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backfill from projects

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jason
2026-03-18 11:54:22 -05:00
parent c18de77640
commit f12744f05d
15 changed files with 281 additions and 9 deletions
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SHIPPED.md
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@@ -35,6 +35,7 @@ This file tracks roadmap phases, slices, and major foundations that have already
- Packing-slip, shipping-label, and bill-of-lading PDF rendering for shipments
- Logistics attachments directly on shipment records
- Projects foundation with customer, quote, sales-order, shipment, owner, due-date, notes, and attachment linkage
- Reverse project linkage visibility on quote and sales-order detail pages, plus project-context carry-through into generated work orders and purchase orders with sales-order-driven backfill for existing records
- Project milestones and project-side milestone/work-order rollups
- Project cockpit section on detail pages for commercial, supply, execution, delivery, purchasing, readiness-risk, and cost-snapshot visibility, with direct launch paths into prefilled project work orders and demand-linked purchase orders plus a project activity timeline
- Project list/detail/create/edit workflows and dashboard program widgets
@@ -78,6 +79,7 @@ This file tracks roadmap phases, slices, and major foundations that have already
- Project records with customer linkage, status, owner, priority, due dates, milestones, and notes
- Project milestone status tracking and project-side milestone/work-order rollups
- Project-to-quote, sales-order, and shipment linkage for delivery context
- Quote-to-sales-order project carry-through plus reverse-linked project visibility from the sales workflow
- Project attachments through the shared file pipeline
- Project list/detail/create/edit flows and dashboard visibility
@@ -103,6 +105,7 @@ This file tracks roadmap phases, slices, and major foundations that have already
- Netting against available stock, active reservations, open work orders, and open purchase orders
- Build and buy recommendations surfaced directly from the sales-order workflow
- Prefilled work-order and purchase-order draft generation launched from demand-planning recommendations
- Generated work orders and purchase orders now auto-carry linked project context when demand traces back to a project-linked sales order
- Shared shortage and readiness rollups surfaced across dashboard, planning, project, purchasing, and manufacturing views
- Preferred-vendor sourcing on inventory items for buy-side planning defaults
- Pegged work-order and purchase-order supply links back to originating sales demand