PO logic

demand planning
2026-03-15 16:40:25 -05:00 · 2026-03-15 15:45:29 -05:00
33 changed files with 2437 additions and 22 deletions
--- a/AGENTS.md
+++ b/AGENTS.md
@@ -23,6 +23,10 @@ MRP Codex is a modular Manufacturing Resource Planning platform intended to be a
 - projects with customer/commercial/shipment linkage, owners, due dates, notes, and attachments
 - manufacturing work orders with project linkage, station master data, item operation templates, auto-generated work-order operations, and attachments
 - planning gantt timelines backed by live project and manufacturing schedule data
+- sales-order demand planning with multi-level BOM explosion, stock/open-supply netting, and build/buy recommendations
+- planner-assisted conversion of demand-planning recommendations into prefilled work-order and purchase-order drafts
+- pegged work-order and purchase-order supply coverage tied back to sales demand, with preferred-vendor sourcing defaults
+- shared shortage and readiness rollups across dashboard, planning, projects, purchasing, and manufacturing
 - admin diagnostics with runtime footprint, record counts, and persisted audit-trail visibility
 - admin user management with account creation, activation, role assignment, and role-permission editing
 - CRM/shipping audit coverage and startup validation surfaced through the admin diagnostics workflow
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -6,6 +6,14 @@ This file is the running release and change log for MRP Codex. Keep it updated w

 ### Added

+- Shared shortage and readiness rollups across dashboard, planning, project detail, purchasing detail, and manufacturing detail
+- Prefilled work-order draft launch for build recommendations and prefilled purchase-order draft launch for buy recommendations from sales-order demand planning
+- Sales-order demand planning with multi-level BOM explosion across manufactured and assembly children
+- Netting of sales-order demand against available stock, active reservations, open work orders, and open purchase orders
+- Build and buy recommendations surfaced directly on sales-order detail pages
+- Pegged work-order and purchase-order supply tracking back to sales demand so reopened planning views do not overstate remaining recommendations
+- Preferred-vendor sourcing on inventory items, used to preseed buy-side planning workflows
+- Demand-planning recommendations now reduce against existing linked WO/PO supply and support safer partial conversion behavior
 - Support-log capture for startup warnings, HTTP failures, and server errors, surfaced through admin diagnostics
 - Exportable support bundles that now include backup guidance and recent support logs for support handoff
 - Deeper startup diagnostics with writable-path checks, database-file validation, startup timing, and pass/warn/fail rollups
@@ -52,8 +60,10 @@ This file is the running release and change log for MRP Codex. Keep it updated w
 - Company settings now acts as the staging area for admin surfaces while user administration lives on its own dedicated page instead of inside the company-profile form
 - Admin diagnostics now includes startup-readiness status alongside runtime footprint and recent audit activity
 - Admin diagnostics now includes structured startup summaries and a dedicated support-log view for faster debugging
+- Roadmap and project docs now treat demand planning and supply generation as its own phase ahead of the deferred admin QOL work
 - Roadmap and project docs now treat backup verification checklist and restore drill guidance as the next active priority after the backup/support-tooling slice
- Roadmap and project docs now treat user/session visibility and destructive-action safety as the next active priorities after the diagnostics/support-debugging slices
+- Manufacturing work-order material requirements now include live available/shortage visibility instead of only required-versus-issued math
+- Roadmap and project docs now move back to admin session visibility and destructive-action safety after the demand-planning rollout

 ## 2026-03-15

--- a/INSTRUCTIONS.md
+++ b/INSTRUCTIONS.md
@@ -27,6 +27,10 @@ This repository implements the platform foundation milestone:
 - projects with customer/commercial/shipment linkage, owners, due dates, notes, attachments, and dashboard visibility
 - manufacturing work orders with project linkage, station master data, item operation templates, auto-generated work-order operations, attachments, and dashboard visibility
 - planning gantt timelines backed by live project and manufacturing schedule data
+- sales-order demand planning with multi-level BOM explosion, net stock/open-supply coverage, and build/buy recommendations
+- planner-assisted conversion of demand-planning recommendations into prefilled work-order and purchase-order drafts
+- pegged work-order and purchase-order supply coverage tied back to sales demand, with preferred-vendor sourcing defaults
+- shared shortage and readiness rollups across dashboard, planning, projects, purchasing, and manufacturing
 - admin diagnostics with runtime footprint, storage visibility, record counts, and recent audit activity
 - admin user management with account creation, activation, role assignment, and role-permission editing
 - CRM/shipping audit coverage and startup validation surfaced through diagnostics
--- a/README.md
+++ b/README.md
@@ -26,6 +26,10 @@ Current foundation scope includes:
 - projects with customer/commercial/shipment linkage, owners, due dates, notes, and attachments
 - manufacturing work orders with project linkage, station-based operation templates, material issue posting, completion posting, and work-order attachments
 - planning gantt timelines with live project and manufacturing schedule data
+- sales-order demand planning with multi-level BOM explosion, stock/open-supply netting, and build/buy recommendations
+- planner-assisted conversion of demand-planning recommendations into prefilled work-order and purchase-order drafts
+- pegged WO/PO supply tracking back to sales demand with preferred-vendor sourcing on inventory items
+- shared shortage and readiness rollups across dashboard, planning, projects, purchasing, and manufacturing
 - admin diagnostics with runtime footprint, record counts, and recent audit-trail visibility
 - admin user management with account creation, activation, role assignment, and role-permission editing
 - CRM and shipping audit coverage plus startup validation surfaced through the admin diagnostics page
@@ -351,6 +355,9 @@ The current admin operations slice supports:

 - persisted audit events for core settings, inventory, purchasing, sales, project, and manufacturing write actions
 - an admin diagnostics page for runtime footprint, data/storage path visibility, key record counts, and recent audit activity
+- a sales-order demand-planning view with multi-level BOM netting and build/buy recommendations
+- prefilled work-order and purchase-order draft launch paths from sales-order demand-planning recommendations
+- shared shortage/readiness rollups across planning, project, purchasing, dashboard, and manufacturing views
 - a dedicated user-management page for account creation, activation, role assignment, password reset-style updates, and role-permission administration
 - CRM customer/vendor changes and shipping mutations now flow into the shared audit trail
 - startup validation now checks storage paths, writable storage readiness, database connectivity, client bundle readiness, Chromium availability, and risky production defaults during server boot
--- a/ROADMAP.md
+++ b/ROADMAP.md
@@ -60,6 +60,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - Theme persistence fixes and denser responsive workspace layouts
 - Full-site density normalization pass across active CRM, inventory, settings, dashboard, and login screens
 - Live planning gantt timelines driven by project and manufacturing data
+- Sales-order demand planning with multi-level BOM explosion, stock/open-supply netting, and build/buy recommendations
 - Multi-stage Docker packaging and migration-aware entrypoint
 - Docker image validated locally with successful app startup and login flow
 - Core project documentation in `README.md`, `INSTRUCTIONS.md`, and `STRUCTURE.md`
@@ -253,7 +254,34 @@ QOL subfeatures:
 - Better mobile and tablet behavior for shop-floor lookups
 - Faster filtering by project, customer, work center, and status

-### Phase 8: Security, audit, and operations maturity
+### Phase 8: Demand planning and supply generation
+
+Foundation slice shipped:
+
+- Sales-order demand planning from approved or active demand records
+- Multi-level BOM explosion from sales-order lines through manufactured and assembly children
+- 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
+- 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
+- Planning recommendations now reduce against already-linked draft/open supply to avoid duplicate WO/PO generation
+
+- Shared MRP demand engine across sales, inventory, purchasing, manufacturing, projects, and planning
+- Planned work-order and purchase-order recommendation generation
+- Coverage, shortage, and lateness rollups from customer demand down through supply layers
+- Cross-module shortage visibility on sales orders, projects, work orders, purchasing, and dashboard widgets
+
+QOL subfeatures:
+
+- One-click conversion of planning recommendations into work orders and purchase orders
+- Better shortage and substitute-part guidance during planning review
+- Saved planning views by customer, project, item family, and shortage state
+- Planner-focused drilldowns from demand source to buy/build action without re-keying data
+- Time-phased supply recommendations with vendor lead times and build timing
+
+### Phase 9: Security, audit, and operations maturity

 Foundation slice shipped:

--- a/client/src/lib/api.ts
+++ b/client/src/lib/api.ts
@@ -68,8 +68,10 @@ import type {
 } from "@mrp/shared/dist/projects/types.js";
 import type {
  SalesCustomerOptionDto,
+  DemandPlanningRollupDto,
  SalesDocumentDetailDto,
  SalesDocumentInput,
+  SalesOrderPlanningDto,
  SalesDocumentRevisionDto,
  SalesDocumentStatus,
  SalesDocumentSummaryDto,
@@ -631,6 +633,12 @@ export const api = {
  getSalesOrder(token: string, orderId: string) {
    return request<SalesDocumentDetailDto>(`/api/v1/sales/orders/${orderId}`, undefined, token);
  },
+  getSalesOrderPlanning(token: string, orderId: string) {
+    return request<SalesOrderPlanningDto>(`/api/v1/sales/orders/${orderId}/planning`, undefined, token);
+  },
+  getDemandPlanningRollup(token: string) {
+    return request<DemandPlanningRollupDto>("/api/v1/sales/planning-rollup", undefined, token);
+  },
  createSalesOrder(token: string, payload: SalesDocumentInput) {
    return request<SalesDocumentDetailDto>("/api/v1/sales/orders", { method: "POST", body: JSON.stringify(payload) }, token);
  },
--- a/client/src/modules/dashboard/DashboardPage.tsx
+++ b/client/src/modules/dashboard/DashboardPage.tsx
@@ -1,4 +1,5 @@
 import { permissions } from "@mrp/shared";
+import type { DemandPlanningRollupDto } from "@mrp/shared/dist/sales/types.js";
 import { useEffect, useState } from "react";
 import { Link } from "react-router-dom";

@@ -16,6 +17,7 @@ interface DashboardSnapshot {
  orders: Awaited<ReturnType<typeof api.getSalesOrders>> | null;
  shipments: Awaited<ReturnType<typeof api.getShipments>> | null;
  projects: Awaited<ReturnType<typeof api.getProjects>> | null;
+  planningRollup: DemandPlanningRollupDto | null;
  refreshedAt: string;
 }

@@ -87,8 +89,9 @@ export function DashboardPage() {
        canReadManufacturing ? api.getWorkOrders(authToken) : Promise.resolve(null),
        canReadSales ? api.getQuotes(authToken) : Promise.resolve(null),
        canReadSales ? api.getSalesOrders(authToken) : Promise.resolve(null),
-        canReadShipping ? api.getShipments(authToken) : Promise.resolve(null),
-        canReadProjects ? api.getProjects(authToken) : Promise.resolve(null),
+      canReadShipping ? api.getShipments(authToken) : Promise.resolve(null),
+      canReadProjects ? api.getProjects(authToken) : Promise.resolve(null),
+      canReadSales ? api.getDemandPlanningRollup(authToken) : Promise.resolve(null),
      ]);

      if (!isMounted) {
@@ -112,6 +115,7 @@ export function DashboardPage() {
        orders: results[7].status === "fulfilled" ? results[7].value : null,
        shipments: results[8].status === "fulfilled" ? results[8].value : null,
        projects: results[9].status === "fulfilled" ? results[9].value : null,
+        planningRollup: results[10].status === "fulfilled" ? results[10].value : null,
        refreshedAt: new Date().toISOString(),
      });
      setIsLoading(false);
@@ -142,6 +146,7 @@ export function DashboardPage() {
  const orders = snapshot?.orders ?? [];
  const shipments = snapshot?.shipments ?? [];
  const projects = snapshot?.projects ?? [];
+  const planningRollup = snapshot?.planningRollup;

  const accessibleModules = [
    snapshot?.customers !== null || snapshot?.vendors !== null,
@@ -199,6 +204,10 @@ export function DashboardPage() {

    return new Date(project.dueDate).getTime() < Date.now();
  }).length;
+  const shortageItemCount = planningRollup?.summary.uncoveredItemCount ?? 0;
+  const buyRecommendationCount = planningRollup?.summary.purchaseRecommendationCount ?? 0;
+  const buildRecommendationCount = planningRollup?.summary.buildRecommendationCount ?? 0;
+  const totalUncoveredQuantity = planningRollup?.summary.totalUncoveredQuantity ?? 0;

  const lastActivityAt = [
    ...customers.map((customer) => customer.updatedAt),
@@ -279,6 +288,14 @@ export function DashboardPage() {
          : "Project metrics are permission-gated.",
      tone: "border-violet-400/30 bg-violet-500/12 text-violet-700 dark:text-violet-300",
    },
+    {
+      label: "Material Readiness",
+      value: planningRollup ? `${shortageItemCount}` : "No access",
+      detail: planningRollup
+        ? `${buildRecommendationCount} build and ${buyRecommendationCount} buy recommendations`
+        : "Sales read permission is required to surface shortage rollups.",
+      tone: "border-rose-400/30 bg-rose-500/12 text-rose-700 dark:text-rose-300",
+    },
  ];

  const modulePanels = [
@@ -404,12 +421,12 @@ export function DashboardPage() {
      title: "Planning",
      eyebrow: "Schedule Visibility",
      summary: canReadPlanning
-        ? "Live gantt planning now pulls directly from active projects and open manufacturing work orders to show due-date pressure in one schedule view."
+        ? "Live gantt planning now pulls directly from active projects and open manufacturing work orders, with shared shortage/readiness rollups alongside schedule pressure."
        : "Planning read permission is required to surface the live gantt schedule.",
      metrics: [
        { label: "At risk projects", value: canReadPlanning ? `${atRiskProjectCount}` : "No access" },
-        { label: "Overdue work", value: canReadPlanning ? `${overdueWorkOrderCount}` : "No access" },
-        { label: "Schedule links", value: canReadPlanning ? `${activeProjectCount + activeWorkOrderCount}` : "No access" },
+        { label: "Shortage items", value: canReadPlanning && planningRollup ? `${shortageItemCount}` : "No access" },
+        { label: "Build / buy", value: canReadPlanning && planningRollup ? `${buildRecommendationCount} / ${buyRecommendationCount}` : "No access" },
      ],
      links: canReadPlanning ? [{ label: "Open gantt", to: "/planning/gantt" }] : [],
    },
@@ -533,6 +550,28 @@ export function DashboardPage() {
        ))}
      </section>
      <section className="grid gap-3 xl:grid-cols-6">
+        <article className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
+          <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Planning Watch</p>
+          <h4 className="mt-2 text-lg font-bold text-text">Shared shortage and readiness</h4>
+          <div className="mt-4 grid gap-2">
+            <div className="flex items-center justify-between rounded-2xl border border-line/70 bg-page/60 px-2 py-2 text-sm">
+              <span className="text-muted">Shortage items</span>
+              <span className="font-semibold text-text">{planningRollup ? `${shortageItemCount}` : "No access"}</span>
+            </div>
+            <div className="flex items-center justify-between rounded-2xl border border-line/70 bg-page/60 px-2 py-2 text-sm">
+              <span className="text-muted">Build recommendations</span>
+              <span className="font-semibold text-text">{planningRollup ? `${buildRecommendationCount}` : "No access"}</span>
+            </div>
+            <div className="flex items-center justify-between rounded-2xl border border-line/70 bg-page/60 px-2 py-2 text-sm">
+              <span className="text-muted">Buy recommendations</span>
+              <span className="font-semibold text-text">{planningRollup ? `${buyRecommendationCount}` : "No access"}</span>
+            </div>
+            <div className="flex items-center justify-between rounded-2xl border border-line/70 bg-page/60 px-2 py-2 text-sm">
+              <span className="text-muted">Uncovered qty</span>
+              <span className="font-semibold text-text">{planningRollup ? `${totalUncoveredQuantity}` : "No access"}</span>
+            </div>
+          </div>
+        </article>
        <article className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
          <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Inventory Watch</p>
          <h4 className="mt-2 text-lg font-bold text-text">Master data pressure points</h4>
--- a/client/src/modules/gantt/GanttPage.tsx
+++ b/client/src/modules/gantt/GanttPage.tsx
@@ -3,7 +3,7 @@ import { Gantt } from "@svar-ui/react-gantt";
 import "@svar-ui/react-gantt/style.css";
 import { Link } from "react-router-dom";

-import type { GanttTaskDto, PlanningExceptionDto, PlanningTimelineDto } from "@mrp/shared";
+import type { DemandPlanningRollupDto, GanttTaskDto, PlanningExceptionDto, PlanningTimelineDto } from "@mrp/shared";

 import { useAuth } from "../../auth/AuthProvider";
 import { ApiError, api } from "../../lib/api";
@@ -24,6 +24,7 @@ export function GanttPage() {
  const { token } = useAuth();
  const { mode } = useTheme();
  const [timeline, setTimeline] = useState<PlanningTimelineDto | null>(null);
+  const [planningRollup, setPlanningRollup] = useState<DemandPlanningRollupDto | null>(null);
  const [status, setStatus] = useState("Loading live planning timeline...");

  useEffect(() => {
@@ -31,10 +32,10 @@ export function GanttPage() {
      return;
    }

-    api
-      .getPlanningTimeline(token)
-      .then((data) => {
+    Promise.all([api.getPlanningTimeline(token), api.getDemandPlanningRollup(token)])
+      .then(([data, rollup]) => {
        setTimeline(data);
+        setPlanningRollup(rollup);
        setStatus("Planning timeline loaded.");
      })
      .catch((error: unknown) => {
@@ -90,6 +91,16 @@ export function GanttPage() {
          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Unscheduled Work</p>
          <div className="mt-2 text-xl font-extrabold text-text">{summary?.unscheduledWorkOrders ?? 0}</div>
        </article>
+        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Shortage Items</p>
+          <div className="mt-2 text-xl font-extrabold text-text">{planningRollup?.summary.uncoveredItemCount ?? 0}</div>
+        </article>
+        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Build / Buy</p>
+          <div className="mt-2 text-xl font-extrabold text-text">
+            {planningRollup ? `${planningRollup.summary.totalBuildQuantity} / ${planningRollup.summary.totalPurchaseQuantity}` : "0 / 0"}
+          </div>
+        </article>
      </section>
      <div className="grid gap-3 xl:grid-cols-[minmax(0,1.2fr)_360px]">
        <div
@@ -148,6 +159,16 @@ export function GanttPage() {
          </section>
          <section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
            <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Planner Actions</p>
+            <div className="mt-4 space-y-2 rounded-3xl border border-line/70 bg-page/60 p-3 text-sm">
+              <div className="flex items-center justify-between gap-3">
+                <span className="text-muted">Uncovered quantity</span>
+                <span className="font-semibold text-text">{planningRollup?.summary.totalUncoveredQuantity ?? 0}</span>
+              </div>
+              <div className="flex items-center justify-between gap-3">
+                <span className="text-muted">Projects with linked demand</span>
+                <span className="font-semibold text-text">{planningRollup?.summary.projectCount ?? 0}</span>
+              </div>
+            </div>
            <div className="mt-4 flex flex-wrap gap-2">
              <Link to="/projects" className="rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">
                Open projects
--- a/client/src/modules/inventory/InventoryDetailPage.tsx
+++ b/client/src/modules/inventory/InventoryDetailPage.tsx
@@ -252,6 +252,10 @@ export function InventoryDetailPage() {
              <dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Default price</dt>
              <dd className="mt-2 text-sm text-text">{item.defaultPrice == null ? "Not set" : `$${item.defaultPrice.toFixed(2)}`}</dd>
            </div>
+            <div>
+              <dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Preferred vendor</dt>
+              <dd className="mt-2 text-sm text-text">{item.preferredVendorName ?? "Not set"}</dd>
+            </div>
            <div>
              <dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Flags</dt>
              <dd className="mt-2 text-sm text-text">
--- a/client/src/modules/inventory/InventoryFormPage.tsx
+++ b/client/src/modules/inventory/InventoryFormPage.tsx
@@ -1,3 +1,4 @@
+import type { PurchaseVendorOptionDto } from "@mrp/shared";
 import type { InventoryBomLineInput, InventoryItemInput, InventoryItemOperationInput, InventoryItemOptionDto } from "@mrp/shared/dist/inventory/types.js";
 import type { ManufacturingStationDto } from "@mrp/shared";
 import { useEffect, useState } from "react";
@@ -18,8 +19,11 @@ export function InventoryFormPage({ mode }: InventoryFormPageProps) {
  const [form, setForm] = useState<InventoryItemInput>(emptyInventoryItemInput);
  const [componentOptions, setComponentOptions] = useState<InventoryItemOptionDto[]>([]);
  const [stations, setStations] = useState<ManufacturingStationDto[]>([]);
+  const [vendorOptions, setVendorOptions] = useState<PurchaseVendorOptionDto[]>([]);
  const [componentSearchTerms, setComponentSearchTerms] = useState<string[]>([]);
  const [activeComponentPicker, setActiveComponentPicker] = useState<number | null>(null);
+  const [vendorSearchTerm, setVendorSearchTerm] = useState("");
+  const [vendorPickerOpen, setVendorPickerOpen] = useState(false);
  const [status, setStatus] = useState(mode === "create" ? "Create a new inventory item." : "Loading inventory item...");
  const [isSaving, setIsSaving] = useState(false);

@@ -72,6 +76,7 @@ export function InventoryFormPage({ mode }: InventoryFormPageProps) {
          unitOfMeasure: item.unitOfMeasure,
          isSellable: item.isSellable,
          isPurchasable: item.isPurchasable,
+          preferredVendorId: item.preferredVendorId,
          defaultCost: item.defaultCost,
          defaultPrice: item.defaultPrice,
          notes: item.notes,
@@ -93,6 +98,7 @@ export function InventoryFormPage({ mode }: InventoryFormPageProps) {
        });
        setComponentSearchTerms(item.bomLines.map((line) => line.componentSku));
        setStatus("Inventory item loaded.");
+        setVendorSearchTerm(item.preferredVendorName ?? "");
      })
      .catch((error: unknown) => {
        const message = error instanceof ApiError ? error.message : "Unable to load inventory item.";
@@ -106,12 +112,21 @@ export function InventoryFormPage({ mode }: InventoryFormPageProps) {
    }

    api.getManufacturingStations(token).then(setStations).catch(() => setStations([]));
+    api.getPurchaseVendors(token).then(setVendorOptions).catch(() => setVendorOptions([]));
  }, [token]);

  function updateField<Key extends keyof InventoryItemInput>(key: Key, value: InventoryItemInput[Key]) {
    setForm((current) => ({ ...current, [key]: value }));
  }

+  function getSelectedVendorName(vendorId: string | null) {
+    if (!vendorId) {
+      return "";
+    }
+
+    return vendorOptions.find((vendor) => vendor.id === vendorId)?.name ?? "";
+  }
+
  function updateBomLine(index: number, nextLine: InventoryBomLineInput) {
    setForm((current) => ({
      ...current,
@@ -315,6 +330,76 @@ export function InventoryFormPage({ mode }: InventoryFormPageProps) {
            </label>
          </div>
        </div>
+        <label className="block xl:max-w-xl">
+          <span className="mb-2 block text-sm font-semibold text-text">Preferred vendor</span>
+          <div className="relative">
+            <input
+              value={vendorSearchTerm}
+              onChange={(event) => {
+                setVendorSearchTerm(event.target.value);
+                updateField("preferredVendorId", null);
+                setVendorPickerOpen(true);
+              }}
+              onFocus={() => setVendorPickerOpen(true)}
+              onBlur={() => {
+                window.setTimeout(() => {
+                  setVendorPickerOpen(false);
+                  if (form.preferredVendorId) {
+                    setVendorSearchTerm(getSelectedVendorName(form.preferredVendorId));
+                  }
+                }, 120);
+              }}
+              disabled={!form.isPurchasable}
+              placeholder={form.isPurchasable ? "Search vendor" : "Enable purchasable to assign sourcing"}
+              className="w-full rounded-2xl border border-line/70 bg-page px-2 py-2 text-text outline-none transition focus:border-brand disabled:cursor-not-allowed disabled:opacity-60"
+            />
+            {vendorPickerOpen && form.isPurchasable ? (
+              <div className="absolute z-20 mt-2 max-h-64 w-full overflow-y-auto rounded-2xl border border-line/70 bg-surface shadow-panel">
+                <button
+                  type="button"
+                  onMouseDown={(event) => {
+                    event.preventDefault();
+                    updateField("preferredVendorId", null);
+                    setVendorSearchTerm("");
+                    setVendorPickerOpen(false);
+                  }}
+                  className="block w-full border-b border-line/50 px-2 py-2 text-left text-sm transition hover:bg-page/70"
+                >
+                  <div className="font-semibold text-text">No preferred vendor</div>
+                </button>
+                {vendorOptions
+                  .filter((vendor) => {
+                    const query = vendorSearchTerm.trim().toLowerCase();
+                    if (!query) {
+                      return true;
+                    }
+
+                    return vendor.name.toLowerCase().includes(query) || vendor.email.toLowerCase().includes(query);
+                  })
+                  .slice(0, 12)
+                  .map((vendor) => (
+                    <button
+                      key={vendor.id}
+                      type="button"
+                      onMouseDown={(event) => {
+                        event.preventDefault();
+                        updateField("preferredVendorId", vendor.id);
+                        setVendorSearchTerm(vendor.name);
+                        setVendorPickerOpen(false);
+                      }}
+                      className="block w-full border-b border-line/50 px-2 py-2 text-left text-sm transition last:border-b-0 hover:bg-page/70"
+                    >
+                      <div className="font-semibold text-text">{vendor.name}</div>
+                      <div className="mt-1 text-xs text-muted">{vendor.email}</div>
+                    </button>
+                  ))}
+              </div>
+            ) : null}
+          </div>
+          <div className="mt-2 text-xs text-muted">
+            {form.preferredVendorId ? getSelectedVendorName(form.preferredVendorId) : "Demand planning uses this vendor when creating buy recommendations."}
+          </div>
+        </label>
        <label className="block">
          <span className="mb-2 block text-sm font-semibold text-text">Description</span>
          <textarea
--- a/client/src/modules/inventory/config.ts
+++ b/client/src/modules/inventory/config.ts
@@ -41,6 +41,7 @@ export const emptyInventoryItemInput: InventoryItemInput = {
  unitOfMeasure: "EA",
  isSellable: true,
  isPurchasable: true,
+  preferredVendorId: null,
  defaultCost: null,
  defaultPrice: null,
  notes: "",
--- a/client/src/modules/manufacturing/WorkOrderDetailPage.tsx
+++ b/client/src/modules/manufacturing/WorkOrderDetailPage.tsx
@@ -141,6 +141,7 @@ export function WorkOrderDetailPage() {
          <div className="flex flex-wrap gap-3">
            <Link to="/manufacturing/work-orders" className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">Back to work orders</Link>
            {workOrder.projectId ? <Link to={`/projects/${workOrder.projectId}`} className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">Open project</Link> : null}
+            {workOrder.salesOrderId ? <Link to={`/sales/orders/${workOrder.salesOrderId}`} className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">Open sales order</Link> : null}
            <Link to={`/inventory/items/${workOrder.itemId}`} className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">Open item</Link>
            {canManage ? <Link to={`/manufacturing/work-orders/${workOrder.id}/edit`} className="inline-flex items-center justify-center rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white">Edit work order</Link> : null}
          </div>
@@ -170,6 +171,7 @@ export function WorkOrderDetailPage() {
        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel"><p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Project</p><div className="mt-2 text-base font-bold text-text">{workOrder.projectNumber || "Unlinked"}</div></article>
        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel"><p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Operations</p><div className="mt-2 text-base font-bold text-text">{workOrder.operations.length}</div></article>
        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel"><p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Due Date</p><div className="mt-2 text-base font-bold text-text">{workOrder.dueDate ? new Date(workOrder.dueDate).toLocaleDateString() : "Not set"}</div></article>
+        <article className="rounded-[24px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel"><p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Material Shortage</p><div className="mt-2 text-base font-bold text-text">{workOrder.materialRequirements.reduce((sum, requirement) => sum + requirement.shortageQuantity, 0)}</div></article>
      </section>
      <div className="grid gap-3 xl:grid-cols-[minmax(0,1fr)_minmax(360px,0.9fr)]">
        <article className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
@@ -179,6 +181,7 @@ export function WorkOrderDetailPage() {
            <div><dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Item type</dt><dd className="mt-1 text-sm text-text">{workOrder.itemType}</dd></div>
            <div><dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Output location</dt><dd className="mt-1 text-sm text-text">{workOrder.warehouseCode} / {workOrder.locationCode}</dd></div>
            <div><dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Project customer</dt><dd className="mt-1 text-sm text-text">{workOrder.projectCustomerName || "Not linked"}</dd></div>
+            <div><dt className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Demand source</dt><dd className="mt-1 text-sm text-text">{workOrder.salesOrderNumber ?? "Not linked"}</dd></div>
          </dl>
        </article>
        <article className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
@@ -299,6 +302,8 @@ export function WorkOrderDetailPage() {
                  <th className="px-3 py-3">Required</th>
                  <th className="px-3 py-3">Issued</th>
                  <th className="px-3 py-3">Remaining</th>
+                  <th className="px-3 py-3">Available</th>
+                  <th className="px-3 py-3">Shortage</th>
                </tr>
              </thead>
              <tbody className="divide-y divide-line/70">
@@ -309,6 +314,8 @@ export function WorkOrderDetailPage() {
                    <td className="px-3 py-3 text-text">{requirement.requiredQuantity}</td>
                    <td className="px-3 py-3 text-text">{requirement.issuedQuantity}</td>
                    <td className="px-3 py-3 text-text">{requirement.remainingQuantity}</td>
+                    <td className="px-3 py-3 text-text">{requirement.availableQuantity}</td>
+                    <td className="px-3 py-3 text-text">{requirement.shortageQuantity}</td>
                  </tr>
                ))}
              </tbody>
--- a/client/src/modules/manufacturing/WorkOrderFormPage.tsx
+++ b/client/src/modules/manufacturing/WorkOrderFormPage.tsx
@@ -17,6 +17,13 @@ export function WorkOrderFormPage({ mode }: { mode: "create" | "edit" }) {
  const { workOrderId } = useParams();
  const [searchParams] = useSearchParams();
  const seededProjectId = searchParams.get("projectId");
+  const seededItemId = searchParams.get("itemId");
+  const seededSalesOrderId = searchParams.get("salesOrderId");
+  const seededSalesOrderLineId = searchParams.get("salesOrderLineId");
+  const seededQuantity = searchParams.get("quantity");
+  const seededStatus = searchParams.get("status");
+  const seededDueDate = searchParams.get("dueDate");
+  const seededNotes = searchParams.get("notes");
  const [form, setForm] = useState<WorkOrderInput>(emptyWorkOrderInput);
  const [itemOptions, setItemOptions] = useState<ManufacturingItemOptionDto[]>([]);
  const [projectOptions, setProjectOptions] = useState<ManufacturingProjectOptionDto[]>([]);
@@ -33,7 +40,25 @@ export function WorkOrderFormPage({ mode }: { mode: "create" | "edit" }) {
      return;
    }

-    api.getManufacturingItemOptions(token).then(setItemOptions).catch(() => setItemOptions([]));
+    api.getManufacturingItemOptions(token).then((options) => {
+      setItemOptions(options);
+      if (mode === "create" && seededItemId) {
+        const seededItem = options.find((option) => option.id === seededItemId);
+        if (seededItem) {
+          setForm((current) => ({
+            ...current,
+            itemId: seededItem.id,
+            salesOrderId: seededSalesOrderId || current.salesOrderId,
+            salesOrderLineId: seededSalesOrderLineId || current.salesOrderLineId,
+            quantity: seededQuantity ? Number.parseInt(seededQuantity, 10) || current.quantity : current.quantity,
+            status: seededStatus && workOrderStatusOptions.some((option) => option.value === seededStatus) ? (seededStatus as WorkOrderInput["status"]) : current.status,
+            dueDate: seededDueDate || current.dueDate,
+            notes: seededNotes || current.notes,
+          }));
+          setItemSearchTerm(`${seededItem.sku} - ${seededItem.name}`);
+        }
+      }
+    }).catch(() => setItemOptions([]));
    api.getManufacturingProjectOptions(token).then((options) => {
      setProjectOptions(options);
      if (mode === "create" && seededProjectId) {
@@ -45,7 +70,7 @@ export function WorkOrderFormPage({ mode }: { mode: "create" | "edit" }) {
      }
    }).catch(() => setProjectOptions([]));
    api.getWarehouseLocationOptions(token).then(setLocationOptions).catch(() => setLocationOptions([]));
-  }, [mode, seededProjectId, token]);
+  }, [mode, seededDueDate, seededItemId, seededNotes, seededProjectId, seededQuantity, seededSalesOrderId, seededSalesOrderLineId, seededStatus, token]);

  useEffect(() => {
    if (!token || mode !== "edit" || !workOrderId) {
@@ -57,6 +82,8 @@ export function WorkOrderFormPage({ mode }: { mode: "create" | "edit" }) {
        setForm({
          itemId: workOrder.itemId,
          projectId: workOrder.projectId,
+          salesOrderId: workOrder.salesOrderId,
+          salesOrderLineId: workOrder.salesOrderLineId,
          status: workOrder.status,
          quantity: workOrder.quantity,
          warehouseId: workOrder.warehouseId,
--- a/client/src/modules/manufacturing/config.ts
+++ b/client/src/modules/manufacturing/config.ts
@@ -26,6 +26,8 @@ export const workOrderStatusPalette: Record<WorkOrderStatus, string> = {
 export const emptyWorkOrderInput: WorkOrderInput = {
  itemId: "",
  projectId: null,
+  salesOrderId: null,
+  salesOrderLineId: null,
  status: "DRAFT",
  quantity: 1,
  warehouseId: "",
--- a/client/src/modules/projects/ProjectDetailPage.tsx
+++ b/client/src/modules/projects/ProjectDetailPage.tsx
@@ -1,5 +1,6 @@
 import { permissions } from "@mrp/shared";
 import type { ProjectDetailDto } from "@mrp/shared/dist/projects/types.js";
+import type { SalesOrderPlanningDto } from "@mrp/shared/dist/sales/types.js";
 import type { WorkOrderSummaryDto } from "@mrp/shared";
 import { useEffect, useState } from "react";
 import { Link, useParams } from "react-router-dom";
@@ -15,6 +16,7 @@ export function ProjectDetailPage() {
  const { projectId } = useParams();
  const [project, setProject] = useState<ProjectDetailDto | null>(null);
  const [workOrders, setWorkOrders] = useState<WorkOrderSummaryDto[]>([]);
+  const [planning, setPlanning] = useState<SalesOrderPlanningDto | null>(null);
  const [status, setStatus] = useState("Loading project...");

  const canManage = user?.permissions.includes(permissions.projectsWrite) ?? false;
@@ -28,6 +30,11 @@ export function ProjectDetailPage() {
      .then((nextProject) => {
        setProject(nextProject);
        setStatus("Project loaded.");
+        if (nextProject.salesOrderId) {
+          api.getSalesOrderPlanning(token, nextProject.salesOrderId).then(setPlanning).catch(() => setPlanning(null));
+        } else {
+          setPlanning(null);
+        }
        return api.getWorkOrders(token, { projectId: nextProject.id });
      })
      .then((nextWorkOrders) => setWorkOrders(nextWorkOrders))
@@ -97,6 +104,47 @@ export function ProjectDetailPage() {
          </div>
        </div>
      </section>
+      {planning ? (
+        <section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
+          <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Material Readiness</p>
+          <div className="mt-5 grid gap-3 xl:grid-cols-4">
+            <article className="rounded-[24px] border border-line/70 bg-page/60 px-3 py-3">
+              <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Build Qty</p>
+              <div className="mt-2 text-base font-bold text-text">{planning.summary.totalBuildQuantity}</div>
+            </article>
+            <article className="rounded-[24px] border border-line/70 bg-page/60 px-3 py-3">
+              <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Buy Qty</p>
+              <div className="mt-2 text-base font-bold text-text">{planning.summary.totalPurchaseQuantity}</div>
+            </article>
+            <article className="rounded-[24px] border border-line/70 bg-page/60 px-3 py-3">
+              <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Uncovered Qty</p>
+              <div className="mt-2 text-base font-bold text-text">{planning.summary.totalUncoveredQuantity}</div>
+            </article>
+            <article className="rounded-[24px] border border-line/70 bg-page/60 px-3 py-3">
+              <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Shortage Items</p>
+              <div className="mt-2 text-base font-bold text-text">{planning.summary.uncoveredItemCount}</div>
+            </article>
+          </div>
+          <div className="mt-5 space-y-3">
+            {planning.items
+              .filter((item) => item.recommendedBuildQuantity > 0 || item.recommendedPurchaseQuantity > 0 || item.uncoveredQuantity > 0)
+              .slice(0, 8)
+              .map((item) => (
+                <div key={item.itemId} className="rounded-3xl border border-line/70 bg-page/60 p-3">
+                  <div className="flex flex-wrap items-center justify-between gap-3">
+                    <div>
+                      <div className="font-semibold text-text">{item.itemSku}</div>
+                      <div className="mt-1 text-xs text-muted">{item.itemName}</div>
+                    </div>
+                    <div className="text-sm text-muted">
+                      Build {item.recommendedBuildQuantity} · Buy {item.recommendedPurchaseQuantity} · Uncovered {item.uncoveredQuantity}
+                    </div>
+                  </div>
+                </div>
+              ))}
+          </div>
+        </section>
+      ) : null}
      <section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
        <div className="flex items-center justify-between gap-3">
          <div>
--- a/client/src/modules/purchasing/PurchaseDetailPage.tsx
+++ b/client/src/modules/purchasing/PurchaseDetailPage.tsx
@@ -2,6 +2,7 @@ import { permissions } from "@mrp/shared";
 import type { PurchaseOrderDetailDto, PurchaseOrderStatus } from "@mrp/shared";
 import type { WarehouseLocationOptionDto } from "@mrp/shared/dist/inventory/types.js";
 import type { PurchaseReceiptInput } from "@mrp/shared/dist/purchasing/types.js";
+import type { DemandPlanningRollupDto } from "@mrp/shared/dist/sales/types.js";
 import { useEffect, useState } from "react";
 import { Link, useParams } from "react-router-dom";

@@ -23,6 +24,7 @@ export function PurchaseDetailPage() {
  const [status, setStatus] = useState("Loading purchase order...");
  const [isUpdatingStatus, setIsUpdatingStatus] = useState(false);
  const [isOpeningPdf, setIsOpeningPdf] = useState(false);
+  const [planningRollup, setPlanningRollup] = useState<DemandPlanningRollupDto | null>(null);

  const canManage = user?.permissions.includes("purchasing.write") ?? false;
  const canReceive = canManage && (user?.permissions.includes(permissions.inventoryWrite) ?? false);
@@ -41,6 +43,7 @@ export function PurchaseDetailPage() {
        const message = error instanceof ApiError ? error.message : "Unable to load purchase order.";
        setStatus(message);
      });
+    api.getDemandPlanningRollup(token).then(setPlanningRollup).catch(() => setPlanningRollup(null));

    if (!canReceive) {
      return;
@@ -90,6 +93,8 @@ export function PurchaseDetailPage() {

  const activeDocument = document;
  const openLines = activeDocument.lines.filter((line) => line.remainingQuantity > 0);
+  const demandContextItems =
+    planningRollup?.items.filter((item) => activeDocument.lines.some((line) => line.itemId === item.itemId) && (item.recommendedPurchaseQuantity > 0 || item.uncoveredQuantity > 0)) ?? [];

  function updateReceiptField<Key extends keyof PurchaseReceiptInput>(key: Key, value: PurchaseReceiptInput[Key]) {
    setReceiptForm((current: PurchaseReceiptInput) => ({ ...current, [key]: value }));
@@ -258,6 +263,30 @@ export function PurchaseDetailPage() {
          <p className="mt-3 whitespace-pre-line text-sm leading-6 text-text">{activeDocument.notes || "No notes recorded for this document."}</p>
        </article>
      </div>
+      <section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
+        <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Demand Context</p>
+        {demandContextItems.length === 0 ? (
+          <div className="mt-6 rounded-3xl border border-dashed border-line/70 bg-page/60 px-4 py-8 text-center text-sm text-muted">
+            No active shared shortage or buy-signal records currently point at items on this purchase order.
+          </div>
+        ) : (
+          <div className="mt-5 space-y-3">
+            {demandContextItems.map((item) => (
+              <div key={item.itemId} className="rounded-3xl border border-line/70 bg-page/60 p-3">
+                <div className="flex flex-wrap items-center justify-between gap-3">
+                  <div>
+                    <div className="font-semibold text-text">{item.itemSku}</div>
+                    <div className="mt-1 text-xs text-muted">{item.itemName}</div>
+                  </div>
+                  <div className="text-sm text-muted">
+                    Buy {item.recommendedPurchaseQuantity} · Uncovered {item.uncoveredQuantity}
+                  </div>
+                </div>
+              </div>
+            ))}
+          </div>
+        )}
+      </section>
      <section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
        <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Line Items</p>
        {activeDocument.lines.length === 0 ? (
@@ -266,13 +295,16 @@ export function PurchaseDetailPage() {
          <div className="mt-6 overflow-hidden rounded-2xl border border-line/70">
            <table className="min-w-full divide-y divide-line/70 text-sm">
              <thead className="bg-page/80 text-left text-muted">
-                <tr><th className="px-2 py-2">Item</th><th className="px-2 py-2">Description</th><th className="px-2 py-2">Ordered</th><th className="px-2 py-2">Received</th><th className="px-2 py-2">Remaining</th><th className="px-2 py-2">UOM</th><th className="px-2 py-2">Unit Cost</th><th className="px-2 py-2">Total</th></tr>
+                <tr><th className="px-2 py-2">Item</th><th className="px-2 py-2">Description</th><th className="px-2 py-2">Demand Source</th><th className="px-2 py-2">Ordered</th><th className="px-2 py-2">Received</th><th className="px-2 py-2">Remaining</th><th className="px-2 py-2">UOM</th><th className="px-2 py-2">Unit Cost</th><th className="px-2 py-2">Total</th></tr>
              </thead>
              <tbody className="divide-y divide-line/70 bg-surface">
                {activeDocument.lines.map((line: PurchaseOrderDetailDto["lines"][number]) => (
                  <tr key={line.id}>
                    <td className="px-2 py-2"><div className="font-semibold text-text">{line.itemSku}</div><div className="mt-1 text-xs text-muted">{line.itemName}</div></td>
                    <td className="px-2 py-2 text-muted">{line.description}</td>
+                    <td className="px-2 py-2 text-muted">
+                      {line.salesOrderId && line.salesOrderNumber ? <Link to={`/sales/orders/${line.salesOrderId}`} className="hover:text-brand">{line.salesOrderNumber}</Link> : "Unlinked"}
+                    </td>
                    <td className="px-2 py-2 text-muted">{line.quantity}</td>
                    <td className="px-2 py-2 text-muted">{line.receivedQuantity}</td>
                    <td className="px-2 py-2 text-muted">{line.remainingQuantity}</td>
--- a/client/src/modules/purchasing/PurchaseFormPage.tsx
+++ b/client/src/modules/purchasing/PurchaseFormPage.tsx
@@ -1,4 +1,4 @@
-import type { InventoryItemOptionDto, PurchaseLineInput, PurchaseOrderInput, PurchaseVendorOptionDto } from "@mrp/shared";
+import type { InventoryItemOptionDto, PurchaseLineInput, PurchaseOrderInput, PurchaseVendorOptionDto, SalesOrderPlanningDto, SalesOrderPlanningNodeDto } from "@mrp/shared";
 import { useEffect, useState } from "react";
 import { Link, useNavigate, useParams, useSearchParams } from "react-router-dom";

@@ -13,6 +13,8 @@ export function PurchaseFormPage({ mode }: { mode: "create" | "edit" }) {
  const { orderId } = useParams();
  const [searchParams] = useSearchParams();
  const seededVendorId = searchParams.get("vendorId");
+  const planningOrderId = searchParams.get("planningOrderId");
+  const selectedPlanningItemId = searchParams.get("itemId");
  const [form, setForm] = useState<PurchaseOrderInput>(emptyPurchaseOrderInput);
  const [status, setStatus] = useState(mode === "create" ? "Create a new purchase order." : "Loading purchase order...");
  const [vendors, setVendors] = useState<PurchaseVendorOptionDto[]>([]);
@@ -23,6 +25,14 @@ export function PurchaseFormPage({ mode }: { mode: "create" | "edit" }) {
  const [activeLinePicker, setActiveLinePicker] = useState<number | null>(null);
  const [isSaving, setIsSaving] = useState(false);

+  function collectRecommendedPurchaseNodes(node: SalesOrderPlanningNodeDto): SalesOrderPlanningNodeDto[] {
+    const nodes = node.recommendedPurchaseQuantity > 0 ? [node] : [];
+    for (const child of node.children) {
+      nodes.push(...collectRecommendedPurchaseNodes(child));
+    }
+    return nodes;
+  }
+
  const subtotal = form.lines.reduce((sum: number, line: PurchaseLineInput) => sum + line.quantity * line.unitCost, 0);
  const taxAmount = subtotal * (form.taxPercent / 100);
  const total = subtotal + taxAmount + form.freightAmount;
@@ -45,6 +55,75 @@ export function PurchaseFormPage({ mode }: { mode: "create" | "edit" }) {
    api.getInventoryItemOptions(token).then((options) => setItemOptions(options.filter((option: InventoryItemOptionDto) => option.isPurchasable))).catch(() => setItemOptions([]));
  }, [mode, seededVendorId, token]);

+  useEffect(() => {
+    if (!token || mode !== "create" || !planningOrderId || itemOptions.length === 0) {
+      return;
+    }
+
+    api.getSalesOrderPlanning(token, planningOrderId)
+      .then((planning: SalesOrderPlanningDto) => {
+        const recommendedNodes = planning.lines.flatMap((line) =>
+          collectRecommendedPurchaseNodes(line.rootNode).map((node) => ({
+            salesOrderLineId: line.lineId,
+            ...node,
+          }))
+        );
+        const filteredNodes = selectedPlanningItemId
+          ? recommendedNodes.filter((node) => node.itemId === selectedPlanningItemId)
+          : recommendedNodes;
+        const recommendedLines = filteredNodes.map((node, index) => {
+          const inventoryItem = itemOptions.find((option) => option.id === node.itemId);
+          return {
+            itemId: node.itemId,
+            description: node.itemName,
+            quantity: node.recommendedPurchaseQuantity,
+            unitOfMeasure: node.unitOfMeasure,
+            unitCost: inventoryItem?.defaultCost ?? 0,
+            salesOrderId: planning.orderId,
+            salesOrderLineId: node.salesOrderLineId,
+            position: (index + 1) * 10,
+          } satisfies PurchaseLineInput;
+        });
+
+        if (recommendedLines.length === 0) {
+          return;
+        }
+
+        const preferredVendorIds = [
+          ...new Set(
+            recommendedLines
+              .map((line) => itemOptions.find((option) => option.id === line.itemId)?.preferredVendorId)
+              .filter((vendorId): vendorId is string => Boolean(vendorId))
+          ),
+        ];
+        const autoVendorId = seededVendorId || (preferredVendorIds.length === 1 ? preferredVendorIds[0] : null);
+
+        setForm((current) => ({
+          ...current,
+          vendorId: current.vendorId || autoVendorId || "",
+          notes: current.notes || `Demand-planning recommendation from sales order ${planning.documentNumber}.`,
+          lines: current.lines.length > 0 ? current.lines : recommendedLines,
+        }));
+        if (autoVendorId) {
+          const autoVendor = vendors.find((vendor) => vendor.id === autoVendorId);
+          if (autoVendor) {
+            setVendorSearchTerm(autoVendor.name);
+          }
+        }
+        setLineSearchTerms((current) =>
+          current.length > 0 ? current : recommendedLines.map((line) => itemOptions.find((option) => option.id === line.itemId)?.sku ?? "")
+        );
+        setStatus(
+          preferredVendorIds.length > 1 && !seededVendorId
+            ? `Loaded ${recommendedLines.length} recommended buy lines from ${planning.documentNumber}. Multiple preferred vendors exist, so confirm the vendor before saving.`
+            : `Loaded ${recommendedLines.length} recommended buy lines from ${planning.documentNumber}.`
+        );
+      })
+      .catch(() => {
+        setStatus("Unable to load demand-planning recommendations.");
+      });
+  }, [itemOptions, mode, planningOrderId, seededVendorId, selectedPlanningItemId, token, vendors]);
+
  useEffect(() => {
    if (!token || mode !== "edit" || !orderId) {
      return;
@@ -59,12 +138,14 @@ export function PurchaseFormPage({ mode }: { mode: "create" | "edit" }) {
          taxPercent: document.taxPercent,
          freightAmount: document.freightAmount,
          notes: document.notes,
-          lines: document.lines.map((line: { itemId: string; description: string; quantity: number; unitOfMeasure: PurchaseLineInput["unitOfMeasure"]; unitCost: number; position: number }) => ({
+          lines: document.lines.map((line: { itemId: string; description: string; quantity: number; unitOfMeasure: PurchaseLineInput["unitOfMeasure"]; unitCost: number; position: number; salesOrderId: string | null; salesOrderLineId: string | null }) => ({
            itemId: line.itemId,
            description: line.description,
            quantity: line.quantity,
            unitOfMeasure: line.unitOfMeasure,
            unitCost: line.unitCost,
+            salesOrderId: line.salesOrderId,
+            salesOrderLineId: line.salesOrderLineId,
            position: line.position,
          })),
        });
@@ -308,6 +389,8 @@ export function PurchaseFormPage({ mode }: { mode: "create" | "edit" }) {
                                    ...line,
                                    itemId: option.id,
                                    description: line.description || option.name,
+                                    salesOrderId: line.salesOrderId ?? null,
+                                    salesOrderLineId: line.salesOrderLineId ?? null,
                                  });
                                  updateLineSearchTerm(index, option.sku);
                                  setActiveLinePicker(null);
--- a/client/src/modules/sales/SalesDetailPage.tsx
+++ b/client/src/modules/sales/SalesDetailPage.tsx
@@ -1,5 +1,5 @@
 import { permissions } from "@mrp/shared";
-import type { SalesDocumentDetailDto, SalesDocumentStatus } from "@mrp/shared/dist/sales/types.js";
+import type { SalesDocumentDetailDto, SalesDocumentStatus, SalesOrderPlanningDto, SalesOrderPlanningNodeDto } from "@mrp/shared/dist/sales/types.js";
 import type { ShipmentSummaryDto } from "@mrp/shared/dist/shipping/types.js";
 import { useEffect, useState } from "react";
 import { Link, useNavigate, useParams } from "react-router-dom";
@@ -10,6 +10,41 @@ import { salesConfigs, salesStatusOptions, type SalesDocumentEntity } from "./co
 import { SalesStatusBadge } from "./SalesStatusBadge";
 import { ShipmentStatusBadge } from "../shipping/ShipmentStatusBadge";

+function PlanningNodeCard({ node }: { node: SalesOrderPlanningNodeDto }) {
+  return (
+    <div className="rounded-3xl border border-line/70 bg-page/60 p-3" style={{ marginLeft: node.level * 12 }}>
+      <div className="flex flex-wrap items-start justify-between gap-3">
+        <div>
+          <div className="font-semibold text-text">
+            {node.itemSku} <span className="text-muted">{node.itemName}</span>
+          </div>
+          <div className="mt-1 text-xs text-muted">
+            Demand {node.grossDemand} {node.unitOfMeasure} · Type {node.itemType}
+            {node.bomQuantityPerParent !== null ? ` · Qty/parent ${node.bomQuantityPerParent}` : ""}
+          </div>
+        </div>
+        <div className="text-right text-xs text-muted">
+          <div>Linked WO {node.linkedWorkOrderSupply}</div>
+          <div>Linked PO {node.linkedPurchaseSupply}</div>
+          <div>Stock {node.supplyFromStock}</div>
+          <div>Open WO {node.supplyFromOpenWorkOrders}</div>
+          <div>Open PO {node.supplyFromOpenPurchaseOrders}</div>
+          <div>Build {node.recommendedBuildQuantity}</div>
+          <div>Buy {node.recommendedPurchaseQuantity}</div>
+          {node.uncoveredQuantity > 0 ? <div>Uncovered {node.uncoveredQuantity}</div> : null}
+        </div>
+      </div>
+      {node.children.length > 0 ? (
+        <div className="mt-3 space-y-3">
+          {node.children.map((child) => (
+            <PlanningNodeCard key={`${child.itemId}-${child.level}-${child.itemSku}-${child.grossDemand}`} node={child} />
+          ))}
+        </div>
+      ) : null}
+    </div>
+  );
+}
+
 export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
  const { token, user } = useAuth();
  const navigate = useNavigate();
@@ -23,10 +58,13 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
  const [isOpeningPdf, setIsOpeningPdf] = useState(false);
  const [isApproving, setIsApproving] = useState(false);
  const [shipments, setShipments] = useState<ShipmentSummaryDto[]>([]);
+  const [planning, setPlanning] = useState<SalesOrderPlanningDto | null>(null);

  const canManage = user?.permissions.includes(permissions.salesWrite) ?? false;
  const canManageShipping = user?.permissions.includes(permissions.shippingWrite) ?? false;
  const canReadShipping = user?.permissions.includes(permissions.shippingRead) ?? false;
+  const canManageManufacturing = user?.permissions.includes(permissions.manufacturingWrite) ?? false;
+  const canManagePurchasing = user?.permissions.includes(permissions.purchasingWrite) ?? false;

  useEffect(() => {
    if (!token || !documentId) {
@@ -34,9 +72,11 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
    }

    const loader = entity === "quote" ? api.getQuote(token, documentId) : api.getSalesOrder(token, documentId);
-    loader
-      .then((nextDocument) => {
+    const planningLoader = entity === "order" ? api.getSalesOrderPlanning(token, documentId) : Promise.resolve(null);
+    Promise.all([loader, planningLoader])
+      .then(([nextDocument, nextPlanning]) => {
        setDocument(nextDocument);
+        setPlanning(nextPlanning);
        setStatus(`${config.singularLabel} loaded.`);
        if (entity === "order" && canReadShipping) {
          api.getShipments(token, { salesOrderId: nextDocument.id }).then(setShipments).catch(() => setShipments([]));
@@ -54,6 +94,31 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {

  const activeDocument = document;

+  function buildWorkOrderRecommendationLink(itemId: string, quantity: number) {
+    const params = new URLSearchParams({
+      itemId,
+      salesOrderId: activeDocument.id,
+      quantity: quantity.toString(),
+      status: "DRAFT",
+      notes: `Generated from sales order ${activeDocument.documentNumber} demand planning.`,
+    });
+
+    return `/manufacturing/work-orders/new?${params.toString()}`;
+  }
+
+  function buildPurchaseRecommendationLink(itemId?: string, vendorId?: string | null) {
+    const params = new URLSearchParams();
+    params.set("planningOrderId", activeDocument.id);
+    if (itemId) {
+      params.set("itemId", itemId);
+    }
+    if (vendorId) {
+      params.set("vendorId", vendorId);
+    }
+
+    return `/purchasing/orders/new?${params.toString()}`;
+  }
+
  async function handleStatusChange(nextStatus: SalesDocumentStatus) {
    if (!token) {
      return;
@@ -352,6 +417,125 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
          </div>
        )}
      </section>
+      {entity === "order" && planning ? (
+        <section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
+          <div className="flex flex-wrap items-start justify-between gap-3">
+            <div>
+              <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Demand Planning</p>
+              <h3 className="mt-2 text-lg font-bold text-text">Net build and buy requirements</h3>
+              <p className="mt-2 max-w-3xl text-sm text-muted">
+                Sales-order demand is netted against available stock, active reservations, open work orders, and open purchase orders before new build or buy quantities are recommended.
+              </p>
+            </div>
+            <div className="text-right text-xs text-muted">
+              <div>Generated {new Date(planning.generatedAt).toLocaleString()}</div>
+              <div>Status {planning.status}</div>
+            </div>
+          </div>
+          <div className="mt-5 grid gap-3 xl:grid-cols-4">
+            <article className="rounded-[24px] border border-line/70 bg-page/70 px-3 py-3">
+              <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Build Recommendations</p>
+              <div className="mt-2 text-base font-bold text-text">{planning.summary.totalBuildQuantity}</div>
+              <div className="mt-1 text-xs text-muted">{planning.summary.buildRecommendationCount} items</div>
+            </article>
+            <article className="rounded-[24px] border border-line/70 bg-page/70 px-3 py-3">
+              <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Purchase Recommendations</p>
+              <div className="mt-2 text-base font-bold text-text">{planning.summary.totalPurchaseQuantity}</div>
+              <div className="mt-1 text-xs text-muted">{planning.summary.purchaseRecommendationCount} items</div>
+            </article>
+            <article className="rounded-[24px] border border-line/70 bg-page/70 px-3 py-3">
+              <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Uncovered</p>
+              <div className="mt-2 text-base font-bold text-text">{planning.summary.totalUncoveredQuantity}</div>
+              <div className="mt-1 text-xs text-muted">{planning.summary.uncoveredItemCount} items</div>
+            </article>
+            <article className="rounded-[24px] border border-line/70 bg-page/70 px-3 py-3">
+              <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Planned Items</p>
+              <div className="mt-2 text-base font-bold text-text">{planning.summary.itemCount}</div>
+              <div className="mt-1 text-xs text-muted">{planning.summary.lineCount} sales lines</div>
+            </article>
+          </div>
+          <div className="mt-5 overflow-hidden rounded-2xl border border-line/70">
+            <table className="min-w-full divide-y divide-line/70 text-sm">
+              <thead className="bg-page/80 text-left text-muted">
+                <tr>
+                  <th className="px-2 py-2">Item</th>
+                  <th className="px-2 py-2">Gross</th>
+                  <th className="px-2 py-2">Linked WO</th>
+                  <th className="px-2 py-2">Linked PO</th>
+                  <th className="px-2 py-2">Available</th>
+                  <th className="px-2 py-2">Open WO</th>
+                  <th className="px-2 py-2">Open PO</th>
+                  <th className="px-2 py-2">Build</th>
+                  <th className="px-2 py-2">Buy</th>
+                  <th className="px-2 py-2">Uncovered</th>
+                  <th className="px-2 py-2">Actions</th>
+                </tr>
+              </thead>
+              <tbody className="divide-y divide-line/70 bg-surface">
+                {planning.items.map((item) => (
+                  <tr key={item.itemId}>
+                    <td className="px-2 py-2">
+                      <div className="font-semibold text-text">{item.itemSku}</div>
+                      <div className="mt-1 text-xs text-muted">{item.itemName}</div>
+                    </td>
+                    <td className="px-2 py-2 text-muted">{item.grossDemand}</td>
+                    <td className="px-2 py-2 text-muted">{item.linkedWorkOrderSupply}</td>
+                    <td className="px-2 py-2 text-muted">{item.linkedPurchaseSupply}</td>
+                    <td className="px-2 py-2 text-muted">{item.availableQuantity}</td>
+                    <td className="px-2 py-2 text-muted">{item.openWorkOrderSupply}</td>
+                    <td className="px-2 py-2 text-muted">{item.openPurchaseSupply}</td>
+                    <td className="px-2 py-2 text-muted">{item.recommendedBuildQuantity}</td>
+                    <td className="px-2 py-2 text-muted">{item.recommendedPurchaseQuantity}</td>
+                    <td className="px-2 py-2 text-muted">{item.uncoveredQuantity}</td>
+                    <td className="px-2 py-2">
+                      <div className="flex flex-wrap gap-2">
+                        {canManageManufacturing && item.recommendedBuildQuantity > 0 ? (
+                          <Link
+                            to={buildWorkOrderRecommendationLink(item.itemId, item.recommendedBuildQuantity)}
+                            className="rounded-2xl border border-line/70 px-2 py-1 text-xs font-semibold text-text"
+                          >
+                            Draft WO
+                          </Link>
+                        ) : null}
+                        {canManagePurchasing && item.recommendedPurchaseQuantity > 0 ? (
+                          <Link
+                            to={buildPurchaseRecommendationLink(item.itemId)}
+                            className="rounded-2xl border border-line/70 px-2 py-1 text-xs font-semibold text-text"
+                          >
+                            Draft PO
+                          </Link>
+                        ) : null}
+                      </div>
+                    </td>
+                  </tr>
+                ))}
+              </tbody>
+            </table>
+          </div>
+          {canManagePurchasing && planning.summary.purchaseRecommendationCount > 0 ? (
+            <div className="mt-4 flex justify-end">
+              <Link to={buildPurchaseRecommendationLink()} className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-3 py-2 text-sm font-semibold text-text">
+                Draft purchase order from recommendations
+              </Link>
+            </div>
+          ) : null}
+          <div className="mt-5 space-y-3">
+            {planning.lines.map((line) => (
+              <div key={line.lineId} className="rounded-3xl border border-line/70 bg-page/60 p-3">
+                <div className="mb-3">
+                  <div className="font-semibold text-text">
+                    {line.itemSku} <span className="text-muted">{line.itemName}</span>
+                  </div>
+                  <div className="mt-1 text-xs text-muted">
+                    Sales-order line demand: {line.quantity} {line.unitOfMeasure}
+                  </div>
+                </div>
+                <PlanningNodeCard node={line.rootNode} />
+              </div>
+            ))}
+          </div>
+        </section>
+      ) : null}
      {entity === "order" && canReadShipping ? (
        <section className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
          <div className="flex items-center justify-between gap-3">
--- a/server/prisma/migrations/20260315212000_supply_pegging_and_vendor_sourcing/migration.sql
+++ b/server/prisma/migrations/20260315212000_supply_pegging_and_vendor_sourcing/migration.sql
@@ -0,0 +1,13 @@
+ALTER TABLE "InventoryItem" ADD COLUMN "preferredVendorId" TEXT;
+
+ALTER TABLE "WorkOrder" ADD COLUMN "salesOrderId" TEXT;
+ALTER TABLE "WorkOrder" ADD COLUMN "salesOrderLineId" TEXT;
+
+ALTER TABLE "PurchaseOrderLine" ADD COLUMN "salesOrderId" TEXT;
+ALTER TABLE "PurchaseOrderLine" ADD COLUMN "salesOrderLineId" TEXT;
+
+CREATE INDEX "InventoryItem_preferredVendorId_idx" ON "InventoryItem"("preferredVendorId");
+CREATE INDEX "WorkOrder_salesOrderId_dueDate_idx" ON "WorkOrder"("salesOrderId", "dueDate");
+CREATE INDEX "WorkOrder_salesOrderLineId_dueDate_idx" ON "WorkOrder"("salesOrderLineId", "dueDate");
+CREATE INDEX "PurchaseOrderLine_salesOrderId_position_idx" ON "PurchaseOrderLine"("salesOrderId", "position");
+CREATE INDEX "PurchaseOrderLine_salesOrderLineId_position_idx" ON "PurchaseOrderLine"("salesOrderLineId", "position");
--- a/server/prisma/schema.prisma
+++ b/server/prisma/schema.prisma
@@ -122,6 +122,7 @@ model InventoryItem {
  unitOfMeasure String
  isSellable    Boolean  @default(true)
  isPurchasable Boolean  @default(true)
+  preferredVendorId String?
  defaultCost   Float?
  defaultPrice  Float?
  notes         String
@@ -138,6 +139,9 @@ model InventoryItem {
  operations InventoryItemOperation[]
  reservations InventoryReservation[]
  transfers InventoryTransfer[]
+  preferredVendor Vendor? @relation(fields: [preferredVendorId], references: [id], onDelete: SetNull)
+
+  @@index([preferredVendorId])
 }

 model Warehouse {
@@ -325,6 +329,7 @@ model Vendor {
  contactEntries CrmContactEntry[]
  contacts     CrmContact[]
  purchaseOrders PurchaseOrder[]
+  preferredSupplyItems InventoryItem[]
 }

 model CrmContactEntry {
@@ -417,6 +422,8 @@ model SalesOrder {
  shipments      Shipment[]
  projects       Project[]
  revisions      SalesOrderRevision[]
+  workOrders     WorkOrder[]
+  purchaseOrderLines PurchaseOrderLine[]
 }

 model SalesOrderLine {
@@ -432,6 +439,8 @@ model SalesOrderLine {
  updatedAt     DateTime @updatedAt
  order         SalesOrder @relation(fields: [orderId], references: [id], onDelete: Cascade)
  item          InventoryItem @relation(fields: [itemId], references: [id], onDelete: Restrict)
+  workOrders    WorkOrder[]
+  purchaseOrderLines PurchaseOrderLine[]

  @@index([orderId, position])
 }
@@ -519,6 +528,8 @@ model WorkOrder {
  workOrderNumber   String   @unique
  itemId            String
  projectId         String?
+  salesOrderId      String?
+  salesOrderLineId  String?
  warehouseId       String
  locationId        String
  status            String
@@ -530,6 +541,8 @@ model WorkOrder {
  updatedAt         DateTime @updatedAt
  item              InventoryItem @relation(fields: [itemId], references: [id], onDelete: Restrict)
  project           Project? @relation(fields: [projectId], references: [id], onDelete: SetNull)
+  salesOrder        SalesOrder? @relation(fields: [salesOrderId], references: [id], onDelete: SetNull)
+  salesOrderLine    SalesOrderLine? @relation(fields: [salesOrderLineId], references: [id], onDelete: SetNull)
  warehouse         Warehouse @relation(fields: [warehouseId], references: [id], onDelete: Restrict)
  location          WarehouseLocation @relation(fields: [locationId], references: [id], onDelete: Restrict)
  operations        WorkOrderOperation[]
@@ -539,6 +552,8 @@ model WorkOrder {

  @@index([itemId, createdAt])
  @@index([projectId, dueDate])
+  @@index([salesOrderId, dueDate])
+  @@index([salesOrderLineId, dueDate])
  @@index([status, dueDate])
  @@index([warehouseId, createdAt])
 }
@@ -650,6 +665,8 @@ model PurchaseOrderLine {
  id            String   @id @default(cuid())
  purchaseOrderId String
  itemId        String
+  salesOrderId  String?
+  salesOrderLineId String?
  description   String
  quantity      Int
  unitOfMeasure String
@@ -659,9 +676,13 @@ model PurchaseOrderLine {
  updatedAt     DateTime @updatedAt
  purchaseOrder PurchaseOrder @relation(fields: [purchaseOrderId], references: [id], onDelete: Cascade)
  item          InventoryItem @relation(fields: [itemId], references: [id], onDelete: Restrict)
+  salesOrder    SalesOrder? @relation(fields: [salesOrderId], references: [id], onDelete: SetNull)
+  salesOrderLine SalesOrderLine? @relation(fields: [salesOrderLineId], references: [id], onDelete: SetNull)
  receiptLines  PurchaseReceiptLine[]

  @@index([purchaseOrderId, position])
+  @@index([salesOrderId, position])
+  @@index([salesOrderLineId, position])
 }

 model PurchaseReceipt {
--- a/server/src/modules/inventory/router.ts
+++ b/server/src/modules/inventory/router.ts
@@ -47,6 +47,7 @@ const inventoryItemSchema = z.object({
  unitOfMeasure: z.enum(inventoryUnitsOfMeasure),
  isSellable: z.boolean(),
  isPurchasable: z.boolean(),
+  preferredVendorId: z.string().trim().min(1).nullable(),
  defaultCost: z.number().nonnegative().nullable(),
  defaultPrice: z.number().nonnegative().nullable(),
  notes: z.string(),
--- a/server/src/modules/inventory/service.ts
+++ b/server/src/modules/inventory/service.ts
@@ -65,6 +65,10 @@ type InventoryDetailRecord = {
  unitOfMeasure: string;
  isSellable: boolean;
  isPurchasable: boolean;
+  preferredVendor: {
+    id: string;
+    name: string;
+  } | null;
  defaultCost: number | null;
  defaultPrice: number | null;
  notes: string;
@@ -392,6 +396,8 @@ function mapDetail(record: InventoryDetailRecord): InventoryItemDetailDto {
    description: record.description,
    defaultCost: record.defaultCost,
    defaultPrice: record.defaultPrice,
+    preferredVendorId: record.preferredVendor?.id ?? null,
+    preferredVendorName: record.preferredVendor?.name ?? null,
    notes: record.notes,
    createdAt: record.createdAt.toISOString(),
    bomLines: record.bomLines.slice().sort((a, b) => a.position - b.position).map(mapBomLine),
@@ -595,6 +601,30 @@ async function validateOperations(type: InventoryItemType, operations: Inventory
  return { ok: true as const, operations: normalized };
 }

+async function validatePreferredVendor(isPurchasable: boolean, preferredVendorId: string | null) {
+  if (!preferredVendorId) {
+    return { ok: true as const };
+  }
+
+  if (!isPurchasable) {
+    return { ok: false as const, reason: "Only purchasable items may define a preferred vendor." };
+  }
+
+  const vendor = await prisma.vendor.findUnique({
+    where: { id: preferredVendorId },
+    select: {
+      id: true,
+      status: true,
+    },
+  });
+
+  if (!vendor || vendor.status === "INACTIVE") {
+    return { ok: false as const, reason: "Preferred vendor was not found or is inactive." };
+  }
+
+  return { ok: true as const };
+}
+
 async function getActiveReservedQuantity(itemId: string, warehouseId: string, locationId: string) {
  const reservations = await prisma.inventoryReservation.findMany({
    where: {
@@ -639,7 +669,14 @@ export async function listInventoryItemOptions() {
      sku: true,
      name: true,
      isPurchasable: true,
+      defaultCost: true,
      defaultPrice: true,
+      preferredVendor: {
+        select: {
+          id: true,
+          name: true,
+        },
+      },
    },
    orderBy: [{ sku: "asc" }],
  });
@@ -649,7 +686,10 @@ export async function listInventoryItemOptions() {
    sku: item.sku,
    name: item.name,
    isPurchasable: item.isPurchasable,
+    defaultCost: item.defaultCost,
    defaultPrice: item.defaultPrice,
+    preferredVendorId: item.preferredVendor?.id ?? null,
+    preferredVendorName: item.preferredVendor?.name ?? null,
  }));
 }

@@ -681,6 +721,12 @@ export async function getInventoryItemById(itemId: string) {
        },
        orderBy: [{ position: "asc" }, { createdAt: "asc" }],
      },
+      preferredVendor: {
+        select: {
+          id: true,
+          name: true,
+        },
+      },
      inventoryTransactions: {
        include: {
          warehouse: {
@@ -1027,6 +1073,10 @@ export async function createInventoryItem(payload: InventoryItemInput, actorId?:
  if (!validatedOperations.ok) {
    return null;
  }
+  const validatedPreferredVendor = await validatePreferredVendor(payload.isPurchasable, payload.preferredVendorId);
+  if (!validatedPreferredVendor.ok) {
+    return null;
+  }

  const item = await prisma.inventoryItem.create({
    data: {
@@ -1038,6 +1088,7 @@ export async function createInventoryItem(payload: InventoryItemInput, actorId?:
      unitOfMeasure: payload.unitOfMeasure,
      isSellable: payload.isSellable,
      isPurchasable: payload.isPurchasable,
+      preferredVendorId: payload.preferredVendorId,
      defaultCost: payload.defaultCost,
      defaultPrice: payload.defaultPrice,
      notes: payload.notes,
@@ -1091,6 +1142,10 @@ export async function updateInventoryItem(itemId: string, payload: InventoryItem
  if (!validatedOperations.ok) {
    return null;
  }
+  const validatedPreferredVendor = await validatePreferredVendor(payload.isPurchasable, payload.preferredVendorId);
+  if (!validatedPreferredVendor.ok) {
+    return null;
+  }

  const item = await prisma.inventoryItem.update({
    where: { id: itemId },
@@ -1103,6 +1158,7 @@ export async function updateInventoryItem(itemId: string, payload: InventoryItem
      unitOfMeasure: payload.unitOfMeasure,
      isSellable: payload.isSellable,
      isPurchasable: payload.isPurchasable,
+      preferredVendorId: payload.preferredVendorId,
      defaultCost: payload.defaultCost,
      defaultPrice: payload.defaultPrice,
      notes: payload.notes,
--- a/server/src/modules/manufacturing/router.ts
+++ b/server/src/modules/manufacturing/router.ts
@@ -30,6 +30,8 @@ const stationSchema = z.object({
 const workOrderSchema = z.object({
  itemId: z.string().trim().min(1),
  projectId: z.string().trim().min(1).nullable(),
+  salesOrderId: z.string().trim().min(1).nullable(),
+  salesOrderLineId: z.string().trim().min(1).nullable(),
  status: z.enum(workOrderStatuses),
  quantity: z.number().int().positive(),
  warehouseId: z.string().trim().min(1),
--- a/server/src/modules/manufacturing/service.ts
+++ b/server/src/modules/manufacturing/service.ts
@@ -75,6 +75,13 @@ type WorkOrderRecord = {
      name: string;
    };
  } | null;
+  salesOrder: {
+    id: string;
+    documentNumber: string;
+  } | null;
+  salesOrderLine: {
+    id: string;
+  } | null;
  warehouse: {
    id: string;
    code: string;
@@ -191,6 +198,17 @@ function buildInclude() {
        },
      },
    },
+    salesOrder: {
+      select: {
+        id: true,
+        documentNumber: true,
+      },
+    },
+    salesOrderLine: {
+      select: {
+        id: true,
+      },
+    },
    warehouse: {
      select: {
        id: true,
@@ -278,6 +296,9 @@ function mapSummary(record: WorkOrderRecord): WorkOrderSummaryDto {
    projectId: record.project?.id ?? null,
    projectNumber: record.project?.projectNumber ?? null,
    projectName: record.project?.name ?? null,
+    salesOrderId: record.salesOrder?.id ?? null,
+    salesOrderLineId: record.salesOrderLine?.id ?? null,
+    salesOrderNumber: record.salesOrder?.documentNumber ?? null,
    quantity: record.quantity,
    completedQuantity: record.completedQuantity,
    dueDate: record.dueDate ? record.dueDate.toISOString() : null,
@@ -293,7 +314,10 @@ function mapSummary(record: WorkOrderRecord): WorkOrderSummaryDto {
  };
 }

-function mapDetail(record: WorkOrderRecord): WorkOrderDetailDto {
+function mapDetail(
+  record: WorkOrderRecord,
+  componentAvailability: Map<string, { onHandQuantity: number; reservedQuantity: number }>
+): WorkOrderDetailDto {
  const issuedByComponent = new Map<string, number>();

  for (const issue of record.materialIssues) {
@@ -325,6 +349,11 @@ function mapDetail(record: WorkOrderRecord): WorkOrderDetailDto {
    materialRequirements: record.item.bomLines.map((line) => {
      const requiredQuantity = line.quantity * record.quantity;
      const issuedQuantity = issuedByComponent.get(line.componentItem.id) ?? 0;
+      const availability = componentAvailability.get(line.componentItem.id) ?? { onHandQuantity: 0, reservedQuantity: 0 };
+      const onHandQuantity = availability.onHandQuantity;
+      const reservedQuantity = availability.reservedQuantity;
+      const availableQuantity = onHandQuantity - reservedQuantity;
+      const shortageQuantity = Math.max(requiredQuantity - issuedQuantity - Math.max(availableQuantity, 0), 0);

      return {
        componentItemId: line.componentItem.id,
@@ -335,6 +364,10 @@ function mapDetail(record: WorkOrderRecord): WorkOrderDetailDto {
        requiredQuantity,
        issuedQuantity,
        remainingQuantity: Math.max(requiredQuantity - issuedQuantity, 0),
+        onHandQuantity,
+        reservedQuantity,
+        availableQuantity,
+        shortageQuantity,
      };
    }),
    materialIssues: record.materialIssues.map((issue) => ({
@@ -531,6 +564,63 @@ async function getItemLocationOnHand(itemId: string, warehouseId: string, locati
  }, 0);
 }

+async function getComponentAvailability(workOrder: WorkOrderRecord) {
+  const componentItemIds = [...new Set(workOrder.item.bomLines.map((line) => line.componentItem.id))];
+  if (componentItemIds.length === 0) {
+    return new Map<string, { onHandQuantity: number; reservedQuantity: number }>();
+  }
+
+  const [transactions, reservations] = await Promise.all([
+    prisma.inventoryTransaction.findMany({
+      where: {
+        itemId: { in: componentItemIds },
+        warehouseId: workOrder.warehouse.id,
+        locationId: workOrder.location.id,
+      },
+      select: {
+        itemId: true,
+        transactionType: true,
+        quantity: true,
+      },
+    }),
+    prisma.inventoryReservation.findMany({
+      where: {
+        itemId: { in: componentItemIds },
+        warehouseId: workOrder.warehouse.id,
+        locationId: workOrder.location.id,
+        status: "ACTIVE",
+      },
+      select: {
+        itemId: true,
+        quantity: true,
+      },
+    }),
+  ]);
+
+  const availability = new Map<string, { onHandQuantity: number; reservedQuantity: number }>();
+  for (const itemId of componentItemIds) {
+    availability.set(itemId, { onHandQuantity: 0, reservedQuantity: 0 });
+  }
+
+  for (const transaction of transactions) {
+    const current = availability.get(transaction.itemId);
+    if (!current) {
+      continue;
+    }
+    current.onHandQuantity += transaction.transactionType === "RECEIPT" || transaction.transactionType === "ADJUSTMENT_IN" ? transaction.quantity : -transaction.quantity;
+  }
+
+  for (const reservation of reservations) {
+    const current = availability.get(reservation.itemId);
+    if (!current) {
+      continue;
+    }
+    current.reservedQuantity += reservation.quantity;
+  }
+
+  return availability;
+}
+
 async function validateWorkOrderInput(payload: WorkOrderInput) {
  const item = await prisma.inventoryItem.findUnique({
    where: { id: payload.itemId },
@@ -573,6 +663,40 @@ async function validateWorkOrderInput(payload: WorkOrderInput) {
    }
  }

+  if (payload.salesOrderId) {
+    const salesOrder = await prisma.salesOrder.findUnique({
+      where: { id: payload.salesOrderId },
+      select: { id: true },
+    });
+
+    if (!salesOrder) {
+      return { ok: false as const, reason: "Linked sales order was not found." };
+    }
+  }
+
+  if (payload.salesOrderLineId) {
+    if (!payload.salesOrderId) {
+      return { ok: false as const, reason: "Linked sales-order line requires a linked sales order." };
+    }
+
+    const salesOrderLine = await prisma.salesOrderLine.findUnique({
+      where: { id: payload.salesOrderLineId },
+      select: {
+        id: true,
+        orderId: true,
+        itemId: true,
+      },
+    });
+
+    if (!salesOrderLine || salesOrderLine.orderId !== payload.salesOrderId) {
+      return { ok: false as const, reason: "Linked sales-order line was not found on the selected sales order." };
+    }
+
+    if (salesOrderLine.itemId !== payload.itemId) {
+      return { ok: false as const, reason: "Linked sales-order line item does not match the selected build item." };
+    }
+  }
+
  const location = await prisma.warehouseLocation.findUnique({
    where: { id: payload.locationId },
    select: {
@@ -727,7 +851,11 @@ export async function getWorkOrderById(workOrderId: string) {
    include: buildInclude(),
  });

-  return workOrder ? mapDetail(workOrder as WorkOrderRecord) : null;
+  if (!workOrder) {
+    return null;
+  }
+
+  return mapDetail(workOrder as WorkOrderRecord, await getComponentAvailability(workOrder as WorkOrderRecord));
 }

 export async function createWorkOrder(payload: WorkOrderInput, actorId?: string | null) {
@@ -742,6 +870,8 @@ export async function createWorkOrder(payload: WorkOrderInput, actorId?: string
      workOrderNumber,
      itemId: payload.itemId,
      projectId: payload.projectId,
+      salesOrderId: payload.salesOrderId,
+      salesOrderLineId: payload.salesOrderLineId,
      warehouseId: payload.warehouseId,
      locationId: payload.locationId,
      status: payload.status,
@@ -804,6 +934,8 @@ export async function updateWorkOrder(workOrderId: string, payload: WorkOrderInp
    data: {
      itemId: payload.itemId,
      projectId: payload.projectId,
+      salesOrderId: payload.salesOrderId,
+      salesOrderLineId: payload.salesOrderLineId,
      warehouseId: payload.warehouseId,
      locationId: payload.locationId,
      status: payload.status,
@@ -916,7 +1048,7 @@ export async function issueWorkOrderMaterial(workOrderId: string, payload: WorkO
    return { ok: false as const, reason: "Warehouse location is invalid for the selected warehouse." };
  }

-  const currentDetail = mapDetail(workOrder as WorkOrderRecord);
+  const currentDetail = mapDetail(workOrder as WorkOrderRecord, await getComponentAvailability(workOrder as WorkOrderRecord));
  const currentRequirement = currentDetail.materialRequirements.find(
    (requirement: WorkOrderDetailDto["materialRequirements"][number]) => requirement.componentItemId === payload.componentItemId
  );
--- a/server/src/modules/purchasing/router.ts
+++ b/server/src/modules/purchasing/router.ts
@@ -17,6 +17,8 @@ import {

 const purchaseLineSchema = z.object({
  itemId: z.string().trim().min(1),
+  salesOrderId: z.string().trim().min(1).nullable().optional(),
+  salesOrderLineId: z.string().trim().min(1).nullable().optional(),
  description: z.string(),
  quantity: z.number().int().positive(),
  unitOfMeasure: z.enum(inventoryUnitsOfMeasure),
--- a/server/src/modules/purchasing/service.ts
+++ b/server/src/modules/purchasing/service.ts
@@ -45,6 +45,8 @@ export interface PurchaseOrderPdfData {

 type PurchaseLineRecord = {
  id: string;
+  salesOrderId: string | null;
+  salesOrderLineId: string | null;
  description: string;
  quantity: number;
  unitOfMeasure: string;
@@ -58,6 +60,10 @@ type PurchaseLineRecord = {
    sku: string;
    name: string;
  };
+  salesOrder: {
+    id: string;
+    documentNumber: string;
+  } | null;
 };

 type PurchaseReceiptLineRecord = {
@@ -175,6 +181,8 @@ function normalizeLines(lines: PurchaseLineInput[]) {
  return lines
    .map((line, index) => ({
      itemId: line.itemId,
+      salesOrderId: line.salesOrderId ?? null,
+      salesOrderLineId: line.salesOrderLineId ?? null,
      description: line.description.trim(),
      quantity: Number(line.quantity),
      unitOfMeasure: line.unitOfMeasure,
@@ -213,6 +221,63 @@ async function validateLines(lines: PurchaseLineInput[]) {
    return { ok: false as const, reason: "Purchase orders can only include purchasable inventory items." };
  }

+  const salesOrderIds = [...new Set(normalized.flatMap((line) => (line.salesOrderId ? [line.salesOrderId] : [])))];
+  const salesOrderLineIds = [...new Set(normalized.flatMap((line) => (line.salesOrderLineId ? [line.salesOrderLineId] : [])))];
+
+  if (normalized.some((line) => line.salesOrderLineId && !line.salesOrderId)) {
+    return { ok: false as const, reason: "Linked sales-order lines require a linked sales order." };
+  }
+
+  if (salesOrderIds.length > 0) {
+    const salesOrders = await prisma.salesOrder.findMany({
+      where: { id: { in: salesOrderIds } },
+      select: { id: true },
+    });
+
+    if (salesOrders.length !== salesOrderIds.length) {
+      return { ok: false as const, reason: "One or more linked sales orders do not exist." };
+    }
+  }
+
+  if (salesOrderLineIds.length > 0) {
+    const salesOrderLines = await prisma.salesOrderLine.findMany({
+      where: { id: { in: salesOrderLineIds } },
+      select: {
+        id: true,
+        orderId: true,
+        itemId: true,
+      },
+    });
+    const salesOrderLinesById = new Map(
+      salesOrderLines.map((line) => [
+        line.id,
+        {
+          orderId: line.orderId,
+          itemId: line.itemId,
+        },
+      ])
+    );
+
+    if (salesOrderLines.length !== salesOrderLineIds.length) {
+      return { ok: false as const, reason: "One or more linked sales-order lines do not exist." };
+    }
+
+    for (const line of normalized) {
+      if (!line.salesOrderLineId) {
+        continue;
+      }
+
+      const salesOrderLine = salesOrderLinesById.get(line.salesOrderLineId);
+      if (!salesOrderLine || salesOrderLine.orderId !== line.salesOrderId) {
+        return { ok: false as const, reason: "Linked sales-order line does not belong to the selected sales order." };
+      }
+
+      if (salesOrderLine.itemId !== line.itemId) {
+        return { ok: false as const, reason: "Linked sales-order line item does not match the purchase item." };
+      }
+    }
+  }
+
  return { ok: true as const, lines: normalized };
 }

@@ -240,6 +305,9 @@ function mapPurchaseOrder(record: PurchaseOrderRecord): PurchaseOrderDetailDto {
      lineTotal: line.quantity * line.unitCost,
      receivedQuantity: receivedByLineId.get(line.id) ?? 0,
      remainingQuantity: Math.max(0, line.quantity - (receivedByLineId.get(line.id) ?? 0)),
+      salesOrderId: line.salesOrderId,
+      salesOrderLineId: line.salesOrderLineId,
+      salesOrderNumber: line.salesOrder?.documentNumber ?? null,
      position: line.position,
    }));
  const totals = calculateTotals(
@@ -305,6 +373,12 @@ const purchaseOrderInclude = Prisma.validator<Prisma.PurchaseOrderInclude>()({
          name: true,
        },
      },
+      salesOrder: {
+        select: {
+          id: true,
+          documentNumber: true,
+        },
+      },
    },
    orderBy: [{ position: "asc" }, { createdAt: "asc" }],
  },
--- a/server/src/modules/sales/planning.ts
+++ b/server/src/modules/sales/planning.ts
--- a/server/src/modules/sales/router.ts
+++ b/server/src/modules/sales/router.ts
@@ -18,6 +18,7 @@ import {
  updateSalesDocumentStatus,
  updateSalesDocument,
 } from "./service.js";
+import { getDemandPlanningRollup, getSalesOrderPlanningById } from "./planning.js";

 const salesLineSchema = z.object({
  itemId: z.string().trim().min(1),
@@ -216,6 +217,24 @@ salesRouter.get("/orders/:orderId", requirePermissions([permissions.salesRead]),
  return ok(response, order);
 });

+salesRouter.get("/orders/:orderId/planning", requirePermissions([permissions.salesRead]), async (request, response) => {
+  const orderId = getRouteParam(request.params.orderId);
+  if (!orderId) {
+    return fail(response, 400, "INVALID_INPUT", "Sales order id is invalid.");
+  }
+
+  const planning = await getSalesOrderPlanningById(orderId);
+  if (!planning) {
+    return fail(response, 404, "SALES_ORDER_NOT_FOUND", "Sales order was not found.");
+  }
+
+  return ok(response, planning);
+});
+
+salesRouter.get("/planning-rollup", requirePermissions([permissions.salesRead]), async (_request, response) => {
+  return ok(response, await getDemandPlanningRollup());
+});
+
 salesRouter.post("/orders", requirePermissions([permissions.salesWrite]), async (request, response) => {
  const parsed = orderSchema.safeParse(request.body);
  if (!parsed.success) {
--- a/server/tests/sales-planning.test.ts
+++ b/server/tests/sales-planning.test.ts
@@ -0,0 +1,166 @@
+import { describe, expect, it } from "vitest";
+
+import { buildSalesOrderPlanning, type SalesOrderPlanningSnapshot } from "../src/modules/sales/planning.js";
+
+describe("sales order planning", () => {
+  it("nets stock and open supply before cascading build demand into child components", () => {
+    const snapshot: SalesOrderPlanningSnapshot = {
+      orderId: "order-1",
+      documentNumber: "SO-00001",
+      status: "APPROVED",
+      lines: [
+        {
+          id: "line-1",
+          itemId: "assembly-1",
+          itemSku: "ASSY-100",
+          itemName: "Assembly",
+          quantity: 5,
+          unitOfMeasure: "EA",
+        },
+      ],
+      itemsById: {
+        "assembly-1": {
+          id: "assembly-1",
+          sku: "ASSY-100",
+          name: "Assembly",
+          type: "ASSEMBLY",
+          unitOfMeasure: "EA",
+          isPurchasable: false,
+          bomLines: [
+            {
+              componentItemId: "mfg-1",
+              quantity: 2,
+              unitOfMeasure: "EA",
+            },
+            {
+              componentItemId: "buy-1",
+              quantity: 3,
+              unitOfMeasure: "EA",
+            },
+          ],
+        },
+        "mfg-1": {
+          id: "mfg-1",
+          sku: "MFG-200",
+          name: "Manufactured Child",
+          type: "MANUFACTURED",
+          unitOfMeasure: "EA",
+          isPurchasable: false,
+          bomLines: [
+            {
+              componentItemId: "buy-2",
+              quantity: 4,
+              unitOfMeasure: "EA",
+            },
+          ],
+        },
+        "buy-1": {
+          id: "buy-1",
+          sku: "BUY-300",
+          name: "Purchased Child",
+          type: "PURCHASED",
+          unitOfMeasure: "EA",
+          isPurchasable: true,
+          bomLines: [],
+        },
+        "buy-2": {
+          id: "buy-2",
+          sku: "BUY-400",
+          name: "Raw Material",
+          type: "PURCHASED",
+          unitOfMeasure: "EA",
+          isPurchasable: true,
+          bomLines: [],
+        },
+      },
+      supplyByItemId: {
+        "assembly-1": {
+          onHandQuantity: 1,
+          reservedQuantity: 0,
+          availableQuantity: 1,
+          openWorkOrderSupply: 1,
+          openPurchaseSupply: 0,
+        },
+        "mfg-1": {
+          onHandQuantity: 2,
+          reservedQuantity: 0,
+          availableQuantity: 2,
+          openWorkOrderSupply: 1,
+          openPurchaseSupply: 0,
+        },
+        "buy-1": {
+          onHandQuantity: 4,
+          reservedQuantity: 1,
+          availableQuantity: 3,
+          openWorkOrderSupply: 0,
+          openPurchaseSupply: 5,
+        },
+        "buy-2": {
+          onHandQuantity: 1,
+          reservedQuantity: 0,
+          availableQuantity: 1,
+          openWorkOrderSupply: 0,
+          openPurchaseSupply: 2,
+        },
+      },
+      orderLinkedSupplyByItemId: {
+        "assembly-1": {
+          linkedWorkOrderSupply: 1,
+          linkedPurchaseSupply: 0,
+        },
+        "mfg-1": {
+          linkedWorkOrderSupply: 0,
+          linkedPurchaseSupply: 0,
+        },
+        "buy-1": {
+          linkedWorkOrderSupply: 0,
+          linkedPurchaseSupply: 0,
+        },
+        "buy-2": {
+          linkedWorkOrderSupply: 0,
+          linkedPurchaseSupply: 3,
+        },
+      },
+      lineLinkedSupplyByLineId: {
+        "line-1": {
+          "buy-1": {
+            linkedWorkOrderSupply: 0,
+            linkedPurchaseSupply: 2,
+          },
+        },
+      },
+    };
+
+    const planning = buildSalesOrderPlanning(snapshot);
+
+    expect(planning.summary.totalBuildQuantity).toBe(3);
+    expect(planning.summary.totalPurchaseQuantity).toBe(0);
+
+    const assembly = planning.items.find((item) => item.itemId === "assembly-1");
+    const manufacturedChild = planning.items.find((item) => item.itemId === "mfg-1");
+    const purchasedChild = planning.items.find((item) => item.itemId === "buy-1");
+    const rawMaterial = planning.items.find((item) => item.itemId === "buy-2");
+
+    expect(assembly?.linkedWorkOrderSupply).toBe(1);
+    expect(assembly?.recommendedBuildQuantity).toBe(2);
+    expect(assembly?.supplyFromStock).toBe(1);
+    expect(assembly?.supplyFromOpenWorkOrders).toBe(1);
+
+    expect(manufacturedChild?.grossDemand).toBe(4);
+    expect(manufacturedChild?.recommendedBuildQuantity).toBe(1);
+    expect(manufacturedChild?.supplyFromStock).toBe(2);
+    expect(manufacturedChild?.supplyFromOpenWorkOrders).toBe(1);
+
+    expect(purchasedChild?.grossDemand).toBe(6);
+    expect(purchasedChild?.linkedPurchaseSupply).toBe(2);
+    expect(purchasedChild?.recommendedPurchaseQuantity).toBe(0);
+    expect(purchasedChild?.supplyFromStock).toBe(3);
+    expect(purchasedChild?.supplyFromOpenPurchaseOrders).toBe(1);
+
+    expect(rawMaterial?.grossDemand).toBe(4);
+    expect(rawMaterial?.linkedPurchaseSupply).toBe(3);
+    expect(rawMaterial?.recommendedPurchaseQuantity).toBe(0);
+    expect(rawMaterial?.supplyFromStock).toBe(1);
+    expect(rawMaterial?.supplyFromOpenPurchaseOrders).toBe(0);
+  });
+});
--- a/shared/src/inventory/types.ts
+++ b/shared/src/inventory/types.ts
@@ -56,7 +56,10 @@ export interface InventoryItemOptionDto {
  sku: string;
  name: string;
  isPurchasable: boolean;
+  defaultCost: number | null;
  defaultPrice: number | null;
+  preferredVendorId: string | null;
+  preferredVendorName: string | null;
 }

 export interface WarehouseLocationOptionDto {
@@ -210,6 +213,8 @@ export interface InventoryItemDetailDto extends InventoryItemSummaryDto {
  description: string;
  defaultCost: number | null;
  defaultPrice: number | null;
+  preferredVendorId: string | null;
+  preferredVendorName: string | null;
  notes: string;
  createdAt: string;
  bomLines: InventoryBomLineDto[];
@@ -234,6 +239,7 @@ export interface InventoryItemInput {
  isPurchasable: boolean;
  defaultCost: number | null;
  defaultPrice: number | null;
+  preferredVendorId: string | null;
  notes: string;
  bomLines: InventoryBomLineInput[];
  operations: InventoryItemOperationInput[];
--- a/shared/src/manufacturing/types.ts
+++ b/shared/src/manufacturing/types.ts
@@ -58,6 +58,9 @@ export interface WorkOrderSummaryDto {
  locationId: string;
  locationCode: string;
  locationName: string;
+  salesOrderId: string | null;
+  salesOrderLineId: string | null;
+  salesOrderNumber: string | null;
  operationCount: number;
  totalPlannedMinutes: number;
  updatedAt: string;
@@ -87,6 +90,10 @@ export interface WorkOrderMaterialRequirementDto {
  requiredQuantity: number;
  issuedQuantity: number;
  remainingQuantity: number;
+  onHandQuantity: number;
+  reservedQuantity: number;
+  availableQuantity: number;
+  shortageQuantity: number;
 }

 export interface WorkOrderMaterialIssueDto {
@@ -130,6 +137,8 @@ export interface WorkOrderDetailDto extends WorkOrderSummaryDto {
 export interface WorkOrderInput {
  itemId: string;
  projectId: string | null;
+  salesOrderId: string | null;
+  salesOrderLineId: string | null;
  status: WorkOrderStatus;
  quantity: number;
  warehouseId: string;
--- a/shared/src/purchasing/types.ts
+++ b/shared/src/purchasing/types.ts
@@ -24,6 +24,9 @@ export interface PurchaseLineDto {
  lineTotal: number;
  receivedQuantity: number;
  remainingQuantity: number;
+  salesOrderId: string | null;
+  salesOrderLineId: string | null;
+  salesOrderNumber: string | null;
  position: number;
 }

@@ -33,6 +36,8 @@ export interface PurchaseLineInput {
  quantity: number;
  unitOfMeasure: InventoryUnitOfMeasure;
  unitCost: number;
+  salesOrderId?: string | null;
+  salesOrderLineId?: string | null;
  position: number;
 }

--- a/shared/src/sales/types.ts
+++ b/shared/src/sales/types.ts
@@ -64,6 +64,116 @@ export interface SalesDocumentDetailDto extends SalesDocumentSummaryDto {
  revisions: SalesDocumentRevisionDto[];
 }

+export interface SalesOrderPlanningNodeDto {
+  itemId: string;
+  itemSku: string;
+  itemName: string;
+  itemType: string;
+  unitOfMeasure: InventoryUnitOfMeasure;
+  level: number;
+  grossDemand: number;
+  availableBefore: number;
+  availableAfter: number;
+  linkedWorkOrderSupply: number;
+  linkedPurchaseSupply: number;
+  supplyFromStock: number;
+  openWorkOrderSupply: number;
+  openPurchaseSupply: number;
+  supplyFromOpenWorkOrders: number;
+  supplyFromOpenPurchaseOrders: number;
+  recommendedBuildQuantity: number;
+  recommendedPurchaseQuantity: number;
+  uncoveredQuantity: number;
+  bomQuantityPerParent: number | null;
+  children: SalesOrderPlanningNodeDto[];
+}
+
+export interface SalesOrderPlanningLineDto {
+  lineId: string;
+  itemId: string;
+  itemSku: string;
+  itemName: string;
+  quantity: number;
+  unitOfMeasure: InventoryUnitOfMeasure;
+  rootNode: SalesOrderPlanningNodeDto;
+}
+
+export interface SalesOrderPlanningItemDto {
+  itemId: string;
+  itemSku: string;
+  itemName: string;
+  itemType: string;
+  unitOfMeasure: InventoryUnitOfMeasure;
+  grossDemand: number;
+  onHandQuantity: number;
+  reservedQuantity: number;
+  availableQuantity: number;
+  linkedWorkOrderSupply: number;
+  linkedPurchaseSupply: number;
+  openWorkOrderSupply: number;
+  openPurchaseSupply: number;
+  supplyFromStock: number;
+  supplyFromOpenWorkOrders: number;
+  supplyFromOpenPurchaseOrders: number;
+  recommendedBuildQuantity: number;
+  recommendedPurchaseQuantity: number;
+  uncoveredQuantity: number;
+}
+
+export interface SalesOrderPlanningSummaryDto {
+  lineCount: number;
+  itemCount: number;
+  buildRecommendationCount: number;
+  purchaseRecommendationCount: number;
+  uncoveredItemCount: number;
+  totalBuildQuantity: number;
+  totalPurchaseQuantity: number;
+  totalUncoveredQuantity: number;
+}
+
+export interface SalesOrderPlanningDto {
+  orderId: string;
+  documentNumber: string;
+  status: SalesDocumentStatus;
+  generatedAt: string;
+  summary: SalesOrderPlanningSummaryDto;
+  lines: SalesOrderPlanningLineDto[];
+  items: SalesOrderPlanningItemDto[];
+}
+
+export interface DemandPlanningProjectSummaryDto {
+  projectId: string;
+  projectNumber: string;
+  projectName: string;
+  salesOrderId: string;
+  salesOrderNumber: string;
+  totalBuildQuantity: number;
+  totalPurchaseQuantity: number;
+  totalUncoveredQuantity: number;
+  buildRecommendationCount: number;
+  purchaseRecommendationCount: number;
+  uncoveredItemCount: number;
+}
+
+export interface DemandPlanningRollupSummaryDto {
+  orderCount: number;
+  projectCount: number;
+  itemCount: number;
+  buildRecommendationCount: number;
+  purchaseRecommendationCount: number;
+  uncoveredItemCount: number;
+  totalBuildQuantity: number;
+  totalPurchaseQuantity: number;
+  totalUncoveredQuantity: number;
+}
+
+export interface DemandPlanningRollupDto {
+  generatedAt: string;
+  summary: DemandPlanningRollupSummaryDto;
+  items: SalesOrderPlanningItemDto[];
+  projects: DemandPlanningProjectSummaryDto[];
+}
+
 export interface SalesDocumentInput {
  customerId: string;
  status: SalesDocumentStatus;
Author	SHA1	Message	Date
jason	59754c7657	PO logic	2026-03-15 16:40:25 -05:00
jason	15116807ce	demand planning	2026-03-15 15:45:29 -05:00