182 lines
18 KiB
Markdown
182 lines
18 KiB
Markdown
# Changelog
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This file is the running release and change log for CODEXIUM. Keep it updated whenever shipped functionality, architecture expectations, deployment behavior, or operator-facing workflows materially change.
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## Unreleased
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### Added
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- Reverse project visibility on quote and sales-order detail pages, purchase-order header project linkage, sales-order-driven project auto-derivation for new work orders and purchase orders, quote-to-sales-order project carry-through during conversion, and migration backfill for existing work orders and purchase orders linked through project sales orders
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- Finance module with customer-payment posting against sales orders, finance costing assumptions, sales-order cash/spend ledger rollups, manufacturing cost snapshots, and CapEx tracking for equipment, tooling, and consumables
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- Inventory-backed shipment picking from shipment detail pages, including sales-order line remaining-quantity visibility, warehouse/location source selection, issued-stock posting, and shipment pick history
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- Project cockpit section on project detail pages for commercial, supply, execution, delivery, purchasing, readiness-risk, and project cost snapshot rollups, plus direct launch paths into prefilled work-order and purchase-order follow-through and a chronological project activity timeline
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- Planning workbench replacing the old one-note planning screen with mode switching, dense exception rail, heatmap load view, agenda view, and focus drawer
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- Planning workbench dispatch upgrade with station load summaries, readiness scoring, release-ready and blocker filters, richer planner rows, and inline release/build/buy actions
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- Manufacturing finite-capacity slice with station daily capacity, parallel capacity, working-day calendars, calendar-aware operation scheduling, and operation-level rescheduling from the work-order detail page
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- Manufacturing station edit support for working days, active state, queue, and capacity settings directly from the manufacturing screen
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- Operation execution controls on work orders, including start/pause/resume/complete actions, labor posting, and actual-minute rollups by operation and work order
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- Operation operator assignment and timer-based labor capture, with timer stop posting elapsed minutes back as labor entries
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- Workbench rebalance controls for operation rows, including planner-side datetime rescheduling, quick shift moves, and heatmap-day targeting without leaving the dispatch surface
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- Workbench station-to-station rebalance so planners can move an operation onto another active work center and rebuild the downstream chain from the same dispatch surface
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- Workbench drag scheduling in station grouping mode, with draggable operation cards, station drop targets, heatmap-day-aware drop timing, and projected post-drop load cues before the move is committed
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- Workbench station cards now show planned-vs-actual load so planners can compare schedule intent against recorded execution time
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- Work-order `On Hold` quick status changes now require a recorded hold reason and persist the active blocker on the work-order record and audit trail
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- Project milestone cards now support inline quick status actions for start, block, complete, reset, and reopen flows directly from the project detail view
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- Project milestones with status, due dates, notes, and edit-time sequencing inside the project workflow
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- UI density standardization pass across app shell, dashboard, finance, project detail, manufacturing detail, and admin surfaces, including tighter panel spacing, more compact shell/navigation spacing, and removal of redundant explanatory subcopy in favor of concise uppercase section labels
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- Continued density standardization across CRM, inventory, sales, purchasing, and shipping list/detail surfaces so module headers, filter bars, and status panels follow the same tighter uppercase operational pattern
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- Continued density standardization across CRM, sales, purchasing, shipping, manufacturing, and project form/detail headers so editor and record surfaces now follow the same compact uppercase pattern with less redundant helper copy
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- Continued density standardization across CRM detail internals and inventory item editing so secondary cards, timeline/history panels, thumbnail panels, BOM/routing editors, and empty states use the tighter shared surface treatment with less filler copy
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- Continued density standardization across inventory detail transaction/transfer/reservation surfaces, and fixed item-editor navigation controls so SKU master and cancel actions navigate reliably from the create-item form
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- Continued density standardization across sales, purchasing, shipping, and manufacturing editor internals, and standardized form-header cancel actions onto button-driven navigation to avoid in-form route-transition edge cases
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- Continued density standardization across sales, purchasing, shipping, and manufacturing detail internals, including denser KPI strips, tighter side panels, shorter empty states, and less redundant context copy on high-traffic record views
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- Continued density standardization across shared attachment and revision-comparison surfaces, and changed inventory item-editor exit actions to hard navigation so SKU master and cancel transitions no longer depend on client-side router state
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- Continued density standardization across the SKU master builder and planning workbench, including tighter tree and board panels, denser exception and focus surfaces, shorter empty states, and less helper copy on those operational screens
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- Continued density standardization across warehouse list/detail/editor screens and the manufacturing station surface, including tighter status blocks, denser location/station cards, and removal of older roomy header patterns
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- Continued density standardization across company settings and deeper manufacturing detail surfaces, including tighter admin/profile/theme sections, denser work-order execution panels, and compact issue/completion history cards
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- Project-side milestone and work-order rollups surfaced on project list and detail pages
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- Inventory SKU master builder with family-level sequence codes, branch-aware taxonomy management, and generated SKU previews on the item form
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- Thumbnail image attachment staging on inventory item create/edit pages, with upload-on-save and replacement/removal support
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- Dedicated inventory-item thumbnail display on the item detail page
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- Revision comparison views for sales quotes, sales orders, and purchase orders with field- and line-level before/after diffs
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- Purchase-order revision snapshots covering document edits, status changes, and receipt posting
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- Session review cues on admin auth sessions, including flagged stale activity, multi-session counts, and multi-IP warnings
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- Session filters and text search for admin-side access review across user, email, IP, user agent, and review reasons
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- Support-log filtering by severity, source, search text, and retention window in admin diagnostics
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- Support-log export and support-snapshot export now carry filter context, summary counts, available sources, and retention metadata
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- Shared destructive-action confirmation dialog with impact and recovery guidance for high-risk operational actions
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- Typed confirmation for sensitive admin actions such as account deactivation, current-session revocation, and terminal manufacturing/inventory postings
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- Destructive-action confirmation and recovery coverage for sales approvals, quote conversion, purchase receiving, purchase status changes, and shipment status changes
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- Destructive-action confirmation coverage for project customer/document unlinking and embedded form-row removals in sales, purchasing, inventory, and warehouse editors
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- Persisted auth-session tracking with admin visibility into active, expired, and revoked sign-ins
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- Admin-side session revocation controls plus server-side logout that invalidates the current JWT-backed session
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- Shared shortage and readiness rollups across dashboard, planning, project detail, purchasing detail, and manufacturing detail
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- Prefilled work-order draft launch for build recommendations and prefilled purchase-order draft launch for buy recommendations from sales-order demand planning
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- Sales-order demand planning with multi-level BOM explosion across manufactured and assembly children
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- Netting of sales-order demand against available stock, active reservations, open work orders, and open purchase orders
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- Build and buy recommendations surfaced directly on sales-order detail pages
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- Pegged work-order and purchase-order supply tracking back to sales demand so reopened planning views do not overstate remaining recommendations
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- Preferred-vendor sourcing on inventory items, used to preseed buy-side planning workflows
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- Demand-planning recommendations now reduce against existing linked WO/PO supply and support safer partial conversion behavior
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- Support-log capture for startup warnings, HTTP failures, and server errors, surfaced through admin diagnostics
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- Exportable support bundles that now include backup guidance and recent support logs for support handoff
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- Deeper startup diagnostics with writable-path checks, database-file validation, startup timing, and pass/warn/fail rollups
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- Backup verification checklist and restore-drill runbook surfaced in admin diagnostics
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- Backup/restore guidance surfaced in admin diagnostics with exportable support snapshot JSON for support handoff
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- CRM customer/vendor changes and shipping mutations now feed the shared audit trail
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- Startup validation now runs during server boot and surfaces readiness checks in admin diagnostics
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- Admin user-management screen with account creation, activation control, role assignment, and role-permission editing
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- Route-level lazy loading and vendor chunking across the client so major operational modules no longer ship in the initial bundle
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- Persisted audit events for core settings, inventory, purchasing, sales, project, and manufacturing write actions
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- Admin diagnostics page with runtime footprint, storage-path visibility, key record counts, and recent audit activity
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- Inventory transfers with paired physical stock movement posting between warehouses and locations
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- Manual inventory reservations plus automatic work-order-driven component reservations
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- Reserved and available stock visibility on inventory item detail and stock-by-location views
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- Manufacturing stations with queue-day definitions and item-level station/time operation templates
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- Automatic work-order operation plans copied from buildable item routing into the planning workbench
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- Live planning workbench timelines backed by active projects and open manufacturing work orders
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- Planning summary metrics and exception cards for overdue or at-risk project/manufacturing schedule items
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- Sales approval actions with approved-by/approved-at stamps on quotes and sales orders
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- Automatic sales-document revision history with authored reasons and per-revision snapshots
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- Projects domain foundation with customer, owner, due date, priority, notes, and attachment support
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- Project linkage to sales quotes, sales orders, and shipments for cross-module delivery tracking
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- Project list/detail/create/edit workflows and app-shell navigation entry
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- Dashboard project widgets for active, at-risk, and overdue program visibility
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- Manufacturing foundation with work orders, optional project linkage, work-order attachments, and app-shell navigation entry
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- BOM-based manufacturing requirement visibility plus material issue and completion posting through inventory transactions
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- Dashboard manufacturing widgets for released, active, and overdue work visibility
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- Purchase-order supporting documents for vendor invoices, acknowledgements, certifications, and procurement backup files
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- Vendor-detail purchasing visibility with recent purchase-order activity and PO launch shortcuts
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### Changed
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- Project records now persist milestone plans directly on create/edit instead of treating schedule checkpoints as freeform notes only
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- Company theme colors and font now persist correctly across refresh through startup brand-profile hydration in the frontend theme provider
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- Demand-planning purchase-order draft generation now links sales-order lines only when the purchase item matches the originating sales item
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- Admin user edits now normalize blank passwords to null and surface save failures instead of appearing unresponsive
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- Fresh bootstrap now creates only minimal system records; operational domains no longer start with seeded demo customers, vendors, inventory, BOMs, or warehouses
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- Sales and purchasing detail pages now expose revision comparison directly alongside chronological revision history
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- `ROADMAP.md` now tracks remaining work only, and shipped phase history now lives in `SHIPPED.md`
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- Support logs now prune retained entries by age instead of only trimming by count, and admin diagnostics now reviews filtered support-log summaries instead of an unbounded flat dump
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- Admin diagnostics now summarizes sessions that need review, and startup now prunes old expired or revoked auth-session records
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- Admin, sales, purchasing, shipping, inventory, manufacturing, project, warehouse, and attachment workflows now use explicit destructive-action confirmation and recovery messaging instead of immediate irreversible clicks
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- Admin operations now combine user management with live session visibility so operators can inspect and revoke sign-ins without changing user records
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- JWT authentication now validates against persisted session records and inactive users lose access immediately instead of waiting for token expiry
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- The dashboard now treats Projects as a live first-class module alongside CRM, inventory, sales, and shipping
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- The dashboard now treats Manufacturing as a live first-class module alongside CRM, inventory, sales, shipping, and projects
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- The dashboard now treats Planning as a live first-class module with direct workbench access from the landing page
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- Inventory control now distinguishes on-hand, reserved, and available stock instead of treating all positive stock as fully free
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- Manufacturing and inventory now share a routing-driven workflow where assemblies/manufactured parts define station/time templates and work orders inherit them automatically
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- Sales quote and sales-order detail pages now surface approval state and revision history directly in the operational workflow
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- Project editing now uses searchable pickers for customer, owner, quote, sales-order, and shipment linkage instead of static operational dropdowns
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- Project detail now surfaces linked work orders and can launch pre-seeded manufacturing records
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- Purchase-order detail now links back to the vendor CRM record and supports direct supporting-document management on the PO itself
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- Vendor CRM detail now exposes purchasing activity and can launch pre-seeded purchase orders
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- The client entry bundle now stays lighter by loading major modules on demand instead of importing all route pages eagerly in `main.tsx`
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- 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
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- Admin diagnostics now includes startup-readiness status alongside runtime footprint and recent audit activity
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- Admin diagnostics now includes structured startup summaries and a dedicated support-log view for faster debugging
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- Roadmap and project docs now treat demand planning and supply generation as its own phase ahead of the deferred admin QOL work
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- Roadmap and project docs now treat backup verification checklist and restore drill guidance as the next active priority after the backup/support-tooling slice
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- Manufacturing work-order material requirements now include live available/shortage visibility instead of only required-versus-issued math
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- Roadmap and project docs now move back to admin session visibility and destructive-action safety after the demand-planning rollout
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## 2026-03-15
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### Added
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- Dashboard foundation followed by live-data dashboard cards and operational summary widgets
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- Purchase-order domain foundation with searchable vendor and SKU workflows
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- Purchase receiving foundation tied to purchase orders, including warehouse/location receipt posting, receipt history, and per-line received and remaining quantity tracking
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- Branded quote, sales-order, and purchase-order PDFs through the shared backend Puppeteer document pipeline
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- Navigation icon support for top-level modules
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### Changed
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- Purchasing detail workflows now support operational receiving directly from the purchase-order record
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- Sales and purchasing detail pages now expose one-click PDF rendering actions
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- Dashboard direction and project instructions were tightened through new documentation guidance
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- Roadmap and project docs now treat shipping/logistics documents as the next active priority after receiving and commercial PDFs
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### Fixed
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- Purchase-order follow-up fixes after the initial purchasing rollout
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- PDF rendering and document-pipeline fixes after the first document commits
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- General refinement pass across active workflows after the initial March 15 feature wave
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## 2026-03-14
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### Added
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- Initial MRP foundation scaffold
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- Docker build and runtime foundation, plus Unraid deployment guidance
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- Prisma setup, migration fixes, npm/workspace fixes, and supporting JS/runtime cleanup
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- Auth/RBAC foundation, dark mode support, and early UI cleanup
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- CRM foundation through customer/vendor records, hierarchy, contacts, lifecycle metadata, images, and final CRM polish
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- Inventory foundation through item master, BOMs, warehouses, stock locations, searchable SKU flows, and inventory detail refinements
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- Dense workspace and compact UI passes across the active product surface
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- Sales foundation with searchable document entry, conversion actions, default cost/price support, and totals/commercial logic
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- Shipping foundation with sales-order linkage and packing-slip PDFs
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- Company-profile and document PDF foundation with subsequent documentation updates
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### Changed
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- Inventory default-price support flowing into sales documents
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- Purchase-order line restrictions to purchasable inventory items only
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- Search and focus behavior received follow-up fixes during CRM/inventory/sales rollout
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- Documentation was expanded repeatedly as the foundation scope grew
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### Fixed
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- Prisma reliability and workspace setup issues discovered during the first foundation build-out
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- SKU picker and autocomplete issues during inventory rollout
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- Focus and autosuggest regressions during dense operational form work
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### Known follow-up areas
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- Shipping labels, bills of lading, and logistics attachments
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- Vendor invoice/supporting-document attachments
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- Sales approvals and document revision history
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- Projects, manufacturing execution, and planning depth
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