Brendan
14 KiB
14 KiB
Module Inventory
This inventory lists developed modules and notable hidden/experimental areas found through the frontend registry, route map, backend route files, migrations, and project docs. "Current state" is an audit judgment, not a live acceptance result.
Inventory
| Module | Purpose | User role | Frontend location | Backend routes | Main database tables | External integrations | Current working state | Known bugs / risks | Links to other modules | Tenant isolation | Stage 1 need |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Auth / Users | Login, signup, invites, sessions | All users/admin | /login, /signup, /set-password/:token |
/api/auth |
users, refresh_tokens, businesses |
Resend for invites/reset | Prod-partial | Staging login bounce; docs disagree on localStorage vs httpOnly cookie | All modules | users.business_id; needs session/RLS proof |
Must work |
| Dashboard | Operational overview | Admin, manager, office, workshop | / |
/api/dashboard |
Aggregates jobs, quotes, invoices, projects | None | Prod | Needs real tenant smoke test | Jobs, quotes, invoices | Depends on route filters | Stage 1 |
| Customers | Customer/account CRM | Admin, manager, office | /customers, /customers/:id |
/api/customers |
customers, contacts, customer_addresses, customer_notes, customer_activities |
None | Prod | Duplicate detection missing | Enquiries, quotes, projects, invoices | Needs business-scoped verification | Stage 1 |
| Contacts | People linked to customers | Admin, manager, office | /contacts, /contacts/:id |
/api/contacts |
contacts, contact_price_lists |
None | Built but sidebar disabled | Separate module disabled | Customers, quotes, invoices | Needs business-scoped verification | Stage 1 as embedded CRM |
| Enquiries | Lead capture and conversion | Admin, manager, office | /enquiries, /enquiries/:id |
/api/enquiries |
enquiries, enquiry_files, enquiry_notes |
Email Intake | Prod | Conversion flow needs re-test | Customers, projects, email | Needs business-scoped verification | Stage 1.5 |
| Projects | Parent record connecting customer work | Admin, manager, office | /projects, /projects/:id |
/api/projects |
projects, project_notes, project_files, project_update_log, drawing_register |
OneDrive/rclone file storage | Prod | OneDrive naming mismatch | Enquiry, quote, job, invoice | Needs business-scoped verification | Stage 1 |
| Jobs | Production/job execution | Admin, manager, office, workshop | /jobs, /jobs/:id |
/api/jobs, /api/bulk-delete |
jobs, job_tasks, job_notes, job_files, job_schedules |
OneDrive/Mozaik optional | Prod | Confirm 14-stage SaaS labels vs legacy 12-stage references | Projects, quotes, invoices, production | Needs business-scoped verification | Stage 1 |
| Quotes | Quote builder, send, accept, revise | Admin, manager, office | /quotes, /quotes/:id, /q/:token |
/api/quotes |
quotes, quote_line_items, quote_events, quote_files, quote_change_requests, quote_payment_schedule_steps |
Resend, PDF, Xero via invoice | Prod | PDF compliance default risk; QuoteDetail.jsx large |
Customers, pricelist, projects, invoices | Needs business-scoped verification; public token access | Stage 1 |
| Quote portal | Customer quote view/accept | Customer/public | /q/:token |
/api/quotes/view/:token |
quotes, quote_change_requests, portal_users optional |
Email links | Prod | Public token permissions need test | Quotes, portal, invoices | Token scoped by quote | Stage 1 |
| Invoices | Deposit/final invoices and Xero push | Admin, manager, office | /invoices, /invoices/:id |
/api/invoices, /api/invoice-profiles |
invoices, invoice_line_items, invoice_profiles, invoice_profile_steps, invoice_activity |
Xero, Resend/PDF | Prod | Xero E2E depends on scopes/env | Quotes, jobs, Xero | Needs business-scoped verification | Stage 1 |
| Pricelist | Products/services and customer pricing | Admin, manager | /pricelist |
/api/pricelists, /api/customer-pricing, /api/quotes/:id/pricelist-items |
price_lists, price_list_items, price_list_category_rules, price_list_item_overrides, pricelist_import_batches, pricelist_import_actions |
CSV/Excel import | Prod | New customer setup not guided enough | Quotes, invoices, PO, inventory | Needs business-scoped verification | Stage 1 |
| Communications | Unified outbound/inbound communication log | Admin, manager, office | /communications |
/api/communications |
communications |
Resend, SMS/Twilio indirectly | Prod | Body drill-down/bulk actions missing | Quotes, invoices, projects, SMS | Needs business-scoped verification | Stage 1.5 |
| Email Intake | IMAP polling, AI parse, operational queue | Admin, manager, office | /enquiries/email-intake |
/api/email-intake |
email_intake_logs, email_intake_filters, email_intake_settings, email_intake_trusted_senders |
IMAP, OpenAI | Staging | OpenAI key pending; privacy/failure mode setup needed | Enquiries, customers, projects, attachments | Must prove business_id on logs/settings | Stage 1.5 |
| Xero | OAuth, contacts/invoices/payment sync, P&L | Admin/manager | /settings/integrations, /financials |
/api/integrations/xero |
integration_connections, integration_sync_logs, xero_*_cache |
Xero OAuth2 | Blocked | Brendan must enable scopes; per-tenant OAuth setup required | Invoices, financials, contacts | integration_connections.business_id; verify tokens per business |
Stage 1 |
| Settings / Module Access | Business setup, users, modules, numbering, appearance | Admin/manager | /settings and child tabs |
/api/modules, /api/user/sidebar-*, /api/business, /api/numbering-settings |
module_settings, user_sidebar_prefs, user_sidebar_groups, record_number_settings, businesses, staff |
Logo file storage | Prod | Needs onboarding-oriented setup path | All modules | Mixed; business logo/settings use business_id | Stage 1 |
| SaaS Admin | Provision/manage SaaS tenants | Founder/developer | /admin/saas |
/api/admin/saas |
businesses, subscriptions, tenant provisioning metadata |
PostgreSQL/libpq | Staging | Not deployed; env vars needed; destructive drop endpoint must be protected | Auth, tenant create | Central to SaaS; DB-per-tenant/provision flow | Stage 1 blocker |
| Dev Centre | Internal planning/progress system | Admin/developer | /dev-centre, /dev-centre/:id |
/api/dev-centre |
dev_* tables |
OpenRouter/OpenAI optional | Staging | Completion % manual and misleading for launch | All development modules | Internal only; should not be customer visible | Internal Stage 1 support |
| PDF Templates | Quote/invoice templates and terms | Admin/manager | /settings/pdf-templates |
/api/pdf-templates |
pdf_templates, legal_terms, terms_acknowledgements |
PDF renderer | Missing/unknown in route map | Deposit clauses illegal in 4 states until defaults fixed | Quotes, invoices, compliance | Needs business_id per templates/terms | Stage 1 blocker |
| Customer Portal | Customer account/dashboard | Customer/admin | /portal/*, /settings/portal-users |
/api/portal/auth, /api/portal/admin |
portal_users, customer/job/quote/invoice views |
Email links | Staging | Job progress/file access/password reset incomplete | Quotes, invoices, jobs | portal_users.business_id; verify customer scoping |
Stage 2 |
| Production Planner | Shop planning by operations/capacity | Admin, manager, workshop | /production, /production/floor-tv, /settings/production-routing |
/api/production |
production_*, job_production_hours, manual_production_entries |
Optional CNC | Staging | CNC estimates not wired; data setup heavy | Jobs, projects, schedule, capacity | Needs business scope review | Stage 2 |
| Dispatch / Scheduling | Dispatch board, legacy scheduler | Admin, manager, workshop | /dispatch, /scheduling redirect |
/api/scheduling |
schedule_blocks, production_schedule_entries |
None | Staging/needs-work | Drag/drop issue in seed; superseded by planner | Jobs, production | Needs review | Later / parked |
| Inventory | Stock, remnants, transactions, kits | Admin, manager, workshop | /inventory |
/api/inventory |
stock_master, stock_transactions, stock_kits, stock_kit_items, stock_remnants, stock_suppliers |
Barcode/CSV optional | Prod | PO receiving linkage must be verified | Pricelist, PO, production | Needs business scope review | Stage 1.5 |
| Purchase Orders | Supplier ordering and receiving | Admin, manager, office | /purchase-orders |
/api/purchase-orders |
po_master, po_line_items, suppliers, stock_suppliers |
None | Prod | Receiving-to-inventory test required | Pricelist, inventory, financials | Needs business scope review | Stage 1.5 |
| Financials | Snapshots, forecasts, cost ledger, cashflow | Admin, manager | /financials |
/api/financials/* |
financial_snapshots, forecast_*, manual_cost_entries, regular_expenses, project_back_costings, financial_settings |
Xero | Staging/blocked by scopes | Xero scopes; Premium-tier complexity | Invoices, Xero, jobs, PO | Uses business_id in newer tables; verify all routes | Stage 2 |
| Time Cards | Staff time entry and approval | Admin, manager, office, workshop | /time-cards, /settings/time-cards |
/api/time-cards |
time_cards, time_card_entries, organisation_hours_defaults, staff_hour_templates |
Xero payroll future | Staging | Mobile/payroll export missing | Staff, financials, capacity | Needs business scope review | Stage 2 |
| Leave & Capacity | Leave requests and capacity flags | Admin, manager, office, workshop | /leave |
/api/leave |
leave_requests, leave_balances, staff |
None | Prod according to route map | Needs capacity integration follow-up | Staff, time cards, production | Needs business scope review | Stage 2 |
| WHS / SOP | Safety registers and docs | Admin, manager, workshop | /whs |
/api/whs, /api/whs-ai |
whs_*, training_* overlap |
OpenAI for generation | Prod | Template library setup for SaaS | Training, staff | Needs business scope review | Stage 2 |
| Training | Training modules and records | Admin, manager, office | /training |
/api/training |
training_modules, training_records |
None | Staging | Not needed for first customer | WHS, staff | Needs business scope review | Stage 2 |
| Estimator | Material estimate sessions | Admin, manager, office | /estimator |
/api/estimator |
estimate_sessions, estimate_lines, price_list_items |
None | Prod | Not fully integrated to planner | Quotes, pricelist | Older tenant_id model needs review |
Stage 1.5 |
| Cabinet Builder | Cabinet BOM/pricing builder | Admin, manager, workshop | /cabinet-builder |
/api/cabinet-builder |
cabinet_builder_* |
Mozaik optional | Prod | Uses separate tenant_id; folder creation issue |
Quotes, jobs, Mozaik | Separate tenant model; reconcile with business_id | Stage 2 |
| Mozaik Library | Import/manage Mozaik library data | Admin/manager | /settings/cabinet-library, integration tabs |
/api/mozaik, /api/cabinet-library |
mozaik_*, cnc_*, cabinet_builder_* |
Mozaik files | Missing/unknown/staging | Complex setup, not launch-critical | Cabinet builder, production, CNC | Needs tenant model review | Later unless first customer needs it |
| CNC Tooling | CNC tools, groups, runtime settings | Admin/manager | /settings/cnc-tooling |
/api/cnc |
cnc_* |
Mozaik CNC files | Staging | Runtime not wired to planner | Mozaik, production | Partial business_id only |
Later |
| Cabinet Library | Parameter reference, product briefs, presets | Admin, manager, workshop | /cabinet-library |
/api/cabinet-library |
mozaik_parameter_reference, mozaik_product_briefs, mozaik_parameter_presets |
OpenAI formula assistant optional | Staging | Product-development oriented | Mozaik, cabinet builder | Needs review | Later |
| Team Notes | Internal notes board | Admin, manager, office, workshop | /team-notes |
/api/team-notes |
team_note_pages, team_notes |
None | Prod | Rich text/@mentions missing | Jobs, quotes | Needs business scope review | Stage 1.5 |
| Help Centre | User guide/help | All internal users | /help |
Mostly static | static docs | None | Built | SaaS onboarding help not complete | All modules | Not data sensitive | Stage 1.5 |
| Broadcasts | Internal announcements | Admin/staff | /settings/broadcasts |
/api/broadcasts |
team_broadcasts, broadcast_acknowledgements |
None | Staging | Not launch-critical | Help/settings | Needs business scope review | Later |
| Database Admin | Internal database browser | Admin/developer | /settings/database-admin |
/api/admin/db, /api/admin/database-check |
All allowlisted tables, audit_log |
None | Staging | Dangerous if exposed to customer tenants | Internal ops | Must be admin-only | Internal only |
| Tradify Import | Import legacy Tradify CSV data | Admin/developer/customer setup | /settings/tradify-import |
/api/tradify-import |
tradify_import_*, plus customers/jobs/quotes/invoices/projects |
CSV upload | Staging | Customer instructions and supported CSV formats need clarity | Customers, jobs, quotes, invoices | Must write into correct tenant only | Stage 1.5 / DIFM |
| Texture Importer | Import supplier swatches into Mozaik files | Admin/manager | /texture-importer |
/api/mozaik/textures/* |
Mozaik texture/config tables/files | Supplier websites/files | Built/staging-ish | Not in route map summary as primary module | Mozaik | Needs review | Later |
| Door Orders | Public door order form and admin management | Public/admin | /door-orders, public routes |
/api/door-orders, /api/public/door-orders |
Door order tables (inline migration reference) | PDF/ZIP file generation | Dev | Customer-only workflow, not core SaaS launch | Customers/admin ops | Scope middleware noted | Later |
| Capture PWA | Quick capture notes | Internal/mobile | /capture (from source) |
/api/capture |
Capture-related or enquiries/notes | PWA | Built historically | Not in route map summary | Enquiries/notes | Needs review | Later |
| SMS | Customer notifications | Admin/office | integrated buttons | /api/sms |
communications, SMS-specific fields |
Twilio | Built | Customer tenant opt-in/env needed | Quotes/jobs/invoices/comms | Must isolate sender settings | Stage 1.5 |
Inventory Conclusions
The product has enough built surface for Stage 1, but too many modules are marked "complete" without SaaS launch criteria. The first customer path should be narrow: Auth, Settings/business setup, Customers, Quotes, Pricelist, Projects, Jobs, Invoices, Xero, PDF compliance, SaaS Admin, and selected onboarding/import support.