In Progress
Order Detail V2
Complete redesign of the order detail page with tabbed layout, production sync, and financial parity
- Phase 1: Foundation & Layout Done
- Phase 2: Product Hierarchy & Bedding Done
- Phase 3: Financial Parity Done
- Phase 4: Interactivity & State Done
- Bedding-only unification (8 sub-phases complete) Final polish
implementation_plans/order_detail_v2_redesign/
Proposal Acceptance Flow
Customer accepts proposal → Fulcrum order created, measurement next steps shown, team notified via Slack + email
- Part 1: Fulcrum order creation on acceptance Current
- Part 2: Dynamic next steps (measurements, scans, Polycam)
- Part 3: Slack + email notifications to internal team
- Part 4: Dashboard metrics & tracking
- Future: Stripe credit card processing
- Future: QuickBooks invoice sync
docs/proposal-acceptance-flow-plan.md
Planned
Production Management
Real-time job visibility, documentation gates, auto task assignment — eliminate $30K-$42K/yr coordination overhead
- Job Visibility Dashboard — real-time state for every job, role-based filtering P0
- Documentation Gate System — enforce cut files, specs before job progression P0
- Auto Task Assignment — priority-based intelligent work scheduling P0
- Specification Management — version-controlled single source of truth P1
- Event-Driven Notifications — auto-notify on state transitions P1
- Inventory Module — BOM validation, stock visibility, low stock alerts P2
- Labor Planning — capacity and overtime scheduling P2
Business Impact: Eliminates 15-25 hours/week of coordination overhead identified across 1,334 Slack channels (40+ "job not visible" complaints, 35+ missing cut files, 100+ daily tasking messages).
PRIMOS-CORE-BLUEPRINT.md • OPERATIONAL-EFFICIENCY-BLUEPRINT.md
CRM Pipeline
Customer relationship management with pipeline stages, contact tracking, and deal forecasting
- Standalone prototype page (crm.html) Built
- Database schema — contacts, deals, pipeline stages
- API endpoints — CRUD for contacts and deals
- Integration into main PRIMOS app
- Proposal → CRM deal linking
client/crm.html
All Orders V2
Modernize orders grid with burgundy/navy aesthetic, custom toolbar, sticky headers, badge system, and mobile card view
- Phase 1: Foundation & CSS tokens
- Phase 2: Custom toolbar & controls
- Phase 3: Data grid with sticky headers & badges
- Phase 4: JavaScript filter & data logic
- Phase 5: Mobile card view optimization
implementation_plans/all_orders_v2/
Pillow Manufacturing Center
Custom pillow configuration, CFA tracking, production process guide — UI built, needs JS integration
- HTML structure & CSS styling (pillow-center.html) Built
- Pillow image assets generated Built
- JavaScript refactor to dedicated module
- Connect to real project data (replace hardcoded values)
- Integration into main PRIMOS navigation
implementation_plans/pillow_center/handoff.md
Complete
Dynamic Category Selection
Transform proposal builder from fixed 7-step to dynamic flow with 10 product categories across 3 groups
- Phase 1: Category registry system Done
- Phase 2: Selection UI (Sleep, Service, Decor groups) Done
- Phase 3: Dynamic step generation Done
- Phase 4: Product data loading Done
- Phase 5: Summary & export Done
- Phase 6: Final integration Done
CATEGORY-SELECTION-PLAN.md