<aside> 🏭

Steel-fabrication workshop planner + CRM/ERP: enquiry → quote → job → estimating → procurement → workshop → QA → delivery → invoice. Built on native PostgreSQL 16, Express 5, React 19 and Azure.

</aside>

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63

domain tables

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7

app roles

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31 / 31

tests passing

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23 Nov

launch target

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Where we are (25 Sep 2026): v0.2.0 is built and verified locally only. Next up is Phase 1, Confirm scope (28 Sep – 2 Oct), ending at gate G1. Azure staging, real Entra sign-in, real-data migration and MYOB go-live are still ahead.

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Steelman ERP: weekly workshop plan (demo data)

🧭 Explore the docs

Architecture & Data Model

Diagrams, API layers, design rules, migrations, access

Developer Guide

Setup, commands, repo map, env vars, conventions

Azure Deployment & Operations

Target infra, deploy steps, acceptance checklist, rollback

Integrations & Data Import

Importer, MYOB, Excel workbook, QuoteFlow

Project Plan & Milestones

Phases, gates, risks, decisions, live Task Register

Why Not Smartsheet?

Platform limits found in the Aug 2026 build

App Screens

Mockups of every module, desktop and mobile

🗓️ Delivery roadmap

gantt
    title Steelman ERP / CRM rollout (2026)
    dateFormat YYYY-MM-DD
    axisFormat %d %b
    section Build
    v0.2.0 verified locally      :done,    b1, 2026-09-23, 3d
    section Scope and design
    1 Confirm scope              :active,  p1, 2026-09-28, 2026-10-02
    2 Validate design            :         p2, 2026-10-05, 2026-10-09
    section Build-out
    3 Prepare staging            :         p3, 2026-10-05, 2026-10-16
    4 Complete release work      :         p4, 2026-10-12, 2026-10-30
    section Acceptance
    5 Accept with users          :         p5, 2026-11-02, 2026-11-13
    6 Rehearse launch            :         p6, 2026-11-16, 2026-11-20
    section Go live
    7 Launch and support         :crit,    p7, 2026-11-23, 2026-12-04

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G1 Scope baseline · 2 Oct

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G2 Staging ready · 16 Oct

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G3 Release candidate · 30 Oct

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<aside> 🧪

G4 User acceptance · 13 Nov

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<aside> 🟢

G5 Go-live decision · 20 Nov

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<aside> 🤝

G6 Handover · 4 Dec

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🧩 What the app covers

Sales & CRM

• Accounts, customers, contacts grouped under customer accounts
• Enquiries → quotes with revisioned quote lines
• Accepting a quote opens exactly one Job under the same permanent Project
• Variations and packages tracked as project children

Workshop & Production

• Weekly schedule with overlapping tasks, work centres and teams
• Work orders, employees, actual hours and progress entries
• Drawings + revisions, technical models, production parts, fabricated items
• Estimating: revisions, item costs, plate takeoff, material rates, DB-calculated totals

Procurement & Traceability

• Supplier POs + lines, receipt reconciliation, over-receipt blocked
• Heat traceability: receipt → certificate → stock lot → nest → project allocation
• Nests and CNC programs can serve several projects

Quality & Delivery

• QA register, ITP/inspections, MDR, concessions, NCRs, weld maps, NDE, surface treatment
• Dispatch gate: failed QA or open NCRs block delivery
• Delivery dockets with item allocations, named acceptance and retained evidence

Finance

• Progress claims, invoice lines, delivery allocations, GST
• Issue locks and exact payment reconciliation
• MYOB sync built behind a flag (off); CSV fallback available

Platform

• Entra ID roles with server-side financial restrictions

• Immutable DB audit, optimistic versions, idempotent actions

• Documents with SHA-256, PDF output, Azure Blob in production

• Data Register gives create/read/update on every catalog entity

• 🕘 Release history

• 🔗 Key links

📈 Live delivery tracker

Linked to the Task Register. Change a task's status there and it updates here.

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