Dashboard
Done
Local season command center
Client Portal
Built
Requires migration and client accounts
QuickBooks Calls
Skipped
Needs active QB connection for live verification
Status Storage
Ready
Database-backed notes
Project Record
What was discussed, decided, completed, and deferred.
Decisions
Preserve partial-by-product QuickBooks workflow
decided
Products are sent to QuickBooks as production becomes ready, not as whole-season bulk uploads.
QuickBooks remains customer-facing system
decided
Invoices, customer-facing communication, and packing-list activity remain in QuickBooks.
Done
Dashboard and season command center
done
Season totals, units, wholesale value, sent/open status, missing QuickBooks IDs, and attention lists are visible from the dashboard.
Order status overview
done
Local order lifecycle view shows sent units, open units, missing IDs, edited-after-sync flags, and links back to existing order editing.
Sync Center without QuickBooks calls
done
Local qblog reconciliation, products ready for review, recent runs, and open-unit reconciliation are available without calling QuickBooks.
Client order-entry portal scaffold
done
Client login/admin/order pages allow client accounts and direct local order entry after migration.
Documents, exports, and reporting
done
Documents hub, CSV exports, product drilldowns, season comparison, top products, and customer reorder reporting are available.
QuickBooks Dependencies
Live QuickBooks upload flow verification
blocked_by_qb
End-to-end creation of QuickBooks invoices/items cannot be verified without an active QuickBooks connection and intentional test business action.
Add Status Item
Available after migration is applied.