Milestone 1 — Foundation
Schema · authentication · role-based access · rough stones · finished gemstones · gemstone genealogy · inventory locations · audit log · dashboard.
Milestone 2 — Certification, CGI & true costing ✓
Laboratories & certificates (with status workflow, PDF uploads, per-stone tab and global register) · CGI projects with versioned renders and single-master invariant · digital-asset uploads (photos / video / catalogue) · cost-allocation UI feeding the true-cost rollup · asking-price changes preserved in PriceHistory and audited · cutting-plan builder on rough detail.
Milestone 3 — CRM, quotations, reservations, sales, payments ✓
Customer master records with preferences · enquiries · quotations (printable) · reservations with expiry · sales orders with auto-numbered invoices · payments with automatic PARTIAL/PAID rollup · Reserve / Sell / Release actions on the gemstone master · the core "can't sell twice" invariant enforced inside a single DB transaction that atomically updates gemstone status, reservation state, and audit log.
Milestone 4 — Public verification, QR codes, shipping ✓
Public unauthenticated /verify/<SGS-G-…> page that surfaces identity, certificate, and approved media only (never cost or supplier). Server-rendered QR codes on every gemstone and rough record, plus a printable label sheet. Shipping module (Shipment per sales order) with a Preparing → Packed → Shipped → In Transit → Delivered flow that atomically nudges the sales order between SHIPPED and DELIVERED.
Milestone 5 — Reporting, analytics, alerts ✓
/reports hub with Inventory / Sales / Profitability / Cutting dashboards — each pulls live data through a single src/lib/reports.ts layer, renders inline SVG charts (no external chart library), and offers CSV export via /reports/export?kind=…. Executive dashboard upgraded with Revenue this month / YTD / Gross profit / Outstanding KPIs, a rolling 6-month revenue chart, and a "This Week" alerts widget covering reservations expiring, quotations expiring, follow-ups due, and sold-but-unshipped stones.
Milestone 6 — Public catalogue + notification inbox ✓
Unauthenticated /catalogue storefront with filter form (type / origin / treatment / weight / price bands) and per-stone /catalogue/<code> detail page — cost, supplier, margin never leak. Persisted Notification model with 14 event types and per-role audience routing; every mutating action in sales / reservations / payments / shipments / certification / CGI now fans out notifications inside its own transaction. New topbar bell shows unread count; /inbox supports mark-read, mark-all-read, and dismiss.
Milestone 7 — Smart matching + natural-language search ✓
Rule-based scoring engine ranks customers against a gemstone (and gems against a customer) across 8 facets (gem type, variety, origin, colour, shape, treatment, weight window, budget window) with per-facet reasons and misses; Matches tab on both the gemstone and customer master records. Natural-language query parser accepts phrases like "untreated Ceylon sapphires above 3ct under $20k" and translates them into type / variety / origin / colour / treatment / shape / weight / price filters, then chips-back the interpretation for transparency. Both work without an LLM API key.
Milestone 8 — Expenses + P&L ✓
First-class Expense model with 15 categories, receipt uploads, optional link to any business entity (gemstone, rough, cutting job, customer, shipment), and a status flow (Recorded → Approved → Reimbursed / Rejected). Global /expenses register with YTD-by-category chart and per-month KPIs. New /reports/pnl — a full rolling-12-month profit-and-loss statement combining sales revenue, allocated COGS from the gemstone true-cost rollup, and operating expenses from the register — with gross/net margin, month-by-month rows, and by-category and by-country breakdowns.
Milestone 9 — Operations completeness ✓
Start Cutting dialog on rough detail creates a CuttingJob and flips the rough to IN_CUTTING inside a single transaction. New /cutting/[id] detail page with the status flow and a Complete job dialog that accepts multiple output stones — the completion action mints one Gemstone per output, creates the GemstoneTransformation (input/output/yield/waste), auto-allocates rough + cutting cost proportionally by output weight to each new stone's CostAllocation, sets the rough to CONVERTED, and notifies stakeholders. Move-to-location dialog on both rough and gemstone detail pages writes an InventoryMovement row and updates the item location, audited. New /suppliers/[id] detail page with per-supplier KPIs (total spend, weight sourced, avg per ct) plus full parcel and rough registers.
Milestone 10 — Parcel intake wizard + Location creation ✓
New /parcels/new page that takes a parcel header (supplier, date, origin, total cost, storage location) plus a variable-row table of rough stones, and in a single transaction creates the parcel with its auto-numbered code plus one rough record per row. Any row that omits a per-stone price is auto-priced by pro-rata weight against the leftover parcel budget, so every stone still lands with a real cost that will flow into COGS later. New location dialog on /locations supports parented storage entries (vault → cabinet → tray) with a uniqueness check on the location code.
Milestone 11 — User management + Company settings ✓
Administrators can now onboard team members from /users — Add user dialog, inline role change per row (blocked on your own account), Reset password, and Disable/Re-enable. All actions audited. New CompanySettings singleton + /settings page for legal name, address, contact, registration/tax numbers, and defaults for currency + payment/delivery/shipping terms. Those values now flow live into the quotation PDF "From" block, the quotation terms fallback, the public /verify footer, and the /catalogue footer.
Milestone 12 — Branded invoice + rough quick-edit + logo polish ✓
Sales-order detail page now renders as a proper invoice with the real logo header, a From block sourced from CompanySettings, and a Bill to block. New Edit button on rough detail opens a compact dialog for the frequently-edited fields (type/variety/weight/color/clarity/observations/status/price/location); updateRoughStone was extended to persist observations and recompute pricePerCt on weight/price change. Real Serendib Gemstones logo now used everywhere via SgsMark, including a solid white chip on the login gradient so the full-colour mark reads cleanly.
Milestone 13 — Gemstone edit + reservation sweeper + cadence ✓
Edit button on the finished-gemstone detail opens a compact 3-column dialog covering type/variety/species/origin/treatment/dimensions/shape/cut/colour/clarity/luster/fluorescence/symmetry/polish/inclusions/status/location; the action recomputes costPerCt and pricePerCt when weight changes, and every field diff is written to the audit log. New sweepExpiredReservations helper called on the dashboard and /reservations load — any ACTIVE reservation past its expiresAt is auto-flipped to EXPIRED, the gemstone is restored to AVAILABLE, an audit row is written, and stakeholders are notified. Dashboard gains three cadence tiles — Since last sale, Since last enquiry, and Available stock — with fresh / cooling / stale badges to make dry spells obvious at a glance.
Milestone 14 — Universal comments + quick-quote ✓
New cross-entity Comment model + reusable CommentsThread server component. Added a Notes tab on the finished-gemstone, rough-stone, and customer detail pages, plus an inline notes section under the sales-order invoice — team members can drop context that isn't a status change (e.g. "customer prefers direct courier, no DHL"). Notes carry author + timestamp; author or admin can delete. New per-row Quote action on /enquiries opens a compact dialog pre-filled with the enquiry's customer, its gemstone (if any), and the gem's asking price — one click to draft a threaded quotation (auto-links enquiryId and flips the enquiry to QUOTED).
Milestone 15 — Direct-acquisition finished gemstones ✓
New /gemstones/new intake form + Register gemstone button on the finished-gemstone gallery. Use it for already-cut stones acquired from a dealer, auction, or private sale. In one transaction the createFinishedGemstone action mints a new SGS-G-YYYY-######, saves every specification field, records the purchase as a CostAllocation of type ROUGH_PURCHASE (so it flows through the true-cost rollup + P&L), optionally attaches a primary photo, audits with the vendor + reference, and pings management. In-house cut stones still go through Rough → Start cutting → Complete job so lineage is preserved automatically — the intake page's own copy points people there.
Sign in as the buyer and register a new rough stone; sign in as the cutter and inspect the sample cutting job; sign in as sales and look at the finished-gemstone gallery. Each role only sees the modules their capabilities cover.
