Feature Reference

Forge documents every feature, form field, API endpoint, status lifecycle and validation rule in docs/functional-reference/. That directory is the single source of truth for what the application does. This page is the index.

How to use it: end users find their feature and read the overview plus field reference; developers treat it as the spec when building or modifying; integrators start at the API reference and database schema.

These docs vary in freshness. Where a doc and the code disagree, the code wins and the doc is a bug — two known cases are annotated below. Several substantial subsystems have no reference doc at all yet; those rows point at wiki pages instead.

Base path for every link below: docs/functional-reference/.

Core application

Feature	Doc	Covers
Application shell	app-shell.md	Sidebar, header, breadcrumbs, global search, theme, notifications bell, keyboard shortcuts
Dashboard	dashboard.md	KPI chips, widgets, gridstack layout, focus and ambient modes
Notifications	notifications.md	Real-time SignalR alerts, panel, preferences, email delivery
Global search	search.md	Cross-entity search, AI RAG column, Ctrl+K

Production and scheduling

Feature	Doc	Covers
Kanban board	kanban.md	Track types, stages, drag-drop, WIP limits, job cards, bulk actions, live sync
Backlog	backlog.md	Prioritised job queue, filters, table/card views, job creation
Planning cycles	planning.md	Sprint-style planning, drag-to-commit, rollover, cycle progress
Shop floor	shop-floor.md	Kiosk display, RFID/badge/barcode auth, worker cards, clock actions, job timers
Calendar	calendar.md	Job calendar, PO deliveries, month/week/day views
Scheduling	scheduling.md	Gantt, dispatch lists, work centers, shifts, capacity load
MRP	mrp.md	Material requirements planning, planned orders, exceptions, forecasting
OEE	oee.md	Overall equipment effectiveness

Engineering and quality

Feature	Doc	Covers
Parts catalog	parts.md	Parts, BOM, operations, routing, revisions, alternates, pricing, serials, 3D STL viewer
Inventory	inventory.md	Stock, locations, movements, receiving, cycle counts, reservations, UOM, replenishment
Quality & QC	quality.md	Templates, inspections, SPC, NCRs, CAPAs, ECOs, gages, PPAP, FMEA, lot tracking
Assets	assets.md	Asset registry, tooling, maintenance schedules, downtime, Six Big Losses
Production lots	lots.md	Lot creation, traceability query, origin tracking

Sales and CRM

Feature	Doc	Covers
Leads	leads.md	Pipeline stages, table/pipeline views, conversion to customer
Customers	customers.md	Profiles, contacts, addresses, interactions, detail tabs, stats bar
Estimates	estimates.md	Non-binding ballpark figures, conversion to quotes
Quotes	quotes.md	Line-itemised binding quotes, acceptance, conversion to sales orders
Sales orders	sales-orders.md	Order management, lines, fulfilment tracking, drop-ship

Procurement and fulfilment

Feature	Doc	Covers
Vendors	vendors.md	Profiles, scorecards, addresses, accounting boundary
Purchase orders	purchase-orders.md	Creation, lines, receiving, blanket POs, releases
Purchasing / RFQs	purchasing.md	RFQ workflow, vendor comparison, award, PO auto-generation
Shipments	shipments.md	Packing, shipping, carrier integration, tracking, labels. Stale: the doc says carrier APIs are "planned but not yet implemented"; real adapters ship with rate-shopping and label purchase — Configuration and Integrations

Finance

Feature	Doc	Covers
Invoices	invoices.md	Lifecycle, lines, tax, PDF generation, email ⚡
Payments	payments.md	Recording, invoice application, methods ⚡
Expenses	expenses.md	Capture, receipt upload, approval workflow, recurring templates
Payroll	payroll.md	Pay stubs, tax documents, deductions, employee self-service
Sales tax	sales-tax.md	Per-jurisdiction rates, effective dates, customer rate lookup

⚡ = behaviour depends on Accounting Modes.

People and administration

Feature	Doc	Covers
Admin panel	admin.md	Users, roles, track types, reference data, terminology, settings
Authentication & MFA	auth.md	Login, SSO, TOTP MFA, tiered kiosk auth, setup tokens, recovery codes
Employee account	account.md	Profile, security, customisation, compliance forms, pay stubs
Time tracking	time-tracking.md	Timers, manual entry, corrections, clock events, pay periods, overtime
Compliance forms	compliance.md	W-4, I-9, state withholding, dynamic forms, PDF extraction, e-signing
Events	events.md	Meetings, trainings, safety events, attendees, RSVP, reminders
Employees	employees.md	Employee management, profiles, teams, shifts, scan identifiers
Approvals	approvals.md	Multi-step workflows, delegation, escalation, audit trail
Leave management	leave.md	Policies, accrual rates, balance tracking, request workflow
Onboarding	onboarding.md	New-employee wizard, profile completion, guided setup

Communication and AI

Feature	Doc	Covers
Chat	chat.md	1:1 DMs, group rooms, SignalR real-time, slide-out panel
AI assistant	ai.md	Ollama RAG, configurable assistants, document Q&A, smart search
Training (LMS)	training.md	Modules, paths, articles, walkthroughs, quizzes, progress tracking
EDI	edi.md	X12/EDIFACT trading partners, transaction lifecycle, field mappings

Reporting and returns

Feature	Doc	Covers
Reports	reports.md	Pre-built reports, dynamic builder, entity sources, Sankey diagrams, export
Customer returns	customer-returns.md	RMA lifecycle, inspection, rework job creation, resolution

System and infrastructure

Feature	Doc	Covers
File storage	file-storage.md	MinIO S3 storage, uploads, chunked upload, lightbox gallery, camera capture
Status lifecycle	status-lifecycle.md	Polymorphic status tracking, workflow and holds, timeline component
Barcode & scanning	scanning.md	USB scanner, NFC/RFID, QR codes, label printing, context-aware routing
Real-time (SignalR)	signalr.md	Board, notification, timer and chat hubs; reconnection, connection banner
Offline & PWA	offline.md	Service worker, IndexedDB cache, offline action queue, sync conflicts
Workflow engine	workflow-engine.md	The workflow/state model behind entity lifecycles
Capabilities	capabilities.md	Feature gating — see Capability Gating

Cross-cutting references

Document	Covers
API reference	Authentication, pagination, error format, endpoints by domain. Says nothing about API keys, idempotency or webhooks — start at API Access
Database schema	Entities, relationships, enums, pgvector, naming conventions
Roles & permissions	Roles, feature access matrix, API permissions, kiosk tiers, MFA policy
Integrations	Accounting, shipping, USPS, Ollama AI, MinIO, e-signing, SMTP, Hangfire. Predates the current settings system — Configuration and Integrations is authoritative on where credentials live

Documented on the wiki, no reference doc yet

Subsystem	Where
Gated sequences, approvals and the workflow engine	[[Workflow, Gates and Approvals
Sales channels, retail and marketplace	Business Shapes
Label overrides, languages and branding	Customizing an Install
Roles, role templates and MFA	Access and Roles
Communications capture (mailbox and call logging)	Off by default; see the CROSS capabilities in the catalog