chore: v3.7.0 release prep — docs, version bump, changelog

CHANGELOG.md

@@ -7,6 +7,37 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [3.7.0] - 2026-04-06
+
+### Added
+
+- **Close-short workflow** — accept partial fulfillment when full quantity cannot be produced or shipped; close-short preview shows per-line achievable quantities before executing (#495, #501)
+- **PO accept-short** — complete a production order with less than the ordered quantity; BOM-aware guard prevents breaking assembly dependencies (#499)
+- **SO line editing** — edit quantities on confirmed/in-production/on-hold/pending orders with reason tracking (#495)
+- **SO line removal** — remove a line from an editable order; guarded by shipped quantity, active PO check, and minimum one-line requirement (#505, #506)
+- **PO refresh-routing** — re-snapshot a product's current active routing onto an existing production order; solves POs created before routing existed (#505)
+- **Quote PDF redesign** — professional B2B layout with brand colors, two-column header, itemized lines, and terms (#497)
+- **Invoice PDF redesign** — professional layout with full customer info, payment terms, calculated due date, and packing slip match (#504)
+- **Packing slip redesign** — matches invoice/quote style with brand header, dark table header, and alternating row stripes (#504)
+- **Admin messaging** — admin-initiated direct messaging (PRO-gated with `isPro` feature flag) (#493)
+
+### Fixed
+
+- Pending orders now included in editable statuses — line edits and removal were hidden on `pending` orders (#506)
+- Quote-converted orders used `source='portal'` incorrectly — now `source='quote'`; PRO portal passes `source='portal'` explicitly (#505)
+- `sales_orders.unit_price` was NOT NULL — caused conversion failures for multi-line quotes where header price is null by design (migration 077, #505)
+- Packing slip header collision — "PACKING SLIP" title overlapped SO number; fixed with adequate `spaceAfter` spacing (#505)
+- Close-short UI clarity — Short Closed state and multi-line Order Summary display (#502)
+
+### Documentation
+
+- Regenerated API-REFERENCE.md (438 endpoints), SCHEMA-REFERENCE.md (64 models), MIGRATIONS-LOG.md (60 migrations)
+- Added close-short, line editing, and line removal workflows to orders user guide
+- Added accept-short and refresh-routing sections to production user guide
+- Added production shortfall path to quote-to-cash workflow
+- Updated FEATURE-CATALOG.md: 41 → 50 features
+- Removed stale planning document (496-architecture-review.md)
+
 ## [3.6.0] - 2026-03-30
 
 ### Added

backend/VERSION

@@ -1 +1 @@
-3.6.0
+3.7.0

docs/API-REFERENCE.md

@@ -10,17 +10,17 @@
 
 | Metric | Count |
 | ------ | ----- |
-| **Total Endpoints** | ~432 |
+| **Total Endpoints** | ~438 |
 | **Router Files** | 49 |
 | **Router Groups** | 28 (including 18 admin sub-modules) |
 | **Base Path** | `/api/v1/` |
 
 ### HTTP Method Distribution
 
-- **GET**: ~212 endpoints (read/query operations)
-- **POST**: ~149 endpoints (create/execute operations)
-- **PUT/PATCH**: ~41 endpoints (update operations)
-- **DELETE**: ~30 endpoints (delete operations)
+- **GET**: ~213 endpoints (read/query operations)
+- **POST**: ~152 endpoints (create/execute operations)
+- **PUT/PATCH**: ~42 endpoints (update operations)
+- **DELETE**: ~31 endpoints (delete operations)
 
 ---
 
@@ -80,7 +80,7 @@ Authorization: Bearer <access_token>
 
 **Tier**: Core
 **File**: `endpoints/sales_orders.py`
-**Endpoints**: 26
+**Endpoints**: 30
 
 | Method | Path | Description | Auth |
 | ------ | ---- | ----------- | ---- |
@@ -101,6 +101,10 @@ Authorization: Bearer <access_token>
 | PATCH | `/sales-orders/{order_id}/shipping` | Update shipping information for an order (admin only). | ADMIN |
 | PATCH | `/sales-orders/{order_id}/address` | Update shipping address for an order (admin only). | ADMIN |
 | POST | `/sales-orders/{order_id}/cancel` | Cancel a sales order. | ADMIN |
+| PATCH | `/sales-orders/{order_id}/lines` | Edit line item quantities on a sales order. | ADMIN |
+| DELETE | `/sales-orders/{order_id}/lines/{line_id}` | Remove a line item from a sales order. | ADMIN |
+| GET | `/sales-orders/{order_id}/close-short-preview` | Preview close-short: shows per-line achievable quantities and PO status. | ADMIN |
+| POST | `/sales-orders/{order_id}/close-short` | Close an order short — accept partial fulfillment, transition to ready_to_ship. | ADMIN |
 | POST | `/sales-orders/{order_id}/confirm` | Confirm a pending_confirmation order from an external source. | ADMIN |
 | POST | `/sales-orders/{order_id}/reject` | Reject a pending_confirmation order from an external source. | ADMIN |
 | DELETE | `/sales-orders/{order_id}` | Delete a sales order (admin only). | ADMIN |
@@ -197,7 +201,7 @@ Authorization: Bearer <access_token>
 
 **Tier**: Core
 **File**: `endpoints/production_orders.py`, `endpoints/operation_status.py`
-**Endpoints**: 40
+**Endpoints**: 42
 
 | Method | Path | Description | Auth |
 | ------ | ---- | ----------- | ---- |
@@ -217,7 +221,9 @@ Authorization: Bearer <access_token>
 | POST | `/production-orders/{order_id}/release` | Release a production order for manufacturing. | CUSTOMER |
 | POST | `/production-orders/{order_id}/start` | Start production on an order. | CUSTOMER |
 | POST | `/production-orders/{order_id}/complete` | Complete a production order. | CUSTOMER |
+| POST | `/production-orders/{order_id}/accept-short` | Accept a production order short — complete it with the quantity already produced. | CUSTOMER |
 | POST | `/production-orders/{order_id}/cancel` | Cancel a production order. | CUSTOMER |
+| POST | `/production-orders/{order_id}/refresh-routing` | Re-snapshot the product's current active routing onto the production order. | CUSTOMER |
 | POST | `/production-orders/{order_id}/hold` | Put a production order on hold. | CUSTOMER |
 | PUT | `/production-orders/{order_id}/schedule` | Schedule a production order. | CUSTOMER |
 | GET | `/production-orders/schedule/summary` | Get production schedule summary. | CUSTOMER |
@@ -971,5 +977,5 @@ All endpoints are prefixed with `/api/v1/`
 
 ---
 
-*Last updated: 2026-03-30*
+*Last updated: 2026-04-06*
 *Generated for FilaOps Core v3.6.0*

docs/FEATURE-CATALOG.md

@@ -9,8 +9,8 @@
 
 | Tier | Features | Status |
 | ------ | ---------- | -------- |
-| **Core (Open Source)** | 41 | Released |
-| **Total** | 41 | - |
+| **Core (Open Source)** | 50 | Released |
+| **Total** | 50 | - |
 
 ---
 
@@ -20,7 +20,7 @@
 
 ### Core (Open Source)
 
-## Core Features (41)
+## Core Features (50)
 
 ### Authentication & Access
 
@@ -98,6 +98,30 @@
 | 40 | Duplicate Item | Clone items with inline BOM component swap for color variants | ✅ Complete |
 | 41 | Copy BOM | Copy a BOM to a different product with target product picker | ✅ Complete |
 
+### Sales Orders (v3.7.0)
+
+| # | Feature | Description | Status |
+| --- | ------- | ----------- | ------ |
+| 42 | SO Line Editing | Edit quantities on confirmed/in-production/pending order lines with reason tracking | ✅ Complete |
+| 43 | SO Line Removal | Remove a line from an editable order (guards: not shipped, no active POs, not last line) | ✅ Complete |
+| 44 | Close-Short | Accept partial fulfillment — close an order short when full quantity cannot be produced/shipped | ✅ Complete |
+| 45 | Close-Short Preview | Preview achievable quantities per line before executing close-short | ✅ Complete |
+| 46 | Pending Orders Editable | Orders in 'pending' status allow line edits and removal | ✅ Complete |
+
+### Production Orders (v3.7.0)
+
+| # | Feature | Description | Status |
+| --- | ------- | ----------- | ------ |
+| 47 | PO Accept-Short | Complete a production order with less than the ordered quantity | ✅ Complete |
+| 48 | PO Refresh Routing | Re-snapshot a product's current active routing onto an existing PO (useful when routing added after PO created) | ✅ Complete |
+
+### PDF Documents (v3.7.0)
+
+| # | Feature | Description | Status |
+| --- | ------- | ----------- | ------ |
+| 49 | Quote PDF Redesign | Professional B2B quote layout with brand colors, itemized lines, and terms | ✅ Complete |
+| 50 | Invoice PDF Redesign | Professional invoice layout with full customer info, payment terms, and due date | ✅ Complete |
+
 ---
 
 ## Hidden Features (Backend Only)
@@ -206,5 +230,6 @@ MRP
 
 ---
 
-*Last updated: 2026-01-28*
+*Last updated: 2026-04-06*  
+*Generated for FilaOps Core v3.7.0*
 *Generated for FilaOps Core (Open Source)*

docs/MIGRATIONS-LOG.md

@@ -11,7 +11,7 @@
 
 | Metric | Count |
 | ------ | ----- |
-| **Total Migrations** | 56 |
+| **Total Migrations** | 60 |
 | **Database** | PostgreSQL |
 | **Tool** | Alembic |
 
@@ -29,12 +29,12 @@
 | Purchasing | 5 | 019, 027, 028, 036, 2940c6a93ea7 |
 | Settings | 3 | 020, 037, 062 |
 | Performance | 1 | 905ef924f499 |
-| Sales | 8 | 024, 038, 043, 061, 066, 069, 071, 072 |
+| Sales | 11 | 024, 038, 043, 061, 066, 069, 071, 072, 074, 076, 077 |
 | Maintenance | 2 | 025, 026 |
 | Products | 3 | 040, 055, 065 |
 | Accounting | 5 | 044, 045, 046, 052, 053 |
 | Tax | 1 | 063 |
-| Other | 2 | 070, 073 |
+| Other | 3 | 070, 073, 075 |
 
 ---
 
@@ -1121,6 +1121,65 @@
 
 ---
 
+#### `074_add_close_short_and_line_edit_fields.py`
+
+**Tier**: Core
+**Date**: 2026-04-02
+**Purpose**: Add close_short fields to sales_orders and original_quantity to sales_order_lines
+**Revises**: 073
+
+**Adds Columns**:
+
+- `sales_orders.closed_short`
+- `sales_orders.closed_short_at`
+- `sales_orders.close_short_reason`
+- `sales_order_lines.original_quantity`
+
+---
+
+#### `075_add_close_short_records_table.py`
+
+**Tier**: Core
+**Date**: 2026-04-03
+**Purpose**: Add close_short_records audit table
+**Revises**: 074
+
+**Creates Tables**:
+
+- `close_short_records` - Close Short Records
+
+**Creates Indexes**:
+
+- `ix_close_short_records_entity_type_entity_id`
+
+---
+
+#### `076_add_fulfillment_status_to_so_lines.py`
+
+**Tier**: Core
+**Date**: 2026-04-03
+**Purpose**: Add fulfillment_status to sales_order_lines
+**Revises**: 075
+
+**Adds Columns**:
+
+- `sales_order_lines.fulfillment_status`
+
+---
+
+#### `077_make_so_unit_price_nullable.py`
+
+**Tier**: Core
+**Date**: 2026-04-05
+**Purpose**: Make sales_orders.unit_price nullable
+**Revises**: 076
+
+**Alters Columns**:
+
+- `sales_orders.unit_price`
+
+---
+
 ## Migration Dependencies
 
 ```text
@@ -1237,6 +1296,14 @@ b1815de543ea (001_initial_postgres_schema)
 072_portal_ingestion_notifications
     |
 073_add_quote_lines_table
+    |
+074_add_close_short_and_line_edit_fields
+    |
+075_add_close_short_records_table
+    |
+076_add_fulfillment_status_to_so_lines
+    |
+077_make_so_unit_price_nullable
 ```
 
 
@@ -1261,5 +1328,5 @@ alembic history --verbose
 
 ---
 
-*Last updated: 2026-03-30*
+*Last updated: 2026-04-06*
 *Generated for FilaOps Core v3.6.0*

docs/SCHEMA-REFERENCE.md

@@ -2,9 +2,9 @@
 
 # FilaOps Database Schema Reference
 
-**Generated:** 2026-03-30
+**Generated:** 2026-04-06
 **Source:** FilaOps Core v3.6.0
-**Total Models:** 63 (Core only)
+**Total Models:** 64 (Core only)
 **Purpose:** AI knowledge source for codebase understanding
 
 > This is the **Core (Open Source)** schema reference.
@@ -25,7 +25,7 @@
 10. [UOM Models](#uom-models) (1 model)
 11. [Accounting Models](#accounting-models) (4 models)
 12. [Tax Models](#tax-models) (1 model)
-13. [Reference Data Models](#reference-data-models) (8 models)
+13. [Reference Data Models](#reference-data-models) (9 models)
 
 ---
 
@@ -362,7 +362,7 @@
 | material_type | String(50) | NOT NULL | Material type |
 | color | String(50) |  | Color |
 | finish | String(50) | NOT NULL, DEFAULT 'standard' | Finish |
-| unit_price | Numeric(10, 2) | NOT NULL | Unit price |
+| unit_price | Numeric(10, 2) |  | Unit price |
 | total_price | Numeric(10, 2) | NOT NULL | Total price |
 | tax_amount | Numeric(10, 2) | DEFAULT 0.0 | Tax amount |
 | tax_rate | Numeric(5, 4) |  | Tax rate |
@@ -398,6 +398,9 @@
 | production_notes | Text |  | Production notes |
 | cancelled_at | DateTime |  | Cancelled timestamp |
 | cancellation_reason | Text |  | Cancellation reason |
+| closed_short | Boolean | NOT NULL, DEFAULT False | Closed short |
+| closed_short_at | DateTime |  | Closed Short timestamp |
+| close_short_reason | Text |  | Close short reason |
 | created_at | DateTime | NOT NULL, DEFAULT utcnow, INDEX | Creation timestamp |
 | updated_at | DateTime | NOT NULL, DEFAULT utcnow | Last update timestamp |
 | confirmed_at | DateTime |  | Confirmed timestamp |
@@ -419,7 +422,7 @@
 
 ### SalesOrderLine
 
-**Table:** `sales_order_lines` | **Tier:** Core | **File:** `sales_order.py:175`
+**Table:** `sales_order_lines` | **Tier:** Core | **File:** `sales_order.py:180`
 
 | Column | Type | Constraints | Description |
 | ------ | ---- | ----------- | ----------- |
@@ -435,6 +438,8 @@
 | total | Numeric(10, 2) | NOT NULL | Total |
 | allocated_quantity | Numeric(10, 2) | DEFAULT 0 | Quantity allocated to orders |
 | shipped_quantity | Numeric(10, 2) | DEFAULT 0 | Shipped quantity |
+| original_quantity | Numeric(10, 2) |  | Original quantity |
+| fulfillment_status | String(20) |  | Fulfillment status |
 | notes | Text |  | Additional notes |
 | created_by | Integer |  | Creator reference |
 
@@ -1877,6 +1882,24 @@
 
 ---
 
+### CloseShortRecord
+
+**Table:** `close_short_records` | **Tier:** Core | **File:** `close_short_record.py:13`
+
+| Column | Type | Constraints | Description |
+| ------ | ---- | ----------- | ----------- |
+| id | Integer | PK, INDEX | Primary key |
+| entity_type | String(20) | NOT NULL, INDEX | Entity type |
+| entity_id | Integer | NOT NULL, INDEX | Entity reference |
+| performed_by | Integer | FK->users.id | FK reference to users.id |
+| performed_at | DateTime | DEFAULT now(), NOT NULL | Performed timestamp |
+| reason | Text |  | Reason |
+| line_adjustments | JSON |  | Line adjustments |
+| linked_po_states | JSON |  | Linked po states |
+| inventory_snapshot | JSON |  | Inventory snapshot |
+
+---
+
 ### Invoice
 
 **Table:** `invoices` | **Tier:** Core | **File:** `invoice.py:10`
@@ -2037,5 +2060,5 @@
 | UOM Models | 1 | 1 |
 | Accounting Models | 4 | 4 |
 | Tax Models | 1 | 1 |
-| Reference Data Models | 8 | 8 |
-| **Total** | **63** | **63** |
+| Reference Data Models | 9 | 9 |
+| **Total** | **64** | **64** |