ERP

ERP Spec 2 — Phase 2B

Complete commercial pricing UX, banking reconciliation/payment-execution depth, returns automation, admin domain actions, and reporting polish — all on Modules/ERP with TDD.

State
Done
Progress
100%
Steps
65 / 65
Started
2026-07-11
Finished
2026-07-12
Module
LaraERP

Tasks.

  • Task 1: Party::price_rules() relation (2B-02) — completed 2026-07-115/5
  • Task 2: Party price-rule UI (2B-01) — completed 2026-07-115/5
  • Task 3: Quotation unlock action (2B-08) — completed 2026-07-115/5
  • Task 4: Document sequence reset (2B-09) — completed 2026-07-114/4
  • Task 5: Return line override contract (2B-07) — completed 2026-07-115/5
  • Task 6: Automatic NC/ND on complete() (2B-06) — completed 2026-07-114/4
  • Task 7: Bank difference journals (2B-04) — completed 2026-07-125/5
  • Task 8: Match-with-difference reco UI (2B-05) — completed 2026-07-125/5
  • Task 9: CAMT.053 / MT940 import (2B-10) — completed 2026-07-126/6
  • Task 10: Financial report CSV export (2B-11, PART-05) — completed 2026-07-125/5
  • Task 11: BI / operational dashboard polish (2B-12) — completed 2026-07-124/4
  • Task 13: Supplier payment runs + SEPA pain.001 export (2B-13) — completed 2026-07-118/8
  • Task 14: Phase 2B verification & backlog update — completed 2026-07-124/4

Read the full plan on GitHub