Project Detail - Purchase Orders (request→approve→PDF)¶
| Stage | Building |
|---|---|
| Status | Partial |
| Design status | Missing |
| Estimate | 2w (M) |
| Confidence | Medium |
| Linear | PIN-276 ↗ PIN-254 ↗ PIN-255 ↗ |
| Linear status | Done · +2 backlog |
| Design | |
| Linear epic | Project Management & Controls |
| Module | Projects ↗ |
Priority: High · Route: /projects/:id/detail?tab=purchase-orders
Scope¶
Per-project Purchase Orders tab plus the admin-side request→approve workflow: PM/estimator PO requests route to a Finance/Admin review queue with budget validation, tiered approval thresholds, and an optional AI-drafted scope paragraph. (Source: PIN-276, PIN-254, PIN-255.)
Acceptance criteria¶
- Purchase Orders tab lists POs scoped to the project — PO Number, Cost Code, Vendor, Amount, Status, Insurance, Origin (Budget/CO)
- Row click opens the existing PO detail slide-out; "Request PO" opens the request modal
- Admin approval queue shows pending POs with a budget-remaining check (warns, doesn't block, if the PO plus prior POs exceeds the budgeted scope amount)
- Approve (issue manually / mark issued), Reject (with reason), and Request-more-info actions, each notifying the requester
- Tiered, admin-configurable approval thresholds (e.g. auto-approve under a $ floor, single/double approver above it)
- "Draft Scope" AI action in the request modal fills the scope text from cost code + amount + project context; always editable, manual entry still works if it fails
- Queue visible to Finance/Admin only; PM sees status of their own requests
- Every state transition is audit-logged
Conor's comments¶
Part of estimating & project workflows. This will initatlly be PO request to email admin team, then to approval workflow once PO module built, and then integration into foundation for issuing POs.
Notes¶
Per-project PO built; standalone admin PO center Under Construction; approve/reject + AI-scope unbuilt
Open question for Conor¶
- Design canon MISSING — no
.dc.htmlmaps to this page. Confirm the design source: reuse an existing module export, or schedule a dedicated design pass? (F2) Define approval workflow (Artem to investigate + ping Marko)