Release 1.33 — Development Timeline

LEM Foundation → Equipment Financial Layer → T&M Work Orders
Three phases building on each other, with parallel tracks where possible. Click any row with a spec to expand it inline.

Total Features
35
3 LEM + 12 WO + 8 Equip + 12 Backend
Phases
5
LEM → WO → Backend → Equip → Maint
Key Prerequisite
Job Refactor
Emma's projectId optional branch
Key Customers
4+
Rival, Mkwa, Tear Systems, Thermogenics
LEM Foundation
Equipment Module
Work Orders
Can parallelize
Backend Infrastructure
READY No blockers
BLOCKED Waiting on dependency
BACKEND Backend only (no UI)
▶ = has spec (click to expand)

Critical Path

The longest dependency chain that determines minimum timeline:

LEM-1
Labor Rates
→
LEM-2
Equip Rates
→
Job Refactor
Merge Required
→
WO-1
Job Type Config
→
WO-5
List Tables
→
EQ-0
Equip Schema
→
WO-2
Line Items
→
WO-3
Create/Edit
→
WO-4/5/6
Detail + List Pages
→
WO-8
Mobile Wizard

Phase 1 LEM Foundation — Rate Data Models

Prerequisite for all downstream features. Establishes structured cost vs. billable rate data for Labor, Equipment, and Materials. No blocking dependencies — can start immediately.

ID Feature Estimate Status Depends On
▶ LEM-1 Labor Billable Rates — Add billableValue to TradeLevelRate, new Billable Rates tab in Employee Agreement 2-3 days READY None
▶ LEM-2 Equipment Billable Rates — Category-level rates with per-equipment + per-job overrides, editable rate types, resolution engine 4-6 days PARALLEL None (||)
▶ LEM-3a Material Billable Rates — Schema + Service. Migration (4 nullable columns), MaterialPricingService (resolveMaterialSellPrice(), bestAvailableCost()), GraphQL computed resolvers. Hard prerequisite for WO-2. ~1 day SEQUENCE LEM-1 (pattern)
▶ LEM-3b Material Billable Rates — UI. MaterialPricingCard on Material detail page, Default Markup % on MaterialGroup form, Material Markup % on Job settings. Parallel with WO-2/WO-3. 1-2 days PARALLEL LEM-3a
↓

Phase 2 T&M Work Orders

The highest priority feature. Requires the Job Refactor branch to be merged (makes projectId optional on Job). Uses LEM rate data for auto-pricing line items. No dependency on Equipment Financial Layer.

ID Feature Estimate Status Depends On
▶ PREREQ Job DataModel Refactor — Emma's branch making projectId optional, DataModel-driven forms In progress MERGE REQ Release 1.31
▶ WO-1 Job Classification & WO Routing — JobClassification enum, PropertyValue config, WO statuses, Board seeds, SQL view, backend guard. No frontend. 2-3 days BLOCKED Job Refactor
▶ WO-5 T&M Work Order Log — Extract SharedJobListView, Work Orders list page, sidebar nav. Pure frontend. 2-3 days BLOCKED WO-1
▶ EQ-0 Equipment Time Schema — Prisma models, types, model class, GraphQL, timesheet mutation extensions, permissions (backend only) 2-3 days BLOCKED LEM-2
▶ WO-2 Line Item Tables — 3 new Prisma models (Labor/Material/Equipment), auto-pricing from LEM rates 5-8 days BLOCKED WO-1, EQ-0, LEM-1/2/3
▶ WO-3a Schema & Form Foundation — dateOfWork on Job, Signature model, DAA setup, classification-aware numbering 3-4 days BLOCKED WO-1, WO-2, PR #6831
▶ WO-3b Line Item Editors — Labor/Material/Equipment custom input components for DataModel form, structured + blank patterns 4-5 days BLOCKED WO-3a
▶ WO-3c Signatures & Submission — Signature canvas via react-signature-canvas, user selector, GPS capture, Draft/Submit flow, complete form mockup 2-3 days BLOCKED WO-3a
▶ WO-3d WO Property Settings — Settings tab with layout builders, dual-status (jobStatus vs workOrderStatus) input resolution, subModel scoping 2-3 days BLOCKED WO-1, WO-3a
▶ WO-4 Detail Page — WO-specific tabs, action buttons, line item display 4-6 days BLOCKED WO-3a/b/c
▶ WO-7 WO → Invoice / CO Conversion — Generate Simple invoice from WO line items, Convert to CO with nullable accountItemId, rate resolution via LEM-1/2 3-4 days BLOCKED WO-4, LEM-1/2
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Parallel Tracks Independent Work Order Features

These features can be developed in parallel with the main WO track or slotted in between phases.

ID Feature Estimate Status Depends On
▶ WO-8 Mobile WO Creation — Parent spec. 5-step wizard with camera capture, touch signature, multi-draft. Decomposes into WO-6, WO-8a, WO-8b below. 8-10 days BLOCKED WO-1, WO-3
▶   WO-6 Mobile WO List & Detail — TableDataList + DetailOverview with Overview, Notes, Files tabs 1-2 days BLOCKED WO-1, WO-3d
▶   WO-8a Stepped Form Wizard — DataModelForm steppedForm mode, section-as-step, disabled summary 3-4 days BLOCKED WO-6, WO-3c
▶   WO-8b Collect Signatures — Request internal signature (ACK pattern) + collect in-person from external (device handoff) 3-4 days BLOCKED WO-6, WO-8a
▶ WO-9 Trade Level Override Audit — Update all reports, payroll, P&L, LEM, PDFs to use overrideTradeLevelId from TimeSheetDetailRecord. Must ship this release. 2-3 days BLOCKED WO-2 Step 0
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Backend Sprint Backend Infrastructure — Material Supply Chain

Backend only — no UI. Builds the database models, GraphQL resolvers, and services for every feature in Release 1.34. Seeded with synthetic data and validated end-to-end via MCP. Runs in parallel with WO development. Full specs and implementation plans live in the 1.34 timeline.

ID Backend Scope Estimate Status Depends On
▶ LEM-3a Material Pricing Cascade — 4 migration columns, MaterialPricingService, computed resolvers 0.5 day BACKEND LEM-1
▶ MAT-0 Supply Chain Foundation — ManufacturerProduct + DistributorPrice models 1 day BACKEND LEM-3a
▶ MAT-1 Customer PO Entity — PurchaseOrder + PurchaseOrderLineItem models 1 day BACKEND MAT-0
▶ MAT-9 Discount Management — DistributorDiscount model, cascading resolution 0.5 day BACKEND MAT-0 (||)
▶ MAT-4 Material Requests — MaterialRequest + MaterialRequestItem models 0.5 day BACKEND MAT-0 (||)
▶ MAT-2a Material Consumption — MaterialConsumptionEntry model, LEMReport query 0.5 day BACKEND LEM-3a (||)
▶ MAT-5 Supplier PO — Extend PurchaseOrder with delivery/shipping fields 0.5 day BACKEND MAT-1
▶ MAT-6 Receiving — PurchaseOrderReceipt + ReceiptLineItem models 0.5 day BACKEND MAT-5
▶ MAT-7 Inventory — InventoryLocation + InventoryItem + InventoryMovement models 1 day BACKEND MAT-6
▶ MAT-8 Vendor Credits — VendorCredit + VendorCreditLineItem models 0.5 day BACKEND MAT-6 (||)
▶ SEED Synthetic Data Seeding — Populate via MCP with realistic supply chain data 1 day BACKEND All MAT
▶ TEST MCP End-to-End Test — Full supply chain lifecycle validation 1 day BACKEND SEED

Full feature specs and implementation plans for each MAT item → Release 1.34 Timeline

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Phase 3 Equipment Financial Layer

Equipment timesheet capture, P&L integration, and invoicing. Requires LEM-2 (Equipment Rates). Can run in parallel with WO development since there are no cross-dependencies. Deferred after WO as lower priority.

ID Feature Estimate Status Depends On
▶ UIS-15H Equipment Timesheet Capture — Equipment time as sibling to labor in timesheets, shared approval, mobile Log Time, tooltip + approval grid updates 3-4 days BLOCKED EQ-0, LEM-2
▶ UIS-15C Equipment Variable Rates (Advanced) — Time-of-day windows, hour splitting, OT multipliers, attachment pricing, effective dating 3-5 days BLOCKED LEM-2
▶ UIS-15A Equipment Job P&L — Map EquipmentCategory to AccountItem, SQL CTE for equipment costs in Financial Summary 3-4 days BLOCKED LEM-2, UIS-15H
▶ UIS-15B Equipment Invoicing — Generate Simple invoices from approved equipment time entries via Job or Equipment detail 4-6 days BLOCKED LEM-2, UIS-15H, UIS-15A
↓

Phase 4 Equipment Maintenance & Mobile (Lower Priority)

These are valuable but not on the critical path for Work Orders. Can be deferred to 1.33 if timeline is tight.

ID Feature Estimate Status Depends On
▶ UIS-15D Equipment Maintenance Triggers — Hour/calendar-based alerts, service logging, PropertyValue types, category > equipment cascade 5-7 days BLOCKED UIS-15H
▶ UIS-15G Equipment Maintenance Scheduling — Schedule instances, calendar view, completion workflow, downtime tracking, cost/downtime reports, reminders 6-8 days BLOCKED UIS-15D
▶ UIS-15F Daily Equipment Checklist — Digital inspections via SafetyForm system, defaultInspectionFormId on EquipmentCategory 3-4 days BLOCKED UIS-15D
▶ UIS-15E Equipment Search & Mobile QoL — QR scanner, mobile detail views, quick actions, history tabs, start form 4-5 days BLOCKED UIS-15H, UIS-15D, UIS-15F

Sequencing Rationale

Key Decisions & Open Questions

Source Documents