Feature Catalogue

A consolidated index of what the portal does today. Each item links to the page with the detail, or names the code that implements it.

Purchase orders

Full PO lifecycle — DRAFT → … → CLOSED with manager approval, vendor validation, payment, and receipt confirmation. Enforced by the state machine; every change is an audit row.
Partial payments & partial receipts — PARTIALLY_PAID / PARTIALLY_CLOSED loop until fully settled (deliveredQuantity per line).
Structured PO numbers — COMPANY/VESSEL/ID/FY (e.g. PMS/HNR1/9000/2024-25); system IDs start at 9000; imported POs keep their original number. See Purchase Orders.
GST-inclusive totals — per-line gstRate (default 18%); live taxable/GST/ grand-total summary in the form.
Manager line-item editing — managers adjust quantities, prices, GST, vendor/vessel/account inline before approving (MANAGER_LINE_EDIT audit).
Editable PO date + compulsory payment date (no future dates).
Excel PO import → CLOSED — historical records, auto-detecting company, matching vessel, auto-creating vendor/products/prices.
PDF / XLSX export — gated to MGR_APPROVED+; approver name + signature on the document; company details populate the header.
Email PO to vendor — one-click Outlook draft to the vendor's primary contact with a 7-day download link to the PO PDF, rendered by the PdfService microservice and stored in R2; the PDF is cached per PO so repeat sends reuse it and just refresh the 7-day link (issues #14 / #127 / #128).
Discard draft, edit & resubmit, edit-highlight diff on resubmitted POs.
Unsaved-changes prompt — leaving the PO create/edit screen with unsaved edits offers Save as draft / Discard / Stay (in-app navigation) or the browser's native warning (refresh / close). (issue #18)

Catalogue, vendors, inventory

Multi-company invoicing — bill a PO under a sister company (PMS/HNR/DEI); details flow to the exported PO. See Data Model.
3-level accounting codes — Top → Sub → Leaf (6-digit); only leaf codes selectable, via a searchable combobox.
Vendor management — submitter-created (unverified) vendors; auto-verify-on-payment; GSTIN lookup via the GST microservice; geocoded vendor-distance sourcing. See Vendors and GST Lookup.
Product catalogue — editable at /admin/products, read-only at /inventory/items; per-vendor price history; "Cheapest" / "★ Closest" tags.
Cart — collect items (localStorage) → create a PO pre-filled.
Site inventory (feature-flagged) — stock per site, daily consumption log; inventory incremented at PO approval. Gated by NEXT_PUBLIC_INVENTORY_ENABLED. See Inventory and Catalogue.

Platform

Auth — Microsoft Entra SSO + credentials; nullable password for SSO users; optional self-set password; approver signature upload.
Role-based dashboards — submitter / manager / accounts / auditor views.
Spend analytics — manager dashboard: approved-this-month, spend by cost centre and by month (Recharts).
In-app notification bell with unread badge, plus email at every transition.
History & export — filter by date range, cost centre, and multiple statuses; CSV/PDF export (up to ~200 rows). Open to export_reports holders; submitters get read+export access under the NEXT_PUBLIC_SUBMITTER_VIEW_ALL_ENABLED flag (read-only). See Roles and Permissions.
Mobile experience — manager/accounts get mobile cards + bottom nav; other roles see a "Desktop Required" overlay.
PPMS rebrand — login, sidebar, and title show "PPMS".
Environment banner — non-prod banner via NEXT_PUBLIC_ENV_LABEL (EnvBanner); renders nothing in prod.
SuperUser access requests — request from profile; resolved at /admin/superuser-requests.

Reports (spend analytics)

Reports → Purchasing (view_analytics — Manager / SuperUser / Auditor / Admin) — two report families, each index → drill-down → detail: Cost Centres (spend across vessels) and Accounting Codes (the Heading → Sub → Leaf tree). KPI tiles, comparison + trend charts (one colour per item), Top-N tables, per-row sparklines, and CSV export. Filters (granularity Weekly / Monthly / Yearly, financial year, Top/Bottom-N, an “Add to graph” custom comparison) live in the URL. See Reports.

Operations

Report Issue button — any signed-in user files a Forgejo issue from the header (lib/forgejo.ts).
Automated issue→fix→PR pipeline + tag-triggered deploy. See Issue-to-Deploy Pipeline.
Staging instance against a daily prod-mirror test DB for smoke testing.
Microservices — three standalone Express + Playwright services on pms1: GstService (GSTIN lookup), EpfoService (UAN/EPFO lookup), PdfService (PO→PDF for “Email to vendor”); auto-deployed on release via ecosystem.config.js. See Deployment and Operations.

For the screen-by-screen breakdown, see Pages and Navigation. For what shipped recently, see Changelog.

Pelagia Portal (PPMS)

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Pelagia Portal (PPMS) — internal purchase-order management. Self-hosted on pms1, live at pms.pelagiamarine.com. This wiki tracks the shipped product; authoritative sources are the repo code, App/CLAUDE.md, Docs/, and CHANGELOG.md.