Project Gaia

Static mockups in Filament v3 table idiom, desktop and mobile. Every screen uses real data from the Katana tenant snapshot (2026-04-12).

Each screen has a Field manifest button (bottom right) mapping every column to its Filament component, storage source, and FK target — the schema falls out of these.

Process map new Every business process end to end as a clickable chain of screens — follow a flow and jump into any step.

Dashboards by role — what each login sees first; a to-do list, not a report

Super Boss — fire matrix, approvals, money
Factory Manager — fires first, schedule, shortages
Supervisor / QC — lines, checks due, verify queue
QA — release queue, quarantine, GMP calendar
Operator — one task, big buttons
R&D — trials, sampling, cost drift
Accountant — the QuickBooks bridge queue

Stock inventory engine

Inventory — netting grid: in stock / expected / committed / calculated
Batches — per-lot stock, FEFO, expiry
Stock adjustments — entry form slide-over, batch picker
Stock transfers — ST card, origin/destination, in-transit
Stocktakes — count → auto adjustment
Stock movement ledger — the core engine table, drill-down
Batch trace — lot genealogy, mock-recall
Stocktake counting sheet — per-zone count entry → variance

Make manufacturing orders

Schedule — Open — rank, ingredients availability, deadlines
Schedule — Done — 3-part cost roll-up, planned vs actual
Tasks — one row per routing operation
MO detail card — ingredients commit, batches, cost roll-up
BMR — auto-generated batch records, photos, wet-ink release
New manufacturing order — product, batch qty, ingredient commit

Sell OEM — orders · pipeline · shipping

Sales orders — Open — five-chip status cascade, demand chain
Sales orders — Done — COGS & profit
CRM — OEM deals pipeline, Won → SO
Shipments — carrier, tracking, step progress
Customers — shared table, OEM view, card slide-over
SO detail card — lines, demand chain, delivery
Price lists — floor prices + customer price memory
Returns — quarantine-first RMA, lot capture
Quotes — auto-quote machine (90%) + R&D-routed custom
Quote detail card — lines, margin guard, convert → SO
New sales order — create form, demand-chain preview
New quote — auto-quote builder, margin guard
Shipment detail — packing slip, delivery status, events
Pack & deliver — pick lots, pack packages, dispatch

Buy purchasing

Purchase orders — Open — delivery & billing status
Purchase orders — Done — billing vs receipt states
Suppliers — card slide-over, CSV import
PO detail card — GMP receive: batch + expiry + landed cost
New purchase order — supplier, lines, expected delivery
Draft orders — replenishment-suggested drafts
Outsourcing — not captured yet

Items item / variant master

Products — variant-per-row, cost / profit / margin
Materials — purchased items, supplier codes
Item detail + Recipe/BOM — the schema keystone

Plan projection & replenishment

Planning — weekly stock projection, stockout markers
Replenishment — shortfall → draft PO/MO
Recurring schedule — cross-module cron board: daily → annual programs

Client portal new in Gaia — client-facing

Portal — Yes Global view — order progress, production photos, shipment tracking, documents

GMP facility · equipment · compliance

Maintenance — programs, room status today, work orders, vehicles
Records — all equipment + facility compliance records
Machines — status, utilisation, PM & calibration
Equipment history — per-machine life story, print for auditor
Self-inspection — annual 10-area audit, findings → CAPA

Insights nightly snapshot reporting

Sales — revenue, margin, top customers/products
Production — output, yield, utilisation
Purchasing — spend, supplier scorecard
Inventory — value, expiry horizon, slow movers
Retail — monthly trend, consolidation

R&D new in Gaia — shares the raw-material pool

R&D requests — customer-driven pipeline, progress log, draft → BOM
Request detail — the full worked form
Formulations — versioned, live cost/serving, promote → BOM
Lab trials — issue real stock (rnd_issue movement), lot-traceable
New R&D request — customer brief intake form
Trial detail — trial run, stock issue, outcome log
Formulation detail — versioned recipe, live cost/serving

Admin new in Gaia — multi-factory access

Users & access — per-factory access matrix, roles
Factories & locations — NVMSB · CTSB · CTWSB · CTCNGZ as tenants
Settings — numbering per entity, units, taxes

Factory access model

Each legal entity (NVMSB, CTSB, CTWSB, CTCNGZ) is a Filament tenant with its own stock ledger, document series and QuickBooks file. Users are granted factories via a pivot table; every operational record is scoped to one factory, and the topbar switcher only lists what a user is granted — one factory means no switcher at all. See Users & access.

Still to design

Supplier & customer detail cards, stocktake counting sheet, adjustment/transfer detail, Outsourcing, R&D formulation detail, shipment detail. All list screens and the core detail cards (MO, SO, PO, item, quote, retail sale) are done — enough to freeze the schema and start the Filament build. Insights stays a reporting concern for later.

Entry & account

Project Gaia — static mockups, Filament v3 idiom, no backend. Open any screen and click through the top navigation; use the Field manifest button on each screen for the schema mapping.