Not Finished Yet — IM2 Open Items

What this page is

The working to-do list for things that are built but not finished. Every line has a permanent number (TD-nn); numbers are never reused once a line comes off.

Dave, 2026-09-26: "I believe we've finished everything." Verified against the live build the same day — every build item from Ver 14 is done or is now a switch Dave controls. The list below is the closing record.

Closed since Ver 14 (verified live 2026-09-26)

• TD-01 Posting picks to QuickBooks — built and exercised (Pick Review, Pick List, Truck Pick). Controlled by System Controls → Allow Inventory Posting to QB (currently No; three-way switch). Dave flips it.
• TD-02 / TD-17 Surplus — Use surplus is a resolution on RO Import Issues and the SURPLUS line shows on the PC pick list; no QB document, no inventory movement.
• TD-03 / TD-04 / TD-06 Create POs — the PO Workbench release writes one QuickBooks PO per vendor, stamps the buy list Ordered, and the "your rush has been ordered" text fires from that release. Controlled by Allow Auto-Create POs (currently No). Dave flips it.
• TD-05 Hand-typed buy-list lines — parked by Dave 2026-09-06 (add the item to the RO instead). Closed as decided.
• TD-07 / TD-08 Scheduled intake — FieldPulse and BuilderTrend polling run on their System Controls intervals (FP 3 h, BT 12 h today), every sweep is on the Poll/Sync Log, Poll Alert Contacts get a DM.
• TD-09 Menus behind sign-in — the Main Menu requires a login. The Handheld and Truck Tech menus are still plain tile lists anyone with the address can see, but nothing behind a tile opens without signing in — accepted by Dave 2026-09-06 ("if there's no risk that's ok"). Closed as decided.
• TD-10 / TD-11 Rush alerts — text alerts are live to the active rush contacts (3 on file). The separate Slack webhook was never created; texts replaced it. Closed.
• TD-13 (first part) / TD-15 Truck program — QuickBooks customer SA Vehicles with 11 truck sub-jobs exists; Truck Pick (issue truck stock to a job, mirrored $0 credit memo + invoice) is live on the Truck Tech Menu.
• TD-16 Required date on FP-imported ROs — import date + class lead time in work days (Service 3, Residential 10, Commercial 15), company holidays skipped. Live.
• TD-18 Values fixed in code — QB class ids and the four RO types stay in code by decision; the class names, lead times, holidays, and QB account choices are System Controls. Closed as decided.

Parked programs (not build work, kept only as a record)

• TD-12 Stock replenishment orders (count what is short → RO). Dave — design first.
• TD-13 (rest) Truck Min/Max lists, Truck Cycle Count, truck stock reports. Dave — when wanted.
• TD-14 RMA tracking. Dave — sketch it out.

Nothing else is outstanding. New work gets a new TD number here when Dave asks for it.