Sign in to staging
Company settings, user invites, and invite acceptance are available in staging.
Staging target
This release connects only to the clean multi-company staging project.
| Project | trade_platform_multi_company_staging |
|---|---|
| Project ref | umknyyslxqxhqhyhxvel |
| Release | v7.4.73m-r15 |
Company
Connected to staging
Membership verification
The signed-in account is reading company data through RLS.
Company Settings
Owners and admins can update these fields through a staging RPC.
Invite User
Create an invite, send email if the provider is configured, or copy the invite link.
Members & Invites
Owners can change roles. Owners/admins can disable, reactivate, or remove allowed memberships.
Project
Create and update staging projects. All rows are scoped to the active company.
Project List
Use quick status moves to test the first company-scoped business workflow.
Offer
Create and update staging offers. Link an offer to a Platform project when useful.
Offer List
This is the first offer register. PDF, mail, and approval pages come later.
Economy Summary
Company totals from invoices and expenses visible in staging.
Invoice
Create and update staging invoices. Link invoices to projects and offers when useful.
Invoice List
This is the first tenant-safe invoice register. Sending, PDF, and payment tracking come later.
Expense
Create and update staging expenses. Link costs to projects when useful.
Expense List
This is the first tenant-safe expense register. Receipts and approval flow come later.
Create Customer
Create a customer company, choose modules, and set up the first local admin owner.
Customers
Platform admin view across customer companies in staging.
Roofing Pipeline
Upload a ZIP package, track the cloud worker, and open the generated Project Book.
Project Books
Processing status comes from Supabase. View, download, and chat require the API bridge from the integration prompt.
Project Chat
Ask questions about the selected Project Book once the RAG API is connected.