Trade Platform Offers
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Company settings, user invites, and invite acceptance are available in staging.

Staging target

This release connects only to the clean multi-company staging project.

Projecttrade_platform_multi_company_staging
Project refumknyyslxqxhqhyhxvel
Releasev7.4.73m-r17

Company

Connected to staging

active owner staging-test-company

Membership verification

The signed-in account is reading company data through RLS.

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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.

Modules

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. Completed books can be viewed, downloaded, and queried with project chat.

Project Workspace

Review the generated Project Book and ask questions against the indexed project documents.

No Project Book selected
Choose a completed Project Book to view it here.
Source PDFs will appear after selecting a completed Project Book.
Project Chat
Select a completed Project Book to load the conversation.