Craftplan

Overview & Planner

The planner lives at Manage → Overview (/manage/overview). It is the first page you see after signing in and keeps the plan-make-stock loop in one place.

Craftplan Planner

Global Search (Command Palette)

Press Cmd+K (Mac) or Ctrl+K (Windows/Linux) anywhere in Craftplan to open the command palette. It provides instant fuzzy search across all your data:

  • Products — Jump to any product by name or SKU
  • Materials — Find raw materials and ingredients
  • Orders — Search orders by reference or date
  • Customers — Look up customers by name
  • Production Batches — Locate batches by code

Use arrow keys to navigate results and Enter to select. Press Escape to close.

Global Search Command Palette

Layout & Tabs

The planner is organized into four sections:

  • Overview (default) — Summarizes today’s orders, outstanding quantities, over-capacity details, and upcoming material shortages.
  • Schedule — Day and week views with a kanban board for batch management. The day view defaults on mount.
  • Make Sheet — Printable run sheet with a fullscreen dialog. Print via the “Print” button or Cmd+P / Ctrl+P.
  • Materials — Rolls up per-material demand, current stock, and shortage warnings for the selected horizon.

The entire surface is LiveView-driven, so switching views or navigating dates keeps state without extra page loads.

Schedule: Day View (Kanban Board)

The day view (/manage/production/schedule?view=day) is the primary workspace for managing production. It presents a four-column kanban board:

  1. Unbatched — Order items scheduled for the day that have not been assigned to a batch yet. Cards are grouped by product and show total quantity and order count.
  2. Open — Batches that have been created but not started.
  3. In Progress — Batches currently being produced.
  4. Done — Completed batches with consumed materials and cost snapshots.

Working with the Kanban Board

  • Drag and drop cards between columns to advance batch status. The board enforces valid transitions (e.g., you cannot skip from Open to Done).
  • Click a card to open its detail modal showing allocated orders, quantities, and action buttons.
  • Use the Prev / Today / Next controls to navigate between days.

Creating Batches

Click an unbatched card to open its modal, then press Batch All to create a new production batch. This:

  • Groups all unbatched order items for that product on the selected day
  • Calculates remaining unplanned quantity per item (avoids double-allocation)
  • Snapshots the active BOM version and components map
  • Auto-generates a unique batch code

Progressing Batches

From the batch detail modal:

  • Start — Moves the batch from Open to In Progress and records started_at.
  • Mark Done — Opens an inline completion form with fields for produced quantity and optional duration in minutes. Submitting triggers auto-FIFO material consumption and cost snapshot capture.

Schedule: Week View

The week view (/manage/production/schedule?view=week) shows a seven-day calendar grid. Each cell displays product cards with quantity summaries and batch status badges. Clicking a card navigates to the day view for that date.

Cards in both views show capacity warnings when a product exceeds its max_daily_quantity.

Overview Dashboard

The overview tab (/manage/overview) displays:

  • Orders today — Deliveries scheduled for the current date with reference, customer, and total.
  • Outstanding today — Products with remaining todo and in-progress quantities.
  • Over-capacity details — Products exceeding their daily production limit.
  • Days over order capacity — Days where confirmed orders exceed the global daily cap.
  • Upcoming material shortages — Materials where projected end-of-day balance goes negative.

Printing & Quick Actions

  • The Make Sheet dialog shows the entire day’s run in a printable table grouped by product, with total and completed quantities.
  • The Materials tab mirrors shortage data so you can confirm stock before starting a run.

Tips

  • The day view is the default on mount — bookmark /manage/production/schedule for one-click access to today’s board.
  • Week view cards link to the day view on click, so you can quickly drill into a specific day.
  • Batch detail modals link to the full batch page (/manage/production/batches/:batch_code) for deeper inspection.
  • Order reference badges in modals link back to the order detail page for customer follow-ups.