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Version: 1.0.0
Last Updated: 2026-01-16
Purpose: Centralized status of PF-15 (Picklists), PF-16 (Custom Fields), PF-17 (ConfigurableForm) adoption across all cores
See: Root AGENTS.md (current: see docs/VERSIONS.md) for platform-wide instructions.

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Overview

This document tracks the adoption status of Platform Foundation features across all domain cores. These features enable consistent, configurable data management across the platform. PF Features:
  • PF-15: Picklists - Centralized, organization-configurable picklist values
  • PF-16: Custom Fields - JSONB-based custom fields on business entities
  • PF-17: ConfigurableForm - Dynamic form builder with custom field support

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PF-15: Picklists

CoreStatusNotes
HR🟡 PartialEmployment status migrated ✅ 2025-01-27. Employment type pending (lower priority)
FA❌ PendingPayment methods, expense categories, vendor types - Pending migration
RH❌ PendingResident status, bed status, discharge reason - Pending migration
GR❌ PendingPolicy categories, compliance status, audit types - Pending
FM✅ CompleteWork order priorities, statuses, equipment types, inventory categories, vendor types - Complete. Asset categories planned (FM-05)
LO❌ PendingRock status, issue priority, meeting types - Pending migration
FW✅ CompleteAll form field types use picklists
IT🟡 PartialPF-15: Picklists seeded (it_asset_status, it_ticket_priority, it_ticket_category, it_vendor_type, it_license_type); VendorForm uses it_vendor_type. Full component migration per IT-pf-adoption-PLAN.

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PF-16: Custom Fields

CoreStatusNotes
HR✅ Completehr_employees has custom fields support via ConfigurableForm ✅
FA❌ Pendingfa_vendors, fa_customers, fa_journal_entries - Pending custom fields support
RH❌ Pendingrh_residents, rh_beds - Planned custom fields support
GR❌ Pendinggr_policies - Planned custom fields support
FM✅ Completefm_work_orders, fm_inventory_items, fm_vendors have custom_fields JSONB. fm_assets planned (FM-05)
LO❌ Pendinglo_quarterly_rocks, lo_strategic_goals - Planned custom fields support
FW✅ CompleteAll form entities support custom fields
IT🟡 PartialSchema verified (custom_fields on it_assets, it_tickets, it_vendors, it_licenses). Form exposure per IT-pf-adoption-PLAN.

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PF-17: ConfigurableForm

CoreStatusNotes
HR🟡 PartialEmployee form migrated ✅ 2025-01-27. Other HR forms (leave requests, timesheets, etc.) - Pending
FA❌ PendingVendor form, invoice form, journal entry form - Pending
RH❌ PendingResident intake form, bed assignment form - Pending
GR❌ PendingPolicy acknowledgment form, audit checklist form - Pending
FM✅ CompleteWork order creation form, inventory item form, vendor registration form - Complete. Asset registration form planned (FM-05)
LO❌ PendingRock creation form, issue submission form - Pending
FW✅ CompleteAll forms use ConfigurableForm
IT❌ PendingAsset registration form, ticket creation form - Pending

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Module-Specific Notes

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HR Module

  • PF-15: Employment status picklist migrated successfully. Employment type migration is lower priority.
  • PF-16: Employee records fully support custom fields through ConfigurableForm integration.
  • PF-17: Employee form successfully migrated. Other forms (leave requests, timesheets) pending migration.
  • HR Rollout (2026-03): PF-15 employment type picklist and PF-17 remaining forms (leave requests, timesheets, etc.) are documented as post-rollout. They do not block initial HR module rollout; complete when capacity allows.

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FA Module

  • PF-15: All picklist migrations pending (payment methods, expense categories, vendor types).
  • PF-16: Custom fields support planned for vendors, customers, and journal entries.
  • PF-17: All forms pending migration to ConfigurableForm.

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RH Module

  • PF-15: All picklist migrations pending (resident status, bed status, discharge reason).
  • PF-16: Custom fields support planned for residents and beds.
  • PF-17: All forms pending migration to ConfigurableForm.

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GR Module

  • PF-15: All picklist migrations pending (policy categories, compliance status, audit types).
  • PF-16: Custom fields support planned for policies.
  • PF-17: All forms pending migration to ConfigurableForm.

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FM Module

  • PF-15: Complete for all implemented features. Asset categories planned for FM-05.
  • PF-16: Complete for work orders, inventory items, and vendors. Assets planned for FM-05.
  • PF-17: Complete for all implemented features. Asset registration form planned for FM-05.

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LO Module

  • PF-15: All picklist migrations pending (rock status, issue priority, meeting types).
  • PF-16: Custom fields support planned for quarterly rocks and strategic goals.
  • PF-17: All forms pending migration to ConfigurableForm.

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FW Module

  • PF-15: ✅ Complete - All form field types use picklists.
  • PF-16: ✅ Complete - All form entities support custom fields.
  • PF-17: ✅ Complete - All forms use ConfigurableForm.

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IT Module

  • PF-15: 🟡 Partial – Seed migration added (20260214120000); VendorForm uses it_vendor_type picklist. Remaining components to use picklists per IT-pf-adoption-PLAN.
  • PF-16: Schema verified (it_assets, it_tickets, it_vendors, it_licenses have custom_fields). Form exposure planned per IT-pf-adoption-PLAN.
  • PF-17: All forms pending migration to ConfigurableForm per IT-pf-adoption-PLAN.

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Status Legend

  • ✅ Complete - Feature fully implemented and in use
  • 🟡 Partial - Feature partially implemented (some entities/forms migrated)
  • ❌ Pending - Feature planned but not yet implemented
  • 📋 Planned - Feature included in future spec/implementation plan

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See Also

  • Root AGENTS.md: AGENTS.md (current: see docs/VERSIONS.md) - Platform-wide instructions
  • PF-15 Spec: specs/pf/PF-15-picklists.md - Picklist system specification
  • PF-16 Spec: specs/pf/PF-16-custom-fields.md - Custom fields specification
  • PF-17 Spec: specs/pf/PF-17-configurable-form.md - ConfigurableForm specification
Last Updated: 2026-01-16