> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Platform Foundation Adoption Status

> This document tracks the adoption status of Platform Foundation features across all domain cores. These features enable consistent, configurable data managemen…

**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.

***

## 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

***

## PF-15: Picklists

| Core | Status     | Notes                                                                                                                                                                                                                                                                                                             |
| ---- | ---------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| HR   | 🟡 Partial | Employment status migrated ✅ 2025-01-27. Employment type pending (lower priority)                                                                                                                                                                                                                                 |
| FA   | ❌ Pending  | Payment methods, expense categories, vendor types - Pending migration                                                                                                                                                                                                                                             |
| RH   | ❌ Pending  | Resident status, bed status, discharge reason - Pending migration                                                                                                                                                                                                                                                 |
| GR   | ❌ Pending  | Policy categories, compliance status, audit types - Pending                                                                                                                                                                                                                                                       |
| FM   | ✅ Complete | Work order priorities, statuses, equipment types, inventory categories, vendor types - Complete. Asset categories planned (FM-05)                                                                                                                                                                                 |
| LO   | ❌ Pending  | Rock status, issue priority, meeting types - Pending migration                                                                                                                                                                                                                                                    |
| FW   | ✅ Complete | All form field types use picklists                                                                                                                                                                                                                                                                                |
| IT   | 🟡 Partial | PF-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](https://github.com/Encore-OS/encoreos/blob/development/specs/it/plans/IT-pf-adoption-PLAN.md). |

***

## PF-16: Custom Fields

| Core | Status     | Notes                                                                                                                                                                                                                          |
| ---- | ---------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| HR   | ✅ Complete | `hr_employees` has custom fields support via ConfigurableForm ✅                                                                                                                                                                |
| FA   | ❌ Pending  | `fa_vendors`, `fa_customers`, `fa_journal_entries` - Pending custom fields support                                                                                                                                             |
| RH   | ❌ Pending  | `rh_residents`, `rh_beds` - Planned custom fields support                                                                                                                                                                      |
| GR   | ❌ Pending  | `gr_policies` - Planned custom fields support                                                                                                                                                                                  |
| FM   | ✅ Complete | `fm_work_orders`, `fm_inventory_items`, `fm_vendors` have `custom_fields JSONB`. `fm_assets` planned (FM-05)                                                                                                                   |
| LO   | ❌ Pending  | `lo_quarterly_rocks`, `lo_strategic_goals` - Planned custom fields support                                                                                                                                                     |
| FW   | ✅ Complete | All form entities support custom fields                                                                                                                                                                                        |
| IT   | 🟡 Partial | Schema verified (custom\_fields on it\_assets, it\_tickets, it\_vendors, it\_licenses). Form exposure per [IT-pf-adoption-PLAN](https://github.com/Encore-OS/encoreos/blob/development/specs/it/plans/IT-pf-adoption-PLAN.md). |

***

## PF-17: ConfigurableForm

| Core | Status     | Notes                                                                                                                       |
| ---- | ---------- | --------------------------------------------------------------------------------------------------------------------------- |
| HR   | 🟡 Partial | Employee form migrated ✅ 2025-01-27. Other HR forms (leave requests, timesheets, etc.) - Pending                            |
| FA   | ❌ Pending  | Vendor form, invoice form, journal entry form - Pending                                                                     |
| RH   | ❌ Pending  | Resident intake form, bed assignment form - Pending                                                                         |
| GR   | ❌ Pending  | Policy acknowledgment form, audit checklist form - Pending                                                                  |
| FM   | ✅ Complete | Work order creation form, inventory item form, vendor registration form - Complete. Asset registration form planned (FM-05) |
| LO   | ❌ Pending  | Rock creation form, issue submission form - Pending                                                                         |
| FW   | ✅ Complete | All forms use ConfigurableForm                                                                                              |
| IT   | ❌ Pending  | Asset registration form, ticket creation form - Pending                                                                     |

***

## Module-Specific Notes

### 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.

### 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.

### 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.

### 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.

### 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.

### 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.

### 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.

### 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](https://github.com/Encore-OS/encoreos/blob/development/specs/it/plans/IT-pf-adoption-PLAN.md).
* **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.

***

## 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

***

## 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
