Audit foundation

Sprint 4 introduces the Audit & Load Assessment Foundation. It lets permitted users create an audit, link it to CRM context, capture site details and load items, calculate foundation sizing recommendations, review findings/warnings, and preserve calculation snapshots.

In scope

• audit records with lifecycle status
• optional links to company, contact, lead, and opportunity
• editable site details and assumptions
• load item capture and deterministic calculations
• system-generated findings plus manual findings
• finding resolution
• activity-log entries for audit mutations
• local-only sample audit data

Out of scope

Quote generation, BOQ pricing, external integrations, AI features, finance, projects, customer portals, mobile apps, gate pass, marketplace, and production deployment remain unimplemented.

Related documents

• Workflow
• Data model
• Calculation assumptions
• Permission notes