Add planning docs for trade-ins, returns, tax exemptions, cycle counts, POs, bundles, backorders, barcode labels, instrument sizing, warranties, maintenance schedules, gift cards, layaway, rental agreements, and in-home trials

planning/02_Domain_Accounts_Customers.md

@@ -101,6 +101,12 @@ enum
 
 consolidated | split
 
+is_active
+
+boolean
+
+Default true — soft delete flag. Financial history must be retained.
+
 notes
 
 text
@@ -125,6 +131,36 @@ timestamptz
 
 When record was imported
 
+tax_exempt_status
+
+enum
+
+none | pending | approved — default "none"
+
+tax_exempt_certificate_number
+
+varchar
+
+State resale certificate or exemption number
+
+tax_exempt_certificate_expiry
+
+date
+
+Nullable — expiration date of certificate
+
+tax_exempt_approved_by
+
+uuid FK
+
+Employee who verified and approved exemption
+
+tax_exempt_approved_at
+
+timestamptz
+
+When exemption was verified
+
 created_at
 
 timestamptz
@@ -217,6 +253,10 @@ created_at
 
 timestamptz
 
+updated_at
+
+timestamptz
+
 
 
 
@@ -377,6 +417,12 @@ timestamptz
 
 - Duplicate account detection on email and phone during creation
 
+- Tax-exempt accounts must have a valid certificate number and expiry date before status can be set to "approved"
+
+- Expired tax exemption certificates revert account to "pending" — staff prompted to collect updated certificate
+
+- Tax exemption status changes logged in audit trail (who approved, when, certificate details)
+
 
 
 # 5. Key Workflows