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ROADMAP.md

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+# Roadmap
+
+## Documentation maintenance
+
+- Keep [CHANGELOG.md](D:/CODING/mrp-codex/CHANGELOG.md) updated alongside roadmap-driving feature completion, priority shifts, and notable delivery milestones.
+- Keep [SHIPPED.md](D:/CODING/mrp-codex/SHIPPED.md) updated when roadmap items move from planned to delivered.
+- When roadmap changes affect implementation guidance or deployment expectations, update the companion docs in [README.md](D:/CODING/mrp-codex/README.md), [INSTRUCTIONS.md](D:/CODING/mrp-codex/INSTRUCTIONS.md), [STRUCTURE.md](D:/CODING/mrp-codex/STRUCTURE.md), and [UNRAID.md](D:/CODING/mrp-codex/UNRAID.md) in the same change set.
+
+## Product direction
+
+CODEXIUM is being built as a streamlined, modular manufacturing resource planning platform with strong branding controls, fast operational workflows, and a single-container deployment model that is simple to back up and upgrade.
+
+This file tracks work that still needs to be completed. Shipped phase history and completed slices now live in [SHIPPED.md](D:/CODING/mrp-codex/SHIPPED.md).
+
+## Near-term priority order
+
+1. Project milestones, project rollups, and deeper project-side execution visibility
+2. Manufacturing routing/work-center depth, labor capture, and capacity-aware execution views
+3. Dashboard KPI, alert, recent-activity, and exception-widget expansion
+4. Longer-term session history and audit depth beyond the current review filtering and retention cleanup
+
+## Active roadmap
+
+### Platform and operational docs
+
+- Keep the Windows Prisma migration workflow clearer and less fragile for local contributors
+- Continue tightening backup, restore, and support-runbook guidance as operations maturity grows
+- Preserve the single-container deployment path while improving diagnostics and supportability
+
+### Dashboard
+
+- Expand `Dashboard` by modular panels rather than redesigning it into a different shell
+- Add richer KPI widgets, alerts, recent-activity queues, and exception reporting
+- Add deeper project, manufacturing, purchasing, shipping, and audit/system-health widgets
+
+### CRM and master data
+
+- Better seed/bootstrap strategy for non-development environments
+- Additional CRM account-role depth if later sales/purchasing workflows need it
+- More derived CRM rollups once downstream quote/order/purchasing/shipping data grows further
+- Saved CRM filters and quick views
+- Better hierarchy navigation between reseller parents and child accounts
+- One-click contact actions for email and phone workflows
+- Duplicate-account detection and merge workflow
+- Cleaner attachment previews and richer record timelines
+- More compact table controls for heavy CRM data-entry users
+- CRM document rollups and broader account-role depth that were deferred until downstream modules matured
+
+### Inventory
+
+- Item master enrichment: categories, alternate part numbers, revisions, reorder settings, and broader sourcing metadata
+- Faster keyboard-heavy item/BOM entry refinement beyond the current searchable pickers
+- Better warehouse dashboards for on-hand, shortages, reservations, and recent movement
+- BOM revision support and clearer where-used visibility
+- Bulk item import/export and mass-update utilities
+
+### Sales and purchasing
+
+- Vendor exception handling for acknowledgements, invoice matching, receipt discrepancies, and related inbound follow-up
+- Deeper carrier/commercial defaults where they improve order-entry speed
+- Line duplication, drag ordering, and keyboard-first line editing
+- Saved customer defaults for tax, freight, and commercial terms
+- Richer dashboard widgets for recent quotes, open orders, purchasing queues, and shipping exceptions
+- Better totals breakdown visibility on list pages and detail pages
+- Faster document cloning and quote-to-order style conversions across document types
+
+### Shipping and logistics
+
+- Partial shipment workflow and split-shipment visibility
+- Better tracking-link UX and carrier-specific shortcuts
+- Packing verification and ship-confirm checkpoints
+- Shipment search by order, tracking, customer, and carrier from one screen
+- Printer-friendly reprint/history actions for logistics documents
+
+### Projects and program management
+
+- Project document hub for drawings, support files, correspondence, and revision references
+- Milestones, checkpoints, and non-manufacturing work packages for long-running execution tracking
+- Project-level commercial, material, schedule, and delivery rollups
+- Cross-functional visibility for engineering, purchasing, manufacturing, shipping, and customer communication
+- Project templates for repeatable build types
+- Project-specific attachment bundles and revision snapshots
+- One-screen project cockpit with commercial, material, schedule, and shipping summary
+- Better cross-links between project, customer, order, shipment, and inventory records
+- Project filtering by customer, owner, status, due date, and risk
+- Project activity timeline and audit-friendly milestone history
+
+### Manufacturing execution
+
+- Work orders tied more explicitly to sales demand or internal build demand where appropriate
+- Routing/work-center structure for manufacturing steps and handoffs beyond the current station templates
+- Material consumption depth, WIP tracking, and execution traceability
+- Labor and machine-time capture for production execution
+- Manufacturing rollups for open work, blockers, shortages, and throughput
+- Traveler/job packet output
+- Partial completions and split-order execution visibility
+- Better shortage and substitute-part handling
+- Shop-floor quick actions and dense tablet-friendly execution views
+- Rework / hold / scrap tracking
+- Work-center dashboards and operator-focused queues
+
+### Planning and scheduling
+
+- Task dependencies, milestones, and progress updates
+- Manufacturing calendar views and bottleneck visibility
+- Labor and machine scheduling support
+- Theme-compliant gantt customization for light/dark mode
+- Collapsible schedule groupings and saved planner views
+- Drag-and-drop rescheduling improvements
+- Critical-path and overdue highlighting
+- Capacity warnings for overloaded work centers
+- Better mobile and tablet behavior for shop-floor lookups
+- Faster filtering by project, customer, work center, and status
+
+### Demand planning and supply generation
+
+- Deeper planner drilldowns from demand source to buy/build action without re-keying data
+- Better shortage and substitute-part guidance during planning review
+- Saved planning views by customer, project, item family, and shortage state
+- Time-phased supply recommendations with vendor lead times and build timing
+
+### Security, audit, and operations maturity
+
+- Admin diagnostics depth for permissions, migrations, storage, and PDF health
+- Longer-term session history and audit depth beyond the current review filtering and retention cleanup
+- More explicit environment validation on startup
+- Backup verification and restore-drill guidance should keep expanding as the system grows
+
+## Cross-cutting improvements
+
+- Stronger validation and error reporting across all APIs
+- More automated tests for auth, settings, files, PDFs, and workflow modules
+- Better mobile behavior in module-level pages
+- Ongoing responsive-density tuning for module-level layouts and data-entry screens
+- Consistent document-template system shared by sales, purchasing, and shipping
+- Clear upgrade path for future module additions without refactoring the app shell
+
+## Revisit / Deferred Items
+
+- Local Windows Prisma migration reliability still needs a cleaner documented workflow or tooling wrapper
+- Some generated document and workflow screens still need additional polish for dense, keyboard-efficient operational use
+