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SHIPPED.md

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+# Shipped
+
+This file tracks roadmap phases, slices, and major foundations that have already shipped. Remaining work lives in [ROADMAP.md](D:/CODING/mrp-codex/ROADMAP.md).
+
+## Foundation release
+
+- Monorepo-style workspace with `client`, `server`, and `shared`
+- React + Vite + Tailwind frontend shell
+- Express + TypeScript backend shell
+- Prisma + SQLite schema foundation with committed initial migration
+- Local authentication with JWT-based session flow plus persisted session visibility and revocation
+- RBAC permission model and protected routes
+- Central Company Settings with runtime branding controls
+- Light and dark mode theme system
+- Local file attachment storage under `/app/data/uploads`
+- Puppeteer PDF service foundation with branded company-profile preview
+- CRM reference entities for customers and vendors
+- CRM customer and vendor create/edit/detail workflows
+- CRM search, filters, and persisted status tagging
+- CRM contact-history timeline with authored notes, calls, emails, and meetings
+- CRM shared file attachments on customer and vendor records, including delete support
+- CRM reseller hierarchy, parent-child customer structure, and reseller discount support
+- CRM multi-contact records, commercial terms, lifecycle stages, operational flags, and activity rollups
+- Inventory item master, BOM, warehouse, and stock-location foundation
+- Inventory transactions, on-hand tracking, and item attachments
+- Inventory transfers, reservations, available-stock visibility, and work-order-driven material reservation automation
+- Sales quotes and sales orders with commercial totals logic
+- Purchase orders with vendor lookup, item lines, totals, and quick status actions
+- Purchase-order line selection restricted to inventory items flagged as purchasable
+- Purchase receiving foundation with warehouse/location posting, receipt history, and per-line received quantity tracking
+- Branded sales quote, sales order, and purchase-order PDF templates through the shared Puppeteer pipeline
+- Shipping shipment records linked to sales orders
+- Packing-slip, shipping-label, and bill-of-lading PDF rendering for shipments
+- Logistics attachments directly on shipment records
+- Projects foundation with customer, quote, sales-order, shipment, owner, due-date, notes, and attachment linkage
+- Project list/detail/create/edit workflows and dashboard program widgets
+- Manufacturing foundation with work orders, project linkage, material issue posting, completion posting, and work-order attachments
+- Manufacturing stations, item routing templates, and automatic work-order operation planning for gantt scheduling
+- Vendor invoice/supporting-document attachments directly on purchase orders
+- Vendor-detail purchasing visibility with recent purchase-order activity
+- Revision comparison UX for changed sales and purchasing documents, including purchase-order revision persistence
+- Audit trail coverage across core settings, inventory, purchasing, project, sales, and manufacturing write flows
+- Admin diagnostics screen with runtime footprint, record counts, storage-path visibility, and recent audit activity
+- Dedicated user-management screen for account creation, activation, role assignment, and role-permission editing
+- CRM customer/vendor changes and shipping mutations covered by the shared audit trail
+- Startup validation during server boot with checks for storage paths, writable directories, database connectivity, client bundle readiness, Chromium availability, and risky production defaults
+- Backup/restore guidance and exportable support bundles surfaced through the admin diagnostics workflow
+- Backup verification checklist and restore-drill runbook surfaced through the admin diagnostics workflow
+- Support-log viewing for startup warnings, HTTP failures, and server errors surfaced through the admin diagnostics workflow
+- Route-level frontend code-splitting and vendor chunking to keep the initial client payload lighter
+- SKU-searchable BOM component selection for inventory-scale datasets
+- Theme persistence fixes and denser responsive workspace layouts
+- Startup brand-theme hydration so Company Settings colors and font persist correctly across refresh
+- Full-site density normalization pass across active CRM, inventory, settings, dashboard, and login screens
+- Live planning gantt timelines driven by project and manufacturing data
+- Sales-order demand planning with multi-level BOM explosion, stock/open-supply netting, and build/buy recommendations
+- Multi-stage Docker packaging and migration-aware entrypoint
+- Docker image validated locally with successful app startup and login flow
+- Core project documentation in `README.md`, `INSTRUCTIONS.md`, and `STRUCTURE.md`
+
+## Shipped roadmap phases
+
+### Phase 3: Sales and purchasing documents
+
+- Sales approval stamps and automatic revision history on quotes and sales orders
+- Purchase-order supporting documents through the shared attachment pipeline
+- Vendor-detail purchasing visibility for recent purchase-order activity
+
+### Phase 5: Projects and program management
+
+- Project records with customer linkage, status, owner, priority, due dates, and notes
+- Project-to-quote, sales-order, and shipment linkage for delivery context
+- Project attachments through the shared file pipeline
+- Project list/detail/create/edit flows and dashboard visibility
+
+### Phase 6: Manufacturing execution
+
+- Work orders tied to manufactured or assembly items, with optional project linkage
+- BOM-based material requirement visibility from the work-order record
+- Material issue posting that creates real inventory issue transactions
+- Production completion posting that creates finished-goods receipt transactions
+- Work-order list/detail/create/edit flows, attachments, and dashboard visibility
+
+### Phase 7: Planning and scheduling
+
+- Live gantt schedule backed by active projects and open manufacturing work orders
+- Project due-date milestones, manufacturing sequencing links, and standalone work-queue visibility
+- Planning exception queue for overdue or at-risk project/manufacturing schedule items
+
+### Phase 8: Demand planning and supply generation
+
+- Sales-order demand planning from approved or active demand records
+- Multi-level BOM explosion from sales-order lines through manufactured and assembly children
+- Netting against available stock, active reservations, open work orders, and open purchase orders
+- Build and buy recommendations surfaced directly from the sales-order workflow
+- Prefilled work-order and purchase-order draft generation launched from demand-planning recommendations
+- Shared shortage and readiness rollups surfaced across dashboard, planning, project, purchasing, and manufacturing views
+- Preferred-vendor sourcing on inventory items for buy-side planning defaults
+- Pegged work-order and purchase-order supply links back to originating sales demand
+- Planning recommendations now reduce against already-linked draft/open supply to avoid duplicate WO/PO generation
+
+### Phase 9: Security, audit, and operations maturity
+
+- Audit trail coverage across core write flows for settings, inventory, sales, purchasing, projects, and manufacturing
+- Admin diagnostics screen for runtime footprint, storage visibility, key record counts, and recent audit activity
+- Expanded role-management UI with account creation, activation, role assignment, and permission administration
+- Persisted auth-session tracking with admin visibility into active, expired, and revoked sign-ins
+- Server-side logout and admin session revocation for JWT-backed access
+- Session review filtering, unusual-access cues, diagnostics rollups, and startup pruning of stale expired/revoked auth sessions
+- Shared destructive-action confirmation and recovery messaging for admin, sales, purchasing, shipping, inventory, manufacturing, project, warehouse/form-editor, and attachment workflows
+- CRM customer/vendor changes and shipping mutations covered by the shared audit trail
+- Startup validation during server boot with checks for storage paths, writable directories, database connectivity, client bundle readiness, Chromium availability, and risky production defaults
+- Backup/restore guidance, support-bundle exports, and support-log viewing surfaced through the admin diagnostics workflow
+
+## Shipped quality-of-life slices
+
+- Purchase-order item entry restricted to purchasable inventory items only
+- Inventory transfers between warehouses and locations
+- Manual and work-order-driven inventory reservations
+- Reserved and available stock visibility on inventory item detail and stock-by-location views
+- Searchable operational pickers for customers, vendors, SKUs, BOM components, and other dense record selectors
+- Route-level lazy loading and vendor chunking for a lighter initial client payload
+- Persisted auth-session review filtering and admin-side access review cues
+- Destructive-action confirmation coverage expanded into project customer/document unlinking and form-row removals in sales, purchasing, inventory, and warehouse editors
+- Support-log filtering, retention cleanup, and richer filtered support-bundle exports in admin diagnostics
+- Inventory thumbnail staging on item create/edit plus dedicated detail-page thumbnail display
+- Demand-planning PO draft generation no longer applies mismatched sales-order line links to BOM child buy recommendations
+- User-management saves now accept blank-password edits for existing users and surface errors in-page
+