mrp/ROADMAP.md

# 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. Manufacturing costing and execution depth, including scrap/rework/yield tracking and variance visibility
2. Finance expansion across AP disbursements, invoice matching, vendor payments, and project-level P&L
3. Workbench finite-capacity intelligence, including conflict handling, queue-slot guidance, and auto-rebalance recommendations
4. Dashboard KPI, alert, recent-activity, and exception-widget expansion, especially for finance, manufacturing, and planning
5. 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, finance, 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

### Finance

- Expand from customer receipts into AP disbursements, invoice matching, and vendor-payment control
- Add project-level P&L, cash posture, and earned-value style rollups across sales, purchasing, manufacturing, and shipping
- Deepen manufacturing costing with crew rates, burden rules, and variance reporting instead of only the current labor/overhead assumptions
- Add payment-status workflow depth on sales orders and linked finance cues on purchasing, manufacturing, shipping, and project records
- Add accounting export or integration surfaces once the internal finance workflows mature
- Add richer dashboard widgets for margin pressure, open receivables, CapEx exposure, and payment coverage risk

### 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
- Non-manufacturing work packages for long-running execution tracking
- Deeper project-level cost, material, schedule, delivery, and finance rollups beyond the current purchasing/readiness cockpit
- 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 deeper cost, material, schedule, shipping, finance, and action-oriented summary workflows
- 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
- Deeper labor depth beyond the shipped operator assignment and timer-based labor capture, including crew-level staffing, labor approvals, and machine/runtime integration
- Planned-versus-actual material, labor, and overhead variance reporting shared with the finance module
- 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

- Standardize dense UI primitives and shared page shells so future Workbench, dashboard, and operational screens reuse the same cards, filter bars, empty states, and section wrappers instead of reintroducing ad hoc layout patterns
- Task dependencies, milestones, and progress updates
- Manufacturing calendar views and deeper bottleneck visibility beyond the shipped station load and overload workbench summaries
- Labor and machine scheduling support beyond the shipped station calendar/capacity foundation
- Collapsible schedule groupings and saved planner views
- Richer conflict handling, queue-slot suggestions, and auto-rebalance logic beyond the shipped station-lane drag scheduling
- Best-next-slot and best-alternate-station recommendations for planners handling overload and blockers
- Critical-path and overdue highlighting
- Richer finite-capacity warnings, automated rebalance logic, and station drag-rescheduling beyond the shipped overload indicators and workbench rebalance controls
- Deeper material readiness, pegged-supply, and dispatch recommendation visibility inside Workbench rows and focus panels
- 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