mrp/ROADMAP.md

# Roadmap

## Product direction

MRP Codex 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.

## Current status

### Completed: 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
- 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
- Theme persistence fixes and denser responsive workspace layouts
- SVAR Gantt integration wrapper with demo planning data
- 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`

### Current known gaps in the foundation

- Prisma migration execution is committed and documented, but local Windows Node 24 schema-engine behavior remains inconsistent; use Node 22 or Docker for migration execution
- The frontend bundle is functional but should be code-split later, especially around the gantt module
- CRM reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later

## Planned feature phases

### Phase 1: CRM and master data hardening

- 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 quotes, orders, and purchasing documents exist

### Phase 2: Inventory and manufacturing core

- Item master and SKU structure
- Warehouse and stock location modeling
- Inventory transactions and on-hand tracking
- Bills of materials and custom assemblies
- Project records tied to manufacturing work
- File attachments for BOM drawings and manufacturing support docs

### Phase 3: Sales and purchasing documents

- Quotes, sales orders, and purchase orders
- Reusable line-item and totals model
- Document states, approvals, and revision history
- Branded PDF templates rendered through Puppeteer
- Attachments for vendor invoices and supporting documents

### Phase 4: Shipping and logistics

- Shipment records linked to sales orders
- Bills of lading, packing slips, and shipping BOM PDFs
- Carrier, package, and tracking data
- Outbound shipment status workflow
- Scanned logistics-document attachment handling

### Phase 5: Manufacturing planning and scheduling

- Live project-backed SVAR gantt timelines
- 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

### Phase 6: Security, audit, and operations maturity

- Expanded role management UI
- Permission assignment administration
- Audit trail coverage across critical records
- Backup/restore workflow documentation and scripts
- Health checks, startup diagnostics, and production readiness cleanup

## 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

## Near-term priority order

1. Inventory item and BOM data model
2. Sales order and quote foundation
3. Shipping module tied to sales orders
4. Live manufacturing gantt scheduling
5. Expanded role and audit administration