demand planning

ROADMAP.md

@@ -60,6 +60,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - Theme persistence fixes and denser responsive workspace layouts
 - 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`
@@ -253,7 +254,29 @@ QOL subfeatures:
 - Better mobile and tablet behavior for shop-floor lookups
 - Faster filtering by project, customer, work center, and status
 
-### Phase 8: Security, audit, and operations maturity
+### Phase 8: Demand planning and supply generation
+
+Foundation slice shipped:
+
+- 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
+
+- Shared MRP demand engine across sales, inventory, purchasing, manufacturing, projects, and planning
+- Planned work-order and purchase-order recommendation generation
+- Coverage, shortage, and lateness rollups from customer demand down through supply layers
+- Cross-module shortage visibility on sales orders, projects, work orders, purchasing, and dashboard widgets
+
+QOL subfeatures:
+
+- One-click conversion of planning recommendations into work orders and purchase orders
+- Better shortage and substitute-part guidance during planning review
+- Saved planning views by customer, project, item family, and shortage state
+- Planner-focused drilldowns from demand source to buy/build action without re-keying data
+- More explicit pegging between parent demand and generated supply actions
+
+### Phase 9: Security, audit, and operations maturity
 
 Foundation slice shipped:
 
@@ -297,5 +320,5 @@ QOL subfeatures:
 
 ## Near-term priority order
 
-1. Better user and session visibility for operational admins
-2. Safer destructive-action confirmations and recovery messaging
+1. Convert demand-planning recommendations into work orders and purchase orders
+2. Shared shortage and readiness rollups across planning, purchasing, manufacturing, and projects