POs
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11
ROADMAP.md
11
ROADMAP.md
@@ -28,6 +28,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
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- Inventory item master, BOM, warehouse, and stock-location foundation
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- Inventory transactions, on-hand tracking, and item attachments
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- Sales quotes and sales orders with commercial totals logic
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- Purchase orders with vendor lookup, item lines, totals, and quick status actions
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- Shipping shipment records linked to sales orders
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- Packing-slip PDF rendering for shipments
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- SKU-searchable BOM component selection for inventory-scale datasets
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@@ -43,9 +44,8 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
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- 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
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- The frontend bundle is functional but should be code-split later, especially around the gantt module
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- CRM reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later
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- Purchasing documents are not yet implemented
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- The current sales/shipping foundation still does not include approvals, revisions, shipment labels, or broader branded transactional PDF coverage beyond packing slips
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- The dashboard is now metric-oriented, but still needs live module-fed KPIs, alerts, and exception reporting as more transactional depth is added
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- The current sales/purchasing/shipping foundation still does not include approvals, revisions, receiving flow, shipment labels, or broader branded transactional PDF coverage beyond packing slips
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- The dashboard is now live-data driven, but still needs richer KPI widgets, alerts, recent-activity queues, and exception reporting as more transactional depth is added
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## Dashboard Plan
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@@ -103,6 +103,7 @@ QOL subfeatures:
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- Line duplication, drag ordering, and keyboard-first line editing
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- Saved customer defaults for tax, freight, and commercial terms
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- Inline stock visibility while building quotes and orders
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- Richer dashboard widgets for recent quotes, open orders, purchasing queues, and shipping exceptions
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- Better totals breakdown visibility on list pages and detail pages
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- Revision comparison view for changed customer-facing documents
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- Faster document cloning and quote-to-order style conversions across document types
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@@ -169,7 +170,7 @@ QOL subfeatures:
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- CRM document rollups and broader account-role depth were deferred until more downstream modules exist
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- Audit-trail depth is still thin outside the current record/update flows
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- Some generated document and workflow screens still need additional polish for dense, keyboard-efficient operational use
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- Dashboard cards are still mostly structural and should be revisited once more live operational data exists
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- Dashboard cards now use live data, but richer recent-activity widgets and exception queues are still deferred
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## Cross-cutting improvements
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@@ -182,7 +183,7 @@ QOL subfeatures:
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## Near-term priority order
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1. Purchase orders and vendor-facing document flow
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1. Purchase receiving flow and vendor-side operational depth
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2. Sales and purchasing PDF templates
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3. Shipping labels, bills of lading, and logistics attachments
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4. Live manufacturing gantt scheduling
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