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2026-03-15 00:29:41 -05:00
parent f66001e514
commit 3323435114
22 changed files with 1376 additions and 8 deletions

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