dashboard

ROADMAP.md

@@ -45,6 +45,15 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - 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
+
+## Dashboard Plan
+
+- Keep `Dashboard` as the primary landing surface for operators
+- Expand it by modular panels rather than redesigning it for each new feature phase
+- Prefer metric cards, exception queues, action shortcuts, and status summaries over static descriptive content
+- Add future widgets for purchasing, shipping exceptions, inventory shortages, manufacturing load, and audit/system health
+- Treat dashboard modules as upgradeable blocks that can be reordered or expanded without disturbing the shell
 
 ## Planned feature phases
 
@@ -160,6 +169,7 @@ 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
 
 ## Cross-cutting improvements