projects

ROADMAP.md

@@ -38,7 +38,10 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - Purchase receiving foundation with warehouse/location posting, receipt history, and per-line received quantity tracking
 - Branded sales quote, sales order, and purchase-order PDF templates through the shared Puppeteer pipeline
 - Shipping shipment records linked to sales orders
-- Packing-slip PDF rendering for shipments
+- Packing-slip, shipping-label, and bill-of-lading PDF rendering for shipments
+- Logistics attachments directly on shipment records
+- Projects foundation with customer, quote, sales-order, shipment, owner, due-date, notes, and attachment linkage
+- Project list/detail/create/edit workflows and dashboard program widgets
 - SKU-searchable BOM component selection for inventory-scale datasets
 - Theme persistence fixes and denser responsive workspace layouts
 - Full-site density normalization pass across active CRM, inventory, settings, dashboard, and login screens
@@ -52,8 +55,9 @@ 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
-- The current sales/purchasing/shipping foundation still does not include approvals, revisions, shipment labels, or vendor-side attachment handling
+- The current sales/purchasing/shipping foundation still does not include approvals, revisions, vendor-side attachment handling, or deeper carrier integration
 - 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
+- The new projects domain is foundational but still needs milestones, project rollups, and deeper inventory/purchasing/manufacturing tie-ins
 
 ## Dashboard Plan
 
@@ -61,6 +65,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - 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
+- Continue expanding the new project widgets into milestone, blockage, and shipment-readiness views instead of creating a separate landing area
 - Treat dashboard modules as upgradeable blocks that can be reordered or expanded without disturbing the shell
 
 ## Planned feature phases
@@ -128,7 +133,7 @@ QOL subfeatures:
 
 QOL subfeatures:
 
-- Shipment labels and printer-friendly document actions
+- Printer-friendly reprint and history actions for logistics documents
 - Partial shipment workflow and split-shipment visibility
 - Better tracking-link UX and carrier-specific shortcuts
 - Packing verification and ship-confirm checkpoints
@@ -137,8 +142,13 @@ QOL subfeatures:
 
 ### Phase 5: Projects and program management
 
+Foundation slice shipped:
+
 - Project records with customer linkage, status, owner, priority, due dates, and notes
-- Project-to-sales-order and quote linkage so commercial commitments can roll into delivery programs
+- Project-to-quote, sales-order, and shipment linkage for delivery context
+- Project attachments through the shared file pipeline
+- Project list/detail/create/edit flows and dashboard visibility
+
 - Project document hub for drawings, support files, correspondence, and revision references
 - Milestones, checkpoints, and non-manufacturing work packages for long-running execution tracking
 - Project-level commercial, material, schedule, and delivery rollups
@@ -231,13 +241,11 @@ QOL subfeatures:
 - Frontend bundle splitting is still deferred; the Vite chunk-size warning remains
 - Sales approvals and document revision history were planned but not yet built
 - Vendor invoice/supporting-document attachments still need to be added
-- Shipping is now linked to sales orders, but labels, bills of lading, and logistics attachments are still pending
 - Inventory transactions exist, but transfers, reservations, and more advanced stock controls still need follow-up
 - 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 now use live data, but richer recent-activity widgets and exception queues are still deferred
-- Projects are not yet implemented as first-class long-running program records
 - Manufacturing execution is not yet separated cleanly from planning/scheduling in the current future-state docs and implementation
 
 ## Cross-cutting improvements
@@ -251,8 +259,8 @@ QOL subfeatures:
 
 ## Near-term priority order
 
-1. Shipping labels, bills of lading, and logistics attachments
-2. Projects and program management
-3. Manufacturing execution
-4. Vendor invoice/supporting-document attachments and broader vendor-side operational depth
-5. Sales approvals and document revision history
+1. Manufacturing execution
+2. Vendor invoice/supporting-document attachments and broader vendor-side operational depth
+3. Sales approvals and document revision history
+4. Planning and scheduling with live project/manufacturing data
+5. Inventory transfers, reservations, and deeper stock controls