docu update

ROADMAP.md

@@ -26,6 +26,10 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - CRM reseller hierarchy, parent-child customer structure, and reseller discount support
 - CRM multi-contact records, commercial terms, lifecycle stages, operational flags, and activity rollups
 - 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
+- Shipping shipment records linked to sales orders
+- Packing-slip PDF rendering for shipments
 - 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
@@ -39,9 +43,8 @@ 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
-- Shipping is not yet linked to sales orders
 - Purchasing documents are not yet implemented
-- The current sales foundation does not yet include approvals, revisions, or branded transactional PDFs
+- The current sales/shipping foundation still does not include approvals, revisions, shipment labels, or broader branded transactional PDF coverage beyond packing slips
 
 ## Planned feature phases
 
@@ -51,6 +54,15 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - Additional CRM account-role depth if later sales/purchasing workflows need it
 - More derived CRM rollups once quotes, orders, and purchasing documents exist
 
+QOL subfeatures:
+
+- Saved CRM filters and quick views
+- Better hierarchy navigation between reseller parents and child accounts
+- One-click contact actions for email and phone workflows
+- Duplicate-account detection and merge workflow
+- Cleaner attachment previews and richer record timelines
+- More compact table controls for heavy CRM data-entry users
+
 ### Phase 2: Inventory and manufacturing core
 
 - Item master and SKU structure
@@ -60,6 +72,15 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - Project records tied to manufacturing work
 - File attachments for BOM drawings and manufacturing support docs
 
+QOL subfeatures:
+
+- Stock transfers between warehouses and locations
+- Reservation and allocation visibility against demand
+- Faster SKU search and keyboard-heavy item/BOM entry flows
+- Better warehouse dashboards for on-hand, shortages, and recent movement
+- BOM revision support and clearer where-used visibility
+- Bulk item import/export and mass-update utilities
+
 ### Phase 3: Sales and purchasing documents
 
 - Quotes, sales orders, and purchase orders
@@ -68,6 +89,15 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - Branded PDF templates rendered through Puppeteer
 - Attachments for vendor invoices and supporting documents
 
+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
+- 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
+
 ### Phase 4: Shipping and logistics
 
 - Shipment records linked to sales orders
@@ -76,6 +106,15 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - Outbound shipment status workflow
 - Scanned logistics-document attachment handling
 
+QOL subfeatures:
+
+- Shipment labels and printer-friendly document actions
+- Partial shipment workflow and split-shipment visibility
+- Better tracking-link UX and carrier-specific shortcuts
+- Packing verification and ship-confirm checkpoints
+- Shipment search by order, tracking, customer, and carrier from one screen
+- Reprint and history actions for generated logistics PDFs
+
 ### Phase 5: Manufacturing planning and scheduling
 
 - Live project-backed SVAR gantt timelines
@@ -84,6 +123,15 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - Labor and machine scheduling support
 - Theme-compliant gantt customization for light/dark mode
 
+QOL subfeatures:
+
+- Collapsible schedule groupings and saved planner views
+- Drag-and-drop rescheduling improvements
+- Critical-path and overdue highlighting
+- Capacity warnings for overloaded work centers
+- Better mobile and tablet behavior for shop-floor lookups
+- Faster filtering by project, customer, work center, and status
+
 ### Phase 6: Security, audit, and operations maturity
 
 - Expanded role management UI
@@ -92,6 +140,27 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - Backup/restore workflow documentation and scripts
 - Health checks, startup diagnostics, and production readiness cleanup
 
+QOL subfeatures:
+
+- Admin diagnostics screen for permissions, migrations, storage, and PDF health
+- Safer destructive-action confirmations and recovery messaging
+- Better user/session visibility for operational admins
+- More explicit environment validation on startup
+- Log-view and export helpers for support/debugging
+- Backup verification checklist and restore drill guidance
+
+## Revisit / Deferred Items
+
+- Local Windows Prisma migration reliability still needs a cleaner documented workflow or tooling wrapper
+- Frontend bundle splitting is still deferred; the Vite chunk-size warning remains
+- Sales approvals and document revision history were planned but not yet built
+- Broader branded PDFs for quotes and sales orders 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
+
 ## Cross-cutting improvements
 
 - Stronger validation and error reporting across all APIs
@@ -103,8 +172,8 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 
 ## Near-term priority order
 
-1. Shipping module tied to sales orders
-2. Purchase orders and vendor-facing document flow
-3. Sales and purchasing PDF templates
+1. Purchase orders and vendor-facing document flow
+2. Sales and purchasing PDF templates
+3. Shipping labels, bills of lading, and logistics attachments
 4. Live manufacturing gantt scheduling
 5. Broader audit and operations maturity