CRM

ROADMAP.md

@@ -19,26 +19,27 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - Local file attachment storage under `/app/data/uploads`
 - Puppeteer PDF service foundation with branded company-profile preview
 - CRM reference entities for customers and vendors
+- CRM customer and vendor create/edit/detail workflows
+- CRM search, filters, and persisted status tagging
 - SVAR Gantt integration wrapper with demo planning data
 - Multi-stage Docker packaging and migration-aware entrypoint
+- Docker image validated locally with successful app startup and login flow
 - Core project documentation in `README.md`, `INSTRUCTIONS.md`, and `STRUCTURE.md`
 
 ### Current known gaps in the foundation
 
-- Docker runtime has been authored but not validated in this environment because the local Docker daemon was unavailable
 - 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 is currently read-focused and seeded; create/update/detail workflows still need to be built
+- CRM contact history, shared attachments, and deeper operational metadata are not built yet
 
 ## Planned feature phases
 
 ### Phase 1: CRM and master data hardening
 
-- Customer and vendor create/edit/detail pages
-- Search, filters, and status tagging
 - Contact history and internal notes
 - Shared attachment support on CRM entities
 - Better seed/bootstrap strategy for non-development environments
+- Deeper CRM operational fields and lifecycle reporting
 
 ### Phase 2: Inventory and manufacturing core
 
@@ -91,9 +92,8 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 
 ## Near-term priority order
 
-1. CRM detail and edit workflows
-2. Inventory item and BOM data model
-3. Sales order and quote foundation
-4. Shipping module tied to sales orders
-5. Live manufacturing gantt scheduling
-
+1. CRM contact history and internal notes
+2. CRM shared attachments and operational metadata
+3. Inventory item and BOM data model
+4. Sales order and quote foundation
+5. Shipping module tied to sales orders