sales documents
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13
ROADMAP.md
13
ROADMAP.md
@@ -58,7 +58,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
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- 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
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- The frontend bundle is functional but should be code-split later, especially around the gantt module
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- CRM reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later
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- The current sales/purchasing/shipping foundation still does not include approvals, revisions, vendor exception handling, or deeper carrier integration
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- The current sales/purchasing/shipping foundation now includes sales approvals and revision history, but still needs vendor exception handling, deeper carrier integration, and richer document comparison tooling
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- 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
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- The new projects domain is foundational but still needs milestones, project rollups, and deeper inventory/purchasing/manufacturing tie-ins
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- The new manufacturing domain is foundational but still needs routings, labor capture, work-center views, and capacity-aware planning tie-ins
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@@ -119,6 +119,7 @@ QOL subfeatures:
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Foundation slice shipped:
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- Sales approval stamps and automatic revision history on quotes and sales orders
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- Purchase-order supporting documents through the shared attachment pipeline
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- Vendor-detail purchasing visibility for recent purchase-order activity
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@@ -257,7 +258,6 @@ QOL subfeatures:
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- Local Windows Prisma migration reliability still needs a cleaner documented workflow or tooling wrapper
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- Frontend bundle splitting is still deferred; the Vite chunk-size warning remains
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- Sales approvals and document revision history were planned but not yet built
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- Inventory transactions exist, but transfers, reservations, and more advanced stock controls still need follow-up
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- CRM document rollups and broader account-role depth were deferred until more downstream modules exist
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- Audit-trail depth is still thin outside the current record/update flows
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@@ -275,8 +275,7 @@ QOL subfeatures:
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## Near-term priority order
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1. Sales approvals and document revision history
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2. Planning and scheduling with live project/manufacturing data
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3. Inventory transfers, reservations, and deeper stock controls
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4. Broader audit-trail coverage and operational diagnostics
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5. Code-splitting and bundle-size reduction
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1. Planning and scheduling with live project/manufacturing data
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2. Inventory transfers, reservations, and deeper stock controls
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3. Broader audit-trail coverage and operational diagnostics
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4. Code-splitting and bundle-size reduction
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