crm4

ROADMAP.md

@@ -23,6 +23,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - CRM search, filters, and persisted status tagging
 - CRM contact-history timeline with authored notes, calls, emails, and meetings
 - CRM shared file attachments on customer and vendor records
+- CRM reseller hierarchy, parent-child customer structure, and reseller discount support
 - Theme persistence fixes and denser responsive workspace layouts
 - SVAR Gantt integration wrapper with demo planning data
 - Multi-stage Docker packaging and migration-aware entrypoint
@@ -33,7 +34,7 @@ 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 deeper operational metadata and lifecycle reporting are not built yet
+- CRM deeper operational metadata, lifecycle reporting, and richer multi-contact/commercial terms are not built yet
 
 ## Planned feature phases
 
@@ -41,6 +42,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 
 - Better seed/bootstrap strategy for non-development environments
 - Deeper CRM operational fields and lifecycle reporting
+- Multi-contact records, commercial terms, and account-role expansion
 
 ### Phase 2: Inventory and manufacturing core
 
@@ -94,7 +96,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 
 ## Near-term priority order
 
-1. CRM deeper operational fields and lifecycle reporting
+1. CRM deeper operational fields, commercial terms, and lifecycle reporting
 2. Inventory item and BOM data model
 3. Sales order and quote foundation
 4. Shipping module tied to sales orders