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2026-03-18 11:41:37 -05:00
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@@ -14,10 +14,11 @@ This file tracks work that still needs to be completed. Shipped phase history an
## Near-term priority order
1. Deeper project-side execution visibility, cost/supply rollups, and project cockpit refinement
2. Manufacturing routing/work-center depth, labor capture, and capacity-aware execution views
3. Dashboard KPI, alert, recent-activity, and exception-widget expansion
4. Longer-term session history and audit depth beyond the current review filtering and retention cleanup
1. Manufacturing costing and execution depth, including scrap/rework/yield tracking and variance visibility
2. Finance expansion across AP disbursements, invoice matching, vendor payments, and project-level P&L
3. Workbench finite-capacity intelligence, including conflict handling, queue-slot guidance, and auto-rebalance recommendations
4. Dashboard KPI, alert, recent-activity, and exception-widget expansion, especially for finance, manufacturing, and planning
5. Longer-term session history and audit depth beyond the current review filtering and retention cleanup
## Active roadmap
@@ -31,7 +32,7 @@ This file tracks work that still needs to be completed. Shipped phase history an
- Expand `Dashboard` by modular panels rather than redesigning it into a different shell
- Add richer KPI widgets, alerts, recent-activity queues, and exception reporting
- Add deeper project, manufacturing, purchasing, shipping, and audit/system-health widgets
- Add deeper project, manufacturing, purchasing, finance, shipping, and audit/system-health widgets
### CRM and master data
@@ -69,6 +70,7 @@ This file tracks work that still needs to be completed. Shipped phase history an
- Expand from customer receipts into AP disbursements, invoice matching, and vendor-payment control
- Add project-level P&L, cash posture, and earned-value style rollups across sales, purchasing, manufacturing, and shipping
- Deepen manufacturing costing with crew rates, burden rules, and variance reporting instead of only the current labor/overhead assumptions
- Add payment-status workflow depth on sales orders and linked finance cues on purchasing, manufacturing, shipping, and project records
- Add accounting export or integration surfaces once the internal finance workflows mature
- Add richer dashboard widgets for margin pressure, open receivables, CapEx exposure, and payment coverage risk
@@ -84,11 +86,11 @@ This file tracks work that still needs to be completed. Shipped phase history an
- Project document hub for drawings, support files, correspondence, and revision references
- Non-manufacturing work packages for long-running execution tracking
- Deeper project-level cost, material, schedule, and delivery rollups beyond the current purchasing/readiness cockpit
- Deeper project-level cost, material, schedule, delivery, and finance rollups beyond the current purchasing/readiness cockpit
- Cross-functional visibility for engineering, purchasing, manufacturing, shipping, and customer communication
- Project templates for repeatable build types
- Project-specific attachment bundles and revision snapshots
- One-screen project cockpit with deeper cost, material, schedule, shipping, and action-oriented summary workflows
- One-screen project cockpit with deeper cost, material, schedule, shipping, finance, and action-oriented summary workflows
- Better cross-links between project, customer, order, shipment, and inventory records
- Project filtering by customer, owner, status, due date, and risk
- Project activity timeline and audit-friendly milestone history
@@ -99,6 +101,7 @@ This file tracks work that still needs to be completed. Shipped phase history an
- Routing/work-center structure for manufacturing steps and handoffs beyond the current station templates
- Material consumption depth, WIP tracking, and execution traceability
- Deeper labor depth beyond the shipped operator assignment and timer-based labor capture, including crew-level staffing, labor approvals, and machine/runtime integration
- Planned-versus-actual material, labor, and overhead variance reporting shared with the finance module
- Manufacturing rollups for open work, blockers, shortages, and throughput
- Traveler/job packet output
- Partial completions and split-order execution visibility
@@ -112,11 +115,12 @@ This file tracks work that still needs to be completed. Shipped phase history an
- Task dependencies, milestones, and progress updates
- Manufacturing calendar views and deeper bottleneck visibility beyond the shipped station load and overload workbench summaries
- Labor and machine scheduling support beyond the shipped station calendar/capacity foundation
- Theme-compliant workbench scheduling surfaces for light/dark mode
- Collapsible schedule groupings and saved planner views
- Richer conflict handling, queue-slot suggestions, and auto-rebalance logic beyond the shipped station-lane drag scheduling
- Best-next-slot and best-alternate-station recommendations for planners handling overload and blockers
- Critical-path and overdue highlighting
- Richer finite-capacity warnings, automated rebalance logic, and station drag-rescheduling beyond the shipped overload indicators and workbench rebalance controls
- Deeper material readiness, pegged-supply, and dispatch recommendation visibility inside Workbench rows and focus panels
- Better mobile and tablet behavior for shop-floor lookups
- Faster filtering by project, customer, work center, and status