diff --git a/ROADMAP.md b/ROADMAP.md index d6ecfc2..4502adb 100644 --- a/ROADMAP.md +++ b/ROADMAP.md @@ -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