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