projects milestones

CHANGELOG.md

@@ -6,6 +6,8 @@ This file is the running release and change log for CODEXIUM. Keep it updated wh
 
 ### Added
 
+- Project milestones with status, due dates, notes, and edit-time sequencing inside the project workflow
+- Project-side milestone and work-order rollups surfaced on project list and detail pages
 - Inventory SKU master builder with family-level sequence codes, branch-aware taxonomy management, and generated SKU previews on the item form
 - Thumbnail image attachment staging on inventory item create/edit pages, with upload-on-save and replacement/removal support
 - Dedicated inventory-item thumbnail display on the item detail page
@@ -61,6 +63,7 @@ This file is the running release and change log for CODEXIUM. Keep it updated wh
 
 ### Changed
 
+- Project records now persist milestone plans directly on create/edit instead of treating schedule checkpoints as freeform notes only
 - Company theme colors and font now persist correctly across refresh through startup brand-profile hydration in the frontend theme provider
 - Demand-planning purchase-order draft generation now links sales-order lines only when the purchase item matches the originating sales item
 - Admin user edits now normalize blank passwords to null and surface save failures instead of appearing unresponsive

README.md

@@ -26,7 +26,7 @@ Current foundation scope includes:
 - branded quote, sales-order, and purchase-order PDFs through the shared backend document pipeline
 - purchase-order supporting documents for vendor invoices, acknowledgements, certifications, and backup files
 - shipping shipments linked to sales orders with packing slips, shipping labels, bills of lading, and logistics attachments
-- projects with customer/commercial/shipment linkage, owners, due dates, notes, and attachments
+- projects with customer/commercial/shipment linkage, owners, due dates, milestones, rollups, notes, and attachments
 - manufacturing work orders with project linkage, station-based operation templates, material issue posting, completion posting, and work-order attachments
 - planning gantt timelines with live project and manufacturing schedule data
 - sales-order demand planning with multi-level BOM explosion, stock/open-supply netting, and build/buy recommendations
@@ -63,13 +63,13 @@ Current completed foundation areas:
 
 Near-term priorities:
 
-1. Project milestones and project-side rollup visibility
+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
 
 Revisit / deferred items:
 
 - local Windows Prisma migration reliability
-- project milestones and project-side rollup visibility
+- deeper project-side execution visibility, cost/supply rollups, and project cockpit refinement
 
 Dashboard direction:
 
@@ -91,7 +91,7 @@ Navigation direction:
 
 ## Projects Direction
 
-Projects are now the long-running program and delivery layer for cross-module execution. The current slice ships project records with customer linkage, owner assignment, priority, due dates, notes, commercial document links, shipment links, attachments, and dashboard visibility.
+Projects are now the long-running program and delivery layer for cross-module execution. The current slice ships project records with customer linkage, owner assignment, priority, due dates, milestones, project-side milestone/work-order rollups, notes, commercial document links, shipment links, attachments, and dashboard visibility.
 
 Current interactions:
 
@@ -99,6 +99,7 @@ Current interactions:
 - Sales: quotes and sales orders can already attach to projects
 - Shipping: shipments tied to project deliverables are visible from the project record
 - Dashboard: projects now contribute status, risk, backlog, and overdue widgets
+- Detail/List UX: projects now surface milestone progress and linked execution rollups
 
 Next expansion areas:
 
@@ -385,7 +386,7 @@ The current admin operations slice supports:
 Current follow-up direction:
 
 - revision comparison UX for changed sales and purchasing documents
-- project milestones and project-side rollup visibility
+- deeper project-side execution visibility, cost/supply rollups, and project cockpit refinement
 
 ## UI Notes
 

ROADMAP.md

@@ -14,7 +14,7 @@ This file tracks work that still needs to be completed. Shipped phase history an
 
 ## Near-term priority order
 
-1. Project milestones, project rollups, and deeper project-side execution visibility
+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
@@ -75,8 +75,8 @@ This file tracks work that still needs to be completed. Shipped phase history an
 ### Projects and program management
 
 - Project document hub for drawings, support files, correspondence, and revision references
-- Milestones, checkpoints, and non-manufacturing work packages for long-running execution tracking
+- Non-manufacturing work packages for long-running execution tracking
-- Project-level commercial, material, schedule, and delivery rollups
+- Deeper project-level commercial, material, schedule, and delivery rollups
 - Cross-functional visibility for engineering, purchasing, manufacturing, shipping, and customer communication
 - Project templates for repeatable build types
 - Project-specific attachment bundles and revision snapshots

SHIPPED.md

@@ -33,6 +33,7 @@ This file tracks roadmap phases, slices, and major foundations that have already
 - Packing-slip, shipping-label, and bill-of-lading PDF rendering for shipments
 - Logistics attachments directly on shipment records
 - Projects foundation with customer, quote, sales-order, shipment, owner, due-date, notes, and attachment linkage
+- Project milestones and project-side milestone/work-order rollups
 - Project list/detail/create/edit workflows and dashboard program widgets
 - Manufacturing foundation with work orders, project linkage, material issue posting, completion posting, and work-order attachments
 - Manufacturing stations, item routing templates, and automatic work-order operation planning for gantt scheduling
@@ -68,7 +69,8 @@ This file tracks roadmap phases, slices, and major foundations that have already
 
 ### Phase 5: Projects and program management
 
-- Project records with customer linkage, status, owner, priority, due dates, and notes
+- Project records with customer linkage, status, owner, priority, due dates, milestones, and notes
+- Project milestone status tracking and project-side milestone/work-order rollups
 - Project-to-quote, sales-order, and shipment linkage for delivery context
 - Project attachments through the shared file pipeline
 - Project list/detail/create/edit flows and dashboard visibility

client/src/modules/projects/ProjectDetailPage.tsx

@@ -8,6 +8,7 @@ import { Link, useParams } from "react-router-dom";
 import { FileAttachmentsPanel } from "../../components/FileAttachmentsPanel";
 import { useAuth } from "../../auth/AuthProvider";
 import { api, ApiError } from "../../lib/api";
+import { projectMilestoneStatusPalette } from "./config";
 import { ProjectPriorityBadge } from "./ProjectPriorityBadge";
 import { ProjectStatusBadge } from "./ProjectStatusBadge";
 
@@ -73,6 +74,27 @@ export function ProjectDetailPage() {
         <article className="rounded-[18px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel"><p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Due Date</p><div className="mt-2 text-base font-bold text-text">{project.dueDate ? new Date(project.dueDate).toLocaleDateString() : "Not set"}</div></article>
         <article className="rounded-[18px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel"><p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Created</p><div className="mt-2 text-base font-bold text-text">{new Date(project.createdAt).toLocaleDateString()}</div></article>
       </section>
+      <section className="grid gap-3 xl:grid-cols-4">
+        <article className="rounded-[18px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Milestones</p>
+          <div className="mt-2 text-base font-bold text-text">{project.rollups.completedMilestoneCount}/{project.rollups.milestoneCount}</div>
+          <div className="mt-1 text-xs text-muted">{project.rollups.openMilestoneCount} open</div>
+        </article>
+        <article className="rounded-[18px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Overdue Milestones</p>
+          <div className="mt-2 text-base font-bold text-text">{project.rollups.overdueMilestoneCount}</div>
+        </article>
+        <article className="rounded-[18px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Linked Work Orders</p>
+          <div className="mt-2 text-base font-bold text-text">{project.rollups.workOrderCount}</div>
+          <div className="mt-1 text-xs text-muted">{project.rollups.activeWorkOrderCount} active</div>
+        </article>
+        <article className="rounded-[18px] border border-line/70 bg-surface/90 px-3 py-3 shadow-panel">
+          <p className="text-xs font-semibold uppercase tracking-[0.18em] text-muted">Overdue Work Orders</p>
+          <div className="mt-2 text-base font-bold text-text">{project.rollups.overdueWorkOrderCount}</div>
+          <div className="mt-1 text-xs text-muted">{project.rollups.completedWorkOrderCount} complete</div>
+        </article>
+      </section>
       <div className="grid gap-3 xl:grid-cols-[minmax(0,1.05fr)_minmax(320px,0.95fr)]">
         <article className="rounded-[20px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
           <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Customer Linkage</p>
@@ -104,6 +126,48 @@ export function ProjectDetailPage() {
           </div>
         </div>
       </section>
+      <section className="rounded-[20px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
+        <div className="flex items-center justify-between gap-3">
+          <div>
+            <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Milestones</p>
+            <p className="mt-2 text-sm text-muted">Track project checkpoints, blockers, and completion progress.</p>
+          </div>
+          {canManage ? (
+            <Link to={`/projects/${project.id}/edit`} className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">
+              Edit milestones
+            </Link>
+          ) : null}
+        </div>
+        {project.milestones.length === 0 ? (
+          <div className="mt-6 rounded-[18px] border border-dashed border-line/70 bg-page/60 px-4 py-8 text-center text-sm text-muted">
+            No milestones are defined for this project yet.
+          </div>
+        ) : (
+          <div className="mt-6 space-y-3">
+            {project.milestones.map((milestone) => (
+              <div key={milestone.id} className="rounded-[18px] border border-line/70 bg-page/60 p-3">
+                <div className="flex flex-wrap items-start justify-between gap-3">
+                  <div className="min-w-0">
+                    <div className="font-semibold text-text">{milestone.title}</div>
+                    <div className="mt-2 flex flex-wrap items-center gap-2">
+                      <span className={`inline-flex rounded-full px-2 py-1 text-xs font-semibold uppercase tracking-[0.16em] ${projectMilestoneStatusPalette[milestone.status]}`}>
+                        {milestone.status.replace("_", " ")}
+                      </span>
+                      <span className="text-xs text-muted">
+                        Due {milestone.dueDate ? new Date(milestone.dueDate).toLocaleDateString() : "not scheduled"}
+                      </span>
+                      {milestone.completedAt ? (
+                        <span className="text-xs text-muted">Completed {new Date(milestone.completedAt).toLocaleDateString()}</span>
+                      ) : null}
+                    </div>
+                    {milestone.notes ? <div className="mt-3 whitespace-pre-line text-sm text-text">{milestone.notes}</div> : null}
+                  </div>
+                </div>
+              </div>
+            ))}
+          </div>
+        )}
+      </section>
       {planning ? (
         <section className="rounded-[20px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
           <p className="text-xs font-semibold uppercase tracking-[0.24em] text-muted">Material Readiness</p>

client/src/modules/projects/ProjectFormPage.tsx

@@ -2,6 +2,7 @@ import type {
   ProjectCustomerOptionDto,
   ProjectDocumentOptionDto,
   ProjectInput,
+  ProjectMilestoneInput,
   ProjectOwnerOptionDto,
   ProjectShipmentOptionDto,
 } from "@mrp/shared/dist/projects/types.js";
@@ -11,7 +12,7 @@ import { Link, useNavigate, useParams } from "react-router-dom";
 import { ConfirmActionDialog } from "../../components/ConfirmActionDialog";
 import { useAuth } from "../../auth/AuthProvider";
 import { api, ApiError } from "../../lib/api";
-import { emptyProjectInput, projectPriorityOptions, projectStatusOptions } from "./config";
+import { emptyProjectInput, projectMilestoneStatusOptions, projectPriorityOptions, projectStatusOptions } from "./config";
 
 type ProjectPendingConfirmation =
   | { kind: "change-customer"; customerId: string; customerName: string }
@@ -43,6 +44,13 @@ export function ProjectFormPage({ mode }: { mode: "create" | "edit" }) {
   const [isSaving, setIsSaving] = useState(false);
   const [pendingConfirmation, setPendingConfirmation] = useState<ProjectPendingConfirmation | null>(null);
 
+  function reindexMilestones(milestones: ProjectMilestoneInput[]) {
+    return milestones.map((milestone, index) => ({
+      ...milestone,
+      sortOrder: index * 10,
+    }));
+  }
+
   useEffect(() => {
     if (!token) {
       return;
@@ -83,6 +91,14 @@ export function ProjectFormPage({ mode }: { mode: "create" | "edit" }) {
           ownerId: project.ownerId,
           dueDate: project.dueDate,
           notes: project.notes,
+          milestones: project.milestones.map((milestone) => ({
+            id: milestone.id,
+            title: milestone.title,
+            status: milestone.status,
+            dueDate: milestone.dueDate,
+            notes: milestone.notes,
+            sortOrder: milestone.sortOrder,
+          })),
         });
         setCustomerSearchTerm(project.customerName);
         setOwnerSearchTerm(project.ownerName ?? "");
@@ -162,6 +178,44 @@ export function ProjectFormPage({ mode }: { mode: "create" | "edit" }) {
     setShipmentSearchTerm(selectedShipment?.shipmentNumber ?? "");
   }
 
+  function addMilestone() {
+    setForm((current) => ({
+      ...current,
+      milestones: reindexMilestones([
+        ...current.milestones,
+        {
+          id: null,
+          title: "",
+          status: "PLANNED",
+          dueDate: current.dueDate,
+          notes: "",
+          sortOrder: current.milestones.length * 10,
+        },
+      ]),
+    }));
+  }
+
+  function updateMilestone<Key extends keyof ProjectMilestoneInput>(index: number, key: Key, value: ProjectMilestoneInput[Key]) {
+    setForm((current) => ({
+      ...current,
+      milestones: current.milestones.map((milestone, milestoneIndex) =>
+        milestoneIndex === index
+          ? {
+              ...milestone,
+              [key]: value,
+            }
+          : milestone
+      ),
+    }));
+  }
+
+  function removeMilestone(index: number) {
+    setForm((current) => ({
+      ...current,
+      milestones: reindexMilestones(current.milestones.filter((_, milestoneIndex) => milestoneIndex !== index)),
+    }));
+  }
+
   async function handleSubmit(event: React.FormEvent<HTMLFormElement>) {
     event.preventDefault();
     if (!token) {
@@ -477,6 +531,76 @@ export function ProjectFormPage({ mode }: { mode: "create" | "edit" }) {
           <span className="mb-2 block text-sm font-semibold text-text">Notes</span>
           <textarea value={form.notes} onChange={(event) => updateField("notes", event.target.value)} rows={5} className="w-full rounded-[18px] border border-line/70 bg-page px-2 py-2 text-text outline-none transition focus:border-brand" />
         </label>
+        <div className="space-y-3 rounded-[18px] border border-line/70 bg-page/60 p-3">
+          <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
+            <div>
+              <div className="text-sm font-semibold text-text">Milestones</div>
+              <div className="mt-1 text-xs text-muted">Track checkpoints, due dates, and blocked work inside the project record.</div>
+            </div>
+            <button type="button" onClick={addMilestone} className="rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">
+              Add milestone
+            </button>
+          </div>
+          {form.milestones.length === 0 ? (
+            <div className="rounded-[18px] border border-dashed border-line/70 bg-surface/80 px-3 py-4 text-sm text-muted">
+              No milestones added yet.
+            </div>
+          ) : (
+            <div className="space-y-3">
+              {form.milestones.map((milestone, milestoneIndex) => (
+                <div key={milestone.id ?? `new-milestone-${milestoneIndex}`} className="rounded-[18px] border border-line/70 bg-surface/80 p-3">
+                  <div className="grid gap-3 xl:grid-cols-[minmax(0,1.2fr)_180px_180px]">
+                    <label className="block">
+                      <span className="mb-2 block text-xs font-semibold uppercase tracking-[0.16em] text-muted">Milestone</span>
+                      <input
+                        value={milestone.title}
+                        onChange={(event) => updateMilestone(milestoneIndex, "title", event.target.value)}
+                        className="w-full rounded-2xl border border-line/70 bg-page px-2 py-2 text-text outline-none transition focus:border-brand"
+                      />
+                    </label>
+                    <label className="block">
+                      <span className="mb-2 block text-xs font-semibold uppercase tracking-[0.16em] text-muted">Status</span>
+                      <select
+                        value={milestone.status}
+                        onChange={(event) => updateMilestone(milestoneIndex, "status", event.target.value as ProjectMilestoneInput["status"])}
+                        className="w-full rounded-2xl border border-line/70 bg-page px-2 py-2 text-text outline-none transition focus:border-brand"
+                      >
+                        {projectMilestoneStatusOptions.map((option) => (
+                          <option key={option.value} value={option.value}>{option.label}</option>
+                        ))}
+                      </select>
+                    </label>
+                    <label className="block">
+                      <span className="mb-2 block text-xs font-semibold uppercase tracking-[0.16em] text-muted">Due date</span>
+                      <input
+                        type="date"
+                        value={milestone.dueDate ? milestone.dueDate.slice(0, 10) : ""}
+                        onChange={(event) => updateMilestone(milestoneIndex, "dueDate", event.target.value ? new Date(event.target.value).toISOString() : null)}
+                        className="w-full rounded-2xl border border-line/70 bg-page px-2 py-2 text-text outline-none transition focus:border-brand"
+                      />
+                    </label>
+                  </div>
+                  <div className="mt-3 grid gap-3 xl:grid-cols-[minmax(0,1fr)_120px]">
+                    <label className="block">
+                      <span className="mb-2 block text-xs font-semibold uppercase tracking-[0.16em] text-muted">Notes</span>
+                      <textarea
+                        value={milestone.notes}
+                        onChange={(event) => updateMilestone(milestoneIndex, "notes", event.target.value)}
+                        rows={3}
+                        className="w-full rounded-[18px] border border-line/70 bg-page px-2 py-2 text-text outline-none transition focus:border-brand"
+                      />
+                    </label>
+                    <div className="flex items-end">
+                      <button type="button" onClick={() => removeMilestone(milestoneIndex)} className="w-full rounded-2xl border border-rose-400/40 px-2 py-2 text-sm font-semibold text-rose-700 dark:text-rose-300">
+                        Remove
+                      </button>
+                    </div>
+                  </div>
+                </div>
+              ))}
+            </div>
+          )}
+        </div>
         <div className="flex flex-col gap-3 rounded-2xl border border-line/70 bg-page/70 px-2 py-2 sm:flex-row sm:items-center sm:justify-between">
           <span className="min-w-0 text-sm text-muted">{status}</span>
           <button type="submit" disabled={isSaving} className="rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white disabled:cursor-not-allowed disabled:opacity-60">

client/src/modules/projects/ProjectListPage.tsx

@@ -86,6 +86,7 @@ export function ProjectListPage() {
                 <tr>
                   <th className="px-2 py-2">Project</th>
                   <th className="px-2 py-2">Customer</th>
+                  <th className="px-2 py-2">Rollups</th>
                   <th className="px-2 py-2">Owner</th>
                   <th className="px-2 py-2">Status</th>
                   <th className="px-2 py-2">Priority</th>
@@ -100,6 +101,11 @@ export function ProjectListPage() {
                       <div className="mt-1 text-xs text-muted">{project.name}</div>
                     </td>
                     <td className="px-2 py-2 text-muted">{project.customerName}</td>
+                    <td className="px-2 py-2 text-xs text-muted">
+                      <div>{project.rollups.completedMilestoneCount}/{project.rollups.milestoneCount} milestones</div>
+                      <div>{project.rollups.activeWorkOrderCount} active WO</div>
+                      <div>{project.rollups.overdueMilestoneCount + project.rollups.overdueWorkOrderCount} overdue items</div>
+                    </td>
                     <td className="px-2 py-2 text-muted">{project.ownerName || "Unassigned"}</td>
                     <td className="px-2 py-2"><ProjectStatusBadge status={project.status} /></td>
                     <td className="px-2 py-2"><ProjectPriorityBadge priority={project.priority} /></td>

client/src/modules/projects/config.ts

@@ -1,4 +1,4 @@
-import type { ProjectInput, ProjectPriority, ProjectStatus } from "@mrp/shared/dist/projects/types.js";
+import type { ProjectInput, ProjectMilestoneStatus, ProjectPriority, ProjectStatus } from "@mrp/shared/dist/projects/types.js";
 
 export const projectStatusOptions: Array<{ value: ProjectStatus; label: string }> = [
   { value: "PLANNED", label: "Planned" },
@@ -40,6 +40,20 @@ export const projectPriorityPalette: Record<ProjectPriority, string> = {
   CRITICAL: "border border-rose-400/30 bg-rose-500/12 text-rose-700 dark:text-rose-300",
 };
 
+export const projectMilestoneStatusOptions: Array<{ value: ProjectMilestoneStatus; label: string }> = [
+  { value: "PLANNED", label: "Planned" },
+  { value: "IN_PROGRESS", label: "In Progress" },
+  { value: "BLOCKED", label: "Blocked" },
+  { value: "COMPLETE", label: "Complete" },
+];
+
+export const projectMilestoneStatusPalette: Record<ProjectMilestoneStatus, string> = {
+  PLANNED: "border border-sky-400/30 bg-sky-500/12 text-sky-700 dark:text-sky-300",
+  IN_PROGRESS: "border border-emerald-400/30 bg-emerald-500/12 text-emerald-700 dark:text-emerald-300",
+  BLOCKED: "border border-rose-400/30 bg-rose-500/12 text-rose-700 dark:text-rose-300",
+  COMPLETE: "border border-slate-400/30 bg-slate-500/12 text-slate-700 dark:text-slate-300",
+};
+
 export const emptyProjectInput: ProjectInput = {
   name: "",
   status: "PLANNED",
@@ -51,4 +65,5 @@ export const emptyProjectInput: ProjectInput = {
   ownerId: null,
   dueDate: null,
   notes: "",
+  milestones: [],
 };

server/prisma/migrations/20260317002000_project_milestones/migration.sql

@@ -0,0 +1,16 @@
+CREATE TABLE "ProjectMilestone" (
+    "id" TEXT NOT NULL PRIMARY KEY,
+    "projectId" TEXT NOT NULL,
+    "title" TEXT NOT NULL,
+    "status" TEXT NOT NULL,
+    "dueDate" DATETIME,
+    "completedAt" DATETIME,
+    "notes" TEXT NOT NULL,
+    "sortOrder" INTEGER NOT NULL DEFAULT 0,
+    "createdAt" DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" DATETIME NOT NULL,
+    CONSTRAINT "ProjectMilestone_projectId_fkey" FOREIGN KEY ("projectId") REFERENCES "Project" ("id") ON DELETE CASCADE ON UPDATE CASCADE
+);
+
+CREATE INDEX "ProjectMilestone_projectId_sortOrder_idx" ON "ProjectMilestone"("projectId", "sortOrder");
+CREATE INDEX "ProjectMilestone_projectId_dueDate_idx" ON "ProjectMilestone"("projectId", "dueDate");

server/prisma/schema.prisma

@@ -583,12 +583,30 @@ model Project {
   shipment      Shipment? @relation(fields: [shipmentId], references: [id], onDelete: SetNull)
   owner         User? @relation("ProjectOwner", fields: [ownerId], references: [id], onDelete: SetNull)
   workOrders    WorkOrder[]
+  milestones    ProjectMilestone[]
 
   @@index([customerId, createdAt])
   @@index([ownerId, dueDate])
   @@index([status, priority])
 }
 
+model ProjectMilestone {
+  id          String   @id @default(cuid())
+  projectId   String
+  title       String
+  status      String
+  dueDate     DateTime?
+  completedAt DateTime?
+  notes       String
+  sortOrder   Int      @default(0)
+  createdAt   DateTime @default(now())
+  updatedAt   DateTime @updatedAt
+  project     Project  @relation(fields: [projectId], references: [id], onDelete: Cascade)
+
+  @@index([projectId, sortOrder])
+  @@index([projectId, dueDate])
+}
+
 model WorkOrder {
   id                String   @id @default(cuid())
   workOrderNumber   String   @unique

server/src/modules/projects/router.ts

@@ -1,4 +1,4 @@
-import { permissions, projectPriorities, projectStatuses } from "@mrp/shared";
+import { permissions, projectMilestoneStatuses, projectPriorities, projectStatuses } from "@mrp/shared";
 import { Router } from "express";
 import { z } from "zod";
 
@@ -27,6 +27,16 @@ const projectSchema = z.object({
   ownerId: z.string().trim().min(1).nullable(),
   dueDate: z.string().datetime().nullable(),
   notes: z.string(),
+  milestones: z.array(
+    z.object({
+      id: z.string().trim().min(1).nullable().optional(),
+      title: z.string().trim().min(1).max(160),
+      status: z.enum(projectMilestoneStatuses),
+      dueDate: z.string().datetime().nullable(),
+      notes: z.string(),
+      sortOrder: z.number().int(),
+    })
+  ),
 });
 
 const projectListQuerySchema = z.object({

server/src/modules/projects/service.ts

@@ -3,11 +3,15 @@ import type {
   ProjectDetailDto,
   ProjectDocumentOptionDto,
   ProjectInput,
+  ProjectMilestoneDto,
+  ProjectMilestoneInput,
   ProjectOwnerOptionDto,
   ProjectPriority,
+  ProjectRollupDto,
   ProjectShipmentOptionDto,
   ProjectStatus,
   ProjectSummaryDto,
+  WorkOrderStatus,
 } from "@mrp/shared";
 
 import { logAuditEvent } from "../../lib/audit.js";
@@ -15,6 +19,16 @@ import { prisma } from "../../lib/prisma.js";
 
 const projectModel = (prisma as any).project;
 
+type ProjectMilestoneRecord = {
+  id: string;
+  title: string;
+  status: string;
+  dueDate: Date | null;
+  completedAt: Date | null;
+  notes: string;
+  sortOrder: number;
+};
+
 type ProjectRecord = {
   id: string;
   projectNumber: string;
@@ -48,12 +62,58 @@ type ProjectRecord = {
     id: string;
     shipmentNumber: string;
   } | null;
+  milestones: ProjectMilestoneRecord[];
+  workOrders: Array<{
+    id: string;
+    status: string;
+    dueDate: Date | null;
+  }>;
 };
 
 function getOwnerName(owner: ProjectRecord["owner"]) {
   return owner ? `${owner.firstName} ${owner.lastName}`.trim() : null;
 }
 
+function mapProjectMilestone(record: ProjectMilestoneRecord): ProjectMilestoneDto {
+  return {
+    id: record.id,
+    title: record.title,
+    status: record.status as ProjectMilestoneDto["status"],
+    dueDate: record.dueDate ? record.dueDate.toISOString() : null,
+    completedAt: record.completedAt ? record.completedAt.toISOString() : null,
+    notes: record.notes,
+    sortOrder: record.sortOrder,
+  };
+}
+
+function buildProjectRollups(record: ProjectRecord): ProjectRollupDto {
+  const now = Date.now();
+  const milestoneCount = record.milestones.length;
+  const completedMilestoneCount = record.milestones.filter((milestone) => milestone.status === "COMPLETE").length;
+  const overdueMilestoneCount = record.milestones.filter(
+    (milestone) => milestone.status !== "COMPLETE" && milestone.dueDate && milestone.dueDate.getTime() < now
+  ).length;
+  const workOrderCount = record.workOrders.length;
+  const completedWorkOrderCount = record.workOrders.filter((workOrder) => workOrder.status === "COMPLETE").length;
+  const activeStatuses = new Set<WorkOrderStatus>(["RELEASED", "IN_PROGRESS", "ON_HOLD"]);
+  const closedStatuses = new Set<WorkOrderStatus>(["COMPLETE", "CANCELLED"]);
+  const activeWorkOrderCount = record.workOrders.filter((workOrder) => activeStatuses.has(workOrder.status as WorkOrderStatus)).length;
+  const overdueWorkOrderCount = record.workOrders.filter(
+    (workOrder) => !closedStatuses.has(workOrder.status as WorkOrderStatus) && workOrder.dueDate && workOrder.dueDate.getTime() < now
+  ).length;
+
+  return {
+    milestoneCount,
+    completedMilestoneCount,
+    openMilestoneCount: milestoneCount - completedMilestoneCount,
+    overdueMilestoneCount,
+    workOrderCount,
+    activeWorkOrderCount,
+    completedWorkOrderCount,
+    overdueWorkOrderCount,
+  };
+}
+
 function mapProjectSummary(record: ProjectRecord): ProjectSummaryDto {
   return {
     id: record.id,
@@ -67,6 +127,7 @@ function mapProjectSummary(record: ProjectRecord): ProjectSummaryDto {
     ownerName: getOwnerName(record.owner),
     dueDate: record.dueDate ? record.dueDate.toISOString() : null,
     updatedAt: record.updatedAt.toISOString(),
+    rollups: buildProjectRollups(record),
   };
 }
 
@@ -83,6 +144,7 @@ function mapProjectDetail(record: ProjectRecord): ProjectDetailDto {
     shipmentNumber: record.shipment?.shipmentNumber ?? null,
     customerEmail: record.customer.email,
     customerPhone: record.customer.phone,
+    milestones: record.milestones.map(mapProjectMilestone),
   };
 }
 
@@ -121,6 +183,25 @@ function buildInclude() {
         shipmentNumber: true,
       },
     },
+    milestones: {
+      select: {
+        id: true,
+        title: true,
+        status: true,
+        dueDate: true,
+        completedAt: true,
+        notes: true,
+        sortOrder: true,
+      },
+      orderBy: [{ sortOrder: "asc" }, { createdAt: "asc" }],
+    },
+    workOrders: {
+      select: {
+        id: true,
+        status: true,
+        dueDate: true,
+      },
+    },
   };
 }
 
@@ -204,6 +285,82 @@ async function validateProjectInput(payload: ProjectInput) {
   return { ok: true as const };
 }
 
+function normalizeMilestoneInput(milestone: ProjectMilestoneInput, index: number) {
+  const title = milestone.title.trim();
+  const notes = milestone.notes.trim();
+  const sortOrder = Number.isFinite(milestone.sortOrder) ? milestone.sortOrder : index * 10;
+
+  return {
+    id: milestone.id?.trim() || null,
+    title,
+    status: milestone.status,
+    dueDate: milestone.dueDate ? new Date(milestone.dueDate) : null,
+    notes,
+    sortOrder,
+  };
+}
+
+async function syncProjectMilestones(transaction: any, projectId: string, milestones: ProjectMilestoneInput[]) {
+  const milestoneModel = (transaction as any).projectMilestone;
+  const existingMilestones = await milestoneModel.findMany({
+    where: { projectId },
+    select: {
+      id: true,
+      completedAt: true,
+    },
+  });
+
+  const existingById = new Map<string, { completedAt: Date | null }>(
+    existingMilestones.map((milestone: { id: string; completedAt: Date | null }) => [milestone.id, { completedAt: milestone.completedAt }])
+  );
+
+  const normalized = milestones.map(normalizeMilestoneInput);
+  const retainedIds = normalized.flatMap((milestone) => (milestone.id && existingById.has(milestone.id) ? [milestone.id] : []));
+
+  await milestoneModel.deleteMany({
+    where: {
+      projectId,
+      ...(retainedIds.length > 0 ? { id: { notIn: retainedIds } } : {}),
+    },
+  });
+
+  if (retainedIds.length === 0) {
+    await milestoneModel.deleteMany({ where: { projectId } });
+  }
+
+  for (const milestone of normalized) {
+    const existing = milestone.id ? existingById.get(milestone.id) : null;
+    const completedAt = milestone.status === "COMPLETE" ? existing?.completedAt ?? new Date() : null;
+
+    if (milestone.id && existing) {
+      await milestoneModel.update({
+        where: { id: milestone.id },
+        data: {
+          title: milestone.title,
+          status: milestone.status,
+          dueDate: milestone.dueDate,
+          completedAt,
+          notes: milestone.notes,
+          sortOrder: milestone.sortOrder,
+        },
+      });
+      continue;
+    }
+
+    await milestoneModel.create({
+      data: {
+        projectId,
+        title: milestone.title,
+        status: milestone.status,
+        dueDate: milestone.dueDate,
+        completedAt,
+        notes: milestone.notes,
+        sortOrder: milestone.sortOrder,
+      },
+    });
+  }
+}
+
 export async function listProjectCustomerOptions(): Promise<ProjectCustomerOptionDto[]> {
   const customers = await prisma.customer.findMany({
     where: {
@@ -364,23 +521,29 @@ export async function createProject(payload: ProjectInput, actorId?: string | nu
   }
 
   const projectNumber = await nextProjectNumber();
-  const created = await projectModel.create({
+  const created = await prisma.$transaction(async (transaction) => {
-    data: {
+    const transactionProjectModel = (transaction as any).project;
-      projectNumber,
+    const createdProject = await transactionProjectModel.create({
-      name: payload.name.trim(),
+      data: {
-      status: payload.status,
+        projectNumber,
-      priority: payload.priority,
+        name: payload.name.trim(),
-      customerId: payload.customerId,
+        status: payload.status,
-      salesQuoteId: payload.salesQuoteId,
+        priority: payload.priority,
-      salesOrderId: payload.salesOrderId,
+        customerId: payload.customerId,
-      shipmentId: payload.shipmentId,
+        salesQuoteId: payload.salesQuoteId,
-      ownerId: payload.ownerId,
+        salesOrderId: payload.salesOrderId,
-      dueDate: payload.dueDate ? new Date(payload.dueDate) : null,
+        shipmentId: payload.shipmentId,
-      notes: payload.notes,
+        ownerId: payload.ownerId,
-    },
+        dueDate: payload.dueDate ? new Date(payload.dueDate) : null,
-    select: {
+        notes: payload.notes,
-      id: true,
+      },
-    },
+      select: {
+        id: true,
+      },
+    });
+
+    await syncProjectMilestones(transaction, createdProject.id, payload.milestones ?? []);
+    return createdProject;
   });
 
   const project = await getProjectById(created.id);
@@ -396,6 +559,7 @@ export async function createProject(payload: ProjectInput, actorId?: string | nu
         customerId: project.customerId,
         status: project.status,
         priority: project.priority,
+        milestoneCount: project.rollups.milestoneCount,
       },
     });
   }
@@ -417,23 +581,28 @@ export async function updateProject(projectId: string, payload: ProjectInput, ac
     return { ok: false as const, reason: validated.reason };
   }
 
-  await projectModel.update({
+  await prisma.$transaction(async (transaction) => {
-    where: { id: projectId },
+    const transactionProjectModel = (transaction as any).project;
-    data: {
+    await transactionProjectModel.update({
-      name: payload.name.trim(),
+      where: { id: projectId },
-      status: payload.status,
+      data: {
-      priority: payload.priority,
+        name: payload.name.trim(),
-      customerId: payload.customerId,
+        status: payload.status,
-      salesQuoteId: payload.salesQuoteId,
+        priority: payload.priority,
-      salesOrderId: payload.salesOrderId,
+        customerId: payload.customerId,
-      shipmentId: payload.shipmentId,
+        salesQuoteId: payload.salesQuoteId,
-      ownerId: payload.ownerId,
+        salesOrderId: payload.salesOrderId,
-      dueDate: payload.dueDate ? new Date(payload.dueDate) : null,
+        shipmentId: payload.shipmentId,
-      notes: payload.notes,
+        ownerId: payload.ownerId,
-    },
+        dueDate: payload.dueDate ? new Date(payload.dueDate) : null,
-    select: {
+        notes: payload.notes,
-      id: true,
+      },
-    },
+      select: {
+        id: true,
+      },
+    });
+
+    await syncProjectMilestones(transaction, projectId, payload.milestones ?? []);
   });
 
   const project = await getProjectById(projectId);
@@ -449,6 +618,7 @@ export async function updateProject(projectId: string, payload: ProjectInput, ac
         customerId: project.customerId,
         status: project.status,
         priority: project.priority,
+        milestoneCount: project.rollups.milestoneCount,
       },
     });
   }

shared/src/projects/types.ts

@@ -1,8 +1,10 @@
 export const projectStatuses = ["PLANNED", "ACTIVE", "ON_HOLD", "AT_RISK", "COMPLETE"] as const;
 export const projectPriorities = ["LOW", "MEDIUM", "HIGH", "CRITICAL"] as const;
+export const projectMilestoneStatuses = ["PLANNED", "IN_PROGRESS", "BLOCKED", "COMPLETE"] as const;
 
 export type ProjectStatus = (typeof projectStatuses)[number];
 export type ProjectPriority = (typeof projectPriorities)[number];
+export type ProjectMilestoneStatus = (typeof projectMilestoneStatuses)[number];
 
 export interface ProjectCustomerOptionDto {
   id: string;
@@ -43,6 +45,37 @@ export interface ProjectSummaryDto {
   ownerName: string | null;
   dueDate: string | null;
   updatedAt: string;
+  rollups: ProjectRollupDto;
+}
+
+export interface ProjectRollupDto {
+  milestoneCount: number;
+  completedMilestoneCount: number;
+  openMilestoneCount: number;
+  overdueMilestoneCount: number;
+  workOrderCount: number;
+  activeWorkOrderCount: number;
+  completedWorkOrderCount: number;
+  overdueWorkOrderCount: number;
+}
+
+export interface ProjectMilestoneDto {
+  id: string;
+  title: string;
+  status: ProjectMilestoneStatus;
+  dueDate: string | null;
+  completedAt: string | null;
+  notes: string;
+  sortOrder: number;
+}
+
+export interface ProjectMilestoneInput {
+  id?: string | null;
+  title: string;
+  status: ProjectMilestoneStatus;
+  dueDate: string | null;
+  notes: string;
+  sortOrder: number;
 }
 
 export interface ProjectDetailDto extends ProjectSummaryDto {
@@ -56,6 +89,7 @@ export interface ProjectDetailDto extends ProjectSummaryDto {
   shipmentNumber: string | null;
   customerEmail: string;
   customerPhone: string;
+  milestones: ProjectMilestoneDto[];
 }
 
 export interface ProjectInput {
@@ -69,4 +103,5 @@ export interface ProjectInput {
   ownerId: string | null;
   dueDate: string | null;
   notes: string;
+  milestones: ProjectMilestoneInput[];
 }