refinement

ROADMAP.md

@@ -75,18 +75,18 @@ QOL subfeatures:
 
 ### Phase 2: Inventory and manufacturing core
 
-- Item master and SKU structure
-- Warehouse and stock location modeling
-- Inventory transactions and on-hand tracking
-- Bills of materials and custom assemblies
-- Project records tied to manufacturing work
-- File attachments for BOM drawings and manufacturing support docs
+- Item master and SKU structure foundation
+- Warehouse and stock location foundation
+- Inventory transactions and on-hand tracking foundation
+- Bills of materials and custom assemblies foundation
+- File attachments for BOM drawings and manufacturing support docs foundation
 
 QOL subfeatures:
 
+- Item master enrichment: categories, alternate part numbers, revisions, preferred vendor data, and reorder settings
 - Stock transfers between warehouses and locations
 - Reservation and allocation visibility against demand
-- Faster SKU search and keyboard-heavy item/BOM entry flows
+- Faster SKU search and keyboard-heavy item/BOM entry flows refinement
 - Better warehouse dashboards for on-hand, shortages, and recent movement
 - BOM revision support and clearer where-used visibility
 - Bulk item import/export and mass-update utilities
@@ -127,7 +127,63 @@ QOL subfeatures:
 - Shipment search by order, tracking, customer, and carrier from one screen
 - Reprint and history actions for generated logistics PDFs
 
-### Phase 5: Manufacturing planning and scheduling
+### Phase 5: Projects and program management
+
+- Project records with customer linkage, status, owner, priority, due dates, and notes
+- Project-to-sales-order and quote linkage so commercial commitments can roll into delivery programs
+- Project document hub for drawings, support files, correspondence, and revision references
+- Milestones, checkpoints, and non-manufacturing work packages for long-running execution tracking
+- Project-level commercial, material, schedule, and delivery rollups
+- Cross-functional visibility for engineering, purchasing, manufacturing, shipping, and customer communication
+
+Module interactions:
+
+- CRM: projects link to customer accounts, reseller-owned end customers, contacts, and account notes
+- Sales: quotes and sales orders can spawn or attach to projects; project status should reflect commercial state where relevant
+- Inventory: projects reference item/BOM scope, expose shortage/reservation pressure, and later roll up material readiness
+- Purchasing: projects surface buyout demand and vendor receipts tied to project material needs
+- Shipping: shipments should be visible from the project record when a project drives deliverables
+- Dashboard: projects add live widgets for active programs, overdue milestones, shortages, and blocked delivery
+- Manufacturing: manufacturing orders and shop execution should link back to projects, but remain their own subsystem
+- Gantt/planning: project milestones and execution dates should feed planning views without collapsing projects into scheduling alone
+
+QOL subfeatures:
+
+- Project templates for repeatable build types
+- Project-specific attachment bundles and revision snapshots
+- One-screen project cockpit with commercial, material, schedule, and shipping summary
+- 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
+
+### Phase 6: Manufacturing execution
+
+- Work orders tied to projects, sales demand, or internal build demand
+- Routing/work-center structure for manufacturing steps and handoffs
+- Material issue, consumption, completion, and WIP tracking
+- Labor and machine-time capture for production execution
+- Manufacturing status workflow from release through completion
+- Manufacturing rollups for open work, blockers, shortages, and throughput
+
+Module interactions:
+
+- Projects: manufacturing orders can be attached to projects, but projects remain the higher-level long-running record
+- Inventory: manufacturing consumes components and produces finished/semi-finished stock
+- Purchasing: shortages and buyout demand should be visible from manufacturing execution
+- Shipping: completed manufacturing should feed shipment readiness, but shipping remains separate
+- Dashboard: manufacturing adds live queues for open jobs, blocked work, overdue orders, and completion throughput
+- Planning: manufacturing orders and routings become a major input into capacity and gantt scheduling
+
+QOL subfeatures:
+
+- Traveler/job packet output
+- Partial completions and split-order execution visibility
+- Better shortage and substitute-part handling
+- Shop-floor quick actions and dense tablet-friendly execution views
+- Rework / hold / scrap tracking
+- Work-center dashboards and operator-focused queues
+
+### Phase 7: Planning and scheduling
 
 - Live project-backed SVAR gantt timelines
 - Task dependencies, milestones, and progress updates
@@ -144,7 +200,7 @@ QOL subfeatures:
 - Better mobile and tablet behavior for shop-floor lookups
 - Faster filtering by project, customer, work center, and status
 
-### Phase 6: Security, audit, and operations maturity
+### Phase 8: Security, audit, and operations maturity
 
 - Expanded role management UI
 - Permission assignment administration
@@ -173,6 +229,8 @@ QOL subfeatures:
 - Audit-trail depth is still thin outside the current record/update flows
 - Some generated document and workflow screens still need additional polish for dense, keyboard-efficient operational use
 - Dashboard cards now use live data, but richer recent-activity widgets and exception queues are still deferred
+- Projects are not yet implemented as first-class long-running program records
+- Manufacturing execution is not yet separated cleanly from planning/scheduling in the current future-state docs and implementation
 
 ## Cross-cutting improvements
 
@@ -188,5 +246,5 @@ QOL subfeatures:
 1. Purchase receiving flow and vendor-side operational depth
 2. Sales and purchasing PDF templates
 3. Shipping labels, bills of lading, and logistics attachments
-4. Live manufacturing gantt scheduling
-5. Broader audit and operations maturity
+4. Projects and program management
+5. Manufacturing execution