cleanup

ROADMAP.md

@@ -3,193 +3,83 @@
 ## Documentation maintenance
 
 - Keep [CHANGELOG.md](D:/CODING/mrp-codex/CHANGELOG.md) updated alongside roadmap-driving feature completion, priority shifts, and notable delivery milestones.
+- Keep [SHIPPED.md](D:/CODING/mrp-codex/SHIPPED.md) updated when roadmap items move from planned to delivered.
 - When roadmap changes affect implementation guidance or deployment expectations, update the companion docs in [README.md](D:/CODING/mrp-codex/README.md), [INSTRUCTIONS.md](D:/CODING/mrp-codex/INSTRUCTIONS.md), [STRUCTURE.md](D:/CODING/mrp-codex/STRUCTURE.md), and [UNRAID.md](D:/CODING/mrp-codex/UNRAID.md) in the same change set.
 
 ## Product direction
 
 MRP Codex is being built as a streamlined, modular manufacturing resource planning platform with strong branding controls, fast operational workflows, and a single-container deployment model that is simple to back up and upgrade.
 
-## Current status
+This file tracks work that still needs to be completed. Shipped phase history and completed slices now live in [SHIPPED.md](D:/CODING/mrp-codex/SHIPPED.md).
 
-### Completed: Foundation release
+## Near-term priority order
 
-- Monorepo-style workspace with `client`, `server`, and `shared`
-- React + Vite + Tailwind frontend shell
-- Express + TypeScript backend shell
-- Prisma + SQLite schema foundation with committed initial migration
-- Local authentication with JWT-based session flow plus persisted session visibility and revocation
-- RBAC permission model and protected routes
-- Central Company Settings with runtime branding controls
-- Light and dark mode theme system
-- Local file attachment storage under `/app/data/uploads`
-- Puppeteer PDF service foundation with branded company-profile preview
-- CRM reference entities for customers and vendors
-- CRM customer and vendor create/edit/detail workflows
-- CRM search, filters, and persisted status tagging
-- CRM contact-history timeline with authored notes, calls, emails, and meetings
-- CRM shared file attachments on customer and vendor records, including delete support
-- CRM reseller hierarchy, parent-child customer structure, and reseller discount support
-- CRM multi-contact records, commercial terms, lifecycle stages, operational flags, and activity rollups
-- Inventory item master, BOM, warehouse, and stock-location foundation
-- Inventory transactions, on-hand tracking, and item attachments
-- Inventory transfers, reservations, available-stock visibility, and work-order-driven material reservation automation
-- Sales quotes and sales orders with commercial totals logic
-- Purchase orders with vendor lookup, item lines, totals, and quick status actions
-- Purchase-order line selection restricted to inventory items flagged as purchasable
-- Purchase receiving foundation with warehouse/location posting, receipt history, and per-line received quantity tracking
-- Branded sales quote, sales order, and purchase-order PDF templates through the shared Puppeteer pipeline
-- Shipping shipment records linked to sales orders
-- 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 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
-- Vendor invoice/supporting-document attachments directly on purchase orders
-- Vendor-detail purchasing visibility with recent purchase-order activity
-- Audit trail coverage across core settings, inventory, purchasing, project, sales, and manufacturing write flows
-- Admin diagnostics screen with runtime footprint, record counts, storage-path visibility, and recent audit activity
-- Dedicated user-management screen for account creation, activation, role assignment, and role-permission editing
-- CRM customer/vendor changes and shipping mutations covered by the shared audit trail
-- Startup validation during server boot with checks for storage paths, writable directories, database connectivity, client bundle readiness, Chromium availability, and risky production defaults
-- Backup/restore guidance and exportable support bundles surfaced through the admin diagnostics workflow
-- Backup verification checklist and restore-drill runbook surfaced through the admin diagnostics workflow
-- Support-log viewing for startup warnings, HTTP failures, and server errors surfaced through the admin diagnostics workflow
-- Route-level frontend code-splitting and vendor chunking to keep the initial client payload lighter
-- SKU-searchable BOM component selection for inventory-scale datasets
-- Theme persistence fixes and denser responsive workspace layouts
-- Full-site density normalization pass across active CRM, inventory, settings, dashboard, and login screens
-- Live planning gantt timelines driven by project and manufacturing data
-- Sales-order demand planning with multi-level BOM explosion, stock/open-supply netting, and build/buy recommendations
-- Multi-stage Docker packaging and migration-aware entrypoint
-- Docker image validated locally with successful app startup and login flow
-- Core project documentation in `README.md`, `INSTRUCTIONS.md`, and `STRUCTURE.md`
+1. Support-log filtering, retention controls, and broader support-package polish
+2. Revision comparison UX for changed sales and purchasing documents
+3. Project milestones, project rollups, and deeper project-side execution visibility
+4. Manufacturing routing/work-center depth, labor capture, and capacity-aware execution views
+5. Dashboard KPI, alert, recent-activity, and exception-widget expansion
 
-### Current known gaps in the foundation
+## Active roadmap
 
-- Prisma migration execution is committed and documented, but local Windows Node 24 schema-engine behavior remains inconsistent; use Node 22 or Docker for migration execution
-- CRM reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later
-- The current sales/purchasing/shipping foundation now includes sales approvals and revision history, but still needs vendor exception handling, deeper carrier integration, and richer document comparison tooling
-- The dashboard is now live-data driven, but still needs richer KPI widgets, alerts, recent-activity queues, and exception reporting as more transactional depth is added
-- The new projects domain is foundational but still needs milestones, project rollups, and deeper inventory/purchasing/manufacturing tie-ins
-- The new manufacturing domain is foundational but still needs routings, labor capture, work-center views, and capacity-aware planning tie-ins
-- Auth sessions are now persisted and revocable, but the admin surface still needs richer filtering, history retention, and unusual-access review tooling
+### Platform and operational docs
 
-## Dashboard Plan
+- Keep the Windows Prisma migration workflow clearer and less fragile for local contributors
+- Continue tightening backup, restore, and support-runbook guidance as operations maturity grows
+- Preserve the single-container deployment path while improving diagnostics and supportability
 
-- Keep `Dashboard` as the primary landing surface for operators
-- Expand it by modular panels rather than redesigning it for each new feature phase
-- Prefer metric cards, exception queues, action shortcuts, and status summaries over static descriptive content
-- Add future widgets for purchasing, shipping exceptions, inventory shortages, planning readiness, and audit/system health
-- Continue expanding the new project widgets into milestone, blockage, and shipment-readiness views instead of creating a separate landing area
-- Continue expanding the new manufacturing widgets into shortage, routing, and bottleneck views instead of creating a separate landing area
-- Treat dashboard modules as upgradeable blocks that can be reordered or expanded without disturbing the shell
+### Dashboard
 
-## Planned feature phases
+- 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
 
-### Phase 1: CRM and master data hardening
+### CRM and master data
 
 - Better seed/bootstrap strategy for non-development environments
 - Additional CRM account-role depth if later sales/purchasing workflows need it
-- More derived CRM rollups once quotes, orders, and purchasing documents exist
-
-QOL subfeatures:
-
+- More derived CRM rollups once downstream quote/order/purchasing/shipping data grows further
 - Saved CRM filters and quick views
 - Better hierarchy navigation between reseller parents and child accounts
 - One-click contact actions for email and phone workflows
 - Duplicate-account detection and merge workflow
 - Cleaner attachment previews and richer record timelines
 - More compact table controls for heavy CRM data-entry users
+- CRM document rollups and broader account-role depth that were deferred until downstream modules matured
 
-### Phase 2: Inventory and manufacturing core
+### Inventory
 
-- 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 refinement
-- Better warehouse dashboards for on-hand, shortages, and recent movement
+- Item master enrichment: categories, alternate part numbers, revisions, reorder settings, and broader sourcing metadata
+- Faster keyboard-heavy item/BOM entry refinement beyond the current searchable pickers
+- Better warehouse dashboards for on-hand, shortages, reservations, and recent movement
 - BOM revision support and clearer where-used visibility
 - Bulk item import/export and mass-update utilities
 
-### Phase 3: Sales and purchasing documents
-
-- Quotes, sales orders, and purchase orders
-- Reusable line-item and totals model
-- Purchase receiving flow tied to purchase-order lines and inventory receipts foundation
-- Document states, approvals, and revision history
-- Branded PDF templates rendered through Puppeteer
-- Attachments for vendor invoices and supporting documents
-
-Foundation slice shipped:
-
-- Sales approval stamps and automatic revision history on quotes and sales orders
-- Purchase-order supporting documents through the shared attachment pipeline
-- Vendor-detail purchasing visibility for recent purchase-order activity
-
-QOL subfeatures:
+### Sales and purchasing
 
+- Vendor exception handling for acknowledgements, invoice matching, receipt discrepancies, and related inbound follow-up
+- Deeper carrier/commercial defaults where they improve order-entry speed
+- Revision comparison UX for changed customer-facing and purchasing documents
 - Line duplication, drag ordering, and keyboard-first line editing
 - Saved customer defaults for tax, freight, and commercial terms
-- Inline stock visibility while building quotes and orders
-- Restrict purchase-order item entry to purchasable inventory only
 - Richer dashboard widgets for recent quotes, open orders, purchasing queues, and shipping exceptions
 - Better totals breakdown visibility on list pages and detail pages
-- Revision comparison view for changed customer-facing documents
 - Faster document cloning and quote-to-order style conversions across document types
 
-### Phase 4: Shipping and logistics
+### Shipping and logistics
 
-- Shipment records linked to sales orders
-- Bills of lading, packing slips, and shipping BOM PDFs
-- Carrier, package, and tracking data
-- Outbound shipment status workflow
-- Scanned logistics-document attachment handling
-
-QOL subfeatures:
-
-- Printer-friendly reprint and history actions for logistics documents
 - Partial shipment workflow and split-shipment visibility
 - Better tracking-link UX and carrier-specific shortcuts
 - Packing verification and ship-confirm checkpoints
 - Shipment search by order, tracking, customer, and carrier from one screen
-- Reprint and history actions for generated logistics PDFs
+- Printer-friendly reprint/history actions for logistics documents
 
-### Phase 5: Projects and program management
-
-Foundation slice shipped:
-
-- Project records with customer linkage, status, owner, priority, due dates, and notes
-- 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
+### 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
 - 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
@@ -197,34 +87,13 @@ QOL subfeatures:
 - Project filtering by customer, owner, status, due date, and risk
 - Project activity timeline and audit-friendly milestone history
 
-### Phase 6: Manufacturing execution
+### Manufacturing execution
 
-Foundation slice shipped:
-
-- Work orders tied to manufactured or assembly items, with optional project linkage
-- BOM-based material requirement visibility from the work-order record
-- Material issue posting that creates real inventory issue transactions
-- Production completion posting that creates finished-goods receipt transactions
-- Work-order list/detail/create/edit flows, attachments, and dashboard visibility
-
-- 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
+- Work orders tied more explicitly to sales demand or internal build demand where appropriate
+- Routing/work-center structure for manufacturing steps and handoffs beyond the current station templates
+- Material consumption depth, WIP tracking, and execution traceability
 - 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
@@ -232,22 +101,12 @@ QOL subfeatures:
 - Rework / hold / scrap tracking
 - Work-center dashboards and operator-focused queues
 
-### Phase 7: Planning and scheduling
+### Planning and scheduling
 
-Foundation slice shipped:
-
-- Live gantt schedule backed by active projects and open manufacturing work orders
-- Project due-date milestones, manufacturing sequencing links, and standalone work-queue visibility
-- Planning exception queue for overdue or at-risk project/manufacturing schedule items
-
-- Live project-backed SVAR gantt timelines
 - Task dependencies, milestones, and progress updates
 - Manufacturing calendar views and bottleneck visibility
 - Labor and machine scheduling support
 - Theme-compliant gantt customization for light/dark mode
-
-QOL subfeatures:
-
 - Collapsible schedule groupings and saved planner views
 - Drag-and-drop rescheduling improvements
 - Critical-path and overdue highlighting
@@ -255,68 +114,20 @@ QOL subfeatures:
 - Better mobile and tablet behavior for shop-floor lookups
 - Faster filtering by project, customer, work center, and status
 
-### Phase 8: Demand planning and supply generation
+### Demand planning and supply generation
 
-Foundation slice shipped:
-
-- Sales-order demand planning from approved or active demand records
-- Multi-level BOM explosion from sales-order lines through manufactured and assembly children
-- Netting against available stock, active reservations, open work orders, and open purchase orders
-- Build and buy recommendations surfaced directly from the sales-order workflow
-- Prefilled work-order and purchase-order draft generation launched from demand-planning recommendations
-- Shared shortage and readiness rollups surfaced across dashboard, planning, project, purchasing, and manufacturing views
-- Preferred-vendor sourcing on inventory items for buy-side planning defaults
-- Pegged work-order and purchase-order supply links back to originating sales demand
-- Planning recommendations now reduce against already-linked draft/open supply to avoid duplicate WO/PO generation
-
-- Shared MRP demand engine across sales, inventory, purchasing, manufacturing, projects, and planning
-- Planned work-order and purchase-order recommendation generation
-- Coverage, shortage, and lateness rollups from customer demand down through supply layers
-- Cross-module shortage visibility on sales orders, projects, work orders, purchasing, and dashboard widgets
-
-QOL subfeatures:
-
-- One-click conversion of planning recommendations into work orders and purchase orders
+- Deeper planner drilldowns from demand source to buy/build action without re-keying data
 - Better shortage and substitute-part guidance during planning review
 - Saved planning views by customer, project, item family, and shortage state
-- Planner-focused drilldowns from demand source to buy/build action without re-keying data
 - Time-phased supply recommendations with vendor lead times and build timing
 
-### Phase 9: Security, audit, and operations maturity
+### Security, audit, and operations maturity
 
-Foundation slice shipped:
-
-- Audit trail coverage across core write flows for settings, inventory, sales, purchasing, projects, and manufacturing
-- Admin diagnostics screen for runtime footprint, storage visibility, key record counts, and recent audit activity
-- Expanded role-management UI with account creation, activation, role assignment, and permission administration
-- Persisted auth-session tracking with admin visibility into active, expired, and revoked sign-ins
-- Server-side logout and admin session revocation for JWT-backed access
-- Shared destructive-action confirmation and recovery messaging for admin, sales, purchasing, shipping, inventory, manufacturing, and attachment workflows
-- CRM customer/vendor changes and shipping mutations covered by the shared audit trail
-- Startup validation during server boot with checks for storage paths, writable directories, database connectivity, client bundle readiness, Chromium availability, and risky production defaults
-- Backup/restore guidance, support-bundle exports, and support-log viewing surfaced through the admin diagnostics workflow
-
-- Expanded role management UI
-- Permission assignment administration
-- Audit trail coverage across critical records
-- Backup/restore workflow documentation and scripts
-- Health checks, startup diagnostics, and production readiness cleanup
-
-QOL subfeatures:
-
-- Admin diagnostics screen for permissions, migrations, storage, and PDF health
-- Better session filtering, review history, and unusual-access cues for operational admins
-- Extend destructive-action safety coverage into remaining project and form-edit removal workflows
-- More explicit environment validation on startup
 - Support-log filtering, retention controls, and broader support-package polish
-- Backup verification checklist and restore drill guidance
-
-## Revisit / Deferred Items
-
-- Local Windows Prisma migration reliability still needs a cleaner documented workflow or tooling wrapper
-- CRM document rollups and broader account-role depth were deferred until more downstream modules exist
-- 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
+- Admin diagnostics depth for permissions, migrations, storage, and PDF health
+- Longer-term session history and audit depth beyond the current review filtering and retention cleanup
+- More explicit environment validation on startup
+- Backup verification and restore-drill guidance should keep expanding as the system grows
 
 ## Cross-cutting improvements
 
@@ -327,7 +138,7 @@ QOL subfeatures:
 - Consistent document-template system shared by sales, purchasing, and shipping
 - Clear upgrade path for future module additions without refactoring the app shell
 
-## Near-term priority order
+## Revisit / Deferred Items
 
-1. Better session filtering, review history, and unusual-access cues for operational admins
-2. Extend destructive-action safety coverage into remaining project and form-edit removal workflows
+- Local Windows Prisma migration reliability still needs a cleaner documented workflow or tooling wrapper
+- Some generated document and workflow screens still need additional polish for dense, keyboard-efficient operational use