crm finish

ROADMAP.md

@@ -22,8 +22,9 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - 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
+- 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
 - Theme persistence fixes and denser responsive workspace layouts
 - SVAR Gantt integration wrapper with demo planning data
 - Multi-stage Docker packaging and migration-aware entrypoint
@@ -34,15 +35,15 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 
 - 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
 - The frontend bundle is functional but should be code-split later, especially around the gantt module
-- CRM deeper operational metadata, lifecycle reporting, and richer multi-contact/commercial terms are not built yet
+- CRM reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later
 
 ## Planned feature phases
 
 ### Phase 1: CRM and master data hardening
 
 - Better seed/bootstrap strategy for non-development environments
-- Deeper CRM operational fields and lifecycle reporting
-- Multi-contact records, commercial terms, and account-role expansion
+- Additional CRM account-role depth if later sales/purchasing workflows need it
+- More derived CRM rollups once quotes, orders, and purchasing documents exist
 
 ### Phase 2: Inventory and manufacturing core
 
@@ -96,8 +97,8 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 
 ## Near-term priority order
 
-1. CRM deeper operational fields, commercial terms, and lifecycle reporting
-2. Inventory item and BOM data model
-3. Sales order and quote foundation
-4. Shipping module tied to sales orders
-5. Live manufacturing gantt scheduling
+1. Inventory item and BOM data model
+2. Sales order and quote foundation
+3. Shipping module tied to sales orders
+4. Live manufacturing gantt scheduling
+5. Expanded role and audit administration