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ROADMAP.md

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+# Roadmap
+
+## 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
+
+### Completed: Foundation release
+
+- 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
+- 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
+- SVAR Gantt integration wrapper with demo planning data
+- Multi-stage Docker packaging and migration-aware entrypoint
+- Core project documentation in `README.md`, `INSTRUCTIONS.md`, and `STRUCTURE.md`
+
+### Current known gaps in the foundation
+
+- Docker runtime has been authored but not validated in this environment because the local Docker daemon was unavailable
+- 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 is currently read-focused and seeded; create/update/detail workflows still need to be built
+
+## Planned feature phases
+
+### Phase 1: CRM and master data hardening
+
+- Customer and vendor create/edit/detail pages
+- Search, filters, and status tagging
+- Contact history and internal notes
+- Shared attachment support on CRM entities
+- Better seed/bootstrap strategy for non-development environments
+
+### 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
+
+### Phase 3: Sales and purchasing documents
+
+- Quotes, sales orders, and purchase orders
+- Reusable line-item and totals model
+- Document states, approvals, and revision history
+- Branded PDF templates rendered through Puppeteer
+- Attachments for vendor invoices and supporting documents
+
+### Phase 4: 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
+
+### Phase 5: Manufacturing planning and scheduling
+
+- 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
+
+### Phase 6: Security, audit, and operations maturity
+
+- 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
+
+## Cross-cutting improvements
+
+- Stronger validation and error reporting across all APIs
+- More automated tests for auth, settings, files, PDFs, and workflow modules
+- Better mobile behavior in module-level pages
+- 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
+
+1. CRM detail and edit workflows
+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
+