crm3

ROADMAP.md

@@ -21,6 +21,9 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - 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
+- Theme persistence fixes and denser responsive workspace layouts
 - SVAR Gantt integration wrapper with demo planning data
 - Multi-stage Docker packaging and migration-aware entrypoint
 - Docker image validated locally with successful app startup and login flow
@@ -30,14 +33,12 @@ 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 contact history, shared attachments, and deeper operational metadata are not built yet
+- CRM deeper operational metadata and lifecycle reporting are not built yet
 
 ## Planned feature phases
 
 ### Phase 1: CRM and master data hardening
 
-- Contact history and internal notes
-- Shared attachment support on CRM entities
 - Better seed/bootstrap strategy for non-development environments
 - Deeper CRM operational fields and lifecycle reporting
 
@@ -87,13 +88,14 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
 - 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
+- Ongoing responsive-density tuning for module-level layouts and data-entry screens
 - 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 contact history and internal notes
-2. CRM shared attachments and operational metadata
-3. Inventory item and BOM data model
-4. Sales order and quote foundation
-5. Shipping module tied to sales orders
+1. CRM deeper operational fields 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