# 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 - 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 - Sales quotes and sales orders with commercial totals logic - Shipping shipment records linked to sales orders - Packing-slip PDF rendering for shipments - 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 - 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 - Core project documentation in `README.md`, `INSTRUCTIONS.md`, and `STRUCTURE.md` ### Current known gaps in the foundation - 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 reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later - Purchasing documents are not yet implemented - The current sales/shipping foundation still does not include approvals, revisions, shipment labels, or broader branded transactional PDF coverage beyond packing slips - The dashboard is now metric-oriented, but still needs live module-fed KPIs, alerts, and exception reporting as more transactional depth is added ## Dashboard Plan - 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, manufacturing load, and audit/system health - Treat dashboard modules as upgradeable blocks that can be reordered or expanded without disturbing the shell ## Planned feature phases ### Phase 1: CRM and master data hardening - 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: - 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 ### 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 QOL subfeatures: - Stock transfers between warehouses and locations - Reservation and allocation visibility against demand - Faster SKU search and keyboard-heavy item/BOM entry flows - 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 ### 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 QOL subfeatures: - 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 - 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 - 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: - Shipment labels and printer-friendly document actions - 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 ### 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 QOL subfeatures: - Collapsible schedule groupings and saved planner views - Drag-and-drop rescheduling improvements - Critical-path and overdue highlighting - Capacity warnings for overloaded work centers - 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 - 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 - Safer destructive-action confirmations and recovery messaging - Better user/session visibility for operational admins - More explicit environment validation on startup - Log-view and export helpers for support/debugging - Backup verification checklist and restore drill guidance ## Revisit / Deferred Items - Local Windows Prisma migration reliability still needs a cleaner documented workflow or tooling wrapper - Frontend bundle splitting is still deferred; the Vite chunk-size warning remains - Sales approvals and document revision history were planned but not yet built - Broader branded PDFs for quotes and sales orders still need to be added - Shipping is now linked to sales orders, but labels, bills of lading, and logistics attachments are still pending - Inventory transactions exist, but transfers, reservations, and more advanced stock controls still need follow-up - CRM document rollups and broader account-role depth were deferred until more downstream modules exist - 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 are still mostly structural and should be revisited once more live operational data exists ## 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 - 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. Purchase orders and vendor-facing document flow 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