# 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
- 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
- Shipping is not yet linked to sales orders
- Purchasing documents are not yet implemented
- The current sales foundation does not yet include approvals, revisions, or branded transactional PDFs

## 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

### 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
- 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. Shipping module tied to sales orders
2. Purchase orders and vendor-facing document flow
3. Sales and purchasing PDF templates
4. Live manufacturing gantt scheduling
5. Broader audit and operations maturity