# Shipped

This file tracks roadmap phases, slices, and major foundations that have already shipped. Remaining work lives in [ROADMAP.md](D:/CODING/mrp-codex/ROADMAP.md).

## 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 plus persisted session visibility and revocation
- 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
- Inventory transfers, reservations, available-stock visibility, and work-order-driven material reservation automation
- Sales quotes and sales orders with commercial totals logic
- Purchase orders with vendor lookup, item lines, totals, and quick status actions
- Purchase-order line selection restricted to inventory items flagged as purchasable
- Purchase receiving foundation with warehouse/location posting, receipt history, and per-line received quantity tracking
- Branded sales quote, sales order, and purchase-order PDF templates through the shared Puppeteer pipeline
- Shipping shipment records linked to sales orders
- Packing-slip, shipping-label, and bill-of-lading PDF rendering for shipments
- Logistics attachments directly on shipment records
- Projects foundation with customer, quote, sales-order, shipment, owner, due-date, notes, and attachment linkage
- Project milestones and project-side milestone/work-order rollups
- Project cockpit section on detail pages for commercial, supply, execution, delivery, purchasing, readiness-risk, and cost-snapshot visibility, with direct launch paths into prefilled project work orders and demand-linked purchase orders plus a project activity timeline
- Project list/detail/create/edit workflows and dashboard program widgets
- Manufacturing foundation with work orders, project linkage, material issue posting, completion posting, and work-order attachments
- Manufacturing stations, item routing templates, editable station calendars/capacity settings, automatic work-order operation planning, and operation-level rescheduling for the workbench schedule
- Vendor invoice/supporting-document attachments directly on purchase orders
- Vendor-detail purchasing visibility with recent purchase-order activity
- Revision comparison UX for changed sales and purchasing documents, including purchase-order revision persistence
- Audit trail coverage across core settings, inventory, purchasing, project, sales, and manufacturing write flows
- Admin diagnostics screen with runtime footprint, record counts, storage-path visibility, and recent audit activity
- Dedicated user-management screen for account creation, activation, role assignment, and role-permission editing
- CRM customer/vendor changes and shipping mutations covered by the shared audit trail
- Startup validation during server boot with checks for storage paths, writable directories, database connectivity, client bundle readiness, Chromium availability, and risky production defaults
- Backup/restore guidance and exportable support bundles surfaced through the admin diagnostics workflow
- Backup verification checklist and restore-drill runbook surfaced through the admin diagnostics workflow
- Support-log viewing for startup warnings, HTTP failures, and server errors surfaced through the admin diagnostics workflow
- Route-level frontend code-splitting and vendor chunking to keep the initial client payload lighter
- SKU-searchable BOM component selection for inventory-scale datasets
- Theme persistence fixes and denser responsive workspace layouts
- Startup brand-theme hydration so Company Settings colors and font persist correctly across refresh
- Full-site density normalization pass across active CRM, inventory, settings, dashboard, and login screens
- Live planning workbench timelines driven by project and manufacturing data
- Planning workbench with heatmap, overview, and agenda modes plus exception rail, focus drawer, station load grouping, readiness scoring, and inline dispatch actions
- Finite-capacity foundation with station working-day calendars, daily/parallel capacity settings, and calendar-aware operation scheduling
- Planner-side workbench rebalance controls for operation scheduling, with quick shift moves, heatmap-day targeting, station-to-station reassignment, and station-lane drag scheduling
- Sales-order demand planning with multi-level BOM explosion, stock/open-supply netting, and build/buy recommendations
- 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`

## Shipped roadmap phases

### Phase 3: Sales and purchasing documents

- Sales approval stamps and automatic revision history on quotes and sales orders
- Purchase-order supporting documents through the shared attachment pipeline
- Vendor-detail purchasing visibility for recent purchase-order activity

### Phase 5: Projects and program management

- Project records with customer linkage, status, owner, priority, due dates, milestones, and notes
- Project milestone status tracking and project-side milestone/work-order rollups
- Project-to-quote, sales-order, and shipment linkage for delivery context
- Project attachments through the shared file pipeline
- Project list/detail/create/edit flows and dashboard visibility

### Phase 6: Manufacturing execution

- Work orders tied to manufactured or assembly items, with optional project linkage
- BOM-based material requirement visibility from the work-order record
- Material issue posting that creates real inventory issue transactions
- Production completion posting that creates finished-goods receipt transactions
- Work-order list/detail/create/edit flows, attachments, and dashboard visibility

### Phase 7: Planning and scheduling

- Live workbench schedule backed by active projects and open manufacturing work orders
- Project due-date milestones, manufacturing sequencing links, and standalone work-queue visibility
- Planning exception queue for overdue or at-risk project/manufacturing schedule items
- Station load summaries, release-ready visibility, and inline workbench follow-through actions for release/build/buy dispatch

### Phase 8: Demand planning and supply generation

- Sales-order demand planning from approved or active demand records
- Multi-level BOM explosion from sales-order lines through manufactured and assembly children
- Netting against available stock, active reservations, open work orders, and open purchase orders
- Build and buy recommendations surfaced directly from the sales-order workflow
- Prefilled work-order and purchase-order draft generation launched from demand-planning recommendations
- Shared shortage and readiness rollups surfaced across dashboard, planning, project, purchasing, and manufacturing views
- Preferred-vendor sourcing on inventory items for buy-side planning defaults
- Pegged work-order and purchase-order supply links back to originating sales demand
- Planning recommendations now reduce against already-linked draft/open supply to avoid duplicate WO/PO generation

### Phase 9: Security, audit, and operations maturity

- Audit trail coverage across core write flows for settings, inventory, sales, purchasing, projects, and manufacturing
- Admin diagnostics screen for runtime footprint, storage visibility, key record counts, and recent audit activity
- Expanded role-management UI with account creation, activation, role assignment, and permission administration
- Persisted auth-session tracking with admin visibility into active, expired, and revoked sign-ins
- Server-side logout and admin session revocation for JWT-backed access
- Session review filtering, unusual-access cues, diagnostics rollups, and startup pruning of stale expired/revoked auth sessions
- Shared destructive-action confirmation and recovery messaging for admin, sales, purchasing, shipping, inventory, manufacturing, project, warehouse/form-editor, and attachment workflows
- CRM customer/vendor changes and shipping mutations covered by the shared audit trail
- Startup validation during server boot with checks for storage paths, writable directories, database connectivity, client bundle readiness, Chromium availability, and risky production defaults
- Backup/restore guidance, support-bundle exports, and support-log viewing surfaced through the admin diagnostics workflow

## Shipped quality-of-life slices

- Purchase-order item entry restricted to purchasable inventory items only
- Inventory transfers between warehouses and locations
- Manual and work-order-driven inventory reservations
- Reserved and available stock visibility on inventory item detail and stock-by-location views
- Searchable operational pickers for customers, vendors, SKUs, BOM components, and other dense record selectors
- Route-level lazy loading and vendor chunking for a lighter initial client payload
- Persisted auth-session review filtering and admin-side access review cues
- Destructive-action confirmation coverage expanded into project customer/document unlinking and form-row removals in sales, purchasing, inventory, and warehouse editors
- Support-log filtering, retention cleanup, and richer filtered support-bundle exports in admin diagnostics
- Inventory thumbnail staging on item create/edit plus dedicated detail-page thumbnail display
- Demand-planning PO draft generation no longer applies mismatched sales-order line links to BOM child buy recommendations
- User-management saves now accept blank-password edits for existing users and surface errors in-page