155 lines
9.2 KiB
Markdown
155 lines
9.2 KiB
Markdown
# Roadmap
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## Documentation maintenance
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- Keep [CHANGELOG.md](D:/CODING/mrp-codex/CHANGELOG.md) updated alongside roadmap-driving feature completion, priority shifts, and notable delivery milestones.
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- Keep [SHIPPED.md](D:/CODING/mrp-codex/SHIPPED.md) updated when roadmap items move from planned to delivered.
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- When roadmap changes affect implementation guidance or deployment expectations, update the companion docs in [README.md](D:/CODING/mrp-codex/README.md), [INSTRUCTIONS.md](D:/CODING/mrp-codex/INSTRUCTIONS.md), [STRUCTURE.md](D:/CODING/mrp-codex/STRUCTURE.md), and [UNRAID.md](D:/CODING/mrp-codex/UNRAID.md) in the same change set.
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## Product direction
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CODEXIUM 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.
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This file tracks work that still needs to be completed. Shipped phase history and completed slices now live in [SHIPPED.md](D:/CODING/mrp-codex/SHIPPED.md).
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## Near-term priority order
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1. Manufacturing costing and execution depth, including scrap/rework/yield tracking and variance visibility
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2. Finance expansion across AP disbursements, invoice matching, vendor payments, and project-level P&L
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3. Workbench finite-capacity intelligence, including conflict handling, queue-slot guidance, and auto-rebalance recommendations
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4. Dashboard KPI, alert, recent-activity, and exception-widget expansion, especially for finance, manufacturing, and planning
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5. Longer-term session history and audit depth beyond the current review filtering and retention cleanup
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## Active roadmap
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### Platform and operational docs
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- Keep the Windows Prisma migration workflow clearer and less fragile for local contributors
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- Continue tightening backup, restore, and support-runbook guidance as operations maturity grows
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- Preserve the single-container deployment path while improving diagnostics and supportability
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### Dashboard
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- Expand `Dashboard` by modular panels rather than redesigning it into a different shell
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- Add richer KPI widgets, alerts, recent-activity queues, and exception reporting
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- Add deeper project, manufacturing, purchasing, finance, shipping, and audit/system-health widgets
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### CRM and master data
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- Better seed/bootstrap strategy for non-development environments
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- Additional CRM account-role depth if later sales/purchasing workflows need it
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- More derived CRM rollups once downstream quote/order/purchasing/shipping data grows further
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- Saved CRM filters and quick views
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- Better hierarchy navigation between reseller parents and child accounts
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- One-click contact actions for email and phone workflows
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- Duplicate-account detection and merge workflow
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- Cleaner attachment previews and richer record timelines
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- More compact table controls for heavy CRM data-entry users
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- CRM document rollups and broader account-role depth that were deferred until downstream modules matured
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### Inventory
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- Item master enrichment: categories, alternate part numbers, revisions, reorder settings, and broader sourcing metadata
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- Faster keyboard-heavy item/BOM entry refinement beyond the current searchable pickers
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- Better warehouse dashboards for on-hand, shortages, reservations, and recent movement
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- BOM revision support and clearer where-used visibility
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- Bulk item import/export and mass-update utilities
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### Sales and purchasing
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- Vendor exception handling for acknowledgements, invoice matching, receipt discrepancies, and related inbound follow-up
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- Deeper carrier/commercial defaults where they improve order-entry speed
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- Line duplication, drag ordering, and keyboard-first line editing
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- Saved customer defaults for tax, freight, and commercial terms
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- Richer dashboard widgets for recent quotes, open orders, purchasing queues, and shipping exceptions
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- Better totals breakdown visibility on list pages and detail pages
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- Faster document cloning and quote-to-order style conversions across document types
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### Finance
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- Expand from customer receipts into AP disbursements, invoice matching, and vendor-payment control
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- Add project-level P&L, cash posture, and earned-value style rollups across sales, purchasing, manufacturing, and shipping
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- Deepen manufacturing costing with crew rates, burden rules, and variance reporting instead of only the current labor/overhead assumptions
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- Add payment-status workflow depth on sales orders and linked finance cues on purchasing, manufacturing, shipping, and project records
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- Add accounting export or integration surfaces once the internal finance workflows mature
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- Add richer dashboard widgets for margin pressure, open receivables, CapEx exposure, and payment coverage risk
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### Shipping and logistics
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- Partial shipment workflow and split-shipment visibility
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- Better tracking-link UX and carrier-specific shortcuts
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- Packing verification and ship-confirm checkpoints
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- Shipment search by order, tracking, customer, and carrier from one screen
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- Printer-friendly reprint/history actions for logistics documents
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### Projects and program management
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- Project document hub for drawings, support files, correspondence, and revision references
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- Non-manufacturing work packages for long-running execution tracking
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- Deeper project-level cost, material, schedule, delivery, and finance rollups beyond the current purchasing/readiness cockpit
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- Cross-functional visibility for engineering, purchasing, manufacturing, shipping, and customer communication
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- Project templates for repeatable build types
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- Project-specific attachment bundles and revision snapshots
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- One-screen project cockpit with deeper cost, material, schedule, shipping, finance, and action-oriented summary workflows
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- Better cross-links between project, customer, order, shipment, and inventory records
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- Project filtering by customer, owner, status, due date, and risk
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- Project activity timeline and audit-friendly milestone history
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### Manufacturing execution
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- Work orders tied more explicitly to sales demand or internal build demand where appropriate
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- Routing/work-center structure for manufacturing steps and handoffs beyond the current station templates
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- Material consumption depth, WIP tracking, and execution traceability
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- Deeper labor depth beyond the shipped operator assignment and timer-based labor capture, including crew-level staffing, labor approvals, and machine/runtime integration
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- Planned-versus-actual material, labor, and overhead variance reporting shared with the finance module
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- Manufacturing rollups for open work, blockers, shortages, and throughput
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- Traveler/job packet output
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- Partial completions and split-order execution visibility
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- Better shortage and substitute-part handling
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- Shop-floor quick actions and dense tablet-friendly execution views
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- Rework / hold / scrap tracking
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- Work-center dashboards and operator-focused queues
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### Planning and scheduling
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- Task dependencies, milestones, and progress updates
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- Manufacturing calendar views and deeper bottleneck visibility beyond the shipped station load and overload workbench summaries
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- Labor and machine scheduling support beyond the shipped station calendar/capacity foundation
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- Collapsible schedule groupings and saved planner views
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- Richer conflict handling, queue-slot suggestions, and auto-rebalance logic beyond the shipped station-lane drag scheduling
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- Best-next-slot and best-alternate-station recommendations for planners handling overload and blockers
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- Critical-path and overdue highlighting
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- Richer finite-capacity warnings, automated rebalance logic, and station drag-rescheduling beyond the shipped overload indicators and workbench rebalance controls
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- Deeper material readiness, pegged-supply, and dispatch recommendation visibility inside Workbench rows and focus panels
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- Better mobile and tablet behavior for shop-floor lookups
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- Faster filtering by project, customer, work center, and status
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### Demand planning and supply generation
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- Deeper planner drilldowns from demand source to buy/build action without re-keying data
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- Better shortage and substitute-part guidance during planning review
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- Saved planning views by customer, project, item family, and shortage state
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- Time-phased supply recommendations with vendor lead times and build timing
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### Security, audit, and operations maturity
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- Admin diagnostics depth for permissions, migrations, storage, and PDF health
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- Longer-term session history and audit depth beyond the current review filtering and retention cleanup
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- More explicit environment validation on startup
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- Backup verification and restore-drill guidance should keep expanding as the system grows
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## Cross-cutting improvements
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- Stronger validation and error reporting across all APIs
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- More automated tests for auth, settings, files, PDFs, and workflow modules
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- Better mobile behavior in module-level pages
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- Ongoing responsive-density tuning for module-level layouts and data-entry screens
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- Consistent document-template system shared by sales, purchasing, and shipping
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- Clear upgrade path for future module additions without refactoring the app shell
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## Revisit / Deferred Items
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- Local Windows Prisma migration reliability still needs a cleaner documented workflow or tooling wrapper
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- Some generated document and workflow screens still need additional polish for dense, keyboard-efficient operational use
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