105 lines
4.5 KiB
Markdown
105 lines
4.5 KiB
Markdown
# Roadmap
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## Product direction
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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.
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## Current status
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### Completed: Foundation release
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- Monorepo-style workspace with `client`, `server`, and `shared`
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- React + Vite + Tailwind frontend shell
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- Express + TypeScript backend shell
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- Prisma + SQLite schema foundation with committed initial migration
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- Local authentication with JWT-based session flow
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- RBAC permission model and protected routes
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- Central Company Settings with runtime branding controls
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- Light and dark mode theme system
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- Local file attachment storage under `/app/data/uploads`
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- Puppeteer PDF service foundation with branded company-profile preview
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- CRM reference entities for customers and vendors
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- CRM customer and vendor create/edit/detail workflows
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- CRM search, filters, and persisted status tagging
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- CRM contact-history timeline with authored notes, calls, emails, and meetings
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- CRM shared file attachments on customer and vendor records, including delete support
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- CRM reseller hierarchy, parent-child customer structure, and reseller discount support
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- CRM multi-contact records, commercial terms, lifecycle stages, operational flags, and activity rollups
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- Theme persistence fixes and denser responsive workspace layouts
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- SVAR Gantt integration wrapper with demo planning data
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- Multi-stage Docker packaging and migration-aware entrypoint
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- Docker image validated locally with successful app startup and login flow
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- Core project documentation in `README.md`, `INSTRUCTIONS.md`, and `STRUCTURE.md`
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### Current known gaps in the foundation
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- 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
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- The frontend bundle is functional but should be code-split later, especially around the gantt module
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- CRM reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later
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## Planned feature phases
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### Phase 1: CRM and master data hardening
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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 quotes, orders, and purchasing documents exist
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### Phase 2: Inventory and manufacturing core
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- Item master and SKU structure
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- Warehouse and stock location modeling
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- Inventory transactions and on-hand tracking
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- Bills of materials and custom assemblies
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- Project records tied to manufacturing work
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- File attachments for BOM drawings and manufacturing support docs
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### Phase 3: Sales and purchasing documents
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- Quotes, sales orders, and purchase orders
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- Reusable line-item and totals model
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- Document states, approvals, and revision history
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- Branded PDF templates rendered through Puppeteer
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- Attachments for vendor invoices and supporting documents
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### Phase 4: Shipping and logistics
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- Shipment records linked to sales orders
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- Bills of lading, packing slips, and shipping BOM PDFs
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- Carrier, package, and tracking data
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- Outbound shipment status workflow
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- Scanned logistics-document attachment handling
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### Phase 5: Manufacturing planning and scheduling
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- Live project-backed SVAR gantt timelines
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- Task dependencies, milestones, and progress updates
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- Manufacturing calendar views and bottleneck visibility
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- Labor and machine scheduling support
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- Theme-compliant gantt customization for light/dark mode
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### Phase 6: Security, audit, and operations maturity
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- Expanded role management UI
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- Permission assignment administration
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- Audit trail coverage across critical records
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- Backup/restore workflow documentation and scripts
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- Health checks, startup diagnostics, and production readiness cleanup
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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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## Near-term priority order
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1. Inventory item and BOM data model
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2. Sales order and quote foundation
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3. Shipping module tied to sales orders
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4. Live manufacturing gantt scheduling
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5. Expanded role and audit administration
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