mrp/ROADMAP.md

# Roadmap

## Documentation maintenance

- Keep [CHANGELOG.md](D:/CODING/mrp-codex/CHANGELOG.md) updated alongside roadmap-driving feature completion, priority shifts, and notable delivery milestones.
- Keep [SHIPPED.md](D:/CODING/mrp-codex/SHIPPED.md) updated when roadmap items move from planned to delivered.
- 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.

## Product direction

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.

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).

## Near-term priority order

1. Deeper project-side execution visibility, cost/supply rollups, and project cockpit refinement
2. Manufacturing routing/work-center depth, labor capture, and capacity-aware execution views
3. Dashboard KPI, alert, recent-activity, and exception-widget expansion
4. Longer-term session history and audit depth beyond the current review filtering and retention cleanup

## Active roadmap

### Platform and operational docs

- Keep the Windows Prisma migration workflow clearer and less fragile for local contributors
- Continue tightening backup, restore, and support-runbook guidance as operations maturity grows
- Preserve the single-container deployment path while improving diagnostics and supportability

### Dashboard

- Expand `Dashboard` by modular panels rather than redesigning it into a different shell
- Add richer KPI widgets, alerts, recent-activity queues, and exception reporting
- Add deeper project, manufacturing, purchasing, shipping, and audit/system-health widgets

### CRM and master data

- 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 downstream quote/order/purchasing/shipping data grows further
- 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
- CRM document rollups and broader account-role depth that were deferred until downstream modules matured

### Inventory

- Item master enrichment: categories, alternate part numbers, revisions, reorder settings, and broader sourcing metadata
- Faster keyboard-heavy item/BOM entry refinement beyond the current searchable pickers
- Better warehouse dashboards for on-hand, shortages, reservations, and recent movement
- BOM revision support and clearer where-used visibility
- Bulk item import/export and mass-update utilities

### Sales and purchasing

- Vendor exception handling for acknowledgements, invoice matching, receipt discrepancies, and related inbound follow-up
- Deeper carrier/commercial defaults where they improve order-entry speed
- Line duplication, drag ordering, and keyboard-first line editing
- Saved customer defaults for tax, freight, and commercial terms
- Richer dashboard widgets for recent quotes, open orders, purchasing queues, and shipping exceptions
- Better totals breakdown visibility on list pages and detail pages
- Faster document cloning and quote-to-order style conversions across document types

### Shipping and logistics

- 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
- Printer-friendly reprint/history actions for logistics documents

### Projects and program management

- Project document hub for drawings, support files, correspondence, and revision references
- Non-manufacturing work packages for long-running execution tracking
- Deeper project-level cost, material, schedule, and delivery rollups beyond the current purchasing/readiness cockpit
- Cross-functional visibility for engineering, purchasing, manufacturing, shipping, and customer communication
- Project templates for repeatable build types
- Project-specific attachment bundles and revision snapshots
- One-screen project cockpit with deeper cost, material, schedule, shipping, and action-oriented summary workflows
- Better cross-links between project, customer, order, shipment, and inventory records
- Project filtering by customer, owner, status, due date, and risk
- Project activity timeline and audit-friendly milestone history

### Manufacturing execution

- Work orders tied more explicitly to sales demand or internal build demand where appropriate
- Routing/work-center structure for manufacturing steps and handoffs beyond the current station templates
- Material consumption depth, WIP tracking, and execution traceability
- Labor and machine-time capture for production execution
- Manufacturing rollups for open work, blockers, shortages, and throughput
- Traveler/job packet output
- Partial completions and split-order execution visibility
- Better shortage and substitute-part handling
- Shop-floor quick actions and dense tablet-friendly execution views
- Rework / hold / scrap tracking
- Work-center dashboards and operator-focused queues

### Planning and scheduling

- Task dependencies, milestones, and progress updates
- Manufacturing calendar views and deeper bottleneck visibility beyond the shipped station load and overload workbench summaries
- Labor and machine scheduling support beyond the shipped station calendar/capacity foundation
- Theme-compliant workbench scheduling surfaces for light/dark mode
- Collapsible schedule groupings and saved planner views
- Richer conflict handling, queue-slot suggestions, and auto-rebalance logic beyond the shipped station-lane drag scheduling
- Critical-path and overdue highlighting
- Richer finite-capacity warnings, automated rebalance logic, and station drag-rescheduling beyond the shipped overload indicators and workbench rebalance controls
- Better mobile and tablet behavior for shop-floor lookups
- Faster filtering by project, customer, work center, and status

### Demand planning and supply generation

- Deeper planner drilldowns from demand source to buy/build action without re-keying data
- Better shortage and substitute-part guidance during planning review
- Saved planning views by customer, project, item family, and shortage state
- Time-phased supply recommendations with vendor lead times and build timing

### Security, audit, and operations maturity

- Admin diagnostics depth for permissions, migrations, storage, and PDF health
- Longer-term session history and audit depth beyond the current review filtering and retention cleanup
- More explicit environment validation on startup
- Backup verification and restore-drill guidance should keep expanding as the system grows

## 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

## Revisit / Deferred Items

- Local Windows Prisma migration reliability still needs a cleaner documented workflow or tooling wrapper
- Some generated document and workflow screens still need additional polish for dense, keyboard-efficient operational use