mrp/SHIPPED.md

Shipped

This file tracks roadmap phases, slices, and major foundations that have already shipped. Remaining work lives in 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