mrp/ROADMAP.md

Roadmap

Product direction

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.

Current status

Completed: 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
• 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
• 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
• Shipping shipment records linked to sales orders
• Packing-slip PDF rendering for shipments
• SKU-searchable BOM component selection for inventory-scale datasets
• Theme persistence fixes and denser responsive workspace layouts
• Full-site density normalization pass across active CRM, inventory, settings, dashboard, and login screens
• SVAR Gantt integration wrapper with demo planning data
• 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

Current known gaps in the foundation

• 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
• The frontend bundle is functional but should be code-split later, especially around the gantt module
• CRM reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later
• The current sales/purchasing/shipping foundation still does not include approvals, revisions, receiving flow, shipment labels, or broader branded transactional PDF coverage beyond packing slips
• The dashboard is now live-data driven, but still needs richer KPI widgets, alerts, recent-activity queues, and exception reporting as more transactional depth is added

Dashboard Plan

• Keep Dashboard as the primary landing surface for operators
• Expand it by modular panels rather than redesigning it for each new feature phase
• Prefer metric cards, exception queues, action shortcuts, and status summaries over static descriptive content
• Add future widgets for purchasing, shipping exceptions, inventory shortages, manufacturing load, and audit/system health
• Treat dashboard modules as upgradeable blocks that can be reordered or expanded without disturbing the shell

Planned feature phases

Phase 1: CRM and master data hardening

• 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 quotes, orders, and purchasing documents exist

QOL subfeatures:

• 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

Phase 2: Inventory and manufacturing core

• Item master and SKU structure
• Warehouse and stock location modeling
• Inventory transactions and on-hand tracking
• Bills of materials and custom assemblies
• Project records tied to manufacturing work
• File attachments for BOM drawings and manufacturing support docs

QOL subfeatures:

• Stock transfers between warehouses and locations
• Reservation and allocation visibility against demand
• Faster SKU search and keyboard-heavy item/BOM entry flows
• Better warehouse dashboards for on-hand, shortages, and recent movement
• BOM revision support and clearer where-used visibility
• Bulk item import/export and mass-update utilities

Phase 3: Sales and purchasing documents

• Quotes, sales orders, and purchase orders
• Reusable line-item and totals model
• Document states, approvals, and revision history
• Branded PDF templates rendered through Puppeteer
• Attachments for vendor invoices and supporting documents

QOL subfeatures:

• Line duplication, drag ordering, and keyboard-first line editing
• Saved customer defaults for tax, freight, and commercial terms
• Inline stock visibility while building quotes and orders
• Restrict purchase-order item entry to purchasable inventory only
• Richer dashboard widgets for recent quotes, open orders, purchasing queues, and shipping exceptions
• Better totals breakdown visibility on list pages and detail pages
• Revision comparison view for changed customer-facing documents
• Faster document cloning and quote-to-order style conversions across document types

Phase 4: Shipping and logistics

• Shipment records linked to sales orders
• Bills of lading, packing slips, and shipping BOM PDFs
• Carrier, package, and tracking data
• Outbound shipment status workflow
• Scanned logistics-document attachment handling

QOL subfeatures:

• Shipment labels and printer-friendly document actions
• 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
• Reprint and history actions for generated logistics PDFs

Phase 5: Manufacturing planning and scheduling

• Live project-backed SVAR gantt timelines
• Task dependencies, milestones, and progress updates
• Manufacturing calendar views and bottleneck visibility
• Labor and machine scheduling support
• Theme-compliant gantt customization for light/dark mode

QOL subfeatures:

• Collapsible schedule groupings and saved planner views
• Drag-and-drop rescheduling improvements
• Critical-path and overdue highlighting
• Capacity warnings for overloaded work centers
• Better mobile and tablet behavior for shop-floor lookups
• Faster filtering by project, customer, work center, and status

Phase 6: Security, audit, and operations maturity

• Expanded role management UI
• Permission assignment administration
• Audit trail coverage across critical records
• Backup/restore workflow documentation and scripts
• Health checks, startup diagnostics, and production readiness cleanup

QOL subfeatures:

• Admin diagnostics screen for permissions, migrations, storage, and PDF health
• Safer destructive-action confirmations and recovery messaging
• Better user/session visibility for operational admins
• More explicit environment validation on startup
• Log-view and export helpers for support/debugging
• Backup verification checklist and restore drill guidance

Revisit / Deferred Items

• Local Windows Prisma migration reliability still needs a cleaner documented workflow or tooling wrapper
• Frontend bundle splitting is still deferred; the Vite chunk-size warning remains
• Sales approvals and document revision history were planned but not yet built
• Broader branded PDFs for quotes and sales orders still need to be added
• Shipping is now linked to sales orders, but labels, bills of lading, and logistics attachments are still pending
• Inventory transactions exist, but transfers, reservations, and more advanced stock controls still need follow-up
• CRM document rollups and broader account-role depth were deferred until more downstream modules exist
• Audit-trail depth is still thin outside the current record/update flows
• Some generated document and workflow screens still need additional polish for dense, keyboard-efficient operational use
• Dashboard cards now use live data, but richer recent-activity widgets and exception queues are still deferred

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

Near-term priority order

1. Purchase receiving flow and vendor-side operational depth
2. Sales and purchasing PDF templates
3. Shipping labels, bills of lading, and logistics attachments
4. Live manufacturing gantt scheduling
5. Broader audit and operations maturity