142 lines
11 KiB
Markdown
142 lines
11 KiB
Markdown
# Shipped
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This file tracks roadmap phases, slices, and major foundations that have already shipped. Remaining work lives in [ROADMAP.md](D:/CODING/mrp-codex/ROADMAP.md).
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## 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 plus persisted session visibility and revocation
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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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- Inventory item master, BOM, warehouse, and stock-location foundation
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- Inventory transactions, on-hand tracking, and item attachments
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- Inventory transfers, reservations, available-stock visibility, and work-order-driven material reservation automation
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- Sales quotes and sales orders with commercial totals logic
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- Purchase orders with vendor lookup, item lines, totals, and quick status actions
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- Purchase-order line selection restricted to inventory items flagged as purchasable
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- Purchase receiving foundation with warehouse/location posting, receipt history, and per-line received quantity tracking
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- Finance module with sales-order-linked customer payments, live spend/margin rollups across linked purchase orders and manufacturing, finance costing assumptions, and CapEx tracking for equipment, tooling, and consumables
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- Branded sales quote, sales order, and purchase-order PDF templates through the shared Puppeteer pipeline
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- Shipping shipment records linked to sales orders
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- Inventory-backed shipment picking with stock issue posting from warehouse locations and shipment-side pick history
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- Packing-slip, shipping-label, and bill-of-lading PDF rendering for shipments
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- Logistics attachments directly on shipment records
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- Projects foundation with customer, quote, sales-order, shipment, owner, due-date, notes, and attachment linkage
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- Reverse project linkage visibility on quote and sales-order detail pages, plus project-context carry-through into generated work orders and purchase orders with sales-order-driven backfill for existing records
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- Project milestones, inline milestone quick-status actions, and project-side milestone/work-order rollups
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- 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
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- Project list/detail/create/edit workflows and dashboard program widgets
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- Manufacturing foundation with work orders, project linkage, operation execution controls, operator assignment, timer-based and manual labor posting, required hold reasons for `On Hold` status changes, material issue posting, completion posting, and work-order attachments
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- Manufacturing stations, item routing templates, editable station calendars/capacity settings, automatic work-order operation planning, and operation-level rescheduling for the workbench schedule
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- Vendor invoice/supporting-document attachments directly on purchase orders
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- Vendor-detail purchasing visibility with recent purchase-order activity
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- Revision comparison UX for changed sales and purchasing documents, including purchase-order revision persistence
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- Audit trail coverage across core settings, inventory, purchasing, project, sales, and manufacturing write flows
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- Admin diagnostics screen with runtime footprint, record counts, storage-path visibility, and recent audit activity
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- Dedicated user-management screen for account creation, activation, role assignment, and role-permission editing
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- CRM customer/vendor changes and shipping mutations covered by the shared audit trail
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- Startup validation during server boot with checks for storage paths, writable directories, database connectivity, client bundle readiness, Chromium availability, and risky production defaults
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- Backup/restore guidance and exportable support bundles surfaced through the admin diagnostics workflow
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- Backup verification checklist and restore-drill runbook surfaced through the admin diagnostics workflow
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- Support-log viewing for startup warnings, HTTP failures, and server errors surfaced through the admin diagnostics workflow
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- Route-level frontend code-splitting and vendor chunking to keep the initial client payload lighter
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- SKU-searchable BOM component selection for inventory-scale datasets
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- Theme persistence fixes and denser responsive workspace layouts
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- Startup brand-theme hydration so Company Settings colors and font persist correctly across refresh
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- Full-site density normalization pass across active CRM, inventory, settings, dashboard, and login screens
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- Live planning workbench timelines driven by project and manufacturing data
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- Planning workbench with heatmap, overview, and agenda modes plus exception rail, focus drawer, station load grouping, readiness scoring, and inline dispatch actions
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- Finite-capacity foundation with station working-day calendars, daily/parallel capacity settings, and calendar-aware operation scheduling
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- Planner-side workbench rebalance controls for operation scheduling, with quick shift moves, heatmap-day targeting, station-to-station reassignment, station-lane drag scheduling, and planned-vs-actual station load visibility
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- Sales-order demand planning with multi-level BOM explosion, stock/open-supply netting, and build/buy recommendations
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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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## Shipped roadmap phases
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### Phase 3: Sales and purchasing documents
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- Sales approval stamps and automatic revision history on quotes and sales orders
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- Purchase-order supporting documents through the shared attachment pipeline
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- Vendor-detail purchasing visibility for recent purchase-order activity
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### Phase 5: Projects and program management
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- Project records with customer linkage, status, owner, priority, due dates, milestones, and notes
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- Project milestone status tracking and project-side milestone/work-order rollups
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- Project-to-quote, sales-order, and shipment linkage for delivery context
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- Quote-to-sales-order project carry-through plus reverse-linked project visibility from the sales workflow
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- Project attachments through the shared file pipeline
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- Project list/detail/create/edit flows and dashboard visibility
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### Phase 6: Manufacturing execution
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- Work orders tied to manufactured or assembly items, with optional project linkage
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- BOM-based material requirement visibility from the work-order record
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- Material issue posting that creates real inventory issue transactions
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- Production completion posting that creates finished-goods receipt transactions
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- Work-order list/detail/create/edit flows, attachments, and dashboard visibility
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### Phase 7: Planning and scheduling
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- Live workbench schedule backed by active projects and open manufacturing work orders
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- Project due-date milestones, manufacturing sequencing links, and standalone work-queue visibility
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- Planning exception queue for overdue or at-risk project/manufacturing schedule items
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- Station load summaries, release-ready visibility, and inline workbench follow-through actions for release/build/buy dispatch
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### Phase 8: Demand planning and supply generation
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- Sales-order demand planning from approved or active demand records
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- Multi-level BOM explosion from sales-order lines through manufactured and assembly children
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- Netting against available stock, active reservations, open work orders, and open purchase orders
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- Build and buy recommendations surfaced directly from the sales-order workflow
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- Prefilled work-order and purchase-order draft generation launched from demand-planning recommendations
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- Generated work orders and purchase orders now auto-carry linked project context when demand traces back to a project-linked sales order
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- Shared shortage and readiness rollups surfaced across dashboard, planning, project, purchasing, and manufacturing views
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- Preferred-vendor sourcing on inventory items for buy-side planning defaults
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- Pegged work-order and purchase-order supply links back to originating sales demand
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- Planning recommendations now reduce against already-linked draft/open supply to avoid duplicate WO/PO generation
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### Phase 9: Security, audit, and operations maturity
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- Audit trail coverage across core write flows for settings, inventory, sales, purchasing, projects, and manufacturing
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- Admin diagnostics screen for runtime footprint, storage visibility, key record counts, and recent audit activity
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- Expanded role-management UI with account creation, activation, role assignment, and permission administration
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- Persisted auth-session tracking with admin visibility into active, expired, and revoked sign-ins
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- Server-side logout and admin session revocation for JWT-backed access
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- Session review filtering, unusual-access cues, diagnostics rollups, and startup pruning of stale expired/revoked auth sessions
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- Shared destructive-action confirmation and recovery messaging for admin, sales, purchasing, shipping, inventory, manufacturing, project, warehouse/form-editor, and attachment workflows
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- CRM customer/vendor changes and shipping mutations covered by the shared audit trail
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- Startup validation during server boot with checks for storage paths, writable directories, database connectivity, client bundle readiness, Chromium availability, and risky production defaults
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- Backup/restore guidance, support-bundle exports, and support-log viewing surfaced through the admin diagnostics workflow
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## Shipped quality-of-life slices
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- Purchase-order item entry restricted to purchasable inventory items only
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- Inventory transfers between warehouses and locations
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- Manual and work-order-driven inventory reservations
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- Reserved and available stock visibility on inventory item detail and stock-by-location views
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- Searchable operational pickers for customers, vendors, SKUs, BOM components, and other dense record selectors
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- Route-level lazy loading and vendor chunking for a lighter initial client payload
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- Persisted auth-session review filtering and admin-side access review cues
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- Destructive-action confirmation coverage expanded into project customer/document unlinking and form-row removals in sales, purchasing, inventory, and warehouse editors
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- Support-log filtering, retention cleanup, and richer filtered support-bundle exports in admin diagnostics
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- Inventory thumbnail staging on item create/edit plus dedicated detail-page thumbnail display
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- Demand-planning PO draft generation no longer applies mismatched sales-order line links to BOM child buy recommendations
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- User-management saves now accept blank-password edits for existing users and surface errors in-page
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