mrp/ROADMAP.md

Roadmap

Documentation maintenance

• Keep CHANGELOG.md updated alongside roadmap-driving feature completion, priority shifts, and notable delivery milestones.
• Keep 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, INSTRUCTIONS.md, STRUCTURE.md, and UNRAID.md in the same change set.

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.

This file tracks work that still needs to be completed. Shipped phase history and completed slices now live in SHIPPED.md.

Near-term priority order

1. Support-log filtering, retention controls, and broader support-package polish
2. Revision comparison UX for changed sales and purchasing documents
3. Project milestones, project rollups, and deeper project-side execution visibility
4. Manufacturing routing/work-center depth, labor capture, and capacity-aware execution views
5. Dashboard KPI, alert, recent-activity, and exception-widget expansion

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
• Revision comparison UX for changed customer-facing and purchasing documents
• 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
• Milestones, checkpoints, and non-manufacturing work packages for long-running execution tracking
• Project-level commercial, material, schedule, and delivery rollups
• 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 commercial, material, schedule, and shipping summary
• 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 bottleneck visibility
• Labor and machine scheduling support
• Theme-compliant gantt customization for light/dark mode
• 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

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

• Support-log filtering, retention controls, and broader support-package polish
• 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