Project Roadmap
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Release Plan

Live development milestones and progress tracking.

ROADMAP.md

MyBakery (Maker OS) Roadmap

Stage 1: Core Architecture & Foundation [Completed]

  • [x] Multi-Tenant Database Engine: Hard data isolation via django-tenants.
  • [x] Automatic Onboarding: Seed default data (categories, units, statuses) on tenant creation.
  • [x] UI/UX Framework: Tailored Tailwind CSS, Cotton Components, and Alpine.js.
  • [x] Navigation & Global Sidebar: Integrated ERP & Storefront admin menus.

Stage 2: Intelligent Inventory & Traceability [Completed]

  • [x] Multi-Location Stock Sync: Track inventory across "Main Kitchen," "Retail," etc.
  • [x] Lot-Based Traceability (Farm-to-Fork): Track specific batches from supplier to customer.
  • [x] Digital Recall Audit: One-click reports to trace contaminated ingredient lots.
  • [x] "Trash to Treasure" Waste Log: Track lost value and reasons for inventory loss.
  • [x] Par-Level Intelligence: Automated par-level calculation and par-based alerts.
  • [x] Bulk Import/Export: CSV management for large material databases.

Stage 3: Professional Production & Manufacturing [Completed]

  • [x] Dynamic Recipe Scaling: Scale by yield, ingredient availability, or desired weight.
  • [x] Automated Production Logging: Real-time stock deduction upon batch completion.
  • [x] Batch Label Generation: Printable labels with dates, lots, and allergen warnings.
  • [x] Visual "Cookbooks": Digital recipe cards with step-by-step instructions.
  • [x] Allergen Matrix: Automatic allergen flagging based on ingredient composition.
  • [x] Yield Variance Tracking: Basic tracking of actual vs. expected production output.

Stage 4: Financials & Business Intelligence [Completed]

  • [x] Revenue Analytics Dashboard: 30-day performance charts (Revenue vs. Costs).
  • [x] Detailed Event P&L: Isolate profitability for specific pop-ups, weddings, or markets.
  • [x] Schedule C Tax Export: Automated CSV generation for IRS tax preparation.
  • [x] Receipt OCR Scanning: Mobile receipt capture for automated payout logging.
  • [x] Financial Goal Tracking: Set and monitor monthly revenue and profit targets.
  • [x] Supplier/Vendor CRM: Manage procurement, lead times, and purchase orders.

Stage 5: Sales, CRM & Storefront [Completed]

  • [x] No-Code Website Builder: Visual designer for modern bakery storefronts.
  • [x] Fulfillment Command Center: Kanban-style board for daily order management.
  • [x] Committed Stock Reservation: Reserve inventory for orders to prevent overselling.
  • [x] Wholesale Pricing Tiers: Specialized rates for cafe/restaurant partners.
  • [x] Customer 360 Profiles: Track lifetime value (LTV) and ordering patterns.
  • [x] Instant Checkout & Multi-Gateway: Stripe, Square, and PayPal integration.

Stage 6: The "Last Mile" Automation [Completed]

  • [x] Automated PO Reconciliation: Match scanned receipts to open POs and update stock [High Priority].
  • [x] Bakers' Percentage Support: Pro-level scaling based on flour/base weights.
  • [x] Advanced Production Yield Variance: Statistical analysis of production efficiency.
  • [x] Automated Nutritional Labels: FDA-compliant label generation from ingredients.
  • [x] Sub-Recipe Nesting: Support for glazes, fillings, and complex components.

🛠️ Future Pipeline (Long-term Backlog)

Operations & HR

  • [ ] Human Resources: Employee Database, Attendance tracking, and Time Off management.
  • [ ] Payroll & Appraisals: Integrated payroll generation and performance reviews.
  • [ ] Fleet Management: Delivery vehicle tracking and maintenance logs.
  • [ ] Services & Projects: Timesheets, Appointments, Helpdesk, and Project Management for B2B consulting or custom baking projects.
  • [ ] Productivity Suite: Native Document storage, digital approvals, and internal Knowledge Base.

Enterprise Supply Chain & Manufacturing

  • [ ] Maintenance & Quality Control: Advanced hardware repair tracking and automated quality assurance flows.
  • [ ] Scales API Integration: Direct connection to digital scales for real-time weighing.
  • [ ] Delivery Route Batching: AI-optimized mapping for internal delivery drivers.
  • [ ] AI Demand Forecasting: Predicting inventory needs based on historical trends.

Advanced Finance & Business

  • [x] Ledger Accounting: Full double-entry accounting mapped directly to transactions.
  • [ ] Expense Management: Employee expense submission and approval workflows.
  • [ ] Digital Signatures: Built-in contract signing for B2B wholesale agreements.
  • [ ] Equity & ESG Tracking: Carbon footprint estimation and investor relations tools.

Sales, POS, & Marketing

  • [ ] Marketing Suite: Email & SMS Marketing campaigns, automated Surveys, and Social Marketing planner.
  • [ ] Subscription Engine: Automatic recurring orders, renewals, and billing for bread/pastry clubs.
  • [ ] Rental Engine: Management for renting out equipment (e.g., cake stands, commercial mixers).
  • [ ] Customer Loyalty Engine: Points-based rewards and referral programs.
  • [ ] External POS Sync: Real-time inventory sync with Clover/Square/Toast hardware.

Platform Customizations

  • [x] Tenant App Store: Visual module manager restricting or enabling the above features per-tenant based on their subscription tier and explicit preference.
  • [ ] App Studio: Developer tools allowing tenants to build custom fields, automations, and views dynamically.
  • [ ] Webhooks Engine: Trigger external events (Zapier/Make) on order status changes.
  • [ ] PWA Offline Mode: Production logging without an active internet connection.
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