Product Delivery Roadmap¶
Timeline and milestones for CostEngine (MfgIQ) development and deployment.
Overview¶
This roadmap outlines the phased delivery of CostEngine from MVP to production-ready system.
Total Duration: 6-9 months to production
Team Size: 2-3 developers + 1 designer
Deployment Target: Cloudflare Pages + PostgreSQL + Redis
Phase 1: MVP Foundation (Months 1-3)¶
Goal: Build core workflow end-to-end.
Milestone 1.1: Ingestion & Pipeline¶
Related: UC-101, UC-102, UC-103
| Deliverable | Complexity |
|---|---|
| Excel template design | Medium |
| Field mapping engine | High |
| Parser (pandas/openpyxl) | High |
Acceptance Criteria: - 90% field accuracy on standard templates. - Import completes in <10 seconds.
Milestone 1.2: Core Cost Engine¶
Related: UC-201, UC-202, UC-203
| Deliverable | Complexity |
|---|---|
| Material cost logic | Low |
| Operations (Setup/Cycle) | Medium |
| Batch economics | Medium |
Acceptance Criteria: - Calculations match Excel baseline within ±1%. - 10+ operation routing support.
Milestone 1.3: Explainability & Overrides¶
Phase 2: Production Polish (Months 4-5)¶
Goal: Make system production-ready with versioning and workflow refinements
Milestone 2.1: Versioning & History¶
Related: UC-302, UC-401, UC-802
| Deliverable | Status | Complexity |
|---|---|---|
| Version data model | Not Started | Medium |
| Immutable snapshots | Not Started | High |
| Version comparison UI | Not Started | High |
| Change tracking | Not Started | Medium |
Acceptance Criteria: - All versions immutable - Can compare any two versions - Change reasons tracked
Milestone 2.2: User Management & Auth (Weeks 16-17)¶
| Deliverable | Status | Complexity |
|---|---|---|
| User authentication (JWT) | Not Started | Medium |
| Role-based access control | Not Started | Medium |
| Estimator vs Admin roles | Not Started | Low |
| Audit logging | Not Started | Low |
Milestone 2.3: UI/UX Refinement (Weeks 18-20)¶
| Deliverable | Status | Complexity |
|---|---|---|
| Responsive design | Not Started | Medium |
| Loading states & feedback | Not Started | Low |
| Error recovery flows | Not Started | Medium |
| Keyboard shortcuts | Not Started | Low |
| Tutorial/onboarding | Not Started | Medium |
Phase 3: Customer-Specific Intelligence (Months 6-7)¶
Goal: Add differentiating features for customer-specific pricing
Milestone 3.1: Customer Profiles (Weeks 21-23)¶
| Deliverable | Status | Complexity |
|---|---|---|
| Customer master data | Not Started | Low |
| Default margin rules | Not Started | Medium |
| Payment terms configuration | Not Started | Low |
| Freight calculators | Not Started | Medium |
Milestone 3.2: Templates & Reuse (Weeks 24-26)¶
| Deliverable | Status | Complexity |
|---|---|---|
| Part template library | Not Started | Medium |
| Similar part finder | Not Started | High |
| Copy/modify workflow | Not Started | Low |
Phase 4: Integration & Scale (Months 8-9)¶
Goal: Prepare for integrations and multi-user scale
Milestone 4.1: API Layer (Weeks 27-29)¶
| Deliverable | Status | Complexity |
|---|---|---|
| REST API design | Not Started | Medium |
| API documentation (OpenAPI) | Not Started | Low |
| Authentication for API | Not Started | Low |
| Rate limiting | Not Started | Low |
Milestone 4.2: Tally Integration (Weeks 30-33)¶
Related: UC-701
| Deliverable | Status | Complexity |
|---|---|---|
| Tally ERP connector | Not Started | High |
| Order sync (won quotes) | Not Started | High |
| Material rate updates | Not Started | Medium |
Milestone 4.3: Performance & Hardening (Weeks 34-36)¶
Related: UC-801, UC-901, UC-902
| Deliverable | Status | Complexity |
|---|---|---|
| Database indexing | Not Started | Medium |
| Caching layer (Redis) | Not Started | Medium |
| Background job processing | Not Started | Medium |
| Error monitoring (Sentry) | Not Started | Low |
| Deployment automation | Not Started | Medium |
Delivery Schedule¶
gantt
title CostEngine Development Timeline
dateFormat YYYY-MM-DD
section Phase 1 MVP
Excel Import :2026-02-01, 21d
Cost Engine :2026-02-22, 28d
Explainability :2026-03-22, 21d
Quote Output :2026-04-12, 14d
section Phase 2 Polish
Versioning :2026-04-26, 21d
User Management :2026-05-17, 14d
UI/UX Refinement :2026-05-31, 21d
section Phase 3 Intelligence
Customer Profiles :2026-06-21, 21d
Templates & Reuse :2026-07-12, 21d
section Phase 4 Integration
API Layer :2026-08-02, 21d
Tally Integration :2026-08-23, 28d
Performance :2026-09-20, 21dRisk Mitigation¶
| Risk | Probability | Impact | Mitigation |
|---|---|---|---|
| Excel format variations | High | High | Flexible field mapping + manual override |
| Calculation accuracy | Medium | Critical | Extensive unit tests + customer validation |
| User adoption | Medium | High | Gradual rollout + strong onboarding |
| Tally API changes | Low | Medium | Versioned connector + fallback manual sync |
| Performance at scale | Medium | Medium | Early load testing + caching strategy |
Success Metrics per Phase¶
Phase 1 Success Criteria¶
- 5 pilot customers using system
- 80% of quotes created in CostEngine
- <5% calculation errors vs Excel
- Quote time reduced from 2 hours to <30 minutes
Phase 2 Success Criteria¶
- 20 active users
- Zero data loss incidents
- 95% user satisfaction
- Version comparison used in 50%+ quote revisions
Phase 3 Success Criteria¶
- Customer-specific margins configured for 100% of customers
- Template reuse in 60%+ of new quotes
- Quote win rate improvement +10%
Phase 4 Success Criteria¶
- Tally sync operational for 10+ customers
- API used by at least 1 integration partner
- System handles 200 quotes/day
- <2 second average response time