Build status · publicly maintained

What's shipped. What's in flight. What's planned.

We don't claim what we haven't built. This page is the source of truth for REDIS.4U — reconciled against the codebase regularly so what you read here is what's actually working.

Last reconciled · 2026-05-24 Current phase · Phase 5 → Phase 6 Database · 35 production tables
Live Working in production In flight Being built or verified now Planned On the roadmap, not yet started
Shipped & live

Working today, in production.

Every capability below is live in the codebase and exercised in the demo paths we run. Items shown grouped by area — nothing in this section is aspirational.

Foundation Live

Multi-tenant SaaS infrastructure with strict tenant isolation.

  • Tenant-isolated data via Prisma middleware
  • Authentication: login, register, JWT sessions
  • Twenty standard roles, per-tenant permissions
  • Permission-aware dashboard (greys out what a role can't touch)
  • Dark/light theme · installable PWA
QuickBooks Online sync Live

Real-time, push-based. No nightly batch. No export file.

  • Eight entity types kept in sync
  • Per-tenant OAuth with automatic token refresh
  • Backfill button for everything already in QuickBooks
  • Live activity log of every sync event
  • Auto-drain: scheduler + cron + manual
Catalog & inventory Live

Product master with everything operations needs.

  • Categories, barcodes, vendor SKUs and cost
  • Bin-location inventory per warehouse
  • Stock-on-hand views, per product per warehouse
  • Product photo upload (server-resized, EXIF stripped)
  • Spreadsheet import (CSV / XLSX / TSV)
Customers & pricing Live

The customer master everything else reads from.

  • Groups, contacts, delivery days & windows
  • Order cutoffs, preferred contact method
  • Assigned salesperson per customer
  • CML builder with price-floor enforcement
  • Approval workflow and full version history
Orders & fulfillment Live

Draft to closed in one workflow.

  • Full status workflow with idempotent transitions
  • Bin-sorted pick lists, printable any time
  • Warehouse scan via Bluetooth scanner
  • Short-pick handling and auto-PFO creation
  • Returns flow with photos, signature, accept/reject
  • Box-truck load order (reverse stop order)
Routes & driver Live

Routing today, real-time optimization later.

  • Many-to-many customer↔route mapping
  • Day-of-week filtering, manual stop order
  • RouteRuns per route + date + vehicle
  • Driver app shell with delivery capture
  • Order barcode → universal scan resolver
Finance & AR Live

Eight document types, printed where they belong.

  • Invoices, delivery notes, pick lists, pack lists
  • Credit memos, payment receipts, statements
  • PrinterCola: auto-routing by doc type
  • AR aging dashboard, 5-stage dunning escalation
  • Monthly statements cron · order-reminder cron
Customer portal Live

Your customers see what they need to see.

  • JWT-isolated portal sessions
  • Invoices, orders, credit memos, statements
  • Self-serve order entry (always draft)
  • Account balance + statement archive
  • Ordering guide download
Vision & intelligence Live

Where the AI layer stands today.

  • E7 Product Name Interpreter — messy invoice names to your catalog
  • Vision extraction · 10 contexts via Anthropic Claude
  • Three-tier extraction engine (cache → Haiku → Opus)
  • Competitive analysis with manual override
  • Quote PDF + Master Quote aggregator
CReMA Phase 1 Live

Customer management module — opt-in per tenant.

  • Module flag system (toggle on/off per tenant)
  • Credit-hold gate — blocks order creation
  • Planned Recurring Orders with 4 AM cron
  • Take Order mobile flow
  • Customer notes (pinned + important flags)
  • Ordering guide PDF · Resend email path
HUNTER sales pipeline Live

Lead → Won, with one-tap conversion to customer.

  • 5-stage pipeline: Lead → Contacted → Qualify → Present → Won/Lost
  • First contact auto-advances to Contacted
  • Vision scan: business cards, product labels, delivery receipts
  • Close-Won: one transaction creates customer + cloned CML + queued QBO sync
  • Eight closed-lost reason codes for tracking
Developer console Live

Internal observability for platform admins.

  • Vision extraction cost & tier-mix telemetry
  • 12-month stacked-bar of API usage
  • Sovereignty audit · Flow-5 alerts
  • Bridge inbound log · prospect outcome mix
  • Vendor templates registry
In flight

Being built or verified right now.

Code may be on disk, but until it's exercised end-to-end with migrations applied and crons firing in production, it stays in this section. Honesty over optics.

CReMA Order Procurement Pipeline (10 stages + Kanban)

Canonical reactive pipeline for sales-driven order intake. All ten stages and the Kanban view are code-complete; the verification pass to confirm migrations are applied and every cron/webhook fires correctly is the gating work.

In flight
AI sales agent (Pipeline Stage 4)

Replacing the deterministic parser stub with a lean in-process Claude path, wired to a per-tenant learning loop that makes the next sighting of the same raw token exact, free, and instant. Highest-value gap in the pipeline.

In flight
Group-order fan-out (Pipeline Stage 5)

Per-child customer splitting when an order targets a customer group. Each child gets its own draft order and Planned Recurring Order entry.

In flight
Kanban bulk actions

Drag-stage transitions are partial; bulk actions across selected cards currently return a not-implemented response. Both close out this slice.

In flight
Twilio SMS integration

The SMS half of the communications engine — templates, click-to-call, inbound replies, auto-logging to the pipeline. Gated on account setup and phone-number provisioning. Email side (Resend) is already live.

In flight
Native iOS & Android (Capacitor wrap)

Native shell around the existing Next.js app. Native barcode scanner, native push notifications, native print dialog, encrypted on-device cache for walkthrough fingerprints.

In flight
Stripe-on-balance pay link & dunning editor UI

CReMA Phase 2 polish — one-click pay link on outstanding balances, plus an editor for dunning rules so each tenant can tune their own escalation cadence.

In flight
Planned

On the roadmap, not yet started.

The intelligence mesh is the centerpiece of the next year of work. Below: the engine roster with current status, followed by the rest of the roadmap grouped by area.

AI engine mesh — E1 through E11

Ten engines plus a suite of agents. Order built reflects compounding value — E7 first because it makes everything else cheaper, then procurement and demand, then the rest.

E1
Demand Forecasting
Reorder before you stock out. Pipeline-weighted, seasonal-aware.
Planned
E2
Procurement Agent
Which vendor, what quantity, drafted PO ready for review.
Planned
E3
Route Optimization
Least drive time and load manifest. Vehicle-capacity-aware.
Planned
E4
Customer Intelligence
Health scores, churn risk, growth opportunities. Lean slice arrives via Pipeline Stage 4.
Planned
E5
Anomaly Detection
Odd orders, payments, shrinkage — flagged across every event stream.
Planned
E6
Financial Intelligence
Margin and profitability by customer, route, and product. Gates dynamic pricing.
Planned
E7
Product Name Interpreter
Messy invoice names matched to your catalog. Learns every time.
Live
E8
Net Aware
Anonymized network signals for management. Enterprise tier.
Planned
E9
KPIs
Live tiles, period-over-period trends, threshold alerts, salesperson scorecards. Plain-English narrative summaries.
Planned
E10
Sales Engine
Proactive upsell, basket-builder, dynamic CML pricing (E6-gated), ranked daily action queue.
Planned
E11
AI agents suite
Agents layered on top of E1–E10 that act on signals, not just surface them.
Planned

Rest of the roadmap

Routes & real-time Phase 6
  • OR-Tools route optimization on Python/Railway
  • Load plan generator with vehicle capacity
  • Live ETA via WebSocket
  • Customer delivery notifications
  • Delivery manager live map
Procurement deepening Phase 4 polish
  • AP aging PDF
  • Receiving variance PDF
  • 3-way match exception PDF
  • Vendor proposal AI reader
  • Weighted-average cost auto-recalc on receive
  • Lead time UI (recorded vs effective)
QuickBooks deepening Phase 5 polish
  • QBO webhook listener (push back into REDIS.4U)
  • Bill payment + vendor credit producer hooks
  • AP payment-run UI (batch, Comptroller approval)
  • Cash-drawer in/out + QBO transfer push
  • Tax engine (per-line, per-jurisdiction, DoR report)
Sales tools (CReMA extensions) Phase 2+
  • Full COMMS engine (Twilio + Resend + templates)
  • SCHED engine (appointments + ICS export + reminders)
  • ROUTE engine (cold-visit planner with priority scoring)
  • SWEEP engine (territory scraper with ICP filters)
  • Proposal PDF generation from draft CMLs
CReMA standalone Post-monolith
  • Extract core to a turborepo package
  • Standalone app with its own auth, Stripe, Supabase
  • Bridge webhooks for paired deployments
  • Hosted at its own domain
Launch readiness Phase 8
  • Subscription billing via Stripe
  • Tenant onboarding wizard
  • Super-admin portal
  • Full 20+ standard report library
  • QuickBooks App Store listing
  • Intuit technical review
How we update this page

Reconciled, not aspirational.

This page is reconciled against the live codebase regularly. When something moves from in-flight to shipped, it moves here. When something we thought was shipped fails verification, it moves back to in-flight. The categories mean what they say.

  • LiveShipped & live means working in production. Not "coded but unverified" and not "demoed once."
  • In flightIn flight means actively being built, or shipped-but-undergoing-verification. The verification gate matters: code on disk is not the same as a system running.
  • PlannedPlanned means committed to the roadmap with an intended phase. Order reflects priority — what compounds fastest gets built first.

Things not on this page yet aren't being hidden — they're decisions we haven't made. When they're decided they'll appear here, in the right column.

Questions about a specific item, or want context on why something is where it is? Drop us a line — we answer ourselves.