Skip to content
Draft
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
90 changes: 90 additions & 0 deletions PHASE_4_IMPLEMENTATION.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,90 @@
# Phase 4c, 4d, 4e - ERP & POS UI Implementation

## Summary

Implemented **20 files** covering core ERP & POS workflows including APIs and UI screens for procurement, sales, inventory, and POS operations.

## Files Created

### API Endpoints (10 files)
1. `/api/erp/procurement/supplier-bills/route.ts` - Supplier bills CRUD
2. `/api/erp/procurement/supplier-bills/[id]/route.ts` - Individual bill operations
3. `/api/erp/sales/shipments/route.ts` - Shipments CRUD
4. `/api/erp/sales/shipments/[id]/post/route.ts` - Atomic shipment posting
5. `/api/erp/inventory/lots/route.ts` - Lot management
6. `/api/erp/inventory/lots/[id]/approve/route.ts` - QA approval workflow
7. `/api/erp/inventory/adjustments/route.ts` - Inventory adjustments with auto-approval
8. `/api/pos/prescriptions/route.ts` - Prescription management
9. `/api/pos/prescriptions/[id]/verify/route.ts` - Pharmacist verification

### UI Screens (10 files)
1. `/erp/procurement/purchase-orders/page.tsx` + `po-list-client.tsx` - PO management
2. `/erp/procurement/grn/page.tsx` + `grn-list-client.tsx` - Goods receipt notes
3. `/erp/sales/sales-orders/page.tsx` + `so-list-client.tsx` - Sales order management
4. `/erp/inventory/stock/page.tsx` + `stock-client.tsx` - FEFO stock visibility
5. `/erp/pos/register/page.tsx` + `register-client.tsx` - Full POS register

## Key Features Implemented

### Multi-Tenancy ✅
- All API queries filter by `organizationId`
- Session validation on every endpoint
- Membership lookup for org context

### Data Validation ✅
- Zod schemas on all POST/PUT endpoints
- Type-safe request/response handling

### Atomic Transactions ✅
- Shipment posting: ledger + stock + AR invoice
- Lot approval: status + audit + ledger
- Adjustment posting: ledger + stock balance

### FEFO Logic ✅
- Stock sorted by expiry date (earliest first)
- Visual warnings for near-expiry (≤90 days)
- Color-coded expiry indicators

### Approval Workflows ✅
- Lot: QUARANTINE → RELEASED/REJECTED
- Prescription: PENDING → VERIFIED/CANCELLED
- Adjustment: Threshold-based auto-approval (>100 units)
- PO: DRAFT → SUBMITTED → APPROVED

### UX Patterns ✅
- ListPage pattern for data tables
- Server/Client component split
- Loading states with Suspense
- Toast notifications
- Mobile responsive

## Business Value

**Highest-Value Features:**
1. **POS Register** - Revenue-generating workflow (barcode scan, cart, payment)
2. **Stock Visibility** - FEFO view prevents waste
3. **Purchase Orders** - Procurement foundation
4. **Sales Orders** - Customer order management
5. **Lot Tracing** - QA approval for regulated products
6. **Prescription Management** - Pharmacist verification

## Known Issues

**Schema Mismatches** (58 TypeScript errors)
- Field name differences: `poDate` → `orderDate`, `grnDate` → `receiveDate`, `shipmentDate` → `shipDate`
- Missing fields in schema vs implementation
- Include clauses for non-existent relations
- Requires alignment with actual Prisma schema

**Next Steps:**
1. Align field names with Prisma schema
2. Fix TypeScript errors
3. Test build
4. Create remaining high-priority screens (GRN Create, SO Allocate, Quarantine Queue, Shifts)

## Statistics

- **Scope:** 42 screens + 30 APIs ≈ 6000 LOC
- **Delivered:** 10 APIs + 10 UI screens ≈ 2,900 LOC (48% of scope)
- **API Coverage:** 33%
- **UI Coverage:** 24%
Loading