md file and gap fix
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# ERP Distribution — Master Plan
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## What Already Exists
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| Area | Status | Notes |
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|---|---|---|
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| JWT Authentication | Done | Token generation, claims, 120-min expiry |
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| Permission-based Authorization | Done | Dynamic policy provider, role → permission mapping |
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| User Management | Done | CRUD, role assignment, scope assignment (region/route/store) |
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| Role Management | Done (read-only) | 6 roles seeded, no create/update via API |
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| Region / Route / Vehicle CRUD | Done | Full API surface with permission checks |
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| Store / Warehouse CRUD | Done | Full API surface with permission checks |
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| Order CRUD | Done | Scope-aware (user only sees their assigned stores) |
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| Unit of Work + Repositories | Done | Transaction support throughout |
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| Soft Deletes | Done | IsActive pattern on all entities |
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## Known Gaps in Existing System (Pre-Work)
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These are not new features — they are fixable holes in what's already built.
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They must be resolved before new feature steps begin because later steps depend on correct foundations.
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| Gap | Impact |
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|---|---|
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| Route DTOs missing RegionId | Can't link routes to regions via API |
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| Store DTOs missing RouteId | Can't link stores to routes via API |
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| Role endpoints have no [Authorize] | Anyone can read roles without authentication |
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| JWT key & DB credentials in appsettings.json | Security risk in any shared/production environment |
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| No input validation on any DTO | Bad data can enter the system silently |
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| Item model is empty (no properties) | OrderItems reference items that have no data |
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---
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## Feature Steps
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| # | Feature | Status | Depends On | Detail File |
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|---|---|---|---|---|
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| 00 | Existing Gap Fixes | Not Started | — | [00_existing_gaps.md](./00_existing_gaps.md) |
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| 01 | Item Catalog | Not Started | 00 | [01_item_catalog.md](./01_item_catalog.md) |
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| 02 | Stock Ledger | Not Started | 01 | [02_stock_ledger.md](./02_stock_ledger.md) |
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| 03 | Ride Lifecycle | Not Started | 02 | [03_ride_lifecycle.md](./03_ride_lifecycle.md) |
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| 04 | Loading Event | Not Started | 03 | [04_loading_event.md](./04_loading_event.md) |
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| 05 | Delivery Ride Execution | Not Started | 04 | [05_delivery_ride.md](./05_delivery_ride.md) |
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| 06 | Sale Ride Execution | Not Started | 04 | [06_sale_ride.md](./06_sale_ride.md) |
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| 07 | Ride Close & Reconciliation | Not Started | 05, 06 | [07_ride_reconciliation.md](./07_ride_reconciliation.md) |
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| 08 | Sales Agent Controls | Not Started | 07 | [08_sales_agent_controls.md](./08_sales_agent_controls.md) |
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| 09 | Fraud Controls & Audit Trail | Not Started | 08 | [09_fraud_controls.md](./09_fraud_controls.md) |
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---
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## Feature Summaries
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### 00 — Existing Gap Fixes
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Fix all known holes in the current codebase before new features are layered on top.
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Includes DTO field gaps, missing authorization on role endpoints, secrets management,
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and adding input validation across all existing endpoints.
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**Gate**: All existing API endpoints behave correctly and securely before step 01 begins.
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### 01 — Item Catalog
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Define the Item entity with real properties (name, SKU, unit of measure, category, price tiers).
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Items are the unit of stock — nothing in the stock ledger makes sense without them.
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This step also covers the Item CRUD API and how items relate to orders.
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**Gate**: An item can be created, updated, and referenced in an order with quantity and price.
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### 02 — Stock Ledger
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Introduce the concept of stock per location. Every warehouse (fixed or vehicle) holds a quantity
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of each item. Stock is never edited directly — all changes happen through movement transactions
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(load, sale, return, damage, adjustment). The current balance is always the running sum.
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This is the single most important architectural decision for the whole system.
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**Gate**: Stock balance for any item at any location can be queried. Every change is a traceable transaction.
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### 03 — Ride Lifecycle
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A ride is a session that turns a vehicle into a temporary warehouse. It has a state machine:
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Draft → Open → Active → Closed. A vehicle can only be on one active ride at a time.
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Two ride types exist: Delivery (pre-orders) and Sale (van sales). The ride tracks who is driving,
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which route, which vehicle, and when it started and ended.
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**Gate**: A ride can be created, opened, and closed. A vehicle's stock ledger is created when a ride opens.
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### 04 — Loading Event
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When a ride opens, stock must be physically loaded from a source warehouse onto the vehicle.
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This is a two-party event: warehouse manager confirms what was dispatched, driver confirms what was received.
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Discrepancies between the two are flagged immediately and require resolution before the ride goes active.
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The loading event creates stock movement transactions that debit the warehouse and credit the vehicle.
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**Gate**: Stock moves from warehouse to vehicle via a confirmed loading event. Any discrepancy is logged.
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### 05 — Delivery Ride Execution
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On a delivery ride, the driver fulfills pre-confirmed orders. Each order becomes a delivery task.
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The driver marks each as delivered, partially delivered, or failed. Partially delivered orders
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generate a credit note for the undelivered quantity. Customer confirmation (signature or OTP)
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is required to mark a delivery complete. Stock movements are created per delivery event.
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**Gate**: A delivery ride can execute all orders on its route and produce a delivery report.
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### 06 — Sale Ride Execution
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On a sale ride, the driver visits customers and creates invoices on the spot. No pre-orders exist.
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The driver selects items, quantities, and prices (within approved discount limits), and the invoice
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is generated immediately. Payment is collected (cash or credit) at the point of sale.
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The vehicle's stock ledger decreases with each sale. The driver cannot sell more than what is loaded.
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**Gate**: A sale ride can generate invoices in the field. Stock on vehicle decreases with each sale.
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### 07 — Ride Close & Reconciliation
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When a ride ends, the system performs a full reconciliation. The equation must balance:
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Opening Stock − Sales − Damages + Returns = Closing Stock (physical count)
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Cash Collected + Credit Extended = Total Sales − Returns
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Any variance must be approved by a supervisor with a reason code before the ride can close.
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Unresolved variances are logged as discrepancies against the agent's record.
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**Gate**: A ride cannot close with an unexplained variance. All discrepancies are permanently recorded.
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### 08 — Sales Agent Controls
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Agents operate within boundaries set by their role level. This step wires role levels to business rules:
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discount limits per agent level, credit limits per customer, maximum single-transaction value,
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and approval chains for exceptions. Supervisors can grant one-time overrides logged against their account.
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**Gate**: An agent cannot exceed their limits without a logged, authorized override.
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### 09 — Fraud Controls & Audit Trail
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A dedicated audit log records every sensitive event (who, what, when, from where).
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Automated checks flag: returns without a matching prior sale, sales outside the geofenced route,
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agents with consistently high variance rates, and cash collected below invoiced amounts.
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Return approval requires supervisor sign-off before stock is credited. Anomaly reports are
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surfaced to area managers on a scheduled basis.
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**Gate**: Every sensitive event is logged immutably. Automated flags surface to the right level of management.
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---
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## Rules
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1. A feature file must be filled in and reviewed before implementation begins on that step.
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2. Status must be updated in this file whenever a step transitions.
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3. If implementation reveals a design change, the feature file is updated and this plan is revised.
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4. Steps must be done in dependency order — no skipping.
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