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Document the implemented region management endpoints

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Updates mainPlan.md's Region Management table, 10_region_management.md's
status/open-questions/implementation-notes sections, and
BACKEND_API_REFERENCE.md's Regions section to reflect the newly added
target/budget/agency-map/tax-rule/hierarchy/dashboard endpoints, and
flags that the EF Core migration for the new tables is still pending.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
DeepnaPooja
2026-08-30 22:51:46 +05:30
parent 9febae6d63
commit 8b84c8aeb3
3 changed files with 137 additions and 26 deletions
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Distribution/docs/mainPlan.md
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@@ -116,13 +116,13 @@ here — see `SRS_User_Management_Module.pdf`.
| Function | What it does | Status |
|---|---|---|
| `createRegion(name, boundaries)` | Creates a new region record. | Partially implemented — `RegionController` supports create with `Name` only, no `boundaries` field. |
| `assignAreaToRegion(areaId, regionId)` | Links an existing area under a region. | Not implemented — no `Area` entity exists in the schema. |
| `setRegionalTarget(regionId, period, targetValue)` | Sets the sales target for a region for a given period. | Not implemented. |
| `setRegionalBudget(regionId, period, budgetAmount)` | Allocates budget at the regional level. | Not implemented. |
| `mapAgencyToRegion(agencyId, regionId)` | Assigns a Regional Agency's contract scope to a region. | Not implemented — `RegionalAgency` is currently a `Role`, not a distinct agency entity; scope is via `UserRegionScope`. |
| `setRegionalTaxRule(regionId, ruleConfig)` | Overrides tax/pricing rules for a specific region. | Not implemented. |
| `getRegionHierarchy(regionId)` | Returns all areas/territories nested under a region. | Not implemented — see [user_management_PLAN.md](../user_management_PLAN.md) territory hierarchy prerequisite. |
| `getRegionDashboard(regionId, period)` | Aggregated KPIs: sales, fill rate, agency performance for the region. | Not implemented. |
| `assignAreaToRegion(areaId, regionId)` | Links an existing area under a region. | Not implemented — no `Area` entity exists in the schema (see [00_existing_gaps.md](./00_existing_gaps.md#9-no-area-entity-between-region-and-route)). |
| `setRegionalTarget(regionId, period, targetValue)` | Sets the sales target for a region for a given period. | Implemented — `PUT /api/regions/{id}/targets/{period}`, backed by the `RegionalTarget` entity. Restricted to `RegionalManager`+ with region scope, or `RegionalAgency` across any region. |
| `setRegionalBudget(regionId, period, budgetAmount)` | Allocates budget at the regional level. | Implemented — `PUT /api/regions/{id}/budgets/{period}`, backed by the `RegionalBudget` entity. Same access rule as `setRegionalTarget`. |
| `mapAgencyToRegion(agencyId, regionId)` | Assigns a Regional Agency's contract scope to a region. | Implemented — `POST /api/regions/{id}/agencies`, backed by the `RegionAgencyMap` entity. `RegionalAgency` is still a `Role`, not a distinct agency entity — `agencyId` is the `Guid` of an existing `User` holding that role (consistent with `Claim.FK_AgencyUserId`, §18); the endpoint rejects a user who doesn't hold the role. |
| `setRegionalTaxRule(regionId, ruleConfig)` | Overrides tax/pricing rules for a specific region. | Implemented — `PUT /api/regions/{id}/tax-rule`, backed by the `RegionalTaxRule` entity (`RuleConfig` stored as a raw JSON string, not yet consumed by pricing/tax logic elsewhere). |
| `getRegionHierarchy(regionId)` | Returns all areas/territories nested under a region. | Partially implemented — `GET /api/regions/{id}/hierarchy` returns the region's routes and each route's store ids; no `Area` level since that entity doesn't exist yet. |
| `getRegionDashboard(regionId, period)` | Aggregated KPIs: sales, fill rate, agency performance for the region. | Partially implemented — `GET /api/regions/{id}/dashboard?period=...` returns real-time order count, actual sales, target, and budget for the period; no fill-rate or agency-performance metrics yet. |
### 3. Route Management