# ERP Distribution — Master Plan

## What Already Exists

| Area | Status | Notes |
|---|---|---|
| JWT Authentication | Done | Token generation, claims, 120-min expiry |
| Permission-based Authorization | Done | Dynamic policy provider, role → permission mapping |
| User Management | Done | CRUD, role assignment, scope assignment (region/route/store) |
| Role Management | Done (read-only) | 6 roles seeded, no create/update via API |
| Region / Route / Vehicle CRUD | Done | Full API surface with permission checks |
| Store / Warehouse CRUD | Done | Full API surface with permission checks |
| Store Management (Beyond CRUD) | Done | Credit limit, KYC, segment, dashboard, scheme eligibility; see [12_store_management.md](./12_store_management.md) |
| Order CRUD | Done | Scope-aware (user only sees their assigned stores); an `Order` is now created only as a side effect of `Sale` creation, not standalone — see §1 Order Management notes below |
| Sale & Payment | Done | `Features/Sale` creates a `Sale`+linked `Order` together (pricing, KYC threshold, immediate-handover stock check); `Features/Payment` records collections against a `Sale` and drives its `PaymentStatus` |
| Unit of Work + Repositories | Done | Transaction support throughout |
| Soft Deletes | Done | IsActive pattern on all entities |
| Price Lists / Suppliers | Done | Region-scoped price lists + supplier master; see [14_pricing_and_suppliers.md](./14_pricing_and_suppliers.md) |
| Promotions & Trade Schemes | Done | BuyXGetY/FreeBundle/SlabDiscount/FlatPercent schemes, free-goods fulfillment, spend/ROI tracking; see [17_promotions_schemes.md](./17_promotions_schemes.md) |
| Procurement / Purchasing | Done | Purchase Order → Goods Receipt → Purchase Return, supplier evaluation; see [15_procurement.md](./15_procurement.md) |
| Returns & Claims Management | Done | Sale returns, claims, supplier claims; see [18_returns_claims.md](./18_returns_claims.md) |

## Known Gaps in Existing System (Pre-Work) — Resolved

Step 00 closed these. Kept here for history; all are fixed in the current codebase.

| Gap | Impact | Resolution |
|---|---|---|
| Route DTOs missing RegionId | Can't link routes to regions via API | Fixed — `CreateRouteRequest`/`UpdateRouteRequest`/`RouteResponse` all carry `RegionId` (`Features/Route/RouteDTOs.cs`). |
| Store DTOs missing RouteId | Can't link stores to routes via API | Fixed — all Store DTOs carry `RouteId` (`Features/Store/StoreDTOs.cs`). |
| Role endpoints have no [Authorize] | Anyone can read roles without authentication | Fixed — `[Authorize]` on `RoleController` (`Features/Role/RoleController.cs`). |
| Item model is empty (no properties) | OrderItems reference items that have no data | Fixed — `Item` has `Sku`/`Name`/`Description`/category/brand/UOM/pricing fields (`Models/Item.cs`). |

### Still open (not a step-00 blocker, tracked separately)

| Gap | Impact |
|---|---|
| JWT key & DB credentials in appsettings.json | Security risk in any shared/production environment — `appsettings.json` still has a literal DB password and placeholder JWT key. |
| No input validation on any DTO | Bad data can enter the system silently. |

---

## Feature Steps

| # | Feature | Status | Depends On | Detail File |
|---|---|---|---|---|
| 00 | Existing Gap Fixes | Done | — | [00_existing_gaps.md](./00_existing_gaps.md) |
| 01 | Item Catalog | Done | 00 | [01_item_catalog.md](./01_item_catalog.md) |
| 02 | Stock Ledger | Done | 01 | [02_stock_ledger.md](./02_stock_ledger.md) |
| 03 | Ride Lifecycle | Done | 02 | [03_ride_lifecycle.md](./03_ride_lifecycle.md) |
| 04 | Loading Event | Done | 03 | [04_loading_event.md](./04_loading_event.md) |
| 05 | Delivery Ride Execution | Done | 04 | [05_delivery_ride.md](./05_delivery_ride.md) |
| 06 | Sale Ride Execution | Done | 04 | [06_sale_ride.md](./06_sale_ride.md) |
| 07 | Ride Close & Reconciliation | Not Started | 05, 06 | [07_ride_reconciliation.md](./07_ride_reconciliation.md) |
| 08 | Sales Agent Controls | Not Started | 07 | [08_sales_agent_controls.md](./08_sales_agent_controls.md) |
| 09 | Fraud Controls & Audit Trail | Not Started | 08 | [09_fraud_controls.md](./09_fraud_controls.md) |
| 10 | Region Management (Beyond CRUD) | Not Started | 00 | [10_region_management.md](./10_region_management.md) |
| 11 | Route & Sales Visit Management | Not Started | 00 | [11_route_sales_management.md](./11_route_sales_management.md) |
| 12 | Store Management (Beyond CRUD) | Done | 00 | [12_store_management.md](./12_store_management.md) |
| 13 | Fleet Management (Beyond CRUD) | Not Started | 00 | [13_fleet_management.md](./13_fleet_management.md) |
| 14 | Pricing & Supplier Master Data | Done | 01 | [14_pricing_and_suppliers.md](./14_pricing_and_suppliers.md) |
| 15 | Procurement / Purchasing | Done | 01, 14 | [15_procurement.md](./15_procurement.md) |
| 16 | Sales Force Automation / CRM | Not Started | 12 | [16_sfa_crm.md](./16_sfa_crm.md) |
| 17 | Promotions & Trade Scheme Management | Done | 01, 14 | [17_promotions_schemes.md](./17_promotions_schemes.md) |
| 18 | Returns & Claims Management | Done | 05, 06 | [18_returns_claims.md](./18_returns_claims.md) |
| 19 | Finance & Accounting | Not Started | 05, 06, 18 | [19_finance_accounting.md](./19_finance_accounting.md) |
| 20 | Reporting, Analytics & BI | Not Started | all prior | [20_reporting_analytics.md](./20_reporting_analytics.md) |
| 21 | Notifications & Alerts | Not Started | 02, 12, 08 | [21_notifications_alerts.md](./21_notifications_alerts.md) |
| 22 | Integration & API Layer | Not Started | 19, 13 | [22_integration_api.md](./22_integration_api.md) |
| 23 | Mobile & Offline Capability | Not Started | 05, 06 | [23_mobile_offline.md](./23_mobile_offline.md) |

Steps 00–09 are the original ride/stock-ledger roadmap and keep their strict dependency order.
Steps 10–23 fill in every remaining area from the [Function Reference by Feature](#function-reference-by-feature)
section above that wasn't already covered by 00–09; they depend only on the specific earlier steps
noted above, not on the full 00–09 chain, and can be resequenced relative to each other as
priorities become clearer.

---

## Function Reference by Feature

Reference only, not a build plan — background material to consult while planning/implementing the
steps above and below. Service-layer function names and what each should do when implemented.
Names are illustrative (camelCase) — adapt to your language/framework conventions. None of the
functions below are implemented yet unless noted. User Management/RBAC functions aren't repeated
here — see `SRS_User_Management_Module.pdf`.

### 1. Order Management

> **Design change since this section was first written**: `Order` is no longer created directly
> from `storeId/items/salesRepId`. Order creation was folded into `Features/Sale` — every `Order`
> is now a 1:1 side effect of `SaleService.CreateAsync` (see §6 Sale Ride Execution). `POST
> /api/orders` (`OrderService.CreateAsync`) is now just a lookup — it throws
> `"Orders are created automatically from sales"` if called for a sale that doesn't already have
> one, rather than creating a standalone order. All the validation described below (stock check,
> KYC threshold, pricing) now happens in `SaleService.CreateAsync`
> (`Features/Sale/SaleService.cs`), not `OrderService`.

| Function | What it does | Status |
|---|---|---|
| `createOrder(storeId, items[], salesRepId)` | Validates stock/credit, creates a new order in `pending` state. | Superseded — see design-change note above. The equivalent entry point is `SaleService.CreateAsync` (`createSale`, §6), which creates the `Sale` and its linked `Order` together. `OrderService.CreateAsync` itself only fetches the existing order for a given `SaleId`. |
| `validateCreditLimit(storeId, orderAmount)` | Checks store's outstanding balance + new order value against its credit limit. | Not implemented - `Store` has `CreditLimit` and `OutstandingBalance`, but there is no dedicated validator or sale/order-time credit-limit enforcement yet. |
| `checkStockAvailability(items[])` | Confirms requested SKUs/quantities are available at the fulfilling warehouse. | Partially implemented — `SaleService.CreateAsync` checks `StockBalance` at the ride's vehicle, but **only** when `FulfillImmediately = true` and a `RideId` is supplied (immediate van-sale handover); a deferred/pending sale does no stock check at create time at all. Not warehouse-wide, not reserved — a failed check simply returns `null` (400) rather than a typed error. |
| `applyPricingAndDiscounts(orderId)` | Runs the active price list and eligible scheme rules against order lines. | Partially implemented — `SaleService.CreateAsync` resolves the price-list half via `ResolveUnitPriceAsync` → `PriceListService.ResolvePriceAsync` (region-scoped via the store's route → `Item.SalePrice` fallback, or a caller-supplied `UnitPrice` validated against `[MinPrice, Price]`). The scheme-discount half is a separate call — `SchemeService.EvaluateEligibilityAsync`/`ApplySchemeAsync` (§11) — not auto-invoked from `createSale`; the caller applies a scheme explicitly via `POST /api/orders/{id}/apply-scheme` after the order exists. |
| `submitOrderForApproval(orderId)` | Routes the order to the correct approver based on its value/discount threshold. | Not implemented — depends on [08_sales_agent_controls.md](./08_sales_agent_controls.md). |
| `approveOrder(orderId, approverId)` / `rejectOrder(orderId, reason)` | Moves order to `approved` or `rejected`, logging the actor. | Not implemented. |
| `updateOrderStatus(orderId, status)` | Transitions order through `pending → approved → picked → dispatched → delivered → invoiced`. | Implemented, with a smaller state machine than described — `Models/Enums.cs` defines `OrderStatus { Pending, PartiallyFulfilled, Fulfilled, Cancelled }`; `OrderService.UpdateAsync` (`PUT /api/orders/{id}`) sets `Order.Status` directly (any status accepted, no transition guard) and mirrors it onto the linked `Sale.Status`/`CompletedAt`. No `approved/picked/dispatched/invoiced` states exist. |
| `convertOrderToInvoice(orderId)` | Generates the invoice once the order is dispatched/delivered. | Not implemented — depends on §13 Finance & Accounting. |
| `createBackorder(orderId, unfulfilledItems[])` | Splits unfulfillable quantity into a linked backorder. | Not implemented. |
| `cancelOrder(orderId, reason)` | Cancels an order pre-dispatch and releases any reserved stock. | Partially implemented — `OrderService.DeleteAsync` (`DELETE /api/orders/{id}`) soft-deletes the order and cascades `Sale.Status = Cancelled`, but takes no reason code and releases no reserved stock (nothing is reserved at create time to release). |
| `getOrdersByStore(storeId)` / `getOrdersBySalesRep(salesRepId)` | Scoped order listings. | `getOrdersByStore` implemented (`GET /api/orders/store/{storeId}`). `getOrdersBySalesRep` not implemented. |
| `getOrderAnalytics(filters)` | Returns fill rate, average order value, rejection rate over a period. | Not implemented. |

### 2. Region Management

| 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. |

### 3. Route Management

| Function | What it does | Status |
|---|---|---|
| `createRoute(name, areaId)` | Creates a new sales visit route within an area. | Partially implemented — `RouteController` supports create, but by `RegionId` not `areaId` (no `Area` entity exists). |
| `assignOutletsToRoute(routeId, outletIds[])` | Maps a set of stores to a route. | Partially implemented — a `Store` has a single `FK_RouteId`, set via `StoreController` create/update; no bulk-assign endpoint. |
| `assignRouteToSalesRep(routeId, salesRepId)` | Assigns ownership of a route to an SR. | Not implemented — only `UserRouteScope` exists (scope grant), not a single-owner assignment. |
| `optimizeRouteSequence(routeId)` | Reorders the visit sequence for efficiency (distance/priority-based). | Not implemented. |
| `recordRouteCheckIn(routeId, outletId, gpsCoords, timestamp)` | Logs an SR's arrival at an outlet. | Not implemented. |
| `recordRouteCheckOut(routeId, outletId, timestamp)` | Logs departure and closes out the visit. | Not implemented. |
| `getRouteAdherence(routeId, date)` | Compares planned vs. actual visits for a route/day. | Not implemented — depends on check-in/check-out above. |
| `reassignRoute(routeId, newSalesRepId)` | Moves a route to a different SR. | Not implemented. |
| `getRoutePerformance(routeId, period)` | Sales per route, strike rate, missed-visit count. | Not implemented. |
| `planDeliveryRoute(warehouseId, orderIds[])` | Builds the warehouse-to-outlet dispatch route (separate from the sales visit route). | Not implemented — this is the `DeliveryRun` concept; see [03_ride_lifecycle.md](./03_ride_lifecycle.md). |

### 4. Store (Outlet) Management

| Function | What it does | Status |
|---|---|---|
| `createStore(storeData, kycDocs)` | Onboards a new outlet with required KYC. | Partially implemented - store create exists, and KYC documents can now be uploaded/listed via separate `/api/stores/{id}/kyc-documents` endpoints rather than inline on create. |
| `uploadStoreKycDocument(storeId, documentType, file)` | Appends a KYC document to a store. | Implemented — `POST /api/stores/{id}/kyc-documents`. |
| `listStoreKycDocuments(storeId)` | Lists KYC documents for a store. | Implemented — `GET /api/stores/{id}/kyc-documents`. |
| `verifyStoreKyc(storeId)` | Marks KYC as verified/rejected by an approver. | Implemented - `PUT /api/stores/{id}/kyc/verify` updates `Store.KycStatus`. |
| `updateStoreCreditLimit(storeId, newLimit, approverId)` | Changes a store's credit limit, subject to approval authority. | Implemented - `PUT /api/stores/{id}/credit-limit` updates `Store.CreditLimit` and requires the `stores.credit.update` permission plus role level >= 20. |
| `updateStoreOutstandingBalance(storeId, amount, reason?)` | Manually adjusts the cached outstanding balance. | Implemented — `PUT /api/stores/{id}/outstanding-balance`. |
| `getStoreOutstandingBalance(storeId)` | Returns current receivables against the store. | Partially implemented - `GET /api/stores/{id}/outstanding-balance` returns the cached `OutstandingBalance`, `CreditLimit`, and available credit. It is not yet driven by Finance events or invoice/payment records. |
| `classifyStore(storeId, segment)` | Sets/updates the store's segment (key account, general trade, etc.). | Implemented - `PUT /api/stores/{id}/segment` updates the free-text `Store.Segment` field. |
| `deactivateStore(storeId, reason)` | Soft-deletes a store, blocking new orders against it. | Partially implemented — `DELETE /api/stores/{id}` soft-deletes via `IsActive`, no reason code captured. |
| `getStoreVisitHistory(storeId)` | Returns visit compliance history from Route Management. | Placeholder only - endpoint exists (`GET /api/stores/{id}/visit-history`) but currently returns an empty list until Route/Sales Visit Management lands. |
| `checkStoreSchemeEligibility(storeId, schemeId)` | Evaluates whether a store qualifies for a given promotion. | Implemented — `GET /api/stores/{id}/schemes/{schemeId}/eligibility` now calls `SchemeService.CheckStoreScopeEligibilityAsync` (region/segment/date-range scope check, no order context). For full order-line rule evaluation against a specific order, use `evaluateSchemeEligibility(storeId, orderId)` instead (`GET /api/schemes/eligible?storeId=...&orderId=...`, §11). |
| `getStoreSalesDashboard(storeId, period)` | Store-level sales and outstanding summary. | Partially implemented - `GET /api/stores/{id}/dashboard` aggregates order count, total order value, and last order date for the selected month. It does not yet include full sales/outstanding analytics from Finance. |

### 5. Vehicle / Fleet Management

| Function | What it does | Status |
|---|---|---|
| `registerVehicle(vehicleData)` | Creates the vehicle master record (registration, capacity, ownership). | Partially implemented — `VehicleController` create exists with `RegNumber`/`NumberPlate` only, no capacity/ownership fields. |
| `assignVehicleToRoute(vehicleId, routeId)` | Assigns a vehicle to a delivery/sales route. | Not implemented — `Vehicle` has no route link; only `DeliveryRun.FK_RouteId`/`FK_VehicleId` model this, and `DeliveryRun` is unwired (see [03_ride_lifecycle.md](./03_ride_lifecycle.md)). |
| `assignDriverToVehicle(vehicleId, driverId)` | Links a driver to a vehicle, checking license validity. | Not implemented — no `Driver` entity exists yet (`DeliveryRun.FK_DriverId` is commented out in the model). |
| `scheduleMaintenance(vehicleId, maintenanceType, dueAt)` | Sets up a preventive maintenance task (mileage/calendar-based). | Not implemented. |
| `logFuelExpense(vehicleId, amount, liters, date)` | Records a fuel transaction against the vehicle. | Not implemented. |
| `recordVehicleTelemetry(vehicleId, gpsCoords, speed, timestamp)` | Ingests telematics data (location, driver behavior). | Not implemented — see §16 Integration. |
| `checkDriverCompliance(driverId)` | Validates license/permit status before dispatch. | Not implemented — depends on a `Driver` entity. |
| `calculateLoadPlan(vehicleId, orderIds[])` | Matches order volume/weight to available vehicle capacity. | Not implemented — depends on [04_loading_event.md](./04_loading_event.md). |
| `getVehicleUtilization(vehicleId, period)` | Utilization and cost-per-delivery metrics. | Not implemented. |
| `retireVehicle(vehicleId, reason)` | Removes a vehicle from active fleet, retaining history. | Partially implemented — `DELETE /api/vehicles/{id}` soft-deletes via `IsActive`, no reason code captured. |

### 6. Warehouse Management

| Function | What it does | Status |
|---|---|---|
| `createGoodsReceipt(poId, receivedItems[])` | Records inbound stock against a purchase order (GRN). | Implemented — `POST /api/purchase-orders/{id}/goods-receipts`, see [15_procurement.md](./15_procurement.md). Credits `StockBalance`/`StockMovement` for accepted quantities and transitions the PO's status. |
| `inspectGoodsReceipt(grnId, inspectionResult)` | Logs quality-check outcome before putaway. | Not implemented. |
| `putawayStock(grnId, locationAssignments[])` | Assigns received stock to warehouse locations (zone/ABC-based). | Not implemented — depends on [02_stock_ledger.md](./02_stock_ledger.md). |
| `getStockByLocation(warehouseId, sku)` | Returns real-time quantity and location for a SKU. | Not implemented — depends on [02_stock_ledger.md](./02_stock_ledger.md). |
| `generatePickList(orderIds[])` | Creates a pick list/task for one or more orders. | Not implemented — overlaps with [04_loading_event.md](./04_loading_event.md). |
| `confirmPicking(pickListId, pickedItems[])` | Marks items as picked, decrementing available stock. | Not implemented. |
| `packOrder(orderId, packageDetails)` | Records packing completion and package details. | Not implemented. |
| `createCrossDockTransfer(inboundId, outboundOrderId)` | Routes inbound stock directly to an outbound order, skipping storage. | Not implemented. |
| `runCycleCount(warehouseId, zoneId)` | Initiates a scheduled partial stock count. | Not implemented — overlaps with [07_ride_reconciliation.md](./07_ride_reconciliation.md) physical count concept. |
| `reconcileStock(warehouseId, countResults)` | Adjusts system stock to match physical count results. | Not implemented — see [07_ride_reconciliation.md](./07_ride_reconciliation.md). |
| `buildDispatchLoad(vehicleId, orderIds[])` | Groups orders into a dispatch load for a specific vehicle/route. | Not implemented — see [04_loading_event.md](./04_loading_event.md). |
| `receiveReturn(returnId, items[], condition)` | Processes returned goods back into the warehouse. | Not implemented — see §12 Returns & Claims. |
| `getWarehouseKpis(warehouseId, period)` | Dock-to-stock time, pick accuracy, turnover rate. | Not implemented. |

### 7. Master Data Management

| Function | What it does | Status |
|---|---|---|
| `createProduct(skuData)` | Creates a SKU with category, UOM, barcode, pack hierarchy. | Not implemented — `Item` model exists but has no properties; see [01_item_catalog.md](./01_item_catalog.md). |
| `deactivateSku(sku, reason)` | Retires a SKU from active ordering. | Not implemented. |
| `listPriceLists(regionId?)` | Lists price lists, optionally filtered by region. | Implemented — `GET /api/price-lists`. |
| `getPriceList(priceListId)` | Fetches a price list and its items. | Implemented — `GET /api/price-lists/{id}`. |
| `createPriceList(name, region, effectiveDates)` | Defines a new price list scoped to a region/date range. | Implemented — `POST /api/price-lists`, see [14_pricing_and_suppliers.md](./14_pricing_and_suppliers.md). |
| `updatePriceList(priceListId, name, region, effectiveDates)` | Updates price-list metadata. | Implemented — `PUT /api/price-lists/{id}`. |
| `deletePriceList(priceListId)` | Soft-deletes a price list. | Implemented — `DELETE /api/price-lists/{id}`. |
| `updateProductPricing(sku, priceListId, price, minPrice?)` | Sets/updates the price of a SKU within a price list. | Implemented — `PUT /api/price-lists/{id}/items/{sku}`. |
| `removeProductPricing(sku, priceListId)` | Removes a SKU override from a price list. | Implemented — `DELETE /api/price-lists/{id}/items/{sku}`. |
| `listSuppliers()` | Lists suppliers. | Implemented — `GET /api/suppliers`. |
| `getSupplier(supplierId)` | Fetches a supplier by ID. | Implemented — `GET /api/suppliers/{id}`. |
| `createSupplierMaster(supplierData)` | Registers a new supplier/vendor. | Implemented — `POST /api/suppliers`. `PerformanceScore` stays null until [15_procurement.md](./15_procurement.md)'s `evaluateSupplier` exists. |
| `updateSupplier(supplierId, supplierData)` | Updates supplier master data. | Implemented — `PUT /api/suppliers/{id}`. `PerformanceScore` remains read-only here. |
| `deleteSupplier(supplierId)` | Soft-deletes a supplier. | Implemented — `DELETE /api/suppliers/{id}`. Blocked if an active PurchaseOrder references the supplier. |

### 8. Enterprise-wide Inventory & Stock

| Function | What it does | Status |
|---|---|---|
| `getMultiLocationStock(sku)` | Returns stock levels for a SKU across all warehouses/agencies. | Not implemented — see [02_stock_ledger.md](./02_stock_ledger.md). |
| `setReorderPoint(sku, warehouseId, threshold)` | Configures the auto-replenishment trigger level. | Not implemented. |
| `createStockTransfer(fromWarehouseId, toWarehouseId, items[])` | Initiates an inter-warehouse stock movement. | Not implemented. |
| `trackBatchExpiry(sku, batchNo, expiryDate)` | Registers batch/expiry data for FEFO enforcement. | Not implemented. |
| `calculateStockValuation(warehouseId, method)` | Computes stock value using FIFO/weighted-average. | Not implemented. |

### 9. Procurement / Purchasing

| Function | What it does | Status |
|---|---|---|
| `createPurchaseRequisition(items[], requestedBy)` | Raises an internal request to purchase stock. | Not implemented — no procurement entities exist. |
| `createPurchaseOrder(supplierId, items[])` | Issues a PO to a supplier. | Implemented — `POST /api/purchase-orders`, see [15_procurement.md](./15_procurement.md). Also has `updatePurchaseOrder`, `closePurchaseOrder`, `cancelPurchaseOrder`, `cancelPurchaseOrderLine`. |
| `getPurchaseOrder(poId)` | Fetches a purchase order. | Implemented — `GET /api/purchase-orders/{id}`. |
| `listPurchaseOrders(filters)` | Lists purchase orders. | Implemented — `GET /api/purchase-orders`. |
| `updatePurchaseOrder(poId, items[])` | Updates an open purchase order. | Implemented — `PUT /api/purchase-orders/{id}`. |
| `closePurchaseOrder(poId)` | Closes a received purchase order. | Implemented — `POST /api/purchase-orders/{id}/close`. |
| `cancelPurchaseOrder(poId, reason)` | Cancels a purchase order before receipts exist. | Implemented — `POST /api/purchase-orders/{id}/cancel`. |
| `cancelPurchaseOrderLine(poId, poItemId, reason)` | Cancels a single PO line. | Implemented — `POST /api/purchase-orders/{id}/items/{itemId}/cancel`. |
| `matchInvoiceToPO(invoiceId, poId, grnId)` | Performs the 3-way match (PO–GRN–Invoice) before payment. | Partially implemented — `POST /api/purchase-orders/{id}/match-invoice` reconciles PurchaseOrderItem vs GoodsReceiptItem quantities/cost only; full 3-way match activates once Finance's `Invoice` entity (§13, not built) exists. `resolveInvoiceVariance` records the mismatch and its resolution. |
| `resolveInvoiceVariance(poId, variance, resolution)` | Records how a mismatch should be handled. | Implemented — `POST /api/purchase-orders/{id}/resolve-variance`. |
| `getGoodsReceipt(grnId)` | Fetches a goods receipt. | Implemented — `GET /api/goods-receipts/{id}`. |
| `listGoodsReceipts(poId)` | Lists goods receipts for a purchase order. | Implemented — `GET /api/purchase-orders/{id}/goods-receipts`. |
| `createGoodsReceipt(poId, warehouseId, items[])` | Records inbound stock against a purchase order. | Implemented — `POST /api/purchase-orders/{id}/goods-receipts`. |
| `getPurchaseReturn(returnId)` | Fetches a purchase return. | Implemented — `GET /api/purchase-returns/{id}`. |
| `listPurchaseReturns(poId)` | Lists purchase returns for a purchase order. | Implemented — `GET /api/purchase-orders/{id}/returns`. |
| `createPurchaseReturn(poId, items[], reason)` | Initiates a return of received goods to the supplier. | Implemented — `POST /api/purchase-orders/{id}/returns`, see [15_procurement.md](./15_procurement.md). Debits `StockBalance`/`StockMovement` at the PO's receiving warehouse. |
| `evaluateSupplier(supplierId, criteria)` | Scores a supplier on delivery/quality/price performance. | Implemented — `POST /api/suppliers/{id}/evaluate`, the only writer of `Supplier.PerformanceScore`. Scored from accepted-vs-rejected quantity ratio and cancelled-vs-fulfilled line ratio across that supplier's PurchaseOrders/GoodsReceipts. |

### 10. Sales Force Automation (SFA) / CRM

| Function | What it does | Status |
|---|---|---|
| `logCustomerInteraction(storeId, notes)` | Records a visit note or customer interaction. | Not implemented. |
| `trackTargetVsAchievement(userId, period)` | Compares a user's sales target to actuals. | Not implemented. |
| `calculateIncentive(userId, period)` | Computes commission/incentive payout based on performance. | Not implemented. |
| `createLead(prospectData)` | Captures a prospective new outlet. | Not implemented — no `Lead` entity exists. |
| `convertLeadToStore(leadId)` | Converts a qualified lead into an active store record. | Not implemented. |

### 11. Promotions & Trade Scheme Management

| Function | What it does | Status |
|---|---|---|
| `createScheme(schemeRules, eligibility, dateRange)` | Defines a promotion (buy-X-get-Y, slab discount, etc.). | Implemented — `POST /api/schemes`. Supports `BuyXGetY`, `FreeBundle`, `SlabDiscount`, `FlatPercent`; free-goods trigger/payout and bundle components can be supplied inline in the same call. See [17_promotions_schemes.md](./17_promotions_schemes.md). |
| `evaluateSchemeEligibility(storeId, orderId)` | Checks whether an order qualifies for a scheme. | Implemented — `GET /api/schemes/eligible?storeId=...&orderId=...`, returns eligibility (and computed discount/free-goods payout) for every in-scope scheme, not just one. |
| `applySchemeDiscount(orderId, schemeId)` | Applies the scheme's discount to order pricing. | Implemented — `POST /api/orders/{id}/apply-scheme`. For free-goods schemes this adds a zero-price `OrderItem` line and checks `StockBalance` availability first; not yet auto-invoked from `createOrder`/`applyPricingAndDiscounts` (§1) — caller applies it explicitly after order creation. |
| `trackSchemeSpend(schemeId)` | Aggregates total discount value given under a scheme. | Implemented — `GET /api/schemes/{id}/spend`, sums `DiscountAmount` plus free-goods cost (`FreeItemCostValue × FreeQty`) across redemptions. |
| `getSchemeROI(schemeId)` | Compares scheme spend against incremental sales generated. | Implemented — `GET /api/schemes/{id}/roi`, using a manually-entered `BaselineExpectedSales` per scheme (no trailing-period auto-baseline yet). |

### 12. Returns & Claims Management

| Function | What it does | Status |
|---|---|---|
| `createSaleReturn(orderId, mode, items[])` | Records a customer return against a delivered order. | Implemented — `POST /api/orders/{id}/returns`, settles immediately and credits the ride's vehicle. No approval step. |
| `getSaleReturn(returnId)` | Fetches a sale return by ID. | Implemented — `GET /api/returns/{id}`. |
| `listSaleReturns(orderId)` | Lists sale returns for an order. | Implemented — `GET /api/orders/{id}/returns`. |
| `createClaim(agencyUserId, details)` | Raises a claim against a Regional Agency user. | Implemented — `POST /api/claims`. |
| `getClaim(claimId)` | Fetches a claim by ID. | Implemented — `GET /api/claims/{id}`. |
| `settleClaim(claimId, settlementAmount)` | Closes out a claim with a final settlement amount. | Implemented — `POST /api/claims/{id}/settle`, requires `claims.settle`. |
| `createSupplierClaim(poId, grnId?, items[], details, evidenceUrl?)` | Raises a supplier claim against a purchase order. | Implemented — `POST /api/purchase-orders/{id}/claims`. |
| `getSupplierClaim(claimId)` | Fetches a supplier claim by ID. | Implemented — `GET /api/supplier-claims/{id}`. |
| `listSupplierClaims(poId)` | Lists supplier claims for a purchase order. | Implemented — `GET /api/purchase-orders/{id}/claims`. |
| `approveSupplierClaim(claimId, resolutionType, resolutionAmount?, notes?)` | Approves a supplier claim. | Implemented — `POST /api/supplier-claims/{id}/approve`, requires `suppliers.claims.approve`. |
| `rejectSupplierClaim(claimId, notes?)` | Rejects a supplier claim. | Implemented — `POST /api/supplier-claims/{id}/reject`, requires `suppliers.claims.approve`. |

### 13. Finance & Accounting

| Function | What it does | Status |
|---|---|---|
| `createInvoice(orderId)` | Generates a formal invoice from a fulfilled order. | Not implemented — no `Invoice` entity exists; `Sale`/`Order` remain the billable record. |
| `recordPayment(invoiceId, amount, method)` | Logs a payment/collection against an invoice. | Implemented against `Sale` rather than an invoice — `POST /api/sales/{saleId}/payments` (`Features/Payment`). Each payment sums against `Sale.TotalAmount` and updates `Sale.PaymentStatus` (`Pending`/`PartiallyPaid`/`Paid`); rejects (400) if the sale is `Cancelled`. `Method` is `Cash` or `Credit` (`Models/Enums.cs`). |
| `postToGeneralLedger(transactionId)` | Posts a financial transaction to the GL. | Not implemented — no GL/ledger entity exists. |
| `generateTaxInvoice(invoiceId, jurisdiction)` | Produces a tax-compliant invoice (GST/VAT e-invoicing). | Not implemented. |
| `getFinancialReport(entityId, period, reportType)` | Returns P&L/cash-flow reports scoped to a region/area. | Not implemented. |

### 14. Reporting, Analytics & BI

| Function | What it does | Status |
|---|---|---|
| `getDashboardData(role, scope)` | Returns the role-appropriate dashboard payload. | Not implemented. |
| `generateKpiReport(kpiType, filters)` | Produces a specific KPI report (fill rate, OOS%, credit risk, etc.). | Not implemented. |
| `getPredictiveAlert(type, scope)` | Returns AI-flagged issues, e.g. a region's declining fill rate. | Not implemented. |

### 15. Notifications & Alerts

| Function | What it does | Status |
|---|---|---|
| `sendLowStockAlert(warehouseId, sku)` | Notifies relevant roles when stock drops below the reorder point. | Not implemented. |
| `sendCreditLimitBreachAlert(storeId)` | Notifies approvers when a store exceeds its credit limit. | Not implemented. |
| `sendApprovalPendingNotification(approverId, requestId)` | Notifies an approver of a pending action. | Not implemented. |
| `sendRouteDeviationAlert(routeId, salesRepId)` | Flags when an SR deviates materially from the planned route. | Not implemented — see [09_fraud_controls.md](./09_fraud_controls.md) geofencing check. |

### 16. Integration & API Layer

| Function | What it does | Status |
|---|---|---|
| `syncToAccountingSystem(transactionId, targetSystem)` | Pushes a transaction to an external accounting platform (QuickBooks/SAP/Xero). | Not implemented. |
| `syncTelematicsData(vehicleId, provider)` | Pulls GPS/telematics data from a third-party provider. | Not implemented. |
| `pushOrderToDistributorPortal(orderId)` | Syncs order status to a distributor-facing B2B portal. | Not implemented. |

### 17. Mobile & Offline Capability

| Function | What it does | Status |
|---|---|---|
| `queueOfflineOrder(orderData)` | Stores an order locally on the device when offline. | Not implemented — no mobile client in this repository. |
| `syncOfflineQueue(deviceId)` | Pushes queued offline actions to the server once connectivity returns. | Not implemented. |
| `scanBarcode(barcodeValue)` | Resolves a scanned barcode to a SKU or warehouse location. | Not implemented. |

### 18. Compliance & Audit

| Function | What it does | Status |
|---|---|---|
| `logAuditEvent(userId, action, entityType, entityId)` | Writes an immutable audit trail entry for a state-changing action. | Not implemented — see [09_fraud_controls.md](./09_fraud_controls.md), which scopes an audit log as part of Fraud Controls. |
| `checkLicenseCompliance(entityId, licenseType)` | Validates a required license/permit is current (e.g., regulated goods). | Not implemented. |
| `generateComplianceReport(period)` | Produces a report of compliance status across the org for a period. | Not implemented. |

---

## Feature Summaries

### 00 — Existing Gap Fixes
Fix all known holes in the current codebase before new features are layered on top.
Includes DTO field gaps, missing authorization on role endpoints, secrets management,
and adding input validation across all existing endpoints.
**Gate**: All existing API endpoints behave correctly and securely before step 01 begins.

### 01 — Item Catalog
Define the Item entity with real properties (name, SKU, unit of measure, category, price tiers).
Items are the unit of stock — nothing in the stock ledger makes sense without them.
This step also covers the Item CRUD API and how items relate to orders.
**Gate**: An item can be created, updated, and referenced in an order with quantity and price.

### 02 — Stock Ledger
Introduce the concept of stock per location. Every warehouse (fixed or vehicle) holds a quantity
of each item. Stock is never edited directly — all changes happen through movement transactions
(load, sale, return, damage, adjustment). The current balance is always the running sum.
This is the single most important architectural decision for the whole system.
For now, the shop is treated as a business destination, not a tracked stock location in this
system. That means warehouse-to-vehicle and vehicle-to-warehouse movements update tracked stock
balances, while vehicle-to-shop handover reduces vehicle stock and updates sale/order fulfillment
state without creating a shop stock balance.
**Gate**: Stock balance for any item at any location can be queried. Every change is a traceable transaction.

### 03 — Ride Lifecycle
A ride is a session that turns a vehicle into a temporary warehouse. It has a state machine:
Draft → Open → Active → Closed. A vehicle can only be on one active ride at a time.
Two ride types exist: Delivery (pre-orders) and Sale (van sales). The ride tracks who is driving,
which route, which vehicle, and when it started and ended. For now, one ride uses one route.
**Gate**: A ride can be created, opened, and closed. A vehicle's stock ledger is created when a ride opens.

### 04 — Loading Event
When a ride opens, stock must be physically loaded from a source warehouse onto the vehicle.
This is a two-party event: warehouse manager confirms what was dispatched, driver confirms what was received.
Discrepancies between the two are flagged immediately and require resolution before the ride goes active.
The loading event creates stock movement transactions that debit the warehouse and credit the vehicle.
**Gate**: Stock moves from warehouse to vehicle via a confirmed loading event. Any discrepancy is logged.

### 05 — Delivery Ride Execution
On a delivery ride, the driver fulfills pre-confirmed orders. Each order becomes a delivery task.
The driver marks each as delivered, partially delivered, or failed. Partially delivered orders
generate a credit note for the undelivered quantity. Customer confirmation (signature or OTP)
is required to mark a delivery complete. Stock movements are created per delivery event.
Vehicle-to-shop handover reduces vehicle stock only; the shop does not yet exist as a tracked stock
location in the ledger.
**Gate**: A delivery ride can execute all orders on its route and produce a delivery report.

### 06 — Sale Ride Execution
On a sale ride, the sales agent visits customers and creates sales in the field. Every sale creates
an order. If items are handed over immediately, the order is fulfilled immediately and the sale is
completed immediately. If items are not handed over immediately, the order stays pending for later
fulfillment. Payment is collected based on the final sale flow. The vehicle's stock ledger decreases
only for quantities actually handed over from the vehicle. The shop is not yet a tracked stock
location in the ledger.
**Gate**: A sale ride can create sales in the field, create linked orders, and reduce vehicle stock for immediate handover quantities.

### 07 — Ride Close & Reconciliation
When a ride ends, the system performs a full reconciliation. The equation must balance:
  Opening Stock − Sales − Damages + Returns = Closing Stock (physical count)
  Cash Collected + Credit Extended = Total Sales − Returns
Any variance must be approved by a supervisor with a reason code before the ride can close.
Unresolved variances are logged as discrepancies against the agent's record.
**Gate**: A ride cannot close with an unexplained variance. All discrepancies are permanently recorded.

### 08 — Sales Agent Controls
Agents operate within boundaries set by their role level. This step wires role levels to business rules:
discount limits per agent level, credit limits per customer, maximum single-transaction value,
and approval chains for exceptions. Supervisors can grant one-time overrides logged against their account.
**Gate**: An agent cannot exceed their limits without a logged, authorized override.

### 09 — Fraud Controls & Audit Trail
A dedicated audit log records every sensitive event (who, what, when, from where).
Automated checks flag: returns without a matching prior sale, sales outside the geofenced route,
agents with consistently high variance rates, and cash collected below invoiced amounts.
Return-related processing is handled in §12 as an immediate-settlement flow; this step focuses on
audit logging and anomaly detection around those events. Anomaly reports are surfaced to area
managers on a scheduled basis.
**Gate**: Every sensitive event is logged immutably. Automated flags surface to the right level of management.

---

## Rules

1. A feature file must be filled in and reviewed before implementation begins on that step.
2. Status must be updated in this file whenever a step transitions.
3. If implementation reveals a design change, the feature file is updated and this plan is revised.
4. Steps must be done in dependency order — no skipping.