# Warehouse Module Implementation - TODO List

**Based on:** Gap Analysis (warehouse-gap-analysis.md)
**Document Version:** 1.0
**Created:** 2025-10-29
**Overall Completion:** 13/158 tasks (8.2%)

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## 📊 Progress Summary

| Phase | Status | Completion | Priority |
|-------|--------|------------|----------|
| Phase 1: Core Operations | 🟡 In Progress | 13/52 (25%) | CRITICAL |
| Phase 2: Compliance & Reporting | 🔴 Not Started | 0/45 | HIGH |
| Phase 3: Pharmacy Enhancements | 🔴 Not Started | 0/31 | HIGH (if hospital) |
| Phase 4: Advanced Features | 🔴 Not Started | 0/30 | MEDIUM |

---

## 🔴 Phase 1: Core Operations (CRITICAL) - 12 weeks

### 1.1 Internal Requisition Module (3 weeks) - 13/16 (81%)

#### Backend Development
- [x] Create `InternalRequisition` entity in Domain layer
  - [x] Add properties: RequisitionNumber, RequestDate, RequiredDate, Status, Priority (Normal/Urgent)
  - [x] Add navigation properties: RequestingDepartment, RequestedByEmployee, ApprovedByEmployee
  - [x] Add timestamps: SubmittedDate, ApprovedDate
- [x] Create `InternalRequisitionLine` entity in Domain layer
  - [x] Add properties: Item, RequestedQuantity, UnitOfMeasure, ApprovedQuantity
  - [x] Add notes field for line item remarks
- [x] Create `InternalRequisitionStatus` enum
  - [x] Values: Draft, Submitted, Approved, Rejected, PartiallyFulfilled, Fulfilled, Cancelled
- [x] Create `InternalRequisitionPriority` enum
  - [x] Values: Normal, Urgent
- [x] Create EF Core configuration classes
  - [x] InternalRequisitionConfiguration.cs
  - [x] InternalRequisitionLineConfiguration.cs
- [x] Create and run database migration
- [x] Create DTOs in Application layer
  - [x] InternalRequisitionSummaryDto (for workbench list)
  - [x] InternalRequisitionDetailDto (for full details)
  - [x] InternalRequisitionLineDto (for line items)
  - [x] InternalRequisitionLineUpsertDto (for create/update line items)
  - [x] CreateInternalRequisitionDto
  - [x] UpdateInternalRequisitionDto
  - [x] SubmitInternalRequisitionDto
  - [x] ApproveInternalRequisitionDto (with optional line-level approvals)
  - [x] RejectInternalRequisitionDto
- [ ] Create `IInternalRequisitionRepository` interface
- [ ] Implement `InternalRequisitionRepository` in Infrastructure layer
- [ ] Create `IInternalRequisitionService` interface
- [ ] Implement `InternalRequisitionService` in Application layer
  - [ ] CreateRequisition method
  - [ ] UpdateRequisition method
  - [ ] SubmitForApproval method
  - [ ] ApproveRequisition method
  - [ ] RejectRequisition method
  - [ ] CreateTransferFromRequisition method (integration with InternalTransferOrder)
  - [ ] LoadItemsBelowSafetyLevel method
  - [ ] LoadItemsBelowMaxLevel method
- [ ] Create `InternalRequisitionController` in API layer
  - [ ] GET /api/requisitions/workbench - List requisitions with filtering
  - [ ] GET /api/requisitions/{id} - Get requisition details
  - [ ] POST /api/requisitions - Create new requisition
  - [ ] PUT /api/requisitions/{id} - Update draft requisition
  - [ ] POST /api/requisitions/{id}/submit - Submit for approval
  - [ ] POST /api/requisitions/{id}/approve - Approve requisition
  - [ ] POST /api/requisitions/{id}/reject - Reject requisition
  - [ ] POST /api/requisitions/{id}/create-transfer - Convert to transfer order
  - [ ] GET /api/requisitions/items-below-safety - Load items below safety level
  - [ ] GET /api/requisitions/items-below-max - Load items below max level
- [ ] Add document numbering service for requisitions
- [ ] Add approval authority/permission configuration
- [ ] Write unit tests for InternalRequisitionService
- [ ] Write integration tests for InternalRequisitionController

#### Frontend Development
- [ ] Update `warehouse-requisitions` module (currently mock)
- [ ] Create TypeScript models/interfaces
  - [ ] InternalRequisition interface
  - [ ] InternalRequisitionLine interface
  - [ ] InternalRequisitionStatus enum
- [ ] Create `InternalRequisitionService` (HTTP client)
- [ ] Create requisition workbench component
  - [ ] Filtering panel (status, date range, department, keyword)
  - [ ] Data grid with requisitions
  - [ ] Action buttons (create, view, edit, submit, approve, reject)
- [ ] Create requisition form component
  - [ ] Header section (department, required date, priority, notes)
  - [ ] Line items grid with add/remove functionality
  - [ ] Item search and selection
  - [ ] Load items below safety/max level buttons
  - [ ] Save draft / Submit for approval buttons
- [ ] Create requisition detail view component
  - [ ] Display requisition header information
  - [ ] Display line items
  - [ ] Show approval status and audit trail
  - [ ] Approve/Reject buttons (for approvers)
  - [ ] Create transfer button (for fulfilled requisitions)
- [ ] Add translation keys to i18n files (en.json, th.json)
- [ ] Add routing configuration
- [ ] Add navigation menu item

#### Integration & Testing
- [ ] Test requisition creation workflow
- [ ] Test approval workflow
- [ ] Test integration with transfer order creation
- [ ] Test load items below safety/max level functionality
- [ ] Test permissions and authorization
- [ ] Test document numbering sequence

---

### 1.2 Stock Issue/Dispense Module (2 weeks) - 0/14

#### Backend Development
- [ ] Create `StockIssueNote` entity in Domain layer
  - [ ] Add properties: IssueNumber, IssueDate, Status, IssuedToLocation, IssuedToDepartment
  - [ ] Add reference to InternalRequisition (optional)
  - [ ] Add navigation: IssuedByEmployee, ApprovedByEmployee
- [ ] Create `StockIssueNoteLine` entity in Domain layer
  - [ ] Add properties: Item, RequestedQuantity, IssuedQuantity, UnitOfMeasure
  - [ ] Add lot and location tracking
- [ ] Create `StockIssueStatus` enum (Draft, Approved, Posted, Cancelled)
- [ ] Create EF Core configuration classes
- [ ] Create and run database migration
- [ ] Create DTOs
  - [ ] StockIssueSummaryDto
  - [ ] StockIssueDetailDto
  - [ ] CreateStockIssueDto
  - [ ] UpdateStockIssueDto
  - [ ] PostStockIssueDto
- [ ] Create `IStockIssueRepository` interface
- [ ] Implement `StockIssueRepository`
- [ ] Create `IStockIssueService` interface
- [ ] Implement `StockIssueService`
  - [ ] CreateIssue method
  - [ ] CreateIssueFromRequisition method
  - [ ] UpdateIssue method
  - [ ] ApproveIssue method
  - [ ] PostIssue method (create inventory transactions and reduce stock)
  - [ ] CancelIssue method
- [ ] Create `StockIssueController`
  - [ ] GET /api/stock-issues/workbench
  - [ ] GET /api/stock-issues/{id}
  - [ ] POST /api/stock-issues
  - [ ] POST /api/stock-issues/from-requisition/{requisitionId}
  - [ ] PUT /api/stock-issues/{id}
  - [ ] POST /api/stock-issues/{id}/approve
  - [ ] POST /api/stock-issues/{id}/post
  - [ ] POST /api/stock-issues/{id}/cancel
- [ ] Add document numbering for issue notes
- [ ] Update InventoryTransaction creation on issue posting
- [ ] Write unit tests
- [ ] Write integration tests

#### Frontend Development
- [ ] Update `warehouse-issues` module (currently mock)
- [ ] Create TypeScript models
- [ ] Create `StockIssueService` (HTTP client)
- [ ] Create issue workbench component
- [ ] Create issue form component
  - [ ] Header section
  - [ ] Line items with lot selection
  - [ ] Quantity adjustment (requested vs issued)
  - [ ] Submit/approve/post buttons
- [ ] Create issue detail view
- [ ] Add translation keys
- [ ] Add routing and navigation

#### Integration & Testing
- [ ] Test issue creation from requisition
- [ ] Test standalone issue creation
- [ ] Test approval and posting workflow
- [ ] Test stock deduction on posting
- [ ] Test inventory transaction creation
- [ ] Test document copy functionality

---

### 1.3 Stock Adjustment Module (2 weeks) - 0/13

#### Backend Development
- [ ] Create `StockAdjustment` entity in Domain layer
  - [ ] Add properties: AdjustmentNumber, AdjustmentDate, Status, AdjustmentType (Increase/Decrease)
  - [ ] Add navigation: Location, CreatedByEmployee, ApprovedByEmployee
- [ ] Create `StockAdjustmentLine` entity
  - [ ] Add properties: Item, Lot, ExpiryDate, CurrentQuantity, AdjustmentQuantity, NewQuantity
  - [ ] Add ReasonCode (FK to StockAdjustmentReason)
  - [ ] Add UnitCost for cost adjustments
  - [ ] Add notes field
- [ ] Create `StockAdjustmentReason` entity (master data)
  - [ ] Predefined reasons: Internal Use, Damaged, Expired, Stock Count Adjustment, Theft/Loss, Found/Surplus
- [ ] Create `StockAdjustmentStatus` enum (Draft, Posted)
- [ ] Create EF Core configuration classes
- [ ] Create and run database migration
- [ ] Seed initial adjustment reasons
- [ ] Create DTOs
  - [ ] StockAdjustmentSummaryDto
  - [ ] StockAdjustmentDetailDto
  - [ ] CreateStockAdjustmentDto
  - [ ] UpdateStockAdjustmentDto
  - [ ] PostStockAdjustmentDto
  - [ ] StockAdjustmentReasonDto
- [ ] Create `IStockAdjustmentRepository` interface
- [ ] Implement `StockAdjustmentRepository`
- [ ] Create `IStockAdjustmentService` interface
- [ ] Implement `StockAdjustmentService`
  - [ ] CreateAdjustment method
  - [ ] UpdateAdjustment method
  - [ ] PostAdjustment method (create InventoryTransaction, update InventoryBalance)
  - [ ] GetAdjustmentReasons method
  - [ ] ManageAdjustmentReasons method (CRUD for reasons)
- [ ] Create `StockAdjustmentController`
  - [ ] GET /api/stock-adjustments/workbench
  - [ ] GET /api/stock-adjustments/{id}
  - [ ] POST /api/stock-adjustments
  - [ ] PUT /api/stock-adjustments/{id}
  - [ ] POST /api/stock-adjustments/{id}/post
  - [ ] GET /api/stock-adjustments/reasons
  - [ ] POST /api/stock-adjustments/reasons (admin only)
- [ ] Add permission controls for adjustment creation and posting
- [ ] Add approval workflow for large adjustments (configurable threshold)
- [ ] Write unit tests
- [ ] Write integration tests

#### Frontend Development
- [ ] Update `warehouse-adjustments` module (currently mock)
- [ ] Create TypeScript models
- [ ] Create `StockAdjustmentService` (HTTP client)
- [ ] Create adjustment workbench component
- [ ] Create adjustment form component
  - [ ] Search and select items from warehouse
  - [ ] Display current quantity (read-only)
  - [ ] Lot selection dropdown
  - [ ] Adjustment type (increase/decrease)
  - [ ] Adjustment quantity input (with + or - sign)
  - [ ] Calculated new quantity (display)
  - [ ] Reason dropdown
  - [ ] Notes textarea
  - [ ] Save draft / Post buttons
- [ ] Create adjustment detail view
- [ ] Create adjustment reasons management UI (admin)
- [ ] Add translation keys
- [ ] Add routing and navigation

#### Integration & Testing
- [ ] Test positive adjustment (increase stock)
- [ ] Test negative adjustment (decrease stock)
- [ ] Test adjustment with different reasons
- [ ] Test cost adjustment
- [ ] Test approval workflow for large adjustments
- [ ] Test inventory transaction creation
- [ ] Test balance update
- [ ] Test permission controls

---

### 1.4 Sub-Warehouse Receipt Confirmation (2 weeks) - 0/12

#### Backend Development
- [ ] Create `SubWarehouseReceiptNote` entity
  - [ ] Add properties: ReceiptNumber, ReceiptDate, Status
  - [ ] Add reference to InternalTransferOrder
  - [ ] Add navigation: ReceivedByEmployee, ReceivingLocation
- [ ] Create `SubWarehouseReceiptNoteLine` entity
  - [ ] Add properties: Item, Lot, ExpectedQuantity, ReceivedQuantity, DiscrepancyReason
- [ ] Create `SubWarehouseReceiptStatus` enum (Draft, Posted)
- [ ] Create EF Core configuration classes
- [ ] Create and run database migration
- [ ] Create DTOs
  - [ ] SubWarehouseReceiptSummaryDto
  - [ ] SubWarehouseReceiptDetailDto
  - [ ] PostSubWarehouseReceiptDto
- [ ] Create `ISubWarehouseReceiptRepository` interface
- [ ] Implement `SubWarehouseReceiptRepository`
- [ ] Create `ISubWarehouseReceiptService` interface
- [ ] Implement `SubWarehouseReceiptService`
  - [ ] GetPendingReceipts method (for receiving location)
  - [ ] CreateReceiptFromTransfer method (auto-create when transfer reaches InTransit)
  - [ ] UpdateReceivedQuantities method
  - [ ] PostReceipt method (create inventory transaction, update transfer status to Completed)
  - [ ] RecordDiscrepancy method
- [ ] Update InternalTransferService to auto-create receipt note when status changes to InTransit
- [ ] Create `SubWarehouseReceiptController`
  - [ ] GET /api/sub-warehouse-receipts/pending (for current user's location)
  - [ ] GET /api/sub-warehouse-receipts/{id}
  - [ ] PUT /api/sub-warehouse-receipts/{id}/quantities
  - [ ] POST /api/sub-warehouse-receipts/{id}/post
- [ ] Write unit tests
- [ ] Write integration tests

#### Frontend Development
- [ ] Update `warehouse-sub-receipts` module (currently mock)
- [ ] Create TypeScript models
- [ ] Create `SubWarehouseReceiptService` (HTTP client)
- [ ] Create pending receipts queue component
  - [ ] Show transfers awaiting receipt
  - [ ] Filter by date, source warehouse
  - [ ] Action: Open receipt
- [ ] Create receipt confirmation component
  - [ ] Display transfer details (read-only)
  - [ ] Display expected quantities per item/lot
  - [ ] Input fields for received quantities
  - [ ] Discrepancy reason field (if received != expected)
  - [ ] Post receipt button
  - [ ] Print receipt document button
- [ ] Create receipt detail view (for posted receipts)
- [ ] Add translation keys
- [ ] Add routing and navigation

#### Integration & Testing
- [ ] Test auto-creation of receipt note from transfer
- [ ] Test receipt confirmation with matching quantities
- [ ] Test receipt confirmation with discrepancies
- [ ] Test inventory transaction creation
- [ ] Test transfer status update to Completed
- [ ] Test stock increase in receiving location
- [ ] Test pending receipts queue filtering
- [ ] Test permissions (only receiving location can post)

---

### 1.5 Essential Reports (Tier 1) (3 weeks) - 0/9

#### Report Infrastructure Setup
- [ ] Choose reporting approach (QuestPDF / Crystal Reports / SSRS / Custom)
- [ ] Set up report generation service in Application layer
- [ ] Create `IReportService` interface
- [ ] Implement `ReportService`
- [ ] Create `ReportController` in API layer
- [ ] Create report templates/layouts
- [ ] Add PDF generation capability
- [ ] Add Excel export capability
- [ ] Add report download endpoints

#### Report #1: Stock Balance Report (Current)
- [ ] Create StockBalanceReportDto
- [ ] Create data query method in repository
- [ ] Create report template/layout
- [ ] Add filters: warehouse, item category, item, date
- [ ] Add grouping: by warehouse, by category
- [ ] Add columns: Item Code, Item Name, UOM, Quantity on Hand, Min Level, Max Level, Value
- [ ] Add totals and subtotals
- [ ] Test report generation
- [ ] Create frontend report viewer/downloader

#### Report #2: Stock Card Report
- [ ] Create StockCardReportDto
- [ ] Create data query method (get all transactions for item/location)
- [ ] Create report template
- [ ] Add filters: item, warehouse, date range
- [ ] Add columns: Date, Transaction Type, Document Number, Lot, In Qty, Out Qty, Balance, Unit Cost
- [ ] Add running balance calculation
- [ ] Test report generation
- [ ] Create frontend interface

#### Report #3: Goods Receipt Report
- [ ] Create GoodsReceiptReportDto
- [ ] Create data query method
- [ ] Create report template
- [ ] Add filters: date range, supplier, warehouse, status
- [ ] Add columns: Receipt Number, Date, Supplier, PO Number, Items, Total Qty, Total Value, Status
- [ ] Add drill-down to receipt details
- [ ] Test report generation
- [ ] Create frontend interface

#### Report #4: Stock Issue Report
- [ ] Create StockIssueReportDto
- [ ] Create data query method
- [ ] Create report template
- [ ] Add filters: date range, issuing warehouse, receiving department
- [ ] Add columns: Issue Number, Date, Department, Items, Total Qty, Total Value
- [ ] Add grouping by department
- [ ] Test report generation
- [ ] Create frontend interface

#### Report #5: Low Stock Alert Report
- [ ] Create LowStockAlertReportDto
- [ ] Create data query method (items where quantity < reorder point)
- [ ] Create report template
- [ ] Add filters: warehouse, category
- [ ] Add columns: Item Code, Item Name, Current Qty, Min Level, Reorder Point, Recommended Order Qty
- [ ] Add severity indicators (below min, below reorder, approaching min)
- [ ] Test report generation
- [ ] Create frontend interface

#### Report #6: Near-Expiry Report (7 months)
- [ ] Create NearExpiryReportDto
- [ ] Create data query method (items expiring within X months)
- [ ] Create report template
- [ ] Add filters: warehouse, expiry within (1, 3, 6, 7, 12 months)
- [ ] Add columns: Item Code, Item Name, Lot Number, Expiry Date, Days to Expiry, Quantity, Location
- [ ] Add sorting by expiry date (nearest first)
- [ ] Add color coding (red <30 days, yellow <90 days, orange <180 days)
- [ ] Test report generation
- [ ] Create frontend interface

#### Frontend Report Module
- [ ] Update `warehouse-reports` module (currently mock)
- [ ] Create report catalog/menu component
- [ ] Create report parameter selection component (filters)
- [ ] Create report viewer component (display PDF/Excel)
- [ ] Add report scheduling functionality (future enhancement)
- [ ] Add favorite reports feature
- [ ] Add translation keys
- [ ] Add routing and navigation

#### Testing
- [ ] Test all 6 reports with various filter combinations
- [ ] Test report performance with large datasets
- [ ] Test PDF and Excel export formats
- [ ] Test report permissions (who can view which reports)
- [ ] User acceptance testing with stakeholders

---

## 🟡 Phase 2: Compliance & Reporting (HIGH) - 10 weeks

### 2.1 Operational Reports (Tier 2) (4 weeks) - 0/14

#### Report #7: Stock Movement Summary
- [ ] Create query aggregating receipts, issues, adjustments, transfers by period
- [ ] Create report template with opening balance, receipts, issues, adjustments, closing balance
- [ ] Add filters: date range, warehouse, item category
- [ ] Test and deploy

#### Report #8: Stock Value Report
- [ ] Create query calculating total inventory value (quantity × unit cost)
- [ ] Create report with breakdown by category and warehouse
- [ ] Add comparison with previous period
- [ ] Add chart visualization
- [ ] Test and deploy

#### Report #9: Receipt by Vendor
- [ ] Create query grouping receipts by vendor
- [ ] Create report template
- [ ] Add filters: date range, vendor
- [ ] Add columns: Vendor Name, Receipt Count, Total Items, Total Value, Average Lead Time
- [ ] Test and deploy

#### Report #10: Issue by Department
- [ ] Create query grouping issues by department
- [ ] Create report template
- [ ] Add filters: date range, department, item category
- [ ] Add columns: Department, Item Count, Total Qty, Total Value
- [ ] Add trend analysis (comparison with previous period)
- [ ] Test and deploy

#### Report #11: Monthly Stock Report
- [ ] Create query for end-of-month snapshots
- [ ] Create report template with monthly comparisons
- [ ] Add filters: year, warehouse
- [ ] Add columns: Month, Opening Stock, Receipts, Issues, Adjustments, Closing Stock, Value
- [ ] Add year-over-year comparison
- [ ] Test and deploy

#### Report #12: Stock at Date Report
- [ ] Create query to calculate stock at any historical date
- [ ] Create report template
- [ ] Add date parameter
- [ ] Add warehouse and category filters
- [ ] Add columns: Item, Quantity at Date, Value at Date
- [ ] Test and deploy

#### Report #13: Pending Receipt Report
- [ ] Create query for goods in transit (POs not fully received)
- [ ] Create report template
- [ ] Add filters: date range, vendor, warehouse
- [ ] Add columns: PO Number, Vendor, Items, Ordered Qty, Received Qty, Pending Qty, Expected Date
- [ ] Add aging analysis (overdue vs on-time)
- [ ] Test and deploy

#### Report #14: Material Movement Report
- [ ] Create detailed transaction log report
- [ ] Add filters: date range, item, warehouse, transaction type
- [ ] Add columns: Date, Time, Transaction Type, Document Number, Item, Lot, Quantity, Location, Employee
- [ ] Add export to Excel for further analysis
- [ ] Test and deploy

#### Report #15: Inventory by Category and Warehouse
- [ ] Create summary report with matrix layout (categories × warehouses)
- [ ] Add quantity and value totals
- [ ] Add percentage of total inventory
- [ ] Add chart visualization
- [ ] Test and deploy

#### Report #16: Over-Standard Requisition Report
- [ ] Create query finding requisitions exceeding standard/budget amounts
- [ ] Create report template
- [ ] Add filters: date range, department
- [ ] Add columns: Requisition Number, Department, Item, Requested Qty, Standard Qty, Over Qty, Approval Status
- [ ] Add justification notes
- [ ] Test and deploy

#### Report #17: Vendor Invoice Receipt Report
- [ ] Create reconciliation report (GRN vs Invoice)
- [ ] Add filters: date range, vendor
- [ ] Add columns: Invoice Number, GRN Number, Invoice Date, Receipt Date, Variance
- [ ] Add status: Matched, Partially Matched, Not Matched
- [ ] Test and deploy

#### Report #18: Receipt Inspection Report
- [ ] Create quality inspection tracking report
- [ ] Add filters: date range, inspector, status
- [ ] Add columns: Receipt Number, Date, Supplier, Items, Inspection Result, Quality Issues
- [ ] Test and deploy

#### Report #19: Inventory Summary Report
- [ ] Create comprehensive summary with key metrics
- [ ] Add sections: Stock Value, Turnover Rate, Slow-Moving Items, Stock-Out Items
- [ ] Add KPI dashboard style layout
- [ ] Add chart visualizations
- [ ] Test and deploy

#### Report #20: Equipment Inventory and Balance Report
- [ ] Create specialized report for equipment/assets
- [ ] Add filters: equipment category, location, status
- [ ] Add columns: Equipment Code, Name, Category, Location, Quantity, Status, Value
- [ ] Test and deploy

---

### 2.2 Document Printing (2 weeks) - 0/8

#### Print Templates
- [ ] Create print template for Internal Requisition form
  - [ ] Company header/logo
  - [ ] Requisition details section
  - [ ] Line items table
  - [ ] Approval signatures section
  - [ ] Footer with terms/notes
- [ ] Create print template for Stock Issue Note
  - [ ] Issue note header
  - [ ] Issued to/from information
  - [ ] Items table with lot numbers
  - [ ] Receiver signature section
- [ ] Create print template for Stock Adjustment Note
  - [ ] Adjustment header
  - [ ] Adjustment reason
  - [ ] Items table with before/after quantities
  - [ ] Approval signatures
- [ ] Create print template for Sub-Warehouse Receipt Note
  - [ ] Receipt header
  - [ ] Transfer reference
  - [ ] Items with expected vs received quantities
  - [ ] Discrepancy notes
  - [ ] Receiver signature
- [ ] Create print template for Transfer Order
  - [ ] Transfer details
  - [ ] Pick list format
  - [ ] Items with locations
  - [ ] Picker and receiver signatures
- [ ] Create print template for Borrow/Return Slip
  - [ ] Borrowing party information
  - [ ] Items borrowed/returned
  - [ ] Expected return date (for borrow)
  - [ ] Condition notes
  - [ ] Signatures
- [ ] Create print template for Stock Balance Sheet
  - [ ] Balance as of date
  - [ ] Items grouped by category
  - [ ] Quantity and value columns
  - [ ] Totals and subtotals
- [ ] Create print template for Material Withdrawal Slip
  - [ ] Withdrawal details
  - [ ] Purpose/project reference
  - [ ] Items list
  - [ ] Approval and receipt signatures

#### Barcode/QR Code Labels
- [ ] Set up barcode generation library (e.g., ZXing, Barcode.NET)
- [ ] Create label template for items (Code128 barcode)
  - [ ] Item code barcode
  - [ ] Item name
  - [ ] Item code (human readable)
  - [ ] Size: standard label (e.g., 50mm x 30mm)
- [ ] Create label template for locations (QR code)
  - [ ] Location QR code (encodes location ID)
  - [ ] Location code (human readable)
  - [ ] Location name
  - [ ] Size: larger label (e.g., 75mm x 75mm)
- [ ] Create label template for lot tracking
  - [ ] Lot number barcode
  - [ ] Item code
  - [ ] Expiry date
  - [ ] Received date
- [ ] Create bulk label printing functionality
  - [ ] Print labels for multiple items at once
  - [ ] Print labels for all locations in warehouse
  - [ ] Configurable label layout and printer settings
- [ ] Add API endpoints for label generation
  - [ ] POST /api/labels/items - Generate item labels
  - [ ] POST /api/labels/locations - Generate location labels
  - [ ] POST /api/labels/lots - Generate lot labels
- [ ] Create frontend label printing interface
  - [ ] Select items/locations for label printing
  - [ ] Preview labels before printing
  - [ ] Configure printer settings
  - [ ] Print or download as PDF

#### Integration & Testing
- [ ] Test all print templates with sample data
- [ ] Test printing from different browsers
- [ ] Test PDF generation and download
- [ ] Test direct printing to network printers
- [ ] Test barcode/QR code scanning with actual devices
- [ ] User acceptance testing for print layouts

---

### 2.3 Alert System (2 weeks) - 0/12

#### Backend Alert Infrastructure
- [ ] Create `WarehouseAlert` entity
  - [ ] AlertType (LowStock, OutOfStock, NearExpiry, OverStock, etc.)
  - [ ] Severity (Info, Warning, Critical)
  - [ ] Item, Location references
  - [ ] AlertDate, ResolvedDate
  - [ ] IsResolved flag
  - [ ] Message, Details
- [ ] Create `AlertConfiguration` entity
  - [ ] AlertType, IsEnabled
  - [ ] Threshold settings (e.g., alert when stock < X% of reorder point)
  - [ ] Notification channels (Email, In-App, SMS)
  - [ ] Recipients (users, roles)
- [ ] Create EF Core configuration classes
- [ ] Create and run database migration
- [ ] Create `IAlertService` interface
- [ ] Implement `AlertService`
  - [ ] CheckLowStockConditions method (runs periodically)
  - [ ] CheckExpiryDates method
  - [ ] CheckOverStockConditions method
  - [ ] GenerateAlert method
  - [ ] ResolveAlert method
  - [ ] GetActiveAlerts method
  - [ ] GetAlertHistory method
- [ ] Create background job/scheduled task for alert checking
  - [ ] Use Hangfire, Quartz.NET, or BackgroundService
  - [ ] Run daily or configurable interval
  - [ ] Check all alert conditions
  - [ ] Generate new alerts as needed
- [ ] Create `INotificationService` interface
- [ ] Implement `NotificationService`
  - [ ] SendEmail method
  - [ ] SendInAppNotification method
  - [ ] (Future) SendSMS method
- [ ] Integrate alert generation with stock transactions
  - [ ] Trigger alert check on stock update
  - [ ] Immediate alert for stock-out conditions
- [ ] Create `AlertController`
  - [ ] GET /api/alerts/active - Get current active alerts
  - [ ] GET /api/alerts/history - Get alert history
  - [ ] POST /api/alerts/{id}/resolve - Resolve alert
  - [ ] GET /api/alerts/configuration - Get alert settings
  - [ ] PUT /api/alerts/configuration - Update alert settings
- [ ] Write unit tests
- [ ] Write integration tests

#### Alert Types Implementation

##### Low Stock Alert
- [ ] Define low stock condition (quantity < reorder point)
- [ ] Create alert check logic
- [ ] Create alert message template
- [ ] Add configuration: alert threshold (e.g., 80% of reorder point)
- [ ] Test alert generation

##### Out of Stock Alert
- [ ] Define out of stock condition (quantity = 0 and item is active)
- [ ] Create alert check logic
- [ ] Create alert message template (critical severity)
- [ ] Test alert generation

##### Near Expiry Alert
- [ ] Define near expiry conditions (expiry within 7 months, 3 months, 1 month)
- [ ] Create alert check logic for each threshold
- [ ] Create alert message templates
- [ ] Add configuration: expiry alert thresholds
- [ ] Test alert generation

##### Over Stock Alert
- [ ] Define over stock condition (quantity > max level)
- [ ] Create alert check logic
- [ ] Create alert message template
- [ ] Add configuration: over stock threshold (e.g., 110% of max level)
- [ ] Test alert generation

##### Slow-Moving Item Alert
- [ ] Define slow-moving condition (no movement in X days and quantity > 0)
- [ ] Create alert check logic
- [ ] Create alert message template
- [ ] Add configuration: slow-moving threshold (e.g., 90 days, 180 days)
- [ ] Test alert generation

#### Frontend Alert Features
- [ ] Create alert notification component (bell icon in header)
  - [ ] Badge showing active alert count
  - [ ] Dropdown showing recent alerts
  - [ ] Click to view full alert details
  - [ ] Mark as resolved
- [ ] Create alerts dashboard/workbench
  - [ ] List active alerts grouped by severity
  - [ ] Filter by alert type, warehouse, date
  - [ ] Action buttons: resolve, view details, generate report
  - [ ] Visual indicators (color coding by severity)
- [ ] Create alert configuration page (admin)
  - [ ] Enable/disable alert types
  - [ ] Configure thresholds
  - [ ] Configure notification channels
  - [ ] Configure recipients
- [ ] Add alert widgets to warehouse dashboard
  - [ ] Critical alerts widget (prominent display)
  - [ ] Alert summary chart (by type)
  - [ ] Alert trends graph
- [ ] Add translation keys
- [ ] Test alert UI/UX

#### Email Notifications
- [ ] Set up email templates for alerts
  - [ ] Low stock email template
  - [ ] Out of stock email template
  - [ ] Near expiry email template
  - [ ] Daily digest template (summary of all alerts)
- [ ] Configure SMTP settings
- [ ] Test email delivery
- [ ] Add unsubscribe functionality
- [ ] Add email scheduling (immediate vs digest)

#### Testing
- [ ] Test alert generation for each alert type
- [ ] Test alert threshold configurations
- [ ] Test alert notifications (email, in-app)
- [ ] Test alert resolution workflow
- [ ] Test alert dashboard and filtering
- [ ] Test background job execution
- [ ] Load testing for alert checking on large datasets
- [ ] User acceptance testing

---

### 2.4 Approval Workflow Engine (2 weeks) - 0/11

#### Backend Workflow Infrastructure
- [ ] Create `ApprovalWorkflow` entity
  - [ ] WorkflowName, DocumentType (Requisition, Adjustment, Issue, etc.)
  - [ ] IsActive flag
  - [ ] Approval levels collection
- [ ] Create `ApprovalWorkflowLevel` entity
  - [ ] LevelNumber (1, 2, 3, ...)
  - [ ] ApprovalType (Role-based, User-specific, Amount-based)
  - [ ] ApproverRole or ApproverUser
  - [ ] AmountThreshold (optional, for value-based routing)
  - [ ] IsParallel flag (multiple approvers at same level)
  - [ ] RequireAll flag (for parallel approvals)
- [ ] Create `ApprovalRequest` entity
  - [ ] DocumentType, DocumentId
  - [ ] WorkflowId reference
  - [ ] CurrentLevel, OverallStatus
  - [ ] RequestDate, RequestedBy
- [ ] Create `ApprovalRequestLevel` entity
  - [ ] ApprovalRequestId reference
  - [ ] LevelNumber
  - [ ] AssignedTo (user)
  - [ ] Status (Pending, Approved, Rejected, Delegated)
  - [ ] ActionDate, ActionBy
  - [ ] Comments
- [ ] Create `ApprovalDelegation` entity
  - [ ] DelegatedFrom, DelegatedTo users
  - [ ] StartDate, EndDate
  - [ ] IsActive flag
  - [ ] Reason
- [ ] Create EF Core configuration classes
- [ ] Create and run database migration
- [ ] Create `IApprovalWorkflowService` interface
- [ ] Implement `ApprovalWorkflowService`
  - [ ] InitiateApproval method (create approval request, assign first level)
  - [ ] ApproveRequest method
  - [ ] RejectRequest method
  - [ ] DelegateApproval method
  - [ ] GetPendingApprovals method (for user)
  - [ ] GetApprovalHistory method (for document)
  - [ ] GetApplicableWorkflow method (determine workflow based on document type and amount)
- [ ] Create `IApprovalWorkflowRepository` interface
- [ ] Implement `ApprovalWorkflowRepository`
- [ ] Create `ApprovalWorkflowController`
  - [ ] GET /api/approval-workflows - List all workflows (admin)
  - [ ] POST /api/approval-workflows - Create workflow (admin)
  - [ ] PUT /api/approval-workflows/{id} - Update workflow (admin)
  - [ ] DELETE /api/approval-workflows/{id} - Delete workflow (admin)
  - [ ] GET /api/approval-requests/pending - Get pending approvals for current user
  - [ ] POST /api/approval-requests/{id}/approve - Approve
  - [ ] POST /api/approval-requests/{id}/reject - Reject
  - [ ] POST /api/approval-requests/{id}/delegate - Delegate to another user
  - [ ] GET /api/approval-requests/{id}/history - Get approval history
- [ ] Integrate approval workflow with documents
  - [ ] Update InternalRequisitionService to initiate approval on submit
  - [ ] Update StockAdjustmentService to initiate approval (if threshold exceeded)
  - [ ] Update StockIssueService to initiate approval
  - [ ] Add approval status checks before allowing further actions
- [ ] Add email notifications for approval requests
  - [ ] Email to approver when approval is assigned
  - [ ] Email to requester when approved/rejected
  - [ ] Reminder emails for pending approvals
- [ ] Write unit tests
- [ ] Write integration tests

#### Frontend Workflow Features
- [ ] Create approval workflow configuration page (admin)
  - [ ] List all workflows
  - [ ] Create new workflow wizard
    - [ ] Select document type
    - [ ] Define approval levels
    - [ ] Assign approvers (roles or users)
    - [ ] Set amount thresholds
    - [ ] Configure parallel approvals
  - [ ] Edit existing workflows
  - [ ] Activate/deactivate workflows
  - [ ] Preview workflow diagram
- [ ] Create approval delegation page
  - [ ] Set up delegation (date range, delegatee)
  - [ ] View active delegations
  - [ ] Revoke delegation
- [ ] Create pending approvals workbench
  - [ ] List all pending approval requests for current user
  - [ ] Filter by document type, age, requester
  - [ ] Sort by date, priority
  - [ ] Action buttons: approve, reject, view document
  - [ ] Bulk actions (approve/reject multiple)
- [ ] Create approval detail modal/page
  - [ ] Display document details (read-only)
  - [ ] Show approval history/audit trail
  - [ ] Approval action form (approve/reject with comments)
  - [ ] Delegation option
- [ ] Add approval status indicators to document lists
  - [ ] Status badge (Pending Approval, Approved, Rejected)
  - [ ] Approval level indicator (e.g., "Level 2 of 3")
  - [ ] Approver information
- [ ] Add approval history section to document detail views
  - [ ] Timeline view of approval actions
  - [ ] Approver name, action, date, comments
  - [ ] Color coding (green for approved, red for rejected)
- [ ] Add approval workflow visualization
  - [ ] Flowchart showing approval levels
  - [ ] Highlight current level
  - [ ] Show approvers at each level
- [ ] Add translation keys
- [ ] Test approval UI/UX

#### Testing
- [ ] Test single-level approval workflow
- [ ] Test multi-level approval workflow
- [ ] Test parallel approvals (multiple approvers at same level)
- [ ] Test amount-based routing
- [ ] Test approval delegation
- [ ] Test rejection flow (document returned to requester)
- [ ] Test approval notifications
- [ ] Test bulk approval actions
- [ ] Test approval permissions (only assigned approver can approve)
- [ ] User acceptance testing

---

## 🟠 Phase 3: Pharmacy Enhancements (HIGH if hospital) - 12 weeks

### 3.1 Pharmacy Master Data Enhancement (3 weeks) - 0/10

#### Backend Development
- [ ] Extend `Item` entity with pharmacy-specific fields
  - [ ] TradeNameThai, TradeNameEnglish
  - [ ] GenericName
  - [ ] GovernmentAccountingCode
  - [ ] IsControlledSubstance, IsDangerousDrug, IsNarcotic
  - [ ] DrugCategory (enum or FK to category table)
  - [ ] DosageForm (Tablet, Capsule, Injection, Syrup, etc.)
  - [ ] Strength (e.g., "500mg", "10mg/ml")
  - [ ] RouteOfAdministration (Oral, IV, IM, Topical, etc.)
  - [ ] PharmacologicalCategory, SubCategory, SubMinorCategory
  - [ ] StorageCondition (Room temp, Refrigerated, Frozen, etc.)
  - [ ] RequiresPrescription flag
- [ ] Create `DrugPriceScheme` entity
  - [ ] SchemeName (OPD, IPD, Employee, Central Drug Price, Cash)
  - [ ] EffectiveDate, ExpiryDate
  - [ ] IsActive flag
- [ ] Create `DrugPrice` entity
  - [ ] ItemId (FK to Item)
  - [ ] PriceSchemeId (FK to DrugPriceScheme)
  - [ ] UnitPrice
  - [ ] MarkupPercentage
  - [ ] EffectiveDate
- [ ] Create `InsuranceScheme` entity
  - [ ] SchemeCode, SchemeName
  - [ ] CoverageType
  - [ ] ReimbursementRate
- [ ] Create `DrugInsuranceCoverage` entity (many-to-many: Drug × Insurance)
  - [ ] ItemId, InsuranceSchemeId
  - [ ] IsCovered, CoverageLimit
  - [ ] RequiresPriorAuthorization
- [ ] Create `PharmacologicalCategory` entity (hierarchical)
  - [ ] Code, Name, Level (Category, SubCategory, SubMinor)
  - [ ] ParentCategoryId (self-referencing for hierarchy)
- [ ] Create `ControlledSubstanceLog` entity (for narcotic tracking)
  - [ ] ItemId, TransactionType
  - [ ] Quantity, Date, Time
  - [ ] PatientId (if applicable), PrescriptionId
  - [ ] RecordedBy, ApprovedBy
  - [ ] SpecialRemarks
- [ ] Create EF Core configuration classes for all new entities
- [ ] Create and run database migration
- [ ] Create DTOs for pharmacy master data
  - [ ] MedicalItemDto (with all pharmacy fields)
  - [ ] DrugPriceSchemeDto
  - [ ] DrugPriceDto
  - [ ] InsuranceSchemeDto
  - [ ] PharmacologicalCategoryDto
- [ ] Create `IMedicalItemService` interface (extends base item service)
- [ ] Implement `MedicalItemService`
  - [ ] CreateMedicalItem method
  - [ ] UpdateMedicalItem method
  - [ ] GetMedicalItemWithPrices method
  - [ ] GetPriceByScheme method
  - [ ] ManageDrugPrices method
  - [ ] CheckControlledSubstance method
- [ ] Create `IPharmacyCategoryService` interface
- [ ] Implement `PharmacyCategoryService` (CRUD for categories)
- [ ] Create `MedicalItemController`
  - [ ] GET /api/medical-items - List with pharmacy-specific filters
  - [ ] GET /api/medical-items/{id} - Get full details including prices
  - [ ] POST /api/medical-items - Create medical item
  - [ ] PUT /api/medical-items/{id} - Update medical item
  - [ ] GET /api/medical-items/{id}/prices - Get all price schemes for item
  - [ ] PUT /api/medical-items/{id}/prices - Update prices
  - [ ] GET /api/medical-items/controlled-substances - List controlled substances
- [ ] Create `PharmacyCategoryController`
  - [ ] GET /api/pharmacy-categories/tree - Get category hierarchy
  - [ ] POST /api/pharmacy-categories - Create category
  - [ ] PUT /api/pharmacy-categories/{id} - Update category
- [ ] Seed initial data
  - [ ] Common dosage forms
  - [ ] Routes of administration
  - [ ] Pharmacological categories (based on ATC classification or similar)
  - [ ] Default price schemes (OPD, IPD, etc.)
- [ ] Write unit tests
- [ ] Write integration tests

#### Frontend Development
- [ ] Create medical item master form (enhanced item form)
  - [ ] Basic item information section
  - [ ] Pharmacy-specific fields section
    - [ ] Trade names (Thai, English)
    - [ ] Generic name
    - [ ] Government accounting code
    - [ ] Checkboxes: Controlled substance, Dangerous drug, Narcotic, Requires prescription
  - [ ] Drug properties section
    - [ ] Dosage form dropdown
    - [ ] Strength input
    - [ ] Route of administration
    - [ ] Storage condition
  - [ ] Classification section
    - [ ] Pharmacological category tree selector
  - [ ] Pricing section
    - [ ] Grid for multiple price schemes
    - [ ] Columns: Scheme, Unit Price, Markup %, Effective Date, Actions
    - [ ] Add/remove price rows
  - [ ] Insurance coverage section
    - [ ] Checkboxes for covered schemes
    - [ ] Coverage limits
  - [ ] Save and validation
- [ ] Create pharmacological category management UI
  - [ ] Tree view of categories
  - [ ] Add/edit/delete categories
  - [ ] Drag-and-drop to reorganize
- [ ] Create drug price scheme management UI
  - [ ] List all schemes
  - [ ] Create new scheme
  - [ ] Activate/deactivate schemes
  - [ ] Set effective dates
- [ ] Create controlled substance registry UI
  - [ ] List all controlled substances
  - [ ] Filter by category (narcotic, dangerous drug, etc.)
  - [ ] Quick view of quantity on hand
  - [ ] Link to transaction log
- [ ] Update medical item inquiry with pharmacy filters
  - [ ] Filter by trade name, generic name
  - [ ] Filter by pharmacological category
  - [ ] Filter by controlled substance status
  - [ ] Filter by price scheme
  - [ ] Display pharmacy-specific columns in results
- [ ] Add translation keys (Thai and English medical terminology)
- [ ] Add routing and navigation

#### Testing
- [ ] Test medical item creation with all pharmacy fields
- [ ] Test drug pricing by scheme
- [ ] Test category hierarchy
- [ ] Test controlled substance flagging
- [ ] Test insurance coverage configuration
- [ ] Test validation (e.g., controlled substances must have special tracking)
- [ ] User acceptance testing with pharmacists

---

### 3.2 Pharmacy Workflows (3 weeks) - 0/11

#### Pharmacy Requisition (different from general requisition)
- [ ] Create `PharmacyRequisition` entity (extends or separate from InternalRequisition)
  - [ ] Add pharmacy-specific fields
  - [ ] PrescribingPhysician (for patient-specific requests)
  - [ ] PatientId (if applicable)
  - [ ] DepartmentType (Outpatient, Inpatient, Emergency, etc.)
  - [ ] UrgencyLevel (Routine, Urgent, Stat)
  - [ ] RequiresPharmacistReview flag
- [ ] Add controlled substance approval requirement
  - [ ] Narcotic requisitions require dual approval
  - [ ] Special approval form for controlled substances
- [ ] Create `IPharmacyRequisitionService` interface
- [ ] Implement `PharmacyRequisitionService`
  - [ ] CheckControlledSubstanceLimits method
  - [ ] RequireDualApproval method
  - [ ] ValidatePrescription method (if linked to prescription)
- [ ] Create `PharmacyRequisitionController`
  - [ ] Pharmacy-specific endpoints
  - [ ] Controlled substance requisition workflow
- [ ] Update approval workflow to handle dual approvals for narcotics
- [ ] Add controlled substance quantity limits check
- [ ] Add prescription validation (if integrated with HIS)
- [ ] Create frontend pharmacy requisition form
  - [ ] Add pharmacy-specific fields
  - [ ] Warning indicators for controlled substances
  - [ ] Prescription attachment (future)
  - [ ] Dual approval status display
- [ ] Test pharmacy requisition workflow
- [ ] Test controlled substance requisition and dual approval
- [ ] User acceptance testing with pharmacy staff

#### Pharmacy Issue with Prescription Tracking
- [ ] Create `PharmacyDispensing` entity (extends or separate from StockIssue)
  - [ ] PrescriptionId (link to HIS or internal prescription system)
  - [ ] PatientId
  - [ ] PrescribingPhysician
  - [ ] DispensedBy (pharmacist)
  - [ ] VerifiedBy (second pharmacist for controlled substances)
  - [ ] DispenseDate, DispenseTime
  - [ ] DispensingInstructions
  - [ ] PatientCounseling (notes from pharmacist)
- [ ] Create `IPharmacyDispensingService` interface
- [ ] Implement `PharmacyDispensingService`
  - [ ] DispenseFromPrescription method
  - [ ] RequireSecondCheck method (for high-alert drugs)
  - [ ] RecordCounseling method
  - [ ] LogControlledSubstanceDispensing method
- [ ] Integrate with ControlledSubstanceLog for narcotic dispensing
- [ ] Add second pharmacist verification for controlled substances
  - [ ] Require signature/approval from second pharmacist
  - [ ] Record both pharmacists in transaction
- [ ] Add patient counseling documentation
  - [ ] Free text field for counseling notes
  - [ ] Standard counseling points checklist
- [ ] Create `PharmacyDispensingController`
  - [ ] GET /api/pharmacy/dispensing/pending-prescriptions
  - [ ] POST /api/pharmacy/dispensing/dispense
  - [ ] POST /api/pharmacy/dispensing/{id}/verify (second check)
  - [ ] GET /api/pharmacy/dispensing/history (patient drug history)
- [ ] Create frontend pharmacy dispensing interface
  - [ ] Prescription queue (pending dispensing)
  - [ ] Dispense form with prescription details
  - [ ] Drug interaction checker (placeholder for future)
  - [ ] Patient counseling form
  - [ ] Second pharmacist verification interface
  - [ ] Print prescription label
- [ ] Test pharmacy dispensing workflow
- [ ] Test controlled substance double-check
- [ ] Test patient counseling documentation
- [ ] User acceptance testing

#### Controlled Substance Tracking
- [ ] Implement controlled substance transaction logging
  - [ ] Auto-log all receipt, issue, adjustment of controlled substances
  - [ ] Include all required details (date, time, quantity, patient, physician, pharmacists)
- [ ] Create controlled substance reconciliation report
  - [ ] Daily balance verification
  - [ ] Compare physical count vs system balance
  - [ ] Require dual signature on reconciliation
- [ ] Create controlled substance register/logbook
  - [ ] Traditional logbook format (required by regulations)
  - [ ] Printable format with all transactions
  - [ ] Running balance
  - [ ] Signature columns
- [ ] Add special approval workflow for controlled substance orders
  - [ ] Require authorization from director/chief pharmacist
  - [ ] Document approval reason
- [ ] Implement quantity limits for controlled substance dispensing
  - [ ] Daily limits per patient
  - [ ] Monthly limits per patient
  - [ ] Alert when limits exceeded
  - [ ] Override mechanism with justification
- [ ] Create `ControlledSubstanceController`
  - [ ] GET /api/controlled-substances/transactions
  - [ ] GET /api/controlled-substances/balance
  - [ ] POST /api/controlled-substances/reconcile
  - [ ] GET /api/controlled-substances/register (logbook view)
- [ ] Create frontend controlled substance management
  - [ ] Transaction log viewer
  - [ ] Daily reconciliation interface
  - [ ] Register/logbook view and print
  - [ ] Discrepancy reporting
- [ ] Test controlled substance logging
- [ ] Test reconciliation workflow
- [ ] Test quantity limits and alerts
- [ ] Compliance review with pharmacy regulations
- [ ] User acceptance testing

---

### 3.3 Pharmacy Alerts and Compliance (2 weeks) - 0/6

#### Near-Expiry Alerts for Pharmacy
- [ ] Create pharmacy-specific expiry alert thresholds
  - [ ] 12 months (for long-lead items)
  - [ ] 7 months (standard alert)
  - [ ] 3 months (urgent action required)
  - [ ] 1 month (critical, consider disposal)
- [ ] Enhance near-expiry alert service for pharmacy
  - [ ] Group by urgency level
  - [ ] Calculate potential loss value
  - [ ] Suggest return to supplier options
- [ ] Create near-expiry action tracking
  - [ ] Record actions taken (returned to vendor, transferred, used in campaigns, disposed)
  - [ ] Track outcome (recovered value, loss)
- [ ] Add near-expiry dashboard widget for pharmacy
  - [ ] Summary by urgency level
  - [ ] Chart showing items by expiry month
  - [ ] Quick actions (return, transfer, dispose)
- [ ] Test pharmacy expiry alerts
- [ ] User acceptance testing

#### Narcotic/Controlled Substance Reporting
- [ ] Create monthly controlled substance usage report
  - [ ] Summary of receipts, dispensing, balance by controlled substance
  - [ ] Comparison with previous months
  - [ ] Variance analysis
- [ ] Create controlled substance audit trail report
  - [ ] Detailed transaction log for audit
  - [ ] Filter by date range, substance, transaction type
  - [ ] Include all regulatory required fields
- [ ] Create discrepancy report
  - [ ] List any discrepancies found during reconciliation
  - [ ] Investigation notes
  - [ ] Resolution status
- [ ] Create controlled substance disposal report
  - [ ] Items disposed (expired, damaged, recalled)
  - [ ] Disposal method, date, witnesses
  - [ ] Regulatory compliance documentation
- [ ] Add export to PDF/Excel for submission to authorities
- [ ] Test all controlled substance reports
- [ ] Compliance review with regulations
- [ ] User acceptance testing

#### Dangerous Drug Storage Tracking
- [ ] Create `DangerousGoodStorageLocation` entity
  - [ ] SpecialStorageType (Controlled temp, Flammable, Refrigerated, etc.)
  - [ ] TemperatureLog (if applicable)
  - [ ] AccessControl (who can access)
  - [ ] ComplianceChecklist
- [ ] Add storage compliance checking
  - [ ] Verify dangerous drugs stored in approved locations only
  - [ ] Alert if dangerous drug in non-compliant location
- [ ] Create temperature monitoring for refrigerated drugs
  - [ ] Log temperature readings
  - [ ] Alert if temperature out of range
  - [ ] Integrate with IoT temperature sensors (future)
- [ ] Create storage compliance report
  - [ ] List all dangerous drugs and their storage locations
  - [ ] Compliance status
  - [ ] Temperature logs for refrigerated items
- [ ] Test storage tracking
- [ ] Compliance review
- [ ] User acceptance testing

---

### 3.4 Pharmacy Reports (3 weeks) - 0/14

#### Implement all pharmacy-specific reports from requirements 3.9.7

##### Report P1: Drug/Medical Receipt-Issue Inspection Report
- [ ] Create query combining receipts and issues for pharmacy
- [ ] Create report template with details for audit
- [ ] Add filters: date range, item, lot
- [ ] Test and deploy

##### Report P2: Near-Expiry Drug Report (Enhanced)
- [ ] Extend existing near-expiry report with pharmacy-specific fields
- [ ] Add columns: Trade name, Generic name, Dosage form, Strength
- [ ] Add suggested actions column
- [ ] Add potential loss value calculation
- [ ] Test and deploy

##### Report P3: Drug Receipt Report
- [ ] Create query for pharmacy goods receipts
- [ ] Add pharmacy-specific columns
- [ ] Add grouping by vendor and drug category
- [ ] Test and deploy

##### Report P4: Pending Receipt Report (Pharmacy)
- [ ] Create pharmacy-specific pending receipt report
- [ ] Add critical drug indicators
- [ ] Add stock-out risk analysis
- [ ] Test and deploy

##### Report P5: Vendor Invoice Report
- [ ] Create invoice matching report
- [ ] Add price variance analysis
- [ ] Add drug-specific columns
- [ ] Test and deploy

##### Report P6: Drug/Medical Inventory Summary
- [ ] Create comprehensive inventory summary for pharmacy
- [ ] Add sections: by category, by storage location, controlled substances
- [ ] Add value breakdown by price scheme (OPD, IPD, etc.)
- [ ] Add KPIs: turnover rate, days of supply, stock-out rate
- [ ] Test and deploy

##### Report P7: Drug Receipt to Warehouse Report
- [ ] Create detailed receipt transaction report
- [ ] Add columns: Receipt number, Date, Vendor, PO reference, Items, Quantities, Costs
- [ ] Add lot and expiry tracking
- [ ] Test and deploy

##### Report P8: Medical Supplies Pending Delivery Report
- [ ] Create report showing items in transit
- [ ] Add expected delivery dates
- [ ] Add aging analysis (overdue deliveries)
- [ ] Test and deploy

##### Report P9: Purchase Requisition Forms (Pharmacy)
- [ ] Create pharmacy-formatted purchase requisition
- [ ] Add drug-specific fields (trade name, generic name, dosage form)
- [ ] Add regulatory information
- [ ] Add approval signature sections
- [ ] Test and deploy

##### Report P10: Purchase Order Form (Pharmacy)
- [ ] Create pharmacy-formatted PO
- [ ] Add vendor drug license verification
- [ ] Add special handling instructions
- [ ] Add storage requirements
- [ ] Test and deploy

##### Report P11: Receipt Memo and Accounting Record
- [ ] Create accounting format receipt document
- [ ] Add GL account information
- [ ] Add cost center allocation
- [ ] Add authorization signatures
- [ ] Test and deploy

##### Report P12: Controlled Substance Register (Logbook)
- [ ] Create traditional logbook format report
- [ ] Add all regulatory required columns
- [ ] Add running balance
- [ ] Add signature sections
- [ ] Ensure printable format matches regulatory requirements
- [ ] Test and deploy

##### Report P13: Pharmacy KPI Dashboard Report
- [ ] Create executive summary report
- [ ] Add KPIs: Stock value, Turnover rate, Near-expiry items, Controlled substance balance
- [ ] Add trend charts
- [ ] Add comparison with targets
- [ ] Test and deploy

##### Report P14: Drug Utilization Report
- [ ] Create report showing usage patterns by drug
- [ ] Add analysis by department, diagnosis (if available from HIS)
- [ ] Add ABC analysis
- [ ] Add cost analysis
- [ ] Test and deploy

---

### 3.5 HIS Integration (3 weeks) - 0/5

#### Integration Architecture
- [ ] Design integration approach (API, Message Queue, Database sync)
- [ ] Create `IHISIntegrationService` interface
- [ ] Implement authentication/authorization for HIS API
- [ ] Create data mapping between PIAM and HIS models
- [ ] Implement error handling and retry logic
- [ ] Create integration logging and monitoring
- [ ] Write integration tests with HIS sandbox/test environment

#### Prescription Orders Integration
- [ ] Create `Prescription` entity (or sync from HIS)
  - [ ] PrescriptionId, PatientId, PhysicianId
  - [ ] PrescriptionDate, Items
  - [ ] Status (New, Filled, PartiallyFilled, Cancelled)
- [ ] Implement ReceivePrescription method
  - [ ] Receive prescription orders from HIS
  - [ ] Validate drug availability
  - [ ] Create pharmacy dispensing task
  - [ ] Send acknowledgment to HIS
- [ ] Implement GetPendingPrescriptions method
  - [ ] Query HIS for new prescriptions
  - [ ] Sync to PIAM pharmacy queue
- [ ] Implement UpdatePrescriptionStatus method
  - [ ] Notify HIS when prescription filled
  - [ ] Send dispensed quantity and pharmacist information
- [ ] Test prescription order flow end-to-end

#### Dispensing Records Integration
- [ ] Implement SendDispensingRecord method
  - [ ] Send dispensing details to HIS
  - [ ] Include drug, quantity, pharmacist, counseling notes
  - [ ] Update patient medication administration record (MAR)
- [ ] Implement GetDispenseHistory method
  - [ ] Retrieve patient's medication history from HIS
  - [ ] Display in PIAM for drug interaction checking
  - [ ] Display for refill validation
- [ ] Test dispensing record synchronization

#### Patient Drug History Integration
- [ ] Implement GetPatientDrugHistory method
  - [ ] Retrieve patient's complete drug history from HIS
  - [ ] Display allergies, adverse reactions
  - [ ] Display current medications
- [ ] Implement drug interaction checking (basic)
  - [ ] Check current prescription against patient history
  - [ ] Alert for potential interactions
  - [ ] Alert for duplicate therapy
  - [ ] Alert for allergies
- [ ] Create patient drug history viewer in frontend
- [ ] Test patient history retrieval and display

#### Stock Level Integration (Bi-directional)
- [ ] Implement SendStockLevel method
  - [ ] Send pharmacy stock levels to HIS
  - [ ] Real-time or scheduled sync
- [ ] Implement ReceiveStockLevelRequest method
  - [ ] HIS queries PIAM for drug availability
  - [ ] Return current quantity on hand
- [ ] Test stock level synchronization

#### Testing & Go-Live
- [ ] Integration testing with HIS test environment
- [ ] End-to-end testing (prescription → dispensing → patient record)
- [ ] Performance testing (throughput, latency)
- [ ] Failover testing (handle HIS downtime gracefully)
- [ ] Security and compliance testing
- [ ] User acceptance testing
- [ ] Production deployment coordination with HIS team
- [ ] Post-go-live monitoring and support

---

## 🟢 Phase 4: Advanced Features (MEDIUM) - 10 weeks

### 4.1 General Warehouse Enhancements (2 weeks) - 0/8

#### Stock Level Alerting Enhancements
- [ ] Add reorder point automatic calculation
  - [ ] Based on historical usage
  - [ ] Lead time consideration
  - [ ] Safety stock calculation
- [ ] Add seasonal adjustment for reorder points
- [ ] Add demand forecasting (simple moving average or exponential smoothing)
- [ ] Add automated purchase requisition generation
  - [ ] Auto-create PR when stock below reorder point
  - [ ] Suggest order quantity (EOQ formula)
- [ ] Test automated reorder functionality

#### Return Receipt Flows
- [ ] Implement receipt return from departments
  - [ ] Create `DepartmentReturn` document type
  - [ ] Link to original issue
  - [ ] Capture return reason
  - [ ] Return to stock or quarantine
- [ ] Implement inter-warehouse return flow
  - [ ] Create reverse transfer
  - [ ] Track return reasons
- [ ] Add return authorization workflow
  - [ ] Require approval for returns
  - [ ] Quality check before returning to stock
- [ ] Create return receipt frontend
- [ ] Test return workflows

---

### 4.2 Budget & Accounting Integration (3 weeks) - 0/11

#### GL Account Mapping
- [ ] Create `WarehouseGLMapping` entity
  - [ ] Map Warehouse + ItemCategory → GL Accounts
  - [ ] InventoryAccount (asset), CostOfGoodsAccount (expense), VarianceAccount, ReturnAccount
- [ ] Create `IGLIntegrationService` interface
- [ ] Implement `GLIntegrationService`
  - [ ] GetGLAccountForTransaction method
  - [ ] GenerateGLEntry method
  - [ ] PostToGL method (integration with accounting system)
- [ ] Create GL mapping configuration UI
- [ ] Test GL account mapping

#### Accounting Voucher Generation
- [ ] Implement voucher generation on inventory transactions
  - [ ] Receipt: Debit Inventory, Credit Accounts Payable
  - [ ] Issue: Debit COGS, Credit Inventory
  - [ ] Adjustment: Debit/Credit Variance Account and Inventory
  - [ ] Transfer: No GL impact (inter-account transfer)
- [ ] Create `AccountingVoucher` entity (or integrate with existing accounting module)
- [ ] Create voucher batch processing
  - [ ] Daily batch job to generate vouchers
  - [ ] Manual trigger for immediate posting
- [ ] Create voucher review and approval workflow
- [ ] Test voucher generation for all transaction types

#### Budget Tracking
- [ ] Create `BudgetAllocation` entity
  - [ ] By ItemCategory or Item, By Department, By Fiscal year
  - [ ] AllocatedAmount, CommittedAmount, ActualAmount, AvailableAmount
- [ ] Create `IBudgetService` interface
- [ ] Implement `BudgetService`
  - [ ] CheckBudgetAvailability method
  - [ ] CommitBudget method (on requisition approval)
  - [ ] PostBudget method (on goods receipt or issue)
  - [ ] ReleaseBudget method (on requisition cancellation)
  - [ ] GetBudgetUtilization method
- [ ] Integrate budget checking into requisition approval
  - [ ] Reject requisition if budget insufficient
  - [ ] Allow override with special approval
- [ ] Create budget allocation configuration UI
  - [ ] Set up budgets by department, category, fiscal year
  - [ ] Import budget from Excel
  - [ ] Adjust budgets (with approval)
- [ ] Create budget utilization dashboard
  - [ ] Show allocated vs committed vs actual
  - [ ] Show available budget
  - [ ] Alert when approaching limit (e.g., 80% utilized)
- [ ] Test budget checking and commitment workflow

#### Cost Accounting Reports
- [ ] Create Cost of Goods Issued report
  - [ ] Calculate COGS by department, category, time period
- [ ] Create Inventory Valuation report
  - [ ] Total inventory value by warehouse, category
  - [ ] Aging analysis
  - [ ] Comparison with previous period
- [ ] Create Budget vs Actual report
  - [ ] Compare budget allocation, committed, actual
  - [ ] Variance analysis
  - [ ] Forecast year-end position
- [ ] Create Variance Analysis report
  - [ ] Price variance (PO price vs actual receipt price)
  - [ ] Quantity variance (ordered vs received)
  - [ ] Usage variance (expected vs actual consumption)
- [ ] Test all cost accounting reports

---

### 4.3 ASN (Advanced Ship Notice) (2 weeks) - 0/8

#### Backend Development
- [ ] Create `AdvancedShipNotice` entity
  - [ ] ASN Number, ASN Date, Expected Arrival Date
  - [ ] Link to PurchaseOrder
  - [ ] VendorReference, Carrier, TrackingNumber
  - [ ] Status (Sent, In Transit, Arrived, Received, Closed)
  - [ ] Lines collection
- [ ] Create `AdvancedShipNoticeLine` entity
  - [ ] Item, OrderedQuantity, ShippedQuantity
  - [ ] Lot numbers, Expiry dates (from vendor)
  - [ ] Box/Pallet information (packaging details)
  - [ ] Weight, Dimensions
- [ ] Create EF Core configuration classes
- [ ] Create and run database migration
- [ ] Create DTOs
- [ ] Create `IASNService` interface
- [ ] Implement `ASNService`
  - [ ] ImportASN method (EDI, API, manual entry)
  - [ ] CreateGoodsReceiptFromASN method
  - [ ] CompareASNvsActual method (discrepancy detection)
  - [ ] CloseASN method
- [ ] Create `ASNController`
  - [ ] GET /api/asn - List ASNs
  - [ ] POST /api/asn/import - Import ASN
  - [ ] GET /api/asn/{id} - Get ASN details
  - [ ] POST /api/asn/{id}/create-grn - Create GRN from ASN
- [ ] Implement EDI integration for ASN (if vendor supports)
  - [ ] Parse EDI 856 Advance Ship Notice
  - [ ] Map to ASN entity
- [ ] Implement email parsing for ASN
  - [ ] Parse vendor shipping notification emails
  - [ ] Extract ASN data
- [ ] Write unit tests
- [ ] Write integration tests

#### Frontend Development
- [ ] Update `warehouse-asn` module (currently mock)
- [ ] Create TypeScript models
- [ ] Create `ASNService` (HTTP client)
- [ ] Create ASN import page
  - [ ] Manual entry form
  - [ ] File upload (EDI, Excel)
  - [ ] Email integration (future)
- [ ] Create ASN workbench
  - [ ] List all ASNs with status
  - [ ] Filter by date, vendor, status
  - [ ] Action: Create GRN from ASN
- [ ] Create ASN detail view
  - [ ] Display ASN header and lines
  - [ ] Show expected vs actual quantities (for closed ASNs)
  - [ ] Discrepancy highlights
- [ ] Create ASN-to-GRN wizard
  - [ ] Pre-populate GRN form with ASN data
  - [ ] Allow adjustments
  - [ ] Quick receive workflow
- [ ] Add translation keys
- [ ] Add routing and navigation

#### Testing
- [ ] Test ASN import (manual, EDI, file)
- [ ] Test GRN creation from ASN
- [ ] Test discrepancy detection
- [ ] Test ASN status workflow
- [ ] Test with sample vendor ASN data
- [ ] User acceptance testing

---

### 4.4 Tier 3-4 Reports & Analytics (3 weeks) - 0/8

#### Tier 3: Compliance and Audit Reports

##### Report A1: Receipt Inspection Report (Enhanced)
- [ ] Add quality inspection details
- [ ] Add acceptance/rejection criteria
- [ ] Add inspector signatures
- [ ] Add photos/attachments support (future)
- [ ] Test and deploy

##### Report A2: Adjustment Report with Reasons
- [ ] Create detailed adjustment report
- [ ] Group by reason code
- [ ] Add value impact analysis
- [ ] Add approver information
- [ ] Add trend analysis (frequent adjustments by item/location)
- [ ] Test and deploy

##### Report A3: Cycle Count Results (Enhanced)
- [ ] Extend existing cycle count report
- [ ] Add variance analysis by employee, location, item
- [ ] Add accuracy metrics
- [ ] Add trend over time
- [ ] Test and deploy

##### Report A4: Item Master Change Log
- [ ] Create audit trail report for item master changes
- [ ] Add columns: Date, User, Field Changed, Old Value, New Value, Reason
- [ ] Add filters: date range, item, user, field
- [ ] Test and deploy

##### Report A5: Transaction Audit Trail
- [ ] Create comprehensive transaction log report
- [ ] Add columns: Date, Time, Transaction Type, Document, User, Item, Quantity, Location, Before/After values
- [ ] Add filters for forensic analysis
- [ ] Test and deploy

#### Tier 4: Analytics Reports

##### Report A6: ABC Analysis
- [ ] Create ABC classification report
  - [ ] Classify items by value (A: top 80%, B: next 15%, C: remaining 5%)
  - [ ] Classify items by quantity
  - [ ] Classify items by movement frequency
- [ ] Add visualization (Pareto chart)
- [ ] Add recommendations (e.g., "Focus cycle counting on Class A items")
- [ ] Test and deploy

##### Report A7: Slow-Moving and Non-Moving Items
- [ ] Create query for items with no movement in X days (configurable: 90, 180, 365 days)
- [ ] Calculate carrying cost for slow-moving inventory
- [ ] Add recommendations (dispose, discount, return to vendor)
- [ ] Test and deploy

##### Report A8: Stock Turnover Report
- [ ] Calculate turnover rate by item, category, warehouse
  - [ ] Turnover Rate = COGS / Average Inventory Value
  - [ ] Days of Supply = Average Inventory / Average Daily Usage
- [ ] Add trend analysis
- [ ] Add comparison with target turnover rates
- [ ] Add benchmarking (industry standards)
- [ ] Test and deploy

##### Report A9: Demand Forecasting Report
- [ ] Implement simple forecasting model (moving average or exponential smoothing)
- [ ] Generate forecast for next 1, 3, 6, 12 months
- [ ] Add confidence intervals
- [ ] Add comparison with actual demand (forecast accuracy)
- [ ] Add seasonal adjustment
- [ ] Test and deploy

##### Report A10: Price Comparison Report
- [ ] Compare prices across vendors for same items
- [ ] Show price history over time
- [ ] Identify best price opportunities
- [ ] Add cost savings analysis (if switched vendors)
- [ ] Test and deploy

#### Analytics Dashboard
- [ ] Create warehouse analytics dashboard
  - [ ] KPI widgets (stock value, turnover rate, accuracy, fill rate)
  - [ ] Charts (inventory trend, ABC distribution, movement analysis)
  - [ ] Top lists (top moving items, top value items, top discrepancies)
  - [ ] Alerts summary
- [ ] Add drill-down capabilities (click widget to see detailed report)
- [ ] Add date range selector
- [ ] Add export to PDF/PowerPoint
- [ ] Test dashboard with real data
- [ ] User acceptance testing

---

### 4.5 Configuration Management UI (2 weeks) - 0/5

#### Warehouse Settings Management
- [ ] Create `WarehouseSettings` entity
  - [ ] Document numbering formats (patterns and sequences)
  - [ ] Default warehouses for user roles
  - [ ] Auto-approval thresholds (by document type and amount)
  - [ ] Alert configurations (thresholds, channels, recipients)
  - [ ] Email notification settings (SMTP config, templates)
  - [ ] Reporting settings (logo, headers, footers)
  - [ ] Integration settings (HIS endpoints, credentials)
- [ ] Create `ISettingsService` interface
- [ ] Implement `SettingsService` (CRUD for settings)
- [ ] Create `SettingsController`
- [ ] Create settings management UI (admin panel)
  - [ ] Tabs for different setting categories
  - [ ] Document numbering configuration
    - [ ] Define patterns with placeholders (e.g., REQ-{YYYY}-{MM}-{####})
    - [ ] Set current sequence numbers
    - [ ] Reset sequences
  - [ ] Default values configuration
  - [ ] Auto-approval thresholds
  - [ ] Alert configuration (link to existing alert config from Phase 2)
  - [ ] Email settings
  - [ ] Report customization (logo upload, header/footer text)
  - [ ] Save and validate settings
- [ ] Test settings management
- [ ] User acceptance testing

#### Master Data Management UIs

##### Adjustment Reasons
- [ ] Create CRUD UI for adjustment reasons
- [ ] List all reasons with active/inactive status
- [ ] Add/edit/delete reasons
- [ ] Set default reason
- [ ] Test and deploy

##### Transfer Types
- [ ] Create `TransferType` enum or entity (if not exists)
  - [ ] StandardTransfer, BorrowOut, BorrowReturn, Emergency, Replenishment, Redistribution
- [ ] Create CRUD UI for transfer types
- [ ] Associate transfer types with workflow rules (e.g., borrow requires return date)
- [ ] Test and deploy

##### Document Types
- [ ] Create master list of document types (if not already exists)
- [ ] Create CRUD UI for document type configuration
  - [ ] Define numbering pattern per document type
  - [ ] Define required approvals per document type
  - [ ] Define permissions per document type
- [ ] Test and deploy

##### Storage Location Types
- [ ] Create CRUD UI for location types
- [ ] List all location types (Warehouse, Sub-Store, Bin, Quarantine, etc.)
- [ ] Add/edit/delete location types
- [ ] Associate location types with properties (e.g., requires temperature control)
- [ ] Test and deploy

##### Unit of Measure (UOM)
- [ ] Create CRUD UI for UOM management
- [ ] List all UOMs with conversion factors
- [ ] Add/edit/delete UOMs
- [ ] Define base UOM per item
- [ ] Test UOM conversions

#### User Role Management (Warehouse-Specific)
- [ ] Extend existing user/role management with warehouse-specific permissions
- [ ] Create warehouse permission matrix
  - [ ] Permissions: View Stock, Receive Goods, Issue Stock, Adjust Stock, Approve Requisitions, Manage Settings, etc.
  - [ ] Roles: Warehouse Manager, Warehouse Clerk, Pharmacist, Department Requester, etc.
- [ ] Create role assignment UI
  - [ ] Assign users to warehouse roles
  - [ ] Assign users to specific warehouses (location-based access control)
- [ ] Test role-based access control
- [ ] User acceptance testing

---

## 📋 Additional Tasks (Ongoing)

### Documentation - 0/8
- [ ] Write user manuals for all new modules
- [ ] Write administrator guides (settings, master data, workflows)
- [ ] Create video tutorials for key workflows
- [ ] Document API endpoints (Swagger/OpenAPI)
- [ ] Create database schema documentation
- [ ] Write deployment and configuration guides
- [ ] Create troubleshooting guides
- [ ] Maintain change log

### Testing - 0/6
- [ ] Conduct security testing (penetration testing, vulnerability scanning)
- [ ] Conduct performance testing (load testing, stress testing)
- [ ] Conduct usability testing with end users
- [ ] Conduct accessibility testing (WCAG compliance)
- [ ] Conduct browser compatibility testing
- [ ] Conduct mobile responsiveness testing

### Training - 0/4
- [ ] Develop training materials
- [ ] Conduct train-the-trainer sessions
- [ ] Conduct end-user training sessions
- [ ] Create training assessment and certification

### Deployment - 0/5
- [ ] Set up production environment
- [ ] Conduct data migration (if needed)
- [ ] Perform production deployment
- [ ] Conduct post-deployment verification
- [ ] Provide hypercare support (1-2 weeks post-deployment)

---

## Priority Matrix Quick Reference

### 🔴 CRITICAL (Implement Immediately)
1. Internal Requisition Module
2. Stock Issue/Dispense Module
3. Stock Adjustment Module
4. Essential Reports (Tier 1)

### 🟡 HIGH (Implement Soon)
1. Operational Reports (Tier 2)
2. Document Printing & Labels
3. Alert System
4. Approval Workflow Engine
5. Pharmacy Enhancements (if hospital)

### 🟠 MEDIUM (Implement Later)
1. Budget & Accounting Integration
2. Configuration Management UI
3. Tier 3-4 Reports & Analytics

### 🟢 LOW (Enhancement/Optimization)
1. ASN Implementation
2. Transfer Order Creation UI
3. Cycle Count Enhancements

---

**End of TODO List**