docs-piam/references/warehouse-implementation-todo.md

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

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

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

Backend Development

• Create InternalRequisition entity in Domain layer
  • Add properties: RequisitionNumber, RequestDate, RequiredDate, Status, Priority (Normal/Urgent)
  • Add navigation properties: RequestingDepartment, RequestedByEmployee, ApprovedByEmployee
  • Add timestamps: SubmittedDate, ApprovedDate
• Create InternalRequisitionLine entity in Domain layer
  • Add properties: Item, RequestedQuantity, UnitOfMeasure, ApprovedQuantity
  • Add notes field for line item remarks
• Create InternalRequisitionStatus enum
  • Values: Draft, Submitted, Approved, Rejected, PartiallyFulfilled, Fulfilled, Cancelled
• Create InternalRequisitionPriority enum
  • Values: Normal, Urgent
• Create EF Core configuration classes
  • InternalRequisitionConfiguration.cs
  • InternalRequisitionLineConfiguration.cs
• Create and run database migration
• Create DTOs in Application layer
  • InternalRequisitionSummaryDto (for workbench list)
  • InternalRequisitionDetailDto (for full details)
  • InternalRequisitionLineDto (for line items)
  • InternalRequisitionLineUpsertDto (for create/update line items)
  • CreateInternalRequisitionDto
  • UpdateInternalRequisitionDto
  • SubmitInternalRequisitionDto
  • ApproveInternalRequisitionDto (with optional line-level approvals)
  • 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

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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

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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

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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)

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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

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🟡 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

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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

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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

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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

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📋 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)

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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

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End of TODO List