Planning reset: v2 roadmap and phase 4-7 structure

.planning/REQUIREMENTS.md

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+# TFM aInventory — V2 Requirements
+
+## V1 Foundation (Validated & Stable)
+
+All v1 features are locked. These are proven valuable:
+
+- ✓ Item inventory with barcode/part number/quantity tracking
+- ✓ Offline QR/barcode scanning
+- ✓ AI-powered label extraction from photos
+- ✓ LDAP authentication + credential caching for offline work
+- ✓ Admin dashboard (users, categories, config, audit logs)
+- ✓ PWA with offline sync (IndexedDB + UUID idempotency)
+- ✓ Image adjustment (rotation only) in onboarding flow
+- ✓ Audit logging (immutable, never deleted)
+
+## V2 Scope — Phase 4 & 5 (TBD)
+
+### Must-Have (Table Stakes)
+
+- [ ] **Mobile UX Polish**: Responsive gesture handling, small-screen affordance fixes, touch-friendly controls
+- [ ] **Field User Research**: Validate assumptions from 1+ deployed locations; capture pain points
+- [ ] **Documentation**: Config management guide, deployment runbook, AI provider setup
+
+### Should-Have (High Value)
+
+- [ ] **Batch Operations UI**: Multi-item selection + bulk actions (stock adjustment, deletion, relocation)
+- [ ] **Search & Filtering**: Find items by name/PN/barcode; filter by category or location
+- [ ] **Export/Reports**: CSV export of inventory state, audit trails for compliance
+- [ ] **Box Label Printing**: Standardized thermal label layout (improve on current SVG generation)
+- [ ] **Deployment Docs**: Runbook for single-instance setup (Docker, LDAP integration, offline mode)
+
+### Nice-to-Have (Deferred to V3)
+
+- [ ] Advanced analytics (inventory trends, turnover rates)
+- [ ] Multi-warehouse support (federation, inter-location transfers)
+- [ ] Custom field schemas (Item type extension)
+- [ ] Real-time sync (WebSocket updates for concurrent admin sessions)
+- [ ] Localization (multi-language UI)
+
+## Success Criteria
+
+### For V2 Launch
+
+- [ ] Mobile UX tested with 3+ field users; zero critical usability blockers
+- [ ] Documentation complete (setup, deployment, config)
+- [ ] Batch operations reduce bulk work by 50%+ compared to v1
+
+### For Ongoing Stability
+
+- [ ] Zero data loss incidents in offline sync (100% UUID idempotency)
+- [ ] Audit logs complete (all CRUD ops logged, deletions traced)
+- [ ] Performance: Scan-to-save < 2 seconds; bulk sync < 30 seconds
+
+## Out of Scope (Rationale)
+
+- **Cropping**: Rotation covers 90% of rotated/skewed image issues; add if feedback demands it
+- **Multi-tenancy**: Single-instance per organization; federation is v3+
+- **Real-time collab**: Async batch workflow matches field ops; collab adds complexity without value
+- **Custom field schemas**: Predefined Item/Category structure has proven sufficient in deployments
+
+## Assumptions
+
+- **Field deployments are active**: At least 1-2 live sites using v1.14.6
+- **LDAP available**: Enterprise directory integration is mandatory (no guest mode)
+- **SQLite sufficient**: Single-instance, no sharding/replication needed for v2
+- **AI providers stable**: Gemini + Claude APIs continue to be available and affordable
+- **Offline sync works**: UUID idempotency prevents data loss (validated in v1)
+
+## Acceptance Criteria Template
+
+For each requirement, specify:
+
+- **What**: Feature description (1-2 sentences)
+- **Why**: Business/user value
+- **How**: Technical approach (can be refined during phase planning)
+- **Done**: Success metric (tests, UX validation, performance target)
+
+---
+
+*Last updated: 2026-04-22 during reset*