Planning reset: v2 roadmap and phase 4-7 structure
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.planning/ROADMAP.md
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# TFM aInventory — V2 Roadmap
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**Scope**: High-level phases (v1.14.6 → v2.0 stable). 3-4 quarters. User research + field validation drives next phases.
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---
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## Phase 4: Field Validation & UX Polish (1 month)
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**Goal**: Validate v1.14.6 in 2-3 field deployments; fix critical mobile UX issues.
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**Deliverables**:
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- [ ] Deploy v1.14.6 to pilot sites (1-2 organizations)
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- [ ] Collect field user feedback (usability, missing features, pain points)
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- [ ] Fix mobile UX blockers (gesture handling, responsive breakpoints, accessibility)
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- [ ] Update docs: setup guide, deployment runbook, config reference
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**Milestones**:
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- Week 1-2: Deployment + user kickoff
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- Week 3: Feedback synthesis; prioritize v2 features
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- Week 4: Ship v1.14.7 (UX fixes + docs)
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**Success Criteria**:
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- [ ] 3+ field users validate core workflow (scan → extract → adjust → save)
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- [ ] Zero critical UX blockers on mobile (iOS/Android)
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- [ ] Docs complete enough for new admin to deploy without support
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---
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## Phase 5: Core V2 Features (2 months)
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**Goal**: Implement must-have v2 features based on field feedback.
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**Scope** (prioritized by field feedback):
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1. **Batch Operations** (1 month): Multi-select items, bulk adjust stock, batch delete
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2. **Search & Filtering** (2 weeks): Find by name/PN/barcode, filter by category/location
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3. **Export/Reports** (1 week): CSV export, audit trail reports
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**Milestones**:
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- Week 1-4: Batch operations (backend + UI)
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- Week 5-6: Search/filtering
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- Week 7: Export/reports
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- Week 8: Testing + polish
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**Success Criteria**:
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- [ ] Batch operations reduce bulk work by 50%+ (measured: 10-item adjustment now <30s)
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- [ ] Search finds any item in <500ms (even with 10K+ items)
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- [ ] Export covers audit logs + inventory snapshot
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- [ ] All new features tested (unit + integration)
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---
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## Phase 6: Deployment & Scale (1 month)
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**Goal**: Production-ready multi-site deployment; scale testing.
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**Scope**:
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- [ ] Docker containerization (if not already done)
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- [ ] Deployment automation (single-command setup)
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- [ ] Scale testing (10K+ items, 5+ concurrent users)
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- [ ] Performance optimization (if needed)
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- [ ] Backup/restore procedures documented
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**Milestones**:
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- Week 1: Docker + compose file
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- Week 2: Automated deployment + smoke tests
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- Week 3: Scale testing + bottleneck identification
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- Week 4: Performance fixes + runbook finalization
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**Success Criteria**:
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- [ ] Single command deploys complete stack
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- [ ] System handles 10K items + 5 concurrent scans (< 2s latency)
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- [ ] Backup/restore works; zero data loss on restore
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- [ ] Deployment docs complete (admin can onboard new site)
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---
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## Phase 7: V2 Release & Hardening (ongoing)
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**Goal**: Launch v2.0; continuous stability improvements.
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**Scope**:
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- [ ] Public v2.0 release (stable tag + CHANGELOG)
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- [ ] Ongoing field monitoring (error logs, sync health, performance)
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- [ ] Hotfixes for production issues
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- [ ] Feature suggestions → v3 backlog
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**Success Criteria**:
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- [ ] Zero data loss incidents in first 30 days
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- [ ] 99%+ sync success rate
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- [ ] < 1% error rate in AI extraction (validated by users)
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- [ ] Docs remain current (update as issues emerge)
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---
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## Deferred to V3
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- **Advanced analytics**: Trends, turnover, forecasting
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- **Multi-warehouse federation**: Inter-location transfers, distributed sync
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- **Custom field schemas**: Item type extension (CNPJ custom fields, etc.)
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- **Real-time collaboration**: WebSocket updates for concurrent admin sessions
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- **Localization**: Multi-language UI (Portuguese, Spanish, etc.)
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---
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## Success Definition for V2.0 Launch
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- [ ] Phase 4: Field validation complete; UX polish shipped
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- [ ] Phase 5: Must-have features implemented + tested
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- [ ] Phase 6: Deployment automated; scale tested
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- [ ] Phase 7: v2.0 tagged; runbook finalized
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- [ ] Zero data loss incidents (100% offline sync coverage)
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- [ ] 3+ production sites running v2.0
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- [ ] Documentation complete (setup, deployment, troubleshooting)
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---
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*Last updated: 2026-04-22 during reset*
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