Planning reset: v2 roadmap and phase 4-7 structure

.planning/STATE.md

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+# Planning State — TFM aInventory V2 Reset
+
+**Date**: 2026-04-22  
+**Reset Type**: Lost priority focus / refocus on v2  
+**Scope Preserved**: Mission, tech stack, validated features, constraints  
+
+---
+
+## What Changed
+
+### Why Reset Was Needed
+- Current phase (3) complete; unclear what v2 should prioritize
+- Too many potential features; no clear direction
+- Field deployments active but feedback not systematized
+
+### What We Kept
+✓ Core mission: inventory + scanning + AI extraction + offline sync  
+✓ Tech stack: FastAPI, SQLite, Next.js (no changes planned)  
+✓ v1.14.6 work: Image adjustment modal, rotation-only simplification, zoom fix  
+✓ Constraints: LDAP auth, offline-first, multi-AI support  
+
+### What We Added
+- Clear v2 feature scope (must-have, should-have, nice-to-have)
+- Field validation phase (phase 4) before feature development
+- Structured roadmap: Phases 4-7 with milestones
+- Success criteria for each phase
+
+---
+
+## Current State
+
+**Version**: v1.14.6 stable  
+**Branch**: dev  
+**Last Work**: Session 33 (ImageAdjustmentModal rotation-only, zoom fixes)  
+**Deployments**: 1-2 pilot sites using v1.14.6  
+
+---
+
+## Next Steps
+
+1. **Phase 4 Planning** (`/gsd-plan-phase 4`):
+   - Deploy v1.14.6 to pilot sites
+   - Collect field feedback
+   - Fix mobile UX blockers
+   - Update deployment docs
+
+2. **Phase 5 Planning** (after field validation):
+   - Implement batch operations
+   - Add search/filtering
+   - Add export/reports
+   - Based on field user feedback
+
+3. **Ongoing**:
+   - Monitor field deployments
+   - Track issues/feedback
+   - Adjust roadmap based on real user needs
+
+---
+
+## Key Assumptions
+
+- Field users are actively using v1.14.6
+- LDAP + offline-first are non-negotiable requirements
+- SQLite is sufficient for v2 scope
+- AI providers (Gemini + Claude) remain stable and affordable
+- No multi-tenant or multi-warehouse needs in v2
+
+---
+
+## Decision Log
+
+| Date | Decision | Rationale | Status |
+|------|----------|-----------|--------|
+| 2026-04-22 | Reset planning to phases 4-7 | Lost focus on v2 direction; field feedback needed | Active |
+| 2026-04-22 | Phase 4: Field validation first | Gather real user needs before building v2 features | Planned |
+| 2026-04-22 | Defer cropping, analytics, federation | Not needed for v2; revisit in v3 | Out of scope |
+
+---
+
+## Risk Register
+
+| Risk | Impact | Mitigation |
+|------|--------|-----------|
+| Field users have different priorities than assumed | High | Phase 4 validation; adjust roadmap based on feedback |
+| SQLite hits scale limits with 10K+ items | Medium | Phase 6 scale testing; optimize queries if needed |
+| AI provider costs become prohibitive | Medium | Monitor usage; have fallback provider (Claude if Gemini fails) |
+| LDAP integration blocks new deployments | Medium | Phase 4 docs; simplify setup; provide troubleshooting guide |
+
+---
+
+*Last updated: 2026-04-22 after reset*