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+---
+phase: 5
+name: Core V2 Features
+scope: Revised (Batch Operations removed, Quick Quantity Adjustment added)
+created: 2026-04-22
+---
+
+# Phase 5 Context: Core V2 Features
+
+**Goal:** Implement must-have v2 features based on field feedback from Phase 4 deployments.
+
+**Status:** Context finalized, ready for planning
+
+---
+
+## Scope (Locked)
+
+### REMOVED
+- **Batch Operations** — Not applicable to sequential scanning workflow. Users process one item at a time: scan → verify → save → next item. Bulk multi-select/edit fundamentally conflicts with this workflow.
+
+### ADDED
+- **Quick Quantity Adjustment** — Streamline check-in/check-out experience by eliminating modal friction
+
+### MAINTAINED
+- **Search & Filtering** — Find items quickly in inventory
+- **Export/Reports** — Admin tools for procurement and audit compliance
+
+---
+
+## Feature Decisions
+
+### 1. Quick Quantity Adjustment
+
+**Decision: Hybrid UI approach**
+
+- **Keep +/- buttons** — Large tap targets for glove-friendly field operations
+- **Add tap-to-edit on number display** — User can click/tap the quantity number to open inline input field for direct typing/pasting
+- **Toggle between button taps and direct input** — Users choose fastest method for their situation
+
+**User workflow:**
+1. User scans item → Item recognized in inventory
+2. Quantity adjustment UI shown (no modal needed)
+3. User either:
+   - Taps +/- buttons repeatedly, OR
+   - Taps number display → types quantity directly → Enter to confirm
+4. Quantity saved immediately
+
+**Benefit:** Faster for field work, accommodates different user preferences, no modal overhead
+
+---
+
+### 2. Search & Filtering
+
+#### 2a. Search UI & Flow
+
+**Decision: Modal-based search with item list**
+
+- **Search button** — New "Search" button on main inventory page (alongside existing "Scan" button)
+- **Search modal** — Opens dedicated modal with:
+  - Search input field (text entry)
+  - Matched items displayed as vertical list below
+- **Result interaction** — User taps matched item → opens existing quantity adjustment modal
+- **Reuses workflows** — Leverages existing item details and quantity modal (no new modals)
+
+**Search triggers on:** Keystroke (real-time matching) OR Enter/Submit button
+
+**User workflow:**
+1. User taps "Search" button on main page
+2. Modal opens with search input
+3. User types search text
+4. Matched items appear as list below input
+5. User taps an item → quantity adjustment modal opens
+6. User adjusts quantity or views item details
+
+---
+
+#### 2b. Search Scope
+
+**Decision: Search across all text fields**
+
+Search matches against these item fields:
+- Item Name
+- Part Number
+- Barcode
+- Description
+- Category
+- Notes
+- Any future fields added to items
+
+**Rationale:** Field users may have different identifiers on hand. Broad search increases likelihood of finding the item quickly.
+
+---
+
+#### 2c. Filtering
+
+**Decision: No filtering in Phase 5. Deferred to Phase 6+**
+
+- Search returns all matches across all categories and locations
+- If field feedback shows filtering is critical, add Category + Location filters in next phase
+- Keep Phase 5 scope focused on core search functionality
+
+---
+
+### 3. Export/Reports
+
+**Audience:** Admins only (not field users)
+
+**Access:** Admin Dashboard (manual trigger, no scheduled exports)
+
+#### 3a. Inventory Snapshot Export
+
+**Purpose:** Procurement — Help admins decide what to buy next
+
+**Contents:**
+- All current item fields (Name, PN, Category, Quantity, Location, Description, Type, Notes, etc.)
+- Include ANY future fields added to items
+- Single snapshot of current inventory state
+- Users can open CSV/Excel and exclude unwanted columns
+
+**Filename format:** `inventory_snapshot_YYYY-MM-DD.csv` and `.xlsx`
+
+---
+
+#### 3b. Audit Trail Export
+
+**Purpose:** Compliance & accountability — Track who changed what and when
+
+**Contents:**
+- All audit log information (Date/Time, User, Item, Action, Quantity Changed, Notes, etc.)
+- Include ANY future audit fields added to the system
+- Complete transaction history from start of system
+- Users can open CSV/Excel and exclude unwanted columns
+
+**Filename format:** `audit_trail_YYYY-MM-DD.csv` and `.xlsx`
+
+---
+
+#### 3c. Export Format
+
+**Decision: Both CSV and Excel (.xlsx) formats**
+
+- **CSV** — Universal format, opens in any spreadsheet app
+- **Excel** — More user-friendly (formatting, colors, filtering capabilities)
+- **Filenames include timestamp** — Users can track which export is from which date
+- **Both available simultaneously** — Admin chooses which format to download
+
+**Examples:**
+- `inventory_snapshot_2026-04-22.csv`
+- `inventory_snapshot_2026-04-22.xlsx`
+- `audit_trail_2026-04-22.csv`
+- `audit_trail_2026-04-22.xlsx`
+
+---
+
+## Upstream Dependencies & Constraints
+
+### From Phase 4.1 (Spare Parts Search)
+- Inventory list view is available and functional
+- Item details modal exists and works
+- Quantity adjustment modal exists (will be reused/adapted for quick adjust)
+
+### Technical Constraints (from PROJECT_ARCHITECTURE.md)
+- Frontend: Next.js 15+, Tailwind CSS, TypeScript strict mode
+- Backend: FastAPI, SQLite, Pydantic v2
+- UI: Premium fidelity (no UPPERCASE, Tailwind only, Lucide icons)
+- Testing: Vitest for frontend, Pytest for backend
+
+### Non-negotiables (from AI_RULES.md)
+- All API endpoints must have tests
+- TypeScript strict mode
+- No UPPERCASE in UI
+- No decorative gradients or bold fonts
+- Icon affordances (ChevronDown for dropdowns, etc.)
+
+---
+
+## Deferred Ideas (Not Phase 5)
+
+- **Advanced filtering** (Category, Location, Date range) — Add if field feedback shows need
+- **Bulk operations** — Confirmed not needed for sequential scanning workflow
+- **Scheduled/automated exports** — Manual exports sufficient for Phase 5
+- **Real-time sync visualization** — Deferred to Phase 6+
+- **Export to cloud storage** — CSV/Excel download sufficient for Phase 5
+
+---
+
+## Questions for Planning
+
+When the planner reads this context, they should be able to answer:
+
+1. **Quick Quantity Adjustment** — Should this replace the modal entirely, or coexist alongside it for viewing item details?
+2. **Search real-time vs submit** — Should search results update as user types, or require Enter/button click?
+3. **Export generation** — Should exports be generated in-memory or queued as background jobs?
+4. **Excel creation** — Library/method to generate .xlsx from Python backend?
+
+---
+
+## Next Steps
+
+1. **Planning:** `/gsd-plan-phase 5` — Create detailed task breakdown for these three features
+2. **Research:** Identify libraries for Excel export, validate search performance patterns
+3. **Execution:** Implement features following task plan
+4. **Verification:** UAT with field users for quick adjust UX, export format validation
+
+---
+
+**Status:** ✓ Context complete, ready for planning phase