chore: major codebase cleanup and documentation consolidation
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# Planning State — TFM aInventory V2 Reset
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**Date**: 2026-04-22
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**Reset Type**: Lost priority focus / refocus on v2
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**Scope Preserved**: Mission, tech stack, validated features, constraints
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---
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## What Changed
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### Why Reset Was Needed
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- Current phase (3) complete; unclear what v2 should prioritize
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- Too many potential features; no clear direction
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- Field deployments active but feedback not systematized
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### What We Kept
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✓ Core mission: inventory + scanning + AI extraction + offline sync
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✓ Tech stack: FastAPI, SQLite, Next.js (no changes planned)
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✓ v1.14.6 work: Image adjustment modal, rotation-only simplification, zoom fix
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✓ Constraints: LDAP auth, offline-first, multi-AI support
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### What We Added
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- Clear v2 feature scope (must-have, should-have, nice-to-have)
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- Field validation phase (phase 4) before feature development
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- Structured roadmap: Phases 4-7 with milestones
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- Success criteria for each phase
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---
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## Current State
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**Version**: v1.14.6 + Phase 5 features (dev)
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**Branch**: dev
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**Last Work**: Phase 5 execution complete (2026-04-22)
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**Phases Completed**: 4, 4.1, 5
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**Current Focus**: Phase 5 verification, then Phase 6 planning
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### Phase 5 Execution Summary
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- **Plans**: 3 (all complete, 18 tasks total)
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- **Features Delivered**:
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- Quick Quantity Adjustment: Hybrid UI with tap-to-edit + +/- buttons
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- Search & Filtering: Modal-based search across all item fields
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- Export/Reports: CSV & Excel exports for inventory snapshot and audit trail
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- **Test Coverage**: 23+ test cases (frontend Vitest + backend Pytest)
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- **Commits**: 10+ atomic commits across all three plans
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- **Status**: Ready for verification and integration testing
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---
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## Next Steps
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1. **Phase 5 Verification** (current):
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- Code review against project standards
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- Regression testing on prior phases
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- Phase verification (all must-haves met)
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- Update roadmap on completion
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2. **Phase 6 Planning** (`/gsd-plan-phase 6`):
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- Docker containerization
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- Deployment automation
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- Scale testing (10K+ items, 5+ concurrent users)
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- Performance optimization if needed
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3. **Ongoing**:
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- Field UAT for Phase 5 features
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- Monitor deployment performance
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- Track user feedback for Phase 7 improvements
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---
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## Key Assumptions
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- Field users are actively using v1.14.6
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- LDAP + offline-first are non-negotiable requirements
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- SQLite is sufficient for v2 scope
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- AI providers (Gemini + Claude) remain stable and affordable
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- No multi-tenant or multi-warehouse needs in v2
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---
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## Decision Log
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| Date | Decision | Rationale | Status |
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|------|----------|-----------|--------|
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| 2026-04-22 | Reset planning to phases 4-7 | Lost focus on v2 direction; field feedback needed | Active |
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| 2026-04-22 | Phase 4: Field validation first | Gather real user needs before building v2 features | Planned |
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| 2026-04-22 | Defer cropping, analytics, federation | Not needed for v2; revisit in v3 | Out of scope |
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| 2026-04-22 | Insert Phase 4.1: AI spare parts deep ID | Enhance AI to search internet for part specs when PN detected | Inserted (Urgent) |
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---
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## Risk Register
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| Risk | Impact | Mitigation |
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|------|--------|-----------|
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| Field users have different priorities than assumed | High | Phase 4 validation; adjust roadmap based on feedback |
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| SQLite hits scale limits with 10K+ items | Medium | Phase 6 scale testing; optimize queries if needed |
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| AI provider costs become prohibitive | Medium | Monitor usage; have fallback provider (Claude if Gemini fails) |
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| LDAP integration blocks new deployments | Medium | Phase 4 docs; simplify setup; provide troubleshooting guide |
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---
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*Last updated: 2026-04-22 after reset*
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