# 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  

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## 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

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## Current State

**Version**: v1.14.6 + Phase 5 features (dev)  
**Branch**: dev  
**Last Work**: Phase 5 execution complete (2026-04-22)  
**Phases Completed**: 4, 4.1, 5  
**Current Focus**: Phase 5 verification, then Phase 6 planning

### Phase 5 Execution Summary
- **Plans**: 3 (all complete, 18 tasks total)
- **Features Delivered**:
  - Quick Quantity Adjustment: Hybrid UI with tap-to-edit + +/- buttons
  - Search & Filtering: Modal-based search across all item fields
  - Export/Reports: CSV & Excel exports for inventory snapshot and audit trail
- **Test Coverage**: 23+ test cases (frontend Vitest + backend Pytest)
- **Commits**: 10+ atomic commits across all three plans
- **Status**: Ready for verification and integration testing

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## Next Steps

1. **Phase 5 Verification** (current):
   - Code review against project standards
   - Regression testing on prior phases
   - Phase verification (all must-haves met)
   - Update roadmap on completion

2. **Phase 6 Planning** (`/gsd-plan-phase 6`):
   - Docker containerization
   - Deployment automation
   - Scale testing (10K+ items, 5+ concurrent users)
   - Performance optimization if needed

3. **Ongoing**:
   - Field UAT for Phase 5 features
   - Monitor deployment performance
   - Track user feedback for Phase 7 improvements

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## 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

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## 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 |
| 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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## 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 |

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*Last updated: 2026-04-22 after reset*