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Daniel Bedeleanu 61382d3f13 docs(phase-5): update tracking after wave 1 execution complete

- Mark Phase 5 complete in ROADMAP
- Update scope: Quick Quantity Adjustment replaces Batch Operations
- All 3 plans delivered: 18 tasks, 23+ test cases
- Update STATE.md with execution summary and next steps

2026-04-22 17:49:37 +03:00

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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 + 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

Next Steps

Phase 5 Verification (current):
- Code review against project standards
- Regression testing on prior phases
- Phase verification (all must-haves met)
- Update roadmap on completion
Phase 6 Planning (/gsd-plan-phase 6):
- Docker containerization
- Deployment automation
- Scale testing (10K+ items, 5+ concurrent users)
- Performance optimization if needed
Ongoing:
- Field UAT for Phase 5 features
- Monitor deployment performance
- Track user feedback for Phase 7 improvements

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
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)

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

3.6 KiB Raw Blame History