Files
tfm_ainventory/.planning/ROADMAP.md
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

5.4 KiB

TFM aInventory — V2 Roadmap

Scope: High-level phases (v1.14.6 → v2.0 stable). 3-4 quarters. User research + field validation drives next phases.


Phase 4: Field Validation & UX Polish (1 month)

Goal: Validate v1.14.6 in 2-3 field deployments; fix critical mobile UX issues.

Deliverables:

  • Deploy v1.14.6 to pilot sites (1-2 organizations)
  • Collect field user feedback (usability, missing features, pain points)
  • Fix mobile UX blockers (gesture handling, responsive breakpoints, accessibility)
  • Update docs: setup guide, deployment runbook, config reference

Milestones:

  • Week 1-2: Deployment + user kickoff
  • Week 3: Feedback synthesis; prioritize v2 features
  • Week 4: Ship v1.14.7 (UX fixes + docs)

Success Criteria:

  • 3+ field users validate core workflow (scan → extract → adjust → save)
  • Zero critical UX blockers on mobile (iOS/Android)
  • Docs complete enough for new admin to deploy without support

Phase 4.1: AI Prompt Enhancement — Spare Parts Deep Identification (INSERTED)

Goal: Enhance AI extraction to identify spare parts and search internet for detailed specs.

Scope:

  • Update AI prompt to distinguish consumables (cords, connectors) from spare parts (disk, SSD, NVME, RAM, PCIe cards)
  • When Part Number detected on spare part, trigger internet search for detailed info
  • Extract from search results: product type, specifications, characteristics, function
  • Map extracted data to Item fields (category refinement, type clarification, notes/specs)
  • Validate with field users (Phase 4 deployments)

Milestones:

  • Week 1: Update AI prompt (Gemini + Claude versions)
  • Week 2: Implement internet search integration (via Google Custom Search or similar)
  • Week 3: Test with real spare parts + field feedback
  • Week 4: Refine based on accuracy/relevance feedback

Success Criteria:

  • Spare parts correctly classified (consumable vs. component)
  • Internet search finds relevant product data 90%+ of the time
  • Extracted specs are accurate (validated by field users)
  • No false positives on consumables (don't search for "UTP cord")

Phase 5: Core V2 Features (COMPLETE ✓)

Goal: Implement must-have v2 features based on field feedback.

Scope (prioritized by field feedback, Batch Operations removed per Phase 4.1 feedback):

  1. Quick Quantity Adjustment — Streamline check-in/check-out with hybrid UI (tap-to-edit + +/- buttons)
  2. Search & Filtering (2 weeks): Find by name/PN/barcode, filter by category/location
  3. Export/Reports (1 week): CSV export, audit trail reports

Delivered (2026-04-22):

  • ✓ Quick Quantity Adjustment: 5 tasks, hybrid UI, optimistic updates, full test coverage
  • ✓ Search & Filtering: 6 tasks, modal-based search, real-time results, integration with quantity adjust
  • ✓ Export/Reports: 7 tasks, CSV/Excel formats, admin dashboard integration, audit trail support

Success Criteria (All Met):

  • ✓ Quick Quantity Adjustment reduces modal friction for field operations
  • ✓ Search finds any item in <500ms (debounced, cached)
  • ✓ Export covers audit logs + inventory snapshot in CSV & Excel formats
  • ✓ All new features tested (unit + integration): 23 test cases across 3 plans

Phase 6: Deployment & Scale (1 month)

Goal: Production-ready multi-site deployment; scale testing.

Scope:

  • Docker containerization (if not already done)
  • Deployment automation (single-command setup)
  • Scale testing (10K+ items, 5+ concurrent users)
  • Performance optimization (if needed)
  • Backup/restore procedures documented

Milestones:

  • Week 1: Docker + compose file
  • Week 2: Automated deployment + smoke tests
  • Week 3: Scale testing + bottleneck identification
  • Week 4: Performance fixes + runbook finalization

Success Criteria:

  • Single command deploys complete stack
  • System handles 10K items + 5 concurrent scans (< 2s latency)
  • Backup/restore works; zero data loss on restore
  • Deployment docs complete (admin can onboard new site)

Phase 7: V2 Release & Hardening (ongoing)

Goal: Launch v2.0; continuous stability improvements.

Scope:

  • Public v2.0 release (stable tag + CHANGELOG)
  • Ongoing field monitoring (error logs, sync health, performance)
  • Hotfixes for production issues
  • Feature suggestions → v3 backlog

Success Criteria:

  • Zero data loss incidents in first 30 days
  • 99%+ sync success rate
  • < 1% error rate in AI extraction (validated by users)
  • Docs remain current (update as issues emerge)

Deferred to V3

  • Advanced analytics: Trends, turnover, forecasting
  • Multi-warehouse federation: Inter-location transfers, distributed sync
  • Custom field schemas: Item type extension (CNPJ custom fields, etc.)
  • Real-time collaboration: WebSocket updates for concurrent admin sessions
  • Localization: Multi-language UI (Portuguese, Spanish, etc.)

Success Definition for V2.0 Launch

  • Phase 4: Field validation complete; UX polish shipped
  • Phase 5: Must-have features implemented + tested
  • Phase 6: Deployment automated; scale tested
  • Phase 7: v2.0 tagged; runbook finalized
  • Zero data loss incidents (100% offline sync coverage)
  • 3+ production sites running v2.0
  • Documentation complete (setup, deployment, troubleshooting)

Last updated: 2026-04-22 during reset