235 lines
7.2 KiB
Markdown
235 lines
7.2 KiB
Markdown
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# Phase 2: Core Features - Progress Report
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**Date:** February 16, 2026
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**Status:** 🚧 In Progress (2/16 tasks complete)
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## Completed Tasks
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### ✅ C-001: Dashboard (Complete)
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**Estimated:** 6 hours | **Status:** Production Ready
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**Implemented:**
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- Full dashboard page with server-side data fetching
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- Summary cards showing:
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- WIP Inventory count
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- Finished Goods count
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- Total Weight across all inventory
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- Recent Orders count
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- Recent activity tables:
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- Top 5 orders with clickable links
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- Top 5 shipments with clickable links
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- Alert banner for important notifications (last 7 days)
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- Quick navigation cards to all major features (6 cards with icons)
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- Loading skeletons for async data (Suspense boundaries)
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- Dashboard service (`src/services/dashboard.ts`) with typed Epicor queries
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- Reusable components:
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- `SummaryCard` - metric display with icon
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- `QuickNavCard` - feature navigation with hover effects
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- `RecentOrdersTable` - order listing with formatting
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- `RecentShipmentsTable` - shipment listing with formatting
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**Files Created:**
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```
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src/services/dashboard.ts (174 lines)
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src/components/dashboard/summary-card.tsx
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src/components/dashboard/quick-nav-card.tsx
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src/components/dashboard/recent-orders-table.tsx
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src/components/dashboard/recent-shipments-table.tsx
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src/app/(portal)/dashboard/page.tsx (complete implementation)
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```
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**Features:**
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- Parallel data fetching with Promise.all()
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- Error boundaries with fallback to empty states
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- Responsive grid layouts (mobile, tablet, desktop)
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- Type-safe Epicor queries with proper error handling
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- CSV export functionality on tables
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---
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### ✅ C-002: Inventory Summary Views (Core Complete)
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**Estimated:** 12 hours | **Status:** Core Implementation Done, 5 Category Pages Pending
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**Implemented:**
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- Complete inventory service (`src/services/inventory.ts`) with all 6 categories:
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- `getWorkInProgressSummary()` - V6 procedure with sub-user support
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- `getFinishedGoodsSummary()` - V6 procedure with sub-user support
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- `getProcessedOtherSummary()` - V6 procedure with sub-user support
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- `getUnprocessedSummary()` - blocks sub-users
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- `getUnprocessedRRSummary()` - blocks sub-users
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- `getProcessedRRSummary()` - blocks sub-users
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- `getInventoryDetails()` - detail drill-down with filters
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- `getPartDescription()` - paint code lookup (placeholder)
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- Inventory category selector page (`/inventory`)
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- Visual cards for each category with icons
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- Permission-based visibility (sub-user restrictions)
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- Responsive grid layout
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- Reusable inventory table component:
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- Search/filter by part, description, plant
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- CSV export with proper formatting
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- Sortable columns
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- Click-through to detail views
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- Result count display
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- WIP inventory page (template for other categories):
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- Server component with Suspense
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- Loading skeleton
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- Integration with inventory service
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- Sub-user parameter handling
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**Files Created:**
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```
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src/services/inventory.ts (225 lines)
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src/app/(portal)/inventory/page.tsx
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src/app/(portal)/inventory/wip/page.tsx
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src/components/inventory/inventory-summary-table.tsx (client component)
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```
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**Remaining Work:**
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- Create 5 additional category pages (finished-goods, processed-other, unprocessed, unprocessed-rr, processed-rr)
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- Can duplicate WIP page template with category name changes
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- Est. 30 minutes each = 2.5 hours total
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---
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## Pending Tasks (14 remaining)
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### C-003: Inventory Detail Views
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- [ ] Detail page with query params (part, plant, warehouse)
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- [ ] Service functions for detail stored procedures
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- [ ] Paint code display integration
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- [ ] Part description lookup
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- [ ] Back navigation to summary
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### C-004: Order List
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- [ ] Order list page
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- [ ] Service: getTop100Orders
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- [ ] HDC/HDM exception handling
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- [ ] Data table with order details
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### C-005: Order Acknowledgement Detail + PDF
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- [ ] Order detail page
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- [ ] Service: getAcknowledgement
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- [ ] PDF export button
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### C-006: Shipment List
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- [ ] Shipment list page
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- [ ] Service: getTop100Shipments
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- [ ] ShipToLoc formatting
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### C-007: BOL Detail + PDF
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- [ ] BOL detail page
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- [ ] Service: getBOL
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- [ ] PDF export
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### C-008: Coil Activity - Usage Report
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- [ ] Usage report page
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- [ ] Date range picker
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- [ ] Service: getCoilActivityUsage
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- [ ] Deduplication logic
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### C-009: Coil Activity - Receipts Report
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- [ ] Receipts report page
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- [ ] VGL customer exception
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### C-010: Coil-by-Coil Report
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- [ ] Job number search
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- [ ] Service: getCoilByCoil
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### C-011: Job Status by Plant
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- [ ] Service: getJobStatusByPlantByCustomer
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- [ ] Grouped display
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### C-012: Job Traveler + PDF
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- [ ] Job traveler page
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- [ ] Service: getJobTraveler
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- [ ] PDF export
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### C-013: Shipment Request Cart Workflow
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- [ ] Multi-step cart flow
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- [ ] Ship-to address selection
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- [ ] Inventory item selection
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- [ ] Request submission
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- [ ] Email notifications
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### C-014: Coil Allocation Request Cart Workflow
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- [ ] Similar to C-013 but for allocations
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- [ ] JobNum field integration
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### C-015: Invoice Viewing (Customer)
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- [ ] Invoice list page
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- [ ] PDF download endpoint
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- [ ] Access control by company flag
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### C-016: Notifications Display
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- [ ] Notification list view
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- [ ] Mark as read functionality
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---
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## Technical Highlights
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### Type Safety
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- All services use TypeScript generics with Epicor query helpers
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- Proper type definitions for all data structures
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- No `any` types used
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### Performance
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- Parallel data fetching where possible
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- Server components for initial page load
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- Client components only for interactivity (search, export)
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- Suspense boundaries for loading states
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### User Experience
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- Loading skeletons prevent layout shift
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- Search/filter without page reload
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- CSV export for data portability
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- Responsive design (mobile, tablet, desktop)
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- Clear error states and empty states
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### Security
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- Sub-user permissions enforced at service layer
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- Permission-based UI visibility
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- Company context validation
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---
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## Estimated Remaining Time
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| Task Category | Remaining Tasks | Est. Hours |
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| Inventory Pages | 5 category pages + details | 6 hrs |
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| Orders & Acknowledgements | C-004, C-005 | 12 hrs |
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| Shipments & BOL | C-006, C-007 | 9 hrs |
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| Coil Activity Reports | C-008, C-009, C-010 | 13 hrs |
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| Job Features | C-011, C-012 | 7 hrs |
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| Request Workflows | C-013, C-014 | 20 hrs |
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| Invoices & Notifications | C-015, C-016 | 7 hrs |
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| **Total Remaining** | **14 tasks** | **74 hrs** |
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---
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## Next Steps
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**Priority 1 (Core Data Views):**
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1. Complete remaining 5 inventory category pages (2.5 hrs)
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2. Implement inventory detail views (C-003) (3.5 hrs)
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3. Orders list and detail (C-004, C-005) (12 hrs)
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4. Shipments list and BOL (C-006, C-007) (9 hrs)
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**Priority 2 (Reporting):**
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5. Coil activity reports (C-008, C-009, C-010) (13 hrs)
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6. Job features (C-011, C-012) (7 hrs)
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**Priority 3 (Interactive Features):**
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7. Request workflows (C-013, C-014) (20 hrs)
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8. Invoices and notifications (C-015, C-016) (7 hrs)
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---
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## Summary
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Phase 2 is off to a strong start with a fully functional dashboard and a comprehensive inventory service layer. The foundation is solid with reusable components, type-safe queries, and proper error handling. The remaining work consists primarily of creating additional pages using the established patterns and implementing the request cart workflows (which are the most complex features).
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