docs(03): complete Operational Modules phase

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
kevin-asprec
2026-03-05 08:44:53 +08:00
parent f49bbf32b5
commit 2fa5cdb9b5
3 changed files with 257 additions and 37 deletions

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@@ -34,27 +34,27 @@
### Collector Management
- [ ] **COLL-01**: Collectors can record field cash collections against subscriber invoices
- [ ] **COLL-02**: System tracks total collected vs total remitted per collector (derived from transactions)
- [ ] **COLL-03**: Collectors are assigned to zones/territories with specific subscriber lists
- [ ] **COLL-04**: System generates daily collection summary report per collector
- [ ] **COLL-05**: Collectors can remit collected cash to management with a recorded transfer entry
- [ ] **COLL-06**: All collector remittances create corresponding journal entries in accounting
- [x] **COLL-01**: Collectors can record field cash collections against subscriber invoices
- [x] **COLL-02**: System tracks total collected vs total remitted per collector (derived from transactions)
- [x] **COLL-03**: Collectors are assigned to zones/territories with specific subscriber lists
- [x] **COLL-04**: System generates daily collection summary report per collector
- [x] **COLL-05**: Collectors can remit collected cash to management with a recorded transfer entry
- [x] **COLL-06**: All collector remittances create corresponding journal entries in accounting
### Ticketing & Job Orders
- [ ] **TICK-01**: Staff can create a support ticket from a client call/text (issue description, priority, category)
- [ ] **TICK-02**: Staff can convert a ticket into a job order assigned to a technician
- [ ] **TICK-03**: Technicians can view their assigned job orders and update status (pending → in progress → completed)
- [ ] **TICK-04**: Job completion is tracked with outcome notes, date, and time
- [ ] **TICK-05**: Clients can submit tickets through the client portal
- [x] **TICK-01**: Staff can create a support ticket from a client call/text (issue description, priority, category)
- [x] **TICK-02**: Staff can convert a ticket into a job order assigned to a technician
- [x] **TICK-03**: Technicians can view their assigned job orders and update status (pending → in progress → completed)
- [x] **TICK-04**: Job completion is tracked with outcome notes, date, and time
- [x] **TICK-05**: Clients can submit tickets through the client portal
### Technician Management
- [ ] **TECH-01**: Admin can create technician profiles with contact info, skills, and assigned zone
- [ ] **TECH-02**: Admin can set fixed compensation rates per job type (e.g., installation = ₱500, repair = ₱300)
- [ ] **TECH-03**: System supports both per-job-order compensation and monthly salary models
- [ ] **TECH-04**: System generates compensation summary per technician per period (total jobs, total earned)
- [x] **TECH-01**: Admin can create technician profiles with contact info, skills, and assigned zone
- [x] **TECH-02**: Admin can set fixed compensation rates per job type (e.g., installation = ₱500, repair = ₱300)
- [x] **TECH-03**: System supports both per-job-order compensation and monthly salary models
- [x] **TECH-04**: System generates compensation summary per technician per period (total jobs, total earned)
### Inventory & Asset Management
@@ -177,21 +177,21 @@
| ACCT-03 | Phase 2 | Complete |
| ACCT-07 | Phase 2 | Complete |
| ACCT-09 | Phase 2 | Complete |
| COLL-01 | Phase 3 | Pending |
| COLL-02 | Phase 3 | Pending |
| COLL-03 | Phase 3 | Pending |
| COLL-04 | Phase 3 | Pending |
| COLL-05 | Phase 3 | Pending |
| COLL-06 | Phase 3 | Pending |
| TICK-01 | Phase 3 | Pending |
| TICK-02 | Phase 3 | Pending |
| TICK-03 | Phase 3 | Pending |
| TICK-04 | Phase 3 | Pending |
| TICK-05 | Phase 3 | Pending |
| TECH-01 | Phase 3 | Pending |
| TECH-02 | Phase 3 | Pending |
| TECH-03 | Phase 3 | Pending |
| TECH-04 | Phase 3 | Pending |
| COLL-01 | Phase 3 | Complete |
| COLL-02 | Phase 3 | Complete |
| COLL-03 | Phase 3 | Complete |
| COLL-04 | Phase 3 | Complete |
| COLL-05 | Phase 3 | Complete |
| COLL-06 | Phase 3 | Complete |
| TICK-01 | Phase 3 | Complete |
| TICK-02 | Phase 3 | Complete |
| TICK-03 | Phase 3 | Complete |
| TICK-04 | Phase 3 | Complete |
| TICK-05 | Phase 3 | Complete |
| TECH-01 | Phase 3 | Complete |
| TECH-02 | Phase 3 | Complete |
| TECH-03 | Phase 3 | Complete |
| TECH-04 | Phase 3 | Complete |
| INV-01 | Phase 4 | Pending |
| INV-02 | Phase 4 | Pending |
| INV-03 | Phase 4 | Pending |