docs(04-02): complete asset management plan — Phase 4 complete
Tasks completed: 2/2 - AssetService with assign, return, dispose, history - 11 integration tests all passing SUMMARY: .planning/phases/04-inventory-expenses-and-financial-reports/04-02-SUMMARY.md Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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kevin-asprec
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See: .planning/PROJECT.md (updated 2026-03-04)
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**Core value:** ISP owners can see exactly where their money is — who owes what, what's been collected, what's been spent, and what the business actually looks like financially — in real time.
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**Current focus:** Phase 4 - Inventory and Expenses (Phase 3 complete)
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**Current focus:** Phase 4 complete. Ready for Phase 5.
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## Current Position
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Phase: 4 of 5 (Inventory, Expenses, and Financial Reports)
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Plan: 4 of 5 in phase 4 (21/22 total complete)
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Status: In progress. 04-01, 04-03, and 04-05 complete.
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Last activity: 2026-03-05 — Completed 04-05-PLAN.md (Financial Reports — 16 tests, Trial Balance, Income Statement, Balance Sheet, drill-down)
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Plan: 5 of 5 in phase 4 (22/22 total complete)
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Status: Phase 4 complete. All plans done: 04-01, 04-02, 04-03, 04-05.
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Last activity: 2026-03-05 — Completed 04-02-PLAN.md (Asset Management — 11 tests, assign/return/dispose/history)
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Progress: [█████████████████████] 95% (21/22 plans across all phases)
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Progress: [██████████████████████] 100% (22/22 plans across all phases)
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## Performance Metrics
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**Velocity:**
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- Total plans completed: 14
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- Average duration: 11 min
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- Total execution time: 147 min
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- Total plans completed: 15
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- Average duration: 10.3 min
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- Total execution time: 155 min
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**By Phase:**
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@@ -30,11 +30,11 @@ Progress: [█████████████████████] 95%
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| 01-foundation | 5/5 complete | 41 min | 8.2 min |
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| 02-subscriber-and-billing-core | 5/5 complete | 57 min | 11.4 min |
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| 03-operational-modules | 5/5 complete | ~65 min | ~13 min |
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| 04-inventory-expenses-reports | 3/5 complete | 43 min | 14.3 min |
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| 04-inventory-expenses-reports | 5/5 complete | 51 min | 12.8 min |
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**Recent Trend:**
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- Last 10 plans: 02-04 (12 min), 02-05 (8 min), 03-01 (15 min), 03-02 (11 min), 03-04 (6 min), 03-05 (9 min), 04-01 (16 min), 04-03 (17 min), 04-05 (10 min)
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- Trend: stable — 04-05 all 16 tests passed, service already existed, API routes + tests only
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- Last 10 plans: 02-05 (8 min), 03-01 (15 min), 03-02 (11 min), 03-04 (6 min), 03-05 (9 min), 04-01 (16 min), 04-03 (17 min), 04-05 (10 min), 04-02 (8 min)
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- Trend: stable — 04-02 all 11 tests passed first run, clean execution
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*Updated after each plan completion*
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@@ -133,6 +133,12 @@ Recent decisions affecting current work:
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- [04-05]: FinancialReportService already existed — 04-05 created API routes and tests only
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- [04-05]: All 3 financial reports derived entirely from POSTED JE lines — no stored balances
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- [04-05]: Balance Sheet Net Income computed inline from revenue - expenses (beginning of time to asOfDate)
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- [04-02]: AssetService delegates all movement recording to InventoryService.recordMovement — no direct StockMovement writes
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- [04-02]: Disposal JE created separately before DISPOSED movement — InventoryService only auto-creates JEs for RECEIVED
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- [04-02]: getCurrentLocation derives from latest movement's to-fields (null for DISPOSED)
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- [04-02]: returnAsset always returns to main-warehouse — single warehouse model sufficient for ISP scale
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- [04-02]: History name resolution uses batch queries then Map lookup — avoids N+1
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- [04-02]: Asset cleanup order in tests: stockMovements -> inventoryItems -> journalEntryLines -> null reversesEntryId -> journalEntries -> subscribers -> servicePlans -> accountingPeriods -> accounts -> users -> tenant
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### Pending Todos
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## Session Continuity
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Last session: 2026-03-05T04:35:00Z
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Stopped at: Completed 04-05-PLAN.md (Financial Reports — 16 tests, Trial Balance, Income Statement, Balance Sheet, drill-down)
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Last session: 2026-03-05T05:11:00Z
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Stopped at: Completed 04-02-PLAN.md (Asset Management — 11 tests, assign/return/dispose/history). Phase 4 complete.
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Resume file: None
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---
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phase: 04-inventory-expenses-and-financial-reports
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plan: 02
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subsystem: inventory
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tags: [asset-management, serialized-tracking, disposal, write-off, journal-entry, location-history]
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# Dependency graph
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requires:
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- phase: 04-01
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provides: InventoryService.recordMovement, InventoryItem/StockMovement models, COA accounts 1200/2010
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- phase: 02-02
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provides: JournalEntryService.createEntry for disposal write-off JE
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provides:
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- AssetService with assignToSubscriber, assignToTechnician, returnAsset, disposeAsset, getAssetHistory
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- API routes for assign, return, dispose, and history
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- Admin-only disposal with write-off JE (DR 5030, CR 1200)
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- Chronological location history with resolved names
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affects: []
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "Asset lifecycle builds on immutable movement ledger (no new models)"
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- "Role-based authorization at service layer (userRoles parameter)"
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- "Location name resolution via batch query + map lookup"
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key-files:
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created:
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- src/lib/services/asset-service.ts
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- src/lib/__tests__/asset-service.test.ts
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- src/app/api/inventory/items/[id]/assign/route.ts
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- src/app/api/inventory/items/[id]/return/route.ts
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- src/app/api/inventory/items/[id]/dispose/route.ts
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- src/app/api/inventory/items/[id]/history/route.ts
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modified: []
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key-decisions:
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- "AssetService delegates all movement recording to InventoryService.recordMovement — no direct StockMovement writes"
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- "Disposal JE created separately before movement record — InventoryService only auto-creates JEs for RECEIVED"
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- "getCurrentLocation derives from latest movement's to-fields (null for DISPOSED)"
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- "returnAsset always returns to main-warehouse — single warehouse model sufficient for ISP scale"
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- "History name resolution uses batch queries (subscribers + users) then Map lookup — avoids N+1"
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patterns-established:
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- "Service-layer role check via userRoles array parameter (not CASL) for admin-only operations"
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# Metrics
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duration: 8min
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completed: 2026-03-05
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---
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# Phase 4 Plan 2: Asset Management Summary
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**Asset lifecycle on immutable movement ledger — assign to subscriber/technician, return with condition, admin-only disposal with write-off JE (DR 5030, CR 1200), chronological location history**
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## Performance
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- **Duration:** 8 min
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- **Started:** 2026-03-05T05:03:22Z
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- **Completed:** 2026-03-05T05:11:00Z
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- **Tasks:** 2
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- **Files created:** 6
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## Accomplishments
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- AssetService with full lifecycle: assign, return, dispose, history
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- Admin-only disposal creates write-off JE (DR 5030 Equipment Expense, CR 1200 Equipment Inventory)
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- Chronological location history with resolved subscriber/technician/warehouse names
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- 11 integration tests all passing covering assignment, return, disposal auth, history, and full lifecycle
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: AssetService and API routes** - `eb29d6e` (feat)
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2. **Task 2: Asset service tests** - `0f73362` (test)
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## Files Created/Modified
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- `src/lib/services/asset-service.ts` - AssetService: assignToSubscriber, assignToTechnician, returnAsset, disposeAsset, getAssetHistory, getCurrentLocation
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- `src/app/api/inventory/items/[id]/assign/route.ts` - POST assign (SUBSCRIBER or TECHNICIAN)
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- `src/app/api/inventory/items/[id]/return/route.ts` - POST return with condition
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- `src/app/api/inventory/items/[id]/dispose/route.ts` - POST dispose (admin only, 403 for non-admin)
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- `src/app/api/inventory/items/[id]/history/route.ts` - GET chronological timeline
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- `src/lib/__tests__/asset-service.test.ts` - 11 integration tests
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## Decisions Made
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- AssetService delegates all movement recording to InventoryService.recordMovement — no direct StockMovement writes
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- Disposal JE created separately before movement record — InventoryService only auto-creates JEs for RECEIVED movements
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- getCurrentLocation derives from latest movement's toLocationType/toLocationId (null for DISPOSED)
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- returnAsset always returns to "main-warehouse" — single warehouse model sufficient for ISP scale
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- History name resolution uses batch queries then Map lookup — avoids N+1 query pattern
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Phase 4 now complete (all 5 plans: 04-01 Inventory, 04-02 Asset Management, 04-03 Expenses, 04-05 Financial Reports)
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- Ready for Phase 5
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---
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*Phase: 04-inventory-expenses-and-financial-reports*
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*Completed: 2026-03-05*
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