NetForge/.planning/phases/04-inventory-expenses-and-financial-reports/04-02-SUMMARY.md

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	duration	completed
04-inventory-expenses-and-financial-reports	02	inventory	asset-management serialized-tracking disposal write-off journal-entry location-history	phase provides 04-01 InventoryService.recordMovement, InventoryItem/StockMovement models, COA accounts 1200/2010 phase provides 02-02 JournalEntryService.createEntry for disposal write-off JE	AssetService with assignToSubscriber, assignToTechnician, returnAsset, disposeAsset, getAssetHistory API routes for assign, return, dispose, and history Admin-only disposal with write-off JE (DR 5030, CR 1200) Chronological location history with resolved names		added patterns Asset lifecycle builds on immutable movement ledger (no new models) Role-based authorization at service layer (userRoles parameter) Location name resolution via batch query + map lookup	created modified src/lib/services/asset-service.ts src/lib/__tests__/asset-service.test.ts src/app/api/inventory/items/[id]/assign/route.ts src/app/api/inventory/items/[id]/return/route.ts src/app/api/inventory/items/[id]/dispose/route.ts src/app/api/inventory/items/[id]/history/route.ts	AssetService delegates all movement recording to InventoryService.recordMovement — no direct StockMovement writes Disposal JE created separately before movement record — InventoryService only auto-creates JEs for RECEIVED getCurrentLocation derives from latest movement's to-fields (null for DISPOSED) returnAsset always returns to main-warehouse — single warehouse model sufficient for ISP scale History name resolution uses batch queries (subscribers + users) then Map lookup — avoids N+1	Service-layer role check via userRoles array parameter (not CASL) for admin-only operations	8min	2026-03-05

Phase 4 Plan 2: Asset Management Summary

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

Performance

• Duration: 8 min
• Started: 2026-03-05T05:03:22Z
• Completed: 2026-03-05T05:11:00Z
• Tasks: 2
• Files created: 6

Accomplishments

• AssetService with full lifecycle: assign, return, dispose, history
• Admin-only disposal creates write-off JE (DR 5030 Equipment Expense, CR 1200 Equipment Inventory)
• Chronological location history with resolved subscriber/technician/warehouse names
• 11 integration tests all passing covering assignment, return, disposal auth, history, and full lifecycle

Task Commits

Each task was committed atomically:

1. Task 1: AssetService and API routes - eb29d6e (feat)
2. Task 2: Asset service tests - 0f73362 (test)

Files Created/Modified

• src/lib/services/asset-service.ts - AssetService: assignToSubscriber, assignToTechnician, returnAsset, disposeAsset, getAssetHistory, getCurrentLocation
• src/app/api/inventory/items/[id]/assign/route.ts - POST assign (SUBSCRIBER or TECHNICIAN)
• src/app/api/inventory/items/[id]/return/route.ts - POST return with condition
• src/app/api/inventory/items/[id]/dispose/route.ts - POST dispose (admin only, 403 for non-admin)
• src/app/api/inventory/items/[id]/history/route.ts - GET chronological timeline
• src/lib/__tests__/asset-service.test.ts - 11 integration tests

Decisions Made

• AssetService delegates all movement recording to InventoryService.recordMovement — no direct StockMovement writes
• Disposal JE created separately before movement record — InventoryService only auto-creates JEs for RECEIVED movements
• getCurrentLocation derives from latest movement's toLocationType/toLocationId (null for DISPOSED)
• returnAsset always returns to "main-warehouse" — single warehouse model sufficient for ISP scale
• History name resolution uses batch queries then Map lookup — avoids N+1 query pattern

Deviations from Plan

None - plan executed exactly as written.

Issues Encountered

None.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• Phase 4 now complete (all 5 plans: 04-01 Inventory, 04-02 Asset Management, 04-03 Expenses, 04-05 Financial Reports)
• Ready for Phase 5

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Phase: 04-inventory-expenses-and-financial-reports Completed: 2026-03-05