e3a177f194
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>
110 lines
4.5 KiB
Markdown
110 lines
4.5 KiB
Markdown
---
|
|
phase: 04-inventory-expenses-and-financial-reports
|
|
plan: 02
|
|
subsystem: inventory
|
|
tags: [asset-management, serialized-tracking, disposal, write-off, journal-entry, location-history]
|
|
|
|
# Dependency graph
|
|
requires:
|
|
- phase: 04-01
|
|
provides: InventoryService.recordMovement, InventoryItem/StockMovement models, COA accounts 1200/2010
|
|
- phase: 02-02
|
|
provides: JournalEntryService.createEntry for disposal write-off JE
|
|
provides:
|
|
- 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
|
|
affects: []
|
|
|
|
# Tech tracking
|
|
tech-stack:
|
|
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"
|
|
|
|
key-files:
|
|
created:
|
|
- 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
|
|
modified: []
|
|
|
|
key-decisions:
|
|
- "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"
|
|
|
|
patterns-established:
|
|
- "Service-layer role check via userRoles array parameter (not CASL) for admin-only operations"
|
|
|
|
# Metrics
|
|
duration: 8min
|
|
completed: 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
|
|
|
|
---
|
|
*Phase: 04-inventory-expenses-and-financial-reports*
|
|
*Completed: 2026-03-05*
|