TimeTracker/docs/features/INVENTORY_IMPLEMENTATION_STATUS.md

Inventory Management System - Implementation Status

✅ Completed Features

1. Stock Transfers ✅

• Routes:
  • GET /inventory/transfers - List all stock transfers
  • GET /inventory/transfers/new - Create new transfer form
  • POST /inventory/transfers - Create transfer (creates dual movements)
• Templates: transfers/list.html, transfers/form.html
• Functionality: Complete transfer between warehouses with validation

2. Stock Adjustments ✅

• Routes:
  • GET /inventory/adjustments - List all adjustments
  • GET /inventory/adjustments/new - Create adjustment form
  • POST /inventory/adjustments - Record adjustment
• Templates: adjustments/list.html, adjustments/form.html
• Functionality: Dedicated interface for stock corrections

3. Stock Item History ✅

• Route: GET /inventory/items/<id>/history - View movement history for item
• Template: stock_items/history.html
• Functionality: Complete audit trail with filters

4. Additional Stock Level Views ✅

• Routes:
  • GET /inventory/stock-levels/warehouse/<warehouse_id> - Stock levels for warehouse
  • GET /inventory/stock-levels/item/<item_id> - Stock levels for item across warehouses
• Templates: stock_levels/warehouse.html, stock_levels/item.html

5. Purchase Order Management ✅

• Routes:
  • GET/POST /inventory/purchase-orders/<id>/edit - Edit purchase order
  • POST /inventory/purchase-orders/<id>/send - Mark as sent
  • POST /inventory/purchase-orders/<id>/cancel - Cancel PO
  • POST /inventory/purchase-orders/<id>/delete - Delete PO
  • POST /inventory/purchase-orders/<id>/receive - Receive PO (already existed)
• Functionality: Complete PO lifecycle management

6. Supplier Code Validation ✅

• Fix: Added duplicate code check in new_supplier and edit_supplier routes
• Error Handling: User-friendly error messages

7. Inventory Reports ✅

• Routes: GET /inventory/reports (dashboard), GET /inventory/reports/valuation, GET /inventory/reports/movement-history, GET /inventory/reports/turnover, GET /inventory/reports/low-stock
• Templates: Report templates (dashboard, valuation, movement_history, turnover, low_stock) are implemented.

✅ API Endpoints (REST API v1)

The following inventory API endpoints are implemented under /api/v1 (require inventory module and read:projects / write:projects scopes):

• Transfers: GET /api/v1/inventory/transfers (list with date filter and pagination), POST /api/v1/inventory/transfers (create), GET /api/v1/inventory/transfers/<reference_id> (get one)
• Reports: GET /api/v1/inventory/reports/valuation, GET /api/v1/inventory/reports/movement-history (with pagination), GET /api/v1/inventory/reports/turnover, GET /api/v1/inventory/reports/low-stock
• Existing: Suppliers and Purchase Order CRUD, stock items, warehouses, stock-levels, POST /api/v1/inventory/movements

See REST_API.md and API_TOKEN_SCOPES.md for details.

⏳ Still Pending

1. API Endpoints (remaining)

• Optional: read:inventory / write:inventory scopes for closer alignment with web permissions
• Optional: GET /api/v1/inventory/movements (list movements with filters)

2. Menu Updates

• Add "Transfers" link to inventory menu
• Add "Adjustments" link to inventory menu
• Add "Reports" link to inventory menu
• Update navigation active states

3. Tests

• Supplier model and route tests
• Purchase Order model and route tests
• Done: API tests for inventory transfers (tests/test_routes/test_api_v1_inventory_transfers.py) and inventory reports (tests/test_routes/test_api_v1_inventory_reports.py)

4. Documentation

• User guide (docs/features/INVENTORY_MANAGEMENT.md)
• API documentation (docs/features/INVENTORY_API.md)
• Update main README

📝 Notes

1. Most core functionality has been implemented
2. Report templates (dashboard, valuation, movement_history, turnover, low_stock) are implemented
3. Menu navigation needs to be updated to include new routes
4. API endpoints can be added incrementally
5. Tests should be created as per project standards

Next Steps

1. Update menu in base.html (Transfers, Adjustments, Reports links)
2. Create comprehensive tests for suppliers and purchase orders (web and API)
3. Write documentation (user guide, INVENTORY_API.md)