# KCG Warehouse Management System - Project Plan

## Project Overview

**Project Name:** KCG Warehouse Management System
**Purpose:** Comprehensive warehouse management solution for tracking inventory, managing incoming/outgoing goods, handling returns, and generating reports across multiple projects and divisions for KCG company.
**Technology Stack:** Laravel (existing base), MySQL, Bootstrap/Tailwind CSS
**Duration:** 8 weeks

---

## System Requirements Analysis

Based on the Transaction Chart Excel sheet analysis, the system needs to handle:

### 1. Incoming Goods (From Suppliers)
- Delivery note tracking and management
- LPO (Local Purchase Order) tracking
- Batch number management
- Production and expiry date tracking for perishable items
- Price tracking and supplier management
- Stock status updates

### 2. Outgoing Goods (To Project Sites)
- Material request processing from operations
- Quantity tracking (requested vs released vs balance)
- Project-wise inventory allocation
- Receiver tracking and acknowledgment
- Material delivery note generation

### 3. Return Goods (From Project Sites)
- Return goods tracking from construction sites
- Reason for return documentation
- Re-stocking workflow
- Quality assessment of returned items
- Return reports generation

### 4. Inventory Management
- Real-time stock level tracking
- Multi-division inventory support
- Item categorization by type
- Stock status (In Stock/Out of Stock)
- Minimum/Maximum stock level alerts
- Location-based inventory tracking

### 5. Reporting System
- Inventory status reports
- Incoming goods reports
- Outgoing goods reports
- Return goods reports
- Period-based transaction reports
- Material delivery notes
- Custom report generation

---

## Database Schema Design

### Core Database Tables

#### 1. Master Data Tables

```sql
-- Suppliers Table
suppliers
├── id (PK)
├── supplier_code (unique)
├── supplier_name
├── contact_person
├── phone
├── email
├── address
├── status (active/inactive)
├── created_at
└── updated_at

-- Projects Table
projects
├── id (PK)
├── project_number (unique)
├── project_name
├── division_id (FK)
├── location
├── start_date
├── end_date
├── status
├── project_manager
├── created_at
└── updated_at

-- Divisions Table (Already Exists - Enhance)
divisions
├── id (PK)
├── division_code
├── division_name
├── description
├── status
├── created_at
└── updated_at

-- Item Categories Table
item_categories
├── id (PK)
├── category_name
├── type_of_goods
├── description
├── status
├── created_at
└── updated_at

-- Items Master Table
items
├── id (PK)
├── item_code (unique)
├── item_description
├── category_id (FK)
├── unit_of_measure
├── min_stock_level
├── max_stock_level
├── reorder_point
├── status
├── created_at
└── updated_at
```

#### 2. Transaction Tables

```sql
-- Inventory Table (Current Stock)
inventory
├── id (PK)
├── item_id (FK)
├── division_id (FK)
├── quantity_available
├── unit_price
├── total_value
├── location
├── batch_number
├── production_date
├── expiry_date
├── status (in_stock/out_of_stock)
├── last_updated
├── created_at
└── updated_at

-- Incoming Transactions
incoming_transactions
├── id (PK)
├── transaction_date
├── supplier_id (FK)
├── lpo_number
├── delivery_note_number
├── division_id (FK)
├── total_amount
├── received_by (FK to users)
├── status (pending/completed/cancelled)
├── notes
├── created_at
└── updated_at

-- Incoming Transaction Items
incoming_items
├── id (PK)
├── incoming_transaction_id (FK)
├── item_id (FK)
├── quantity_received
├── unit_price
├── total_price
├── production_date
├── expiry_date
├── batch_number
├── created_at
└── updated_at

-- Outgoing Transactions
outgoing_transactions
├── id (PK)
├── transaction_date
├── project_id (FK)
├── division_id (FK)
├── material_request_number
├── type_of_goods
├── requested_by (FK to users)
├── approved_by (FK to users)
├── receiver_name
├── receiver_signature
├── status (pending/approved/completed/cancelled)
├── notes
├── created_at
└── updated_at

-- Outgoing Transaction Items
outgoing_items
├── id (PK)
├── outgoing_transaction_id (FK)
├── item_id (FK)
├── quantity_requested
├── quantity_released
├── quantity_balance
├── unit_price
├── total_price
├── created_at
└── updated_at

-- Return Transactions
return_transactions
├── id (PK)
├── transaction_date
├── project_id (FK)
├── division_id (FK)
├── return_number
├── return_reason
├── returned_by (FK to users)
├── received_by (FK to users)
├── status (pending/completed/cancelled)
├── notes
├── created_at
└── updated_at

-- Return Transaction Items
return_items
├── id (PK)
├── return_transaction_id (FK)
├── item_id (FK)
├── quantity_returned
├── condition (good/damaged/expired)
├── unit_price
├── total_value
├── action_taken (restocked/discarded/returned_to_supplier)
├── created_at
└── updated_at
```

#### 3. Supporting Tables

```sql
-- Stock Movements (Audit Trail)
stock_movements
├── id (PK)
├── item_id (FK)
├── movement_type (in/out/return/adjustment)
├── reference_type (incoming/outgoing/return/adjustment)
├── reference_id
├── quantity_before
├── quantity_moved
├── quantity_after
├── division_id (FK)
├── user_id (FK)
├── notes
├── created_at
└── updated_at

-- Material Delivery Notes
material_delivery_notes
├── id (PK)
├── mdn_number (unique)
├── outgoing_transaction_id (FK)
├── generated_date
├── delivered_to
├── vehicle_number
├── driver_name
├── notes
├── created_at
└── updated_at
```

---

## Implementation Phases

### Phase 1: Foundation Setup (Week 1-2)

#### Week 1
- [ ] Create all database migrations
- [ ] Set up base models with relationships
- [ ] Create seeders for test data
- [ ] Enhance existing user authentication with warehouse roles
- [ ] Set up repository pattern structure

#### Week 2
- [ ] Create base layouts for warehouse module
- [ ] Set up navigation and routing structure
- [ ] Implement role-based access control
- [ ] Create service layer architecture
- [ ] Set up API structure for future mobile app

### Phase 2: Master Data Management (Week 2-3)

#### Suppliers Module
- [ ] CRUD operations for suppliers
- [ ] Supplier listing with search and filters
- [ ] Supplier import from Excel
- [ ] Supplier performance tracking

#### Projects Module
- [ ] CRUD operations for projects
- [ ] Project-division assignment
- [ ] Project status management
- [ ] Project team assignment

#### Items & Categories Module
- [ ] Item categories management
- [ ] Items master CRUD
- [ ] Item code generation
- [ ] Bulk item import/export
- [ ] Item image management

### Phase 3: Core Transaction Modules (Week 3-5)

#### Week 3: Incoming Goods Module
- [ ] Create incoming transaction form
- [ ] Multi-item selection interface
- [ ] Delivery note attachment
- [ ] LPO tracking integration
- [ ] Batch and expiry date management
- [ ] Auto-update inventory on receipt
- [ ] Print goods received note

#### Week 4: Outgoing Goods Module
- [ ] Material request form creation
- [ ] Approval workflow implementation
- [ ] Stock availability checking
- [ ] Partial fulfillment handling
- [ ] Material delivery note generation
- [ ] Digital signature capture
- [ ] SMS/Email notifications

#### Week 5: Return Goods Module
- [ ] Return initiation form
- [ ] Return reason categorization
- [ ] Quality assessment workflow
- [ ] Re-stocking process
- [ ] Return analytics dashboard
- [ ] Supplier return management

### Phase 4: Inventory Management (Week 5-6)

#### Core Inventory Features
- [ ] Real-time inventory dashboard
- [ ] Stock level monitoring
- [ ] Low stock alerts
- [ ] Inventory valuation (FIFO/LIFO/Average)
- [ ] Stock adjustment module
- [ ] Cycle counting functionality
- [ ] Inter-division transfers

#### Advanced Features
- [ ] Barcode/QR code generation
- [ ] Barcode scanning integration
- [ ] Location-based tracking
- [ ] Expiry date alerts
- [ ] Automated reorder suggestions

### Phase 5: Reporting & Analytics (Week 6-7)

#### Standard Reports
- [ ] Current inventory status report
- [ ] Stock movement report
- [ ] Incoming goods report (by period)
- [ ] Outgoing goods report (by period)
- [ ] Return goods report
- [ ] Project-wise consumption report
- [ ] Supplier performance report
- [ ] Expiry tracking report

#### Advanced Analytics
- [ ] Inventory turnover analysis
- [ ] ABC analysis for items
- [ ] Trend analysis charts
- [ ] Cost analysis reports
- [ ] Custom report builder
- [ ] Report scheduling and emailing
- [ ] Export to Excel/PDF/CSV

### Phase 6: System Integration & Enhancement (Week 7-8)

#### Week 7: Testing & Optimization
- [ ] Unit testing implementation
- [ ] Integration testing
- [ ] Performance optimization
- [ ] Security audit
- [ ] Bug fixing and refinements
- [ ] User acceptance testing

#### Week 8: Deployment & Training
- [ ] Production environment setup
- [ ] Data migration from Excel
- [ ] User training sessions
- [ ] Documentation preparation
- [ ] System handover
- [ ] Post-deployment support setup

---

## Technical Architecture

### Backend Structure

```
app/
├── Http/
│   ├── Controllers/
│   │   └── Warehouse/
│   │       ├── DashboardController.php
│   │       ├── SupplierController.php
│   │       ├── ProjectController.php
│   │       ├── ItemController.php
│   │       ├── CategoryController.php
│   │       ├── IncomingController.php
│   │       ├── OutgoingController.php
│   │       ├── ReturnController.php
│   │       ├── InventoryController.php
│   │       ├── ReportController.php
│   │       └── SettingsController.php
│   ├── Requests/
│   │   └── Warehouse/
│   │       ├── SupplierRequest.php
│   │       ├── ItemRequest.php
│   │       ├── IncomingRequest.php
│   │       ├── OutgoingRequest.php
│   │       └── ReturnRequest.php
│   └── Resources/
│       └── Warehouse/
│           ├── SupplierResource.php
│           ├── ItemResource.php
│           └── InventoryResource.php
├── Models/
│   └── Warehouse/
│       ├── Supplier.php
│       ├── Project.php
│       ├── Item.php
│       ├── ItemCategory.php
│       ├── Inventory.php
│       ├── IncomingTransaction.php
│       ├── IncomingItem.php
│       ├── OutgoingTransaction.php
│       ├── OutgoingItem.php
│       ├── ReturnTransaction.php
│       ├── ReturnItem.php
│       └── StockMovement.php
├── Services/
│   └── Warehouse/
│       ├── InventoryService.php
│       ├── TransactionService.php
│       ├── ReportService.php
│       └── NotificationService.php
├── Repositories/
│   └── Warehouse/
│       ├── SupplierRepository.php
│       ├── ItemRepository.php
│       ├── InventoryRepository.php
│       └── TransactionRepository.php
├── Observers/
│   └── Warehouse/
│       ├── IncomingTransactionObserver.php
│       ├── OutgoingTransactionObserver.php
│       └── InventoryObserver.php
└── Jobs/
    └── Warehouse/
        ├── UpdateInventoryJob.php
        ├── SendLowStockAlertJob.php
        └── GenerateReportJob.php
```

### Frontend Structure

```
resources/
├── views/
│   └── admin/
│       └── warehouse/
│           ├── layouts/
│           │   ├── master.blade.php
│           │   └── sidebar.blade.php
│           ├── dashboard/
│           │   └── index.blade.php
│           ├── suppliers/
│           │   ├── index.blade.php
│           │   ├── create.blade.php
│           │   ├── edit.blade.php
│           │   └── show.blade.php
│           ├── items/
│           │   ├── index.blade.php
│           │   ├── create.blade.php
│           │   ├── edit.blade.php
│           │   └── import.blade.php
│           ├── transactions/
│           │   ├── incoming/
│           │   ├── outgoing/
│           │   └── returns/
│           ├── inventory/
│           │   ├── index.blade.php
│           │   ├── adjustments.blade.php
│           │   └── transfers.blade.php
│           └── reports/
│               ├── index.blade.php
│               ├── inventory-status.blade.php
│               ├── transactions.blade.php
│               └── custom.blade.php
├── js/
│   └── warehouse/
│       ├── dashboard.js
│       ├── transactions.js
│       ├── reports.js
│       └── barcode-scanner.js
└── css/
    └── warehouse/
        └── warehouse.css
```

---

## Key Features Implementation Details

### 1. Transaction Processing
- **Multi-item transactions:** Support bulk item entry
- **Partial fulfillment:** Handle partial deliveries and releases
- **Transaction approval:** Multi-level approval workflow
- **Transaction reversal:** Ability to cancel/reverse transactions
- **Document attachments:** Support for attaching delivery notes, invoices

### 2. Inventory Management Features
- **Stock valuation methods:** FIFO, LIFO, Weighted Average
- **Multi-location support:** Track items across warehouses
- **Stock transfers:** Inter-division/location transfers
- **Batch tracking:** Complete batch lifecycle management
- **Serial number tracking:** For high-value items

### 3. User Roles & Permissions

#### Warehouse Manager
- Full system access
- Approve transactions
- Generate reports
- System configuration

#### Inventory Clerk
- Create transactions
- Update inventory
- View reports
- Manage master data

#### Project Manager
- Create material requests
- View project inventory
- Track deliveries
- View project reports

#### Viewer/Auditor
- Read-only access
- Generate reports
- Export data

### 4. System Integrations

#### Email Integration
- Transaction notifications
- Low stock alerts
- Report scheduling
- Approval notifications

#### SMS Integration
- Critical stock alerts
- Delivery notifications
- Transaction confirmations

#### Excel Integration
- Bulk import/export
- Report generation
- Data migration

#### API Endpoints
- RESTful API for mobile app
- Third-party integrations
- Real-time data sync

### 5. Security Features
- Role-based access control
- Activity logging
- Data encryption
- Session management
- IP whitelisting
- Two-factor authentication

---

## Development Guidelines

### Coding Standards
- Follow PSR-12 coding standard
- Use Laravel best practices
- Implement repository pattern
- Use service layer for business logic
- Write unit tests for critical functions

### Database Guidelines
- Use migrations for all schema changes
- Implement soft deletes where applicable
- Add proper indexes for performance
- Use database transactions for critical operations
- Regular database backups

### UI/UX Guidelines
- Responsive design for all screens
- Consistent color scheme and branding
- Intuitive navigation structure
- Clear error messages and validations
- Loading indicators for async operations
- Keyboard shortcuts for power users

---

## Testing Strategy

### Unit Testing
- Model relationships
- Service layer methods
- Validation rules
- API endpoints

### Integration Testing
- Transaction workflows
- Inventory updates
- Report generation
- Email/SMS notifications

### User Acceptance Testing
- End-to-end transaction flows
- Report accuracy
- Performance under load
- Mobile responsiveness

---

## Deployment Plan

### Environment Setup
1. Production server configuration
2. Database setup and optimization
3. SSL certificate installation
4. Backup system configuration
5. Monitoring tools setup

### Data Migration
1. Export existing Excel data
2. Data cleaning and validation
3. Import master data
4. Import historical transactions
5. Verify data integrity

### Go-Live Checklist
- [ ] All features tested and working
- [ ] User accounts created
- [ ] Training completed
- [ ] Documentation ready
- [ ] Backup system tested
- [ ] Support system in place
- [ ] Performance benchmarks met
- [ ] Security audit passed

---

## Post-Deployment Support

### Week 1-2: Intensive Support
- Daily monitoring
- Quick bug fixes
- User query resolution
- Performance tuning

### Week 3-4: Stabilization
- Weekly reviews
- Feature refinements
- Additional training if needed
- Documentation updates

### Ongoing Support
- Monthly system reviews
- Regular updates
- Feature enhancements
- Performance optimization

---

## Success Metrics

### Operational Metrics
- Transaction processing time < 2 seconds
- Report generation time < 10 seconds
- System uptime > 99.5%
- Zero data loss incidents

### Business Metrics
- Inventory accuracy > 99%
- Stock-out incidents reduced by 50%
- Processing time reduced by 60%
- Report generation automated 100%

### User Satisfaction Metrics
- User adoption rate > 90%
- Training effectiveness > 85%
- Support ticket resolution < 24 hours
- User satisfaction score > 4.5/5

---

## Risk Management

### Technical Risks
| Risk | Mitigation |
|------|------------|
| Data loss | Regular automated backups |
| System downtime | High availability setup |
| Performance issues | Load testing and optimization |
| Security breach | Security audit and monitoring |

### Business Risks
| Risk | Mitigation |
|------|------------|
| User resistance | Comprehensive training program |
| Data migration errors | Thorough testing and validation |
| Scope creep | Clear requirements documentation |
| Budget overrun | Phased implementation approach |

---

## Budget Estimation

### Development Costs
- Backend Development: 200 hours
- Frontend Development: 150 hours
- Testing & QA: 80 hours
- Documentation: 40 hours
- Project Management: 50 hours
- **Total: 520 hours**

### Infrastructure Costs (Annual)
- Server hosting
- Database hosting
- Backup storage
- SSL certificate
- Email/SMS service
- Monitoring tools

### Training & Support
- User training sessions
- Documentation preparation
- Post-deployment support
- System maintenance

---

## Next Steps

### Immediate Actions (Week 1)
1. **Setup Development Environment**
   - Configure local development
   - Setup version control
   - Create development database

2. **Create Database Schema**
   - Write all migrations
   - Create model files
   - Setup relationships

3. **Build Authentication Enhancement**
   - Add warehouse roles
   - Setup permissions
   - Create middleware

4. **Start Master Data Module**
   - Supplier management
   - Item management
   - Category management

### Quick Wins
- Import existing Excel data
- Basic inventory dashboard
- Simple transaction forms
- Essential reports

---

## Contact & Support

**Project Manager:** [To be assigned]
**Technical Lead:** [To be assigned]
**Database Administrator:** [To be assigned]
**UI/UX Designer:** [To be assigned]

**Support Email:** support@kcg-warehouse.com
**Documentation:** [Link to detailed docs]
**Issue Tracking:** [Link to issue tracker]

---

## Appendices

### A. Glossary of Terms
- **LPO:** Local Purchase Order
- **DN:** Delivery Note
- **MRN:** Material Request Number
- **MDN:** Material Delivery Note
- **FIFO:** First In, First Out
- **LIFO:** Last In, First Out

### B. Reference Documents
- Transaction Chart.xlsx (Original requirements)
- Laravel Documentation
- API Documentation
- User Manual

### C. Change Log
- Version 1.0 - Initial project plan
- Last Updated: [Current Date]

---

*This project plan is a living document and will be updated as the project progresses.*