Phase 01: Master Data

Duration: 1 week Goal: Implement core master data DocTypes for Legacy ERP operations

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1. Item Master

1.1 Item DocType

class Item(BaseDocType):
    """Product/SKU managed by Legacy ERP."""

    # Identity
    item_code: str = Field(max_length=50, unique=True)
    item_name: str = Field(max_length=200)
    description: str | None = None

    # Classification
    item_group: str  # FK to ItemGroup
    brand: str | None = None
    manufacturer: str | None = None

    # Stock Settings
    stock_uom: str = "Nos"  # Unit of Measure
    is_stock_item: bool = True
    has_batch_no: bool = False
    has_serial_no: bool = False

    # Pricing
    standard_rate: Decimal = Decimal("0")
    mrp: Decimal = Decimal("0")
    legacy_erp_price: Decimal = Decimal("0")  # Discounted price

    # Status
    is_active: bool = True

    class Meta:
        table_name = "item"
        indexes = ["item_code", "item_group"]

1.2 Item Group DocType

class ItemGroup(BaseDocType):
    """Hierarchical product categorization."""

    name: str = Field(max_length=100)
    parent_group: str | None = None  # Self-referential
    is_group: bool = False

    class Meta:
        table_name = "item_group"

1.3 Tasks

• Create Item DocType
• Create ItemGroup DocType
• CRUD API tests
• Bulk import endpoint for 10K SKUs
• Item search with filters

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2. Location Hierarchy

2.1 Depot DocType

class Depot(BaseDocType):
    """Legacy ERP Area Depot (34 across India)."""

    depot_code: str = Field(max_length=20, unique=True)
    depot_name: str = Field(max_length=200)

    # Location
    region: str  # FK to Region
    address: str | None = None
    city: str | None = None
    state: str | None = None
    pincode: str | None = None

    # Contact
    depot_manager: str | None = None
    phone: str | None = None
    email: str | None = None

    # Status
    is_active: bool = True

    class Meta:
        table_name = "depot"

2.2 Region DocType

class Region(BaseDocType):
    """Regional Office (5 regions)."""

    region_code: str = Field(max_length=10, unique=True)
    region_name: str = Field(max_length=100)
    regional_manager: str | None = None

    class Meta:
        table_name = "region"

2.3 Warehouse DocType

class Warehouse(BaseDocType):
    """Storage location within a Depot."""

    warehouse_code: str = Field(max_length=50, unique=True)
    warehouse_name: str = Field(max_length=200)
    depot: str  # FK to Depot

    # Type
    warehouse_type: str = "Stores"  # Stores, Damaged, Transit

    # Capacity
    total_capacity: int | None = None
    current_utilization: int | None = None

    is_active: bool = True

    class Meta:
        table_name = "warehouse"

2.4 Tasks

• Create Region DocType
• Create Depot DocType
• Create Warehouse DocType
• Seed 5 regions, 34 depots
• Depot → Warehouse hierarchy API

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3. Unit Run Canteens (URCs)

3.1 URC DocType

class URC(BaseDocType):
    """Unit Run Canteen - Retail outlet."""

    urc_code: str = Field(max_length=50, unique=True)
    urc_name: str = Field(max_length=200)

    # Affiliation
    depot: str  # Primary Depot
    secondary_depot: str | None = None  # Dual dependency
    unit_name: str | None = None  # Military unit

    # Location
    address: str | None = None
    city: str | None = None
    state: str | None = None

    # Contact
    officer_in_charge: str | None = None
    phone: str | None = None

    # Status
    status: str = "Active"  # Active, Suspended, Terminated
    registration_date: date | None = None

    class Meta:
        table_name = "urc"
        indexes = ["depot", "status"]

3.2 Tasks

• Create URC DocType
• URC registration workflow
• URC status management (suspend/terminate)
• Bulk URC import for 3,630 records

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4. Supplier Master

4.1 Supplier DocType

class Supplier(BaseDocType):
    """Vendor/Supplier providing goods to Legacy ERP."""

    supplier_code: str = Field(max_length=50, unique=True)
    supplier_name: str = Field(max_length=200)

    # Business Info
    supplier_type: str = "Company"  # Company, Individual
    gstin: str | None = None
    pan: str | None = None

    # Contact
    contact_person: str | None = None
    phone: str | None = None
    email: str | None = None
    address: str | None = None

    # Banking
    bank_name: str | None = None
    bank_account: str | None = None
    ifsc_code: str | None = None

    # Status
    status: str = "Active"  # Active, Blacklisted, Inactive

    class Meta:
        table_name = "supplier"

4.2 Item-Supplier Link

class ItemSupplier(BaseDocType):
    """Many-to-many: Which suppliers provide which items."""

    item: str  # FK to Item
    supplier: str  # FK to Supplier
    supplier_part_no: str | None = None
    price: Decimal = Decimal("0")
    lead_time_days: int = 7
    is_default: bool = False

    class Meta:
        table_name = "item_supplier"
        unique_together = [("item", "supplier")]

4.3 Tasks

• Create Supplier DocType
• Create ItemSupplier link DocType
• Supplier onboarding API
• Bulk supplier import for 700 records

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5. Beneficiary/Member

5.1 Member DocType

class Member(BaseDocType):
    """Legacy ERP Beneficiary (Ex-serviceman, Defence civilian, etc.)."""

    member_id: str = Field(max_length=50, unique=True)  # Legacy ERP Card number

    # Identity
    full_name: str = Field(max_length=200)
    category: str  # Serving, Retired, Widow, Defence Civilian
    rank: str | None = None
    service: str | None = None  # Army, Navy, Air Force

    # Contact
    phone: str | None = None
    email: str | None = None
    address: str | None = None

    # Affiliation
    primary_urc: str | None = None  # FK to URC

    # Wallet (Book-Keeper reference)
    wallet_account_id: str | None = None  # Book-Keeper account code

    # Status
    is_active: bool = True
    card_expiry: date | None = None

    class Meta:
        table_name = "member"
        indexes = ["category", "primary_urc"]

5.2 Tasks

• Create Member DocType
• Member registration API
• Book-Keeper wallet account creation on registration
• Member search by card number

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6. Verification Checklist

• All 8 DocTypes created and migrated
• CRUD APIs working for all DocTypes
• Seed data loaded (regions, depots, sample items)
• Foreign key relationships working
• Search/filter endpoints functional
• Unit tests passing

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API Endpoints (Auto-generated)

Endpoint	Method	Description
/api/v1/item	GET, POST	List/Create items
/api/v1/item/{id}	GET, PUT, DELETE	Item CRUD
/api/v1/depot	GET, POST	List/Create depots
/api/v1/urc	GET, POST	List/Create URCs
/api/v1/supplier	GET, POST	List/Create suppliers
/api/v1/member	GET, POST	List/Create members