Phase 07: Product Onboarding

Duration: 3 days Goal: Implement AGM Secretary product onboarding workflow per DPR Section 3.1

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Overview

This phase implements the complete product introduction workflow from Supplier application to BoA approval, covering:

• Pre-Screening
• Screening (sample validation)
• Post-Screening
• Price Negotiation (PPN/PNC)
• BoA Approval

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1. Product Application DocType

class ProductApplication(BaseDocType):
    """New product introduction application from Supplier."""

    # Applicant
    supplier: str  # FK to Supplier
    application_date: date = Field(default_factory=date.today)

    # Product Info
    product_name: str = Field(max_length=200)
    barcode: str = Field(max_length=50)
    hsn_code: str | None = None
    mrp: Decimal
    proposed_legacy_erp_price: Decimal

    # Classification
    item_group: str  # FK to ItemGroup
    category: str  # GS, LIF, AFD-I, AFD-II

    # Standards
    fssai_number: str | None = None
    bis_number: str | None = None
    agmark_number: str | None = None

    # Documents (File links)
    tds_certificate: str | None = None  # FK to File
    costing_sheet: str | None = None
    gst_invoice: str | None = None

    # Workflow
    status: str = "Draft"  # Draft, Pre-Screening, Screening, PNC, BoA, Approved, Rejected

    class Meta:
        table_name = "product_application"
        workflow = "ProductOnboardingWorkflow"

1.1 Tasks

• Create ProductApplication DocType
• Implement document upload for TDS, costing sheet
• Smart Consumer App integration (barcode validation)
• GSTIN/FSSAI verification API

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2. Pre-Screening Module

class PreScreening(BaseDocType):
    """Pre-screening evaluation of product application."""

    application: str  # FK to ProductApplication
    screener: str  # FK to User
    screening_date: date = Field(default_factory=date.today)

    # Checklist
    supplier_verified: bool = False
    product_exists_in_market: bool = False  # 3 months minimum
    documents_complete: bool = False
    standards_verified: bool = False

    # Result
    result: str = "Pending"  # Pending, Passed, Failed
    remarks: str | None = None

    class Meta:
        table_name = "pre_screening"

2.1 Tasks

• Create PreScreening DocType
• Implement checklist validation
• Auto-notify Supplier on result
• Link to screening stage on pass

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3. Screening Module (Sample Validation)

class Screening(BaseDocType):
    """Physical sample screening at Legacy ERP HO."""

    application: str  # FK to ProductApplication

    # Sample Tracking
    sample_requested_date: date | None = None
    sample_received_date: date | None = None
    barcode_validated: bool = False

    # Screening Committee
    screener_1: str | None = None  # FK to User
    screener_2: str | None = None
    screener_3: str | None = None

    # Evaluation
    product_quality: str = "Pending"  # Pending, Acceptable, Poor
    packaging_quality: str = "Pending"
    label_compliance: bool = False

    # Lab Reports (for non-BIS/FSSAI products)
    nabl_report: str | None = None  # FK to File

    # Result
    result: str = "Pending"  # Pending, Passed, Failed
    pass_date: date | None = None

    class Meta:
        table_name = "screening"

3.1 Tasks

• Create Screening DocType
• Barcode scanner integration
• Screening report generation
• Sample return notification workflow

---

4. Price Negotiation (PNC)

class PNCChart(BaseDocType):
    """Price Negotiation Committee chart for BoA review."""

    application: str  # FK to ProductApplication

    # Pricing Analysis
    supplier_proposed_price: Decimal
    market_survey_price: Decimal
    competitor_1_price: Decimal | None = None
    competitor_2_price: Decimal | None = None

    # Negotiated Terms
    negotiated_price: Decimal | None = None
    discount_percent: Decimal | None = None
    procurement_price: Decimal | None = None
    trade_price: Decimal | None = None

    # PNC Meeting
    pnc_date: date | None = None
    pnc_members: list[str] = Field(default_factory=list)  # User IDs
    mom_document: str | None = None  # FK to File

    # Recommendation
    recommendation: str = "Pending"  # Pending, Recommend, Re-negotiate, Reject
    remarks: str | None = None

    class Meta:
        table_name = "pnc_chart"

4.1 Tasks

• Create PNCChart DocType
• Auto-generate chart from Market Survey data
• MoM upload functionality
• IFA access for review

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5. BoA Approval

class BoAApproval(BaseDocType):
    """Board of Administration approval for new products."""

    application: str  # FK to ProductApplication
    pnc_chart: str  # FK to PNCChart

    # Meeting
    boa_date: date
    agenda_item_number: str | None = None

    # Decision
    decision: str = "Pending"  # Pending, Approved, Rejected, Re-PNC
    approved_price: Decimal | None = None

    # Post-Approval
    ni_circular_number: str | None = None  # New Introduction circular
    index_number: str | None = None  # Item code assigned

    class Meta:
        table_name = "boa_approval"

5.1 Tasks

• Create BoAApproval DocType
• Generate BoA chart from PNC data
• Auto-notify Supplier on decision
• Link to Item master on approval (create Item)
• Generate NI circular

---

6. Workflow Definition

ProductOnboardingWorkflow = Workflow(
    name="ProductOnboardingWorkflow",
    states=[
        State("Draft", is_initial=True),
        State("Pre-Screening"),
        State("Screening"),
        State("Post-Screening"),
        State("PPN"),  # Pre-Price Negotiation
        State("PNC"),  # Price Negotiation Committee
        State("BoA Pending"),
        State("Approved", is_final=True),
        State("Rejected", is_final=True),
    ],
    transitions=[
        Transition("Submit", "Draft", "Pre-Screening"),
        Transition("Pass Pre-Screening", "Pre-Screening", "Screening"),
        Transition("Fail Pre-Screening", "Pre-Screening", "Rejected"),
        Transition("Pass Screening", "Screening", "Post-Screening"),
        Transition("Fail Screening", "Screening", "Rejected"),
        Transition("Complete Post-Screening", "Post-Screening", "PPN"),
        Transition("Submit to PNC", "PPN", "PNC"),
        Transition("Recommend to BoA", "PNC", "BoA Pending"),
        Transition("Re-negotiate", "PNC", "PPN"),
        Transition("Approve", "BoA Pending", "Approved"),
        Transition("Reject", "BoA Pending", "Rejected"),
        Transition("Re-PNC", "BoA Pending", "PNC"),
    ]
)

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7. API Endpoints

Endpoint	Method	Description
/api/v1/product-application	POST	Submit new product application
/api/v1/product-application/{id}/submit	POST	Submit for pre-screening
/api/v1/pre-screening/{id}/evaluate	POST	Submit pre-screening result
/api/v1/screening/{id}/validate-sample	POST	Validate received sample
/api/v1/pnc-chart/{id}/recommend	POST	PNC recommendation
/api/v1/boa-approval/{id}/decide	POST	BoA decision

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8. Integrations

External System	Purpose
Smart Consumer App (GS-1)	Barcode/product data validation
GSTIN Portal	Supplier verification
FSSAI Portal	Food license verification
MS Branch (MRU)	Market Survey data

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9. Verification Checklist

• Complete workflow from Draft to Approved
• Supplier notification at each stage
• Document upload working
• PNC chart auto-generation
• Item created on approval
• Audit trail for all transitions