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User Stories Baseline

Source: ~/ALAI/products/Plock/docs/demo-readiness/01-user-stories-baseline.md

PLOCK — User Stories Baseline

Date: 2026-03-14
Purpose: Establish a first canonical user-story baseline for PLOCK using real repository evidence and authoritative product documents. This is not yet the final polished story set; it is the operational baseline for documentation, QA, and backlog slicing.

1. Scope and Method

This baseline is derived from:

  • docs/PRD.md
  • actual backend route/service structure
  • actual frontend MFE structure
  • integration modules present in the repository
  • operational and regulatory documentation where relevant

This document intentionally avoids inventing features not supported by either:

  • current product docs, or
  • current repository structure

2. Story Status Model

Each story is tagged as one of:

  • exists — strongly supported by real code/routes/docs
  • partial — visible in docs and/or code structure, but maturity unclear
  • planned — described in docs, but implementation evidence is limited or phase-dependent

3. Receiving / Inbound

US-INB-001 — Receive goods via barcode

Status: exists
Evidence: PRD.md, ReceivingRoutes.kt, ReceivingService.kt, barcode-related backend structure

As a warehouse worker
I want to scan a barcode and identify the purchase order it belongs to
So that I can receive goods correctly without manual lookup

US-INB-002 — View open purchase orders

Status: exists
Evidence: PRD.md, ReceivingRoutes.kt, supplier/receiving route structure

As a warehouse manager
I want to see all open purchase orders and expected arrival dates
So that I can plan staffing and dock capacity

US-INB-003 — Guided putaway after receiving

Status: partial
Evidence: PRD.md, LocationRoutes.kt, PutAwayService.kt

As a warehouse worker
I want to be guided to the correct bin location after receiving
So that I do not need to memorize where products belong

US-INB-004 — Detect receiving discrepancies

Status: exists
Evidence: PRD.md, ReceivingDiscrepancyTest.kt, discrepancy migration/table evidence

As a warehouse manager
I want to be notified immediately when received quantities do not match the purchase order
So that I can resolve supplier issues before inventory is corrupted

4. Inventory Management

US-INV-001 — Real-time inventory visibility

Status: exists
Evidence: PRD.md, InventoryRoutes.kt, InventoryService.kt

As a warehouse manager
I want to see the exact quantity of a SKU by location in real time
So that I can answer operational questions without walking the warehouse

US-INV-002 — Reorder point alerting

Status: partial
Evidence: PRD.md, inventory domain present; implementation maturity unclear

As a warehouse manager
I want to receive an alert when inventory falls below reorder point
So that I can prevent avoidable stockouts

US-INV-003 — Zone-based cycle counts

Status: exists
Evidence: PRD.md, CycleCountRoutes.kt, CycleCountService.kt, tests

As a warehouse manager
I want to run a cycle count for a specific zone without stopping all operations
So that I can maintain inventory accuracy continuously

US-INV-004 — Mobile-assisted physical inventory count

Status: partial
Evidence: PRD.md, V7 mobile support migrations, runbook/mobile references

As a warehouse worker
I want to perform physical inventory counts on a mobile device
So that counting is faster and less error-prone than paper workflows

5. Orders / Outbound

US-OUT-001 — Release urgent orders quickly

Status: exists
Evidence: PRD.md, OrderRoutes.kt, order/picking domain structure

As a warehouse manager
I want to release urgent orders with a single action
So that I can respond quickly to escalations and deadlines

US-OUT-002 — Work from structured picking flow

Status: exists
Evidence: PickingRoutes.kt, PickingService.kt, mfe-picking

As a picker
I want to receive a structured picking workflow
So that I can pick efficiently and consistently

US-OUT-003 — Verify packing with product photo

Status: partial
Evidence: PRD.md, frontend/product/packing intent visible in docs

As a packing worker
I want to see a product photo during packing
So that I can confirm I am sealing the correct item

US-OUT-004 — Unified shipment tracking view

Status: partial
Evidence: PRD.md, ShipmentRoutes.kt, carrier integration structure

As a warehouse manager
I want to see outbound shipment status in one place
So that I can proactively handle delays and customer issues

6. Shipping / Carrier Operations

US-SHP-001 — Print carrier labels directly from Plock

Status: exists
Evidence: PRD.md, PostNord/DHL/Instabee integration code, shipment/carrier routes

As a warehouse worker
I want to print shipping labels directly from Plock
So that I do not need to log into separate carrier portals

US-SHP-002 — Use multiple carriers in one operational flow

Status: exists
Evidence: CarrierRoutes.kt, CarrierIntegrationRoutes.kt, multiple carrier adapters/services

As a warehouse manager
I want to work with PostNord, DHL, and Instabee in one system
So that outbound shipping does not depend on multiple manual carrier workflows

US-SHP-003 — Track carrier sync and integration health

Status: partial
Evidence: integration_sync_log schema, runbook sections for Fortnox/carrier failures

As a system operator
I want to inspect carrier/integration sync behavior
So that I can detect and troubleshoot failures quickly

7. AI / Smart Warehouse Operations

US-AI-001 — Ask warehouse questions in Swedish

Status: partial-to-exists
Evidence: PRD.md, AI-STRATEGY.md, mfe-ai/, product positioning

As a warehouse manager
I want to ask warehouse questions in Swedish and get immediate answers
So that I can make decisions without SQL, exports, or manual searching

US-AI-002 — Execute warehouse commands via AI with confirmation

Status: planned / partial
Evidence: PRD.md, AI-STRATEGY.md

As a warehouse manager
I want to trigger operational actions through natural language with explicit confirmation
So that I can manage exceptions faster than through deep UI navigation

US-AI-003 — Optimize pick routes

Status: partial-to-exists
Evidence: PRD.md, AI-STRATEGY.md, picking domain, runbook references to Smart Picking

As a warehouse manager
I want to use smart pick route optimization
So that workers spend less time walking and more time picking

8. Dashboard / Monitoring

US-DASH-001 — Operational dashboard

Status: exists
Evidence: DashboardRoutes.kt, PRD.md, dashboard domain

As a warehouse manager
I want to see a real-time dashboard with today’s operational KPIs
So that I can spot bottlenecks before they become incidents

US-DASH-002 — Monitor shipment and fulfillment progress

Status: partial
Evidence: dashboard/shipment routes, PRD

As a operations lead
I want to monitor fulfillment progress and pending shipments
So that I can intervene before SLAs are missed

9. Users / Roles / Multi-Tenancy

US-SEC-001 — Manage users and roles

Status: exists
Evidence: UserRoutes.kt, RoleRoutes.kt, RbacService.kt

As an admin
I want to manage users and roles
So that only the right people can perform sensitive warehouse actions

US-SEC-002 — Restrict data by warehouse

Status: exists
Evidence: TenantPlugin.kt, RLS-AUDIT.md, RLS migrations

As a warehouse operator
I want to only see data for my warehouse
So that tenant/customer separation is enforced safely

US-SEC-003 — Keep tenant isolation enforced at the DB layer

Status: exists
Evidence: RLS-AUDIT.md, migration V6__rls_tenant_isolation.sql

As the platform
I want to enforce tenant isolation in PostgreSQL using RLS
So that application bugs do not automatically become cross-tenant data leaks

10. Integrations / Accounting

US-INT-001 — Sync warehouse/accounting data with Fortnox

Status: exists
Evidence: Fortnox integration modules, docs, secrets, runbook

As a Swedish SMB operator
I want to integrate Plock with Fortnox
So that warehouse operations and accounting stay aligned

US-INT-002 — Re-authorize or recover from Fortnox sync failure

Status: partial-to-exists
Evidence: Fortnox OAuth/sync routes, runbook incident section

As a tenant admin
I want to reconnect or recover the Fortnox integration when it fails
So that business operations are not blocked by stale tokens or sync errors

11. 3PL / Client Isolation (Phase-Dependent)

US-3PL-001 — Separate client inventory views

Status: planned
Evidence: PRD.md, GTM-STRATEGY.md, regulatory references

As a 3PL operations lead
I want to see inventory separated by client
So that I can manage a multi-client warehouse safely

US-3PL-002 — Support 3PL billing workflows

Status: planned
Evidence: REGULATORY.md, GTM and pricing logic

As a 3PL operator
I want to support warehousing-service billing workflows
So that customer charging is structured and scalable

12. Business / Sales / Market Layer

US-BIZ-001 — Position as Fortnox-next-step WMS

Status: planned/business
Evidence: GTM-STRATEGY.md

As the business
I want to position Plock as the natural next step after Fortnox Lager
So that market entry is focused and credible

US-BIZ-002 — Support Swedish SMB self-serve onboarding motion

Status: planned/business
Evidence: GTM and product docs

As the product business
I want to enable a low-friction onboarding and trial motion
So that acquisition cost stays low and distribution scales

13. Summary

Strongly supported by current code/docs

  • receiving
  • inventory
  • orders
  • picking
  • shipments
  • carriers
  • RBAC
  • tenant isolation
  • Fortnox integration
  • dashboard
  • barcode
  • audit/webhook/SSE infrastructure

Present but maturity unclear

  • AI chat execution depth
  • smart picking maturity
  • mobile/PWA operational depth
  • packing/photo verification
  • full shipment monitoring UX
  • reorder alerting maturity

More Phase 2 / strategic than current MVP

  • 3PL client isolation workflows
  • 3PL billing
  • full commercial/demo/support packaging
  • polished sales enablement materials

14. Working Rule

This user-story baseline is the first canonical operational extraction.

Any future:

  • feature catalog
  • QA gate
  • implementation backlog
  • demo script
  • support playbook

must map back to these stories and mark each item as:

  • exists
  • partial
  • planned
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