Improve the frontend 3

2025-10-30 21:08:07 +01:00
parent 36217a2729
commit 63f5c6d512
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--- a/SMART_PROCUREMENT_IMPLEMENTATION.md
+++ b/SMART_PROCUREMENT_IMPLEMENTATION.md
@@ -1,442 +1,178 @@
-# Smart Procurement System - Implementation Complete ✅
+# Smart Procurement Implementation Summary

 ## Overview
-
-A comprehensive smart procurement calculation system has been successfully implemented, combining AI demand forecasting with business rules, supplier constraints, and economic optimization. The system respects ingredient reorder rules, supplier minimums, storage limits, and optimizes for volume discount price tiers.
-
---
-
-## 🎯 Implementation Summary
-
-### **Phase 1: Backend - Database & Models** ✅
-
-#### 1.1 Tenant Settings Enhanced
-**Files Modified:**
- `services/tenant/app/models/tenant_settings.py`
- `services/tenant/app/schemas/tenant_settings.py`
-
-**New Procurement Settings Added:**
-```python
-use_reorder_rules: bool = True          # Use ingredient reorder point & quantity
-economic_rounding: bool = True          # Round to economic multiples
-respect_storage_limits: bool = True     # Enforce max_stock_level
-use_supplier_minimums: bool = True      # Respect supplier MOQ & MOA
-optimize_price_tiers: bool = True       # Optimize for volume discounts
-```
-
-**Migration Created:**
- `services/tenant/migrations/versions/20251025_add_smart_procurement_settings.py`
-
---
-
-#### 1.2 Procurement Requirements Schema Extended
-**Files Modified:**
- `services/orders/app/models/procurement.py`
- `services/orders/app/schemas/procurement_schemas.py`
-
-**New Fields Added to ProcurementRequirement:**
-```python
-calculation_method: str              # REORDER_POINT_TRIGGERED, FORECAST_DRIVEN_PROACTIVE, etc.
-ai_suggested_quantity: Decimal       # Pure AI forecast quantity
-adjusted_quantity: Decimal           # Final quantity after constraints
-adjustment_reason: Text              # Human-readable explanation
-price_tier_applied: JSONB            # Price tier details if applied
-supplier_minimum_applied: bool       # Whether supplier minimum enforced
-storage_limit_applied: bool          # Whether storage limit hit
-reorder_rule_applied: bool           # Whether reorder rules used
-```
-
-**Migration Created:**
- `services/orders/migrations/versions/20251025_add_smart_procurement_fields.py`
-
---
-
-### **Phase 2: Backend - Smart Calculation Engine** ✅
-
-#### 2.1 Smart Procurement Calculator
-**File Created:** `services/orders/app/services/smart_procurement_calculator.py`
-
-**Three-Tier Logic Implemented:**
-
-**Tier 1: Safety Trigger**
- Checks if `current_stock <= low_stock_threshold`
- Triggers CRITICAL_STOCK_EMERGENCY mode
- Orders: `max(reorder_quantity, ai_net_requirement)`
-
-**Tier 2: Reorder Point Trigger**
- Checks if `current_stock <= reorder_point`
- Triggers REORDER_POINT_TRIGGERED mode
- Respects configured reorder_quantity
-
-**Tier 3: Forecast-Driven Proactive**
- Uses AI forecast when above reorder point
- Triggers FORECAST_DRIVEN_PROACTIVE mode
- Smart optimization applied
-
-**Constraint Enforcement:**
-1. **Economic Rounding:** Rounds to `reorder_quantity` or `supplier_minimum_quantity` multiples
-2. **Supplier Minimums:** Enforces `minimum_order_quantity` (packaging constraint)
-3. **Price Tier Optimization:** Upgrades quantities to capture volume discounts when beneficial (ROI > 0)
-4. **Storage Limits:** Caps orders at `max_stock_level` to prevent overflow
-5. **Minimum Order Amount:** Warns if order value < supplier `minimum_order_amount` (requires consolidation)
-
---
-
-#### 2.2 Procurement Service Integration
-**File Modified:** `services/orders/app/services/procurement_service.py`
-
-**Changes:**
- Imports `SmartProcurementCalculator` and `get_tenant_settings`
- Fetches tenant procurement settings dynamically
- Retrieves supplier price lists for tier pricing
- Calls calculator for each ingredient
- Stores complete calculation metadata in requirements
-
-**Key Method Updated:** `_create_requirements_data()`
- Lines 945-1084: Complete rewrite using smart calculator
- Captures AI forecast, applies all constraints, stores reasoning
-
---
-
-### **Phase 3: Frontend - UI & UX** ✅
-
-#### 3.1 TypeScript Types Updated
-**File Modified:** `frontend/src/api/types/settings.ts`
-
-Added 5 new boolean fields to `ProcurementSettings` interface
-
-**File Modified:** `frontend/src/api/types/orders.ts`
-
-Added 8 new fields to `ProcurementRequirementResponse` interface for calculation metadata
-
---
-
-#### 3.2 Procurement Settings UI
-**File Modified:** `frontend/src/pages/app/database/ajustes/cards/ProcurementSettingsCard.tsx`
-
-**New Section Added:** "Smart Procurement Calculation"
- Brain icon header
- 5 toggles with descriptions:
-  1. Use reorder rules (point & quantity)
-  2. Economic rounding
-  3. Respect storage limits
-  4. Use supplier minimums
-  5. Optimize price tiers
-
-Each toggle includes:
- Label with translation key
- Descriptive subtitle explaining what it does
- Disabled state handling
-
---
-
-#### 3.3 Translations Added
-**Files Modified:**
- `frontend/src/locales/es/ajustes.json` - Spanish translations
- `frontend/src/locales/en/ajustes.json` - English translations
-
-**New Translation Keys:**
-```
-procurement.smart_procurement
-procurement.use_reorder_rules
-procurement.use_reorder_rules_desc
-procurement.economic_rounding
-procurement.economic_rounding_desc
-procurement.respect_storage_limits
-procurement.respect_storage_limits_desc
-procurement.use_supplier_minimums
-procurement.use_supplier_minimums_desc
-procurement.optimize_price_tiers
-procurement.optimize_price_tiers_desc
-```
-
---
-
-## 📊 How It Works - Complete Flow
-
-### Example Scenario: Ordering Flour
-
-**Ingredient Configuration:**
-```
-Ingredient: "Harina 000 Premium"
- current_stock: 25 kg
- reorder_point: 30 kg (trigger)
- reorder_quantity: 50 kg (preferred order size)
- low_stock_threshold: 10 kg (critical)
- max_stock_level: 150 kg
-```
-
-**Supplier Configuration:**
-```
-Supplier: "Harinera del Norte"
- minimum_order_amount: €200 (total order minimum)
- standard_lead_time: 3 days
-
-Price List Entry:
- unit_price: €1.50/kg (base)
- minimum_order_quantity: 25 kg (one bag)
- tier_pricing:
-  - 50 kg → €1.40/kg (2 bags)
-  - 100 kg → €1.30/kg (4 bags / pallet)
-```
-
-**AI Forecast:**
-```
- Predicted demand: 42 kg (next 14 days)
- Safety stock (20%): 8.4 kg
- Total needed: 50.4 kg
- Net requirement: 50.4 - 25 = 25.4 kg
-```
-
-### **Step-by-Step Calculation:**
-
-**Step 1: Reorder Point Check**
-```python
-current_stock (25) <= reorder_point (30) → ✅ TRIGGER
-calculation_method = "REORDER_POINT_TRIGGERED"
-```
-
-**Step 2: Base Quantity**
-```python
-base_order = max(reorder_quantity, ai_net_requirement)
-base_order = max(50 kg, 25.4 kg) = 50 kg
-```
-
-**Step 3: Economic Rounding**
-```python
-# Already at reorder_quantity multiple
-order_qty = 50 kg
-```
-
-**Step 4: Supplier Minimum Check**
-```python
-minimum_order_quantity = 25 kg
-50 kg ÷ 25 kg = 2 bags → Already compliant ✅
-```
-
-**Step 5: Price Tier Optimization**
-```python
-# Current: 50 kg @ €1.40/kg = €70
-# Next tier: 100 kg @ €1.30/kg = €130
-# Savings: (50 × €1.50) - (100 × €1.30) = €75 - €130 = -€55 (worse)
-# Tier 50 kg savings: (50 × €1.50) - (50 × €1.40) = €5 savings
-# → Stay at 50 kg tier ✅
-```
-
-**Step 6: Storage Limit Check**
-```python
-current_stock + order_qty = 25 + 50 = 75 kg
-75 kg <= max_stock_level (150 kg) → ✅ OK
-```
-
-**Step 7: Minimum Order Amount Check**
-```python
-order_value = 50 kg × €1.40/kg = €70
-€70 < minimum_order_amount (€200)
-⚠️ WARNING: Needs consolidation with other products
-```
-
-### **Final Result:**
-
-```json
-{
-  "net_requirement": 50,
-  "calculation_method": "REORDER_POINT_TRIGGERED",
-  "ai_suggested_quantity": 25.4,
-  "adjusted_quantity": 50,
-  "adjustment_reason": "Method: Reorder Point Triggered | AI Forecast: 42 units, Net Requirement: 25.4 units | Adjustments: reorder rules, price tier optimization | Final Quantity: 50 units | Notes: Reorder point triggered: stock (25) ≤ reorder point (30); Upgraded to 50 units @ €1.40/unit (saves €5.00); ⚠️ Order value €70.00 < supplier minimum €200.00. This item needs to be combined with other products in the same PO.",
-  "price_tier_applied": {
-    "quantity": 50,
-    "price": 1.40,
-    "savings": 5.00
-  },
-  "supplier_minimum_applied": false,
-  "storage_limit_applied": false,
-  "reorder_rule_applied": true
-}
-```
-
---
-
-## 🔧 Configuration Guide
-
-### **For Bakery Managers:**
-
-Navigate to: **Settings → Procurement and Sourcing → Smart Procurement Calculation**
-
-**Toggle Options:**
-
-1. **Use reorder rules (point & quantity)**
-   - ✅ **ON:** Respects ingredient-level reorder point and quantity
-   - ❌ **OFF:** Pure AI forecast, ignores manual reorder rules
-   - **Recommended:** ON for ingredients with established ordering patterns
-
-2. **Economic rounding**
-   - ✅ **ON:** Rounds to reorder_quantity or supplier packaging multiples
-   - ❌ **OFF:** Orders exact AI forecast amount
-   - **Recommended:** ON to capture bulk pricing and simplify ordering
-
-3. **Respect storage limits**
-   - ✅ **ON:** Prevents orders exceeding max_stock_level
-   - ❌ **OFF:** Ignores storage capacity constraints
-   - **Recommended:** ON to prevent warehouse overflow
-
-4. **Use supplier minimums**
-   - ✅ **ON:** Enforces supplier minimum_order_quantity and minimum_order_amount
-   - ❌ **OFF:** Ignores supplier constraints (may result in rejected orders)
-   - **Recommended:** ON to ensure supplier compliance
-
-5. **Optimize price tiers**
-   - ✅ **ON:** Upgrades quantities to capture volume discounts when beneficial
-   - ❌ **OFF:** Orders exact calculated quantity regardless of pricing tiers
-   - **Recommended:** ON for ingredients with volume discount structures
-
---
-
-## 📁 Files Created/Modified
-
-### **Backend - Created:**
-1. `services/orders/app/services/smart_procurement_calculator.py` - Core calculation engine (348 lines)
-2. `services/orders/migrations/versions/20251025_add_smart_procurement_fields.py` - Orders DB migration
-3. `services/tenant/migrations/versions/20251025_add_smart_procurement_settings.py` - Tenant settings migration
-
-### **Backend - Modified:**
-1. `services/tenant/app/models/tenant_settings.py` - Added 5 procurement flags
-2. `services/tenant/app/schemas/tenant_settings.py` - Updated ProcurementSettings schema
-3. `services/orders/app/models/procurement.py` - Added 8 calculation metadata fields
-4. `services/orders/app/schemas/procurement_schemas.py` - Updated requirement schemas
-5. `services/orders/app/services/procurement_service.py` - Integrated smart calculator
-
-### **Frontend - Modified:**
-1. `frontend/src/api/types/settings.ts` - Added procurement settings types
-2. `frontend/src/api/types/orders.ts` - Added calculation metadata types
-3. `frontend/src/pages/app/database/ajustes/cards/ProcurementSettingsCard.tsx` - Added UI toggles
-4. `frontend/src/locales/es/ajustes.json` - Spanish translations
-5. `frontend/src/locales/en/ajustes.json` - English translations
-
---
-
-## ✅ Testing Checklist
-
-### **Pre-Deployment:**
- [x] Frontend builds successfully (no TypeScript errors)
- [ ] Run tenant service migration: `20251025_add_smart_procurement_settings.py`
- [ ] Run orders service migration: `20251025_add_smart_procurement_fields.py`
- [ ] Verify default settings applied to existing tenants
-
-### **Post-Deployment Testing:**
-
-#### Test 1: Reorder Point Trigger
-1. Create ingredient with:
-   - current_stock: 20 kg
-   - reorder_point: 30 kg
-   - reorder_quantity: 50 kg
-2. Generate procurement plan
-3. **Expected:** Order quantity = 50 kg, `calculation_method = "REORDER_POINT_TRIGGERED"`
-
-#### Test 2: Supplier Minimum Enforcement
-1. Create supplier with `minimum_order_quantity: 25 kg`
-2. AI forecast suggests: 32 kg
-3. **Expected:** Rounded up to 50 kg (2× 25 kg bags)
-
-#### Test 3: Price Tier Optimization
-1. Configure tier pricing: 100 kg @ €1.20/kg vs. 50 kg @ €1.40/kg
-2. AI forecast suggests: 55 kg
-3. **Expected:** Upgraded to 100 kg if savings > 0
-
-#### Test 4: Storage Limit Enforcement
-1. Set `max_stock_level: 100 kg`, `current_stock: 80 kg`
-2. AI forecast suggests: 50 kg
-3. **Expected:** Capped at 20 kg, `storage_limit_applied = true`
-
-#### Test 5: Settings Toggle Behavior
-1. Disable all smart procurement flags
-2. Generate plan
-3. **Expected:** Pure AI forecast quantities, no adjustments
-
---
-
-## 🚀 Deployment Instructions
-
-### **Step 1: Database Migrations**
-```bash
-# Tenant Service
-cd services/tenant
-python -m alembic upgrade head
-
-# Orders Service
-cd ../orders
-python -m alembic upgrade head
-```
-
-### **Step 2: Restart Services**
-```bash
-# Restart all backend services to load new code
-kubectl rollout restart deployment tenant-service -n bakery-ia
-kubectl rollout restart deployment orders-service -n bakery-ia
-```
-
-### **Step 3: Deploy Frontend**
-```bash
-cd frontend
-npm run build
-# Deploy dist/ to your hosting service
-```
-
-### **Step 4: Verification**
-1. Login to bakery admin panel
-2. Navigate to Settings → Procurement
-3. Verify "Smart Procurement Calculation" section appears
-4. Toggle settings and save
-5. Generate a procurement plan
-6. Verify calculation metadata appears in requirements
-
---
-
-## 📈 Benefits
-
-### **For Operations:**
- ✅ Automatic respect for business rules (reorder points)
- ✅ Supplier compliance (minimums enforced)
- ✅ Storage optimization (prevents overflow)
- ✅ Cost savings (volume discount capture)
- ✅ Reduced manual intervention
-
-### **For Finance:**
- ✅ Transparent calculation reasoning
- ✅ Audit trail of AI vs. final quantities
- ✅ Price tier optimization tracking
- ✅ Predictable ordering patterns
-
-### **For Procurement:**
- ✅ Clear explanations of why quantities changed
- ✅ Consolidation warnings for supplier minimums
- ✅ Economic order quantities
- ✅ AI-powered demand forecasting
-
---
-
-## 🔮 Future Enhancements (Optional)
-
-1. **Multi-Product Consolidation:** Automatically group products from the same supplier to meet `minimum_order_amount`
-2. **Procurement Plan UI Display:** Show calculation reasoning in procurement plan table with tooltips
-3. **Reporting Dashboard:** Visualize AI forecast accuracy vs. reorder rules
-4. **Supplier Negotiation Insights:** Suggest when to negotiate better minimums/pricing based on usage patterns
-5. **Seasonal Adjustment Overrides:** Allow manual seasonality multipliers per ingredient
-
---
-
-## 📞 Support
-
-For issues or questions:
- **Backend:** Check `services/orders/app/services/smart_procurement_calculator.py` logs
- **Frontend:** Verify tenant settings API returns new flags
- **Database:** Ensure migrations ran successfully on both services
-
---
-
-## ✨ **Status: PRODUCTION READY**
-
-The smart procurement system is fully implemented, tested (frontend build successful), and ready for deployment. All core features are complete with no TODOs, no legacy code, and clean implementation following best practices.
-
-**Next Steps:** Run database migrations and deploy services.
+This document summarizes the implementation of the Smart Procurement system, which has been successfully re-architected and integrated into the Bakery IA platform. The system provides advanced procurement planning, purchase order management, and supplier relationship management capabilities.
+
+## Architecture Changes
+
+### Service Separation
+The procurement functionality has been cleanly separated into two distinct services:
+
+#### Suppliers Service (`services/suppliers`)
+- **Responsibility**: Supplier master data management
+- **Key Features**:
+  - Supplier profiles and contact information
+  - Supplier performance metrics and ratings
+  - Price lists and product catalogs
+  - Supplier qualification and trust scoring
+  - Quality assurance and compliance tracking
+
+#### Procurement Service (`services/procurement`)
+- **Responsibility**: Procurement operations and workflows
+- **Key Features**:
+  - Procurement planning and requirements analysis
+  - Purchase order creation and management
+  - Supplier selection and negotiation support
+  - Delivery tracking and quality control
+  - Automated approval workflows
+  - Smart procurement recommendations
+
+### Demo Seeding Architecture
+
+#### Corrected Service Structure
+The demo seeding has been re-architected to follow the proper service boundaries:
+
+1. **Suppliers Service Seeding**
+   - `services/suppliers/scripts/demo/seed_demo_suppliers.py`
+   - Creates realistic Spanish suppliers with pre-defined UUIDs
+   - Includes supplier performance data and price lists
+   - No dependencies - runs first
+
+2. **Procurement Service Seeding**
+   - `services/procurement/scripts/demo/seed_demo_procurement_plans.py`
+   - `services/procurement/scripts/demo/seed_demo_purchase_orders.py`
+   - Creates procurement plans referencing existing suppliers
+   - Generates purchase orders from procurement plans
+   - Maintains proper data integrity and relationships
+
+#### Seeding Execution Order
+The master seeding script (`scripts/seed_all_demo_data.sh`) executes in the correct dependency order:
+
+1. Auth → Users with staff roles
+2. Tenant → Tenant members
+3. Inventory → Stock batches
+4. Orders → Customers
+5. Orders → Customer orders
+6. **Suppliers → Supplier data** *(NEW)*
+7. **Procurement → Procurement plans** *(NEW)*
+8. **Procurement → Purchase orders** *(NEW)*
+9. Production → Equipment
+10. Production → Production schedules
+11. Production → Quality templates
+12. Forecasting → Demand forecasts
+
+### Key Benefits of Re-architecture
+
+#### 1. Proper Data Dependencies
+- Suppliers exist before procurement plans reference them
+- Procurement plans exist before purchase orders are created
+- Eliminates circular dependencies and data integrity issues
+
+#### 2. Service Ownership Clarity
+- Each service owns its domain data
+- Clear separation of concerns
+- Independent scaling and maintenance
+
+#### 3. Enhanced Demo Experience
+- More realistic procurement workflows
+- Better supplier relationship modeling
+- Comprehensive procurement analytics
+
+#### 4. Improved Performance
+- Reduced inter-service dependencies during cloning
+- Optimized data structures for procurement operations
+- Better caching strategies for procurement data
+
+## Implementation Details
+
+### Procurement Plans
+The procurement service now generates intelligent procurement plans that:
+- Analyze demand from customer orders and production schedules
+- Consider inventory levels and safety stock requirements
+- Factor in supplier lead times and performance metrics
+- Optimize order quantities based on MOQs and pricing tiers
+- Generate requirements with proper timing and priorities
+
+### Purchase Orders
+Advanced PO management includes:
+- Automated approval workflows based on supplier trust scores
+- Smart supplier selection considering multiple factors
+- Quality control checkpoints and delivery tracking
+- Comprehensive reporting and analytics
+- Integration with inventory receiving processes
+
+### Supplier Management
+Enhanced supplier capabilities:
+- Detailed performance tracking and rating systems
+- Automated trust scoring based on historical performance
+- Quality assurance and compliance monitoring
+- Strategic supplier relationship management
+- Price list management and competitive analysis
+
+## Technical Implementation
+
+### Internal Demo APIs
+Both services expose internal demo APIs for session cloning:
+- `/internal/demo/clone` - Clones demo data for virtual tenants
+- `/internal/demo/clone/health` - Health check endpoint
+- `/internal/demo/tenant/{virtual_tenant_id}` - Cleanup endpoint
+
+### Demo Session Integration
+The demo session service orchestrator has been updated to:
+- Clone suppliers service data first
+- Clone procurement service data second
+- Maintain proper service dependencies
+- Handle cleanup in reverse order
+
+### Data Models
+All procurement-related data models have been migrated to the procurement service:
+- ProcurementPlan and ProcurementRequirement
+- PurchaseOrder and PurchaseOrderItem
+- SupplierInvoice and Delivery tracking
+- All related enums and supporting models
+
+## Testing and Validation
+
+### Successful Seeding
+The re-architected seeding system has been validated:
+- ✅ All demo scripts execute successfully
+- ✅ Data integrity maintained across services
+- ✅ Proper UUID generation and mapping
+- ✅ Realistic demo data generation
+
+### Session Cloning
+Demo session creation works correctly:
+- ✅ Virtual tenants created with proper data
+- ✅ Cross-service references maintained
+- ✅ Cleanup operations function properly
+- ✅ Performance optimizations applied
+
+## Future Enhancements
+
+### AI-Powered Procurement
+Planned enhancements include:
+- Machine learning for demand forecasting
+- Predictive supplier performance analysis
+- Automated negotiation support
+- Risk assessment and mitigation
+- Sustainability and ethical sourcing
+
+### Advanced Analytics
+Upcoming analytical capabilities:
+- Procurement performance dashboards
+- Supplier relationship analytics
+- Cost optimization recommendations
+- Market trend analysis
+- Compliance and audit reporting
+
+## Conclusion
+
+The Smart Procurement implementation represents a significant advancement in the Bakery IA platform's capabilities. By properly separating concerns between supplier management and procurement operations, the system provides:
+
+1. **Better Architecture**: Clean service boundaries with proper ownership
+2. **Improved Data Quality**: Elimination of circular dependencies and data integrity issues
+3. **Enhanced User Experience**: More realistic and comprehensive procurement workflows
+4. **Scalability**: Independent scaling of supplier and procurement services
+5. **Maintainability**: Clear separation makes future enhancements easier
+
+The re-architected demo seeding system ensures that new users can experience the full power of the procurement capabilities with realistic, interconnected data that demonstrates the value proposition effectively.