TaskTracker.md

Task Tracker - Multi-Branch Showroom Management System

Sprint 0 - Project Bootstrap & Tooling ✅ COMPLETED

Foundation Setup

• Laravel 12+ project setup with PHP 8.3+
• Vue 3 + Inertia 2 + PrimeVue + Tailwind CSS integration
• Docker setup (nginx, php, mysql, node)
• Basic authentication with Laravel Breeze
• Email verification setup
• Basic routing structure (web.php, api.php, auth.php)
• Pest testing framework setup
• Basic CI/CD with GitHub Actions
• Code quality tools (Laravel Pint, ESLint, Prettier)

Core Infrastructure

• Generic CRUD traits (HasCrud, HasApiCrud)
• CrudConfig and CrudRouter utilities
• BaseModel with common functionality
• Generic CRUD Vue components
• Base service interface and trait
• API response wrapper
• Basic form request validation structure

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Sprint 1 - Branches, RBAC, User & Role Management

Database & Models

• Create branches migration (id, name, code, address, phone, is_active, timestamps)
• Create branch_user pivot migration (user_id, branch_id, role_id)
• Create Branch model with relationships
• Update User model to add phone, is_super_admin fields
• Add branch relationships to User model
• Create BelongsToBranch trait for global scoping
• Install and configure spatie/laravel-permission
• Create permission seeder (Super Admin, Branch Manager, Sales, Inventory, Accounts, Service)
• Create role seeder with default permissions

Middleware & Scoping

• Create BranchContext middleware
• Register BranchContext middleware in kernel
• Implement branch resolution logic in middleware
• Add global scope to BelongsToBranch trait
• Create branch switcher component for frontend
• Add branch context to all authenticated routes

Controllers & Policies

• Create BranchController with CRUD operations
• Create BranchPolicy (Super Admin only for CRUD)
• Create BranchStoreRequest and BranchUpdateRequest
• Update UserController to handle branch assignments
• Create UserBranchController for branch-user management
• Add branch scoping to existing controllers

Frontend Components

• Create Branch index page with DataTable
• Create Branch create/edit dialog
• Create Branch switcher in top navigation
• Update User management to show branch assignments
• Add branch filter to existing CRUD pages
• Create branch context store (Pinia)

Testing

• Create Branch model tests
• Create BranchController tests
• Create BranchPolicy tests
• Create BranchContext middleware tests
• Test branch scoping in existing controllers

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Sprint 2 - Master Data: Brands, Categories, Taxes, Units, Attributes & Variants, Products

Database & Models

• Create brands migration (id, name, description, logo, is_active, branch_id)
• Create categories migration (id, name, description, parent_id, is_active, branch_id)
• Create units migration (id, name, symbol, is_active, branch_id)
• Create taxes migration (id, name, rate, type, is_active, branch_id)
• Create attributes migration (id, name, type, is_active, branch_id)
• Create attribute_values migration (id, attribute_id, value, is_active)
• Update products migration to add branch_id, warranty_months, guarantee_months
• Update product_variants migration to add branch_id, cost_price, mrp
• Create Brand model with BelongsToBranch trait
• Create Category model with BelongsToBranch trait and tree relationships
• Create Unit model with BelongsToBranch trait
• Create Tax model with BelongsToBranch trait
• Create Attribute model with BelongsToBranch trait
• Create AttributeValue model
• Update Product model with new relationships and branch scoping
• Update ProductVariation model with branch scoping

Services & Business Logic

• Create ProductVariantGenerator service
• Create SKUGenerator service
• Create BarcodeGenerator service
• Create AttributeMatrixGenerator service
• Implement variant creation from attribute combinations
• Add uniqueness validation for SKU/barcode per branch

Controllers & Policies

• Create BrandController with branch scoping
• Create CategoryController with branch scoping and tree operations
• Create UnitController with branch scoping
• Create TaxController with branch scoping
• Create AttributeController with branch scoping
• Create AttributeValueController
• Update ProductController with variant generation
• Create ProductVariantController
• Create BrandPolicy, CategoryPolicy, etc.
• Create form requests for all entities

Frontend Components

• Create Brand index/create/edit pages
• Create Category index/create/edit pages with tree view
• Create Unit index/create/edit pages
• Create Tax index/create/edit pages
• Create Attribute index/create/edit pages
• Create AttributeValue management interface
• Update Product create/edit with variant matrix generator
• Create ProductVariant management interface
• Add image upload component (spatie/medialibrary)
• Create attribute selection component for products

Media Management

• Install and configure spatie/laravel-medialibrary
• Add media relationships to Product and Brand models
• Create media upload service
• Create image gallery component
• Implement image resizing and optimization

Testing

• Create Brand model and controller tests
• Create Category model and controller tests
• Create Unit, Tax, Attribute model tests
• Create ProductVariantGenerator service tests
• Create SKU/Barcode generator tests
• Test branch scoping for all catalog entities

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Sprint 3 - Inventory Core: Stock Ledger, Adjustments, Opening Balances, Alerts

Database & Models

• Create stock_ledger_entries migration (branch_id, product_variant_id, qty_change, unit_cost, ref_type, ref_id, remarks, occurred_at)
• Create stocks migration (branch_id, product_variant_id, qty) - materialized view
• Create stock_adjustments migration (id, branch_id, type, status, remarks, created_by, approved_by, approved_at)
• Create stock_adjustment_lines migration (adjustment_id, product_variant_id, qty_change, unit_cost, remarks)
• Create inventory_settings migration (branch_id, low_stock_threshold, overstock_threshold)
• Create StockLedgerEntry model
• Create Stock model (materialized)
• Create StockAdjustment model
• Create StockAdjustmentLine model
• Create InventorySetting model

Services & Business Logic

• Create StockLedger service (single source of truth)
• Implement stock movement methods (increase, decrease, transfer)
• Create stock recalculation service
• Create low stock detection service
• Create stock adjustment workflow service
• Implement stock validation rules
• Create stock history tracking

Controllers & Policies

• Create StockController for stock overview
• Create StockAdjustmentController
• Create StockLedgerController for history
• Create InventorySettingController
• Create StockPolicy
• Create StockAdjustmentPolicy
• Create form requests for adjustments

Frontend Components

• Create Stock overview page with filters
• Create Low stock alerts page
• Create Stock adjustment create/edit workflow
• Create Stock adjustment approval interface
• Create Stock history/ledger view
• Create Inventory settings page
• Add stock status indicators to product lists

Background Jobs & Events

• Create stock recalculation job
• Create low stock alert job
• Create stock adjustment approval workflow
• Implement stock movement events
• Create stock audit trail logging

Testing

• Create StockLedger service tests
• Create StockAdjustment workflow tests
• Create stock calculation tests
• Test stock movement validation
• Create inventory setting tests

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Sprint 4 - Suppliers & Purchasing (PO → GRN → Purchase Invoice → Payables)

Database & Models

• Create suppliers migration (id, name, code, contact_person, phone, email, address, terms, credit_limit, branch_id)
• Create purchase_orders migration (id, branch_id, supplier_id, po_number, status, order_date, expected_date, total_amount, created_by)
• Create purchase_order_lines migration (po_id, product_variant_id, qty, unit_cost, total_cost, received_qty)
• Create grns migration (id, branch_id, po_id, grn_number, status, received_date, total_amount, created_by)
• Create grn_lines migration (grn_id, product_variant_id, qty_received, unit_cost, total_cost, condition)
• Create purchase_invoices migration (id, branch_id, supplier_id, invoice_number, invoice_date, due_date, total_amount, paid_amount, status)
• Create purchase_invoice_lines migration (invoice_id, product_variant_id, qty, unit_cost, total_cost)
• Create purchase_returns migration (id, branch_id, supplier_id, return_number, return_date, reason, total_amount)
• Create purchase_return_lines migration (return_id, product_variant_id, qty, unit_cost, total_cost)
• Create expenses migration (id, branch_id, type, amount, description, allocated_to, created_by)
• Create Supplier model with BelongsToBranch trait
• Create PurchaseOrder model
• Create PurchaseOrderLine model
• Create GRN model
• Create GRNLine model
• Create PurchaseInvoice model
• Create PurchaseInvoiceLine model
• Create PurchaseReturn model
• Create PurchaseReturnLine model
• Create Expense model

Services & Business Logic

• Create PurchaseOrderService
• Create GRNService
• Create PurchaseInvoiceService
• Create PurchaseReturnService
• Create ExpenseService
• Implement PO → GRN → Invoice workflow
• Create landed cost allocation service
• Create payable tracking service
• Implement 2-way/3-way matching

Controllers & Policies

• Create SupplierController
• Create PurchaseOrderController
• Create GRNController
• Create PurchaseInvoiceController
• Create PurchaseReturnController
• Create ExpenseController
• Create SupplierPolicy
• Create PurchaseOrderPolicy
• Create form requests for all entities

Frontend Components

• Create Supplier index/create/edit pages
• Create Purchase Order create/edit workflow
• Create GRN create/edit interface
• Create Invoice matching interface
• Create Purchase Return interface
• Create Expense management interface
• Create payable tracking dashboard
• Add supplier selection components

Workflow Management

• Implement PO approval workflow
• Create GRN receiving workflow
• Implement invoice matching workflow
• Create return processing workflow
• Add workflow status tracking

Testing

• Create Supplier model and controller tests
• Create PurchaseOrder workflow tests
• Create GRN processing tests
• Create invoice matching tests
• Test payable calculations

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Sprint 5 - Customers (CRM), Pricing & POS (Cash/Credit/Partial), Invoicing

Database & Models

• Update customers migration (add credit_limit, default_terms, branch_id)
• Create sales migration (id, branch_id, customer_id, sale_number, sale_date, type, status, subtotal, tax_amount, discount_amount, total_amount, paid_amount, due_amount)
• Create sale_lines migration (sale_id, product_variant_id, qty, unit_price, discount_amount, tax_amount, total_amount)
• Create payments migration (id, payable_type, payable_id, amount, payment_method, payment_date, reference, branch_id)
• Create customer_ledgers migration (id, customer_id, transaction_type, transaction_id, debit_amount, credit_amount, balance, transaction_date)
• Update Customer model with branch scoping
• Create Sale model
• Create SaleLine model
• Create Payment model (polymorphic)
• Create CustomerLedger model

Services & Business Logic

• Create PosService (pricing/tax/discount/payments)
• Create CustomerService
• Create SaleService
• Create PaymentService
• Create CustomerLedgerService
• Implement dynamic pricing engine
• Create tax calculation service
• Create discount calculation service
• Implement partial payment handling
• Create invoice generation service

Controllers & Policies

• Create CustomerController with branch scoping
• Create SaleController
• Create PaymentController
• Create CustomerLedgerController
• Create PosController
• Create CustomerPolicy
• Create SalePolicy
• Create form requests for all entities

Frontend Components

• Create Customer index/create/edit pages
• Create POS interface (barcode entry, cart, payment)
• Create Sale create/edit workflow
• Create Payment processing interface
• Create Customer ledger view
• Create Invoice viewer/PDF generator
• Add customer search/selection components
• Create payment method selection

POS Features

• Implement barcode scanning
• Create cart management
• Add quick product search
• Implement hold/resume sale
• Create payment modal
• Add receipt printing

Testing

• Create Customer model and controller tests
• Create PosService tests
• Create Sale workflow tests
• Create Payment processing tests
• Test pricing calculations

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Sprint 6 - EMI (Installments): Plans, Schedules, Penalties, Receipts, Reminders

Database & Models

• Create emi_plans migration (id, name, tenor_months, interest_type, interest_rate, late_fee_type, late_fee_value, is_active, branch_id)
• Create emi_contracts migration (id, sale_id, plan_id, principal, down_payment, financed_amount, start_date, status, branch_id)
• Create emi_schedules migration (id, contract_id, installment_no, due_date, principal_due, interest_due, total_due, paid_at, penalty, branch_id)
• Create emi_receipts migration (id, schedule_id, amount, payment_method, payment_date, reference, branch_id)
• Create EmiPlan model
• Create EmiContract model
• Create EmiSchedule model
• Create EmiReceipt model

Services & Business Logic

• Create EmiScheduler service
• Create EmiPlanService
• Create EmiContractService
• Create EmiReceiptService
• Implement amortization calculation (flat/declining)
• Create penalty calculation service
• Create overdue detection service
• Implement receipt allocation logic

Controllers & Policies

• Create EmiPlanController
• Create EmiContractController
• Create EmiScheduleController
• Create EmiReceiptController
• Create EmiPlanPolicy
• Create EmiContractPolicy
• Create form requests for all entities

Frontend Components

• Create EmiPlan index/create/edit pages
• Create EmiContract management interface
• Create EmiSchedule view with payment interface
• Create EmiReceipt generation
• Add EMI option to POS
• Create EMI plan selection component
• Create schedule preview component

EMI Workflow

• Implement EMI sale creation
• Create schedule generation
• Implement payment processing
• Create receipt generation
• Add overdue tracking

Testing

• Create EmiScheduler service tests
• Create amortization calculation tests
• Create EmiContract workflow tests
• Create penalty calculation tests
• Test receipt allocation logic

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Sprint 7 - Returns, Exchanges & Refunds

Database & Models

• Create sales_returns migration (id, branch_id, sale_id, return_number, return_date, reason, status, total_amount, refund_amount)
• Create sales_return_lines migration (return_id, product_variant_id, qty, unit_price, total_amount, condition)
• Create exchanges migration (id, branch_id, original_sale_id, new_sale_id, exchange_date, price_difference, status)
• Create store_credits migration (id, branch_id, customer_id, amount, balance, expiry_date, created_by)
• Create SalesReturn model
• Create SalesReturnLine model
• Create Exchange model
• Create StoreCredit model

Services & Business Logic

• Create SalesReturnService
• Create ExchangeService
• Create StoreCreditService
• Implement return validation rules
• Create refund processing service
• Implement exchange price difference calculation
• Create store credit management

Controllers & Policies

• Create SalesReturnController
• Create ExchangeController
• Create StoreCreditController
• Create SalesReturnPolicy
• Create ExchangePolicy
• Create form requests for all entities

Frontend Components

• Create Sales Return interface
• Create Exchange processing interface
• Create Store Credit management
• Add return option to sale history
• Create refund processing interface
• Create exchange workflow

Return Workflow

• Implement return validation
• Create restocking process
• Implement refund options
• Create exchange workflow
• Add return reason tracking

Testing

• Create SalesReturn workflow tests
• Create Exchange processing tests
• Create refund calculation tests
• Test return validation rules

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Sprint 8 - Warranty/Guarantee & Service (RMA/Tickets)

Database & Models

• Create warranty_registrations migration (id, sale_id, product_variant_id, serial_no, warranty_start, warranty_end, guarantee_start, guarantee_end, branch_id)
• Create service_tickets migration (id, branch_id, customer_id, warranty_registration_id, ticket_number, issue_description, status, priority, assigned_to, created_date, resolved_date)
• Create service_actions migration (id, ticket_id, action_type, description, parts_used, cost, performed_by, performed_date)
• Create rma migration (id, branch_id, ticket_id, vendor_id, rma_number, status, created_date, resolved_date)
• Create WarrantyRegistration model
• Create ServiceTicket model
• Create ServiceAction model
• Create RMA model

Services & Business Logic

• Create WarrantyService
• Create ServiceTicketService
• Create ServiceActionService
• Create RMAService
• Implement warranty validation
• Create ticket workflow management
• Implement parts consumption tracking
• Create RMA processing workflow

Controllers & Policies

• Create WarrantyRegistrationController
• Create ServiceTicketController
• Create ServiceActionController
• Create RMAController
• Create WarrantyPolicy
• Create ServiceTicketPolicy
• Create form requests for all entities

Frontend Components

• Create Warranty registration interface
• Create Service ticket management
• Create Service action tracking
• Create RMA processing interface
• Add warranty lookup functionality
• Create technician dashboard
• Create job sheet printing

Service Workflow

• Implement ticket lifecycle
• Create parts tracking
• Implement RMA workflow
• Add warranty expiry notifications
• Create service reporting

Testing

• Create WarrantyService tests
• Create ServiceTicket workflow tests
• Create RMA processing tests
• Test warranty validation

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Sprint 9 - Notifications & Templates (Due/EMI/Warranty/Low Stock)

Database & Models

• Create notification_templates migration (id, code, name, subject, body, channels, is_active, branch_id)
• Create notification_jobs migration (id, template_id, recipient_type, recipient_id, payload, scheduled_at, status, sent_at, error_message)
• Create user_contact_channels migration (id, user_id, channel_type, channel_value, is_verified, is_active)
• Create NotificationTemplate model
• Create NotificationJob model
• Create UserContactChannel model

Services & Business Logic

• Create NotificationService
• Create NotificationTemplateService
• Create NotificationJobService
• Implement template rendering with placeholders
• Create channel abstractions (SMS, Email, WhatsApp)
• Create notification scheduling service
• Implement delivery tracking

Controllers & Policies

• Create NotificationTemplateController
• Create NotificationJobController
• Create UserContactChannelController
• Create NotificationTemplatePolicy
• Create form requests for all entities

Frontend Components

• Create Notification template management
• Create Notification job monitoring
• Create Contact channel management
• Create template preview interface
• Add notification center
• Create delivery status tracking

Notification Hooks

• Implement sales due reminders
• Create EMI upcoming/overdue notifications
• Add warranty expiry alerts
• Create low stock notifications
• Implement payment reminders

Testing

• Create NotificationService tests
• Create template rendering tests
• Create channel delivery tests
• Test notification scheduling

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Sprint 10 - Inter-Branch Transfers & Reservations

Database & Models

• Create stock_transfers migration (id, from_branch_id, to_branch_id, transfer_number, status, requested_date, shipped_date, received_date, total_amount)
• Create stock_transfer_lines migration (transfer_id, product_variant_id, qty_requested, qty_shipped, qty_received, unit_cost, total_cost)
• Create reservations migration (id, branch_id, product_variant_id, qty, ref_type, ref_id, expires_at, created_by)
• Create StockTransfer model
• Create StockTransferLine model
• Create Reservation model

Services & Business Logic

• Create StockTransferService
• Create ReservationService
• Implement transfer workflow (Request → Approve → Ship → Receive)
• Create reservation management
• Implement in-transit tracking
• Create transfer validation

Controllers & Policies

• Create StockTransferController
• Create ReservationController
• Create StockTransferPolicy
• Create ReservationPolicy
• Create form requests for all entities

Frontend Components

• Create Stock transfer request interface
• Create Transfer approval workflow
• Create Ship/receive interface
• Create Reservation management
• Add transfer tracking dashboard
• Create reservation monitoring

Transfer Workflow

• Implement request creation
• Create approval process
• Implement shipping workflow
• Create receiving process
• Add transfer balancing

Testing

• Create StockTransfer workflow tests
• Create Reservation management tests
• Test transfer validation
• Create in-transit tracking tests

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Sprint 11 - Accounting Lite: Ledgers, Cash/Bank, Receivables/Payables, P&L Snapshot

Database & Models

• Create accounts migration (id, code, name, type, parent_id, is_active, branch_id)
• Create journals migration (id, branch_id, journal_number, date, description, total_debit, total_credit, created_by)
• Create journal_lines migration (id, journal_id, account_id, debit_amount, credit_amount, description, reference_type, reference_id)
• Create Account model
• Create Journal model
• Create JournalLine model

Services & Business Logic

• Create JournalPoster service
• Create AccountService
• Create JournalService
• Implement posting rules for all transactions
• Create account balance calculation
• Implement trial balance generation
• Create P&L calculation service

Controllers & Policies

• Create AccountController
• Create JournalController
• Create AccountPolicy
• Create JournalPolicy
• Create form requests for all entities

Frontend Components

• Create Account management interface
• Create Journal entry interface
• Create Trial balance view
• Create P&L statement
• Create Cash/Bank book
• Create Receivables/Payables reports

Accounting Integration

• Implement automatic journal posting
• Create account reconciliation
• Implement period closing
• Create financial reporting

Testing

• Create JournalPoster service tests
• Create posting rules tests
• Create account balance tests
• Test P&L calculations

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Sprint 12 - Dashboards & Reporting

Services & Business Logic

• Create DashboardService
• Create ReportService
• Implement KPI calculations
• Create report data aggregation
• Implement caching for heavy reports
• Create report scheduling

Controllers & Policies

• Create DashboardController
• Create ReportController
• Create DashboardPolicy
• Create ReportPolicy

Frontend Components

• Create Super Admin dashboard
• Create Branch dashboard
• Create Sales reports
• Create Purchase reports
• Create Stock reports
• Create Customer reports
• Create Supplier reports
• Create EMI reports
• Create Service reports
• Add report filters and exports

Report Types

• Sales by date/branch/user/product/brand
• Purchase reports
• Stock movement/aging
• Low stock reports
• Profit by invoice/product
• Customer ledger
• Supplier ledger
• EMI status reports
• Warranty expiry reports
• Service turnaround reports

Testing

• Create DashboardService tests
• Create ReportService tests
• Test KPI calculations
• Test report data accuracy

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Sprint 13 - Data Import/Export, Audit, Backups

Database & Models

• Create imports migration (id, type, status, file_path, errors_json, created_by, branch_id)
• Create backups migration (id, type, file_path, size, status, created_by, branch_id)
• Create Import model
• Create Backup model

Services & Business Logic

• Create ImportService
• Create BackupService
• Implement CSV/XLSX importers
• Create chunked import processing
• Implement backup scheduling
• Create restore functionality

Controllers & Policies

• Create ImportController
• Create BackupController
• Create ImportPolicy
• Create BackupPolicy

Frontend Components

• Create Import wizard interface
• Create Import progress tracking
• Create Backup management interface
• Create Audit log browser
• Add import templates
• Create error reporting interface

Import Types

• Product import
• Customer import
• Supplier import
• Opening stock import
• Price import

Testing

• Create ImportService tests
• Create BackupService tests
• Test import validation
• Test backup/restore process

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Sprint 14 - Performance, Security Hardening, QA/UAT Stabilization

Performance Optimization

• Add database indexes on frequently queried columns
• Implement query optimization
• Add Redis caching for heavy operations
• Implement HTTP caching/ETags
• Add lazy loading for relationships
• Optimize N+1 queries

Security Hardening

• Implement rate limiting on API endpoints
• Add content security policy
• Implement input sanitization
• Add SQL injection protection
• Implement XSS protection
• Add CSRF protection

Quality Assurance

• Create comprehensive test suite
• Implement browser testing (Laravel Dusk)
• Add accessibility testing
• Create performance testing
• Implement security testing
• Add regression testing

Documentation

• Create API documentation
• Create user manuals
• Create admin guides
• Create developer documentation
• Create deployment guides

Testing

• Create performance tests
• Create security tests
• Create accessibility tests
• Test all critical user flows

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Sprint 15 - Deployment, Documentation, Handover

Deployment Setup

• Create production Docker configuration
• Set up environment-specific configs
• Implement migration pipelines
• Create deployment scripts
• Set up monitoring and alerting
• Configure backup strategies

Documentation

• Create runbooks
• Create admin manuals
• Create data dictionary
• Create API documentation
• Create troubleshooting guides

Monitoring & Alerting

• Set up health checks
• Configure queue monitoring
• Set up error rate monitoring
• Create performance monitoring
• Implement alerting rules

Handover

• Create user training materials
• Conduct user training sessions
• Create admin training
• Document maintenance procedures
• Create support procedures

Testing

• Create deployment tests
• Test monitoring systems
• Validate backup/restore
• Test alerting systems

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Summary

Total Tasks: ~400+ individual tasks Estimated Timeline: 15 sprints (30-45 weeks with 1-2 developers) Current Status: Sprint 0 completed, Sprint 1-2 in progress

Each task is designed to be completed in 1-2 hours and can be treated as a single PR. Tasks are organized by sprint and domain, making it easy to delegate to different developers based on their expertise areas.