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Description
SISTEMA DE GESTIÓN DE SOLICITUDES DE BODEGA EMPRESARIAL
OBJETIVO PRINCIPAL:
Desarrollar una aplicación web completa para gestionar solicitudes de materiales de bodega
con workflows de aprobación automática, notificaciones en tiempo real y reportes analíticos.
FUNCIONALIDADES ESPECÍFICAS REQUERIDAS:
-
MÓDULO DE SOLICITUDES
- Formulario intuitivo para empleados con:
- Dropdown de materiales disponibles con búsqueda
- Campo de cantidad con validación de stock
- Área de justificación obligatoria
- Selector de centro de costo
- Calendar picker para fecha requerida
- Validación automática de disponibilidad en tiempo real
- Sistema de archivos adjuntos para documentación
- Guardado de borradores automático
- Formulario intuitivo para empleados con:
-
WORKFLOW DE APROBACIONES JERÁRQUICAS
- Solicitudes menores a $1,000: Aprobación automática del sistema
- Solicitudes $1,000-$5,000: Requiere aprobación del supervisor directo
- Solicitudes mayores a $5,000: Requiere aprobación de supervisor, gerente y finanzas
- Sistema de notificaciones por email en cada cambio de estado
- Tiempos límite configurables (24h supervisores, 48h gerentes)
- Escalamiento automático si no hay respuesta en tiempo límite
- Comentarios obligatorios en caso de rechazo
-
GESTIÓN DE INVENTARIO INTEGRADA
- Catálogo de productos con fotos, descripciones y especificaciones
- Control de stock en tiempo real con alertas de bajo inventario
- Reserva automática de materiales para solicitudes aprobadas
- Historial completo de movimientos por producto
- Integración con sistema de compras existente vía API
- Códigos QR para identificación rápida de productos
-
SISTEMA DE NOTIFICACIONES INTELIGENTE
- Emails automáticos personalizados según el tipo de cambio
- Dashboard centralizado para supervisores con solicitudes pendientes
- Notificaciones push para aplicación móvil
- Reportes semanales automatizados de actividad por departamento
- Alertas proactivas de vencimientos y escalamientos
-
MÓDULO DE REPORTES Y ANALYTICS
- Dashboard ejecutivo con KPIs en tiempo real
- Reportes de solicitudes por empleado, departamento y periodo
- Análisis de tiempos promedio de aprobación por nivel
- Análisis de costos por centro de costo con comparativas
- Predicción de demanda basada en históricos usando IA
- Exportación a Excel/PDF con gráficos personalizables
ROLES Y PERMISOS ESPECÍFICOS:
- Empleado: Crear/editar solicitudes propias, ver estatus, descargar reportes personales
- Supervisor: Aprobar/rechazar solicitudes de su equipo, ver dashboard de equipo
- Gerente: Aprobar solicitudes de alto valor, acceso a reportes departamentales
- Finanzas: Revisar impacto presupuestal, generar reportes de costos
- Bodega: Gestionar inventario, confirmar entregas, actualizar stock
- Administrador: Configurar usuarios, roles, límites de aprobación, parámetros del sistema
REQUERIMIENTOS TÉCNICOS ESPECÍFICOS:
- Frontend: React.js con TypeScript, diseño responsive mobile-first
- Backend: Node.js con Express, arquitectura REST API
- Base de datos: PostgreSQL para datos transaccionales, Redis para cache
- Autenticación: Integración con Active Directory corporativo
- Email: Integración con servidor SMTP corporativo (Exchange)
- APIs: Endpoints REST documentados con Swagger/OpenAPI
- Seguridad: HTTPS obligatorio, encriptación de datos sensibles
- Performance: Tiempo de respuesta < 2 segundos, soporte 500 usuarios concurrentes
- Backup: Respaldo automático diario con RPO de 4 horas
- Monitoreo: Logs detallados de auditoría, métricas de performance
CRITERIOS DE ÉXITO ESPECÍFICOS:
- Reducción del 85% en tiempo de procesamiento de solicitudes
- Aumento del 95% en trazabilidad de solicitudes
- Satisfacción de usuario superior al 90% en encuestas
- Disponibilidad del sistema superior al 99.5%
- Integración exitosa con sistemas legacy sin downtime
- Tiempo de capacitación de usuarios nuevo inferior a 2 horas
CRONOGRAMA DETALLADO:
- Semana 1-2: Setup de infraestructura y autenticación
- Semana 3-4: Módulo de solicitudes básico
- Semana 5-6: Workflow de aprobaciones y notificaciones
- Semana 7-8: Integración con inventario y sistema de compras
- Semana 9-10: Módulo de reportes y analytics
- Semana 11-12: Testing, ajustes y deployment
Agent Context
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WORKFLOW DE APROBACIONES JERÁRQUICAS\n - Solicitudes menores a $1,000: Aprobación automática del sistema\n - Solicitudes $1,000-$5,000: Requiere aprobación del supervisor directo\n - Solicitudes mayores a $5,000: Requiere aprobación de supervisor, gerente y finanzas\n - Sistema de notificaciones por email en cada cambio de estado\n - Tiempos límite configurables (24h supervisores, 48h gerentes)\n - Escalamiento automático si no hay respuesta en tiempo límite\n - Comentarios obligatorios en caso de rechazo\n\n3. GESTIÓN DE INVENTARIO INTEGRADA\n - Catálogo de productos con fotos, descripciones y especificaciones\n - Control de stock en tiempo real con alertas de bajo inventario\n - Reserva automática de materiales para solicitudes aprobadas\n - Historial completo de movimientos por producto\n - Integración con sistema de compras existente vía API\n - Códigos QR para identificación rápida de productos\n\n4. SISTEMA DE NOTIFICACIONES INTELIGENTE\n - Emails automáticos personalizados según el tipo de cambio\n - Dashboard centralizado para supervisores con solicitudes pendientes\n - Notificaciones push para aplicación móvil\n - Reportes semanales automatizados de actividad por departamento\n - Alertas proactivas de vencimientos y escalamientos\n\n5. MÓDULO DE REPORTES Y ANALYTICS\n - Dashboard ejecutivo con KPIs en tiempo real\n - Reportes de solicitudes por empleado, departamento y periodo\n - Análisis de tiempos promedio de aprobación por nivel\n - Análisis de costos por centro de costo con comparativas\n - Predicción de demanda basada en históricos usando IA\n - Exportación a Excel/PDF con gráficos personalizables\n\nROLES Y PERMISOS ESPECÍFICOS:\n- Empleado: Crear/editar solicitudes propias, ver estatus, descargar reportes personales\n- Supervisor: Aprobar/rechazar solicitudes de su equipo, ver dashboard de equipo\n- Gerente: Aprobar solicitudes de alto valor, acceso a reportes departamentales\n- Finanzas: Revisar impacto presupuestal, generar reportes de costos\n- Bodega: Gestionar inventario, confirmar entregas, actualizar stock\n- Administrador: Configurar usuarios, roles, límites de aprobación, parámetros del sistema\n\nREQUERIMIENTOS TÉCNICOS ESPECÍFICOS:\n- Frontend: React.js con TypeScript, diseño responsive mobile-first\n- Backend: Node.js con Express, arquitectura REST API\n- Base de datos: PostgreSQL para datos transaccionales, Redis para cache\n- Autenticación: Integración con Active Directory corporativo\n- Email: Integración con servidor SMTP corporativo (Exchange)\n- APIs: Endpoints REST documentados con Swagger/OpenAPI\n- Seguridad: HTTPS obligatorio, encriptación de datos sensibles\n- Performance: Tiempo de respuesta < 2 segundos, soporte 500 usuarios concurrentes\n- Backup: Respaldo automático diario con RPO de 4 horas\n- Monitoreo: Logs detallados de auditoría, métricas de performance\n\nCRITERIOS DE ÉXITO ESPECÍFICOS:\n- Reducción del 85% en tiempo de procesamiento de solicitudes\n- Aumento del 95% en trazabilidad de solicitudes\n- Satisfacción de usuario superior al 90% en encuestas\n- Disponibilidad del sistema superior al 99.5%\n- Integración exitosa con sistemas legacy sin downtime\n- Tiempo de capacitación de usuarios nuevo inferior a 2 horas\n\nCRONOGRAMA DETALLADO:\n- Semana 1-2: Setup de infraestructura y autenticación\n- Semana 3-4: Módulo de solicitudes básico\n- Semana 5-6: Workflow de aprobaciones y notificaciones\n- Semana 7-8: Integración con inventario y sistema de compras\n- Semana 9-10: Módulo de reportes y analytics\n- Semana 11-12: Testing, ajustes y deployment", "title": "Develop complete Warehouse Request Management System with React/TypeScript frontend, Node.js/Express backend, PostgreSQL database, and comprehensive approval workflows", "createdAt": 1756313456049, "completed": false, "planRevisions": [ { "revisionIndex": 0, "plans": [ { "index": 0, "plan": "**Initialize project structure and setup development environment** - 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Initialize React application in `frontend/` using Vite with TypeScript template, install and configure Material-UI or Ant Design component library, setup React Router for navigation, implement React Query for data fetching and caching, configure React Hook Form for form management, setup Zustand or Redux Toolkit for state management, and create responsive mobile-first layout structure", "completed": false }, { "index": 5, "plan": "**Implement core request creation module with dynamic forms** - Create request form component in `frontend/src/components/RequestForm.tsx` with material dropdown with search functionality, real-time stock validation, quantity input with stock checking, cost center selector, date picker for required date, file upload component for attachments, auto-save draft functionality using local storage and periodic API calls, and form validation using Yup or Zod schemas", "completed": false }, { "index": 6, "plan": "**Build approval workflow engine with multi-tier logic** - Implement workflow engine in `backend/src/services/approvalWorkflow.ts` with dynamic routing based on amount thresholds (<$1,000 auto-approval, $1,000-$5,000 supervisor approval, >$5,000 multi-level approval), create approval endpoints for submit, approve, and reject actions, implement timeout handling with configurable limits (24h supervisors, 48h managers), setup auto-escalation logic, and create approval history tracking", "completed": false }, { "index": 7, "plan": "**Develop comprehensive notification system** - Create email service in `backend/src/services/emailService.ts` with Exchange/SMTP integration, implement email templates for different notification types (submission, approval, rejection, escalation), setup WebSocket server for real-time notifications, create notification endpoints and database tables, implement push notification support for mobile, and create notification preferences management", "completed": false }, { "index": 8, "plan": "**Build product catalog and inventory management system** - Create product management components in `frontend/src/components/ProductCatalog.tsx`, implement CRUD operations for products with images, descriptions, and specifications, create QR code generation and scanning functionality, implement real-time stock tracking with low stock alerts, create inventory movement logging, setup automatic reservation system for approved requests, and implement integration endpoints for external purchasing API", "completed": false }, { "index": 9, "plan": "**Implement role-based dashboards and user interfaces** - Create dashboard components for each role in `frontend/src/components/dashboards/`, implement employee dashboard with personal request tracking, supervisor dashboard with team approval queue, manager dashboard with departmental overview, finance dashboard with budget tracking, warehouse dashboard with inventory management, admin dashboard with system configuration, and implement responsive design for mobile access", "completed": false }, { "index": 10, "plan": "**Develop comprehensive reporting and analytics module** - Create report service in `backend/src/services/reportService.ts` with configurable report generation, implement executive dashboard with real-time KPIs, create request analytics by employee, department, and time period, implement approval time analysis, cost analysis by cost center, demand forecasting using historical data, export functionality to Excel/PDF formats, and scheduled report delivery system", "completed": false }, { "index": 11, "plan": "**Setup production deployment configuration** - Create Docker configurations in `Dockerfile` and `docker-compose.yml` for both frontend and backend, implement environment-specific configuration files, setup CI/CD pipeline configuration in `tmp-workflows/` directory (user will need to move to `.github/workflows/`), configure production database with backup strategies, implement monitoring and logging with structured logs, setup HTTPS configuration, and create deployment scripts for production environment", "completed": false } ], "createdAt": 1756313456049, "createdBy": "agent" } ], "activeRevisionIndex": 0 } ], "activeTaskIndex": 0 } [ "**Initialize project structure and setup development environment** - Create monorepo with `frontend/` and `backend/` directories, initialize package.json files with required dependencies (React 18+, TypeScript 5+, Node.js 18+, Express 4+, PostgreSQL 15+, Redis 7+), configure TypeScript configs for both frontend and backend, setup ESLint and Prettier configurations, and create basic folder structure with src/, public/, and config/ directories", "**Setup backend infrastructure with Express.js and TypeScript** - Create Express server in `backend/src/server.ts` with TypeScript configuration, implement CORS middleware, body parsing, and error handling, setup PostgreSQL connection using pg library with connection pooling, configure Redis client for caching, implement JWT authentication middleware, and create basic route structure for /api/auth, /api/requests, /api/products, /api/users, and /api/reports endpoints", "**Design and implement database schema with migrations** - Create PostgreSQL database schema with tables for users (with role-based permissions), departments, products, requests, request_items, approvals, categories, inventory_movements, and audit_logs, implement database migrations using node-pg-migrate or similar, create seed data for initial setup including admin user, sample departments, and product categories, and setup database indexes for performance optimization", "**Implement authentication system with Active Directory integration** - Create authentication middleware in `backend/src/middleware/auth.ts` using JWT tokens, implement Active Directory integration using ldapjs or similar library, create login/logout endpoints with proper session management, implement role-based access control (RBAC) middleware for 6 roles (employee, supervisor, manager, finance, warehouse, admin), and setup password hashing and security measures", "**Setup React frontend with TypeScript and component library** - Initialize React application in `frontend/` using Vite with TypeScript template, install and configure Material-UI or Ant Design component library, setup React Router for navigation, implement React Query for data fetching and caching, configure React Hook Form for form management, setup Zustand or Redux Toolkit for state management, and create responsive mobile-first layout structure", "**Implement core request creation module with dynamic forms** - Create request form component in `frontend/src/components/RequestForm.tsx` with material dropdown with search functionality, real-time stock validation, quantity input with stock checking, cost center selector, date picker for required date, file upload component for attachments, auto-save draft functionality using local storage and periodic API calls, and form validation using Yup or Zod schemas", "**Build approval workflow engine with multi-tier logic** - Implement workflow engine in `backend/src/services/approvalWorkflow.ts` with dynamic routing based on amount thresholds (<$1,000 auto-approval, $1,000-$5,000 supervisor approval, >$5,000 multi-level approval), create approval endpoints for submit, approve, and reject actions, implement timeout handling with configurable limits (24h supervisors, 48h managers), setup auto-escalation logic, and create approval history tracking", "**Develop comprehensive notification system** - Create email service in `backend/src/services/emailService.ts` with Exchange/SMTP integration, implement email templates for different notification types (submission, approval, rejection, escalation), setup WebSocket server for real-time notifications, create notification endpoints and database tables, implement push notification support for mobile, and create notification preferences management", "**Build product catalog and inventory management system** - Create product management components in `frontend/src/components/ProductCatalog.tsx`, implement CRUD operations for products with images, descriptions, and specifications, create QR code generation and scanning functionality, implement real-time stock tracking with low stock alerts, create inventory movement logging, setup automatic reservation system for approved requests, and implement integration endpoints for external purchasing API", "**Implement role-based dashboards and user interfaces** - Create dashboard components for each role in `frontend/src/components/dashboards/`, implement employee dashboard with personal request tracking, supervisor dashboard with team approval queue, manager dashboard with departmental overview, finance dashboard with budget tracking, warehouse dashboard with inventory management, admin dashboard with system configuration, and implement responsive design for mobile access", "**Develop comprehensive reporting and analytics module** - Create report service in `backend/src/services/reportService.ts` with configurable report generation, implement executive dashboard with real-time KPIs, create request analytics by employee, department, and time period, implement approval time analysis, cost analysis by cost center, demand forecasting using historical data, export functionality to Excel/PDF formats, and scheduled report delivery system", "**Setup production deployment configuration** - Create Docker configurations in `Dockerfile` and `docker-compose.yml` for both frontend and backend, implement environment-specific configuration files, setup CI/CD pipeline configuration in `tmp-workflows/` directory (user will need to move to `.github/workflows/`), configure production database with backup strategies, implement monitoring and logging with structured logs, setup HTTPS configuration, and create deployment scripts for production environment" ]Metadata
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