# Project Status & Next Steps

## ✅ Recently Completed

### Inventory Reconciliation (Complete)
- ✅ Created reconciliation service with discrepancy detection
- ✅ Auto-reconciliation functionality (syncs quantity to UID count)
- ✅ API endpoints for reporting and reconciliation
- ✅ Full frontend UI with dashboard and reporting
- ✅ Detailed documentation and usage guide

### Payment System Fixes
- ✅ Fixed payment validation errors (MOBILE_MONEY provider support)
- ✅ Improved phone number validation (accepts Kenyan formats)
- ✅ Added STK Push error handling and user feedback
- ✅ Fixed modal closing logic when STK Push fails
- ✅ Added comprehensive M-Pesa setup documentation

### Discount System
- ✅ Fixed discount creation/update validation issues
- ✅ Improved discount rule matching logic
- ✅ Fixed "Discount does not apply" errors
- ✅ Added support for discounts without rules

### Product & Category Management
- ✅ Fixed category selection in product forms
- ✅ Added category assignment support
- ✅ Improved variant management UI
- ✅ Fixed category API responses

### KRA eTIMS Integration (Improved)
- ✅ Enhanced KRA client with better error handling
- ✅ Added token caching and expiration handling
- ✅ Implemented retry logic with exponential backoff
- ✅ Added request/response logging interceptors
- ✅ Added receipt data validation
- ✅ Improved error messages with context
- ✅ Comprehensive setup documentation
- ⚠️ Actual API calls still need KRA credentials and documentation

### Inventory System
- ✅ Fixed inventory discrepancy calculation
- ✅ Improved stock checking logic (quantity-based as primary source)
- ✅ Inventory reconciliation tool available to fix discrepancies

## 🔍 Current Issues

### 1. Inventory Quantity Discrepancies (RESOLVED)
**Status:** ✅ Tool available to fix
**Issue:** `quantity_based` and `uid_based` counts don't always match
**Solution:** Use inventory reconciliation tool at `/inventory/reconciliation`
**Priority:** Low (tool available to fix when needed)

### 2. M-Pesa Configuration Required
**Status:** Implementation complete, needs credentials
**Issue:** M-Pesa STK Push not configured
**Impact:** Mobile money payments require manual confirmation
**Priority:** High (if mobile payments are needed)
**Next Step:** Follow `server/MPESA_SETUP.md` to configure credentials

### 3. KRA eTIMS Integration (Placeholders)
**Status:** Structure ready, needs actual API implementation
**Issue:** KRA client has TODO markers for actual API calls
**Impact:** Fiscal receipts may not sync with KRA
**Priority:** High (if KRA compliance is required)
**Next Step:** Implement actual KRA eTIMS API calls based on official docs

## 📋 Recommended Next Steps

### Option A: Fix Inventory Discrepancies (Recommended)
**Why:** Clean up warnings, ensure data consistency
**Tasks:**
1. Investigate root cause of quantity vs UID mismatches
2. Create data sync/repair script if needed
3. Add validation to prevent future discrepancies
4. Update inventory reconciliation process

### Option B: Complete KRA eTIMS Integration
**Why:** Legal compliance for fiscal receipts
**Tasks:**
1. Get KRA eTIMS API credentials
2. Implement actual authentication flow
3. Implement fiscal receipt submission
4. Add error handling and retry logic
5. Test with KRA sandbox

### Option C: Configure M-Pesa for Production
**Why:** Enable mobile money payments
**Tasks:**
1. Get Safaricom Daraja API credentials
2. Configure environment variables
3. Set up callback URL (ngrok for dev, HTTPS for prod)
4. Test STK Push in sandbox
5. Deploy to production

### Option D: Add Missing Enterprise Features
**Why:** Improve system capabilities
**Priority Features:**
1. **Shift Management** - Cashier shift tracking, opening/closing counts
2. **Tax Configuration** - Multiple tax types, exemptions
3. **Product Images** - Add product image support
4. **Multi-Location** - If multiple stores/warehouses needed

### Option E: Testing & Quality Assurance
**Why:** Ensure everything works end-to-end
**Tasks:**
1. End-to-end testing of sales flow
2. Payment flow testing (all methods)
3. Inventory management testing
4. Discount application testing
5. Error scenario testing

## 🎯 Immediate Priority Recommendation

**I recommend Option A + Option C:**

1. **First:** Fix inventory discrepancies (30-60 min)
   - Investigate data issues
   - Clean up warnings
   - Ensure data integrity

2. **Second:** Configure M-Pesa (if mobile payments needed)
   - Follow setup guide
   - Test in sandbox
   - Ready for production

This ensures:
- ✅ Clean logs (no warnings)
- ✅ Mobile payments working
- ✅ Ready for production use

## 📊 System Health

### ✅ Working Well
- Sales creation and processing
- Payment processing (cash, card, mobile money structure)
- Product management
- Category management
- Discount system
- Inventory tracking (with warnings)

### ⚠️ Needs Attention
- Inventory quantity discrepancies (warnings)
- M-Pesa credentials (needs configuration)
- KRA integration (placeholders only)

### 🔄 Ready for Enhancement
- Shift management
- Tax configuration
- Product images
- Multi-location support

## 🚀 Production Readiness Checklist

- [ ] Fix inventory discrepancies
- [ ] Configure M-Pesa credentials
- [ ] Complete KRA eTIMS integration
- [ ] End-to-end testing
- [ ] Performance testing
- [ ] Security audit
- [ ] Backup strategy
- [ ] Monitoring setup
- [ ] Documentation review

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