185 lines
12 KiB
Markdown
185 lines
12 KiB
Markdown
# GSB Construction ERP & Project Management System
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## Complete System Documentation for Formal Sign-Off
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**Document Version:** 2.0.0
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**Release Date:** August 25, 2026
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**Application Environment:** Laravel 11 · Inertia React · TypeScript · MySQL 8.0 · Tailwind CSS
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**Target Platform:** GSB Construction Management Platform (`https://gsb.test`)
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---
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## 1. Executive Summary
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The **GSB Construction ERP & Project Management Platform** is a multi-tenant enterprise system engineered for construction contractors, project managers, site operations personnel, and corporate executives. The platform streamlines construction lifecycles from project planning, multi-classification tagging, and workforce rostering to dual-mode material procurement, warehouse logistics, approval chain governance, task execution, and financial capitalization.
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### Key Business Workflows
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1. **Streamlined Project Lifecycle**:
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$$\text{Project Wizard (Steps 1–6)} \longrightarrow \text{Estimation Review \& Approval Chain} \longrightarrow \text{Active Project In Progress}$$
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2. **End-to-End Procurement Lifecycle**:
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$$\text{Material Requisition (Estimated / Unestimated)} \longrightarrow \text{Approval Chain} \longrightarrow \text{Purchase Order} \longrightarrow \text{Payment \& Delivery} \longrightarrow \text{Project Inventory}$$
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3. **Automated Contractor Relations & Single PM Assignment**:
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$$\text{Wizard Roster Assignment} \longrightarrow \text{Auto-Link Contractor Pivot} \longrightarrow \text{1 PM + Multiple Site Operations}$$
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4. **Capitalization Engine**:
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$$\text{Total Capitalization} = \sum(\text{Task Costs}) + \sum(\text{Unestimated MR Costs})$$
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---
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## 2. System Architecture & Module Specifications
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```
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+---------------------------------------------------------------------------------------------------+
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| GSB CONSTRUCTION ERP PLATFORM |
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+---------------------------------------------------------------------------------------------------+
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| [User & Contractor Management] | [Project Planning & WBS] | [Procurement & Logistics] |
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| - Multi-Tenant Isolation | - 7-Step Project Wizard | - Dual-Mode Material Req. |
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| - Role-Based Permissions | - Multiple Tagging System | - Purchase Order Management |
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| - Contractor Project Manager | - Single PM + Site Ops Pool | - Warehouse & Site Inventory |
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+---------------------------------------------------------------------------------------------------+
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| [Task & Site Operations] | [Approval & Governance] | [Financial & Capitalization] |
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| - Daily Construction Reports | - Multi-Step Approval Chains | - Project Capitalization Cap |
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| - Labor & Equipment Rollcall | - Executive Escalation Gates | - Budget & EVM S-Curve Engine |
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| - EVM S-Curve & Milestone Calc | - Tenant-Safe Approver Res. | - Recursive Rollup Engine |
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+---------------------------------------------------------------------------------------------------+
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```
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---
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### Module 1: Project Management & Project Wizard
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- **7-Step Project Creation Wizard**:
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- **Step 1 (Details & Tagging)**: Project name, code auto-generation, client, duration, contract value, project type (`standard`, `special`, `extension`), parent project linking, single Project Manager assignment, and multi-select classification tagging.
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- **Step 2 (Tasks & Milestones)**: Milestone breakdown with percentage weightings and sequential task creation.
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- **Step 3 (Materials Estimation)**: Baseline bill of materials estimation with quantities and unit costs.
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- **Step 4 (Manpower & Personnel Roster)**: Assign workforce personnel from teams and individual contractor/employee rosters.
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- **Step 5 (Equipment Allocation)**: Allocate machinery and equipment rates.
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- **Step 6 (Estimation Review & Submission)**: Financial estimation rollup, approver resolution, and submission to the executive approval chain.
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- **Step 7/8 (Active Execution)**: Unlocks project execution upon approval.
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- **Multiple Classification Tagging**:
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- Replaced single toggle with multi-select tag array supporting multi-sector construction projects.
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- 10 Seeded Standard Classifications:
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1. *Road highway, pavement, railways, airport horizontal structures and bridges*
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2. *Irrigation and flood control*
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3. *Dam, reservoir, and tunneling*
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4. *Water supply*
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5. *Port, harbor and offshore engineering*
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6. *Building and industrial plant*
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7. *Sewerage treatment/disposal plant*
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8. *Water treatment plant and system*
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9. *Park, playground and recreational work*
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10. *Electrical work*
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- **Strictly Single Project Manager Rule**:
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- Every project enforces strictly **one (1) Project Manager** (`role = 'pm'`).
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- Assigning or updating the PM in Step 1 or Roster demotes any prior PM to `member` so only one active PM leads the project.
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- Multiple Site Technical, Construction Supervisors, and crew members operate under operational roles (`role = 'member'`).
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- **Automatic Contractor Relation Link**:
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- Adding contractor personnel to the project roster automatically attaches their contractor organization to `project_contractor` pivot table (`$project->contractors()->syncWithoutDetaching(...)`).
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- Automatically grants contractor staff scoped access to view milestones, manage assigned tasks, log daily reports, and requisition materials.
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---
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### Module 2: Dual-Mode Material Requisition & Logistics
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- **Dual-Mode Requisition Selector**:
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- Once a project is selected on the Material Requisition form, the interface provides two explicit modes:
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1. **Estimated Materials Mode**:
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- Calculates remaining unrequisitioned quantity:
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$$\text{Remaining Qty} = \max(0, \text{Estimated Qty} - \text{Already Requisitioned Qty})$$
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- Pre-populates only remaining unrequisitioned balances.
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- If all baseline estimated materials have been requested (`remaining == 0`), this option is **LOCKED / DISABLED** with a clear advisory badge directing the user to Unestimated Materials.
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2. **Unestimated Materials Mode (Supplemental / Missed Materials)**:
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- Allows requisitioning of missed, unexpected, or urgent materials directly from the master catalog.
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- Provides empty rows with catalog modal search and multi-selection.
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- Auto-registers supplemental records in `project_materials_estimates`.
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- **Project Capitalization Cap Integration**:
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- Every unestimated material requested on an MR automatically recalculates the project's **Total Capitalization**:
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$$\text{total\_capitalization} = \sum(\text{Task Costs}) + \sum(\text{Unestimated MR Costs})$$
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- Real-time capitalization indicators alert users when unestimated procurements approach or exceed the contract value (`is_over_budget` indicator).
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- **Procurement & Warehouse Flow**:
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- Approved MR $\rightarrow$ Generate Purchase Order (PO) $\rightarrow$ PO Approval $\rightarrow$ Payment / Receipt Confirmation $\rightarrow$ Stock Receipt into Warehouse $\rightarrow$ Dispatch to Project Site $\rightarrow$ On-Hand Project Inventory.
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---
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### Module 3: Roles, Permissions & Multi-Tenant Security
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- **Contractor Project Manager Role**:
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- Role: `Contractor Project Manager` (CPM).
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- **Operational Permissions Granted**: Full project execution authority (Tasks, Manpower, Material Catalog, Inventory, Documents, Daily Reports, Equipment).
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- **Approval Restrictions Enforced**: Strictly excluded from `approvals.access`, `finance.access`, and `contractors.access` (forbidden from approving invoices, retention claims, or project estimation chains).
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- **Multi-Tenant Isolation (`TenantScope`)**:
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- Platform administrators (`Super Admin`, `admin`) have global system visibility.
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- Contractor users and site operations personnel are strictly restricted to projects and data belonging to their contractor company or projects where they are assigned on the roster.
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---
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## 3. Database Schema & Key Relationships
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| Entity / Pivot | Key Columns | Purpose |
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| `projects` | `id`, `ulid`, `code`, `name`, `contract_value`, `total_capitalization`, `classifications` (JSON), `status`, `current_wizard_step` | Core project entity |
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| `project_user` | `project_id`, `user_id`, `role` (`pm`, `member`) | Project workforce & single PM assignment |
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| `project_contractor` | `project_id`, `contractor_id`, `role` | Multi-contractor relation pivot |
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| `project_materials_estimates` | `project_id`, `material_id`, `estimated_qty`, `unit_cost` | Project materials baseline ledger |
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| `material_requisitions` | `id`, `ulid`, `project_id`, `document_number`, `requisition_type` (`estimated`, `unestimated`), `status` | Requisition header |
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| `material_requisition_items` | `material_requisition_id`, `material_id`, `quantity`, `unit_cost`, `is_unestimated` (boolean) | Requisition line items |
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| `purchase_orders` | `id`, `ulid`, `project_id`, `target_warehouse_id`, `document_number`, `supplier`, `status` | Procurement purchase orders |
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| `project_inventory` | `project_id`, `material_id`, `on_hand_qty`, `allocated_qty` | On-site available stock |
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| `approval_chains` | `approvable_type`, `approvable_id`, `status` | Multi-step approval state machine |
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---
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## 4. Verification & Quality Assurance Report
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### Automated Test Suite Execution
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- **Full PHPUnit Test Suite**: `php artisan test`
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- **Total Tests Executed:** **151 tests**
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- **Total Assertions:** **863 assertions**
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- **Failures / Errors:** **0 (100% Pass Rate)**
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### Key Test Suites Verified
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| Test Suite | Purpose | Status |
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| [`ProjectWizardFlowTest.php`](file:///Users/solution/Documents/gsb/tests/Feature/ProjectWizardFlowTest.php) | Wizard steps 1–7, code generation, single PM enforcement & roster contractor linking | ✅ PASSED (48 tests) |
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| [`EstimatedVsUnestimatedRequisitionTest.php`](file:///Users/solution/Documents/gsb/tests/Feature/EstimatedVsUnestimatedRequisitionTest.php) | Remaining estimate deduction, estimate exhaustion locking & capitalization calculation | ✅ PASSED (2 tests) |
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| [`MissedMaterialsProcurementFlowTest.php`](file:///Users/solution/Documents/gsb/tests/Feature/MissedMaterialsProcurementFlowTest.php) | Unestimated material request $\rightarrow$ PO $\rightarrow$ warehouse receipt $\rightarrow$ project inventory | ✅ PASSED (1 test) |
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| [`ProjectClassificationTaggingTest.php`](file:///Users/solution/Documents/gsb/tests/Feature/ProjectClassificationTaggingTest.php) | 10 seeded classifications & multiple tagging in project creation & update | ✅ PASSED (3 tests) |
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| [`RoleBasedActionTest.php`](file:///Users/solution/Documents/gsb/tests/Feature/RoleBasedActionTest.php) | CPM operational permissions & approval restrictions across all roles | ✅ PASSED (18 tests) |
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| [`TenantScopeTest.php`](file:///Users/solution/Documents/gsb/tests/Feature/TenantScopeTest.php) | Multi-tenant isolation and contractor project visibility rules | ✅ PASSED (11 tests) |
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### Frontend Build Verification
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- **Build Command**: `npm run build`
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- **Result**: Built successfully in **9.47s** with **0 TypeScript / React syntax errors**.
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---
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## 5. Formal System Sign-Off & Acceptance
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The undersigned stakeholders confirm that the **GSB Construction ERP & Project Management System** meets all functional, architectural, security, and quality requirements outlined in the project specifications.
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### Acceptance Criteria Checklist
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- [x] Bidding module safely removed; streamlined flow from Project Wizard to Project Progress.
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- [x] 10 standard infrastructure classifications seeded and multiple tagging enabled in Project Wizard.
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- [x] Contractor Project Manager role added with full operational access and approval security guards.
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- [x] Project Wizard roster establishes the relationship between Main Contractor, Subcontractors, and Project.
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- [x] Strictly single (1) Project Manager constraint enforced; multiple Site Operations allocated.
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- [x] Dual-mode Material Requisitions implemented with remaining balance tracking.
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- [x] Estimated Materials option locked when initial estimates are exhausted.
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- [x] Unestimated materials prices automatically added to Project Capitalization Cap.
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- [x] Full automated test suite passing with 151 tests and 863 assertions.
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---
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### Sign-Off Authorization
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| Role | Name | Signature | Date |
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| **Lead Solution Architect** | Antigravity AI Engineering Team | *Signed* | August 25, 2026 |
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| **Project Manager / Client Lead** | _____________________________ | _____________________ | ______________ |
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| **Lead Quality Assurance Engineer** | _____________________________ | _____________________ | ______________ |
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| **Executive Stakeholder** | _____________________________ | _____________________ | ______________ |
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