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PBS Planning - Progress Summary

Last Updated: November 19, 2025 Phase: Planning & Specification Status: ✅ MVP specification complete

📊 Current Status​

Planning Phase: ✅ Complete Development Phase: Not started Schema: 27 tables, 1,300+ lines Documentation: ~6,000+ lines

View detailed changelog →

✅ What's Complete​

Database & Architecture​

  • ✅ Complete database schema (27 tables)
  • ✅ Multi-company crew support architecture
  • ✅ Dual role support (admin + crew linking)
  • ✅ Equipment tracking system
  • ✅ Multi-currency support
  • ✅ Communication audit trail
  • ✅ Polymorphic document storage

Documentation​

  • ✅ Complete UI specifications (30 views)
  • ✅ 16 user case workflows documented
  • ✅ All MVP decisions documented (60+ Q&A pairs)
  • ✅ Post-MVP features identified
  • ✅ API requirements mapped
  • ✅ Open questions for stakeholders documented

Planning Deliverables​

  • ✅ Database schema design
  • ✅ UI specifications for all views
  • ✅ User workflow documentation
  • ✅ Feature prioritization (MVP vs Post-MVP)
  • ✅ API requirements mapping
  • ✅ Technology stack recommendations
  • ✅ Implementation roadmap

📁 Documentation Inventory​

Core Specification​

  1. schema.dbml - 27 tables, 1,300+ lines - Complete database schema
  2. docs/overview.md - Project overview and principles
  3. docs/views.md - 30 complete UI specifications
  4. docs/database/schema.md - Complete database documentation with 15 design decisions
  5. docs/database/entities-reference.md - Non-technical entity guide

User Cases​

  1. docs/user-cases/00-personas.md - All 5 personas
  2. docs/user-cases/01-admin-project-management.md (UC-01 to UC-03)
  3. docs/user-cases/02-admin-staffing.md (UC-04 to UC-06)
  4. docs/user-cases/03-admin-operations.md (UC-07 to UC-10)
  5. docs/user-cases/04-staff-workflows.md (UC-11 to UC-16)

Reference​

  1. docs/reference/changelog.md - Complete change history (use this for version tracking!)
  2. docs/reference/qa-answers.md - 60+ MVP decisions documented (3 sessions)
  3. docs/reference/feature-analysis-brainstorm.md - Feature mapping with decisions
  4. docs/reference/api-requirements.md - API endpoints mapped to views
  5. docs/reference/open-questions.md - Questions for stakeholders
  6. docs/reference/tech-stack.md - Technology recommendations
  7. docs/reference/implementation-plan.md - Development roadmap
  8. docs/reference/progress.md - This file

📋 Next Steps (Post-Planning Tasks)​

Before Development​

  • Review and answer open questions with stakeholders
  • User cases deep audit (verify SQL matches current schema)
  • Create test data / seed database
  • Write developer onboarding guide
  • Define validation rules
  • Document error scenarios

Development Phase (Not Started)​

  • Set up development environment
  • Technology stack finalization
  • Sprint planning
  • Begin MVP development

View post-planning tasks checklist →

🎯 Key Features Implemented in Schema​

Multi-Tenancy & Access​

  • Company isolation via company_id
  • Multi-company crew support (crew works for multiple companies)
  • Dual role support (admin can also be crew)
  • Role-based access control

Core Workflow​

  • Complete assignment lifecycle (offer → negotiate → accept → confirm)
  • Direct booking (bypass offer flow for employees)
  • Financial finalization (planned vs actual tracking)
  • Conflict detection and resolution

Administrative Features​

  • Favorite crew filtering
  • Task tracking checkboxes (travel, hotel, roadbook, invoice)
  • Contract acceptance workflow
  • Equipment inventory and availability
  • Communication audit log

Data Management​

  • Multi-currency support with exchange rates
  • Polymorphic document storage
  • Custom data fields for extensibility
  • Global + company-specific function catalogs

For detailed change history, see Changelog →