Project Planning & Backlog - ERP Logistics Equipment Management

Sprint Planning Overview

Sprint Capacity

30 Story Points

3 devs × 10 SP each

Total Estimated Work

57 Story Points

2 Sprints (4 weeks)

Team Velocity

3 Backend Developers

Parallel development

Parallel Development Strategy

With 3 backend developers, we can work on different domains simultaneously to maximize throughput.

Developer A

Focus: Equipment Management & Core Foundation

Sprint 1: Database Setup + Equipment APIs (15 SP)

Sprint 2: Equipment Features + Testing (15 SP)

Database Setup Equipment Management

Developer B

Focus: Request Management & Inspections

Sprint 1: Request Management APIs (15 SP)

Sprint 2: Inspection System + Integration (15 SP)

Request Management Inspections

Developer C

Focus: Financial & Timesheet Systems

Sprint 1: Payment Management APIs (11 SP)

Sprint 2: Timesheet System + Integration Testing (6 SP)

Financial Management Timesheet Management

Sprint 1 (Weeks 1-2)

Dev A: Database setup + Equipment CRUD
Dev B: Request management system
Dev C: Payment tracking + cost calculations
Total: 30 SP

Sprint 2 (Weeks 3-4)

Dev A: Equipment features + optimization
Dev B: Inspection system + workflows
Dev C: Timesheet system + integration testing
Total: 30 SP

Backlog Summary

Equipment Management

6 Stories 18 SP

Request Management

5 Stories 15 SP

Inspections & Checklists

4 Stories 12 SP

Financial & Payments

2 Stories 5 SP

Timesheet Management

2 Stories 6 SP

Implementation Epics & User Stories

Epic 1: Database Setup & Entities

Sprint 1 3 SP 2 Stories Dev Team A

Create logistics-specific database tables and JPA entities (ERP infrastructure already exists).

DB-001 2 SP Critical Dev A

As a developer, I need to create logistics-specific database tables

Create equipment, requests, inspections, and financial tables in existing ERP database.

Acceptance Criteria:

23 logistics tables added to ERP database schema
Foreign keys linked to existing ERP tables (users, projects, etc.)
Indexes and sequences created
Migration scripts prepared

Tasks:

Create equipment & request tables (1 day)
Create inspection & financial tables (0.5 days)
Add constraints and test data (0.5 days)

ENT-001 1 SP Critical Dev A

As a developer, I need to create JPA entities for logistics domain

Create JPA entities using existing ERP base classes and annotations.

Acceptance Criteria:

All logistics entities extend ERP BaseEntity
Relationships mapped to existing ERP entities
Validation annotations applied
Entities tested with ERP's DataSource

Tasks:

Create entities using ERP patterns (1 day)

Epic 2: Equipment Management API

Sprint 1-2 18 SP 6 Stories Developer A

Implement complete CRUD operations for equipment management including registration, details, work status rates, and filtering capabilities.

EQUIP-001 3 SP High

As a user, I can register new equipment in the system

Implement POST /api/equipment endpoint with complete equipment registration form.

Acceptance Criteria:

POST /api/equipment accepts all required fields
Equipment serial number uniqueness enforced
File uploads supported for equipment documents
Equipment images can be uploaded and stored
Validation errors returned with proper HTTP status codes

Tasks:

Implement Equipment controller and POST endpoint (1 day)
Add file upload functionality (0.5 days)
Implement validation and error handling (0.5 days)
Add unit and integration tests (1 day)

EQUIP-002 2 SP High

As a user, I can retrieve equipment details by ID

Implement GET /api/equipment/{id} endpoint with complete equipment information.

Acceptance Criteria:

GET /api/equipment/{id} returns complete equipment details
Includes all related data (work status rates, inspections, etc.)
Returns 404 for non-existent equipment
Proper JSON response structure

Tasks:

Implement GET endpoint with path variable (0.5 days)
Add related data fetching (0.5 days)
Implement error handling (0.5 days)
Add tests and documentation (0.5 days)

EQUIP-003 3 SP High

As a user, I can search and filter equipment with pagination

Implement GET /api/equipment with comprehensive filtering and pagination.

Acceptance Criteria:

Supports filtering by type, manufacturer, status, project
Includes pagination with page, size, sort parameters
Search functionality for equipment name/serial number
Returns paginated results with metadata

Tasks:

Implement filtering logic in repository (1 day)
Add pagination support (0.5 days)
Implement search functionality (0.5 days)
Add comprehensive tests (1 day)

EQUIP-004 2 SP High

As a user, I can update equipment information

Implement PUT /api/equipment/{id} for updating equipment details.

Acceptance Criteria:

PUT /api/equipment/{id} updates equipment fields
Partial updates supported with PATCH
File uploads can be updated
Validation applied to updates
Audit trail recorded for changes

Tasks:

Implement PUT and PATCH endpoints (1 day)
Add file update functionality (0.5 days)
Implement audit logging (0.5 days)

EQUIP-005 3 SP Medium

As a user, I can manage work status rates for equipment

Implement CRUD operations for equipment work status rates.

Acceptance Criteria:

POST /api/equipment/{id}/work-status-rates creates new rates
GET /api/equipment/{id}/work-status-rates lists all rates
PUT /api/work-status-rates/{id} updates existing rates
DELETE /api/work-status-rates/{id} removes rates
Rates validated for logical consistency

Tasks:

Create WorkStatusRates entity and repository (0.5 days)
Implement CRUD endpoints (1.5 days)
Add validation logic (0.5 days)
Add tests and documentation (0.5 days)

EQUIP-006 3 SP Medium

As a user, I can view equipment history and audit trail

Implement equipment history tracking and audit endpoints.

Acceptance Criteria:

GET /api/equipment/{id}/history returns complete history
All changes tracked with timestamps and user info
History includes status changes, updates, and requests
Filtering by date range and change type

Tasks:

Implement audit trail entity and repository (1 day)
Add history tracking to equipment operations (1 day)
Implement history endpoints (0.5 days)
Add filtering and pagination (0.5 days)

EQUIP-007 2 SP Low

As a user, I can soft delete equipment

Implement soft delete functionality for equipment records.

Acceptance Criteria:

DELETE /api/equipment/{id} marks equipment as deleted
Deleted equipment excluded from normal queries
Restore functionality available
Cascade delete handling for related records

Tasks:

Add soft delete fields to equipment entity (0.5 days)
Implement soft delete logic in repository (0.5 days)
Add restore functionality (0.5 days)
Update queries to exclude deleted records (0.5 days)

Epic 3: Request Management API

Sprint 1-2 15 SP 5 Stories Developer B

Implement the complete equipment request workflow with multi-level approval process (PL → PMO → Operations → BOD).

REQ-001 3 SP Critical

As a Project Leader, I can create new equipment requests

Implement POST /api/equipment-requests with complete request form.

Acceptance Criteria:

POST /api/equipment-requests creates new request
All required fields validated
Automatic workflow initialization
Email notifications sent to approvers
Request ID generated and returned

Tasks:

Create EquipmentRequest entity and controller (1 day)
Implement POST endpoint with validation (1 day)
Add workflow initialization logic (0.5 days)
Integrate with notification service (0.5 days)

REQ-002 4 SP Critical

As an approver, I can review and approve/reject requests

Implement the multi-level approval workflow system.

Acceptance Criteria:

PUT /api/equipment-requests/{id}/approve endpoint
PUT /api/equipment-requests/{id}/reject endpoint
Role-based approval permissions enforced
Workflow state management
Notifications sent on status changes

Tasks:

Implement approval workflow engine (2 days)
Add role-based permission checks (1 day)
Implement approve/reject endpoints (0.5 days)
Add notification triggers (0.5 days)

REQ-003 2 SP High

As a user, I can view and search equipment requests

Implement request listing and filtering capabilities.

Acceptance Criteria:

GET /api/equipment-requests with filtering
Filter by status, project, requester, date range
Pagination and sorting support
Role-based data visibility

Tasks:

Implement filtering in repository (1 day)
Add pagination and sorting (0.5 days)
Implement role-based filtering (0.5 days)

REQ-004 3 SP High

As a user, I can request equipment extensions

Implement equipment rental extension requests.

Acceptance Criteria:

POST /api/equipment-requests/{id}/extensions creates extension
Extension requests follow approval workflow
Original request linked to extension
Extension cost calculations automated

Tasks:

Create extension request entity (0.5 days)
Implement extension endpoints (1.5 days)
Add cost calculation logic (0.5 days)
Link extensions to original requests (0.5 days)

REQ-005 2 SP Medium

As a user, I can track request approval history

Implement request audit trail and approval history.

Acceptance Criteria:

GET /api/equipment-requests/{id}/history shows approval trail
Approval timestamps and comments tracked
Approver information recorded
Status change history visible

Tasks:

Create approval history entity (0.5 days)
Add history tracking to approval process (1 day)
Implement history endpoints (0.5 days)

REQ-006 1 SP Low

As a user, I can cancel pending requests

Implement request cancellation functionality.

Acceptance Criteria:

DELETE /api/equipment-requests/{id} cancels pending requests
Only requester or admin can cancel
Approved requests cannot be cancelled
Cancellation notifications sent

Tasks:

Implement cancellation logic (0.5 days)
Add permission checks (0.5 days)

Epic 4: Inspections & Checklists API

Sprint 2 12 SP 4 Stories Developer B

Implement equipment inspection scheduling, checklists management, and compliance tracking.

INSP-001 3 SP High

As a user, I can create and manage inspection checklists

Implement CRUD operations for inspection checklists and templates.

Acceptance Criteria:

POST /api/inspection-checklists creates new checklists
GET /api/inspection-checklists lists available checklists
Checklist items can be dynamically added/removed
Template system for reusable checklists

Tasks:

Create checklist entities (0.5 days)
Implement CRUD endpoints (1.5 days)
Add template functionality (0.5 days)
Add validation and tests (0.5 days)

INSP-002 3 SP High

As a user, I can schedule equipment inspections

Implement inspection scheduling with calendar integration.

Acceptance Criteria:

POST /api/inspections schedules new inspections
Equipment availability checking
Inspector assignment and notifications
Recurring inspection patterns supported

Tasks:

Create inspection scheduling entity (0.5 days)
Implement scheduling endpoints (1.5 days)
Add availability checking (0.5 days)
Add recurring inspection logic (0.5 days)

INSP-003 High 4 SP

As an inspector, I can perform and record inspections

Implement inspection execution and results recording.

Acceptance Criteria:

PUT /api/inspections/{id}/start begins inspection
PUT /api/inspections/{id}/complete finishes inspection
Checklist items marked as pass/fail with comments
Photo uploads supported for inspection evidence
Inspection reports generated automatically

Tasks:

Implement inspection execution endpoints (2 days)
Add photo upload functionality (1 day)
Create inspection report generation (0.5 days)
Add comprehensive testing (0.5 days)

INSP-004 2 SP Medium

As a user, I can view inspection history and reports

Implement inspection reporting and history tracking.

Acceptance Criteria:

GET /api/equipment/{id}/inspections shows inspection history
GET /api/inspections/{id}/report generates detailed report
Filtering by date range, inspector, status
Export functionality for reports

Tasks:

Implement inspection history endpoints (1 day)
Add report generation and export (0.5 days)
Add filtering and pagination (0.5 days)

INSP-005 1 SP Low

As a user, I receive inspection due date notifications

Implement automated inspection reminders and notifications.

Acceptance Criteria:

Automated email reminders for upcoming inspections
Overdue inspection notifications
Configurable notification timing
Notification preferences per user

Tasks:

Implement notification scheduling service (0.5 days)
Add notification preferences (0.5 days)

Epic 5: Financial & Payments API

Sprint 1 5 SP 2 Stories Developer C

Implement invoice management, payment tracking, and cost calculations.

FIN-001 3 SP High

As a user, I can track payments to subcontractors

Implement payment tracking and status management.

Acceptance Criteria:

POST /api/payments records payment transactions
Payment status tracking (pending, paid, overdue)
Integration with accounting system
Payment history and audit trail

Tasks:

Create payment entities and repository (0.5 days)
Implement payment tracking endpoints (1.5 days)
Add accounting system integration (0.5 days)
Implement payment audit trail (0.5 days)

FIN-002 2 SP Medium

As a user, I can calculate equipment costs and rates

Implement cost calculation based on work status rates and time entries.

Acceptance Criteria:

GET /api/equipment/{id}/costs calculates total costs
Automatic calculation based on timesheet entries
Different rates for different work statuses
Cost breakdown by date range and status

Tasks:

Implement cost calculation service (1 day)
Add cost breakdown endpoints (0.5 days)
Add date range filtering (0.5 days)

Epic 6: Timesheet Management API

Sprint 2 6 SP 2 Stories Developer C

Implement timesheet tracking for equipment usage, labor hours, and cost calculations.

TIME-001 3 SP High

As a user, I can track equipment usage hours

Implement equipment timesheet tracking with start/stop functionality.

Acceptance Criteria:

POST /api/timesheets creates new timesheet entries
PUT /api/timesheets/{id}/start begins time tracking
PUT /api/timesheets/{id}/stop ends time tracking
Automatic calculation of total hours
Equipment availability status updated

Sprint Planning Overview

Sprint Capacity

Total Estimated Work

Team Velocity

Parallel Development Strategy

Developer A

Developer B

Developer C

Sprint 1 (Weeks 1-2)

Sprint 2 (Weeks 3-4)

Backlog Summary

Equipment Management

Request Management

Inspections & Checklists

Financial & Payments

Timesheet Management

Implementation Epics & User Stories

Epic 1: Database Setup & Entities

As a developer, I need to create logistics-specific database tables

As a developer, I need to create JPA entities for logistics domain

Epic 2: Equipment Management API

As a user, I can register new equipment in the system

As a user, I can retrieve equipment details by ID

As a user, I can search and filter equipment with pagination

As a user, I can update equipment information

As a user, I can manage work status rates for equipment

As a user, I can view equipment history and audit trail

As a user, I can soft delete equipment

Epic 3: Request Management API

As a Project Leader, I can create new equipment requests

As an approver, I can review and approve/reject requests

As a user, I can view and search equipment requests

As a user, I can request equipment extensions

As a user, I can track request approval history

As a user, I can cancel pending requests

Epic 4: Inspections & Checklists API

As a user, I can create and manage inspection checklists

As a user, I can schedule equipment inspections

As an inspector, I can perform and record inspections

As a user, I can view inspection history and reports

As a user, I receive inspection due date notifications

Epic 5: Financial & Payments API

As a user, I can track payments to subcontractors

As a user, I can calculate equipment costs and rates

Epic 6: Timesheet Management API

As a user, I can track equipment usage hours

As a user, I can generate timesheet reports