sims-hq/docs/05-CHECKLIST.md

05 — Master Build Checklist

Working checklist; tick as we go. Ordered roughly by phase. Details live in the other docs.

Foundations (Phase 0)

• Product name + branding decided (D1)
• Tech stack locked after spikes (D2)
• Sync approach locked: buy (PowerSync/ElectricSQL) vs custom outbox (D3)
• GSP vendor chosen for e-Invoice/e-Way (D4)
• Pricing tiers & edition feature matrix signed off (D5)
• Sync spike passes pulled-cable test
• Hardware spike: ESC/POS print, drawer kick, scanner, scale — from chosen shell
• Billing engine v0 reproduces 100 real Classic bills to the paisa
• Oracle schema mapped; 3 real datasets exported and audited
• Billing screen prototype tested with 3 real cashiers (timed)
• Repo, CI, environments (dev/stage/prod), code review rules, error tracking

Data model & platform

• Tenant → stores → counters → users model with RLS
• Item master (HSN, GST dated rates, MRP, multi-unit, barcodes, batch/expiry)
• Party master (GSTIN validation, credit limits)
• Document model: append-only bills/notes with client UUIDs, per-counter series
• Audit log: append-only, before/after, synced, unpurgeable
• Outbox/inbox sync tables + background worker + idempotency
• Licensing service: plans → feature flags → signed license token
• Auto-update channel with staged rollout + rollback
• Encrypted cloud backup of store DBs + restore drill actually performed
• Telemetry + crash reporting (PII-free)

POS (Phase 1)

• Billing screen: scan box, lines, totals, hold/resume, one-key cash close
• Fuzzy item search < 150 ms on 50k SKUs
• Payments: cash, card (record), UPI static QR, khata, split
• Returns/exchange + credit notes
• Thermal + A4/A5 printing, print profiles, reprint
• Shift open/close, denomination count, day-end report
• Supervisor PIN gates (void, discount cap, price override)
• Power-cut recovery: reopen mid-bill intact
• Offline soak test: 48h no internet, then clean sync
• Keyboard map + "Classic keys" preset

Back office (Phase 1–2)

• Item/party CRUD + Excel import/export
• Purchase entry with price/MRP update prompts + label print queue
• Stock views, adjustments, valuation
• Ledgers, outstanding, ageing
• Core reports + GST invoice formats, HSN summary
• Users/roles/permission matrix + audit browser
• Dashboard with sync-health per store

Compliance (Phase 2)

• GSTR-1 / GSTR-3B JSON exports
• e-Invoice IRN queue (offline-tolerant) via GSP
• e-Way bill generation
• Tally export (masters + vouchers)
• FY close + lock dates
• Audit-trail compliance review (MCA) for company clients

Engagement & polish (Phase 2)

• WhatsApp e-bill + khata reminders + UPI collect links
• UPI dynamic QR + webhook auto-confirm
• Schemes/offers engine (golden tests)
• Multi-counter + Store Hub LAN sync
• Weighing-scale barcode support
• Hindi + one regional language UI
• Onboarding wizard: GSTIN → store → import → first bill < 15 min

Differentiators (Phase 3)

• Purchase Inbox: email-in + upload + parse (AI) → draft → review UI → post
• Item-matching memory (supplier name ⇄ our SKU)
• GSTR-2B reconciliation
• Owner app v1 (sales live, alerts, approvals)
• Stock-take mobile scanning
• Loyalty + redemption at counter
• Dashboards + scheduled WhatsApp/email digests

Migration & GTM (continuous)

• Classic → Next migration tool with verification report
• Parallel-run playbook + cutover checklist
• 5 pilot stores migrated and billing daily
• Dealer kit: install, train, migrate, support scripts
• Pricing/upgrade offers for Classic base
• Support runbook + sync diagnostics dashboard for the support team

Scale-out (Phase 4)

• HO console, central pricing, transfers with e-Way
• Consolidated multi-store GST + reporting
• API access for Enterprise
• Android POS evaluation
• Classic sunset plan (>80% migrated first)