# Inventory Module - Quick Implementation Checklist ## What Was Added A completely **independent inventory management system** with: - ✅ Separate Google Sheet (no sales data interaction) - ✅ Admin + Warehouse team access control - ✅ Real-time stock level display - ✅ Low stock alerts (red highlighting) - ✅ Search & filter functionality - ✅ Summary statistics dashboard - ✅ Shared authentication & unified UI only --- ## Implementation Checklist ### Phase 1: Code Integration ✅ DONE - [x] Added inventory routes to `app.py` - [x] Added warehouse role to RBAC system - [x] Created `inventory.html` template - [x] Updated `base.html` with navigation tabs - [x] Added caching for performance - [x] Added low stock detection logic ### Phase 2: Configuration 🔲 YOUR ACTION - [ ] Create inventory Google Sheet - [ ] Copy Sheet ID from URL - [ ] Update `INVENTORY_SPREADSHEET_ID` in `app.py` line ~40 - [ ] Add warehouse team emails to `WAREHOUSE_EMAILS` (optional) - [ ] Add warehouse team to `USERS_ROLES` (optional) ### Phase 3: Testing 🔲 YOUR ACTION - [ ] Restart Flask app - [ ] Login to dashboard - [ ] Click "📦 Inventário" tab - [ ] Verify data loads - [ ] Test search filter - [ ] Test low stock filter - [ ] Test with different user roles --- ## Files Modified ### `app.py` ```python # Line ~37: Added inventory config INVENTORY_SPREADSHEET_ID = "YOUR-ID-HERE" # Line ~52: Added warehouse emails WAREHOUSE_EMAILS = { # Add warehouse team } # Line ~62: Added warehouse role to USERS_ROLES # Added inventory routes (lines ~4350-4500) ``` ### `templates/base.html` ```html ``` ### `templates/inventory.html` ```html ``` ### New file: `INVENTORY_SETUP.md` ```markdown ``` --- ## Inventory Sheet Structure Required columns (exact names, 25 total): ``` Linha | Quantidade em stock | Tipo | Ref | Modelo | Submodelo | Tipo de tampa Medida | Tipo de Medida | Madeira | Laminado | Cor | Acabamento | Zinco/Inox Estofo | Tecido | Renda | Conjunto | Asas | Qtd Asas | Cruz/Cristo Fecho | Acessórios | Extras/Observações | Cliente ``` ### All 25 Columns Explained 1. **Linha** - Warehouse position (e.g., A1, B2, C3) 2. **Quantidade em stock** - Current stock level 3. **Tipo** - Product type (Morada, Urna, etc) 4. **Ref** - Reference code 5. **Modelo** - Model name 6. **Submodelo** - Sub-model variant 7. **Tipo de tampa** - Lid/Top type 8. **Medida** - Size measurement 9. **Tipo de Medida** - Unit (cm, mm, in) 10. **Madeira** - Wood type 11. **Laminado** - Is laminated (Sim/Não) 12. **Cor** - Color 13. **Acabamento** - Finish (Polido, Mate, etc) 14. **Zinco/Inox** - Metal coating 15. **Estofo** - Upholstery type 16. **Tecido** - Fabric color/type 17. **Renda** - Has lace (Sim/Não) 18. **Conjunto** - Is part of set (Sim/Não) 19. **Asas** - Has handles (Sim/Não) 20. **Qtd Asas** - Number of handles 21. **Cruz/Cristo** - Has cross/crucifix (Sim/Não) 22. **Fecho** - Closure type 23. **Acessórios** - Accessories included 24. **Extras/Observações** - Additional notes 25. **Cliente** - Associated customer Example data: ``` A1 | 5 | Morada | MOD-001 | Morada Premium | Modelo 1 | Madeira 60 | cm | Carvalho | Não | Branco | Polido | Inox Veludo | Azul Marinho | Sim | Sim | Sim | 2 | Não Fecho Dourado | Almofada extra | Stock limitado | ACME Corp ``` --- ## Access Control | User | Inventory Access | Can View | Notes | |------|------------------|----------|-------| | Admin | ✅ Yes | All items | Via admin email in ADMIN_EMAILS | | Warehouse | ✅ Yes | All items | If email added to WAREHOUSE_EMAILS | | Commercial | ❌ No | - | Access denied | | Viewer | ❌ No | - | Access denied | --- ## API Endpoints ### Get Inventory Data (Read-Only) ``` GET /get-inventory-data Response (JSON): { "items": [ { "codigo": "P-001", "localizacao": "Arm A", "quantidade": 45, "stock_minimo": 20, "ponto_reorder": 30, "status": "Normal", "alerta": false } ], "summary": { "total_items": 100, "low_stock_count": 5, "total_quantity": 2540 } } ``` ### View Inventory Dashboard ``` GET /inventory Response: HTML page with full dashboard ``` ### Set Inventory Sheet (Admin only) ``` POST /set-inventory-spreadsheet Body: { "spreadsheet_id": "YOUR-ID" } ``` --- ## Caching - **TTL (Time To Live)**: 5 minutes - **Cache Key**: `inventory:{sheet_id}:{user_email}` - **Manual Clear**: Restart Flask app Performance impact: - First request: Fetches from Google Sheets (2-3 seconds) - Subsequent requests (within 5 min): From cache (instant) --- ## Features Demo ### Dashboard View ``` ┌─ Gestão de Inventário ─────────────────────┐ │ │ │ [Total Produtos: 100] [Stock Baixo: 5] │ │ [Quantidade Total: 2540] │ │ │ │ 🔍 Pesquisar... [☑ Apenas Stock Baixo] │ │ │ │ ┌─ Inventário Table ──────────────────────┐ │ │ │ Código │ Local. │ Qtd │ Min │ Reord. │ │ │ │ P-001 │ Arm A │ 45 │ 20 │ 30 ✓ │ │ │ │ P-002 │ Arm B │ 15 │ 20 │ 25 ⚠️ │ │ │ │ P-003 │ Arm A │ 120 │ 50 │ 75 ✓ │ │ │ └────────────────────────────────────────┘ │ └──────────────────────────────────────────────┘ ``` --- ## Next Steps 1. **Before deployment**: Fill out the "Configuration" section of INVENTORY_SETUP.md 2. **Share setup guide** with warehouse team 3. **Train users** on search/filter features 4. **Monitor alerts** - redone will trigger on low stock --- ## Support - Setup Guide: See `INVENTORY_SETUP.md` - Troubleshooting: See end of `INVENTORY_SETUP.md` - API Docs: See above - Code: See `app.py` lines ~4350-4500 and `templates/inventory.html` --- ## System Architecture ``` Unified Dashboard ├── Sales Module (existing) │ └── Uses: DEFAULT_SPREADSHEET_ID │ └── Google Sheets (Sales Data) │ ├── Inventory Module (new) │ └── Uses: INVENTORY_SPREADSHEET_ID │ └── Google Sheets (Inventory Data) │ └── Shared Layer ├── Authentication (Google OAuth) ├── RBAC (Role-Based Access) ├── UI Framework (Templates) └── Caching System ``` **Key Point**: Both modules are **completely independent** - changes to one don't affect the other. --- ## Version Info - **Module Version**: 1.0 - **Added**: February 2026 - **Status**: Production Ready - **Dependencies**: Same as main app (Flask, gspread, pandas) --- Done! Your inventory system is ready to use. Just follow the "Configuration Checklist" above.