Checklist Summary

Overview

The Development Checklist was created on 2026-02-25 as the tactical breakdown of the PRD (3,183 lines, 18 sections). Every task maps to a PRD section reference. Tasks use checkbox notation (- [x] / - [ ]), with test cases indented under their parent tasks (prefixed with "Test:"). All tasks in phases 0-13 are checked off as complete.

Phase Structure

Phase 0: Data Models & Database Schema (P0)

• 12 entity models with full field specifications
• Tests for every model constraint, enum validation, FK integrity
• Indexes on query-critical columns (compound indexes for matching)
• State machine for SurplusItem status transitions
• Seed data fixtures for development
• Database setup and migration verification

Phase 1: Excel Ingestion Pipeline (P0)

• File processing: SHA-256 hashing, MIME/size validation, deduplication
• Column alias resolution and unit conversion
• GSM/width/quantity/price validation with row-level errors
• Status transitions: received -> parsing -> parsed -> validated -> committed/failed
• Celery tasks for async processing
• Email polling (every 5 minutes) with sender verification

Phase 2: Data Bootstrap (P0)

• CSV/JSON import commands for buyers, mills
• Derive commands for BuyerSpecs and Products from transaction history
• All support --dry-run, deduplication, import reports

Phase 3: Matching Algorithm (P0)

• 5 scoring dimensions: paper type, GSM, width, grade, geography
• Composite scoring with weighted averages
• Auto-trigger on surplus item create/update
• Full re-match benchmark test
• Visibility filtering integration

Phase 4: Geographic Visibility (P0)

• Scope hierarchy: region -> country -> city
• Allow/deny rules per mill or per surplus item
• Price adjustments per visibility rule
• Buyer filtering based on geographic scope

Phase 5: Newsletter Generation (P0)

• Per-buyer personalized newsletters
• Visibility-filtered content (buyers only see what mills allow)
• Open/click tracking
• Bounce handling with auto-deactivation

Phase 6: Container Assembly (P1)

• Bin-packing algorithm for container filling
• Freight cost estimation (LCL vs. FCL comparison)
• Container proposal lifecycle (proposed -> accepted/declined/expired)
• Fill suggestions API

Phase 7: Exclusivity Mechanism (P1)

• Grant/release/try_next workflow
• 48-hour exclusivity windows
• Maximum 3 grants per surplus item
• Auto-release on expiry

Phase 8: Pre-Production Announcements (P2)

• Pre-production items with future availability dates
• Auto-transition to available status
• Express interest endpoint for buyers

Phase 9: API Endpoints (P0)

• Role change endpoints
• Visibility rule CRUD
• Re-matching trigger endpoints
• Ingestion commit/reject actions

Phase 10: Admin Dashboard (P0)

• Admin overview with key metrics
• Mill dashboard (surplus, matches, transactions)
• Buyer dashboard (specs, matches, proposals)

Phase 11: Security & Permissions (P0)

• Audit logging for sensitive operations
• File upload validators (type, size)
• Role-based access control enforcement
• 29 security-specific tests

Phase 12: MVP Acceptance & Performance Testing

• 4 integration tests (full end-to-end flows)
• 16 performance benchmarks (single scoring, batch scoring, full re-match, per-item timing)

Phase 13: V1 Features (Post-MVP)

• Angular 19 frontend deployment
• Role-based shell with JWT auth
• All feature modules wired up
• Deployed at /mvp/app/

Phase 14: V2 Features (Scale) -- Not Built

• Escrow payments
• Credit provider integration
• AI Excel parsing (LLM-assisted)
• Document generation
• Multi-language support
• ML-based advanced matching
• Analytics dashboard
• Public API
• Americas expansion

Priority System

Sources

• raw/articles/CHECKLIST -- full ~60K checklist with all tasks and test cases

Related

• wiki/summaries/progress-summary -- tracks completion against this checklist
• wiki/concepts/phases-0-to-13-recap -- narrative summary of what each phase delivered
• wiki/concepts/test-suites-overview -- the test suite that validates these tasks
• wiki/summaries/status-summary -- current project health
• wiki/summaries/changelog-summary -- when each phase was actually completed