Update planning docs to reflect current implementation state

- Doc 02: Add member_identifier table, member_number, primary_member_id,
  account_number auto-generation, isMinor override, tax_exemption as
  separate table, member move, updated business rules
- Doc 03: Document lookup table pattern replacing pgEnums for status and
  condition, add system/custom value distinction
- Doc 22: Mark all Phase 2 items as complete, add new tables to additions
  section, update audit findings, note admin frontend exists

planning/02_Domain_Accounts_Customers.md

@@ -68,7 +68,7 @@ account_number
 
 varchar
 
-Human-readable account ID
+Auto-generated 6-digit random number, unique per company. Human-readable account ID.
 
 name
 
@@ -101,6 +101,12 @@ enum
 
 consolidated | split
 
+primary_member_id
+
+uuid FK
+
+Nullable — references the primary contact member on this account. Auto-set when first member is added.
+
 is_active
 
 boolean
@@ -201,6 +207,12 @@ uuid FK
 
 Tenant scoping — identifies which company owns this record
 
+member_number
+
+varchar
+
+Auto-generated 6-digit random number, unique per company. Human-readable member ID.
+
 first_name
 
 varchar
@@ -217,13 +229,13 @@ date_of_birth
 
 date
 
-Used to derive is_minor status
+Optional — used to derive is_minor if set
 
 is_minor
 
 boolean
 
-True if under 18 — derived from date_of_birth, controls consent and portal access rules
+Default false. Auto-derived from date_of_birth if provided, but can be set manually (e.g. parent declines to give DOB). Manual flag takes precedence over DOB calculation.
 
 email
 
@@ -261,7 +273,30 @@ timestamptz
 
 
 
-## 3.3 account_processor_link
+## 3.3 member_identifier
+
+Identity documents associated with a member. Supports multiple IDs per member (driver's license, passport, school ID). Images stored as base64 in Postgres for simplified backup/restore.
+
+Column | Type | Notes
+id | uuid PK |
+member_id | uuid FK | References member
+company_id | uuid FK | Tenant scoping
+type | varchar | Constrained: drivers_license, passport, school_id
+label | varchar | Optional display label
+value | varchar | The ID number
+issuing_authority | varchar | e.g. "State of Texas", "US Dept of State"
+issued_date | date |
+expires_at | date |
+image_front | text | Base64-encoded front image
+image_back | text | Base64-encoded back image
+notes | text |
+is_primary | boolean | Default false — which ID to display by default
+created_at | timestamptz |
+updated_at | timestamptz |
+
+
+
+## 3.4 account_processor_link
 
 Links an account to a payment processor's customer record. This is processor-agnostic — supports Stripe, Global Payments, or any future processor. Replaces the previous `stripe_customer_id` column that was directly on the account table.
 
@@ -315,7 +350,7 @@ timestamptz
 
 An account may have links to multiple processors simultaneously — this is expected during migration from one processor to another (e.g. AIM legacy → Stripe transition).
 
-## 3.4 account_payment_method
+## 3.5 account_payment_method
 
 Tracks payment methods on file. Card data lives in the processor — this table only stores references for display and selection.
 
@@ -399,6 +434,32 @@ timestamptz
 
 
 
+## 3.6 tax_exemption
+
+Tax exemptions are tracked in a separate table (not on account) for audit history. An account can have multiple exemption records over time (expired, revoked, renewed).
+
+Column | Type | Notes
+id | uuid PK |
+account_id | uuid FK |
+company_id | uuid FK | Tenant scoping
+status | enum | none, pending, approved
+certificate_number | varchar | Required
+certificate_type | varchar | e.g. "resale", "nonprofit"
+issuing_state | varchar(2) | State abbreviation
+expires_at | date |
+approved_by | uuid | Employee who verified
+approved_at | timestamptz |
+revoked_by | uuid |
+revoked_at | timestamptz |
+revoked_reason | text |
+notes | text |
+created_at | timestamptz |
+updated_at | timestamptz |
+
+Action endpoints: POST /tax-exemptions/:id/approve, POST /tax-exemptions/:id/revoke (requires reason).
+
+
+
 # 4. Business Rules
 
 - Every member must belong to exactly one account
@@ -417,11 +478,23 @@ timestamptz
 
 - Duplicate account detection on email and phone during creation
 
+- Account numbers auto-generated as 6-digit random numbers, unique per company
+
+- Member numbers auto-generated as 6-digit random numbers, unique per company
+
+- First member added to an account is auto-set as primary_member_id
+
+- Members can be moved between accounts via POST /members/:id/move (optional accountId — creates new account if omitted)
+
+- isMinor on member: explicit flag takes precedence, else derived from date_of_birth, else defaults to false
+
+- Tax exemptions tracked in separate tax_exemption table for audit history — not on account directly
+
 - Tax-exempt accounts must have a valid certificate number and expiry date before status can be set to "approved"
 
-- Expired tax exemption certificates revert account to "pending" — staff prompted to collect updated certificate
+- Expired tax exemption certificates revert to "pending" — staff prompted to collect updated certificate
 
-- Tax exemption status changes logged in audit trail (who approved, when, certificate details)
+- Tax exemption status changes logged with who approved/revoked, when, and reason
 
 
 

planning/03_Domain_Inventory.md

@@ -224,9 +224,26 @@ timestamptz
 
 Individual physical units for serialized items and rental fleet instruments.
 
-id, product_id, company_id, location_id, serial_number,condition (new|excellent|good|fair|poor),status (available|sold|rented|on_trial|in_repair|layaway|lost|retired),purchase_date, purchase_cost, notes,legacy_id, created_at
+id, product_id, company_id, location_id, serial_number, condition (varchar — references item_condition lookup), status (varchar — references inventory_unit_status lookup), purchase_date, purchase_cost, notes, legacy_id, created_at
 
-### Status Values
+**Note:** `condition` and `status` are stored as varchar columns referencing slug values in lookup tables (not pgEnums). This allows stores to add custom statuses and conditions. Code references system slugs for business logic; custom values are informational.
+
+### Lookup Tables
+
+Both `inventory_unit_status` and `item_condition` are company-scoped lookup tables with the pattern:
+
+Column | Type | Notes
+id | uuid PK |
+company_id | uuid FK | Tenant scoping
+name | varchar | Display name
+slug | varchar | Code-level reference (unique per company)
+description | text |
+is_system | boolean | True = seeded by system, cannot be deleted or deactivated
+sort_order | integer | Display ordering
+is_active | boolean |
+created_at | timestamptz |
+
+### System Status Values (seeded per company)
 
 Status | Description | Set By
 available | In stock, ready for sale or rental | Default, return, restock
@@ -238,6 +255,15 @@ layaway | Reserved for layaway customer, not available | Layaway creation (08_Do
 lost | Unrecovered — trial, rental, or inventory discrepancy | Overdue escalation or cycle count
 retired | Permanently removed from inventory | Manual retirement
 
+### System Condition Values (seeded per company)
+
+Condition | Description
+new | Brand new, unopened or unused
+excellent | Like new, minimal signs of use
+good | Normal wear, fully functional
+fair | Noticeable wear, functional with minor issues
+poor | Heavy wear, may need repair
+
 
 
 # 4. Repair Parts Inventory

planning/22_Audit_Phase2_Review.md

@@ -17,15 +17,19 @@ All deliverables built: monorepo config, Docker Compose (Postgres 16 + Valkey 8)
 Area | Status | Notes
 Auth (JWT + bcrypt) | Complete | Self-issued JWTs, role enum, register/login routes
 User table | Complete | company_id FK, unique email, 5 roles
-Account table | Complete | Added is_active (not in spec — good defensive addition)
+Account table | Complete | Added is_active, primary_member_id, auto-generated account_number
-Member table | Complete | Added updated_at (not in spec — good practice)
+Member table | Complete | Added updated_at, member_number, isMinor manual override
+Member identifiers | Complete | DL/passport/school ID with front/back image storage
 Account processor link | Complete | Processor-agnostic payment linking
-Account payment method | NOT BUILT | Specified in doc 02 but not implemented
+Account payment method | Complete | Card references with default flag, requires_update for migrations
+Tax exemptions | Complete | Separate table with approve/revoke workflow and audit trail
 Category table | Complete | Added parent_id for hierarchy, sort_order, is_active
 Supplier table | Complete | All columns present
 Product table | Complete | Cost removed — moved to stock_receipt (FIFO)
-Inventory unit table | Complete | Condition enum, status enum, serial number
+Inventory unit table | Complete | Condition and status via lookup tables (not enums), serial number
-Shared Zod schemas | Complete | Auth, account, member, inventory schemas
+Lookup tables | Complete | inventory_unit_status and item_condition as company-scoped configurable tables
+Shared Zod schemas | Complete | Auth, account, member, identifier, payment method, tax exemption, lookup, inventory schemas
+Admin frontend | Complete | React + Vite + shadcn/ui, accounts CRUD, members list, theme system
 
 ## 1.3 Additions Not in Original Planning
 
@@ -34,6 +38,11 @@ stock_receipt | FIFO cost tracking per purchase event | Replaces product.cost co
 price_history | Logs every retail price change | Auto-logged on product update
 consignment_detail | Consignment product linking | Links product to consignor account with commission %
 product_supplier | Many-to-many product ↔ supplier | Tracks supplier SKU and preferred supplier
+inventory_unit_status | Lookup table replacing pgEnum | Company-scoped, is_system flag, custom values allowed
+item_condition | Lookup table replacing pgEnum | Same pattern as unit status
+member_identifier | Identity documents per member | DL, passport, school ID with base64 image storage
+tax_exemption | Tax exempt certificates per account | Approve/revoke workflow with audit trail
+account_payment_method | Card references per account | Processor-agnostic, default flag, migration support
 
 ## 1.4 Planning Doc Inconsistencies
 
@@ -56,8 +65,8 @@ Dev auth had no production guard | HIGH | Dev auth plugin throws error if NODE_E
 ## 2.2 Issues Found — Not Yet Fixed (Lower Priority)
 
 Issue | Severity | Notes
-CORS in production is false | Medium | Blocks all cross-origin requests. Needs origin whitelist via CORS_ORIGINS env var. Fix when building frontend.
+CORS in production is false | Medium | Blocks all cross-origin requests. Needs origin whitelist via CORS_ORIGINS env var. Admin frontend uses Vite proxy in dev — CORS not needed yet.
-No pagination on list endpoints | Medium | list() returns .limit(100) with no offset. Add cursor/offset pagination when data volumes grow.
+~~No pagination on list endpoints~~ | ~~Medium~~ | FIXED — All list endpoints now support server-side pagination, search, and sort.
 Path parameters not validated as UUIDs | Low | Cast with `as { id: string }` but not validated. Drizzle handles gracefully (returns null). Add Zod param validation later.
 Login schema accepts min(1) password | Low | Should match register's min(8) for consistency. Not a real security risk since bcrypt compare handles it.
 No JWT secret strength validation | Low | Only checks if set, not length/entropy. Add min 32 char check.