# RE Onboarding & Offboarding System: Comprehensive Alignment Report
## Prepared for: Dealer Onboarding Project
## Reference: SRS v1.4 / 2.0 (High-Fidelity)
## Current Date: April 1, 2026

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## 1. Executive Summary: Full Project Scope
This report covers the end-to-end alignment of the Dealer Lifecycle Management system, spanning Onboarding, Offboarding (Resignation/Termination), and Self-Service (Constitutional Change/Relocation).

| Goal | SRS Section | System Status | Completion % |
| :--- | :--- | :--- | :--- |
| **Dealer Onboarding** | Section 6 | Stable Flow (Eval -> LOI -> SAP) | 85% |
| **Dealer Resignation** | Section 7 | Backend Ready; UI in progress | 50% |
| **Dealer Termination** | Section 8 | Logic Ready; SCN Flow in progress | 40% |
| **F&F Settlement** | Section 10/11 | Trigger Ready; Clearance Grid Pending | 20% |
| **Self-Service (Constitutional)** | Section 12.2 | **PENDING** (Schema Ready) | 10% |
| **Self-Service (Relocation)** | Section 12.2.6 | **PENDING** (Schema Ready) | 10% |

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## 2. Onboarding & Evaluation (Section 6)
**Owner:** DD Admin / DD ASM

| Sub-Task | Demarcation Points | Status | Integration |
| :--- | :--- | :--- | :--- |
| **Questionnaire** | Weighted Scoring (100%), Public Link Access | ✅ COMPLETED | Real |
| **Shortlisting** | Bulk Action, Assign to ASM/ZM | ✅ COMPLETED | Real |
| **Interviews (L1-3)** | Panel Scheduling, KT Matrix, AI Summary | ✅ COMPLETED | AI Mocked |
| **FDD Verification** | Agency Upload, Report Review by DD Head | 🚧 IN PROGRESS | Manual |
| **LOI Issuance** | 3-tier Approval (Finance/DD-Head/NBH) | ✅ COMPLETED | PDF Mocked |
| **Security Details** | BG & Deposit Verification (BG / SD) | 🚧 IN PROGRESS | Pending UI |
| **Site Readiness** | Arch Blueprints, Statutory Docs, Dealer Code | ✅ COMPLETED | SAP Mocked |
| **Go-Live** | LOA Issuance, EOR Checklist | 🛑 PENDING | Logic Only |

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## 3. Dealer Lifecycle & Self-Service (Section 12)
**Owner:** Dealer (Initiation) / Legal & DD Head (Approval)

### 3.1 Dealer Resignation (Section 12.1)
*   **Width:** Outlet-level selection, Last Working Day (LWD) capture, Withdrawal logic.
*   **Status:** Backend endpoints for initiation are ready. UI needs the "Resignation Dashboard" for the dealer persona.

### 3.2 Constitutional Change Management (Section 12.2)
*   **Width:** Proprietorship → Partnership/LLP/Pvt Ltd.
*   **Depth:** Dynamic document checklist (GST, PAN, Partnership Deed, COI, MOA/AOA).
*   **Status:** **PENDING UI**. Schema supports the different constitution types, but the multi-level internal review (ASM → ZBH → Legal) needs workflow orchestration.

### 3.3 Relocation Request (Section 12.2.6)
*   **Width:** New Site Selection (Manual/Map), Distance Tracking, Property Docs.
*   **Depth:** 4 Categories of Docs (Property, Legal, Statutory, Infrastructure).
*   **Status:** **PENDING UI**. Approval hierarchy (ASM → RBM → ZM → NBH) is partially mapped in the assessment controller logic but requires a dedicated controller.

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## 4. Administrative & Shared Modules (Section 9)
**Owner:** Super Admin

| Feature | Detailed Breakdown | Status |
| :--- | :--- | :--- |
| **RBAC** | Zone/Region/Area cascading hierarchy; National Role visibility. | ✅ COMPLETED |
| **Opportunity** | Window-based Geography opening (State/City/District). | ✅ COMPLETED |
| **SLA Config** | Warning/Escalation thresholds per stage. | 🚧 IN PROGRESS |
| **Email Templates** | Trigger-based logic (Interview Scheduled, LOI Issued). | 🚧 IN PROGRESS |
| **Audit Trail** | Entity-level history (what changed, by whom, old vs new). | ✅ COMPLETED |

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## 5. Mocks & System Simulations
| Item | Description | Status |
| :--- | :--- | :--- |
| **SAP Master** | Simulates code generation (Sales/Service) and status sync. | MOCKED |
| **Gemini AI** | Simulates consensus summary paragraph generation. | MOCKED |
| **WhatsApp/SMS** | Simulated via console logs for non-sensitive alerts. | MOCKED |
| **Meeting Links** | Mock Google Meet link generation. | MOCKED |

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## 6. Project Roadmap & Critical Gaps
1.  **F&F Settlement Clearance Grid:** The most complex remaining logic—capturing clearance from 16 departments.
2.  **Legal Letter Engine:** Moving from "Marked as Generated" to real PDF generation with templates.
3.  **EOR Checklist Integration:** Enabling the ASM to perform the final "On-Site" check via the mobile/web interface.

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**Status Legend:**
- ✅ **COMPLETED:** Logic, UI, and Backend aligned.
- 🚧 **IN PROGRESS:** Development underway; partially functional.
- 🛑 **PENDING:** Logic defined in SRS but not yet implemented.
