4.5 KiB
4.5 KiB
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
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% |
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 |
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.
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 |
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 |
6. Project Roadmap & Critical Gaps
- F&F Settlement Clearance Grid: The most complex remaining logic—capturing clearance from 16 departments.
- Legal Letter Engine: Moving from "Marked as Generated" to real PDF generation with templates.
- EOR Checklist Integration: Enabling the ASM to perform the final "On-Site" check via the mobile/web interface.
Status Legend:
- ✅ COMPLETED: Logic, UI, and Backend aligned.
- 🚧 IN PROGRESS: Development underway; partially functional.
- 🛑 PENDING: Logic defined in SRS but not yet implemented.