QIIUB System Wiki — Adjustments feature detail

ADJ-F001 Create adjustment (Draft) Implemented T1

Draft header (one location + reason) + optional signed lines

Compared against: RMS+RMH+WIDS365+market
Evidence: CreateAdjustment/CreateAdjustmentEndpoint.cs:103
Notes: Resolves Location/ReasonCode/variant PublicIds; snapshots cost/price; mints ADJ-######

ADJ-F002 Signed quantity change per line Implemented T1

Per-line QuantityChange (+ increase / − decrease)

Compared against: RMS+RMH+WIDS365+market
Evidence: InventoryAdjustmentLine.cs:16; CreateAdjustmentEndpoint.cs:65-67 (NotEqual 0)
Notes: Signed delta, not a target count — same model as WIDS365

ADJ-F003 Reason-coded (required) Implemented T1

Every adjustment carries a reason from the catalog

Compared against: RMS+RMH+WIDS365+market
Evidence: InventoryAdjustment.cs:17 (non-null); CreateAdjustmentEndpoint.cs:118-125
Notes: Required by default — stronger than RMS/RMH (there it is config-driven "recommended") and matches WIDS365 (header-required)

ADJ-F004 Complete → post to inventory Implemented T1

Complete writes InventoryMovement + upserts LocationProduct.QuantityOnHand, one transaction

Compared against: RMS+RMH+WIDS365+market
Evidence: CompleteAdjustmentEndpoint.cs:77,146-205,208-209
Notes: The core purpose. Atomic flip + per-line movement + QoH upsert + concurrency retry (#964)

ADJ-F005 Line management Implemented T1

Add / update / remove / atomic bulk-remove lines on a Draft

Compared against: RMS+RMH+WIDS365+market
Evidence: AddLine :60, UpdateLine :62, RemoveLine :30, RemoveLines batch #799
Notes: ProductVariant immutable on a line (remove+re-add); LineNumber auto max+1

ADJ-F006 Status lifecycle Implemented T1

Draft → Completed | Cancelled; only Draft is mutable

Compared against: RMS+RMH+WIDS365+market
Evidence: AdjustmentStatus.cs; 409 guards in 5 endpoints; atomic flips
Notes: Both terminal states are atomic WHERE Status=Draft flips (no lost-update). Maps to WIDS365 Open→Closed / RMS Commit

ADJ-F007 Document numbering Implemented T1

Human ADJ-###### per merchant

Compared against: RMS+RMH+WIDS365
Evidence: CreateAdjustmentEndpoint.cs:156 via IDocumentSequenceService
Notes: Unique (MerchantId, DocumentNumber). Sequence service = shared-infra (ADJ-D07)

ADJ-F008 View adjustment detail Implemented T1

Full header + lines + names + attribution

Compared against: RMS+RMH+WIDS365+market
Evidence: GetAdjustmentEndpoint.cs:84
Notes: Resolves Location/ReasonCode/Employee names + CreatedBy/UpdatedBy from CentralDb

ADJ-F009 List / filter / sort / search Implemented T1

Paged list; filter location/status/reason/search; 7 sorts; Draft/Completed/Cancelled breakdown

Compared against: RMS+RMH+WIDS365+market
Evidence: ListAdjustmentsEndpoint.cs:117; breakdown :147-156 (#633)
Notes: Breakdown spans the full filtered set in one grouped round-trip

ADJ-F010 Bulk / import / scan entry Missing T2

Add many lines fast — CSV/clipboard import or barcode-scan, not one-by-one

Compared against: WIDS365+RMS+market
Evidence: Natural home: a bulk-add endpoint over InventoryAdjustmentLine + a portal import/scan surface
Notes: QIIUB adds lines one at a time (bulk remove exists, #799; bulk add does not). WIDS365 has batch-JSON + clipboard/CSV; RMS Inventory Wizard 150; market has CSV + scan + mobile
Risk if absent: Large write-offs / recounts are slow line-by-line gap rank 3

ADJ-F011 Role / permission gating Implemented T2

Only authorized roles can create/complete adjustments

Compared against: RMS+RMH+market
Evidence: Roles("SystemAdmin","Admin") on every endpoint; portal canTransition = Admin||Manager (AdjustmentDetailPage.tsx:63)
Notes: Coarse RBAC (no per-location or per-reason grant) but the market-standard control is present

ADJ-F012 Reason categorization Partial T2

Preset reason set (damage / shrink / theft / found / recount)

Compared against: RMS+RMH+market
Evidence: ReasonType='Adjustment' scopes the picker (ListReasonCodesEndpoint.cs:25; portal AdjustmentsListPage.tsx:70-74)
Notes: What works: merchant-authored reasons scoped by ReasonType. Missing: no enforced category enum (shrinkage/theft/found are free-text, same as RMS/RMH). NB the ADJ-DAMAGE/ADJ-SHRINK codes ship only as DevSeed fixtures, not product presets

ADJ-F013 Adjustment history / audit Implemented T2

Who/when + an append-only movement trail per adjustment

Compared against: RMS+RMH+WIDS365+market
Evidence: InventoryMovement (append-only, ReferenceType=InventoryAdjustment); CreatedBy/UpdatedBy (BaseEntity.cs:14-15) surfaced in Get/List
Notes: Ledger + user attribution = the ADR-0023 document-trail tier. (WIDS365 additionally uses temporal tables; QIIUB deliberately does not on the movement ledger — ADR-0023.)

ADJ-F014 Operator attribution Missing T2

Record the specific employee (or completing user) on the adjustment

Compared against: RMS+RMH+WIDS365+market
Evidence: EmployeeId/ClosedByEmployeeId modeled + surfaced but never written (InventoryAdjustment.cs:16,22)
Notes: Reserved schema, no writer → Missing (status def). Aggravated: Complete/Cancel flip via ExecuteUpdateAsync, which bypasses the audit interceptor, so not even UpdatedByUserId is stamped on the transition (the base attribution credited to F013 covers create/edit only). See §8
Risk if absent: No POS-employee accountability on write-offs (loss-prevention gap) gap rank 1

ADJ-F023 Barcode-scan / mobile entry Missing T2

Add adjustment lines by scanning, or from a mobile device

Compared against: market
Evidence: Line entry is manual desktop only (AdjustmentLineEntryBar.tsx); natural home: a scan handler + mobile surface
Notes: Market table-stakes; unfolded from ADJ-F010 so the import/scan/mobile lines map 1:1 like the rest of the table

ADJ-F024 Live on-hand at line entry Missing T2

Show the item's current QuantityOnHand while entering the line

Compared against: WIDS365+market
Evidence: Entry bar takes qty blind; natural home: resolve LocationProduct.QuantityOnHand into the line-entry response
Notes: WIDS365 surfaces available-on-hand at entry — lets the operator adjust to a known figure

ADJ-F015 Value / cost revaluation Missing T3

Adjust on-hand cost/value (revalue), not just quantity

Compared against: market
Evidence: Lines are quantity-only; LocationProduct.Cost never re-weighted at Complete (CompleteAdjustmentEndpoint.cs:180-183)
Notes: ERP tier — Cin7 explicit revaluation, NetSuite worksheet, Odoo. Not in Square/Clover/Lightspeed/WIDS365
Risk if absent: ERP-tier accounting not served gap rank 6

ADJ-F016 Reversal / undo Missing T3

One-click reverse of a Completed adjustment (auto-offset)

Compared against: market
Evidence: No endpoint; Completed is terminal. Natural home: a "reverse" endpoint that mints an offsetting Draft
Notes: Today the operator manually creates an offsetting adjustment. Some ERP/mid-market offer a void/reverse
Risk if absent: Fixing a wrong Completed adjustment is a manual offset gap rank 4

ADJ-F017 Approval / threshold gating Missing T3

Require sign-off (or a dollar threshold) before Complete

Compared against: market
Evidence: Complete open to any Admin/SystemAdmin; no threshold. Natural home: a status/approval gate on the transition
Notes: Rare even in ERP (NetSuite has no native approval) — building it would meet-or-beat the market
Risk if absent: No control on high-value adjustments gap rank 5

ADJ-F018 Mandatory-note enforcement Missing T3

Force a free-text note when the reason demands it

Compared against: market+QIIUB-original
Evidence: ReasonCode.RequiresNote exists (ReasonCode.cs:13) but no adjustment endpoint enforces it
Notes: Reserved flag, unwired → Missing. Cheap quick-win over existing schema
Risk if absent: "requires note" reasons don't actually require one gap rank 2

ADJ-F019 Attachment / photo evidence Missing T3

Attach a photo/document to a damage/shrinkage write-off

Compared against: market
Evidence: Not in entity or endpoints. Natural home: a generic attachment table keyed by (ReferenceType, ReferenceId)
Notes: Compliance-grade write-off evidence; present in some mid-market inventory apps

ADJ-F020 GL / accounting posting Missing T3

Post a journal entry (shrinkage expense / COGS) per adjustment

Compared against: market
Evidence: No accounting integration on adjustments
Notes: ERP tier (NetSuite/Cin7). RMS/RMH also lack per-adjustment GL (batch close-out export only) — QIIUB is at parity with the reference systems here, behind only ERP

ADJ-F021 Back-date / effective date Missing T3

Set an adjustment's effective date for period accounting

Compared against: market+RMS
Evidence: AdjustmentDate = UtcNow at create, not user-settable (CreateAdjustmentEndpoint.cs)
Notes: ERP period-close nicety

ADJ-F022 Discontinued-item write-off Implemented T3

Adjust/write-off a product that is inactive/discontinued

Compared against: RMS+market
Evidence: Adjustment line variant resolution never joins the productActiveStatus filter (it sits on Product), so a killed SKU can still be lined; GetAdjustmentEndpoint.cs:98-99 keeps it visible in detail
Notes: You can clear the last units of a discontinued SKU

ADJ-F025 Printable adjustment document Missing T3

Print / export the adjustment as a document

Compared against: RMS+WIDS365
Evidence: No print/PDF surface (repo-wide ADR-0070 print gap); natural home: the ADR-0070 print pipeline
Notes: Internal doc — lower need than a PO/transfer slip, hence T3

ADJ-F026 Header valuation total Missing T3

Show the adjustment's total quantity / value magnitude

Compared against: WIDS365
Evidence: No aggregate on the header; natural home: a derived total in the Get/List projection
Notes: WIDS365 surfaces valuation totals on the header

ADJ-F027 Damage quarantine / hold bin Missing T3

Hold damaged stock in a non-sellable state, optionally return-to-main

Compared against: RMS+RMH
Evidence: QIIUB models damage as a destructive reason-coded write-off only; natural home: a location/stock-state flag
Notes: RMS/RMH InventoryOffline offers hold + return-to-main; QIIUB meets only the dispose half (reclassified from N/A after the Fable pass)

Adjustments — feature detail

T1 — core

T2 — standard

T3 — advanced