Use Cases & User Stories¶

Comprehensive use case catalog for CostEngine (MfgIQ).

Summary Table¶

ID	Use Case Name	Category	Priority	Complexity	User Role
UC-001	Complete RFQ-to-Quote Flow	Core Workflow	P0 - Critical	High	Estimator
UC-002	Rush Quote (High Priority)	Core Workflow	P0 - Critical	Medium	Estimator
UC-101	Import Standard Costing Template	Excel Import	P0 - Critical	Medium	Estimator
UC-102	Import with Errors	Excel Import	P1 - Important	Medium	Estimator
UC-103	Import Legacy Excel (Non-Standard)	Excel Import	P1 - Important	High	Estimator
UC-104	Similar Part Geometry Search	Excel Import	P1 - Important	High	Estimator
UC-201	Calculate Material Cost	Cost Calculation	P0 - Critical	Low	System
UC-202	Calculate Multi-Operation Cost	Cost Calculation	P0 - Critical	Medium	System
UC-203	Apply Cascading Scrap	Cost Calculation	P0 - Critical	Medium	System
UC-301	Drill Down on Cost Line	Explainability	P0 - Critical	Medium	Estimator
UC-302	Compare Two Versions	Explainability	P1 - Important	Medium	Estimator
UC-303	Benchmark against History	Explainability	P1 - Important	Medium	Estimator
UC-304	Low-Margin Approval Workflow	Explainability	P0 - Critical	Medium	Manager
UC-401	Customer Requests Quantity Change	Versioning	P1 - Important	Low	Estimator
UC-402	Material Price Increase	Versioning	P1 - Important	Medium	Admin
UC-501	Generate Standard Quote	Output	P0 - Critical	Medium	Estimator
UC-502	Quote for Tender Submission	Output	P1 - Important	Low	Estimator
UC-601	Missing Critical Data	UI & Data Integrity	P1 - Important	Low	System
UC-602	Unrealistic Values	UI & Data Integrity	P1 - Important	Medium	System
UC-603	UI Validation Patterns	UX/UI Hygiene	P1 - Important	Low	UI Layer
UC-701	Sync with Tally ERP	Integration	P2 - Future	High	Admin
UC-702	Email Integration	Integration	P2 - Future	Low	Estimator
UC-801	Incremental Excel Sync	Data Pipeline	P0 - Critical	High	System
UC-802	Automated Rate Lock	Data Pipeline	P1 - Important	Medium	System
UC-901	Database Failover Recovery	System Ops	P1 - Important	High	DevOps
UC-902	Audit Trail Forensic Search	System Ops	P1 - Important	Medium	Admin
UC-903	Containerized Deployment (Docker)	Technical Ops	P1 - Important	Medium	DevOps
UC-904	Centralized Observability & Logging	Technical Ops	P1 - Important	Low	Admin
UC-905	MLOps Pipeline (Phase 3)	Intelligence	P2 - Future	High	System

Total Use Cases: 30 covering all MVP & Intelligence functionality

Core Workflow Use Cases¶

UC-001: Complete RFQ-to-Quote Flow¶

Priority: P0 - Critical
Complexity: High
Actor: Estimator

Precondition: Customer sent RFQ via email with part drawings and quantity

Main Success Scenario:

Step	Action	Expected Result
1	Estimator uploads Excel costing template with RFQ details	File uploaded successfully
2	System extracts material specs, BOM, and routing	Data parsed and displayed
3	System calculates costs automatically	All cost components calculated
4	Estimator reviews cost breakdown	Cost details visible with explainability
5	Estimator overrides cycle time based on shop floor expertise	Override accepted, impact shown
6	System recalculates and shows impact	Updated costs displayed
7	Estimator generates quote with 3 margin scenarios	Quote previewed
8	System creates PDF and Excel quote pack	Files generated
9	Estimator sends quote to customer	Quote sent
10	System saves version 1.0	Version saved with timestamp

Alternative Flows:

Flow ID	Condition	Action
3a	Missing material rate	System prompts for manual entry
4a	Cost seems too high	Estimator investigates assumptions
6a	Override rejected	Estimator must provide reason

Postcondition: Quote sent to customer, version saved in system

Performance Target: 15-20 minutes (vs 2-4 hours manually)

Acceptance Criteria: - Complete flow in < 20 minutes - All 6 cost components calculated - At least 1 override applied successfully - PDF + Excel quote generated

UC-002: Rush Quote (High Priority)¶

Priority: P0 - Critical
Complexity: Medium
Actor: Estimator

Business Context: Customer needs quote in 1 hour for urgent project

Flow:

Step	Action	Time Target
1	Estimator uses existing similar part as template	5 min
2	Adjusts quantity and critical dimensions	10 min
3	Accepts default assumptions (no deep validation)	5 min
4	Generates Base margin scenario only	5 min
5	Sends quote within 30 minutes	5 min

Key Requirements:

Requirement	Supported	Notes
Fast template duplication	Yes	Copy from existing quote
Quick overrides without full validation	Yes	Skip validation checks
Single margin scenario option	Yes	Base margin only

Excel Import Use Cases¶

UC-101: Import Standard Costing Template¶

Priority: P0 - Critical
Complexity: Medium
Actor: Estimator

Precondition: Estimator has filled Excel template with part data

Flow:

Step	Action	System Response
1	Click "Upload Costing Sheet"	File dialog opens
2	Select Excel file from computer	File uploading...
3	System validates file structure	Validation in progress
4	System extracts and displays data	Shows Part number, drawing number, Material grade and specs, Operations list with times, Tooling requirements
5	System highlights any missing fields	Warning indicators shown
6	Estimator confirms import	Processing...
7	System creates quote draft	Quote draft created

Success Criteria:

Criterion	Target	Measurement
Data field mapping	100%	All fields mapped correctly
Missing field warnings	All	Warnings shown for empty fields
Import time	< 10 sec	From upload to draft creation

UC-102: Import with Errors¶

Priority: P1 - Important
Complexity: Medium
Actor: Estimator

Flow:

Step	Action	Error Detected
1	Upload Excel file	Processing...
2	System detects errors	Unknown material grade "XYZ123"
2a		Missing cycle time for Operation 3
2b		Negative scrap percentage
3	System shows error report with line numbers	Error details with cell references
4	Estimator fixes issues in Excel	File updated
5	Re-uploads corrected file	Validation passed
6	Import succeeds	Quote draft created

Error Handling:

Feature	Supported	Details
Clear error messages with cell references	Yes	Shows exact Excel cell
Partial import option (skip errored rows)	Yes	Import valid data only
Downloadable error log	Yes	CSV export of errors

UC-103: Import Legacy Excel (Non-Standard Format)¶

Priority: P1 - Important
Complexity: High
Actor: Estimator

Scenario: Factory has been using Excel for 10 years, custom format

Flow:

Step	Action	Result
1	Upload custom Excel	Attempt auto-detection
2	System attempts auto-detection	Fails - format unknown
3	Estimator selects "Manual Field Mapping" mode	Mapping UI opens
4	System shows Excel preview	First 10 rows displayed
5	Estimator maps fields	"Item Code" → Part Number "Material Type" → Material Grade "Time per Piece (min)" → Cycle Time
6	System saves mapping template	Template saved
7	Future uploads use saved mapping	Auto-applied

Key Feature: Excel-first onboarding (differentiation!)

UC-104: Similar Part Geometry Search¶

Priority: P1 - Important
Complexity: High
Actor: Estimator

Scenario: User uploads a part with a new Part Number (e.g., "AX-505"), but the factory has made a similar "Shaft" before.

Flow: 1. Upload: Estimator uploads part details. 2. Geometric Hashing: System analyzes critical dimensions (Diameter, Length, Material). 3. Similarity Detect: System identifies Part #AX-102 as a 90% geometric match. 4. Context Suggestion: Sidebar shows: "Found similar part AX-102. Usual quote: ₹1,100. Should I import its Routing logic?" 5. Selection: Estimator accepts suggeston to save 15 minutes of data entry.

Cost Calculation Use Cases¶

UC-201: Calculate Material Cost¶

Priority: P0 - Critical
Complexity: Low
Actor: System (automated)

Trigger: Material data imported

Calculation Steps:

Step	Action	Value	Source
1	Get material grade	SAE4140	Excel import
2	Look up current RM rate	₹99.5/kg	Material Master (updated 2026-01-20)
3	Get gross weight	2.304 kg	Excel (per drawing)
4	Get net weight	2.0 kg	Excel (finished part)
5	Calculate yield	86.8%	2.0 / 2.304
6	Apply formula	₹263.95	(2.304 × 99.5) / 0.868
7	Save to cost breakdown with assumption tags	Saved	With full traceability

Explainability Output:

Material Cost: ₹263.95
├─ Material: SAE4140 (from Excel)
├─ RM Rate: ₹99.5/kg (current market rate, last updated 2026-01-20)
├─ Gross Weight: 2.304 kg (per drawing)
├─ Net Weight: 2.0 kg (finished part)
├─ Yield: 86.8% (calculated)
└─ Formula: (2.304 × 99.5) / 0.868

Formula: $$ \text{Material Cost} = \frac{\text{Gross Weight} \times \text{RM Rate}}{\text{Yield}} $$

UC-202: Calculate Multi-Operation Cost¶

Priority: P0 - Critical
Complexity: Medium
Actor: System

Input: Routing with 5 operations

Calculation Breakdown:

Operation	Setup Cost	Cycle Cost	Tool Cost	Total	Calculation
Op 1: Cutting	₹0.07	₹14.40	₹0.00	₹14.47	Setup: 0.30h @ ₹120/h ÷ 500pcs Cycle: 0.12h @ ₹120/h
Op 2: Turning	₹0.05	₹72.00	₹0.00	₹72.05	Setup: 0.20h @ ₹120/h ÷ 500pcs Cycle: 0.60h @ ₹120/h
Op 3: Threading	₹0.08	₹137.20	₹2.00	₹139.28	Setup: 0.30h @ ₹140/h ÷ 500pcs Cycle: 0.98h @ ₹140/h Tool: ₹2.00/pc
Op 4: Heat Treat	₹0.04	₹8.00	₹0.00	₹8.04	Setup: 0.10h @ ₹100/h ÷ 500pcs Cycle: 0.08h @ ₹100/h
Op 5: Coating	₹0.06	₹4.55	₹0.00	₹4.61	Setup: 0.15h @ ₹80/h ÷ 500pcs Cycle: 0.06h @ ₹80/h
Total	₹0.30	₹236.15	₹2.00	₹238.45

Key Feature: Operations-first model (differentiation!)

UC-203: Apply Cascading Scrap¶

Priority: P0 - Critical
Complexity: Medium
Actor: System

Scenario: Need 1000 finished pieces, scrap at each stage

Cascading Calculation:

Stage	Scrap %	Required Qty	Calculation
Final Output	-	1000 pcs	Target quantity
Material Stage	5%	1053 pcs	1000 / 0.95
Operation 1	3%	1085 pcs	1053 / 0.97
Operation 2	2%	1107 pcs	1085 / 0.98
Raw Material Start	-	1107 pcs	+10.7% total

Cost Impact:

Component	Impact	Notes
Material cost	+10.7%	Purchase 1107 instead of 1000
Tracked in explainability	Yes	Full scrap traceability

Explainability Use Cases¶

UC-301: Drill Down on Cost Line¶

Priority: P0 - Critical
Complexity: Medium
Actor: Estimator

Scenario: Customer questions why material cost is ₹264

Flow:

Step	Action	Display
1	Estimator clicks on "Material Cost: ₹263.95"	Cost line highlighted
2	System shows popup	Material Cost Breakdown Source Data: ✓ Material Grade: SAE4140 (from Excel cell B7) ✓ Gross Weight: 2.304 kg (from Excel cell D13) ✓ RM Rate: ₹99.5/kg (from Material Master) Calculation: (Gross Weight × RM Rate) / Yield % = (2.304 × 99.5) / 0.868 = ₹263.95 Assumptions: • Yield: 86.8% (calculated from gross/net) • RM Rate: Current market rate (updated 2026-01-20) • No scrap surcharge applied [Override RM Rate] [Override Yield %]
3	Estimator screenshots this for customer	Screenshot taken
4	Customer satisfied with transparency	Accepted

Key Feature: Explainable + defensible (differentiation!)

UC-302: Compare Two Versions¶

Priority: P1 - Important
Complexity: Medium
Actor: Estimator

Scenario: Customer asks "Why did quote go up from v1.0 to v1.1?"

Flow:

Step	Action	Result
1	Open quote, select "Compare Versions"	Version selector shown
2	Choose v1.0 vs v1.1	Loading comparison...
3	System shows diff	Detailed changes displayed
4	Estimator forwards comparison to customer with context	Email sent

Diff Display:

Cost Component	v1.0	v1.1	Change	Reason
Material Cost	₹229.22	₹263.95	+₹34.73 (+15.1%)	RM Rate: ₹89.5/kg → ₹99.5/kg "RM price increase from supplier"
Op 3: Threading	₹125.00	₹139.28	+₹14.28 (+11.4%)	Cycle: 0.85h → 0.98h "Revised time after trial run"
Total Impact			+₹49.01 (+9.3%)

UC-303: Benchmark against History¶

Priority: P1 - Important
Complexity: Medium
Actor: Estimator

Scenario: Estimator identifies a new "Cost to Quote" of ₹950, but remembers charging ₹1,100 previously.

Main Success Scenario:

Step	Action	System Response
1	Estimator begins costing for Part #AX-102	System identifies historical quotes for the same or similar part number.
2	System displays "History Sidebar"	Shows: "Last Quoted: ₹1,100 (v2.0, 2025-11-15)".
3	Estimator completes the 950 estimate	System calculates variance: -₹150 (-13.6%).
4	System highlights "Significant Variance Detected"	UI shows a comparison bar: [Historical: 1,100] vs [Current: 950].
5	Estimator clicks "Analyze Variance"	System pulls price-buildup from both versions to highlight delta (e.g., "Steel Rate was ₹110, now ₹98").
6	Estimator confirms the new price as defensible	Variance note saved to audit log.

Key Feature: Prevents "Price Drift" by surfacing historical context during active estimation.

UC-304: Low-Margin Approval Workflow¶

Priority: P0 - Critical
Complexity: Medium
Actor: Manager

Scenario: Estimator sets price to ₹950 (8% margin), which is below the "Aggressive" floor of 15%.

Flow: 1. Floor Check: System flags the 8% margin as "High Risk". 2. Restriction: "Publish Quote" button is disabled. 3. Request: Estimator clicks "Request Approval" and adds note: "Matching competitor price for strategic entry." 4. Notification: Sales Manager receives an app/email alert. 5. Action: Manager reviews the cost buildup (UC-301) and historical benchmark (UC-303). 6. Decision: Click "Approve". 7. Resolution: Quote button enabled; timestamped approval added to audit log (UC-902).

Versioning Use Cases¶

UC-401: Customer Requests Quantity Change¶

Priority: P1 - Important
Complexity: Low
Actor: Estimator

Flow:

Step	Action	Result
1	Customer emails: "Please requote for 2000 pcs instead of 500"	Request received
2	Estimator opens quote v1.0	Quote loaded
3	Clicks "Create New Version"	Version dialog opens
4	Changes quantity: 500 → 2000	Recalculating...
5	System recalculates	Setup costs amortized over 2000 pcs (lower per-piece) Total cost per piece drops from ₹529 to ₹487
6	Estimator adds note: "Qty change: 500 → 2000 pcs"	Note saved
7	Saves as v2.0	Version created
8	Generates new quote	Quote ready

Key Insight: Batch economics automatically calculated

UC-402: Material Price Increase¶

Priority: P1 - Important
Complexity: Medium
Actor: Admin

Scenario: Steel prices increased 12% across the board

Flow:

Step	Action	Impact
1	Admin updates Material Master: SAE4140: ₹89.5/kg → ₹99.5/kg Effective date: 2026-01-24	Rate updated
2	System flags 47 open quotes using SAE4140	Affected quotes identified
3	Admin selects "Bulk Update Affected Quotes"	Batch process started
4	For each quote: Create new version (v1.1, v1.2, etc.) Recalculate with new rate Add note: "RM price update (12% increase)"	47 versions created
5	Estimators review and approve changes	Changes reviewed
6	Updated quotes sent to customers	Quotes sent

Governance: Price changes auditable, traceable to source

Output Use Cases¶

UC-501: Generate Standard Quote¶

Priority: P0 - Critical
Complexity: Medium
Actor: Estimator

Output Requirements: - Professional PDF for customer - Detailed Excel for internal review

PDF Quote Structure:

Section	Content
Header	Company Logo, Quote #Q-2026-0042, Date: 2026-01-24, Valid Until: 2026-02-24
Customer Info	Customer: ABC Manufacturing Part: Receiver Housing (Drawing #RH-2024-05)
Pricing Scenarios	Base (25%): 1000 pcs @ ₹661.50 = ₹661,500 Aggressive (15%): 1000 pcs @ ₹608.00 = ₹608,000 Safe (35%): 1000 pcs @ ₹714.50 = ₹714,500
Terms	Payment Terms: Net 30 Delivery: 6-8 weeks ARO Tooling: Included in piece price
Technical Specs	Material: SAE4140 Steel, 21mm diameter Processes: Cut, Turn, Thread, Heat Treat, Coat Quality: As per drawing specifications

Excel Breakdown Structure:

Sheet	Content
Sheet 1: Summary	Same as PDF
Sheet 2: Detailed Cost Breakdown	Material costs Each operation with time/rate Tooling costs Overheads Scrap factors
Sheet 3: Assumptions & Notes	Manual overrides with justifications Critical assumptions Customer-specific notes

UC-502: Quote for Tender Submission¶

Priority: P1 - Important
Complexity: Low
Actor: Estimator

Scenario: Government tender requires specific format

Flow:

Step	Action	Output
1	Generate standard quote	PDF + Excel created
2	Export cost data to tender template (Excel)	Data exported
3	Fill required fields	GST breakdown Make in India certification Delivery schedule
4	Upload to tender portal	Submitted
5	Keep CostEngine version for future reference	Version saved

Feature: Export to custom templates

Edge Cases & Error Handling¶

UC-601: Missing Critical Data¶

Priority: P1 - Important
Complexity: Low
Actor: System

Scenario: Excel uploaded without material grade

Flow:

Step	System Action	User Action	UI/UX Feedback
1	System detects missing material grade	-	Red Highlight on field B7 in the Excel preview table.
2	Halts import, shows error	-	Toast Notification: "Incomplete Data". A modal slides in showing the missing field.
3	-	Estimator enters "SAE4140"	Field turns from Red to White with a checkmark ✅.
4	Import resumes	Click "Continue"	Background processing indicator shown.

UC-602: Unrealistic Values¶

Priority: P1 - Important
Complexity: Medium
Actor: System

Scenario: Typo in Excel: Cycle time = 100 hours (should be 1.0)

Flow:

Step	System Action	Detection	UI/UX Feedback
1	System calculates operation cost = ₹12,000	Calculation complete	Total cost bar turns Orange (Suspicious value).
2	Validation rule triggers	Cycle > 24 hrs	Inline Warning Icon ⚠️ next to the Turning Cycle row.
3	Warning shown	Popup triggered	Tooltip: "Value is 10x higher than peer parts."
4	Estimator clicks "Fix"	Value updated	Value turns Green briefly to confirm change.
5	System recalculates	Cost: ₹120/piece	Dashboard totals update in real-time with smooth animation.

Safety: Catch data entry errors before bad quotes

UC-603: System-Wide UI Validation Patterns¶

Priority: P1 - Important
Category: UX/UI Hygiene

Standard system behaviors for input and feedback:

Scenario	UI Pattern	Behavior
Mandatory Field	Asterisk (*)	Field label includes a red asterisk. Submit is disabled until filled.
Logic Conflict	Error Bar	If Net Weight > Gross Weight, show a persistent red header: "Physical Inconsistency Detected."
Manual Override	Yellow Highlight	Any cell carrying a manual override must have a yellow background to distinguish from calculated values.
Unsaved Changes	Form Guard	Prompt "Unsaved Changes" if the user attempts to navigate away during an edit.
Calculation Delay	Skeleton Load	Show shimmering placeholder states if background calculations take > 200ms.

Integration Use Cases¶

UC-701: Sync with Tally ERP¶

Priority: P2 - Future
Complexity: High
Actor: Admin (scheduled job)

Flow:

Time	Action	Result
2:00 AM	Nightly job runs	Job started
2:01 AM	System queries CostEngine for won quotes	12 won quotes found
2:02 AM	For each won quote: Create customer order in Tally Transfer BOM and quantities Set pricing from quote	Orders created
2:05 AM	System logs sync status	Log updated
8:00 AM	Morning report shows 12 quotes synced	Report available

Integration Point: REST API to Tally

UC-702: Email Integration¶

Priority: P2 - Future
Complexity: Low
Actor: Estimator

Flow:

Step	Action	Pre-filled Data
1	Generate quote PDF	PDF created
2	Click "Email Quote"	Email compose opens
3	System pre-fills	To: customer email (from RFQ) Subject: "Quote #Q-2026-0042 for Receiver Housing" Body: Professional template Attachment: PDF + Excel
4	Estimator reviews and sends	Email sent
5	System tracks	"Quote sent on 2026-01-24 10:30 AM"

Technical Use Cases (Pipeline & Ops)¶

UC-801: Incremental Excel Sync¶

Actor: Background Job (Temporal/Node.js)

Ensures that large Excel files don't bog down the UI and that only changed data creates new database versions.

Checksum Generation: System hashes the incoming Excel file/sheet.
Comparison: Compares with the hash of the last v-current.
Diff Engine: If hashes differ, identifies which specific rows (Operations) or clusters (Material) have changed.
Async Load: UI shows "Importing in progress (75%)" while the background worker processes the diff.
Completion: User receives a toast: "Sync complete. 2 Operations updated, Material cost unchanged."

UC-802: Automated Rate Lock¶

Actor: System

Ensures that once a quote is "Published", changing a global Raw Material rate doesn't break historical data.

Publish Trigger: Estimator marks quote as "Final".
Snapshot: System copies the current global Material Rate and MHR into the quote_item record.
Decoupling: The quote now references its internal snapshot, not the global Master.
Verification: Admin updates Steel Rate. Quote remains at the old rate unless the estimator explicitly chooses to "Upgrade Version".

UC-901: Database Failover Recovery¶

Actor: DevOps / Infrastructure

Standard Operating Procedure (SOP) for when the primary database becomes unresponsive.

Detection: Monitoring system triggers an alert (Avg Latency > 2s).
Traffic Halt: Load balancer returns 503 "Maintenance Underway".
Failover: Promote Read Replica to Primary status.
Verification: Run SELECT count(*) FROM quotes to ensure zero data loss from the last 1-hour window (matching RPO).
Recovery: Restore traffic and notify Admin of the failover event.

UC-902: Audit Trail Forensic Search¶

Actor: Admin

Tracking down "who changed what" when a customer disputes a quote from 6 months ago.

Search Params: Admin enters part_number = "Y" and date range.
Log Retrieval: System pulls all audit_logs where target_id matches the part.
Timeline View: Displays a chronological list of:
- [Jan 10]: User A changed MHR from 200 to 220.
- [Jan 12]: User B overrode Steel Rate to 65.00 with reason "Special Supplier offer".
Export: Admin exports this as a PDF "Traceability Report" to show the customer why the price changed mid-project.

UC-903: Containerized Deployment (Docker)¶

Actor: DevOps

Ensures the application runs identically in local dev, staging, and production environments.

Containerization: Packaging of the FastAPI backend, Next.js frontend, and Celery workers into industry-standard Docker images.
Orchestration: Use of docker-compose for local testing and Cloudflare/Cloud Run for production.
Reproducibility: Ability to spin up a fresh testing environment in < 5 minutes for trial-run simulations.

UC-904: Centralized Observability & Logging¶

Actor: Admin / Developer

Consolidating logs from the API, Database, and Background workers into a single pane of glass.

Unified Logging: Implementation of structured (JSON) logging across all microservices.
Alerting: Integration with Sentry/ELK for high-severity error alerting.
Telemetry: Tracking system health metrics (API latency, worker queue depth) to prevent downtime.

UC-905: MLOps Pipeline (Phase 3)¶

Actor: System / Data Science

Lifecycle management for the AI agents and Price Prediction models.

Model Training: Automated retraining of RM rate forecasting models as new market data arrives.
Version Control: Tracking which version of an LLM or Embedding model produced a specific agentic suggestion.
Evaluation: Continuous monitoring of Agentic "Helpfulness" vs. Human overrides.

Use Case Testing Matrix¶

Use Case	Manual Test	Automated Test	User Acceptance	Priority
UC-001	Required	E2E test	5 real RFQs	P0
UC-002	Required	Integration	3 rush scenarios	P0
UC-101	Required	Unit test	3 templates	P0
UC-102	Required	Unit test	Error scenarios	P1
UC-103	Required	Manual	Legacy formats	P1
UC-201	Spot check	Unit test	N/A	P0
UC-202	Spot check	Unit test	Multi-op routing	P0
UC-203	Spot check	Unit test	Scrap scenarios	P0
UC-301	Required	Manual	Customer demo	P0
UC-302	Required	Integration	Version test	P1
UC-401	Required	Integration	Qty changes	P1
UC-402	Required	Integration	Bulk updates	P1
UC-501	Required	Output test	Quote review	P0
UC-502	Required	Manual	Tender format	P1
UC-601	Required	Unit test	Missing data	P1
UC-602	Required	Unit test	Validation	P1
UC-701	Manual	Integration	ERP sync	P2
UC-702	Required	Integration	Email send	P2
UC-801	Required	Pipeline test	Sync logic	P0
UC-802	Required	Unit test	Snapshot lock	P1
UC-901	Manual	Chaos Test	Failover SOP	P1
UC-902	Required	Manual	Forensic search	P1
UC-903	Required	Unit Test	Docker Build	P1
UC-904	Required	Integration	Sentry Logs	P1
UC-905	Manual	Sandbox	Model Version	P2

Detailed Use Case Estimates → - Granular effort estimates for implementation
Modular Blocks → - Architecture building blocks
Core Workflows → - Detailed process flows
MVP Scope → - Feature specifications

Use Cases & User Stories¶

Summary Table¶

Core Workflow Use Cases¶

UC-001: Complete RFQ-to-Quote Flow¶

UC-002: Rush Quote (High Priority)¶

Excel Import Use Cases¶

UC-101: Import Standard Costing Template¶

UC-102: Import with Errors¶

UC-103: Import Legacy Excel (Non-Standard Format)¶

UC-104: Similar Part Geometry Search¶

Cost Calculation Use Cases¶

UC-201: Calculate Material Cost¶

UC-202: Calculate Multi-Operation Cost¶

UC-203: Apply Cascading Scrap¶

Explainability Use Cases¶

UC-301: Drill Down on Cost Line¶

UC-302: Compare Two Versions¶

UC-303: Benchmark against History¶

UC-304: Low-Margin Approval Workflow¶

Versioning Use Cases¶

UC-401: Customer Requests Quantity Change¶

UC-402: Material Price Increase¶

Output Use Cases¶

UC-501: Generate Standard Quote¶

UC-502: Quote for Tender Submission¶

Edge Cases & Error Handling¶

UC-601: Missing Critical Data¶

UC-602: Unrealistic Values¶

UC-603: System-Wide UI Validation Patterns¶

Integration Use Cases¶

UC-701: Sync with Tally ERP¶

UC-702: Email Integration¶

Technical Use Cases (Pipeline & Ops)¶

UC-801: Incremental Excel Sync¶

UC-802: Automated Rate Lock¶

UC-901: Database Failover Recovery¶

UC-902: Audit Trail Forensic Search¶

UC-903: Containerized Deployment (Docker)¶

UC-904: Centralized Observability & Logging¶

UC-905: MLOps Pipeline (Phase 3)¶

Use Case Testing Matrix¶

Related Documentation¶