# Me ERP MVP

## One-Line MVP

A multi-company finance operations workspace where each company can invite staff, control permissions, manage suppliers/customers, allocate supplier bank accounts to customer payments, and track payment status with reports.

## Target Users

- Small and mid-size companies with finance teams
- Companies that collect money from customers into supplier or partner accounts
- Teams currently using Excel, Google Sheets, local files, or chat messages for payment coordination

## Core Jobs

1. A company owner creates a company workspace.
2. The owner invites finance staff.
3. Staff add suppliers and supplier bank accounts.
4. Staff add customers.
5. A finance user allocates part of a supplier account capacity to a customer.
6. Another user registers whether the customer paid fully, partially, overpaid, or cancelled.
7. Managers see reports and export documents.

## MVP Screens

1. **Login**
   - Shared Me account login
   - Redirect back to ERP after auth

2. **Company Switcher**
   - List companies the user belongs to
   - Create new company
   - Select active company

3. **Dashboard**
   - Total supplier claims
   - Allocated amount
   - Paid amount
   - Remaining capacity
   - Pending allocations
   - Overpaid/discrepancy alerts

4. **Customers**
   - Add/edit customers
   - Search and filter
   - View customer allocations

5. **Suppliers**
   - Add/edit suppliers
   - Add supplier bank accounts
   - Track claim amount and available capacity

6. **Allocations**
   - Select customer
   - Select supplier account
   - Enter requested amount
   - Validate remaining capacity
   - Register notes and due date

7. **Payments**
   - Register full payment
   - Register partial payment and keep/cancel remaining amount
   - Register overpayment as discrepancy
   - Upload receipt later

8. **Reports**
   - Supplier statement
   - Customer statement
   - Pending payments
   - Overpayment report
   - PDF/ZIP/Excel exports

9. **Team and Access**
   - Invite employee
   - Assign role
   - Disable access
   - View audit log

## MVP Success Criteria

- A real company can stop using the local Shoa app for this workflow.
- At least two employees can work in one company workspace with different access levels.
- A user from one company cannot see another company's data.
- Managers can export supplier/customer reports.
- Every create/update/delete action is audit logged.

## Build Order

1. Company, user, membership, roles
2. Customers and suppliers
3. Supplier bank accounts and claim capacity
4. Allocations
5. Payment registration states
6. Reports and exports
7. Audit log
8. Invite flow and permission polishing