View source for Webshop-11-Feature-Plan-System-Builder

= 11 - Feature Plan: System Builder =

'''Parent:''' [Webshop-Index Webshop Index]  
'''Previous:''' [Webshop-10-Feature-Gap-Cart-Discounts 10 - Feature Gap: Cart Discounts]  
'''Next:''' [Webshop-12-Staging-Sandbox-Deployment 12 - Staging Sandbox Deployment]  
'''Source:''' [https://github.com/Comfac-Global-Group/comfac-webshop/wiki/11-Feature-Plan-System-Builder Comfac Webshop Wiki - Chapter 11]

'''Status:''' 🔴 Not Implemented | '''Priority:''' High

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== Vision ==

A configurable product builder where customers can assemble multi-component systems (servers, desktops, maker kits, open-source hardware platforms) from a template of compatible components, with real-time pricing, compatibility enforcement, and the ability to save/load configurations.

== Use Cases ==

1. '''Server Builder''' - Customer selects: chassis, CPU, RAM (qty/type), storage (multiple drives), NIC, PSU, OS
2. '''Desktop Builder''' - Case, motherboard, CPU, GPU, RAM, storage, PSU, peripherals
3. '''Maker Kit Builder''' - Board (RPi, Arduino, etc.), sensors, actuators, enclosure, power supply
4. '''Future platforms''' - Any multi-component configurable product

== New DocTypes Needed ==

=== System Builder Template ===

- Name, description, image
- Category (Server, Desktop, Maker Kit, etc.)
- Child table: '''Component Slots'''
  - Slot name (e.g., "CPU", "RAM", "Storage Bay 1")
  - Required (yes/no)
  - Min/Max quantity
  - Allowed Item Group or explicit item list
  - Default selection (if any)

=== Compatibility Rule ===

- Rule name
- Rule type: "Requires", "Excludes", "Max Qty", "Min Qty"
- Source slot + attribute/item filter
- Target slot + attribute/item filter
- Error message

=== Saved Configuration ===

- User (Customer)
- Template reference
- Name (user-defined)
- Child table: selected items per slot
- Total price, status (draft/shared/ordered)

== Integration with Existing Variant System ==

Each component slot can reference:

- An '''Item Group''' (e.g., "DDR5 RAM")
- A '''Template Item''' (using variant attributes for selection)
- Specific '''Item''' codes

The existing <code>variant_selector/utils.py</code> logic for filtering valid combinations can be reused within each slot.

== Compatibility Engine ==

<pre>
For each user selection:
  1. Check all Compatibility Rules
  2. Filter available options in other slots
  3. Return: valid_options, warnings, errors

Example rules:
  - CPU Socket LGA1700 REQUIRES Motherboard Socket LGA1700
  - RAM Type DDR5 EXCLUDES Motherboard Type DDR4
  - Total PSU Load <= PSU Wattage
  - Max 4 RAM sticks if Motherboard RAM Slots = 4
<pre>

== Pricing ==

- Each component priced individually from Price List
- Bundle Pricing Rules can apply (e.g., "10% off complete system")
- Show per-component price + total system price
- Discounts visible per-component and total savings

== Cart Integration ==

When "Add System to Cart":

- Create a '''Product Bundle''' or '''Packed Item''' approach
- Add all components as Quotation Items, linked as a group
- Or: create a single "System" line item with packed items detail

== UI Flow ==

<pre>
1. Choose Template (e.g., "1U Rack Server")
2. For each slot:
   - Browse/filter compatible components
   - See price, availability, specs
   - Select and configure (qty, variant attributes)
3. Real-time:
   - Compatibility checks
   - Running total
   - Power budget / capacity warnings
4. Save Configuration (optional)
5. Add to Cart
<pre>

== Implementation Phases ==

=== Phase 1: Foundation ===

- Create System Builder Template DocType
- Create Component Slot child table
- Basic UI: template selection, slot browsing
- Simple "add all to cart" (no compatibility engine yet)

=== Phase 2: Compatibility ===

- Create Compatibility Rule DocType
- Build rule evaluation engine
- Real-time filtering of valid options
- Warning/error display

=== Phase 3: Save & Share ===

- Saved Configuration DocType
- User dashboard for saved configs
- Share via URL
- Load/clone/modify

=== Phase 4: Advanced ===

- Power/thermal budget calculation
- AI-assisted recommendations
- Preset "popular configurations"
- Comparison between configurations
- Integration with BOM for manufacturing

== Technical Challenges ==

1. '''Performance''': Evaluating compatibility across many items/rules in real-time
2. '''Attribute mapping''': Different items have different attributes; need a normalized way to express compatibility
3. '''Cart representation''': How to group system components in a Quotation
4. '''Pricing complexity''': Component discounts + bundle discounts + system-level pricing rules
5. '''Stock''': All components must be available simultaneously

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'''Navigation:''' [Webshop-Index Webshop Index] | [Webshop-10-Feature-Gap-Cart-Discounts Previous: 10 - Cart Discounts] | [Webshop-12-Staging-Sandbox-Deployment Next: 12 - Staging Sandbox]