Document Details

Purpose

This analysis identifies the operators, planners, inventory users, reviewers, and administrators affected by the platform and summarizes their needs and responsibilities.

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Stakeholders

Stakeholder Map

Stakeholder / Actor Evidence-Based Role Needs Evidence Quality Evidence
Recipe author / standard user Creates recipes, views My Recipes, receives returned-to-submitter notes. Simple authoring, duplicate handling, clear revision feedback, personal recipe scope. Observed src/services/mock_auth_service.py; src/services/workflow_service.py; tests/test_my_recipes.py
Reviewer Reviews submitted/reviewed/analyzed items and controls go-live. Workflow portal, status summaries, required reasons, advanced workflow visibility. Observed src/services/workflow_service.py; src/services/policy_service.py; route tests
Dietitian Analyzes approved items before live release. Nutrition authority fields and workflow handoff. Observed src/services/workflow_service.py; src/services/policy_service.py; tests/test_policy_service.py
Admin / super user Broad workflow access and administrative override capability. Complete workflow visibility and management controls. Observed src/config/roles.py; src/services/workflow_service.py
Menu planner Builds dated menu cycles and assigns live items. Efficient planning grid, copy/paste/clear workflows, print views. Observed src/services/menu_service.py; webpage/templates/menu_detail.html; tests
Production manager Forecasts production and reviews production records/history. Forecasting controls, production summaries, variance reporting, posted facts. Observed src/services/menu_forecast_service.py; src/services/production_record_service.py
Floor operator Records actual production and end-service outcomes. Simple quantity entry, reason/notes, printable production record. Inferred Production Record UI/services imply floor use; no direct stakeholder statement.
Inventory user Counts locations, reviews usage and planning, links invoice lines, places items. Fast dashboard, count pages, planning, catalog review, invoice review, substitute choices. Observed docs/agent_context/inventory.md; inventory services/templates/tests
Purchasing or vendor manager Maintains vendor/category preferences and reviews vendor source data. Vendor-specific item/source mapping, cutoff windows, catalog history. Inferred Ordering preferences and invoice/vendor tables imply role; no explicit role exists.
Finance/accounting Future consumer of invoice, cost, receiving, and inventory period data. Reliable accounting boundaries and cost facts. Inferred Docs explicitly defer accounting/finalization and note future costing bridge.
Analyst / analytics consumer Future consumer of posted production facts, inventory, usage, purchasing, and cost contracts. Stable versioned contracts and trustworthy historical data. Observed/Inferred README.md; posted facts service; Analytics route is deferred.
Vendor systems Possible future source of API invoices/catalog data. Import contracts and vendor item identity mapping. Inferred Schema supports vendor_api; docs list API/CSV/PDF/email sources.

Stakeholder Concerns

  • Observed: Kitchen-facing users need responsive pages; heavy planning calculations are moved off /inventory to /inventory/planning.
  • Observed: Inventory users should not be forced to review every Recipe Collection base food; catalog review is demand-driven.
  • Observed: Production managers need operational memory from drafts and posted facts, but downstream consumers should rely on posted records.
  • Inferred: Purchasing stakeholders need stronger item-level vendor resolution because category-level vendor preferences are too broad for split vendors.
  • Inferred: Finance stakeholders will need clean separation between operational counts, invoice placement, receiving, and accounting periods.

BA Alignment

  • Activity areas: Elicit and collaborate; plan and monitor analysis work.
  • Techniques used: Stakeholder analysis, document analysis, role/permission analysis.

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