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Purpose

This analysis explains the activities, states, handoffs, dependencies, pain points, and controls across the platform’s operational workflows.

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Workflow Analysis

Workflow States

Item Workflow

State Meaning Entry Exit Evidence Quality
submitted Item is ready for reviewer intake or returned to submitter. Item creation or return actions. Reviewed, rejected, or resubmitted. Observed
reviewed Reviewer has completed first review. Reviewer/admin action. Approved, submitted, or rejected. Observed
approved Ready for dietitian analysis. Reviewer/admin approval. Analyzed, reviewed, or rejected. Observed
analyzed Dietitian completed analysis. Dietitian/admin action. Live or rejected. Observed
live Item can be used downstream. Reviewer/admin go-live. No current non-admin retirement path identified. Observed
rejected Item was rejected. Reviewer/dietitian/admin rejection. Admin may view; reactivation path not clearly documented. Observed/Unknown

Evidence: src/config/statuses.py, src/services/workflow_service.py, tests/test_workflow.py.

Menu / Forecast / Production States

  • Observed: Menu status values are draft, active, and archived, but implementation evidence is stronger around menu creation/editing/deletion and slot operations than around status transitions.
  • Observed: Forecasts are stored per menu assignment and can preserve values through slot assignment updates.
  • Observed: Production records have draft/current operating state and a posted/locked state; posted facts exclude drafts.
  • Inferred: Menu status lifecycle may need more explicit business definition before production rollout.

Inventory / Invoice States

  • Observed: Inventory locations and count rows use active/inactive behavior.
  • Observed: Inventory matches can be active, review needed, rejected, or inactive.
  • Observed: Catalog substitutes can be active, review needed, or inactive.
  • Observed: Vendor invoices can be staged, reviewed, or voided; invoice lines can be matched, unmatched, review needed, or ignored.
  • Inferred: Invoice reviewed and voided states need user-facing transition definitions beyond current staging/review operations.

Cross-Workflow Failure Paths

Failure / Alternate Path Current Behavior Evidence Quality Business Impact
Recipe lacks required data Validation blocks creation/update or go-live. Observed Protects downstream menu/forecast/inventory quality.
Unsupported unit conversion Scaling/usage services return structured warnings instead of silent conversion. Observed Prevents false production or inventory quantities.
Non-live item assigned to menu Service rejects assignment. Observed Keeps menus production-ready.
Forecast not set Production summary can warn or render unforecasted base-food lines. Observed Preserves production visibility while highlighting incomplete planning.
Production line not recorded Posting requires recorded lines. Observed Reduces accidental posted facts.
Inventory needs cannot convert Planning shows conversion review rows. Observed Keeps questionable shortages from becoming automatic orders.
Invoice line unmatched Review surface allows manual linking and placement. Observed Moves matching into operator review instead of silent ingestion.

BA Alignment

  • Activity areas: Analyze requirements and define design options; evaluate solution.
  • Techniques used: Workflow analysis, state modeling, exception analysis, document analysis.

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