Feature Map
Complete catalog of functionality available in TheCompanyApp, organized by module.
Inventory Management
Item Management
✅ Create inventory items with comprehensive details
Item code/SKU
Name and description
Stock quantity and threshold
Unit cost and currency
Category/type classification
Manufacturer and supplier info
✅ Barcode/QR code scanning for quick lookup
✅ Product image attachment with optimization
✅ Serial number tracking for individual units
✅ Batch import from Excel (.xlsx format)
✅ Custom fields (warranty info, customs data, expiration date)
✅ Stock level alerts when below threshold
✅ Measurement units (pieces, kg, liters, etc.)
Stock Operations
✅ Stock adjustments (add/remove quantity)
✅ Stock transfers between warehouse locations
✅ Borrowing/lending tracking with return dates
✅ Item flagging for attention
✅ Out-of-stock status tracking
✅ Item condition tracking (new, refurbished, damaged)
Inventory Transactions
✅ Transaction history per item
✅ Transaction types: Purchase, Sale, Return, Adjustment, Transfer
✅ Transaction notes and reason codes
✅ Auto-stock calculation based on transactions
✅ Transaction audit trail with timestamps
Categories & Organization
✅ Custom inventory types/categories
✅ Tag-based categorization
✅ Location/zone assignment
✅ Search and filter by multiple criteria
Order Management
Order Creation & Processing
✅ Create sales orders with multi-item line entries
✅ Order status workflow:
Draft → Submitted → In Progress → Invoiced → Shipped → Paid → Closed
✅ Customer information capture
✅ Billing and shipping address management
✅ Order notes and internal comments
✅ Discount and tax calculation
✅ Partial payment tracking
✅ Order archiving
Order Details
✅ Multiple line items per order
✅ Quantity and unit cost per item
✅ Automatic total calculation
✅ Currency selection
✅ Order source tracking (web, phone, walk-in)
✅ Salesperson/agent assignment
✅ CRM activity linking
✅ ERP fulfillment ID integration
Invoice Management
✅ Invoice generation from orders
✅ Invoice item tracking separate from main inventory
✅ Dispatch status per invoice item
✅ Invoice ID and reference numbers
Payment Tracking
✅ Payment records linked to orders
✅ Payment method (cash, card, transfer, check)
✅ Payment institution/bank details
✅ Payment reference numbers
✅ Partial and full payment support
✅ Payment date tracking
✅ Payment notes
Dispatch & Logistics
Dispatch Management
✅ Create dispatch records from orders
✅ Delivery method selection (courier, hand delivery, collection)
✅ Tracking number assignment
✅ Courier/carrier selection and naming
✅ Collection details (collector name, contact, type)
✅ Dispatch address with full details (street, city, state, postal code, country)
✅ Expected delivery and return dates
✅ Return needed flag with reason tracking
Dispatch Workflow
✅ Progress conditions: Pending → Dispatched → Delivered → Returned
✅ Shipping, dispatch, and delivery date tracking
✅ Return date and reason capture
✅ Defect/damage reporting
✅ Related dispatch linking (for returns)
✅ Bulk dispatch creation
Dispatch Items
✅ Item quantity per dispatch
✅ Serial number tracking per dispatched item
✅ Staff assignment for dispatch handling
✅ Customer and company name on dispatch
Task Management
Task Assignment
✅ Create tasks for team members
✅ Staff assignment by ID and name
✅ Task types (order fulfillment, dispatch, inventory check)
✅ Progress tracking (pending, in progress, complete)
✅ Due date setting
✅ Task flagging for priority
Task Details
✅ Related order/dispatch linking
✅ Item and quantity information
✅ Customer name reference
✅ Delivery method context
✅ Tracking number reference
✅ Multi-user read status (
openedByUserIDs)
Task Workflow
✅ Bulk dispatch task creation
✅ Task completion marking
✅ Task filtering by status and assignee
✅ Pending task summary view
Contacts Management
Contact Records
✅ Create customer and supplier contacts
✅ Contact code/ID system
✅ Company name and contact person
✅ Full address management
✅ Email and phone contact info
✅ Fax number (for legacy systems)
✅ Contact type classification
Contact Details
✅ Service history tracking
✅ Installed equipment records
✅ Parts supplied tracking
✅ Security/access notes
✅ General description field
✅ Creator attribution
Warehouse Management
Storage Structure
✅ Warehouse definition with codes
✅ Capacity tracking (total and used)
✅ Physical organization:
Racking systems
Stacks
Lanes
✅ Compact storage flag
✅ Warehouse symbols/icons
✅ Multiple warehouses per company
Location Management
✅ Location codes for inventory items
✅ Zone-based organization
✅ Capacity monitoring
User Management & Access Control
User Credentials
✅ UserPass system for company-level authentication
✅ Username and password per company
✅ Email address capture
✅ User profile image
✅ Super user flag for elevated permissions
✅ Credentials stored in private database only
Access Control
✅ User identification by UUID
✅ Company ownership tracking
✅ Department-based permissions (bitmask)
✅ Manager-level permissions (bitmask)
✅ Display name for UI presentation
✅ Access creation timestamp
Team Collaboration
✅ CloudKit sharing for multi-user companies
✅ Participant invitation via share links
✅ Owner and participant role distinction
✅ Real-time data sync across team devices
✅ Participant management UI
Department & Organization
Department Structure
✅ Department creation with unique IDs
✅ Hierarchical structure (parent-child relationships)
✅ Department activation/deactivation
✅ Department naming
✅ Company-scoped departments
Assignments
✅ User assignment to departments
✅ Role assignment within company
✅ Assignment status tracking
✅ Creation timestamp
Audit & Tracking
Audit Trail
✅ Inventory change auditing
✅ Old and new quantity tracking
✅ Item code and name capture
✅ Serial number tracking
✅ Timestamp of changes
✅ Company-scoped audit logs
Deleted Items
✅ Soft delete tracking
✅ Deleted item preservation
✅ Deletion timestamp
✅ User attribution for deletions
✅ Company-scoped deletion logs
Notifications
Notification Types
✅ Order events
✅ Invoice changes
✅ Payment received
✅ Dispatch updates
✅ Low stock alerts
✅ Task assignments
✅ Overdue items
✅ Team member changes
✅ Contact updates
Notification Features
✅ User preference toggles per notification type
✅ Permission request flow
✅ Foreground and background notifications
✅ Rich notification content with action buttons
✅ Notification scheduling (immediate and delayed)
Data Management
CloudKit Sync
✅ Automatic sync to iCloud Private Database (owned companies)
✅ Automatic sync to iCloud Shared Database (shared companies)
✅ Background sync without blocking UI
✅ Conflict resolution via merge policies
✅ Remote change notifications
✅ Schema initialization in debug mode
Import/Export
✅ Excel (.xlsx) import for inventory
✅ Column mapping interface
✅ Import validation and preview
✅ Future: Export functionality
Data Isolation
✅ Company-scoped queries throughout app
✅ Store-aware object creation
✅ Share enlistment for new data
✅ Proper store assignment (private vs shared)
UI/UX Features
Interface
✅ SwiftUI-based modern interface
✅ iPad split-view with master-detail layout
✅ iPhone optimized single-pane navigation
✅ Dark mode support
✅ Adaptive layouts for different screen sizes
Navigation
✅ Tab-based main navigation
✅ Company selector with quick switching
✅ Context-aware navigation (selected company)
✅ Deep linking via universal links
Visual Design
✅ Animated backgrounds
✅ Custom icons and imagery
✅ Loading states for async operations
✅ Error presentation with retry options
✅ Success confirmations
Productivity
✅ Barcode scanning with camera
✅ QR code generation and scanning
✅ Auto-complete and suggestions
✅ Quick actions and shortcuts
✅ Search and filtering across modules
Security & Privacy
Authentication
✅ iCloud account-based primary auth
✅ Company-level UserPass secondary auth
✅ FaceID/TouchID support (system level)
Data Protection
✅ Private credential storage (never shared)
✅ Company data isolation
✅ Encrypted CloudKit sync
✅ Local Core Data encryption via FileVault (system)
✅ No third-party analytics or tracking
Sharing Security
✅ Explicit share invitation required
✅ Owner-controlled participant management
✅ Role-based permissions
✅ Revocable access
Subscription & Tiers
Tier Management
✅ Free tier (single user)
✅ Business tier (up to 10 users)
✅ Enterprise tier (unlimited users)
✅ Tier enforcement in sharing flow
✅ Upgrade prompts in UI
Tier Features
✅ Tier assignment per company
✅ Tier display in company info
✅ Tier-based feature gating
✅ Future: In-app purchase integration
Developer Features
Logging & Debugging
✅ OSLog integration with structured logging
✅ Subsystem categorization (App, Sharing, CloudKit, Database)
✅ CloudKit schema printing in debug mode
✅ Verbose sync logs
Testing Support
✅ In-memory store for previews
✅ Preview data seeding
✅ TestFlight distribution support
✅ Screenshot data seeder for App Store
Future Features (Roadmap)
See Roadmap for planned enhancements including:
Advanced analytics and reporting
AI-powered insights
Export functionality
Additional integrations
Enhanced role-based permissions
Total Feature Count: 200+ discrete features across 15 major modules.
Last Updated: February 2026
Last updated