Phase 2 - Plan
What we build after the Phase 1 MVP. Phase 2 widens scale to household-business revenue 1-3B VND (Personal Income Tax on % of revenue, accounting book S2a) and adds general retail alongside F&B. Target window: Jun → Sep 2026.
Epics
All twelve Phase 2 epics - value, owner, the end-to-end signal that means done, and live progress (% = done child sub-issues, synced each cycle from the sprint review; snapshot 2026-07-19). Colour = Plane priority: 🔴 High · 🟡 Medium. The three reasons Phase 2 exists - tax 1-3B (E1) · retail (E2) · business customers (E5) - cannot be cut.
Counting method changed 2026-07-19 (WK29 review)
% now comes from a full recursive descent to true-leaf work items (Epic → FEAT → PRD → BE/FE sub-task), deeper than the shallower count used through the 2026-07-12 snapshot. E1, E2, E5, E9 and E10 show large jumps that mix real progress with the deeper count - treat this snapshot as directional until the next review confirms with the same (now-deeper) method. See Sprint Review WK29 for the was→now table.
| # | Epic · Module | Owner | Delivers | Done signal (end-to-end) | Plane · % |
|---|---|---|---|---|---|
| E1 | 🔴 Tax - S2a book, 01/CNKD, T-VAN | Việt Võ Phát Nguyễn | Keep the S2a tax book File 01/CNKD via T-VAN E-invoice issuance at POS + company VAT (Jul) No accountant needed | A merchant files a full tax period | BANA-1318 100% |
| E2 | 🔴 Commerce - Retail business type | Hải Cao Khoa Nguyễn Phát Nguyễn | Retail business type Barcode, variants, fast counter Beyond F&B | A retail shop sells with no F&B-only steps | BANA-1319 75% |
| E3 | 🟡 Products - Entitlement type | Hải Cao Khoa Nguyễn Phát Nguyễn | Entitlement CRUD ✓ Sell + deduct quota Redeem + track usage | Customer buys & redeems; quota drops | BANA-1320 67% |
| E4 | 🔴 Sale - Shift mgmt + reports + cash reconcile | Việt Võ Phát Nguyễn | Open/close shifts X/Z + revenue reports Cash reconcile at close | Shift opens→closes with report + cash reconciled | BANA-1321 92% |
| E5 | 🔴 Customer - Business customers (MST) + groups | Hải Cao Khoa Nguyễn Phát Nguyễn | Business customers + MST Customer groups Business vs individual | A company's MST flows onto a VAT invoice | BANA-1322 100% |
| E6 | 🔴 Inventory - Stock control for F&B & Retail | Phát Nguyễn | Vouchers · vendors · counts (Jul) F&B: BOM auto-deduct + lot/expiry (Aug) Retail: barcode + real-time stock (Aug) | Sell a dish → ingredients deducted; retail scans in/out | BANA-1323 37% |
| E7 | 🔴 Finance - Partner ledger + accounts + P&L | Việt Võ Phát Nguyễn | Receivables + payables Financial accounts P&L report | A sale & a purchase reconcile; owner sees P&L | BANA-1324 87% |
| E8 | 🟡 Sale - Kitchen & self-order (print → KDS → QR) | Hải Cao Khoa Nguyễn Phát Nguyễn | Kitchen print per station (Jun) KDS screen (Aug) QR self-order + pilot (Jul-Aug) | Guest QR order reaches POS & kitchen | BANA-1325 38% |
| E9 | 🟡 Sale - Selling experience: picker, tables & flows | Hải Cao Khoa Nguyễn Phát Nguyễn | Product picker ≤3 taps, typical items (Jun) Table-service polish (Jun) Merge · split bill · states · history (Aug) | Pick a typical item in ≤3 taps; serve a table end-to-end | BANA-1326 98% |
| E10 | 🟡 Pricing - Conditional price rules | Hải Cao Khoa Nguyễn Phát Nguyễn | By time / service / channel By customer segment Combo (FBT) override | Each condition prices correctly at checkout | BANA-1327 100% |
| E11 | 🔴 Permissions - Per-merchant authz + user admin (BO) | Phát Nguyễn Hải Cao | Per-merchant scoping Roles & grants BO user pages: internal / customers | A user can't reach another merchant's data | BANA-1336 95% |
| E12 | 🟡 Commerce - Backoffice portal | Hải Cao Phát Nguyễn | Onboard wizard + full config (Jun) Excel import (Jul) Support Center + dashboards (Aug) | A client onboarded & run from BO alone | BANA-1337 98% |
How to read it
% is direction only (done child sub-issues); the real bar is the Done signal, verified on a live merchant. Epic dot = Plane priority (🔴 High · 🟡 Medium). % badge = progress (🟢 ≥70 · 🟡 40-69 · 🔴 <40 · ⚪ 0). Click a BANA-xxxx code to open it on Plane.
How epics depend
Customer (E5) and Vendor (E6) are symmetric partners - their records live in their own domain, while all money (receivables, payables, financial accounts) lives once in Finance (E7).
→ Land E5 and E6 early - they unblock E7 (and E5 unblocks E10). All other epics are independent.
Deferred to Phase 3
Offline mode · Loyalty/voucher · Webshop · Device hub - not required for the 1-3B + retail goal.
Proposed sequence (Jun → Sep)
| Block | Epics |
|---|---|
| Foundations | E5 (MST + groups) · E2 (retail) · E6 (inventory/vendor) |
| Depth | E1 (tax) · E4 (shift) · E7 (partner ledger) · E8 (KDS) |
| Polish | E9 (sale flow) · E10 (pricing) · E3 (entitlement) |
Sizing guardrail
The WK22 review showed completion collapses at ~100 items/cycle vs the sustainable ~32 (16 members × 2). Break each epic into ≤1-week child tasks and size sprints to that ceiling.