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🧾 MSCR Inventory App

A lightweight Django + HTMX–based inventory and recipe management system built for Mike Shea Coffee Roasters.
Designed for small production environments, it blends real-time usability for staff with robust data tracking for analytics, costing, and reporting.


🚀 Key Features

📦 Inventory Management

  • Bulk Add Modal – Adjust multiple stock entries at once with instant updates.
  • CSV Import / Export – Snapshot inventory for offline edits, then safely re-import changes.
  • Average Cost Tracking – Automatically updates ingredient cost using weighted averages.
  • StockEntry Logging – Every change (restock, spoilage, adjustment) creates a permanent audit trail.

🍳 Recipe & Production Management

  • Dynamic COGS Calculation – Real-time cost-of-goods for any recipe.
  • Dry-Run Import Mode – Validate recipes before writing to the database.
  • Invalid Row Handling – Separates valid and invalid data for easy correction.
  • Modifier & Extras Logic – Handles product modifiers, extras, and packaging relationships (e.g. cup → lid).

🧑‍💼 Role-Based Permissions

  • Admin – Full access, configuration, and reporting.
  • Manager – Data editing and user management (no frontend dashboard).
  • Barista – Simplified dashboard with real-time updates only.
  • Integrated with Django permissions and HTMX conditionals for adaptive UI visibility.

💻 User Interface

  • HTMX-Powered Dashboards – Responsive modals, inline updates, and no reloads.
  • Bootstrap 5 Layout – Mobile-friendly and lightweight.
  • Smart Filters – Live search and category filtering.
  • Contextual Navigation – Permission-aware links and quick actions.
  • Top Selling Widget Controls – Modifier lists collapse after five entries with on-demand expansion for long lists.

⚙️ Management Commands

All commands support a --dry-run flag for safe testing.

Command Description
import_square_csv Parse and import daily Square sales exports.
import_recipes_from_csv Bulk create or update recipes.
import_chemistry Sync ingredient chemistry data from CSV.
clean_empty_recipeitems Remove orphaned or duplicate recipe items.
export_sqlite_backup Generate a timestamped CSV backup of all key tables.
seed_dev_data Load optional fixtures for development.

🧱 Architecture & Design Notes

  • Built with Django, HTMX, and Bootstrap — minimal dependencies for maintainability.
  • CSV import/export doubles as an internal API for integrations and automation.
  • Shopify integration complete; Doordash sync in progress.
  • Modular data model: ingredients, modifiers, and packaging are fully relational.
  • Role-based dashboards ensure users see only relevant functionality.
  • Ingredient usage logs are keyed to each order's business day so COGS trends mirror sales dates instead of import timestamps.

🧪 Testing & CI

  • Continuous Integration via GitHub Actions — full test suite runs on every push to main.
  • Coverage includes imports, COGS calculations, permissions, and all core workflows.

🧭 Project Goals

To provide small-scale roasters with a simple, auditable, and adaptable system for managing production data —
without the overhead of enterprise ERP platforms.

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