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Gishen-B2B/docs/features/packages.md
kirukib 3778801ef5 Ship Gishen B2B institutional portal with polished layout and mock-backed flows. 
Deliver role-aware shell (sidebar, breadcrumbs, quick search, tables, detail/create layouts), locale-ready pages, shared backend/feature docs, and Vercel project config so HR, finance, and members can demo against typed mocks.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-06 21:18:23 +03:00

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Feature: Packages & entitlements

Corporate benefit plans — allowance, co-pay, categories, perks, caps, exclusions, and per-member overrides.

Workspace: /Users/kirukib/Desktop/Yaltopia Project/Gishen-B2B

Pages

Route Purpose
/packages Package list with search/status filter
/packages/new Create corporate package (allowance, co-pay, categories, perks)
/packages/[id] Package detail/edit — rules, assigned members
/me Member view of assigned package + allowance (see member-experience)

Entities

Endpoints

  • packages.md
  • GET /v1/me/package — member allowance view

Package structure

Component Purpose
Allowance Monthly/quarterly/annual cap per member
Co-pay % Member pays remainder on covered items
Category rules Coverage % per product category (chronic, OTC, etc.)
Perks Custom benefits (free delivery, priority dispense)
Caps Max order amount, orders/month, Rx fills/month
Exclusions Blocked SKUs or categories

Status lifecycle

draft → active → archived

Pending orgs: packages saved as draft only until Admin activates org.

Per-member overrides

Set on member detail (/members/[id]):

  • Allowance cap override
  • Co-pay override
  • Extra categories or perks
  • Exclusions

Overrides layer on top of base package at entitlement calculation time.

Validation / errors

Scenario Code
Duplicate package code DUPLICATE_PACKAGE
Archive with assigned members PACKAGE_IN_USE
Activate while org pending ORG_PENDING
No category rules VALIDATION_FAILED

Clinical withhold

Packages define coverage rules only — visible to all roles. No patient data.

Checkout integration

Remaining allowance computed from:

allowance_remaining = package.allowance - allowance_used + overrides

Displayed on B2B /me. Actual basket split at checkout is Ecom — see gishen-ecom.md.

UI components

  • Package list cards/table with status badges
  • Detail form: allowance input, co-pay slider, category rule builder, caps section
  • Assigned members tab with reassign action

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