Samiksha — समीक्षा

Configurable, master-driven task & scheme monitoring for a senior officer across multiple departments (Animal Husbandry · Dairy · Fisheries · Higher Education — extendable).

Nothing about a department is hard-coded. Departments, matter categories, sub-categories, sectors, schemes, monitoring fields and workflows are all configured through masters, so one application serves every department with its own task sheets, schemes, finance heads and physical indicators.

Architecture (MVP)

• Backend: self-hosted PocketBase (real DB, auth, roles, files, API access rules) on a Coolify VPS.
• Frontend: static Progressive Web App (built in later phases), auto-deployed via Coolify.
• Principle: ID-based relations, structured data (not free text) for finance/physical progress, soft-delete + audit history, backend-enforced department access. See the source spec for detail.

Data model (collections)

Masters — departments, matter_categories, sub_categories, sectors, schemes, financial_years · People — users (auth: designation, department, role, is_active) · Config engine — custom_field_definitions · Operational — tasks, task_updates, task_documents, task_history · Scheme monitoring — scheme_financial_progress, scheme_physical_indicators, scheme_physical_progress

Roadmap

Phase	Delivers	Status
0	Collections + seed 4 departments & starter masters	✅ done (setup/samiksha_setup.py)
1	Master Management UI (configure depts/categories/sub-categories/sectors/schemes/custom fields)	next
2	Dynamic Add-Task + task list/detail + assignment + status/progress + documents
3	Role-based access + workflow (status transitions) + audit trail
4	Scheme dashboard + structured financial/physical progress + formulas
5	Dashboards + alerts/escalation + reports (Excel/PDF/CSV)

Phase 0 — set up the database

1. Stand up a PocketBase instance (e.g. a Coolify service) and create its superuser.

2. Run the setup script against it (creates all collections + seeds masters; safe to re-run):

   PB_URL="https://<your-pb-domain>" \
   PB_EMAIL="<superuser email>" \
   PB_PASS="<superuser password>" \
   python3 setup/samiksha_setup.py

   Your password is only used locally to authenticate; it is never stored.

Seeds: departments (Animal Husbandry, Dairy, Fisheries, Higher Education), matter categories (Cabinet, Finance, HR, Scheme Review), financial years (2025-26 … 2027-28), and State/Central sectors per department. Everything else is added later through the Master Management UI.