feat: initialize project backend structure and document system specifications across all modules

docs/specs/customer_management/statement.md

@@ -0,0 +1,52 @@
+---
+title: "Statement"
+type: OpenSpec
+status: Draft
+domain: Customer Management
+---
+
+# Statement
+
+## Requirement Definition
+Provides a list of all transactions for an account/customer over a set period (usually monthly). Includes earned, redeemed, adjusted points, beginning/ending balances, and expired points.
+
+## Process Flow
+
+### Pre-Conditions
+- Users must have access rights in the "Statement Enquiry" module.
+
+## Business Rules
+
+### Data Schema
+
+#### Statement Summary
+| Field Name | Description | Logic Type | Constraints / Rules |
+|---|---|---|---|
+| Loyalty Account Number | Identifier. | String | Read-only. |
+| Product Account Number | Identifier. | String | Read-only. |
+| Pool ID | Statement Pool. | String | Read-only. |
+| Cycle Start Date | Previous statement cycle start. | Date | Read-only. |
+| Statement Opening Balance | Previous points balance. | Decimal | Read-only. |
+| Total Award | Earned points in cycle. | Decimal | Read-only. |
+| Total Redeem | Redeemed points in cycle. | Decimal | Read-only. |
+| Total Adjust | Adjusted points in cycle. | Decimal | Read-only. |
+| Statement Closing Balance | Accumulated points at cycle end. | Decimal | Read-only. |
+| Expired Points | Balance in expired but not forfeited buckets. | Decimal | Read-only. |
+| Cycle Statement Date | Generation date. | Date | Read-only. |
+
+#### Transaction Detail
+Lists transactions within the cycle.
+| Field Name | Description | Logic Type | Constraints / Rules |
+|---|---|---|---|
+| Reference Number | OLS Reference Number. | String | Read-only. |
+| Transaction Type | Award, Redeem, Adjust. | Enum | Read-only. |
+| Unit | Earned/Redeemed/Adjusted points. | Decimal | Read-only. |
+| Post Date | Post Date. | Date | Read-only. |
+| Transaction Date | Transaction Date Time. | Date | Read-only. |
+
+### Execution
+- **View-only screen.** Records are updated by OLS batch jobs.
+- Output supports Customer and Account level, but stored under Account level.
+
+## Exception Flow
+- N/A