Asset It Management

module: asset-it-management
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Assets": null
  "Assignment": null
  "Tracking": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Asset Name,Asset ID,Asset Type,Assigned Date,Assigned To,Linked Accounts,Brand/Model,Condition,Current Value,Department,Location,Notes,Purchase Date,Purchase Value,Currency,Return Date,Serial Number,Status,Warranty Expiry
Example Laptop 14,,Laptop,2026-01-15,Example Employee,"Workspace, VPN",Example Laptop 14 (2023),New,800.00,Delivery,Example City,"Warranty runs to December 2027, so the finance depreciation schedule needs to match.",2026-01-15,1000.00,INR,2026-01-15,SN-EXAMPLE-001,In Use,2027-11-14

CREATE TABLE asset_it_management (
  asset_name VARCHAR(255),
  asset_id SERIAL PRIMARY KEY,
  asset_type VARCHAR(100) NOT NULL,
  assigned_date DATE NOT NULL,
  assigned_to VARCHAR(255),
  linked_accounts VARCHAR(255),  -- relation -> target record
  brand_model VARCHAR(255),
  condition VARCHAR(100) NOT NULL,
  current_value NUMERIC(14,2) NOT NULL,
  department VARCHAR(255),
  location VARCHAR(255),
  notes TEXT,
  purchase_date DATE NOT NULL,
  purchase_value NUMERIC(14,2) NOT NULL,
  currency VARCHAR(255),
  return_date DATE,
  serial_number VARCHAR(255),
  status VARCHAR(100) NOT NULL,
  warranty_expiry DATE NOT NULL,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_asset_it_management_status ON asset_it_management (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Asset & IT Management",
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "Asset Name": {
      "type": "string"
    },
    "Asset ID": {
      "type": "integer"
    },
    "Asset Type": {
      "type": "string"
    },
    "Assigned Date": {
      "type": "string",
      "format": "date"
    },
    "Assigned To": {
      "type": "string"
    },
    "Linked Accounts": {
      "type": "string"
    },
    "Brand/Model": {
      "type": "string"
    },
    "Condition": {
      "type": "string"
    },
    "Current Value": {
      "type": "number"
    },
    "Department": {
      "type": "string"
    },
    "Location": {
      "type": "string"
    },
    "Notes": {
      "type": "string"
    },
    "Purchase Date": {
      "type": "string",
      "format": "date"
    },
    "Purchase Value": {
      "type": "number"
    },
    "Currency": {
      "type": "string"
    },
    "Return Date": {
      "type": "string",
      "format": "date"
    },
    "Serial Number": {
      "type": "string"
    },
    "Status": {
      "type": "string"
    },
    "Warranty Expiry": {
      "type": "string",
      "format": "date"
    }
  },
  "required": [
    "Asset Type",
    "Assigned Date",
    "Condition",
    "Current Value",
    "Purchase Date",
    "Purchase Value",
    "Status",
    "Warranty Expiry"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Asset Name | Title | Use as the database title |
| Asset ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |
| Asset Type | Select (add options after import) | Convert to Select, add options: "Laptop", "Monitor", "Phone", "Tablet", "Accessory", "Furniture", "Software License" |
| Assigned Date | Date | Convert to Date |
| Assigned To | Text | Leave as Text |
| Linked Accounts | Relation (link to the target database) | Convert to Relation, link to the target database |
| Brand/Model | Text | Leave as Text |
| Condition | Select (add options after import) | Convert to Select, add options: "New", "Good", "Fair", "Needs Repair", "Retired" |
| Current Value | Number (format: currency) | Convert to Number, set format to Currency |
| Department | Text | Leave as Text |
| Location | Text | Leave as Text |
| Notes | Text | Leave as Text |
| Purchase Date | Date | Convert to Date |
| Purchase Value | Number (format: currency) | Convert to Number, set format to Currency |
| Currency | Text | Leave as Text |
| Return Date | Date | Convert to Date |
| Serial Number | Text | Leave as Text |
| Status | Select (add options after import) | Convert to Select, add options: "In Use", "In Stock", "In Repair", "Retired", "Lost" |
| Warranty Expiry | Date | Convert to Date |