mohamad
256 lines
9.4 KiB
Markdown
256 lines
9.4 KiB
Markdown
# Managed Projects Roadmap — Simple → Advanced
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Expand the existing Tecvico Django site so **clients define projects; Tecvico delivers them**. No freelancer marketplace — users submit briefs, your team quotes, builds, and ships.
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---
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## Is This Doable on the Current Stack?
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**Yes — and simpler than a marketplace.** No two-sided matching, escrow to third parties, or dispute flows between strangers. You are the sole provider.
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| Already in place | Reuse for managed projects |
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| -------------------------------- | ------------------------------------------- |
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| Django + PostgreSQL + Docker | Core backend |
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| `apps.pages` + contact form | Evolve into project brief submission |
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| File uploads (`contact_uploads`) | Brief attachments, deliverables |
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| `apps.products` CMS patterns | Service catalog / package pages |
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| Admin panel | Intake queue, quotes, assignment, delivery |
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| Email + templates | Status updates, quote sent, milestone ready |
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**New apps to add:**
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- `apps.accounts` — client login, org profiles (Plan 2+)
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- `apps.projects` — briefs, quotes, orders, milestones, deliverables
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- `apps.messaging` — client ↔ Tecvico threads per project
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- `apps.payments` — client invoicing via Stripe (Plan 2+)
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**Internal-only (admin):** team assignment, internal notes, time tracking — no public freelancer profiles.
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**Verdict:** Plan 1 is close to an enhanced contact flow. Plan 2–3 add quoting, payments, and a client portal — all standard Django.
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---
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## Plan 1 — Simple (MVP) · 3–6 weeks
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**Goal:** Clients submit project briefs online; Tecvico reviews and delivers off-platform billing if needed.
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| Milestone | Weeks | Deliverable |
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| ------------------ | ----- | ----------------------------------------------- |
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| M1 Client accounts | 1 | Sign up, login, password reset |
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| M2 Project briefs | 1–2 | Structured submission form + attachments |
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| M3 Status tracking | 2–3 | Client sees request status; email notifications |
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| M4 Admin intake | 3–4 | Review queue, status updates, internal notes |
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### Feature detail
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**Accounts**
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- Email/password signup (client role only)
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- Profile: name, company, phone, timezone
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- Dashboard: list of my project requests
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**Project brief**
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- Fields: title, category (web, data, research, etc.), description, goals, budget range, desired deadline, reference links
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- Attachments: specs, mockups, datasets (reuse upload patterns)
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- Status: `submitted` → `under_review` → `quoted` → `accepted` / `declined` → `in_progress` → `delivered` → `closed`
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- Client can edit brief while status is `submitted` only
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**Notifications**
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- Email to client on status change
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- Email to admin on new submission
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**Admin**
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- Intake list with filters (status, category, date)
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- View brief + files; add internal notes (not visible to client)
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- Manually set status and paste quote text (PDF/email off-platform OK)
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**Out of scope:** online quotes, payments, messaging, milestones.
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---
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## Plan 2 — Medium (Client Portal) · 1–2 months
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**Goal:** Quote, pay, and deliver on-platform. Productized packages + custom projects.
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| Milestone | Weeks | Deliverable |
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| ------------- | ----- | ----------------------------------------------------- |
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| M1 Foundation | 1–2 | Plan 1 + email verify, service catalog pages |
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| M2 Quotes | 3–4 | Admin builds quote; client accepts/declines in portal |
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| M3 Payments | 5–6 | Stripe deposit + milestone invoices |
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| M4 Delivery | 7–8 | Milestones, deliverable uploads, revision rounds |
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| M5 Comms | 9–10 | Per-project messaging, client dashboard polish |
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### Feature detail
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**Service catalog**
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- CMS pages for fixed offerings (e.g. “Landing page”, “Radiomics pipeline audit”)
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- Package tiers: scope summary, starting price, typical timeline
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- “Start from template” pre-fills brief fields
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**Quotes**
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- Admin creates quote from brief: line items, total, timeline, revision count included
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- Client receives email + in-portal quote view
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- Accept → order created; decline → brief archived with reason
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**Orders & milestones**
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- Order states: `awaiting_deposit` → `active` → `milestone_review` → `revision` → `completed`
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- Milestones: name, due date, amount, description of deliverable
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- Tecvico uploads files per milestone; client approves or requests revision (capped rounds)
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- Change requests: client submits add-on brief → admin sends revised quote
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**Payments (Stripe)**
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- Deposit on accept (e.g. 30–50%); remainder split across milestones
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- Checkout Session per invoice; receipt PDF
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- Refund policy flags (admin-only)
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**Messaging**
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- Thread per project: client ↔ assigned PM
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- File attach in thread; email digest on new message
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**Admin**
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- Assign internal owner (staff user) per project
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- Pipeline board: new → quoted → active → blocked → done
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- Basic reports: open projects, revenue this month
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**Out of scope:** e-sign contracts, org/team accounts, automated estimates, real-time chat.
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---
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## Plan 3 — Advanced (Full Client Platform) · 2–3 months
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**Goal:** Scalable delivery ops — enterprise clients, SLAs, automation, integrations.
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| Milestone | Months | Deliverable |
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| --------------- | ------ | --------------------------------------------- |
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| M1 Hardening | 1 | Plan 2 + 2FA, OAuth, org accounts |
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| M2 Sales flow | 1–2 | E-sign, ballpark estimator, kickoff booking |
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| M3 Delivery ops | 2–3 | SLA timers, internal time log, task checklist |
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| M4 Enterprise | 3–4 | Multi-user orgs, API, webhooks |
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| M5 Growth | 4–5 | Referrals, analytics, PWA, knowledge base |
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### Feature detail
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**Auth & organizations**
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- Google / LinkedIn OAuth; optional 2FA
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- Organization account: owner + members, shared project list, role (viewer / submitter / billing)
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- Billing contact separate from project contact
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**Pre-sale**
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- Ballpark estimator: category + scope sliders → indicative range (admin-configured rules)
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- Discovery call booking (Calendly embed or built-in slot picker)
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- Digital SOW + NDA (DocuSign hook or in-app accept with audit trail)
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**Delivery workspace**
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- Shared project hub: brief, quote, contract, timeline, files, messages
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- Visual timeline / milestone Gantt for client
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- SLA badges: response within X hours, milestone due alerts (Celery + email)
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- Internal: task checklist, time entries per staff, capacity view (admin)
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**Revisions & scope**
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- Structured revision requests (what to change, priority)
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- Scope creep flow: auto-flag when revision count exceeded → change order quote
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**Payments+**
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- Multi-currency quotes; recurring maintenance plans (Stripe Subscription)
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- Pro-forma + final invoice; export for accounting
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**Enterprise & integrations**
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- REST API: submit brief, poll status, download deliverables
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- Webhooks: `quote.sent`, `milestone.delivered`, `project.completed`
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- SSO option (SAML) for large clients — optional phase
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**Knowledge & retention**
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- Client-facing FAQ / “how we work” tied to project phase
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- Post-delivery satisfaction survey + testimonial request
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- Referral codes (credit on next project)
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**Admin analytics**
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- Funnel: brief → quote → accept → complete
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- Utilization, avg delivery time, revenue by service line
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**Out of scope:** marketplace, freelancer payouts, native mobile apps.
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---
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## Comparison
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| | Simple | Medium | Advanced |
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| ------------------------------- | ---------- | -------- | ----------------- |
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| Project brief submission | ✓ | ✓ | ✓ + templates |
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| Online quotes | — | ✓ | ✓ + estimator |
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| Stripe payments | — | ✓ | ✓ + subscriptions |
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| Milestones & deliverables | — | ✓ | ✓ + SLA |
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| Client ↔ Tecvico messaging | — | ✓ | ✓ + digests |
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| Service catalog / packages | — | ✓ | ✓ |
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| Org / team accounts | — | — | ✓ |
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| E-sign / contracts | — | — | ✓ |
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| API / webhooks | — | — | ✓ |
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| Internal ops (assign, time log) | notes only | pipeline | full |
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---
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## Managed vs Marketplace
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| | Managed (this doc) | Marketplace (`marketplace-roadmap.md`) |
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| ------------ | -------------------------- | -------------------------------------- |
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| Who delivers | Tecvico team | Freelancers / clients hire each other |
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| Payments | Client → Tecvico | Escrow, payouts, commissions |
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| Complexity | Lower | Higher (trust, disputes, matching) |
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| Best when | You sell your own services | You broker others' work |
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---
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## Recommended Path
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1. **Plan 1** — ship brief + status portal; keep quoting via email if needed.
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2. **Plan 2** — add quotes and Stripe once you have repeatable delivery workflow.
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3. **Plan 3** — when project volume needs SLAs, org accounts, and ops dashboards.
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*Timelines assume extending the current codebase; bespoke UI redesign adds ~20%.* |