241 lines
9.2 KiB
Markdown
241 lines
9.2 KiB
Markdown
# Marketplace Roadmap — Simple → Advanced
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Expand the existing Tecvico Django site into a freelance/project marketplace (Upwork / Fiverr style).
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---
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## Is This Doable on the Current Stack?
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**Yes.** Django is a standard choice for marketplaces (e.g. early Instacart, Disqus patterns). Your repo already has the right foundation:
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| Already in place | Reuse for marketplace |
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| -------------------------------------------------- | --------------------------------------- |
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| Django + PostgreSQL + Docker | Core backend — no rewrite needed |
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| `apps.core` (branding, site settings) | Global config, fees, categories |
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| `apps.pages` (CMS, hero, sections) | Marketing pages + marketplace landing |
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| File uploads (`contact_uploads`, product releases) | Proposals, deliverables, gig media |
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| Admin panel | Moderation, disputes, user management |
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| Templates + static CSS/JS | Extend UI; add dashboards incrementally |
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**New apps to add** (keeps existing code intact):
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- `apps.accounts` — profiles, roles, verification
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- `apps.marketplace` — projects, gigs, proposals, contracts
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- `apps.messaging` — threads (Plan 1: polling/refresh; Plan 3: Channels/WebSockets)
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- `apps.payments` — Stripe from Plan 2 onward
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**What gets harder later (not blockers now):** real-time chat, escrow/payouts, dispute automation, high traffic (Redis, Celery, CDN). None require leaving Django.
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**Verdict:** Plan 1–2 are a natural extension. Plan 3 adds services (Stripe Connect, WebSockets, background jobs) but stays on the same project.
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---
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## Plan 1 — Simple (MVP) · 3–5 weeks
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**Goal:** List projects, apply, message. Off-platform payment OK.
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| Milestone | Weeks | Deliverable |
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| ------------------ | ----- | ----------------------------------------------------------- |
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| M1 Auth & profiles | 1–2 | Registration, login, password reset, client/freelancer role |
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| M2 Listings | 3–4 | Project CRUD, categories, search/filters |
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| M3 Proposals | 5–6 | Apply, withdraw, client shortlist |
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| M4 Comms & admin | 7–8 | Messaging, emails, moderation |
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### Feature detail
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**Accounts**
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- Email/password signup; role pick (client, freelancer, or both)
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- Profile: display name, avatar, bio, location, hourly rate (optional), skills (tags), portfolio URLs
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- Public profile URL (`/u/username/`)
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**Projects**
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- Fields: title, rich description, category, budget type (fixed/hourly/range), amount, deadline, attachments
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- Status: draft → open → closed → archived
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- Client dashboard: my projects, applicant count, close/reopen
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**Discovery**
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- List page with filters: category, budget range, posted date
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- Full-text search on title + description
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- Sort: newest, budget high/low
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**Proposals**
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- Cover letter, bid amount, estimated delivery days
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- One proposal per freelancer per project; edit until client views
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- Client view: compare proposals, mark shortlisted/rejected
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**Messaging**
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- Thread per project between client and applicant (after apply or invite)
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- Attach files (reuse existing upload patterns)
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- Email on new message/proposal (Django email backend)
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**Admin**
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- Approve/suspend users and listings; view contact-style audit trail
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**Out of scope:** payments, contracts, reviews, gigs.
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---
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## Plan 2 — Medium (Transactional) · 2–3 months
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**Goal:** Hire and pay on-platform. Gigs (Fiverr) + custom projects (Upwork).
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| Milestone | Weeks | Deliverable |
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| ------------- | ----- | ----------------------------------------------------------- |
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| M1 Foundation | 1–4 | Plan 1 + email verify, profile completeness, S3/local media |
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| M2 Gigs | 5–8 | Service listings with 3 tiers |
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| M3 Contracts | 9–12 | Award, milestones, deliverables |
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| M4 Payments | 13–16 | Stripe escrow, release, platform fee |
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| M5 Trust | 17–20 | Reviews, dashboards, manual disputes |
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### Feature detail
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**Gigs (Fiverr-style)**
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- Gig: title, gallery (images/video), category, FAQ, requirements form
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- Packages: Basic / Standard / Premium — price, delivery days, revision count, feature bullet list
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- Extras: add-ons (e.g. +$50 rush delivery)
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- Order flow: client picks package → answers requirements → pays → freelancer accepts
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**Contracts (Upwork-style)**
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- Client awards proposal → contract generated (scope, total, deadline)
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- Milestones: name, amount, due date; client funds each before work starts
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- Deliverable upload per milestone; client approve or request revision (limited rounds)
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- Order states: `pending_payment` → `active` → `delivered` → `revision` → `completed` / `cancelled`
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**Payments (Stripe)**
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- Checkout Session on award/order; funds held (platform balance or Stripe separate charges)
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- Release to freelancer on milestone approval minus commission (e.g. 10–20%)
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- Refund rules: cancelled before start; partial on dispute
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- PDF invoice/receipt per transaction
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**Trust**
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- Double-blind reviews after completion (1–5 stars + text)
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- Public rating on profile; aggregate on gig
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- Dispute form: reason, evidence files → admin resolves manually
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**Dashboards**
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- Client: spend, active orders, past hires
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- Freelancer: earnings, pending clearance, gig analytics (views, orders)
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**Out of scope:** hourly time tracker, OAuth, multi-currency, automated disputes.
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---
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## Plan 3 — Advanced (Full Platform) · 4–6 months
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**Goal:** Production marketplace with discovery, compliance, and scale.
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| Milestone | Months | Deliverable |
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| ----------------- | ------ | ----------------------------------------- |
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| M1 Core hardening | 1–2 | Plan 2 + 2FA, OAuth, rate limits |
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| M2 Discovery | 3–4 | Search, recommendations, skill tests |
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| M3 Collaboration | 5–6 | Time tracking, workspace, real-time chat |
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| M4 Payments+ | 7–8 | Stripe Connect, multi-currency, KYC hooks |
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| M5 Trust & safety | 9–10 | Auto disputes, moderation, fraud signals |
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| M6 Growth | 11–12 | API, referrals, analytics, PWA |
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### Feature detail
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**Auth & identity**
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- Google / LinkedIn OAuth; TOTP 2FA
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- Identity verification hook (Stripe Identity or manual)
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- Verified badge on profile
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**Discovery & matching**
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- Elasticsearch/PostgreSQL full-text: skills, rate, location, availability
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- Saved searches + email alerts for new matching projects/gigs
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- Skill tests (quiz → badge on pass)
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- “Recommended for you” (rules-based first; ML optional later)
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**Collaboration**
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- Hourly contracts: weekly hour cap, manual or screenshot time log
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- Shared order workspace: brief, files, milestone checklist
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- Real-time chat (Django Channels + Redis): typing, read receipts, file drag-drop
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- Video intro on profile; calendar link for intro calls
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**Payments & compliance**
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- Stripe Connect Express: freelancer onboarding, automatic payouts
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- Multi-currency display; platform fee per region
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- Tax form collection hook (W-9 / W-8BEN — integrate when legally required)
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- Chargebacks and refund automation with audit log
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**Trust & safety**
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- Dispute pipeline: open → evidence window → mediator → verdict → auto payout split
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- Content moderation queue (profiles, gigs, messages flagged by users or keywords)
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- Fraud heuristics: duplicate accounts, velocity limits, payment anomalies
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**Growth & ops**
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- Freelancer subscriptions: featured gig, lower commission tier
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- Referral codes (credit for referrer/referee)
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- Public REST API + webhooks (`order.completed`, `payment.released`)
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- Admin analytics: GMV, take rate, conversion funnel, dispute rate, cohort retention
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- SEO pages for categories and top gigs; structured data (JSON-LD)
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**Out of scope:** native iOS/Android (PWA first).
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---
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## Comparison
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| | Simple | Medium | Advanced |
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| -------------------- | ------- | ------------- | ------------------------ |
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| Projects + proposals | ✓ | ✓ | ✓ |
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| Gigs / packages | — | ✓ | ✓ |
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| Messaging | refresh | refresh | real-time |
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| Stripe / escrow | — | ✓ | Connect + multi-currency |
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| Milestones + hourly | — | milestones | both |
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| Reviews | — | ✓ | ✓ + badges + tests |
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| Disputes | — | manual | automated |
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| API / analytics | — | basic reports | full |
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---
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## Recommended Path
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1. **Plan 1 on this repo** — add `apps.accounts` + `apps.marketplace`; keep marketing site live.
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2. **Plan 2 when volume justifies escrow** — biggest lift is payments + order state machine.
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3. **Plan 3 when GMV supports ops** — disputes, compliance, and real-time infra need people, not just code.
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*Timelines assume extending the current codebase; full UI redesign adds ~20%.* |