Save strategy, readiness and audit docs from inbound media
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Brendan
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# AI / Email Parsing Setup Assessment
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This report assesses the Email Intake and AI parsing setup for SaaS Stage 1.
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## Current State
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Email Intake exists under `/enquiries/email-intake` with backend routes under `/api/email-intake`. It supports:
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- IMAP mailbox polling
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- mailbox browser
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- intake logs
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- AI parsing/reparse
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- trusted senders
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- filters
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- operational categories
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- create enquiry from email
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- link email to project/job/quote/enquiry
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- apply project update
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Required env vars in route map:
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- `IMAP_HOST`
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- `IMAP_USER`
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- `IMAP_PASSWORD`
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- `OPENAI_API_KEY`
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## Who Performs Parsing?
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Current evidence indicates BoundHQ's platform performs parsing using server-side AI credentials, not customer-provided API keys. That is the correct Stage 1 model.
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## Customer API Keys
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| Option | Stage 1 recommendation |
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|---|---|
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| BoundHQ-owned AI key | Use now |
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| Customer-owned OpenAI key | Defer |
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| Per-customer model/provider selection | Defer |
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Customer-owned keys add support burden and do not move first-customer onboarding.
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## Setup Steps
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1. Confirm customer consent for mailbox connection and AI parsing.
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2. Create mailbox/app password or forwarding mailbox.
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3. Configure IMAP host/user/password for the tenant.
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4. Configure trusted sender/domain rules.
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5. Poll manually once.
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6. Review parsed logs.
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7. Create one enquiry from an email.
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8. Confirm bad/noisy messages can be ignored/filtered.
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## Privacy Considerations
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- Emails may contain personal data, job details, addresses, quotes, and attachments.
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- Parsed content must stay inside the customer's tenant.
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- AI prompts/responses should avoid storing unnecessary sensitive data.
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- Customer must know that AI parsing can make mistakes and requires review.
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- The product needs a plain consent statement before enabling auto-polling.
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## Tenant Isolation Requirements
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Before Stage 1 self-serve use, verify:
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- intake logs include tenant/business scope
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- settings and filters are tenant-specific
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- mailbox credentials are not shared across businesses
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- linked records cannot cross tenants
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- AI parsing logs do not leak another tenant's content
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## Failure Modes
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| Failure | Customer impact | Required behavior |
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| IMAP login fails | No emails imported | Show clear setup error, no retry storm |
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| OpenAI key missing | Emails not parsed | Queue/log with "AI unavailable" |
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| AI parse wrong | Wrong enquiry details | Human review before commit |
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| Duplicate email | Duplicate enquiry | Detect UID/message-id |
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| Large attachment | Slow/fail processing | Keep email log, flag attachment issue |
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| Tenant mismatch | Data leak | Block and alert |
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## Readiness Verdict
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Email Intake is a strong Stage 1.5 differentiator. It should not block first customer launch. For the first customer, enable it only as a BoundHQ-assisted setup after core quote/job/invoice flow is working.
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# Customer Onboarding Blueprint
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This blueprint defines the ideal first-customer onboarding flow and assesses current support. The recommendation is a "Do It For You" first customer onboarding path, with self-serve wizard deferred until the manual path is proven.
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## Onboarding Principles
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- First customer should reach first quote/invoice fast.
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- Brendan should not need to explain database concepts.
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- BoundHQ can manually configure risky/technical steps.
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- Every step should be skippable unless it blocks quoting, invoicing, or legal compliance.
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- Capture state, setup owner, and verification result for each step.
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## Wizard Flow
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| Step | Required? | Current support | Can skip? | DIFM fit | Notes |
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| 1. Create tenant | Required | SaaS Admin staging; tenant CLI proven | No | BoundHQ only | Must run tenant smoke test |
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| 2. Admin user invite/set password | Required | Auth/invite routes exist | No | BoundHQ can create | Login bounce must be fixed |
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| 3. Company details | Required | `/api/business/me`, Settings Appearance | No | Either | Business name, ABN, address, state |
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| 4. Compliance state | Required | Compliance service exists | No | BoundHQ recommended | Drives deposit caps and terms |
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| 5. Logo/branding | Optional | Business logo upload exists | Yes | Either | Can use plain template first |
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| 6. Users and roles | Required for team | Settings users/module access | Yes for solo | Either | Start with owner/admin |
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| 7. Numbering | Required | Numbering settings exist | No | BoundHQ recommended | Quote/job/invoice prefixes |
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| 8. Pricelist setup | Required | Pricelist import/manual exists | No | Strong DIFM | Starter pack plus CSV import |
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| 9. Quote template | Required | PDF template UI exists | No | BoundHQ recommended | Must be compliance-safe |
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| 10. Invoice template/profile | Required | Invoice profiles/templates exist | No | BoundHQ recommended | Deposit/final invoice path |
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| 11. Xero connection | Strongly required | OAuth exists but scopes blocked | Can defer manually | Customer + BoundHQ | For Stage 1, decide manual fallback |
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| 12. Tradify import | Optional but high value | Importer staging | Yes | Strong DIFM | Use after core setup |
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| 13. Email parsing setup | Optional | Email Intake staging | Yes | BoundHQ recommended | Needs IMAP/OpenAI/privacy consent |
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| 14. OneDrive/file storage | Optional | File paths/rclone architecture | Yes | BoundHQ only | Later unless customer relies on drawings |
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| 15. Job stages/workflow | Required | Jobs board exists | No | BoundHQ recommended | Start with default cabinet workflow |
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| 16. SMS setup | Optional | Twilio built | Yes | BoundHQ only | Tenant-specific sender/costs later |
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| 17. AI feature opt-in | Optional | Email AI exists | Yes | BoundHQ | Privacy language needed |
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| 18. First project setup | Required | CRM/quote/project/jobs exist | No | Joint | Create one real customer/job |
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## Minimum Manual Onboarding Checklist
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1. Provision tenant and owner account.
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2. Confirm login works.
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3. Enter business details, ABN, address, state, timezone.
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4. Set module access to Stage 1 modules only.
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5. Configure numbering.
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6. Load starter pricelist or customer CSV.
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7. Configure quote/invoice templates and state terms.
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8. Create one customer and one sample quote.
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9. Generate quote PDF and verify legal terms.
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10. Accept quote through public portal.
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11. Confirm project/job/deposit invoice are created.
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12. Connect Xero or record manual accounting fallback.
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13. Train owner on daily loop: customer -> quote -> job -> invoice.
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## Self-Serve Wizard Later
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The self-serve wizard should only be built after the first DIFM onboarding is completed. It should store onboarding progress in a future table such as `onboarding_steps` or `business_onboarding_status`, but no schema change is recommended during this audit.
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## What Brendan Should Do Personally
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- Identify the first customer.
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- Decide if Xero setup must be live before onboarding or can be manually assisted.
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- Validate the first customer can understand the quote/job/invoice loop.
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## What AI/BoundHQ Should Do
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- Provision and verify tenant.
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- Configure defaults.
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- Import starter data.
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- Produce a one-page customer quick-start.
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- Capture every manual setup step as future wizard requirements.
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# Dev Centre Accuracy Audit
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This audit reviews the Dev Centre module completion system against Stage 1 SaaS launch readiness. It compares the seeded/manual Dev Centre percentages with the route map, frontend module registry, backend route inventory, migrations, and current project state. It is not a live authenticated staging test.
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## Evidence Used
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- `C:\Dev\cabinetHQ\cabinethq-backend\migrations\20260701_dev_centre.sql`
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- `C:\Dev\cabinetHQ\docs\architecture\ROUTE_MODULE_MAP.md`
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- `C:\Dev\cabinetHQ\docs\architecture\route-module-map.json`
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- `C:\Dev\cabinetHQ\cabinetHQ-frontend\src\config\modules.js`
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- `C:\Dev\BoundHQ-Memory\PROJECT_STATE.md`
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- `C:\Dev\cabinetHQ\docs\dev\PROJECT_STATE.md`
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## System Finding
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Dev Centre completion is manually stored in `dev_module_status.status` and `dev_module_status.completion_percent`. It is not calculated from:
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- route parity
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- production promotion status
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- database source correctness
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- tenant isolation
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- automated tests
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- external integration readiness
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- SaaS onboarding readiness
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- North Star launch priority
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That makes the current percentages useful as development memory, but unsafe as SaaS readiness scores.
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## Module Accuracy Table
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| Module | Current Dev Centre status | Actual status | Accuracy score | Data source used | Missing pieces | SaaS readiness | Recommended correction |
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| Authentication / User Management | MVP 85% | Prod-partial; httpOnly-cookie direction conflicts with stale docs; login bounce unresolved | 45% | Dev Centre seed, route map, project state | Staging login verification, forgot password UI, profile/security UX, tenant login tests | Stage 1 blocker | Re-score to 55% until login bounce and auth smoke tests pass |
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| Settings / Module Access | Complete 95% | Broadly usable, production mapped | 80% | modules.js, route map | Onboarding setup checklist, role test matrix, sidebar persistence proof | Stage 1 must work | Keep high but split "settings" from onboarding/admin setup |
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| CRM - Customers | MVP 80% | Production mapped, usable core CRM | 85% | route map, module docs, project state | Duplicate detection and timeline are nice-to-have | Stage 1 must work | Raise to 85%; call it Stage 1 ready after tenant isolation smoke test |
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| CRM - Enquiries | MVP 80% | Production mapped, email-assisted, conversion gaps noted | 70% | route map, Dev Centre seed | Confirm enquiry-to-project button/flow and email-created enquiry source | Stage 1.5 | Keep 80% for product, but readiness 70% until conversion verified |
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| Email Intake | MVP 75% | Staging only; requires IMAP and OpenAI env; privacy/tenant isolation needs proof | 55% | route map, pending actions | OpenAI key on staging, failure modes, customer setup UX | Stage 1.5 | Re-score to 60%; do not call Stage 1 until customer setup is scripted |
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| Quotes | Complete 95% | Production mapped and central to workflow; compliance default risk remains | 70% | route map, North Star, project state | PDF deposit defaults, state compliance verification, QuoteDetail large-file risk | Stage 1 must work | Re-score to 80% after PDF compliance defaults deployed and tested |
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| PDF Templates | Complete 95% | Route map says missing/unknown; legal compliance risk | 40% | route map, project state, Dev Centre seed | Production route verification, default terms by state, preview test | Stage 1 blocker | Re-score to 50%; block launch until quote/invoice PDFs are legal |
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| Invoices | MVP 85% | Production mapped; Xero push exists; partial payment/reminders missing | 80% | route map, module docs | Invoice-to-Xero E2E and payment sync test | Stage 1 must work | Keep 85% if Xero tests pass; readiness depends on Xero env |
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| Xero Integration | MVP 80% | Route map blocked; scopes blocker exists | 35% | route map, North Star | Brendan must enable scopes; OAuth and invoice push E2E | Stage 1 must work or managed setup | Re-score to 50% maximum until scopes and tenant-specific setup verified |
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| Projects / Jobs | Complete 90% | Production mapped; core workflow usable | 80% | route map, project state | Folder creation path mismatch, job/project linkage test | Stage 1 must work | Split Projects and Jobs into separate Dev Centre rows |
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| Production Kanban | Complete 95% | Jobs board production mapped | 85% | Dev Centre seed, route map | 14-stage SaaS workflow verification | Stage 1 must work | Merge with Jobs or rename to Jobs Kanban to avoid duplicate scoring |
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| Production Planner | Complete 95% | Staging only; useful but not essential for first customer | 55% | route map | Production promotion, capacity inputs, CNC estimates | Stage 2 | Reclassify as Stage 2 and re-score to 70% product-ready/staging |
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| Scheduler / Dispatch | Needs-work 50% | Staging; known DnD issue; superseded by Production Planner | 85% | Dev Centre seed, route map | Decide whether to park or replace | Later / parked | Keep as needs-work but mark not Stage 1 |
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| Pricelist | Complete 95% | Production mapped; import/rollback improved; essential for quotes | 85% | route map, project state | New-customer guided builder and starter pack | Stage 1 must work | Keep 90% product, readiness 80% until onboarding pack exists |
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| Cabinet Builder / Mozaik | MVP 75% | Production mapped but Mozaik issues; not first-customer blocker | 75% | route map, project state | Linux folder creation, customer setup complexity | Stage 2 | Reclassify as Stage 2 unless first customer needs Mozaik |
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| CNC Tooling | MVP 70% | Staging; manufacturing-specific | 80% | route map | Production integration, runtime estimates | Later / parked | Keep score but park for Stage 1 |
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| Estimator | MVP 75% | Production mapped; useful but optional | 80% | route map | Integration to quotes/planner | Stage 1.5 | Keep 75%; not a launch blocker |
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| Time Cards | MVP 85% | Staging; useful for team use, not first onboarding | 65% | route map | Promotion, payroll export, mobile clock-in | Stage 2 | Reclassify Stage 2 |
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| Action Centre | Not-started 0% | Not built | 100% | Dev Centre seed | None for audit | Later | Keep parked |
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| Team Notes | Complete 90% | Production mapped and usable | 85% | route map | Mentions/rich text optional | Stage 1.5 | Keep score |
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| WHS / SOP | Complete 95% | Production mapped; strong but not first-customer onboarding critical | 80% | route map | Template library and AI key setup for SaaS | Stage 2 | Keep product score, Stage 2 priority |
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| Communications Log | Complete 90% | Production mapped | 85% | route map | Body drill-down/bulk actions optional | Stage 1.5 | Keep score |
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| Help Centre / Broadcasts | MVP 80% | Help exists; broadcasts staging | 65% | route map, modules.js | Customer-facing onboarding help not complete | Stage 1.5 | Split Help Centre from Broadcasts |
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| Database Admin | Complete 95% | Staging only; internal/dev tool | 60% | route map | Production hardening, access audit | Later / internal | Reclassify as internal only, not SaaS module |
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| Customer Portal | In-progress 60% | Staging; useful but not required for first onboarding | 70% | route map | Password reset, job progress, file access | Stage 2 | Keep 60%; not launch blocker |
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| Leave & Capacity | Needs-work 85% | Route map prod, project state says styling fixed; older seed stale | 50% | Dev Centre seed, project state | Reconcile stale bug note with current code state | Stage 2 | Update notes; readiness depends on capacity integration |
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| Financials | Complete 100% | Staging; Xero scopes blocked; Premium-tier feature | 30% | route map, North Star | Xero scopes, production promotion, role tests | Stage 2 | Re-score Stage 1 readiness to 40%; do not block first customer |
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| Purchase Orders | Complete 100% | Production mapped, procurement foundation improved | 80% | route map, project state | Receiving-to-inventory verification | Stage 1.5 | Keep high, not first-customer blocker |
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| Inventory | MVP 80% | Production mapped; linked to pricelist/PO in progress | 75% | route map, project state | Stock source audit, PO receiving test | Stage 1.5 | Keep 80%; Stage 1.5 |
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| SaaS Foundations | MVP 75% | Tenant provisioning proven; SaaS Admin staging, onboarding not built | 60% | route map, North Star | Deploy SaaS Admin, smoke-test tenant provisioning, onboarding flow | Stage 1 blocker | Split into SaaS Admin, tenant provisioning, onboarding |
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## Recommended Dev Centre Scoring Model
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Replace single completion percentage with four scores:
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| Score | Meaning |
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| Build completeness | Feature/UI/API exists |
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| Data correctness | Reads/writes correct tables and links to adjacent modules |
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| SaaS safety | business_id/tenant isolation, auth, role access, no secrets, external env readiness |
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| Stage 1 readiness | Required for first paying customer and tested in the launch path |
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## Critical Corrections
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1. PDF Templates must not show 95% complete for SaaS readiness while route map is `missing/unknown` and PDF deposit clauses remain a legal risk.
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2. Financials must not show 100% as launch-ready while Xero scopes are blocked and route status is staging.
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3. Production Planner should move from Stage 1 thinking to Stage 2 unless the first customer requires detailed shop-floor planning immediately.
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4. Dev Centre needs North Star-aware scoring, not generic module completion.
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5. SaaS Foundations must be split because tenant provisioning, SaaS Admin, onboarding wizard, billing, and support readiness are different things.
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## Founder Intent
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Brendan's decision patterns, extracted from 27 ADRs, 21 handbacks, and 8 architecture documents.
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AI reads this to make decisions that match Brendan's style. When uncertain, pick the choice matching more patterns below.
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### 1. Simple > Clever
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1. Simple -- explain in one sentence, fewer parts
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2. Fast -- ship quickly, deliver value
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3. Correct -- solve the real problem
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4. Complete -- clear done state, no gold plating
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5. Clever -- only if none of the above work
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### 2. Ship Mentality
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- Shipping beats perfect. Deployed today > perfect next week.
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- Iterate in production. Ship it, watch what breaks, fix that.
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- Under 20 minutes? Just do it. Planning cost exceeds fix cost.
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### 3. Smallest Safe Change
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- Never rewrite working modules. Refactor only when blocked.
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- One change at a time. Test each layer.
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- Prefer additive changes. Add columns not rename.
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### 4. Real Data Over Examples
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- No fake data, no lorem ipsum. Real data or empty.
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- Test with production data.
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- Research must produce actionable findings.
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### 5. No Bureaucracy
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- No forms, no templates. Natural language.
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- No tagging. System categorises.
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- No reviews for non-production changes. Ship it.
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- 5-second capture threshold.
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### 6. ADHD-Friendly
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- Short bursts. AI works autonomously between them.
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- Zero warm-up. AI presents full context first line.
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- Instant switching. Save state, move on.
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- Problems with solutions. Never problems alone.
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### 7. Role Division
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- Brendan: think, decide, validate, sell
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- AI: execute, remember, inform, maintain, document
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### 8. Value Hierarchy
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1. Revenue
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2. Legal/Compliance
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3. Brendan's time
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4. Customer value
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5. Internal quality
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### 9. Patterns
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- Build for one team first, then generalise.
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- If done in one place, do it everywhere.
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- Cannot verify it? Do not deploy it.
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- Documentation is not optional.
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||||||
|
- Handbacks for everything paused or blocked.
|
||||||
|
|
||||||
|
### 10. Does Not Care About
|
||||||
|
|
||||||
|
- Fancy UI. No animations or polish.
|
||||||
|
- Code aesthetics. Inline styles are fine.
|
||||||
|
- Mobile first. Desktop first.
|
||||||
|
- Tool loyalty. All tools interchangeable.
|
||||||
|
- Process for its own sake.
|
||||||
@@ -0,0 +1,82 @@
|
|||||||
|
# Module Database Source Audit
|
||||||
|
|
||||||
|
This audit maps module data sources and highlights table/source risks for Stage 1 SaaS. It uses migrations, the base schema, route map, and project docs. It does not directly query a live database.
|
||||||
|
|
||||||
|
## Cross-Cutting Findings
|
||||||
|
|
||||||
|
1. Multi-tenant strategy is in transition. Newer SaaS tables use `business_id`, older Cabinet Builder tables use `tenant_id`, and some legacy operational tables need verified business scoping.
|
||||||
|
2. RLS exists as migration `20260701_data_authorization_rls.sql`, but current project state says it is dormant until `SET LOCAL app.business_id` pre-handler wiring exists.
|
||||||
|
3. Several docs conflict on auth and response format. Older `API_OVERVIEW.md` says localStorage/plain JSON, while newer route docs and decisions say httpOnly cookies and response envelopes. Treat this as a launch audit item.
|
||||||
|
4. Dev Centre completion values are not sourced from live module health or database relationships.
|
||||||
|
5. Fresh customer onboarding depends on correct seed data for `module_settings`, `record_number_settings`, PDF templates, price lists, invoice profiles, and business settings.
|
||||||
|
|
||||||
|
## Source Table Map
|
||||||
|
|
||||||
|
| Module | Reads from | Writes to | Correct source? | Relationship concerns | Mock/stale/wrong source risk |
|
||||||
|
|---|---|---|---|---|---|
|
||||||
|
| Customers | `customers`, `contacts`, `customer_addresses`, `customer_notes`, `customer_activities` | same | Yes | Must link customer to enquiries, quotes, projects, invoices | Duplicate customer detection absent |
|
||||||
|
| Contacts | `contacts`, `contact_price_lists` | same | Yes | Customer/contact split can confuse onboarding | Sidebar disabled but routes exist |
|
||||||
|
| Enquiries | `enquiries`, `enquiry_files`, `enquiry_notes`, `email_intake_logs` | same; creates projects on conversion | Yes | Must preserve enquiry-to-project lineage | Conversion flow must be retested |
|
||||||
|
| Quotes | `quotes`, `quote_line_items`, `quote_payment_schedule_steps`, `quote_events`, customers/contacts/pricelist | same; creates invoices | Yes | State compliance data and template defaults must align | Legal terms/defaults risk |
|
||||||
|
| Projects | `projects`, `project_notes`, `project_files`, `project_update_log`, drawings | same | Yes | Parent to jobs/quotes/invoices must be complete | OneDrive path mismatch |
|
||||||
|
| Jobs | `jobs`, `job_tasks`, `job_notes`, `job_files`, `job_schedules`, projects | same | Yes | Stage labels must match SaaS 14-stage workflow | Legacy 12-stage references |
|
||||||
|
| Invoices | `invoices`, `invoice_line_items`, `invoice_profiles`, `invoice_profile_steps`, quotes/projects/jobs | same | Yes | Xero IDs/status sync must be tenant-scoped | Payment state depends on Xero sync |
|
||||||
|
| Pricelist | `price_lists`, `price_list_items`, pricing rules, import batches/actions | same | Yes | Quote pricing and PO links depend on codes/UOM/GST | New-customer starter data missing |
|
||||||
|
| Xero | `integration_connections`, `integration_sync_logs`, `xero_accounts_cache`, `xero_contacts_cache`, `xero_invoices_cache`, `xero_tax_rates_cache` | same | Yes in design | OAuth tokens must be per business | Scopes/env blocker |
|
||||||
|
| Email Intake | `email_intake_logs`, settings, filters, trusted senders | same; creates enquiries/project updates | Yes in design | Must link to tenant records only | Staging OpenAI key missing; failure modes |
|
||||||
|
| Production Planner | `production_*`, jobs, routing, resources, manual entries | same | Mostly | Needs routing setup before useful | Stage 2; not launch-critical |
|
||||||
|
| Scheduler/Dispatch | `schedule_blocks`, `production_schedule_entries`, jobs | same | Legacy/unclear | Overlaps Production Planner | Park or replace to avoid duplicate workflow |
|
||||||
|
| Inventory | `stock_master`, `stock_transactions`, `stock_kits`, `stock_kit_items`, `stock_remnants`, suppliers | same | Yes | PO receiving to stock must be verified | Stale module-level user bug noted historically |
|
||||||
|
| Purchase Orders | `po_master`, `po_line_items`, `suppliers`, stock/pricelist refs | same | Yes | Receiving should update inventory | Verify `stock_id` and transaction write path |
|
||||||
|
| Time Cards | `time_cards`, `time_card_entries`, `staff`, hour templates | same | Yes | Labour cost feeds financials/capacity later | Stage 2 |
|
||||||
|
| Dev Centre | `dev_log_items`, `dev_module_status`, revisions, improvements, debt, feedback | same | Yes for internal planning | No live readiness calculation | Manual percentages stale |
|
||||||
|
| SaaS Admin | `businesses`, `subscriptions`, tenant provisioning artifacts | same plus new tenant DB/schema | Yes in design | Must seed all required setup tables | Staging only; destructive drop endpoint |
|
||||||
|
| Tradify Importer | `tradify_import_*` plus customers/jobs/quotes/invoices/projects | writes many operational tables | Yes in design | Must dedupe customers and preserve import rollback links | Needs customer CSV guide and tenant write tests |
|
||||||
|
| Financials | `financial_snapshots`, `forecast_*`, `manual_cost_entries`, `regular_expenses`, `project_back_costings`, Xero cache, invoices/PO/time cards | same | Yes but broad | Xero scopes and report access required | Stage 2; route status staging |
|
||||||
|
| PDF Templates | `pdf_templates`, `legal_terms`, business logo/details, quote/invoice data | same | Yes in design | Defaults must match state compliance | Route status missing/unknown; legal blocker |
|
||||||
|
| Settings | `module_settings`, `record_number_settings`, `record_number_preferences`, `businesses`, `staff`, sidebar prefs/groups | same | Yes | Must seed per business | Onboarding wizard missing |
|
||||||
|
| Portal | `portal_users`, customer/job/quote/invoice records | portal users and auth tokens | Yes in design | Customer data scoping is high risk | Stage 2 |
|
||||||
|
| WHS/Training | `whs_*`, `training_modules`, `training_records`, staff | same | Yes | Template library needed for SaaS | Stage 2 |
|
||||||
|
| Cabinet Builder/Mozaik/CNC | `cabinet_builder_*`, `mozaik_*`, `cnc_*` | same/files | Mixed | Separate `tenant_id` conflicts with main `business_id` model | Later-stage tenant model risk |
|
||||||
|
| Team Notes | `team_note_pages`, `team_notes` | same | Yes | Links to jobs/quotes/projects | Stage 1.5 |
|
||||||
|
| Communications/SMS | `communications`, SMS-related fields | same | Yes | Twilio config must be per tenant if enabled | Stage 1.5 |
|
||||||
|
|
||||||
|
## Tables That Need Tenant Isolation Verification
|
||||||
|
|
||||||
|
Priority Stage 1 tables:
|
||||||
|
|
||||||
|
- `users`, `businesses`, `module_settings`
|
||||||
|
- `customers`, `contacts`, `customer_addresses`, `customer_notes`
|
||||||
|
- `enquiries`, `enquiry_files`, `enquiry_notes`
|
||||||
|
- `quotes`, `quote_line_items`, `quote_payment_schedule_steps`
|
||||||
|
- `projects`, `project_files`, `project_notes`, `project_update_log`
|
||||||
|
- `jobs`, `job_tasks`, `job_notes`, `job_schedules`
|
||||||
|
- `invoices`, `invoice_line_items`, `invoice_profiles`
|
||||||
|
- `price_lists`, `price_list_items`, `contact_price_lists`
|
||||||
|
- `integration_connections`, `xero_*_cache`
|
||||||
|
- `pdf_templates`, `legal_terms`
|
||||||
|
- `tradify_import_*`
|
||||||
|
|
||||||
|
## Duplicate / Orphan / Wrong-Source Risks
|
||||||
|
|
||||||
|
| Risk | Why it matters | Recommendation |
|
||||||
|
|---|---|---|
|
||||||
|
| `business_id` vs `tenant_id` | Cabinet Builder uses a separate tenant model from SaaS business scope | Do not rely on Cabinet Builder for Stage 1 SaaS until mapped |
|
||||||
|
| Dormant RLS | Migration exists but does not enforce without session variable wiring | Add tenant isolation smoke tests before first customer |
|
||||||
|
| Scheduler vs Production Planner | Duplicate scheduling workflows can confuse users | Park Scheduler/Dispatch unless required |
|
||||||
|
| Dev Centre module status | Manual source can mislead launch decisions | Add launch readiness fields and calculated checks |
|
||||||
|
| PDF legal terms/defaults | Wrong default clauses create legal exposure | Make PDF compliance a Stage 1 blocker |
|
||||||
|
| Tradify import writes many tables | Bad import could pollute a new tenant | Use preview/confirm/rollback and test in throwaway tenant |
|
||||||
|
|
||||||
|
## Stage 1 Database Gate
|
||||||
|
|
||||||
|
Before first paying customer, prove these with a throwaway tenant:
|
||||||
|
|
||||||
|
1. Create business/admin user.
|
||||||
|
2. Create customer/contact/enquiry.
|
||||||
|
3. Convert or create project.
|
||||||
|
4. Create quote from pricelist item.
|
||||||
|
5. Generate compliant PDF for customer state.
|
||||||
|
6. Accept quote and create job/deposit invoice.
|
||||||
|
7. Push invoice to Xero draft, or mark Xero setup as BoundHQ-managed manual step.
|
||||||
|
8. Confirm another tenant cannot read any of the above.
|
||||||
@@ -0,0 +1,54 @@
|
|||||||
|
# Module Dependency Map
|
||||||
|
|
||||||
|
This map shows the intended module connections for Stage 1 SaaS and identifies current, missing, broken, or duplicate links.
|
||||||
|
|
||||||
|
## Core Workflow
|
||||||
|
|
||||||
|
```mermaid
|
||||||
|
flowchart LR
|
||||||
|
Email["Email Intake"] --> Enquiry["Enquiry"]
|
||||||
|
Customer["Customer / Contact"] --> Enquiry
|
||||||
|
Enquiry --> Quote["Quote"]
|
||||||
|
Pricelist["Pricelist"] --> Quote
|
||||||
|
Quote --> Project["Project"]
|
||||||
|
Quote --> Invoice["Deposit Invoice"]
|
||||||
|
Project --> Job["Job"]
|
||||||
|
Job --> InvoiceFinal["Final Invoice"]
|
||||||
|
Invoice --> Xero["Xero"]
|
||||||
|
InvoiceFinal --> Xero
|
||||||
|
Project --> Files["Files / Drawings"]
|
||||||
|
```
|
||||||
|
|
||||||
|
## Dependency Table
|
||||||
|
|
||||||
|
| Flow | Current links | Missing links | Broken/risky links | Required fixes |
|
||||||
|
|---|---|---|---|---|
|
||||||
|
| Email Intake -> Enquiries / Customers / Projects / Attachments | Routes can create enquiries, link logs, apply project updates | Customer setup wizard for mailbox and trusted senders | OpenAI key pending; tenant privacy needs proof | Stage 1.5 setup guide and isolation test |
|
||||||
|
| Enquiry -> Customer -> Quote | CRM and enquiries exist; quotes link contacts/customers | Confirm one-click enquiry-to-quote/project path | Dev Centre seed notes missing convert button | Verify and document onboarding flow |
|
||||||
|
| Quote -> Project -> Job | Projects/jobs/quotes link through `project_id`; acceptance creates downstream records | Confirm all created records carry business scope | PDF compliance defaults risk | Run E2E quote acceptance smoke test |
|
||||||
|
| Quote -> Invoice -> Xero | Invoice creation and Xero push exist | Scopes enabled; per-tenant OAuth setup | Xero route status blocked | Treat Xero setup as Stage 1 launch gate or managed manual step |
|
||||||
|
| Pricelist -> Quotes / Invoices / Purchase Orders / Inventory | Quote pricelist items and procurement fields exist | Guided starter pack for new customers | UOM/GST import mistakes possible | Build customer-facing import template after audit |
|
||||||
|
| Tradify Importer -> Customers / Jobs / Quotes / Invoices / Projects | Upload, preview, confirm, rollback exist | Plain customer instructions and sample export checklist | Bad CSV mapping could pollute tenant | Use throwaway tenant import rehearsal |
|
||||||
|
| Production Planner -> Jobs / Projects / Schedule / Capacity | Production routes and board exist | Staff leave/capacity integration, CNC estimates | Staging only | Stage 2 unless required by customer |
|
||||||
|
| Inventory -> Purchase Orders -> Stock | Stock/PO tables exist; procurement foundation links fields | Receiving-to-stock must be verified | Dev Centre historical bug says unlink existed | Test before promoting as Stage 1.5 |
|
||||||
|
| Customer Portal -> Quotes / Jobs / Invoices | Portal auth/admin routes exist | Job progress and file access incomplete | Customer scoping high-risk | Stage 2 |
|
||||||
|
| PDF Templates -> Quotes / Invoices / Compliance | Template routes/services exist | State default terms deployed and verified | Route map missing/unknown; legal blocker | Fix before first paid quote/invoice |
|
||||||
|
| Settings -> Business setup / branding / numbering / users | Settings tabs and routes exist | Onboarding wizard; DIFM checklist | No single first-run flow | Create onboarding blueprint and manual checklist |
|
||||||
|
| Dev Centre -> Launch readiness | Planning and module status exist | North Star, blockers, test status, stage classification | Manual percentages misleading | Add North Star dashboard spec |
|
||||||
|
|
||||||
|
## Duplicate Workflows
|
||||||
|
|
||||||
|
| Duplicate | Problem | Recommendation |
|
||||||
|
|---|---|---|
|
||||||
|
| Scheduler/Dispatch and Production Planner | Two scheduling concepts with overlapping job movement | Park Scheduler for Stage 1; use Jobs board and simple project/job dates |
|
||||||
|
| Cabinet Builder, Estimator, Mozaik Library | Multiple estimating/BOM paths | Use Pricelist + Quotes for Stage 1; keep advanced manufacturing tools Stage 2+ |
|
||||||
|
| Dev Centre completion vs route promotion map | Two sources imply readiness differently | Route map + readiness audit should drive launch status |
|
||||||
|
| Customer Portal vs public quote portal | Public quote acceptance works; full portal incomplete | Use public quote portal for Stage 1; full portal Stage 2 |
|
||||||
|
|
||||||
|
## Stage 1 Required Dependency Path
|
||||||
|
|
||||||
|
Shortest required path:
|
||||||
|
|
||||||
|
Customer setup -> Settings -> Pricelist -> Customer -> Quote -> PDF -> Accept -> Project/Job -> Invoice -> Xero/manual accounting -> Support.
|
||||||
|
|
||||||
|
Anything outside that path is Stage 1.5 or later unless the first customer explicitly needs it.
|
||||||
@@ -0,0 +1,54 @@
|
|||||||
|
# Module Inventory
|
||||||
|
|
||||||
|
This inventory lists developed modules and notable hidden/experimental areas found through the frontend registry, route map, backend route files, migrations, and project docs. "Current state" is an audit judgment, not a live acceptance result.
|
||||||
|
|
||||||
|
## Inventory
|
||||||
|
|
||||||
|
| Module | Purpose | User role | Frontend location | Backend routes | Main database tables | External integrations | Current working state | Known bugs / risks | Links to other modules | Tenant isolation | Stage 1 need |
|
||||||
|
|---|---|---|---|---|---|---|---|---|---|---|---|
|
||||||
|
| Auth / Users | Login, signup, invites, sessions | All users/admin | `/login`, `/signup`, `/set-password/:token` | `/api/auth` | `users`, `refresh_tokens`, `businesses` | Resend for invites/reset | Prod-partial | Staging login bounce; docs disagree on localStorage vs httpOnly cookie | All modules | `users.business_id`; needs session/RLS proof | Must work |
|
||||||
|
| Dashboard | Operational overview | Admin, manager, office, workshop | `/` | `/api/dashboard` | Aggregates jobs, quotes, invoices, projects | None | Prod | Needs real tenant smoke test | Jobs, quotes, invoices | Depends on route filters | Stage 1 |
|
||||||
|
| Customers | Customer/account CRM | Admin, manager, office | `/customers`, `/customers/:id` | `/api/customers` | `customers`, `contacts`, `customer_addresses`, `customer_notes`, `customer_activities` | None | Prod | Duplicate detection missing | Enquiries, quotes, projects, invoices | Needs business-scoped verification | Stage 1 |
|
||||||
|
| Contacts | People linked to customers | Admin, manager, office | `/contacts`, `/contacts/:id` | `/api/contacts` | `contacts`, `contact_price_lists` | None | Built but sidebar disabled | Separate module disabled | Customers, quotes, invoices | Needs business-scoped verification | Stage 1 as embedded CRM |
|
||||||
|
| Enquiries | Lead capture and conversion | Admin, manager, office | `/enquiries`, `/enquiries/:id` | `/api/enquiries` | `enquiries`, `enquiry_files`, `enquiry_notes` | Email Intake | Prod | Conversion flow needs re-test | Customers, projects, email | Needs business-scoped verification | Stage 1.5 |
|
||||||
|
| Projects | Parent record connecting customer work | Admin, manager, office | `/projects`, `/projects/:id` | `/api/projects` | `projects`, `project_notes`, `project_files`, `project_update_log`, `drawing_register` | OneDrive/rclone file storage | Prod | OneDrive naming mismatch | Enquiry, quote, job, invoice | Needs business-scoped verification | Stage 1 |
|
||||||
|
| Jobs | Production/job execution | Admin, manager, office, workshop | `/jobs`, `/jobs/:id` | `/api/jobs`, `/api/bulk-delete` | `jobs`, `job_tasks`, `job_notes`, `job_files`, `job_schedules` | OneDrive/Mozaik optional | Prod | Confirm 14-stage SaaS labels vs legacy 12-stage references | Projects, quotes, invoices, production | Needs business-scoped verification | Stage 1 |
|
||||||
|
| Quotes | Quote builder, send, accept, revise | Admin, manager, office | `/quotes`, `/quotes/:id`, `/q/:token` | `/api/quotes` | `quotes`, `quote_line_items`, `quote_events`, `quote_files`, `quote_change_requests`, `quote_payment_schedule_steps` | Resend, PDF, Xero via invoice | Prod | PDF compliance default risk; `QuoteDetail.jsx` large | Customers, pricelist, projects, invoices | Needs business-scoped verification; public token access | Stage 1 |
|
||||||
|
| Quote portal | Customer quote view/accept | Customer/public | `/q/:token` | `/api/quotes/view/:token` | `quotes`, `quote_change_requests`, `portal_users` optional | Email links | Prod | Public token permissions need test | Quotes, portal, invoices | Token scoped by quote | Stage 1 |
|
||||||
|
| Invoices | Deposit/final invoices and Xero push | Admin, manager, office | `/invoices`, `/invoices/:id` | `/api/invoices`, `/api/invoice-profiles` | `invoices`, `invoice_line_items`, `invoice_profiles`, `invoice_profile_steps`, `invoice_activity` | Xero, Resend/PDF | Prod | Xero E2E depends on scopes/env | Quotes, jobs, Xero | Needs business-scoped verification | Stage 1 |
|
||||||
|
| Pricelist | Products/services and customer pricing | Admin, manager | `/pricelist` | `/api/pricelists`, `/api/customer-pricing`, `/api/quotes/:id/pricelist-items` | `price_lists`, `price_list_items`, `price_list_category_rules`, `price_list_item_overrides`, `pricelist_import_batches`, `pricelist_import_actions` | CSV/Excel import | Prod | New customer setup not guided enough | Quotes, invoices, PO, inventory | Needs business-scoped verification | Stage 1 |
|
||||||
|
| Communications | Unified outbound/inbound communication log | Admin, manager, office | `/communications` | `/api/communications` | `communications` | Resend, SMS/Twilio indirectly | Prod | Body drill-down/bulk actions missing | Quotes, invoices, projects, SMS | Needs business-scoped verification | Stage 1.5 |
|
||||||
|
| Email Intake | IMAP polling, AI parse, operational queue | Admin, manager, office | `/enquiries/email-intake` | `/api/email-intake` | `email_intake_logs`, `email_intake_filters`, `email_intake_settings`, `email_intake_trusted_senders` | IMAP, OpenAI | Staging | OpenAI key pending; privacy/failure mode setup needed | Enquiries, customers, projects, attachments | Must prove business_id on logs/settings | Stage 1.5 |
|
||||||
|
| Xero | OAuth, contacts/invoices/payment sync, P&L | Admin/manager | `/settings/integrations`, `/financials` | `/api/integrations/xero` | `integration_connections`, `integration_sync_logs`, `xero_*_cache` | Xero OAuth2 | Blocked | Brendan must enable scopes; per-tenant OAuth setup required | Invoices, financials, contacts | `integration_connections.business_id`; verify tokens per business | Stage 1 |
|
||||||
|
| Settings / Module Access | Business setup, users, modules, numbering, appearance | Admin/manager | `/settings` and child tabs | `/api/modules`, `/api/user/sidebar-*`, `/api/business`, `/api/numbering-settings` | `module_settings`, `user_sidebar_prefs`, `user_sidebar_groups`, `record_number_settings`, `businesses`, `staff` | Logo file storage | Prod | Needs onboarding-oriented setup path | All modules | Mixed; business logo/settings use business_id | Stage 1 |
|
||||||
|
| SaaS Admin | Provision/manage SaaS tenants | Founder/developer | `/admin/saas` | `/api/admin/saas` | `businesses`, `subscriptions`, tenant provisioning metadata | PostgreSQL/libpq | Staging | Not deployed; env vars needed; destructive drop endpoint must be protected | Auth, tenant create | Central to SaaS; DB-per-tenant/provision flow | Stage 1 blocker |
|
||||||
|
| Dev Centre | Internal planning/progress system | Admin/developer | `/dev-centre`, `/dev-centre/:id` | `/api/dev-centre` | `dev_*` tables | OpenRouter/OpenAI optional | Staging | Completion % manual and misleading for launch | All development modules | Internal only; should not be customer visible | Internal Stage 1 support |
|
||||||
|
| PDF Templates | Quote/invoice templates and terms | Admin/manager | `/settings/pdf-templates` | `/api/pdf-templates` | `pdf_templates`, `legal_terms`, `terms_acknowledgements` | PDF renderer | Missing/unknown in route map | Deposit clauses illegal in 4 states until defaults fixed | Quotes, invoices, compliance | Needs business_id per templates/terms | Stage 1 blocker |
|
||||||
|
| Customer Portal | Customer account/dashboard | Customer/admin | `/portal/*`, `/settings/portal-users` | `/api/portal/auth`, `/api/portal/admin` | `portal_users`, customer/job/quote/invoice views | Email links | Staging | Job progress/file access/password reset incomplete | Quotes, invoices, jobs | `portal_users.business_id`; verify customer scoping | Stage 2 |
|
||||||
|
| Production Planner | Shop planning by operations/capacity | Admin, manager, workshop | `/production`, `/production/floor-tv`, `/settings/production-routing` | `/api/production` | `production_*`, `job_production_hours`, `manual_production_entries` | Optional CNC | Staging | CNC estimates not wired; data setup heavy | Jobs, projects, schedule, capacity | Needs business scope review | Stage 2 |
|
||||||
|
| Dispatch / Scheduling | Dispatch board, legacy scheduler | Admin, manager, workshop | `/dispatch`, `/scheduling` redirect | `/api/scheduling` | `schedule_blocks`, `production_schedule_entries` | None | Staging/needs-work | Drag/drop issue in seed; superseded by planner | Jobs, production | Needs review | Later / parked |
|
||||||
|
| Inventory | Stock, remnants, transactions, kits | Admin, manager, workshop | `/inventory` | `/api/inventory` | `stock_master`, `stock_transactions`, `stock_kits`, `stock_kit_items`, `stock_remnants`, `stock_suppliers` | Barcode/CSV optional | Prod | PO receiving linkage must be verified | Pricelist, PO, production | Needs business scope review | Stage 1.5 |
|
||||||
|
| Purchase Orders | Supplier ordering and receiving | Admin, manager, office | `/purchase-orders` | `/api/purchase-orders` | `po_master`, `po_line_items`, `suppliers`, `stock_suppliers` | None | Prod | Receiving-to-inventory test required | Pricelist, inventory, financials | Needs business scope review | Stage 1.5 |
|
||||||
|
| Financials | Snapshots, forecasts, cost ledger, cashflow | Admin, manager | `/financials` | `/api/financials/*` | `financial_snapshots`, `forecast_*`, `manual_cost_entries`, `regular_expenses`, `project_back_costings`, `financial_settings` | Xero | Staging/blocked by scopes | Xero scopes; Premium-tier complexity | Invoices, Xero, jobs, PO | Uses business_id in newer tables; verify all routes | Stage 2 |
|
||||||
|
| Time Cards | Staff time entry and approval | Admin, manager, office, workshop | `/time-cards`, `/settings/time-cards` | `/api/time-cards` | `time_cards`, `time_card_entries`, `organisation_hours_defaults`, `staff_hour_templates` | Xero payroll future | Staging | Mobile/payroll export missing | Staff, financials, capacity | Needs business scope review | Stage 2 |
|
||||||
|
| Leave & Capacity | Leave requests and capacity flags | Admin, manager, office, workshop | `/leave` | `/api/leave` | `leave_requests`, `leave_balances`, `staff` | None | Prod according to route map | Needs capacity integration follow-up | Staff, time cards, production | Needs business scope review | Stage 2 |
|
||||||
|
| WHS / SOP | Safety registers and docs | Admin, manager, workshop | `/whs` | `/api/whs`, `/api/whs-ai` | `whs_*`, `training_*` overlap | OpenAI for generation | Prod | Template library setup for SaaS | Training, staff | Needs business scope review | Stage 2 |
|
||||||
|
| Training | Training modules and records | Admin, manager, office | `/training` | `/api/training` | `training_modules`, `training_records` | None | Staging | Not needed for first customer | WHS, staff | Needs business scope review | Stage 2 |
|
||||||
|
| Estimator | Material estimate sessions | Admin, manager, office | `/estimator` | `/api/estimator` | `estimate_sessions`, `estimate_lines`, `price_list_items` | None | Prod | Not fully integrated to planner | Quotes, pricelist | Older `tenant_id` model needs review | Stage 1.5 |
|
||||||
|
| Cabinet Builder | Cabinet BOM/pricing builder | Admin, manager, workshop | `/cabinet-builder` | `/api/cabinet-builder` | `cabinet_builder_*` | Mozaik optional | Prod | Uses separate `tenant_id`; folder creation issue | Quotes, jobs, Mozaik | Separate tenant model; reconcile with business_id | Stage 2 |
|
||||||
|
| Mozaik Library | Import/manage Mozaik library data | Admin/manager | `/settings/cabinet-library`, integration tabs | `/api/mozaik`, `/api/cabinet-library` | `mozaik_*`, `cnc_*`, `cabinet_builder_*` | Mozaik files | Missing/unknown/staging | Complex setup, not launch-critical | Cabinet builder, production, CNC | Needs tenant model review | Later unless first customer needs it |
|
||||||
|
| CNC Tooling | CNC tools, groups, runtime settings | Admin/manager | `/settings/cnc-tooling` | `/api/cnc` | `cnc_*` | Mozaik CNC files | Staging | Runtime not wired to planner | Mozaik, production | Partial `business_id` only | Later |
|
||||||
|
| Cabinet Library | Parameter reference, product briefs, presets | Admin, manager, workshop | `/cabinet-library` | `/api/cabinet-library` | `mozaik_parameter_reference`, `mozaik_product_briefs`, `mozaik_parameter_presets` | OpenAI formula assistant optional | Staging | Product-development oriented | Mozaik, cabinet builder | Needs review | Later |
|
||||||
|
| Team Notes | Internal notes board | Admin, manager, office, workshop | `/team-notes` | `/api/team-notes` | `team_note_pages`, `team_notes` | None | Prod | Rich text/@mentions missing | Jobs, quotes | Needs business scope review | Stage 1.5 |
|
||||||
|
| Help Centre | User guide/help | All internal users | `/help` | Mostly static | static docs | None | Built | SaaS onboarding help not complete | All modules | Not data sensitive | Stage 1.5 |
|
||||||
|
| Broadcasts | Internal announcements | Admin/staff | `/settings/broadcasts` | `/api/broadcasts` | `team_broadcasts`, `broadcast_acknowledgements` | None | Staging | Not launch-critical | Help/settings | Needs business scope review | Later |
|
||||||
|
| Database Admin | Internal database browser | Admin/developer | `/settings/database-admin` | `/api/admin/db`, `/api/admin/database-check` | All allowlisted tables, `audit_log` | None | Staging | Dangerous if exposed to customer tenants | Internal ops | Must be admin-only | Internal only |
|
||||||
|
| Tradify Import | Import legacy Tradify CSV data | Admin/developer/customer setup | `/settings/tradify-import` | `/api/tradify-import` | `tradify_import_*`, plus customers/jobs/quotes/invoices/projects | CSV upload | Staging | Customer instructions and supported CSV formats need clarity | Customers, jobs, quotes, invoices | Must write into correct tenant only | Stage 1.5 / DIFM |
|
||||||
|
| Texture Importer | Import supplier swatches into Mozaik files | Admin/manager | `/texture-importer` | `/api/mozaik/textures/*` | Mozaik texture/config tables/files | Supplier websites/files | Built/staging-ish | Not in route map summary as primary module | Mozaik | Needs review | Later |
|
||||||
|
| Door Orders | Public door order form and admin management | Public/admin | `/door-orders`, public routes | `/api/door-orders`, `/api/public/door-orders` | Door order tables (inline migration reference) | PDF/ZIP file generation | Dev | Customer-only workflow, not core SaaS launch | Customers/admin ops | Scope middleware noted | Later |
|
||||||
|
| Capture PWA | Quick capture notes | Internal/mobile | `/capture` (from source) | `/api/capture` | Capture-related or enquiries/notes | PWA | Built historically | Not in route map summary | Enquiries/notes | Needs review | Later |
|
||||||
|
| SMS | Customer notifications | Admin/office | integrated buttons | `/api/sms` | `communications`, SMS-specific fields | Twilio | Built | Customer tenant opt-in/env needed | Quotes/jobs/invoices/comms | Must isolate sender settings | Stage 1.5 |
|
||||||
|
|
||||||
|
## Inventory Conclusions
|
||||||
|
|
||||||
|
The product has enough built surface for Stage 1, but too many modules are marked "complete" without SaaS launch criteria. The first customer path should be narrow: Auth, Settings/business setup, Customers, Quotes, Pricelist, Projects, Jobs, Invoices, Xero, PDF compliance, SaaS Admin, and selected onboarding/import support.
|
||||||
@@ -0,0 +1,130 @@
|
|||||||
|
# Module Readiness Master Report
|
||||||
|
|
||||||
|
This master report summarises the Stage 1 SaaS readiness audit. It answers: what is the shortest safe path to first paying SaaS customer?
|
||||||
|
|
||||||
|
## Executive Summary
|
||||||
|
|
||||||
|
BoundHQ has more than enough product surface for a first paying SaaS customer. The risk is not missing features. The risk is launching with too many modules exposed, stale Dev Centre completion scores, unresolved legal/compliance defaults, unverified tenant isolation, and onboarding steps that still rely on Brendan's implicit knowledge.
|
||||||
|
|
||||||
|
The shortest safe path is a narrow, assisted launch:
|
||||||
|
|
||||||
|
Tenant -> login -> business setup -> pricelist -> customer -> quote -> compliant PDF -> project/job -> invoice -> Xero/manual accounting -> support.
|
||||||
|
|
||||||
|
## True Current Module Status
|
||||||
|
|
||||||
|
| Category | Modules |
|
||||||
|
|---|---|
|
||||||
|
| Ready or close for Stage 1 product use | Customers, Contacts, Quotes, Projects, Jobs, Invoices, Pricelist, Settings |
|
||||||
|
| Stage 1 blockers | Auth login verification, SaaS Admin deployment, PDF compliance defaults, tenant isolation tests, Xero setup decision |
|
||||||
|
| Stage 1.5 assisted setup | Tradify Importer, Email Intake, Communications/SMS, Inventory, Purchase Orders, Estimator, Team Notes, Help Centre |
|
||||||
|
| Stage 2 | Production Planner, Financials, Time Cards, Leave & Capacity, WHS, Training, Customer Portal |
|
||||||
|
| Later / parked | Mozaik Library, CNC Tooling, Cabinet Library, Texture Importer, Door Orders, Database Admin, legacy Scheduler/Dispatch |
|
||||||
|
|
||||||
|
## Dev Centre Accuracy
|
||||||
|
|
||||||
|
Dev Centre module completion percentages are development memory, not launch readiness. Major inaccuracies:
|
||||||
|
|
||||||
|
- PDF Templates show 95% complete but route map says missing/unknown and legal default risk remains.
|
||||||
|
- Financials show 100% but are staging and blocked by Xero scopes.
|
||||||
|
- Production Planner shows 95% but is Stage 2 for first customer.
|
||||||
|
- SaaS Foundations are lumped into one 75% score, hiding tenant provisioning, onboarding, SaaS Admin, and billing differences.
|
||||||
|
- Completion does not account for route promotion, tests, tenant isolation, external envs, or North Star priority.
|
||||||
|
|
||||||
|
## Stage 1 Launch Blockers
|
||||||
|
|
||||||
|
1. Fix/verify login bounce on staging.
|
||||||
|
2. Deploy/verify PDF compliance defaults for quote/invoice templates.
|
||||||
|
3. Deploy/verify SaaS Admin and tenant provisioning.
|
||||||
|
4. Run tenant isolation smoke tests.
|
||||||
|
5. Resolve Xero scopes or approve manual accounting fallback for first customer.
|
||||||
|
6. Create customer onboarding checklist and starter pricelist path.
|
||||||
|
7. Confirm VPS security items before real customer data: `.env` permissions and credential rotation plan.
|
||||||
|
|
||||||
|
## Modules Ready for SaaS
|
||||||
|
|
||||||
|
Ready means "close enough for first customer with focused testing", not "perfect".
|
||||||
|
|
||||||
|
- Customers/Contacts
|
||||||
|
- Settings/business details/module access/numbering
|
||||||
|
- Pricelist core
|
||||||
|
- Quotes core
|
||||||
|
- Public quote acceptance
|
||||||
|
- Projects
|
||||||
|
- Jobs
|
||||||
|
- Invoices core
|
||||||
|
- Communications log
|
||||||
|
|
||||||
|
## Modules Not Ready for Stage 1 Exposure
|
||||||
|
|
||||||
|
- Dev Centre: internal only
|
||||||
|
- Database Admin: internal only
|
||||||
|
- Financials: Stage 2/Premium; Xero scopes blocker
|
||||||
|
- Production Planner: Stage 2 unless customer explicitly needs it
|
||||||
|
- Customer Portal: Stage 2; public quote portal is enough
|
||||||
|
- Mozaik/CNC/Cabinet Library/Texture Importer: later-stage manufacturing depth
|
||||||
|
- Door Orders: separate workflow
|
||||||
|
- Legacy Scheduler/Dispatch: park or simplify
|
||||||
|
|
||||||
|
## Database / Source Issues
|
||||||
|
|
||||||
|
Critical database audit points:
|
||||||
|
|
||||||
|
- `business_id` tenant isolation must be proven across core tables.
|
||||||
|
- RLS migration exists but is dormant without session variable wiring.
|
||||||
|
- Older Cabinet Builder tables use `tenant_id`, not main `business_id`.
|
||||||
|
- Dev Centre readiness values are manually seeded/stale.
|
||||||
|
- Tradify Importer writes multiple operational tables and must be rehearsed in a throwaway tenant.
|
||||||
|
- Xero tokens/cache must be per business.
|
||||||
|
- PDF terms/templates must be business/state-scoped.
|
||||||
|
|
||||||
|
## Onboarding Gaps
|
||||||
|
|
||||||
|
- No single first-run onboarding wizard.
|
||||||
|
- No customer-facing Tradify export instructions.
|
||||||
|
- No starter pricelist pack.
|
||||||
|
- No explicit Xero setup fallback decision.
|
||||||
|
- No AI/email privacy consent flow.
|
||||||
|
- No clear "Do It For You" checklist in-app.
|
||||||
|
|
||||||
|
## Testing Gaps
|
||||||
|
|
||||||
|
Must add/run before first customer:
|
||||||
|
|
||||||
|
- login smoke test
|
||||||
|
- quote-to-invoice E2E
|
||||||
|
- PDF compliance E2E
|
||||||
|
- tenant isolation tests
|
||||||
|
- SaaS tenant provisioning smoke test
|
||||||
|
- Xero invoice push or manual fallback test
|
||||||
|
- Tradify import dry run
|
||||||
|
- Email Intake dry run if enabled
|
||||||
|
- role/module access matrix
|
||||||
|
|
||||||
|
## Recommended Next Actions
|
||||||
|
|
||||||
|
| Order | Action | Owner | Why |
|
||||||
|
|---:|---|---|---|
|
||||||
|
| 1 | Verify/fix staging login bounce | Brendan + AI | Cannot test anything reliably without login |
|
||||||
|
| 2 | Deploy/fix PDF compliance defaults | AI | Legal blocker for quotes/invoices |
|
||||||
|
| 3 | Deploy SaaS Admin and run tenant smoke test | AI | Enables customer onboarding |
|
||||||
|
| 4 | Run core workflow E2E in throwaway tenant | AI | Proves launch path |
|
||||||
|
| 5 | Decide Xero now vs manual fallback | Brendan | Avoids blocking launch indefinitely |
|
||||||
|
| 6 | Create first-customer DIFM onboarding checklist | AI | Reduces customer confusion |
|
||||||
|
| 7 | Prepare starter pricelist/import guide | AI | Gets first quote created quickly |
|
||||||
|
| 8 | Hide/park non-Stage-1 modules for first tenant | AI/Brendan | Reduces support burden |
|
||||||
|
|
||||||
|
## Shortest Safe Path to First Paying SaaS Customer
|
||||||
|
|
||||||
|
Do not finish every module. Launch one narrow, assisted workflow.
|
||||||
|
|
||||||
|
1. Brendan identifies first customer.
|
||||||
|
2. AI provisions a tenant through SaaS Admin.
|
||||||
|
3. AI configures business details, users, numbering, modules, and compliant templates.
|
||||||
|
4. AI imports or creates a minimum viable pricelist.
|
||||||
|
5. Brendan/customer creates one real quote.
|
||||||
|
6. AI verifies PDF compliance and quote acceptance.
|
||||||
|
7. AI verifies project/job/invoice creation.
|
||||||
|
8. Xero is connected if scopes are ready; otherwise first customer runs manual accounting fallback for the first week.
|
||||||
|
9. Keep Stage 2 modules hidden until the first customer is active and stable.
|
||||||
|
|
||||||
|
Final recommendation: Stage 1 should be a concierge onboarding launch, not self-serve. BoundHQ should sell the first customer on the core cabinet-shop workflow and use manual setup to smooth every rough edge.
|
||||||
@@ -0,0 +1,153 @@
|
|||||||
|
# Dev Centre North Star Spec
|
||||||
|
|
||||||
|
This spec defines how the North Star should appear inside Dev Centre so Brendan sees launch readiness, not just generic module completion.
|
||||||
|
|
||||||
|
## Goal
|
||||||
|
|
||||||
|
When Brendan opens Dev Centre, the first screen should answer:
|
||||||
|
|
||||||
|
1. Can we onboard the first paying SaaS customer?
|
||||||
|
2. What is blocking that?
|
||||||
|
3. Which module needs the next smallest safe action?
|
||||||
|
|
||||||
|
## Recommended Layout
|
||||||
|
|
||||||
|
### Top Band: North Star
|
||||||
|
|
||||||
|
- Current North Star: first paying SaaS customer onboarded and retained for 90 days.
|
||||||
|
- Stage 1 readiness score.
|
||||||
|
- Launch status: Blocked / At Risk / Ready for first customer / In customer trial.
|
||||||
|
- Top 3 blockers.
|
||||||
|
- Next recommended action.
|
||||||
|
|
||||||
|
### Launch Checklist
|
||||||
|
|
||||||
|
Checklist groups:
|
||||||
|
|
||||||
|
- Security and access
|
||||||
|
- Tenant provisioning
|
||||||
|
- Auth/login
|
||||||
|
- Compliance/PDF
|
||||||
|
- Core workflow
|
||||||
|
- Xero/accounting
|
||||||
|
- Onboarding assets
|
||||||
|
- Testing
|
||||||
|
|
||||||
|
### Module Readiness Table
|
||||||
|
|
||||||
|
Columns:
|
||||||
|
|
||||||
|
- Module
|
||||||
|
- Stage classification
|
||||||
|
- Build status
|
||||||
|
- Data status
|
||||||
|
- SaaS safety
|
||||||
|
- Test status
|
||||||
|
- Blocker
|
||||||
|
- Owner
|
||||||
|
- Next action
|
||||||
|
|
||||||
|
### Blockers Panel
|
||||||
|
|
||||||
|
Show only launch blockers:
|
||||||
|
|
||||||
|
- login bounce
|
||||||
|
- PDF compliance defaults
|
||||||
|
- Xero scopes/setup
|
||||||
|
- tenant isolation tests
|
||||||
|
- SaaS Admin deploy
|
||||||
|
- VPS credential/security items
|
||||||
|
|
||||||
|
### First Customer Progress
|
||||||
|
|
||||||
|
Fields:
|
||||||
|
|
||||||
|
- Customer identified?
|
||||||
|
- Tenant provisioned?
|
||||||
|
- Owner login verified?
|
||||||
|
- First quote created?
|
||||||
|
- First invoice created?
|
||||||
|
- Xero connected/manual fallback?
|
||||||
|
- 7-day/30-day/90-day check-in status?
|
||||||
|
|
||||||
|
## Data Needed
|
||||||
|
|
||||||
|
Current Dev Centre tables can support some of this:
|
||||||
|
|
||||||
|
- `dev_log_items`
|
||||||
|
- `dev_module_status`
|
||||||
|
- `dev_revisions`
|
||||||
|
- `dev_improvements`
|
||||||
|
- `dev_technical_debt`
|
||||||
|
|
||||||
|
Additional fields or derived config needed:
|
||||||
|
|
||||||
|
- stage classification: Stage 1, Stage 1.5, Stage 2, Later
|
||||||
|
- launch blocker boolean
|
||||||
|
- owner: Brendan / AI / customer / external
|
||||||
|
- test status: not run, failing, passing, blocked
|
||||||
|
- route promotion status from `route-module-map.json`
|
||||||
|
- North Star checklist status
|
||||||
|
|
||||||
|
## Completion Scoring Logic
|
||||||
|
|
||||||
|
Readiness should not equal build completion.
|
||||||
|
|
||||||
|
Suggested formula:
|
||||||
|
|
||||||
|
```
|
||||||
|
stage_1_readiness =
|
||||||
|
25% build_complete +
|
||||||
|
25% data_source_correct +
|
||||||
|
25% saas_safe +
|
||||||
|
25% tested_in_launch_flow
|
||||||
|
```
|
||||||
|
|
||||||
|
Launch blockers should cap the score:
|
||||||
|
|
||||||
|
- login broken: cap Auth and overall launch at 50%
|
||||||
|
- legal PDF issue: cap Quotes/PDF/overall launch at 70%
|
||||||
|
- tenant isolation untested: cap overall launch at 75%
|
||||||
|
- SaaS Admin not deployed: cap onboarding at 60%
|
||||||
|
- Xero blocked: cap Xero at 50%, but allow manual-accounting exception if Brendan approves
|
||||||
|
|
||||||
|
## Module Readiness Categories
|
||||||
|
|
||||||
|
| Category | Meaning |
|
||||||
|
|---|---|
|
||||||
|
| Stage 1 - Must Work | Required for first paying customer |
|
||||||
|
| Stage 1.5 - Strongly Recommended | Can be manual/assisted at launch |
|
||||||
|
| Stage 2 | Useful after first customer validates SaaS |
|
||||||
|
| Later / Parked | Do not spend launch time |
|
||||||
|
| Internal Only | Dev/admin tools not sold as product modules |
|
||||||
|
|
||||||
|
## Testing Checklist
|
||||||
|
|
||||||
|
Dev Centre should show pass/fail for:
|
||||||
|
|
||||||
|
- login
|
||||||
|
- tenant creation
|
||||||
|
- customer creation
|
||||||
|
- quote creation
|
||||||
|
- compliant PDF generation
|
||||||
|
- quote acceptance
|
||||||
|
- project/job creation
|
||||||
|
- invoice creation
|
||||||
|
- Xero push or manual fallback
|
||||||
|
- cross-tenant data isolation
|
||||||
|
- Tradify import dry run
|
||||||
|
- Email Intake dry run
|
||||||
|
|
||||||
|
## What Brendan Should See First
|
||||||
|
|
||||||
|
Recommended first line:
|
||||||
|
|
||||||
|
> Stage 1 SaaS launch is blocked by: login verification, PDF compliance defaults, SaaS Admin deploy, tenant isolation tests, and Xero setup decision.
|
||||||
|
|
||||||
|
Then show one button or command:
|
||||||
|
|
||||||
|
> Next best action: verify login on staging or approve AI to deploy SaaS Admin and PDF defaults.
|
||||||
|
|
||||||
|
## Readiness Verdict
|
||||||
|
|
||||||
|
Dev Centre should become the launch cockpit. The current module completion tab is useful history, but it is not a safe source of truth for Stage 1 launch decisions.
|
||||||
@@ -0,0 +1,144 @@
|
|||||||
|
# BoundHQ Positioning
|
||||||
|
|
||||||
|
> How BoundHQ compares to alternatives in the cabinet manufacturing
|
||||||
|
> and joinery software space.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Competitive Landscape
|
||||||
|
|
||||||
|
| Competitor | Role | BoundHQ Advantage | BoundHQ Disadvantage |
|
||||||
|
|------------|------|-------------------|----------------------|
|
||||||
|
| **Tradify** | Field service management | Cabinetry-specific 14-stage workflow, state-regulated compliance, no per-seat pricing, open-source self-host option | Less mature, smaller ecosystem, fewer integrations, no mobile app |
|
||||||
|
| **Xero** | Accounting | Built-in job management, production tracking, quoting, CRM, compliance | Not an accounting system — two-way sync needed, manual invoice reconciliation |
|
||||||
|
| **ServiceM8** | Field service + CRM | Cabinetry-specific workflows, compliance, production tracking, AI features | Less mature, smaller user base, fewer integrations |
|
||||||
|
| **Generic ERP (Netsuite, SAP)** | Enterprise resource planning | Affordable ($39-199/mo vs $10K+/mo), cabinetry-specific, no implementation consultants needed | Not enterprise-grade, single-region (Australia), smaller team |
|
||||||
|
| **Built it yourself (spreadsheets + Xero)** | DIY | All-in-one platform, compliance built-in, production tracking, AI features | Ongoing subscription, dependency on BoundHQ team |
|
||||||
|
| **Folders and paper** | None | Digital transformation, compliance, production tracking, analytics | Learning curve for non-digital teams |
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Primary Market Positioning
|
||||||
|
|
||||||
|
**BoundHQ is the operations platform for cabinet manufacturers and joinery shops who have outgrown Tradify.**
|
||||||
|
|
||||||
|
The key differentiators:
|
||||||
|
|
||||||
|
1. **Cabinetry-Specific Workflow** — 14-stage production pipeline that matches actual cabinet shop operations: Enquiry → Quote → Accepted → Job Scheduled → Final Draft Approved → Programming Complete → Materials Ready → CNC Cutting → Secondary Operations → Assembly/Flat Pack → QA → Delivery/Pickup → Invoice Complete → Closed. Tradify has 5 generic stages.
|
||||||
|
|
||||||
|
2. **State-Regulated Compliance (Australia)** — Deposit caps, insurance requirements, cooling-off periods, and statutory warranties for all 8 Australian states and territories. Currently illegal in 4 states without this. No other platform in this price range offers it.
|
||||||
|
|
||||||
|
3. **All-in-One (No Stacking)** — CRM, quoting, job management, production tracking, invoicing, Xero integration, email intake, SMS, customer portal, compliance, Gantt scheduling, drawing management, purchase orders, financial planning. Tradify + Xero + ServiceM8 + Fathom + compliance tool would cost 5x and not integrate.
|
||||||
|
|
||||||
|
4. **AI-Powered (Built for the AI Era)** — AI email intake parsing, compliance checking, cash flow predictions, margin alerts, capacity planning, customer Q&A. Tradify has no AI. ServiceM8 has basic automation.
|
||||||
|
|
||||||
|
5. **Affordable SaaS ($39-99/mo)** or **Self-Hosted** — Flat per-business pricing (not per-seat). For a 6-person cabinet shop: Tradify = $270/mo (Essential) to $540/mo (Advanced). BoundHQ = $39-99/mo. Self-hosted option for privacy-conscious shops.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Battle Cards
|
||||||
|
|
||||||
|
### vs Tradify
|
||||||
|
|
||||||
|
| Feature | Tradify | BoundHQ |
|
||||||
|
|---------|---------|---------|
|
||||||
|
| Cabinetry workflow (14-stage) | 5 generic stages | Full 14-stage pipeline |
|
||||||
|
| State-regulated compliance | None | 8-state compliance built-in |
|
||||||
|
| Multi-section quoting | Limited | Full multi-section with dynamic totals |
|
||||||
|
| Production tracking | Basic | Kanban + Gantt + checklist |
|
||||||
|
| AI features | None | Email parsing, compliance, cashflow predictions |
|
||||||
|
| Pricing | $45-90/seat/mo (6 seats: $270-540) | $39-99/business/mo |
|
||||||
|
| Customer portal | Basic | 7-stage progress, quotes, invoices |
|
||||||
|
| SMS | Via add-on ($29/mo) | Built-in (Twilio) |
|
||||||
|
| Drawing management | None | Full revision control + register |
|
||||||
|
| Financial planning | None | Cashflow calendar, forecasting, pipeline |
|
||||||
|
| Open source | No | Yes (self-host option) |
|
||||||
|
| Data export | Proprietary format | Standard SQL + CSV |
|
||||||
|
|
||||||
|
**Best win:** Shop with >3 users where per-seat Tradify pricing hurts, and/or shops needing state-regulated compliance.
|
||||||
|
|
||||||
|
### vs Xero (for job management)
|
||||||
|
|
||||||
|
| Capability | Xero | BoundHQ |
|
||||||
|
|-----------|------|---------|
|
||||||
|
| Job management | No (add-on required) | Built-in (14-stage pipeline) |
|
||||||
|
| Production tracking | No | Kanban + Gantt + checklist |
|
||||||
|
| Quoting | Basic invoice-style | Full multi-section quoting |
|
||||||
|
| Compliance (AU states) | No | Yes (8-state, built-in) |
|
||||||
|
| Customer portal | No | Yes (7-stage progress) |
|
||||||
|
| AI features | Limited (bank feed) | Yes (email parsing, compliance, forecasting) |
|
||||||
|
| Pricing | $65-94/mo | $39-99/mo |
|
||||||
|
| **Integration** | — | Two-way Xero sync (invoices, P&L, contacts) |
|
||||||
|
|
||||||
|
**Best win:** Xero users who need job management and production tracking without adding 3 more tools.
|
||||||
|
|
||||||
|
### vs ServiceM8
|
||||||
|
|
||||||
|
| Feature | ServiceM8 | BoundHQ |
|
||||||
|
|---------|-----------|---------|
|
||||||
|
| Cabinetry workflow | Generic (field service) | 14-stage cabinetry-specific |
|
||||||
|
| State-regulated compliance | None | 8-state built-in |
|
||||||
|
| Production tracking | Basic | Kanban + Gantt + checklist + 14 stages |
|
||||||
|
| AI features | Basic automation | AI email parsing, compliance, cashflow predictions |
|
||||||
|
| Multi-section quoting | No | Yes |
|
||||||
|
| Drawing management | No | Yes (revision control + register) |
|
||||||
|
| CNC integration | No | Mozaik import |
|
||||||
|
| Financial planning | No | Cashflow calendar, forecasting, pipeline |
|
||||||
|
| Pricing | $29-139/mo (single user) + $15/extra user | $39-99/business/mo |
|
||||||
|
|
||||||
|
**Best win:** Cabinet shops on ServiceM8 who need production tracking, compliance, and quoting beyond basic field service templates.
|
||||||
|
|
||||||
|
### vs Generic ERP
|
||||||
|
|
||||||
|
| Factor | ERP (Netsuite/SAP) | BoundHQ |
|
||||||
|
|--------|-------------------|---------|
|
||||||
|
| Implementation cost | $50K-500K+ | $0 (self-serve) |
|
||||||
|
| Monthly cost | $10K-100K+ | $39-99 |
|
||||||
|
| Time to value | 6-18 months | Same day |
|
||||||
|
| Cabinetry-specific | No (config needed) | Yes (purpose-built) |
|
||||||
|
| Compliance | Country/industry specific | AU cabinet/building specific |
|
||||||
|
| Staff required | Full-time admin | Zero (existing staff) |
|
||||||
|
|
||||||
|
**Best win:** Micro-businesses (1-20 staff) who would never consider an ERP but have outgrown spreadsheets.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Pricing Tiers
|
||||||
|
|
||||||
|
| Tier | Price | Targets | Key Features |
|
||||||
|
|------|-------|---------|-------------|
|
||||||
|
| Starter | $39/mo | Solo operators (1-2 staff) | CRM, quotes, jobs, invoices, Xero sync, email intake |
|
||||||
|
| Professional | $59/mo | Growing shops (3-6 staff) | All Starter + Gantt, drawing management, compliance, portal, SMS |
|
||||||
|
| Premium | $99/mo | Professional + AI features | AI Q&A, cash flow predictions, margin alerts |
|
||||||
|
| Manufacturing | $199/mo | Production-focused shops | AI capacity planning, CNC integration, stock management, Mozaik import |
|
||||||
|
|
||||||
|
All tiers: flat per-business pricing, no per-seat charge. Self-hosted: free (bring your own server).
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Target Customer Profile
|
||||||
|
|
||||||
|
**Primary:** Australian cabinet manufacturers and joinery shops with 2-20 staff.
|
||||||
|
|
||||||
|
**Pain points:**
|
||||||
|
- Outgrown Tradify or ServiceM8 workflows
|
||||||
|
- Need state-regulated compliance (or worried about existing non-compliance)
|
||||||
|
- Tired of stacking 3-5 tools (quoting, job management, Xero, compliance, portal)
|
||||||
|
- Per-seat pricing hurts at 5+ users
|
||||||
|
- Want AI features but can't afford enterprise solutions
|
||||||
|
|
||||||
|
**Secondary:** Other Australian trade businesses with regulated workflows (kitchen renovators, bathroom renovators, building contractors).
|
||||||
|
|
||||||
|
**Aspirational:** Multi-trade service platforms (beyond cabinetry into broader building trades).
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Key Risks to Positioning
|
||||||
|
|
||||||
|
| Risk | Mitigation |
|
||||||
|
|------|------------|
|
||||||
|
| Tradify adds compliance features | First-mover advantage + deeper integration with cabinet workflow |
|
||||||
|
| Competitor builds AI features faster | Focus on domain-specific AI (compliance, production) rather than generic chatbot |
|
||||||
|
| Shops prefer per-seat pricing (perceived fairness) | Emphasize total cost of ownership at 5+ users |
|
||||||
|
| Self-hosted cannibalises SaaS revenue | Self-hosted lacks AI features, SMS, premium support — upsell path to SaaS |
|
||||||
|
| Australian-only limits TAM | Target AU cabinet shops (2,000+), expand to NZ/UK when proven |
|
||||||
@@ -0,0 +1,77 @@
|
|||||||
|
# Pricelist Builder Assessment
|
||||||
|
|
||||||
|
This assessment asks whether a new customer can realistically build a usable pricelist from scratch for Stage 1 SaaS.
|
||||||
|
|
||||||
|
## Current State
|
||||||
|
|
||||||
|
Pricelist is production mapped and has:
|
||||||
|
|
||||||
|
- master pricelist items
|
||||||
|
- price lists and customer pricing rules
|
||||||
|
- item overrides and category rules
|
||||||
|
- Excel/CSV import/export
|
||||||
|
- import batches and rollback
|
||||||
|
- supplier/procurement foundation fields
|
||||||
|
- quote integration through quote-specific pricelist items
|
||||||
|
|
||||||
|
## Assessment
|
||||||
|
|
||||||
|
| Area | Current support | Stage 1 gap |
|
||||||
|
|---|---|---|
|
||||||
|
| Manual entry | Exists | Needs guided "minimum viable item" flow |
|
||||||
|
| Import tools | Exists | Needs customer-safe template and validation guide |
|
||||||
|
| Supplier support | Improving | Not necessary for first quote |
|
||||||
|
| Price levels | Exists | Needs default starter tiers explained |
|
||||||
|
| Units of measure | Exists in data model/import | Needs controlled list and examples |
|
||||||
|
| GST handling | Quote/invoice line support exists | Needs default GST behavior for new items |
|
||||||
|
| Quote integration | Exists | Must be tested with starter items |
|
||||||
|
| Starter templates | Not clearly present | Needed for first customer |
|
||||||
|
| Rollback | Exists for imports | Needs customer-facing explanation |
|
||||||
|
|
||||||
|
## Minimum Viable Pricelist Setup
|
||||||
|
|
||||||
|
For first customer, do not ask them to model their entire shop.
|
||||||
|
|
||||||
|
Required starter fields:
|
||||||
|
|
||||||
|
- item code
|
||||||
|
- description
|
||||||
|
- category
|
||||||
|
- unit
|
||||||
|
- sell price ex GST
|
||||||
|
- GST rate
|
||||||
|
- active/inactive
|
||||||
|
|
||||||
|
Optional later:
|
||||||
|
|
||||||
|
- supplier
|
||||||
|
- supplier SKU
|
||||||
|
- cost price
|
||||||
|
- markup
|
||||||
|
- stock link
|
||||||
|
- price tier rules
|
||||||
|
- customer-specific overrides
|
||||||
|
|
||||||
|
## Recommended Starter Packs
|
||||||
|
|
||||||
|
1. Basic cabinetry quoting pack: labour, delivery, install, hardware allowance, custom item.
|
||||||
|
2. Flat pack pack: carcass, doors, panels, edging, hardware, delivery.
|
||||||
|
3. Trade/customer tier pack: retail, builder, trade.
|
||||||
|
|
||||||
|
## Better Guided Builder
|
||||||
|
|
||||||
|
The guided builder should have three paths:
|
||||||
|
|
||||||
|
| Path | Best for | Flow |
|
||||||
|
|---|---|---|
|
||||||
|
| Start simple | New customer wants to quote today | Add 10 core services/items |
|
||||||
|
| Import CSV | Customer has spreadsheet/pricelist | Upload -> preview -> fix required fields -> import |
|
||||||
|
| Do It For You | Customer sends spreadsheet | BoundHQ cleans/imports/validates |
|
||||||
|
|
||||||
|
## Do It For You Recommendation
|
||||||
|
|
||||||
|
For first paying customer, BoundHQ should offer DIFM pricelist setup. It reduces churn risk and avoids spending pre-revenue time on a perfect self-serve builder.
|
||||||
|
|
||||||
|
## Readiness Verdict
|
||||||
|
|
||||||
|
The pricelist engine is likely strong enough for Stage 1 product use, but the customer setup experience is not. Stage 1 should use starter packs plus DIFM import, with self-serve builder improvements later.
|
||||||
@@ -0,0 +1,114 @@
|
|||||||
|
# BoundHQ Evolution
|
||||||
|
|
||||||
|
> The timeline from custom cabinetry JMS to SaaS platform.
|
||||||
|
> AI reads this to understand where BoundHQ came from and where it's going.
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Phase 0 — Tradify Era (Before 2025)
|
||||||
|
|
||||||
|
Brendan runs Cabinet HQ, a custom cabinetry and joinery shop. Uses Tradify for job management, quoting, and invoicing. Tradify works for basic field service but frustrates on cabinetry-specific workflows: 14-stage production pipeline, multi-section quotes, state-regulated compliance, CNC integration, and per-user sidebar customisation.
|
||||||
|
|
||||||
|
Key frustrations:
|
||||||
|
- No 14-stage cabinetry workflow (Tradify has 5 generic stages)
|
||||||
|
- No state-regulated deposit caps or payment schedules
|
||||||
|
- No production tracking beyond "in progress"
|
||||||
|
- No drawing management or revision control
|
||||||
|
- No Mozaik CNC integration
|
||||||
|
- Per-seat pricing for a 6-person shop gets expensive
|
||||||
|
|
||||||
|
## Phase 1 — Custom JMS (Late 2025)
|
||||||
|
|
||||||
|
Brendan starts building his own job management system. Initially just for Cabinet HQ — no multi-tenant, no SaaS ambitions. The system needs to:
|
||||||
|
- Handle the 14-stage cabinetry workflow Tradify can't
|
||||||
|
- Support complex multi-section quoting
|
||||||
|
- Track production through the workshop
|
||||||
|
- Manage drawings and revisions
|
||||||
|
- Integrate with Xero for invoicing
|
||||||
|
|
||||||
|
Architecture decisions from this era:
|
||||||
|
- Single-file backend (server.js) — simple, no orchestration needed
|
||||||
|
- No ORM — raw SQL, Brendan knows PostgreSQL
|
||||||
|
- Desktop first — the team works at desks and workshop PCs
|
||||||
|
- PostgreSQL for metadata, filesystem for binary files
|
||||||
|
- JWT auth with localStorage tokens
|
||||||
|
|
||||||
|
## Phase 2 — Feature Explosion (Early-Mid 2026)
|
||||||
|
|
||||||
|
The system outgrows its JMS origins. Major modules added:
|
||||||
|
- CRM (customers, contacts, enquiries, projects)
|
||||||
|
- Kanban jobs with 14-stage production tracking
|
||||||
|
- Multi-section quotes with section totals
|
||||||
|
- Email Intake (IMAP + AI parsing)
|
||||||
|
- Xero Integration (invoice push, P&L sync)
|
||||||
|
- Mozaik CNC import and texture importing
|
||||||
|
- Team Notes, Time Cards
|
||||||
|
- Pricelist with supplier management
|
||||||
|
- Purchase Orders (Stage 1)
|
||||||
|
- Settings with module access control
|
||||||
|
|
||||||
|
Key metric: 155 database tables, 40+ deployed modules.
|
||||||
|
|
||||||
|
## Phase 3 — SaaS Awakening (June 2026)
|
||||||
|
|
||||||
|
Brendan realises other cabinet shops have the same Tradify frustrations. The system is proven with Cabinet HQ's own 6-person shop. Key developments:
|
||||||
|
|
||||||
|
- **June 4:** Multi-tenant architecture decision (shared schema + business_id + RLS). Base schema committed (155 tables). Tenant provisioning tool proven with 16 verification checks.
|
||||||
|
- **June 5:** SaaS Admin module built — tenant management with 7 API endpoints. Tradify import pipeline built to migrate competitor customers.
|
||||||
|
- **June 6-7:** PDF compliance service built (8-state awareness). State-regulated quotes. QLD insurance calculation. Revenue-legal foundation for regulated markets.
|
||||||
|
- **June 8:** Purchase Orders Stage 1 — supplier accounts, stock tracking, procurement foundation. Staging versioning standardised for deployment reliability.
|
||||||
|
- **June 9:** SMS notifications (Twilio) — first Podium-style customer communication feature. Tenant branding Phase 1 (sidebar white-label).
|
||||||
|
- **June 10-12:** Financial Planning engine — all 8 phases of Project Cost Ledger built in a single pass. Cashflow calendar, forecasting, pipeline, Xero OPEX scanner. Real P&L data: $115K monthly revenue, $78.4K average.
|
||||||
|
- **June 13:** Public door order form. Cashflow Needs Dates editor.
|
||||||
|
|
||||||
|
## Phase 4 — BoundHQ Brand (Current)
|
||||||
|
|
||||||
|
cabinetHQ becomes BoundHQ — a SaaS platform for cabinet manufacturers and joinery shops. The product has:
|
||||||
|
- Proven multi-tenant architecture with provisioning tooling
|
||||||
|
- State-regulated compliance for all 8 Australian jurisdictions
|
||||||
|
- Financial planning engine (Fathom-style cashflow, forecasting, pipeline)
|
||||||
|
- Customer communication (SMS, email, portal with 7-stage progress)
|
||||||
|
- Production tracking (14-stage kanban, Gantt scheduling, drawing management)
|
||||||
|
- Integration ecosystem (Xero, Mozaik, Tradify import, IMAP email)
|
||||||
|
- AI-powered features (Email Intake parsing, OPEX scanning, compliance)
|
||||||
|
|
||||||
|
## Future Phases
|
||||||
|
|
||||||
|
### Phase 4 (Next 30 Days)
|
||||||
|
- SaaS launch: first paying customer onboarded via SaaS Admin
|
||||||
|
- Premium AI tier ($99/mo): AI Business Q&A, cash flow predictions, margin alerts
|
||||||
|
- Login bounce fix + VPS security sweep
|
||||||
|
- PDF compliance rollout (state-aware defaults)
|
||||||
|
|
||||||
|
### Phase 5 (60 Days)
|
||||||
|
- Multi-tenant branding (Phase 2): PDF, email, portal skinning
|
||||||
|
- AI Capacity Planning ($199/mo manufacturing tier)
|
||||||
|
- Customer portal GA with quote acceptance + progress tracking
|
||||||
|
- Mozaik CNC import workflow completion
|
||||||
|
|
||||||
|
### Phase 6 (90 Days)
|
||||||
|
- AI-powered onboarding wizard (15-min tenant setup)
|
||||||
|
- Anonymized cross-tenant benchmarks (content marketing + retention)
|
||||||
|
- Xero Smart Search (accounting.transactions.read + accounting.bills.read scopes)
|
||||||
|
- Cash flow predictions ($149/mo premium tier)
|
||||||
|
|
||||||
|
### Phase 7 (180 Days)
|
||||||
|
- Industry platform play: published benchmarks, compliance-as-a-service
|
||||||
|
- AI project margin alerts (proactive, before job completion)
|
||||||
|
- Manufacturing tier full release ($199/mo)
|
||||||
|
- WhatsApp voice note inbox ("Hey Siri, note to BoundHQ")
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Key Inflection Points
|
||||||
|
|
||||||
|
| Date | Event | Significance |
|
||||||
|
|------|-------|-------------|
|
||||||
|
| Late 2025 | First line of custom JMS code | Tradify replacement begins |
|
||||||
|
| Early 2026 | 14-stage production kanban working | Cabinetry-specific workflow proven |
|
||||||
|
| 2026-06-04 | Base schema committed (155 tables) | Multi-tenant SaaS becomes possible |
|
||||||
|
| 2026-06-04 | Tenant provisioning tool working | Zero-touch customer onboarding proven |
|
||||||
|
| 2026-06-07 | State-regulated compliance service | First legal differentiator from competitors |
|
||||||
|
| 2026-06-09 | SMS notifications (Twilio) | Customer communication stack begins |
|
||||||
|
| 2026-06-10 | Financial Planning engine live | Fathom-style intelligence in-app |
|
||||||
|
| 2026-06-14 | BoundHQ-Memory v1 complete | AI operating system replaces ad-hoc agents |
|
||||||
@@ -0,0 +1,82 @@
|
|||||||
|
# SaaS Stage 1 Readiness
|
||||||
|
|
||||||
|
This report classifies modules by their value to the North Star: first paying SaaS customer onboarded and retained for 90 days.
|
||||||
|
|
||||||
|
## Stage 1 - Must Work
|
||||||
|
|
||||||
|
These are required for onboarding and daily use by the first paying customer.
|
||||||
|
|
||||||
|
| Module | Why required | Current readiness | Blocker / action |
|
||||||
|
|---|---|---|---|
|
||||||
|
| Auth / Users | Customer cannot use SaaS without reliable login and roles | Blocked | Fix/verify staging login bounce; test invite/set-password |
|
||||||
|
| SaaS Admin / Tenant Provisioning | First customer must be provisioned safely | Not launch-ready | Deploy/verify SaaS Admin and tenant smoke test |
|
||||||
|
| Settings / Business Setup | Business details, users, modules, numbering, branding | Mostly ready | Create manual onboarding checklist |
|
||||||
|
| Customers / Contacts | Core CRM source | Mostly ready | Tenant isolation smoke test |
|
||||||
|
| Pricelist | Quotes depend on products/services/pricing | Product ready, onboarding weak | Provide starter template and DIFM setup |
|
||||||
|
| Quotes / Public Quote Portal | Sales workflow and customer acceptance | Product ready, compliance risk | Deploy/verify PDF compliance defaults |
|
||||||
|
| PDF Templates / Compliance Terms | Legal quote/invoice output | Blocked | Fix deposit/default clauses for all required states |
|
||||||
|
| Projects | Customer work parent record | Ready | E2E link test |
|
||||||
|
| Jobs | Daily production tracking | Ready | Confirm Stage 1 workflow labels and role access |
|
||||||
|
| Invoices | Revenue and accounting handoff | Mostly ready | Test quote-to-invoice and Xero/manual path |
|
||||||
|
| Xero Integration | Expected by target market and pricing | Blocked/managed | Enable scopes or make first customer setup manual |
|
||||||
|
| Basic Support / Help | First customer needs help after onboarding | Partial | Create Stage 1 quick-start help/checklist |
|
||||||
|
| Tenant Isolation | Protects customer data | Not proven enough | Add cross-tenant smoke tests before launch |
|
||||||
|
|
||||||
|
## Stage 1.5 - Strongly Recommended
|
||||||
|
|
||||||
|
Important, but launch can proceed if BoundHQ handles them manually.
|
||||||
|
|
||||||
|
| Module | Reason | Stage 1.5 approach |
|
||||||
|
|---|---|---|
|
||||||
|
| Email Intake / AI Parsing | Differentiator and time saver | DIFM setup after core launch |
|
||||||
|
| Tradify Importer | Reduces onboarding friction | Use BoundHQ-assisted import, not self-serve at first |
|
||||||
|
| Communications / SMS | Helpful customer comms | Enable after core quote/invoice path works |
|
||||||
|
| Inventory | Useful for shops with stock | Optional setup after quote/pricelist |
|
||||||
|
| Purchase Orders | Useful for procurement | Optional, especially for first customer if simple workflow |
|
||||||
|
| Estimator | Helps costing | Optional if pricelist quoting is enough |
|
||||||
|
| Team Notes | Internal collaboration | Optional but low-risk |
|
||||||
|
| Help Centre | Reduces support burden | Needs Stage 1 content |
|
||||||
|
|
||||||
|
## Stage 2 - After First Customer
|
||||||
|
|
||||||
|
Valuable once the SaaS model is proven.
|
||||||
|
|
||||||
|
| Module | Reason to defer |
|
||||||
|
|---|---|
|
||||||
|
| Production Planner | Powerful but setup-heavy; not required to validate payment |
|
||||||
|
| Financials / Forecasting / Cashflow | Premium-tier feature; blocked by Xero scopes |
|
||||||
|
| Time Cards | Useful but not core onboarding |
|
||||||
|
| Leave & Capacity | Useful when staff/team management is mature |
|
||||||
|
| WHS / Training | Good tier feature, not first-customer proof |
|
||||||
|
| Customer Portal | Public quote portal is enough for first launch |
|
||||||
|
| Purchase order/inventory advanced links | Needs more testing before relying on stock accuracy |
|
||||||
|
| Broadcasts | Internal ops, not launch-critical |
|
||||||
|
|
||||||
|
## Later / Parked
|
||||||
|
|
||||||
|
Do not touch until revenue or customer need justifies it.
|
||||||
|
|
||||||
|
| Module | Reason |
|
||||||
|
|---|---|
|
||||||
|
| Mozaik Library | Complex and customer-specific |
|
||||||
|
| CNC Tooling | Manufacturing tier feature |
|
||||||
|
| Cabinet Library | Product development/reference feature |
|
||||||
|
| Cabinet Builder advanced flows | Valuable but not needed for first SaaS validation |
|
||||||
|
| Texture Importer | Specific to Mozaik/material libraries |
|
||||||
|
| Door Orders | Separate public-order workflow |
|
||||||
|
| Database Admin | Internal only; risky to expose |
|
||||||
|
| Scheduler/Dispatch legacy workflow | Duplicates Production Planner and has known issues |
|
||||||
|
| Action Centre | Not built |
|
||||||
|
|
||||||
|
## Stage 1 Launch Blockers
|
||||||
|
|
||||||
|
1. Login bounce verification.
|
||||||
|
2. PDF compliance defaults.
|
||||||
|
3. SaaS Admin/tenant provisioning deployment and smoke test.
|
||||||
|
4. Xero setup decision: scopes fixed now, or first-customer accounting done manually while OAuth is completed.
|
||||||
|
5. Tenant isolation smoke tests.
|
||||||
|
6. Pricelist starter/onboarding pack.
|
||||||
|
|
||||||
|
## Readiness Judgment
|
||||||
|
|
||||||
|
BoundHQ is feature-rich enough for Stage 1, but not launch-safe until compliance, tenant provisioning, login, and Xero/onboarding decisions are resolved. The product should launch with a narrow workflow, not the whole module catalog.
|
||||||
@@ -0,0 +1,122 @@
|
|||||||
|
# SaaS Stage 1 Test Plan
|
||||||
|
|
||||||
|
This is a practical test plan for first paying customer launch. It prioritises customer data, invoicing, compliance, tenant isolation, and onboarding.
|
||||||
|
|
||||||
|
## Test Environments
|
||||||
|
|
||||||
|
| Environment | Purpose |
|
||||||
|
|---|---|
|
||||||
|
| Local | Fast developer checks only |
|
||||||
|
| Staging `dev.cabinethq.com.au` | Required acceptance environment |
|
||||||
|
| Throwaway tenant | Tenant isolation and onboarding rehearsal |
|
||||||
|
| Production | Only after staging passes and Brendan approves |
|
||||||
|
|
||||||
|
## P0 Smoke Tests
|
||||||
|
|
||||||
|
| Test | Expected result |
|
||||||
|
|---|---|
|
||||||
|
| Health endpoint | `/api/health` returns healthy version |
|
||||||
|
| Login | Admin can log in and remains logged in after refresh |
|
||||||
|
| Logout | Session clears and protected routes redirect |
|
||||||
|
| Sidebar modules | Stage 1 modules visible for correct roles |
|
||||||
|
| Business settings | Business details save and reload |
|
||||||
|
| Numbering settings | Quote/job/invoice numbering works |
|
||||||
|
|
||||||
|
## Core Workflow E2E
|
||||||
|
|
||||||
|
1. Create customer and contact.
|
||||||
|
2. Create enquiry or skip to quote.
|
||||||
|
3. Create quote using pricelist item.
|
||||||
|
4. Generate quote PDF.
|
||||||
|
5. Verify state-specific deposit/terms text.
|
||||||
|
6. Send or view quote through public token.
|
||||||
|
7. Accept quote.
|
||||||
|
8. Confirm project and job creation.
|
||||||
|
9. Create deposit invoice.
|
||||||
|
10. Create final invoice.
|
||||||
|
11. Push invoice to Xero draft or record manual fallback.
|
||||||
|
12. Confirm communications log.
|
||||||
|
|
||||||
|
## Tenant Isolation Tests
|
||||||
|
|
||||||
|
| Test | Expected result |
|
||||||
|
|---|---|
|
||||||
|
| Tenant A customer not visible to Tenant B | No cross-tenant reads |
|
||||||
|
| Tenant A quote token cannot expose Tenant B data | Public route scoped to token only |
|
||||||
|
| Xero connection per tenant | Tenant B cannot see Tenant A connection/status |
|
||||||
|
| Email Intake logs per tenant | Logs/settings isolated |
|
||||||
|
| Pricelist per tenant | No shared customer-specific pricing unless intentionally seeded |
|
||||||
|
| Files/drawings paths | Tenant folders do not overlap |
|
||||||
|
|
||||||
|
## Module Tests
|
||||||
|
|
||||||
|
| Module | Minimum tests |
|
||||||
|
|---|---|
|
||||||
|
| Auth | Login, refresh, logout, invite/set-password, role restrictions |
|
||||||
|
| Customers | Create/edit/search customer and contact |
|
||||||
|
| Pricelist | Add item, import small CSV, rollback import, use item in quote |
|
||||||
|
| Quotes | Create, edit line, GST, PDF, send/view/accept, revise |
|
||||||
|
| PDF Compliance | QLD/NSW/VIC/WA deposit rules and default terms |
|
||||||
|
| Projects | Create/link to quote/job/invoice, upload/list file metadata |
|
||||||
|
| Jobs | Stage update, checklist item, schedule fields |
|
||||||
|
| Invoices | Create from quote, edit lines, Xero push/manual fallback |
|
||||||
|
| Xero | OAuth status, accounts/tax rates, invoice push, sync invoices |
|
||||||
|
| SaaS Admin | Create tenant, list tenant, deactivate safe path, no accidental drop |
|
||||||
|
| Tradify Import | Upload sample, preview, confirm in throwaway tenant, rollback |
|
||||||
|
| Email Intake | Configure settings, poll one message, parse, create enquiry, ignore noisy email |
|
||||||
|
| Settings | Business details, logo, module access, numbering, users |
|
||||||
|
|
||||||
|
## Role Tests
|
||||||
|
|
||||||
|
| Role | Should access |
|
||||||
|
|---|---|
|
||||||
|
| Admin | All Stage 1 modules and setup |
|
||||||
|
| Manager | Operational modules; no SaaS Admin/Dev Centre |
|
||||||
|
| Office | CRM, quotes, invoices, jobs as configured |
|
||||||
|
| Workshop | Jobs/production-related views only |
|
||||||
|
| Customer | Public quote or portal only |
|
||||||
|
| Developer | Dev Centre/SaaS Admin if enabled |
|
||||||
|
|
||||||
|
## Xero Integration Tests
|
||||||
|
|
||||||
|
- Connect Xero.
|
||||||
|
- Confirm tenant name/status.
|
||||||
|
- Pull accounts and tax rates.
|
||||||
|
- Create invoice in BoundHQ.
|
||||||
|
- Push as Xero draft.
|
||||||
|
- Confirm local invoice stores Xero ID/status.
|
||||||
|
- Sync payment/status back.
|
||||||
|
- Disconnect test tenant.
|
||||||
|
|
||||||
|
## Tradify Import Tests
|
||||||
|
|
||||||
|
- Upload valid customers CSV.
|
||||||
|
- Upload valid jobs/quotes/invoices CSV.
|
||||||
|
- Preview row counts.
|
||||||
|
- Confirm import into throwaway tenant.
|
||||||
|
- Check created customers/jobs/quotes/invoices.
|
||||||
|
- Roll back.
|
||||||
|
- Confirm records removed or marked as rolled back.
|
||||||
|
- Re-run with duplicate rows.
|
||||||
|
|
||||||
|
## Email Parsing Tests
|
||||||
|
|
||||||
|
- IMAP failure shows clear error.
|
||||||
|
- OpenAI key missing queues/fails gracefully.
|
||||||
|
- Trusted sender email parses correctly.
|
||||||
|
- Spam/noise email can be ignored.
|
||||||
|
- Parsed email creates enquiry.
|
||||||
|
- Parsed email links to existing project.
|
||||||
|
- Tenant B cannot see Tenant A logs.
|
||||||
|
|
||||||
|
## Launch Exit Criteria
|
||||||
|
|
||||||
|
Stage 1 is ready only when:
|
||||||
|
|
||||||
|
1. P0 smoke tests pass on staging.
|
||||||
|
2. Core workflow E2E passes in throwaway tenant.
|
||||||
|
3. Tenant isolation tests pass.
|
||||||
|
4. PDF compliance tests pass for target customer state and at-risk states.
|
||||||
|
5. Xero is either working or Brendan approves a manual first-customer fallback.
|
||||||
|
6. Onboarding checklist has been run once end-to-end.
|
||||||
|
7. Known launch blockers are documented in Dev Centre with owners.
|
||||||
@@ -0,0 +1,118 @@
|
|||||||
|
# Tradify Importer Readiness
|
||||||
|
|
||||||
|
This assessment reviews the Tradify Importer for first-customer onboarding. It is based on `routes/tradifyImport.js`, route documentation, migrations, and current project state.
|
||||||
|
|
||||||
|
## Current Capability
|
||||||
|
|
||||||
|
The importer is mapped under `/settings/tradify-import` with backend routes under `/api/tradify-import`.
|
||||||
|
|
||||||
|
Current documented routes:
|
||||||
|
|
||||||
|
- `POST /api/tradify-import/upload` - upload CSV, parse, preview
|
||||||
|
- `GET /api/tradify-import/sessions` - list recent sessions
|
||||||
|
- `GET /api/tradify-import/sessions/:id` - session detail
|
||||||
|
- `GET /api/tradify-import/sessions/:id/logs` - import logs
|
||||||
|
- `POST /api/tradify-import/sessions/:id/confirm` - execute import
|
||||||
|
- `POST /api/tradify-import/sessions/:id/rollback` - rollback import
|
||||||
|
|
||||||
|
Migrations:
|
||||||
|
|
||||||
|
- `20260604_tradify_import.sql`
|
||||||
|
- `20260605_tradify_project_links.sql`
|
||||||
|
- `20260605_tradify_import_progress.sql`
|
||||||
|
|
||||||
|
## Imports Currently Expected
|
||||||
|
|
||||||
|
Based on project state, the importer handles Tradify CSV import into:
|
||||||
|
|
||||||
|
- customers
|
||||||
|
- jobs
|
||||||
|
- quotes
|
||||||
|
- invoices
|
||||||
|
- projects / project links
|
||||||
|
- import session logs and rollback metadata
|
||||||
|
|
||||||
|
## Safety Features
|
||||||
|
|
||||||
|
| Feature | Status |
|
||||||
|
|---|---|
|
||||||
|
| Upload and parse before writing | Present |
|
||||||
|
| Preview before confirm | Present |
|
||||||
|
| Session history | Present |
|
||||||
|
| Logs per session | Present |
|
||||||
|
| Confirm step | Present |
|
||||||
|
| Rollback route | Present |
|
||||||
|
| Project linking migration | Present |
|
||||||
|
| Tenant write isolation proof | Needs test |
|
||||||
|
| Customer-facing instructions | Missing |
|
||||||
|
| Sample CSV templates | Missing |
|
||||||
|
|
||||||
|
## What Would Confuse a Non-Technical Customer
|
||||||
|
|
||||||
|
- Which Tradify export screens to use.
|
||||||
|
- Whether to export customers, jobs, quotes, and invoices separately.
|
||||||
|
- Whether closed/archived jobs should be imported.
|
||||||
|
- How duplicate customer emails are handled.
|
||||||
|
- What happens if an import is wrong.
|
||||||
|
- Whether quote/invoice numbers will change.
|
||||||
|
- Whether attachments come across.
|
||||||
|
- Whether imported data immediately syncs to Xero.
|
||||||
|
|
||||||
|
## Recommended Stage 1 Approach
|
||||||
|
|
||||||
|
Use the importer as a BoundHQ-assisted onboarding tool, not self-serve.
|
||||||
|
|
||||||
|
1. Customer exports files.
|
||||||
|
2. BoundHQ reviews column headings.
|
||||||
|
3. BoundHQ imports into a throwaway/test tenant first.
|
||||||
|
4. Customer approves preview.
|
||||||
|
5. BoundHQ imports into real tenant.
|
||||||
|
6. BoundHQ validates customer/job/quote/invoice counts.
|
||||||
|
7. BoundHQ keeps rollback available until customer signs off.
|
||||||
|
|
||||||
|
## Draft Customer-Facing Guide
|
||||||
|
|
||||||
|
### Before You Start
|
||||||
|
|
||||||
|
Do this when you have 20-30 minutes and no one is actively editing Tradify records. The import will not change Tradify. BoundHQ will preview the data before anything is committed.
|
||||||
|
|
||||||
|
### Export From Tradify
|
||||||
|
|
||||||
|
1. Open Tradify.
|
||||||
|
2. Export your Customers list to CSV.
|
||||||
|
3. Export your Jobs list to CSV.
|
||||||
|
4. Export your Quotes list to CSV.
|
||||||
|
5. Export your Invoices list to CSV.
|
||||||
|
6. Do not edit the column names.
|
||||||
|
7. Send the CSV files to BoundHQ or upload them during onboarding.
|
||||||
|
|
||||||
|
### What BoundHQ Will Check
|
||||||
|
|
||||||
|
- Number of customers, jobs, quotes, and invoices.
|
||||||
|
- Duplicate customer names or emails.
|
||||||
|
- Closed/archived jobs.
|
||||||
|
- Missing customer names.
|
||||||
|
- Imported quote and invoice numbers.
|
||||||
|
- Whether jobs can be linked to projects.
|
||||||
|
|
||||||
|
### What Does Not Come Across Automatically
|
||||||
|
|
||||||
|
- Tradify attachments unless specifically exported and supplied.
|
||||||
|
- Live Xero connection history.
|
||||||
|
- Tradify automations or reminders.
|
||||||
|
- Any custom fields that are not in the exported CSV.
|
||||||
|
|
||||||
|
### After Import
|
||||||
|
|
||||||
|
BoundHQ will show you:
|
||||||
|
|
||||||
|
- Customer count.
|
||||||
|
- Job count.
|
||||||
|
- Quote count.
|
||||||
|
- Invoice count.
|
||||||
|
- Any rows skipped or needing review.
|
||||||
|
- Whether rollback is still available.
|
||||||
|
|
||||||
|
## Readiness Verdict
|
||||||
|
|
||||||
|
The importer is promising for Stage 1.5 and first-customer DIFM onboarding. It is not ready as a non-technical self-serve flow until export instructions, supported CSV formats, duplicate handling explanation, and tenant isolation tests are documented and verified.
|
||||||
Reference in New Issue
Block a user