From d22f565be159a937001f965060609606d2182ec6 Mon Sep 17 00:00:00 2001 From: laxmanhalaki Date: Tue, 21 Oct 2025 18:08:16 +0530 Subject: [PATCH] mermaid folder created --- RE_CRITICAL_FLOW_QUESTIONS_KICKOFF.md | 471 ---------------- RE_EXECUTIVE_SUMMARY_KICKOFF.md | 509 ------------------ .../approval_hierarchy.mermaid | 0 .../dealer_claim _settlment.mermaid | 0 .../dealer_mgmt_flow.mermaid | 0 .../dealer_offboard.mermaid | 0 .../dealer_onboard.mermaid | 0 .../field_visit_mermaid.mermaid | 0 .../onboard_offboard_completeflow.mermaid | 0 .../streamlined_project_flow.mermaid | 0 10 files changed, 980 deletions(-) delete mode 100644 RE_CRITICAL_FLOW_QUESTIONS_KICKOFF.md delete mode 100644 RE_EXECUTIVE_SUMMARY_KICKOFF.md rename approval_hierarchy.mermaid => mermaids/approval_hierarchy.mermaid (100%) rename dealer_claim _settlment.mermaid => mermaids/dealer_claim _settlment.mermaid (100%) rename dealer_mgmt_flow.mermaid => mermaids/dealer_mgmt_flow.mermaid (100%) rename dealer_offboard.mermaid => mermaids/dealer_offboard.mermaid (100%) rename dealer_onboard.mermaid => mermaids/dealer_onboard.mermaid (100%) rename field_visit_mermaid.mermaid => mermaids/field_visit_mermaid.mermaid (100%) rename onboard_offboard_completeflow.mermaid => mermaids/onboard_offboard_completeflow.mermaid (100%) rename streamlined_project_flow.mermaid => mermaids/streamlined_project_flow.mermaid (100%) diff --git a/RE_CRITICAL_FLOW_QUESTIONS_KICKOFF.md b/RE_CRITICAL_FLOW_QUESTIONS_KICKOFF.md deleted file mode 100644 index 9736c5c..0000000 --- a/RE_CRITICAL_FLOW_QUESTIONS_KICKOFF.md +++ /dev/null @@ -1,471 +0,0 @@ -# RE Workflow - CRITICAL Flow Questions for Kickoff -**Must Be Answered Before Development Starts** - ---- - -## 🔴 SECTION 1: REQUEST SUBMISSION FLOW - -### **Q1. What happens IMMEDIATELY after "Submit Request" button is clicked?** - -**From SRS:** "Once submitted, the request enters the Approval Workflow and notifies the first approver." - -**CRITICAL QUESTIONS:** -- [ ] Does request go DIRECTLY to Level 1 approver, or is there a review/validation step? -- [ ] Can initiator cancel/recall request after submission but before any approver acts? -- [ ] Is request immediately visible to ALL approvers, or ONLY Level 1? -- [ ] Can initiator edit request after submission? (Before any approvals) - -**Why Critical:** Affects database state, notification triggers, and user expectations. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 2: APPROVAL REJECTION FLOW - -### **Q2. When approver REJECTS - what EXACTLY happens to the request?** - -**From SRS:** "Reject Request – Sends remarks to the initiator and marks as closed." - -**CRITICAL QUESTIONS:** -- [ ] **Option A:** Request permanently CLOSED (cannot be reopened)? -- [ ] **Option B:** Request goes back to initiator as DRAFT (can modify and resubmit)? -- [ ] **Option C:** Request goes back to PREVIOUS level for reconsideration? -- [ ] **Option D:** Request CANCELLED (like it never existed)? - -**If rejected at Level 3 (out of 5 levels):** -- Do Level 4 and 5 approvers see it was rejected? -- Or does it just disappear from their pending list? - -**Why Critical:** Affects entire workflow state machine and database design. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 3: FINAL APPROVAL & CLOSURE SEQUENCE - -### **Q3. After FINAL approver approves - what is the exact closure sequence?** - -**From SRS:** "After final approval, the request returns to the Initiator with AI-generated conclusion remarks." - -**CRITICAL SEQUENCE QUESTIONS:** - -**Step 1:** Final approver clicks "Approve" → What happens? -- [ ] Request status changes to "Approved" immediately? -- [ ] Or status is "Pending Closure" until initiator acts? - -**Step 2:** AI generates conclusion remarks → When? -- [ ] Immediately after final approval? -- [ ] Or when initiator opens the request? - -**Step 3:** Request "returns to initiator" → How? -- [ ] Initiator gets notification to "close" the request? -- [ ] Or it just appears in their "Approved" list? - -**Step 4:** Initiator must act → Required or optional? -- [ ] **Option A:** Initiator MUST review and click "Close" (workflow not complete until then)? -- [ ] **Option B:** Auto-closed, initiator can OPTIONALLY edit conclusion? - -**Why Critical:** Affects workflow completion logic and user responsibilities. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 4: TAT CALCULATION ACROSS LEVELS - -### **Q4. How does TAT work when request moves between levels?** - -**From SRS:** "TAT starts only when a request reaches that approver's level." - -**CRITICAL SCENARIO:** - -``` -Request Flow: -- Level 1: 2 days TAT → Takes 3 days (1 day overdue) -- Level 2: 1 day TAT → Takes 1 day (on time) -- Level 3: 2 days TAT → Takes 2 days (on time) -``` - -**QUESTIONS:** -- [ ] **Total TAT:** Is it 5 days (2+1+2) or 6 days (3+1+2 actual)? -- [ ] **Reporting:** Does Level 1 delay affect overall TAT status? -- [ ] **Visibility:** Does Level 2 approver see that Level 1 was late? -- [ ] **Level 1 TAT breach:** Who gets notified? (Initiator, Manager, Admin?) - -**Why Critical:** Affects TAT calculation logic, database schema, and reporting. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 5: WORK NOTES vs APPROVAL COMMENTS - -### **Q5. What's the difference between Work Notes and Approval Comments?** - -**From SRS:** -- "Each action requires comments and remarks (mandatory)" - Approval Comments -- "Participants communicate via the Work Notes (Chat View)" - Work Notes - -**CRITICAL QUESTIONS:** - -**Approval Comments (when clicking Approve/Reject):** -- [ ] Visible to everyone or only certain roles? -- [ ] Can be edited after posting? -- [ ] Part of official audit trail? - -**Work Notes (ongoing discussion):** -- [ ] Can be added ANYTIME during workflow (before approvals)? -- [ ] Visible to all participants immediately? -- [ ] Are Work Notes considered when approver makes decision? - -**Scenario:** Approver wants clarification before approving -- Should they use Work Notes to ask questions? -- Or use "Send Back" action (if it exists)? -- Or reject with comment "need more info"? - -**Why Critical:** Affects UI design and user behavior expectations. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 6: SPECTATOR ROLE & PERMISSIONS - -### **Q6. What EXACTLY can spectators do vs not do?** - -**From SRS:** "Spectators (view-only participants) who can comment but not approve." - -**CRITICAL PERMISSION QUESTIONS:** - -**Can Spectators:** -- [ ] Add Work Notes / Comments? (**SRS says YES "can comment"**) -- [ ] Upload documents/files? -- [ ] @mention other users? -- [ ] Add more spectators? -- [ ] See approval comments from approvers? -- [ ] See Activity log (all actions)? -- [ ] Download documents? - -**Can Spectators be added:** -- [ ] Only during request creation (Step 4)? -- [ ] Anytime during workflow (by initiator or approver)? -- [ ] Even after request is closed? - -**Why Critical:** Affects access control, UI rendering, and feature availability. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 7: ACTIVITY LOG vs WORK NOTES - -### **Q7. Activity Tab vs Work Notes - what goes where?** - -**From SRS:** -- "Activity Tab" - Every event captured with timestamps -- "Work Notes" - Chat view for collaboration - -**CRITICAL QUESTIONS:** - -**Activity Tab shows:** -- [ ] System events ONLY (request created, approved, TAT breach)? -- [ ] System events + Work Notes messages? -- [ ] System events + Approval comments? -- [ ] Everything (all-in-one timeline)? - -**Work Notes shows:** -- [ ] Only manual messages from users? -- [ ] Messages + file uploads? -- [ ] Messages + @mentions + reactions? - -**Scenario:** User adds a comment via Work Notes -- Does it appear in Activity Tab too? -- Or only in Work Notes section? - -**Why Critical:** Affects data modeling and UI tab content. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 8: DOCUMENT UPLOAD TIMING - -### **Q8. When can documents be uploaded - only during creation or anytime?** - -**From SRS:** "Step 5: Documents & Attachments" + "Work Notes supports file sharing" - -**CRITICAL QUESTIONS:** - -**During Request Creation (Step 5):** -- [ ] Initiator uploads supporting documents -- [ ] Are these the ONLY "official" documents? - -**After Submission:** -- [ ] Can initiator add more documents? (If yes, until when?) -- [ ] Can approvers add documents? (E.g., approval memos, signatures?) -- [ ] Can spectators add documents? - -**Via Work Notes:** -- [ ] Files attached in Work Notes - are they "official" documents? -- [ ] Or just "discussion" attachments? -- [ ] Do they appear in Documents Tab or only Work Notes? - -**Why Critical:** Affects document versioning, storage structure, and permissions. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 9: OPEN REQUESTS vs CLOSED REQUESTS - -### **Q9. What determines if request appears in "Open" vs "Closed" lists?** - -**From SRS:** Side menu has "Open Requests" and "Closed Requests" - -**CRITICAL QUESTIONS:** - -**"Open Requests" shows:** -- [ ] All In Progress requests (not yet fully approved)? -- [ ] Only requests where I'm the ACTIVE approver? -- [ ] Requests I initiated that are pending? -- [ ] Requests I'm spectating that are in progress? - -**"Closed Requests" shows:** -- [ ] Approved + Rejected requests? -- [ ] Only Approved requests? -- [ ] Requests where I was involved (initiator/approver/spectator)? - -**Scenario:** Level 1 approves, moves to Level 2 -- Does Level 1 still see it in "Open Requests"? -- Or does it move to "Closed Requests" for Level 1? -- Or moves to a "Completed Actions" section? - -**Why Critical:** Affects navigation, filtering logic, and user workflow visibility. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 10: MY REQUESTS - STATUS CATEGORIES - -### **Q10. In "My Requests" screen - what are ALL possible statuses?** - -**From SRS:** "Categorized as Total, In Progress, Approved, Rejected, and Draft." - -**CRITICAL QUESTIONS:** - -**"In Progress" means:** -- [ ] Submitted, waiting for approvals? -- [ ] Or also includes "Pending Closure" (final approved, waiting for initiator to close)? - -**"Approved" means:** -- [ ] Final approval received + initiator closed it? -- [ ] Or just final approval (even if not closed yet)? - -**Missing Status?** -- [ ] "Pending Closure" - Final approved, waiting for initiator action? -- [ ] "Cancelled" - If initiator recalls request? - -**Status Transitions:** -``` -Draft → In Progress → Approved → Closed? - ↘ Cancelled - ↘ Rejected -``` - -**Why Critical:** Affects status state machine and database enum values. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 11: POST-CLOSURE ACTIONS - -### **Q11. After request is "Closed" - what actions are still possible?** - -**From SRS:** "Closed requests remain accessible to all participants and spectators." - -**CRITICAL QUESTIONS:** - -**Can users still:** -- [ ] Add Work Notes / Comments? (Continue discussion?) -- [ ] Upload documents? -- [ ] Add new spectators? -- [ ] Edit conclusion remarks? -- [ ] View all history (Activity + Work Notes)? -- [ ] Download documents? - -**Can Closed request be:** -- [ ] Reopened (moved back to In Progress)? -- [ ] Archived (moved to separate storage)? -- [ ] Deleted (by initiator or admin)? - -**Why Critical:** Affects immutability rules and audit compliance. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 12: PARALLEL WORKFLOWS - -### **Q12. Can same approver have multiple roles in one workflow?** - -**From SRS:** Up to 10 approval levels can be defined. - -**CRITICAL SCENARIOS:** - -**Scenario A:** Same person at multiple levels -- Level 1: John Smith -- Level 3: John Smith -- Is this ALLOWED or BLOCKED? - -**Scenario B:** Initiator as Approver -- Initiator: John Smith -- Level 2 Approver: John Smith -- Should system warn: "You cannot approve your own request"? - -**Scenario C:** Approver as Spectator -- Level 2 Approver: John Smith -- Also added as Spectator -- Is this redundant or okay? - -**Why Critical:** Affects validation rules and conflict detection. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 13: PRIORITY (EXPRESS vs STANDARD) - -### **Q13. Does Priority affect anything OTHER than TAT calculation?** - -**From SRS:** "Express (calendar days) vs Standard (working days)" - -**CRITICAL QUESTIONS:** - -**Does Priority affect:** -- [ ] UI display (badge, color, sorting)? -- [ ] Notification urgency (Express gets immediate, Standard batched)? -- [ ] Approver assignment (Express can go to senior approvers only)? -- [ ] Reminder frequency (Express reminded more often)? -- [ ] Search/filter options? - -**Can Priority be changed:** -- [ ] By initiator before submission? -- [ ] By approver during workflow (escalate to Express)? -- [ ] Or fixed once set during creation? - -**Why Critical:** Affects business rules and notification design. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 14: 6-STEP WIZARD NAVIGATION - -### **Q14. In the 6-step wizard - can user go back/forward freely?** - -**From SRS:** "The user proceeds through a 6-step wizard" - -**CRITICAL QUESTIONS:** - -**Navigation Rules:** -- [ ] Must complete Step 1 before going to Step 2? (Sequential) -- [ ] Or can jump to any step? (Free navigation) -- [ ] Can go back to Step 2 from Step 5? (With data saved?) - -**Data Persistence:** -- [ ] Data saved only when clicking "Save as Draft"? -- [ ] Or auto-saved when moving between steps? - -**Mandatory Steps:** -- [ ] Must complete ALL 6 steps before "Submit" button appears? -- [ ] Or can skip optional steps (e.g., Documents, Spectators)? - -**Scenario:** User fills Step 1-3, closes browser -- Data lost or auto-saved as draft? - -**Why Critical:** Affects wizard component logic and draft handling. - -**Decision:** _______________________ - ---- - -## 🔴 SECTION 15: APPROVAL COMMENTS - MANDATORY RULES - -### **Q15. Comments/Remarks mandatory for BOTH Approve AND Reject?** - -**From SRS:** "Each action requires comments and remarks (mandatory)." - -**CRITICAL CLARIFICATION:** - -**Mandatory Comments for:** -- [ ] **Approve:** YES - Must explain why approving -- [ ] **Reject:** YES - Must explain why rejecting -- [ ] Both require same min/max character limit? - -**Comment Field:** -- [ ] Plain text only? -- [ ] Rich text (bold, bullets)? -- [ ] File attachments allowed with comments? -- [ ] Character limit: 500 mentioned for Reject, what about Approve? - -**Scenario:** Approver tries to approve without comment -- Block action with error? -- Or just show warning (can proceed)? - -**Why Critical:** Affects validation rules and UI behavior. - -**Decision:** _______________________ - ---- - -## 📋 SUMMARY: TOP 15 CRITICAL FLOW DECISIONS - -### **Blockers (MUST decide before development):** -1. ✅ **Rejection behavior** - Goes to draft, closed, or previous level? -2. ✅ **Closure sequence** - Who closes? Initiator or auto-closed? -3. ✅ **TAT across levels** - How to handle delays? -4. ✅ **Request status state machine** - All possible statuses and transitions? -5. ✅ **Post-closure actions** - Can users add comments after closing? - -### **High Priority (Week 1):** -6. ✅ **Spectator permissions** - Exactly what can they do? -7. ✅ **Activity vs Work Notes** - What goes where? -8. ✅ **Document upload timing** - Only at creation or anytime? -9. ✅ **Open vs Closed lists** - Filter logic? -10. ✅ **Duplicate roles** - Same person in multiple roles? - -### **Medium Priority (Week 2):** -11. ✅ **Priority impact** - Affects more than TAT? -12. ✅ **Wizard navigation** - Sequential or free? -13. ✅ **Comments mandatory** - For both approve and reject? -14. ✅ **Work Notes vs Approval Comments** - Difference? -15. ✅ **Submit flow** - Immediate to approver or validation? - ---- - -## ✅ ACTION ITEMS FOR KICKOFF MEETING - -**Bring this document to the meeting with stakeholders.** - -**Agenda Item: Workflow Flow Decisions (45 minutes)** - -1. **Rejection Flow** (10 mins) - Decide: Draft, Closed, or Back? -2. **Closure Sequence** (10 mins) - Decide: Auto or Manual? -3. **TAT Calculation** (10 mins) - Decide: How to handle delays? -4. **Status State Machine** (10 mins) - Decide: All statuses and transitions? -5. **Spectator Permissions** (5 mins) - Decide: What they can/cannot do? - -**Expected Outcome:** Clear decisions on all 15 questions, documented and signed off. - ---- - -**Document Owner:** Development Team Lead -**Priority:** 🔴 CRITICAL - Affects core workflow logic -**Status:** ⚠️ AWAITING DECISIONS -**Impact:** Cannot design database schema or state machines without these answers - - diff --git a/RE_EXECUTIVE_SUMMARY_KICKOFF.md b/RE_EXECUTIVE_SUMMARY_KICKOFF.md deleted file mode 100644 index aad1147..0000000 --- a/RE_EXECUTIVE_SUMMARY_KICKOFF.md +++ /dev/null @@ -1,509 +0,0 @@ -# RE Workflow Management System - Executive Summary for Kickoff -**Non-Templatized Approval Workflows** -**Date:** October 17, 2025 -**Meeting Purpose:** Finalize Technical Approach & Resolve Conflicts Before Development - ---- - -## 📊 Document Comparison Overview - -We have reviewed two key documents for this project: - -| Document | Focus | Date | Status | -|----------|-------|------|--------| -| **Streamlined Approvals SRS** | Detailed requirements for non-templatized workflows | Oct 13, 2025 | ✅ Complete | -| **BPM Platform Proposal** | Technical approach for multiple RE projects | Earlier | ⚠️ Partial conflict | - ---- - -## 🚨 CRITICAL: 3 Major Conflicts Requiring Immediate Decision - -### **Conflict #1: Frontend Technology** - -| Source | Technology | Pros | Cons | -|--------|-----------|------|------| -| **SRS** | React.js | Flexible, large community | Need to build routing, SSR manually | -| **Proposal** | Next.js | Built-in SSR, routing, SEO, faster | Slightly steeper learning curve | - -**✅ RECOMMENDATION: Next.js** -- Better performance out of the box -- Modern enterprise standard -- Built-in features save development time - -**👉 DECISION REQUIRED:** [ ] React.js [ ] Next.js - ---- - -### **Conflict #2: Database** - -| Source | Technology | Best For | Concern | -|--------|-----------|----------|---------| -| **SRS** | PostgreSQL | Structured data, ACID transactions | Need proper schema design | -| **Proposal** | MongoDB | Flexible schema, rapid changes | Eventual consistency, complex queries harder | - -**✅ RECOMMENDATION: PostgreSQL** -- Approval workflows need ACID compliance -- Multi-level hierarchy requires relational structure -- TAT tracking and audit trails need data integrity -- User roles are structured data - -**👉 DECISION REQUIRED:** [ ] PostgreSQL [ ] MongoDB - ---- - -### **Conflict #3: BPM Platform vs Custom Development** - -| Approach | Description | Pros | Cons | -|----------|-------------|------|------| -| **BPM Platform** (Camunda/Newgen) | Use existing workflow engine | Pre-built features, visual designer | Licensing cost, learning curve, less UI flexibility | -| **Custom Development** | Build from scratch | Full control, exact Figma match, no licensing | More dev time, need to build workflow engine | - -**✅ RECOMMENDATION: Custom Development** -- SRS requires "non-templatized" workflows (BPM is better for templates) -- Highly customized UI requirements (Figma designs) -- Dynamic approval levels (1-10) easier to build custom -- No licensing costs - -**👉 DECISION REQUIRED:** [ ] BPM Platform [ ] Custom - ---- - -## ✅ What's CONFIRMED & Aligned - -Both documents agree on: - -| Component | Technology | Status | -|-----------|-----------|--------| -| **Backend** | Node.js | ✅ Confirmed | -| **Authentication** | SSO with Active Directory | ✅ Confirmed | -| **File Storage** | Cloud storage (GCS) | ✅ Confirmed | -| **Security** | JWT, SSL, HTTPS | ✅ Confirmed | -| **Infrastructure** | 1 VM, 4-Core, 16GB, Ubuntu 24.04 | ✅ Confirmed | -| **Approval Pattern** | Multi-level, sequential | ✅ Confirmed | -| **TAT Tracking** | Per-level with reminders | ✅ Confirmed | - ---- - -## 📋 RECOMMENDED Technology Stack (Final) - -### **✅ Frontend** -``` -Framework: Next.js 14+ (App Router) -UI Library: React 18+ -State Management: Redux Toolkit -Styling: Tailwind CSS + Shadcn UI -Forms: React Hook Form + Zod -Rich Text Editor: Tiptap -File Upload: React Dropzone -HTTP Client: Axios -``` - -### **✅ Backend** -``` -Runtime: Node.js 20 LTS -Framework: Express.js -Language: TypeScript -API Style: RESTful -Authentication: JWT (JSON Web Tokens) -ORM: Prisma (for PostgreSQL) -Email: Nodemailer + SMTP -Job Scheduler: Node-cron (for TAT reminders) -Logging: Winston -``` - -### **✅ Database** -``` -Primary: PostgreSQL 15+ -Caching: Redis (optional) -``` - -### **✅ Infrastructure** -``` -Cloud: Google Cloud Platform (GCP) -Compute: 1 VM - Ubuntu 24.04 LTS - 4-Core, 16GB RAM, 500GB SSD -Storage: Google Cloud Storage (GCS) -Web Server: Nginx (reverse proxy) -Process Manager: PM2 -SSL: Let's Encrypt or GCP Managed -``` - -### **✅ AI Integration** -``` -Service: OpenAI GPT-4 (or Azure OpenAI) -Purpose: Generate conclusion remarks -``` - -### **✅ DevOps** -``` -Repository: GitHub / GitLab -CI/CD: GitHub Actions -Monitoring: Google Cloud Monitoring + Sentry -Testing: Jest + React Testing Library + Playwright -``` - ---- - -## 🔐 Critical Dependencies (BLOCKERS) - -These MUST be provided before development can begin: - -### **1. SSO Integration (CRITICAL)** -- [ ] SSO endpoint URL -- [ ] Integration documentation -- [ ] Client ID and Client Secret -- [ ] Test environment access -- [ ] 10-15 test user accounts -- [ ] Sample JWT token structure - -**Without this:** ❌ Cannot implement login - ---- - -### **2. Active Directory Access (CRITICAL)** -- [ ] AD integration method (LDAP / Graph API / Custom API) -- [ ] Service account credentials -- [ ] AD schema documentation (available fields) -- [ ] Sample AD query response - -**Without this:** ❌ Cannot implement @tagging feature - ---- - -### **3. Database (CRITICAL)** -- [ ] Database server hostname and port -- [ ] Database name, username, password -- [ ] PostgreSQL version -- [ ] Connection string - -**Without this:** ❌ Cannot persist any data - ---- - -### **4. GCP Infrastructure (CRITICAL)** -- [ ] GCP project access (IAM permissions) -- [ ] VM IP address / hostname -- [ ] SSH access credentials -- [ ] GCS bucket name and credentials - -**Without this:** ❌ Cannot deploy application - ---- - -### **5. Email Service (HIGH PRIORITY)** - -**⚠️ CLARIFICATION NEEDED:** -- SRS says: "Optional email integration" -- Proposal assumes: Email is required - -**👉 DECISION REQUIRED:** Is email mandatory or optional? - -If **mandatory**, need: -- [ ] SMTP host, port, credentials -- [ ] Sender email address (e.g., `workflow-noreply@royalenfield.com`) -- [ ] Daily sending limits -- [ ] Email template designs (HTML) - -**Without this:** ⚠️ Cannot send notifications - ---- - -### **6. AI Service (MEDIUM PRIORITY)** -- [ ] AI service selection (OpenAI / Azure / Gemini) -- [ ] API credentials -- [ ] Data privacy clearance - -**Without this:** ⚠️ Cannot generate conclusion remarks (can build later) - ---- - -### **7. Domain & SSL (HIGH PRIORITY)** -- [ ] Domain name (e.g., `workflow.royalenfield.com`) -- [ ] DNS configuration -- [ ] SSL certificate - -**Without this:** ⚠️ Cannot access via proper URL - ---- - -### **8. Figma Access (HIGH PRIORITY)** -- [ ] Figma developer handoff access -- [ ] Brand assets (logos, colors, fonts) -- [ ] Icon library - -**Without this:** ⚠️ UI won't match designs - ---- - -## 🎯 Development Timeline (Estimated) - -Assuming all dependencies are resolved: - -| Phase | Duration | Activities | -|-------|----------|-----------| -| **Setup & Design** | 2 weeks | Environment setup, database schema, API design | -| **Sprint 1-2** | 4 weeks | SSO, User management, Basic workflow creation | -| **Sprint 3-4** | 4 weeks | Approval hierarchy, TAT tracking, Notifications | -| **Sprint 5-6** | 4 weeks | Work Notes, Documents, Activity logs | -| **Sprint 7** | 2 weeks | AI integration, Closure remarks | -| **Sprint 8** | 2 weeks | Dashboard, Reports, Polish | -| **Testing & UAT** | 3 weeks | QA testing, UAT, bug fixes | -| **Deployment** | 1 week | Production deployment, monitoring setup | - -**Total:** ~22 weeks (5.5 months) - -**⚠️ This assumes:** -- All dependencies provided in Week 1 -- No scope changes -- Timely feedback from RE (within 3 days) -- No major blockers - ---- - -## 📅 Immediate Action Items - -### **This Week (Week 0 - Pre-Development):** - -**🔴 CRITICAL DECISIONS:** -- [ ] **Decision:** React.js or Next.js? -- [ ] **Decision:** PostgreSQL or MongoDB? -- [ ] **Decision:** BPM Platform or Custom? -- [ ] **Decision:** Is email mandatory? -- [ ] **Decision:** Which AI service? - -**🔴 CRITICAL ACCESS:** -- [ ] SSO integration documentation -- [ ] AD integration method -- [ ] 10-15 test user accounts -- [ ] Database credentials -- [ ] GCP project access - -**📋 SETUP:** -- [ ] Create Git repository -- [ ] Set up project management tool (Jira/Zoho) -- [ ] Create communication channel (Teams/Slack) -- [ ] Identify project coordinator from RE side - ---- - -### **Week 1 (Kickstart):** -- [ ] Finalize architecture document -- [ ] Create database schema design -- [ ] Design API endpoint specification -- [ ] Set up development environment -- [ ] Configure CI/CD pipeline -- [ ] Begin Sprint 1 planning - ---- - -## 📞 Required Stakeholders for Kickoff Meeting - -**Must Attend:** -- ✅ Product Owner (RE) -- ✅ Project Sponsor (RE) -- ✅ Tech Lead / CTO (RE) -- ✅ IT Infrastructure Team (for SSO/AD) -- ✅ Database Admin (for DB access) -- ✅ Security/InfoSec representative -- ✅ Development Team Lead (Softude) -- ✅ Project Manager (Softude) - -**Should Attend:** -- ⚠️ UX/UI Designer -- ⚠️ QA Lead -- ⚠️ DevOps Lead -- ⚠️ Business Analyst - ---- - -## 🎯 Meeting Agenda (Proposed) - -**Duration:** 90 minutes - -### **Part 1: Technology Decisions (30 mins)** -1. Present conflicts (React vs Next.js, PostgreSQL vs MongoDB, BPM vs Custom) -2. Discuss pros/cons -3. **Make decisions** and document - -### **Part 2: Critical Dependencies (30 mins)** -1. Review list of required access/credentials -2. Assign owners for each dependency -3. Set deadlines for each deliverable - -### **Part 3: Project Setup (20 mins)** -1. Communication cadence (daily standups, weekly reviews) -2. Project management tool -3. Git repository setup -4. UAT planning - -### **Part 4: Q&A & Next Steps (10 mins)** -- Address any concerns -- Confirm next meeting date -- Assign action items - ---- - -## 📊 Success Criteria - -**Development can begin when:** -- ✅ All 3 technology conflicts resolved -- ✅ SSO documentation received -- ✅ Test user accounts provided -- ✅ Database credentials received -- ✅ Git repository created -- ✅ Project coordinator assigned - -**Project is successful when:** -- ✅ All SRS requirements implemented -- ✅ UAT sign-off received -- ✅ Performance: <3 seconds response time -- ✅ Security: All security measures implemented -- ✅ 99% uptime achieved -- ✅ Zero critical bugs in production (first 2 weeks) - ---- - -## 🚨 Risk Mitigation - -| Risk | Impact | Mitigation | -|------|--------|-----------| -| Dependencies not provided on time | 🔴 HIGH | Start with mock data, build in parallel | -| SSO integration issues | 🔴 HIGH | Request early access, test thoroughly | -| Scope creep | 🟡 MEDIUM | Strict change control process | -| Resource unavailability | 🟡 MEDIUM | Cross-train team members | -| Email service delays | 🟢 LOW | Make it optional for initial phase | -| AI service issues | 🟢 LOW | Build with fallback to manual entry | - ---- - -## 💰 Cost Considerations - -**Infrastructure (GCP):** -- VM: ~$100-150/month -- GCS storage: ~$20-50/month -- Database: ~$50-100/month (managed) -- Total: ~$170-300/month - -**AI Service (OpenAI GPT-4):** -- Estimated: ~$50-200/month (depending on usage) -- Alternative: Azure OpenAI (enterprise pricing) - -**Email Service:** -- If internal SMTP: $0 -- If SendGrid/SES: ~$10-50/month - -**Licenses:** -- Figma (if needed): Included in RE subscription -- GitHub/GitLab: Standard plan sufficient -- Monitoring tools: GCP free tier should cover initial needs - -**Total Estimated Monthly Cost:** $230-550 - ---- - -## 📋 Checklist for Kickoff Meeting - -**Before Meeting:** -- [ ] Send this document to all stakeholders (48 hours before) -- [ ] Request everyone to review and come prepared with decisions -- [ ] Create shared decision log document -- [ ] Prepare presentation slides (if needed) - -**During Meeting:** -- [ ] Record all decisions -- [ ] Assign owners for each action item -- [ ] Set deadlines for each deliverable -- [ ] Get commitment from all parties - -**After Meeting:** -- [ ] Send meeting minutes within 24 hours -- [ ] Update tracking sheet with action items -- [ ] Follow up on overdue items weekly -- [ ] Schedule next checkpoint meeting - ---- - -## 📎 Appendix: Reference Documents - -1. **streamlined_approvals.md** - System Requirements Specification (776 lines) -2. **Royal Enfield Proposal 1.06.txt** - BPM Platform Proposal (650 lines) -3. **Figma Hi-Fi Wireframe** - https://sway-dense-03017508.figma.site -4. **RE_FULLSCOPE_AND PROJECT_STRUCTURE.md** - Full project scope -5. **RE_Workflow_Complete_Project_Setup.md** - Complete setup guide -6. **RE_Project_Kickoff_Requirements.md** - Detailed pre-development checklist -7. **RE_Tech_Stack_Conflicts_And_Clarifications.md** - Technical deep-dive - ---- - -## ✅ Sign-Off Required - -**By signing below, all parties agree to:** -- Technology stack decisions made -- Dependencies will be provided as per timeline -- Communication cadence will be followed -- Change control process will be respected - -| Name | Role | Signature | Date | -|------|------|-----------|------| -| | Product Owner (RE) | | | -| | Tech Lead (RE) | | | -| | Project Manager (Softude) | | | -| | Development Lead (Softude) | | | - ---- - -**Document Status:** ✅ READY FOR REVIEW -**Priority:** 🔴 CRITICAL -**Action Required:** Schedule kickoff meeting ASAP -**Prepared By:** Development Team -**Date:** October 17, 2025 - ---- - -## 📧 Proposed Email to Send - -``` -Subject: URGENT: RE Workflow Management System - Kickoff Meeting Required - -Hi Team, - -We're ready to start development on the RE Workflow Management System -(Non-Templatized Approval Workflows) but need to resolve 3 critical -technology conflicts and obtain essential access credentials. - -I've prepared a comprehensive Executive Summary document that covers: -✅ Technology stack conflicts requiring decisions -✅ Critical dependencies blocking development -✅ Recommended approach -✅ Timeline estimate (5.5 months) -✅ Meeting agenda - -Please review the attached document: RE_EXECUTIVE_SUMMARY_KICKOFF.md - -Can we schedule a 90-minute kickoff meeting this week? - -Proposed dates: -- [Date 1] -- [Date 2] -- [Date 3] - -Required Attendees: -- Product Owner -- Tech Lead/CTO -- IT Infrastructure Team (SSO/AD) -- Database Admin -- Security/InfoSec -- Development Team - -Looking forward to getting this project started! - -Best regards, -[Your Name] -Development Team Lead -``` - ---- - -**END OF EXECUTIVE SUMMARY** - - diff --git a/approval_hierarchy.mermaid b/mermaids/approval_hierarchy.mermaid similarity index 100% rename from approval_hierarchy.mermaid rename to mermaids/approval_hierarchy.mermaid diff --git a/dealer_claim _settlment.mermaid b/mermaids/dealer_claim _settlment.mermaid similarity index 100% rename from dealer_claim _settlment.mermaid rename to mermaids/dealer_claim _settlment.mermaid diff --git a/dealer_mgmt_flow.mermaid b/mermaids/dealer_mgmt_flow.mermaid similarity index 100% rename from dealer_mgmt_flow.mermaid rename to mermaids/dealer_mgmt_flow.mermaid diff --git a/dealer_offboard.mermaid b/mermaids/dealer_offboard.mermaid similarity index 100% rename from dealer_offboard.mermaid rename to mermaids/dealer_offboard.mermaid diff --git a/dealer_onboard.mermaid b/mermaids/dealer_onboard.mermaid similarity index 100% rename from dealer_onboard.mermaid rename to mermaids/dealer_onboard.mermaid diff --git a/field_visit_mermaid.mermaid b/mermaids/field_visit_mermaid.mermaid similarity index 100% rename from field_visit_mermaid.mermaid rename to mermaids/field_visit_mermaid.mermaid diff --git a/onboard_offboard_completeflow.mermaid b/mermaids/onboard_offboard_completeflow.mermaid similarity index 100% rename from onboard_offboard_completeflow.mermaid rename to mermaids/onboard_offboard_completeflow.mermaid diff --git a/streamlined_project_flow.mermaid b/mermaids/streamlined_project_flow.mermaid similarity index 100% rename from streamlined_project_flow.mermaid rename to mermaids/streamlined_project_flow.mermaid