mermaid folder created
This commit is contained in:
parent
0b77581503
commit
d22f565be1
@ -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
|
||||
|
||||
|
||||
@ -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**
|
||||
|
||||
|
||||
Loading…
Reference in New Issue
Block a user