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chore: remove outdated demo plans and notes for Milestone 3

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Achintha Isuru
2026-02-03 15:45:37 -05:00
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apps/demo plans/MILESTONE 3_DEMO_PLAN.md
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# KROW Workforce Platform — Feature Demo Plan for Milestone 3
**Version:** Milestone 3 (v3.0)
**Date:** February 3, 2026
**Audience:** Business Stakeholders, Customer Engineers, Sales Teams
**Duration:** 25-30 minutes
---
## 1️⃣ Demo Overview
### Purpose
This demo showcases the progress of the milestone 3.
- **For Businesses (Client App):** One-time shift creation, worker management, real-time coverage tracking
- **For Workers (Staff App):** Easy access to available shifts, clock-in and profile management
- **Complete Workflow:** From shift posting and worker check-in and completion/
### Estimated Demo Duration
**25-30 minutes**
---
## 2️⃣ Demo Environment Setup
### Required Test Accounts
**Client Account (Business User):**
- Email: `legendary@krowd.com`
- Password: `Demo2026!`
- Client Name: "Krow"
**Staff Account (Worker):**
- Phone: `+1 (555) 765-4321`
- OTP Code: `123456` (demo mode)
- Name: "Mariana Torres"
### Prerequisites
1. ✅ Both apps installed on demo devices (or simulators)
2. ✅ Network connection stable
3. ✅ Seed data is ready to be populated
- the database should be empty.
### Pre-Demo Data Seeding
Tracked in :
- https://github.com/Oloodi/krow-workforce/issues/345
- At the start the database should be empty.
- Commands to use:
- `make dataconnect-clean`
- To clean the database before seeding.
- `make dataconnect-seed`
- To populate the database with seed data for demo.
---
## 3️⃣ Demo Flows
**Note:**
To start the demo you should clean the database running the next command:
- make dataconnect-clean
### Demo 0: Show Empty Database
**Purpose:** Demonstrate the starting point before any data exists
**Action:** Show the empty database in Firebase console
---
### Demo 1: Register Client & Show Empty States (Client App)
**Purpose:** Show the client onboarding experience and empty states
**Steps:**
1. Open Client App → Tap "Create Account"
2. Enter business name, email, and password.
3. Navigate to home page
4. **Point out:** Empty dashboard, no orders, no workers, clean slate
---
### Demo 2: Register Staff & Show Empty States (Staff App)
**Purpose:** Show the worker onboarding experience and empty states
**Steps:**
1. Open Staff App → Tap "Sign Up"
2. Enter phone number and verify with OTP code
3. Follow the steps to add the personal details.
3. Navigate to home page.
4. **Point out:** Empty shifts list, no available work yet
---
> **🔄 PAUSE HERE:** Populate the database with seed data (run seeding script)
- Potulate database with the next comand :
- make dataconnect-seed
---
### Demo 3: Client Logs In with Existing Account
**Purpose:** Show the sign-in experience for returning users
**Screen:** Get Started → Sign In
**Steps:**
1. Restart Client App
2. Tap "Sign In" button
3. Enter credentials:
- Email: `legendary@krowd.com`
- Password: `Demo2026!`
4. Tap "Sign In"
---
### Demo 4: Client Views Populated Dashboard
**Purpose:** Show how the client app displays active operations
**Steps:**
1. After signing in, observe the home screen
2. Navigate through populated sections:
- Home: Coverage stats, upcoming shifts
- Orders: Posted shifts with workers assigned
- Coverage: Real-time worker status
- Payments: Recent invoices and payment history
**What to Notice:**
- Coverage percentage for today's shifts
- Workers checked in vs. needed
- Late workers alerts
- Today's estimated labor cost
---
### Demo 5: Client Creates a New Hub
**Screen:** Home page top right hand corner settings → "Add Hub" button
**Steps:**
1. Navigate to Hubs page
2. Tap the "+" or "Add Hub" button
3. Fill in hub details:
- Hub name: "Downtown Convention Center"
- Address: Start typing and select from Google Places autocomplete
4. Tap "Create Hub"
5. See the new hub appear in the hubs list
---
> **EXPLAIN**: The main demo flow which is the order creation and acceptance flow.
> ```
>Client Posts Shift [O1]
> ↓
>*Vendor Accepts the Shift (This Part is missing for now)/ Vendor is selected by client* [O2]
> ↓
>Worker Searches for a Shift [O3]
> ↓
>Worker Applies [O4]
> ↓
>Confirmation [O5]
> ↓
>Worker Checks In [O6]
> ↓
>Shift Completed [O7]
>```
---
### Demo 6: Client Creates New Order - [O1]
**Purpose:** Walk through the shift creation process
**Screen:** Orders Tab → "Post an Order" button or "+ Order"
**Action:** Create a new order for upcoming event
**What to Fill:**
- Order name: "Spring Gala 2026"
- Date: [Select upcoming date]
- Vendor: [Select existing vendor]
- Location: [Select existing hub]
- Add position: Server, Count: 3, Hours: 5PM-9PM
---
### Demo 7: Client Views Order Details
**Purpose:** Show detailed order information and worker assignments
**Screen:** Orders Tab → Tap on any order card
**Action:** Expand order to see full details
**What to Notice:**
- Event name and location
- Roles needed (e.g., "2 Servers")
- Estimated cost
- Coverage percentage bar
---
### Demo 8: Staff Logs In with Existing Account
**Purpose:** Show the worker sign-in experience
**Screen:** Get Started → Sign In with Phone
**Steps:**
1. Restart the staff app.
2. Enter phone number: `5551234567`
3. Tap "Send Code"
4. Enter OTP: `123456`
---
### Demo 9: Staff Views Home Dashboard
**Purpose:** Show worker's personalized dashboard
**What to Notice:**
- Today's Shifts section (confirmed shifts for today)
- Tomorrow's Shifts section
- Recommended Shifts section (available shifts to apply for)
---
### Demo 10: Staff Browses Available Shifts - [O3]
**Purpose:** Show how workers discover and view available work
**Screen:** Shifts → "Find Shifts" tab
**Action:** Browse the list of available shifts
**What to Notice:**
- List of shifts matching worker skills
- Hourly rate prominently displayed
- Role requirements (e.g., "Bartender - Spring Gala")
- Date, time, and duration
---
### Demo 11: Staff Applies for Shift - [O4]
**Purpose:** Show the application process from worker side
**Screen:** Shift Details → "Book" Shift button
**Steps:**
1. Tap on an available shift to view details
2. Review business name, location, pay, requirements
3. Tap "Book" Shift button
4. See instant confirmation
---
### Demo 12: Staff Views Confirmed Shifts - [O5]
**Purpose:** Show worker's shift management interface
**Screen:** Shifts Tab → "My Shifts"
**Action:** Review calendar view of confirmed shifts
**What to Notice:**
- Week-by-week calendar navigation
- Color-coded status (Confirmed, Pending, Completed)
- Quick access to shift details and directions
---
### Demo 13: Client Monitors Coverage Dashboard - [O5]
**Purpose:** Show real-time worker tracking capabilities
**Screen:** Client App → Coverage Tab
**Action:** Navigate to Coverage, select today's date
**What to Notice:**
- Live worker status (Checked In, En Route, Late, Not Arrived)
- Color-coded status badges
- Worker information
---
### Demo 14: Staff Clock In to Shift (Day of Event) [O6]
**Purpose:** Demonstrate the check-in process
**Screen:** Home -> Clockin page -> Clock-in slider
**Action:** Simulate checking in to an active shift
**What to Notice:**
- Timestamp automatically recorded
- Status changes to "Checked In" with green indicator
---
### Demo 15: Client Sees Clock-In Update - [O6]
**Purpose:** Show cross-app interaction and real-time updates
**Screen:** Client App → Coverage Page
**Action:** Press the update button on the top right to refresh worker statuses
**What to Notice:**
- Status update
- Green "Checked In" badge appears
- Check-in time displayed
---
### Demo 16: Staff Clock-Out of Shift - [O7]
**Purpose:** Demonstrate the clock-out process and shift completion
**Screen:** Home -> Clockin page -> Clock-out slider
**What to Notice:**
- Check-out timestamp automatically recorded
- Status changes to "Completed"
---
### Demo 17: Client Views Completed Shift in Coverage - [O7]
**Purpose:** Show how completed shifts appear in the client app
**Screen:** Client App → Coverage Tab
**Action:** Press the refresh button to update worker statuses
**What to Notice:**
- Worker status changes to "Completed"
- Check-out time displayed alongside check-in time
- Total hours worked visible
- Cost finalized based on actual hours
---
### Demo 18: Staff Profile Management
**Purpose:** Demonstrate worker profile features and compliance management
**Screen:** Staff App → Profile Tab
**Steps:**
1. Navigate to Profile tab in bottom navigation
2. Review profile sections:
- **Profile Info:**
- **Emergency Contact:** Contact details for emergencies
- **Bank Account:** Linked payment account for direct deposit
- **Tax Forms:** W-9, I-9 compliance documents
- **Time Card:** Historical shift records with hours and earnings
---
## Things we need to handover to the customer
- Android apps of the client and staff.
- Demo accounts credentials:
- Client Account:
- Email: `legendary@krowd.com`
- Password: `Demo2026!`
- Staff Account:
- Phone: `+15557654321`
- OTP Code: `123456` (demo mode)

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@@ -232,13 +232,13 @@ Shift Completed [O7]
### Demo 11: Staff Applies for Shift - [O4] ### Demo 11: Staff Applies for Shift - [O4]
**Purpose:** Show the application process from worker side **Purpose:** Show the application process from worker side
**Screen:** Shift Details → "Apply Now" button **Screen:** Shift Details → "Book" Shift button
**Steps:** **Steps:**
1. Tap on an available shift to view details 1. Tap on an available shift to view details
2. Review business name, location, pay, requirements 2. Review business name, location, pay, requirements
3. Tap "Book Shift" 3. Tap "Book" Shift button
4. See instant confirmation 4. See confirmation
--- ---
@@ -262,15 +262,13 @@ Shift Completed [O7]
**What to Notice:** **What to Notice:**
- Live worker status (Checked In, En Route, Late, Not Arrived) - Live worker status (Checked In, En Route, Late, Not Arrived)
- Color-coded status badges (green, yellow, red) - Color-coded status badges (green, yellow, red)
- Worker contact information - Worker information
- Real-time updates as workers check in
--- ---
### Demo 14: Staff Checks In to Shift (Day of Event) - [O6] ### Demo 14: Staff Clock-In to Shift (Day of Event) - [O6]
**Purpose:** Demonstrate the check-in process **Purpose:** Demonstrate the clock-in process
**Screen:** Clockin page → "Clock In" slider
**Screen:** Home or My Shifts → Shift Card → "Check In" button
**What to Notice:** **What to Notice:**
- Timestamp automatically recorded - Timestamp automatically recorded
@@ -278,7 +276,7 @@ Shift Completed [O7]
--- ---
### Demo 15: Client Sees Check-In Update - [O6] ### Demo 15: Client Sees Clock-In Update - [O6]
**Purpose:** Show cross-app interaction and real-time updates **Purpose:** Show cross-app interaction and real-time updates
**Screen:** Client App → Coverage Tab **Screen:** Client App → Coverage Tab
@@ -287,23 +285,19 @@ Shift Completed [O7]
**What to Notice:** **What to Notice:**
- Status update - Status update
- Green "Checked In" badge appears - User status changes to "Checked In"
- Check-in time displayed - Check-in time displayed
--- ---
### Demo 16: Staff Checks Out of Shift - [O7] ### Demo 16: Staff Clocks-Out of Shift - [O7]
**Purpose:** Demonstrate the check-out process and shift completion **Purpose:** Demonstrate the clocks-out process and shift completion
**Screen:** Clockin page -> Clock-out slider
**Screen:** Home or My Shifts → Shift Card → "Check Out" button
⚠️ **Note:** This feature is currently under fixing.
**What to Notice:** **What to Notice:**
- Check-out timestamp automatically recorded - Clock-out timestamp automatically recorded
- Status changes to "Completed" - Status changes to "Completed"
- Total hours worked calculated automatically - Total hours worked calculated automatically
- Shift moves from active to history
--- ---
@@ -331,11 +325,9 @@ Shift Completed [O7]
**Steps:** **Steps:**
1. Navigate to Profile tab in bottom navigation 1. Navigate to Profile tab in bottom navigation
2. Review profile sections: 2. Review profile sections:
- **Profile Info:** Name, photo, contact details, date of birth - **Profile Info:**
- **Statistics:** Total shifts worked, average rating, reliability score - **Emergency Contact:** Name, relationship, phone number
- **Bank Account:** Linked payment account for direct deposit - **Bank Account:** Linked payment account for direct deposit
- **Certificates:** Food Handler, ServSafe, Background Check status
- **Documents:** ID verification, work authorization
- **Tax Forms:** W-9, I-9 compliance documents *(bugs fixed: marital status and Citizenship Status now work properly)* - **Tax Forms:** W-9, I-9 compliance documents *(bugs fixed: marital status and Citizenship Status now work properly)*
- **Time Card:** Historical shift records with hours and earnings - **Time Card:** Historical shift records with hours and earnings