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Krow-workspace/docs/07-feature-roadmap-tickets-details.md
bwnyasse 8916a4ac49 feat: add feature roadmap and tickets documentation 
feat: add detailed feature roadmap and tickets documentation
feat: add roadmap overview diagram
feat: add roadmap p0 mvp diagram
feat: add roadmap p0 complete workflow diagram
feat: update diagrams config to include new roadmap diagrams
feat: add support for syncing source code for ai context
chore: update allowed hashes
feat: add jose.salazar@oloodi.com to iap-users.txt
feat: add fazulilahi@gmail.com to iap-users.txt
feat: add zouantchaw74@gmail.com to iap-users.txt
2026-01-12 11:44:26 -05:00

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# KROW Feature Roadmap - Detailed Tickets
> **Purpose:** Detailed reference for writing issues and developer briefings
> **Quick Reference:** See `06-feature-roadmap-tickets.md` for overview
> **Source:** Prototypes in `internal/launchpad/prototypes-src/`
---
# P0 - MUST HAVE (Sprint 3-4)
---
## P0.1 - Authentication
### WEB
---
#### P0-AUTH-01
- **Ticket:** Email/Password Login
- **Description:** Login form with email + password
- **Details:** Implement login page at `/login` route. Form with email field (validated), password field (min 8 chars), "Sign In" button, and "Forgot password?" link. Show loading state during auth. Display error messages for invalid credentials. Reference: `prototypes-src/web/src/auth/Login.tsx`
---
#### P0-AUTH-02
- **Ticket:** Password Reset
- **Description:** Send reset email, link, new password
- **Details:** "Forgot password" flow: (1) Enter email → (2) Receive email with reset link → (3) Click link opens password reset form → (4) Enter new password with confirmation → (5) Success message and redirect to login. Use Firebase Auth password reset.
---
#### P0-AUTH-03
- **Ticket:** Role-Based Redirect
- **Description:** Admin → `/dashboard/admin`, Client → `/dashboard/client`, Vendor → `/dashboard/vendor`
- **Details:** After successful login, check user role from Firebase Auth custom claims or Firestore user document. Redirect to appropriate dashboard. If user navigates to wrong dashboard, redirect to their correct one. Reference: `prototypes-src/web/src/auth/Login.tsx` lines 34-46.
---
#### P0-AUTH-04
- **Ticket:** Session Persistence
- **Description:** Token persist, auto-refresh, logout
- **Details:** Use Firebase Auth persistence (local storage). Auto-refresh tokens before expiry. Implement logout button that clears session and redirects to `/login`. Handle token expiration gracefully (redirect to login with message).
---
### MOBILE CLIENT
---
#### P0-AUTH-05
- **Ticket:** Get Started Screen
- **Description:** Welcome screen with Sign In / Sign Up options
- **Details:** Initial app screen with KROW branding, hero image, tagline. Two buttons: "Sign In" (existing users) and "Sign Up" (new businesses). Reference: `prototypes-src/mobile/client/lib/screens/auth/client_get_started_screen.dart`
---
#### P0-AUTH-06
- **Ticket:** Email/Password Login
- **Description:** Form with email + password
- **Details:** Sign-in screen with email field, password field (with show/hide toggle), "Sign In" button, "Forgot Password?" link. Validate email format. Show loading indicator during auth. Reference: `prototypes-src/mobile/client/lib/screens/auth/client_sign_in_screen.dart`
---
#### P0-AUTH-07
- **Ticket:** Social Login (Apple/Google)
- **Description:** Apple and Google sign-in buttons
- **Details:** Add "Sign In with Apple" and "Sign In with Google" buttons below the email form with "or" divider. Use Firebase Auth social providers. Link to existing account if email matches. Reference: `client_sign_in_screen.dart` lines 274-286.
---
#### P0-AUTH-08
- **Ticket:** Client Registration
- **Description:** Business signup form
- **Details:** Multi-step registration: (1) Email + password → (2) Business name, industry → (3) Contact info → (4) Email verification. Create user in Firebase Auth + business document in Firestore. Reference: `prototypes-src/mobile/client/lib/screens/auth/client_sign_up_screen.dart`
---
### MOBILE STAFF
---
#### P0-AUTH-09
- **Ticket:** Get Started Screen
- **Description:** Welcome screen "Work, Grow, Elevate"
- **Details:** Onboarding carousel with hero images. Tagline "Work, Grow, Elevate" with yellow highlight on "Elevate". Two buttons: "Sign Up" (primary yellow) and "Log In" (outline). Dark blue background (#1A2234). Reference: `prototypes-src/mobile/staff/lib/screens/auth/get_started_screen.dart`
---
#### P0-AUTH-10
- **Ticket:** Phone Verification
- **Description:** US phone number input (+1)
- **Details:** Phone input screen with country code selector (default +1 US flag). 10-digit phone number field with numeric keyboard. Validate phone format before enabling "Send Code" button. Reference: `prototypes-src/mobile/staff/lib/screens/auth/phone_verification_screen.dart` lines 277-357.
---
#### P0-AUTH-11
- **Ticket:** SMS OTP Code
- **Description:** Send and validate 6-digit code
- **Details:** After phone submit, show 6 individual digit input fields. Auto-advance cursor on input. 30-second countdown for resend. "Resend code" link after countdown. Auto-submit when all 6 digits entered. Use Firebase Phone Auth. Reference: `phone_verification_screen.dart` lines 360-485.
---
#### P0-AUTH-12
- **Ticket:** Login vs Signup Mode
- **Description:** Same flow, different destination
- **Details:** Both "Sign Up" and "Log In" buttons go to phone verification. Pass `mode` query param (`signup` or `login`). After OTP verification: signup → `/profile-setup`, login → `/worker-home`. Reference: `phone_verification_screen.dart` lines 107-111.
---
## P0.2 - Staff Management
### MOBILE STAFF - Onboarding
---
#### P0-STAFF-01
- **Ticket:** Profile Setup Wizard
- **Description:** Screen after phone verification
- **Details:** Multi-step onboarding wizard with progress indicator. Steps: Personal Info → Emergency Contact → Experience → Attire → Bank Account. Allow save & continue later. Track completion percentage. Reference: `prototypes-src/mobile/staff/lib/screens/auth/profile_setup_screen.dart`
---
#### P0-STAFF-02
- **Ticket:** Personal Info Screen
- **Description:** Name, date of birth, address
- **Details:** Form fields: First name, Last name, Date of birth (date picker), Street address, City, State (dropdown), ZIP code. All fields required. Validate ZIP format. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/onboarding/personal_info_screen.dart`
---
#### P0-STAFF-03
- **Ticket:** Emergency Contact
- **Description:** Emergency contact (name, relationship, phone)
- **Details:** Form fields: Contact name, Relationship (dropdown: Parent, Spouse, Sibling, Friend, Other), Phone number. Required for compliance. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/onboarding/emergency_contact_screen.dart`
---
#### P0-STAFF-04
- **Ticket:** Experience Screen
- **Description:** Skills/experience selection
- **Details:** Multi-select list of skills/positions (Bartender, Server, Cook, Busser, Host, etc.). Years of experience per skill (optional). Certifications held (Food Handler, TIPS, etc.). Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/onboarding/experience_screen.dart`
---
#### P0-STAFF-05
- **Ticket:** Attire Screen
- **Description:** Uniform/outfit photo
- **Details:** Photo upload for standard work attire. Camera or gallery option. Guidelines shown (black pants, white shirt, etc.). Photo stored in Firebase Storage. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/onboarding/attire_screen.dart`
---
#### P0-STAFF-06
- **Ticket:** Bank Account Setup
- **Description:** Banking info for payment
- **Details:** Form fields: Bank name, Routing number (9 digits), Account number, Account type (Checking/Savings). Secure input with masking. Validate routing number format. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/finances/bank_account_screen.dart`
---
### WEB - Admin Staff Management
---
#### P0-STAFF-07
- **Ticket:** Staff List
- **Description:** List with search, filters (status, skills)
- **Details:** Table view with columns: Name, Photo, Status, Skills, Rating, Last Active. Search by name/email. Filters: Status (Active, Pending, Suspended), Skills (multi-select), Rating range. Pagination. Click row to view details. Reference: `prototypes-src/web/src/features/workforce/directory/StaffList.tsx`
---
#### P0-STAFF-08
- **Ticket:** Staff Detail View
- **Description:** Full profile, documents, history
- **Details:** Profile header with photo, name, status badge. Tabs: Overview (contact, skills, rating), Documents (I-9, W-4, certs), Work History (past shifts), Compliance (verification status). Edit button for admins.
---
#### P0-STAFF-09
- **Ticket:** Add Staff (Admin)
- **Description:** Staff creation form
- **Details:** Admin can manually add staff. Form: Email, Phone, First/Last name, Skills selection. Sends invite to staff to complete profile. Creates pending staff record. Reference: `prototypes-src/web/src/features/workforce/directory/AddStaff.tsx`
---
#### P0-STAFF-10
- **Ticket:** Edit Staff
- **Description:** Modify staff info
- **Details:** Edit form for staff details. Admin can update: Contact info, Skills, Status, Notes. Cannot edit: Bank info (staff only), Documents (upload only). Audit log of changes. Reference: `prototypes-src/web/src/features/workforce/directory/EditStaff.tsx`
---
#### P0-STAFF-11
- **Ticket:** Staff Approval Queue
- **Description:** Approve/Reject new staff
- **Details:** List of pending staff applications. Show: Name, signup date, documents status, completion %. Actions: Approve (activates account), Reject (with reason), Request more info. Bulk approve option.
---
## P0.3 - Business & Hub Management
### WEB
---
#### P0-BIZ-01
- **Ticket:** Client List
- **Description:** Business list with search/filter
- **Details:** Table view with columns: Business name, Logo, Industry, Status, # Hubs, Last Order. Search by name. Filters: Status (Active, Pending, Suspended), Industry. Click row for details. Reference: `prototypes-src/web/src/features/business/clients/ClientList.tsx`
---
#### P0-BIZ-02
- **Ticket:** Add Client
- **Description:** Business creation form
- **Details:** Form: Business name, Industry (dropdown), Primary contact (name, email, phone), Billing address, Logo upload. Creates business + first hub. Sends welcome email to contact. Reference: `prototypes-src/web/src/features/business/clients/AddClient.tsx`
---
#### P0-BIZ-03
- **Ticket:** Edit Client
- **Description:** Modify business info
- **Details:** Edit form for business details. Sections: General Info, Billing Info, Primary Contact, Rate Overrides. Status toggle (Active/Suspended). Reference: `prototypes-src/web/src/features/business/clients/EditClient.tsx`
---
#### P0-BIZ-04
- **Ticket:** Service Rates Config
- **Description:** Configure rates per position
- **Details:** Rate management screen. Default rates by position (Server: $18/hr, Bartender: $22/hr, etc.). Overtime multipliers (1.5x after 8hrs, 2x after 12hrs for CA). Holiday rates. Per-client rate overrides. Reference: `prototypes-src/web/src/features/business/rates/ServiceRates.tsx`
---
### MOBILE CLIENT
---
#### P0-BIZ-05
- **Ticket:** Client Hubs Screen
- **Description:** Location list and management
- **Details:** List of business locations (hubs). Each hub shows: Name, Address, # upcoming shifts. Add new hub button. Edit hub (name, address, contact). Deactivate hub option. Reference: `prototypes-src/mobile/client/lib/screens/client/client_hubs_screen.dart`
---
#### P0-BIZ-06
- **Ticket:** Client Settings
- **Description:** Business account settings
- **Details:** Settings screen with sections: Account (business info), Notifications (push, email preferences), Users (invite team members), Billing (payment methods), Support (contact, FAQs). Reference: `prototypes-src/mobile/client/lib/screens/client/client_settings_screen.dart`
---
## P0.4 - Event & Order Management
### WEB
---
#### P0-EVENT-01
- **Ticket:** Order List (Admin)
- **Description:** All orders with filters
- **Details:** Master list of all orders across clients. Columns: Order #, Client, Event Date, Status, Positions, Fill Rate. Filters: Status, Date range, Client. Color-coded status badges. Click for details. Reference: `prototypes-src/web/src/features/operations/orders/OrderList.tsx`
---
#### P0-EVENT-02
- **Ticket:** Order List (Client)
- **Description:** Client's orders only
- **Details:** Filtered view showing only logged-in client's orders. Same columns as admin but without client column. "Create Order" button prominent. Reference: `prototypes-src/web/src/features/operations/orders/ClientOrderList.tsx`
---
#### P0-EVENT-03
- **Ticket:** Order List (Vendor)
- **Description:** Orders assigned to vendor
- **Details:** Filtered view showing orders where vendor has assigned staff. Shows: Order #, Client, Date, Vendor's assigned positions, Revenue. Reference: `prototypes-src/web/src/features/operations/orders/VendorOrderList.tsx`
---
#### P0-EVENT-04
- **Ticket:** Order Detail
- **Description:** Detailed view with shifts
- **Details:** Full order view. Header: Client, Date, Location, Status. Shifts section: List of shifts with times, positions needed, assigned staff. Actions: Edit, Cancel, Duplicate. Timeline of status changes. Reference: `prototypes-src/web/src/features/operations/orders/OrderDetail.tsx`
---
#### P0-EVENT-05
- **Ticket:** Edit Order
- **Description:** Modify event/shifts
- **Details:** Edit form for existing order. Can modify: Event details, Add/remove shifts, Change position counts, Update times. Cannot edit after event starts. Notifications sent for changes. Reference: `prototypes-src/web/src/features/operations/orders/EditOrder.tsx`
---
#### P0-EVENT-06
- **Ticket:** Schedule View
- **Description:** Event calendar
- **Details:** Calendar view of all orders. Month/Week/Day toggle. Color-coded by status (draft=gray, confirmed=green, active=blue). Click event to open detail modal. Drag to reschedule (with confirmation). Reference: `prototypes-src/web/src/features/operations/schedule/Schedule.tsx`
---
### MOBILE CLIENT
---
#### P0-EVENT-07
- **Ticket:** Create Order Screen
- **Description:** Order type selection
- **Details:** Order creation entry point. Shows order type cards: One-Time Event, Recurring (P1), RAPID (P1), Permanent (P1). For P0, only One-Time is active. Tap to start wizard. Reference: `prototypes-src/mobile/client/lib/screens/client/create_order_screen.dart`
---
#### P0-EVENT-08
- **Ticket:** One-Time Order Flow
- **Description:** Wizard for one-time event creation
- **Details:** Multi-step wizard: (1) Event basics (name, date, time) → (2) Location (select hub or enter address) → (3) Positions (type, count, hours) → (4) Review & Submit. Progress indicator. Save draft option. Reference: `prototypes-src/mobile/client/lib/screens/client/create_order_pages/one_time_order_flow_page.dart`
---
#### P0-EVENT-09
- **Ticket:** Client Shifts Screen
- **Description:** Client's shifts list
- **Details:** List view of all shifts across client's orders. Tabs: Upcoming, In Progress, Completed. Each shift shows: Date, Time, Position, Assigned staff (or "X of Y filled"). Tap for details. Reference: `prototypes-src/mobile/client/lib/screens/client/client_shifts_screen.dart`
---
#### P0-EVENT-10
- **Ticket:** Client Coverage Screen
- **Description:** Staffing coverage view
- **Details:** Dashboard showing coverage metrics. Today's coverage %, Upcoming gaps, Positions to fill. Visual timeline of today's shifts. Quick actions: Fill gaps, Contact assigned staff. Reference: `prototypes-src/mobile/client/lib/screens/client/client_coverage_screen.dart`
---
## P0.5 - Shift & Assignment
### WEB
---
#### P0-SHIFT-01
- **Ticket:** Staff Availability View
- **Description:** View staff availability
- **Details:** Calendar/grid showing staff availability. Rows = staff, Columns = days. Color coding: Available (green), Unavailable (red), Partially (yellow). Click staff to see details. Filter by skills. Reference: `prototypes-src/web/src/features/operations/availability/StaffAvailability.tsx`
---
#### P0-SHIFT-02
- **Ticket:** Manual Assignment
- **Description:** Assign staff to shift
- **Details:** From order detail, click "Assign" on a shift. Modal shows available staff filtered by: Required skills, Availability, No conflicts. Select staff → Confirm. Staff receives notification. Update fill count.
---
#### P0-SHIFT-03
- **Ticket:** Task Board
- **Description:** Task/assignment kanban
- **Details:** Kanban board with columns: Unassigned, Pending Acceptance, Confirmed, In Progress, Completed. Cards show shift info. Drag cards between columns (where allowed). Quick filters by date, client. Reference: `prototypes-src/web/src/features/operations/tasks/TaskBoard.tsx`
---
### MOBILE STAFF
---
#### P0-SHIFT-04
- **Ticket:** Shifts Screen (Tabs)
- **Description:** Available / My Shifts / History
- **Details:** Main shifts screen with 3 tabs. "Available": Open shifts matching staff skills. "My Shifts": Accepted upcoming shifts. "History": Completed past shifts. Pull to refresh. Reference: `prototypes-src/mobile/staff/lib/screens/worker/shifts_screen.dart`
---
#### P0-SHIFT-05
- **Ticket:** Shift Details Screen
- **Description:** Details with location, hours, pay
- **Details:** Full shift information: Event name, Client, Date/Time, Location (with map link), Position, Hourly rate, Estimated pay, Dress code, Special instructions. Action buttons based on status. Reference: `prototypes-src/mobile/staff/lib/screens/worker/shift_details_screen.dart`
---
#### P0-SHIFT-06
- **Ticket:** Accept/Decline Shift
- **Description:** Actions on proposed shift
- **Details:** When viewing available shift: "Accept" (primary button) and "Decline" (secondary). Accept → shift moves to My Shifts, notification to admin. Decline → optional reason, shift removed from available list.
---
#### P0-SHIFT-07
- **Ticket:** Jobs Screen
- **Description:** Explore all available jobs
- **Details:** Discovery screen for available work. Filter by: Location/distance, Date range, Position type, Pay rate. Sort by: Nearest, Highest pay, Soonest. Map view toggle. Reference: `prototypes-src/mobile/staff/lib/screens/worker/jobs_screen.dart`
---
#### P0-SHIFT-08
- **Ticket:** Availability Screen
- **Description:** Configure availability
- **Details:** Weekly recurring availability grid. Toggle days/times available. Block specific dates (vacation, etc.). Sync with phone calendar (optional). Changes reflected in job matching. Reference: `prototypes-src/mobile/staff/lib/screens/worker/availability_screen.dart`
---
## P0.6 - Time & Attendance
### MOBILE STAFF
---
#### P0-TIME-01
- **Ticket:** Clock In Screen
- **Description:** Main clock-in screen
- **Details:** Dedicated tab in bottom nav. Shows today's shift (if any). Large clock-in button when shift is within window (e.g., 15 min before start). Current time display. Shift details summary. Reference: `prototypes-src/mobile/staff/lib/screens/worker/clock_in_screen.dart`
---
#### P0-TIME-02
- **Ticket:** Swipe to Clock In
- **Description:** Swipe gesture to confirm
- **Details:** "Slide to Clock In" button. User must swipe right to confirm (prevents accidental taps). Haptic feedback on swipe. Visual progress indicator. Success animation on complete. Reference: Swipe gesture in `clock_in_screen.dart`
---
#### P0-TIME-03
- **Ticket:** Swipe to Clock Out
- **Description:** Swipe gesture to end
- **Details:** After clocked in, button changes to "Slide to Clock Out". Same swipe mechanic. Shows elapsed time. Confirmation dialog if clocking out early. Summary of hours worked after clock out.
---
#### P0-TIME-04
- **Ticket:** GPS Location Capture
- **Description:** Record position at clock
- **Details:** Capture device GPS coordinates at clock in and clock out. Store with time record. Request location permission if not granted. Show location on map in timesheet. Flag if outside expected venue radius.
---
#### P0-TIME-05
- **Ticket:** Time Card Screen
- **Description:** Clock history
- **Details:** List of all clock in/out records. Shows: Date, Shift, Clock in time, Clock out time, Total hours, Status (Pending/Approved). Filter by date range. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/finances/time_card_screen.dart`
---
### WEB
---
#### P0-TIME-06
- **Ticket:** Timesheet Approval
- **Description:** Timesheet approval queue
- **Details:** List of pending timesheets awaiting approval. Shows: Staff name, Date, Shift, Hours, Clock times, GPS location. Actions: Approve, Dispute (with reason). Bulk approve option. Filter by client, date.
---
### MOBILE CLIENT
---
#### P0-TIME-07
- **Ticket:** Client Timesheets
- **Description:** View timesheets for approval
- **Details:** List of timesheets for client's shifts. Pending approval tab prominent. Shows: Staff, Date, Hours, Status. Tap to view details with GPS map. Approve/Dispute buttons. Reference: `prototypes-src/mobile/client/lib/screens/client/client_timesheets_screen.dart`
---
## P0.7 - Financial
### WEB
---
#### P0-FIN-01
- **Ticket:** Invoice List
- **Description:** Invoice list with status
- **Details:** Table of all invoices. Columns: Invoice #, Client, Date, Amount, Status, Due Date. Filters: Status (Draft, Sent, Paid, Overdue), Date range, Client. Color-coded status. Total outstanding amount shown. Reference: `prototypes-src/web/src/features/finance/invoices/InvoiceList.tsx`
---
#### P0-FIN-02
- **Ticket:** Invoice Detail
- **Description:** Detailed invoice view
- **Details:** Full invoice display. Header: Client info, Invoice #, Dates. Line items: Shifts with staff, hours, rates, totals. Subtotal, Taxes, Fees, Grand Total. Actions: Send, Download PDF, Mark Paid. Payment history. Reference: `prototypes-src/web/src/features/finance/invoices/InvoiceDetail.tsx`
---
#### P0-FIN-03
- **Ticket:** Invoice Editor
- **Description:** Create/modify invoice
- **Details:** Invoice creation/edit form. Select client, Add line items (from completed shifts or manual), Set rates, Add adjustments, Apply taxes. Preview before sending. Save as draft option. Reference: `prototypes-src/web/src/features/finance/invoices/InvoiceEditor.tsx`
---
### MOBILE STAFF
---
#### P0-FIN-04
- **Ticket:** Payments Screen
- **Description:** Earnings dashboard
- **Details:** Main payments tab showing: Total earnings (all time), This pay period, Next payment date, Recent transactions. Quick action to Early Pay (P1). Graph of earnings trend. Reference: `prototypes-src/mobile/staff/lib/screens/worker/payments_screen.dart`
---
#### P0-FIN-05
- **Ticket:** Earnings Screen
- **Description:** Earnings detail
- **Details:** Detailed earnings breakdown. Filter by period. List of all earnings: Date, Shift, Hours, Rate, Total. Tips (if any). Deductions. YTD summary. Export option. Reference: `prototypes-src/mobile/staff/lib/screens/worker/earnings_screen.dart`
---
### MOBILE CLIENT
---
#### P0-FIN-06
- **Ticket:** Client Billing Screen
- **Description:** Client billing view
- **Details:** Billing dashboard for client. Outstanding balance, Recent invoices, Payment due dates. Pay invoice button (if online payment enabled). Download invoices. Payment history. Reference: `prototypes-src/mobile/client/lib/screens/client/client_billing_screen.dart`
---
## P0.8 - Compliance & Documents
### MOBILE STAFF
---
#### P0-COMP-01
- **Ticket:** Tax Forms Screen
- **Description:** Tax forms list
- **Details:** List of required tax forms. Shows: Form name, Status (Not Started/In Progress/Completed), Due date. Forms: I-9, W-4, State forms. Tap to open form. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/compliance/tax_forms_screen.dart`
---
#### P0-COMP-02
- **Ticket:** Form I-9
- **Description:** I-9 employment eligibility form
- **Details:** Digital I-9 form. Section 1: Employee info, Citizenship status, Signature. Document upload for List A or List B+C documents. Photo capture of documents. E-signature capture. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/compliance/taxforms/form_i9_screen.dart`
---
#### P0-COMP-03
- **Ticket:** Form W-4
- **Description:** W-4 tax withholding form
- **Details:** Digital W-4 form. Personal info, Filing status, Dependents, Other adjustments. Calculate withholding based on inputs. E-signature. Can update anytime. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/compliance/taxforms/form_w4_screen.dart`
---
#### P0-COMP-04
- **Ticket:** Documents Screen
- **Description:** Upload/view documents
- **Details:** Document vault for staff. Categories: ID Documents, Tax Forms, Certifications, Other. Upload from camera or files. View/download uploaded docs. Delete option. Storage in Firebase Storage. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/compliance/documents_screen.dart`
---
#### P0-COMP-05
- **Ticket:** Certificates Screen
- **Description:** Manage certifications
- **Details:** List of professional certifications. Add new: Type (Food Handler, TIPS, ServSafe, etc.), Issue date, Expiry date, Upload certificate image. Status: Valid, Expiring Soon, Expired. Renewal reminders. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/compliance/certificates_screen.dart`
---
### WEB
---
#### P0-COMP-06
- **Ticket:** Compliance Dashboard
- **Description:** Compliance view for all staff
- **Details:** Admin overview of staff compliance status. Metrics: % compliant, Missing documents, Expiring certs. Table: Staff name, I-9 status, W-4 status, Certs status. Filter by status. Export report. Reference: `prototypes-src/web/src/features/workforce/compliance/ComplianceDashboard.tsx`
---
#### P0-COMP-07
- **Ticket:** Document Vault
- **Description:** Document storage
- **Details:** Admin view of all staff documents. Search by staff. View/download documents. Verify document authenticity. Flag issues. Audit trail of document access. Reference: `prototypes-src/web/src/features/workforce/documents/DocumentVault.tsx`
---
## P0.9 - Dashboards & Navigation
### WEB
---
#### P0-DASH-01
- **Ticket:** Admin Dashboard
- **Description:** Widgets: stats, alerts, actions
- **Details:** Admin home screen. Widgets: Today's active shifts, Pending approvals (staff, timesheets), Revenue this month, Staff utilization. Alerts: Unfilled positions, Compliance issues. Quick actions: Create order, Add staff. Reference: `prototypes-src/web/src/features/overview/dashboard/AdminDashboard.tsx`
---
#### P0-DASH-02
- **Ticket:** Client Dashboard
- **Description:** Widgets: coverage, orders, spend
- **Details:** Client home screen. Widgets: Today's coverage %, Upcoming orders, Spend this month, Top workers. Calendar preview. Quick actions: Create order, View invoices. Reference: `prototypes-src/web/src/features/overview/dashboard/ClientDashboard.tsx`
---
#### P0-DASH-03
- **Ticket:** Vendor Dashboard
- **Description:** Widgets: orders, staff, revenue
- **Details:** Vendor home screen. Widgets: Active orders, Staff on shift, Revenue this month, Fill rate. Quick actions: View orders, Manage staff. Reference: `prototypes-src/web/src/features/overview/dashboard/VendorDashboard.tsx`
---
### MOBILE CLIENT
---
#### P0-DASH-04
- **Ticket:** Client Home Screen
- **Description:** Mobile main dashboard
- **Details:** Home tab content. Today's summary: Active shifts, Coverage %. Quick stats cards. Upcoming shifts preview. Quick action: Create Order (floating button). Pull to refresh. Reference: `prototypes-src/mobile/client/lib/screens/client/client_home_screen.dart`
---
#### P0-DASH-05
- **Ticket:** Bottom Navigation
- **Description:** Coverage, Billing, Home, Shifts, Reports
- **Details:** 5-tab bottom navigation bar. Icons: Coverage (shield), Billing (dollar), Home (house, center), Shifts (calendar), Reports (chart). Home is center/prominent. Active tab highlighted. Reference: `prototypes-src/mobile/client/lib/widgets/scaffold_with_nav_bar.dart`
---
### MOBILE STAFF
---
#### P0-DASH-06
- **Ticket:** Worker Home Screen
- **Description:** Staff main dashboard
- **Details:** Home tab content. Welcome message with name. Today's shift (if any) with countdown. Earnings this week. Available shifts nearby. Quick stats. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_home_screen.dart`
---
#### P0-DASH-07
- **Ticket:** Bottom Navigation
- **Description:** Shifts, Payments, Home, Clock-In, Profile
- **Details:** 5-tab bottom navigation. Icons: Shifts (calendar), Payments (dollar), Home (house, center), Clock-In (clock), Profile (person). Clock-In prominent when shift is active. Reference: `prototypes-src/mobile/staff/lib/widgets/scaffold_with_nav_bar.dart`
---
#### P0-DASH-08
- **Ticket:** Worker Profile Screen
- **Description:** Settings and features menu
- **Details:** Profile tab content. Header: Photo, Name, Rating. Sections: Level Up (University, Leaderboard), Finances (Bank, Time Card), Compliance (Documents, Certs, Tax Forms), Support (Messages, FAQs, Privacy). Edit profile button. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile_screen.dart`
---
# P1 - SHOULD HAVE (Sprint 5-6)
---
## P1.1 - Smart Features
### WEB
---
#### P1-SMART-01
- **Ticket:** Smart Assignment Engine
- **Description:** Auto-match staff based on skills, availability, proximity
- **Details:** Algorithm that scores staff for a shift. Factors: Skill match (required vs has), Availability (calendar), Proximity (distance to venue), Rating (past performance), Fatigue (recent hours), Client preference (preferred/blocked lists). Returns ranked list. Reference: `prototypes-src/web/src/features/operations/orders/logic/SmartAssignmentEngine.ts`
---
#### P1-SMART-02
- **Ticket:** Conflict Detection
- **Description:** Detect double-booking
- **Details:** Before assignment, check for conflicts: Same staff already assigned to overlapping shift, Travel time between shifts too short, Exceeds daily/weekly hour limits. Show warning with option to override. Reference: `prototypes-src/web/src/features/operations/orders/logic/ConflictDetection.ts`
---
#### P1-SMART-03
- **Ticket:** Overtime Calculator
- **Description:** OT/DT calculation with California rules
- **Details:** Calculate overtime impact before assignment. Rules: Federal (>40hrs/week = 1.5x), California (>8hrs/day = 1.5x, >12hrs/day = 2x). Show cost impact: Regular vs OT earnings. Traffic light indicator (green/amber/red). Reference: `prototypes-src/web/src/features/operations/orders/logic/OvertimeCalculator.ts`
---
#### P1-SMART-04
- **Ticket:** Savings Engine
- **Description:** Potential savings analysis
- **Details:** Analytics dashboard showing cost optimization opportunities. Suggestions: Reduce OT by redistributing shifts, Use higher-rated staff for premium clients, Identify underutilized staff. ROI calculations. Reference: `prototypes-src/web/src/features/overview/savings/SavingsEngine.tsx`
---
## P1.2 - Advanced Orders
### MOBILE CLIENT
---
#### P1-ORDER-01
- **Ticket:** RAPID Order Flow
- **Description:** Quick simplified order creation
- **Details:** Streamlined order creation for urgent needs. Minimal fields: Position type, Count, Start time, Duration, Location (default to primary hub). One-tap submit. Higher priority in assignment queue. Reference: `prototypes-src/mobile/client/lib/screens/client/create_order_pages/rapid_order_flow_page.dart`
---
#### P1-ORDER-02
- **Ticket:** Recurring Order Flow
- **Description:** Recurring orders (weekly, monthly)
- **Details:** Create orders that repeat. Set recurrence: Daily, Weekly (select days), Monthly (select dates). End date or occurrence count. Edit single occurrence or entire series. Skip dates option. Reference: `prototypes-src/mobile/client/lib/screens/client/create_order_pages/recurring_order_flow_page.dart`
---
#### P1-ORDER-03
- **Ticket:** Permanent Order Flow
- **Description:** Permanent placements
- **Details:** Request permanent/ongoing staff placement. Different from event staffing. Specify: Position, Hours per week, Duration (ongoing or contract period). Different rate structure. Reference: `prototypes-src/mobile/client/lib/screens/client/create_order_pages/permanent_order_flow_page.dart`
---
#### P1-ORDER-04
- **Ticket:** Verify Worker Attire
- **Description:** Staff attire verification
- **Details:** Client can verify staff attire at event start. Staff takes photo, client reviews. Approve or request change. Linked to dress code requirements in order. Reference: `prototypes-src/mobile/client/lib/screens/client/verify_worker_attire_screen.dart`
---
## P1.3 - Early Pay
### MOBILE STAFF
---
#### P1-PAY-01
- **Ticket:** Early Pay Screen
- **Description:** Access earnings before payday
- **Details:** Earned Wage Access feature. Shows: Available early pay amount (completed shifts not yet paid), Fee disclosure (5%), How it works explanation. CTA button to request. Reference: `prototypes-src/mobile/staff/lib/screens/worker/early_pay_screen.dart`
---
#### P1-PAY-02
- **Ticket:** Early Pay Request
- **Description:** Request early payment (5% fee)
- **Details:** Select amount to withdraw (up to available). Show fee calculation. Confirm bank account for deposit. Terms acceptance. Submit request. Processing status.
---
#### P1-PAY-03
- **Ticket:** Instant Transfer
- **Description:** Transfer to bank account
- **Details:** After early pay request approved, initiate instant transfer. Integration with payment provider (Stripe, etc.). Show transfer status: Processing → Completed. Push notification on completion.
---
#### P1-PAY-04
- **Ticket:** Benefits Screen
- **Description:** Available benefits view
- **Details:** Overview of staff benefits. Cards for: Early Pay, KROW University (P2), Referral Bonus, Insurance options (if available). Tap each for more info. Reference: `prototypes-src/mobile/staff/lib/screens/worker/benefits_screen.dart`
---
## P1.4 - Reports
### MOBILE CLIENT
---
#### P1-REPORT-01
- **Ticket:** Client Reports Screen
- **Description:** Reports hub
- **Details:** Reports home screen. List of available reports with descriptions. Recent reports section. Generate new report button. Export options (PDF, CSV). Reference: `prototypes-src/mobile/client/lib/screens/client/client_reports_screen.dart`
---
#### P1-REPORT-02
- **Ticket:** Daily Ops Report
- **Description:** Daily operations report
- **Details:** Summary of day's staffing operations. Sections: Shifts completed, Hours worked, Coverage %, Issues/incidents, Staff performance highlights. Date selector. Reference: `prototypes-src/mobile/client/lib/screens/client/reports/daily_ops_report_screen.dart`
---
#### P1-REPORT-03
- **Ticket:** Spend Report
- **Description:** Spending analysis
- **Details:** Financial report on labor spend. Total spend by period, Breakdown by position/location, Comparison to previous periods, Spend trends chart. Budget vs actual (if budget set). Reference: `prototypes-src/mobile/client/lib/screens/client/reports/spend_report_screen.dart`
---
#### P1-REPORT-04
- **Ticket:** Forecast Report
- **Description:** Needs forecast
- **Details:** Predictive report based on historical data. Projected staffing needs for upcoming period. Recommended order quantities. Budget forecast. Seasonal patterns. Reference: `prototypes-src/mobile/client/lib/screens/client/reports/forecast_report_screen.dart`
---
#### P1-REPORT-05
- **Ticket:** Performance Report
- **Description:** Staff performance
- **Details:** Staff performance metrics. Top performers by rating, Attendance rates, On-time percentage. Compare staff performance. Identify training needs. Reference: `prototypes-src/mobile/client/lib/screens/client/reports/performance_report_screen.dart`
---
#### P1-REPORT-06
- **Ticket:** No-Show Report
- **Description:** Absence report
- **Details:** Report on staff no-shows and late arrivals. List incidents with: Date, Staff, Shift, Reason (if provided). Impact analysis. Patterns identification. Reference: `prototypes-src/mobile/client/lib/screens/client/reports/no_show_report_screen.dart`
---
#### P1-REPORT-07
- **Ticket:** Coverage Report
- **Description:** Coverage report
- **Details:** Staffing coverage analysis. Coverage % by day/shift, Unfilled positions history, Peak demand times, Recommendations for improving coverage. Reference: `prototypes-src/mobile/client/lib/screens/client/reports/coverage_report_screen.dart`
---
### WEB
---
#### P1-REPORT-08
- **Ticket:** Reports Dashboard
- **Description:** Admin reports center
- **Details:** Central reporting hub for admins. Quick stats widgets. Report categories: Operations, Financial, Workforce, Compliance. Generate custom reports. Schedule recurring reports. Reference: `prototypes-src/web/src/features/analytics/reports/ReportsDashboard.tsx`
---
#### P1-REPORT-09
- **Ticket:** Activity Log
- **Description:** System activity log
- **Details:** Audit trail of all system actions. Columns: Timestamp, User, Action, Details. Filter by: User, Action type, Date range. Search. Export log. Reference: `prototypes-src/web/src/features/analytics/audit/ActivityLog.tsx`
---
#### P1-REPORT-10
- **Ticket:** Vendor Performance
- **Description:** Vendor performance
- **Details:** Analytics on vendor performance. Metrics: Fill rate, Staff quality ratings, Response time, Reliability score. Compare vendors. Identify top/bottom performers. Reference: `prototypes-src/web/src/features/overview/performance/VendorPerformance.tsx`
---
## P1.5 - Communication
### WEB
---
#### P1-COMM-01
- **Ticket:** Message Center
- **Description:** Internal messaging
- **Details:** In-app messaging system. Inbox view with conversations. Compose new message. Recipients: Individual staff, All staff on event, Client contacts. Message history. Read receipts. Reference: `prototypes-src/web/src/features/communication/messages/MessageCenter.tsx`
---
#### P1-COMM-02
- **Ticket:** Tutorial List
- **Description:** Training videos/guides
- **Details:** Library of training content. Categories: Getting Started, Features, Best Practices. Video tutorials with playback. PDF guides. Mark as watched/read. Reference: `prototypes-src/web/src/features/communication/tutorials/TutorialList.tsx`
---
#### P1-COMM-03
- **Ticket:** Support Center
- **Description:** Help center
- **Details:** In-app support resources. FAQs by category. Search knowledge base. Contact support form. Live chat (if enabled). Support ticket history. Reference: `prototypes-src/web/src/features/support/help/SupportCenter.tsx`
---
### MOBILE STAFF
---
#### P1-COMM-04
- **Ticket:** Messages Screen
- **Description:** Staff messaging
- **Details:** In-app messaging for staff. Inbox with conversations from admin/clients. Read/unread indicators. Reply functionality. Push notifications for new messages. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/support/messages_screen.dart`
---
#### P1-COMM-05
- **Ticket:** FAQs Screen
- **Description:** Frequently asked questions
- **Details:** Searchable FAQ list. Categories: Account, Shifts, Payments, Compliance. Expandable Q&A format. Contact support link if not answered. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/support/faqs_screen.dart`
---
#### P1-COMM-06
- **Ticket:** Privacy Screen
- **Description:** Privacy settings
- **Details:** Privacy and data settings. Options: Profile visibility, Location sharing preferences, Notification settings, Data download request, Account deletion request. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/support/privacy_screen.dart`
---
## P1.6 - Teams & Workers
### WEB
---
#### P1-TEAM-01
- **Ticket:** Team List
- **Description:** Team list
- **Details:** View all teams. Team = group of staff for organization. Columns: Team name, # Members, Manager, Status. Create team button. Reference: `prototypes-src/web/src/features/workforce/teams/TeamList.tsx`
---
#### P1-TEAM-02
- **Ticket:** Create Team
- **Description:** Create team
- **Details:** Form to create new team. Fields: Team name, Description, Manager (select from admins), Add members (multi-select staff). Reference: `prototypes-src/web/src/features/workforce/teams/CreateTeam.tsx`
---
#### P1-TEAM-03
- **Ticket:** Team Detail
- **Description:** Team details
- **Details:** View team details. Header: Name, Manager, Description. Members list with roles. Add/remove members. Team performance metrics. Reference: `prototypes-src/web/src/features/workforce/teams/TeamDetail.tsx`
---
#### P1-TEAM-04
- **Ticket:** Staff Onboarding Flow
- **Description:** Web onboarding wizard
- **Details:** Web-based staff onboarding for admin-assisted registration. Mirrors mobile onboarding steps. Admin can complete on behalf of staff (for in-person signup). Reference: `prototypes-src/web/src/features/workforce/onboarding/OnboardingFlow.tsx`
---
### MOBILE CLIENT
---
#### P1-TEAM-05
- **Ticket:** Client Workers Screen
- **Description:** View assigned staff
- **Details:** List of staff who have worked for this client. Shows: Name, Photo, Rating, # Shifts worked, Last worked date. Favorite/block options. Request specific staff for future orders. Reference: `prototypes-src/mobile/client/lib/screens/client/client_workers_screen.dart`
---
## P1.7 - Marketplace
### WEB
---
#### P1-MKT-01
- **Ticket:** Vendor Marketplace
- **Description:** Discover vendors
- **Details:** Marketplace to find staffing vendors. Search/filter by: Location, Services offered, Ratings. Vendor profiles with: Description, Rates, Reviews. Contact/request quote. Reference: `prototypes-src/web/src/features/marketplace/discovery/VendorMarketplace.tsx`
---
#### P1-MKT-02
- **Ticket:** Compare Rates
- **Description:** Compare rates
- **Details:** Compare pricing across vendors. Select vendors to compare. Side-by-side rate comparison by position. Factor in quality ratings. Best value recommendations. Reference: `prototypes-src/web/src/features/marketplace/rates/CompareRates.tsx`
---
# P2 - NICE TO HAVE (Sprint 7+)
---
## P2.1 - KROW University
### MOBILE STAFF
---
#### P2-UNI-01
- **Ticket:** KROW University Screen
- **Description:** Training hub
- **Details:** Main entry point for learning. Featured courses, Categories (Food Safety, Customer Service, etc.), Progress tracking, Earned certificates display. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/level_up/krow_university_screen.dart`
---
#### P2-UNI-02
- **Ticket:** Trainings Screen
- **Description:** Available courses list
- **Details:** Browse all available training courses. Filter by: Category, Duration, Difficulty. Course cards show: Title, Duration, XP reward, Completion status. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/level_up/trainings_screen.dart`
---
#### P2-UNI-03
- **Ticket:** Course Enrollment
- **Description:** Enroll in a course
- **Details:** View course details and enroll. Shows: Description, Lessons outline, Prerequisites, Time to complete, Certificate earned. Start course button.
---
#### P2-UNI-04
- **Ticket:** Video Lessons
- **Description:** Video playback
- **Details:** Video lesson player. Progress tracking (resume where left off). Playback controls. Mark lesson complete. Next lesson auto-advance option.
---
#### P2-UNI-05
- **Ticket:** Quizzes
- **Description:** Knowledge tests
- **Details:** Quiz component for courses. Multiple choice questions. Immediate feedback on answers. Pass/fail threshold. Retry option on fail. XP awarded on pass.
---
#### P2-UNI-06
- **Ticket:** Certificates Earned
- **Description:** Earned badges/certs
- **Details:** Display earned certificates from completed courses. Shareable certificate images. Add to profile automatically. Employer-visible credentials.
---
## P2.2 - Gamification
### MOBILE STAFF
---
#### P2-GAME-01
- **Ticket:** Leaderboard Screen
- **Description:** Staff ranking
- **Details:** Competitive leaderboard. Rankings by: Total XP, This week, This month. Show: Rank, Name, XP, Badge. User's own rank highlighted. Reference: `prototypes-src/mobile/staff/lib/screens/worker/worker_profile/level_up/leaderboard_screen.dart`
---
#### P2-GAME-02
- **Ticket:** XP System
- **Description:** Experience points
- **Details:** XP earned for activities: Complete shift (+10), 5-star rating (+5), Complete course (+20), Referral (+50). XP visible throughout app. Level thresholds.
---
#### P2-GAME-03
- **Ticket:** Badges
- **Description:** Achievement badges
- **Details:** Unlock badges for accomplishments: First Shift, 10 Shifts, 100 Shifts, Perfect Rating, Course Graduate, etc. Badge gallery in profile. Share badges.
---
#### P2-GAME-04
- **Ticket:** Level Progression
- **Description:** Level progression
- **Details:** Staff levels based on XP: Rookie → Pro → Expert → Master. Level displayed on profile. Higher levels get priority for premium shifts. Level-up celebrations.
---
#### P2-GAME-05
- **Ticket:** Referral Program
- **Description:** Referral program
- **Details:** Refer new staff and earn rewards. Generate referral code/link. Track referrals (signed up, completed first shift). Bonus XP + cash bonus on qualified referral.
---
## P2.3 - Advanced Scheduling
### WEB
---
#### P2-SCHED-01
- **Ticket:** Drag-Drop Scheduler
- **Description:** Drag-and-drop planning
- **Details:** Visual scheduler with drag-drop. Drag staff onto shifts. Drag to reschedule. Visual conflict warnings. Capacity indicators. Reference: `prototypes-src/web/src/features/operations/orders/components/DragDropScheduler.tsx`
---
#### P2-SCHED-02
- **Ticket:** Automation Engine
- **Description:** Automation rules
- **Details:** Create rules for automatic actions. Examples: "Auto-assign preferred staff", "Send reminder 24hrs before shift", "Flag if fill rate <80%". Rule builder interface. Reference: `prototypes-src/web/src/features/operations/orders/components/AutomationEngine.tsx`
---
#### P2-SCHED-03
- **Ticket:** Double-Booking Override
- **Description:** Exception handling
- **Details:** When double-booking detected, allow admin override. Require reason. Documentation trail. Manager approval workflow if needed. Reference: `prototypes-src/web/src/features/operations/orders/components/DoubleBookingOverrideDialog.tsx`
---
#### P2-SCHED-04
- **Ticket:** Cancellation Fee Modal
- **Description:** Cancellation fee management
- **Details:** When order cancelled, calculate applicable fees. Show: Cancellation policy, Fee amount, Reason options. Confirm cancellation with fee acknowledgment. Reference: `prototypes-src/web/src/features/operations/orders/components/CancellationFeeModal.tsx`
---
## P2.4 - Advanced Finance
### WEB
---
#### P2-FIN-01
- **Ticket:** Auto Invoice Generator
- **Description:** Auto invoice generation
- **Details:** Automatically generate invoices on schedule. Configure: Trigger (weekly, after event), Recipients, Format. Review queue before sending. Reference: `prototypes-src/web/src/features/finance/invoices/components/AutoInvoiceGenerator.tsx`
---
#### P2-FIN-02
- **Ticket:** Invoice Export Panel
- **Description:** Multi-format export
- **Details:** Export invoices in multiple formats. Options: PDF, CSV, QuickBooks, Xero integration. Batch export. Email directly from export. Reference: `prototypes-src/web/src/features/finance/invoices/components/InvoiceExportPanel.tsx`
---
#### P2-FIN-03
- **Ticket:** Invoice Quick Actions
- **Description:** Quick actions
- **Details:** Quick action buttons on invoice list. Actions: Send reminder, Mark paid, Download, Void. Bulk actions on selected invoices. Reference: `prototypes-src/web/src/features/finance/invoices/components/InvoiceQuickActions.tsx`
---
## P2.5 - Advanced Analytics
### WEB
---
#### P2-ANAL-01
- **Ticket:** Staffing Cost Report
- **Description:** Staffing cost analysis
- **Details:** Deep dive into labor costs. Breakdown by: Position, Location, Time period, Regular vs OT. Cost trends. Benchmark comparisons. Reference: `prototypes-src/web/src/features/analytics/reports/reportTypes/StaffingCostReport.tsx`
---
#### P2-ANAL-02
- **Ticket:** Staff Performance Report
- **Description:** Individual performance
- **Details:** Individual staff performance metrics. Ratings over time, Attendance record, Skills utilization, Client feedback. Performance trend analysis. Reference: `prototypes-src/web/src/features/analytics/reports/reportTypes/StaffPerformanceReport.tsx`
---
#### P2-ANAL-03
- **Ticket:** Operational Efficiency
- **Description:** Operational efficiency
- **Details:** Efficiency metrics dashboard. Fill rate, Time to fill, Utilization rate, Cost per hire. Benchmark against targets. Improvement recommendations. Reference: `prototypes-src/web/src/features/analytics/reports/reportTypes/OperationalEfficiencyReport.tsx`
---
#### P2-ANAL-04
- **Ticket:** Report Template Library
- **Description:** Template library
- **Details:** Pre-built report templates. Categories: Financial, Operations, HR, Compliance. Customize templates. Save custom templates. Reference: `prototypes-src/web/src/features/analytics/reports/reportTypes/ReportTemplateLibrary.tsx`
---
#### P2-ANAL-05
- **Ticket:** Scheduled Reports
- **Description:** Scheduled reports
- **Details:** Schedule reports to run automatically. Configure: Report type, Frequency, Recipients, Format. View scheduled reports list. Pause/resume. Reference: `prototypes-src/web/src/features/analytics/reports/reportTypes/ScheduledReports.tsx`
---
#### P2-ANAL-06
- **Ticket:** Report PDF Preview
- **Description:** PDF preview
- **Details:** Preview report as PDF before export. WYSIWYG preview. Page layout options. Branding customization. Reference: `prototypes-src/web/src/features/analytics/reports/components/ReportPDFPreview.tsx`
---
#### P2-ANAL-07
- **Ticket:** Report Insights Banner
- **Description:** Automatic insights
- **Details:** AI-generated insights banner on reports. Highlights: Key findings, Anomalies, Trends, Recommendations. Dismissable. Reference: `prototypes-src/web/src/features/analytics/reports/components/ReportInsightsBanner.tsx`
---
## P2.6 - Advanced Client Features
### WEB
---
#### P2-CLI-01
- **Ticket:** Client Loyalty Card
- **Description:** Loyalty program
- **Details:** Client loyalty/rewards program. Points for orders, Tier levels, Perks (priority booking, discounts). Dashboard widget showing status. Reference: `prototypes-src/web/src/features/overview/dashboard/components/ClientLoyaltyCard.tsx`
---
#### P2-CLI-02
- **Ticket:** Client Vendor Preferences
- **Description:** Vendor preferences
- **Details:** Client can set vendor preferences. Preferred vendors list, Blocked vendors, Default vendor for positions. Used in smart assignment. Reference: `prototypes-src/web/src/features/marketplace/components/ClientVendorPreferences.tsx`
---
#### P2-CLI-03
- **Ticket:** Dashboard Customizer
- **Description:** Dashboard customization
- **Details:** Customize dashboard layout. Add/remove widgets, Rearrange order, Resize widgets. Save custom layout. Reset to default option. Reference: `prototypes-src/web/src/features/overview/dashboard/components/DashboardCustomizer.tsx`
---
# Summary
| Priority | Tickets | Goal |
|----------|---------|------|
| **P0** | 52 | End-to-end MVP |
| **P1** | 38 | Differentiating features |
| **P2** | 28 | Full prototype vision |
| **TOTAL** | **118** | |
---
**Document Created:** January 2026
**Source:** Analysis of `internal/launchpad/prototypes-src/`
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