75 lines
4.8 KiB
Markdown
75 lines
4.8 KiB
Markdown
# Product Requirements Document (PRD)
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## SOP Governance Tool — Stage 1 (Single-Tenant)
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**Version:** 1.0 · **Scope:** Stage 1 of the Solo-Founder Roadmap · **Parent docs:** BRD v1.1, Solo-Founder Roadmap
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---
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## 1. Purpose
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A web application for ONE company (the founder's own 3PL warehouse) that replaces the manual Stage-0 concierge workflow: create governed SOPs with AI assistance, approve them, distribute them to staff in their language, and collect signed acknowledgements with an audit trail.
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This is a learning-and-validation build. It must be simple enough for a beginner developer (working with Claude Code) to build in 3–4 months at 10–15 hrs/week, while laying foundations (org_id everywhere, RLS) that make the Stage-2 SaaS an evolution rather than a rewrite.
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## 2. Problem Statement
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Today (Stage 0), the founder delivers SOP governance manually: AI chat for drafting, Word templates, WhatsApp for distribution, screenshots + a Google Sheet for acknowledgement records. It works and earns money, but it doesn't scale past ~3 clients and consumes founder hours on clerical work.
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## 3. Goals & Non-Goals
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### Goals
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1. Replace the manual workflow for the founder's own warehouse (tenant #1).
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2. SOP lifecycle: Draft → Submitted → Approved → Published, with version history.
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3. Staff view SOPs on their phones in their language (EN / BM / 中文) and acknowledge with one tap.
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4. Dashboard showing acknowledgement % per SOP and per department.
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5. AI assistance: draft an SOP from a description; translate an approved SOP.
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6. Every governance action recorded in an audit log.
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7. Staff can report operational incidents (problem + severity + photo, optionally linked to an SOP); approver/admin review and close them, feeding SOP revisions.
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### Non-Goals (explicitly out — do not build)
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- Multi-tenancy UI, billing, subscriptions, self-serve signup
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- WhatsApp Business API integration (Stage 1.5 — staff access via a link for now)
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- Checklists, evidence capture, training/quizzes, RACI, flow diagrams
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- Incident escalation chains, SLA timers, incident alerts (the incident log is capture-and-review only)
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- Custom roles, SSO, configurable approval chains (fixed 1-level approval only)
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- Native mobile app (mobile-first web only)
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- DOCX/PDF import (paste text instead)
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## 4. Users & Roles (fixed set)
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| Role | Who | Can do |
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|---|---|---|
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| **Admin** | The founder | Everything: manage users/departments, edit/approve/publish any SOP, view dashboard & audit log |
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| **Approver** | Ops manager / dept head | Approve or reject submitted SOPs in their scope; view dashboard |
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| **Editor** | Supervisors | Create/edit drafts, submit for approval, use AI draft/translate |
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| **Staff** | Frontline workers | View published SOPs assigned to them (own language), acknowledge |
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One user has exactly one role (keep it simple). Admin can change a user's role.
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## 5. Core User Stories
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1. As an **Editor**, I describe a process in plain language and get an AI-drafted SOP I can edit, so drafting takes minutes not days.
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2. As an **Editor**, I submit a draft; the **Approver** gets it in their queue and approves or rejects with a comment.
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3. As an **Admin**, publishing an approved SOP creates version 1.0 (or increments), assigns it to selected departments, and freezes that version's content.
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4. As a **Staff** member, I open a link on my phone, see the SOP in my preferred language with large readable steps, and tap "I have read and agree" — recording my name, the version, language, and timestamp.
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5. As an **Admin**, I see per-SOP and per-department acknowledgement % and can export the acknowledgement list.
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6. As an **Approver**, I can view any prior version of an SOP and who approved it.
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7. As a **Staff** member, when something goes wrong on the floor, I report it from my phone in under a minute — with a photo — and the **Admin** sees which SOPs keep generating problems and revises them.
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## 6. Success Metrics (Definition of Done for Stage 1)
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- Founder's warehouse runs on it: ≥ 20 published SOPs, ≥ 80% staff acknowledgement.
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- An SOP goes from idea → published in under 1 hour including approval.
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- Zero manual screenshot/Sheet work remains for tenant #1.
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- A non-technical Approver and a Staff member can use it with no training beyond one WhatsApp message.
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- Audit log answers: who created, edited, approved, published, acknowledged — with timestamps.
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## 7. Constraints & Principles
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- **Stack is fixed:** Next.js (App Router) + Supabase + Vercel + Anthropic API. No substitutions.
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- **Beginner-maintainable:** prefer boring, well-documented patterns over clever ones.
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- **org_id on every table** from day one, with RLS. Single-tenant today, SaaS-ready tomorrow.
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- **AI is server-side only.** No API keys in the browser. AI never auto-publishes.
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- **Mobile-first for Staff screens;** desktop-first for Admin/Editor screens.
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- **English UI** for admin screens; SOP *content* is multilingual (EN/BM/ZH).
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