216 lines
4.8 KiB
Markdown
216 lines
4.8 KiB
Markdown
# Productization Roadmap
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## Goal
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Turn the current TUBCO-specific onboarding/offboarding portal into a reusable company portal product while preserving the current TUBCO deployment as a stable customer-specific baseline.
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Current branch roles:
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- `main`: current TUBCO-oriented working baseline
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- `product_company_portal_foundation`: generic product-development branch
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## Core Product Principles
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1. Do not build "TUBCO with exceptions".
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2. Separate platform core from company configuration.
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3. Start as single-tenant configurable, not full multi-tenant.
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4. Make branding and document identity admin-managed, not code-managed.
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5. Add new business apps only after the core platform layer is standardized.
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## Product Layers
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### 1. Platform Core
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Reusable across all customer deployments:
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- authentication
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- roles and permissions
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- page shell and navigation
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- audit log
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- backup and recovery
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- integrations framework
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- translations
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- document engine
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- app registry
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### 2. Company Configuration
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Per deployment / per company:
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- portal title
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- company display name
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- logos
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- favicon
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- brand colors
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- support/contact email
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- legal text
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- default language
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- PDF letterhead
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- email sender labels
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- notification routing defaults
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### 3. Business Apps
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Examples:
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- onboarding / offboarding
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- welcome emails
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- asset return
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- approvals
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- leave / request flows
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- checklists
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- document workflows
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## Delivery Strategy
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### Phase 0. Freeze Current Customer Baseline
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Status: completed
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Purpose:
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- keep the current TUBCO state stable
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- allow future customer-specific fixes without mixing them with productization work
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Snapshot commit:
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- `08971ab` `snapshot: preserve current tubco portal baseline`
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### Phase 1. Product Core Standardization
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Status: next
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Purpose:
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- remove hardcoded company identity from the platform surface
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- introduce config-driven branding and document identity
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Deliverables:
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1. `PortalBranding` or `TenantConfig` model
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- portal title
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- company name
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- logo
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- favicon
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- primary / secondary colors
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- support email
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- default language
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- PDF letterhead file
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- legal / imprint / privacy text
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2. Branding management UI
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- super-admin/admin controlled
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- editable from frontend
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3. Shared context layer
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- inject branding into templates
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- replace hardcoded TUBCO title/logo references
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4. Tenant-aware document identity
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- letterhead path from config
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- company display name from config
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- footer/legal text from config
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5. Documentation updates
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- product setup flow
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- branding flow
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- PDF/letterhead override behavior
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### Phase 2. App Registry and Navigation
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Purpose:
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- stop hardcoding app cards and app visibility in the homepage template
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Deliverables:
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- app registry model or registry config
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- title / subtitle / icon / route / required capability / enabled flag
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- homepage and navigation driven by registry data
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- ability to enable/disable apps per deployment
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### Phase 3. Trial Mode Lifecycle
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Purpose:
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- allow limited-time test environments for demos and sales
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Deliverables:
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- trial flag
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- `trial_expires_at`
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- trial banner
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- safe default integrations behavior
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- cleanup command / scheduled deletion
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- DB/media cleanup policy
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### Phase 4. New Business Apps
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Only start after phases 1-3 are stable.
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Candidate apps:
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- asset management
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- leave / absence requests
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- approval workflows
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- internal purchase requests
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- visitor onboarding
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- contractor onboarding
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- policy acknowledgements
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## Recommended Deployment Model
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Initial product model:
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- single-tenant configurable deployment
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- one company per deployment
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- shared codebase
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- company identity controlled through admin-managed config
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Do not start with:
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- true multi-tenant shared-data SaaS
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Reason:
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- tenant isolation affects auth, media, PDFs, routing, backups, audit, and cleanup
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- it is much more complex than the current product stage requires
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## What Must Be Removed From Hardcoded Product Core
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Examples already identified:
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- `TUBCO Onboarding & Offboarding Portal`
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- logo asset references
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- invitation email wording mentioning TUBCO
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- welcome-email defaults mentioning TUB/CO
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- fixed letterhead file assumptions
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These should move into configuration progressively, not all at once in one risky rewrite.
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## Immediate Next Slice
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Implement first:
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1. `PortalBranding` model
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2. branding management page
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3. shared branding context processor
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4. replace header/logo/title references on:
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- home
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- shared header
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- login/auth pages
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5. make PDF letterhead configurable
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This is the first productization slice because it gives:
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- generic portal identity
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- customer-specific configurability
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- a cleaner base for every future app
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## Guardrails
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- keep current TUBCO defaults as the initial values
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- keep migrations backward-compatible
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- update both wiki and developer handbook for every architecture change
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- snapshot at the end of each major phase
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