agile-idea

Introduction

The agile-idea project is designed to manage clients from the initial lead stage through to project completion. This document outlines the system requirements for the agile-idea project, which is being developed by Ethical Edge Solutions, a tech software company based in Australia.

System Overview

The agile-idea system will streamline the client management process by integrating with the existing GoHighLevel (GHL) platform. This integration will facilitate seamless transitions from lead acquisition to project completion, enhancing efficiency and client satisfaction.

Functional Requirements

• As a Sales Representative, I should be able to capture new leads into the system.
• As a Sales Representative, I should be able to track the status of each lead.
• As a Project Manager, I should be able to convert leads into active projects.
• As a Project Manager, I should be able to assign team members to projects.
• As a Project Manager, I should be able to monitor project progress and update statuses.
• As a Client, I should be able to view the progress of my project.
• As a System Administrator, I should be able to manage user roles and permissions.
• As a System Administrator, I should be able to integrate the system with GoHighLevel (GHL) for seamless data flow.

User Personas

• Sales Representative: Responsible for capturing and managing leads.
• Project Manager: Oversees project conversion, assignment, and progress tracking.
• Client: Engages with the system to view project progress.
• System Administrator: Manages user roles, permissions, and system integrations.

Core User Flows

• Sales Representative captures a new lead -> Lead is tracked in the system -> Lead is converted to a project.
• Project Manager assigns team members -> Monitors project progress -> Updates project status.
• Client logs in -> Views project progress.
• System Administrator configures user roles -> Integrates with GoHighLevel (GHL).

Visuals Colors and Theme

• primary: #1E3A8A (Deep Blue)
• primary_light: #3B82F6 (Light Blue)
• secondary: #F97316 (Vibrant Orange)
• accent: #10B981 (Emerald Green)
• highlight: #F59E0B (Amber)
• bg: #F3F4F6 (Light Gray)
• surface: rgba(255, 255, 255, 0.8) (White)
• text: #111827 (Dark Gray)
• text_muted: #6B7280 (Muted Gray)
• border: rgba(209, 213, 219, 0.2) (Light Gray)

Signature Design Concept

The homepage of the agile-idea project will feature an interactive 3D floating island concept. Each section of the website will be represented as a building on this island, allowing users to "fly" between sections. This will be achieved using @react-three/fiber and @react-three/drei for the 3D environment. Users can click on buildings to explore different sections, and hovering over elements will reveal additional information through smooth animations.

Interaction Model & Motion Direction

The landing page will utilize a "parallax" interaction model to create a sense of depth and engagement. Decorative layers will move at different speeds as users scroll, while the main content remains in the natural flow. This approach will provide a visually rich first impression, ideal for a tech-focused project like agile-idea.

Non-Functional Requirements

• The system must ensure data security and privacy in compliance with Australian regulations.
• The system should support high availability and scalability to accommodate growing user numbers.
• The system must provide a responsive design for optimal use on various devices.

Tech Stack

• Frontend: React for Web
• Backend: Python, FastAPI
• Database: MySQL or MariaDB
• Integration: GoHighLevel (GHL)

Assumptions and Constraints

• The system will integrate with GoHighLevel (GHL) as the current platform.
• The system will be developed with scalability in mind to support future growth.
• The system will adhere to Australian data protection laws.

Glossary

• GHL: GoHighLevel, a platform for managing client relationships.
• Lead: A potential client or project opportunity.
• Project: An active engagement with a client, converted from a lead.