System Requirements Document for heroic-expert

1. Introduction

Heroic-expert is a production-ready Micro SaaS designed to streamline form-building processes for professional services, specifically targeting small CPA firms, legal practices, and consulting agencies. The platform aims to reduce manual data entry and calculation errors by providing a smart form builder with complex calculation engines, conditional logic, and pre-built templates. The product is designed to be user-friendly, efficient, and visually appealing, drawing inspiration from modern design aesthetics similar to Linear, Notion, and Vercel.

2. System Overview

Heroic-expert is a SaaS platform that offers a smart form builder tailored for professional services. It provides features such as complex calculation engines, conditional logic, and pre-built templates for accounting and legal workflows. The platform supports user authentication via Google and Email login, subscription management through Stripe, and offers a responsive design with dark mode support. The system is designed to be intuitive and efficient, with a focus on reducing errors and manual workload for professional service firms.

2a. Product Interpretation and Delivery Boundary

Heroic-expert is delivered as a fully managed SaaS platform with application-owned identity for user authentication and role-based access control. The product includes a comprehensive set of features such as a dashboard, form builder, templates, analytics, and billing management. The platform is designed to be responsive and supports dark mode, ensuring accessibility and usability across devices. The initial target market is small CPA firms, with potential expansion to other professional service segments.

2b. Source Content Inventory

Not applicable as no explicit content_source directive was provided.

2c. Page Content and Component Coverage

Landing

• Purpose: Public entry surface explaining the smart form builder and its core value.
• Components:
  • Hero section with product overview and key benefits.
  • Call-to-action buttons for signup and login.
  • Information about pricing and features.
  • Testimonials and client logos.

Login

• Purpose: Identity access surface for user authentication.
• Components:
  • Google and Email login options.
  • Password reset functionality.
  • New user registration link.

Dashboard

• Purpose: Central hub for workflow and usage information.
• Components:
  • Overview of recent activity and form submissions.
  • Quick access to form builder and templates.
  • Usage statistics and analytics.

Forms

• Purpose: Management destination for durable forms.
• Components:
  • List of existing forms with search and filter options.
  • Options to create, edit, and delete forms.
  • Form status indicators.

Form Builder

• Purpose: Workspace for creating and configuring forms.
• Components:
  • Drag-and-drop interface for adding fields.
  • Configuration options for calculations and conditional logic.
  • Preview and test functionality.

Templates

• Purpose: Selection destination for pre-built templates.
• Components:
  • Browse and search functionality for templates.
  • Template preview and selection.
  • Options to customize and use templates.

Form Fill

• Purpose: Data-entry destination for using configured forms.
• Components:
  • Form interface for data entry.
  • Validation and error feedback.
  • Submission and save options.

Documents

• Purpose: Destination for generating and revisiting PDF documents.
• Components:
  • List of generated documents with download options.
  • Document status and history.
  • PDF generation settings.

Analytics

• Purpose: Usage and workflow analytics destination.
• Components:
  • Visualizations of form usage and performance.
  • Export options for analytics data.
  • Customizable reporting.

Settings

• Purpose: Account and product settings management.
• Components:
  • User profile and account settings.
  • Notification preferences.
  • Security and privacy settings.

Pricing page

• Purpose: Information about subscription plans.
• Components:
  • Details of available plans and pricing.
  • Comparison of features across plans.
  • Call-to-action for subscription.

Billing page

• Purpose: Stripe subscription management.
• Components:
  • Current subscription details.
  • Billing history and invoices.
  • Options to upgrade or cancel subscription.

Admin dashboard

• Purpose: Platform management for administrators.
• Components:
  • User management and role assignment.
  • System settings and configurations.
  • Audit logs and activity tracking.

3. Functional Requirements

• As a Firm Administrator, I should be able to manage form workflows, subscriptions, settings, and firm-level usage. (explicit)
• As a Form Builder, I should be able to create and configure smart forms with complex calculations and conditional logic. (required_inference)
• As a Form Operator, I should be able to complete and use configured forms for client-facing workflows. (required_inference)
• As a Platform Administrator, I should be able to manage the platform and its users. (explicit)
• As a user, I should be able to authenticate using Google or Email login. (explicit)
• As a user, I should be able to manage my subscription through Stripe. (explicit)
• As a user, I should be able to access a responsive design with dark mode support. (explicit)
• As a user, I should be able to generate PDFs from form data. (required_inference)
• As a user, I should receive error handling and loading feedback across interactions. (required_inference)

4. User Personas

• Firm Administrator: Manages form workflows, subscriptions, settings, and firm-level usage.
• Form Builder: Creates and configures smart forms with complex calculations and conditional logic.
• Form Operator: Completes and uses configured forms for client-facing workflows.
• Platform Administrator: Manages the platform and its users.

5. Core User Flows

Firm Administrator

1. Login: Access the platform using Google or Email login.
2. Dashboard: View firm-level usage and recent activity.
3. Settings: Manage account settings and subscription details.
4. Analytics: Access usage statistics and export reports.

Form Builder

1. Login: Authenticate using Google or Email login.
2. Forms: Browse existing forms and create new ones.
3. Form Builder: Configure fields, calculations, and logic.
4. Templates: Select and customize pre-built templates.

Form Operator

1. Login: Authenticate using Google or Email login.
2. Form Fill: Access and complete assigned forms.
3. Documents: Generate and download client-facing PDFs.

Platform Administrator

1. Login: Authenticate using Google or Email login.
2. Admin Dashboard: Manage users and system settings.
3. Audit Logs: Review activity and system changes.

6. Visuals Colors and Theme

• Muse: Erik Spiekermann
• Palette (light mode):
  • Background: #F6F3EE
  • Surface: #FFFFFF
  • Text: #333333
  • Primary: #FF3B30
  • Accent: #FFD700
  • Muted: #CCCCCC
• Typography:
  • Headings: Fira Sans — Bold
  • Body: Source Sans Pro
  • Scale: 1.333 modular (48/32/24/18/16)
• Shape Language: Clear columns, generous margins, iconography with type
• Layout: Grid-based with strong typographic hierarchy

7. Signature Design Concept

The landing page will feature a full-bleed editorial hero with structured typographic elements in Fira Sans. The design will incorporate schematic maps and icons with primary red callouts on a warm neutral background. The layout will emphasize a strong typographic hierarchy and clarity, avoiding playful or overly minimalistic aesthetics.

8. Interaction Model & Motion Direction

• Interaction Model: Static
• Motion Tempo: Restrained
• Hero Dimensionality: Flat
• Landing Hero Motion Brief: The hero section will feature a composed layout with structured typography and schematic maps. The primary red will be used for callouts, ensuring clarity and focus.

9. Non-Functional Requirements

• Performance: The platform should load quickly and handle multiple concurrent users efficiently.
• Security: Ensure data protection and secure authentication processes.
• Scalability: The system should support growth in user base and data volume.
• Usability: The interface should be intuitive and accessible, with support for responsive design and dark mode.

10. Tech Stack

• Frontend: React
• Backend: Python/FastAPI
• Database: PostgreSQL
• Authentication: OAuth (Google), Email/Password
• Payments: Stripe
• Deployment: Docker, Kubernetes

11. Assumptions and Constraints

• The initial target market is small CPA firms with 5-20 clients weekly.
• The platform must support both Google and Email login methods.
• Stripe will be used for subscription management.
• The design must align with the modern aesthetics of Linear, Notion, or Vercel.

12. Glossary

• Form Builder: A tool for creating and configuring forms with complex logic.
• Form Operator: A user who completes and submits forms.
• Firm Administrator: A user responsible for managing firm-level settings and workflows.
• Platform Administrator: A user responsible for managing the overall platform and its users.