System Requirements Document for sharp-client

1. Introduction

The sharp-client is a Client Report Generator designed for agencies. It automatically aggregates data from Google Analytics, ad networks, and social platforms into a unified dashboard. This product is intended to streamline the reporting process for agencies by providing a centralized view of cross-platform performance data.

2. System Overview

The sharp-client is delivered as a web application with a focus on functional clarity, inspired by Dieter Rams' design principles. It provides agency users with a unified dashboard to view aggregated data from various digital marketing platforms. The application supports self-service enrollment and requires identity verification for accessing protected features. The system includes backend integration for durable source connections and data aggregation.

2a. Product Interpretation and Delivery Boundary

The sharp-client is an internal tool for agencies, focusing on aggregating data from Google Analytics, ad networks, and social platforms. It includes a public entry surface for initial user engagement and protected areas for data management and reporting. The application requires user authentication for accessing sensitive data and configuration settings. The design emphasizes clarity and efficiency, with a strict modular grid layout and a restrained motion tempo.

2b. Source Content Inventory

Not applicable as there is no explicit content_source directive.

2c. Page Content and Component Coverage

Landing

• Purpose: Introduce the agency reporting product, its intended users, and the benefits of unified cross-platform reporting.
• Components:
  • Overview of the product and its capabilities.
  • Call-to-action for signing up or logging in.
  • Diagrammatic line art illustrating data aggregation.

Login

• Purpose: Allow returning users to verify their identity.
• Components:
  • Username and password fields.
  • "Forgot password?" link.
  • Login button with instant feedback on success or failure.

Sign Up

• Purpose: Enable new users to create an account.
• Components:
  • Form fields for user information (e.g., name, email, password).
  • Sign-up button with immediate validation feedback.
  • Link to login page for existing users.

Dashboard

• Purpose: Display aggregated data from connected sources.
• Components:
  • Data visualization panels with key metrics.
  • Filters for customizing data views.
  • Export options for reports.
  • Signal colour highlights for important data points.

Connections

• Purpose: Manage connections to data sources.
• Components:
  • List of connected platforms (Google Analytics, ad networks, social platforms).
  • Options to add or remove connections.
  • Status indicators for each connection.

3. Functional Requirements

• As an Agency Reporting User, I should be able to automatically aggregate data from Google Analytics, ad networks, and social platforms into a unified dashboard. (Provenance: explicit)
• As an Agency Reporting User, I should be able to view the aggregated data in a unified dashboard. (Provenance: explicit)
• As an Agency Reporting User, I should be able to sign up for the service through a self-service enrollment process. (Provenance: required_inference)
• As an Agency Reporting User, I should be able to log in to verify my identity before accessing protected features. (Provenance: required_inference)
• As an Agency Reporting User, I should be able to manage connections to data sources within a protected workspace. (Provenance: required_inference)

4. User Personas

Agency Reporting User

• Product Context: Uses the sharp-client to aggregate and analyze data from multiple digital marketing platforms.
• Primary Goal: To have cross-platform performance information available in one place for agency reporting and analysis.
• Responsibilities:
  • Sign up and log in to the application.
  • Connect and manage data sources.
  • View and analyze aggregated data in the dashboard.
• Interactions:
  • Engages with the dashboard to extract insights.
  • Manages data source connections to ensure accurate reporting.
• Observable Success: Efficiently accesses and utilizes the dashboard for comprehensive reporting.

5. Core User Flows

5.1 Sign Up Flow

1. Starting Context: User visits the Landing page.
2. Action: User clicks on the "Sign Up" button.
3. Page: Sign Up
   • User fills in the required information and submits the form.
4. Result: Account is created, and the user is redirected to the Login page.

5.2 Login Flow

1. Starting Context: User visits the Landing page or is redirected from the Sign Up page.
2. Action: User clicks on the "Login" button.
3. Page: Login
   • User enters credentials and submits the form.
4. Result: Upon successful authentication, the user is redirected to the Dashboard.

5.3 Dashboard Interaction Flow

1. Starting Context: User is logged in and on the Dashboard page.
2. Action: User interacts with data visualization panels.
3. Result: User views aggregated data and applies filters as needed.
4. Continuation: User may choose to export reports or navigate to the Connections page.

5.4 Manage Connections Flow

1. Starting Context: User is logged in and on the Dashboard page.
2. Action: User navigates to the Connections page.
3. Page: Connections
   • User adds or removes data source connections.
4. Result: Connections are updated, and status indicators reflect changes.

6. Visuals Colors and Theme

• Muse: Dieter Rams
• Palette:
  • Background: #f5f5f5
  • Surface: #ffffff
  • Text: #333333
  • Primary: #ff6f00 (signal colour)
  • Accent: #d84315
  • Muted: #9e9e9e
• Typography:
  • Headings: Archivo, Medium weight, uppercase, tight tracking
  • Body: IBM Plex Sans
  • Scale: 1.25 modular, 48/32/24/16/14
• Shape Language: Rounded-rectangle controls and aligned label/value pairs
• Layout: Strict modular grid

7. Signature Design Concept

The Landing page features a full-width hero data visualization that demonstrates the unified dashboard capabilities. The design uses the primary orange signal colour to highlight key data points against a muted background, ensuring clarity and focus on the data.

8. Interaction Model & Motion Direction

• Interaction Model: Static
• Motion Tempo: Restrained
• Hero Dimensionality: Flat
• Landing Hero Motion Brief: The hero features an oversized data visualization with instant, mechanical feedback. The visualization transforms based on user interaction, highlighting key data points with the primary orange signal colour. In reduced-motion settings, the visualization remains static with clear, diagrammatic line art.

9. Non-Functional Requirements

• The system must ensure data privacy and security for all user interactions and data storage. (Provenance: required_inference)
• The application should provide instant feedback for user actions to enhance usability. (Provenance: required_inference)

10. Tech Stack

• Frontend: React
• Backend: Python/FastAPI
• Storage: Appropriate storage solutions for data aggregation
• Deployment: Docker/docker-compose

11. Assumptions and Constraints

• The product is limited to aggregating data from Google Analytics, ad networks, and social platforms.
• The application is intended for agency use, focusing on providing a unified reporting dashboard.

12. Glossary

• Agency Reporting User: A user from an agency who uses the sharp-client to aggregate and analyze data.
• Dashboard: The interface where aggregated data is displayed for analysis.
• Connections: The feature that allows users to manage data source integrations.