Multi-Workflow System — Product Requirements

Overview

• Objective: Ship a demoable web app that unifies Estimates, Contracts, and a Copilot assisting both workflows within 10 minutes of local setup.
• Success Metrics
  • Complete six-stage Estimates workflow with validations and history.
  • Contracts workflow covering policy setup, agreement creation, review, versioning, and estimate validation.
  • Copilot supports ≥6 contextual actions plus cross-workflow orchestration (e.g., draft MSA/SOW from estimate).
  • Tests exist for ≥3 key server functions; project is fully dockerized and document-complete per RULES.md.

Functional Requirements

Dashboard

• Two cards (Estimates, Contracts) showing count + last updated timestamp.
• Each card links to its workflow list page.

Estimates Workflow

1. Projects List
   • Filters by stage; each project shows name, current stage pill, last updated, owner.
2. Project Detail
   • Stage stepper across six stages with completion state.
   • Current stage panel honoring entry criteria, editable content, approval controls.
   • Timeline showing transitions with timestamp, actor, notes.
3. Stages & Gates
   • Artifacts: create project, upload ≥2 artifacts before advancing.
   • Business Case: LLM-generated summary editable via agent; require approval.
   • Requirements: LLM-generated requirements; validation gate.
   • Solution/Architecture: manual/LLM content, approval required.
   • Effort Estimate: LLM WBS with tasks, roles, hours, assumptions; approvals logged.
   • Quote: rate application, payment terms, timeline, CSV export or copy; mark delivered.
4. Copilot Hooks
   • Examples: increase backend hours 10%, add QA line item, fetch project total.

Contracts Workflow

1. Policy Management
   • CRUD for policy rules and example agreements (MSA, SOW, NDA, etc.).
2. Agreements List
   • Shows type, counterparty, current version number, linked estimate indicator.
3. Agreement Detail
   • Display active text, version selector/timeline, linked estimate info.
4. Agreement Creation
   • Choose type + counterparty; system feeds policy + exemplars to LLM; saved as v1.
5. Review Client Draft
   • Upload/paste draft; run policy-based review returning proposals with before/after text plus rationale.
   • Accept/reject proposals; accepted ones apply to produce new version.
6. Estimate Validation
   • Link SOW to estimate; validate against WBS + quote to highlight discrepancies.
7. Review Screen
   • Side-by-side view; optional redline enhancement considered bonus.
8. Copilot Hooks
   • Examples: summarize pushbacks, add notes, apply payment-term proposals, create new versions.

Copilot (Global)

• Right-side panel aware of current entity (project/agreement).
• Executes stage-specific actions, updates UI state live.
• Cross-workflow actions (e.g., create MSA & SOW using estimate artifacts).
• Error handling surfaced inline with remediation hints.

Document & Ops Deliverables

• README.md: run instructions (incl. Docker + ≤10 min local), seeding steps.
• AI_ARTIFACTS.md: prompt logs, refinements, tool usage, fixups, IDE note.
• APPROACH.md: AI tools used, prompt strategy, biggest pivot, future work.
• TESTING.md: how to run tests, detail ≥3 server test cases.
• .env.example: placeholder keys (OpenAI, Anthropic, etc.).
• Loom demo ≤15 min covering workflows + complex AI prompt.

Non-Functional Requirements

• Persistence via Supabase (PostgreSQL + storage) with seed data for demos.
• Dockerized services with ≤10 minute local setup.
• Automated tests covering ≥3 key server functions (proposal application, copilot action execution, estimate generation logic).

Key User Flows

%% High contrast styling
flowchart LR
    classDef primary fill:#0B1F3A,color:#F5F5F5,stroke:#00D1FF,stroke-width:2px;
    classDef accent fill:#14A38B,color:#0B1F3A,stroke:#F5F5F5,stroke-width:2px;

    A[Create Project + Artifacts] --> B[Business Case (LLM + Approve)]
    B --> C[Requirements (LLM + Validate)]
    C --> D[Solution/Architecture]
    D --> E[Effort Estimate (LLM WBS)]
    E --> F[Quote & Export]
    F -->|Link| G[Contracts Workflow]
    G --> H[Policy Setup]
    H --> I[Generate MSA/SOW]
    I --> J[Review Client Draft]
    J --> K[Apply Changes + Version Timeline]
    K --> L[Validate vs Estimate]

    class A,B,C,D,E,F,G,H,I,J,K,L primary
    class G,H,I,J,K,L accent

Optional Bonuses

• Redline/diff preview (+5 points)
• DOCX/PDF export or signature mock (+5 points)