Technical Feature roadmap planning

INTENT:

Support a process of decision-making and prioritisation as to features which will be 'layered on' to the pilot app (considered as 'stepping stones'), before we get to the 'road bump' of MVP launch.
The resulting process should not have negative impact on MVP delivery.

Features

NB: these are the 'shiny object' features - mundane but crucial features will need to be layered in to the roadmap at the next stage of this process.
Elements of the MVP Service Design which are not services by features labelled MVP here will need to be delivered 'manually'.
*Items with an *MVP: prefix are considered necessary for the MVP launch.
Numbers on items indicate a priority order for features to be 'layered on' to the Pilot app before MVP.
Bulleted items indicate features not considered for layering in to the Pilot app before MVP.
NB: next version of this to consider 'swim lanes' : Client, Admin, Server, Data, Testing, Service Security and Assurance.

• CLIENT USER FEATURES

  1. MVP: Client user data quality workflow
     • SP4: client visibility of Xero data provided(from date of connection onward): Table of invoice entries
     • SP4: client visibility of documents uploaded
     • check/improve data quality
  2. MVP: Client user dashboard
     • SP4: submitted data visualisation / stats
     • clearing results (past, last & current potential)
  3. MVP: Client user Invoice management (CTD)
     • select invoices to be submitted to clearing run
  4. MVP: Client user Notifications
     • MVP: Clearing run imminent - check your data
     • MVP: New clearing results available
     • Counterparty notification
  5. Additional Accounting integrations (CTD)
     • ? Can Xero deliver a listing of businesses with addresses and payment terms?
     • SP4: Other systems? (quickbooks firstly)
  • MVP: Clearing run reporting (CTD)
    • MVP: Full results mailout
    • MVP: Bookkeeping instructions (clearing results)
    • Automated bookkeeping adjustments
  • OTM functionality (pin on map)
  • ITL functionality (trading relationships)
  • SP4: Hubspot integration: support tickets

• LLM FEATURES

  1. SP5 candidate: MVP: Organisation reconciliation
     • ability to link user to organisation record
     • basis for invoice data
     • ability to add extra organisation info
  2. SP4: MVP: Invoice management for admins
     • Admin user dashboard
       • ability to remove invoices
       • ability to edit invoices
  3. MVP: AI invoice parsing

  ​​​​​​- [migrated from Pilot User app] Through Promis, data stored in Promis with reference to user
  ​​​​​​           > [name=tfwoodroof]: apply filters to which data gets shared from Xero?
  ​​​​​​           > 
  ​​​​​​- Collecting received invoices feasible within a month of request to Neil.
  ​​​​​​           > 
  

  5. MVP: Clearing run functionality
  6. Hubspot integrations: Client funnel (volume considerations will be important here)
  7. Client Sandbox
  • MVP: Payment flow & gateways/invoicing function (marketing considerations apply here and could indicate addition to the layering roadmap?)
  • MVP: Full-fat sign-up
  • MVP: Admin run management (dates, closing run etc.)
  • MVP: Directory
  • MVP: Admin Dashboard upgrade
  • Reporting

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## Releases

### Pilot (v1.00)
#### Story
As a user I can directly upload files to LLM, which should be more convenient than emailing data.
As a user I can create a connection to Xero for automatic transfer, which is the most convenient data collection method we have.
As a user I can build confidence in LLM as a reliable service, from being able to interact with the Pilot through app, rather than through emails.
As an admin I can download invoice data directly from the app.
As an admin I no longer needd to manually create user specific mailboxes, as these are automatically created on user registration.
#### Feature set
##### Client user features
* Promis connection
* Automatic mailbox creation
##### Admin user features
* File download
* Promis data download


### v1.10
#### Story
As a user I can see the invoice data collected, through my Promis connection within the app, and have confidence the correct data has been transmitted succesfully.
As a user I can see the names of all the files I have uploaded, and have confidence that I have uploaded all the files I want to for this clearing run.
As an admin I can edit Promis invoice data directly within the app.
As an admin I can remove Promis invoice data directly within the app.
#### Feature set
##### Client user features
-  MVP: Client user data quality workflow
    - SP4: client visibility of Xero data provided(from date of connection onward): Table of invoice entries
    - SP4: client visibility of documents uploaded 
    - check/improve data quality
- MVP: Client user dashboard
    - SP4: submitted data visualisation / stats 
- SP4: Hubspot integration: support tickets
##### Admin user features
- SP4: MVP: Invoice management for admins
    - Admin user dashboard 
        - ability to remove invoices
        - ability to edit invoices

### v1.2
#### Story
As a user I can have more confidence my supplied invoice data has been understood correctly.
As an admin I can use invoice data more quickly, as obligation data will already be linked to organisation entities.
#### Feature set
- SP5 candidate: MVP: Organisation reconciliation
    - ability to link user to organisation record
    - basis for invoice data
    - ability to add extra organisation info

### MVP (v?)
#### Story
As a user I can see the invoice data collected, through my Promis connection, within the app.
As a user I can see the names of all the files I have uploaded.
As an admin I can download invoice data directly from the app.
#### Feature set
???