Project Scope
All modules and components included in delivery
Development Timeline
Phase-by-phase breakdown with deliverables
π₯ Backend (NestJS)
- NestJS + TypeScript project setup
- PostgreSQL + Prisma ORM β full DB schema for all APIs
- Redis (queue + cache) integration
- API gateway & module structure
- JWT & OAuth (Google/Facebook)
- 2FA (TOTP) & backup codes
- WebSocket notifications
π Frontend (Web)
- React + TypeScript init
- Tailwind or SCSS setup
- Redux Toolkit + React Query
- Login/Signup UI + validation
- Workspace switcher
- Dashboard shell & real-time notifications
β‘ High Performance Worker
Go for heavy calculations & AI processing
- Go service repo (heavy calc & AI)
- API contract with NestJS (REST/gRPC)
- Queue consumer (Redis) skeleton
β Cloud & DevOps
When server ready for demo:
- AWS account & IAM setup
- Docker & container registry
- CI/CD (e.g. GitHub Actions)
- Dev/staging environment wiring
π΅ Invoicing
- Invoice CRUD + templates
- PDF generation service
- Email delivery (SendGrid)
- Recurring invoices
- Status tracking
π§Ύ Expenses
- Receipt upload (S3)
- OCR processing
- Category management
- Expense dashboard
π³ Payroll & Banking
- Tax calculation engine
- MTD integration
- Payslip generation
- Bank CSV import
- Reconciliation engine
- Stripe subscriptions
π€ Contacts
- Contact models (individual/company)
- Custom fields & tags
- Activity timeline
- Bulk import/export
π Pipeline
- Kanban drag-drop board
- Deal/opportunity tracking
- Stage transitions
- Lead scoring algorithm
π Integrations
- CRM β Projects link
- CRM β Accounting sync
- Client financial summary
- Basic client portal
π Projects
- Project templates
- Budget & deadline tracking
- Milestone management
- Team assignment
β Tasks
- Subtasks & dependencies
- Priority management
- Recurring tasks
- Multiple views (Kanban/List)
β±οΈ Time & Views
- Timer service (WebSocket)
- Timesheet approvals
- Billable hours calc
- Gantt chart & Calendar
- Profitability tracking
π¨βπΌ Employees
- Employee profiles
- Document storage (S3)
- Org chart visualization
- Onboarding workflow
π Rota & Leave
- Shift calendar (drag-drop)
- Leave request system
- Approval workflows
- Conflict detection
π HR Reports
- Working hours calc
- Overtime tracking
- Staff availability
- Performance reports
π¬ Internal
- Real-time messaging
- Channels & groups
- @mentions & threading
- File sharing
π External
- Gmail/Outlook integration
- Slack workspace sync
- Calendar providers
- Webhook system
βοΈ Infrastructure
- OpenAI/Claude API integration
- n8n workflow engine
- Token tracking & caching
- Multi-tenant isolation
π€ Core Agents
- AI Accountant (Cashflow)
- AI Sales Manager
- AI Project Manager
- AI HR (Allocation)
π€ More Agents
- AI Booking Assistant
- AI Email Assistant
- AI Admin Assistant
- AI Quote Manager
- AI Personal Assistant
- AI Workflow Builder
π Integrations
- Slack complete
- Gmail/Outlook complete
- Stripe/Payment gateways
- Xero/QuickBooks (Phase 2)
- WhatsApp (basic)
π Reporting
- Cross-module reports
- Drag-drop report builder
- Scheduled generation
- PDF/Excel/CSV export
We can spend more time on mobile based on timeframeβup to 2 months additional if needed at no extra cost.
π± Mobile (React Native)
- RN CLI project setup
- Navigation structure
- Biometric login (FaceID)
- Secure token storage
- Push notification setup
- Offline caching
π iOS
- Complete iOS screens
- Apple Pay integration
- Siri shortcuts
- iOS widgets
- App Store submission
π€ Android
- Material Design compliance
- Google Pay integration
- Android widgets
- Background sync
- Play Store submission
π§ͺ Testing Types
- Unit Testing (Go test, Jest)
- Integration Testing (Postman)
- E2E Testing (Cypress, Detox)
- Performance (k6, JMeter)
- Security (OWASP ZAP)
π± Platform Testing
- Cross-browser (BrowserStack)
- Mobile (Firebase Test Lab)
- AI accuracy validation
- User Acceptance Testing
π Production
- Blue-green deployment
- Database migration
- CDN configuration
- SSL verification
π Post-Launch
- Monitoring (Sentry, New Relic)
- Hotfix process
- User feedback collection
- Team retrospective
AI Agents Specification
10 Core AI Agents (excluding "Custom Ai Workflow" per requirements). Custom AI Workflow (n8n-like) is not required in the 32-week scope.
- Cashflow prediction (30-60 days)
- Expense categorization ML
- Late invoice detection
- Profit per project/client calc
- Cost-saving suggestions
- Overdue job detection
- Priority suggestions
- Completion time estimation
- Profitability warnings
- Resource allocation optimization
- Email/call parsing for bookings
- Calendar integration
- Slot management algorithm
- Conflict detection
- Customer notifications
- Email categorization AI
- Priority sorting
- Auto-reply draft generation
- Writing assistance
- Label management
- Client profitability analysis
- Price suggestion algorithm
- Upsell opportunity detection
- Revenue trend analysis
- Lead scoring enhancement
- Staff allocation suggestions
- Overwork detection
- Busy period prediction
- Shift adjustment recommendations
- Performance insights
- Notes-to-tasks conversion
- Invoice drafting
- Client message generation
- Weekly summary generation
- Meeting summary creation
- Quote generation algorithm
- Pricing suggestions (history)
- Quote-to-invoice conversion
- Quote templates
- Quote analytics
- Workflow automation engine
- Natural language commands
- Data retrieval service
- Writing assistance
- Personal to-do optimization
- Pre-built automation templates
- Custom workflow creation
- Trigger-action rules engine
- Workflow execution monitoring
- Workflow analytics
π Phase 2 Ready (Post-Launch)
AI Profitability Analyzer β’ AI Social Media Automator β’ AI Content Creator β’ AI Competitor Analyzer β’ AI Ads Spy β’ AI Marketer β’ AI Leads Generator
π Custom AI Workflow (n8n-like)
Not required in the 32-week development scope. We'll share the budget later.
Visual workflow builderβsame design concept as n8n: triggers β AI Agent (Chat Model, Memory, Tools) β conditions β actions (e.g. Slack notify, database, call workflows).
Example: Open Slack (trigger) β AI Agent with Slack Chat Model, Cloud Memory, Tools (Store on Database, Call n8n Workflow) β If β Slack Board Notify.
Risk Assessment & Mitigation
Identified risks and mitigation strategies
| Risk | Probability | Impact | Mitigation Strategy |
|---|---|---|---|
| AI API Costs High token usage across 10 agents |
High | Medium | Token optimization, caching layer, usage alerts, model selection (GPT-3.5 vs GPT-4) |
| Mobile Complexity Native iOS + Android with shared codebase |
Medium | High | Shared code where possible (React Native), dedicated mobile team weeks 27-28 |
| Integration Failures 3rd party API changes/downtime |
Medium | Medium | Mock APIs for testing, fallback mechanisms, circuit breakers, retry logic |
| Performance with AI 10 agents running concurrently |
Medium | High | Async processing, queue system (Redis/RabbitMQ), separate AI microservices |
| Scope Creep Client adding requirements mid-flight |
High | Medium | Strict MVP definition, change control process, weekly demos for alignment |
| Team Coordination 3 teams (Back/Front/Mobile) |
Medium | Medium | Daily standups, weekly demos, Jira/Linear for tracking, shared API contracts |
Success Criteria & Deliverables
Definition of done for the project
π― Ready to Build
This roadmap represents a complete 8-month delivery plan for the Spaask Enterprise BOS Platform. All 11 modules, 10 AI agents, and native mobile apps included.
Enterprise Business Operating Platform