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Kifi/kifi_agency_os_plan.md
2026-08-24 18:38:46 +05:30

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# Kifi Agency OS: Project Management Integration Plan
## The Goal
Transform Kifi into an all-in-one "Agency Operating System" by deeply integrating project management. This guarantees massive Daily Active Usage (DAU) and locks in teams by managing both their daily workflows and their finances in a single ecosystem.
## 1. Modular Architecture (Preserving Existing Flows)
- **The "Modules" Strategy:** Project Management must be an optional toggle in `Settings -> Modules`.
- **UI Impact:** If toggled ON, a new **"Projects"** tab appears in the main navigation. If OFF, the UI remains exactly as it is today (perfect for retail/manufacturing users).
- **Core Entity:** `Project` (linked to `Customer/Client`).
## 2. Financially-Aware Task Boards
Unlike Jira, Kifi connects tasks directly to money.
- **Kanban View:** Standard columns (To-Do, In Progress, Review, Done).
- **Billable Tasks:** A checkbox on every task: `[x] Billable ($50/hr)`.
- **1-Click Invoicing:** When a billable task is moved to "Done", a prompt appears: *"Generate invoice for this task?"* or *"Add to next client invoice?"*
- **Budget Tracking:** Project boards display a real-time progress bar of the client's budget vs. hours logged.
## 3. Multi-User Collaboration & Monetization
- **Team Roles:** Invite designers, developers, and clients to specific project boards.
- **Attachments & Comments:** Upload specs, designs, and have threaded conversations on tasks.
- **Monetization Engine:** The core app remains free/freemium, but inviting team members to collaborate on tasks costs **$5/user/month** (Workspace Pricing Model).
## 4. Minimum Viable Product (MVP) Rollout
**Phase 1:**
- `projects` table (id, name, customer_id, budget, status).
- `tasks` table (id, project_id, title, description, assignee_id, status, is_billable, hourly_rate, hours_logged).
- Basic Flutter UI: A Kanban board screen and a simple task creation modal.
**Phase 2:**
- Automated Invoice Generation from "Done" billable tasks.
- Team member invitations and role-based permissions for boards.
- Client Portal access (clients can log in to view task progress and pay invoices).