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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).