{"id":467,"date":"2024-12-27T20:32:27","date_gmt":"2024-12-27T20:32:27","guid":{"rendered":"https:\/\/bendauphinee.com\/writing\/?page_id=467"},"modified":"2024-12-27T20:32:27","modified_gmt":"2024-12-27T20:32:27","slug":"project-plan-v2","status":"publish","type":"page","link":"https:\/\/bendauphinee.com\/writing\/project-plan-v2\/","title":{"rendered":"Project Plan v2"},"content":{"rendered":"\n

This page is dedicated to the various parts of our project planning. This is the second version, you can find the last one here: Project Plan v1<\/a><\/p>\n\n\n\n

Project Vision<\/h3>\n\n\n\n
\n

For this project, my vision is to build a tool to allow me to manage the research data I have been generating, and will generate, while developing my business plan, as well as once I start putting the plan into motion. This tool should help create and manage a living business plan.<\/p>\n<\/div>\n\n\n\n

Project Goals<\/h3>\n\n\n\n
\n
    \n
  • G1: Reduce the amount of manual work required to create and manage data.<\/li>\n\n\n\n
  • G2: Enable easy export of data to various formats.<\/li>\n\n\n\n
  • G3: Create a business planner tool, automatically folding in data where it can.<\/li>\n\n\n\n
  • G4: [Stretch] Create a task planner, with the ability to link tasks back to specific parts of the business plan.<\/li>\n\n\n\n
  • G5: [Stretch] Integrate with ChatGPT to help with analysis and planning.<\/li>\n<\/ul>\n<\/div>\n\n\n\n

    Objectives<\/h3>\n\n\n\n
    \n

    G1: Reduce the amount of manual work required to create and manage data.<\/h4>\n<\/div>\n\n\n\n
    \n
    O1: Objective: Implement templates or predefined forms to standardize data input.<\/h5>\n\n\n\n
    \n

    US1 – User Story<\/strong><\/p>\n\n\n\n

    As a business owner, I want to create a custom form template based on my needs so that I can capture specific data unique to my workflow.<\/p>\n\n\n\n

    Acceptance Criteria<\/strong><\/p>\n\n\n\n

      \n
    • Business owners can define fields and field types (e.g., text, number, dropdown).<\/li>\n\n\n\n
    • Templates can be saved and reused.<\/li>\n<\/ul>\n\n\n\n

      Requirements<\/strong><\/p>\n\n\n\n

        \n
      • Business owners shall be able to change the name or description within the edit interface.<\/li>\n\n\n\n
      • Business owners shall be able to add, edit, and delete fields within the template.<\/li>\n\n\n\n
      • The system shall allow business owners to:\n
          \n
        • Define field labels (what the form shows).<\/li>\n\n\n\n
        • Define field names (what the data is saved as).<\/li>\n\n\n\n
        • Specify field types (e.g., text, number, dropdown). Field types shall include at least:\n
            \n
          • Text<\/li>\n\n\n\n
          • Number<\/li>\n\n\n\n
          • Dropdown\n
              \n
            • Add, edit, re-order, and delete options for the dropdown<\/li>\n<\/ul>\n<\/li>\n\n\n\n
            • Date<\/li>\n\n\n\n
            • Checkbox<\/li>\n\n\n\n
            • JSON block<\/li>\n<\/ul>\n<\/li>\n\n\n\n
            • Re-order the defined fields<\/li>\n\n\n\n
            • Business owners shall be able to delete or clone the template from the edit interface<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n\n\n\n
              \n

              US2 – User Story<\/strong><\/p>\n\n\n\n

              As a user, I want to use a predefined form template so that I can ensure data is entered in a consistent format.<\/p>\n\n\n\n

              Acceptance Criteria<\/strong><\/p>\n\n\n\n

                \n
              • The user can select the form from a list of all available templates.<\/li>\n\n\n\n
              • The list of templates shows when the template was created, as well as some statistics on usage.<\/li>\n<\/ul>\n\n\n\n

                Requirements<\/strong><\/p>\n\n\n\n

                  \n
                • The system should show a list of available templates for the user to browse.\n
                    \n
                  • The list shall show:\n
                      \n
                    • Template name<\/li>\n\n\n\n
                    • Description<\/li>\n\n\n\n
                    • Date created<\/li>\n\n\n\n
                    • Date last used<\/li>\n\n\n\n
                    • Number of records entered<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                    • The user shall be able to select the template, and use it to enter new records.<\/li>\n\n\n\n
                    • The user shall be able to select the template, to see what records have been entered.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n\n\n\n
                      \n

                      US3 – User Story<\/strong><\/p>\n\n\n\n

                      As a business owner, I want to manage and update predefined templates so that outdated forms do not cause data inconsistencies.<\/p>\n\n\n\n

                      Acceptance Criteria<\/strong><\/p>\n\n\n\n

                        \n
                      • Business owners can edit, deactivate, or delete templates.<\/li>\n\n\n\n
                      • Changes to templates do not affect existing data entries.<\/li>\n<\/ul>\n<\/div>\n\n\n\n
                        \n

                        US4 – User Story<\/strong><\/p>\n\n\n\n

                        As a user, I want the system to auto-fill certain fields in the template based on previous entries so that I can save time on repetitive tasks.<\/p>\n\n\n\n

                        Acceptance Criteria<\/strong><\/p>\n\n\n\n

                          \n
                        • Auto-fill suggestions are based on the values entered previously in the session.<\/li>\n\n\n\n
                        • Users can override auto-filled values manually.<\/li>\n<\/ul>\n<\/div>\n\n\n\n
                          \n

                          US5 – User Story<\/strong><\/p>\n\n\n\n

                          As a business owner, I want to list, create, edit, and delete custom form templates based on my needs so that I can capture specific data unique to my workflow.<\/p>\n\n\n\n

                          Acceptance Criteria<\/strong><\/p>\n\n\n\n

                            \n
                          • Business owners can browse a list of active templates.<\/li>\n\n\n\n
                          • Templates can be managed via the list interface, without having to use the edit interface.<\/li>\n<\/ul>\n\n\n\n

                            Requirements<\/strong><\/p>\n\n\n\n

                              \n
                            • The system shall provide an interface for business owners to create custom form templates. Each template will represent a type of data we can manage. The system shall allow business owners to:\n
                                \n
                              • Name each template.<\/li>\n\n\n\n
                              • View a list of saved templates.<\/li>\n\n\n\n
                              • Edit or delete saved templates.<\/li>\n\n\n\n
                              • Clone template to a new one. This will copy all field definitions as well.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n\n\n\n
                                O2: Objective: Automate repetitive data entry tasks using macros, scripts, or APIs.<\/h5>\n\n\n\n
                                O3: Objective: Integrate external data sources for automatic data population.<\/h5>\n\n\n\n
                                O4: Objective: Develop validation tools to ensure data accuracy during entry.<\/h5>\n<\/div>\n\n\n\n
                                \n

                                G2: Enable easy export of data to various formats.<\/h4>\n<\/div>\n\n\n\n
                                \n

                                G3: Create a business planner tool, automatically folding in data where it can.<\/h4>\n<\/div>\n\n\n\n
                                \n

                                G4: [Stretch] Create a task planner, with the ability to link tasks back to specific parts of the business plan.<\/h4>\n<\/div>\n\n\n\n
                                \n

                                G5: [Stretch] Integrate with ChatGPT to help with analysis and planning.<\/h4>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

                                This page is dedicated to the various parts of our project planning. This is the second version, you can find the last one here: Project Plan v1 Project Vision For this project, my vision is to build a tool to allow me to manage the research data I have been generating, and will generate, while […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-467","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/bendauphinee.com\/writing\/wp-json\/wp\/v2\/pages\/467","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bendauphinee.com\/writing\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/bendauphinee.com\/writing\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/bendauphinee.com\/writing\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bendauphinee.com\/writing\/wp-json\/wp\/v2\/comments?post=467"}],"version-history":[{"count":1,"href":"https:\/\/bendauphinee.com\/writing\/wp-json\/wp\/v2\/pages\/467\/revisions"}],"predecessor-version":[{"id":468,"href":"https:\/\/bendauphinee.com\/writing\/wp-json\/wp\/v2\/pages\/467\/revisions\/468"}],"wp:attachment":[{"href":"https:\/\/bendauphinee.com\/writing\/wp-json\/wp\/v2\/media?parent=467"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}