Product Requirements Document (PRD)

Order Management System — Title Search Company

Timeline: June 26 – August 10, 2026 (30 working days)

Current System (Partial)

Day-by-Day Roadmap

June 26 (Thu) — Dev Environment Setup

• Install deps, configure .env, verify MariaDB connection
• Run migrations + seed data
• Verify frontend builds, test basic API endpoints

June 27 (Fri) — Notifications

• Wire FCM push to order events
• Email notifications on status change
• SMS notifications via Twilio
• Test full notification flow

June 30 (Mon) — PDF Reports

• Set up PDFKit/Puppeteer, create branded template
• Generate PDF from order data
• Attach PDF to completion email

July 1 (Tue) — AI Document Extraction

• Set up Tesseract.js, build attachment parser
• Integrate llama.cpp for field extraction
• OpenAI API fallback for complex docs
• Test: email → OCR → order fields

July 2 (Wed) — County Record Scraping

• Harden Playwright login (error handling, retries)
• Build scrape result parser (deed/mortgage/lien)
• Store scraped data in orders table

July 3 (Thu) — Chain of Title + Priority Queue

• Build ownership timeline from scraped data
• Add rush order flag + priority queue view
• Employee workload view

July 4 (Fri) — Audit Log + Search

• Create audit_logs table, log all CRUD ops
• Build audit log viewer in admin UI
• Add order search + filters (ID, county, date, status)

July 7 (Mon) — Multi-Tenant Setup

• Add tenant_id to all tables
• Create tenants table, scope all queries
• Tenant-based config (SMTP, senders)

July 8 (Tue) — Multi-Tenant Auth + SOC2 Start

• Tenant role-based access, JWT scoping
• Encrypt credentials at rest (AES-256)
• Data retention policies

July 9 (Wed) — SOC2 Continued

• Access control matrix, session timeout
• Rate limiting, IP restrictions
• Security audit

July 10 (Thu) — Dashboard Polish

• Redesign overview cards with trends
• County breakdown chart, daily trend chart
• Employee performance table with bar charts

July 11 (Fri) — API Hardening

• Input validation (Zod/Joi)
• Rate limiting middleware, request logging
• Health check endpoints

July 14 (Mon) — Sheets + Testing

• Retry logic for Google Sheets API
• API integration tests (auth, orders, config)
• Frontend component tests

July 15 (Tue) — Bug Fixes + Performance

• Fix test failures, handle edge cases
• Add database indexes, optimize queries
• Connection pooling tuning

July 16 (Wed) — Backup System

• Daily MariaDB backup cron with rotation
• Backup verification + offsite copy
• Restore procedure docs

July 17 (Thu) — Production Setup

• Ubuntu VPS, Node.js, MariaDB, nginx
• SSL (Let's Encrypt), PM2 process manager
• nginx reverse proxy config

July 18 (Fri) — Production Deployment

• Deploy backend + frontend to production
• Test all endpoints, verify email/SMS
• PM2 monitoring, error alerting

July 21 (Mon) — Monitoring + Docs

• Uptime monitoring (UptimeRobot)
• API documentation, deployment guide
• User guide, README update

July 22 (Tue) — Final Testing

• Full regression testing
• Load + security testing
• UAT with real order data

July 23 (Wed) — Fixes + Polish

• Address test/blocker issues
• UI polish, mobile responsiveness
• Accessibility check

July 24 (Thu) — Soft Launch

• Deploy to production
• Invite first tenant, monitor closely
• Gather feedback

July 25 (Fri) — Client Onboarding Flow

• Build tenant onboarding wizard
• Client-specific branding (logo, colors)
• Test multi-tenant data isolation

July 28 (Mon) — Report Delivery Improvements

• Report download button in admin UI
• Daily report PDF attachment per sender
• Report history / archive view

July 29 (Tue) — Advanced Search + Filters

• Full-text search across orders
• Advanced filter panel (date range, county, employee, status)
• Saved filter presets

July 30 (Wed) — Employee Dashboard

• Employee-specific dashboard (my orders, my stats)
• Personal performance metrics
• Order claim/Release flow

July 31 (Thu) — Notification Preferences

• Per-user notification settings (push, email, SMS)
• Notification history/log viewer
• Quiet hours config

Aug 1 (Fri) — Data Export

• CSV/Excel export for orders
• Analytics export (charts as images)
• Audit log export

Aug 4 (Mon) — UI/UX Polish

• Loading states, skeleton screens
• Empty state illustrations
• Toast notifications for actions
• Keyboard shortcuts

Aug 5 (Tue) — Mobile Responsive

• Admin dashboard mobile layout
• Employee dashboard mobile layout
• Touch-friendly action buttons

Aug 6 (Wed) — Error Handling + Resilience

• Global error boundaries (React)
• API error response standardization
• Retry logic for failed operations
• Offline detection

Aug 7 (Thu) — Final Testing Round

• Full regression test
• Cross-browser testing (Chrome, Firefox, Edge)
• Load testing with concurrent users
• Security scan (OWASP)

Aug 8 (Fri) — Bug Fixes + Buffer

• Fix issues from testing
• Performance tuning based on real usage
• Edge case handling

Aug 10 (Mon) — Project Handoff

• Final documentation
• Knowledge transfer session
• Backup verification
• Production monitoring setup
• Project closeout

Tech Stack

In Scope

• AI-powered document extraction (OCR)
• Title search automation (county record scraping)
• SMS notifications (Twilio)
• Multi-tenant support
• SOC2 compliance (audit logs, encryption, access controls)