Eagle Ridge AI-OPS · Project Roadmap
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Phase 10 — Invoice & Payments▼
- ⬜ Invoice generation — formal invoice PDF/print after order completion
- ⬜ Deposit / partial payment — collect 50% upfront on large orders via Stripe
- ⬜ Invoice email to customer with payment link
- ⬜ Payment history per customer/order
Formal invoicing and deposit collection.
Phase 11 — Inbound Lead Capture▼
- ⬜ Public intake form at /contact or /get-a-quote — no login required
- ⬜ Form submission auto-creates Lead in CRM
- ⬜ Auto-triggers lead enrichment on submission
- ⬜ Telegram notify on new inbound lead
- ⬜ Spam protection (honeypot field + rate limiting)
Public form → Lead → enrichment → notify.
Phase 12 — Store Enhancements▼
- ⬜ Fundraising mode — store earns % per sale for group/team, configurable per store
- ⬜ Store analytics — page views, conversion rate, top products per store
- ⬜ Abandoned cart recovery — email sent 24hrs after cart abandoned without checkout
- ⬜ Store order confirmation email to store admin when new order placed
Add to existing team stores.
Phase 15 — Apollo + Instantly API Integration▼
- ⬜ Apollo API wrapper — search prospects by niche/state/company size, pull into outreach campaign
- ⬜ Instantly API wrapper — push prospects to Instantly campaign, sync reply status back
- ⬜ One-click "Find Prospects" button on outreach campaign page
- ⬜ Auto-sync replies from Instantly back to OutreachProspect status
- ⬜ /outreach Telegram command — "outreach find [niche] [state]" triggers Apollo search
B2B outreach + Apollo/Instantly.
Phase 16 — Referral & Review Tracking▼
- ⬜ Referral source field on leads — track who referred each lead
- ⬜ Referral leaderboard — which customers/sources send the most leads
- ⬜ Google review campaign follow-up tracking — log who responded to review requests
- ⬜ Review response rate dashboard widget
Phase 17 — Employee Scheduling▼
- ⬜ Weekly schedule view — assign employees to shifts
- ⬜ Schedule editor — drag-and-drop or form-based shift creation
- ⬜ Telegram notify to employee when scheduled
- ⬜ Schedule integrates with time clock (Phase 7)
Shifts + time clock.
Phase 18 — System Health & Audit▼
- ⬜ API health dashboard — status of Sanmar, SSActivewear, Stripe, Claude, Telegram APIs
- ⬜ Audit log — who changed what and when across the whole system
- ⬜ User activity log — last login, pages visited per user
- ⬜ Error log viewer — see recent 500 errors without SSHing into server
Phase 19 — Production Hosting & Deployment▼
- ⬜ 19.1 — Provision Hetzner VPS (CX22, Ubuntu 24, SSH key, UFW, fail2ban, non-root user)
- ⬜ 19.2 — Push code to GitHub (private repo, .gitignore .env uploads *.db venv)
- ⬜ 19.3 — Install app on Hetzner VPS (Python, clone, venv, requirements, .env, test uvicorn)
- ⬜ 19.4 — Set up Cloudflare R2 for all file storage (bucket eagleridge-files, API token, .env)
- ⬜ 19.5 — Wire R2 into app file storage (r2_storage_service.py, boto3, replace uploads/)
- ⬜ 19.6 — Migrate existing local uploads to R2 (scripts/migrate_uploads_to_r2.py)
- ⬜ 19.7 — Configure Cloudflare DNS (@ + os → VPS, files → R2, SSL Full strict)
- ⬜ 19.8 — Set up Nginx reverse proxy (os.eagleridgeapparel.com → 127.0.0.1:8000)
- ⬜ 19.9 — Set up systemd service (eagleridge.service, enable, start)
- ⬜ 19.10 — Create deploy script (git pull, pip install, systemctl restart)
- ⬜ 19.11 — Update all external webhooks and URLs (Stripe, APIs, SMTP)
- ⬜ 19.12 — Set up automated SQLite backups to R2 (cron, backup_db.sh)
- ⬜ 19.13 — Add /health endpoint to app
- ⬜ 19.14 — Set up UptimeRobot monitoring (HTTPS /health, 5 min)
- ⬜ 19.15 — Fix intranet dashboard routing: mount Eagle Ridge public site at /eagleridge so / shows dashboard (logged-in) or login (anonymous)
Hetzner CX22 (~$6/mo) for app; Cloudflare R2 for ALL file storage (OneDrive, uploads, art, attachments); zero egress. 14-step checklist.
Codebase Audit & Cleanup▼
- ⬜ Full codebase audit — remove duplicate systems, fix DB paths, consolidate routes
- ⬜ Single source of truth for DB path (data/aiops.sqlite)
- ⬜ Remove legacy purchasing session system
- ⬜ Startup diagnostic log
Developer/Infrastructure: DB path, legacy purchasing redirect, diagnostics.
Phase 21 — ShipStation Integration — Full Order Sync + Shipping Module▼
- ⬜ Full order sync from ShipStation (excl. ClickFunnels and Prime Mover stores)
- ⬜ Order history UI with search and filters
- ⬜ Shipment tracking UI
- ⬜ Rate shopping via EasyPost (USPS + UPS cheapest rates)
- ⬜ Ship directly from intranet — label generation and purchase
- ⬜ Connect to purchasing/fulfillment workflow (fulfillment link by email)
Phase 1: ShipStation tables, API service with rate limiting, EasyPost get_rates/buy_label, Shipping nav, sync trigger, fulfillment link stub.