# Feature Timeline & Estimates

## AOLL — Always-On Lead Library
### Complete Feature Schedule with Approximate Timelines

| Field | Value |
|-------|-------|
| **Document Version** | 1.0 |
| **Last Updated** | July 28, 2026 |
| **Planning Start** | August 4, 2026 (Phase 2 kickoff) |
| **Team Assumption** | ~6.5 FTE (2 backend, 1.5 frontend, 1 data, 1 QA, 0.5 DevOps, 0.5 PM) |
| **Total Remaining Duration** | ~36 weeks (Aug 2026 → Apr 2027) |

**Legend — Status**

| Status | Meaning |
|--------|---------|
| ✅ Done | Shipped in CHGREL-1255 (Jul 2026) |
| 🟡 UI Only | Page exists; mock/static data or 501 API |
| 🔵 Partial | Some backend live; not feature-complete |
| ⬜ Planned | Not started |

**Legend — Effort**

| Column | Meaning |
|--------|---------|
| **UI** | Frontend / wire mock → real data |
| **Backend** | API, DB, jobs, integrations |
| **Data** | Pipeline, scraper, indexing |
| **Total** | Calendar time (weeks) with parallel team work |

---

## 1. Executive Summary

| Metric | Value |
|--------|-------|
| Features / pages already done | **28** (auth, marketing, dashboard shell) |
| Features remaining (full product) | **52** |
| Already complete effort (actual) | ~6 weeks (Phase 0) |
| Remaining estimated effort | **~36 weeks** |
| Full platform launch target | **April 17, 2027** |

---

## 2. Master Timeline Table — All Features

### 2.1 Authentication, Onboarding & Settings

| # | Feature / Page | Route | Status | UI Effort | Backend Effort | Data Effort | Total | Target Date | Phase | Jira |
|---|----------------|-------|--------|-----------|----------------|-------------|-------|-------------|-------|------|
| 1 | Sign up (email) | `/signup` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-38 |
| 2 | Login (email + password) | `/login` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-38 |
| 3 | Google sign-in | `/login`, `/signup` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-38 |
| 4 | Forgot password | `/forgot-password` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-38 |
| 5 | Reset password | `/reset-password` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-38 |
| 6 | Logout | `/logout` | ✅ Done | — | — | — | — | Jul 2026 | 0 | — |
| 7 | Remember me | login form | 🟡 UI Only | 0.5 d | 2 d | — | 3 d | Aug 2026 | 2 | AA-38 |
| 8 | Work email validation (block gmail etc.) | signup | 🟡 UI Only | 1 d | 2 d | — | 3 d | Aug 2026 | 2 | AA-38 |
| 9 | Email verification flow | post-signup | ⬜ Planned | 2 d | 4 d | — | 1 w | Aug 2026 | 2 | AA-38 |
| 10 | First-login onboarding wizard | post-signup | 🟡 UI Only | 3 d | 3 d | — | 1 w | Sep 2026 | 2 | AA-38 |
| 11 | Settings — update profile | `/dashboard/settings` | ✅ Done | — | — | — | — | Jul 2026 | 0 | — |
| 12 | Settings — change password | `/dashboard/settings` | ✅ Done | — | — | — | — | Jul 2026 | 0 | — |
| 13 | Session + workspace linking | backend | ⬜ Planned | — | 5 d | — | 1 w | Aug 2026 | 2 | New |

**Subtotal remaining:** ~3 weeks (parallel with infra)

---

### 2.2 Marketing & Public Website

| # | Feature / Page | Route | Status | UI Effort | Backend Effort | Data Effort | Total | Target Date | Phase | Jira |
|---|----------------|-------|--------|-----------|----------------|-------------|-------|-------------|-------|------|
| 14 | Home (marketing) | `/` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 15 | Pricing page | `/pricing` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 16 | About Us | `/about-us` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 17 | Solutions — Ad Spend | `/ad-spend` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 18 | Solutions — Company Search | `/company-search` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 19 | Solutions — Intent Feed | `/intent-feed` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 20 | Solutions — Alerts | `/alerts` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 21 | Solutions — AI Features | `/ai-features` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 22 | Solutions — CRM Integration | `/crm-integration` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 23 | FAQ | `/faq` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 24 | Blog listing + detail | `/blog` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 25 | Terms of Use | `/terms` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 26 | Privacy Policy | `/privacy` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 27 | Contact Us form | `/contact-us` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 28 | Book Demo form | `/demo` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 29 | Landing page variant | `/landing` | ✅ Done | — | — | — | — | Jul 2026 | 0 | AA-47 |
| 30 | Pricing page → live Stripe CTAs | `/pricing` | ⬜ Planned | 2 d | 3 d | — | 1 w | Dec 2026 | 3 | AA-47 |

**Subtotal remaining:** ~1 week (after Stripe live)

---

### 2.3 Email Templates

| # | Feature / Email | Status | UI Effort | Backend Effort | Total | Target Date | Phase | Jira |
|---|-----------------|--------|-----------|----------------|-------|-------------|-------|------|
| 31 | Welcome email | ✅ Done | — | — | — | Jul 2026 | 0 | AA-60 |
| 32 | Forgot password email | ✅ Done | — | — | — | Jul 2026 | 0 | AA-60 |
| 33 | Plan upgrade email | 🟡 UI Only | — | 2 d | 2 d | Dec 2026 | 3 | AA-60 |
| 34 | Alert with CSV attachment | 🟡 UI Only | — | 5 d | 5 d | Nov 2026 | 3 | AA-60 |
| 35 | Trial ending email | 🟡 UI Only | — | 3 d | 3 d | Dec 2026 | 3 | AA-60 |
| 36 | CRM sync failed email | 🟡 UI Only | — | 3 d | 3 d | Feb 2027 | 4 | AA-60 |
| 37 | Payment unsuccessful email | 🟡 UI Only | — | 2 d | 2 d | Dec 2026 | 3 | AA-60 |

**Subtotal remaining:** ~2 weeks (spread across Phases 3–4)

---

### 2.4 Infrastructure & Data Pipeline

| # | Feature | Status | UI | Backend | Data | Total | Target Date | Phase |
|---|---------|--------|-----|---------|------|-------|-------------|-------|
| 38 | PostgreSQL product DB + migrations | ⬜ Planned | — | 5 d | 2 d | 2 w | Aug 2026 | 2 |
| 39 | OpenSearch cluster + index mappings | ⬜ Planned | — | 5 d | 3 d | 2 w | Aug 2026 | 2 |
| 40 | Redis (cache + job queue) | ⬜ Planned | — | 3 d | 1 d | 1 w | Aug 2026 | 2 |
| 41 | Web scraper → staging pipeline | 🔵 Partial | — | 5 d | 10 d | 2 w | Aug 2026 | 2 |
| 42 | Entity resolution engine v1 | ⬜ Planned | — | 5 d | 10 d | 2 w | Sep 2026 | 2 |
| 43 | CSV upload (admin) | ⬜ Planned | 5 d | 8 d | 3 d | 2 w | Sep 2026 | 2 |
| 44 | Excel upload (admin) | ⬜ Planned | 2 d | 5 d | 2 d | 1 w | Sep 2026 | 2 |
| 45 | Import job history + error reports | ⬜ Planned | 3 d | 5 d | 2 d | 1 w | Sep 2026 | 2 |
| 46 | Scraper run monitoring (admin) | ⬜ Planned | 3 d | 4 d | 2 d | 1 w | Oct 2026 | 2 |
| 47 | Scoops ingestion pipeline | ⬜ Planned | — | 3 d | 10 d | 2 w | Nov 2026 | 3 |
| 48 | Proxy intent scoring engine | ⬜ Planned | — | 5 d | 8 d | 2 w | Nov 2026 | 3 |
| 49 | OpenSearch index sync job | ⬜ Planned | — | 5 d | 3 d | 1 w | Sep 2026 | 2 |

**Subtotal:** ~8 weeks (runs parallel across Phase 2–3; on critical path)

---

### 2.5 Dashboard — Core Pages

| # | Feature / Page | Route | Status | UI | Backend | Data | Total | Target Date | Phase | Jira |
|---|----------------|-------|--------|-----|---------|------|-------|-------------|-------|------|
| 50 | Dashboard layout + sidebar nav | `/dashboard/*` | ✅ Done | — | — | — | — | Jul 2026 | 0 | — |
| 51 | Universal search bar | all dashboard pages | 🟡 UI Only | 2 d | 5 d | 1 d | 1.5 w | Oct 2026 | 2 | AA-41 |
| 52 | Home — signal feed | `/dashboard` | 🟡 UI Only | 5 d | 8 d | 3 d | 3 w | Nov 2026 | 3 | AA-39 |
| 53 | Home — Edit Feed modal | `/dashboard` | 🟡 UI Only | 3 d | 5 d | — | 1.5 w | Nov 2026 | 3 | AA-39 |
| 54 | Home — intent widget | `/dashboard` | 🟡 UI Only | 2 d | 3 d | 2 d | 1 w | Nov 2026 | 3 | AA-39 |
| 55 | Home — saved searches widget | `/dashboard` | 🟡 UI Only | 1 d | 2 d | — | 3 d | Nov 2026 | 3 | AA-39 |
| 56 | Home — recently viewed widget | `/dashboard` | 🟡 UI Only | 2 d | 3 d | — | 1 w | Oct 2026 | 2 | AA-39 |
| 57 | Home — summary count boxes (5) | `/dashboard` | 🟡 UI Only | 2 d | 4 d | 2 d | 1.5 w | Nov 2026 | 3 | AA-39 |
| 58 | Home — save signal bookmark | `/dashboard` | 🟡 UI Only | 1 d | 3 d | — | 1 w | Nov 2026 | 3 | AA-39 |

---

### 2.6 Advanced Search & Company Profile

| # | Feature / Page | Route | Status | UI | Backend | Data | Total | Target Date | Phase | Jira |
|---|----------------|-------|--------|-----|---------|------|-------|-------------|-------|------|
| 59 | Advanced Search — Companies tab | `/dashboard/search` | 🟡 UI Only | 3 d | 8 d | 5 d | 3 w | Sep 2026 | 2 | AA-41 |
| 60 | Advanced Search — Brands tab | `/dashboard/search` | 🟡 UI Only | 2 d | 5 d | 3 d | 2 w | Oct 2026 | 2 | AA-41 |
| 61 | Advanced Search — Agencies tab | `/dashboard/search` | 🟡 UI Only | 2 d | 5 d | 3 d | 2 w | Oct 2026 | 2 | AA-41 |
| 62 | Advanced Search — Contacts sub-tab | `/dashboard/search` | 🟡 UI Only | 3 d | 6 d | 3 d | 2 w | Oct 2026 | 2 | AA-41 |
| 63 | Advanced Search — Companies sub-tab | `/dashboard/search` | 🟡 UI Only | 2 d | 4 d | — | 1 w | Oct 2026 | 2 | AA-41 |
| 64 | Advanced Search — Scoops sub-tab | `/dashboard/search` | 🟡 UI Only | 3 d | 6 d | 5 d | 2 w | Nov 2026 | 3 | AA-41 |
| 65 | Advanced Search — filters panel | `/dashboard/search` | 🟡 UI Only | 3 d | 6 d | — | 2 w | Sep 2026 | 2 | AA-41 |
| 66 | Advanced Search — select + export CSV | `/dashboard/search` | 🟡 UI Only | 2 d | 5 d | — | 1 w | Oct 2026 | 2 | AA-41 |
| 67 | Advanced Search — Save and Alert modal | `/dashboard/search` | 🟡 UI Only | 3 d | 6 d | — | 1.5 w | Nov 2026 | 3 | AA-41 |
| 68 | Company profile page | `/dashboard/company/{id}` | 🟡 UI Only | 5 d | 8 d | 3 d | 3 w | Sep 2026 | 2 | AA-25 |
| 69 | Company — decision makers list | company page | 🟡 UI Only | 2 d | 4 d | 2 d | 1 w | Sep 2026 | 2 | AA-25 |
| 70 | Company — technology stack | company page | 🟡 UI Only | 2 d | 3 d | 3 d | 1.5 w | Oct 2026 | 2 | AA-25 |
| 71 | Company — scoops on profile | company page | 🟡 UI Only | 2 d | 3 d | 2 d | 1 w | Nov 2026 | 3 | AA-25 |
| 72 | Company — intent on profile | company page | 🟡 UI Only | 2 d | 3 d | 2 d | 1 w | Nov 2026 | 3 | AA-25 |

**Subtotal Advanced Search + Company:** ~10 weeks (Phase 2–3; heavily parallel)

---

### 2.7 Intent Module

| # | Feature / Page | Route | Status | UI | Backend | Data | Total | Target Date | Phase | Jira |
|---|----------------|-------|--------|-----|---------|------|-------|-------------|-------|------|
| 73 | Intent — View Signals tab | `/dashboard/signals` | 🟡 UI Only | 4 d | 6 d | 5 d | 3 w | Nov 2026 | 3 | AA-40 |
| 74 | Intent — date range filter | `/dashboard/signals` | 🟡 UI Only | 2 d | 3 d | — | 1 w | Nov 2026 | 3 | AA-40 |
| 75 | Intent — filter panel | `/dashboard/signals` | 🟡 UI Only | 3 d | 4 d | — | 1 w | Nov 2026 | 3 | AA-40 |
| 76 | Intent — select + export | `/dashboard/signals` | 🟡 UI Only | 2 d | 4 d | — | 1 w | Nov 2026 | 3 | AA-40 |
| 77 | Intent — My Topics tab | `/dashboard/signals` | 🟡 UI Only | 3 d | 5 d | 2 d | 1.5 w | Nov 2026 | 3 | AA-40 |
| 78 | Intent — topic library + assign | `/dashboard/signals` | 🟡 UI Only | 3 d | 5 d | 3 d | 2 w | Nov 2026 | 3 | AA-40 |
| 79 | Intent — signal score + audience bar | `/dashboard/signals` | 🟡 UI Only | 2 d | 4 d | 3 d | 1.5 w | Nov 2026 | 3 | AA-40 |

**Subtotal Intent:** ~4 weeks (Phase 3)

---

### 2.8 Saved & Alerts

| # | Feature / Page | Route | Status | UI | Backend | Data | Total | Target Date | Phase | Jira |
|---|----------------|-------|--------|-----|---------|------|-------|-------------|-------|------|
| 80 | Saved — search library | `/dashboard/saved` | 🟡 UI Only | 3 d | 5 d | — | 1.5 w | Nov 2026 | 3 | AA-44 |
| 81 | Saved — favourites | `/dashboard/saved` | 🟡 UI Only | 1 d | 2 d | — | 3 d | Dec 2026 | 3 | AA-44 |
| 82 | Saved — signal bookmarks feed | `/dashboard/saved` | 🟡 UI Only | 2 d | 3 d | — | 1 w | Nov 2026 | 3 | AA-44 |
| 83 | Save search modal (new/replace) | modal | 🟡 UI Only | 3 d | 5 d | — | 1.5 w | Nov 2026 | 3 | AA-44 |
| 84 | Alert config (daily/weekly/email) | modal | 🟡 UI Only | 2 d | 5 d | — | 1.5 w | Nov 2026 | 3 | AA-44 |
| 85 | Alerts — in-app feed | `/dashboard/alerts` | 🟡 UI Only | 4 d | 6 d | 3 d | 2 w | Dec 2026 | 3 | AA-45 |
| 86 | Alerts — category filter chips | `/dashboard/alerts` | 🟡 UI Only | 2 d | 2 d | — | 1 w | Dec 2026 | 3 | AA-45 |
| 87 | Alerts — email log tab | `/dashboard/alerts` | 🟡 UI Only | 2 d | 4 d | — | 1 w | Dec 2026 | 3 | AA-45 |
| 88 | Alert diff cron job + email CSV | backend job | ⬜ Planned | — | 8 d | 3 d | 2 w | Dec 2026 | 3 | AA-45 |

**Subtotal Saved + Alerts:** ~5 weeks (Phase 3)

---

### 2.9 Workflows & Connectors

| # | Feature / Page | Route | Status | UI | Backend | Data | Total | Target Date | Phase | Jira |
|---|----------------|-------|--------|-----|---------|------|-------|-------------|-------|------|
| 89 | Connectors catalog page | `/dashboard/connectors` | 🟡 UI Only | 2 d | 3 d | — | 1 w | Jan 2027 | 4 | AA-42 |
| 90 | HubSpot OAuth + connect flow | `/dashboard/connectors` | 🟡 UI Only | 3 d | 8 d | — | 2 w | Jan 2027 | 4 | AA-42 |
| 91 | Salesforce OAuth + connect flow | `/dashboard/connectors` | 🟡 UI Only | 3 d | 8 d | — | 2 w | Jan 2027 | 4 | AA-42 |
| 92 | CRM export (companies/contacts) | connectors + search | ⬜ Planned | 2 d | 8 d | — | 2 w | Feb 2027 | 4 | AA-42 |
| 93 | CRM field mapping | backend | ⬜ Planned | — | 5 d | — | 1 w | Feb 2027 | 4 | AA-42 |
| 94 | Workflows — list page | `/dashboard/workflows` | 🟡 UI Only | 3 d | 5 d | — | 1.5 w | Jan 2027 | 4 | AA-46 |
| 95 | Workflows — create/edit wizard | `/dashboard/workflows` | 🟡 UI Only | 5 d | 10 d | — | 3 w | Feb 2027 | 4 | AA-46 |
| 96 | Workflows — trigger config | wizard step | ⬜ Planned | 2 d | 6 d | 2 d | 2 w | Feb 2027 | 4 | AA-46 |
| 97 | Workflows — action config | wizard step | ⬜ Planned | 2 d | 6 d | — | 1.5 w | Feb 2027 | 4 | AA-46 |
| 98 | Workflows — scheduler worker | backend | ⬜ Planned | — | 10 d | — | 2 w | Feb 2027 | 4 | AA-46 |
| 99 | Webhook export action | backend | ⬜ Planned | — | 4 d | — | 1 w | Feb 2027 | 4 | AA-46 |
| 100 | Discover contacts action | backend | ⬜ Planned | — | 4 d | — | 1 w | Feb 2027 | 4 | AA-46 |

**Subtotal Workflows + Connectors:** ~8 weeks (Phase 4)

---

### 2.10 User Management, Roles & Access Control

| # | Feature | Route | Status | UI | Backend | Total | Target Date | Phase | Jira |
|---|---------|-------|--------|-----|---------|-------|-------------|-------|------|
| 101 | Workspace model (users belong to workspace) | backend | ⬜ Planned | — | 5 d | 1 w | Aug 2026 | 2 | New |
| 102 | Role field on user (admin/manager/member/viewer) | backend | ⬜ Planned | — | 4 d | 1 w | Aug 2026 | 2 | AA-43 |
| 103 | Auth middleware — role check | backend | ⬜ Planned | — | 5 d | 1 w | Sep 2026 | 2 | New |
| 104 | Entitlement middleware — plan tier check | backend | ⬜ Planned | — | 8 d | 2 w | Dec 2026 | 3 | New |
| 105 | Usage metering (search/contact/export counts) | backend | ⬜ Planned | — | 6 d | 1.5 w | Oct 2026 | 2 | New |
| 106 | Users list page | `/dashboard/users` | 🟡 UI Only | 3 d | 5 d | 1.5 w | Feb 2027 | 4 | AA-43 |
| 107 | Add user side panel | `/dashboard/users` | 🟡 UI Only | 3 d | 4 d | 1 w | Feb 2027 | 4 | AA-43 |
| 108 | Remove user | `/dashboard/users` | 🟡 UI Only | 1 d | 2 d | 3 d | Feb 2027 | 4 | AA-43 |
| 109 | Search users (live filter) | `/dashboard/users` | 🟡 UI Only | 1 d | 2 d | 3 d | Feb 2027 | 4 | AA-43 |
| 110 | Role badge + Admin/Manager/Member/Viewer | `/dashboard/users` | 🟡 UI Only | 2 d | 3 d | 1 w | Feb 2027 | 4 | AA-43 |
| 111 | Admin-only route gating (billing, upload, users) | backend | ⬜ Planned | — | 5 d | 1 w | Feb 2027 | 4 | AA-43 |
| 112 | Viewer role — read-only restrictions | backend | ⬜ Planned | — | 4 d | 1 w | Feb 2027 | 4 | New |
| 113 | Enterprise multi-seat enforcement | backend | ⬜ Planned | — | 5 d | 1 w | Apr 2027 | 5 | AA-43 |

**Subtotal User Management + Roles:** ~6 weeks (spread Phase 2–4–5)

---

### 2.11 Plan, Billing & Subscription

| # | Feature / Page | Route | Status | UI | Backend | Total | Target Date | Phase | Jira |
|---|----------------|-------|--------|-----|---------|-------|-------------|-------|------|
| 114 | Plan and Billing page | `/dashboard/plan` | 🟡 UI Only | 3 d | 3 d | 1 w | Dec 2026 | 3 | AA-47 |
| 115 | Manage Subscription page | `/dashboard/subscription` | 🟡 UI Only | 3 d | 3 d | 1 w | Dec 2026 | 3 | AA-47 |
| 116 | Stripe products + prices setup | backend | ⬜ Planned | — | 3 d | 3 d | Dec 2026 | 3 | New |
| 117 | Stripe Checkout (upgrade) | backend | ⬜ Planned | 2 d | 8 d | 2 w | Dec 2026 | 3 | New |
| 118 | Stripe Customer Portal (manage) | backend | ⬜ Planned | 1 d | 4 d | 1 w | Dec 2026 | 3 | New |
| 119 | Stripe webhooks (plan sync) | backend | ⬜ Planned | — | 6 d | 1.5 w | Dec 2026 | 3 | New |
| 120 | Payment failure → feature lock | backend | ⬜ Planned | 2 d | 4 d | 1 w | Dec 2026 | 3 | New |
| 121 | Trial period logic | backend | ⬜ Planned | — | 4 d | 1 w | Dec 2026 | 3 | New |
| 122 | 14-day trial ending emails | backend | ⬜ Planned | — | 3 d | 3 d | Dec 2026 | 3 | AA-60 |

**Subtotal Billing:** ~4 weeks (Phase 3)

---

### 2.12 AI Features

| # | Feature | Route | Status | UI | Backend | Data | Total | Target Date | Phase | Jira |
|---|---------|-------|--------|-----|---------|------|-------|-------------|-------|------|
| 123 | AI Opportunity Score (0–100) | company page | ⬜ Planned | 3 d | 6 d | 3 d | 2 w | Mar 2027 | 5 | AA-25 |
| 124 | AI Opportunity Summary | company page | ⬜ Planned | 2 d | 5 d | — | 1.5 w | Mar 2027 | 5 | AA-25 |
| 125 | Budget estimate | company page | ⬜ Planned | 2 d | 4 d | 2 d | 1.5 w | Mar 2027 | 5 | AA-25 |
| 126 | Suggested pitch / talking points | company page | ⬜ Planned | 2 d | 5 d | — | 1.5 w | Mar 2027 | 5 | AA-25 |
| 127 | AI email generation | company/contact page | ⬜ Planned | 4 d | 8 d | — | 2 w | Mar 2027 | 5 | AA-25 |
| 128 | AI LinkedIn message generation | company/contact page | ⬜ Planned | 3 d | 5 d | — | 1.5 w | Apr 2027 | 5 | AA-25 |
| 129 | AI call script generation | company/contact page | ⬜ Planned | 3 d | 5 d | — | 1.5 w | Apr 2027 | 5 | AA-25 |
| 130 | Copy / save / regenerate outreach | UI actions | ⬜ Planned | 2 d | 3 d | — | 1 w | Apr 2027 | 5 | AA-25 |
| 131 | AI usage quota (Intelligence tier) | backend | ⬜ Planned | — | 4 d | — | 1 w | Apr 2027 | 5 | New |

**Subtotal AI:** ~6 weeks (Phase 5)

---

### 2.13 Enterprise & API

| # | Feature | Status | UI | Backend | Total | Target Date | Phase |
|---|---------|--------|-----|---------|-------|-------------|-------|
| 132 | Excel export (.xlsx) | ⬜ Planned | 2 d | 4 d | 1 w | Apr 2027 | 5 |
| 133 | Enterprise REST API (`/api/v1/`) | ⬜ Planned | — | 10 d | 2 w | Apr 2027 | 5 |
| 134 | API key management (Enterprise) | ⬜ Planned | 3 d | 5 d | 1 w | Apr 2027 | 5 |
| 135 | Custom intelligence feeds (Enterprise) | ⬜ Planned | 3 d | 8 d | 2 w | Apr 2027 | 5 |
| 136 | OpenAPI documentation | ⬜ Planned | — | 4 d | 1 w | Apr 2027 | 5 |

**Subtotal Enterprise:** ~4 weeks (Phase 5)

---

## 3. Timeline by Phase (Calendar View)

Assumes **Phase 2 kickoff: August 4, 2026**. Email + Google sign-in already done.

| Phase | Period | Weeks | Key Deliverables | Release Date |
|-------|--------|-------|------------------|--------------|
| **0 ✅ Done** | Jul 2026 | 6 | Auth (email + Google), marketing site, dashboard shell, emails | Jul 15, 2026 |
| **2** | Aug – Oct 2026 | 12 | Infra, scraper, CSV upload, search, company profile, roles foundation, export | **Oct 24, 2026** |
| **3** | Nov – Dec 2026 | 8 | Home feed, intent, saved, alerts, Stripe billing, scoops pipeline | **Dec 19, 2026** |
| **4** | Jan – Feb 2027 | 8 | CRM connectors, workflows, user management, full RBAC | **Feb 20, 2027** |
| **5** | Mar – Apr 2027 | 8 | AI insights, AI outreach, Enterprise API | **Apr 17, 2027** |

---

## 4. Timeline by Page (Quick Reference)

When each **dashboard page** goes from mock → fully functional:

| Page | Sidebar Label | UI Shell | Fully Functional | Phase |
|------|---------------|----------|------------------|-------|
| Home / Feed | Home | ✅ Jul 2026 | **Nov 21, 2026** | 3 |
| Advanced Search | Search | ✅ Jul 2026 | **Oct 24, 2026** | 2 |
| Company Details | (from search) | ✅ Jul 2026 | **Sep 26, 2026** | 2 |
| Intent / Signals | Intent | ✅ Jul 2026 | **Nov 21, 2026** | 3 |
| Saved | Saved | ✅ Jul 2026 | **Nov 28, 2026** | 3 |
| Alerts | Alerts | ✅ Jul 2026 | **Dec 12, 2026** | 3 |
| Workflows | Workflows | ✅ Jul 2026 | **Feb 6, 2027** | 4 |
| Connectors | Connectors | ✅ Jul 2026 | **Jan 30, 2027** | 4 |
| Plan and Billing | Plan | ✅ Jul 2026 | **Dec 5, 2026** | 3 |
| Manage Subscription | Subscription | ✅ Jul 2026 | **Dec 5, 2026** | 3 |
| Users | Users | ✅ Jul 2026 | **Feb 13, 2027** | 4 |
| Settings | Settings | ✅ Jul 2026 | ✅ Jul 2026 (profile/password) | 0 |
| Login / Signup | — | ✅ Jul 2026 | ✅ Jul 2026 (email + Google) | 0 |
| Admin Data Upload | (new admin page) | ⬜ New | **Sep 19, 2026** | 2 |

---

## 5. User Roles — Implementation Timeline

| # | Capability | Admin | Manager | Member | Viewer | Implement By |
|---|------------|-------|---------|--------|--------|--------------|
| 1 | Login (email + Google) | ✅ | ✅ | ✅ | ✅ | **Done** Jul 2026 |
| 2 | Workspace + role in session | All | All | All | All | Sep 2026 |
| 3 | Search and view companies | ✅ | ✅ | ✅ | 👁 | Oct 2026 |
| 4 | Reveal contact email | ✅ | ✅ | ✅ | ❌ | Oct 2026 |
| 5 | Export CSV | ✅ | ✅ | ✅ | ❌ | Oct 2026 |
| 6 | Intent module access | ✅ | ✅ | ✅ | 👁 | Nov 2026 |
| 7 | Save search + alerts | ✅ | ✅ | ✅ | ❌ | Nov 2026 |
| 8 | Workflows | ✅ | ✅ | ✅ | ❌ | Feb 2027 |
| 9 | CRM connector setup | ✅ | ✅ | ❌ | ❌ | Jan 2027 |
| 10 | CSV/Excel data upload | ✅ | ❌ | ❌ | ❌ | Sep 2026 |
| 11 | User management (add/remove) | ✅ | ❌ | ❌ | ❌ | Feb 2027 |
| 12 | Billing and plan change | ✅ | ❌ | ❌ | ❌ | Dec 2026 |
| 13 | AI outreach generate | ✅ | ✅ | ✅ | ❌ | Mar 2027 |
| 14 | Enterprise API keys | ✅ | ❌ | ❌ | ❌ | Apr 2027 |

---

## 6. Effort Summary by Category

| Category | Done | Remaining (person-days) | Remaining (calendar weeks)* |
|----------|------|-------------------------|----------------------------|
| Auth and onboarding | 5/6 features | ~15 d | 2 w |
| Marketing website | 16/17 pages | ~5 d | 1 w |
| Email templates | 2/7 live | ~20 d | 2 w |
| Infrastructure and data pipeline | 0/12 | ~80 d | 8 w |
| Dashboard — Home | 0/8 functional | ~55 d | 4 w |
| Advanced Search + Company | 0/14 functional | ~90 d | 8 w |
| Intent module | 0/7 functional | ~45 d | 4 w |
| Saved and Alerts | 0/9 functional | ~55 d | 5 w |
| Workflows and Connectors | 0/12 functional | ~90 d | 8 w |
| User management and roles | 0/13 functional | ~60 d | 6 w |
| Billing and Stripe | 0/9 functional | ~50 d | 4 w |
| AI features | 0/9 functional | ~65 d | 6 w |
| Enterprise and API | 0/5 functional | ~40 d | 4 w |
| **Total** | **28 done** | **~670 person-days** | **~36 weeks** |

*\*Calendar weeks assume ~6.5 FTE working in parallel; not additive person-days.*

---

## 7. Recommended Build Order (Critical Path)

```mermaid
flowchart LR
    A["Aug: Infra + Scraper + CSV Upload"]
    B["Sep: Search + Company Profile"]
    C["Oct: Phase 2 GA"]
    D["Nov: Intent + Home Feed"]
    E["Dec: Saved Alerts Billing"]
    F["Jan-Feb: CRM Workflows Users"]
    G["Mar-Apr: AI Enterprise API"]

    A --> B --> C --> D --> E --> F --> G
```

| Order | Month | Focus | Ship |
|-------|-------|-------|------|
| 1 | Aug 2026 | PostgreSQL, OpenSearch, scraper pipeline, CSV upload, roles foundation | Internal alpha |
| 2 | Sep 2026 | Advanced Search companies, company profile, entity resolution | Internal beta |
| 3 | Oct 2026 | Brands/agencies/contacts tabs, export, usage limits | **Phase 2 GA** |
| 4 | Nov 2026 | Intent, home feed, saved searches, scoops | Beta |
| 5 | Dec 2026 | Alerts, Stripe billing, plan enforcement | **Phase 3 GA** |
| 6 | Jan 2027 | HubSpot + Salesforce OAuth | Beta |
| 7 | Feb 2027 | Workflows, user management, full RBAC | **Phase 4 GA** |
| 8 | Mar 2027 | AI opportunity + outreach | Beta |
| 9 | Apr 2027 | Enterprise API, Excel export | **Phase 5 GA 🚀** |

---

## 8. What Is Already Done (No Timeline Needed)

These shipped in **CHGREL-1255 (Jul 2026)**:

- ✅ Email sign-up and login
- ✅ Google sign-in
- ✅ Forgot / reset password
- ✅ Logout and session auth
- ✅ Settings — profile and password update
- ✅ All marketing and solution pages
- ✅ Contact Us and Book Demo (DB + email)
- ✅ Welcome and forgot-password email templates
- ✅ Dashboard sidebar and all page shells (mock data)
- ✅ Design system and email HTML templates

---

## 9. Assumptions & Notes

| # | Assumption |
|----|------------|
| 1 | Phase 2 starts **Aug 4, 2026** |
| 2 | Team of **~6.5 FTE** available |
| 3 | Existing **web scraper** integrated by end of Aug 2026 |
| 4 | **Email + Google auth** — no further auth provider work |
| 5 | Microsoft / Office 365 SSO **not in scope** |
| 6 | UI shells exist for all dashboard pages — effort is **backend + wire real data** |
| 7 | Estimates include **QA and bug-fix buffer** (~15% embedded in phase totals) |
| 8 | If team is **3 FTE instead of 6.5**, multiply calendar timeline by **~2×** (~72 weeks) |

---

## Document History

| Version | Date | Changes |
|---------|------|---------|
| 1.0 | 2026-07-28 | Initial feature timeline with all pages and estimates |