AI-Based Multi-Role Service Platform Development

platform development using AI tools Project Brief: Multi‑Role Service Platform Overview We are building a web-based platform that connects customers with service partners to manage multi‑step processes (“cases”). Customers select a service package, complete onboarding, submit documents, follow milestones, and make milestone‑based payments. Partners manage assigned cases, review documents, set tasks, and communicate via chat. An admin oversees everything—users, cases, payments, and analytics—with full financial control. The frontend is already built (≈90% complete) as a single‑page application (HTML/CSS/JS). We now need a full backend (API, database, file storage, real‑time messaging), a partner portal, an admin panel, and integration with external services (e‑signature, payment gateway). Minor frontend tweaks are also required to connect the UI to the live backend. What’s Already Done (Frontend) Program/service catalog browsing Registration & login (UI + local storage simulation) Multi‑step onboarding questionnaire Case creation and service selection Customer dashboard with: Milestone progress bar (dynamic) Document upload interface Task checklist Built‑in chat (UI only) Wallet and payment form (UI only) Event log & notifications Responsive design (mobile‑friendly) You will not build the customer frontend from scratch. Instead, you will: Replace mock/local‑storage data with real API calls Integrate actual e‑signature (e.g., DocuSign) and payment gateway (Stripe) Fix any remaining layout bugs What Needs to Be Built (Core Scope) 1. Backend API & Database Secure RESTful (or GraphQL) API with role‑based access control (customer, partner, admin) Database: PostgreSQL recommended (Supabase or self‑hosted) Authentication: email/password + JWT, optional 2FA for partners File storage: AWS S3, Cloudinary, or Supabase Storage Real‑time messaging: WebSockets (Socket.io) or Supabase Realtime Document versioning and audit trails Key Entities (generic schema): Users (customers, partners, admins) Cases (linked to a user, a package, and a partner) Packages / Programs (pre‑defined milestones, costs, requirements) Milestones (steps within a case with status, payment trigger) Documents (uploaded by customer or partner, with status) Tasks (assigned to customer by partner, with deadline) Messages (chat per case) Payments (transactions, refunds, payouts) Notifications (email + in‑app) Audit logs (all actions) 2. Partner Portal (Web Interface) Dashboard showing assigned cases with priority Case detail view: documents, tasks, milestones, chat Document review: accept, reject, or request changes Upload completed documents back to the system Create tasks for customers (with description and deadline) Chat with customers (real‑time) Track earnings and milestone progress 3. Admin Panel (Web Interface) Full oversight: list all users, cases, partners User management: add/remove/suspend partners and customers Case assignment: manually assign a partner to a case Financial dashboard: Process customer milestone payments (via Stripe Connect) Manage partner payouts and commissions Handle refunds Transaction history Analytics: master dashboard with KPIs (cases completed, revenue, partner performance, etc.) Configuration: manage packages, milestones, pricing rules 4. Integrations DocuSign (or HelloSign) for customer engagement agreements Payment gateway – Stripe Connect Email notifications – SendGrid, Mailgun, or SMTP File storage – cloud‑based with secure access 5. Deployment & DevOps Set up staging and production environments CI/CD pipeline (GitHub Actions or similar) Automated backups and monitoring Ensure scalability and security (HTTPS, rate limiting, input validation) Suggested Tech Stack (Flexible) We are open to your preferred stack, but we recommend: Layer Technology Backend Node.js + Express / Python + FastAPI / Ruby on Rails Database PostgreSQL (with PostGIS if needed) Real‑time Socket.io or Supabase Realtime File storage AWS S3 / Cloudinary / Supabase Storage Authentication JWT with refresh tokens Frontend (customer) Already built – Vanilla JS / HTML / CSS Partner/Admin Frontend React, Vue, or plain JS – we can discuss Payments Stripe Connect Email SendGrid / Mailgun User Roles & Workflow (Simplified) Customer Browses packages → selects one → registers Onboarding checklist (upload documents, sign agreement) Dashboard shows their case, milestones, next steps Can chat with assigned partner, view tasks, make payments Upon completion, downloads all final documents Partner Logs in to a dedicated portal Sees assigned cases with deadlines and priority Reviews submitted documents and acts on them (accept/reject/request changes) Creates tasks for customer (e.g., “Provide proof of address”) Communicates via chat Marks milestones as complete, triggering customer payments Views earnings and performance stats Admin Full access to all cases and users Assigns partners to cases (or automated assignment) Controls financial flows: approve payouts, issue refunds Manages platform settings (packages, milestones, commissions) Accesses master analytics dashboard (revenue, case completion rates, etc.) Core Features Summary Backend & Database User authentication & role management Case lifecycle (create, update, status, milestone tracking) Document upload, storage, retrieval, versioning Task creation, assignment, deadlines Real‑time chat per case Payment handling (intent creation, webhooks for confirmation/refund) Notification system (email + in‑app) Audit logging for all actions API documentation (Swagger/Postman) Partner Portal Login with role‑based access Dashboard with case list, filters, priority indicators Case detail view with tabs: overview, documents, tasks, chat Document review interface (accept/reject with comments) Task creation form (title, description, deadline) Chat widget integrated with case Milestone status update (complete milestone, trigger payment) Admin Panel Admin login and dashboard User management (list, search, creat