Appello Product Evolution

Chronological roadmap showing how each capability builds on the last. Read top-to-bottom to see the full dependency chain from foundation to operations.

Phase 0 — Complete
Spec Reconciliation
Cross-release audit of field naming, model consolidation, lifecycle patterns, decimal precision, permission groups, and conventions. 38 of 45 items are resolved — specs are clean and implementation can begin.
Full decision log → Continuity Audit →
✓ Ready to Build

38 / 45 done. 36 resolved, 2 intentionally skipped. The remaining 7 items are deferred — none block Phase 1 or 2:

● A5 + A9 — PO status/lifecycle pattern — blocked on PO v1 PR merge
● A10 + A11 — Inventory movement architecture — deferred until MAT-7 is in scope
● B1 — WorkOrderSigner vs SignatureRequest — pending Emma’s review
● B2 — WorkOrderOtherItem elimination — needs Chris review
● A13 — Multi-date work orders — needs research (sub-model vs JSON)

Release 1.33 — Phase 1
LEM Foundation — Rate Data Models
Structured cost vs. billable rates for labor, equipment, and materials. No blocking dependencies — can start immediately. Everything downstream prices off these rate tables.
Full 1.33 Timeline →
LEM-1Labor Rates
→
LEM-2Equip Rates
→
LEM-3aSchema+Service
⇄
LEM-3bUI (parallel)
Foundation
LEM-1
Labor Billable Rates
Add billableValue to TradeLevelRate. New Billable Rates tab in Employee Agreement. Cost vs. billable separation.
~3 daysOpen in timeline →
Design Plan
Foundation
LEM-2
Equipment Billable Rates
Category-level rates with per-equipment + per-job overrides. Editable rate types, resolution engine.
~5 daysDepends: LEM-1Open in timeline →
Design Plan
Foundation · Prerequisite
LEM-3a
Material Rates — Schema + Service
Migration (4 columns), MaterialPricingService, GraphQL resolvers. Pure backend. Hard prerequisite for WO-2.
~1 dayDepends: LEM-1Open in timeline →
Design Plan
Foundation · Parallel
LEM-3b
Material Rates — UI
MaterialPricingCard, MaterialGroup markup field, Job markup field. Parallel with WO-2/WO-3.
~1-2 daysDepends: LEM-3aOpen in timeline →
Design Plan
⚡ Capability Unlocked

Auto-pricing for work order line items across all three LEM categories. Labor hours × billable rate, equipment hours × equipment rate, material × sell price (from three-tier cascade). LEM combined report can show cost vs. billable for labor, equipment, and materials.

Release 1.33 — Phase 2
T&M Work Orders & Change Order Log
The highest-priority feature. 8 child specs covering job type config, line item tables, create/edit forms, detail pages, dashboards, conversion, and mobile creation. Uses LEM rates for auto-pricing.
Parent Spec →
WO-1Job Config
→
WO-2Line Items
→
WO-3Create/Edit
→
WO-4Detail Page
→
WO-5/6Logs
→
WO-7Conversion
→
WO-8Mobile
Foundation
WO-1
Job Type Configuration
isWorkOrder flag, WO-specific status workflow seeds, DataModel form configs, job list type filter.
~4 days6 filesOpen in timeline →
Design Plan
Foundation
WO-2
Line Item Tables
3 new Prisma models for labor, material, equipment line items with auto-pricing from LEM rate tables.
~5 days13 filesNeeds: LEM-1/2/3aOpen in timeline →
Spec Plan
Core UX
WO-3
Create/Edit Form
8-section flyout with line item editors, photo upload, signature capture, draft save. 4 sub-specs: WO-3a – 3d.
~6 days3 filesOpen in timeline →
Design Plan
Core UX
WO-4
Detail Page
WO-specific tabs (Overview, Line Items, Signatures) and header actions (Convert to CO, Generate Invoice).
~5 days5 filesOpen in timeline →
Design Plan
Dashboard
WO-5
T&M Work Order Log
Portfolio-wide WO list with labor hours summary matrix and status overview panels.
~5 days11 filesOpen in timeline →
Design Plan
Dashboard
WO-6
Change Order Log
Portfolio-wide CO dashboard with contract summary, status breakdown, and aging metrics.
~6 days12 filesOpen in timeline →
Design Plan
Conversion
WO-7
WO → CO / Invoice
One-click conversion from Work Order to Change Order or Invoice with pre-populated line items.
~4 days5 filesOpen in timeline →
Design Plan
Mobile
WO-8
Mobile WO Creation
5-step wizard with camera capture, touch signature, multi-draft, rich text. Sub-specs: WO-8a, WO-8b, WO-6 mobile.
~6 days13 filesOpen in timeline →
Design Plan
⚡ Capability Unlocked

Field workers create T&M work orders on-site (mobile), office staff manage and convert them to change orders or invoices (desktop). Full lifecycle from field capture to billing. Portfolio-level dashboards for WO and CO tracking.

Release 1.33 — Interactive Wireframes
Work Order UI Prototypes
Clickable HTML wireframes validating the UX before implementation.
Desktop
List Pages
Jobs list type toggle, T&M Log, CO Log — full Appello shell.
3 workflowsWO-1, WO-5, WO-6
View Wireframe
Desktop
Create/Edit Flyout
8-section flyout with all line-item editors, pricing summary, photos, signatures.
5 workflowsWO-2, WO-3
View Wireframe
Desktop
Detail Page & Conversion
Overview/Line Items/Signatures tabs, Convert to CO modal, Generate Invoice flow.
5 workflowsWO-4, WO-7
View Wireframe
Mobile v2
Mobile 5-Step Wizard
Revised per Clearstory gap analysis: 5 steps, summary, Prepare Signatures, PDF preview.
7 screens + 5 slideupsWO-8
View Wireframe
Release 1.33 — Equipment Track
Equipment Module Enhancements
Timesheet capture, variable rates, job P&L integration, invoicing, maintenance triggers & scheduling, daily checklists, and mobile QoL. All specs live in the appello-sdlc repo.
Full 1.33 Timeline → All designs →
UIS-15HTimesheets
→
UIS-15CVariable Rates
→
UIS-15AJob P&L
→
UIS-15BInvoicing
+ parallel
UIS-15DMaintenance
→
UIS-15GScheduling
+ parallel
UIS-15EMobile
Foundation
UIS-15H
Equipment Timesheet Capture
Equipment time as sibling to labor in timesheets, shared approval, mobile Log Time, tooltip + approval grid.
Open in timeline →
Design Plan
Foundation
UIS-15C
Equipment Variable Rates
Time-of-day windows, hour splitting, OT multipliers, attachment pricing, effective dating.
Open in timeline →
Design Plan
Core
UIS-15A
Equipment Job P&L
Map EquipmentCategory to AccountItem, SQL CTE for equipment costs in Financial Summary.
Open in timeline →
Design Plan
Core
UIS-15B
Equipment Invoicing
Generate Simple invoices from approved equipment time entries via Job or Equipment detail.
Open in timeline →
Design Plan
Maintenance
UIS-15D
Maintenance Triggers
Hour/calendar-based alerts, service logging, category > equipment cascade.
Open in timeline →
Design Plan
Maintenance
UIS-15G
Maintenance Scheduling
Schedule instances, calendar view, completion workflow, downtime tracking, cost/downtime reports.
Open in timeline →
Design Plan
Maintenance
UIS-15F
Daily Equipment Checklist
Digital inspections via SafetyForm system, defaultInspectionFormId on EquipmentCategory.
Open in timeline →
Design
Mobile
UIS-15E
Equipment Search & Mobile QoL
QR scanner, mobile detail views, quick actions, history tabs, start form.
Open in timeline →
Design Plan
⚡ Capability Unlocked

Equipment time tracked alongside labor in timesheets. Variable rates with time-of-day and attachment pricing. Equipment costs integrated into job P&L. Invoice generation from approved equipment time. Maintenance tracking with triggers, scheduling, and compliance. Mobile QR scanning and equipment detail views.

Backend Sprint — Parallel with 1.33
Material Supply Chain — Backend Infrastructure
Build all database models, GraphQL resolvers, and services for the entire material supply chain (MAT-0 through MAT-9). Seed with synthetic data and exercise end-to-end via MCP to prove every data manipulation works. No UI work — runs in parallel with Emma’s WO development.
LEM-3aPricing
→
MAT-0Supply Chain
→
MAT-1Customer PO
+ parallel
MAT-9Discounts
→
MAT-5Supplier PO
→
MAT-6Receiving
→
MAT-7Inventory
+ parallel
MAT-8Credits
What gets built

Database models, GraphQL resolvers, and services for all MAT features listed in Release 1.34 — MAT-0, MAT-1, MAT-2a, MAT-4, MAT-5, MAT-6, MAT-7, MAT-8, MAT-9 — plus LEM-3a (pricing cascade). No UI. Seeded with synthetic data and validated end-to-end via MCP.

Execution plan & checklist → Full feature specs (1.34) →

Release 1.34 — Phase 3: Foundation
Material & Supply Chain Foundation
Three-level supply chain model (Manufacturer → Distributor → Material), Customer PO entity, and LEM material consumption. This is the data layer everything in 1.34 builds on.
Full 1.34 Timeline →
MAT-0Supply Chain
→
MAT-1Customer PO
+ parallel ↓
MAT-2aConsumption Desktop
→
MAT-2bConsumption Mobile
Foundation — Root
MAT-0
Supply Chain Model
ManufacturerProduct + DistributorPrice models. Manufacturer company type. Products tabs on Company detail.
Score: 75-7 daysOpen in timeline →
Design Plan
Foundation
MAT-1
Customer PO Entity
Replace Job.purchaseOrder string with PurchaseOrder model. Multiple POs per job, PO detail page.
Score: 85-7 daysOpen in timeline →
Design Plan
Foundation
MAT-2a
LEM Consumption — Desktop
MaterialConsumptionEntry model, desktop entry, LEM combined report, P&L integration.
Score: 64-5 daysNeeds: MAT-0Open in timeline →
Design Plan
Mobile
MAT-2b
LEM Consumption — Mobile
Mobile stepped form for field workers to log material consumption per job per day.
Score: 43-4 daysNeeds: MAT-2aOpen in timeline →
Design Plan
⚡ Capability Unlocked

Material catalog linked to manufacturers and distributors with pricing. Customer POs tracked per job. Field workers log material consumption from mobile. Material costs flow into job P&L alongside labor and equipment.

Release 1.34 — Phase 4: Procurement
Procurement & Pricing
Price book import, mobile material requests, discount management, and supplier POs. Builds on the supply chain foundation to enable the full purchase-to-pay workflow.
MAT-3Price Book Import
+ parallel
MAT-4Material Requests
+ parallel
MAT-9Discounts
→
MAT-5Supplier PO
Procurement
MAT-3
Price Book Import
CSV/Excel import wizard for distributor pricing. Column mapping, preview, validation.
Score: 75-6 daysNeeds: MAT-0Open in timeline →
Design Plan
Mobile
MAT-4
Mobile Material Requests
Field-to-office request workflow. Mobile submission with photos, desktop inbox with triage.
Score: 75-7 daysOpen in timeline →
Design Plan
Procurement
MAT-9
Discount Management
DistributorDiscount with Global/Category/Product scopes. Cascading resolution for effective pricing.
Score: 53-4 daysNeeds: MAT-0Open in timeline →
Design Plan
Procurement
MAT-5
Supplier PO
Outbound POs to suppliers with PDF generation, email to vendor, auto-pricing from supply chain.
Score: 75-7 daysNeeds: MAT-0, MAT-3Open in timeline →
Design Plan
⚡ Capability Unlocked

Import distributor price books. Field workers request materials from mobile. Office staff create supplier POs with auto-pricing and email them to vendors. Discount cascading ensures best-price resolution.

Release 1.34 — Phase 5: Operations
Receiving, Inventory & Vendor Credits
The final layer: receive deliveries against POs, manage inventory stock, process vendor credits and returns. Completes the full procure-to-pay cycle with job cost integration.
MAT-6Receiving
→
MAT-7Inventory
+ parallel
MAT-8Vendor Credits
Operations
MAT-6
Receiving & Three-Way Match
Receive deliveries against POs. Partial/complete receipts, PO vs received vs invoiced matching.
Score: 54-5 daysNeeds: MAT-5Open in timeline →
Design Plan
Operations
MAT-7
Inventory Management
Stock tracking by location with receiving intake, job checkout, movement ledger, min/max alerts.
Score: 108-10 daysNeeds: MAT-6Open in timeline →
Design Plan
Operations
MAT-8
Vendor Credits & Returns
Returns workflow with credit memo tracking, job cost adjustment, AP reconciliation.
Score: 64-5 daysNeeds: MAT-6Open in timeline →
Design Plan
⚡ Capability Unlocked

Full procure-to-pay cycle complete. Receive deliveries, track inventory stock levels with min/max alerts, process returns and credits. Every material cost flows into job P&L. Three-way match (PO → Receipt → Invoice) ensures financial accuracy.

Competitive Intelligence
Market Analysis
Analysis
Clearstory Process Map
Full mapping of Clearstory’s product with side-by-side UIS-20 coverage matrix.
5 product areas12 recommendations
View Analysis
Critical
Mobile Gap Analysis
23 Clearstory mobile screenshots vs UIS-20h spec. 24 missing features identified.
24 gaps12 prioritized recs
View Analysis
Appello SDLC · April 2026 · 1.34 Manifest · 1.33 Manifest