DRAFT - Optimize my lovable knowledge base: CRITICAL: Power Automate Integration PDF Generation: Handled by Power Automate, NOT custom code Do not...
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## APPLICATION OVERVIEW Paperplane is a web application designed to simplify and optimize the estate planning process for new parents in Texas. It provides a user-friendly platform for creating legal documents, specifically wills, while ensuring access to professional attorney support at a fraction of traditional costs. ## CORE FEATURES - **User Registration and Authentication**: Users can sign up via email with OTP verification, allowing secure access to their estate planning sessions. - **Interactive Questionnaire**: A structured 51-question survey guides users through essential information gathering, with conditional logic to tailor questions based on user responses. - **Document Generation via Power Automate**: Upon successful payment, the system triggers a Power Automate workflow to generate a Word document for attorney review and a PDF version for the user, complete with watermarks. - **Attorney Review Scheduling**: Users can schedule a 30-minute Zoom consultation with an attorney through Calendly, ensuring personalized guidance. - **Mobile Notary Service**: Users can book a mobile notary who provides the final will, along with celebratory touches such as flowers and champagne. - **User Dashboard**: A secure area where users can track their document status, view drafts, and manage their estate planning process. ## DESIGN SPECIFICATIONS - **Visual Style**: Minimalist - Clean, simple design with abundant white space, a limited color palette, and an emphasis on typography to enhance readability and user engagement. - **Color Mode**: Light theme featuring dark text on light backgrounds to ensure clarity and comfort in reading. - **Layout**: A centered, responsive design with a maximum width of 1400px. The layout will incorporate generous padding, a clear visual hierarchy, and ample whitespace around content, ensuring ease of navigation. - **Typography**: - Headings: 'Fraunces', serif - Warm and approachable for titles and important sections. - Body Text: 'Satoshi', sans-serif - Modern and readable for general content. - Legal content will feature increased line height (1.6-1.7) for improved legibility. ## TECHNICAL REQUIREMENTS - **Framework**: React with TypeScript for type safety and component-based architecture. - **Styling**: Tailwind CSS will be used for utility-first styling, ensuring a consistent look and feel across the application. - **UI Components**: shadcn/ui library for ready-to-use components, enhancing development speed and UI consistency. - **State Management**: React Context API will be utilized to manage application state effectively without the complexity of Redux. ## IMPLEMENTATION STEPS 1. **Setup Project Environment**: Initialize a React project with TypeScript using Vite. 2. **Install Dependencies**: - Install Tailwind CSS for styling. - Install React Hook Form and Zod for form management and validation. - Install shadcn/ui for UI components. 3. **Create Database Schema**: Use Supabase to define tables for user sessions, responses, and email verification codes. 4. **Build User Authentication**: Implement email authentication with OTP using Supabase Auth. 5. **Develop the Questionnaire**: - Design the interactive questionnaire with conditional logic leveraging React Hook Form. - Ensure responses are saved incrementally to the database. 6. **Implement Payment Processing**: Integrate Stripe for transaction handling and set up webhooks to update user session statuses post-payment. 7. **Set Up Document Generation**: Configure Power Automate workflows to generate and store the Word and PDF documents. 8. **Create User Dashboard**: Design a secure dashboard for users to manage their documents and track progress. 9. **Integrate Scheduling**: Implement Calendly for attorney and notary bookings. 10. **Testing and Deployment**: Conduct thorough testing for functionality and usability before deploying on Lovable. ## USER EXPERIENCE Users will start their journey on the landing page, where they can easily register or join a waitlist. After email verification, they will engage with the interactive questionnaire guided by the AI assistant, Sully. The questionnaire will adapt based on their inputs, ensuring a seamless experience. Upon completion, users will be directed to payment and will have access to a personalized dashboard. Notifications will guide them through attorney consultation and notary booking, culminating in a celebratory conclusion of their estate planning journey.
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