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add new requested feats
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‎docs_content/index.md‎

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@@ -14,7 +14,9 @@ Welcome to the Sellrise platform documentation. Use the navigation to browse thr
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| **CRM** | Lead management PRDs (creation, inbox, pipeline, scoring, etc.) |
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| **Implementation** | Event logging and implementation audit details |
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| **Testing** | Integration testing guides (English & Indonesian) |
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| **New Features** | Upcoming features like the AI Scenario Generator |
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| **Phase 1 – Post-MVP** | Post-MVP feature requests such as the AI Scenario Generator |
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| **Phase 2 – Plasthic Additions** | Plasthic-specific PRDs covering patient service, webhook pipeline, photo management, CRM dashboard, compliance, onboarding, dashboard journey, reviews, and rewards |
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| **Phase 2 – Pre-Consultation Engagement** | Consultation funnel enhancements such as chatbot photo collection |
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Addendum: Scope of Work Addition

‎docs_content/phase-2-plasthic-additions/PRD_1_Patient_Service.md‎

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# PRD 1: Phlastic Patient Service (Core Engine)
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## Goal
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Build a standalone, AU-compliant microservice to manage patient PII and medical data, ensuring complete isolation from the Sellrise CRM.
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## Key Features
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- **Database Schema**: Implement `patients`, `patient_events`, `photos`, and `consent_records` tables.
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- **Compliance Layer**:
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- Encryption at rest (AES-256).
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- TLS 1.2+ for all API traffic.
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- Audit logging for every read/write operation.
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- **API Foundation**:
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- RESTful CRUD endpoints for patient management.
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- API Key authentication (min 32 chars, one per workspace).
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## Success Metrics
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- Service health check (`/health`) returns `{"status":"ok","db":"connected"}`.
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- Audit logs correctly record all patient data interactions.
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- Data is successfully encrypted in the database.

‎docs_content/phase-2-plasthic-additions/PRD_2_Webhook_Pipeline.md‎

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# PRD 2: Webhook & Data Pipeline
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## Goal
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Integrate Sellrise (System 1) with Phlastic Patient Service (System 2) to ensure seamless data flow while maintaining PII isolation.
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## Key Features
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- **Webhook Handler**:
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- Receive data from Sellrise chatbot.
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- Map chatbot answers to patient profile fields.
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- Store mandatory consent records (timestamp + IP + version).
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- **Upsert Logic**:
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- Merge data if patient (email + workspace) already exists.
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- Create `patient_updated` event on merge.
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- **Reference Mapping**:
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- Store `external_patient_id` in Sellrise.
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- Store `sellrise_lead_id` in Phlastic.
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## Success Metrics
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- Lead data from chatbot successfully populates Phlastic DB.
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- `consent_given=true` is verified before any storage.
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- `external_patient_id` is correctly updated in Sellrise lead record.

‎docs_content/phase-2-plasthic-additions/PRD_3_Photo_Management.md‎

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# PRD 3: Secure Photo Management
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## Goal
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Implement a secure, encrypted photo upload and retrieval pipeline for patient medical photos.
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## Key Features
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- **Direct Upload**: Upload photo directly from browser to Phlastic API (bypassing Sellrise).
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- **Storage Rules**:
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- Files stored in non-web-accessible directory.
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- UUID-based filenames (no PII in paths).
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- **Access Control**:
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- Authenticated API-only access.
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- No public URLs.
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## Success Metrics
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- Photo successfully uploaded and stored in encrypted path.
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- Photo binary can only be downloaded by authenticated staff.
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- Photo metadata (type, consent) is correctly stored in `photos` table.

‎docs_content/phase-2-plasthic-additions/PRD_4_CRM_Dashboard.md‎

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# PRD 4: CRM Unified View & Staff Dashboard
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## Goal
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Provide a unified view of patient data within the Sellrise CRM while keeping PII in the Phlastic service.
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## Key Features
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- **Unified View**: Fetch data from Phlastic API when staff views lead details in Sellrise.
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- **Pipeline Management**: Sync pipeline stages (`new` → `lost`) between Sellrise and Phlastic.
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- **Staff Actions**:
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- Add notes (`/patients/:id/notes`).
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- Update patient info directly from CRM.
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## Success Metrics
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- Sellrise CRM displays Sellrise data + Phlastic patient data seamlessly.
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- Pipeline stage changes are reflected in both systems.
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- Staff can add notes and update info without latency issues.

‎docs_content/phase-2-plasthic-additions/PRD_5_Compliance.md‎

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# PRD 5: Compliance & Data Lifecycle
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## Goal
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Ensure full compliance with the Australian Privacy Act 1988 (APP) through robust data lifecycle management.
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## Key Features
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- **Data Export**: Endpoint to export all patient data as JSON.
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- **Hard-Delete**: Permanently remove all patient data + photos.
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- **Soft-Delete**: Anonymize PII in Sellrise, keep `lead_id` + "deleted" status.
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- **Audit Logging**: Log every read/write operation for each patient.
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## Success Metrics
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- Hard-delete successfully wipes all data from DB and disk.
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- Soft-delete successfully anonymizes PII in Sellrise.
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- Audit log is accessible for specific patient IDs.

‎docs_content/phase-2-plasthic-additions/PRD_6_Cabinet_Auth_Onboarding.md‎

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# PRD 6: Patient Cabinet Authentication & Onboarding
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## Goal
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Implement secure patient access to the Phlastic Cabinet and a guided 7-step onboarding wizard.
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## Key Features
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- **Auth Flow**: Invite-based account creation, password hashing, and auto-login.
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- **Onboarding Wizard**: 7-step data collection process.
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- **State Management**: Track `onboarding_completed` and `onboarding_step` in `patients` table.
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## Success Metrics
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- Patients can successfully create accounts via invite links.
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- Onboarding progress is saved at each step.
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- Wizard completion triggers `onboarding_completed` event in `patient_events`.

‎docs_content/phase-2-plasthic-additions/PRD_7_Dashboard_Journey.md‎

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# PRD 7: Patient Dashboard & Journey Tracking
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## Goal
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Provide a personalized dashboard for patients to view their medical journey, upcoming services, and profile.
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## Key Features
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- **Dashboard**: Overview of service status, points balance, and next steps.
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- **Journey Tracking**: Timeline of `journey_entries` (e.g., "Consultation Booked", "Photos Uploaded").
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- **Profile Management**: View/edit personal info, avatar, and medical notes.
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## Success Metrics
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- Dashboard loads patient-specific data via Phlastic API.
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- Journey timeline accurately reflects `patient_events`.
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- Profile updates sync correctly to the Phlastic DB.

‎docs_content/phase-2-plasthic-additions/PRD_8_Staff_Services_Reviews.md‎

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# PRD 8: Staff, Services, & Reviews
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## Goal
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Manage medical staff, track patient procedures, and collect patient feedback.
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## Key Features
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- **Staff Management**: CRUD for doctors, nurses, and tour operators.
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- **Service Tracking**: Track procedure status (`planned`, `scheduled`, `completed`).
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- **Review System**: Patient-submitted reviews (1-5 stars) with approval workflow.
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## Success Metrics
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- Staff profiles are visible to patients.
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- Service status updates trigger `patient_events`.
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- Reviews are submitted, moderated, and displayed if `is_public=true`.

‎docs_content/phase-2-plasthic-additions/PRD_9_Rewards_Community.md‎

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# PRD 9: Reward System & Community
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## Goal
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Drive patient engagement through a points-based reward system and community interaction.
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## Key Features
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- **Reward Engine**: Award points for onboarding, reviews, referrals, and services.
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- **Community Groups**: Discussion forums for patients.
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- **Moderation**: Ability to approve/reject community posts.
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## Success Metrics
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- Points balance updates correctly in the dashboard.
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- Community posts are visible and moderated.
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- Reward history is logged in `rewards` table.

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