docuseal/docs/backlog/STORIES_INDEX.md

FloDoc Stories Index - All 42 Stories

📋 Complete Story List

Phase 1: Foundation (Stories 1.1 - 1.3)

#	Story	Focus	Time
1.1	Database Schema Extension	Create 3 new tables (institutions, cohorts, cohort_enrollments)	2-3 days
1.2	Core Models Implementation	ActiveRecord models with associations & validations	2 days
1.3	Authorization Layer Extension	Cancancan abilities for 3-portal access control	1-2 days

Phase 2: Backend Logic (Stories 2.1 - 2.8)

#	Story	Focus	Time
2.1	Cohort Creation & Management	TP admin creates/manages cohorts	4 hours
2.2	TP Signing Phase Logic	Prototype: Sign once, replicate to all students	4 hours
2.3	Student Enrollment Management	Bulk create student submissions	4 hours
2.4	Sponsor Review Workflow	Sponsor receives and reviews documents	4 hours
2.5	TP Review & Finalization	TP reviews all submissions, finalizes cohort	4 hours
2.6	Excel Export for Cohort Data	Export cohort data to Excel (FR23)	4 hours
2.7	Audit Log & Compliance	Track all actions for compliance	4 hours
2.8	Cohort State Machine	Workflow orchestration & state tracking	4 hours

Phase 3: API Layer (Stories 3.1 - 3.4)

#	Story	Focus	Time
3.1	RESTful Cohort Management API	CRUD APIs for cohorts	4 hours
3.2	Webhook Events	State change notifications	4 hours
3.3	Student API (Ad-hoc)	Token-based student access	4 hours
3.4	API Documentation	OpenAPI/Swagger docs	4 hours

Phase 4: Admin Portal (Stories 4.1 - 4.10)

#	Story	Focus	Time
4.1	Cohort Management Dashboard	Overview of all cohorts	4 hours
4.2	Cohort Creation & Bulk Import	Create cohorts + import students	4 hours
4.3	Cohort Detail Overview	Single cohort view with status	4 hours
4.4	TP Signing Interface	TP signing workflow UI	4 hours
4.5	Student Management View	Manage student enrollments	4 hours
4.6	Sponsor Portal Dashboard	Sponsor's cohort overview	4 hours
4.7	Sponsor Portal - Bulk Signing	Sign multiple documents at once	4 hours
4.8	Sponsor Portal - Progress Tracking	View completion status	4 hours
4.9	Sponsor Portal - Token Renewal	Session management for ad-hoc access	4 hours
4.10	TP Portal - Monitoring & Analytics	Cohort analytics dashboard	4 hours

Phase 5: Student Portal (Stories 5.1 - 5.5)

#	Story	Focus	Time
5.1	Student Portal - Document Upload	Upload required documents	4 hours
5.2	Student Portal - Form Filling	Complete form fields	4 hours
5.3	Student Portal - Progress & Draft	Save progress, resume later	4 hours
5.4	Student Portal - Submission Confirmation	Final submission UI	4 hours
5.5	Student Portal - Email Notifications	Email reminders & updates	4 hours

Phase 6: Sponsor Portal (Stories 6.1 - 6.2)

#	Story	Focus	Time
6.1	Sponsor Portal - Dashboard & Bulk Signing	Cohort overview + bulk sign	4 hours
6.2	Sponsor Portal - Email Notifications	Sponsor email workflow	4 hours

Phase 7: Testing & QA (Stories 7.1 - 7.5)

#	Story	Focus	Time
7.1	End-to-End Workflow Testing	Complete workflow validation	4 hours
7.2	Mobile Responsiveness Testing	Mobile/tablet compatibility	4 hours
7.3	Performance Testing (50+ Students)	Load testing with 50+ students	4 hours
7.4	Security Audit & Penetration Testing	Security validation	4 hours
7.5	User Acceptance Testing	PO/Management validation	4 hours

Phase 8: Infrastructure & Documentation (Stories 8.0 - 8.7)

#	Story	Focus	Time
8.0	Development Infrastructure Setup	Local Docker environment	4 hours
8.0.1	Management Demo Readiness	Demo scripts & validation	4 hours
8.5	User Communication & Training	Training materials	4 hours
8.6	In-App User Documentation	Help system in app	4 hours
8.7	Knowledge Transfer & Ops Docs	Operations documentation	4 hours

📊 Summary Statistics

• Total Stories: 42
• Total Estimated Time: ~168 hours (4 hours per story)
• Total Phases: 8
• Stories per Phase:
  • Phase 1: 3 stories
  • Phase 2: 8 stories
  • Phase 3: 4 stories
  • Phase 4: 10 stories
  • Phase 5: 5 stories
  • Phase 6: 2 stories
  • Phase 7: 5 stories
  • Phase 8: 5 stories

🎯 Quick Reference by Portal

Admin Portal (TP)

• Stories: 4.1, 4.2, 4.3, 4.4, 4.5, 4.10
• Focus: Cohort management, student enrollment, signing workflow

Student Portal

• Stories: 5.1, 5.2, 5.3, 5.4, 5.5
• Focus: Document upload, form filling, submission

Sponsor Portal

• Stories: 4.6, 4.7, 4.8, 4.9, 6.1, 6.2
• Focus: Review, bulk signing, progress tracking

Backend/Infrastructure

• Stories: 1.x, 2.x, 3.x, 7.x, 8.x
• Focus: Database, models, APIs, testing, deployment

📖 How to Use This Index

1. Find stories by phase - Use the phase numbers
2. Find stories by portal - Use the portal sections
3. Check time estimates - Plan sprint capacity
4. Cross-reference - Use story numbers with the presentation

🔗 Related Files

• stories-presentation.html - Full interactive presentation
• STORIES_SUMMARY.md - Quick user story reference
• README.md - Overview and usage guide
• QUICKSTART.md - Quick start instructions

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Generated: 2026-01-15 Source: docs/prd/6-epic-details.md