budget
1000
timeline
1 week
description
# PROJECT SCOPE: POS-Integrated Mobile Apps, Online Ordering & Admin Portal
**Project:** Integrated Digital Ordering System (Mobile & Web)
**Vendor:** Novatech
**Date:** January 25, 2026 (Updated February 11, 2026)
**Total Budget:** $6,000 USD (Fixed Price)
**Timeline:** 4–6 Weeks
**Status:** Scope LOCKED - Final Technical Scope approved by client
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## 1. Executive Summary
Novatech will develop and deploy a suite of customer-facing applications (iOS, Android, Web) and a Merchant Admin Portal. These systems will integrate directly with the client's existing Windows-based Delphi POS system via its SQL Server database. The POS remains the single source of truth. The project encompasses full UI/UX development, payment gateway integration (Authorize.net), in-store terminal integration via an existing local bridge service, and advanced customer engagement features including targeting, loyalty automation, and scheduled ordering.
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## 2. Core Constraints & Architecture
* **Single Source of Truth:** The existing Windows POS governs all inventory, sales data, and ticket statuses.
* **Integration Method:** Direct SQL Server database access (Read/Write) to specific legacy tables. No POS API or SDK exists.
* **Database Constraints:**
* No schema changes allowed.
* Writes must follow existing business logic and ticket lifecycle rules.
* Vendor assumes responsibility for transaction safety.
* **Terminal Bridge:** The client provides the bridge service for Verifone/Ingenico terminals. Novatech acts as the consumer of this service, not the builder.
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## 3. Scope of Work (Deliverables)
### A. Customer Mobile Apps (iOS & Android)
* **Technology:** React Native (Single codebase, production-ready).
* **Features:**
* Menu browsing (synced with POS inventory).
* Cart management with upselling suggestions.
* User accounts/History with loyalty point display.
* Checkout flow with scheduled order support.
* Push notifications (order status + marketing).
* Loyalty point earning and redemption.
* **Payments:** Authorize.net integration (Tokenization only, no card data storage).
* **POS Sync:** Orders inserted directly into POS ticket tables; status updates pulled from POS; loyalty data synchronized.
### B. Customer Online Ordering Website
* **Technology:** Modern responsive web stack.
* **Features:**
* Responsive design (Desktop/Mobile web).
* Full menu and ordering capabilities mirroring mobile apps.
* Homepage banner carousel with targeting logic.
* Scheduled order support.
* Loyalty point display and redemption.
* **Payments:** Authorize.net integration.
* **POS Sync:** Real-time synchronization of orders, stock status, and loyalty data.
### C. Merchant / Admin Web Portal
* **Features:**
* Dashboard for viewing live orders.
* Operational views based on accessible POS tables.
* Payment validation status (Authorize.net).
* **Customer Targeting:** Filter push notification recipients by Total Spend, Visit Frequency, and Recency.
* **Menu Management:** Enable/disable items and categories via backend overlay (POS untouched).
* **Inventory Visibility:** Read-only inventory/item availability visibility.
* **Marketing Tools:** Banner targeting, automated birthday rewards.
* **Bridge Integration:** Interface to trigger/monitor requests to the local Verifone/Ingenico bridge and post results to the POS.
### D. Integration Layer (Backend)
* Secure service to mediate between the Apps/Web and the local POS SQL Server database.
* Handles credential management (DB credentials never exposed to client apps).
* Implements all safety protocols (logging, concurrency, idempotency).
* **Enhanced Features:** Includes CustomerProfile and MarketingRule entities for customer targeting and marketing automation.
* **Database-Only Approach:** Loyalty integration, inventory checks, and payment processing via SQL queries only (no POS source code changes).
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## 4. Technical Delivery & Safety Protocols (Mandatory)
*Per client requirements, the following technical standards are strictly enforced:*
### Delivery Formats
1. **Backend/Integration Layer:** Must be delivered as a **Self-Installing Windows MSI** installer for easy deployment on the POS server.
2. **Mobile Apps:** iOS and Android apps must utilize **Push-Button CI Pipelines** (e.g., GitHub Actions, Bitrise, or Fastlane) for reproducible, automated builds.
3. **Web Platforms:** Online Ordering and Admin Portal must be deliverable via a **Single Scripted Deployment** or automated pipeline (no manual local builds).
### Safety & Data Integrity
1. **Idempotency:** All write operations (order insertions, payment postings) must utilize **Idempotency Keys**. The backend must check for prior processing of unique request keys to prevent duplicate tickets/charges during network retries.
2. **Concurrency Control:** **Ticket State Re-validation** is required. The system must read the current ticket state immediately before writing. If the state has changed since the transaction started, the write must abort/retry to prevent race conditions.
3. **Schema Mapping:** Fixed price includes detailed mapping to the legacy database schema (provided as `INIRestaurantManual.pdf` and `INI_Restaruant.Bak`).
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## 5. Payment Integrations
### Online / Mobile (Mandatory)
* **Provider:** Authorize.net.
* **Method:** Tokenization only.
* **POS Action:** Post payment records directly to POS ticket tables using defined tender types. Support for partial and full payments.
### In-Store Terminals
* **Hardware:** Verifone & Ingenico.
* **Method:** Integration via **Client-Provided Bridge Service**.
* **Novatech Responsibility:**
* Send payment request to Bridge.
* Consume/Validate response.
* Write confirmed result to POS SQL Server.
### Clover
* **Status:** Existing POS-initiated only. No changes required.
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## 6. Timeline & Milestones (6 Weeks)
**Total Budget:** $6,000 USD.
**Terms:** Milestone-based payments.
| Milestone | Deliverable | Cost | Timeline | Status |
| :--- | :--- | :--- | :--- | :--- |
| **M1: Setup & Arch** | Kickoff, Architecture finalized, Repo setup, **POS SQL Server connectivity verification** (using provided .BAK/Schema). | **$800** | Wk 1 | ✅ COMPLETED |
| **M2: Mobile Apps** | iOS/Android UI, Order flow, Authorize.net integration, **POS Sync (Orders/Inventory/Loyalty)**, Push Notifications, Customer Targeting. | **$1,800** | Wk 4 | 🔄 IN PROGRESS |
| **M3: Web Ordering** | Responsive Website, Web Payments, POS Sync, Scheduled Orders, Banner Targeting. | **$1,200** | Wk 5 | ⏳ PENDING |
| **M4: Admin Portal** | Merchant Dashboard, **Bridge Integration**, Customer Targeting, Menu Management, Inventory Visibility. | **$1,000** | Mid Wk 6 | ⏳ PENDING |
| **M5: QA & Deploy** | End-to-End Testing, Bug Fixes, **MSI Delivery**, **CI/CD Pipelines handover**, Production Deployment. | **$1,200** | End Wk 6 | ⏳ PENDING |
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## 7. Out of Scope
* Building the Verifone/Ingenico Terminal Bridge service (Client provides this).
* Re-writing or modifying the source code of the existing Delphi POS.
* Modifying the existing SQL Server Database Schema (DDL).
* Hardware procurement.
* Distance/Location-based targeting (nice-to-have, not mandatory).
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## 8. Client Inputs (Provided)
* SQL Server Database Backup (`INI_Restaruant.Bak`) and Credentials.
* POS User Manual & Schema Documentation (`INIRestaurantManual.pdf`).
* Authorize.net API Keys (Sandbox/Prod).
* Terminal Bridge Endpoint Documentation.
* Branding Assets.
* **API Documentation** for terminal bridge (to be provided prior to Milestone 5).
* **Hardware Details** for in-store terminal integration (to be provided prior to Milestone 5).