Ruby on Rails Programmers (ONLY)

System Overview

In this project, you will be creating a sales tracking application called the Webco Sales Tracker, similar to commercial applications such as SalesForce. The system will use a simplified sales pipeline model that has three stages: qualifying, quoting, and invoicing.

The workflow for the system is as follows. A potential customer, sometimes called a prospect, accesses the Webco customer facing portal and expresses interest in the service by filling out a form that includes their geographic area as well as details of their needs. The sales person from that geographic area uses the internal portal to review the request and marks the request as being in the qualifying stage.

• Qualifying: This is the initial stage after a sales person has reviewed a customer request. The application will allow the sales person to create time-stamped notes during the process. If it is determined that this is a real opportunity, the process enters the quoting stage.

• Quoting: In this stage, the salesperson develops an estimate of the likely cost or price. The salesperson should use the time: stamped notes feature to record phone calls, meetings & internal notes as the sale progresses. The result from this stage is a quote to give the customer. This quote can be revised any number of times. Ideally, each version of a quote should be saved for later review. If the quote is accepted, the process enters the invoicing stage.

• Invoicing: In this stage, the quote is transformed into an invoice. Invoicing in this system is simple (no progress billing). When the invoice is paid, the process is closed.

A sales manager should be able to view the entire sales pipeline for any sales person in a report. The report should show (at a minimum) the potential customer, the current stage of the sales process, and any notes that the sales person has made. In a separate report, the manager should be able to view closed sales and total revenue for either a single sales person or the entire organization. The sales report should allow the manager to choose a date range to limit the data displayed.

The services offered by the Webco are shown in the table below.

Service	Description	Rate
Web design	UI design of web pages (deliverable is design, not implementation)	$100/hr, minimum 2 hours
Marketing consulting	Providing assistance in developing a marketing strategy	$1000/day
Website implementation	Full implementation of a database-backed web application	$150/hr per developer assigned, minimum 4 hours

The minimum charge for a project, regardless of the detailed estimate of effort, is $2000.00 before taxes. This should be used as part of the qualifying process. For example, a potential customer who only needs a single web page designed would not be a good prospect since the overall charge might be $200 - well below the minimum project charge. There should be enough information gathered in the initial request form to get an idea of the scope of the project. A quote should contain the services requested, estimates of time for each service, the charge for each service, and the total charge.

Although the company is providing a service, taxes are to be applied to the final invoice at the rate of 8.25%.

I NEED HELP WITH THE FOLLOWING BELOW.

Customer facing portal initial implementation

Initial design (UI and backend) for customer facing portal

UI mockups if needed

Initial UML and ERD for the portal (NOT the full system)

All related use cases implemented.