M3 — Design and Develop the Issuing Functionality¶
SOW Deliverable(s): D2b (Design), D3b (Developed components), D4b (Test evidence) Requirement source: SOW Appendix 1 — FR1 (Credential Issuing); FR8 (Reporting, issuance scope); INT1, INT2, INT5, INT6; NFR4 (CI/CD); NFR3 (initial hardening)
Tasks¶
Each task has its own detailed task file in this folder — where a detailed implementation breakdown already existed in the repo, it was moved here rather than rewritten (noted below).
| ID | Task | SOW Ref | Requirement Clarity | Dev Status | Task File |
|---|---|---|---|---|---|
| M3-00 | (overview) Employee credential management — cross-cutting overview | FR1 | ✅ | 🟢 | M3-00-employee-credential-management-overview.md — moved from existing doc |
| M3-01 | Credential template management (past-employment for MVP, extensible) | FR1 | ✅ | 🟢 | M3-01-credential-template-management.md — moved from existing doc |
| M3-02 | Manual credential issuance web form | FR1 | ✅ | 🟢 | M3-02-manual-credential-issuance-form.md |
| M3-03 | CSV batch credential upload | FR1 | ✅ | 🟢 | M3-03-csv-batch-credential-upload.md — moved from existing doc |
| M3-04 | Velocity Credential Agent integration for issuance | FR1, INT1 | ✅ | 🟢 | M3-04-velocity-credential-agent-integration.md |
| M3-05 | Configurable offer email + claim landing page | FR1 | ✅ | 🟢 | M3-05-offer-email-claim-landing-page.md + M3-05-implementation-summary.md — both moved from existing docs |
| M3-06 | QR code / deep-link claim journey (mobile + desktop) | FR1, INT2, INT6 | ✅ | 🟢 | M3-06-qr-deeplink-claim-journey.md — moved from existing doc |
| M3-07 | Candidate search & candidate record view (issuance) | FR1 | ✅ | 🟢 | M3-07-candidate-search-record-view.md |
| M3-08 | CSV export of issued credentials & claim status | FR1 | ✅ | 🟢 | M3-08-csv-export-issued-credentials.md |
| M3-09 | Organisation branding on issuing pages | FR5 (issuing-specific) | ✅ | 🟢 | M3-09-org-branding-issuing-pages.md |
| M3-10 | Admin dashboard — user stats & integration health | FR8 | ✅ | 🟡 | M3-10-admin-dashboard-stats.md — moved from existing doc |
| M3-11 | Audit reporting — user activity / data-change logs | FR8 | ✅ | 🟡 | M3-11-audit-reporting.md |
| M3-12 | Reminder emails for unclaimed credential offers | FR1 | ✅ | 🟢 | M3-12-reminder-emails.md |
| M3-13 | CI/CD pipeline for automated deployments | NFR4 | ✅ | 🟡 | M3-13-cicd-pipeline.md |
| M3-14 | Initial security hardening pass | NFR3 | ✅ | 🟡 | M3-14-initial-security-hardening.md |
| M3-15 | Functional/Technical Design Document | D2b | ✅ | ❌ Not started | M3-15-functional-technical-design-document.md |
| M3-16 | Test Evidence | D4b | ✅ | ❌ Not started | M3-16-test-evidence.md |
Notes¶
FR1 (Credential Issuing) is the single most mature area of the platform — nearly every sub-item already has a working demo, which lines up with today's successful client demo. The open items here are reporting completeness (M3-10/11) and finishing the deployment pipeline (M3-13), not net-new feature work.