project replication back end WP and improvement on laravel

camcap markets FEATURES Implement the following features on the existing WordPress site to the new Laravel Portal • Cron job • analytics on email sent adhocs/weekly research • client registration • client allocation 4 level of rights (view and action are different with the rights) 1. Developer all rights and menu under WP Has full administrator right more than any other person Laravel modification for client area - NOTHING 2. Admin user has all right but menu for Dev hidden client allocation, upload of pdf Has fewer privileges than the Developer in WordPress admin. Laravel Modification: a. Client registration approval b. Client allocation to Companies c. Generates email for all users d. Client portfolio management (attached to each subscriber – client) – Create, Read, Update, Delete e. Client products Management – Create, Read, Update, Delete AVAILABLE NOTES TRADE IDEAS MARKET COMMENTARY Allocation of clients (subscribers) to company users Upload to files: Client (subscriber) portfolio Market commentary doc (for cron job auto-mail send) 3. Company has same as admin but restricted to only clients allocated to the company user Company use can see his clients Can send an email or Adhoc email to his own client and other admin and companies 4. Client subscriber view only EXPLANATION the main issue is the management of the document upload, classification with pdf/png format, classification, and limitation of managing them over time. the process is slow and time-consuming. The upload would be done by drag and drop and file management should be clear and easy registration the process is good but managing them under WP once registered can be lengthy we would need a more compact view (kind of excel type) client receives through a Cron job a weekly email every Monday. look back max 6 days so no double sending the client has access to a private area through registration and has access to 4 area/tab portfolio ( products that the client has subscribed) – uploaded to client profile market commentary( common to all clients) the Cron job over the weeks trade idea ( common to all clients) available note (common to all clients) the important goal here is to make sure that the management view of the product is user friendly so subscribers are happy to log in as company users and use the platform additional development not in the project but the developer should be aware when the project is developed with the help of a spreadsheet excel and formula product of all the clients would be monitored if an underlying is reaching a certain level (defined on the spreadsheet) we would be notified. The spreadsheet would be integrated for any line (product) of the portfolio area with API to Bloomberg to imports quotes