Documentation Index

Fetch the complete documentation index at: https://grantmaster.dev/llms.txt

Use this file to discover all available pages before exploring further.

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Feature Catalog

This catalog serves as a functional index for all 31 feature modules in the GrantMaster platform. Each feature lives under src/features/<name>/ with its own components, hooks, services, and context.

Two documentation layers: This file is the product-facing catalog (what each feature does, for PMs and stakeholders). Each feature also has an engineering reference doc (src/features/<name>/<name>.md) covering service contracts, data models, and EventBus events.

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Engineering Doc Quick Reference

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1. Grant Management (grants)

End-to-end lifecycle from opportunity discovery through post-award management.

• Grant Discovery — Searchable database of global funding opportunities (Foundations, Government, Multilaterals) with filtering and smart matching.
• Grant Pipeline — CRM-style Kanban board for tracking prospects, weighted probability scoring, tasks, documents, and activity logs per pipeline entry.
• Proposal Workspace — Application management with document collaboration, internal review cycles, and submission tracking.
• Post-Award Management — Active grant administration including donor requirements, reporting deadlines, disbursement tracking, and compliance status monitoring.

Key components: GrantDiscoveryPage, GrantTrackingPage, GrantApplicationPage, PostAwardPage Services: GrantService, grantDataAccess Context: GrantProvider with selector hooks (useGrantOpportunity, usePipelineEntry, useActiveGrant)

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2. Grantor & Funder Relationship Management (grantors)

Comprehensive Funder Relationship Management (FRM) system for tracking grantor relationships, interactions, and compliance.

• Grantor-contact integration with engagement scoring
• CRM-style interaction logging (meetings, calls, emails) with sentiment tracking
• Reporting deadline calendar and reminders
• Portfolio analytics and funding trend analysis
• Compliance matrix showing requirement adherence across grantors

Key components: GrantorAnalyticsTab, ReportingCalendarTab, RelationshipsTab, ComplianceMatrixTab, GrantorPortalTab Services: GrantorRelationshipService, GrantorAnalyticsService, ReportingCalendarService Hooks: useGrantorInteractions, useReportingDeadlines, useGrantorAnalytics

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3. Project Engine (projects)

Full project lifecycle management from creation through archival, with templating, phase gating, and stakeholder portal access.

• Task management with interdependencies and milestone tracking
• Phase-based workflow with validation gates (Initiation → Planning → Execution → Closing)
• Multi-currency budget setup with line-item tracking per project
• Compliance and deliverables tracking tabs
• Project templates for reuse across the organization
• Stakeholder portal with external-facing project views
• Deadline management and reminder scheduling
• Project comparison and benchmarking tools

Key components: Projects, ProjectPhaseManagement, ProjectTemplateManager, ProjectBudgetTab, ProjectComplianceTab, ProjectDeliverablesTab, ProjectTimelineTab, ProjectStakeholderPortalTab Services: ProjectService, PortalTokenService, deadlineService, deadlineReminderService, phaseValidationService, projectComparisonService, projectTemplateService Context: ProjectProvider with selector hooks (useProject, useProjectsByPhase, useActiveProjects, useArchivedProjects)

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4. Impact Measurement (impact)

Strategic impact measurement with mission pillar tracking and organizational outcome analytics.

• Mission pillar definition and alignment mapping
• Target configuration for key impact indicators
• Mission analytics dashboard for visualizing progress against strategic goals
• M&E (Monitoring & Evaluation) indicator integration with donor-specific output metrics

Key components: StrategicImpact, MissionPillarCard, ConfigureTargetsDialog, MissionAnalytics

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5. Financial Controls (expenses)

Real-time expense management with multi-stage approval workflows and compliance checking.

• Expense submission with receipt upload and categorization
• Real-time spending analysis against grant allocations
• Multi-stage approval workflows for high-value procurement or travel
• Automated compliance checking against grant rules
• Project-level, status-level, and date-range expense selectors
• Expense audit trail with flagging for review

Key components: Expenses, ExpenseAudit, ExpenseActionModal, ComplianceCheckModal Context: ExpenseProvider with selector hooks (useExpensesByProject, usePendingExpenses, useFlaggedExpenses, useExpensesByDateRange)

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6. Time Tracking & Journals (journals)

Project-scoped journals and monthly journal submissions for HR cost allocation and effort tracking.

• Daily time entry with timer support and calendar grid view
• Weekly matrix view for cross-project time allocation
• Monthly journal submissions with validation and manager approval
• Bulk approval workflows for managers
• AI-assisted journal generation from activity data
• PDF export for payroll and donor reporting

Key components: CalendarGrid, WeeklyMatrix, EntryList, AuditPanel, TraditionalJournalModal, JournalPDF, DraftsList, SubmissionHistory, ValidationPanel Services: bulkApprovalService, journalWorkflowService, timerService Context: JournalProvider with selector hooks (useJournalsByProject, usePendingJournals, useJournalsThisWeek)

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7. Billing & Subscriptions (billing)

Subscription management, usage-based billing, and Stripe payment integration.

• Stripe-based subscription lifecycle (create, upgrade, downgrade, cancel)
• Payment method management (add, remove, set default)
• Usage tracking and aggregation for metered features
• Usage alerts and threshold notifications
• AI credit balance and transaction management
• Module-level billing for extension marketplace

Key components: Billing Services: billingService, stripePaymentService, subscriptionService, usageTracking, usageAggregation, usageAlerts, creditService, stripeModuleBilling

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8. AI & Intelligence (ai)

AI-powered assistance using Google Gemini via Genkit for grant writing, compliance analysis, and organizational intelligence.

• Conversational AI grant assistant with contextual awareness
• RAG (Retrieval-Augmented Generation) service for document-grounded answers
• Automated report generation from project data
• Role change recommendations based on organizational patterns
• Compliance requirement extraction from grant agreements
• Prompt library with customizable templates
• Chat history persistence for session continuity

Key components: AIAssistantPage, AIInsightsPage, GrantAssistant, AIAssistantSidebar, WelcomeScreen, ChatMessage, DigestTab, DocumentQATab, PredictionsTab Services: geminiService, ragService, reportGeneration, roleChangeRecommendations, complianceExtractionService, chatHistoryService, promptLibraryService Removed (April 2026): AIGrantMasterPage (consolidated into AIAssistantPage), visionService (dead code)

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9. AI Agent Framework (agents)

Autonomous agent execution framework for multi-step AI workflows with credit-based quota management.

• Agent definition and registration system with category grouping
• Step-by-step agent execution with status tracking and error handling
• Agent tool registry for extensible tool capabilities
• Credit-based quota management with reservation system
• Escalation handling for human-in-the-loop decisions
• Agent run dashboard with detailed execution history

Key components: AgentDashboard, AgentRunDetail, CreditUsageWidget, AgentAttributionBadge Services: AgentExecutionService, AgentToolRegistry, AgentQuotaService, AGENT_DEFINITIONS Hooks: useAgentRuns

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10. Compliance & Audit (compliance)

Organization-wide compliance monitoring, audit logging, and policy management.

• Real-time compliance dashboard with trend visualization
• Audit log viewer for all critical system events
• Compliance policy editor with AI-assisted extraction from grant agreements
• Project-level compliance overview and scoring
• Grantor-specific compliance rule tracking
• Expense and journal compliance verification
• External auditor access management and report generation
• AI processing log viewer for transparency

Key components: ComplianceDashboard, ComplianceConsolidated, ComplianceTrendViewer, AuditLogViewer, CompliancePolicyEditor, CompliancePolicyExtractor, CompliancePolicysList, ComplianceReportsView, ProjectComplianceOverview, AIProcessingLogViewer Services: complianceService, complianceMonitoringService, auditLogService, auditService, auditEventSubscriber, auditorAccessService, auditorReportService, expenseAuditService, journalComplianceService, GrantorComplianceService Context: ComplianceProvider

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11. Auditor Review (auditor)

Dedicated external auditor interface for reviewing organizational reports with role-based access control.

• Auditor review panel with report type filtering (financial, compliance, activity)
• Permission-guarded access ensuring only authorized auditors can view data
• Report display with contextual filter controls
• Empty state handling for periods with no reports

Key components: AuditorReviewPanel, FilterControls, ReportDisplay, PermissionGuard, PanelHeader

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12. Document Brain (documents)

Intelligent document management system with AI-powered classification, folder hierarchy, and approval workflows.

• Centralized document library with nested folder hierarchy
• Drag-and-drop upload with automatic AI classification
• Version history timeline for document evolution tracking
• Approval workflow (Draft → Review → Approved) with action logging
• Template library for common NGO document types
• Deadline extraction from grant agreements
• Smart recommendation engine for related documents and gap analysis
• Personal document vault (My Documents) and organization-wide library
• Sensitivity levels and compliance area tagging

Key components: DocumentBrainPage, DocumentBrowser, DocumentCard, FolderCard, SmartUploadDropzone, ClassificationConfirmModal, DocumentDetailPanel, GapAnalysisWidget, PersonalDocumentVault, OrganizationDocumentsTab Services: DocumentBrainService, DocumentFolderService, DocumentClassificationService, RecommendationEngine Context: DocumentBrainProvider with hooks (useDocumentBrain, useCurrentFolderDocuments, useDocumentStats)

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13. HR & Team Management (users)

Comprehensive employee/team lifecycle management including staffing, training, cost allocation, and organizational structure.

• Employee directory with skills tracking and organizational roles
• User invitation, onboarding, and deactivation workflows
• Org chart visualization with reporting hierarchy
• Staff assignment planner and capacity heatmap
• Effort certification for grant-funded positions
• Volunteer management module
• Training dashboard and record keeping
• User documents dashboard (contracts, certifications)
• Cost allocation across grants and projects
• Contractor management
• Time-off tracking and team member request workflows
• User preferences and profile management
• Payroll export service

Key components: Users, UserDetail, UserProfile, UserPreferences, InviteUserModal, OrgChartDashboard, StaffAssignmentPlanner, StaffingOverview, EffortCertificationDashboard, VolunteerManagement, TrainingDashboard, UserDocumentsDashboard, CostAllocationDashboard, CapacityDashboard, ContractorsDashboard Services: UserService, UserPreferencesService, UserDocumentsService, ContactService, CostAllocationService, EffortCertificationService, PayrollExportService, StaffAllocationService, TrainingService, VolunteerService, OrgChartService, ContractorService, CapacityService, timeOffService, teamMemberRequests Context: UserProvider with selector hooks (useUser, useUsersByRole, useActiveUsers, useCurrentUser, useUsersByManager)

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14. Organization Management (organizations)

Multi-organization support with classification taxonomy, creation wizards, and institutional profiling.

• Organization creation wizard with guided setup
• Multi-dimensional classification system (sector, geography, scale, legal/fiscal, operational model, SDGs)
• Classification completeness scoring and migration utilities
• Organization edit modal with tabbed interface
• Tenant classification service for persisting and querying classification data

Key components: CreateOrganizationWizard, OrganizationEditModal, OrganizationCard, ClassificationWizard, QuickClassificationModal, EditClassificationModal, ClassificationCompletenessCard, RoleSelector, SectorSelector, GeographySelector, SDGSelector Services: TenantClassificationService Hooks: useOrganizationForm, useTenantClassificationForm

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15. Contact & Relationship Management (relations)

CRM-style contact management with analytics, segmentation, and interaction tracking.

• Contact analytics dashboard with engagement metrics
• Cross-contact interaction timeline and feed
• Dynamic and static contact segmentation for targeted outreach
• CSV/JSON import and export capabilities for bulk operations

Key components: ContactAnalyticsDashboard, InteractionsTab, SegmentsTab, ImportExportTab Services: contactAnalyticsService, interactionFeedService, segmentService, importExportService Hooks: useContactAnalytics, useInteractionsFeed, useSegments

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16. Reports & Exports (reports)

Report generation, template management, scheduling, and multi-format export.

• Report builder with configurable templates
• Scheduled report generation with automated delivery
• Funder-specific reporting templates for donor compliance
• Multi-format export (PDF, Excel, Word) via downloads manager

Key components: Reports, ReportTemplates, ScheduledReports, Exports, ExportsDownloads, FunderReportingTemplates

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17. Dashboard & Analytics (dashboard)

Customizable dashboard with role-based templates and widget system.

• Role-based dashboard tab configuration
• Drag-and-drop template canvas for widget layout
• Widget library with add/remove modal
• Dashboard template editor for administrators

Key components: DashboardTemplateEditor, RoleTabsSection, TemplateCanvasSection, ActionsSection, AddWidgetModal, DashboardTabs

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18. Email Management (email)

Transactional email administration via Postmark integration with template management and delivery analytics.

• Email template management (create, edit, preview)
• Delivery activity monitoring and status tracking
• Suppression list management for bounced/unsubscribed addresses
• Email statistics dashboard with delivery metrics

Key components: EmailManagement (with sub-tabs: TemplatesTab, ActivityTab, SuppressionTab, EmailStatsCards)

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19. Command Palette (command-palette)

Unified command center providing instant access to navigation, creation, and contextual actions from anywhere in the app.

• Keyboard-triggered command palette (Cmd+K / Ctrl+K)
• Navigation actions for quick page jumping
• Create actions for rapid entity creation (projects, expenses, contacts, etc.)
• Context-aware actions based on current page
• Extensible action registry for plugin registration

Key components: UnifiedCommandPalette Registry: ActionRegistry with side-effect action imports (navigationActions, createActions, contextActions) Hooks: useCommandPalette

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20. Integrations (integrations)

Third-party system connectors for accounting, CRM, and data synchronization.

• HubSpot CRM integration with connection management, bulk sync, and sync history
• Accounting system connectors (Exact, Xero, QuickBooks) for financial data exchange
• Data import/export bridge for external system interoperability

Key components: Integrations, IntegrationsConsolidated, HubSpotConnectionCard, HubSpotBulkSync, HubSpotSyncHistory, HubSpotCallback

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21. Extensions Marketplace (extensions)

Modular extension system allowing organizations to install and configure optional platform capabilities.

• Extension marketplace with browsable module catalog
• Module detail panels with capability descriptions and pricing
• Install/uninstall dialogs with dependency checking
• Filtering and search across available extensions

Key components: ExtensionsPage, ModuleCard, ModuleDetailPanel, InstallModuleDialog, UninstallModuleDialog Hooks: useMarketplace

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22. Onboarding (onboarding)

Guided setup experience for new organizations and administrators.

• Multi-step onboarding wizard with configurable step sequence
• Admin onboarding checklist for initial platform setup
• Step-based progression with validation and skip logic

Key components: AdminOnboardingChecklist, BaseStep Config: onboardingConfig.ts Context: OnboardingProvider

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Feature Module Summary

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23. Impact Portal (impact — portal subsystem)

External stakeholder portal providing read-only access to project impact data, reports, and deliverables via time-limited access tokens.

• Token-based access with configurable expiration and scope
• Public project dashboard with impact metrics and progress visualization
• Report viewing and acknowledgment workflow
• Stakeholder commenting on shared reports
• Session tracking and activity logging

Key components: PortalDashboard, PortalReportViewer, PortalProjectView Services: PortalTokenService, PortalSessionService Backend: validatePortalToken, postPortalComment, acknowledgePortalReport, updatePortalSession, endPortalSession See Impact Portal catalog entry for full details.

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24. Mission & Referral Program (mission)

Mission Impact dashboard for strategic alignment and a Referral Credit program rewarding users who bring new organizations to GrantMaster.

• Mission pillar tracking with strategic impact targets
• Referral link sharing (copy, email, QR code, WhatsApp, LinkedIn)
• €100 Mission Credit rewards per Growth Tier referral conversion
• Credit redemption for organization invoice discounts or gift cards
• Gamification with achievement badges and milestone tracking
• Activity history and transaction log

Key components: MissionPage, ReferralDashboard, ReferPeersTab, RedeemCreditsTab, GamificationTab Services: ReferralCreditService, referralDataAccess Backend: onEmployeeCreated trigger, manuallyAwardReferralCredit See Mission & Referral catalog entry for full details.

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25. Notifications (notifications — shared system)

Multi-channel notification system with in-app bell, email digest, and push notification delivery via Firebase Cloud Messaging and Postmark.

• In-app notification center with real-time badge counts
• Email notifications via Postmark transactional templates
• Configurable notification preferences per user
• Daily/weekly digest scheduling
• Deadline reminder automation
• EventBus-driven notification triggers

Services: NotificationService, notificationPreferencesService, notificationDigestService Backend: onNotificationCreated, sendDailyDigests, sendWeeklyDigests, checkDeadlineReminders See Notifications System catalog entry for full details.

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26. Settings Hub (settings — shared system)

Centralized organization configuration interface with 7 categories, 18 setting pages, hierarchical sidebar navigation, and permission-gated access.

• Organization profile, classification, and appearance settings
• International settings (language, regional, date/time formats)
• Finance settings (budget categories, expenses, cost centers, approvals)
• Security settings (login policy, passwords, authentication, backups)
• Grant source management configuration
• Danger zone for tenant and account lifecycle management
• Fuzzy search across all settings with keyword matching

Key components: SettingsShell, SettingsSidebar, SettingsHome Config: settingsConfig.ts Public API: AutoApprovalSettings, BudgetCategoriesSettings, SettingsPageHeader, SecurityPolicies See Settings Hub catalog entry for full details.

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27. Procurement (procurement)

Procure-to-pay (P2P) workflow for managing purchase requests, vendor qualification, purchase orders, and procurement approvals.

• Purchase request creation with priority, category (goods/services/works/consulting), and project linking
• Multi-status request lifecycle: draft → submitted → under review → quotes pending/complete → approved/rejected → PO issued
• Vendor registry with type classification (supplier, contractor, consultant, service provider) and due diligence tracking
• Purchase order management with delivery tracking (draft → approved → ordered → partially received → received → closed)
• Approval queue for requests, purchase orders, and vendor qualifications
• Server-side tRPC procedures for all CRUD and listing operations

Key components: ProcurementPage (tabs: Requests, Vendors, Purchase Orders, Approvals) Services: ServerProcurementService (Cloud Functions), procurement tRPC router Schemas: packages/domain-schema/src/trpc/procurement.ts

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28. Platform EventBus (platform/eventbus)

Real-time platform event monitoring with live stream inspection and dead-letter queue management. Migrated from the superadmin module to the platform feature area (April 2026).

• Stream tab — Live Firestore-backed event stream with severity-based filtering (info/warning/error/critical), topic/tenant filters, and event detail drill-down with JSON payload explorer
• Dead Letter tab — Firestore-backed dead-letter queue viewer with event replay via Cloud Function, status tracking, and retry visibility
• Severity pill color coding for quick visual triage
• Event payload explorer with nested JSON inspection

Key components: PlatformEventBusPage, PlatformEventStreamTab, PlatformDeadLetterTab, EventStreamTable, EventStreamDetailModal, EventStreamFilters, SeverityPill Hooks: useEventBus, useDeadLetterQueue Route: /platform/eventbus

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Maintenance

Update this document when:

• Launching a major new feature module or extension.
• Deprecating or removing an existing feature.
• Changing the scope or architecture of an existing module.
• Promoting a feature from early/planned to active status.

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Future Roadmap

• AI-assisted grant drafting (in progress via ai and agents modules).
• Automated financial reconciliation with bank feeds.
• Advanced impact visualization dashboards (expanding impact module).
• Full accounting integration services for integrations module.
• Report service migration for reports module.