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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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System Flow Map

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End-to-end grant operating system blueprint

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1. Core lifecycle map

Funder Ecosystem
  Grantors
     ↓

Opportunity Identification
  Grant Discovery
     ↓

Proposal Creation
  Grant Application
     ↓

Application Monitoring
  Grant Tracker
     ↓

Award Governance
  Grant Control
     ↓

Program Execution
  Projects
     ↓
  People + Capacity + Expenses
     ↓

Obligation Management
  Reporting + Compliance
     ↓

External Transparency & Collaboration
  Portal + Portal Stakeholders + Portal Presentation
     ↓

Audit & Governance
  Audit Dashboard + Audit Reports
This is the master mental model. Every module should feel like one phase or support layer of this flow.

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2. Primary entity model

These are the core business objects GrantMaster should revolve around: 
Grantor
Opportunity
Application
Grant Award
Project
Person
Team
Allocation
Budget / Expense
Report
Compliance Rule
Stakeholder
Document
Audit Record

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Relationship graph

Grantor
  ├─ has many Opportunities
  ├─ has many Applications
  ├─ has many Grant Awards
  ├─ has many Reports
  ├─ has many Compliance Rules
  └─ has many Stakeholders

Opportunity
  └─ may become Application

Application
  ├─ belongs to Grantor
  ├─ may reference Project (planned)
  └─ may become Grant Award

Grant Award
  ├─ belongs to Grantor
  ├─ funds one or more Projects
  ├─ creates Reporting obligations
  └─ creates Compliance conditions

Project
  ├─ may be funded by one or more Grant Awards
  ├─ has People allocations
  ├─ has Budget / Expenses
  ├─ has Reports
  ├─ has Compliance checks
  └─ feeds Portal / Impact views

Person
  ├─ belongs to Team
  ├─ works on Projects
  ├─ has Capacity / Allocations
  └─ may own Reports / Compliance tasks / Relationships

Stakeholder
  ├─ may belong to Grantor
  ├─ may relate to Project
  └─ may access Portal views

Document
  ├─ may belong to Application
  ├─ may belong to Grant Award
  ├─ may belong to Project
  └─ may support Reporting / Compliance

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3. Module map by responsibility

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A. Funder layer

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/grantors

Purpose:
  • manage funder records
  • relationship health
  • reporting obligations by funder
  • compliance conditions by funder
  • stakeholder access tied to funders
Subviews:
  • Overview
  • Directory
  • Analytics
  • Reporting
  • Relationships
  • Compliance
  • Stakeholders
Key outgoing links:
  • to Discovery opportunities
  • to Applications
  • to Awards in Grant Control
  • to Reports
  • to Projects funded by each grantor

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B. Opportunity layer

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/grant-discovery

Purpose:
  • identify and qualify opportunities
Core functions:
  • opportunity database
  • deadline tracking
  • eligibility
  • fit scoring
  • grantor linkage
Key incoming:
  • from Grantors
Key outgoing:
  • to Grant Application

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C. Proposal layer

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/grant-application

Purpose:
  • prepare and manage submissions
Core functions:
  • draft proposals
  • collaborators
  • required attachments
  • review workflow
  • submission readiness
Incoming:
  • from Discovery
  • from Grantors
Outgoing:
  • to Grant Tracker

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D. Application lifecycle layer

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/grant-tracker

Purpose:
  • monitor pipeline status
Statuses:
  • Draft
  • In Progress
  • Submitted
  • Under Review
  • Awarded
  • Rejected
  • Withdrawn
Incoming:
  • from Application
Outgoing:
  • Awarded → Grant Control
  • Rejected / lost → Analytics / learning loops

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E. Award governance layer

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/grant-control

Purpose:
  • govern awarded grants
Core functions:
  • award records
  • grant agreements
  • restrictions
  • reporting schedule
  • disbursement logic
  • compliance conditions
Incoming:
  • from Tracker when awarded
Outgoing:
  • funds Projects
  • creates Reporting obligations
  • creates Compliance rules

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F. Execution layer

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/projects

Purpose:
  • run funded work
Subviews:
  • Overview
  • Directory
  • Portfolio
  • Timeline
  • Budget
  • Compliance
  • Forecast
Core functions:
  • project portfolio oversight
  • milestones
  • staffing
  • budget usage
  • delivery status
  • project-level compliance and reporting linkage
Incoming:
  • from Grant Control
  • from People allocations
  • from Expenses
Outgoing:
  • to Reporting
  • to Portal / Impact
  • to Compliance / Audit

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G. Resource layer

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/people

Purpose:
  • manage all people operations relevant to grant execution
Subviews:
  • Overview
  • Staffing
  • Teams
  • Capacity
  • HR Operations
Core functions:
  • staffing records
  • team structure
  • project assignment
  • capacity planning
  • HR workflows
Incoming:
  • from Projects staffing demand
  • from HR requests
  • from Capacity balancing
Outgoing:
  • to Projects
  • to Reporting ownership
  • to Compliance task ownership

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H. Financial operations layer

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/expenses

Purpose:
  • actual spend tracking
Core functions:
  • expenses by project
  • expenses by grant
  • budget line use
  • variance visibility
Incoming:
  • from Projects
  • from Grant Control budget structure
Outgoing:
  • to Budget views in Projects
  • to Reporting financial reports
  • to Compliance checks

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I. Reporting layer

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/reporting

Purpose:
  • manage all reporting obligations and submissions
Core functions:
  • reporting schedule
  • draft / submit / approve workflow
  • owners
  • funder-linked reports
  • project-linked reports
Incoming:
  • from Grant Control obligations
  • from Projects outcomes
  • from Expenses financial data
  • from Portal impact data
Outgoing:
  • to Grantors reporting records
  • to Audit trail

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J. Compliance layer

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/compliance

Purpose:
  • track restrictions, conditions, and governance checks
Core functions:
  • compliance rules
  • exceptions
  • review-needed items
  • violation risks
  • audit readiness
Incoming:
  • from Grant Control
  • from Projects
  • from Reporting
  • from Expenses
Outgoing:
  • to Audit
  • to Risk / oversight surfaces

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K. Impact and external visibility layer

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/portal

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/portal-presentation

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/portal-stakeholders

Purpose:
  • communicate impact externally and internally
Core functions:
  • stakeholder-facing dashboards
  • presentations
  • progress summaries
  • impact evidence
Incoming:
  • from Projects
  • from Reporting
  • from Grantors / stakeholders
Outgoing:
  • to Stakeholders
  • to external reporting workflows

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L. Governance layer

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/audit-dashboard

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/audit-reports

Purpose:
  • oversight and audit traceability
Core functions:
  • audit logs
  • report history
  • approval chain visibility
  • compliance evidence
Incoming:
  • from Reporting
  • from Compliance
  • from HR Operations
  • from Grant Control

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4. Cross-module drilldown map

This is the part Codex should preserve rigorously. 
Grantor
  → Discovery opportunities
  → Applications
  → Awarded grants
  → Projects funded
  → Reports due
  → Compliance items
  → Stakeholders

Opportunity
  → Application draft

Application
  → Tracker status
  → If awarded: Grant Control

Grant Award
  → Project(s)
  → Reporting schedule
  → Compliance rules
  → Budget controls

Project
  → People allocations
  → Expenses
  → Reports
  → Compliance checks
  → Portal outputs

Person
  → Staffing detail
  → Capacity detail
  → Projects assigned
  → HR operations
  → Reporting responsibility

Report
  → Grantor
  → Grant Award
  → Project
  → Responsible Person
  → Submission history

Compliance item
  → Grant Award
  → Project
  → Expense / Budget line
  → Responsible owner
  → Audit record

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5. Shared UI system map

All major modules should use the same pattern stack.

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Page shell

Header
KPI strip
Insight / exception strip
Toolbar / filters
Main table or chart area
Detail drawer / modal

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Shared components

Entity tables
KPI cards
Insight strip
Saved view tabs
Status tokens
Filter toolbar
Drawer detail layout
Empty state template
Activity timeline
Action menu

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Shared interaction rules

KPI click = filtered drilldown
Insight item click = issue-focused filtered view
Row click = detail drawer
Overflow menu = contextual actions
Bulk actions disabled until selection exists

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6. Shared status dictionary

Codex should centralize these meanings platform-wide.

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Grant lifecycle

Draft
In Progress
Submitted
Under Review
Awarded
Rejected
Withdrawn
Closed

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Project health

Healthy
At Risk
Critical
Completed
On Hold

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Staffing / capacity

Available
Assigned
Underutilized
Near Capacity
Overallocated
On Leave
Inactive

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Relationship health

Strong
Stable
At Risk
Dormant

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Reporting

Upcoming
Draft
Submitted
Approved
Overdue

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Compliance

Compliant
Review Needed
Violation Risk
Exception Approved

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HR workflow

Draft
Pending
Under Review
Approved
Rejected
Fulfilled
Same concept, same label, same color, same filter value everywhere.

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7. Shared data realism rules

GrantMaster must never look like a placeholder system in demo mode.

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Baseline believable seeded state

12–20 active grantors
8–15 open opportunities
6–12 active applications
5–10 awarded grants
6–12 active projects
10–25 people
3–6 teams
3–8 reports due across next 90 days
1–3 compliance risks
1–3 staffing conflicts
mixed budget burn rates
mixed relationship health
mixed project health

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What to avoid

all zeros
all dates identical
all staff unassigned
all teams empty
all projects healthy
no reports
no restrictions
no relationships

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8. Navigation system map

Top-level navigation should reflect mental workflow, not just feature grouping. 
Grants
  Discovery
  Application
  Tracker
  Control

Execution
  Projects
  Reporting
  Compliance
  Expenses

Resources
  People
  Grantors
  Documents

Impact
  Portal
  Presentation
  Stakeholders

Governance
  Audit Dashboard
  Audit Reports
This is not necessarily a demand to change the entire sidebar immediately, but Codex should align page-to-page wayfinding with this logic.

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9. Detail drawer blueprint

Use one consistent detail drawer system across the platform.

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Drawer layout

Title + status
Key metadata row
Primary summary section
Related records section
Timeline / activity section
Footer actions

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Example by entity

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Grantor drawer

  • profile
  • funding summary
  • active grants
  • next reports
  • compliance notes
  • contacts

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Project drawer

  • project summary
  • budget
  • staff
  • milestones
  • reporting
  • compliance

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Person drawer

  • profile
  • team
  • capacity
  • project assignments
  • HR actions

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Report drawer

  • deadline
  • status
  • owner
  • linked grant/project
  • submission history
Consistency here will massively reduce product messiness.

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10. Module overview pages — required role

Major modules should have overview pages that answer:
  • what is happening
  • what needs attention
  • what changed
  • where to go next

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Must exist for:

  • People
  • Grantors
  • Projects
  • Reporting
  • Compliance
  • possibly Discovery / Application if scale supports it
Overview pages should not be thin launchers. They should be real operational dashboards.

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11. Empty-state blueprint

Every empty state must follow one pattern: 
Title
One short explanation
Primary next-step action
Optional secondary note

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Good examples

  • No active reports
  • No compliance risks detected
  • No staffing requests awaiting review
  • No projects linked to this grantor yet

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Bad examples

  • No data found
  • Empty blank card
  • Generic dashboard filler

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12. Codex implementation phases

To reduce breakage, Codex should execute in phases.

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Phase 1 — system unification

  • normalize headers
  • unify KPI strips
  • unify insight strips
  • unify tables
  • unify toolbars
  • unify statuses
  • unify empty states

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Phase 2 — lifecycle connectivity

  • add cross-module drilldowns
  • connect grantors ↔︎ applications ↔︎ awards ↔︎ projects ↔︎ reports ↔︎ compliance
  • connect people ↔︎ projects ↔︎ capacity ↔︎ HR ops
  • connect expenses ↔︎ projects ↔︎ reporting ↔︎ compliance

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Phase 3 — realism + trust

  • run seed-data realism pass
  • add mixed operational states
  • improve copy
  • tighten spacing and density
  • remove remaining template-dashboard feel

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Phase 4 — polish

  • detail drawer consistency
  • accessibility sweep
  • hover/focus states
  • keyboard navigation
  • aria cleanup
  • final visual rhythm pass

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13. Exact mega tasks for Codex

  1. Establish GrantMaster’s canonical lifecycle architecture across all major modules.
  2. Normalize all core page shells: header, KPI strip, insight strip, toolbar, main content.
  3. Standardize statuses, thresholds, labels, and token colors platform-wide.
  4. Standardize table behavior, empty states, and detail drawers.
  5. Ensure each major module has a meaningful overview page where appropriate.
  6. Connect grantors, discovery, applications, tracker, control, projects, reporting, people, expenses, and compliance into one coherent operational graph.
  7. Run a platform-wide realism pass on seed/demo data.
  8. Reduce any remaining module-by-module design drift.
  9. Tighten navigation and wayfinding so users can mentally follow the grant lifecycle.
  10. Complete accessibility and interaction polish across the full platform.

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14. Strict acceptance criteria

GrantMaster is successful only if:
  • the whole platform clearly reflects the grant lifecycle
  • modules feel like parts of one system, not separate admin tools
  • cross-module drilldowns are logical and frequent
  • overview pages surface real operational insight
  • no major module feels placeholder-driven
  • UI patterns are consistent across headers, KPIs, filters, tables, drawers, and empty states
  • seeded data feels plausible
  • the product feels credible for enterprise nonprofit grant operations

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15. Paste-ready final Codex instruction

Refactor GrantMaster into one coherent end-to-end grant operating system structured around the full grant lifecycle: grant discovery, application, tracking, award governance, project execution, staffing, reporting, compliance, stakeholder communication, and audit oversight. Do not treat major modules as isolated dashboards. Instead, unify grant-discovery, grant-application, grant-tracker, grant-control, projects, people, grantors, reporting, expenses, compliance, portal, and audit into a connected operational workflow. Standardize the core page shell across the platform: header, KPI strip, insight strip, filter toolbar, main table/chart area, detail drawer, and empty state behavior. Standardize statuses, semantic color logic, thresholds, and interaction patterns across all modules. Ensure strong cross-module drilldowns between grantors, opportunities, applications, awards, projects, people allocations, reports, expenses, compliance items, stakeholders, and audits. Run a platform-wide realism pass on seeded/demo data so the system no longer feels placeholder-driven. Keep the interface calm, institutional, data-informed, and enterprise-grade. The final result should feel like a unified grant lifecycle operating system rather than a collection of separate admin modules. Do not solve coherence problems by adding more widgets, more cards, or more decorative dashboards. Do not let each module invent its own UI language. Prioritize lifecycle continuity, semantic consistency, realistic operational states, shared interaction patterns, and cross-module workflow clarity. Every refinement should make GrantMaster feel more connected, more trustworthy, and more like one professional system.

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16. Extra strict guardrails

And one more thing I’d strongly recommend: after Codex implements this, do a final platform QA pass by user role — Super Admin, Grants Manager, Project Lead, Finance, HR — because many coherence issues only show up when following role-based workflows end to end.