# Partner Nook — PRD Compliance Report
### Every module & feature: PRD requirement · GoAffPro reference · Our status

> Source: the client PRD (§4.1–4.10) + GoAffPro's complete docs + a **full live
> video walkthrough** of the installed GoAffPro (verified 2026-07-08, see Part B).

**Legend:** ✅ Done · 🟡 Partial · ❌ Missing · ⛔ Out of PRD scope

---

## Scorecard

| PRD § | Module | Score |
|---|---|---|
| 4.1 | Onboarding & Registration | 🟡 75% |
| 4.2 | Affiliate Dashboard (Portal) | ✅ 90% |
| 4.3 | Admin Dashboard | ✅ 100% |
| 4.4 | Tracking & Attribution | 🟡 70% |
| 4.5 | Commission Management | ✅ 90% |
| 4.6 | Coupon Management | ✅ 85% |
| 4.7 | Sales & Analytics | ✅ 100% |
| 4.8 | Payouts | ✅ 85% |
| 4.9 | Communication & Notifications | 🟡 70% |
| 4.10 | Branding & Customization | 🟡 70% |

---

## 4.1 Affiliate Onboarding & Registration

| Feature (PRD) | GoAffPro does | Our status | Notes |
|---|---|---|---|
| Signup page | Branded signup, email/pwd + social login | ✅ | Email/pwd; no social login |
| Auto / manual approval | Toggle; auto-approve delay; geo-block | ✅ | Toggle done; no delay/geo-block |
| Welcome email | Auto email w/ link + code on approval | 🟡 | **Logged** not sent (no SMTP) |
| Custom signup fields | Merchant-defined extra fields | ❌ | `SignupFieldDef` table exists; no admin UI, not rendered |

## 4.2 Affiliate Dashboard (Partner Portal)

| Feature (PRD) | GoAffPro does | Our status | Notes |
|---|---|---|---|
| Referral link | Editable code, quick-share icons | ✅ | Copy + WhatsApp/X share; code not affiliate-editable |
| Coupon code | Customizable name | ✅ | Shown w/ discount; not affiliate-editable |
| Performance stats | Referrals, Orders, Conv%, Sales, Earnings | ✅ | All 6 stat cards |
| Payout history | List + store-credit coupons | ✅ | Shows method + store-credit coupon |
| Payment details | Choose method + enter details | ✅ | Store Credit / PayPal (Shopify model) |
| Earnings download | CSV/PDF | ✅ | CSV download |
| Marketing tools | Product-link generator + assets | ✅ | Generator + creative assets |
| Settings | Profile, password, notif prefs | ✅ | All three |
| Layout | Sidebar portal | ✅ | Collapsible sidebar (CRM look) |

## 4.3 Admin Dashboard

| Feature (PRD) | Our status |
|---|---|
| Affiliate list · profile · approve/reject · edit · tags & notes · bulk actions · search/filter | ✅ all done (full CRUD + bulk) |

## 4.4 Tracking & Attribution

| Feature (PRD) | GoAffPro does | Our status | Notes |
|---|---|---|---|
| Click tracking | Script on store, cookie | 🟡 | Demo `/r/:code`; **no click script on real store** |
| Coupon tracking | Coupon → affiliate | ✅ | Demo + real Shopify sync |
| Conversion tracking | Order → commission | ✅ | Demo + real sync (manual "Sync orders") |
| Cookie duration | Configurable window | 🟡 | Setting stored, not enforced |
| Conflict resolution | First/last click, preference order | 🟡 | Setting stored, not applied |
| Refund handling | Auto-reverse commission | 🟡 | Manual admin refund reverses; **real Shopify refunds not auto-synced** |
| Fraud protection | Self-referral, IP, domain blocks | 🟡 | Self-referral + same-IP (demo path only) |

## 4.5 Commission Management

| Feature (PRD) | Our status | Notes |
|---|---|---|
| Flat % · flat amount · per-affiliate · groups · tiered · on-subtotal | ✅ | Full engine |
| Signup bonus | ✅ | Applied on approval |
| Performance bonus / target | 🟡 | Configurable; **not auto-evaluated/paid** |

## 4.6 Coupon Management

| Feature (PRD) | GoAffPro does | Our status | Notes |
|---|---|---|---|
| Auto-generate | On approval | ✅ | + real Shopify code |
| Discount value | % or flat | ✅ | Per-affiliate + bulk |
| Manual assignment | Admin sets code | ✅ | |
| Usage limits | Per-customer, max, new-only | 🟡 | Stored; **not pushed to the Shopify discount** |
| Vanity codes | Affiliate customizes | 🟡 | Admin-only |
| Auto-apply at checkout | Via referral link | ❌ | Not built |
| Bulk coupon update | Update many at once | ✅ | Bulk-update + push-to-Shopify |

## 4.7 Sales & Analytics

| Feature (PRD) | Our status |
|---|---|
| All sales · per-affiliate report · program summary · date filter · sales status · leaderboard | ✅ all done |

## 4.8 Payouts

| Feature (PRD) | GoAffPro does | Our status | Notes |
|---|---|---|---|
| Payout dashboard · min threshold · manual · payment request · history | Payout sessions | ✅ | |
| Store credit (Shopify) | Pay via store discount coupon | ✅ | **Real Shopify coupon issued** |
| PayPal payouts | PayPal Payouts API | 🟡 | Method selectable; **auto-payout API not wired** |
| Invoices | Per-payout invoice PDF | ❌ | Not built |
| Supported-methods config | Enable which methods | ✅ | Admin payment settings |

## 4.9 Communication & Notifications

| Feature (PRD) | GoAffPro does | Our status | Notes |
|---|---|---|---|
| Welcome / sale / payout / admin emails | Real send + templates | 🟡 | **Logged** + per-event toggles + affiliate prefs; **no real SMTP send** |
| Bulk email to affiliates | Broadcast + drip | ✅ | Broadcast (logged) |
| Notification config | On/off per event | ✅ | Admin + affiliate prefs |

## 4.10 Branding & Customization

| Feature (PRD) | Our status | Notes |
|---|---|---|
| Logo & brand colors | ✅ | + live preview |
| Custom T&C | 🟡 | Stored; not shown on signup |
| Custom domain (portal) | 🟡 | Field only, not functional hosting |
| Signup page templates | ❌ | Not built |

---

## Out of PRD scope (GoAffPro has, PRD excludes) ⛔
MLM/sub-affiliate network · Party plans · Marketplace · Compensation-plan builder ·
Membership plans · Multi-store · Mobile app · IG post analytics · Legal e-signing.
*(Correctly not built — matches PRD §5.)*

---

## What's genuinely left (prioritised)

**High (PRD-required, no external service):**
1. Custom signup fields (4.1) — admin define → render on signup → show in detail.
2. Push coupon **usage-limits to the Shopify discount** (4.6).
3. **Target/performance bonus** auto-evaluation & payout (4.5).
4. Invoices per payout (4.8) · T&C shown at signup (4.10).

**Medium (needs external service / deeper Shopify):**
5. **Real email sending** (SMTP: SendGrid/Mailgun) (4.9).
6. **Real-time webhooks** (auto orders/refunds vs manual sync) + real-store refund + fraud (4.4).
7. **PayPal Payouts API** auto-payout (4.8).
8. **Storefront click-tracking script** for referral-link attribution (4.4).

**Polish:** signup-page templates (4.10), secure affiliate JWT auth, affiliate editable code (4.2/4.6).

---

*Overall: ~85% of the PRD MVP is built and working — including a real Shopify
connection. The remainder is mostly external-service integrations (SMTP, PayPal,
webhooks) and a few config screens.*

---

# PART B — Verified against LIVE GoAffPro (video walkthrough, 2026-07-08)

Watched a full screen-recording of the client's installed GoAffPro. Confirmed the
structure and found the exact gaps below.

## Structure confirmed (matches ours ✅)
- **Affiliate portal tabs:** Home · Marketing Tools · Payments · Settings — **same as ours.**
  - Home: referral link + coupon + a **5-metric summary table** (Referrals, Orders,
    Conversion %, Sales, Earnings) — we have this.
  - Marketing Tools: **Product Links generator** + **Media Assets** — we have this.
  - Payments: Amount Paid / Amount Pending + payment mode (PayPal) — we have (Store Credit/PayPal).
  - Settings: Profile, Referral Code, Payment Settings, Change Password, Notification prefs — we have most.
- **Admin nav:** Dashboard · Setup (Look&Feel, Commissions, Coupons) · Manage
  (Affiliates, Sales, Payouts, Digital Assets, Social Media) · Grow (AI Tools,
  Recruit, Post-Checkout Popup, Marketing, Multi-Level, Analytics) · Settings
  (General, Notifications, Payments, Extras, Integrations, Developer, Advanced, Reports).

## Gaps found in the video — IN PRD SCOPE (should build)
| Area | GoAffPro has | We have |
|---|---|---|
| Signup (4.1) | **Signup-page builder** w/ styles (Classic/Slim/Modern) + **fully customizable signup fields** | Fixed form ❌ |
| Affiliate portal (4.2) | **Editable referral code** (affiliate customizes), **profile photo**, **email verification** | ❌ these three |
| Payouts (4.8) | **Commission hold time**, **payment terms**, **Invoices** (download in Payment History), **Earnings Report PDF** | Hold time/invoices ❌ |
| Payouts (4.8) | Store Credit = **coupon OR gift card**; many methods (UPI, PayPal, bank…) | Store Credit (coupon) + PayPal ✅; gift card ❌ |
| Coupons (4.6) | **Auto-apply at checkout**, **usage limits pushed to Shopify**, coupon **templates**, **leak detection** | Auto-apply ❌, limits-not-pushed 🟡 |
| Tracking (4.4) | **Conflict resolution** + **conversion preference order** actually applied; **click-to-conversion window**; **cost-of-goods deduction** | Settings stored, not enforced 🟡 |
| Commission (4.5) | **Product/collection-level commission**, **commission rules**, **modifiers** | Flat/group/tiered/per-affiliate ✅; product-level ❌ |
| Notifications (4.9) | Per-event templates + **real send** | Toggles ✅, real SMTP ❌ |
| Branding (4.10) | **Look&Feel** = Store profile · Landing-page editor · Signup-page · Dashboard customizer · Toolbars | Basic branding only 🟡 |

## Beyond PRD scope (GoAffPro extra — ⛔ not required)
Mobile app · Social login (Google/FB) · Toolbars/floating widgets/popup · Landing-page
editor · Dashboard-tab customizer · MLM/Multi-Level · Membership fees · W9/1099 tax ·
Payout scheduler (auto) · Integrations (Mailchimp/Klaviyo/etc.) · Developer webhooks/API ·
Customer-Affiliate Connect · Party plans · Social-media campaigns/influencer seeding ·
Multi-currency · SAML SSO.

## Verdict after seeing it live
Our **core structure = GoAffPro's core structure.** For the PRD MVP we're at ~85%.
The most worthwhile in-scope additions (in order): **custom signup fields (+ styles),
editable referral code, invoices, coupon usage-limits→Shopify + auto-apply,
commission hold time, product-level commission.** Everything else GoAffPro shows is
either already done or out of the PRD's scope.