Scope Documents - Master Index

Project: Coneflower Creamery Shopify Integration Target Launch: End of January 2026 (Valentine's) Last Updated: 2026-01-08

Overview

This folder contains detailed scope documents for each component of the Shopify integration. Each document is designed to be a self-contained build guide with:

Document Index

Document Component Hours Status
SHOPIFY-SETUP.md Shopify account, API, payments, tax 4.5 Ready
PRODUCTS.md Product catalog (cakes, pints, gift cards) 4.25 Pending client content
WORDPRESS-FRONTEND.md Templates, cart, checkout flow 25.25 Pending design
TRANSACTIONAL-EMAILS.md Order confirmation, pickup notifications 2.5 Ready
GIFT-CARDS.md Gift card product & Toast workflow 2.25 Pending client confirmation
UPSELLS.md Product page cross-selling 6.5 Pending design
ADMIN-EXPERIENCE.md Staff workflow & training 4.75 Ready
TESTING-LAUNCH.md QA testing & go-live 10.5 After build

Total Hour Estimate

Category Hours
Shopify Setup 4.5
Products 4.25
WordPress Frontend 25.25
Transactional Emails 2.5
Gift Cards 2.25
Upsells 6.5
Admin/Training 4.75
Testing/Launch 10.5
Total 60.5

Note: Original estimate was 62 hours. Slight variance due to refined breakdown.

Week 1: Foundation
├── 1. SHOPIFY-SETUP.md (do first - everything depends on this)
├── 2. PRODUCTS.md (needs Shopify store)
└── 3. Design work begins (G&M)

Week 2-3: Development
├── 4. WORDPRESS-FRONTEND.md (main development)
├── 5. TRANSACTIONAL-EMAILS.md (can parallel with frontend)
├── 6. GIFT-CARDS.md (product + workflow)
└── 7. UPSELLS.md (after single product page built)

Week 3-4: Polish & Launch
├── 8. ADMIN-EXPERIENCE.md (documentation)
├── 9. TESTING-LAUNCH.md (QA)
└── 10. Go-live

Dependencies Graph

SHOPIFY-SETUP
     │
     ├──► PRODUCTS
     │        │
     │        └──► WORDPRESS-FRONTEND ──► UPSELLS
     │                    │
     │                    └──► TESTING-LAUNCH
     │
     ├──► TRANSACTIONAL-EMAILS
     │
     └──► GIFT-CARDS

ADMIN-EXPERIENCE (parallel, needs working system for screenshots)

Ongoing Costs

Item Cost Frequency
Shopify Basic plan $39 Monthly
Gizmo app $3.99 Monthly
Payment processing ~2.9% + $0.30 Per transaction
Total Monthly ~$43 + processing

Open Questions (All Documents)

From Client:

  1. Final cake flavors for Valentine's?
  2. Which ice cream pint flavors to include?
  3. Valentine's pickup dates/hours?
  4. Pricing for cakes and pints?
  5. Product images available?
  6. Gift card: Custom amounts needed or predefined OK?
  7. Gift card: In-store only redemption acceptable?
  8. Upsells: Which 4 pints to feature?

For G&M Design:

  1. Product listing page layout
  2. Single product page layout
  3. Mini cart design
  4. Upsell section design
  5. Mobile breakpoints

Success Criteria

Project complete when:

Shopify Admin: https://admin.shopify.com/store/[store-name] Gizmo App: https://apps.shopify.com/bulk-order-pickup-manager Demo Site: http://ice-cream-paint-job.local/ Demo Theme: /Users/edowns/Local Sites/ice-cream-paint-job/app/public/wp-content/themes/ice-cream-paint-job/