🔧 CURRENT STATUS

✅ Strategy Development ✔️\
✅ Business Model Canvas ✔️\
🧠 Context from previous stages is flowing correctly\
💬 AI generation + progress bars are working\
📍 Roadmap is structured via tabs + wizard UI

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🚀 IMMEDIATE NEXT STEPS

1. Financial Planning Wizard (Finish this Stage First)

• Implement wizard steps for:

  • Startup Costs
  • Revenue Forecasts
  • Cost Forecasts
  • Break-even Analysis
  • Cash Flow Forecast
  • Funding Needs
  • Profit & Loss
  • Risk Assessment
  • KPIs & Milestones

• Enable per-section AI suggestions

• Add context checking for each step

• Final stage status tracking

✅ Already scaffolded -- we'll just finish this stage cleanly.

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2. Legal & Operations Stage

• Create model + wizard UI

• Add country-specific logic (e.g., UK rules for LTDs)

• Link to optional checklist/tools

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3. Business Plan Finalization

• Compile content from all stages

• PDF/Print/Export-ready view

• AI-generated plan summary

• Attachment system (if time allows)

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4. Launch Prep for Dhruvi Infinity Inspiration

• Logo, landing page, About us (light)

• Domain + hosting prep (Heroku, Netlify, etc.)

• Starter content / default users

• Real demo flow to show investors or clients

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✅ Context Recap in StrategyDevelopment

Your model already holds:

• strategic_goals: ✅ SMART Goals (growth, app launch, expansion)

• core_strategy: ✅ Core Initiatives + embedded Scaling Strategy

That means we don't need to add another attribute just for scaling_strategy, because we embedded it inside core_strategy in a structured way (with **Scaling Strategy:** block).

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🔍 When Funding Needs Should Be Generated

Inside FinancialPlanService.can_generate_ai?(section) --- we want to check:

ruby

Copy

when 'funding_needs'
strategy = business_idea.strategy_development
strategy.present? &&
strategy.strategic_goals.present? &&
strategy.core_strategy.present? &&
strategy.core_strategy.include?("**Scaling Strategy:**")

This ensures:

• The section exists

• There's meaningful content to pull from

• The Scaling Strategy part has been defined

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💡 What the AI Can Use for "Funding Needs"

Here's what we'll feed into the AI prompt:

• Business Title, Country, Description

• Business Idea Summary (from business_idea_definition)

• Market Research AI Insights

• Key Competitor Cost/Revenue models

• Strategic Goals

• Scaling Strategy from Core Strategy

This will let the AI recommend:

• Types of funding needed (based on stage + scale)

• How much may be required

• Possible sources: bootstrapping, loans, grants, VC, etc.

• Timeline for raising funds

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🤖 BONUS TIP for Prompt Refinement

We could give extra weight to growth-oriented phrases in strategic_goals (e.g., "launch", "expand", "enter market") and pick up signals to determine funding urgency and size.

Let me know if you want to proceed with the adjusted logic for can_generate_ai?, then I'll generate the Step 6 partial view using all of this.

Add task management like in CRM-trener