The Operating System for
High-Trust Agencies.
A complete technical breakdown of the LakshX platform.
Designed for agencies who sell clarity, not just code.
Dual-View Security
Internal chaos remains internal. Clients only see polished updates.
RBAC Multi-Tenancy
Granular roles for Company Employees and Client Stakeholders.
Dev-First Workflow
Native support for Bugs, Features, and Sprints out of the box.
The Role System
Strict separation of concerns between your team and your clients.
Company Context (Internal)
God mode. Full control over billing, settings, user management, and workspace deletion.
Ops manager. Can manage all users and projects but cannot touch billing or destroy the workspace.
Delivery lead. Manages specific projects. Can invite client members. Can create/move cards.
Contributor. Can specifically only move/edit cards assigned to them. Cannot delete anything.
Client Context (External)
Isolation Layer: Clients are invited to a specific Project ID. They have zero visibility into other projects or internal-only boards.
Stakeholder. Can view shared boards. Can CREATE 'Feature Requests' and 'Bugs'. Can invite other Client Members.
Observer. Read-only view of shared boards. Can comment on existing cards. Ideal for junior client staff.
Feature Specifications
Deep dive into the data models and input validation rules.
Projects
The root container. A project belongs to a company and can be linked to a single Client organization.
Validation Logic
- Name must be unique within Company.
- Deleting a project soft-deletes all child Boards.
| Field | Type | Required | Description |
|---|---|---|---|
| name | string | REQ | Min 2 chars. Main identifier. |
| description | text | OPT | Project charter/scope. |
| clientId | UUID | OPT | Links Client Admins to this container. |
| status | enum | REQ | ACTIVE, ARCHIVED, HOLD. |
| color | hex | REQ | UI theme color (default #3b82f6). |
Boards
Workflow containers. Currently supports Kanban methodology enforced by UI.
| Field | Type | Required | Description |
|---|---|---|---|
| name | string | REQ | e.g., 'Sprint 24' |
| type | enum | REQ | KANBAN (Default), SCRUM, LIST. |
| isClientVisible | boolean | REQ | Global toggle for client access. |
| columns | relation | REQ | Ordered list of workflow steps. |
Cards (Tasks)
The atomic unit of work. Heavily guarded by permission logic.
Business Rules
- Clients forced to types:
FEATURE,BUG. - Employees can only drag their assigned cards.
- Status 'DONE' sets
completedAttimestamp.
| Field | Type | Required | Description |
|---|---|---|---|
| title | string | REQ | Task headline. |
| description | rich-text | OPT | HTML allowed. Supports img tags. |
| priority | enum | REQ | LOW, MEDIUM, HIGH. (Client default: MED) |
| type | enum | REQ | TASK, BUG, FEATURE_REQUEST. |
| isClientVisible | boolean | REQ | Per-card visibility override. |
| assignees | UUID[] | OPT | Multiple user assignment. |
| dueDate | datetime | OPT | ISO 8601 Timestamp. |
User Configuration
Profile and Security settings schemas.
Profile Settings
Public facing user data.
- Name
string(min=2) - Email
email - Avatar
url (optional)
Security
Password management constraints.
- Current Pass
required - New Pass
min(8) - Confirmation
must match
Engagement & Privacy
How the Dual-View architecture protects internal communications.
Internal Comments
Staff-Only Communication.
Marking a comment as Internal makes it invisible to ALL client roles.
Perfect for engineering discussions, rough drafts, or sensitive blockers.
Public Threads
Client & Team Collaboration.
Standard comments are visible to everyone with access to the card.
Use this for status updates, clarifying requirements from clients, and delivery confirmations.
Why Upgrade from Trello?
LakshX is built for client services. Trello is built for sticky notes.
Future Roadmap: AI
We are building a Self-Driving Agency. Here is the vision.
Phase 2: The Cognitive Layer
Intelligent assistants that amplify human productivity.
Project Oraculum (RAG)
Zero-latency knowledge. An Agent that indexes every PDF, Comment, and Card.
"What was the verdict on the logo color?" → Oraculum finds the exact comment.
The Dispatcher
Intelligent workload balancing based on Employee 'Skill Tags' and current load.
Bug tagged 'Database' + 'SQL' skill available → Auto-assigned.
Client Shield
Sentiment analysis that guards against aggressive or ambiguous communication.
"This comment sounds defensive. Rephrase?"
Ghost Tester
Headless browser agent that visually tests deployments and reports broken CSS.
Files its own Bug reports with screenshots attached.
Context Creator
AI analyzes board state to suggest missing tickets (e.g., 'Login' needs 'Logout').
Magic Draft: "You forgot the 'Forgot Password' flow."
Role Copilots
Role-specific interfaces. Translates 'Server Error' to 'System Maintenance' for clients.
Client View: "Translate technical update to business impact."
The Negotiator
Scope Creep prevention. Checks requests against the SOW/Contract.
"Warning: This feature exceeds the MVP scope defined in Settings."
Repo Resonance
Connects Git commits to Cards by code semantics, not just IDs.
"You're editing Auth.ts - work on Card #45?"
The Architect
Context-Aware Planning. Generates development plans and task lists from raw PM intent.
"Here is a sprint plan based on your 'MVP' vision and current team velocity."
Phase 3: The Singularity Layer
Autonomous agents that manage the agency itself.
Algo-PM (Profit Prophet)
Predicts 'Project Bankruptcy' by connecting Git Velocity to Budget Burn.
"At current speed, project loses money in 3 weeks."
The ROI Hunter
Prioritization is hard. This agent scores every Feature Request by potential Revenue Impact.
"Build 'SSO' first (High Enterprise Demand). 'Dark Mode' has 0% revenue impact. Move to backlog."
The Market Watchtower
Competitor Intelligence. The AI watches your client's rivals and suggests defensive features.
"Alert: Competitor X just launched 'AI Search'. We should add a 'Search Upgrade' card to Q3 Roadmap."
The Time-Traveler
Business Logic Permanence. AI remembers every rule ever defined, even if the developer forgot.
"Stop! Changing this logic breaks the 'Tier 3 Pricing' rule agreed upon in 2023 (Commit #892)."
The Compliance Officer
Liability protection. Maps lines of code to Legal Contracts, GDPR, and Licenses.
"Blocked: You imported a GPL library into a Closed Source client project. This creates a lawsuit risk."