Rails Upgrade & Dashboard and sales flow Integration
Budget: $750 – $1,500 USD
Our in-house Ruby on Rails platform is currently deployed entirely on Heroku. I want a seasoned developer to step in and guide me through four concrete improvements:
• Deployment review and migration strategy
I’m seeking cost reduction, so I need a comparative analysis of keeping the whole stack on Heroku versus shifting the app back to server on AWS while the database remains on Heroku (the configuration that once gave us the best price-to-performance ratio). After the assessment, implement the preferred option with minimal ongoing maintenance and clear infrastructure documentation (Terraform or CloudFormation welcome if you already use them).
• New Excel data source
A government institution now sends us periodic workbooks containing financial and legal records. Build an upload and parsing flow (ActiveStorage + Roo or similar) that validates the sheets, maps each column to our existing models, and stores any exceptions for manual review.
• Interactive dashboard + PDF reporting
Inside the app, present key insights at a glance: user activity, financial performance, and a high-level view of total or partial evaluation results coming from the new dataset. Charts (Chartkick, Highcharts, or your preferred JS library) should refresh quickly. Provide a single-click option to export the same view to a nicely formatted PDF (Prawn or WickedPDF is fine).
• WhatsApp status flow
Today we track the evaluation process stages in our CRM, but it’s disconnected from the app. Using the official or Twilio WhatsApp Business API, push status updates to the relevant contact and allow incoming replies to update the record in Rails, keeping the CRM and our system synchronised.
Deliverables
1. Comparative report and, once approved, a working AWS/Heroku hybrid deployment with CI/CD.
2. Excel import feature with tests and admin interface.
3. Dashboard UI plus pixel-perfect PDF export.
4. End-to-end WhatsApp integration wired to existing evaluation stages.
5. Clean, commented code and a short README covering setup, environment variables, and maintenance tips.
If your background includes RoR 6/7, PostgreSQL, Sidekiq, and prior experience with AWS and messaging APIs, I’d love to see how you can streamline this project.
• Deployment review and migration strategy
I’m seeking cost reduction, so I need a comparative analysis of keeping the whole stack on Heroku versus shifting the app back to server on AWS while the database remains on Heroku (the configuration that once gave us the best price-to-performance ratio). After the assessment, implement the preferred option with minimal ongoing maintenance and clear infrastructure documentation (Terraform or CloudFormation welcome if you already use them).
• New Excel data source
A government institution now sends us periodic workbooks containing financial and legal records. Build an upload and parsing flow (ActiveStorage + Roo or similar) that validates the sheets, maps each column to our existing models, and stores any exceptions for manual review.
• Interactive dashboard + PDF reporting
Inside the app, present key insights at a glance: user activity, financial performance, and a high-level view of total or partial evaluation results coming from the new dataset. Charts (Chartkick, Highcharts, or your preferred JS library) should refresh quickly. Provide a single-click option to export the same view to a nicely formatted PDF (Prawn or WickedPDF is fine).
• WhatsApp status flow
Today we track the evaluation process stages in our CRM, but it’s disconnected from the app. Using the official or Twilio WhatsApp Business API, push status updates to the relevant contact and allow incoming replies to update the record in Rails, keeping the CRM and our system synchronised.
Deliverables
1. Comparative report and, once approved, a working AWS/Heroku hybrid deployment with CI/CD.
2. Excel import feature with tests and admin interface.
3. Dashboard UI plus pixel-perfect PDF export.
4. End-to-end WhatsApp integration wired to existing evaluation stages.
5. Clean, commented code and a short README covering setup, environment variables, and maintenance tips.
If your background includes RoR 6/7, PostgreSQL, Sidekiq, and prior experience with AWS and messaging APIs, I’d love to see how you can streamline this project.
Related categories:
Ruby on Rails
PostgreSQL
Redis
Heroku
Software Documentation
API Integration
CI/CD