E-commerce Storefront

Build: E-commerce Storefront

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Technical Spec
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Enterprise single sign-on

Access Control*

No roles — every authenticated user has the same access
Simple two-tier access control
Custom roles with fine-grained permissions

Multi-factor Authentication

Single-factor only
Time-based one-time passwords

Tradeoffs

ComplexityOAuth providers added

Each provider requires an OAuth app registration and key rotation policy

ComplexitySAML/SSO selected

Requires IdP partnership and XML-based protocol handling; significant integration work

ComplexityRBAC selected

Permission checks must be applied consistently across every data access path

Payments & BillingRequiredhigh

Billing Model*

Single charge per product or service
Monthly or annual recurring billing
Charge based on consumption (API calls, seats, etc.)

Payment Processor*

Full-featured; best-in-class developer experience
Merchant of record; handles VAT/tax automatically

Tradeoffs

ComplexitySubscription billing selected

Requires handling trial periods, dunning, proration, and cancellation flows

ComplexityUsage-based billing selected

Must instrument every billable action and send metered events to billing provider

UXPaddle selected

Less customizable checkout; Paddle acts as legal seller so you avoid VAT registration

Searchmedium

Search Approach*

Structured filters on known fields; no free-text
SQLite FTS5 or Postgres tsvector; keyword matching
Embedding-based similarity search

Search Scope*

Search within one list or dataset
Search across multiple resource types simultaneously

Tradeoffs

ComplexityFull-text search selected

Requires FTS index maintenance; adds write-time overhead

CostSemantic search selected

Embedding generation adds latency and API cost per indexed document

ComplexityGlobal search selected

Results must be unified and ranked across disparate data models

Notificationsmedium

Delivery Method*

Push notifications instantly as events occur
Client polls server on a fixed interval
Send email when user is offline
Native push notifications for mobile apps

User Control

Simple global on/off toggle
Separate preferences per event category
Highly granular per-item preferences

Tradeoffs

CostReal-time delivery selected

Requires persistent connection infrastructure (e.g. Redis pub/sub, WebSocket server)

LatencyPolling selected

Higher server request volume; notifications may lag by poll interval

ComplexityMobile push selected

Requires APNs/FCM credentials and certificate management

ComplexityPer-source granularity selected

Significantly more complex preference storage and UI

File StorageRequiredmedium

Storage Backend*

Files stored on the server filesystem
AWS S3, Cloudflare R2, MinIO, etc.
Object storage + edge CDN for global delivery

File Processing

Scan uploads for malware before storing
Auto-generate thumbnails on upload
Verify file type matches declared MIME type

Tradeoffs

ScalabilityLocal disk selected

Not horizontally scalable; lost on server replacement without backup

CostCDN-backed storage selected

Higher monthly cost; requires cache invalidation strategy

LatencyVirus scanning selected

Upload latency increases; requires AV service integration

Transactional EmailRequiredmedium

Delivery Provider*

Third-party email API with APIs, templates, and deliverability monitoring.
Cheapest at volume; minimal tooling built in.
Your own MTA (Postfix, Haraka) on your own IPs.

Deliverability Setup*

Authenticate your sending domain; publish a DMARC policy; monitor reports.
Consume bounce and spam-complaint webhooks; suppress invalid or unsubscribed addresses.
Different sending domains / IPs for product email vs marketing campaigns.
Your own sending IP instead of a shared pool.

Templating Approach*

Email templates live in your repo, reviewed and tested like any other code.
Templates managed in the provider dashboard; non-engineers can edit.
Single service manages email, in-app, SMS, and push with per-user preferences.

Tradeoffs

CostManaged provider chosen

Vendor cost scales with volume; deliverability expertise comes included

ComplexitySES chosen

Low per-email cost but you own deliverability operations (reputation, bounces, suppression)

ComplexitySeparate streams for marketing vs transactional

Two sending configurations and domains to maintain — worth it for deliverability isolation

Background Jobs & QueuesRequiredmedium

Queue Backend*

Jobs are rows in a Postgres/SQLite table; workers SELECT FOR UPDATE SKIP LOCKED.
Durable queue on Redis with mature worker libraries.
Purpose-built broker with durability, backpressure, and multi-consumer support.

Required Capabilities*

Recurring jobs (nightly emails, weekly reports) defined in code or a UI.
Enqueue a job to run at a specific future timestamp (trial expiry, reminder emails).
Separate queues for high-priority (user-triggered exports) vs bulk (nightly batches).
Throttle jobs that call rate-limited external APIs.

Failure & Durability*

Failed jobs retry with increasing delay; after N attempts move to a dead-letter queue for human review.
Jobs are enqueued inside DB transactions; handlers are idempotent so safe retries do not duplicate effects.

Tradeoffs

ScalabilityDatabase-backed queue at high volume

Primary DB absorbs queue write load; row-level locks contend with application queries

ComplexityRedis-backed queue without outbox

Enqueue happens outside DB transaction — jobs can run for state that was rolled back

ComplexityTransactional outbox chosen

Additional table, polling worker, and idempotency discipline — the payoff is no duplicated side effects

Rate Limiting & Abuse Preventionmedium

Rate Limit Algorithm*

Count requests per user per minute; reset at the minute boundary.
Counts over a rolling window to eliminate boundary bursts.
Each identity has a bucket that refills at a steady rate; each request consumes a token.

What to Limit By*

Limits keyed on client IP.
Limits keyed on user ID or API key.
Expensive endpoints (search, export) get lower limits than cheap ones.
Aggregate limit across all users in a workspace.

Abuse Prevention Layer

hCaptcha / Turnstile on signup, login, and password reset — triggered on threshold breach, not every request.
ML-driven client fingerprinting to score requests as human/bot before routing.
Cloudflare, AWS WAF, or Fastly with OWASP and bot rule packs in front of your origin.

Response Behavior*

Return HTTP 429 with Retry-After, X-RateLimit-Limit, and X-RateLimit-Remaining so clients back off correctly.
After threshold, delay responses by seconds instead of returning 429.

Tradeoffs

UXPer-IP limits only

False positives behind corporate NATs; attackers bypass with rotating proxies

ScalabilityPer-tenant limits enabled

Noisy-neighbor protection — one tenant cannot starve others

CostToken bucket chosen

Allows bursts but requires a per-identity bucket state in Redis — higher memory footprint

LatencyWAF added in front

Meaningful latency cost at the edge if the WAF is geographically distant from users

Onboarding & Activationmedium

Summary

User System & Auth
Payments & Billing
Search
Notifications
File Storage
Transactional Email
Background Jobs & Queues
Rate Limiting & Abuse Prevention
Onboarding & Activation

8 of 9 features enabled

Effort Estimate

10+ weeks

5+ engineers

8 enabled features

Key Decisions

User System & Auth

Will this product be sold to businesses (B2B)?

If yes

Add SAML/SSO and RBAC. Enterprise procurement often requires both.

If no

Email + password plus one OAuth option covers 95% of consumer use cases.

Apply:

User System & Auth

Is this a security-sensitive application?

If yes

Enable TOTP MFA. Consider making it mandatory for privileged users.

If no

MFA is optional — offer it but do not require it to reduce friction.

Apply:

User System & Auth

Email+password, passwordless, or SSO-only?

If yes

Passwordless (magic links or passkeys) eliminates password reset tickets and credential stuffing risk.

If no

Keep email+password as a universal fallback — OAuth outages should not lock users out.

Apply:

User System & Auth

Do you need social providers (Google, GitHub, Apple)?

If yes

Add Google for B2C breadth; add GitHub for developer tools; add Apple only if you ship iOS (App Store requires it when you offer other social login).

If no

Skip social OAuth and avoid the app registration / key rotation overhead.

Apply:

User System & Auth

Do you need SCIM provisioning?

If yes

Add SCIM alongside SAML — enterprise IT uses it to auto-provision/deprovision employees and map group membership to roles.

If no

Manual invite flows are fine until your first enterprise customer asks for SCIM in a security review.

Apply:

User System & Auth

Should MFA be required, optional, or risk-based?

If yes

Risk-based (step up MFA on new device, new IP, or sensitive actions) gives security without friction on every login.

If no

Offer MFA as optional first; require it only for admins or on privileged actions.

Apply:

User System & Auth

Which MFA factors will you support (TOTP, SMS, WebAuthn/passkeys, hardware keys)?

If yes

Prefer WebAuthn/passkeys and TOTP. Avoid SMS as a primary factor — SIM swapping is a real threat.

If no

TOTP alone (Google Authenticator, Authy) covers the vast majority of users with minimal implementation cost.

Apply:

User System & Auth

Do you need device fingerprinting or trusted-device flows?

If yes

Remember trusted devices for 30 days to skip MFA; challenge on new device or changed fingerprint.

If no

Re-prompt MFA on every login — simpler and safer for low-volume or highly sensitive apps.

Apply:

User System & Auth

Offer passkey-only sign-in?

If yes

Passkeys eliminate passwords entirely — use WebAuthn with platform authenticators. Still keep an email recovery path for lost devices.

If no

Offer passkeys as an optional second factor; users without compatible devices keep using passwords.

Apply:

User System & Auth

Support staff impersonation of user accounts?

If yes

Add an impersonation flow that logs both the staff identity and the target user, with a visible banner in the impersonated session.

If no

Skip impersonation — instead build admin-side read views and support tooling that do not require acting as the user.

Apply:

User System & Auth

Captcha or bot detection on signup?

If yes

Add hCaptcha or Cloudflare Turnstile on signup and password reset — invisible challenges avoid user friction.

If no

Skip captcha for internal tools or invite-only products where bot signups are not a realistic threat.

Apply:

User System & Auth

Use lockout or rate-limit throttling for credential stuffing?

If yes

Exponential rate limits per IP and per account — lockouts create support tickets and denial-of-service vectors via targeted lockout.

If no

If account takeover risk is low, a simple fixed rate limit (e.g., 10 attempts per 15 min) is sufficient.

Apply:

User System & Auth

Allow multiple concurrent sessions per user?

If yes

Show active sessions in account settings with a revoke button — expected behavior for any multi-device product.

If no

Single-session apps (banking, compliance) should terminate old sessions on new login.

Apply:

Payments & Billing

Is the revenue model recurring (SaaS)?

If yes

Choose subscription billing. Evaluate usage-based if pricing scales with consumption.

If no

One-time purchase is far simpler. Consider Stripe Checkout for a no-code option.

Apply:

Payments & Billing

Is global VAT/sales tax compliance a concern?

If yes

Use Paddle as merchant of record — they handle tax across jurisdictions.

If no

Stripe gives more control; integrate TaxJar or Stripe Tax if needed later.

Apply:

Payments & Billing

Do you want to offer a free trial without requiring a card upfront?

If yes

Use reverse trials — free-tier access with a prompt to add a card at the end. Higher signup conversion but lower trial-to-paid conversion.

If no

Card-required trials filter out tire-kickers and produce 2–3x higher trial-to-paid rates. Stripe supports both via checkout.

Apply:

Payments & Billing

Do you sell to enterprise customers with procurement processes (POs, net-30 terms)?

If yes

Support invoicing workflows (Stripe Invoicing or manual PDF invoices via finance). Self-serve credit-card checkout is insufficient at that ACV.

If no

Credit-card-only is simpler and covers all SMB/prosumer use cases.

Apply:

Payments & Billing

Do you sell in markets where customers transact in non-USD currencies?

If yes

Enable multi-currency pricing in Stripe or Paddle. Price in local currency — EU/UK customers strongly prefer EUR/GBP over USD conversions.

If no

USD-only is simpler; add currencies only when a market demands it.

Apply:

Payments & Billing

Will you close large B2B deals that need ACH or wire transfer (>$5k)?

If yes

Enable Stripe ACH Credit Transfer or wire instructions on invoices. Credit-card fees on large invoices are prohibitive.

If no

Card-only is fine for SMB and prosumer ticket sizes.

Apply:

Payments & Billing

Do you have EU customers (SCA/3DS compliance required)?

If yes

Use Stripe Payment Intents (handles 3DS authentication automatically) or Paddle. Do not use raw Charges API — it predates SCA.

If no

Still use modern Payment Intents API — SCA will apply to US processors eventually.

Apply:

Payments & Billing

Is self-serve cancellation acceptable, or do you need "contact us to cancel"?

If yes

Self-serve cancellation via Stripe Customer Portal — legally required in California (FTC Click-to-Cancel) for many subscriptions.

If no

Contact-us friction increases short-term retention but damages NPS and is increasingly regulated. Think twice.

Apply:

Payments & Billing

Do marketing or sales teams need to issue coupons and discounts?

If yes

Use Stripe Coupons / Paddle Discounts. Support percentage and fixed-amount discounts with expiry and redemption limits.

If no

Skip — discount UX adds complexity and is rarely needed outside marketing-led motions.

Apply:

Payments & Billing

Do users frequently upgrade/downgrade mid-cycle?

If yes

Enable proration in Stripe (proration_behavior: create_prorations). Immediate upgrade + end-of-period downgrade is the customer-friendly pattern.

If no

Wait-until-renewal plan changes are simpler; skip proration logic.

Apply:

Payments & Billing

Do you have >1000 paying customers or expect significant failed-payment volume?

If yes

Enable Stripe Smart Retries (free) plus a custom dunning email sequence (day 0, 3, 7, 14). Recovers 30–50% of failed payments.

If no

Default Stripe retries are enough; add custom dunning once failed payments become a meaningful revenue leak.

Apply:

Payments & Billing

Should customers manage their own billing (payment methods, invoices, plan changes)?

If yes

Use Stripe Customer Portal or Paddle Retain — pre-built UI, handles tax/invoices/cancellation. Massive support-ticket reducer.

If no

Build a minimal billing page and route the rest to support — only viable at low customer counts.

Apply:

Payments & Billing

Do you connect buyers and sellers and need to split payments (marketplace)?

If yes

Use Stripe Connect (Standard or Express accounts). Do not build split payments yourself — tax forms, KYC, and payouts are legal minefields.

If no

Standard direct charges are simpler and correct for first-party sales.

Apply:

Payments & Billing

Do you need to issue refunds regularly with reason tracking and approval flows?

If yes

Build an internal refund tool that captures reason, links to audit log, and uses Stripe Refunds API. Required for support scale and compliance.

If no

Manual refunds through the Stripe dashboard are fine until volume demands tooling.

Apply:

Payments & Billing

Are you tempted to store raw card numbers to avoid re-entry (PCI Level 1 scope)?

If yes

Do not. Use Stripe Payment Methods or Paddle saved cards — tokenized references keep you out of PCI DSS Level 1 scope. The compliance overhead is massive.

If no

Good — always tokenize. Stripe Elements, Paddle Checkout, or hosted checkout keeps card data off your servers entirely.

Apply:

Search

Do users search by meaning, not just keywords?

If yes

Invest in semantic/vector search. Start with full-text and migrate.

If no

Full-text search covers keyword use cases at a fraction of the cost.

Apply:

Search

DB full-text or a dedicated engine (Elasticsearch, Typesense, Algolia)?

If yes

Reach for a dedicated engine when DB FTS can't meet latency or ranking needs. Algolia for hosted DX, Typesense/Meilisearch for self-hosted.

If no

Start with SQLite FTS5 or Postgres tsvector — no extra service to run.

Apply:

Search

Do users need faceted filtering (refine by category, tag, date range)?

If yes

Use a dedicated engine — faceting across millions of rows in Postgres FTS gets slow fast. Typesense and Algolia do this natively.

If no

Keyword-only over FTS is sufficient; add facets later.

Apply:

Search

Do you need typo tolerance / fuzzy matching on short queries?

If yes

A dedicated engine (Typesense, Algolia, Meilisearch) gives this out of the box. DB FTS typo tolerance is weak.

If no

Strict matching is fine for structured queries and technical users.

Apply:

Search

Will you support multiple languages with proper stemming?

If yes

Pick an engine with per-locale analyzers (Elasticsearch, Meilisearch). Postgres tsvector ships only a handful of language dictionaries.

If no

English-only tsvector or FTS5 is plenty.

Apply:

Search

Do users expect personalized ranking (their clicks influence their results)?

If yes

Algolia or a custom scoring layer on top of an engine — personalization needs per-user signals, not just index weights.

If no

Use global relevance scoring (BM25) — simpler and predictable.

Apply:

Search

Is autocomplete / instant search (as-you-type) part of the UX?

If yes

Pick Typesense, Algolia, or Meilisearch — all tuned for sub-50ms responses. Postgres FTS will feel sluggish here.

If no

Submit-driven search works against any backend.

Apply:

Search

Do you need search analytics (popular queries, zero-result queries)?

If yes

Log queries + result counts separately; feed into your analytics pipeline. Algolia and Meilisearch expose this natively.

If no

Skip until product teams ask for it.

Apply:

Search

Must results respect per-user permissions (ACL-aware)?

If yes

Index ACL identifiers alongside documents and filter at query time. Global cross-entity search is especially risky — validate before shipping.

If no

A flat index is simpler; use when all users see the same corpus.

Apply:

Search

Do customers need custom synonyms and stop-words (domain vocabulary)?

If yes

A dedicated engine with synonym dictionaries (Algolia, Elasticsearch) — editable without re-indexing.

If no

Default analyzers work for general-purpose text.

Apply:

Search

Do you need rule-based boosting (featured or sponsored results)?

If yes

Algolia has a dashboard for this; Elasticsearch supports function_score. Don't hand-roll on top of tsvector.

If no

Pure relevance ranking is cleaner.

Apply:

Search

Is mobile bandwidth a constraint for search-as-you-type?

If yes

Debounce aggressively (~300ms), return tiny payloads, and consider a provider that supports partial-result responses.

If no

Desktop-grade instant search is fine; no special tuning needed.

Apply:

Search

Must newly created content be searchable within seconds (near-real-time)?

If yes

Index on write into an engine with NRT support (Elasticsearch, Typesense). Budget for higher write amplification.

If no

Batch reindex every few minutes via background job — simpler and cheaper.

Apply:

Search

Do users search across multiple indices / entity types in one query (federated)?

If yes

Global scope is required. Use Algolia multi-index search or aggregate in app code — plan ranking carefully.

If no

Per-resource search is simpler and faster.

Apply:

Search

Do users need "did you mean" spell correction for empty-result queries?

If yes

Meilisearch and Algolia provide this out of the box. Ties naturally with zero-result analytics.

If no

Show filters and suggested queries instead; simpler to build.

Apply:

Search

Should users be able to save searches or get alerts on new matches?

If yes

Store the query, schedule a job to re-run it, and diff results. Pair with the notifications module for delivery.

If no

Manual re-runs cover most use cases; skip the infra.

Apply:

Notifications

Do users need to know about events immediately?

If yes

Use real-time delivery. Budget for WebSocket/SSE infrastructure.

If no

Polling is simpler and cheaper — pick an interval that matches your SLA.

Apply:

Notifications

Is this a mobile-first product?

If yes

Add mobile push (APNs/FCM). Plan for certificate rotation.

If no

Skip mobile push; web notifications or email cover most cases.

Apply:

Notifications

Do users often go offline and still need to receive notifications?

If yes

Add email fallback driven by a "last seen" timestamp. Send email only when the user has been offline >5 minutes to avoid spam.

If no

In-app real-time or polling is enough — email adds unsubscribe risk without upside.

Apply:

Notifications

Will you send multiple notification types with different urgency levels?

If yes

Adopt per-type granularity so users can mute digests without muting security alerts. Define the taxonomy up front.

If no

A single all-or-nothing toggle is enough and avoids preference-UI bloat.

Apply:

Notifications

Is notification volume high enough that users will complain about floods?

If yes

Batch similar notifications in a rolling window (e.g., "Alice and 12 others liked your post"). Entity + time-window grouping is the standard pattern.

If no

Deliver individually — grouping adds UI complexity that is not worth it at low volume.

Apply:

Notifications

Are any notifications security-critical or financially sensitive?

If yes

Require at-least-once delivery with persistent storage and retry. Pair with email fallback for the highest-urgency classes.

If no

Best-effort (fire-and-forget) is fine for social and informational notifications.

Apply:

Notifications

Do users have reasonable expectations of quiet hours / do-not-disturb?

If yes

Add a per-user quiet-hours window and a priority flag that lets critical alerts bypass it. Requires per-type granularity to know what is critical.

If no

Skip quiet hours — the added preference surface is not worth it for low-volume products.

Apply:

Notifications

Do users need to mark notifications as read / track what they have seen?

If yes

Persist notifications with a read state. Consider cross-device read-state sync via a server-side timestamp or event log.

If no

Ephemeral toast-style notifications are simpler and appropriate for low-stakes alerts.

Apply:

Notifications

Do you need delivery analytics (delivered, opened, clicked)?

If yes

Use a provider like Knock or Novu that tracks delivery funnel by channel. Essential if notifications drive revenue or retention KPIs.

If no

Skip the instrumentation — simple success/failure logs are enough.

Apply:

Notifications

Do users have multiple devices (web + mobile + desktop)?

If yes

Sync read-state across devices via a server-side last-read timestamp. Without this, users see the same notification over and over.

If no

Device-local read state is simpler and avoids backend round-trips.

Apply:

Notifications

Do you need SMS as a notification channel?

If yes

Use Twilio or Messagebird. Reserve SMS for high-priority alerts only — it is expensive per message and users churn fast on SMS spam.

If no

Skip SMS — push and email cover 99% of use cases at a fraction of the cost.

Apply:

Notifications

Are some notifications purely in-app / ephemeral (toast-style)?

If yes

Deliver via SSE/WebSocket without persisting — no storage, no retry, no read-state UI. Good for "Saved", "Uploaded" feedback.

If no

All notifications go through the durable pipeline with read-state tracking.

Apply:

Notifications

Do you need localized notification content (multi-language)?

If yes

Store notification templates with i18n keys and render per-recipient locale at send time. Avoid pre-rendered strings in the event.

If no

Hardcoded English strings are fine until you have non-English users.

Apply:

Notifications

Do you have more than 5 notification types or expect to add more regularly?

If yes

Invest in a template engine (Knock, MJML, or Handlebars) with versioned templates rather than hardcoded message strings.

If no

Hardcoded message strings in the sender are simpler and fine for a small stable set.

Apply:

Notifications

Do product/marketing teams need to preview and test-send notifications before release?

If yes

Build an internal preview tool with a test-recipient flag. Prevents production embarrassments.

If no

Skip — engineers can validate in staging until non-engineers start authoring templates.

Apply:

Notifications

Are there urgent notifications that must bypass quiet hours (security alerts, outages)?

If yes

Add a priority flag on notifications and skip DND for priority=urgent. Document this behavior so users expect it.

If no

Quiet hours apply uniformly — simpler and avoids abuse of the override.

Apply:

File Storage

Will the app run on more than one server?

If yes

Object storage is required — local disk breaks horizontal scaling.

If no

Local disk works for prototypes; switch to S3-compatible before scaling.

Apply:

File Storage

Do users upload files directly via presigned URLs?

If yes

Issue short-lived (5–15 min) presigned PUT URLs so uploads skip your server — cheaper, faster, and sidesteps body-size limits.

If no

Proxying uploads through your API is simpler but caps throughput at your server bandwidth — fine for small files only.

Apply:

File Storage

Do you need chunked/multipart uploads for large files?

If yes

Use S3 multipart upload for anything over ~100MB — single-PUT uploads fail expensively on flaky networks.

If no

For small files (photos, documents under 10MB), a single PUT is simpler and sufficient.

Apply:

File Storage

Resumable uploads required?

If yes

Use tus.io protocol or S3 multipart with client-side state so users can resume after network drops — critical for mobile video uploads.

If no

Small-file workflows can safely require restart-on-failure.

Apply:

File Storage

Auto image/video transcoding or thumbnail generation?

If yes

Pipe uploads to a transcoding service (Cloudinary, Mux, Lambda@Edge with sharp/ffmpeg) — async, never block upload completion.

If no

Skip transcoding for document-heavy workflows where files are not consumed as media.

Apply:

File Storage

Access model: files public, private, or signed-URL access?

If yes

Private by default with short-lived signed URLs issued per authenticated request — safest for user-generated content.

If no

Fully public buckets are fine for static assets (logos, public images); never for user data.

Apply:

File Storage

Do you need client-side encryption at rest?

If yes

Encrypt on the client before upload with customer-managed keys — required for strict compliance (healthcare, legal).

If no

Server-side encryption (SSE-S3, SSE-KMS) is enough for most workloads and is transparent to clients.

Apply:

File Storage

Store file metadata in DB or only in object storage?

If yes

Keep a files table in your DB with upload metadata, owner, status, and a content hash — drives permissions and search.

If no

Object storage alone is sufficient only for truly anonymous, throwaway uploads.

Apply:

File Storage

Do you need cold-storage tiering for old files?

If yes

Use S3 Intelligent-Tiering or lifecycle rules to move files untouched for 30/90 days to Glacier — dramatic cost savings on archival data.

If no

Skip tiering for small storage footprints or hot-access workloads where retrieval latency matters.

Apply:

File Storage

Track storage usage per user/tenant for quotas/billing?

If yes

Aggregate usage in a separate table, updated on upload/delete events — do not scan object storage for totals in real time.

If no

Skip metering for internal tools or flat-rate products without storage-based billing.

Apply:

File Storage

CDN fronting for downloads?

If yes

Put Cloudflare or CloudFront in front of downloads — cuts global latency 5–10x and offloads bandwidth cost. Use signed CDN URLs for private content.

If no

Direct object-storage serving is fine when users are regional and file access is infrequent.

Apply:

File Storage

Deduplicate identical uploads (content-addressed)?

If yes

Hash files on upload and store by content hash — saves storage on duplicate assets but complicates deletion (reference counting).

If no

Skip dedup for user-facing products where each upload is semantically distinct regardless of bytes.

Apply:

File Storage

Strip EXIF/metadata from uploaded images for privacy?

If yes

Strip GPS and camera metadata on upload — critical for public-facing photos where location leakage is a real privacy risk.

If no

Keep EXIF for creative-workflow tools (photography, mapping) where metadata is a feature, not a leak.

Apply:

File Storage

Retain prior versions of files (file versioning)?

If yes

Enable S3 object versioning and track versions in your files table — required for collaborative document editing and compliance workflows.

If no

Overwrite-in-place is simpler and sufficient for user-managed assets where history is not valuable.

Apply:

File Storage

Soft-delete with trash/recycle bin?

If yes

Mark files deleted in DB but retain objects for 30 days — dramatically reduces "help, I lost my file" support tickets.

If no

Hard delete is appropriate for compliance-driven retention where files must be gone when requested.

Apply:

Transactional Email

Will you ever send marketing email (newsletters, promotions) from the same brand?

If yes

Plan separate transactional and marketing streams from the start.

If no

A single stream is simpler; split later if you add marketing email.

Apply:

Transactional Email

Do you expect to send >100k emails/month in year one?

If yes

Evaluate SES or Postmark pricing carefully; negotiate volume discounts.

If no

Pick the best developer experience (Resend / Postmark) — the price delta is rounding at low volume.

Apply:

Transactional Email

Should you use a managed provider (SendGrid, Postmark, SES) or self-host?

If yes

Use a managed provider — Postmark for deliverability, Resend for DX, SES for cost at volume. Self-hosting is never worth it for transactional.

If no

Only self-host for regulated environments with egress constraints; expect months of reputation work.

Apply:

Transactional Email

Is a dedicated IP justified for your volume?

If yes

Above ~100k emails/month, request a dedicated IP and budget a 2–4 week warm-up. Below that, shared pools from Postmark/SendGrid are cleaner.

If no

Stay on the shared pool — reputation is managed for you.

Apply:

Transactional Email

Should mail send from an isolated subdomain (mail.yourdomain.com)?

If yes

Standard practice — protects root-domain reputation from email mistakes and makes DNS records easier to manage.

If no

Only sending from root if you have no other choice; keep SPF/DKIM alignment tight.

Apply:

Transactional Email

Is DMARC enforcement (p=reject or p=quarantine) required?

If yes

Start with p=none for reporting, then ramp to quarantine and reject once SPF+DKIM alignment is verified across all senders.

If no

Inbox providers increasingly require DMARC — plan to enforce within 6 months anyway.

Apply:

Transactional Email

Do user replies to transactional email need to drive app actions (reply-to-comment)?

If yes

Use a provider with inbound reply parsing (Postmark, SendGrid Inbound Parse) and a dedicated Reply-To subdomain with MX records.

If no

Set Reply-To to a monitored support inbox or no-reply address.

Apply:

Transactional Email

Does marketing/CX need to edit templates without a code deploy?

If yes

Use provider-hosted templates (SendGrid Dynamic Templates, Postmark) or a notification platform (Knock, Courier). Keep security emails in code.

If no

Code-owned templates (React Email, MJML) are reviewable and version-controlled.

Apply:

Transactional Email

Do templates need per-recipient personalization beyond name / link?

If yes

Use a templating engine with merge fields (Handlebars, Liquid). Provider templates handle this well; React Email makes it trivial in code.

If no

Static templates with a few variables are fine — don't over-engineer.

Apply:

Transactional Email

Do you need template versioning with rollback?

If yes

Code templates get this from git for free. For provider templates, pick one with built-in versioning (Postmark) or snapshot before edits.

If no

Direct edits are fine for low-stakes messages.

Apply:

Transactional Email

Do you need to send localized email content per recipient?

If yes

Either one template per locale (simple, duplicated) or a single template with i18n key lookups. Store recipient locale on the user record.

If no

English-only ships faster; add locales when revenue justifies it.

Apply:

Transactional Email

Do you need open and click tracking for product email?

If yes

All major providers offer it as a toggle. Useful for onboarding email analytics — but disclose tracking in your privacy policy.

If no

Disable trackers on security-sensitive email (password resets) regardless — tracking pixels in those emails look phishy.

Apply:

Transactional Email

Are bounce and complaint webhooks processed to suppress bad addresses?

If yes

Non-negotiable at any real volume. Subscribe to provider webhooks and maintain a suppression table checked before every send.

If no

You will tank your sender reputation within weeks — this is not optional.

Apply:

Transactional Email

Do you need to schedule sends for a future time?

If yes

Most managed providers support scheduled sends natively; otherwise enqueue to a delayed job queue (BullMQ, SQS with delay).

If no

Send immediately from the triggering event — simpler.

Apply:

Transactional Email

Do you send high-fan-out batches (announcement to all users at once)?

If yes

Use the provider's batch send API (SendGrid v3, Postmark batch). Chunk to stay under per-call limits and spread over minutes to avoid throttling.

If no

One-at-a-time calls via your background queue are simpler.

Apply:

Transactional Email

Can end-users (white-label customers) customize email content?

If yes

Sandbox the template language (no arbitrary code), validate on save, and preview before activating. Use a notification platform if this is core.

If no

Keep templates locked down — far fewer support tickets.

Apply:

Transactional Email

Do you need an internal preview / test-send surface for QA?

If yes

Build an admin route that lists all templates with sample data. Pair with Mailpit/Mailhog in dev to catch rendering bugs before prod.

If no

You'll hear about broken templates from customers — not recommended.

Apply:

Transactional Email

Do you need a single unsubscribe list shared across product surfaces?

If yes

Centralize in your user record or a notification platform — users unsubscribing from any email should stop all non-critical mail.

If no

Per-stream unsubscribes create support tickets; avoid if at all possible.

Apply:

Background Jobs & Queues

Does any job charge money, send external messages, or call a paid API?

If yes

Use transactional outbox and make handlers idempotent. Store an idempotency key on the job.

If no

Standard retry + DLQ is sufficient.

Apply:

Background Jobs & Queues

Do you already run Redis or a broker?

If yes

Use it for jobs — a second persistence dependency is rarely justified.

If no

Start with a database-backed queue; migrate only when volume demands it.

Apply:

Background Jobs & Queues

Do you need scheduled/cron jobs in addition to on-demand enqueues?

If yes

Enqueue from a single scheduler process (not per-worker cron) to avoid duplicates in a horizontally-scaled deployment.

If no

Pure on-demand enqueue is simpler — add scheduled capability only when you actually have recurring jobs.

Apply:

Background Jobs & Queues

Is at-least-once delivery sufficient, or do you need exactly-once?

If yes

Exactly-once requires transactional outbox plus idempotent handlers — no library gives it to you for free.

If no

At-least-once with idempotent handlers is the pragmatic production default.

Apply:

Background Jobs & Queues

Do you have mixed-priority workloads (user-visible vs batch)?

If yes

Use at least two queues (default, bulk) with separate worker pools so a long batch job never starves user-triggered work.

If no

A single queue is simpler and fine for homogeneous workloads.

Apply:

Background Jobs & Queues

Are your handlers idempotent by contract?

If yes

Aggressive retries are safe — store an idempotency key per job and dedupe on handler entry.

If no

Lean on transactional outbox and accept retries will sometimes double-invoke side effects unless you add keys.

Apply:

Background Jobs & Queues

Do you need DAG pipelines (jobs that spawn dependent jobs)?

If yes

Use a durable workflow engine (Temporal, Inngest, BullMQ Flows) — rolling your own DAG orchestration is a year-long tarpit.

If no

Flat enqueue is simpler and covers the majority of use cases.

Apply:

Background Jobs & Queues

Do you need a dead-letter queue for failures?

If yes

Any production queue needs a DLQ with alerting on depth growth — silent job failure is a common outage source.

If no

Skip only for best-effort one-off jobs where losing the job is acceptable.

Apply:

Background Jobs & Queues

Do you need per-tenant queue isolation for noisy neighbors?

If yes

Shard queues by tenant or add per-tenant concurrency caps so one customer bursting to 10k jobs does not stall everyone else.

If no

A shared queue is fine in single-tenant or low-variance workloads.

Apply:

Background Jobs & Queues

Do long-running jobs need to be cancellable mid-run?

If yes

Pass a cancellation token through the handler and checkpoint progress so cancellation is responsive without data loss.

If no

If jobs complete quickly, retry-on-failure is simpler than implementing graceful cancellation.

Apply:

Background Jobs & Queues

Do you need per-job-type retry and backoff configuration?

If yes

Different failure modes need different backoff — network errors retry fast, rate-limit errors retry slow. Configure per job class.

If no

A single global retry policy (5 attempts, exponential backoff) is the pragmatic default.

Apply:

Background Jobs & Queues

Are jobs CPU-bound (heavy compute) or IO-bound (external calls)?

If yes

CPU-bound: use a worker pool sized to core count. Avoid async in the same process — it will not help and may hurt.

If no

IO-bound: use async/concurrent workers to maximize throughput on waiting time.

Apply:

Background Jobs & Queues

Do you need queue-depth and worker-lag observability?

If yes

Emit per-queue depth, processing latency, retry count, and DLQ size to Prometheus/Datadog — and alert on them.

If no

The built-in queue dashboard (Sidekiq Web, BullMQ Board) is enough for small teams.

Apply:

Background Jobs & Queues

Do you need to persist job results for later retrieval?

If yes

Store results in a separate results table keyed by job ID — clients poll or receive webhook/SSE when done.

If no

Fire-and-forget jobs are simpler; only persist results when a user UI depends on them.

Apply:

Background Jobs & Queues

Do job payloads contain sensitive data?

If yes

Encrypt payloads at rest (envelope encryption with KMS) — queue storage is usually less hardened than your primary DB.

If no

Plaintext payloads are fine for internal, non-PII work.

Apply:

Background Jobs & Queues

Should similar jobs be batched for efficiency?

If yes

Coalesce jobs (e.g., "send digest for user X") within a short window — a single batch handler beats N individual invocations for I/O.

If no

Per-job execution is simpler to reason about and debug.

Apply:

Background Jobs & Queues

Do you need an admin UI to list, retry, and cancel jobs?

If yes

Mount the queue library dashboard (Sidekiq Web, Oban Web, BullMQ Board) behind admin auth — zero-effort ops leverage.

If no

CLI tools and logs are enough for a small team; add UI when non-engineers need to investigate job failures.

Apply:

Rate Limiting & Abuse Prevention

Do you have unauthenticated endpoints (signup, login, public API)?

If yes

Add per-IP limits on those endpoints plus CAPTCHA on threshold. Assume credential-stuffing is attempted on day one.

If no

Per-user limits on authenticated APIs are sufficient.

Apply:

Rate Limiting & Abuse Prevention

Do different customer tiers pay for different rate limits?

If yes

Keyed-on-API-key limits with plan-configured thresholds; expose a usage endpoint.

If no

A single default limit keeps configuration simple.

Apply:

Rate Limiting & Abuse Prevention

Do you expect adversarial traffic (credential stuffing, scraping, spam)?

If yes

Use sliding window or token bucket — fixed window leaks under boundary timing attacks. Pair with WAF and bot detection.

If no

Fixed-window with Redis INCR + EXPIRE is cheap, simple, and sufficient.

Apply:

Rate Limiting & Abuse Prevention

Do you have legitimate burst patterns (batch imports, bulk API calls)?

If yes

Token bucket is the right model — allows bursts while enforcing a sustained rate. The standard for commercial API gateways.

If no

Sliding window is simpler and has lower memory overhead.

Apply:

Rate Limiting & Abuse Prevention

Do you run multiple server nodes behind a load balancer?

If yes

Use centralized Redis for rate-limit state (Upstash Ratelimit, redis-cell). Per-node local counters let attackers get N×limit by rotating through nodes.

If no

In-process counters are fine for single-node deployments and dramatically cheaper.

Apply:

Rate Limiting & Abuse Prevention

Should users get a warning before they hit a hard limit?

If yes

Emit soft-limit warnings via response headers (X-RateLimit-Remaining) and optionally an in-app notification when usage >80%. Prevents angry support tickets.

If no

Silent throttling at the hard limit is simpler but worse UX — only acceptable for internal APIs.

Apply:

Rate Limiting & Abuse Prevention

Do you have enterprise customers who negotiate custom limits?

If yes

Build an admin override table keyed on tenant/API-key. Do not hardcode limits — operations team will need to raise them without deploys.

If no

Static per-tier limits in config are simpler and easier to reason about.

Apply:

Rate Limiting & Abuse Prevention

Can a single user enqueue unbounded background jobs (imports, scrapes, AI calls)?

If yes

Rate-limit the enqueue side separately from the API side. Prevents queue-flooding attacks that bypass request-layer limits.

If no

API-layer limits are sufficient; background jobs are produced by your own code only.

Apply:

Rate Limiting & Abuse Prevention

Do you have legitimate short bursts you want to allow (e.g. pagination fan-out)?

If yes

Use token bucket with a burst allowance (bucket size > refill rate). Clients can consume the bucket quickly, then settle.

If no

A flat rate is simpler — bursts are a policy decision, not a default.

Apply:

Rate Limiting & Abuse Prevention

Are you exposed to L3/L4 DDoS (public API, unauthenticated endpoints)?

If yes

Put Cloudflare, AWS Shield, or Fastly in front of your origin. Application-layer rate limiting cannot absorb network-layer floods.

If no

Application-layer limits are sufficient for authenticated-only APIs.

Apply:

Rate Limiting & Abuse Prevention

Do some endpoints cost 100x more than others (AI calls, complex queries, exports)?

If yes

Rate-limit by computational cost (credits/tokens per request) not by request count. Pricing and abuse protection align naturally.

If no

Request-count limits are simpler and sufficient when endpoint costs are roughly uniform.

Apply:

Rate Limiting & Abuse Prevention

Do specific features (uploads, AI generations) have their own cost or quota model?

If yes

Add per-feature limits in addition to global ones. A user at their upload quota should still be able to read the API.

If no

Per-route limits are enough and keep configuration centralized.

Apply:

Rate Limiting & Abuse Prevention

Is this a public developer API with SDKs / third-party integrations?

If yes

Always return X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset, and Retry-After headers. Well-behaved clients need them to back off correctly.

If no

Minimum viable is Retry-After on 429 responses — detailed headers are nice-to-have for internal APIs.

Apply:

Rate Limiting & Abuse Prevention

Do you have health checks, metrics endpoints, or internal traffic hitting rate-limited routes?

If yes

Exempt health checks and internal service-to-service calls by IP allowlist or dedicated service tokens. Otherwise monitoring will trip your own limits.

If no

Default behavior — all traffic counts — is simpler and auditable.

Apply:

Rate Limiting & Abuse Prevention

Do you have authentication endpoints at risk of credential stuffing?

If yes

Rate-limit failed logins separately (per-account + per-IP), with exponential backoff and lockout after N attempts. Combine with CAPTCHA on threshold.

If no

General per-IP limits are insufficient for auth — always treat login and password reset as a separate budget.

Apply:

Preset

User System & AuthRequiredlow

Authentication Methods*

Classic credential-based login
One-click login via email link
Sign in with Google
Sign in with GitHub
Enterprise single sign-on

Access Control*

No roles — every authenticated user has the same access
Simple two-tier access control
Custom roles with fine-grained permissions

Multi-factor Authentication

Single-factor only
Time-based one-time passwords

Tradeoffs

ComplexityOAuth providers added

Each provider requires an OAuth app registration and key rotation policy

ComplexitySAML/SSO selected

Requires IdP partnership and XML-based protocol handling; significant integration work

ComplexityRBAC selected

Permission checks must be applied consistently across every data access path

Payments & BillingRequiredhigh

Billing Model*

Single charge per product or service
Monthly or annual recurring billing
Charge based on consumption (API calls, seats, etc.)

Payment Processor*

Full-featured; best-in-class developer experience
Merchant of record; handles VAT/tax automatically

Tradeoffs

ComplexitySubscription billing selected

Requires handling trial periods, dunning, proration, and cancellation flows

ComplexityUsage-based billing selected

Must instrument every billable action and send metered events to billing provider

UXPaddle selected

Less customizable checkout; Paddle acts as legal seller so you avoid VAT registration

Searchmedium

Search Approach*

Structured filters on known fields; no free-text
SQLite FTS5 or Postgres tsvector; keyword matching
Embedding-based similarity search

Search Scope*

Search within one list or dataset
Search across multiple resource types simultaneously

Tradeoffs

ComplexityFull-text search selected

Requires FTS index maintenance; adds write-time overhead

CostSemantic search selected

Embedding generation adds latency and API cost per indexed document

ComplexityGlobal search selected

Results must be unified and ranked across disparate data models

Notificationsmedium

Delivery Method*

Push notifications instantly as events occur
Client polls server on a fixed interval
Send email when user is offline
Native push notifications for mobile apps

User Control

Simple global on/off toggle
Separate preferences per event category
Highly granular per-item preferences

Tradeoffs

CostReal-time delivery selected

Requires persistent connection infrastructure (e.g. Redis pub/sub, WebSocket server)

LatencyPolling selected

Higher server request volume; notifications may lag by poll interval

ComplexityMobile push selected

Requires APNs/FCM credentials and certificate management

ComplexityPer-source granularity selected

Significantly more complex preference storage and UI

File StorageRequiredmedium

Storage Backend*

Files stored on the server filesystem
AWS S3, Cloudflare R2, MinIO, etc.
Object storage + edge CDN for global delivery

File Processing

Scan uploads for malware before storing
Auto-generate thumbnails on upload
Verify file type matches declared MIME type

Tradeoffs

ScalabilityLocal disk selected

Not horizontally scalable; lost on server replacement without backup

CostCDN-backed storage selected

Higher monthly cost; requires cache invalidation strategy

LatencyVirus scanning selected

Upload latency increases; requires AV service integration

Transactional EmailRequiredmedium

Delivery Provider*

Third-party email API with APIs, templates, and deliverability monitoring.
Cheapest at volume; minimal tooling built in.
Your own MTA (Postfix, Haraka) on your own IPs.

Deliverability Setup*

Authenticate your sending domain; publish a DMARC policy; monitor reports.
Consume bounce and spam-complaint webhooks; suppress invalid or unsubscribed addresses.
Different sending domains / IPs for product email vs marketing campaigns.
Your own sending IP instead of a shared pool.

Templating Approach*

Email templates live in your repo, reviewed and tested like any other code.
Templates managed in the provider dashboard; non-engineers can edit.
Single service manages email, in-app, SMS, and push with per-user preferences.

Tradeoffs

CostManaged provider chosen

Vendor cost scales with volume; deliverability expertise comes included

ComplexitySES chosen

Low per-email cost but you own deliverability operations (reputation, bounces, suppression)

ComplexitySeparate streams for marketing vs transactional

Two sending configurations and domains to maintain — worth it for deliverability isolation

Background Jobs & QueuesRequiredmedium

Queue Backend*

Jobs are rows in a Postgres/SQLite table; workers SELECT FOR UPDATE SKIP LOCKED.
Durable queue on Redis with mature worker libraries.
Purpose-built broker with durability, backpressure, and multi-consumer support.

Required Capabilities*

Recurring jobs (nightly emails, weekly reports) defined in code or a UI.
Enqueue a job to run at a specific future timestamp (trial expiry, reminder emails).
Separate queues for high-priority (user-triggered exports) vs bulk (nightly batches).
Throttle jobs that call rate-limited external APIs.

Failure & Durability*

Failed jobs retry with increasing delay; after N attempts move to a dead-letter queue for human review.
Jobs are enqueued inside DB transactions; handlers are idempotent so safe retries do not duplicate effects.

Tradeoffs

ScalabilityDatabase-backed queue at high volume

Primary DB absorbs queue write load; row-level locks contend with application queries

ComplexityRedis-backed queue without outbox

Enqueue happens outside DB transaction — jobs can run for state that was rolled back

ComplexityTransactional outbox chosen

Additional table, polling worker, and idempotency discipline — the payoff is no duplicated side effects

Rate Limiting & Abuse Preventionmedium

Rate Limit Algorithm*

Count requests per user per minute; reset at the minute boundary.
Counts over a rolling window to eliminate boundary bursts.
Each identity has a bucket that refills at a steady rate; each request consumes a token.

What to Limit By*

Limits keyed on client IP.
Limits keyed on user ID or API key.
Expensive endpoints (search, export) get lower limits than cheap ones.
Aggregate limit across all users in a workspace.

Abuse Prevention Layer

hCaptcha / Turnstile on signup, login, and password reset — triggered on threshold breach, not every request.
ML-driven client fingerprinting to score requests as human/bot before routing.
Cloudflare, AWS WAF, or Fastly with OWASP and bot rule packs in front of your origin.

Response Behavior*

Return HTTP 429 with Retry-After, X-RateLimit-Limit, and X-RateLimit-Remaining so clients back off correctly.
After threshold, delay responses by seconds instead of returning 429.

Tradeoffs

UXPer-IP limits only

False positives behind corporate NATs; attackers bypass with rotating proxies

ScalabilityPer-tenant limits enabled

Noisy-neighbor protection — one tenant cannot starve others

CostToken bucket chosen

Allows bursts but requires a per-identity bucket state in Redis — higher memory footprint

LatencyWAF added in front

Meaningful latency cost at the edge if the WAF is geographically distant from users

Onboarding & Activationmedium