care-api/.specify/plan.md

KiviCare REST API Plugin - Implementation Plan

Status: In Development
Created: 2025-09-12
Last Updated: 2025-09-12
Branch: spec/care-api
Assignee: AikTop (ID: 25)
Context7 MCP: ✅ Active
Web Research: ✅ Completed

🎯 Executive Summary

This implementation plan provides a comprehensive roadmap for developing the KiviCare REST API WordPress plugin. The plan is enhanced with Context7 MCP intelligence and validated through extensive web research for technology compatibility. The implementation follows a phased approach with integrated testing, security-first design, and healthcare compliance considerations.

🧠 Context7 MCP Intelligence Integration

Context7 Status: ✅ Active and integrated throughout planning process
Intelligence Sources: Technical documentation, best practices, architectural patterns
Application: All phases enhanced with contextual recommendations

🌐 Technology Compatibility Validation

Web Research Status: ✅ Completed with full technology stack validation
Compatibility Report: .specify/research/compatibility/tech-stack-analysis.md
Validation Gates: All technologies verified compatible and secure
Security Assessment: 2024 best practices integrated

---

📋 PHASE 0: Research & Foundation

🔍 Technical Research Summary

Technology Stack Validation

• PHP 8.1: ✅ Compatible with WordPress 6.3+, security-fixes-only status
• WordPress REST API: ✅ Mature, stable, native JWT extension support
• Firebase JWT: ✅ Actively maintained, RFC 7519 compliant, secure
• PHPUnit: ✅ Version 9.3+ fully compatible with PHP 8.1
• KiviCare Plugin: ✅ Modern Vue.js architecture, 35-table schema, API-ready

Context7 MCP Research Insights

• Healthcare API Patterns: RESTful endpoints with FHIR-inspired data structures
• WordPress Plugin Architecture: Service-oriented design with dependency injection
• JWT Security Best Practices: Short-lived access tokens (10 min) with refresh mechanism
• Testing Strategy: Layer-based testing approach (unit → integration → contract → e2e)

Security & Compliance Framework

• Authentication: JWT with HS256/RS256 algorithm support
• Authorization: Role-based access control (RBAC) with granular permissions
• Data Protection: HIPAA considerations, audit logging, data encryption
• Rate Limiting: Configurable limits to prevent API abuse

Performance Benchmarks

• Target Response Time: < 200ms (95th percentile)
• Concurrent Users: 1000+ with horizontal scaling
• Database Optimization: Indexed queries, connection pooling
• Caching Strategy: Object caching, query result caching

📊 Architecture Decision Records

ADR-001: Service Layer Architecture

• Decision: Implement service-oriented architecture with dependency injection
• Context: Need for testable, maintainable code with clear separation of concerns
• Consequences: Higher initial complexity, better long-term maintainability
• Context7 Insight: Recommended pattern for WordPress enterprise plugins

ADR-002: JWT Authentication with Refresh Tokens

• Decision: Implement JWT with 10-minute access tokens and refresh tokens
• Context: Healthcare data requires enhanced security
• Consequences: Better security, more complex token management
• Web Research: Aligned with 2024 security best practices

ADR-003: Database Integration Strategy

• Decision: Direct integration with KiviCare schema via WordPress $wpdb
• Context: Need for real-time data access without duplication
• Consequences: Tighter coupling, better performance and data consistency
• Context7 Insight: Standard pattern for WordPress plugin integrations

---

🏗️ PHASE 1: Architecture & Data Models

1.1 Core Architecture Design

Layer Structure

┌─────────────────────────────────────────────┐
│              API Gateway Layer              │ ← WordPress REST API Routes
├─────────────────────────────────────────────┤
│           Authentication Layer              │ ← JWT, Permissions, Rate Limiting
├─────────────────────────────────────────────┤
│            Controller Layer                 │ ← Endpoint Handlers
├─────────────────────────────────────────────┤
│             Service Layer                   │ ← Business Logic
├─────────────────────────────────────────────┤
│         Data Access Layer (DAL)             │ ← Models, Repositories
├─────────────────────────────────────────────┤
│            KiviCare Database                │ ← 35 Tables, WordPress $wpdb
└─────────────────────────────────────────────┘

Component Dependencies

• API Init: Plugin activation, route registration, dependency injection
• Auth Service: JWT token management, user validation, permission checking
• Rate Limiter: Request throttling, abuse prevention
• Controllers: REST endpoint handlers, request/response processing
• Services: Business logic, data validation, KiviCare integration
• Models: Data entities, validation rules, database mapping
• Repositories: Data access abstraction, query optimization

1.2 Data Model Architecture

Core Entities (Phase 1)

1. Patient Model

   • Properties: id, first_name, last_name, email, phone, dob, gender, address
   • Validation: Email format, phone format, date validation
   • Relationships: appointments, encounters, prescriptions

2. Doctor Model

   • Properties: id, user_id, specialization, license_number, qualifications
   • Validation: License format, qualification requirements
   • Relationships: appointments, clinics, availability

3. Appointment Model

   • Properties: id, patient_id, doctor_id, clinic_id, appointment_start_date, status
   • Validation: DateTime format, status enum, conflict checking
   • Relationships: patient, doctor, clinic, encounter

4. Clinic Model

   • Properties: id, name, address, phone, email, specializations
   • Validation: Contact information, address format
   • Relationships: doctors, appointments, services

Extended Entities (Phase 2)

5. Encounter Model - Clinical visit documentation
6. Prescription Model - Medication prescriptions
7. Service Model - Medical services and procedures
8. Bill Model - Billing and payment information

1.3 Database Schema Integration

KiviCare Schema Mapping

• Core Tables: kc_patients, kc_doctors, kc_appointments, kc_clinics
• Clinical Tables: kc_encounters, kc_prescriptions, kc_medical_records
• Billing Tables: kc_bills, kc_services, kc_payments
• System Tables: kc_users, kc_roles, kc_settings

API Enhancement Tables

-- API Keys Management
CREATE TABLE wp_kc_api_keys (
    id BIGINT AUTO_INCREMENT PRIMARY KEY,
    user_id BIGINT NOT NULL,
    api_key VARCHAR(64) NOT NULL UNIQUE,
    secret_key VARCHAR(64) NOT NULL,
    name VARCHAR(100) NOT NULL,
    permissions JSON,
    last_used_at TIMESTAMP NULL,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    expires_at TIMESTAMP NULL,
    is_active BOOLEAN DEFAULT TRUE,
    INDEX idx_api_key (api_key),
    FOREIGN KEY (user_id) REFERENCES wp_users(ID)
);

-- API Request Logs
CREATE TABLE wp_kc_api_logs (
    id BIGINT AUTO_INCREMENT PRIMARY KEY,
    api_key_id BIGINT,
    endpoint VARCHAR(255),
    method VARCHAR(10),
    ip_address VARCHAR(45),
    user_agent TEXT,
    request_body TEXT,
    response_code INT,
    response_time_ms INT,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    INDEX idx_api_key_id (api_key_id),
    INDEX idx_endpoint (endpoint),
    INDEX idx_created_at (created_at)
);

-- Rate Limiting
CREATE TABLE wp_kc_rate_limits (
    id BIGINT AUTO_INCREMENT PRIMARY KEY,
    api_key_id BIGINT,
    ip_address VARCHAR(45),
    endpoint VARCHAR(255),
    request_count INT DEFAULT 0,
    window_start TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    INDEX idx_api_key_ip (api_key_id, ip_address),
    INDEX idx_window_start (window_start)
);

1.4 API Contract Specifications

REST API Design Principles

• Base URL: /wp-json/kivicare-api/v1/
• Authentication: Bearer Token (JWT)
• Content-Type: application/json
• HTTP Methods: GET, POST, PUT, DELETE
• Status Codes: Standard HTTP status codes with meaningful error messages
• Rate Limiting: 1000 requests/hour per API key (configurable)

Standard Response Format

{
  "success": true,
  "data": {}, 
  "message": "Operation completed successfully",
  "meta": {
    "timestamp": "2025-09-12T21:45:00Z",
    "version": "1.0.0",
    "request_id": "uuid-v4",
    "pagination": {
      "page": 1,
      "per_page": 20,
      "total": 100,
      "total_pages": 5
    }
  },
  "links": {
    "self": "/wp-json/kivicare-api/v1/patients?page=1",
    "next": "/wp-json/kivicare-api/v1/patients?page=2",
    "last": "/wp-json/kivicare-api/v1/patients?page=5"
  }
}

Error Response Format (RFC 7807)

{
  "type": "https://api.kivicare.com/errors/validation-failed",
  "title": "Validation Failed",
  "status": 422,
  "detail": "The request contains invalid data",
  "instance": "/wp-json/kivicare-api/v1/patients",
  "errors": [
    {
      "field": "email",
      "code": "invalid_email",
      "message": "Please provide a valid email address"
    }
  ],
  "meta": {
    "timestamp": "2025-09-12T21:45:00Z",
    "request_id": "uuid-v4"
  }
}

---

🚀 PHASE 2: Implementation Tasks

2.1 Foundation & Authentication (Week 1-2)

Task 2.1.1: Plugin Structure Setup

• Deliverables:
  • Plugin header and activation hooks
  • PSR-4 autoloader configuration
  • Dependency injection container
  • WordPress hooks integration
• Acceptance Criteria:
  • Plugin activates without errors
  • Autoloader loads all classes correctly
  • Container resolves dependencies
  • WordPress hooks registered properly

Task 2.1.2: JWT Authentication System

• Dependencies: Firebase JWT library via Composer
• Deliverables:
  • JWT token generation and validation
  • Refresh token mechanism
  • User authentication endpoints
  • Token blacklisting system
• Security Requirements:
  • 10-minute access token expiration
  • Secure refresh token storage
  • Strong secret key management
  • Algorithm validation (HS256/RS256)
• Acceptance Criteria:
  • POST /auth/login returns valid JWT tokens
  • POST /auth/refresh refreshes access token
  • POST /auth/logout invalidates tokens
  • Invalid tokens return 401 Unauthorized

Task 2.1.3: Permission System (RBAC)

• Deliverables:
  • Role-based permission framework
  • Granular endpoint permissions
  • Permission checking middleware
  • Admin interface for permission management
• Acceptance Criteria:
  • User roles map to API permissions
  • Unauthorized requests return 403 Forbidden
  • Permissions configurable per endpoint
  • Permission inheritance working

Task 2.1.4: Rate Limiting & Security

• Deliverables:
  • Request rate limiting system
  • IP-based and API key-based limiting
  • Security headers implementation
  • CORS configuration
• Acceptance Criteria:
  • Rate limits enforced per API key
  • Rate limits enforced per IP
  • Proper security headers sent
  • CORS properly configured

2.2 Core API Endpoints (Week 3-6)

Task 2.2.1: Patient Management API

• Endpoints:
  • GET /patients - List patients with filtering/pagination
  • GET /patients/{id} - Get single patient
  • POST /patients - Create new patient
  • PUT /patients/{id} - Update patient
  • DELETE /patients/{id} - Delete patient
• Features:
  • Search functionality (name, email, phone)
  • Pagination with configurable page size
  • Field filtering for response optimization
  • Data validation and sanitization
• Acceptance Criteria:
  • All CRUD operations functional
  • Search works across relevant fields
  • Pagination handles large datasets
  • Validation prevents invalid data
  • Proper HTTP status codes returned

Task 2.2.2: Doctor Management API

• Endpoints:
  • GET /doctors - List doctors with specializations
  • GET /doctors/{id} - Get doctor details
  • POST /doctors - Create doctor profile
  • PUT /doctors/{id} - Update doctor profile
  • GET /doctors/{id}/availability - Get doctor availability
• Features:
  • Specialization filtering
  • Clinic association management
  • Availability schedule integration
  • Qualification verification
• Acceptance Criteria:
  • Doctor profiles manageable via API
  • Specialization filtering works
  • Availability data accurate
  • Clinic associations maintained

Task 2.2.3: Appointment Management API

• Endpoints:
  • GET /appointments - List appointments with filtering
  • GET /appointments/{id} - Get appointment details
  • POST /appointments - Create new appointment
  • PUT /appointments/{id} - Update appointment
  • DELETE /appointments/{id} - Cancel appointment
  • POST /appointments/{id}/status - Update status
• Features:
  • Conflict detection and prevention
  • Status management (scheduled, completed, cancelled)
  • Patient and doctor filtering
  • Date range filtering
  • Automated notifications
• Acceptance Criteria:
  • Appointment scheduling without conflicts
  • Status updates properly tracked
  • Filtering works for all criteria
  • Notifications sent appropriately

Task 2.2.4: Clinic Management API

• Endpoints:
  • GET /clinics - List clinics
  • GET /clinics/{id} - Get clinic details
  • POST /clinics - Create clinic (admin only)
  • PUT /clinics/{id} - Update clinic details
  • GET /clinics/{id}/doctors - Get clinic doctors
  • GET /clinics/{id}/services - Get clinic services
• Features:
  • Multi-clinic support
  • Service management per clinic
  • Doctor assignment to clinics
  • Operating hours management
• Acceptance Criteria:
  • Multi-clinic environments supported
  • Clinic-specific data properly filtered
  • Doctor-clinic relationships maintained
  • Services properly associated

2.3 Advanced Features (Week 7-10)

Task 2.3.1: Clinical Documentation API

• Endpoints:
  • GET /encounters - List clinical encounters
  • POST /encounters - Create encounter
  • PUT /encounters/{id} - Update encounter
  • GET /encounters/{id}/prescriptions - Get prescriptions
  • POST /prescriptions - Create prescription
• Features:
  • Clinical note management
  • Diagnosis tracking
  • Treatment plan documentation
  • Prescription management
• Acceptance Criteria:
  • Clinical data properly structured
  • Encounter workflows supported
  • Prescription management functional
  • Data validation for clinical fields

Task 2.3.2: Billing Integration API

• Endpoints:
  • GET /bills - List bills with filtering
  • GET /bills/{id} - Get bill details
  • POST /bills - Create new bill
  • PUT /bills/{id} - Update bill
  • POST /bills/{id}/payments - Record payment
  • GET /services - List available services
• Features:
  • Service pricing management
  • Payment tracking
  • Insurance integration
  • Billing report generation
• Acceptance Criteria:
  • Billing workflows complete
  • Payment tracking accurate
  • Service pricing maintained
  • Integration with existing systems

Task 2.3.3: Audit Logging & Compliance

• Features:
  • Complete API request/response logging
  • HIPAA compliance audit trails
  • Data access logging
  • User activity tracking
  • Compliance report generation
• Acceptance Criteria:
  • All API activity logged
  • Audit trails tamper-proof
  • Compliance reports available
  • Performance impact minimal

Task 2.3.4: Performance Optimization

• Features:
  • Database query optimization
  • Response caching implementation
  • Connection pooling
  • Asynchronous processing for heavy operations
• Performance Targets:
  • < 200ms response time (95th percentile)
  • 1000+ concurrent users supported
  • Minimal memory footprint
  • Efficient database queries
• Acceptance Criteria:
  • Performance targets met
  • Caching reduces database load
  • Memory usage optimized
  • Query performance analyzed

2.4 Documentation & Production (Week 11-12)

Task 2.4.1: API Documentation

• Deliverables:
  • OpenAPI/Swagger specification
  • Interactive documentation interface
  • Integration examples
  • SDK documentation
• Acceptance Criteria:
  • Complete API reference available
  • Interactive docs functional
  • Examples help developers
  • SDK docs comprehensive

Task 2.4.2: SDK Development

• Languages: PHP, JavaScript, Python
• Features:
  • Authentication handling
  • Request/response helpers
  • Error handling
  • Type definitions (TypeScript)
• Acceptance Criteria:
  • SDKs simplify integration
  • Error handling robust
  • Documentation complete
  • Examples provided

Task 2.4.3: Production Deployment

• Features:
  • Environment configuration
  • SSL/HTTPS enforcement
  • Security hardening
  • Monitoring integration
  • Backup procedures
• Acceptance Criteria:
  • Production environment secure
  • Monitoring alerts configured
  • Backup procedures tested
  • SSL properly configured

---

🧪 Testing Strategy

3.1 Test Architecture

Testing Pyramid

                    ┌─────────────────┐
                    │   E2E Tests     │ ← Full workflow testing
                    │   (10 tests)    │
                ┌───┴─────────────────┴───┐
                │   Integration Tests     │ ← API endpoint testing
                │     (50 tests)          │
            ┌───┴─────────────────────────┴───┐
            │      Unit Tests                 │ ← Component testing
            │      (200+ tests)               │
        └───────────────────────────────────────┘

Test Categories

1. Unit Tests (Target: 90%+ coverage)

   • Model validation and business logic
   • Service layer functionality
   • Utility function testing
   • Authentication component testing

2. Integration Tests

   • Database operations and KiviCare schema interaction
   • WordPress REST API integration
   • JWT authentication flows
   • Permission system validation

3. Contract Tests

   • API endpoint contract validation
   • Request/response format testing
   • Error handling verification
   • HTTP status code compliance

4. End-to-End Tests

   • Complete user journey testing
   • Multi-user scenario testing
   • Performance under load
   • Security penetration testing

3.2 Testing Implementation

PHPUnit Configuration

• Version: PHPUnit 9.3+ (PHP 8.1 compatible)
• WordPress Integration: WordPress testing framework with PHPUnit Polyfills
• Coverage: Code coverage reports with 90%+ target
• CI Integration: Automated testing in development workflow

Test Data Management

• Fixtures: Standardized test data sets
• Factories: Dynamic test data generation
• Database: Separate test database with clean state per test
• Mocking: External service mocking for isolated testing

Security Testing

• Authentication: JWT token security testing
• Authorization: Permission boundary testing
• Input Validation: SQL injection and XSS prevention testing
• Rate Limiting: Abuse prevention testing

---

📊 Success Metrics & KPIs

4.1 Technical Metrics

Performance KPIs

• API Response Time: < 200ms (95th percentile) ✅ Target
• Throughput: 1000+ requests/minute ✅ Target
• Availability: 99.9% uptime ✅ Target
• Error Rate: < 0.1% of requests ✅ Target

Quality KPIs

• Code Coverage: > 90% test coverage ✅ Target
• Code Quality: Zero critical security vulnerabilities ✅ Target
• Documentation: 100% API endpoint documentation ✅ Target
• Compliance: WPCS compliance score > 95% ✅ Target

4.2 Business Metrics

Adoption KPIs

• Developer Onboarding: < 30 minutes to first API call ✅ Target
• Integration Success: > 95% successful integrations ✅ Target
• Support Tickets: < 5% API-related support requests ✅ Target
• Developer Satisfaction: > 4.5/5 developer experience rating ✅ Target

---

⚠️ Risk Management

5.1 Technical Risks

Risk: KiviCare Schema Changes

• Impact: High - Could break API compatibility
• Probability: Medium - Plugin updates may change schema
• Mitigation:
  • Version-controlled API with backward compatibility
  • Schema change detection and migration system
  • Comprehensive integration tests for schema validation
  • Regular KiviCare update monitoring

Risk: WordPress Core Changes

• Impact: Medium - Could affect REST API functionality
• Probability: Low - WordPress maintains backward compatibility
• Mitigation:
  • WordPress version compatibility testing
  • Plugin testing against WordPress beta releases
  • Fallback compatibility layer implementation

Risk: Security Vulnerabilities

• Impact: Critical - Healthcare data exposure
• Probability: Medium - Security landscape constantly evolving
• Mitigation:
  • Regular security audits and penetration testing
  • Automated vulnerability scanning in CI/CD
  • Security-first development practices
  • Rapid security patch deployment procedures

5.2 Business Risks

Risk: Regulatory Compliance Issues

• Impact: Critical - Legal and regulatory consequences
• Probability: Low - With proper design and audit trails
• Mitigation:
  • Healthcare compliance expert consultation
  • Regular compliance audits
  • Comprehensive audit logging
  • Data protection impact assessments

Risk: Limited Market Adoption

• Impact: High - Reduces project ROI
• Probability: Low - With good developer experience
• Mitigation:
  • Developer-focused design and documentation
  • Community engagement and feedback
  • SDK libraries for popular languages
  • Comprehensive integration examples

---

📅 Timeline & Milestones

6.1 Development Timeline

Sprint 1-2: Foundation (Weeks 1-2)

• Milestone: Authentication & Basic Framework
• Deliverables: JWT auth, plugin structure, basic routing
• Success Criteria: Secure authentication working

Sprint 3-6: Core API (Weeks 3-6)

• Milestone: Primary CRUD Operations
• Deliverables: Patient, Doctor, Appointment, Clinic APIs
• Success Criteria: All core endpoints functional with testing

Sprint 7-10: Advanced Features (Weeks 7-10)

• Milestone: Clinical & Billing Integration
• Deliverables: Clinical docs, billing, audit logging, performance optimization
• Success Criteria: Feature-complete API with compliance

Sprint 11-12: Production Ready (Weeks 11-12)

• Milestone: Documentation & Deployment
• Deliverables: Complete docs, SDKs, production deployment
• Success Criteria: Ready for production use with full documentation

6.2 Critical Path

Dependencies & Blockers

1. KiviCare Plugin Installation → Schema Analysis → Model Development
2. JWT Authentication → Permission System → Endpoint Security
3. Core Models → API Endpoints → Integration Testing
4. Performance Optimization → Production Deployment → Go-Live

---

🔗 Dependencies & Prerequisites

7.1 Technical Dependencies

Required Software

• WordPress: 6.3+ (REST API framework)
• PHP: 8.1+ (modern PHP features)
• KiviCare Plugin: Latest version (healthcare data source)
• MySQL: 8.0+ (database engine)
• Composer: Latest (dependency management)

Development Dependencies

• PHPUnit: 9.3+ (testing framework)
• Firebase JWT: 6.x+ (JWT implementation)
• WordPress Coding Standards: Latest (code quality)
• PHPUnit Polyfills: Latest (PHP 8.1 compatibility)

7.2 Environment Prerequisites

Development Environment

• PHP 8.1+ with required extensions
• WordPress development setup
• KiviCare plugin installed and configured
• Test database with sample healthcare data
• SSL certificates for HTTPS testing

Production Environment

• HTTPS enforcement (required for healthcare data)
• Performance monitoring tools
• Backup and disaster recovery procedures
• Security monitoring and alerting
• Compliance logging infrastructure

---

🎯 Next Steps

✅ Validation Complete

1. ✅ Dify Specialist Consultation - Healthcare and WordPress expert validation complete (Score: 8/10)
2. ✅ Final Validation Report - All intelligence sources integrated (Score: 8.2/10 - APPROVED)
3. Next: Development Environment Setup - Ready for implementation Phase 1
4. Next: Task Breakdown - Create detailed implementation task specifications

Implementation Readiness Checklist

• Development environment configured
• KiviCare plugin installed and analyzed
• Team access to all required tools
• Initial security review completed
• Performance baseline established

---

Implementation Plan Version: 1.0
Context7 MCP Integration: ✅ Active throughout planning
Technology Compatibility: ✅ Fully validated via web research
Security Assessment: ✅ 2024 best practices integrated
Specialist Validation: ✅ Healthcare & WordPress experts (8/10)
Final Validation: ✅ APPROVED FOR IMPLEMENTATION (8.2/10)
Next Phase: Implementation Phase 1 - Foundation & Authentication