desk-moloni/.specify/plan.md

# 📋 IMPLEMENTATION PLAN - desk-moloni

## 🎯 PROJECT PHASES

### ✅ PHASE 1: Foundation & Core Integration (COMPLETE)
**Duration**: Completed
**Status**: ✅ Done

#### Components Implemented:
- [x] **API Connectors**: DeskCRM + Moloni integration
- [x] **Database Schema**: Complete sync tables created
- [x] **Core Sync Engine**: Bidirectional synchronization
- [x] **Error Handling**: Comprehensive retry mechanisms
- [x] **Logging System**: Detailed audit trails
- [x] **Data Validation**: Input sanitization and checks
- [x] **Configuration Management**: Environment-based setup

### 🔄 PHASE 2: Web Interface & Management (IN PROGRESS)
**Duration**: 2-3 weeks
**Status**: 🟡 Planning

#### 2.1 Web Dashboard (Week 1)
- [ ] **Login System**: Admin authentication
- [ ] **Dashboard Overview**: Sync statistics and status
- [ ] **Real-time Monitoring**: Live sync operations
- [ ] **Error Dashboard**: Failed operations management

#### 2.2 Configuration Interface (Week 2)
- [ ] **Field Mapping UI**: Visual field mapping tool
- [ ] **API Settings**: Credential management interface
- [ ] **Sync Settings**: Frequency and batch size controls
- [ ] **User Management**: Admin user roles

#### 2.3 Reporting & Analytics (Week 3)
- [ ] **Sync Reports**: Daily/weekly/monthly summaries
- [ ] **Performance Metrics**: Response time analytics
- [ ] **Error Analysis**: Failure pattern analysis
- [ ] **Export Features**: CSV/PDF report generation

### 🚀 PHASE 3: Advanced Features (FUTURE)
**Duration**: 3-4 weeks
**Status**: 📋 Planned

#### 3.1 Advanced Synchronization
- [ ] **Selective Sync**: Choose specific customers/invoices
- [ ] **Custom Workflows**: Business rule automation
- [ ] **Conflict Resolution**: Automatic data conflict handling
- [ ] **Scheduled Sync**: Cron-based automation

#### 3.2 Integration Extensions
- [ ] **Webhook Support**: Real-time notifications
- [ ] **API Extensions**: Custom endpoint creation
- [ ] **Third-party Integrations**: Additional services
- [ ] **Mobile Notifications**: SMS/Email alerts

#### 3.3 Enterprise Features
- [ ] **Multi-tenant Support**: Multiple company handling
- [ ] **Advanced Security**: 2FA and audit logs
- [ ] **Performance Optimization**: Caching and indexing
- [ ] **High Availability**: Load balancing setup

## 🛠️ TECHNICAL IMPLEMENTATION

### Database Enhancements
```sql
-- Additional tables for Phase 2
CREATE TABLE sync_dashboard_stats (
    id INT PRIMARY KEY AUTO_INCREMENT,
    stat_date DATE,
    total_syncs INT,
    successful_syncs INT,
    failed_syncs INT,
    avg_response_time DECIMAL(10,3),
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);

CREATE TABLE user_sessions (
    id INT PRIMARY KEY AUTO_INCREMENT,
    user_id INT,
    session_token VARCHAR(255),
    expires_at TIMESTAMP,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);

CREATE TABLE sync_schedules (
    id INT PRIMARY KEY AUTO_INCREMENT,
    schedule_name VARCHAR(100),
    cron_expression VARCHAR(100),
    entity_type VARCHAR(50),
    is_active BOOLEAN DEFAULT TRUE,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);
```

### Web Interface Architecture
```php
WebInterface/
├── Controllers/
│   ├── DashboardController.php    # Main dashboard logic
│   ├── ConfigController.php       # Settings management
│   ├── ReportsController.php      # Analytics and reports
│   └── AuthController.php         # User authentication
├── Views/
│   ├── dashboard.php              # Main dashboard view
│   ├── config/                    # Configuration pages
│   ├── reports/                   # Report templates
│   └── layouts/                   # Common layouts
├── Assets/
│   ├── css/                       # Stylesheets
│   ├── js/                        # JavaScript files
│   └── images/                    # UI images
└── API/
    ├── StatusAPI.php              # Real-time status endpoint
    ├── ConfigAPI.php              # Configuration API
    └── ReportsAPI.php             # Reports API
```

## 📊 SUCCESS METRICS

### Phase 2 KPIs
- **Interface Usability**: <5 clicks to main actions
- **Response Time**: <1s page loads
- **Error Rate**: <1% interface errors
- **User Adoption**: 100% admin usage

### Phase 3 KPIs
- **Sync Performance**: <1s average operation
- **Scalability**: Handle 1000+ daily syncs
- **Reliability**: 99.9% uptime
- **Security**: Zero vulnerabilities

## 🔄 DEPLOYMENT STRATEGY

### Phase 2 Deployment
```bash
# Development Environment
- Local LAMP stack with web interface
- Git feature branches for each component
- Automated testing for UI components

# Staging Environment
- Mirror production configuration
- User acceptance testing
- Performance testing under load

# Production Deployment
- Zero-downtime deployment
- Database migration scripts
- Rollback procedures
```

### Monitoring & Observability
```php
Monitoring Stack:
- Application logs: Monolog with rotation
- Performance metrics: Custom timing middleware
- Error tracking: Centralized error handler
- Health checks: API endpoint monitoring
```

## 🧪 TESTING STRATEGY

### Phase 2 Testing
```php
Testing Layers:
├── Unit Tests: Individual component testing
├── Integration Tests: API and database testing
├── UI Tests: Selenium-based browser testing
└── Performance Tests: Load testing with JMeter
```

### Test Coverage Goals
- **Unit Tests**: 90%+ coverage
- **Integration Tests**: All API endpoints
- **UI Tests**: Critical user journeys
- **Performance Tests**: Concurrent user scenarios

## 📋 RISK MITIGATION

### Technical Risks
- **API Rate Limits**: Implement intelligent throttling
- **Data Consistency**: Transaction-based operations
- **Performance**: Caching and optimization strategies
- **Security**: Regular security audits

### Business Risks
- **User Adoption**: Intuitive interface design
- **Maintenance**: Comprehensive documentation
- **Scalability**: Future-proof architecture
- **Integration**: Backward compatibility

---

**Version**: 1.1 | **Last Update**: 2025-09-12 23:30 | **Status**: ✅ Phase 1 Complete + PHP 8.4 Migration, Phase 2 Ready