desk-moloni/.specify/plan.md

📋 IMPLEMENTATION PLAN - desk-moloni

🎯 PROJECT PHASES

✅ PHASE 1: Foundation & Core Integration (COMPLETE)

Duration: Completed Status: ✅ Done

Components Implemented:

• API Connectors: DeskCRM + Moloni integration
• Database Schema: Complete sync tables created
• Core Sync Engine: Bidirectional synchronization
• Error Handling: Comprehensive retry mechanisms
• Logging System: Detailed audit trails
• Data Validation: Input sanitization and checks
• 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

-- 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

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

# 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

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

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

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