Missing Features Implementation Roadmap

Last Updated: 2025-10-25
Status: Active Development - SME Business Automation Focus
Owner: Technical Architecture

BUSINESS CONTEXT

Zixly is an SME business automation platform for Brisbane and South East Queensland businesses (10-50 employees).

This roadmap outlines remaining features to be implemented for SME business automation, focusing on connecting business systems (Xero, HubSpot, Shopify, Asana) to automate repetitive tasks. The core webhook-triggered workflow infrastructure is complete; now we build SME integrations.

CURRENT STATUS

✅ COMPLETED

Core Infrastructure:

• Docker Compose workflow infrastructure
• Webhook receiver (Express.js)
• Workflow worker (Bull/SQS)
• Redis job queue
• LocalStack + Terraform (AWS emulation)
• SQS, S3, Secrets Manager integration
• Prometheus + Grafana observability
• Basic dashboard UI

Business Pivot (October 2025):

• Complete documentation pivot to SME focus
• New financial model for SME market
• SME-focused marketing materials and website
• Integration documentation (Xero, HubSpot, Shopify, Asana, Email)
• Updated service catalog and pricing

🔄 IN PROGRESS

• OAuth 2.0 integration framework
• SME business system connectors
• Workflow template library

PRIORITY 1: SME BUSINESS SYSTEM INTEGRATIONS (Weeks 1-4)

Xero Integration (Accounting)

Status: Not Started
Priority: Critical
Effort: 2 weeks
Dependencies: OAuth 2.0 framework, Xero developer account

Deliverables:

• OAuth 2.0 authentication flow for Xero
• Webhook subscription for invoice events
• API client for Xero REST API
• Workflow: Invoice paid → update HubSpot contact
• Workflow: New customer → create in Xero
• Secure token storage in AWS Secrets Manager

Success Criteria:

• OAuth connection successful
• Webhook events received and processed
• Invoice data synced to CRM
• Token refresh working automatically
• Error handling for API failures

Implementation Steps:

1. Set up Xero developer app and OAuth credentials
2. Implement OAuth 2.0 authorization flow
3. Create Xero API client (TypeScript)
4. Subscribe to Xero webhooks
5. Build invoice-to-CRM workflow
6. Test with real Xero account

HubSpot Integration (CRM)

Status: Not Started
Priority: Critical
Effort: 2 weeks
Dependencies: OAuth 2.0 framework, HubSpot developer account

Deliverables:

• OAuth 2.0 authentication flow for HubSpot
• Webhook subscription for deal events
• API client for HubSpot REST API
• Workflow: Deal won → create Asana project
• Workflow: New lead → nurture email sequence
• Contact and deal sync workflows

Success Criteria:

• OAuth connection successful
• Webhook events received and processed
• Deal data synced to project management
• Lead nurturing automated
• Contact records kept in sync

Implementation Steps:

1. Set up HubSpot developer app and OAuth credentials
2. Implement OAuth 2.0 authorization flow
3. Create HubSpot API client (TypeScript)
4. Subscribe to HubSpot webhooks
5. Build deal-to-project workflow
6. Test with real HubSpot account

Shopify Integration (E-commerce)

Status: Not Started
Priority: High
Effort: 2 weeks
Dependencies: OAuth 2.0 framework, Shopify partner account

Deliverables:

• OAuth 2.0 authentication flow for Shopify
• Webhook subscription for order events
• API client for Shopify REST/GraphQL API
• Workflow: Order placed → update inventory in accounting
• Workflow: Order fulfilled → send customer email
• Order sync to accounting system

Success Criteria:

• OAuth connection successful
• Order webhooks received and processed
• Inventory synced to accounting
• Customer notifications automated
• Order data accurate in all systems

Implementation Steps:

1. Set up Shopify partner app and OAuth credentials
2. Implement OAuth 2.0 authorization flow
3. Create Shopify API client (TypeScript)
4. Subscribe to Shopify webhooks
5. Build order-to-accounting workflow
6. Test with Shopify test store

Asana Integration (Project Management)

Status: Not Started
Priority: Medium
Effort: 1 week
Dependencies: OAuth 2.0 framework, Asana developer account

Deliverables:

• OAuth 2.0 authentication flow for Asana
• Webhook subscription for task events
• API client for Asana REST API
• Workflow: Deal won → create project from template
• Workflow: Task completed → update time tracking
• Automated project creation workflows

Success Criteria:

• OAuth connection successful
• Task webhooks received and processed
• Projects created automatically from deals
• Time tracking synced to accounting
• Project templates working

Implementation Steps:

1. Set up Asana developer app and OAuth credentials
2. Implement OAuth 2.0 authorization flow
3. Create Asana API client (TypeScript)
4. Subscribe to Asana webhooks
5. Build project creation workflow
6. Test with real Asana workspace

PRIORITY 2: WORKFLOW TEMPLATES & SME DASHBOARD (Weeks 5-8)

Workflow Template Library

Status: Not Started
Priority: High
Effort: 2 weeks
Dependencies: SME integrations complete

Deliverables:

• Pre-built workflow templates for common SME use cases
• Template categories: Accounting, Sales, E-commerce, Project Management
• One-click workflow installation
• Template customization interface
• Template documentation (business-focused, plain English)

Success Criteria:

• 10+ workflow templates available
• Templates categorized and searchable
• Installation process simple and fast
• Customization intuitive for non-technical users
• Templates work out-of-the-box with connected systems

Example Templates:

• Invoice paid → update CRM contact
• Deal won → create Asana project
• Shopify order → Xero invoice
• Task completed → time tracking update
• New lead → email nurture sequence

Implementation Steps:

1. Design template data model and storage
2. Create template installation workflow
3. Build 10 common SME workflow templates
4. Implement template search and discovery
5. Add customization UI
6. Write business-focused documentation for each template

SME-Friendly Dashboard

Status: Basic infrastructure exists
Priority: High
Effort: 2 weeks
Dependencies: Workflow templates, real-time updates

Deliverables:

• Plain English workflow execution history
• Visual workflow status (not just “queued/running/failed”)
• Time savings analytics dashboard
• Error messages that SMEs can understand
• ROI tracking (hours saved, errors prevented)
• One-click workflow triggering

Success Criteria:

• Non-technical users can understand all dashboard elements
• Error messages suggest actionable fixes
• Time savings accurately calculated and displayed
• Dashboard loads in < 2 seconds
• Mobile-responsive design

Implementation Steps:

1. Redesign dashboard UI for SME users (remove technical jargon)
2. Implement time savings calculation engine
3. Create ROI tracking dashboard
4. Rewrite all error messages in plain English
5. Add mobile-responsive layout
6. User testing with non-technical SME business owners

PRIORITY 3: PRODUCTION FEATURES (Weeks 5-8)

Performance Optimization

Status: Not implemented
Priority: High
Effort: 1 week
Dependencies: Core features complete

Deliverables:

• API response time < 200ms p95
• Dashboard LCP < 2.5s
• Database query optimization
• Redis/SQS caching strategy
• CDN configuration for static assets

Success Criteria:

• API p95 latency < 200ms
• Dashboard LCP < 2.5s
• Database queries use indexes
• Cache hit rate > 80%
• Vercel Edge functions optimized

Implementation Steps:

1. Profile API and database performance
2. Add database indexes
3. Implement caching layer
4. Optimize React rendering
5. Monitor production metrics

Security Hardening

Status: Partially implemented
Priority: High
Effort: 1 week
Dependencies: Core features complete

Deliverables:

• Security audit (OWASP Top 10)
• Rate limiting (10 req/min per API key)
• Input validation (Zod schemas)
• CORS configuration
• Security headers (CSP, HSTS)
• API key rotation mechanism

Success Criteria:

• Security audit passed
• Rate limiting prevents abuse
• Input validation catches all malformed requests
• CORS configured correctly
• Security headers set

Implementation Steps:

1. Conduct OWASP security audit
2. Implement rate limiting middleware
3. Add comprehensive Zod validation
4. Configure CORS policies
5. Set security headers in Next.js config

Testing & Monitoring

Status: Partially implemented (Prometheus + Grafana)
Priority: High
Effort: 2 weeks
Dependencies: Core features complete

Deliverables:

• End-to-end tests (Playwright): Job submission → completion
• Load tests (K6): 100 concurrent jobs
• Integration tests (Vitest): API routes, worker logic
• Error tracking (Sentry): Production errors
• Uptime monitoring (Better Uptime): 99.5% SLA

Success Criteria:

• E2E tests cover critical user flows
• Load tests pass (100 concurrent jobs)
• Integration tests cover all API routes
• Error tracking captures and alerts on failures
• Uptime monitoring configured

Implementation Steps:

1. Set up Playwright E2E tests
2. Implement K6 load testing scenarios
3. Write Vitest integration tests
4. Configure Sentry error tracking
5. Set up uptime monitoring and alerts

PRIORITY 4: ADVANCED FEATURES (Weeks 9-16)

Multi-Pipeline Support

Status: Not implemented
Priority: Medium
Effort: 2 weeks
Dependencies: Core pipeline working

Deliverables:

• Support for multiple pipeline types (trading, document processing, data ETL)
• Pipeline templates for common workflows
• Dynamic pipeline configuration
• Pipeline versioning

Success Criteria:

• Can add new pipeline types without code changes
• Templates speed up new pipeline creation
• Configuration stored in database
• Version control for pipeline definitions

Implementation Steps:

1. Design pipeline abstraction layer
2. Create pipeline registry
3. Implement template system
4. Add versioning support
5. Document pipeline creation process

Advanced Analytics

Status: Not implemented
Priority: Medium
Effort: 3 weeks
Dependencies: Core platform complete

Deliverables:

• Historical trend analysis (best strategies over time)
• Anomaly detection (unusual job failures)
• Cost tracking (AWS spend per pipeline)
• Performance benchmarking (job duration trends)

Success Criteria:

• Trends visualized clearly
• Anomalies detected and alerted
• Cost tracking accurate
• Benchmarks actionable

Implementation Steps:

1. Implement trend detection algorithms
2. Add anomaly detection
3. Track AWS costs per job
4. Create performance benchmarks
5. Build analytics dashboard

Mobile Application

Status: Not implemented
Priority: Low
Effort: 4 weeks
Dependencies: Core platform complete

Deliverables:

• React Native app (iOS/Android)
• Job triggering from mobile
• Push notifications for job completion
• Offline job history viewing

Success Criteria:

• Mobile app functional on iOS and Android
• Can trigger jobs from mobile
• Push notifications delivered
• Offline mode works

Implementation Steps:

1. Set up React Native project
2. Implement auth with Supabase
3. Add job triggering and viewing
4. Implement push notifications (Firebase)
5. Add offline data sync
6. Test on iOS and Android

IMPLEMENTATION TIMELINE

Weeks 1-2: Core Dashboard

• Week 1: Pipeline management API
• Week 2: Real-time dashboard updates

Weeks 3-4: Visualization & UX

• Week 3: Result visualization components
• Week 4: Interactive dashboard features

Weeks 5-8: Production Features

• Week 5: Performance optimization
• Week 6: Security hardening
• Week 7-8: Testing and monitoring

Weeks 9-16: Advanced Features (Optional)

• Week 9-10: Multi-pipeline support
• Week 11-13: Advanced analytics
• Week 14-16: Mobile application

RESOURCE REQUIREMENTS

Development Resources

• Senior Full-Stack Developer: 1 FTE (solo founder initially)
• Contractors (as needed): DevOps, Frontend, Testing specialists

Infrastructure Resources

• Supabase Free Tier: PostgreSQL, auth, real-time (currently sufficient)
• Vercel Hobby Plan: Next.js hosting (free)
• LocalStack (local dev): AWS emulation (free)
• AWS (future): EKS, SQS, S3 (estimate $50-200/month)

Tools & Services

• Prometheus + Grafana: Monitoring (free, self-hosted)
• Sentry: Error tracking (free tier: 5k events/month)
• Better Uptime: Uptime monitoring (free tier)
• GitHub Actions: CI/CD (free for public repos)

RISK MITIGATION

Technical Risks

• Performance Issues: Early load testing, caching strategy
• Security Vulnerabilities: Security audit before production
• Data Loss: Regular backups, point-in-time recovery
• External API Failures: Retry logic, dead letter queues

Operational Risks

• Solo Developer Capacity: Focus on MVP features, defer advanced features
• Budget Constraints: Use free tiers, LocalStack before AWS
• Timeline Delays: Buffer time built into estimates
• Scope Creep: Strict prioritization, defer non-critical features

SUCCESS METRICS

Phase 1 Success (Dashboard & API)

• ✅ Can trigger jobs from dashboard
• ✅ Real-time status updates working
• ✅ Results displayed clearly
• ✅ API documented and tested

Phase 2 Success (Visualization & UX)

• ✅ Charts and tables functional
• ✅ Search and filtering fast
• ✅ UX intuitive for non-technical users
• ✅ CSV export working

Phase 3 Success (Production Features)

• ✅ Performance targets achieved (< 200ms API, < 2.5s LCP)
• ✅ Security audit passed
• ✅ 100 concurrent jobs load tested
• ✅ Error tracking and uptime monitoring active

Phase 4 Success (Advanced Features)

• ✅ Multi-pipeline support functional
• ✅ Analytics provide actionable insights
• ✅ Mobile app operational (optional)
• ✅ Cost tracking accurate

CURRENT PRIORITIES (Next 2 Weeks)

1. Pipeline Management API (Week 1)
   • Implement GET /api/pipelines, POST /api/pipelines, GET /api/pipelines/[id]
   • Test with Postman/curl
   • Document API
2. Real-Time Dashboard (Week 2)
   • Supabase real-time subscriptions
   • WebSocket connection management
   • Live status updates in UI
3. Result Visualization (Week 2)
   • Charts for trading results
   • Sortable tables
   • Basic export functionality

Document Version: 2.0
Last Updated: 2025-01-27
Owner: Technical Architecture
Review Cycle: Weekly
Next Review: 2025-02-03