# Handover

## What was built
A substantially upgraded Yii3 component-based FieldOps Cloud application skeleton was built. It now includes a real front controller, route table, request/response abstractions, PHP renderer, CSRF service, session auth service, RBAC enforcement service, dashboard and client controllers, client validation service, prepared-statement repository example, JSON API response helper, MySQL schema, seed data, Bootstrap 5 layouts, commercial UI preview, and automated service tests.

## Competitor feature incorporation
The first competitor-demand feature slice has been incorporated: workflow-aware jobs with supported statuses, priorities, blockers, technician checklist defaults, progress visibility, next actions, status filtering, and dashboard workflow exceptions. The schema also now includes foundations for job timeline events, checklist completion, inventory/truck stock, customer portal tokens, automation rules, and saved reports.

## Accounting integration incorporation
Accounting integration foundations were added for Xero, Intuit QuickBooks Online, Sage Accounting, Zoho Books, MYOB, FreeAgent, Reckon, SMEPlus, FreshBooks, and Wave Accounting. The platform now has a settings route, provider registry, tenant-scoped connection schema, sync job/log schema, tests, and documentation. SMEPlus is marked as requiring owner confirmation because official developer/API documentation was not found in current research.

## Calendar integration incorporation
Two-way calendar integration foundations were added for Google Calendar and Outlook / Microsoft 365 Calendar. The platform now has a settings route, provider registry, tenant-scoped calendar connection schema, external event link schema, sync queue schema, webhook notification audit schema, conflict rules, tests, and documentation. Live OAuth, webhooks, and event mutation are intentionally deferred until provider app credentials, encrypted token storage, HTTPS callback URLs, and sandbox tenants are confirmed.

## Replit interface incorporation
The Replit screenshots were incorporated into the local platform as a denser operations-console demo. The app now has a persistent sidebar, demo role bar, KPI dashboard, card-grid jobs/clients/quotes/invoices, schedule planner, AI assistant, CSV import/export screens, team management, reports, settings, and richer demo data. The implementation keeps AI/import/export as safe UI foundations until live credentials and file handling rules are confirmed.

## SaaS platform foundation
FieldOps Cloud now includes SaaS foundations for trade businesses: tenant workspaces, Starter/Growth/Scale plans, usage limits, invitations, feature flags, billing event contracts, subscription UI, workspace UI, pricing UI, and RBAC permissions for tenant and billing management. Live payment collection is intentionally not enabled; production billing should use Stripe Billing, Checkout Sessions, Customer Portal, signed webhooks, and idempotent event processing after test credentials are confirmed.

## Import and LLM foundation
The import workflow now supports selecting the import type before upload, with mandatory fields and validation previews for customers, jobs, quotes, invoices, and team members. LLM API settings and provider metadata were added for import mapping assistance, with explicit guardrails that prevent sending full imports to a model by default. API key storage and live model calls are intentionally deferred until encrypted secret storage, tenant approval, redacted sample handling, and audit logging are implemented.

## Files changed / created
Key areas: `composer.json`, `public/index.php`, `public/assets`, `src/Application`, `src/Infrastructure`, `src/Site`, `src/Dashboard`, `src/Client`, `src/Job`, `src/Demo`, `src/Accounting`, `src/Calendar`, `src/Importing`, `src/Llm`, `src/Saas`, `src/Api`, `templates`, `database`, `migrations`, `.project-status`, `tests`, `tools`, and `docs`.

## How to run
Run `composer install`, copy `.env.example` to `.env`, create `fieldops_cloud` in MySQL, import `database/schema.sql` and `database/seed.sql`, then open `http://localhost/FieldOps-Cloud/public/` in XAMPP.

## Known limitations
The requested uploaded `PROJECT_HANDOVER` archive and `Yii3 project structure.txt` were not present in this container. Several modules are production-structured and documented but not fully database-wired end-to-end yet. Acceptance is still partial until live XAMPP/MySQL browser QA and complete controller wiring are finished.

## Risks and next steps
Finish live repository/controller wiring for tenants, jobs, quotes, invoices, schedule, team, reports, settings, customer portal, inventory, accounting OAuth/sync workers, calendar OAuth/sync workers, CSV import/export, encrypted LLM keys, billing, and REST token authentication. Add browser functional tests against XAMPP and complete Yii middleware integration before commercial release.
