# Phase 6 Summary — Production Readiness

The final phase: a complete reporting suite with real (not HTML-trick)
export in every requested format, genuine performance optimization
backed by `EXPLAIN`, a scripted audit of every route in the
application that found and fixed real bugs, full deployment tooling
tested end-to-end, four documentation guides, and a commercial-parity
pass that added the two highest-value gaps versus HubSpot/Salesforce/
Zoho/Monday/GoHighLevel found on inspection: an external API with
scoped keys, and bulk actions on list views.

## Reports (9 types, one engine)

Dashboard Analytics, Lead Reports, Customer Reports, Revenue Reports,
Marketing Reports, Campaign Reports (folded into Marketing — same
underlying `campaigns` data), Appointment Reports, AI Reports, Staff
Performance, System Logs — all served by `ReportService`, one class,
so the Reports page, the Dashboard's KPI cards, and the AI Assistant's
`generate_report` tool are never able to disagree with each other; the
same live-tested methods build the answer wherever it appears.

## Export — genuinely built, not stubbed

This sandbox has no `ZipArchive` extension, no PDF library, and no
internet access to install one. Rather than leave PDF/Excel export as
a "would need a library" placeholder, three things were built from
scratch and independently verified:

- **`App\Core\ZipWriter`** — a spec-correct PKZIP writer (local file
  headers, DEFLATE via `zlib`'s raw deflate, central directory,
  end-of-central-directory record). Verified byte-for-byte correct
  against Python's `zipfile` module (`testzip()` returns no bad CRCs;
  every entry extracts with exact original content).
- **`App\Services\XlsxExportService`** — a real .xlsx (OOXML) file on
  top of `ZipWriter`: content types, relationships, workbook, styled
  worksheet with inline-string cells. Verified by loading the output
  in Python's `openpyxl` and confirming every cell — including
  apostrophes, ampersands, and angle brackets in the data — round-trips
  exactly, with numbers staying real numbers (not stringified).
- **`App\Services\PdfExportService`** — a plain PDF object model
  (Catalog/Pages/Page/content-stream, the built-in Helvetica font,
  automatic multi-page pagination). Verified with **three** independent
  tools: `qpdf --check` (zero structural/stream errors), `pdftotext`
  (every row of a 45-row, 2-page test report extracted correctly, in
  the right order), and `pypdf` (confirmed exact page count).

Every report and every major list view (Leads, Customers, Companies,
Appointments) supports CSV, Excel, PDF, and Print — Print via the
existing `@media print` stylesheet (hides sidebar/topbar/buttons,
resets margins) plus `window.print()`.

### Two real export bugs caught by testing
1. A subtitle string used single-quoted PHP, which doesn't interpret
   `\x` escape sequences — the PDF literally printed the escape-code
   text instead of a dash. Fixed by using a plain ASCII character
   instead of relying on escape sequences at all.
2. The PDF's font objects didn't declare `/Encoding /WinAnsiEncoding`,
   so PDF viewers fell back to StandardEncoding and a footer separator
   character rendered as the wrong glyph (a garbled character instead
   of the intended one). Fixed by declaring the encoding explicitly and
   switching to a plain ASCII separator for maximum viewer
   compatibility — caught by actually reading the `pdftotext` output,
   not just checking the file opened.

## Optimization

- **Indexes**: `EXPLAIN` was run against the actual queries the new
  report methods issue, found several date-range WHERE columns with
  no index at all (`payments.paid_at`, `conversations.started_at`,
  `campaigns.sent_at`/`created_at`, and composite gaps on
  `leads`/`customers`/`appointments`), and added exactly those —
  targeted at confirmed full-table-scan candidates, not speculative.
- **Caching**: `App\Core\CacheService` — dependency-free, file-based,
  TTL + prefix invalidation, verified live (memoization, expiry,
  `forget`, `forgetPrefix` scoping). Applied to the Dashboard's four
  expensive aggregate queries (2-minute TTL) — the one page nearly
  every session hits first.
- **Dashboard Analytics rebuilt**: the controller was still Phase 2's
  placeholder ("Phase 3 replaces this" — it never had been). Now shows
  real KPI cards, a lead pipeline snapshot, upcoming appointments, and
  a recent activity feed, each section gated behind the same
  permission its "View all" link requires (a real mismatch — Recent
  Activity was initially gated on the wrong permission — was caught
  and fixed before shipping).

## Testing — a scripted, comprehensive audit

Rather than manually click through every page (infeasible at this
surface area), every parameter-free `GET` route in the app — 53 of
them — was hit programmatically with an authenticated session in one
pass. **Zero 500s.** Every parameterized route (`/leads/{id}`,
`/campaigns/{id}`, etc.) was then spot-tested with real seeded/created
records.

### Real bugs found and fixed by this audit
1. **`/integrations/{slug}/redirect` and `/integrations/{slug}/
   callback` routes referenced controller methods that didn't exist**
   (`oauthRedirect`/`oauthCallback` vs. the controller's actual
   `googleAuthorize`/`googleCallback`), and there was no way to save an
   OAuth client id/secret before connecting at all — a real functional
   gap, not just a naming mismatch. Fixed by adding the missing
   `saveOauthConfig()` method and correcting the routes, then
   re-verified the entire flow live: save client credentials → status
   correctly stays "not connected" (a new `IntegrationModel::
   saveConfigOnly()` was added specifically so this step doesn't
   falsely claim a completed connection) → redirect produces a
   correct, real `accounts.google.com` authorization URL.
2. **`TagModel::attach()`'s actual parameter order** (`$tagId,
   $entityType, $entityId`) **didn't match what was assumed** when
   wiring the new bulk "add tag" action — caught before it ever ran, by
   checking the model's real signature first.

## External API (commercial-parity addition #1)

An `api_keys` table has existed since Phase 1 with no controller ever
built for it. Built now: key generation (shown once, SHA-256 hashed at
rest — never stored or shown again), `ApiKeyAuthMiddleware` (Bearer
token auth, separate from the session-cookie auth the rest of the app
uses), scoped permissions (`leads.read`, `leads.write`,
`customers.read`), and real endpoints
(`GET/POST /api/v1/external/leads`, `GET /api/v1/external/customers`).
Fully tested live end-to-end: generate a scoped key → call with it
(success) → call without any key (401) → attempt an action outside the
key's scope (403) → revoke the key → call again (401, immediately, no
caching of the old validity).

One correctness fix along the way: `Request::all()` merges
query-string and POST-body parameters, which would have broken Twilio
webhook signature verification (whose signed payload is the POST body
only) on any webhook URL carrying a query string. A `Request::
bodyOnly()` accessor was added and used specifically for signature
verification — caught by tracing through Twilio's actual signing
algorithm before it ran, not after a failure.

## Bulk Actions (commercial-parity addition #2)

Every competitor CRM in the brief supports select-many-act-once on a
list view; A&B Hub didn't. Added to the Leads list: checkbox column,
a selection toolbar (bulk reassign owner, bulk change stage, bulk
delete, bulk add tag — one endpoint, `LeadController::bulkAction()`),
tested live: created 3 leads, bulk-changed all 3 to a new stage,
confirmed via direct DB query, then bulk-deleted all 3, confirmed
`deleted_at` was set on all three (soft delete, not gone).

## What was already in place from earlier phases (verified, not rebuilt)

A pre-Phase-6 inventory found substantial work already done that
matched Phase 6's own goals — verified live rather than redone:
Global Search (cross-entity, FULLTEXT-backed, `GlobalSearchService`),
a Kanban pipeline board for Leads (drag-and-drop stage changes), and
production-grade `.htaccess` files at every level (root deny-all
backstop, `public/` front-controller rewriting + security headers).

## Deployment

- `deploy/apache-vhost.conf` — HTTPS-only example vhost, HSTS,
  PHP-FPM, correct `DocumentRoot` (`/public`, with a deny-all fallback
  on the project root as defense in depth).
- `deploy/GRANTS.sql` — creates a least-privilege MySQL user (no
  `SUPER`, no `FILE`, no access outside its own schema). **Verified
  live**: the generated user successfully ran all 17 migrations and
  produced all 67 tables.
- `deploy/backup-database.sh` — nightly `mysqldump` with gzip and
  14-day local rotation. **Verified live, full round-trip**: backed up
  the real dev database, restored it into a throwaway database, and
  confirmed the table count matched exactly (67 in, 67 out).
- `.env.production.example` — every value that must differ from local
  dev (debug off, secure cookies on, error-only logging) pre-set
  correctly with an explanation of why.

## Documentation

`docs/INSTALLATION.md` (step-by-step, including the one dependency —
`phpmailer/phpmailer` — and an honest note about this sandbox's own
missing `curl` extension), `docs/ADMIN_GUIDE.md` (every module, what
needs configuring before it works vs. what works with zero setup),
`docs/DEVELOPER_GUIDE.md` (architecture map, the "don't reuse a named
placeholder twice" PDO gotcha that bit development sessions more than
once, why there are zero export dependencies), `docs/API.md` (internal
API, external API with the full endpoint table, inbound webhooks).

## Honest limitations

- **AI/integration network calls remain unverifiable in this
  sandbox** (no `curl` extension, no internet) — exactly as documented
  in `docs/PHASE_5_SUMMARY.md`; nothing about Phase 6 changes that.
  Every such client still fails gracefully and was structurally
  verified; a real deployment with `curl` enabled and real credentials
  is what confirms an actual OpenAI/Twilio/Google round-trip.
- **Excel export is single-sheet, no formulas/charts** — a deliberate
  scope choice for a hand-rolled writer (see Developer Guide); adding
  PhpSpreadsheet later behind the same `XlsxExportService` interface
  is a contained upgrade, not a rewrite.
- **Bulk actions were added to Leads only**, not every list view — the
  highest-traffic list, chosen deliberately over spreading thinner
  across all of Customers/Companies/Appointments given remaining
  scope; the same `bulkAction()` pattern is a short, mechanical
  addition to any other controller that wants it.
