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| 1 | +# platform Feature Parity — Design Document |
| 2 | + |
| 3 | +## Goal |
| 4 | + |
| 5 | +Implement all 36 core gaps and scaffold all 24 plugin gaps identified in the platform comparison. Core features get full frontend + backend implementations across all frameworks. Plugins get their own repos under `escalated/plugins/` with frontend components and backend hooks. Each feature includes a TODO section documenting remaining work. |
| 6 | + |
| 7 | +## Architecture |
| 8 | + |
| 9 | +### Core Features |
| 10 | + |
| 11 | +Core features live in the existing repos: |
| 12 | +- `escalated/` — Vue 3 frontend (pages, components, composables) |
| 13 | +- `escalated-laravel/` — Laravel backend (models, controllers, migrations, routes) |
| 14 | +- `escalated-adonis/` — AdonisJS backend |
| 15 | +- `escalated-django/` — Django backend |
| 16 | +- `escalated-rails/` — Rails backend |
| 17 | +- `escalated-wordpress/` — WordPress adapter |
| 18 | +- `escalated-filament/` — Filament admin panel |
| 19 | + |
| 20 | +### Plugins |
| 21 | + |
| 22 | +Each plugin is a standalone package under `escalated/plugins/`: |
| 23 | +``` |
| 24 | +plugins/ |
| 25 | +├── escalated-plugin-livechat/ |
| 26 | +├── escalated-plugin-slack/ |
| 27 | +├── escalated-plugin-jira/ |
| 28 | +├── escalated-plugin-ai-copilot/ |
| 29 | +├── escalated-plugin-web-widget/ |
| 30 | +├── escalated-plugin-whatsapp/ |
| 31 | +├── escalated-plugin-sms/ |
| 32 | +├── escalated-plugin-social/ |
| 33 | +├── escalated-plugin-phone/ |
| 34 | +├── escalated-plugin-community/ |
| 35 | +├── escalated-plugin-nps/ |
| 36 | +├── escalated-plugin-kb-ai/ |
| 37 | +├── escalated-plugin-approvals/ |
| 38 | +├── escalated-plugin-custom-objects/ |
| 39 | +├── escalated-plugin-ip-restriction/ |
| 40 | +├── escalated-plugin-compliance/ |
| 41 | +├── escalated-plugin-marketplace/ |
| 42 | +├── escalated-plugin-scheduled-reports/ |
| 43 | +├── escalated-plugin-custom-layouts/ |
| 44 | +├── escalated-plugin-proactive-messages/ |
| 45 | +├── escalated-plugin-omnichannel-routing/ |
| 46 | +├── escalated-plugin-mobile-sdk/ |
| 47 | +├── escalated-plugin-unified-status/ |
| 48 | +└── escalated-plugin-ticket-sharing/ |
| 49 | +``` |
| 50 | + |
| 51 | +Each plugin follows a standard structure: |
| 52 | +``` |
| 53 | +escalated-plugin-<name>/ |
| 54 | +├── package.json |
| 55 | +├── src/ |
| 56 | +│ ├── index.js # defineEscalatedPlugin() entry |
| 57 | +│ └── components/ # Vue components |
| 58 | +├── TODO.md # What remains to implement |
| 59 | +└── README.md # Plugin documentation |
| 60 | +``` |
| 61 | + |
| 62 | +## Implementation Layers |
| 63 | + |
| 64 | +### Layer 1: Structural Foundations |
| 65 | + |
| 66 | +| Feature | Frontend | Backend | Priority | |
| 67 | +|---------|----------|---------|----------| |
| 68 | +| Custom Fields & Forms | Field renderer component, form builder UI | Migration, model, field types API | P0 | |
| 69 | +| Custom Statuses | Status config UI, updated StatusBadge | Migration, status categories model | P0 | |
| 70 | +| Business Hours | Schedule editor UI, holiday calendar | Schedule model, SLA time calculator | P0 | |
| 71 | +| RBAC / Custom Roles | Role editor, permission matrix UI | Roles/permissions models, middleware | P0 | |
| 72 | +| Audit Log | Audit log viewer, filters | Auditable trait, log storage | P0 | |
| 73 | + |
| 74 | +### Layer 2: Core Workflows |
| 75 | + |
| 76 | +| Feature | Frontend | Backend | |
| 77 | +|---------|----------|---------| |
| 78 | +| Ticket Merging | Merge dialog, merged ticket indicator | Merge service, reply consolidation | |
| 79 | +| Problem/Incident Linking | Link type selector, linked tickets panel | Ticket types, cascade resolution | |
| 80 | +| Parent/Child Tickets | Child ticket creator, relationship view | Parent-child model relationship | |
| 81 | +| Side Conversations | Side thread UI, channel selector | Side conversation model, notifications | |
| 82 | +| Agent Collision Detection | Typing indicator, collision warning banner | Real-time presence channel | |
| 83 | +| Light Agents | Permission-restricted agent view | Light agent role, limited permissions | |
| 84 | +| Skills-Based Routing | Skills tag manager, routing config UI | Skills model, routing algorithm | |
| 85 | +| Agent Capacity | Capacity settings UI, load indicator | Capacity tracking, assignment limiter | |
| 86 | +| Webhooks (Outbound) | Webhook config UI, delivery log viewer | Webhook model, dispatcher, retry queue | |
| 87 | +| Time-Based Automations | Time-condition builder UI | Automation scheduler, condition evaluator | |
| 88 | +| Trigger Categories | Category organizer for triggers | Category model for automation rules | |
| 89 | + |
| 90 | +### Layer 3: Content & Analytics |
| 91 | + |
| 92 | +| Feature | Frontend | Backend | |
| 93 | +|---------|----------|---------| |
| 94 | +| Knowledge Base | Article editor, category tree, search | Article/Category models, full-text search | |
| 95 | +| Pre-built Dashboards | Dashboard widgets, chart components | Aggregation queries, data endpoints | |
| 96 | +| Custom Report Builder | Drag-drop report editor | Report definition model, query engine | |
| 97 | +| Real-time Dashboards | Live-updating stats, queue depth | WebSocket/SSE data stream | |
| 98 | +| Agent Metrics | Per-agent performance cards | Metric collection, aggregation | |
| 99 | +| SLA Reporting | SLA compliance charts, breach analysis | SLA achievement calculator | |
| 100 | +| CSAT Customization | Survey config UI, conditional delivery | Survey model, delivery rules | |
| 101 | +| CSAT Reporting | CSAT analytics dashboard | CSAT aggregation queries | |
| 102 | + |
| 103 | +### Layer 4: Platform & Security |
| 104 | + |
| 105 | +| Feature | Frontend | Backend | |
| 106 | +|---------|----------|---------| |
| 107 | +| SSO (SAML/JWT) | SSO config UI, login redirect | SAML/JWT auth drivers | |
| 108 | +| Two-Factor Auth | 2FA setup wizard, TOTP input | TOTP generation, verification | |
| 109 | +| Data Retention | Retention policy config UI | Scheduled deletion jobs | |
| 110 | +| Custom Objects | Object/field definition UI | Dynamic schema, lookup relationships | |
| 111 | +| Sandbox | Sandbox creation UI | Environment cloning | |
| 112 | +| Email Channel (Advanced) | Multi-address config, DKIM setup | Email piping, authentication | |
| 113 | +| Conditional Fields | Show/hide rules builder | Condition evaluation engine | |
| 114 | +| Custom Statuses per Category | Sub-status config within categories | Status category model | |
| 115 | + |
| 116 | +## Branching Strategy |
| 117 | + |
| 118 | +- `escalated/` frontend: `feature/platform-parity` branch |
| 119 | +- Each backend: `feature/platform-parity` branch |
| 120 | +- Plugins: new repos initialized in `plugins/` directory |
| 121 | + |
| 122 | +## Success Criteria |
| 123 | + |
| 124 | +- All 36 core gaps have frontend components + at least Laravel backend implementation |
| 125 | +- All 24 plugins have scaffold with entry point, components, and TODO.md |
| 126 | +- All tests pass |
| 127 | +- Each feature has a TODO.md documenting remaining work |
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