igny8/multi-tenancy/README.md

IGNY8 Multi-Tenancy Documentation

Last Updated: December 9, 2024

📚 Documentation Structure

This directory contains comprehensive documentation for the IGNY8 multi-tenancy system. All scattered documentation has been consolidated into organized, maintainable files.

Core Documentation Files

1. TENANCY-CHANGE-LOG.md (334 lines)

Complete changelog of all changes made during the current session and last 2 git commits.

Contents:

• Recent Session Changes (Dec 9, 2024)
  • JWT token generation fixes
  • Payment modal amount display fixes
  • Payment approval workflow automation
  • Site creation permission fixes
• Git Commit History
  • Commit 4d13a570: Payment methods restructuring
  • Commit 72d0b6b0: Tenancy fixes and improvements

Use this for: Understanding what changed, when, and why.

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2. TENANCY-IMPLEMENTATION-GUIDE.md (1,584 lines)

Complete technical implementation documentation without code snippets.

Contents:

• Section 1: Architecture Overview
• Section 2: Core Data Models (9 models explained)
• Section 3: Authentication System
• Section 4: Payment Processing Workflows
• Section 5: Multi-Currency System
• Section 6: Site & Sector Management
• Section 7: Credit System
• Section 8: Admin Workflows
• Section 9: API Endpoints Summary
• Section 10: Security & Permissions

Use this for: Understanding how the system is implemented, business logic, function purposes, and technical architecture.

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3. TENANCY-DATA-FLOW.md (1,426 lines)

Visual data flow diagrams for all critical workflows.

Contents:

• Flow 1: Free Trial Signup
• Flow 2: Paid Signup
• Flow 3: Payment Confirmation
• Flow 4: Payment Approval (Admin)
• Flow 5: Site Creation
• Flow 6: Sector Selection
• Flow 7: Credit Allocation
• Flow 8: Currency Conversion
• Flow 9: Authentication (Login/Register/Refresh)
• Flow 10: Complete End-to-End User Journey

Use this for: Understanding workflow sequences, decision trees, state transitions, and user journeys.

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🎯 Quick Navigation

For New Developers

Start with:

1. TENANCY-IMPLEMENTATION-GUIDE.md - Section 1 (Architecture Overview)
2. TENANCY-DATA-FLOW.md - Flow 10 (Complete Journey)
3. TENANCY-IMPLEMENTATION-GUIDE.md - Section 2 (Core Models)

For Bug Fixes

Check:

1. TENANCY-CHANGE-LOG.md - See recent changes
2. TENANCY-IMPLEMENTATION-GUIDE.md - Find relevant section
3. TENANCY-DATA-FLOW.md - Understand expected flow

For Feature Development

Reference:

1. TENANCY-DATA-FLOW.md - Understand existing workflows
2. TENANCY-IMPLEMENTATION-GUIDE.md - Review related systems
3. TENANCY-CHANGE-LOG.md - Check for recent related changes

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🔍 Key Concepts Quick Reference

Account Status States

• pending_payment - Paid plan, awaiting payment approval
• trial - Free trial active
• active - Paid and approved
• suspended - Payment issues or policy violation
• cancelled - User requested cancellation
• expired - Subscription ended

Subscription Status States

• incomplete - Created but payment pending
• active - Currently active
• past_due - Payment failed
• cancelled - User cancelled
• expired - Period ended without renewal

Payment Status States

• pending_approval - Manual payment submitted, needs admin review
• succeeded - Payment approved and processed
• failed - Payment failed or rejected
• refunded - Payment refunded to user

User Roles (Hierarchical)

1. developer - Full system access
2. owner - Account owner, full account access
3. admin - Administrative access
4. editor - Can create/edit content
5. viewer - Read-only access
6. system_bot - Automated processes

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🛠️ Common Tasks

How to Add a New Payment Method

See: TENANCY-IMPLEMENTATION-GUIDE.md → Section 4.1 (Payment Methods Configuration)

How to Change Plan Pricing

See: TENANCY-IMPLEMENTATION-GUIDE.md → Section 2.2 (Plan Model)

How to Add a New Currency

See: TENANCY-IMPLEMENTATION-GUIDE.md → Section 5.1 (Currency Configuration)

How to Approve Manual Payments

See: TENANCY-DATA-FLOW.md → Flow 4 (Payment Approval)

How Credits Work

See: TENANCY-IMPLEMENTATION-GUIDE.md → Section 7 (Credit System)

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📊 System Metrics

Database Models

• 9 Core Models documented
• 15+ Supporting Models in use
• Account-based isolation on all tenant data

API Endpoints

• 15+ REST endpoints documented
• JWT authentication on all protected routes
• Multi-currency support for 8 countries

Payment Methods

• 15+ payment methods configured
• 8 countries supported
• Manual approval workflow implemented

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🚀 Recent Improvements (Dec 9, 2024)

1. Authentication Fixed

Problem: Users logged out immediately after signup
Solution: Generate JWT tokens in RegisterView
Impact: Seamless signup-to-login experience

2. Payment Modal Fixed

Problem: Amount showing PKR 0.00
Solution: API returns both total and total_amount fields
Impact: Correct amounts displayed to users

3. Payment Approval Automated

Problem: Admin approval didn't activate accounts
Solution: Enhanced save_model() with full workflow
Impact: One-click approval activates everything

4. Site Creation Fixed

Problem: Permission errors and domain validation failures
Solution: Fixed permission class instantiation and domain validator
Impact: Users can create sites without errors

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📝 Documentation Standards

Established Patterns

• No code snippets - Focus on business logic and function names
• Chunked sections - 300-400 lines per section for readability
• Tables for data - Structured information in tables
• Visual flows - ASCII diagrams for workflows
• Clear hierarchy - Numbered sections with clear headings

Maintenance Guidelines

• Update TENANCY-CHANGE-LOG.md after every significant change
• Update flow diagrams when workflows change
• Update implementation guide when new features added
• Keep README.md current with navigation links

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🗂️ Archived Documentation

Old documentation files have been removed. Historical reference available in git history:

• IMPLEMENTATION-PLAN-SIGNUP-TO-PAYMENT-WORKFLOW.md (Replaced)
• TENANCY-WORKFLOW-DOCUMENTATION.md (Replaced)
• CRITICAL-GAPS-SIGNUP-TO-SITE-WORKFLOW.md (Addressed in new docs)
• in-progress/ folder contents (Consolidated)

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📧 Questions or Issues?

For questions about:

• Architecture → See TENANCY-IMPLEMENTATION-GUIDE.md Section 1
• Workflows → See TENANCY-DATA-FLOW.md
• Recent Changes → See TENANCY-CHANGE-LOG.md
• API Usage → See TENANCY-IMPLEMENTATION-GUIDE.md Section 9

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Total Documentation: 3,344 lines across 4 files
Coverage: Complete multi-tenancy system from signup to content generation
Maintenance: Active, updated with every significant change