- Components:
- Login/Registration Service
- Password Management
- Session Handling
- JWT Token Generation and Validation
- Role-Based Access Control
- Responsibilities:
- Authenticate users against the application database
- Manage user sessions and tokens
- Enforce access control based on user roles
- Handle password reset and account recovery
- Components:
- OAuth 2.0 Flow Implementation
- Token Storage Service
- Token Refresh Service
- Tenant Connection Manager
- Responsibilities:
- Implement the OAuth 2.0 authorization code flow
- Securely store access and refresh tokens
- Automatically refresh expired tokens
- Manage connections to multiple Xero tenants
- Handle disconnection and reconnection scenarios
- Components:
- HTTP Client
- Request Builder
- Response Parser
- Error Handler
- Rate Limiter
- Responsibilities:
- Build and send HTTP requests to Xero API
- Handle authentication headers and tokens
- Parse API responses into usable objects
- Implement error handling and retry logic
- Respect API rate limits
- Components:
- Contacts Service
- Accounts Service
- Invoices Service
- Bills Service
- Payments Service
- Bank Transactions Service
- Bank Transfers Service
- Reports Service
- Attachments Service
- Responsibilities:
- Provide CRUD operations for each entity
- Implement business logic for entity operations
- Handle data validation and transformation
- Implement pagination and filtering
- Cache frequently accessed data
- Components:
- Transaction Matcher
- Reconciliation Engine
- Unmatched Transaction Handler
- Responsibilities:
- Retrieve unreconciled bank statement lines
- Match transactions with invoices and bills
- Automatically create payment records for matches
- Flag unmatched transactions for review
- Provide reconciliation reports
- Components:
- Rules Engine
- Machine Learning Categorizer
- User Feedback Handler
- Category Management
- Responsibilities:
- Apply user-defined rules for transaction categorization
- Use ML to predict categories for uncategorized transactions
- Learn from user corrections and feedback
- Manage and update categorization rules
- Provide category suggestions
- Components:
- Invoice Generator
- Recurring Invoice Scheduler
- Invoice Sender
- Payment Reminder Service
- Responsibilities:
- Generate invoices based on templates or data
- Schedule and create recurring invoices
- Send invoices to customers via email
- Track invoice status and send payment reminders
- Handle invoice updates and corrections
- Components:
- Bill Parser (OCR integration)
- Bill Creator
- Payment Scheduler
- Supplier Management
- Responsibilities:
- Extract data from bill images or PDFs
- Create bill records in Xero
- Schedule payments based on due dates
- Track bill status and payment history
- Manage supplier information
- Components:
- Report Generator
- Data Aggregator
- Visualization Engine
- Export Service
- Responsibilities:
- Generate financial reports (P&L, Balance Sheet, etc.)
- Aggregate and transform data for analysis
- Create visualizations for reports
- Export reports in various formats
- Schedule regular report generation
- Components:
- Short-term Forecaster
- Long-term Forecaster
- Scenario Analyzer
- Cash Position Calculator
- Responsibilities:
- Project future cash flow based on AR/AP data
- Create long-term forecasts using historical data
- Allow for scenario planning with different assumptions
- Calculate current and projected cash positions
- Identify potential cash shortfalls
- Components:
- Budget Importer
- Variance Calculator
- Trend Analyzer
- Budget Recommendation Engine
- Responsibilities:
- Import budget data from Xero or external sources
- Calculate variances between actual and budgeted amounts
- Analyze trends in budget performance
- Provide recommendations for budget adjustments
- Generate budget performance reports
- Components:
- KPI Calculator
- Metric Tracker
- Alert Generator
- Dashboard Configurator
- Responsibilities:
- Calculate key financial metrics and KPIs
- Track metric changes over time
- Generate alerts for significant changes
- Allow customization of dashboard views
- Provide real-time updates of KPIs
- Components:
- Data Analyzer
- Pattern Recognizer
- Anomaly Classifier
- Alert Manager
- Responsibilities:
- Analyze financial data for unusual patterns
- Identify potential anomalies or errors
- Classify anomalies by type and severity
- Generate alerts for significant anomalies
- Provide explanations and recommendations
- Components:
- REST API Controller
- Request Validator
- Response Formatter
- Authentication Middleware
- Responsibilities:
- Expose endpoints for n8n to trigger actions
- Validate incoming requests from n8n
- Format responses for n8n consumption
- Ensure secure access to endpoints
- Components:
- Webhook Handler
- Event Processor
- Notification Dispatcher
- Webhook Configuration Manager
- Responsibilities:
- Receive and validate incoming webhooks
- Process events from Xero and other sources
- Dispatch notifications based on events
- Manage webhook configurations and subscriptions
- Components:
- Template Repository
- Workflow Generator
- Configuration Wizard
- Documentation Generator
- Responsibilities:
- Provide pre-built workflow templates for n8n
- Generate workflow configurations
- Guide users through workflow setup
- Generate documentation for workflows
- Components:
- Overview Dashboard
- Financial Metrics Display
- Activity Feed
- Alert Notifications
- Quick Action Buttons
- Responsibilities:
- Provide at-a-glance view of financial status
- Display key metrics and KPIs
- Show recent activity and changes
- Present alerts and notifications
- Offer quick access to common actions
- Components:
- Transaction List
- Transaction Detail View
- Categorization Interface
- Reconciliation View
- Search and Filter Tools
- Responsibilities:
- Display transaction data in a user-friendly format
- Allow viewing and editing of transaction details
- Provide interface for categorizing transactions
- Facilitate bank reconciliation process
- Enable searching and filtering of transactions
- Components:
- Report Selector
- Report Viewer
- Chart and Graph Components
- Export Controls
- Report Scheduler
- Responsibilities:
- Allow selection of different report types
- Display report data in a readable format
- Present visual representations of data
- Provide options for exporting reports
- Enable scheduling of regular reports
- Components:
- User Profile Manager
- Xero Connection Manager
- n8n Integration Settings
- Notification Preferences
- System Configuration
- Responsibilities:
- Allow users to manage their profiles
- Manage connections to Xero accounts
- Configure n8n integration settings
- Set notification preferences
- Adjust system configuration options
- Components:
- Connection Manager
- Query Builder
- Transaction Manager
- Migration Service
- Backup Service
- Responsibilities:
- Manage database connections
- Build and execute database queries
- Handle database transactions
- Manage schema migrations
- Perform database backups and restores
- Components:
- Cache Manager
- Invalidation Service
- Cache Strategy Selector
- Memory Cache
- Persistent Cache
- Responsibilities:
- Cache frequently accessed data
- Invalidate cache when data changes
- Select appropriate caching strategies
- Manage memory cache for fast access
- Handle persistent cache for larger datasets
- Components:
- File Manager
- Upload Handler
- Download Service
- File Transformer
- Storage Provider Adapter
- Responsibilities:
- Manage file uploads and storage
- Handle file downloads and serving
- Transform files between formats
- Adapt to different storage providers
- Manage file metadata and organization
- Components:
- Authentication Provider
- Authorization Manager
- Permission Checker
- Role Manager
- Security Policy Enforcer
- Responsibilities:
- Authenticate users and services
- Manage user roles and permissions
- Check permissions for operations
- Enforce security policies
- Prevent unauthorized access
- Components:
- Encryption Manager
- Data Masking Service
- Sensitive Data Handler
- Compliance Checker
- Audit Logger
- Responsibilities:
- Encrypt sensitive data
- Mask sensitive information in displays
- Handle sensitive data securely
- Ensure compliance with regulations
- Log security-related events
- Components:
- Logger
- Log Formatter
- Log Storage Manager
- Log Rotation Service
- Log Search Service
- Responsibilities:
- Log application events and errors
- Format logs for readability
- Manage log storage and retention
- Rotate logs to prevent overflow
- Provide search capabilities for logs
- Components:
- Performance Monitor
- Health Checker
- Alert Generator
- Metric Collector
- Dashboard Provider
- Responsibilities:
- Monitor application performance
- Check system health and availability
- Generate alerts for issues
- Collect and store metrics
- Provide monitoring dashboards
- Components:
- Date/Time Utilities
- String Manipulation
- Number Formatting
- Currency Handling
- Validation Helpers
- Responsibilities:
- Provide common utility functions
- Handle date and time operations
- Format strings and numbers
- Manage currency conversions
- Validate data formats
- Components:
- Error Catcher
- Error Classifier
- Error Reporter
- Recovery Service
- Fallback Provider
- Responsibilities:
- Catch and handle errors
- Classify errors by type and severity
- Report errors to logging service
- Attempt recovery from errors
- Provide fallbacks for failed operations