Order Processing

Administrative order processing, lifecycle management, and bulk operations within the DashClicks platform.

Core Operations

Order Retrieval

Get All Orders

• Service Method: orderService.getOrders()
• Controller: orderController.getOrders
• Route: GET /v1/admin/orders
• Parameters:
  • start_date, end_date - Date range filtering
  • onboarding_status - Onboarding status filter
  • order_inactivity - Order inactivity filter
  • product - Product type filter
  • setup_status - Setup status filter
  • q - Search query
  • sort_by, order - Sorting options
  • page, limit - Pagination
• Returns: Paginated orders with setup stages and onboarding links

Order Creation

Create Order

• Service Method: orderService.addOrder({ orderInfo, req })
• Controller: orderController.saveOrder
• Route: POST /v1/admin/orders
• Parameters: Order information with manual source designation
• Returns: Created order object

Order Updates

Update Setup Status

• Service Method: orderService.updateStatus({ order_id, setup, dashclicks })
• Controller: orderController.updateSetupStatus
• Route: PUT /v1/admin/orders/:id/status
• Purpose: Update product-specific setup stages
• Parameters: Order ID, setup stage information, staff authorization
• Returns: Updated setup status

Update Order

• Service Method: orderService.updateOrder({ orderId, dashclicks, userId })
• Controller: orderController.updateOrder
• Route: PUT /v1/admin/orders/:id
• Purpose: General order updates (marked as deprecated in favor of projects app)
• Returns: Updated order data

Update Onboarding Status

• Service Method: orderService.updateOnboardingStatus({ order_id, payload, dashclicks, account_id, user_id })
• Controller: orderController.updateOnboardingStatus
• Route: PUT /v1/admin/orders/:id/onboarding
• Purpose: Update order onboarding status and workflow
• Returns: Updated onboarding status

Order Management

Clear Order

• Service Method: orderService.clearOrder({ orderId })
• Controller: orderController.clearOrder
• Route: DELETE /v1/admin/orders/:id
• Purpose: Remove order record from database
• Returns: Deletion count confirmation
• Parameters: Order ID, new status, status change reason
• Returns: Updated order with status history

Bulk Status Update

• Endpoint: POST /v1/admin/orders/bulk-update
• Purpose: Mass order status updates for operational efficiency
• Access: Order Admin, Setup Manager
• Parameters: Order IDs array, status updates, bulk processing options
• Returns: Bulk update results with processing summary

Order Management

Cancel Order

• Endpoint: PUT /v1/admin/orders/:id/cancel
• Purpose: Administrative order cancellation with reason tracking
• Access: Order Admin only
• Parameters: Order ID, cancellation reason, refund processing
• Returns: Cancelled order with cancellation details

Clear Order

• Endpoint: DELETE /v1/admin/orders/:id
• Purpose: Administrative order cleanup and data removal
• Access: Order Admin only
• Parameters: Order ID, cleanup reason, data retention options
• Returns: Cleanup confirmation with removal details

Order Processing Workflows

Standard Order Processing Flow

1. Order Receipt: Initial order processing and validation
2. Account Assignment: Account relationship establishment
3. Product Configuration: Service-specific setup initialization
4. Team Assignment: Resource allocation and team assignment
5. Status Tracking: Progress monitoring and update management
6. Completion Processing: Final delivery and closure

Administrative Override Flow

1. Override Request: Administrative intervention request
2. Authorization Validation: Staff permission verification
3. Override Processing: Manual processing execution
4. Audit Logging: Override action documentation
5. Status Update: Post-override status management
6. Notification Processing: Stakeholder notification delivery

Bulk Processing Flow

1. Batch Validation: Bulk operation data validation
2. Processing Queue: Batch operation queuing
3. Sequential Processing: Individual order processing
4. Error Handling: Failure detection and recovery
5. Results Compilation: Processing results aggregation
6. Completion Notification: Bulk operation completion alert

Service Methods

Core Processing Services

getOrders(filters, options)

• Purpose: Administrative order query system with advanced filtering
• Parameters:
  • filters - Date range, status, product, search criteria
  • options - Pagination, sorting, analytics preferences
• Returns: Filtered order dataset with administrative metadata
• Collections: _store.orders, _accounts, _products

addOrder(orderData, adminUser)

• Purpose: Administrative order creation with manual source tracking
• Parameters:
  • orderData - Complete order information and configuration
  • adminUser - Administrator creating the order
• Returns: Created order object with processing status
• Collections: _store.orders, _activity

updateOrder(orderId, updateData, adminUser)

• Purpose: Comprehensive order updates with administrative oversight
• Parameters:
  • orderId - Order identifier for update
  • updateData - Fields and values to update
  • adminUser - Administrator performing update
• Returns: Updated order with change tracking
• Collections: _store.orders, _activity

clearOrder(orderId, reason, adminUser)

• Purpose: Administrative order cleanup with audit trail
• Parameters:
  • orderId - Order identifier for cleanup
  • reason - Cleanup justification
  • adminUser - Administrator performing cleanup
• Returns: Cleanup confirmation with details
• Collections: _store.orders, _activity

Bulk Operation Services

bulkUpdateStatus(orderIds, statusUpdate, adminUser)

• Purpose: Mass order status updates with batch processing
• Parameters:
  • orderIds - Array of order identifiers
  • statusUpdate - Status change information
  • adminUser - Administrator performing bulk update
• Returns: Bulk update results with success/failure breakdown
• Collections: _store.orders, _activity

bulkOrderProcessing(orders, processingOptions, adminUser)

• Purpose: Batch order processing for operational efficiency
• Parameters:
  • orders - Array of orders for processing
  • processingOptions - Batch processing configuration
  • adminUser - Administrator initiating bulk processing
• Returns: Processing results with detailed outcomes
• Collections: _store.orders, _activity

Data Management

Order Data Structure

• Order Information: Complete order details and configuration
• Account Association: Account relationship and hierarchy
• Product Configuration: Service-specific setup and parameters
• Status History: Complete order lifecycle tracking
• Administrative Metadata: Processing information and audit data

Validation Framework

• Order Data Validation: Comprehensive order information validation
• Account Validation: Account relationship and permission validation
• Product Validation: Service configuration and availability validation
• Administrative Validation: Staff authorization and permission checks
• Business Rule Validation: Platform policy and rule compliance

Performance Optimization

• Query Optimization: Efficient database queries for order retrieval
• Bulk Processing: Optimized batch operations for mass updates
• Caching Strategy: Strategic caching for frequently accessed data
• Index Management: Database indexing for performance enhancement

Error Handling

Processing Errors

• Order Not Found: Invalid or inaccessible order identifier
• Validation Error: Invalid order data or configuration
• Authorization Error: Insufficient permissions for operation
• Processing Error: Order processing pipeline failure
• System Error: Platform or infrastructure failure

Recovery Mechanisms

• Automatic Retry: Retry logic for transient failures
• Manual Intervention: Administrative override for complex issues
• Rollback Support: Transaction rollback for failed operations
• Error Logging: Comprehensive error tracking and analysis
• Alert System: Automated alerts for critical failures

Authorization Framework

Role-Based Access

• Order Admin: Full administrative access to all order operations
• Setup Manager: Order processing and status management
• Account Manager: Account-specific order oversight
• Fulfillment Team: Order processing and completion operations

Permission Matrix

• Create: New order creation and initialization
• Read: Order information and status access
• Update: Order modification and status changes
• Delete: Order cleanup and removal operations
• Bulk: Mass order operations and batch processing

Integration Points

Account Management

• Order-account relationship management
• Account-based filtering and organization
• Cross-account order coordination

Product Management

• Product configuration and validation
• Service-specific order processing
• Product catalog integration

Communication System

• Order status notifications
• Administrative alerts and updates
• Client communication coordination

Analytics System

• Order processing metrics
• Performance tracking and reporting
• Administrative dashboard integration

Usage Examples

Retrieve Orders with Filtering

const orders = await orderService.getOrders(
  {
    startDate: '2024-01-01',
    endDate: '2024-12-31',
    status: 'in_progress',
    product: 'seo_services',
  },
  { page: 1, limit: 50, sort: { createdAt: -1 } },
);

Create New Order

const newOrder = await orderService.addOrder(
  {
    accountId: 'account123',
    productId: 'seo_premium',
    configuration: { keywords: 50, reporting: 'monthly' },
    source: 'admin_manual',
  },
  adminUser,
);

Bulk Status Update

const bulkResult = await orderService.bulkUpdateStatus(
  ['order1', 'order2', 'order3'],
  { status: 'completed', completionDate: new Date() },
  adminUser,
);

Update Order Details

const updatedOrder = await orderService.updateOrder(
  'order123',
  { priority: 'high', assignedTeam: 'premium_team' },
  adminUser,
);