Project Operations

Administrative operations for project management, task coordination, pulse tracking, and workflow automation within the DashClicks platform.

Core Operations

Project Management

Get All Projects

• Endpoint: GET /v1/admin/projects
• Purpose: Retrieve all projects with filtering and pagination
• Access: Project Admin, Account Manager
• Parameters: Query filters, pagination options
• Returns: Paginated project list with status information

Create Project

• Endpoint: POST /v1/admin/projects
• Purpose: Create new project with initial configuration
• Access: Project Admin
• Parameters: Project details, account assignment, team allocation
• Returns: Created project object with generated ID

Update Project

• Endpoint: PUT /v1/admin/projects/:projectId
• Purpose: Update project details and configuration
• Access: Project Admin, Project Manager
• Parameters: Project ID, update data, admin user context
• Returns: Updated project object

Delete Project

• Endpoint: DELETE /v1/admin/projects/:projectId
• Purpose: Remove project and associated data
• Access: Project Admin only
• Parameters: Project ID, deletion reason
• Returns: Deletion confirmation

Task Management

Get Project Tasks

• Endpoint: GET /v1/admin/projects/:projectId/tasks
• Purpose: Retrieve all tasks for specific project
• Access: Project Admin, Project Manager, Team Lead
• Parameters: Project ID, task filters
• Returns: Task list with status and assignment information

Create Task

• Endpoint: POST /v1/admin/projects/:projectId/tasks
• Purpose: Create new task within project
• Access: Project Admin, Project Manager
• Parameters: Task details, assignment, priority level
• Returns: Created task object

Update Task Status

• Endpoint: PUT /v1/admin/projects/tasks/:taskId/status
• Purpose: Update task completion status and progress
• Access: Project Admin, Project Manager, Team Lead
• Parameters: Task ID, new status, completion notes
• Returns: Updated task with status history

Pulse Tracking

Get Project Pulse

• Endpoint: GET /v1/admin/projects/:projectId/pulse
• Purpose: Retrieve project health and performance metrics
• Access: Project Admin, Project Manager
• Parameters: Project ID, metric types, date range
• Returns: Pulse data with performance indicators

Update Pulse Metrics

• Endpoint: PUT /v1/admin/projects/:projectId/pulse
• Purpose: Update project pulse and health indicators
• Access: Project Admin, Project Manager
• Parameters: Project ID, metric updates, timestamp
• Returns: Updated pulse information

Request Management

Get Project Requests

• Endpoint: GET /v1/admin/projects/:projectId/requests
• Purpose: Retrieve all requests associated with project
• Access: Project Admin, Project Manager, Account Manager
• Parameters: Project ID, request filters, status
• Returns: Request list with client communication history

Process Request

• Endpoint: PUT /v1/admin/projects/requests/:requestId/process
• Purpose: Process and respond to project requests
• Access: Project Admin, Project Manager
• Parameters: Request ID, response data, resolution status
• Returns: Processed request with response details

Scheduling Operations

Get Project Schedule

• Endpoint: GET /v1/admin/projects/:projectId/schedule
• Purpose: Retrieve project scheduling and resource allocation
• Access: Project Admin, Project Manager, Team Lead
• Parameters: Project ID, date range, resource filters
• Returns: Schedule data with resource assignments

Update Schedule

• Endpoint: PUT /v1/admin/projects/:projectId/schedule
• Purpose: Update project schedule and resource allocation
• Access: Project Admin, Project Manager
• Parameters: Project ID, schedule updates, resource changes
• Returns: Updated schedule information

Workflow Automation

Onboarding Workflows

• New Project Setup: Automated project initialization and configuration
• Team Assignment: Automatic team member assignment based on project type
• Resource Allocation: Initial resource allocation and scheduling setup
• Communication Setup: Project communication channel initialization

Status Transitions

• Project Lifecycle: Automated status transitions based on completion criteria
• Task Dependencies: Automatic task scheduling based on dependencies
• Escalation Rules: Automated escalation for overdue or blocked items
• Notification Triggers: Automatic notifications for status changes

Integration Workflows

• Account Sync: Synchronization with account management system
• Billing Integration: Automatic billing updates based on project progress
• Communication Sync: Integration with communication and messaging systems
• Analytics Updates: Real-time analytics updates for project metrics

Data Management

Project Collections

• _projects-tasks - Project task and workflow data
• _projects-pulse - Project pulse and health metrics
• _store.subscriptions - Associated subscription information
• _communications - Project communication history
• _activity - Project activity and audit logs

Data Validation

• Project Data: Comprehensive validation of project configuration
• Task Validation: Task dependency and assignment validation
• Schedule Validation: Resource availability and scheduling conflicts
• Permission Validation: User access and operation permissions

Performance Optimization

• Query Optimization: Efficient database queries for large project datasets
• Caching Strategy: Intelligent caching for frequently accessed project data
• Real-time Updates: Socket.IO integration for live project updates
• Batch Operations: Bulk operations for multiple project updates

Error Handling

Operation Errors

• Project Not Found: Invalid or inaccessible project ID
• Task Assignment Error: Team member unavailable or overallocated
• Schedule Conflict: Resource scheduling conflicts or availability issues
• Permission Denied: Insufficient access for requested operation
• Validation Error: Invalid project or task data

Recovery Mechanisms

• Automatic Retry: Retry logic for transient operation failures
• Rollback Support: Transaction rollback for failed operations
• Error Logging: Comprehensive error logging for debugging
• Alert System: Automated alerts for critical operation failures

Authorization Framework

Role-Based Access

• Project Admin: Full administrative access to all project operations
• Project Manager: Management access to assigned projects
• Team Lead: Team-specific project coordination and task management
• Account Manager: Account-level project oversight and coordination

Permission Matrix

• Create: New project and task creation permissions
• Read: Project and task information access
• Update: Project and task modification permissions
• Delete: Project and task deletion permissions
• Assign: Team member and resource assignment permissions

Integration Points

Account Management

• Project-account relationship management
• Account-based filtering and organization
• Multi-account project coordination

Communication System

• Project communication tracking
• Real-time updates and notifications
• Socket integration for live updates

Analytics Engine

• Project performance metrics collection
• Workflow efficiency tracking
• Resource utilization monitoring

Usage Examples

Retrieve Project Overview

const projects = await projectsService.getAllProjects(
  { status: 'active', accountId: 'account123' },
  { page: 1, limit: 20, sort: { updatedAt: -1 } },
);

Create New Project

const newProject = await projectsService.createProject(
  {
    name: 'Client Website Redesign',
    accountId: 'account123',
    type: 'website',
    assignedTeam: ['user1', 'user2'],
    priority: 'high',
  },
  adminUser,
);

Update Task Status

const updatedTask = await projectsService.updateTaskStatus(
  'task456',
  { status: 'completed', completionNotes: 'Task completed successfully' },
  adminUser,
);