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SaaS Manager - Implementation Summary

What Was Created

DocTypes (5)

  1. Subscription Package (subscription_package)

    • Define subscription packages with user limits and pricing
    • Features: Package name, code, max users, price, currency, features list
    • Location: sass_manager/doctype/subscription_package/

  2. Package Feature (package_feature)

    • Child table for package features
    • Features: Feature name and description
    • Location: sass_manager/doctype/package_feature/

  3. Site Registration (site_registration)

    • Register and manage client ERPNext sites
    • Features: Site URL, name, IP, API key, subscription info, sync status
    • Auto-generates API key on creation
    • Location: sass_manager/doctype/site_registration/

  4. Site Data Sync (site_data_sync)

    • Store synced data from client sites
    • Features: Transaction counts, user counts, company info, subscription status
    • Location: sass_manager/doctype/site_data_sync/

  5. User Deposit (user_deposit)

    • Track payments and deposits
    • Features: Amount, payment method, status, subscription application
    • Auto-applies deposits to extend subscriptions
    • Location: sass_manager/doctype/user_deposit/

API Endpoints (4)

  1. register_site (sass_manager.api.site_api.register_site)

    • Register new client sites
    • Returns API key
    • Location: sass_manager/api/site_api.py

  2. sync_site_data (sass_manager.api.site_api.sync_site_data)

    • Sync site data from client to main app
    • Requires API key authentication
    • Location: sass_manager/api/site_api.py

  3. get_subscription_status (sass_manager.api.site_api.get_subscription_status)

    • Get subscription status for a site
    • Returns package details and status
    • Location: sass_manager/api/site_api.py

  4. update_subscription (sass_manager.api.site_api.update_subscription)

    • Update subscription details (admin use)
    • Location: sass_manager/api/site_api.py

Report APIs (3)

  1. get_site_summary (sass_manager.api.reports.get_site_summary)

    • Overall statistics across all sites
    • Location: sass_manager/api/reports.py

  2. get_site_details (sass_manager.api.reports.get_site_details)

    • Detailed information about a specific site
    • Location: sass_manager/api/reports.py

  3. get_package_statistics (sass_manager.api.reports.get_package_statistics)

    • Statistics by subscription package
    • Location: sass_manager/api/reports.py

Client-Side Utilities

  1. client_sync.py

    • get_site_data(): Collect site data
    • sync_to_main_app(): Sync data to main app
    • check_user_limit(): Check user limits
    • register_client_site(): Register site
    • Location: sass_manager/utils/client_sync.py

  2. user_limit.py

    • enforce_user_limit(): Enforce user limits
    • get_max_users(): Get max users for subscription
    • Location: sass_manager/utils/user_limit.py

  3. client_tasks.py

    • hourly(): Hourly sync task
    • Location: sass_manager/utils/client_tasks.py

Scheduled Tasks

  1. tasks.py
    • hourly(): Placeholder for server-side hourly tasks
    • daily(): Check subscription expiry
    • weekly(): Optional cleanup tasks
    • Location: sass_manager/tasks.py

Hooks

  1. hooks.py

    • Scheduled events configuration
    • Location: sass_manager/hooks.py

  2. user_events.py

    • User limit enforcement hooks (for client sites)
    • Location: sass_manager/hooks/user_events.py

Documentation

  1. README.md: Main documentation
  2. INSTALLATION.md: Installation guide
  3. CLIENT_SETUP.md: Client-side setup guide
  4. FEATURES.md: Features overview
  5. SUMMARY.md: This file

File Structure

sass_manager/
├── README.md
├── INSTALLATION.md
├── CLIENT_SETUP.md
├── FEATURES.md
├── SUMMARY.md
├── pyproject.toml
├── license.txt
└── sass_manager/
    ├── __init__.py
    ├── hooks.py
    ├── modules.txt
    ├── patches.txt
    └── sass_manager/
        ├── __init__.py
        ├── api/
        │   ├── __init__.py
        │   ├── site_api.py
        │   └── reports.py
        ├── doctype/
        │   ├── __init__.py
        │   ├── subscription_package/
        │   ├── package_feature/
        │   ├── site_registration/
        │   ├── site_data_sync/
        │   └── user_deposit/
        ├── hooks/
        │   └── user_events.py
        ├── tasks.py
        └── utils/
            ├── __init__.py
            ├── client_sync.py
            ├── client_tasks.py
            └── user_limit.py

Key Features Implemented

✅ Site registration with API key generation ✅ Subscription package management ✅ Automatic data synchronization ✅ User limit enforcement ✅ Payment/deposit tracking ✅ Subscription expiry checking ✅ Reporting APIs ✅ Client-side sync utilities ✅ Scheduled tasks ✅ Comprehensive documentation

Next Steps

  1. Install the app:

    bench get-app sass_manager
bench --site [site] install-app sass_manager
bench --site [site] migrate

  2. Create subscription packages in the main app

  3. Configure client sites with saas_manager_url in site_config.json

  4. Register client sites (automatic or manual)

  5. Activate subscriptions in Site Registration

  6. Monitor sync data in Site Data Sync

  7. Generate reports using the report APIs

Notes

  • The app uses API key authentication for security
  • Client sites sync data hourly automatically
  • User limits are enforced on client sites (optional)
  • Subscriptions expire automatically based on end date
  • All API endpoints support guest access with API key validation
  • Payment gateway integration is ready but currently uses manual option