Architecture / Technical Discussion Guide

Technical Discussion Guide

This page maps each discussion topic to the relevant architecture documentation, making it easy to navigate during the call and reference detailed information for any topic area.

call

Architecture Review — 1 Hour

layers Architecture & Components

High-level component architecture, three-tier plugin model, and how major components interact.

Key Talking Points

  • Three-tier architecture (Client → Core → Plugins)
  • Zero upward dependencies in Core
  • Plugin isolation with layered dependency model
  • Remix frontend with SSR

Related Documentation

hub Connector Models

How ERP connectors are built, versioned, and managed across customers and ERP versions.

Key Talking Points

  • ConnectCore as integration foundation
  • EkDB middleware for external key mapping
  • Config-driven behavior per customer
  • Sandbox-to-production promotion path

Related Documentation

rocket_launch Release Management & Scalability

Testing strategy, uptime targets, scalability architecture, and release process.

Key Talking Points

  • Pipeline-level integration tests
  • Docker/Kubernetes containerized deployment
  • Azure DevOps CI/CD pipeline
  • Git-flow branching strategy

Related Documentation

shield Security & Compliance

Authentication, data handling, tokenization, PCI compliance posture, and secrets management.

Key Talking Points

  • JWT authentication with role-based access
  • Client-side direct-to-provider tokenization (SAQ-A)
  • No PII/PAN/CVV stored
  • TDE encryption at rest + TLS in transit

Related Documentation

monitoring Reliability & Support

Failure modes, recovery procedures, and support framework.

Key Talking Points

  • Analyzed failure modes with mitigations
  • Kubernetes health checks and auto-restart
  • Pipeline error handling with ExecuteSafelyAsync
  • Structured logging and monitoring

Related Documentation

payments Payment Gateway Integration

Requirements and process for adding a new payment gateway provider.

Key Talking Points

  • Implement IPaymentProvider interface
  • Declare capabilities in provider matrix
  • Support authorize/capture/refund/void lifecycle
  • Mock provider as reference implementation

Related Documentation

domain Tenancy Architecture

Current single-tenant model, multi-tenancy evolution path, hybrid tier model, and data isolation strategy.

Key Talking Points

  • Dedicated-instance model with per-customer K8s namespace
  • Database-per-tenant as recommended evolution
  • 3-tier hybrid model (Enterprise / Standard / Self-Service)
  • Defense-in-depth isolation (6 layers)

Related Documentation

live_tv

Implementation Demo Calls — 45 min each

download Installation & Setup

Platform installation, environment setup, and initial deployment.

Key Talking Points

  • Docker-based deployment
  • Environment configuration
  • Database initialization
  • Plugin registration chain

Related Documentation

settings Configuration

Connector configuration, payment provider setup, and settings management.

Key Talking Points

  • Site setup wizard
  • Connector credential management
  • Payment provider configuration
  • Settings hierarchy (global → site → user)

Related Documentation

receipt_long Order-to-Cash Workflows

End-to-end flow from ERP order through payment processing to cash application.

Key Talking Points

  • ERP invoice sync via connector
  • Payment initiation (Quick Pay / portal / CSR)
  • PayInvoicePipeline orchestration
  • ERP reconciliation and cash application

Related Documentation

shopping_cart eCommerce

eCommerce plugin capabilities and frontend extension points.

Key Talking Points

  • Products, sales, and checkout flow
  • Embeddable payment components
  • Theme editor for white-labeling
  • Extension points for customization

Related Documentation

compare_arrows ERP Version Differences

How connectors handle differences between ERP versions and editions.

Key Talking Points

  • NetSuite TBA vs OAuth 2.0 authentication
  • Config-driven behavior adaptation
  • JsonExtensionData for custom fields
  • Version-specific connector branches

Related Documentation

error Error Handling

Transaction error handling including partial payments, declines, duplicates, and refunds.

Key Talking Points

  • Payment state machine handles all error states
  • Surcharge reversal on declined payments
  • ACH return code processing
  • Credit memo application for disputes

Related Documentation

payments

Payment Domain Deep Dive

Quick reference cards for payment-specific topics.

devices Embedded vs. Integrated

Payment forms embedded within ERP interfaces vs. separate redirect-based flows.

lock Tokenization & PCI

Client-side direct-to-provider tokenization and SAQ-A compliance posture.

receipt_long Level 2 / Level 3 Data

Line-item data passthrough for interchange cost savings on B2B transactions.

calculate Surcharge Compliance

BIN-based calculation, state regulations, and card brand rules.

account_balance ACH / eCheck

Delayed settlement, return codes, and B2B cost advantages.

person CEDP & Classification

Customer-entered vs. MOTO transaction classification and interchange impact.

link Quick Pay & Invoices

Token-based invoice payment links and multi-channel payment initiation.