Chapter 8 - Developer Handover Checklist

Source code

• [ ] Repo clone & branch access (vendor historical).
• [ ] Document system map (Appendix A - Diagrams).
• [ ] Git history awareness prior to releasing version.

Runtime

• [ ] php 8.2, node 18+, composer, npm.
• [ ] Extensions installed (IMAP, GD, BCMath, Intl, PDO, etc).
• [ ] Clear storage paths.
• [ ] Cache config/route.

Environment config (Part III - Technical Documentation, Chapter 5 (Configuration Reference))

• [ ] Secrets built privately (.env).
• [ ] App key, aux previous keys.
• [ ] Demo/SaaS toggles.
• [ ] DB connection match prod functions and backup.
• [ ] SMTP mail and user.
• [ ] IMAP (encryption tested Gmail).
• [ ] Zoom settings/credentials.
• [ ] Gemini/OpenAI (if used).

Database

• [ ] Migration scripts run via queue safe.
• [ ] Seeds or data migration policy.
• [ ] Seed credentials updated from SEEDER_CREDENTIALS.md (default 000).
• [ ] Backup/restore walkthrough.
• [ ] Export/import strategy.
• [ ] Off-site retention planning (GDPR/legal records).

Integrations

• [ ] Stripe / PayPal / local payment gateways.
• [ ] Slack/Telegram webhooks.
• [ ] WhatsApp twilio/ultramsg.
• [ ] Zoom API credentials.
• [ ] S3/EBS storage.
• [ ] External access firewall policy.

Queue/scheduler

• [ ] Supervisor for workers. 300 seconds.
• [ ] cron schedule:run each minute.
• [ ] Alert when runner down.

Access/security

• [ ] Role/permissions matrix.
• [ ] SaaS/non-SaaS mode mode.
• [ ] Impersonation policy workflow.
• [ ] Suspended tenant behaviour.

Codebase ownership

• [ ] Reading routes (3 files, ~597 route definitions in all)
• [ ] Reading services.
• [ ] Email automation pipeline comprehension.
• [ ] AI gesture. (Gemini code in AiAgentService + EmailAIAssignmentService)
• [ ] Release version consistency.
• [ ] Test Coverage Improvement Backlog (as isolated test files missing; write unit/integration tests).

Outstanding defects (for immediate attention)

• Slack GET method missing.
• Zoom test method mismatch.
• Referral routes disabled.
• Plan column/presentation mismatch.
• Expense CSV Export stub expected in collation.
• PermissionController methods assign/manage missing.
• Payment YooKassa process missing.
• Task::$fillable omits allow_multi_assign.
• Zoom meeting sync_google_calendar column absent.
• No .env.example.
• No tests.

Recommended next engineering milestones

1. Add test suite & CI.
2. Add global tenant scope class or cross-tenant tests.
3. Replace IMAP plaintext config fallback.
4. Fix plan column drift and assign manage/order create routes.
5. CDP integration for broader gateways/WhatsApp only.
6. Extend exporting functionality (missing export).
7. Increase language count to match copy or back.
8. Code clean-up (duplicate controllers).
9. Validate Slack/Zoom endpoints.
10. Build coverage agent AI semantics.

Sign-off

No sign-off implied. Authorization and acceptance must be provided by stakeholders after assessing this bundle.>