PET (Plan. Execute. Track)

PET is a comprehensive, domain-driven operational platform built as a WordPress plugin. It manages the full lifecycle of professional services: from quoting and contracting to project delivery, support, and financial forecasting.

🚀 Vision

To provide a single, immutable source of operational truth that integrates commercial governance, project execution, and people management into a unified event-driven system.

📦 Core Modules

1. Commercial Engine

• Quotes: Versioned, immutable quoting system with complex component types (Catalog, Implementation, Recurring).
• Contracts: Auto-generated from accepted quotes.
• Baselines: Financial snapshots for variance tracking.
• Adjustments: Strict audit trail for cost/price changes (Write-offs, Credits).

2. Delivery Engine

• Projects: Automatically provisioned from accepted quotes.
• Milestones: Payment-linked delivery targets.
• Tasks: Granular work items derived from quote blueprints.

3. Support & SLA Engine

• Tickets: State-machine driven helpdesk.
• SLA Automation: Real-time tracking of First Response and Resolution times.
• Auto-Breach: Automated escalation and breach detection via cron.

4. People & Capability

• Skills Matrix: Proficiency tracking (1-5 scale) with evidence requirements.
• Certifications: Expiry tracking and verification.
• Capacity: Resource availability and utilization planning.

5. Financial Intelligence

• Forecasts: Probability-weighted revenue projection.
• Revenue Recognition: Accrual-based tracking via milestones.

🏗 Architecture

PET follows Domain-Driven Design (DDD) and Clean Architecture principles:

• Domain Layer: Pure PHP entities, value objects, invariants, and events. No framework dependencies.
• Application Layer: Use cases, command handlers, and service orchestration.
• Infrastructure Layer: Repositories (WordPress DB), external integrations, and persistence logic.
• UI Layer:
  • Admin: React-based Single Page Application (SPA) embedded in WordPress Admin.
  • API: RESTful endpoints for frontend consumption.

Event-Driven

All state changes emit immutable domain events (e.g., quote.accepted, ticket.breached, delivery.milestone_completed). These events drive projections, notifications, and side effects, ensuring decoupling and auditability.

🛠 Installation & Setup

Prerequisites

• PHP 8.1+
• WordPress 6.0+
• Node.js 18+
• Composer

Setup Steps

1. Clone the repository:

   git clone https://github.com/stevecopeza/pet.git
   cd pet

2. Install Backend Dependencies:

   composer install

3. Install Frontend Dependencies:

   npm install

4. Build Frontend Assets:

   npm run build

5. Activate Plugin: Activate PET (Plan. Execute. Track) via the WordPress Plugins screen.

✅ System Readiness

PET includes a Demo Pre-Flight Check system to validate environment health before activation.

Check Endpoint: GET /wp-json/pet/v1/system/pre-demo-check

Checks Performed:

• SLA Automation: Verifies sla_clock_state table and service availability.
• Event Registry: Confirms all critical events are wired.
• Quote Validation: Enforces schema invariants (SKU, Role IDs).

🧪 Testing

Unit & Integration (PHPUnit)

./vendor/bin/phpunit

End-to-End (Playwright)

npx playwright test

📚 Documentation

Extensive architectural and functional documentation is available in the docs/ directory:

• Architecture
• Domain Model
• Data Model
• API Contract
• Event Registry

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Built with ❤️ by Trae for Steve Cope.