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--- infrastructure_roadmap [2025/07/23 11:45] – created cornelius.reyneke
+++ infrastructure_roadmap [2025/08/20 10:52] (current) – cornelius.reyneke
@@ Line 1: / Line 1: @@
-===== Infrastructure Roadmap =====
+ === Infrastructure Roadmap ===
+== For Crowdfunding Campaign ==
+View our [[https://pm.rekonas.com/projects/kickstarter-campaign/gantt?query_props=%7B%22tll%22%3A%22%7B%5C%22left%5C%22%3A%5C%22startDate%5C%22%2C%5C%22right%5C%22%3A%5C%22dueDate%5C%22%2C%5C%22farRight%5C%22%3A%5C%22subject%5C%22%7D%22%2C%22tzl%22%3A%22auto%22%2C%22tv%22%3Atrue%2C%22hi%22%3Atrue%2C%22t%22%3A%22start_date%3Aasc%22%2C%22c%22%3A%5B%22id%22%2C%22type%22%2C%22subject%22%2C%22status%22%2C%22startDate%22%2C%22dueDate%22%2C%22duration%22%5D%2C%22f%22%3A%5B%7B%22n%22%3A%22status%22%2C%22o%22%3A%22o%22%2C%22v%22%3A%5B%5D%7D%5D%7D&name=all_open|project]] for more details.
+Infrastructure we still need:
+ * Campaign Website
+======== Ecosystem Overview ========
+  * n8n: Orchestrates the automations and connects all systems.
+  * Stripe: Captures payments (Checkout) and emits webhooks.
+  * Shopware: Store backend where VIP promotion codes/coupons are created.
+  * Mautic: Marketing automation/CRM; stores contacts, fields, and sends emails.
+  * Discord: Community platform; API used to generate single-use invite links.
+  * EspoCRM: Sales CRM; leads are ensured/created for marketing contacts.
+======= Workflow 1: Mautic Contact Updated → Discord Invite(s) → Mautic + EspoCRM Sync → Invite Email =======
+Purpose:
+When a Mautic contact is updated and has opted in, this workflow issues the correct Discord invite (VIP or Basic), saves the link on the Mautic contact, ensures a Lead exists in EspoCRM, and emails the invite. It includes jitter and “already has a link?” checks to prevent duplicates.
+==== Steps ====
+  * Trigger: Mautic "Contact Updated"
+  * Wait 0–3s (jitter to reduce concurrent updates)
+  * Check if "opt_in_confirmed" is true; otherwise, stop
+  * If "vip_status" is true:
+    * Check if VIP Discord invite link exists
+    * If not, wait 0.3–1.2s, re-fetch contact, check again
+    * If still missing, issue VIP Discord invite link (via Discord API)
+    * Update Mautic contact with discord_invite_link_vip
+    * Check if link was successfully added
+    * Send VIP Discord invite email to contact (from Mautic)
+  * Else (non-VIP):
+    * Check if Basic Discord invite link exists
+    * If not, wait 0.3–1.2s, re-fetch contact, check again
+    * If still missing, issue Basic Discord invite link (via Discord API)
+    * Update Mautic contact with discord_invite_link_basic
+    * Check if link was successfully added
+    * Send Basic Discord invite email to contact (from Mautic)
+  * EspoCRM Sync:
+    * Try to retrieve Lead by contact attributes (typically email)
+    * If not found, create Lead in EspoCRM (via HTTP POST)
+{{:screenshot_from_2025-08-19_18-36-42.png?600|}}
+=== Outputs & Side Effects ===
+  * Mautic contact has exactly one stored Discord invite link (VIP or Basic).
+  * Appropriate invite email is sent from Mautic.
+  * A corresponding Lead exists in EspoCRM.
+======== Workflow 2: Stripe → VIP Coupon → Mautic Update → Coupon Email ========
+Purpose:
+When a customer successfully purchases a "VIP reservation" via Stripe, this workflow generates a unique Shopware coupon, marks the buyer as VIP in Mautic, and sends the coupon by email.
+==== Steps ====
+  * Trigger: Stripe webhook on checkout.session.completed
+  * Check if payment was successful
+  * Look up session in Stripe to get line items
+  * If the product was a VIP reservation, continue; otherwise, stop
+  * Generate promo code (unique for each purchase)
+  * Add promo code to VIP promotion in Shopware (via HTTP POST)
+  * Find corresponding contact in Mautic (by email)
+  * Merge promo code and contact details
+  * Set contact "vip_status" to true and assign promo code in Mautic
+  * Send email with coupon to contact (from Mautic)
+{{:screenshot_from_2025-08-19_18-36-42.png?400|}}
+=== Outputs & Side Effects ===
+  * A new single-use promo code is created in Shopware’s VIP promotion.
+  * The buyer’s Mautic contact is marked as VIP and stores the promo code.
+  * Coupon email is sent from Mautic.
+==== Notes ====
+  * Only runs for successful payments and only for the VIP product.
+  * Contact matching uses the email captured by Stripe.
+  * If the Shopware API call fails, the Mautic update/email won’t run (prevents partial state).
+==== Field Conventions (Mautic Contact) ====
+  * vip_status: boolean
+  * promo_code: string (from Workflow 1)
+  * discord_invite_link_vip / discord_invite_link_basic: strings
+  * opt_in_confirmed: boolean (gate for all messaging)
+==== Operational Tips ====
+  * Credentials needed: Stripe (API + webhook secret), Mautic API + email config, Shopware API token, Discord Bot token, EspoCRM API credentials.
+  * Respect Discord rate limits; n8n waits help mitigate 429s.
+  * To reissue an invite, clear the relevant invite link field in Mautic and save; the workflow will create a new link.
+  * Troubleshooting: Shopware errors stop coupon issuance; Mautic update failures prevent emails; duplicate invites usually mean a field name mismatch or a parallel process overwriting values.
-=== For Crowdfunding Campaign ===
-  - n8n
-  - Mautic
-  - Stripe
-  - Webshop
-  - Discord
-  - (osTicket?)