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Technical Specification Document Example

PostedNovember 16, 2024
UpdatedNovember 16, 2024
ByKevin McCaffrey

Project Name: Customer Management System

Version: 1.0

Date: [Insert Date]

1. Introduction

This document outlines the technical specifications for the development of the Customer Management System (CMS), which will allow users to manage customer profiles, track interactions, and generate reports.

2. System Architecture

  • Architecture Style: Microservices
  • Front-end: Single Page Application (SPA) using React.js
  • Back-end: RESTful APIs built with Node.js and Express.js
  • Database: PostgreSQL for relational data, Redis for caching
  • Hosting: Deployed on AWS with auto-scaling features
  • APIs: Secured using OAuth 2.0 authentication

3. Technology Stack

  1. Front-End:
    • Language: JavaScript (ES6+)
    • Framework: React.js
    • UI Library: Material-UI
    • State Management: Redux
    • Build Tool: Webpack
  2. Back-End:
    • Language: JavaScript (Node.js)
    • Framework: Express.js
    • Database: PostgreSQL
    • Cache: Redis
    • Authentication: OAuth 2.0, JWT for token-based authentication
    • API Documentation: Swagger
  3. Infrastructure:
    • Cloud Provider: AWS
    • Services:
      • EC2: For application hosting
      • RDS: For PostgreSQL database
      • S3: For file storage
      • CloudFront: For content delivery
      • IAM: For access management and security

4. Database Design

  • Customer Table:
    • Fields: CustomerID (Primary Key), FirstName, LastName, Email (Unique), PhoneNumber, Address, CreatedAt, UpdatedAt
  • Interaction Table:
    • Fields: InteractionID (Primary Key), CustomerID (Foreign Key), InteractionType, InteractionDate, Notes, CreatedAt
  • Indexes: Indexes will be created on frequently queried fields such as Email and InteractionDate for performance optimization.

5. API Endpoints

  1. Customer Management:
    • GET /api/customers: Retrieve a list of customers
    • GET /api/customers/{id}: Retrieve details of a specific customer
    • POST /api/customers: Create a new customer profile
    • PUT /api/customers/{id}: Update an existing customer profile
    • DELETE /api/customers/{id}: Delete a customer profile
  2. Interaction Management:
    • GET /api/interactions: Retrieve a list of interactions
    • POST /api/interactions: Log a new interaction for a customer
    • DELETE /api/interactions/{id}: Delete an interaction
  3. Authentication:
    • POST /api/auth/login: Authenticate user and return a JWT
    • POST /api/auth/register: Register a new user
    • GET /api/auth/refresh: Refresh the JWT token

6. Security Specifications

  • Authentication: OAuth 2.0 for secure user authentication and token management
  • Data Encryption:
    • In Transit: All data transmitted between the client and server will be encrypted using HTTPS (TLS 1.3).
    • At Rest: Sensitive data such as passwords will be hashed using bcrypt with a high work factor.
  • Role-Based Access Control (RBAC): Different access levels will be implemented to ensure that users can only perform actions permitted by their roles.

7. Performance Requirements

  • Response Time: The system should handle up to 1,000 requests per second with an average response time of less than 200 milliseconds.
  • Scalability: The system must be able to scale horizontally by adding more instances of the back-end service.
  • Caching: Frequently accessed data, such as customer lists, will be cached using Redis to reduce database load.

8. Error Handling and Logging

  • Error Handling: All API endpoints will implement consistent error handling and return appropriate HTTP status codes and error messages.
  • Logging: A logging mechanism (e.g., Winston) will capture errors, warnings, and informational messages. Logs will be stored in AWS CloudWatch for monitoring and analysis.

9. Monitoring and Alerts

  • Monitoring Tool: AWS CloudWatch and Datadog for tracking performance metrics and application health.
  • Alerts: Configured to notify the development team via email or Slack for critical events, such as server downtime or API failures.

10. Deployment and CI/CD

  • Deployment: The application will be deployed using AWS CodePipeline for continuous integration and AWS CodeDeploy for continuous deployment.
  • Testing: Automated tests (unit, integration, and end-to-end) will run on every code push using a CI/CD tool such as GitHub Actions.

11. Backup and Disaster Recovery

  • Data Backups: Automatic daily backups of the PostgreSQL database, stored securely in S3 with a retention period of 30 days.
  • Disaster Recovery Plan: The system must be able to recover from a major failure within 1 hour (RTO: 1 hour) and have a maximum data loss of 15 minutes (RPO: 15 minutes).
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