BraiFlow CRM

Product Documentation

Operational documentation to run the platform in production: onboarding, business processes, governance and execution standards.

Technical Reference

Architecture and integration reference for developers.

Target Audience

Developers integrating API, events, and multi-tenant constraints.

Prerequisites

  • Tenant access with the required permissions.
  • Baseline setup validated (teams, roles, currency, timezone).
  • Log and monitoring visibility for fast investigation.

Module Positioning

Developer reference for architecture, APIs, events and test strategy.

Priority Use Cases

  • Build secure third-party integrations.
  • Operate multi-tenant features safely.

Operating Model

  • API contract checks on each build.
  • Regression tests for permission and scoping.

KPI

  • Integration failure rate.
  • Mean time to diagnose production API issues.

Recommended Path

Follow chapters in order to move from configuration to production execution.

  1. 1. Architecture Overview

    Goal: Architecture Overview

    Architecture Overview defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Architecture Overview" with measurable controls for delivery consistency.

    • A repeatable process for Architecture Overview is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 2 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

  2. 2. Multi-tenancy

    Goal: Multi-tenancy

    Multi-tenancy defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Multi-tenancy" with measurable controls for delivery consistency.

    • A repeatable process for Multi-tenancy is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 3 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

  3. 3. RBAC (Spatie)

    Goal: RBAC (Spatie)

    RBAC (Spatie) defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "RBAC (Spatie)" with measurable controls for delivery consistency.

    • A repeatable process for RBAC (Spatie) is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 4 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

  4. 4. API Reference

    Goal: API Reference

    API Reference defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "API Reference" with measurable controls for delivery consistency.

    • A repeatable process for API Reference is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 5 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

  5. 5. OpenAPI SDK

    Goal: OpenAPI SDK

    OpenAPI SDK defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "OpenAPI SDK" with measurable controls for delivery consistency.

    • A repeatable process for OpenAPI SDK is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 6 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

  6. 6. Webhooks HMAC

    Goal: Webhooks HMAC

    Webhooks HMAC defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Webhooks HMAC" with measurable controls for delivery consistency.

    • A repeatable process for Webhooks HMAC is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 7 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

  7. 7. Events & Broadcasting

    Goal: Events & Broadcasting

    Events & Broadcasting defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Events & Broadcasting" with measurable controls for delivery consistency.

    • A repeatable process for Events & Broadcasting is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 8 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

  8. 8. Rate Limits

    Goal: Rate Limits

    Rate Limits defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Rate Limits" with measurable controls for delivery consistency.

    • A repeatable process for Rate Limits is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 9 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

  9. 9. Testing

    Goal: Testing

    Testing defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Testing" with measurable controls for delivery consistency.

    • A repeatable process for Testing is documented and shared.
    • Controls are measurable against Operational maturity and shared standards.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 10 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

Go-live Checklist

  • Sensitive permissions are tested with a non-admin account.
  • Critical business flows are verified end-to-end.
  • Error messages are understandable and actionable.
  • An incident runbook exists for this domain.

Success Criteria

  • Faster onboarding for a new team.
  • No critical action depends on implicit tribal knowledge.
  • Support can diagnose an incident in under 15 minutes.