Application Deployment and Operations

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Epic: Salesforce UI Bundle Deployment

Plan: Build a Vite 7 build pipeline with Salesforce UI Bundle plugin, code splitting, and SFDX metadata generation for sandbox and production deployment.

Architectural Context: The build pipeline compiles the React SPA into a Salesforce UI Bundle compatible format. Code splitting enables route-based lazy loading for faster initial load. SFDX metadata generation produces the deployment artifacts needed for Salesforce sandbox (staging) and production.

Tasks

• Build Vite 7 build pipeline with Salesforce UI Bundle plugin
• Implement code splitting for route-based lazy loading
• Build SFDX project metadata generation
• Deploy to Salesforce sandbox (staging) and production

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Epic: Environment Management

Plan: Establish development, staging, and production environments with monitoring for Salesforce UI Bundle limitations.

Architectural Context: Development uses a local Vite dev server for fast iteration. Staging deploys to a Salesforce sandbox for realistic testing. Production deploys to the Salesforce org. Salesforce UI Bundle limitations (IndexedDB storage caps, WebSocket support, Service Workers) are monitored to prevent surprises.

Tasks

• Build development environment (local Vite dev server)
• Implement staging environment (Salesforce sandbox)
• Build production environment (Salesforce org)
• Monitor Salesforce UI Bundle limitations (IndexedDB storage, WebSocket support, Service Workers)

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Epic: Future Operations Console (Q1 2027)

Plan: Design a separate Operations Console for business development and member management, with its own deployment strategy.

Architectural Context: The Operations Console is a distinct application from the Advisor Console, focused on business development workflows. It will have its own deployment pipeline and lifecycle, planned for Q1 2027.

Tasks

• Design separate Operations Console for business development and member management
• Plan deployment strategy separate from Advisor Console