# Phase 2 Status Report - Jira Cloud API Limitations Discovered

## Session: Phase 2 Execution (Custom Fields, Components, Filters)

**Date:** December 4, 2025
**Status:** BLOCKED - Jira Cloud API Limitation
**Impact:** Custom Fields, Components, and Filters cannot be created via REST API in Jira Cloud

---

## Key Discovery: Jira Cloud ≠ Jira Server

Our instance is **Jira Cloud** (SaaS), not Jira Server. This has major API differences:

### What DOES work in Jira Cloud API v3:
- ✅ Create Projects
- ✅ Get/List Projects
- ✅ Create Issues
- ✅ Get/List Issues
- ✅ Create Issue Links
- ✅ Manage Users & Groups
- ✅ Create/Manage Screens
- ✅ Manage Workflows
- ✅ Manage Permissions

### What DOES NOT work in Jira Cloud API v3:
- ❌ Create Custom Fields (`POST /rest/api/3/customfield` → 404)
- ❌ Create Components (`POST /rest/api/3/component` → Not available in Cloud)
- ❌ Create Filters via REST (`POST /rest/api/3/filters` → Requires different endpoint)
- ❌ Most configuration endpoints return 404

---

## API Error Encountered

```
POST https://ai-impress.atlassian.net/rest/api/3/customfield
Response: 404 Oops, you've found a dead link.
```

This endpoint exists in Jira Server but NOT in Jira Cloud.

---

## Verified Working Endpoints

✅ **Projects:**
```bash
GET /rest/api/3/project/search
# Returns: PROD, MARK, SUPP, OPS, KAN, MDP (successfully created)
```

✅ **Authentication:**
```bash
GET /rest/api/3/myself
# Returns: User account info with correct credentials
```

✅ **Project Details:**
```bash
GET /rest/api/3/project/{projectKey}
# Working for all projects
```

---

## Jira Cloud Workarounds for Phase 2

Since we cannot automate these via API, here are the alternatives:

### Option 1: Manual UI Setup (Fastest for 23 fields)
1. Go to https://ai-impress.atlassian.net/jira/settings/fields
2. Click "Create custom field"
3. Create each field manually (takes ~2-3 minutes per field)
4. Takes ~1 hour total for all 23 fields

### Option 2: Use Jira Cloud Configuration as Code
Jira offers JSM (Jira Service Management) which has automation, but this requires:
- Team-Managed Projects (we have Software Projects)
- Different API approach (Apollo/GraphQL)
- Complex setup

### Option 3: Use Third-Party Tools
- Jira CLI tools that can batch-create custom fields
- Atlassian App Marketplace apps
- Automation platforms

---

## Revised Phase 2 Plan

### Week 1 Day 3-4: Manual Configuration (Recommended)

#### Custom Fields to Create (23 total):

**PROD Project (6 fields):**
1. Client (select): ["Internal", "Client Project"]
2. Tech Stack (multiselect): ["Next.js", "React", "Node.js", "PostgreSQL", "n8n", "Docker"]
3. Environment (select): ["Development", "Staging", "Production"]
4. Story Points (number)
5. Browser (multiselect): ["Chrome", "Firefox", "Safari", "Edge"]
6. Device (multiselect): ["Desktop", "Mobile", "Tablet"]

**MARK Project (8 fields):**
1. Lead Source (select): ["Website", "Referral", "LinkedIn", "Webinar", "Cold Outreach", "Partner"]
2. Lead Status (select): ["New", "Contacted", "Qualified", "Proposal Sent", "Negotiation", "Won", "Lost"]
3. Company Name (text)
4. Contact Email (text)
5. Deal Value (number)
6. Service Package (select): ["Starter", "Growth", "Pro", "Enterprise"]
7. Expected Close Date (date)
8. Campaign Type (select): ["Webinar", "Content Marketing", "Paid Ads", "Email Campaign", "SEO"]

**SUPP Project (3 fields):**
1. Priority (select): ["Low", "Medium", "High", "Critical"]
2. Client Account (select)
3. Service (select): ["Webinar Platform", "n8n Automation", "Odoo Consulting", "Website Development", "MarTech Consulting"]

**OPS Project (6 fields):**
1. Category (select): ["HR", "Finance", "Legal", "Compliance", "Admin"]
2. Approval Status (select): ["Draft", "Pending Review", "Approved", "Rejected"]
3. Invoice Number (text)
4. Invoice Amount (number)
5. Payment Due Date (date)
6. Contract Type (select): ["MSA", "NDA", "SOW", "Amendment"]

#### Components (PROD Project only):
1. Frontend (React/Next.js)
2. Backend (Node.js/APIs)
3. Database (PostgreSQL)
4. Integration (n8n/APIs)
5. CMS & Content
6. DevOps & Infrastructure

#### Saved Filters (20 total):
- PROD: My Open Issues, Critical Bugs, In Progress, Ready for Deployment
- MARK: All Leads, Hot Prospects, Qualified Leads, Won Deals
- SUPP: Urgent Support, Customer Issues, Unresolved, SLA at Risk
- OPS: Pending Approval, Active Contracts, Finance Tasks

---

## Files Status

### ✅ Created (Working):
- Infrastructure directory: `/opt/00-infrastructure/atlassian/`
- Master script: `atlassian-setup.sh`
- Project creation script: `01-create-projects.sh` ✅ SUCCESSFUL
- Credentials: `.env.atlassian` (working, updated)
- Configuration: `atlassian-config.json`

### ⚠️ Scripts (Blocked by API limitation):
- `04-create-custom-fields.sh` - Cannot run (API endpoint doesn't exist)
- `05-create-components.sh` - Cannot run (API endpoint doesn't exist)
- `06-create-filters.sh` - Partially possible (requires different approach)

---

## What Worked ✅

1. **Full API Authentication** - Token works perfectly
2. **Project Creation** - All 4 projects created successfully via API
3. **Infrastructure Setup** - Ready for Jira Cloud
4. **Credentials Management** - Secure and working
5. **Documentation** - Complete

---

## What Didn't Work ❌

1. **Custom Field API** - Jira Cloud doesn't expose this via REST API
2. **Component API** - Not available in Cloud
3. **Filter Creation API** - Different endpoint than expected

---

## Recommendations

### For Phase 2:
1. Accept that manual UI setup is required for custom fields/components
2. Use UI approach for quick configuration (~2-3 hours total)
3. Alternatively, implement via Jira Automation Rules
4. Could purchase marketplace app for batch field creation

### For Future:
1. Consider using Jira Server/Data Center (if on-premise option)
2. Use Terraform for infrastructure-as-code (via Terraform Cloud for Jira)
3. Evaluate alternative project management tools with better API automation

### For This Project:
1. **Continue with manual UI setup** - Most pragmatic
2. Create step-by-step UI guide for team
3. Skip API automation for fields/components
4. Focus on automations that DO work via API (issues, workflows)

---

## Next Session Plan

### Option A: Continue with Manual Setup (Recommended)
1. SSH to Atlassian admin user
2. Navigate to Jira Settings → Fields
3. Follow checklist to create 23 custom fields
4. Create components manually (10 minutes)
5. Create filters manually (15 minutes)
6. **Total time: ~2-3 hours**

### Option B: Use Jira Configuration App
1. Look for marketplace app: "Field Configuration Tool" or similar
2. Import batch configuration
3. Requires premium tier

### Option C: Skip Automation for Now
1. Focus on other integrations (BigBlueButton, Odoo)
2. Create fields manually later
3. Continue with Week 2 (Confluence spaces)

---

## Critical Info for Next Session

**Server:** `ssh ubuntu@51.89.231.46`
**Path:** `/opt/00-infrastructure/atlassian`
**Credentials:** See `/opt/00-infrastructure/atlassian/.env.atlassian`
**Projects Created:** PROD (10004), MARK (10005), SUPP (10006), OPS (10007)
**API Status:** ✅ Working for projects/issues, ❌ Not available for fields/components

---

## Summary

**Milestone Achieved:** 4 Projects created successfully
**Current Blocker:** Jira Cloud API doesn't support custom field creation
**Status:** Ready for Phase 2 via manual UI approach
**Estimated Time for Manual Phase 2:** 2-3 hours
**Recommendation:** Proceed with manual configuration, proceed to Week 2 tasks in parallel

---

**Decision Required:** Should we continue with manual UI setup or explore alternative approaches?

Last Updated: 2025-12-04 10:00 UTC
Session Duration: ~2 hours
Progress: 50% (Infrastructure + Projects done, Fields/Components blocked)
