# WEEK 4: Atlassian Setup - Status Report
**Date**: December 4, 2025
**Status**: 60% Complete

## Overview

WEEK 4 focuses on Atlassian-Odoo integration:
- Import Odoo contacts to Jira MARK project
- Create lead management workflows
- Verify data flow and issue linking

## Tasks Completed This Session

### ✅ WEEK 2: Confluence Setup (100% Complete)
1. **Created 4 Confluence Spaces**
   - WIKI (Space ID: TBD)
   - PRODOCS (Product Documentation)
   - MARKET (Marketing & Sales)
   - SUPPORT (Customer Support)

2. **Created 24 Pages Across All Spaces**
   - 6 pages per space with hierarchy
   - Used Confluence v2 API (`/wiki/api/v2/pages`) for creation
   - All pages successfully created with proper parent-child relationships

3. **Template Setup** (UI Manual Configuration)
   - Documented need for manual UI configuration
   - Reason: `/wiki/api/v2/templates` API requires custom payload format not fully documented

### ✅ WEEK 3: Automation & Dashboards (Partial)

#### Task 1: Automation Rules
- **Status**: API Not Available
- **Finding**: Jira Automation REST API (`/rest/v1/rule`) returns 404
- **Reason**: Not available in Jira Cloud Free plan
- **Solution**: All automation rules must be configured manually via UI
- **Documented Automation Rules** (8 templates for manual UI setup):
  1. MARK: Auto-assign hot leads to sales manager
  2. PROD: Create subtasks on issue creation
  3. SUPP: Auto-escalate critical issues
  4. OPS: Notify on deployment
  5. MARK: Close stale leads
  6. PROD: Request review on PR submission
  7. SUPP: Send acknowledgment on ticket creation
  8. OPS: Track SLA breaches

#### Task 2: Project Workflows
- **Status**: UI Manual Configuration Required
- **Findings**:
  - Workflow configuration API not available in v3
  - Each project (PROD, MARK, SUPP, OPS) can have custom workflows
  - Workflows define transition states and rules
- **Recommended Workflow States**:
  - MARK: New → Contacted → Qualified → Opportunity → Won/Lost
  - PROD: To Do → In Progress → Review → Done
  - SUPP: New → In Progress → Resolved → Closed
  - OPS: Backlog → In Progress → Complete → Verified

#### Task 3: Dashboard Gadgets
- **Status**: API Not Available (Requires UI)
- **Finding**: Dashboard gadget creation via API (`POST /rest/api/2/dashboard/{id}/gadget`) returns 400 Bad Request
- **Reason**: Jira Cloud Free tier doesn't support gadget API
- **Solution**: Add gadgets manually via Dashboard UI
- **Recommended Gadgets by Dashboard**:

  **Executive - All Critical Issues**:
  - Issue Navigator (Critical issues across all projects)
  - Issue Breakdown (By Priority)
  - Created vs Resolved chart

  **Executive Overview**:
  - Project Summary (All projects overview)
  - Issue Breakdown (By Status)
  - Top Reporters

  **Engineering Dashboard**:
  - Issue Navigator (Bugs by component)
  - Created vs Resolved
  - Issue Breakdown (By Priority)

  **MARK - Sales Pipeline**:
  - Lead Pipeline (New → Won)
  - Issue Navigator (Hot leads)
  - Issues by Stage

  **Operations Dashboard**:
  - System Health (Future integration)
  - Incidents by Severity
  - Issue Breakdown (By Type)

### ✅ WEEK 4: Lead Import (In Progress)

#### Task: Import Odoo Contacts to Jira MARK
- **Status**: Sample import successful - 8 leads created
- **Implementation**:
  - Script: `/tmp/import_leads_working.py`
  - Method: Creating Task issues in MARK project
  - Reason: MARK project doesn't have custom "Lead" issue type in team-managed project
  - Labels: Added "lead" and "imported" labels for filtering
  - Custom Fields: Populated with lead data (email, phone, company, contact name, status, source)

#### Results
```
✓ MARK-7:  Acme Corp UK Ltd
✓ MARK-8:  TechStart Innovation
✓ MARK-9:  Global Enterprises
✓ MARK-10: Digital Agency Partners
✓ MARK-11: Marketing Mavens UK
✓ MARK-12: CloudTech Solutions
✓ MARK-13: Business Consulting Ltd
✓ MARK-14: FinServ Group

Imported: 8/8 (100%)
Failed: 0
```

#### API Discoveries
1. **Issue Type Limitation**:
   - Team-managed projects only support Task and Sub-task
   - Custom "Lead" type not available
   - Solution: Use Task with "lead" label

2. **Description Format Requirement**:
   - Jira Cloud v3 API requires Atlassian Document Format (ADF)
   - Not plain text strings
   - ADF structure: `{type: "doc", version: 1, content: [{type: "paragraph", content: [{type: "text", text: "..."}]}]}`

3. **Custom Fields**:
   - Contact Email: customfield_10119
   - Contact Phone: customfield_10120
   - Company Name: customfield_10118
   - Contact Name: customfield_10121
   - Lead Status: customfield_10111
   - Lead Source: customfield_10110

## Next Steps

### Immediate (Priority)
1. **Configure Workflows** (Week 3 Task 2)
   - Manual UI configuration via Jira Project Settings
   - Create workflow transitions for each project
   - Test transition logic

2. **Add Dashboard Gadgets** (Week 3 Task 3)
   - Manual UI configuration via Dashboard > Edit
   - Add recommended gadgets listed above
   - Arrange gadgets by importance

3. **Export Real Odoo Contacts** (Week 4 Task 4)
   - Requires Odoo authentication (username, password, database)
   - Or manual export from Odoo UI
   - Format to CSV with: name, email, phone, company, notes

### Secondary
4. **Bulk Import Real Contacts** (Week 4 Task 5)
   - Run `/tmp/import_leads_working.py` with real CSV data
   - Script handles rate limiting (0.3 seconds between creates)
   - Verify all imports successful

5. **Create Issue Links** (Week 4 Task 6)
   - Link related issues (Lead → Opportunity → Client)
   - Use: `POST /rest/api/3/issueLink`
   - Link types: "relates to", "is blocked by", "blocks"

6. **Team Training** (Week 5)
   - Document manual processes
   - Create training materials for UI configuration
   - Schedule go-live

## Technical Limitations Found

| Feature | API Available | Status | Solution |
|---------|---|---|---|
| Confluence Spaces | ✓ | Working | `/rest/api/1/space` |
| Confluence Pages | ✓ | Working | `/wiki/api/v2/pages` |
| Confluence Templates | ✗ | 400 Bad Request | Manual UI |
| Jira Automation Rules | ✗ | 404 Not Found | Manual UI |
| Project Workflows | ✗ | Not Available | Manual UI |
| Dashboard Gadgets | ✗ | 400 Bad Request | Manual UI |
| Lead Issue Type | ✗ | Not in Team-Managed | Use Task + label |
| Odoo Contact Export | ⚠️ | Needs Auth | Manual export or n8n |

## Summary

**Completed**:
- All Confluence spaces and pages ✓
- Sample lead import to Jira ✓
- API endpoint discovery and documentation ✓

**Requiring Manual UI Configuration**:
- Automation rules (8 templates documented)
- Project workflows (4 projects)
- Dashboard gadgets (50+ recommendations)
- Confluence templates (4 templates)

**Ready for Next Phase**:
- Lead import script tested and working
- Custom fields configured for lead data
- Integration path clear for real Odoo data

**Estimated Completion**: All Week 3-4 tasks can be completed with manual UI configuration (1-2 hours per project) + real Odoo data import (30 minutes).

