8.1 KiB
Task D.7.9 – Installation Profiles & Setup Plugin Registry
Objective
Transform the ALLA OS Setup Platform into a fully extensible platform by introducing Installation Profiles and a Setup Plugin Registry.
The current Setup Platform (D.7.1–D.7.10) already supports:
- Readiness
- Verification
- CSV Templates
- CSV Preview
- CSV Commit
- Setup Wizard
- Setup State
- Seed Manifest
- Reset / Reseed
- Golden Dataset
D.7.9 must remove remaining CRM-specific assumptions so future modules (CRM, HR, Asset, Inventory, Purchase, Service, etc.) can integrate into the Setup Platform without modifying the core wizard.
No existing setup behavior may regress.
Review Before Implementation
Review
- AGENTS.md
- plans/task-d.7.md
- plans/task-d.7.1.md
- plans/task-d.7.2.md
- plans/task-d.7.3.md
- plans/task-d.7.4.md
- plans/task-d.7.5.md
- plans/task-d.7.6.md
- plans/task-d.7.7.md
- plans/task-d.7.8.md
- plans/task-d.7.10.md
Review
docs/setup/*
Review
setup/templates/*
Review
setup/golden-dataset/*
Review
src/features/setup/**
Objective
Replace hardcoded setup behavior with configuration-driven module registration.
The Setup Platform must become reusable by every ALLA OS module.
Implementation Scope
Create
src/features/setup/plugins/
Recommended structure
src/features/setup/plugins/
plugin-registry.ts
plugin-types.ts
installation-profile.ts
crm/
crm-setup-plugin.ts
crm-installation-profile.ts
foundation/
foundation-plugin.ts
Installation Profiles
Introduce Installation Profiles.
Supported profiles
minimal
crm_starter
crm_demo
production
restore_backup
custom
Each profile defines
- visible wizard steps
- required templates
- verification checks
- setup sequence
- supported reset scopes
- reseed targets
- default options
Profile interface
export interface InstallationProfile {
id:string;
name:string;
description:string;
wizardSteps:string[];
requiredTemplates:string[];
verificationChecks:string[];
resetScopes:string[];
reseedTargets:string[];
defaultOptions:Record<string,unknown>;
}
Setup Plugin Interface
Create
plugin-types.ts
export interface SetupPlugin {
id:string;
version:string;
displayName:string;
description:string;
installationProfiles():InstallationProfile[];
templates():SetupTemplateDefinition[];
wizardSteps():SetupWizardStep[];
readinessChecks():SetupReadinessCheck[];
verificationChecks():SetupVerificationCheck[];
previewValidators():CsvPreviewValidator[];
importHandlers():CsvImporter[];
resetScopes():ResetScopeDefinition[];
reseedTargets():ReseedTargetDefinition[];
}
Plugin Registry
Create
plugin-registry.ts
Responsibilities
Register plugins
Resolve plugins
Resolve installation profiles
Resolve templates
Resolve verification checks
Resolve reset scopes
Resolve reseed targets
Resolve wizard steps
Example
registerPlugin(new FoundationPlugin());
registerPlugin(new CrmSetupPlugin());
Foundation Plugin
Move common setup behavior into Foundation Plugin.
Foundation Plugin owns
Readiness
Verification
Setup State
Seed Manifest
CSV Framework
Reset Framework
Golden Dataset framework
No CRM assumptions.
CRM Setup Plugin
CRM Plugin owns
CRM Templates
CRM CSV Importers
CRM Verification
CRM Wizard Steps
CRM Reset Scope
CRM Golden Dataset registration
CRM Approval registration
CRM Document Sequence registration
CRM Reports registration
Dynamic Wizard
Current wizard should stop hardcoding steps.
Instead
Plugin Registry
↓
Installation Profile
↓
Resolve Wizard Steps
↓
Render Wizard
Adding a module must not require editing the wizard.
Dynamic Verification
Current verification service should allow plugins to register checks.
Instead of
CRM Check
Approval Check
PDF Check
Hardcoded
Use
Plugin Registry
↓
Collect Checks
↓
Execute
↓
Aggregate Report
Dynamic Readiness
Allow plugins to register readiness checks.
Example
Storage Plugin
↓
Storage Check
PDF Plugin
↓
Template Check
CRM Plugin
↓
CRM Readiness
Dynamic Template Registry
Extend
setup/templates/templates.json
Support
plugin
profile
visibility
Example
{ "file":"customers.csv", "plugin":"crm", "profiles":[ "crm_demo", "production" ] }
Wizard automatically filters templates.
Dynamic Navigation
Wizard should display
Installed Modules
Foundation
CRM
Approval
Storage
Future
HR
Asset
Inventory
Purchase
Modules not installed
↓
Hidden
Profile Resolution
Selecting
crm_demo
Automatically
Enable
CRM plugin
Foundation plugin
Demo dataset
CRM templates
CRM verification
Demo reset
Disable
Restore Backup steps
Selecting
minimal
Only
Foundation
Verification
No CRM
API Updates
Extend
GET /api/setup/templates
Include
plugin
profile
visible
supported
Update
GET /api/setup/readiness
Collect plugin readiness.
Update
POST /api/setup/verify
Collect plugin verification.
No API breaking changes.
Setup Wizard Updates
Wizard
↓
Load Installation Profiles
↓
User selects profile
↓
Resolve Plugin Graph
↓
Build Wizard
↓
Render Steps
↓
Run Setup
Wizard must no longer contain CRM-specific logic.
Golden Dataset Integration
Allow every plugin to register
Golden Dataset
Example
CRM
↓
setup/golden-dataset/crm/
Future
HR
↓
setup/golden-dataset/hr/
Asset
↓
setup/golden-dataset/asset/
Future Module Example
Adding
Asset
Should require only
registerPlugin(
AssetSetupPlugin
);
No modification
Wizard
Verification
Reset
Template Registry
CSV Engine
Out Of Scope
New business module
HR implementation
Asset implementation
Inventory implementation
Purchase implementation
Plugin marketplace
External plugin loading
Remote plugins
Installation package download
Backup restore implementation
CRM business behavior changes
Deliverables
Required
src/features/setup/plugins/plugin-types.ts
src/features/setup/plugins/plugin-registry.ts
src/features/setup/plugins/installation-profile.ts
src/features/setup/plugins/foundation/foundation-plugin.ts
src/features/setup/plugins/crm/crm-setup-plugin.ts
src/features/setup/plugins/crm/crm-installation-profile.ts
Update
Setup Wizard
Readiness Service
Verification Service
Template Metadata Service
Template Registry
Optional
docs/setup/setup-plugin-development.md
docs/setup/installation-profiles.md
Acceptance Criteria
✓ Installation Profiles exist.
✓ Plugin Registry exists.
✓ Foundation Plugin exists.
✓ CRM Plugin exists.
✓ Wizard builds dynamically from selected profile.
✓ Wizard no longer hardcodes CRM steps.
✓ Readiness collects plugin checks.
✓ Verification collects plugin checks.
✓ Template registry supports plugin ownership.
✓ Template registry supports profile visibility.
✓ Golden Dataset supports plugin registration.
✓ Future modules can integrate by registering one plugin.
✓ Existing Setup Wizard behavior remains unchanged.
✓ Existing APIs remain backward compatible.
✓ Existing CSV Preview/Commit logic is unaffected.
✓ Typecheck passes.
✓ Existing setup integration tests continue to pass.
Suggested Verification
Run
npm run typecheck
npm run test:setup
Verify
Minimal Profile
↓
Foundation only
CRM Starter
↓
CRM steps only
CRM Demo
↓
CRM + Demo dataset
Production
↓
Production profile
Confirm
Readiness still PASS
Verification still PASS
CSV Preview unchanged
CSV Commit unchanged
Setup Resume unchanged
Golden Dataset unchanged
Register a temporary mock plugin
↓
Confirm
Wizard automatically includes plugin steps
Verification automatically executes plugin checks
Template API exposes plugin templates
Without modifying Setup Wizard source code.
Completion Criteria
After D.7.9
The ALLA OS Setup Platform is officially module-driven.
All future modules (CRM, HR, Asset, Purchase, Inventory, Service, Calendar, etc.) must integrate through the Setup Plugin Registry rather than extending the Setup Wizard directly.
D.7.9 marks the architectural freeze of Setup Platform v1.0.