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| 1 | +--- |
| 2 | +title: Operational layer for WooCommerce with independent team panels |
| 3 | +summary: Design and implementation of an advanced plugin extending WooCommerce with operational workflows, roles, and panels available outside WordPress admin. |
| 4 | + |
| 5 | +category: CMS & integrations |
| 6 | +featured: true |
| 7 | +priority: 85 |
| 8 | +tags: ["wordpress", "woocommerce", "rest api", "rbac", "operations", "workflow", "audit", "pdf", "mobile", "qr"] |
| 9 | +links: |
| 10 | + - label: Architecture deep dive |
| 11 | + href: "/en/case-studies/ops-plugin-architecture/" |
| 12 | + kind: deep-dive |
| 13 | + - label: Let’s talk |
| 14 | + href: "/en/contact/" |
| 15 | + kind: cta |
| 16 | +--- |
| 17 | + |
| 18 | +## System context |
| 19 | + |
| 20 | +The project focused on extending an e-commerce platform with an **advanced operational layer**, used daily by teams responsible for order fulfillment, logistics, and internal processes. |
| 21 | + |
| 22 | +The starting point was a system based on **WooCommerce**, which: |
| 23 | +- handled sales well, |
| 24 | +- was not designed for complex operational workflows, |
| 25 | +- assumed that all users would work inside **WordPress admin**. |
| 26 | + |
| 27 | +In practice, this proved insufficient. |
| 28 | +Operational teams: |
| 29 | +- were non-technical, |
| 30 | +- worked in different contexts (office, field, transport), |
| 31 | +- should not have access to the full CMS backend, |
| 32 | +- needed **dedicated tools** tailored to their daily work. |
| 33 | + |
| 34 | +The goal was to build an **independent operational layer**, deeply integrated with WooCommerce, yet **separated from the standard WordPress admin interface**. |
| 35 | + |
| 36 | +--- |
| 37 | + |
| 38 | +## Core challenges |
| 39 | + |
| 40 | +### 1. WooCommerce as a data source, not a work interface |
| 41 | + |
| 42 | +The system needed to: |
| 43 | +- consume WooCommerce data and events, |
| 44 | +- react to order status changes, |
| 45 | +- remain fully compatible with the WP/WC ecosystem, |
| 46 | + |
| 47 | +while **not forcing operational teams to work in WordPress admin**. |
| 48 | + |
| 49 | +--- |
| 50 | + |
| 51 | +### 2. Different roles, different work contexts |
| 52 | + |
| 53 | +The system supported multiple operational user types, including: |
| 54 | +- managers (desktop panel), |
| 55 | +- operational staff (mobile panel), |
| 56 | +- drivers / field teams (mobile panel). |
| 57 | + |
| 58 | +Each role: |
| 59 | +- had a different permission scope, |
| 60 | +- worked on different data views, |
| 61 | +- executed a different set of actions. |
| 62 | + |
| 63 | +The access model had to be: |
| 64 | +- precise, |
| 65 | +- easy to reason about, |
| 66 | +- maintainable in the long term. |
| 67 | + |
| 68 | +--- |
| 69 | + |
| 70 | +### 3. Operability, auditability, and predictability |
| 71 | + |
| 72 | +The system could not be a “black box”. |
| 73 | + |
| 74 | +Every action: |
| 75 | +- was validated before execution, |
| 76 | +- recorded as an event, |
| 77 | +- traceable in an operation history. |
| 78 | + |
| 79 | +Auditability and action history were **critical** for daily operations and system maintenance. |
| 80 | + |
| 81 | +--- |
| 82 | + |
| 83 | +### 4. Mobile work and fast data access |
| 84 | + |
| 85 | +Some users interacted with the system **exclusively on mobile devices**. |
| 86 | + |
| 87 | +This required: |
| 88 | +- mobile-optimized interfaces, |
| 89 | +- simple, unambiguous actions, |
| 90 | +- fast order lookup, |
| 91 | +- order identification via **QR code scanning using the phone camera**. |
| 92 | + |
| 93 | +--- |
| 94 | + |
| 95 | +## Platform constraints |
| 96 | + |
| 97 | +The project was implemented **entirely within WordPress + WooCommerce**, which imposed specific constraints: |
| 98 | + |
| 99 | +- CMS lifecycle and hooks, |
| 100 | +- shared environment with other plugins, |
| 101 | +- strict backward compatibility requirements, |
| 102 | +- high security expectations. |
| 103 | + |
| 104 | +The solution had to be: |
| 105 | +- platform-compliant, |
| 106 | +- resilient to updates, |
| 107 | +- evolvable without full rewrites. |
| 108 | + |
| 109 | +--- |
| 110 | + |
| 111 | +## Architectural approach |
| 112 | + |
| 113 | +A key decision was to treat **WordPress as an integration layer**, not as the center of operational logic. |
| 114 | + |
| 115 | +### Layered structure: |
| 116 | +- **CMS layer** – hooks, REST API, admin-post, WooCommerce integration. |
| 117 | +- **Application layer** – workflows, validations, state transitions, operational rules. |
| 118 | +- **Infrastructure layer** – persistence, event logging, document generation, external integrations. |
| 119 | + |
| 120 | +This separation made it possible to: |
| 121 | +- keep a large plugin maintainable, |
| 122 | +- clearly define responsibilities, |
| 123 | +- evolve the system iteratively. |
| 124 | + |
| 125 | +--- |
| 126 | + |
| 127 | +## Operational panels (desktop and mobile) |
| 128 | + |
| 129 | +The system exposed **multiple independent panels**, adapted to different work contexts. |
| 130 | + |
| 131 | +### Manager panel (desktop) |
| 132 | +- operational dashboards, |
| 133 | +- order lists and filters, |
| 134 | +- execution of operational actions, |
| 135 | +- access to event history and audit data. |
| 136 | + |
| 137 | +### Staff and driver panels (mobile) |
| 138 | +- interfaces optimized for phones, |
| 139 | +- fast order lookup, |
| 140 | +- step-by-step process handling, |
| 141 | +- **QR code scanning via the phone camera**, |
| 142 | +- minimal interaction steps and clear feedback. |
| 143 | + |
| 144 | +Users **did not log into WordPress admin** to perform operational work. |
| 145 | + |
| 146 | +--- |
| 147 | + |
| 148 | +## State and event management |
| 149 | + |
| 150 | +The system was built around a **state transition model**: |
| 151 | +- user actions triggered controlled state changes, |
| 152 | +- each change was recorded as an event, |
| 153 | +- the event log served as the foundation for auditing. |
| 154 | + |
| 155 | +Implemented mechanisms included: |
| 156 | +- idempotency safeguards, |
| 157 | +- pre-action validations, |
| 158 | +- protection against duplicate processing. |
| 159 | + |
| 160 | +--- |
| 161 | + |
| 162 | +## Documents and artifacts |
| 163 | + |
| 164 | +Operational workflows included document generation (e.g. PDF): |
| 165 | + |
| 166 | +- based on the current system state, |
| 167 | +- using structured templates, |
| 168 | +- executed in a repeatable and controlled manner. |
| 169 | + |
| 170 | +Artifacts: |
| 171 | +- were linked to operational events, |
| 172 | +- could be stored locally or externally, |
| 173 | +- were not part of critical business logic. |
| 174 | + |
| 175 | +--- |
| 176 | + |
| 177 | +## Plugin administration panel |
| 178 | + |
| 179 | +The plugin also provided a **dedicated administration panel** for technical administrators. |
| 180 | + |
| 181 | +It allowed: |
| 182 | +- managing plugin configuration, |
| 183 | +- handling updates and data migrations, |
| 184 | +- checking module and integration health, |
| 185 | +- basic system diagnostics. |
| 186 | + |
| 187 | +This made ongoing maintenance possible |
| 188 | +without manual database or code intervention. |
| 189 | + |
| 190 | +--- |
| 191 | + |
| 192 | +## Installation, updates, and maintenance |
| 193 | + |
| 194 | +The plugin was designed for a **long operational lifecycle**: |
| 195 | +- safe upgrades, |
| 196 | +- automated data migrations, |
| 197 | +- synchronization of roles and permissions. |
| 198 | + |
| 199 | +This enabled: |
| 200 | +- rolling out new versions without downtime, |
| 201 | +- reducing operational risk, |
| 202 | +- evolving the system while it was in active use. |
| 203 | + |
| 204 | +--- |
| 205 | + |
| 206 | +## Final outcome |
| 207 | + |
| 208 | +The result was a **robust operational plugin** that: |
| 209 | +- extended WooCommerce with a missing operational layer, |
| 210 | +- separated sales from fulfillment and operations, |
| 211 | +- supported both desktop and mobile workflows, |
| 212 | +- provided auditability and predictable behavior, |
| 213 | +- evolved iteratively in a production environment. |
| 214 | + |
| 215 | +The project demonstrated that even within **CMS platform constraints**, it is possible to build a mature, stable, and scalable operational system. |
| 216 | + |
| 217 | +--- |
| 218 | + |
| 219 | +## Architecture showcase (GitHub) |
| 220 | + |
| 221 | +This case study focuses on the **context, challenges, and outcomes** of the project. |
| 222 | + |
| 223 | +If you want to go deeper — see how the system was structured, |
| 224 | +where architectural boundaries were drawn, and which engineering decisions |
| 225 | +and trade-offs shaped the solution — we prepared a dedicated |
| 226 | +**architecture showcase**. |
| 227 | + |
| 228 | +The repository covers: |
| 229 | +- architectural layers and responsibilities, |
| 230 | +- module layout and execution flows, |
| 231 | +- key engineering decisions and trade-offs, |
| 232 | +- approaches to operability, auditing, and long-term maintenance, |
| 233 | + |
| 234 | +while intentionally omitting business-specific logic and sensitive details. |
| 235 | + |
| 236 | +👉 **Architecture showcase (GitHub)** |
| 237 | +https://github.com/rocketdeploy-dev/showcase-ops-layer-for-woocommerce |
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