erpnext-server

# Implementation Roadmap This document outlines a comprehensive roadmap for implementing the improvements suggested in the analysis of the ERPNext MCP server. ## Overview The ERPNext MCP server provides integration with ERPNext through the Model Context Protocol, but several improvements can enhance its maintainability, reliability, and security. This roadmap prioritizes these improvements into phases for systematic implementation. ## Phase 1: Code Restructuring and Basic Improvements **Objective**: Establish a solid foundation by restructuring the codebase into a more maintainable architecture. **Duration**: 2-3 weeks ### Tasks 1. **Project Structure Reorganization** - Create directory structure as outlined in [`code-restructuring.md`](./code-restructuring.md) - Split the monolithic `src/index.ts` into modular components 2. **Core Module Extraction** - Extract ERPNext client into `src/client/erpnext-client.ts` - Extract resource handlers into `src/handlers/resource-handlers.ts` - Extract tool handlers into `src/handlers/tool-handlers.ts` 3. **Configuration Management** - Create dedicated configuration module in `src/utils/config.ts` - Implement validation for required configuration - Add support for multiple configuration sources 4. **Basic Logging** - Implement structured logging in `src/utils/logger.ts` - Add different log levels for development and production - Add contextual information to logs ### Deliverables - Modular codebase with clear separation of concerns - Improved configuration management - Basic structured logging ## Phase 2: Enhanced Error Handling and Testing **Objective**: Improve reliability through better error handling and establish a testing framework. **Duration**: 3-4 weeks ### Tasks 1. **Error Handling** - Implement error categorization as outlined in [`error-handling-and-logging.md`](./error-handling-and-logging.md) - Create error mapping between ERPNext and MCP error codes - Add correlation IDs for tracking errors across the system 2. **Testing Framework Setup** - Set up Jest for testing - Create test directory structure - Add test utilities and mocks 3. **Unit Tests** - Write unit tests for core modules (client, utils) - Achieve at least 70% code coverage 4. **Integration Tests** - Add integration tests for API interactions - Create mock ERPNext API for testing ### Deliverables - Robust error handling system - Test suite with good coverage - Mock ERPNext API for testing ## Phase 3: Security and Authentication Enhancements **Objective**: Strengthen security and improve authentication mechanisms. **Duration**: 2-3 weeks ### Tasks 1. **Input Validation** - Create validation module as outlined in [`security-and-authentication.md`](./security-and-authentication.md) - Implement schema validation for all inputs - Add input sanitization to prevent injection attacks 2. **Authentication Improvements** - Implement authentication manager - Add token management - Implement secure credential handling 3. **Rate Limiting** - Add rate limiting middleware - Implement different limits for different operations - Add protection against brute force attacks 4. **Security Headers** - Add security headers to responses - Implement secure defaults ### Deliverables - Secure input validation - Enhanced authentication - Protection against common attacks ## Phase 4: Advanced Features and Performance **Objective**: Add advanced features and optimize performance. **Duration**: 4-6 weeks ### Tasks 1. **Caching Implementation** - Implement in-memory cache - Add cache invalidation logic - Optimize frequently accessed resources 2. **Documentation** - Add comprehensive JSDoc comments - Generate API documentation - Update README with examples 3. **Pagination Support** - Add pagination for list operations - Implement cursor-based pagination for large result sets 4. **Resource Expansion** - Enhance resource capabilities - Add more resource templates - Improve discovery mechanism 5. **Performance Optimization** - Implement request batching - Optimize network requests - Add performance metrics 6. **Feature Enhancements** (as outlined in [`feature-improvements.md`](./feature-improvements.md)) - Implement enhanced DocType discovery and metadata - Add advanced querying capabilities - Develop bulk operations support - Create file operations functionality - Add webhook and event support - Implement document workflows - Develop data synchronization utilities ### Deliverables - Caching system for improved performance - Comprehensive documentation - Enhanced resource capabilities - Performance metrics and optimizations - New functional capabilities as detailed in feature improvements ## Phase 5: CI/CD and DevOps **Objective**: Set up continuous integration and deployment pipeline. **Duration**: 1-2 weeks ### Tasks 1. **CI Setup** - Configure GitHub Actions or similar CI platform - Automate testing - Implement code quality checks 2. **Automated Builds** - Set up automated builds - Create release versioning - Generate build artifacts 3. **Deployment Automation** - Create deployment scripts - Add environment configuration templates - Document deployment process ### Deliverables - Automated CI/CD pipeline - Code quality checks - Streamlined release process ## Timeline Overview ``` Week 1-3: Phase 1 - Code Restructuring Week 4-7: Phase 2 - Error Handling and Testing Week 8-10: Phase 3 - Security Enhancements Week 11-14: Phase 4 - Advanced Features Week 15-16: Phase 5 - CI/CD and DevOps ``` ## Implementation Priorities When implementing these improvements, follow these priorities: 1. **Critical**: Code restructuring, basic error handling 2. **High**: Testing setup, security improvements 3. **Medium**: Caching, pagination, documentation 4. **Low**: Advanced features, CI/CD ## Dependencies and Requirements For implementing these improvements, ensure: 1. Access to ERPNext instance for testing 2. Node.js development environment 3. Knowledge of TypeScript and MCP SDK 4. Understanding of ERPNext API ## Risk Management Some potential risks to consider: 1. **API Changes**: ERPNext may update its API, requiring adjustments 2. **Backward Compatibility**: Ensure changes don't break existing clients 3. **Performance Impact**: Monitor performance impacts of changes ## Conclusion Following this roadmap will transform the ERPNext MCP server into a robust, maintainable, and secure system. The phased approach allows for incremental improvements while maintaining a functioning system throughout the process.