LedgerOS · Phase 5 · Production Integration Blueprint

Production Integration Blueprint

Everything the backend team needs to safely connect the LedgerOS design lab to Express, Postgres, Navy Federal, Zoho, ADP, and CCA’s internal apps — without rebuilding business logic in Lovable.

LedgerOS UI Design Lab · Phase 5 blueprint — no backend is connected. Every endpoint, permission, and event listed here is a design contract, not a live API.
Overall readiness
65%
Design → handoff → cutover
API contract
24 endpoints
6 exist · 4 extend · 14 new
Data model
20 entities
14 new tables required
Integrations
12 systems
Navy Federal, Zoho suite, ADP, CCA apps

The Phase 5 principle

LedgerOS must move from insight → recommendation → approval → action → result → audit record — and Phase 5 is what makes that safe. No screen wires to real data until the API contract, permission matrix, event classification, and audit trail for that screen are frozen and approved. Ad-hoc backend wiring is what causes duplicate business logic, conflicting definitions of revenue and margin, and unsafe automatic posting.

API Contract Map

24 endpoints across invoicing, expenses, cash, automation, intelligence — with permissions and audit events.

Data & Lineage Map

Every mock object mapped to a Postgres entity with source, transformation, confidence, approver.

Permission Matrix

Rose, Christin, Carmen, Accountant, Team, Integration — view, create, approve, override, export.

Integration Contracts

Navy Federal, Zoho CRM/Books/Billing/Forms, RUN by ADP, Command Center, Client Portal, QualifierConnect.

Events & Draft-vs-Post

Which automations may create drafts, which require approval, and which may never auto-post.

Migration Plan

10 staged milestones from mock UI approved to full production, with parallel-run against Zoho Books.

Acceptance Testing

10 end-to-end workflow tests covering allocation, recovery, bonus, guardrail, and integration failure paths.

Security & Data Lineage

Authn, authz, secrets, PII, audit, guardrails, change management.

Cutover Runbook

T-30 → T+7 checklist to move system of record from Zoho Books to LedgerOS.

Readiness Scorecard

Ten dimensions from design coverage to cutover plan, scored 0–100.

Handoff Package

Documents, owners, and formats that must ship before any production API wiring begins.