tenantpilot/specs/002-manual-policy-sync/spec.md

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# Feature Specification: Manual Policy Sync Button
**Feature Branch**: `002-manual-policy-sync`
**Created**: 2025-12-06
**Status**: Draft
**Input**: User description: "Manual Policy Sync Button - Allow admins to trigger immediate policy synchronization from Intune without waiting for scheduled sync"
## User Scenarios & Testing *(mandatory)*
### User Story 1 - Trigger Immediate Sync (Priority: P1)
An IT administrator has just made changes to an Intune policy and wants to see those changes reflected in TenantPilot immediately without waiting for the scheduled nightly sync.
**Why this priority**: Core functionality that directly addresses the pain point of waiting for scheduled syncs. Delivers immediate value and is the primary reason for this feature.
**Independent Test**: Admin can click "Sync Policies" button on search page, receives confirmation that sync started, and n8n workflow is triggered for their tenant.
**Acceptance Scenarios**:
1. **Given** an authenticated admin is on the `/search` page, **When** they click the "Sync Policies" button, **Then** the button shows a loading state with "Syncing..." text and a spinner
2. **Given** a sync request is successfully sent to n8n, **When** the request completes, **Then** a success toast message appears saying "Policy sync triggered successfully"
3. **Given** an authenticated admin with a valid tenant ID, **When** they trigger a sync, **Then** the n8n webhook receives a POST request with their tenant ID and source "manual_trigger"
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### User Story 2 - Handle Sync Errors Gracefully (Priority: P2)
When the sync cannot be triggered (network error, webhook down, etc.), the admin needs clear feedback about what went wrong.
**Why this priority**: Essential for production reliability. Without error handling, users won't know if sync failed and may think it succeeded.
**Independent Test**: Can be tested by simulating webhook failures (wrong URL, network timeout) and verifying error messages appear.
**Acceptance Scenarios**:
1. **Given** the n8n webhook is unreachable, **When** admin clicks "Sync Policies", **Then** an error toast appears with message "Failed to trigger sync. Please try again later."
2. **Given** a sync request fails, **When** the error occurs, **Then** the button returns to its normal state (not stuck in loading)
3. **Given** user is not authenticated, **When** they attempt to trigger sync, **Then** they receive "Not authenticated" error
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### User Story 3 - Prevent Multiple Simultaneous Syncs (Priority: P3)
Admin should not be able to trigger multiple syncs simultaneously for the same tenant to avoid duplicate processing.
**Why this priority**: Nice-to-have for UX polish. Prevents confusion but not critical for MVP since n8n workflows can handle duplicates.
**Independent Test**: Click sync button multiple times rapidly and verify only one request is sent, button stays disabled during processing.
**Acceptance Scenarios**:
1. **Given** a sync is in progress, **When** admin clicks the button again, **Then** the button remains disabled and no additional request is sent
2. **Given** a sync completes (success or error), **When** the toast dismisses, **Then** the button becomes clickable again
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### Edge Cases
- What happens when user's session has no tenant ID? (Show error: "No tenant ID found in session")
- What happens when N8N_SYNC_WEBHOOK_URL environment variable is not configured? (Show error: "Sync webhook not configured")
- What happens when n8n webhook returns non-200 status? (Log error, show user-friendly message)
- What happens if user navigates away while sync is in progress? (No issue - webhook call already sent, no cleanup needed)
## Requirements *(mandatory)*
### Functional Requirements
- **FR-001**: System MUST provide a "Sync Policies" button on the `/search` page visible to authenticated users
- **FR-002**: System MUST validate user authentication before allowing sync trigger
- **FR-003**: System MUST extract tenant ID from user session and include it in webhook payload
- **FR-004**: System MUST send POST request to n8n webhook with JSON body containing `{ tenantId, source: "manual_trigger", triggeredAt: ISO timestamp }`
- **FR-005**: System MUST show loading state (spinner + "Syncing..." text) while request is in progress
- **FR-006**: System MUST display success toast notification when sync is triggered successfully
- **FR-007**: System MUST display error toast notification when sync fails with user-friendly error message
- **FR-008**: System MUST disable button during sync operation to prevent duplicate requests
- **FR-009**: System MUST log sync errors to console for debugging
- **FR-010**: System MUST validate that N8N_SYNC_WEBHOOK_URL environment variable is configured before attempting request
### Key Entities *(include if feature involves data)*
- **Sync Request**: Represents a manual sync trigger event
- Attributes: tenantId (from session), source ("manual_trigger"), triggeredAt (ISO timestamp)
- Sent to n8n webhook, not persisted in database
- Used for audit trail in n8n workflow logs
## Success Criteria *(mandatory)*
### Measurable Outcomes
- **SC-001**: Admin can trigger policy sync with single button click from search page
- **SC-002**: Sync request reaches n8n webhook within 2 seconds of button click
- **SC-003**: Admin receives visual feedback (loading state + toast) within 1 second of clicking button
- **SC-004**: Error scenarios (network failure, missing config) show clear error messages to user
- **SC-005**: Button correctly handles rapid multiple clicks without sending duplicate requests
- **SC-006**: 100% of sync triggers include correct tenant ID from authenticated user's session
## Assumptions
- N8N_SYNC_WEBHOOK_URL will be configured in environment variables before feature deployment
- n8n workflow already exists and can handle manual sync requests (separate from scheduled sync)
- Webhook endpoint accepts POST requests with JSON body
- Tenant ID is always available in authenticated user's session (handled by existing auth logic)
- No database changes required - this is a client-side UI + server action feature
- Sync is asynchronous - user doesn't wait for actual Intune data fetch to complete
## Dependencies
- Existing authentication system (NextAuth with tenant ID in session)
- Existing server actions infrastructure (`lib/actions/policySettings.ts`)
- Existing UI components (Shadcn Button, Toast from sonner)
- n8n webhook endpoint must be deployed and accessible
- Environment variable validation system (`lib/env.mjs`)
## Out of Scope
- Showing sync progress or status (user only gets confirmation that sync was triggered)
- Displaying last sync timestamp on the page
- Limiting sync frequency (e.g., rate limiting to once per 5 minutes)
- Syncing specific policies (all policies for tenant are synced)
- Admin controls for other tenants (admin can only sync their own tenant)