ZartsAlgo

Provider health

Accounting Connector Provider Health Guide

Accounting Connector Provider Health Guide for monitoring ZartsAlgo public pages, admin runtime, client portal proof, provider syncs, traffic rollups, incident response, and large-volume growth operations.

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Monitoring contract

What this guide should protect.

Use this page before connecting uptime checks, page-speed budgets, Search Console syncs, QuickBooks data, Thumbtack or Angi imports, traffic rollups, admin alerts, or client portal proof cards.

Owner

One team owns the signal

Data ops owns cadence, threshold review, incident notes, and the client-safe summary rule.

Failure mode

Name what can go wrong

The main risk is letting raw high-volume tables grow without rollups, retention, and summarized read paths.

Data boundary

Separate raw logs from proof

Raw provider payloads, admin events, login attempts, and customer private data stay internal; only verified summaries can reach the portal.

Scale rule

Watch aggregates first

For large volume, query rollups, daily facts, and summarized states before raw events or provider payload tables.

Signals

Metrics and log events to wire first.

Each signal should be measurable, attributable to one owner, and safe to summarize without exposing raw credentials, payloads, or customer details.

Signal 1

Robots and noindex integrity

Define source, threshold, owner, silence window, evidence capture, rollback action, and portal-safe status before this signal becomes production monitoring.

Signal 2

Database probe result

Define source, threshold, owner, silence window, evidence capture, rollback action, and portal-safe status before this signal becomes production monitoring.

Signal 3

Prepared query error rate

Define source, threshold, owner, silence window, evidence capture, rollback action, and portal-safe status before this signal becomes production monitoring.

Signal 4

Client-safe proof publication state

Define source, threshold, owner, silence window, evidence capture, rollback action, and portal-safe status before this signal becomes production monitoring.

Signal 5

Disk storage growth

Define source, threshold, owner, silence window, evidence capture, rollback action, and portal-safe status before this signal becomes production monitoring.

Signal 6

PHP error log spike

Define source, threshold, owner, silence window, evidence capture, rollback action, and portal-safe status before this signal becomes production monitoring.

Signal 7

CSV import rejection rate

Define source, threshold, owner, silence window, evidence capture, rollback action, and portal-safe status before this signal becomes production monitoring.

Signal 8

Duplicate conversion event rate

Define source, threshold, owner, silence window, evidence capture, rollback action, and portal-safe status before this signal becomes production monitoring.

Signal 9

Provider credential expiration

Define source, threshold, owner, silence window, evidence capture, rollback action, and portal-safe status before this signal becomes production monitoring.

Signal 10

Email delivery failure

Define source, threshold, owner, silence window, evidence capture, rollback action, and portal-safe status before this signal becomes production monitoring.

Baseline checks

Minimum checks before this becomes live monitoring.

  • Confirm the target URL, owner, and expected status before adding an alert.
  • Use a short threshold that can trigger a human decision, not a vague warning.
  • Store raw event payloads separately from portal-safe report summaries.
  • Record last good timestamp, affected client, affected provider, and recovery action.
  • Keep alert routes separate for frontend, backend, data quality, security, and client success.
  • Run desktop and mobile smoke checks after any public, admin, or portal layout change.
  • Use traffic rollups and provider summaries before expensive raw-table queries.
  • Document what the client can safely see if a report or provider source is stale.
  • Pause publication of suspect proof until a clean sync, import, or recalculation completes.
  • Keep screenshots and logs free of tokens, credentials, and private customer details.

Topic checks

Specific checks for this topic.

  • Robots and noindex integrity
  • Database probe result
  • Prepared query error rate
  • Client-safe proof publication state
  • Disk storage growth
  • PHP error log spike
  • CSV import rejection rate
  • Duplicate conversion event rate
  • Provider credential expiration
  • Email delivery failure

Data model hooks

Where this signal can connect when MySQL is live.

The public page stays static. Runtime reads should happen inside admin or portal routes through prepared queries and summarized tables.

Data hook 1

portal_users

Use this table or runtime source as a summarized input. Keep raw records behind prepared queries and expose only client-safe fields.

Data hook 2

projects

Use this table or runtime source as a summarized input. Keep raw records behind prepared queries and expose only client-safe fields.

Data hook 3

leads

Use this table or runtime source as a summarized input. Keep raw records behind prepared queries and expose only client-safe fields.

Data hook 4

reports

Use this table or runtime source as a summarized input. Keep raw records behind prepared queries and expose only client-safe fields.

Data hook 5

report_periods

Use this table or runtime source as a summarized input. Keep raw records behind prepared queries and expose only client-safe fields.

Data hook 6

metric_snapshots

Use this table or runtime source as a summarized input. Keep raw records behind prepared queries and expose only client-safe fields.

Data hook 7

report_metrics

Use this table or runtime source as a summarized input. Keep raw records behind prepared queries and expose only client-safe fields.

Data hook 8

integration_accounts

Use this table or runtime source as a summarized input. Keep raw records behind prepared queries and expose only client-safe fields.

Runbook steps

How the team should respond when the signal changes.

Small, repeatable response steps keep alerts useful when volume grows past thousands of clients and millions of events.

Step 1

Operational checkpoint

Store raw event payloads separately from portal-safe report summaries.

Step 2

Operational checkpoint

Record last good timestamp, affected client, affected provider, and recovery action.

Step 3

Operational checkpoint

Keep alert routes separate for frontend, backend, data quality, security, and client success.

Step 4

Operational checkpoint

Run desktop and mobile smoke checks after any public, admin, or portal layout change.

Step 5

Operational checkpoint

Use traffic rollups and provider summaries before expensive raw-table queries.

Step 6

Operational checkpoint

Document what the client can safely see if a report or provider source is stale.

Step 7

Operational checkpoint

Pause publication of suspect proof until a clean sync, import, or recalculation completes.

Step 8

Operational checkpoint

Keep screenshots and logs free of tokens, credentials, and private customer details.

Integration hooks

Connect the guide to admin, portal, provider, and traffic operations.

These hooks turn a static guide into a runtime workflow once the database-backed admin and client portal are connected.

Hook 1

Admin audit trail

Connect this guide to the admin audit trail so the admin view can explain when the signal changed and who verified it.

Hook 2

Portal report period

Connect this guide to the portal report period so the admin view can explain when the signal changed and who verified it.

Hook 3

Provider sync run

Connect this guide to the provider sync run so the admin view can explain when the signal changed and who verified it.

Hook 4

Traffic daily rollup

Connect this guide to the traffic daily rollup so the admin view can explain when the signal changed and who verified it.

Hook 5

Import error summary

Connect this guide to the import error summary so the admin view can explain when the signal changed and who verified it.

Hook 6

Metric snapshot

Connect this guide to the metric snapshot so the admin view can explain when the signal changed and who verified it.

Hook 7

Incident record

Connect this guide to the incident record so the admin view can explain when the signal changed and who verified it.

Hook 8

Maintenance task

Connect this guide to the maintenance task so the admin view can explain when the signal changed and who verified it.

Hook 9

Backup manifest

Connect this guide to the backup manifest so the admin view can explain when the signal changed and who verified it.

Hook 10

Deployment smoke result

Connect this guide to the deployment smoke result so the admin view can explain when the signal changed and who verified it.