> ## Documentation Index
> Fetch the complete documentation index at: https://cona.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Redis caching summary

# Redis Caching Implementation - Quick Summary

## ✅ What Was Done

### 1. Identified Critical Server Actions

Analyzed the codebase and identified 9 server actions where Redis caching will have the most impact:

**🔴 CRITICAL PATH (100ms → 5ms):**

* `get-gl-dimensions.ts` - Called for EVERY document
* `get-posting-matrix.ts` - Called for rule processing
* `list-chart-of-accounts.ts` - Called frequently
* `search-chart-of-accounts.ts` - Called frequently

**🟡 HIGH FREQUENCY (20-50ms → 2-5ms):**

* `get-organisation-details.ts`
* `get-tool-settings.ts`
* `get-chart-of-account-by-id.ts`
* `get-chart-of-account-id-by-number.ts`
* `get-posting-matrix-grouped-by-trigger-event.ts`

### 2. Added Inline TODO Comments

Added detailed caching instructions directly in 15 files:

**Read Operations (9 files):**
Each file now has a comment block showing:

* Exact cache key format
* Recommended TTL (time-to-live)
* Priority level
* Example pseudo-code

**Write Operations (6 files):**
Each file now has cache invalidation instructions showing:

* Which cache keys to invalidate
* When to invalidate
* Example pseudo-code

### 3. Created Implementation Documentation

Created `redis-caching-implementation-plan.mdx` with:

* Complete implementation guide
* Cache invalidation map
* Setup instructions
* Testing strategy
* Cost breakdown (\$50/mo)
* Expected performance (27x improvement)

***

## 📂 Files Modified

### Server Actions with Caching Comments:

1. ✅ `apps/webapp/app/lib/actions/gl_dimensions/get-gl-dimensions.ts`
2. ✅ `apps/webapp/app/lib/actions/posting_matrix/get-posting-matrix.ts`
3. ✅ `apps/webapp/app/lib/actions/posting_matrix/get-posting-matrix-grouped-by-trigger-event.ts`
4. ✅ `apps/webapp/app/lib/actions/chart_of_accounts/list-chart-of-accounts.ts`
5. ✅ `apps/webapp/app/lib/actions/chart_of_accounts/search-chart-of-accounts.ts`
6. ✅ `apps/webapp/app/lib/actions/chart_of_accounts/get-chart-of-account-by-id.ts`
7. ✅ `apps/webapp/app/lib/actions/chart_of_accounts/get-chart-of-account-id-by-number.ts`
8. ✅ `apps/webapp/app/lib/actions/organization/get-organisation-details.ts`
9. ✅ `apps/webapp/app/lib/actions/tools/get-tool-settings.ts`

### Server Actions with Invalidation Comments:

1. ✅ `apps/webapp/app/lib/actions/posting_matrix/save-posting-matrix.ts`
2. ✅ `apps/webapp/app/lib/actions/posting_matrix/delete-posting-matrix.ts`
3. ✅ `apps/webapp/app/lib/actions/chart_of_accounts/create-chart-of-account.ts`
4. ✅ `apps/webapp/app/lib/actions/chart_of_accounts/update-chart-of-account.ts`
5. ✅ `apps/webapp/app/lib/actions/tools/update-tool-settings.ts`
6. ✅ `apps/webapp/app/lib/actions/organization/update-organisation-onboarding-complete.ts`

### Documentation Created:

1. ✅ `redis-caching-implementation-plan.mdx` (Comprehensive guide)
2. ✅ `redis-caching-summary.mdx` (This file)

***

## 🎯 Cache Key Patterns

### Posting Matrix & GL Dimensions

```
gl_dimensions:${organizationId}:${triggerEventId}:${includePostingMatrix}:${includeDeleted}
posting_matrix:${id}:${organizationId}
posting_matrices_grouped:${organizationId}
```

### Chart of Accounts

```
chart_of_accounts:list:${organizationId}:${onlyReconcileAccounts}
chart_of_accounts:search:${organizationId}
chart_of_accounts:id:${organizationId}:${id}
chart_of_accounts:number:${organizationId}:${accountNumber}
```

### Organization & Settings

```
organization:details:${organizationId}
tool_settings:${organizationId}:${toolSlug}
```

***

## 🔄 Cache Invalidation Map

### When Posting Matrix Changes:

**Invalidate:**

* `posting_matrix:${matrixId}:${organizationId}`
* `posting_matrices_grouped:${organizationId}`
* `gl_dimensions:${organizationId}:*` (all variants)

**Triggers:**

* Posting matrix save/update
* Posting matrix delete
* Posting matrix create

### When Chart of Accounts Changes:

**Invalidate:**

* `chart_of_accounts:*:${organizationId}:*` (all variants)
* `gl_dimensions:${organizationId}:*` (if chart is in posting rules)

**Triggers:**

* Chart account create
* Chart account update
* Chart account delete/archive

### When Organization Settings Change:

**Invalidate:**

* `organization:details:${organizationId}`

**Triggers:**

* Organization onboarding complete
* Organization settings update

### When Tool Settings Change:

**Invalidate:**

* `tool_settings:${organizationId}:${toolSlug}`

**Triggers:**

* Tool/integration settings update

***

## 🚀 Implementation Timeline

### Phase 1: Setup (1-2 hours)

* Set up Redis instance (Upstash recommended)
* Add Redis client utility
* Configure environment variables

### Phase 2: Critical Path Caching (4-6 hours)

* Implement caching in 4 critical server actions
* Test performance improvement

### Phase 3: Cache Invalidation (3-4 hours)

* Add invalidation to 6 mutation actions
* Test invalidation correctness

### Phase 4: Secondary Caching (2-3 hours)

* Implement remaining 5 server actions
* Add remaining invalidation logic

### Phase 5: Testing & Monitoring (2-3 hours)

* Load test to verify 27x improvement
* Set up monitoring and alerts
* Document for team

**Total Estimated Time:** 12-18 hours (2-3 days)

***

## 📋 Next Steps for Egor

1. **Read the detailed plan:** `redis-caching-implementation-plan.mdx`

2. **Follow the inline TODOs:** Each file has exact instructions at the point where code should be added

3. **Set up Redis:**
   * Choose provider (Upstash recommended)
   * Get connection details
   * Add to environment variables

4. **Implement by priority:**
   * Start with 🔴 CRITICAL PATH items
   * Then 🟡 HIGH FREQUENCY items
   * Test after each phase

5. **Verify performance:**
   * Measure before/after metrics
   * Confirm 27x improvement target
   * Monitor in staging before production

***

## 🔍 Finding the TODOs

Search for these patterns in the codebase:

```bash theme={null}
# Find all caching TODOs
grep -r "REDIS CACHING" apps/webapp/app/lib/actions/

# Find all invalidation TODOs
grep -r "REDIS CACHE INVALIDATION" apps/webapp/app/lib/actions/
```

Or search for:

* `🔴 REDIS CACHING` - Critical path (implement first)
* `🟡 REDIS CACHING` - High frequency (implement second)
* `🔴 REDIS CACHE INVALIDATION` - Critical invalidation
* `🟡 REDIS CACHE INVALIDATION` - Medium invalidation