A3 Platform Architecture Reference

Overview

A3 is a full-featured SaaS platform for insurance agent management built by Trusted American Insurance Agency. It provides CRM, enrollment management, commission tracking, compliance tools, and agent support.

Tech Stack

Layer	Technology
Frontend	Ember.js 6.9 (Octane) with TypeScript, Glimmer GTS components
Build	Vite + Embroider
Styling	Tailwind CSS 4 + Bootstrap 5
State	WarpDrive (next-gen Ember Data)
Database	Cloud Firestore (NoSQL)
Realtime DB	Firebase Realtime Database (status tracking)
File Storage	Google Cloud Storage
Auth	Firebase Authentication + ember-simple-auth
Backend	Google Cloud Functions (Node.js 22, TypeScript)
Search	Algolia
Payments	Stripe
Email	Mailgun
Documents	PandaDoc
CRM Sync	HubSpot, Salesforce
Error Tracking	Sentry
Customer Support	Intercom
State Machines	XState 5
Charts	Highcharts 12
Maps	Google Maps
Deployment	Netlify (frontend), GCP (backend)
IaC	Terraform

Directory Structure

A3/
├── app/                          # Ember.js frontend application
│   ├── abilities/     (101)      # ember-can permission definitions
│   ├── adapters/      (11)       # Data source adapters
│   ├── builders/      (2)        # API call builders
│   ├── components/    (436)      # Glimmer GTS components
│   ├── config/        (5)        # App configuration
│   ├── controllers/   (varies)   # Controllers (only for query params)
│   ├── handlers/      (2)        # Request handlers
│   ├── helpers/       (2)        # Template helpers
│   ├── models/        (136)      # Ember Data models
│   ├── modifiers/     (1)        # DOM modifiers
│   ├── routes/        (333)      # Route definitions
│   ├── serializers/   (16)       # Data serializers
│   ├── services/      (12)       # Application services
│   ├── session-stores/(1)        # Auth session storage
│   ├── styles/        (1)        # Tailwind CSS entry point
│   ├── templates/     (158)      # GTS route templates
│   ├── transforms/    (5)        # Attribute transforms
│   └── utils/         (19)       # Utility functions
├── functions/                    # Google Cloud Functions backend
│   ├── src/
│   │   ├── auth/                 # Auth triggers
│   │   ├── database/             # Realtime DB triggers
│   │   ├── firestore/            # Firestore document triggers
│   │   ├── https/                # HTTPS endpoints
│   │   ├── pubsub/               # Pub/Sub triggers
│   │   ├── storage/              # Cloud Storage triggers
│   │   ├── models/               # TypeScript interfaces
│   │   ├── types/                # Type definitions
│   │   └── utils/                # Shared utilities
│   └── lib/                      # Compiled output
├── tests/                        # Test suites (807 files)
│   ├── acceptance/               # User flow tests
│   ├── integration/              # Component tests
│   └── unit/                     # Logic tests
├── translations/                 # i18n files
├── types/                        # Global TypeScript types
├── algolia/                      # Algolia search config
├── terraform/                    # Infrastructure as Code
├── emulator-data/                # Firebase emulator snapshots
├── config/                       # Ember.js config
├── docs/                         # Documentation
└── public/                       # Static assets

Data Flow Architecture

Read Flow (Frontend → Firestore)

User visits route
  → Route.model() calls store.query() or store.findRecord()
    → WarpDrive Store dispatches to adapter
      → CloudFirestoreAdapter reads from Firestore
        → CloudFirestoreSerializer normalizes response
          → Store caches record
            → GTS template renders via @model
              → Glimmer component displays data

Write Flow (Frontend → Firestore → Triggers)

User submits form
  → Component @action or ember-concurrency task
    → model.save() via WarpDrive Store
      → CloudFirestoreAdapter writes to Firestore
        → Firestore document created/updated
          → Cloud Function trigger fires
            → Side effects: email, Algolia sync, audit trail, webhooks
              → Real-time listener updates frontend Store
                → Component re-renders with updated data

Third-Party Integration Flow

Frontend component → REST adapter (adapter/firebase.ts)
  → Cloud Function HTTPS endpoint
    → Third-party API (Stripe, Mailgun, PandaDoc, etc.)
      → Response → Firestore document update
        → Real-time listener → Frontend update

Domain Model Map

Core Entities

• Agency — Insurance agency (primary organizational unit)
• User — Platform user (agent, admin, super admin)
• Client — Contact/person being insured
• Carrier — Insurance carrier company

Business Entities

• Enrollment — Insurance enrollment record
• Contract — Agent-carrier contract
• Group — Group insurance plan
• Quote — Insurance quote
• Membership — Client membership

Financial

• Statement — Commission statement
• Transaction — Financial transaction

Communication

• Activity — Audit trail / activity log
• Message — Internal messaging
• Ticket — Support ticket
• Inquiry — Lead inquiry

Associations

• Affiliation — Agent-agency relationship
• License — Agent license record
• Event — Calendar/marketing event

Attachment Patterns

Most entities have associated:

• *-file — File attachments (stored in Cloud Storage)
• *-note — Text notes
• activity — Audit trail entries

Route Map

Public Routes

Route	Purpose
/login	User authentication
/register	New user registration
/reset	Password reset
/onboarding	Post-registration setup
/client/:id	Public client profile
/client-form/:id	Public client form
/order/:id	Order page
/session	Session management

Authenticated Routes (/a3/...)

Route	Purpose
/a3	Dashboard
/a3/clients	Client (contact) management
/a3/enrollments	Enrollment management
/a3/groups	Group management
/a3/agencies	Agency management
/a3/carriers	Carrier information
/a3/contracting	Contract management
/a3/statements	Commission statements
/a3/settings	User settings
/a3/tools	Quote tools
/a3/calendar	Calendar
/a3/leads	Lead management
/a3/notifications	Notifications
/a3/search	Global search
/a3/support	Support tickets
/a3/resources	Resources
/a3/knowledge-hub	Knowledge base
/a3/marketing-events	Marketing events
/a3/readiness-report	Readiness report
/a3/services	Services (websites)

Admin Routes (/admin/...)

Route	Purpose
/admin/accounting	Financial management
/admin/agencies	Agency administration
/admin/carriers	Carrier management
/admin/clients	Client administration
/admin/contracting	Contract admin
/admin/enrollments	Enrollment admin
/admin/enrollment-issues	Issue tracking
/admin/events	Event management
/admin/groups	Group admin
/admin/inquiries	Lead/inquiry management
/admin/marketing	Marketing tools
/admin/messages	Messaging
/admin/notifications	Notification management
/admin/products	Product management
/admin/reporting	Reports
/admin/search	Admin search
/admin/settings	System settings
/admin/tickets	Support ticket admin
/admin/users	User management

Service Map

Service	File	Purpose
store	app/services/store.ts	WarpDrive data store with custom aggregation methods
session	app/services/session.ts	Firebase Auth + MFA + ember-simple-auth
current-user	app/services/current-user.ts	Loaded user data and permissions
search	app/services/search.ts	Algolia search integration
pdf	app/services/pdf.ts	PDF generation/manipulation
csv	app/services/csv.ts	CSV export
xlsx	app/services/xlsx.ts	Excel export
analytics	app/services/analytics.ts	Event tracking
tour	app/services/tour.ts	Shepherd.js onboarding tour
recent-records	app/services/recent-records.ts	Recently viewed record tracking

Key Configuration Files

File	Purpose
app/config/environment.js	Firebase config, API endpoints, feature flags
firebase.json	Firebase project config, emulator settings
firestore.rules	Firestore security rules (~101KB)
firestore.indexes.json	Composite indexes (~235KB)
storage.rules	Cloud Storage security rules
database.rules.json	Realtime Database rules
ember-cli-build.js	Build config (Embroider, split routes)
vite.config.mjs	Vite build config (Tailwind, PWA)
app/router.ts	Route definitions
tsconfig.json	TypeScript configuration
netlify.toml	Netlify deployment config

Development Environment

• Frontend dev: ember serve or vite dev
• Backend dev: Firebase Emulator Suite (auth, firestore, functions, storage, pubsub)
• Emulator data: emulator-data/ contains snapshots for seeding
• Tests: ember test (runs in browser via testem)
• Linting: ESLint, Prettier, Stylelint, ember-template-lint

Further Investigation Links

When you need deeper knowledge about specific areas:

• Ember.js: https://guides.emberjs.com/release/
• Glimmer Components: https://guides.emberjs.com/release/components/
• WarpDrive/Ember Data: https://api.emberjs.com/ember-data/release
• Firestore: https://firebase.google.com/docs/firestore
• Cloud Functions: https://firebase.google.com/docs/functions
• Tailwind CSS: https://tailwindcss.com/docs
• ember-cloud-firestore-adapter: https://github.com/nickersk/ember-cloud-firestore-adapter
• ember-simple-auth: https://ember-simple-auth.com/
• ember-can: https://github.com/minutebase/ember-can
• ember-concurrency: https://ember-concurrency.com/
• XState: https://stately.ai/docs