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S2-H07A: MULTI-CALENDAR SYSTEM - COMPLETION SUMMARY
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AGENT IDENTITY: S2-H07A (Multi-Calendar System - CRITICAL)
STATUS: COMPLETE - Specification Ready for Implementation
DATE: 2025-11-13

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DELIVERABLES
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1. PRIMARY SPECIFICATION DOCUMENT
   File: /home/user/navidocs/intelligence/session-2/multi-calendar-spec.md
   Size: 55 KB (1,798 lines)
   Content:
   - Executive summary
   - Complete database schema (4 supporting tables)
   - 5 calendar type specifications
   - Data feed integrations (S2-H03, S2-H02, S2-H06, S2-H03A)
   - Unified dashboard UI wireframes (4 mockups)
   - Smart notification logic with conflict detection
   - Budget signoff workflow for Work Roadmap
   - Export functionality (iCal/Google Calendar)
   - Complete API endpoint documentation (40+ endpoints)
   - Testing strategy
   - Success metrics

2. IF.BUS INTEGRATION CONFIRMATION
   File: /home/user/navidocs/intelligence/session-2/if-bus-s2h07a-integration-confirm.json
   Size: 7.4 KB
   Content:
   - Integration confirmation with S2-H03, S2-H02, S2-H06, S2-H03A
   - Expected message formats from each agent
   - API endpoints mapped
   - Performance targets
   - Readiness status

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4 CALENDAR TYPES DESIGNED
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1. SERVICE CALENDAR (Blue #4A90E2)
   - Tracks maintenance appointments and service due dates
   - Data source: S2-H03 (maintenance log)
   - Triggers: Calendar-based OR engine hours-based calculations
   - Reminders: 60, 30, 14, 7 days before service due
   - Features: Service history, provider contact, engine hours tracking

2. WARRANTY CALENDAR (Orange #F5A623)
   - Tracks equipment warranty expirations
   - Data source: S2-H02 (inventory tracking)
   - Auto-generated alerts: 90, 60, 30 days before expiration
   - Features: Warranty renewal options, manufacturer contact, serial tracking

3. OWNER ONBOARD CALENDAR (Green #7ED321)
   - Tracks owner arrival/departure patterns
   - Data source: Manual entry by owner/captain
   - Multi-day events with crew availability
   - Features: Prep requirements, special needs, conflict detection with work

4. WORK ROADMAP CALENDAR (Purple #9013FE)
   - Plans major maintenance/upgrades with budget tracking
   - Data source: S2-H06 (expense tracking system)
   - Workflow: Proposed → Approved → Scheduled → In Progress → Completed
   - Features: Budget approval, actual cost tracking, variance reports, contractor mgmt

5. TAX/EXIT CALENDAR (Red #D0021B) - BONUS
   - Tracks tax compliance milestones
   - Data source: S2-H03A (tax exit requirements)
   - Features: Jurisdiction-specific rules, required actions

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DATABASE SCHEMA COMPONENTS
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Primary Table: calendar_events
  - 35+ columns supporting all 4 calendar types
  - Event types: service_due, warranty_expires, owner_onboard, work_planned, etc.
  - Status tracking: pending, confirmed, in_progress, completed, overdue
  - Budget fields: budget_amount, actual_cost, budget_status, approved_by, etc.
  - Conflict tracking: has_conflicts, conflicting_event_ids
  - Export sync: ical_uid, last_synced_to_google, last_synced_to_ical

Supporting Tables:
  - calendar_notification_rules (notification timing & channels)
  - calendar_conflict_detection (identified conflicts & resolutions)
  - calendar_exports (sync status with external calendars)

Indexing: 12 optimized indexes for performance
Foreign Keys: 5 relationships (boats, users, contacts, inventory)

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KEY FEATURES
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1. UNIFIED DASHBOARD
   - All 4 calendars in one color-coded view
   - Month/Week/Day/List views
   - Mobile-first responsive design
   - Real-time conflict indicators

2. SMART NOTIFICATIONS
   - Context-aware alerts (e.g., "Service due + Owner arriving in 3 days")
   - Multi-channel: Email, SMS, Push, In-app
   - Customizable rules per calendar type
   - Escalating urgency as event approaches

3. CONFLICT DETECTION (Automatic)
   - Date overlap detection (events scheduled simultaneously)
   - Resource conflicts (same contractor booked twice)
   - Owner availability (can't approve work while away)
   - Work blocking (dependent tasks out of order)
   - Budget excess (total maintenance over annual budget)
   - Severity levels: critical, high, medium, low
   - Suggested resolutions provided automatically

4. BUDGET WORKFLOW
   - 7-day approval deadline for work proposals
   - Owner approval (full, partial, or reject)
   - Actual cost tracking from S2-H06 invoices
   - Budget variance alerts (110% threshold)
   - Historical variance reports

5. EXPORT & SYNC
   - iCal format export (compatible with Outlook, Apple Calendar)
   - Google Calendar sync (daily, bidirectional)
   - Event metadata exported (budget, status, contractor)
   - Reminders synchronized with external calendars

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API ENDPOINTS (40+)
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Event Management:
  POST   /api/calendar/events
  GET    /api/calendar/events?boat_id=X&event_type=Y&start_date=Z
  GET    /api/calendar/events/:event_id
  PATCH  /api/calendar/events/:event_id
  DELETE /api/calendar/events/:event_id

Work Roadmap & Budget:
  POST   /api/calendar/work-roadmap/propose
  POST   /api/calendar/work-roadmap/:event_id/approve
  PATCH  /api/calendar/work-roadmap/:event_id/status
  POST   /api/calendar/work-roadmap/:event_id/complete

Notifications:
  GET    /api/calendar/notifications/rules?boat_id=X&event_type=Y
  POST   /api/calendar/notifications/rules
  PATCH  /api/calendar/notifications/rules/:rule_id

Conflicts:
  GET    /api/calendar/conflicts?boat_id=X&severity=high,critical
  POST   /api/calendar/conflicts/:conflict_id/resolve

Export:
  GET    /api/calendar/export/ical?boat_id=X
  POST   /api/calendar/export/google-calendar/sync

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DATA FEED INTEGRATIONS
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S2-H03 (Maintenance Log System)
  ↓ IF.bus: maintenance_log_created
  → Creates calendar_events: service_due, service_completed
  → Triggers reminders at 60, 30, 14, 7 days
  → Reads: service_type, next_due_date, engine_hours, provider

S2-H02 (Inventory Tracking)
  ↓ IF.bus: inventory_warranty_expiring
  → Creates calendar_events: warranty_expires, warranty_alert
  → Triggers reminders at 90, 60, 30 days
  → Reads: warranty_expiration_date, item_name, manufacturer

S2-H06 (Expense Tracking)
  ↓ IF.bus: work_expense_recorded
  → Updates calendar_events: actual_cost, cumulative expenses
  → Triggers budget variance alerts (110% threshold)
  → Reads: invoice_amount, cumulative_actual_cost, budget

S2-H03A (Tax Exit Requirements)
  ↓ IF.bus: tax_exit_required
  → Creates calendar_events: tax_exit_required
  → Triggers reminders at 90, 60, 30, 14, 7 days
  → Reads: due_date, jurisdiction, required_actions

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IMPLEMENTATION ROADMAP
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Phase 1: MVP (Weeks 1-2)
  - Database schema creation
  - Service Calendar integration (S2-H03)
  - Warranty Calendar integration (S2-H02)
  - Owner Onboard manual entry
  - Basic calendar view (month/week/day)
  - Notification rules engine

Phase 2: Work Roadmap (Weeks 3-4)
  - Work Roadmap calendar
  - Budget approval workflow
  - S2-H06 expense integration
  - Budget variance alerts

Phase 3: Advanced Features (Weeks 5-6)
  - Conflict detection algorithm
  - iCal export
  - Google Calendar sync
  - Mobile responsive design

Phase 4: Optimization (Week 7)
  - Performance tuning
  - Push notification system
  - User acceptance testing

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SUCCESS METRICS
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Service Reminders Delivery: 95% target
Budget Approval Time: < 5 days
Conflict Detection Accuracy: > 99%
Mobile Load Time: < 2 seconds
Notification Opt-in Rate: > 80%
Work Completion On Budget: > 85%
Calendar Export Success Rate: 99.9%

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FILE LOCATIONS
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Specification Document:
  /home/user/navidocs/intelligence/session-2/multi-calendar-spec.md

IF.bus Integration Confirmation:
  /home/user/navidocs/intelligence/session-2/if-bus-s2h07a-integration-confirm.json

Related Systems (Previously Delivered):
  - S2-H03: /home/user/navidocs/intelligence/session-2/maintenance-log-spec.md
  - S2-H02: /home/user/navidocs/intelligence/session-2/inventory-tracking-spec.md
  - S2-H05: /home/user/navidocs/intelligence/session-2/contact-management-spec.md
  - S2-H08: /home/user/navidocs/intelligence/session-2/document-versioning-spec.md

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INTEGRATION READINESS
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IF.bus Confirmations Sent To:
  ✓ S2-H03 (Maintenance Log System)
  ✓ S2-H02 (Inventory Tracking System)
  ✓ S2-H03A (Tax Exit Calendar)
  ✓ S2-H06 (Expense Tracking System)

Expected Message Types:
  - maintenance_log_created → service_due calendar events
  - inventory_warranty_expiring → warranty_expires calendar events
  - work_expense_recorded → actual_cost updates
  - tax_exit_required → tax exit calendar events

System Status:
  - Specification: COMPLETE
  - Database Design: COMPLETE
  - API Design: COMPLETE
  - UI Wireframes: COMPLETE
  - Implementation: PENDING

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NOTES FOR DEVELOPMENT TEAM
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1. Color Coding System
   - Service (Blue): #4A90E2
   - Warranty (Orange): #F5A623
   - Owner Onboard (Green): #7ED321
   - Work Roadmap (Purple): #9013FE
   - Tax/Exit (Red): #D0021B
   - Completed (Gray): #9B9B9B

2. Critical Performance Requirements
   - Calendar load: < 2 seconds for 1000+ events
   - Conflict detection: daily run at midnight UTC
   - Notification delivery: 95%+ success rate
   - API response: < 500ms

3. Budget Approval Workflow
   - 7-day default approval deadline
   - Can be overridden per boat
   - Owner receives email + optional SMS
   - Auto-escalation: 3 days, 1 day before deadline

4. Conflict Resolution Strategy
   - Automatic detection (daily)
   - Suggest resolutions (reschedule, adjust budget, etc.)
   - Notify affected parties
   - Track resolution status

5. Testing Focus Areas
   - Engine hours calculation (for service due dates)
   - Warranty expiration boundary conditions
   - Budget variance calculation (actual vs. budget)
   - Conflict detection algorithm accuracy
   - Multi-day event handling

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S2-H07A COMPLETION REPORT
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Agent: S2-H07A (Multi-Calendar System - CRITICAL)
Assignment Status: COMPLETE

Deliverables Submitted:
  1. multi-calendar-spec.md (1,798 lines, 55 KB)
     - Complete system specification
     - Database schema design
     - 4 calendar types fully specified
     - Data integrations documented
     - UI wireframes included
     - API endpoints documented
     - Testing strategy outlined

  2. if-bus-s2h07a-integration-confirm.json (7.4 KB)
     - Integration confirmation with S2-H03, S2-H02, S2-H06, S2-H03A
     - Expected message formats
     - API mappings
     - Readiness status

System Ready For:
  - Development implementation
  - Database schema creation
  - API endpoint development
  - Frontend dashboard development
  - Integration with existing systems

Next Steps For Implementation Team:
  1. Create database schema from specification
  2. Implement API endpoints
  3. Develop notification engine
  4. Implement conflict detection algorithm
  5. Create calendar UI components
  6. Integrate with S2-H03, S2-H02, S2-H06, S2-H03A
  7. Test and validate
  8. Deploy and monitor

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