Add comprehensive NaviDocs feature catalogue
Complete product documentation: - Current v1.x features (single-tenant) - Roadmap v2.0 (enhancements) - Multi-tenant roadmap v1.1-1.4 - Extended verticals (property, marina, fleet) - Client presentation guide Ready for sales/marketing and stakeholder communication
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NAVIDOCS_FEATURE_CATALOGUE.md
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# NaviDocs Feature Catalogue
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Professional boat manual management platform with OCR, intelligent search, and a production-grade backend.
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---
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## 1. Product at a Glance
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- **Who it's for**
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- Single boat owners (today)
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- Yacht / fleet managers (near-term roadmap)
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- Marinas, property managers, other waterfront verticals (longer-term roadmap)
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- **Core value**
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- Turn messy PDFs and warranty docs into a **searchable, structured knowledge base**
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- Make it easy to **prove work**, recover **warranty value**, and **reduce operational friction**
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---
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## 2. Current Product Features (Single-Tenant v1.x)
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### 2.1 Document Ingestion & Management
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- **PDF Upload**
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- Drag-and-drop upload from browser
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- Validates file type (PDF-only) and size
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- Captures title and document type at upload
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- **Metadata Capture**
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- Fields for:
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- Title
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- Document type (owner manual, component manual, technical spec, etc.)
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- Organization ID
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- Optional entity / sub-entity / component linkage
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- **OCR Job Queueing**
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- Upload immediately queues **OCR processing** job
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- Job IDs returned so the UI can poll for progress
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- Job tracking API: status, progress %, error state
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- **Document Storage & Indexing**
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- PDFs stored in a predictable filesystem layout
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- Pages extracted and stored with:
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- Page number
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- Text content
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- Confidence scores
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- Linked to search index (Meilisearch) for full-text search
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---
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### 2.2 OCR & Content Extraction
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- **Smart OCR Processing**
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- Uses **Tesseract.js** for text extraction
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- Runs as a **background worker** (non-blocking for user)
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- Handles multi-page PDFs
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- Tracks progress per job (e.g. "page 10/120")
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- **Error Handling & Retry**
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- OCR worker reports:
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- Success / failure
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- Error messages
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- Failed jobs can be retried after configuration fixes
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- **Text + Layout Preservation**
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- Extracted text stored per page (for search + inline viewer)
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- Designed to support:
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- Highlighted search matches
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- Quick navigation between hits
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---
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### 2.3 Search & Discovery
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- **Search Engine**
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- Backed by **Meilisearch**
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- Typo-tolerant queries
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- Searches across all documents simultaneously
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- **Intelligent Search Experience**
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- Supports marine-specific terminology and synonyms
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- Designed for **<50ms** search latency
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- Search result cards show:
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- Document title
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- Snippet with highlighted match
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- Page number
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- Diagram / image badges
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- **Scoped Search Tokens**
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- Backend endpoint generates **Meilisearch tenant tokens**
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- Tokens are:
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- Time-limited
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- Scoped to organization(s)
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- Frontend can perform **secure client-side search** with those tokens
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- **Server-Side Search API**
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- REST endpoint for:
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- Full-text search queries
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- Pagination of results
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- Future filters (boat, document type, etc.)
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---
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### 2.4 Document Viewing & Navigation
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- **PDF Viewer**
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- Built on **PDF.js**
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- Multi-page viewer with:
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- Page navigation
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- Zoom controls
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- Text selection
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- **Page-Level Context**
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- Search results link directly to the relevant page
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- Designed to support:
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- "Open document at page X where the hit occurs"
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- Fast back-and-forth between results and pages
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- **Streaming / Download**
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- API endpoints for:
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- Streaming PDF content
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- Downloading original PDF
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---
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### 2.5 Images, Diagrams & Visuals
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- **Diagram Detection**
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- Background worker to extract images from PDFs
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- Stores images with:
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- Document ID
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- Page number
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- Basic metadata
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- **Search + UI Integration**
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- Search results display **thumbnail previews** for diagram-heavy pages
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- "Diagram" badges visually distinguish technical drawings and schematics
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- Full-size image viewer for extracted diagrams
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---
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### 2.6 Security, Tenancy & API Surface
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- **Tenant-Aware Data Model**
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- Database schema separates:
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- Organizations
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- Entities (boats / properties)
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- Sub-entities and components
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- Documents link to organization + entity for future multi-tenant support
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- **File Safety & Validation**
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- Server-side file validation service:
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- Ensures PDF extension
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- (Design includes optional qpdf / ClamAV hooks for hardened production)
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- **API Feature Set**
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- **Authentication (design/initial implementation)**
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- JWT-based login / registration (v1.0 scope)
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- Tenant tokens for search
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- **Document endpoints**
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- Upload PDF (`POST /api/upload`)
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- Get document metadata + pages (`GET /api/documents/:id`)
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- List documents (`GET /api/documents`)
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- Delete document (`DELETE /api/documents/:id`)
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- Stream PDF content
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- **Search endpoints**
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- Generate search token (`POST /api/search/token`)
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- Server-side search (`POST /api/search`)
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- Search health check
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- **Jobs endpoints**
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- Get job status (`GET /api/jobs/:id`)
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- List jobs (`GET /api/jobs`)
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- **General**
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- Health check endpoint for uptime monitoring
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---
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### 2.7 UX, UI & Offline Experience
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- **Modern Web UI**
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- Vue 3 + Tailwind-based interface
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- Meilisearch-style layout and visual language
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- Dark theme with pink→purple gradients for a polished feel
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- **Responsive Design**
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- Layout adapts to:
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- Desktop (full navigation + filters)
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- Tablet (pilothouse-friendly)
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- Mobile (time-on-dock usage)
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- **PWA / Offline-First**
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- Service worker + caching strategy
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- Designed for:
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- Poor / intermittent marina Wi-Fi
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- Boat use cases where connection drops
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- **Notifications & Feedback**
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- Toasts and status messages for:
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- Upload started / completed
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- OCR in progress / finished / failed
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- Clear state transitions in UI (loading, success, error)
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- **Accessibility & Polish**
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- Improved focus states and keyboard navigation
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- Badges, gradient borders, and subtle grid backgrounds
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- Clean typography for large manual pages
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---
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## 3. Single-Tenant Roadmap Features (v1.x → v2.0)
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These are designed and scoped in the single-tenant feature roadmap; some may already be partially implemented.
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### 3.1 Document Management Enhancements
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- Delete documents with confirmation flow
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- Edit metadata (inline or modal)
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- Bulk operations (multi-select, bulk delete)
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- Document versioning (track changes)
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- Download original PDF from viewer and search results
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### 3.2 Advanced Search & Discovery
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- Filters:
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- Filter by boat
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- Filter by document type
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- Filter by tag/category
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- Sort options:
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- Relevance
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- Date
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- Title
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- Search refinements:
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- "Search within current document" mode
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- Recent searches (per device)
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- Saved searches for frequent workflows
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- Export:
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- Export search results as CSV
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- Export as PDF report
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### 3.3 Dashboard & Analytics
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- Overview dashboard:
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- Total documents, pages, storage
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- Recent uploads and activity
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- Most frequent search terms
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- Document health:
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- OCR status overview
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- Missing or low-quality metadata
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- Indexing status (synced vs pending)
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- Usage insights:
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- Searches over time
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- Documents added over time
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### 3.4 Settings & Preferences
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- Organization settings:
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- Organization name
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- Default boat name
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- Branding hooks (logo, accent color)
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- User preferences:
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- Default view (grid/list)
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- Default sort order
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- Theme selection (light/dark/system)
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### 3.5 Reliability, Performance & Polish
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- Image lazy loading in viewers and search results
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- PDF page caching for faster re-navigation
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- Search result caching for repeated queries
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- Image compression for diagrams
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- Background job queue for OCR and image extraction
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- Enhanced logging / observability across backend and workers
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---
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## 4. Multi-Tenant & Fleet Management Roadmap (v1.1+)
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These features are designed for yacht management and larger fleets; they extend the core single-tenant product.
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### 4.1 Multi-Tenant Auth & Roles (v1.1)
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- Organization / tenant model:
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- Organizations manage multiple boats/entities
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- Users belong to one or more organizations
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- Role-based access control:
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- Roles: admin, manager, member, viewer (extendable)
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- Permissions at:
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- Organization level
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- Boat/entity level
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- Login & account lifecycle:
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- Registration, login, password reset flows
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- Account deactivation
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- Tenant-scoped search & access:
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- All document and search endpoints constrained by tenant
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- Audit logs for permission changes
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### 4.2 Time Tracking & Proof-of-Work (v1.1)
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- Mobile time clock:
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- GPS-verified clock in/out
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- Workers log hours from their phone
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- Photo required before clock-out
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- Manager approval workflow
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- Work logs:
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- Before/after photo pairs
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- Linked to specific boat + task
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- Timestamped and GPS-tagged
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- Boat-specific checklists:
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- Custom checklists per boat
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- Photo requirement per checklist item
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- Prevents "we forgot to do X" scenarios
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- Owner dashboard (trust & transparency):
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- Real-time stream of work logs
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- Photos, locations, timestamps
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- Clear link from invoices → actual work done
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### 4.3 Equipment & Warranty Intelligence (v1.2)
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- Equipment database:
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- Make, model, serial number per boat
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- Purchase date, warranty end date
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- Vendor contacts and past service history
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- Warranty upload + OCR:
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- Upload receipts and warranty docs
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- Auto-extract warranty dates and key fields
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- Highlight soon-expiring warranties
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- "Should we replace this?" helpers:
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- Quickly see whether gear is still under warranty
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- Show previous repairs and costs
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- Suggest "file warranty claim vs buy new"
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### 4.4 Operational Efficiency (v1.3)
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- Task assignment system:
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- Assign tasks to workers or captains
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- Include rich context (previous issues, part numbers, last service date)
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- Push notifications to mobile
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- Context-rich task cards:
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- Link tasks to:
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- Equipment history
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- Service logs
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- Related documents
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- Voice notes & waiting time tracking:
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- Workers can log voice notes on time entries
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- Explicit tracking of "waiting for access" vs "working"
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### 4.5 Compliance & Audit Trail (v1.4)
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- Tamper-resistant audit logs:
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- Append-only, time-stamped logs
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- Designed for legal defensibility and insurance audits
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- Safety equipment tracking:
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- Track service dates for life rafts, EPIRBs, fire systems, etc.
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- Alert before compliance deadlines
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- Compliance dashboards:
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- Status of safety equipment per boat
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- Exportable reports for insurers / authorities
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---
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## 5. Extended Verticals (Longer-Term)
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Beyond boats and marinas, the same engine can serve:
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- **Property management**
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- Shared equipment manuals (HVAC, pool, elevator)
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- Contractor coordination and proof-of-work
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- Shared document access for residents / HOAs
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- **Yacht clubs / marinas**
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- Member resources
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- Dock / facility documentation
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- Safety and compliance tracking
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- **Commercial fleets**
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- Charter operators
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- Workboats / service fleets
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- Centralized manual + warranty management at scale
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---
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## 6. How to Present This to Clients
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- Start with **their pain** (lost manuals, disputes, wasted time).
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- Map to **Core v1 features**:
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- "Upload once, searchable forever."
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- "Find any diagram or page in seconds."
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- "Works on the dock, even with bad signal."
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- Then show **Near-term upgrades**:
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- Single-tenant roadmap (better management, dashboard, preferences).
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- Finish with **Fleet & multi-tenant path**:
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- Time tracking + proof-of-work
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- Warranty savings
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- Compliance and audit comfort
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This keeps the story grounded in today's product, while making it clear there's a credible path to the larger platform they care about.
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