diff --git a/CLOUD_SESSION_1_MARKET_RESEARCH.md b/CLOUD_SESSION_1_MARKET_RESEARCH.md new file mode 100644 index 0000000..d275394 --- /dev/null +++ b/CLOUD_SESSION_1_MARKET_RESEARCH.md @@ -0,0 +1,291 @@ +# Cloud Session 1: Yacht Sales Market Intelligence +## NaviDocs × Riviera Plaisance Opportunity Analysis + +**Session Type:** Market Research Coordinator +**Lead Agent:** Sonnet (strategic intelligence) +**Swarm Size:** 10 Haiku agents +**Token Budget:** $15 (7.5K Sonnet + 50K Haiku) +**Output:** Market analysis + competitive landscape + +--- + +## Mission Statement + +Gather comprehensive yacht sales market intelligence to support Riviera Plaisance sales pitch, focusing on Mediterranean yacht brokerage market and documentation pain points that NaviDocs solves. + +--- + +## Context (Read First) + +**NaviDocs:** Marine documentation management platform with OCR, warranty tracking, and multi-jurisdiction document assembly. + +**Meeting:** Riviera Plaisance yacht sales agent (Sylvain) - pitch to include NaviDocs with every boat sale + +**Current NaviDocs Status:** +- 65% complete MVP +- Production-ready architecture (13 tables, 40+ APIs) +- OCR pipeline functional (Tesseract + Google Vision) +- Multi-tenant ready +- Gaps: MLS integration, sale workflow, expiration tracking + +**Key Documents Found (Local Research):** +1. Warranty tracking prevents €8K-€33K losses per yacht +2. €400K-€800K total active warranty value per yacht +3. 9-jurisdiction documentation nightmare (flag changes) +4. Charter operations need crew tracking, safety checklists + +--- + +## Your Tasks (Spawn 10 Haiku Agents in Parallel) + +### Agent 1: Riviera Yacht Brokerage Market Size +**Research:** +- Mediterranean yacht sales market size (2024-2025) +- Number of yacht brokerages in French Riviera +- Average yachts sold per brokerage per year +- Average yacht prices (€300K-€5M range focus) + +**Deliverable:** Market sizing report with citations + +### Agent 2: Competitor Analysis +**Research:** +- Existing yacht documentation software (BoatVault, DeckDocs, etc.) +- Pricing models ($50-$500/month range) +- Feature gaps vs NaviDocs +- Customer reviews and pain points + +**Deliverable:** Competitive matrix with 5-10 competitors + +### Agent 3: Broker Pain Points +**Research:** +- What documentation challenges do yacht brokers face? +- Time spent on pre-sale documentation prep +- Common deal delays due to missing paperwork +- Value of "turnkey documentation" to buyers + +**Deliverable:** Pain point analysis with time/cost impacts + +### Agent 4: Warranty Tracking Value Proposition +**Research:** +- Average warranty claims per yacht per year +- Cost of missed warranty claims +- Broker liability for undisclosed warranty issues +- Value of warranty transfer during sale + +**Deliverable:** ROI calculator inputs (warranty savings) + +### Agent 5: Regulatory Requirements +**Research:** +- French maritime documentation requirements +- Flag registration paperwork (French, Italian, Spanish flags) +- Survey requirements for yacht sales +- Insurance documentation needs + +**Deliverable:** Regulatory checklist by jurisdiction + +### Agent 6: Charter Fleet Documentation +**Research:** +- Charter company documentation requirements +- Coast Guard compliance needs +- Crew certification tracking +- Pre-departure safety checklist regulations + +**Deliverable:** Charter fleet feature requirements + +### Agent 7: Pricing Strategy Research +**Research:** +- SaaS pricing for marine software (€50-€500/month) +- Per-boat vs per-brokerage pricing models +- One-time setup fees vs recurring revenue +- Freemium vs paid-only strategies + +**Deliverable:** Pricing model recommendations + +### Agent 8: Integration Opportunities +**Research:** +- Yacht listing platforms (YachtWorld, Boat Trader) +- Broker CRM systems (Salesforce, HubSpot marine) +- MLS systems for yacht sales +- Payment processing for documentation services + +**Deliverable:** Integration partnership targets + +### Agent 9: Sales Objection Research +**Research:** +- Why brokers resist new software adoption +- Common objections to SaaS tools +- What drives yacht broker technology decisions +- Success stories from marine tech adoption + +**Deliverable:** Objection handling playbook + +### Agent 10: Evidence Synthesis +**Research:** +- Compile all findings from Agents 1-9 +- Cross-reference data for consistency +- Identify gaps requiring additional research +- Flag unverified claims needing validation + +**Deliverable:** Master evidence database with citations + +--- + +## IF.optimise Protocol + +**Token Efficiency Targets:** +- Use Haiku for all web research and data extraction +- Use Sonnet only for final synthesis and strategic analysis +- Target: 70% Haiku delegation (10% better than 14-day sprint) + +**Cost Tracking:** +- Report token consumption per agent +- Alert if exceeding $15 budget +- Switch to Haiku-only mode if approaching limit + +--- + +## Output Format + +### Deliverable 1: Market Analysis Report +**File:** `session-1-market-analysis.md` + +**Structure:** +```markdown +# Yacht Sales Market Intelligence Report +## Mediterranean Focus - Riviera Plaisance Opportunity + +### Executive Summary +- Market size: [€X billion, Y thousand yachts sold annually] +- Riviera broker market: [Z brokerages, avg A boats/year] +- Opportunity: [€B revenue potential for NaviDocs] + +### Market Sizing +[Agent 1 findings with citations] + +### Competitive Landscape +[Agent 2 competitive matrix] + +### Broker Pain Points +[Agent 3 pain point analysis] + +### Value Proposition +[Agent 4 ROI calculator data] + +### Regulatory Requirements +[Agent 5 compliance checklist] + +### Charter Fleet Market +[Agent 6 charter feature needs] + +### Pricing Strategy +[Agent 7 pricing recommendations] + +### Integration Partnerships +[Agent 8 integration targets] + +### Sales Enablement +[Agent 9 objection handling] + +### Evidence Quality +[Agent 10 verification status] +- Total claims: X +- Verified claims: Y (Z%) +- Citations: [if://citation/uuid list] +``` + +### Deliverable 2: Citations Database +**File:** `session-1-citations.json` + +**Format:** +```json +{ + "session_id": "if://conversation/navidocs-session-1-2025-11-13", + "citations": [ + { + "citation_id": "if://citation/market-size-mediterranean-yachts", + "claim": "Mediterranean yacht sales market is €2.3B annually", + "sources": [ + { + "type": "web", + "url": "https://example.com/yacht-market-report-2024", + "accessed": "2025-11-13T10:00:00Z", + "hash": "sha256:..." + } + ], + "status": "verified", + "created_by": "if://agent/session-1/haiku-1" + } + ] +} +``` + +### Deliverable 3: Session Handoff +**File:** `session-1-handoff.md` + +**Structure:** +```markdown +# Session 1 Handoff to Session 2 + +## Mission Accomplished +- [x] Market analysis complete +- [x] Competitive landscape mapped +- [x] Pain points identified +- [x] Evidence database compiled + +## Key Findings for Session 2 +1. Market opportunity: €X million +2. Top 3 competitor gaps: [list] +3. Critical broker pain: [time spent on documentation] +4. Regulatory requirements: [jurisdictions covered] + +## Blockers for Next Session +- [ ] Need technical specs for MLS integration (Agent 8 flagged) +- [ ] Pricing model requires cost analysis (Agent 7 flagged) + +## Token Consumption +- Total: 52,450 tokens ($0.86) +- Sonnet: 7,200 tokens +- Haiku: 45,250 tokens +- Efficiency: 71% Haiku delegation ✅ + +## Evidence Quality +- Total claims: 47 +- Verified: 42 (89%) +- Unverified: 5 (flagged for Session 5 Guardian review) + +## Next Session Input +Read: session-1-market-analysis.md, session-1-citations.json +Focus: Technical integration architecture for broker CRM, MLS, Home Assistant +``` + +--- + +## IF.TTT Compliance Checklist + +- [ ] All claims have ≥2 source citations +- [ ] File hashes (SHA-256) for all web sources +- [ ] Agent token consumption logged +- [ ] Unverified claims flagged +- [ ] Session handoff document created +- [ ] GitHub commit with citation references + +--- + +## Success Criteria + +**Minimum Viable Output:** +- Market size quantified (€X billion, Y thousand yachts) +- Top 5 competitors identified with pricing +- 3-5 critical broker pain points documented +- ROI calculator inputs compiled +- Evidence quality >85% verified + +**Stretch Goals:** +- Integration partnership targets identified +- Sales objection handling playbook complete +- Charter fleet market analysis included + +--- + +**Start Command:** Deploy this prompt to Claude Code Cloud with GitHub repo access +**End Condition:** All deliverables committed to `dannystocker/navidocs` repo under `intelligence/session-1/` diff --git a/CLOUD_SESSION_2_TECHNICAL_INTEGRATION.md b/CLOUD_SESSION_2_TECHNICAL_INTEGRATION.md new file mode 100644 index 0000000..d964aff --- /dev/null +++ b/CLOUD_SESSION_2_TECHNICAL_INTEGRATION.md @@ -0,0 +1,383 @@ +# Cloud Session 2: Technical Integration Architecture +## NaviDocs Yacht Sales Enhancement Roadmap + +**Session Type:** Technical Integration Specialist +**Lead Agent:** Sonnet (architecture + development) +**Swarm Size:** 10 Haiku agents +**Token Budget:** $20 (10K Sonnet + 60K Haiku) +**Output:** Feature specs + integration architecture + sprint plan + +--- + +## Mission Statement + +Design comprehensive technical architecture for NaviDocs yacht sales features, leveraging InfraFabric's IF.bus and multi-agent patterns. Create 4-week implementation roadmap with acceptance criteria. + +--- + +## Context (Read First) + +**Prerequisites:** +1. Read `intelligence/session-1/session-1-market-analysis.md` +2. Read `intelligence/session-1/session-1-handoff.md` +3. Read `/home/setup/navidocs/ARCHITECTURE_INTEGRATION_ANALYSIS.md` (if accessible) + +**Current NaviDocs Tech Stack:** +- Frontend: Vue 3 + Vite +- Backend: Express.js + SQLite +- Background: BullMQ + Redis +- Search: Meilisearch +- OCR: Tesseract + Google Vision +- Auth: JWT + bcrypt + +**Integration Gaps (from Session 1):** +- No MLS/listing platform integration +- No sale workflow automation +- No expiration tracking (surveys, warranties) +- Limited notifications (only password reset) +- No collaboration features (e-signatures) + +--- + +## Your Tasks (Spawn 10 Haiku Agents in Parallel) + +### Agent 1: NaviDocs Codebase Analysis +**Read Files:** +- `server/db/schema.sql` - Database structure +- `server/routes/*.js` - API endpoints +- `server/services/*.js` - Business logic +- `server/workers/*.js` - Background jobs + +**Deliverable:** Architecture map with integration points + +### Agent 2: Warranty Tracking System Design +**Design:** +- Database schema for warranties (expiration, claims, transfers) +- Expiration alert system (90, 30, 14 days) +- Auto claim package generator workflow +- Jurisdiction-aware document assembly + +**Deliverable:** Warranty feature spec with DB migrations + +### Agent 3: Sale Workflow Automation +**Design:** +- "As-built" document package generator +- Pre-sale documentation checklist +- Buyer handoff workflow (document transfer) +- Broker collaboration tools (comments, approvals) + +**Deliverable:** Sale workflow spec with API endpoints + +### Agent 4: Home Assistant Integration +**Research + Design:** +- Home Assistant webhook API +- MQTT integration for onboard sensors +- Camera system integration (security monitoring) +- Automation triggers (document expiration → alert) + +**Deliverable:** Home Assistant integration architecture + +### Agent 5: Offline Mode Enhancement +**Design:** +- Service worker caching strategy +- Critical manual pre-caching (engine, safety) +- Offline sync queue (upload when online) +- Conflict resolution (offline edits) + +**Deliverable:** Offline-first PWA spec + +### Agent 6: MLS/Listing Platform Integration +**Research + Design:** +- YachtWorld, Boat Trader APIs +- Broker CRM sync (Salesforce, HubSpot) +- Automated listing updates (documentation status) +- Document sharing with prospective buyers + +**Deliverable:** MLS integration spec with API contracts + +### Agent 7: Security & Compliance +**Audit:** +- Current security issues (5 vulnerabilities from handover doc) +- DELETE endpoint protection needed +- Auth enforcement gaps +- GDPR/data protection requirements (EU yachts) + +**Deliverable:** Security remediation plan + +### Agent 8: Notification System Design +**Design:** +- Email notification service +- SMS alerts (warranty expiration, document missing) +- In-app notification center +- Push notifications (PWA) + +**Deliverable:** Notification architecture with templates + +### Agent 9: Database Migration Plan +**Create:** +- Migration scripts for warranty tracking +- Charter mode fields (flag, crew, safety) +- Expiration tracking tables +- Collaboration features schema + +**Deliverable:** SQL migrations + rollback scripts + +### Agent 10: Sprint Planning +**Compile:** +- Week 1-4 task breakdown +- Dependencies mapped (e.g., DB migrations before API work) +- Acceptance criteria per feature +- Testing strategy (unit, integration, E2E) + +**Deliverable:** 4-week sprint plan with Gantt chart + +--- + +## IF.bus Integration Pattern + +### Event Bus Design +```javascript +// server/services/event-bus.js +class EventBus { + async publish(topic, event) { + // Publish to Redis pub/sub + // Trigger webhooks (Home Assistant) + // Queue background jobs + // Log to audit trail + } + + async subscribe(topic, handler) { + // Subscribe to Redis channel + // Handle incoming events + } +} + +// Topics for NaviDocs +const TOPICS = { + WARRANTY_EXPIRING: 'warranty.expiring', + DOCUMENT_UPLOADED: 'document.uploaded', + SALE_INITIATED: 'sale.initiated', + BOAT_TRANSFERRED: 'boat.transferred' +}; +``` + +### Webhook Framework +```javascript +// server/services/webhook.service.js +class WebhookService { + async sendWebhook(url, event) { + // POST event to external system + // Retry on failure (exponential backoff) + // Log delivery status + } + + async registerWebhook(organizationId, url, topics) { + // Store webhook subscription + // Validate URL reachability + } +} +``` + +--- + +## Output Format + +### Deliverable 1: Technical Architecture Document +**File:** `session-2-architecture.md` + +**Structure:** +```markdown +# NaviDocs Yacht Sales Technical Architecture + +## System Overview +[High-level architecture diagram] + +## Database Schema Changes +[Agent 9: Migration scripts] + +## API Endpoints (New) +### Warranty Tracking +- POST /api/warranties +- GET /api/warranties/:id +- PUT /api/warranties/:id +- DELETE /api/warranties/:id +- GET /api/warranties/expiring + +### Sale Workflow +- POST /api/sales +- GET /api/sales/:id/documents +- POST /api/sales/:id/transfer + +### Webhooks +- POST /api/webhooks/register +- GET /api/webhooks +- DELETE /api/webhooks/:id + +## Integration Architecture +### Home Assistant +[Agent 4: Webhook + MQTT design] + +### MLS Platforms +[Agent 6: API contracts] + +### Notification System +[Agent 8: Email/SMS/Push architecture] + +## Security Remediation +[Agent 7: Security fixes] + +## Offline Mode +[Agent 5: PWA caching strategy] + +## 4-Week Sprint Plan +[Agent 10: Gantt chart + tasks] +``` + +### Deliverable 2: Implementation Tasks +**File:** `session-2-sprint-plan.md` + +**Structure:** +```markdown +# 4-Week Implementation Sprint + +## Week 1: Foundation (Nov 13-19) +### Day 1-2: Database Migrations +- [ ] Create warranty_tracking table +- [ ] Create sale_workflows table +- [ ] Create webhooks table +- [ ] Create notification_templates table + +### Day 3-4: Event Bus +- [ ] Implement IF.bus service +- [ ] Create webhook delivery system +- [ ] Add Redis pub/sub + +### Day 5: Security Fixes +- [ ] Protect DELETE endpoints +- [ ] Enforce auth on all routes +- [ ] Fix stats endpoint (tenant isolation) + +## Week 2: Core Integrations (Nov 20-26) +### Day 1-2: Warranty Tracking +- [ ] Warranty CRUD APIs +- [ ] Expiration alert background job +- [ ] Claim package generator + +### Day 3-5: Home Assistant +- [ ] Webhook receiver endpoint +- [ ] MQTT broker integration +- [ ] Camera system connector + +## Week 3: Automation (Nov 27 - Dec 3) +### Day 1-2: Sale Workflow +- [ ] As-built package generator +- [ ] Document transfer API +- [ ] Buyer handoff workflow + +### Day 3-4: Notifications +- [ ] Email service implementation +- [ ] SMS gateway integration +- [ ] In-app notification center + +### Day 5: Offline Mode +- [ ] Service worker caching +- [ ] Offline sync queue + +## Week 4: Polish & Deploy (Dec 4-10) +### Day 1-2: MLS Integration +- [ ] YachtWorld API connector +- [ ] Boat Trader sync + +### Day 3: Testing +- [ ] E2E test suite +- [ ] Security audit +- [ ] Performance testing + +### Day 4-5: Deployment +- [ ] Sales demo environment +- [ ] Production deployment +- [ ] Riviera Plaisance pilot +``` + +### Deliverable 3: Code Templates +**File:** `session-2-code-templates/` + +**Files:** +- `warranty.model.js` - Warranty database model +- `warranty.routes.js` - API endpoints +- `warranty.service.js` - Business logic +- `webhook.service.js` - Webhook delivery +- `event-bus.service.js` - IF.bus implementation +- `notification.service.js` - Alert system + +### Deliverable 4: Session Handoff +**File:** `session-2-handoff.md` + +**Structure:** +```markdown +# Session 2 Handoff to Session 3 + +## Mission Accomplished +- [x] Architecture designed +- [x] Sprint plan created +- [x] Code templates generated +- [x] Security audit complete + +## Key Findings for Session 3 (UX/Sales) +1. Warranty tracking saves €8K-€33K per yacht (ROI calculator input) +2. Home Assistant integration enables remote monitoring +3. 4-week implementation timeline (Week 1: Foundation, Week 4: Deploy) +4. Security fixes required before demo (DELETE endpoint, auth) + +## Blockers for Next Session +- [ ] Need UI/UX mockups for warranty dashboard (Session 3) +- [ ] Sales pitch requires demo script (Session 3) + +## Token Consumption +- Total: 62,800 tokens ($1.42) +- Sonnet: 9,500 tokens +- Haiku: 53,300 tokens +- Efficiency: 68% Haiku delegation ✅ + +## Evidence Quality +- Code templates: 6 files created +- API endpoints: 15 new routes documented +- Migrations: 4 SQL scripts ready +- All architecture verified against NaviDocs codebase + +## Next Session Input +Read: session-2-architecture.md, session-2-sprint-plan.md +Focus: Sales pitch, demo script, ROI calculator, objection handling +``` + +--- + +## IF.TTT Compliance Checklist + +- [ ] All code templates include file:line references +- [ ] API specs link to NaviDocs existing endpoints +- [ ] Database migrations tested (rollback verified) +- [ ] Security audit cites OWASP Top 10 +- [ ] Sprint plan has acceptance criteria per task +- [ ] Evidence artifacts stored in `/intelligence/session-2/` + +--- + +## Success Criteria + +**Minimum Viable Output:** +- Database migrations for warranty tracking +- 4-week sprint plan with dependencies +- Home Assistant integration architecture +- Security remediation plan (5 vulnerabilities) +- Code templates for warranty + webhook systems + +**Stretch Goals:** +- MLS integration specs (YachtWorld, Boat Trader) +- Offline mode PWA architecture +- Notification system design (email/SMS/push) + +--- + +**Start Command:** Deploy to Claude Code Cloud after Session 1 complete +**End Condition:** All deliverables committed to `dannystocker/navidocs` repo under `intelligence/session-2/` diff --git a/CLOUD_SESSION_3_UX_SALES_ENABLEMENT.md b/CLOUD_SESSION_3_UX_SALES_ENABLEMENT.md new file mode 100644 index 0000000..52aca4b --- /dev/null +++ b/CLOUD_SESSION_3_UX_SALES_ENABLEMENT.md @@ -0,0 +1,416 @@ +# Cloud Session 3: UX/Sales Enablement +## NaviDocs Riviera Plaisance Pitch Materials + +**Session Type:** UX Designer + Sales Strategist +**Lead Agent:** Sonnet (design + persuasion) +**Swarm Size:** 10 Haiku agents +**Token Budget:** $15 (7.5K Sonnet + 50K Haiku) +**Output:** Pitch deck + demo script + ROI calculator + +--- + +## Mission Statement + +Create compelling sales enablement materials for Riviera Plaisance meeting, translating technical architecture into business value with visual demonstrations and ROI justification. + +--- + +## Context (Read First) + +**Prerequisites:** +1. Read `intelligence/session-1/session-1-market-analysis.md` +2. Read `intelligence/session-2/session-2-architecture.md` +3. Read `intelligence/session-2/session-2-sprint-plan.md` + +**Meeting Context:** +- Audience: Sylvain (Riviera Plaisance yacht sales agent) +- Goal: Include NaviDocs with every boat sale +- Time: 15-minute presentation + 5-minute demo +- Constraints: Technical audience (understands marine documentation) + +**Key Value Propositions (from Session 1):** +- €8K-€33K warranty savings per yacht +- €400K-€800K total warranty value tracking +- 9-jurisdiction documentation automation +- As-built package generation (6 hours → 20 minutes) +- Remote monitoring via Home Assistant + +--- + +## Your Tasks (Spawn 10 Haiku Agents in Parallel) + +### Agent 1: Pitch Deck Structure +**Design:** +- Slide 1: Problem (broker documentation pain) +- Slide 2: Market opportunity (Mediterranean yacht sales) +- Slide 3: NaviDocs solution overview +- Slide 4: Warranty tracking ROI (€8K-€33K savings) +- Slide 5: Technical architecture (Home Assistant integration) +- Slide 6: Implementation timeline (4-week roadmap) +- Slide 7: Pricing & pilot program + +**Deliverable:** Pitch deck outline with speaker notes + +### Agent 2: Demo Script Writer +**Create:** +- 5-minute live demo walkthrough +- Focus: Warranty expiration alert → claim package generation +- Screen-by-screen annotations +- Key talking points per screen +- Objection pre-emption moments + +**Deliverable:** Demo script with screenshots placeholders + +### Agent 3: ROI Calculator Designer +**Build:** +- Input fields: yacht price, warranty count, annual claims +- Calculations: warranty savings, documentation time savings, missed claim costs +- Output: 3-year ROI projection +- Comparison: Manual process vs NaviDocs automation + +**Deliverable:** ROI calculator spreadsheet/web app spec + +### Agent 4: Objection Handling Playbook +**Research:** +- Common broker objections (from Session 1 research) +- Responses with data backing +- Competitive differentiation points +- Risk mitigation talking points + +**Deliverable:** Objection handling guide (Q&A format) + +### Agent 5: Pricing Strategy Presentation +**Design:** +- Per-yacht pricing model (€50-€200/yacht) +- Brokerage bulk pricing (10+ yachts) +- One-time setup fee vs recurring +- Free pilot program offer (Riviera Plaisance) + +**Deliverable:** Pricing slide with 3 tiers + +### Agent 6: Competitive Differentiation +**Compile:** +- NaviDocs vs 5 top competitors (from Session 1) +- Feature comparison table +- Unique selling points (Home Assistant, multi-jurisdiction) +- Visual comparison matrix + +**Deliverable:** Competitive matrix slide + +### Agent 7: Technical Architecture Visualization +**Create:** +- System architecture diagram (non-technical) +- Integration points (Home Assistant, cameras, offline) +- Data flow (document upload → OCR → warranty tracking → alerts) +- Security highlights (multi-tenant, encrypted) + +**Deliverable:** Architecture diagram (Mermaid or visual) + +### Agent 8: Case Study Writer +**Draft:** +- Hypothetical yacht sale scenario +- Before NaviDocs: 6 hours documentation prep, €8K warranty miss +- After NaviDocs: 20-minute automated package, €33K warranty captured +- Buyer satisfaction increase + +**Deliverable:** One-page case study + +### Agent 9: Visual Design System +**Define:** +- Color palette (nautical theme: blues, whites) +- Typography (readable, professional) +- Icon set (warranties, documents, alerts) +- Slide layout templates + +**Deliverable:** Design system guide + +### Agent 10: Sales Collateral Package +**Compile:** +- One-pager (leave-behind document) +- Email follow-up template +- Pilot program agreement draft +- Next steps checklist + +**Deliverable:** Sales collateral bundle + +--- + +## Presentation Flow (15 Minutes) + +### Opening (2 minutes) +- **Hook:** "How much is €33,000 worth to you on a single yacht sale?" +- **Problem:** Brokers lose 6 hours per sale to documentation, miss warranty claims +- **Credibility:** NaviDocs is production-ready, multi-tenant architecture + +### Market Opportunity (3 minutes) +- **Market size:** [Session 1 findings] +- **Broker pain points:** Manual documentation, jurisdictional complexity +- **Buyer expectations:** Turnkey documentation packages increase sale value + +### NaviDocs Solution (5 minutes) +- **Core features:** OCR, warranty tracking, expiration alerts, claim generation +- **Integration:** Home Assistant (remote monitoring), offline mode (onboard access) +- **Automation:** As-built package (6 hours → 20 minutes) + +### ROI Demonstration (3 minutes) +- **Warranty savings:** €8K-€33K per yacht (calculator demo) +- **Time savings:** 6 hours manual → 20 minutes automated +- **Value proposition:** Include NaviDocs with every sale = premium service + +### Implementation Plan (2 minutes) +- **Timeline:** 4-week sprint (foundation → deploy) +- **Pilot program:** Free for Riviera Plaisance (first 5 yachts) +- **Support:** Onboarding, training, ongoing maintenance + +--- + +## Demo Script (5 Minutes) + +### Screen 1: Dashboard (30 seconds) +**Show:** Multi-yacht overview, warranty status indicators +**Say:** "Broker sees all yachts, warranty expiration alerts at a glance" + +### Screen 2: Yacht Detail (1 minute) +**Show:** Single yacht, document library, warranty timeline +**Say:** "€400K-€800K in active warranties tracked, expiration alerts prevent €8K-€33K losses" + +### Screen 3: Warranty Alert (1 minute) +**Show:** 30-day expiration warning, claim package generator +**Say:** "System alerts 90, 30, 14 days before expiration, auto-generates claim package" + +### Screen 4: Claim Package (1 minute) +**Show:** PDF with warranty docs, invoice, jurisdiction-specific forms +**Say:** "6 hours manual work → 15 minutes automated, jurisdiction-aware (France, Italy, Spain, etc.)" + +### Screen 5: Home Assistant Integration (1 minute) +**Show:** Webhook configuration, camera feed integration +**Say:** "Remote monitoring, onboard sensors, security cameras integrated" + +### Screen 6: Offline Mode (30 seconds) +**Show:** Service worker, critical manual access +**Say:** "Works onboard without internet, syncs when online" + +--- + +## ROI Calculator Specifications + +### Input Fields +1. **Yacht Purchase Price** (€300K - €5M) +2. **Number of Active Warranties** (10-50 typical) +3. **Average Warranty Value** (€8K - €50K) +4. **Annual Warranty Claims Expected** (1-5) +5. **Broker Documentation Hours/Sale** (6 hours typical) +6. **Broker Hourly Rate** (€50-€150) + +### Calculations +- **Warranty Savings (3 years):** Claims × Success Rate Increase × Avg Value +- **Time Savings (3 years):** Hours Saved × Hourly Rate × Sales/Year +- **Missed Claim Prevention:** (1 - NaviDocs) × Claim Value × 3 Years +- **Total ROI:** (Savings + Time) - NaviDocs Cost + +### Output Display +- **3-Year Total Savings:** €XX,XXX +- **Break-Even Point:** X months +- **ROI Percentage:** XXX% +- **Comparison Chart:** Manual vs Automated + +--- + +## Objection Handling Playbook + +### Objection 1: "We already have a documentation system" +**Response:** +- "How does it handle warranty expiration alerts?" +- "Can it generate jurisdiction-specific claim packages?" +- NaviDocs integrates with existing CRM (Salesforce, HubSpot) + +### Objection 2: "Too expensive for our brokerage" +**Response:** +- ROI calculator shows break-even in [X] months +- Free pilot program (first 5 yachts) +- Per-yacht pricing scales with your business + +### Objection 3: "Brokers won't adopt new software" +**Response:** +- 5-minute demo proves ease of use +- Onboarding training included +- Time savings (6 hours → 20 minutes) drives adoption + +### Objection 4: "What about data security?" +**Response:** +- Multi-tenant architecture (isolated databases) +- JWT authentication + bcrypt password hashing +- Audit logging for compliance (GDPR ready) + +### Objection 5: "Implementation timeline too long" +**Response:** +- 4-week sprint to production-ready +- Pilot program starts Week 3 (warranty tracking live) +- Incremental rollout (core features first, integrations later) + +--- + +## Pricing Strategy + +### Tier 1: Solo Broker +- **Price:** €99/month +- **Included:** Up to 5 yachts, basic warranty tracking, email support +- **Target:** Individual yacht sales agents + +### Tier 2: Brokerage +- **Price:** €299/month +- **Included:** Up to 25 yachts, Home Assistant integration, priority support +- **Target:** Small brokerages (Riviera Plaisance) + +### Tier 3: Enterprise +- **Price:** Custom (€500+/month) +- **Included:** Unlimited yachts, MLS integration, white-label option, dedicated support +- **Target:** Large brokerages, charter fleets + +### Pilot Program (Riviera Plaisance) +- **Offer:** Free Tier 2 for 3 months (first 5 yachts) +- **Commitment:** Feedback, case study participation +- **Conversion:** 50% discount first year if adopted + +--- + +## Output Format + +### Deliverable 1: Pitch Deck +**File:** `session-3-pitch-deck.md` (Markdown with Mermaid diagrams) + +**Structure:** +```markdown +# NaviDocs Yacht Sales Pitch Deck +## Riviera Plaisance Presentation + +### Slide 1: The €33,000 Question +[Hook: warranty tracking ROI] + +### Slide 2: Broker Documentation Pain +[Market research from Session 1] + +### Slide 3: NaviDocs Solution Overview +[Feature highlights with icons] + +### Slide 4: Warranty Tracking ROI +[Calculator demo, €8K-€33K savings] + +### Slide 5: Technical Architecture +[Mermaid diagram: Home Assistant, offline mode] + +### Slide 6: 4-Week Implementation Roadmap +[Gantt chart from Session 2] + +### Slide 7: Pilot Program Offer +[Pricing, free trial, next steps] + +**Appendix: Demo Screenshots** +[6 screens with annotations] +``` + +### Deliverable 2: Demo Script +**File:** `session-3-demo-script.md` + +**Structure:** +```markdown +# NaviDocs Live Demo Script (5 Minutes) + +## Setup Instructions +- Browser: Chrome/Firefox +- URL: https://demo.navidocs.app +- Login: demo@rivieraplaisance.com / DemoPass123 +- Pre-loaded yacht: "Azimut 55S" (€800K, 15 warranties) + +## Screen-by-Screen Walkthrough +### [0:00-0:30] Dashboard +**Action:** Show multi-yacht overview +**Say:** "Broker dashboard shows all yachts, warranty status at a glance..." +**Highlight:** Red badge on Azimut (warranty expiring in 28 days) + +### [0:30-1:30] Yacht Detail +**Action:** Click Azimut 55S +**Say:** "€760K in active warranties tracked, system prevents €8K-€33K losses..." +**Highlight:** Warranty timeline, document library + +[... continue for all 6 screens] +``` + +### Deliverable 3: ROI Calculator +**File:** `session-3-roi-calculator.html` (web app) or `.xlsx` (spreadsheet) + +**Implementation:** +```html + + +NaviDocs ROI Calculator + +

NaviDocs Yacht Sales ROI Calculator

+
+ + + + + + + [... all input fields] + + +
+ +
+

3-Year Savings: €

+

Break-Even: months

+ +
+ + + + +``` + +### Deliverable 4: Sales Collateral Package +**File:** `session-3-sales-collateral/` + +**Files:** +- `one-pager.pdf` - Leave-behind document (1 page, visual) +- `email-follow-up-template.md` - Post-meeting email +- `pilot-agreement.md` - Free trial terms +- `objection-handling.md` - Q&A playbook + +--- + +## IF.TTT Compliance Checklist + +- [ ] All ROI calculations cite Session 1 market research +- [ ] Demo script references actual NaviDocs features (verify against codebase) +- [ ] Pricing strategy validated against competitor analysis (Session 1) +- [ ] Technical architecture diagram matches Session 2 specs +- [ ] Evidence artifacts stored in `/intelligence/session-3/` + +--- + +## Success Criteria + +**Minimum Viable Output:** +- 7-slide pitch deck (problem → solution → ROI → timeline → pricing) +- 5-minute demo script with screen annotations +- Working ROI calculator (web or spreadsheet) +- Objection handling playbook (5+ objections) + +**Stretch Goals:** +- Video demo recording (screencast with voiceover) +- Interactive ROI calculator (embedded in pitch deck) +- Animated architecture diagram (Mermaid with transitions) +- Printed sales collateral (one-pager PDF) + +--- + +**Start Command:** Deploy to Claude Code Cloud after Session 2 complete +**End Condition:** All deliverables committed to `dannystocker/navidocs` repo under `intelligence/session-3/` diff --git a/CLOUD_SESSION_4_IMPLEMENTATION_PLANNING.md b/CLOUD_SESSION_4_IMPLEMENTATION_PLANNING.md new file mode 100644 index 0000000..6bc642f --- /dev/null +++ b/CLOUD_SESSION_4_IMPLEMENTATION_PLANNING.md @@ -0,0 +1,1066 @@ +# Cloud Session 4: Implementation Planning +## NaviDocs 4-Week Sprint Execution Plan + +**Session Type:** Project Manager + DevOps Specialist +**Lead Agent:** Sonnet (planning + coordination) +**Swarm Size:** 10 Haiku agents +**Token Budget:** $15 (7.5K Sonnet + 50K Haiku) +**Output:** Sprint breakdown + acceptance criteria + deployment checklist + +--- + +## Mission Statement + +Create detailed 4-week implementation plan with task breakdown, dependencies, acceptance criteria, and testing strategy for NaviDocs yacht sales features. + +--- + +## Context (Read First) + +**Prerequisites:** +1. Read `intelligence/session-2/session-2-architecture.md` +2. Read `intelligence/session-2/session-2-sprint-plan.md` +3. Read `server/db/schema.sql` - Current database structure +4. Read `server/routes/*.js` - Existing API patterns + +**Technical Constraints:** +- Backend: Express.js (must maintain compatibility) +- Database: SQLite (migration-friendly approach) +- Queue: BullMQ (extend existing workers) +- Frontend: Vue 3 (add new components, don't break existing) + +**Team Size:** 1 developer (solo sprint) +**Working Hours:** 6-8 hours/day +**Timeline:** 4 weeks (Nov 13 - Dec 10) + +--- + +## Your Tasks (Spawn 10 Haiku Agents in Parallel) + +### Agent 1: Week 1 Task Breakdown +**Create:** +- Day-by-day tasks for foundation week +- Database migrations (warranty tracking, webhooks, notifications) +- Event bus implementation (IF.bus pattern) +- Security fixes (5 vulnerabilities from handover doc) +- Time estimates per task (granular, 2-4 hour blocks) + +**Deliverable:** Week 1 detailed schedule with dependencies + +### Agent 2: Week 2 Task Breakdown +**Create:** +- Day-by-day tasks for core integrations +- Warranty tracking APIs (CRUD + expiration alerts) +- Home Assistant webhook integration +- Background job for expiration checks +- Time estimates + dependency mapping + +**Deliverable:** Week 2 detailed schedule + +### Agent 3: Week 3 Task Breakdown +**Create:** +- Day-by-day tasks for automation features +- Sale workflow (as-built package generator) +- Notification system (email, SMS, in-app) +- Offline mode (service worker, critical manual caching) +- Time estimates + dependencies + +**Deliverable:** Week 3 detailed schedule + +### Agent 4: Week 4 Task Breakdown +**Create:** +- Day-by-day tasks for polish & deployment +- MLS integration (YachtWorld, Boat Trader APIs) +- E2E testing suite +- Security audit +- Production deployment checklist + +**Deliverable:** Week 4 detailed schedule + +### Agent 5: Acceptance Criteria Writer +**Define:** +- Feature-level acceptance criteria (Given/When/Then format) +- API endpoint acceptance tests +- UI component acceptance criteria +- Performance benchmarks (load times, query speeds) + +**Deliverable:** Acceptance criteria document (all features) + +### Agent 6: Testing Strategy Designer +**Create:** +- Unit test plan (service layer, utilities) +- Integration test plan (API endpoints, database) +- E2E test plan (critical user flows) +- Test data generation strategy + +**Deliverable:** Testing strategy document with tooling recommendations + +### Agent 7: Dependency Mapper +**Analyze:** +- Task dependencies (Gantt chart format) +- Critical path identification +- Parallel work opportunities +- Risk areas (blockers, unknowns) + +**Deliverable:** Dependency graph (Mermaid Gantt or visual) + +### Agent 8: API Specification Writer +**Document:** +- All new API endpoints (OpenAPI 3.0 format) +- Request/response schemas +- Error codes and handling +- Authentication requirements + +**Deliverable:** OpenAPI spec file (`api-spec.yaml`) + +### Agent 9: Database Migration Planner +**Create:** +- Migration scripts (up/down for each change) +- Data backups strategy +- Rollback procedures +- Migration testing plan + +**Deliverable:** Migration scripts + rollback guide + +### Agent 10: Deployment Checklist Creator +**Compile:** +- Pre-deployment checklist (backups, tests, env vars) +- Deployment steps (zero-downtime strategy) +- Post-deployment validation (smoke tests) +- Rollback procedure (if deployment fails) + +**Deliverable:** Deployment runbook + +--- + +## Week 1: Foundation (Nov 13-19) + +### Day 1 (Nov 13): Database Migrations +**Morning (4 hours):** +- [ ] Create `warranty_tracking` table + - Columns: id, boat_id, item_name, provider, purchase_date, warranty_period_months, expiration_date, coverage_amount, claim_instructions, status + - Indexes: boat_id, expiration_date, status + - Migration script: `migrations/20251113_add_warranty_tracking.sql` + +**Afternoon (3 hours):** +- [ ] Create `sale_workflows` table + - Columns: id, boat_id, initiated_by, buyer_email, status, transfer_date, documents_generated + - Migration script: `migrations/20251113_add_sale_workflows.sql` +- [ ] Create `webhooks` table + - Columns: id, organization_id, url, topics (JSON), secret, status, created_at + - Migration script: `migrations/20251113_add_webhooks.sql` + +**Testing:** +- [ ] Run migrations on dev database +- [ ] Verify rollback scripts work +- [ ] Check indexes created correctly + +**Acceptance Criteria:** +- Given new tables created, When querying schema, Then all columns and indexes exist +- Given migration rollback executed, When checking schema, Then tables removed cleanly + +### Day 2 (Nov 13): Event Bus Implementation +**Morning (4 hours):** +- [ ] Create `server/services/event-bus.service.js` + - Redis pub/sub integration + - Topic-based routing (WARRANTY_EXPIRING, DOCUMENT_UPLOADED, etc.) + - Event logging to audit trail + - Error handling (retry logic) + +**Afternoon (3 hours):** +- [ ] Create `server/services/webhook.service.js` + - HTTP POST to external URLs + - Exponential backoff retry (3 attempts) + - Webhook delivery status tracking + - Signature generation (HMAC-SHA256) + +**Testing:** +- [ ] Unit tests for event publishing +- [ ] Unit tests for webhook delivery +- [ ] Integration test: event → webhook delivery + +**Acceptance Criteria:** +- Given event published, When subscribers listening, Then event delivered within 100ms +- Given webhook URL fails, When retry triggered, Then exponential backoff applied (1s, 2s, 4s) + +### Day 3 (Nov 14): Security Fixes +**Morning (4 hours):** +- [ ] Fix DELETE endpoint protection + - Add ownership verification (user can only delete own boats) + - Add soft delete (mark as deleted, don't remove) + - Update `server/routes/boat.routes.js` + +- [ ] Enforce auth on all routes + - Audit `server/routes/*.js` for missing `authenticateToken` middleware + - Add auth to stats endpoint (`server/routes/stats.routes.js`) + +**Afternoon (2 hours):** +- [ ] Fix stats endpoint tenant isolation + - Filter stats by organization_id + - Add integration test (user can't see other org stats) + +**Testing:** +- [ ] Security tests (unauthorized access attempts) +- [ ] Tenant isolation tests (cross-organization data leaks) + +**Acceptance Criteria:** +- Given unauthorized user, When attempting DELETE, Then return 403 Forbidden +- Given user from Org A, When requesting stats, Then only Org A data returned + +### Day 4 (Nov 15): Notification Templates +**Morning (3 hours):** +- [ ] Create `notification_templates` table + - Columns: id, type (email/sms/push), event_type, subject, body, variables (JSON) + - Seed templates: WARRANTY_EXPIRING (90/30/14 day variants) + +**Afternoon (4 hours):** +- [ ] Create `server/services/notification.service.js` + - Email sending (Nodemailer integration) + - Template rendering (variable substitution) + - Notification queue (BullMQ job) + +**Testing:** +- [ ] Unit test: template rendering with variables +- [ ] Integration test: email sent via queue + +**Acceptance Criteria:** +- Given WARRANTY_EXPIRING event, When notification triggered, Then email sent with correct warranty details + +### Day 5 (Nov 16): Background Jobs +**Morning (4 hours):** +- [ ] Create `server/workers/warranty-expiration.worker.js` + - Daily job: check warranties expiring in 90/30/14 days + - Publish WARRANTY_EXPIRING events + - Mark notifications sent (avoid duplicates) + +**Afternoon (3 hours):** +- [ ] Register worker with BullMQ + - Update `server/index.js` to start worker + - Add worker health check endpoint + +**Testing:** +- [ ] Integration test: worker finds expiring warranties +- [ ] Integration test: events published correctly + +**Acceptance Criteria:** +- Given warranty expires in 30 days, When worker runs, Then WARRANTY_EXPIRING event published +- Given notification already sent, When worker runs again, Then duplicate not sent + +--- + +## Week 2: Core Integrations (Nov 20-26) + +### Day 1-2 (Nov 20-21): Warranty Tracking APIs +**Day 1 Morning (4 hours):** +- [ ] Create `server/routes/warranty.routes.js` + - POST /api/warranties (create) + - GET /api/warranties/:id (read) + - PUT /api/warranties/:id (update) + - DELETE /api/warranties/:id (soft delete) + +**Day 1 Afternoon (3 hours):** +- [ ] Create `server/services/warranty.service.js` + - Business logic: calculate expiration dates + - Validation: warranty period constraints + - Database operations (CRUD) + +**Day 2 Morning (4 hours):** +- [ ] Create GET /api/warranties/expiring endpoint + - Query params: days (90/30/14), boat_id (filter) + - Return warranties + days until expiration + - Sort by expiration date (ascending) + +**Day 2 Afternoon (3 hours):** +- [ ] Create GET /api/boats/:id/warranties endpoint + - Return all warranties for specific boat + - Include expired warranties (flagged) + - Total coverage amount calculation + +**Testing:** +- [ ] API integration tests (all endpoints) +- [ ] Authorization tests (tenant isolation) + +**Acceptance Criteria:** +- Given authenticated user, When POST /api/warranties, Then warranty created with calculated expiration +- Given boat with 3 warranties, When GET /api/boats/:id/warranties, Then all 3 returned with total coverage + +### Day 3-5 (Nov 22-24): Home Assistant Integration +**Day 3 Morning (4 hours):** +- [ ] Create `server/routes/integrations.routes.js` + - POST /api/integrations/home-assistant (register webhook) + - GET /api/integrations/home-assistant (get config) + - DELETE /api/integrations/home-assistant (remove) + +**Day 3 Afternoon (3 hours):** +- [ ] Create `server/services/home-assistant.service.js` + - Webhook URL validation (reachability check) + - Event forwarding (NaviDocs event → HA webhook) + - Retry logic (exponential backoff) + +**Day 4 Morning (4 hours):** +- [ ] Create Home Assistant automation examples + - YAML config: warranty expiration → notification + - YAML config: document uploaded → log entry + - Documentation: `docs/home-assistant-integration.md` + +**Day 4 Afternoon (3 hours):** +- [ ] MQTT integration (optional stretch goal) + - Research MQTT.js library + - Design topic structure (navidocs/boat/{id}/warranty/expiring) + - Prototype event publishing to MQTT broker + +**Day 5 (7 hours):** +- [ ] Camera system integration (optional stretch goal) + - Research Home Assistant camera APIs + - Design snapshot storage (link to NaviDocs documents) + - Prototype: camera snapshot → upload to NaviDocs + +**Testing:** +- [ ] Integration test: NaviDocs event → HA webhook delivery +- [ ] Manual test: HA automation triggered by NaviDocs event + +**Acceptance Criteria:** +- Given HA webhook registered, When WARRANTY_EXPIRING event, Then HA receives POST with event data +- Given MQTT broker configured, When document uploaded, Then MQTT topic published + +--- + +## Week 3: Automation (Nov 27 - Dec 3) + +### Day 1-2 (Nov 27-28): Sale Workflow +**Day 1 Morning (4 hours):** +- [ ] Create `server/services/sale-workflow.service.js` + - POST /api/sales (initiate sale) + - GET /api/sales/:id (get sale status) + - POST /api/sales/:id/generate-package (as-built package) + +**Day 1 Afternoon (3 hours):** +- [ ] As-built package generator + - Gather all boat documents (registration, surveys, warranties) + - Generate cover letter (template with boat details) + - Create ZIP archive with organized folders + +**Day 2 Morning (4 hours):** +- [ ] Document transfer workflow + - POST /api/sales/:id/transfer (mark documents transferred) + - Send buyer access email (with download link) + - Log transfer event (audit trail) + +**Day 2 Afternoon (3 hours):** +- [ ] Buyer handoff notification + - Email template: "Your yacht documentation package" + - Include warranty summary, important dates + - Download link (expiring in 30 days) + +**Testing:** +- [ ] Integration test: sale initiated → package generated +- [ ] E2E test: full sale workflow (initiate → generate → transfer) + +**Acceptance Criteria:** +- Given boat with 10 documents, When generate package, Then ZIP contains all docs in organized folders +- Given sale transferred, When buyer receives email, Then download link works and expires in 30 days + +### Day 3-4 (Nov 29-30): Notification System +**Day 3 Morning (4 hours):** +- [ ] Email service implementation + - Nodemailer configuration (SMTP settings) + - Template system (Handlebars or EJS) + - Email queue (BullMQ job) + +**Day 3 Afternoon (3 hours):** +- [ ] SMS gateway integration (Twilio or similar) + - Research SMS provider APIs + - Design SMS template system + - Implement sending logic + +**Day 4 Morning (4 hours):** +- [ ] In-app notification center + - Create `notifications` table (id, user_id, type, message, read, created_at) + - GET /api/notifications (user's notifications) + - PUT /api/notifications/:id/read (mark as read) + +**Day 4 Afternoon (3 hours):** +- [ ] Push notifications (PWA) + - Service worker push subscription + - Web Push API integration + - Notification permission request UI + +**Testing:** +- [ ] Email delivery test (dev SMTP server) +- [ ] In-app notification test (create + read) + +**Acceptance Criteria:** +- Given WARRANTY_EXPIRING event, When notification sent, Then email delivered within 5 minutes +- Given user logged in, When notification created, Then appears in notification center + +### Day 5 (Dec 1): Offline Mode +**Morning (4 hours):** +- [ ] Service worker caching strategy + - Cache-first for static assets (/_next/, /assets/) + - Network-first for API calls + - Offline fallback page + +**Afternoon (3 hours):** +- [ ] Critical manual pre-caching + - Engine manuals (PDF files) + - Safety documents (emergency procedures) + - Offline sync queue (IndexedDB) + +**Testing:** +- [ ] Offline test: disconnect network, verify cached content loads +- [ ] Sync test: reconnect network, verify queued uploads process + +**Acceptance Criteria:** +- Given offline mode, When user accesses critical manuals, Then PDFs load from cache +- Given offline edits made, When network restored, Then changes sync automatically + +--- + +## Week 4: Polish & Deploy (Dec 4-10) + +### Day 1-2 (Dec 4-5): MLS Integration +**Day 1 Morning (4 hours):** +- [ ] Research YachtWorld API + - Authentication (API key vs OAuth) + - Listing endpoints (create, update, get) + - Documentation upload endpoints + +**Day 1 Afternoon (3 hours):** +- [ ] Create `server/services/yachtworld.service.js` + - API client setup + - Listing sync (NaviDocs boat → YachtWorld listing) + - Document attachment (warranties, surveys) + +**Day 2 Morning (4 hours):** +- [ ] Research Boat Trader API (similar to YachtWorld) +- [ ] Design unified MLS abstraction layer + - Interface: `IMLSProvider` (create, update, sync methods) + - Implementations: YachtWorldProvider, BoatTraderProvider + +**Day 2 Afternoon (3 hours):** +- [ ] MLS sync background job + - Daily job: sync boat data to configured MLS platforms + - Update listing status (sold, pending, available) + +**Testing:** +- [ ] Integration test: NaviDocs boat → YachtWorld listing created +- [ ] Manual test: verify listing appears on YachtWorld website + +**Acceptance Criteria:** +- Given boat marked for sale, When MLS sync runs, Then YachtWorld listing created with documents + +### Day 3 (Dec 6): E2E Testing +**Morning (4 hours):** +- [ ] Set up Playwright or Cypress +- [ ] E2E test: user registration → boat creation → document upload +- [ ] E2E test: warranty tracking → expiration alert → claim package + +**Afternoon (3 hours):** +- [ ] E2E test: sale workflow (initiate → generate package → transfer) +- [ ] E2E test: Home Assistant integration (event → webhook delivery) + +**Acceptance Criteria:** +- Given E2E test suite, When run against demo environment, Then all tests pass + +### Day 4 (Dec 7): Security Audit +**Morning (3 hours):** +- [ ] Run OWASP dependency check +- [ ] SQL injection testing (parameterized queries verified) +- [ ] XSS testing (input sanitization verified) + +**Afternoon (4 hours):** +- [ ] Authentication audit (JWT expiration, refresh tokens) +- [ ] Authorization audit (tenant isolation, role-based access) +- [ ] Secrets management (env vars, no hardcoded keys) + +**Acceptance Criteria:** +- Given security audit, When vulnerabilities found, Then all high/critical issues fixed + +### Day 5 (Dec 8-10): Production Deployment +**Dec 8 Morning (4 hours):** +- [ ] Pre-deployment checklist + - Database backup (SQLite file copy) + - Environment variables configured + - SSL certificate valid + +**Dec 8 Afternoon (3 hours):** +- [ ] Deploy to production + - Stop server + - Run database migrations + - Deploy new code (git pull + npm install) + - Restart server + +**Dec 9 (7 hours):** +- [ ] Post-deployment validation + - Smoke tests (critical endpoints functional) + - Performance testing (load times, query speeds) + - Monitor error logs (first 24 hours) + +**Dec 10 (7 hours):** +- [ ] Riviera Plaisance pilot setup + - Create demo account + - Import sample boat data + - Configure Home Assistant webhook + - Train Sylvain on system + +**Acceptance Criteria:** +- Given production deployment, When smoke tests run, Then all critical flows functional +- Given Riviera pilot account, When Sylvain logs in, Then demo boat with warranties visible + +--- + +## Acceptance Criteria (Master List) + +### Warranty Tracking Feature +```gherkin +Feature: Warranty Expiration Tracking + +Scenario: Create warranty with automatic expiration calculation + Given authenticated user + And boat with id "boat-123" + When POST /api/warranties with: + | boat_id | item_name | purchase_date | warranty_period_months | + | boat-123 | Engine | 2023-01-15 | 24 | + Then warranty created with expiration_date "2025-01-15" + And response status 201 + +Scenario: Expiration alert triggered 30 days before + Given warranty expires on "2025-12-13" + And current date is "2025-11-13" + When warranty expiration worker runs + Then WARRANTY_EXPIRING event published + And notification sent to boat owner + +Scenario: Claim package generation + Given warranty expiring in 14 days + When POST /api/warranties/:id/generate-claim-package + Then ZIP file returned containing: + | warranty document | + | purchase invoice | + | claim form (jurisdiction-specific) | +``` + +### Home Assistant Integration +```gherkin +Feature: Home Assistant Webhook Integration + +Scenario: Register Home Assistant webhook + Given authenticated user + When POST /api/integrations/home-assistant with: + | url | topics | + | https://ha.example.com/api/webhook/navidocs | ["WARRANTY_EXPIRING", "DOCUMENT_UPLOADED"] | + Then webhook registered + And reachability check passed + +Scenario: Event forwarding to Home Assistant + Given HA webhook registered for "WARRANTY_EXPIRING" + When WARRANTY_EXPIRING event published + Then POST sent to HA webhook within 5 seconds + And HA webhook receives event with warranty details +``` + +### Sale Workflow +```gherkin +Feature: Yacht Sale Workflow + +Scenario: Generate as-built package + Given boat with 10 documents + When POST /api/sales/:id/generate-package + Then ZIP file created with organized folders: + | Registration | + | Surveys | + | Warranties | + | Engine Manuals | + And generation time < 30 seconds + +Scenario: Transfer documents to buyer + Given sale with generated package + When POST /api/sales/:id/transfer with buyer_email + Then buyer receives email with download link + And link expires in 30 days + And transfer logged in audit trail +``` + +--- + +## Testing Strategy + +### Unit Tests (Target: 70% Coverage) +**Tools:** Mocha + Chai +**Scope:** +- Service layer functions (warranty calculations, validation) +- Utility functions (date helpers, string formatting) +- Middleware (auth, error handling) + +**Example:** +```javascript +// test/services/warranty.service.test.js +describe('WarrantyService', () => { + describe('calculateExpirationDate', () => { + it('should add warranty period to purchase date', () => { + const purchaseDate = '2023-01-15'; + const warrantyMonths = 24; + const result = warrantyService.calculateExpirationDate(purchaseDate, warrantyMonths); + expect(result).to.equal('2025-01-15'); + }); + }); +}); +``` + +### Integration Tests (Target: 50% Coverage) +**Tools:** Supertest + SQLite in-memory +**Scope:** +- API endpoints (request/response validation) +- Database operations (CRUD, migrations) +- Background jobs (worker execution) + +**Example:** +```javascript +// test/routes/warranty.routes.test.js +describe('POST /api/warranties', () => { + it('should create warranty with valid data', async () => { + const response = await request(app) + .post('/api/warranties') + .set('Authorization', `Bearer ${validToken}`) + .send({ + boat_id: 'boat-123', + item_name: 'Engine', + purchase_date: '2023-01-15', + warranty_period_months: 24 + }); + + expect(response.status).to.equal(201); + expect(response.body.expiration_date).to.equal('2025-01-15'); + }); +}); +``` + +### E2E Tests (Target: 10 Critical Flows) +**Tools:** Playwright +**Scope:** +- User registration → boat creation → warranty tracking +- Warranty expiration alert → claim package generation +- Sale initiation → package generation → buyer transfer +- Home Assistant webhook registration → event delivery + +**Example:** +```javascript +// e2e/warranty-tracking.spec.js +test('warranty expiration alert flow', async ({ page }) => { + await page.goto('https://demo.navidocs.app'); + await page.fill('#email', 'demo@example.com'); + await page.fill('#password', 'password'); + await page.click('#login-button'); + + // Navigate to boat with expiring warranty + await page.click('text=Azimut 55S'); + + // Verify warranty alert badge + await expect(page.locator('.warranty-alert')).toHaveText('Expires in 28 days'); + + // Generate claim package + await page.click('#generate-claim-package'); + await expect(page.locator('.download-link')).toBeVisible(); +}); +``` + +--- + +## Dependency Graph (Gantt Chart) + +```mermaid +gantt + title NaviDocs 4-Week Sprint + dateFormat YYYY-MM-DD + section Week 1 + DB Migrations :done, w1d1, 2025-11-13, 1d + Event Bus :done, w1d2, 2025-11-13, 1d + Security Fixes :w1d3, 2025-11-14, 1d + Notification Templates :w1d4, 2025-11-15, 1d + Background Jobs :w1d5, after w1d4, 1d + + section Week 2 + Warranty APIs :w2d1, 2025-11-20, 2d + Home Assistant :w2d3, after w2d1, 3d + + section Week 3 + Sale Workflow :w3d1, 2025-11-27, 2d + Notification System :w3d3, after w3d1, 2d + Offline Mode :w3d5, after w3d3, 1d + + section Week 4 + MLS Integration :w4d1, 2025-12-04, 2d + E2E Testing :w4d3, after w4d1, 1d + Security Audit :w4d4, after w4d3, 1d + Production Deploy :w4d5, after w4d4, 3d +``` + +**Critical Path:** +DB Migrations → Event Bus → Background Jobs → Warranty APIs → E2E Testing → Deploy + +**Parallel Opportunities:** +- Week 2: Home Assistant work can run parallel to Warranty APIs (if different developer) +- Week 3: Offline Mode can run parallel to Notification System +- Week 4: MLS Integration is optional (can defer to Week 5 if needed) + +--- + +## API Specification (OpenAPI 3.0) + +```yaml +openapi: 3.0.0 +info: + title: NaviDocs Yacht Sales API + version: 1.0.0 + description: Warranty tracking, sale workflow, and integrations for yacht documentation + +servers: + - url: https://api.navidocs.app/v1 + description: Production + - url: http://localhost:3000/api + description: Development + +paths: + /warranties: + post: + summary: Create warranty + security: + - bearerAuth: [] + requestBody: + required: true + content: + application/json: + schema: + type: object + required: + - boat_id + - item_name + - purchase_date + - warranty_period_months + properties: + boat_id: + type: string + example: "boat-123" + item_name: + type: string + example: "Engine" + provider: + type: string + example: "Caterpillar" + purchase_date: + type: string + format: date + example: "2023-01-15" + warranty_period_months: + type: integer + example: 24 + coverage_amount: + type: number + example: 50000 + responses: + '201': + description: Warranty created + content: + application/json: + schema: + $ref: '#/components/schemas/Warranty' + '401': + description: Unauthorized + '400': + description: Invalid input + + /warranties/expiring: + get: + summary: Get expiring warranties + security: + - bearerAuth: [] + parameters: + - name: days + in: query + schema: + type: integer + enum: [90, 30, 14] + default: 30 + - name: boat_id + in: query + schema: + type: string + responses: + '200': + description: List of expiring warranties + content: + application/json: + schema: + type: array + items: + $ref: '#/components/schemas/Warranty' + + /sales: + post: + summary: Initiate yacht sale + security: + - bearerAuth: [] + requestBody: + required: true + content: + application/json: + schema: + type: object + required: + - boat_id + - buyer_email + properties: + boat_id: + type: string + buyer_email: + type: string + format: email + responses: + '201': + description: Sale initiated + content: + application/json: + schema: + $ref: '#/components/schemas/Sale' + + /sales/{id}/generate-package: + post: + summary: Generate as-built package + security: + - bearerAuth: [] + parameters: + - name: id + in: path + required: true + schema: + type: string + responses: + '200': + description: ZIP file with documentation + content: + application/zip: + schema: + type: string + format: binary + +components: + schemas: + Warranty: + type: object + properties: + id: + type: string + boat_id: + type: string + item_name: + type: string + provider: + type: string + purchase_date: + type: string + format: date + warranty_period_months: + type: integer + expiration_date: + type: string + format: date + coverage_amount: + type: number + status: + type: string + enum: [active, expired, claimed] + created_at: + type: string + format: date-time + + Sale: + type: object + properties: + id: + type: string + boat_id: + type: string + buyer_email: + type: string + status: + type: string + enum: [initiated, package_generated, transferred, completed] + created_at: + type: string + format: date-time + + securitySchemes: + bearerAuth: + type: http + scheme: bearer + bearerFormat: JWT +``` + +--- + +## Database Migration Scripts + +### Migration: Add Warranty Tracking + +**File:** `migrations/20251113_add_warranty_tracking.sql` + +```sql +-- Up Migration +CREATE TABLE IF NOT EXISTS warranty_tracking ( + id TEXT PRIMARY KEY DEFAULT (lower(hex(randomblob(16)))), + boat_id TEXT NOT NULL, + item_name TEXT NOT NULL, + provider TEXT, + purchase_date TEXT NOT NULL, + warranty_period_months INTEGER NOT NULL, + expiration_date TEXT NOT NULL, + coverage_amount REAL, + claim_instructions TEXT, + status TEXT DEFAULT 'active' CHECK(status IN ('active', 'expired', 'claimed')), + created_at TEXT DEFAULT (datetime('now')), + updated_at TEXT DEFAULT (datetime('now')), + FOREIGN KEY (boat_id) REFERENCES boats(id) ON DELETE CASCADE +); + +CREATE INDEX idx_warranty_boat_id ON warranty_tracking(boat_id); +CREATE INDEX idx_warranty_expiration ON warranty_tracking(expiration_date); +CREATE INDEX idx_warranty_status ON warranty_tracking(status); + +-- Down Migration (Rollback) +-- DROP INDEX idx_warranty_status; +-- DROP INDEX idx_warranty_expiration; +-- DROP INDEX idx_warranty_boat_id; +-- DROP TABLE warranty_tracking; +``` + +### Migration: Add Webhooks + +**File:** `migrations/20251113_add_webhooks.sql` + +```sql +-- Up Migration +CREATE TABLE IF NOT EXISTS webhooks ( + id TEXT PRIMARY KEY DEFAULT (lower(hex(randomblob(16)))), + organization_id TEXT NOT NULL, + url TEXT NOT NULL, + topics TEXT NOT NULL, -- JSON array + secret TEXT NOT NULL, + status TEXT DEFAULT 'active' CHECK(status IN ('active', 'inactive')), + last_delivery_at TEXT, + last_delivery_status TEXT, + created_at TEXT DEFAULT (datetime('now')), + FOREIGN KEY (organization_id) REFERENCES organizations(id) ON DELETE CASCADE +); + +CREATE INDEX idx_webhook_org_id ON webhooks(organization_id); +CREATE INDEX idx_webhook_status ON webhooks(status); + +-- Down Migration (Rollback) +-- DROP INDEX idx_webhook_status; +-- DROP INDEX idx_webhook_org_id; +-- DROP TABLE webhooks; +``` + +--- + +## Deployment Runbook + +### Pre-Deployment Checklist +- [ ] All tests passing (unit, integration, E2E) +- [ ] Database backup created (`cp navidocs.db navidocs.db.backup-$(date +%Y%m%d)`) +- [ ] Environment variables configured in `.env.production` +- [ ] SSL certificate valid (check expiration) +- [ ] Dependencies updated (`npm audit fix`) +- [ ] Security audit passed (no high/critical vulnerabilities) + +### Deployment Steps (Zero-Downtime) +1. **Stop Background Workers** (prevent job processing during migration) + ```bash + pm2 stop navidocs-worker + ``` + +2. **Database Backup** + ```bash + cp /var/www/navidocs/navidocs.db /var/www/navidocs/backups/navidocs.db.$(date +%Y%m%d-%H%M%S) + ``` + +3. **Deploy Code** + ```bash + cd /var/www/navidocs + git pull origin main + npm install --production + npm run build + ``` + +4. **Run Migrations** + ```bash + npm run migrate:up + ``` + +5. **Restart Server** + ```bash + pm2 restart navidocs-api + pm2 restart navidocs-worker + ``` + +### Post-Deployment Validation +- [ ] Health check endpoint returns 200 (`GET /api/health`) +- [ ] Login flow functional (test with demo account) +- [ ] Critical API endpoints responding (`GET /api/boats`, `POST /api/warranties`) +- [ ] Background workers processing jobs (`pm2 logs navidocs-worker`) +- [ ] Error rate within acceptable range (<1% of requests) + +### Rollback Procedure (If Deployment Fails) +1. **Stop Server** + ```bash + pm2 stop navidocs-api navidocs-worker + ``` + +2. **Restore Database** + ```bash + cp /var/www/navidocs/backups/navidocs.db. /var/www/navidocs/navidocs.db + ``` + +3. **Revert Code** + ```bash + git revert HEAD + npm install --production + ``` + +4. **Restart Server** + ```bash + pm2 restart navidocs-api navidocs-worker + ``` + +--- + +## IF.TTT Compliance Checklist + +- [ ] All tasks link to codebase files (file:line references) +- [ ] Acceptance criteria testable (Given/When/Then format) +- [ ] Dependencies mapped (Gantt chart with critical path) +- [ ] API specs validated against existing routes +- [ ] Migration scripts include rollback procedures +- [ ] Evidence artifacts stored in `/intelligence/session-4/` + +--- + +## Success Criteria + +**Minimum Viable Output:** +- 4-week sprint breakdown (day-by-day tasks) +- Acceptance criteria for all major features +- Gantt chart with dependencies +- API specification (OpenAPI format) +- Database migration scripts with rollbacks + +**Stretch Goals:** +- Automated testing framework setup (Playwright config) +- CI/CD pipeline configuration (GitHub Actions) +- Performance benchmarks (load testing plan) +- Monitoring setup (error tracking, uptime alerts) + +--- + +**Start Command:** Deploy to Claude Code Cloud after Session 2 complete +**End Condition:** All deliverables committed to `dannystocker/navidocs` repo under `intelligence/session-4/` diff --git a/CLOUD_SESSION_5_SYNTHESIS_VALIDATION.md b/CLOUD_SESSION_5_SYNTHESIS_VALIDATION.md new file mode 100644 index 0000000..772e4d7 --- /dev/null +++ b/CLOUD_SESSION_5_SYNTHESIS_VALIDATION.md @@ -0,0 +1,888 @@ +# Cloud Session 5: Evidence Synthesis & Guardian Validation +## NaviDocs Intelligence Dossier & IF.guard Consensus + +**Session Type:** Guardian Council Coordinator + Evidence Curator +**Lead Agent:** Sonnet (synthesis + validation) +**Swarm Size:** 10 Haiku agents +**Token Budget:** $25 (15K Sonnet + 60K Haiku) +**Output:** Final intelligence dossier + Guardian Council vote + citation database + +--- + +## Mission Statement + +Synthesize all intelligence from Sessions 1-4 into comprehensive dossier, validate claims with medical-grade evidence standards, achieve Guardian Council consensus (>90% approval), and deliver final presentation materials. + +--- + +## Context (Read First) + +**Prerequisites (MUST READ ALL):** +1. `intelligence/session-1/session-1-market-analysis.md` +2. `intelligence/session-1/session-1-handoff.md` +3. `intelligence/session-2/session-2-architecture.md` +4. `intelligence/session-2/session-2-sprint-plan.md` +5. `intelligence/session-3/session-3-pitch-deck.md` +6. `intelligence/session-3/session-3-demo-script.md` +7. `intelligence/session-4/session-4-sprint-plan.md` + +**Guardian Council Composition:** +- 6 Core Guardians (Empiricism, Verificationism, Fallibilism, Falsificationism, Coherentism, Pragmatism) +- 3 Western Philosophers (Aristotle, Kant, Russell) +- 3 Eastern Philosophers (Confucius, Nagarjuna, Zhuangzi) +- 8 IF.sam Facets (Light Side: Ethical Idealist, Visionary Optimist, Democratic Collaborator, Transparent Communicator; Dark Side: Pragmatic Survivor, Strategic Manipulator, Ends-Justify-Means Operator, Corporate Diplomat) + +**Consensus Requirements:** +- **Standard Approval:** >90% (18/20 votes) +- **100% Consensus:** Requires empirical validation + testable predictions + addresses all guardian concerns +- **Veto Power:** Contrarian Guardian can veto >95% approval with 2-week cooling-off period + +**Evidence Standards (IF.TTT):** +- All claims MUST have ≥2 independent sources +- Citations include: file:line references, web URLs with SHA-256 hashes, git commits +- Status tracking: unverified → verified → disputed → revoked +- Citation schema: `/home/setup/infrafabric/schemas/citation/v1.0.schema.json` + +--- + +## Your Tasks (Spawn 10 Haiku Agents in Parallel) + +### Agent 1: Session 1 Evidence Extraction +**Read:** +- `intelligence/session-1/session-1-market-analysis.md` +- `intelligence/session-1/session-1-citations.json` + +**Extract:** +- All market sizing claims (Mediterranean yacht sales, brokerage counts) +- Competitive landscape findings (competitor pricing, feature gaps) +- Broker pain points (time spent, documentation delays) +- ROI calculator inputs (warranty savings, claims costs) + +**Deliverable:** Evidence inventory with citation links + +### Agent 2: Session 2 Technical Claims Validation +**Read:** +- `intelligence/session-2/session-2-architecture.md` +- NaviDocs codebase (`server/db/schema.sql`, `server/routes/*.js`) + +**Validate:** +- Architecture claims match actual codebase (file:line references) +- Database migrations are executable (test on dev database) +- API endpoints align with existing patterns +- Integration points exist in code + +**Deliverable:** Technical validation report (verified vs unverified claims) + +### Agent 3: Session 3 Sales Material Review +**Read:** +- `intelligence/session-3/session-3-pitch-deck.md` +- `intelligence/session-3/session-3-demo-script.md` +- `intelligence/session-3/session-3-roi-calculator.html` + +**Review:** +- ROI calculations cite Session 1 sources +- Demo script matches NaviDocs features +- Pricing strategy aligns with competitor analysis +- Objection handling backed by evidence + +**Deliverable:** Sales material validation report + +### Agent 4: Session 4 Implementation Feasibility +**Read:** +- `intelligence/session-4/session-4-sprint-plan.md` +- NaviDocs codebase (all relevant files) + +**Assess:** +- 4-week timeline realistic (based on codebase complexity) +- Dependencies correctly identified +- Acceptance criteria testable +- Migration scripts safe (rollback procedures) + +**Deliverable:** Feasibility assessment report + +### Agent 5: Citation Database Compilation +**Gather:** +- All citations from Sessions 1-4 +- Web sources (with SHA-256 hashes) +- File references (with line numbers) +- Git commits (with SHA-1 hashes) + +**Create:** +- Master citations JSON file +- Citation status tracking (verified/unverified) +- Source quality assessment (primary vs secondary) + +**Deliverable:** `session-5-citations-master.json` + +### Agent 6: Cross-Session Consistency Check +**Analyze:** +- Market size claims (Session 1 vs Session 3 pitch deck) +- Technical architecture (Session 2 vs Session 4 implementation) +- ROI calculations (Session 1 inputs vs Session 3 calculator) +- Timeline claims (Session 2 roadmap vs Session 4 sprint plan) + +**Flag:** +- Contradictions between sessions +- Unsupported claims (no citation) +- Outdated information + +**Deliverable:** Consistency audit report + +### Agent 7: Guardian Council Vote Preparation +**Prepare:** +- Dossier summary for each guardian (tailored to philosophy) +- Empiricism: Focus on market research data, evidence quality +- Pragmatism: Focus on ROI, implementation feasibility +- IF.sam (Light): Focus on ethical sales practices, transparency +- IF.sam (Dark): Focus on competitive advantage, revenue potential + +**Create:** +- Guardian-specific briefing documents (20 total) +- Voting criteria checklist +- Consensus prediction (likely approval %) + +**Deliverable:** Guardian briefing package + +### Agent 8: Evidence Quality Scoring +**Score Each Claim:** +- **Primary Source (3 points):** Direct research, codebase analysis +- **Secondary Source (2 points):** Industry reports, competitor websites +- **Tertiary Source (1 point):** Blog posts, forum discussions +- **No Source (0 points):** Unverified claim + +**Calculate:** +- Total claims across all sessions +- Verified claims percentage +- Average evidence quality score + +**Deliverable:** Evidence quality scorecard + +### Agent 9: Final Dossier Compiler +**Synthesize:** +- Executive summary (2 pages max) +- Market analysis (Session 1 findings) +- Technical architecture (Session 2 design) +- Sales enablement materials (Session 3 pitch) +- Implementation roadmap (Session 4 sprint plan) +- Evidence appendix (citations, validation reports) + +**Format:** +- Professional document (markdown with Mermaid diagrams) +- Table of contents with page numbers +- Cross-references between sections + +**Deliverable:** `NAVIDOCS_INTELLIGENCE_DOSSIER.md` + +### Agent 10: Guardian Council Vote Coordinator +**Execute:** +- Submit dossier to Guardian Council +- Collect votes from all 20 guardians +- Tally results (approval %, abstentions, vetoes) +- Record dissent reasons (if any) +- Generate consensus report + +**Deliverable:** `session-5-guardian-vote.json` + +--- + +## Guardian Council Voting Process + +### Step 1: Dossier Distribution (Agent 7) +Each guardian receives tailored briefing highlighting their philosophical concerns: + +**Empiricism Guardian:** +- Market sizing methodology (how was €2.3B figure derived?) +- Warranty savings calculation (€8K-€33K range justified?) +- Evidence quality (how many primary vs secondary sources?) + +**Verificationism Guardian:** +- Testable predictions (can ROI calculator claims be validated?) +- API specification completeness (OpenAPI spec executable?) +- Acceptance criteria measurability (Given/When/Then verifiable?) + +**Fallibilism Guardian:** +- Uncertainty acknowledgment (what assumptions might be wrong?) +- Risk mitigation (what if 4-week timeline slips?) +- Competitor analysis gaps (missing players?) + +**Falsificationism Guardian:** +- Refutable claims (can market size be disproven?) +- Contradiction check (any conflicting statements?) +- Alternative explanations (is NaviDocs the only solution?) + +**Coherentism Guardian:** +- Internal consistency (Sessions 1-4 align?) +- Logical flow (market → architecture → sales → implementation?) +- Integration points (do all pieces fit together?) + +**Pragmatism Guardian:** +- Business value (does this solve real broker problems?) +- Implementation feasibility (4-week sprint realistic?) +- ROI justification (€8K-€33K savings achievable?) + +**Aristotle (Virtue Ethics):** +- Broker welfare (does this genuinely help clients?) +- Honest representation (sales pitch truthful?) +- Excellence pursuit (is this best-in-class solution?) + +**Kant (Deontology):** +- Universalizability (could all brokerages adopt this?) +- Treating brokers as ends (not just revenue sources?) +- Duty to accuracy (no misleading claims?) + +**Russell (Logical Positivism):** +- Logical validity (arguments sound?) +- Empirical verifiability (claims testable?) +- Clear definitions (terms like "warranty tracking" precise?) + +**Confucius (Ren/Li):** +- Relationship harmony (broker-buyer trust enhanced?) +- Propriety (sales approach respectful?) +- Social benefit (does this improve yacht sales ecosystem?) + +**Nagarjuna (Madhyamaka):** +- Dependent origination (how does NaviDocs fit into larger system?) +- Avoiding extremes (balanced approach to automation vs manual?) +- Emptiness of claims (are market projections inherently uncertain?) + +**Zhuangzi (Daoism):** +- Natural flow (does solution feel organic to brokers?) +- Wu wei (effortless adoption vs forced change?) +- Perspective diversity (have we considered all viewpoints?) + +**IF.sam Light Side (Ethical Idealist):** +- Mission alignment (does this advance marine safety?) +- Transparency (all claims documented with sources?) +- User empowerment (brokers retain control?) + +**IF.sam Light Side (Visionary Optimist):** +- Innovation potential (is this cutting-edge?) +- Market expansion (can this grow beyond Riviera?) +- Long-term impact (10-year vision?) + +**IF.sam Light Side (Democratic Collaborator):** +- Stakeholder input (have we consulted brokers?) +- Team involvement (implementation plan includes feedback loops?) +- Open communication (findings shareable?) + +**IF.sam Light Side (Transparent Communicator):** +- Clarity (pitch deck understandable?) +- Honesty (limitations acknowledged?) +- Evidence disclosure (citations accessible?) + +**IF.sam Dark Side (Pragmatic Survivor):** +- Competitive edge (does this beat competitors?) +- Revenue potential (can this be profitable?) +- Risk management (what if Riviera says no?) + +**IF.sam Dark Side (Strategic Manipulator):** +- Persuasion effectiveness (will pitch close deal?) +- Objection handling (have we pre-empted pushback?) +- Narrative control (do we own the story?) + +**IF.sam Dark Side (Ends-Justify-Means):** +- Goal achievement (will this get NaviDocs adopted?) +- Efficiency (fastest path to deployment?) +- Sacrifice assessment (what corners can be cut?) + +**IF.sam Dark Side (Corporate Diplomat):** +- Stakeholder alignment (does this satisfy all parties?) +- Political navigation (how to handle objections?) +- Relationship preservation (no bridges burned?) + +### Step 2: Voting Criteria + +Each guardian votes on 3 dimensions: + +1. **Empirical Soundness (0-10):** Evidence quality, source verification +2. **Logical Coherence (0-10):** Internal consistency, argument validity +3. **Practical Viability (0-10):** Implementation feasibility, ROI justification + +**Approval Formula:** +- **Approve:** Average score ≥7.0 across 3 dimensions +- **Abstain:** Average score 5.0-6.9 (needs more evidence) +- **Reject:** Average score <5.0 (fundamental flaws) + +### Step 3: Consensus Calculation + +**Approval Percentage:** +``` +(Approve Votes) / (Total Guardians - Abstentions) * 100 +``` + +**Outcome Thresholds:** +- **100% Consensus:** All 20 guardians approve (gold standard) +- **>95% Supermajority:** 19/20 approve (subject to Contrarian veto) +- **>90% Strong Consensus:** 18/20 approve (standard for production) +- **<90% Weak Consensus:** Requires revision + +### Step 4: Dissent Recording + +If any guardian rejects or abstains, record: +- Guardian name +- Vote (reject/abstain) +- Reason (1-2 sentences) +- Required changes (specific requests) + +**Example Dissent:** +```json +{ + "guardian": "Fallibilism", + "vote": "abstain", + "reason": "4-week timeline lacks uncertainty bounds. No contingency if implementation slips.", + "required_changes": [ + "Add timeline variance analysis (best case, likely case, worst case)", + "Define minimum viable product if 4 weeks insufficient" + ] +} +``` + +--- + +## Evidence Quality Standards (IF.TTT) + +### Citation Schema (v1.0) + +```json +{ + "citation_id": "if://citation/navidocs-market-size-2025-11-13", + "claim": "Mediterranean yacht sales market is €2.3B annually", + "evidence_type": "market_research", + "sources": [ + { + "type": "web", + "url": "https://example.com/yacht-market-report-2024", + "accessed": "2025-11-13T10:00:00Z", + "hash": "sha256:a3b2c1d4e5f6...", + "quality": "secondary", + "credibility": 8 + }, + { + "type": "file", + "path": "intelligence/session-1/market-analysis.md", + "line_range": "45-67", + "git_commit": "abc123def456", + "quality": "primary", + "credibility": 9 + } + ], + "status": "verified", + "verification_date": "2025-11-13T12:00:00Z", + "verified_by": "if://agent/session-5/haiku-5", + "confidence_score": 0.85, + "dependencies": ["if://citation/broker-count-riviera"], + "created_by": "if://agent/session-1/haiku-1", + "created_at": 1699632000000000000, + "updated_at": 1699635600000000000, + "tags": ["market-sizing", "mediterranean", "yacht-sales"] +} +``` + +### Source Quality Tiers + +**Primary Sources (High Credibility: 8-10):** +- Direct codebase analysis (file:line references) +- Original market research (commissioned reports) +- First-hand interviews (broker testimonials) +- NaviDocs production data (actual usage metrics) + +**Secondary Sources (Medium Credibility: 5-7):** +- Industry reports (yacht brokerage associations) +- Competitor websites (pricing, features) +- Academic papers (marine documentation studies) +- Government regulations (flag registration requirements) + +**Tertiary Sources (Low Credibility: 2-4):** +- Blog posts (industry commentary) +- Forum discussions (broker pain points) +- News articles (yacht market trends) +- Social media (anecdotal evidence) + +**Unverified Claims (Credibility: 0-1):** +- Assumptions (not yet validated) +- Hypotheses (testable but untested) +- Projections (future predictions) + +### Verification Process + +**Step 1: Source Identification** +- Agent 1-4 extract claims from Sessions 1-4 +- Each claim tagged with source type + +**Step 2: Credibility Scoring** +- Agent 8 scores each source (0-10 scale) +- Primary sources: 8-10 +- Secondary sources: 5-7 +- Tertiary sources: 2-4 +- No source: 0 + +**Step 3: Multi-Source Validation** +- Claims with ≥2 sources (≥5 credibility each) → verified +- Claims with 1 source (≥8 credibility) → provisional +- Claims with 0 sources or <5 credibility → unverified + +**Step 4: Status Assignment** +- **verified:** ≥2 credible sources, no contradictions +- **provisional:** 1 credible source, needs confirmation +- **unverified:** 0 credible sources, flagged for review +- **disputed:** Contradictory sources, requires investigation +- **revoked:** Proven false, removed from dossier + +--- + +## Final Intelligence Dossier Structure + +### File: `NAVIDOCS_INTELLIGENCE_DOSSIER.md` + +```markdown +# NaviDocs Yacht Sales Intelligence Dossier +## Riviera Plaisance Opportunity Analysis + +**Generated:** 2025-11-13 +**Session ID:** if://conversation/navidocs-yacht-sales-2025-11-13 +**Guardian Approval:** [XX/20] ([YY]% consensus) +**Evidence Quality:** [ZZ]% verified claims + +--- + +## Executive Summary + +### Market Opportunity +[2-paragraph summary of Session 1 findings] +- Market size: €X.XB Mediterranean yacht sales +- Riviera broker count: XX brokerages +- Revenue potential: €XXX,XXX annually + +### Technical Solution +[2-paragraph summary of Session 2 architecture] +- NaviDocs enhancement: warranty tracking, Home Assistant integration +- Implementation timeline: 4 weeks +- Key features: expiration alerts, claim generation, offline mode + +### Business Case +[2-paragraph summary of Session 3 ROI] +- Broker savings: €8K-€33K per yacht (warranty tracking) +- Time savings: 6 hours → 20 minutes (as-built package) +- Pricing: €99-€299/month (tiered model) + +### Implementation Readiness +[2-paragraph summary of Session 4 plan] +- 4-week sprint (Nov 13 - Dec 10) +- Production-ready architecture (13 tables, 40+ APIs) +- Security fixes prioritized (5 vulnerabilities addressed) + +--- + +## Table of Contents + +1. Market Analysis (Session 1) +2. Technical Architecture (Session 2) +3. Sales Enablement Materials (Session 3) +4. Implementation Roadmap (Session 4) +5. Evidence Validation & Citations +6. Guardian Council Vote +7. Appendices + +--- + +## 1. Market Analysis + +### 1.1 Mediterranean Yacht Sales Market +[Session 1 findings with citations] + +**Market Size:** +- €2.3B annual sales (2024-2025) [Citation: if://citation/market-size-mediterranean] +- 4,500 yachts sold annually [Citation: if://citation/yacht-sales-volume] +- Average price: €500K (€300K-€5M range) [Citation: if://citation/avg-yacht-price] + +**Riviera Brokerage Landscape:** +- 120 active brokerages [Citation: if://citation/riviera-broker-count] +- 8-12 yachts per brokerage per year [Citation: if://citation/sales-per-broker] +- Documentation prep: 6 hours per sale [Citation: if://citation/doc-prep-time] + +### 1.2 Competitive Landscape +[Session 1 competitor matrix] + +**Top 5 Competitors:** +1. BoatVault - €150/month, basic document storage +2. DeckDocs - €200/month, OCR included +3. YachtArchive - €99/month, no warranty tracking +4. [... continue] + +**NaviDocs Differentiation:** +- Home Assistant integration (unique) +- Multi-jurisdiction document assembly (unique) +- Warranty expiration alerts (2/5 competitors) + +### 1.3 Broker Pain Points +[Session 1 research] + +**Documentation Challenges:** +- 6 hours manual prep per sale [Citation: if://citation/manual-prep-time] +- €8K-€33K missed warranty claims [Citation: if://citation/warranty-miss-cost] +- 9-jurisdiction complexity (flag changes) [Citation: if://citation/jurisdiction-count] + +--- + +## 2. Technical Architecture + +### 2.1 System Overview +[Session 2 architecture diagram] + +```mermaid +graph TD + A[NaviDocs Frontend] --> B[Express.js API] + B --> C[SQLite Database] + B --> D[BullMQ + Redis] + D --> E[Warranty Expiration Worker] + E --> F[IF.bus Event System] + F --> G[Home Assistant Webhook] + F --> H[Email Notification] +``` + +### 2.2 Database Schema Changes +[Session 2 migrations] + +**New Tables:** +1. `warranty_tracking` - 10 columns, 3 indexes +2. `sale_workflows` - 7 columns, 2 indexes +3. `webhooks` - 8 columns, 2 indexes +4. `notification_templates` - 6 columns + +### 2.3 API Endpoints (New) +[Session 2 API spec] + +**Warranty Tracking:** +- POST /api/warranties +- GET /api/warranties/expiring +- GET /api/boats/:id/warranties + +**Sale Workflow:** +- POST /api/sales +- POST /api/sales/:id/generate-package +- POST /api/sales/:id/transfer + +[... continue with all sections] + +--- + +## 5. Evidence Validation & Citations + +### 5.1 Evidence Quality Scorecard + +**Total Claims:** XXX +**Verified Claims:** YYY (ZZ%) +**Provisional Claims:** AA (BB%) +**Unverified Claims:** CC (DD%) + +**Average Credibility Score:** X.X / 10 + +**Source Breakdown:** +- Primary sources: XX claims +- Secondary sources: YY claims +- Tertiary sources: ZZ claims + +### 5.2 Citation Database + +[Link to session-5-citations-master.json] + +**Top 10 Critical Citations:** +1. if://citation/warranty-savings-8k-33k +2. if://citation/market-size-mediterranean +3. if://citation/doc-prep-time-6hours +4. [... continue] + +### 5.3 Unverified Claims Requiring Follow-Up + +1. "MLS integration reduces listing time by 50%" - No source yet +2. "Brokers willing to pay €299/month" - Needs pricing survey +3. [... continue] + +--- + +## 6. Guardian Council Vote + +### 6.1 Voting Summary + +**Approval:** [XX/20] ([YY]% consensus) +**Abstentions:** [AA] +**Rejections:** [BB] + +**Outcome:** [Strong Consensus / Weak Consensus / Requires Revision] + +### 6.2 Vote Breakdown by Guardian + +| Guardian | Vote | Empirical | Logical | Practical | Average | Reason | +|----------|------|-----------|---------|-----------|---------|--------| +| Empiricism | Approve | 9 | 8 | 9 | 8.7 | Market research well-sourced | +| Verificationism | Approve | 8 | 9 | 8 | 8.3 | Acceptance criteria testable | +| Fallibilism | Abstain | 7 | 7 | 6 | 6.7 | Timeline lacks uncertainty bounds | +| [... continue for all 20] | + +### 6.3 Dissent Analysis + +**Abstentions (requiring revision):** +1. **Fallibilism:** Timeline needs contingency planning + - Required change: Add best/likely/worst case estimates +2. **Nagarjuna:** Market projections assume stability + - Required change: Acknowledge economic uncertainty + +**Rejections (fundamental issues):** +- [None / List any rejections] + +### 6.4 Consensus Interpretation + +**Guardian Council Assessment:** +[2-3 paragraphs synthesizing vote results] + +If >90% approval: +> "The Guardian Council has achieved strong consensus (XX% approval) on the NaviDocs intelligence dossier. The market analysis is empirically sound, the technical architecture is logically coherent, and the implementation plan is practically viable. Dissenting voices raised valid concerns regarding [list], which have been addressed through [revisions/clarifications]." + +If <90% approval: +> "The Guardian Council requires revision before approving the dossier. Primary concerns include [list top 3 issues]. Recommend addressing [specific changes] and resubmitting for vote." + +--- + +## 7. Appendices + +### Appendix A: Session Handoff Documents +- Session 1 Handoff: intelligence/session-1/session-1-handoff.md +- Session 2 Handoff: intelligence/session-2/session-2-handoff.md +- [... continue] + +### Appendix B: Code Templates +- server/services/event-bus.service.js +- server/services/warranty.service.js +- [... continue] + +### Appendix C: Sales Collateral +- Pitch deck (PDF export) +- Demo script (annotated screenshots) +- ROI calculator (web app link) + +### Appendix D: Technical Specifications +- OpenAPI spec (api-spec.yaml) +- Database migrations (migrations/*.sql) +- Gantt chart (sprint-timeline.png) + +--- + +**Dossier Signature:** +``` +if://doc/navidocs-intelligence-dossier-2025-11-13 +Created: 2025-11-13T16:00:00Z +Guardian Approval: [XX/20] ([YY]%) +Evidence Quality: [ZZ]% verified +Signature: ed25519:[signature_bytes] +``` +``` + +--- + +## Output Format + +### Deliverable 1: Intelligence Dossier +**File:** `NAVIDOCS_INTELLIGENCE_DOSSIER.md` +**Size:** ~50-100 pages (comprehensive) +**Format:** Markdown with Mermaid diagrams, tables, citations + +### Deliverable 2: Guardian Council Vote +**File:** `session-5-guardian-vote.json` + +```json +{ + "session_id": "if://conversation/navidocs-yacht-sales-2025-11-13", + "vote_date": "2025-11-13T16:00:00Z", + "dossier": "if://doc/navidocs-intelligence-dossier", + "guardians": [ + { + "name": "Empiricism", + "vote": "approve", + "scores": {"empirical": 9, "logical": 8, "practical": 9}, + "average": 8.7, + "reason": "Market research well-sourced with ≥2 citations per claim" + }, + { + "name": "Fallibilism", + "vote": "abstain", + "scores": {"empirical": 7, "logical": 7, "practical": 6}, + "average": 6.7, + "reason": "4-week timeline lacks uncertainty bounds and contingency planning" + } + ], + "tally": { + "total_guardians": 20, + "approve": 18, + "abstain": 2, + "reject": 0, + "approval_percentage": 90.0 + }, + "outcome": "strong_consensus", + "dissent_summary": [ + "Fallibilism requests timeline variance analysis", + "Nagarjuna requests economic uncertainty acknowledgment" + ] +} +``` + +### Deliverable 3: Master Citation Database +**File:** `session-5-citations-master.json` + +```json +{ + "session_id": "if://conversation/navidocs-yacht-sales-2025-11-13", + "total_citations": 47, + "verified_citations": 42, + "provisional_citations": 3, + "unverified_citations": 2, + "citations": [ + { + "citation_id": "if://citation/warranty-savings-8k-33k", + "claim": "NaviDocs prevents €8K-€33K warranty losses per yacht", + "sources": [ + { + "type": "file", + "path": "/mnt/c/users/setup/downloads/NaviDocs-Medium-Articles.md", + "line_range": "45-67", + "quality": "primary", + "credibility": 9 + }, + { + "type": "file", + "path": "/home/setup/navidocs/docs/debates/02-yacht-management-features.md", + "line_range": "120-145", + "quality": "primary", + "credibility": 9 + } + ], + "status": "verified", + "confidence_score": 0.95 + } + ] +} +``` + +### Deliverable 4: Evidence Quality Report +**File:** `session-5-evidence-quality.md` + +```markdown +# Evidence Quality Assessment +## NaviDocs Intelligence Dossier + +**Total Claims:** 47 +**Verified:** 42 (89.4%) +**Provisional:** 3 (6.4%) +**Unverified:** 2 (4.3%) + +### Quality Breakdown + +**Primary Sources (≥8 credibility):** 32 claims +- Codebase analysis: 12 claims +- Medium articles (NaviDocs docs): 8 claims +- Architecture analysis: 7 claims +- Local research files: 5 claims + +**Secondary Sources (5-7 credibility):** 10 claims +- Industry reports: 6 claims +- Competitor websites: 4 claims + +**Tertiary Sources (2-4 credibility):** 0 claims + +**Unverified (0-1 credibility):** 5 claims +- MLS integration time savings (no source) +- Broker pricing survey (hypothesis) +- [... continue] + +### Recommendations + +1. **High Priority:** Validate 2 unverified claims before Riviera meeting +2. **Medium Priority:** Convert 3 provisional claims to verified (add 2nd source) +3. **Low Priority:** Archive tertiary sources for future reference +``` + +### Deliverable 5: Session Handoff +**File:** `session-5-handoff.md` + +```markdown +# Session 5 Handoff to Production Deployment + +## Mission Accomplished +- [x] Intelligence dossier synthesized (50 pages) +- [x] Guardian Council vote achieved (XX/20, YY% approval) +- [x] Citation database compiled (47 citations, 89% verified) +- [x] Evidence quality validated (primary sources dominate) + +## Guardian Consensus: [Strong Consensus / Requires Revision] + +**Approval:** XX/20 (YY%) +**Outcome:** [Ready for production / Needs revision] + +## Key Deliverables for Riviera Plaisance Meeting +1. Pitch deck (intelligence/session-3/session-3-pitch-deck.pdf) +2. Demo script (intelligence/session-3/session-3-demo-script.md) +3. ROI calculator (intelligence/session-3/session-3-roi-calculator.html) +4. Intelligence dossier (full backup documentation) + +## Token Consumption +- Total: XXX,XXX tokens ($X.XX) +- Session 1: 52,450 tokens ($0.86) +- Session 2: 68,200 tokens ($1.42) +- Session 3: 59,800 tokens ($1.12) +- Session 4: 61,500 tokens ($1.18) +- Session 5: XX,XXX tokens ($X.XX) +- **Total Budget Used:** $XX / $100 (XX% efficiency) + +## Evidence Quality Metrics +- Total claims: 47 +- Verified: 42 (89.4%) +- Average credibility: 8.2/10 +- IF.TTT compliance: ✅ 100% + +## Next Steps (Post-Meeting) +1. Execute Session 4 implementation plan (4-week sprint) +2. Address guardian dissent (timeline contingency, economic uncertainty) +3. Validate 2 unverified claims (MLS integration, pricing survey) +4. Deploy production environment (Week 4, Dec 8-10) + +## Blockers for Production +- [ ] Security fixes required (5 vulnerabilities from NAVIDOCS_HANDOVER.md) +- [ ] Database migrations tested (dev environment) +- [ ] Home Assistant integration validated (live webhook test) + +**Next Session Input:** Read NAVIDOCS_INTELLIGENCE_DOSSIER.md +**Focus:** 4-week development sprint execution (Session 4 plan) +``` + +--- + +## IF.TTT Compliance Checklist + +- [ ] All claims have ≥2 source citations (or flagged as unverified) +- [ ] File hashes (SHA-256) for all web sources +- [ ] Git commits (SHA-1) for codebase references +- [ ] Guardian vote recorded (20/20 votes collected) +- [ ] Dissent reasons documented +- [ ] Evidence quality scored (0-10 scale) +- [ ] Citation database validated (JSON schema) +- [ ] Unverified claims flagged for follow-up + +--- + +## Success Criteria + +**Minimum Viable Output:** +- Intelligence dossier compiled (all sessions synthesized) +- Guardian Council vote achieved (>90% approval target) +- Citation database complete (≥80% verified claims) +- Evidence quality scorecard (credibility ≥7.0 average) + +**Stretch Goals:** +- 100% Guardian consensus (all 20 approve) +- 95%+ verified claims (only 5% unverified) +- Primary sources dominate (≥70% of claims) +- Zero contradictions between sessions + +--- + +**Start Command:** Deploy to Claude Code Cloud after Sessions 1-4 complete +**End Condition:** All deliverables committed to `dannystocker/navidocs` repo under `intelligence/session-5/` diff --git a/INFRAFABRIC_INTEGRATION_PLAN.md b/INFRAFABRIC_INTEGRATION_PLAN.md new file mode 100644 index 0000000..b1e1aae --- /dev/null +++ b/INFRAFABRIC_INTEGRATION_PLAN.md @@ -0,0 +1,381 @@ +# NaviDocs × InfraFabric Integration Plan +## First Production Test Case for Multi-Agent API Integration + +**Created:** 2025-11-13 +**Purpose:** Use NaviDocs yacht sales intelligence as first real-world validation of InfraFabric's multi-agent coordination framework +**Meeting Deadline:** Riviera Plaisance presentation (hours) +**Citation:** if://plan/navidocs-infrafabric-integration-2025-11-13 + +--- + +## Executive Summary + +**Mission:** Leverage InfraFabric's multi-agent orchestration to rapidly develop yacht sales intelligence and features for NaviDocs, validating production readiness while delivering business value. + +**Timeline:** 4-6 hours intensive development sprint +**Resources:** $100 Claude Code Cloud credit + local CLI +**Approach:** S2 multi-swarm methodology (5 cloud sessions × 10 Haiku agents each) + +**Expected Outcomes:** +1. ✅ Production-validated InfraFabric API integration framework +2. ✅ Yacht sales intelligence dossier for Riviera Plaisance +3. ✅ NaviDocs feature roadmap with implementation priorities +4. ✅ Proof of multi-session cloud orchestration at scale + +--- + +## Context: Learnings from InfraFabric S2 Multi-Swarm + +### What Worked (Apply to NaviDocs) + +**From Epic V4 Intelligence Gathering:** +- ✅ **IF.search 8-pass method** - Proven for comprehensive research +- ✅ **Joe persona (Merchant-Philosopher)** - Discontinuity detection +- ✅ **IF.guard 20-voice council** - Multi-perspective validation +- ✅ **Medical-grade evidence** (≥2 sources per claim) +- ✅ **Cryptographic verification** (Ed25519, SHA-256) + +**From 14-Day Sprint (Oct 26 - Nov 9):** +- ✅ **49.3% token cost reduction** via Haiku delegation (validated) +- ✅ **Multi-session coordination** using session handoff protocols +- ✅ **Guardian Council consensus** achieved 90.1% average approval +- ✅ **IF.TTT compliance** (Traceable, Transparent, Trustworthy) + +### Architecture Patterns to Reuse + +**IF.bus (Message Bus):** +``` +Session 1 → IF.bus → Session 2 +Session 2 → IF.bus → Session 3 +Coordinator ← IF.bus ← All Sessions +``` + +**IF.swarm (Agent Orchestration):** +``` +Cloud Session (Sonnet Coordinator) +├─ Haiku Agent 1: Market research +├─ Haiku Agent 2: Competitor analysis +├─ Haiku Agent 3: Feature extraction +├─ Haiku Agent 4: Documentation review +├─ Haiku Agent 5: Code analysis +├─ Haiku Agent 6: Integration mapping +├─ Haiku Agent 7: Security audit +├─ Haiku Agent 8: UX analysis +├─ Haiku Agent 9: Deployment planning +└─ Haiku Agent 10: Evidence synthesis +``` + +**IF.optimise (Token Economics):** +- Mechanical tasks → Haiku ($0.25/M input, $1.25/M output) +- Strategic synthesis → Sonnet ($3/M input, $15/M output) +- Target: 50-70% cost reduction + +**IF.TTT (Traceability):** +- Every claim → if://citation/uuid +- File hashes (SHA-256) for all sources +- Guardian Council votes recorded +- Evidence stored in structured format + +--- + +## Phase 1: Context Gathering (COMPLETED ✅) + +**Status:** Local Haiku swarm deployed and completed + +**Findings Summary:** + +### 1. Yacht Documentation Requirements (from .claude logs) +**Source:** `/home/setup/navidocs/docs/debates/02-yacht-management-features.md` + +**Critical Legal Documents:** +- Registration certificates (provisional + final) +- Ship licenses +- Radio licenses +- Customs documentation (temporary admission) +- Flag registration papers +- Coast Guard compliance documents + +**Charter Operations Needs:** +- Flag change workflow management +- Multi-jurisdiction document assembly (UK, France, Spain, Italy, Greece, US, Canada, Australia, China) +- Crew certification tracking (expiration alerts) +- Pre-departure safety checklists +- Incident reporting system + +### 2. Warranty Tracking Requirements +**Source:** `/mnt/c/users/setup/downloads/NaviDocs-Medium-Articles.md` + +**Pain Points Identified:** +- €400K-€800K total active warranty value on typical yachts +- €8,000 warranty miss (greywater pump failure) +- €33,000 uncovered equipment discovered +- 9-jurisdiction documentation nightmare +- Warranty transfer traps during flag changes + +**NaviDocs Solution Features:** +- Warranty expiration alerts (90, 30, 14 days) +- Automatic claim package generation (2.5 hours → 15 minutes) +- Jurisdiction-aware document assembly (6 hours → 20 minutes) +- "About This Boat" vessel identity system + +### 3. Current NaviDocs Architecture +**Source:** `/home/setup/navidocs/ARCHITECTURE_INTEGRATION_ANALYSIS.md` + +**Production-Ready Foundation:** +- 13 database tables (multi-tenant ready) +- 40+ API endpoints +- Complete auth system (JWT + audit logging) +- Background workers (BullMQ + Redis) +- OCR pipeline (Tesseract + Google Vision) +- Meilisearch integration + +**Critical Gaps for Yacht Sales:** +1. ❌ No MLS/listing integration +2. ❌ No sale workflow automation +3. ❌ No expiration tracking (surveys, warranties) +4. ❌ Limited notifications +5. ❌ No collaboration features (e-signatures) + +**Integration Points Identified:** +- Webhook framework ready +- Event bus needs implementation +- Metadata fields available +- Background queue extensible +- Settings table ready + +--- + +## Phase 2: Intelligence Gathering (NEXT) + +### Objective +Apply Epic V4 methodology to gather yacht sales market intelligence for Riviera Plaisance pitch. + +### Cloud Multi-Session Architecture + +**Session 1: Market Research Coordinator** +- **Lead Agent:** Sonnet (strategic) +- **Swarm:** 10 Haiku agents +- **Mission:** Yacht sales market landscape +- **Deliverables:** + 1. Riviera yacht brokerage competitive analysis + 2. Current documentation pain points (broker perspective) + 3. Market size and opportunity (Mediterranean focus) + 4. Pricing models for yacht documentation SaaS + +**Session 2: Technical Integration Specialist** +- **Lead Agent:** Sonnet (architecture) +- **Swarm:** 10 Haiku agents +- **Mission:** NaviDocs enhancement roadmap +- **Deliverables:** + 1. Yacht sales feature specifications + 2. Integration architecture (Home Assistant, cameras, offline mode) + 3. Implementation timeline (4-week sprint breakdown) + 4. Security and compliance requirements + +**Session 3: UX/Sales Enablement** +- **Lead Agent:** Sonnet (design + sales) +- **Swarm:** 10 Haiku agents +- **Mission:** Sales pitch and demo flow +- **Deliverables:** + 1. Riviera Plaisance pitch deck (15-minute presentation) + 2. Live demo script (5-minute walkthrough) + 3. ROI calculator (warranty tracking value proposition) + 4. Objection handling playbook + +**Session 4: Implementation Planning** +- **Lead Agent:** Sonnet (project management) +- **Swarm:** 10 Haiku agents +- **Mission:** Development sprint planning +- **Deliverables:** + 1. 4-week sprint breakdown (tasks, dependencies, owners) + 2. API integration specifications + 3. Testing strategy and acceptance criteria + 4. Deployment checklist + +**Session 5: Evidence Synthesis & Guardian Validation** +- **Lead Agent:** Sonnet (guardian coordinator) +- **Swarm:** 10 Haiku agents (evidence gathering) +- **Mission:** IF.guard validation + final dossier +- **Deliverables:** + 1. Complete intelligence dossier (all sessions synthesized) + 2. Guardian Council vote (20-voice approval) + 3. Citation database (medical-grade evidence) + 4. Final presentation materials + +--- + +## Phase 3: Development Sprint (AFTER MEETING) + +### Implementation Roadmap (4 Weeks) + +**Week 1: Foundation** +- Integration framework setup +- Event bus implementation +- Webhook handlers +- Yacht sales metadata templates + +**Week 2: Core Integrations** +- Home Assistant webhook (1-2 days) +- Broker CRM sync (3-5 days) +- Cloud storage option (2-3 days) + +**Week 3: Automation** +- As-built package generator +- Expiration tracking & alerts +- MQTT integration + +**Week 4: Polish & Deploy** +- Sales demo environment +- Documentation +- Riviera Plaisance pilot program +- Production deployment + +--- + +## IF.bus Communication Protocol + +### Session-to-Session Message Format + +```json +{ + "performative": "inform", + "sender": "if://agent/session-1/coordinator", + "receiver": "if://agent/session-2/coordinator", + "conversation_id": "if://conversation/navidocs-yacht-sales-2025-11-13", + "content": { + "task": "Analyze market research findings and extract technical requirements", + "evidence": [ + "session-1/market-analysis.md:45-67", + "session-1/competitor-pricing.json" + ], + "priority": "high", + "deadline": "2025-11-13T16:00:00Z" + }, + "citation_ids": [ + "if://citation/market-research-2025-11-13" + ], + "timestamp": 1699632000000000000, + "signature": { + "algorithm": "ed25519", + "public_key": "ed25519:...", + "signature_bytes": "ed25519:..." + } +} +``` + +### Coordination Flow + +``` +Local CLI (Orchestrator) +├─ Spawns Session 1 (Cloud) +│ └─ Session 1 completes → Publishes results to GitHub +├─ Spawns Session 2 (Cloud) +│ └─ Reads Session 1 output from GitHub +│ └─ Session 2 completes → Publishes results +├─ Spawns Session 3 (Cloud) +│ └─ Reads Sessions 1+2 outputs +│ └─ Session 3 completes +├─ Spawns Session 4 (Cloud) +│ └─ Reads Sessions 1+2+3 outputs +│ └─ Session 4 completes +└─ Spawns Session 5 (Cloud) + └─ Reads all session outputs + └─ Synthesizes final dossier + └─ Guardian Council validation +``` + +**Storage:** GitHub repo acts as shared state (append-only log) + +--- + +## Token Budget Allocation + +**Total Budget:** $100 Claude Code Cloud credit + +**Session Breakdown:** +- Session 1 (Market): $15 (7.5K Sonnet + 50K Haiku) +- Session 2 (Technical): $20 (10K Sonnet + 60K Haiku) +- Session 3 (UX/Sales): $15 (7.5K Sonnet + 50K Haiku) +- Session 4 (Planning): $15 (7.5K Sonnet + 50K Haiku) +- Session 5 (Synthesis): $25 (15K Sonnet + 60K Haiku) +- **Buffer:** $10 (contingency for iterations) + +**Total Projected:** $90 ($10 under budget) + +**Efficiency Targets:** +- 50-70% Haiku delegation (learned from 14-day sprint) +- Avoid redundant research (sessions share findings via GitHub) +- Parallel execution where possible (Sessions 1-4 can run concurrently) + +--- + +## Success Criteria + +### Immediate (Meeting Delivery) +- [ ] Riviera Plaisance pitch deck ready (15 minutes) +- [ ] Live demo script prepared (5 minutes) +- [ ] ROI calculator showing warranty tracking value +- [ ] Yacht sales feature roadmap (visual timeline) + +### Short-Term (4 Weeks) +- [ ] NaviDocs GitHub repo updated with yacht sales features +- [ ] Integration framework implemented +- [ ] Warranty tracking + expiration alerts functional +- [ ] Home Assistant integration working +- [ ] Sales demo environment deployed + +### Long-Term (Validation of InfraFabric) +- [ ] Multi-session cloud orchestration proven at scale +- [ ] IF.bus communication protocol validated +- [ ] Token efficiency targets met (50-70% reduction) +- [ ] Guardian Council consensus maintained (>90%) +- [ ] Medical-grade evidence standard achieved (≥2 sources/claim) + +--- + +## Risk Mitigation + +**Risk 1: Session coordination failures** +- Mitigation: GitHub as shared state (append-only log) +- Fallback: Local CLI can resume any failed session + +**Risk 2: Token budget overrun** +- Mitigation: Real-time cost tracking per session +- Fallback: Switch to Haiku-only mode if approaching limit + +**Risk 3: Meeting deadline miss** +- Mitigation: Session 3 (UX/Sales) prioritized first +- Fallback: Manual synthesis if Sessions 1-2 delay + +**Risk 4: Integration complexity underestimated** +- Mitigation: Session 2 includes detailed technical specs +- Fallback: Phased rollout (MVP first, advanced features later) + +--- + +## Next Steps + +### Immediate Actions (Next 30 Minutes) +1. ✅ Push NaviDocs to GitHub (enable cloud access) +2. ✅ Create session handoff templates +3. ✅ Prepare cloud agent starter prompts (5 sessions) +4. ⚡ Deploy Session 1 (Market Research) to Claude Code Cloud + +### Pre-Meeting Actions (Next 4 Hours) +1. Run all 5 cloud sessions in parallel +2. Synthesize findings into pitch deck +3. Prepare live demo script +4. Generate ROI calculator + +### Post-Meeting Actions (Next 4 Weeks) +1. Execute development sprint +2. Deploy yacht sales features +3. Launch Riviera Plaisance pilot +4. Document InfraFabric validation results + +--- + +**Citation:** if://plan/navidocs-infrafabric-integration-2025-11-13 +**Status:** Phase 1 complete, Phase 2 ready to launch +**Updated:** 2025-11-13 +**Next Review:** Post-meeting debrief