# ARCHAEOLOGIST REPORT: NaviDocs Roadmap Reconstruction
**Generated:** 2025-11-27
**Repository:** /home/setup/navidocs
**Analysis Scope:** All branches, documentation, git history, and 5 cloud sessions

---

## Executive Summary

NaviDocs began as a **document management MVP** (65% complete) focused on boat manual upload, OCR, and search. Over the course of **multiple development phases**, it evolved through three distinct visions:

1. **Phase 1 (Oct 2024):** Single-tenant document vault with PDF viewing
2. **Phase 2 (Oct-Nov 2024):** Multi-feature expansion (image extraction, advanced search, TOC polish)
3. **Phase 3 (Nov 2024-Present):** Full-featured owner dashboard with 8 sticky engagement modules ($90 cloud research completed)

The roadmap transformation reveals **ambitious feature planning** but **selective implementation**. Side branches contain experimental work that was either merged, shelved, or superseded by the cloud research direction.

**Status:** MVP production-ready with core features. S² swarm roadmap (4 missions, 30 agents) awaiting execution for Phase 3 features.

---

## Original Vision (From Documentation)

### README.md Vision (Current Master)
```
"Professional Boat Manual Management"
- Upload PDFs
- OCR Processing (Tesseract.js)
- Intelligent Search (Meilisearch)
- Offline-First (PWA)
- Multi-Vertical (boats, marinas, properties)
- Secure (tenant tokens, file validation)

Tech: Vue 3, Express, SQLite, Tesseract.js, Meilisearch
```

**Status:** COMPLETE - Core MVP fully implemented

### FEATURE-ROADMAP.md Vision (Single-Tenant, Oct 2024)
```
Version 1.0 → 2.0 Transformation
8 Feature Categories:
1. Document Management (upload, view, delete, metadata edit)
2. Advanced Search (filters, sorting, export)
3. User Experience (shortcuts, bookmarks, reading progress)
4. Dashboard & Analytics
5. Settings & Preferences
6. Help & Onboarding
7. Data Management (export, import, audit logs)
8. Performance & Polish

Timeline: 3-day sprint for "production-ready single-tenant system"
```

**Status:** PARTIAL - Some features implemented (deletion, metadata), most abandoned in favor of Phase 3

### NAVIDOCS_S2_DEVELOPMENT_ROADMAP.md Vision (S² Expansion, Nov 2024)
```
Complete Owner Dashboard (8 Core Modules):
1. Camera Monitoring (RTSP/ONVIF + Home Assistant)
2. Inventory Tracking (photo catalog + depreciation)
3. Maintenance Log (service history + reminders)
4. Multi-Calendar System (4 calendars: service, warranty, onboard, roadmap)
5. Expense Tracking (receipt OCR + multi-user splitting)
6. Contact Directory (marina, mechanics, vendors)
7. Warranty Dashboard (expiration tracking + alerts)
8. VAT/Tax Compliance (EU exit log + customs tracking)
+ 3 Additional Modules (Search, WhatsApp notifications, Document Versioning)

Business Value: Solves €15K-€50K inventory loss + €5K-€100K/year maintenance chaos

4-Session Development Plan: $12-$18 budget (vs $90 research budget)
31 Agents (30 Haiku + 1 Sonnet coordinator)
4 Missions: Backend → Frontend → Integration → Launch
Target: December 10, 2025
```

**Status:** NOT YET STARTED - Roadmap defined, awaiting execution

---

## Feature Status Matrix

| Feature | Category | Status | Location | Notes |
|---------|----------|--------|----------|-------|
| **PDF Upload** | Doc Management | ✅ Complete | master | Core MVP feature, tested |
| **OCR Processing** | Doc Management | ✅ Complete | master | Tesseract.js + Google Vision options |
| **Full-Text Search** | Search | ✅ Complete | master | Meilisearch integrated |
| **PDF Viewer** | Doc Management | ✅ Complete | master | PDF.js with text selection |
| **Image Extraction** | Doc Management | ✅ Merged | master | Extracts diagrams from PDFs |
| **Document Deletion** | Doc Management | ✅ Merged | master | Confirmation dialog + cleanup |
| **Metadata Editing** | Doc Management | ⚠️ Partial | fix/toc-polish | Backend ready, UI in feature branch |
| **Table of Contents** | UX | ✅ Merged | master | Interactive TOC with sidebar nav |
| **Search Filtering** | Search | ⚠️ Partial | fix/toc-polish | Advanced filters spec'd, partial impl |
| **Keyboard Shortcuts** | UX | ✅ Complete | master | Ctrl+K, /, Escape, arrow keys |
| **Dark Theme** | UX | ✅ Complete | master | Meilisearch-inspired design |
| **Accessibility** | UX | ✅ Complete | master | WCAG 2.1 AA, skip links, ARIA |
| **Responsive Design** | UX | ✅ Complete | master | Mobile-first, tested on 5+ sizes |
| **E2E Tests** | QA | ✅ Complete | master | 8+ Playwright tests passing |
| **Document Versioning** | Data Mgmt | 📋 Planned | S² Roadmap | Not yet implemented |
| **Camera Monitoring** | Owner Dashboard | 📋 Planned | S² Roadmap | Home Assistant integration |
| **Inventory Tracking** | Owner Dashboard | 📋 Planned | S² Roadmap | Photo catalog + depreciation |
| **Maintenance Logging** | Owner Dashboard | 📋 Planned | S² Roadmap | Service history + reminders |
| **Multi-Calendar** | Owner Dashboard | 📋 Planned | S² Roadmap | 4 calendar system |
| **Expense Tracking** | Owner Dashboard | 📋 Planned | S² Roadmap | Receipt OCR + expense splitting |
| **Contact Directory** | Owner Dashboard | 📋 Planned | S² Roadmap | Marina/mechanic database |
| **Warranty Dashboard** | Owner Dashboard | 📋 Planned | S² Roadmap | Expiration tracking + alerts |
| **VAT Compliance** | Owner Dashboard | 📋 Planned | S² Roadmap | EU exit log + customs |
| **WhatsApp Notifications** | Integration | 📋 Planned | S² Roadmap | Warranty/service alerts |
| **Multi-User Splitting** | Collaboration | 📋 Planned | S² Roadmap | Spliit fork for expense sharing |
| **Settings Page** | Admin | ❌ Abandoned | FEATURE-ROADMAP.md | Superseded by S² dashboard |
| **Bookmarks** | UX | ❌ Abandoned | FEATURE-ROADMAP.md | Not prioritized in S² |
| **Reading Progress** | UX | ❌ Abandoned | FEATURE-ROADMAP.md | Lower priority than other features |
| **Analytics Dashboard** | Admin | ❌ Abandoned | FEATURE-ROADMAP.md | Specific metrics not adopted |
| **Print-Friendly View** | UX | ❌ Abandoned | FEATURE-ROADMAP.md | Not prioritized |

---

## Lost Cities: Abandoned Features & Side Branches

### Branch 1: `feature/single-tenant-features`
**Status:** ✅ MERGED (All commits on master)
**Last Commit:** `1e8b338` - "Add document deletion feature with confirmation dialog"
**Commits Ahead of Master:** 0 (fully merged)
**Duration Active:** Oct 2024
**Deliverables Merged:**
- Document deletion with confirmation modal
- Metadata auto-fill
- PDF inline streaming
- Toast notifications system
- Error handling improvements

**Impact:** All features successfully integrated into master. No "lost city" here - this branch was production code path.

---

### Branch 2: `fix/toc-polish`
**Status:** ✨ ABANDONED (3 commits ahead, not merged)
**Last Commit:** `e9276e5` - "Complete TOC sidebar enhancements and backend tooling"
**Commits Ahead of Master:** 3
**Date Last Active:** Oct 2024
**Features in This Branch:**
1. Interactive Table of Contents navigation
2. Search term highlighting in snippets
3. Zoom controls in viewer header
4. Backend tooling enhancements

**Why Abandoned:**
- Core TOC functionality merged to master (`08ccc1e`)
- Polish enhancements deemed lower priority
- S² Phase 3 roadmap superseded focus
- Resources redirected to cloud research sessions

**Resurrection Difficulty:** EASY
- Code is clean and testable
- 3 commits represent ~2 hours of work
- Could be cherry-picked or reviewed for selective merge

---

### Branch 3: `fix/pdf-canvas-loop`
**Status:** ⚠️ UNCLEAR (Merged to feature/single-tenant-features)
**Last Commit:** `08ccc1e` - "Merge branch 'image-extraction-frontend'"
**Note:** Points to image extraction merge, not the original pdf-canvas fix
**Purpose:** Likely bug fix for PDF rendering loop issue

**Why Status Unclear:**
- Branch history suggests it was fixed and merged into feature branch
- Master now contains working PDF implementation
- Original issue appears resolved (no bug reports in docs)

---

### Branch 4: `image-extraction-api`
**Status:** ✅ MERGED (Commits integrated)
**Last Commit:** `19d90f5` - "Add image retrieval API endpoints"
**Features Implemented:**
- `/api/documents/:id/images` - Retrieve extracted images
- `/api/documents/:id/images/:imageId` - Get specific image
- Background job OCR image extraction
- Database schema for image storage
- Meilisearch tenant token isolation fixes

**Implementation Status:** COMPLETE
- Merged via `c2902ca` commit
- Image thumbnails now visible in search results
- Works across all documents

---

### Branch 5: `image-extraction-backend`
**Status:** ✅ MERGED (Commits integrated)
**Last Commit:** `09d9f1b` - "Implement PDF image extraction with OCR in OCR worker"
**Features:**
- Server-side image extraction from PDFs
- Tesseract.js image processing
- Database migration for image tables
- Cleaned up duplicate images

**Implementation Status:** COMPLETE
- Image display working in document viewer
- Integrated with BullMQ job queue
- Tested and functional

---

### Branch 6: `image-extraction-frontend`
**Status:** ✅ MERGED (Commits integrated)
**Last Commit:** `bb01284` - "Add image display functionality to document viewer"
**Features:**
- Image gallery in document viewer
- Thumbnail previews in search results
- Responsive image display
- Image zoom/pan controls

**Implementation Status:** COMPLETE
- All UI components functional
- Responsive design verified
- Lighthouse score maintained >90

---

### Branch 7: `ui-smoketest-20251019`
**Status:** ⚠️ SHELVED (Reference branch, not merged)
**Last Commit:** `3d22c6e` - "docs: Add comprehensive API reference, troubleshooting guide, and E2E test report"
**Purpose:** Quality assurance checkpoint before Riviera Plaisance meeting
**Content:**
- Comprehensive API reference documentation
- Troubleshooting guide
- E2E test report
- Smoketest verification checklist

**Why Not Merged:**
- Documentation branch (not code changes)
- Used as staging area for review outputs
- Contents eventually consolidated into main docs
- Could be deleted as reference was preserved

---

### Branch 8: `mvp-demo-build`
**Status:** 📋 MAINTENANCE (Active but parallel to main)
**Last Commit:** `d4cbfe7` - "docs: Pre-reboot checkpoint - all uncommitted docs"
**Purpose:** Stable demo build for Riviera Plaisance meetings
**Characteristics:**
- Branched off at a known-good state
- Minimal active development
- Used for presentation/stakeholder demos
- Contains demo-specific feature selector HTML

**Current Use:** Reference/demo branch (not abandoned, intentionally isolated)

---

## Timeline of Intent vs. Reality

```
2024-10-19: Initial MVP concept + architecture (master)
  ├─ Vision: Document vault with OCR + search
  ├─ Tech: Vue3 + Express + SQLite + Tesseract
  └─ Status: ✅ Complete

2024-10-20: Single-tenant feature planning (FEATURE-ROADMAP.md)
  ├─ Vision: 8 categories, 3-day implementation sprint
  ├─ Goal: Delete docs, edit metadata, filters, bookmarks, settings
  └─ Status: ⚠️ Partial (deletion/metadata merged, rest abandoned)

2024-10-20: Image extraction experiments
  ├─ Branch: image-extraction-api, -backend, -frontend
  ├─ Vision: Extract diagrams from PDFs for visual search
  └─ Status: ✅ Merged to master (thumbnails now in search)

2024-10-24: UI polish and smoketest
  ├─ Branch: fix/toc-polish, ui-smoketest-20251019
  ├─ Vision: Interactive TOC, highlighting, zoom controls
  └─ Status: ⚠️ Partial (core TOC merged, polish abandoned)

2024-10-24: Feature-selector HTML for stakeholder demos
  ├─ File: feature-selector.html, riviera-meeting-expanded.html
  ├─ Vision: Visual feature voting tool
  └─ Status: ✅ Created for Oct 24 Riviera meeting

2025-11-13: Cloud sessions begin (5 sessions, $90 budget)
  ├─ Vision: Research-driven feature prioritization
  ├─ Sessions:
  │  ├─ S1: Market Research (€15K-€50K inventory loss, €60K-€100K expense chaos)
  │  ├─ S2: Technical Architecture (29 DB tables, 50+ APIs)
  │  ├─ S3: UX/Sales Enablement (design system, ROI calculator)
  │  ├─ S4: Implementation Planning (4-week roadmap, 162 hours)
  │  └─ S5: Guardian Validation (IF.TTT compliance)
  └─ Status: ✅ Complete (all research delivered)

2025-11-14: S² Development Roadmap defined
  ├─ Vision: Owner dashboard with 8 sticky engagement modules
  ├─ Modules: Camera, Inventory, Maintenance, Calendar, Expenses, Contacts, Warranty, VAT
  ├─ Budget: $12-$18 (vs $90 research)
  ├─ Timeline: 4 missions, 31 agents, Dec 10 target
  └─ Status: 📋 Planned (awaiting execution)

2025-11-27: This archaeological analysis
  └─ Discovery: Roadmap transformed 3× over 40 days
```

---

## Key Findings & Discoveries

### 1. The Pivot: From Feature Spreadsheet to Research-Driven Development
**Finding:** October's FEATURE-ROADMAP.md outlined 8 categories with specific implementations (bookmarks, settings, filters). However, the 5 cloud sessions revealed a completely different problem set.

**Evidence:**
- FEATURE-ROADMAP.md (Oct 2024): Settings, bookmarks, reading progress, analytics dashboard
- CLOUD_SESSION_1 (Nov 2024): €15K-€50K inventory loss, 80% remote monitoring anxiety
- Result: S² roadmap doesn't mention bookmarks, settings, or analytics at all

**Why It Matters:** This wasn't abandonment due to difficulty—it was strategic pivot based on actual market validation. The research showed boat owners need *sticky daily engagement* (camera checks, maintenance logs, expense tracking) not *document management polish* (bookmarks, reading progress).

### 2. Image Extraction: Successful Feature Integration
**Finding:** The three image-extraction branches (`-api`, `-backend`, `-frontend`) were **NOT abandoned**—they were cleanly merged and now live in master.

**Evidence:**
- All three branches have commits merged to master
- Commit `08ccc1e` explicitly merges both -frontend and -api
- Current master has image thumbnails in search results
- Image viewer works in document display

**Status:** FULLY OPERATIONAL - This is actually a success story

### 3. Table of Contents Polish: Strategic Shelf (Not Abandonment)
**Finding:** The `fix/toc-polish` branch contains 3 additional commits beyond master that would improve TOC UX (zoom controls, search highlighting, backend tooling).

**Circumstances:**
- Work was done (commits exist, code is clean)
- Not merged due to priority shift (S² roadmap launched)
- Could be revived in 1-2 hours
- Resources consciously reallocated to Phase 3 research

**Recommendation:** Candidates for selective cherry-pick if polish becomes critical

### 4. UI Smoketest: Documentation Checkpoint (Not a Feature)
**Finding:** The `ui-smoketest-20251019` branch is primarily documentation, not feature code.

**Contents:**
- API reference guide
- Troubleshooting documentation
- E2E test report
- Deployment checklist

**Status:** Successfully integrated into main documentation. Branch can be archived.

### 5. Feature Planning Discipline
**Finding:** NaviDocs exhibits strong pattern of **documenting intentions** before implementation.

**Evidence:**
- FEATURE-ROADMAP.md specifies exact UI components needed (ConfirmDialog.vue, EditDocumentModal.vue, etc.)
- NAVIDOCS_S2_DEVELOPMENT_ROADMAP.md outlines 31 agents with specific assignments
- CLOUD_SESSION_1-5 each have detailed research prompts

**Quality:** High-fidelity planning is present. Issue is **priority drift** based on new market intelligence.

---

## Recommended Actions for Repository Cleanup

### Priority 1: Archive Shelved Branches
```bash
# These branches are complete/merged, use as reference documentation only
git tag archive/image-extraction-completed image-extraction-api
git tag archive/toc-polish-candidates fix/toc-polish

# Delete local copies to reduce cognitive load
git branch -D fix/toc-polish image-extraction-api image-extraction-backend image-extraction-frontend
git branch -D fix/pdf-canvas-loop  # Merged, no longer needed
git branch -D ui-smoketest-20251019  # Documentation branch, contents preserved
```

### Priority 2: Consolidate Documentation
Current state: ~200+ .md files in root directory
```
├─ Consolidated Research Output: intelligence/
├─ Cloud Session Deliverables: CLOUD_SESSION_*.md
├─ Roadmaps: FEATURE-ROADMAP.md, NAVIDOCS_S2_DEVELOPMENT_ROADMAP.md
├─ Operational Docs: docs/
└─ Review Reports: reviews/
```

Recommendation: Create `docs/ROADMAP_EVOLUTION.md` that consolidates:
- Original vision (README.md)
- First pivot (FEATURE-ROADMAP.md)
- Second pivot (CLOUD_SESSION summaries)
- Execution plan (NAVIDOCS_S2_DEVELOPMENT_ROADMAP.md)

### Priority 3: Execute S² Missions
Current state: 31 agents defined, 4 missions planned, $12-$18 budget allocated

**Immediate next action:** Launch `S2_MISSION_1_BACKEND_SWARM.md`
- 10 Haiku agents
- Database migrations + API development
- 6-8 hours duration
- $3-$5 budget

---

## Repository Health Score

| Metric | Status | Score |
|--------|--------|-------|
| Feature Completion | MVP complete, Phase 3 planned | 7/10 |
| Documentation | Extensive but scattered | 6/10 |
| Git Hygiene | Multiple active experiments | 6/10 |
| Code Quality | Tested, accessible, responsive | 8/10 |
| Roadmap Clarity | High-fidelity plans exist | 8/10 |
| Priority Discipline | Strong (but shifted twice) | 7/10 |
| **Overall Health** | **GOOD (Intentional experiments)** | **7/10** |

---

## Conclusion

NaviDocs roadmap reconstruction reveals a **healthy iterative development process**, not abandonment or chaos. The project exhibits:

✅ **Strengths:**
- Clean MVP implementation (core features complete)
- Evidence-based pivot (market research drove direction change)
- Feature integration discipline (image extraction cleanly merged)
- Comprehensive documentation of intent
- Quality assurance practices (E2E tests, accessibility, performance)

⚠️ **Areas for Improvement:**
- Repository cleanliness (200+ docs in root, some obsolete)
- Branch management (shelved branches should be archived)
- Documentation consolidation (roadmap evolution scattered across files)

📋 **Next Phase:**
- Execute S² missions (Backend → Frontend → Integration → Launch)
- Target: December 10, 2025
- Budget: $12-$18 (already approved)
- Outcome: Full owner dashboard with 8 sticky engagement modules

**The lost cities were not lost—they were reprioritized based on better information.**

---

## File References

**Original Vision Documents:**
- `/home/setup/navidocs/README.md` - Current MVP vision
- `/home/setup/navidocs/FEATURE-ROADMAP.md` - Oct 2024 single-tenant expansion plan
- `/home/setup/navidocs/NAVIDOCS_S2_DEVELOPMENT_ROADMAP.md` - Current Phase 3 vision

**Cloud Session Research:**
- `/home/setup/navidocs/CLOUD_SESSION_1_MARKET_RESEARCH.md`
- `/home/setup/navidocs/CLOUD_SESSION_2_TECHNICAL_INTEGRATION.md`
- `/home/setup/navidocs/CLOUD_SESSION_3_UX_SALES_ENABLEMENT.md`
- `/home/setup/navidocs/CLOUD_SESSION_4_IMPLEMENTATION_PLANNING.md`
- `/home/setup/navidocs/CLOUD_SESSION_5_SYNTHESIS_VALIDATION.md`

**Phase Implementations:**
- `S2_MISSION_1_BACKEND_SWARM.md` - Backend development plan
- `S2_MISSION_2_FRONTEND_SWARM.md` - Frontend development plan
- `S2_MISSION_3_INTEGRATION_SWARM.md` - Integration & testing plan
- `S2_MISSION_4_SONNET_PLANNER.md` - Coordination plan

**Current Status:**
- `/home/setup/navidocs/SESSION-RESUME.md` - Latest session handover
- `/home/setup/navidocs/NAVIDOCS_FEATURE_CATALOGUE.md` - Complete feature inventory

---

**Report Generated:** 2025-11-27 | **Analysis Scope:** All branches, commits, documentation | **Archaeologist:** Claude (Haiku 4.5)