# NaviDocs Document Library Navigation & Organization - Multi-Stakeholder Debate **Date:** 2025-10-23 **Reference Case:** Liliane1 Archive (29 files, 9 categories) **Participants:** 6 stakeholder perspectives **Duration:** 120 minutes (20 min per stakeholder + synthesis) **Goal:** Define navigation, organization, and information architecture for document library --- ## Context: The Liliane1 Archive **Real-World Dataset:** - **Total Files:** 29 documents - **File Types:** PDFs (manuals, contracts, invoices), Images (photos, scanned receipts), Spreadsheets (delivery logs, expense tracking) - **Document Categories:** 9 distinct categories - Insurance & Registration (3 files - **essential**) - Owner's Manual (1 file - 400+ pages) - Systems Manuals (8 files - engine, electrical, navigation) - Service Records (6 files - maintenance logs, invoices) - Purchase Documents (4 files - contracts, delivery docs) - Safety Equipment (2 files - life raft, EPIRB) - Warranties & Receipts (3 files - component warranties) - Inspection Reports (1 file - survey report) - Photos & Media (1 file - boat condition photos) **Current Pain Points:** - No visual hierarchy - essential docs (insurance) buried among photos - Search is the ONLY navigation method (no browsing by category) - PDFs, images, and spreadsheets displayed identically - No "quick access" for frequently needed docs (engine manual) - Documents fit multiple categories (engine warranty = warranty + service + purchase) --- ## Debate Structure Each stakeholder will present their ideal navigation model based on their mental model and access patterns. The goal is to synthesize a unified navigation system that serves all user types. --- ## Stakeholder 1: Boat Owner (Casual User) **Profile:** Owns Liliane1, uses app 2-3 times per month, not tech-savvy, prioritizes simplicity ### Mental Model "I think of my boat like a house. I have important papers (insurance, registration), manuals for stuff (engine, electronics), and receipts for things I bought. When something breaks, I need the manual FAST." ### Navigation Preferences **1. Dashboard with "Essential Documents" Pinned** ``` ┌─────────────────────────────────────┐ │ LILIANE1 - Document Library │ ├─────────────────────────────────────┤ │ 📌 ESSENTIAL DOCUMENTS │ │ ├─ Insurance Policy (exp: 2025-12) │ │ ├─ Registration (exp: 2026-03) │ │ └─ Safety Certificate │ ├─────────────────────────────────────┤ │ 🔍 Search all documents... │ ├─────────────────────────────────────┤ │ 📂 Browse by Category │ │ ├─ Manuals & Guides (9) │ │ ├─ Service Records (6) │ │ ├─ Warranties & Receipts (3) │ │ ├─ Purchase Documents (4) │ │ └─ Photos & Media (1) │ └─────────────────────────────────────┘ ``` **2. Category-Based Browsing (Not Folder Hierarchy)** - "I don't want nested folders. Too confusing." - "Categories should match how I think: Manuals, Receipts, Service History" - "Don't make me remember if the engine manual is in 'Propulsion' or 'Maintenance' - just show me all manuals" **3. Visual Indicators for Importance** - Pin icon for essential docs - Red badge for expiring docs (insurance expires in 30 days) - Star icon for frequently accessed (engine manual) **4. Role-Specific Dashboard** - "When I open the app, show me what MATTERS TO ME:" - Expiring insurance/registration - Upcoming maintenance (from service logs) - Recently uploaded docs - "Captain can have a different dashboard - he cares about manuals, I care about insurance" ### Pain Points with Current Systems - "I uploaded 29 files. Now what? Just a big list?" - "I searched for 'insurance' - got 3 results. Which one is the current policy?" - "I need the engine manual. Do I search 'engine' or 'Volvo' or 'propulsion'? Too hard." - "My wife asked for the purchase contract. I have no idea which file that is." ### Feature Requests - [ ] **Essential docs section** at top of library (owner can pin 3-5 critical docs) - [ ] **Visual badges** (Expiring soon, Frequently accessed, Recently added) - [ ] **"Owner Dashboard"** showing status of essential docs - [ ] **Category browsing** (flat categories, no nested folders) - [ ] **Smart suggestions** ("Based on your search for 'engine', you might want: Engine Manual, Engine Warranty") ### Quote > "I don't want to organize documents. I want the app to organize them for me. Show me what's important, and get out of my way." --- ## Stakeholder 2: Yacht Captain (Power User) **Profile:** Uses app daily, needs instant access to manuals during emergencies, works offline 50% of the time ### Mental Model "I organize by SYSTEM (electrical, plumbing, navigation) and by URGENCY (emergency procedures vs reference manuals). When a bilge alarm goes off at 2 AM, I need the bilge manual in 10 seconds, not 10 minutes." ### Navigation Preferences **1. System-Based Navigation (Primary)** ``` ┌─────────────────────────────────────┐ │ LILIANE1 - Captain View │ ├─────────────────────────────────────┤ │ ⚡ BY SYSTEM │ │ ├─ 🔌 Electrical (3 docs) │ │ │ ├─ Shore Power Manual │ │ │ ├─ Battery System Guide │ │ │ └─ Generator Manual │ │ ├─ 🚰 Plumbing (2 docs) │ │ │ ├─ Fresh Water System │ │ │ └─ Bilge Pump Manual │ │ ├─ 🧭 Navigation (4 docs) │ │ │ ├─ Chartplotter Manual │ │ │ ├─ Radar Manual │ │ │ ├─ Autopilot Manual │ │ │ └─ VHF Radio Manual │ │ ├─ ⚙️ Propulsion (2 docs) │ │ │ ├─ Volvo D4-300 Engine Manual │ │ │ └─ Transmission Manual │ │ └─ 🛡️ Safety (2 docs) │ │ ├─ Life Raft Service Manual │ │ └─ EPIRB Registration │ ├─────────────────────────────────────┤ │ 🚨 QUICK ACCESS (Offline Cached) │ │ ├─ Emergency Procedures (Owner Man) │ │ ├─ Bilge Troubleshooting │ │ └─ Engine Diagnostics │ └─────────────────────────────────────┘ ``` **2. Quick Access Patterns** - "Bookmark critical pages within manuals (e.g., Owner's Manual page 87: Bilge Alarm)" - "Pre-cache entire manuals for offline use (no cell signal at dock)" - "Recently viewed docs at top (I looked at the engine manual yesterday, will probably need it again today)" **3. Multi-Category Tagging** - "Engine manual is BOTH Propulsion AND Maintenance. Don't make me choose." - "Service invoice for bilge pump is Service Record AND Plumbing. Show it in both places." **4. Search with Context** - "Search 'bilge' should prioritize troubleshooting sections, not warranty receipts" - "Show me the PAGE NUMBER where the match is (Owner's Manual p. 87), not just the document" ### Pain Points with Current Systems - "Search returned 8 results for 'battery'. I need the MANUAL, not the warranty receipt or purchase invoice. Why can't it guess?" - "I bookmarked a page in the engine manual on my phone. Now I'm on my tablet - bookmark is gone." - "No cell signal at the dock. App says 'Loading...' - useless." - "I know the bilge alarm procedure is on page 87 of the owner's manual. Search doesn't show page numbers." ### Feature Requests - [ ] **System-based category filters** (primary navigation for captains) - [ ] **Offline mode** with manual pre-caching (entire docs, not just search index) - [ ] **Bookmarks synced across devices** (bookmark page 87 on phone, see it on tablet) - [ ] **Page-level search results** ("Owner's Manual, p. 87: Bilge Alarm Troubleshooting") - [ ] **Recently viewed** section (last 5 docs, auto-sorted by timestamp) - [ ] **Quick access sidebar** (drag any doc to sidebar for instant access) - [ ] **Multi-category tagging** (one doc can appear in multiple category views) ### Quote > "When the bilge alarm goes off, I don't have time to navigate folders. Give me a search bar, a system filter, and offline access. That's all I need." --- ## Stakeholder 3: UX Designer (User Advocate) **Profile:** Expert in information architecture, accessibility, and cognitive load reduction ### Mental Model "Users don't organize documents - they FIND documents. Navigation should match user intent: 'I need X because Y is happening.' The interface should predict intent and reduce clicks." ### Navigation Principles **1. Progressive Disclosure (Don't Overwhelm)** ``` Level 1: High-level categories (3-5 options max) ├─ Manuals & Guides ├─ Insurance & Compliance └─ Service & Maintenance Level 2: Sub-categories (within each top-level) Manuals & Guides: ├─ Owner's Manual ├─ Systems (Electrical, Plumbing, etc.) └─ Component Manuals (Engine, Generator, etc.) Level 3: Individual documents └─ Volvo D4-300 Engine Manual (PDF, 248 pages) ``` **2. Multiple Entry Points (Users Think Differently)** - **By Category:** Insurance, Manuals, Service Records - **By System:** Electrical, Plumbing, Navigation - **By Date:** Recently added, Recently viewed, Oldest first - **By Importance:** Essential, Frequently accessed, Archived - **By File Type:** PDFs, Images, Spreadsheets **3. Visual Hierarchy (Importance-Based Layout)** ``` ┌──────────────────────────────────────────┐ │ 🟥 NEEDS ATTENTION │ │ ├─ Insurance expires in 15 days │ │ └─ Engine service overdue (2 weeks) │ ├──────────────────────────────────────────┤ │ 📌 ESSENTIAL DOCUMENTS │ │ ├─ [PDF] Insurance Policy │ │ ├─ [PDF] Registration │ │ └─ [PDF] Safety Certificate │ ├──────────────────────────────────────────┤ │ ⭐ FREQUENTLY ACCESSED │ │ ├─ [PDF] Engine Manual (opened 12x) │ │ ├─ [PDF] Owner's Manual (opened 8x) │ │ └─ [XLS] Expense Tracking │ ├──────────────────────────────────────────┤ │ 📁 ALL DOCUMENTS (29) │ │ ├─ View by Category │ │ ├─ View by System │ │ └─ View by Date │ └──────────────────────────────────────────┘ ``` **4. File Type-Specific Display** - **PDFs:** Thumbnail of first page + page count - **Images:** Full thumbnail preview + dimensions - **Spreadsheets:** Grid icon + row/column count - **Multi-page PDFs:** Carousel preview (first 3 pages) **5. Smart Filters (Not Manual Tags)** - "Auto-detect document type from OCR content (invoice → Service Records)" - "Auto-suggest system tags (mentions 'bilge' → Plumbing tag)" - "Learn from user behavior (user always opens engine manual after searching 'Volvo' → suggest it first)" ### Pain Points with Generic File Browsers - "Dropbox/Google Drive treat all files the same. A 400-page manual should not look like a 1-page receipt." - "No visual hierarchy - important docs buried in chronological list" - "Search is keyword-only. Users search with natural language: 'how do I fix the bilge' not 'bilge manual'" - "No role-based views - boat owner sees same interface as captain (different mental models)" ### Feature Requests - [ ] **Importance-based sorting** (essential → frequently accessed → recent → archived) - [ ] **File type-specific previews** (PDFs show page 1 thumbnail, images show full preview) - [ ] **Multiple view modes** (grid view for images, list view for PDFs, table view for service records) - [ ] **Auto-categorization** (OCR-based, suggest categories during upload) - [ ] **Smart search** (natural language: "how do I winterize" → finds Owner's Manual p. 287) - [ ] **Adaptive interface** (learn user patterns, show relevant docs first) - [ ] **Accessibility** (keyboard navigation, screen reader support, high contrast mode) ### Quote > "Good navigation is invisible. Users shouldn't think about HOW to find documents - they should just find them." --- ## Stakeholder 4: Developer (Technical Feasibility) **Profile:** Full-stack engineer, concerned with performance, scalability, and maintainability ### Mental Model "Navigation is a query interface. Users construct filters (category + system + file type + date range), and the system returns sorted results. The UI is sugar on top of Meilisearch queries." ### Technical Architecture **1. Meilisearch-Powered Navigation** ```javascript // User selects: Category = "Manuals", System = "Electrical" const results = await meilisearch.search('', { filter: [ 'categories = "Manuals"', 'systems = "Electrical"' ], sort: ['priority:desc', 'accessCount:desc', 'createdAt:desc'], facets: ['categories', 'systems', 'fileType', 'priority'] }); // UI renders: // - 3 results (manuals matching filters) // - Facet counts (Plumbing: 2, Navigation: 4, etc.) ``` **2. Faceted Navigation (Filter Drill-Down)** ``` All Documents (29) ├─ Category: Manuals (9) ← User clicks │ └─ System: Electrical (3) ← User clicks │ └─ Results: 3 docs │ ├─ Shore Power Manual │ ├─ Battery System Guide │ └─ Generator Manual └─ Facet Summary: ├─ File Type: PDF (3) ├─ Priority: Normal (2), Critical (1) └─ Date Range: 2024 (3) ``` **3. Performance Considerations** - **Infinite scroll vs Pagination:** Pagination (faster initial load, better UX for large libraries) - **Thumbnail generation:** Lazy load thumbnails (generate on-demand, cache for 30 days) - **Offline sync:** IndexedDB cache of metadata + selected full docs (user chooses which to cache) - **Search latency:** < 50ms for faceted navigation (Meilisearch handles this easily) **4. Multi-Category Tagging (Technical Solution)** ```javascript // Document schema { "id": "doc_engine_manual", "title": "Volvo D4-300 Engine Manual", "categories": ["Manuals", "Propulsion"], // Array, not string "systems": ["Propulsion", "Electrical"], // Multi-system tagging "priority": "frequently-accessed", "fileType": "pdf" } // Query: "Show me Propulsion docs" // Returns: Engine manual (has "Propulsion" in both categories AND systems) ``` **5. Role-Based Views (Same Data, Different Filters)** ```javascript // Owner view: Pre-filter to show essential docs first const ownerQuery = { sort: ['priority:desc'], filter: 'priority IN ["essential", "frequently-accessed"]' }; // Captain view: Pre-filter to show manuals, group by system const captainQuery = { facets: ['systems'], filter: 'categories = "Manuals"' }; ``` ### Pain Points with Over-Engineered Solutions - "Nested folder hierarchies require recursive queries (slow)" - "Manual tagging is labor-intensive and inconsistent" - "Client-side filtering (filter 29 docs in JavaScript) doesn't scale to 1,000 docs" - "Real-time collaboration (like Google Docs) is complex - out of scope for v1" ### Feature Requests - [ ] **Faceted search with Meilisearch** (category + system + file type filters) - [ ] **Lazy-loaded thumbnails** (generate on-demand, cache in CDN) - [ ] **Offline sync with IndexedDB** (cache metadata + selected docs) - [ ] **Pre-built query templates** (owner view, captain view, accountant view) - [ ] **Auto-tagging with OCR** (extract "Volvo", "engine", "manual" → auto-suggest tags) - [ ] **API-first design** (REST API for queries, enables mobile app + web app) ### Quote > "Navigation is just filtered search with a pretty UI. Build the search layer first, then skin it with category buttons and filters." --- ## Stakeholder 5: Marina Manager (Fleet-Scale User) **Profile:** Manages 200 boats, 2,000+ documents across multiple owners, needs bulk operations and delegation ### Mental Model "I manage documents for 200 boats. I need to see ALL insurance policies expiring in the next 30 days, across all boats. I need to delegate tasks: 'Captain, update the engine manual for Boat 17.' I need audit trails: 'Who uploaded the new insurance policy for Boat 42?'" ### Navigation Preferences **1. Fleet-Level Dashboard** ``` ┌──────────────────────────────────────────┐ │ MARINA DASHBOARD - 200 Boats │ ├──────────────────────────────────────────┤ │ 🚨 ATTENTION NEEDED (37) │ │ ├─ Insurance expiring (12 boats) │ │ ├─ Registration overdue (8 boats) │ │ ├─ Service overdue (17 boats) │ │ └─ Missing documents (23 boats) │ ├──────────────────────────────────────────┤ │ 📊 FLEET OVERVIEW │ │ ├─ Total Documents: 2,143 │ │ ├─ Uploaded this week: 47 │ │ ├─ Pending review: 12 │ │ └─ Storage used: 23 GB / 100 GB │ ├──────────────────────────────────────────┤ │ 🔍 SEARCH ACROSS ALL BOATS │ │ ├─ Filter by: Boat, Category, System │ │ └─ Bulk actions: Download, Archive, Tag │ ├──────────────────────────────────────────┤ │ 📋 RECENT ACTIVITY (All Boats) │ │ ├─ 2h ago: Boat 17 - Engine manual added │ │ ├─ 5h ago: Boat 42 - Insurance updated │ │ └─ 1d ago: Boat 99 - Service log added │ └──────────────────────────────────────────┘ ``` **2. Bulk Operations** - "Select all boats → filter 'insurance policies' → export to CSV" - "Select 12 boats with expiring insurance → send reminder to owners" - "Archive all service records older than 5 years (except compliance docs)" **3. Delegation & Permissions** - "Captain has access to Boat 17 manuals (not insurance or purchase docs)" - "Owner can view ALL docs for their boat, but can't delete" - "Accountant can view service invoices across all boats, but not manuals" **4. Audit Trail** - "Who uploaded the new insurance policy for Boat 42? (Answer: Owner, 2024-10-18 3:42 PM)" - "When was the engine manual last updated? (Answer: Captain, 2024-09-12)" - "Show me all changes to Boat 17 docs in the last 30 days" ### Pain Points with Single-Boat Systems - "I manage 200 boats. I can't open 200 separate apps to check insurance expiration." - "No way to compare boats: 'Which boats have Volvo D4 engines?' requires manual checking." - "Can't delegate: 'Captain, update Boat 17 manuals' - he needs separate login, separate permissions." - "No audit trail: Owner disputes we uploaded their insurance - no proof of who/when." ### Feature Requests - [ ] **Fleet dashboard** (overview across all boats) - [ ] **Cross-boat search** (find all boats with Volvo D4 engine manuals) - [ ] **Bulk operations** (select multiple boats, download/archive/tag documents) - [ ] **Role-based permissions** (captain, owner, accountant see different views) - [ ] **Audit logs** (who uploaded/edited/deleted what, when) - [ ] **Delegation workflow** (assign task: "Captain, upload engine manual for Boat 17") - [ ] **Compliance dashboard** (all boats with expiring insurance, missing safety certs) ### Quote > "Managing one boat is easy. Managing 200 boats requires automation, delegation, and visibility. Give me a fleet view, or I'll stick to spreadsheets." --- ## Stakeholder 6: Accountant (Compliance & Billing) **Profile:** Handles expense tracking, warranty claims, tax compliance, needs structured data and export capabilities ### Mental Model "Documents are DATA. I need to extract: purchase date, amount, vendor, warranty end date. Then I need to export to Excel/QuickBooks. I need to prove expenses for tax audits. I need to track warranty expirations to save clients money." ### Navigation Preferences **1. Structured Data View (Table Format)** ``` ┌─────────────────────────────────────────────────────────────┐ │ SERVICE RECORDS - Liliane1 (6 documents) │ ├─────────┬────────────┬─────────┬─────────┬─────────────────┤ │ Date │ Vendor │ Amount │ System │ Document │ ├─────────┼────────────┼─────────┼─────────┼─────────────────┤ │ 2024-09 │ ABC Marine │ $2,400 │ Engine │ Engine Service │ │ 2024-08 │ XYZ Elect. │ $850 │ Elect. │ Battery Replace │ │ 2024-07 │ DEF Repair │ $1,200 │ HVAC │ AC Repair │ │ 2024-06 │ ABC Marine │ $450 │ Plumb. │ Bilge Pump Fix │ │ 2024-05 │ GHI Parts │ $320 │ Nav. │ Chartplotter Up │ │ 2024-04 │ JKL Clean │ $600 │ N/A │ Detailing │ ├─────────┴────────────┴─────────┴─────────┴─────────────────┤ │ TOTAL: $5,820 Export to Excel ↓│ └─────────────────────────────────────────────────────────────┘ ``` **2. Warranty Expiration Tracking** ``` ┌─────────────────────────────────────────────────────────────┐ │ WARRANTY TRACKER - Liliane1 (3 warranties) │ ├─────────────┬───────────┬──────────────┬───────────────────┤ │ Equipment │ Purchase │ Warranty Exp │ Status │ ├─────────────┼───────────┼──────────────┼───────────────────┤ │ Volvo D4 │ 2022-03 │ 2025-03 │ ⚠️ 4 months left │ │ Generator │ 2023-01 │ 2026-01 │ ✅ Active │ │ Water Heater│ 2021-06 │ 2024-06 │ 🔴 EXPIRED │ └─────────────┴───────────┴──────────────┴───────────────────┘ ``` **3. Expense Categorization (Tax Compliance)** - "Categorize service records: Maintenance (deductible), Capital Improvements (depreciate), Operating Expenses (fully deductible)" - "Export year-end report: All expenses by category, for CPA" **4. Receipt OCR & Auto-Extract** - "Upload receipt photo → auto-extract: Date, Vendor, Amount, Item" - "Link receipt to equipment: 'Battery receipt → Battery in Equipment DB'" ### Pain Points with Unstructured Documents - "Client asks: 'How much did I spend on engine maintenance in 2024?' I have to open 12 PDFs, manually add up invoices." - "Warranty claim denied because we couldn't find purchase receipt (it's in a PDF somewhere)." - "Tax audit: IRS asks for proof of $15,000 in boat expenses. I have 47 PDFs in random order." - "Can't export to QuickBooks - have to manually re-enter every invoice." ### Feature Requests - [ ] **Table view for service records** (sortable by date, vendor, amount) - [ ] **OCR-based data extraction** (invoice → date, vendor, amount, auto-populate table) - [ ] **Warranty expiration alerts** (email 30 days before warranty ends) - [ ] **Export to CSV/Excel** (all service records, all warranties, all expenses) - [ ] **QuickBooks integration** (auto-sync service invoices to QuickBooks) - [ ] **Tax category tagging** (Maintenance, Capital Improvement, Operating Expense) - [ ] **Year-end expense report** (auto-generate PDF summary for CPA) ### Quote > "Documents are just containers for data. If I can't extract, sort, and export that data, it's useless for accounting." --- ## SYNTHESIS: Unified Navigation Architecture After hearing all 6 perspectives, here's the consensus navigation model that serves all stakeholders: ### Core Principles 1. **Multiple Navigation Paths** (users think differently) - Browse by Category (owner preference) - Browse by System (captain preference) - Browse by Importance (UX designer preference) - Browse by Date (all users) - Search (all users) 2. **Visual Hierarchy** (importance-based layout) - Essential documents (top) - Frequently accessed (middle) - All documents (bottom) 3. **File Type-Specific Display** - PDFs: Thumbnail + page count - Images: Full preview - Spreadsheets: Grid icon + row count 4. **Multi-Category Tagging** (one doc, multiple views) - Engine manual appears in: Manuals, Propulsion, Electrical 5. **Role-Based Dashboards** (same data, different views) - Owner: Insurance status, expense summary - Captain: System manuals, quick access - Manager: Fleet overview, delegation - Accountant: Table view, expense tracking --- ## Recommended Wireframes ### Wireframe 1: Owner Dashboard (Default View) ``` ┌────────────────────────────────────────────────────────────┐ │ LILIANE1 - Document Library │ │ [Owner View ▼] [Search...] [+ Upload] │ ├────────────────────────────────────────────────────────────┤ │ 🚨 NEEDS ATTENTION (2) │ │ ├─ [!] Insurance Policy expires in 45 days │ │ └─ [!] Engine service overdue by 2 weeks │ ├────────────────────────────────────────────────────────────┤ │ 📌 ESSENTIAL DOCUMENTS (3) │ │ ┌────────┐ ┌────────┐ ┌────────┐ │ │ │ [📄] │ │ [📄] │ │ [📄] │ │ │ │Insurance│ │Registr.│ │ Safety │ │ │ │Policy │ │ │ │ Cert. │ │ │ │exp:12/25│ │exp:3/26│ │ │ │ │ └────────┘ └────────┘ └────────┘ │ ├────────────────────────────────────────────────────────────┤ │ ⭐ FREQUENTLY ACCESSED (3) │ │ ├─ [📖] Engine Manual (Volvo D4-300) - opened 12x │ │ ├─ [📖] Owner's Manual (400 pages) - opened 8x │ │ └─ [📊] Expense Tracker 2024 - opened 5x │ ├────────────────────────────────────────────────────────────┤ │ 📁 BROWSE ALL DOCUMENTS (29) │ │ ├─ [By Category ▼] [By System] [By Date] [By File Type] │ │ │ │ │ │ Manuals & Guides (9) │ │ │ ├─ [📖] Owner's Manual - 400 pages - Added Oct 2024 │ │ │ ├─ [📖] Engine Manual (Volvo D4-300) - 248 pages │ │ │ └─ [📖] Chartplotter Manual - 156 pages │ │ │ │ │ │ Service Records (6) │ │ │ ├─ [📄] Engine Service Invoice - $2,400 - Sep 2024 │ │ │ ├─ [📄] Battery Replacement - $850 - Aug 2024 │ │ │ └─ [📄] AC Repair - $1,200 - Jul 2024 │ │ │ │ │ │ Warranties & Receipts (3) │ │ │ Purchase Documents (4) │ │ │ Photos & Media (1) │ │ └─ │ └────────────────────────────────────────────────────────────┘ ``` **Key Features:** - Essential docs pinned at top with expiration dates - Visual badges (!, ⭐, 📌) for priority - Expandable categories (not nested folders) - Thumbnail previews for visual scanning --- ### Wireframe 2: Captain Dashboard (System View) ``` ┌────────────────────────────────────────────────────────────┐ │ LILIANE1 - Document Library │ │ [Captain View ▼] [Search manuals...] [Offline ✓] │ ├────────────────────────────────────────────────────────────┤ │ 🚨 QUICK ACCESS (Offline Cached) │ │ ├─ [📖] Emergency Procedures (Owner's Manual p. 12-18) │ │ ├─ [📖] Bilge Troubleshooting (Owner's Manual p. 87) │ │ └─ [📖] Engine Diagnostics (Volvo Manual p. 45-67) │ ├────────────────────────────────────────────────────────────┤ │ ⚙️ BROWSE BY SYSTEM │ │ │ │ 🔌 ELECTRICAL (3 manuals) │ │ ├─ [📖] Shore Power System - 45 pages │ │ ├─ [📖] Battery System Guide - 32 pages │ │ └─ [📖] Generator Manual - 178 pages │ │ │ │ 🚰 PLUMBING (2 manuals) │ │ ├─ [📖] Fresh Water System - 28 pages │ │ └─ [📖] Bilge Pump Manual - 18 pages │ │ │ │ 🧭 NAVIGATION (4 manuals) │ │ ├─ [📖] Chartplotter Manual (Garmin) - 156 pages │ │ ├─ [📖] Radar Manual (Furuno) - 89 pages │ │ ├─ [📖] Autopilot Manual (Simrad) - 67 pages │ │ └─ [📖] VHF Radio Manual (Icom) - 45 pages │ │ │ │ ⚙️ PROPULSION (2 manuals) │ │ ├─ [📖] Volvo D4-300 Engine Manual - 248 pages │ │ └─ [📖] Transmission Manual - 89 pages │ │ │ │ 🛡️ SAFETY (2 manuals) │ │ ├─ [📄] Life Raft Service Manual - 12 pages │ │ └─ [📄] EPIRB Registration - 2 pages │ │ │ ├────────────────────────────────────────────────────────────┤ │ 🕐 RECENTLY VIEWED │ │ ├─ Engine Manual (2 hours ago) │ │ └─ Bilge Troubleshooting (yesterday) │ └────────────────────────────────────────────────────────────┘ ``` **Key Features:** - System-based grouping (primary navigation for captains) - Quick access to bookmarked sections (within manuals) - Offline indicator (entire manuals cached locally) - Recently viewed history --- ### Wireframe 3: Search Results (Page-Level Matches) ``` ┌────────────────────────────────────────────────────────────┐ │ LILIANE1 - Search: "bilge pump" │ │ [🔍 bilge pump ] [Search] │ ├────────────────────────────────────────────────────────────┤ │ 8 results found │ │ │ │ FILTERS ▼ │ │ ☑ Manuals (5) │ │ ☑ Service Records (2) │ │ ☐ Warranties (1) │ │ ─────────────── │ │ ☑ Plumbing (6) │ │ ☐ Electrical (2) │ │ ─────────────── │ │ Sort by: [Relevance ▼] │ ├────────────────────────────────────────────────────────────┤ │ RESULTS: │ │ │ │ 1. 📖 Owner's Manual - Page 87 │ │ "8.4 Bilge Pump System - Troubleshooting" │ │ ...alarm goes off, check the bilge pump circuit │ │ breaker (panel C, position 12). If breaker is... │ │ [View Page 87] [View Full Document] │ │ │ │ 2. 📖 Bilge Pump Manual - Page 3 │ │ "Installation and Wiring" │ │ ...the bilge pump is located in the aft compartment... │ │ [View Page 3] [View Full Document] │ │ │ │ 3. 📄 Service Invoice - Bilge Pump Repair │ │ "ABC Marine - June 2024 - $450" │ │ Replaced bilge pump float switch, tested system... │ │ [View Invoice] │ │ │ │ 4. 📖 Owner's Manual - Page 45 │ │ "6.2 Daily Checks - Bilge Inspection" │ │ ...check the bilge for water accumulation daily... │ │ [View Page 45] │ │ │ │ ... (4 more results) │ └────────────────────────────────────────────────────────────┘ ``` **Key Features:** - Page-level search results (not just document-level) - Faceted filters (by category, system) - Snippet preview with highlighted keywords - Direct link to specific page (not just document) --- ### Wireframe 4: Document Detail View (PDF with Multi-Category Tags) ``` ┌────────────────────────────────────────────────────────────┐ │ ← Back to Library │ ├────────────────────────────────────────────────────────────┤ │ 📖 Volvo D4-300 Engine Manual │ │ 248 pages | PDF | 12.3 MB | Added: Oct 2024 │ │ │ │ CATEGORIES: [Manuals] [Propulsion] [Maintenance] │ │ SYSTEMS: [Propulsion] [Electrical] [Cooling] │ │ TAGS: #engine #volvo #troubleshooting │ │ │ │ ⭐ Frequently Accessed (opened 12 times) │ │ 📥 Cached for Offline Use │ │ 📌 [Pin as Essential] [Remove from Quick Access] │ │ │ ├────────────────────────────────────────────────────────────┤ │ DOCUMENT PREVIEW: │ │ │ │ [Page 1 thumbnail] [Page 2 thumbnail] [Page 3 thumbnail] │ │ │ │ [PDF Viewer with navigation controls] │ │ Pages: [< 1 / 248 >] │ │ │ │ BOOKMARKS (3): │ │ ├─ Page 45: Engine Start Procedure │ │ ├─ Page 67: Diagnostics & Troubleshooting │ │ └─ Page 203: Maintenance Schedule │ │ │ │ RELATED DOCUMENTS: │ │ ├─ Engine Service Invoice (Sep 2024) │ │ ├─ Engine Warranty (expires Mar 2025) │ │ └─ Transmission Manual (linked system) │ │ │ ├────────────────────────────────────────────────────────────┤ │ METADATA: │ │ Manufacturer: Volvo Penta │ │ Model: D4-300 │ │ Serial Number: VP-2024-12345 │ │ Warranty: Expires Mar 2025 (4 months left) │ │ │ │ [Download PDF] [Share] [Print] [Edit Metadata] │ └────────────────────────────────────────────────────────────┘ ``` **Key Features:** - Multi-category tags (visible, editable) - Bookmarks (page-level, synced across devices) - Related documents (auto-suggested based on system/category) - Metadata sidebar (manufacturer, model, warranty status) --- ### Wireframe 5: Accountant View (Table Format for Service Records) ``` ┌────────────────────────────────────────────────────────────┐ │ LILIANE1 - Service Records │ │ [Accountant View ▼] [Export to Excel ↓] │ ├────────────────────────────────────────────────────────────┤ │ SERVICE RECORDS - 6 documents │ │ │ │ Date Range: [Jan 2024 ▼] to [Oct 2024 ▼] [Filter] │ │ Systems: [All ▼] | Categories: [All ▼] │ │ │ ├─────────┬─────────────┬─────────┬──────────┬──────────────┤ │ Date │ Vendor │ Amount │ System │ Category │ ├─────────┼─────────────┼─────────┼──────────┼──────────────┤ │ 2024-09 │ ABC Marine │ $2,400 │ Engine │ Maintenance │ │ 🔗 View Invoice | 🏷️ Tax: Deductible │ │ │ │ 2024-08 │ XYZ Electr. │ $850 │ Electr. │ Repair │ │ 🔗 View Invoice | 🏷️ Tax: Deductible │ │ │ │ 2024-07 │ DEF Repair │ $1,200 │ HVAC │ Repair │ │ 🔗 View Invoice | 🏷️ Tax: Deductible │ │ │ │ 2024-06 │ ABC Marine │ $450 │ Plumbing │ Repair │ │ 🔗 View Invoice | 🏷️ Tax: Deductible │ │ │ │ 2024-05 │ GHI Parts │ $320 │ Navigat. │ Upgrade │ │ 🔗 View Invoice | 🏷️ Tax: Capital Improvement │ │ │ │ 2024-04 │ JKL Clean │ $600 │ N/A │ Detailing │ │ 🔗 View Invoice | 🏷️ Tax: Operating Expense │ ├─────────┴─────────────┴─────────┴──────────┴──────────────┤ │ TOTAL: $5,820 │ │ Deductible: $4,900 | Capital: $320 | Operating: $600 │ │ │ │ [Export to CSV] [Export to QuickBooks] [Generate Report] │ └────────────────────────────────────────────────────────────┘ ``` **Key Features:** - Table view (sortable by date, vendor, amount) - Tax category tags (auto-suggested, editable) - Totals and breakdowns (by category, by tax treatment) - Export to CSV/QuickBooks --- ### Wireframe 6: Fleet Dashboard (Marina Manager View) ``` ┌────────────────────────────────────────────────────────────┐ │ MARINA DASHBOARD - All Boats (200) │ │ [Fleet View ▼] [Search across all boats...] │ ├────────────────────────────────────────────────────────────┤ │ 🚨 ATTENTION NEEDED (37 boats) │ │ │ │ Insurance Expiring (12 boats): │ │ ├─ Liliane1 - Insurance exp: 45 days │ │ ├─ Sea Breeze - Insurance exp: 30 days ⚠️ │ │ ├─ ... (10 more) │ │ │ │ Registration Overdue (8 boats): │ │ ├─ Ocean Star - Registration exp: 15 days ago 🔴 │ │ ├─ ... (7 more) │ │ │ │ Service Overdue (17 boats): │ │ ├─ Liliane1 - Engine service overdue by 2 weeks │ │ ├─ ... (16 more) │ │ │ ├────────────────────────────────────────────────────────────┤ │ 📊 FLEET OVERVIEW │ │ ├─ Total Documents: 2,143 │ │ ├─ Uploaded this week: 47 │ │ ├─ Pending review: 12 │ │ └─ Storage used: 23 GB / 100 GB │ │ │ ├────────────────────────────────────────────────────────────┤ │ 🔍 SEARCH ACROSS ALL BOATS │ │ [Search: "Volvo D4 engine manual" ] [Search] │ │ │ │ 23 results across 18 boats: │ │ ├─ Liliane1 - Volvo D4-300 Engine Manual │ │ ├─ Sea Breeze - Volvo D4-300 Engine Manual (same doc) │ │ ├─ Ocean Star - Volvo D6-350 Engine Manual │ │ └─ ... (20 more) │ │ │ │ [Bulk Actions: Download All | Archive | Tag] │ │ │ ├────────────────────────────────────────────────────────────┤ │ 📋 RECENT ACTIVITY (All Boats) │ │ ├─ 2h ago: Boat 17 - Engine manual added by Captain │ │ ├─ 5h ago: Boat 42 - Insurance updated by Owner │ │ └─ 1d ago: Boat 99 - Service log added by Manager │ └────────────────────────────────────────────────────────────┘ ``` **Key Features:** - Fleet-level overview (aggregate stats) - Compliance dashboard (expiring/overdue across all boats) - Cross-boat search (find all boats with X manual) - Bulk operations (select multiple boats, download/tag/archive) - Audit trail (who uploaded what, when) --- ## Priority Ranking of Features ### Phase 1: Core Navigation (v1.0 - MVP) **Goal:** Enable basic browsing and search - [ ] **Category-based navigation** (Manuals, Service Records, Warranties, etc.) - [ ] **Search with filters** (by category, file type, date) - [ ] **Essential docs section** (owner can pin 3-5 critical docs) - [ ] **File type-specific previews** (PDF thumbnails, image previews, spreadsheet icons) - [ ] **Document detail view** (metadata, preview, download) **Estimated Dev Time:** 3-4 weeks **Business Impact:** Enables basic library browsing (replaces Dropbox/Google Drive) --- ### Phase 2: Advanced Navigation (v1.1 - Q1 2026) **Goal:** Multi-path navigation, role-based views - [ ] **System-based navigation** (Electrical, Plumbing, Navigation, etc.) - [ ] **Multi-category tagging** (one doc appears in multiple category views) - [ ] **Role-based dashboards** (Owner view, Captain view, Accountant view) - [ ] **Frequently accessed section** (auto-sort by access count) - [ ] **Recently viewed history** (last 10 docs, across devices) - [ ] **Page-level search results** (show page number, snippet, direct link) **Estimated Dev Time:** 4-6 weeks **Business Impact:** Improves findability, reduces search time by 50% --- ### Phase 3: Smart Navigation (v1.2 - Q2 2026) **Goal:** Auto-categorization, smart suggestions - [ ] **Auto-categorization with OCR** (suggest categories during upload) - [ ] **Smart search suggestions** (based on user behavior) - [ ] **Related documents** (auto-suggest based on system/category) - [ ] **Bookmarks (page-level)** (synced across devices) - [ ] **Offline mode** (cache selected docs for offline access) - [ ] **Visual hierarchy** (importance-based sorting: essential → frequent → recent) **Estimated Dev Time:** 6-8 weeks **Business Impact:** Reduces manual tagging, improves discovery --- ### Phase 4: Fleet & Compliance (v1.3 - Q3 2026) **Goal:** Multi-boat management, audit trails - [ ] **Fleet dashboard** (cross-boat overview, compliance tracking) - [ ] **Cross-boat search** (find all boats with X manual) - [ ] **Bulk operations** (select multiple boats, download/tag/archive) - [ ] **Role-based permissions** (captain, owner, accountant see different views) - [ ] **Audit logs** (who uploaded/edited/deleted what, when) - [ ] **Warranty expiration alerts** (email 30 days before expiry) **Estimated Dev Time:** 6-8 weeks **Business Impact:** Enables yacht management companies (Zen use case) --- ### Phase 5: Data Extraction & Export (v1.4 - Q4 2026) **Goal:** Structured data, accounting integration - [ ] **Table view for service records** (sortable by date, vendor, amount) - [ ] **OCR-based data extraction** (invoice → auto-populate table) - [ ] **Export to CSV/Excel** (all service records, warranties, expenses) - [ ] **QuickBooks integration** (auto-sync service invoices) - [ ] **Tax category tagging** (Maintenance, Capital Improvement, Operating) - [ ] **Year-end expense report** (auto-generate PDF for CPA) **Estimated Dev Time:** 8-10 weeks **Business Impact:** Eliminates manual data entry, saves 10+ hours/month --- ## Information Architecture: Final Recommendations ### 1. Primary Navigation: Flat Categories (Not Nested Folders) **Rationale:** Users don't think in strict hierarchies. Multi-category tagging allows one doc to appear in multiple places. **Categories:** ``` 📌 Essential Documents (user-defined, max 5) ⭐ Frequently Accessed (auto-sorted by access count) 📖 Manuals & Guides ├─ Owner's Manual ├─ Systems (Electrical, Plumbing, Navigation, Propulsion, HVAC, Safety) └─ Component Manuals (Engine, Generator, etc.) 📄 Insurance & Compliance ├─ Insurance Policies ├─ Registration ├─ Safety Certificates └─ Inspection Reports 🔧 Service & Maintenance ├─ Service Records (invoices, logs) ├─ Maintenance Schedules └─ Repair History 💰 Financial ├─ Purchase Documents (contracts, delivery docs) ├─ Warranties & Receipts └─ Expense Tracking 📸 Photos & Media ├─ Boat Photos ├─ Condition Reports (before/after) └─ Scanned Documents ``` --- ### 2. Secondary Navigation: System-Based Filters (Captain View) **Rationale:** Captains think in systems, not categories. **Systems:** ``` 🔌 Electrical ├─ Shore Power ├─ Battery Systems ├─ Generator ├─ Solar/Wind (if equipped) └─ Lighting 🚰 Plumbing ├─ Fresh Water ├─ Waste Water (Grey/Black) ├─ Bilge Pumps ├─ Water Heater └─ Desalination (if equipped) 🧭 Navigation ├─ Chartplotter ├─ Radar ├─ AIS ├─ VHF Radio └─ Autopilot ⚙️ Propulsion ├─ Engine ├─ Transmission ├─ Propeller ├─ Fuel System └─ Exhaust ❄️ HVAC ├─ Air Conditioning ├─ Heating └─ Ventilation 🛡️ Safety ├─ Life Raft ├─ EPIRB ├─ Fire Suppression └─ Emergency Equipment ``` --- ### 3. Visual Hierarchy: Importance-Based Layout **Rationale:** Not all documents are equal. Essential docs (insurance) should be more visible than reference docs (old photos). **Hierarchy:** ``` Level 1: NEEDS ATTENTION (expiring, overdue, missing) Level 2: ESSENTIAL (user-pinned, critical docs) Level 3: FREQUENTLY ACCESSED (auto-sorted by usage) Level 4: RECENT (uploaded in last 30 days) Level 5: ALL DOCUMENTS (browse/search) ``` --- ### 4. File Type-Specific Display **Rationale:** PDFs, images, and spreadsheets have different use cases. Display should match. **Display Modes:** **PDFs (Manuals, Contracts):** - Thumbnail of page 1 - Page count badge - File size - Preview carousel (first 3 pages) **Images (Photos, Scanned Receipts):** - Full thumbnail preview (larger than PDFs) - Dimensions badge (1920x1080) - Date taken (from EXIF data) **Spreadsheets (Expense Tracking):** - Grid icon (not thumbnail) - Row/column count - Last modified date - Preview: First 5 rows visible **Multi-Page PDFs (Owner's Manual):** - Chapter navigation (if OCR detected headings) - Bookmark list (user-created) - Page jump (direct to page 87) --- ### 5. Multi-Organizational Schemes (Handle Overlapping Categories) **Rationale:** A document can fit multiple categories (engine warranty = warranty + propulsion + financial). **Solution: Multi-Category Tagging** **Example: Engine Service Invoice** ``` Categories: [Service Records] [Financial] Systems: [Propulsion] [Electrical] Tags: #engine #volvo #maintenance #invoice ``` **User Experience:** - Appears in "Service Records" category - Appears in "Financial" category - Appears in "Propulsion" system filter - Appears in search for "engine", "Volvo", "maintenance", "invoice" **Implementation:** ```javascript // Meilisearch document { "id": "doc_engine_invoice", "title": "Engine Service Invoice - $2,400", "categories": ["Service Records", "Financial"], "systems": ["Propulsion", "Electrical"], "tags": ["engine", "volvo", "maintenance", "invoice"] } // Query: "Show me Service Records" filter: 'categories = "Service Records"' // Result: Engine invoice appears // Query: "Show me Propulsion docs" filter: 'systems = "Propulsion"' // Result: Engine invoice appears (same doc, different filter) ``` --- ### 6. User Mental Models: Ethnographic Insights **Boat Owners:** - Think in "important papers" vs "manuals" vs "receipts" - Expect essential docs to be visible immediately (no searching) - Don't want to organize - want app to auto-organize - Trust visual cues (badges, colors) over text labels **Yacht Captains:** - Think in systems (electrical, plumbing, etc.) - Expect instant access to troubleshooting sections (page-level bookmarks) - Need offline access (no cell signal at dock) - Prioritize speed over aesthetics (plain list is fine if fast) **Crew Members:** - Need role-based access (captain sees everything, deckhand sees safety manuals only) - Expect task-based navigation ("I'm cleaning the bilge, show me bilge docs") - Don't care about insurance/financial docs (filter them out) **Marina Managers:** - Think in fleets (all boats, not one boat) - Expect compliance dashboards (all expiring insurance, cross-boat) - Need delegation (assign tasks to captains) - Prioritize audit trails (who uploaded what, when) **Accountants:** - Think in structured data (tables, not documents) - Expect export capabilities (CSV, QuickBooks) - Need tax categorization (deductible, capital, operating) - Prioritize warranty tracking (save clients money) **UX Designers:** - Think in user journeys (task flows, not features) - Expect progressive disclosure (don't overwhelm) - Need accessibility (keyboard nav, screen reader) - Prioritize mobile-first (captain uses phone, not desktop) --- ## Concrete Recommendations ### Recommendation 1: Default to "Owner View" (Importance-Based) **Why:** Most users are boat owners, not captains. Owners care about essential docs, not system manuals. **Layout:** ``` 1. Needs Attention (expiring/overdue) 2. Essential Documents (user-pinned) 3. Frequently Accessed (auto-sorted) 4. Browse All (by category, system, date) ``` --- ### Recommendation 2: Offer "Captain View" (System-Based) **Why:** Captains are power users. They need fast access to manuals, organized by system. **Layout:** ``` 1. Quick Access (offline-cached, bookmarked pages) 2. Browse by System (Electrical, Plumbing, etc.) 3. Recently Viewed 4. Search (page-level results) ``` --- ### Recommendation 3: Auto-Categorize with OCR (Reduce Manual Tagging) **Why:** Users won't tag documents correctly. OCR can extract keywords and suggest categories. **Example:** ``` Upload: "Volvo_D4_Manual.pdf" OCR detects: "Volvo", "D4-300", "Engine", "Installation", "Maintenance" Auto-suggest: Categories: [Manuals] Systems: [Propulsion] Tags: [engine, volvo, maintenance] User confirms or edits. ``` --- ### Recommendation 4: Pin Essential Docs (User-Defined) **Why:** Every boat owner needs quick access to 3-5 critical docs (insurance, registration, safety cert). **Implementation:** - Allow user to pin up to 5 docs - Pinned docs appear at top of library (with badges) - Expiration dates shown (if detected via OCR) --- ### Recommendation 5: Page-Level Search (Not Just Document-Level) **Why:** Owner's Manual is 400 pages. Searching "bilge" should return page 87, not the entire manual. **Implementation:** - Meilisearch indexes each page as separate document - Search results show page number + snippet - Click result → jump directly to page 87 --- ### Recommendation 6: Offline Mode (Captain Use Case) **Why:** No cell signal at dock. Captain needs manuals at 9 PM during emergency. **Implementation:** - Allow user to select docs for offline caching - PWA with service worker + IndexedDB - Auto-cache frequently accessed docs - Show "Offline ✓" badge for cached docs --- ### Recommendation 7: Multi-Category Tagging (Avoid Forced Choice) **Why:** Documents fit multiple categories. Engine warranty is warranty + propulsion + financial. **Implementation:** - Allow multiple categories per doc (array, not string) - Doc appears in all selected category views - Search filters by any category match --- ### Recommendation 8: Role-Based Dashboards (Owner, Captain, Manager, Accountant) **Why:** Different users have different mental models and priorities. **Implementation:** - Owner: Insurance status, expense summary - Captain: System manuals, quick access - Manager: Fleet overview, delegation - Accountant: Table view, expense tracking --- ### Recommendation 9: Visual Badges (Priority, Access, Status) **Why:** Users scan visually, not read text. Badges communicate status instantly. **Badges:** - 🚨 Needs Attention (expiring soon, overdue) - 📌 Pinned (user-selected essential docs) - ⭐ Frequently Accessed (opened 10+ times) - 🆕 New (uploaded in last 7 days) - 📥 Offline Cached (available without internet) --- ### Recommendation 10: Table View for Service Records (Accountant Use Case) **Why:** Accountants need structured data (date, vendor, amount), not document previews. **Implementation:** - Separate "Table View" mode for Service Records - Columns: Date, Vendor, Amount, System, Tax Category - Sortable, filterable, exportable to CSV/Excel --- ## Success Metrics ### KPIs for Navigation Features - **Time to find document:** < 10 seconds (avg from search/browse to view) - **Search success rate:** > 90% (user finds what they need on first search) - **Category accuracy:** > 85% (auto-categorized docs are correctly tagged) - **Offline usage:** > 30% of captains enable offline mode - **Pin usage:** > 70% of owners pin at least 1 essential doc - **Multi-view adoption:** > 40% of users switch between Owner/Captain views --- ## Risks & Mitigations ### Risk 1: Auto-Categorization is Inaccurate **Likelihood:** Medium (OCR errors, ambiguous docs) **Impact:** High (users lose trust in auto-suggestions) **Mitigation:** - Always show suggestions, never auto-apply - Allow manual override/editing - Learn from user corrections (ML feedback loop) --- ### Risk 2: Too Many Navigation Options (Confusing) **Likelihood:** High (6 stakeholders want different navigation) **Impact:** Medium (choice paralysis, poor UX) **Mitigation:** - Default to simplest view (Owner view: pinned + categories) - Hide advanced features behind "View Options" menu - Progressive disclosure (show advanced features after 3+ uses) --- ### Risk 3: Offline Mode is Technically Complex **Likelihood:** High (service workers, sync conflicts) **Impact:** Medium (delayed feature, increased dev time) **Mitigation:** - Start with read-only offline (no editing) - Cache metadata only (not full PDFs) for v1 - Full offline PDF caching in v1.2 --- ## Debate Conclusion ### Unanimous Agreement All 6 stakeholders agree NaviDocs should prioritize: 1. **Multiple navigation paths** (browse by category, system, importance, date) 2. **Visual hierarchy** (essential → frequent → recent → all) 3. **File type-specific display** (PDFs, images, spreadsheets displayed differently) 4. **Role-based dashboards** (owner, captain, manager, accountant views) 5. **Page-level search** (show page number, not just document) 6. **Multi-category tagging** (one doc, multiple views) ### Feature Roadmap Approved - **Q1 2026:** Core navigation (categories, search, essential docs) - v1.0 - **Q2 2026:** Advanced navigation (systems, roles, multi-category) - v1.1 - **Q3 2026:** Smart navigation (auto-categorization, suggestions) - v1.2 - **Q4 2026:** Fleet & compliance (cross-boat, audit trails) - v1.3 ### Next Steps 1. **User research:** Test wireframes with 5 boat owners + 3 captains 2. **Technical spike:** Test Meilisearch faceted search, page-level indexing 3. **Design mockups:** High-fidelity mockups of Owner/Captain dashboards 4. **Prototype:** Build interactive prototype (Figma or React) for user testing --- **Debate Status:** ✅ Complete **Features Validated:** 32 navigation features identified **Wireframes:** 6 key screens designed **Risk Level:** Medium (auto-categorization risk, mitigable) **Recommendation:** Proceed to user research & prototyping --- **Document Version:** 1.0 **Created:** 2025-10-23 **Reference Case:** Liliane1 Archive (29 files, 9 categories) **Facilitator:** Claude Code **Participants:** 6 stakeholder perspectives (Boat Owner, Yacht Captain, UX Designer, Developer, Marina Manager, Accountant)