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navidocs/intelligence/session-2/MULTI-CALENDAR-SUMMARY.txt
Claude d250dc334e
Session 2: Complete technical architecture from 11 Haiku agents 
All 11 agents (S2-H01 through S2-H09 + S2-H03A + S2-H07A) have completed
their technical specifications:

- S2-H01: NaviDocs codebase architecture analysis
- S2-H02: Inventory tracking system (€15K-€50K value recovery)
- S2-H03: Maintenance log & reminder system
- S2-H04: Camera & Home Assistant integration
- S2-H05: Contact management system
- S2-H06: Accounting module & receipt OCR integration
- S2-H07: Impeccable search UX (Meilisearch facets)
- S2-H08: WhatsApp Business API + AI agent integration
- S2-H09: Document versioning with IF.TTT compliance
- S2-H03A: VAT/tax jurisdiction tracking & compliance
- S2-H07A: Multi-calendar system (4 calendar types)

Total: ~15,600 lines of technical specifications
Status: Ready for S2-H10 synthesis (awaiting Session 1 completion)
IF.bus: All inter-agent communications documented
2025-11-13 01:57:25 +00:00

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================================================================================
S2-H07A: MULTI-CALENDAR SYSTEM - COMPLETION SUMMARY
================================================================================
AGENT IDENTITY: S2-H07A (Multi-Calendar System - CRITICAL)
STATUS: COMPLETE - Specification Ready for Implementation
DATE: 2025-11-13
================================================================================
DELIVERABLES
================================================================================
1. PRIMARY SPECIFICATION DOCUMENT
File: /home/user/navidocs/intelligence/session-2/multi-calendar-spec.md
Size: 55 KB (1,798 lines)
Content:
- Executive summary
- Complete database schema (4 supporting tables)
- 5 calendar type specifications
- Data feed integrations (S2-H03, S2-H02, S2-H06, S2-H03A)
- Unified dashboard UI wireframes (4 mockups)
- Smart notification logic with conflict detection
- Budget signoff workflow for Work Roadmap
- Export functionality (iCal/Google Calendar)
- Complete API endpoint documentation (40+ endpoints)
- Testing strategy
- Success metrics
2. IF.BUS INTEGRATION CONFIRMATION
File: /home/user/navidocs/intelligence/session-2/if-bus-s2h07a-integration-confirm.json
Size: 7.4 KB
Content:
- Integration confirmation with S2-H03, S2-H02, S2-H06, S2-H03A
- Expected message formats from each agent
- API endpoints mapped
- Performance targets
- Readiness status
================================================================================
4 CALENDAR TYPES DESIGNED
================================================================================
1. SERVICE CALENDAR (Blue #4A90E2)
- Tracks maintenance appointments and service due dates
- Data source: S2-H03 (maintenance log)
- Triggers: Calendar-based OR engine hours-based calculations
- Reminders: 60, 30, 14, 7 days before service due
- Features: Service history, provider contact, engine hours tracking
2. WARRANTY CALENDAR (Orange #F5A623)
- Tracks equipment warranty expirations
- Data source: S2-H02 (inventory tracking)
- Auto-generated alerts: 90, 60, 30 days before expiration
- Features: Warranty renewal options, manufacturer contact, serial tracking
3. OWNER ONBOARD CALENDAR (Green #7ED321)
- Tracks owner arrival/departure patterns
- Data source: Manual entry by owner/captain
- Multi-day events with crew availability
- Features: Prep requirements, special needs, conflict detection with work
4. WORK ROADMAP CALENDAR (Purple #9013FE)
- Plans major maintenance/upgrades with budget tracking
- Data source: S2-H06 (expense tracking system)
- Workflow: Proposed → Approved → Scheduled → In Progress → Completed
- Features: Budget approval, actual cost tracking, variance reports, contractor mgmt
5. TAX/EXIT CALENDAR (Red #D0021B) - BONUS
- Tracks tax compliance milestones
- Data source: S2-H03A (tax exit requirements)
- Features: Jurisdiction-specific rules, required actions
================================================================================
DATABASE SCHEMA COMPONENTS
================================================================================
Primary Table: calendar_events
- 35+ columns supporting all 4 calendar types
- Event types: service_due, warranty_expires, owner_onboard, work_planned, etc.
- Status tracking: pending, confirmed, in_progress, completed, overdue
- Budget fields: budget_amount, actual_cost, budget_status, approved_by, etc.
- Conflict tracking: has_conflicts, conflicting_event_ids
- Export sync: ical_uid, last_synced_to_google, last_synced_to_ical
Supporting Tables:
- calendar_notification_rules (notification timing & channels)
- calendar_conflict_detection (identified conflicts & resolutions)
- calendar_exports (sync status with external calendars)
Indexing: 12 optimized indexes for performance
Foreign Keys: 5 relationships (boats, users, contacts, inventory)
================================================================================
KEY FEATURES
================================================================================
1. UNIFIED DASHBOARD
- All 4 calendars in one color-coded view
- Month/Week/Day/List views
- Mobile-first responsive design
- Real-time conflict indicators
2. SMART NOTIFICATIONS
- Context-aware alerts (e.g., "Service due + Owner arriving in 3 days")
- Multi-channel: Email, SMS, Push, In-app
- Customizable rules per calendar type
- Escalating urgency as event approaches
3. CONFLICT DETECTION (Automatic)
- Date overlap detection (events scheduled simultaneously)
- Resource conflicts (same contractor booked twice)
- Owner availability (can't approve work while away)
- Work blocking (dependent tasks out of order)
- Budget excess (total maintenance over annual budget)
- Severity levels: critical, high, medium, low
- Suggested resolutions provided automatically
4. BUDGET WORKFLOW
- 7-day approval deadline for work proposals
- Owner approval (full, partial, or reject)
- Actual cost tracking from S2-H06 invoices
- Budget variance alerts (110% threshold)
- Historical variance reports
5. EXPORT & SYNC
- iCal format export (compatible with Outlook, Apple Calendar)
- Google Calendar sync (daily, bidirectional)
- Event metadata exported (budget, status, contractor)
- Reminders synchronized with external calendars
================================================================================
API ENDPOINTS (40+)
================================================================================
Event Management:
POST /api/calendar/events
GET /api/calendar/events?boat_id=X&event_type=Y&start_date=Z
GET /api/calendar/events/:event_id
PATCH /api/calendar/events/:event_id
DELETE /api/calendar/events/:event_id
Work Roadmap & Budget:
POST /api/calendar/work-roadmap/propose
POST /api/calendar/work-roadmap/:event_id/approve
PATCH /api/calendar/work-roadmap/:event_id/status
POST /api/calendar/work-roadmap/:event_id/complete
Notifications:
GET /api/calendar/notifications/rules?boat_id=X&event_type=Y
POST /api/calendar/notifications/rules
PATCH /api/calendar/notifications/rules/:rule_id
Conflicts:
GET /api/calendar/conflicts?boat_id=X&severity=high,critical
POST /api/calendar/conflicts/:conflict_id/resolve
Export:
GET /api/calendar/export/ical?boat_id=X
POST /api/calendar/export/google-calendar/sync
================================================================================
DATA FEED INTEGRATIONS
================================================================================
S2-H03 (Maintenance Log System)
↓ IF.bus: maintenance_log_created
→ Creates calendar_events: service_due, service_completed
→ Triggers reminders at 60, 30, 14, 7 days
→ Reads: service_type, next_due_date, engine_hours, provider
S2-H02 (Inventory Tracking)
↓ IF.bus: inventory_warranty_expiring
→ Creates calendar_events: warranty_expires, warranty_alert
→ Triggers reminders at 90, 60, 30 days
→ Reads: warranty_expiration_date, item_name, manufacturer
S2-H06 (Expense Tracking)
↓ IF.bus: work_expense_recorded
→ Updates calendar_events: actual_cost, cumulative expenses
→ Triggers budget variance alerts (110% threshold)
→ Reads: invoice_amount, cumulative_actual_cost, budget
S2-H03A (Tax Exit Requirements)
↓ IF.bus: tax_exit_required
→ Creates calendar_events: tax_exit_required
→ Triggers reminders at 90, 60, 30, 14, 7 days
→ Reads: due_date, jurisdiction, required_actions
================================================================================
IMPLEMENTATION ROADMAP
================================================================================
Phase 1: MVP (Weeks 1-2)
- Database schema creation
- Service Calendar integration (S2-H03)
- Warranty Calendar integration (S2-H02)
- Owner Onboard manual entry
- Basic calendar view (month/week/day)
- Notification rules engine
Phase 2: Work Roadmap (Weeks 3-4)
- Work Roadmap calendar
- Budget approval workflow
- S2-H06 expense integration
- Budget variance alerts
Phase 3: Advanced Features (Weeks 5-6)
- Conflict detection algorithm
- iCal export
- Google Calendar sync
- Mobile responsive design
Phase 4: Optimization (Week 7)
- Performance tuning
- Push notification system
- User acceptance testing
================================================================================
SUCCESS METRICS
================================================================================
Service Reminders Delivery: 95% target
Budget Approval Time: < 5 days
Conflict Detection Accuracy: > 99%
Mobile Load Time: < 2 seconds
Notification Opt-in Rate: > 80%
Work Completion On Budget: > 85%
Calendar Export Success Rate: 99.9%
================================================================================
FILE LOCATIONS
================================================================================
Specification Document:
/home/user/navidocs/intelligence/session-2/multi-calendar-spec.md
IF.bus Integration Confirmation:
/home/user/navidocs/intelligence/session-2/if-bus-s2h07a-integration-confirm.json
Related Systems (Previously Delivered):
- S2-H03: /home/user/navidocs/intelligence/session-2/maintenance-log-spec.md
- S2-H02: /home/user/navidocs/intelligence/session-2/inventory-tracking-spec.md
- S2-H05: /home/user/navidocs/intelligence/session-2/contact-management-spec.md
- S2-H08: /home/user/navidocs/intelligence/session-2/document-versioning-spec.md
================================================================================
INTEGRATION READINESS
================================================================================
IF.bus Confirmations Sent To:
✓ S2-H03 (Maintenance Log System)
✓ S2-H02 (Inventory Tracking System)
✓ S2-H03A (Tax Exit Calendar)
✓ S2-H06 (Expense Tracking System)
Expected Message Types:
- maintenance_log_created → service_due calendar events
- inventory_warranty_expiring → warranty_expires calendar events
- work_expense_recorded → actual_cost updates
- tax_exit_required → tax exit calendar events
System Status:
- Specification: COMPLETE
- Database Design: COMPLETE
- API Design: COMPLETE
- UI Wireframes: COMPLETE
- Implementation: PENDING
================================================================================
NOTES FOR DEVELOPMENT TEAM
================================================================================
1. Color Coding System
- Service (Blue): #4A90E2
- Warranty (Orange): #F5A623
- Owner Onboard (Green): #7ED321
- Work Roadmap (Purple): #9013FE
- Tax/Exit (Red): #D0021B
- Completed (Gray): #9B9B9B
2. Critical Performance Requirements
- Calendar load: < 2 seconds for 1000+ events
- Conflict detection: daily run at midnight UTC
- Notification delivery: 95%+ success rate
- API response: < 500ms
3. Budget Approval Workflow
- 7-day default approval deadline
- Can be overridden per boat
- Owner receives email + optional SMS
- Auto-escalation: 3 days, 1 day before deadline
4. Conflict Resolution Strategy
- Automatic detection (daily)
- Suggest resolutions (reschedule, adjust budget, etc.)
- Notify affected parties
- Track resolution status
5. Testing Focus Areas
- Engine hours calculation (for service due dates)
- Warranty expiration boundary conditions
- Budget variance calculation (actual vs. budget)
- Conflict detection algorithm accuracy
- Multi-day event handling
================================================================================
S2-H07A COMPLETION REPORT
================================================================================
Agent: S2-H07A (Multi-Calendar System - CRITICAL)
Assignment Status: COMPLETE
Deliverables Submitted:
1. multi-calendar-spec.md (1,798 lines, 55 KB)
- Complete system specification
- Database schema design
- 4 calendar types fully specified
- Data integrations documented
- UI wireframes included
- API endpoints documented
- Testing strategy outlined
2. if-bus-s2h07a-integration-confirm.json (7.4 KB)
- Integration confirmation with S2-H03, S2-H02, S2-H06, S2-H03A
- Expected message formats
- API mappings
- Readiness status
System Ready For:
- Development implementation
- Database schema creation
- API endpoint development
- Frontend dashboard development
- Integration with existing systems
Next Steps For Implementation Team:
1. Create database schema from specification
2. Implement API endpoints
3. Develop notification engine
4. Implement conflict detection algorithm
5. Create calendar UI components
6. Integrate with S2-H03, S2-H02, S2-H06, S2-H03A
7. Test and validate
8. Deploy and monitor
================================================================================
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