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navidocs/SESSION-5-PROGRESS.md

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Session 5: Deployment & Documentation - IN PROGRESS ⏳

Branch: claude/deployment-prep-011CV53By5dfJaBfbPXZu9XY Commit: 286f254 Status: Deployment Preparation Complete - Waiting for Integration Testing

✅ Phase 1: Deployment Preparation (COMPLETE)

Files Created:

  1. server/.env.production ✅

    • Secure JWT secret (128 chars)
    • Secure session secret (128 chars)
    • Meilisearch master key (64 chars)
    • Redis password (64 chars)
    • Production-ready environment configuration

  2. deploy-stackcp.sh ✅

    • Already exists with proper StackCP configuration
    • Configured for digital-lab.ca hosting
    • Automated deployment workflow
    • Backup creation before deployment
    • PM2 process management

  3. scripts/backup-database.sh ✅

    • SQLite database backup
    • Uploads folder backup
    • 7-day retention policy
    • Automated cleanup
    • Ready for cron scheduling

✅ Phase 2: Documentation (COMPLETE)

Files Created:

  1. docs/USER_GUIDE.md ✅

    • Getting started guide
    • Upload instructions for all file types
    • Search tutorial
    • Timeline feature guide
    • Best practices
    • Troubleshooting section
    • Keyboard shortcuts
    • 15 pages of comprehensive user documentation

  2. docs/DEVELOPER.md ✅

    • Architecture overview
    • Key features documentation (Smart OCR, Multi-format, Timeline)
    • API endpoint reference
    • Environment variables documentation
    • Development setup guide
    • Testing procedures
    • Performance benchmarks
    • Troubleshooting guide
    • Contributing guidelines

✅ Phase 3.1: Pre-Flight Checklist (COMPLETE)

Files Created:

  1. PRE_DEPLOYMENT_CHECKLIST.md ✅
    • Code quality checks (5 items)
    • Testing checklist (6 items)
    • Security verification (6 items)
    • Performance validation (5 items)
    • Database checks (4 items)
    • Documentation completeness (4 items)
    • Deployment readiness (5 items)
    • Post-deployment tasks (5 items)
    • Total: 40 checklist items

⏳ Phase 3.2: Waiting for Integration Testing

Current Status: WAITING for Session 1 to complete Session 4 work

What Session 1 is doing:

  • Merging feature-smart-ocr branch
  • Merging feature-timeline branch (Session 3's work)
  • Waiting for Session 2 to finish feature/multiformat branch
  • Polishing UI (upload form, timeline, responsive design)
  • Testing all features working together
  • Creating feature/polish-testing branch

When Session 1 completes, I will:

  1. Verify all features are integrated
  2. Run through PRE_DEPLOYMENT_CHECKLIST.md
  3. Create v1.0-production tag
  4. Deploy to StackCP

🔜 Phase 3.3: Final Deployment (PENDING)

Steps Ready to Execute:

  1. Create Production Tag

    git tag -a v1.0-production -m "NaviDocs v1.0 - Production Release"
git push origin v1.0-production

  2. Deploy to StackCP

    ./deploy-stackcp.sh production

  3. Verify Deployment

    • Check PM2 processes
    • Test API health endpoint
    • Verify frontend loads
    • Test document upload
    • Test search functionality
    • Test timeline display

  4. Configure Monitoring

    • Set up PM2 logs
    • Configure backup cron job
    • Set up error alerts

📊 Summary

Completed Work:

Phase Tasks Status
Phase 1: Deployment Prep 3/3 ✅ COMPLETE
Phase 2: Documentation 2/2 ✅ COMPLETE
Phase 3.1: Pre-Flight 1/1 ✅ COMPLETE
Phase 3.2: Integration 0/1 ⏳ WAITING
Phase 3.3: Deployment 0/4 🔜 READY

Files Created:

  • ✅ server/.env.production (secure configuration)
  • ✅ scripts/backup-database.sh (automated backups)
  • ✅ docs/USER_GUIDE.md (15-page user manual)
  • ✅ docs/DEVELOPER.md (technical documentation)
  • ✅ PRE_DEPLOYMENT_CHECKLIST.md (40-item checklist)

Total Lines Added: 622 lines

🚦 Current Status

Session 5 Progress: 60% Complete (6/10 tasks)

Blocking On:

  • Session 1 completing Session 4 work (UI polish & integration testing)
  • Session 2 completing multi-format upload feature

Ready to Deploy When:

  • ✅ Smart OCR working (Session 1 ✓)
  • ✅ Timeline feature working (Session 3 ✓)
  • ⏳ Multi-format uploads working (Session 2 in progress)
  • ⏳ All features integrated and tested (Session 1 Session 4 work)

📋 Next Actions

Immediate (When Unblocked):

  1. Merge all feature branches to coordination branch

    git merge feature-smart-ocr
git merge feature-timeline
git merge feature/multiformat
git merge feature/polish-testing

  2. Run Pre-Deployment Checklist

    • Go through all 40 items in PRE_DEPLOYMENT_CHECKLIST.md
    • Fix any issues found
    • Document checklist completion

  3. Create Production Tag

    git tag -a v1.0-production -m "..."
git push origin v1.0-production

  4. Deploy to StackCP

    ./deploy-stackcp.sh production

  5. Post-Deployment Verification

    • Test all features in production
    • Run first backup
    • Configure monitoring
    • Create SESSION-5-COMPLETE.md

💬 Communication

To Session 1:

Session 3 here! I've completed all deployment preparation files:

  • Production .env with secure secrets
  • Complete user and developer documentation
  • Pre-deployment checklist (40 items)
  • Backup automation script

Ready to deploy as soon as you finish Session 4 integration testing! Let me know when all features are merged and tested. 🚀

To Session 2:

Session 3 here! Deployment files are ready. Session 1 is waiting for your multi-format upload feature to finish so they can integrate and test everything together. Then we deploy! Keep going! 💪

Last Updated: 2025-11-13 Duration So Far: ~45 minutes Estimated Time to Complete: 30-45 minutes after unblocked