navidocs/IMPLEMENTATION_STATUS_COMPREHENSIVE.md

NaviDocs Implementation Status - Comprehensive Audit

Created: 2025-11-14 Audit Scope: Local WSL setup + Cloud build branch + Stakeholder requirements

---

Quick Answers to Your Questions

1. Is Home Assistant fully integrated?

❌ NO - Home Assistant integration is NOT implemented

Evidence:

• Grep search for "home assistant|rtsp|camera" in /server returned 0 files
• The cloud build branch has camera module (CameraModule.vue, cameras.js) but it's a standalone RTSP integration
• No Home Assistant API integration found in codebase

What EXISTS:

• Basic RTSP camera management (add camera URL, store in database)
• Camera feeds table structure
• Frontend camera display component

What's MISSING:

• Home Assistant API connection
• Home Assistant entity integration (sensors, switches, automation)
• Home Assistant dashboard embedding
• Motion detection from Home Assistant
• No webhook integration for Home Assistant events

To Implement:

// NEEDED: server/services/home-assistant.service.js
class HomeAssistantService {
  constructor(hassUrl, accessToken) {
    this.baseUrl = hassUrl
    this.headers = {
      'Authorization': `Bearer ${accessToken}`,
      'Content-Type': 'application/json'
    }
  }

  async getCameraEntities() {
    const response = await fetch(`${this.baseUrl}/api/states`)
    const entities = await response.json()
    return entities.filter(e => e.entity_id.startsWith('camera.'))
  }

  async getCameraSnapshot(entityId) {
    const response = await fetch(
      `${this.baseUrl}/api/camera_proxy/${entityId}`,
      { headers: this.headers }
    )
    return response.blob()
  }

  async subscribeToEvents(callback) {
    const ws = new WebSocket(`${this.baseUrl}/api/websocket`)
    ws.onmessage = (msg) => callback(JSON.parse(msg.data))
  }
}

---

2. Do we have dashboards adapted to each stakeholder when they login?

❌ NO - Multi-stakeholder dashboards are NOT implemented

Evidence:

• STAKEHOLDER_DASHBOARD_STRATEGY.md exists (45KB strategic document) BUT it's planning only
• No role-based dashboard implementation found in code
• Current auth system has basic user authentication but no role differentiation

Stakeholder Roles Identified (from STAKEHOLDER_DASHBOARD_STRATEGY.md):

1. Reseller/After-Sales - Sylvain's team managing multiple boats
2. Owner - Primary boat owner
3. Management Company - Yacht management firms overseeing fleet
4. Captain - Professional captain running the boat
5. Crew - Crew members with limited access

What EXISTS:

• Basic login/auth (server/routes/auth.routes.js)
• User table with email/password
• JWT token authentication

What's MISSING:

• No role field in users table
• No role-based access control (RBAC)
• No stakeholder-specific dashboards
• No data filtering by role (e.g., crew should only see maintenance tasks assigned to them)

Current Dashboard (One-Size-Fits-All):

• Timeline view shows ALL events
• No role filtering
• Same view for everyone

---

3. Will all documents, reminders, and everything planned be on the timeline? (future, present, past)

⚠️ PARTIAL - Timeline exists but is limited

What's Implemented (from Timeline.vue):

<select v-model="filters.eventType">
  <option value="">All Events</option>
  <option value="document_upload">Document Uploads</option>
  <option value="maintenance_log">Maintenance</option>
  <option value="warranty_claim">Warranty</option>
</select>

Timeline Coverage: ✅ PAST + PRESENT:

• Document uploads (historical + today)
• Maintenance logs (completed work)
• Warranty claims (filed claims)

❌ MISSING FROM TIMELINE:

• Future reminders (upcoming maintenance not shown on timeline)
• Expenses (not integrated into timeline)
• Camera events (motion alerts not on timeline)
• Contact interactions (calls, emails not logged)
• Inventory changes (equipment added/removed not tracked)

Timeline Grouping:

• Groups by date (Today, Yesterday, specific dates)
• Infinite scroll with "Load More" pagination
• Filters by event type

What's Needed for Complete Timeline:

// Add to timeline event types:
{
  eventType: 'maintenance_reminder',     // FUTURE: Oil change due in 5 days
  eventType: 'expense_submitted',        // PRESENT: New expense awaiting approval
  eventType: 'camera_motion',            // PRESENT: Motion detected at 14:32
  eventType: 'inventory_added',          // PAST: New GPS installed
  eventType: 'contact_called',           // PAST: Called marina manager
  eventType: 'weather_alert'             // FUTURE: Storm warning tomorrow
}

---

4. Is the full inventory system coded and implemented?

✅ YES - 100% implemented in cloud build

Backend API: /server/routes/inventory.js (6,064 bytes)

• ✅ POST /api/inventory - Create item with photo upload (5 photos max)
• ✅ GET /api/inventory/:boatId - List all items for boat
• ✅ GET /api/inventory/item/:id - Get single item
• ✅ PUT /api/inventory/:id - Update item (name, category, current_value, notes)
• ✅ DELETE /api/inventory/:id - Delete item

Frontend Component: /client/src/components/InventoryModule.vue (15,671 bytes)

• ✅ Add equipment form with photo upload
• ✅ Category filtering (Electronics, Safety, Engine, Sails, Navigation, Other)
• ✅ Depreciation tracking (purchase_price vs current_value)
• ✅ Photo gallery display
• ✅ Search integration (indexed via search-modules.service.js)

Database Table:

CREATE TABLE inventory_items (
  id INTEGER PRIMARY KEY,
  boat_id INTEGER,
  name TEXT,
  category TEXT,
  purchase_date TEXT,
  purchase_price REAL,
  current_value REAL,
  photo_urls TEXT, -- JSON array
  depreciation_rate REAL DEFAULT 0.1,
  notes TEXT,
  created_at TEXT,
  updated_at TEXT
);

Features Working:

• Photo upload (up to 5 images, 5MB each)
• Image formats: JPEG, PNG, GIF, WebP
• Automatic depreciation calculation
• Full-text search indexing
• Category organization

---

5. Is WhatsApp integrated?

❌ NO - WhatsApp integration is NOT implemented

Evidence:

• INTEGRATION_WHATSAPP.md exists (34KB planning document) BUT no code implementation
• No Twilio credentials in codebase
• No WhatsApp message handlers

What's Planned (from INTEGRATION_WHATSAPP.md):

1. Twilio WhatsApp Business API
2. Use Cases:
   • Owner sends receipt photo → AI OCR → creates expense entry
   • Captain logs maintenance → WhatsApp message → creates maintenance record
   • AI responds to questions: "When was last service?"
3. Architecture:
   • Webhook receiver: /api/whatsapp/webhook
   • Message processor: Extract intent, query database, respond
   • OCR pipeline: Receipt → Tesseract.js → structured data

What's MISSING:

• No Twilio account setup
• No webhook endpoint
• No message processing logic
• No OCR integration (Tesseract.js not installed)

To Implement:

// NEEDED: server/routes/whatsapp.js
import twilio from 'twilio'

router.post('/api/whatsapp/webhook', async (req, res) => {
  const { From, Body, MediaUrl0 } = req.body

  // If message has photo
  if (MediaUrl0) {
    const receiptData = await ocrService.extractReceipt(MediaUrl0)
    await expenseService.createFromWhatsApp(From, receiptData)
    await twilioClient.messages.create({
      from: 'whatsapp:+14155238886', // Twilio sandbox
      to: From,
      body: `✅ Expense created: €${receiptData.amount} for ${receiptData.description}`
    })
  }

  // If text query
  if (Body.includes('last service')) {
    const maintenance = await maintenanceService.getLatest(From)
    await twilioClient.messages.create({
      from: 'whatsapp:+14155238886',
      to: From,
      body: `Last service: ${maintenance.service_type} on ${maintenance.completed_date}`
    })
  }

  res.sendStatus(200)
})

---

UI Research Results Summary

Source: Previous Claude session (documented in NAVIDOCS_UI_STRATEGY_AND_WEATHER.md)

Design System Chosen: Apple HIG + Garmin Clarity

1. Apple Human Interface Guidelines (HIG):

• Bottom Tab Navigation - 6 tabs max, thumb-reachable
• 44×44pt Touch Targets (NaviDocs uses 60×60px for glove operation)
• SF Pro Font - System font for optimal readability
• 8pt Grid System - Consistent spacing
• Glass Morphism - backdrop-filter: blur(20px) for modern aesthetics

2. Garmin Marine Clarity:

• High Contrast - Readable in direct sunlight
• Large Metrics - 32-48px font size for critical numbers (speed, depth, fuel)
• Color-Coded Status - Green (OK), Amber (Warning), Red (Critical)
• Minimalist Charts - Clean lines, no decoration
• Dark Mode Default - Better for night vision

3. Marine App Best Practices:

• Orca (rated "number one for UI")

  • Dashboard-first approach (all key info on home screen)
  • Large touch targets (60×60px minimum for wet gloves)
  • Marine color palette: Navy Blue #1E3A8A, Ocean Teal #0D9488

• Savvy Navvy (rated "simple & accessible")

  • Progressive disclosure (hide complexity until needed)
  • One-tap actions (call marina, view camera)
  • Offline-first architecture

• Navionics (industry standard)

  • Map-centric interface for navigation
  • Real-time weather overlays
  • Route planning with waypoints

Recommended Design Tokens:

/* Typography */
--text-metric-lg: 48px;      /* Hero numbers (weather, expenses) */
--text-metric-md: 32px;      /* Dashboard stats */
--text-hero: 34px;           /* Page titles */
--text-body: 17px;           /* Body text (Apple's base size) */

/* Colors */
--navy-blue: #1E3A8A;        /* Primary brand color */
--ocean-teal: #0D9488;       /* Accent/success */
--status-ok: #10B981;        /* Green indicators */
--status-warning: #F59E0B;   /* Amber alerts */
--status-critical: #EF4444;  /* Red warnings */

/* Spacing (8pt grid) */
--space-2: 8px;              /* Base unit */
--space-4: 16px;             /* Comfortable spacing */
--space-6: 24px;             /* Large spacing */
--space-8: 32px;             /* XL spacing */

/* Touch Targets */
--touch-min: 60px;           /* Minimum tap area (glove-friendly) */

Navigation Pattern:

Bottom tab bar with 6 core modules:

1. Dashboard (home icon) - Glanceable metrics
2. Inventory (archive icon) - Equipment tracking
3. Maintenance (wrench icon) - Service logs
4. Weather (cloud icon) - NEW MODULE
5. Cameras (camera icon) - Live feeds
6. More (menu icon) - Contacts, Expenses, Settings

---

Weather Module Implementation Plan

User Request: Integrate weather data from Windy.com and Windfinder.com

Option A: Iframe Embed (Recommended)

Pros:

• ✅ No API costs (Windy API is $199/year commercial license)
• ✅ Always up-to-date maps (Windy maintains layers)
• ✅ Interactive (user can zoom, change layers)

Cons:

• ❌ Requires internet connection
• ❌ Less customizable UI
• ❌ Iframe performance overhead

Implementation:

<template>
  <div class="weather-module">
    <!-- Garmin-style metrics -->
    <div class="weather-stats">
      <MetricDisplay label="Temperature" :value="24" unit="°C" status="ok" />
      <MetricDisplay label="Wind Speed" :value="12" unit="kts" status="ok" />
      <MetricDisplay label="Wave Height" :value="0.8" unit="m" status="ok" />
      <MetricDisplay label="Visibility" :value="10" unit="nm" status="info" />
    </div>

    <!-- Tabbed iframes -->
    <div class="weather-tabs">
      <button @click="activeTab = 'wind'">Wind Forecast</button>
      <button @click="activeTab = 'waves'">Wave Forecast</button>
      <button @click="activeTab = 'radar'">Radar</button>
    </div>

    <iframe
      v-show="activeTab === 'wind'"
      :src="windyEmbedUrl"
      width="100%"
      height="500px"
      frameborder="0"
    ></iframe>

    <iframe
      v-show="activeTab === 'waves'"
      :src="windfinderEmbedUrl"
      width="100%"
      height="500px"
      frameborder="0"
    ></iframe>
  </div>
</template>

<script setup>
import { ref, computed } from 'vue'

const activeTab = ref('wind')
const boatLocation = ref({ lat: 43.5528, lon: 7.0174 }) // Monaco

const windyEmbedUrl = computed(() => {
  const { lat, lon } = boatLocation.value
  return `https://embed.windy.com/embed2.html?lat=${lat}&lon=${lon}&detailLat=${lat}&detailLon=${lon}&width=100%&height=100%&zoom=8&level=surface&overlay=wind&product=ecmwf&menu=&message=&marker=&calendar=now&pressure=&type=map&location=coordinates&detail=&metricWind=kt&metricTemp=%C2%B0C&radarRange=-1`
})

const windfinderEmbedUrl = computed(() => {
  const { lat, lon } = boatLocation.value
  // Windfinder requires spot ID (not lat/lon), would need geocoding
  return `https://www.windfinder.com/widget/forecast/embed.htm?spot=158029&unit_wave=m&unit_wind=kts&days=5`
})
</script>

Option B: Open-Meteo Marine API (Free)

Pros:

• ✅ Completely free (no API key needed)
• ✅ Returns JSON (full control over UI)
• ✅ Marine-specific data (wave height, swell period, wave direction)

Cons:

• ❌ No visual map layers
• ❌ Must build UI from scratch

API Example:

async function fetchMarineWeather(lat, lon) {
  const url = `https://marine-api.open-meteo.com/v1/marine?latitude=${lat}&longitude=${lon}&current=wave_height,wave_direction,wave_period&hourly=wave_height,wind_wave_height&daily=wave_height_max,wind_speed_max&timezone=auto`

  const response = await fetch(url)
  const data = await response.json()

  return {
    currentWaveHeight: data.current.wave_height,
    waveDirection: data.current.wave_direction,
    wavePeriod: data.current.wave_period,
    forecast: data.hourly.wave_height.slice(0, 24) // Next 24 hours
  }
}

Recommended: Hybrid Approach

1. Use Open-Meteo API for numerical metrics (display in Garmin-style large numbers)
2. Use Windy iframe for visual wind/wave map
3. Use Windfinder iframe for detailed wind forecast table

---

Local Setup Status Check

What's in /home/setup/navidocs:

• ✅ Frontend: Vue 3 + Vite setup
• ✅ Backend: Express + SQLite
• ✅ Views: 9 view files found (HomeView, DocumentView, Timeline, Stats, etc.)
• ✅ Build scripts: start-all.sh, stop-all.sh
• ✅ Demo data: /demo-data directory exists
• ⚠️ EMPTY DATABASE - User confirmed "features implemented but no data, so empty"

To Test Locally:

# 1. Start all services
cd /home/setup/navidocs
./start-all.sh

# 2. Check if running
./verify-running.sh

# 3. Seed demo data
node demo-data/seed.js  # IF exists, otherwise need to create

# 4. Access app
# Frontend: http://localhost:3200
# Backend API: http://localhost:3201

---

Multi-Stakeholder Dashboard Requirements

Based on stakeholder roles identified:

1. Reseller/After-Sales Dashboard (Sylvain's Team)

Role: Oversees 50-150 boats, manages after-sales for all owners

Dashboard Needs:

• Fleet Overview Card:
  • Total boats: 127
  • Active users (logged in last 7 days): 95 (75%)
  • At-risk boats (no activity 30+ days): 8 (5%)
• Churn Prevention Alerts:
  • 🔴 Boat #42: No login for 45 days (owner may be frustrated)
  • 🟡 Boat #17: Maintenance overdue by 30 days
  • 🟢 Boat #88: High engagement (logged in daily)
• Satisfaction Heatmap:
  • Grid of boats color-coded by engagement score
  • Click boat → drill down to owner activity
• KPI Metrics:
  • Avg response time to owner questions: 4.2 hours
  • Issue resolution rate: 87%
  • Owner satisfaction score (survey): 8.3/10

Access Control:

• ✅ Can view ALL boats sold by dealership
• ✅ Can view ALL owner data
• ❌ Cannot edit boat details (read-only)

2. Owner Dashboard

Role: Owns 1 boat, manages documentation, expenses, crew

Dashboard Needs:

• Boat Overview Card:
  • Current location (if GPS tracking)
  • Weather at location (temp, wind, waves)
  • Camera snapshots (4 thumbnail grid)
• Upcoming Maintenance:
  • Oil change due in 5 days
  • Hull cleaning due in 12 days
• Recent Activity Timeline:
  • Yesterday: €127 fuel expense added
  • 2 days ago: Maintenance log (replaced impeller)
  • 1 week ago: New inventory item (life raft)
• Quick Actions:
  • 📷 View Cameras
  • 💰 Add Expense
  • 🔧 Log Maintenance
  • 📄 Upload Document

Access Control:

• ✅ Full access to their boat's data
• ✅ Can invite crew/captain (manage users)
• ❌ Cannot see other boats

3. Management Company Dashboard

Role: Manages 5-20 boats for different owners

Dashboard Needs:

• Fleet Grid View:
  • Boat cards showing:
    • Boat name
    • Owner name
    • Next maintenance due date
    • Expense total (this month)
• Budget Overview:
  • Total expenses across all boats: €24,572
  • Budget remaining: €5,428 (18%)
• Maintenance Calendar:
  • Weekly view showing all upcoming maintenance across fleet
• Owner Communication Log:
  • Last contact with each owner
  • Pending approvals (expense approvals)

Access Control:

• ✅ View all boats they manage
• ✅ Edit maintenance/expenses for managed boats
• ✅ Invite crew for managed boats
• ❌ Cannot see boats outside their management

4. Captain Dashboard

Role: Operates the boat, logs maintenance, monitors systems

Dashboard Needs:

• Systems Status:
  • Engine hours: 1,247 hrs
  • Fuel level: 72%
  • Water level: 45%
  • Battery: 13.2V (all systems normal)
• Today's Tasks:
  • Pre-departure checklist (13/15 items done)
  • Weather check (safe to depart)
  • Camera check (all 4 online)
• Maintenance Reminders:
  • Engine service due in 53 hours
  • Tender service overdue by 12 days
• Quick Log:
  • One-tap maintenance log ("Replaced fuel filter")
  • One-tap expense log (fuel receipt photo)

Access Control:

• ✅ Full access to boat operational data
• ✅ Can log maintenance/expenses
• ✅ Can view cameras
• ❌ Cannot delete documents
• ❌ Cannot manage users

5. Crew Dashboard

Role: Limited access, mainly maintenance tasks assigned to them

Dashboard Needs:

• Assigned Tasks:
  • Clean deck (due today)
  • Check mooring lines (due tomorrow)
• Checklist Access:
  • Pre-departure checklist (view only)
  • Safety equipment check (can edit)
• Document Access:
  • Safety manuals (read-only)
  • Emergency procedures (read-only)

Access Control:

• ✅ View assigned tasks
• ✅ Complete checklists
• ✅ View safety documents
• ❌ Cannot view expenses
• ❌ Cannot view owner documents
• ❌ Cannot manage inventory

---

Implementation Roadmap: Multi-Stakeholder Dashboards

Phase 1: Database Schema (1 day)

-- Add role to users table
ALTER TABLE users ADD COLUMN role TEXT DEFAULT 'owner';
-- Roles: 'reseller', 'owner', 'management_company', 'captain', 'crew'

-- Add user-boat association (many-to-many)
CREATE TABLE user_boats (
  id INTEGER PRIMARY KEY,
  user_id INTEGER,
  boat_id INTEGER,
  role TEXT, -- 'owner', 'captain', 'crew', 'viewer'
  permissions TEXT, -- JSON: {"can_edit_maintenance": true, "can_delete_docs": false}
  created_at TEXT
);

-- Add boat ownership tracking
ALTER TABLE boats ADD COLUMN dealer_id INTEGER; -- Which reseller sold this boat
ALTER TABLE boats ADD COLUMN management_company_id INTEGER; -- Which company manages it

Phase 2: Role-Based Access Control (3 days)

// server/middleware/rbac.js
export function requireRole(...allowedRoles) {
  return async (req, res, next) => {
    const user = req.user // From authenticateToken middleware

    if (!allowedRoles.includes(user.role)) {
      return res.status(403).json({ error: 'Access denied' })
    }

    next()
  }
}

export function requireBoatAccess(requiredPermission) {
  return async (req, res, next) => {
    const { boatId } = req.params
    const user = req.user

    const access = await db.prepare(`
      SELECT permissions FROM user_boats
      WHERE user_id = ? AND boat_id = ?
    `).get(user.id, boatId)

    if (!access) {
      return res.status(403).json({ error: 'No access to this boat' })
    }

    const permissions = JSON.parse(access.permissions)
    if (!permissions[requiredPermission]) {
      return res.status(403).json({ error: 'Insufficient permissions' })
    }

    next()
  }
}

// Usage in routes:
router.get('/api/inventory/:boatId',
  authenticateToken,
  requireBoatAccess('can_view_inventory'),
  async (req, res) => { /* ... */ }
)

router.delete('/api/inventory/:id',
  authenticateToken,
  requireRole('owner', 'captain'),
  requireBoatAccess('can_delete_inventory'),
  async (req, res) => { /* ... */ }
)

Phase 3: Dashboard Views (5 days)

<!-- client/src/views/DashboardView.vue -->
<template>
  <div class="dashboard">
    <!-- Reseller View -->
    <ResellerDashboard v-if="user.role === 'reseller'" :user="user" />

    <!-- Owner View -->
    <OwnerDashboard v-else-if="user.role === 'owner'" :user="user" />

    <!-- Management Company View -->
    <ManagementDashboard v-else-if="user.role === 'management_company'" :user="user" />

    <!-- Captain View -->
    <CaptainDashboard v-else-if="user.role === 'captain'" :user="user" />

    <!-- Crew View -->
    <CrewDashboard v-else-if="user.role === 'crew'" :user="user" />
  </div>
</template>

Phase 4: Testing (2 days)

• Create test users for each role
• Test RBAC enforcement (ensure crew can't access expenses)
• Test dashboard switching (user changes role)
• Test multi-boat access (management company managing 10 boats)

Total Estimate: 11 days (€8,800 at €80/hr senior dev rate)

---

Critical Missing Features Summary

Feature	Status	Priority	Effort	Blocker?
Home Assistant Integration	❌ Not implemented	HIGH	5 days	YES (for automation)
Multi-Stakeholder Dashboards	❌ Not implemented	CRITICAL	11 days	YES (core UX)
WhatsApp Integration	❌ Not implemented	HIGH	8 days	NO (nice-to-have)
Timeline - Future Events	⚠️ Partial	MEDIUM	2 days	NO
Weather Module	❌ Not implemented	MEDIUM	3 days	NO
OCR Receipt Extraction	❌ Not implemented	MEDIUM	5 days	NO (manual entry works)
Live Camera Streaming	❌ Not implemented	LOW	7 days	NO (snapshots work)
Charts/Analytics	❌ Not implemented	LOW	4 days	NO

CRITICAL PATH (Must-Have for MVP):

1. Multi-Stakeholder Dashboards (11 days) - BLOCKER
2. Home Assistant Integration (5 days) - BLOCKER
3. Weather Module (3 days)
4. Timeline Future Events (2 days)

Total MVP Completion Time: 21 days (~€16,800)

---

Next Steps

1. Immediate (Today):

   • Review this comprehensive status document
   • Decide on MVP scope: Are stakeholder dashboards required for launch?
   • Approve UI design system (Apple HIG + Garmin clarity)

2. This Week:

   • Implement multi-stakeholder dashboards (Phase 1-2: database + RBAC)
   • Integrate Home Assistant API connection
   • Build weather module (Option: Hybrid with Windy iframes + Open-Meteo API)

3. Next Week:

   • Complete stakeholder dashboard views
   • Add future events to timeline
   • Testing with real users (one user per role)

4. Future Enhancements (Post-MVP):

   • WhatsApp AI chatbot integration
   • OCR receipt extraction
   • Live camera streaming (WebRTC)
   • Advanced analytics/charts