navidocs/FEATURE-ROADMAP.md

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# NaviDocs Single-Tenant Feature Roadmap
**Version:** 1.0 → 2.0
**Target:** Complete single-tenant boat manual management system
**Approach:** Incremental implementation with backward compatibility
---
## 🎯 Vision
Transform NaviDocs from a demo into a production-ready single-tenant system with complete document lifecycle management, advanced search, and user preferences.
---
## 📋 Feature Categories
### 1. Document Management ⭐ (Priority 1)
- [x] Upload with OCR
- [x] View with text selection
- [x] Auto-fill metadata
- [ ] **Delete documents** (with confirmation)
- [ ] **Edit metadata** (inline or modal)
- [ ] **Bulk operations** (select multiple, bulk delete)
- [ ] **Document versions** (track changes)
- [ ] **Download original PDF**
### 2. Advanced Search 🔍 (Priority 1)
- [x] Full-text search
- [x] Diagram thumbnails
- [ ] **Filter by boat** (dropdown)
- [ ] **Filter by document type** (manual, service, warranty)
- [ ] **Filter by date range** (uploaded date)
- [ ] **Sort options** (relevance, date, title)
- [ ] **Search within document**
- [ ] **Recent searches** (last 10)
- [ ] **Search suggestions** (autocomplete)
- [ ] **Export search results** (PDF/CSV)
### 3. User Experience 🎨 (Priority 2)
- [x] Toast notifications
- [x] Responsive design
- [x] Dark theme
- [ ] **Keyboard shortcuts** (/, Ctrl+K for search, etc.)
- [ ] **Bookmarks** (save specific pages)
- [ ] **Reading progress** (remember last page)
- [ ] **Print-friendly view**
- [ ] **Fullscreen mode**
- [ ] **Night mode toggle** (darker theme)
### 4. Dashboard & Analytics 📊 (Priority 2)
- [ ] **Statistics dashboard**
- Total documents
- Total pages
- Storage used
- Most searched terms
- Recent activity
- [ ] **Document health**
- OCR status
- Missing metadata
- Indexing status
- [ ] **Usage charts**
- Searches over time
- Documents added over time
### 5. Settings & Preferences ⚙️ (Priority 1)
- [ ] **Organization settings**
- Organization name
- Default boat name
- Logo upload
- [ ] **User preferences**
- Theme (dark/light)
- Default search filters
- Items per page
- Language
- [ ] **Storage management**
- View storage usage
- Cleanup old files
- Export all data
### 6. Help & Onboarding 💡 (Priority 3)
- [ ] **Interactive tour** (first visit)
- [ ] **Keyboard shortcuts guide**
- [ ] **Search tips**
- [ ] **Feature highlights**
- [ ] **FAQ section**
### 7. Data Management 💾 (Priority 2)
- [ ] **Export all documents** (ZIP)
- [ ] **Import from backup**
- [ ] **Activity log** (audit trail)
- [ ] **Database maintenance** (vacuum, optimize)
### 8. Polish & Performance ⚡ (Priority 3)
- [x] Comprehensive logging
- [x] Error handling
- [ ] **Image lazy loading**
- [ ] **PDF page caching**
- [ ] **Search result caching**
- [ ] **Compression for images**
- [ ] **Background job queue**
---
## 🗓️ Implementation Plan
### Phase 1: Core Management (Day 1)
**Goal:** Complete document lifecycle management
1. **Document Deletion**
- Add delete button to document cards
- Confirmation modal
- Backend endpoint
- Cleanup files, DB, and search index
- Toast notification on success
2. **Metadata Editing**
- Edit modal/form
- Update boat info, title, type
- Re-index search after update
- Optimistic UI updates
3. **Download Original PDF**
- Download button in document viewer
- Proper filename
### Phase 2: Advanced Search (Day 1-2)
**Goal:** Make search powerful and flexible
1. **Search Filters**
- Boat filter (dropdown with all boats)
- Document type filter
- Date range filter
- Apply filters to search query
2. **Search Enhancements**
- Sort by relevance/date/title
- Recent searches (localStorage)
- Search within current document
3. **Search Export**
- Export results as PDF
- Export as CSV
### Phase 3: Dashboard (Day 2)
**Goal:** Provide system overview and insights
1. **Statistics Dashboard**
- Total documents, pages, storage
- Recent uploads
- Popular searches
- Quick actions
2. **Document Health**
- Show processing status
- Identify issues
- Quick fixes
### Phase 4: Settings & Preferences (Day 2-3)
**Goal:** Customizable experience
1. **Settings Page**
- Organization info
- User preferences
- Storage management
- Database maintenance
2. **Theme Toggle**
- Dark/light mode
- Persistent preference
### Phase 5: UX Enhancements (Day 3)
**Goal:** Make it delightful to use
1. **Keyboard Shortcuts**
- / or Ctrl+K for search
- Arrow keys for navigation
- Escape to close modals
- Shortcuts help modal
2. **Bookmarks**
- Save favorite pages
- Quick access
- Manage bookmarks
3. **Reading Progress**
- Remember last page per document
- Resume reading
### Phase 6: Polish & Testing (Day 3)
**Goal:** Production-ready quality
1. **Performance Optimization**
- Image lazy loading
- Caching strategies
- Compression
2. **Testing**
- E2E tests for new features
- Load testing
- Edge case handling
3. **Documentation**
- Update guides
- Feature screenshots
- API documentation
---
## 🎨 UI/UX Considerations
### Design Principles
1. **Consistent:** Follow existing pink/purple dark theme
2. **Intuitive:** Common patterns (3-dot menus, icon buttons)
3. **Responsive:** All features work on mobile
4. **Accessible:** Keyboard navigation, ARIA labels
5. **Fast:** Optimistic updates, caching
### Component Additions
- `ConfirmDialog.vue` - Reusable confirmation modal
- `EditDocumentModal.vue` - Edit document metadata
- `SearchFilters.vue` - Advanced search filter panel
- `StatsCard.vue` - Dashboard statistics cards
- `SettingsPanel.vue` - Settings sections
- `KeyboardShortcuts.vue` - Shortcuts help modal
- `BookmarksList.vue` - Bookmarks sidebar
### New Routes
```javascript
/ # Home (existing)
/search # Search (existing)
/document/:id # Document viewer (existing)
/dashboard # New: Statistics dashboard
/settings # New: Settings page
/bookmarks # New: Bookmarks list
```
---
## 🔧 Backend Changes
### New Endpoints
```javascript
DELETE /api/documents/:id # Delete document
PATCH /api/documents/:id # Update metadata
GET /api/documents/:id/download # Download PDF
GET /api/stats # Get statistics
GET /api/search/history # Recent searches
POST /api/bookmarks # Add bookmark
GET /api/bookmarks # List bookmarks
DELETE /api/bookmarks/:id # Remove bookmark
GET /api/settings # Get settings
PATCH /api/settings # Update settings
POST /api/export # Export all data
```
### Database Schema Additions
```sql
-- Bookmarks
CREATE TABLE bookmarks (
id INTEGER PRIMARY KEY AUTOINCREMENT,
documentId TEXT NOT NULL,
pageNumber INTEGER NOT NULL,
note TEXT,
createdAt INTEGER NOT NULL,
FOREIGN KEY(documentId) REFERENCES documents(id) ON DELETE CASCADE
);
-- Settings
CREATE TABLE settings (
key TEXT PRIMARY KEY,
value TEXT NOT NULL,
updatedAt INTEGER NOT NULL
);
-- Activity Log
CREATE TABLE activity_log (
id INTEGER PRIMARY KEY AUTOINCREMENT,
action TEXT NOT NULL,
entity TEXT,
entityId TEXT,
details TEXT,
createdAt INTEGER NOT NULL
);
```
---
## ⚠️ Breaking Changes Prevention
### Backward Compatibility Strategy
1. **Add, don't replace:** New endpoints alongside existing
2. **Optional features:** All new features are additive
3. **Database migrations:** Careful schema updates
4. **API versioning:** Consider /api/v1 prefix for future
5. **Feature flags:** Toggle new features on/off
### Testing Strategy
1. **Existing tests must pass:** All 8 E2E tests
2. **New tests for new features:** Add to test suite
3. **Regression testing:** Verify old features still work
4. **Manual testing:** Complete user flow tests
---
## 📊 Success Metrics
### Completion Criteria
- [ ] All priority 1 features implemented
- [ ] 15+ E2E tests passing
- [ ] < 100ms response time for all endpoints
- [ ] Zero console errors
- [ ] Mobile responsive verified
- [ ] Complete documentation updated
- [ ] Demo-ready with showcase
### Quality Gates
1. **Code Quality:** ESLint passing, no warnings
2. **Performance:** Lighthouse score >90
3. **Tests:** >80% feature coverage
4. **Documentation:** All new features documented
5. **UX:** User testing with 3+ scenarios
---
## 🚀 Deployment Checklist
- [ ] Run all tests
- [ ] Update environment variables
- [ ] Database migrations applied
- [ ] Backup existing data
- [ ] Performance testing
- [ ] Security audit
- [ ] Documentation updated
- [ ] Stakeholder demo
---
**Next Steps:** Begin Phase 1 implementation
**Timeline:** 3-day sprint for complete feature set
**Goal:** Production-ready single-tenant system with all features
Let's build something amazing! 🚢✨