navidocs/CLOUD_SESSION_2_TECHNICAL_INTEGRATION.md

Cloud Session 2: Technical Integration Architecture

NaviDocs Yacht Sales Enhancement Roadmap

Session Type: Technical Integration Specialist Lead Agent: Sonnet (architecture + development) Swarm Size: 10 Haiku agents Token Budget: $20 (10K Sonnet + 60K Haiku) Output: Feature specs + integration architecture + sprint plan

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Mission Statement

Design technical architecture for sticky daily-use features (inventory tracking, cameras, maintenance logs, contacts, accounting) that make NaviDocs indispensable to recreational boat owners. Documentation features are secondary to engagement.

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Context (Read First)

Prerequisites:

1. Read intelligence/session-1/session-1-market-analysis.md
2. Read intelligence/session-1/session-1-handoff.md
3. Read /home/setup/navidocs/ARCHITECTURE_INTEGRATION_ANALYSIS.md (if accessible)

Current NaviDocs Tech Stack:

• Frontend: Vue 3 + Vite
• Backend: Express.js + SQLite
• Background: BullMQ + Redis
• Search: Meilisearch
• OCR: Tesseract + Google Vision
• Auth: JWT + bcrypt

Critical Feature Gaps (from Session 1):

• No inventory tracking (€15K-€50K forgotten value at resale)
• No camera/monitoring integration (owners want "is my boat OK?" reassurance)
• No maintenance log (when was last engine service? upcoming work alerts?)
• No contact management (crew, marina, mechanics, cleaners)
• No expense tracking (how much am I spending on this boat?)
• No impeccable search (avoid long lists, structured faceted results)

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Agent Identity & Check-In Protocol

YOU ARE: Sonnet coordinator for Session 2 (Technical Architecture)

YOUR HAIKU SWARM: You have 10 Haiku agents available. Use as many as needed (not required to use all 10).

AGENT IDENTITY SYSTEM: When spawning a Haiku agent, assign it an identity: S2-H01 through S2-H10 Each agent MUST:

1. Check in at start: "I am S2-H03, assigned to [task name]"
2. Reference their task by searching this document for "Agent 3:" (matching their number)
3. Retain identity throughout execution
4. Report completion with identity: "S2-H03 complete: [deliverable summary]"

TASK DEPENDENCIES:

• Most agents can run in parallel
• Agent 10 typically synthesizes results from Agents 1-9 (must wait for completion)

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Your Tasks (Spawn 10 Haiku Agents in Parallel)

Agent 1: NaviDocs Codebase Analysis

AGENT ID: S2-H01 ** Read Files:

• server/db/schema.sql - Database structure
• server/routes/*.js - API endpoints
• server/services/*.js - Business logic
• server/workers/*.js - Background jobs

Deliverable: Architecture map with integration points

Agent 2: Inventory Tracking System Design (CRITICAL)

AGENT ID: S2-H02 ** Design:

• Database schema: boat_inventory (item_name, category, zone, purchase_date, purchase_price, receipt_url, warranty_expiration, current_value)
• Categories: tender/zodiac, electronics, engine, deck, interior, safety
• Zones: salon, galley, helm, engine room, stern storage
• OCR receipt extraction (auto-populate item, price, date)
• Resale value calculator (total upgrades since purchase)
• Search facets (by category, zone, value range, warranty status)

Deliverable: Inventory tracking spec with impeccable search UX

Agent 3: Maintenance Log & Reminder System

AGENT ID: S2-H03 ** Design:

• Database schema: maintenance_log (service_type, date, cost, provider, next_due_date, engine_hours)
• Service types: engine, electronics, hull, deck, safety equipment
• Reminder alerts (based on date OR engine hours)
• Service provider contacts (auto-suggest from past services)
• Expense rollup (total maintenance spend YTD, annual)

Deliverable: Maintenance tracking spec with smart reminders

Agent 4: Camera & Remote Monitoring Integration (STICKY!)

AGENT ID: S2-H04 ** Research + Design:

• Home Assistant camera feed integration (Hikvision, Reolink, marine cameras)
• Webhook architecture (NaviDocs ← HA events: motion detected, battery low, bilge alert)
• Camera snapshot storage (link to boat, timestamp, auto-cleanup old images)
• Mobile-first UI (owners check from phone: "is my boat OK?")
• Use cases: security monitoring, dock check, weather damage assessment

Deliverable: Camera/HA integration architecture with peace-of-mind UX

Agent 5: Contact Management System

AGENT ID: S2-H05 ** Design:

• Database schema: boat_contacts (name, role, phone, email, notes, last_used)
• Roles: marina, mechanic, cleaner, charter crew, electrician, surveyor
• One-tap call/email from mobile
• Auto-suggest from maintenance log (provider → contact)
• Quick actions: "Call my mechanic", "Email charter crew"

Deliverable: Contact management spec with mobile-first UX

Agent 6: Expense Tracking & Accounting

AGENT ID: S2-H06 ** Design:

• Database schema: expense tracking across inventory, maintenance, marina fees
• Expense categories (maintenance, upgrades, insurance, marina, fuel, crew)
• Annual/monthly rollups (how much is this boat costing me?)
• Budget alerts ("You've spent €15K this year, €3K over budget")
• Tax deduction report (for chartered boats)

Deliverable: Expense tracking spec with budget management

Agent 7: Impeccable Search UX Design (CRITICAL)

AGENT ID: S2-H07 ** Design:

• Search architecture (Meilisearch faceted search)
• Structured results (NO long lists - Pinterest/Airbnb grid layout)
• Facets: category, zone, value range, warranty status, date range
• Mobile-first (owners search from phone)
• Voice search support ("Show me tender warranty")
• Quick filters: "Show expensive items", "Show expiring warranties"

Deliverable: Search UX spec with visual mockups (avoid long lists!)

Agent 8: Notification System Design

AGENT ID: S2-H08 ** Design:

• Email notification service
• SMS alerts (warranty expiration, document missing)
• In-app notification center
• Push notifications (PWA)

Deliverable: Notification architecture with templates

Agent 9: Database Migration Plan

AGENT ID: S2-H09 ** Create:

• Migration scripts for warranty tracking
• Charter mode fields (flag, crew, safety)
• Expiration tracking tables
• Collaboration features schema

Deliverable: SQL migrations + rollback scripts

Agent 10: Sprint Planning

AGENT ID: S2-H10 ** Compile:

• Week 1-4 task breakdown
• Dependencies mapped (e.g., DB migrations before API work)
• Acceptance criteria per feature
• Testing strategy (unit, integration, E2E)

Deliverable: 4-week sprint plan with Gantt chart

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IF.bus Integration Pattern

Event Bus Design

// server/services/event-bus.js
class EventBus {
  async publish(topic, event) {
    // Publish to Redis pub/sub
    // Trigger webhooks (Home Assistant)
    // Queue background jobs
    // Log to audit trail
  }

  async subscribe(topic, handler) {
    // Subscribe to Redis channel
    // Handle incoming events
  }
}

// Topics for NaviDocs
const TOPICS = {
  WARRANTY_EXPIRING: 'warranty.expiring',
  DOCUMENT_UPLOADED: 'document.uploaded',
  SALE_INITIATED: 'sale.initiated',
  BOAT_TRANSFERRED: 'boat.transferred'
};

Webhook Framework

// server/services/webhook.service.js
class WebhookService {
  async sendWebhook(url, event) {
    // POST event to external system
    // Retry on failure (exponential backoff)
    // Log delivery status
  }

  async registerWebhook(organizationId, url, topics) {
    // Store webhook subscription
    // Validate URL reachability
  }
}

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Output Format

Deliverable 1: Technical Architecture Document

File: session-2-architecture.md

Structure:

# NaviDocs Yacht Sales Technical Architecture

## System Overview
[High-level architecture diagram]

## Database Schema Changes
[Agent 9: Migration scripts]

## API Endpoints (New)
### Warranty Tracking
- POST /api/warranties
- GET /api/warranties/:id
- PUT /api/warranties/:id
- DELETE /api/warranties/:id
- GET /api/warranties/expiring

### Sale Workflow
- POST /api/sales
- GET /api/sales/:id/documents
- POST /api/sales/:id/transfer

### Webhooks
- POST /api/webhooks/register
- GET /api/webhooks
- DELETE /api/webhooks/:id

## Integration Architecture
### Home Assistant
[Agent 4: Webhook + MQTT design]

### MLS Platforms
[Agent 6: API contracts]

### Notification System
[Agent 8: Email/SMS/Push architecture]

## Security Remediation
[Agent 7: Security fixes]

## Offline Mode
[Agent 5: PWA caching strategy]

## 4-Week Sprint Plan
[Agent 10: Gantt chart + tasks]

Deliverable 2: Implementation Tasks

File: session-2-sprint-plan.md

Structure:

# 4-Week Implementation Sprint

## Week 1: Foundation (Nov 13-19)
### Day 1-2: Database Migrations
- [ ] Create warranty_tracking table
- [ ] Create sale_workflows table
- [ ] Create webhooks table
- [ ] Create notification_templates table

### Day 3-4: Event Bus
- [ ] Implement IF.bus service
- [ ] Create webhook delivery system
- [ ] Add Redis pub/sub

### Day 5: Security Fixes
- [ ] Protect DELETE endpoints
- [ ] Enforce auth on all routes
- [ ] Fix stats endpoint (tenant isolation)

## Week 2: Core Integrations (Nov 20-26)
### Day 1-2: Warranty Tracking
- [ ] Warranty CRUD APIs
- [ ] Expiration alert background job
- [ ] Claim package generator

### Day 3-5: Home Assistant
- [ ] Webhook receiver endpoint
- [ ] MQTT broker integration
- [ ] Camera system connector

## Week 3: Automation (Nov 27 - Dec 3)
### Day 1-2: Sale Workflow
- [ ] As-built package generator
- [ ] Document transfer API
- [ ] Buyer handoff workflow

### Day 3-4: Notifications
- [ ] Email service implementation
- [ ] SMS gateway integration
- [ ] In-app notification center

### Day 5: Offline Mode
- [ ] Service worker caching
- [ ] Offline sync queue

## Week 4: Polish & Deploy (Dec 4-10)
### Day 1-2: MLS Integration
- [ ] YachtWorld API connector
- [ ] Boat Trader sync

### Day 3: Testing
- [ ] E2E test suite
- [ ] Security audit
- [ ] Performance testing

### Day 4-5: Deployment
- [ ] Sales demo environment
- [ ] Production deployment
- [ ] Riviera Plaisance pilot

Deliverable 3: Code Templates

File: session-2-code-templates/

Files:

• warranty.model.js - Warranty database model
• warranty.routes.js - API endpoints
• warranty.service.js - Business logic
• webhook.service.js - Webhook delivery
• event-bus.service.js - IF.bus implementation
• notification.service.js - Alert system

Deliverable 4: Session Handoff

File: session-2-handoff.md

Structure:

# Session 2 Handoff to Session 3

## Mission Accomplished
- [x] Architecture designed
- [x] Sprint plan created
- [x] Code templates generated
- [x] Security audit complete

## Key Findings for Session 3 (UX/Sales)
1. Warranty tracking saves €8K-€33K per yacht (ROI calculator input)
2. Home Assistant integration enables remote monitoring
3. 4-week implementation timeline (Week 1: Foundation, Week 4: Deploy)
4. Security fixes required before demo (DELETE endpoint, auth)

## Blockers for Next Session
- [ ] Need UI/UX mockups for warranty dashboard (Session 3)
- [ ] Sales pitch requires demo script (Session 3)

## Token Consumption
- Total: 62,800 tokens ($1.42)
- Sonnet: 9,500 tokens
- Haiku: 53,300 tokens
- Efficiency: 68% Haiku delegation ✅

## Evidence Quality
- Code templates: 6 files created
- API endpoints: 15 new routes documented
- Migrations: 4 SQL scripts ready
- All architecture verified against NaviDocs codebase

## Next Session Input
Read: session-2-architecture.md, session-2-sprint-plan.md
Focus: Sales pitch, demo script, ROI calculator, objection handling

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IF.TTT Compliance Checklist

• All code templates include file:line references
• API specs link to NaviDocs existing endpoints
• Database migrations tested (rollback verified)
• Security audit cites OWASP Top 10
• Sprint plan has acceptance criteria per task
• Evidence artifacts stored in /intelligence/session-2/

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Success Criteria

Minimum Viable Output:

• Database migrations for warranty tracking
• 4-week sprint plan with dependencies
• Home Assistant integration architecture
• Security remediation plan (5 vulnerabilities)
• Code templates for warranty + webhook systems

Stretch Goals:

• MLS integration specs (YachtWorld, Boat Trader)
• Offline mode PWA architecture
• Notification system design (email/SMS/push)

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Start Command: Deploy to Claude Code Cloud after Session 1 complete End Condition: All deliverables committed to dannystocker/navidocs repo under intelligence/session-2/