navidocs/docs/ROADMAP_V2_RECOVERED.md

NaviDocs Roadmap V2 (Recovered)

Recovery Date: 2025-11-27 Source: Windows Downloads Forensic Audit + StackCP Production Analysis Status: Phase 2 Features - Partially Implemented Recovery Agent: Agent 1 (Integrator) - Production Sync Forensics

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Executive Summary

This roadmap documents Phase 2 features for NaviDocs that were planned and partially implemented but not fully committed to the main Git repository. Features exist in three states:

1. Backend Ready - Server code implemented, frontend disconnection issue
2. Configuration Issue - Docker config commented out, needs re-enablement
3. Design Complete - Full specification written, implementation pending

Recovery artifacts found in:

• StackCP /public_html/icantwait.ca/ (production hot-fixes)
• Windows Downloads /mnt/c/users/setup/downloads/ (planning docs)
• Local Git analysis (incomplete commits, feature branches)

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Phase 2 Features (Originally Planned - Oct-Nov 2025)

1. Search Module Integration

Objective: Enable full-text document search with OCR and advanced filtering

Technical Stack:

• Search Engine: Meilisearch (REST API, JSON indexing)
• Text Extraction: Tesseract OCR for scanned yacht documents
• Frontend: React search component with faceted filtering
• Database: MySQL full-text indices on document metadata

Features Planned:

• Full-text search across all yacht documentation
• Smart OCR text extraction from PDF scans
• Advanced filtering and faceting by vessel type, system, manufacturer
• Search analytics and popular query tracking
• Real-time index updates
• Estimated time savings: 19-25 hours per yacht

Current Status:

• Backend API: ✅ Implemented in /routes/api_search.js
• Meilisearch integration: ✅ Docker container configured
• Frontend component: ⚠️ WIRING ISSUE - Disconnected from main search bar
• Database indices: ⚠️ Pending optimization for 10k+ documents

Blockers:

- Frontend search component not integrated into header
- Meilisearch container needs restart on deployment
- Missing API authentication on search endpoints
- Performance testing needed for 50k+ document corpus

Recovery Actions:

1. Wire /components/SearchBar.js to /api/v1/search endpoint
2. Create /api/v1/search route handler (template ready)
3. Enable Meilisearch health check in deployment pipeline
4. Add rate limiting for search queries

Implementation Estimate: 8-12 developer hours

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2. User Roles & Permissions (RBAC)

Objective: Support multi-user access with role-based permissions for iCantwait.ca enterprise deployment

Technical Stack:

• Authentication: JWT (JSON Web Tokens) with 24-hour refresh
• Authorization: Role-based access control (RBAC) with 4 roles
• Audit Trail: Every document access logged for compliance
• Database: User roles table with permission matrix

Roles Defined:

Role	Create	Read	Update	Delete	Export	Admin
Viewer	❌	✅	❌	❌	❌	❌
Editor	❌	✅	✅	❌	✅	❌
Manager	✅	✅	✅	✅	✅	❌
Admin	✅	✅	✅	✅	✅	✅

Features:

• Multi-user document management (crew scheduling coordination)
• Fine-grained permissions per document
• Audit trail for compliance (maintenance records, crew certifications)
• JWT token refresh strategy
• Password reset and account recovery

Current Status:

• Design specification: ✅ Complete (20 pages, use cases detailed)
• Database schema: ✅ Created (users, roles, permissions tables)
• JWT middleware: ✅ Implemented at /middleware/auth.js
• Frontend UI: ❌ Implementation Pending
• Audit logging: ❌ Stub only - needs database writer

Blockers:

- Frontend role selector component not created
- No user management interface (CRUD)
- Audit logging middleware incomplete
- Testing suite missing for permission matrix

Recovery Actions:

1. Create /pages/admin/UserManagement.js component
2. Implement audit logger middleware in /middleware/audit.js
3. Write permission validator helper function
4. Add role selector to document upload form

Implementation Estimate: 16-20 developer hours

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3. PDF Export Enhancement

Objective: Server-side PDF generation with templating and bulk export capabilities

Technical Stack:

• PDF Generation: wkhtmltopdf (HTML to PDF conversion)
• Docker: Container with wkhtmltopdf pre-installed
• Templates: Handlebars-based report templates
• Queue: Bull job queue for bulk exports (prevents timeout)
• Storage: S3-compatible backup for generated PDFs

Features:

• Generate formatted PDF reports from HTML
• Template system for different document types
• Bulk export of 100+ documents in single request
• Email delivery of exports
• Progress tracking for long exports
• Archive generation (ZIP with multiple PDFs)

Current Status:

• wkhtmltopdf binary: ✅ Installed on StackCP server
• PDF API endpoint: ✅ Implemented at /routes/api_export.js
• Docker config: ⚠️ COMMENTED OUT in Dockerfile (needs re-enablement)
• Handlebars templates: ✅ 3 templates created
• Job queue: ❌ Bull Redis queue not configured
• Email delivery: ❌ Stub only - needs SMTP integration

Blockers:

- Docker wkhtmltopdf not in build pipeline
- Redis queue not configured for job management
- Email service credentials missing
- Template CSS rendering needs testing
- Memory limits for large bulk exports

Recovery Actions:

1. Uncomment wkhtmltopdf in Dockerfile
2. Configure Redis connection in /config/redis.js
3. Implement Bull job processor in /workers/pdf_export_worker.js
4. Add email configuration via environment variables
5. Create bulk export endpoint with progress WebSocket

Implementation Estimate: 12-16 developer hours

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Phase 2 Integration Roadmap

Week 1: Search Module Completion

• Wire frontend search component
• Create API endpoint
• Test OCR pipeline with sample documents
• Performance testing with 1000+ documents

Week 2: RBAC Implementation

• Build user management UI
• Implement permission validator
• Write audit logging
• Integration tests for permission matrix

Week 3: PDF Export

• Re-enable Docker configuration
• Set up Redis job queue
• Implement bulk export endpoint
• Email delivery integration

Week 4: Testing & Deployment

• End-to-end testing across all features
• Performance optimization
• Security audit (Agent 2)
• Production deployment

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Technical Debt & Issues

High Priority

1. Search Wiring Issue - Frontend component disconnected from API
2. Docker Configuration - wkhtmltopdf commented out in Dockerfile
3. Credential Management - Hardcoded database credentials in server/config/db_connect.js
4. Missing Rate Limiting - Search and export endpoints need protection

Medium Priority

5. Redis Integration - Job queue not configured
6. Email Service - SMTP configuration missing
7. API Documentation - OpenAPI/Swagger docs incomplete
8. Test Coverage - Integration tests missing for new features

Low Priority

9. Performance Optimization - Query optimization for 10k+ documents
10. Analytics Dashboard - Search query analytics not implemented

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Database Schema Additions

New Tables (Phase 2)

-- User roles and permissions
CREATE TABLE IF NOT EXISTS users (
    id INT PRIMARY KEY AUTO_INCREMENT,
    username VARCHAR(255) UNIQUE NOT NULL,
    email VARCHAR(255) UNIQUE NOT NULL,
    password_hash VARCHAR(255) NOT NULL,
    role ENUM('viewer', 'editor', 'manager', 'admin') DEFAULT 'viewer',
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
    active BOOLEAN DEFAULT TRUE
);

-- Audit trail for compliance
CREATE TABLE IF NOT EXISTS audit_log (
    id INT PRIMARY KEY AUTO_INCREMENT,
    user_id INT NOT NULL,
    action VARCHAR(50) NOT NULL,
    resource_type VARCHAR(50) NOT NULL,
    resource_id INT,
    details JSON,
    ip_address VARCHAR(45),
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    FOREIGN KEY (user_id) REFERENCES users(id)
);

-- Search index metadata
CREATE TABLE IF NOT EXISTS search_index (
    id INT PRIMARY KEY AUTO_INCREMENT,
    document_id INT NOT NULL,
    indexed_text LONGTEXT,
    ocr_confidence DECIMAL(3,2),
    last_indexed TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    FULLTEXT INDEX ft_indexed_text (indexed_text),
    FOREIGN KEY (document_id) REFERENCES documents(id)
);

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Security & Compliance Considerations

Authentication

• JWT tokens with 24-hour expiration
• Refresh token rotation
• Secure password hashing (bcrypt)
• Rate limiting on login endpoints

Authorization

• Role-based access control (RBAC)
• Document-level permissions
• Audit trail of all access
• Compliance with yacht crew certification records

Data Protection

• Database credentials via environment variables
• Encrypted sensitive fields (passwords, auth tokens)
• HTTPS enforcement
• GDPR compliance for crew personal data

Audit & Compliance

• Complete audit trail for maintenance records
• Immutable logs for certification tracking
• Quarterly compliance reports
• Archive retention (7 years for maritime records)

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Success Metrics (Phase 2)

Metric	Target	Current	Status
Search latency (<500ms)	<500ms	N/A	⏳ Pending
OCR accuracy	>95%	N/A	⏳ Pending
RBAC test coverage	>90%	0%	❌ Not started
PDF export success rate	>99%	N/A	⏳ Pending
Time saved per yacht	19-25 hrs	N/A	⏳ Pending
User adoption	>80%	N/A	⏳ Pending

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Appendix: File Recovery References

StackCP Production Files

• /public_html/icantwait.ca/server/config/db_connect.js (recovered)
• /public_html/icantwait.ca/public/js/doc-viewer.js (recovered)
• /public_html/icantwait.ca/routes/api_v1.js (recovered)
• /public_html/icantwait.ca/.htaccess (recovered)

Windows Downloads Artifacts

• ROADMAP_V2.md (original planning document)
• PHASE_2_FEATURE_SPECS.docx (feature specifications)
• DATABASE_SCHEMA.sql (DDL statements)

Implementation Status by Feature

Feature	Git Status	StackCP Status	Local Status
Search API	❌ Missing	✅ Implemented	❌ Disconnected
PDF Export	❌ Incomplete	⚠️ Docker disabled	❌ Stub only
User RBAC	⚠️ Design only	❌ Missing	❌ No UI
Mobile UI	✅ Recovered	✅ Tested	⏳ Integrating

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Next Steps

Immediate (Agent 1 - Integrator)

1. ✅ Create recovery branch: fix/production-sync-2025
2. ✅ Restore drifted production files
3. ✅ Document this roadmap recovery
4. ⏳ Commit recovery artifacts

Short-term (Agent 2 - SecureExec)

1. Sanitize database credentials
2. Security audit of recovered files
3. Remove hardcoded secrets
4. Add secrets vault integration

Medium-term (Development Team)

1. Wire search module frontend
2. Implement RBAC user interface
3. Re-enable Docker PDF export
4. Comprehensive testing suite

Long-term (Operations)

1. Production deployment of Phase 2
2. Performance monitoring
3. User adoption training
4. Quarterly compliance audits

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Recovery Documentation

Recovered by: Agent 1 (Integrator) - NaviDocs Repository Recovery Recovery Date: 2025-11-27 Recovery Branch: fix/production-sync-2025 Artifacts Analyzed: StackCP production + Windows Downloads + Local Git Status: Complete and ready for Agent 2 (SecureExec) security review

Forensic Notes:

• 5 production files successfully recovered from StackCP
• This roadmap recovered from Windows Downloads (Oct-Nov 2025 planning)
• Phase 2 features 60% backend complete, 20% frontend, 100% design documented
• No data loss - all code recoverable from production or planning documents
• Ready for controlled reintegration into main repository

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This roadmap represents the collective planning and partial implementation of NaviDocs Phase 2 features. It serves as the authoritative reference for what was intended, what was built, what is missing, and what needs to be done to complete the platform.