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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)

  • Upload with OCR
  • View with text selection
  • 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)

  • Full-text search
  • 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)

  • Toast notifications
  • Responsive design
  • 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)

  • Comprehensive logging
  • 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

/                    # 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

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

-- 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! 🚢✨