From a05cead8ed1010921492b7a3f59b626b813cffca Mon Sep 17 00:00:00 2001 From: Hammer Date: Tue, 27 Jan 2026 02:34:23 +0000 Subject: [PATCH] Update network-app docs: new stack (Flutter, Elysia, Bun, Postgres) --- projects/network-app/README.md | 75 ++- projects/network-app/architecture.md | 476 +++++++++++++++ projects/network-app/blueprint.md | 869 --------------------------- projects/network-app/feasibility.md | 479 ++------------- 4 files changed, 574 insertions(+), 1325 deletions(-) create mode 100644 projects/network-app/architecture.md delete mode 100644 projects/network-app/blueprint.md diff --git a/projects/network-app/README.md b/projects/network-app/README.md index 6e6eca9..30a403e 100644 --- a/projects/network-app/README.md +++ b/projects/network-app/README.md @@ -2,8 +2,9 @@ **Client:** David DePoyster **Company:** NWM (Wealth Management Firm) -**Status:** Planning Phase -**Last Updated:** 2025-06-26 +**Developer:** Donovan Kelly +**Status:** Development Phase +**Last Updated:** 2026-01-27 ## Overview @@ -14,39 +15,67 @@ The Network App is an AI-powered CRM mobile application designed specifically fo Wealth managers juggling 100+ high-net-worth clients struggle to: - Remember personal details (interests, family, preferences) - Send timely, personalized communications -- Identify networking opportunities between clients - Track important dates (birthdays, anniversaries) -- Maintain GDPR/HIPAA compliance while staying personal +- Maintain compliance while staying personal ## Solution -A mobile-first CRM that uses AI (Claude) to: +A mobile-first CRM that uses AI to: 1. **Enrich client profiles** with deep personal context 2. **Generate personalized communications** that feel authentic -3. **Match clients** who would benefit from knowing each other -4. **Automate thoughtful touches** for important dates -5. **Ensure compliance** with financial industry regulations - -## Key Differentiators - -- **Relationship-first design** vs transaction-tracking -- **AI-powered introductions** connecting clients meaningfully -- **Mobile-native** for advisors on the go -- **Compliance-built-in** for wealth management industry +3. **Automate thoughtful touches** for important dates +4. **Ensure compliance** with financial industry regulations ## Tech Stack -- **Frontend:** Swift/SwiftUI (iOS) -- **Backend:** Firebase (Firestore, Auth, Functions) -- **AI:** Claude API (Anthropic) -- **Initial Scale:** 100+ clients +| Layer | Technology | +|-------|------------| +| Frontend | Flutter (Dart) | +| Backend | Elysia + Bun (TypeScript) | +| Database | PostgreSQL | +| ORM | Drizzle | +| Auth | BetterAuth | +| AI | LangChain.js (model-agnostic) | +| Email | Resend | +| Jobs | pg-boss | +| Deploy | Dokploy (self-hosted VM) | + +### Why This Stack + +- **Flutter** — Cross-platform (iOS + Android) from one codebase +- **Elysia + Bun** — Fast, type-safe, excellent DX +- **Drizzle** — Lightweight ORM, great TypeScript support +- **BetterAuth** — Modern TypeScript-native auth +- **LangChain.js** — Swap AI models (Claude, GPT, Gemini) without code changes +- **Self-hosted** — Full control, predictable costs + +## MVP Scope + +### Phase 1: Core (Build First) +- [ ] User authentication (login/logout) +- [ ] Client CRUD (add, edit, view, delete) +- [ ] Client search and filtering +- [ ] AI email generation +- [ ] Birthday/event tracking + +### Deferred (Post-MVP) +- Client matching/introductions +- Push notifications +- Offline mode +- Multi-advisor/team features +- File attachments ## Project Documents -- [Requirements](./requirements.md) - Full feature specification -- [Competitors](./competitors.md) - Market research and analysis -- [Feasibility](./feasibility.md) - Technical assessment -- [Blueprint](./blueprint.md) - Architecture and development plan +- [Requirements](./requirements.md) — Full feature specification +- [Architecture](./architecture.md) — Technical design +- [Competitors](./competitors.md) — Market research +- [API Spec](./api-spec.md) — Backend endpoints + +## Repositories + +- Frontend: `network-app-mobile` +- Backend: `network-app-api` ## Contact diff --git a/projects/network-app/architecture.md b/projects/network-app/architecture.md new file mode 100644 index 0000000..1e05a15 --- /dev/null +++ b/projects/network-app/architecture.md @@ -0,0 +1,476 @@ +# The Network App — Architecture + +**Last Updated:** 2026-01-27 + +## System Overview + +``` +┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ +│ Flutter App │────▶│ Elysia API │────▶│ PostgreSQL │ +│ (iOS/Android) │ │ (Bun runtime) │ │ │ +└─────────────────┘ └────────┬────────┘ └─────────────────┘ + │ + ┌────────────┼────────────┐ + ▼ ▼ ▼ + ┌──────────┐ ┌──────────┐ ┌──────────┐ + │ LangChain│ │ Resend │ │ pg-boss │ + │ (AI) │ │ (Email) │ │ (Jobs) │ + └──────────┘ └──────────┘ └──────────┘ +``` + +## Backend Architecture + +### Framework: Elysia + Bun + +```typescript +// Example structure +src/ +├── index.ts // Entry point +├── routes/ +│ ├── auth.ts // BetterAuth routes +│ ├── clients.ts // Client CRUD +│ ├── emails.ts // AI email generation +│ └── events.ts // Birthday/event tracking +├── services/ +│ ├── ai.ts // LangChain integration +│ ├── email.ts // Resend integration +│ └── jobs.ts // pg-boss job definitions +├── db/ +│ ├── schema.ts // Drizzle schema +│ ├── migrations/ // SQL migrations +│ └── index.ts // DB connection +├── lib/ +│ ├── auth.ts // BetterAuth config +│ └── validation.ts // Zod schemas +└── types/ + └── index.ts // Shared types +``` + +### Database Schema (Drizzle) + +```typescript +// db/schema.ts +import { pgTable, text, timestamp, uuid, boolean, jsonb } from 'drizzle-orm/pg-core'; + +export const users = pgTable('users', { + id: uuid('id').primaryKey().defaultRandom(), + email: text('email').notNull().unique(), + name: text('name').notNull(), + createdAt: timestamp('created_at').defaultNow(), + updatedAt: timestamp('updated_at').defaultNow(), +}); + +export const clients = pgTable('clients', { + id: uuid('id').primaryKey().defaultRandom(), + userId: uuid('user_id').references(() => users.id).notNull(), + + // Basic info + firstName: text('first_name').notNull(), + lastName: text('last_name').notNull(), + email: text('email'), + phone: text('phone'), + + // Professional + company: text('company'), + role: text('role'), + industry: text('industry'), + + // Personal + birthday: timestamp('birthday'), + anniversary: timestamp('anniversary'), + interests: jsonb('interests').$type().default([]), + family: jsonb('family').$type<{ + spouse?: string; + children?: string[]; + }>(), + notes: text('notes'), + + // Metadata + tags: jsonb('tags').$type().default([]), + lastContactedAt: timestamp('last_contacted_at'), + createdAt: timestamp('created_at').defaultNow(), + updatedAt: timestamp('updated_at').defaultNow(), +}); + +export const events = pgTable('events', { + id: uuid('id').primaryKey().defaultRandom(), + userId: uuid('user_id').references(() => users.id).notNull(), + clientId: uuid('client_id').references(() => clients.id).notNull(), + + type: text('type').notNull(), // 'birthday' | 'anniversary' | 'followup' | 'custom' + title: text('title').notNull(), + date: timestamp('date').notNull(), + recurring: boolean('recurring').default(false), + reminderDays: integer('reminder_days').default(7), + + createdAt: timestamp('created_at').defaultNow(), +}); + +export const communications = pgTable('communications', { + id: uuid('id').primaryKey().defaultRandom(), + userId: uuid('user_id').references(() => users.id).notNull(), + clientId: uuid('client_id').references(() => clients.id).notNull(), + + type: text('type').notNull(), // 'email' | 'birthday' | 'followup' + subject: text('subject'), + content: text('content').notNull(), + aiGenerated: boolean('ai_generated').default(false), + status: text('status').default('draft'), // 'draft' | 'sent' + sentAt: timestamp('sent_at'), + + createdAt: timestamp('created_at').defaultNow(), +}); +``` + +### API Routes + +```typescript +// routes/clients.ts +import { Elysia, t } from 'elysia'; +import { db } from '../db'; +import { clients } from '../db/schema'; +import { eq, and, ilike, or } from 'drizzle-orm'; + +export const clientRoutes = new Elysia({ prefix: '/clients' }) + .get('/', async ({ query, user }) => { + const { search, tag } = query; + + let conditions = [eq(clients.userId, user.id)]; + + if (search) { + conditions.push( + or( + ilike(clients.firstName, `%${search}%`), + ilike(clients.lastName, `%${search}%`), + ilike(clients.company, `%${search}%`) + ) + ); + } + + return db.select().from(clients).where(and(...conditions)); + }) + .get('/:id', async ({ params, user }) => { + const client = await db.select() + .from(clients) + .where(and(eq(clients.id, params.id), eq(clients.userId, user.id))) + .limit(1); + + if (!client[0]) throw new Error('Client not found'); + return client[0]; + }) + .post('/', async ({ body, user }) => { + const [client] = await db.insert(clients) + .values({ ...body, userId: user.id }) + .returning(); + return client; + }) + .put('/:id', async ({ params, body, user }) => { + const [client] = await db.update(clients) + .set({ ...body, updatedAt: new Date() }) + .where(and(eq(clients.id, params.id), eq(clients.userId, user.id))) + .returning(); + return client; + }) + .delete('/:id', async ({ params, user }) => { + await db.delete(clients) + .where(and(eq(clients.id, params.id), eq(clients.userId, user.id))); + return { success: true }; + }); +``` + +### AI Integration (LangChain) + +```typescript +// services/ai.ts +import { ChatOpenAI } from '@langchain/openai'; +import { ChatAnthropic } from '@langchain/anthropic'; +import { PromptTemplate } from '@langchain/core/prompts'; + +// Model-agnostic setup +const getModel = (provider: 'openai' | 'anthropic' = 'anthropic') => { + if (provider === 'anthropic') { + return new ChatAnthropic({ + modelName: 'claude-3-5-sonnet-20241022', + anthropicApiKey: process.env.ANTHROPIC_API_KEY, + }); + } + return new ChatOpenAI({ + modelName: 'gpt-4-turbo', + openAIApiKey: process.env.OPENAI_API_KEY, + }); +}; + +const emailPrompt = PromptTemplate.fromTemplate(` +You are a professional wealth advisor writing to a valued client. +Maintain a warm but professional tone. Incorporate personal details naturally. + +Advisor: {advisorName} +Client: {clientName} +Their interests: {interests} +Recent notes: {notes} +Purpose: {purpose} + +Generate a personalized email that feels genuine, not templated. +Keep it concise (3-4 paragraphs max). +`); + +export async function generateEmail(params: { + advisorName: string; + clientName: string; + interests: string[]; + notes: string; + purpose: string; + provider?: 'openai' | 'anthropic'; +}) { + const model = getModel(params.provider); + const chain = emailPrompt.pipe(model); + + const response = await chain.invoke({ + advisorName: params.advisorName, + clientName: params.clientName, + interests: params.interests.join(', '), + notes: params.notes, + purpose: params.purpose, + }); + + return response.content; +} +``` + +### Email Service (Resend) + +```typescript +// services/email.ts +import { Resend } from 'resend'; + +const resend = new Resend(process.env.RESEND_API_KEY); + +export async function sendEmail(params: { + to: string; + subject: string; + content: string; + from?: string; +}) { + const { data, error } = await resend.emails.send({ + from: params.from || 'David ', + to: params.to, + subject: params.subject, + text: params.content, + }); + + if (error) throw error; + return data; +} +``` + +### Background Jobs (pg-boss) + +```typescript +// services/jobs.ts +import PgBoss from 'pg-boss'; +import { db } from '../db'; +import { events, clients } from '../db/schema'; +import { generateEmail } from './ai'; +import { sendEmail } from './email'; + +const boss = new PgBoss(process.env.DATABASE_URL); + +export async function initJobs() { + await boss.start(); + + // Check for upcoming birthdays daily + await boss.schedule('check-birthdays', '0 8 * * *'); // 8am daily + + boss.work('check-birthdays', async () => { + const upcomingBirthdays = await db.query.events.findMany({ + where: (events, { eq, and, between }) => and( + eq(events.type, 'birthday'), + // Check next 7 days + between(events.date, new Date(), addDays(new Date(), 7)) + ), + with: { client: true }, + }); + + for (const event of upcomingBirthdays) { + await boss.send('send-birthday-email', { + clientId: event.clientId, + eventId: event.id, + }); + } + }); + + boss.work('send-birthday-email', async ({ data }) => { + // Generate and queue birthday email + const client = await db.query.clients.findFirst({ + where: eq(clients.id, data.clientId), + }); + + if (!client) return; + + const content = await generateEmail({ + advisorName: 'David', + clientName: client.firstName, + interests: client.interests || [], + notes: client.notes || '', + purpose: 'birthday wishes', + }); + + // Save as draft for review (don't auto-send) + await db.insert(communications).values({ + userId: client.userId, + clientId: client.id, + type: 'birthday', + subject: `Happy Birthday, ${client.firstName}!`, + content, + aiGenerated: true, + status: 'draft', + }); + }); +} +``` + +## Frontend Architecture (Flutter) + +### Project Structure + +``` +lib/ +├── main.dart +├── app/ +│ ├── app.dart // MaterialApp setup +│ └── router.dart // GoRouter config +├── features/ +│ ├── auth/ +│ │ ├── data/ // Repository, API +│ │ ├── domain/ // Models +│ │ └── presentation/ // Screens, widgets +│ ├── clients/ +│ │ ├── data/ +│ │ ├── domain/ +│ │ └── presentation/ +│ ├── emails/ +│ │ ├── data/ +│ │ ├── domain/ +│ │ └── presentation/ +│ └── events/ +│ ├── data/ +│ ├── domain/ +│ └── presentation/ +├── shared/ +│ ├── providers/ // Riverpod providers +│ ├── services/ // HTTP client, storage +│ └── widgets/ // Shared components +└── config/ + └── env.dart // Environment config +``` + +### State Management (Riverpod) + +```dart +// providers/clients_provider.dart +import 'package:riverpod_annotation/riverpod_annotation.dart'; + +part 'clients_provider.g.dart'; + +@riverpod +class ClientsNotifier extends _$ClientsNotifier { + @override + Future> build() async { + return ref.read(clientRepositoryProvider).getClients(); + } + + Future addClient(CreateClientDto dto) async { + final client = await ref.read(clientRepositoryProvider).createClient(dto); + state = AsyncData([...state.value ?? [], client]); + } + + Future updateClient(String id, UpdateClientDto dto) async { + final updated = await ref.read(clientRepositoryProvider).updateClient(id, dto); + state = AsyncData([ + for (final c in state.value ?? []) + if (c.id == id) updated else c + ]); + } + + Future deleteClient(String id) async { + await ref.read(clientRepositoryProvider).deleteClient(id); + state = AsyncData([ + for (final c in state.value ?? []) + if (c.id != id) c + ]); + } +} +``` + +## Deployment (Dokploy) + +### Docker Compose + +```yaml +# docker-compose.yml +version: '3.8' + +services: + api: + build: ./api + ports: + - "3000:3000" + environment: + - DATABASE_URL=postgresql://postgres:password@db:5432/networkapp + - ANTHROPIC_API_KEY=${ANTHROPIC_API_KEY} + - RESEND_API_KEY=${RESEND_API_KEY} + - BETTER_AUTH_SECRET=${BETTER_AUTH_SECRET} + depends_on: + - db + restart: unless-stopped + + db: + image: postgres:16-alpine + volumes: + - postgres_data:/var/lib/postgresql/data + environment: + - POSTGRES_USER=postgres + - POSTGRES_PASSWORD=password + - POSTGRES_DB=networkapp + restart: unless-stopped + +volumes: + postgres_data: +``` + +### API Dockerfile + +```dockerfile +# api/Dockerfile +FROM oven/bun:1 AS base +WORKDIR /app + +FROM base AS install +COPY package.json bun.lockb ./ +RUN bun install --frozen-lockfile + +FROM base AS release +COPY --from=install /app/node_modules ./node_modules +COPY . . + +ENV NODE_ENV=production +EXPOSE 3000 +CMD ["bun", "run", "src/index.ts"] +``` + +## Security Considerations + +- **Auth:** BetterAuth handles sessions, CSRF, secure cookies +- **API:** All routes require authentication (middleware) +- **Data:** User can only access their own clients +- **Secrets:** All API keys in environment variables +- **HTTPS:** Handled by Dokploy/reverse proxy + +## Future Considerations (Post-MVP) + +- Redis for caching/sessions +- Push notifications (FCM/APNs) +- File storage (MinIO) +- Offline support (SQLite + sync) +- Multi-advisor teams +- Audit logging diff --git a/projects/network-app/blueprint.md b/projects/network-app/blueprint.md deleted file mode 100644 index 78615e3..0000000 --- a/projects/network-app/blueprint.md +++ /dev/null @@ -1,869 +0,0 @@ -# The Network App - Project Blueprint - -**Date:** 2025-06-26 -**Version:** 1.0 -**Purpose:** Technical architecture, screens, data models, and development plan - ---- - -## 1. App Architecture Diagram - -``` -┌────────────────────────────────────────────────────────────────────┐ -│ iOS APPLICATION │ -├────────────────────────────────────────────────────────────────────┤ -│ │ -│ ┌──────────────────────────────────────────────────────────────┐ │ -│ │ PRESENTATION LAYER │ │ -│ │ │ │ -│ │ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌────────┐ │ │ -│ │ │Dashboard│ │ Clients │ │ Matches │ │Messages │ │Settings│ │ │ -│ │ │ View │ │ View │ │ View │ │ View │ │ View │ │ │ -│ │ └────┬────┘ └────┬────┘ └────┬────┘ └────┬────┘ └────┬───┘ │ │ -│ │ │ │ │ │ │ │ │ -│ │ ┌────▼───────────▼───────────▼───────────▼───────────▼───┐ │ │ -│ │ │ VIEW MODELS │ │ │ -│ │ │ DashboardVM │ ClientsVM │ MatchesVM │ CommsVM │ SettingsVM│ │ -│ │ └─────────────────────────┬──────────────────────────────┘ │ │ -│ └────────────────────────────│───────────────────────────────┘ │ -│ │ │ -│ ┌────────────────────────────▼───────────────────────────────┐ │ -│ │ DOMAIN LAYER │ │ -│ │ │ │ -│ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ -│ │ │ Use Cases │ │ Models │ │ Repository │ │ │ -│ │ │ │ │ │ │ Protocols │ │ │ -│ │ │ - GetClients│ │ - Client │ │ │ │ │ -│ │ │ - SaveClient│ │ - Match │ │ - ClientRepo│ │ │ -│ │ │ - GenEmail │ │ - Message │ │ - MatchRepo │ │ │ -│ │ │ - FindMatch │ │ - Event │ │ - AIService │ │ │ -│ │ └─────────────┘ └─────────────┘ └─────────────┘ │ │ -│ └─────────────────────────────┬────────────────────────────────┘ │ -│ │ │ -│ ┌─────────────────────────────▼────────────────────────────────┐ │ -│ │ DATA LAYER │ │ -│ │ │ │ -│ │ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ │ -│ │ │ Firebase │ │ Claude │ │ Local │ │ │ -│ │ │ Service │ │ Service │ │ Cache │ │ │ -│ │ └──────┬──────┘ └──────┬──────┘ └──────┬──────┘ │ │ -│ └─────────│────────────────│────────────────│──────────────────┘ │ -└────────────│────────────────│────────────────│──────────────────────┘ - │ │ │ - ▼ ▼ ▼ -┌────────────────┐ ┌────────────────┐ ┌────────────────┐ -│ FIRESTORE │ │ CLOUD FUNCTION │ │ CORE DATA │ -│ DATABASE │ │ (AI PROXY) │ │ (OFFLINE) │ -└────────────────┘ └───────┬────────┘ └────────────────┘ - │ - ▼ - ┌────────────────┐ - │ CLAUDE API │ - │ (ANTHROPIC) │ - └────────────────┘ -``` - ---- - -## 2. Key Screens & Wireframes - -### 2.1 Dashboard (Home) - -``` -┌─────────────────────────────────────┐ -│ ◀ The Network App 👤 ⚙️ │ -├─────────────────────────────────────┤ -│ │ -│ Good morning, David │ -│ │ -│ ┌─────────────────────────────┐ │ -│ │ 🎂 UPCOMING THIS WEEK │ │ -│ │ │ │ -│ │ Today John Smith (60th) │ │ -│ │ Wed Mary Johnson Anniv │ │ -│ │ Fri Follow-up: Bob Lee │ │ -│ │ │ │ -│ │ [View All Events] │ │ -│ └─────────────────────────────┘ │ -│ │ -│ ┌─────────────────────────────┐ │ -│ │ 🤝 SUGGESTED CONNECTIONS │ │ -│ │ │ │ -│ │ ┌────┐ ┌────┐ │ │ -│ │ │ JS │──│ TW │ Both golf │ │ -│ │ └────┘ └────┘ enthusiasts │ │ -│ │ │ │ -│ │ [Review Match] │ │ -│ └─────────────────────────────┘ │ -│ │ -│ ┌─────────────────────────────┐ │ -│ │ 📝 DRAFT MESSAGES (3) │ │ -│ │ │ │ -│ │ Birthday wish for John... │ │ -│ │ Newsletter intro for... │ │ -│ │ │ │ -│ └─────────────────────────────┘ │ -│ │ -├─────────────────────────────────────┤ -│ 🏠 👥 🤝 ✉️ ⚙️ │ -│ Home Clients Matches Messages Set │ -└─────────────────────────────────────┘ -``` - -### 2.2 Client List - -``` -┌─────────────────────────────────────┐ -│ ◀ Clients ➕ 🔍 │ -├─────────────────────────────────────┤ -│ ┌─────────────────────────────────┐ │ -│ │ 🔍 Search clients... │ │ -│ └─────────────────────────────────┘ │ -│ │ -│ [All] [VIP] [Recent] [Birthdays] │ -│ │ -│ ┌─────────────────────────────────┐ │ -│ │ 👤 John Smith 🎂 ▶ │ │ -│ │ CEO, Smith Ventures │ │ -│ │ Last contact: 2 days ago │ │ -│ └─────────────────────────────────┘ │ -│ │ -│ ┌─────────────────────────────────┐ │ -│ │ 👤 Mary Johnson ▶ │ │ -│ │ Retired, Real Estate │ │ -│ │ Last contact: 1 week ago │ │ -│ └─────────────────────────────────┘ │ -│ │ -│ ┌─────────────────────────────────┐ │ -│ │ 👤 Robert Lee 🔔 ▶ │ │ -│ │ Attorney, Lee & Partners │ │ -│ │ Follow-up due │ │ -│ └─────────────────────────────────┘ │ -│ │ -│ ... more clients ... │ -│ │ -├─────────────────────────────────────┤ -│ 🏠 👥 🤝 ✉️ ⚙️ │ -└─────────────────────────────────────┘ -``` - -### 2.3 Client Profile - -``` -┌─────────────────────────────────────┐ -│ ◀ Back ✏️ ••• │ -├─────────────────────────────────────┤ -│ │ -│ ┌───────────┐ │ -│ │ 👤 │ │ -│ │ Photo │ │ -│ └───────────┘ │ -│ John Smith │ -│ CEO, Smith Ventures │ -│ │ -│ 📞 (555) 123-4567 ✉️ Email │ -│ │ -├─────────────────────────────────────┤ -│ [Overview] [Notes] [History] [AI] │ -├─────────────────────────────────────┤ -│ │ -│ 📅 IMPORTANT DATES │ -│ Birthday: March 15 (turns 60) │ -│ Client since: 2018 (7 years) │ -│ Anniversary: June 22 │ -│ │ -│ 💼 PROFESSIONAL │ -│ CEO at Smith Ventures │ -│ Industry: Private Equity │ -│ Previously: Goldman Sachs │ -│ │ -│ ❤️ INTERESTS │ -│ Golf • Wine collecting • Jazz │ -│ Stanford alumni • Board member │ -│ │ -│ 👨‍👩‍👧‍👦 FAMILY │ -│ Spouse: Sarah │ -│ Kids: Emma (28), Michael (25) │ -│ │ -│ 🏷️ TAGS │ -│ [VIP] [Referral Source] [Golf] │ -│ │ -├─────────────────────────────────────┤ -│ [📧 Generate Email] [🤝 Find Match]│ -└─────────────────────────────────────┘ -``` - -### 2.4 AI Message Generation - -``` -┌─────────────────────────────────────┐ -│ ◀ Generate Message │ -├─────────────────────────────────────┤ -│ │ -│ To: John Smith │ -│ │ -│ Purpose: │ -│ ┌─────────────────────────────┐ │ -│ │ ● Birthday Wish │ │ -│ │ ○ Check-in │ │ -│ │ ○ Meeting Follow-up │ │ -│ │ ○ Introduction │ │ -│ │ ○ Custom │ │ -│ └─────────────────────────────┘ │ -│ │ -│ Additional context (optional): │ -│ ┌─────────────────────────────┐ │ -│ │ Mention the wine we │ │ -│ │ discussed last month... │ │ -│ └─────────────────────────────┘ │ -│ │ -│ [✨ Generate with AI] │ -│ │ -├─────────────────────────────────────┤ -│ AI GENERATED DRAFT │ -│ ┌─────────────────────────────┐ │ -│ │ Dear John, │ │ -│ │ │ │ -│ │ Happy 60th birthday! I hope │ │ -│ │ you're celebrating with │ │ -│ │ Sarah and that bottle of │ │ -│ │ '82 Margaux we talked │ │ -│ │ about at the club... │ │ -│ │ │ │ -│ │ [Edit] │ │ -│ └─────────────────────────────┘ │ -│ │ -│ [🔄 Regenerate] [✅ Approve & Send]│ -│ │ -└─────────────────────────────────────┘ -``` - -### 2.5 Match Suggestions - -``` -┌─────────────────────────────────────┐ -│ ◀ Network Matches 🔄 │ -├─────────────────────────────────────┤ -│ │ -│ AI-suggested connections between │ -│ your clients who may benefit from │ -│ knowing each other. │ -│ │ -│ ┌─────────────────────────────────┐ │ -│ │ ┌────┐ ┌────┐ │ │ -│ │ │ JS │──────────│ TW │ │ │ -│ │ └────┘ └────┘ │ │ -│ │ John Smith Tom Wilson │ │ -│ │ │ │ -│ │ MATCH SCORE: 87% │ │ -│ │ │ │ -│ │ 🎯 Why they'd connect: │ │ -│ │ • Both avid golfers (single │ │ -│ │ digit handicaps) │ │ -│ │ • Both Stanford MBA alumni │ │ -│ │ • John looking for PE deals; │ │ -│ │ Tom has portfolio co exits │ │ -│ │ │ │ -│ │ [❌ Not a Fit] [✅ Introduce] │ │ -│ └─────────────────────────────────┘ │ -│ │ -│ ┌─────────────────────────────────┐ │ -│ │ ┌────┐ ┌────┐ │ │ -│ │ │ MJ │──────────│ SL │ │ │ -│ │ └────┘ └────┘ │ │ -│ │ Mary Johnson Susan Lee │ │ -│ │ │ │ -│ │ MATCH SCORE: 72% │ │ -│ │ ... │ │ -│ └─────────────────────────────────┘ │ -│ │ -├─────────────────────────────────────┤ -│ 🏠 👥 🤝 ✉️ ⚙️ │ -└─────────────────────────────────────┘ -``` - ---- - -## 3. Data Models - -### 3.1 Swift Models - -```swift -// MARK: - Client Model - -struct Client: Identifiable, Codable { - let id: String - var userId: String - - // Basic Info - var firstName: String - var lastName: String - var email: String? - var phone: String? - var address: Address? - var photoURL: String? - - // Professional - var company: String? - var role: String? - var industry: String? - var previousCompanies: [String]? - - // Personal - var birthday: Date? - var anniversary: Date? - var interests: [String] - var family: FamilyInfo? - var preferences: [String: String] - - // Metadata - var tags: [String] - var notes: [Note] - var clientSince: Date - var lastContactedAt: Date? - var matchPreferences: MatchPreferences - - var createdAt: Date - var updatedAt: Date - - var fullName: String { - "\(firstName) \(lastName)" - } -} - -struct Address: Codable { - var street: String? - var city: String? - var state: String? - var zip: String? - var country: String? -} - -struct FamilyInfo: Codable { - var spouseName: String? - var children: [FamilyMember]? -} - -struct FamilyMember: Codable { - var name: String - var age: Int? - var relationship: String -} - -struct Note: Identifiable, Codable { - let id: String - var content: String - var createdAt: Date - var isPrivate: Bool -} - -struct MatchPreferences: Codable { - var excludeFromMatching: Bool - var excludeClientIds: [String] -} - -// MARK: - Match Model - -struct Match: Identifiable, Codable { - let id: String - var userId: String - var client1Id: String - var client2Id: String - - var score: Double // 0.0 - 1.0 - var aiReasoning: String - var sharedInterests: [String] - var matchType: MatchType - - var status: MatchStatus - var introducedAt: Date? - var outcome: String? - - var createdAt: Date - var updatedAt: Date -} - -enum MatchType: String, Codable { - case professional - case personal - case both -} - -enum MatchStatus: String, Codable { - case suggested - case approved - case introduced - case rejected - case successful -} - -// MARK: - Communication Model - -struct Communication: Identifiable, Codable { - let id: String - var userId: String - var clientId: String - - var type: CommunicationType - var purpose: String - var status: CommunicationStatus - - var aiGenerated: AIContent? - var finalContent: String? - - var sentAt: Date? - var createdAt: Date -} - -enum CommunicationType: String, Codable { - case email - case birthday - case anniversary - case introduction - case newsletter - case custom -} - -enum CommunicationStatus: String, Codable { - case draft - case approved - case sent - case failed -} - -struct AIContent: Codable { - var content: String - var generatedAt: Date - var promptContext: String - var modelVersion: String -} - -// MARK: - Event Model - -struct ClientEvent: Identifiable, Codable { - let id: String - var userId: String - var clientId: String - - var type: EventType - var title: String - var date: Date - var isRecurring: Bool - var reminderDays: Int - - var lastTriggeredAt: Date? - var createdAt: Date -} - -enum EventType: String, Codable { - case birthday - case anniversary - case followUp - case custom -} - -// MARK: - User Model - -struct AppUser: Identifiable, Codable { - let id: String - var email: String - var displayName: String - var firmName: String? - - var settings: UserSettings - var subscription: Subscription - - var createdAt: Date -} - -struct UserSettings: Codable { - var defaultReminderDays: Int - var communicationTone: String // "formal", "casual", "warm" - var signatureTemplate: String? - var notificationsEnabled: Bool -} - -struct Subscription: Codable { - var tier: SubscriptionTier - var expiresAt: Date? - var aiCreditsRemaining: Int? -} - -enum SubscriptionTier: String, Codable { - case free - case pro - case enterprise -} -``` - -### 3.2 Firestore Collections Structure - -``` -firestore/ -├── users/ -│ └── {userId}/ -│ ├── profile (document fields) -│ ├── settings (document fields) -│ └── subscription (document fields) -│ -├── clients/ -│ └── {clientId}/ -│ ├── (all client fields) -│ └── notes[] (embedded array) -│ -├── matches/ -│ └── {matchId}/ -│ └── (all match fields) -│ -├── communications/ -│ └── {communicationId}/ -│ └── (all communication fields) -│ -├── events/ -│ └── {eventId}/ -│ └── (all event fields) -│ -└── auditLog/ - └── {logId}/ - ├── userId - ├── action - ├── resourceType - ├── resourceId - ├── timestamp - └── metadata -``` - ---- - -## 4. API Endpoints (Cloud Functions) - -### 4.1 AI Endpoints - -``` -POST /api/ai/generateEmail -Request: -{ - "clientId": "abc123", - "purpose": "birthday", - "additionalContext": "mention wine discussion" -} -Response: -{ - "content": "Dear John, ...", - "generatedAt": "2025-06-26T10:00:00Z", - "communicationId": "comm123" -} - -POST /api/ai/suggestMatches -Request: -{ - "clientId": "abc123", // optional, for specific client - "limit": 10 -} -Response: -{ - "matches": [ - { - "client1Id": "abc123", - "client2Id": "def456", - "score": 0.87, - "reasoning": "Both avid golfers...", - "sharedInterests": ["golf", "stanford"] - } - ] -} - -POST /api/ai/generateIntroduction -Request: -{ - "matchId": "match123" -} -Response: -{ - "emailToClient1": "...", - "emailToClient2": "...", - "communicationIds": ["comm1", "comm2"] -} -``` - -### 4.2 Data Endpoints - -``` -GET /api/clients -GET /api/clients/{clientId} -POST /api/clients -PUT /api/clients/{clientId} -DELETE /api/clients/{clientId} - -GET /api/events/upcoming?days=7 -POST /api/events - -GET /api/matches?status=suggested -PUT /api/matches/{matchId}/status - -POST /api/communications/{commId}/send - -GET /api/export/client/{clientId} // GDPR -DELETE /api/data/client/{clientId} // GDPR right to deletion -``` - -### 4.3 Cloud Functions Structure - -```javascript -// functions/index.js - -const functions = require('firebase-functions'); -const admin = require('firebase-admin'); -const Anthropic = require('@anthropic-ai/sdk'); - -admin.initializeApp(); - -// AI Email Generation -exports.generateEmail = functions.https.onCall(async (data, context) => { - // Verify authentication - if (!context.auth) { - throw new functions.https.HttpsError('unauthenticated', 'Must be logged in'); - } - - // Get client data - const client = await getClient(data.clientId, context.auth.uid); - - // Build prompt - const prompt = buildEmailPrompt(client, data.purpose, data.context); - - // Call Claude - const anthropic = new Anthropic(); - const response = await anthropic.messages.create({ - model: 'claude-3-5-sonnet-20241022', - max_tokens: 1024, - messages: [{ role: 'user', content: prompt }] - }); - - // Save draft and return - const commId = await saveDraft(context.auth.uid, data.clientId, response); - - // Audit log - await logAction(context.auth.uid, 'ai_generate', 'communication', commId); - - return { content: response.content[0].text, communicationId: commId }; -}); - -// Scheduled: Daily event check -exports.checkDailyEvents = functions.pubsub - .schedule('0 8 * * *') - .timeZone('America/New_York') - .onRun(async (context) => { - const events = await getUpcomingEvents(7); - await sendEventNotifications(events); - }); -``` - ---- - -## 5. Development Phases - -### Phase 1: Foundation (Weeks 1-4) - -**Week 1-2: Project Setup** -- [ ] Create Xcode project with SwiftUI -- [ ] Set up project architecture (folders, protocols) -- [ ] Configure Firebase project -- [ ] Implement Firebase Authentication -- [ ] Set up CI/CD (GitHub Actions + TestFlight) - -**Week 3-4: Core Data Layer** -- [ ] Create all Swift models -- [ ] Implement Firestore service -- [ ] Build repository layer -- [ ] Enable offline persistence -- [ ] Implement basic CRUD for clients - -**Deliverables:** -- App shell with authentication -- Can create/read clients (no UI polish) -- Offline storage working - ---- - -### Phase 2: Core Features (Weeks 5-8) - -**Week 5-6: Client Management UI** -- [ ] Client list view with search -- [ ] Client detail view (full profile) -- [ ] Client edit/create forms -- [ ] Notes management -- [ ] Tags and filtering - -**Week 7-8: Events & Notifications** -- [ ] Event model and storage -- [ ] Birthday/anniversary detection -- [ ] Local notifications setup -- [ ] Push notifications (Firebase Cloud Messaging) -- [ ] Dashboard with upcoming events - -**Deliverables:** -- Fully functional CRM (without AI) -- Can manage clients, notes, events -- Receives reminders for birthdays - ---- - -### Phase 3: AI Integration (Weeks 9-12) - -**Week 9-10: AI Infrastructure** -- [ ] Set up Cloud Functions -- [ ] Claude API integration -- [ ] Prompt engineering and testing -- [ ] Rate limiting and error handling - -**Week 11-12: AI Features** -- [ ] Email generation UI -- [ ] Review/edit/approve workflow -- [ ] Match suggestion algorithm -- [ ] Match review UI -- [ ] Introduction email generation - -**Deliverables:** -- AI email generation working -- Match suggestions with explanations -- Full AI workflow complete - ---- - -### Phase 4: Polish & Compliance (Weeks 13-16) - -**Week 13-14: Compliance** -- [ ] Data export feature (GDPR) -- [ ] Account deletion flow -- [ ] Audit logging -- [ ] Security hardening -- [ ] Biometric authentication - -**Week 15-16: Polish** -- [ ] UI refinements -- [ ] Animation and transitions -- [ ] Edge case handling -- [ ] Performance optimization -- [ ] Comprehensive testing -- [ ] App Store assets -- [ ] TestFlight beta - -**Deliverables:** -- Production-ready application -- App Store submission ready -- Documentation complete - ---- - -## 6. File Structure - -``` -NetworkApp/ -├── App/ -│ ├── NetworkApp.swift -│ └── AppDelegate.swift -│ -├── Core/ -│ ├── Models/ -│ │ ├── Client.swift -│ │ ├── Match.swift -│ │ ├── Communication.swift -│ │ ├── Event.swift -│ │ └── User.swift -│ │ -│ ├── Services/ -│ │ ├── FirebaseService.swift -│ │ ├── AuthService.swift -│ │ ├── AIService.swift -│ │ └── NotificationService.swift -│ │ -│ ├── Repositories/ -│ │ ├── ClientRepository.swift -│ │ ├── MatchRepository.swift -│ │ └── EventRepository.swift -│ │ -│ └── Utilities/ -│ ├── Extensions/ -│ ├── Helpers/ -│ └── Constants.swift -│ -├── Features/ -│ ├── Authentication/ -│ │ ├── Views/ -│ │ └── ViewModels/ -│ │ -│ ├── Dashboard/ -│ │ ├── Views/ -│ │ └── ViewModels/ -│ │ -│ ├── Clients/ -│ │ ├── Views/ -│ │ │ ├── ClientListView.swift -│ │ │ ├── ClientDetailView.swift -│ │ │ └── ClientEditView.swift -│ │ └── ViewModels/ -│ │ └── ClientsViewModel.swift -│ │ -│ ├── Matches/ -│ │ ├── Views/ -│ │ └── ViewModels/ -│ │ -│ ├── Communications/ -│ │ ├── Views/ -│ │ └── ViewModels/ -│ │ -│ └── Settings/ -│ ├── Views/ -│ └── ViewModels/ -│ -├── Resources/ -│ ├── Assets.xcassets -│ ├── Localizable.strings -│ └── Info.plist -│ -└── Tests/ - ├── UnitTests/ - └── UITests/ -``` - ---- - -## 7. Testing Strategy - -### Unit Tests -- Model encoding/decoding -- Repository logic -- AI prompt building -- Date/event calculations - -### Integration Tests -- Firebase read/write -- AI service calls -- Authentication flows - -### UI Tests -- Critical user journeys -- Client CRUD operations -- AI generation flow - -### Manual Testing -- Various client data scenarios -- Offline/online transitions -- Edge cases - ---- - -## 8. Launch Checklist - -- [ ] All features tested on device -- [ ] Performance profiled (Instruments) -- [ ] Memory leaks checked -- [ ] Crash-free for 48+ hours -- [ ] App Store screenshots (6.5" & 5.5") -- [ ] App Store description -- [ ] Privacy policy URL -- [ ] Support URL -- [ ] App Review notes -- [ ] TestFlight beta feedback addressed -- [ ] Analytics events verified -- [ ] Crashlytics configured diff --git a/projects/network-app/feasibility.md b/projects/network-app/feasibility.md index 6570837..db00271 100644 --- a/projects/network-app/feasibility.md +++ b/projects/network-app/feasibility.md @@ -1,460 +1,73 @@ -# The Network App - Technical Feasibility Assessment +# The Network App — Feasibility Assessment -**Date:** 2025-06-26 -**Purpose:** Evaluate technical approach, architecture, and development requirements +**Last Updated:** 2026-01-27 +**Status:** ✅ Feasible — Proceed with MVP --- -## Executive Summary +## Stack Validation -The Network App is **technically feasible** with the proposed stack (Swift/SwiftUI, Firebase, Claude AI). The project is moderate complexity with well-understood patterns. Main challenges are AI integration quality and compliance implementation. Estimated timeline: **12-16 weeks for MVP**. +| Component | Choice | Maturity | Risk | +|-----------|--------|----------|------| +| Flutter | Stable | Production-ready | Low | +| Elysia + Bun | Growing | v1.0+, stable | Low | +| PostgreSQL | Mature | Industry standard | Low | +| Drizzle | Stable | Production-ready | Low | +| BetterAuth | Newer | v1.0+, active dev | Low-Medium | +| LangChain.js | Mature | Widely adopted | Low | +| Dokploy | Stable | Self-hosted PaaS | Low | + +**Overall Risk:** Low — All core technologies are production-ready. --- -## 1. Swift/SwiftUI Architecture Recommendations +## MVP Timeline Estimate -### Platform Choice: Native iOS ✅ +| Phase | Scope | Duration | +|-------|-------|----------| +| 1. Setup | Repos, auth, DB schema | 1 week | +| 2. Client CRUD | Backend + Flutter UI | 2 weeks | +| 3. Search & Events | Filters, birthday tracking | 1 week | +| 4. AI Integration | LangChain email generation | 1 week | +| 5. Polish | Testing, bug fixes, deploy | 1 week | -**Why Native:** -- Best performance for data-heavy CRM -- Full access to iOS features (biometrics, contacts, notifications) -- SwiftUI is mature and production-ready (iOS 16+) -- Offline-first capabilities easier to implement -- Better for sensitive data handling - -**Why NOT Cross-Platform:** -- Single platform requirement (iOS first) -- Native gives compliance advantages -- No need to compromise on UX - -### Recommended Architecture: MVVM + Clean Architecture - -``` -┌─────────────────────────────────────────────────────┐ -│ Presentation │ -│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ -│ │ Views │ │ ViewModels │ │ Router │ │ -│ │ (SwiftUI) │ │ (ObsObj) │ │ (Coordinat) │ │ -│ └─────────────┘ └─────────────┘ └─────────────┘ │ -├─────────────────────────────────────────────────────┤ -│ Domain │ -│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ -│ │ Use Cases │ │ Entities │ │ Repositories│ │ -│ │ │ │ (Models) │ │ (Protocols) │ │ -│ └─────────────┘ └─────────────┘ └─────────────┘ │ -├─────────────────────────────────────────────────────┤ -│ Data │ -│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ -│ │ Firebase │ │ Claude │ │ Local │ │ -│ │ Service │ │ Service │ │ Cache │ │ -│ └─────────────┘ └─────────────┘ └─────────────┘ │ -└─────────────────────────────────────────────────────┘ -``` - -### Key SwiftUI Patterns - -1. **State Management:** Combine + ObservableObject -2. **Navigation:** NavigationStack (iOS 16+) -3. **Data Flow:** Single source of truth in ViewModels -4. **Dependency Injection:** Protocol-based for testability - -### iOS Version Target - -- **Minimum:** iOS 16.0 -- **Reason:** NavigationStack, modern SwiftUI features -- **Coverage:** ~95% of active iPhones +**Total: 6-8 weeks for MVP** --- -## 2. Firebase Structure for Client Data +## Cost Estimate (Monthly) -### Why Firebase ✅ - -**Advantages:** -- Real-time sync built-in -- Offline persistence automatic -- Authentication included -- Cloud Functions for backend logic -- Good security rules system -- Scales automatically - -**Considerations:** -- NoSQL requires careful data modeling -- Compliance certifications available (SOC 2, ISO 27001) -- Data residency options exist - -### Firestore Data Model - -``` -users/ - {userId}/ - profile: { name, email, settings } - subscription: { tier, expires } - -clients/ - {clientId}/ - userId: string (owner reference) - basic: { - firstName, lastName, email, phone - address: { street, city, state, zip } - } - professional: { - company, role, industry - } - personal: { - birthday, anniversary - interests: [] - family: { spouse, children: [] } - preferences: {} - } - notes: [] // Array of timestamped notes - tags: [] - matchPreferences: { - excludeFromMatching: boolean - excludeClientIds: [] - } - metadata: { - createdAt, updatedAt, lastContactedAt - } - -communications/ - {communicationId}/ - userId: string - clientId: string - type: "email" | "newsletter" | "birthday" - status: "draft" | "approved" | "sent" - aiGenerated: { - content: string - generatedAt: timestamp - promptUsed: string - } - finalContent: string - sentAt: timestamp - -matches/ - {matchId}/ - userId: string - client1Id: string - client2Id: string - aiReasoning: string - score: number - status: "suggested" | "approved" | "introduced" | "rejected" - introducedAt: timestamp - outcome: string - -events/ - {eventId}/ - userId: string - clientId: string - type: "birthday" | "anniversary" | "followup" | "custom" - date: timestamp - recurring: boolean - reminderDays: number - lastTriggered: timestamp -``` - -### Security Rules Strategy - -```javascript -// Firestore Security Rules (simplified) -rules_version = '2'; -service cloud.firestore { - match /databases/{database}/documents { - // Users can only access their own data - match /clients/{clientId} { - allow read, write: if request.auth != null - && resource.data.userId == request.auth.uid; - } - - // Audit log - write only - match /auditLog/{logId} { - allow create: if request.auth != null; - allow read: if false; // Only via admin SDK - } - } -} -``` - -### Offline Strategy - -1. **Firestore Persistence:** Enable by default -2. **Optimistic Updates:** UI updates immediately -3. **Conflict Resolution:** Last-write-wins for most fields -4. **Sync Indicator:** Show pending changes to user +| Service | Cost | +|---------|------| +| VM (Dokploy host) | Already owned | +| PostgreSQL | Included (self-hosted) | +| Claude API (~200 emails) | ~$3-5 | +| Resend (3k emails free) | $0 | +| **Total** | ~$5/month | --- -## 3. Claude AI Integration Approach +## Key Decisions -### API Integration Architecture - -``` -┌─────────────┐ ┌─────────────┐ ┌─────────────┐ -│ iOS App │────▶│ Firebase │────▶│ Claude API │ -│ │ │ Functions │ │ │ -└─────────────┘ └─────────────┘ └─────────────┘ - │ - API Key secured - in Cloud Functions -``` - -**Why Cloud Functions Proxy:** -- API key never on device -- Rate limiting and cost control -- Audit logging for compliance -- Can cache/optimize requests - -### Claude Use Cases & Prompts - -#### 1. Personalized Email Generation - -``` -System: You are a professional wealth advisor writing to a valued client. -Maintain a warm but professional tone. Incorporate personal details naturally. - -Context: -- Advisor name: {advisorName} -- Client: {clientName} -- Their interests: {interests} -- Recent notes: {recentNotes} -- Purpose: {emailPurpose} - -Generate a personalized email that feels genuine, not templated. -``` - -#### 2. Client Match Suggestions - -``` -System: You are analyzing client profiles to identify valuable networking -opportunities. Only suggest matches that would genuinely benefit both parties. - -Client A: {profileA} -Client B: {profileB} - -Evaluate potential match: -1. What shared interests or complementary needs exist? -2. How might they benefit from knowing each other? -3. Confidence score (1-10) with reasoning -4. Suggested introduction approach - -Output as JSON: { score, reasoning, introductionSuggestion } -``` - -#### 3. Birthday/Event Messages - -``` -System: Generate a thoughtful birthday message from a wealth advisor to -their client. Should feel personal, not generic. - -Client: {clientName} -Relationship tenure: {yearsSinceClient} -Interests: {interests} -Last interaction: {lastNote} - -Keep it brief (2-3 sentences) and sincere. -``` - -### Cost Estimation - -| Use Case | Tokens/Request | Requests/Month | Monthly Cost | -|----------|----------------|----------------|--------------| -| Email generation | ~800 | 200 | ~$2.40 | -| Match analysis | ~1200 | 100 | ~$1.80 | -| Birthday messages | ~300 | 50 | ~$0.45 | -| **Total estimated** | | | **~$5-10/user** | - -*Based on Claude 3.5 Sonnet pricing ($3/M input, $15/M output)* - -### Error Handling - -1. **Timeout:** 30-second limit, show "AI thinking..." -2. **Failure:** Graceful fallback to templates -3. **Rate Limits:** Queue and retry with exponential backoff -4. **Content Filtering:** Review AI output before displaying +1. **Cross-platform (Flutter)** over iOS-only — Serves both platforms from one codebase +2. **Self-hosted** over Firebase — Full control, predictable costs, no vendor lock-in +3. **LangChain** over direct API — Model flexibility for future +4. **Lean MVP** — Core features only, iterate based on David's feedback --- -## 4. Security & Compliance Considerations +## Risks & Mitigations -### GDPR Compliance - -| Requirement | Implementation | -|-------------|----------------| -| Right to Access | Export all client data as JSON/PDF | -| Right to Deletion | Hard delete with cascade (Firebase Admin SDK) | -| Data Portability | Standard export format | -| Consent Tracking | Store consent timestamps per client | -| Data Minimization | Only collect necessary fields | - -### HIPAA Considerations - -If storing health-related notes (e.g., "client mentioned health concerns"): - -1. **BAA with Firebase:** Google offers BAA for Cloud/Firebase -2. **Encryption:** AES-256 at rest (Firebase default) -3. **Access Logging:** Audit trail for all data access -4. **Employee Training:** Document handling procedures - -### Encryption Strategy - -| Layer | Method | -|-------|--------| -| In Transit | TLS 1.3 (Firebase default) | -| At Rest | AES-256 (Firebase default) | -| Sensitive Fields | Additional client-side encryption (optional) | -| Local Cache | iOS Keychain for sensitive data | - -### Authentication Flow - -``` -┌──────────────┐ ┌─────────────┐ ┌──────────────┐ -│ App Launch │───▶│ Biometric │───▶│ Firebase │ -│ │ │ (FaceID) │ │ Auth │ -└──────────────┘ └─────────────┘ └──────────────┘ - │ - Fallback to PIN -``` - -### Audit Logging - -Log these events to a write-only collection: - -- User login/logout -- Client record created/modified/deleted -- AI generation requested -- Export performed -- Data deletion requested +| Risk | Probability | Mitigation | +|------|-------------|------------| +| BetterAuth edge cases | Low | Active community, can fallback to Lucia | +| AI response quality | Medium | Prompt iteration, human review before send | +| Bun compatibility issues | Low | Mature ecosystem, fallback to Node if needed | --- -## 5. Complexity Assessment +## Recommendation -### Feature Complexity Breakdown +**Proceed with development.** Stack is solid, timeline is reasonable, costs are minimal. -| Feature | Complexity | Effort (days) | Risk | -|---------|------------|---------------|------| -| Client CRUD | Low | 5 | Low | -| Search & Filters | Medium | 4 | Low | -| Firebase Auth | Low | 2 | Low | -| Client Profile UI | Medium | 6 | Low | -| AI Email Generation | Medium | 5 | Medium | -| AI Matching | High | 8 | Medium | -| Birthday Tracking | Low | 3 | Low | -| Push Notifications | Medium | 3 | Low | -| Offline Support | Medium | 4 | Medium | -| Compliance Features | Medium | 5 | Medium | -| Settings & Preferences | Low | 2 | Low | - -### Technical Risks - -| Risk | Probability | Impact | Mitigation | -|------|-------------|--------|------------| -| AI quality inconsistent | Medium | High | Prompt iteration, human review | -| Firebase scaling costs | Low | Medium | Monitor usage, set alerts | -| iOS approval delays | Low | Medium | Follow guidelines strictly | -| Offline sync conflicts | Medium | Medium | Clear conflict resolution UX | - ---- - -## 6. Timeline Estimate - -### Phase 1: Foundation (Weeks 1-4) -- Project setup, architecture -- Firebase configuration -- Authentication flow -- Basic client CRUD -- **Deliverable:** App shell with auth and data persistence - -### Phase 2: Core Features (Weeks 5-8) -- Client profile UI (full) -- Search and filtering -- Notes and tags -- Event/birthday tracking -- Push notifications -- **Deliverable:** Functional CRM without AI - -### Phase 3: AI Integration (Weeks 9-12) -- Cloud Functions setup -- AI email generation -- AI matching algorithm -- Review/approval workflows -- **Deliverable:** Full AI features working - -### Phase 4: Polish & Compliance (Weeks 13-16) -- Compliance features (export, delete) -- Audit logging -- UI polish and edge cases -- Testing and bug fixes -- App Store preparation -- **Deliverable:** Production-ready app - -### Total Estimate: 12-16 weeks - -**With buffer for unknowns:** 16-20 weeks - ---- - -## 7. Technology Recommendations - -### Recommended Stack - -| Component | Technology | Rationale | -|-----------|------------|-----------| -| Language | Swift 5.9+ | Modern, safe, performant | -| UI | SwiftUI | Declarative, less code | -| Architecture | MVVM | SwiftUI natural fit | -| Backend | Firebase | Real-time, offline, scales | -| Database | Firestore | Flexible schema, good sync | -| Auth | Firebase Auth | Turnkey, secure | -| Functions | Cloud Functions | Secure AI proxy | -| AI | Claude API | Quality, context length | -| Analytics | Firebase Analytics | Integrated, free | -| Crash Reporting | Firebase Crashlytics | Integrated, free | - -### Development Tools - -- **Xcode 15+** - Latest SwiftUI features -- **Swift Package Manager** - Dependency management -- **SwiftLint** - Code quality -- **Firebase Emulator** - Local development - -### Third-Party Libraries - -Keep minimal: -- Firebase iOS SDK -- (Optional) Kingfisher for image caching -- (Optional) SwiftUI introspect for edge cases - ---- - -## 8. Conclusion - -### Feasibility: ✅ HIGH - -The project is well within established technology patterns. No experimental tech required. - -### Key Success Factors - -1. **AI Prompt Engineering** - Invest time in quality prompts -2. **UX for AI Review** - Make human approval frictionless -3. **Offline-First** - Critical for mobile advisor use -4. **Compliance Documentation** - Start early, not late - -### Recommended Next Steps - -1. Finalize scope and budget -2. Set up Firebase project -3. Create Figma designs for key screens -4. Begin Phase 1 development - -### Cost Summary - -| Item | One-Time | Monthly | -|------|----------|---------| -| Development (16 wks) | $15-40K* | - | -| Firebase (100 users) | - | $25-50 | -| Claude API (per user) | - | $5-10 | -| Apple Developer | $99/year | - | -| **Total Year 1** | ~$15-40K | ~$75-150 | - -*Development cost varies significantly based on who builds it +Next step: Set up repos and scaffold projects.