Update network-app docs: new stack (Flutter, Elysia, Bun, Postgres)

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2026-01-27 02:34:23 +00:00
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**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