Add Network App project documentation
- README.md: Project overview - requirements.md: Full feature specification - competitors.md: Market research (Wealthbox, Affinity, Clay, etc.) - feasibility.md: Technical assessment with Swift/Firebase/Claude architecture - blueprint.md: Architecture diagrams, screens, data models, API endpoints, dev phases Client: David DePoyster / NWM Tech: Swift/SwiftUI, Firebase, Claude AI
This commit is contained in:
460
projects/network-app/feasibility.md
Normal file
460
projects/network-app/feasibility.md
Normal file
@@ -0,0 +1,460 @@
|
||||
# The Network App - Technical Feasibility Assessment
|
||||
|
||||
**Date:** 2025-06-26
|
||||
**Purpose:** Evaluate technical approach, architecture, and development requirements
|
||||
|
||||
---
|
||||
|
||||
## Executive Summary
|
||||
|
||||
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**.
|
||||
|
||||
---
|
||||
|
||||
## 1. Swift/SwiftUI Architecture Recommendations
|
||||
|
||||
### Platform Choice: Native iOS ✅
|
||||
|
||||
**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
|
||||
|
||||
---
|
||||
|
||||
## 2. Firebase Structure for Client Data
|
||||
|
||||
### 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
|
||||
|
||||
---
|
||||
|
||||
## 3. Claude AI Integration Approach
|
||||
|
||||
### 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
|
||||
|
||||
---
|
||||
|
||||
## 4. Security & Compliance Considerations
|
||||
|
||||
### 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
|
||||
|
||||
---
|
||||
|
||||
## 5. Complexity Assessment
|
||||
|
||||
### Feature Complexity Breakdown
|
||||
|
||||
| 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
|
||||
Reference in New Issue
Block a user