docs/PHASE2_OUTLINE.txt

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WIDGETBOARD ENTERPRISE PLATFORM - PHASE 2 OUTLINE
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Preliminary Phase 2 Specification (Subject to Phase 1 completion approval)
Created: 2025-11-16 18:23 UTC
Release Manager: Claude Code Agent (Autonomous)
Authority: System Director (Claus)

STATUS: ⏳ DRAFT (PENDING Phase 1 completion gate approval)
TARGET START: January 1, 2026
TARGET COMPLETION: February 28, 2026
GATE REQUIRED: Phase 1 quality gate (architecture + security) must be ✅ APPROVED

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PHASE 2 MISSION
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"Upgrade WidgetBoard from foundation to enterprise platform with intelligent
widget ecosystem and security intelligence capabilities. Deliver both consumer
and enterprise-focused widgets."

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PHASE 2 STRUCTURE
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Phase 2 has TWO parallel tracks:

  TRACK 2.A: Core Widget Enterprise Upgrade
  ├─ Calendar Widget (professional mode)
  ├─ Notes Widget (enterprise features)
  ├─ Status Widget (real-time monitoring)
  └─ Procurement Widget (workflow automation)

  TRACK 2.B: Security Intelligence Widgets (NEW - from Cyberstreams V2)
  ├─ Feed Ingestion Widget (threat intelligence)
  ├─ Search Interface Widget (query capability)
  └─ Activity Stream Widget (real-time monitoring)

PARALLEL EXECUTION:
  - Track 2.A and 2.B can run concurrently
  - Estimated 8 weeks for both tracks
  - Both must complete by Feb 28, 2026

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TRACK 2.A: CORE WIDGET ENTERPRISE UPGRADE
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PURPOSE: Enhance existing widgets with professional/enterprise features

CURRENT WIDGETS (From Phase 1.A/B/C):
  ✅ Calendar Widget (basic)
  ✅ Notes Widget (basic)
  ✅ Status Widget (basic)
  ✅ Security Widget (basic)
  ✅ Procurement Widget (basic)

PHASE 2 UPGRADES FOR EACH:

2.A.1: Calendar Widget Professional Mode
  Features:
    - Recurring events with recurrence rules
    - Meeting room/resource booking
    - Timezone support (multi-timezone meetings)
    - Integration with other calendars (personal/team/external)
    - Invite system (attendees, RSVPs)
    - Conflict detection
    - Search and filtering
  Effort: 5-7 days
  Owner: Chief Architect + Frontend team

2.A.2: Notes Widget Enterprise Features
  Features:
    - Collaborative editing (real-time, multi-user)
    - Rich text formatting (bold, italic, lists, etc.)
    - File attachments and embedding
    - Version history and restore
    - Tags and categorization
    - Search with full-text indexing
    - Sharing (public link, team, private)
    - Markdown support
  Effort: 7-10 days
  Owner: Chief Architect + Frontend team

2.A.3: Status Widget Real-Time Monitoring
  Features:
    - Service status dashboard (multiple services)
    - Status page integration (StatusPage, Atlassian)
    - Custom status indicators
    - Historical status tracking
    - Incident timeline
    - Notification rules
  Effort: 5-7 days
  Owner: Chief Architect + Backend team

2.A.4: Procurement Widget Workflow Automation
  Features:
    - Purchase request workflow (create, approve, order)
    - Vendor management
    - Budget tracking
    - Approval chains
    - Document attachment and signing
    - Integration with accounting systems
    - Status tracking and notifications
  Effort: 8-10 days
  Owner: Chief Architect + Backend team

2.A.5: Security Widget Enhancement
  Features:
    - Security alert aggregation
    - Compliance checklist tracking
    - Vulnerability scanning integration
    - Certificate expiry monitoring
    - Access control management
    - Security audit logging
  Effort: 7-10 days
  Owner: Chief Architect + Security team

TOTAL EFFORT (TRACK 2.A): 32-44 days (6-8 weeks with overlap)

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TRACK 2.B: SECURITY INTELLIGENCE WIDGETS (NEW - CYBERSTREAMS V2)
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PURPOSE: Add security monitoring capabilities via Cyberstreams V2 modules

SOURCE: Cyberstreams V2 (https://github.com/Clauskraft/cyberstreams-v2)
TECH STACK: Fastify (API), OpenSearch (indexing), MinIO (storage)
COMPLIANCE: Audit-ready, GDPR-compliant

2.B.1: Feed Ingestion Widget (Threat Intelligence)
  Purpose: Monitor RSS feeds for security threats and intelligence

  Source Module: Cyberstreams "Feed Ingestion Engine"
  Features:
    - Multiple RSS feed sources
    - Real-time feed updates
    - Feed normalization and tagging
    - Threat level classification
    - Feed filtering and search
    - Duplicate detection

  Technical Requirements:
    - OpenSearch integration for indexing
    - Background job for feed polling
    - MinIO for feed archive storage
    - Feed parser and normalizer

  Effort: 8-10 days
  Owner: Chief Architect + Backend team
  Dependencies: Registry 2.0, OpenSearch setup

2.B.2: Search Interface Widget (Query Capability)
  Purpose: Real-time search and filtering across security feeds/data

  Source Module: Cyberstreams "Search Interface"
  Features:
    - Advanced query builder (multiple filters)
    - Full-text search across feeds
    - Saved search templates
    - Result highlighting and export
    - Search performance metrics
    - Autocomplete and suggestions

  Technical Requirements:
    - OpenSearch query API integration
    - UI for query building
    - Result pagination and sorting
    - Search history tracking

  Effort: 7-9 days
  Owner: Chief GUI Designer + Frontend team
  Dependencies: Feed Ingestion Widget, OpenSearch

2.B.3: Activity Stream Widget (Real-Time Monitoring)
  Purpose: Live stream of security events and activities

  Source Module: Cyberstreams "Activity Stream Monitor"
  Features:
    - Server-Sent Events (SSE) for live updates
    - Event filtering and categorization
    - Real-time alerts and notifications
    - Activity history view
    - Event drill-down (click to see details)
    - Custom alert rules

  Technical Requirements:
    - WebSocket or SSE implementation
    - Event publishing system
    - Real-time alert engine
    - Event persistence

  Effort: 8-10 days
  Owner: Chief Architect + Backend team
  Dependencies: Feed Ingestion Widget, Registry 2.0

TOTAL EFFORT (TRACK 2.B): 23-29 days (4-6 weeks)

MODULES NOT IN PHASE 2:
  ❌ Health Dashboard Widget (Phase 3+)
  ❌ Audit Logger Widget (Phase 4+)

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PHASE 2 TIMELINE
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January 2026:
  Week 1 (Jan 1-5): Planning and architecture
    - Chief Architect designs Track 2.A + 2.B architecture
    - Backend team plans OpenSearch/MinIO setup
    - Frontend team plans UI components
    - Security review of Cyberstreams integration

  Week 2-4 (Jan 6-31): Parallel implementation
    Track 2.A (Core Widgets):
      - 2.A.1: Calendar improvements (Jan 6-12)
      - 2.A.2: Notes features (Jan 13-20)
      - 2.A.3: Status widget (Jan 21-26)

    Track 2.B (Security Widgets):
      - 2.B.1: Feed Ingestion widget (Jan 6-15)
      - Infrastructure setup (OpenSearch, MinIO) (Jan 6-10)
      - 2.B.2: Search Interface widget (Jan 16-23)

February 2026:
  Week 5-6 (Feb 1-14): Continue implementation + testing
    Track 2.A:
      - 2.A.4: Procurement widget (Feb 1-10)
      - 2.A.5: Security widget (Feb 1-14)
      - Testing and bug fixes (Feb 10-14)

    Track 2.B:
      - 2.B.3: Activity Stream widget (Feb 1-10)
      - Integration testing (Feb 10-14)
      - Security audit (Feb 10-20)

  Week 7-8 (Feb 15-28): Final testing, optimization, gate
    - Combined integration testing (Feb 15-21)
    - Performance optimization (Feb 20-24)
    - Security final audit (Feb 15-25)
    - Quality gate review (Feb 25-28)

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PHASE 2 DEPENDENCIES
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MUST COMPLETE BEFORE PHASE 2 STARTS:
  ✅ Phase 1.A: Widget Registry 2.0 (versioning, discovery, metrics)
  ✅ Phase 1.B: Dashboard Shell (multi-monitor, collaboration, UX)
  ✅ Phase 1.C: Component Design System (design tokens, accessibility)
  ✅ Phase 1 Quality Gate: Architecture + Security approval

INFRASTRUCTURE REQUIRED:
  - OpenSearch cluster (for security widget search)
  - MinIO storage (for feed archives)
  - Background job system (for feed polling)
  - WebSocket/SSE infrastructure (for real-time updates)

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PHASE 2 QUALITY GATES
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MIDPOINT REVIEW (Feb 1):
  - 50% of features implemented
  - No blockers identified
  - Build passing
  - Tests at 80%+ coverage

FINAL GATE (Feb 28):
  - 100% of features implemented
  - 95%+ test coverage
  - WCAG 2.1 AA compliance maintained
  - Security audit passed
  - Performance: <100ms UI response
  - Zero critical bugs
  - Architecture review approved
  - Chief Architect sign-off required

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PHASE 2 SUCCESS METRICS
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TIMELINE:
  ✓ All features delivered by Feb 28, 2026
  ✓ Zero timeline slips >2 days

QUALITY:
  ✓ Zero critical bugs at gate
  ✓ 95%+ test coverage
  ✓ All tests passing
  ✓ WCAG 2.1 AA compliance

PERFORMANCE:
  ✓ <100ms UI response time
  ✓ Feed ingestion <500ms
  ✓ Search query <200ms
  ✓ Activity stream live (<100ms from event to UI)

SECURITY:
  ✓ Security audit passed
  ✓ Cyberstreams compliance preserved
  ✓ GDPR audit complete
  ✓ Zero high-severity vulnerabilities

TEAM:
  ✓ 95%+ on-time delivery
  ✓ Team confidence high
  ✓ Knowledge documentation complete

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ESTIMATED EFFORT SUMMARY
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Track 2.A (Core Widgets): 32-44 days
Track 2.B (Security Widgets): 23-29 days
Planning & Architecture: 5-7 days
Testing & Integration: 10-12 days
Buffer: 10-15 days (unforeseen issues)

TOTAL PHASE 2: 80-107 days (12-16 weeks calendar time)
COMPRESSED TO: ~8 weeks actual (Jan 1 - Feb 28, with parallel execution)

TEAM SIZE NEEDED:
- 1x Chief Architect (full-time)
- 1-2x Backend engineers (full-time)
- 2-3x Frontend engineers (full-time)
- 1x Chief GUI Designer (part-time, design spec)
- 1x Security engineer (part-time, security audit)
- 1x DevOps (part-time, infrastructure)

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PHASE 2 ASSUMPTIONS
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1. Phase 1 quality gate PASSES (all items approved)
2. Team availability at above staffing levels
3. No major blocking issues from Phase 1
4. Cyberstreams V2 modules extract cleanly
5. OpenSearch/MinIO infrastructure available
6. No significant scope additions
7. No major technology pivot required

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PHASE 2 RISKS
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RISK: OpenSearch integration complexity
  PROBABILITY: Medium
  IMPACT: High (could delay 2.B by 1 week)
  MITIGATION: Early infrastructure setup, proof of concept in January

RISK: Cyberstreams module extraction takes longer than estimated
  PROBABILITY: Medium
  IMPACT: Medium (could delay 2.B by 3-5 days)
  MITIGATION: Start extraction in December (before Phase 2 start)

RISK: Security audit delays (2.B focus)
  PROBABILITY: Medium
  IMPACT: High (could delay entire Phase 2 by 1 week)
  MITIGATION: Begin security review early, coordinate with auditors

RISK: Team context switch from Phase 1 to Phase 2
  PROBABILITY: Low
  IMPACT: Low (1-2 days ramp-up)
  MITIGATION: Documentation and knowledge transfer in final Phase 1 week

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NEXT STEPS FOR PHASE 2 PLANNING
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IMMEDIATE (After Phase 1 completion):
  1. System Director approves Phase 2 spec
  2. Project Manager allocates resources
  3. Chief Architect creates detailed architecture
  4. Chief GUI Designer designs Phase 2 widgets

DECEMBER 2025 (Preparation):
  1. Extract Cyberstreams V2 modules (proof of concept)
  2. Set up OpenSearch/MinIO infrastructure
  3. Create detailed technical specs for each widget
  4. Document Phase 2 architectural decisions

JANUARY 1, 2026 (Phase 2 Kickoff):
  1. Team kickoff meeting
  2. Architecture review and approval
  3. Begin Sprint 1 implementation
  4. Daily standup and tracking

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GOVERNANCE FOR PHASE 2
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RELEASE MANAGER: Continues same role as Phase 1
  - Main branch integrity
  - Scope discipline (Phase 2 spec only)
  - PR flow control (max 3 concurrent)
  - Daily PM status syncs
  - Quality gate enforcement

PROJECT MANAGER: Allocates resources, coordinates teams
  - Resource allocation across Track 2.A and 2.B
  - Timeline management
  - Risk escalation
  - Status reporting

CHIEF ARCHITECT: Technical decisions, architecture approval
  - Widget architecture design
  - OpenSearch/infrastructure decisions
  - Performance optimization
  - Security architecture

CHIEF GUI DESIGNER: Design decisions, component specs
  - Phase 2 widget designs
  - Component refinements
  - Accessibility verification
  - Design system expansion

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END OF PHASE 2 OUTLINE
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Status: DRAFT (Pending Phase 1 completion)
Last Updated: 2025-11-16 18:23 UTC
Authority: System Director (Claus)
Next Review: Upon Phase 1 completion (Dec 31, 2025 quality gate)

IMPORTANT: This is preliminary. Final Phase 2 spec will be confirmed after
Phase 1 quality gate passes. Scope may be adjusted based on Phase 1 outcomes.

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PHASE 2 BACKEND PLATFORM INFRASTRUCTURE (NEW TRACK 2.C)
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Added: 2025-11-16 18:30 UTC (from existing branches held for Phase 2)

TRACK 2.C: Backend Platform Services (PARALLEL with 2.A and 2.B)
PURPOSE: Build platform infrastructure foundation for core widgets

BRANCHES CONTAINING THIS WORK:
  - copilot/sub-pr-14 (PlatformProvider + contracts)
  - copilot/sub-pr-14-one-more-time (Platform services + logging)
  - copilot/sub-pr-14-yet-again (WidgetComponentProps types)

IMPLEMENTATION COMPONENTS:

2.C.1: PlatformProvider & Context
  Files: src/platform/core/PlatformProvider.tsx, PlatformContext.ts
  Purpose: React Context wrapper providing platform services to widgets
  Effort: 3-5 days
  Owner: Backend Architect (NEW ROLE recommended)

2.C.2: Service Implementations
  Files: src/domain/*, src/platform/*/InMemory*Service.ts
  Services:
    - SecurityOverwatchService (security operations)
    - AuditLogService (event logging)
    - VectorStoreAdapter (vector DB)
    - ProcurementIntelligenceService (procurement logic)
    - NotesAggregatorService (notes backend)
  Effort: 10-12 days
  Owner: Backend Architect + Backend team

2.C.3: Type System & Integration
  Files: src/platform/widgets/types.ts, WidgetComponentProps
  Purpose: Strong typing between widgets and services
  Effort: 3-4 days
  Owner: Chief Architect

2.C.4: Logging & Monitoring
  Files: utils/logger.ts, service logging integration
  Purpose: Replace console.* with proper logging service
  Effort: 2-3 days
  Owner: Backend team

TOTAL EFFORT (TRACK 2.C): 18-24 days (3-4 weeks parallel)

PHASE 2 REVISED STRUCTURE:

  Track 2.A: Core Widget Enterprise Upgrade (32-44 days)
  Track 2.B: Security Intelligence Widgets (23-29 days)
  Track 2.C: Backend Platform Infrastructure (18-24 days) [NEW]
  
  Total: 73-97 days of work compressed to 8 weeks (parallel execution)

PARALLEL EXECUTION STRATEGY:
  - Track 2.A: Frontend engineers (UI widget upgrades)
  - Track 2.B: Frontend + Backend (Security widgets UI + backend)
  - Track 2.C: Backend engineers (Platform infrastructure)
  
  All three tracks run simultaneously Jan 1 - Feb 28

DEPENDENCIES:
  Track 2.A → Track 2.C: Widgets need platform services
  Track 2.B → Track 2.C: Security widgets need audit/logging
  Track 2.C is foundational: Must complete or integrate with other tracks

TIMELINE IMPACT:
  - If all 3 tracks work in parallel: 8 weeks remains realistic
  - If Track 2.C slips: Blocks widget implementation
  - Recommendation: Assign dedicated backend team to Track 2.C

TEAM REQUIREMENT FOR PHASE 2 (UPDATED):
  Track 2.A: 2-3 Frontend engineers (React)
  Track 2.B: 1-2 Frontend + 1 Backend (security integration)
  Track 2.C: 1-2 Backend engineers (platform infrastructure) [NEW]
  
  Total: 4-6 engineers minimum
  Current: 1 Chief Architect + 1 Chief GUI Designer
  
  RECOMMENDATION: Hire 2-3 specialists (confirmed in Interview #2)

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