widgettdc-api / 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 βœ… 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
β”œβ”€ Calendar Widget (professional mode)
β”œβ”€ Notes Widget (enterprise features)
β”œβ”€ Status Widget (real-time monitoring)
└─ Procurement Widget (workflow automation)
TRACK 2.B: Security Intelligence Widgets (NEW - from Cyberstreams V2)
β”œβ”€ Feed Ingestion Widget (threat intelligence)
β”œβ”€ 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):
βœ… Calendar Widget (basic)
βœ… Notes Widget (basic)
βœ… Status Widget (basic)
βœ… Security Widget (basic)
βœ… 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:
βœ… Phase 1.A: Widget Registry 2.0 (versioning, discovery, metrics)
βœ… Phase 1.B: Dashboard Shell (multi-monitor, collaboration, UX)
βœ… Phase 1.C: Component Design System (design tokens, accessibility)
βœ… 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:
βœ“ All features delivered by Feb 28, 2026
βœ“ Zero timeline slips >2 days
QUALITY:
βœ“ Zero critical bugs at gate
βœ“ 95%+ test coverage
βœ“ All tests passing
βœ“ WCAG 2.1 AA compliance
PERFORMANCE:
βœ“ <100ms UI response time
βœ“ Feed ingestion <500ms
βœ“ Search query <200ms
βœ“ Activity stream live (<100ms from event to UI)
SECURITY:
βœ“ Security audit passed
βœ“ Cyberstreams compliance preserved
βœ“ GDPR audit complete
βœ“ Zero high-severity vulnerabilities
TEAM:
βœ“ 95%+ on-time delivery
βœ“ Team confidence high
βœ“ 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 β†’ Track 2.C: Widgets need platform services
Track 2.B β†’ 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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