Add comprehensive documentation for key organizational aspects
- Introduced "Pension Scheme & Benefits" detailing secondary employment benefits and pension specifics. - Created "Roles & Accountabilities" outlining the Holacracy role structure and responsibilities within Respellion. - Added "Security" section covering GDPR compliance and workplace safety protocols. - Established "Spending and Contracting" policy detailing expense categories and submission processes. - Documented "Who We Are" to define Respellion's identity, services, and operational model under Holacracy and ISO 9001.
This commit is contained in:
RaymondVerhoef
@@ -1,394 +1,62 @@
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# Implementation plan
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# Implementation status & maintenance guide
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## How to use this document
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Work through phases in order. Do not start phase N+1 before phase N passes
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all acceptance criteria. Each phase lists the spec file to read, the steps
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to execute, and the criteria that define done.
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At the start of each session: state the phase and step.
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At the end of each session: state completed steps and next starting point.
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The platform is **fully implemented and deployed**. This document replaces the
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original phased build plan (which targeted a Next.js + Qdrant architecture that was
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never shipped). It describes what exists today and where to work.
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---
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## Phase 1 — Infrastructure + ingestion service
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## Build status
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**Spec to read:** /docs/ingestion-spec.md, /docs/data-model.md
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| Area | Status | Where it lives |
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|---|---|---|
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| Auth & onboarding | ✅ shipped | `src/store/AppContext.jsx`, `src/pages/Login.jsx`, `src/pages/Onboarding.jsx` |
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| Knowledge ingestion | ✅ shipped | `src/lib/extractionPipeline.js`, `src/components/admin/UploadZone.jsx` |
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| Knowledge graph (view/edit) | ✅ shipped | `src/components/admin/KnowledgeGraph.jsx` (D3) |
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| Learning content generation | ✅ shipped | `src/lib/learningService.js` (article/slides/infographic) |
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| Micro-learnings | ✅ shipped | `src/lib/microLearningService.js`, `src/components/micro_learning/` |
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| Weekly test | ✅ shipped | `src/lib/testService.js`, `src/pages/Testen.jsx` |
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| Curriculum (26-week, per-user) | ✅ shipped | `src/lib/curriculumService.js`, `src/components/admin/CurriculumManager.jsx` |
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| R42 chatbot | ✅ shipped | `src/components/chat/`, `src/lib/kbStore.js`, `src/lib/retrieval.js` |
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| Gamification | ✅ shipped | `src/pages/Leaderboard.jsx`, `leaderboard` collection |
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| Admin panel | ✅ shipped | `src/pages/Admin/index.jsx` (+ `src/components/admin/`) |
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| AI wrapper (tiers/retry/telemetry) | ✅ shipped | `src/lib/llm.js`, `src/lib/llmRetry.js`, `src/lib/llmSchemas.js`, `src/lib/llmTools.js` |
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| Deployment (Docker/Caddy/Ansible) | ✅ shipped | `Dockerfile`, `Caddyfile`, `docker-compose.yml`, `infra/` |
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### Steps
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---
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**1.1 — Repo scaffold**
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```
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app/
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frontend/ (empty, Next.js init comes in phase 4)
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services/
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ingestion/
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generation/ (empty placeholder)
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curriculum/ (empty placeholder)
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chat/ (empty placeholder)
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progress/ (empty placeholder)
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## Where to make changes
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- **New PocketBase field/collection:** add a migration in `pb_migrations/`
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(follow the existing JS migration style) and mirror it in
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`scripts/setup-pb-collections.mjs`. Then add async helpers in `src/lib/db.js`.
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- **New AI capability:** add a tool in `src/lib/llmTools.js`, a Zod schema in
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`src/lib/llmSchemas.js` (register it in `toolSchemaRegistry`), and call it through
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`callLLM`. Never hit `/api/anthropic` directly.
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- **New screen:** add a page under `src/pages/`, route it in `src/App.jsx`, and gate
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it with `ProtectedRoute` (which also enforces curriculum enrollment).
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- **New admin tool:** add a tab in `src/pages/Admin/index.jsx` and a panel under
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`src/components/admin/`.
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---
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## Verification before shipping
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```bash
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npm test # Vitest unit tests (lib services)
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npm run lint # ESLint
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npm run build # production build to dist/
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```
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Create `app/services/ingestion/` with:
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- package.json (dependencies from ingestion-spec.md)
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- tsconfig.json (strict mode)
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- .env.example (all env vars from ingestion-spec.md)
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- .gitignore
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**1.2 — PocketBase collections**
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PocketBase runs as a binary. Create a migration script at
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`app/services/ingestion/migrations/001_initial_schema.ts` that uses the
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PocketBase JS SDK to create all collections defined in data-model.md:
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Collections to create:
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- source_documents
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- themes
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- topics
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- micro_learnings (schema only — no data yet)
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- curriculum_versions (schema only)
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- curriculum_weeks (schema only)
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- employee_curriculum_state (schema only)
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- session_completions (schema only)
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- gamification_profiles (schema only)
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- badges (schema only)
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- employee_badges (schema only)
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- milestone_cards (schema only)
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Seed the badges collection with all badge definitions from data-model.md.
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**1.3 — Qdrant collections**
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Create `app/services/ingestion/migrations/002_qdrant_setup.ts` that
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initialises both Qdrant collections:
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- source_chunks (1536 dimensions, cosine distance)
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- topic_summaries (1536 dimensions, cosine distance)
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**1.4 — Ingestion service scaffold**
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Build the Fastify server with two routes:
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- POST /ingest
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- GET /status/:jobId
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Use the file structure from ingestion-spec.md exactly.
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**1.5 — Stage 1: text extraction**
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Implement extract.ts per ingestion-spec.md:
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- TXT: direct UTF-8 read
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- MD: direct UTF-8 read, preserve heading markers
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- PDF: pdf-parse, page break markers
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**1.6 — Stage 2–3: chunking + cleaning**
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Implement chunk.ts and clean.ts per ingestion-spec.md:
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- MD: heading-based splitting
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- TXT: sliding window (800 chars, 150 overlap)
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- PDF: page + paragraph splitting
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- Cleaning: whitespace, artefacts, minimum length filter
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**1.7 — Stage 4: structure extraction**
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Implement structure.ts per ingestion-spec.md:
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- Claude Sonnet 4 call with system + user prompt from spec
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- Zod validation of DraftKB output
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- Batch handling for documents > 60 chunks
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- Retry logic on parse failure
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- Error handling: failed job status + reason
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**1.8 — Stage 5: PocketBase write**
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Implement the PocketBase write logic:
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- Create Theme records (status: draft)
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- Create Topic records under each Theme (status: draft)
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- Resolve relationships between Topics after all records created
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**1.9 — Stage 6: embeddings + Qdrant write**
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Implement embed.ts:
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- OpenAI text-embedding-3-small, batches of 100
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- Write to Qdrant source_chunks collection
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- Write to Qdrant topic_summaries collection
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- Update Topic.qdrant_chunk_ids in PocketBase
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**1.10 — Job status tracking**
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Wire all stages into the job queue (jobs/queue.ts):
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- Status transitions: queued → extracting → chunking → structuring →
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writing → embedding → done / failed
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- Progress counters (chunksTotal, chunksEmbedded, themesFound, topicsFound)
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- GET /status/:jobId returns current state
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### Acceptance criteria
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- [ ] POST /ingest with a small MD file completes without error
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- [ ] GET /status/:jobId returns `done` after processing
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- [ ] PocketBase contains draft Theme + Topic records with correct hierarchy
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- [ ] Topic.body contains AI-drafted content (not empty)
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- [ ] Topic relationships are resolved (related_topics populated where applicable)
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- [ ] Qdrant source_chunks contains vectors with correct payload fields
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- [ ] Qdrant topic_summaries contains vectors for each published topic
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- [ ] Topic.qdrant_chunk_ids is populated
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- [ ] POST /ingest with a PDF file completes without error
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- [ ] POST /ingest with a TXT file completes without error
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- [ ] A document > 60 chunks triggers batch processing without error
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- [ ] A malformed PDF returns status `failed` with reason, not an uncaught exception
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- [ ] All Zod validations pass — no `any` types in codebase
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For UI/feature correctness, run the app against a local PocketBase
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(`npm run dev` + `./pocketbase.exe serve`) and exercise the flow in the browser.
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---
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## Phase 2 — Generation service
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## Constraints (see CLAUDE.md / PROTECTED.md)
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**Spec to read:** /docs/generation-spec.md (write this spec before starting)
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### Steps
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**2.1 — Generation service scaffold**
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Fastify service at app/services/generation/
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Routes: POST /generate, GET /status/:jobId
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**2.2 — Generate all 10 types per topic**
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One Claude Sonnet 4 call per type per topic.
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Structured JSON output validated against Zod schemas from data-model.md.
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Write to micro_learnings collection (status: generated).
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**2.3 — Batch generation on theme approval**
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When admin approves a Theme batch, queue generation for all Topics in that Theme.
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All 10 types per Topic.
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**2.4 — Admin publish flow**
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Route to update micro_learning status from generated → published or rejected.
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This is called by the admin app (built in phase 4).
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### Acceptance criteria (to be detailed in generation-spec.md)
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- [ ] All 10 micro learning types generated for a test topic
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- [ ] All 10 JSON outputs validate against their Zod schemas
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- [ ] Generated content written to PocketBase with status: generated
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- [ ] Admin can publish or reject individual micro learnings
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---
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## Phase 3 — Curriculum service
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**Spec to read:** /docs/curriculum-spec.md (write this spec before starting)
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### Steps
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**3.1 — Curriculum service scaffold**
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Fastify service at app/services/curriculum/
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**3.2 — Curriculum generator**
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Claude Sonnet 4 reads full KB graph → produces 26-week schedule.
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Written to curriculum_versions + curriculum_weeks.
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**3.3 — Versioning logic**
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- New version created on regeneration
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- Completed weeks frozen (employee_curriculum_state.current_week used as boundary)
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- Admin confirmation required before applying new version
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**3.4 — Perpetual cycling**
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On week 26 completion, cycle increments, new cycle starts on latest version.
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Second cycle: varied sequence, surfaces unused micro learning types.
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### Acceptance criteria (to be detailed in curriculum-spec.md)
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- [ ] Curriculum generated from a populated KB
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- [ ] 26 weeks produced, all Themes covered
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- [ ] Prerequisites respected in ordering
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- [ ] Regeneration does not alter completed weeks
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- [ ] Admin confirmation flow works correctly
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---
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## Phase 4 — Frontend: admin app
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**Spec to read:** /docs/frontend-spec.md (write this spec before starting)
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### Steps
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**4.1 — Next.js 14 scaffold**
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Mobile-first, TypeScript strict, Tailwind CSS, PWA config.
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Role-based routing: /admin/* and /app/* from single Next.js codebase.
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**4.2 — Auth**
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PocketBase auth integration. Admin role routes to /admin/*.
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**4.3 — Document upload + ingestion status**
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Upload UI → calls ingestion service → polls job status → shows progress.
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**4.4 — Theme batch review**
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Display draft Themes with their Topic list.
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Approve batch / edit individual topics / reject batch.
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Triggers generation service on approval.
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**4.5 — Curriculum editor**
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Display AI-generated curriculum (26 weeks).
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Drag-to-reorder weeks. Edit Theme assignment per week.
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Confirm regeneration with preview.
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### Acceptance criteria (to be detailed in frontend-spec.md)
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- [ ] Admin can upload a document and see ingestion progress
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- [ ] Admin can approve a Theme batch
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- [ ] Admin can edit a Topic before approval
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- [ ] Admin can view and reorder the curriculum
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- [ ] Admin can confirm a curriculum regeneration with preview
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---
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## Phase 5 — Frontend: employee app
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**Spec to read:** /docs/frontend-spec.md (same file, employee section)
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### Steps
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**5.1 — Employee auth + onboarding**
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PocketBase auth. Employee role routes to /app/*.
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Set start date on first login → creates employee_curriculum_state record.
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**5.2 — Weekly session flow**
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Current week's Theme displayed.
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Topics listed with available micro learning types per topic.
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Employee selects type → content rendered → mark complete.
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**5.3 — Knowledge library**
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Browse all published Topics.
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Filter by Theme, difficulty, key terms.
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**5.4 — R42 chatbot**
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Floating button, every screen.
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Calls chat service → streams response.
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Cites source topic in response.
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**5.5 — Gamification profile**
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GitHub-style heatmap (26-week view).
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Badge display.
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Streak + level + commit count.
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Public leaderboard (multi-dimension).
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Milestone cards in activity feed.
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### Acceptance criteria (to be detailed in frontend-spec.md)
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- [ ] Employee sees correct week based on start date
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- [ ] Employee can complete a topic with a chosen micro learning type
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- [ ] Completion is recorded and XP awarded
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- [ ] Knowledge library shows all published topics with filters
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- [ ] R42 responds with grounded answer and source citation
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- [ ] R42 is accessible from every screen
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- [ ] Heatmap renders correctly on mobile (375px)
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- [ ] Leaderboard shows all employees with multi-dimension data
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---
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||||
## Phase 6 — Chat service (R42)
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**Spec to read:** /docs/r42-spec.md (write this spec before starting)
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|
||||
### Steps
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|
||||
**6.1 — Chat service scaffold**
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Fastify service at app/services/chat/
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**6.2 — Query → embed → retrieve**
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Employee query embedded → Qdrant nearest-neighbour on both collections.
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Boost chunks from employee's current Theme.
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**6.3 — Response generation**
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Top-K chunks injected into Haiku 4.5 prompt.
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Response streamed to frontend.
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Source Topic titles included in response.
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**6.4 — Out-of-scope handling**
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If retrieval confidence is below threshold, R42 responds:
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"I can only answer questions based on the internal knowledge base.
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This topic doesn't appear to be covered."
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|
||||
### Acceptance criteria (to be detailed in r42-spec.md)
|
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|
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- [ ] R42 answers a question about a published topic correctly
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- [ ] R42 cites the source topic in its response
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- [ ] R42 refuses to answer out-of-scope questions explicitly
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- [ ] Response streams to frontend (not batch)
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- [ ] Response latency < 3 seconds for typical queries
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|
||||
---
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||||
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||||
## Phase 7 — Progress service
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|
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**Spec to read:** /docs/gamification-spec.md (write this spec before starting)
|
||||
|
||||
### Steps
|
||||
|
||||
**7.1 — Progress service scaffold**
|
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Fastify service at app/services/progress/
|
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|
||||
**7.2 — Completion recording**
|
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Write session_completions record on topic completion.
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Calculate XP (commits) per type.
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|
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**7.3 — Gamification updates**
|
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Update gamification_profiles: commits, level, streak, types_used.
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Evaluate badge conditions → write employee_badges on award.
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**7.4 — Milestone cards**
|
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Generate milestone_cards record at weeks 13 and 26.
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||||
**7.5 — Leaderboard query**
|
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Endpoint returning all gamification_profiles for leaderboard rendering.
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|
||||
### Acceptance criteria (to be detailed in gamification-spec.md)
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||||
|
||||
- [ ] Completion writes to session_completions
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||||
- [ ] Commits calculated and added to gamification_profile
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- [ ] Level updates correctly at commit thresholds
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||||
- [ ] Streak increments on weekly completion, resets on skip
|
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- [ ] Badge awarded when condition is met
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||||
- [ ] Milestone card created at weeks 13 and 26
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||||
- [ ] Leaderboard endpoint returns all employees with correct data
|
||||
|
||||
---
|
||||
|
||||
## Phase 8 — Integration + hardening
|
||||
|
||||
No new spec required.
|
||||
|
||||
### Steps
|
||||
|
||||
**8.1 — Service wiring**
|
||||
Verify all services communicate through PocketBase correctly.
|
||||
No direct service-to-service calls — all state through PocketBase.
|
||||
|
||||
**8.2 — Error handling audit**
|
||||
Review all services for unhandled promise rejections, missing error states,
|
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and uncaught exceptions. Every external call (AI API, PocketBase, Qdrant,
|
||||
OpenAI) wrapped in try/catch with meaningful error logging.
|
||||
|
||||
**8.3 — Mobile QA**
|
||||
Test all employee app flows at 375px width.
|
||||
R42 floating button must not obscure content.
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||||
Heatmap must render without horizontal scroll.
|
||||
|
||||
**8.4 — Environment variable audit**
|
||||
Verify no hardcoded values. All .env.example files complete.
|
||||
|
||||
**8.5 — Dockerfile update**
|
||||
Update COPY path from legacy app root to /app.
|
||||
This is the one manual change that connects the rebuild to the existing pipeline.
|
||||
|
||||
### Acceptance criteria
|
||||
|
||||
- [ ] Full flow works end-to-end: upload doc → approve → curriculum → employee completes session → R42 answers question → gamification updates
|
||||
- [ ] No uncaught exceptions in any service under normal operating conditions
|
||||
- [ ] All screens render correctly on 375px mobile
|
||||
- [ ] Dockerfile builds successfully pointing at /app
|
||||
- [ ] Existing pipeline deploys the rebuilt app without modification
|
||||
|
||||
---
|
||||
|
||||
## Spec files still to be written
|
||||
|
||||
Before starting each phase, write the corresponding spec file.
|
||||
Use ingestion-spec.md as the template for structure and detail level.
|
||||
|
||||
| Phase | Spec file needed |
|
||||
|---|---|
|
||||
| 2 | /docs/generation-spec.md |
|
||||
| 3 | /docs/curriculum-spec.md |
|
||||
| 4–5 | /docs/frontend-spec.md |
|
||||
| 6 | /docs/r42-spec.md |
|
||||
| 7 | /docs/gamification-spec.md |
|
||||
|
||||
When you reach a phase without a spec: stop, draft the spec, then proceed.
|
||||
Do not implement without a spec.
|
||||
- Do not edit `stylesheet.css` or the deployment files (`Dockerfile`, `Caddyfile`,
|
||||
`docker-compose.yml`, `infra/`, `.github/workflows/`) without a request.
|
||||
- Do not re-enable PocketBase auto-cancellation.
|
||||
- Do not re-add the podcast content type or the `reflection_prompt` micro-learning.
|
||||
- Ignore the abandoned `/app` Next.js scaffolding.
|
||||
|
||||
Reference in New Issue
Block a user