YAS/yetanothersuite_implementation_plan.md

YetAnotherSuite — Implementation Plan

The Unified Productivity Ecosystem — Todo, Calendar, and Notes, Connected by AI

Platform: Web (PWA), Desktop (Electron/Tauri), Mobile (React Native) | Phases: 6 | Timeline: 24-28 weeks

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1. Vision & Core Concept

Vision

A unified workspace where tasks, events, and knowledge naturally interconnect. No more context switching between apps — your todos appear in your calendar, your notes link to your tasks, and AI surfaces the right information at the right time.

Problem Statement

Current productivity stacks are fragmented: todos in one app, calendar in another, notes in a third. Users lose context, duplicate effort, and miss connections between their work. YetAnotherSuite eliminates fragmentation by treating tasks, events, and notes as interconnected nodes in a personal knowledge and action graph.

Key Differentiators

• Unified data model — tasks, events, and notes share a single graph structure
• AI-powered cross-modal linking (e.g., 'this note relates to this meeting and these tasks')
• Contextual workspace switching — calendar view shows relevant notes, task view shows upcoming deadlines
• Natural language input across all modules ('Schedule meeting with Sarah next Tuesday and create prep notes')
• Local-first with seamless cloud sync — works offline, syncs when connected
• Time-blocking integration — drag tasks directly onto calendar as time blocks
• Bi-directional references — tasks reference notes, notes reference events, events link to tasks

Competitive Positioning

Notion (notes) + Todoist (tasks) + Google Calendar (events) = 3 apps, 3 contexts, 3 syncs. YetAnotherSuite = 1 app, 1 context, 1 sync, with AI connecting everything.

Target Users

• Knowledge workers managing complex projects
• Executives and managers coordinating teams
• Researchers and academics with time-bound deliverables
• Freelancers juggling multiple clients and deadlines
• Students managing coursework and research

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2. System Architecture

Frontend Stack

• Framework: React 18+ with TypeScript (strict mode)
• State Management: Zustand (global) + TanStack Query (server state) + Jotai (local UI)
• Editor Engine: TipTap / ProseMirror (block-based, extensible)
• Calendar Engine: Custom React components + date-fns + rrule for recurrence
• Styling: Tailwind CSS + Radix UI primitives + shadcn/ui components
• Realtime Collaboration: Yjs (CRDT) for all modules
• Build Tool: Vite + Turborepo (monorepo)
• Desktop Wrapper: Tauri (Rust-based, lightweight, secure)
• Mobile: React Native (shared business logic via React Native Web)
• Testing: Vitest + React Testing Library + Playwright + MSW (API mocking)

Backend Stack

• Api Gateway: Node.js + Fastify (or Go + Gin for performance-critical paths)
• Database: PostgreSQL 15+ (primary) with JSONB for flexible content
• Caching: Redis (sessions, hot data, rate limiting)
• Search: Meilisearch (instant) + pgvector (semantic) — hybrid search
• Realtime: WebSocket server (Socket.io or native WS with Redis adapter)
• Queue: BullMQ (Redis-based) for background jobs (AI processing, sync, exports)
• Ai Services: OpenAI/Anthropic API + local fallback (Ollama) + self-hosted embeddings
• File Storage: S3-compatible (MinIO for self-hosting) + CDN for assets
• Vector Database: pgvector (PostgreSQL extension) for semantic search and recommendations
• Sync Engine: Custom sync protocol (based on CRDTs + operational transforms) for offline-first

Infrastructure

• Containerization: Docker + Docker Compose (dev) + Kubernetes (production)
• Orchestration: Helm charts for K8s deployment
• Ci Cd: GitHub Actions with matrix builds (Web, Desktop, Mobile)
• Monitoring: Prometheus + Grafana (metrics) + Sentry (errors) + LogRocket (session replay)
• Deployment: Railway/Render (MVP) → AWS/GCP (scale) with Terraform
• Cdn: Cloudflare (global edge caching)
• Backup: Automated PostgreSQL backups + S3 versioning

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3. Unified Data Model

Philosophy

All entities (tasks, events, notes) are 'Nodes' in a unified graph. They share common properties (title, content, timestamps, metadata) but have type-specific extensions. Relationships are first-class citizens.

Core Entities

User

• Fields: id (UUID PK), email (unique, indexed), display_name, avatar_url, preferences (JSONB: theme, timezone, notification_settings, default_views), encryption_key (for E2E encrypted notes), created_at, updated_at, last_active_at
• Relations: Workspaces (many-to-many via WorkspaceMember), Nodes (one-to-many, owned), SharedNodes (many-to-many via NodeShare), Activities (one-to-many)

Workspace

• Fields: id (UUID PK), name, slug (unique per user), description, settings (JSONB: default_view, color_scheme, ai_enabled, retention_policy), owner_id (FK → User), created_at, updated_at
• Relations: Members (many-to-many via WorkspaceMember), Nodes (one-to-many), Tags (one-to-many, workspace-scoped), Folders (one-to-many, workspace-scoped), Integrations (one-to-many)

Node (Polymorphic Base)

• Fields: id (UUID PK), type (ENUM: 'task', 'event', 'note', 'project', 'goal'), workspace_id (FK → Workspace), owner_id (FK → User), parent_id (FK → Node, self-referencing for hierarchy), title, content (JSONB: ProseMirror doc for notes, structured data for tasks/events), plain_text (generated, for search), status (ENUM: 'active', 'archived', 'deleted'), priority (INTEGER: 1-5, nullable), start_time (TIMESTAMPTZ, for events and task deadlines), end_time (TIMESTAMPTZ, for events and task durations), duration_minutes (INTEGER, computed or explicit), recurrence_rule (TEXT, iCal RRULE format), completion_rate (DECIMAL, for projects/goals), metadata (JSONB: type-specific data), version (INTEGER, for optimistic locking), is_encrypted (BOOLEAN, for E2E notes), created_at, updated_at, completed_at, archived_at
• Relations: Parent (self-referencing), Children (self-referencing), Tags (many-to-many via NodeTag), Links (many-to-many via NodeLink, self-referencing), Backlinks (many-to-many via NodeLink, inverse), Embeddings (one-to-many), Activities (one-to-many), Reminders (one-to-many), Attachments (one-to-many)
• Indexes: GIN on content (JSONB), GIN on metadata (JSONB), B-tree on type, status, workspace_id, owner_id, BRIN on created_at (time-series optimization), GIST on tsvector (full-text search)

NodeLink (Relationship Graph)

• Fields: id (UUID PK), source_id (FK → Node), target_id (FK → Node), link_type (ENUM: 'references', 'blocks', 'relates_to', 'parent_of', 'child_of', 'scheduled_as', 'prepared_for'), strength (DECIMAL: 0-1, AI-computed relevance), is_auto (BOOLEAN, AI-generated vs user-created), context (TEXT, why they're related), created_at
• Constraints: UNIQUE(source_id, target_id, link_type), CHECK(source_id != target_id)
• Indexes: B-tree on source_id, target_id, B-tree on link_type, is_auto

Tag

• Fields: id (UUID PK), name, color (HEX), workspace_id (FK → Workspace), is_system (BOOLEAN, e.g., 'urgent', 'meeting'), created_at
• Relations: Nodes (many-to-many via NodeTag), Workspace (many-to-one)

Folder

• Fields: id (UUID PK), name, workspace_id (FK → Workspace), parent_id (FK → Folder, self-referencing), view_type (ENUM: 'list', 'board', 'calendar', 'gallery'), filter_config (JSONB: saved filters), sort_config (JSONB: default sort), order_index (INTEGER), created_at
• Relations: Nodes (many-to-many via NodeFolder), Parent (self-referencing), Children (self-referencing)

Reminder

• Fields: id (UUID PK), node_id (FK → Node), user_id (FK → User), remind_at (TIMESTAMPTZ), notification_type (ENUM: 'push', 'email', 'sms', 'in_app'), status (ENUM: 'pending', 'sent', 'dismissed', 'snoozed'), snooze_until (TIMESTAMPTZ), created_at

Embedding

• Fields: id (UUID PK), node_id (FK → Node), chunk_index (INTEGER, for long content), chunk_text (TEXT, the text segment), vector (VECTOR(1536), pgvector), model_version (TEXT, e.g., 'text-embedding-3-large-v1'), created_at
• Indexes: HNSW index on vector (for fast similarity search)

Activity

• Fields: id (UUID PK), user_id (FK → User), node_id (FK → Node, nullable), workspace_id (FK → Workspace), action_type (ENUM: 'created', 'updated', 'deleted', 'viewed', 'shared', 'linked', 'completed', 'ai_assisted'), metadata (JSONB: before/after snapshots, AI prompt used, etc.), session_id (TEXT, for grouping), created_at
• Indexes: BRIN on created_at, B-tree on user_id, workspace_id, action_type

Attachment

• Fields: id (UUID PK), node_id (FK → Node), filename, mime_type, size_bytes, storage_key (S3 path), thumbnail_key (S3 path, for images), uploaded_by (FK → User), created_at

WorkspaceMember

• Fields: id (UUID PK), workspace_id (FK → Workspace), user_id (FK → User), role (ENUM: 'owner', 'admin', 'editor', 'viewer'), permissions (JSONB: granular overrides), joined_at, last_accessed_at

SyncCheckpoint

• Fields: id (UUID PK), user_id (FK → User), device_id (TEXT), last_sync_at (TIMESTAMPTZ), sync_token (TEXT, for delta sync), device_info (JSONB: os, app_version, screen_size), updated_at

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4. Module Specifications

Tasks Module

• Description: Full-featured task management with projects, subtasks, and time estimates

Core Views:

• Inbox: Uncategorized tasks, quick capture
• Today: Tasks due today + scheduled events
• Upcoming: Calendar-integrated task timeline
• Projects: Hierarchical project boards with progress
• Anytime: Tasks without specific deadlines
• Completed: Archive with search and restore

Features:

• Quick capture with natural language ('Buy milk tomorrow morning')
• Subtasks and checklists within tasks
• Priority levels (P1-P4) with visual urgency indicators
• Time estimates and actual time tracking
• Recurring tasks with flexible patterns
• Drag-and-drop reordering and nesting
• Batch operations (complete, reschedule, tag, assign)
• Focus mode (Pomodoro integration with task context)

Calendar Module

• Description: Time-blocking calendar with task integration and smart scheduling

Core Views:

• Day: Hour-by-hour with task slots
• Week: Standard work week view
• Month: Overview with density indicators
• Year: Long-term planning with goals
• Schedule: List view of upcoming events
• Availability: Shareable free/busy slots

Features:

• Drag tasks from todo list onto calendar as time blocks
• Smart scheduling suggestions ('You have 2 hours free Thursday afternoon')
• Recurring events with complex patterns (bi-weekly, nth weekday)
• Multiple calendar layers (work, personal, shared)
• External calendar sync (Google, Outlook, Apple iCal)
• Meeting prep auto-linking (find relevant notes for upcoming meetings)
• Travel time buffers and location-based reminders
• Focus time protection (auto-block deep work sessions)

Notes Module

• Description: AI-native note-taking with bidirectional linking and knowledge graph

Core Views:

• All Notes: Chronological list with search
• Graph: Visual knowledge graph of all notes
• Daily Notes: Date-stamped journal entries
• Templates: Reusable note structures
• Trash: Soft-deleted notes with recovery

Features:

• Block-based editor with slash commands and markdown
• Bidirectional linking with auto-suggestion ('Meeting Notes')
• Daily notes with automatic date headings
• Templates with dynamic fields and placeholders
• Web clipper for saving articles and annotating
• AI-powered summarization and expansion
• Semantic search across all notes
• Export to Markdown, PDF, HTML, Notion

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5. Development Phases & Features

Phase 1 Foundation

Timeline: Weeks 1-4 | Theme: Foundation & Core Infrastructure

Monorepo Setup & Design System

• Description: Turborepo with shared packages (ui, utils, types, hooks). shadcn/ui base components. Theme system (light/dark/auto).
• Complexity: Medium
• Tech Stack: Turborepo, pnpm, Tailwind, Radix UI, shadcn/ui
• Dependencies: None
• Acceptance Criteria:
  • Shared packages build independently
  • Design tokens (colors, spacing, typography) centralized
  • Storybook running with all base components
  • Dark mode toggle working globally

Authentication & User Management

• Description: JWT-based auth with refresh tokens, OAuth (Google, GitHub, Microsoft), magic links, password reset, profile management.
• Complexity: Medium
• Tech Stack: Fastify, Passport.js, PostgreSQL, Redis, JWT
• Dependencies: Monorepo Setup
• Acceptance Criteria:
  • All auth flows working end-to-end
  • Session management with Redis
  • Rate limiting on auth endpoints
  • Email verification and password reset

Database Schema & Migrations

• Description: Implement full unified schema with migrations, seed data, and test fixtures. Set up pgvector extension.
• Complexity: High
• Tech Stack: PostgreSQL, pgvector, Prisma ORM, Docker
• Dependencies: Monorepo Setup
• Acceptance Criteria:
  • All entities created with proper constraints
  • Migration system reversible
  • Seed data for development
  • pgvector extension enabled and indexed

API Foundation & Middleware

• Description: REST API structure, error handling, validation (Zod), logging, rate limiting, CORS, API versioning.
• Complexity: Medium
• Tech Stack: Fastify, Zod, Pino, Helmet
• Dependencies: Database Schema, Authentication
• Acceptance Criteria:
  • Consistent API response format
  • Request validation on all endpoints
  • Structured logging with correlation IDs
  • Rate limiting per user/IP

Offline-First Sync Engine

• Description: CRDT-based sync protocol with IndexedDB local storage, background sync, conflict resolution UI.
• Complexity: High
• Tech Stack: Yjs, IndexedDB, Service Workers, Background Sync API
• Dependencies: API Foundation
• Acceptance Criteria:
  • Create/edit/delete notes offline, sync on reconnect
  • Conflict resolution UI for simultaneous edits
  • Sync status indicator in UI
  • Data integrity verified across devices

Phase 2 Notes Mvp

Timeline: Weeks 5-8 | Theme: Notes Module MVP

Block-Based Editor

• Description: Notion-like editor with slash commands, markdown shortcuts, rich embeds, drag-and-drop blocks.
• Complexity: High
• Tech Stack: TipTap, ProseMirror, React, tippy.js
• Dependencies: Monorepo Setup, Offline-First Sync
• Acceptance Criteria:
  • All basic block types (paragraph, heading, list, code, quote, divider)
  • Slash menu with 15+ commands
  • Markdown shortcuts (## for H2, - for list)
  • Drag-and-drop reordering of blocks

Note CRUD & Organization

• Description: Create, read, update, delete notes. Folders, tags, favorites, trash. Note list with sorting and filtering.
• Complexity: Medium
• Tech Stack: PostgreSQL, Prisma, Zustand, TanStack Query
• Dependencies: Database Schema, Block-Based Editor
• Acceptance Criteria:
  • Full CRUD with optimistic UI updates
  • Folder hierarchy with drag-and-drop
  • Tag management with color coding
  • Trash with 30-day retention and restore

Full-Text Search

• Description: Instant search across all notes with highlighting, filters (date, type, tag), and search history.
• Complexity: Medium
• Tech Stack: Meilisearch, PostgreSQL tsvector, React
• Dependencies: Note CRUD
• Acceptance Criteria:
  • Search results in <100ms for 10k notes
  • Highlighting of matched terms
  • Filter by date range, tags, folders
  • Recent searches and suggestions

Bidirectional Linking

• Description: Wiki-style links with auto-completion, backlink panels, and unlinked references suggestions.
• Complexity: High
• Tech Stack: TipTap plugin, PostgreSQL, React
• Dependencies: Block-Based Editor, Note CRUD
• Acceptance Criteria:
  • Type [[ to trigger note autocomplete
  • Backlink panel showing all references to current note
  • Unlinked mentions detection (text matching note titles)
  • Broken link detection and repair suggestions

Phase 3 Todo Calendar

Timeline: Weeks 9-14 | Theme: Tasks & Calendar Integration

Task Management Core

• Description: Full task CRUD with priorities, due dates, subtasks, projects, sections. Inbox, Today, Upcoming views.
• Complexity: High
• Tech Stack: React, DnD Kit, date-fns, PostgreSQL
• Dependencies: Note CRUD, API Foundation
• Acceptance Criteria:
  • Task creation with natural language parsing
  • Subtask nesting (3 levels deep)
  • Priority colors and urgency sorting
  • Bulk operations (complete, reschedule, move)

Calendar Engine

• Description: Full calendar with day/week/month/year views. Event CRUD, recurring events, all-day events, time zones.
• Complexity: High
• Tech Stack: React, date-fns, rrule, luxon
• Dependencies: Task Management Core
• Acceptance Criteria:
  • All calendar views rendering correctly
  • Recurring events with complex patterns
  • Timezone handling (user + event timezones)
  • All-day and multi-day events

Task-Calendar Integration

• Description: Drag tasks onto calendar as time blocks. Tasks shown in calendar views. Calendar events linked to tasks.
• Complexity: High
• Tech Stack: DnD Kit, React, PostgreSQL, NodeLink
• Dependencies: Task Management Core, Calendar Engine
• Acceptance Criteria:
  • Drag task from list to calendar slot
  • Task appears as time block in calendar
  • Calendar event can be converted to task
  • Bidirectional updates (reschedule in calendar updates task)

Natural Language Input

• Description: Parse natural language for tasks and events ('Meeting with Sarah next Tuesday at 3pm for 1 hour').
• Complexity: High
• Tech Stack: OpenAI API, compromise.js, chrono-node, custom NLP
• Dependencies: Task Management Core, Calendar Engine
• Acceptance Criteria:
  • Parse 90%+ of common date/time expressions
  • Extract duration, participants, location
  • Handle relative dates (tomorrow, next week)
  • Fallback to manual input when parsing fails

Reminders & Notifications

• Description: Push, email, and in-app notifications for tasks and events. Smart reminders (travel time, prep time).
• Complexity: Medium
• Tech Stack: Web Push API, BullMQ, Redis, Firebase Cloud Messaging
• Dependencies: Task Management Core, Calendar Engine
• Acceptance Criteria:
  • Push notifications delivered reliably
  • Email reminders with note context
  • Smart reminders (15min before, travel time)
  • Notification preferences per workspace

External Calendar Sync

• Description: Sync with Google Calendar, Outlook, Apple iCal. Two-way or one-way sync options.
• Complexity: High
• Tech Stack: Google Calendar API, Microsoft Graph API, iCal parser, BullMQ
• Dependencies: Calendar Engine
• Acceptance Criteria:
  • Import events from external calendars
  • Export Suite events to external calendars
  • Conflict detection and resolution
  • Sync frequency configurable (real-time, hourly, daily)

Phase 4 Ai Intelligence

Timeline: Weeks 15-18 | Theme: AI-Powered Intelligence Layer

Semantic Search & Embeddings

• Description: Vector-based semantic search across all content. Find notes/tasks/events by meaning, not just keywords.
• Complexity: High
• Tech Stack: OpenAI text-embedding-3-large, pgvector, HNSW index, React
• Dependencies: Full-Text Search, Note CRUD, Task Management Core
• Acceptance Criteria:
  • Semantic search results relevant to query intent
  • Hybrid search (keyword + semantic) ranking
  • Embeddings updated within 5s of content change
  • Search across all modules (notes, tasks, events)

AI Writing Assistant

• Description: Inline AI for expanding, summarizing, rewriting, translating, and answering questions about content.
• Complexity: High
• Tech Stack: OpenAI GPT-4o, SSE streaming, TipTap plugin, React
• Dependencies: Block-Based Editor
• Acceptance Criteria:
  • AI suggestions appear inline with streaming
  • Accept/reject/dismiss UI for suggestions
  • Context-aware (uses surrounding paragraphs + linked notes)
  • Works offline with local model fallback

Smart Linking & Knowledge Graph

• Description: AI auto-discovers relationships between all nodes. Visual graph explorer with filtering and clustering.
• Complexity: High
• Tech Stack: D3.js, OpenAI API, pgvector, Graph algorithms, React
• Dependencies: Semantic Search, Bidirectional Linking, Task-Calendar Integration
• Acceptance Criteria:
  • Auto-suggest 3-5 related items for any node
  • Graph view with 100+ nodes rendering at 60fps
  • Clustering by workspace, time, or topic
  • User can confirm/reject AI-suggested links

Smart Scheduling Assistant

• Description: AI suggests optimal times for tasks based on calendar, priorities, energy levels, and deadlines.
• Complexity: High
• Tech Stack: OpenAI/Anthropic API, Constraint solver, Calendar Engine, React
• Dependencies: Task-Calendar Integration, Calendar Engine
• Acceptance Criteria:
  • Suggest time blocks for unscheduled tasks
  • Respect user preferences (morning focus, afternoon meetings)
  • Consider task dependencies and deadlines
  • One-click accept or modify suggestion

Meeting Prep & Action Extraction

• Description: Before meetings, auto-surface relevant notes. After meetings, extract action items and create tasks.
• Complexity: High
• Tech Stack: OpenAI GPT-4o, NodeLink, Task Management Core, BullMQ
• Dependencies: Smart Linking, Task Management Core
• Acceptance Criteria:
  • Auto-collect notes linked to meeting participants/topic
  • Generate meeting prep summary 15min before
  • Extract action items from meeting notes
  • Create linked tasks with assignees and deadlines

Phase 5 Collaboration

Timeline: Weeks 19-22 | Theme: Collaboration & Team Features

Real-time Collaboration

• Description: Multi-user editing on notes, shared task lists, shared calendars. Presence awareness, cursors, comments.
• Complexity: High
• Tech Stack: Yjs, WebSocket, Redis adapter, React
• Dependencies: Offline-First Sync, Notes MVP, Task Management Core
• Acceptance Criteria:
  • 3+ users editing same note simultaneously
  • Cursor positions and selections visible
  • Comments and suggestions on specific blocks
  • Conflict-free merging with CRDTs

Workspace & Team Management

• Description: Workspaces with members, roles (Owner/Admin/Editor/Viewer), permissions, and activity feeds.
• Complexity: Medium
• Tech Stack: PostgreSQL RLS, CASL, React, Zustand
• Dependencies: Authentication, Real-time Collaboration
• Acceptance Criteria:
  • Role-based access control enforced at API level
  • Workspace switching with isolated data
  • Member invitation via email/link
  • Activity feed showing team actions

Sharing & Permissions

• Description: Share individual nodes or folders with granular permissions. Public links with optional passwords.
• Complexity: Medium
• Tech Stack: PostgreSQL, CASL, React, UUID tokens
• Dependencies: Workspace & Team Management
• Acceptance Criteria:
  • Share via link with view/edit permissions
  • Password-protected public links
  • Revoke sharing instantly
  • Audit log of all share actions

Templates & Automation

• Description: Customizable templates for notes, tasks, events. Automation rules (when X, do Y).
• Complexity: High
• Tech Stack: JSON Schema, Workflow engine, BullMQ, React
• Dependencies: Notes MVP, Task Management Core, Calendar Engine
• Acceptance Criteria:
  • Template gallery with 20+ built-in templates
  • User-created templates with dynamic fields
  • Automation: 'When task created with tag X, add to project Y'
  • Webhook triggers for external integrations

Phase 6 Platform Scale

Timeline: Weeks 23-28 | Theme: Platform, Extensibility & Enterprise

Public API & Webhooks

• Description: REST and GraphQL APIs with comprehensive documentation. Webhook events for all mutations.
• Complexity: Medium
• Tech Stack: Fastify, GraphQL (Mercurius), OpenAPI, Webhook delivery
• Dependencies: Workspace & Team Management
• Acceptance Criteria:
  • REST API covering all CRUD operations
  • GraphQL with subscriptions for real-time
  • Webhook retry logic with exponential backoff
  • API rate limits and usage dashboards

Plugin System

• Description: Third-party extensions with sandboxed execution. Plugin marketplace.
• Complexity: High
• Tech Stack: iframe sandbox, Plugin API, Manifest schema, CodeSandbox API
• Dependencies: Public API
• Acceptance Criteria:
  • Plugin manifest validation and installation
  • Sandboxed execution with limited permissions
  • Plugin settings UI integration
  • Marketplace with ratings and reviews

Desktop & Mobile Apps

• Description: Native desktop (Tauri) and mobile (React Native) with full feature parity and offline support.
• Complexity: High
• Tech Stack: Tauri, React Native, Expo, SQLite (local), Capacitor
• Dependencies: Offline-First Sync, All core modules
• Acceptance Criteria:
  • Desktop app <50MB installer
  • Mobile app on iOS and Android
  • Full offline functionality on all platforms
  • Native notifications and system integrations

SSO & Enterprise Compliance

• Description: SAML 2.0, OIDC, SCIM provisioning. Audit logs, data retention, GDPR tools, SOC 2 readiness.
• Complexity: Medium
• Tech Stack: Passport.js, SAML, SCIM, Audit trail, Encryption
• Dependencies: Workspace & Team Management
• Acceptance Criteria:
  • SAML integration with major IdPs (Okta, Azure AD)
  • SCIM user provisioning and deprovisioning
  • Complete audit trail exportable as CSV/JSON
  • GDPR data export and deletion within 24h

Self-Hosting & On-Premise

• Description: Docker-based deployment with license management. Single-tenant option for enterprise.
• Complexity: Medium
• Tech Stack: Docker Compose, Kubernetes, License API, Terraform
• Dependencies: All core modules
• Acceptance Criteria:
  • One-command Docker deployment
  • License validation and renewal
  • Automated backups and restore
  • Health checks and monitoring endpoints

Advanced Analytics Dashboard

• Description: Personal and team productivity insights. Time tracking, completion rates, focus metrics.
• Complexity: Medium
• Tech Stack: ClickHouse, Metabase, D3.js, React
• Dependencies: Activity tracking, Workspace & Team Management
• Acceptance Criteria:
  • Personal productivity score and trends
  • Team workload distribution view
  • Time spent by project/category
  • Exportable reports (PDF, CSV)

---

6. API Design

REST Endpoints

Method	Path	Description
GET	/api/v1/nodes	List all nodes with filtering by type, workspace, date, status, tags
POST	/api/v1/nodes	Create new node (task, event, note, project, goal)
GET	/api/v1/nodes/:id	Get node by ID with links, backlinks, and related content
PATCH	/api/v1/nodes/:id	Update node (partial, optimistic locking)
DELETE	/api/v1/nodes/:id	Soft delete node (move to trash)
POST	/api/v1/nodes/:id/restore	Restore node from trash
GET	/api/v1/nodes/:id/links	Get all outgoing and incoming links for a node
POST	/api/v1/nodes/:id/links	Create link between nodes
GET	/api/v1/nodes/:id/related	AI-suggested related nodes (semantic + graph)
POST	/api/v1/nodes/:id/ai	AI operations: summarize, expand, rewrite, extract actions, suggest links
GET	/api/v1/search	Hybrid search (full-text + semantic) across all nodes
GET	/api/v1/workspaces/:id/graph	Knowledge graph data for visualization (nodes + links)
GET	/api/v1/workspaces/:id/calendar	Calendar events for a workspace with date range
GET	/api/v1/workspaces/:id/tasks	Tasks for a workspace with filters and sorting
GET	/api/v1/workspaces/:id/notes	Notes for a workspace with folder hierarchy
GET	/api/v1/workspaces/:id/activity	Activity feed for workspace
POST	/api/v1/natural-language	Parse natural language input into structured node data
POST	/api/v1/sync	Delta sync endpoint for offline-first clients
GET	/ws/collab/:nodeId	WebSocket for real-time collaboration on a node
GET	/api/v1/user/me	Current user profile, preferences, and workspaces
PATCH	/api/v1/user/me	Update user preferences and settings
GET	/api/v1/user/me/notifications	User notification feed
GET	/api/v1/integrations/calendars	List connected external calendars
POST	/api/v1/integrations/calendars/:provider/connect	Connect external calendar (Google, Outlook, Apple)

GraphQL Schema

        Core Types: User, Workspace, Node, NodeLink, Tag, Folder, Reminder, Activity, Attachment, WorkspaceMember

        Queries:
          - nodes(filter: NodeFilter, pagination: Pagination): NodeConnection
          - node(id: UUID!): Node
          - search(query: String!, type: SearchType, filters: SearchFilters): SearchResultConnection
          - relatedNodes(id: UUID!, limit: Int): [NodeLink]
          - graph(workspaceId: UUID!, depth: Int): GraphData
          - calendar(workspaceId: UUID!, range: DateRange): [Node]
          - tasks(workspaceId: UUID!, filters: TaskFilters): [Node]
          - notes(workspaceId: UUID!, folderId: UUID): [Node]
          - activity(workspaceId: UUID!, limit: Int): [Activity]

        Mutations:
          - createNode(input: CreateNodeInput!): Node
          - updateNode(id: UUID!, input: UpdateNodeInput!): Node
          - deleteNode(id: UUID!): Boolean
          - createLink(input: CreateLinkInput!): NodeLink
          - deleteLink(id: UUID!): Boolean
          - aiAssist(id: UUID!, operation: AIOperation!, context: String): AIResult
          - naturalLanguage(input: String!): ParsedNodeData

        Subscriptions:
          - nodeUpdated(id: UUID!): Node
          - userPresence(workspaceId: UUID!): [UserPresence]
          - notificationReceived(userId: UUID!): Notification
        

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7. AI Integration Strategy

Model Selection

• OpenAI — gpt-4o (Primary): Writing assistant, summarization, action extraction, natural language parsing
• Anthropic — claude-3-5-sonnet (Fallback): Long-context analysis, complex reasoning, meeting prep
• Local — llama3.1/phi4 via Ollama (Offline fallback): Privacy-sensitive operations, offline mode, cost reduction
• OpenAI — text-embedding-3-large (Primary): Node embeddings for semantic search and recommendations
• Local — nomic-embed-text via Ollama (Offline fallback): Offline embeddings for local-only content

Key Prompts

Summarize:

Summarize the following content in 3-5 bullet points, preserving key insights, action items, and decisions:

{content}

Expand:

Expand on the following outline/idea with detailed explanations, examples, and connections to related concepts. Maintain the original tone and style:

{content}

Rewrite:

Rewrite the following text to be {style} (e.g., more concise, more formal, simpler). Preserve all key information:

{content}

Link Suggestions:

Given this node:
{current_node}

And these candidate nodes:
{candidates}

Identify which nodes are semantically related and explain why. Consider content similarity, shared topics, temporal proximity, and participant overlap. Return as JSON array of {{node_id, relevance_score, reason, link_type}}.

Tag Generation:

Generate 3-5 relevant tags for this content. Be specific and use domain-appropriate terminology. Consider existing tags: {existing_tags}:

{content}

Natural Language Parse:

Parse the following natural language input into structured data. Extract: type (task/event/note), title, description, due_date, duration, priority, participants, location, tags, related_notes. Return as JSON. Input: '{input}'

Action Extraction:

Extract all action items from the following meeting notes or text. For each action item, identify: task description, assignee (if mentioned), deadline (if mentioned), priority. Return as JSON array.

{content}

Meeting Prep:

The user has a meeting titled '{meeting_title}' with {participants} at {time}. Based on their notes and previous meetings, summarize relevant context, open questions, and suggested talking points.

Relevant notes:
{related_notes}

Smart Schedule:

Given these unscheduled tasks with priorities and deadlines:
{tasks}

And this calendar availability:
{availability}

Suggest optimal time blocks for each task. Consider: task priority, deadline proximity, estimated duration, user energy patterns (morning/evening preference), and meeting prep time. Return as JSON array of {{task_id, suggested_start, suggested_end, reasoning}}.

Embedding Pipeline

1. Chunk node content into semantic segments (paragraphs, sections, task descriptions)
2. Generate embeddings for each chunk + full node summary
3. Store in pgvector with metadata (node_id, chunk_index, type, workspace_id)
4. Build HNSW index for fast approximate nearest neighbor search
5. Update embeddings asynchronously on node modification (BullMQ queue)
6. Cache popular embeddings in Redis
7. Re-embed all content monthly with latest model version

AI Features

• Inline writing assistant (expand, summarize, rewrite, translate)
• Smart linking suggestions across all modules
• Auto-tagging based on content analysis
• Natural language task/event creation
• Meeting prep auto-collection
• Action item extraction from notes
• Smart scheduling with calendar optimization
• Daily/weekly digest generation
• Duplicate detection and merge suggestions
• Content similarity warnings (avoid redundant notes)

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8. Security & Compliance

Authentication

• JWT with refresh token rotation (7-day access, 30-day refresh)
• OAuth 2.0 (Google, GitHub, Microsoft, Apple)
• Magic links (passwordless option)
• WebAuthn/FIDO2 for hardware key support
• SAML 2.0 and OIDC for enterprise SSO
• TOTP-based 2FA (optional for personal, required for teams)

Authorization

• RBAC with predefined roles: Owner, Admin, Editor, Viewer
• Resource-level permissions (share individual nodes with custom access)
• Workspace-level access controls with inheritance
• Field-level encryption for sensitive notes (E2E optional)
• Row-level security (RLS) in PostgreSQL
• API-level permission checks (CASL/Ability)
• Audit logging for all permission changes

Data Protection

• AES-256 encryption at rest (PostgreSQL TDE)
• TLS 1.3 in transit (HSTS enforced)
• E2E encryption option for sensitive workspaces (keys held by user)
• GDPR data export (complete user data dump in 24h)
• GDPR right to erasure (complete deletion within 30 days)
• Data retention policies configurable per workspace
• Automated backup encryption (AES-256-GCM)
• SOC 2 Type II compliance target (Phase 6)
• Penetration testing quarterly (external firm)

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9. Performance Targets

Metric	Target	Measurement
Time to First Contentful Paint	< 1.0s	Lighthouse
Time to Interactive	< 2.5s	Lighthouse
Editor interaction latency	< 30ms	Chrome DevTools
Search response time (full-text)	< 50ms	API response time
Search response time (semantic)	< 200ms	API response time
AI suggestion latency (first token)	< 500ms	SSE stream start
Calendar render (month view, 100 events)	< 100ms	React profiler
Task list render (1000 tasks)	< 150ms	React profiler
Sync reconciliation (100 changes)	< 2s	Offline simulation
Concurrent users per API node	> 2000	Load testing
WebSocket message latency	< 50ms	Ping/pong
Database query P99	< 100ms	PostgreSQL logs

Optimization Strategies

• Virtualized rendering for long lists (react-window/react-virtuoso)
• Lazy loading of note content and embeddings (intersection observer)
• CDN for static assets, avatars, and thumbnails (Cloudflare)
• Database connection pooling (PgBouncer, 100 connections)
• Redis caching for hot data (search results, user sessions, workspace configs)
• Query result caching with stale-while-revalidate
• WebSocket connection multiplexing (single connection per user)
• Debounced auto-save (1.5s) with optimistic UI updates
• Service Worker for asset caching and offline support
• Image optimization (WebP/AVIF, responsive sizes)
• Code splitting by module (todo, calendar, notes loaded on demand)
• Tree shaking and dead code elimination
• Database query optimization (composite indexes, query plan analysis)
• Read replicas for search and analytics queries
• GraphQL query complexity analysis and depth limiting

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10. Development Workflow

Version Control & Quality

• ESLint + Prettier (strict config, no warnings allowed)
• TypeScript strict mode with noImplicitAny
• Husky pre-commit hooks (lint, type-check, test affected)
• Conventional commits (feat:, fix:, docs:, refactor:, test:, chore:)
• Branch naming: feature/xxx, fix/xxx, refactor/xxx, docs/xxx

Testing Strategy

• Unit Tests: Vitest for logic, React Testing Library for components, 80% coverage minimum
• Integration Tests: API endpoint testing with supertest + test database, 60% coverage
• E2E Tests: Playwright for critical user flows (auth, create note, search, calendar drag, sync)
• Visual Regression: Chromatic/Storybook for UI component snapshots
• Performance Tests: Lighthouse CI + custom benchmarks for editor and calendar
• Contract Tests: Pact for API consumer-provider contracts

Deployment Pipeline

1. Developer pushes feature branch → triggers CI (lint, type-check, unit tests, build)
2. PR created → automated review (CodeRabbit/PR-Agent) + human review required
3. CI passes → preview deployment generated (Vercel/Railway preview URL)
4. E2E tests run against preview environment
5. Merge to main → auto-deploy to staging environment
6. Staging smoke tests (automated + manual QA checklist)
7. Manual promotion to production with feature flags
8. Production deployment with blue-green strategy (zero downtime)
9. Post-deploy monitoring (error rates, performance metrics) for 30 minutes
10. Automatic rollback if error rate > 0.1% or P95 latency > 2x baseline

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11. Monetization Strategy

Free — $0

• Unlimited personal notes, tasks, and events
• 1 workspace
• Basic AI (20 requests/day)
• 7-day version history
• Local sync only (no cloud)
• Web and mobile access
• Community support

Pro — $10/month or $96/year

• Everything in Free
• Unlimited AI requests
• Unlimited workspaces
• Cloud sync across devices
• 30-day version history
• Advanced search (semantic + full-text)
• Knowledge graph view
• External calendar sync
• Web clipper
• Priority email support

Team — $18/user/month or $180/user/year

• Everything in Pro
• Real-time collaboration
• Team workspaces with RBAC
• Shared templates and automation
• Admin dashboard and analytics
• SSO (Google Workspace, Microsoft 365)
• 90-day version history
• Shared team calendar
• API access (10k requests/month)
• Priority support (24h response)

Enterprise — Custom pricing

• Everything in Team
• SAML/OIDC SSO (Okta, Azure AD, custom)
• SCIM user provisioning
• Self-hosting option
• Unlimited version history
• Audit logs and compliance reports
• Custom AI model training
• Dedicated account manager
• SLA (99.9% uptime, 4h response)
• Onboarding and training
• White-label option

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12. Risk Mitigation

Technical Risks

• CRDT conflicts in complex multi-module editing: Extensive Yjs testing across all node types, dedicated conflict resolution UI, automated conflict simulation tests
• AI API latency and cost at scale: Aggressive caching of AI responses, local model fallback (Ollama), rate limiting per user, usage quotas with graceful degradation
• Search performance with millions of nodes: Meilisearch sharding, pgvector HNSW indexing, read replicas, query result caching, eventual consistency for embeddings
• Offline sync data corruption or loss: Checksums on all sync operations, sync conflict resolution UI, automated backup before sync, integrity verification on reconnect
• Calendar recurrence complexity (DST, timezone, leap years): Comprehensive test suite with edge cases, use battle-tested rrule library, UTC storage with timezone display, automated regression tests
• Cross-platform feature parity gaps: Shared business logic layer (React Native Web), feature flags per platform, automated cross-platform E2E tests, platform-specific UI adapters

Business Risks

• Market saturation (Notion, Todoist, Google Calendar, Obsidian): Differentiate on unified experience + AI-native features, target power users who feel fragmentation pain, freemium to reduce switching cost
• AI dependency and vendor lock-in: Local model support from day one, transparent AI usage, user control over AI features, multiple provider support (OpenAI, Anthropic, local)
• Self-hosting cannibalizing cloud revenue: Self-hosting only at Enterprise tier, cloud-first features (collaboration, AI), managed hosting option for teams
• Team productivity app adoption challenges: Individual-first design (works great solo), gradual team features, import from competitors, migration assistance for Enterprise

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13. Success Metrics

Engagement

• DAU/MAU ratio > 35%
• Average session duration > 20 minutes
• Nodes created per user per week > 15 (tasks + events + notes)
• Cross-module usage (users who use 2+ modules daily) > 60%
• AI feature usage (at least 1 AI interaction per week) > 40%

Retention

• Week-1 retention > 65%
• Week-4 retention > 45%
• Month-3 retention > 30%
• Month-12 retention > 20%
• NPS score > 55

Performance

• P99 API latency < 200ms
• Uptime > 99.95%
• Zero unplanned data loss incidents
• Sync conflict resolution rate > 95% automatic
• AI suggestion acceptance rate > 30%

Business

• Free-to-Pro conversion rate > 5%
• Team upgrade rate (Pro users upgrading to Team) > 15%
• Average revenue per user (ARPU) > $12/month
• Customer acquisition cost (CAC) < $50
• Net revenue retention (NRR) > 110%

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14. Agent Development Guidelines

Execution Principles

Phase-by-phase execution: Complete each phase fully before moving to the next. No skipping MVP features. Module-by-module delivery: Finish Notes MVP before starting Tasks, finish Tasks before Calendar integration. Test-driven development: Write tests before implementation. Maintain >80% coverage for critical paths. Documentation-first: Update API docs, component stories, and data model diagrams before coding. Incremental AI integration: Start with simple prompts, gradually add embeddings, knowledge graphs, and smart scheduling. Performance budgeting: Profile after every major feature. No regressions on existing metrics. Security hardening: Implement auth from day one. Never commit secrets. Use environment configs. Collaboration protocol: Use Yjs for real-time features. Test with 3+ concurrent users minimum. Deployment readiness: Every merged PR must be deployable. Feature flags for incomplete work. Cross-platform consistency: Shared logic layer, platform-specific UI adapters, consistent behavior.

Agent Checkpoints

• After Phase 1: Validate monorepo builds, auth flows work, database migrations reversible, offline sync functional
• After Phase 2: Validate block editor has all basic blocks, notes CRUD complete, search <100ms, bidirectional linking works
• After Phase 3: Validate task-calendar drag integration, natural language parsing 90%+ accuracy, external calendar sync working
• After Phase 4: Validate semantic search relevance, AI suggestions accepted >30%, knowledge graph renders 100+ nodes at 60fps
• After Phase 5: Validate real-time collaboration with 3+ users, RBAC enforced at API level, sharing permissions granular
• After Phase 6: Validate REST + GraphQL APIs, plugin sandbox secure, desktop <50MB, mobile on both platforms

Code Generation Rules

• Generate TypeScript with strict types — no any types except in test mocks
• Use functional components with hooks — no class components
• Prefer composition over inheritance — use HOCs and render props sparingly
• Separate business logic from UI — custom hooks for data operations
• Use Zod for all runtime validation — never trust client input
• Implement optimistic UI updates — rollback on error with toast notification
• Add loading and error states to every async operation — no silent failures
• Use React.memo and useMemo judiciously — profile before optimizing
• Write accessible components — ARIA labels, keyboard navigation, focus management
• Internationalize from day one — i18n keys for all user-facing strings

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Plan generated for YetAnotherSuite — Unified Productivity Ecosystem 30 Features | 6 Phases | 24-28 Weeks | 12 Core Entities | 5 AI Models | 24 API Endpoints