Scope & Implementation Plan

This is a living document recording the planned scope and implementation progress for the DotCollective Tools platform.

Tech Stack

Layer	Choice
Frontend	React 19 + Vite + TypeScript
Routing	TanStack Router (file-based)
UI	shadcn/ui (neutral, new-york) + Tailwind CSS v4
State	TanStack Query (server) + React Context (auth)
API	Hono on Cloudflare Workers
Database	Cloudflare D1 (edge SQLite)
Auth	Cloudflare Access + Google Workspace
Permissions	RBAC with 5 access levels in D1
AI (near-term)	Anthropic SDK (@anthropic-ai/sdk)
AI (future)	Mastra.ai on CF Workers
Automation	Cloudflare Workflows
Docs	Starlight (Astro) + MDX on CF Pages
Package Manager	pnpm with workspaces

Implementation Phases

Phase 1: Project Scaffolding ✅

• Vite + React + TypeScript project
• Tailwind CSS v4 + shadcn/ui components
• TanStack Router + Query setup
• Wrangler + D1 configuration
• Database schema and seed data
• Starlight docs site
• README, AGENTS.md, CLAUDE.md
• Claude Code settings and slash commands
• GitHub labels (11 labels: tool:*, type:*, priority:*)
• pnpm workspaces (root app + docs/)

Phase 2: App Shell + Routing ✅

• TanStack Router file-based routes
• App shell (sidebar + header + content area)
• Sidebar navigation with permission filtering
• User menu with avatar dropdown (name, email, access level, job role)
• Route files: dashboard, onboarding, scorecards, admin

Phase 3: Worker + Auth + Permissions ✅

• Hono Worker with health endpoint
• Cloudflare Access JWT validation (header + cookie fallback)
• Auth middleware (JWT → user upsert in D1)
• Permission middleware (tool-level can_view/can_update/can_manage)
• Data scoping by access level (own / own+squad / all)
• GET /api/users/me endpoint with full permissions map
• Frontend AuthContext + canView/canUpdate/canManage helpers
• Admin section (Executive only) with tabs:
  • Users table (access level + job role management)
  • Squads table (create, edit, assign members, set managers)
  • Permissions matrix (tools × access levels, toggle view/update/manage)

Phase 4: Onboarding Tool ✅

• API endpoints for phases, items, progress (with role filtering + data scoping)
• Onboarding page with expandable phase cards
• Role filtering (All/DM/DL)
• Progress tracking with checkboxes and notes
• Overall progress summary bar
• 5 phases, 39 items seeded in D1

Phase 5: Scorecards Tool ✅

• API endpoints for scorecards CRUD (with full data scoping)
• Scorecard creation and editing
• KPI section with status cycling (pending/on-track/at-risk/off-track)
• Monthly financial metrics table (6-month rolling, editable)
• Role-based scorecards (DM/DL/TL) with item definitions
• Score items with status cycling + notes

Phase 6: Dashboard + Polish ✅

• Dashboard with onboarding progress summary + recent scorecards cards
• End-to-end API testing (all endpoints verified)
• Frontend build passing (516KB JS + 65KB CSS)
• Production deployment to Cloudflare Workers
• Docs deployed to Cloudflare Pages
• GitHub Actions CI/CD (auto-deploy app + docs on push to main)
• Custom domains: app.dotcollective.com.au + docs.app.dotcollective.com.au
• Cloudflare Access configured with Google Workspace IdP
• Favicons + dark browser chrome theming (iOS/Android)

Deployment

Target	URL	Platform
App	app.dotcollective.com.au	Cloudflare Workers
Docs	docs.app.dotcollective.com.au	Cloudflare Pages

Auto-deploy via GitHub Actions on push to main.

Future Scope (Post-MVP)

• AI agents via Mastra.ai (resourcing, scheduling, onboarding automation)
• Cloudflare Workflows for deterministic automations (account provisioning, etc.)
• Additional tools as agency needs evolve (resourcing, time tracking, client briefs)
• Agent monitoring + approval queues in admin section