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3:Td201,
# VoiceAssist Client Development & Enhancement Roadmap

**Version:** 2.1 (Final Decisions Made)
**Date:** 2025-11-21
**Status:** ✅ Ready for Implementation - Milestone 1 Starting
**Branch:** `client-roadmap-reconciliation`

---

## 🎉 Critical Decisions Finalized (2025-11-21)

**All 8 critical questions resolved! Development can proceed immediately.**

| Decision           | Choice                                             | Impact      |
| ------------------ | -------------------------------------------------- | ----------- |
| **Design System**  | Create from scratch (Radix UI + Tailwind)          | Week 1-2    |
| **Storybook**      | Include in monorepo setup                          | Week 1      |
| **Deployment**     | Ubuntu server (Docker Compose) initially           | Week 1-2    |
| **UpToDate**       | No budget, use free sources (PubMed, OpenEvidence) | Milestone 5 |
| **Offline PHI**    | No PHI offline, non-PHI only with encryption       | Milestone 6 |
| **GPU Budget**     | No budget, use OpenAI APIs                         | Milestone 3 |
| **Image Datasets** | Pre-trained models (GPT-4 Vision)                  | Milestone 6 |
| **AI Liability**   | Decision support only, clear disclaimers           | All phases  |

**See [OPEN_QUESTIONS.md](OPEN_QUESTIONS.md) for detailed rationale.**

---

## 🎯 Executive Summary

This unified roadmap integrates:

1. **Deferred backend features** from Phases 4-6 (voice pipeline, medical AI, integrations)
2. **Three client applications** (web app, admin panel, documentation site)
3. **Platform enhancements** (design system, accessibility, i18n, PWA, telemetry)
4. **External integrations** (medical databases, EMR/FHIR systems)
5. **Advanced capabilities** (multi-modal AI, advanced RAG, operational excellence)

**Current Status:**

- ✅ **Backend Core:** 100% Complete (Phases 0-15, HIPAA-compliant, production-ready)
- ✅ **Critical Decisions:** All 8 resolved (2025-11-21)
- ⏳ **Deferred Backend Features:** Identified and scheduled (Milestones 2-6)
- 🚀 **Client Applications:** Starting NOW (Milestone 1-2, 20 weeks)
- ⏳ **Platform Enhancements:** Planned across all milestones

**Total Timeline:** 52+ weeks (6 major milestones)
**Team Size:** 2-3 developers (scaling to 4-6 for advanced features)

---

## 📋 Table of Contents

1. [Completed Work Summary](#completed-work-summary)
2. [Outstanding Tasks Overview](#outstanding-tasks-overview)
3. [Milestone Breakdown](#milestone-breakdown)
4. [Feature Catalog](#feature-catalog)
5. [Dependencies & Prerequisites](#dependencies--prerequisites)
6. [Open Questions & Decisions](#open-questions--decisions)
7. [Success Metrics](#success-metrics)
8. [Risk Management](#risk-management)

---

## 1. Completed Work Summary

### Backend Development (Phases 0-15) ✅

**Status:** 100% Complete, Production Ready

| Phase        | Deliverables                                        | Status      |
| ------------ | --------------------------------------------------- | ----------- |
| **Phase 0**  | Project initialization, Docker setup                | ✅ Complete |
| **Phase 1**  | PostgreSQL, Redis, Qdrant infrastructure            | ✅ Complete |
| **Phase 2**  | JWT auth, audit logging, Nextcloud integration      | ✅ Complete |
| **Phase 3**  | API Gateway, microservices foundation               | ✅ Complete |
| **Phase 4**  | WebSocket realtime (text-based MVP)                 | ✅ Complete |
| **Phase 5**  | Document ingestion, RAG (OpenAI embeddings)         | ✅ Complete |
| **Phase 6**  | Nextcloud services (CalDAV, WebDAV, email skeleton) | ✅ Complete |
| **Phase 7**  | Admin RBAC, admin panel backend                     | ✅ Complete |
| **Phase 8**  | Jaeger, Loki, Prometheus, Grafana                   | ✅ Complete |
| **Phase 9**  | Terraform, Ansible, GitHub Actions CI/CD            | ✅ Complete |
| **Phase 10** | Load testing, performance optimization              | ✅ Complete |
| **Phase 11** | Security hardening, HIPAA compliance (42/42)        | ✅ Complete |
| **Phase 12** | PostgreSQL replication, automated backups           | ✅ Complete |
| **Phase 13** | 50+ tests (95% coverage), documentation             | ✅ Complete |
| **Phase 14** | Production deployment automation                    | ✅ Complete |
| **Phase 15** | Final review, validation, handoff                   | ✅ Complete |

**Quality Metrics Achieved:**

- ✅ Code coverage: 95% (target: 90%)
- ✅ HIPAA compliance: 42/42 requirements
- ✅ Performance: P95 120ms, 5000 req/s throughput
- ✅ Security: 0 critical vulnerabilities
- ✅ Documentation: 15,000+ lines

---

## 2. Outstanding Tasks Overview

### 2.1 Deferred Backend Features (from Phases 4-6)

**Category A: Voice Pipeline Completion**

- [x] Text-based streaming chat (MVP completed in Phase 4)
- [ ] Full voice pipeline with WebRTC
- [ ] Voice Activity Detection (VAD)
- [ ] Echo cancellation and noise suppression
- [ ] Barge-in support
- [ ] Voice authentication
- [ ] OpenAI Realtime API integration

**Category B: Advanced Medical AI**

- [x] OpenAI embeddings (MVP completed in Phase 5)
- [x] Single-hop RAG (MVP completed in Phase 5)
- [ ] BioGPT/PubMedBERT integration
- [ ] Multi-hop reasoning
- [ ] Query decomposition
- [ ] Cross-document synthesis
- [ ] Confidence scoring

**Category C: External Medical Integrations**

- [x] ~~UpToDate API integration~~ (no budget, deferred)
- [ ] OpenEvidence API integration (free tier, Milestone 5)
- [ ] PubMed integration (free, Milestone 5 - highest priority)
- [ ] Clinical practice guidelines (free, CDC/WHO, Milestone 5)
- [ ] Clinical trial databases (future consideration)
- [ ] Drug information systems (future consideration)

**Category D: Nextcloud Integration Completion**

- [x] CalDAV service (MVP completed in Phase 6)
- [x] WebDAV file indexer (MVP completed in Phase 6)
- [x] Email service skeleton (MVP completed in Phase 6)
- [ ] OIDC authentication
- [ ] Complete email integration (IMAP/SMTP)
- [ ] CardDAV contacts
- [ ] Frontend Nextcloud app packaging

---

### 2.2 Client Applications (98 Features Total)

**Web App - 55 Features**

- Authentication & User Management: 5 features
- Chat Interface: 12 features
- Voice Mode: 8 features
- Clinical Context: 6 features
- File Management: 4 features
- Citations & Sources: 5 features
- Conversation Management: 5 features
- Advanced Features: 10 features

**Admin Panel - 38 Features**

- Dashboard: 8 features
- Knowledge Base Management: 12 features
- AI Model Configuration: 6 features
- Analytics: 6 features
- Integration Management: 6 features

**Documentation Site - 15 Features**

- Content Management: 5 features
- Interactive Elements: 5 features
- Navigation: 5 features

**Detailed Specs Available:**

- [Web App Feature Specs](WEB_APP_FEATURE_SPECS.md)
- [Admin Panel Feature Specs](ADMIN_PANEL_FEATURE_SPECS.md)
- [Docs Site Feature Specs](DOCS_SITE_FEATURE_SPECS.md)

---

### 2.3 Platform Enhancements

**Category E: Design & UX**

- [ ] Design tokens package (`@voiceassist/design-tokens`)
- [ ] WCAG 2.1 AA accessibility compliance
- [ ] Storybook component documentation
- [ ] Dark mode theme
- [ ] Responsive design (320px to 4K)

**Category F: Internationalization**

- [ ] react-i18next infrastructure
- [ ] English (en-US) - Primary
- [ ] Spanish (es-ES) - Secondary
- [ ] Arabic (ar-SA) - For Middle East
- [ ] RTL (Right-to-Left) support
- [ ] Date/time/number formatting

**Category G: Offline & PWA**

- [ ] Service worker implementation
- [ ] Cache-first strategy for static assets
- [ ] IndexedDB for offline storage
- [ ] Background sync
- [ ] PWA manifest and install prompt
- [ ] Encrypted local storage (HIPAA-compliant)

**Category H: Telemetry & Analytics**

- [ ] Client-side telemetry package (`@voiceassist/telemetry`)
- [ ] Core Web Vitals tracking
- [ ] Error tracking (Sentry integration)
- [ ] User analytics (privacy-focused)
- [ ] Integration with Grafana

**Category I: Client-Side Security**

- [ ] PHI detection at client level
- [ ] Pattern matching for common PHI
- [ ] Redaction before logging
- [ ] Warning prompts for potential PHI
- [ ] Local audit trail

---

### 2.4 Integration Expansions

**Category J: EMR/FHIR Integration**

- [ ] HL7 FHIR R4 standard support
- [ ] Patient resource access
- [ ] Epic MyChart integration
- [ ] Cerner integration
- [ ] Allscripts integration
- [ ] SMART on FHIR authorization

**Category K: Multi-Modal AI**

- [ ] Medical image analysis (GPT-4 Vision)
- [ ] DICOM support
- [ ] Video analysis
- [ ] Structured data visualization
- [ ] Lab results charting

---

### 2.5 Operational Excellence

**Category L: Advanced Monitoring**

- [ ] AI model performance metrics
- [ ] Business metrics (MAU, DAU, NPS)
- [ ] Predictive analytics
- [ ] ML-based anomaly detection

**Category M: Cost Optimization**

- [ ] OpenAI API cost reduction (caching, prompt optimization)
- [ ] Infrastructure right-sizing
- [ ] Storage optimization

**Category N: Resilience Testing**

- [ ] Chaos engineering framework
- [ ] Failure injection testing
- [ ] Network partition testing
- [ ] Regular game days

---

## 3. Milestone Breakdown

### Milestone 1: Frontend Foundation (Weeks 1-10)

**Objective:** Establish monorepo, design system, and build core web app

**Duration:** 10 weeks
**Team:** 2-3 developers
**Priority:** CRITICAL

#### Phase 0: Foundation & Setup (Weeks 1-2) ✅ **COMPLETE**

**Status:** ✅ Complete (2025-11-21)
**Branch:** `client-roadmap-reconciliation`
**Commit:** 517cddb

**Tasks Completed:**

1. ✅ **Monorepo Setup**
   - ✅ Initialized pnpm workspaces (pnpm 10.23.0)
   - ✅ Configured Turborepo 2.6.1 for build orchestration
   - ✅ Set up shared packages structure (`apps/`, `packages/`)
   - ✅ Configured TypeScript paths and references

2. ✅ **Design Tokens Package** (`@voiceassist/design-tokens` v1.0.0)
   - ✅ Medical color palette (blue #0080FF, teal #00AFAF)
   - ✅ Typography scales (system fonts, 10 sizes)
   - ✅ Spacing system (4px/8px grid, 40+ tokens)
   - ✅ Border radius, shadows, z-index scales
   - ✅ Full TypeScript support with type exports

3. ✅ **Component Library Foundation** (`@voiceassist/ui` v1.0.0)
   - ✅ Tailwind CSS 3.4+ configuration
   - ✅ Radix UI primitives integration
   - ✅ Button component (5 variants, 3 sizes)
   - ✅ Storybook 8.0 with a11y addon
   - ✅ Class variance authority for variants

4. ✅ **Shared Packages**
   - ✅ `@voiceassist/types` - Complete TypeScript type definitions
   - ✅ `@voiceassist/api-client` - Type-safe Axios client with interceptors
   - ✅ `@voiceassist/utils` - Utilities with **PHI detection & redaction** (HIPAA)
   - ✅ `@voiceassist/config` - Tailwind, TypeScript, ESLint configs

5. ⏳ **CI/CD Pipeline** (Deferred to Phase 1)
   - ⏳ GitHub Actions workflows
   - ⏳ Husky git hooks

**Deliverables:**

- ✅ Monorepo structure operational (`pnpm-workspace.yaml`, `turbo.json`)
- ✅ Design tokens package with 200+ tokens
- ✅ Component library foundation (Button + utils)
- ✅ Storybook running on port 6006
- ✅ 6 shared packages built and functional
- ✅ All packages build successfully with Turbo caching

**Success Criteria:**

- ✅ All packages can be imported across apps
- ✅ Storybook accessible at http://localhost:6006
- ✅ `pnpm build` succeeds (all 7 packages)
- ✅ PHI detection utilities tested and working
- ⏳ CI/CD passes on pull requests (deferred)

---

#### Phase 1: Web App Core (Weeks 3-6) 🚧 **IN PROGRESS**

**Status:** Week 3 - Authentication (75% Complete)
**Branch:** `client-roadmap-reconciliation`
**Latest Commit:** 75404a8

**Tasks:**

1. **Authentication & User Management** (Week 3) ⏳ **75% COMPLETE**
   - ✅ Email/password login page with validation
   - ✅ User registration page with password strength indicator
   - ✅ Session management with JWT (Zustand store)
   - ✅ Protected route implementation (React Router guards)
   - ✅ Responsive layout with header, sidebar, navigation
   - ⏳ User profile management (deferred to Week 4)
   - ⏳ OAuth integration (Google, Microsoft) (deferred to Milestone 2)

2. **Chat Interface Foundation** (Week 4)
   - Chat layout with sidebar and main area
   - Message rendering (markdown, code blocks)
   - Real-time streaming responses via WebSocket
   - Citation inline display
   - Loading states and skeletons

3. **Basic Voice Mode** (Week 5)
   - Push-to-talk voice input
   - Real-time transcription display
   - Audio response playback
   - Voice settings (speed, volume)
   - **Note:** Advanced features (VAD, WebRTC, barge-in) deferred to Milestone 2

4. **File Upload** (Week 6)
   - PDF upload and preview
   - Image upload and display
   - Progress indicators
   - File size limits
   - Error handling

**Deliverables:**

- ✅ Web app deployed to staging
- ✅ Authentication flow complete
- ✅ Chat interface functional with streaming
- ✅ Basic voice mode operational
- ✅ File upload working

**Success Criteria:**

- Users can register, login, and chat
- Streaming responses render correctly
- Basic voice input works
- Files upload successfully
- 80% test coverage
- Performance: < 2s initial load

---

#### Phase 2: Web App Advanced (Weeks 7-10) 🚧 **IN PROGRESS**

**Status:** Week 8 - Citations Complete (50% Complete)
**Latest Commit:** 157e2a3

**Tasks:**

1. **Clinical Context** (Week 7) ✅ **COMPLETE**
   - ✅ Patient demographics form
   - ✅ Problems list management
   - ✅ Medications list
   - ✅ Lab values input
   - ✅ Vitals tracking
   - ✅ Context-aware queries
   - ✅ Keyboard shortcut (⌘I)
   - **Commit:** 9626960

2. **Citations & Sources** (Week 8) ✅ **COMPLETE**
   - ✅ Citation sidebar
   - ✅ Source highlighting via expandable citations
   - ✅ Search/filter across all citation fields
   - ✅ Direct source links (PubMed, DOI, URLs)
   - ✅ Citation export (Markdown/Text)
   - ✅ Keyboard shortcut (⌘C)
   - **Commit:** 157e2a3

3. **Conversation Management** (Week 9) ⏳ **IN PROGRESS**
   - ⏳ Conversation history with search
   - ⏳ Conversation folders
   - ⏳ Conversation sharing
   - ⏳ Conversation templates
   - ⏳ Export to PDF/Markdown

4. **Advanced Features** (Week 10) ✅ **PARTIALLY COMPLETE**
   - ✅ Message editing and regeneration
   - ✅ Conversation branching (Commit: a37068e)
   - ✅ Keyboard shortcuts (⌘B, ⌘I, ⌘C, ⌘/)
   - ⏳ Performance optimization
   - ⏳ Accessibility audit and fixes

**Deliverables:**

- ✅ Clinical context fully functional
- ✅ Citations and sources working
- ⏳ Conversation management in progress
- ✅ Advanced features partially complete
- ⏳ WCAG 2.1 AA compliance pending
- ⏳ Performance optimization pending

**Success Criteria:**

- Clinical context integrates with queries
- Citations displayed correctly
- Conversation history works
- Accessibility score: WCAG 2.1 AA
- Performance: < 2s load, < 100ms interactions

---

### Milestone 2: Admin Panel & Voice Pipeline (Weeks 11-20)

**Objective:** Build admin panel, complete full voice pipeline, add OIDC auth

**Duration:** 10 weeks
**Team:** 2-3 developers
**Priority:** HIGH

#### Phase 3: Admin Panel Core (Weeks 11-13)

**Tasks:**

1. **Dashboard** (Week 11)
   - Real-time metrics display
   - System health indicators
   - Active sessions monitor
   - API usage graphs
   - Alert notifications

2. **Knowledge Base Management** (Week 12)
   - Document library table
   - Bulk document upload
   - Document metadata editing
   - Indexing queue management
   - Document preview and search

3. **Basic Analytics** (Week 13)
   - Query analytics dashboard
   - Response time histograms
   - Usage trends
   - Export reports

**Deliverables:**

- ✅ Admin panel deployed to staging
- ✅ Dashboard operational with real-time metrics
- ✅ KB management fully functional
- ✅ Analytics dashboard complete

---

#### Phase 4: Admin Panel Advanced (Weeks 14-16)

**Tasks:**

1. **AI Model Configuration** (Week 14)
   - Model selection interface
   - Model routing rules
   - Temperature/parameters tuning
   - Model testing interface

2. **Integration Management** (Week 15)
   - Nextcloud configuration UI
   - Calendar integration setup
   - Email integration UI
   - Integration health checks

3. **Advanced Analytics** (Week 16)
   - Cost breakdown by service
   - Popular topics tracking
   - User retention cohorts
   - Predictive analytics

**Deliverables:**

- ✅ AI model configuration complete
- ✅ Integration management working
- ✅ Advanced analytics operational

---

#### Phase 5: Documentation Site (Weeks 17-18)

**Tasks:**

1. **Content & Navigation** (Week 17)
   - Next.js 14 app setup
   - MDX content integration
   - Sidebar navigation
   - Search with Algolia
   - Dark mode

2. **Interactive Elements** (Week 18)
   - Code playgrounds
   - Interactive examples
   - Video tutorials
   - Diagrams (Mermaid)
   - Version control

**Deliverables:**

- ✅ Documentation site deployed
- ✅ All content migrated
- ✅ Search functional
- ✅ Interactive elements working

---

#### Phase 6: Integration & Polish (Weeks 19-20)

**Tasks:**

1. **Deferred Backend: OIDC Authentication** (Week 19)
   - OIDC client configuration
   - SSO flow with Nextcloud
   - Token refresh and revocation
   - MFA integration

2. **Deferred Backend: Voice Pipeline Completion** (Week 20)
   - WebRTC audio streaming
   - Voice Activity Detection (VAD)
   - Echo cancellation
   - Barge-in support
   - Voice authentication
   - OpenAI Realtime API integration

3. **Client-Side: PHI Detection** (Week 19-20)
   - Pattern matching for PHI
   - Redaction before logging
   - Warning prompts
   - Local audit trail

**Deliverables:**

- ✅ OIDC authentication complete
- ✅ Full voice pipeline operational
- ✅ PHI detection at client level
- ✅ All three apps production-ready

**Success Criteria:**

- SSO works with Nextcloud
- Voice latency < 500ms
- PHI never in telemetry/logs
- All apps deployed to production

---

### Milestone 3: Advanced AI & Enhancements (Weeks 21-28)

**Objective:** Integrate specialized medical models, advanced RAG, platform enhancements

**Duration:** 8 weeks
**Team:** 2 developers
**Priority:** HIGH

#### Tasks

**Weeks 21-22: BioGPT/PubMedBERT Integration**

- Evaluate and benchmark medical models
- Set up GPU infrastructure for inference
- Integrate BioGPT for medical embeddings
- Integrate PubMedBERT for entity recognition
- Fine-tune on medical datasets
- A/B testing vs OpenAI embeddings

**Weeks 23-24: Advanced RAG Techniques**

- Hybrid search (semantic + keyword/BM25)
- Cross-encoder re-ranking
- Query expansion (synonyms, abbreviations)
- Contextual retrieval (conversation history)
- Metadata filtering (source type, date, evidence level)

**Weeks 25-26: Multi-Hop Reasoning**

- Query decomposition
- Multi-step reasoning chains
- Cross-document synthesis
- Confidence scoring per step

**Weeks 27-28: Email Integration & Monitoring**

- Complete email integration (IMAP/SMTP)
- Email parsing and summarization
- Advanced monitoring (AI model metrics, business metrics)
- Predictive analytics

**Deliverables:**

- ✅ BioGPT/PubMedBERT integrated
- ✅ Advanced RAG operational
- ✅ Multi-hop reasoning working
- ✅ Email integration complete
- ✅ Advanced monitoring deployed

**Success Criteria:**

- RAG precision improved by 20%
- Medical query accuracy > 90%
- Email integration functional
- AI model performance tracked

---

### Milestone 4: Platform Enhancements (Weeks 29-36)

**Objective:** i18n, data visualization, feedback loops, cost optimization

**Duration:** 8 weeks
**Team:** 2 developers
**Priority:** MEDIUM

#### Tasks

**Weeks 29-30: Internationalization**

- react-i18next infrastructure
- English (primary), Spanish, Arabic
- RTL support
- Translation management (Crowdin/Lokalise)
- Date/time/number formatting

**Weeks 31-32: Data Visualization & Feedback**

- Lab results visualization
- Vital signs charting
- Disease progression timelines
- User feedback collection system
- Continuous learning pipeline

**Weeks 33-34: Telemetry Package**

- Client-side telemetry (`@voiceassist/telemetry`)
- Core Web Vitals tracking
- Error tracking (Sentry)
- User analytics (privacy-focused)
- Integration with Grafana

**Weeks 35-36: Cost Optimization & Chaos Engineering**

- OpenAI API cost reduction
- Infrastructure right-sizing
- Storage optimization
- Chaos engineering framework
- Failure injection testing

**Deliverables:**

- ✅ 3 languages supported
- ✅ Data visualization complete
- ✅ Feedback system operational
- ✅ Telemetry integrated
- ✅ Cost per query reduced by 25%
- ✅ Chaos engineering deployed

**Success Criteria:**

- Multi-language support verified
- Feedback collection active
- Telemetry data in Grafana
- Cost reduction achieved

---

### Milestone 5: External Integrations (Weeks 37-44)

**Objective:** Integrate medical databases, Nextcloud app packaging, GDPR

**Duration:** 8 weeks
**Team:** 2 developers
**Priority:** HIGH

#### Tasks

**Weeks 37-39: UpToDate & OpenEvidence**

- UpToDate API integration (license required)
- OpenEvidence API integration
- Clinical decision support workflows
- Drug interaction checking
- Evidence-based medicine queries

**Weeks 40-42: PubMed Integration**

- PubMed API integration
- Literature search
- Citation management
- Automated reference generation

**Weeks 43-44: Nextcloud App Packaging & GDPR**

- Package web app as Nextcloud app
- Package admin panel as Nextcloud app
- Nextcloud app store submission
- Auto-update mechanism
- GDPR compliance enhancements
  - Right to be forgotten
  - Data portability
  - Consent management

**Deliverables:**

- ✅ UpToDate integrated
- ✅ OpenEvidence integrated
- ✅ PubMed integrated
- ✅ Nextcloud apps in app store
- ✅ GDPR compliant

**Success Criteria:**

- 3 external sources integrated
- Nextcloud apps available
- GDPR features functional

---

### Milestone 6: Advanced Features (Weeks 45-52)

**Objective:** Offline/PWA, CardDAV, advanced audit, multi-modal AI

**Duration:** 8 weeks
**Team:** 2 developers
**Priority:** MEDIUM

#### Tasks

**Weeks 45-47: Offline Mode & PWA**

- Service worker implementation
- IndexedDB for offline storage
- Background sync
- PWA manifest and install prompt
- Encrypted local storage (HIPAA-compliant)
- Auto-expiration of offline data

**Weeks 48-49: CardDAV & Advanced Audit**

- CardDAV contacts synchronization
- Physician directory integration
- Advanced audit logging
  - Immutable audit trail
  - Anomaly detection
  - Session replay

**Weeks 50-52: Multi-Modal AI**

- Medical image analysis (GPT-4 Vision)
- DICOM support
- Video analysis
- Lab results visualization
- Treatment outcome dashboards

**Deliverables:**

- ✅ PWA installable
- ✅ Offline mode functional (non-PHI)
- ✅ CardDAV integrated
- ✅ Advanced audit deployed
- ✅ Image analysis operational

**Success Criteria:**

- Offline mode works (non-PHI only)
- PWA meets all criteria
- Image analysis accurate
- Advanced audit functional

---

## 4. Feature Catalog

### 4.1 Web App Features (55 Total)

| Category                                | Features    | Priority | Milestone       | Effort  |
| --------------------------------------- | ----------- | -------- | --------------- | ------- |
| **Authentication & User Management**    | 5 features  | P0       | Milestone 1     | 1 week  |
| - Email/password login                  | ✓           | P0       | M1, Week 3      | 2 days  |
| - OAuth integration (Google, Microsoft) | ✓           | P0       | M1, Week 3      | 2 days  |
| - User registration                     | ✓           | P0       | M1, Week 3      | 1 day   |
| - User profile management               | ✓           | P1       | M1, Week 3      | 1 day   |
| - Session management                    | ✓           | P0       | M1, Week 3      | 1 day   |
| **Chat Interface**                      | 12 features | P0       | Milestone 1     | 1 week  |
| - Real-time streaming responses         | ✓           | P0       | M1, Week 4      | 2 days  |
| - Markdown rendering                    | ✓           | P0       | M1, Week 4      | 1 day   |
| - LaTeX math support                    | ✓           | P1       | M1, Week 4      | 1 day   |
| - Citation inline display               | ✓           | P0       | M1, Week 4      | 1 day   |
| - Code block with copy button           | ✓           | P1       | M1, Week 4      | 0.5 day |
| - Message editing                       | ✓           | P1       | M1, Week 10     | 0.5 day |
| - Message regeneration                  | ✓           | P1       | M1, Week 10     | 0.5 day |
| - Conversation branching                | ✓           | P2       | M1, Week 10     | 1 day   |
| - Multi-turn context                    | ✓           | P0       | M1, Week 4      | 1 day   |
| - Voice input integration               | ✓           | P1       | M1, Week 5      | 1 day   |
| - File attachment support               | ✓           | P1       | M1, Week 6      | 1 day   |
| - Conversation export                   | ✓           | P2       | M1, Week 9      | 0.5 day |
| **Voice Mode**                          | 8 features  | P1       | Milestone 1-2   | 2 weeks |
| - Push-to-talk input                    | ✓           | P1       | M1, Week 5      | 1 day   |
| - Hands-free continuous mode            | ✓           | P1       | M2, Week 20     | 1 day   |
| - Voice Activity Detection (VAD)        | ✓           | P1       | M2, Week 20     | 2 days  |
| - Real-time transcription display       | ✓           | P0       | M1, Week 5      | 1 day   |
| - Audio response playback               | ✓           | P0       | M1, Week 5      | 1 day   |
| - Voice interruption (barge-in)         | ✓           | P1       | M2, Week 20     | 2 days  |
| - Voice settings                        | ✓           | P1       | M1, Week 5      | 0.5 day |
| - Noise cancellation                    | ✓           | P2       | M2, Week 20     | 1 day   |
| **Clinical Context**                    | 6 features  | P1       | Milestone 1     | 1 week  |
| **File Management**                     | 4 features  | P1       | Milestone 1     | 1 week  |
| **Citations & Sources**                 | 5 features  | P0       | Milestone 1     | 1 week  |
| **Conversation Management**             | 5 features  | P1       | Milestone 1     | 1 week  |
| **Advanced Features**                   | 10 features | P2       | Milestone 1,4,6 | 3 weeks |

**See:** [WEB_APP_FEATURE_SPECS.md](WEB_APP_FEATURE_SPECS.md) for detailed specifications

---

### 4.2 Admin Panel Features (38 Total)

| Category                      | Features    | Priority | Milestone   | Effort |
| ----------------------------- | ----------- | -------- | ----------- | ------ |
| **Dashboard**                 | 8 features  | P0       | Milestone 2 | 1 week |
| **Knowledge Base Management** | 12 features | P0       | Milestone 2 | 1 week |
| **AI Model Configuration**    | 6 features  | P1       | Milestone 2 | 1 week |
| **Analytics**                 | 6 features  | P1       | Milestone 2 | 1 week |
| **Integration Management**    | 6 features  | P1       | Milestone 2 | 1 week |

**See:** [ADMIN_PANEL_FEATURE_SPECS.md](ADMIN_PANEL_FEATURE_SPECS.md) for detailed specifications

---

### 4.3 Documentation Site Features (15 Total)

| Category                 | Features   | Priority | Milestone   | Effort   |
| ------------------------ | ---------- | -------- | ----------- | -------- |
| **Content Management**   | 5 features | P0       | Milestone 2 | 1 week   |
| **Interactive Elements** | 5 features | P1       | Milestone 2 | 1 week   |
| **Navigation**           | 5 features | P0       | Milestone 2 | 0.5 week |

**See:** [DOCS_SITE_FEATURE_SPECS.md](DOCS_SITE_FEATURE_SPECS.md) for detailed specifications

---

## 5. Dependencies & Prerequisites

### 5.1 Technical Dependencies

**For Milestone 1 (Frontend Foundation):**

- ✅ Backend API (Phases 0-15 complete)
- ✅ WebSocket endpoint (`/api/realtime/ws`)
- ✅ Authentication API (`/api/auth/*`)
- ✅ Chat API endpoints
- ✅ File upload API endpoints
- [ ] Design system assets (colors, logos, icons)
- [ ] Brand guidelines

**For Milestone 2 (Admin Panel & Voice):**

- ✅ Admin API (`/api/admin/*`)
- ✅ KB management API (`/api/admin/kb/*`)
- [ ] OIDC provider configuration (Nextcloud)
- [ ] WebRTC infrastructure
- [ ] Audio codec optimization

**For Milestone 3 (Advanced AI):**

- [ ] GPU infrastructure for BioGPT/PubMedBERT
- [ ] Training datasets (licensed)
- [ ] Model evaluation framework

**For Milestone 5 (External Integrations):**

- [ ] UpToDate license (~$500-1000/month)
- [ ] API keys for OpenEvidence, PubMed
- [ ] Hospital partnerships for EMR integration

---

### 5.2 Team Dependencies

**Milestone 1-2 (Weeks 1-20):**

- 2-3 frontend developers (React/TypeScript)
- 1 UI/UX designer (part-time, for design system)

**Milestone 3-4 (Weeks 21-36):**

- 1-2 frontend developers
- 1 AI/ML engineer (for BioGPT/PubMedBERT)

**Milestone 5-6 (Weeks 37-52):**

- 1-2 frontend developers
- 1 integration engineer (for EMR/FHIR)
- 1 DevOps engineer (for infrastructure scaling)

---

### 5.3 External Dependencies

**Required Licenses:**

- UpToDate API license (~$500-1000/month)
- OpenEvidence API access
- PubMed API key (free)
- Algolia DocSearch (docs site)
- Sentry (error tracking)

**Optional/TBD:**

- DataDog or New Relic (telemetry)
- Crowdin or Lokalise (i18n)
- FHIR compliance certification

---

## 6. Open Questions & Decisions

### 6.1 Design & UX (5 questions)

#### Q1: Design System Availability

**Question:** Does a design system already exist (Figma/Sketch files)?
**Impact:** HIGH - Affects Week 1-2 timeline
**Options:**

- **A)** Existing design system available → Use as-is, create tokens from it
- **B)** Partial design system → Complete missing pieces
- **C)** No design system → Create from scratch using medical UI best practices

**Provisional Answer:**
Assume **Option C** (no existing design system). Plan to:

- Use medical UI references (Medscape, UpToDate, Epic MyChart)
- Create professional medical color palette (blues, teals, grays)
- Prioritize trust-building design language
- Timeline: 2 weeks for complete design system

**Decision Needed By:** Before Milestone 1 starts

---

#### Q2: Storybook Setup

**Question:** Should Storybook be part of the initial monorepo setup?
**Impact:** MEDIUM - Affects Week 1-2 tasks
**Options:**

- **A)** Yes, set up Storybook in Week 1-2 → Better component documentation
- **B)** Defer to Week 10+ → Faster initial setup

**Provisional Answer:**
Recommend **Option A**. Benefits:

- Component documentation from day 1
- Visual testing during development
- Accessibility testing integration (axe-core)
- Easier collaboration with designers

**Decision Needed By:** Week 1

---

#### Q3: Component Library Strategy

**Question:** Should we use shadcn/ui as-is or fork and customize?
**Impact:** MEDIUM - Affects maintainability
**Options:**

- **A)** Use shadcn/ui as-is → Easier updates
- **B)** Fork and customize → More control, harder updates

**Provisional Answer:**
Recommend **Option A** with theme customization via design tokens. Fork only if needed later.

---

#### Q4: Dark Mode Priority

**Question:** Should dark mode be MVP or can it be deferred?
**Impact:** LOW - Can be added later
**Options:**

- **A)** MVP (Week 2) → More work upfront
- **B)** Defer to Week 10+ → Faster MVP

**Provisional Answer:**
Recommend **Option B** (defer to Week 10). Focus on light mode first, add dark mode in Polish phase.

---

#### Q5: Mobile App Strategy

**Question:** Should we plan for mobile apps (iOS/Android) or stick to responsive web?
**Impact:** HIGH - Future roadmap
**Options:**

- **A)** Responsive web only (PWA) → Simpler
- **B)** Native mobile apps later → Better UX, more complex

**Provisional Answer:**
Recommend **Option A** for now. Build excellent responsive PWA, evaluate native apps after Milestone 2 based on user feedback.

---

### 6.2 Infrastructure & Operations (4 questions)

#### Q6: Deployment Strategy

**Question:** Should frontend apps deploy to the same Ubuntu server or separate infrastructure?
**Impact:** HIGH - Affects deployment architecture
**Options:**

- **A)** Same Ubuntu server → Simpler, single point of failure
- **B)** Separate infrastructure (Vercel/Netlify for frontend) → Better scalability
- **C)** Kubernetes cluster for all → Most complex, most scalable

**Provisional Answer:**
Recommend **Option B** (hybrid approach):

- **Backend:** Ubuntu server (existing, production-ready)
- **Frontend:** Vercel or Netlify (static hosting, global CDN)
- **Benefits:**
  - Frontend updates don't affect backend
  - Global CDN for faster load times
  - Automatic SSL and preview deployments
  - Free tier sufficient for testing

**Decision Needed By:** Week 1-2

---

#### Q7: Staging Environments

**Question:** Do we need separate staging/production environments for frontend?
**Impact:** MEDIUM - Affects testing workflow
**Options:**

- **A)** Yes, separate staging → Safer, more resources needed
- **B)** No, test locally + preview deployments → Faster, riskier

**Provisional Answer:**
Recommend **Option A**. Set up:

- **Staging:** staging.voiceassist.asimo.io, staging-admin.voiceassist.asimo.io
- **Production:** voiceassist.asimo.io, admin.voiceassist.asimo.io
- Use Vercel/Netlify preview deployments for PRs
- Staging environment for final QA before production

---

#### Q8: CI/CD Platform

**Question:** What CI/CD platform is preferred (GitHub Actions, GitLab CI, CircleCI)?
**Impact:** LOW - Most platforms are similar
**Options:**

- **A)** GitHub Actions → Already using for backend
- **B)** GitLab CI → If moving to GitLab
- **C)** CircleCI → Additional cost

**Provisional Answer:**
Recommend **Option A** (GitHub Actions). Benefits:

- Already configured for backend
- Tight integration with GitHub
- Free for public repos, generous limits for private
- Good monorepo support with Turborepo

---

#### Q9: Telemetry Provider

**Question:** Which telemetry provider is preferred (Sentry, DataDog, New Relic)?
**Impact:** MEDIUM - Affects cost and features
**Options:**

- **A)** Sentry → Good error tracking, affordable
- **B)** DataDog → Full observability, expensive
- **C)** New Relic → Balanced, moderate cost
- **D)** Self-hosted (Grafana Loki + Tempo) → Free, more work

**Provisional Answer:**
Recommend **Option A** (Sentry) for client-side errors + **Option D** (self-hosted) for backend observability:

- **Client-side:** Sentry ($26/month for 50k errors/month)
- **Backend:** Existing Grafana stack (Prometheus, Loki, Jaeger)
- **Benefits:** Best of both worlds, reasonable cost

**Budget:** ~$300-500/month for Sentry (production volume)

**Decision Needed By:** Week 19 (when implementing telemetry package)

---

### 6.3 External Dependencies (5 questions)

#### Q10: UpToDate Licensing

**Question:** What's the budget for UpToDate licensing (~$500-1000/month)?
**Impact:** HIGH - Affects Milestone 5
**Options:**

- **A)** Approved budget → Integrate UpToDate
- **B)** No budget → Focus on free sources (PubMed, OpenEvidence)

**Provisional Answer:**
**Budget approval needed.** UpToDate provides:

- 11,500+ clinical topics
- Drug interaction database
- Diagnostic algorithms
- Evidence-based recommendations

**Alternative:** If no budget, focus on:

- PubMed (free)
- OpenEvidence (free tier)
- Clinical practice guidelines (free)

**Decision Needed By:** Before Milestone 5 (Week 37)

---

#### Q11: External API Priorities

**Question:** What's the priority for each external integration?
**Impact:** MEDIUM - Affects Milestone 5 sequencing
**Options:** Rank priority:

- [ ] UpToDate
- [ ] OpenEvidence
- [ ] PubMed
- [ ] Clinical trial databases
- [ ] Drug information systems

**Provisional Answer:**
Recommend prioritization:

1. **PubMed** (P1) - Free, large dataset, essential for citations
2. **OpenEvidence** (P1) - Free tier, evidence-based medicine
3. **UpToDate** (P0 if licensed, P3 if not) - Best clinical decision support
4. **Drug information** (P2) - Important for safety
5. **Clinical trials** (P3) - Nice to have

**Decision Needed By:** Week 35

---

#### Q12: EMR Integration Targets

**Question:** Are there specific hospital partners or EMR systems to target first?
**Impact:** HIGH - Affects Milestone 7+ (future)
**Options:**

- **A)** Specific hospital partnership → Focus on their EMR
- **B)** Most popular EMRs → Epic, Cerner, Allscripts
- **C)** Generic FHIR → Works with all compliant systems

**Provisional Answer:**
Recommend **Option C** (generic FHIR first):

- HL7 FHIR R4 standard support
- Works with most major EMRs
- Start with read-only (patient data access)
- Expand to read-write later

**Timeline:** Defer to Milestone 7+ (Month 13+)

**Decision Needed By:** Before starting EMR integration work

---

#### Q13: Hospital Partnership Timeline

**Question:** What's the timeline for hospital partnership discussions?
**Impact:** MEDIUM - Affects EMR integration planning
**Options:**

- **A)** Active discussions ongoing → Plan for near-term integration
- **B)** No active partnerships → Focus on generic FHIR

**Provisional Answer:**
Assume **Option B** for now. Focus on:

- Generic FHIR R4 support
- Demo environment with synthetic data
- Case studies and pilot programs

**Decision Needed By:** Month 6

---

#### Q14: FHIR Certification

**Question:** Is there budget for HL7 FHIR compliance certification?
**Impact:** MEDIUM - Affects EMR integration credibility
**Cost:** ~$5,000-10,000
**Options:**

- **A)** Yes → Pursue certification
- **B)** No → Self-certification

**Provisional Answer:**
Defer certification to **Month 12+**. First:

- Build FHIR R4 support
- Test with major EMRs
- Validate compliance
- Then pursue certification if needed for partnerships

---

### 6.4 Compliance & Security (3 questions)

#### Q15: Offline Mode PHI

**Question:** What are the regulatory constraints on offline PHI storage?
**Impact:** HIGH - Affects Milestone 6
**Options:**

- **A)** PHI allowed offline with encryption → Full offline mode
- **B)** PHI not allowed offline → Non-PHI only
- **C)** Unsure → Consult compliance officer

**Provisional Answer:**
Recommend **Option C** → Consult with HIPAA compliance officer. Preliminary approach:

- **Assume Option B** (non-PHI only) for safety
- Offline mode for:
  - Conversation history (de-identified)
  - Medical knowledge base articles
  - User preferences
- **No offline storage for:**
  - Patient demographics
  - Clinical context
  - Lab results
  - Any identifiable data

**Decision Needed By:** Before Milestone 6 (Week 45)

---

#### Q16: GDPR Priority

**Question:** Is European deployment a near-term goal?
**Impact:** MEDIUM - Affects Milestone 5
**Options:**

- **A)** Yes → GDPR compliance in Milestone 5
- **B)** No → Defer GDPR to later

**Provisional Answer:**
Recommend **Option B** (defer unless European deployment is confirmed). If needed:

- Right to be forgotten (user data deletion)
- Data portability (export user data)
- Consent management
- Data residency options

**Decision Needed By:** Week 40

---

#### Q17: Data Residency Options

**Question:** Should we implement data residency options (US, EU regions)?
**Impact:** MEDIUM - Affects architecture
**Options:**

- **A)** Yes → Multi-region deployment
- **B)** No → US-only for now

**Provisional Answer:**
Recommend **Option B** (US-only) initially. Multi-region can be added later:

- Deploy to US East initially
- Add EU region if needed for GDPR
- Use global CDN for frontend (Vercel/Netlify)

---

### 6.5 AI & Machine Learning (5 questions)

#### Q18: GPU Infrastructure

**Question:** Do we have budget/resources for GPU infrastructure?
**Impact:** HIGH - Affects Milestone 3
**Cost:** ~$500-1500/month for GPU instances
**Options:**

- **A)** Yes → BioGPT/PubMedBERT integration
- **B)** No → Continue with OpenAI embeddings

**Provisional Answer:**
Recommend **Option A** if budget allows:

- AWS EC2 g4dn.xlarge (~$500/month)
- Or use serverless inference (AWS SageMaker, Hugging Face Inference API)
- Benefits:
  - Medical-specific embeddings (higher accuracy)
  - Lower cost per query (vs OpenAI)
  - Data sovereignty

**Decision Needed By:** Week 20 (before Milestone 3)

---

#### Q19: Model Training Strategy

**Question:** Should we fine-tune models or use prompt engineering?
**Impact:** MEDIUM - Affects accuracy and cost
**Options:**

- **A)** Fine-tune models → Higher accuracy, more work
- **B)** Prompt engineering only → Faster, less control
- **C)** Hybrid → Fine-tune embeddings, prompt engineer LLM

**Provisional Answer:**
Recommend **Option C** (hybrid):

- **Fine-tune:** Embeddings (BioGPT/PubMedBERT) for better retrieval
- **Prompt engineering:** LLM (GPT-4) for generation
- **Benefits:** Best of both worlds

---

#### Q20: Model Evaluation

**Question:** What's the strategy for model evaluation and benchmarking?
**Impact:** MEDIUM - Affects quality assurance
**Options:**

- **A)** Manual evaluation by medical experts
- **B)** Automated benchmarks (MedQA, PubMedQA)
- **C)** Hybrid

**Provisional Answer:**
Recommend **Option C** (hybrid):

- **Automated:** Use MedQA, PubMedQA, USMLE questions
- **Manual:** Clinical experts review 100 sample queries
- **Continuous:** A/B testing in production with feedback

---

#### Q21: Multi-Modal AI Use Cases

**Question:** What medical image analysis use cases are highest priority?
**Impact:** MEDIUM - Affects Milestone 6
**Options:** Rank priority:

- [ ] Radiology (X-ray, CT, MRI)
- [ ] Dermatology (skin lesions)
- [ ] Pathology (microscopy)
- [ ] Wound assessment
- [ ] ECG interpretation

**Provisional Answer:**
Recommend prioritization:

1. **Dermatology** (P1) - Simpler, well-defined, large training datasets
2. **Wound assessment** (P1) - Useful for telehealth
3. **ECG interpretation** (P2) - Requires specialized models
4. **Radiology** (P3) - Most complex, liability concerns
5. **Pathology** (P3) - Requires specialized hardware

**Decision Needed By:** Week 45

---

#### Q22: Medical Image Datasets

**Question:** Do we have access to labeled medical image datasets?
**Impact:** HIGH - Affects Milestone 6
**Options:**

- **A)** Yes, licensed datasets → Train custom models
- **B)** No → Use pre-trained models only (GPT-4 Vision)

**Provisional Answer:**
Recommend **Option B** (pre-trained models) initially:

- GPT-4 Vision for general medical images
- Evaluate accuracy before investing in custom models
- Datasets available if needed:
  - HAM10000 (dermatology, free)
  - ChestX-ray14 (radiology, free)
  - MIMIC-CXR (radiology, requires license)

---

#### Q23: AI Diagnosis Liability

**Question:** What are the liability considerations for AI-assisted diagnosis?
**Impact:** HIGH - Legal/regulatory
**Options:**

- **A)** Decision support only (no diagnosis) → Lower liability
- **B)** Diagnostic assistance with disclaimers → Medium liability
- **C)** Full diagnostic system → High liability, FDA approval

**Provisional Answer:**
Recommend **Option A** (decision support only):

- Clear disclaimers: "For educational and decision support purposes only"
- "Not a substitute for professional medical judgment"
- "Always verify with primary sources and clinical guidelines"
- No direct diagnostic claims
- User acknowledgment on first use

**Decision Needed By:** Before any image analysis feature

---

### 6.6 Summary of Open Questions

**Total Questions:** 23
**Critical Decisions (needed before starting):** 8

- Q1: Design system availability
- Q2: Storybook setup
- Q6: Deployment strategy
- Q10: UpToDate licensing
- Q15: Offline mode PHI
- Q18: GPU infrastructure
- Q22: Medical image datasets
- Q23: AI diagnosis liability

**Medium Priority (needed by specific milestones):** 10
**Low Priority (can be decided later):** 5

---

## 7. Success Metrics

### 7.1 Technical Metrics

**Performance:**

- Frontend initial load: < 2s
- Time to interactive: < 3s
- API P95 latency: < 200ms
- Voice mode latency: < 500ms
- WebSocket connection stability: > 99%
- Cache hit rate: > 90%

**Quality:**

- Test coverage: > 80% (client), > 90% (backend)
- Code review completion: 100%
- Security vulnerabilities: 0 critical, 0 high
- Accessibility: WCAG 2.1 AA (automated + manual)
- TypeScript strict mode: 100%

**Reliability:**

- System uptime: > 99.9%
- Error rate: < 0.1%
- RTO: < 30 minutes
- RPO: < 1 minute

---

### 7.2 Business Metrics

**Adoption:**

- Monthly Active Users (MAU) - Target: 1,000 by Month 6
- Daily Active Users (DAU) - Target: 300 by Month 6
- DAU/MAU ratio: > 30%
- Feature adoption rates
- User retention (30-day): > 60%
- User retention (90-day): > 40%

**Satisfaction:**

- Net Promoter Score (NPS): > 50
- User satisfaction (CSAT): > 4.5/5
- Support ticket volume: < 5% of MAU
- Query success rate: > 85%

**Efficiency:**

- Time to answer: < 30 seconds
- Queries per session: 3-5 average
- Session duration: 5-10 minutes average
- Cost per query: decreasing trend

---

### 7.3 AI Quality Metrics

**RAG Performance:**

- Retrieval precision: > 85%
- Retrieval recall: > 80%
- Answer accuracy: > 90%
- Citation relevance: > 95%

**User Feedback:**

- Positive feedback rate: > 80%
- Correction rate: < 10%
- Query reformulation rate: < 20%
- Sources cited per answer: 2-4 average

---

## 8. Risk Management

### 8.1 High-Risk Items

**1. Frontend Development Timeline Overrun**

- **Risk:** 20-week timeline may extend due to complexity
- **Probability:** MEDIUM
- **Impact:** HIGH
- **Mitigation:**
  - Agile approach with 2-week sprints
  - MVP features first (defer nice-to-have)
  - Parallel development when possible
  - Buffer time in each phase
- **Contingency:**
  - Phased rollout (web app → admin panel → docs site)
  - Defer advanced features to Milestone 4+
  - Add developer if needed

---

**2. Voice Pipeline Complexity**

- **Risk:** Full voice pipeline (WebRTC, VAD, barge-in) more complex than estimated
- **Probability:** MEDIUM
- **Impact:** HIGH
- **Mitigation:**
  - Start with basic push-to-talk (Week 5)
  - Evaluate WebRTC early (Week 10)
  - Consider commercial solutions (Twilio, Agora)
  - Budget 3-4 weeks for full pipeline (Week 20)
- **Contingency:**
  - Use OpenAI Realtime API only (simpler)
  - Defer advanced features (VAD, barge-in) to Milestone 4

---

**3. External API Costs**

- **Risk:** UpToDate, OpenAI costs may exceed budget
- **Probability:** MEDIUM
- **Impact:** MEDIUM
- **Mitigation:**
  - Caching (Redis, IndexedDB)
  - Rate limiting per user
  - Cost monitoring dashboard
  - Monthly budget alerts
- **Contingency:**
  - Usage caps (queries per user per day)
  - Tiered access (free tier with limits)
  - Alternative providers (BioGPT instead of OpenAI)

---

**4. EMR Integration Complexity**

- **Risk:** FHIR integration more complex than estimated
- **Probability:** HIGH
- **Impact:** HIGH
- **Mitigation:**
  - Partner with EMR integration consultants
  - Use FHIR libraries (HAPI FHIR)
  - Start with read-only access
  - Extensive testing with sandbox environments
- **Contingency:**
  - Focus on most popular EMR systems first
  - Offer manual data entry as fallback
  - Defer to Milestone 7+ (Month 13+)

---

**5. Offline Mode PHI Security**

- **Risk:** PHI exposure in offline storage violates HIPAA
- **Probability:** LOW
- **Impact:** CRITICAL
- **Mitigation:**
  - Consult with HIPAA compliance officer early
  - Encrypted local storage (AES-256)
  - Auto-expiration of offline data
  - Compliance review before launch
- **Contingency:**
  - Non-PHI offline mode only
  - Require online connection for clinical features

---

**6. Medical AI Accuracy Issues**

- **Risk:** AI provides inaccurate medical information
- **Probability:** MEDIUM
- **Impact:** CRITICAL
- **Mitigation:**
  - Clear disclaimers throughout app
  - Multiple source citations required
  - Confidence scoring shown to user
  - Medical expert review of 100 sample queries
  - Automated benchmarks (MedQA, PubMedQA)
- **Contingency:**
  - More conservative responses
  - "Consult primary sources" warnings
  - Fallback to search-only mode

---

### 8.2 Medium-Risk Items

**7. Design System Delays**

- **Risk:** Creating design system from scratch takes longer than 2 weeks
- **Mitigation:** Use existing medical UI patterns, shadcn/ui base
- **Contingency:** Extend Phase 0 to 3 weeks if needed

**8. Accessibility Compliance**

- **Risk:** WCAG 2.1 AA not achieved on first pass
- **Mitigation:** Accessibility from day 1, axe-core testing, expert review
- **Contingency:** Dedicated accessibility sprint in Week 10

**9. Multi-Language Support**

- **Risk:** i18n adds complexity, slows development
- **Mitigation:** Start with English only, add i18n in Milestone 4
- **Contingency:** Defer to Milestone 5+ if budget allows translation services

**10. Performance Issues**

- **Risk:** Frontend performance below targets (< 2s load)
- **Mitigation:** Performance budget, code splitting, lazy loading, Lighthouse CI
- **Contingency:** Performance optimization sprint in Week 10

---

### 8.3 Low-Risk Items

**11. Third-Party Library Changes**

- **Risk:** Breaking changes in React, shadcn/ui, etc.
- **Mitigation:** Pin versions, review changelogs before updating
- **Contingency:** Minimal impact, update when convenient

**12. Team Availability**

- **Risk:** Developer illness, vacation, etc.
- **Mitigation:** Cross-training, documentation, overlap
- **Contingency:** Adjust timeline by 1-2 weeks if needed

---

## 9. Appendices

### Appendix A: Technology Stack Summary

**Frontend Core:**

- React 18.2+, TypeScript 5.0+
- Vite 5.0+, pnpm workspaces
- Tailwind CSS 3.4+, shadcn/ui, Radix UI
- Zustand 4.0+ (state)
- React Hook Form 7.0+ (forms)
- React Router 6.0+ (routing)

**Backend (Existing):**

- FastAPI, Python 3.11+
- PostgreSQL 15 (pgvector), Redis 7, Qdrant
- OpenAI GPT-4, OpenAI embeddings

**Testing:**

- Vitest (unit), Playwright (e2e)
- React Testing Library
- MSW (API mocking)

**CI/CD:**

- GitHub Actions
- Vercel or Netlify (frontend hosting)
- Docker (backend)

**Monitoring:**

- Sentry (client errors)
- Grafana stack (backend observability)

---

### Appendix B: Effort Estimation Summary

| Category                               | Subtotal Effort | Timeline      |
| -------------------------------------- | --------------- | ------------- |
| **Milestone 1: Frontend Foundation**   | 10 weeks        | Weeks 1-10    |
| **Milestone 2: Admin Panel & Voice**   | 10 weeks        | Weeks 11-20   |
| **Milestone 3: Advanced AI**           | 8 weeks         | Weeks 21-28   |
| **Milestone 4: Platform Enhancements** | 8 weeks         | Weeks 29-36   |
| **Milestone 5: External Integrations** | 8 weeks         | Weeks 37-44   |
| **Milestone 6: Advanced Features**     | 8 weeks         | Weeks 45-52   |
| **Total**                              | **52 weeks**    | **12 months** |

**Note:** Assumes 2-3 developers working in parallel. Some tasks can be parallelized.

---

### Appendix C: Document References

**Client Implementation Planning:**

- [Master Implementation Plan](MASTER_IMPLEMENTATION_PLAN.md) (original 20-week plan)
- [Technical Architecture](TECHNICAL_ARCHITECTURE.md)
- [Web App Feature Specs](WEB_APP_FEATURE_SPECS.md)
- [Admin Panel Feature Specs](ADMIN_PANEL_FEATURE_SPECS.md)
- [Docs Site Feature Specs](DOCS_SITE_FEATURE_SPECS.md)
- [Integration Guide](INTEGRATION_GUIDE.md)
- [Development Workflow](DEVELOPMENT_WORKFLOW.md)

**Continuous Improvement:**

- [Continuous Improvement Plan](../CONTINUOUS_IMPROVEMENT_PLAN.md) (comprehensive 52-week roadmap)
- [Continuous Improvement Summary](../CONTINUOUS_IMPROVEMENT_SUMMARY.md)

**Backend Phase Reports:**

- [Phase 4 Completion Report](../PHASE_04_COMPLETION_REPORT.md)
- [Phase 5 Completion Report](../PHASE_05_COMPLETION_REPORT.md)
- [Phase 6 Completion Report](../PHASE_06_COMPLETION_REPORT.md)
- [Implementation Status](../overview/IMPLEMENTATION_STATUS.md)

---

### Appendix D: Glossary

**Key Terms:**

- **RAG:** Retrieval-Augmented Generation
- **FHIR:** Fast Healthcare Interoperability Resources (HL7 standard)
- **OIDC:** OpenID Connect (authentication protocol)
- **PWA:** Progressive Web App
- **VAD:** Voice Activity Detection
- **PHI:** Protected Health Information (HIPAA)
- **WCAG:** Web Content Accessibility Guidelines
- **MVP:** Minimum Viable Product
- **MAU/DAU:** Monthly/Daily Active Users
- **NPS:** Net Promoter Score

---

## 10. Conclusion

This unified roadmap provides a comprehensive, reconciled plan for:

1. Completing all deferred backend features from Phases 4-6
2. Building three production-ready client applications
3. Adding platform enhancements (design system, i18n, PWA, telemetry)
4. Integrating external medical databases and EMR systems
5. Advancing AI capabilities (multi-modal, multi-hop, specialized models)

**Total Timeline:** 52 weeks (12 months) across 6 major milestones
**Total Features:** 98+ across all applications
**Team Size:** 2-3 developers (scaling to 4-6 for advanced features)

**Next Steps:**

1. Review and approve this roadmap
2. Answer the 23 open questions (8 critical, 10 medium, 5 low priority)
3. Begin Milestone 1, Week 1: Monorepo setup and design tokens
4. Establish monthly roadmap reviews to adjust priorities

---

**Document Version:** 2.0 (Reconciled)
**Author:** VoiceAssist Product Team
**Last Updated:** 2025-11-21
**Next Review:** After Milestone 1 completion (Week 10)
**Branch:** `client-roadmap-reconciliation`
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