shoc-frontend-new/docs/FEATURE_PRIORITIZATION.md

Feature Prioritization Matrix — Sea Haven

Source of truth for legacy → domain/ + app/ migration order. Machine-readable config: src/config/feature-priorities.ts.

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Stakeholder decisions

Decision	Detail
Top priority	auth and work-orders
End-to-end POC	auth + work-orders (list) — validate Ky, React Query, layout shell and AuthProvider
Other features	Flexible order, guided by technical dependencies (waves below)
POC does not include	pm-schedules (deferred to Wave 4)

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Full matrix

Order	Feature	Tier	Wave	Legacy folder	Routes	LOC ~	Dependencies
1	auth	POC	0	pages/auth/	/login	513	—
2	work-orders (list)	POC	0	pages/workorders/ (list)	/workorders	4.3k*	auth
3	work-orders (form + view)	must-have	1	pages/workorders/	/workorders/new, /workorders/:id, /workorders/edit/:id	4.3k*	auth, work-orders (list), settings/dropdowns, accounts, locations, employees
4	dashboard	must-have	1	pages/Dashboard.js	/, /dashboard	253	auth
5	settings/dropdowns	must-have	1	pages/settings/ (DropdownOptions)	/settings/dropdowns	866*	auth
6	accounts	must-have	2	pages/accounts/	/accounts, /accounts/new, /accounts/edit/:id	745	auth
7	locations	must-have	2	pages/locations/	/locations, /locations/new, /locations/edit/:id	1.1k	auth, accounts
8	employees	must-have	2	pages/employees/	/employees, /employees/new, /employees/edit/:id	1.9k	auth
9	vendors	should-have	3	pages/vendors/	/vendors, /vendors/new, /vendors/edit/:id	610	auth, work-orders (full)
10	vendor-pos	should-have	3	pages/vendor-pos/	/vendor-pos, /vendor-pos/:id	1k	auth, work-orders (full)
11	uplifts	should-have	3	pages/uplifts/	/uplifts	317	auth, work-orders (full)
12	follow-ups	should-have	3	pages/followup/	/followups, /followups/new, /followups/edit/:id	1.3k	auth, employees, accounts, locations
13	contacts	should-have	3	pages/contacts/	/contacts, /contacts/new, /contacts/edit/:id	1.1k	auth
14	settings/task-templates	should-have	3	pages/settings/ (TaskTemplates)	/settings/task-templates	866*	auth, work-orders (full)
15	calendar	later	4	pages/calendar/	/calendar, /calendar/new, /calendar/edit/:id	1.9k	auth
16	vendor-portal	later	4	pages/vendor-portal/	/v/:token, /v/:token/dashboard, /v/:token/pos, /v/:token/dispatch/:id	1.4k	auth, vendors
17	pm-schedules	later	4	pages/PmSchedule/	/pmschedules, /pmschedules/new, /pmschedules/edit/:id	1.1k	auth
18	assets	later	4	pages/assets/	/assets, /assets/new, /assets/edit/:id	638	auth, accounts
19	reports / documents	later	4	— (no implementation)	/reports, /documents (menu only)	—	auth

* LOC for the entire folder; POC scope uses only the list submodule.

Legacy complexity (reference)

Feature	Complexity	Notes
auth	Low	Replace Redux/tokenUtility with AuthProvider + cookies
dashboard	Medium	Real KPIs via GET /Dashboard/Stats
work-orders	High	Monolithic view; dispatch, checklist, signoff
contacts	High	Legacy form stub (save TODO) — rewrite with RHF + Zod
employees	High	Large form
vendor-portal	High	URL token auth + signature
calendar	High	FullCalendar wrapper
pm-schedules	Medium	Legacy API bugs (PmSchedule/Create vs Save)

---

Dependency graph

flowchart TD
  subgraph wave0 [Wave0_POC]
    auth[auth]
    woList[work_orders_list]
  end
  subgraph wave1 [Wave1_MustHave]
    woFull[work_orders_full]
    dash[dashboard]
    dropdowns[settings_dropdowns]
  end
  subgraph wave2 [Wave2_Dependencies]
    accounts[accounts]
    locations[locations]
    employees[employees]
  end
  subgraph wave3 [Wave3_ShouldHave]
    vendors[vendors]
    vendorPos[vendor_pos]
    uplifts[uplifts]
    followups[follow_ups]
    contacts[contacts]
    settingsTpl[task_templates]
  end
  subgraph wave4 [Wave4_Later]
    calendar[calendar]
    vendorPortal[vendor_portal]
    pmSched[pm_schedules]
    assets[assets]
    reports[reports_documents]
  end
  auth --> woList
  woList --> woFull
  dropdowns --> woFull
  accounts --> woFull
  locations --> woFull
  employees --> woFull
  woFull --> vendors
  vendors --> vendorPortal
  woFull --> vendorPos
  woFull --> uplifts

Waves (summary)

Wave	Tier	Features
0	POC	auth, work-orders (list)
1	must-have	work-orders (full), dashboard, settings/dropdowns
2	must-have	accounts, locations, employees
3	should-have	vendors, vendor-pos, uplifts, follow-ups, contacts, settings/task-templates
4	later	calendar, vendor-portal, pm-schedules, assets, reports/documents

accounts and locations can progress in parallel with the WO view if the list POC uses data already available in the backend; the order above is the minimum sequence for the full WO form.

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Legacy gaps and cleanup

Item	Location	Migration action
Duplicate dashboard	pages/dashboard/ (mock prototype)	Not routed — ignore; use only pages/Dashboard.js as reference
Orphan login	pages/user/api.js	Delete in Phase 1 (Ky + auth); duplicates pages/auth/ flow
Ghost menu	Sidebar.js → Reports /reports, Documents /documents	No routes or pages — implement from scratch (Wave 4) or remove from menu in config/menu.ts
Incomplete contacts form	pages/contacts/form/	Do not port stub; rewrite with RHF + Zod in Wave 3
PM schedules API	pages/PmSchedule/	Document Create vs Save inconsistency; fix in rewrite

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"Done" criteria per feature

A feature is done when all items below are met:

1. domain/<feature>/ — Zod schemas, hooks/use-cases, types; no imports from pages/, Redux, axios or apiUtil
2. app/ — thin views (list, form, view as scoped) registered in app/routes.tsx
3. api/api-paths.ts — feature endpoints centralized; responses via handle-api-response.ts
4. infra/query-key/query-key.ts — feature query keys
5. Protected route — navigation via config/menu.ts (when applicable to the wave)
6. Delete legacy — pages/<feature>/ folder (or equivalent files) removed after validation
7. No regression — main flow tested manually or with Vitest (when available)

Done criteria for special scope

Scope	Additional criterion
POC auth	Login/logout with httpOnly cookies; AuthProvider replaces Redux + tokenUtility
POC work-orders list	Paginated/filtered list with Ky + RQ; no form/view in this delivery
work-orders full	Form + view (dispatch, checklist, signoff) functional
settings/dropdowns	Problem/Trade/SubTrade dropdowns available for WO form
reports/documents	Explicit decision: implement feature or remove menu links

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References

• Architecture plan: ARCHITECTURE_PLAN.md
• IrisLoan conventions: .cursor/rules/seahaven-admin.mdc
• Legacy routes: src/App.js
• Legacy menu: src/components/Sidebar.js