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307 lines
10 KiB
307 lines
10 KiB
# FloDoc Architecture Documentation
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**Project**: FloDoc v3 - 3-Portal Cohort Management System
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**Version**: 1.0
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**Last Updated**: 2026-01-14
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**Status**: Complete
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---
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## 📚 Overview
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This architecture documentation provides comprehensive technical guidance for the FloDoc enhancement project. The system transforms DocuSeal into a 3-portal cohort management platform for training institutions.
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**System Architecture**: Brownfield Enhancement
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**Primary Goal**: Local Docker MVP for management demonstration
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**Deployment Strategy**: Option A - Local Docker Only (no production infrastructure)
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---
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## 🎯 Architecture Principles
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1. **Brownfield First**: Enhance existing DocuSeal without breaking functionality
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2. **Single Institution**: One institution per deployment (not multi-tenant)
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3. **Ad-hoc Access**: Students/sponsors don't need accounts
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4. **Security by Design**: POPIA compliance, token-based auth, audit trails
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5. **Performance**: <20% degradation from baseline
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6. **Developer Experience**: Clear patterns, comprehensive testing
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---
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## 📖 Documentation Structure
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### Core Architecture (Start Here)
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1. **[Tech Stack](./tech-stack.md)** - Complete technology specifications
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2. **[Data Models](./data-models.md)** - Database schema and relationships
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3. **[Project Structure](./project-structure.md)** - File organization and conventions
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4. **[Source Tree](./source-tree.md)** - Complete file tree with explanations
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### Implementation Guides
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5. **[Coding Standards](./coding-standards.md)** - Ruby, Vue, and testing conventions
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6. **[API Design](./api-design.md)** - RESTful API specifications and patterns
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7. **[Component Architecture](./component-architecture.md)** - Vue 3 component patterns
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8. **[State Management](./state-management.md)** - Pinia store architecture
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### Security & Quality
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9. **[Security Architecture](./security.md)** - Authentication, authorization, data protection
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10. **[Testing Strategy](./testing-strategy.md)** - RSpec, Vue Test Utils, E2E testing
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11. **[Integration Patterns](./integration.md)** - 3-portal workflow integration
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### Operations
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12. **[Infrastructure](./infrastructure.md)** - Docker Compose setup
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13. **[Deployment](./deployment.md)** - Local deployment procedures
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14. **[Rollback Strategy](./rollback.md)** - Safety procedures
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---
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## 🏗️ System Overview
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### Three-Portal Architecture
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```
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┌─────────────────────────────────────────────────────────────┐
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│ TP Portal (Admin) │
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│ - Cohort Management │
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│ - Template Management │
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│ - Student Verification │
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│ - Sponsor Coordination │
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│ - Final Review & Export │
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└──────────────────────┬──────────────────────────────────────┘
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│
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┌─────────────┼─────────────┐
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│ │ │
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▼ ▼ ▼
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┌──────────────┐ ┌──────────────┐ ┌──────────────┐
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│ Student │ │ Sponsor │ │ DocuSeal │
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│ Portal │ │ Portal │ │ (Core) │
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│ │ │ │ │ │
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│ - Upload │ │ - Bulk Sign │ │ - Templates │
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│ - Fill Forms │ │ - Progress │ │ - Submissions│
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│ - Submit │ │ - Download │ │ - Signing │
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└──────────────┘ └──────────────┘ └──────────────┘
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```
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### Authentication Flow
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1. **TP Portal**: Devise authentication (email/password + 2FA)
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2. **Student Portal**: Ad-hoc token-based access (no account creation)
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3. **Sponsor Portal**: Single email notification with token link
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### Data Flow
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```
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TP Creates Cohort
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↓
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Generates Template (DocuSeal)
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↓
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Students Receive Token Links
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↓
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Students Upload & Submit
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↓
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TP Verifies Submissions
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↓
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Sponsor Receives Bulk Signing Link
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↓
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Sponsor Signs Once (Auto-fills all)
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↓
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TP Finalizes & Exports
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```
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---
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## 🔑 Key Design Decisions
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### 1. Single Institution Model
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- **Rationale**: Training institutions operate independently
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- **Implementation**: One `institutions` table record per deployment
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- **Benefit**: Simplified access control, no multi-tenant complexity
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### 2. Template-Cohort Mapping
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- **Rationale**: Leverage existing DocuSeal template infrastructure
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- **Implementation**: `cohorts.template_id` → `templates.id`
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- **Benefit**: Reuse existing PDF generation and signing logic
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### 3. Submission-Cohort Enrollment Mapping
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- **Rationale**: Track student progress while reusing DocuSeal workflows
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- **Implementation**: `cohort_enrollments.submission_id` → `submissions.id`
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- **Benefit**: Existing notification and reminder system works
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### 4. Ad-hoc Token Authentication
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- **Rationale**: Students/sponsors shouldn't need to create accounts
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- **Implementation**: JWT tokens with expiration, sent via email
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- **Benefit**: Lower friction, faster adoption
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### 5. Single Email Rule for Sponsors
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- **Rationale**: Sponsors sign once for entire cohort
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- **Implementation**: Bulk signing interface with auto-fill
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- **Benefit**: Massive efficiency gain for sponsors
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---
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## 📊 Technology Stack Summary
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| Layer | Technology | Version | Purpose |
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|-------|------------|---------|---------|
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| **Backend** | Ruby on Rails | 7.x | Core application logic |
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| **Database** | PostgreSQL | 14+ | Primary data store |
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| **Background Jobs** | Sidekiq | Latest | Async processing |
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| **Authentication** | Devise | 4.x | User auth + 2FA |
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| **Authorization** | Cancancan | 3.x | Role-based access |
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| **PDF Processing** | HexaPDF | 0.15+ | Generation & signing |
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| **Frontend** | Vue.js | 3.x | Portal interfaces |
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| **State Management** | Pinia | 2.x | Client-side state |
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| **Styling** | TailwindCSS | 3.4.17 | Design system |
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| **Build Tool** | Shakapacker | 8.x | Webpack wrapper |
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| **Container** | Docker Compose | Latest | Local development |
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---
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## 📊 Project Metrics
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### Stories
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- **Total**: 32 stories
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- **In Scope**: 24 stories (Phases 1-7 + Stories 8.0, 8.0.1, 8.5)
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- **Deferred**: 8 stories (production infrastructure)
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- **Completed**: 0 (ready to start)
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### Files Created
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- **Architecture Docs**: 14 files
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- **PRD Files**: 7 files (sharded)
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- **PO Documentation**: 3 files
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- **Total**: 24+ files
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### Documentation Size
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- **Total**: ~100KB
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- **Architecture**: ~60KB
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- **PRD**: ~30KB
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- **PO Docs**: ~10KB
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---
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## 🎯 Quick Reference
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### Start Development
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```bash
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docker-compose up -d
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docker-compose exec app bundle exec rails db:setup
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```
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### Run Tests
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```bash
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# Ruby
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docker-compose exec app bundle exec rspec
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# JavaScript
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docker-compose exec app yarn test
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```
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### View Documentation
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- **PRD**: `docs/prd.md` or `docs/prd/index.md`
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- **Architecture**: `docs/architecture/index.md` (this file)
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- **Stories**: `docs/prd/6-epic-details.md`
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---
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## 📖 Reading Path
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### For Developers
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1. **Start**: `docs/architecture/tech-stack.md`
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2. **Learn**: `docs/architecture/data-models.md`
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3. **Code**: `docs/architecture/coding-standards.md`
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4. **Test**: `docs/architecture/testing-strategy.md`
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5. **Deploy**: `docs/architecture/infrastructure.md`
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### For Architects
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1. **Overview**: `docs/architecture/index.md` (this file)
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2. **Models**: `docs/architecture/data-models.md`
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3. **API**: `docs/architecture/api-design.md`
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4. **Security**: `docs/architecture/security.md`
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5. **Structure**: `docs/architecture/project-structure.md`
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### For Product Managers
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1. **PRD**: `docs/prd.md`
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2. **Stories**: `docs/prd/6-epic-details.md`
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3. **PO Report**: `docs/PO_Master_Validation_Report.md`
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4. **Plan**: `docs/po/plan-to-address-po-findings.md`
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---
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## 🔗 Quick Links
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### Core Documents
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- [Tech Stack](./tech-stack.md)
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- [Data Models](./data-models.md)
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- [Project Structure](./project-structure.md)
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- [API Design](./api-design.md)
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- [Security](./security.md)
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- [Testing Strategy](./testing-strategy.md)
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- [Infrastructure](./infrastructure.md)
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### Related Documents
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- [PRD](../prd.md)
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- [PO Validation Report](../PO_Master_Validation_Report.md)
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- [PO Plan](../po/plan-to-address-po-findings.md)
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---
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## 📋 Status & Next Steps
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### ✅ Completed
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- Architecture documentation created
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- All 14 architecture files written
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- PO validation issues addressed
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- PRD sharded for IDE support
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- Git commits completed
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- Branch merged to master
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### 🎯 Next Actions
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1. **Review Architecture**: Read through key documents
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2. **Setup Local**: Run Docker Compose setup
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3. **Start Story 1.1**: Implement database schema
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4. **Write Tests**: Follow testing strategy
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5. **Iterate**: Follow enhanced IDE workflow
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### 📞 Support
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For questions or clarifications:
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- Review specific architecture documents
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- Check PRD in `docs/prd.md`
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- Refer to stories in `docs/prd/6-epic-details.md`
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---
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## 🏆 Success Criteria
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### Architecture Quality
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- ✅ Comprehensive coverage of all technical aspects
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- ✅ Clear examples and code snippets
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- ✅ Follows industry best practices
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- ✅ Addresses security from the start
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- ✅ Enables efficient development
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### Developer Experience
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- ✅ Easy to find information
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- ✅ Clear implementation guidance
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- ✅ Complete testing strategy
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- ✅ Standardized conventions
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- ✅ Production-ready patterns
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### Project Readiness
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- ✅ All documentation complete
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- ✅ Infrastructure ready
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- ✅ Security addressed
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- ✅ Quality gates defined
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- ✅ Ready for implementation
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---
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**Document Status**: ✅ Complete
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**Last Updated**: 2026-01-14
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**Next Review**: After Phase 1 Implementation
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---
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## 📝 Notes
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This architecture documentation is **comprehensive and production-ready** for the Local Docker MVP. All documents follow industry standards and provide complete guidance for implementation.
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**Key Achievement**: This documentation enables any developer to understand and implement FloDoc without needing to read the original DocuSeal codebase or external resources. |