constellation-analyzer/docs/IMPLEMENTATION_CHECKLIST.md

# Temporal & Scenario Analysis - Implementation Checklist

## Phase 1: Core State Management (Week 1-2)

### Data Model Setup
- [ ] Create `/src/types/temporal.ts`
  - [ ] Define `StateType` enum
  - [ ] Define `TemporalMetadata` interface
  - [ ] Define `ScenarioMetadata` interface
  - [ ] Define `StateRelationship` interface
  - [ ] Define `AnalysisState` interface
  - [ ] Define `StateDiff` interface
  - [ ] Define `ActorJourney` interface
  - [ ] Define `Timeline` interface
  - [ ] Define `ScenarioTree` interface

- [ ] Update `/src/stores/persistence/types.ts`
  - [ ] Add `states` property to `ConstellationDocument`
  - [ ] Add `supportsStates` to document metadata
  - [ ] Ensure backward compatibility

- [ ] Create migration helper
  - [ ] Function to enable states for existing documents
  - [ ] Function to create initial state from current graph
  - [ ] Test migration with sample documents

### State Store Implementation
- [ ] Create `/src/stores/stateStore.ts`
  - [ ] Basic store structure with Zustand
  - [ ] State CRUD operations
    - [ ] `createState()`
    - [ ] `loadState()`
    - [ ] `deleteState()`
    - [ ] `updateStateMetadata()`
  - [ ] State retrieval
    - [ ] `getState()`
    - [ ] `getAllStates()`
    - [ ] `getStatesByType()`
  - [ ] Navigation helpers
    - [ ] `getNextState()`
    - [ ] `getPreviousState()`

### Snapshot Functionality
- [ ] Create `/src/utils/stateSnapshot.ts`
  - [ ] `captureCurrentGraph()` - serialize current graph state
  - [ ] `restoreGraphFromState()` - load state into graph
  - [ ] `validateStateData()` - ensure data integrity
  - [ ] Handle edge cases (empty graph, large graphs)

### Basic UI Integration
- [ ] Update `/src/components/Toolbar/Toolbar.tsx`
  - [ ] Add "Capture State" button
  - [ ] Add current state indicator
  - [ ] Add loading/saving state indicators

- [ ] Create `/src/components/TemporalAnalysis/StateSelector.tsx`
  - [ ] Basic dropdown UI
  - [ ] List all states
  - [ ] Click to load state
  - [ ] Show current state indicator
  - [ ] Search/filter functionality

- [ ] Create hooks
  - [ ] `/src/hooks/useStateManagement.ts`
  - [ ] `useCurrentState()`
  - [ ] `useCaptureState()`
  - [ ] `useLoadState()`

### Integration with Workspace
- [ ] Update `/src/stores/workspaceStore.ts`
  - [ ] Add `captureCurrentState()` action
  - [ ] Add `restoreState()` action
  - [ ] Ensure states saved with document
  - [ ] Handle state data in export/import

### Testing
- [ ] Test state creation
- [ ] Test state loading
- [ ] Test state persistence
- [ ] Test with empty graphs
- [ ] Test with large graphs (100+ nodes)
- [ ] Test edge cases (missing data, corrupted states)

---

## Phase 2: Temporal Analysis (Week 3-4)

### Timeline Data Management
- [ ] Extend `/src/stores/stateStore.ts`
  - [ ] Timeline CRUD operations
    - [ ] `createTimeline()`
    - [ ] `deleteTimeline()`
    - [ ] `updateTimeline()`
  - [ ] Timeline state management
    - [ ] `addStateToTimeline()`
    - [ ] `removeStateFromTimeline()`
    - [ ] `reorderTimeline()`
  - [ ] Timeline queries
    - [ ] `getStatesByTimeline()`
    - [ ] `getTimelineStates()` (ordered)

### Temporal Metadata
- [ ] Create `/src/components/TemporalAnalysis/StateMetadataEditor.tsx`
  - [ ] Temporal metadata form
    - [ ] Date/time picker
    - [ ] Sequence number input
    - [ ] Label input
    - [ ] Period range inputs
  - [ ] Display format selector
  - [ ] Notes/description textarea
  - [ ] Tags input

### Timeline Panel UI
- [ ] Create `/src/components/TemporalAnalysis/TimelinePanel.tsx`
  - [ ] Horizontal timeline visualization
  - [ ] State markers on timeline
  - [ ] Click to load state
  - [ ] Drag to scrub timeline
  - [ ] Zoom in/out on timeline
  - [ ] Pan timeline horizontally
  - [ ] State creation controls
  - [ ] Timeline selector dropdown (multiple timelines)

- [ ] Timeline styling
  - [ ] Color-coded state markers
  - [ ] Current state highlight
  - [ ] Hover effects
  - [ ] Responsive design
  - [ ] Collapsible panel

### Timeline Navigation
- [ ] Add keyboard shortcuts
  - [ ] `←` Previous state in timeline
  - [ ] `→` Next state in timeline
  - [ ] `Home` First state
  - [ ] `End` Last state

- [ ] Navigation buttons
  - [ ] Previous/Next buttons
  - [ ] Jump to start/end
  - [ ] State counter (e.g., "3 of 12")

### Integration
- [ ] Update `/src/App.tsx`
  - [ ] Add TimelinePanel to layout
  - [ ] Handle panel visibility toggle
  - [ ] Handle panel resize

- [ ] Update `/src/components/Menu/MenuBar.tsx`
  - [ ] Add "States" menu
  - [ ] "View Timeline" action
  - [ ] "Create Timeline" action

### Testing
- [ ] Test timeline creation
- [ ] Test state ordering
- [ ] Test timeline navigation
- [ ] Test keyboard shortcuts
- [ ] Test with multiple timelines
- [ ] Test timeline visualization with many states (20+)

---

## Phase 3: Comparison & Diff Analysis (Week 5-6)

### Diff Calculation Engine
- [ ] Create `/src/utils/stateDiff.ts`
  - [ ] `calculateStateDiff()` function
  - [ ] Actor comparison logic
    - [ ] Detect added actors
    - [ ] Detect removed actors
    - [ ] Detect modified actors (label, type, position, metadata)
  - [ ] Relation comparison logic
    - [ ] Detect added relations
    - [ ] Detect removed relations
    - [ ] Detect modified relations (type, directionality, strength)
  - [ ] Summary statistics calculation
  - [ ] Performance optimization for large graphs

- [ ] Create `/src/hooks/useStateDiff.ts`
  - [ ] `useComparison()` hook
  - [ ] `useDiffCalculation()` hook
  - [ ] Memoization for expensive calculations

### Visual Diff on Graph
- [ ] Create `/src/components/Editor/DiffOverlay.tsx`
  - [ ] Overlay mode component
  - [ ] Color coding for changes
    - [ ] Green for added (actors/relations)
    - [ ] Red for removed (actors/relations)
    - [ ] Yellow/orange for modified
  - [ ] Change badges/icons on nodes
  - [ ] Toggle overlay on/off
  - [ ] Opacity control for overlay

- [ ] Update `/src/components/Editor/GraphEditor.tsx`
  - [ ] Integrate DiffOverlay
  - [ ] Apply diff styling to nodes/edges
  - [ ] Animated transitions for diff highlights

### Comparison View UI
- [ ] Create `/src/components/TemporalAnalysis/ComparisonView.tsx`
  - [ ] Modal/panel for comparison
  - [ ] State selectors (From/To)
  - [ ] Comparison mode selector
    - [ ] Side-by-side
    - [ ] Overlay
    - [ ] Tabbed
  - [ ] Graph visualization for both states
  - [ ] Synchronized panning/zooming
  - [ ] Difference highlighting
  - [ ] Summary statistics panel

- [ ] Create `/src/components/TemporalAnalysis/StateDiffViewer.tsx`
  - [ ] List of changes (actors/relations)
  - [ ] Filter by change type (added/removed/modified)
  - [ ] Click to highlight on graph
  - [ ] Export changes as report

### Change Summary
- [ ] Create `/src/components/TemporalAnalysis/ChangeSummary.tsx`
  - [ ] Statistics dashboard
    - [ ] Total actors (before/after)
    - [ ] Total relations (before/after)
    - [ ] Added/removed/modified counts
  - [ ] Change breakdown by type
  - [ ] Visual charts (pie chart, bar chart)
  - [ ] Export to CSV/JSON

### Quick Compare
- [ ] Add to TimelinePanel
  - [ ] "Compare" button on state markers
  - [ ] Right-click context menu "Compare with..."
  - [ ] Select two states to compare

- [ ] Add to state selector
  - [ ] Checkbox mode to select multiple states
  - [ ] "Compare Selected" button

### Export Comparison Report
- [ ] Report generation
  - [ ] PDF export with diff summary
  - [ ] JSON export of diff data
  - [ ] HTML report with interactive visualization
  - [ ] Include screenshots of both states

### Testing
- [ ] Test diff calculation accuracy
- [ ] Test with various graph sizes
- [ ] Test comparison view UI
- [ ] Test visual diff overlay
- [ ] Test export functionality
- [ ] Performance test with large diffs

---

## Phase 4: Scenario Branching (Week 7-8)

### Scenario Data Model
- [ ] Extend `/src/stores/stateStore.ts`
  - [ ] Scenario tree management
    - [ ] `createScenarioBranch()`
    - [ ] `addStateToScenario()`
    - [ ] `deleteScenarioBranch()`
  - [ ] Scenario queries
    - [ ] `getStatesByScenario()`
    - [ ] `getScenarioTree()`
    - [ ] `getScenarioBranches()`

### Scenario Creation UI
- [ ] Create `/src/components/TemporalAnalysis/ScenarioCreator.tsx`
  - [ ] "Branch from here" button/dialog
  - [ ] Scenario metadata form
    - [ ] Label input
    - [ ] Description textarea
    - [ ] Assumptions list input
    - [ ] Probability/confidence selector
    - [ ] Color picker for branch
  - [ ] Parent state selection
  - [ ] Create and switch to scenario

### Scenario Tree Visualization
- [ ] Extend TimelinePanel for scenarios
  - [ ] Vertical branching layout
  - [ ] Branch lines/connectors
  - [ ] Branch labels
  - [ ] Branch color coding
  - [ ] Collapse/expand branches
  - [ ] Scenario navigation controls

- [ ] Alternative: Tree view component
  - [ ] Hierarchical tree visualization
  - [ ] Collapsible nodes
  - [ ] Click to load state
  - [ ] Branch context menu (edit, delete, compare)

### Scenario Metadata Editor
- [ ] Update StateMetadataEditor
  - [ ] Scenario-specific fields
  - [ ] Assumptions editor (add/remove/edit)
  - [ ] Probability slider
  - [ ] Confidence level selector
  - [ ] Branch color picker

### Scenario Navigation
- [ ] Scenario switcher
  - [ ] Dropdown to select branch
  - [ ] Filter timeline by scenario
  - [ ] Visual indicator of current branch

- [ ] Branch comparison
  - [ ] "Compare branches" action
  - [ ] Select multiple scenarios
  - [ ] Side-by-side comparison
  - [ ] Outcome analysis

### Integration
- [ ] Update menu bar
  - [ ] "Create Scenario" menu item
  - [ ] "Manage Scenarios" menu item

- [ ] Update state selector
  - [ ] Group states by scenario
  - [ ] Scenario branch indicators

### Testing
- [ ] Test scenario creation
- [ ] Test branch visualization
- [ ] Test scenario navigation
- [ ] Test with multiple branches
- [ ] Test nested scenarios (if supported)
- [ ] Test scenario deletion

---

## Phase 5: Actor Tracking & Journeys (Week 9-10)

### Journey Calculation
- [ ] Create `/src/utils/actorJourney.ts`
  - [ ] `getActorJourney()` function
  - [ ] Track actor across states
  - [ ] Detect first/last appearance
  - [ ] Calculate property changes
  - [ ] Track relationship evolution
  - [ ] Performance optimization

- [ ] Create `/src/hooks/useActorJourney.ts`
  - [ ] `useActorJourney()` hook
  - [ ] `useMultiActorJourney()` hook
  - [ ] Memoization

### Journey Viewer UI
- [ ] Create `/src/components/TemporalAnalysis/ActorJourneyViewer.tsx`
  - [ ] Actor selection interface
    - [ ] Dropdown or autocomplete
    - [ ] Search by label
    - [ ] Select from graph click
  - [ ] Timeline visualization
    - [ ] Horizontal timeline
    - [ ] Actor appearance markers
    - [ ] Property change indicators
  - [ ] Property evolution display
    - [ ] Label changes
    - [ ] Type changes
    - [ ] Position changes
  - [ ] Relationship changes display
    - [ ] Relations added/removed
    - [ ] Relation type changes
    - [ ] Relation strength changes

### Multi-Actor Comparison
- [ ] Select multiple actors
- [ ] Overlay journeys on same timeline
- [ ] Compare property evolution
- [ ] Compare relationship dynamics
- [ ] Identify interaction points

### Journey Export
- [ ] Export journey data
  - [ ] CSV export
  - [ ] JSON export
  - [ ] PDF report with visualizations
- [ ] Include:
  - [ ] Actor metadata
  - [ ] State sequence
  - [ ] Property changes
  - [ ] Relationship changes
  - [ ] Summary statistics

### Integration
- [ ] Add to right panel
  - [ ] "View Journey" button on actor selection
  - [ ] Quick journey view

- [ ] Add to menu bar
  - [ ] "Actor Journeys" menu item
  - [ ] Keyboard shortcut (Ctrl+J)

### Testing
- [ ] Test journey calculation
- [ ] Test with various actor types
- [ ] Test with actors that appear/disappear
- [ ] Test multi-actor comparison
- [ ] Test export functionality

---

## Phase 6: Animation & Presentation (Week 11-12)

### Animation Engine
- [ ] Create `/src/utils/stateAnimation.ts`
  - [ ] `interpolateStates()` function
  - [ ] Position interpolation
  - [ ] Opacity interpolation (fade in/out)
  - [ ] Size interpolation
  - [ ] Color interpolation
  - [ ] Easing functions (linear, ease-in-out, etc.)

- [ ] Create `/src/hooks/useStateAnimation.ts`
  - [ ] `useAnimation()` hook
  - [ ] Animation state management
  - [ ] Frame rate control
  - [ ] Performance optimization

### Animation Controls
- [ ] Create `/src/components/TemporalAnalysis/StateAnimator.tsx`
  - [ ] Play/pause button
  - [ ] Step forward/backward buttons
  - [ ] Speed control slider
  - [ ] Loop toggle
  - [ ] Progress bar
  - [ ] Frame counter
  - [ ] Quality settings (performance vs. smoothness)

- [ ] Integrate with TimelinePanel
  - [ ] Animation controls bar
  - [ ] Visual playhead on timeline
  - [ ] Click timeline to jump to state

### Animation Modes
- [ ] Sequential (state A → B → C)
- [ ] Comparison (fade between two states)
- [ ] Journey (follow actor across states)
- [ ] Custom sequence (user-selected states)

### Presentation Mode
- [ ] Create `/src/components/TemporalAnalysis/PresentationMode.tsx`
  - [ ] Full-screen mode
  - [ ] Slideshow interface
  - [ ] State sequence selector
  - [ ] Auto-advance with timer
  - [ ] Manual navigation (arrow keys)
  - [ ] Annotation overlays
    - [ ] Title for each state
    - [ ] Notes/narration text
    - [ ] Key insights callouts
  - [ ] Exit presentation (Esc key)

### Export Capabilities (Stretch Goal)
- [ ] Export animation
  - [ ] Animated GIF export
  - [ ] Video export (WebM/MP4) - may require server-side
  - [ ] Frame sequence export (PNG images)
  - [ ] Interactive HTML export

### Integration
- [ ] Add to menu bar
  - [ ] "Animate Timeline" menu item
  - [ ] "Presentation Mode" menu item
  - [ ] Keyboard shortcut (Ctrl+Shift+P)

- [ ] Add to timeline panel
  - [ ] Play button
  - [ ] Presentation mode button

### Testing
- [ ] Test animation smoothness
- [ ] Test with various animation speeds
- [ ] Test with large state transitions
- [ ] Test presentation mode navigation
- [ ] Performance test with complex graphs
- [ ] Test on different screen sizes

---

## Phase 7: ChromaDB Integration (Week 13-14)

### ChromaDB Setup
- [ ] Install ChromaDB dependencies
  - [ ] Add to package.json
  - [ ] Configure ChromaDB client

- [ ] Create `/src/utils/chromaIntegration.ts`
  - [ ] Initialize ChromaDB client
  - [ ] Connection management
  - [ ] Error handling

### Collection Setup
- [ ] Create collections
  - [ ] `constellation_states` - state metadata
  - [ ] `actor_journeys` - actor trajectories
  - [ ] `state_comparisons` - cached comparisons
  - [ ] `annotations` - user notes and insights

- [ ] Define schemas
  - [ ] Metadata fields
  - [ ] Embedding strategies
  - [ ] Query filters

### State Indexing
- [ ] Create indexing functions
  - [ ] `indexState()` - index single state
  - [ ] `batchIndexStates()` - index multiple states
  - [ ] `updateStateIndex()` - update existing index
  - [ ] `removeStateIndex()` - remove from index

- [ ] Generate embeddings
  - [ ] Combine label, description, notes, assumptions
  - [ ] Use ChromaDB's built-in embedding
  - [ ] Handle long text (truncation/summarization)

### Semantic Search
- [ ] Create search functions
  - [ ] `searchStates()` - general search
  - [ ] `findSimilarStates()` - similarity search
  - [ ] `searchByTags()` - tag-based search
  - [ ] `searchByTimeRange()` - temporal search

- [ ] Create `/src/components/TemporalAnalysis/StateSearch.tsx`
  - [ ] Search input
  - [ ] Search filters (type, timeline, scenario, tags)
  - [ ] Results list
  - [ ] Click to load state
  - [ ] Relevance scoring display

### Pattern Recognition
- [ ] Implement pattern detection
  - [ ] Identify similar network structures
  - [ ] Find recurring patterns
  - [ ] Detect anomalies
  - [ ] Trend analysis

- [ ] Create pattern visualization
  - [ ] Display pattern clusters
  - [ ] Highlight similar states
  - [ ] Generate insights

### Annotation Storage
- [ ] Store annotations in ChromaDB
  - [ ] Link to specific states
  - [ ] Link to specific changes
  - [ ] Support rich text
  - [ ] Support tags

- [ ] Create annotation search
  - [ ] Search within annotations
  - [ ] Find states by annotation content

### Caching Strategy
- [ ] Cache diff calculations
  - [ ] Store diff results in ChromaDB
  - [ ] Retrieve cached diffs
  - [ ] Invalidate cache on state changes

- [ ] Cache journey calculations
  - [ ] Store journey data
  - [ ] Update on relevant state changes

### Integration
- [ ] Add to state store
  - [ ] `indexStateForSearch()` action
  - [ ] `searchStates()` action

- [ ] Add to UI
  - [ ] Search box in state selector
  - [ ] "Find similar" button on states
  - [ ] Pattern insights panel

### Testing
- [ ] Test indexing performance
- [ ] Test search accuracy
- [ ] Test similarity detection
- [ ] Test caching effectiveness
- [ ] Test with large state collections (100+ states)

---

## Phase 8: Advanced Features (Week 15-16)

### Automatic State Capture
- [ ] Implement auto-capture
  - [ ] Periodic snapshots (e.g., every 10 minutes)
  - [ ] Significant change detection (threshold-based)
  - [ ] User-configurable triggers
  - [ ] Auto-cleanup of old snapshots

- [ ] Settings UI
  - [ ] Enable/disable auto-capture
  - [ ] Configure frequency
  - [ ] Configure retention policy

### State Templates
- [ ] Template creation
  - [ ] Save state as template
  - [ ] Template metadata (name, description, category)
  - [ ] Template preview

- [ ] Template application
  - [ ] Browse template library
  - [ ] Apply template to create new state
  - [ ] Customize template on application

- [ ] Template management
  - [ ] Edit templates
  - [ ] Delete templates
  - [ ] Import/export templates

### Collaborative Features (Stretch Goal)
- [ ] Sharing
  - [ ] Export shareable link to timeline
  - [ ] Export shareable link to scenario
  - [ ] Embed code for presentations

- [ ] Comments
  - [ ] Comment on specific states
  - [ ] Reply to comments
  - [ ] @mentions
  - [ ] Resolve comments

- [ ] Approvals (Stretch Goal)
  - [ ] Submit state for review
  - [ ] Approve/reject states
  - [ ] Review workflow

### Advanced Analytics
- [ ] Network metrics over time
  - [ ] Density evolution
  - [ ] Centrality changes
  - [ ] Clustering coefficient
  - [ ] Path lengths

- [ ] Statistical analysis
  - [ ] Correlation analysis
  - [ ] Regression models
  - [ ] Predictive analytics

- [ ] Export to analysis tools
  - [ ] Export time-series data
  - [ ] Export to CSV for Excel/R/Python
  - [ ] API for external tools

### Testing
- [ ] Test auto-capture functionality
- [ ] Test template system
- [ ] Test collaborative features
- [ ] Test analytics calculations
- [ ] Integration testing with all phases

---

## Final Polish & Documentation

### Performance Optimization
- [ ] Profile performance bottlenecks
- [ ] Optimize diff calculation
- [ ] Optimize rendering for many states
- [ ] Lazy loading for large timelines
- [ ] Implement virtualization where needed

### Error Handling
- [ ] Graceful degradation for missing data
- [ ] User-friendly error messages
- [ ] Rollback on failed operations
- [ ] Data validation throughout

### Accessibility
- [ ] Keyboard navigation for all features
- [ ] Screen reader support
- [ ] High contrast mode support
- [ ] Focus indicators
- [ ] ARIA labels

### Documentation
- [ ] User guide (see TEMPORAL_QUICK_START.md)
  - [ ] Getting started tutorial
  - [ ] Feature walkthroughs
  - [ ] Best practices
  - [ ] FAQ

- [ ] Developer documentation
  - [ ] API reference
  - [ ] Type definitions
  - [ ] Architecture overview
  - [ ] Extension guide

- [ ] Video tutorials
  - [ ] Overview video
  - [ ] Feature-specific videos
  - [ ] Advanced use cases

### Testing
- [ ] Unit tests for all utilities
- [ ] Integration tests for stores
- [ ] Component tests for UI
- [ ] E2E tests for workflows
- [ ] Performance benchmarks
- [ ] User acceptance testing

### Release
- [ ] Version bump
- [ ] Changelog
- [ ] Migration guide for existing users
- [ ] Announcement post/blog
- [ ] Update README

---

## Success Metrics

Track these metrics post-release:

- [ ] Feature adoption rate
  - [ ] % of users who enable states
  - [ ] % of documents with states
  - [ ] Average states per document

- [ ] Usage patterns
  - [ ] Temporal vs. scenario usage
  - [ ] Most used features (comparison, animation, journeys)
  - [ ] Average session time with states

- [ ] Performance
  - [ ] State creation time
  - [ ] Diff calculation time
  - [ ] Animation frame rate
  - [ ] ChromaDB query latency

- [ ] User satisfaction
  - [ ] User feedback/ratings
  - [ ] Support tickets related to states
  - [ ] Feature requests

---

## Notes

- Each phase builds on the previous one
- Test thoroughly before moving to next phase
- Gather user feedback early and often
- Iterate based on actual usage patterns
- Keep performance in mind throughout
- Document as you go

**Current Status**: Not started
**Next Step**: Begin Phase 1 - Core State Management