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constellation-analyzer/docs/IMPLEMENTATION_CHECKLIST.md
Jan-Henrik Bruhn f0862650f4 doc: move some plans around
2025-10-11 22:08:53 +02:00

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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