ca-grow-ops-manager/docs/AUDIT-DAILY-WALKTHROUGH.md

# Spec Compliance Audit - Daily Walkthrough Feature

**Date**: 2025-12-09  
**Auditor**: AI Assistant  
**Team Input**: 777 Wolfpack  
**Status**: ✅ Compliant with Amendments

---

## 🎯 Executive Summary

The **Daily Facility Walkthrough** feature requested by 777 Wolfpack is:

- ✅ **Aligned** with project constitution
- ✅ **Fits** within existing architecture
- ⚠️ **Requires** schema additions
- 🔴 **CRITICAL** - Should be elevated to Phase 1

**Recommendation**: Implement as **Phase 1.5** (between current Phase 1 and Phase 2)

---

## 📊 Compliance Matrix

| Requirement | Existing Spec | Status | Notes |
|-------------|---------------|--------|-------|
| Daily walkthrough checklist | Tasks & Scheduling | ✅ Partial | Needs specialized walkthrough model |
| Reservoir checks | ❌ Not covered | 🔴 New | Requires new data model |
| Irrigation system checks | ❌ Not covered | 🔴 New | Requires new data model |
| Plant health spot checks | ❌ Not covered | 🔴 New | Requires new data model |
| Photo attachments | Tasks & Scheduling | ✅ Covered | Already in Task model |
| Zone-based organization | Batches & Rooms | ✅ Covered | Maps to Room model |
| Mobile-first UI | ✅ In progress | ✅ Covered | Sprint 2.5 |
| Offline support | Tasks & Scheduling | ✅ Planned | Non-functional req |

---

## 🏗️ Architecture Fit

### Existing Models (Can Reuse)

- ✅ **User**: For walkthrough assignment
- ✅ **Room**: Maps to zones (Veg Up, Veg Down, Flower Up, Flower Down)
- ✅ **Batch**: Context for plant health checks
- ✅ **Task**: Can create daily walkthrough as recurring task

### New Models Required

- 🔴 **DailyWalkthrough**: Parent model for walkthrough session
- 🔴 **ReservoirCheck**: Tank level checks
- 🔴 **IrrigationCheck**: Dripper and water system checks
- 🔴 **PlantHealthCheck**: Plant inspection and pest checks

### Schema Impact

- **New tables**: 4
- **New enums**: 4
- **Existing tables modified**: 0
- **Breaking changes**: None

---

## 📋 Constitution Compliance

### Principle 1: Opinionated & Simple

✅ **PASS**: Daily walkthrough is a single, guided workflow  

- ≤ 3 screens to complete
- Clear, linear progression
- No feature bloat

### Principle 2: Floor-Optimized

✅ **PASS**: Designed for mobile/tablet use  

- Big tap targets (44×44px minimum)
- Dark mode default
- Photo capture built-in
- Offline-friendly

### Principle 3: API-First

✅ **PASS**: All features exposed via API  

- RESTful endpoints
- Typed responses
- No hidden business logic

### Principle 4: Security & Compliance

✅ **PASS**: Audit trail built-in  

- Immutable walkthrough records
- Timestamped entries
- Photo evidence
- Staff attribution

### Principle 5: Spec Kit Governance

✅ **PASS**: Properly spec'd  

- Feature spec created
- User stories defined
- Acceptance criteria clear
- Technical design documented

---

## 🔄 Integration with Existing Specs

### Tasks and Scheduling

**Relationship**: Daily walkthrough is a **specialized recurring task**

**Integration Points**:

- Walkthrough can be scheduled as daily task
- Completion triggers task completion
- Photos attach to task record
- Issues create follow-up tasks

**Changes Needed**:

- Add `walkthroughId` foreign key to Task model (optional)
- Create task template for "Daily Walkthrough"

### Batches and Rooms

**Relationship**: Walkthrough checks are **scoped to rooms/batches**

**Integration Points**:

- Zones map to Room records
- Plant health checks link to Batch records
- Room status updated based on checks

**Changes Needed**:

- None (existing models sufficient)

### Compliance and Documentation

**Relationship**: Walkthrough records are **audit trail**

**Integration Points**:

- Walkthrough history is compliance evidence
- Photos are audit documentation
- Export for DCC inspections

**Changes Needed**:

- Add walkthrough records to compliance export

### Communications and Notifications

**Relationship**: Issues trigger **notifications**

**Integration Points**:

- Low tank → notify manager
- Failed drippers → notify head grower
- Pests observed → notify all cultivation staff

**Changes Needed**:

- Add notification triggers for walkthrough issues

---

## 🚨 Critical Gaps Identified

### 1. Reservoir/Tank Management

**Status**: ❌ Not in existing specs  
**Impact**: High  
**Action**: Add to Daily Walkthrough spec

**Details**:

- No tank/reservoir model exists
- Need to track tank levels
- Need to track nutrient mixing
- Need to alert on low levels

### 2. Irrigation System Tracking

**Status**: ❌ Not in existing specs  
**Impact**: High  
**Action**: Add to Daily Walkthrough spec

**Details**:

- No dripper tracking
- No water flow monitoring
- No feeding schedule verification
- Critical for plant health

### 3. Pest Management

**Status**: ❌ Not in existing specs  
**Impact**: Medium  
**Action**: Add to Daily Walkthrough spec

**Details**:

- No pest observation tracking
- No IPM (Integrated Pest Management) workflow
- Should integrate with Tasks spec (IPM schedule)

---

## 📈 Recommended Roadmap Changes

### Current Roadmap

```
Phase 1: Foundation (v0.1.0)
├── Authentication and RBAC
├── Task templates and scheduling
├── Basic batch and room management
├── Timeclock and labor tracking
└── Compliance document storage

Phase 2: Operations (v0.2.0)
├── Advanced batch lifecycle
├── Weight logging and yield analytics
├── Inventory management
├── Environmental dashboards
└── Notification system
```

### Recommended Roadmap

```
Phase 1: Foundation (v0.1.0)
├── Authentication and RBAC ✅ (80% complete)
├── Mobile-first UI ✅ (in progress)
├── Basic batch and room management
├── Timeclock and labor tracking
└── Compliance document storage

Phase 1.5: Daily Operations (NEW - CRITICAL)
├── 🔴 Daily Walkthrough System
├── Reservoir/Tank Management
├── Irrigation System Checks
├── Plant Health Spot Checks
└── Issue Flagging & Notifications

Phase 2: Advanced Operations (v0.2.0)
├── Task templates and scheduling
├── Advanced batch lifecycle
├── Weight logging and yield analytics
├── Inventory management
└── Environmental dashboards
```

**Rationale**: Daily walkthrough is **more critical** than advanced features. It's the foundation of daily operations.

---

## ✅ Implementation Plan

### Phase 1.5: Daily Operations (Estimated: 12-15 hours)

#### Week 1: Database & Backend (6-8 hours)

- [ ] Create Prisma schema for walkthrough models
- [ ] Run migrations
- [ ] Create API endpoints (CRUD for walkthroughs)
- [ ] Add photo upload handling
- [ ] Create notification triggers
- [ ] Seed sample walkthrough data

#### Week 2: Frontend (6-7 hours)

- [ ] Create Daily Walkthrough page
- [ ] Build guided checklist UI
- [ ] Implement photo capture
- [ ] Add offline support
- [ ] Create summary/review screen
- [ ] Add to navigation

---

## 🎯 Success Metrics

### Adoption

- [ ] 90%+ of shifts start with walkthrough
- [ ] Average completion time \u003c 20 minutes
- [ ] 100% of critical issues flagged

### Quality

- [ ] Zero missed tank refills
- [ ] 95%+ dripper uptime
- [ ] Pest issues caught within 24 hours

### Compliance

- [ ] 100% of walkthroughs logged
- [ ] All photos timestamped and attributed
- [ ] Audit trail complete

---

## 📝 Amendments to Constitution

### Proposed Addition

**Section**: Core Principles  
**Amendment**: Add "Daily Operations First"

```markdown
### 6. Daily Operations First

Every feature must support the daily cultivation workflow:
- Morning walkthrough is sacred
- Critical systems checked daily
- Issues flagged immediately
- Evidence captured (photos, timestamps)
- Audit trail maintained
```

**Rationale**: 777 Wolfpack feedback shows daily operations are the foundation. All other features support this.

---

## ✅ Audit Conclusion

**Status**: ✅ **APPROVED WITH AMENDMENTS**

The Daily Facility Walkthrough feature:

1. ✅ Aligns with project constitution
2. ✅ Fits within existing architecture
3. ✅ Addresses critical user need (777 Wolfpack)
4. ✅ Properly spec'd and documented
5. 🔴 **REQUIRES** elevation to Phase 1.5 (critical priority)

**Next Steps**:

1. Review and approve this audit
2. Update roadmap to include Phase 1.5
3. Begin implementation (12-15 hours)
4. Deploy to 777 Wolfpack for testing

---

**Audit Approved By**: Pending  
**Implementation Start**: Pending approval  
**Target Completion**: 2 days after approval