checklist.md

Knowledge Management System - MVP Checklist

Project Overview

A knowledge management system for processing unstructured meeting transcriptions from BOP (Base of the Pyramid) entrepreneur consultancies. The system extracts indicators and generates reports across multiple dimensions.

MVP Flow

0. Enter Project

• Project selection/creation interface
• Project list view
• Project detail view
• Basic project CRUD operations
• Project metadata (name, description, dates, etc.)

1. Upload Transcriptions

• File upload interface (drag & drop or file picker)
• Support multiple file formats (txt, docx, pdf, etc.)
• File validation and error handling
• Upload progress indicator
• File storage (local or cloud)
• Transcription metadata (date, participants, meeting type, etc.)

2. Organize Transcriptions

• Transcription list view
• Transcription detail view
• Edit transcription metadata
• Tag/categorize transcriptions
• Link transcriptions to companies/entrepreneurs
• Link transcriptions to projects
• Search and filter transcriptions
• Delete transcriptions

3. Feed Indicators

• Indicator definition interface
• Indicator types:
  • Company growth indicators
  • Entrepreneur development indicators
  • Project-level indicators
• Indicator extraction from transcriptions
• Manual indicator entry/editing
• Indicator validation rules
• Link indicators to transcriptions
• Link indicators to companies/entrepreneurs
• Link indicators to projects

4. Show Report (Dashboard)

• Dashboard layout
• Report categories:
  • Project reports
  • Company/Entrepreneur reports
  • Company growth KPIs
  • Entrepreneur development KPIs
• Data visualization (charts, graphs, tables)
• Report filtering and date ranges
• Export reports (PDF, CSV, etc.)
• Report templates

Technical Areas

Backend (FastAPI)

• Project structure setup
• Docker configuration
• Database models:
  • Project model
  • Transcription model
  • Company/Entrepreneur model
  • Indicator model
  • Report model
• Database migrations (Alembic)
• API endpoints:
  • Projects CRUD
  • Transcriptions CRUD
  • Companies/Entrepreneurs CRUD
  • Indicators CRUD
  • Reports generation
• File upload handling
• Text processing utilities
• Indicator extraction logic
• Report generation logic
• CORS configuration

Frontend (React + Vite)

• Project setup with Vite
• Routing setup
• UI components library setup
• Pages:
  • Project selection/creation page
  • Upload transcriptions page
  • Organize transcriptions page
  • Feed indicators page
  • Dashboard/reports page
• File upload component
• Data tables components
• Chart/visualization components
• Form components
• API client/service layer
• State management (if needed)
• Error handling and user feedback

Infrastructure

• Docker Compose configuration
• Environment variables setup
• Database setup (PostgreSQL recommended)
• File storage configuration
• Development environment setup
• Production deployment considerations (Vercel/Replit compatible)

Data Processing

• Text parsing utilities
• Transcription format standardization
• Indicator extraction algorithms
• Data aggregation logic
• Report calculation engine

Notes

• No authentication required for MVP
• Focus on simplicity and core functionality
• Ensure compatibility with Vercel and Replit hosting
• All commands run inside Docker containers
• Use Alembic for database migrations