Phase 2 Strategy
Context
Finca Audio serves nonprofit teams who analyze interview recordings. Users need to:
- Edit LLM-generated narratives for their specific context
- Share reports with stakeholders who should view but not edit
- Attach reference documents (e.g., loan checklists) for the LLM to compare against
- Organize work by project with appropriate access controls
Stage Overview
| Stage | Name | Weeks | Goal | Dependencies |
|---|---|---|---|---|
| 0 | Report Fixes | 2 | Fully editable, clean reports | None |
| 1 | Report Sharing | 3 | Read-only access to specific reports | None |
| 2 | Reference Attachments | 2 | Attach PDFs/text as LLM context | None |
| 3 | PDF Export | 2 | Professional exports with visualizations | Stage 0 |
| 4 | Projects | 3 | Organizational layer for files/reports/templates | None |
| 5 | Project RBAC | 2 | Access control per project | Stage 4 |
| 6 | File Organization | 3 | Folders + visibility (private/project/org) | Stages 4, 5 |
Total: ~12 weeks
Timeline
Week 1 2 3 4 5 6 7 8 9 10 11 12
├───┼───┼───┼───┼───┼───┼───┼───┼───┼───┼───┤
P0 ████░
P1 ██████░
P2 ░████░
P3 ░████░
P4 ░██████░
P5 ░████░
P6 ░██████░
░ = handoff/testing █ = active development- P0, P1 run in parallel (independent code areas)
- P3 starts after P0 completes
- P2 starts after P1 completes
- P4 → P5 → P6 are sequential
Stage Summaries
Stage 0: Report Fixes
Fix three bugs blocking end users:
- Metadata tab sometimes missing
- Raw JSON appearing instead of formatted display
- Custom fields not editable (only standard fields are)
Stage 1: Report Sharing
Allow inviting users who can view specific reports but not edit:
- New permission model: grant user access to specific AnalysisRun or MultiAnalysis
- Read-only users see only reports they’ve been granted access to
- No org-wide access, no editing capability
Stage 2: Reference Attachments
Attach PDF/text files as context for LLM analysis:
- Attach to: AnalysisRun, MultiAnalysis, or PromptTemplate
- Template attachments apply to ALL analyses using that template
- Files sent directly to LLM (supports PDF natively)
- Always included in analysis prompts automatically
Stage 3: PDF Export
Generate professional PDF reports:
- Formatted document with executive summary, findings, charts
- Styled for stakeholder presentation
- Server-side generation
Stage 4: Projects
New organizational layer:
- Projects belong to Organizations
- Files, AnalysisRuns, MultiAnalyses, PromptTemplates belong to Projects
- Migration: create “Default Project” per org for existing data
Stage 5: Project RBAC
Control who can access which projects:
- ProjectMembership: user + project + role (viewer/editor/admin)
- Org admins retain full access to all projects
- Project-level roles control CRUD within that project
Stage 6: File Organization
Folder hierarchy + visibility controls:
- Files can be private (creator only), project (members), or organization (all)
- Folder structure within projects
- Drag-and-drop organization
Out of Scope (Phase 2)
- Long (50+ page) PDF support for attachments
- Real-time collaboration on reports
- External (non-login) share links
Detailed Planning
See individual stage documents:
stage-0-report-fixes.mdstage-1-report-sharing.mdstage-2-attachments.mdstage-3-pdf-export.mdstage-4-projects.mdstage-5-project-rbac.mdstage-6-file-organization.md