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Symphony Core Internal Knowledge Base - Implementation Plan

Overview​

This document tracks the implementation progress for enhancing the Symphony Core Internal Knowledge Base to fully meet the Product Requirements Document (PRD) specifications. The plan addresses critical security gaps, monitoring requirements, and performance optimizations identified during the architecture evaluation.

Current Status​

✅ Requirements Met​

  • Google SSO with domain restriction (client-side)
  • Hierarchical content organization and navigation
  • Mermaid diagram support and responsive design
  • Cloudflare CDN deployment with custom domain
  • Dark/light theme support
  • Basic authentication and protected routes

⚠️ Critical Gaps Identified​

  • Domain validation only enforced client-side (security vulnerability)
  • No explicit 24-hour session timeout enforcement
  • Missing access logging and user audit trail
  • Search performance not validated against 500ms requirement
  • No content validation in publishing workflow

Implementation Roadmap​

Phase 0: Media Infrastructure Setup (Priority 0)​

Target Completion: 2 weeks from project start

0.1 Cloudflare Media Platform​

  • Status: ✅ COMPLETED - 100%
  • Effort: Medium
  • Budget: ~$10/month (✅ Approved & Active)
  • Requirements: REQ-029, REQ-031, REQ-041
  • Tasks:
    • Set up Cloudflare R2 bucket with proper CORS configuration
    • Configure custom domain (media.symphonycore.com)
    • Implement Cloudflare Worker for authenticated media access
    • Set up Cloudflare Images for automatic optimization (Phase 1)
    • Create media upload interface (CLI tool)
  • Acceptance Criteria:
    • ✅ Media accessible only to authenticated @symphonycore.com users
    • ⏳ Automatic image optimization and WebP conversion (Phase 1)
    • ✅ Secure media URLs with referrer validation
    • ✅ Upload interface integrated with existing workflow

0.2 Content Migration & Organization​

  • Status: 🟡 In Progress - 50% Complete
  • Effort: Low
  • Requirements: REQ-006, REQ-015
  • Tasks:
    • Migrate existing media from GoHighLevel to Cloudflare R2
    • Implement organized folder structure in R2 bucket
    • Update documentation links to use new media URLs
    • Create media management guidelines and CLI commands
  • Acceptance Criteria:
    • All existing media migrated and accessible
    • Documentation updated with new secure URLs
    • Media organization supports content categories
    • Developer workflow documented in CLAUDE.md

Phase 1: Security Hardening (Priority 1)​

Target Completion: 4 weeks from project start

1.1 Server-Side Domain Validation​

  • Status: 🔴 Not Started
  • Effort: Medium
  • Requirements: REQ-001, REQ-029, REQ-031
  • Tasks:
    • Configure Firebase Security Rules for domain enforcement
    • Implement server-side token validation middleware
    • Evaluate Cloudflare Access integration
    • Test domain restriction bypass scenarios
  • Acceptance Criteria:
    • Domain restriction cannot be bypassed via client manipulation
    • Unauthorized domains receive 403 responses at server level
    • All authentication events logged

1.2 Session Timeout Enforcement​

  • Status: 🔴 Not Started
  • Effort: Low
  • Requirements: REQ-003, REQ-005
  • Tasks:
    • Configure explicit 24-hour token expiration in Firebase
    • Implement client-side session timeout warnings
    • Add automatic logout on session expiration
    • Test session management edge cases
  • Acceptance Criteria:
    • Users automatically logged out after 24 hours of inactivity
    • Warning displayed 15 minutes before timeout
    • Session refresh works seamlessly during active use

Phase 2: Monitoring & Compliance (Priority 1)​

Target Completion: 3 weeks from project start

2.1 Access Logging Implementation​

  • Status: 🔴 Not Started
  • Effort: Medium
  • Requirements: REQ-047, REQ-048, REQ-049
  • Tasks:
    • Implement Cloudflare Analytics integration
    • Add user access event logging
    • Create access audit dashboard
    • Set up automated access review reports
  • Acceptance Criteria:
    • All user authentication events logged
    • Page access tracking for compliance
    • Quarterly audit reports generated automatically
    • Privacy-compliant data collection

2.2 Performance Monitoring​

  • Status: 🔴 Not Started
  • Effort: Low
  • Requirements: REQ-023, REQ-025, REQ-026
  • Tasks:
    • Implement Core Web Vitals monitoring
    • Add search performance tracking
    • Set up uptime monitoring alerts
    • Create performance dashboard
  • Acceptance Criteria:
    • Page load times monitored and alerted if >2 seconds
    • Search response times tracked (target: <500ms)
    • 99.9% uptime monitoring with alerts

Phase 3: Content Management Enhancement (Priority 2)​

Target Completion: 5 weeks from project start

3.1 Search Performance Optimization​

  • Status: 🔴 Not Started
  • Effort: Medium
  • Requirements: REQ-025, REQ-035
  • Tasks:
    • Benchmark current search performance
    • Optimize search indexing for large content volumes
    • Evaluate Algolia DocSearch integration if needed
    • Add search analytics and query tracking
  • Acceptance Criteria:
    • Search results returned in <500ms consistently
    • Search performance maintained with 10,000+ pages
    • Search analytics provide insights on content gaps

3.2 Enhanced Publishing Workflow​

  • Status: 🔴 Not Started
  • Effort: High
  • Requirements: REQ-015, REQ-016, REQ-017, REQ-018
  • Tasks:
    • Add automated content validation (YAML frontmatter, standards)
    • Implement preview deployments for content review
    • Add deployment rollback capabilities
    • Create content standards enforcement
  • Acceptance Criteria:
    • Invalid content blocked before deployment
    • Preview environments available for content review
    • One-click rollback for failed deployments
    • Content standards automatically enforced

Phase 4: Architecture Resilience (Priority 3)​

Target Completion: 7 weeks from project start

4.1 Backup & Recovery Enhancement​

  • Status: 🔴 Not Started
  • Effort: Medium
  • Requirements: REQ-026, REQ-027
  • Tasks:
    • Implement automated content backups beyond Git
    • Create disaster recovery procedures
    • Add health checks and automated recovery
    • Document recovery procedures
  • Acceptance Criteria:
    • Automated daily backups of all content
    • Recovery procedures tested and documented
    • Health checks prevent service degradation
    • Recovery time objective (RTO) <1 hour

4.2 Scalability Preparation​

  • Status: 🔴 Not Started
  • Effort: Low
  • Requirements: REQ-033, REQ-034, REQ-035
  • Tasks:
    • Monitor performance metrics for scalability bottlenecks
    • Optimize CDN cache strategies
    • Plan for search index optimization at scale
    • Load test with projected user growth
  • Acceptance Criteria:
    • Performance maintained with 500+ concurrent users
    • Content storage scales to 10,000+ pages
    • Search performance optimized for scale

Risk Assessment​

High Risk Items​

  1. Server-side authentication bypass - Critical security vulnerability
  2. Compliance audit failure - Missing access logging could fail audits
  3. Performance degradation - Search performance not validated at scale

Medium Risk Items​

  1. Content deployment failures - No rollback mechanism currently
  2. Session management issues - Inconsistent timeout behavior
  3. Monitoring blind spots - Limited visibility into user behavior

Low Risk Items​

  1. Backup recovery - Git provides basic backup, but recovery procedures untested
  2. Scalability planning - Current architecture should handle near-term growth

Success Metrics​

Media Infrastructure Metrics​

  • Media loading time <500ms globally
  • 100% media accessibility for authenticated users
  • Zero unauthorized media access incidents
  • Monthly media hosting costs <$15

Security Metrics​

  • Zero authentication bypass incidents
  • 100% of access attempts properly logged
  • Quarterly security audits passed
  • Media access fully authenticated and logged

Performance Metrics​

  • Average page load time <1.5 seconds
  • Search response time <300ms (target: <500ms)
  • 99.9% uptime achieved
  • Media delivery optimized with WebP/auto-format

Compliance Metrics​

  • All user access events logged
  • Quarterly access reviews completed
  • Content standards compliance >95%
  • Media audit trail maintained

Dependencies​

Technical Dependencies​

  • Firebase Security Rules configuration
  • Cloudflare Analytics/Access setup
  • Docusaurus plugin updates
  • CI/CD pipeline enhancements

Team Dependencies​

  • Security team review for authentication changes
  • Legal team review for access logging compliance
  • Content team training on new publishing workflow

Communication Plan​

Weekly Updates​

  • Progress updates to Symphony Core Systems Team
  • Risk assessment and blocker identification
  • Metric tracking and performance reports

Milestone Reviews​

  • Phase completion reviews with stakeholders
  • Security audit results review
  • Performance benchmark reviews

Appendix​

Progress Updates​

2025-09-30 - Documentation Platform Modernization COMPLETED! 🎉​

✅ MAJOR MILESTONE ACHIEVED:

  • ✅ Migrated to Docusaurus 3.8.1 with cleaner theme and improved navigation
  • ✅ Consolidated internal-docs platform documentation under architecture/internal-docs/
  • ✅ Deployed updated site to production at team.symphonycore.com
  • ✅ Fixed build issues (React 18 compatibility, Mermaid SSR)
  • ✅ Added Reference section with Mermaid diagrams and documentation links
  • ✅ Logo now served from Cloudflare R2 media bucket
  • ✅ All links validated and working Documentation Structure:
  • Home page with quick navigation
  • Architecture → Internal Docs Platform (system architecture, publishing guide, quick reference, troubleshooting)
  • Maintenance → Security cleanup, CMS test plan
  • Reference → Mermaid diagrams, Docusaurus docs, MDX docs

2025-09-29 - Phase 0 COMPLETED! 🎉​

✅ MAJOR MILESTONE ACHIEVED:

  • ✅ Cloudflare R2 bucket created (symphony-core-media)
  • ✅ S3-compatible credentials configured
  • ✅ Custom domain setup (media.symphonycore.com)
  • ✅ Upload script created and tested successfully
  • ✅ First media file uploaded: https://media.symphonycore.com/public/testing/upload-test.txt
  • ✅ CLI upload interface working with organized folder structure
  • ✅ Cloudflare Worker authentication deployed and working
  • ✅ Access control verified - blocks unauthorized access
  • ✅ Referrer validation functional Current Status:
  • Phase 0: ✅ 100% COMPLETE
  • Phase 1: 🟡 In progress (documentation platform operational)
  • Next Priority: Phase 2 - Content population and team onboarding

Change Log​

DateVersionChangesAuthor
2025-09-301.3Documentation Platform Modernization - Upgraded to Docusaurus 3.8.1, consolidated docs structureSymphony Core Systems Team
2025-09-291.2PHASE 0 COMPLETED - Media infrastructure fully secure and operationalSymphony Core Systems Team
2025-09-291.1Updated with Phase 0 progress, R2 infrastructure workingSymphony Core Systems Team
2025-09-291.0Initial implementation plan createdSymphony Core Systems Team

Next Review Date: 2025-10-06 Plan Owner: Symphony Core Systems Team Stakeholders: Security Team, Legal Team, Content Team