kalei/docs/codex phase documents/phase-4-spectrum-and-scale.md

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# Phase 4 - Spectrum and Scale
Duration: 3-6 weeks
Primary owner: Data + backend + product analytics
## 1. Objective
Deliver Phase 2 intelligence features and scaling maturity:
- Spectrum weekly and monthly insights
- aggregated analytics model over user activity
- asynchronous jobs and batch processing
- cost, reliability, and scaling controls for growth
## 2. Entry Criteria
Phase 3 exit checklist complete.
## 3. Scope
## 3.1 Spectrum Data Foundation
Implement tables and data flow for:
- session-level emotional vectors
- turn-level impact analysis
- weekly aggregates
- monthly aggregates
Data design requirements:
- user-level partition/index strategy for query speed
- clear retention and deletion behavior
- exclusion flags so users can omit sessions from analysis
## 3.2 Aggregation Pipeline
Build asynchronous jobs:
1. post-session analysis job
2. weekly aggregation job
3. monthly narrative job
Job engineering requirements:
- idempotency keys
- retry with backoff
- dead-letter queue for failures
- metrics for queue depth and job duration
## 3.3 Spectrum Insight Generation
Implement AI-assisted summary generation using aggregated data only.
Rules:
- do not include raw user text in generated insights by default
- validate output tone and safety constraints
- version prompts and track prompt revisions
## 3.4 Spectrum API and Client
Backend endpoints:
- weekly insight feed
- monthly deep dive
- spectrum reset
- exclusions management
Mobile screens:
- emotional landscape view
- pattern distribution view
- insight feed cards
- monthly summary panel
## 3.5 Growth-Ready Scale Controls
Implement scale milestones:
- worker isolation from interactive API if needed
- database optimization and index tuning
- caching strategy for read-heavy insight endpoints
- cost-aware model routing for non-critical generation
## 4. Detailed Execution Plan
Week 1:
- schema rollout for spectrum tables
- event ingestion hooks from Mirror/Turn/Lens
Week 2:
- implement post-session analysis and weekly aggregation jobs
- add metrics and retries
Week 3:
- implement monthly aggregation and narrative generation
- implement spectrum API endpoints
Week 4:
- mobile spectrum dashboard v1
- push notification hooks for weekly summaries
Week 5-6 (as needed):
- performance tuning
- scale and cost optimization
- UX polish for insight comprehension
## 5. Quality and Analytics Requirements
Quality gates:
- no raw-content leakage in Spectrum UI
- weekly job completion SLA met
- dashboard load times within agreed target
Analytics requirements:
- track spectrum engagement events
- track conversion impact from spectrum teaser to upgrade
- track retention lift for spectrum users vs non-spectrum users
## 6. Deliverables
Functional deliverables:
- Spectrum dashboard v1
- weekly and monthly insight generation
- user controls for exclusions and reset
Engineering deliverables:
- robust worker pipeline with retries and DLQ
- aggregated analytics tables with indexing strategy
- end-to-end observability for job health and costs
## 7. Exit Criteria
You can exit Phase 4 when:
- weekly and monthly insights run on schedule reliably
- users can view, reset, and control analysis scope
- spectrum cost and performance stay inside defined envelopes
- data deletion behavior is verified for raw and derived records
## 8. Risks To Watch
- Risk: analytics pipeline complexity causes reliability issues.
- Mitigation: isolate workers and enforce idempotent jobs.
- Risk: insight quality is too generic.
- Mitigation: prompt iteration with rubric scoring and blinded review.
- Risk: costs drift with growing history windows.
- Mitigation: aggregate-first processing and strict feature budget controls.