# Egan v2 — Project Context

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## Project

**Project:** Egan v2 design exploration
**Site:** egan.rizlabs.com (live v1)
**Preview:** https://ux.rizlabs.com/projects/egan/
**What we're doing:** Design consultation. Wireframe a next-version UI to address gaps in the current frontend — visual register, IA coherence, and the under-utilized graph spine.
**Role:** UX / design consultation (exploratory, just for Greg right now)

**Project overview:**
Egan is an enterprise knowledge graph + intelligence platform — the "Universal Baseline Authority" in the Rizlabs hero stack. PostgreSQL + Apache AGE (graph) + pgvector (semantic) feeding two consumer surfaces: veta (financial + metrics modeling — formerly Quanta, see ADR-016) and tomo (foundry substrate — formerly Piggie, see ADR-016). Positioned as a sovereign open-source alternative to Palantir.

**Primary user assumed:** veta value-engineer (100% of validated usage). The wireframes prioritize their workflows; secondary users (direct Egan analysts, internal operators) are accommodated but not centered.

**Current frontend status (v1):** Next.js 16 + React 19 + Tailwind v4 + custom CSS-var token system, teal/slate palette, dark-mode-first, ~65 components across 30+ routes. Functionally complete but reads as generic SaaS dashboard rather than gravitas knowledge tool. Radix UI + brand-token migration already on backlog (R1 #20). Graph visualization is the differentiator but presented as one feature among many.

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## Navigation structure

**No eyebrow / no top nav.** Egan is an authenticated tool, not a marketing site. The page shell is **left sidebar + main content**, not the kit-wireframe.html marketing scaffold.

**Sidebar — 5 sections, intent-oriented:**
- ◆ **Brief** — home; what changed, what to act on today
- ◇ **Accounts** — target accounts, account intelligence, discovery, sales plans, solutions
- ◇ **Knowledge** — Graph Explorer (anchor), Taxonomy, Compliance, Ontologies, Entities
- ◇ **Analyze** — Notebook, Reports, Benchmarks, Assistant, Query
- ◇ **Operate** — Pipelines, Import, Quality, Admin, Settings

Sidebar footer: user identity / portal switcher / build id (matches v1 pattern).

**Mobile:** Sidebar collapses to a top app bar with a section drawer. Same 5 sections, same hierarchy.

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## Pages in scope

| Page | Description | Status |
|---|---|---|
| Brief | Home / today view — replaces the v1 stats dashboard. Identity-defining page. | In Progress |
| Graph Explorer | The spine. Reorganized so the graph anchors the Knowledge section instead of being one feature. | Planned |
| Account Intelligence | Account `[id]` view. The primary veta workflow — the "money page." | Planned |
| Compliance Browser | Reference-data browsing pattern. Frameworks → controls → gaps. | Planned |
| Sales Plan | Workflow / document pattern. Building something inside Egan, not just browsing. | Planned |

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## Wireframe / layout / design constraints

- **Mood: Foundry-coded.** Institutional, analytical, panel-disciplined. Sits between "generic SaaS" (current) and "Bloomberg terminal" (too hostile). Match the "sovereign Palantir alternative" pitch without literal Palantir cosplay.
- **Tokens only.** No hex / rgb / rgba in page CSS. All colors via `var(--*)` from `wireframe.css`. Wireframe stays mono — the Foundry mood is expressed through *structure, panel discipline, type hierarchy, and information density* — not color.
- **Sidebar shell, not marketing shell.** `kit-wireframe.html`'s eyebrow+mainnav doesn't apply. Adapt the `.page` / `.doc-head` / `.review-layout` containers, build sidebar+main inside `.wf`.
- **Information density.** Lean toward more, not less, on screen. Foundry tools assume users want signal, not whitespace meditation.
- **Mobile is real.** Build it properly per kit rules — not a stub.

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## Key decisions made

- **5-section IA** (Brief / Accounts / Knowledge / Analyze / Operate). Locked.
- **Brief replaces the stats dashboard** as the home page. The v1 page (10,000 nodes! 50,000 edges!) is a database admin panel, not a tool — replacing it is the single biggest mood-shift the v2 makes.
- **Graph Explorer becomes the anchor of Knowledge**, not a parallel feature alongside Taxonomy / Compliance.
- **Operate (admin) demotes** but doesn't hide — it's its own section, not interleaved with user workflows.
- **Wireframes live in the kit, not in egan/web.** They're a separate artifact translated to real code after approval.
- **Foundry-coded design direction.** Picked over Bloomberg / Linear-coded / Editorial alternatives.

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## Open questions

- **Primary user commitment.** Provisionally veta-consumer. If wireframes should explicitly design for the seam between value-engineer and direct analyst, flag that and we'll add a hand-off pattern.
- **Brief commitment level.** Provisionally "commit to a real Brief" (not hybrid with stats). If we should hedge with stats below the fold, adjust before the wireframe is approved.
- **4th anchor page expansion.** Both Compliance and Sales Plan are in scope (committed to 5 pages total). Sequence is open — building Brief first as the tone-setter.
- **Brand color application.** Wireframes are mono. When we translate to real code, decide: keep v1 teal/slate, retire it for something more institutional, or layer a Foundry mood on top of teal.

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## Feedback log

**2026-05-23 — Consultation kickoff**
- Direction: Foundry-coded (not Bloomberg, not Linear).
- IA: 5 sections agreed.
- IA scope: "Have an opinion on IA" (not just restyle).
- 5 anchor pages committed.
- Audience: just Greg, exploratory.
- Preview infrastructure set up: ux.rizlabs.com, ip-restricted, TLS, ansible-managed vhost on droplet.
