transcription/docs/roadmap_plan.md

Roadmap Plan (Starting at V6.0)

This roadmap starts at V6.0 and tracks forward-looking work only.

V6.0 - Hosting Migration

Objective: move from local-only operation to secure, stable remote hosting.

Scope

1. Containerize app runtime for production deployment.
2. Run PostgreSQL in Docker and migrate from SQLite.
3. Add Cloudflare Tunnel exposure with Access protection.
4. Add operational safeguards (health checks, restart policies, backups).

Deliverables

• Production-ready docker-compose deployment for app + database + tunnel.
• Environment-based configuration for DB, uploads, prompts, and logging.
• Verified data migration path into PostgreSQL.
• Runbook updates for deploy, rollback, and backup/restore.

Exit Criteria

• /healthz reports healthy app and worker in deployed environment.
• One end-to-end document -> source -> job workflow succeeds remotely.
• Backup and restore procedure is tested.

V6.1 - Reporting Features

Objective: improve research value with person-centric outputs.

Scope

1. Person timeline views using document dates and linked records.
2. AI-assisted biography/family-history generation from curated sources.
3. Exportable report views (human-readable, print-oriented).

Deliverables

• Timeline UI and service queries with clear ordering/filters.
• Prompted narrative generation workflow using existing evidence-safe patterns.
• Saved/printable report presentation for review and sharing.

Exit Criteria

• Timelines are reproducible from persisted records.
• Narrative generation is traceable to source records and prompts.
• Reports can be reviewed without modifying archival source data.

V6.2 - Access Control and Multi-User Readiness

Objective: prepare for managed collaboration beyond single-user operation.

Scope

1. Introduce application-level authentication.
2. Add role-based authorization (admin/editor/contributor/viewer).
3. Add audit visibility for user-attributed write actions.

Deliverables

• User identity model and login/session flow.
• Route/page/service authorization enforcement.
• Audit metadata for sensitive create/update/delete workflows.

Exit Criteria

• Unauthorized operations are blocked consistently across UI/API.
• Role policies are enforced by deterministic tests.
• User-attributed changes are visible for audit/review.

V6.3 - Scalability and Multi-Tenant Direction (Optional)

Objective: keep architecture ready for broader deployment footprints.

Scope

1. Evaluate per-tenant or per-user data partitioning strategy.
2. Formalize connection/runtime strategy for tenant-aware DB selection.
3. Expand operational telemetry for throughput and cost monitoring.

Deliverables

• Decision document for tenancy model and migration strategy.
• Prototype-safe runtime boundary for selecting data targets.
• Monitoring baseline for queue depth, job latency, and provider cost trends.

Exit Criteria

• Selected tenancy strategy is documented and testable.
• Operational metrics support capacity planning.

Planning Notes

• Keep architecture, schema, and UI contracts synchronized in docs/ as each version lands.
• Prefer explicit schema migration over runtime compatibility write paths.
• Preserve evidence/provenance guarantees when adding new AI-powered features.