Roadmap · v0.1
From zero to a system that scales.
Phases are deliberately sequential. Nothing builds until the planning phase produces a defensible architecture. No code is written until the stack is chosen. One exception reorders the rest: Phase M — a minimum-viable cutover ships first, so the legacy systems are replaced early and the remaining phases build on a live platform.
PHASE 0
Planning & Architecture
- Vision and product principles
- Catalog of past mistakes (anti-patterns to avoid)
- Core entity model (first draft)
- Stack evaluation (backend, frontend, realtime, DB)
- Integration inventory and key-management strategy
- Security and threat model
- Reference research (similar systems to learn from)
- Workflow diagrams for ingestion, sending, multiplayer
- Schema draft v1 (leads, phones, identity attributes, messages)
PHASE 1
Foundation
- Stack locked in. Repo scaffolded. Local dev story.
- Deployment pipeline (clone, configure, run on any server)
- Passkey-first auth with account recovery
- RBAC: super_admin + admin, audit logging
- Theme system, icon-pack abstraction, custom component primitives
- Health, metrics, structured logs, error reporting
PHASE 2
Data Ingestion
- File upload pipeline (massive CSVs, streamed, resumable)
- Parser registry: property-centric vendor exports, contact-centric vendor exports, generic CSV
- Identity attribute extraction + typed promotion
- Deduplication strategy with provenance preserved
- Full source row retention (no lossy ingest)
PHASE 3
Lead Universe
- Lead schema in production form
- Phones, addresses, attributes as normalized side tables
- Indexed search and filter at scale
- Internal DNC registry
- DNC.com integration with caching
- Google geocode + reverse cache
- AI grading via OpenRouter, model + price tracking
PHASE 4
Campaign Builder
- Node-based UI for assembling campaigns
- Templates (SMS + MMS), media via ImageRouter
- Number assignment + area-code routing
- Map-based geographic builder
- Preview + dry-run
PHASE 5
Crusades & Scheduling
- Grouping campaigns into crusades
- Scheduling primitives (time windows, throttles, jitter)
- Multi-account Twilio rotation with per-account caps
- 10DLC campaign assignment
PHASE 6
SMS Pipeline
- Sender engine, partitioned time-series send log
- Conversations as first-class entities (not message-pairs)
- Inbound webhook handling, STOP / opt-out compliance
- Per-pair history checks without OR-explosion
- Retext rules: per-vertical windows, configurable
PHASE M · MILESTONE
Legacy Migration & Cutover
Gates on a minimum-viable cutover — a compliant send path — not the full feature set. Strangler-style and reversible until the final step. See the Minimum-Viable Cutover and Cutover Runbook docs.
- Backfill: suppression/consent, send-history, numbers + A2P/warmup state
- Recent-contact suppression seed (don't re-text who legacy texted inside the cooldown window)
- Shared from-to history dual-write + bidirectional, near-real-time opt-out bridge
- Sequence: shadow → backfill → shadow-run → canary → ramp → full → sunset
- Reversible at every step; legacy decommission is the only point of no return
PHASE 7
Live Multiplayer
- Presence: see who's viewing what, in real time
- Ephemeral message drops with fade
- Avatar generation via OpenRouter on first login
- Realtime grid: files → campaigns → numbers → crusades
PHASE 8
Outbound Integrations
- GHL webhook out + API
- Postmark transactional email + recovery flows
- Internal opt-in / lead-capture forms
- Operator direct-contact via shared numbers
PHASE 9
Operator Polish
- Multiple skins + dark/light, switchable per user
- Swappable icon packs via variable abstraction
- Card / node / explorer / tabular view parity
- Motion design pass + accessibility audit (ARIA, focus, contrast)
- Mobile-friendly responsive pass
PHASE 10
Nurture & Outbound (v2)
- Sequenced follow-ups beyond the initial message
- Appointment-setting flows
- Per-vertical retext policies
- Step toward a unified GHL-class operator surface
PHASE 11
Open-Source Prep (conditional)
- License selection
- Secret-leak audit and config hardening
- White-label config surface
- Public docs site
- Threat-model published