Files
tessera-ctl/.planning/ROADMAP.md
T
schalli 6e99ccc2a1 fix(05): clean must_haves, trailing XML, update ROADMAP to 5 plans
- Remove frontend artifacts from 05-03 must_haves (belong to 05-04)
- Remove trailing XML generation artifacts from 05-04 and 05-05
- Update ROADMAP Phase 5: 5 plans across 4 waves

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-24 10:07:35 +02:00

230 lines
10 KiB
Markdown

# Roadmap: Tessera
## Overview
Tessera delivers a modular portal platform where tenants activate workflow modules from a marketplace, interact through a configurable dashboard, and optionally use a desktop wrapper. The roadmap builds foundation-first (Docker + DB + shell), layers in authentication and multi-tenancy, establishes the module system with a proof-of-concept module, adds marketplace and portal navigation, delivers the dashboard experience, and wraps up with desktop client and CI/CD integration.
## Phases
**Phase Numbering:**
- Integer phases (1, 2, 3): Planned milestone work
- Decimal phases (2.1, 2.2): Urgent insertions (marked with INSERTED)
Decimal phases appear between their surrounding integers in numeric order.
- [ ] **Phase 1: Foundation & Portal Shell** - Docker infrastructure, database with RLS, frontend shell with i18n and theming
- [ ] **Phase 2: Authentication & Multi-Tenancy** - User accounts, sessions, RBAC, tenant isolation per request
- [ ] **Phase 3: Module System & Domaincheck** - Module SDK, registry, lazy loading, and first proof-of-concept module
- [ ] **Phase 4: Marketplace & Portal Navigation** - Module catalog, licensing, activation, and sidebar integration
- [ ] **Phase 5: Dashboard & Calendar** - Configurable widget grid with drag-and-drop, core widgets, and calendar integration
- [ ] **Phase 6: Desktop Client & CI/CD** - Tauri wrapper for Windows/Linux and automated Gitea integration
## Phase Details
### Phase 1: Foundation & Portal Shell
**Goal:** Users can access a running portal application with responsive layout, theme switching, and bilingual interface -- the structural frame into which all features will be placed.
**Mode:** mvp
**Depends on**: Nothing (first phase)
**Requirements**: INFRA-01, INFRA-02, INFRA-03, PRTAL-01, PRTAL-04, UI-01, UI-02, UI-03
**Success Criteria** (what must be TRUE):
1. User can access the portal in a browser served from a Docker Compose stack with PostgreSQL
2. User sees a responsive layout with header (branding area) and sidebar frame that adapts to screen size
3. User can toggle between light and dark theme and the preference persists
4. User can switch between German and English interface language
5. All UI strings are rendered through the i18n framework (no hardcoded text)
**Plans**: 3 plans
**Wave 1**
- [x] 01-01-PLAN.md -- Walking Skeleton: Monorepo + Docker Compose stack with NestJS, Next.js, PostgreSQL, Traefik
**Wave 2** *(blocked on Wave 1 completion)*
- [x] 01-02-PLAN.md -- Portal Shell: Design tokens, i18n (DE/EN), theme switching, responsive layout with header + sidebar
**Wave 3** *(blocked on Wave 2 completion)*
- [ ] 01-03-PLAN.md -- Visual Verification: Human confirms portal appearance and interactions
**UI hint**: yes
### Phase 2: Authentication & Multi-Tenancy
**Goal:** Users can securely log in, manage accounts, and operate within isolated tenant boundaries -- every request is scoped to the correct tenant with data fully separated at the database level.
**Mode:** mvp
**Depends on**: Phase 1
**Requirements**: AUTH-01, AUTH-02, AUTH-03, AUTH-04, AUTH-05, AUTH-06, TNNT-01, TNNT-02, TNNT-03
**Success Criteria** (what must be TRUE):
1. Initial admin account is created automatically from Docker environment variables on first startup
2. Admin can create, edit, and delete user accounts with role assignment (Admin/User)
3. User can log in and log out, with session surviving browser refresh
4. Admin can create and manage tenants, and each user's data is isolated per tenant via RLS
5. Users can be imported from an LDAP/AD directory
**Plans**: 5 plans
**Wave 1**
- [x] 02-01-PLAN.md -- Backend Auth Foundation: Prisma schema, RLS migration, JWT Passport auth, admin seed, tenant middleware
**Wave 2** *(blocked on Wave 1 completion)*
- [x] 02-02-PLAN.md -- Frontend Auth & CRUD: Login page, Next.js middleware, user/tenant management UI, auth-wired portal
- [ ] 02-03-PLAN.md -- Password Reset & Mail: SUS package verification, MailModule, password reset flow, force-change interceptor
**Wave 3** *(blocked on Wave 2 completion)*
- [ ] 02-04-PLAN.md -- LDAP Integration: LDAP sync service, per-tenant config, field mapping, admin UI
**Wave 4** *(blocked on Wave 3 completion)*
- [ ] 02-05-PLAN.md -- Visual Verification: Human confirms complete auth and multi-tenancy flow
**UI hint**: yes
### Phase 3: Module System & Domaincheck
**Goal:** The platform can discover, register, and load modules dynamically -- validated end-to-end by a working Domaincheck module that users can interact with.
**Mode:** mvp
**Depends on**: Phase 2
**Requirements**: MOD-01, MOD-02, MOD-03, MOD-04, DCHK-01, DCHK-02, DCHK-03
**Success Criteria** (what must be TRUE):
1. Modules are registered in a database-driven registry with a versioned SDK interface
2. An admin can activate and deactivate a module without restarting the application
3. Module UIs load on demand (lazy loading) -- no bundle bloat from inactive modules
4. User can open the Domaincheck module, enter a domain, and see whether it is registered or available
**Plans**: 4 plans
**Wave 1**
- [x] 03-01-PLAN.md -- Module SDK, Prisma Registry, Activation API
**Wave 2** *(blocked on Wave 1 completion)*
- [x] 03-02-PLAN.md -- Domaincheck Module: Backend DNS + Frontend UI
- [x] 03-03-PLAN.md -- Lazy Loading, Category Pages, Expanded Module View
**Wave 3** *(blocked on Wave 2 completion)*
- [ ] 03-04-PLAN.md -- Visual Verification: Human confirms module system
**UI hint**: yes
### Phase 4: Marketplace & Portal Navigation
**Goal:** Users can browse available modules in a categorized marketplace, admins can activate modules per tenant, and activated modules appear in the sidebar for navigation.
**Mode:** mvp
**Depends on**: Phase 3
**Requirements**: MRKT-01, MRKT-02, MRKT-03, MRKT-04, PRTAL-02, PRTAL-03, PRTAL-05
**Success Criteria** (what must be TRUE):
1. User can browse a marketplace view showing all available modules with descriptions and categories
2. Admin can activate or deactivate modules for their tenant from the marketplace
3. Only activated modules appear in the left sidebar, grouped by category
4. User can select a module from the sidebar and it opens in the main content area
5. User can search and filter modules in the sidebar
**Plans**: 4 plans
**Wave 1**
- [ ] 04-01-PLAN.md -- Test infra (Vitest) + marketplace i18n + Marketplace page slice: card grid browse + activate (MRKT-01/02/04)
**Wave 2** *(blocked on Wave 1 completion)*
- [ ] 04-02-PLAN.md -- Marketplace refinements: search/category/status filters, deactivation dialog, toast, Super-Admin tenant context, module detail page
- [ ] 04-03-PLAN.md -- Sidebar enhancement: Next.js Link + usePathname active state, per-module links, sidebar search, live refresh (PRTAL-02/03/05, MRKT-03)
**Wave 3** *(blocked on Wave 2 completion)*
- [ ] 04-04-PLAN.md -- Visual Verification: Human confirms marketplace, activation, tenant context, and sidebar navigation
**UI hint**: yes
### Phase 5: Dashboard & Calendar
**Goal:** Users have a personal, configurable start page with freely arrangeable widgets -- including clock, search, notes, and calendar with external calendar source integration.
**Mode:** mvp
**Depends on**: Phase 4
**Requirements**: DASH-01, DASH-02, DASH-03, DASH-04, DASH-05, DASH-06, DASH-07, CAL-01, CAL-02, CAL-03
**Success Criteria** (what must be TRUE):
1. User sees a configurable dashboard as their start page with a drag-and-drop grid
2. User can add, reposition, and resize widgets (clock, search bar, calendar, notes)
3. Dashboard layout is saved per user and restored on next login
4. User can configure external calendar sources (WebDAV, Exchange, ICS) in settings
5. Calendar widget shows upcoming events from selected calendar sources
**Plans**: 4 plans
**Wave 1**
- [ ] 05-01-PLAN.md -- Dashboard slice: Prisma models + Dashboard CRUD API + grid with edit-mode + clock widget + settings shell + header link + i18n (DASH-01/02/03/07)
**Wave 2** *(blocked on Wave 1 completion)*
- [ ] 05-02-PLAN.md -- Search + Notes widgets + widget settings panel + SearchProvider backend (DASH-04/06)
**Wave 3** *(blocked on Wave 2 completion)*
- [ ] 05-03-PLAN.md -- Calendar slice: CalendarSource model + AES-256-GCM crypto + CalDAV/ICS/Exchange providers + event aggregation + calendar widget + calendar settings (CAL-01/02/03, DASH-05)
**Wave 4** *(blocked on Wave 3 completion)*
- [ ] 05-04-PLAN.md -- Visual Verification: Human confirms dashboard grid, all four widgets, settings, and calendar integration
**UI hint**: yes
### Phase 6: Desktop Client & CI/CD
**Goal:** Users can install and run Tessera as a native desktop application, and the development workflow includes automated version control via Gitea.
**Mode:** mvp
**Depends on**: Phase 5
**Requirements**: DESK-01, DESK-02, INFRA-04
**Success Criteria** (what must be TRUE):
1. User can install a Tauri-based desktop app on Windows or Linux
2. Desktop app connects to the existing web backend (no standalone server)
3. Code changes are automatically committed and pushed to Gitea with minimal manual intervention
**Plans**: 5 plans
**Wave 1**
- [ ] 05-01-PLAN.md -- Dashboard foundation: Prisma models, CRUD API, grid, edit-mode, clock widget, settings shell, header link, i18n
**Wave 2** *(blocked on Wave 1 completion)*
- [ ] 05-02-PLAN.md -- Search + Notes widgets, widget settings panel, SearchProvider backend
**Wave 3** *(blocked on Wave 2 completion)*
- [ ] 05-03-PLAN.md -- Calendar backend: Prisma model, AES-256-GCM crypto, source CRUD, CalDAV/ICS/Exchange providers, event aggregation
- [ ] 05-04-PLAN.md -- Calendar frontend: calendar widget, calendar settings page, API client (depends on 05-03)
**Wave 4** *(blocked on Wave 3 completion)*
- [ ] 05-05-PLAN.md -- Visual Verification: Human confirms dashboard, widgets, calendar, settings
**UI hint**: yes
## Progress
**Execution Order:**
Phases execute in numeric order: 1 -> 2 -> 3 -> 4 -> 5 -> 6
| Phase | Plans Complete | Status | Completed |
|-------|----------------|--------|-----------|
| 1. Foundation & Portal Shell | 2/3 | In Progress | - |
| 2. Authentication & Multi-Tenancy | 2/5 | In Progress| |
| 3. Module System & Domaincheck | 3/4 | In Progress| |
| 4. Marketplace & Portal Navigation | 0/4 | Not started | - |
| 5. Dashboard & Calendar | 0/4 | Not started | - |
| 6. Desktop Client & CI/CD | 0/TBD | Not started | - |