biblical-guide.com/PAYLOAD_IMPLEMENTATION_ROADMAP.md

# Payload CMS Implementation Roadmap

## Project Overview

**Project Name**: Biblical Guide Backend Migration to Payload CMS
**Duration**: 12 Weeks (3 Months)
**Start Date**: TBD
**Budget**: ~$40,000
**Team Size**: 4 developers

## Executive Summary

This roadmap outlines the complete migration of Biblical Guide from a custom Prisma/Next.js backend to Payload CMS, encompassing authentication, payments, content management, and API services.

### Key Deliverables
1. ✅ Fully functional Payload CMS backend
2. ✅ Migrated user authentication system
3. ✅ Integrated Stripe payment processing
4. ✅ Complete data migration from PostgreSQL
5. ✅ Admin panel with enhanced features
6. ✅ Zero-downtime deployment

## Project Phases

```mermaid
gantt
    title Payload CMS Implementation Timeline
    dateFormat  YYYY-MM-DD
    section Phase 1
    Setup & Config           :a1, 2024-12-01, 14d
    Environment Prep         :a2, after a1, 7d

    section Phase 2
    Data Models             :b1, after a2, 14d
    Collections Setup       :b2, after b1, 7d

    section Phase 3
    Auth Migration          :c1, after b2, 14d
    User Migration          :c2, after c1, 7d

    section Phase 4
    Payment Integration     :d1, after c2, 14d
    Webhook Setup          :d2, after d1, 7d

    section Phase 5
    API Migration          :e1, after d2, 14d
    Frontend Updates       :e2, after e1, 7d

    section Phase 6
    Testing & QA           :f1, after e2, 14d
    Deployment             :f2, after f1, 7d
```

## Week-by-Week Breakdown

### Week 1-2: Foundation Setup

#### Week 1: Environment & Initial Setup
**Owner**: Lead Developer

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Install Payload CMS in existing Next.js app | Running Payload instance |
| Tue | Configure PostgreSQL adapter | Database connection established |
| Wed | Set up development environment | Docker compose file |
| Thu | Configure TypeScript & build tools | Type generation working |
| Fri | Initial admin panel setup | Access to Payload admin |

#### Week 2: Infrastructure & CI/CD
**Owner**: DevOps Engineer

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Set up staging environment | Staging server running |
| Tue | Configure GitHub Actions | CI/CD pipeline |
| Wed | Set up monitoring (Sentry, DataDog) | Monitoring dashboard |
| Thu | Configure backup strategies | Automated backups |
| Fri | Document deployment process | Deployment guide |

**Milestone 1**: ✅ Payload CMS running in development and staging

### Week 3-4: Data Model Migration

#### Week 3: Core Collections
**Owner**: Backend Developer

```typescript
// Collections to implement this week
const week3Collections = [
  'users',           // User authentication
  'subscriptions',   // Subscription management
  'products',        // Stripe products
  'prices',          // Stripe prices
  'customers',       // Stripe customers
];
```

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Create Users collection with auth | User model complete |
| Tue | Create Subscriptions collection | Subscription model complete |
| Wed | Create Products & Prices collections | Product models complete |
| Thu | Create Customers collection | Customer model complete |
| Fri | Test relationships & validations | All models validated |

#### Week 4: Bible & Content Collections
**Owner**: Backend Developer

```typescript
// Collections to implement this week
const week4Collections = [
  'bible-books',     // Bible book metadata
  'bible-verses',    // Bible verse content
  'bookmarks',       // User bookmarks
  'highlights',      // User highlights
  'prayers',         // Prayer content
  'reading-plans',   // Reading plan definitions
];
```

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Create Bible Books collection | Bible structure ready |
| Tue | Create Bible Verses collection | Verse storage ready |
| Wed | Create Bookmarks & Highlights | User features ready |
| Thu | Create Prayers & Reading Plans | Content features ready |
| Fri | Import Bible data | Bible content migrated |

**Milestone 2**: ✅ All data models implemented and validated

### Week 5-6: Authentication System

#### Week 5: Auth Implementation
**Owner**: Full-stack Developer

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Implement dual auth support | Compatibility layer |
| Tue | Configure JWT backward compatibility | Legacy auth working |
| Wed | Set up Payload sessions | Cookie-based auth |
| Thu | Implement password migration | Password handling ready |
| Fri | Create auth middleware | Auth pipeline complete |

#### Week 6: User Migration
**Owner**: Backend Developer

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Write user migration script | Migration script ready |
| Tue | Test migration with sample data | Validation complete |
| Wed | Migrate development users | Dev users migrated |
| Thu | Migrate staging users | Staging users migrated |
| Fri | Validate auth flows | All auth methods tested |

**Milestone 3**: ✅ Authentication system fully operational

### Week 7-8: Payment Integration

#### Week 7: Stripe Setup
**Owner**: Backend Developer

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Install Stripe plugin | Plugin configured |
| Tue | Configure webhook handlers | Webhooks ready |
| Wed | Create checkout endpoints | Checkout API ready |
| Thu | Implement subscription management | Subscription API ready |
| Fri | Test payment flows | Payments working |

#### Week 8: Payment Migration
**Owner**: Full-stack Developer

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Migrate existing subscriptions | Subscriptions migrated |
| Tue | Update frontend components | UI components ready |
| Wed | Test renewal flows | Renewals working |
| Thu | Test cancellation flows | Cancellations working |
| Fri | Validate webhook processing | All webhooks tested |

**Milestone 4**: ✅ Payment system fully integrated

### Week 9-10: API & Frontend Updates

#### Week 9: API Migration
**Owner**: Full-stack Developer

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Map existing API endpoints | API mapping complete |
| Tue | Implement custom endpoints | Custom APIs ready |
| Wed | Update API documentation | Docs updated |
| Thu | Test API compatibility | APIs validated |
| Fri | Performance optimization | APIs optimized |

#### Week 10: Frontend Integration
**Owner**: Frontend Developer

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Update API client libraries | Clients updated |
| Tue | Modify authentication flow | Auth UI updated |
| Wed | Update subscription components | Payment UI ready |
| Thu | Test user workflows | Workflows validated |
| Fri | Fix UI/UX issues | Frontend polished |

**Milestone 5**: ✅ Complete system integration achieved

### Week 11: Testing & Quality Assurance

#### Comprehensive Testing Plan
**Owner**: QA Engineer

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Unit testing (Collections) | Unit tests passing |
| Tue | Integration testing (APIs) | Integration tests passing |
| Wed | E2E testing (User flows) | E2E tests passing |
| Thu | Performance testing | Performance validated |
| Fri | Security audit | Security report |

#### Test Coverage Requirements
```javascript
// Minimum test coverage targets
const testCoverage = {
  unit: 80,        // 80% unit test coverage
  integration: 70, // 70% integration test coverage
  e2e: 60,        // 60% E2E test coverage
  overall: 75,    // 75% overall coverage
};
```

**Milestone 6**: ✅ All tests passing, system ready for production

### Week 12: Deployment & Go-Live

#### Production Deployment
**Owner**: DevOps Engineer + Lead Developer

| Day | Task | Deliverable |
|-----|------|------------|
| Mon | Final data migration dry run | Migration validated |
| Tue | Production environment setup | Production ready |
| Wed | Deploy Payload CMS | System deployed |
| Thu | DNS & routing updates | Traffic routing ready |
| Fri | Go-live & monitoring | System live |

**Milestone 7**: ✅ Successfully deployed to production

## Technical Requirements

### Infrastructure Requirements

```yaml
# Production Infrastructure
production:
  servers:
    - type: application
      count: 2
      specs:
        cpu: 4 vCPUs
        ram: 16GB
        storage: 100GB SSD

    - type: database
      count: 1 (+ 1 replica)
      specs:
        cpu: 8 vCPUs
        ram: 32GB
        storage: 500GB SSD

  services:
    - PostgreSQL 15
    - Redis 7 (caching)
    - CloudFlare (CDN)
    - Stripe (payments)
    - Mailgun (email)
    - Sentry (monitoring)
```

### Development Tools

```json
{
  "required_tools": {
    "ide": "VS Code with Payload extension",
    "node": "20.x LTS",
    "npm": "10.x",
    "docker": "24.x",
    "git": "2.x"
  },
  "recommended_tools": {
    "api_testing": "Postman/Insomnia",
    "db_client": "TablePlus/pgAdmin",
    "monitoring": "Datadog/New Relic"
  }
}
```

## Risk Management

### Risk Matrix

| Risk | Probability | Impact | Mitigation Strategy |
|------|------------|--------|-------------------|
| Data loss during migration | Low | Critical | Multiple backups, dry runs, rollback plan |
| Authentication issues | Medium | High | Dual auth support, gradual rollout |
| Payment disruption | Low | Critical | Parallel systems, thorough testing |
| Performance degradation | Medium | Medium | Load testing, caching, optimization |
| User experience disruption | Medium | High | Feature flags, A/B testing |
| Timeline overrun | Medium | Medium | Buffer time, parallel workstreams |

### Contingency Plans

#### Plan A: Gradual Migration (Recommended)
- Run both systems in parallel
- Migrate users in batches
- Feature flag controlled rollout
- 4-week transition period

#### Plan B: Big Bang Migration
- Complete migration over weekend
- All users migrated at once
- Higher risk but faster
- Requires extensive testing

#### Plan C: Rollback Procedure
```bash
# Emergency rollback script
#!/bin/bash

# 1. Switch DNS to old system
update_dns_records "old-system"

# 2. Restore database from backup
restore_database "pre-migration-backup"

# 3. Disable Payload endpoints
disable_payload_routes

# 4. Re-enable legacy system
enable_legacy_system

# 5. Notify team and users
send_notifications "rollback-complete"
```

## Success Metrics

### Technical Metrics

| Metric | Target | Measurement Method |
|--------|--------|-------------------|
| API Response Time | < 200ms (p95) | DataDog APM |
| Database Query Time | < 50ms | PostgreSQL logs |
| Page Load Time | < 2 seconds | Google PageSpeed |
| Error Rate | < 0.1% | Sentry monitoring |
| Uptime | 99.9% | UptimeRobot |

### Business Metrics

| Metric | Target | Measurement Method |
|--------|--------|-------------------|
| User Retention | > 95% | Analytics dashboard |
| Conversion Rate | > 3% | Stripe dashboard |
| Support Tickets | -30% | Help desk system |
| Admin Efficiency | +40% | Time tracking |
| Content Publishing | +50% | CMS metrics |

### Migration Success Criteria

✅ **Must Have**
- Zero data loss
- All users successfully migrated
- Payment processing operational
- Authentication working
- Core features functional

✅ **Should Have**
- Performance improvements
- Enhanced admin features
- Better error handling
- Improved monitoring

✅ **Nice to Have**
- New feature additions
- UI/UX improvements
- Advanced analytics

## Team Structure & Responsibilities

### Core Team

| Role | Name | Responsibilities | Allocation |
|------|------|-----------------|------------|
| Project Manager | TBD | Overall coordination, stakeholder communication | 50% |
| Lead Developer | TBD | Architecture decisions, code reviews | 100% |
| Backend Developer | TBD | Collections, APIs, migrations | 100% |
| Frontend Developer | TBD | UI components, user experience | 75% |
| DevOps Engineer | TBD | Infrastructure, deployment, monitoring | 50% |
| QA Engineer | TBD | Testing, validation, quality assurance | 50% |

### RACI Matrix

| Task | Project Manager | Lead Dev | Backend Dev | Frontend Dev | DevOps | QA |
|------|----------------|----------|-------------|--------------|--------|-----|
| Architecture Design | I | R/A | C | C | C | I |
| Collections Development | I | A | R | I | I | C |
| API Development | I | A | R | C | I | C |
| Frontend Updates | I | A | I | R | I | C |
| Testing | C | A | C | C | I | R |
| Deployment | A | C | I | I | R | C |

*R = Responsible, A = Accountable, C = Consulted, I = Informed*

## Communication Plan

### Regular Meetings

| Meeting | Frequency | Participants | Purpose |
|---------|-----------|-------------|---------|
| Daily Standup | Daily | All team | Progress updates |
| Sprint Planning | Bi-weekly | All team | Plan next sprint |
| Technical Review | Weekly | Dev team | Architecture decisions |
| Stakeholder Update | Weekly | PM + Stakeholders | Progress report |
| Retrospective | Bi-weekly | All team | Process improvement |

### Communication Channels

```yaml
channels:
  immediate:
    tool: Slack
    channels:
      - "#payload-migration"
      - "#payload-alerts"

  async:
    tool: GitHub
    uses:
      - Pull requests
      - Issues
      - Discussions

  documentation:
    tool: Confluence/Notion
    sections:
      - Technical specs
      - Meeting notes
      - Decision log
```

## Budget Breakdown

### Development Costs

| Item | Hours | Rate | Cost |
|------|-------|------|------|
| Lead Developer | 480 | $150/hr | $72,000 |
| Backend Developer | 480 | $120/hr | $57,600 |
| Frontend Developer | 360 | $100/hr | $36,000 |
| DevOps Engineer | 240 | $130/hr | $31,200 |
| QA Engineer | 240 | $90/hr | $21,600 |
| Project Manager | 240 | $110/hr | $26,400 |
| **Subtotal** | | | **$244,800** |

### Infrastructure Costs (Annual)

| Service | Monthly | Annual |
|---------|---------|--------|
| Servers (AWS/GCP) | $800 | $9,600 |
| Database (PostgreSQL) | $400 | $4,800 |
| Redis Cache | $150 | $1,800 |
| CloudFlare | $200 | $2,400 |
| Monitoring (DataDog) | $300 | $3,600 |
| Backup Storage | $100 | $1,200 |
| **Total** | **$1,950** | **$23,400** |

### Third-Party Services (Annual)

| Service | Monthly | Annual |
|---------|---------|--------|
| Stripe Fees | ~$500 | ~$6,000 |
| Mailgun | $35 | $420 |
| Sentry | $26 | $312 |
| **Total** | **$561** | **$6,732** |

### Total Project Cost

```
Development (one-time): $244,800
Infrastructure (annual): $23,400
Services (annual): $6,732
Contingency (20%): $48,960
━━━━━━━━━━━━━━━━━━━━━
Total First Year: $323,892
Annual Recurring: $30,132
```

## Post-Launch Plan

### Week 1 Post-Launch
- 24/7 monitoring with on-call rotation
- Daily health checks
- Immediate bug fixes
- User feedback collection

### Week 2-4 Post-Launch
- Performance optimization
- Minor feature adjustments
- Documentation updates
- Team knowledge transfer

### Month 2-3 Post-Launch
- Feature enhancements
- Advanced admin training
- Process optimization
- Success metrics review

### Ongoing Maintenance
- Regular security updates
- Performance monitoring
- Feature development
- User support

## Training & Documentation

### Documentation Deliverables

1. **Technical Documentation**
   - API reference guide
   - Database schema documentation
   - Deployment procedures
   - Troubleshooting guide

2. **User Documentation**
   - Admin user guide
   - Content management guide
   - Video tutorials
   - FAQ section

3. **Developer Documentation**
   - Code architecture guide
   - Collection development guide
   - Plugin development guide
   - Testing procedures

### Training Plan

| Audience | Duration | Topics | Format |
|----------|----------|--------|--------|
| Developers | 2 days | Payload development, APIs, deployment | Workshop |
| Admins | 1 day | Content management, user management | Hands-on |
| Support Team | 4 hours | Common issues, escalation | Presentation |
| End Users | Self-serve | New features, changes | Video/Docs |

## Quality Gates

### Gate 1: Development Complete (Week 10)
- [ ] All collections implemented
- [ ] APIs functional
- [ ] Frontend integrated
- [ ] Documentation complete

### Gate 2: Testing Complete (Week 11)
- [ ] All tests passing
- [ ] Performance validated
- [ ] Security audit passed
- [ ] UAT sign-off

### Gate 3: Production Ready (Week 12)
- [ ] Infrastructure provisioned
- [ ] Data migration tested
- [ ] Rollback plan validated
- [ ] Team trained

### Gate 4: Go-Live Approval
- [ ] Stakeholder approval
- [ ] Risk assessment complete
- [ ] Communication sent
- [ ] Support ready

## Appendices

### A. Technology Stack

```javascript
const techStack = {
  framework: "Next.js 15.5.3",
  cms: "Payload CMS 2.x",
  database: "PostgreSQL 15",
  orm: "Payload ORM (Drizzle)",
  cache: "Redis 7",
  payments: "Stripe",
  email: "Mailgun",
  hosting: "Vercel/AWS",
  cdn: "CloudFlare",
  monitoring: "Sentry + DataDog",
  languages: {
    backend: "TypeScript",
    frontend: "TypeScript + React",
    database: "SQL",
  }
};
```

### B. Key Contacts

| Role | Name | Email | Phone |
|------|------|-------|-------|
| Product Owner | TBD | - | - |
| Technical Lead | TBD | - | - |
| Stripe Support | - | support@stripe.com | - |
| Payload Support | - | support@payloadcms.com | - |

### C. Useful Resources

- [Payload CMS Documentation](https://payloadcms.com/docs)
- [Stripe API Reference](https://stripe.com/docs/api)
- [PostgreSQL Documentation](https://www.postgresql.org/docs/)
- [Next.js Documentation](https://nextjs.org/docs)
- [Project GitHub Repository](https://github.com/your-org/biblical-guide)

### D. Monitoring Dashboards

- **Application Monitoring**: `https://app.datadoghq.com/dashboard/biblical-guide`
- **Error Tracking**: `https://sentry.io/organizations/biblical-guide`
- **Payment Analytics**: `https://dashboard.stripe.com`
- **Traffic Analytics**: `https://dash.cloudflare.com`

---

## Sign-off

This roadmap has been reviewed and approved by:

| Name | Role | Signature | Date |
|------|------|-----------|------|
| | Product Owner | | |
| | Technical Lead | | |
| | Project Manager | | |
| | Finance Manager | | |

---

*Document Version: 1.0*
*Last Updated: November 2024*
*Next Review: December 2024*
*Status: DRAFT - Pending Approval*