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

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

// 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

// 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

// 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

# 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

{
  "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

# 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

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

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
• Stripe API Reference
• PostgreSQL Documentation
• Next.js Documentation
• Project GitHub Repository

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