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part2-dev/planning/04-roadmap.md

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+# IGNY8 Phase 2 Roadmap & Implementation Plan
+
+Consolidates `Igny8-part-2-plan.md` and `IGNY8-IMPLEMENTATION-PLAN.md` into a single execution roadmap.
+
+---
+
+## 1. Roadmap Overview
+
+### Strategic Themes
+1. **Planner Modernization** – richer clustering, taxonomy seeding, keyword governance.
+2. **Site Builder Evolution** – guided wizard, taxonomy-aware sitemap generation, blueprint ↔ planner sync.
+3. **Writer & Optimization Depth** – metadata propagation, product/service support, auto-linking improvements.
+4. **Publishing & Sync** – IGNY8 deployments + full WordPress parity (taxonomies, products, attributes).
+
+### Stage Rollout
+| Stage | Focus | Target Outcome |
+| --- | --- | --- |
+| Stage 1 | Data & services foundation | New schema, clustering upgrades, workflow state APIs. |
+| Stage 2 | Planner + Wizard UX | State-aware wizard, taxonomy builder, planner UI refresh. |
+| Stage 3 | Writer / Linker / Optimizer | Metadata-aware tasks/content, improved linking & scoring. |
+| Stage 4 | Publishing & Sync | WordPress taxonomy sync, deployment polish, QA. |
+
+---
+
+## 2. Detailed Workstream Breakdown
+
+### Workstream A – Data & Services
+- Apply migrations for blueprint clusters/taxonomies, writer mapping tables.
+- Implement `WorkflowStateService`, validation endpoints, TaxonomyService.
+- Upgrade clustering prompt/service for multi-dimensional outputs.
+- Update API serializers to expose entity metadata.
+
+### Workstream B – Planner & Wizard UX
+- New planner views for clusters/taxonomies with matrix visualization.
+- Wizard steps (business, clusters, taxonomy, sitemap, validation, hand-off) with gating logic.
+- Toasts/tooltips/inline helpers to keep users oriented.
+- Resume capability (persisted step state).
+
+### Workstream C – Writer, Linker, Optimizer
+- Extend ideas/tasks/content editors with cluster/taxonomy context panels.
+- Enforce validation (no publish without assigned taxonomy/attributes).
+- Linker suggestions grouped by cluster role; optimizer scoring for coverage.
+- Progress dashboards per site/cluster.
+
+### Workstream D – Publishing & Sync
+- Finish WordPress taxonomy + product attribute sync (bi-directional).
+- Update deployment adapters to honor new metadata; ensure renderer reads cluster/taxonomy info.
+- Provide sync dashboards with health indicators, last sync timestamps.
+- Final regression + staging sign-off.
+
+---
+
+## 3. Milestones & Deliverables
+
+| Milestone | Key Deliverables | Dependencies |
+| --- | --- | --- |
+| M1 – Schema Ready | Migrations merged, services deployed, API docs updated. | None. |
+| M2 – Guided Planner & Wizard | New UI flows live behind feature flag, analytics instrumented. | M1. |
+| M3 – Metadata-Driven Writer | Writer/linker/optimizer using new relations, validation in place. | M2. |
+| M4 – Publish & Sync Alpha | WordPress sync parity, deployment QA, release notes. | M3. |
+
+Each milestone includes QA checklist, documentation update (master-docs + in-app help), and telemetry validation.
+
+---
+
+## 4. Dependencies & Risks
+- **Redis/Celery availability** – AI flows block if infra not running; ensure monitoring.
+- **Migration coordination** – new tables touched by multiple services; schedule maintenance window.
+- **WordPress API variance** – taxonomy/product endpoints vary by site; need robust error handling + manual override UI.
+- **User learning curve** – wizard adds structure; include onboarding tips and inline docs.
+
+Mitigations described in `02-workflows.md` (UX guardrails) and `03-phase-reports.md` (lessons learned).
+
+---
+
+## 5. Communication & Tracking
+- Maintain status in `part2-dev/README.md` with links to this roadmap.
+- Sprint boards map tasks back to stage/milestone.
+- Release notes reference doc IDs here for posterity.
+
+---
+
+## References
+- Strategy context: `01-strategy.md`
+- Detailed workflows: `02-workflows.md`
+- Historical reports: `03-phase-reports.md`
+
+