insertr/RELEASE_PLAN.md

# Insertr Release Plan & Feature Roadmap

**Last Updated**: October 26, 2025  
**Status**: Consolidated from all project documentation  
**Purpose**: Unified release planning to replace haphazard development approach

---

## Current State Assessment

### ✅ **Implemented & Working**

**Core Architecture**
- ✅ Unified Go binary (serve + enhance commands)
- ✅ Multi-database support (SQLite dev, PostgreSQL prod)
- ✅ HTML-first content processing engine
- ✅ Container expansion with syntactic sugar (`class="insertr"` on containers)
- ✅ Style detection and preservation system
- ✅ Version control with complete edit history
- ✅ Build-time content enhancement

**Authentication System**
- ✅ Mock authentication for development
- ✅ Authentik OIDC integration for production
- ✅ JWT-based session management
- ✅ Secure cookie handling

**Frontend Library**
- ✅ Zero-dependency JavaScript library (222KB built)
- ✅ Style-aware editor with automatic CSS detection
- ✅ HTML preservation engine
- ✅ API client with authentication integration
- ✅ Control panel UI
- ✅ Form-based editing interfaces

**Content Management**
- ✅ Full REST API for content operations
- ✅ Content versioning and rollback
- ✅ Multi-site content management
- ✅ Real-time content injection during development

**Class System**
- ✅ `.insertr` - Basic element editing
- ✅ `.insertr-gate` - Authentication triggers
- ✅ `.insertr-add` - Dynamic content collections
- ✅ Container expansion intelligence

**Developer Experience**
- ✅ Hot reload development workflow
- ✅ Multiple demo sites for testing
- ✅ Just/npm script integration
- ✅ Comprehensive configuration system

### 🟡 **Partially Implemented**

**Content Types**
- 🟡 `.insertr-content` - Planned but not fully implemented
- 🟡 Rich text editing - Basic implementation, needs enhancement
- 🟡 Media management - No implementation
- 🟡 SEO metadata - No implementation

**Publishing Workflow**
- 🟡 Draft/publish system - Fully designed in DRAFT_PUBLISH_FEATURE.md but not implemented
- 🟡 Content approval workflows - Not implemented
- 🟡 Scheduled publishing - Not implemented

**Error Handling & UX**
- 🟡 Error states and feedback - Basic implementation
- 🟡 Offline handling - Not implemented
- 🟡 Loading indicators - Basic implementation
- 🟡 Auto-save - Not implemented

### ❌ **Missing for v1.0**

**Critical Gaps**
- ❌ Comprehensive testing (no test files found)
- ❌ Production deployment guides
- ❌ Performance benchmarking
- ❌ Error logging and monitoring
- ❌ CDN hosting setup for library assets

**User Experience Gaps**
- ❌ Media upload and management
- ❌ SEO optimization tools
- ❌ Content search and filtering
- ❌ Bulk content operations

**Enterprise Features**
- ❌ Role-based permissions
- ❌ Multi-user collaboration
- ❌ Audit trails
- ❌ Performance monitoring

---

## Version 1.0 Release Plan

### **Target Release Date**: January 31, 2026 (3 months)

### **v1.0 Success Criteria**

> **Primary Goal**: Production-ready CMS that delivers on "The Tailwind of CMS" promise with zero-config HTML-first editing.

**Must-Have Features**:
1. ✅ **Zero Configuration**: Add `class="insertr"` to any element and get editing
2. ✅ **Perfect HTML Preservation**: Maintain all CSS styling and attributes
3. ✅ **Production Authentication**: Secure OIDC integration for real deployments
4. ✅ **Version Control**: Complete edit history with rollback capabilities
5. ⚠️ **Reliable Publishing**: Draft/publish workflow for production content management
6. ⚠️ **Essential Testing**: Comprehensive test coverage for reliability
7. ⚠️ **Production Deployment**: Clear guides for real-world deployments

**Quality Gates**:
- 🎯 **90%+ Test Coverage** across core functionality
- 🎯 **Production Deployment** examples for 3+ hosting platforms
- 🎯 **Performance Benchmarks** meeting static site standards
- 🎯 **Security Audit** completed for authentication and content handling
- 🎯 **Documentation Complete** for all core features

---

## v1.0 Feature Implementation Plan

### **Phase 1: Foundation & Quality** (4-6 weeks)

**Priority: CRITICAL** - Must complete before adding new features

#### **1.1 Comprehensive Testing Framework**
```bash
# Target test structure
tests/
├── unit/
│   ├── frontend/          # JavaScript unit tests
│   │   ├── core/              # Business logic tests
│   │   ├── ui/                # Component tests
│   │   └── utils/             # Utility function tests
│   └── backend/           # Go unit tests
│       ├── api/               # HTTP handler tests
│       ├── auth/              # Authentication tests
│       ├── db/                # Database tests
│       └── engine/            # Content processing tests
├── integration/
│   ├── api_test.go        # Full API integration tests
│   ├── auth_test.go       # Authentication flow tests
│   └── enhancement_test.go    # Build pipeline tests
└── e2e/
    ├── editing_workflow/  # End-to-end editing tests
    ├── publishing_flow/   # Draft/publish workflow tests
    └── authentication/    # Auth integration tests
```

**Implementation Tasks**:
- [ ] **JavaScript Testing**: Jest + Testing Library setup
- [ ] **Go Testing**: Unit tests for all packages with testify
- [ ] **API Integration Tests**: Full HTTP API test suite
- [ ] **E2E Testing**: Playwright tests for editing workflows
- [ ] **Performance Tests**: Benchmark suite for enhancement pipeline
- [ ] **CI/CD Integration**: GitHub Actions with test automation

**Success Criteria**:
- ✅ 90%+ code coverage across frontend and backend
- ✅ All core user workflows covered by E2E tests
- ✅ Performance benchmarks established and monitored
- ✅ CI/CD pipeline blocks releases on test failures

#### **1.2 Error Handling & Monitoring**
```go
// Target error handling structure
type InsertrError struct {
    Code      string    `json:"code"`
    Message   string    `json:"message"`
    Details   any       `json:"details,omitempty"`
    UserMsg   string    `json:"user_message"`
    Timestamp time.Time `json:"timestamp"`
    RequestID string    `json:"request_id"`
}

type Logger interface {
    Info(msg string, fields ...any)
    Warn(msg string, fields ...any)
    Error(msg string, err error, fields ...any)
}
```

**Implementation Tasks**:
- [ ] **Structured Logging**: JSON logging with levels and context
- [ ] **Error Types**: Standardized error codes and user messages
- [ ] **Request Tracing**: Request ID tracking through system
- [ ] **Health Checks**: Comprehensive health monitoring endpoints
- [ ] **Metrics Collection**: Prometheus-compatible metrics
- [ ] **Frontend Error Handling**: User-friendly error states and recovery

#### **1.3 Performance Optimization**
**Implementation Tasks**:
- [ ] **Frontend Bundle Optimization**: Code splitting and lazy loading
- [ ] **Database Query Optimization**: Indexes and query performance
- [ ] **Caching Layer**: Multi-tier caching for content and assets
- [ ] **Content Enhancement Performance**: Optimize HTML processing pipeline
- [ ] **Memory Management**: Proper cleanup and resource management

### **Phase 2: Draft/Publish System** (3-4 weeks)

**Priority: HIGH** - Essential for production content management

Based on comprehensive design in `DRAFT_PUBLISH_FEATURE.md`:

#### **2.1 Database Schema Implementation**
```sql
-- Add state tracking to content_versions table
ALTER TABLE content_versions ADD COLUMN state TEXT DEFAULT 'history' NOT NULL 
CHECK (state IN ('history', 'draft', 'live'));

-- Create indexes for efficient state-based queries
CREATE INDEX idx_content_versions_state ON content_versions(content_id, site_id, state);
CREATE UNIQUE INDEX idx_content_versions_unique_draft 
ON content_versions(content_id, site_id) WHERE state = 'draft';
CREATE UNIQUE INDEX idx_content_versions_unique_live 
ON content_versions(content_id, site_id) WHERE state = 'live';
```

#### **2.2 API Implementation**
**New Endpoints**:
- `GET /api/content/{id}?state=draft|live|history`
- `POST /api/content/{id}/save-draft`
- `POST /api/content/{id}/publish`
- `POST /api/content/{id}/rollback/{version_id}`
- `GET /api/content/{id}/diff`
- `POST /api/enhancement/preview`
- `GET /api/status/changes`

#### **2.3 Frontend Implementation**
**UI Components**:
- [ ] **Draft/Publish Controls**: Replace "Enhance" with "Save Draft"/"Publish"
- [ ] **State Indicators**: Visual indicators for draft vs published content
- [ ] **Publishing Dashboard**: Overview of unpublished changes
- [ ] **Diff Viewer**: Compare draft vs published content
- [ ] **Auto-save**: LocalStorage drafts with conflict resolution

### **Phase 3: Essential Features** (4-5 weeks)

**Priority: HIGH** - Core features expected in modern CMS

#### **3.1 Media Management System**
```go
// Media handling architecture
type MediaAsset struct {
    ID          string            `json:"id"`
    SiteID      string            `json:"site_id"`
    Filename    string            `json:"filename"`
    ContentType string            `json:"content_type"`
    Size        int64             `json:"size"`
    URL         string            `json:"url"`
    Metadata    map[string]string `json:"metadata"`
    CreatedAt   time.Time         `json:"created_at"`
    CreatedBy   string            `json:"created_by"`
}
```

**Implementation Tasks**:
- [ ] **File Upload API**: Multipart upload with validation
- [ ] **Image Optimization**: Automatic resizing and format conversion
- [ ] **CDN Integration**: Asset hosting and delivery optimization
- [ ] **Media Browser**: Frontend file management interface
- [ ] **Image Editor Integration**: Basic crop/resize functionality

#### **3.2 SEO & Metadata Management**
```javascript
// SEO interface structure
class SEOManager {
    generateMetaTags(content) {
        // Auto-generate meta descriptions
        // Open Graph optimization
        // Twitter Card generation
    }
    
    analyzeContent(html) {
        // Heading structure validation
        // Readability scoring
        // SEO recommendations
    }
}
```

**Implementation Tasks**:
- [ ] **Meta Field Management**: Title, description, keywords
- [ ] **Open Graph Tags**: Social media optimization
- [ ] **Structured Data**: JSON-LD schema generation
- [ ] **Content Analysis**: SEO recommendations and scoring
- [ ] **Sitemap Generation**: Automatic XML sitemap creation

#### **3.3 Enhanced Content Types**
**Complete `.insertr-content` Implementation**:
- [ ] **Rich Text Editor**: Enhanced editing with formatting toolbar
- [ ] **Block Management**: Drag-and-drop content blocks
- [ ] **Style Detection**: Advanced CSS style preservation
- [ ] **Content Structure**: Heading hierarchy validation
- [ ] **Markdown Support**: Optional markdown shortcuts

### **Phase 4: Production Readiness** (2-3 weeks)

**Priority: CRITICAL** - Must complete for v1.0 release

#### **4.1 Deployment & Documentation**
**Implementation Tasks**:
- [ ] **Production Deployment Guides**: Netlify, Vercel, CloudFlare Pages
- [ ] **CDN Setup**: Library hosting and version management
- [ ] **Docker Images**: Containerized deployment options
- [ ] **Database Migrations**: Schema versioning and update scripts
- [ ] **Security Documentation**: Authentication setup and best practices

#### **4.2 Developer Experience**
**Implementation Tasks**:
- [ ] **CLI Enhancements**: Project scaffolding and migration tools
- [ ] **Integration Examples**: Hugo, Jekyll, Next.js, Gatsby
- [ ] **VS Code Extension**: Syntax highlighting and tooling
- [ ] **Development Tools**: Debug mode and diagnostic utilities
- [ ] **Performance Profiling**: Development optimization tools

#### **4.3 Quality Assurance**
**Implementation Tasks**:
- [ ] **Security Audit**: Authentication and content handling review
- [ ] **Performance Benchmarking**: Compare against competing solutions
- [ ] **Accessibility Audit**: WCAG compliance for editor interfaces
- [ ] **Browser Compatibility**: Cross-browser testing and support
- [ ] **Load Testing**: Multi-site performance under load

---

## v1.0 Feature Checklist

### **Core Functionality**
- ✅ `.insertr` class editing with style preservation
- ✅ `.insertr-gate` authentication integration
- ✅ `.insertr-add` dynamic content collections
- ⚠️ `.insertr-content` rich text editing (needs enhancement)
- ⚠️ Version control with rollback (needs UI polish)
- ❌ Draft/publish workflow
- ❌ Media upload and management
- ❌ SEO metadata management

### **Authentication & Security**
- ✅ Mock authentication for development
- ✅ Authentik OIDC for production
- ✅ JWT session management
- ❌ Role-based permissions (v2.0)
- ❌ Security audit completion

### **API & Backend**
- ✅ Full REST API for content operations
- ✅ Multi-database support (SQLite/PostgreSQL)
- ✅ Content versioning system
- ❌ Draft/publish endpoints
- ❌ Media upload endpoints
- ❌ Performance monitoring

### **Frontend & UI**
- ✅ Zero-dependency JavaScript library
- ✅ Style-aware editor
- ✅ Control panel interface
- ❌ Draft/publish UI controls
- ❌ Media browser interface
- ❌ Error states and loading indicators
- ❌ Auto-save functionality

### **Developer Experience**
- ✅ Hot reload development workflow
- ✅ Multi-site demo environment
- ✅ Configuration management
- ❌ Comprehensive testing framework
- ❌ Production deployment guides
- ❌ CLI enhancement tools
- ❌ Integration examples

### **Quality & Performance**
- ❌ 90%+ test coverage
- ❌ Performance benchmarks
- ❌ Error handling and monitoring
- ❌ CDN integration for assets
- ❌ Browser compatibility testing

---

## Post-v1.0 Roadmap

### **Version 1.1** (Q2 2026) - Enhanced UX
**Focus**: User experience improvements and missing convenience features

**Key Features**:
- **Real-time Collaboration**: Multi-user editing with conflict resolution
- **Advanced Media Management**: Image editing, gallery management
- **Content Templates**: Reusable content blocks and page templates
- **Enhanced SEO Tools**: Advanced analytics and optimization
- **Mobile Editing**: Responsive editor interfaces

### **Version 1.5** (Q3 2026) - Enterprise Features
**Focus**: Enterprise adoption and advanced workflows

**Key Features**:
- **Role-based Permissions**: Granular access control
- **Approval Workflows**: Multi-step content approval processes
- **Audit Trails**: Comprehensive activity logging
- **API Analytics**: Usage monitoring and optimization
- **White-label Solutions**: Agency and reseller capabilities

### **Version 2.0** (Q4 2026) - Platform Evolution
**Focus**: Platform expansion and ecosystem development

**Key Features**:
- **Plugin Architecture**: Third-party extensions and integrations
- **Visual Page Builder**: Drag-and-drop page construction
- **AI Content Assistance**: Smart suggestions and optimization
- **E-commerce Integration**: Product management and shopping carts
- **Advanced Analytics**: Content performance and user engagement

### **Version 2.5** (Q1 2027) - Next-Generation CMS
**Focus**: Innovation and market leadership

**Key Features**:
- **Edge Computing**: Content personalization at edge locations
- **Advanced AI**: Content generation and automated optimization
- **Cross-platform Publishing**: Multi-channel content distribution
- **Advanced Performance**: Sub-second global content delivery
- **Developer Ecosystem**: Marketplace and community platform

---

## Implementation Strategy

### **Development Approach**
1. **Quality First**: Comprehensive testing before new features
2. **User-Centric**: Focus on real-world use cases and pain points
3. **Performance Obsessed**: Maintain zero runtime overhead advantage
4. **Documentation Driven**: Complete docs for every feature
5. **Community Building**: Open development with transparent roadmap

### **Release Schedule**
- **Monthly Releases**: Regular feature additions and improvements
- **Security Patches**: Immediate response to security issues
- **LTS Versions**: Long-term support for major releases
- **Beta Releases**: Early access for testing and feedback

### **Success Metrics**
- **Adoption**: 1000+ production deployments by end of 2026
- **Performance**: Sub-2-second editor load times maintained
- **Community**: 100+ contributors and 5000+ GitHub stars
- **Enterprise**: 50+ enterprise customers with dedicated support
- **Ecosystem**: 20+ community plugins and integrations

---

## Risk Mitigation

### **Technical Risks**
1. **Performance Degradation**: Continuous benchmarking and optimization
2. **Security Vulnerabilities**: Regular audits and penetration testing
3. **Browser Compatibility**: Automated cross-browser testing
4. **Scalability Issues**: Load testing and performance monitoring

### **Market Risks**
1. **Competition**: Focus on unique value proposition and innovation
2. **Adoption Barriers**: Comprehensive documentation and examples
3. **Enterprise Requirements**: Flexible architecture for custom needs
4. **Technology Evolution**: Modular design for easy adaptation

### **Operational Risks**
1. **Team Scaling**: Clear development processes and documentation
2. **Community Management**: Dedicated community engagement resources
3. **Support Load**: Self-service documentation and automation
4. **Infrastructure Costs**: Efficient resource usage and optimization

---

## Conclusion

This release plan consolidates all existing documentation into a concrete, actionable roadmap for v1.0. The focus is on completing the production-ready foundation with essential features before expanding into advanced capabilities.

**Key Principles**:
- **Quality over quantity**: Better to ship fewer features that work perfectly
- **User-focused development**: Real-world use cases drive feature priorities
- **Performance first**: Maintain the core advantage of zero runtime overhead
- **Documentation complete**: Every feature fully documented and tested

The goal is to transition from the current haphazard development approach to a structured, milestone-driven process that delivers a genuinely production-ready CMS that fulfills the "Tailwind of CMS" vision.

---

**Next Steps**:
1. Review and approve this consolidated plan
2. Begin Phase 1 implementation (Testing & Quality)
3. Establish weekly progress reviews and milestone tracking
4. Set up project management tools for feature tracking
5. Begin community engagement and early user feedback collection

*This document supersedes all previous roadmap documents and serves as the single source of truth for Insertr development planning.*