learning_ai_common_plat/docs/UNIFIED_BYTELYST_PORTAL_ROADMAP.md

Unified ByteLyst Portal — Roadmap & Task List

Date: 2026-03-21 · Companion to: UNIFIED_BYTELYST_PORTAL_PRD.md Estimated total: 8 phases · ~129 tasks · 6-8 weeks

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Phase 0: Repo Scaffold & Foundations (2 days)

Goal: Repo exists, builds, deploys to dev. BFF starts and returns health check. Web renders shell.

#	Task	Type	Est	Notes
0.1	Create learning_ai_portal repo with standard structure	infra	1h	backend/, web/, shared/, docs/, AGENTS.md
0.2	Create shared/product.json (id: portal, port: 4020/3010)	config	15m	Follow existing product.json pattern
0.3	Create products/portal/product.json in common-plat	config	15m	Register portal in product registry
0.4	Scaffold BFF with @bytelyst/fastify-core (port 4020)	backend	1h	createServiceApp() + health endpoint
0.5	Add lib/config.ts -- Zod-validated env (JWT_SECRET, PLATFORM_URL, product backend URLs)	backend	30m
0.6	Add lib/product-config.ts -- load from shared/product.json	backend	15m
0.7	Add lib/auth.ts -- JWT extraction + portal scope validation	backend	30m
0.8	Add lib/request-context.ts -- getUserId(req), getUserMemberships(req)	backend	30m
0.9	Add lib/product-registry.ts -- load all product.json files, build registry	backend	1h	Read from ../../products/*/product.json or env-injected
0.10	Add lib/product-client.ts -- service-to-service HTTP client for product backends	backend	1h	Timeout, circuit breaker, x-user-id header
0.11	Add lib/errors.ts -- re-export from @bytelyst/errors	backend	10m	Standard pattern across all product backends
0.12	Add lib/datastore.ts -- @bytelyst/datastore provider (Cosmos or memory via DB_PROVIDER)	backend	30m	Required for widget layout persistence
0.13	Add lib/cosmos-init.ts -- register portal_widget_layouts container on startup	backend	30m	Partition: /userId
0.14	Add vitest.config.ts + test-helpers.ts -- Vitest config + buildTestApp() helper	backend	30m	Standard test scaffold
0.15	Scaffold web with Next.js 16 + @bytelyst/dashboard-shell (port 3010)	web	1h	App Router, TailwindCSS v4, --portal-* CSS props
0.16	Add web/src/lib/product-config.ts -- product identity + API URLs	web	15m
0.17	Add web/src/lib/auth.ts -- @bytelyst/react-auth provider	web	30m	Cookie-based auth
0.18	Add web/src/lib/api.ts -- typed fetch client for BFF	web	30m
0.19	Add web/src/app/layout.tsx + providers.tsx -- shell + auth + telemetry	web	30m
0.20	Create AGENTS.md with project conventions	docs	30m
0.21	Create .github/workflows/ci.yml -- typecheck + test for backend + web	infra	30m
0.22	Verify: cd backend && npm test && npm run typecheck passes	test	15m
0.23	Verify: cd web && npm run typecheck && npm run build passes	test	15m

Phase 0 deliverable: Repo builds, BFF returns GET /health, web renders empty shell with sidebar. (23 tasks)

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Phase 1: Product Launcher & Auth (3 days)

Goal: User can log in, see all their products, and launch any product dashboard.

#	Task	Type	Est	Notes
1.1	BFF: GET /api/portal/products -- fetch user memberships from platform-service /auth/me, enrich with product.json metadata	backend	2h	Returns { products: [{ id, name, icon, plan, role, dashboardUrl, lastActiveAt }] }
1.2	BFF: POST /api/portal/products/:id/switch -- re-issue JWT with new active productId	backend	1h
1.3	BFF: service-to-service auth setup -- API key registration for portal-to-product-backend calls	backend	2h	Register portal as a service consumer in platform-service
1.4	Web: /login page -- email/password + OAuth buttons via @bytelyst/react-auth	web	2h	Redirect to / on success
1.5	Web: (app)/layout.tsx -- authenticated route group with DashboardShell	web	1h	Sidebar nav: Home, Products, Activity, Search, Billing, Settings, Security
1.6	Web: Sidebar.tsx -- portal sidebar with product icons + nav sections	web	1h
1.7	Web: /products page -- product launcher grid	web	3h	Card per product: icon, name, plan badge, last active, "Open" button
1.8	Web: ProductCard.tsx component -- product card with theme colors from product.json	web	1h
1.9	Web: / redirect to /products (temporary, until dashboard is built in Phase 3)	web	15m
1.10	Web: product launch handler -- opens product dashboard in new tab with session context	web	1h	Deep link: https://{domain}/?portal=true
1.11	Web: show "Get Started" CTA for products user hasn't signed up for	web	1h	Links to product landing page
1.12	Test: BFF products endpoint returns correct memberships	test	1h	Vitest
1.13	BFF: GET /api/portal/quick-actions -- available quick actions per product from product registrations	backend	1h	Static config in product.json + optional dynamic from backends
1.14	Test: Login flow to product grid to launch works E2E	test	1h	Playwright

Phase 1 deliverable: User logs in, sees grid of their products with status, can open any product in a new tab.

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Phase 2: Activity Feed & Notifications (3 days)

Goal: User sees a chronological feed of recent actions across all products.

#	Task	Type	Est	Notes
2.1	BFF: lib/feed-aggregator.ts -- parallel fan-out to product backends with timeout + circuit breaker	backend	3h	3s timeout per product, fail-open
2.2	BFF: Define FeedEvent schema + product-specific event mappers	backend	2h	One mapper per product that normalizes response into FeedEvent
2.3	BFF: GET /api/portal/feed -- aggregated feed with pagination (?cursor=&limit=50)	backend	2h	Merge-sort by createdAt desc
2.4	BFF: In-memory cache (60s TTL per user) for feed data	backend	1h
2.5	BFF: GET /api/portal/notifications -- aggregate from platform-service notifications	backend	1h
2.6	Web: /activity page -- full-page activity timeline	web	3h	Filter by product, date range, event type
2.7	Web: FeedCard.tsx -- event card with product icon, title, timestamp, deep link	web	1h
2.8	Web: FeedFilters.tsx -- product multi-select, date range picker	web	1h
2.9	Web: Activity feed widget on / home page (compact view, last 10 items)	web	1h
2.10	Web: Notification bell in top bar -- badge count + dropdown	web	2h
2.11	Product backends: Verify each backend has a "recent items" list endpoint	backend	2h	Add missing endpoints where needed
2.12	Test: Feed aggregation with 3 products up, 2 down	test	1h	Circuit breaker test
2.13	Test: Feed pagination, sorting, filtering	test	1h

Phase 2 deliverable: /activity page shows chronological feed from all products. Home page shows compact feed.

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Phase 3: Widget Dashboard (4 days)

Goal: Home page is a customizable widget grid. Users can add/remove/resize widgets.

#	Task	Type	Est	Notes
3.1	BFF: modules/widgets/types.ts -- WidgetDefinition, WidgetLayout schemas	backend	1h
3.2	BFF: modules/widgets/repository.ts -- CRUD for user widget layouts in Cosmos	backend	2h	Container: portal_widget_layouts, partition: /userId
3.3	BFF: modules/widgets/routes.ts -- GET/PUT layout, GET widget definitions	backend	2h
3.4	BFF: GET /api/portal/widgets/:widgetId/data -- fetch widget data from product backend	backend	2h	Route to correct product backend based on widgetId prefix
3.5	BFF: Register 20+ widget definitions (from PRD section 5.4)	backend	2h	Static definitions loaded at startup
3.6	BFF: Cosmos container registration for portal_widget_layouts	backend	30m
3.7	Web: / home page with widget grid layout (CSS Grid)	web	3h	Fixed grid for v1, drag-and-drop in Phase 8
3.8	Web: WidgetShell.tsx -- generic widget wrapper (header, loading, error, resize)	web	2h
3.9	Web: WidgetPicker.tsx -- modal to add widgets from catalog	web	2h	Grouped by product
3.10	Web: Implement 5 priority widgets: ChronoMind next-timer, NomGap fast-progress, FlowMonk today-schedule, NoteLett recent-notes, Portal billing-summary	web	4h	~45m each
3.11	Web: Implement 5 more widgets: LysnrAI recent-transcripts, MindLyst recent-captures, JarvisJr coaching-streak, ActionTrail recent-actions, PeakPulse weekly-stats	web	4h
3.12	Web: Implement remaining 11 widgets	web	5h
3.13	Web: useWidgetData(widgetId) hook -- fetch + cache + loading/error states	web	1h
3.14	Web: Default widget layout for new users (6 widgets: feed + 5 most-active products)	web	1h
3.15	Web: Save layout changes to BFF via PUT /api/portal/widgets/layout	web	1h	Debounced save
3.16	Test: Widget CRUD, layout persistence	test	1h
3.17	Test: Widget data fetch with product backend down (graceful degradation)	test	1h

Phase 3 deliverable: Home page has customizable widget grid. Each widget fetches live data.

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Phase 4: Cross-Product Search (2 days)

Goal: Cmd+K opens a global search bar that searches across all products.

#	Task	Type	Est	Notes
4.1	BFF: lib/search-aggregator.ts -- parallel search fan-out to product backends	backend	2h	Same circuit-breaker pattern as feed
4.2	BFF: GET /api/portal/search?q=...&products=... -- cross-product search	backend	2h	Returns results grouped by product
4.3	BFF: Product search endpoint mapping -- which endpoint to call per product	backend	1h	e.g., NoteLett: GET /api/notes?search=, LocalMemGPT: GET /api/search?q=
4.4	Web: /search page -- full search results grouped by product	web	3h	Product sections, result cards with deep links
4.5	Web: SearchBar.tsx -- Cmd+K global search overlay	web	2h	Debounced input, recent searches, keyboard nav
4.6	Web: SearchResultCard.tsx -- generic result card with product badge	web	1h
4.7	Web: Add use-keyboard-shortcuts.ts -- Cmd+K to open search	web	30m
4.8	Product backends: Verify search/filter endpoints exist for each product	backend	2h	Add missing search endpoints
4.9	Test: Search across 3 products, results merge correctly	test	1h
4.10	Test: Search with one product down, others still return	test	30m

Phase 4 deliverable: Cmd+K opens cross-product search. Results grouped by product with deep links.

---

Phase 5: Billing & Settings (2 days)

Goal: User manages billing and global preferences from the portal.

#	Task	Type	Est	Notes
5.1	BFF: GET /api/portal/billing/summary -- aggregate from platform-service subscriptions + stripe	backend	2h	Combined monthly cost, per-product breakdown
5.2	BFF: GET /api/portal/billing/invoices -- all invoices across products	backend	1h
5.3	BFF: GET /api/portal/preferences -- user global preferences	backend	1h	From UserDoc.globalPreferences
5.4	BFF: PATCH /api/portal/preferences -- update preferences	backend	1h	Validate with Zod, save to platform-service
5.5	Platform-service: Add globalPreferences field to UserDoc schema	backend	1h	Optional, backward-compatible
5.6	Platform-service: Add PATCH /auth/preferences endpoint	backend	1h
5.7	Web: /billing page -- subscription cards per product, combined total, invoice list	web	3h
5.8	Web: /settings page -- theme toggle, timezone picker, locale, notification prefs	web	3h
5.9	Web: Theme toggle (dark/light/system) applies to portal immediately	web	1h
5.10	Web: Notification preferences -- email/push/in-app toggles, digest frequency	web	1h
5.11	Test: Billing aggregation with mixed plan types	test	1h
5.12	Test: Preferences save and reload correctly	test	1h

Phase 5 deliverable: /billing shows combined costs. /settings manages cross-product preferences.

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Phase 6: Security & Profile (2 days)

Goal: Full SmartAuth security management from the portal.

#	Task	Type	Est	Notes
6.1	BFF: Proxy security endpoints to platform-service (MFA, passkeys, devices, login-events)	backend	2h	Same catch-all proxy pattern
6.2	Web: /security page -- MFA status, TOTP setup/disable, recovery codes	web	3h	Reuse patterns from admin-web security page
6.3	Web: /security -- passkey management (register, list, remove)	web	2h	WebAuthn browser API integration
6.4	Web: /security -- device list with trust levels, session revocation	web	2h
6.5	Web: /security -- login history timeline	web	1h
6.6	Web: /profile page -- name, email, avatar, connected OAuth accounts	web	2h
6.7	Web: Connected accounts section -- link/unlink Google, Microsoft, Apple	web	2h
6.8	Web: /support page -- create/track support tickets via platform-service support-cases	web	2h
6.9	Test: MFA setup flow E2E	test	1h
6.10	Test: Device revocation works from portal	test	30m

Phase 6 deliverable: Full security management. Profile with OAuth link/unlink. Support ticket creation.

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Phase 7: Telemetry, Polish & Launch (3 days)

Goal: Production-ready portal with telemetry, error handling, and polished UI.

#	Task	Type	Est	Notes
7.1	BFF: Telemetry event buffer -- portal-specific events (product_launched, search_executed, etc.)	backend	1h
7.2	BFF: Feature flags integration -- @bytelyst/feature-flag-client	backend	30m
7.3	BFF: Kill switch integration -- @bytelyst/kill-switch-client	backend	30m
7.4	BFF: Rate limiting on search and feed endpoints	backend	1h
7.5	BFF: Request logging with structured context	backend	30m
7.6	Web: Telemetry client -- track portal events via @bytelyst/telemetry-client	web	1h
7.7	Web: Error boundaries -- per-widget and per-page	web	1h
7.8	Web: Loading skeletons for all pages	web	2h
7.9	Web: Empty states for zero-product users (onboarding CTA)	web	1h
7.10	Web: Responsive design -- mobile-friendly sidebar collapse	web	2h
7.11	Web: PWA manifest + service worker for offline shell	web	1h
7.12	Web: --portal-* design tokens from @bytelyst/design-tokens	web	1h
7.13	Web: Keyboard shortcuts -- Cmd+K (search), Cmd+1-9 (product launch)	web	1h
7.14	Docs: Update AGENTS.md with final architecture	docs	1h
7.15	Docs: Write README.md with setup instructions	docs	30m
7.16	Docker: Dockerfile for BFF + web	infra	1h
7.17	Docker: Add to docker-compose.yml in common-plat	infra	30m
7.18	CI: Playwright E2E test suite (10 core flows)	test	3h
7.19	CI: Add portal to run-local-all-services.sh (in learning_voice_ai_agent repo)	infra	15m
7.20	Final: Typecheck + test + build green across BFF + web	test	1h

Phase 7 deliverable: Production-ready portal. All tests pass. Docker-deployable. Telemetry wired.

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Phase 8: Post-Launch Enhancements (Ongoing)

Goal: Iterative improvements based on usage data.

#	Task	Type	Est	Notes
8.1	Drag-and-drop widget reordering (react-dnd or dnd-kit)	web	3h
8.2	Embedded product views (iframe) with postMessage auth	web	4h	v2 of product launcher
8.3	SSE-based real-time feed updates	backend	3h	@bytelyst/fastify-sse
8.4	Cross-product quick actions (e.g., "Start Timer" from portal)	web+bff	4h	Product backends expose action endpoints
8.5	Mobile-responsive PWA optimization	web	2h
8.6	Admin analytics -- portal engagement metrics in admin-web	web	3h	Cross-product adoption charts
8.7	Smart widget suggestions based on user activity patterns	backend	2h	"You use ChronoMind daily -- add the timer widget?"
8.8	Unified notification center with mark-read, filters	web	3h
8.9	Product health badges -- show backend status in product cards	bff	1h	Poll health endpoints
8.10	Custom widget themes -- user sets accent color per widget	web	1h

---

Summary

Phase	Name	Duration	Tasks	Key Deliverable
0	Repo Scaffold and Foundations	2 days	23	Repo builds, shell renders
1	Product Launcher and Auth	3 days	14	Login, product grid, launch
2	Activity Feed and Notifications	3 days	13	Cross-product activity timeline
3	Widget Dashboard	4 days	17	Customizable widget grid
4	Cross-Product Search	2 days	10	Cmd+K global search
5	Billing and Settings	2 days	12	Combined billing + global prefs
6	Security and Profile	2 days	10	Full SmartAuth security from portal
7	Polish and Launch	3 days	20	Production-ready, Docker, E2E
8	Post-Launch	Ongoing	10	Drag-drop, SSE, quick actions
	Total	~21 days	129

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Dependency Graph

Phase 0 (scaffold)
  |
  v
Phase 1 (auth + products)
  |
  +---> Phase 2 (feed) ---> Phase 3 (widgets)
  |
  +---> Phase 4 (search)
  |
  +---> Phase 5 (billing + settings)
  |
  +---> Phase 6 (security + profile)
  |
  v
Phase 7 (polish + launch)  <-- all above complete
  |
  v
Phase 8 (post-launch enhancements)

Critical path: Phase 0 -> Phase 1 -> Phase 2 -> Phase 3 -> Phase 7

Phases 4, 5, 6 can be parallelized after Phase 1.

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This roadmap should be reviewed after each phase. Estimates are in ideal developer-hours.