Note

    Family Shapes Roadmap

    Development priorities and milestones spanning permissions, platform separation, donor portal, and quality/tooling work.

    Source Summary

    --- title: Development Roadmap description: Future development plans and milestones for Family Shapes status: evolving lastUpdated: 2025-10-03 00:00 ET owner: Product/Engineering Team --- # Development Roadmap Last updated: 2025-10-03 00:00 ET This document outlines the planned development roadmap for the Family Shapes project, organized by phases with cle

    Imported Context

    title: Development Roadmap description: Future development plans and milestones for Family Shapes status: evolving lastUpdated: 2025-10-03 00:00 ET owner: Product/Engineering Team

    Development Roadmap

    Last updated: 2025-10-03 00:00 ET

    This document outlines the planned development roadmap for the Family Shapes project, organized by phases with clear priorities and dependencies.

    🚨 Immediate Priorities (Next 2 Weeks)

    These are the most urgent tasks that agents should focus on first:

    1. 🔴 [P1.1] Comprehensive Audit: Sharing/Permissions/Security/Privacy (Frontend + Backend)

      • Due: 2 business days
      • Owner: Product/Engineering (Architecture + Frontend + Backend)
      • Dependencies: None
      • Deliverables:
        • Inventory of all sharing/permissions/privacy/visibility UI and backend endpoints
        • Mapping of frontend-only vs backend-supported features (and vice versa)
        • Deprecation/removal plan for redundant UIs (e.g., /share page)
        • Gap list and recommendations to align with family_tree_collaborators and invitations

    2. 🔴 [P1.2] Family Tree Permissions UI: Implement proper role constraints and update RLS policies

      • Due: End of Month
      • Owner: Database Team
      • Dependencies: Audit outcomes informing UI scope
      • 🐛 ACTIVE BUG: RLS 403 errors on family_tree_collaborators INSERT operations persist after migration 0010 deployment. has_tree_role() SECURITY DEFINER function may not be bypassing RLS as intended, causing recursion or access denial. See CHANGELOG.md 2025-10-03 16:15 ET entry for details.

    3. 🔴 [P2] Implement Three-Platform Architecture: Complete separation of Family Platform components

      • Due: Mid-next month
      • Owner: Architecture Team
      • Dependencies: None

    4. 🔴 [P1.3] Fix Sharing Links System: Implement persistent membership creation

      • Due: End of next month
      • Owner: Backend Team
      • Dependencies: Family Tree Permissions fix + Audit outcomes

    5. 🔴 [P7] Family Tree Builder UX/UI Unification (No DB Changes): Unify add person + connect with staged drafts, quick actions, and drag-to-connect per WIP plan

      • Due: Next 2 weeks
      • Owner: Product Design + Frontend
      • Dependencies: None
      • Reference: DOCS/PROJECTS/active/1003_tree_builder_ux_ui_plan.md

    Priority Legend

    • 🔴 HIGH: Critical features that block other work or provide core value
    • 🟡 MEDIUM: Important features that enhance the product significantly
    • 🟢 LOW: Nice-to-have features that improve the experience but aren't critical

    Status Legend

    • ✅ COMPLETED: Feature is implemented and deployed
    • 🚧 IN PROGRESS: Feature is currently being developed
    • 📅 PLANNED: Feature is planned but development hasn't started
    • 🔄 BLOCKED: Feature is blocked by dependencies

    Program Index

    • P1: Sharing/Permissions/Privacy
    • P2: Three-Platform Architecture
    • P3: Donor Portal
    • P4: Multi-tenant SaaS Platform
    • P5: Mobile Applications
    • P6: International Expansion
    • P7: Canvas & UX Unification
    • P8: Quality & Tooling (Migrations, Testing, Docs)
    • P9: Analytics & Reporting
    • P10: Integrations
    • P11: Community Hub
    • P14: AI & Matching
    • P15: Research Platform/Integration with existing Research Institutions

    Key Milestones

    MilestoneTarget DateStatusKey Deliverables
    Database Architecture RefactoringQ3 2025🚧 IN PROGRESSFamily Tree Permissions, Three-Platform Architecture, Sharing Links System
    Enhanced Donor PortalQ4 2025📅 PLANNEDAdvanced Privacy Controls, Health History Tracking, Secure Messaging
    Multi-tenant SaaS PlatformQ1 2026📅 PLANNEDSaaS Onboarding, Subscription Management, Donor Database
    Mobile ApplicationsQ2 2026📅 PLANNEDiOS App, Android App, Offline Capabilities
    International ExpansionQ3 2026📅 PLANNEDLocalization, Region-specific Compliance

    Current Phase: Database Architecture Refactoring (Q3 2025)

    In Progress

    • 🚧 🔴 [P1.1] Security/Sharing Audit: System-wide inventory and rationalization of sharing/permissions/privacy

      Status: ACTIVE – discovery and cataloging

      • Identify all frontend screens/components: src/pages/Share.tsx, src/pages/FamilyTreeSettings.tsx (sharing tab), src/components/family-trees/SharingSettingsPanel.tsx, org invites, etc.
      • Identify all backend artifacts: RLS, family_tree_collaborators, family_tree_invitations, user_tree_access, functions (send-invitation, process-invitation, send-sharing-link)
      • Propose removals (e.g., /share page), consolidations, and gaps to fill

    • 🚧 🔴 [P1.2] Family Tree Permissions: Correct the fundamental confusion in the family tree members table

      Status: Database migration applied to linked database; UI implementation pending

      • ✅ Database Migration Applied (Migration 0007 - 20251002162313_0007_fix_family_tree_permissions.sql):

        • Created family_tree_collaborators table with user_id and role-based access (owner, admin, editor, viewer)
        • Created family_tree_invitations table for invitation workflow
        • Migrated existing tree owners to collaborators with 'owner' role
        • Updated RLS policies to enforce role-based permissions on family_trees, persons, and connections
        • Added helper functions: has_tree_role(), has_sharing_link_access(), accept_tree_invitation()
        • Created user_tree_access view for easy permission queries

      • ✅ Applied via make db/push; make db/check reports ✅ No drift

      • ✅ TypeScript types regenerated with make db/types

      • 📅 Next Steps - UI Implementation (see DOCS/PROJECTS/active/1001_family_tree_permissions.md):

        • Build service layer for collaborator management (CRUD operations)
        • Create React hooks for permission checking and collaborator management
        • Build UI components:
          • Collaborator list/management panel
          • Invitation creation form
          • Invitation acceptance flow
          • Role selector and permission indicators
        • Update tree editing UI to respect collaborator roles
        • Test end-to-end invitation and collaboration flows
        • Deploy to production: make db/push (after UI is complete and tested)

      • 📚 Reference: DOCS/PROJECTS/active/1001_family_tree_permissions.md - Single source of truth for this feature

    • 🚧 🔴 [P2] Implement Three-Platform Architecture: Separate the architecture for different user types

      • Family Platform: For individual users and family communities
      • SaaS Platform: For cryobanks and fertility clinics
      • Donor Platform: For donors with privacy controls

    Planned

    • 📅 🔴 [P1.3] Fix Sharing Links System: Ensure sharing links work correctly with tree visibility

      • Implement persistent membership creation from sharing links
      • Clarify interaction between sharing links and tree visibility
      • Test and fix email functionality for sharing links

    • 📅 🟡 Rename Organizations to Communities: Clarify terminology for family groups

      • Update database schema and references
      • Update UI labels and documentation
      • Ensure backward compatibility

    Planning Horizon (6-12 weeks)

    Status key: ✅ Done · 🟡 In Progress · 🧭 Planned · 💤 Backlog · 🔍 Discovery

    ItemStatusOwnerNotes
    Union/join nodes for family tree (XYFlow + D3)🔍Frontend VisualizationSee DOCS/PROJECTS/backlog/1004_union_join_nodes_plan.md
    Analytics foundation & dashboards🔍Product/AnalyticsDefine metrics, event taxonomy, and dashboard MVP
    Organization onboarding enhancements🧭Product DesignExpand waitlist + onboarding flows
    Performance profiling of large canvases🧭FrontendMonitor render performance >1k nodes
    Automated regression suite expansion🧭QAExtend Playwright coverage to donor portal flows
    Documentation re-organization✅DXCompleted with DOCS restructure

    Next Phase: [P3] Enhanced Donor Portal (Q4 2025)

    Planned

    • 📅 🔴 [P3] Advanced Privacy Controls: Granular privacy settings for donor information

      • Per-field privacy settings (medical, personal, contact)
      • Recipient-specific privacy rules
      • Time-based privacy transitions

    • 📅 🔴 [P3] Health History Tracking: Comprehensive health tracking system

      • Medical history questionnaires
      • Periodic update reminders
      • Health event timeline
      • Notification system for recipients

    • 📅 🟡 [P3] Secure Messaging System: Policy-compliant communication

      • Anonymous messaging options
      • Template-based communication
      • Message approval workflows
      • Conversation history and archiving

    • 📅 🟢 [P3] Donor Profile Analytics: Insights for donors

      • View statistics on profile views
      • Geographic distribution of recipients
      • Interest metrics and trends

    Future Phase: [P4] Multi-tenant SaaS Platform (Q1 2026)

    Planned

    • 📅 🔴 [P4] SaaS Onboarding Flow: Specialized onboarding for clinics and banks

      • Organization verification process
      • Legal agreement integration
      • Administrator account setup
      • Initial configuration wizard

    • 📅 🔴 [P4] Subscription Management: Seat-based billing system

      • Tiered pricing plans
      • User seat management
      • Billing integration
      • Usage analytics

    • 📅 🟡 [P4] Advanced Donor Database: Professional tools for clinics

      • Bulk import/export
      • Advanced search and filtering
      • Matching algorithms
      • Compliance reporting

    • 📅 🟡 [P4] White-label Options: Customization for organizations

      • Custom branding
      • Domain customization
      • Email template customization
      • UI theme options

    Backlog (12+ weeks)

    ItemStatusOwnerNotes
    [P10] Partner API integrations💤PartnershipsPending vendor outreach (Ancestry, 23andMe, clinics)
    [P11] Public community hub iteration💤ProductBuild on generation-based visualization learnings
    [P5] Mobile-first donor experience💤MobileEvaluate React Native vs responsive web
    [P9] Advanced analytics & reporting suite💤Product/AnalyticsBuild after foundational analytics milestone

    Long-term Vision (2026+)

    Planned

    • 📅 🔴 [P5] Mobile Applications: Native mobile experience

      • iOS and Android apps
      • Offline capabilities
      • Push notifications
      • Mobile-optimized UI
      • iOS Contacts sync with persons database (import/update full contact info)

    • 📅 🟡 [P14] AI-powered Matching: Advanced connection suggestions

      • Genetic similarity analysis
      • Interest-based matching
      • Relationship prediction
      • Privacy-preserving algorithms

    • 📅 🟡 [P6] International Expansion: Support for global users

      • Localization and translations
      • Region-specific compliance
      • International payment options
      • Cultural adaptations

    • 📅 🟢 [P15] Research Platform: Tools for academic research

      • Anonymized data exports
      • Research participant management
      • Survey integration
      • Longitudinal study tools

    Technical Debt and Infrastructure

    Ongoing

    • 🚧 🔴 [P8] Database Migration System: Maintain and improve the migration workflow

      • Enhance drift detection
      • Improve type generation
      • Streamline testing of migrations

    • 📅 🟡 [P8] Performance Optimization: Continuous improvement of application performance

      • Query optimization
      • Frontend rendering optimization
      • Asset delivery optimization
      • Caching strategies

    • 📅 🟡 [P8] Testing Infrastructure: Enhance test coverage and reliability

      • Increase unit test coverage
      • Expand end-to-end test scenarios
      • Implement visual regression testing
      • Performance testing automation

    • 📅 🟢 [P8] Documentation System: Comprehensive documentation

      • API documentation
      • Developer guides
      • User documentation
      • Architecture documentation

    Planned

    • 📅 🟡 Authentication Path Consolidation: Standardize auth routes and remove redundancy
      • Audit current auth routes (/auth, /donor/auth, `

    ...[truncated for intake]

    Provenance

    domain:builderdomain:entrepreneurroadmap