implementation-roadmap.md

Menlo Home Management - Implementation Roadmap

Table of Contents

• Table of Contents
• Overview
• Implementation Strategy
• Requirements Tracking

Overview

Technical implementation roadmap for the Menlo Home Management application. This document focuses on the development execution plan and task breakdown.

Related Documentation:

• Architecture Document - System architecture, design patterns, and technology decisions
• Business Requirements - Functional requirements and user workflows
• Concepts & Terminology - Domain concepts and design philosophy
• Hosting Strategy ADR - Infrastructure deployment decisions
• Entity Design - Domain model and data architecture

Development Approach:

• Domain-Driven Design with Vertical Slice Architecture
• Test-Driven Development with comprehensive coverage
• Result pattern for functional error handling
• Local-first AI processing with blueberry muffin integration

Steps that MUST be completed on every step:

• The solution must build
• The tests must succeed
• New tests must be added for changes and new features

Implementation Strategy

Development Methodology: See Architecture Document for detailed architectural patterns and constraints.

Key Implementation Principles:

• Domain-centric design with business logic in domain models
• Vertical slice organization for independent bounded contexts
• Result pattern with CSharpFunctionalExtensions for error handling
• Static method calls to handlers (no MediatR overhead)
• Local AI integration via Ollama with Semantic Kernel

Development Flow:

Feature Implementation
├── Domain Models & Rules (TDD)
├── Command/Query Handlers
├── API Endpoints (Minimal API)
├── Repository Implementation
└── Frontend Integration

Technology Stack: See Architecture Document - Technology Stack for complete technology decisions and rationale.

Requirements Tracking

Requirement	Folder	Refined	Plan Drafted	Implemented
Phase 1: Foundation Setup
Repo Structure	repo-structure	✅	✅	✅
Persistence (PostgreSQL)	persistence	✅	✅	✅
Authentication Foundation	authentication	✅	✅	✅
AI Infrastructure Setup	ai-infrastructure	✅	✅	❌
Domain Abstractions	domain-abstractions	✅	✅	✅
Domain Auditing	domain-auditing	✅	✅	✅
Money Domain	money-domain	✅	✅	✅
User ID Resolution	user-id-resolution	✅	✅	❌
Angular Result Pattern	angular-result-pattern	✅	✅	✅
Cloudflare Pages Frontend	cloudflare-pages-frontend	✅	✅	✅
Cloudflare Tunnel	cloudflare-tunnel	✅	✅	✅
UI Layout	ui-layout	✅	✅	✅
Phase 2: Core Features
Budget Aggregate (Minimum)	budget-aggregate-minimum	✅	✅	❌
Budget Categories Vertical	budget-categories-vertical	✅	✅	❌
Budget Create Vertical	budget-create-vertical	✅	✅	❌
Budget Item	budget-item	✅	✅	❌
Planning Lists & Templates	Pending	❌	❌	❌
Event & Calendar Integration	Pending	❌	❌	❌
Transaction Management	Pending	❌	❌	❌
Income Tracking	Pending	❌	❌	❌
Utility & Appliance Management	Pending	❌	❌	❌
Phase 3: AI Enhancement
Proactive Budget Adjustment	proactive-budget-adjustment	✅	✅	❌