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Product Roadmap & Known Fixes

Source: the PM's Roadmap sheet. This is the planned direction; each item should be validated against the actual repo state before being treated as done. Status values are the PM's (Planned / Picked / In Progress / Merged / Live / Pending / Upcoming).

A. Platform Stabilization & Next.js Migration

All modules are being migrated to Next.js; fundamentally similar modules are being merged. Every migrated screen requires full data validation (see Data Validation Protocol below).

Completed merges

ID Merge Result
A1.1 Customer Marketing + CRM Stats Unified marketing performance module (Merged)
A1.2 Customer 360 + Customer Insight Customer Intelligence module — RFM, 37 filters, profiles in one place (Merged)

Pending merges

ID Merge Priority Notes
A2.1 Campaigns + Journeys → Central Marketing Hub P0 One hub for manual + automated outreach
A2.2 Loyalty + Fraud → Loyalty & Trust P1 Fraud controls become native to loyalty config
A2.3 Reviews & Ratings + NPS → Customer Feedback & Sentiment P1 Unified sentiment layer

Standalone migrations

ID Module Priority
A3.1 Order 360 → Next.js P1
A3.2 Digital Bills → Next.js P1
A3.3 WhatsApp Chat → Next.js P1
A3.4 WhatsApp Config → Next.js P1

Data Validation Protocol (MANDATORY per migration — all P0)

ID Check What it enforces
A4.1 Data Point Logic Validation Every metric computes per the Product Logic Spec
A4.2 Data Composition Validation Breakdowns sum correctly (Customers = Transacting + Non-Transacting, etc.)
A4.3 Data Sync Time Validation Orders <5min, profiles <5min, points real-time, campaign stats <15min, RFM nightly
A4.4 Cross-Widget Integrity Same metric matches across widgets
A4.5 Regression Testing on Merges No feature silently dropped when merging modules
A4.6 Period Filter Consistency (P1) All widgets share default period + outlet filter (known inconsistency today)

B. New Feature Requirements

Campaign & Segmentation (P0 headline items)

ID Feature Priority Status
B1.1 Partial audience send on direct upload (%/n subset) P0 Planned
B1.2 Plug campaign layer into segmentation tab (filter→send on one screen) P0 Planned
B1.3 Customer Cohorts — check & deploy P0 Planned
B1.4 Cumulative campaign metrics widget (4 channel blocks) P0 Planned
B1.5 Filtration logics in Journeys (audience filters on automations) P0 Planned
B2.1 New-customer repeat-ordering funnel widget P0 Planned

Previously identified enhancements (selected)

ID Item Priority Status
B3.1 WhatsApp Partner API integration P0 Picked
B3.2 Wallet-balance campaign category P0 Picked
B3.3 Customer-ratings campaign category P0 Picked
B3.4 Enhanced media (video/doc/location) in WhatsApp P0 Picked
B3.5 Notification delivery & revenue reports P0 Picked
B3.6 Rename "Auto Campaigns" → "Journeys" (V1) P0 Picked
B3.7 Dynamic per-campaign ROI attribution window P0 Picked
B3.8 Click-rate tracking for WhatsApp P0 Picked
B3.9 Promo-code generation inside auto campaigns P0 Picked
B3.13 Meta TSP integration P1 In Progress
B3.15 Drip campaign sequences (multi-step multi-channel) P2 Planned
B3.16 Emailer automation drip P2 Planned
B3.18 Truecaller integration P2 Planned

C. Membership V2 (phased)

Phase Items
Phase 1 (P1) In-place plan versioning, menu-level member pricing, menu/cart toggle, menu+cart stacking
Phase 2 Promo+membership stacking modes, grace period after expiry, one-tap renewal
Phase 3 Virtual wallet benefit, loyalty multiplier (2x–10x)
Phase 4 Member-price teaser for non-members, child-outlet dashboard

D. Loyalty Enhancements (recently shipped — Live)

ID Item
D1.1 Tier downgrade logic (inactivity → downgrade, progress resets)
D1.2 Point expiration on downgrade (forfeit unredeemed)
D1.3 Per-order-type earning/burning rates
D1.4 Welcome points via KYC completion
D1.5 Refer & Earn program

These map to shipped code: crons/loyalty_milestone_downgrade.js, commonFunctions/handleWalletPointsFlow.js, handleMilestoneUpgrade.js, rewardHelper.js. Validate in ../03-Modules/Loyalty/README.md.


E. Data Reliability & Known Fixes (open bugs)

These are real, PM-acknowledged production issues. New joiners should read them so dashboard discrepancies are understood, not "discovered" as surprises. Full engineering triage in ../13-CommonIssues/Known-Bugs-From-Roadmap.md.

ID Bug Priority
E1.1 ROI calculation rectification P0
E1.2 Loyalty metrics rectification P0
E1.3 WhatsApp volume reports inaccurate P0
E1.4 Various CRM statistics incorrect P0
E1.5 Campaign builder budgeting & scheduling issues P0
E1.6 Loyalty flow & automation issues P0
E1.7 All 8 automated journey logics need verification P0
E1.8 Digital bills report logic P1
E1.9 AOV shows ₹0 in "Your Effective Offers" (should be Revenue/Redemptions) P1
E1.10 Loyalty points 2-point discrepancy (Total ≠ Used+Available+Expired) P1
E1.11 Loyalty microsite redemption flow issues P1
E1.12 Layered filters: SKU/promo/audience intelligence in reports P2

How to use this roadmap

  • New joiners: understand where the product is going (Next.js + merges) so today's monolith structure makes sense as a transitional state.
  • Engineers: the "E" bugs and "A4" validation protocol are the acceptance bar for any dashboard/analytics work.
  • QA: A4.5 (regression on merges) + the cross-widget integrity rules are your primary test charter.