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Objective: Create a production-grade Template site with comprehensive functionality, styling, and documentation that serves as the foundation for all future web properties in the monorepo.

Location: d:\FSS\Websites\monorepo\sites\Template\

Philosophy: Build once, reuse everywhere. Every component, block, and page created here becomes a documented, tested asset for rapid site development.


monorepo/
├── sites/
│ └── Template/
│ ├── src/
│ │ ├── components/
│ │ ├── blocks/
│ │ ├── pages/
│ │ ├── layouts/
│ │ ├── styles/
│ │ └── content/
│ ├── public/
│ │ ├── logos/
│ │ └── favicons/
│ └── docs/
│ ├── components/
│ ├── blocks/
│ ├── pages/
│ └── usage-examples/
├── packages/
│ └── design-tokens/
└── docs/
├── Plan-Template-Dev.md (this file)
└── Lessons-Template-Dev.md

Phase 1: Foundation & Infrastructure (Steps 1.0 - 1.9)

Section titled “Phase 1: Foundation & Infrastructure (Steps 1.0 - 1.9)”

Objective: Set up the monorepo structure and tooling or better (simpler setup, fewer dependencies).

Tasks:

  • Initialize pnpm workspace in d:\FSS\Websites\monorepo\
  • Create Template site using Astro CLI: pnpm create astro@latest sites/Template
  • Configure Svelte integration: pnpm astro add svelte
  • Set up Tailwind CSS v4 (verify compatibility with Shadcn-Svelte)
  • Initialize Git repository with meaningful .gitignore
  • Create initial package.json scripts for common tasks (dev, build, preview, test)

Acceptance Criteria:

  • Development server runs successfully on http://localhost:4321
  • Svelte components render within Astro pages
  • Hot module replacement works for both .astro and .svelte files
  • pnpm workspace structure allows for future sites/packages

Estimated Effort: 2-4 hours


Objective: Implement the hybrid fluid design system as specified in FluidDesignSpec.md, or better (more maintainable, easier to theme).

Tasks:

  •  Set base HTML font-size to 62.5% in root layout
  •  Generate fluid typography scale using Utopia.fyi calculator:
    • Min viewport: 320px
    • Max viewport: 1500px
    • Body text: Min 16px (1.6rem) → Max 20px (2.0rem)
    • H6: Min 18px (1.8rem) → Max 22px (2.2rem)
    • H5: Min 20px (2.0rem) → Max 26px (2.6rem)
    • H4: Min 24px (2.4rem) → Max 32px (3.2rem)
    • H3: Min 28px (2.8rem) → Max 40px (4.0rem)
    • H2: Min 32px (3.2rem) → Max 52px (5.2rem)
    • H1: Min 40px (4.0rem) → Max 72px (7.2rem)
    • Display/Hero: Min 48px (4.8rem) → Max 96px (9.6rem) or larger
    • Type scale ratio: 1.25-1.33 (or optimal ratio after testing)
  •  Generate fluid spacing scale using Utopia.fyi
  •  Create CSS variables file: src/styles/design-tokens.css
  •  Define all fluid clamp() values for:
    • Typography (body, h1-h6)
    • Spacing (margins, paddings)
    • Line heights
    • Container widths
  •  Implement structural breakpoints:
    • Text container: min 25rem, max 80rem
    • Navigation: hamburger menu < 50rem (~768px)
  •  Document the design system in docs/design-system.md

Acceptance Criteria:

  • All typography scales smoothly across viewport sizes
  • No layout shifts at arbitrary viewport widths
  • Design tokens are easily adjustable via CSS variables
  • Breakpoints trigger only for structural/legibility changes
  • Documentation includes usage examples and rationale

Estimated Effort: 6-8 hours


Objective: Implement easy theme switching with light/dark modes and customizable brand colors, or better (theme generation from single color).

Tasks:

  • Install Shadcn-Svelte: pnpm dlx shadcn-svelte@latest init
  • Configure Shadcn-Svelte with Tailwind CSS v4
  • Set up CSS variable-based theming structure:
    • src/styles/themes/light.css
    • src/styles/themes/dark.css
    • src/styles/themes/base.css
  • Implement theme switcher component using Shadcn-Svelte
  • Create theme configuration file: src/config/theme.config.ts
  • Test theme switching with Tweakcn or similar tool
  • Document theme customization process in docs/theming.md

Acceptance Criteria:

  • Seamless switching between light and dark modes
  • All components respect theme variables
  • Brand colors can be changed by modifying a single configuration file
  • Theme persistence across page reloads
  • WCAG AA contrast ratios maintained in all themes

Estimated Effort: 4-6 hours


Objective: Create or integrate logo system with favicon generation, or better (automated multi-format generation).

Tasks:

  • Define logo requirements (SVG format, responsive behavior)
  • Create logo component: src/components/core/Logo.svelte
  • Generate favicon suite from logo:
    • favicon.ico (multi-resolution)
    • apple-touch-icon.png
    • favicon-16x16.png, favicon-32x32.png
    • site.webmanifest
  • Implement adaptive logo (switches with theme if needed)
  • Document logo usage guidelines in docs/brand-assets.md

Acceptance Criteria:

  • Logo displays correctly across all viewport sizes
  • Favicons appear properly in browsers and bookmarks
  • Logo component accepts size and color props
  • SVG optimized for performance
  • Brand assets documented with usage examples

Estimated Effort: 2-3 hours


Objective: Build essential layout components that enforce the fluid design system, or better (more flexible, semantic HTML).

Tasks:

  • Create base layout: src/layouts/BaseLayout.astro
  • Build semantic layout components:
    • src/components/layout/Header.svelte
    • src/components/layout/Footer.svelte
    • src/components/layout/Container.svelte (enforces max-width)
    • src/components/layout/Section.svelte (manages vertical rhythm)
    • src/components/layout/Grid.svelte (fluid grid system)
  • Implement responsive navigation:
    • Desktop: full navigation bar
    • Mobile (<50rem): hamburger menu
  • Add skip-to-content link for accessibility
  • Document layout system in docs/layout-system.md

Acceptance Criteria:

  • All layouts maintain fluid design constraints
  • Navigation adapts properly at breakpoint
  • Semantic HTML5 structure (header, main, footer, nav, etc.)
  • Keyboard navigation works throughout
  • Documentation includes layout composition examples

Estimated Effort: 8-10 hours


Phase 2: Core Component Library (Steps 2.0 - 2.9)

Section titled “Phase 2: Core Component Library (Steps 2.0 - 2.9)”

2.1 Shadcn-Svelte Core Components - Tier 1

Section titled “2.1 Shadcn-Svelte Core Components - Tier 1”

Objective: Install and adapt essential Shadcn-Svelte components, or better (enhanced with fluid design).

Priority Components:

  • Button
  • Card
  • Input
  • Label
  • Separator
  • Typography (Text/Heading)

Tasks per Component:

  • Install component via CLI: pnpm dlx shadcn-svelte@latest add [component]
  • Adapt component to use fluid design tokens
  • Create usage examples in docs/components/[component].md
  • Test component in light and dark themes
  • Verify accessibility (keyboard nav, ARIA, screen reader)

Acceptance Criteria:

  • Components integrate seamlessly with fluid design system
  • All components theme-aware
  • Documentation includes props, variants, and examples
  • Components pass accessibility audit
  • Loading and error states handled gracefully

Estimated Effort: 10-12 hours


2.2 Shadcn-Svelte Core Components - Tier 2

Section titled “2.2 Shadcn-Svelte Core Components - Tier 2”

Objective: Add commonly used interactive components, or better (optimized for performance).

Components:

  • Dropdown Menu
  • Dialog/Modal
  • Tabs
  • Accordion
  • Select
  • Checkbox
  • Radio Group
  • Switch
  • Textarea

Tasks: Same as 2.1 for each component

Acceptance Criteria: Same as 2.1

Estimated Effort: 12-15 hours


2.3 Shadcn-Svelte Core Components - Tier 3

Section titled “2.3 Shadcn-Svelte Core Components - Tier 3”

Objective: Integrate advanced components as needed, or better (lazy-loaded for performance).

Components:

  • Toast/Sonner
  • Popover
  • Tooltip
  • Sheet (slide-over panel)
  • Command/Combobox
  • Calendar
  • Date Picker
  • Form

Tasks: Same as 2.1 for each component

Acceptance Criteria: Same as 2.1

Estimated Effort: 15-18 hours


2.4 Custom Components - Typography & Content

Section titled “2.4 Custom Components - Typography & Content”

Objective: Create custom components for content presentation, or better (enhanced with animations).

Components:

  • RichText.svelte - Styled wrapper for prose content
  • CodeBlock.svelte - Syntax-highlighted code display
  • Blockquote.svelte - Styled quotations
  • Link.svelte - Consistent link styling with external link indicators
  • Badge.svelte - Status/category indicators
  • Avatar.svelte - User/profile images
  • Icon.svelte - Wrapper for icon library (Lucide icons)

Tasks per Component:

  • Design component API (props, slots, events)
  • Implement with fluid design tokens
  • Create variants (sizes, styles)
  • Document in docs/components/
  • Test across themes and viewports

Acceptance Criteria:

  • Components follow consistent naming and API patterns
  • Fluid scaling applied appropriately
  • Semantic HTML used throughout
  • Accessibility features implemented
  • Full documentation with examples

Estimated Effort: 12-14 hours


2.5 Custom Components - Media & Interaction

Section titled “2.5 Custom Components - Media & Interaction”

Objective: Build components for rich media and user interaction, or better (optimized loading).

Components:

  • Image.svelte - Responsive images with lazy loading
  • Video.svelte - Embedded video player wrapper
  • BackToTop.svelte - Smooth scroll to top button
  • ProgressBar.svelte - Reading/loading progress indicator
  • CookieConsent.svelte - GDPR-compliant cookie banner
  • NewsletterSignup.svelte - Email capture form

Tasks per Component: Same as 2.4

Acceptance Criteria: Same as 2.4

Estimated Effort: 10-12 hours


Objective: Create reusable component for SMART DEBT branding with SEO preservation, or better (configurable animations).

Requirements:

  • Visual transition: “SMART DEBT Coach” → “$MART DEBT Coach”
  • Maintains SEO value for “Smart Debt” keyword
  • Configurable entity: Coach, Paydown, Calculator, etc.
  • Smooth CSS transitions
  • No JavaScript required for core functionality (progressive enhancement)

Tasks:

  • Research optimal approach (CSS animation vs. ARIA labels)
  • Implement base component: src/components/brand/SmartDebtEntity.svelte
  • Create React/JSX version for MDX: src/components/brand/SmartDebtEntity.jsx
  • Test SEO implications (Google Search Console)
  • Add configurable animation timing/style
  • Document usage in docs/components/smart-debt-entity.md

Acceptance Criteria:

  • Component renders “$MART” with visual transition
  • HTML contains “SMART DEBT” text for SEO
  • Works in both .astro and .mdx files
  • Animation respects prefers-reduced-motion
  • Screen readers announce “Smart Debt”
  • Documentation includes SEO testing results

Estimated Effort: 4-6 hours


Objective: Create compelling hero section variations, or better (optimized for conversion).

Block Variants:

  • HeroSimple.svelte - Headline + subheadline + CTA
  • HeroWithImage.svelte - Text + hero image
  • HeroSplit.svelte - 50/50 text and visual
  • HeroVideo.svelte - Background video hero
  • HeroAnimated.svelte - With subtle motion graphics

Tasks per Block:

  • Design mobile-first layout
  • Implement fluid typography and spacing
  • Add customization options (background, alignment, etc.)
  • Create usage examples with real content
  • Test conversion optimization (CTA prominence)
  • Document in docs/blocks/heroes.md

Acceptance Criteria:

  • Blocks adapt smoothly across all viewport sizes
  • Clear visual hierarchy guides attention to CTA
  • Images/videos optimized for performance
  • Blocks composable with different components
  • A/B testing variations documented

Estimated Effort: 12-15 hours


Objective: Showcase product/service features effectively, or better (engaging animations).

Block Variants:

  • FeaturesGrid.svelte - Icon + title + description grid
  • FeaturesList.svelte - Vertical list with icons
  • FeaturesAlternating.svelte - Image + text alternating rows
  • FeaturesComparison.svelte - Side-by-side comparison table
  • FeaturesTabs.svelte - Tabbed feature categories

Tasks per Block: Same as 3.1

Acceptance Criteria: Same as 3.1

Estimated Effort: 10-12 hours


Objective: Drive conversions with compelling CTA sections, or better (personalized content).

Block Variants:

  • CTASimple.svelte - Headline + button
  • CTABoxed.svelte - Contained card-style CTA
  • CTABanner.svelte - Full-width banner
  • CTASplit.svelte - Image + CTA content
  • CTAFooter.svelte - Bottom-of-page conversion

Tasks per Block: Same as 3.1

Acceptance Criteria:

  • Clear, action-oriented copy
  • Prominent, accessible buttons
  • Visual design creates urgency without being pushy
  • Form integration (if needed)
  • Conversion tracking hooks in place

Estimated Effort: 8-10 hours


Objective: Build trust through customer testimonials and social proof, or better (rotating displays).

Block Variants:

  • TestimonialsGrid.svelte - Card grid layout
  • TestimonialsCarousel.svelte - Scrolling testimonials
  • TestimonialFeatured.svelte - Large, highlighted testimonial
  • LogoCloud.svelte - Client/partner logos
  • StatsBlock.svelte - Key metrics display
  • ReviewsAggregate.svelte - Star ratings summary

Tasks per Block: Same as 3.1

Acceptance Criteria:

  • Authentic, credible presentation
  • Photos/logos high-quality and optimized
  • Schema markup for reviews (SEO)
  • Carousel accessible with keyboard controls
  • Star ratings visually clear

Estimated Effort: 10-12 hours


Objective: Present written content in engaging formats, or better (improved readability).

Block Variants:

  • ContentSimple.svelte - Single column text
  • ContentTwoColumn.svelte - Side-by-side content
  • ContentWithSidebar.svelte - Main content + sidebar
  • ContentTimeline.svelte - Chronological content
  • ContentFAQ.svelte - Accordion-style Q&A
  • ContentPricing.svelte - Pricing table/cards

Tasks per Block: Same as 3.1

Acceptance Criteria:

  • Optimal reading line length (25-80rem)
  • Proper typographic hierarchy
  • Lists and tables styled consistently
  • FAQ schema markup for SEO
  • Pricing tables clear and comparative

Estimated Effort: 12-14 hours


Objective: Capture leads and enable user interaction, or better (smart validation).

Block Variants:

  • ContactForm.svelte - Standard contact form
  • NewsletterForm.svelte - Email signup
  • LeadMagnetForm.svelte - Gated content download
  • MultiStepForm.svelte - Progressive form flow
  • CalculatorForm.svelte - Interactive calculator (e.g., debt payoff)

Tasks per Block:

  • Design form layout with proper labels
  • Implement client-side validation
  • Configure Web3Forms or Formspree endpoint
  • Add honeypot spam protection
  • Create success/error state handling
  • Connect to n8n workflow (document integration)
  • Document in docs/blocks/forms.md

Acceptance Criteria:

  • Forms fully accessible (labels, ARIA, keyboard nav)
  • Validation provides helpful error messages
  • Success state confirms submission
  • Spam protection invisible to users
  • Integration with backend documented
  • GDPR-compliant consent checkboxes

Estimated Effort: 14-16 hours


Objective: Enable intuitive site navigation, or better (predictive navigation).

Block Variants:

  • NavPrimary.svelte - Main navigation bar
  • NavMobile.svelte - Hamburger menu for mobile
  • NavFooter.svelte - Footer navigation links
  • NavBreadcrumbs.svelte - Breadcrumb trail
  • NavSidebar.svelte - Sidebar navigation for docs
  • NavMega.svelte - Mega menu with categories

Tasks per Block: Same as 3.1

Acceptance Criteria:

  • Current page clearly indicated
  • Keyboard and screen reader accessible
  • Mobile menu smooth and performant
  • Mega menu (if used) not overwhelming
  • Breadcrumbs use schema markup

Estimated Effort: 12-14 hours


Objective: Display images and videos elegantly, or better (lazy loading, lightbox).

Block Variants:

  • ImageGallery.svelte - Grid of images with lightbox
  • VideoEmbed.svelte - Responsive video embed (YouTube, etc.)
  • ImageComparison.svelte - Before/after slider
  • LogoShowcase.svelte - Animated logo display
  • PortfolioGrid.svelte - Project/case study grid

Tasks per Block: Same as 3.1

Acceptance Criteria:

  • Images lazy-loaded below fold
  • Lightbox accessible with keyboard
  • Videos don’t autoplay with sound
  • Alt text required for all images
  • Gallery responsive on all devices

Estimated Effort: 10-12 hours


Objective: Add supporting functionality and polish, or better (performance optimized).

Block Variants:

  • AnnouncementBar.svelte - Dismissible top banner
  • ScrollProgress.svelte - Reading progress indicator
  • ShareButtons.svelte - Social media sharing
  • TableOfContents.svelte - Auto-generated TOC
  • RelatedContent.svelte - Suggested articles/pages
  • LoadingState.svelte - Skeleton screens for async content

Tasks per Block: Same as 3.1

Acceptance Criteria:

  • Utilities enhance UX without being intrusive
  • Share buttons respect privacy (no tracking)
  • TOC auto-updates with content
  • Related content algorithm documented
  • Loading states reduce perceived wait time

Estimated Effort: 10-12 hours


Objective: Create a high-converting homepage template, or better (personalized by visitor segment).

Sections:

  • Hero section
  • Value proposition / features
  • Social proof / testimonials
  • CTA section
  • Footer

Tasks:

  • Design information architecture
  • Compose blocks into coherent page flow
  • Optimize for conversion (clear path to action)
  • Add SEO metadata (Open Graph, Twitter Cards)
  • Test page speed (target: >90 Lighthouse score)
  • Create template in src/pages/index.astro
  • Document in docs/pages/homepage.md

Acceptance Criteria:

  • Clear value proposition above the fold
  • Logical flow from awareness to action
  • Mobile experience optimized
  • All metadata tags present
  • Page loads in <2 seconds on 3G
  • Conversion tracking configured

Estimated Effort: 8-10 hours


Objective: Tell the brand story effectively, or better (emotional connection).

Sections:

  • Mission/vision statement
  • Team section
  • Timeline/history
  • Values or principles
  • CTA

Tasks: Same structure as 4.1

Acceptance Criteria:

  • Authentic, human voice
  • Team photos professional and optimized
  • Timeline engaging and scannable
  • Schema markup for organization info

Estimated Effort: 6-8 hours


Objective: Clearly present offerings and drive conversions, or better (interactive demos).

Sections:

  • Product/service overview
  • Key features/benefits
  • Pricing (if applicable)
  • FAQ
  • CTA

Tasks: Same structure as 4.1

Acceptance Criteria:

  • Features presented with customer benefits
  • Pricing transparent and easy to understand
  • FAQ addresses common objections
  • Multiple CTA opportunities

Estimated Effort: 8-10 hours


Objective: Create an optimal reading experience, or better (engagement features).

Components:

  • Article header (title, date, author, featured image)
  • Progress indicator
  • Table of contents
  • Styled prose content
  • Related posts
  • Comments/discussion (optional)
  • Newsletter signup CTA

Tasks:

  • Configure Astro content collections for blog
  • Create MDX layout: src/layouts/BlogPost.astro
  • Style prose content with proper hierarchy
  • Implement reading time calculation
  • Add schema markup (Article)
  • Configure RSS feed
  • Document in docs/pages/blog-post.md

Acceptance Criteria:

  • Optimal reading line length maintained
  • Code blocks syntax-highlighted
  • Images responsive and captioned
  • Schema markup validates
  • RSS feed works with readers
  • Social sharing easy

Estimated Effort: 10-12 hours


Objective: Help visitors discover content, or better (smart filtering/search).

Components:

  • Featured post
  • Post grid/list
  • Category/tag filters
  • Search functionality
  • Pagination
  • Newsletter signup

Tasks: Same structure as 4.4

Acceptance Criteria:

  • Posts displayed with consistent previews
  • Filters work without page reload
  • Search returns relevant results
  • Pagination clear and functional
  • Loading states for dynamic content

Estimated Effort: 8-10 hours


Objective: Make it easy to get in touch, or better (multiple contact methods).

Sections:

  • Contact form
  • Contact information (email, phone, address)
  • Map (if applicable)
  • Social media links
  • Business hours

Tasks: Same structure as 4.1

Acceptance Criteria:

  • Form prominent and easy to use
  • All contact info correct and up-to-date
  • Map (if used) accessible and performant
  • Schema markup for local business

Estimated Effort: 4-6 hours


Objective: Ensure compliance and transparency, or better (plain language).

Pages:

  • Privacy Policy
  • Terms of Service
  • Cookie Policy
  • Disclaimer (if needed)

Tasks:

  • Create legal content (consult legal professional)
  • Design readable legal page layout
  • Add last-updated date
  • Link from footer
  • Document in docs/pages/legal.md

Acceptance Criteria:

  • Legal language as plain as possible
  • Table of contents for long policies
  • Last updated date prominent
  • Legally compliant (GDPR, CCPA, etc.)

Estimated Effort: 4-6 hours


Objective: Create focused, high-converting landing pages, or better (A/B test ready).

Characteristics:

  • Minimal navigation (reduce distractions)
  • Single, clear call-to-action
  • Benefit-focused copy
  • Social proof
  • Form or CTA button

Tasks:

  • Create minimal layout: src/layouts/LandingPage.astro
  • Design template with max conversion focus
  • Add A/B testing hooks (Cloudflare Pages)
  • Create 2-3 variations for testing
  • Document in docs/pages/landing-page.md

Acceptance Criteria:

  • Clear value proposition in headline
  • Single conversion goal
  • Fast load time (<1.5 seconds)
  • Mobile-optimized form
  • Analytics tracking configured
  • A/B test variants documented

Estimated Effort: 8-10 hours


Objective: Turn errors into opportunities, or better (helpful suggestions).

Components:

  • Friendly error message
  • Search functionality
  • Links to popular pages
  • Contact information

Tasks:

  • Create custom 404 page: src/pages/404.astro
  • Design with brand personality
  • Implement smart suggestions (based on URL)
  • Test various broken URLs
  • Document in docs/pages/404.md

Acceptance Criteria:

  • Error message friendly, not technical
  • Search helps find intended content
  • Links to homepage and key pages
  • Brand voice maintained

Estimated Effort: 3-4 hours


Phase 5: Documentation & Developer Experience (Steps 5.0 - 5.9)

Section titled “Phase 5: Documentation & Developer Experience (Steps 5.0 - 5.9)”

Objective: Create comprehensive, searchable component documentation, or better (interactive playground).

Tasks:

  • Choose documentation approach:
    • Option A: Storybook integration
    • Option B: Custom docs site within Template
    • Option C: Markdown docs with live examples
  • Document each component with:
    • Props/API
    • Usage examples
    • Variants/states
    • Accessibility notes
    • Theme considerations
  • Create component preview/playground
  • Add search functionality
  • Generate table of contents

Acceptance Criteria:

  • All components documented
  • Examples copy-pasteable
  • Search returns relevant results
  • Docs versioned with code
  • Screenshots/videos for complex components

Estimated Effort: 12-15 hours


Objective: Document the fluid design system for maintainability, or better (design tokens exportable).

Content:

  • Fluid typography scale explanation
  • Spacing system documentation
  • Color system and theming guide
  • Breakpoint strategy
  • Grid system documentation
  • Animation/transition guidelines
  • Accessibility standards

Tasks:

  • Write comprehensive design system docs
  • Create visual examples for each concept
  • Document Utopia.fyi configuration
  • Explain customization process
  • Create quick reference guide
  • Save in docs/design-system.md

Acceptance Criteria:

  • Clear explanation of design decisions
  • Examples for common customizations
  • Rationale for breakpoint choices
  • Math behind fluid calculations explained
  • Quick reference easily accessible

Estimated Effort: 8-10 hours


Objective: Enable rapid development of new sites, or better (video tutorials).

Guides to Create:

  • Getting started with Template
  • Creating a new page
  • Customizing themes
  • Adding a new component
  • Working with MDX content
  • Deploying to Cloudflare Pages
  • SEO best practices
  • Performance optimization

Tasks per Guide:

  • Write step-by-step instructions
  • Include code examples
  • Add screenshots/videos
  • Test by following guide yourself
  • Save in docs/guides/

Acceptance Criteria:

  • Guides assume basic web dev knowledge
  • Each guide achievable in <30 minutes
  • Code examples tested and working
  • Common pitfalls addressed
  • Links to related documentation

Estimated Effort: 12-15 hours


Objective: Document the Site Dev Workflow for AI agent execution, or better (automated workflow).

Content:

  • Task execution process
  • Git commit conventions
  • Testing requirements
  • Documentation standards
  • Code review checklist
  • Deployment process
  • Rollback procedures

Tasks:

  • Formalize workflow from draft
  • Create checklists for each workflow step
  • Document AI agent requirements
  • Create workflow diagrams
  • Set up automated checks (linting, testing)
  • Save in docs/workflow.md

Acceptance Criteria:

  • Workflow unambiguous and complete
  • AI agents can execute tasks autonomously
  • Checklists verify work quality
  • Git conventions followed consistently
  • Deployment process documented

Estimated Effort: 6-8 hours


Objective: Document all external integrations, or better (example code for each).

Integrations to Document:

  • Web3Forms / Formspree setup
  • n8n webhook integration
  • Cloudflare Pages deployment
  • Analytics (Plausible) setup
  • Error tracking (Sentry) setup
  • Stripe payment integration
  • Auth (EspoCRM / Supabase) integration

Tasks per Integration:

  • Document setup steps
  • Provide configuration examples
  • Note security considerations
  • Create troubleshooting section
  • Save in docs/integrations/

Acceptance Criteria:

  • Setup achievable without external resources
  • Environment variables documented
  • Security best practices highlighted
  • Common errors and solutions listed
  • Testing procedures included

Estimated Effort: 10-12 hours


Objective: Ensure all sites achieve excellent performance, or better (automated audits).

Content:

  • Image optimization strategies
  • Code splitting techniques
  • Critical CSS extraction
  • Font loading optimization
  • Third-party script management
  • Lazy loading guidelines
  • Caching strategies
  • CDN configuration

Tasks:

  • Document optimization techniques
  • Set performance budgets
  • Configure Lighthouse CI
  • Create performance checklist
  • Document monitoring setup
  • Save in docs/performance.md

Acceptance Criteria:

  • Target: Lighthouse scores >90 all categories
  • Performance budgets defined and enforced
  • Automated audits in CI/CD pipeline
  • Clear guidelines for image/video optimization
  • Monitoring alerts configured

Estimated Effort: 6-8 hours


Objective: Document security considerations, or better (automated security scanning).

Content:

  • Content Security Policy (CSP) configuration
  • Environment variable management
  • Form security (CSRF, honeypot)
  • Dependency vulnerability scanning
  • HTTPS enforcement
  • Security headers configuration
  • XSS prevention
  • Input validation guidelines

Tasks:

  • Research security best practices for Astro/Svelte
  • Document security configuration
  • Set up automated dependency scanning
  • Create security checklist
  • Document incident response plan
  • Save in docs/security.md

Acceptance Criteria:

  • All OWASP top 10 addressed
  • Security headers configured
  • Automated vulnerability scanning active
  • Secrets never committed to Git
  • Security audit checklist complete

Estimated Effort: 8-10 hours


Objective: Ensure WCAG AA compliance across all components, or better (AAA where possible).

Content:

  • Semantic HTML requirements
  • ARIA usage guidelines
  • Keyboard navigation standards
  • Color contrast requirements
  • Focus management
  • Screen reader testing procedures
  • Alternative text guidelines
  • Form accessibility

Tasks:

  • Document accessibility standards
  • Create accessibility checklist
  • Set up automated a11y testing (axe-core)
  • Document manual testing procedures
  • Create common patterns reference
  • Save in docs/accessibility.md

Acceptance Criteria:

  • All components WCAG AA compliant
  • Automated tests catch common issues
  • Manual testing process documented
  • Keyboard navigation fully functional
  • Screen reader friendly throughout

Estimated Effort: 8-10 hours


Objective: Capture insights for continuous improvement, or better (searchable knowledge base).

Tasks:

  • Create Lessons-Template-Dev.md structure
  • Document lessons after each major milestone
  • Categorize lessons (technical, workflow, design)
  • Include solutions to problems encountered
  • Create searchable format
  • Review lessons before similar tasks

Content Categories:

  • Technical challenges and solutions
  • Design decisions and rationale
  • Workflow improvements
  • Tool/library evaluations
  • Performance optimizations
  • Accessibility learnings
  • Time estimation adjustments

Acceptance Criteria:

  • Lessons captured in real-time
  • Each lesson includes context and solution
  • Lessons referenced in planning future work
  • Knowledge transferable to other developers
  • Format supports easy searching

Estimated Effort: Ongoing (1-2 hours per phase)


Phase 6: Testing & Quality Assurance (Steps 6.0 - 6.9)

Section titled “Phase 6: Testing & Quality Assurance (Steps 6.0 - 6.9)”

Objective: Implement unit testing for components, or better (TDD approach).

Tasks:

  • Choose testing framework (Vitest recommended)
  • Configure test environment
  • Set up Svelte testing library
  • Create test utilities and helpers
  • Write tests for utility functions
  • Set coverage thresholds (target: 80%+)
  • Document testing approach in docs/testing.md

Test Coverage:

  • Utility functions
  • Component props validation
  • Component rendering
  • Event handlers
  • Theme switching
  • Form validation logic

Acceptance Criteria:

  • Tests run in CI/CD pipeline
  • Coverage reports generated
  • Test documentation clear
  • Test suite runs quickly (<30 seconds)
  • Failing tests block deployment

Estimated Effort: 10-12 hours


Objective: Test component interactions and page flows, or better (visual regression testing).

Tasks:

  • Set up Playwright or Cypress
  • Write integration tests for:
    • Form submissions
    • Navigation flows
    • Theme switching
    • Modal interactions
    • Multi-step processes
  • Configure visual regression testing
  • Set up test data fixtures
  • Document in docs/testing.md

Acceptance Criteria:

  • Critical user flows tested
  • Tests run in multiple browsers
  • Visual regressions caught automatically
  • Test data easily manageable
  • Tests stable and not flaky

Estimated Effort: 12-15 hours


Objective: Automate accessibility compliance checking, or better (continuous monitoring).

Tasks:

  • Install axe-core or pa11y
  • Configure automated a11y tests
  • Create accessibility test suite
  • Set up color contrast checking
  • Configure keyboard navigation tests
  • Document manual testing procedures
  • Add to CI/CD pipeline

Test Coverage:

  • All interactive components
  • Form inputs and labels
  • Focus management
  • ARIA attributes
  • Color contrast
  • Heading hierarchy
  • Image alt text

Acceptance Criteria:

  • Zero critical a11y violations
  • Automated tests in CI/CD
  • Manual testing checklist complete
  • Screen reader tested (NVDA/JAWS)
  • Keyboard navigation fully functional

Estimated Effort: 8-10 hours


Objective: Ensure excellent performance across devices, or better (synthetic monitoring).

Tasks:

  • Configure Lighthouse CI
  • Set performance budgets:
    • First Contentful Paint: <1.5s
    • Largest Contentful Paint: <2.5s
    • Total Blocking Time: <200ms
    • Cumulative Layout Shift: <0.1
  • Test on 3G network simulation
  • Test on various devices (BrowserStack)
  • Profile JavaScript performance
  • Audit bundle sizes
  • Document in docs/performance.md

Acceptance Criteria:

  • Lighthouse scores >90 all categories
  • Performance budgets enforced
  • No layout shifts during page load
  • JavaScript bundles optimized
  • Images properly sized and lazy-loaded

Estimated Effort: 6-8 hours


Objective: Ensure compatibility across browsers, or better (automated cross-browser tests).

Browsers to Test:

  • Chrome/Edge (latest 2 versions)
  • Firefox (latest 2 versions)
  • Safari (latest 2 versions)
  • Mobile Safari (iOS)
  • Chrome Mobile (Android)

Tasks:

  • Set up BrowserStack or similar
  • Test core functionality in all browsers
  • Document browser-specific issues
  • Add browser support matrix
  • Configure Browserslist
  • Document in docs/browser-support.md

Acceptance Criteria:

  • All features work in supported browsers
  • Graceful degradation for older browsers
  • Browser support clearly documented
  • No console errors in any browser
  • Polyfills configured if needed

Estimated Effort: 6-8 hours


Objective: Verify excellent experience at all viewport sizes, or better (automated responsive tests).

Viewport Sizes to Test:

  • Mobile: 320px - 480px
  • Tablet: 481px - 768px
  • Laptop: 769px - 1024px
  • Desktop: 1025px - 1500px
  • Large Desktop: 1501px+

Tasks:

  • Use Responsively App for multi-device preview
  • Test all components at breakpoints
  • Verify fluid scaling works smoothly
  • Check navigation breakpoint (50rem)
  • Test touch interactions on mobile
  • Verify readability at all sizes
  • Document in docs/responsive-testing.md

Acceptance Criteria:

  • No horizontal scrolling at any size
  • Touch targets ≥44x44px on mobile
  • Text readable without zooming
  • Images scale appropriately
  • Navigation usable at all sizes

Estimated Effort: 6-8 hours


Objective: Ensure excellent search engine optimization, or better (automated SEO audits).

Tasks:

  • Audit meta tags on all page types
  • Verify Open Graph tags
  • Test Twitter Card markup
  • Validate structured data (schema.org)
  • Check robots.txt configuration
  • Verify sitemap.xml generation
  • Test canonical URLs
  • Audit heading hierarchy
  • Check image alt text
  • Test internal linking
  • Configure Lighthouse SEO audits
  • Document in docs/seo.md

Tools:

  • Google Search Console
  • Structured Data Testing Tool
  • Screaming Frog SEO Spider
  • Lighthouse SEO audit

Acceptance Criteria:

  • Lighthouse SEO score: 100
  • All structured data validates
  • Sitemap includes all pages
  • Meta descriptions on all pages
  • Heading hierarchy logical
  • No broken links

Estimated Effort: 8-10 hours


Objective: Ensure robust form functionality, or better (comprehensive validation).

Test Scenarios:

  • Valid submissions
  • Client-side validation errors
  • Server-side validation errors
  • Spam detection (honeypot)
  • Success state display
  • Error recovery
  • Multi-step form progression
  • Form persistence (if applicable)
  • GDPR consent handling

Tasks:

  • Write tests for all form variants
  • Test form submission to endpoints
  • Verify n8n integration
  • Test error handling
  • Verify accessibility
  • Test on various devices
  • Document in docs/testing.md

Acceptance Criteria:

  • All forms submit successfully
  • Validation errors clear and helpful
  • Spam protection works invisibly
  • Success/error states tested
  • Forms accessible and keyboard-friendly
  • Integration with backend verified

Estimated Effort: 6-8 hours


Objective: Final review before declaring production-ready, or better (third-party security audit).

Audit Areas:

  • Security: Run OWASP ZAP scan
  • Performance: Lighthouse audits on all page types
  • Accessibility: Manual + automated testing complete
  • SEO: All metadata and structured data verified
  • Browser compatibility: Tested in all target browsers
  • Responsive design: Verified at all breakpoints
  • Forms: All submissions tested end-to-end
  • Links: No broken internal/external links
  • Content: Proofread all documentation
  • Code quality: Linting and formatting applied
  • Dependencies: All packages up-to-date and secure
  • Environment: Production config verified

Tasks:

  • Run comprehensive automated tests
  • Manual testing of critical paths
  • Third-party penetration testing (optional)
  • Code review by fresh eyes
  • Documentation review for completeness
  • Create production readiness checklist
  • Sign-off from stakeholders

Acceptance Criteria:

  • Zero critical security vulnerabilities
  • All automated tests passing
  • Performance budgets met
  • Documentation complete and accurate
  • Code follows style guide
  • Ready for production deployment

Estimated Effort: 12-15 hours


Phase 7: Deployment & Operations (Steps 7.0 - 7.9)

Section titled “Phase 7: Deployment & Operations (Steps 7.0 - 7.9)”

Objective: Configure production hosting infrastructure, or better (infrastructure as code).

Tasks:

  • Set up Cloudflare Pages project
  • Configure custom domain
  • Enable HTTPS with auto-renewal
  • Configure DNS records
  • Set up environment variables
  • Configure build settings
  • Enable edge caching
  • Set up branch previews
  • Document in docs/deployment.md

Acceptance Criteria:

  • Site accessible via custom domain
  • HTTPS working with valid certificate
  • Build triggers on Git push
  • Environment variables secure
  • Branch previews working for testing

Estimated Effort: 4-6 hours


Objective: Automate testing and deployment, or better (zero-downtime deployments).

Pipeline Steps:

  1. Lint code (ESLint, Prettier)
  2. Run unit tests
  3. Run integration tests
  4. Run accessibility tests
  5. Build production bundle
  6. Run Lighthouse audits
  7. Deploy to staging
  8. Run smoke tests
  9. Deploy to production (if staging passes)
  10. Notify team of deployment

Tasks:

  • Configure GitHub Actions or similar
  • Set up test automation
  • Configure build optimization
  • Set up deployment notifications
  • Document pipeline in docs/ci-cd.md

Acceptance Criteria:

  • Tests run on every pull request
  • Failed tests block deployment
  • Deployments fully automated
  • Rollback procedure documented
  • Team notified of deploys

Estimated Effort: 8-10 hours


Objective: Know immediately when issues occur, or better (predictive monitoring).

Monitoring Components:

  • Uptime: Uptime Kuma for availability monitoring
  • Performance: Real User Monitoring (RUM)
  • Errors: Sentry error tracking
  • Analytics: Plausible Analytics
  • Server: VPS metrics (if applicable)

Tasks:

  • Deploy Uptime Kuma in Docker
  • Configure uptime checks (1-minute interval)
  • Set up Sentry project
  • Install Sentry SDK in Astro
  • Configure Plausible Analytics
  • Set up alert notifications (email, Slack)
  • Create monitoring dashboard
  • Document in docs/monitoring.md

Acceptance Criteria:

  • Uptime alerts within 2 minutes
  • Error tracking captures all exceptions
  • Analytics respect privacy (no cookies)
  • Alerts sent to appropriate channels
  • Dashboard accessible to team

Estimated Effort: 6-8 hours


Objective: Ensure data is recoverable, or better (automated tested restores).

Backup Components:

  • Git repository: GitHub/GitLab with off-site backup
  • Environment variables: Secure documented storage
  • Content (if CMS): Automated daily backups
  • Build artifacts: Retained for rollback
  • Documentation: Versioned with code

Tasks:

  • Configure Git backup strategy
  • Document secret storage (Doppler or secure vault)
  • Set up automated backups (if needed)
  • Test restore procedures
  • Document backup/restore process
  • Create disaster recovery plan
  • Save in docs/backup-restore.md

Acceptance Criteria:

  • All critical data backed up daily
  • Restore procedures tested
  • Recovery time objective (RTO) documented
  • Backup verification automated
  • Team trained on restore process

Estimated Effort: 4-6 hours


Objective: Measure site performance and user behavior, or better (privacy-first analytics).

Tracking Setup:

  • Plausible Analytics installation
  • Custom event tracking (form submissions, CTA clicks)
  • Goal/conversion tracking
  • Outbound link tracking
  • File download tracking
  • 404 error tracking
  • Page view tracking

Tasks:

  • Install Plausible script
  • Configure custom events
  • Set up conversion goals
  • Test tracking in staging
  • Create analytics dashboard
  • Document events in docs/analytics.md

Acceptance Criteria:

  • Analytics respects Do Not Track
  • No cookies used (GDPR-friendly)
  • All key conversions tracked
  • Dashboard easy to understand
  • Team trained on analytics

Estimated Effort: 4-6 hours


Objective: Enable data-driven optimization, or better (multivariate testing).

Tasks:

  • Configure Cloudflare Pages A/B testing
  • Create testing branch strategy
  • Set up conversion tracking for tests
  • Document test creation process
  • Create A/B testing guidelines
  • Set statistical significance thresholds
  • Document in docs/ab-testing.md

Test Ideas to Document:

  • Hero headline variations
  • CTA button copy/colors
  • Form field variations
  • Pricing presentation
  • Social proof placement

Acceptance Criteria:

  • A/B tests easy to set up
  • Traffic split configurable
  • Results statistically significant
  • Test documentation template created
  • Team trained on testing process

Estimated Effort: 4-6 hours


Objective: Implement security best practices, or better (defense in depth).

Security Measures:

  • Configure Content Security Policy (CSP)
  • Set security headers:
    • X-Frame-Options
    • X-Content-Type-Options
    • Strict-Transport-Security (HSTS)
    • Referrer-Policy
    • Permissions-Policy
  • Configure CORS properly
  • Enable Subresource Integrity (SRI)
  • Set up rate limiting (Cloudflare)
  • Configure DDoS protection
  • Enable bot management

Tasks:

  • Implement security headers in config
  • Test CSP doesn’t break functionality
  • Configure Cloudflare security features
  • Run security audit (OWASP ZAP)
  • Document security config
  • Create security incident response plan
  • Save in docs/security.md

Acceptance Criteria:

  • Security headers configured correctly
  • CSP blocks unauthorized resources
  • Security scan shows no high/critical issues
  • Rate limiting prevents abuse
  • Incident response plan documented

Estimated Effort: 6-8 hours


Objective: Make documentation easily accessible, or better (searchable docs site).

Tasks:

  • Choose documentation hosting approach:
    • Option A: Docs within Template site
    • Option B: Separate docs site
    • Option C: GitHub Pages/Wiki
  • Organize documentation structure
  • Add search functionality
  • Create navigation/menu
  • Style documentation pages
  • Add code syntax highlighting
  • Enable feedback mechanism
  • Deploy documentation
  • Document in docs/documentation-system.md

Documentation Sections:

  • Getting Started
  • Design System
  • Components Library
  • Blocks Library
  • Page Templates
  • Guides & Tutorials
  • API Reference
  • Development Workflow
  • Deployment
  • Contributing

Acceptance Criteria:

  • All documentation accessible online
  • Search returns relevant results
  • Navigation intuitive
  • Code examples copy-pasteable
  • Documentation versioned

Estimated Effort: 8-10 hours


Objective: Ensure nothing is forgotten at launch, or better (automated pre-launch checks).

Pre-Launch Checklist:

Content:

  • All placeholder content replaced
  • Legal pages complete (Privacy, Terms, etc.)
  • Contact information accurate
  • Social media links working
  • All images have alt text
  • Content proofread

Technical:

  • All tests passing
  • Lighthouse scores >90
  • Security headers configured
  • HTTPS working
  • Sitemap submitted to search engines
  • robots.txt configured
  • Analytics tracking verified
  • Error tracking working
  • Forms submitting correctly
  • Email notifications working

SEO:

  • Meta tags on all pages
  • Open Graph tags configured
  • Structured data validated
  • Canonical URLs set
  • Favicon loading correctly

Legal & Compliance:

  • Cookie consent implemented
  • GDPR compliance verified
  • Accessibility statement published
  • Privacy policy published
  • Terms of service published

Monitoring:

  • Uptime monitoring active
  • Error tracking active
  • Analytics tracking active
  • Alerts configured
  • Team notified of go-live

Tasks:

  • Create automated pre-launch script
  • Manual review of checklist
  • Stakeholder sign-off
  • Schedule launch
  • Monitor launch closely
  • Document launch process
  • Save in docs/launch-checklist.md

Acceptance Criteria:

  • All checklist items verified
  • No critical issues outstanding
  • Team prepared for support
  • Monitoring active
  • Launch announcement ready

Estimated Effort: 4-6 hours


Phase 8: Optimization & Iteration (Steps 8.0 - 8.9)

Section titled “Phase 8: Optimization & Iteration (Steps 8.0 - 8.9)”

Objective: Achieve exceptional performance, or better (sub-second load times).

Optimization Tasks:

  • Analyze Core Web Vitals data
  • Optimize largest assets
  • Implement advanced caching strategies
  • Optimize critical rendering path
  • Reduce JavaScript bundle size
  • Optimize font loading (font-display: swap)
  • Implement service worker for offline support
  • Pre-load critical resources
  • Defer non-critical scripts
  • Optimize third-party scripts

Acceptance Criteria:

  • First Contentful Paint: <1.0s
  • Largest Contentful Paint: <2.0s
  • Time to Interactive: <3.0s
  • Total Blocking Time: <150ms
  • Cumulative Layout Shift: <0.05

Estimated Effort: 8-10 hours


Objective: Exceed WCAG AA, targeting AAA where feasible, or better (inclusive design patterns).

Enhancement Tasks:

  • Conduct user testing with assistive technologies
  • Improve keyboard navigation efficiency
  • Add skip links for repetitive content
  • Enhance focus indicators
  • Improve error messaging
  • Add ARIA live regions where helpful
  • Implement reduced motion preferences
  • Enhance color contrast (target AAA)
  • Add text resizing support (200%)
  • Document accessibility features

Acceptance Criteria:

  • User testing with screen readers successful
  • All WCAG AAA criteria evaluated
  • Focus always visible
  • Animations respect prefers-reduced-motion
  • Text resizes without breaking layout

Estimated Effort: 8-10 hours


Objective: Maximize search visibility, or better (featured snippets optimized).

Enhancement Tasks:

  • Optimize for featured snippets
  • Add FAQ schema markup
  • Implement breadcrumb navigation
  • Optimize image SEO (file names, alt text)
  • Create XML sitemap
  • Implement hreflang tags (if multi-language)
  • Optimize page speed for SEO
  • Build internal linking strategy
  • Create content hub structure
  • Submit to search engines

Acceptance Criteria:

  • All pages indexed by Google
  • Featured snippet markup implemented
  • Internal linking optimized
  • Page speed excellent (>90)
  • Structured data validates

Estimated Effort: 6-8 hours


Objective: Maximize conversion rates, or better (personalized experiences).

Optimization Tasks:

  • Analyze user behavior with heatmaps (if applicable)
  • Optimize CTA placement and copy
  • Simplify form fields
  • Add social proof strategically
  • Optimize page load sequence (critical content first)
  • Test headline variations
  • Improve value proposition clarity
  • Add trust signals
  • Optimize mobile conversion flow
  • Document winning variations

A/B Test Ideas:

  • Hero headlines
  • CTA button copy and color
  • Form length
  • Social proof placement
  • Pricing presentation

Acceptance Criteria:

  • Key conversion metrics baselined
  • A/B tests planned and documented
  • User friction points identified
  • Mobile conversion flow optimized
  • Trust signals prominent

Estimated Effort: 8-10 hours


Objective: Create content creation guidelines, or better (content generation templates).

Deliverables:

  • Content style guide
  • Blog post templates (how-to, listicle, case study)
  • Landing page copywriting framework
  • SEO content checklist
  • Image/media guidelines
  • Content calendar template
  • Content workflow documentation
  • Save in docs/content-strategy.md

Acceptance Criteria:

  • Style guide covers tone, voice, grammar
  • Templates speed up content creation
  • SEO best practices embedded
  • Workflow clear from idea to publish
  • Examples provided for each template

Estimated Effort: 6-8 hours


Objective: Add commonly requested components, or better (community-contributed components).

Additional Components to Consider:

  • Notification/Toast system
  • Loading skeletons
  • Empty states
  • Error states
  • Pagination
  • Data tables
  • Charts/graphs (recharts)
  • File upload
  • Image crop/editor
  • Video player controls
  • Audio player
  • Progress indicators
  • Stepper (multi-step UI)
  • Timeline
  • Chat interface (if applicable)

Tasks per Component: Follow established workflow from Phase 2

Acceptance Criteria:

  • Components meet same quality bar
  • Fully documented
  • Accessible and performant
  • Tested across browsers/devices

Estimated Effort: Variable based on priority (20-40 hours for full expansion)


Objective: Add sophisticated functionality, or better (AI-powered features).

Potential Advanced Features:

  • Site Search: Implement Meilisearch or Algolia
  • Commenting System: Add Giscus or similar
  • Authentication: Integrate Supabase Auth or EspoCRM Portal
  • Payments: Stripe checkout integration
  • Multi-language: i18n support
  • PWA: Progressive Web App features
  • Dark Mode Toggle: System preference detection
  • Reading Progress: Article progress tracking
  • Print Styles: Optimized print layouts
  • RSS Feed: Auto-generated from content

Tasks: Prioritize based on site requirements

Acceptance Criteria:

  • Features enhance user experience
  • No negative performance impact
  • Properly documented
  • Fallbacks for unsupported browsers

Estimated Effort: Variable (40-60 hours for full suite)


Objective: Streamline development workflow, or better (AI-assisted development).

Tools to Add:

  • Component generator CLI tool
  • Page template generator
  • Content scaffolding scripts
  • Image optimization automation
  • Bundle analyzer integration
  • Visual regression testing
  • Storybook integration (if not done)
  • Hot reload improvements
  • TypeScript migration (if desired)
  • Code snippet library (VS Code)

Tasks:

  • Build CLI tools for common tasks
  • Document tool usage
  • Add to package.json scripts
  • Create VS Code extension/snippets
  • Save in docs/developer-tools.md

Acceptance Criteria:

  • Tools reduce repetitive tasks
  • Documentation clear
  • Tools work cross-platform
  • Examples provided

Estimated Effort: 10-12 hours


8.9 Final Review & Production Certification

Section titled “8.9 Final Review & Production Certification”

Objective: Certify Template as production-ready, or better (external audit).

Final Review Tasks:

  • Code Review: Fresh eyes review all code
  • Security Audit: External penetration test (optional but recommended)
  • Performance Audit: Independent Lighthouse audit
  • Accessibility Audit: External WCAG audit
  • Documentation Review: Complete and accurate
  • User Testing: Non-technical users test site
  • Cross-functional Review: Team members from different disciplines
  • Legal Review: Privacy policy, terms compliance
  • Stakeholder Sign-off: Final approval for production use

Deliverables:

  • Production readiness certificate
  • Audit reports (security, accessibility, performance)
  • Final documentation package
  • Known issues log
  • Roadmap for future enhancements
  • Save in docs/production-certification.md

Acceptance Criteria:

  • Zero critical issues outstanding
  • All audits pass or have documented exceptions
  • Stakeholder approval obtained
  • Template ready for site creation
  • Celebration scheduled! 🎉

Estimated Effort: 12-15 hours


  • Phase 1: Foundation & Infrastructure: 30-40 hours
  • Phase 2: Core Component Library: 47-60 hours
  • Phase 3: Block Library: 94-120 hours
  • Phase 4: Page Templates: 61-78 hours
  • Phase 5: Documentation & DX: 78-100 hours
  • Phase 6: Testing & QA: 66-84 hours
  • Phase 7: Deployment & Operations: 52-68 hours
  • Phase 8: Optimization & Iteration: 98-133 hours

Grand Total: 526-683 hours (13-17 weeks at 40 hours/week)

The Template site is considered production-ready when:

  1. ✅ All components documented and tested
  2. ✅ Lighthouse scores >90 (Performance, Accessibility, Best Practices, SEO)
  3. ✅ WCAG AA compliant (AAA where feasible)
  4. ✅ Zero critical security vulnerabilities
  5. ✅ All tests passing in CI/CD
  6. ✅ Comprehensive documentation complete
  7. ✅ Deployed to production with monitoring active
  8. ✅ First site successfully built from Template
  9. ✅ Team trained on Template usage
  10. ✅ Stakeholder sign-off obtained
  1. Build First Production Site: Apply Template to actual project
  2. Gather Feedback: Document pain points and improvements
  3. Iterate Template: Incorporate learnings back into Template
  4. Scale: Build additional sites from improved Template
  5. Community: Consider open-sourcing Template (if beneficial)

Follow Conventional Commits:

<type>(<scope>): <subject>
<body>
<footer>

Types:

  • feat: New feature
  • fix: Bug fix
  • docs: Documentation changes
  • style: Code style changes (formatting)
  • refactor: Code refactoring
  • perf: Performance improvements
  • test: Adding/updating tests
  • chore: Build process or tooling changes

Example:

feat(components): add SmartDebtEntity component
Implements animated SMART -> $MART transition while preserving SEO value.
Includes both Svelte and JSX versions for Astro and MDX usage.
Closes #42
  • Code follows style guide
  • Tests added/updated
  • Documentation updated
  • No console.log statements
  • Accessibility verified
  • Performance impact assessed
  • Security considerations reviewed
  • Cross-browser tested
  • Mobile responsive verified
  • Lessons documented (if applicable)

Design System:

Components & UI:

Accessibility:

Performance:

Testing:

SEO:

Required Software:

  • Node.js 18+ or Deno 2+
  • pnpm 8+
  • Git 2.40+
  • VS Code (recommended) with extensions:
    • Astro
    • Svelte for VS Code
    • Tailwind CSS IntelliSense
    • ESLint
    • Prettier
    • Error Lens

Recommended Tools:

Files:

  • Components: PascalCase.svelte (e.g., Button.svelte)
  • Pages: kebab-case.astro (e.g., about-us.astro)
  • Layouts: PascalCase.astro (e.g., BaseLayout.astro)
  • Utilities: camelCase.ts (e.g., formatDate.ts)
  • Styles: kebab-case.css (e.g., design-tokens.css)

CSS Classes:

  • Use Tailwind utilities primarily
  • Custom classes: kebab-case (e.g., .hero-section)
  • BEM for complex components if needed: .block__element--modifier

CSS Variables:

  • Design tokens: --[category]-[property]-[variant]
    • Example: --color-primary-500, --space-md, --font-heading-xl
  • Component-specific: --[component]-[property]
    • Example: --button-padding, --card-border-radius

JavaScript:

  • Variables/Functions: camelCase
  • Constants: UPPER_SNAKE_CASE
  • Classes/Components: PascalCase
  • Private methods: _camelCase (convention, not enforced)

Page Weight Budgets:

  • Initial HTML: < 30 KB
  • Critical CSS: < 50 KB
  • Total CSS: < 100 KB
  • JavaScript (first load): < 200 KB
  • Images (above fold): < 500 KB
  • Total page weight: < 1.5 MB

Timing Budgets:

  • Time to First Byte (TTFB): < 600ms
  • First Contentful Paint (FCP): < 1.5s
  • Largest Contentful Paint (LCP): < 2.5s
  • Time to Interactive (TTI): < 3.5s
  • Total Blocking Time (TBT): < 200ms
  • Cumulative Layout Shift (CLS): < 0.1

Request Budgets:

  • Total requests (first load): < 50
  • Third-party requests: < 10

Fully Supported:

  • Chrome/Edge: Last 2 versions
  • Firefox: Last 2 versions
  • Safari: Last 2 versions
  • iOS Safari: Last 2 versions
  • Chrome Mobile: Last 2 versions

Graceful Degradation:

  • IE 11: Not supported, redirect to upgrade message
  • Older browsers: Core content accessible, advanced features may not work

Feature Detection: Use progressive enhancement for:

  • CSS Grid
  • CSS Custom Properties
  • Intersection Observer
  • Service Workers
  • WebP images (with fallbacks)

Task Execution Protocol:

  1. Review Phase:

    • Read task description thoroughly
    • Review related documentation
    • Check for dependencies on other tasks
    • Ask clarifying questions if needed
    • Confirm understanding before proceeding
  2. Planning Phase:

    • Break task into sub-tasks
    • Identify required files and changes
    • Plan testing approach
    • Estimate complexity
  3. Implementation Phase:

    • Write production-quality code
    • Follow established patterns and conventions
    • Add inline comments for complex logic
    • Ensure accessibility from the start
    • Write tests alongside code
  4. Testing Phase:

    • Run all relevant tests
    • Test manually in browser
    • Check responsive behavior
    • Verify accessibility
    • Test in multiple browsers (if applicable)
    • Iterate up to 5 times to fix issues
  5. Documentation Phase:

    • Update relevant documentation
    • Add usage examples
    • Document any new patterns or conventions
    • Update CHANGELOG if applicable
  6. Review Phase:

    • Self-review against checklist
    • Ensure all acceptance criteria met
    • Check for unintended side effects
    • Verify performance impact acceptable
  7. Completion Phase:

    • Document lessons learned (if significant)
    • Create descriptive Git commit
    • Mark task as complete in plan
    • Move to next task or report blockers

Quality Standards:

  • Code passes all linters and formatters
  • All tests pass
  • Lighthouse scores maintained or improved
  • No new accessibility violations
  • Documentation updated
  • Follows established patterns

When to Escalate:

  • Task ambiguous after review
  • Dependency on blocked task
  • Architectural decision needed
  • 5 iterations without success
  • Security concerns identified
  • Performance regression unavoidable

For Lessons-Template-Dev.md:

## [Date] - [Phase/Task Name]
### Context
Brief description of what was being worked on and the goal.
### Challenge
What problem or challenge was encountered?
### Solution
How was it solved? Include code snippets if relevant.
### Lesson Learned
What's the key takeaway for future work?
### Impact
How does this affect the project or future tasks?
### Keywords
#performance #accessibility #component-design (for searchability)
---

Code Security:

  • No hardcoded secrets or API keys
  • Environment variables used for sensitive data
  • Input validation on all forms
  • Output encoding to prevent XSS
  • SQL injection prevention (if database used)
  • CSRF protection on forms
  • Rate limiting on API endpoints
  • Secure dependencies (no known vulnerabilities)

Infrastructure Security:

  • HTTPS enabled and enforced
  • Security headers configured
  • CSP prevents unauthorized scripts
  • CORS configured appropriately
  • DDoS protection active
  • Bot management enabled
  • Regular security audits scheduled

Data Security:

  • User data encrypted at rest
  • Secure data transmission (TLS 1.3)
  • Minimal data collection
  • Data retention policy defined
  • GDPR compliance verified
  • Cookie consent implemented
  • Privacy policy comprehensive

Pre-Deployment:

  • All tests passing
  • Code reviewed
  • Documentation updated
  • CHANGELOG updated
  • Environment variables configured
  • Database migrations ready (if applicable)
  • Backup created
  • Rollback plan documented

Deployment:

  • Deploy to staging
  • Run smoke tests on staging
  • Performance check on staging
  • Stakeholder approval on staging
  • Schedule production deployment
  • Deploy to production
  • Verify production deployment
  • Monitor for errors (first hour critical)

Post-Deployment:

  • Verify key functionality works
  • Check analytics tracking
  • Check error tracking
  • Monitor performance metrics
  • Notify team of successful deployment
  • Update documentation with deployment date
  • Close related tickets/issues

Blog Post Schema:

interface BlogPost {
title: string;
slug: string;
description: string;
publishDate: Date;
updatedDate?: Date;
author: string;
tags: string[];
category: string;
featuredImage: string;
featuredImageAlt: string;
draft: boolean;
seo: {
metaTitle?: string;
metaDescription?: string;
ogImage?: string;
};
}

Page Schema:

interface Page {
title: string;
slug: string;
description: string;
layout: 'default' | 'landing' | 'legal';
blocks: Block[];
seo: {
metaTitle?: string;
metaDescription?: string;
ogImage?: string;
noindex?: boolean;
};
}

Component Props Pattern:

interface ComponentProps {
// Required props
id: string;
// Optional props with defaults
variant?: 'primary' | 'secondary' | 'tertiary';
size?: 'sm' | 'md' | 'lg';
// Styling props
class?: string;
// Accessibility props
ariaLabel?: string;
// Event handlers
onClick?: () => void;
}

Daily:

  • Monitor error tracking
  • Check uptime status
  • Review analytics anomalies

Weekly:

  • Review dependency updates
  • Check Lighthouse scores
  • Review user feedback
  • Backup verification

Monthly:

  • Security audit
  • Performance optimization review
  • Content audit
  • A/B test results review
  • Documentation review

Quarterly:

  • Comprehensive security audit
  • User testing session
  • Accessibility audit
  • SEO audit
  • Technology stack review
  • Roadmap update

Annually:

  • Major dependency updates
  • Design refresh evaluation
  • Third-party penetration test
  • Legal compliance review
  • Disaster recovery drill

Common Issues:

  1. Build Fails:

    • Check Node/Deno version
    • Clear node_modules and reinstall
    • Check for TypeScript errors
    • Verify all imports are correct
  2. Styles Not Applying:

    • Check Tailwind configuration
    • Verify CSS import order
    • Check for CSS specificity conflicts
    • Clear browser cache
  3. Component Not Rendering:

    • Check Svelte syntax
    • Verify component import path
    • Check for JavaScript errors in console
    • Verify props passed correctly
  4. Performance Issues:

    • Run Lighthouse audit
    • Check bundle size
    • Verify images optimized
    • Check for render-blocking resources
  5. Accessibility Violations:

    • Run axe DevTools
    • Check keyboard navigation
    • Verify ARIA labels
    • Test with screen reader

Debug Tools:

  • Browser DevTools (Elements, Console, Network, Performance)
  • Astro Dev Toolbar
  • Svelte DevTools
  • Lighthouse
  • axe DevTools
  • React DevTools (for JSX components)

For Future Contributors:

  1. Before Starting:

    • Read all documentation
    • Set up development environment
    • Review open issues/tasks
    • Discuss major changes before implementing
  2. While Working:

    • Follow code style guide
    • Write tests for new features
    • Update documentation
    • Keep commits atomic and well-described
    • Ask questions when stuck
  3. Before Submitting:

    • Run all tests
    • Check code style
    • Update CHANGELOG
    • Self-review changes
    • Test across browsers
    • Verify accessibility
  4. Pull Request Template:

    ## Description
    Brief description of changes
    ## Type of Change
    - [ ] Bug fix
    - [ ] New feature
    - [ ] Breaking change
    - [ ] Documentation update
    ## Testing
    How was this tested?
    ## Checklist
    - [ ] Tests added/updated
    - [ ] Documentation updated
    - [ ] Code follows style guide
    - [ ] Accessibility verified
    - [ ] Self-reviewed
    ## Screenshots (if applicable)

Key Terms:

  • Artifact: A reusable component, block, page, or piece of documentation
  • Block: A composition of multiple components forming a page section
  • Component: A single, reusable UI element
  • Design Token: A CSS variable representing a design decision (color, spacing, etc.)
  • Fluid Design: Continuous scaling of design properties using viewport-relative units
  • Hybrid Responsive: Combination of fluid scaling and breakpoint-based structural changes
  • Monorepo: Single repository containing multiple related projects
  • Progressive Enhancement: Building a baseline experience and enhancing for capable browsers
  • Semantic HTML: HTML that describes meaning, not just presentation
  • Template Site: The foundational site from which all other sites are built
  • WCAG: Web Content Accessibility Guidelines

VersionDateAuthorChanges
1.02025-11-03AI AssistantInitial comprehensive plan created

For Questions:

  • Review documentation first
  • Check troubleshooting guide
  • Search lessons learned
  • Consult with team

For Issues:

  • Document in issue tracker
  • Include steps to reproduce
  • Attach screenshots/logs
  • Note environment details

To be determined based on project requirements


Technologies:

  • Astro
  • Svelte
  • Shadcn-Svelte
  • Tailwind CSS
  • Cloudflare Pages

Resources:

  • Utopia.fyi for fluid design principles
  • Web.dev for performance guidance
  • A11y Project for accessibility best practices
  • Open source community for incredible tools

End of Plan-Template-Dev.md

This plan is a living document. Update it as the project evolves and new insights emerge.