Project Roadmap

Implementation phases and timeline

Chatbot Creation Framework - Project Summary & Implementation Roadmap

Project Overview

The Chatbot Creation Framework is a comprehensive platform that enables users to create and manage multimodal RAG (Retrieval-Augmented Generation) chatbots with document processing capabilities. The system integrates with n8n workflows for advanced document processing and provides a complete infrastructure for deploying conversational AI solutions.

Key Features Summary

🚀 Core Capabilities

  • Multi-tenant Architecture: Each chatbot project gets isolated resources (database + storage)
  • Multimodal Document Processing: Support for PDF, Markdown, DOCX with image extraction
  • Real-time Chat Interface: WebSocket-based messaging with conversation history
  • n8n Workflow Integration: Automated document processing with webhook status updates
  • Vector Search: PostgreSQL with pgvector for semantic document retrieval
  • File Management: MinIO S3-compatible storage with automated lifecycle management
  • User Management: NextAuth.js with multiple authentication providers

🛠 Technical Stack

  • Frontend/Backend: Next.js 14 with TypeScript
  • Database: PostgreSQL 15+ with pgvector extension
  • Storage: MinIO S3-compatible storage
  • Cache: Redis for sessions and performance
  • Containerization: Docker + Docker Compose
  • Authentication: NextAuth.js with JWT tokens
  • Real-time: Socket.io for WebSocket connections

Architecture Highlights

System Components

graph TB
    subgraph "User Interface Layer"
        A[Dashboard] --> B[Project Management]
        A --> C[Chat Interface]
        A --> D[Document Management]
    end
    
    subgraph "Application Layer"
        B --> E[Next.js API Routes]
        C --> E
        D --> E
        E --> F[Authentication Layer]
        E --> G[Business Logic]
    end
    
    subgraph "Infrastructure Layer"
        G --> H[PostgreSQL Main DB]
        G --> I[Redis Cache]
        G --> J[MinIO Storage]
        G --> K[Per-Project PostgreSQL DBs]
    end
    
    subgraph "External Services"
        G --> L[n8n Workflows]
        L --> K
        L --> J
    end

Data Flow

flowchart TD
    A[User Uploads Document] --> B[Store in MinIO]
    B --> C[Create Processing Job]
    C --> D[Trigger n8n Workflow]
    D --> E[Extract Text & Images]
    E --> F[Generate Embeddings]
    F --> G[Store in Project Vector DB]
    G --> H[Update Job Status]
    H --> I[Notify User via WebSocket]

Implementation Phases

Phase 1: Foundation Setup (Week 1-2)

Priority: Critical

Infrastructure & Core Setup

  • Initialize Next.js 14 project with TypeScript
  • Configure Docker environment (PostgreSQL, MinIO, Redis, Nginx)
  • Set up development and production Docker Compose configurations
  • Implement database schema and migrations
  • Configure environment variables and secrets management

Authentication & Security

  • Implement NextAuth.js with email/password and OAuth providers
  • Set up JWT token management with refresh tokens
  • Implement rate limiting and API security middleware
  • Create user registration and login flows

Deliverables:

  • Working Docker environment
  • User authentication system
  • Basic project structure
  • Database schemas in place

Phase 2: Core Application Features (Week 3-4)

Priority: Critical

Project Management

  • Create project CRUD operations
  • Implement database provisioning service for new projects
  • Build MinIO bucket creation and management
  • Develop project dashboard UI

Document Management

  • Implement file upload system with validation
  • Create document storage and metadata management
  • Build document listing and management UI
  • Implement file type validation and security scanning

Deliverables:

  • Functional project management interface
  • File upload and storage system
  • Project resource provisioning
  • Basic document management

Phase 3: Document Processing Integration (Week 5-6)

Priority: Critical

n8n Integration

  • Implement n8n workflow API integration
  • Create webhook endpoints for processing status updates
  • Build job queue and status tracking system
  • Implement error handling and retry logic

Processing Pipeline

  • Integrate document processing triggers
  • Handle processing status updates and notifications
  • Implement real-time status updates via WebSocket
  • Create processing job management interface

Deliverables:

  • Working n8n integration
  • Document processing pipeline
  • Job status tracking
  • Real-time updates system

Phase 4: Chat System (Week 7-8)

Priority: Critical

Chat Interface

  • Build real-time chat interface with Socket.io
  • Implement conversation management
  • Create message history and search functionality
  • Design responsive chat UI/UX

RAG Implementation

  • Implement vector similarity search
  • Build context retrieval system
  • Create chat API endpoints
  • Integrate system prompt configuration

Deliverables:

  • Functional chat interface
  • Vector search and RAG capabilities
  • Real-time messaging system
  • Conversation management

Phase 5: Advanced Features (Week 9-10)

Priority: Important

System Configuration

  • Build system prompt configuration interface
  • Implement chatbot settings and customization
  • Create API key management for external access
  • Build public chat API for integration

Monitoring & Analytics

  • Implement application monitoring and logging
  • Create usage analytics and reporting
  • Build health check endpoints
  • Set up error tracking and alerting

Deliverables:

  • Configuration management system
  • Public API for chatbot integration
  • Monitoring and analytics
  • Error tracking system

Phase 6: Production Readiness (Week 11-12)

Priority: Important

Performance & Scalability

  • Implement caching strategies
  • Optimize database queries and indexes
  • Set up load balancing with Nginx
  • Configure SSL and security headers

DevOps & Deployment

  • Create CI/CD pipeline
  • Set up automated testing
  • Configure backup and recovery systems
  • Create deployment automation scripts

Deliverables:

  • Production-ready deployment
  • CI/CD pipeline
  • Backup and monitoring systems
  • Performance optimizations

Resource Requirements

Development Team

  • 1 Full-Stack Developer: Next.js, TypeScript, PostgreSQL, Docker
  • 1 DevOps Engineer: Docker, CI/CD, monitoring, security
  • 1 UI/UX Designer: Interface design, user experience

Infrastructure Requirements

  • Development:
    • 8GB RAM, 4 CPU cores
    • 100GB storage
    • Docker Desktop
  • Production:
    • 16GB RAM, 8 CPU cores
    • 500GB SSD storage
    • Load balancer capability

Risk Assessment & Mitigation

Technical Risks

  1. n8n Integration Complexity

    • Risk: Complex webhook handling and error scenarios
    • Mitigation: Comprehensive testing, fallback mechanisms, detailed error logging
  2. Vector Database Performance

    • Risk: Slow similarity searches with large datasets
    • Mitigation: Proper indexing, query optimization, caching strategies
  3. Multi-tenant Resource Management

    • Risk: Resource isolation and scaling issues
    • Mitigation: Proper database design, resource monitoring, automated cleanup

Operational Risks

  1. Data Security

    • Risk: Sensitive document exposure
    • Mitigation: Encryption at rest, access controls, security audits
  2. System Scalability

    • Risk: Performance degradation under load
    • Mitigation: Horizontal scaling, load testing, performance monitoring

Success Metrics

Technical KPIs

  • Performance: API response time < 200ms (95th percentile)
  • Availability: 99.9% uptime
  • Scalability: Support 1000+ concurrent users
  • Processing: Document processing < 5 minutes per 100-page PDF

Business KPIs

  • User Adoption: 100+ active projects within 3 months
  • Document Processing: 10,000+ documents processed monthly
  • User Satisfaction: 4.5/5 average rating
  • System Reliability: < 1% failed processing jobs

Next Steps

Immediate Actions

  1. Review and Approve Architecture: Validate the proposed system design
  2. Environment Setup: Prepare development environment and tools
  3. Team Assignment: Assign roles and responsibilities
  4. Project Kickoff: Begin Phase 1 implementation

Implementation Approach

  1. Agile Development: 2-week sprints with regular reviews
  2. Continuous Integration: Automated testing and deployment
  3. User Feedback: Regular stakeholder reviews and iterations
  4. Documentation: Maintain comprehensive technical documentation

Quality Assurance

Testing Strategy

  • Unit Tests: 80%+ code coverage
  • Integration Tests: API endpoint validation
  • End-to-End Tests: Critical user journey automation
  • Performance Tests: Load and stress testing
  • Security Tests: Vulnerability scanning and penetration testing

Code Quality

  • TypeScript: Strict type checking
  • ESLint/Prettier: Consistent code formatting
  • Code Reviews: Mandatory peer review process
  • Documentation: Inline code documentation and README files

Conclusion

This comprehensive chatbot creation framework provides a robust foundation for building and deploying multimodal RAG chatbots. The modular architecture ensures scalability, maintainability, and extensibility while the detailed implementation roadmap provides clear guidance for development teams.

The system addresses key challenges in conversational AI deployment:

  • Simplified Setup: One-click chatbot project creation
  • Multimodal Processing: Handle documents with text and images
  • Scalable Architecture: Support multiple projects and users
  • Production Ready: Complete deployment and monitoring solution

With proper execution of this plan, organizations can rapidly deploy sophisticated chatbot solutions while maintaining full control over their data and infrastructure.


Ready to proceed with implementation? The next step is to switch to Code mode and begin Phase 1: Foundation Setup.