Model - dbsandis/TwiligtApp GitHub Wiki

Perfect—thanks for the clarification. Based on your vision of: • WordPress for user authentication • Hosted on AWS Lightsail • Using RDS (likely PostgreSQL or MySQL) • Scalable architecture in the future

Here’s a refined technical roadmap tailored for a WordPress-authenticated, scalable financial planning web app.

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Technical Roadmap (WordPress + AWS + RDS Stack)

PHASE 1 – Platform Setup & Core MVP (Month 1–2)

Infrastructure • Spin up Lightsail instance (Ubuntu + WordPress preconfigured) • Enable HTTPS with Let’s Encrypt • Provision RDS (PostgreSQL or MySQL) for secure data storage • Connect WordPress to RDS (move DB or separate app DB if needed)

Authentication • WordPress User Login as SSO/Session Manager • Use plugin like WP OAuth Server or WP REST User Authentication • Build custom REST endpoint or external app that validates sessions via WP

Web App UI • Create a subdirectory app, e.g., yourdomain.com/planner • Use a lightweight JS frontend like Vue or AlpineJS (to keep deployment simple) • Display Budgeting module (Income, Expenses, Net Cash Flow) • Store user data tied to WordPress User ID in RDS

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PHASE 2 – Modules & Interactive Tools (Months 3–4)

Modules • Debt payoff planner • Emergency fund goal tracker • Retirement growth estimator • Insurance needs worksheet

Functionality • Autosave form data (AJAX to backend API) • Simple chart displays (e.g., Chart.js) • Export to PDF or email plan summaries

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PHASE 3 – Personalization & UX Enhancements (Months 5–6) • Link user data to WordPress profile metadata or custom tables • Allow users to edit/update saved plans • Add data visualization dashboards • Implement report-generation via PDF • Ensure mobile responsiveness

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PHASE 4 – Scaling & Monetization (Months 6+)

Scalability • Migrate frontend to dedicated app server if load increases • Offload static assets to S3 + CloudFront • Introduce load balancer or ECS/Fargate for scale • Use RDS Read Replicas if needed

Security & Growth • Backup WordPress + RDS (automated snapshots) • Stripe for payments (freemium or subscriptions) • GDPR/PII compliance setup

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Would you like a starter WordPress plugin list for JWT-based auth or REST API endpoints that you can build from?