Educational Bot Implementation Roadmap¶

Visual Timeline & Milestones¶

Full Plan: UNIFIED_EDUCATIONAL_BOT_MASTER_PLAN.md
Quick Ref: EDUCATIONAL_BOT_QUICK_REFERENCE.md

Timeline Overview (16 Weeks)¶

Phase 1: MVP - Telegram Bot (Weeks 1-8)
├── Foundation & BYOK (Weeks 1-2)
├── Educational Content (Weeks 3-4)
├── Gamification & Compliance (Weeks 5-6)
└── Content Creation & Launch (Weeks 7-8)

Phase 2: Web Interface (Weeks 9-12)
├── Frontend Development (Weeks 9-10)
└── Enhancement & Optimization (Weeks 11-12)

Phase 3: WhatsApp & Scale (Weeks 13-16)
├── WhatsApp Integration (Weeks 13-14)
└── Advanced Features (Weeks 15-16)

Phase 1: MVP - Telegram Bot¶

Week 1-2: Foundation & BYOK¶

Sprint 1.1: FIML Integration & BYOK
─────────────────────────────────────
Day 1-3   │ Component 1: UserKeyOnboardingService
          │ ├── Telegram conversation handler
          │ ├── Key validation (regex + API test)
          │ └── Encrypted storage (AWS Secrets Manager)
          │
Day 4-7   │ Component 2: FIMLProviderConfigurator
          │ ├── Per-user FIML configuration
          │ ├── Provider priority & fallback
          │ └── Quota tracking

Sprint 1.2: Bot Gateway Core
────────────────────────────────
Day 8-10  │ Component 3: UnifiedBotGateway
          │ ├── Message routing
          │ ├── Intent classification
          │ └── Session management
          │
Day 11-14 │ Component 4: TelegramBotAdapter
          │ ├── Bot commands
          │ ├── Conversation flows
          │ └── Media handling

Deliverables:
✓ /addkey, /listkeys, /removekey working
✓ User-specific FIML data access
✓ Message routing functional
✓ Telegram bot responding

Week 3-4: Educational Content¶

Sprint 2.1: Lesson System
─────────────────────────────────
Day 15-18 │ Component 6: LessonContentEngine
          │ ├── YAML lesson parser
          │ ├── FIML live data integration
          │ ├── Progress tracking
          │ └── Chart generation
          │
Day 19-21 │ Component 7: QuizSystem
          │ ├── Multi-type questions
          │ ├── Answer validation
          │ ├── Scoring & XP awards
          │ └── Adaptive difficulty

Sprint 2.2: AI & Data
─────────────────────────────
Day 22-24 │ Component 8: AIMentorService
          │ ├── Maya persona (first mentor)
          │ ├── FIML narrative integration
          │ ├── Context management
          │ └── Compliance filtering
          │
Day 25-28 │ Component 10: FIMLEducationalDataAdapter
          │ ├── Educational data formatting
          │ ├── Interpretation logic
          │ ├── Beginner-friendly explanations
          │ └── Caching strategy

Deliverables:
✓ Lessons rendered with live data
✓ Interactive quizzes functional
✓ AI mentor responding
✓ Market data educational

Week 5-6: Gamification & Compliance¶

Sprint 3.1: Gamification
────────────────────────────────
Day 29-32 │ Component 9: GamificationEngine
          │ ├── XP system
          │ ├── Level progression
          │ ├── Streak tracking
          │ ├── Badge awards
          │ └── Daily quests

Sprint 3.2: Safety
────────────────────────────
Day 33-35 │ Component 11: EducationalComplianceFilter
          │ ├── Advice pattern detection
          │ ├── Content rewriting
          │ ├── Disclaimer generation
          │ ├── Escalation triggers
          │ └── Audit logging
          │
Day 36-42 │ Integration Testing
          │ ├── End-to-end flows
          │ ├── Component integration
          │ └── Performance testing

Deliverables:
✓ XP, levels, streaks working
✓ Badges triggering correctly
✓ 100% advice blocked
✓ All disclaimers present
✓ Integration tests passing

Week 7-8: Content Creation & Launch¶

Sprint 4.1: Content Creation
────────────────────────────────────
Day 43-47 │ Foundation Lessons (20 total)
          │ ├── 10 Stock Market Basics
          │ │   ├── Understanding Stock Prices
          │ │   ├── Reading Charts
          │ │   ├── Volume Analysis
          │ │   ├── Market Orders
          │ │   ├── P/E Ratios
          │ │   ├── Company Fundamentals
          │ │   ├── Sector Analysis
          │ │   ├── Market Indices
          │ │   ├── Bull vs Bear Markets
          │ │   └── Risk Basics
          │ │
          │ └── 10 Crypto Fundamentals
          │     ├── Blockchain Basics
          │     ├── Bitcoin Explained
          │     ├── Altcoins Overview
          │     ├── Exchange Types
          │     ├── Wallet Security
          │     ├── Transaction Fees
          │     ├── Market Cap
          │     ├── DeFi Introduction
          │     ├── NFTs Basics
          │     └── Crypto Risks
          │
Day 48-50 │ Historical Simulations (3 total)
          │ ├── Flash Crash 2010 (SPY)
          │ ├── BTC Halving 2020
          │ └── GameStop Squeeze 2021

Sprint 4.2: Testing & Launch
────────────────────────────────
Day 51-53 │ Beta Testing
          │ ├── Recruit 50-100 users
          │ ├── Monitor engagement
          │ ├── Collect feedback
          │ └── Fix critical bugs
          │
Day 54-56 │ Performance Optimization
          │ ├── Database query optimization
          │ ├── Cache tuning
          │ ├── Load testing
          │ └── Cost optimization
          │
Day 56    │ 🚀 PUBLIC LAUNCH

Deliverables:
✓ 20 lessons live
✓ 3 simulations playable
✓ Beta feedback incorporated
✓ Performance optimized
✓ Public launch completed

Phase 2: Web Interface (Weeks 9-12)¶

Week 9-10: Frontend Development¶

Sprint 5.1: Web Frontend
────────────────────────────────
Day 57-60 │ Component 5: WebInterfaceAdapter (Frontend)
          │ ├── Next.js setup
          │ ├── Chat UI component
          │ ├── Lesson viewer
          │ ├── Progress dashboard
          │ └── Responsive design
          │
Day 61-63 │ Component 5: WebInterfaceAdapter (Backend)
          │ ├── WebSocket server
          │ ├── REST API endpoints
          │ ├── Authentication (JWT)
          │ └── Session synchronization
          │
Day 64-70 │ Integration & Testing
          │ ├── Real-time chat testing
          │ ├── Cross-platform sync
          │ └── Mobile responsiveness

Deliverables:
✓ Web chat UI functional
✓ Real-time messaging working
✓ Cross-platform sync (Telegram ↔ Web)
✓ Mobile responsive

Week 11-12: Enhancement & Optimization¶

Sprint 6.1: Content Expansion
─────────────────────────────────
Day 71-75 │ Advanced Lessons (20 more)
          │ ├── 10 Technical Analysis
          │ └── 10 Risk Management
          │
Day 76-77 │ Additional Mentors
          │ ├── Theo (Analytical)
          │ └── Zara (Psychology)

Sprint 6.2: Platform Optimization
──────────────────────────────────
Day 78-80 │ Performance & Analytics
          │ ├── A/B testing framework
          │ ├── Analytics integration
          │ └── Cost optimization
          │
Day 81-84 │ Advanced Features
          │ ├── Practice mode (live data)
          │ ├── 5 more simulations
          │ └── Certificate exams

Deliverables:
✓ 40 total lessons
✓ 3 AI mentors
✓ 8 simulations
✓ Analytics tracking
✓ Practice mode live

Phase 3: WhatsApp & Scale (Weeks 13-16)¶

Week 13-14: WhatsApp Integration¶

Sprint 7.1: WhatsApp Adapter
────────────────────────────────
Day 85-88 │ WhatsApp Business API
          │ ├── API integration
          │ ├── Message formatting
          │ ├── Media handling
          │ └── Template messages
          │
Day 89-91 │ Multi-Platform Sync
          │ ├── Cross-platform sessions
          │ ├── Unified notifications
          │ └── Progress synchronization

Deliverables:
✓ WhatsApp bot functional
✓ 3-way platform sync (Telegram, Web, WhatsApp)
✓ Unified user experience

Week 15-16: Advanced Features & Scale¶

Sprint 8.1: Content Maturity
────────────────────────────────
Day 92-96 │ Advanced Modules
          │ ├── 15 Technical Analysis lessons
          │ ├── 12 Risk Management lessons
          │ └── 10 Options Basics lessons
          │
Day 97-98 │ Multi-Language Support
          │ ├── Spanish localization
          │ └── Portuguese localization

Sprint 8.2: Platform Maturity
─────────────────────────────────
Day 99-101 │ Advanced Gamification
           │ ├── Weekly leagues
           │ ├── Competitions
           │ └── Social features
           │
Day 102-105│ Monetization
           │ ├── Stripe integration
           │ ├── Subscription management
           │ └── Referral system
           │
Day 106-112│ Polish & Scale
           │ ├── Performance tuning
           │ ├── Security audit
           │ └── Launch marketing

Deliverables:
✓ 77+ total lessons
✓ Multi-language support
✓ Payment processing
✓ Referral system
✓ Production-ready platform

Component Dependencies¶

Component Dependency Graph
─────────────────────────────

┌─────────────────────────────────────────┐
│ Component 3: UnifiedBotGateway          │ ← Core Hub
└─────────────────────────────────────────┘
         ↑              ↑              ↑
         │              │              │
    ┌────┴────┐    ┌───┴────┐    ┌───┴────┐
    │ Comp 4  │    │ Comp 5 │    │ Comp ?  │
    │Telegram │    │  Web   │    │WhatsApp │
    └─────────┘    └────────┘    └─────────┘
                                  (Phase 3)

         ↓              ↓              ↓
    ┌────────────────────────────────────┐
    │ Component 2: FIMLProviderConfig    │
    └────────────────────────────────────┘
                     ↑
                     │
    ┌────────────────┴───────────────────┐
    │ Component 1: UserKeyOnboarding     │
    └────────────────────────────────────┘

         ↓              ↓              ↓
    ┌─────────┐    ┌─────────┐   ┌─────────┐
    │ Comp 6  │    │ Comp 7  │   │ Comp 8  │
    │ Lessons │    │ Quizzes │   │AI Mentor│
    └─────────┘    └─────────┘   └─────────┘
         ↓              ↓              ↓
    ┌─────────────────────────────────────┐
    │ Component 10: FIML Data Adapter     │
    └─────────────────────────────────────┘
                     ↓
    ┌─────────────────────────────────────┐
    │ Component 11: Compliance Filter     │
    └─────────────────────────────────────┘
                     ↓
    ┌─────────────────────────────────────┐
    │ Component 9: Gamification Engine    │
    └─────────────────────────────────────┘

Build order:
1. Component 1-2 (BYOK foundation)
2. Component 3-4 (Gateway + Telegram)
3. Component 6-8, 10 (Content systems)
4. Component 9, 11 (Gamification + Safety)
5. Component 5 (Web - Phase 2)

Milestone Checklist¶

Phase 1 Milestones¶

Week 2 Checkpoint: BYOK working, keys stored securely
Week 4 Checkpoint: Lessons render with live data
Week 6 Checkpoint: All safety checks passing
Week 8 Checkpoint: MVP launched to public

Phase 2 Milestones¶

Week 10 Checkpoint: Web app functional
Week 12 Checkpoint: 40 lessons, 3 mentors

Phase 3 Milestones¶

Week 14 Checkpoint: WhatsApp integrated
Week 16 Checkpoint: Platform production-ready

Success Indicators by Phase¶

Phase 1 Success (Week 8)¶

Metric	Target
Beta Users	50-100
Lesson Completion	>60%
Daily Active Users	Growing
Bot Uptime	>99%
Compliance Pass Rate	100%

Phase 2 Success (Week 12)¶

Metric	Target
Total Users	500+
Free → Pro	>10%
Multi-Platform Users	>20%
Session Duration	>10 min
NPS Score	>40

Phase 3 Success (Week 16)¶

Metric	Target
Total Users	2,000+
Free → Pro	>15%
MRR	$5,000+
Churn	<15%
LTV	>$100

Risk Mitigation Timeline¶

Continuous Risks (All Phases)¶

Risk	Mitigation	Check Frequency
FIML downtime	Multi-provider fallback	Daily
User key failures	Graceful degradation	Real-time
Compliance violations	Automated filtering	Every message
Cost overruns	Quota tracking	Daily

Phase-Specific Risks¶

Phase 1: - Risk: Low retention → Mitigation: Daily quests, streaks - Risk: Poor UX → Mitigation: Beta feedback loop

Phase 2: - Risk: Web performance → Mitigation: Load testing - Risk: Cross-platform bugs → Mitigation: E2E tests

Phase 3: - Risk: WhatsApp policy → Mitigation: Compliance review - Risk: Scale issues → Mitigation: K8s auto-scaling

Resource Allocation¶

Team Size by Phase¶

Phase	Developers	Roles
Phase 1	2-3	Backend, Bot Integration
Phase 2	3-4	+ Frontend Developer
Phase 3	4-5	+ Content Creator

Budget Allocation¶

Phase	Infrastructure	Content	Marketing
Phase 1	$500/mo	$1,000	$0 (beta)
Phase 2	$1,000/mo	$2,000	$500
Phase 3	$2,000/mo	$3,000	$2,000

Quick Links¶

Status: Planning Complete
Next: Begin Sprint 1.1
Version: 1.0