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Product Roadmap

This page provides a complete view of where Carbon Connect has been, where it is now, and where it is going. The platform has been built through seven structured development phases, with clear priorities for the near, medium, and long term.


Completed Development Phases

Phase 1: API Layer Foundation

The core platform infrastructure: user authentication, multi-tenant architecture, and company management.

Deliverable Status
FastAPI application with 60+ endpoints Complete
JWT authentication with access and refresh tokens Complete
Multi-tenant middleware with row-level security Complete
Company CRUD operations with pagination and filtering Complete
OAuth2 password flow Complete
Token blacklisting for secure logout Complete

Phase 2: Grant Search and Discovery

Full-text search, filtering, and grant management capabilities.

Deliverable Status
Meilisearch full-text search (sub-100ms) Complete
PostgreSQL fallback search Complete
Filtering by country, NACE codes, funding range, status, size, source Complete
Grant statistics and analytics endpoints Complete
Pagination with configurable page size Complete
Deadline tracking with upcoming deadlines view Complete

Phase 3: Matching Engine

The hybrid scoring algorithm that powers intelligent grant recommendations.

Deliverable Status
Five-component hybrid scoring algorithm Complete
30% rule-based criteria scoring Complete
25% semantic similarity via embeddings Complete
25% carbon alignment scoring Complete
10% collaborative filtering Complete
10% recency/urgency scoring Complete
Match persistence and refresh Complete
User interaction tracking (view, save, dismiss) Complete

Phase 4: Carbon Intelligence

Carbon profiling, emission calculations, and carbon-enhanced matching.

Deliverable Status
Anthropic Claude API integration (Sonnet 4, Opus 4, Haiku 3.5) Complete
Climatiq API integration for emission factor calculations Complete
Carbon-enhanced matching (25% carbon weight) Complete
Carbon category classification (14 categories) Complete
EU Taxonomy alignment scoring Complete
Certification tracking (ISO 14001, SBTi, CDP, B Corp) Complete
GHG Protocol Scope ½/3 support Complete
Carbon database schema (companies + grants) Complete

Phase 5: Application Assistant

AI-powered grant application drafting using Claude.

Deliverable Status
Claude-powered application generation Complete
Section templates for common grant applications Complete
Content filter handling and safety checks Complete
Token usage tracking for cost monitoring Complete
Streaming support for real-time generation Complete
Cost estimation per model tier Complete

Phase 6: Frontend Dashboard

Complete user interface for all platform features.

Deliverable Status
Next.js 14 with App Router Complete
40+ React components Complete
Dashboard, Grants, Companies, Applications views Complete
Carbon profile forms and visualizations Complete
Tailwind CSS + shadcn/ui design system Complete
React Query for server state management Complete

Phase 7: Infrastructure and Operations

Background processing, email notifications, storage, and cloud infrastructure.

Deliverable Status
Celery background workers with 4 queues Complete
Amazon SES email integration with templates Complete
S3 document storage with lifecycle policies Complete
Celery Beat scheduled sync tasks Complete
Terraform infrastructure modules (VPC, RDS, ElastiCache, S3, ALB, ECS) Complete
AWS Secrets Manager integration Complete
Meilisearch service with index management Complete
Notification system (database + service + API) Complete
Partner API with 14 endpoints Complete
Reference data API (NACE codes, countries) Complete
Dashboard API with tenant-scoped aggregations Complete
Grant pipeline Celery tasks (embedding + deduplication) Complete
Docker deployment configuration Complete

Current Status: MVP Finalization

The platform is feature-complete for MVP. The remaining work focuses on production readiness:

High Priority -- Required for Launch

Item Status Description
Production deployment In Progress Apply Terraform modules to AWS environment
End-to-end tests Planned Playwright browser automation for critical user flows
Frontend CI verification Planned Ensure npm test and npm run build pass in CI
Terraform validation Planned Run plan/apply with production AWS credentials
Docker Compose smoke test Planned Full stack verification (API + workers + DB migrations)

Medium Priority -- Enhanced MVP

Item Status Description
DSR endpoints Planned Data export and deletion for GDPR compliance
Formal retention policies Planned Define data retention by category
DPIA assessment Planned Data Protection Impact Assessment

Near-Term Roadmap (Q1-Q2 2026)

Priority Item Business Impact
P0 Production deployment on AWS Platform goes live for customers
P0 End-to-end testing suite Ensures critical flows work correctly
P1 BAFA scraper (Germany) Access to German federal energy/climate programs
P1 KfW scraper (Germany) Access to Europe's largest promotional bank
P1 Bpifrance scraper (France) Access to French public investment programs
P1 GDPR DSR implementation Export/deletion endpoints for compliance
P2 Saved filter presets Better user experience for repeat searches
P2 Application complexity scoring Help users prioritize applications

Medium-Term Roadmap (H2 2026 - H1 2027)

Priority Item Business Impact
P1 Additional national scrapers (RVO, CDTI, IDAE) Coverage for Netherlands, Spain
P1 Advanced collaborative filtering Better recommendations from peer behavior patterns
P1 Historical success rate tracking Data-driven application prioritization
P2 Team collaboration features Shared watchlists, notes, application co-editing
P2 Advanced analytics dashboard Deeper insights into funding pipeline and carbon progress
P2 White-label partner portal Enable partner branding for enterprise distribution

Long-Term Vision (2027-2030)

Phase Timeline Initiatives
Scale 2027 10,000+ paying customers, all 27 EU member states, 500+ active partners
Expand 2028 International expansion (UK, Switzerland, Norway), mobile PWA, integrated carbon credit marketplace
Lead 2029 Category leadership in carbon funding, strategic EU institutional partnerships, VCRI global rollout
Evolve 2030+ Global expansion to emerging markets, platform ecosystem, predictive funding intelligence

Development Philosophy

How We Build

Principle What It Means
Test-Driven Development (TDD) Every feature starts with automated tests that define expected behavior before code is written
Carbon-First Design Every feature decision considers carbon impact; this is not a generic platform with carbon bolted on
Accuracy Over Speed We ship fewer, higher-quality features rather than rushing incomplete functionality
Security by Default Security checks are automated and mandatory; no code ships without passing all gates
Infrastructure as Code Every piece of infrastructure is version-controlled and reproducible

Release Cadence

  • Bug fixes and minor improvements: Continuous deployment (multiple times per week)
  • New features: Bi-weekly releases aligned with sprint cycles
  • Major platform updates: Quarterly, with advance notice to customers
  • Infrastructure changes: Blue/green deployment with zero downtime