Assist Roadmap

Description

Assist Roadmap gives WordPress site owners, SaaS companies, plugin and theme developers, agencies, and product teams an easy way to:

  • Create one or more independent product or project roadmaps
  • Display roadmap items on the frontend, organized by status
  • Collect feature requests and feedback from visitors, with no account required
  • Let visitors vote on feedback, with duplicate-vote protection
  • Manage feedback and roadmap items from the WordPress dashboard
  • Turn popular feedback into roadmap items with one click

The core workflow: Feedback Review Prioritize Roadmap Development Completed.

Features

Roadmap

  • Multiple independent boards, each with its own statuses
  • Customizable statuses per board: add, rename, recolor, reorder, and choose a default
  • Roadmap items with description, image, external link, start/target dates, and manual ordering
  • Responsive, accessible frontend display grouped by status

Feedback

  • Public feedback board with search, sort (most voted / newest / oldest), status filter, and category filter
  • Voting without a page reload and without an account
  • A similar-ideas check while typing, so visitors can vote on an existing idea instead of posting a duplicate
  • Optional categories
  • One-click conversion from feedback into a linked roadmap item
  • Optional email notifications (both off by default): new feedback to the site admin, and status changes to the submitter when they left an email address

Display

  • [assist_roadmap] shortcode and a native block, each with roadmap-only, feedback-only, or combined tabbed views
  • Works without JavaScript: submitting feedback, voting, and paging through feedback all fall back to normal forms and links

Built the WordPress way

  • Custom post types and taxonomies; the only custom table stores vote records
  • No external services, no tracking, no bundled frameworks, no build step
  • Input validated and sanitized, output escaped, forms and AJAX nonce-checked, and all management restricted to administrators
  • Assets load only on pages that display a board
  • Board import/export (JSON) and integration with WordPress’s personal data export/erase tools

Known limitations

  • Vote protection is abuse reduction, not fraud prevention. Someone rotating many real IP addresses can still inflate counts. See the FAQ for exactly what is limited.
  • Visitors without JavaScript can submit, vote, and page through feedback, but can’t search, sort, or filter, and don’t see the similar-ideas prompt.
  • On sites with full-page caching, pages cached for more than a day carry expired security tokens and submissions from them are rejected. Exclude pages that show a board from the page cache, or keep cache lifetimes under 12 hours.
  • A visitor’s earlier vote is recognized when they vote again, but isn’t highlighted when the page first loads.
  • There is no drag-and-drop admin board; statuses are changed on each item’s edit screen.
  • Multisite: each site keeps its own boards, feedback, votes and settings. The plugin sets itself up on every site, but has had limited multisite testing.

Usage

Creating a board

Assist Roadmap Add New Board. Give it a title, an optional description (shown on the frontend), and choose its default view (Roadmap only, Feedback only, or both with tabs).

Managing statuses

Each board has its own roadmap statuses and feedback statuses, managed from the Statuses box on the board’s edit screen. Add, rename, recolor, reorder (with the / buttons), remove, or mark one as the default — no page reload needed, changes save with the rest of the board.

Adding a roadmap item

Assist Roadmap Add New Roadmap Item (or Roadmap Items to manage existing ones). Pick the board and status, and optionally a start/target date, external URL, featured image, and a linked feedback item.

Displaying a board

[assist_roadmap]
[assist_roadmap board_id="12"]
[assist_roadmap board_id="12" view="roadmap"]
[assist_roadmap board_id="12" view="feedback"]
[assist_roadmap board_id="12" view="combined"]

Omitting board_id uses the first published board. Omitting view uses the board’s own configured default view. The same options are available from the Assist Roadmap block’s sidebar.

Reviewing and converting feedback

Assist Roadmap Feedback lists every submission with its board, status, and vote count. Open one to change its board/status, or use Convert to Roadmap Item from the list to create a linked draft roadmap item pre-filled from it.

Blocks

This plugin provides 1 block.

  • Assist Roadmap Display an Assist Roadmap board.

Installation

  1. Upload the assist-roadmap folder to /wp-content/plugins/, or install the zip via Plugins > Add New > Upload Plugin.
  2. Activate the plugin through the ‘Plugins’ screen.
  3. Go to Assist Roadmap in your WordPress admin menu.
  4. Click Add New Board, give it a name, and review its default statuses (Planned / In Progress / Completed for the roadmap, and Open / Under Review / Planned / In Progress / Completed / Declined for feedback) — edit them if you like.
  5. Add a few roadmap items from Assist Roadmap Add New Roadmap Item, assigning them to your board and a status.
  6. Copy the board’s shortcode from its edit screen (in the Shortcode box), or add the Assist Roadmap block, to any page or post.

FAQ

Does this require an account or external service?

No. Assist Roadmap runs entirely on your own WordPress installation and makes no external requests.

Do visitors need an account to submit feedback or vote?

No, unless you turn off guest voting. Logged-in users get one vote per idea. Guests are recognized by a salted, one-way hash of their IP address and browser; the raw IP address is never stored.

How are votes and submissions protected against abuse?

By default, one IP address can add at most 3 guest votes to a single idea per 24 hours (so a few people sharing a network can each vote), at most 60 guest votes per hour overall, and at most 5 feedback submissions per 10 minutes. Identical double submissions are merged. Forms also use a honeypot field and a minimum fill-in time. Developers can change or disable each limit with the assist_roadmap_rate_limit filter. These limits stop casual and scripted repeat voting from one connection; they cannot stop someone with access to many different IP addresses.

My site is behind a proxy or CDN. Does rate limiting still work?

The plugin uses the connection’s IP address (REMOTE_ADDR). Behind a reverse proxy that is the proxy’s address, so all visitors share one limit. Use the assist_roadmap_voter_ip filter to supply the real client IP from a header your proxy sets. Only do this for a proxy you control, because such headers can be forged.

Is there a REST API?

Yes, under /wp-json/assist-roadmap/v1/. GET /boards, GET /boards/{id}, GET /boards/{id}/roadmap and GET /boards/{id}/feedback return published boards only and never include email addresses. POST /feedback and POST /votes are public, like the frontend forms, and apply the same validation, settings and limits. Invalid input returns a 400 error.

What personal data does the plugin store?

Feedback text (published), an optional email address (private, used only to contact the submitter about that idea), and the hashed vote records described above. Email addresses are included in WordPress’s Export Personal Data tool and removed by Erase Personal Data. Suggested privacy policy text is added under Settings Privacy.

Can each board have its own statuses?

Yes. Statuses are per board, not shared globally. If you delete a status, its items move to the board’s default status.

What happens to feedback that becomes a roadmap item?

Convert to Roadmap Item creates a draft roadmap item with the same title and description on the same board, linked back to the feedback. The feedback itself is unchanged, so you can set its status separately.

Who can manage boards?

Only users who can manage the site’s options (administrators). Other roles cannot create, edit, or delete boards, items, feedback, or categories, even by visiting the admin URLs directly.

Does displaying a board slow down the rest of my site?

No. CSS and JavaScript only load on pages that display a board.

What happens when I delete the plugin?

Nothing is removed unless you enable Delete all data on uninstall in the settings. On multisite, each site’s own setting decides for that site.

Reviews

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Contributors & Developers

“Assist Roadmap” is open source software. The following people have contributed to this plugin.

Contributors

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Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

0.1

  • Initial release: boards with per-board statuses, roadmap items, public feedback with voting, search, sort, filters and categories, feedback-to-roadmap conversion, shortcode and block, REST API, board import/export, optional email notifications, privacy tools integration, and no-JavaScript fallbacks.