Chore roadmap v012x chat series + design doc

Chat promoted from a single version in a grab-bag series to a dedicated
9-version v0.12.x reference extension series. v0.13.x becomes reference
libraries + extensions (llm-bridge, vector-store, file-share, etc.) with
the tool meta-tool pattern. Sidecar shifts to v0.14.x.

Adds DESIGN-chat-v012x.md (chat UI/UX, folder attributes, extensible
data model, context archetypes, tool meta-tool architecture) and
ROADMAP-v010x-shift.md (version shift rationale).

v1.0.0 gate criteria updated to reflect the full product story: notes +
chat + llm-bridge composability + tool meta-tool + multi-persona context.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

ROADMAP.md

@@ -185,31 +185,59 @@ a clean visual foundation. Design doc: `docs/DESIGN-notes-v011x.md`.
 
 ---
 
-### v0.12.x — Reference Extensions (Remaining)
+### v0.12.x — Chat Reference Extension
 
-The kernel is complete. This series proves the platform by shipping
-first-party extensions that exercise every primitive. These are
-**extensions, not kernel code** — they ship as `.pkg` files and can be
-uninstalled.
+Chat becomes the second reference extension — human-to-human messaging
+built entirely on Armature's extension architecture. Where notes proved
+surfaces, panels, and storage, chat proves **realtime**, **cross-package
+composition**, and **extensible data models**. Chat is human-to-human
+first; AI participants arrive via `llm-bridge` (v0.13.x) extending chat
+through folder attributes and slot contributions.
+Design doc: `docs/DESIGN-chat-v012x.md`.
 
 | Version | Title |
 |---------|-------|
-| v0.12.0 | `vector-store` Library |
-| v0.12.1 | `llm-bridge` Library |
-| v0.12.2 | `file-share` Extension |
-| v0.12.3 | `code-workspace` Extension |
-| v0.12.4 | `image-gen` + `image-edit` Extensions |
-| v0.12.5 | Chat System |
+| v0.12.0 | UI/UX Foundation |
+| v0.12.1 | Conversation Folders + Attributes |
+| v0.12.2 | Reactions + Threads + Pins |
+| v0.12.3 | Rich Compose + Attachments |
+| v0.12.4 | @Mentions + Notifications |
+| v0.12.5 | Link Previews + Message Formatting |
+| v0.12.6 | Conversation Themes + Personality |
+| v0.12.7 | Composability: Slots + Actions |
+| v0.12.8 | Panels + Quality Gate |
 
 ---
 
-### v0.13.x — Sidecar Tier + Polish
+### v0.13.x — Reference Libraries + Extensions
+
+Core libraries and remaining extensions. `llm-bridge` is the key
+delivery — extends both notes and chat through composability primitives,
+and introduces the **tool meta-tool** pattern: `sw.actions.list()` becomes
+the LLM tool registry, so installing an extension = granting AI a new
+capability. Zero configuration.
 
 | Version | Title |
 |---------|-------|
-| v0.13.0 | Sidecar Tier |
-| v0.13.1 | Native Dialog Audit |
-| v0.13.2 | Stability + Migration Tooling |
+| v0.13.0 | `vector-store` Library |
+| v0.13.1 | `llm-bridge` Core Library |
+| v0.13.2 | `llm-bridge` → Chat: Multi-Persona Context + Tool Meta-Tool |
+| v0.13.3 | `llm-bridge` → Notes: AI Toolbar Actions |
+| v0.13.4 | `file-share` Extension |
+| v0.13.5 | `code-workspace` Extension |
+| v0.13.6 | `image-gen` + `image-edit` Extensions |
+| v0.13.7 | Tool Meta-Tool Hardening + Scoping |
+| v0.13.8 | Integration Quality Gate |
+
+---
+
+### v0.14.x — Sidecar Tier + Polish
+
+| Version | Title |
+|---------|-------|
+| v0.14.0 | Sidecar Tier |
+| v0.14.1 | Native Dialog Audit |
+| v0.14.2 | Stability + Migration Tooling |
 
 ---
 
@@ -222,15 +250,20 @@ Gate criteria:
 - All kernel Starlark modules documented with examples
 - All `api_routes` covered by OpenAPI spec
 - Upgrade path tested from v0.8.0 → v1.0.0
-- At least 3 reference extensions shipped (vector-store, llm-bridge, chat)
-- At least 1 cross-extension composability demo (image-gen → chat:image-actions)
+- Notes reference extension shipped with all v0.11.x features
+- Notes UI/UX reviewed against v0.11.0 design principles — no placeholder UI
+- Chat reference extension shipped with all v0.12.x features
+- `llm-bridge` extends both notes and chat through composability
+- Tool meta-tool demonstrated: AI uses 3+ extension actions in a
+  single conversation turn
+- Multi-persona context archetypes demonstrated
+- Admin safety rails validated
+- At least 2 panels consumed cross-package
+- At least 2 slot contributions per host surface demonstrated
+- Note and conversation sharing functional end-to-end
 - Headless E2E green on PG + SQLite
 - `armature-ca.sh` + mTLS deployment guide
 - Single-binary + Docker + K8s deployment paths documented
-- Notes reference extension shipped with all v0.11.x features
-- Notes UI/UX reviewed against v0.11.0 design principles — no placeholder UI
-- At least 1 panel shipped and consumed cross-package (notes.reference → chat)
-- Panel lifecycle test coverage in SDK test runner
 
 ---
 
@@ -281,9 +314,16 @@ These are candidates, not commitments. Each requires a design doc.
 | `workspace` for real filesystem | Flat blob store can't serve git/compilers/ffmpeg. Managed disk paths. |
 | Capability negotiation at install | Fail loud with actionable message, not silently at runtime. |
 | Vector column with three-tier fallback | Works everywhere, works fast with pgvector. |
-| Sidecar deferred to v0.13.x | HTTP module covers external APIs. Sidecars connect inward (no k8s RBAC needed). |
+| Sidecar deferred to v0.14.x | HTTP module covers external APIs. Sidecars connect inward (no k8s RBAC needed). |
 | Workflow redesign before reference extensions | Clean up debt and promote primitives before building on top. |
 | Panels as kernel primitive (v0.10.x) | Z-index coordination, drag/resize, layout negotiation are kernel concerns. |
-| UI/UX redesign as v0.11.0 | Every feature version builds on the visual foundation. Front-loading avoids double work. |
+| UI/UX redesign as first version in each reference series | Every feature builds on the visual foundation. Front-loading avoids double work. |
 | Notes as dedicated v0.11.x series (11 versions) | Complex enough to need changeset discipline. Each version independently shippable. |
-| Notes before remaining reference extensions | Notes proves the full primitive surface. Other extensions build on proven patterns. |
+| Notes before chat | Notes is simpler (no realtime) and proves storage/rendering/composability. Chat adds realtime + llm-bridge story. |
+| Chat human-to-human first (v0.12.x) | AI is an extension concern. Keeps chat testable and usable standalone. |
+| Chat as dedicated v0.12.x series (9 versions) | Second reference extension. Proves realtime, extensible data models, cross-package composition. |
+| Folder attributes as extension bridge | Chat stores attributes it doesn't understand. llm-bridge contributes definitions. Zero coupling. |
+| Action registry as tool registry (meta-tool) | Dynamic, zero-config AI tool-use. Installed extensions = AI capabilities. Uniquely Armature. |
+| Layered prompt architecture (6 layers) | Admin safety not overridable. Clear separation: platform → space → character → context → tools → user. |
+| Personas in llm-bridge, not chat | Chat sees AI as just another participant_type. Persona identity is llm-bridge's concern. |
+| llm-bridge after notes + chat (v0.13.x) | Proves the composability hooks work without being designed for a specific consumer. |