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>

docs/ROADMAP-v010x-shift.md

@@ -0,0 +1,171 @@
+# ROADMAP — v0.10.x+ Version Shift (Final)
+
+## Summary
+
+Four new series inserted after v0.9.x. Panels (kernel primitive), Notes
+(first reference extension), Chat (second reference extension), and the
+remaining reference libraries/extensions including `llm-bridge` with
+the tool meta-tool pattern.
+
+## Full Roadmap
+
+| Series | Title | Versions | Design Doc |
+|--------|-------|----------|------------|
+| v0.9.x | Multi-Surface + Workflow Redesign | 10 | — |
+| **v0.10.x** | **Panels + Composable Layout** | 5 | `DESIGN-panels.md` |
+| **v0.11.x** | **Notes Reference Extension** | 11 | `DESIGN-notes-v011x.md` |
+| **v0.12.x** | **Chat Reference Extension** | 9 | `DESIGN-chat-v012x.md` |
+| **v0.13.x** | **Reference Libraries + Extensions** | 9 | — |
+| v0.14.x | Sidecar Tier + Polish | 3 | — |
+| v1.0.0 | Stable Release | — | — |
+
+---
+
+## v0.10.x — Panels + Composable Layout
+
+| Version | Title |
+|---------|-------|
+| v0.10.0 | Panel Manifest + Lifecycle |
+| v0.10.1 | FloatingPanel Primitive |
+| v0.10.2 | Docked Panels + Mode Transitions |
+| v0.10.3 | Panel Communication Patterns |
+| v0.10.4 | Reference Panel: Notes (basic) |
+
+---
+
+## v0.11.x — Notes Reference Extension
+
+| Version | Title |
+|---------|-------|
+| v0.11.0 | UI/UX Foundation |
+| v0.11.1 | Deep Folders + Navigation |
+| v0.11.2 | Wikilinks + Backlinks |
+| v0.11.3 | Live Preview + Rich Editing |
+| v0.11.4 | Note Sharing + Permissions |
+| v0.11.5 | Graph + Outline Hardening |
+| v0.11.6 | Quick Switcher + Commands |
+| v0.11.7 | Daily Notes + Templates |
+| v0.11.8 | Transclusion + Embeds |
+| v0.11.9 | Composability: Slots + Actions |
+| v0.11.10 | Panel Enhancement + Quality Gate |
+
+---
+
+## v0.12.x — Chat Reference Extension
+
+Human-to-human first. AI via `llm-bridge` (v0.13.x).
+
+| Version | Title |
+|---------|-------|
+| 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 — 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.
+
+| Version | Title |
+|---------|-------|
+| 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 |
+
+**v0.13.1 — `llm-bridge` Core:**
+Model abstraction, provider BYOK via connections, `complete()`,
+`embed()`, `classify()`. Persona CRUD (name, avatar, system_prompt,
+visibility). Layered prompt architecture (6 layers: admin safety →
+folder context → persona identity → conversation → tools → user).
+Admin safety rails as non-overridable platform setting.
+
+**v0.13.2 — Chat Integration:**
+Contributes folder attributes (system_prompt, context_policy,
+model_override, allowed_tools) to chat. Contributes "Invite AI" /
+"Dismiss AI" to `chat:participant-actions`. Contributes "AI Reply" /
+"AI Summarize" to `chat:message-actions`. Contributes "Ask AI" to
+`chat:composer-tools`. Context archetype implementation (resident /
+scoped / stateless). Session tracking, gap handling, memory extraction
+on dismiss. **Tool meta-tool v1:** `sw.actions.list()` → LLM tool
+definitions. AI calls extension actions, results flow back into chat.
+
+**v0.13.3 — Notes Integration:**
+Contributes "AI Summarize" / "AI Translate" / "AI Fix Grammar" to
+`notes:toolbar-actions`. Contributes `/ai` to `notes:slash-commands`.
+Uses `notes.get` / `notes.search` actions for context.
+
+**v0.13.7 — Tool Meta-Tool Hardening:**
+Three-tier tool scoping: admin blocklist (global), folder allowed_tools
+(space-level), persona allow/deny (character-level). Tool result
+rendering through `sw.renderers`. Rate limiting on tool calls. Audit
+logging of tool use. Error handling (tool failure → graceful message).
+
+**v0.13.8 — Integration Quality Gate:**
+AI participant lifecycle tested end-to-end. Tool meta-tool demonstrated
+with 3+ extensions. All three context archetypes tested. Persona
+creation/sharing across visibility levels. Admin safety rails validated
+(prompt injection resistance). Performance: completion latency measured.
+
+---
+
+## 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 |
+
+---
+
+## v1.0.0 Gate Criteria
+
+- Notes reference extension shipped (all v0.11.x)
+- Chat reference extension shipped (all v0.12.x)
+- `llm-bridge` extends both notes and chat through composability
+- Tool meta-tool demonstrated: AI uses 3+ extension actions in a
+  single conversation turn
+- Notes and chat UI reviewed against design principles
+- At least 2 panels consumed cross-package
+- At least 2 slot contributions per host surface demonstrated
+- Multi-persona context archetypes demonstrated
+- Admin safety rails validated
+- Note and conversation sharing functional end-to-end
+- Headless E2E green on PG + SQLite
+- All kernel Starlark modules documented
+- All API routes covered by OpenAPI spec
+- Upgrade path tested from v0.8.0 → v1.0.0
+- Single-binary + Docker + K8s deployment paths documented
+
+---
+
+## Design Decisions Log
+
+| Decision | Rationale |
+|----------|-----------|
+| Panels as kernel primitive (v0.10.x) | Z-index coordination, drag/resize, layout negotiation are kernel concerns. |
+| UI/UX redesign as first version in each reference series | Every feature builds on the visual foundation. |
+| Notes before chat | Notes is simpler (no realtime) and proves storage/rendering/composability. Chat adds realtime + llm-bridge story. |
+| Chat human-to-human first | AI is an extension concern. Keeps chat testable and usable standalone. |
+| 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. |
+| Background images via CSS filter | No server-side processing. `filter: blur() brightness() saturate()` + `opacity` handles any image. |
+| Soft panel deps for notes↔chat | Runtime-resolved, no circular dependency. Both function independently. |
+| llm-bridge after notes + chat | Proves the composability hooks work without being designed for a specific consumer. |