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Chore roadmap v012x chat series + design doc
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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>
This commit is contained in:
Jeffrey Smith
2026-04-03 16:21:26 +00:00
parent 166acce2e9
commit 2d872d6092
3 changed files with 1309 additions and 24 deletions
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88
ROADMAP.md
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@@ -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 Chat becomes the second reference extension — human-to-human messaging
first-party extensions that exercise every primitive. These are built entirely on Armature's extension architecture. Where notes proved
**extensions, not kernel code** — they ship as `.pkg` files and can be surfaces, panels, and storage, chat proves **realtime**, **cross-package
uninstalled. 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 | | Version | Title |
|---------|-------| |---------|-------|
| v0.12.0 | `vector-store` Library | | v0.12.0 | UI/UX Foundation |
| v0.12.1 | `llm-bridge` Library | | v0.12.1 | Conversation Folders + Attributes |
| v0.12.2 | `file-share` Extension | | v0.12.2 | Reactions + Threads + Pins |
| v0.12.3 | `code-workspace` Extension | | v0.12.3 | Rich Compose + Attachments |
| v0.12.4 | `image-gen` + `image-edit` Extensions | | v0.12.4 | @Mentions + Notifications |
| v0.12.5 | Chat System | | 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 | | Version | Title |
|---------|-------| |---------|-------|
| v0.13.0 | Sidecar Tier | | v0.13.0 | `vector-store` Library |
| v0.13.1 | Native Dialog Audit | | v0.13.1 | `llm-bridge` Core Library |
| v0.13.2 | Stability + Migration Tooling | | 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 kernel Starlark modules documented with examples
- All `api_routes` covered by OpenAPI spec - All `api_routes` covered by OpenAPI spec
- Upgrade path tested from v0.8.0 → v1.0.0 - Upgrade path tested from v0.8.0 → v1.0.0
- At least 3 reference extensions shipped (vector-store, llm-bridge, chat) - Notes reference extension shipped with all v0.11.x features
- At least 1 cross-extension composability demo (image-gen → chat:image-actions) - 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 - Headless E2E green on PG + SQLite
- `armature-ca.sh` + mTLS deployment guide - `armature-ca.sh` + mTLS deployment guide
- Single-binary + Docker + K8s deployment paths documented - 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. | | `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. | | 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. | | 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. | | 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. | | 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 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. |

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# 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. |