Roadmap: trim completed history, insert v0.9.x workflow redesign

Completed v0.6.x–v0.8.x sections collapsed to summary tables — detail
lives in CHANGELOG.md. New v0.9.x series: workflow system redesign
(converter consolidation, team roles, typed forms promotion, stage_mode
collapse, full r/w Starlark module, multi-surface manifest). Old 0.9.x
reference extensions shift to 0.10.x, sidecar tier to 0.11.x.

New design doc: docs/DESIGN-workflow-redesign.md

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

docs/DESIGN-workflow-redesign.md

@@ -0,0 +1,126 @@
+# DESIGN — Workflow System Redesign (0.9.x)
+
+**Version:** v0.9.0
+**Status:** Draft
+**Author:** Jeff / Claude session 2026-04-03
+
+---
+
+## Problem
+
+The workflow system spans ~7,600 lines across 25+ files and was built
+incrementally from v0.3.x through v0.7.10. It works, but several
+concepts are redundant, primitives are buried, and the Starlark module
+is read-only. Before shipping reference extensions (v0.10.x) that
+build on workflows, the system needs cleanup and promotion of reusable
+primitives.
+
+## Audit Summary
+
+Full audit in `/config/Downloads/AUDIT-workflow-0.9.md`. Classification:
+
+### KEEP — Core primitives that survive
+
+| Component | File(s) | Lines | Rationale |
+|-----------|---------|-------|-----------|
+| Engine core | `workflow/engine.go` | ~400 | Stateless state machine — Start, Advance, Cancel, version-pinned execution |
+| Conditional routing | `workflow/routing.go` | ~500 | Pure functions, 8 operators, well-tested (497 lines of tests) |
+| Automated processing | `workflow/automated.go` | ~300 | Starlark hook execution, cycle guard (max 10) |
+| Scanner | `workflow/scanner.go` | ~200 | Background SLA + staleness checks, 5-minute interval |
+| Signoff system | engine.go + handlers | ~400 | Multi-party approve/reject with quorum, role-gated |
+| Assignment queue | handlers | ~300 | Claim/unclaim/complete/cancel lifecycle |
+| Version snapshots | store + models | ~200 | Immutable snapshots, version-pinned instances |
+| Typed form system | `models/workflow.go` | ~300 | 8 field types, fieldsets, conditional visibility |
+| Store interface | `store/workflow_iface.go` | 61 methods | Complete lifecycle coverage |
+
+### OBE — Superseded by new design
+
+| Concept | Superseded by |
+|---------|---------------|
+| Per-stage `audience` field | Multi-page packages with mixed access declarations |
+| `entry_mode` (public_link/team_only) | Package-level `scope: adoptable` + per-page access |
+| `stage_mode` proliferation (4 values) | Collapse to 3: form / delegated / automated |
+| `stage_type` (simple/dynamic/automated) | Redundant with `starlark_hook` presence check |
+| `AdoptTeamWorkflow` clone | Package adoption model |
+| `ExportWorkflowPackage` endpoint | Standard package export |
+
+### PROMOTE — Buried features to expose as kernel primitives
+
+1. **Roles → kernel primitive**: `team_user_roles` table, manifest `requires_roles`,
+   team admin UI, kernel middleware, Starlark SDK
+2. **Typed forms → SDK primitive**: Move from workflow models to `forms` package,
+   FE SDK `sw.forms.render()` / `sw.forms.validate()`
+3. **Conditional routing → SDK primitive**: Starlark `routing.evaluate(rules, data)`
+4. **Workflow Starlark module → full read/write**: `workflow.start()`, `.advance()`,
+   `.cancel()`, `.submit_signoff()`
+
+---
+
+## Technical Debt
+
+### Starlark Converter Duplication
+
+Three files contain nearly identical Go↔Starlark conversion functions:
+
+| File | Functions |
+|------|-----------|
+| `workflow/automated.go` | `goToStarlark`, `starlarkDictToMap`, `starlarkToGo` |
+| `handlers/workflow_hooks.go` | `starlarkDictToMap`, `starlarkToGo`, `jsonToStarlark` |
+| `sandbox/workflow_module.go` | `goValToStarlark` |
+
+**Fix:** Consolidate into `sandbox/convert.go`.
+
+### Snapshot Format Inconsistency
+
+Two formats exist (wrapped `{stages, workflow}` vs legacy flat array).
+Three copies of the parser across engine, instance handlers, and
+assignment handlers.
+
+**Fix:** Consolidate into one exported function. Standardize on wrapped format.
+
+---
+
+## Sequencing
+
+| Version | Feature | Dependencies |
+|---------|---------|-------------|
+| **v0.9.0** | Starlark converter consolidation + snapshot format cleanup | None |
+| **v0.9.1** | `team_user_roles` table + management API + admin UI | None |
+| **v0.9.2** | `scope: adoptable` manifest field + adoption flow with role auto-populate | v0.9.1 |
+| **v0.9.3** | Promote typed forms to SDK primitive (`sw.forms`) | None |
+| **v0.9.4** | Deprecate `stage_type`, collapse `stage_mode` to 3 values | None |
+| **v0.9.5** | Full read/write workflow Starlark module | v0.9.0 |
+| **v0.9.6** | Conditional routing as SDK primitive | v0.9.5 |
+| **v0.9.7** | Multi-surface manifest + kernel route resolution | None |
+| **v0.9.8** | Wire roles into surface access (`access: role:X`) + kernel middleware | v0.9.1, v0.9.7 |
+
+Each step is CI-green independently. The first four are the high-value items.
+
+---
+
+## Files Affected (by component)
+
+### Converter Consolidation (v0.9.0)
+- New: `sandbox/convert.go`
+- Modified: `workflow/automated.go`, `handlers/workflow_hooks.go`, `sandbox/workflow_module.go`
+
+### Team Roles (v0.9.1)
+- New: migration (PG + SQLite), `store/team_roles.go`, `handlers/team_roles.go`
+- Modified: manifest validation, adoption flow, team admin UI
+
+### Typed Forms (v0.9.3)
+- New: `forms/` package (extracted from `models/workflow.go`)
+- New: `sw.forms` SDK module
+- Modified: workflow engine to import from `forms/` instead of inline
+
+### Workflow Starlark Module (v0.9.5)
+- Modified: `sandbox/workflow_module.go` — add start/advance/cancel/signoff
+- Modified: `workflow/engine.go` — extract interface to break circular import
+
+---
+
+## Non-Goals
+
+- Rewriting the workflow engine. The state machine is correct and stays.
+- Adding a visual workflow builder. That's an extension concern, not kernel.
+- Multi-tenancy changes. Team scoping works as designed.