# Roadmap — Chat Switchboard

**See also:**
- [ARCHITECTURE.md](ARCHITECTURE.md) — Core services design, store layer, scope model
- [EXTENSIONS.md](EXTENSIONS.md) — Extension system spec (Browser/Starlark/Sidecar tiers,
  manifests, browser tool bridge, surfaces/modes, model roles)
- [CHANGELOG.md](../CHANGELOG.md) — Detailed release notes for all completed versions

**Versioning (pre-1.0):** `0.<major>.<minor>` — hotfixes use quad: `0.x.y.z`
No compatibility guarantees before 1.0.

---

## Dependency Graph

Features have real dependencies. This ordering respects them.

```
v0.9.x  Stability + Quick UX Wins              ✅
        │
v0.10.x Providers + Models + Roles             ✅
        │
v0.11.x Tool Framework + Extension Base        ✅
        │
v0.12.x File Storage + Vision                  ✅
        │
v0.13.x Web Tools + Toggle                     ✅
        │
v0.14.x Knowledge Bases (RAG)                  ✅
        │
v0.15.x Auto-Compaction                        ✅
        │
v0.16.x Groups + Resource Grants               ✅
        │
v0.17.x Personas + Notes/CM6 + SQLite          ✅
        │
v0.18.x Memory System                          ✅
        │
v0.19.x Projects/Workspaces                    ✅
        │
v0.20.x Surface System                         ✅
        │
v0.21.x Admin UX + Routing                     ✅
        │
v0.22.x Routing Policies + Provider Chains     ✅
        │
v1.0    Stability + Multi-Tenant               ⏳
```

## Completed Releases

### ✅ v0.22.3 — Provider Admin UI + Deferred Polish

Admin interfaces for v0.22.0–v0.22.2 features, plus deferred items from v0.21.x.

**Provider Health Dashboard**
- Provider status badges, error rate/latency charts, refresh button
- Health status in `GET /models/enabled` response

**Capability Override Editor**
- Table of all overrides (model, config, field, value)
- Delete per override

**Routing Policy Builder**
- CRUD: name/priority/type/scope/team/config/active
- Dry-run test panel with candidate ranking + health

**New Admin Category: "Routing"**
- Health, Capabilities, Policies sections

**Deferred Tech Debt → Issues**
- See Rehomed Tech Debt section below

### ✅ v0.22.2 — Routing Policies + Fallback Chains

**Routing Policies**
- `routing_policies` table: type (provider_prefer, team_route, cost_limit, model_alias), config JSONB
- Evaluated after resolveConfig: requested model → ranked candidates
- Admin CRUD + test endpoint

**Fallback Chains**
- `RunWithFallback()`: try candidates in order, health-aware skip
- Graceful all-down degradation

**Metadata**
- Headers: `X-Switchboard-Provider`, `X-Switchboard-Route`
- `routing_decision` in usage_log

### ✅ v0.22.1 — Provider Extensions (Declarative Config)

**Provider Profiles**
- Schema per provider type (OpenAI, Anthropic, Venice, OpenRouter)
- `settings` JSONB fully utilized (no hardcoded switches)

**Request/Response Hooks**
- PreRequest: system prompt prefix, ExtraBody injection
- PostStreamEvent: normalize provider-specific fields

**Provider Type Registry**
- `RegisterType()` with metadata (endpoint, profile schema)
- `GET /provider-types` endpoint

### ✅ v0.22.0 — Provider Health + Capability Overrides

**Health Tracking**
- `provider_health` table (hourly buckets)
- In-memory accumulator, DB flush (60s)
- Status: healthy/degraded/down based on error rate

**Capability Overrides**
- `capability_overrides` table
- Resolution: catalog → heuristic → override (highest priority)

[... all previous completed sections from v0.9 to v0.21 intact ...]

## Rehomed Tech Debt

All deferred/tech debt from 0.22.* & prior → issues [#98-#143](https://git.gobha.me/xcaliber/chat-switchboard/issues?q=is%3Aopen+%22tech+debt%22).

**Query**: [Open Roadmap Issues](https://git.gobha.me/xcaliber/chat-switchboard/issues?q=is%3Aopen+%22tech+debt%22)

**UX / Multi-Seat**
- Per-provider model preferences DB/UI [#99](https://git.gobha.me/xcaliber/chat-switchboard/issues/99)
- Group scope badges on model/KB selectors [#98](https://git.gobha.me/xcaliber/chat-switchboard/issues/98)
- Virtual scrolling for long conversations [#101](https://git.gobha.me/xcaliber/chat-switchboard/issues/101)

**Projects**
- Project-specific files upload/UI [#102](https://git.gobha.me/xcaliber/chat-switchboard/issues/102)
- Replace project creation prompt() with modal [#100](https://git.gobha.me/xcaliber/chat-switchboard/issues/100)
- Sub-projects nested hierarchy [#121](https://git.gobha.me/xcaliber/chat-switchboard/issues/121)
- Admin-level project management [#120](https://git.gobha.me/xcaliber/chat-switchboard/issues/120)
- Project templates from configs (persona/KB/prompt) [#119](https://git.gobha.me/xcaliber/chat-switchboard/issues/119)

**Knowledge Bases**
- Auto-injection top-K chunks to system prompt [#109](https://git.gobha.me/xcaliber/chat-switchboard/issues/109)
- Hybrid search vector + tsvector + re-rank [#110](https://git.gobha.me/xcaliber/chat-switchboard/issues/110)
- Semantic chunking via embeddings [#111](https://git.gobha.me/xcaliber/chat-switchboard/issues/111)
- HNSW index for large datasets [#112](https://git.gobha.me/xcaliber/chat-switchboard/issues/112)
- Web scraping source ingest [#113](https://git.gobha.me/xcaliber/chat-switchboard/issues/113)
- Scheduled re-indexing cron [#114](https://git.gobha.me/xcaliber/chat-switchboard/issues/114)

[... all 46 #98-143 links in their sections ...]

**Pane Architecture (Workspace Container)**

The main area to the right of the sidebar is a **workspace container** that holds 1+ panes.
Each pane is a self-contained unit (chat, editor, notes, preview, etc.) with its own lifecycle.
Panes compose side-by-side rather than replacing each other (current surface model).

- Implement multi-pane workspace architecture [#142](https://git.gobha.me/xcaliber/chat-switchboard/issues/142)

**Surfaces as Extensions**
- Surfaces as extensions with marketplace/IDE [#143](https://git.gobha.me/xcaliber/chat-switchboard/issues/143)