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core/docs/ROADMAP-v010x-shift.md
Jeffrey Smith 2d872d6092
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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>
2026-04-03 16:21:26 +00:00

7.0 KiB

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.