core/docs/ROADMAP.md

Roadmap — Chat Switchboard

See also:

• ARCHITECTURE.md — Core services design, store layer, scope model
• EXTENSIONS.md — Extension system spec (Browser/Starlark/Sidecar tiers, manifests, browser tool bridge, surfaces/modes, model roles)
• 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.

Query: Open Roadmap Issues

UX / Multi-Seat

• Per-provider model preferences DB/UI #99
• Group scope badges on model/KB selectors #98
• Virtual scrolling for long conversations #101

Projects

• Project-specific files upload/UI #102
• Replace project creation prompt() with modal #100
• Sub-projects nested hierarchy #121
• Admin-level project management #120
• Project templates from configs (persona/KB/prompt) #119

Knowledge Bases

• Auto-injection top-K chunks to system prompt #109
• Hybrid search vector + tsvector + re-rank #110
• Semantic chunking via embeddings #111
• HNSW index for large datasets #112
• Web scraping source ingest #113
• Scheduled re-indexing cron #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

Surfaces as Extensions

• Surfaces as extensions with marketplace/IDE #143