gobha
b7746c3004
Co-authored-by: gobha <jasafpro@gmail.com> Co-committed-by: gobha <jasafpro@gmail.com>
310 lines
14 KiB
Markdown
310 lines
14 KiB
Markdown
# Roadmap — Chat Switchboard
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**See also:**
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- [ARCHITECTURE.md](ARCHITECTURE.md) — Core services design, store layer, scope model
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- [EXTENSIONS.md](EXTENSIONS.md) — Extension system spec (Browser/Starlark/Sidecar tiers,
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manifests, browser tool bridge, surfaces/modes, model roles)
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- [EXTENSION-SURFACES.md](EXTENSION-SURFACES.md) — Extension surface authoring guide
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(manifest format, platform API, CSS properties, install workflow)
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- [CHANGELOG.md](../CHANGELOG.md) — Detailed release notes for all completed versions
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**Versioning (pre-1.0):** `0.<major>.<minor>` — hotfixes use quad: `0.x.y.z`
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No compatibility guarantees before 1.0.
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---
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## Dependency Graph
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Two parallel implementation tracks converge at v0.50.0 (MVP). The
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extension track builds the package ecosystem and workflow capabilities.
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The operations track builds production readiness for multi-team
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deployment. Neither blocks the other until the MVP gate.
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```
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v0.9.x–v0.28.7 Foundation through Platform Polish ✅
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(see CHANGELOG.md for full history)
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│
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v0.28.8 ICD Green Board ✅
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│
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┌───────────────┼───────────────┐
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│ │ │
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Extension Track UI Rewrite Operations Track
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│ Track │
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v0.29.0 ✅ │ v0.32.0 ✅
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v0.29.1 ✅ │ v0.33.0 ✅
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v0.29.2 ✅ │ v0.34.0 ✅
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v0.29.3 ✅ │ │
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v0.30.0 ✅ │ │
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v0.30.1 ✅ │ │
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v0.30.2 ✅ │ │
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v0.31.0 ✅ │ │
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v0.31.1 ✅ │ │
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v0.31.2 ✅ │ │
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│ │ v0.35.0 Workflow Product
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│ │ │
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│ │ v0.36.0 Full OpenAPI ✅
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│ │ │
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│ v0.37.1 Perm Audit ✅ │
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│ v0.37.2 Primitives ✅ │
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│ v0.37.3 SDK │
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│ v0.37.4 Shell │
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│ v0.37.5–14 Surfaces ✅ │
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│ v0.37.15–18 Surfaces │
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│ │ │
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══════╪════════════╪═════════════════╪══════
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│ MVP v0.50.0 │
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│ (all three tracks complete │
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│ + mobile + deploy docs) │
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══════╪════════════╪═════════════════╪══════
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│
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v0.50.0+ Rich Media + Beyond
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(image gen, code sandbox,
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STT/TTS, desktop app)
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```
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## Completed Versions (see CHANGELOG.md for details)
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| Version | Summary |
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|---------|---------|
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| v0.28.0–v0.28.8 | Platform polish, ICD green board, security, infrastructure |
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| v0.29.0–v0.29.3 | Extension track: Starlark sandbox, API extensions, DB extensions, workflow forms |
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| v0.30.0–v0.30.2 | Package lifecycle, SDK adoption, workflow packages |
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| v0.31.0–v0.31.2 | Editor package, SDK composability, team workflow self-service |
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| v0.32.0 | Multi-replica HA (PG SKIP LOCKED, cross-pod WS, shared tickets/rate limits) |
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| v0.33.0 | Observability (slog, Prometheus, Grafana, OpenAPI, admin dashboard) |
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| v0.34.0 | Data portability (export/import, GDPR, backup/restore) |
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| v0.35.0 | Workflow product (forms, data pipeline, conditional routing, structured review) |
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| v0.36.0 | Full OpenAPI spec (20 ICD domains, auth docs, WebSocket schemas) |
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---
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## UI Rewrite Track
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Scorched earth rebuild of the frontend on Preact+htm. Three-layer
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architecture (Primitives → SDK → Shell) replacing the imperative
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DOM manipulation codebase. See `UI redesign.md` for full design doc.
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Depends on: v0.36.0 (OpenAPI spec), v0.31.2 (SDK composability).
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### v0.37.1 — Permission Audit & Enforcement ✅
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Backend prerequisite for frontend RBAC. See `CHANGESET.md`.
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- [x] `RequirePermission` middleware on 8 unprotected routes
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- [x] `GET /profile/permissions` — self-service resolved permission set
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- [x] 12 permission enforcement integration tests (deny → grant → allow)
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- [x] Mirror route fixes in integration test harness
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### v0.37.2 — Layer 0: UI Primitives + Shell Layout ✅
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Preact+htm component library and application frame.
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- [x] Vendor: preact.module.js, hooks.module.js, htm.module.js (~5KB total)
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- [x] 14 primitive components: Button, Spinner, Avatar, FormField,
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Tooltip, Banner, Toast, Dialog, Confirm, Prompt, Menu, Drawer,
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Tabs, Dropdown
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- [x] AppShell layout: fixed top/bottom banners (single config),
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dismissible message bar, footer, surface viewport
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- [x] `sw-primitives.css` + `sw-shell.css` — `sw-` prefixed, no
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conflicts with existing styles
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- [x] `dev.html` — interactive primitives gallery + shell controls
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- [x] ES module loading with `window.preact/hooks/html` globals
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### v0.37.3 — Layer 1: SDK ✅
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Namespaced REST client, auth module, RBAC gate, event bus, pipe/filter
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pipeline, theme control.
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Depends on: v0.37.2.
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- [x] `sw.api.{domain}.*` — 18 namespaced domain clients (auth,
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channels, personas, knowledge, notes, projects, workspaces,
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memory, models, providers, notifications, extensions, profile,
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teams, workflows, tasks, surfaces, admin)
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- [x] `sw.auth.*` — login, logout, refresh, session lifecycle,
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permissions/teams/policies cache
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- [x] `sw.can(perm)` — synchronous RBAC gate from cached permission set
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- [x] `sw.on/off/emit` — event bus with wildcard patterns, WebSocket
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connection with ticket-first auth
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- [x] `sw.pipe.*` — carry forward pre-send/stream/render pipeline
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- [x] `sw.theme.*` — theme control with FOUC prevention
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### v0.37.4 — Layer 2: Shell ✅
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Application frame with user menu, surface viewport, banners, toast/dialog
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stacks. Temp auth bypass for visual validation.
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Depends on: v0.37.3.
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- [x] Root `<App>` component tree (AppShell + SurfaceViewport +
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ToastContainer + DialogStack)
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- [x] `UserMenu` — avatar + flyout (Settings, Admin, Team Admin,
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Debug, Sign Out) with RBAC gating
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- [x] `SurfaceViewport` — mount point for active surface
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- [x] `ToastContainer` + `DialogStack` — global overlay management
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- [x] `sw.userMenu(container, opts)` — imperative mount helper for
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non-Preact surfaces
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### v0.37.5 — Login + Settings Surfaces ✅
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First surface rebuilds. Login page and Settings surface converted from
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Go templates + imperative DOM JS to Preact component trees.
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Depends on: v0.37.4.
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- [x] Login surface — 5 components (Hero, LoginForm, RegisterForm,
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SSOPanel, LoginSurface root)
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- [x] Settings surface — framework with nav + section routing
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- [x] 7 Preact sections: General, Appearance, Profile, Models,
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Teams, Providers (stub), Personas (stub)
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- [x] Bridge pattern for deferred sections (Tasks, Git Keys,
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Workflows, Data & Privacy)
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- [x] `sw.toast()` SDK wiring, nav gating (BYOK + Personas)
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- [x] `sw-login.css` extracted from inline styles
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**Known issues (tracked in CHANGELOG, resolve before v0.37.# tag):**
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- BYOK sections not tested with policy enabled
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- ~~Bridge sections~~ Resolved in v0.37.7 (all settings sections native Preact)
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- ~~`ui-settings.js` + `settings-handlers.js`~~ Confirmed deleted, stale `sw.js`
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references cleaned in v0.37.12
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### v0.37.6–v0.37.18 — Remaining Surface Rebuilds
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Each surface rebuilt as Preact component tree. Old JS deleted per surface.
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| Version | Surface | Notes |
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|---------|---------|-------|
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| v0.37.6 | Admin | Largest section count, no real-time |
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| v0.37.7 | Team Admin | Inherits from Admin patterns |
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| v0.37.8 | ChatPane ✅ | Composable kit (9 files), standalone stripped from old chat-pane.js |
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| v0.37.9 | NotesPane ✅ | Obsidian-grade kit (10 files), old notes code scorched (~1,630 lines) |
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| v0.37.10 | Chat surface ✅ | Scorched earth: 21 files deleted (−12,841 net), Preact surface + ChatPane kit upgrades |
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| v0.37.11 | Notes surface ✅ | Preact surface (7 JS + 1 CSS), sidebar folders/tags, UserMenu, template rewrite, Menu primitive fix |
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| v0.37.12 | Scorched Earth II ✅ | 23 files deleted (~2,600 lines): 9 JS, 6 CSS, 8 admin templates; sw.js + base.html cleaned |
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| v0.37.13 | Scorched Earth III ✅ | 5 JS deleted (−2,269 lines): ui-primitives, code-editor, file-tree, user-menu, app-state; SDK slimmed, Theme→Preact |
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| v0.37.14 | SE IV + Pane audit ✅ | 4 JS deleted (~−1,672 lines); double-unwrap cleanup (93 sites); API envelope normalization (18 Go handlers); thinking tags persistence; deleteMessage endpoint; extension surface user menu fix; 7 bug fixes |
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| v0.37.15 | Workflow surfaces | Form renderer, review views (design-first) |
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| v0.37.16 | Projects surface | Project views, note/channel associations (design-first) |
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| v0.37.17 | Debug / model surface | Debug tooling, model configuration UI; debug modal Preact rebuild (CR P2-5) |
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| v0.37.18 | Tag | Light mode CSS audit, dead code hunt, all features verified; `sw.can()` RBAC gates across surfaces (CR P2-1), `__USER__`/`__PAGE_DATA__` removal (CR P2-4), `_getScale` → `sw.shell.getScale()` (CR P3-3) |
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**v0.37.14 — Scorched Earth IV + Pane Audit ✅** (10 sessions, v0.37.14.0–.22):
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Scorched Earth IV (4 JS deleted, ~−1,672 lines), unified sidebar with nested
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folders + DnD, notification bell, @mentions, typing indicators, member panel,
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double-unwrap cleanup (93 sites), API envelope normalization (18 Go handlers),
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thinking tags persistence, deleteMessage endpoint, 6 bug fixes.
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Cumulative scorched earth: 53 files, ~−19,382 lines.
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**v0.37.15 — Workflow Ownership & Lifecycle:**
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Team-admin workflow management as first-class path. See
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[DESIGN-0.37.15](Workflow/DESIGN-0.37.15.md) for full design.
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Instance cancel/unclaim/reassign, stage CRUD FE wiring, team-admin
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workflow queue + stage editor + instance monitor surfaces.
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**v0.37.16 — Projects Surface:**
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Project views, note/channel associations, project-scoped navigation.
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**v0.37.17 — Debug + Model Surface:**
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Debug modal Preact rebuild, model configuration UI, provider diagnostics.
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**v0.37.18 — Tag ("UI Complete"):**
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`sw.can()` RBAC gates, `__USER__`/`__PAGE_DATA__` removal, `_getScale` SDK,
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light mode CSS audit, dead code hunt. Every capability has a UI.
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---
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## v0.38.x — Workflow Product Maturity
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See [ROADMAP-0.38](Workflow/ROADMAP-0.38.md) for full version plan.
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Visual workflow builder series. Bridges .37 plumbing to MVP gate
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("team admins build workflows visually").
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| Version | Summary | MVP Role |
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|---------|---------|----------|
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| v0.38.0 | Form Builder | **Blocker** — visual field editor replaces JSON textarea |
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| v0.38.1 | Stage Reorder + Bulk Ops | DnD reorder, multi-select operations |
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| v0.38.2 | SLA Alerting | Scheduled scanner, breach notifications |
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| v0.38.3 | Visitor Experience | Branding, progress indicator, email notifications |
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| v0.38.4 | Workflow Templates + Clone | 5 built-in templates, deep copy |
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| v0.38.5 | Analytics Dashboard | Throughput, cycle time, SLA compliance |
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---
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## MVP v0.50.0
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**Gate:** deploy for 5–10 teams, ~50 users, 100+ anonymous visitors
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on a 3-node cluster. An IT team can operate the platform without
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reading Go source code. Team admins build workflows visually.
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**Requires all of:**
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- Extension track through v0.31.2 (full package ecosystem, visual
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workflow builder, SDK-based surfaces, team workflow self-service)
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- Operations track through v0.34.0 (multi-replica HA, observability,
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data portability) ✅
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- Workflow product v0.35.0 (form rendering, data pipeline, conditional
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routing, structured review, monitoring dashboard)
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- Full OpenAPI spec v0.36.0 (complete API documentation for all domains)
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**Additionally requires:**
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- [ ] Deployment guide: step-by-step for IT team (PG cluster,
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S3/MinIO, CephFS/NFS, Helm install, TLS, OIDC)
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- [ ] Admin guide: team setup, provider config, workflow creation,
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package management, backup/restore
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- [ ] Mobile-responsive layouts (proper mobile navigation,
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touch-optimized chat, not just CSS responsive)
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- [ ] Project creation dialog (replace `prompt()` with modal)
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- [ ] Admin-level project management (cross-instance visibility)
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---
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## v0.50.0+ — Rich Media + Beyond
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Post-MVP. Each item is a standalone `.pkg` or platform primitive.
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No ordering constraints between items.
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**Media + Generation**
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- Image generation tool (browser or sidecar, provider-agnostic)
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- STT input (browser extension, Web Speech API)
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- TTS output (browser extension, provider API)
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- Code execution sandbox (server-side, container isolation)
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**Desktop + Mobile**
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- Desktop app (Tauri — native wrapper around existing web UI)
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- Full PWA with offline capability
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**Platform**
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- Multi-tenant SaaS mode (tenant isolation, billing, onboarding)
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- Surface IDE (built-in surface for building surfaces)
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- Sidecar HTTP tool protocol (container-isolated tool execution)
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- Latency-aware provider routing (response time percentiles)
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- Cost-aware routing with budget ceiling per request
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- Fallback chain visualizer (drag-to-reorder provider priority)
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**Knowledge + Memory**
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- Hybrid KB search (vector + `tsvector` + re-rank)
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- Semantic chunking (embedding-based boundary detection)
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- HNSW index (replaces IVFFlat for large datasets)
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- Web scraping KB source (ingest URLs via `url_fetch`)
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- Scheduled re-indexing (periodic rebuild when sources update)
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- Memory export/import (portable format across instances)
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- Cross-persona memory sharing (opt-in)
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- Memory analytics dashboard
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**Projects**
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- `/p/:id` shared project view
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- Project-specific file uploads (own endpoint, storage path)
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- Project templates (predefined configurations)
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- Sub-projects / nested hierarchy
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**UX**
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- "Group" scope badge on model selector / KB list
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- Article drag-to-reorder outline sections
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- Article AI tools (suggest_outline, expand_section, check_citations)
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- Rate limiting per user/team/tier (token budgets)
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