docs: north-star PRD rewrite (D1-D14), ROADMAP, kanban SOT Amendment A1 #1425

2026-08-26T03:23:50Z

fred commented

2026-08-26 03:23:50 +00:00

North-star product PRD rewrite, drafted from the ratified operator decision set D1–D14 (decision session 2026-08-25, decision owner Jason Woltje; decision log in the USC estate brain, webui-audit lane).

Ratified as interim product canon by operator ruling T72-DP1-O2 (homelab register): explicit supersession of RI-N3 interim authority; AC-RI-3 deferred unchanged to the docs/prdy successor workstream.

What changed

docs/PRD.md — Part I is the new product north star (what Mosaic Stack is, modes, hierarchy/tenancy, identity, onboarding, data custody, the webUI-over-tooling hard rule, v1 slice, decision registry D1–D14). Part II preserves every active workstream contract verbatim (KBN-101 #771, FCM #758, FCOM #766, TESS, #756, MOS-PORT, #1150, #1174, #1194 addendum, RI #1275, M1 #827–#830) — no normative word in them changed, and the three externally-referenced anchors (FCM, MOS-PORT, RI) still resolve.
docs/archive/PRD-v0.1.md — the v0.1.0 beta PRD body (Problem/Objectives/Scope/Architecture/Package Structure/FR/NFR/AC/Milestones/Assumptions, dated 2026-03-12) archived verbatim with a supersession header.
docs/ROADMAP.md — new. Product phases P0–P5, all present from day one per D11; P2–P5 are explicit placeholders (federation deliberately undesigned per D3).
docs/requirements/native-kanban-sot.md — Amendment A1 (D13): company → estate → platform-project parentage ABOVE workspaces for RBAC-chain evaluation and read-only roll-ups. Sections 1–7 and every invariant untouched; workspace_id stays the hard isolation unit; roll-up is never a write.

Reviewer notes

The archive move of the v0.1 FR/NFR/AC sections is the one potentially breaking choice: if any open issue binds to those v0.1 sections (rather than the Part II workstream contracts), say so and I will keep that section in place instead.
Amendment A1 §8.1.3 flags the projects naming collision (platform-project vs the SOT's in-workspace planning projects) and leaves final terminology to the implementing PR.
docs/fleet/NORTH_STAR.md relationship is defined in Part I §10: fleet north star stays authoritative for fleet invariants; product-wise it is subordinate to this PRD. No fleet text was changed.

Advisory machine review (posted by fred; author of the PR — this is NOT the independent approval, which per the audit output path belongs to Jason).

Two-part review completed:

1. Mechanical preservation (fred, scripted measurements): PASS.

The old docs/PRD.md (1656 lines @ origin/next) partitions completely: lines 1–7 (old frontmatter/title, replaced), four blocks verbatim-contiguous into Part II, three blocks verbatim into docs/archive/PRD-v0.1.md (one trailing blank line at archive EOF trimmed by prettier — content identical). No line lost or duplicated.
native-kanban-sot.md sections 1–7: 0 deletions, all additions appended as §8.
All three externally-referenced anchors resolve unchanged (FCM #758, MOS-PORT, RI #1275).
Evidence with reproducible commands: USC estate brain, fleet/lanes/webui-audit/findings/prd-pr1425-mechanical-checks.md.

2. Judgment review (independent model: GPT-5.6 sol, max reasoning): request-changes, 10 findings — all addressed in 4b448109.

F1 D14: Standalone custody split restored to optional ("may keep", recommended default).
F2 D7 registry row now cites the actual T2 freeze ruling (2026-08-25) instead of an unsourced completion claim.
F3 D8 baseline now names all three inputs (tool inventory, webUI→tool mapping, measured state of next).
F4/F5: rules I drafted beyond D1–D14 are now listed explicitly in new §12.1 (federation no-foreclosure + PRD/threat-model gates; north-star amendment rule) so approval of this PR ratifies them knowingly; the fleet-north-star subordination itself is cited to the frozen T2 baseline.
F6 A1: hierarchy records defined as a named tenancy/authorization structure record class with hard constraints (no business payload, never subjects of work, same audited mutation path) — invariant 10 / REQ-TEN-001 scope stated, not hand-waved.
F7 A1: express narrow carve-out of the §6 portfolio-analytics non-goal (counts/status roll-up only; everything analytic beyond that stays a non-goal); §8 status line no longer claims §6 is untouched.
F8 A1: asset transfer/re-parenting named as audited chain maintenance, not a third runtime function; consistent with PRD Part I §4.
F9 ROADMAP: expanded agent enrollment + Standalone SSO/OIDC now owned by P2 (D11 completeness).
F10 ROADMAP P3: "Enterprise-leaning" removed; M365 = connectors for both modes in P3, Enterprise install-flow prominence in P4.

Full verdict text: USC estate brain, fleet/lanes/webui-audit/findings/prd-pr1425-review.md.

Decision needed from Jason (one): approve or reject this PR. Approval also ratifies the two §12.1 drafting additions. Merge is held until then.

North-star product PRD rewrite, drafted from the ratified operator decision set D1–D14 (decision session 2026-08-25, decision owner Jason Woltje; decision log in the USC estate brain, webui-audit lane). Ratified as interim product canon by operator ruling T72-DP1-O2 (homelab register): explicit supersession of RI-N3 interim authority; AC-RI-3 deferred unchanged to the docs/prdy successor workstream. ## What changed - **docs/PRD.md** — Part I is the new product north star (what Mosaic Stack is, modes, hierarchy/tenancy, identity, onboarding, data custody, the webUI-over-tooling hard rule, v1 slice, decision registry D1–D14). Part II preserves every active workstream contract **verbatim** (KBN-101 #771, FCM #758, FCOM #766, TESS, #756, MOS-PORT, #1150, #1174, #1194 addendum, RI #1275, M1 #827–#830) — no normative word in them changed, and the three externally-referenced anchors (FCM, MOS-PORT, RI) still resolve. - **docs/archive/PRD-v0.1.md** — the v0.1.0 beta PRD body (Problem/Objectives/Scope/Architecture/Package Structure/FR/NFR/AC/Milestones/Assumptions, dated 2026-03-12) archived verbatim with a supersession header. - **docs/ROADMAP.md** — new. Product phases P0–P5, all present from day one per D11; P2–P5 are explicit placeholders (federation deliberately undesigned per D3). - **docs/requirements/native-kanban-sot.md** — Amendment A1 (D13): company → estate → platform-project parentage ABOVE workspaces for RBAC-chain evaluation and read-only roll-ups. Sections 1–7 and every invariant untouched; `workspace_id` stays the hard isolation unit; roll-up is never a write. ## Reviewer notes 1. The archive move of the v0.1 FR/NFR/AC sections is the one potentially breaking choice: if any open issue binds to those v0.1 sections (rather than the Part II workstream contracts), say so and I will keep that section in place instead. 2. Amendment A1 §8.1.3 flags the projects naming collision (platform-project vs the SOT's in-workspace planning `projects`) and leaves final terminology to the implementing PR. 3. `docs/fleet/NORTH_STAR.md` relationship is defined in Part I §10: fleet north star stays authoritative for fleet invariants; product-wise it is subordinate to this PRD. No fleet text was changed. --- **Advisory machine review (posted by fred; author of the PR — this is NOT the independent approval, which per the audit output path belongs to Jason).** Two-part review completed: **1. Mechanical preservation (fred, scripted measurements): PASS.** - The old docs/PRD.md (1656 lines @ origin/next) partitions completely: lines 1–7 (old frontmatter/title, replaced), four blocks verbatim-contiguous into Part II, three blocks verbatim into docs/archive/PRD-v0.1.md (one trailing blank line at archive EOF trimmed by prettier — content identical). No line lost or duplicated. - native-kanban-sot.md sections 1–7: 0 deletions, all additions appended as §8. - All three externally-referenced anchors resolve unchanged (FCM #758, MOS-PORT, RI #1275). - Evidence with reproducible commands: USC estate brain, `fleet/lanes/webui-audit/findings/prd-pr1425-mechanical-checks.md`. **2. Judgment review (independent model: GPT-5.6 sol, max reasoning): request-changes, 10 findings — all addressed in 4b448109.** - F1 D14: Standalone custody split restored to optional ("may keep", recommended default). - F2 D7 registry row now cites the actual T2 freeze ruling (2026-08-25) instead of an unsourced completion claim. - F3 D8 baseline now names all three inputs (tool inventory, webUI→tool mapping, measured state of `next`). - F4/F5: rules I drafted beyond D1–D14 are now listed explicitly in new §12.1 (federation no-foreclosure + PRD/threat-model gates; north-star amendment rule) so approval of this PR ratifies them knowingly; the fleet-north-star subordination itself is cited to the frozen T2 baseline. - F6 A1: hierarchy records defined as a named tenancy/authorization structure record class with hard constraints (no business payload, never subjects of work, same audited mutation path) — invariant 10 / REQ-TEN-001 scope stated, not hand-waved. - F7 A1: express narrow carve-out of the §6 portfolio-analytics non-goal (counts/status roll-up only; everything analytic beyond that stays a non-goal); §8 status line no longer claims §6 is untouched. - F8 A1: asset transfer/re-parenting named as audited chain maintenance, not a third runtime function; consistent with PRD Part I §4. - F9 ROADMAP: expanded agent enrollment + Standalone SSO/OIDC now owned by P2 (D11 completeness). - F10 ROADMAP P3: "Enterprise-leaning" removed; M365 = connectors for both modes in P3, Enterprise install-flow prominence in P4. Full verdict text: USC estate brain, `fleet/lanes/webui-audit/findings/prd-pr1425-review.md`. **Decision needed from Jason (one):** approve or reject this PR. Approval also ratifies the two §12.1 drafting additions. Merge is held until then.

fred added 1 commit 2026-08-26 03:23:51 +00:00

docs: north-star PRD rewrite (D1-D14), ROADMAP.md, kanban SOT Amendment A1

ci/woodpecker/pr/ci Pipeline was successful

Details

bc1149c15e

- docs/PRD.md: Part I product north star authored from ratified decisions
  D1-D14; Part II preserves all active workstream contracts verbatim
  (KBN-101, FCM #758, FCOM #766, TESS, #756, MOS-PORT, #1150, #1174, #1194,
  RI #1275, M1). Referenced anchors unchanged.
- docs/archive/PRD-v0.1.md: v0.1.0 beta PRD body archived verbatim with
  supersession header.
- docs/ROADMAP.md: all phases P0-P5 present from day one per D11
  (P2-P5 as explicit placeholders).
- docs/requirements/native-kanban-sot.md: Amendment A1 (D13) - hierarchy
  parentage + RBAC chain above workspaces; sections 1-7 untouched.