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stack/docs/plans/ROADMAP.md
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2026-09-03 14:28:58 -05:00

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# ROADMAP — agreed path forward
Status: planning aligned with owner 2026-09-03. Feature work follows this
order unless the owner re-orders. Design notes below are commitments about
intent, not implementation — each milestone still gets its own issue, tests,
and BUILD-LOG phase.
## Standing decisions (owner, 2026-09-03)
- **Pi is the main TUI harness** and the reference checkpoint. Multi-harness
(Codex, Claude, OpenCode) comes after pi is stable as the primary seat.
- **CI is deferred.** Gitea runs on slow hardware; local suites + verify are
the quality gate. Revisit when code volume justifies runners.
- **The user never manually runs release.sh.** The system determines what is
installed and self-aligns (M16).
- **Tooling documentation is agent-accessible** via the ms-tools skill (M17),
referenced from AGENTS.md.
- **Capability restriction becomes progressive and role-based** (M18),
porting prior Mosaic Stack concepts where they fit the file-based runtime.
## M16 — Release self-determination
Problem: after `reset.sh` the activation pointer is gone and the owner had
to know about `scripts/release.sh activate`. The system must determine what
is actually installed.
Design:
- New `release.sh ensure` (also invoked automatically by the launchers via
`common.sh`): compares desired (`RELEASE`) vs packaged image vs active
pointer.
- Fast path (drift = pointer missing/mismatched, image already packaged):
restore the pointer without a health gate — the release was previously
health-gated; reset is data loss, not a new release.
- Slow path (new version in RELEASE, or image missing): package beside →
full health gate (exact-marker model run) → atomic pointer swap. This is
the M3 gate-then-flip, now automatic.
- Acceptance: post-`reset.sh`, the next `hello.sh`/`agent.sh` self-restores
activation with zero manual release commands; a bumped `RELEASE` auto-
activates after its health gate; a failing health gate leaves the previous
release active and records the refusal.
## M17 — ms-tools skill + role-scoped skill lifecycle (DESIGN REVISED per owner)
Problem: agents without supplied tooling invent their own, even when a
functional method exists. Skills must reach non-conductor seats as
role-scoped subsets, with an explicit lifecycle.
Design (owner-specified):
- Two machine-scoped directories under the data root:
- `<dataRoot>/skills-enabled/` — loadable by agents
- `<dataRoot>/skills-available/` — installed but disabled
- Lifecycle: **install** → available · **activate** → enabled ·
**deactivate** → back to available · **uninstall** → removed.
A skill not in skills-enabled is not enabled or available for use.
- Launch resolution: role contracts declare skill NAMES; the runner resolves
each against skills-enabled and passes `--skill <path>` explicitly.
`--skill` necessarily negates `--no-skills` (explicit provision wins).
Contracted-but-not-enabled → **refuse the launch loudly** (a silently
under-equipped seat is the exact failure mode this prevents).
- Containerization removes ambiguity: agents get only what is explicitly
provided; no discovery, no ambient skill leakage.
- Interfaces: CLI first (`mosaic skill install|activate|deactivate|uninstall|list`),
TUI and WebUI frontends call the same tooling later.
- The ms-tools skill is the first shipped skill (tooling reference for
conductor/vanilla sessions); role contracts then grant subsets per seat.
## M18 — Seat-role progressive capability restriction
Problem: capability restriction exists but is per-task/per-mission only.
Seats (agent identities) need governing ceilings that tasks cannot escalate
past — the M9 intersection chain extended: **role ceiling ∩ mission grant ∩
task grant = effective**.
Design:
- `roles/<role>.json` (role contracts, tracked): `roleVersion`, `name`,
`tools` ceiling (subset of pi built-ins), `network: "none"|"api-only"|`
`"open"` (declared now, enforced when network policy lands), `paths`
(future).
- Resolution chain in the runner: seat role contract ∩ mission capabilities
∩ task capabilities → effective tools (existing intersection logic, one
more link). Empty at any stage = tool-free run, loudly recorded.
- agent.json keeps `role` (already shipped in M15) — it now binds to
`roles/<role>.json`.
- Porting note: prior Mosaic Stack role/policy concepts inform this design,
but implementation is fresh on the file-based runtime (the standing
repository exclusion applies until the owner points at specific prior
files to port).
- Adapters unchanged: `MOSAIC_TOOLS` already carries the effective set.
## M19 — Harness auth tooling (pi checkpoint)
Problem: auth is manual (`/login`, `auth.json`); multi-account and
multi-harness stacking have no tooling.
Current facts (observed): one `auth.json` holds multiple providers
(anthropic, openai-codex, zai observed on the host) — provider stacking
already works. Multiple accounts per provider is the open question (the
owner runs two Claude accounts; openai-codex multi-account desired).
Design direction (pi-first checkpoint):
- `scripts/auth.sh status` — per-provider auth report (which providers have
credentials, source: auth.json vs env), no secrets printed.
- Multi-account: investigate pi's auth schema for per-provider account
entries; if unsupported natively, model accounts as named auth files
(`auth.<account>.json`) with a conductor-level selector — runtime-injected
per launch, same pattern as the read-only credential mount.
- Claude/Codex/OpenCode adapters stay parked; the auth tooling is
harness-neutral so it serves them when they arrive.
## M20+ — Unified `mosaic` CLI and the stack succession path
Direction (owner): a unified `mosaic` CLI (`mosaic --check`, `mosaic tui`,
`mosaic yolo <harness>`, `mosaic skill ...`, `mosaic release ensure`, ...).
Much larger task; channel-dispatcher doctrine harvested from
`fleet/bin/mosaic` (HARVEST.md #1).
Succession trajectory (owner): the v2 line is actively building the
REPLACEMENT for the mosaicstack/stack repo. At the appropriate level of
usurpation, v2 content becomes THE next-branch content on
mosaicstack/stack — a full refactor-and-replace with a functional system.
Not ready yet.
Open decision at usurpation time: whether v2 reorganizes to the stack
monorepo layout (`packages/*` — continuity with existing tooling) or keeps
its flat structure and defines the new convention (clean break). Reference
for either: harvest worktree `~/src/mosaic-stack-worktrees/v2-harvest`
(branch `next` @ 0db2d19a) and `packages/mosaic` (CLI), `packages/auth`.
Usurpation criteria to be defined before any replacement (proposed:
functional parity of P0 operations on the v2 runtime + owner sign-off).
## Explicitly deferred
- CI runners (owner: Gitea hardware is slow; local suites are the gate) —
revisit as code volume grows.
- Network egress policy enforcement (declared in role contracts at M18;
enforcement is its own milestone).
- Push automation (push stays an explicit act).
- Second real adapter; fleet/multi-agent; knowledge storage; portal.
## Completed reference (see docs/plans/CURRENT.md log)
M1 config-driven hello · M2 missions/tasks · M3 release model · M4 adapter
seam · M5 workspaces/capabilities · M6 sessions · M7 ergonomics · M8
conductor loop · M9 mission capability policy · M10 retention · M11 session
forking · M12 auto-apply policy · M13 interactive TUI agent · M14 live user
context · M15 agent seats + roles/ convention.