Piper Morgan Roadmap v13.0

Date: 2026-01-12 Author: Documentation Agent (updated from Chief Architect v12.2) Status: Active - Sprint B1 COMPLETE, MUX Planning

Executive Summary

Major milestone achieved: Sprint B1 completed January 11, 2026. v0.8.4 released with Integration Settings (Epic #543) and Portfolio Onboarding (#490). 23+ issues closed in 3 days (Jan 9-11). Project is ready to begin MUX (Modeled User Experience) phase.

Key Changes from v12.2:

Sprint B1 COMPLETE - all FTUX, CONV, and Integration Settings work done
v0.8.4 released (January 12, 2026)
Completion Discipline Triad established (Patterns 045/046/047)
MUX phase ready to begin

Current Position

Inchworm Position: 4.2.1.1 (per Chief Architect Jan 11)

1. ✅ The Great Refactor (GREAT)
2. ✅ CORE functionality
3. ✅ ALPHA testing (v0.8.0 → v0.8.4)
4. 🎯 MVP Track
   4.1. ✅ B1 - FTUX & Conversations (COMPLETE Jan 11)
        ✅ FTUX-PIPER-INTRO (#547)
        ✅ FTUX-EMPTY-STATES (#548)
        ✅ FTUX-POST-SETUP (#549)
        ✅ FTUX-QUICK-2, QUICK-3
        ✅ FTUX-CHAT-BRIDGE (#550)
        ✅ FTUX-CONCIERGE
        ✅ CONV-UX-GREET (#102)
        ✅ CONV-MCP-STANDUP-INTERACTIVE (Epic #242 - 5 children)
        ✅ SLACK-ATTENTION-DECAY (#365)
        ✅ FTUX-PORTFOLIO (#490)
        ✅ TEST-GAP (#559)
        ✅ CONV-UX-PERSIST (Epic #314 - 4 children)
        ✅ CORE-SETTING-DISCONNECT (#544)
        ✅ CORE-SETTINGS-INTEGRATION (Epic #543 - 4 children)
   4.2. 🎯 MUX-V1: Vision & Conceptual Architecture (NEXT)
   4.3. MUX-V2: Integration & Learning
   4.4. MUX-INTERACT: Interaction Design
   4.5. MUX-IMPLEMENT: UI Polish
5. Beta testing on 0.9
6. Launch 1.0

Sprint B1 Completion Summary (Jan 5-11, 2026)

Issues Closed: 23+

Epics Completed:

Epic #242: Interactive Standup Assistant (5 children)
Epic #314: Conversation Persistence (4 children)
Epic #543: Integration Settings (4 children)

Major Features: | Issue | Feature | Commit | |——-|———|——–| | #547 | FTUX Piper Intro | ab6716e1 | | #548 | FTUX Empty States | e993005f | | #549 | FTUX Post-Setup | b82b674a | | #550 | FTUX Chat Bridge | (part of FTUX batch) | | #490 | Portfolio Onboarding | d3554765 | | #365 | Slack Attention Decay | 45c8d93d | | #544 | Disconnect All button | cee6c3eb | | #562 | Integration Test OAuth fix | ab44a72e | | #563-566 | Conversation Persistence | (CONV-PERSIST-1 through 4) | | #570-573 | Integration Preferences | (Slack/Calendar/Notion/GitHub) | | #576-579 | OAuth Credential UI | (Slack/Calendar/GitHub/Notion) |

Key Patterns Established

Pattern-045: Green Tests, Red User (completion discipline)
Pattern-046: Beads Completion Discipline
Pattern-047: Time Lord Alert (uncertainty signaling)
Pattern-048: Periodic Background Job (from #365)

Next Phase: MUX (Modeled User Experience)

MUX-VISION V1: Conceptual Architecture

Status: Ready to begin GitHub Issues: #433-436 (MUX-TECH phases)

Scope:

VISION-OBJECT-MODEL - ADR-045 formalization
VISION-GRAMMAR-CORE - “Entities experience Moments in Places”
VISION-CONSCIOUSNESS - Extract from Morning Standup
VISION-METAPHORS - Native/Federated/Synthetic

MUX-TECH: Technical Implementation

GitHub Issues Created:

#433: MUX-TECH-PHASE1-GRAMMAR
#434: MUX-TECH-PHASE2-ENTITY
#435: MUX-TECH-PHASE3-OWNERSHIP
#436: MUX-TECH-PHASE4-COMPOSTING

MUX Gates (Milestones)

#531: MUX-GATE-1 - Foundation Phase Complete
#532: MUX-GATE-2 - Core Implementation Complete
#533: MUX-GATE-3 - Integration Phase Complete
#534: MUX-GATE-4 - Interaction Design Complete

Open Issues by Category

MUX Phase (Future)

#433-436: MUX-TECH Phases 1-4
#477: MUX-VISION-LISTS
#474: MUX-TECH-LISTS
#488: MUX-INTERACT-DISCOVERY
#567-569: MUX Portfolio extensions

Architecture & Infrastructure

#551: ARCH-COMMANDS (Command Parity)
#557: ARCH-WebSocket Infrastructure
#463: FLY-COORD-TREES (Git Worktrees)

Security

#542: SEC Token Revocation
#482: SEC-KMS-INTEGRATION

Bug Fixes

#574: Conversation history panel switching

Tech Debt

#546: Alternate issue providers
#558: LLM-based preference extraction
#471: Infrastructure Epic (OAuth, Learning, TimeSeries)
#472: Slack Integration TDD Gaps

Version History

Version	Date	Key Features
v0.8.4	Jan 12, 2026	Sprint B1 Complete, Integration Settings, Portfolio Onboarding
v0.8.3.2	Jan 8, 2026	Epic #242 Interactive Standup
v0.8.3.1	Jan 7, 2026	FTUX improvements
v0.8.3	Jan 2, 2026	Setup wizard enhancements
v0.8.2	Dec 2025	Alpha stability
v0.8.1	Nov 2025	Initial alpha

Success Metrics

January 2026 ✅ ACHIEVED

February 2026 (Targets)

MUX-V1 Vision sprint complete
MUX-TECH Phase 1 (Grammar) implemented
Conversation history bug fixed (#574)
WebSocket infrastructure evaluated

March 2026 (Targets)

MUX-V2 Integration complete
Entity consciousness visible in code
Learning pipeline operational

Gate Implementation (from v12.3)

Gate Structure

Each gate (#531-534) is a GitHub issue with mandatory checklist:

All phase issues closed with evidence
Pattern discovery ceremony completed
No P0/P1 bugs
Team alignment checkpoint
PM approval

Pattern Discovery Ceremony

End of each sprint:

What patterns emerged?
What anti-patterns appeared?
What should be documented?
Output: Pattern log updates or DRAFT patterns

Risk Mitigation

Technical Risks

Conversation switching bug (#574): Known, needs investigation
MUX complexity: Gate system provides checkpoints
Learning system gap: Composting pipeline is spec only (per Jan 11 audit)

Process Risks

Completion bias: Patterns 045/046/047 provide countermeasures
Documentation drift: Weekly audits (issue #580 template)
MUX 75% Abandonment: Mitigated by gates and Beads discipline (Pattern-046)

Contingency Plans (from v12.3)

If MUX slips: Continue MVP work in parallel
If discovery fails: Return to command paradigm
If gates block: Time-box investigation

Pattern Integration

All work follows these patterns (embedded from v12.3):

Pattern-006: Verification-First
Pattern-009: GitHub Issue Tracking
Pattern-021: Session Management
Pattern-045: Green Tests, Red User (completion discipline)
Pattern-046: Beads Completion Discipline
Pattern-047: Time Lord Alert (uncertainty signaling)
Pattern-048: Periodic Background Job

Notes

Inchworm Principle: Each phase completes 100% before next begins. Sprint B1 demonstrated this with 23+ issues closed systematically.

Completion Discipline Triad: Patterns 045/046/047 form a reinforcing system against AI completion bias.

Learning System Status (per Jan 11 audit):

Built: Preference Learning (118 tests), Attention Decay (7 tests), Query Learning Loop
Spec Only: Composting Pipeline, Insight Journal, Dreaming Jobs

Dependency Stack (from v12.3, still valid):

Setup/Config (explicit wizard support) ✅ COMPLETE
Conversational Glue (discovery enablement) ✅ COMPLETE (Portfolio Onboarding)
MUX-VISION (conceptual architecture) ← NEXT
MUX-TECH (implementation)
MUX-INTERACT (discovery patterns)
MUX-IMPLEMENT (polish)

Change Log

v13.0 (Jan 12, 2026)

Sprint B1 COMPLETE documented
Updated inchworm position to 4.2.1.1
Added Sprint B1 completion summary with all 23+ issues
Updated version history through v0.8.4
Refreshed open issues from GitHub
Added MUX gates (#531-534)
Documented Completion Discipline Triad
Merged v12.3 insights: Gate implementation details, pattern discovery ceremony, contingency plans, dependency stack

v12.3 (Dec 27, 2025) - knowledge/roadmap-v12.3.md

Reality-based timeline (MUX in February)
Added setup wizard issues
Added gate milestones
Pattern insights integrated
Quick wins identified

v12.2 (Nov 29, 2025)

Added MUX-TECH epic with 4 phases
Established dual-track visualization
Documented convergence points

Roadmap v13.0 - Sprint B1 Complete, MUX Phase Beginning