Piper Morgan Roadmap v14.3

Date: March 10, 2026 Author: Documentation Agent (updated from v14.2) Status: Active - M0 COMPLETE (v0.8.6), M1 Sprint Next

Executive Summary

Current state: M0 (Conversational Glue) shipped as v0.8.6 on March 4, 2026. 27 issues total (5 planned + 22 discovered via Assembly Assumption). Sprint executed in 3 days vs 13-22 day estimate. All quality gates passed. PM taking deliberate pause before M1.

Key Changes from v14.2:

M0 COMPLETE — gate #779 closed, epic #762 closed, v0.8.6 released
56-commit merge to main, production push
Inchworm position advanced: 4.4.1 → 4.4.2
M0 sprint summary updated with final totals
Ship #033 “The Cathedral Ships” drafted
GitHub wiki published
Branch protection enabled on main

Current Position

Inchworm Position: 4.4.2 (M0 Complete, M1 Next)

1. ✅ The Great Refactor (GREAT)
2. ✅ CORE functionality
3. ✅ ALPHA testing (v0.8.0 → v0.8.5.1)
4. 🎯 Complete build of MVP
   4.1. ✅ B1 - Beta Enablers (v0.8.3.x) - COMPLETE Jan 11
   4.2. ✅ A20 - Alpha Testing round 2 (v0.8.4.x) - COMPLETE Jan 18
   4.3. ✅ MUX: Modeled User Experience - COMPLETE Jan 27
   4.4. 🎯 MVP Sprints (M0-M6) ← CURRENT
        ✅ M0: Conversational Glue — COMPLETE (v0.8.6, Mar 4)
        ○ M1: Foundation (47% cherry-picked) ← NEXT
        ○ M2: Activation (4%)
        ○ M3: Skills (30%)
        ○ M4: Documents (0%)
        ○ M5: Polish (0%)
        ○ M6: Future/Hardening (18%)
   4.5. ○ DIST: Distribution Packaging (after M6)
5. Beta testing on 0.9
6. Launch 1.0

MVP Sprint Status (March 10, 2026)

M0 — Conversational Glue ✅ COMPLETE

Status: COMPLETE — v0.8.6 shipped March 4, 2026 Theme: Natural conversation flow — “The sheet music for the orchestra” Epic: #762 (GLUE - Conversational Glue Implementation) — CLOSED Gate: #779 (M0-GLUE Sprint Completion Gate) — CLOSED

Final Totals: 27 issues (5 planned + 22 discovered via Assembly Assumption)

Sprint executed in 3 days (Feb 17-19) vs 13-22 day estimate
56-commit merge to main, production release
All B2 quality gate criteria resolved
#858 Conversation Lifecycle Spec approved (4 reviewers, same-day)
#715 full lifecycle implementation (27 tests)

Lesson Learned: 5 planned issues expanded to 27 total. Assembly Assumption pattern (Pattern-049) — individually correct components ≠ correct composition. B2 testing revealed the gap between “tests pass” and “users succeed” (Pattern-045).

M1 — MVP Foundation (47% cherry-picked)

Status: 14/30 done — cherry-picked during MUX and alpha testing Theme: Security + Testing foundation

Done (14 issues): #239, #245, #275, #301, #305, #306, #307, #308, #316, #317, #332, #385, #696, #697

Blocked (1 issue):

#358 SEC-ENCRYPT-ATREST (blocked on expert consultation → M6)

Remaining (15 issues): | Category | Issues | |———-|——–| | Testing | #190, #247, #352, #472, #738, #739 | | Security | #470 (RBAC epic), #482, #542 | | Architecture | #557 (WebSocket) | | MUX follow-up | #705, #706, #717 | | Learning | #372 | | QA | #375 |

M2 — MVP Activation (4%)

Status: 1/23 done Theme: MUX Wiring + Infrastructure

Done (1 issue): #298 AUTH-PASSWORD-CHANGE

M3 — MVP Skills (30%)

Status: 3/10 done Theme: Canonical queries + Core skills

Done (3 issues): #143, #248, #303

Remaining (7 issues): | Issue | Title | |——-|——-| | #118 | INFR-AGENT: Multi-Agent Coordinator | | #312 | CONV-UX-DESIGN: Unified Design System | | #315 | CONV-MCP-LIBRARY: Core Skills Library | | #496 | CANONICAL-#9: Priority queries | | #497 | CANONICAL-#10: Focus guidance synthesis | | #704 | MUX-LIFECYCLE-UI-A: Morning Standup lifecycle | | #716 | MUX-FEATURES-VIEW |

M4 — MVP Document Revolution (0%)

Status: 0/5 done Theme: Document processing (coherent, focused)

Issue	Title
#302	CONV-MCP-DOCS: Unified Document Processing
#313	CONV-UX-DOCS: File Browser & Document Management UI
#355	DOCS-STOPGAP: Basic Artifact Persistence
#712	MUX-DOCUMENT-VIEWER
#713	MUX-DOCUMENTS-LIFECYCLE-UI

M5 — MVP Polish (0%)

Status: 0/11 done Theme: Auth polish, Slack, remaining features

Issue	Title	Category
#100	CONV-FEAT-PROJ: Project Portfolio Awareness	Feature
#101	CONV-FEAT-TIME: Temporal Context System	Feature
#103	CONV-FEAT-PRIOR: Priority Calculation Engine	Feature
#146	FLY-VERIFY: Three-Tier Verification Pyramid	Infrastructure
#147	FLY-VERIFY-HAND: Mandatory Handoff Protocol	Infrastructure
#148	FLY-VERIFY-CONFIG: Configuration Layer	Infrastructure
#244	CONV-UX-SLACK: Interactive Slack Standup	Feature
#272	RESEARCH-TOKENS-THINKING	Research
#338	INFRA-MIGRATION-ROLLBACK	Infrastructure
#441	CORE-UX-AUTH-PHASE2	Auth
#463	FLY-COORD-TREES: Git Worktrees	Infrastructure

M6 — MVP Future/Hardening (18%)

Status: 2/11 done Theme: Security hardening + future features

Done (2 issues): #270, #450

Remaining (9 issues): | Issue | Title | Category | |——-|——-|———-| | #104 | CONV-FEAT-ALLOC: Time Allocation Analysis | Feature | | #106 | CONV-FEAT-STRAT: Strategic Recommendations | Feature | | #241 | CORE-ETHICS-TUNE: Post-Alpha Ethics | Ethics | | #465 | FLY-COORD-TREES-2: Phase 3-5 Python | Infrastructure | | #546 | TECH-DEBT: Alternate issue providers | Tech Debt | | #558 | MUX-STANDUP-CONVERSE: LLM preference extraction | MUX | | #568 | MUX-CORE-PORTFOLIO-ACROSS | MUX | | #669 | COMPOSTING-HYBRID-TRIGGER | Learning | | #760 | TECH-DEBT: slack_workspaces table | Tech Debt |

Deferred to M6: #358 SEC-ENCRYPT-ATREST (from M1, blocked on expert consultation)

DIST — Distribution Packaging (NEW)

Status: 0/10 — Issues created Feb 21, 2026 Theme: MCP-native + Desktop distribution Epic: #828 (DIST — Distribution Packaging) Placement: After M6, before Beta

Strategic rationale: MCP-native first positions us for fluid UI surfaces while being the lightest distribution path. Desktop follows for standalone experience. Hosted deferred unless demand warrants.

Phase 1 — MCP-Native (2-3 weeks): | Issue | Title | Priority | |——-|——-|———-| | #829 | DIST-MCP-PACKAGE: Package Piper as MCP server | P0 | | #830 | DIST-MCP-DOCS: Integration documentation | P0 | | #831 | DIST-MCP-REGISTRY: Publish to registries | P1 | | #832 | DIST-MCP-TEST: Integration testing | P1 |

Phase 2 — Desktop (3-5 weeks): | Issue | Title | Priority | |——-|——-|———-| | #833 | DIST-SQLITE: SQLite adapter | P0 | | #834 | DIST-WRAPPER: Desktop application wrapper | P0 | | #835 | DIST-UPDATE: Auto-update mechanism | P1 | | #836 | DIST-INSTALLER: Platform installers | P1 | | #837 | DIST-FIRST-RUN: First-run experience | P1 |

Open Questions:

Package name: piper-morgan? Check PyPI/npm availability
Electron vs Tauri: Needs investigation
Python bundling: Bundle runtime or require system Python?
Signing certificates: Apple ($99/yr), Windows ($200-400/yr)

Sprint Summary

Sprint	Theme	Total	Done	Remaining	%	Status
M0	Conversational Glue	27	27	0	100%	✅ COMPLETE (v0.8.6)
M1	MVP Foundation	31	14	17	45%	○ NEXT
M2	MVP Activation	23	1	22	4%	—
M3	MVP Skills	10	3	7	30%	—
M4	Document Revolution	5	0	5	0%	—
M5	MVP Polish	11	0	11	0%	—
M6	Future/Hardening	11	2	9	18%	—
DIST	Distribution	10	0	10	0%	—
Total		128	47	81	37%	—

Timeline (Revised March 2026)

February 2026

M0 sprint execution (Feb 16-18: 3 days vs 13-22 day estimate)
M0 bug fixes and quality gate resolution (Feb 19 - Mar 2)

March 2026

April 2026

M3-M4 complete
Skills + Documents operational
MVP feature-complete approaching

May 2026

M5-M6 complete
Security hardening
v0.9 beta preparation

June 2026

DIST Phase 1 (MCP-native)
Beta release

July 2026

DIST Phase 2 (Desktop)
v1.0 launch preparation

B2 Quality Gate (from PDR-002 v3)

Definition: “B2” represents the threshold where conversational glue works well enough that users experience Piper as a colleague, not a chatbot.

Criterion	Test	Pass Condition
Naturalness	“Does this feel like talking to a colleague?”	Alpha testers agree ≥4/5
Memory	“Does Piper remember what matters?”	Context references resolve >85%
Proactivity	“Are suggestions helpful or annoying?”	Acceptance >30%, annoyance <10%
Discovery	“Can I discover capabilities without docs?”	≥3 features discovered/30 days
Recovery	“When things go wrong, does Piper help?”	>60% continue after hitting limits
Flow	“Can I accomplish goals naturally?”	No explicit command required

Version History

Version	Date	Key Features
v0.8.6	Mar 4, 2026	M0 Conversational Glue — 27 issues, 56-commit merge
v0.8.5.3	Feb 11, 2026	Windows compat, setup UX, 14 issues
v0.8.5.2	Feb 6, 2026	Alpha bug fixes, timezone alignment
v0.8.5.1	Jan 31, 2026	Alpha testing stabilization
v0.8.5	Jan 27, 2026	MUX-IMPLEMENT complete
v0.8.4.3	Jan 18, 2026	Fresh install fixes
v0.8.4	Jan 12, 2026	Sprint B1 Complete

Risk Mitigation

Technical Risks

M0 expansion pattern: 5 planned → 23 actual. Expect similar expansion in M1-M6
Assembly Assumption: Wiring passes now standard practice post-sprint
Distribution complexity: Phase 1 (MCP) is lightweight; Phase 2 (Desktop) has more unknowns

Process Risks

75% pattern: Mitigated by Beads Discipline (Pattern-046)
Vision flattening: Anti-flattening safeguards in implementation guide
Scope creep: Clear P0/P1/P2 prioritization per sprint

Patterns Applied

Pattern-045: Green Tests, Red User — M0 discovered 17 integration gaps
Pattern-046: Beads Completion Discipline — Gate #779 enforces 100%
Pattern-047: Time Lord Alert — Uncertainty signaling
Pattern-049: Assembly Assumption — Wiring pass validates composition

Change Log

v14.3 (March 10, 2026)

M0 COMPLETE — gate #779 closed, epic #762 closed, v0.8.6 released Mar 4
56-commit merge, 27 total issues (5 planned + 22 discovered)
Inchworm position: 4.4.1 → 4.4.2
Sprint summary updated: M0 100%, total 37% (47/128)
Timeline updated through March
Version history updated (v0.8.5.2, v0.8.5.3, v0.8.6)

v14.2 (February 23, 2026)

B2 quality gate assessment: NOT READY (CXO Feb 22 testing)
#767 GLUE-SOFTINVOKE: Tests pass but users fail (Pattern-045)
#763 GLUE-FOLLOWUP: Blocked by calendar query infrastructure issue
#813 closed (coroutine mock bug fixed)
#814 deferred from M0 to M1
Sprint summary updated with B2 status column
Total: 124 issues (40 done, 84 remaining = 32%)

v14.1 (February 21, 2026)

M0 actual status: 23 issues (18 done, 4 blocking gate, 1 gate issue)
M1-M6 sprint data refreshed from GitHub exports
DIST sprint created: Epic #828 + 9 children (#829-837)
Sprint summary table with completion percentages
Distribution consensus documented: MCP-native → Desktop → Hosted
Timeline revised through July 2026
Assembly Assumption pattern lesson captured
Total MVP scope: 123 issues (38 done, 85 remaining)

v14.0 (February 1, 2026)

Added M0 (Conversational Glue Sprint) as critical path
Updated inchworm position to 4.4.0
PDR-002 updated to v3 with implementation guide
Backlog freshness audit: 4 deferred, 1 merged, 1 closed
B2 quality gate formalized

Roadmap v14.3 — M0 COMPLETE (v0.8.6), M1 Next