KB-OS — Roadmap

Summary: Evolve the unified KB from a stable structure into a department-based OS that Talbot initiates and scoped AI agents execute — toward increasing levels of autonomous assistance. Type: Ongoing (no end state; milestones below; checkboxes track progress)

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M1 — Foundation ✅

• Department-first unified vault (Core / MBR / SDC / FSS)
• KB-OS audit + stale-link cleanup (2026-06-20)

M2 — Dept + Ongoing-Project layer ✅

• Processes dept chartered (JOB_DESCRIPTION.md)
• AI dept chartered (Core/AI/JOB_DESCRIPTION.md)
• IT dept chartered + monorepo pilot stood up (Core/IT/, 2026-06-25)
• Ongoing-project model defined; pilots stood up (KB-OS, ai-config, monorepo)
• Ongoing-Projects registry created
• Director Staff files (Processes/AI/IT) — drafted 2026-07-06

M3 — SMTM v5.2 ✅ (v5.4 shipped 2026-07-08: smart Templater wizard + auto-registration)

• Ongoing-Project as first-class construct
• Dept-based task routing rule + dept: frontmatter
• ONE master tracker grouped by dept
• requires_approval: field (A1 gate)

M3.5 — Agent layer v1 ✅ (2026-07-09)

• /task-start + /task-continue auto-load the dept charter chain (JOB_DESCRIPTION → Staff → project STATUS)
• Agent-Team.md roster — org chart, autonomy levels, “expanding the team” checklist
• Vault-wide Biggest Rocks table on Core/DASHBOARD.md (curated roll-up)

M3.6 — Memory & Context layer ⬜ (in progress)

• Memory v1 — CONSTITUTION Principle #8, qmd recall, SessionEnd digest hook, auto-memory promotion (2026-07-13)
• Context System doc — KB-OS-Context.md (tool map, benefits-by-audience, ai-config cross-link)
• CodeGraph — code-dev recall, CLI-first (whole monorepo indexed) (2026-07-13)
• Memory Phase 3 — SessionStart inject hook (Tasks/memory-phase3-sessionstart-hook.md)
• graphify high-quality full-vault re-run (Tasks/graphify-fullvault-rerun.md)
• Deferred: hybrid-query speed, transcript bootstrap import — see UPGRADES
• Detail + rationale: KB-OS-Context

M4 — Intake + automation ⬜

• /triage-inbox skill
• Dept-aware /task-complete (logs → <dept>/Logs/; update dept CHANGELOG + LESSONS)
• SMTM skills resolve dept Tasks/ folders (task-start/-continue/-complete/-prep, 2026-06-25)
• Dept inference/auto-routing in /task-start + /task-from-chat (write to correct folder, set dept:)
• Idea-capture workflow: Web Clipper → single intake → routed (see Tasks/idea-capture-workflow.md)
• Migrate Core/Logs/ → <dept>/Logs/
• MBR content consolidation — origin-story-safe, archive-with-wikilinks (see Tasks/mbr-content-consolidation.md)

M5 — Rules system ⬜

• ai-config-rules-upgrade project (CLAUDE.md de-dup → AGENTS.md SSOT → dept/agent layer)

Future Upgrades

• See UPGRADES for the full ideas parking lot