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KB-OS — Roadmap

Section titled “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)

Now

Section titled “Now”

Active task: KB-OS-dept-inference-routing (M4). KB-OS-okf-evaluation closed 2026-09-23 as don’t adopt, and its thread moved to SDC (sdc-ip-drop-stale-after). /task-start D:\FSS\KB\Core\Processes\Projects\KB-OS\Tasks\KB-OS-dept-inference-routing.md

Also open: KB-OS-re-focus-sdc · Obsidian-Upgrades-Phase2-Verification · frictionless-docs-links

M1 — Foundation ✅

Section titled “M1 — Foundation ✅”
  • Department-first unified vault (Core / MBR / SDC / FSS)
  • KB-OS audit + stale-link cleanup (2026-06-20)

M2 — Dept + Ongoing-Project layer ✅

Section titled “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; v5.7 shipped 2026-08-31: Continuation Gate)

Section titled “M3 — SMTM v5.2 ✅ (v5.4 shipped 2026-07-08: smart Templater wizard + auto-registration; v5.7 shipped 2026-08-31: Continuation Gate)”
  • Continuation Gate — no task or project closes without a resolved successor (2026-08-31)
  • 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)

Section titled “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)

Section titled “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 — done 2026-07-13 per STATUS
  • graphify high-quality full-vault re-run — done 2026-07-13 per STATUS
  • Deferred (not committed): hybrid-query speed, transcript bootstrap import — see UPGRADES
  • Detail + rationale: KB-OS-Context

M4 — Intake + automation ⬜

Section titled “M4 — Intake + automation ⬜”
  • /triage-inbox skill — shipped with Ideas-Workflow P2, 2026-07-17
  • Dept-aware /task-complete — logs → <dept>/Logs/ shipped (Step 6A). Dept CHANGELOG dropped: a dept’s Logs/ already is its dated history. Lessons stay project/global. Project trackers covered by SMTM v5.9 Step 7b. Talbot, 2026-09-23
  • 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 — done 2026-07-09 per STATUS; — origin-story-safe, archive-with-wikilinks (see Tasks/mbr-content-consolidation.md)

M4.5 — Obsidian-native upgrades ⬜ (from Automation Guide clipping, 2026-08-25)

Section titled “M4.5 — Obsidian-native upgrades ⬜ (from Automation Guide clipping, 2026-08-25)”
  • Phase 1: buy (Obsidian Starter Kit) vs piecemeal decision — verdict piecemeal, 4-round evaluation in Tasks/archive/ (task closes to archive after this round). Scored candidates: UPGRADES.md.
  • Related-Tasks.base / Related-Notes.base built — native Bases, two-tag discovery pattern, no plugin
  • Kanban Action Planner installed + WBS-hierarchy tested against ecco-notepads-build (Tasks/Obsidian-Upgrades-Phase2-Verification.md)
  • Dataview Serializer installed + tested against ecco-view.js output (same task)
  • Obsidian CLI installed — also the candidate mechanism for AI-side visual verification of future Obsidian UI changes (WSL reachability unconfirmed)

M5 — Rules system ⬜

Section titled “M5 — Rules system ⬜”
  • ai-config-rules-upgrade project — all 4 phases done 2026-07-16 per ai-config ROADMAP M2; (CLAUDE.md de-dup → AGENTS.md SSOT → dept/agent layer)

Future Upgrades

Section titled “Future Upgrades”
  • See UPGRADES for the full ideas parking lot