client-services pack → production

board-investor pack → production

agile-default pack → production

open-source-community pack → production

Promote the four starter packs (client-services, board-investor, agile-default, open-source-community)
from starter to production maturity. Requires real-project validation for each, complete profile
coverage, and tested reporting-matrix-defaults.


Harden Starter Packs to Production

Matrix editor UI component (React)

YAML round-trip serializer

Validation in the editor (stakeholder refs, generator bindings)

Build a structured matrix-editor page in the project website that round-trips to the YAML.
Non-technical PLs can add/edit/remove matrix entries without touching YAML directly.
Deferred from v2.0 to v2.1.


Visual Reporting Matrix Editor

Registry index format + hosting

Install/update CLI (pack install <id>)

Version constraint resolver

Lightweight pack registry (git-based or npm-style) so packs can be installed by name
rather than zip-file distribution. Versioned, with compatible_core constraint enforcement.
Deferred from v2.0 to v2.1+.


Pack Registry — Install by Name

Multi-substrate reader (discover + scan N .project-state/ dirs)

Portfolio dashboard page (health, phase, deadlines)

Cross-project resource conflict detection

Portfolio-level view across multiple .project-state/ instances. An org running
3-5 projects needs a single dashboard showing phase, health, upcoming deadlines,
and cross-project resource conflicts. Reads multiple substrates, produces a
unified view on the project website or as a standalone page.


Multi-Project Dashboard

Cron integration (launchd/systemd/cloud scheduler)

Matrix tick engine (scan entries, compute due dates)

Draft queue with notification on completion

Make the orchestrator self-driving. Today it runs on-demand ("what should I do this week?").
Add cron-based scheduling so it fires on its own cadence, reads the matrix, and queues
draft generation without human initiation. Drafts still require human review before send.


Orchestrator Scheduling + Cron Integration

Cross-reference integrity checker (stakeholder refs, milestone refs, person refs)

Schema drift detector (flag entities missing required fields)

Health score computation + dashboard widget

Comprehensive validation tooling for .project-state/. Today project-state validates
individual entities on write. This milestone adds whole-substrate health checks:
cross-reference integrity, orphaned files, schema drift detection, stale lockfiles,
and a project-health score.


Substrate Validation & Health Check Suite

Stakeholder reporting matrix

Pack system + 5 reference packs

Migration script (v1→v2)

Phase preset library (5 presets)

Split the suite into a funder-agnostic core (12 unchanged + 6 abstracted skills) plus pluggable
compliance packs. Ship the stakeholder reporting matrix, five phase presets, migration script,
and five reference packs (pic-pcais production, four starters).


v2.0 Release — Generic Core + Compliance Packs

nserc-academic pack (Tri-Council reporting)

nih-rppr pack (NIH Research Performance Progress Report)

nsf-merit pack (NSF annual/final reports)

Build out the first wave of compliance packs for research funders:
nserc-academic (Canadian Tri-Council), nih-rppr (US NIH), nsf-merit (US NSF).
These cover the most common academic/federal research reporting patterns.


Compliance Packs Wave 1 — Academic & Federal Research

soc2-evidence pack (SOC2 audit evidence collection)

iso-27001 pack (ISO 27001 control attestation)

eu-horizon pack (EU Horizon periodic + final reports)

Second wave of compliance packs for industry and regulatory frameworks:
soc2-evidence, iso-27001, eu-horizon. These serve different audiences
(audit, compliance, EU research) and validate the pack system's generality.


Compliance Packs Wave 2 — Industry & Regulatory

v2.1 release bundle (skills + packs + docs + migration)

Updated CHANGELOG, README, INSTALL

Blog post: v2.1 announcement

Cut the v2.1 release incorporating: hardened starter packs, matrix editor,
pack registry, orchestrator scheduling, validation suite. This is the first
release where the system is fully self-driving (orchestrator fires on cron)
and non-technical PLs can use it (matrix editor).


v2.1 Release

Milestones