Baseline Reports

# Milestone Baseline Report **Project:** project-state v2.0 **Date:** 2026-04-28 **Phase:** 04-release (agile-default) **Report type:** Baseline snapshot --- ## Summary | Metric | Value | |--------|-------| | Total milestones | 10 | | Complete | 1 (M01) | | In progress | 0 | | Planned | 9 (M02–M10) | | At risk | 0 | | Blocked | 0 | | Overall completion | 10% | ## Milestone Schedule | ID | Title | Owner | Planned Start | Planned End | % | Status | |----|-------|-------|---------------|-------------|---|--------| | M01 | v2.0 Release — Generic Core + Compliance Packs | Worksona | 2026-04-24 | 2026-04-27 | 100 | complete | | M02 | Harden Starter Packs to Production | Worksona | 2026-05-01 | 2026-06-30 | 0 | planned | | M03 | Visual Reporting Matrix Editor | Worksona | 2026-06-01 | 2026-07-31 | 0 | planned | | M04 | Pack Registry — Install by Name | Worksona | 2026-07-01 | 2026-08-31 | 0 | planned | | M05 | Compliance Packs Wave 1 — Academic & Federal | Worksona | 2026-08-01 | 2026-10-31 | 0 | planned | | M06 | Compliance Packs Wave 2 — Industry & Regulatory | Worksona | 2026-10-01 | 2026-12-31 | 0 | planned | | M07 | Multi-Project Dashboard | Worksona | 2026-09-01 | 2026-11-30 | 0 | planned | | M08 | Orchestrator Scheduling + Cron Integration | Worksona | 2026-06-15 | 2026-08-15 | 0 | planned | | M09 | Substrate Validation & Health Check Suite | Worksona | 2026-05-15 | 2026-06-30 | 0 | planned | | M10 | v2.1 Release | Worksona | 2026-08-15 | 2026-09-15 | 0 | planned | ## Deliverables Inventory Total deliverables: 30 across 10 milestones. - **M01** (4 deliverables): All delivered — reporting matrix, pack system, migration script, phase presets. - **M02** (4 deliverables): Pack hardening for client-services, board-investor, agile-default, open-source-community. - **M03** (3 deliverables): Matrix editor UI, YAML round-trip serializer, validation. - **M04** (3 deliverables): Registry index, install CLI, version constraint resolver. - **M05** (3 deliverables): nserc-academic, nih-rppr, nsf-merit packs. - **M06** (3 deliverables): soc2-evidence, iso-27001, eu-horizon packs. - **M07** (3 deliverables): Multi-substrate reader, portfolio dashboard, resource conflict detection. - **M08** (3 deliverables): Cron integration, matrix tick engine, draft queue. - **M09** (3 deliverables): Cross-reference checker, schema drift detector, health score. - **M10** (3 deliverables): Release bundle, updated docs, announcement blog post. ## Priority Tiers (per R-07 risk mitigation) | Tier | Milestones | Rationale | |------|-----------|-----------| | **Must-ship (v2.1)** | M09, M02 | Prevents silent corruption; makes packs usable beyond PIC | | **Should-ship (v2.1)** | M08, M03 | Self-driving orchestrator; non-technical PL access | | **Defer (v2.2+)** | M04, M07, M05, M06 | Nice-to-have for single-maintainer; compliance packs need research depth | | **Gate** | M10 | Release gate — ships when must-ship milestones complete | ## Timeline Visualization ``` 2026 Apr May Jun Jul Aug Sep Oct Nov Dec M01 ████ (done) M02 ████████████ M09 ██████████ M03 ████████████ M08 ██████████████ M04 ████████████ M10 ████ M05 ██████████████ M07 ████████████████ M06 ████████████████ ``` ## Baseline Notes - This is the initial baseline. All future progress reports compare against these planned dates. - Single owner (David Olsson / Worksona) across all milestones — bus factor risk acknowledged in R-01. - 9 milestones overlapping in 5 months for one person — timeline overload risk acknowledged in R-07. - M01 completed on time (3-day sprint, 2026-04-24 to 2026-04-27). --- *Generated by project-status-reporter (baseline mode) on 2026-04-28.*

# Project Identity Baseline **Project:** project-state v2.0 **Date:** 2026-04-28 **Report type:** Baseline snapshot --- ## Identity | Field | Value | |-------|-------| | **Name** | project-state | | **Long name** | The project-* skill suite — 18 skills + 5 compliance packs for project ops | | **Kind** | open_source | | **Owner** | Worksona | | **Lead** | David Olsson (david@atomic47.co) | | **Start date** | 2026-04-24 | | **End date** | Open-ended | ## One-liner Generic operational substrate for multi-stakeholder projects. Provides 18 project-* skills and 5 compliance packs that turn any project into a system where routine reporting is a byproduct of normal work. ## Architecture Three layers: 1. **Substrate** (`.project-state/`) — file-per-entity storage. Plain YAML, JSON, NDJSON, markdown. No database, no API. Advisory lockfiles with 300s TTL. Append-only activity logs. Frontmatter timestamps for optimistic concurrency. 2. **Skills** (18 total) — markdown-defined skills grouped by tier: - P0 Foundation: project-state, project-scaffolder - P1 Core: project-phase-gate, project-document-curator, project-milestone-manager, project-status-reporter - P2 Surfaces: project-orchestrator, project-notifier, project-review-meeting, project-funder-reporting, project-change-register, project-blog-publisher, project-website-publisher - P3 Polish: project-onboarder, project-ip-tracker, project-external-comms, project-lessons, project-archive 3. **Surfaces** — blog (scsiwyg), project website (Vercel/Next.js). Slack, Gmail, Calendar available but currently disabled. ## Pack System | Pack | Maturity | |------|----------| | pic-pcais | production | | client-services | starter | | board-investor | starter | | agile-default | starter (loaded) | | open-source-community | starter | ## Phase Lifecycle Using `agile-default` preset with 4 phases: | Phase | Status | |-------|--------| | 01-discovery | complete | | 02-build-loops | complete | | 03-hardening | complete | | 04-release | **active** | ## Surfaces | Surface | URL | |---------|-----| | Blog | https://www.scsiwyg.com/project-state | | Website | https://project-state-docs.vercel.app | ## Team | Person | Org | Role | |--------|-----|------| | David Olsson | Worksona | Project Lead, sole maintainer | ## Current State Snapshot | Counter | Value | |---------|-------| | Milestones | 10 (1 complete, 9 planned) | | Decisions | 1 | | Risks | 11 (3 critical, 5 high, 3 medium) | | Changes | 0 | | IP disclosures | 0 | | Publications | 0 | | Lessons learned | 0 | ## Dogfooding Note This project uses itself as its own operational substrate. The `.project-state/` directory manages the project-state system's own roadmap, risks, decisions, and reporting. This is intentional — the system proves its value by running itself. --- *Generated by project-status-reporter (baseline mode) on 2026-04-28.*

# Reporting Matrix Baseline **Project:** project-state v2.0 **Date:** 2026-04-28 **Pack:** agile-default **Report type:** Baseline snapshot --- ## Active Matrix Entries | # | ID | Stakeholder | Report | Cadence | Format | Surface | Generator | |---|-----|-------------|--------|---------|--------|---------|-----------| | 1 | monday-tracker-email | internal.team | Monday tracker email | Weekly (Monday, 8h lead) | md | blog | project-status-reporter | | 2 | sprint-retrospective | internal.team | Sprint retrospective | Sprint-aligned (last day) | md | blog | project-review-meeting | | 3 | reference-docs | public | Reference documentation | On-publish | mdx | website | project-website-publisher | ## Stakeholder Coverage | Stakeholder Group | Reports | Surfaces | |-------------------|---------|----------| | internal.team | 2 | blog | | public | 1 | website | ## Surface Configuration | Surface | Enabled | Config | |---------|---------|--------| | Blog (scsiwyg) | Yes | site: project-state, url: scsiwyg.com/project-state | | Website (Vercel) | Yes | url: project-state-docs.vercel.app, auto-deploy on publish | | Slack | No | — | | Gmail | No | — | | Google Calendar | No | — | ## Generator Bindings | Generator Skill | Bound To | Profile | |-----------------|----------|---------| | project-status-reporter | monday-tracker-email | (default) | | project-review-meeting | sprint-retrospective | agile-default.review-meeting | | project-website-publisher | reference-docs | (default) | ## Matrix Health - **3 entries** — lean but appropriate for a single-maintainer open-source project. - **2 surfaces active** (blog, website) — Slack/Gmail/Calendar disabled since the team is one person. - **No funder reporting entries** — correct; this is an open-source project, not grant-funded. - **Sprint retrospective** lacks a defined sprint cadence — will need a sprint length config when M08 (orchestrator scheduling) ships. ## Comparison to Pack Defaults The `agile-default` pack ships `reporting-matrix-defaults.yaml` with sprint-retrospective as the standard entry. The monday-tracker-email and reference-docs entries were added manually during scaffolding. This is the expected pattern — packs seed defaults, users customize. ## Baseline Notes - Matrix was seeded on 2026-04-27 during project scaffolding. - No changes since initial seeding. - Next matrix revision expected when M08 (orchestrator scheduling) ships and automated cadence becomes available. --- *Generated by project-status-reporter (baseline mode) on 2026-04-28.*

# Risk Register Baseline **Project:** project-state v2.0 **Date:** 2026-04-28 **Total risks:** 11 **Report type:** Baseline snapshot --- ## Risk Heat Map | Score | Count | IDs | |-------|-------|-----| | 9 (Critical) | 3 | R-01, R-03, R-07 | | 6 (High) | 5 | R-02, R-04, R-06, R-09, R-10 | | 4 (Medium) | 3 | R-05, R-08, R-11 | | Total | 11 | | ## Risk Matrix ``` Low Impact Medium Impact High Impact High — R-10 R-01, R-03, R-07 Medium — R-05, R-08, R-11 R-02, R-04, R-06, R-09 Low — — — ``` ## Full Register | ID | Title | L | I | Score | Status | |----|-------|---|---|-------|--------| | R-01 | Single maintainer — bus factor of one | H | H | 9 | open | | R-02 | Orchestrator SKILL.md contains stale v1 skill references | M | H | 6 | open | | R-03 | Zero automated tests or CI/CD pipeline | H | H | 9 | open | | R-04 | Starter packs ship without declared profiles | M | H | 6 | open | | R-05 | Hard dependency on scsiwyg API with no local fallback | M | M | 4 | open | | R-06 | Compliance pack research depth — Wave 1 and Wave 2 are aspirational | M | H | 6 | open | | R-07 | Overlapping milestone timeline — 9 milestones in 5 months | H | H | 9 | open | | R-08 | Silent error swallowing in website state and API layers | M | M | 4 | open | | R-09 | MCP tool stability and Claude Code coupling | M | H | 6 | open | | R-10 | No contributor pipeline or community infrastructure | H | M | 6 | open | | R-11 | Website state loading uses fragile relative path assumption | M | M | 4 | open | ## Critical Risks — Detail ### R-01: Single maintainer — bus factor of one (Score: 9) - **Mitigation:** Document the substrate format in a standalone spec. Write onboarding guides. Make the system self-documenting. Open-source the substrate spec independently. - **Contingency:** If the maintainer is unavailable, the substrate is plain YAML/JSON/NDJSON. Anyone with a text editor can read and update it. ### R-03: Zero automated tests or CI/CD pipeline (Score: 9) - **Mitigation:** Add a validation suite (M09) that checks substrate integrity. Add schema tests for pack profiles. Set up GitHub Actions for lint + validate on PR. - **Contingency:** Manual validation via project-state validate command. YAML parse errors are caught by individual skills. ### R-07: Overlapping milestone timeline — 9 milestones in 5 months (Score: 9) - **Mitigation:** Ruthlessly prioritize. Must-ship: M09, M02. Should-ship: M08, M03. Defer M04, M07, M05, M06 to v2.2+. - **Contingency:** Communicate openly via blog and changelog. Substrate format is stable — users are not blocked. ## Immediately Actionable Risks | Risk | Action | Effort | |------|--------|--------| | R-02 | Update orchestrator SKILL.md to use v2 skill names | 1 hour | | R-04 | Create missing profile YAMLs for agile-default pack | 2 hours | | R-08 | Add console.error before fallback returns in lib/state.ts | 30 min | ## Baseline Notes - All 11 risks were identified from a deep analysis of the actual codebase and substrate on 2026-04-28. - Every risk references specific files and concrete evidence — no speculative risks. - Owner for all risks: david-olsson-worksona (single maintainer). - Next review: first weekly report cycle. --- *Generated by project-status-reporter (baseline mode) on 2026-04-28.*

# Roadmap Timeline Baseline **Project:** project-state v2.0 **Date:** 2026-04-28 **Horizon:** April 2026 – December 2026 **Report type:** Baseline snapshot --- ## Roadmap Phases ### Phase 1: Foundation (April 2026) — COMPLETE **M01: v2.0 Release** (Apr 24–27, complete) Shipped the generic core: 18 skills, 5 compliance packs, stakeholder reporting matrix, five phase presets, migration script. The substrate format is stable and documented. ### Phase 2: Hardening (May – June 2026) **M02: Starter Pack Hardening** (May 1 – Jun 30) Promote 4 starter packs from starter → production maturity through real-project validation. **M09: Substrate Validation Suite** (May 15 – Jun 30) Whole-substrate health checks: cross-reference integrity, schema drift, orphan detection, health score. These two milestones are the highest-priority work. M09 prevents silent corruption (R-03); M02 makes the system usable beyond the PIC pack (R-04). ### Phase 3: Automation (June – August 2026) **M03: Visual Reporting Matrix Editor** (Jun 1 – Jul 31) React-based editor that round-trips to YAML. Makes the matrix accessible to non-technical PLs. **M08: Orchestrator Scheduling** (Jun 15 – Aug 15) Cron-based self-driving orchestrator. Reads the matrix, fires generators on schedule, queues drafts. ### Phase 4: Distribution (July – September 2026) **M04: Pack Registry** (Jul 1 – Aug 31) Install packs by name from a lightweight registry. Versioned with core compatibility constraints. **M10: v2.1 Release** (Aug 15 – Sep 15) Gate release incorporating M02, M03, M04, M08, M09. ### Phase 5: Compliance Expansion (August – December 2026) **M05: Compliance Wave 1** (Aug 1 – Oct 31) Academic & federal research packs: nserc-academic, nih-rppr, nsf-merit. **M06: Compliance Wave 2** (Oct 1 – Dec 31) Industry & regulatory packs: soc2-evidence, iso-27001, eu-horizon. **M07: Multi-Project Dashboard** (Sep 1 – Nov 30) Portfolio-level view across multiple .project-state/ instances. ## Critical Path ``` M01 (done) → M02 + M09 (parallel, May-Jun) → M08 (Jun-Aug) → M10 (Aug-Sep) → M03 (Jun-Jul) ↗ ``` M10 gates on M02, M09, M08, and M03. M04-M07 are independent tracks that can slip without blocking v2.1. ## Resource Allocation Single maintainer. Recommended focus order per R-07 mitigation: 1. **May:** M09 (validation) + M02 (pack hardening) — parallel, different concerns 2. **June:** M09 wrap-up + M03 start (matrix editor) 3. **July:** M03 + M08 (orchestrator scheduling) 4. **August:** M08 wrap-up + M10 prep 5. **September:** M10 release 6. **Q4:** M05, M06, M07 — lower priority, can defer to 2027 ## Key Dates | Date | Event | |------|-------| | 2026-04-27 | v2.0 released (M01 complete) | | 2026-05-01 | M02 + M09 work begins | | 2026-06-30 | Target: M02 + M09 complete | | 2026-08-15 | Target: M08 complete | | 2026-09-15 | Target: v2.1 release (M10) | | 2026-12-31 | Roadmap horizon end | --- *Generated by project-status-reporter (baseline mode) on 2026-04-28.*