Added comprehensive documentation and planning artifacts for the platform productization readiness and roadmap reconciliation. Co-authored-by: Ahmed Darrazi <ahmed.darrazi@live.de> Reviewed-on: #417
64 lines
15 KiB
Markdown
64 lines
15 KiB
Markdown
# Candidate Reconciliation — Spec 345
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**Branch**: `345-platform-productization-readiness-roadmap-reconciliation-gate`
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**Date**: 2026-06-02
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## Buckets
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- A — Now platform-critical
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- B — Platform productization
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- C — Feature expansion
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- D — Customer Portal (`/customerportal`)
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- E — Website / marketing (`/website`)
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- F — Covered / obsolete / duplicate
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- G — Research / roadmap only
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## Candidate Table
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| Candidate | Source file | Current status | Bucket (A–G) | Reason | Keep / Merge / Defer / Drop / Move | Target app | Suggested spec # / roadmap group |
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|---|---|---|---|---|---|---|---|
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| `decision-based-governance-inbox-v1` | `docs/product/spec-candidates.md` | open gap; first-wave runtime exists in `specs/327-*` | A | Biggest remaining operator workflow gap after shell and customer-review closure. Decision register proof/history already exists; the missing piece is queue-clearing operator flow. | Keep as the primary active lane. Narrow it to workflow closure over existing governance truth. | `/platform` | New follow-up over `specs/327-*`, `specs/265-*`, `specs/306-*`, `specs/307-*`, `specs/308-*` |
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| `Governance Inbox decision experience` | `docs/ui-ux-enterprise-audit/follow-up-specs/325-strategic-target-image-implementation-candidates.md` | open design-follow-up lane | A | Matches the same remaining gap as `decision-based-governance-inbox-v1`. | Merge into the same next spec; do not create a parallel design-only runtime lane. | `/platform` | Same as above |
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| `Governance Artifact Lifecycle & Retention v1` | `docs/product/spec-candidates.md`; `docs/product/roadmap.md` | prepared package exists; runtime gap still open | B | Important retained-output trust and auditability follow-through, but not the immediate operator queue blocker. | Keep and implement from the existing prepared package when governance workflow closure lands or when retained-artifact clarity becomes release pressure. | `/platform` | `specs/267-artifact-lifecycle-retention/` |
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| `Provider onboarding/readiness UX cleanup` | `docs/ui-ux-enterprise-audit/follow-up-specs/325-strategic-target-image-implementation-candidates.md` | open design-follow-up lane over repo-real provider surfaces | B | Trust-critical setup surface still needs calmer summary, next action, and safer dangerous-action framing. | Keep as later productization follow-through after governance inbox. | `/platform` | New follow-up over `specs/339-*` and `specs/281-*` |
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| `environment-resource-context-follow-through` | `docs/product/spec-candidates.md` | conditional open gap | B | Shell and canonical routes are stable, but this still exists as a targeted anti-hidden-context cleanup lane if fresh drift appears inside selected resources. | Keep only as a narrow residual hardening candidate; do not reopen broad shell work. | `/platform` | Existing follow-through candidate, only if fresh evidence appears |
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| `Cross-Domain Progress / Indicator Semantics candidate group` | `docs/product/spec-candidates.md`; `specs/278-cross-domain-indicator-audit/spec.md` | docs-only audit completed; runtime follow-through still open | B | Product has the audit and follow-up map, but not yet a bounded runtime adoption pass. | Keep as later productization guardrail, not as the next spec. | `/platform` | Follow-up over `specs/278-cross-domain-indicator-audit/` |
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| `Operations Hub productization` | `docs/ui-ux-enterprise-audit/follow-up-specs/325-strategic-target-image-implementation-candidates.md` | broad lane mostly covered; residual semantics/polish remain | F | The main operations-hub productization already moved through `specs/328-*`; the live residual issue is shared indicator/semantics drift, not a missing hub. | Merge any remaining need into the indicator-semantics follow-up instead of reopening a broad hub lane. | `/platform` | Covered by `specs/328-*` plus later indicator follow-through |
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| `Restore safety UX productization` | `docs/ui-ux-enterprise-audit/follow-up-specs/325-strategic-target-image-implementation-candidates.md` | later safety/workflow polish lane | C | Restore is already a strong core capability; this target-image lane is valuable but not the immediate productization gate. | Defer behind governance workflow and provider/artifact trust work. | `/platform` | Backup/restore follow-up lane |
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| `Drift/Baseline decision experience` | `docs/ui-ux-enterprise-audit/follow-up-specs/325-strategic-target-image-implementation-candidates.md` | later decision/polish lane over strong core runtime | C | Drift/baseline core is already sellable; this lane is a later UX deepening of assignment/evidence hierarchy, not a blocking missing foundation. | Defer. | `/platform` | Drift/findings follow-up lane |
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| `Workspace and Environment dashboard productization` | `docs/ui-ux-enterprise-audit/follow-up-specs/325-strategic-target-image-implementation-candidates.md` | residual design-follow-up lane | B | Runtime shell/dashboard truth is already strong; remaining need is bounded polish, not a foundational rebuild. | Defer until real operator pain appears. | `/platform` | Dashboard polish backlog |
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| `Evidence and review pack consumption productization` | `docs/ui-ux-enterprise-audit/follow-up-specs/325-strategic-target-image-implementation-candidates.md` | partially covered by later specs; residual retained-artifact gap remains | B | Core evidence/review-pack flow is strong; the remaining gap is retained-artifact/state clarity, not the original broad lane. | Merge residual need into artifact lifecycle or stored-report follow-through. | `/platform` | `specs/267-artifact-lifecycle-retention/` or retained-artifact follow-up |
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| `Stored Reports Surface v1` | `docs/product/spec-candidates.md` | later runtime package exists with completed task checklist markers | F | Candidate wording is stale relative to `specs/277-stored-reports-surface/` and the current `StoredReportResource`. | Drop from active candidate queue; keep only as historical context. | `/platform` | Covered by `specs/277-stored-reports-surface/` |
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| `customer-review-workspace-v1-completion` | `docs/product/spec-candidates.md` | stale open candidate; later runtime follow-through exists | F | Covered by `specs/312-*`, `specs/342-*`, `specs/343-*`, and `specs/344-*`. The lane is no longer the next open gap. | Drop from active queue; keep historical note only. | `/platform` | Covered by Specs `312`, `342`, `343`, `344` |
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| `Customer Review Workspace productization` | `docs/ui-ux-enterprise-audit/follow-up-specs/325-strategic-target-image-implementation-candidates.md` | design lane closed by later runtime work | F | Same gap as above; target-image lane is now mostly historical context. | Drop as an active implementation lane. | `/platform` | Covered by Specs `312`, `342`, `343`, `344` |
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| `provider-connection-scope-hardening` | `docs/product/spec-candidates.md` | stale open candidate; later runtime follow-through exists | F | Covered by `specs/339-provider-connection-scope-hardening/` and later provider-scope package `specs/281-provider-connection-scope/`. | Drop from active queue; retain historical reference only. | `/platform` | Covered by Specs `339` and `281` |
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| `canonical-link-query-cleanup` | `docs/product/spec-candidates.md` | stale open candidate; implemented follow-through exists | F | Covered by `specs/341-canonical-link-query-cleanup/`. | Drop from active queue. | `/platform` | Covered by Spec `341` |
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| `product-truth-docs-drift-cleanup` | `docs/product/spec-candidates.md` | stale open candidate; docs/product-truth follow-through exists | F | Covered by `specs/310-product-truth-docs-drift-reconciliation/`. | Drop from active queue. | `/platform` | Covered by Spec `310` |
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| `legacy-compatibility-dead-code-retirement` | `docs/product/spec-candidates.md` | mostly historical after tenant-panel cleanup | F | Main tenant-panel / `/admin/t` dead-code retirement already moved through `specs/304-*`; any further cleanup should require fresh proof. | Drop as a standing candidate; reopen only on concrete regression. | `/platform` | Covered by `specs/304-tenant-panel-dead-code-retirement/` |
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| `Admin Workspace Navigation & Tenant-owned Surface Repair candidate group` | `docs/product/spec-candidates.md` | historical sequencing group; most items promoted and implemented | F | Inventory cutover, route audit, groups cutover, and tenant-panel retirement already moved through Specs `301`-`304`. Only `navigation-contract-split` remains conditional. | Keep only as historical grouping plus one conditional residual. | `/platform` | Covered by Specs `301`-`304`; conditional residual only |
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| `Decision Register Evidence / OperationRun Link Polish` | `docs/product/spec-candidates.md` | historical item, implemented | F | Explicitly marked historical and covered by `specs/307-*`. | Drop from active candidate logic. | `/platform` | Covered by Spec `307` |
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| `Decision Register Customer-Safe Summary / Review-Pack Inclusion` | `docs/product/spec-candidates.md` | historical item, implemented | F | Explicitly historical and covered by `specs/308-*`. | Drop from active candidate logic. | `/platform` | Covered by Spec `308` |
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| `Commercial Entitlements & Billing-State Lifecycle v1` / `Billing & Subscription Truth Layer v1` | `docs/product/spec-candidates.md` | stale open candidate; later package exists with completed task markers | F | The remaining commercial truth lane has already been turned into `specs/274-billing-subscription-truth/` over the earlier 247/251 foundation. | Drop from candidate queue; treat future portal/self-serve work separately. | `/platform` | Covered by `specs/274-billing-subscription-truth/` |
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| `Customer-Facing Localization v1` / `Customer-Facing Localization Adoption v1` | `docs/product/spec-candidates.md` | stale open candidate; later packages exist with completed task markers | F | Covered by `specs/275-customer-facing-localization-adoption/` and neutralization follow-through in `specs/286-ui-copy-ia-localization-neutralization/`. | Drop from active queue; future external-surface wording belongs elsewhere. | `/platform` | Covered by Specs `275` and `286` |
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| `External Support Desk / PSA Handoff v1` | `docs/product/spec-candidates.md` | v1 candidate already promoted; broader sync still separate | F | Bounded v1 is already covered by `specs/256-external-support-desk-handoff/`. Remaining ITSM sync ambitions are a separate expansion lane. | Drop the v1 candidate; keep later sync only as future feature-expansion work. | `/platform` | Covered by Spec `256` |
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| `Cross-Tenant Compare & Promotion with Lineage v1` | `docs/product/spec-candidates.md` | split across existing compare and promotion packages | F | Compare preview/preflight and promotion execution already live in `specs/043-*` and `specs/264-*`. | Drop as a standing candidate; use the existing spec packages instead. | `/platform` | Covered by Specs `043` and `264` |
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| `Governance Service Packaging v1` | `docs/product/spec-candidates.md` | v1 candidate already promoted and implemented in bounded form | F | Covered by `specs/260-governance-service-packaging/`. | Drop the v1 candidate; keep only later recurring-delivery expansion if needed. | `/platform` | Covered by Spec `260` |
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| `Enterprise Access Boundary & Support Access Governance v1` | `docs/product/spec-candidates.md` | stale open candidate; later package exists with completed task markers | F | Support-access governance moved into `specs/276-support-access-governance/`. | Drop from active queue. | `/system` | Covered by Spec `276` |
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| `Private AI Execution Governance Foundation v1` | `docs/product/spec-candidates.md` | foundation already spec-backed and repo-real | F | Covered by `specs/248-private-ai-policy-foundation/`; the real open question is a first governed runtime consumer. | Drop the foundation candidate; keep runtime-consumer follow-up separately. | `/platform` | Covered by Spec `248` |
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| `Workspace, Tenant & Managed Object Lifecycle Governance v1` | `docs/product/spec-candidates.md` | historical/manual-promotion item already promoted to taxonomy-first package | F | Explicitly superseded by `specs/262-lifecycle-governance-taxonomy/`. | Drop from active candidate logic. | `/platform` | Covered by Spec `262` |
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| `Workspace-first / ManagedEnvironment Core Cutover candidate pack` | `docs/product/spec-candidates.md` | candidate pack has already been split into concrete spec series | F | As a single candidate pack it is obsolete; the real work now lives in prepared/implemented packages `279`-`287`. | Replace pack-level queue entry with the concrete spec-series truth. | `/platform` | Covered/split into Specs `279`-`287` |
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| `OperationRun Activity Feedback & UI Governance candidate group` | `docs/product/spec-candidates.md` | umbrella lane partly split into concrete specs and audit packages | F | Core follow-through already split into `specs/268-*`, `specs/270-*`, `specs/271-*`, `specs/272-*`, and the docs-only audit `specs/278-*`. | Do not keep the umbrella candidate active; use the split follow-up lanes only. | `/platform` | Covered/split |
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| `environment-helper-naming-follow-through` / `tenant-helper-naming-cleanup` | `docs/product/spec-candidates.md` | low-value cleanup candidate | G | Cleanup is real but not a productization gate. It should only move if it unblocks fresh implementation or prevents proven drift. | Defer. | `/platform` | Cleanup backlog only |
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| `First Governed AI Runtime Consumer v1` | `docs/product/spec-candidates.md` | valid but later strategic follow-up | G | The foundation exists, but this is not required before the current platform productization gaps close. | Defer behind platform-critical operator workflow work. | `/platform` | Later AI roadmap |
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| `291 Virtual Consultant / External Portal Guidance v1` | `docs/product/spec-candidates.md`; `docs/product/roadmap.md` | roadmap-only external-surface idea | D | This is explicitly an external/portal concept, not the next Filament platform slice. | Move to a future `/customerportal` roadmap line. | `/customerportal` | Deferred customer-portal line |
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| customer-facing review history / evidence download center / accepted-risk self-serve | boundary inferred from repeated portal non-goals across `specs/259-*`, `specs/260-*`, `specs/326-*`, `specs/342-*`, `specs/343-*`, `specs/344-*` | not an active platform candidate; repeatedly deferred | D | Repo history consistently says these should not be smuggled into `/platform` while the operator plane is still being productized. | Defer explicitly to `/customerportal`. | `/customerportal` | Future portal roadmap, not current platform queue |
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| website pricing / public docs / lead capture | roadmap-adjacent, not active product candidate queue | not a platform candidate | E | Public marketing, pricing, and lead-gen belong to the separate website app, not the Filament control plane. | Move to `/website` planning only. | `/website` | Website roadmap only |
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## Coverage Notes
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- The table above classifies:
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- current manual-promotion candidates from `docs/product/spec-candidates.md`,
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- grouped UI-audit implementation lanes from `docs/ui-ux-enterprise-audit/grouped-follow-up-candidates.md` and `docs/ui-ux-enterprise-audit/follow-up-specs/325-strategic-target-image-implementation-candidates.md`,
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- explicit external-surface ideas that must not drift into `/platform`.
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- Historical `Promoted to Spec` entries in `docs/product/spec-candidates.md` were not re-listed one by one because the source file already classifies them as historical promotions rather than open candidates. Where an item still appeared open elsewhere, this report reclassified it explicitly.
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