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107 changes: 107 additions & 0 deletions docs/LIVE_PROJECT_ROADMAP_MANAGEMENT_V1.md
Original file line number Diff line number Diff line change
Expand Up @@ -153,6 +153,113 @@ is distinct, authorized and budgeted. Closing a tab stops its polling only, not
server work. Offline caches are redacted, scoped and read-only; old browser
eligibility never authorizes an operation after reconnect.

## Project-loop authority refinement — 17 September 2026

Refinement `PROJECT_LOOP_AUTHORITY_2026_09_17` follows the owner-requested Forge
contract addition, observed against Forge
`107936d56223a3fa9fef4b6d2ac6b831d97ff9d2` and Workspace
`eb6c656a92d71666cb493059d517fd174857855d`. These are documentary bases, not
installation or activation evidence. The interface must distinguish autonomy
inside an approved Mission from permission to select another product objective.
Mission 3 remains its separately defined single-Mission multi-Action test;
this project-loop design neither expands that test nor claims it has passed.

### Three planned modes and independent decisions

| Planned project mode | User-facing meaning | What is not implied |
| --- | --- | --- |
| MISSION_RELEASE | Autonomously execute one specifically approved and released Mission; show proposed follow-up work | Completion does not start the next Candidate |
| APPROVED_WORKLIST | Continue through an exact approved workset under its approved order or explicit selection rule | New findings do not join the workset or jump the queue |
| DELEGATED_DEVELOPMENT | Develop within explicitly delegated product goals, scope, decision roles and remaining limits | Selecting the mode creates no grant, approval, merge or deployment authority |

These are target policy terms, not existing lifecycle enums or currently enabled
controls. The design recommends MISSION_RELEASE by default but changes no active
setting. Show the effective mode, policy revision, actual grant, remaining limits
and why a requested mode is unsupported or waiting. A full-autonomy toggle without
qualified delegated decision support must not be presented as effective authority.
Required personal human gates remain visible and blocking; a model cannot sign
as the human or approve its own exception.

Keep four decisions visibly separate: approve exact scope, approve committed
priority/workset, release for start, and observe actual activation. A valid
Business/Architecture decision is not requested a second time just to release.
AUTO_WHEN_ELIGIBLE remains release of already-approved work, not permission to
approve new Candidates. Intermediate review cadence is independent of these modes.

Business evaluates value/cost/timing; Architect evaluates technical scope, risk
and dependencies. One person may hold both roles without collapsing their decision
records. Workspace routes decisions to the owning Forge service; it does not
make itself the approval authority or infer a decision from a chat sentiment.

### Recommendation versus committed execution order

Show distinct recommended and committed order, exact workset membership, per-item
approved revision, release state and selector policy. A changed recommendation
gets a reason and impact preview, not an automatic execution reorder.
The authorized user may select any eligible item instead of the top recommendation;
show blocking prerequisites rather than offering a bypass for ineligible work.
A saved list sort or drag preview is not an applied priority decision.

Default workset behavior waits on an ineligible next item. Skipping/reordering is
allowed only by its explicitly approved selector. Add/remove/reorder requests bind
exact subjects, before/after revisions, actual actor/role and idempotency identity.
Readback confirms application; stale clicks and concurrent changes cannot silently
expand the selected set. After exhaustion show idle plus proposals, not an invented
next Mission. Do not pre-check all future Candidates in a bulk approval control.

Example, not live state:

```text
M1 delivered and reconciled.
Committed next: approved M2, automatic release authorized.
New finding: Candidate C7; Forge recommends priority above M2.
Decision needed: Business/Architecture assessment and workset amendment.
Until decided: C7 does not execute or replace M2.
```

### Findings and their disposition

The Changes view distinguishes current acceptance defects from optional future
work. Moving an unmet criterion to a Candidate cannot make the current Mission
pass. Out-of-scope non-blocking findings are evidence-linked proposals, retaining
origin Action/run/candidate, impact, uncertainty and prior dispositions.

Offer authorized refine/approve/defer/reject/accept-risk actions through the owning
contracts; do not invent a universal acceptance role. Preserve duplicate links,
rejection and accepted-risk reasons. Materially new evidence may propose reopening,
not silently erase a previous decision. An urgent scoped safety stop does not grant
authority to build the suggested broader fix. Completed Mission and unresolved
non-blocking Candidates may legitimately coexist.

### Runtime facts and canonical repository publication

Display approval, admission, execution, partial results, block/failure/cancellation,
reconciliation and acceptance with their separate evidence and timestamps. Automatic
factual refresh is not roadmap direction approval. A capability can have several
contributing Missions and a Mission can contribute to several capabilities;
counts of completed Missions do not prove capability acceptance.

Show both the latest Forge runtime snapshot and the canonical repository's last
published roadmap snapshot, including source revision, projection operation and
freshness. Pending/conflicting publication does not erase proven delivery. Allow
inspection of the bounded publication diff and receipt where authorized; no browser
filesystem patch or silent human-text replacement. Repository publication is routed
through the existing authorized EP delivery owner, not a new Workspace scheduler.
A projection-only commit cannot create another product Mission or an endless update.

### Rollout and evidence

PRM-W-DECISIONS covers mode, workset and finding decisions; PRM-W-SYNC covers dual
freshness/publication evidence. Existing read-only views and basic management may
ship before full delegated mode. Each control advertises only the qualified owning
subset and actual role authority. Source docs do not enable delegation.

The shared PMT-25..36 cases extend the existing registry. Prove human-selected
non-top work, unapproved high-priority findings not entering a released workset,
expired/revoked delegation, stale amendments, all lifecycle outcomes and repository
publication conflicts. No internal approval stubs or test-driver orchestration.
Headless Forge continuation remains independent of an open Workspace tab.

## UI, API and evidence requirements

Use the common EP-aligned design system, two themes, en/nl/de/fr/es, accessible
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