docs(roadmap): feature-complete plan for v0.1, 10 phases from visual-countdown through Corbie rename + release

docs/roadmap/2026-04-23-corbie-feature-complete-roadmap.md

@@ -0,0 +1,267 @@
+---
+name: Corbie — feature-complete roadmap
+description: Build plan from 2026-04-23 baseline to full feature-complete v0.1 release
+type: roadmap
+tags: [roadmap, planning, corbie, release]
+created: 2026/04/23
+status: active
+author: Wren (CORBEL's resident agent) on behalf of Jake Sames
+---
+
+# Corbie — Feature-Complete Roadmap
+
+> **What Corbie is.** A local-first, cognitive-load-aware dictation + task-capture desktop app. Vulkan-accelerated Whisper / Parakeet speech-to-text, a local LLM (Qwen3 tiers) for transcript cleanup and task extraction, an MCP server for integration with Claude Desktop / Cline / Cursor, and a UI designed around ADHD / executive-dysfunction needs. Tauri 2 + Svelte 5 + Rust. Zero telemetry.
+>
+> **Formerly known as Kon.** Rebrand in flight; repo names at `jakejars/kon` + `git.corbel.consulting/jake/kon` still carry the Kon name and will rename together with the codebase sweep in the final phase.
+
+## Baseline — where we are (2026/04/23)
+
+**Core MVP (from `docs/brief/feature-set.md`):** 9 of 10 complete.
+
+One gap: **visual time representation** (the spec's "#1 community-requested feature" — shrinking colour disks / progress rings, externalising time passage). The rest — local transcription, auto-populating tasks, WIP limits, history + search, light/dark theming, templates, vocabulary profiles, file upload, open-format markdown export — all shipped.
+
+**Post-MVP (designed, not yet prioritised):** 1 of 9 complete.
+
+MicroSteps is shipped; its "just-start" timer button emits an event that currently has no listener anywhere in the codebase. The differentiating ADHD-specific features (Margot nudges, energy-aware sequencing, rituals, if-then intentions, forgiving gamification, TTS, human-in-the-loop feedback) are all documented in the brief but not started.
+
+**Release-blockers:** 1 — RB-08 macOS power-assertion, pending manual verification on a real Mac (Jake's friend Rachmann has a Mac and can run this offline).
+
+**Workspace state:** main is clippy-zero-warnings, 245/245 tests passing, fmt clean, svelte-check clean, npm build clean. Three dependabot bumps landed this session plus a clippy cleanup pass and a needless_range_loop refactor. One orphan design-system WIP branch parked on github as archive.
+
+## Approach
+
+> **Layer 1 first** (per Jake's standing rule): build the features roughly, in series, through Phase 1 – Phase 8. Do polish passes in Phase 9 and QC + release in Phase 10. **Do not mix make-it-work and make-it-neat passes** — every phase ships end-to-end (event wired, UI rendered, store state committed, tests updated) but does not chase aesthetic polish until Phase 9.
+
+> **Ordering rationale.** Phase 1 closes the Core MVP gap and unblocks the already-half-wired just-start timer. Phase 2 enables model improvement by collecting human feedback — useful even while later phases are being built. Phases 3–8 build the differentiating ADHD-specific features from highest-utility-per-effort to lowest. Phase 9 is polish debt. Phase 10 is release prep (including Rachmann's RB-08 verification and the Kon → Corbie codebase rename).
+
+---
+
+## Phase 1 — Visual countdown + Just-Start timer
+
+**Why now.** Closes the one remaining Core MVP gap. Unblocks the dangling `kon:start-timer` emit from MicroSteps. Directly combats time blindness, which the brief names as the single biggest lever for the target audience.
+
+**Scope.**
+- `FocusTimer.svelte` — a progress-ring countdown component. Shrinking colour ring (not digital). Subtle colour shift across the last 15%. Remaining time label inside the ring for users who want the number; small enough that the ring dominates the visual field.
+- `focusTimer.svelte.ts` store — single active timer, running / paused / completed state, elapsed / remaining computed, event dispatch on state transitions.
+- Mount in `+layout.svelte` so the timer persists across page navigation (dictation → tasks → settings).
+- Listener for `window` event `kon:start-timer` with `{ durationSeconds, label }` payload.
+- Trigger from MicroSteps row (already exists). Trigger from task-row context button (new).
+- Floating position top-right of main content, above everything, not intrusive when idle (hidden until a timer is running).
+- On completion: gentle chime + 3-second ring flourish + OS notification via `tauri-plugin-notification`. No modal. No guilt copy.
+- Store survives window close/reopen via localStorage.
+
+**Out of scope for Phase 1.** Rhythmic voice anchoring (part of Margot, Phase 6). Custom-duration picker (fixed 2 / 5 / 10 / 15 min presets for now). Multi-timer UI.
+
+**Acceptance.** From a MicroStep row, clicking the timer button (a) shows the ring visible somewhere on screen, (b) it counts down, (c) at 0 it fires completion + notification, (d) works across page switches, (e) survives a window close + reopen mid-countdown.
+
+**Estimated effort.** Half day.
+
+---
+
+## Phase 2 — Human-in-the-loop feedback
+
+**Why here.** AI output quality is the single biggest determinant of whether Corbie feels useful. Thumbs-up / thumbs-down on AI-generated micro-steps and task extractions costs almost nothing to add and gives us a feedback corpus the moment anyone uses it. Enables later retraining / prompt tuning.
+
+**Scope.**
+- Thumbs-up / thumbs-down buttons on every AI-generated item (micro-step row, extracted task, cleanup paragraph).
+- "Edit" path already exists for text; the feedback is additive.
+- `feedback` table in SQLite: `item_id`, `item_type`, `rating`, `timestamp`, optional `correction_text`.
+- Rust command `record_feedback` + `list_feedback` (for later export).
+- No UI surface for viewing feedback yet. Just capture. A future export pass to JSONL feeds prompt-engineering or fine-tuning.
+
+**Out of scope.** Retraining loop, per-user profile adjustment, any UI to view feedback history.
+
+**Acceptance.** Thumbs visible on AI-generated items. Clicking records to SQLite. `cargo test` on storage covers migration + insert + list.
+
+**Estimated effort.** Half day to 1 day.
+
+---
+
+## Phase 3 — Energy-aware task sequencing
+
+**Why here.** Next-highest-utility post-MVP feature. Replaces the cut-for-OS-reasons temptation-bundling feature. Small surface, clear user-facing outcome.
+
+**Scope.**
+- `energy` column on tasks: nullable enum `High | Medium | BrainDead`.
+- Migration + Rust CRUD.
+- Tag chip on task rows; tap to cycle / set.
+- Sort / filter option on the tasks page: "Match my energy" → AI surfaces tasks matching a user-set current energy, falls back to `Medium` if unset.
+- No automatic energy detection. Pure user input.
+
+**Out of scope.** Time-of-day heuristics, calendar integration, AI-predicted user energy.
+
+**Acceptance.** User tags a task, sets their current energy via a header control, tasks page filter respects it.
+
+**Estimated effort.** 1 day.
+
+---
+
+## Phase 4 — Read Page Aloud (TTS)
+
+**Why here.** Small and self-contained. Engages auditory processing which the brief specifically calls out as a retention lever for the target audience. Uses OS-native TTS (no new dependencies, no model download). Clean single-tap affordance.
+
+**Scope.**
+- Rust command `tts_speak(text: String, rate: f32, voice: Option<String>)` — platform dispatch:
+  - Linux: `spd-say` (speech-dispatcher is available on most distros; graceful fallback to `espeak` if missing).
+  - macOS: `say` (built in).
+  - Windows: PowerShell `System.Speech.Synthesis.SpeechSynthesizer`.
+- Small "speaker" icon on any text view (transcript viewer, micro-step list, cleanup result).
+- Single-tap play; second tap stops. No pause/resume in v1.
+- Settings: voice picker (populated from OS), rate slider (0.5–2.0).
+
+**Out of scope.** Premium voices. Cloud TTS. Concurrent-speaking queue. SSML.
+
+**Acceptance.** Tap speaker icon on a transcript → hear it read on Linux + expected-to-work-on macOS+Windows (test matrix in Phase 10).
+
+**Estimated effort.** Half day.
+
+---
+
+## Phase 5 — Start / shutdown rituals
+
+**Why here.** Meaningful UX but larger surface. Needs calm copy, gentle flow, and a default-off toggle because rituals can feel parental if not optional.
+
+**Scope.**
+- Morning triage: on first launch after 06:00, show a modal / dedicated page: "yesterday's incomplete tasks" (from SQLite query: `completed = false AND created_at < today`), with checkbox pick-list, and "pick 1–3 for today" constraint that refuses selections > 3.
+- Evening shutdown: user-triggerable (not scheduled) review: "what got done today", "open loops to close", "separate work from rest" copy. No automation; ritual as reflection.
+- Both off by default in settings. When off, no modal, no pressure.
+- Skip-for-today button on morning triage; never shows guilt copy.
+
+**Out of scope.** Calendar integration, automatic sleep detection, weekly / monthly reviews.
+
+**Acceptance.** Morning modal shows correct tasks. Selecting > 3 is prevented with a gentle message. Skip works and doesn't re-prompt same day. Evening shutdown opens a reflective page, doesn't block closing the app.
+
+**Estimated effort.** 1 – 2 days.
+
+---
+
+## Phase 6 — Soft-touch nudging (Margot protocol)
+
+**Why here.** This is the big differentiator and it's intentionally scheduled late because it depends on the phases before it (it nudges *about* tasks, timers, rituals) and on a careful copy pass to not feel like a push notification. The brief explicitly calls out: reminders must not function as standard push notifications; they must be anticipatory guidance.
+
+**Scope.**
+- Context-aware trigger engine in Rust: watches activity signals (keyboard activity, active window, last-interaction timestamp) and fires `nudge` events when triggers match.
+- Trigger set for v1: `inactivity_with_active_timer` (timer running, no UI interaction for 90 s), `pending_morning_triage` (past 10:00 and triage untouched), `micro_step_idle` (micro-step generated, not acted on within 15 min).
+- Delivery: OS notification via `tauri-plugin-notification`. Platform sounds: `Glass` on macOS, `message-new-instant` on Linux, `Default` on Windows. Haptic cue on mobile (not yet in scope; desktop first).
+- Suppression rules: no nudge if user typed in last 5 s, no nudge during a running timer's first 60 s, hard cap at 3 nudges per hour, instant mute button in settings.
+- Rhythmic voice anchoring: piggy-back on Phase 4 TTS. Optional "speak nudges aloud" toggle. Default off. When on, short calm lines ("Time to move on", "Your list is still here"). No branding voice, no personality yet — that's a Phase 9 polish item.
+
+**Out of scope.** Custom trigger editor (user-facing rule UI is Phase 7). Cross-device delivery. Biometric signals (HRV, fidget detection, etc.). Any Margot-as-character visual.
+
+**Acceptance.** Nudges fire on each trigger in a dogfood walkthrough. Suppression rules observed. Mute button kills everything immediately.
+
+**Estimated effort.** 1 – 2 days.
+
+---
+
+## Phase 7 — Implementation intentions (if-then automation)
+
+**Why here.** Leans on Phase 6's trigger engine. The user-facing rule editor is its own thing, but the execution path is the nudge pipeline with user-defined conditions.
+
+**Scope.**
+- Rule editor UI: minimal. `if [when-condition], then [action]`.
+- When-conditions for v1: `time of day = HH:MM`, `after a task completes`, `morning triage finishes`.
+- Actions for v1: `surface task X`, `start a 5-min timer`, `speak a line aloud`.
+- Rules stored in SQLite. On/off per rule. Global mute respected.
+- No location triggers (desktop app, no geolocation). No app-running detection in v1 (fragile cross-platform; revisit in v0.2).
+
+**Out of scope.** Calendar triggers, cross-app automation, macro-style action chains, shared/community rules.
+
+**Acceptance.** User can write "at 09:00, speak 'time to plan the day' and surface inbox", save it, and have it fire next morning at 09:00. Delete works.
+
+**Estimated effort.** 1 day.
+
+---
+
+## Phase 8 — Forgiving gamification
+
+**Why here.** Last feature phase because it's the lowest-risk and the furthest from make-or-break. Neatly rounds out the spec list.
+
+**Scope.**
+- Completion count per day (non-punitive: no streaks, no chain-breaking). "You've completed 4 tasks today. Three in the afternoon. Want to call it?"
+- Grace days: the badge logic ignores up-to-3 consecutive days of no activity without reset.
+- Visual: soft-edged numeric badges on the tasks header, no leaderboards, no social comparison.
+- Zero loss language. Never "you lost your streak". Framing is always "look what you did".
+
+**Out of scope.** Leaderboards. Shared challenges. Streak repair purchases. XP systems.
+
+**Acceptance.** Complete 3 tasks → header shows "3 today". Open the app after 4 days off → no negative framing, header reads today's count only.
+
+**Estimated effort.** Half day to 1 day.
+
+---
+
+## Phase 9 — Polish debt
+
+> **All Phase 9 work is paused until Phase 1 – Phase 8 are closed.** Per Jake's rule: features first, polish second.
+
+**Contents.**
+- File-system `.md` save dialog (replace clipboard-only export). Rust `write_text_file` command; platform dialog via `tauri-plugin-dialog`.
+- Bulk select + bulk export in History.
+- LLM-powered content tags (`topic:*`, `intent:*`). Slot into the existing `kon-llm` stub.
+- Settings UX overhaul: bundle high-traffic settings into a "Start here" group; hide advanced behind a disclosure.
+- Visual polish pass on all Phase 1 – Phase 8 surfaces: spacing, typography, motion curves, colour, dark-mode parity.
+- Accessibility pass: keyboard navigation, screen reader labels, focus order, colour contrast audit against WCAG AA.
+
+**Estimated effort.** 1 – 2 days.
+
+---
+
+## Phase 10 — QC + rename + release
+
+**Prerequisite:** Phase 1 – Phase 9 complete.
+
+**QC block.**
+- Full dogfood walkthrough: record a real brain-dump → clean transcript → task extraction → micro-step one task → run a focus timer → tag energy → complete → check evening shutdown.
+- RB-08 macOS power-assertion verification: **Rachmann runs this offline** on his Mac. He runs `pmset -g assertions` while a live session is active; expected: entry for `PreventSystemSleep` attributed to Corbie's bundle id. Once confirmed, mark RB-08 closed and delete `docs/issues/power-assertion-macos-objc2.md` or move to resolved.
+- Cross-platform build matrix (CI already runs): Linux / macOS / Windows, ensure all three are green.
+- Accessibility regression check: keyboard-only traversal of each new surface.
+- Freshly-clean install test on a spare user account: no stray data leaks from dev.
+
+**Kon → Corbie codebase rename sweep.** Runs after QC once Jake has renamed the two repos:
+- `package.json` name `kon@0.1.0` → `corbie@0.1.0`.
+- Cargo crate names: `kon`, `kon-audio`, `kon-storage`, `kon-transcription`, `kon-llm`, `kon-ai-formatting`, `kon-core`, `kon-cloud-providers`, `kon-hotkey`, `kon-mcp` → `corbie-*`. Mass-rename via `Cargo.toml` + `use`-path sweep.
+- Binary + product names: `src-tauri/tauri.conf.json`, bundle identifier, `.desktop` file, Windows product name, macOS bundle name.
+- Install paths: `~/.local/share/kon/` → `~/.local/share/corbie/`. **Migration shim required**: first-run check for old dir, move contents, write a sentinel. Document in the release notes.
+- Database filename: `kon.db` → `corbie.db`. Handled by the same migration shim.
+- Window titles, tray tooltip, About-dialog text, README body, docs/brief/ references where they refer to the product (leave historical brief content talking about "Kon" as-is — it's a historical document).
+- Event names: `kon:start-timer` → `corbie:start-timer` and similar. Kept `kon:` through Phase 1 – Phase 9 so any dogfood doesn't need to re-learn them mid-cycle.
+- Logs, error messages, user-facing copy.
+- Remotes: `ssh://git.corbel.consulting:2222/jake/kon.git` + `github.com:jakejars/kon.git` → `…/corbie.git` on both, after Jake has clicked rename in the web UIs. Update `git remote set-url` locally.
+
+**Release.**
+- Bump `Cargo.toml` and `package.json` to `0.1.0`. Tag `v0.1.0` on the commit.
+- Write `CHANGELOG.md` (seed it with everything from this roadmap's phases).
+- Write release notes in plain language — what it does, who it's for, the data-migration note.
+- Push tag to both remotes. GitHub Actions release workflow (already in place for cross-platform CI) should auto-build artefacts for Linux / macOS / Windows.
+
+**Estimated effort.** 1 day (QC + rename + release ceremony), plus Rachmann's slot on his Mac (parallel, not blocking).
+
+---
+
+## Totals
+
+- Phase 1 – 8 feature build: **6.5 – 9.5 days** of focused work
+- Phase 9 polish: **1 – 2 days**
+- Phase 10 QC + rename + release: **1 day + Rachmann's Mac session**
+
+**Total to v0.1.0 feature-complete release:** **~9 – 13 days of focused work**, depending on how much polish time Jake wants in Phase 9.
+
+## Explicit non-goals
+
+- Mobile apps. Corbie is desktop-first; a mobile companion is post-v0.1.
+- Cloud sync. Local-first is the floor, not a feature. Sync is out of scope through v0.1.
+- Premium voices, paid tiers, subscription. Licensing + monetisation is a separate track tracked in memory `project_marketplace_creem`.
+- AI body doubling (low-fi focus rooms) — validated but parked to post-v0.1.
+- Temptation bundling — cut (OS-integration impossible cross-platform; replaced by Phase 3 energy-aware sequencing).
+
+## Anchors
+
+- Spec: [docs/brief/feature-set.md](docs/brief/feature-set.md) + [docs/brief/design-principles.md](docs/brief/design-principles.md)
+- Current baseline: this session's HANDOVER.md
+- Rebrand memory: `~/.claude/projects/-home-jake-Documents-CORBEL-Main/memory/project_corbie_rebrand.md`
+- Release-blocker index: [docs/issues/README.md](docs/issues/README.md)
+
+---
+
+*This roadmap is a living document. Update it at the end of each phase with actuals vs estimates and any scope revisions.*