docs(roadmap): reconcile current implementation status

docs/PRODUCTION_READINESS_HANDOFF_ROADMAP.md

@@ -106,7 +106,7 @@ Acceptance criteria:
 
 Goal: remove roadmap drift so agents do not chase already completed or obsolete work.
 
-- [ ] **P1.1** Reconcile `docs/ROADMAP.md` with actual implemented status for product identity, ports, CRUD, tests, Docker, CI, MCP, Smart Actions, intake, Palace, and platform integrations. Commit:
+- [x] **P1.1** Reconcile `docs/ROADMAP.md` with actual implemented status for product identity, ports, CRUD, tests, Docker, CI, MCP, Smart Actions, intake, Palace, and platform integrations. Commit: `pending`; Verified: `git diff --check`; roadmap now reflects NoteLett identity, port `4016`, implemented CRUD/MCP/review/search/mobile/platform surfaces, and the active May 5 Palace/LLM/lint/smoke blockers instead of March draft checkboxes.
 - [ ] **P1.2** Update `AGENTS.md` with current module list, endpoint list, test counts, route modules, containers, shared packages, and verification commands. Commit:
 - [ ] **P1.3** Update `README.md` quick start with required common-platform services, auth expectations, Docker path, local memory mode, and production env requirements. Commit:
 - [ ] **P1.4** Mark stale `docs/GAP_ANALYSIS.md`, `docs/AGENT_TASK_ROADMAP.md`, and older reuse roadmaps as historical or reconcile their open items with this roadmap. Commit:

docs/ROADMAP.md

@@ -1,9 +1,9 @@
 # NoteLett — Master Roadmap
 
 Version: 2.0
-Date: March 10, 2026
-Status: Draft
-Companion Docs: `docs/PRD.md`
+Date: May 5, 2026
+Status: Production-readiness alignment in progress
+Companion Docs: `docs/PRD.md`, `docs/PRODUCTION_READINESS_HANDOFF_ROADMAP.md`
 
 # 1. Purpose
 
@@ -48,13 +48,13 @@ Detailed implementation plans live under `docs/roadmaps/`.
 
 # 3. Roadmap Document Index
 
-- [ ] `docs/roadmaps/00_MASTER_EXECUTION_PLAN.md`
-- [ ] `docs/roadmaps/01_FOUNDATIONS_AND_DECISIONS.md`
+- [x] `docs/roadmaps/00_MASTER_EXECUTION_PLAN.md`
+- [x] `docs/roadmaps/01_FOUNDATIONS_AND_DECISIONS.md`
 - [x] `docs/roadmaps/02_BACKEND_ROADMAP.md`
 - [x] `docs/roadmaps/03_WEB_ROADMAP.md`
 - [x] `docs/roadmaps/04_MOBILE_ROADMAP.md`
 - [x] `docs/roadmaps/05_MCP_AGENT_ROADMAP.md`
-- [ ] `docs/roadmaps/06_PLATFORM_INTEGRATIONS_ROADMAP.md`
+- [x] `docs/roadmaps/06_PLATFORM_INTEGRATIONS_ROADMAP.md`
 - [x] `docs/roadmaps/07_QA_RELEASE_DOCS_ROADMAP.md`
 - [x] `docs/WEB_AI_FAST_ROADMAP.md` — web product phases (AI-fast velocity, retrieval, copilot, sharing)
 
@@ -72,16 +72,16 @@ Detailed implementation plans live under `docs/roadmaps/`.
 
 ### Checklist
 
-- [ ] product name finalized
-- [ ] `productId` finalized
-- [ ] backend port assigned
-- [ ] domain / bundle identifiers assigned
-- [ ] token namespace requested
-- [ ] mobile path confirmed as React Native MVP
-- [ ] repo folder structure finalized
-- [ ] initial Cosmos container strategy defined
-- [ ] operator vs shared admin boundary defined
-- [ ] PRD and roadmap aligned
+- [x] product name finalized: NoteLett
+- [x] `productId` finalized: `notelett`
+- [x] backend port assigned: `4016`
+- [x] domain / bundle identifiers assigned: `notelett.app`, `com.bytelyst.notelett`, `com.notelett.app`
+- [x] token namespace requested through `--nl-*` CSS variables and `NoteLettTheme`
+- [x] mobile path confirmed as React Native + Expo MVP
+- [x] repo folder structure finalized across `backend/`, `web/`, `mobile/`, `shared/`, and `docs/`
+- [x] initial Cosmos container strategy defined for notes, workspaces, relationships, tasks, artifacts, agent actions, saved views, prompts, schedules, webhooks, collaborators, shares, versions, intake, and Palace data
+- [x] operator vs shared admin boundary defined: NoteLett product logic remains repo-local; auth, flags, telemetry, diagnostics, billing, blob, extraction, MCP, and shared packages come from `learning_ai_common_plat`
+- [x] PRD and roadmap aligned for product identity and active production-readiness handoff; older historical docs still need P1.4 reconciliation
 
 ### Owner Docs
 
@@ -101,9 +101,9 @@ Detailed implementation plans live under `docs/roadmaps/`.
 - [x] web app boots with authenticated shell
 - [x] backend boots with health and first modules
 - [x] mobile app boots with auth and navigation shell
-- [ ] notes CRUD works end-to-end
-- [ ] workspaces CRUD works end-to-end
-- [ ] first telemetry events are flowing
+- [x] notes CRUD works end-to-end across backend clients, web note detail/editor, mobile capture/detail/edit, and MCP write paths
+- [x] workspaces CRUD works end-to-end across backend clients, web workspace surfaces, and mobile workspace store/API
+- [x] first telemetry events are wired through shared web/mobile platform clients; production smoke verification remains tracked in `docs/PRODUCTION_READINESS_HANDOFF_ROADMAP.md`
 
 ### Owner Docs
 
@@ -122,13 +122,13 @@ Detailed implementation plans live under `docs/roadmaps/`.
 
 ### Checklist
 
-- [ ] note CRUD complete
-- [ ] workspace switching and permissions work
-- [ ] note relationships work
-- [ ] tasks can be extracted and linked
-- [ ] artifact upload/download works
-- [ ] mobile quick capture and retrieval are functional
-- [ ] audit log exists for important write paths
+- [x] note CRUD complete for backend/web/mobile core surfaces
+- [x] workspace switching and product-scoped permissions are implemented for current MVP surfaces; production membership hardening remains in P3/P5
+- [x] note relationships work through backend routes, web link modal/panels, and MCP linking
+- [x] tasks can be extracted and linked through backend routes, MCP task extraction, and web/mobile review surfaces
+- [x] artifact upload/download works through shared blob client wrappers and backend artifact records
+- [x] mobile quick capture and retrieval are functional through backend-backed stores and API clients
+- [x] audit log exists for agent/MCP write paths and review flows
 
 ### Owner Docs
 
@@ -148,11 +148,11 @@ Detailed implementation plans live under `docs/roadmaps/`.
 
 ### Checklist
 
-- [ ] core MCP tools work end-to-end
-- [ ] agent write paths support approval where required
-- [ ] audit and review UX is functional
-- [ ] extraction-backed workflows have fallback behavior
-- [ ] operator workflows are documented
+- [x] core MCP tools work end-to-end for list, get, search, create draft, update, link notes, extract tasks, and attach artifact
+- [x] agent write paths support approval/audit where required, including dry-run, idempotency key, and correlation ID behavior
+- [x] audit and review UX is functional across web and mobile, including batch review and agent timeline
+- [x] extraction-backed workflows exist for task extraction, summarize/copilot, URL intake, prompts, and related Smart Actions; dependency outage UX remains in P6/P7
+- [x] operator workflows are documented in AGENTS/README and historical progress notes; production runbook remains in P9/P10
 
 ### Owner Docs
 
@@ -170,11 +170,11 @@ Detailed implementation plans live under `docs/roadmaps/`.
 
 ### Checklist
 
-- [ ] search is fast and useful
-- [ ] linked-note navigation is meaningful
-- [ ] retrieval is scoped and explainable
-- [ ] search telemetry is measurable
-- [ ] web UX supports dense knowledge usage
+- [x] search is backend-backed with saved views, seeded query params, and debounced web search
+- [x] linked-note navigation is meaningful through relationship panels, link modal, and note detail hydration
+- [x] retrieval is scoped by workspace/product for current APIs; Palace and RAG production verification remains blocked by current common-platform API drift
+- [x] search telemetry is wired at the client/platform layer; production event taxonomy and smoke checks remain in P2/P9
+- [x] web UX supports dense knowledge usage through dashboard, search, reviews, note detail, prompts, intake, settings, Palace, and chat surfaces
 
 ### Owner Docs
 
@@ -193,11 +193,11 @@ Detailed implementation plans live under `docs/roadmaps/`.
 
 ### Checklist
 
-- [ ] build/test/release flows documented
-- [ ] core smoke tests pass on all chosen surfaces
-- [ ] production-readiness checklist passes
-- [ ] deferred list documented
-- [ ] roadmap status updated after implementation
+- [x] build/test/release flows are documented in AGENTS, README, CI, Docker files, and `docs/PRODUCTION_READINESS_HANDOFF_ROADMAP.md`
+- [ ] core smoke tests pass on all chosen surfaces: current May 5 baseline fails backend typecheck/build/tests and lint; see production-readiness P0.5
+- [ ] production-readiness checklist passes: active work is tracked in `docs/PRODUCTION_READINESS_HANDOFF_ROADMAP.md`
+- [x] deferred list documented in this roadmap and production-readiness baseline inventory
+- [x] roadmap status updated after implementation through May 5 baseline reconciliation
 
 ### Owner Docs
 
@@ -247,23 +247,23 @@ Detailed implementation plans live under `docs/roadmaps/`.
 
 # 6. Suggested First Sprint
 
-- [ ] finalize product identity and mobile path
-- [ ] scaffold `web/`, `mobile/`, and `backend/`
+- [x] finalize product identity and mobile path
+- [x] scaffold `web/`, `mobile/`, and `backend/`
 - [x] implement backend `notes` and `workspaces`
 - [x] build web authenticated shell and note list/detail pages
 - [x] build mobile shell and quick capture
 - [x] define MCP tool schemas for list/get/search/create-draft
-- [ ] wire telemetry, diagnostics, and extraction clients
+- [x] wire telemetry, diagnostics, and extraction clients
 
 # 7. Definition of Done
 
-- [ ] web app supports real end-to-end note workflows
-- [ ] mobile app supports meaningful capture/retrieval for MVP
-- [ ] backend modules are tested and production-shaped
-- [ ] MCP tools exist for core note workflows
-- [ ] shared platform integrations are stable
-- [ ] roadmap, PRD, and build/test commands are aligned
-- [ ] release readiness is documented and repeatable
+- [x] web app supports real end-to-end note workflows
+- [x] mobile app supports meaningful capture/retrieval for MVP
+- [ ] backend modules are tested and production-shaped: many tests exist, but May 5 baseline currently fails because Palace/LLM integrations drifted from local common-platform APIs
+- [x] MCP tools exist for core note workflows
+- [ ] shared platform integrations are stable: clients and package usage exist, but runtime smoke checks and common-platform API alignment remain active production-readiness work
+- [ ] roadmap, PRD, and build/test commands are aligned: this roadmap is reconciled; AGENTS, README, and stale historical docs are handled by P1.2-P1.5
+- [ ] release readiness is documented and repeatable: active production gate remains P8-P10
 
 # 8. Progress Notes
 
@@ -505,6 +505,9 @@ Detailed implementation plans live under `docs/roadmaps/`.
 
 # 9. Current Known Blockers / Deferrals
 
+- **Active production-readiness blocker** — May 5 baseline verification fails backend typecheck/build/tests because NoteLett Palace/embedding/prompt code is out of sync with the local `learning_ai_common_plat` `@bytelyst/palace` and `@bytelyst/llm` APIs. Tracked by `docs/PRODUCTION_READINESS_HANDOFF_ROADMAP.md` P0.5, P2.7, and P5.4.
+- **Active lint blocker** — backend lint is missing `@eslint/js`, web lint has React compiler rule violations, and mobile lint has one unresolved shared billing-client import. Tracked by production-readiness P0.5, P4.3, P7.4, P8.1, and P8.5.
+- **Active runtime smoke gap** — platform-service, extraction-service, mcp-server, blob, telemetry, diagnostics, flags, kill switch, and NoteLett backend health need documented and automated smoke checks. Tracked by production-readiness P2.2-P2.4 and P8.4.
 - ~~**Blocker** — Product identity not finalized~~ **Resolved:** locked as NoteLett (`e1fde25`)
 - ~~**Blocker** — `@bytelyst/react-native-platform-sdk` not wired~~ **Resolved:** platform.ts with telemetry, flags, kill-switch, blob (`878c644`)
 - ~~**Deferred** — Blob-backed artifacts and upload/download flows~~ **Resolved:** SAS-based blob client (`196b210`)