learning_ai_notes/docs/roadmaps/00_MASTER_EXECUTION_PLAN.md

Master Execution Plan

Status: Draft Parent: docs/ROADMAP.md Companion: docs/PRD.md

Workstream Metadata

• Primary Owner

  • product lead / coordinating agent

• Blocked By

  • final product identity decisions
  • final mobile path confirmation

• Unblocks

  • all downstream workstream roadmaps
  • merge sequencing and cross-track coordination

• High-Collision Files

  • docs/ROADMAP.md
  • docs/PRD.md
  • top-level product config files

• Definition of Done

  • master execution order is clear
  • all workstream docs have aligned scope
  • phase exits and handoffs are explicit

Purpose

This document is the execution-level master plan for coordinating all workstreams.

Use it for:

• dependency sequencing,
• cross-track handoffs,
• phase exit checks,
• agent assignment,
• merge-order decisions.

Phase Sequence

Phase 0 — Foundations and Decisions

Tasks

• Finalize product name
• Finalize productId
• Assign backend port
• Define domain / bundle identifiers
• Reserve token namespace
• Confirm React Native MVP path
• Finalize top-level repo structure
• Finalize initial domain object inventory
• Finalize initial container strategy
• Finalize operator vs shared-admin boundary
• Align PRD.md, ROADMAP.md, and all workstream docs

Handoffs

• Backend can begin after API/domain boundaries are stable
• Web can begin after route/page inventory is stable
• Mobile can begin after auth + API shapes are stable
• MCP can begin after note/workspace object definitions are stable
• Platform integrations can begin after dependency list is stable

Phase 1 — Core Skeleton

Tasks

• Scaffold backend service
• Scaffold web app
• Scaffold mobile app
• Wire shared platform clients
• Implement notes and workspaces end-to-end
• Establish auth on all chosen surfaces
• Establish telemetry baseline

Exit Checks

• Web boots with authenticated shell
• Backend boots with health + first modules
• Mobile boots with auth + navigation shell
• Notes/workspaces vertical slice works end-to-end

Phase 2 — Notes MVP

Tasks

• Add note relationships
• Add tasks from notes
• Add artifacts/attachments
• Add better web authoring and knowledge UX
• Add mobile quick capture and lightweight editing
• Add auditable important write paths

Exit Checks

• Human MVP is usable on web
• Mobile MVP is useful for capture/retrieval
• Artifacts/tasks/relationships work
• Auditability exists for key writes

Phase 3 — Agentic Layer

Tasks

• Add product MCP tools
• Add approval workflow
• Add agent action log and review UI
• Add A2A-safe orchestration patterns
• Add fallback-safe enrichment flows

Exit Checks

• MCP core tools work end-to-end
• Approval flow works
• Agent review UX works
• Extraction-backed flows degrade safely

Phase 4 — Search and Retrieval Acceleration

Tasks

• Improve retrieval quality and speed
• Improve relationship-aware navigation
• Improve search filters/views
• Add explainable search/retrieval metadata where useful

Exit Checks

• Search is measurably useful
• Retrieval is scoped and explainable
• Dense knowledge workflows are smooth on web

Phase 5 — Production Readiness

Tasks

• Finalize build/test/release commands
• Finalize smoke checks
• Finalize runbooks and docs
• Finalize deferred list
• Finalize roadmap status

Exit Checks

• Production readiness checklist passes
• Release flow is documented and repeatable
• All workstream docs are updated with final state

Agent Assignment Template

• Agent A — Backend
• Agent B — Web
• Agent C — Mobile
• Agent D — MCP / Agent tooling
• Agent E — Platform integrations
• Agent F — QA / Release / Docs

Merge Order

• Foundations
• Backend core modules
• Web shell and CRUD
• Mobile shell and core flows
• MCP core tools
• Integrations and enrichments
• QA and release hardening