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Roadmap to v2.0 - Constitutional AI Governance Platform

Status: Draft for execution Owner: Helix Core / Custodian

1) Scope and Constraints

This roadmap is grounded in current repo posture and ratified docs:

  • docs/v1.3.0_Roadmap-Dr_Ryan_Critique.md (hardening levers)
  • docs/threat_model_governance_v0.1.md (residual risks)
  • docs/CLOUD_USAGE_AND_MIGRATION_PLAN.md (local-first migration)
  • docs/UI_SPEC_DASHBOARD.md (audit/ops transparency UX)
  • docs/sre_manual_v1.md (liveness + hotfix SLOs)
  • docs/STATE_OF_THE_REEF_2026-02-23.md (expansion recommendations)

Non-negotiables:

  • Human custodial sovereignty and non-agency invariants remain binding.
  • Cloud remains optional scaffolding; architecture must stay self-hostable.
  • Security posture and forensic auditability are release gates, not stretch goals.

Explicit de-scope:

  • Video processing is removed from the roadmap.

2) Strategic Outcome for v2.0

By v2.0, Helix operates as constitutional governance infrastructure:

  • Multi-node quorum validation for high-risk outputs/actions.
  • Cryptographically verifiable receipt chain and cross-model attestation.
  • Enterprise-grade tenancy, RBAC, audit surfaces, and policy operations.
  • Local-first deploy path with optional cloud acceleration.

3) Milestones

v1.5 - Enterprise Hardening

Objectives:

  • Establish enterprise security and operational controls required for paid adoption.

Features:

  • Multi-tenant isolation + RBAC enforcement (org/project/user scopes).
  • Audit Trail Dashboard MVP (drift, interventions, receipt explorer, export).
  • Vault-backed key management (replace env-only secret assumptions for runtime crypto materials).
  • SLA instrumentation (latency/error/drift SLO dashboards + alerts).
  • SOC 2 Type II readiness baseline (controls mapping, evidence collection path).

Acceptance gates:

  • P0/P1 security findings: 0 open in release branch.
  • Tenant boundary tests: 100% pass on cross-tenant isolation suite.
  • Dashboard export: signed audit bundle reproducible from receipts.
  • Secrets: no plaintext key material in app config/logs.

v1.6 - Federation Consensus

Objectives:

  • Move federation from parallel opinion to enforceable consensus on sensitive paths.

Features:

  • Quorum policy engine (advisory quorum and blocking quorum modes).
  • Byzantine-tolerant decision strategy for minority compromise/failure.
  • Cross-model attestation packets (signed verdict + evidence references).
  • Federation receipt chaining (Merkle chain across nodes, not single-node only).

Acceptance gates:

  • Quorum simulation suite: pass under node timeout, disagreement, and malicious-node scenarios.
  • High-risk actions require quorum approval in blocking mode.
  • End-to-end attestation packet verifiable from stored receipts.

v1.7 - Multi-Modal Expansion

Objectives:

  • Extend constitutional controls beyond text without adding video complexity.

Features:

  • Vision input governance (hallucination/uncertainty guardrails on image-grounded claims).
  • Code execution governance (sandbox policy, tool scope limits, escape prevention).
  • Tool-use intent gates (pre-execution constitutional validation for external actions).
  • Voice pipeline maturation (turning, transcript integrity, spoken-intent validation hardening).

Acceptance gates:

  • Vision eval benchmark with explicit uncertainty calibration thresholds.
  • Tool execution blocked on policy violations with signed denial receipts.
  • Sandbox red-team suite: zero critical escapes.

v1.8 - Constitutional Operations

Objectives:

  • Formalize controlled constitutional evolution with strong incident controls.

Features:

  • Drift telemetry v2 (trajectory-level, not only event-level).
  • Versioned constitution lifecycle (proposal, review, migration receipts).
  • Amendment governance workflow (human-supervised, policy-scoped voting/evidence).
  • Emergency freeze controls for active incidents.

Acceptance gates:

  • Constitution migration reproducible and reversible with receipt trail.
  • Freeze mechanism tested in game-day incident drills.
  • No unreviewed constitution changes accepted by runtime.

v1.9 - Developer Ecosystem

Objectives:

  • Make Helix easy to integrate while preserving governance guarantees.

Features:

  • SDKs: Python, JavaScript/TypeScript, Go.
  • Plugin validator framework (signed plugin metadata + compatibility checks).
  • Framework integrations (LangChain/LlamaIndex middleware adapters).
  • Observability exports (OpenTelemetry + Prometheus + Datadog conventions).

Acceptance gates:

  • SDK quickstarts deploy and pass reference governance tests.
  • Plugin compatibility matrix published and CI-validated.
  • Observability dashboards operational from default exports.

v2.0 - The Lattice

Objectives:

  • Constitutional governance as durable infrastructure.

Features:

  • Proof-of-Epistemics (receipt-weighted verification primitives).
  • L1 anchoring strategy for constitutional state/receipt checkpoints.
  • Global constitutional dispute workflow (federated court process).
  • Governance framework for constitutional change at ecosystem scale.

Acceptance gates:

  • Independent verifier can validate constitutional state from published artifacts.
  • Dispute workflow has deterministic outcomes and complete auditability.
  • Reference deployment supports edge-node federation + core lattice verification.

4) Cross-Cutting Tracks (All Milestones)

Security and Compliance:

  • Continuous threat-model refresh and red-team cycles.
  • Control evidence collection for SOC2/enterprise procurement.

Reliability:

  • SRE objectives from docs/sre_manual_v1.md integrated into release criteria.
  • Incident drills (quarantine, rollback, key compromise, region outage).

Cloud-to-Local Sovereignty:

  • Keep local-first runtime path parity with cloud path.
  • No feature may require cloud-only execution to be considered GA.

5) Immediate Execution Priorities

Priority A: Vault Integration (v1.5 blocker)

  • Deliverables: vault adapter, key rotation runbook, secret usage audit.
  • Exit criteria: env-only key dependency removed for protected materials.

Priority B: Audit Dashboard MVP (v1.5 blocker)

  • Deliverables: drift timeline, intervention table, receipt explorer, signed export.
  • Exit criteria: compliance reviewer can reconstruct one incident end-to-end.

Priority C: Quorum Consensus v1 (v1.6 foundation)

  • Deliverables: policy engine, quorum modes, attestation packet format.
  • Exit criteria: high-risk path blocked without quorum in staging.

6) Release Governance

For each release:

  • Required: release notes, threat model delta, migration notes, rollback plan.
  • Required: passing CI + security scans + reproducible artifact hashes.
  • Required: production smoke validation and runtime config attestation.

Advisory conclusion:

  • This plan keeps enterprise and safety work in front, removes video scope, and preserves the path to v2.0 without sacrificing current deployment velocity.