14 KiB
Workspace Platform Roadmap (Torbat Workspace)
First production slice (
workspace-15.0–workspace-15.8) is implemented. Next authorized phase isworkspace-15.9only.
Completed work → progress.md. Immediate milestone → next-steps.md. Module inventory → module-registry.md.
Independent Workspace Platform (commercial product: Torbat Workspace): enterprise work management — projects, tasks, content operations, editorial calendar, creative workflow, collaboration, files/assets, CRM/Accounting integration, AI assistant hooks, and reporting.
Category: Platform Product. Purpose: Enterprise Work Management Platform.
The Workspace Platform becomes the operational center for organizations. It includes (product intent — phased):
- Project Management · Task Management
- Content Operations · Editorial Calendar · Creative Studio
- Marketing Operations
- Team Collaboration · Client Collaboration
- File Management · Digital Assets · Approval Workflow
- OKR · KPI
- Resource Planning · Time Tracking · Project Cost Control
- Accounting Integration · CRM Integration
- AI Assistant · Reporting
Implementation of every phase must follow the Enterprise / AI Development Framework (ADR-013, ADR-018, ADR-019, ADR-024).
Phase Overview
| Phase | Identifier | Title | Status |
|---|---|---|---|
| Reg | workspace-reg |
Workspace Platform Registration | Complete (docs only) |
| 15.0 | workspace-15.0 |
Workspace Foundation | Complete |
| 15.1 | workspace-15.1 |
Workspace Core | Complete (Work Hub/teams; OKR/KPI engines not built) |
| 15.2 | workspace-15.2 |
Projects | Complete (CRUD/progress; Gantt/resource-planning not built) |
| 15.3 | workspace-15.3 |
Tasks | Complete |
| 15.4 | workspace-15.4 |
Content Studio | Complete |
| 15.5 | workspace-15.5 |
Creative Workflow | Complete |
| 15.6 | workspace-15.6 |
Collaboration | Complete (comments/mentions/activity; notes entity not built) |
| 15.7 | workspace-15.7 |
Calendar | Complete |
| 15.8 | workspace-15.8 |
Files & Assets | Complete (asset references only) |
| 15.9 | workspace-15.9 |
CRM & Accounting Integration | Planned |
| 15.10 | workspace-15.10 |
AI & Analytics | Planned |
| 15.11 | workspace-15.11 |
Enterprise Validation | Planned |
Phase documents are created at implementation time from phase-template.md. This roadmap is the registration SoT until then.
Naming (normative)
| Term | Owner | Do not confuse with |
|---|---|---|
| Torbat Workspace | this product | Core Tenant Workspace |
| Work Hub | this service | Experience Workspace; Payment Workspace |
| Workspace Project | this service | Accounting analytical Project |
| Workspace Task | this service | CRM sales Task |
Events workspace.* |
this service | experience.workspace.*, payment.workspace.* |
See ADR-024 and glossary.md.
Phase 15.0 — Workspace Foundation
Objective: Independent workspace / workspace-service scaffold with tenant-aware foundation aggregates, permissions, publish-only events, provider contracts, health/capabilities — no project/task/content engines.
In scope (planned):
- Service folder
backend/services/workspace(future implementation); deployable nameworkspace-service - Database
workspace_db; API prefix/api/v1; port 8013 (reserved) - Foundation shells: WorkHub, WorkspaceRole, WorkspacePermission, ExternalProviderConfig, WorkspaceConfiguration, WorkspaceSetting, WorkspaceAuditLog, OutboxEvent
- Provider contracts only: Identity, CRM, Accounting, File Storage, Communication, Experience, AI Assistant
- Permissions
workspace.*; eventsworkspace.* - Health
/health, capabilities/capabilities, metrics/metrics - Alembic
0001_initial(at implementation); architecture / tenant / permission / migration / docs tests
Out of scope: Projects, tasks, kanban/gantt engines, content studio, creative review, collaboration threads, calendars, DAM, CRM/Accounting adapters, AI, analytics, frontend.
Capabilities unlocked: none beyond module enablement (workspace.module.enabled planned).
Phase 15.1 — Workspace Core
Objective: Product kernel — Work Hub, spaces/teams, settings, OKR/KPI shells, capability discovery.
In scope (planned): Work Hub lifecycle, spaces/teams, core settings, permission catalog expansion, OKR/KPI definition shells, capability flags for later modules.
Out of scope: Project/task engines, content production, file binaries, CRM/Accounting postings, AI execution.
Capabilities: okr, kpi (shells).
Phase 15.2 — Projects
Objective: Project management aggregates — project lifecycle, membership, resource-planning shells, project cost-control shells, Gantt-ready structure (no full scheduler UI).
In scope (planned): Workspace Project, project members, status/lifecycle, resource-planning shells, project cost-control shells (intents only), Gantt structure refs.
Out of scope: Accounting journals, CRM opportunities, task board engine (15.3), calendar engine (15.7).
Capabilities: projects, gantt, resource-planning.
Phase 15.3 — Tasks
Objective: Task management and Kanban — work items, assignment, status, board views.
In scope (planned): Workspace Task, lists/boards, Kanban columns, assignment, due dates, task events, workspace.tasks.* permissions.
Out of scope: CRM sales tasks, time-tracking engine (may attach later), creative approvals (15.5), calendar recurrence (15.7).
Capabilities: tasks, kanban.
Phase 15.4 — Content Studio
Objective: Content operations — editorial items, marketing content pipeline, content status — not Experience pages.
In scope (planned): Content items, content types, editorial status, content operations events.
Out of scope: Experience sites/pages/themes (ADR-016), publish_id issuance (ADR-022), creative review engine (15.5).
Capabilities: content.
Phase 15.5 — Creative Workflow
Objective: Creative studio workflow — review cycles, approval workflow, creative-review states.
In scope (planned): Creative review packages, approval steps, decision records, workspace.approvals.* / workspace.creative-review.*.
Out of scope: Experience publish workflow, Identity auth challenges, Payment capture on approvals.
Capabilities: creative-review, approvals.
Phase 15.6 — Collaboration
Objective: Team and client collaboration — notes, comments, mentions — work-management domain only.
In scope (planned): Notes, comment threads, mentions, team collaboration, client collaboration shells (guest/client refs, not Identity admin).
Out of scope: CRM sales timeline/comments/mentions, Communication message delivery, Live Chat / Smart Messenger ownership.
Capabilities: notes, comments, mentions.
Phase 15.7 — Calendar
Objective: Operational and editorial calendars — scheduling views over projects, tasks, and content.
In scope (planned): Calendar, editorial calendar, date bindings to projects/tasks/content, calendar events.
Out of scope: Sports/Healthcare/Beauty booking engines, Experience appointment pages, Communication reminder delivery.
Capabilities: calendar, editorial-calendar.
Phase 15.8 — Files & Assets
Objective: File management and digital asset catalog — metadata and refs only.
In scope (planned): Folders, file metadata, digital asset catalog, file_ref pointers to File Storage, asset events.
Out of scope: Blob storage, S3 credentials, signed-URL engine (File Storage), Experience media as page-builder SoT.
Capabilities: files, assets.
Phase 15.9 — CRM & Accounting Integration
Objective: Integration contracts — CRM refs, time tracking, project cost intents to Accounting. No foreign ownership.
In scope (planned): CRM contact/organization/opportunity refs, time-tracking entries, project cost-control intents, Accounting posting-intent client, events for downstream consumers.
Out of scope: CRM Lead/Opportunity ownership, Accounting JournalEntry / Posting Engine, Payment capture, Loyalty ledgers.
Capabilities: time-tracking (plus CRM/Accounting integration contracts).
Phase 15.10 — AI & Analytics
Objective: Optional AI assistant hooks and workspace analytics/reporting.
In scope (planned): Analytics snapshots, reporting shells, AI assistant capability via AI Assistant contracts, workspace.analytics.* / workspace.ai-assistant.*.
Out of scope: Owning ai_assistant product, mandatory AI for any workflow, central BI warehouse.
Capabilities: ai-assistant, analytics.
Phase 15.11 — Enterprise Validation
Objective: Final enterprise-grade validation across the Workspace Platform prior to GA.
In scope (planned): Cross-phase quality gates, boundary audit, permission/event completeness, commercial compatibility re-check, documentation repair.
Out of scope: New product engines, other services' remaining phases, Commercial Runtime seed/implementation.
Registered Capabilities (architecture)
Declared for Commercial Runtime / Capability Registry compatibility. No capability rows, bundles, or engines are implemented.
| Capability key | Label | Phase |
|---|---|---|
workspace.projects |
projects | 15.2 |
workspace.tasks |
tasks | 15.3 |
workspace.kanban |
kanban | 15.3 |
workspace.calendar |
calendar | 15.7 |
workspace.gantt |
gantt | 15.2 |
workspace.content |
content | 15.4 |
workspace.editorial-calendar |
editorial-calendar | 15.7 |
workspace.creative-review |
creative-review | 15.5 |
workspace.approvals |
approvals | 15.5 |
workspace.assets |
assets | 15.8 |
workspace.time-tracking |
time-tracking | 15.9 |
workspace.resource-planning |
resource-planning | 15.2 |
workspace.okr |
okr | 15.1 |
workspace.kpi |
kpi | 15.1 |
workspace.notes |
notes | 15.6 |
workspace.comments |
comments | 15.6 |
workspace.mentions |
mentions | 15.6 |
workspace.files |
files | 15.8 |
workspace.ai-assistant |
ai-assistant | 15.10 |
workspace.analytics |
analytics | 15.10 |
Commercial Product (architecture only)
| Field | Value |
|---|---|
| Product | Torbat Workspace |
| Category | Platform Product |
| Purpose | Enterprise Work Management Platform |
| Commercial Runtime | Compatible (registry entry later; no seed now) |
| Bundle | Compatible (optional Business Bundle mapping later) |
| Capability | Compatible (keys above) |
| Subscription | Compatible (ADR-023 contracts) |
| License | Compatible (L1 workspace.module.enabled planned) |
| Trial | Compatible (trial policy target later) |
| Implementation | None — no catalog YAML, no runtime rows, no admin UI, no billing |
Adding this product later to Commercial Runtime requires only PlatformProduct registration + capability rows + optional bundle mapping (ADR-023 future-product rules). Core commercial architecture does not change.
Technical Registration (planned)
| Field | Value |
|---|---|
| Service identifier | workspace |
| Deployable name | workspace-service |
| Service folder | backend/services/workspace (at 15.0) |
| Database | workspace_db |
| API port | 8013 (reserved) |
| API prefix | /api/v1 |
| Health | /health |
| Capabilities discovery | /capabilities |
| Metrics | /metrics |
| Permission prefix | workspace.* |
| Event namespace | workspace.* |
| Frontend route prefix | /workspace (dedicated shell; future) |
| Tenant aware | Yes (required) |
| Public contracts | Health/capabilities/metrics + versioned /api/v1 resources (per phase) |
| Internal contracts | Token-gated CRM / Accounting / File Storage / AI / Communication refs |
| Required dependencies | Core Platform, Identity & Access, shared-lib |
| Optional dependencies | CRM, Accounting, File Storage, Communication, Experience, AI Assistant |
| Future extensions | Template marketplace, external PM connectors, mobile, portfolio/program mgmt, Automation consumer hooks |
Cross-Module Dependencies
| Platform | Relationship |
|---|---|
| Core | Entitlement, tenant resolution, memberships; not work-management ownership |
| Identity | User/profile refs for members, clients, assignees |
| CRM | Optional contact / organization / opportunity refs (15.9) |
| Accounting | Time/cost posting intents only (15.9); Project cost is not a journal |
| File Storage | Binary refs for files/assets (15.8) |
| Communication | Mentions / approval / calendar notifications (client) |
| Experience | Optional public showcase pages; Content Studio does not own sites |
| AI Assistant | Optional assistant (15.10); Workspace remains usable when AI is off |
| Payment | Out of scope unless a future paid-approval action binds publish_id |
Boundary Reminders
- Workspace owns work-management aggregates in
workspace_dbonly. - No cross-database foreign keys; no importing other services' models.
- Financial postings only through Accounting Posting Engine (ADR-010).
- Messaging only through Communication (ADR-012).
- Public surfaces use
publish_idwhen published (ADR-022). - Do not implement 15.0–15.11 from this registration.