{"slug":"operations/RELEASE_1.0_SPEC","title":"IntegrateWise Release 1.0 Specification","section":"operations","sectionLabel":"Operations","status":"unclassified","type":"document","path":"operations/RELEASE_1.0_SPEC.mdx","bytes":9135,"description":null,"updated":null,"source":"integratewise/Integratewise-docs-wiki","content":"\n\n> **Tier C — Historical.** This document is a point-in-time snapshot preserved for reference. For current architecture, see [CANONICAL_PLATFORM_ARCHITECTURE.md](../architecture/CANONICAL_PLATFORM_ARCHITECTURE.md).\n\n## Platform Doctrine\n\n**One Platform. Many Applications.**\n\nThe IntegrateWise Platform is a shared infrastructure that powers multiple user-facing applications. Each application is a projection over the same canonical Spine, Memory, and Governance layers. This document locks the Release 1.0 scope and defines what is complete, MVP, shell-only, or future.\n\n---\n\n## Shared Platform Services\n\nThese are built once, used by every application.\n\n### L7 — Identity & Access\n**Status: ✅ Complete**\n\n- Stack Auth integration\n- Organization creation & management\n- Team assignment\n- Role-based access control\n- User profile management\n\n### L6 — Connected Apps\n**Status: 🟡 MVP**\n\n- OAuth connectors (ChatGPT, HubSpot, Slack, Pipedrive, Google Workspace, Microsoft 365, GitHub, Jira)\n- Connect UI\n- Connector status dashboard\n- Basic sync management\n- Live sync feedback\n\n### Gateway\n**Status: ✅ Complete**\n\n- Request routing\n- Identity resolution\n- Policy enforcement\n- Session management\n- Context broker\n\n### Adaptive Spine\n**Status: ✅ Complete**\n\n- Schema definition (Customers, Projects, Tasks, Documents, People, etc.)\n- Loader (data acquisition)\n- Normalizer (canonical transformation)\n- Entity360 (unified entity view)\n\n### Memory\n**Status: 🟡 MVP**\n\n- Conversation storage\n- Timeline UI\n- Search interface\n- Recent items\n- Decision log (shell)\n- Organizational memory (shell)\n\n### L5 — Approvals\n**Status: 🟡 Shell**\n\n- Approval queue UI\n- Empty state\n- Basic routing\n- Policies (future)\n- Governance engine (future)\n\n---\n\n## Experience Levels (Composable)\n\nThese can be combined differently per application. Each application selects which levels to emphasize.\n\n### L1 — Workbench (Operational)\n**Status: ✅ MVP**\n\nOperational surface where users do daily work.\n\n**Includes:**\n- Customers view\n- Projects view\n- Tasks view\n- Documents view\n- Timeline view\n- Dashboard\n- Activity feed\n\n**Excludes:**\n- Advanced analytics\n- Predictive features\n\n### L2 — Intelligence (Signals & Insights)\n**Status: ✅ MVP**\n\nTurn data into actionable awareness.\n\n**Includes:**\n- High-value signals (renewed customers, at-risk accounts, new activity)\n- Recommendations (next actions)\n- Health indicators (customer health, project status)\n- What's Changed notifications\n- Basic KPIs\n\n**Excludes:**\n- Predictive analytics\n- Machine learning\n- Forecasting\n\n### L3 — Twin (AI Reasoning)\n**Status: 🟡 Chat + Shell**\n\nAI assistant for reasoning and collaboration.\n\n**Includes:**\n- AI Home (greeting, recent work, model picker)\n- Chat interface (Cognitive Twin)\n- Basic memory context\n- Model selection (ChatGPT, Claude, Gemini)\n- Quick prompts\n\n**Excludes:**\n- Deep reasoning chains\n- Multi-agent collaboration\n- Automation execution\n- Custom instructions\n\n### L4 — Memory (Continuity)\n**Status: 🟡 Shell + Search**\n\nShared organizational knowledge and continuity.\n\n**Includes:**\n- Search interface\n- Timeline view\n- Recent conversations list\n- Conversation history\n- Personal memory (decisions, preferences, context)\n\n**Excludes:**\n- Organizational memory graph\n- Knowledge relationships\n- Semantic search\n- Inference over memory\n\n---\n\n## Applications\n\n### AI Workspace\n**Status: ✅ Live**\n\nThe flagship Release 1.0 application.\n\n**Composition:**\n- L3 Twin (primary)\n- L4 Memory (search, timeline, recent)\n- L2 Intelligence (cards on home)\n- Minimal L1 (recent work, quick actions)\n\n**Routes:**\n- `/workspace` — AI Home\n- `/workspace/chat` — Twin Chat\n- `/workspace/memory` — Search & Timeline\n- `/workspace/actions` — Recent Actions\n\n---\n\n### Sales Workbench\n**Status: 🟡 Navigation Shell**\n\nSales-focused operational application. Coming in v1.1.\n\n**Composition:**\n- L1 Workbench (Accounts, Opportunities, Pipeline)\n- L2 Intelligence (pipeline health, stage analysis)\n- L3 Twin (embedded, sales-focused)\n- L4 Memory (search, decision log)\n\n**Routes:**\n- `/sales` — Dashboard\n- `/sales/accounts` — Customer list\n- `/sales/opportunities` — Opportunity pipeline\n- `/sales/twin` — Sales AI\n\n---\n\n### Customer Success Workbench\n**Status: 🟡 Navigation Shell**\n\nCustomer Success-focused operational application. Coming in v1.1.\n\n**Composition:**\n- L1 Workbench (Customers, Health, Renewals, Tickets)\n- L2 Intelligence (renewal risk, health trends)\n- L3 Twin (embedded, CS-focused)\n- L4 Memory (search, relationships)\n\n**Routes:**\n- `/cs` — Dashboard\n- `/cs/customers` — Customer list\n- `/cs/health` — Health scores\n- `/cs/renewals` — Renewal pipeline\n- `/cs/twin` — CS AI\n\n---\n\n### Wise Docs\n**Status: 🟡 Navigation Shell**\n\nKnowledge and documentation hub. Coming in v1.2.\n\n**Composition:**\n- L1 (Documents, Knowledge Base)\n- L4 Memory (search, relationships, timeline)\n- L3 Twin (embedded, docs-focused)\n\n---\n\n### Wise Ops\n**Status: 🟡 Navigation Shell**\n\nOperations and infrastructure dashboard. Coming in v1.2.\n\n**Composition:**\n- L1 (Deployments, Infrastructure, Health)\n- L2 Intelligence (system health, alerts)\n- L3 Twin (ops-focused AI)\n\n---\n\n### Wise Branding\n**Status: 🟡 Navigation Shell**\n\nBrand asset and marketing resource hub. Coming in v1.3.\n\n**Composition:**\n- L1 (Assets, Templates, Brand Kit)\n- L4 Memory (search, asset relationships)\n- L3 Twin (brand-focused)\n\n---\n\n### Wise ERMS\n**Status: 🟡 Navigation Shell**\n\nEmployee resource and people management system. Coming in v1.3.\n\n**Composition:**\n- L1 (People, Roles, Teams)\n- L5 Approvals (role changes, policy enforcement)\n- L3 Twin (people-focused)\n\n---\n\n### Admin / Settings\n**Status: ✅ Shell**\n\nPlatform administration and user management.\n\n**Includes:**\n- Organization settings\n- Team management\n- Role administration\n- User directory\n- Connector management\n- API keys\n- Audit log\n\n---\n\n## Data Flow: First-Time Experience\n\n```\n1. Sign In (Stack Auth)\n   ↓\n2. Create/Join Organization\n   ↓\n3. Assign Role\n   ↓\n4. Connect Applications\n   ↓\n5. IW Bridge establishes trust & context\n   ↓\n6. Loader acquires initial data\n   ↓\n7. Normalizer transforms to canonical schema\n   ↓\n8. Adaptive Spine hydrates with initial data\n   ↓\n9. Memory initializes\n   ↓\n10. User Workbench opens (Spine ready, ingestion continues)\n```\n\n**Key point:** Users don't wait for all connectors to finish. They land in the Workbench while background syncs continue.\n\n---\n\n## Data Flow: Ongoing Usage\n\n```\nUser asks question via Twin\n   ↓\nTwin reads Spine + Memory\n   ↓\nDoes Twin need fresh data?\n   ├─ No → Answer from Spine\n   └─ Yes → Trigger Loader\n      ↓\n   Loader acquires fresh data\n      ↓\n   Normalizer transforms\n      ↓\n   Spine hydrated with updates\n      ↓\n   Twin answers from updated Spine\n      ↓\n   Response shown in Twin + Workbench\n```\n\n---\n\n## Navigation Structure\n\nAll applications accessible from left sidebar.\n\n```\n🏠 Home\n\n─── Customer Apps ───\n📊 AI Workspace\n📈 Sales Workbench (Coming Soon)\n🤝 Customer Success (Coming Soon)\n\n─── Company Apps ───\n📄 Wise Docs (Coming Soon)\n⚙️ Wise Ops (Coming Soon)\n🎨 Wise Branding (Coming Soon)\n👥 Wise ERMS (Coming Soon)\n\n─── Platform ───\n💡 Insights\n✅ Approvals\n🔗 Connected Apps\n\n─── Settings ───\n⚙️ Settings\n📋 Admin\n```\n\n---\n\n## Release Checklist\n\n### Platform Services\n- [x] Stack Auth integration\n- [x] Gateway + session management\n- [x] Adaptive Spine + schema\n- [x] Loader + Normalizer\n- [x] Entity360\n- [x] Memory (basic)\n- [x] Connected Apps (OAuth)\n- [x] Approval queue (shell)\n\n### AI Workspace\n- [x] AI Home\n- [x] Twin Chat\n- [x] Memory Search\n- [x] Memory Timeline\n- [x] Recent Actions\n\n### Navigation & Admin\n- [x] Sidebar with all apps\n- [x] Settings page\n- [x] Connector management\n- [x] User directory\n\n### Shells (Visible, Not Functional)\n- [ ] Sales Workbench nav\n- [ ] Customer Success nav\n- [ ] Wise Docs nav\n- [ ] Wise Ops nav\n- [ ] Wise Branding nav\n- [ ] Wise ERMS nav\n\n---\n\n## What's NOT in Release 1.0\n\n- Predictive analytics\n- Machine learning models\n- Multi-agent reasoning\n- Automation execution\n- Advanced governance policies\n- Knowledge graphs\n- Organizational memory beyond basic timeline\n- Role-based workbenches (Sales, CS, Ops, Executive)\n- Write-back to external systems\n- Custom workflows\n- Marketplace\n- Advanced connector management\n\n---\n\n## Release 1.1 Roadmap\n\n- Conversational memory for Twin\n- Smarter Twin (better context, follow-up questions)\n- More Intelligence signals\n- Operational dashboards\n\n## Release 1.2 Roadmap\n\n- Organizational Memory (shared knowledge)\n- People & project relationships\n- Wise Docs full implementation\n- Wise Ops implementation\n\n## Release 1.3 Roadmap\n\n- Governance policies\n- Approval workflows\n- Wise Branding full implementation\n- Wise ERMS full implementation\n\n---\n\n## Principle\n\nEvery Release 1.0 decision is made with the long-term vision in mind. No technical debt. No rework. Applications and features are built to last.\n"}