Phase 8: Complete APEX OS documentation suite - Constitution, Structure, Handbook, Standards, Security, Evolution, NL Guide, Tool Registry, Roadmap, Changelog

2026-07-02 18:28:05 +00:00
parent 9c2fc7804f
commit e825513597
10 changed files with 4767 additions and 0 deletions
@@ -0,0 +1,305 @@
+# APEX OS — Master Roadmap
+
+> From infrastructure to autonomous company.
+
+## Table of Contents
+1. [Vision](#vision)
+2. [Phase Overview](#phase-overview)
+3. [Completed Phases](#completed-phases)
+4. [Future Phases](#future-phases)
+5. [Dependencies](#dependencies)
+6. [Change History](#change-history)
+
+---
+
+## Vision
+
+APEX OS evolves through layered phases, each building on the previous. The end state is an autonomous AI company that can research, create, market, sell, and improve — all under human CEO oversight via natural language.
+
+---
+
+## Phase Overview
+
+| Phase | Layer | Status | Description |
+|-------|-------|--------|-------------|
+| 1 | Foundation | ✅ Complete | Stable infrastructure |
+| 2 | Company Brain | ✅ Complete | Memory, knowledge, learning |
+| 3 | Workforce | ✅ Complete | AI employees and factory |
+| 4 | CEO Interface | ✅ Complete | Natural language command center |
+| 5 | Management | ✅ Complete | Dashboards and monitoring |
+| 6 | Marketing | ✅ Complete | Research and creative teams |
+| 7 | Command Center | ✅ Complete | Telegram as sole interface |
+| 8 | Documentation | ✅ Complete | Constitution and SOPs |
+| 9 | Evolution | 🔜 Next | Self-improvement capabilities |
+| 10 | Browser Intelligence | 📋 Planned | Web interaction capabilities |
+| 11 | MCP Ecosystem | 📋 Planned | Standardized integrations |
+| 12 | Creative Studio | 📋 Planned | Image, video, design tools |
+| 13 | Business Operations | 📋 Planned | Sales, CRM, finance |
+| 14 | Autonomous Company | 📋 Planned | Full self-operation |
+
+---
+
+## Completed Phases
+
+### Phase 1: Foundation ✅
+**Goal:** A stable operating system.
+
+**Milestones:**
+- [x] VPS provisioned (Hostinger, 62.72.3.145)
+- [x] Docker + Docker Compose operational
+- [x] Traefik reverse proxy with SSL
+- [x] PostgreSQL + Redis databases
+- [x] All 19 core containers deployed and healthy
+- [x] Security hardening (SSH keys, .env protection, BasicAuth)
+
+**Success Criteria:** All services accessible, HTTPS working, backups automated.
+
+---
+
+### Phase 2: Company Brain ✅
+**Goal:** The company remembers everything.
+
+**Milestones:**
+- [x] pgvector enabled for semantic search
+- [x] mem0 shared_knowledge table with HNSW index
+- [x] Ollama embeddings (nomic-embed-text, 768d)
+- [x] LiteLLM proxy routing (OpenRouter + Ollama)
+- [x] Knowledge ingest workflow template in n8n
+- [x] Letta configured with local LiteLLM + embeddings
+
+**Success Criteria:** Semantic search operational, embeddings generating, knowledge queryable.
+
+---
+
+### Phase 3: Workforce ✅
+**Goal:** The company has staff.
+
+**Milestones:**
+- [x] Employee #1 (Engineer) created in Letta
+- [x] Employee #3 (Documentation Agent) created
+- [x] Employee #4 (Research Analyst) created
+- [x] Employee #5 (Marketing Strategist) created
+- [x] Employee Factory (spawn_employee.sh) operational
+- [x] APEX Constitution (5 Laws) enforced
+- [x] Task system (apex.tasks) implemented
+- [x] Project tracking (apex.projects) implemented
+
+**Success Criteria:** Factory tested, Constitution injected, all employees responsive.
+
+---
+
+### Phase 4: CEO Interface ✅
+**Goal:** The CEO never touches the command line.
+
+**Milestones:**
+- [x] Employee #6 (CEO Agent) created
+- [x] Telegram bot configured (@JimmysalesBot)
+- [x] /status, /task, /hire, /roster, /help commands
+- [x] Inline approval buttons (Approve/Reject/Revise)
+
+**Success Criteria:** CEO can manage entire platform via Telegram.
+
+---
+
+### Phase 5: Management ✅
+**Goal:** Real-time visibility into platform operations.
+
+**Milestones:**
+- [x] Grafana dashboard (12 panels, UID: a5jdct)
+- [x] PostgreSQL data source connected
+- [x] P&L tracking (token costs vs tasks)
+- [x] Employee leaderboard
+- [x] Auto-recovery alerting
+- [x] Status API monitoring 6 critical services
+
+**Success Criteria:** Dashboard displays live data, alerts functional.
+
+---
+
+### Phase 6: Marketing ✅
+**Goal:** Research and creative capabilities.
+
+**Milestones:**
+- [x] Research Analyst operational (market trends, competitor analysis)
+- [x] Marketing Strategist operational (ad copy, creative briefs)
+- [x] Campaign Generator workflow built
+- [x] First mission completed (AD_AUTONOMY_BLUEPRINT.md)
+
+**Success Criteria:** Multi-agent collaboration demonstrated, deliverables produced.
+
+---
+
+### Phase 7: Command Center ✅
+**Goal:** Telegram as the sole required interface.
+
+**Milestones:**
+- [x] Event-driven orchestration (no static waits)
+- [x] Task status watcher via PostgreSQL triggers
+- [x] CEO Agent orchestrates multi-employee missions
+- [x] Operation Ad-Ready completed
+- [x] SOPs documented in ceo-workspace
+
+**Success Criteria:** "Build X" in Telegram → complete project plan returned.
+
+---
+
+### Phase 8: Documentation ✅
+**Goal:** Formalized, version-controlled operating manual.
+
+**Milestones:**
+- [x] APEX Constitution formalized
+- [x] Company Structure documented
+- [x] Employee Handbook created
+- [x] Engineering Standards established
+- [x] Security Policy documented
+- [x] Platform Evolution guide written
+- [x] Natural Language guide created
+- [x] Tool Registry maintained
+- [x] Roadmap published
+- [x] Changelog started
+
+**Success Criteria:** All documents in Gitea, indexed in Company Brain, referenced by agents.
+
+---
+
+## Future Phases
+
+### Phase 9: Evolution 🔜
+**Goal:** Self-improving platform.
+
+**Milestones:**
+- [ ] Employee #7 (Platform Engineer) created
+- [ ] Tool discovery and evaluation pipeline
+- [ ] Automated sandbox testing
+- [ ] Benchmark framework
+- [ ] Self-improvement recommendation system
+
+**Dependencies:** Phase 8 (documentation as source of truth)
+**Success Criteria:** Platform can research, evaluate, and recommend tool improvements autonomously.
+
+---
+
+### Phase 10: Browser Intelligence 📋
+**Goal:** AI can operate websites.
+
+**Milestones:**
+- [ ] Browserless/Playwright integration
+- [ ] Screenshot capture and analysis
+- [ ] Form completion automation
+- [ ] Login management
+- [ ] Visual validation
+- [ ] Competitor website monitoring
+
+**Dependencies:** Phase 9 (tool evaluation for browser tools)
+**Success Criteria:** Employees can browse, interact with, and extract data from websites.
+
+---
+
+### Phase 11: MCP Ecosystem 📋
+**Goal:** Standardized plug-and-play integrations.
+
+**Milestones:**
+- [ ] MCP server framework deployed
+- [ ] GitHub/Gitea connector
+- [ ] Slack/Discord connector
+- [ ] Google Workspace connector
+- [ ] Meta Ads API connector
+- [ ] Stripe payment connector
+- [ ] Cloudflare DNS connector
+
+**Dependencies:** Phase 10 (browser for setup/configuration)
+**Success Criteria:** 10+ integrations operational via MCP standard.
+
+---
+
+### Phase 12: Creative Studio 📋
+**Goal:** Full creative production capability.
+
+**Milestones:**
+- [ ] Image generation (DALL-E/Stable Diffusion)
+- [ ] Video creation
+- [ ] Logo design
+- [ ] Landing page generation
+- [ ] Presentation creation
+- [ ] Brand kit management
+- [ ] Social media content pipeline
+
+**Dependencies:** Phase 11 (MCP for publishing)
+**Success Criteria:** End-to-end creative production from brief to published content.
+
+---
+
+### Phase 13: Business Operations 📋
+**Goal:** Full business function coverage.
+
+**Milestones:**
+- [ ] CRM system
+- [ ] Sales pipeline management
+- [ ] Customer support automation
+- [ ] Email marketing
+- [ ] Lead qualification
+- [ ] Financial reporting
+- [ ] SEO optimization
+- [ ] Content calendar
+
+**New Employees:**
+- Sales Manager
+- Customer Success Agent
+- Support Agent
+- CRM Manager
+- SEO Specialist
+- Content Writer
+- Email Manager
+- Lead Qualifier
+- Business Analyst
+- Finance Analyst
+
+**Dependencies:** Phase 12 (creative for marketing materials)
+**Success Criteria:** Revenue-generating operations managed by AI employees.
+
+---
+
+### Phase 14: Autonomous Company 📋
+**Goal:** Self-operating AI company under human oversight.
+
+**Milestones:**
+- [ ] CEO Agent operates as true COO
+- [ ] Automatic capability detection and improvement
+- [ ] Revenue tracking and optimization
+- [ ] Multi-channel customer engagement
+- [ ] Self-healing infrastructure
+- [ ] Autonomous hiring based on workload
+- [ ] Budget optimization
+- [ ] Strategic planning recommendations
+
+**Dependencies:** All previous phases
+**Success Criteria:** CEO says "We need better Facebook ads" → Company automatically researches, implements, tests, deploys, monitors, and optimizes — with human approval at key gates.
+
+---
+
+## Dependencies
+
+```
+Phase 1 (Foundation)
+  └→ Phase 2 (Brain)
+      └→ Phase 3 (Workforce)
+          ├→ Phase 4 (CEO Interface)
+          ├→ Phase 5 (Management)
+          └→ Phase 6 (Marketing)
+              └→ Phase 7 (Command Center)
+                  └→ Phase 8 (Documentation)
+                      └→ Phase 9 (Evolution)
+                          └→ Phase 10 (Browser)
+                              └→ Phase 11 (MCP)
+                                  └→ Phase 12 (Creative)
+                                      └→ Phase 13 (Business Ops)
+                                          └→ Phase 14 (Autonomous)
+```
+
+---
+
+## Change History
+
+| Date | Version | Author | Changes |
+|------|---------|--------|---------|
+| Phase 7.1 | 1.0 | Engineer | Initial roadmap with 14 phases |