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