Development Roadmap

Build progress, version by version.

A living product roadmap for ChangEngine. Use this page to track what shipped, what is active, and what should come next as the coach companion becomes real.

Overall progress88%
Active versionv0.8

Make ChangEngine feel less like separate app sections and more like one long-running coaching record that helps a client notice who they are becoming, what protects old patterns, what they are testing, and what evidence is emerging.

Next decisionPersistence

Choose how Prepare, Session notes, map entries, and experiments are saved.

System Readiness

Auth and storage status in one place.

Account and persistence changes should move to production only after auth, journey storage, and CoachProfile storage are configured, smoked, and explicitly switched.

Production Cutover

Hold review mode.

Checking combined auth, storage, and live Worker cutover status.

checking

Access runtime

checking

Checking access runtime readiness.

Waiting for readiness data.
headers

Auth activation

waiting

Checking auth activation preflight.

Waiting for readiness data.
checking

Journey storage

checking

Checking journey storage readiness.

Waiting for readiness data.
postgres

Database activation

waiting

Checking database activation preflight.

Waiting for readiness data.
checking

CoachProfile storage

checking

Checking CoachProfile storage readiness.

Waiting for readiness data.
checking

Account settings

checking

Checking account settings storage readiness.

Waiting for readiness data.
consent-audited

Coach DNA sources

review-only

Checking Coach DNA source readiness.

Waiting for readiness data.
Auth Provider Plan

Choose one production actor source.

Header gateway and Cloudflare Access are both supported. Keep review mode until one path has its variables, external provider, smoke command, and live request verified.

checking

Loading provider plans.

Waiting for /api/access/activation.

Next Three Builds

Highest-value work to approve next.

A practical queue for keeping ChangEngine moving in small, reviewable releases without losing the long-term Coach Engine vision.

01
v0.8ActiveMedium effort

Competing Commitment handoff

After a Growth Chart is saved, the next honest step is helping the client explore the competing commitment instead of leaving that conversation disconnected below the fold.

Deliverable

Move the guided Competing Commitment conversation into the post-save Growth Chart flow with a clear next-step handoff and review path.

Acceptance

Saving a Growth Chart clearly offers the Competing Commitment conversation when the field is not confirmed, then stores the confirmed commitment back into the Journey map.

02
v0.8NextMedium effort

Journal and experiment workflow

Journal and experiment history are present, but the user still needs to understand when to use them and how they support the next session.

Deliverable

Convert journal notes into a lightweight drawer and clarify experiment history as the evidence log that coaches review during Session.

Acceptance

Clients can add notes without losing their place, experiments show planned/running/learned states, and the Session page can surface the latest notes and evidence.

03
v0.8NextMedium effort

Coach and client mode switch

Coaches need to preview the client experience without signing out or losing access to their client records.

Deliverable

Add a top-bar mode switch that lets a coach view the selected Journey as Coach or Client while preserving coach permissions.

Acceptance

Coach mode stays focused on managing clients, while client preview mode shows the client journey surfaces using the same selected Journey data.

Current Sprint

Continuous Becoming Journey

Make ChangEngine feel like one continuous client journey instead of a collection of tools.

Priorities

Complete

Client-facing My Journey home

A client needs to know where they are, what is becoming clear, and what to do next before opening deeper tools.

Acceptance: A signed-in client or coach preview can open /app/becoming and see current stage, primary action, active experiment, evidence, and Journey links from saved data.
Complete

Living Change Map states

The map needs explicit states so AI suggestions, client-confirmed truth, coach review, and tested evidence do not blur together.

Acceptance: Each Change Map field can display Not explored, Emerging, Proposed, Client-confirmed, Coach-reviewed, or Tested through evidence.
Complete

Experiment and evidence timeline

Progress should come from observed experiments and evidence, not from completing screens.

Acceptance: Experiments, reflections, coach notes, AI suggestions, confirmations, and completed tests appear as a chronological Journey timeline.

Decisions

proposed

What should be persisted first?

Start with local browser persistence, then move to Prisma/PostgreSQL.

Local persistence lets us test the Carl workflow immediately without blocking on auth, account models, and database setup.

decided

Should AI update the Change Map directly?

No. AI should suggest map updates; the coach or client confirms them.

The product should preserve agency and avoid presenting hypotheses as truth.

Risks to watch

  • Database work could slow iteration unless the first schema stays close to the proven local workflow.
  • Coach DNA source records need auditability so consent and usage boundaries remain clear.
  • Exported summaries must avoid turning hypotheses into facts.
Release Log

What changed in each development pass.

Showing the latest 8 of 151 shipped updates. The generated ROADMAP.md keeps the complete archive.

July 24, 2026v0.8

Living Journey foundation

Completed the first continuous-journey foundation by making My Journey, the Living Change Map, experiments, evidence, and insight history derive from one shared Journey movement model.

Shipped

  • Added explicit Change Map states for not explored, emerging, proposed, client-confirmed, coach-reviewed, and tested evidence.
  • Updated My Journey, Experiments, and Journey Record to display the new map state labels and evidence counts.
  • Expanded the insight timeline so Growth Chart edits, journal entries, experiments, session transitions, AI chat context, and Competing Commitment conversations appear with provenance.
  • Moved the roadmap queue forward to the next highest-value v0.8 work: Competing Commitment handoff, journal/experiment workflow, and coach/client mode switching.

Evidence

  • pnpm test:journey-movement covers the shared Living Change Map and timeline derivation.
  • pnpm roadmap:validate passes with the updated v0.8 roadmap state.
  • pnpm run typecheck passes with the shared movement model.
  • pnpm run build passes for the production Next.js app.
Unlocks next

Connect Growth Chart save into the Competing Commitment conversation, then turn journal notes and experiment history into a clearer session-ready evidence workflow.

July 24, 2026v0.8

Continuous Becoming Journey path

Added the master product update as the next roadmap version and started the new client-facing My Journey surface.

Shipped

  • Added the v0.8 roadmap path for one continuous journey from awareness through integration.
  • Updated the current sprint and build queue around My Journey, living Change Map states, and an experiment/evidence timeline.
  • Added /app/becoming as a client entry point that derives current movement from saved Journey data.
  • Updated client navigation so My Journey leads the numbered flow before Prepare, Growth, and Session.

Evidence

  • Roadmap source now includes v0.8 Continuous Becoming Journey.
  • /app/becoming reads selected Journey state from query or browser selection and loads the saved Journey snapshot.
  • Journey movement derives from Prepare answers, Growth Chart fields, session notes, experiments, and evidence.
Unlocks next

Build living Change Map confirmation states, then add a first-class Experiment and Insight Timeline page.

July 16, 2026v0.7

Growth Workshop slide export

Added a ChangEngine-branded slide builder so a saved Growth Workshop can become a coach-ready slide and Google Slides-importable deck.

Shipped

  • Added a Turn into Slide action inside the Growth Workshop editor.
  • Rendered a branded 16:9 slide preview with the four Change Map columns and current experiment.
  • Added browser-side PPTX export so the deck can be imported into Google Slides without exposing server secrets.
  • Added an Open Google Slides shortcut and clear copy that native Drive export still requires a future Google OAuth integration.

Evidence

  • pnpm test:growth-slide validates the slide content mapping.
  • pnpm run typecheck and pnpm run build pass with the slide export component and pptxgenjs dependency.
  • Local browser smoke verified the Turn into Slide preview and .pptx download.
Unlocks next

Add native Google Slides export after account-backed Google OAuth and Drive permissions are available for site users.

July 16, 2026v0.7

Growth Journey workshop architecture

Built the first durable Growth Journey architecture so client workshops can be saved to Journey records, reviewed by coaches, assisted by AI suggestions, and summarized across workshops.

Shipped

  • Connected Growth Workshop records to saved Journey snapshots with progress stage, status, Change Map fields, journal entries, experiment history, and custom workshop definitions.
  • Built the first editable Professional Growth workshop surface with journey-backed save, AI-assisted draft suggestions, and local/OpenAI-safe provider behavior.
  • Added Start Growth Workshop links from Journey cards and surfaced Growth Workshop summaries inside Journey Record.
  • Added cross-workshop coach insight rollups that summarize current focus, review readiness, active and completed experiments, recurring protections, latest journals, and next-session questions.

Evidence

  • pnpm test:growth-insights passes for cross-workshop rollup behavior.
  • pnpm test:growth-workshop-suggestions passes for local-safe suggestion behavior.
  • pnpm run typecheck passes after the Growth Journey architecture changes.
  • Live Growth suggestion smoke passed against the deployed Worker via OpenAI.
Unlocks next

Connect the selected Growth Workshop into Prepare, AI Chat, and live Session so coaching starts from the active workshop context.

July 15, 2026v0.7

Growth Journey roadmap path

Added Growth Journey as the next major product layer so ChangEngine can organize transformation into workshops instead of only one-off preparation, chat, and session records.

Shipped

  • Defined Growth Journey as the heart of the future client experience rather than a generic Growth page.
  • Outlined workshop categories for professional, financial, spiritual, personal, relationship, and legacy growth tracks.
  • Added the Growth Journey scope of work as a repo-level planning artifact.
  • Added the Workshop model path: current status, Change Map columns, experiments, progress, reflections, coach notes, insights, journal, and next session.
  • Added the AI context requirement that the coach should know the active workshop and ask workshop-specific questions.
  • Added the Coach View path so Carl or another coach can see current workshop, progress, active experiment, assumption, journal, notes, history, and suggested questions.

Evidence

  • Roadmap source now includes v0.7 Growth Journey with implementation milestones and next actions.
  • Build queue now includes Growth Journey workshop architecture as a next build candidate.
  • ROADMAP.md and ROADMAP_REVIEW.md were regenerated from the roadmap source.
  • pnpm roadmap:validate passes with the added Growth Journey version.
Unlocks next

Start by designing the Growth Workshop data model and a single Strategic Partner or Pricing From Value workshop before building the full category library.

July 14, 2026v0.4

AI Chat transcript insight review

Closed the gap between open coaching chat and the Journey record by letting users save the conversation and review transcript-derived map insights before a coach sees them.

Shipped

  • Added a visible Save Journey action inside AI Chat so the selected Journey can be refreshed after a conversation.
  • Added Review chat insights to scan the transcript for missing Change Map evidence and stage confirmable transition proposals.
  • Transcript review can suggest behaviors working against the goal, hidden commitments, big assumptions, and the first experiment when those fields are still empty.
  • Kept the workflow confirmation-based so AI-generated hypotheses do not silently become client truth.
  • Added mobile Review, Email, and PDF controls without reintroducing horizontal overflow.

Evidence

  • pnpm test:state-transitions verifies transcript-derived proposals for behaviors, hidden commitments, first experiments, and confirmation requirements.
  • pnpm typecheck passes with the chat insight review and Journey save controls.
  • pnpm smoke:mobile-layout passes with the mobile AI Chat review controls.
  • pnpm build passes before deploy.
  • Live Playwright verification confirmed Save Journey and Review chat insights on desktop, plus Save Journey and Review on mobile with no horizontal overflow.
Unlocks next

Make the review step feel like a guided coach/client handoff: show what was captured, what still needs to be explored, and what the coach should review first.

July 14, 2026v0.4

AI chat conversation context continuity

Stopped AI Chat from treating each answer like an isolated prompt by sending recent conversation and current map context into the coach provider.

Shipped

  • Coach API requests now accept a bounded recent conversation transcript and the current Change Map state.
  • AI Chat sends the latest conversation turns with each coach request so emotionally important facts do not have to be repeated.
  • The OpenAI prompt now instructs the coach to use recent context before asking clarifying questions and to avoid asking users to restate facts they already provided.
  • The prompt now names the current Change Map so the coach can move toward the next Change Map step instead of staying in generic goal clarification.

Evidence

  • pnpm test:coach-context verifies recent conversation, current map state, and anti-repetition instructions are present in the provider prompt.
  • pnpm typecheck passes with the coach API context schema and AI Chat request payload.
Unlocks next

Add visible confirm/reject controls for AI-proposed map updates so context becomes a user-approved Change Map instead of passive chat history.

July 14, 2026v0.4

AI chat visible Journey switcher

Made the selected Journey visible inside AI Chat so users can switch saved journeys without editing the URL.

Shipped

  • Added an Active Journey switcher near the start of AI Chat that shows the current journey title before the conversation begins.
  • Loaded saved journeys from /api/journeys and kept generated or newly saved chat journeys visible even before the index refreshes.
  • Switching journeys now updates selected Journey storage and the browser URL, then reloads the chat draft from the selected Journey snapshot.
  • The switcher collapses to a single-column control on tablet and phone layouts to avoid horizontal overflow.

Evidence

  • pnpm smoke:ai-chat-export now creates a second saved Journey, verifies the active switcher value, switches journeys, and confirms selected Journey storage and URL updates.
  • pnpm typecheck passes with the Journey switcher state and selected Journey helpers.
Unlocks next

Add a clear confirm/reject flow for AI-proposed change map updates so the user controls which suggestions become part of the Journey.

Update Workflow

How this roadmap stays useful.

After every shipped development pass. The roadmap should show what changed, what evidence proves it, what moved status, and which three builds are now highest value.

1
Codex

Record the shipped change

Generate a release log draft from commits, then edit it while implementation details and verification evidence are still fresh.

  • Run pnpm roadmap:release -- --since=<commit> --version=<version> --title=<title>.
  • Add the date, version, title, and plain-language summary.
  • List the shipped user-visible or architecture-visible changes.
  • Include concrete evidence such as build, deploy, auth, smoke, or visual checks.
2
Codex

Update version progress

Draft roadmap data changes in the private editor, then move item statuses based on what actually shipped.

  • Open the Editor section on /roadmap and draft the roadmap JSON change.
  • Copy the validated JSON into the roadmap source when it is ready to ship.
  • Mark completed items complete only when verified.
  • Keep one active version unless a transition is deliberate.
  • Refresh next actions so they still point to the next real implementation step.
3
Jackson + Codex

Re-rank the next three builds

Keep the build queue opinionated so the next session starts with a clear recommendation.

  • Promote the next highest-value user or coach outcome.
  • Write acceptance criteria that can be tested or reviewed.
  • Keep effort honest so small wins and deeper platform work stay balanced.
4
Codex

Publish and verify

Treat the roadmap as part of the product surface, so it should be validated locally, checked in CI, deployed, and smoke-tested like any other page.

  • Run pnpm roadmap:validate before build and deployment.
  • Run pnpm roadmap:export to refresh ROADMAP.md.
  • Run pnpm roadmap:review to refresh ROADMAP_REVIEW.md.
  • Run pnpm validate:quality before deployment.
  • Let GitHub Actions run the roadmap quality workflow on push or pull request.
  • Deploy the Cloudflare Worker.
  • Run pnpm validate:live against the deployed review URL.
  • Verify the private auth gate and live roadmap content.
Private Draft Editor

Edit the roadmap data.

Draft changes here, copy the JSON, then apply it to the roadmap source when the update is ready to ship. This keeps the live roadmap stable while we shape the next release.

v0.1 · July 2026

Foundation

Create the first working ChangEngine surface and prove deployment.

Prove ChangEngine can ship as a real Cloudflare-hosted product, not just a concept.

Complete100% complete
Complete

Next.js and Cloudflare deployment

App Router, OpenNext, Cloudflare Worker deployment, and live review URL.

Complete

OpenAI provider boundary

Mock and OpenAI providers with structured output and safe runtime configuration.

Complete

Methodology engine

Change Map installed as the first pluggable methodology.

Complete

Light and dark appearance

Settings-backed system, light, and dark appearance modes with local review persistence.

Update history

July 12, 2026Light and dark mode shipped

Settings now lets reviewers choose system, light, or dark appearance, with theme preferences included in local account data controls.

July 11, 2026OpenAI connected

Cloudflare now uses the OpenAI provider with structured Responses API output.

July 11, 2026Protected live review URL

The site is password-gated for private review during development.

v0.2 · July 2026

Carl Preparation

Turn the leadership deck into a guided pre-session workbook.

Help a client arrive to a Carl session with useful self-observation instead of a blank page.

Complete100% complete
Complete

Prepare for Carl

Personal Brand, desired brand, first Change Map, test run, and copyable session brief.

Complete

Carl Mode

First Coach Engine profile with transparent inspired-by-Carl boundaries.

Complete

Mobile navigation

Mobile app bar for Home, Prepare, Session, and Roadmap access.

Complete

PPT companion previews

Let Prepare users open ChangEngine-styled previews of the leadership deck references while answering prompts.

Update history

July 12, 2026Prepare deck companion previews shipped

Prepare now includes deck-source preview buttons and email-ready Carl session briefs.

July 11, 2026Change Map resource shipped

Added a homepage-linked resource article explaining competing commitments, big assumptions, and small evidence-based tests.

July 11, 2026Prepare for Carl shipped

PPT source material became a guided preparation workflow and copyable session brief.

v0.3 · Now

Coach Session Workspace

Make ChangEngine useful during a real session with Carl or another coach.

Give Carl a calm, practical in-session companion that tracks the Change Map while he stays present.

Complete100% complete
Complete

Session workspace shell

Prep brief, coach notes, live Change Map, suggested coaching moves, and session handoff.

Complete

Real preparation import

Carry completed Prepare answers into the Session workspace instead of showing sample content.

Complete

Confirmed vs. hypothesis map states

Let a coach promote, edit, and remove map evidence as hypothesis or confirmed entries with clear review history.

Complete

Clean session handoff

Generate a concise close-of-session summary with client language, hypotheses, open questions, and one next test.

Complete

Guided session console

Clarify the live coaching screen around one flow: review prep, capture notes, promote insight, and design one small test.

Complete

Session close rail cleanup

Make the right rail read as a closing checklist and collapse after-test reflection until it is relevant.

Complete

Guided Change Map stepper

Show one map column at a time with compact navigation across Commitment, Behaviors, Competing commitment, Big assumption, and Test run.

Complete

Carl-style map micro-prompts

Add a short Carl-style question and listening cue to each guided Change Map column.

Next actions

  1. Tune the map micro-prompts with real Carl transcript language after the Sunday and Wednesday sessions are captured with permission.
  2. Add a Coach DNA intake flow for uploading and reviewing Carl session transcripts.
  3. Connect Session summaries to account-backed journey records after auth and Postgres activation.

Update history

July 14, 2026Carl-style map micro-prompts shipped

Each guided Change Map column now includes a short coaching question and a listening cue for the active Session map step.

July 14, 2026Guided Change Map stepper shipped

The Session map now works one Change Map column at a time with compact navigation and editable evidence in the active column.

July 14, 2026Session close rail cleanup shipped

The Session right rail now starts with a simple now/during/close guide, and after-test reflection is collapsed until needed.

v0.4 · Now

Persistent Journeys

Save client work so sessions become an ongoing journey rather than one-off pages.

Persist preparation, notes, maps, and experiments so coaching can continue over time.

Complete96% complete
Complete

Database schema

Prisma/PostgreSQL models for users, journeys, maps, notes, tests, and sessions.

Complete

Autosave

Protect preparation, notes, map edits, experiments, and transition history with local and server journey autosave.

Complete

Server journey autosave

Debounce selected Session workspace changes into the journey API so server snapshots stay current without a manual Save click.

Complete

Exportable summaries

Generate coach/client summaries for follow-up after each session.

Complete

Experiment test designer

Shape one low-risk Change Map experiment with an assumption, action, prediction, evidence plan, review date, and boundaries.

Complete

Experiment reflection loop

Capture what happened after a test, what changed, and the revised assumption without overwriting the original prediction.

Complete

Experiment timeline

Review planned tests, completed reflections, revised assumptions, and next steps across the journey.

Complete

OpenAI voice cues

Use sparse AI-generated audio playback beside vital Prepare and Session guidance without exposing OpenAI keys to the browser.

Complete

Auth gateway smoke harness

Prove signed actor headers offline or against a deployed header-mode environment before switching production out of review mode.

Complete

Membership-aware Postgres smoke

Prove live database save/load, coach visibility, shared-client visibility, and unrelated-client exclusion before activating Postgres.

Complete

Prepare answer Postgres projection

Save Prepare answers into structured Postgres rows alongside the lossless journey snapshot.

Complete

Session and map Postgres projection

Save current session notes and promoted Change Map evidence into structured Postgres rows alongside the lossless journey snapshot.

Complete

Experiment Postgres projection

Save experiment timeline entries and reflections into structured Postgres rows alongside the lossless journey snapshot.

Complete

Session handoff Postgres projection

Save the exportable coach/client handoff summary into structured Postgres rows alongside the lossless journey snapshot.

Complete

Role-aware Session workspace

Give clients a simple shared session room for notes, preparation review, and journey context while coaches open a focused cockpit from the same Journey record.

Complete

Local account data controls

Let reviewers copy, download, and reset browser-local ChangEngine data while server-side account deletion waits for real auth and profiles.

Complete

Mobile layout Playwright smoke

Run a repeatable browser smoke for Prepare, Settings, and Roadmap at mobile widths before deploys.

Complete

Mobile visible text guard

Check visible mobile text line boxes so card-level clipping cannot hide Prepare hero or progress copy.

Complete

Accessibility smoke

Run a repeatable accessibility smoke for landmarks, headings, named controls, labels, duplicate ids, and hidden focus traps.

Complete

Performance smoke

Run a repeatable performance smoke for route timing, request count, transfer size, and HTML payload budgets.

Complete

Security smoke

Run a repeatable security smoke for review auth, security headers, safe API errors, auth activation state, and storage readiness.

Complete

Postgres activation validator

Run one account-backed persistence activation command before and after DATABASE_URL is configured.

Complete

Auth activation validator

Run one production-auth activation command before and after a signed-header gateway is configured.

Complete

Activation cutover validator

Run one combined production cutover gate before switching storage or auth runtime modes.

Complete

Cutover status surface

Show one combined production cutover verdict on the Roadmap and through an API.

Complete

Coach DNA source readiness

Block Carl Mode source promotion until consented source records, review status, and revocation handling are persistent.

Complete

Journey API roundtrip smoke

Prove authenticated journey create, save, restore, list, and membership paths before switching persistence adapters.

Complete

Postgres API smoke guard

Require the journey API smoke to prove active Postgres adapter status during production storage cutover.

Complete

Cloudflare Access auth adapter

Resolve Cloudflare Access authenticated email headers into ChangEngine client, coach, and admin actors through server-side role allowlists.

Complete

Cloudflare Access smoke harness

Prove Cloudflare Access actor resolution offline and against a deployed Access-protected Worker before switching production auth mode.

Next

Passwordless Google and Apple sign-in

Use Google and Apple identity providers for coach and client login so ChangEngine never stores user passwords or password reset secrets.

Next

Coach invite account flow

Let a coach sign in, create a client Journey, and send a client invite that opens the client's own Journey without exposing other coach records.

Complete

Prepare snapshot versioning

Advance journey snapshot versions when selected-journey preparation is saved so the persistence path has an auditable change trail.

Complete

Session snapshot versioning

Advance journey snapshot versions when selected-journey Session saves or autosaves update in-session state.

Complete

Journey stale write guard

Reject stale Journey API writes so older client snapshots cannot overwrite newer server state.

Complete

Coach stream UI

Stream assistant text into the coaching conversation while preserving structured final metadata for safety, stage, and map updates.

Complete

AI chat export rail

Keep the live change map available while the chat scrolls and export the conversation by email or print-to-PDF.

Complete

Mobile AI chat export

Expose the same Email and PDF chat export controls on phone layouts where the desktop map rail is hidden.

Complete

AI Chat transcript insight review

Save the current chat to the selected Journey and review transcript-derived Change Map suggestions before confirming them.

Complete

Review flow integration smoke

Run one browser-backed review flow across Home, Prepare, Session, Settings, Roadmap, and mobile navigation before local and live releases.

Complete

Unit test suite command

Run one local command for focused logic, policy, repository, state, privacy, and preference tests without browser or external service setup.

Complete

ESLint and formatting foundation

Run ESLint through the release-quality gate and keep Prettier available for intentional formatting passes.

Complete

Build warning cleanup

Remove the known production-build warnings so roadmap releases have a quieter quality signal.

Complete

shadcn/ui foundation

Add the shadcn registry config, cn helper, first Button primitive, and contract test for future shared UI primitives.

Complete

Account settings repository boundary

Persist theme, audio, and privacy preferences through a static review adapter now and User.preferences in Postgres once authenticated accounts are active.

Complete

Account settings API sync path

Expose authenticated account settings get/save routes and a Settings page sync bridge for theme, audio, and privacy preferences.

Complete

Account settings cutover gate

Require account settings storage readiness before production cutover can be marked complete.

Complete

Postgres validator account settings coverage

Run account settings repository coverage inside the Postgres activation validator and document the paired repository-mode switch.

Complete

Account settings database smoke

Verify account preferences save, normalize, reload, and clean up through User.preferences during credentialed Postgres activation.

Complete

Prepare dark-mode styling cleanup

Resolve conflicting dark-mode Prepare card, meter, pill, and disabled-action styling while preserving mobile layout guards.

Complete

Prepare answer AI refinement

Let users refine a preparation answer with AI from the field itself, with undo available before the original wording is lost.

Complete

Custom coach Postgres storage

Persist account-owned custom coach models through a CustomCoachModel table and Postgres repository once managed storage is active.

Complete

Production switch plan

Expose the exact runtime variables, blockers, and validation command required before moving review storage and auth into production mode.

Complete

Postgres activation settings checklist

Show the managed DATABASE_URL, database smoke, repository switch, and live validation checklist directly in Settings.

Complete

Auth activation settings checklist

Show signed-header and Cloudflare Access provider setup, blockers, smoke commands, and live validation directly in Settings.

Complete

Prepare live webpage refresh

Open the clean Presentation Page route with the latest in-page answers instead of stale static fallback data.

Complete

Runtime config parity gate

Keep local env, Cloudflare vars, docs, and validator handoffs aligned with the production storage switch plan.

Complete

Journey archive

Hide older saved journeys from the active index and restore them from Settings without deleting server snapshots.

Complete

Account migration preview

Show a categorized review packet for local browser data that can later become account-backed after auth and Postgres activation.

Complete

Selectable migration packets

Let reviewers choose which local data categories to export or import as a migration packet before account-backed import exists.

Complete

Auth provider setup plan

Expose signed-header and Cloudflare Access setup variables, smoke commands, blockers, and active states in the Roadmap readiness panel.

Complete

Account migration API

Accept selected migration packets on the server and apply preference data through the account settings repository while queueing journey data for Postgres import.

Complete

Journey draft migration import

Convert valid local Prepare and Session migration packet data into repository-backed journey snapshots while keeping incomplete categories pending.

Complete

Archive choices migration import

Normalize archived journey choices from selected migration packets so hidden journeys can become account-backed archive preferences later.

Complete

Coach DNA migration quarantine

Summarize Coach DNA packet data for review without applying it until consent-audited source persistence and promotion are active.

Complete

Migration packet server dry run

Validate selected account migration packets through the server import boundary without saving preferences or journey snapshots.

Active

Account-backed persistence

Save and restore real journeys, settings, and custom coach models from the database instead of using localStorage or cache as the source of truth.

Next actions

  1. Turn Review chat insights into a guided handoff summary that shows captured evidence, missing Change Map fields, and the first coach-review priority.
  2. Persist quarantined Coach DNA migration data as consent-audited source records after auth and Postgres CoachProfile storage are active.
  3. Configure Cloudflare Access with Google sign-in first, then add Apple through the OIDC provider path once Apple developer credentials are ready.
  4. Use the Settings migration packet import/export contract as the account-backed data migration shape once users can sign in.
  5. Connect managed PostgreSQL credentials and run pnpm validate:postgres -- --with-database.
  6. Switch CHANGENGINE_JOURNEY_REPOSITORY, CHANGENGINE_ACCOUNT_SETTINGS_REPOSITORY, CHANGENGINE_CUSTOM_COACH_REPOSITORY, and CHANGENGINE_COACH_PROFILE_REPOSITORY to postgres only after the credentialed smoke passes.
  7. Protect the Worker with Cloudflare Access, configure coach/client role allowlists, and verify /api/access/status resolves Tricia and a test client before switching CHANGENGINE_AUTH_MODE=cloudflare-access.

Update history

July 18, 2026Role-aware Session workspace shipped

Session now defaults to a client-facing room with shared notes and preparation context, while coaches can open the coach cockpit from the same Journey using the coach role view.

July 14, 2026AI Chat transcript insight review shipped

AI Chat can now save the active conversation to the selected Journey and stage confirmable Change Map suggestions from the transcript for coach/client review.

July 14, 2026Auth activation settings checklist shipped

Settings now has a production auth activation checklist with Cloudflare Access and signed-header provider paths, blockers, and smoke commands.

v0.5 · July 2026

Coach Companion Intelligence

Use AI to assist the coach without taking over the coaching relationship.

Generate useful coaching support while preserving Carl's judgment, timing, and client trust.

Complete100% complete
Complete

Live suggested questions

Generate Carl-style coaching moves from notes and confirmed map state.

Complete

Safety and boundaries

Add routing for crisis, therapy-like, or unsupported use cases.

Complete

Coach profile library

Support future Coach Engines beyond Carl with consent-based profiles.

Complete

Coach DNA review and promotion

Review captured observations before they become approved Coach Engine profile material.

Complete

Structured state classifier

Validate stage, confidence, safety level, recommended action, and tool routing before AI suggestions affect state.

Complete

Safety router and retry states

Route crisis, pause, careful coaching, and provider-failure states before normal coaching suggestions continue.

Complete

Classifier-aware state transitions

Convert provider state updates and classifier recommendations into confirmable map updates before mutating coaching state.

Complete

Session transition consolidation

Route note promotion, experiment seeding, reflection promotion, and timeline capture through confirmable session transition proposals.

Complete

Persist transition history

Save confirmed transition records with journey snapshots and coach-facing session exports.

Complete

Retry UI affordances

Replay retryable provider-failure states from the last safe coach request without losing the user message.

Next actions

  1. Activate managed Postgres journey persistence once DATABASE_URL is configured.
  2. Connect confirmed transition history to richer coach-facing review filters.
  3. Map authenticated users from Auth.js or an equivalent account layer into the access policy boundary.

Update history

July 12, 2026Retry UI affordances shipped

Retryable provider failures now preserve the last safe request and show a Retry last message action in the coaching workspace.

July 12, 2026Persist transition history shipped

Confirmed session transitions are now saved with journey snapshots, restored into Session, listed in the transition review panel, and included in session exports.

July 12, 2026Session transition consolidation shipped

Session workspace actions now stage auditable transition proposals and require confirmation before promoting notes, seeding experiments, seeding reflections, promoting revised assumptions, or adding timeline entries.

v0.6 · Planned

Voice and Presence

Make audio feel intentional, configurable, and ethically clear as ChangEngine grows toward richer coach presence.

Let users hear key guidance without clutter while preserving consent boundaries for any coach-inspired or custom voice experience.

Planned33% complete
Complete

Voice Settings page

Allow users to choose a built-in OpenAI voice, playback preference, and speed for sparse audio cues.

Planned

Audio disclosure system

Keep AI-generated audio disclosures visible and reusable across Prepare, Session, resources, and future coach surfaces.

Planned

Consented custom coach voice path

Block custom coach voice use until consent recordings, source samples, and explicit usage permissions are configured.

Next actions

  1. Add persistent playback preferences only after account-backed settings exist.
  2. Keep Carl-inspired language separate from any future consented Carl audio voice profile.
  3. Design the reusable consent checklist for any future custom coach voice path.

Update history

July 12, 2026Voice Settings shipped

Reviewers can now choose a built-in OpenAI voice and playback speed for sparse audio cues from /app/settings.

July 12, 2026Voice roadmap added

Sparse audio cues are now shipped in v0.4, with Settings, playback preferences, and consented custom coach audio tracked as planned v0.6 work.

v0.7 · Next

Growth Journey

Turn ChangEngine into a transformation platform where each client works through named Change Map-based workshops over time.

Move beyond one map or one session by giving clients and coaches a workshop-based growth journey with context-aware AI, visible progress, experiments, reflections, and coach review.

Next79% complete
Complete

Growth Journey information architecture

Add the coach/client navigation model for Dashboard, Identity, Growth Journey, Workshops, Experiments, Journal, Insights, Coach, and Settings.

Complete

Workshop category taxonomy

Let clients and coaches choose Professional, Financial, Spiritual, Personal, Relationship, Emotional, Legacy, or Custom as the container for each Growth Chart.

Complete

Category-first Growth Chart builder

Remove preset templates from the visible build flow so each client starts with an empty category-backed Growth Chart and can add multiple charts in the same category over time.

Complete

Custom workshop creation

Allow clients or coaches to create unlimited custom workshops while preserving the same Change Map structure, experiment loop, and coach-review boundaries.

Complete

Workshop data model

Represent each workshop as a durable record connected to a client Journey, with overview, current status, Change Map, experiments, reflections, journal entries, insights, coach notes, AI Coach context, progress, and session history.

Complete

First workshop experience

Build one complete workshop, preferably Strategic Partner or Pricing From Value, before expanding into the full category library.

Active

Workshop-aware AI Coach

Route AI prompts through the active workshop context so the coach can draft Change Maps, suggest competing commitments and deeper assumptions, recommend experiments, summarize journal patterns, prepare sessions, and compare progress over time.

Complete

Visual progress model

Track workshop movement through Awareness, Understanding, Experimentation, Habit Formation, Integration, and Transformation without implying guaranteed outcomes.

Complete

Client Journal and Insights

Let clients add journal entries and mark insights that attach to the active workshop and inform future AI and coach sessions.

Complete

Coach View

Give coaches a focused mode to review all workshops, leave notes, suggest experiments, track progress, review journals, and prepare future sessions.

Next

Workshop-to-session handoff

Let a workshop seed Prepare, AI Chat, and live Session context so coaching begins from the client's current growth track instead of a blank conversation.

Complete

Growth Workshop slide export

Turn the active workshop map into a branded slide and download a Google Slides-importable PPTX for coaching sessions.

Planned

Native Google Slides export

Create or update Google Slides directly from ChangEngine after account-backed Google OAuth and Drive permissions exist.

Complete

Growth Journey boundaries

Keep language honest: progress represents observed engagement and confirmed learning, not diagnosis, therapy, or a promise of transformation.

Next actions

  1. Connect the selected Growth Workshop to Prepare so a client starts from the right workshop goal, protection, assumption, and experiment.
  2. Add active Growth Workshop context to AI Chat requests so the AI can ask workshop-specific questions from durable state.
  3. Add active Growth Workshop context to the live Session workspace so the coach sees current workshop focus, experiments, journals, and coach notes before the call.
  4. Add native Google Slides export after Google OAuth and Drive permissions are available to authenticated users.
  5. Persist coach-authored workshop review notes separately from client-authored journal and experiment history.
  6. Move Growth Workshop storage from cache-backed review mode into the account-backed Postgres projection after managed database credentials are connected.

Update history

July 19, 2026Category-first Growth Chart builder shipped

Growth Journey now starts from selectable workshop categories, including Emotional Growth and Custom, and creates client-specific Growth Charts instead of presenting preset templates as work already started.

July 16, 2026Growth Workshop slide export shipped

The Growth Workshop editor can now preview a ChangEngine-branded slide and download a Google Slides-importable PPTX.

July 16, 2026Growth Journey architecture shipped

Growth Workshops now save to Journey records, support custom workshop definitions, include journal and experiment history, offer AI-assisted draft suggestions, and provide cross-workshop coach insight rollups.

v0.8 · Next

Continuous Becoming Journey

Unify Prepare, Growth, Session, Experiments, Evidence, and Review into one calm client journey with clear role-specific surfaces.

Make ChangEngine feel less like separate app sections and more like one long-running coaching record that helps a client notice who they are becoming, what protects old patterns, what they are testing, and what evidence is emerging.

Active50% complete
Complete

Master product update captured

Add the master product update to the roadmap as the v0.8 product direction, preserving current routes, data, maps, client work, and the Carl-inspired coach model.

Complete

Client My Journey home

Create a client-facing /app/becoming page that shows current stage, primary next action, what is becoming clear, current experiment, recent evidence, and Journey Record access.

Complete

Journey movement indicator

Show a restrained movement model across client pages using Awareness, Pattern, Protection, Competing Commitment, Big Assumption, Experiment, Evidence, and Integration.

Active

Role-based navigation refinement

Separate client, coach, and admin navigation so clients see the journey path while coaches see Clients, Sessions, Change Maps, Coach Model, Resources, and Settings.

Complete

Living Change Map states

Add explicit field states for Not explored, Emerging, Proposed, Client-confirmed, Coach-reviewed, and Tested through evidence.

Complete

Insight Timeline

Create a chronological timeline of preparation updates, AI-suggested insights, confirmed map changes, experiments, evidence, reflections, coach notes, and session summaries.

Complete

Versioned Growth Plan

Bridge Prepare and Session into a source-aware long-range plan for identity, Target Experiences, Behavioral Breakthroughs, active Growth Workshops, Journey history, and complete PowerPoint exports.

Planned

90-day Action Plan

Extend a confirmed Growth Plan into a versioned 30/60/90-day execution plan with coordinated action areas, outcome, next actions, owner, target date, review cadence, status, related Growth Workshop or assumption, evidence notes, and PowerPoint exports for the overview, action-area details, timeline, and progress review.

Complete

Experiments page

Add /app/experiments as the living place for active, completed, paused, and suggested experiments with evidence and learning attached.

Planned

Session state model

Split Session into Before the session, During the session, and After the session states so clients and coaches know what the page is for.

Planned

Coach Model governance

Give Coach Model source material clear Profile, Coaching Model, Sources, Review, Versions, consent, and append-not-replace behavior.

Planned

Long-term memory boundaries

Persist summaries and evidence into structured Journey memory without pretending uncertain hypotheses are settled truth.

Planned

Safe Journey duplication

Let a coach duplicate a saved Journey into a new independent record before revising it, preserving the original Journey and its history unchanged.

Planned

Magic-link email delivery and Google Sign-In

Email single-use magic links through the existing Gmail delivery boundary and offer Google Sign-In as an alternate route into the same role-aware ChangEngine session.

Next actions

  1. Connect Growth Chart save into the Competing Commitment conversation so the next step is obvious after a chart is saved.
  2. Turn Journal Notes into a lightweight drawer and clarify Experiment History as the evidence log for Session.
  3. Add a Coach / Client mode switch so coaches can preview the client experience while retaining access.
  4. Refine role-based navigation so coach mode is focused on managing clients and client mode is focused on progressing through the journey.
  5. Connect My Journey stage indicators into Prepare, Growth, Session, and Journey Record.
  6. Design the 90-day Action Plan model and workflow so one or two confirmed Growth Plan priorities can seed coordinated action areas, review cadences, and PowerPoint slides.
  7. Add a Duplicate Journey action that confirms the new record is saved before opening it and never mutates the source Journey.
  8. Finish production magic-link email delivery, then add Google Sign-In without replacing the shared ChangEngine session and role model.

Update history

July 29, 2026Growth Plan extension completed

Added versioned Growth Plans with deterministic seeding, explicit AI suggestion review, active-priority workshop handoffs, Session proposals, Coach Review and Journey Record summaries, and Prepare-first PowerPoint export modes.

July 24, 2026Living Journey foundation completed

My Journey, Experiments, and Journey Record now share explicit map states and a chronological insight timeline derived from saved Journey data.

July 24, 2026My Journey first slice added

Added /app/becoming as a client-facing Journey home and updated the roadmap to track the continuous becoming model.