--- created: 2026-04-19 type: roadmap project: publedge status: living --- # PubLedge Roadmap Living housekeeping document. Tracks what shipped, what's pending, and what's deferred. Updated as milestones move. The original workshop plan lives at [_workshop/ROADMAP.md](_workshop/ROADMAP.md) and is frozen as historical record. ## Current version Protocol specification `v0.2.0`; stable MCP server `v0.2.1`, released 2026-08-04. ## Current disposition Standalone product expansion is parked. PubLedge is maintained as the thin recordkeeping convention and verifiable-records layer of the PAICE legal graph. See [INTENT.md](INTENT.md) for the authoritative scope, active work, and revisit triggers. The active lane is routine maintenance, existing-record fidelity, Obligation-First compatibility, authority responses, and integration demanded by an active legal-graph consumer. The v0.2 feature lists below are historical planning context, not an active work queue. ## What shipped Inherited free from the Knowledge-as-Code template at bootstrap: - MCP server (`mcp-server.js`) exposing `list_*`, `get_*`, `search`, `get_matrix`, `get_mappings` tools driven by `project.yml`. Read-only, stdio transport. Client config at `mcp.json`. - CLI validators: `scripts/validate.js` (cross-reference checks), `scripts/verify.js` (structural checks), `scripts/validate-hashes.sh` (MANIFEST integrity), `scripts/check-links.js`, `scripts/build.js`. Authored for PubLedge: - `PROTOCOL.md` — protocol specification - `PRIOR-ART.md` — prior-art survey (Utah 63M-17, SEC no-action, IRS PLRs, CFPB advisory, Utah court forms) - Utah JIA + RMA templates under `_templates/` with gist `@type` in frontmatter - `data/examples/instruments/utah-mental-health-chatbot-disclosure-2026q2.md` — **us-ut-oaip-jia-0001**, first registry instance (draft) - Workshop outputs under `_workshop/` (TAXONOMY, SITEMAP, CONTENT-GUIDE, ROADMAP) - `vendor/gist/` pinned snapshot of `gistCore.ttl` with `VERSION.md` note - `ATTRIBUTION.md` citing gist (CC-BY 4.0, Semantic Arts) - MANIFEST.yaml with skill-provenance-style hash tracking (24 files) - Private snapshot staged under `_private/lawyer-snapshot/` for external reviewers Shipped 2026-04-19 (engineering + schema session): - JSON Schemas: `schema/jia.schema.json`, `schema/rma.schema.json` - JSON-LD context: `schema/context.jsonld` binding PubLedge properties to gist IRIs - `@type` frontmatter on authorities, instruments, obligations (gist:GovernmentOrganization, gist:Agreement, gist:Requirement) - Unified site generator (`scripts/build-extras.js`): copies `reference/**/*.html`, renders `_templates/**/*.md` → `/template//` + `/templates/` index, copies MANIFEST/LICENSE/prose source/imgs/schema into `docs/`, renames feed → `feed.xml`, extends sitemap + llms.txt + agents.json with protocol/templates/MCP capabilities - GitHub Pages source switched from `main /` to `main /docs` - Root-level duplicate discovery files removed (index.html, 404.html, agents.json, llms.txt, sitemap.xml, robots.txt, feed.xml, CNAME) — all now generator-owned in `docs/` - Navigation extended (project.yml): Protocol, Templates, Prior Art links visible on every page Shipped 2026-04-19 (prior-art remap + spec v0.2 session): - Frontmatter spec **v0.2** in [_workshop/CONTENT-GUIDE.md](_workshop/CONTENT-GUIDE.md): decoupled top-level `@type` (artifact class) from `obligation_kind` (posture chip); locked `type:` enum to seven values; new shared "Interpretive-instrument core fields" block used by JIA/RMA/no-action/advisory/PLR; new sections 2a–2d for no-action letters, advisory opinions, PLRs, and interpretive letters; canonical `statute_anchors[]` object shape `{cite, url}`; canonical authority pattern (both `authority:` slug and `issued_by:` typed block required); added `source`, `publication_citations[]`, withdrawal triplet (`withdrawn_date` / `withdrawal_reason` / `withdrawn_by_instrument`), `redaction_level`; replaced fixed per-file disclaimer with renderer-composed disclaimer keyed off `source` + `status` - Three demonstration remaps under `data/examples/instruments/`: - [sec-latham-watkins-rule-506c-2025.md](data/examples/instruments/sec-latham-watkins-rule-506c-2025.md) — SEC no-action letter (Rule 506(c) verification, 2025-03-12); exercises `obligation_kind: [permission]` + `reliance_scope: similarly-situated-third-parties` - [cfpb-pay-to-pay-fees-2022.md](data/examples/instruments/cfpb-pay-to-pay-fees-2022.md) — CFPB advisory opinion (Pay-to-Pay Fees, Reg F, 2022-06-29); exercises `obligation_kind: [restriction]` + `reliance_scope: public` + `requesting_party: null` - [irs-plr-202506001.md](data/examples/instruments/irs-plr-202506001.md) — IRS PLR 202506001 (§141 management contracts, 2025-02-07); exercises `reliance_scope: requesting-party-only` + `redaction_level: full` + PDF-only source - Utah us-ut-oaip-jia-0001 demo retrofitted to v0.2 frontmatter - [PRIOR-ART.md](PRIOR-ART.md) updated with "Reference remaps" section linking the three demo instruments Shipped 2026-04-19 (late session — Utah RMA quartet + federal expansions + ID migration): - Six new demonstration instruments under `data/examples/instruments/` ingested via `publedge-source-ingest` skill: - [irs-plr-202614036.md](data/examples/instruments/irs-plr-202614036.md) — IRS adverse PLR, §501(c)(3) denial (2026-01-12); exercises `obligation_kind: [restriction]` in a PLR, dual-letter structure, `authority: irs-tege` (second distinct IRS sub-agency) - [cftc-fia-cta-registration-2017.md](data/examples/instruments/cftc-fia-cta-registration-2017.md) — CFTC Letter 17-65, CTA registration / MiFID II unbundling (2017-12-11); first `type: interpretive-letter` in registry - [utah-elizachat-teen-mental-health-2024.md](data/examples/instruments/utah-elizachat-teen-mental-health-2024.md) — `us-ut-oaip-rma-0001`; incident-triggered 30-day cure forbearance, phased school-district rollout, pre-§13-77 GenAI disclosure anchor - [utah-dentacor-ai-radiograph-2025.md](data/examples/instruments/utah-dentacor-ai-radiograph-2025.md) — `us-ut-oaip-rma-0002`; scope-of-practice RMA for non-prescribing profession, single-statute forbearance (§58-69-5) - [utah-doctronic-rx-renewal-2025.md](data/examples/instruments/utah-doctronic-rx-renewal-2025.md) — `us-ut-oaip-rma-0003`; three-party contract, multi-statute mitigation bundle across seven prescriber chapters - [utah-legion-health-psych-refill-2026.md](data/examples/instruments/utah-legion-health-psych-refill-2026.md) — `us-ut-oaip-rma-0004`; two-entity participant, deferred Commencement Date (`term_start: null`), statute-renumbering straddle (§13-72-302 → §13-72-401), two-tier affiliated-provider forbearance - **Jurisdiction-scoped ID migration**: IDs changed from `PL-{KIND}-NNNN` to `{jurisdiction}-{authority}-{kind}-{seq}`, lowercase, with native document numbers preserved (`us-irs-plr-202506001`, `us-cftc-il-17-65`) and zero-padded sequences scoped to `{jurisdiction, kind}` by effective date (`us-ut-oaip-rma-0001`..`0004`). Bare `us` replaces `us-federal`. Schema regex patterns, `PROTOCOL.md` identifier section, `SKILL.md` Phase 4 spec, and all templates/docs updated. - Registry totals: 10 instruments spanning 6 authorities (Utah OAIP, SEC, CFPB, IRS Chief Counsel, IRS TEGE, CFTC DSIO) and 5 instrument types (`jia`, `rma`, `no-action-letter`, `advisory-opinion`, `private-letter-ruling`, `interpretive-letter`). Every value of `obligation_kind` and `reliance_scope` is now exercised by at least one instrument. - [PRIOR-ART.md](PRIOR-ART.md) expanded with the four Utah RMAs + CFTC interpretive letter + IRS adverse PLR rows; count updated 3 → 9 remaps. Shipped 2026-04-21 (canonical URL architecture + status vocabulary + EAL UI parity): - Canonical hierarchical URL paths: `/{country}/{jurisdiction}/{authority}/{type}/{YYYY-NNN}/` - Stable identifier scheme finalised: `{jurisdiction}-{authority}-{kind}-{YYYY-NNN}` (e.g. `us-ut-oaip-rma-2025-001`); filenames match. - `record.json` per instrument — Schema.org `LegalDocument` JSON-LD, served at canonical URL + `/record.json`. - Legacy `/container/{old-id}/` paths emit meta-refresh redirect stubs. - Jurisdiction index pages at every hierarchy level (`/us/`, `/us/utah/`, `/us/utah/oaip/`, etc.). - Utah landing at `/us/utah/` with narrative + 4-chapter statute map. - 5 Utah statutes ingested as first-class instrument records (`us-ut-legislature-statute-*`); `utah-legislature` authority added. Registry at the close of this session: 14 instruments, 7 authorities, 2 jurisdictions. - Status vocabulary expanded to 9 values; `DEFINITIONS.md` added; `/definitions/` page renders it. - PubLedge Disclaimer & Source Policy at `/reference/disclaimer/`; footer "Not legal advice" links there. - Source PDFs + OCR'd text linked from Utah RMA records; `scripts/ocr-pdf.sh` added. - `calendar.ics`, `api/v1/upcoming.json`, `api/v1/recently_changed.json` added. - UI: per-column sort/filter, keyboard shortcuts (`/`, `?`, `j/k`), rich ARIA search, freshness badges, anchor-copy buttons, print stylesheet, jurisdiction chips, prev/next sibling nav, changelog strip, schema-completeness warnings. - `assets/theme.js` shared theme + disclaimer-banner injector for hand-crafted pages. - Protocol content moved from `/reference/protocol/` → `/about/` (redirect stub retained). - Navigation: `Instruments`, `Obligations`, `Definitions`, `Authorities` pages. - Copyright → PAICE.work PBC. - `build.js` + `build-extras.js` dual-script pipeline; `npm run build` alias retained. Shipped 2026-04-21 (obligations + mapping extraction): - 25 new obligation records under `data/examples/obligations/` (1 → 26 total): 6 Utah statute obligations drawn from SB 149, SB 226, HB 452, HB 320; 14 Utah OAIP RMA obligations (6 cross-RMA shared + ElizaChat, Dentacor, Doctronic/Legion-specific); 5 federal obligations (CFPB pay-to-pay, CFTC unbundled-fee, IRS incentive-fee PLR, IRS 501(c)(3) adverse PLR, SEC Rule 506(c)). - 13 new mapping entries in `data/examples/mapping/index.yml` (1 → 14): every instrument in the registry now maps to one or more obligations. - Homepage stats move from 1 → 26 obligations, 1 → 14 provisions mapped; `/matrix.html` shows filled cells across the full registry; `/obligations.html` groups obligations by requirement/restriction/permission; 47 `requires/*` bridge pages auto-generated. - SB 271 personal-identity-abuse obligation deferred — no SB 271 instrument record yet in PubLedge. Shipped 2026-04-22 (agent-surface expansion): - JSON-LD on every top-level page: homepage `@graph` with `WebSite` + `Organization` + `DataCatalog` + 3 child `Dataset` nodes with `DataDownload` distributions; `ItemList` on `/instruments.html`, `/obligations.html`, `/authorities.html`; `Dataset` on `/matrix.html`; `DefinedTermSet` on `/definitions/`; `Article` on `/about/`; `DigitalDocument` on `/reference/disclaimer/`. `renderPageShell` extended to accept `structuredData` parameter so any future page can inherit. - Split sitemap: `sitemap.xml` is now a sitemap index; per-section files at `sitemap-records.xml`, `sitemap-authorities.xml`, `sitemap-statutes.xml`, `sitemap-reference.xml`, `sitemap-templates.xml`, `sitemap-bridges.xml`, `sitemap-meta.xml`. - Additional feeds: `feed.json` (JSON Feed 1.1) and `atom.xml` (Atom 1.0) alongside the existing RSS 2.0 `feed.xml`; all three pull from the 14-record recently-changed set. - `schema/json/record.schema.json` (JSON Schema draft 2020-12) shipped for the `record.json` payload shape; served at the canonical URL on every agent-readable record. - MCP server extended: `list_` now accepts `jurisdiction`/`authority`/`type`/`status` filters; new tools `fetch_by_url`, `search_obligations`, `get_upcoming`, `get_recently_changed`; canonical URL helpers in server mirror `build.js::attachCanonicalPaths`. 13 tools total, stdio JSON-RPC smoke-tested. - `robots.txt` gained explicit `Allow: /` entries for 17 AI crawlers (GPTBot, ChatGPT-User, OAI-SearchBot, ClaudeBot, Claude-Web, anthropic-ai, PerplexityBot, Perplexity-User, Google-Extended, Applebot-Extended, cohere-ai, CCBot, Bytespider, Amazonbot, Meta-ExternalAgent, Meta-ExternalFetcher, DuckAssistBot). Prior generic `User-agent: *` allow retained for crawlers not in the list. - Open Graph meta fixes: `og:image` double-slash bug (siteUrl trailing slash + image leading slash) corrected; `twitter:site` no longer emits `[object Object]` from the YAML empty-string parser path; homepage `og:title` strengthened from bare `"Home"` to `"{site} — {tagline}"`. - Homepage `Use PubLedge` card grid with six concrete CTAs: Browse registry, Cite a record, Run the MCP server, Contribute, Subscribe, Read the disclaimer. Obligations section redesigned from full list (26 cards) to a 3-card group summary (Requirements/Restrictions/Permissions with counts + anchor links) plus a 4-card "Most cross-cutting" row ranked by `regCount`. - Favicon: `` declared on every generated and hand-authored page (browsers previously 404'd `/favicon.ico`). - Upcoming-milestones widget hardened against `effective: null` records (YAML parser returns string `"null"`, producing `NaNd`); explicit ISO-date guard added. Shipped 2026-04-22 (accessibility remediation): - Resolved all 70 axe-core instances across 4 rules from `.a11y-audit/audit-2026-04-22.md`: - `color-contrast` (34 instances, serious): permission green `#2a8a54` → `#1f7a43` (5.8:1 on white); recency "new" badge `#c8811a` → `#8b5a0a` (4.8:1); dark-mode foreground remap for 6 selectors (navy → link token) so tokens used as text on `#0c111c` pass 4.5:1. - `link-name` (2 instances, serious): `generateCompareBridge` emitted empty `.bridge-cta` anchors because `cA.name` / `cB.name` are undefined (containers use `.title`); fixed the fallback and added explicit "View " prefix. - `region` (33 instances, moderate): `renderSiteBanner` emitted `
` which is outside every landmark (note is not a landmark role); changed to `