Product Requirements & Roadmap Handbook

Customer-facing product roadmap grounded in PRD v3.12 — the milestone loop (M0–M7), functional requirements each milestone delivers, and the user stories that trace to them.

Overview

The Kav AI Platform (KAP) follows a milestone-gated delivery model. Each milestone has gate criteria (product and technical), delivers a set of functional requirements, and is validated by user stories with testable acceptance criteria. A functional requirement (FR) is a statement of one discrete capability the platform must provide — what it must do, not how it’s built — carrying a stable ID of the form FR-<AREA>-<NN> (e.g. FR-APP-02) that user stories and test suites cite for traceability. This handbook is the engineering-facing companion to the PRD — the PRD owns the what and why, this handbook owns the when and how it behaves.

Source of truth

Every fact below is derived from three canonical data files under docs/portfolio/_data/:

File Purpose
milestones.yaml The milestone ledger (M0–M5) — names, targets, statuses, gate criteria
requirements.yaml The FR catalogue (PRD Appendix A) — 71 requirements with capability, priority, status, milestone
capabilities.yaml The capability catalogue — five deep modules + four cross-cutting concerns that classify every FR
tests.yaml The test-suite registry (TEST-XXX-NN) — suites mapped to FRs, rendered into the Test Traceability page

A review sheet is generated from these files by docs/portfolio/_build/generate_requirements_review.py into docs/architecture/requirements-by-milestone.md. This handbook’s own FR catalogue — the click-through target for every FR ID below — is generated the same way by docs/portfolio/_build/generate_fr_catalogue.py. The user stories page — the click-through target for every US ID below — is generated from docs/portfolio/product/user-stories/*.qmd by docs/portfolio/_build/generate_user_stories_page.py. To update the data, edit the _data/*.yaml files (or the .qmd story files) and re-run the generators.


Milestone Taxonomy

KAP uses a M0–M5 milestone taxonomy spanning July 2025 through Q4 2026, plus a directional H1 2027 roadmap horizon for autonomous-patrol robotics and dose-aware inspection work.

Milestone Name Target Status Gate (Technical)
M0 Platform Foundation Jul 2025 ✅ Done Web-Based 3D Viewer + Multi-Tenant Auth + Operator Dashboard + Visual Defect Gallery
M1 AI Foundation Dec 2025 ✅ Done Multimodal AI Pipeline + Natural Language Chat + Automated Agentic Coordination + On-Demand Defect Detection
M2 App MVP Mar 2026 ✅ Done 3D Viewer + AI Chat functional
M3 AI Q2 Delivery Jun 2026 ✅ Done Contextual Data Chat + Failure Recovery + Agent Evaluation Tests
M4 Persistent Sensing Q3 2026 📋 Planned Multi-Sensor Automated Detection + CAD (IFC) Ingestion & P&ID Tag-Linkage + Geo-Tagged Spatial Anchoring + Contextual Chat Phase 1
M5 Engineering Context & Enterprise Q4 2026 📋 Planned SCADA/OPC UA Connectors + IOW Checks + 3D CAD Model Overlay + P&ID SQL Connector + SOC 2 Type II + Compliance Management + Customer Cloud Tenant Deployment
H1 2027 Roadmap horizon H1 2027 📋 Directional _Not a committed milestone — autonomous patrol robotics + dose-/hazard-aware inspection

Gate criteria (product and technical)

Each milestone carries two phrasings of its gate: a product gate (business outcome) and a technical gate (engineering deliverables). Both live in milestones.yaml.

Milestone Product Gate Technical Gate
M0 3D Viewer + Authentication + Image Gallery + Operator Dashboard, validated on first real-world RGB inspection dataset Web-Based 3D Viewer + Multi-Tenant Auth + Operator Dashboard + Visual Defect Gallery
M1 Multimodal AI Pipeline + Natural Language Interface + Automated Task Coordination + Machine Vision Engine prototype, validated with thermal imagery and gas sensor readings Multimodal AI Pipeline + Natural Language Chat + Automated Agentic Coordination + On-Demand Defect Detection
M2 Unified 3D Viewer + AI Chat operator interface; Avoided-Cost Pilot case study (MVP v0.2) 3D Viewer + AI Chat functional
M3 MVP v0.3 — Contextual data chat in persona-tailored workspaces (Data Explorer & Integrity Engineer); validated agent reliability (evaluation tests + failure recovery) Contextual Data Chat + Failure Recovery + Agent Evaluation Tests
M4 MVP v0.4 — Closed loop on inspection evidence (Alpha) + CAD/P&ID Engineering Context; Quantified Inspection Prioritization; RBI/IDMS Workflow Integration; Persona Sign-off (IE & DE); ROI Calculator Multi-Sensor Automated Detection + CAD (IFC) Ingestion & P&ID Tag-Linkage + Geo-Tagged Spatial Anchoring + Contextual Chat Phase 1
M5 Engineering-context depth + enterprise readiness; 10 Signed Letters of Intent (LOIs); SOC 2 Type II Sign-off; First 3 Production Subscriptions; Customer Cloud Tenant Package (air-gapped: H1 2027) SCADA/OPC UA Connectors + IOW Checks + 3D CAD Model Overlay + P&ID SQL Connector + SOC 2 Type II + Compliance Management + Customer Cloud Tenant Deployment

Status legend

  • ✅ Done — milestone delivered and gate criteria met
  • 🔵 Active — currently in progress; gate criteria being worked
  • 📋 Planned — committed milestone with target quarter; not yet started
  • 📋 Directional (H1 2027 only) — roadmap horizon, not a committed milestone

Capabilities

Every FR is classified under one of five deep modules (the product architecture) or one of four cross-cutting concerns. Capabilities provide the stable categories that requirements roll up under and that each milestone matures.

The five deep modules

Capability Owns
Evidence Intake Normalized evidence, QC, provenance, timestamp alignment
World Model Asset identity, spatial registration, tag reconciliation, engineering context, photorealistic 3D scene (3DGS), AI assistant brain
Evidence Confidence Cross-source correlation, contradiction, consistency, calibrated confidence
Integrity Analytical Chain Observed anomaly → damage-mechanism review → risk assessment → inspection-plan reasoning
Operator Handoff Verification queue, recommendation packets, inspection plan handoff

Cross-cutting concerns

Concern Owns
Application Surface 3D viewer, contextual data-chat, interactive overlays
Security & Compliance Certifications, compliance management, access control
Deployment Profile Runtime profiles — SaaS, customer tenant, air-gapped, high-hazard
Commercial / GTM Partner-integrated delivery, proposal templates, MVP demonstration program

Requirements by Milestone

71 requirements total (v3.9, after the FR-CAD-05 retirement): 15 delivered · 2 alpha prototypes · 4 in progress (Q2) · 12 Q3 target · 28 Q4 target · 3 Q4 research-gated · 7 H1 2027 roadmap · 9 Critical.

✦ = Critical priority.


M0 — Platform Foundation · Jul 2025 · ✅ Done

5 requirements · all delivered.

Product gate: 3D Viewer + Authentication + Image Gallery + Operator Dashboard, validated on first real-world RGB inspection dataset Technical gate: Web-Based 3D Viewer + Multi-Tenant Auth + Operator Dashboard + Visual Defect Gallery

FR Capability Priority Feature
FR-APP-07 ✦ Application Surface Critical Web-based 3D inspection viewer (Cesium geospatial scene)
FR-APP-08 Application Surface High Operator dashboard — organization / campaign / anomaly overview
FR-APP-09 Application Surface High Visual defect gallery — geo-tagged imagery, annotations & anomaly bounding boxes
FR-EVI-01 Evidence Intake High RGB inspection imagery ingestion — EXIF / GPS provenance & dataset scoping
FR-SEC-04 ✦ Security & Compliance Critical Multi-tenant authentication & workspace access control

M1 — AI Foundation · Dec 2025 · ✅ Done

4 requirements · all delivered.

Product gate: Multimodal AI Pipeline + Natural Language Interface + Automated Task Coordination + Machine Vision Engine prototype, validated with thermal imagery and gas sensor readings Technical gate: Multimodal AI Pipeline + Natural Language Chat + Automated Agentic Coordination + On-Demand Defect Detection

FR Capability Priority Feature
FR-AI-05 Application Surface High First-generation AI chat assistant — natural-language query over inspection data (early, not-yet-reliable prototype)
FR-APP-10 Application Surface High Automated agentic task coordination — multi-agent orchestration (planner / executor, tool routing)
FR-APP-12 Application Surface Medium Gas measurement visualization — sensor-reading heatmap overlay on the 3D scene
FR-EVI-02 Evidence Intake High Multimodal evidence pipeline foundation — thermal / OGI / gas ingest (prototype)

M2 — App MVP · Mar 2026 · ✅ Done

2 requirements. Statuses corrected by the v3.9 source audit (2026-09-01): FR-APP-11 is In Progress — no backend emits the provenance event on any branch; FR-OPS-01 is an alpha prototype — the export exists only on the alpha lineage.

Product gate: Unified 3D Viewer + AI Chat operator interface; Avoided-Cost Pilot case study (MVP v0.2) Technical gate: 3D Viewer + AI Chat functional

FR Capability Priority Feature
FR-APP-11 Application Surface Medium Provenance-cited chat answers — citations & tool-execution timeline
FR-OPS-01 Operator Handoff Medium Work-order / recommendation export — markdown + CSV

M3 — AI Q2 Delivery · Jun 2026 · ✅ Done (with exceptions)

5 requirements. Closed by the v3.9 source audit (2026-09-01): FR-APP-02, FR-APP-13, FR-APP-14, and FR-APP-16 verified Delivered on the production branch; FR-APP-15 (persona workspaces) is an alpha prototype pending promotion.

Product gate: MVP v0.3 — Contextual data chat in persona-tailored workspaces (Data Explorer & Integrity Engineer); validated agent reliability (evaluation tests + failure recovery) Technical gate: Contextual Data Chat + Failure Recovery + Agent Evaluation Tests

FR Capability Priority Feature
FR-APP-02 ✦ Application Surface Critical Contextual data chat Ph.0 — single-turn NL query (classify → SQL execute → report) over workspace data
FR-APP-13 ✦ Application Surface Critical Agent failure recovery — Supabase RLS/timeout, Gemini rate-limit/timeout, JWT expiry, and blob-storage retry handled without pipeline crash
FR-APP-14 Application Surface High Contextual chat agent evaluation gate — classifier/executor/reporter accuracy benchmarks required before ship
FR-APP-15 Application Surface High Persona-tailored workspace chat scoping — Data Explorer vs Integrity Engineer chat views
FR-APP-16 ✦ Application Surface Critical Contextual chat SQL-injection & malicious-input defense — DML/DDL blocking, injection-pattern rejection, workspace-scoped query firewall

User stories — M3

Story Persona Acceptance criteria reference (FR IDs)
US-M3-01 — Workspace-scoped natural-language query Integrity Engineer FR-APP-02, FR-APP-03
US-M3-08 — Graceful degradation on backend faults Integrity Engineer FR-APP-13
US-M3-09 — Trustworthy chat backed by accuracy gates Integrity Engineer FR-APP-14
US-M3-10 — Persona-tailored workspace view Data Explorer FR-APP-15
US-M3-11 — Query firewall against injection and malicious input Integrity Engineer FR-APP-16

M4 — Persistent Sensing · Q3 2026 · 📋 Planned

15 requirements · 3 in progress (CAD work pulled into Q2).

Product gate: MVP v0.4 — Closed loop on inspection evidence (Alpha) + CAD/P&ID Engineering Context; IDMS Workflow Integration; Persona Sign-off (IE & DE); ROI Calculator Technical gate: Multi-Sensor Ingestion (OGI / Thermal / Gas) + CAD (IFC) Ingestion & P&ID Tag-Linkage + Geo-Tagged Spatial Anchoring + Contextual Chat Phase 1

FR Capability Priority Status Feature
FR-APP-03 Application Surface High Q3 Target Contextual data chat Ph.1
FR-PRT-02 Commercial / GTM High Q3 Target Reference partnership — OI.Expert × Kav AI integrated proposal template
FR-APP-04 Application Surface High Q3 Target Chat with 3D map
FR-APP-05 Application Surface Medium Q3 Target Interactive overlays
FR-APP-06 Operator Handoff Medium Q3 Target Automated reports
FR-APP-17 Application Surface Medium Q3 Target Asset-scoped chat focus — set an engineering asset tag (e.g. AB-106) as chat scope; queries ground on the resolved asset record, its findings, and its geo-vicinity
FR-SCN-01 Evidence Intake High Q3 Target OGI sensor ingestion
FR-SCN-02 Evidence Intake High Q3 Target Calibrated thermal ingestion
FR-SCN-03 Evidence Intake High Q3 Target Gas sensor ingestion
FR-INT-03 ✦ Operator Handoff Critical Q3 Target IDMS bidirectional integration specification
FR-PRT-01 Operator Handoff High Q3 Target Partner-integrated delivery model — single procurement vehicle, partner-provided HITL seat
FR-CAD-01 World Model High In Progress (Q2) CAD geometry via open IFC4 (BIM STEP) standard
FR-CAD-06 World Model High In Progress (Q2) DEXPI open-standard P&ID ingestion (equipment, nozzles, piping, connectivity)
FR-CAD-07 World Model High In Progress (Q2) Deterministic dual-tagging (legacy CAD ↔︎ operator / DEXPI tags) with asset cross-reference
FR-VIS-02 World Model High Q3 Target Geo-tagged assets & images in 3D

User stories — M4

Story Persona Acceptance criteria reference (FR IDs)
US-M4-03 — Geo-tagged assets & imagery in 3D Data Explorer FR-VIS-02
US-M4-05 — IDMS bidirectional integration Integrity Engineer FR-INT-03
US-M4-06 — Partner-integrated delivery Operations Supervisor FR-PRT-01
US-M4-08 — Click-through from 3D element to engineering identity Integrity Engineer FR-CAD-01, FR-CAD-07
US-M4-09 — P&ID structure from a clicked asset Integrity Engineer FR-CAD-06
US-M4-10 — Chat grounded on the 3D map Data Explorer FR-APP-04, FR-APP-05
US-M4-11 — Multi-modal anomaly review Integrity Engineer FR-SCN-01, FR-SCN-02, FR-SCN-03
US-M4-12 — One-click finding export Integrity Engineer FR-APP-06
US-M4-13 — Focus the chat on an asset Integrity Engineer FR-APP-17
US-M4-14 — Anomalies on an asset and its vicinity Integrity Engineer FR-APP-17

M5 — Engineering Context & Enterprise · Q4 2026 · 📋 Planned

24 requirements · 0 in motion.

Product gate: Engineering-context depth + enterprise readiness; Quantified Inspection Prioritization (API 581 RBI); 10 Signed Letters of Intent (LOIs); SOC 2 Type II Sign-off; First 3 Production Subscriptions; Customer Cloud Tenant Package (air-gapped: H1 2027) Technical gate: Multi-Sensor Automated Detection + Evidence-Confidence Gates (Filter Skill, Calibration, Stage 3.5, Cross-Source Correlation) + SCADA/OPC UA Connectors + IOW Checks + API 581 RBI Intervals + Solomon Benchmarking + 3D CAD Model Overlay + P&ID SQL Connector + SOC 2 Type II + Compliance Management + Customer Cloud Tenant Deployment

FR Capability Priority Status Feature
FR-SEC-01 ✦ Security & Compliance Critical Q4 Target SOC 2 Type II certification
FR-SEC-02 Deployment Profile High Q4 Target Customer cloud tenant deployment
FR-SEC-03 Security & Compliance High Q4 Target Compliance management
FR-INT-01 Evidence Intake High Q4 Target OPC UA SCADA connector
FR-AI-04 Evidence Confidence Medium Q4 Target Out-of-distribution (OOD) detector update cadence — moved from Q3: verification needs a held-out campaign as OOD ground truth plus an update cycle (data-gated, same rationale as the v3.5 SCADA move)
FR-AI-01 ✦ Evidence Confidence Critical Q4 Target Filter Skill calibration & FNR measurement
FR-AI-02 Evidence Confidence High Q4 Target Confidence score calibration protocol
FR-AI-03 Evidence Confidence High Q4 Target Chain-level consistency gate (Stage 3.5)
FR-ANO-01 Evidence Confidence High Q4 (research-gated) Cross-modal anomaly detection
FR-XSC-01 ✦ Evidence Confidence Critical Q4 Target Cross-source correlation engine — promoted to named primitive (tag / match / score / surface)
FR-MDA-01 Integrity Analytical Chain High Q4 Target Solomon Associates benchmarking
FR-RBI-01 Integrity Analytical Chain High Q4 Target API 581 inspection interval calculation
FR-RBI-02 Integrity Analytical Chain High Q4 Target Equipment class boundary of automation
FR-INT-02 World Model Medium Q4 Target P&ID database (SQL) connector — direct read (distinct from DEXPI ingestion, FR-CAD-06)
FR-INT-04 Operator Handoff High Q4 Target SAP PM certified connector
FR-VIS-01 World Model Medium Q4 Target 3D CAD model overlay
FR-CAD-02 World Model High Q4 Target CAD version tracking and diff visualization
FR-CAD-03 World Model High Q4 Target As-built vs as-designed comparison
FR-CAD-04 World Model Medium Q4 Target Engineering change notification
FR-CAD-08 World Model Medium Q4 Target Additional CAD formats (RVT / DGN) beyond IFC4
FR-XSC-02 Evidence Confidence High Q4 Target Multi-source confirmed TPR > 98% / FPR < 2% target reporting
FR-ANO-02 Evidence Confidence High Q4 (research-gated) Physical AI reasoning & remediation
FR-MDA-02 Evidence Confidence High Q4 (research-gated) Synthetic data generation

User stories — M5

Story Persona Acceptance criteria reference (FR IDs)
US-M5-01 — SCADA / IOW signals (read-only) Integrity Engineer FR-INT-01
US-M5-02 — 3D CAD model overlay Data Explorer FR-VIS-01
US-M5-03 — CAD lifecycle: diff, as-built, change Design Engineer FR-CAD-02, FR-CAD-03, FR-CAD-04, FR-CAD-08
US-M5-04 — P&ID database (SQL) connector Integrity Engineer FR-INT-02
US-M5-05 — Multi-source confirmed reporting On-call Integrity Engineer FR-XSC-01, FR-XSC-02
US-M5-06 — Physical-AI reasoning to remediation Integrity Engineer FR-ANO-02
US-M5-07 — Synthetic data for rare defects Data Explorer FR-MDA-02
US-M5-10 — Calibrated, gated AI outputs On-call Integrity Engineer FR-AI-02, FR-AI-03, FR-AI-04
US-M5-11 — Cross-source correlation primitive On-call Integrity Engineer FR-ANO-01, FR-XSC-01
US-M5-12 — Grounded damage-mechanism suggestions On-call Integrity Engineer FR-AI-01
US-M5-13 — RBI inspection intervals and scope Integrity Engineer FR-MDA-01, FR-RBI-01, FR-RBI-02
US-M5-08 — SAP PM certified connector Integrity Engineer FR-INT-04
US-M5-09 — Certification, compliance, and deployment profiles Operations Supervisor FR-NUC-01, FR-SEC-01, FR-SEC-02, FR-SEC-03

H1 2027 — Roadmap Horizon · H1 2027 · 📋 Directional

7 requirements · 0 in motion.

Not a committed milestone — a directional roadmap horizon (FR milestone H1-2027); it is tracked here but absent from the canonical ledger (milestones.yaml).

FR Capability Priority Feature
FR-NUC-01 Deployment Profile Medium Dose-aware inspection workflow (GI: Hazard-aware inspection workflow — dose, heat, hot/molten material, hazardous-area gas, confined space)
FR-NAV-01 Evidence Intake Medium Full spatial navigation
FR-ROB-01 Evidence Intake High KRSI robot ingestion adapter
FR-ROB-02 Evidence Intake High Fixed infrastructure: navigation beacons
FR-ROB-03 Evidence Intake High Fixed infrastructure: communication backbone
FR-ROB-04 Evidence Intake Medium Coverage orchestration
FR-ROB-05 Evidence Intake High Fleet intelligence analytics

User stories — H1 2027

Story Persona Acceptance criteria reference (FR IDs)
US-H1-01 — Autonomous robot coverage Operations Supervisor FR-ROB-01, FR-ROB-04, FR-ROB-05
US-H1-02 — Fixed capture infrastructure Operations Supervisor FR-ROB-02, FR-ROB-03
US-H1-03 — Full spatial navigation Data Explorer FR-NAV-01

User Stories Convention

User stories are the execution companion to the PRD. The PRD owns the what and why (the FR catalogue); user stories own the how it behaves — testable acceptance criteria organized by milestone.

Format

  • Story format: As a [persona], I want [capability] so that [benefit].
  • Acceptance criteria: Given / When / Then, covering the happy path, at least one error or empty state, and any negative case (“must not…”).
  • Traceability: each story is tagged with its FR ID(s) and the FR’s current status, taken from PRD Appendix A.
  • IDs: US-<milestone>-<n> (e.g. US-M3-01).

Coverage convention

  • Delivered foundations (M0–M2): No user stories are recorded. Delivered milestones retire to release notes per the user-stories convention. Stories are written for active/forward milestones only.
  • Active and forward milestones (M3 onward): Each FR should be cited by at least one user story. Uncited FRs are flagged as a coverage gap during review.

Personas

Persona Who they are
Integrity Engineer (IE) Reviews and validates findings; owns sign-off on Critical findings and Remaining Life.
Data Explorer (DE) Explores datasets, imagery, and gas readings; surfaces patterns and anomalies visually.
On-call Integrity Engineer Time-pressured decision-maker during shifts; needs calibrated, gated AI outputs.
Operations Supervisor Oversees facility-wide inspection programs; approves coverage plans and deployment profiles.
Design Engineer Works with CAD/BIM models; needs version tracking, as-built comparisons, and change notifications.

Traceability

Requirements, user stories, and tests are linked through the functional requirement: user stories cite the FRs they depend on, and test suites cite the FRs they evidence — so story ↔︎ test coverage is derived from those two citations rather than maintained by hand. The chain from planning to implementation is:

Milestone (milestones.yaml)
    │
    ▼
Functional Requirement (requirements.yaml)
    │
    ▼
User Story (docs/portfolio/product/user-stories/)
    │
    ▼
Test Registry (tests.yaml — TEST-XXX-NN)
    │
    ▼
Implementation (test_*.py)

Every functional test suite should be registered in docs/portfolio/_data/tests.yaml and linked to a requirement via fr_ids. The full matrix — every FR with its test suites and derived user stories — is on the Test Traceability page; see the Tests Handbook for test tiers and the @pytest.mark.registry marker pattern.


Editing the Data

To add, modify, or remove a requirement, milestone, or capability:

  1. Edit the relevant _data/*.yaml file under docs/portfolio/_data/ (for a requirement or a test suite) or the relevant docs/portfolio/product/user-stories/*.qmd file (for a story)
  2. Re-run the generators: python docs/portfolio/_build/generate_requirements_review.py, python docs/portfolio/_build/generate_fr_catalogue.py, python docs/portfolio/_build/generate_user_stories_page.py, and python docs/portfolio/_build/generate_test_traceability.py
  3. Re-render the handbook: npm run build from docs/handbooks/

The _data/requirements.yaml file is the single source of truth for every requirement fact; the .qmd files under docs/portfolio/product/user-stories/ are the single source of truth for every story’s text; _data/tests.yaml is the single source of truth for the test-suite registry. The review sheet, the FR catalogue, the user-stories page, the test-traceability page, and this handbook only re-arrange those for readability.

FR and user-story full detail both live in this same handbook site — not on the separate Quarto portfolio site — because that Quarto book’s own chapter list only wires up m3.qmd today (see docs/portfolio/_quarto.yml), so a cross-site link to m4/m5/horizon would 404.

New FR IDs added to the milestone tables below must be wrapped as [**FR-ID**](./fr-catalogue.qmd#FR-ID) (or [`FR-ID`](./fr-catalogue.qmd#FR-ID) in an Acceptance-criteria-reference cell) so they click through to the FR catalogue entry; the FR catalogue itself is generated, but these table links are hand-maintained. Likewise, new US IDs must link to their story anchor, e.g. [**US-M3-01**](./user-stories.qmd#US-M3-01) — the anchor comes from the {#US-ID} explicit heading ID in the corresponding docs/portfolio/product/user-stories/*.qmd file, and the story’s rendering on the user-stories page comes from generate_user_stories_page.py.


Last Updated: 2026-06-29