# MORPH-SPEC v3.0 - Implementation Roadmap

> 10-week implementation plan with phases, deliverables, and success metrics

**Status:** Planning Complete ✅
**Last Updated:** 2026-02-18
**Total Duration:** 10 weeks
**Phases:** 8

---

## Table of Contents

- [Overview](#overview)
- [Phase-by-Phase Breakdown](#phase-by-phase-breakdown)
- [Success Metrics](#success-metrics)
- [Critical Files](#critical-files)
- [Risks & Mitigations](#risks--mitigations)

---

## Overview

### Timeline Summary

| Phase | Duration | Focus | Key Deliverables |
|-------|----------|-------|------------------|
| **1** | Week 1-2 | Foundation | Thread Manager, Analytics Engine, Core Four Tracking |
| **2** | Week 3 | Context Optimization | Priming, MCP Hygiene, Context Bundles |
| **3** | Week 4-5 | Parallelization | P-Thread, Parallel Executor, Squad Templates |
| **4** | Week 6 | Fusion & Long-Running | F-Thread, Stop Hooks, L-Thread |
| **5** | Week 7 | Meta-Programming | 12+ HOPs, HOP Composer |
| **6** | Week 8 | Agent Expansion | 9 New Agents, 23 New Standards |
| **7** | Week 9 | Trust & Zero-Touch | Trust Manager, Z-Thread Workflow |
| **8** | Week 10 | Integration & Testing | E2E Tests, Migration Tools, Documentation |

### Cumulative Impact by Phase

| After Phase | Throughput | Context | Autonomy | Coverage | Automation |
|-------------|------------|---------|----------|----------|------------|
| **1** | Baseline | Baseline | Baseline | 90% | 0% |
| **2** | Baseline | **-30%** | Baseline | 90% | 0% |
| **3** | **+100%** | -30% | Baseline | 90% | 0% |
| **4** | +150% | -30% | **+300%** | 90% | 0% |
| **5** | +150% | -30% | +300% | 90% | 0% |
| **6** | +150% | -30% | +300% | **100%** | 0% |
| **7** | +150% | -30% | +300% | 100% | **+50%** |
| **8** | **+200-400%** | **-40%** | **+700%** | 100% | 50% |

---

## Phase-by-Phase Breakdown

### Phase 1: Foundation (Week 1-2)

**Goal:** Visibility and measurement

#### Week 1 Deliverables

**1. Thread Management System**
```
New Files:
├── src/lib/thread-manager.js (core logic, ~500 lines)
├── src/commands/threads.js (CLI commands, ~300 lines)
└── state.json schema extensions

Commands Implemented:
├── morph-spec threads list
├── morph-spec threads status {id}
├── morph-spec threads kill {id}
└── morph-spec threads analytics
```

**2. Core Four Tracking**
```
New Files:
├── src/lib/core-four-tracker.js (~300 lines)
└── src/commands/core-four.js (~200 lines)

Features:
├── Real-time context tracking (tokens)
├── Model monitoring (Sonnet 4.5)
├── Prompt display
└── Tool usage statistics (Read, Write, Edit, Bash)
```

#### Week 2 Deliverables

**3. Analytics Engine Foundation**
```
New Files:
├── src/lib/analytics-engine.js (metrics collection, ~600 lines)
├── src/commands/analytics.js (CLI commands, ~400 lines)
└── ASCII charts helpers (~200 lines)

Commands Implemented:
├── morph-spec analytics feature {name}
├── morph-spec analytics project --period=30d
└── morph-spec analytics compare {f1} vs {f2}
```

**4. Context Tracker**
```
New Files:
├── src/lib/context-tracker.js (token monitoring, ~400 lines)
└── Integration with thread-manager

Features:
├── Per-thread token tracking
├── Peak usage detection
├── Average calculation
└── Optimization suggestions
```

#### Success Metrics
- ✅ Can view all active threads
- ✅ Can track tool calls per feature
- ✅ Baseline analytics for current state
- ✅ Context usage visible (tokens per feature)

#### Impact
- **Visibility:** 0% → 100%
- **Baseline:** Establish metrics for measuring improvements
- **Foundation:** All future phases build on this

---

### Phase 2: Context Optimization (Week 3)

**Goal:** 30-40% token reduction

#### Deliverables

**1. Context Priming System**
```
New Files:
├── .morph/context/feature-prime.md (500 tokens vs 23K)
├── .morph/context/bug-prime.md
├── .morph/context/refactor-prime.md
├── .morph/context/design-prime.md
└── .morph/context/infra-prime.md

Commands Implemented:
├── /prime-feature (shortcut)
├── /prime-bug
├── /prime-refactor
├── /prime-design
└── /prime-infra
```

**2. MCP Hygiene Automation**
```
New Files:
├── src/lib/mcp-optimizer.js (~300 lines)
└── src/commands/mcp.js (~200 lines)

Features:
├── Auto-detect unused MCP servers
├── Suggest removal (saves ~10K tokens)
└── morph-spec mcp optimize
```

**3. Context Bundles**
```
New Files:
├── src/lib/context-bundler.js (~500 lines)
├── .morph/bundles/*.json (compressed checkpoints)
└── src/commands/resume.js (~200 lines)

Features:
├── Bundle compression (decisions, artifacts, next steps)
├── 85% token reduction on replay (180K → 15K)
└── morph-spec resume {feature} --from-bundle {checkpoint}
```

#### Success Metrics
- ✅ CLAUDE.md: 23K → 500 tokens (-95%)
- ✅ Session replay: 180K → 15K tokens (-92%)
- ✅ Overall context: -30-40% reduction

#### Impact
- **Token reduction:** -30-40% (cost savings)
- **Response speed:** 2-3x faster with primed context
- **Cost savings:** Significant monthly reduction

---

### Phase 3: Parallelization (Week 4-5)

**Goal:** 2-3x throughput increase

#### Week 4 Deliverables

**1. P-Thread Support**
```
New Files:
├── src/lib/parallel-executor.js (core logic, ~700 lines)
├── agents.json schema extension (squadConfigs)
└── llm-interaction.json config (parallelExecution)

Commands Implemented:
├── morph-spec tasks run T001,T002,T003 --parallel --max-concurrent=3
└── morph-spec agents spawn-squad {feature} --parallel backend,frontend,infra
```

**2. Thread Coordination**
```
New Files:
├── src/lib/thread-coordinator.js (wait strategies, ~400 lines)
└── src/commands/threads-extended.js

Commands Implemented:
├── morph-spec threads wait-all {feature}
└── morph-spec threads wait-any {feature}
```

#### Week 5 Deliverables

**3. Squad Templates**
```
New Files:
├── framework/squad-templates/full-stack.json
├── framework/squad-templates/backend-only.json
├── framework/squad-templates/frontend-only.json
└── src/commands/squad-template.js

Features:
├── Pre-configured squad patterns
├── morph-spec squad-template list
├── morph-spec squad-template use full-stack
└── Customizable squad configs
```

**4. Parallel Workflow Integration**
```
Modified Files:
├── src/lib/workflow-detector.js (auto-select parallel)
├── src/lib/task-dependency-analyzer.js (NEW, ~300 lines)
└── workflows/*.json (updated configs)

Features:
├── Workflow detector auto-selects parallel execution
├── Task dependency analyzer (T001 → T002 = sequential)
└── Smart parallel vs sequential decisions
```

#### Success Metrics
- ✅ Can run 3-5 threads in parallel
- ✅ Measure parallel efficiency (actual vs theoretical)
- ✅ Compare throughput: before/after (target: +100-200%)

#### Impact
- **Throughput:** 1 feature/day → 2-3 features/day (+100-200%)
- **Tool calls:** ~100/feature → ~200/feature (+100%)
- **Concurrent work:** 1 → 3-5 threads

---

### Phase 4: Fusion & Long-Running (Week 6)

**Goal:** Confidence and autonomy

#### Deliverables

**1. F-Thread Support**
```
New Files:
├── src/lib/fusion-executor.js (core logic, ~600 lines)
├── framework/workflows/configs/fusion.json
└── src/commands/agents-fuse.js (~300 lines)

Aggregation Strategies:
├── best-of-n (score and pick best)
├── consensus (merge common elements)
├── manual-select (present all, user chooses)
└── weighted-average (combine proportionally)

Commands Implemented:
├── morph-spec agents fuse --prompt "design auth" --count=3 --strategy=best-of-n
└── morph-spec review aggregate {feature} --agents=a1,a2,a3
```

**2. Stop Hooks (Ralph Wiggum)**
```
New Files:
├── framework/hooks/agent-stop/validate-and-continue.js
├── framework/hooks/agent-stop/validate-checkpoints.js
├── framework/hooks/agent-stop/validate-tests.js
├── src/lib/stop-hook-executor.js (~400 lines)
└── llm-interaction.json config (stopHooks)

Features:
├── Agent stop → validation runs
├── If passed → complete
├── If failed → feedback + continue
├── Max retries: 5
└── Interval: 30 min
```

**3. Long-Running Workflow**
```
New Files:
├── framework/workflows/configs/long-running.json
└── Integration with stop hooks

Features:
├── Hours-long autonomous runs (2-4 hours)
├── Periodic validation (every 30 min)
├── User reviews only final result
└── Auto-detect via keywords ("autonomous", "large scope")
```

#### Success Metrics
- ✅ Can run best-of-3 design comparisons
- ✅ Agent can run for >4 hours autonomously
- ✅ Validation loop works without human intervention

#### Impact
- **Confidence:** Best-of-3 designs (+200% chance optimal)
- **Autonomy:** >4 hour runs (+700% vs 30 min)
- **Quality:** Higher confidence in critical decisions

---

### Phase 5: Meta-Programming (Week 7)

**Goal:** Reusable prompt patterns

#### Deliverables

**1. 12+ Higher-Order Prompts**
```
New Files:
framework/templates/meta-prompts/
├── squad-leaders/
│   ├── squad-leader.md
│   ├── backend-squad.md
│   └── frontend-squad.md
├── parallel-workers/
│   ├── parallel-worker.md
│   └── parallel-coordinator.md
├── hops/
│   ├── hop-wrapper.md
│   ├── hop-retry.md
│   └── hop-validation.md
├── validators/
│   ├── checkpoint-validator.md
│   └── pre-commit-validator.md
└── fusion/
    ├── fusion-agent.md
    └── fusion-aggregator.md

Total: 12 HOPs (Handlebars templates)
```

**2. HOP Rendering CLI**
```
Modified Files:
├── src/commands/template.js (extend with render command)
└── Integration with agent spawning

Commands Implemented:
├── morph-spec template render meta-prompts/backend-squad --vars='{...}'
└── Auto-render HOPs when spawning agents
```

**3. Composition Patterns**
```
New Files:
├── src/lib/hop-composer.js (~500 lines)
└── Nested HOP support

Features:
├── HOPs can wrap other HOPs
├── Example: retry → validation → worker
├── Template inheritance
└── Variable passing through layers
```

#### Success Metrics
- ✅ All agent spawns use HOPs (0 manual composition)
- ✅ 12+ templates validated and versioned
- ✅ HOP composition works (nested patterns)

#### Impact
- **Consistency:** 100% agent spawns use templates
- **Error reduction:** Validated templates vs manual prompts
- **Reusability:** 12+ patterns vs. custom every time

---

### Phase 6: Agent Expansion (Week 8)

**Goal:** 100% domain coverage

#### Deliverables

**1. 9 New Agents**
```
agents.json Updates:
├── observability-expert (Tier 3, domain: observability)
├── event-architect (Tier 3, domain: integration)
├── nosql-cache-expert (Tier 3, domain: data)
├── api-designer (Tier 3, domain: integration)
├── ddd-expert (Tier 3, domain: architecture)
├── vector-search-expert (Tier 3, domain: data)
├── thread-orchestrator (Tier 3, domain: developer-experience)
├── context-optimizer (Tier 3, domain: developer-experience)
└── performance-expert (Tier 3, domain: quality-assurance)

Each agent includes:
├── Domain(s)
├── Keywords
├── Standards list
├── Relationships (reports_to, coordinates)
└── Teammate config
```

**2. 6 Enhanced Agents (Skill Files)**
```
Skill File Updates:
├── .claude/skills/nextjs-expert.md (+shadcn/ui, TanStack Query)
├── .claude/skills/blazor-builder.md (+SignalR, FluentDataGrid)
├── .claude/skills/ms-agent-expert.md (+MCP, A2A protocol)
├── .claude/skills/azure-architect.md (+KEDA, Private Endpoints)
├── .claude/skills/testing-specialist.md (+TestContainers, bUnit)
└── .claude/skills/azure-identity.md (+WebAuthn/Passkeys)
```

**3. 23 New Standards**
```
framework/standards/
├── observability/ (4 files: monitoring.md, logging.md, tracing.md, metrics.md)
├── integration/event-driven/ (3 files: service-bus.md, cqrs.md, event-sourcing.md)
├── data/nosql/ (3 files: cosmos-db.md, cache/redis.md, blob-storage.md)
├── integration/api/ (3 files: rest-design.md, graphql.md, grpc.md)
├── architecture/ddd/ (3 files: aggregates.md, entities.md, value-objects.md)
├── data/vector-search/ (2 files: azure-ai-search.md, rag-chunking.md)
├── context/ (3 files: priming.md, bundles.md, analytics.md)
└── workflows/ (2 files: thread-management.md, parallel-execution.md)

Total: 23 new standards (48 → 71, +48%)
```

**4. agents.json Update**
```
Modified Files:
├── stacks/blazor-azure/.morph/config/agents.json
└── stacks/nextjs-supabase/.morph/config/agents.json

Changes:
├── Add 9 new agents
├── Update relationships (reports_to, coordinates)
├── Add squadConfigs for parallel execution
└── Update domain mappings
```

#### Success Metrics
- ✅ Domain coverage: 90% → 100% (+10%)
- ✅ Agents: 16 → 26 (+62%)
- ✅ Standards: 48 → 71 (+48%)

#### Impact
- **Coverage:** 100% of all 9 domains
- **Specialization:** Dedicated experts vs generalists
- **v3.0 Enablers:** thread-orchestrator + context-optimizer

---

### Phase 7: Trust & Zero-Touch (Week 9)

**Goal:** 50% automation

#### Deliverables

**1. Trust Manager**
```
New Files:
├── src/lib/trust-manager.js (core logic, ~600 lines)
├── src/commands/trust.js (~300 lines)
└── state.json extensions (trustConfig, history)

Commands Implemented:
├── morph-spec trust set {feature} high
├── morph-spec trust history
└── morph-spec trust auto-calculate {feature}

Trust Levels:
├── low (<80% pass rate) → No auto-approve
├── medium (80-90%) → Auto-approve design gate
├── high (90-95%) → Auto-approve design + tasks gates
└── maximum (>95%) → Zero-touch workflow enabled
```

**2. Zero-Touch Workflow**
```
New Files:
├── framework/workflows/configs/zero-touch.json
└── Modified: src/commands/advance-phase.js (auto-approval logic)

Features:
├── Auto-approve design gate (if high trust)
├── Auto-approve tasks gate (if high trust)
├── Auto-commit (if all validations pass)
├── Safety: Rollback command
└── Full validation pipeline still runs

Safety Mechanisms:
├── Requires 95%+ checkpoint pass rate
├── Git revert available
├── User can override: --no-auto-approve
└── Detailed audit trail
```

**3. Analytics Integration**
```
Modified Files:
├── src/lib/analytics-engine.js (add trust tracking)
└── src/commands/analytics.js (trust progression charts)

Features:
├── Trust progression tracking (low → medium → high → maximum)
├── Auto-approval savings metrics (hours saved)
├── Trust history visualization
└── Recommendations for trust level upgrades
```

#### Success Metrics
- ✅ 50% of features auto-approved (high trust)
- ✅ Trust progression visible in analytics
- ✅ Zero-touch workflow works for routine features

#### Impact
- **Approval overhead:** 100% manual → 50% auto (-50%)
- **Autonomy:** Path to "vibe coding" at industrial scale
- **Time savings:** ~18 hours/month (based on 12 features)

---

### Phase 8: Integration & Testing (Week 10)

**Goal:** Launch readiness

#### Deliverables

**1. E2E Integration Tests**
```
New Files:
├── test/integration/thread-management.test.js (~400 lines)
├── test/integration/parallel-execution.test.js (~500 lines)
├── test/integration/fusion-workflow.test.js (~400 lines)
└── test/integration/trust-manager.test.js (~300 lines)

Coverage:
├── Thread lifecycle (create, run, complete, kill)
├── Parallel execution (3 concurrent threads)
├── Fusion aggregation (best-of-3)
└── Trust level progression (low → high)
```

**2. Migration Tools**
```
New Files:
├── src/migrations/v2-to-v3.js (state.json schema migration, ~300 lines)
├── src/migrations/agents-update.js (add new agents, ~200 lines)
└── src/commands/migrate.js (~400 lines)

Commands Implemented:
├── morph-spec migrate v2-to-v3 (forward migration)
├── morph-spec migrate rollback-to-v2 (safety rollback)
└── morph-spec migrate status (check compatibility)

Migration Steps:
├── Backup state.json
├── Add threads, threadMetrics, trustConfig fields
├── Add 9 new agents to agents.json
├── Update llm-interaction.json
└── Create .morph/context/ directory
```

**3. Documentation**
```
New Files:
├── docs/v3.0/MIGRATION-GUIDE.md (~3000 lines)
│   ├── Prerequisites
│   ├── Step-by-step migration
│   ├── Rollback instructions
│   └── Troubleshooting
├── docs/v3.0/THREAD-MANAGEMENT.md (~2000 lines)
│   ├── 7 thread types explained
│   ├── CLI commands
│   └── Best practices
├── docs/v3.0/CONTEXT-OPTIMIZATION.md (~2000 lines)
│   ├── R&D framework
│   ├── 12 techniques
│   └── Token reduction strategies
└── docs/v3.0/META-PROMPTS.md (~1500 lines)
    ├── HOP categories
    ├── Template syntax
    └── Composition patterns

Total: ~50 pages of documentation
```

**4. Monitoring & Rollback**
```
New Files:
├── src/lib/health-checker.js (~400 lines)
└── src/commands/doctor.js (extend with --v3 flag)

Features:
├── morph-spec doctor --v3 (health check)
├── Verify all v3.0 components installed
├── Check state.json schema
├── Validate agents.json
└── Test parallel execution capability
```

#### Success Metrics
- ✅ All E2E tests pass (100% coverage)
- ✅ Migration tested on 3 sample projects
- ✅ Documentation complete (50+ pages)
- ✅ Rollback tested and working

#### Impact
- **Launch readiness:** Production-ready v3.0
- **Safety:** Rollback available if issues
- **Adoption:** Clear migration path for existing users

---

## Success Metrics: Before vs After

### Quantitative Improvements

| Metric | Before (v2.x) | After (v3.0) | Improvement |
|--------|---------------|--------------|-------------|
| **Concurrent Threads** | 1 | 3-5 | **+200-400%** |
| **Features/Day** | 1 | 3-5 | **+200-400%** |
| **CLAUDE.md Size** | 23K tokens | 500 | **-95%** |
| **Session Replay** | 180K tokens | 15K | **-92%** |
| **Context Reduction** | Baseline | -30-40% | **-30-40%** |
| **Approval Overhead** | 100% manual | 50% auto | **-50%** |
| **Tool Calls/Feature** | ~100 | ~250 | **+150%** |
| **Autonomous Runtime** | <30min | >4 hours | **+700%** |
| **Total Agents** | 16 | 26 | **+62%** |
| **Domain Coverage** | 90% | 100% | **+10%** |
| **Standards** | 48 | 71 | **+48%** |
| **Workflows** | 5 | 8 | **+60%** |

### Qualitative Improvements

**Developer Experience:**
- ✅ Real-time visibility (thread analytics, context tracking)
- ✅ Data-driven decisions (which agents, which workflow)
- ✅ Reusable patterns (12+ HOPs)
- ✅ Autonomous execution (L-Thread, Z-Thread)

**Reliability:**
- ✅ Validated templates (HOPs tested and versioned)
- ✅ Artifact trails (debugging screenshots)
- ✅ Trust levels (proven track record)

**Scalability:**
- ✅ 10-15 parallel threads (Boris Churnney's workflow)
- ✅ Context bundles (85% token reduction on replay)
- ✅ Micro-agents (5-10x faster)

---

## Critical Files for Implementation

### New Files (80+)

**Core Libraries (15 files):**
- src/lib/thread-manager.js (~500 lines)
- src/lib/parallel-executor.js (~700 lines)
- src/lib/fusion-executor.js (~600 lines)
- src/lib/context-optimizer.js (~400 lines)
- src/lib/context-tracker.js (~400 lines)
- src/lib/analytics-engine.js (~600 lines)
- src/lib/trust-manager.js (~600 lines)
- src/lib/artifact-trail.js (~300 lines)
- src/lib/stop-hook-executor.js (~400 lines)
- src/lib/hop-composer.js (~500 lines)
- src/lib/mcp-optimizer.js (~300 lines)
- src/lib/context-bundler.js (~500 lines)
- src/lib/thread-coordinator.js (~400 lines)
- src/lib/core-four-tracker.js (~300 lines)
- src/lib/micro-agent-factory.js (~400 lines)

**CLI Commands (10 files):**
- src/commands/threads.js (~300 lines)
- src/commands/analytics.js (~400 lines)
- src/commands/core-four.js (~200 lines)
- src/commands/trust.js (~300 lines)
- src/commands/agents-fuse.js (~300 lines)
- src/commands/context-prime.js (~200 lines)
- src/commands/mcp.js (~200 lines)
- src/commands/squad-template.js (~250 lines)
- src/commands/thread-template.js (~250 lines)
- src/commands/micro-agent.js (~200 lines)

**Total New Code:** ~7,500 lines (excluding templates, docs, tests)

### Modified Files (50+)

**State Management:**
- stacks/*/state.json (schema extensions)
- framework/templates/state.template.json

**Agent Configuration:**
- stacks/blazor-azure/.morph/config/agents.json
- stacks/nextjs-supabase/.morph/config/agents.json

**LLM Interaction:**
- .morph/config/llm-interaction.json

**Templates Registry:**
- framework/templates/REGISTRY.json

**CLI:**
- src/commands/advance-phase.js
- src/commands/feature-create.js
- src/commands/spawn-team.js

---

## Risks & Mitigations

### Risk 1: Token Cost Explosion

**Problem:** 5 parallel agents = 5x token cost

**Mitigation:**
- Start with max-concurrent=3 (reasonable cost)
- Monitor costs in analytics dashboard (real-time)
- Fusion: Use cheaper models (2 Sonnet, 1 Opus)
- Context optimization offsets cost (-30-40%)

### Risk 2: Coordination Complexity

**Problem:** Parallel threads might conflict (same file)

**Mitigation:**
- Task dependency graph (T001 → T002 sequential)
- Independent squads (backend vs frontend)
- Thread coordinator manages dependencies

### Risk 3: Over-Automation (Z-Thread)

**Problem:** Zero-touch could ship bad code

**Mitigation:**
- Requires 95%+ proven track record
- Full validation pipeline still runs
- Rollback mechanism (git revert)
- User can override: --no-auto-approve

### Risk 4: Complexity Overload

**Problem:** Too many thread types confuse users

**Mitigation:**
- Ship incrementally (Phase 1 → 8)
- Thread templates abstract complexity
- Clear documentation (50+ pages)
- Workflow detector auto-selects pattern

### Risk 5: Migration Friction

**Problem:** Existing users resist upgrade

**Mitigation:**
- Backward compatibility (v2.x continues working)
- Migration tool: morph-spec migrate v2-to-v3
- Rollback available
- Incremental adoption (one feature at a time)

---

## Summary

MORPH-SPEC v3.0 implementation roadmap delivers in 10 weeks:

- **8 phases** building incrementally
- **80+ new files** (~7,500 lines of code)
- **50+ modified files** (schema updates, integrations)
- **+200-400% throughput** (1 → 3-5 features/day)
- **-30-40% context** (token reduction)
- **+700% autonomy** (30 min → 4+ hours)
- **100% domain coverage** (90% → 100%)
- **50% automation** (approval overhead)

Each phase builds on the previous, with clear success metrics and measurable impact.

Next: See [ANALYSIS.md](./ANALYSIS.md) for framework comparison synthesis.

---

*MORPH-SPEC v3.0 Implementation Roadmap - by Polymorphism Tech*
