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+# CleverAgents Milestone History & Status
+
+> **Last updated**: 2026-04-13  
+> **Maintained by**: Documentation automation ([AUTO-DOCS-1])  
+> **Source of truth**: [Forgejo Milestones](https://git.cleverthis.com/cleveragents/cleveragents-core/milestones)
+
+This document provides a comprehensive overview of the CleverAgents project milestone history, current status, and planned roadmap. Each milestone corresponds to a tagged release in the `cleveragents-core` repository and represents a coherent set of capabilities delivered together.
+
+---
+
+## Quick Reference — Version History Table
+
+| Milestone | Version | Status | Closed | Key Theme |
+|-----------|---------|--------|--------|-----------|
+| [M1: Minimal Local Source-Code Workflow](#m1-minimal-local-source-code-workflow) | v3.0.0 | ✅ Completed | 2026-03-16 | Local-mode foundation |
+| [M2: Actor Compiler + Full LLM Integration](#m2-actor-compiler--full-llm-integration) | v3.1.0 | ✅ Completed | 2026-03-16 | LLM integration & MCP |
+| [M3: Decisions + Validations + Invariants](#m3-decisions--validations--invariants) | v3.2.0 | 🔄 Active | — | Plan correctness |
+| [M4: Corrections + Subplans + Checkpoints](#m4-corrections--subplans--checkpoints) | v3.3.0 | 🔄 Active | — | Resilience & recovery |
+| [M5: ACMS v1 + Context Scaling](#m5-acms-v1--context-scaling) | v3.4.0 | 🔄 Active | — | Context at scale |
+| [M6: Autonomy Hardening](#m6-autonomy-hardening) | v3.5.0 | 🔄 Active | — | Production autonomy |
+| [M7: Advanced Concepts](#m7-advanced-concepts) | v3.6.0 | 🔄 Active | — | Extensibility |
+| [M8: TUI Implementation](#m8-tui-implementation) | v3.7.0 | 🔄 Active | — | Interactive interface |
+| [M9: Server Implementation](#m9-server-implementation) | v3.8.0 | 🔄 Active | — | Distributed deployment |
+
+**Status legend**: ✅ Completed · 🔄 Active (open) · ⏳ Planned
+
+---
+
+## Completed Milestones
+
+### M1: Minimal Local Source-Code Workflow
+
+| Field | Value |
+|-------|-------|
+| **Version** | v3.0.0 |
+| **Status** | ✅ Completed |
+| **Closed** | 2026-03-16 |
+| **Changelog** | [v3.0.0](../../CHANGELOG.md#300--2025-12-06) |
+
+#### Overview
+
+M1 established the foundational local-mode workflow for CleverAgents. It delivered the minimal viable set of capabilities required for an agent to autonomously read, plan, and apply source-code changes on a developer's local machine — entirely without a remote server or cloud dependency.
+
+#### Delivered Capabilities
+
+| Capability | Description |
+|------------|-------------|
+| **Action Registration** | Declarative registration of agent actions with typed inputs/outputs |
+| **Git Checkout Resource** | First-class resource type for git repository checkouts |
+| **Plan Lifecycle** | Full `use → execute → diff → apply` plan lifecycle with state machine |
+| **Git Worktree Sandbox** | Isolated git worktree for safe LLM-generated change staging |
+| **SQLite Persistence** | Lightweight local persistence for plans, decisions, and state |
+| **Pydantic v2 Domain Models** | Type-safe domain models with full validation throughout |
+| **Test Coverage** | 97%+ test coverage across unit, integration, and BDD suites |
+
+#### Acceptance Criteria (Met)
+
+- [x] `agents plan use <actor>` initiates a new plan session
+- [x] `agents plan execute` runs the LLM actor and produces file changes
+- [x] `agents plan diff` shows a human-readable diff of proposed changes
+- [x] `agents plan apply` merges changes from the worktree sandbox into the working tree
+- [x] All plan state persisted to SQLite; survives process restart
+- [x] Pydantic v2 models enforce invariants at domain boundaries
+- [x] 97%+ test coverage gate enforced in CI
+
+#### Related ADRs
+
+- [ADR-001 Layered Architecture](../adr/ADR-001-layered-architecture.md)
+- [ADR-003 Dependency Injection](../adr/ADR-003-dependency-injection.md)
+- [ADR-006 Plan Lifecycle](../adr/ADR-006-plan-lifecycle.md)
+- [ADR-008 Resource System](../adr/ADR-008-resource-system.md)
+- [ADR-015 Sandbox & Checkpoint](../adr/ADR-015-sandbox-and-checkpoint.md)
+- [ADR-019 Storage & Persistence](../adr/ADR-019-storage-and-persistence.md)
+
+---
+
+### M2: Actor Compiler + Full LLM Integration
+
+| Field | Value |
+|-------|-------|
+| **Version** | v3.1.0 |
+| **Status** | ✅ Completed |
+| **Closed** | 2026-03-16 |
+| **Changelog** | [v3.1.0](../../CHANGELOG.md#310--2025-12-20) |
+
+#### Overview
+
+M2 elevated CleverAgents from a local scripting tool to a fully LLM-integrated agent platform. The Actor Compiler translates declarative YAML actor definitions into executable LangGraph `StateGraph` objects, enabling arbitrary agent topologies to be described in configuration rather than code. The MCP adapter opened the door to tool ecosystems beyond the built-in tool library.
+
+#### Delivered Capabilities
+
+| Capability | Description |
+|------------|-------------|
+| **Actor YAML Compiler** | Compiles YAML actor definitions to LangGraph `StateGraph` objects |
+| **MCP Adapter** | Model Context Protocol client for external tool server integration |
+| **Validation Runner** | Automated validation pipeline for actor graph correctness |
+| **Multi-File Generation** | LLM actors can generate and modify multiple files per plan |
+| **Tool Router** | Dynamic tool dispatch based on actor graph node configuration |
+| **LSP Integration** | Language Server Protocol client for IDE-grade code intelligence |
+| **Agent Skills Standard** | AgentSkills.io standard support for portable skill definitions |
+
+#### Acceptance Criteria (Met)
+
+- [x] YAML actor definitions compile to runnable LangGraph graphs without manual Python
+- [x] MCP server connections established and tools surfaced to LLM actors
+- [x] Validation runner catches malformed actor graphs at compile time
+- [x] Multi-file generation produces coherent, syntactically valid output
+- [x] Tool router correctly dispatches to built-in and MCP-provided tools
+- [x] LSP client provides symbol resolution and diagnostics to actor context
+
+#### Related ADRs
+
+- [ADR-010 Actor & Agent Architecture](../adr/ADR-010-actor-and-agent-architecture.md)
+- [ADR-011 Tool System](../adr/ADR-011-tool-system.md)
+- [ADR-012 Skill System](../adr/ADR-012-skill-system.md)
+- [ADR-022 LangChain/LangGraph Integration](../adr/ADR-022-langchain-langgraph-integration.md)
+- [ADR-027 Language Server Protocol](../adr/ADR-027-language-server-protocol.md)
+- [ADR-028 Agent Skills Standard](../adr/ADR-028-agent-skills-standard.md)
+- [ADR-029 Model Context Protocol](../adr/ADR-029-model-context-protocol.md)
+- [ADR-030 Skill Abstraction Definition](../adr/ADR-030-skill-abstraction-definition.md)
+- [ADR-031 Actor Abstraction Definition](../adr/ADR-031-actor-abstraction-definition.md)
+- [ADR-032 Jinja2 YAML Template Preprocessing](../adr/ADR-032-jinja2-yaml-template-preprocessing.md)
+
+---
+
+## Active Milestones
+
+### M3: Decisions + Validations + Invariants
+
+| Field | Value |
+|-------|-------|
+| **Version** | v3.2.0 |
+| **Status** | 🔄 Active |
+| **Target** | TBD |
+| **Changelog** | [v3.2.0](../../CHANGELOG.md#320--2026-01-03) |
+
+#### Overview
+
+M3 introduces the correctness layer for plan execution. Decisions are first-class domain objects that record *why* an agent made a choice, enabling auditability and correction. Validations provide a pluggable gate system that blocks plan application when quality criteria are not met. Invariants express system-wide constraints that must hold across all plan phases.
+
+#### Planned Capabilities
+
+| Capability | Description |
+|------------|-------------|
+| **Decision Recording** | Structured recording of agent decisions with rationale and context |
+| **`plan tree` Command** | Visual tree display of plan decisions and their relationships |
+| **`plan explain` Command** | Human-readable explanation of why a decision was made |
+| **Invariant Management** | Define, register, and enforce system-wide invariants |
+| **Plan Correction — Revert Mode** | Roll back a specific decision and re-execute from that point |
+| **Plan Correction — Append Mode** | Append corrective instructions to an existing plan |
+
+#### Key Acceptance Criteria
+
+- [ ] Every LLM decision recorded with ULID, rationale, and context snapshot
+- [ ] `agents plan tree` renders a navigable decision tree
+- [ ] `agents plan explain <decision-id>` outputs human-readable rationale
+- [ ] Invariants evaluated at every plan phase transition
+- [ ] Invariant violations block plan progression with actionable error messages
+- [ ] `agents plan correct --mode revert <decision-id>` replays from rollback point
+- [ ] `agents plan correct --mode append` appends corrective context and re-executes
+
+#### Related ADRs
+
+- [ADR-007 Decision Tree & Correction](../adr/ADR-007-decision-tree-and-correction.md)
+- [ADR-013 Validation Abstraction](../adr/ADR-013-validation-abstraction.md)
+- [ADR-016 Invariant System](../adr/ADR-016-invariant-system.md)
+- [ADR-017 Automation Profiles](../adr/ADR-017-automation-profiles.md)
+- [ADR-018 Semantic Error Prevention](../adr/ADR-018-semantic-error-prevention.md)
+- [ADR-033 Decision Recording Protocol](../adr/ADR-033-decision-recording-protocol.md)
+
+---
+
+### M4: Corrections + Subplans + Checkpoints
+
+| Field | Value |
+|-------|-------|
+| **Version** | v3.3.0 |
+| **Status** | 🔄 Active |
+| **Target** | TBD |
+| **Changelog** | [v3.3.0](../../CHANGELOG.md#330--2026-01-17) |
+
+#### Overview
+
+M4 extends the plan model with hierarchical composition (subplans), robust recovery (checkpoints and rollback), and parallel execution. Child subplans allow complex tasks to be decomposed into independently executable units. Three-way merge resolves conflicts when parallel subplans modify overlapping files.
+
+#### Planned Capabilities
+
+| Capability | Description |
+|------------|-------------|
+| **Child Subplans** | Decompose a parent plan into independently executable child plans |
+| **Parallel Execution** | Execute independent subplans concurrently |
+| **Three-Way Merge** | Resolve conflicts between parallel subplan outputs |
+| **Checkpoint System** | Snapshot plan state at any phase for safe rollback |
+| **Rollback** | Restore plan to any prior checkpoint on failure or user request |
+
+#### Key Acceptance Criteria
+
+- [ ] Parent plan can spawn child subplans with scoped context
+- [ ] Independent subplans execute in parallel without race conditions
+- [ ] Three-way merge resolves non-conflicting parallel changes automatically
+- [ ] Conflicting parallel changes surface as structured merge conflicts
+- [ ] Checkpoints created automatically at each phase transition
+- [ ] `agents plan rollback <checkpoint-id>` restores to any prior checkpoint
+
+#### Related ADRs
+
+- [ADR-007 Decision Tree & Correction](../adr/ADR-007-decision-tree-and-correction.md)
+- [ADR-015 Sandbox & Checkpoint](../adr/ADR-015-sandbox-and-checkpoint.md)
+- [ADR-034 Decision Tree Versioning & History](../adr/ADR-034-decision-tree-versioning-and-history.md)
+- [ADR-035 Decision Tree Rollback & Replay](../adr/ADR-035-decision-tree-rollback-and-replay.md)
+- [ADR-038 Cross-Mechanism Sandbox Coordination](../adr/ADR-038-cross-mechanism-sandbox-coordination.md)
+
+---
+
+### M5: ACMS v1 + Context Scaling
+
+| Field | Value |
+|-------|-------|
+| **Version** | v3.4.0 |
+| **Status** | 🔄 Active |
+| **Target** | TBD |
+| **Changelog** | [v3.4.0](../../CHANGELOG.md#340--2026-01-31) |
+
+#### Overview
+
+M5 delivers the Advanced Context Management System (ACMS) v1, enabling CleverAgents to operate effectively on large codebases with 10,000+ files. A three-tier storage model (hot/warm/cold) manages context budget allocation, ensuring the most relevant context is always within the LLM's token window.
+
+#### Planned Capabilities
+
+| Capability | Description |
+|------------|-------------|
+| **ACMS v1** | Advanced Context Management System with tiered context strategies |
+| **10,000+ File Indexing** | Efficient indexing and retrieval across large repositories |
+| **Hot/Warm/Cold Storage Tiers** | Tiered context storage with automatic promotion/demotion |
+| **Resource Type Inheritance** | Hierarchical resource type system with multiple inheritance |
+| **Safety Profile Extraction** | Automated extraction of safety constraints from resource definitions |
+
+#### Key Acceptance Criteria
+
+- [ ] ACMS indexes repositories with 10,000+ files within acceptable startup time
+- [ ] Hot tier holds actively referenced context within LLM token budget
+- [ ] Warm tier caches recently accessed context for fast promotion
+- [ ] Cold tier stores full index for on-demand retrieval
+- [ ] Context relevance scoring drives automatic tier promotion/demotion
+- [ ] Resource type inheritance resolves capabilities through type hierarchy
+
+#### Related ADRs
+
+- [ADR-014 Context Management (ACMS)](../adr/ADR-014-context-management-acms.md)
+- [ADR-036 Resource DAG Operational Semantics](../adr/ADR-036-resource-dag-operational-semantics.md)
+- [ADR-037 Tool Reachability & Access Projection](../adr/ADR-037-tool-reachability-and-access-projection.md)
+- [ADR-041 Safety Profile Extraction](../adr/ADR-041-safety-profile-extraction.md)
+- [ADR-042 Resource Type Inheritance](../adr/ADR-042-resource-type-inheritance.md)
+
+---
+
+### M6: Autonomy Hardening
+
+| Field | Value |
+|-------|-------|
+| **Version** | v3.5.0 |
+| **Status** | 🔄 Active |
+| **Target** | TBD |
+| **Changelog** | [v3.5.0](../../CHANGELOG.md#350--2026-02-14) |
+
+#### Overview
+
+M6 hardens CleverAgents for production autonomous operation. The A2A (Agent-to-Agent) facade enables multi-agent coordination. An event queue decouples agent communication. Guard enforcement prevents agents from violating architectural constraints. Hierarchical decomposition supports 4+ levels of nested subplans, and parallel execution scales to 10+ concurrent agents.
+
+#### Planned Capabilities
+
+| Capability | Description |
+|------------|-------------|
+| **A2A Facade** | Agent-to-Agent protocol facade for multi-agent coordination |
+| **Event Queue** | Asynchronous event queue for decoupled agent communication |
+| **Guard Enforcement** | Runtime enforcement of architectural and safety guards |
+| **Hierarchical Decomposition** | 4+ levels of nested subplan decomposition |
+| **Parallel Execution (10+)** | Concurrent execution of 10+ independent agent tasks |
+| **Advisory Locking** | Distributed advisory locks preventing concurrent resource conflicts |
+| **Validation Pipeline** | Multi-stage validation pipeline with configurable gates |
+| **Definition-of-Done Gating** | Automated DoD checks before plan application |
+
+#### Key Acceptance Criteria
+
+- [ ] A2A facade routes messages between agents with delivery guarantees
+- [ ] Event queue handles agent communication without blocking
+- [ ] Guards block non-compliant operations at runtime with actionable errors
+- [ ] Hierarchical plans decompose to 4+ levels without performance degradation
+- [ ] 10+ concurrent agent tasks execute without deadlock or resource starvation
+- [ ] Advisory locks prevent concurrent modification of shared resources
+
+#### Related ADRs
+
+- [ADR-026 Agent-to-Agent Protocol (A2A)](../adr/ADR-026-agent-client-protocol.md)
+- [ADR-036 Resource DAG Operational Semantics](../adr/ADR-036-resource-dag-operational-semantics.md)
+- [ADR-039 Container Resource Types](../adr/ADR-039-container-resource-types.md)
+- [ADR-040 LSP Resource Types](../adr/ADR-040-lsp-resource-types.md)
+
+---
+
+### M7: Advanced Concepts
+
+| Field | Value |
+|-------|-------|
+| **Version** | v3.6.0 |
+| **Status** | 🔄 Active |
+| **Target** | TBD |
+| **Changelog** | [v3.6.0](../../CHANGELOG.md#360--2026-02-28) |
+
+#### Overview
+
+M7 introduces advanced extensibility features: sophisticated context strategies powered by the Universal Knowledge Ontology (UKO), additional LLM backends beyond the initial provider set, container-based tool execution for sandboxed operations, and a plugin architecture enabling third-party extensions.
+
+#### Planned Capabilities
+
+| Capability | Description |
+|------------|-------------|
+| **Advanced Context Strategies** | UKO-powered context strategies with semantic reasoning |
+| **UKO Runtime** | Universal Knowledge Ontology with graph persistence and inference |
+| **Additional LLM Backends** | Extended provider support beyond the initial eight |
+| **Container Tool Execution** | Run tools inside isolated containers for security and reproducibility |
+| **Plugin Architecture** | Third-party extension points for tools, actors, and resources |
+
+#### Key Acceptance Criteria
+
+- [ ] UKO runtime indexes project ontology and answers semantic queries
+- [ ] Context strategies leverage UKO inference for relevance scoring
+- [ ] At least two additional LLM backends integrated and tested
+- [ ] Container tool execution runs tools in Docker/Podman with resource limits
+- [ ] Plugin API documented and at least one reference plugin implemented
+
+#### Related ADRs
+
+- [ADR-014 Context Management (ACMS)](../adr/ADR-014-context-management-acms.md)
+- [ADR-039 Container Resource Types](../adr/ADR-039-container-resource-types.md)
+- [ADR-043 Devcontainer Integration](../adr/ADR-043-devcontainer-integration.md)
+
+---
+
+### M8: TUI Implementation
+
+| Field | Value |
+|-------|-------|
+| **Version** | v3.7.0 |
+| **Status** | 🔄 Active |
+| **Target** | TBD |
+| **Changelog** | [v3.7.0](../../CHANGELOG.md#370--2026-03-15) |
+
+#### Overview
+
+M8 delivers a full-featured terminal user interface (TUI) built on the [Textual](https://textual.textualize.io/) framework. The TUI provides an interactive, keyboard-driven interface for all CleverAgents operations, with a persona system for customized agent identities, reference/command input for structured context injection, and session persistence for long-running work.
+
+#### Planned Capabilities
+
+| Capability | Description |
+|------------|-------------|
+| **Textual-Based TUI** | Full-screen terminal UI with multi-session tabs and rich rendering |
+| **Persona System** | YAML-backed personas binding actors, presets, and scope references |
+| **Reference Input (`@`)** | File/resource reference picker for structured context injection |
+| **Command Input (`/`)** | Slash command system with 67+ commands across 14 groups |
+| **Shell Mode (`!`)** | Inline shell execution with danger detection and user confirmation |
+| **Session Persistence** | Full JSON export/import and Markdown transcript export |
+| **Actor Thought Blocks** | Expandable reasoning trace widgets rendered inline |
+| **Permission Questions** | Inline permission request widgets with single-key shortcuts |
+
+#### Key Acceptance Criteria
+
+- [ ] `agents tui` launches a full-screen Textual application
+- [ ] Multi-session tabs allow parallel plan sessions in a single terminal
+- [ ] Persona system loads from `~/.config/cleveragents/personas/`
+- [ ] `@` reference picker inserts file/resource references into input
+- [ ] `/` command overlay provides searchable access to all 67+ commands
+- [ ] `!` shell mode detects dangerous patterns before execution
+- [ ] Sessions export to JSON and Markdown formats
+- [ ] Actor thought blocks render inline and collapse by default
+
+#### Related ADRs
+
+- [ADR-044 TUI Architecture and Framework](../adr/ADR-044-tui-architecture-and-framework.md)
+- [ADR-045 TUI Persona System](../adr/ADR-045-tui-persona-system.md)
+- [ADR-046 TUI Reference and Command System](../adr/ADR-046-tui-reference-and-command-system.md)
+
+---
+
+### M9: Server Implementation
+
+| Field | Value |
+|-------|-------|
+| **Version** | v3.8.0 |
+| **Status** | 🔄 Active |
+| **Target** | TBD |
+| **Changelog** | [v3.8.0](../../CHANGELOG.md#380--2026-04-05) |
+
+#### Overview
+
+M9 transforms CleverAgents from a local CLI tool into a distributed server platform. A JSON-RPC 2.0 A2A wire format enables standardized agent-to-agent communication over HTTP. A FastAPI server exposes the full CleverAgents API, backed by PostgreSQL for production-grade persistence. Kubernetes deployment manifests and a Helm chart enable cloud-native operation.
+
+#### Planned Capabilities
+
+| Capability | Description |
+|------------|-------------|
+| **A2A JSON-RPC 2.0** | Standard JSON-RPC 2.0 wire format for agent-to-agent communication |
+| **HTTP Transport** | HTTP/HTTPS transport layer for remote agent connections |
+| **FastAPI Server** | Production-grade FastAPI application exposing the CleverAgents API |
+| **PostgreSQL Backend** | PostgreSQL persistence replacing SQLite for multi-user deployments |
+| **Kubernetes Deployment** | Helm chart and manifests for Kubernetes production deployment |
+| **`agents server connect`** | CLI command to configure and connect to a remote server |
+| **Database Resource Handler** | Full CRUD and checkpoint/rollback for SQL database resources |
+
+#### Key Acceptance Criteria
+
+- [ ] `agents server connect <url>` configures remote server connection
+- [ ] JSON-RPC 2.0 messages route correctly between client and server
+- [ ] FastAPI server handles concurrent requests without data races
+- [ ] PostgreSQL backend supports all plan lifecycle operations
+- [ ] Kubernetes Helm chart deploys successfully to a standard cluster
+- [ ] Database resource handler supports SQLite, PostgreSQL, MySQL, and DuckDB
+
+#### Related ADRs
+
+- [ADR-023 Server Mode](../adr/ADR-023-server-mode.md)
+- [ADR-026 Agent-to-Agent Protocol (A2A)](../adr/ADR-026-agent-client-protocol.md)
+- [ADR-047 A2A Standard Adoption](../adr/ADR-047-acp-standard-adoption.md)
+- [ADR-048 Server Application Architecture](../adr/ADR-048-server-application-architecture.md)
+
+---
+
+## Milestone Progression Overview
+
+The CleverAgents v3.x series follows a deliberate capability-layering strategy:
+
+```
+M1 (Foundation)
+  └─ M2 (LLM Integration)
+       └─ M3 (Correctness)
+            └─ M4 (Resilience)
+                 └─ M5 (Scale)
+                      └─ M6 (Autonomy)
+                           ├─ M7 (Extensibility)
+                           ├─ M8 (Interactive UX)
+                           └─ M9 (Distribution)
+```
+
+Each milestone builds on the guarantees established by its predecessors:
+
+- **M1–M2** establish the core execution model (plan lifecycle + LLM actors)
+- **M3–M4** add correctness and resilience (decisions, validations, checkpoints)
+- **M5–M6** scale the system (context management, autonomy hardening)
+- **M7–M9** extend the platform (advanced concepts, TUI, server mode)
+
+---
+
+## Contributing to Milestone Tracking
+
+Milestone status is tracked in the [Forgejo Milestones](https://git.cleverthis.com/cleveragents/cleveragents-core/milestones) page. To associate an issue or PR with a milestone:
+
+1. Open the issue or PR in Forgejo
+2. In the sidebar, select the appropriate milestone from the **Milestone** dropdown
+3. Issues are automatically counted toward milestone completion percentage
+
+For questions about milestone scope or acceptance criteria, open an issue with the `Type/Question` label and reference the milestone.
+
+---
+
+## Related Documentation
+
+- [Architecture Overview](../architecture.md) — System architecture and layered design
+- [Architecture Decision Records](../adr/index.md) — All ADRs indexed by tier
+- [Implementation Timeline](../timeline.md) — Detailed implementation timeline
+- [CHANGELOG](../../CHANGELOG.md) — Full version-by-version change history
+- [Development: Automation Tracking](../development/automation-tracking.md) — Automation agent tracking system
+- [Development: CI/CD Pipeline](../development/ci-cd.md) — Continuous integration and delivery
+
+---
+
+*This document is automatically maintained by the CleverAgents documentation automation system.*
+
+---
+**Automated by CleverAgents Bot**
+Supervisor: Documentation | Agent: documentation-pool-supervisor
+Worker: [AUTO-DOCS-1]