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Update roadmap status: 7b done; the capability is complete - #1707

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Paul Lizer (paullizer) merged 1 commit into
microsoft:paullizer-react-v2-uifrom
paullizer:paullizer-orchestration-workflows-capability
Oct 8, 2026
Merged

Paul Lizer (paullizer) merged 1 commit into
microsoft:paullizer-react-v2-uifrom
paullizer:paullizer-orchestration-workflows-capability

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Summary

Status update 9 for docs/explanation/features/CHAT_ORCHESTRATION_WORKFLOWS_ROADMAP.md, with paullizer-react-v2-ui at cd333de (0.261.295). Docs only: one file, +57/−14.

  • Phase 7: 7b is done in Show workflow hand-offs under a chat answer in V2 (Phase 7b) #1683 (v0.261.295), so Phase 7 is complete. A new bullet records what the V2 hand-off card does:

    • where the card appears and what it shows;
    • Accept, Edit and Decline, each confirmed first, and why an untouched save isn't recorded as an edit;
    • how the card follows the run, with the outcome posted back into the chat;
    • why V2 always waits for approval before a plan's hand-off step;
    • six follow-ups, none blocking.

    The stale "Until 7b ships" note is gone.

  • Status: a new paragraph says the capability works end to end in V2. It names the four admin settings, all off by default, and lists what's left as optional: 6c, Phase 8 and the follow-ups. The table now marks 6c and Phase 8 optional.

  • Section 9: counting a workspace query's matches before Accept is deferred (Show workflow hand-offs under a chat answer in V2 (Phase 7b) #1683). The card shows the bound instead.

  • Repository follow-ups:

Linked issue

Refs #1543 #1546 #1549

Release Notes & Latest Features

  • New Feature
  • Bug Fix
  • UI Enhancement
  • Breaking Change
  • Internal only

Is this visible to end users?

  • Yes
  • No

Is this admin-facing (Admin Settings, governance, deployment, config)?

  • Yes
  • No

Should this become a Latest Feature card?

  • Yes
  • No
  • Already added

Screenshot needed for the card?

  • Yes
  • No
  • Attached

Version bump

  • application/single_app/config.py VERSION third segment bumped, or not needed because this is docs-only
  • deployers/version.txt bumped, or not needed because deployers/ was not changed

Testing / validation

All commands ran at 8367a2b with the pinned venv Python, PYTHONPATH=application/single_app;functional_tests and PYTHONUTF8=1.

Command Result
python functional_tests\test_docs_app_surface_coverage.py Passed, 7/7
python functional_tests\test_docs_site_quality.py Passed, 6/6
python functional_tests\test_docs_link_integrity.py Failed, 2/5. Pre-existing: base cd333de gives the same counts, with 11 relative links, 15 site page links and 2 features.yml links broken, none in the roadmap.
python functional_tests\test_docs_release_notes_integrity.py Failed, 0/1. Pre-existing: 223 releases are missing from the generated pages. This PR doesn't touch the release notes.
git diff --check cd333de9d 8367a2b0b Clean

The new follow-up facts were checked against the repository:

The file keeps CRLF line endings (1,755 CRLF, 0 bare LF) and has no BOM.

Documentation

  • Release notes updated, or not needed
  • Feature documentation updated, or not needed
  • Fix documentation updated, or not needed

Security checklist

  • New Flask routes include @swagger_route(security=get_auth_security())
  • Settings sent to non-admin frontends use sanitize_settings_for_user()
  • Browser JavaScript is served from local SimpleChat static assets only; no CDN-hosted JS
  • No secrets, keys, connection strings, or local-only artifacts are included

The first three items don't apply: this PR changes no routes, settings or JavaScript.

Phase 7b (microsoft#1683, v0.261.295) merged, so both halves of Phase 7 are in V2 and the capability works end to end. Record 7b's scope and follow-ups, mark 6c and Phase 8 optional, add three V2 test follow-ups and the deferred count-before-Accept decision, and refresh the stale release-notes count. Docs only; VERSION unchanged.

Refs microsoft#1543 microsoft#1546 microsoft#1549

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
@paullizer
Paul Lizer (paullizer) marked this pull request as ready for review October 8, 2026 01:50
@paullizer
Paul Lizer (paullizer) merged commit f595934 into microsoft:paullizer-react-v2-ui Oct 8, 2026
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