Skip to content

roadmap.md

Latest commit

 

History

History
235 lines (127 loc) · 14.7 KB

roadmap.md

File metadata and controls

235 lines (127 loc) · 14.7 KB
Raw

Roadmap — streamlit-coco

Living plan. Product detail: [doc/prd.md](prd.md). Shipped history: [CHANGELOG.md](../CHANGELOG.md).

Status: Alpha 0.1.9 (pypi.org/project/streamlit-coco). Rail TOML picker shipped. Next: API mode.
Publisher: temporary Trusted Publisher on [lletourmy/streamlit-coco](https://github.com/lletourmy/streamlit-coco); public tree also synced to [DevoteamSP/streamlit-coco](https://github.com/DevoteamSP/streamlit-coco).
Last updated: 2026-09-10
This cut: [releases/0.1.9/](releases/0.1.9/)
Next cuts: 0.2.0 local API (no CLI) → 0.2.5 Streamlit in Snowflake → 0.3.0 Native App

Before every release: complete [releases/X.Y.Z/CHECKLIST.md](releases/README.md) (CHANGELOG, this roadmap, PRD, screenshots, public issues) and outreach under [../doc-dev/releases/](../doc-dev/releases/README.md), then [deployment/publish.md](deployment/publish.md).

Regularly check version of sdk: at [CoCo Python SDK](https://pypi.org/project/cortex-code-agent-sdk/)

Now — toward 0.2.0

Priority Item Ref
P0 API mode — CocoOptions.mode="api" + Snowflake Sandbox; CLI optional #4 · remote-api

Manual checklists: [doc/features/README.md](features/README.md) — re-run before the next tag.

v0.1.7 — Community sample apps

Shipped in 0.1.7. First-party examples, not the API-mode cut. Publisher switch and FR-S2 stay on 0.2.0.

Item Ref
✅ Rename Tableau → Semantic to BI → Semantic; Load Tableau or Power BI examples/bi_to_semantic, make bi-semantic
✅ MIT Power BI pack + pbixray as the primary .pbix reader [examples/bi_samples/powerbi/](../examples/bi_samples/powerbi/)
✅ Screen 4: colliding table contracts (Fact / Scenario / Date) — public samples have no RLS BRIEF
✅ Streamlit App Viewer (app_viewer()) [features/app-viewer/app-viewer.md](features/app-viewer/app-viewer.md)

v0.1.8 — App Builder + rail UX

Shipped 2026-09-06. First-party example + rail knobs. Publisher switch and FR-S2 stay on 0.2.0.

Item Status Ref
App Builder host — Welcome · Library · Brief · Studio · Admin; named apps; topic pills; Admin CRUD (questions as tabs) ✅ [features/app-builder/](features/app-builder/app-builder.md) · make app-builder
Profile step + infer: — deterministic pandas for tabular / semantic-view (KPI demo fixture). Agent-run profile for documents/URLs (UC9) is later. ✅ tabular / semantic-view UX §4 · engine/profile.py
Guidelines skills — shared pack + per-type SKILL.md; KPI has reference app + CHECKLIST.md + one automatic self-check pass after Write ✅ types/shared/ · types/semantic-kpis/ · UX §6.1a
Live types — KPI presentation, Data quality, Call transcription, Meeting recap, Prompt library, CSV explorer. doc-compare and every urls type are later. ✅ UX §5.3
Example questions on the Copilot rail — after Connect, starter buttons (title + question); hover shows the full question; click sends that text to CoCo (or fills the chat input when deferred=). Hidden after the first turn or while a job is present. ✅ [features/copilot-rail/](features/copilot-rail/copilot-rail.md) · example_questions
Display config popover — icon-only Material button (:material/display_settings:); Last messages / First n characters pills + sliders; fragment-rerun keeps the popover open. Helper: transcript_display_config() ✅ [features/copilot-rail/](features/copilot-rail/copilot-rail.md) · transcript_display_config

v0.1.8.1 — Deferred example questions

Shipped 2026-09-07. Patch on the 0.1.8 rail starters. Publisher switch and FR-S2 stay on 0.2.0.

Item Status Ref
copilot_rail(..., deferred=True) — click copies the question into the chat input and does not run it. Per-item deferred on {title, question} (or a 3-tuple). Default remains send-on-click. ✅ [features/copilot-rail/](features/copilot-rail/copilot-rail.md) · deferred
BI → Semantic opts in (deferred=True). App Builder still sends on click. ✅ make bi-semantic

v0.1.9 — Connections TOML picker

Shipped 2026-09-10. Rail connection popover can choose which Snowflake TOML to list. Publisher switch and FR-S2 stay on 0.2.0.

Item Status Ref
copilot_rail(..., toml_file=) — Config file + Connection selectboxes on one row. Lists ~/.snowflake/*.toml. A single file is used whatever its name. ✅ [features/copilot-rail/](features/copilot-rail/copilot-rail.md) · toml_file
Helpers list_snowflake_connections(), list_snowflake_toml_files(), resolve_snowflake_config_path(). App Builder / BI → Semantic use the picker. ✅ make app-builder · make bi-semantic

Use cases

Two lists, kept apart:

  1. Library / product UCs — PRD §4.2 (panel(), pipeline builder, headless, …).
  2. App Builder session UCs (UC1–UC10) — UX.md §2. Managed there, not here.

Product-shaped ideas (examples, RFCs, later catalogue types) live in this table. Tracker is the public repo. Do not file new issues until confirmed.

Idea Status Home
Prompt library player (local or GitHub) In 0.1.8 catalogue (local; GitHub source later) types/prompt-library
Dashboard builder on a semantic view + agent client Partial — KPI type is the dashboard slice; in-app agent is ships_copilot (later) types/semantic-kpis · UX §5.5
Data quality solutions builder In 0.1.8 catalogue types/data-quality
Migration wizard First-party slice shipped (0.1.6 Tableau, 0.1.7 Power BI). Full cockpit still RFC. make bi-semantic · #10
FinOps costs explorer Later catalogue card (warehouse-spend). Public example still open. UX §5.3 · #5
Incident / query triage Unscheduled example #6
Multi-persona workspaces Unscheduled example #7
Napkin to App Out of 0.1.8 (sketches on a type brief are in). RFC. #9
Self-extending app Later #11
Native App skills marketplace / distribution Later (0.3.0). One issue, not two. #12

v0.2.0 — API mode, local Streamlit (no CoCo CLI)

streamlit run on a laptop or VM. The SDK talks to the Snowflake Agent API (mode="api"). Bash / Read / Write run in Snowflake Sandbox, not on the host. The cortex CLI is not required.

Item Ref
Wire CocoOptions.mode="api" + snowflake_sandbox through session / start gate #4
Env probe: CLI optional when API mode is set [check_environment](../streamlit_coco/diagnostics.py)
Feature doc + checklist remote-api
Map cwd / uploads onto the sandbox workspace (/workspace, V-stage) file-upload
Least-privilege role documentation (SEC-02) threat-model
Approval audit log persistence (SEC-01) threat-model · #15

CLI mode stays supported for local installs that already have cortex on PATH.

v0.2.5 — API mode from Streamlit in Snowflake

Same Agent API + sandbox, but the Streamlit process is Snowflake (SiS). No CLI install, no laptop connections.toml — identity is the current Snowflake session.

Item Ref
SiS auth (current-user / session; not a PAT profile) PRD §8
Start gate / env probe that does not require a local CLI —
Deployment guide: Streamlit in Snowflake deployment/
Session isolation for multi-user SiS apps threat-model § scenario 3

v0.3.0 — API mode from a Native App

Packaged Snowflake Native App: the consumer runs the Streamlit UI in their account; CoCo executes via API mode under the app’s granted privileges.

Item Ref
Application package + Streamlit UI that starts CoCo in mode="api" —
Provider / consumer privilege model for Agent API + sandbox —
Skills marketplace / skills distribution inside the Native App Use cases above

Later

App Builder — beyond 0.1.8

  • Agent-run interview replacing (or supplementing) the confirm-the-profile step — deliberately deferred out of 0.1.8, not rejected. Wrong shape for tabular/semantic_view types today (a parser is faster and does not hallucinate a column name; see [app-builder-v2.md](../doc-dev/briefs/app-builder-v2.md) and UX §9); becomes the right shape once documents/urls types are live and users want to correct a proposed comparison schema by talking instead of through a form. Needs first: a no-CoCo fallback so room demos without an agent still work, request_input(schema=…) so interview answers land in brief.json as structured data, and the transcript persisted into the filled brief so Regenerate stays reproducible. See UX §11 for the full design.
  • ships_copilot — a generated app that embeds its own copilot_rail(), so the owner keeps shaping it after it leaves the builder. Scope to one type once the base catalogue is solid (UX §5.5).
  • Document comparison (doc-compare) and the first urls type (page-watch) — UC9 host-fetch + comparison schema (UX §6.1b).
  • Round out the later catalogue — spend explorer (ACCOUNT_USAGE), exception queue (write-back), feedback themes, invoice exceptions, docs tour, research digest (UX §5.3).

Streaming & transcript UX

  • Theming / a11y pass (native panel() transcript; keyboard traps, ARIA) — #13
  • Auto-scroll while streaming; stop when the user scrolls up — #2

Platform & packaging

  • Community sample apps (≥ 3) — Backlog Desk (0.1.0) + BI → Semantic (0.1.6 / 0.1.7) + App Builder (0.1.8)
  • Docker / Kubernetes deployment guide — #8
  • Snowpark Container Services (SPCS) deployment guide — #8
  • Extend CoCo-free Playwright e2e coverage — #14

Out of scope (for now)

  • Full IDE workspace
  • MCP product servers (MCP passthrough via mcp_servers works today)
  • Sub-agents
  • Slack integration

Success checks (90 days post-launch)

Public surface: DevoteamSP/streamlit-coco · pypi.org/project/streamlit-coco
Snapshot 2026-09-06 (pypistats): 506 downloads last month · 2 GitHub stars.

Metric Target Current (2026-09-06)
PyPI downloads 500+ / month 506 last month (8 last day · 63 last week)
GitHub stars 50+ 2 (DevoteamSP/streamlit-coco)
Time-to-first-working-app < 30 min via quickstart —
Community examples ≥ 3 3 first-party (Backlog Desk, BI → Semantic, App Builder)