Update roadmap status: 6b-2 and 7a done, with the #1647 lineage follow-up

[Paul Lizer (paullizer)]

Summary

Status update 8 for docs/explanation/features/CHAT_ORCHESTRATION_WORKFLOWS_ROADMAP.md, with paullizer-react-v2-ui at 16f42e4 (0.261.252). Docs only: one file, +67/−16.

• Phase 6: 6b-2 is done in Phase 6b-2: show chat-started workflow runs and their posted results in V2 #1639 (v0.261.251). A new bullet records how it shipped:

  • the card's actions come from the status row;
  • the tracker's cadence and how it halts;
  • the per-chat baseline;
  • the posted-message footers;
  • the recurring card;
  • the deep link's query form.

• Phase 7: 7a is done in Phase 7a: hand off large chat requests to a one-time workflow (server, 0.261.238) #1640 (v0.261.250), and its lineage follow-up in Phase 7a follow-up: re-prove a hand-off report's lineage before reading it (0.261.252) #1647 (v0.261.252). A new bullet records how it shipped:

  • the setting, role and capability gates;
  • the daily limit and how it counts;
  • the 120-second accept claim and handoff_limit_changed;
  • the cross-kind refusals;
  • the 100-workspace and 24-hour bounds;
  • the per-read lineage walk.

  7b, the V2 hand-off card, is next. Until it ships, admins should leave Hand Off Large Work From Chat off.

• Section 9: two decisions are settled.

  • The run deep link uses the query form (Phase 6b-2: show chat-started workflow runs and their posted results in V2 #1639).
  • One-time workflows are created disabled and never archived or deleted automatically (Phase 7a: hand off large chat requests to a one-time workflow (server, 0.261.238) #1640).

• Repository follow-up: the release-notes integrity note now reads 187 missing releases at 0.261.252.

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 cf310f3 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 at base 16f42e4: 11 relative links, 10 site page links and 2 features.yml links are broken, none in the roadmap.
python functional_tests\test_docs_release_notes_integrity.py	Failed, 0/1. Pre-existing at base 16f42e4: 187 releases are missing from the generated pages. This PR doesn't touch the release notes.
git diff --check	Clean

The file keeps CRLF line endings (1,712 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.