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docs: create milestone v1.4 roadmap (6 phases)
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‎.planning/REQUIREMENTS.md‎

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| Requirement | Phase | Status |
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|-------------|-------|--------|
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| SRCH-01 | — | Pending |
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| SRCH-02 | — | Pending |
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| SRCH-03 | — | Pending |
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| SRCH-04 | — | Pending |
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| SIM-01 | — | Pending |
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| SIM-02 | — | Pending |
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| SIM-03 | — | Pending |
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| SIM-04 | — | Pending |
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| GANA-01 | — | Pending |
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| GANA-02 | — | Pending |
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| GANA-03 | — | Pending |
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| GANA-04 | — | Pending |
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| GANA-05 | — | Pending |
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| GANA-06 | — | Pending |
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| COMM-01 | — | Pending |
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| COMM-02 | — | Pending |
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| COMM-03 | — | Pending |
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| DISC-01 | — | Pending |
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| DISC-02 | — | Pending |
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| DISC-03 | — | Pending |
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| DISC-04 | — | Pending |
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| EXPO-01 | — | Pending |
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| EXPO-02 | — | Pending |
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| EXPO-03 | — | Pending |
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| SRCH-01 | Phase 21 | Pending |
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| SRCH-02 | Phase 21 | Pending |
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| SRCH-03 | Phase 21 | Pending |
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| SRCH-04 | Phase 21 | Pending |
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| SIM-01 | Phase 22 | Pending |
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| SIM-02 | Phase 22 | Pending |
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| SIM-03 | Phase 22 | Pending |
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| SIM-04 | Phase 22 | Pending |
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| GANA-01 | Phase 23 | Pending |
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| GANA-02 | Phase 23 | Pending |
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| GANA-03 | Phase 23 | Pending |
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| GANA-04 | Phase 23 | Pending |
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| GANA-05 | Phase 23 | Pending |
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| GANA-06 | Phase 23 | Pending |
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| COMM-01 | Phase 24 | Pending |
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| COMM-02 | Phase 24 | Pending |
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| COMM-03 | Phase 24 | Pending |
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| DISC-01 | Phase 25 | Pending |
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| DISC-02 | Phase 25 | Pending |
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| DISC-03 | Phase 25 | Pending |
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| DISC-04 | Phase 25 | Pending |
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| EXPO-01 | Phase 26 | Pending |
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| EXPO-02 | Phase 26 | Pending |
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| EXPO-03 | Phase 26 | Pending |
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**Coverage:**
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- v1.4 requirements: 24 total
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- Mapped to phases: 0
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- Unmapped: 24 ⚠️
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- Mapped to phases: 24
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- Unmapped: 0 ✓
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*Requirements defined: 2026-04-06*
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*Last updated: 2026-04-06 after initial definition*
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*Last updated: 2026-04-06 after roadmap creation*

‎.planning/ROADMAP.md‎

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- ✅ **v1.1.1 Bug Fix & Polish** — Phases 11-14 (shipped 2026-03-24)
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- ✅ **v1.2 Graph Rendering Overhaul** — Phases 15-17 (shipped 2026-03-26)
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- ✅ **v1.3 Data Pipeline Fixes** — Phases 18-20, 999.1-999.2 (shipped 2026-04-05)
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- 🚧 **v1.4 Discovery & Intelligence** — Phases 21-26 (in progress)
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## Phases
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</details>
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### 🚧 v1.4 Discovery & Intelligence (In Progress)
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**Milestone Goal:** Transform ReSyn from a visualization tool into a genuine discovery engine — with full-text search, paper similarity, graph analytics, community detection, recommendations, and export.
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- [ ] **Phase 21: Search & Filter** - Full-text search across papers with graph viewport integration
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- [ ] **Phase 22: Paper Similarity Engine** - Cosine similarity on TF-IDF vectors with similar-papers UI
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- [ ] **Phase 23: Graph Analytics — Centrality & Metrics** - PageRank, betweenness centrality, and query optimization
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- [ ] **Phase 24: Community Detection** - Louvain clustering with community summary panels
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- [ ] **Phase 25: Discovery Recommendations** - Scored paper recommendations combining similarity, centrality, and community signals
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- [ ] **Phase 26: Export & Interop** - BibTeX, CSV, and graph JSON export
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## Phase Details
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### Phase 21: Search & Filter
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**Goal**: Users can find papers by title, abstract, or author from anywhere in the UI and jump to them in the graph
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**Depends on**: Nothing (independent of other v1.4 phases)
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**Requirements**: SRCH-01, SRCH-02, SRCH-03, SRCH-04
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**Success Criteria** (what must be TRUE):
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1. User can type a query in a search bar and see ranked paper results filtered by title, abstract, or author
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2. Searching from the graph page pans the viewport to the matching node and briefly highlights it
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3. The papers table filters its displayed rows as the user types in the search bar
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4. Search results are ranked by relevance (not insertion order)
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**Plans**: TBD
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**UI hint**: yes
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### Phase 22: Paper Similarity Engine
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**Goal**: Users can see which papers are most similar to any given paper, with similarity edges optionally shown on the graph
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**Depends on**: Nothing (TF-IDF vectors already exist from v1.0)
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**Requirements**: SIM-01, SIM-02, SIM-03, SIM-04
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**Success Criteria** (what must be TRUE):
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1. The system stores top-10 most similar papers per paper in SurrealDB, computed from existing TF-IDF cosine similarity
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2. User can open the paper detail drawer and view a "Similar Papers" tab listing ranked similar papers
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3. User can toggle a similarity edge overlay on the graph that draws edges between similar papers
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4. After TF-IDF analysis completes, similarity scores are automatically recomputed for the analyzed papers
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**Plans**: TBD
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**UI hint**: yes
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### Phase 23: Graph Analytics — Centrality & Metrics
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**Goal**: Users can explore which papers are most structurally influential using PageRank and betweenness centrality, and node sizes reflect the chosen metric
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**Depends on**: Nothing (independent computation on existing citation graph)
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**Requirements**: GANA-01, GANA-02, GANA-03, GANA-04, GANA-05, GANA-06
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**Success Criteria** (what must be TRUE):
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1. System computes PageRank and betweenness centrality for all papers and caches results in SurrealDB with corpus-fingerprint invalidation
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2. User can select a "Size by" dropdown (Uniform / PageRank / Betweenness / Citations) and graph nodes resize accordingly
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3. Dashboard shows a "Most Influential Papers" ranking panel ordered by PageRank score
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4. Citation graph queries use single SurrealDB JOINs rather than per-paper N+1 lookups
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**Plans**: TBD
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**UI hint**: yes
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### Phase 24: Community Detection
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**Goal**: Users can see how the citation graph clusters into research communities and explore each community's character
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**Depends on**: Phase 23 (needs graph_metrics table and PageRank for community ranking)
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**Requirements**: COMM-01, COMM-02, COMM-03
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**Success Criteria** (what must be TRUE):
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1. System detects communities in the citation graph via Louvain modularity optimization and stores assignments in SurrealDB
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2. User can select "Community" in the "Color by" dropdown (alongside BFS Depth and Topic) and graph nodes are colored by their community
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3. User can open a community summary panel that shows top papers, dominant keywords, and shared methods for each detected community
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**Plans**: TBD
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**UI hint**: yes
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### Phase 25: Discovery Recommendations
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**Goal**: Users receive ranked paper recommendations with explanations drawn from similarity, centrality, and community bridge signals
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**Depends on**: Phase 22 (similarity neighbors), Phase 23 (centrality scores), Phase 24 (community assignments)
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**Requirements**: DISC-01, DISC-02, DISC-03, DISC-04
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**Success Criteria** (what must be TRUE):
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1. System generates scored recommendations for each seed paper by combining cosine similarity, PageRank, and cross-community bridge signals
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2. Each recommendation card displays a human-readable explanation of why the paper was suggested
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3. User can visit a "Discover" page, pick a seed paper, and browse recommendation cards
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4. Dashboard shows a "Suggested Reads" card with the top 3 recommendations for the current corpus
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**Plans**: TBD
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**UI hint**: yes
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### Phase 26: Export & Interop
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**Goal**: Users can export papers and graph data in standard formats for use in reference managers, spreadsheets, and downstream tools
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**Depends on**: Nothing (independent of other v1.4 phases)
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**Requirements**: EXPO-01, EXPO-02, EXPO-03
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**Success Criteria** (what must be TRUE):
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1. User can export a single paper or a selection as a BibTeX file from the detail drawer or papers table
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2. User can export the full papers table as a CSV file containing all available metadata columns
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3. User can export the graph (nodes, edges, and computed metrics) as a JSON file from the graph page
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**Plans**: TBD
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**UI hint**: yes
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## Progress
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| Phase | Milestone | Plans Complete | Status | Completed |
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| 20. LLM Analysis Pipeline Verification | v1.3 | 4/4 | Complete | 2026-03-28 |
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| 999.1. Keyword-Based Graph Labels | v1.3 | 4/4 | Complete | 2026-03-29 |
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| 999.2. Topic Ring Node Borders | v1.3 | 2/2 | Complete | 2026-03-30 |
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| 21. Search & Filter | v1.4 | 0/? | Not started | - |
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| 22. Paper Similarity Engine | v1.4 | 0/? | Not started | - |
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| 23. Graph Analytics — Centrality & Metrics | v1.4 | 0/? | Not started | - |
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| 24. Community Detection | v1.4 | 0/? | Not started | - |
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| 25. Discovery Recommendations | v1.4 | 0/? | Not started | - |
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| 26. Export & Interop | v1.4 | 0/? | Not started | - |

‎.planning/STATE.md‎

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gsd_state_version: 1.0
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milestone: v1.4
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milestone_name: Discovery & Intelligence
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status: defining_requirements
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stopped_at: Defining requirements
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status: ready_to_plan
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stopped_at: Roadmap created — ready to plan Phase 21
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last_updated: "2026-04-06T00:00:00.000Z"
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last_activity: 2026-04-06
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progress:
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total_phases: 0
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total_phases: 6
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completed_phases: 0
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total_plans: 0
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completed_plans: 0
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See: .planning/PROJECT.md (updated 2026-04-06)
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**Core value:** Surface research gaps and unexplored connections that no single paper reveals — by structurally analyzing and comparing papers across a citation graph
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**Current focus:** v1.4 Discovery & Intelligence
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**Current focus:** Phase 21 — Search & Filter
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## Current Position
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Phase: Not started (defining requirements)
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Phase: 21 of 26 (Search & Filter)
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Plan: —
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Status: Defining requirements
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Last activity: 2026-04-06 — Milestone v1.4 started
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Status: Ready to plan
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Last activity: 2026-04-06 — Roadmap created for v1.4 Discovery & Intelligence
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Progress: [░░░░░░░░░░░░░░░░░░░░] 0%
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(Full decision log in PROJECT.md Key Decisions table)
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Recent decisions affecting v1.4:
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- SurrealDB FLEXIBLE TYPE for complex fields — works but limits server-side querying; revisit for analytics queries in Phase 23
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- TF-IDF vectors already stored per paper — Phase 22 similarity engine builds on this without new extraction
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### Pending Todos
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None.
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### Blockers/Concerns
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None.
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- Phase 24 depends on Phase 23 (needs graph_metrics table + PageRank)
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- Phase 25 depends on Phases 22, 23, 24 (needs similarity neighbors, centrality scores, community assignments)
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- Phases 21, 22, 23, 26 are independent and can be executed in any order
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## Session Continuity
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Last session: 2026-04-06
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Stopped at: Defining requirements for v1.4
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Stopped at: Roadmap written for v1.4 — 6 phases (21-26), 24 requirements mapped
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Resume file: None

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