Product Roadmap

Full milestone and phase history for eKlotho Nexus — IPA operations platform for managed care delegation, credentialing, claims, UM, and quality reporting.

95+
Total Phases
v1.0 → v2.6
7
Milestones
v1.0 through v2.6
v2.6
Active Milestone
QA + FQHC Operations
Phase 95
Next Phase
340B Covered Entity Reg.

Milestone Overview

v2.6
QA Form-Coverage + FQHC Ops
Active
Phases 91–95 · Started 2026-05-06
Close BACKLOG-91-A CRUD gaps, eliminate toast-only stubs, ship FQHC grants tracking and 340B covered entity registration.
4 of 5 phases complete 80%
v2.5
Production Polish & QA
Complete
Phases 88–90 · Shipped 2026-04-27
Styling reconciliation across all 200+ pages, full E2E regression, backend pytest baseline, and human verification spec alignment.
3 of 3 phases100%
v2.4
Production Completeness
Complete
Phases 73–87 · Shipped 2026-04-27
Mock data purge, full backend completion, IPA/financial/analytics/admin cluster completions, display IDs, UM visual parity, docs rebuild.
15 of 15 phases100%
v2.3
Platform Gap Remediation
Complete
Phases 60–72 · Shipped 2026-04-19
All patient clinical tabs, 200+ route interaction fixes, care team + document history, OCR scan, risk stratification, and in-app help seeding.
13 of 13 phases100%
v2.1 – 2.2
Platform Infrastructure
Complete
Phases 50–55 · Shipped 2026-04-13
Header redesign, Slack integration, performance optimization, E2E infrastructure. Phase 55 QA paused — superseded by v2.3 gap remediation.
5 of 6 phases83%
v2.0
Platform Expansion
Complete
Phases 18–49 · Shipped 2026-04-12
25 phases, 60 plans, 165K LOC. Population health, analytics, financial management, plan products, FQHC, scheduling, AI assistant, and full platform QA.
25 of 25 phases100%
v1.0
IPA Operations Platform
Complete
Phases 1–17 · Shipped 2026-04-09
Full-stack foundation, entity-scoped RBAC, IPA dashboard, claims, credentialing, UM, patient/clinical suite, billing, enrollment, network, and care coordination.
16 of 17 phases94%
v2.6 QA Form-Coverage + FQHC Operations Active Started 2026-05-06
# Phase Status Plans Shipped
91
Interaction Fix Wave 4 — Missing CRUD UI
Add create/submit surfaces (modal + form + CTA) to every page flagged NO-FORM or SKIP by the May-06 QA deep audit. 21 NO-FORM pages + 33 SKIP pages addressed across population-health, regulatory, care-coordination, and clinical modules.
Complete 8 / 8 2026-05-09
92
Backend CRUD Endpoints (BACKLOG-91-A)
New BE POST endpoints for contracts, practices, care team invite, plan benefits, and regulatory descopes — plus FE dialogs wired against them. 10/10 BACKLOG-91-A items resolved across 7 PRs.
Complete 7 PRs 2026-05-09
93
Stub Button Cleanup
Eliminate 35 toast-only CTAs across 24 pages so every clickable surface does real work or is removed. Wave-A FQHC stubs converted to honest copy (PR #102); bulk fixes via PRs #99/#101. 3 complex cases deferred to greenfield phases.
Complete 3 PRs 2026-05-12
94
FQHC Grants Tracking
First-class HRSA Section 330 + Title X grant lifecycle for FQHCs — award records, drawdown ledger with auto-computed running balance, UDS reporting fields, permission gating, and full list/detail UI replacing the /fqhc/grants stub page.
Complete 4 / 4 2026-05-13
95
340B Covered Entity Registration
340B program enrollment tracking for FQHCs — covered entity CRUD (340B ID, eligibility category, authorizing official, recertification date), child site relationships, HRSA eligibility taxonomy, permission gating. Replaces /fqhc/340b stub. Foundation for Phase 96+ contract pharmacy and split-billing.
Planned TBD
v2.5 Production Polish & QA Complete Shipped 2026-04-27
# Phase Status Plans Shipped
88
Styling Reconciliation
Full design-system sweep across all 200+ pages — DM Sans typography, #D97757 primary color enforcement, 8pt-grid spacing, card/table/form structural alignment to DESIGN.md and demo counterparts. 6-wave execution with audit script + shared component fixes.
Complete 6 / 6 2026-04-27
89
QA + Integration Verification
Playwright E2E suite green against nexus.eklotho.com, backend pytest ≥97% pass rate, TypeScript tsc --noEmit clean, Harness pipeline complete, and manual UAT smoke walk across all v2.4 phases.
Complete 3 / 3 2026-04-27
90
Human Verification & Spec Alignment
Live-site visual inspection for STYLE-03 structural layout parity, Phase 89 SC4 wording correction to reflect EC2 Docker Compose deploy mechanism, REQUIREMENTS.md checkbox cleanup.
Complete 1 / 1 2026-04-28
v2.4 Production Completeness — Deep Parity Complete Shipped 2026-04-27
# Phase Status Plans Shipped
73
Mock Data Purge
Strip all const MOCK_* / inline hardcoded arrays from 63 production pages. 52 business-data files purged; 11 taxonomy-only files allowlisted. Zero MOCK grep violations; Harness green.
Complete 4 / 4 2026-04-24
73.1
Debt Baseline (Inserted)
Urgent insertion: fixed F821 BatchPostResult bug, missing html2text dep, Phase 53 lazy-loading regression, conftest DB-isolation defect (cascading ~120 test failures), and missing async_client fixture.
Complete 3 / 3 2026-04-24
74
Backend Completion
~75 missing endpoints across 4 waves: communications + campaigns, analytics + population-health v2, employer + regulatory + UM + admin + fee schedules, and CMS plan submission + accumulators.
Complete 4 / 4 2026-04-24
75
IPA Core Completion (Cluster 1)
4 new patient tabs, 15 partial tabs completed, CMS-1500 + UB-04 intake forms, claims + UM KPI dashboards, CAQH intake + recredentialing tracker + PSV log.
Complete 7 / 7 2026-04-24
76
Financial Completion (Cluster 2)
Financial dashboard, billing operational tooling (adjustments, grace periods, actuarial, retroactive), Risk Pools restructure, Employer Groups 5-step wizard + COBRA, Plans CMS submissions + accumulators.
Complete 8 / 8 2026-04-24
77
Analytics Completion (Cluster 3)
4 new analytics endpoints, global date-range + compare-mode filter bar, client-side PDF, schedule pause/run-now/history, 5 de-mocked analytics + pop-health pages, entity-adaptive sidebar.
Complete 8 / 8 2026-04-24
78
Admin/Tenant Completion (Cluster 4)
Entity CRUD write-side + bulk actions, admin KPI endpoints, CSV + PDF export service, sub-network endpoints, scheduling day/week CSS grid, workflow queue state machine, and tenant configuration Sheet.
Complete 8 / 8 2026-04-27
79
Row-Click + Action Audit
Cross-cluster systematic pass — every table row clickable, every export/download button wired, every New/Create dialog connected, and every row-level action + file upload working.
Complete 4 / 4 2026-04-25
82
Human-Readable Display IDs
display_id CHAR(20) added to 10 entities with prefix-coded auto-generation: MBR-, PRV-, CLM-, AUTH-, CRED-, ENR-, DEL-, INV-, CASE-, DOC-. Backfill migration + Pydantic schemas + UI surfaces.
Complete 4 / 4 2026-04-23
83
UM Visual Parity
9 UM pages rebuilt to altbiolab reference design: dashboard charts, /um/new full-page prior-auth form, /um/denials workstation, medical director split-panel rebuild, EDI 278 expansion, referral network rebuild, criteria + auto-approval enhancements.
Complete 4 / 4 2026-04-25
84
Appointment Schedule Multi-Provider Grid
New /scheduling/appointment-schedule page — weekly grid with providers as columns, 30-min time rows, color-coded AVAILABLE/BOOKED/BLOCKED cells, BookAppointmentDialog pre-fill, and date navigation.
Complete 2 / 2 2026-04-26
85
Alert Settings Depth
Vital sign threshold table (7 vital types, LOW/HIGH/SEVERITY), per-provider notification channel matrix (SMS/Email/In-App/Push toggles), and escalation rules CRUD on /admin/notifications.
Complete 3 / 3 2026-04-26
86
Tiered Networks & Incentive Programs
Full backend + frontend for /network/tiered (tier assignment, per-tier benefits) and /network/incentive-programs (program CRUD, payout trend, performance table) with migration 090 + seed data.
Complete 3 / 3 2026-04-26
87
Comprehensive Documentation Rebuild
Full rebuild of docs/ site — docs-index.html, 26 module docs, 8 org-type guides, API spec, and API connectivity guide. All files use DESIGN.md tokens and consistent dark sidebar navigation.
Complete 6 / 6 2026-04-27
v2.3 Platform Gap Remediation Complete Shipped 2026-04-19
# Phase Status Plans Shipped
60
Assessments + Billing Compliance Tabs
Clinical assessment backend (PHQA/GAD-7/CAGE + scoring), billing compliance flags, patient tab registration, E2E + Harness smoke.
Complete 2 / 2 2026-04-16
61
Care Notes + Devices Tabs
Signed care notes with per-note sign/invalidate actions, patient device roster with ROW_NUMBER window function for latest readings.
Complete 2 / 2 2026-04-17
62
Documents + Immunizations Tabs
Versioned document management with S3 download + audit trail, immunization CRUD with hard delete, cross-entity IDOR prevention (404 not 403).
Complete 2 / 2 2026-04-17
63
Monthly Reviews + Screenings Tabs
PHQ-9 joined monthly reviews, derive_status() in-memory for screenings, supervising provider FK with SET NULL, split-prefix router pattern reused from Phase 60.
Complete 2 / 2 2026-04-17
64
Interaction Audit Report
208 routes × 428 probes audit: 361 fails classified P0/P1/P2. probes.ts canonical types; Playwright pinned to ~1.47.0. Feeds Phases 65–67 fix waves.
Complete 2 / 2 2026-04-18
65
Interaction Fix Wave 1 — IPA Core
Add/Edit/Filter wiring for delegations, credentialing, UM, providers; JSON.stringify client-side filtering; 70-item KNOWN_GOOD_FAILS allowlist established.
Complete 2 / 2 2026-04-18
66
Interaction Fix Wave 2 — Financial/Analytics
billing, plans, risk-pools, population-health, analytics, enrollment, employer-groups, clinical, medications. Audit gate ceiling 111→172.
Complete 2 / 2 2026-04-18
67
Interaction Fix Wave 3 — Support/Admin
29 support + 35 admin pages Pattern 1 normalized; PHI-conscious dual-filter pattern; platform-wide ESC spec proves GAP-INT-09 across 14 destructive routes. Zero REQUIRED gaps.
Complete 2 / 2 2026-04-18
68
Care Team + Documents History
/api/care/team and /api/documents/history with Alembic 069, dialect-aware composite index (mysql_length), static-before-dynamic route ordering, S3 pre-sign audit.
Complete 2 / 2 2026-04-18
69
OCR Scan + Risk Stratification
/documents/scan + /population-health/risk-stratification pages with OCR shared service, risk-stratification service, 11/11 verified requirements, and Save As Document fix.
Complete 3 / 3 2026-04-19
70
In-App Help Article Seeding
26 demo docs-module-*.html migrated to help_articles CMS via idempotent async seed script. PATHNAME_TO_MODULE specificity-first map, page-aware HelpPanel fallback, 59 unit + 5 E2E tests.
Complete 2 / 2 2026-04-19
71
Patient Memos Tab (Optional)
Optional — deferred. GAP-OPT-01, P2 priority. Internal non-clinical memos distinct from care-notes. Deferred to post-v2.3 by milestone budget decision.
Deferred 0 / 1
72
v2.3 Verification + Visual Parity Audit
Full Playwright E2E suite green, visual parity audit every route vs demo counterpart, Harness pipeline green SHA 2f8fcac. v2.3 milestone audit committed.
Complete 2 / 2 2026-04-19
v2.0 – 2.2 Platform Expansion + Infrastructure Complete Shipped 2026-04-12
# Phase Status Plans Shipped
18
Population Health
Risk stratification, chronic disease registries, preventive care gap reporting, and population metrics dashboard.
Complete 3 / 3 2026-04-09
19
Analytics & Reporting
Custom report builder, PDF/CSV/XLSX export, scheduled report delivery, and KPI trend analytics.
Complete 3 / 3 2026-04-09
20
Administration
User management, entity settings, immutable audit logs, and custom RBAC role configuration.
Complete 3 / 3 2026-04-09
21
Financial Management
PMPM capitation rates, payment ledger, medical expense reporting, and revenue cycle analytics.
Complete 3 / 3 2026-04-09
22
Plan Products
Health plan benefit definitions, network tier configurations, and drug formulary management.
Complete 2 / 2 2026-04-10
23
Employer Groups, Risk Pools & Grievances
Group enrollment, shared risk pool tracking, and grievance/appeals lifecycle.
Complete 1 / 1 2026-04-10
24
FQHC, Multi-Tenant & Regulatory
FQHC-specific workflows, tenant data isolation, and regulatory report generation.
Complete 1 / 1 2026-04-10
25
Scheduling, Alerts, SMS & Documents
Appointment scheduling, multi-channel alerts, document management, and notification preferences.
Complete 1 / 1 2026-04-10
26
Documentation & Manuals
Contextual in-app help, searchable knowledge base, and admin content management.
Complete 1 / 1 2026-04-10
27
AI Assistant & Chat
Natural language data queries, contextual AI suggestions, and persistent chat with cited responses.
Complete 1 / 1 2026-04-10
28–42
Platform Depth — 15 phases
Canned Analytics Dashboards, Financial Completeness (MLR drill-down, batch posting, rate table), Claims Forms (CMS-1500 + UB-04), Population Health Outreach, Enrollment Enhancements, UM Determination Letters, Network Provider Search, Tenant Admin Dashboard, Population Health Extensions, Claims & UM Extensions, Enrollment Sub-pages, UM & Admin Extensions, Network Extensions + Multi-Tenant Dashboard, Financial + Admin Extensions, Audit Rules Config + MFA. All complete 2026-04-11/12.
Complete 33 / 33 2026-04-12
43–49
Slack Integration + Verification (6 phases)
Fernet-encrypted Slack webhook storage, v2.0 integration QA across 248 demo HTMLs, 6 verification phases, all 50 requirements tracked. All complete 2026-04-12.
Complete 12 / 12 2026-04-12
50–54
v2.1 — Platform Infrastructure (5 phases)
Header redesign, Slack notification backend, frontend performance optimization (lazy imports, bundle splitting), E2E test infrastructure. All complete 2026-04-13.
Complete 10 / 10 2026-04-13
55
v2.2 — Full Platform QA (paused)
248-route exhaustive smoke.spec.ts with NAV_CONFIG import, entity switching, and soft assertions. Context gathered then superseded — v2.3 gap remediation addressed the interaction/route gaps QA was scoped to surface.
Superseded 0 / 1
v1.0 IPA Operations Platform Complete Shipped 2026-04-09
# Phase Status Plans Shipped
1–2
Foundation + Entity Graph
Next.js 14 App Router + FastAPI + MySQL 8.0 + Docker Compose + Harness CI/CD. Entity graph schema with closure table for O(1) hierarchy traversal. RS256 JWT with entity_id, entity_type, role, delegated_scopes, accessible_entity_ids. Entity-adaptive sidebar + entity switcher + onboarding wizard.
Complete 6 / 6 2026-04-05
3–7
IPA Operations Core (5 phases)
IPA Dashboard with delegation KPIs and HEDIS meters, full delegation agreement lifecycle, provider credentialing queue with TAT tracking, UM authorization queue with APScheduler SLA cron, provider roster + claims accuracy dashboard, HEDIS quality reporting with CSV export.
Complete 15 / 15 2026-04-07
8
Oracle Migration
Oracle schema/ERD not yet provided. Phase deferred — artifacts preserved. Not blocking any v2.x milestone.
Deferred 0 / 2
9–11
Patient & Clinical Suite (3 phases)
Patient roster with profile, care team, and medical history. Diagnoses, procedures, lab results, medications, clinical notes, clinical timeline. Vitals tracking + RPM device ingest with threshold alerting and alert configuration.
Complete 9 / 9 2026-04-08
12–14
Authorization, Claims & Billing (3 phases)
Full UM authorization lifecycle with appeals + status history. Claims submission, adjudication, denial management, and ERA 835/EOB remittance viewer. PMPM capitation billing, payment ledger, MLR reporting, and revenue cycle analytics.
Complete 9 / 9 2026-04-08
15–17
Enrollment, Network & Care Coordination (3 phases)
Member enrollment with plan assignment and eligibility. Provider network enrollment with contract management. Care plans, case management, care team assignment, interventions logging, and care coordination dashboard.
Complete 9 / 9 2026-04-09