Version 3.0.1 • 2026-07-07 • Living Document – Subject to refinement
| Version | Status | Notes |
|---|---|---|
| 0.0.9 | Released | Dataset management, password policy, admin features |
| 0.0.10 | Released | Statistical Foundation (0.0.2) – Complete |
| 0.0.11 | Released | AI Agents & Collaboration + Notebook Import + Mobile Support (0.0.3) – 100% Complete |
| 0.0.12 | Planned | Advanced Analysis, Agent Expansion + Audio I/O (0.0.4) |
| 0.0.13 | Planned | Integration & Extensibility (0.0.5) |
| 0.0.14 | Planned | Production Readiness (0.0.6) |
| 0.0.15 | Planned | Advanced Agent Capabilities (0.0.7) |
| 0.0.16 | Planned | Ecosystem & Marketplace (0.0.8) |
Theme: Core statistical capabilities with a maintainable codebase and foundation for AI Agents.
Delivered in: Version 0.0.10
| Feature | Source | Status |
|---|---|---|
| DuckDB Storage Engine (Quack protocol) | 0.0.2 | Complete |
| Dataset Management (Upload + Define) | 0.0.2 | Complete |
| Recipe Framework (CRUD, execution pipeline) | 0.0.2 | Complete |
| Recipe UI (List, wizard, detail, execution results) | 0.0.2 | Complete |
| Statistics Router (Descriptive statistics with caching) | 0.0.2 | Complete |
| Visualisation Stage (Bar, pie, line, scatter charts) | 0.0.2 | Complete |
| Column Schema Fetch (Type badges, statistics) | 0.0.2 | Complete |
| User Groups (100 groups, sharing, admin management) | 0.0.3 | Complete |
| Resource Sharing (AI, DB, Datasets, Recipes) | 0.0.3 | Complete |
| Shared Connections (* prefix, badges, view-only) | 0.0.3 | Complete |
| Group Descriptions (Admin UI) | 0.0.3 | Complete |
| Shared Memory (Caching with TTL) | 0.0.2 | Complete |
| Multilingual Support (Backend + Frontend) | 0.0.2 | Complete |
| Define Dataset (Tables and views from DB connections) | 0.0.2 | Complete |
| General Chat Agent | 0.0.3 | Complete |
| Database Connections (PostgreSQL) | 0.0.5 | Complete |
| Schema Simplification (Foreign keys, indexes, storageType) | 0.0.10 | Complete |
| Multiple Preparation Rules per Recipe | 0.0.10 | Complete |
| Admin Groups Page Fix | 0.0.10 | Complete |
| Admin User Details Page Fix | 0.0.10 | Complete |
| Datasets Upload History Filter | 0.0.10 | Complete |
| PostgreSQL/MySQL Test Connection Error Cleanup | 0.0.10 | Complete |
| quack-proxy Systemd Service | 0.0.10 | Complete |
Theme: AI Agents, collaboration, sharing, user roles, and mobile screen size support.
Delivered in: Version 0.0.11 (rc1 + rc2)
| Feature | Status | Evidence |
|---|---|---|
Database schema (isGroupAdmin field) | Complete | User model in schema.prisma |
| Seed data with Group Admin support | Complete | prisma/seed.ts |
Permission functions in lib/admin.ts | Complete | isGroupAdmin, canManageGroupUsers, canManageUser, canPromoteGroupAdmin, getVisibleUsers, getUserGroup |
Middleware protection (proxy.ts) | Complete | Route protection for all admin paths |
| Admin endpoints with permission checks | Complete | All admin routes block non-admins |
| Group management endpoints | Complete | /api/admin/groups/users, /api/admin/groups/promote |
| Admin groups page | Complete | Full management UI |
| Admin user details page | Complete | User management within group |
| Conditional sidebar rendering | Complete | Admin section visible to Group Admins |
| Self-modification prevention | Complete | Cannot modify own account |
| Dropdown display fixes | Complete | Proper names in closed state |
| GroupAdminBadge component | Complete | Shows "Group Admin" badge in UI |
| Feature | Status | Evidence |
|---|---|---|
Database schema (isExampleUser field) | Complete | User model in schema.prisma |
Seed data (exampleuser@example.com / User1234#) | Complete | prisma/seed.ts |
Permission functions in lib/admin.ts | Complete | isExampleUser, canChangePassword, canPerformAdminAction, canModifyAdminResources, canViewAdminPages |
Middleware protection (proxy.ts) | Complete | Route protection for all protected paths |
| Auth endpoints blocking | Complete | /api/auth/change-password, /api/auth/reset-password, /api/auth/forgot-password |
| Admin endpoints permission checks | Complete | All admin routes block Example Users |
| User resource endpoints blocking | Complete | AI connections, database connections, datasets, recipes |
/api/user/role endpoint | Complete | Role detection for frontend |
| ExampleUserBadge component | Complete | Shows "Example User" badge in UI |
| ExampleUserBanner component | Complete | Read-only banner with register button |
| ExampleUserReadonlyWrapper component | Complete | Wraps content with read-only overlay |
| Password visibility restriction | Complete | Eye icon disabled for Example Users |
| Language override for Example Users | Complete | Session language from login overrides profile |
| Read-only views for all pages | Complete | All pages show lock banner for Example Users |
| Feature | Status | Evidence |
|---|---|---|
Chat model (id, userId, title, createdAt, updatedAt) | Complete | prisma/schema.prisma |
Message model (id, chatId, role, content, createdAt) | Complete | prisma/schema.prisma |
ChatManager orchestrator | Complete | backend/src/chat/manager.py |
| CRUD operations | Complete | backend/src/chat/crud.py |
| Message management | Complete | backend/src/chat/messages.py |
| Feature | Status | Evidence |
|---|---|---|
| Chat router endpoints | Complete | backend/src/chat_router.py |
| Anthropic provider | Complete | backend/src/chat/providers/anthropic.py |
| Ollama provider | Complete | backend/src/chat/providers/ollama.py |
| OpenAI-compatible provider | Complete | backend/src/chat/providers/openai.py |
| Shared connection support | Complete | backend/src/chat/connection.py |
| Full chat UI | Complete | frontend/app/chat/page.tsx |
| Language context system message | Complete | backend/src/chat/language.py |
| Error message translation | Complete | backend/src/chat_router.py |
| Feature | Status | Evidence |
|---|---|---|
| Design document | Complete | workbench-data-preparation.md |
Database schema (DataPreparationRule model) | Complete | prisma/schema.prisma |
| Backend CRUD endpoints | Complete | backend/src/routers/datasets/preparation.py |
| Backend Integration | Complete | Applied in recipe execution |
| Preview endpoint | Complete | /api/datasets/{id}/preparation/preview |
| Frontend UI – Dataset page | Complete | frontend/app/datasets/[id]/page.tsx |
| Frontend UI – Recipe creation | Complete | frontend/app/recipes/new/page.tsx |
| Frontend UI – Recipe edit | Complete | frontend/app/recipes/[id]/page.tsx |
| Frontend UI – Execution results | Complete | frontend/app/recipes/executions/[id]/page.tsx |
| Multiple rules per recipe | Complete | RecipePreparationRule junction table |
| Dynamic filter operators | Complete | Based on column type |
data_preparation stage executor | Complete | DataPreparationExecutor applies rules in order with before/after metadata |
| Integration with recipe execution as a stage | Complete | Preparation runs as first-class stage in recipe pipeline |
| Feature | Status | Evidence |
|---|---|---|
| Notebook parser + sanitisation | Complete | backend/src/routers/notebooks/parser.py |
| Data extraction from outputs | Complete | DataFrame parsing from text/plain + text/html |
| DuckDB storage (schema-per-import) | Complete | backend/src/routers/notebooks/storage.py |
| NotebookImport tracking table | Complete | Prisma schema + PG record |
| Import page (file picker, preview, results) | Complete | frontend/app/notebooks/import/page.tsx |
| List page (past imports, delete) | Complete | frontend/app/notebooks/page.tsx |
| Validation UX (buttons always enabled, red error banners) | Complete | Client-side validation in handleImport/handlePreview |
| PostgreSQL storage (append + create database) | Complete | storage.py — asyncpg, atomic rollback |
| MySQL storage (append + create database) | Complete | storage.py — aiomysql, table prefix strategy |
| Remote delete (PG/MySQL cleanup) | Complete | Schema CASCADE (PG), table prefix DROP (MySQL), full DB DROP (create mode) |
| canCreateTables detection + badge | Complete | test-postgres/route.ts, test-mysql/route.ts, purple Tables badge |
| System database guards | Complete | Blocks imports into postgres/template0/template1/mysql/sys |
| Group sharing + Example user guards | Complete | notebookGroup field, share toggle, example user 403 + banner |
| Auto-create dataset + success redirect | Complete | Single-table checkboxes, redirect to /notebooks after import |
| Feature | Status | Evidence |
|---|---|---|
| Chat module refactored | Complete | backend/src/chat/ (connection.py, crud.py, messages.py, title.py, language.py, manager.py, providers/) |
| Recipes module refactored | Complete | backend/src/routers/recipes/ (crud.py, execute.py, helpers.py, history.py, models.py, stages/) |
| Datasets router split | Complete | backend/src/routers/datasets/ (crud.py, upload.py, define.py, schema.py, describe.py, preparation.py) |
| Base agent class | Complete | AIAgent ABC with ask(), ask_structured(), AgentFactory registry |
| Agent-specific agent logic | Complete | DatasetCleanerAgent, DatabaseDesignerAgent, RecipeAssistantAgent |
| Copy-to-clipboard on all chats | Complete | CopyButton component with clipboard API — all 4 AI chat pages |
| Feature | Status | Notes |
|---|---|---|
| Activity Logs | Pending | User activity tracking |
| Audit Trail | Pending | System-wide audit logging |
| Technique | Status | Notes |
|---|---|---|
| Descriptive statistics | Complete | Mean, median, mode, variance, std_dev, skewness, kurtosis, min, max, range, quartiles |
| Correlation matrix | Complete | Pearson, Spearman, Kendall |
| t-test (independent and paired) | Complete | scipy ttest_ind/ttest_rel + Cohen's d |
| ANOVA (one-way and two-way) | Complete | scipy f_oneway + statsmodels OLS/anova_lm Type II |
| Linear regression | Complete | scipy linregress (simple) + statsmodels OLS (multiple) |
| Chi-square test | Complete | scipy chi2_contingency + Cramér's V |
| More advanced statistical methods | Planned | Future expansion |
| Feature | Status | Evidence |
|---|---|---|
| useMobile hook (768px breakpoint) | Complete | frontend/hooks/useMobile.ts |
| Hamburger drawer overlay navigation | Complete | frontend/components/layout.tsx — Mobile header + slide-in drawer + backdrop |
| Responsive sidebars (datasets, chat, upload) | Complete | 5 files: w-64 → w-full md:w-64, flex → flex-col md:flex-row |
| Fixed-width select containers → responsive | Complete | 12 Select containers across admin/models, admin/groups, datasets, chat pages |
| Global touch target minimums (44px) | Complete | frontend/app/globals.css — buttons, links, selects, checkboxes, radios |
| Mobile keyboard clearance padding | Complete | layout.tsx — pb-24 on mobile main content area |
| Desktop layout preserved | Complete | Zero visual change at ≥768px; all md: breakpoints are additive |
Activity Logs and Audit Trail moved to milestone 0.0.6 (Production Readiness). Mobile screen size support added (2026-07-07): hamburger drawer, responsive sidebars, touch targets, keyboard padding — 7 features across 9 files.
Theme: Advanced statistical techniques, expanding the AI Agent ecosystem, and recipe export/import.
| Feature | Status | Notes |
|---|---|---|
| More Chart Types | Planned | Histogram, boxplot, heatmap, 3D plots |
| Interactive Visualisations | Planned | User interaction with charts |
| Export Visualisations | Planned | PNG, SVG, PDF exports |
| Advanced Statistical Techniques | Planned | Bayesian methods, time series, clustering |
| Data Preparation Agent | Planned | Cleaning, transformation, feature engineering guidance |
| Statistical Analysis Agent | Planned | Advanced statistics, hypothesis testing, model recommendations |
| Visualisation Agent | Planned | Chart and dashboard recommendations |
| Export/Import Recipes | Planned | JSON/YAML export and import |
| Recipe Templates | Planned | Pre-built recipe templates |
| Audio Input/Output | Complete | Speech-to-text (mic capture via Web Speech API) + text-to-speech (AI response via SpeechSynthesis). Browser support detection with error messages. Per-user audio settings panel (voice, speed/pitch, reset). Mic, speaker, and settings gear icons on all 4 AI chat pages. |
Theme: Connecting to more data sources and extending the platform.
| Feature | Status | Notes |
|---|---|---|
| More Database Types | Planned | MySQL, SQLite, Snowflake, BigQuery |
| API Token Authentication | Planned | For programmatic access |
| Webhooks | Planned | Event-driven integration |
| Agent Tool Expansion | Planned | SQL execution, schema inspection, dataset analysis, recipe creation, dataset creation |
| Custom Agent Development Kit | Planned | For building custom agents |
| Plugin Architecture | Planned | Extensible plugin system |
Theme: Making the Workbench enterprise-ready.
| Feature | Status | Notes |
|---|---|---|
| Performance Optimisation | Planned | Query optimisation, caching strategies |
| Monitoring & Alerting | Planned | Metrics, dashboards, alerts |
| Backup & Recovery | Planned | Automated backups, restore procedures |
| User Documentation | Planned | Comprehensive user guides |
| Developer Documentation | Planned | API docs, architecture guides |
| User Role Documentation | Planned | Complete role-based access control documentation |
| Demo Mode Enhancements | Planned | Improved demo experience |
| Agent Security Review | Planned | Security audit of agent system |
| Activity Logs & Audit Trail | Planned | User activity tracking + system-wide audit logging (moved from 0.0.3) |
| Comprehensive Testing | Planned | Unit tests, integration tests, E2E tests |
Theme: Making agents more powerful and autonomous.
| Feature | Status | Notes |
|---|---|---|
| Multi-step Agent Workflows | Planned | DSPy Programs, sequential operations |
| Agent Collaboration | Planned | Multiple agents working together |
| Agent Tool Security | Planned | Permission-based tool access |
| Agent Configuration UI | Planned | User-configurable agent settings |
| Agent Performance Monitoring | Planned | Agent execution metrics |
| Custom Agent Creation | Planned | User-defined agents |
Theme: Building an ecosystem around the Workbench.
| Feature | Status | Notes |
|---|---|---|
| Recipe Sharing (Public/Private) | Planned | Share recipes with the community |
| Agent Sharing | Planned | Share custom agents |
| Community Templates | Planned | Pre-built templates for common tasks |
| External Integration SDK | Planned | SDK for building integrations |
| Plugin Architecture (Phase 2) | Planned | Enhanced plugin system |
| Agent Marketplace | Planned | Community-contributed agents |
| Milestone | Theme | Key Deliverables | Target |
|---|---|---|---|
| 0.0.2 | Statistical Foundation | Core stats, code restructure, sharing features, schema simplification | ✅ Complete |
| 0.0.3 | AI Agents & Collaboration | Dataset Agent, DB Designer Agent, Recipe Assistant, Group Admin, Example User, Data Preparation, 8 Stats Techniques, Agent Framework, Copy-to-Clipboard, Audio I/O (mic, speaker, settings), MS SQL Server, Mobile Screen Size Support (hamburger drawer, responsive sidebars, touch targets, keyboard padding) | ✅ 100% Complete |
| 0.0.4 | Advanced Analysis, Agent Expansion & Audio | Audio I/O, advanced stats, new agents, visualisations, export/import | 📋 Future |
| 0.0.5 | Integration & Extensibility | More DB types, API, tool expansion | 📋 Future |
| 0.0.6 | Production Readiness | Activity Logs, Audit Trail, performance, monitoring, docs, role documentation | 📋 Future |
| 0.0.7 | Advanced Agent Capabilities | Multi-step workflows, security | 📋 Future |
| 0.0.8 | Ecosystem & Marketplace | Sharing, community, plugins | 📋 Future |
| Theme | 0.0.2 | 0.0.3 | 0.0.4 | 0.0.5 | 0.0.6 | 0.0.7 | 0.0.8 |
|---|---|---|---|---|---|---|---|
| Statistical Analysis | 🔴 | 🟢 | 🟢 | ||||
| Dataset Management | 🔴 | 🟡 | 🟡 | 🟢 | |||
| Visualisation | 🟡 | 🟢 | |||||
| User Collaboration | 🟢 | 🔴 | |||||
| User Roles & Permissions | 🟡 | 🔴 | 🟢 | ||||
| AI Agents | 🟡 | 🔴 | 🔴 | 🟡 | 🟢 | 🟢 | |
| Integration | 🔴 | ||||||
| Production Readiness | 🔴 | ||||||
| Ecosystem | 🔴 | ||||||
| Recipe Portability | 🟢 |