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EmbiPay — Visual Roadmap

Close gaps → Ship sandbox → B2B path

High-Level Journey

flowchart LR
    subgraph Now["📍 NOW"]
        A[Current Sandbox]
    end

    subgraph M1["Milestone 1"]
        B[Control Tower]
    end

    subgraph M2["Milestone 2"]
        C[Task & Audit Integrity]
    end

    subgraph M3["Milestone 3"]
        D[Pool Hardening]
    end

    subgraph M4["5A Ship"]
        E[Sandbox Ready]
    end

    subgraph M5["5B Path"]
        F[Org Model & B2B Prep]
    end

    subgraph End["🎯 END GOAL"]
        G[B2B Real-Money]
    end

    A --> B --> C --> D --> E --> F --> G
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Timeline View

timeline
    title EmbiPay Roadmap: Gaps → Ship → B2B

    section Now
        Current state : Sandbox live, SDKs, docs
        Gaps : Kill switches missing
        Gaps : Owner limits admin-only
        Gaps : Dual task systems
        Gaps : Audit chain incomplete

    section Milestone 1 — Control Tower
        Kill switches : Add is_paused / wallet_frozen
        Kill switches : Block agent APIs when paused
        Owner limits : API for owners to set limits
        Owner limits : UI for limit controls

    section Milestone 2 — Task & Audit
        Unify tasks : Deprecate payment_requests or migrate (deferred)
        Audit chain : ✅ PATCH agent tasks → task_audit + ledger
        Explainability : ✅ status_change audit + agent_task ledger for payment tasks

    section Milestone 3 — Pool Hardening
        Usage limits : ✅ Block record-pool-usage at 0 (-1=unlimited)
        Pool exit : ✅ POST /api/admin/pool-exit
        Overuse alert : ✅ GET /api/admin/pool-overuse

    section Milestone 4 — 5A Ship
        Sandbox ready : All gaps closed
        Control Tower : 8/10+ alignment score
        Launch : Developer sandbox public

    section Milestone 5 — B2B Prep
        Org model : Lightweight org/tenant layer
        Waitlist : B2B interest capture
        Docs : B2B conversion path

    section End Goal — 5B
        Payment provider : Stripe Connect / Dwolla
        KYC : Business verification
        Monetization : Usage-based billing
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Gap → Action Map

Gap Action Milestone
No pause / freeze / block Add is_paused (or similar) to agentwallet; enforce in agent APIs; add owner API + UI 1
Owners can't set limits Add /api/wallet/update-limits for linked owners; UI on wallet page 1
Dual task systems ✅ Fixed — Unified under agent_tasks; for-agent, complete-by-session, fetch-tasks use agent_tasks 2
Agent task PATCH doesn't audit Insert task_audit row on status change in PATCH /api/agent/tasks/[id] 2
Agent task PATCH doesn't ledger Insert ledger entry for completed/failed payment-like tasks 2
Pool usage goes negative In record-pool-usage, return 400 when usage_limit <= 0 for limited contributions 3
No pool exit Add API to remove/revoke agent contribution from pool 3
— Enforce pool overuse detection / alerting 3

Dependency Flow

flowchart TD
    subgraph M1["Milestone 1 — Control Tower"]
        A1[Kill switches]
        A2[Owner limit API]
    end

    subgraph M2["Milestone 2 — Task & Audit"]
        B1[Unify or document task model]
        B2[PATCH → task_audit]
        B3[PATCH → ledger]
    end

    subgraph M3["Milestone 3 — Pool Hardening"]
        C1[Block pool overuse]
        C2[Pool exit API]
    end

    M1 --> M2
    M1 --> M3
    M2 --> Ship[5A Ship-Ready]
    M3 --> Ship
    Ship --> B2B[B2B Prep]
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Priority Order

# Work Why first
1 Kill switches (pause / freeze) Safety before scale; enables human control
2 Owner limit API Core Control Tower; no admin workaround needed
3 PATCH → task_audit + ledger Explainability; "why did this happen?"
4 Unify or document task model Reduces confusion and bugs
5 Pool usage hard stop at 0 Prevents overuse silently
6 Pool exit API Lets humans remove agents from pools
7 Org model (optional) Prep for B2B; can defer

End Goal Summary

Stage Outcome
Milestones 1–3 Gaps closed; Control Tower alignment 8/10+
5A Ship Developer sandbox publicly ready
5A+ Feedback, waitlist, iteration
5B Org model → payment provider → KYC → B2B launch

See also: PROJECT-STATUS.md · PHASE5-SANDBOX-TO-B2B-PLAN.md