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| 1 | +# IX-HapticSight Roadmap |
| 2 | + |
| 3 | +This roadmap defines the planned upgrade path from the current reference implementation toward a stronger, more auditable, and more runtime-oriented safety stack for bounded optical-haptic interaction. |
| 4 | + |
| 5 | +It is intentionally conservative. |
| 6 | + |
| 7 | +The project is not represented as certified, clinically validated, production deployed, or regulator-approved. The roadmap describes engineering intent and repository milestones, not real-world deployment approval. |
| 8 | + |
| 9 | +--- |
| 10 | + |
| 11 | +## Repository Mission |
| 12 | + |
| 13 | +IX-HapticSight is being developed as a safety-first optical-haptic interaction architecture for bounded human-facing robot behavior. |
| 14 | + |
| 15 | +The core project mission is to make these behaviors explicit, testable, and reviewable: |
| 16 | + |
| 17 | +- approach |
| 18 | +- pre-contact verification |
| 19 | +- bounded contact |
| 20 | +- retreat |
| 21 | +- safe hold |
| 22 | +- consent-aware interaction gating |
| 23 | +- hazard-aware veto behavior |
| 24 | +- auditable runtime policy evaluation |
| 25 | + |
| 26 | +The long-term direction is not broad social robotics. |
| 27 | + |
| 28 | +The long-term direction is a measurable interaction-governance stack with deterministic safety constraints. |
| 29 | + |
| 30 | +--- |
| 31 | + |
| 32 | +## Current Baseline |
| 33 | + |
| 34 | +The current repository already contains: |
| 35 | + |
| 36 | +- protocol schemas |
| 37 | +- consent logic |
| 38 | +- nudge scheduling logic |
| 39 | +- rest-pose generation |
| 40 | +- contact planning logic |
| 41 | +- safety gating logic |
| 42 | +- configuration files |
| 43 | +- example usage |
| 44 | +- baseline unit tests |
| 45 | + |
| 46 | +That is enough for a reference implementation, but not enough for a runtime-grade or evidence-backed package. |
| 47 | + |
| 48 | +--- |
| 49 | + |
| 50 | +## Upgrade Goals |
| 51 | + |
| 52 | +The upgrade campaign is designed to produce a stronger repository in the following areas: |
| 53 | + |
| 54 | +1. **Repository credibility** |
| 55 | + - cleaner project structure |
| 56 | + - clearer scope and non-claims |
| 57 | + - stronger contribution and review rules |
| 58 | + - more disciplined release notes and artifacts |
| 59 | + |
| 60 | +2. **Runtime architecture** |
| 61 | + - package separation by responsibility |
| 62 | + - runtime coordinator structure |
| 63 | + - ROS 2-compatible package layout |
| 64 | + - explicit interfaces and message models |
| 65 | + |
| 66 | +3. **Safety behavior** |
| 67 | + - stronger veto architecture |
| 68 | + - explicit fault handling |
| 69 | + - retreat semantics |
| 70 | + - stale-consent rejection |
| 71 | + - independent policy enforcement paths |
| 72 | + |
| 73 | +4. **Physical sensing interfaces** |
| 74 | + - force-torque input abstraction |
| 75 | + - tactile sensor input abstraction |
| 76 | + - proximity input abstraction |
| 77 | + - thermal input abstraction |
| 78 | + - contact-state fusion hooks |
| 79 | + |
| 80 | +5. **Evidence and replay** |
| 81 | + - structured logs |
| 82 | + - replay tooling |
| 83 | + - deterministic benchmark scenarios |
| 84 | + - simulation scene packs |
| 85 | + - hardware-in-the-loop scaffolding |
| 86 | + |
| 87 | +6. **Governance** |
| 88 | + - threat model artifacts |
| 89 | + - privacy and data handling docs |
| 90 | + - safety invariant traceability |
| 91 | + - standards crosswalk |
| 92 | + - safety-case starter materials |
| 93 | + |
| 94 | +--- |
| 95 | + |
| 96 | +## Planned Maturity Levels |
| 97 | + |
| 98 | +### M0 — Reference Prototype |
| 99 | +Status: approximately current state |
| 100 | + |
| 101 | +Characteristics: |
| 102 | +- pure Python reference modules |
| 103 | +- documentation-first posture |
| 104 | +- baseline configs and tests |
| 105 | +- no real runtime messaging layer |
| 106 | +- no tactile or hardware abstraction layer |
| 107 | +- no benchmark suite |
| 108 | +- no HIL scaffolding |
| 109 | + |
| 110 | +### M1 — Structured Repository |
| 111 | +Planned outcome: |
| 112 | +- stronger packaging |
| 113 | +- contribution and release hygiene |
| 114 | +- clarified roadmap, non-claims, and project boundaries |
| 115 | +- expanded project documentation |
| 116 | + |
| 117 | +Exit criteria: |
| 118 | +- repository structure is stable |
| 119 | +- upgrade plan is documented |
| 120 | +- contribution rules and release notes exist |
| 121 | +- package metadata is present |
| 122 | + |
| 123 | +### M2 — Modular Runtime Foundation |
| 124 | +Planned outcome: |
| 125 | +- logical package separation |
| 126 | +- runtime coordination interfaces |
| 127 | +- ROS 2 workspace and node scaffolding |
| 128 | +- message and service definitions |
| 129 | +- launch and configuration layering |
| 130 | + |
| 131 | +Exit criteria: |
| 132 | +- runtime module boundaries are explicit |
| 133 | +- state ownership is clearer |
| 134 | +- node lifecycle assumptions are documented |
| 135 | +- configuration loading is centralized |
| 136 | + |
| 137 | +### M3 — Safety-Grade Execution Layer |
| 138 | +Planned outcome: |
| 139 | +- motion execution adapter interfaces |
| 140 | +- collision and zone gating |
| 141 | +- retreat/abort logic |
| 142 | +- watchdog behavior |
| 143 | +- dual-path veto design |
| 144 | +- stronger fault handling tests |
| 145 | + |
| 146 | +Exit criteria: |
| 147 | +- execution boundaries are explicit |
| 148 | +- abort and retreat semantics are testable |
| 149 | +- safety behavior is separated from convenience behavior |
| 150 | + |
| 151 | +### M4 — Physical Signal Integration |
| 152 | +Planned outcome: |
| 153 | +- force-torque interfaces |
| 154 | +- tactile interfaces |
| 155 | +- proximity interfaces |
| 156 | +- thermal interfaces |
| 157 | +- contact-state fusion logic |
| 158 | +- simulated sensor fixtures |
| 159 | + |
| 160 | +Exit criteria: |
| 161 | +- the codebase can represent measured contact-related inputs |
| 162 | +- the planner and safety logic can consume those inputs without hidden assumptions |
| 163 | + |
| 164 | +### M5 — Evidence, Replay, and Benchmarking |
| 165 | +Planned outcome: |
| 166 | +- structured event logs |
| 167 | +- replay tooling |
| 168 | +- benchmark schemas |
| 169 | +- canonical scenarios |
| 170 | +- metrics reports |
| 171 | +- deterministic result packages |
| 172 | + |
| 173 | +Exit criteria: |
| 174 | +- behavior changes can be replayed |
| 175 | +- benchmark outputs are comparable |
| 176 | +- metrics are documented and reproducible |
| 177 | + |
| 178 | +### M6 — HIL and Safety Case Readiness |
| 179 | +Planned outcome: |
| 180 | +- hardware-in-the-loop scaffolding |
| 181 | +- calibration templates |
| 182 | +- fault injection templates |
| 183 | +- standards crosswalk |
| 184 | +- privacy and governance docs |
| 185 | +- safety invariant traceability matrix |
| 186 | +- safety-case starter pack |
| 187 | + |
| 188 | +Exit criteria: |
| 189 | +- the repository supports disciplined evidence collection |
| 190 | +- traceability exists between requirements, tests, and claims |
| 191 | +- governance artifacts exist for future review |
| 192 | + |
| 193 | +--- |
| 194 | + |
| 195 | +## What This Project Is Not |
| 196 | + |
| 197 | +The repository should not drift into claims it cannot support. |
| 198 | + |
| 199 | +It is not: |
| 200 | + |
| 201 | +- a certified collaborative robot package |
| 202 | +- a medical device |
| 203 | +- a therapy robot |
| 204 | +- a proven emotion-recognition engine |
| 205 | +- a production deployment stack |
| 206 | +- a substitute for hardware safety engineering |
| 207 | +- a substitute for legal, regulatory, or IRB review |
| 208 | +- a claim of socially correct behavior in all settings |
| 209 | + |
| 210 | +--- |
| 211 | + |
| 212 | +## Evidence Philosophy |
| 213 | + |
| 214 | +The strongest form of this project will rely on: |
| 215 | + |
| 216 | +- explicit requirements |
| 217 | +- deterministic safety behavior |
| 218 | +- replayable logs |
| 219 | +- bounded contact semantics |
| 220 | +- benchmark scenarios |
| 221 | +- hardware-in-the-loop evidence |
| 222 | +- traceable documentation |
| 223 | + |
| 224 | +Preference is always given to measured evidence over narrative claims. |
| 225 | + |
| 226 | +--- |
| 227 | + |
| 228 | +## Release Philosophy |
| 229 | + |
| 230 | +The planned release direction is: |
| 231 | + |
| 232 | +- v0.1.x: reference implementation baseline |
| 233 | +- v0.2.x: repository restructuring and modularization |
| 234 | +- v0.3.x: runtime and ROS 2 scaffolding |
| 235 | +- v0.4.x: sensing interfaces and execution safety expansion |
| 236 | +- v0.5.x: replay and benchmark package |
| 237 | +- v0.6.x: HIL scaffolding and safety-case preparation |
| 238 | +- v1.0.0: strong repository milestone, still bounded by explicit non-claims unless real evidence justifies more |
| 239 | + |
| 240 | +--- |
| 241 | + |
| 242 | +## Final Roadmap Rule |
| 243 | + |
| 244 | +Every major upgrade should improve at least one of these: |
| 245 | + |
| 246 | +- safety |
| 247 | +- clarity |
| 248 | +- testability |
| 249 | +- traceability |
| 250 | +- replayability |
| 251 | +- boundedness |
| 252 | + |
| 253 | +If it does not improve one of those, it should be treated as optional, not core. |
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