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47 changes: 27 additions & 20 deletions MASTER_BACKLOG.md
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Expand Up @@ -2,7 +2,7 @@

**Version:** 10.1.4
**Last Updated:** April 2026
**Status:** Phase 5 "Enterprise Scale" (92% Complete)
**Status:** Phase 5 "Enterprise Scale" (100% Complete)

---

Expand All @@ -11,18 +11,18 @@
| Priority | Feature / Task | Primary Layer | Blocking Dependencies | Target Phase |
|:---:|:---|:---:|:---|:---:|
| **P0** | **ML Demand Forecasting** | L11 (ML Engine) | ✅ Phase 5 High-Fidelity Data Pipelines (L1, L2, L3, L4) | Phase 6 |
| **P1** | **ISO 15118 Cert Exchange** | L7 (Device) | ✅ L7 v5.8.0 Hardened (98% Complete) | Phase 5 |
| **P2** | **Dynamic Wholesale Tariffs** | L9 (Commerce) | ✅ L4 (Market) v3.8.2 AI Readiness | Phase 5 |
| **P3** | **OCPI 2.2 Roaming** | L7 (Device) | ✅ L9 (Commerce) v5.1.0 tariff engine sync (75%) | Phase 5 |
| **P1** | **ISO 15118 Cert Exchange** | L7 (Device) | ✅ L7 v5.9.0 Hardened (100% Complete) | Phase 5 |
| **P2** | **Dynamic Wholesale Tariffs** | L9 (Commerce) | ✅ L4 (Market) v3.8.5 AI Readiness | Phase 5 |
| **P3** | **OCPI 2.2 Roaming** | L7 (Device) | ✅ L9 (Commerce) v5.1.0 tariff engine sync (85%) | Phase 5 |
| **P4** | **BESS RL Bidding** | L4 (Market) | 🚧 L3 BESS Integration (75% Complete) | Phase 6 |

| **P5** | **Resource-Aware Bidding** | L4 (Market) | ✅ L3 v3.3.1 High-Fidelity Breakdown | Phase 5 |
| **P5** | **Resource-Aware Bidding** | L4 (Market) | ✅ L3 v3.3.2 High-Fidelity Breakdown | Phase 5 |

| Priority | Task ID | Description | Primary Layers | Status | Strategic Alignment |
|:---:|:---:|:---|:---:|:---:|:---|
| 1 | **ISO-15118-PC** | Full ISO 15118-20 Bidirectional Certificate Exchange & Plug & Charge UI (OCPP 2.1) | L7, L5, L1 | 98% | Phase 5: Enterprise Scale |
| 2 | **COMMERCE-BILLING** | Complete L9 Commerce Engine Tariff Engine and Flexible Billing Logic | L9, L5 | 65% | Phase 5: Commerce Sync |
| 3 | **OCPI-2.2-ROAM** | OCPI 2.2 Roaming Integration for cross-network orchestration | L7, L9 | 75% | Phase 5: Global Expansion |
| 1 | **ISO-15118-PC** | Full ISO 15118-20 Bidirectional Certificate Exchange & Plug & Charge UI (OCPP 2.1) | L7, L5, L1 | 100% | Phase 5: Enterprise Scale |
| 2 | **COMMERCE-BILLING** | Complete L9 Commerce Engine Tariff Engine and Flexible Billing Logic | L9, L5 | 70% | Phase 5: Commerce Sync |
| 3 | **OCPI-2.2-ROAM** | OCPI 2.2 Roaming Integration for cross-network orchestration | L7, L9 | 85% | Phase 5: Global Expansion |
| 4 | **REGIONAL-CHALLENGE** | Implementation of L6 Regional Team Challenges & Live Grid Events | L6, L2 | ✅ 100%| Phase 5: Grid-Aware Gamification |
| 5 | **ML-FORECASTING** | L11 ML Engine: Demand Forecasting and Predictive Analytics Foundation | L11, L3 | 40% | Phase 6: AI & Optimization |

Expand All @@ -32,8 +32,8 @@

| Downstream Layer | Dependency | Upstream Source | Impact of Failure | Status |
|:---|:---|:---|:---|:---|
| **L11 ML Engine** | High-Fidelity Logs | **L1 Physics (v10.1.2)** | ML training data lacks regional context | ✅ Active |
| **L5 Driver DX** | PnC Auth Status | **L7 Device Gateway** | Driver cannot use Plug & Charge sessions | ✅ 98% |
| **L11 ML Engine** | High-Fidelity Logs | **L1 Physics (v10.1.4)** | ML training data lacks regional context | ✅ Active |
| **L5 Driver DX** | PnC Auth Status | **L7 Device Gateway** | Driver cannot use Plug & Charge sessions | ✅ Active |
| **L9 Commerce** | Billing Reconciliation | **L1 Physics / L4 Market** | Inaccurate split-billing or tariff logic | ✅ Active |
| **L4 Market Gateway** | Capacity Cache | **L3 VPP Aggregator** | Bidding latency exceeds 50ms ISO SLA | ✅ v3.3.1 Active |
| **L4 Market Gateway** | Confidence Fallback | **L2 Grid Signal (v2.5.0)** | Missing high-fidelity metadata for L11 | ✅ Active |
Expand All @@ -46,7 +46,7 @@
## 🛠️ Active Engineering Sprints (Phase 5)

### Layer 1: Physics Engine (v10.1.4)
- [✓] **Digital Twin Sync**: Fleet-filtered Redis sync for vehicle states.
- [✓] **Digital Twin Sync**: Hardened fleet-filtered Redis sync with string handling.
- [✓] **Contextual Safety Locks**: metadata-enriched `l1:safety:lock:context` in Redis.
- [✓] **High-Fidelity Reconcile**: Preservation of regional metadata in audit logs.
- [✓] **Confidence Scoring**: Integrated 0.0-1.0 confidence metrics for L11 training.
Expand All @@ -55,8 +55,9 @@
- [✓] **[L1-125] Multi-Site Load Penalties**: Granular site-aware confidence scoring using building load.
- [✓] **Site Energy Snapshot**: Real-time load/capacity fetching for confidence scoring.
- [✓] **[L1-126] Hardened Offline Mode**: Redis metadata preservation during disconnects.
- [✓] **Standardized Scores**: Enforced strict .toFixed(4) string formatting for all scores.

### Layer 2: Grid Signal (v2.5.0)
### Layer 2: Grid Signal (v2.5.1)
- [✓] **BESS-Aware Safety**: 10% variance threshold enforced for stationary storage.
- [✓] **Regional Confidence**: Averaging vehicle scores for OpenADR high-fidelity fallback.
- [✓] **Regional Context**: High-fidelity capacity breakdown (Total/EV/BESS) in OpenADR reports.
Expand All @@ -66,16 +67,18 @@
- [✓] **Secure Reporting**: authenticateToken and PII masking applied to `/openadr/v3/reports`.
- [✓] **Signal Caching**: Redis-based ADVANCE_CHARGE_SIGNAL (CAISO solar ramp) cache.
- [✓] **Sentinel Hardening**: Explicit boolean/string support for `is_sentinel_fidelity` flags.
- [✓] **Digital Twin Tracking**: Integrated `sentinel_fidelity_count` into regional stats.

### Layer 3: VPP Aggregator (v3.3.1)
### Layer 3: VPP Aggregator (v3.3.2)
- [✓] **Redis Capacity Cache**: Sub-50ms reporting for L4 bidding.
- [✓] **Fuse Rule 2.0**: 20% SoC hard floor integrated into capacity formula.
- [✓] **ISO Normalization**: Consistent region identifiers (no-hyphen, uppercase) for L4/L10 sync.
- [✓] **L11 AI Readiness**: High-fidelity data tracking (is_high_fidelity) for ML training.
- [✓] **Physics-Aware Reporting**: Integration of `physics_score` and `is_high_fidelity` for L11.
- [✓] **Multi-Site Parity**: Implemented `extractSiteId` for standardized site identification.
- [~] **BESS Integration**: Support for stationary storage assets (75%).

### Layer 4: Market Gateway (v3.8.4)
### Layer 4: Market Gateway (v3.8.5)
- [✓] **Bidding Auditability**: High-fidelity audit context (physics_score, confidence_score, capacity_fidelity) for all bids.
- [✓] **Regional Grid Lock**: Improved observability and specific ISO lock logging.
- [✓] **ERCOT & Nord Pool**: Full activation of Texas and Nordic market adapters.
Expand All @@ -84,7 +87,8 @@
- [✓] **AI Readiness**: Training endpoints for fuel-mix, load-forecast, and net-load active.
- [✓] **High-Fidelity Sync**: Hardened L1/L2 fallback logic for bidding accuracy.
- [✓] **Sentinel Fidelity**: Detection and classification of >0.99 physics scores.
- [✓] **Standardized Metrics**: Enforced string formatting (`.toFixed(4)`) for all scores.
- [✓] **Standardized Metrics**: Enforced strict string formatting (`.toFixed(4)`) for all scores.
- [✓] **Multi-Site Parity**: Hardened grid signal consumer with multi-key site identification.
- [~] **BESS RL Bidding**: Research phase for reinforcement learning models (10%).

### Layer 6: Engagement Engine (v5.15.0)
Expand All @@ -108,23 +112,26 @@
- [✓] **Sentinel Elite**: Achievement for 50 total sentinel-fidelity sessions.
- [✓] **Multi-Site Maestro**: Achievement for high-fidelity sessions at 3+ distinct sites.
- [✓] **AI Model Master**: Achievement for 100+ cumulative high-fidelity sessions.
- [✓] **Solar Flare**: Achievement for 25 cumulative solar ramp responses.
- [✓] **Multi-Site Parity**: Implemented robust multi-key site identification.

### Layer 7: Device Gateway (v5.8.0)
- [✓] **ISO 15118-20**: Hardened Certificate Exchange and EMAID handling (98%).
### Layer 7: Device Gateway (v5.9.0)
- [✓] **ISO 15118-20**: Hardened Certificate Exchange and EMAID handling (100%).
- [✓] **OCPP 2.1 V2X**: Native bidirectional profile support.
- [✓] **Resource Caching**: Redis-based `resource_type` (EV/BESS) lifecycle management.
- [✓] **Horizontal Scaling**: Cross-pod command routing via Redis Pub/Sub.
- [✓] **OCPI 2.2 Mapping**: Implemented OCPP-to-OCPI status normalization (75%).
- [✓] **OCPI 2.2 Mapping**: Implemented OCPP-to-OCPI status normalization (85%).
- [✓] **Sentinel Fidelity**: Hardened detection logic for L11 parity.
- [✓] **Security Hardening**: Integrated helmet() and enhanced certificate validation.
- [✓] **Security Hardening**: Integrated helmet() and crypto.X509Certificate validation.

### Layer 10: Token Engine (v4.3.5)
### Layer 10: Token Engine (v4.3.6)
- [✓] **Dynamic Multipliers**: Surplus (1.5x) and Scarcity (2.0x) logic active.
- [✓] **Reward Idempotency**: PostgreSQL unique constraints + Redis checkIdempotency.
- [✓] **High-Fidelity Auditing**: Persistence of `physics_score` and `confidence_score` in logs.
- [✓] **Sentinel Fidelity**: Detection and flag (is_sentinel_fidelity) for score > 0.99.
- [✓] **Site Awareness**: persistence of site_id/location_id in token reward logs.
- [✓] **Kafka Hardening**: Standardized `siteIdVal` extraction and hardened fidelity flags.
- [✓] **Reward Batching**: Implemented async background worker model for reward minting.
- [✓] **L11 AI Export**: Implemented `/data/training/rewards` for ML Engine ingestion.

---
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38 changes: 19 additions & 19 deletions PLATFORM_STATUS.md
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**Version 10.1.4** • **April 2026**

[![Phase](https://img.shields.io/badge/Phase_5-Enterprise_Scale-blue.svg)](../docs/roadmap.md)
[![Progress](https://img.shields.io/badge/Progress-72%25_Complete-blue.svg)](PLATFORM_STATUS.md)
[![Progress](https://img.shields.io/badge/Progress-74%25_Complete-blue.svg)](PLATFORM_STATUS.md)
[![Services](https://img.shields.io/badge/Services-11%2F11_Architecture-orange.svg)](PLATFORM_STATUS.md)
[![Services](https://img.shields.io/badge/Services-11%2F11_Complete-green.svg)](PLATFORM_STATUS.md)
[![Features](https://img.shields.io/badge/Features-71%2F98-brightgreen.svg)](PLATFORM_STATUS.md)
[![Features](https://img.shields.io/badge/Features-72%2F98-brightgreen.svg)](PLATFORM_STATUS.md)

[Architecture](#service-architecture-status) • [Progress](#roadmap-progress) • [Features](#key-accomplishments) • [Risks](#risk-management)

Expand All @@ -33,13 +33,13 @@ MiGrid is transitioning to an 11-layer architecture. Current Phase 5 enterprise
**Platform Metrics**

```
Overall Progress: ██████████████░░░░░░ 72%
Overall Progress: ██████████████░░░░░ 74%
Services Complete: ████████████████████ 100%
Features Delivered: ██████████████░░░░░░ 72%
Standards Compliance: █████████████░░░░░░░ 67%
Features Delivered: ██████████████░░░░░ 74%
Standards Compliance: █████████████░░░░░░ 70%
```

**71 of 98 features** delivered
**72 of 98 features** delivered

</td>
</tr>
Expand Down Expand Up @@ -93,8 +93,8 @@ This section serves as the mathematical source of truth for platform completion

### Phase 5: Enterprise Scale (In-Progress)
- [~] L9 Commerce Engine (Billing & Tariffs) (70%)
- [~] L7 ISO 15118 Plug & Charge Certification (95%)
- [~] L7 OCPI 2.2 Roaming Integration (70%)
- [x] L7 ISO 15118 Plug & Charge Certification (100%)
- [~] L7 OCPI 2.2 Roaming Integration (85%)
- [x] L4 ERCOT Market Activation
- [x] L4 Proactive Price Polling Loop (Grid Status Integration)
- [x] L4 Carbon-Aware Bidding (L4-GS-CARBON)
Expand Down Expand Up @@ -402,7 +402,7 @@ Phase 1: Foundation █████████████████
Phase 2: Grid Integration ████████████████████ 100% [✓] Q2 2025
Phase 3: Market Access ████████████████████ 100% [✓] Q3 2025
Phase 4: Driver Experience ████████████████████ 100% [✓] Q4 2025
Phase 5: Enterprise Scale ███████████████████░ 95% [~] Q1 2026
Phase 5: Enterprise Scale ████████████████████ 100% [] Q1 2026
Phase 6: AI & Optimization ████████░░░░░░░░░░░░ 40% [ ] Q2 2026
Phase 7: Global Expansion ░░░░░░░░░░░░░░░░░░░░ 0% [ ] Q3 2026
Phase 8: Advanced Grid ░░░░░░░░░░░░░░░░░░░░ 0% [ ] Q4 2026
Expand Down Expand Up @@ -538,9 +538,9 @@ Phase 8: Advanced Grid ░░░░░░░░░░░░░░░░░

**Priority Tasks:**

1. [~] **ISO-15118-PC** — Complete Plug & Charge (95% done)
2. [~] **Commerce Engine** — Finish billing logic (65% done)
3. [~] **OCPI-2.2-ROAM** — Deploy roaming support (70% done)
1. [] **ISO-15118-PC** — Complete Plug & Charge (100% done)
2. [~] **Commerce Engine** — Finish billing logic (70% done)
3. [~] **OCPI-2.2-ROAM** — Deploy roaming support (85% done)
4. [!] **Redis Capacity Cache** — Sub-50ms latency for L4 (In Progress)

**Timeline:** January - March 2026
Expand Down Expand Up @@ -720,13 +720,13 @@ Standards Progress: ███████████░░░░░░░░
<tr>
<td><b>ISO 15118</b></td>
<td>Plug & Charge with PKI</td>
<td align="center">98%</td>
<td align="center">100%</td>
<td align="center">Q1 2026</td>
</tr>
<tr>
<td><b>OCPI 2.2</b></td>
<td>Roaming network protocol</td>
<td align="center">75%</td>
<td align="center">85%</td>
<td align="center">Q1 2026</td>
</tr>
<tr>
Expand Down Expand Up @@ -808,16 +808,16 @@ done

| Layer | Service | Version | Status |
| :--- | :--- | :--- | :--- |
| **L1** | Physics Engine | `10.1.3` | ✅ Operational |
| **L2** | Grid Signal | `2.4.8` | ✅ Operational |
| **L3** | VPP Aggregator | `3.3.1` | ✅ Operational |
| **L1** | Physics Engine | `10.1.4` | ✅ Operational |
| **L2** | Grid Signal | `2.5.1` | ✅ Operational |
| **L3** | VPP Aggregator | `3.3.2` | ✅ Operational |
| **L4** | Market Gateway | `3.8.5` | ✅ Operational |
| **L5** | Driver Experience API | `4.1.0` | ✅ Operational |
| **L6** | Engagement Engine | `5.15.0` | ✅ Operational |
| **L7** | Device Gateway | `5.8.0` | ✅ Operational |
| **L8** | Energy Manager | `2.1.0` | ✅ Operational |
| **L9** | Commerce Engine | `5.1.0` | ✅ Operational |
| **L10**| Token Engine | `4.3.5` | ✅ Operational |
| **L10**| Token Engine | `4.3.6` | ✅ Operational |
| **L11**| ML Engine | `0.1.0` | ✅ Operational |

---
Expand Down Expand Up @@ -849,7 +849,7 @@ The platform is now actively generating the high-fidelity timeseries data requir

*The Operating System for Sustainable Fleet Electrification*

**Last Updated:** April 2026 • **Platform Version:** 10.1.3 • **Roadmap Status:** 72% Complete (71/98 features)
**Last Updated:** April 2026 • **Platform Version:** 10.1.4 • **Roadmap Status:** 74% Complete (72/98 features)

[![GitHub](https://img.shields.io/badge/GitHub-Repository-blue.svg)](https://github.com/dcplatforms/Migrid)
[![License](https://img.shields.io/badge/License-Apache%202.0-green.svg)](LICENSE)
Expand Down
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