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docs(v3.0): release-gate documentation hygiene — ROADMAP + CHANGELOG + federation-primitives + LIMITATIONS (#663) - #682

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docs(v3.0): release-gate documentation hygiene — ROADMAP + CHANGELOG + federation-primitives + LIMITATIONS (#663)#682
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@robotrocketscience robotrocketscience commented May 11, 2026

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Closes #663.

What ships

Documentation hygiene for the v3.0 cut. Four atomic commits, no code change.

  1. docs/ROADMAP.md — new ### v3.0.0 — completion + design cut section under ## Planned, listing the substrate completion items ([v2.1] HRR integration: persistence default-ON + split-format migration + disk-cost opt-out #553 / Umbrella: wonder consolidation — substrate + lifecycle + dispatch (v2.1) #542 / [v2.0] Type-aware compression — tokens-per-belief reduction on retrieved output #434 / [retrieval] HRR structural-query lane (bind/probe over outgoing edges) #152 / feat(eval-harness): wire context-rebuilder eval harness for #587 hot-start scoring #592) and the four design ratifications (v3.0 PHILOSOPHY: natural-language-relatedness gate — deterministic vs embedding #605 / v3.0: sentiment-feedback hook production wire-up (evaluation #193 passed; integration pending) #606 / v3.0: multimodel scope memo (v2.0 deferred at #198; re-evaluate scope post wonder-dispatch) #607 / v3.0 design decision: federation write model — multi-writer CRDT vs read-only #661) with cross-refs to umbrella tracker v3.0 Milestone tracker — wonder lifecycle complete + HRR persistence + compression + design cuts #608. The note about the stale v2.2 row's three references (Deduplication module (dedup) — v2.0 evaluation #197 WONTFIX / Evaluate sentiment-from-prose feedback for v2.0 (privacy + determinism review) #193 / Add bulk= parameter to ingest_turn (v2.0 wonder prep) #194) goes in the new section so the audit trail stays attached to the supersession, not orphaned in the table footer.

  2. CHANGELOG.md — opens ## [3.0.0] - Unreleased under the existing ## [Unreleased] header. All current [Unreleased] entries (feat(retrieval): #N literal boost in BM25 scoring for issue/PR-number prompts #677 BM25 #N-literal boost, feat(slash): R3 — VERDICT-driven dispatch + feedback close-the-loop (#645 sub-task) #659 R3 dispatch, [v2.0] Type-aware compression — tokens-per-belief reduction on retrieved output #434 type-aware compression A2 gate, feat(eval-harness): wire context-rebuilder eval harness for #587 hot-start scoring #592 hot-start fixture, feat(wonder): reconcile WonderResult.coverage prose-vs-formula (#656 follow-up) #667 coverage clamp, feat(wonder+reason): full parity with agentmemory + harmonious merge with aelfrice extensions #645 wonder default-flip + shorthand, etc.) are v3.0 work and now read under the new heading without any per-entry shuffle. New post-v3.0 work can land under the bare [Unreleased] line at the top.

  3. docs/design/federation-primitives.md — top-of-file callout marks §2–§5 (multi-writer CRDT primitives: MV-Register, 2P-Set with provenance, PN-Counter, causal-stable GC) as deferred extension, not v3.0 scope per the v3.0 design decision: federation write model — multi-writer CRDT vs read-only #661 read-only ratification. §1 (version vectors) is explicitly affirmed as forward-compat substrate per [v1.x forward-compat] SUPERSEDES version-vector schema for v3 federation #204 / [v2.0] Write log as source of truth — append-only ingest_log + replay-capable derivation #205. Per §2 also gets an inline "Deferred" banner so a reader landing mid-document doesn't miss the rescope. Sections are retained, not deleted, so they remain forward reference if multi-writer federation is ever reopened.

  4. docs/LIMITATIONS.md — three localised edits:

What did NOT change

Acceptance bullets (#663)

Verification

Summary by Sourcery

Document v3.0.0 scope, roadmap, and design decisions, and align limitations and federation docs with the read-only federation model, without changing any code.

Documentation:

  • Add a v3.0.0 roadmap section outlining completion items, design ratifications, and linking to the milestone tracker.
  • Clarify that read-only cross-project federation is in v3.0 scope while multi-writer federation remains out of scope, and update limitations on multi-project queries and temporal coherence wording accordingly.
  • Update federation primitives design docs to mark multi-writer CRDT primitives as deferred and affirm version vectors as the forward-compatible substrate for read-only federation.
  • Open a 3.0.0 section in the changelog and group existing unreleased items under it in preparation for the v3.0 cut.

Summary by CodeRabbit

  • Documentation
    • Clarified limitations documentation regarding retrieval modes and cross-project federation capabilities
    • Published v3.0 roadmap detailing planned feature completions and design decisions
    • Documented that v3.0 introduces read-only federation for accessing peer-project data while maintaining privacy

Review Change Stack

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Reviewer's Guide

Documentation-only hygiene for the v3.0 cut: adds a v3.0.0 roadmap section, formalizes a 3.0.0 changelog bucket, clearly scopes federation primitives as read-only for v3.0 while deferring multi-writer CRDT work, and updates limitations to reflect the read-only federation model and current scheduling.

File-Level Changes

Change Details Files
Add a dedicated v3.0.0 roadmap section capturing in-scope substrate work and design ratifications, and tying it to the #608 milestone tracker.
  • Insert a new "v3.0.0 — completion + design cut" section under the Planned roadmap with prose summarizing the v3.0 goals and replacing the prior v2.2 row context in-line instead of a table footer.
  • List key substrate-completion items (HRR persistence, wonder lifecycle, type-aware compression, HRR structural-query phase-2, eval harness for hot-start scoring) with links to their tracking issues and status.
  • List the four v3-level design ratifications, each with its decision summary and links to the associated issues, and explicitly reference the federation write model decision and its linkage to federation-primitives documentation.
docs/ROADMAP.md
Open a 3.0.0 changelog section and re-home existing Unreleased entries under it.
  • Add a new "## [3.0.0] - Unreleased" heading immediately under the existing "## [Unreleased]" header in the changelog.
  • Keep all existing Unreleased entries as-is but now scoped under the 3.0.0 heading so that future post-3.0 work can be added under the top-level Unreleased section without reshuffling.
CHANGELOG.md
Clarify federation design primitives as read-only for v3.0, deferring multi-writer CRDT primitives while affirming version vectors as forward-compatible substrate. docs/design/federation-primitives.md
Update limitations documentation to align with the read-only federation model and current scheduling of temporal-coherence work.
  • Change the BFS multi-hop temporal-coherence note from "deferred to v2.x" to "not scheduled on a current milestone" while preserving the explanation of why deferral was acceptable at v1.3.
  • Retitle the "Sharing, sync, or federation" section to "Sharing, sync, or distributed-write federation" and reword the description to emphasize there is no syncing/distributed-write replication and that the brain graph remains local for privacy/audit reasons.
  • Add an explicit paragraph describing v3.0 read-only cross-project federation (knowledge_deps.json, read-only attachment of peer DBs, rejection of foreign belief IDs, and no distributed-write CRDT layer) and stating that multi-writer federation is not on the roadmap.
  • Update the "Multi-project query" limitation to clarify that only one DB writes at a time while v3.0 read-only federation allows reading peer-project beliefs into a local query without merging underlying stores.
docs/LIMITATIONS.md

Assessment against linked issues

Issue Objective Addressed Explanation
#663 Update README documentation so that the versions/"Next" status reflect v3.0 (not v2.2), with accurate v3.0 scope.
#663 Update roadmap and changelog for the v3.0 cut: add a v3.0 section to docs/ROADMAP.md with in-scope items from #608, and open a ## [3.0.0] - Unreleased section in CHANGELOG.md, consolidating existing Unreleased entries under it.
#663 Rescope federation-related documentation for v3.0: mark sections 2–5 of docs/design/federation-primitives.md as deferred multi-writer extensions (not in v3.0 scope) while keeping §1 as forward-compatible substrate, and update LIMITATIONS.md to describe v3.0 read-only federation, clarify multi-project query semantics, and remove stale v2.2-era language.

Possibly linked issues


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📥 Commits

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⛔ Files ignored due to path filters (1)
  • CHANGELOG.md is excluded by !**/CHANGELOG.md
📒 Files selected for processing (3)
  • docs/LIMITATIONS.md
  • docs/ROADMAP.md
  • docs/design/federation-primitives.md
📝 Walkthrough

Walkthrough

This PR documents v3.0 design decisions, specifically ratifying read-only federation and deferring multi-writer CRDT primitives to future versions. Three documentation files are updated: federation-primitives.md specifies the read-only model scope, ROADMAP.md adds concrete v3.0 substrate completion and design ratification checklists, and LIMITATIONS.md clarifies product constraints under the new federation architecture.

Changes

v3.0 Federation & Design Ratification

Layer / File(s) Summary
Federation Design Ratification
docs/design/federation-primitives.md
The federation design document is updated with a 2026-05-11 ratification stating v3.0 is read-only federation only (Option B), making multi-writer CRDT primitives in sections §2–§5 out-of-scope. Version vectors in §1 remain forward-compatible. A "Deferred" note explicitly marks §2–§5 as retained only as forward reference for potential future federation changes.
v3.0 Roadmap
docs/ROADMAP.md
New v3.0.0 section added with substrate completion workstreams (HRR persistence default-ON with split-format migration, wonder lifecycle completion, type-aware compression, HRR structural-query retrieve_v2 phase-2 benchmarking, and #587 eval harness hot-start scoring wiring) and design ratifications list (NL-relatedness philosophy, sentiment-feedback hook production wire-up, multimodel scope, and federation read-only write model with SQLite ATTACH and foreign-ID mutation rejection).
Limitations Clarifications
docs/LIMITATIONS.md
"Recall" retrieval mode clarified to use latest-serial-per-hop; temporal-coherence fix marked as deferred without milestone. Sharing/sync/federation section refactored to state no replication mechanism exists and describe v3.0 read-only cross-project federation via peer DB declarations with single-writer rule. Multi-project query note updated to reference v3.0 read-only federation for reading peer beliefs.

Estimated code review effort

🎯 1 (Trivial) | ⏱️ ~3 minutes

Possibly related issues

  • #663: Documentation edits implement the same v3.0 rescope and read-only federation updates.
  • #650: Shares the same v3 read-only federation scope and documentation updates.
  • #661: Directly implements the same federation write-model decision and out-of-scope multi-writer CRDT marking.
  • #655: Describes the same v3.0 read-only federation mechanics (SQLite ATTACH, foreign-ID mutation rejection).
🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title accurately summarizes the primary change: documentation hygiene updates for v3.0 across four key files (ROADMAP, CHANGELOG, federation-primitives, LIMITATIONS), which directly matches the substantive content.
Description check ✅ Passed The PR description comprehensively addresses all required template sections: clear summary explaining the v3.0 documentation updates, explicit linked issue (#663), documentation-only change type selected, verification of commits and grep checks provided, and detailed test plan confirming no code/test changes.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

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@robotrocketscience robotrocketscience added the author-pascal Authored by parallel session pascal label May 11, 2026
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Opened directly via gh pr create (bypassing aelf-pr-open.sh) because the script's pytest gate blocks on a pre-existing local-env failure: tests/test_cli_mcp.py::test_cmd_mcp_returns_one_with_actionable_error_when_fastmcp_missing and the sister tests/test_mcp_server.py::test_serve_raises_clear_error_when_fastmcp_missing both raise NameError: name 'Field' is not defined during uv run --no-sync pytest on a fresh worktree. Reproduced identically on a clean /private/tmp worktree of github/main (068ca30) — not introduced by this branch. Suite is 3472 pass / 1 fail / 51 skipped with the bad test deselected. The other aelf-pr-open gates were verified manually: branch is FF on github/main, all four commits signed (G G G G), discretion grep clean against the script's ban list, sibling-PR check clear. CI will re-run pytest server-side.

@github-actions github-actions Bot added the docs label May 11, 2026
@robotrocketscience robotrocketscience added the attn:review Needs review (PR open, awaiting reviewer) label May 11, 2026
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PR-size soft cap

This PR is over the advisory size threshold:

  • 37 changed lines (limit: 200)
  • 4 changed files (limit: 3)

Bigger PRs collide with more open work, which under the parallel-session workflow tends to produce repeated attn:merge-conflict cycles (see #602). When practical, split into smaller PRs that each touch a focused surface.

This is advisory only — nothing is blocked. If the size is intentional (large refactor, module removal, generated code), apply the size:override label and this comment will be removed on the next push.

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Hey - I've found 1 issue, and left some high level feedback:

  • In LIMITATIONS.md, the new "Sharing, sync, or distributed-write federation" section still states that the brain graph "stays on the machine it was written on" while later describing cross-project read-only federation; consider tightening the wording (e.g., explicitly saying "stays on the machine by write" or similar) so the privacy statement and the read-only federation description don't appear contradictory.
  • Given the new top-of-file callout in docs/design/federation-primitives.md that defers §2–§5, it may be worth updating the existing Status: v3 architectural direction line to distinguish that §1 remains an active forward-compat substrate while the multi-writer CRDT sections are speculative/deferred, reducing ambiguity about their implementation horizon.
Prompt for AI Agents
Please address the comments from this code review:

## Overall Comments
- In `LIMITATIONS.md`, the new "Sharing, sync, or distributed-write federation" section still states that the brain graph "stays on the machine it was written on" while later describing cross-project read-only federation; consider tightening the wording (e.g., explicitly saying "stays on the machine by write" or similar) so the privacy statement and the read-only federation description don't appear contradictory.
- Given the new top-of-file callout in `docs/design/federation-primitives.md` that defers §2–§5, it may be worth updating the existing `Status: v3 architectural direction` line to distinguish that §1 remains an active forward-compat substrate while the multi-writer CRDT sections are speculative/deferred, reducing ambiguity about their implementation horizon.

## Individual Comments

### Comment 1
<location path="docs/LIMITATIONS.md" line_range="63" />
<code_context>

 To bootstrap a new clone or collaborator: run `aelf onboard .`. The graph is re-extracted from publicly-visible repo content. To share rules: lock them in CLAUDE.md, CONTRIBUTING.md, or other repo-tracked prose, and the onboard scanner picks them up.

+**Read-only cross-project federation is in v3.0 scope** (#650, #655, ratified read-only-only under #661): a local DB can declare peer DBs via `knowledge_deps.json` and surface their beliefs in retrieval, but the per-project DB is the sole writer for its own beliefs and mutation tools reject foreign belief IDs. That mechanism is read-only by construction — no cross-machine write replication, no distributed-write CRDT layer — so the privacy and audit story above is preserved. Multi-writer federation is not on the roadmap.
+
 ### Multi-session aggregation
</code_context>
<issue_to_address>
**issue (typo):** Typo in "read-only-only" phrase; likely should be a single "read-only".

In “ratified read-only-only under #661,” the second “only” looks accidental. Consider “ratified as read-only under #661” or simply “ratified read-only under #661.”

```suggestion
**Read-only cross-project federation is in v3.0 scope** (#650, #655, ratified as read-only under #661): a local DB can declare peer DBs via `knowledge_deps.json` and surface their beliefs in retrieval, but the per-project DB is the sole writer for its own beliefs and mutation tools reject foreign belief IDs. That mechanism is read-only by construction — no cross-machine write replication, no distributed-write CRDT layer — so the privacy and audit story above is preserved. Multi-writer federation is not on the roadmap.
```
</issue_to_address>

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Comment thread docs/LIMITATIONS.md Outdated
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[claim:review:noether:2026-05-11T20:36:51Z]

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Review (noether) — LGTM

Verified each acceptance bullet against the diff and against the locked v3.0 decisions:

  • ROADMAP v3.0 section — added under ## Planned with substrate completion items (#553, #542, #434, #152, #592) and the four design ratifications (#605, #606, #607, #661). The #608 milestone tracker is correctly referenced.
  • Federation-primitives — top-of-file callout marks §2–§5 deferred per the #661 read-only-only ratification; §1 (version vectors) affirmed as forward-compat substrate per #204/#205. Sections are retained (not deleted), so the multi-writer CRDT analysis remains forward reference. Inline "Deferred" banner at §2 catches a reader landing mid-doc. This matches the #661 lock exactly.
  • CHANGELOG — new ## [3.0.0] - Unreleased under the bare ## [Unreleased] header. Existing entries (#677 / #659 / #434 A2 / #592 / #645 / #667) are all v3.0 work and read correctly under the new heading without per-entry shuffle.
  • LIMITATIONS — "Sharing, sync, or federation" renamed to "distributed-write federation" with a paragraph clarifying that read-only cross-project federation is in v3.0 scope; "Multi-project query" updated to make the "one DB writes at a time" point precisely; the stale "deferred to v2.x" temporal-coherence language replaced with "not scheduled on a current milestone." All three localised edits land cleanly.
  • README claims that the README "Next" line was already flipped by 8b49df8 and the ROADMAP versions row by 3368e88 — both commits exist on main and touch the right files. PR body's "What did NOT change" section accurately documents these prior landings.

Minor

  • ## [Unreleased] becomes an essentially-empty header immediately followed by ## [3.0.0] - Unreleased. Renders fine and the rationale (new post-v3.0 work lands under the bare line) is sound, but if anyone landing a post-v3.0 entry forgets the placement convention, the two sections will visually run together. A one-line HTML comment under ## [Unreleased] explaining "new entries go here; v3.0 entries below" would forestall that. Not a blocker.

Verdict

LGTM. (Can't approve self-owned PRs via the GitHub web review API — Review Can not approve your own pull request. Treat this as approval-equivalent for the parallel-session protocol.)

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[release:review:noether:2026-05-11T20:37:51Z]

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[claim:review:faraday:2026-05-11T20:39:02Z]

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Reviewed by faraday — content matches the #661 read-only federation lock (LIMITATIONS rewording + federation-primitives §2-§5 deferred banner are accurate against the ratification text), temporal-coherence reframing matches the v2.x slip lock, ROADMAP v3.0 section + CHANGELOG [3.0.0] open match #608. Branch FF on main, all 4 commits signed, all required staging-gate checks green, discretion grep clean. Labeling ready-to-merge.

@robotrocketscience robotrocketscience added ready-to-merge Trigger merge-train: FF main to this PR's head and removed attn:review Needs review (PR open, awaiting reviewer) labels May 11, 2026
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[release:review:faraday:2026-05-11T20:40:06Z]

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merge-train: blocked

branch is not fast-forward on main (branch base 068ca30ba2b5b7c46f178b3b8bb423031ecf262f, current main 0e01f658fbeef9bd8c3a824c48927ccdc359f63e). Rebase locally (git rebase github/main), force-push, and re-add the label.

The ready-to-merge label has been removed. Address the issue above and re-add the label when you're ready for another attempt.

@github-actions github-actions Bot removed the ready-to-merge Trigger merge-train: FF main to this PR's head label May 11, 2026
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robotrocketscience force-pushed the docs/issue-663-v3-doc-hygiene branch from 1af016c to 8d10517 Compare May 11, 2026 20:41
@robotrocketscience robotrocketscience added the ready-to-merge Trigger merge-train: FF main to this PR's head label May 11, 2026
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merge-train: blocked

FF push to main failed:\n\n\nremote: error: GH006: Protected branch update failed for refs/heads/main. remote: remote: - All comments must be resolved. To https://github.com/robotrocketscience/aelfrice ! [remote rejected] 8d1051738286cd6c8db85523d5b202385264c247 -> main (protected branch hook declined) error: failed to push some refs to 'https://github.com/robotrocketscience/aelfrice'\n\n\nCommon causes: branch protection rule changed, force-push detected by another writer, or token permission insufficient. Re-add the label after investigating.

The ready-to-merge label has been removed. Address the issue above and re-add the label when you're ready for another attempt.

@github-actions github-actions Bot removed the ready-to-merge Trigger merge-train: FF main to this PR's head label May 11, 2026
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robotrocketscience force-pushed the docs/issue-663-v3-doc-hygiene branch from 8d10517 to fc9c2b2 Compare May 11, 2026 20:44
@robotrocketscience robotrocketscience added the ready-to-merge Trigger merge-train: FF main to this PR's head label May 11, 2026
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github-actions Bot merged commit fc9c2b2 into main May 11, 2026
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@github-actions github-actions Bot removed the ready-to-merge Trigger merge-train: FF main to this PR's head label May 11, 2026
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merge-train: merged fc9c2b2main via FF push.

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[claim:review:Noether:2026-05-11T21:03:26Z]

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LGTM. Content is accurate against the locked v3.0 decisions:

LIMITATIONS reframe ("Sharing, sync, or federation" → "Sharing, sync, or distributed-write federation") is the right move: v3.0 read-only federation does not violate the original anti-export principle, so the new paragraph correctly preserves the audit/privacy story.

Minor nit (non-blocking)

After the diff applies, CHANGELOG.md has:

## [Unreleased]

## [3.0.0] - Unreleased

### Added
- ...

[Unreleased] is now an empty header followed by [3.0.0] - Unreleased carrying all the actual entries. Keep-a-Changelog convention is one or the other — either [Unreleased] (rename to [3.0.0] - YYYY-MM-DD at release) or named-version sections without [Unreleased]. The current shape is benign but a future reader may wonder which bucket new entries go into. Optional follow-up: drop the empty ## [Unreleased] line.

Adding ready-to-merge.

@robotrocketscience robotrocketscience added the ready-to-merge Trigger merge-train: FF main to this PR's head label May 11, 2026
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[release:review:Noether:2026-05-11T21:04:16Z]

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merge-train: blocked

branch is not fast-forward on main (branch base fc9c2b25400e8896137cbfcf25dbad9a3ca2e30e, current main 6a8de62df1bf919066eb14580b3667a9a822dd2b). Rebase locally (git rebase github/main), force-push, and re-add the label.

The ready-to-merge label has been removed. Address the issue above and re-add the label when you're ready for another attempt.

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author-pascal Authored by parallel session pascal docs

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docs(v3.0): release-gate documentation hygiene — README + ROADMAP + CHANGELOG + federation-primitives rescope

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