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ForgeLM Roadmap

Configuration-driven, enterprise-grade LLM fine-tuning platform — built on three principles: reliability before features, enterprise differentiation over feature parity, every capability config-driven and testable.

Status at a glance

Type Phase Status
✅ Done Phase 1-9 SOTA upgrades, evaluation, reliability, enterprise integration, ecosystem, alignment stack, safety, EU AI Act compliance (Articles 9-17 + Annex IV), advanced safety intelligence
✅ Done Phase 10 — Post-Training Completion inference.py, chat, export (GGUF), --fit-check, deploy — shipped v0.4.0
✅ Done Phase 10.5 — Quickstart Layer & Onboarding forgelm quickstart <template>, 5 bundled templates with seed datasets — shipped v0.4.5
✅ Done Phase 11 + 11.5 + 12 + 12.5 — Document Ingestion & Data Curation Pipeline forgelm ingest, forgelm audit, PII regex + simhash dedup, LSH banding, streaming reader, PII severity tiers, wizard ingest+audit, MinHash LSH dedup, markdown splitter, code/secrets scan, quality heuristics, DOCX table preservation, --all-mask, Croissant 1.0, Presidio NER — shipped v0.5.0 (PyPI 2026-04-30)
✅ Done Phase 12.6 — Closure Cycle (37 content phases + 1 release tag = 38 entries across 5 waves) Library API, GDPR purge + reverse-pii, ISO 27001 / SOC 2 alignment, doctor + cache subcommands, compliance verification toolbelt, bilingual mirror sweep + 4 CI guards, supply-chain security, cross-OS release matrix — bundled into v0.5.5 (PyPI 2026-05-10)
✅ Done Phase 22 — CLI wizard parity with the in-browser surface forgelm --wizard runs the same 9-step flow as the web wizard (welcome → use-case → model → strategy → trainer → dataset → training-params → compliance → evaluation), with idempotent re-run via --wizard-start-from <yaml>, schema-driven defaults SOT, distinct EXIT_WIZARD_CANCELLED = 5 exit code, state persistence under $XDG_CACHE_HOME, and validate-on-exit — bundled into v0.5.5 (PyPI 2026-05-10)
✅ Done Site documentation correction sweep All visible YAML / artefact-path / CLI / schema claims on site/*.html now validate against the live forgelm/ surface. Hero YAML demo rewritten with real Pydantic field names, compliance artefact tree redrawn against the on-disk layout, ghost YAML keys + CLI flags removed, wording aligned with live behaviour. Six-language i18n (en / tr / de / fr / es / zh) now at full parity (731 keys each) — bundled into v0.5.5 (PyPI 2026-05-10)
✅ Done Phase 14 — Multi-Stage Pipeline Chains SFT → DPO → GRPO chained config, pipeline provenance artifacts, 7 new pipeline-scoped audit events, forgelm verify-annex-iv --pipeline mode — shipped v0.7.0 (PyPI 2026-05-15; re-scheduled from v0.6.0 after Phase 15 displaced it via the 2026-05-11 ingestion pilot)
📋 Planned Phase 14.5 — Pipeline Hardening Four v0.7.0 review-deferred items: canonical pipeline manifest hash + non-chain-field tamper detection, per-stage training_manifest.json deep-parse validation, webhook pipeline.* event vocabulary documentation, WebhookNotifier._send(**extra) explicit allowlist → v0.7.x patch cycle
✅ Done Phase 15 — Ingestion Pipeline Reliability Wave 1 + Wave 2 + 5 review-absorption rounds: window-based multi-line PDF dedup, Turkish glyph normalisation profile (language-hint-coupled default), language-aware Unicode-block sanity check, ingest-time quality pre-signal, default-on audit --quality-filter, DOCX explicit header/footer subtraction, EPUB spine + whole-token nav/cover skip, TXT UTF-8 BOM + MD YAML frontmatter strip, notebook playground alignment, plus Wave 2 --strip-pattern (ReDoS-guarded), --page-range, front-matter heuristic, --strip-urls, multi-column warning — shipped v0.6.0 (PyPI 2026-05-11)
📋 Planned Phase 13 — Pro CLI & Observability Dashboard License-gated dashboard, HPO, scheduled jobs, team config store → v0.6.0-pro (gated on adoption + ISO/SOC 2 baseline shipped in v0.5.5)

Status legend: ✅ Released (PyPI) · 🟡 Merged on main, publish pending · 🚧 In review (PR open) · 📋 / ⏳ Planned

Released: v0.7.0 — "Phase 14 Multi-Stage Pipeline Chains" — PyPI 2026-05-15. Chains 2+ training stages (SFT → DPO → GRPO etc.) into one config-driven run with auto-chained model paths, per-stage gates, crash-safe resume, and a chain-level Annex IV manifest. Also lands a critical DNS-rebinding TOCTOU SSRF hardening (issue #14). See completed-phases.md.

Previously released: v0.5.0 — "Document Ingestion + Data Curation Pipeline" — PyPI 2026-04-30 (Phases 11 + 11.5 + 12 + 12.5 consolidated).

  • Phase 11forgelm ingest (PDF / DOCX / EPUB / TXT / Markdown → SFT-ready JSONL) + forgelm audit (length / language / near-duplicate / cross-split leakage / PII regex with Luhn + TC Kimlik validators) + EU AI Act Article 10 governance integration.
  • Phase 11.5 — operational polish: LSH-banded near-duplicate detection, streaming JSONL reader, token-aware --chunk-tokens, PDF page-level header/footer dedup, forgelm audit subcommand, PII severity tiers, atomic audit writes, wizard "ingest first" entry point.
  • Phase 12 — data curation maturity: MinHash LSH dedup option (--dedup-method minhash, [ingestion-scale] extra), markdown-aware splitter (--strategy markdown), code/secrets leakage tagger (--secrets-mask, secrets_summary always-on), heuristic quality filter (--quality-filter), DOCX/Markdown table preservation.
  • Phase 12.5 — small additive polish: --all-mask shorthand for combined PII + secrets scrubbing, forgelm audit --croissant emits a Google Croissant 1.0 dataset card, optional Presidio ML-NER PII adapter (--pii-ml, [ingestion-pii-ml] extra), wizard "audit first" entry point.

Originally planned as four sequential PyPI tags (v0.5.0 / v0.5.1 / v0.5.2 / v0.5.3), consolidated into one comprehensive v0.5.0 release because the four phases form one coherent surface (ingest → polish → mature → polish) hard to use in parts.

Latest release on PyPI: v0.7.0 — "Phase 14 Multi-Stage Pipeline Chains" (2026-05-15). One YAML, one CLI invocation, one Annex IV manifest covering SFT → DPO → GRPO (or any sequence of supported trainers): auto-chained model paths, per-stage gates (auto-revert / human-approval / safety), crash-safe state, and 7 new pipeline-scoped audit events all sharing a single top-level run_id. Also lands a critical SSRF DNS-rebinding TOCTOU hardening (issue #14). Single-stage configs (no pipeline: block) reach forgelm/trainer.py byte-identical to v0.6.0. See completed-phases.md#phase-14-multi-stage-pipeline-chains-v070.

Previous release: v0.6.0 — "Phase 15 Ingestion Pipeline Reliability" (2026-05-11). Closes the silent-failure gap exposed by the 2026-05-11 pilot across PDF / DOCX / EPUB / TXT / Markdown ingestion plus the playground notebook — Wave 1 + Wave 2 + 5 review-absorption rounds in one release. See completed-phases.md for the full list of ingest-time guards (window-based PDF dedup, Turkish glyph normalisation profile, language-aware Unicode-block sanity check, ingest-time quality pre-signal, default-on audit --quality-filter, DOCX explicit header/footer subtraction, EPUB spine + whole-token nav/cover skip, TXT UTF-8 BOM + MD YAML frontmatter strip, notebook playground alignment, Wave 2 --strip-pattern (ReDoS-guarded) + --page-range + front-matter heuristic + --strip-urls + multi-column warning).

Earlier: v0.5.0 — Document Ingestion + Data Curation Pipeline (2026-04-30); v0.4.5 — Quickstart Layer (2026-04-26); v0.4.0 — Post-Training Completion (2026-04-26).

Current state: 21 phases (1, 2, 2.5, 3, 4, 5, 5.5, 6, 7, 8, 9, 10, 10.5, 11, 11.5, 12, 12.5, 12.6, 14, 15, 22) shipped on PyPI through v0.7.0. Phase 13 ships separately as v0.6.0-pro once adoption gates are met.

Phase 12.6 task / sub-task dual-axis note: Phase 12.6 is itself a 38-task closure cycle (Tasks 1-38) tracked at roadmap/completed-phases.md; per-wave PR descriptions carry the closure-task delta.

Quick summary of what's planned

Note: Arrows depict shipping order, not phase numbers (Phase 15 shipped in v0.6.0; Phase 14 shipped in v0.7.0 after Phase 15 displaced it; Phase 13 ships later under the Pro tier).

graph LR
    P10[Phase 10<br/>Post-Training<br/>Completion] --> P105[Phase 10.5<br/>Quickstart<br/>Layer]
    P10 --> P11[Phase 11<br/>Data<br/>Ingestion]
    P105 --> P11
    P11 --> P115[Phase 11.5<br/>Ingestion<br/>Polish]
    P115 --> P12[Phase 12<br/>Data Curation<br/>Maturity]
    P12 --> P125[Phase 12.5<br/>Data Curation<br/>Follow-up]
    P125 --> P126[Phase 12.6<br/>Closure<br/>Cycle]
    P126 --> P15[Phase 15<br/>Ingestion<br/>Reliability]
    P15 --> P14[Phase 14<br/>Pipeline<br/>Chains]
    P14 --> P145[Phase 14.5<br/>Pipeline<br/>Hardening]
    P14 --> P13[Phase 13<br/>Pro CLI<br/>+ Dashboard]
    P15 --> P13

    P10 -.-> V1[v0.4.0]
    P105 -.-> V15[v0.4.5]
    P11 -.-> V2[v0.5.0 ✅ Released]
    P115 -.-> V2
    P12 -.-> V2
    P125 -.-> V2
    P126 -.-> V25[v0.5.5]
    P15 -.-> V23[v0.6.0 ✅ Released]
    P14 -.-> V27[v0.7.0 ✅ Released]
    P145 -.-> V275[v0.7.x]
    P13 -.-> V3[v0.6.0-pro]

    style P10 fill:#003300,stroke:#00ff88
    style P105 fill:#003300,stroke:#00ff88
    style P11 fill:#004400,stroke:#88ff88
    style P115 fill:#004400,stroke:#88ff88
    style P12 fill:#004400,stroke:#88ff88
    style P125 fill:#004400,stroke:#88ff88
    style P15 fill:#004400,stroke:#88ff88
    style P14 fill:#002244,stroke:#00aaff
    style P13 fill:#442200,stroke:#ffaa00
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Guiding principles

  1. Reliability before features. Every new capability ships with tests, docs, and CI coverage.
  2. Enterprise differentiation over feature parity. ForgeLM's edge is safety + compliance, not feature count. Don't compete on features already owned by Unsloth (speed), LLaMA-Factory (GUI), or Axolotl (sequence parallelism).
  3. Config-driven, testable, optional. Every new capability is a YAML flag. No global state, no magic, no mandatory integrations.
  4. Kill criteria over hype criteria. Every phase has a measurable quarterly gate. Missed gates = rethink, not push harder.

Documentation map

docs/
├── roadmap.md                                  # This file — short index
├── roadmap-tr.md                               # Turkish mirror
└── roadmap/
    ├── completed-phases.md                     # Phase 1-12.6 archive (detailed) — Phase 10 / 10.5 / 11 / 11.5 / 12 / 12.5 / 12.6 absorbed inline (each shipped as v0.4.0 / v0.4.5 / v0.5.0 / v0.5.5)
    ├── phase-13-pro-cli.md                     # Planned — v0.6.0-pro (gated)
    ├── phase-14-5-pipeline-hardening.md        # Planned — v0.7.x patch cycle (4 review-deferred items from Phase 14)
    ├── releases.md                             # v0.3.0 → v0.7.0 release notes
    └── risks-and-decisions.md                  # Risk matrix, opportunities, competitive positioning, decision log

How this roadmap is maintained

  • Weekly — Progress check against active phase's tasks.
  • Monthly — Decision log update if scope changes (roadmap/risks-and-decisions.md).
  • Quarterly — Full review: close completed phases, re-prioritize planned phases, update competitive analysis. Each phase gate has explicit kill criteria: if the gate is missed, the phase is rethought — not just delayed.
  • Annually — Archive completed phases to completed-phases.md, retire outdated planning files.

Related documents


For individual phase details: Follow the links in the status table above. For the big picture: Start with Product Strategy → pick a phase → read its dedicated file.