docs: add Kanboard Portfolio plugin URL to orchestration documentation

geekmuse · geekmuse · commit bc3ad174b7ee · 2026-03-22T22:17:58.000-04:00
Resolves the PORTFOLIO_PLUGIN_URL blocker from Task 62 (US-014). Plugin URL: https://github.com/geekmuse/kanboard-plugin-portfolio-management - README.md: add server-side visualization section with plugin link - docs/sdk-guide.md: add plugin note in orchestration overview and replace Phase 1 placeholder reference with real link - docs/design/cross-project-orchestration.md: replace /tmp/ spec reference and bare repo name with real linked URL in section 3.3 and component table
diff --git a/README.md b/README.md
@@ -95,6 +95,12 @@ with KanboardClient(url=URL, token=TOKEN) as kb:
     critical = analyzer.get_critical_path(tasks)
 ```
 
+### Server-side visualization (optional)
+
+For in-browser Kanboard UI features — including interactive dependency graphs, multi-project Gantt timelines, portfolio dashboards, and board-level blocking indicators — see the companion **[Kanboard Portfolio plugin](https://github.com/geekmuse/kanboard-plugin-portfolio-management)**.
+
+The CLI's `portfolio` and `milestone` commands work independently of the plugin, but the plugin provides the visual layer within Kanboard's web interface.
+
 See **[docs/sdk-guide.md#cross-project-orchestration](docs/sdk-guide.md#cross-project-orchestration)** and **[docs/cli-reference.md#portfolio](docs/cli-reference.md#portfolio)** for full reference documentation.
 
 ## Prerequisites
diff --git a/docs/design/cross-project-orchestration.md b/docs/design/cross-project-orchestration.md
@@ -286,7 +286,7 @@ The solution is split across two projects:
 
 | Layer | Project | Language | Responsibility |
 |-------|---------|----------|----------------|
-| **Server-side plugin** | `kanboard-plugin-portfolio` (separate repo) | PHP | Database tables, JSON-RPC API endpoints, Kanboard UI views (dashboards, graphs, board indicators), event listeners, automatic actions |
+| **Server-side plugin** | [`kanboard-plugin-portfolio-management`](https://github.com/geekmuse/kanboard-plugin-portfolio-management) | PHP | Database tables, JSON-RPC API endpoints, Kanboard UI views (dashboards, graphs, board indicators), event listeners, automatic actions |
 | **CLI/SDK client** | `kanboard-cli` (this repo) | Python | CLI-side orchestration (Phase 0 — no plugin), typed SDK resource modules for the plugin API (Phase 1+), CLI commands for portfolio/milestone/dependency workflows |
 
 **Key principle:** The CLI provides cross-project orchestration value **independently** of the plugin (Phase 0), and gains additional capabilities when the plugin is installed (Phase 1+). The plugin is an external dependency, not something built or maintained within this project.
@@ -348,9 +348,7 @@ A product company managing multiple software products and a marketing/site proje
 
 The Kanboard Portfolio plugin is a **separate PHP project** maintained in its own repository. It is not built, tested, or shipped as part of `kanboard-cli`.
 
-> **Plugin specification:** See `/tmp/kanboard-portfolio-plugin-spec.md` for the complete
-> implementation specification (2,400+ lines covering data model, all 28 API endpoints,
-> controllers, templates, events, security, and testing strategy).
+> **Plugin repository:** [https://github.com/geekmuse/kanboard-plugin-portfolio-management](https://github.com/geekmuse/kanboard-plugin-portfolio-management)
 
 #### What the Plugin Provides
 
@@ -368,8 +366,8 @@ The Kanboard Portfolio plugin is a **separate PHP project** maintained in its ow
 
 | Concern | Who Owns It |
 |---------|------------|
-| Plugin PHP code, schema, templates, JS assets | `kanboard-plugin-portfolio` repo |
-| Plugin installation, packaging, Kanboard directory listing | `kanboard-plugin-portfolio` repo |
+| Plugin PHP code, schema, templates, JS assets | [`kanboard-plugin-portfolio-management`](https://github.com/geekmuse/kanboard-plugin-portfolio-management) |
+| Plugin installation, packaging, Kanboard directory listing | [`kanboard-plugin-portfolio-management`](https://github.com/geekmuse/kanboard-plugin-portfolio-management) |
 | Python SDK resource modules that call the plugin's API | **This project** (`kanboard-cli`) |
 | CLI commands that wrap the plugin's API | **This project** (`kanboard-cli`) |
 | CLI-only orchestration (Phase 0, no plugin) | **This project** (`kanboard-cli`) |
diff --git a/docs/sdk-guide.md b/docs/sdk-guide.md
@@ -904,6 +904,8 @@ The `kanboard.orchestration` subpackage provides portfolio management, cross-pro
 
 **The orchestration classes are opt-in and not wired into `KanboardClient`.** Callers instantiate them separately, passing a `KanboardClient` as a constructor argument.
 
+> **Note:** The orchestration classes work with any standard Kanboard instance — no server-side plugin is required for core functionality. For additional server-side features (UI dashboards, interactive dependency graphs, Gantt timelines, and board-level blocking indicators), see the [Kanboard Portfolio plugin](https://github.com/geekmuse/kanboard-plugin-portfolio-management).
+
 ```python
 from kanboard import KanboardClient
 from kanboard.orchestration import (
@@ -993,7 +995,7 @@ store.remove_milestone("Platform Launch", "Beta Release")
 
 ### PortfolioManager
 
-`PortfolioManager` aggregates task data across multiple projects and computes milestone progress. It makes N+1 API calls by design (one per project/task) — acceptable for Phase 0; a server-side plugin will solve this in Phase 1.
+`PortfolioManager` aggregates task data across multiple projects and computes milestone progress. It makes N+1 API calls by design (one per project/task) — acceptable for Phase 0; the [Kanboard Portfolio plugin](https://github.com/geekmuse/kanboard-plugin-portfolio-management) will solve this at scale in Phase 1.
 
 ```python
 from kanboard import KanboardClient
