waggle-os/docs/plans/PDF-AUDIT-2026-04-20.md

PDF Triage Audit — 2026-04-20 (M-33..48 status close-out)

Scope: Verify each item in PDF-E2E-ISSUES-2026-04-17.md against current code as of bf18e16 (head of main). The 2026-04-19 plan estimated M-33..48 at ~5 d "audit first, many likely shipped in S2/S3/S4." This audit confirms that estimate was conservative — most items have shipped under M-XX commit numbers since S2.

Method

For each P-item still marked 🟠 deferred or 🟡 partial in the source PDF doc:

1. git log --since="2026-04-17" for commits referencing the area
2. Grep current source files for the relevant component/handler
3. Cross-reference recent session handoffs (S2 / S3 / S4 / S1)
4. Classify: ✅ shipped / 🟡 needs verification / 🟠 still open / 🔴 blocked

Findings — full P-item disposition

#	Item (one-liner)	Prior	Audit verdict	Evidence
P1	Opens as General Purpose — should be Researcher	🟡	🟡 wired, needs LIVE test	OnboardingWizard.tsx:134 maps template → persona; handleFinish:275 saves persona: selectedPersona; useWindowManager.ts:230 reads ws?.persona; ChatWindowInstance.tsx:87 falls back to 'general-purpose' if initialPersona undefined. Chain is correct in code; bug is either server-side persona save OR first-window-before-workspace-load timing
P2	Chat input too small	✅	✅ shipped (S2 batch 1c6d9f2)	confirmed at PDF source
P3	Tier-gated menu items	✅	✅ shipped (S2 batch)	confirmed
P4	Mutation Gates / 3-level approval	🟠	✅ shipped S1 07cbf25 + 575f2c9	defaultAutonomy enum + radio + new-window inheritance
P5	Advanced Settings actionable	✅	✅ shipped (S2 batch)	confirmed
P6	Room — verify 2 parallel agents	🟠	✅ shipped (S4 verification)	per S4 handoff "PDF picks shipped (P14/P15/P6/P10)"
P7a	// slash commands	✅	✅ shipped (S2 batch)	confirmed
P7b	"No tools assigned"	✅	✅ shipped (S2 batch)	confirmed
P8	Agents vs Personas naming	🟡	✅ shipped — addressed by M-01	a8b6548 PersonaSwitcher two-tier + 02c029d rich tooltip — the redesign disambiguates personas as "modes" vs "specialists", removing the naming ambiguity
P9	AI-generate agent → Stripe link broken	🔴	🔴 blocked (Stripe products)	external — Marko's Stripe dashboard work; see [M]-01
P10	Bee-style persona icons (light + dark)	🟠	✅ shipped (S4 PDF picks)	per S4 handoff
P11	Group members shows only 3	✅	✅ shipped (S2 batch)	confirmed
P12	Workspace template Blank twice	✅	✅ shipped (S2 batch)	confirmed
P13	Group filter Projects/Research	✅	✅ shipped (S2 batch)	confirmed
P14	Virtual path truncated + Local D-drive only	🟠	✅ shipped S4 (option 1: home on C: + D:)	per PDF-DEFERRED-DECISIONS pick + S4 handoff
P15	Create Template modal overlap	🟠	✅ shipped S4 (option 2 / viewport check)	per S4 handoff
P16	Files app only Virtual storage	🟠	✅ shipped S1 516090c	3-tab <FilesAppTabs>
P17	Tooltips missing app-wide	🟠	✅ shipped S1 (P17.1..5, ~80 sites)	bf18e16 is the last commit; zero title="" remain in components/os/
P18	Waggle Dance signals	🟠	✅ shipped — M-41 9faaf78	"Waggle Dance deterministic signal ordering"
P19	Cockpit System Health "Ok" red	✅	✅ shipped (S2 batch)	confirmed
P20	AI Act warning explanation	✅	✅ shipped (S2 batch)	confirmed
P21	Timeline always empty	🟠	✅ shipped — M-42 0b49a42	"align Timeline vocabulary with server AuditEventType"
P22	Telemetry "Upgrade to unlock"	✅	✅ shipped (S2 batch)	confirmed
P23	Backup & Restore doubled	✅	✅ shipped (S2 batch)	confirmed
P24	Events Replay unclear	✅	✅ shipped (S2 batch)	confirmed
P25	Scheduled Jobs toggle stays off	🟠	✅ shipped — M-43 (per code comment)	ScheduledJobsApp.tsx:106-114 explicit "M-43 / P25" comment — server auto-enables on trigger; client syncs from response
P26	New scheduled job creation unclear	🟠	✅ shipped — improved UX	ScheduledJobsApp uses CRON_SCHEDULE_PRESETS + CRON_JOB_TYPES + describeCronExpr (plain-English schedule summary) — far clearer than raw cron
P27	Skills & Apps Installed/Starter overlap	✅	✅ shipped (S2 batch)	confirmed
P28	Marketplace empty — sync from DB	🟠	✅ shipped — ac586f7 "fix(marketplace): correct monorepo seed path resolution"	combined with C4 dedupe (S1 b8dab3d)
P29	Skills & Apps cards not clickable	🟠	✅ shipped — detail pane wired	CapabilitiesApp.tsx:160 onClick={() => setSelectedPack(pack)} opens overlay detail card at line 218+
P30	MCP install flow unclear	🟠	✅ shipped (S3 PDF picks)	per S3 handoff "P30 MCP install clarity"
P31	Second Marketplace dock	✅	✅ shipped (S2 batch)	confirmed
P32	Team Governance on Free	✅	✅ shipped (S2 batch)	confirmed
P33	"API Keys" vs "Vault" naming	✅	✅ shipped (S2 batch)	confirmed
P34	Approvals → Ops or delete	🟠	✅ shipped (S3) — Approvals → Teams-tier	per S3 handoff
P35	Spawn Agent "no models available"	🟠	✅ shipped — 8782cab Phase A/B polish	SpawnAgentDialog.tsx:263-277 has actionable empty state: "Keys configured but no models returned — the LiteLLM proxy may not be running."
P36	Dock spawn-agent click does nothing	🟠	✅ shipped — fully wired	Dock.tsx:152 onClick={onSpawnAgent} ← Desktop.tsx:398 onSpawnAgent={() => ov.setShowSpawnAgent(true)}
P37	Ctrl-K search hidden	✅	✅ shipped (S2 batch)	confirmed
P38	Status bar WiFi badge / 24h	✅	✅ shipped (S2 batch)	confirmed
P39	Status bar left static	🟡	✅ shipped — M-47 bb9cae5	"dynamic focused-window label in status bar"
P40	Light mode boot logo / animation	🟠	✅ shipped — cbe8924 H-04..06 + 8782cab theme-aware logo	BootScreen.tsx:27-28 useIsLightTheme + waggleLogoLight / waggleLogoDark, full animation set still present
P41	Light mode "Waggle AI" text styling	🟠	✅ shipped — H-04..06 polish close	text uses text-foreground (theme-aware token); font-display font-bold consistent across modes

Summary

Status	Count	Items
✅ shipped	38	P2-P8, P10-P34, P35-P41 (all but P1 + P9)
🟡 wired but needs LIVE test	1	P1 — onboarding persona → first chat window
🔴 blocked external	1	P9 — Stripe products (Marko, post-benchmarks)
🟠 still open	0	—

M-33..48 effective effort: ~0 engineering hours of new build. ~1-2 hours for P1 Playwright E2E test (or live binary smoke). All other items are already on main under M-XX commits since S2.

Recommendation

1. P1 verification only — write a Playwright test that:

   • Onboards with researcher-tools template (auto-selects researcher persona)
   • Lands on Ready step → completes
   • Verifies the first chat window opens with currentPersona === 'researcher'
   • If green: close P1 ✅. If red: 1-2 hr fix in handleFinish or ChatWindowInstance fallback.

2. Skip remaining "exec" of M-33..48 — there's nothing to execute.

3. Move directly to #2 M-07..10 Harvest UX polish — this was the next item in Marko's S2 sequence. ~2-3 d of genuine functional work.

Why the gap: PDF triage doc rot

The PDF source doc (PDF-E2E-ISSUES-2026-04-17.md) was last edited 2026-04-17, the day of the S2 sweep that closed 20 of 41 items. Every commit since has been numbered under the M-XX scheme (the "milestone backlog" at BACKLOG-MASTER-2026-04-18.md), so the cross-references back to the original P-numbers were buried in commit messages but never re-landed in the PDF status table. The 16 items presumed open under "M-33..48 = remaining PDF" were actually shipped one-by-one as M-41/M-42/M-43/M-47 etc.

Lesson for future planning surfaces: When work splits across multiple backlog files (PDF triage + M-XX milestone + L-XX latency), the source should hold canonical status; commits should be tagged with both numbering schemes (M-41 · P18 is the right pattern, used in some commits but not all).

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Author: Claude (audit per Marko's S2 directive — sequence M-33..48 first)