Remaining Backlog — 2026-04-16 Post-Mega-Session
State: 348/348 tests, 5338/5338 pass, tsc clean, all code review findings resolved.
Head: 8b84f8d on main, 55 commits since Apr 15.
DONE (this session + prior)
| Phase |
Item |
Status |
| Phase 0 |
All code review criticals (22 commits) |
DONE |
| Phase 0 |
All code review majors (7 remaining → fixed) |
DONE |
| Phase 0 |
All code review minors (60+ items) |
DONE |
| Phase 0 |
All code review LOW findings |
DONE |
| Phase 0 |
Persona denylist + isReadOnly enforcement |
DONE |
| Phase 0 |
Dead/duplicate code cleanup |
DONE |
| Phase 0 |
Repo restructuring (.workspace/) |
DONE |
| Phase 0 |
Landing page update (tiers, crown jewels) |
DONE |
| Phase 0 |
UX assessment document |
DONE |
| Phase 0 |
Harvest UX polish (privacy headline, dedup summary) |
DONE |
| Phase 0 |
Wiki markdown export |
DONE |
| Phase 0 |
AI Act compliance proof document |
DONE |
| Phase 0 |
8 interactive system visuals |
DONE |
| Phase 0 |
Strategic launch sequence visual |
DONE |
| Phase 0 |
3 test plan documents (docx) |
DONE |
| Phase 0 |
hive-mind OSS repo scaffold |
DONE |
| Prior |
Self-evolution Phases 1-9 (357 tests) |
DONE |
| Prior |
Skills 2.0 (all 10 gaps) |
DONE |
| Prior |
7 research reports |
DONE |
| Prior |
Harvest export manual |
DONE |
REMAINING — Execution Sequence
Block 1: Marko's External Actions (parallel, start NOW)
| # |
Action |
Blocks |
Time |
| M1 |
Export ChatGPT conversations |
Phase 1 harvest |
5 min |
| M2 |
Export Claude conversations (claude.ai) |
Phase 1 harvest |
5 min |
| M3 |
Export Gemini (Google Takeout) |
Phase 1 harvest |
10 min |
| M4 |
Export Perplexity threads |
Phase 1 harvest |
5 min |
| M5 |
Top up API credits (Anthropic, OpenAI, Google) |
Phase 4+5 judging |
15 min |
| M6 |
Confirm judge models (Opus 4.6, GPT-5.4, Gemini 2.5 Pro, Haiku 4.5) |
Phase 5 |
Decision |
| M7 |
Create Stripe products (Pro $19, Teams $49/seat) |
Phase 7 launch |
1 hour |
| M8 |
Buy Windows EV code signing cert ($300-500/yr) |
Phase 7 launch |
1-3 days |
| M9 |
Contact ML peer reviewer for papers |
Phase 6 |
1 day |
| M10 |
Greenlight launch date |
Everything |
Decision |
Block 1b: E2E Test Fix Sprint (do FIRST next session)
| # |
Task |
Status |
| E2E-1 |
Delete stale .mind test data so server creates fresh DBs with full schema (ai_interactions table) |
TODO |
| E2E-2 |
Fix 23 failing E2E tests: schema migration (compliance tables) + UI selector drift |
TODO |
| E2E-3 |
Verify all E2E specs use canonical tier names (FREE/PRO/TEAMS/ENTERPRISE) — 5 files fixed, check remaining |
DONE (5 files fixed in 5ccb96e) |
| E2E-4 |
Run full E2E suite → 101/101 green |
TODO |
| GATE |
All E2E pass before any new feature work |
|
Block 2: Phase 1 — Harvest Marko's Real Data (~3 days, ~$50)
| # |
Task |
Depends on |
| 1.1 |
Import ChatGPT conversations → harvest |
M1 |
| 1.2 |
Import Claude conversations → harvest |
M2 |
| 1.3 |
Re-harvest Claude Code (fresh, all sessions/projects) |
— |
| 1.4 |
Import Gemini conversations → harvest |
M3 |
| 1.5 |
Import Perplexity threads → harvest |
M4 |
| 1.6 |
BUILD Cursor adapter (~0.5-1 day) → harvest |
— |
| 1.7 |
Post-harvest cognify on all imported frames |
1.1-1.6 |
| 1.8 |
Identity auto-populate from harvest |
1.7 |
| 1.9 |
Wiki compile from real data |
1.7 |
| GATE |
10K-50K frames, dedup verified, KG populated |
|
Block 3: Phase 2 — Wiki Compiler v2 (~1 week)
| # |
Task |
Status |
| 2.1 |
Markdown export |
DONE (exportToMarkdown + exportToDirectory) |
| 2.2 |
Incremental recompilation after harvest batch |
Engine supports it (watermarks exist) |
| 2.3 |
Obsidian vault adapter |
TODO |
| 2.4 |
Notion structured export adapter |
TODO |
| 2.5 |
Wiki health report dashboard UI |
TODO (types exist, UI missing) |
Block 3b: Compliance Report UX + Template System (~3-4 days)
| # |
Task |
Status |
| 3b.1 |
PDF generation route: POST /api/compliance/export-pdf → pdfmake → buffer → download |
TODO — buildComplianceDocDefinition exists, needs pdfmake render + route |
| 3b.2 |
Template system: report templates stored as JSON (sections, logo, branding, footer text) |
TODO — currently hardcoded in compliance-pdf.ts |
| 3b.3 |
Full-page ComplianceReport viewer (not just dashboard card) — date range picker, section toggles, PDF download button |
TODO — ComplianceDashboard is a 324-line card, needs standalone page |
| 3b.4 |
Custom branding: company logo upload, org name, risk classification override |
TODO — template field |
| 3b.5 |
KVARK template: enterprise-grade report with IAM audit section, data residency proof, department breakdown |
TODO — KVARK-specific template variant |
Why template-based: Different orgs need different branding, different sections emphasized, different compliance frameworks (AI Act vs SOC 2 vs ISO 27001). A template system lets the same engine produce tailored reports for each context — critical for the KVARK enterprise pitch.
Block 4: Phase 3 — Harvest UX Full Polish (~1 week)
| # |
Task |
Status |
| 3.1 |
Privacy headline |
DONE |
| 3.2 |
Dedup summary |
DONE |
| 3.3 |
Live progress streaming (SSE from pipeline) |
TODO — needs server-side SSE events during harvest |
| 3.4 |
Resumable harvests (checkpoint every 100 frames) |
TODO — needs pipeline checkpoint logic |
| 3.5 |
Identity auto-populate screen |
TODO — needs UI showing "here's what I learned about you" |
| 3.6 |
Harvest-first onboarding tile UI |
TODO — "Where does your AI life live?" |
Block 5: Phase 4 — Memory Proof Test (~10 days, ~$300-500)
Per docs/test-plans/MEMORY-HARVEST-TEST-PLAN.docx:
| Step |
What |
Budget |
| 4.1 |
Harvest all platforms (uses Block 2 data) |
~$50 |
| 4.2 |
Retrieval benchmarks (precision@k, MRR, recall) |
~$100 |
| 4.3 |
Baseline comparisons (mem0, Letta, raw) |
~$100 |
| 4.4 |
Performance benchmarks (latency at scale) |
~$20 |
| 4.5 |
Write-path correctness (dedup, contradiction, KG) |
~$20 |
| 4.6 |
Wiki quality eval (LLM-judged) |
~$50 |
| 4.7 |
Compliance completeness check |
$0 |
| GATE |
Numbers defend Paper 1 claims |
|
Block 6: Phase 5 — GEPA Full-System Proof (~15-21 days, ~$1,500-2,500)
Per docs/test-plans/GEPA-EVOLUTION-TEST-PLAN.docx:
| Step |
What |
Budget |
| 5.1 |
Task suite curation (500-1000 tasks, 5 domains) |
$0 |
| 5.2 |
Baseline runs (Opus + GPT-5 + Gemma raw) |
~$300 |
| 5.3 |
Multi-gen evolution (gen 1→2→3) |
~$500 |
| 5.4 |
Ablation runs (8 arms) |
~$400 |
| 5.5 |
4-judge evaluation |
~$800 |
| 5.6 |
Statistical analysis |
$0 |
| GATE |
Results publishable (positive or negative) |
|
Block 7: Phase 5b — Combined Effect Proof (~5-7 days, ~$500)
Per docs/test-plans/COMBINED-EFFECT-TEST-PLAN.docx:
| Step |
What |
Depends on |
| 7.1 |
200-task synergy test (6 arms) |
Phase 4 + Phase 5 |
| 7.2 |
Synergy score calculation |
7.1 |
| 7.3 |
10-task flywheel demonstration |
7.1 |
| GATE |
Synergy score > 0 (p < 0.05) |
|
Block 8: Phase 6 — Write Papers (~1 week)
| # |
Task |
Depends on |
| 8.1 |
Paper 1 (Memory): fill Phase 4 data into concept skeleton |
Phase 4 gate |
| 8.2 |
Paper 2 (GEPA/Evolution): fill Phase 5+7 data into concept skeleton |
Phase 5+7 gates |
| 8.3 |
External ML peer review |
M9 |
| 8.4 |
Publish to arXiv + waggle-os.ai/research/ |
8.3 |
Block 9: Phase 7 — Launch Prep (~1 week)
| # |
Task |
Depends on |
| 9.1 |
Stripe dashboard setup + smoke test |
M7 |
| 9.2 |
Code signing cert + updater keypair |
M8 |
| 9.3 |
hive-mind source extraction (Apache 2.0 boundary cut) |
Scaffold DONE, extraction TODO |
| 9.4 |
Binary build + smoke test on clean Windows VM |
9.2 |
| 9.5 |
Clerk auth integration (after Stripe is live) |
9.1 |
| 9.6 |
Onboarding flow finalized (harvest-first) |
Block 4 |
| 9.7 |
Mac notarization |
M8 equivalent |
| 9.8 |
Landing page final polish (Clerk login button, download links) |
9.5 |
| GATE |
All 3 launch artifacts ready simultaneously |
|
Block 10: Launch Day
Simultaneous release:
- Waggle OS free app (signed binary + auto-updater)
- hive-mind OSS repo (Apache 2.0 — memory + harvest + wiki)
- Two research notes (arXiv preprints)
- LinkedIn 3-post sequence
- Pro + Teams tiers active from day one
Block 3c: UX Fixes from Assessment (~3-5 days)
From docs/UX-ASSESSMENT-2026-04-16.md — 10 ranked issues + 5 quick wins + engagement features.
Quick wins (< 1 hour each, do first):
| # |
Fix |
Effort |
| QW-1 |
Auto-open chat window after onboarding (verify wm.openChatForWorkspace fires) |
15 min |
| QW-2 |
Add text labels to Memory app feature tabs (Timeline/Graph/Harvest/Weaver/Wiki/Evolution) |
30 min |
| QW-3 |
Skip boot screen on return visits (localStorage flag) |
15 min |
| QW-4 |
Add "Back" button to onboarding wizard (steps 2-6) |
20 min |
| QW-5 |
Rename dock tiers (Simple→Essential, Professional→Standard, Full Control→Everything) + clarify vs billing |
15 min |
Medium fixes (1-4 hours each):
| # |
Fix |
Effort |
| UX-1 |
Reduce onboarding decisions: default to Blank template + General Purpose persona, skip to Ready |
2 hr |
| UX-3 |
Memory app: replace 6 unlabeled icons with labeled tab bar |
1 hr |
| UX-4 |
Dock: show text labels for first 7 days / first 20 sessions |
2 hr |
| UX-5 |
Status bar: hide token count + cost behind developer mode toggle |
1 hr |
| UX-6 |
Chat header: collapse secondary controls into overflow menu |
2 hr |
| UX-7 |
Onboarding tier step: clarify dock tier ≠ billing tier |
30 min |
Engagement features (half-day each):
| # |
Feature |
Effort |
| ENG-1 |
"I just remembered" toast after 5th message — surfaces memory aha moment |
4 hr |
| ENG-2 |
WorkspaceBriefing as collapsible sidebar (not just empty-state) |
4 hr |
| ENG-3 |
Progressive dock unlock nudge at 10/50 sessions |
2 hr |
| ENG-4 |
LoginBriefing on every launch (reset per-session, "don't show again" option) |
2 hr |
| ENG-5 |
Harvest-first onboarding: move import pitch to step 2 |
3 hr |
| ENG-6 |
Memory Score / Brain Health metric in dashboard + status bar |
4 hr |
| ENG-7 |
Suggested next actions after assistant response (2-3 contextual buttons) |
4 hr |
Accessibility fixes (from appendix):
| # |
Fix |
WCAG |
| A11Y-1 |
Boot screen: announce skip for screen readers |
2.1.1 |
| A11Y-2 |
Dock: increase touch targets to 44x44px |
2.5.8 |
| A11Y-3 |
Window title bar: add icons to min/max buttons (not color-only) |
1.4.1 |
| A11Y-4 |
PersonaSwitcher: add aria-disabled to locked cards |
4.1.2 |
| A11Y-5 |
Settings: add role="switch" + aria-checked to toggles |
4.1.2 |
| A11Y-6 |
Dashboard: health dots shape differentiation (circle/triangle/X) |
1.4.1 |
| A11Y-7 |
Chat feedback dropdown: focus trap + arrow keys |
2.1.1 |
| A11Y-8 |
Global Search: add role="dialog" |
1.3.1 |
| A11Y-9 |
Memory: add aria-label to importance slider |
1.3.1 |
Responsive gaps (for web version):
| # |
Component |
Issue |
| R-1 |
Dock |
Power tier (14 items) overflows on < 768px — needs scroll or wrap |
| R-2 |
StatusBar |
10+ items in flex row — hide non-essential below 900px |
| R-3 |
ChatApp |
Session sidebar 192px fixed — needs collapse on narrow windows |
| R-4 |
OnboardingWizard |
Template grid needs responsive column count |
| R-5 |
AppWindow |
Default sizes exceed mobile viewport — needs mobile layout |
Block 3d: Items From CLAUDE.md Open Work (missed in prior passes)
| # |
Item |
Status |
Notes |
| OW-1 |
4 new personas (general-purpose, planner, verifier, coordinator) |
DONE |
22 personas exist in persona-data.ts |
| OW-2 |
Extend AgentPersona interface (disallowedTools, isReadOnly, etc.) |
DONE |
Enforced in chat.ts this session |
| OW-3 |
behavioral-spec.ts: split + COMPACTION_PROMPT |
DONE |
COMPACTION_PROMPT exported at line 381 |
| OW-4 |
Orchestrator section caching |
DONE |
cachedSection() + uncachedSection() at line 320 |
| OW-5 |
OnboardingWizard: 15 templates + real PERSONAS |
DONE |
15 templates wired |
| OW-6 |
PersonaSwitcher: two-tier redesign |
TODO |
Still flat 2-column grid. Target: "UNIVERSAL MODES" (8) + "YOUR WORKSPACE SPECIALISTS" (template-scoped). Hover tooltip: tagline + bestFor + wontDo |
| OW-7 |
Stripe webhooks audit |
PARTIAL |
5 files exist in server/src/stripe/ (checkout, webhook, portal, sync, index — 130+ LOC webhook). Needs smoke test against real Stripe dashboard. Blocked on M7 |
Block 3da: Installer Flow (deferred from Task 6)
| # |
Item |
Source |
Effort |
| INST-1 |
Ollama bundled installer path — during Waggle install, offer "Install Ollama + pull Gemma 4" as optional step |
2026-04-17 ULTRATHINK |
1 day |
| INST-2 |
Hardware scan — read RAM/GPU at install, recommend which Ollama models fit locally (e.g. "gemma4:31b needs 20GB RAM — your machine has 32GB, you're good") |
2026-04-17 ULTRATHINK |
4-6 hr |
| INST-3 |
Ollama daemon auto-start — configure Ollama to run as Windows service / macOS launchd agent on boot |
2026-04-17 ULTRATHINK |
4-6 hr |
Block 3e: Items Found in Cross-Reference (not in any prior backlog)
| # |
Item |
Source |
Effort |
| CR-1 |
MS Graph OAuth connector — harvest email, calendar, files |
Master plan Phase 1, GTM §3.1.1 |
2-3 days |
| CR-2 |
Light mode full audit — only 6 token swaps done, full sweep needed |
S3 handoff, UX assessment |
0.5 day |
| CR-3 |
KG Viewer top-5 demo gaps — loading state, error surface, export-PNG, touch events |
docs/kg-viewer-ux-audit.md |
4-6 hr |
| CR-4 |
Demo video script — 90-second harvest→wiki→insight + 5-minute deep dive |
GTM §3.1.2, 14-day sprint |
1 day |
| CR-5 |
LinkedIn launch posts — 3-post sequence over 10 days |
GTM §3.1.3 |
Content, not code |
| CR-6 |
hive-mind actual source extraction — scaffold done, code copy TODO |
Launch plan, Block 9.3 |
2-3 days |
| CR-7 |
CLAUDE.md update — Section 10 "Open Work" is stale, shows items as TODO that are DONE |
Housekeeping |
15 min |
| CR-8 |
Tauri binary build verification — haven't built since the mega code changes |
Launch readiness |
1 day |
| CR-9 |
Mac notarization setup — alongside Windows signing |
Launch prep |
Marko action |
STRATEGIC DECISIONS STILL NEEDED
| # |
Decision |
Unlocks |
| C1 |
hive-mind OSS timing — ship with Waggle or before? |
Launch sequencing |
| C5 |
Harvest-first onboarding — replace step 2 or parallel opt-in? |
Block 4 UX |
| C8 |
Warm list — 5-10 names to pre-email 72h before launch |
Launch credibility |
| C9 |
Single-author or dual-author on papers? |
Paper attribution |
| C11 |
Marketplace model — free+attribution / freemium / enterprise-only? |
Skills monetization |
| -- |
EvolveSchema attribution — keep "Mikhail" or cite ACE (Zhang et al.)? |
Paper 2 framing |
CRITICAL PATH
Earliest launch: ~4-5 weeks from when Marko delivers exports + API keys + Stripe + cert.
TOTAL REMAINING BUDGET
| Phase |
Budget |
| Phase 1 (Harvest) |
~$50 |
| Phase 4 (Memory proof) |
~$300-500 |
| Phase 5 (GEPA proof) |
~$1,500-2,500 |
| Phase 7b (Combined) |
~$500 |
| Windows EV cert |
~$300-500 |
| TOTAL |
~$2,650-4,000 |
