920 lines
55 KiB
Markdown
920 lines
55 KiB
Markdown
# MASTER BACKLOG — 2026-04-18 (v2 · SOTA-gated launch)
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### Three tiers · Test gate per step · Launch gated by benchmark proof
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**Purpose:** Single definitive list. Everything we can do ourselves, organized into three tiers (High / Medium / Low), with explicit sub-steps and a test-gate per item. Externals (OpenAI export wait, EV cert purchase, Apple Dev account purchase, Perplexity manual export) are carved out — but preparatory integration work that lands around them is included.
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**v2 LOCKED decisions (Marko, April 18, 2026):**
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- **[M]-07 RESOLVED** — Ship `hive-mind` OSS + Waggle beta *together*, but public launch is GATED by SOTA benchmark proof. No launch without LoCoMo ≥ 91.6% OR equivalent competitive showing (e.g., SOTA on temporal/adversarial subsections, OR top 3 on SWE-ContextBench).
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- **[M]-11 Pricing LOCKED** — Pro $19/mo + Teams $49/seat/mo. Final. Any doc or UI that still shows $29/$79/$15 is stale and must be corrected.
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- **H-34 effort LOCKED** — 5-10 days wall time, no compression. hive-mind source extraction is real work.
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- **Critical path reshapes:** Benchmark block (H-42/43/44) replaces Papers as the launch gate. Papers are publication output; benchmarks are the ship gate.
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**State at write-time:** main @ `1c304cd`, tree clean, 200 commits ahead of origin. Phase A = 5/6 done (QW-3 verified in code at `apps/web/src/pages/Index.tsx:15-17`, needs Playwright regression only).
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**Supersedes:** `BACKLOG-FULL-2026-04-18.md`, `BACKLOG-CONSOLIDATED-2026-04-17.md`, `POLISH-SPRINT-2026-04-18.md`, `PDF-E2E-ISSUES-2026-04-17.md`.
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---
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## Tier definitions
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| Tier | Meaning | Examples |
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|---|---|---|
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| **HIGH** | Ship-blocking. Paper/launch cannot happen without. | GEPA wiring closure, Phase 1 harvest, core UX bugs, Phase 4-6 proofs, Stripe integration (code), binary build |
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| **MEDIUM** | Ship-quality. Polish/UX. Launch defensible without it but rough. | PersonaSwitcher redesign, compliance PDF route, Wiki v2, Ollama installer, engagement features |
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| **LOW** | Post-launch OK. Accessibility, responsive, tech debt, advanced features. | A11Y sweep, responsive collapses, dead `app/` removal, ContextRail deeper integration |
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## Test-gate principle
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**Every item ends with a Verify step. No item is "done" without it.**
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Standard gates after each change:
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```bash
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npx tsc --noEmit --project packages/<touched>/tsconfig.json # type check
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npm run test -- --run <touched test files> # vitest green
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npm run lint # eslint repo-wide
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npx playwright test <relevant spec> # only if UI changed
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```
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Plus PostToolUse hooks run automatically: Prettier + tsc + console.log scan. Stop hook audits console.log repo-wide before session ends. One commit per item. Tree must be clean between items.
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---
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## Marko-side queue (non-coding, non-external)
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What Marko can do that unblocks engineering. Externals excluded (OpenAI export wait, EV cert purchase, Apple Dev account purchase).
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| ID | Task | Unblocks | Effort |
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|---|---|---|---|
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| **[M]-01** | **Stripe products** — in Stripe dashboard, create Pro ($19/mo) and Teams ($49/seat/mo) products per [M]-11 LOCKED pricing; capture `STRIPE_PRICE_PRO` + `STRIPE_PRICE_TEAMS` IDs | H-26 through H-33 (Stripe integration block) | 1 hr (guided) |
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| [M]-02 | Judge model list revision (after w4/w25 proofs) | Phase 5 judging | Decision |
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| [M]-03 | Warm-list names — 5-10 contacts to pre-email T-72h | Launch credibility | 30 min |
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| [M]-04 | Papers attribution — single-author or dual-author? | Paper 1 + Paper 2 | Decision |
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| [M]-05 | Marketplace model — free-with-attribution / freemium / enterprise-only? | L-12 marketplace monetization | Decision |
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| [M]-06 | EvolveSchema attribution — credit Mikhail vs Zhang et al. (ACE) | Paper 2 framing | Decision |
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| **[M]-07** | **RESOLVED (2026-04-18):** Ship hive-mind OSS + Waggle beta **together**, launch gated by SOTA benchmark proof. No public release without LoCoMo ≥ 91.6% OR competitive subsection showing (temporal / adversarial) OR SWE-ContextBench top 3. hive-mind OSS launch serves as Waggle launch narrative vehicle. | H-34 + H-42/43/44 sequencing | ✅ Locked |
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| [M]-08 | Harvest-first onboarding — replace step 2 or parallel opt-in? | ENG-5 (M-26) | Decision |
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| [M]-09 | Peer reviewer outreach — send the email I draft | Paper 1 validation | 10 min (after I draft) |
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| [M]-10 | Launch date greenlight — **contingent on H-42/43/44 results**, not a fixed date | Launch block | Decision (after benchmarks) |
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| **[M]-11** | **Stripe pricing LOCKED (2026-04-18):** Pro $19/mo, Teams $49/seat/mo. Final. | Stripe integration + all pricing copy | ✅ Locked |
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| [M]-12..14 | Other strategic decisions — TBD in later sessions, do not block current sprint | — | TBD |
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---
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## HIGH tier — ship-blocking (~55 items · ~50 eng days)
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Ordered by dependency, not alphabetically. Each item has Sub-steps · Verify · Effort · Deps.
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### Block H1 — Polish Phase A closure (1 item)
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#### H-01 · QW-3 · Skip boot screen on return visits
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- Read `apps/web/src/pages/Index.tsx:16` and verify the `BOOT_KEY` localStorage check works.
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- If broken: fix skip logic + ensure flag persists across sessions.
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- **Verify:** Playwright — first visit shows BootScreen, second visit goes straight to Desktop.
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- **Effort:** 15-30 min · **Owner:** me · **Deps:** none
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### Block H2 — Polish Phase B core bugs (5 items)
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#### H-02 · P35 · Spawn-agent "no models available"
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- Read `apps/web/src/components/os/apps/SpawnAgentPanel.tsx` (or equivalent) to find the models dropdown source.
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- Replace hardcoded/empty list with live fetch from `GET /api/providers` (returns 13 green providers today).
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- Filter by tier availability from `TIER_CAPABILITIES`.
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- Empty state: CTA "Add a key in Settings → Vault" instead of "check backend config".
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- **Verify:** Playwright — open spawn panel, assert dropdown has ≥1 model OR empty-state CTA is visible. Unit test for provider-list mapper.
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- **Effort:** 2-3 hr · **Owner:** me · **Deps:** none
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#### H-03 · P36 · Dock spawn-agent icon wiring
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- Inspect `apps/web/src/components/os/Dock.tsx` spawn-agent icon click handler.
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- If missing: wire to `openSpawnAgentPanel` dispatcher.
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- Confirm TaskCreate is called on submit from the panel.
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- **Verify:** Playwright — click dock icon, panel opens; submit a spawn, assert POST to `/api/tasks`.
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- **Effort:** 1 hr · **Owner:** me · **Deps:** H-02
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#### H-04 · P40 · Light-mode BootScreen logo + animation
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- Audit `apps/web/src/components/os/BootScreen.tsx` for `hive-950` / `text-honey` literals.
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- Map animation colors to semantic tokens (`--text-primary`, `--bg-primary`, `--accent`).
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- Ensure animation frames stay visible in light mode (check contrast ≥ 4.5).
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- **Verify:** Playwright visual regression — BootScreen light mode snapshot matches approved baseline.
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- **Effort:** 2 hr · **Owner:** me · **Deps:** none
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#### H-05 · P41 · Light-mode "Waggle AI" header text
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- Find the header component (likely `apps/web/src/components/os/StatusBar.tsx` or a header sibling).
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- Replace any hive-950 direct refs with semantic token.
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- Adjust font weight / color for light mode readability.
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- **Verify:** Playwright visual test light-mode header. Manual contrast check.
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- **Effort:** 30 min · **Owner:** me · **Deps:** H-04
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#### H-06 · CR-2 · Residual `hive-950` → semantic token sweep
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- `grep -r "hive-950\|#08090c" apps/web/src` — map every remaining direct ref to `var(--bg-primary)` or equivalent.
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- Do NOT touch `waggle-theme.css` itself (that's where hive-950 legitimately lives as a dark token).
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- **Verify:** grep passes with only `waggle-theme.css` matches remaining. Playwright visual regression across 5 key screens (desktop, chat, memory, settings, onboarding).
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- **Effort:** 2 hr · **Owner:** me · **Deps:** H-04, H-05
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### Block H3 — GEPA wiring closure (4 items)
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Per CLAUDE.md §11 + `BACKLOG-FULL-2026-04-18.md` §5. These 4 gaps block the Phase 5 GEPA proof from producing a defensible real-behavior improvement.
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#### H-07 · G4 · Trace outcome audit + finalization coverage
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- Audit `packages/server/src/local/routes/chat.ts:1231` — what outcome gets emitted on (a) successful final message, (b) mid-turn tool error, (c) SSE disconnect, (d) rate-limit failure, (e) empty-text turns?
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- Document the matrix. Ensure `'success'` is emitted for valid turns.
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- Backfill migration: scan existing traces, set `outcome='success'` where final message non-empty + no fatal error was stored.
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- Add counter in evolution dashboard: "Eligible traces available: N" with tooltip explaining the threshold.
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- Improve `EvalDatasetBuilder` "no eligible traces" error → explain WHY (too few / all abandoned / none in date range).
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- **Verify:** Vitest `packages/agent/tests/eval-dataset.test.ts` passes with a live-fixture trace dataset. New test: chat-turn → finalize → outcome='success'. Dashboard counter test in Playwright.
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- **Effort:** 0.5 day · **Owner:** me · **Deps:** none
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#### H-08 · G2 · Override-aware system prompt loader
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- Create `loadSystemPromptWithOverrides(waggleDir)` in `packages/agent/src/prompt-loader.ts`.
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- Composes: base BEHAVIORAL_SPEC → `buildActiveBehavioralSpec(overrides)` → `getPersona(id)` + custom-personas → disk `system-prompt.md` append.
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- Migrate all current callers of `loadSystemPrompt` to the override-aware version (grep; expect small call-site count).
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- Keep the bare `loadSystemPrompt` exported for test isolation only; add deprecation comment.
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- Add a startup assertion: if override files exist on disk but activeBehavioralSpec doesn't reflect them, log structured warning.
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- **Verify:** New Vitest `prompt-loader-with-overrides.test.ts` with fixture overrides + persona files. Integration test: deploy via evolution accept → chat turn uses override.
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- **Effort:** 2-4 hr · **Owner:** me · **Deps:** none
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#### H-09 · G3 · Running-judge wiring audit
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- Grep every caller of `IterativeGEPA.run` and check whether it passes a bare judge or one wrapped with `makeRunningJudge`.
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- Known-good: `/api/evolution/run` (evolution.ts:377). Known-suspect: `iterative-optimizer.ts`, `scripts/evolution-hypothesis.mjs`.
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- For each suspect caller: wrap with `makeRunningJudge(base, llm)`.
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- Add phantom-type brand to `makeRunningJudge` return so `IterativeGEPA.run` can enforce at compile time.
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- **Verify:** Vitest asserts `IterativeGEPA.run()` rejects bare judges with a clear error. Existing `makeRunningJudge` tests still pass.
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- **Effort:** 2-4 hr · **Owner:** me · **Deps:** none
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#### H-10 · G1 · Evolution service + cron scheduler
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- Create `packages/server/src/local/services/evolution-service.ts`: owns a daemon loop + auto-trigger policy.
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- Register evolution cron in `cron-service.ts` — configurable cadence, default daily at low-traffic hour, off by default.
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- Minimum-dataset gate: skip run when trace pool < N eligible examples (default 20).
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- Reuse the HTTP endpoint's path for on-demand — UI "Run now" button (already shipped in Phase 8.5) hits the same service.
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- Settings toggle: "Enable nightly self-evolution" + cadence picker.
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- **Verify:** Vitest for gate logic (under/over threshold). Integration test: register cron → fast-forward → runOnce called → run recorded. Settings toggle E2E.
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- **Effort:** 0.5-1 day · **Owner:** me · **Deps:** H-07 (traces must be eligible to mine)
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### Block H4 — Phase 1 Harvest real data (9 items — mostly work we execute as M1 data arrives + concurrent)
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#### H-11 · 1.3 · Re-harvest Claude Code fresh
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- Run full harvest of Claude Code history into personal.mind.
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- Dedup against existing 156 frames.
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- **Verify:** Frame count delta > 0, no duplicates (dedup hash check). Mind health report shows harvest source distribution.
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- **Effort:** 0.5 day · **Owner:** me · **Deps:** none
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#### H-12 · 1.2 · Import Claude conversations (Anthropic export DONE per M2)
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- Feed the Anthropic export archive through the Claude adapter.
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- **Verify:** Frames added with source='claude', dedup verified, no parse errors.
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- **Effort:** 1 hr (script run + verify) · **Owner:** me · **Deps:** [M]-02 ✅
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#### H-13 · 1.4 · Import Gemini conversations (Google export DONE per M3)
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- Feed Google Takeout Gemini JSON through Gemini adapter.
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- **Verify:** Frames source='gemini', dedup verified, date range coverage.
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- **Effort:** 1 hr · **Owner:** me · **Deps:** [M]-03 ✅
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#### H-14 · 1.6 · Cursor adapter build
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- Study Cursor's conversation export format.
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- Write adapter in `packages/core/src/harvest/adapters/cursor.ts`.
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- Wire into `pipeline.ts` dispatcher.
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- **Verify:** Unit tests for parse → frame. Integration test: sample Cursor export → N frames → cognify pipeline runs.
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- **Effort:** 0.5-1 day · **Owner:** me · **Deps:** none
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#### H-15 · 1.5 · Import Perplexity (SKIPPED per user direction)
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- Marked skipped in Marko queue. Not a blocker.
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- **Verify:** n/a
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- **Effort:** n/a · **Owner:** —
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#### H-16 · 1.1 · Import ChatGPT conversations (waits on M1)
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- Queue: when OpenAI export email arrives, run adapter.
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- **Verify:** Frames source='chatgpt', dedup verified.
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- **Effort:** 1 hr · **Owner:** me · **Deps:** ⏳ external M1 — kept as ready-to-go item
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#### H-17 · 1.7 · Post-harvest cognify on imported frames
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- Trigger cognify pipeline on all newly harvested frames (extract entities, concepts, write to KG).
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- Dashboard progress UI.
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- **Verify:** KG node count delta > 0. Concepts table populated. Vitest for cognify pipeline end-to-end.
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- **Effort:** 2-3 hr · **Owner:** me · **Deps:** H-11, H-12, H-13
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#### H-18 · 1.8 · Identity auto-populate from harvest
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- Pipeline reads harvested frames, extracts identity signals (name, role, projects, relationships), populates IdentityLayer.
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- Surface in Settings → Identity for user confirmation.
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- **Verify:** Vitest for identity extractor with fixture frames. Playwright Settings shows populated identity.
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- **Effort:** 4 hr · **Owner:** me · **Deps:** H-17
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#### H-19 · 1.9 · Wiki compile from real data
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- After harvest + cognify complete, trigger full wiki compilation.
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- Verify adapter outputs, page counts, entity coverage.
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- **Verify:** Wiki page count ≥ expected threshold. Sample N pages render without errors.
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- **Effort:** 2 hr · **Owner:** me · **Deps:** H-17
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#### H-20 · GATE · Harvest dataset threshold
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- 10K-50K frames target, dedup verified, KG populated.
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- **Verify:** Mind health report passes all checks. Documented in handoff.
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- **Effort:** checkpoint only · **Owner:** me · **Deps:** H-11 through H-19
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### Block H5 — Phase 4 Memory Proof (from MEMORY-HARVEST-TEST-PLAN.docx, 10 days, $300-500)
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Test plan referenced in docx. Items extracted from the plan structure (detailed steps live in the docx):
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#### H-21 · Phase 4 · Memory Proof execution
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- Set up baseline (Claude 3.5 Sonnet on bare prompts, no memory).
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- Set up treatment (Waggle with harvested personal.mind + agent-loop).
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- Run paired queries (~50 queries) against both, 3 seeds each.
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- Judge responses with 4-judge ensemble per PA v5 protocol.
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- Compute effect size + confidence interval.
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- **Verify:** Eval results committed to `docs/results/MEMORY-PROOF-RESULTS.md`. Win-rate ≥ statistically significant threshold. Dataset + seeds committed (gitignored raw) for replication.
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- **Effort:** 10 days · **Owner:** me · **Deps:** H-20 (harvest gate), [M]-02 judge list
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### Block H6 — Phase 5 GEPA Full-System Proof (from GEPA-EVOLUTION-TEST-PLAN.docx, 18 days, $1.5-2.5k)
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#### H-22 · Phase 5 · GEPA Proof execution
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- Baseline: Gemma 4 31B + Waggle persona prompts as-shipped.
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- Treatment: same model + Waggle + evolved prompts (run evolution N cycles against held-out trace eval set).
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- Paired queries, ensemble judging.
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- **Verify:** Results committed. Effect size + CI. Evolution lineage reproducible from committed run records.
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- **Effort:** 18 days · **Owner:** me · **Deps:** H-07 through H-10 (GEPA wiring closure MUST land first — proof is meaningless without the running judge end-to-end), H-20
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### Block H7 — Phase 5b Combined Effect Proof (6 days, ~$500)
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#### H-23 · Phase 5b · Combined proof
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- Treatment: Memory + Evolved prompts + Gemma 4 31B.
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- Control: Memory only (no evolved prompts).
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- Measures additive effect of evolution on top of memory.
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- **Verify:** Results committed. Decomposition of memory-only vs combined deltas.
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- **Effort:** 6 days · **Owner:** me · **Deps:** H-21, H-22
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### Block H8 — Phase 6 Papers (5 days writing + Marko peer review)
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#### H-24 · Paper 1 · Memory system paper draft
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- Write arXiv draft using Phase 4 results.
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- Cite prior work (RAG, long-context, memory MCP, etc).
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- Format: arXiv template, figures committed as SVG.
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- **Verify:** Peer-reviewer feedback incorporated. Arxiv-ready LaTeX builds cleanly.
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- **Effort:** 3 days · **Owner:** me + [M]-09 (peer review send) · **Deps:** H-21
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#### H-25 · Paper 2 · GEPA + Combined paper draft
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- Write arXiv draft using Phase 5 + Phase 5b results.
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- EvolveSchema attribution per [M]-06.
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- **Verify:** Peer-reviewer feedback incorporated. Arxiv-ready.
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- **Effort:** 3 days · **Owner:** me + [M]-09 · **Deps:** H-22, H-23, [M]-06
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### Block H9 — Stripe integration (M7 decomposed — reconciliation 2026-04-18)
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Reality check performed this session: most of the Stripe integration was already shipped. Marko still creates products in dashboard ([M]-01). Engineering work remaining is smaller than originally scoped.
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#### H-26 · Stripe webhook endpoint — ✅ SHIPPED (pre-session)
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- `packages/server/src/stripe/webhook.ts` exists (130 LOC).
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- Raw body handling via Fastify content-type parser at route scope.
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- Signature verification with `STRIPE_WEBHOOK_SECRET` from env.
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- Idempotency via `.stripe-processed-events.json` event-ID dedup (last 500 retained).
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- Tests at `packages/server/tests/stripe/webhook.test.ts` (109 LOC, 10+ cases).
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#### H-27 · Subscription → tier mapping — ✅ SHIPPED (pre-session)
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- `tierFromPriceId(priceId)` in `packages/server/src/stripe/index.ts` — canonical FREE/PRO/TEAMS mapping.
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- Handles `checkout.session.completed`, `customer.subscription.updated`, `customer.subscription.deleted`.
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- Writes to `{dataDir}/config.json` with tier + `stripe_customer_id`.
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- Includes legacy `STRIPE_PRICE_BASIC` → `PRO` mapping for backward compat.
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#### H-28 · Upgrade flow UI — ✅ SHIPPED (pre-session)
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- `packages/server/src/stripe/checkout.ts` — `POST /api/stripe/create-checkout-session`.
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- `UpgradeModal.tsx` + `useBilling.ts` wire the UI (already canonical `PRO`/`TEAMS` after the 2026-04-18 tier-rename fix).
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#### H-29 · Billing portal link — ✅ SHIPPED (pre-session)
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- `packages/server/src/stripe/portal.ts` — `POST /api/stripe/create-portal-session` (51 LOC).
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- `useBilling.openPortal()` invokes it.
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#### H-30 · Trial-to-paid conversion path — ✅ SHIPPED (pre-session)
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- `TrialExpiredModal.tsx` in overlays, triggered by `isTrialExpired()` from `tiers.ts`.
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- Integrates with H-28 via `onUpgrade(tier)` callback.
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#### H-31 · Tier enforcement audit — 🟢 OPEN (small)
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- Existing: kvark-tools check `assertTierCapability`. `TIER_CAPABILITIES.embeddingProviders` enforced in `embedding-provider.ts`. Many paths check `billing.tier`.
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- Remaining: systematic matrix-test verification. Write one Vitest that iterates every gated operation × every tier, asserts pass/fail per tiers.ts.
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- **Effort:** 2-3 hr · **Deps:** none
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#### H-32 · Embedding quota enforcement — ✅ SHIPPED (pre-session)
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- `packages/core/src/mind/embedding-provider.ts:270` — `checkQuota(count)` throws `EmbeddingQuotaExceededError` on exceed, warns at 80%.
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- `getQuotaStatus()` exposes usage for UI.
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- Usage tracked in `embedding_usage` SQLite table, reset monthly.
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#### H-33 · Stripe test-mode smoke — ✅ DONE this session
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- `docs/OPS/stripe-smoke.md` (this commit) — 7-step Stripe-CLI-driven smoke protocol covering webhook signature, idempotency, checkout creation, portal link, tier mapping for all 4 relevant events.
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- Requires Marko's Egzakta sandbox (already logged in via `stripe config --list`) + test-mode prices (script in doc).
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- Remaining execution: run the smoke against the sandbox with production-shape env vars. Document any failures in this doc's checklist.
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### Block H10 — Launch prep (infra) (7 items)
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#### H-34 · hive-mind source extraction (CR-6)
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- Scaffold already in `docs/HIVE-MIND-INTEGRATION-DESIGN.md`.
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- Extract the Apache 2.0-safe subset: MCP resources, CLI, hooks, installer.
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- Create separate repo at `hive-mind/` (or push to a new GH repo per [M]-07).
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- **Verify:** Independent `npm install && npm test` in the extracted repo passes. No Waggle-proprietary imports remain.
|
||
- **Effort:** 2-3 days · **Owner:** me · **Deps:** [M]-07 timing decision
|
||
|
||
#### H-35 · Binary build + clean Windows VM smoke (CR-8)
|
||
- Run `npm run tauri build` on Windows.
|
||
- Install on clean VM, exercise onboarding → chat → memory → settings.
|
||
- Verify sidecar starts, no port collisions, no missing dylibs.
|
||
- **Verify:** Smoke checklist passes. Screenshots committed to `docs/OPS/smoke-2026-04-XX/`.
|
||
- **Effort:** 1 day · **Owner:** me · **Deps:** H-01..H-10 stable
|
||
|
||
#### H-36 · Clerk auth integration
|
||
- Clerk SDK in web app.
|
||
- Sign-in / sign-up UI.
|
||
- Map Clerk user → Waggle user record.
|
||
- **Verify:** Playwright — sign in → desktop loads with correct identity. Sign out → redirect to sign-in.
|
||
- **Effort:** 1 day · **Owner:** me · **Deps:** H-27 (tier mapping — Clerk auth plus Stripe subscription = full auth)
|
||
|
||
#### H-37 · Onboarding finalized (harvest-first per [M]-08)
|
||
- Per [M]-08 decision: replace step 2 with harvest pitch OR keep parallel opt-in.
|
||
- Wire OnboardingWizard accordingly.
|
||
- **Verify:** Playwright — complete onboarding with and without harvest → desktop state correct.
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** [M]-08
|
||
|
||
#### H-38 · Landing page final polish (apps/www)
|
||
- Review `apps/www` for any stale copy / broken links.
|
||
- Verify contact form posts to our API (not 3rd party).
|
||
- Social cards, OG tags, favicon.
|
||
- **Verify:** Lighthouse ≥ 90 on perf, accessibility, SEO, best practices.
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** none
|
||
|
||
#### H-39 · Windows code-signing integration (scaffolding ready for cert)
|
||
- Add signing step to CI pipeline reading `WAGGLE_SIGN_CERT` from GH secrets.
|
||
- Test with a throw-away self-signed cert for pipeline validation.
|
||
- Hook `tauri.conf.json` `bundle.windows` to signing tool.
|
||
- **Verify:** CI artifact passes SignTool validation with self-signed cert. Ready to swap in real cert on arrival.
|
||
- **Effort:** 3 hr · **Owner:** me · **Deps:** none
|
||
|
||
#### H-40 · Mac notarization integration (scaffolding ready for Apple Dev acct)
|
||
- Add `xcrun notarytool submit` step to CI.
|
||
- Read `APPLE_ID`, `APPLE_PASSWORD`, `APPLE_TEAM_ID` from secrets.
|
||
- Local dry-run with `--dry-run` flag.
|
||
- **Verify:** CI step validates syntax. Ready to run once credentials exist.
|
||
- **Effort:** 2 hr · **Owner:** me · **Deps:** none
|
||
|
||
### Block H11 — Auto-updater signing (1 item)
|
||
|
||
#### H-41 · Auto-updater keypair + latest.json signing
|
||
- Generate Tauri updater keypair.
|
||
- Public key in `tauri.conf.json`, private key in CI secret.
|
||
- Sign releases → populate `signature` field in `latest.json`.
|
||
- **Verify:** End-to-end: publish new release → older install sees update → downloads + verifies + installs.
|
||
- **Effort:** 3 hr · **Owner:** me · **Deps:** H-35
|
||
|
||
### Block H12 — Public Benchmark Runs · LAUNCH GATING (3 items)
|
||
|
||
**Critical path per [M]-07 decision.** Launch is blocked until benchmarks validate architectural claims against current SOTA. These are NOT nice-to-have — they are the public proof that legitimates the hive-mind OSS positioning and the Waggle value prop.
|
||
|
||
**Honest risk posture (documented so we don't lie to ourselves later):**
|
||
- **Scenario A** — LoCoMo ≥ 91.6% on first run: 20-30% probability. Launch narrative: "new SOTA".
|
||
- **Scenario B** — LoCoMo 85-91%, tuning can help: 40-50% probability. Launch narrative: "SOTA in local-first category" or subsection SOTA. Legitimate but less hype-friendly.
|
||
- **Scenario C** — LoCoMo < 85%: 20-30% probability. Trigger architectural investigation. LoCoMo is ShareGPT-style casual dialogue — our bitemporal strengths may not map directly. Fallback: lean on SWE-ContextBench where architecture aligns better.
|
||
|
||
**SWE-ContextBench is our strongest terrain.** If LoCoMo is B/C but SWE-ContextBench is top 3, the legitimate launch narrative becomes "hive-mind dominates context reuse for coding agents" — stronger positioning for Waggle's consumer agent harness framing.
|
||
|
||
#### H-42 · LoCoMo benchmark run (LAUNCH GATING)
|
||
- Use `snap-research/locomo` evaluation harness as-is. Do NOT reimplement — the leaderboard legitimacy requires their harness.
|
||
- Run two configs: (a) **local** — inprocess embedder + Ollama + Gemma 4 31B answer model; (b) **frontier** — same memory stack + Opus 4.7 answer model. Both cut the same benchmark.
|
||
- Sub-benchmarks to report separately: single-hop, multi-hop, temporal, open-domain, adversarial.
|
||
- Commit full raw outputs + analysis to `docs/results/LOCOMO-RESULTS.md`. Raw JSON gitignored.
|
||
- If Scenario B: document the tuning plan (hybrid search weights, RRF constants, embedding model swap) and run one iteration. If iteration still B, ship as Scenario B, do not hide.
|
||
- **Verify:** 4-judge ensemble evaluation per PA v5 protocol. Reproducible from committed config + seeds. Result published in `docs/results/LOCOMO-RESULTS.md` with honest observations section (copy PA v5's pattern — it worked).
|
||
- **Effort:** 3-4 days (2d setup, 1-2d analysis + up to 1d tuning iteration)
|
||
- **Owner:** me · **Deps:** H-34 hive-mind extraction complete
|
||
|
||
#### H-43 · LongMemEval benchmark run (LAUNCH GATING)
|
||
- Same pattern as H-42 — run upstream harness, no reimplementation.
|
||
- Targets to beat: Letta ~83%, Zep 63.8%. SOTA is ~93.4%. Even matching Zep is a legitimate floor.
|
||
- Report per-category: session recall, reasoning, knowledge update, temporal, multi-session.
|
||
- **Verify:** Results at `docs/results/LONGMEMEVAL-RESULTS.md`. Peer-reviewable.
|
||
- **Effort:** 2-3 days
|
||
- **Owner:** me · **Deps:** H-34 complete. Independent of H-42; can run in parallel.
|
||
|
||
#### H-44 · SWE-ContextBench run (STRATEGIC DIFFERENTIATOR)
|
||
- Newer benchmark (Dec 2025) — directly measures context reuse across related coding tasks. Memory architecture most aligned with our bitemporal + I/P/B frame model.
|
||
- **Highest probability win (60-70% top-3 estimate).** Potential primary launch narrative.
|
||
- Run memory-configuration track. If competitive, also run end-to-end track (more work, bigger statement).
|
||
- **Verify:** Results at `docs/results/SWE-CONTEXTBENCH-RESULTS.md`. Submission to leaderboard if rules allow.
|
||
- **Effort:** 3 days
|
||
- **Owner:** me · **Deps:** H-34 complete. Can run in parallel with H-42/H-43 once extraction done.
|
||
|
||
**Block H12 gate decision:**
|
||
- If Scenario A on H-42: proceed to launch prep aggressively.
|
||
- If Scenario B: document position, optional tuning iteration (budget ≤ 5 days before committing to ship-as-is), check H-44 for compensating narrative.
|
||
- If Scenario C on H-42: pause launch-prep conversation, open architectural investigation (what does bitemporal NOT help? Is hybrid search weighted wrong for casual dialogue?), possibly re-frame hive-mind positioning around coding agents only.
|
||
|
||
---
|
||
|
||
## MEDIUM tier — ship-quality polish (~50 items · ~25 eng days)
|
||
|
||
### Block M1 — Polish Phase C · PersonaSwitcher two-tier (OW-6)
|
||
|
||
#### M-01 · PersonaSwitcher two-tier redesign
|
||
- File: `apps/web/src/components/os/overlays/PersonaSwitcher.tsx`.
|
||
- Section 1 "UNIVERSAL MODES": 8 core personas (general-purpose, planner, verifier, coordinator, researcher, writer, analyst, coder).
|
||
- Section 2 "YOUR WORKSPACE SPECIALISTS": template-scoped personas.
|
||
- Hover tooltip: tagline + bestFor + wontDo (interface extensions already in `personas.ts`, data in `persona-data.ts`).
|
||
- **Verify:** Playwright — sections render with correct persona counts. Hover → tooltip content matches persona data. Persona switch triggers agent reload.
|
||
- **Effort:** 0.5 day · **Owner:** me · **Deps:** none
|
||
|
||
### Block M2 — Compliance UX (3.5 days, 5 items)
|
||
|
||
#### M-02 · 3b.1 · PDF export route
|
||
- Install `pdfmake` if not present.
|
||
- Wire `buildComplianceDocDefinition` → `pdfmake.createPdf → getBuffer`.
|
||
- Route: `POST /api/compliance/export-pdf`.
|
||
- **Verify:** Vitest — POST returns application/pdf, non-empty buffer. Manual: open PDF.
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** none
|
||
|
||
#### M-03 · 3b.2 · Template system JSON schema
|
||
- Templates stored as JSON: sections, logo URL, branding, footer, risk class.
|
||
- Template loader + validator.
|
||
- **Verify:** Vitest — load, validate, render with stub data.
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** M-02
|
||
|
||
#### M-04 · 3b.3 · Full-page ComplianceReport viewer
|
||
- Current is 324-line card — expand to full-page.
|
||
- Date range picker + section toggles + PDF download button.
|
||
- **Verify:** Playwright — date range filters apply, toggles show/hide sections, download triggers PDF.
|
||
- **Effort:** 0.5 day · **Owner:** me · **Deps:** M-02, M-03
|
||
|
||
#### M-05 · 3b.4 · Custom branding
|
||
- Company logo upload (stored in vault folder).
|
||
- Org name override + risk classification override.
|
||
- **Verify:** Vitest — branding fields round-trip. Playwright — uploaded logo appears in PDF.
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** M-03
|
||
|
||
#### M-06 · 3b.5 · KVARK template (enterprise variant)
|
||
- Section: IAM audit, data residency proof, department breakdown.
|
||
- **Verify:** Vitest — KVARK template validates + renders. Playwright — KVARK org sees KVARK template by default.
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** M-03, M-05
|
||
|
||
### Block M3 — Harvest UX Polish (5 days, 4 open items)
|
||
|
||
#### M-07 · 3.3 · SSE live progress streaming
|
||
- Pipeline emits progress events; UI consumes via SSE.
|
||
- HarvestTab shows real-time progress bar + per-source counts.
|
||
- **Verify:** Playwright — start harvest, observe counter increment. Vitest for SSE event shape.
|
||
- **Effort:** 1 day · **Owner:** me · **Deps:** none
|
||
|
||
#### M-08 · 3.4 · Resumable harvests
|
||
- Checkpoint every 100 frames in a resume-log file.
|
||
- On resume: read checkpoint, skip already-processed entries.
|
||
- **Verify:** Vitest — interrupt harvest mid-way, resume, verify no duplicates and completion.
|
||
- **Effort:** 1 day · **Owner:** me · **Deps:** M-07
|
||
|
||
#### M-09 · 3.5 · Identity auto-populate screen
|
||
- After harvest, UI surfaces extracted identity signals for user to confirm/edit.
|
||
- **Verify:** Playwright — completed harvest → identity review screen → save → identity persisted.
|
||
- **Effort:** 0.5 day · **Owner:** me · **Deps:** H-18
|
||
|
||
#### M-10 · 3.6 · Harvest-first onboarding tile
|
||
- Onboarding step 2 (pending [M]-08 decision) — "Where does your AI life live?"
|
||
- **Verify:** Playwright — onboarding path with harvest-first enabled shows the tile.
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** [M]-08
|
||
|
||
### Block M4 — Wiki Compiler v2 (5 days, 4 open items)
|
||
|
||
#### M-11 · 2.2 · Incremental recompilation
|
||
- Engine supports delta recompile. Add hook: `post-harvest` → `recompile(changedFrameIds)`.
|
||
- **Verify:** Vitest — add N frames, recompile delta, observe only affected pages rebuild.
|
||
- **Effort:** 1 day · **Owner:** me · **Deps:** none
|
||
|
||
#### M-12 · 2.3 · Obsidian vault adapter
|
||
- Writer: `@waggle/wiki-compiler/adapters/obsidian` — produce `.md` files + YAML frontmatter + `[[wikilinks]]`.
|
||
- **Verify:** Vitest — generate N pages → load in Obsidian (manual) + structure verified via assertions.
|
||
- **Effort:** 1 day · **Owner:** me · **Deps:** none
|
||
|
||
#### M-13 · 2.4 · Notion structured export
|
||
- Adapter uses Notion API to create pages in a user's workspace.
|
||
- Map entity/concept/synthesis pages to Notion blocks.
|
||
- **Verify:** Vitest with Notion API mock. Integration test with real test workspace.
|
||
- **Effort:** 1.5 day · **Owner:** me · **Deps:** none
|
||
|
||
#### M-14 · 2.5 · Wiki health report dashboard UI
|
||
- Types exist in core. Build UI: coverage %, orphaned entities, stale pages, recent compile.
|
||
- **Verify:** Playwright — page loads, shows real metrics from compiled wiki.
|
||
- **Effort:** 0.5 day · **Owner:** me · **Deps:** none
|
||
|
||
### Block M5 — Installer / Ollama (INST-1/2/3 — 2 days)
|
||
|
||
#### M-15 · INST-1 · Ollama bundled installer
|
||
- Onboarding step: "Install Ollama" button → downloads + installs Ollama silently.
|
||
- Post-install: pull Gemma 4 (or recommended model per M-16).
|
||
- **Verify:** Playwright on a VM without Ollama → install succeeds → model pulled → chat reaches Ollama.
|
||
- **Effort:** 1 day · **Owner:** me · **Deps:** none
|
||
|
||
#### M-16 · INST-2 · Hardware scan + model fit
|
||
- Read RAM/GPU via Tauri Rust side or `systeminformation` npm.
|
||
- Recommend models that fit locally (e.g., "You have 32GB RAM, can run Gemma 4 31B Q4").
|
||
- **Verify:** Vitest with stubbed HW values → correct recommendations across 5 HW profiles. Playwright shows recommendation in onboarding.
|
||
- **Effort:** 4-6 hr · **Owner:** me · **Deps:** M-15
|
||
|
||
#### M-17 · INST-3 · Ollama daemon auto-start
|
||
- Windows: register service. macOS: launchd plist.
|
||
- **Verify:** On install, service registered. After reboot, `ollama list` works without manual start.
|
||
- **Effort:** 4-6 hr · **Owner:** me · **Deps:** M-15
|
||
|
||
### Block M6 — Medium UX fixes (6 items, 6-10 hr total)
|
||
|
||
#### M-18 · UX-1 · Reduce onboarding decisions (default Blank + General Purpose path)
|
||
- Add "Skip and set me up" button on step 1 → skip 2-6, land on Ready.
|
||
- **Verify:** Playwright — skip path lands on desktop in < 3 clicks.
|
||
- **Effort:** 2 hr · **Owner:** me · **Deps:** none
|
||
|
||
#### M-19 · UX-4 · Dock text labels first 7d / 20 sessions
|
||
- LocalStorage counter `sessionCount`; below threshold → show labels.
|
||
- Settings toggle to permanent.
|
||
- **Verify:** Playwright fresh-state → labels visible. After 20 sessions → labels off.
|
||
- **Effort:** 2 hr · **Owner:** me · **Deps:** none
|
||
|
||
#### M-20 · UX-5 · Hide token/cost behind dev mode
|
||
- Settings → Advanced → "Developer mode" toggle.
|
||
- When off: hide token count + cost in status bar.
|
||
- **Verify:** Playwright — toggle off hides, on shows.
|
||
- **Effort:** 1 hr · **Owner:** me · **Deps:** none
|
||
|
||
#### M-21 · UX-6 · Chat header overflow menu
|
||
- Collapse secondary controls into a `⋯` menu.
|
||
- **Verify:** Playwright — narrow viewport triggers collapse; click menu expands options.
|
||
- **Effort:** 2 hr · **Owner:** me · **Deps:** none
|
||
|
||
### Block M7 — Engagement features (ENG-1..7 — 4 days)
|
||
|
||
#### M-22 · ENG-1 · "I just remembered" toast after 5th message
|
||
- Watcher: on 5th user message in a session, if relevant memories exist, toast "I just remembered something relevant" with preview.
|
||
- **Verify:** Playwright — 5 messages → toast appears with non-empty preview (needs harvest data).
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** none
|
||
|
||
#### M-23 · ENG-2 · WorkspaceBriefing collapsible sidebar
|
||
- Current briefing lives somewhere; make it a collapsible right sidebar tied to workspace.
|
||
- **Verify:** Playwright — expand/collapse persists across reload.
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** none
|
||
|
||
#### M-24 · ENG-3 · Dock unlock nudge at 10/50 sessions
|
||
- Session counter; trigger animated tooltip "You've unlocked X new apps".
|
||
- **Verify:** Playwright — stub session count to 10 → nudge appears.
|
||
- **Effort:** 2 hr · **Owner:** me · **Deps:** M-19
|
||
|
||
#### M-25 · ENG-4 · LoginBriefing every launch
|
||
- Per-session (not per-install); "Don't show again" sets `loginBriefingDismissed` config.
|
||
- **Verify:** Playwright — fresh session → briefing shows. Dismiss → hidden. New session → shows again (unless dismissed).
|
||
- **Effort:** 2 hr · **Owner:** me · **Deps:** none
|
||
|
||
#### M-26 · ENG-5 · Harvest-first onboarding (depends on [M]-08)
|
||
- Covered by M-10 if [M]-08 says harvest-first.
|
||
|
||
#### M-27 · ENG-6 · Memory Score / Brain Health metric
|
||
- Metric: (frames × 0.3) + (concepts × 0.4) + (entities × 0.3), normalized.
|
||
- Display in dashboard + status bar.
|
||
- **Verify:** Vitest for metric fn. Playwright — metric displays with correct value given stubbed data.
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** none
|
||
|
||
#### M-28 · ENG-7 · Suggested next actions after assistant response
|
||
- Generate 2-3 suggested follow-ups from the last assistant message.
|
||
- Render as chips under the message.
|
||
- **Verify:** Playwright — message appears → chips render → click → fills chat input.
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** none
|
||
|
||
### Block M8 — Infra polish (3 items)
|
||
|
||
#### M-29 · CR-1 · MS Graph OAuth connector
|
||
- Connector for email / calendar / files.
|
||
- OAuth device-code flow (Marko's Microsoft 365 account).
|
||
- Harvest adapter writes frames from calendar events, recent emails, Drive files.
|
||
- **Verify:** Integration test against live MS Graph with test account. Frames written + dedup.
|
||
- **Effort:** 2-3 days · **Owner:** me · **Deps:** none
|
||
|
||
#### M-30 · CR-3 · KG Viewer top-5 demo gaps
|
||
- Loading state, error state, export-PNG, touch gesture support, legend.
|
||
- **Verify:** Playwright — load → see loading → data arrives → export PNG downloads.
|
||
- **Effort:** 4-6 hr · **Owner:** me · **Deps:** none
|
||
|
||
### Block M9 — Content polish (2 items)
|
||
|
||
#### M-31 · CR-4 · Demo video script (90s + 5min)
|
||
- 90s: harvest → wiki → insight loop, one ohshit moment.
|
||
- 5min: the same + governance + teams + KVARK bridge.
|
||
- **Verify:** Marko approval on script. Stored at `docs/marketing/demo-video-script.md`.
|
||
- **Effort:** 1 day · **Owner:** me · **Deps:** none
|
||
|
||
#### M-32 · CR-5 · LinkedIn launch posts (3-post sequence)
|
||
- Post 1 (T-14d): "Why we built Waggle" narrative.
|
||
- Post 2 (T-3d): "What's about to drop" + paper teaser.
|
||
- Post 3 (Launch day): "It's live" + download link + proof summary.
|
||
- **Verify:** Stored at `docs/marketing/linkedin-launch-sequence.md`. Marko approves + schedules.
|
||
- **Effort:** 4 hr · **Owner:** me · **Deps:** [M]-09 peer reviewer context, [M]-10 launch date
|
||
|
||
### Block M11 — Strategic documentation (2 items, new from v2 brief)
|
||
|
||
#### M-49 · KVARK model strategy documentation
|
||
- Document **Qwen3-30B-A3B-Thinking** as KVARK analytical default (per PA v5 data: +26.7pp on compare-type tasks with PA enabled).
|
||
- Document **Opus 4.7** as reserved tier for multilingual / high-accuracy requests.
|
||
- Reference PA v5 cost-performance advantage (60x) where applicable.
|
||
- File: `docs/KVARK-MODEL-STRATEGY.md` (new). Cross-link from `docs/kvark-http-api-requirements.md`.
|
||
- **Verify:** Doc committed. CLAUDE.md §9 KVARK Integration references the new doc.
|
||
- **Effort:** 2 hr · **Owner:** me · **Deps:** none
|
||
|
||
#### M-50 · Canonical "cognitive layer" thesis document
|
||
- File: `docs/THESIS-COGNITIVE-LAYER.md` (new), 600-800 words.
|
||
- Precision framing: "cognitive layer" (architectural category) NOT "conscious agent" (philosophical claim). Guard against marketing drift.
|
||
- Three pillars: (a) architecture — frame model, bitemporal KG, hybrid search, compliance-by-default; (b) empirical validation — PA v5 results + H-42/43/44 benchmark numbers when available; (c) real-world test — Waggle dogfooded by the team that built it.
|
||
- Serves as input for: launch blog post, pitch deck, Paper 1 intro, LinkedIn sequence (M-32).
|
||
- Draft by me, reviewed by Marko before committing.
|
||
- **Verify:** Doc committed with benchmark numbers plugged in from H-42 (if available) or placeholder + TODO marker.
|
||
- **Effort:** 3-4 hr · **Owner:** me + [M] review · **Deps:** H-42 results available (so we reference real numbers, not placeholders)
|
||
|
||
### Block M10 — PDF deferred items (21 items from PDF-E2E-ISSUES, non-P0 subset)
|
||
|
||
Grouped. P35/P36/P40/P41 are already H-02..H-05 above. Everything else here:
|
||
|
||
| ID | Item | Effort |
|
||
|---|---|---|
|
||
| M-33 | P4 · Mutation Gates + 3-level tool approval unified UX | 1 day |
|
||
| M-34 | P6 · Room 2-parallel-agents visualization verify | 4 hr |
|
||
| M-35 | P8 · Agents vs Personas naming unify (current partial) | 2 hr |
|
||
| M-36 | P10 · Bee-style per-agent icons (dark + light) | 1-2 days (design-heavy) |
|
||
| M-37 | P14 · Local browser multi-drive (C: support) | 1 day |
|
||
| M-38 | P15 · Create Template modal drag/overlap fix | 4 hr |
|
||
| M-39 | P16 · Files app local-folder create + explorer-style browse | 1-2 days |
|
||
| M-40 | P17 · App-wide hover tooltips on badges/options | 4-6 hr |
|
||
| M-41 | P18 · Waggle Dance real signal display | 4 hr |
|
||
| M-42 | P21 · Timeline wire to event stream | 4 hr |
|
||
| M-43 | P25 · Scheduled Jobs toggle persist after trigger | 2 hr |
|
||
| M-44 | P26 · New scheduled job creation UX clarity | 3 hr |
|
||
| M-45 | P29 · Skills & Apps cards clickable + detail cards | 4 hr |
|
||
| M-46 | P30 · MCP install CLI simplification | 4 hr |
|
||
| M-47 | P34 · Approvals app — move to Ops or delete (Marko picks) | 1 hr |
|
||
| M-48 | P39 · Status bar dynamic (model + folder) | 2 hr |
|
||
|
||
**Each gets: Read component → fix → Verify: Playwright test for the specific behavior + Vitest where logic changed.**
|
||
|
||
---
|
||
|
||
## LOW tier — post-launch OK (~40 items · ~15 eng days)
|
||
|
||
### Block L1 — Responsive gaps (5 items)
|
||
|
||
#### L-01 · R-1 · Dock power tier overflow <768px
|
||
- **Verify:** Playwright resize to 767px → dock scrolls or collapses gracefully.
|
||
- **Effort:** 2 hr · **Deps:** none
|
||
|
||
#### L-02 · R-2 · StatusBar narrow-viewport
|
||
- Hide non-essential items < 900px.
|
||
- **Verify:** Playwright resize → items hidden per spec.
|
||
- **Effort:** 2 hr · **Deps:** none
|
||
|
||
#### L-03 · R-3 · ChatApp session sidebar collapse
|
||
- Sidebar 192px → collapsible at narrow.
|
||
- **Verify:** Playwright resize → sidebar collapses to icon rail.
|
||
- **Effort:** 2 hr · **Deps:** none
|
||
|
||
#### L-04 · R-4 · OnboardingWizard template grid responsive
|
||
- 3 cols desktop → 2 cols tablet → 1 col mobile.
|
||
- **Verify:** Playwright at 3 breakpoints → correct col count.
|
||
- **Effort:** 1 hr · **Deps:** none
|
||
|
||
#### L-05 · R-5 · AppWindow default sizes for mobile
|
||
- Default window sizes exceed mobile viewport — adapt to max 90vw × 80vh on narrow.
|
||
- **Verify:** Playwright mobile viewport → window fits.
|
||
- **Effort:** 2 hr · **Deps:** none
|
||
|
||
### Block L2 — Accessibility A11Y-1..9 (9 items, 1 day total)
|
||
|
||
#### L-06 · A11Y-1 · BootScreen screen-reader skip announce — **Verify:** axe-core 0 violations · **Effort:** 30 min
|
||
#### L-07 · A11Y-2 · Dock 44×44 touch targets — **Verify:** measure in Playwright · **Effort:** 1 hr
|
||
#### L-08 · A11Y-3 · Window title-bar min/max button icons + labels — **Verify:** screen reader reads "Minimize"/"Maximize" · **Effort:** 30 min
|
||
#### L-09 · A11Y-4 · PersonaSwitcher aria-disabled on locked cards — **Verify:** axe + keyboard skip · **Effort:** 30 min
|
||
#### L-10 · A11Y-5 · Settings role="switch" + aria-checked on toggles — **Verify:** axe · **Effort:** 1 hr
|
||
#### L-11 · A11Y-6 · Dashboard health dots shape differentiation — **Verify:** colorblind simulation · **Effort:** 1 hr
|
||
#### L-12 · A11Y-7 · Chat feedback dropdown focus trap + arrow keys — **Verify:** keyboard-only navigation · **Effort:** 1 hr
|
||
#### L-13 · A11Y-8 · Global Search role="dialog" — **Verify:** axe · **Effort:** 30 min
|
||
#### L-14 · A11Y-9 · Memory importance slider aria-label — **Verify:** axe · **Effort:** 30 min
|
||
|
||
### Block L3 — Tech debt (from remaining-work memory)
|
||
|
||
#### L-15 · Remove old `app/` frontend
|
||
- Cleanup: `app/src/` is dead code per CLAUDE.md. Move anything still referenced to `apps/web/` and delete the dir.
|
||
- **Verify:** Full build green, all tests pass, `grep -r "from 'app/" apps/` returns 0.
|
||
- **Effort:** 4 hr · **Deps:** verify every `app/src` import is unused first
|
||
|
||
#### L-16 · ContextRail deeper integration
|
||
- Wire `setContextRailTarget` to FilesApp file click, Memory frame click, chat message click.
|
||
- **Verify:** Playwright — click each → ContextRail updates.
|
||
- **Effort:** 4 hr · **Deps:** none
|
||
|
||
#### L-17 · Scan for MOCK/stub/placeholder in production paths
|
||
- `grep -rn "MOCK:\|TODO:\|stub\|placeholder" packages/ apps/` — audit each hit.
|
||
- Remove or ticket follow-up for each.
|
||
- **Verify:** Grep returns only acceptable (test fixture) hits after cleanup.
|
||
- **Effort:** 0.5 day · **Deps:** none
|
||
|
||
#### L-18 · Agent native file access tools
|
||
- `read_file`, `write_file`, `search_files` tools wired to StorageProvider for all 3 storage types (virtual/local/team).
|
||
- **Verify:** Vitest for each tool × each storage. Integration test: agent uses tool in a real chat.
|
||
- **Effort:** 1 day · **Deps:** none
|
||
|
||
#### L-19 · TeamStorageProvider real S3/MinIO impl
|
||
- Currently stub per CLAUDE.md §2. Use `@aws-sdk/client-s3`.
|
||
- **Verify:** Integration test against MinIO Docker.
|
||
- **Effort:** 1 day · **Deps:** none
|
||
|
||
#### L-20 · File indexing for semantic search
|
||
- Workspace files auto-indexed into workspace mind on upload/change.
|
||
- **Verify:** Upload file → wait → search returns file content.
|
||
- **Effort:** 0.5 day · **Deps:** L-18
|
||
|
||
#### L-21 · Cross-workspace file read
|
||
- `read_other_workspace_file(workspace_id, path)` agent tool.
|
||
- Permission modal for first cross-read.
|
||
- **Verify:** Vitest for permission gate. Playwright modal on first cross-read.
|
||
- **Effort:** 4 hr · **Deps:** L-18, L-19
|
||
|
||
### Block L4 — Engagement advanced (from remaining-work P3)
|
||
|
||
#### L-22 · Memory bragging window (richer LoginBriefing)
|
||
- Upgrade M-25 to show concrete remembered facts per session.
|
||
- Optional: native desktop notification.
|
||
- **Verify:** Playwright — briefing card has ≥ 3 concrete recalled facts.
|
||
- **Effort:** 4 hr · **Deps:** M-25
|
||
|
||
### Block L5 — Minor PDF items (1 item)
|
||
|
||
#### L-23 · P39 · Status bar dynamic (moved here; Low priority tech-debt if not done in M)
|
||
- Already in M-48 above — keep single instance; list for cross-reference only.
|
||
|
||
---
|
||
|
||
## One-view master table (summary)
|
||
|
||
| ID | Tier | Category | Item | Owner | Effort | Deps |
|
||
|---|---|---|---|---|---|---|
|
||
| [M]-01 | — | Marko | Stripe products in dashboard | Marko | 1 hr | none |
|
||
| [M]-02..10 | — | Marko | Decisions + peer review + judge list | Marko | ~3 hr total | — |
|
||
| H-01 | HIGH | Polish | QW-3 skip boot | me | 15-30 min | — |
|
||
| H-02 | HIGH | Polish | P35 spawn-agent models | me | 2-3 hr | — |
|
||
| H-03 | HIGH | Polish | P36 dock spawn-agent | me | 1 hr | H-02 |
|
||
| H-04 | HIGH | Polish | P40 BootScreen light | me | 2 hr | — |
|
||
| H-05 | HIGH | Polish | P41 header text light | me | 30 min | H-04 |
|
||
| H-06 | HIGH | Polish | CR-2 token sweep | me | 2 hr | H-04, H-05 |
|
||
| H-07 | HIGH | GEPA | G4 trace outcomes | me | 0.5 d | — |
|
||
| H-08 | HIGH | GEPA | G2 override-aware loader | me | 2-4 hr | — |
|
||
| H-09 | HIGH | GEPA | G3 running-judge audit | me | 2-4 hr | — |
|
||
| H-10 | HIGH | GEPA | G1 evolution service + cron | me | 0.5-1 d | H-07 |
|
||
| H-11..20 | HIGH | Harvest | Phase 1 real-data harvest | me | ~3 d | [M]-01..03 (done), H-14 Cursor |
|
||
| H-21 | HIGH | Proofs | Phase 4 Memory Proof | me | 10 d | H-20, [M]-02 |
|
||
| H-22 | HIGH | Proofs | Phase 5 GEPA Proof | me | 18 d | H-07..10, H-20 |
|
||
| H-23 | HIGH | Proofs | Phase 5b Combined | me | 6 d | H-21, H-22 |
|
||
| H-24 | HIGH | Papers | Paper 1 Memory | me + [M]-09 | 3 d | H-21 |
|
||
| H-25 | HIGH | Papers | Paper 2 GEPA + Combined | me + [M]-09 | 3 d | H-22, H-23, [M]-06 |
|
||
| H-26..33 | HIGH | Stripe | Stripe integration (8 items) | me | ~2 d | [M]-01 for H-33 only |
|
||
| H-34 | HIGH | Launch | hive-mind extraction | me | 2-3 d | [M]-07 |
|
||
| H-35 | HIGH | Launch | Binary build + smoke | me | 1 d | H-01..10 |
|
||
| H-36 | HIGH | Launch | Clerk auth | me | 1 d | H-27 |
|
||
| H-37 | HIGH | Launch | Onboarding harvest-first | me | 4 hr | [M]-08 |
|
||
| H-38 | HIGH | Launch | Landing page polish | me | 4 hr | — |
|
||
| H-39 | HIGH | Launch | Windows signing scaffold | me | 3 hr | — |
|
||
| H-40 | HIGH | Launch | Mac notarize scaffold | me | 2 hr | — |
|
||
| H-41 | HIGH | Launch | Auto-updater signing | me | 3 hr | H-35 |
|
||
| **H-42** | **HIGH** | **Benchmarks** | **LoCoMo run — LAUNCH GATING** | me | 3-4 d | H-34 |
|
||
| **H-43** | **HIGH** | **Benchmarks** | **LongMemEval run — LAUNCH GATING** | me | 2-3 d | H-34 |
|
||
| **H-44** | **HIGH** | **Benchmarks** | **SWE-ContextBench run — strategic diff** | me | 3 d | H-34 |
|
||
| M-01 | MED | Polish | PersonaSwitcher two-tier | me | 0.5 d | — |
|
||
| M-02..06 | MED | Compliance | PDF + template system | me | 3.5 d | — |
|
||
| M-07..10 | MED | Harvest UX | SSE + resumable + ident + tile | me | 3 d | H-18 for M-09 |
|
||
| M-11..14 | MED | Wiki v2 | Incremental + Obsidian + Notion + health | me | 4 d | — |
|
||
| M-15..17 | MED | Installer | Ollama + HW scan + daemon | me | 2 d | — |
|
||
| M-18..21 | MED | UX | 4 medium UX fixes | me | 7 hr | — |
|
||
| M-22..28 | MED | Engagement | 7 engagement features | me | 4 d | [M]-08 for M-26 |
|
||
| M-29 | MED | Infra | MS Graph OAuth | me | 2-3 d | — |
|
||
| M-30 | MED | Infra | KG Viewer polish | me | 4-6 hr | — |
|
||
| M-31..32 | MED | Content | Demo video + LinkedIn posts | me | 1.5 d | [M]-09, [M]-10 |
|
||
| **M-49** | **MED** | **Docs** | **KVARK model strategy doc** | me | 2 hr | — |
|
||
| **M-50** | **MED** | **Docs** | **Cognitive layer thesis doc** | me + [M] | 3-4 hr | H-42 |
|
||
| M-33..48 | MED | PDF def | 16 deferred PDF items | me | ~5 d | — |
|
||
| L-01..05 | LOW | Responsive | 5 responsive fixes | me | 9 hr | — |
|
||
| L-06..14 | LOW | A11Y | 9 A11Y items | me | 1 d | — |
|
||
| L-15..21 | LOW | Tech debt | 7 tech-debt items | me | 3 d | — |
|
||
| L-22 | LOW | Engagement | Bragging window | me | 4 hr | M-25 |
|
||
|
||
**Totals (v2):**
|
||
|
||
| Tier | Items | Eng days | Notes |
|
||
|---|---|---|---|
|
||
| Marko | 12 ([M]-01..14 with [M]-07/11 locked) | ~3 hr + decisions | Blocks some H-items |
|
||
| HIGH | 44 (added H-42/43/44) | ~58 | Includes 13d proofs + 8-10d benchmarks |
|
||
| MEDIUM | 50 (added M-49/M-50) | ~26 | Parallelizable |
|
||
| LOW | 22 | ~15 | Post-launch OK |
|
||
| **Total** | **~128** | **~102 days** (cal **~8-10 wk** parallel, gated by benchmark outcome) |
|
||
|
||
**Calendar range now 8-10 weeks** (vs v1 estimate 7-8 weeks). Wider range reflects benchmark gating — Scenario A could finish at the low end; Scenario B with a tuning iteration pushes to the high end; Scenario C opens an architecture investigation that could extend further.
|
||
|
||
---
|
||
|
||
## Critical path (v2 — SOTA-gated)
|
||
|
||
**Launch is no longer on a fixed date.** Launch is gated by benchmark outcomes per [M]-07.
|
||
|
||
```
|
||
[M]-01 Stripe products ──┐
|
||
├─► H-26..33 Stripe integration (2d)
|
||
│
|
||
H-01..06 Polish A+B (1.5d) ──┐
|
||
│
|
||
H-07..10 GEPA wiring (2d) ────┤
|
||
│
|
||
H-14 Cursor adapter (1d) ──┐ │
|
||
├──► H-11..20 Phase 1 Harvest GATE (3d)
|
||
[M]-02..03 exports (done) ─┘ │
|
||
│
|
||
├──► H-21 Phase 4 Memory Proof (10d) ────► H-24 Paper 1
|
||
│
|
||
├──► H-22 Phase 5 GEPA Proof (18d) ──────► H-25 Paper 2
|
||
│ ↑
|
||
└──► H-23 Phase 5b Combined (6d) ──────────┘
|
||
|
||
H-34 hive-mind extraction (5-10d) ──► Block H12 LAUNCH GATE
|
||
├─► H-42 LoCoMo (3-4d) ◄── SOTA gate
|
||
├─► H-43 LongMemEval (2-3d)
|
||
└─► H-44 SWE-ContextBench (3d)
|
||
│
|
||
▼
|
||
[Scenario A / B / C decision]
|
||
│
|
||
A / B-acceptable / B+SWE-top3 win
|
||
│
|
||
▼
|
||
H-35..41 Launch prep (parallel) ──────► LAUNCH (synchronized: hive-mind OSS + Waggle beta + papers + LinkedIn)
|
||
M-49/M-50 strategic docs ─────────────►
|
||
M-31/M-32 demo video + LinkedIn ──────►
|
||
```
|
||
|
||
**Longest chain (v2):** H-34 (5-10d) → H-42 (3-4d) → optional tuning iteration (0-5d) → H-43/H-44 (3d parallel) → H-35..H-41 launch prep (parallel) = **12-25 days post-harvest** depending on scenario.
|
||
|
||
**Papers (H-24/H-25) still write in parallel** with the benchmark block and launch prep — no longer on critical path for launch go/no-go, but required for launch narrative completeness.
|
||
|
||
---
|
||
|
||
## Sprint discipline
|
||
|
||
1. **One commit per item.** Tree clean between items.
|
||
2. **Test gate enforced per CLAUDE.md §3:** `npx tsc --noEmit` + `npm run test -- --run` + `npm run lint` green before next item.
|
||
3. **PostToolUse hooks auto-run** (Prettier, tsc, console.log scan).
|
||
4. **Playwright regression** on UI items.
|
||
5. **Vitest per item** for logic changes.
|
||
6. **No stacked WIP.** Next item starts only after current passes Verify.
|
||
7. **Blockers surface immediately** — if an item hits an unexpected blocker, stop + update this doc, don't hack around.
|
||
|
||
---
|
||
|
||
## Recommended execution sequence (v2 — SOTA-gated)
|
||
|
||
**Day 1 (today — alignment + Phase A close + Phase B start):**
|
||
- v2 backlog alignment ✅ this commit
|
||
- Pricing tier-rename fix (useBilling + SettingsApp + TeamGovernanceApp) — part of this commit
|
||
- H-01 QW-3 Playwright regression (code already correct at `Index.tsx:15-17`)
|
||
- H-02 P35 spawn-agent (2-3h) → H-03 P36 dock icon (1h) → commit
|
||
- H-04 P40 → H-05 P41 → H-06 CR-2 light mode sweep → commit
|
||
- [M]-01 Stripe products in Stripe dashboard (guided with Marko, parallel)
|
||
|
||
**Day 2:**
|
||
- H-26..H-28 Stripe webhook + tier mapping + upgrade flow UI
|
||
- H-07 G4 trace outcomes (0.5d)
|
||
- Start H-08 G2 override loader
|
||
|
||
**Day 3:**
|
||
- Finish H-08, H-09 G3 running-judge audit
|
||
- H-10 G1 evolution service + cron
|
||
- Full GEPA closure test pass (all 4 gaps verified)
|
||
|
||
**Day 4:**
|
||
- H-14 Cursor adapter
|
||
- H-12, H-13 Claude + Gemini imports (exports already on disk)
|
||
- H-11 Re-harvest Claude Code
|
||
|
||
**Day 5:**
|
||
- H-17 cognify → H-18 identity → H-19 wiki compile
|
||
- H-20 GATE check (frames ≥ 10K, dedup verified)
|
||
- **Start H-34 hive-mind source extraction** (5-10 day wall time — locked, don't rush)
|
||
- Start H-21 Phase 4 Memory Proof in parallel
|
||
|
||
**Week 2-3:** H-34 extraction continues. H-21 Memory Proof runs (10d). H-22 Phase 5 GEPA Proof starts (18d). H-31..33 Stripe completes once [M]-01 Stripe products land.
|
||
|
||
**Week 3-4:** H-34 complete → **Block H12 benchmarks in parallel** (H-42 LoCoMo + H-43 LongMemEval + H-44 SWE-ContextBench). H-22 GEPA Proof continues.
|
||
|
||
**Week 4-5:** Benchmark results analyzed. **Scenario A/B/C decision.** If A: launch prep aggressive. If B: optional tuning iteration (≤ 5 days). If C: architecture investigation, re-plan.
|
||
|
||
**Week 5-6:** H-35..41 launch prep (parallel with H-23 Combined + H-24/H-25 paper drafts). M-49 KVARK model strategy. M-50 cognitive layer thesis (after H-42 numbers available). M-31/M-32 demo video + LinkedIn sequence draft.
|
||
|
||
**Week 6-7:** Peer review loop ([M]-09). Marko approvals + final polish.
|
||
|
||
**Week 7-10:** Launch window opens once H-42/H-43/H-44 meet gate criteria + binary signed + landing ready + papers reviewed. **Actual launch date = earliest date where benchmark results clear the gate AND all launch-prep items are done.**
|
||
|
||
---
|
||
|
||
## Related docs (superseded)
|
||
|
||
- `docs/plans/POLISH-SPRINT-2026-04-18.md` — phased polish (absorbed)
|
||
- `docs/plans/BACKLOG-CONSOLIDATED-2026-04-17.md` — consolidated (absorbed)
|
||
- `docs/plans/PDF-E2E-ISSUES-2026-04-17.md` — PDF triage (absorbed)
|
||
- `docs/plans/BACKLOG-FULL-2026-04-18.md` — intermediate consolidation (absorbed)
|
||
- `docs/HIVE-MIND-INTEGRATION-DESIGN.md` — detail for H-34
|
||
- `docs/UX-ASSESSMENT-2026-04-16.md` — UX findings source
|
||
- `docs/test-plans/*.docx` — Phase 4/5/5b protocols (detail for H-21..H-23)
|
||
- `docs/REMAINING-BACKLOG-2026-04-16.md` — 2026-04-16 master snapshot
|