waggle-os/docs/production-readiness/01B-DEPLOYMENT_PHASES.md

Phase 1B: Deployment, Phases & PM Features Audit

Historical snapshot — superseded. This report records evidence as of 2026-03-20 and is not current launch authority. See 09-LAUNCH_RECOMMENDATION.md for the current Windows-first Solo scope, external gates, and recommendation.

Date: 2026-03-20 Auditor: Claude (automated analysis) Scope: Wave 9D (Deployment), Phase 7 (KVARK), Phase 8 status, PM Features (6)

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Wave 9D: Deployment (7 slices)

Slice	Description	Status	Evidence	Gaps
9D-1	Tauri Windows build config	DONE	app/src-tauri/tauri.conf.json — NSIS installer configured: "targets": ["nsis"], install mode currentUser, installer icon, English language. Resources bundled via "resources": ["resources/*"].	No MSI target (NSIS only). No WiX installer alternative for enterprise IT deployment.
9D-2	Tauri macOS build config	NOT STARTED	tauri.conf.json has no DMG section, no macOS-specific bundle config, no universal binary settings, no code signing placeholders. No Cargo.toml found in app/src-tauri/.	Missing: DMG target, universal binary (aarch64 + x86_64), code signing identity placeholder, notarization config, entitlements file.
9D-3	npx waggle launcher	DONE	packages/launcher/package.json — "bin": { "waggle": "./src/cli.ts" }, name "waggle". CLI entry point at packages/launcher/src/cli.ts with --port, --skip-litellm, --no-open flags. Opens browser on start.	bin points to .ts file directly (requires tsx at runtime). No pre-compiled JS entry point for npx distribution. No prepublishOnly build script.
9D-4	Web frontend prod build	PARTIAL	app/vite.config.ts — output to dist/, source maps enabled, @tauri-apps/* marked as external. Rollup handles Tauri API conditionals. Dockerfile runs cd app && npm run build.	Tauri packages are excluded via external — good for Tauri mode, but web-only mode needs runtime guards or stubs. No explicit define for __TAURI__ environment detection.
9D-5	Docker Compose	DONE	docker-compose.production.yml — 3 services (waggle, postgres:16-alpine, redis:7-alpine). Health checks on all services. Named volumes for persistence. Environment variables for API keys. Dockerfile is a proper multi-stage build (node:20-alpine builder + production).	No TLS/HTTPS configuration. No resource limits (memory, CPU). No log rotation config.
9D-6	Render blueprint	DONE	render.yaml — web service (node runtime, starter plan), managed PostgreSQL, managed Redis. Health check on /health. 10GB persistent disk. Auto-deploy enabled. All required env vars listed with sync: false for secrets.	Plan is starter (may be insufficient for production load). No scaling config. No custom domain setup.
9D-7	Auto-update	PARTIAL	tauri.conf.json plugins section has "updater" with endpoint pointing to https://github.com/marolinik/waggle/releases/latest/download/latest.json.	pubkey is empty string — updates won't verify without a signing key. No frontend UI for update notifications found. No Tauri updater plugin usage in frontend code.

Wave 9D Summary

• Done: 3/7 (Docker Compose, Render blueprint, npx launcher)
• Partial: 2/7 (Web frontend prod build, Auto-update)
• Not Started: 1/7 (macOS build config)
• Done but with gaps: 1/7 (Windows build config)

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Phase 7: KVARK Integration Status

Source Files

File	Path	Lines	Status
kvark-types.ts	packages/server/src/kvark/kvark-types.ts	203	REAL — Full TypeScript types verified from KVARK Pydantic DTOs. Covers: auth, search, document ask, feedback, governed actions, chat SSE events, 5 typed error classes.
kvark-auth.ts	packages/server/src/kvark/kvark-auth.ts	107	REAL — JWT login, token caching, auto-invalidation on 401. Injectable fetch for testing.
kvark-client.ts	packages/server/src/kvark/kvark-client.ts	217	REAL — Full HTTP client: search, askDocument, feedback, action, ping. 401 retry logic. Timeout handling. Proper error classification (auth/404/501/5xx).
kvark-config.ts	packages/server/src/kvark/kvark-config.ts	45	REAL — Loads KVARK connection config from Waggle vault (kvark:connection key).
index.ts	packages/server/src/kvark/index.ts	24	Barrel export — re-exports all types and classes.

Test Files

Test File	Path	Coverage
kvark-client.test.ts	packages/server/tests/kvark/kvark-client.test.ts	Mocked fetch: search, askDocument, ping, error handling, 401 retry
kvark-auth.test.ts	packages/server/tests/kvark/kvark-auth.test.ts	Login, token caching, invalidation
kvark-config.test.ts	packages/server/tests/kvark/kvark-config.test.ts	Vault config loading
kvark-types.test.ts	packages/server/tests/kvark/kvark-types.test.ts	Type/error class verification
kvark-integration-smoke.test.ts	packages/server/tests/kvark/kvark-integration-smoke.test.ts	Full chain: vault config -> client -> auth -> tools -> output (mocked HTTP)
kvark-wiring.test.ts	packages/server/tests/kvark/kvark-wiring.test.ts	Wiring verification

Agent-Side KVARK Integration

Component	Path	Status
kvark-tools.ts	packages/agent/src/kvark-tools.ts	REAL — kvark_search and kvark_ask_document agent tools. Interface-based dependency (KvarkClientLike). Structured result parsing with attribution.
combined-retrieval.ts	packages/agent/src/combined-retrieval.ts	REAL — Milestone B combined retrieval engine. Merges workspace memory + personal memory + KVARK results. Source attribution, conflict detection, graceful KVARK degradation.

KVARK Wiring Status

Milestone	Description	Status	Evidence
A: Retrieval Bridge	Client, auth, config, kvark_search/kvark_ask tools	DONE	5 source files, 6 test files, all real implementations
B: Combined Retrieval	Memory + KVARK merge, source attribution	DONE	combined-retrieval.ts implements merge engine with conflict detection
C: Feedback Loop	kvark_feedback tool	DONE	KvarkClient.feedback() implemented, KvarkFeedbackRequest/Response types present
D: Governed Actions	kvark_action tool, connector awareness	DONE	KvarkClient.action() implemented with governance payload, KvarkActionRequest/Response types
E: Product Hardening	UI, error handling, integration tests	PARTIAL	Integration smoke test exists. Error handling robust (5 typed error classes). No KVARK UI in frontend. KvarkClient is NOT wired into server index.ts.

Phase 7 Assessment

Milestone A-D: COMPLETE. All client-side code, types, and tools are real implementations with tests. Milestone E: PARTIAL. The KvarkClient is not imported or instantiated in packages/server/src/local/index.ts — it exists as library code but is not wired into the running server. No KVARK-specific UI components found in the frontend. The marketplace route checks getKvarkConfig() for enterprise packs, which is the only live KVARK reference in server routes.

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Phase 8: Activate, Execute, Harden

Design Spec

No Phase 8 design spec found at the expected path (docs/superpowers/specs/2026-03-18-phase8-activate-execute-harden-design.md). However, two Phase 8 review documents confirm waves 8A-8D were implemented:

• docs/phase8-review-findings.md — Code review of 73 files, 11,498 lines across 8A-8D
• docs/phase8-simplification-report.md — Clean bill of health, no dead code

Wave Status

Wave	Description	Status	Evidence
8A	Activate the Arsenal (marketplace, auto-routing, agent intelligence)	DONE	packages/marketplace/src/security.ts — SecurityGate with 4-layer verification (Gen Trust Hub, Cisco Scanner, MCP Guardian, heuristics). Enterprise packs gated by KVARK config.
8B	Tool Parity + Extensions (LSP, browser, enhanced tools)	DONE	packages/agent/src/browser-tools.ts, packages/agent/src/lsp-tools.ts, packages/agent/src/cli-tools.ts all exist in agent src directory.
8C	Execution Layer (connector SDK, core connectors, CLI-Anything)	DONE	packages/agent/src/connector-sdk.ts, packages/agent/src/connector-registry.ts, 28 connectors in packages/agent/src/connectors/ (GitHub, Slack, Jira, Email, GCal, Discord, Linear, Asana, Trello, Monday, Notion, Confluence, Obsidian, HubSpot, Salesforce, Pipedrive, Airtable, GitLab, Bitbucket, Dropbox, Postgres, Gmail, Google Docs/Drive/Sheets, Composio, MS Teams, Outlook, OneDrive). Phase 8 review confirms all critical security findings FIXED.
8D	Swarm & Parallel (Waggle Dance live, parallel workspaces)	DONE	packages/waggle-dance/ package with protocol, dispatcher, and hive-query modules. packages/worker/src/handlers/waggle-handler.ts for worker dispatch. Integration + dispatcher tests present.
8E	Harden & Ship (E2E scenarios, benchmarks, installer, regression)	PARTIAL	NSIS installer configured. Regression test exists (app/tests/e2e/regression.test.ts). No benchmark framework found. Phase 8 review doc confirms code review completed.
8F	UI/UX Overhaul (shadcn/ui, surface hidden features)	EVIDENCE UNCLEAR	No explicit Phase 8F marker. shadcn/ui components present in app/src/components/ui/ (Card, etc.) but unclear if this was Phase 8F work or pre-existing.
8G	Fortify (code review, security audit, dependency cleanup)	DONE	docs/phase8-review-findings.md documents 73-file review. All Critical and High findings FIXED (URL path encoding, approval gate bypass, Map mutation, orphaned vault entries, sequential strategy output, coordinator synthesis). docs/phase8-simplification-report.md confirms clean code.

Phase 8 Assessment

Waves 8A-8D: CONFIRMED COMPLETE by code review docs (73 files, 11,498 lines). Wave 8E: PARTIAL — installer present, regression test exists, but no benchmark suite. Wave 8F: UNCLEAR — evidence of shadcn/ui components but no explicit Phase 8F tracking. Wave 8G: COMPLETE — comprehensive security review with all critical/high findings resolved.

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PM Features (6)

#	Feature	Status	Evidence	Gaps
PM-1	Workspace Templates	DONE	packages/server/src/local/routes/workspace-templates.ts — 6 built-in templates (Sales Pipeline, Research Project, Code Review, Marketing Campaign, Product Launch, Legal Review). Each template defines persona, connectors, suggested commands, and starter memory. GET/POST endpoints. packages/ui/src/components/workspace/CreateWorkspaceDialog.tsx supports "Use template" mode with template picker.	No template deletion endpoint. No template preview/edit UI.
PM-2	GDPR Export	DONE	packages/server/src/local/routes/export.ts — POST /api/export generates a ZIP containing: memories (personal + workspace frames as JSON), sessions (as markdown transcripts), workspace configs, settings (API keys masked), vault metadata (names only, NO secret values), telemetry. Uses archiver for ZIP creation.	No UI button found for triggering export. No data deletion endpoint ("right to erasure"). No export progress indicator.
PM-3	Session Replay	DONE	packages/ui/src/components/events/SessionTimeline.tsx — clickable vertical timeline of tool events with timestamps, tool name, status dot, duration. Expand to see full input/output as JSON. Sub-agent calls render as nested child events. app/src/views/EventsView.tsx wraps it with "live" vs "replay" tab toggle. Session list loaded from /api/workspaces/:id/sessions.	Timeline is tool-event focused, not a full conversational replay (no message text in timeline).
PM-4	Cost Dashboard	DONE	app/src/components/cockpit/CostDashboardCard.tsx — full-featured cost card: today's token usage (input/output/cost), daily budget alert with progress bar, 7-day trend bar chart, per-workspace breakdown (top 5), all-time totals. packages/server/src/local/routes/cost.ts — REST API with /api/cost/summary and /api/cost/by-workspace. packages/agent/src/cost-tracker.ts tracks per-turn usage.	Costs are estimates (acknowledged in UI disclaimer). Data resets on server restart (in-memory only). No historical cost persistence.
PM-5	Backup/Restore	DONE	packages/server/src/local/routes/backup.ts — 3 endpoints: POST /api/backup (create encrypted archive), POST /api/restore (restore from archive, supports preview mode), GET /api/backup/metadata (last backup info). AES-256-GCM encryption using vault key. Gzip compression. .waggle-backup file format with magic header. Path traversal prevention. Conflict detection. Excludes marketplace.db (auto-resyncs).	No scheduled/automatic backups. No UI for backup/restore in Settings. Unencrypted fallback when no vault key exists.
PM-6	Offline Mode	DONE	packages/server/src/local/offline-manager.ts — OfflineManager class with periodic LLM health checks (30s default), offline state tracking, persistent message queue. Emits SSE notifications on state transitions ("Back online" / "Offline"). packages/server/src/local/routes/offline.ts — 5 REST endpoints (status, queue CRUD). app/src/App.tsx polls /api/offline/status and passes offline state to UI.	No offline indicator component visible in main UI. Message queue replay is manual (no auto-send on reconnect). Health check probes LLM endpoint only, not local services.

PM Features Summary

• All 6 PM features: DONE with server-side implementations
• Common gap: Several features have API routes but limited or missing frontend UI integration (GDPR export button, backup/restore settings panel, offline indicator)

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Cross-Cutting Findings

Critical Gaps

1. macOS deployment entirely missing — No DMG, no code signing, no universal binary, no notarization. Cannot ship to macOS users.
2. Auto-update pubkey empty — Tauri updater is configured but pubkey: "" means updates cannot be verified. Must generate and embed a signing key before release.
3. KVARK not wired into running server — All Milestone A-D code exists as library code but KvarkClient is never instantiated in the server boot path. Enterprise users cannot use KVARK search.
4. npx waggle bin points to .ts — The launcher package bin field points to ./src/cli.ts which requires tsx runtime. This will fail for users who run npx waggle without tsx installed globally.

Notable Strengths

1. 28 connectors implemented — Far exceeding the "5 core" target from the V1 plan.
2. Docker production setup is solid — Multi-stage Dockerfile, health checks on all services, proper volume management.
3. Backup/restore uses AES-256-GCM — Enterprise-grade encryption for data portability.
4. Cost tracking is comprehensive — Per-workspace breakdown, budget alerts, 7-day trends.
5. Phase 8 security review completed — All critical and high findings resolved.

Recommendations for V1 Ship

1. Generate Tauri updater signing key and embed pubkey
2. Add macOS bundle config (DMG + code signing) or explicitly defer to V1.1
3. Wire KvarkClient into server index.ts or document KVARK as V1.1
4. Add prepublishOnly build script to launcher package to compile TS -> JS
5. Add frontend UI for GDPR export, backup/restore, and offline indicator
6. Persist cost data to SQLite to survive server restarts