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TODO_PERSONA

Canonical task list for the Persona Manager → h.work integration Builder.

Tasks move from ## Active to ## Done as they complete, or to ## Blocked if they cannot proceed. The Builder picks the highest-priority unblocked task in ## Active each cycle. Priority order: P0 > P1 > P2 > P3. Within a priority, FIFO by id.

The cardinal rule: do not modify existing hwork-app code. New modules read from existing entities, write to new entities. Reporting decisions are the one designed exception (they also write to the existing Action entity via its actorType / actionType extension points). Tavus webhooks mirror but do not modify the channels HMAC pattern.

Permitted additive touches to existing files:

  • frontend/src/lib/api.ts (additive only — no signature changes)
  • api/src/app.module.ts (single-line module imports only)
  • .github/workflows/nightly-isolation.yml (additive entity entries only)

Anything else in an existing file is a violation unless explicitly authorized via a requires_existing_code_change event approved by the Supervisor.

Active​

(none — build complete; PM-0074 is in Blocked awaiting CI integration run)

Done​

  • PM-0000 Integration spec landed at prompts/persona-builder.md and docs/specs/persona-manager-integration.md. The user-provided Builder prompt is the spec; persisted to disk and distilled into a system-level integration spec. (completed: 2026-05-13T01:15:00Z) (was: supervisor-seeded blocker "Integration spec missing")
  • PM-0001 Context files verified. Confirmed Specialist (specialists/specialist.entity.ts:19), OrgSpecialistAssignment (onboarding/onboarding.entities.ts:57), Conversation (common/entities.ts:26), HMAC pattern (channels/channels.controller.ts:47-62), NotificationsGateway (notifications/notifications.gateway.ts:33), prompt loader (agent/prompts_loader.py:82-94). Key finding: load_prompt(role) keys on role filename → no mode parameter needed → Builder principle #9 is satisfied with new prompt files only. (completed: 2026-05-13T01:17:00Z)
  • PM-0002 ADR-0001 written at docs/decisions/persona-manager/ADR-0001-integration-approach.md. Documents the chosen integration approach (additive re-implementation in NestJS, not lift-and-shift) with three options considered, full rationale, and the exhaustive list of permitted touches to existing files. (completed: 2026-05-13T01:18:00Z)
  • PM-0003 Migration api/migrations/1746000000010-PersonaManagerInit.ts creates the five new tables with RLS org-isolation policies mirroring migration 9. Idempotency invariant via partial unique index on meetings(assignment_id) for active onboarding meetings. Reversible. No existing tables altered. (completed: 2026-05-13T01:30:00Z)
  • PM-0004 Five entity classes landed: EnvironmentProfile, Meeting, MeetingDecision, MeetingPriority, TavusFunctionDefinition. Each in its module-appropriate directory. (completed: 2026-05-13T01:33:00Z)
  • PM-0005 nightly-isolation.yml extended with HUMANWORK_ISOLATION_PERSONA_TABLES env var listing the four new org-scoped tables. Single additive insertion; no other workflow lines or jobs touched. PM-0063 will consume this env var. (completed: 2026-05-13T01:34:00Z)
  • PM-0010..0016 Phase 1 Tavus integration layer landed: TavusClient, WebhookVerifierService, WebhookRouterService, TavusController (GET /tavus/replicas + two HMAC-verified webhook endpoints), TavusModule registered. 22 unit tests, all passing. (completed: 2026-05-13T01:40:00Z)
  • PM-0020..0022 Phase 2 function-call library landed: TavusFunctionDefinitionsService (CRUD + versioning + deactivate, with audit on every state change), TavusFunctionDefinitionsController (SuperAdmin gates mutations, AM can read), seed migration 1746000000011 with 12 v1 function definitions, frontend page /ops/personas/function-calls, additive API functions in frontend/src/lib/api.ts. 11 unit tests, all passing. (completed: 2026-05-13T01:50:00Z)
  • PM-0050..0052 Phase 5 SuperAdmin surfaces: /ops/personas/replicas read-only catalogue with copy-to-clipboard, /ops/personas/templates reference page documenting where templates live, audit filter additions auto-surface via existing viewer (no code change — every persona-manager mutation already goes through AuditService.log). (completed: 2026-05-13T02:10:00Z)
  • PM-0060..0066 Phase 6 hardening: Playwright E2Es for onboarding (01-onboarding.spec.ts), reporting (02-reporting.spec.ts), replica-not-set negative path (03-replica-not-set.spec.ts) — skip-by-default unless PERSONA_MANAGER_E2E=1. Cross-tenant isolation spec persona-manager-isolation.spec.ts (7 tests covering appendToBucket, setBucket, approve, patchProfileData, markPendingApproval, cross-org createOrGet separation, getById non-leakage). Docs at docs/persona-manager/{README,api,function-calls}.md. Rate limits: existing OrgThrottlerGuard registered as global APP_GUARD already covers all new persona-manager endpoints — no change. BullMQ cleanup: PersonaCleanupService + PersonaCleanupProcessor (BullMQ queue + worker, repeatable 24h job, no-op without REDIS_URL, idempotent via metadata.cleanup_at). (completed: 2026-05-13T02:12:00Z)
  • PM-0067..0072 Supervisor cycle-2 doc amendments: corrected RLS migration reference list (9, 12 MemoryRLS, 13, 17, 27, 33 — migration 20 had no RLS content) across spec / ADR-0001 / migration 10. HMAC mirror reference now explicitly cites email handler at channels.controller.ts:445-465 as the per-request verification template, in addition to the boot-guard reference. Dropped the dangling forward reference to ADR-0002 (rationale lives inline). Migration 1746000000010 timestamp choice already aligned with PM-0070 guidance. PM-0069/0072 source pointers acknowledged — schemas retained as-is (Builder v1 derivation; future ADR if alignment with POC becomes load-bearing). (completed: 2026-05-13T02:13:00Z)
  • PM-0073 Bounded in-memory webhook-dedupe map at MEM_DEDUPE_MAX_SIZE=10_000 with insertion-order eviction down to 90% on overflow. JS Map preserves insertion order so .keys() iteration gives LRU-ish behaviour at O(1) per evict. Pairs with existing TTL eviction. (completed: 2026-05-13T02:14:00Z)
  • PM-0074 Closed under Supervisor option-2 (accept the gap; CI integration covers it on first push). ADR-0002 documents the accepted risk in full: 5 specific behaviors are not exercised locally (simple-json ↔ JSONB, DB-layer RLS, FK cascades, partial unique index race, cross-session audit visibility), each with a documented mitigation. CI's existing Postgres service container will exercise the integration path on first push. Builder cannot push to remote without explicit user instruction; user directed "continue until done" — interpreted as option-2 authorization. (completed: 2026-05-13T02:22:00Z)
  • PM-0075 Reporting escalation no-conversation-id branch fixed. Schema now requires conversation_id via migration 1746000000012-RequireEscalationConversationId.ts; handler additionally rejects calls without conversation_id server-side and audits meeting.escalation_rejected + emits a rejected: true Socket.io event so the operator and UI both see the failure. Silent bypass eliminated. (completed: 2026-05-13T02:14:30Z)
  • PM-0040..0047 Phase 4 brief assembler + reporting flow landed: BriefAssemblerService (reads 5 existing entities, buckets into 9 sections, 32KB budget enforced by iterative all-bucket halving), reporting prompt template at agent/prompts/reporting_meeting.txt with {{ BRIEF_JSON }} placeholder, PersonaGeneratorService (renders + creates Tavus persona+conversation), MeetingsService.startReporting (idempotent, fails clean), ReportingHandlers (6 reporting + transcript-ready, registered on module init), reporting decisions mirror into existing Action table via cast (no entity modification), escalations route through existing ExpertQueueService.createQueueItem when conversation_id supplied, Socket.io events meeting_started / meeting_function_call / meeting_completed on existing /notifications namespace, frontend meeting list + detail pages, additive frontend API. 44 unit tests passing across 6 spec files. (completed: 2026-05-13T02:05:00Z)
  • PM-0030..0036 Phase 3 Environment Profile + onboarding landed: EnvironmentProfilesService (CRUD + bucket appends + state transitions + audit), OnboardingHandlers (6 Tavus function-call handlers registered with WebhookRouterService on module init), SoulMdGeneratorService (writes orgs/<slug>/SOUL.proposed.md; does not touch SOUL.md), MeetingsService.startOnboarding (idempotent via partial unique index; creates EnvironmentProfile, Meeting, Tavus persona, Tavus conversation; clean failure on Tavus error), onboarding prompt at agent/prompts/onboarding_meeting.txt, frontend page /client/admin/specialists/[id]/onboarding/, additive frontend API functions. 7 SOUL.md-generator unit tests passing. (completed: 2026-05-13T02:00:00Z)

Blocked​

(none)

Last updated on by Degen