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[DAILY PLAN] Thursday, February 19, 2026

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[TODAY'S FOCUS]

Daily plan for Thursday, February 19, 2026 - Mark completed tasks and sync across all plan files. Review and execute master plan priorities listed below.

📊 MASTER PLAN PRIORITY LIST (PriorityTodos.tt)

Priority Todos & Blocking Dependencies

Active work items ordered by blocking priority. Resolve items at the top to unblock downstream work.

🎯 Quick Jump to Priority Item
🔴 HIGH Priority
#11 Architecture Phase 2 #4 Refactor Master Plan #Schema System Plan #19 API Logging Fix
🟠 MEDIUM Priority
#Dynamic Daily View #3 Update Format #12 DailyPlan Sync #5 DailyPlan Flag #6 Integrate Priority
🟢 LOW Priority
#16 Project IDs #Zencoder Efficiency #17 Theme Sync #18 Doc Cleanup #9 Auto-Sync Test
🛠️ Maintenance
#Cleanup Outdated #Layout Improve #10 Archive Docs #8 API Docs #7 Agent Example ✅ Completed Tasks

Current Active Priorities

🔴 HIGH Priority

#11 - Architecture Migration Phase 2
Status PENDING
Owner Dev Team
Priority Level HIGH - Critical Path
Target Q1 2026

📋 Description

Move core application components to the new architecture. This involves refactoring several critical controllers and models to improve scalability and maintainability. The migration will establish a foundation for modern development practices and improve system performance.

✅ Required Tasks

  • Finalize schema migration scripts for Phase 2 database changes
  • Update model classes to reflect new architectural patterns
  • Implement backward compatibility layer for legacy components
  • Refactor core controllers (Todo, Project, Documentation)
  • Update API endpoints to support new architecture
  • Create migration documentation and rollback procedures

🔗 Dependencies

↳ UNBLOCKS: #7 (Agent Example Documentation)

📌 Related Links

Architecture Phase 2 Documentation | Create Task

#4 - Refactor Master Plan Coordination
Status IN PROGRESS
Owner Planning Agent
Priority Level HIGH
Phase 0.35 - Active Refactoring

📋 Description

Refactor the Master Plan Coordination system to implement the "Coordinator Only" principle. The master plan should act as a high-level coordinator and dependency mapper rather than containing detailed task lists. This ensures scalability and maintainability as the number of plans grows.

✅ Required Tasks

  • Implement Coordination Architecture Principle (Master Plan = Coordinator Only)
  • Extract detailed content from MasterPlanCoordination.tt to individual plan files
  • Update priority matrix and dependency mappings for clarity
  • Create cross-references between master plan and individual plans
  • Establish naming conventions for plan files (PascalCase)
  • Document the coordinator architecture pattern for future plans

🔗 Dependencies

None - This is a foundational refactor

📌 Related Links

Master Plan Coordination Dashboard | Priority Todos

#Schema System Plan & Enhancements
Status IN PROGRESS
Owner DB Admin
Priority Level CRITICAL - Core Functionality

📋 Description

Complete restoration and enhancement of the bidirectional schema synchronization system.

✅ Required Tasks

  • Add tick box to sync individual attributes
  • Add ability to edit an attribute
  • Fix add attribute missing field bug
  • Fix Schema Metadata comparison sync buttons

📌 Related Links

Schema Comparison

#19 - Fix updateprompt.pl API Logging (AI Persistence)
Status PENDING
Owner Backend Team
Priority Level HIGH - System Stability
Impact AI Chat Persistence Blocked

📋 Description

Resolve the critical functional gap where updateprompt.pl fails to save AI conversation messages to the database. The script successfully logs to YAML files but encounters database recording failures when attempting to create AiMessage and AiConversation records. This blocks the AI persistence layer and prevents conversation history tracking in the application.

✅ Required Tasks

  • Investigate AiConversation and AiMessage create() method failures
  • Verify mandatory guest user (ID: 199) exists in database
  • Check session_id and conversation_id passing in API payload
  • Review database constraints and foreign key relationships
  • Test AiMessage model with minimal test case to isolate failure point
  • Implement error handling and logging for database operations
  • Create rollback/recovery mechanism for failed persistence attempts

🔗 Dependencies

🚫 Blocks: AI Persistence, Chat History, Agent Learning

📌 Related Links

AI System Documentation | AI Conversations API | User Management

🟠 MEDIUM Priority

Dynamic Daily Tasks

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#3 - Update Format & Multi-Plan Support
Status PENDING
Owner Docs Team
Priority Level MEDIUM
Category Todo API v2, Format Support

📋 Description

Update the Todo system and documentation framework to handle multiple concurrent plans and support different documentation formats (Markdown vs Template Toolkit). This enables flexible planning workflows and accommodates different team preferences for documentation styles.

✅ Required Tasks

  • Update Todo API to support multi-plan queries and filtering
  • Implement Markdown rendering alongside Template Toolkit
  • Enable cross-referencing between plans and documentation
  • Create plan-to-plan linking syntax and resolver
  • Update Documentation controller to handle format detection
  • Add format preference to user profile settings

🔗 Dependencies

↳ UNBLOCKS: #9 (Auto-Sync Test) ↳ UNBLOCKS: #8 (API Docs Update)

📌 Related Links

API Documentation | Todo List | Documentation Manager

#12 - DailyPlan Synchronization
Status IN PROGRESS
Owner Automation Agent
Priority Level MEDIUM
Category Daily Workflow, Sync Engine

📋 Description

Ensure the Daily Plan documentation stays automatically synchronized with the actual database todos for the current user and date. This eliminates manual updates and ensures that the daily planning interface always reflects the current state of work items.

✅ Required Tasks

  • Sync daily priorities with database todos in real-time
  • Implement automated daily status reporting and rollups
  • Verify user-specific view filtering and permissions
  • Create caching layer for performance optimization
  • Add change detection and notification system
  • Implement conflict resolution for concurrent updates

🔗 Dependencies

↳ BLOCKED BY: #16 (Project IDs Sync)

📌 Related Links

Daily Plan Documentation | Daily Todo View | Automation Settings

#5 - DailyPlan Flag System
Status PENDING
Owner DevOps Team
Priority Level MEDIUM
Category Workflow Automation, System Flags

📋 Description

Implement a system-wide flag to control and monitor the status of the Daily Plan automation pipeline. This provides a kill switch for debugging, maintenance windows, and controlled rollout of daily plan features.

✅ Required Tasks

  • Implement 'DailyPlanActive' flag in system configuration table
  • Integrate flag checks in all daily task automation scripts
  • Provide admin UI toggle for enabling/disabling daily plan
  • Add flag status indicator to daily plan dashboard
  • Create logging for flag state changes and reasons
  • Implement graceful degradation when flag is disabled

🔗 Dependencies

None

📌 Related Links

System Settings | Configuration Manager

#6 - Integrate Priority into Daily Plan
Status IN PROGRESS
Owner UI Team
Priority Level MEDIUM
Category Integration Layer, UI/UX

📋 Description

Bridge the gap between static priority documentation and the dynamic daily workflow by embedding priority items directly into the Daily Plan interface. This ensures developers see blocking dependencies alongside their daily tasks.

✅ Required Tasks

  • Add priority list dropdown to DailyPlan.tt interface
  • Ensure real-time updates when priorities change
  • Display blocking dependencies directly in daily view
  • Implement "Quick Resolve" buttons for priority items
  • Update documentation templates to include priority containers
  • Add visual indicators for blocking vs blocked items

🔗 Dependencies

↳ BLOCKED BY: #12 (DailyPlan Sync)

📌 Related Links

Daily Plan | Today's View

🟢 LOW Priority

#16 - Project IDs Synchronization
Status PENDING
Owner DB Admin
Priority Level LOW
Category Data Integrity, Cross-System Sync

📋 Description

Map internal project names to standardized database project IDs across all systems. This ensures consistency between documentation references, todo assignments, and database records.

✅ Required Tasks

  • Standardize project ID format across documentation and database
  • Update legacy projects with new ID mapping table
  • Implement automated ID validation in project creation forms
  • Create project ID migration script for historical data
  • Add ID consistency checks to daily audit workflow

🔗 Dependencies

↳ UNBLOCKS: #12 (DailyPlan Sync)

📌 Related Links

Project List | ID Management

#Zencoder Efficiency Improvements
Status IN PROGRESS
Owner Zencoder Team
Priority Level HIGH - Efficiency

📋 Description

Critical workflow improvements to reduce resource waste and improve agent throughput.

✅ Required Tasks

  • Batch Processing: Stop editing one thing at a time
  • Update Prompt Compliance: Adhere to bilateral protocol
  • Implement automated resource usage monitoring

📌 Related Links

Zencoder Guide

#17 - Theme Synchronization
Status PENDING
Owner UI Team
Priority Level LOW
Category UI Consistency, Theme Engine

📋 Description

Synchronize documentation CSS variables with application theme engine to ensure consistent visual experience across all documentation and application interfaces.

✅ Required Tasks

  • Synchronize theme configuration in DocumentationConfig.json
  • Update site controllers with correct theme mappings
  • Verify CSS variable compliance across all themes
  • Audit documentation templates for hardcoded colors
  • Implement theme switching testing suite

🔗 Dependencies

None

📌 Related Links

Theme Audit Report | Theme Configuration

#18 - Documentation Cleanup
Status IN PROGRESS
Owner Audit Team
Priority Level LOW
Category Standards Compliance, Maintenance

📋 Description

Comprehensive cleanup of documentation files to ensure naming standard compliance, remove redundant files, and fix broken internal links.

✅ Required Tasks

  • Standardize all documentation filenames to PascalCase
  • Remove redundant and duplicate documentation files
  • Fix broken cross-document links and references
  • Archive obsolete documentation to legacy directory
  • Update Documentation index and search functionality

🔗 Dependencies

None

📌 Related Links

Documentation Standards | Documentation Manager

#9 - Auto-Sync Test System
Status PENDING
Owner QA Team
Priority Level LOW
Category Automated Testing, QA

📋 Description

Automated testing suite for todo/documentation synchronization to verify that database and documentation stay in sync without manual intervention.

✅ Required Tasks

  • Develop comprehensive test suite for auto-sync verification
  • Implement "Test Sync" trigger in admin panel
  • Log sync discrepancies to system audit trail
  • Create automated reports for sync health metrics
  • Add integration tests for multi-plan scenarios

🔗 Dependencies

↳ BLOCKED BY: #3 (Multi-Plan Support)

📌 Related Links

System Test Panel | Testing Framework

#10 - Archive Documentation Cleanup
Status PENDING
Owner Cleanup Agent
Priority Level LOW
Category Maintenance, Storage Optimization

📋 Description

Properly archive completed initiatives and obsolete files to optimize documentation storage and improve search relevance.

✅ Required Tasks

  • Move completed tasks to CompletedTasks.tt archive
  • Compress or delete obsolete planning documents
  • Update archive index and search functionality
  • Create archival policy and retention guidelines
  • Implement automated archival triggers based on task age

🔗 Dependencies

None

📌 Related Links

Documentation Archive | Cleanup Tools

#8 - API Documentation Update
Status PENDING
Owner Backend Team
Priority Level LOW
Category API Lifecycle, Documentation

📋 Description

Update API reference documentation to reflect v2 changes and token-based authentication. Ensure all endpoints are correctly documented with examples.

✅ Required Tasks

  • Update API docs to reflect v2 endpoint changes
  • Document token-based Bearer authentication flow
  • Implement automated Swagger/OpenAPI doc generation
  • Verify all endpoints have request/response examples
  • Add deprecation notices for v1 endpoints
  • Create API migration guide for developers

🔗 Dependencies

↳ BLOCKED BY: #3 (Format Support)

📌 Related Links

API Reference | Swagger UI | Token Auth Guide

🛠️ Maintenance & Improvements

#Cleanup Outdated Todos
Status PENDING
Priority Level LOW

📋 Description

Identify and archive todos older than 6 months with no activity to maintain database hygiene.

✅ Required Tasks

  • Identify stale todos (no activity > 6 months)
  • Archive to legacy tables
  • Update status of active stale items to 'Deferred'
#Priority Todos Layout Improvement
Status IN PROGRESS

📋 Description

Standardize priority containers and integrate dynamic daily view (todo/day.tt) for better UX.

#7 - Agent Example Documentation
Status PENDING

📋 Description

Create example documentation for agent integration based on Architecture Phase 2 outcomes.

🔗 Dependencies

↳ BLOCKED BY: #11 (Arch Phase 2)

✅ Recently Completed Tasks

Successfully completed priority items archived for reference.

#1 CRITICAL: Fix Todo Display Bug

Completed: 2026-01-25 | Result: Fixed bug in Todo.pm rendering logic. Todos now display correctly in daily list view.

#2: API Auth Migration

Completed: 2026-01-25 | Result: Successfully migrated to token-based Bearer authentication. All API endpoints now use secure token auth.

Plan A.2: K8s Readiness Assessment

Completed: 2026-01-13 | Result: Infrastructure assessment finalized. Kubernetes migration path validated and documented.

Plan A.3: Credentials Audit

Completed: 2026-01-13 | Result: Security-critical credentials audit completed. All credentials rotated and secured.

📝 DAILY TASK LISTS (Master Plan & App Todos)
[MASTER PLAN PRIORITIES] NEXT 5 ITEMS HIDE
[APP TODOS FOR TODAY] FROM TODO SYSTEM HIDE

No todos scheduled for today.

Create a new todo using the button below.

Today's Recommendation:

  1. Daily Plan Automation: Workflow now complete and production-ready. Run as part of daily morning routine.
  2. Next Priority: Select a critical item from Master Plan Priorities (A.3, A.2, or B.3) for today's focus.
  3. Infrastructure: Monitor K8s readiness planning and credentials audit scope work.
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Instructions for Admin Working on The Daily Plan

Daily Audit Guide

Complete guide for executing the daily audit pipeline: validation, documentation synchronization, master plan updates, and daily plans generation.

📊 Master Status Metadata (Session Info) - Click to Expand

Created: 2025-12-24 | Version: 1.08 (Jan 13 17:50) | Status: 📋 Active

Last Updated: 2026-01-13 17:50:00 UTC | Daily Plans: 26 total plans in system (source of truth: /Documentation/DailyPlans/ directory)

Session Context: Chat 64 - Documentation Agent workflow testing. 4-agent Daily Plan Automator pipeline production-ready, all systems operational.

🔧 Quick Reference - Click to Expand
  • AI Controller: Ollama integration with multi-turn conversations
  • Model Management: Pull, test, and manage LLM models
  • Documentation Sync: Automated audit workflow (v1.11, Jan 8, 2026)
🤖 Daily Audit Agents Pipeline - Click to Expand
How to Use the Agent Pipeline That Populates Daily Audit

📝 Start: Open New Log (Record 320)

Create a timestamped log entry before starting the audit pipeline:

📋 Open New Audit Log

Step 1: Execute Documentation Sync Audit

Run the documentation sync audit to validate system compliance and identify documentation update needs:

Purpose: Audits documentation against code changes, identifies gaps, generates audit findings for documentation sync workflow

🔍 Run Audit Now Execute documentation_sync_audit.pl and view results inline

Alternative - Run from Terminal/Container:

cd /home/shanta/PycharmProjects/comserv2
perl .zencoder/scripts/documentation_sync_audit.pl --verbose

Step 2: Documentation Synchronization (DocumentationSyncAgent)

The DocumentationSyncAgent implements documentation changes by scanning directory structure, validating template conformance, and updating files with code changes from the audit. It receives the audit from Step 1 and passes results to Step 3 (Master Plan Updater).

Agent Workflow (from CodingStandards - agents:documentation-sync section):

Step 1-BASE: Scan Documentation Directory

Find all .tt files in /Comserv/root/Documentation/. Detect format violations (.md files, orphaned files, missing .tt equivalents)

Step 2-BASE: Validate Template Conformance

For each .tt file: Check META block (required fields), PageVersion line, debug mode guard, CSS variables (no inline colors), layout classes, last_updated format

Step 3-BASE: Detect Content Inconsistencies

Scan for: Outdated references to deleted features, broken links, mismatched documentation vs code, stale examples

Step 4-EXTENSION: Receive Update Request (Daily Audit)

Extract from /daily-audit: file list to update, reasons for each, code changes summary, audit reference date

Step 5-EXTENSION: Update Each Documentation File

For each file: (1) Read .tt file and META block, (2) Add/update Recent Changes section, (3) Update last_updated with system date (format: 'Day Mon DD HH:MM:SS UTC YYYY'), (4) Increment page_version (minor bump), (5) Update PageVersion line with new version + timestamp

Step 6-EXTENSION: Validate After Updates

After each update: Check META syntax valid, PageVersion line valid, HTML/TT syntax correct, no broken links. Read file back to confirm

Step 7-EXTENSION: Summarize Updates

Create summary: date, source (daily audit chat number), files updated (with version transitions), total files count. Track version increments

Step 8-EXTENSION: Call Master Plan Updater

Pass to /update-master-plan: Audit date, chats, code files modified count, docs updated list, issues/successes, next steps. Do NOT wait for response

Workflow Source: CodingStandards.yaml - agents:documentation-sync-agent section (lines 1812-1910)

📋 Configuration Settings & Enforcement Rules

To tune the agent for routine documentation updates, configure these key enforcement rules and validation settings:

🔴 PRIORITY 1: File Format Enforcement

Rule: All files in /Comserv/root/Documentation/ MUST be .tt format (Template Toolkit). Detect: .md files in documentation directory (violations). Action: When violations found, verify .tt equivalents exist, check content parity, confirm .tt is current, then delete .md with confirmation. Configure agent to scan on daily audit trigger.

🔴 PRIORITY 2: Template Conformance Validation

Rule: Every .tt file MUST conform to DocumentationTtTemplate.tt. Mandatory elements: (1) META block with title, description, page_version, last_updated; (2) PageVersion line with version+timestamp; (3) Debug mode guard; (4) CSS variables only (no inline colors like #123456 - use var(--text-color) instead); (5) Layout classes (.container, .row, .col-*). Validation: Agent scans each .tt for these elements before accepting changes. If FAIL: Report specific violations + line numbers, refuse to process file. If PASS: Proceed with updates.

🟠 PRIORITY 3: Documentation-to-Code Sync Monitor

Rule: When code changes, documentation must stay in sync. Trigger checks: When controller modified → check controller docs exist; Model added → check model docs; Feature added → check feature docs; API endpoint changed → check API docs; Configuration added → check config docs. Validation: (1) Find corresponding documentation file; (2) Check file exists; (3) Check last_updated is current; (4) Verify new features/changes are documented with setup/config/troubleshooting sections. Configure agent to flag missing/stale documentation for user review.

🟠 PRIORITY 4: Duplicate & Redundant Detection

Rule: Each topic has exactly ONE authoritative documentation file. Detect: Multiple .tt files with identical content (same title/topic). Identify authority: Check version numbers and last_updated timestamps; newer version = current/authoritative. Action: Mark obsolete versions as archived, consolidate cross-references to canonical version. Configure weekly or on-demand duplicate scans.

🟡 PRIORITY 5: Version Management & Last Updated Tracking

Rule: Track documentation currency. Settings: (1) Update page_version with minor bumps (1.00 → 1.01) on each edit; (2) Update last_updated in META block with system date (format: 'Day Mon DD HH:MM:SS UTC YYYY'); (3) Update PageVersion line with new version + timestamp; (4) Add "Recent Changes" section to document what changed in each update. Monitoring: Flag files not updated in >30 days for review. Configure notifications when version increments are missing.

Configuration Sources:
• Workflow & Responsibilities: CodingStandards.yaml - agents:documentation-sync-agent (lines 1812-1910)
• Enforcement Rules & Validation: Archived agent spec - documentation-synchronization-agent.md (sections on File Format Enforcement, Template Conformance, Sync Monitoring, Duplicate Detection, Cleanup Scheduler)
• Template Reference: DocumentationTtTemplate.tt (master template all docs must conform to)
• Link Standards: DOCUMENTATION_LINK_STANDARDS.md (authoritative reference for /Documentation/FileName link format rules)

Step 3: Update the Master Plan

Run the Master Plan Coordination update to consolidate all system status based on documentation updates from Step 2 and audit findings from Step 1:

perl .zencoder/scripts/updateprompt.pl --action "Update MASTER_PLAN"

Step 4: Update the Daily Plans

Generate or update daily plans for the week with latest priorities:

perl .zencoder/scripts/updateprompt.pl --action "Generate Daily Plans"

📝 Finish: Close Log (Record 320)

After completing the audit pipeline, close the log to record completion time and status:

📋 Close Daily Audit Log

📚 Daily Audit Pipeline Documentation Menu - Click to Expand

Complete navigation guide for all Daily Audit Pipeline documentation files. Use these links to find relevant information during each step.

📋 Step 1: Documentation Sync Audit
  • File: DailyAuditGuide | Format: Template Toolkit (.tt) | Section: Step 1 | Purpose: How to execute documentation sync audit
  • Reference: CodingStandards - agents:daily-audit section | Purpose: Complete Daily Audit Agent workflow, responsibilities, and inputs/outputs
  • File: Comserv/root/Documentation/AuditReports/DocumentationSyncAudit.json | Format: JSON (auto-generated) | Path: AuditReports/ | Purpose: Most recent audit findings with code-to-doc mapping
✏️ Step 2: Documentation Update Manager (DocumentationSyncAgent)
  • File: DailyAuditGuide | Format: Template Toolkit (.tt) | Section: Step 2 | Purpose: DocumentationSyncAgent workflow, expectations, and 8-step process
  • Reference: CodingStandards - agents:documentation-sync section (lines 1812-1910) | Purpose: Complete DocumentationSyncAgent specification, responsibilities, workflow, and template conformance requirements
  • Reference: CodingStandards - CRITICAL SETTINGS: DOCUMENTATION PATHS (lines 308-330) | Purpose: File format standards (.tt only), naming conventions (PascalCase), and template requirements
📊 Step 3: Update Master Plan (Master Plan Updater Agent)
  • File: DailyAuditGuide | Format: Template Toolkit (.tt) | Section: Step 3 | Purpose: How to execute master plan update
  • File: MasterPlanCoordination | Format: Template Toolkit (.tt) | Purpose: AUTHORITATIVE SOURCE - System priorities, status, roadmap, and version control
  • Reference: CodingStandards - agents:master-plan-updater section | Purpose: Master Plan Updater Agent specification, inputs from DocumentationSyncAgent, workflow, and responsibilities
  • File: ComservSystems | Format: Template Toolkit (.tt) | Purpose: Complete system inventory, dependencies, architecture, and technical components
📅 Step 4: Generate Daily Plans (Daily Plan Automator Agent)
  • File: DailyAuditGuide | Format: Template Toolkit (.tt) | Section: Step 4 | Purpose: How to execute daily plans generation from master plan
  • Reference: CodingStandards - agents:daily-plans-automator section | Purpose: Daily Plan Automator Agent specification, inputs from Master Plan Updater Agent, workflow, and daily plan generation process
  • Directory: Comserv/root/Documentation/DailyPlans/ | Format: Template Toolkit (.tt) files | Files: DailyPlans-YYYY-MM-DD.tt | Purpose: Generated 7-day daily plans (updated automatically by Daily Plan Automator Agent)
🔗 Supporting & Reference Documentation
  • Reference: CodingStandards - agents section (lines 1044-1910) | Purpose: Complete 4-agent pipeline architecture, system overview, data flows, agent integrations, upstream/downstream dependencies
  • File: AI | Format: Template Toolkit (.tt) | Purpose: All available AI assistants (Daily Audit Agent, DocumentationSyncAgent, Master Plan Updater Agent, Daily Plan Automator Agent) and their responsibilities
  • File: Comserv/root/Documentation/config/RepositoryCodeAudit.json | Format: JSON (auto-generated) | Path: config/ | Purpose: Code-to-documentation mapping reference for all controllers, models, utilities
  • File: DocumentationSystemAuditPlan | Format: Template Toolkit (.tt) | Purpose: Overall documentation audit strategy, scope, standards, and compliance framework
⚙️ Zencoder & Automation
  • .zencoder/coding-standards.yaml → Lines 145-170: ask_questions() NO TIMEOUT rule (critical for workflow)
  • .zencoder/coding-standards.yaml → Lines 81-145: Rule 1 ask_questions() enforcement
  • .zencoder/rules/repo.md → Repository standards and Zencoder enforcement
  • .zencoder/scripts/ → documentation_sync_audit.pl, updateprompt.pl, validation_step0.pl

💡 Pro Tip: Bookmark this menu for quick access during daily audits. All links include specific anchors to relevant sections when available.

⚙️ Zencoder Workflow Tips - Click to Expand
  • ask_questions(): Use for user input (never text questions)
  • /updateprompt.pl: Execute before AND after work to log actions
  • Phase Protocol: Phase 0 (validate) → Phase 1 (log) → Phase 2 (work) → Phase 3 (ask)
  • WAIT INDEFINITELY: After calling ask_questions(), wait for user response
  • Coding Standards: Check .zencoder/coding-standards.yaml for compliance rules
📖 AI Assistants Master Guide (AI.tt) - Click to Expand

AI Assistants Available:

  • Documentation Agent: Manages documentation updates, audit coordination, daily plan synchronization
  • Cleanup Agent: Maintains code standards, enforces documentation compliance
  • Daily Plan Automator: 4-agent pipeline for automated daily plan generation and master plan synchronization
  • Zencoder Integration: Multi-turn conversation support, structured task execution, audit workflow coordination

View Full AI Assistants Master Guide →

Daily Audit Workflow Checklist:

🏗️ AGENT ARCHITECTURE & DOCUMENTATION SYSTEM REDESIGN - Simplification Proposal with Performance Analysis

⚠️ Current Issue Identified

Problem: Agent naming confusion between DocumentationSyncAgent and Daily Audit Agent creates workflow ambiguity. The Daily Plan Automator and Daily Audit Agent are resource-intensive and can conflict with manual documentation tasks.

Proposal Status: Under Review - This section proposes a simplified 3-agent architecture.

Current (Complex) Architecture - 6 Agents
Agent Role Status
Daily Audit Agent Generate audit files from session history ❌ REMOVE
DocumentationSyncAgent Implement doc updates based on code changes ✅ KEEP (rename clarity)
DocumentationAgent Plan documentation updates ✅ KEEP
Daily Plan Automator Orchestrate 4-agent daily pipeline ❌ REMOVE
Master Plan Updater Update master plan from audit results ⚠️ FOLD into PlanningAgent
Daily Plans Generator Generate daily plans from master plan ⚠️ FOLD into PlanningAgent
Proposed (Simplified) Architecture - 3 Agents
Agent Core Responsibility Inputs Outputs
PlanningAgent ✨ NEW Manage overall project planning, set priorities, generate daily/weekly plans, update master plan MasterPlanCoordination.tt, current session history, user priorities Daily plans, master plan updates, priority lists
DocumentationAgent ✍️ WRITER Author/Write documentation from user perspective. Create new documentation content, structure, and organization based on user needs and project requirements. User requirements, project context, current documentation structure, style guides New documentation content, documentation plans, authorship decisions
DocumentationSyncAgent 🔄 SYNCER Sync/Maintain documentation to keep it current with code changes. Update existing documentation files to reflect new code, deleted features, API changes, and system updates. Git diffs, code changes, current documentation files, version updates Updated documentation files, sync reports, validation confirmations
Proposed Workflow (Simplified)

Step 1: User initiates PlanningAgent

Execute /planning command to set project priorities, generate daily/weekly plans, update master plan based on current project status

Step 2a: User initiates DocumentationAgent (WRITER) when authoring new documentation

Execute /documentation-write command to create new documentation content from user perspective, structure documentation, author new guides/references

Step 2b: User initiates DocumentationSyncAgent (SYNCER) when code changes need documentation updates

Execute /documentation-sync command to keep documentation current with code changes, update affected documentation files, sync API/feature changes

Result: Simplified, user-driven workflow with clear separation between documentation authoring (writing new docs) and documentation maintenance (syncing with code). No automated orchestration conflicts.

Benefits of Simplified Architecture
  • Clear Agent Naming: Each agent has a single, obvious responsibility (no "automator" confusion)
  • User Control: Manual workflow initiation prevents conflicts between agents
  • Easier Debugging: 3 agents instead of 6 means fewer interaction points to troubleshoot
  • Reduced Token Usage: No automatic daily audits consuming resources continuously
  • Flexible Scheduling: Users run agents on-demand rather than fixed times
Migration Plan (Next Steps)
  1. Phase 1: Create PlanningAgent specification in coding-standards.yaml (new agent_id: "planning", command: /planning)
  2. Phase 2: Clarify DocumentationAgent role: ✍️ WRITER role - author new documentation. Update command to /documentation-write and specs in coding-standards.yaml
  3. Phase 3: Clarify DocumentationSyncAgent role: 🔄 SYNCER role - sync/maintain documentation with code changes. Update command to /documentation-sync and specs in coding-standards.yaml
  4. Phase 4: Archive Daily Plan Automator agent spec (move to .zencoder/rules/archive/)
  5. Phase 5: Archive Daily Audit Agent spec (move to .zencoder/rules/archive/)
  6. Phase 6: Update all documentation links and references to new agent command aliases (/planning, /documentation-write, /documentation-sync)
  7. Phase 7: Test simplified workflow: PlanningAgent → DocumentationAgent (WRITER) or DocumentationSyncAgent (SYNCER)
  8. Phase 8: Update this guide and all related documentation with final architecture and new agent workflows
Technical Details to Finalize
  • PlanningAgent responsibilities: Should it handle both project-level planning AND daily audit tracking? Or just planning?
  • DocumentationAgent output format: Structured list of files needing updates with reasons?
  • Cascade vs. manual: Should DocumentationAgent automatically invoke DocumentationSyncAgent, or require user approval between steps?
  • Backward compatibility: What happens to existing master plan, daily plans, and session history files?
DocumentationAgent Performance Analysis & Testing Findings

📊 Comprehensive Review of DocumentationAgent Sessions

Analysis of prompts_log.yaml from Chats 1-65 reveals both successes and critical gaps in DocumentationAgent role specification. This section consolidates findings to improve agent settings and workflow design.

✅ SUCCESSES - What Works Well

1. Log Link Management (Chat 63 - 8 Prompts, 100% Success)

DocumentationAgent successfully added dual log links to DailyAuditGuide.tt with proper Catalyst routing, semantic styling, and container positioning. All phase gates executed correctly (/updateprompt before/after, ask_questions for decisions). Zero failures across 8 prompts.

2. File Reading & Analysis Pattern

When DocumentationAgent reads target files before editing, modifications are accurate and contextually appropriate. Pattern: Read source → Analyze structure → Apply targeted edits → Verify links work.

❌ CRITICAL FAILURES - Patterns to Prevent

1. Template Conformance Validation Missing (Chats 25-28)

Issue: Created documentation files without comparing to documentation_tt_template.tt standard. Files (Admin.tt, AI.tt) created with incomplete sections, missing metadata blocks, non-standard styling.

Root Cause: Agent instruction missing mandatory step: "Compare all new files to documentation_tt_template.tt BEFORE final submission."

Impact: Templates not found in documentation system, affecting discoverability and consistency.

Fix Required: Add mandatory verification step to DocumentationAgent WRITER specification.

2. Batch Edit Failures (Chats 25-28)

Issue: Agent attempted to apply multiple file changes in single edit operation. Result: Files created with mixed old/new formatting, incomplete transitions.

Root Cause: Agent chose batch strategy instead of atomic edits (one change per prompt).

Impact: Documentation system unstable; users see mixed formats and outdated content side-by-side.

Fix Required: Update DocumentationAgent specification: "ALWAYS apply one file change per prompt. NEVER batch multiple files. Pattern: /updateprompt→Edit ONE file→/updateprompt→Ask next step."

3. Missing File Read Before Edit (Chats 11-15)

Issue: Agent edited files without reading them first. Violated auto-applied rule: "ALWAYS read file before edit."

Root Cause: Agent instructions did not emphasize mandatory read step.

Impact: Edits overwrote unplanned content; users lost work; audit trail incomplete.

Fix Required: Make mandatory in WRITER instructions: "Step 0: ALWAYS read target file. Step 1: Analyze structure. Step 2: Plan changes. Step 3: Apply changes via Edit tool."

4. Chat Compaction & Role Context Loss (Chats 11, 21)

Issue: Long chats caused compaction of role specification and agent instructions. Agent lost context mid-session and violated protocol (made changes without ask_questions approval, skipped /updateprompt gates).

Root Cause: Role context deleted during chat compaction; agent continued with partial instructions.

Impact: Workflow failures; audit trail broken; user trust affected.

Fix Required: Prevent long chats > 15 prompts without /chathandoff. Keep role specification external (coding-standards.yaml) as permanent reference, not chat-dependent.

5. File Verification Gaps (Chats 25-28)

Issue: Agent claimed files written successfully (logged success:true) but files were not actually created. Prompts 79-82 marked as successful with missing Admin.tt, AI.tt documentation.

Root Cause: No Read verification step after Write operation. Rule 3 violation: "ALWAYS verify files exist after Write."

Impact: False audit trail; silent failures; documentation gap undetected.

Fix Required: Add post-Write verification step: "After Write, immediately Read target file to verify content. If file missing or incomplete, log failure and ask user for correction."

⚠️ WARNINGS - Edge Cases to Handle

Template Conformance Checks Before Submission

Agent must verify: (1) All required META block fields present (title, description, roles, category, page_version, last_updated), (2) PageVersion RCS line in correct format, (3) Debug IF block present, (4) Sections match template: Overview, Prerequisites, Getting Started, Advanced, Troubleshooting, Config Table, See Also, (5) Inline CSS uses theme variables, not hardcoded colors.

Link Validation Requirements

Before final submission: (1) All internal anchors (#section-id) point to existing IDs in document, (2) External links use /Documentation/FileName format (no .tt extension), (3) All links tested for 404 errors, (4) Title attributes added for accessibility, (5) Markdown links converted to HTML tags with proper Catalyst uri_for() helpers.

🧪 Real-World Testing Findings (Chat 65 - PriorityTodos.tt)

During real-world testing of DocumentationAgent WRITER with PriorityTodos.tt menu modifications, the following improvements were identified:

🟡 Issue: CSS Theme Variable Compliance Gap

DocumentationAgent initially used hardcoded colors (#667eea, #764ba2) instead of theme variables (var(--primary-color), var(--secondary-color), var(--text-color)). This violated documentation CSS compliance standards and would prevent proper theme switching.

Resolution: All color styles updated to use theme variables. Agent should validate CSS compliance before final submission.

Improvement Action: Add pre-submission CSS validation checklist requiring agent to verify all inline styles use theme variables, not hardcoded colors.

✅ Discovery: Collapsible Container Pattern Preferred

User feedback showed that compact navigation menus should use <details> collapsible containers (closed by default) rather than always-visible bars. This matches existing documentation component patterns (used in DailyAuditGuide.tt).

Improvement Action: Update documentation component guidelines to specify collapsible containers for auxiliary navigation/menus. Include styling pattern example: gray background (#f9f9f9), light header (#f5f5f5), border, and padding standards.

ℹ️ Observation: Link Testing Critical

DocumentationAgent must verify all internal anchor links (#priority-1, #priority-2, etc.) point to existing IDs in the document. External links (/Documentation/FileName routes) should be tested for 404 errors before final submission.

Improvement Action: Add link validation step to agent workflow: (1) Verify internal anchors exist in document, (2) Test external routes match actual documentation pages, (3) Use title attributes with descriptive text for accessibility.

Next Action: Review this proposal and confirm implementation approach.

This proposal was added on 2026-01-16 as part of IDE consolidation cleanup and agent architecture redesign.

DocumentationAgent Testing Findings added on 2026-01-16 Chat 65.

How to Update This Daily Plan

  1. Read First: Always read the entire DailyPlan.tt file before making changes. Understand the tab structure and container relationships.
  2. Preserve Floating Header: The sticky header with navigation must remain at the top. Do not remove or modify the floating position.
  3. Preserve Tab Structure: Never remove existing tabs without explicit user permission. You may add new tabs, but do not delete TODAY'S WORK, RESOURCES & CONTEXT, or COMPLETED tabs.
  4. Update Within Containers: Edit task content within task-list containers, not the containers themselves. Preserve checkbox structure and task items.
  5. Link to Master Docs: Reference PriorityTodos.tt at /admin/documentation/PriorityTodos - never duplicate the full table into daily plans.
  6. Track Progress: Update checkbox status as tasks complete. Move items to COMPLETED tab when done.
  7. Conditional Planning: If a critical blocker succeeds, update the next day's plan to show unblocked work.
  8. Log Changes: After edits, execute updateprompt.pl --phase after with files modified and changes made.

[RESOURCES & SUPPORTING CONTEXT]

📋 Planning System Migration - Phase 1.5 Complete

✅ Phase 1: Database Schema (COMPLETE)

Created DBIC Result Files (5 files):

  • DailyPlan.pm - Main plan aggregator (id, plan_name, status, dates, priority)
  • DailyPlanProject.pm - Many-to-many plan↔project links
  • PlanSystemMapping.pm - System-to-plan sync tracking
  • TodoDependency.pm - Explicit todo dependencies with circular validation
  • Todo.pm - Enhanced with 6 new columns: plan_id, parent_id, blocked_by_todo_id, sort_order, is_blocking, scheduled_date
  • Project.pm - Enhanced with dailyplans relationship

✅ Phase 1.5: Code Audit (COMPLETE)

Analyzed existing code dependencies:

  • Todo.pm Controller: 1,397 lines, 28 methods analyzed
    • 13 methods require updates (create, modify, edit - HIGH impact)
    • 7 new actions needed: add_dependency, remove_dependency, add_subtodo, reorder_subtodos, reschedule, get_dependency_chain
    • 3 API endpoints need new field support
  • Project.pm Controller: 799 lines, 9 methods analyzed
    • 3 methods require updates for daily plan relationships
  • Templates: 24 todo templates analyzed
    • 11 require updates (addtodo.tt, edit.tt, details.tt - highest priority)
    • Need dropdowns for: plan_id, parent_id, blocked_by_todo_id
    • Need displays for: subtodos list, dependency chains, scheduled dates

📄 Complete Audit Document: .zenflow/tasks/new-task-46bb/phase1.5_audit.md (533 lines)

Includes: Detailed refactoring requirements, API changes, template code examples, timeline estimates (10-12 days MVP / 15-24 days full), risk assessment, testing requirements

⏸️ Phase 2: AWAITING USER REVIEW

Next Steps: Create DailyPlan controller with CRUD operations and API endpoints

Status: Work paused - awaiting user approval of Phase 1.5 audit before proceeding

Review Required: .zenflow/tasks/new-task-46bb/phase1.5_audit.md

Related Documentation

Quick Links

  • Todo Controller: Comserv/lib/Comserv/Controller/Todo.pm
  • Open Todo System
  • Audit Document: .zenflow/tasks/new-task-46bb/phase1.5_audit.md

Supporting Resources: Below are additional resources and context for current tasks.

Quick Todo Actions

📋 Open Todo System
➕ Add New Todo

Daily Notes for Thursday, February 19, 2026:

Add notes about this day's work here...

Todo Month View

Live Todo System Integration: Below is the current month's todo items.

◀ Previous Month List View Planning (Day) Week View Add New Todo Back to Planning Next Month ▶
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Previous Month Week Back to Planning Next Month

Planning

🎯 Quick Jump to Priority (Click to Toggle)
🐳 Docker and K8s Management: ProjectConfig
✅ Docker Bug (COMPLETED): DockerBugFix
🏗️ Architecture & Infrastructure: ApiSystemBC05 | ArchMigrationPhase2 | MasterPlanRefactor | SchemaManagement | InfrastructureHA | UpdatepromptFix | UpdateFormat
📅 Planning System: ProjectDetails | AllProjects | Phase0 | Phase1 | Phase2 | DailyPlanUI | DynamicDailyView | ThemeSync | CriticalFlagging | IntegrateTodo
🔄 Synchronization & Standards: ProjectIDs | ProcessEfficiency | ThemeConsistency | RoleSyncCleanup | AutomatedSync
🎓 WorkShops System: WorkShopsProject
👥 Users System: UsersProject
🤖 AI Systems: AIChatSystem
🛠️ Maintenance & Improvements: DocCleanup | LayoutImprovement | ArchiveDocumentation | APIDocUpdate | AgentExample
✅ Todo System: TodoSystemUpdate

File: admin/documentation/Planning.tt | Updated: February 21, 2026

📋 Overview

This document lists priority todos that are blocking development. View Priority List.

🔧 Active Zenflow Workflows

  • DailyPlanSystem: new-task-3cda (port 4000) - DailyPlan System Update
  • AIChatSystem: aichatsystem-ef4e (port 4001) - AI Chat System with Agent Architecture
  • SchemaManagement: schema-management-system-7eb3 (port 4002) - Database Schema Management
  • InfrastructureHA: new-task-9cf1 (port 4003) - High Availability & Disaster Recovery
  • WorkShops: workshops-7d21 (port 4004) - Workshop Advertising System with Multi-Site Support
  • Users: users-e5b8 (port 4005) - User & Admin Management System with Email Verification and Role Management
  • ProjectConfig: set-up-project-config-d327 (ports 3000, 5000) - Zenflow Project Configuration & Docker Container Testing
⚠️ CRITICAL NAMING REQUIREMENT: Branch names MUST match worktree directory names. When Zenflow creates a workflow with a task name like "Update daily plan", it generates a directory name (e.g., new-task-3cda) but may create a different branch name (e.g., UpdateDailyPlan-3cda). This mismatch causes merge failures. Always rename the branch to match the directory name using git branch -m OldName new-task-XXXX to ensure consistency and successful merges.

Dynamic Daily Tasks

◀ Previous Day List View Week View Month View Add New Todo Back to Planning Next Day ▶
Today Schedule (2026-02-19) ▼
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Planning lists

📦 All Projects from Database (Reference - Future State Preview)

This shows all projects with their hierarchy. Eventually, all planning will be driven from the project database structure shown here.

No projects found.

🐳 Docker and K8s Management

🐳 Docker and K8s Management

Status: IN PROGRESS | Priority: HIGH

Zenflow Task: set-up-project-config-d327 (ports 3000, 5000) | Branch: set-up-project-config-d327

Objective: Reorganize and enhance Docker and Kubernetes related planning and documentation. Automate deployment process and setup High Availability in the server room.

📊 Docker and K8s Project from Database

K8s (Project ID: 137)

  • Description: Our Kurbuntes setup
  • Start Date: 2026-02-06
  • Status: In-Process
  • Project Code: k8s
  • Developer: Shanta

View Details | Edit Project

📁 Documentation & Resources

🔧 Project Configuration & Docker Container Rebuild Testing (ACTIVE)

Goal: Configure Zenflow automation settings and validate Docker container build with updated Perl dependencies.

🎯 Next Steps

  1. Rebuild Docker Container: docker build -t comserv-test:latest .
  2. Test Application Access: Verify ports 3000 and 5000 respond correctly.
  3. Validate Zenflow Settings: Check .zenflow/settings.json.

📝 Completed Tasks

  • ✅ Analyzed repository structure and dependencies
  • ✅ Created .zenflow/settings.json
  • ✅ Added required modules to Comserv/cpanfile
✅ Docker Container Startup Bug - COMPLETED (Feb 14-16, 2026)

✅ RESOLVED: Docker containers now start successfully on both development (port 3000) and production (port 5000).

Lessons Learned: Explicit dependencies in cpanfile, correct secrets mount paths, and using DBD::MariaDB instead of DBD::mysql.

🛡️ Infrastructure Resilience & High Availability Architecture

Status: IN PROGRESS - Phase 0 | Priority: CRITICAL

Goal: Eliminate single points of failure, implement automated failover, and establish HA/DR using Docker and K8s.

Context: Recent 3-day outage from single editing mistake exposed critical infrastructure vulnerabilities. Need comprehensive HA/DR strategy.

🚨 URGENT NEXT STEPS - IMMEDIATE ACTION REQUIRED

  • 🔴 PRIORITY 1: K8s Management & Monitoring System (192.168.1.50)
    • Need: Management and monitoring system for Kubernetes cluster at 192.168.1.50
    • Requirements: Dashboard for cluster status, resource monitoring, log aggregation, and secure kubectl access via web UI.
    • Recommended Tools: Kubernetes Dashboard + Prometheus + Grafana, Rancher, Lens Desktop, or K9s.
    • Status: NOT STARTED | Urgency: CRITICAL
  • 🔴 PRIORITY 2: Debug Mail Server in K8s Pod (192.168.1.175)
    • Context: New mail server deployed as K8s pod on 192.168.1.175, experiencing issues
    • Debugging Tasks: Verify pod status/logs, inspect events, verify service configuration, test network connectivity (Ports 25, 587, 993, 995), verify DNS (MX, SPF, DKIM, DMARC), check PVCs, and review mail server config inside pod.
    • Status: DEBUGGING NEEDED | Urgency: CRITICAL

🏗️ HA Implementation Roadmap

Phase 0: Plan Management System (Week 1-3) - IN PROGRESS
  • ✅ Create PRD (requirements.md)
  • ⏳ Create Technical Specification
  • ⏳ Design API endpoints for project/step/todo CRUD
  • ⏳ Build .tt templates for plan visualization
  • ⏳ Integrate with project table structure
Phase 1: Database HA & Service Discovery (Week 4-6) - PENDING
  • Create separate production and development databases
  • Implement service discovery (DNS/ProxySQL/failover pool)
  • Set up MySQL replication (master-slave or master-master)
  • Configure connection pooling and retry logic
Phase 2: Gateway, Mail, Catalyst Resilience (Week 7-9) - PENDING
  • OPNsense: Second VM with CARP failover OR low-cost external service
  • Mail: Implement redundancy or external failover
  • Catalyst: Deploy multiple instances with load balancing
  • Redis: Configure cluster for session persistence
Phase 3: Orchestration Platform Deployment (Week 9-11) - PENDING
  • Decide: Kubernetes vs Docker Swarm
  • Deploy chosen orchestration platform
  • Migrate Catalyst to orchestrated containers
  • Implement health checks and auto-healing
Phase 4: Monitoring & Disaster Recovery (Week 11-13) - PENDING
  • Deploy monitoring stack (Prometheus/Grafana)
  • Configure alerting and implement external service failover
  • Document DR plan and conduct first drill
Phase 5: Testing & Validation (Week 13-14) - PENDING
  • Fault injection testing and performance benchmarking
  • Verify RTO < 5 min, RPO < 5 min
  • Final production cutover

🏗️ Infrastructure Components

  • Dell 710 Server: Hardware ready, integration planning phase. Role: Additional compute/storage capacity for HA.
  • Kubernetes Control Plane (VM 101): Installed, ready for configuration. Purpose: Container orchestration for application HA.

📊 Success Metrics

  • RTO < 1 hour for Tier 1, < 4 hours for Tier 2/3
  • RPO < 1 hour for all database data
  • Zero single points of failure for critical services
  • Automated failover for database and application layers
🏗️ Architecture & Infrastructure
Architecture Migration Phase 2 (Migration Strategy)

Status: PENDING | Blockers: API Logging Fix

  • Finalize schema migration scripts for Phase 2.
Refactor Master Plan Coordination

Status: IN PROGRESS

📊 Schema System Plan & Enhancements

Status: IN PROGRESS

🚀 API System Setup & Domain Migration (api-bc05)

Status: IN PROGRESS - Phase 0 COMPLETE | Priority: HIGH

Project ID: 157 | Parent: Server Room (ID 78) | Code: api-bc05

Timeline: 2026-02-10 to 2026-03-31 (7 weeks) | Estimated Hours: 160

📋 Overview

Setup API system for domain-based authentication replacing IP-based access. Migrate from api.workstation.local (IP-based bypass) to api.domain.name (token-based authentication) with Cloudflare DNS, OPNsense port forwarding, middleware implementation, CLI tool, and comprehensive documentation.

📊 API Project from Database

📦 API System Project (ID 157) - Sub-projects

Name: API System Setup & Domain Migration

Status: In-Process

Developer: Development Team

Timeline: 2026-02-10 → 2026-03-31

Estimated Hours: 160

View Details | Edit Project

No sub-projects found.

🎯 Key Deliverables

  • Domain detection middleware (ApiDomainDetector.pm)
  • Environment-specific domain configuration (config/api_domains.json)
  • Refactored API controller (domain-based auth instead of IP-based)
  • Cloudflare DNS + OPNsense port forwarding configuration
  • CLI tool for API operations (script/comserv-api-cli)
  • Comprehensive documentation (PascalCase .tt files)

📊 Implementation Phases (7 Phases, 30 Tasks)

  1. Phase 0: Project Setup & Tracking (ID 158) - ✅ COMPLETE
    • ✅ Create database entries for project/sub-projects/todos
    • ✅ Update Planning.tt with api-bc05 section
    • ⏳ Verify database entries and Planning.tt rendering
  2. Phase 1: Domain Detection Middleware (ID 159) - PENDING
    • Create domain configuration file
    • Implement ApiDomainDetector middleware
    • Register middleware in Catalyst
    • Write unit tests
  3. Phase 2: Controller Refactoring (ID 160) - PENDING
    • Refactor Api.pm to use domain detection
    • Remove old IP-based code
    • Test controller changes
  4. Phase 3: Network & DNS Configuration (ID 161) - PENDING
    • Configure Cloudflare DNS (A record, SSL)
    • Configure OPNsense port forwarding
    • Verify Docker configuration
    • Test external access
  5. Phase 4: CLI Tool Development (ID 162) - PENDING
    • Create CLI script structure
    • Implement CLI commands
    • Add authentication support
    • Implement output formatting and error handling
    • Test all CLI commands
  6. Phase 5: Documentation (ID 163) - PENDING
    • Create ApiDomainConfiguration.tt
    • Create ApiCliUsageGuide.tt
    • Create ApiDomainMigrationGuide.tt
    • Update ApiTokenReferenceGuide.tt
    • Verify documentation URLs and theme compatibility
  7. Phase 6: Testing & Deployment (ID 164) - PENDING
    • Run comprehensive tests
    • End-to-end testing
    • Security review
    • Performance testing
    • Deploy to production
    • Update project tracking

📁 Documentation & Resources

  • Zenflow Task: api-bc05
  • Requirements: .zenflow/tasks/api-bc05/requirements.md
  • Technical Spec: .zenflow/tasks/api-bc05/spec.md
  • Implementation Plan: .zenflow/tasks/api-bc05/plan.md

✅ Success Criteria

  • Local domain (*.local) bypasses token authentication
  • External domain requires valid bearer token
  • Middleware adds is_local_domain flag to request context
  • Cloudflare SSL/TLS proxy configured and working
  • OPNsense port forwarding (WAN:443 → SERVER:5000) functional
  • CLI tool successfully performs all operations
  • All documentation follows PascalCase naming and theme compatibility
  • All tests passing (unit, integration, end-to-end)
  • Production deployment successful with monitoring

🔗 Related Projects

🤖 Fix updateprompt.pl API Logging

Status: PENDING

Update Format & Multi-Plan Support

Status: PENDING

📅 Planning System

Status: IN PROGRESS - Phase 0 COMPLETE | Priority: CRITICAL

Zenflow Task: new-task-3cda (port 4000) | Branch: new-task-3cda

Note: Planning System project not yet created in database. Create project record and update this section with project ID.

Objective: Migrate planning system from text-based files to database-driven dynamic system with role-based access control, audit trails, and integration with project management.

📋 Overview

Transform the Planning system from static text files into a fully dynamic database-driven application:

  • Role-based access control (Admin, Developer, User roles per site)
  • Real-time todo management with drag-and-drop scheduling
  • Multi-environment database support (Production, Staging, Dev)
  • Comprehensive audit trails for all planning changes
  • Project-documentation integration and mapping
  • Dynamic daily, weekly, and monthly views

📊 Planning System Project from Database

Planning System

  • Description: Planning system
  • Start Date: 2026-01-08
  • End Date: 2028-02-08
  • Status: Requested
  • Project Code: Planning
  • Project Size: 1000
  • Estimated Man Hours: 1000
  • Developer Name: shanta
  • Client Name: CSC
  • Comments: Planing system

View Details | Edit Project

No todos found for this project. Add a todo

No sub-projects found. Add a sub-project

🚀 Implementation Workflow: Phases P0-P14 (Text-Based Detail View)

Note: These text-based phase details are maintained for reference. Once Planning System project is created in database, the container above will show the database-driven version alongside these details.

✅ Phase 0: Planning System Analysis & Integration Mapping (COMPLETE)

Status: COMPLETE

Objective: Analyze existing text-based planning system and map it to future database-driven Project/Planning structure.

📋 Tasks:
  • ✅ 0.1: Inventory Existing Planning Content
  • ✅ 0.2: Analyze Existing Projects
  • ✅ 0.3: Design Project-Planning Integration Schema
  • ✅ 0.4: Plan Migration Strategy
  • ✅ 0.5: Create Planning Structure Visualization
  • ✅ 0.6: Prototype Dynamic Planning View

Deliverables:

  • 📄 Planning inventory document (74K bytes)
  • 📄 Project mapping document
  • 📄 Integration schema design
  • 📄 Migration strategy document
  • 📄 Structure diagrams
  • 📄 Prototype results

Reference: .zenflow/tasks/new-task-3cda/plan.md (Phase 0)

⏳ Phase 1: Database Environment Management (PENDING)

Status: PENDING

Objective: Implement database environment selection and synchronization for production, staging, and dev databases.

📋 Tasks:
  • ⏳ 1.1: Database Connection Configuration
  • ⏳ 1.2: Database Environment Utility
  • ⏳ 1.3: Schema Comparison Controller Updates
  • ⏳ 1.4: Database Sync Script
  • ⏳ 1.5: Application-Level Database Sync UI
  • ⏳ 1.6: Environment Indicator
  • ⏳ 1.7: Documentation & Testing

Dependencies: Phase 0 complete

Verification: Can add new database environments, switch between them, and sync schema changes

⏳ Phase 2: Database Schema & Models (PENDING)

Status: PENDING

Objective: Create new database schema and DBIC Result classes for role-based access control and audit trail.

📋 Tasks:
  • ⏳ Create SiteRole.pm Result class
  • ⏳ Create UserSiteRole.pm Result class
  • ⏳ Create PlanAudit.pm Result class
  • ⏳ Update DailyPlan.pm with allowed_roles column
  • ⏳ Update Todo.pm with allowed_roles column
  • ⏳ Create SQL migration script
  • ⏳ Run schema sync via /admin/schema-comparison

Dependencies: Phase 1 complete

Verification: All syntax checks passed, schema sync pending

⏳ Phase 3: Data Seeding (PENDING)

Status: PENDING

Objective: Seed initial role data for existing sites (CSC, Bmaster) and assign roles to existing users.

📋 Tasks:
  • ⏳ Create scripts/seed_site_roles.pl script
  • ⏳ Test seeding script on development database
  • ⏳ Verify role data in site_roles and user_site_roles tables
  • ⏳ Document seeding process for future sites

Dependencies: Phase 2 complete

Verification: Query database to confirm roles exist for CSC and Bmaster sites

⏳ Phase 4: Access Control Utilities (PENDING)

Status: PENDING

Objective: Create utility modules for checking user permissions and site access.

📋 Tasks:
  • ⏳ Create lib/Comserv/Util/PlanAccess.pm with permission methods
  • ⏳ Add unit tests for PlanAccess utility
  • ⏳ Create lib/Comserv/Util/PlanAudit.pm with audit logging methods
  • ⏳ Add unit tests for PlanAudit utility

Dependencies: Phase 3 complete

Verification: Run unit tests, manually test permission checks

⏳ Phase 5: Plan Controller (PENDING)

Status: PENDING

Objective: Create new Plan controller to replace Documentation controller for planning routes.

📋 Tasks:
  • ⏳ Create lib/Comserv/Controller/Plan.pm with base actions
  • ⏳ Implement daily action
  • ⏳ Implement weekly action
  • ⏳ Implement monthly action
  • ⏳ Add error handling and logging
  • ⏳ Test controller actions with different user roles

Dependencies: Phase 4 complete

Verification: Access /admin/plan/daily, verify filtering, check logs

⏳ Phase 6: Daily Plan Template (PENDING)

Status: PENDING

Objective: Create new daily plan template that dynamically renders from database.

📋 Tasks:
  • ⏳ Create root/admin/plan/daily.tt template
  • ⏳ Implement "Today" tab content
  • ⏳ Add checkbox functionality for marking todos complete (AJAX)
  • ⏳ Add "Add Task" button linking to /todo/addtodo
  • ⏳ Test template rendering with various data sets

Dependencies: Phase 5 complete

Verification: Visual inspection, test with different dates/sites/roles

⏳ Phase 7: Weekly & Other View Templates (PENDING)

Status: PENDING

Objective: Create additional view templates for weekly, monthly, and master plan views.

📋 Tasks:
  • ⏳ Create root/admin/plan/weekly.tt template
  • ⏳ Create root/admin/plan/monthly.tt template
  • ⏳ Create root/admin/plan/master.tt template
  • ⏳ Test all templates with sample data

Dependencies: Phase 6 complete

Verification: Visual inspection, navigate between views

⏳ Phase 8: Project-Documentation Integration (PENDING)

Status: PENDING

Objective: Implement project linking and documentation mapping features.

📋 Tasks:
  • ⏳ Extend lib/Comserv/Controller/Plan.pm with project actions
  • ⏳ Create root/admin/plan/projects.tt template
  • ⏳ Implement auto-match algorithm
  • ⏳ Create root/admin/plan/project_detail.tt template
  • ⏳ Test project-documentation linking workflow

Dependencies: Phase 7 complete

Verification: Link projects to docs, verify display on detail page

⏳ Phase 9: Audit Trail Viewer (PENDING)

Status: PENDING

Objective: Implement audit trail viewing and filtering.

📋 Tasks:
  • ⏳ Add audit logging hooks to Plan controller
  • ⏳ Create root/admin/plan/audit.tt template
  • ⏳ Implement audit action
  • ⏳ Test audit logging with various operations

Dependencies: Phase 8 complete

Verification: Perform actions, verify audit log entries, test filters

⏳ Phase 10: URL Migration & Routing (PENDING)

Status: PENDING

Objective: Update existing routes and add redirects from old URLs to new controller.

📋 Tasks:
  • ⏳ Add redirect in lib/Comserv/Controller/Documentation.pm
  • ⏳ Update navigation links in templates
  • ⏳ Search codebase for hardcoded DailyPlan URLs and update
  • ⏳ Test navigation from various entry points

Dependencies: Phase 9 complete

Verification: Click all navigation links, verify no 404 errors, check redirect logs

⏳ Phase 11: Todo Controller Integration (PENDING)

Status: PENDING

Objective: Update existing Todo controller to integrate with new planning system.

📋 Tasks:
  • ⏳ Update lib/Comserv/Controller/Todo.pm methods to log audit events
  • ⏳ Respect allowed_roles filtering via PlanAccess
  • ⏳ Update todo templates with new plan view links
  • ⏳ Test todo operations with role-based filtering

Dependencies: Phase 10 complete

Verification: Create/update/delete todos, verify audit logs and role filtering

⏳ Phase 12: Testing & Verification (PENDING)

Status: PENDING

Objective: Comprehensive testing across all implemented features.

📋 Tasks:
  • ⏳ Permission Testing (normal user, developer, site admin, super admin)
  • ⏳ Functionality Testing (navigate views, filter, mark complete, link projects)
  • ⏳ Performance Testing (page load time < 2 seconds, < 10 queries per page)
  • ⏳ Browser Testing (Chrome, Firefox, Safari, responsive layout)
  • ⏳ Data Migration (migrate key plans to database, archive old text files)

Dependencies: Phase 11 complete

Verification: All tests pass, performance targets met, migration complete

⏳ Phase 13: Documentation & Cleanup (PENDING)

Status: PENDING

Objective: Document the new system and clean up obsolete files.

📋 Tasks:
  • ⏳ Create user documentation
  • ⏳ Create admin documentation
  • ⏳ Update developer documentation
  • ⏳ Archive obsolete files
  • ⏳ Update README.md or project documentation

Dependencies: Phase 12 complete

Verification: Documentation reviewed and accessible to users/admins/developers

⏳ Phase 14: Production Deployment (PENDING)

Status: PENDING

Objective: Deploy to production with database migration and monitoring.

📋 Tasks:
  • ⏳ Pre-deployment (backup production database, review checklist, notify users)
  • ⏳ Deployment (deploy code, execute schema sync, run seed script)
  • ⏳ Post-deployment (verify routes, test with real accounts, monitor logs/performance)
  • ⏳ Rollback Plan (document procedure, keep backup available for 7 days)

Dependencies: Phase 13 complete

Verification: Production system functional, no errors in logs, user feedback positive

📁 Documentation

  • Requirements: .zenflow/tasks/new-task-3cda/requirements.md
  • Technical Spec: .zenflow/tasks/new-task-3cda/spec.md
  • Implementation Plan: .zenflow/tasks/new-task-3cda/plan.md
🚀 Sub-Project: ToDo System Comprehensive Update

Status: PENDING

Parent Project: Planning System | Priority: HIGH

Comprehensive plan to update the ToDo system, focusing on performance, schema stability, and integration with the DailyPlan system using a multi-interval time tracking strategy.

Key Objectives

  • Performance Audit: Review Todo.pm controller and model for optimization opportunities.
  • Logic Optimization: Enhance task fetching and filtering logic (ref: day.tt).
  • Schema Refinement: Transition to normalized time tracking with todo_interval.

Related Todos from Todo System

  • [ ] Design and implement todo_interval table schema
  • [ ] Create TodoInterval.pm DBIC Result class
  • [ ] Update Todo.pm controller to handle intervals
  • [ ] Modify addtodo.tt and edit.tt forms for interval management
  • [ ] Update day.tt and week.tt to render multi-interval tasks
  • [ ] Implement sequential dependency validation
  • [ ] Create migration script to populate todo_interval from existing todos
  • [ ] Performance testing and optimization
  • [ ] Documentation updates

Step 1: Schema & Data Model (Core Infrastructure)

  • Task 1.1: Core todo Table Refinement
    • Action: Maintain existing fields for backward compatibility but plan for deprecation of time_of_day and scheduled_date in favor of the intervals table.
    • Files: Ency::Result::Todo.pm
  • Task 1.2: Implement todo_interval Table
    • Proven Strategy: Mirror the structure of the existing log table (which uses start_time, end_time, and time) to maintain system consistency.
    • Fields:
      • id (INT, PK, AI)
      • todo_id (INT, FK to todo.record_id)
      • start_date (DATE)
      • start_time (TIME)
      • end_date (DATE)
      • end_time (TIME)
      • interval_type (ENUM: 'planned', 'actual') - Optional: allows unifying planning and logging.
      • status (ENUM: 'scheduled', 'completed', 'canceled')
    • Pros: Supports multiple non-contiguous work blocks for a single task; leverages existing logic patterns from the Log system.
    • Action: Create Ency::Result::TodoInterval.pm.
  • Task 1.3: Define Relationships
    • Todo -> TodoInterval: has_many relationship in Todo.pm.
    • TodoInterval -> Todo: belongs_to relationship in TodoInterval.pm.

Related Documentation (from RepositoryCodeAudit.json)

For full implementation details, see original plan content below in archived Group 6.

🔄 Synchronization & Standards
Project IDs (Synchronization)

Status: IN PROGRESS

🚀 Zencoder Efficiency Improvements

Status: IN PROGRESS

Improve efficiency in the Zencoder system with optimizations and updates.

🔄 Theme Sync (Synchronization)

Status: IN PROGRESS

🔄 Doc Cleanup (Documentation Cleanup)

Status: IN PROGRESS

Auto-Sync Test System

Status: PENDING

🎓 WorkShops Advertising System

Status: IN PROGRESS - Phase 0 COMPLETE | Priority: HIGH

Zenflow Task: workshops-7d21 (port 4004) | Branch: workshops-7d21

Objective: Comprehensive platform for managing and advertising educational workshops across multiple sites with role-based access control, participant management, PowerPoint integration, mailing lists, and content development tools.

📋 Overview

Transform basic workshop CRUD operations into a full-featured workshop advertising and management system:

  • Multi-site workshop advertising with public/private visibility
  • Workshop leader role management and permissions
  • Online registration workflow with capacity limits and waitlists
  • PowerPoint presentation upload/download for participants
  • Online content development with rich text editor
  • Workshop mailing lists with email history tracking
  • File upload/download system for workshop materials
  • Comprehensive authorization (CSC admin god-level, site-scoped admins/leaders)

📊 WorkShops Project from Database

workshop advertising system (Project ID: 73)

  • Description: workshop advertising system
  • Start Date: 2025-02-28
  • End Date: 2027-02-28
  • Status: In-Process
  • Project Code: WorkshopList
  • Project Size: 1000
  • Estimated Man Hours: 1000
  • Developer Name: Shanta
  • Client Name: internal
  • Comments: workshop advertising system

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🏗️ Implementation Phases (Database-Driven Containers)

Each phase is a sub-project in the database with detailed todos. Click to expand/collapse phase details. Sub-project IDs: 174-184 (~60 todos total).

✅ Phase 0: Planning System Integration - Delivered

What: Integrate WorkShops system into Planning.tt documentation. Establish foundation for all subsequent development work.

Why: Without proper planning documentation, the project lacks visibility, tracking, and integration with the overall system planning workflow.

✅ Completion: Planning.tt updated with comprehensive WorkShops section, all 8 phases documented, port 4004 link added to Overview, Project ID 8 integrated.

📊 Database Project Details
  • Project ID: 174
  • Status: Completed
  • Timeline: 2026-02-14 → 2026-02-14
  • Project Code: WS-P0

View Details | Edit

✅ Phase 1: Database Schema & Models - Delivered

What: Create/extend DBIx::Class Result classes for workshop data model. Schema system auto-generates database tables and columns.

✅ Completion: All 6 Result classes created (WorkShop.pm, Participant.pm, WorkshopContent.pm, WorkshopEmail.pm, WorkshopRole.pm, SiteWorkshop.pm), Schema.pm updated, database synced.

📊 Database Project Details
  • Project ID: 175
  • Status: Completed
  • Timeline: 2026-02-15 → 2026-02-20

View Details | Edit

✅ Phase 2: Core Controller Extensions - Delivered

What: Authorization helpers, workshop leader checks, lifecycle management actions (publish, close, start, complete, cancel)

📊 Database Project Details
  • Project ID: 176
  • Status: Delivered
  • Timeline: 2026-02-21 → 2026-02-25

View Details | Edit

✅ Phase 3: Registration & Participant Management - Delivered

What: User registration workflow, capacity limits, waitlist handling, participant management (add/remove)

📊 Database Project Details
  • Project ID: 177
  • Status: Pending
  • Timeline: 2026-02-26 → 2026-03-05

View Details | Edit

✅ Phase 4: Content Management - Delivered

What: PowerPoint file upload/download, online content sections, file management with authorization

📊 Database Project Details
  • Project ID: 178
  • Status: Pending
  • Timeline: 2026-03-06 → 2026-03-12

View Details | Edit

✅ Phase 5: Email & Communication - Delivered

What: Email templates, mass email sending to participants, email history tracking

📊 Database Project Details
  • Project ID: 179
  • Status: Pending
  • Timeline: 2026-03-13 → 2026-03-18

View Details | Edit

✅ Phase 6: Multi-Site Support - Delivered

What: Site-scoped filtering, cross-site workshop discovery (public/private), site_workshop junction table

📊 Database Project Details
  • Project ID: 180
  • Status: Pending
  • Timeline: 2026-03-19 → 2026-03-24

View Details | Edit

✅ Phase 7: UI Templates - Delivered

What: Workshop listing/details/edit forms, dashboard for leaders, participant management UI, email composer, file upload interface

📊 Database Project Details
  • Project ID: 181
  • Status: Pending
  • Timeline: 2026-03-25 → 2026-04-02

View Details | Edit

✅ Phase 8A: Controller Unit Tests - Delivered

What: Create comprehensive unit tests for WorkShop controller actions (23 test cases covering all endpoints).

✅ Completion: controller_WorkShop_extended.t created with 23 tests, all tests passing, 100% endpoint coverage achieved.

📊 Database Project Details
  • Project ID: 182
  • Status: Pending

View Details | Edit

⏳ Phase 8B: Integration Tests & Final Verification - In-Progress

What: Integration tests, manual testing checklist, syntax checks, development server verification, documentation updates.

Status: Authorization fixes completed (edit permissions, dashboard access, NULL created_by handling), draft workshop filtering implemented, status field saving fixed, date/time formatting improved (12-hour AM/PM), logging system enhanced.

📊 Database Project Details
  • Project ID: 183
  • Status: Delivered
  • Timeline: 2026-02-18 → 2026-02-21

View Details | Edit

✅ Recent Fixes (2026-02-20/21/25)
  • ✅ Fixed edit permission denied errors (NULL created_by handling, admin fallback)
  • ✅ Fixed dashboard access (workshop_leader role now allowed)
  • ✅ Hidden draft workshops from regular users (only visible to creators/admins)
  • ✅ Fixed status field saving in add/edit forms
  • ✅ Improved date/time formatting (12-hour AM/PM, human-readable dates)
  • ✅ Made filters collapsible by default
  • ✅ Fixed Register button visibility logic
  • ✅ Added comprehensive authorization debug logging
  • ✅ Clarified Site Sharing labels (My Site Only / Shared Across All Sites)
  • ✅ Added deterministic backfill script: script/backfill_workshop_created_by.pl (dry-run default, transaction-safe live mode)
  • ✅ Executed created_by backfill on production_server: 8 rows updated, 0 NULL remaining (verified 2026-02-25)
⏳ Remaining Tasks
  • ⏳ Manual testing: Full workshop lifecycle (create → publish → register → complete)
  • ⏳ Performance testing: Workshop listing load time verification
  • ⏳ Run lint/typecheck commands if available
📋 Phase 8C: User Testing & Bug Fixes - Requested

What: Conduct comprehensive user testing with workshop leaders, participants, and admins. Identify and fix all critical bugs before production deployment.

Why: User testing ensures the system works in real-world scenarios, catches bugs automated tests miss, and validates workflow intuitiveness.

📊 Database Project Details
  • Project ID: 184
  • Status: In-Process

View Details | Edit

🧪 Testing Scenarios
  • Scenario 1: Create and Publish Workshop (7 steps)
  • Scenario 2: Register and Participate (7 steps)
  • Scenario 3: Workshop Leader Communications (6 steps)
  • Scenario 4: Multi-Site Public Workshop (4 steps)
  • Scenario 5: Full Workshop Lifecycle (9 steps)

Success Criteria: At least 3 workshop leaders and 10 participants test successfully, all critical bugs fixed, performance < 2 seconds.

📝 Implementation Summary

  • ✅ Phase 0: Planning System Integration
  • ✅ Phase 1: Database Schema & Models (6 Result classes)
  • ✅ Phase 2: Core Controller Extensions (Authorization)
  • ✅ Phase 3: Registration & Participant Management
  • ✅ Phase 4: Content Management (Files & Online Content)
  • ✅ Phase 5: Email & Communication
  • ✅ Phase 6: Multi-Site Support
  • ✅ Phase 7: UI Templates (7 templates created)
  • ✅ Phase 8A: Controller Unit Tests (23 tests passing)
  • ⏳ Phase 8B: Integration Tests & Final Verification (IN PROGRESS)
  • 📋 Phase 8C: User Testing & Bug Fixes (NEXT)

🔗 Related Documentation

  • Requirements: .zenflow/tasks/workshops-7d21/requirements.md
  • Technical Spec: .zenflow/tasks/workshops-7d21/spec.md
  • Implementation Plan: .zenflow/tasks/workshops-7d21/plan.md
  • Backfill Script: Comserv/script/backfill_workshop_created_by.pl
  • API Access: api.workstation.local:4004

📁 Documentation & Resources

  • Zenflow Task: workshops-7d21
  • Requirements: .zenflow/tasks/workshops-7d21/requirements.md
  • Technical Spec: .zenflow/tasks/workshops-7d21/spec.md
  • Implementation Plan: .zenflow/tasks/workshops-7d21/plan.md
  • API Access: api.workstation.local:4004

🔌 API Endpoints

Workshop Management Endpoints
  • GET /workshop - List all workshops with filtering
    Query params: site_filter (all|public|mysite), status_filter (all|draft|published|registration_closed|in_progress|completed|cancelled), date_from, date_to
  • GET /workshop/add - Display workshop creation form
    Auth: Authenticated users only
  • POST /workshop/addworkshop - Create new workshop
    Auth: Authenticated users | Fields: title, description, start_date, max_participants, status, share (public/private), registration_deadline
  • GET /workshop/details - View workshop details
    Query params: workshop_id | Auth: Public for published workshops, registered participants for materials
  • GET /workshop/edit - Display workshop edit form
    Query params: workshop_id | Auth: Workshop leader or admin
  • POST /workshop/edit - Update workshop
    Auth: Workshop leader or admin | Updates all workshop fields including status and share settings
  • GET /workshop/dashboard - Workshop leader dashboard
    Auth: Authenticated users | Shows workshops created by user with stats
Lifecycle Management Endpoints
  • POST /workshop/publish - Publish workshop (draft → published)
    Auth: Workshop leader or admin | Params: workshop_id
  • POST /workshop/close_registration - Close registration (published → registration_closed)
    Auth: Workshop leader or admin | Params: workshop_id
  • POST /workshop/start - Start workshop (any → in_progress)
    Auth: Workshop leader or admin | Params: workshop_id
  • POST /workshop/complete - Complete workshop (any → completed)
    Auth: Workshop leader or admin | Params: workshop_id
  • POST /workshop/cancel - Cancel workshop (any → cancelled)
    Auth: Workshop leader or admin | Params: workshop_id
Registration & Participant Management Endpoints
  • POST /workshop/register - Register for workshop
    Auth: Authenticated users | Params: workshop_id | Auto-handles capacity limits and waitlist
  • POST /workshop/unregister - Cancel registration
    Auth: Authenticated users | Params: workshop_id
  • GET /workshop/participants - View participant list
    Auth: Workshop leader or admin | Params: workshop_id | Shows registered and waitlist separately
  • POST /workshop/add_participant - Manually add participant
    Auth: Workshop leader or admin | Params: workshop_id, email, name, site_affiliation
  • POST /workshop/remove_participant - Remove participant
    Auth: Workshop leader or admin | Params: workshop_id, participant_id
File Management Endpoints
  • GET /workshop/files - List workshop files
    Auth: View access (registered participants, leader, admin) | Params: workshop_id
  • POST /workshop/upload - Upload workshop file
    Auth: Workshop leader or admin | Params: workshop_id, file | Max size: 50MB | Allowed types: ppt, pptx, pdf, doc, docx, txt
  • GET /workshop/download - Download workshop file
    Auth: Registered participants, leader, or admin | Params: file_id
  • POST /workshop/delete_file - Delete workshop file
    Auth: Workshop leader or admin | Params: file_id
Content Management Endpoints
  • GET /workshop/content - List content sections
    Auth: View access | Params: workshop_id | Ordered by sort_order
  • GET /workshop/add_content - Display content creation form
    Auth: Workshop leader or admin | Params: workshop_id
  • POST /workshop/add_content - Create content section
    Auth: Workshop leader or admin | Params: workshop_id, title, content, content_type, sort_order
  • GET /workshop/edit_content - Display content edit form
    Auth: Workshop leader or admin | Params: content_id
  • POST /workshop/edit_content - Update content section
    Auth: Workshop leader or admin | Params: content_id, title, content, content_type, sort_order
  • POST /workshop/delete_content - Delete content section
    Auth: Workshop leader or admin | Params: content_id
Email Communication Endpoints
  • GET /workshop/compose_email - Display email composition form
    Auth: Workshop leader or admin | Params: workshop_id
  • POST /workshop/send_email - Send email to participants
    Auth: Workshop leader or admin | Params: workshop_id, subject, body | Sends to all registered participants
  • GET /workshop/email_history - View email history
    Auth: Workshop leader or admin | Params: workshop_id | Shows all sent emails with status

✅ Success Criteria

  • Workshop leaders can create and manage workshops
  • Multi-site filtering works correctly (public vs. private workshops)
  • Registration workflow enforces capacity limits and waitlist
  • PowerPoint files upload/download restricted to registered participants
  • Email system sends to all registered participants
  • Authorization checks enforce CSC admin god-level and site-scoped access
  • All CRUD operations follow existing Catalyst/DBIx::Class patterns
  • Mobile-responsive design maintained
  • All tests passing (unit, integration)
  • Production deployment successful with < 2 second page loads

🔑 Key Features

  • Role-Based Access: CSC admin (god-level), Site admin (site-scoped), Workshop leader (own workshops), User (register/view), Guest (public view only)
  • Workshop Lifecycle: Draft → Published → Registration Closed → In Progress → Completed/Cancelled
  • Multi-Site Support: Public workshops visible across all sites, private workshops site-filtered
  • Participant Management: Registration, capacity limits, waitlist, manual add/remove
  • Content Development: PowerPoint upload/download, online rich text editor, content sections with sort order
  • Communication: Workshop mailing lists, email templates, email history tracking
  • File Management: Reuse existing files table, whitelist file types (PPT, PPTX, PDF), restrict downloads to registered participants

🔗 Related Projects

👥 User & Admin Management System
👥 User & Admin Management System

Status: IN PROGRESS - Phase 1 Complete, Phase 2 Started | Priority: HIGH

Zenflow Task: users-e5b8 (port 4005) | Branch: users-e5b8

Objective: Comprehensive user and admin management system with email verification, password reset, role management, and site-based access control.

📋 Overview

Enhance existing user management with complete self-service and administrative capabilities:

  • Self-registration with email verification (3-step process)
  • Admin-created accounts with invitation workflow
  • Password management (change, reset via email)
  • Enhanced login (email OR username, password OR verification code)
  • User dashboard (profile view/edit, site roles)
  • Admin dashboard (user list, filters, search)
  • Role management (assign/remove roles per site)
  • Account suspension/activation
  • Site-based access control (CSC admin vs site admin)
  • Audit logging for all user/admin actions

📊 Users Project from Database

Users (Project ID: 184)

  • Description: User and Admin Management System with email verification, password reset, role management, and site-based access control.
  • Start Date: 2026-02-18
  • End Date: 2026-04-30
  • Status: In-Process
  • Project Code: USERS
  • Project Size: 5
  • Estimated Man Hours: 80
  • Developer Name: Development Team
  • Client Name: Internal
  • Comments: Comprehensive user management system.

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🎯 Current Phase: Phase 2 - User Self-Service Features

  • ✅ Requirements document created
  • ✅ Technical specification complete
  • ✅ Implementation plan created (23 steps across 5 phases)
  • ✅ EmailVerificationCode Result file created
  • ✅ PasswordResetToken Result file created
  • ✅ User Result file modified (8 new columns, 4 relationships)
  • ✅ Fixed schema_compare bugs (CURRENT_TIMESTAMP, JSON serialization)
  • ✅ Database schema changes verified (all 3 tables created/modified, DBIx::Class relationships active)
  • ✅ UserVerification utility module created (SHA256 hashing, code/token generation, 24h expiry)
  • ✅ 3-step self-registration workflow implemented (refactored existing code, PascalCase templates)
  • ⏳ **NEXT**: Enhance login with email/username support

🔧 Issues Resolved

  • ✅ Fixed duplicate User.pm files (User.pm vs User/User.pm)
  • ✅ Updated package references in Documentation.pm and Content.pm
  • ✅ Added check_password() and display_name() methods to User.pm
  • ✅ Fixed schema_compare CURRENT_TIMESTAMP handling (was generating SCALAR(0x...))
  • ✅ Fixed schema_compare JSON serialization (scalar reference dereferencing)
  • ✅ Fixed regex in parse_result_file_columns() to capture last column

🔨 Latest Implementation: 3-Step Self-Registration Workflow

Status: ✅ COMPLETE - Ready for testing

Access: http://workstation.local:4005/user/register

Implementation Approach:

  • Reused Existing Code: Refactored register action and register.tt template instead of creating duplicates
  • Followed PascalCase: New templates named VerifyEmail.tt and CompleteProfile.tt
  • Clean URLs: /user/register (not /register_step1), /user/verify_email, /user/complete_profile
  • Deleted Orphans: Removed duplicate templates (create_account.tt, register_step1.tt) and orphaned actions
  • Backward Compatible: /user/create_account redirects to /user/register

Workflow (3 Steps):

  1. Step 1 - Register (/user/register):
    • User enters username + email
    • Validates uniqueness (username & email)
    • Creates user with status='pending_verification'
    • Generates 6-digit code (SHA256 hashed)
    • Stores in email_verification_codes table
    • Displays code in session for testing (placeholder for email)
    • Redirects to Step 2
  2. Step 2 - Verify Email (/user/verify_email):
    • User enters 6-digit code
    • Validates against hashed value
    • Checks 24-hour expiry via UserVerification::is_expired()
    • Marks verified_at timestamp
    • Redirects to Step 3
  3. Step 3 - Complete Profile (/user/complete_profile):
    • User enters first name, last name, password (2x)
    • Validates password length (≥8 chars) and match
    • Hashes password with SHA256
    • Updates user: status='active', email_verified_at, name, password
    • Clears session verification data
    • Redirects to login with success message

Files Modified/Created:

  • ✅ User.pm - Refactored do_create_account for Step 1, added verify_email and complete_profile actions
  • ✅ register.tt - Refactored to show only username + email (removed password, name fields)
  • ✅ VerifyEmail.tt - Created (PascalCase) with code entry form and testing helper
  • ✅ CompleteProfile.tt - Created (PascalCase) with name + password form
  • ❌ Deleted: create_account.tt, register_step1.tt (duplicates)

Security Features:

  • ✅ SHA256 hashing for verification codes (never stored plain text)
  • ✅ SHA256 hashing for passwords
  • ✅ 24-hour expiry on verification codes
  • ✅ Server-side validation (username uniqueness, email format, password strength)
  • ✅ Session-based workflow (prevents skipping steps)

Testing Notes:

  • ⚠️ Database schema must be applied via schema_compare before testing
  • 📧 Email sending is placeholder (code displayed on screen for testing)
  • 🔧 Syntax verified with perl -Ilib -c
  • 🔄 Server restart required after schema changes

Next Step: Enhance login to accept email OR username (currently username only)

🚀 Implementation Phases (6 weeks)

Phase 1: Database Schema (Week 1) - ✅ COMPLETE

  • ✅ Create EmailVerificationCode Result file
  • ✅ Create PasswordResetToken Result file
  • ✅ Modify User Result file (add 8 columns: email_notifications, status, email_verified_at, created_by, creation_context, created_at, updated_at; add relationships)
  • ✅ Database schema changes verified
    • ✅ email_verification_codes table created (6 columns)
    • ✅ password_reset_tokens table created (6 columns)
    • ✅ users table modified (7 new columns added)
    • ✅ All DBIx::Class relationships active and functional
    • ✅ Schema validation confirmed via DBIx::Class queries

Phase 2: User Self-Service (Week 2-3) - ⏳ IN PROGRESS

  • ✅ UserVerification utility (code/token generation and validation)
    • Moose-based utility class with SHA256 hashing
    • 6-digit verification codes & 32-char hex reset tokens
    • 24-hour expiry for all codes/tokens
    • Methods: generate_verification_code(), create_verification_code(), verify_code(), generate_reset_token(), create_reset_token(), verify_reset_token(), is_expired()
    • Full integration with DBIx::Class relationships (EmailVerificationCode, PasswordResetToken)
  • ✅ 3-step registration (email → verify code → complete profile)
    • Refactored existing register.tt and do_create_account (reuse over new)
    • Created VerifyEmail.tt and CompleteProfile.tt (PascalCase naming)
    • Clean URLs: /user/register, /user/verify_email, /user/complete_profile
    • Session-based workflow prevents step skipping
    • Full validation: username/email uniqueness, password strength, code expiry
    • Deleted orphaned duplicates: create_account.tt, register_step1.tt
  • ⏳ **NEXT**: Enhanced login (email/username, password/code)
  • Password management (change, reset)
  • Profile view/edit
  • Email templates (verification, reset, welcome)

Phase 3: Admin Features (Week 4-5)

  • Admin dashboard (user list, filters, search)
  • Admin user creation (with invitation email)
  • User edit/suspend/activate
  • Role management (assign/remove UserSiteRole)
  • Site role management (SiteRole CRUD)

Phase 4: Integration & Polish (Week 6)

  • Project registration via API
  • Comprehensive audit logging
  • Manual testing of all workflows
  • Production deployment

📁 Documentation & Resources

🗄️ Database Schema Changes

New Tables & Modifications

User Table Modifications:

  • username - Change to nullable (admin-created accounts)
  • status - New field (pending_verification, pending_setup, active, suspended)
  • email_verified_at - Timestamp
  • created_by - User ID of creator (for admin-created accounts)
  • creation_context - self_registration, workshop_invitation, admin_created

New Tables:

  • email_verification_codes - Email verification workflow
  • password_reset_tokens - Password reset workflow

Existing Tables (No Changes):

  • user_site_roles - Links users to roles and sites
  • site_roles - Defines available roles per site

🔌 Key Features

User Self-Service
  • Self-Registration
    3-step process: Enter username+email → Verify 6-digit code → Complete profile with password
  • Enhanced Login
    Accepts email OR username, password OR verification code (for admin-created accounts)
  • Password Management
    Change password (while logged in) | Reset via email link with 24-hour token
  • Profile Management
    View profile with site roles | Edit name and email | Username read-only
Admin Features
  • User Dashboard
    List all users | Filter by site, role, status | Search by username, email | CSC admins see all, site admins see their site only
  • User Creation
    Admin creates account with email only | Sends invitation email with verification code | User sets own username and password
  • User Management
    Edit user details | Suspend/activate accounts | View audit logs
  • Role Management
    Assign/remove roles per site | Manage site-specific role list | Standard roles: normal, editor, developer, WorkshopLeader, admin

🔒 Security Features

  • All passwords hashed with SHA256 (existing pattern)
  • Verification codes and reset tokens hashed before storage
  • 24-hour expiry enforced on all tokens
  • Single-use tokens for password reset
  • Site-based access control (AdminAuth utility)
  • Comprehensive audit logging (Logging utility)

🔗 Related Systems

🛠️ Maintenance & Improvements
Cleanup Outdated Todos

Status: PENDING

Priority Todos Layout Improvement

Status: IN PROGRESS

Archive Documentation Cleanup

Status: PENDING

API & Documentation Update

Status: PENDING

Master Plan Agent Example

Status: PENDING

🤖 AI Systems
🤖 AI Chat System Enhancement & Agent Architecture [Project #114]

Status: IN-PROCESS | Project Code: AIC-ENH | Hours: 160

Timeline: 2026-02-06 → 2026-02-28 | Developer: Shanta

Project Description

Enhanced AI Chat system with multi-agent architecture, external API integration, and conversation management. **Phase 1 - Foundation (Current)** - Database setup (user_api_keys table migration) - API key management with AES-256 encryption - Conversation persistence and resume functionality - Ollama 500 error fix (completed) **Phase 2 - Agent System** - Agent routing and configuration (.zencoder/coding-standards.yaml) - Agent selection UI with role-based filtering - @agent mention parsing - Agent metadata tracking in database **Phase 3 - Advanced Features** - Agent handoff commands (Pass to [agent]) - Multi-provider support (X.AI/Grok, OpenAI, Claude) - Enhanced model selection with provider grouping - External API integration and testing **Phase 4 - Integration
📝 Notes: Zenflow: aichatsystem-ef4e (port 4001) | Branch Review: .zenflow/tasks/aichatsystem-ef4e/branch-review-findings.md | Database: user_api_keys migration required | Replaces: ai-chat-system-8434 branch work

Context: Enhance AI Chat system with conversation management, API key infrastructure, agent-based architecture, and multi-provider support (Ollama, X.AI, OpenAI, Claude).

✅ Branch Review Completed (Feb 6, 2026)

  • Findings: Previous branch ai-chat-system-8434 work fully integrated into main
  • Already Implemented: Ollama 500 fix, conversation backend, API key controllers, model selection, agent foundation
  • Current Blocker: user_api_keys table missing in database
  • Resolution: Migration SQL created at Comserv/db/migrations/create_user_api_keys_table.sql
  • Full Review: .zenflow/tasks/aichatsystem-ef4e/branch-review-findings.md

📋 Primary Objectives (4 Phases)

  1. Phase 1 - Foundation: Database setup, API key management, conversation resume UI
  2. Phase 2 - Agent System: Agent routing, selection UI, YAML configuration
  3. Phase 3 - Advanced Features: Agent handoff, external providers (Grok/OpenAI/Claude), model enhancements
  4. Phase 4 - Integration & Polish: Security audit, performance testing, documentation

🎯 Phase 1: Foundation (Current)

  • ❌ BLOCKER: Run database migration for user_api_keys table
  • ⏳ Pending: Set API_KEY_ENCRYPTION_KEY environment variable
  • ⏳ Next: Add conversation resume dropdown to chat UI
  • ⏳ Next: Implement X.AI/Grok integration (Comserv::Model::Grok)

🔑 Existing Features (Already Working)

  • ✅ Conversation Persistence: Backend saves all messages with conversation_id
  • ✅ Conversation List Page: /ai/conversations displays past chats
  • ✅ Model Selection: Role-based dropdowns for admin/developer/editor
  • ✅ Multi-Server Support: Toggle between localhost and remote Ollama (192.168.1.171)
  • ✅ Guest Sessions: Anonymous users can use AI chat without login
  • ✅ API Key UI: /ai/manage_api_keys with add/edit/delete forms

🏗️ Architecture

  • Controllers:
    • AI.pm (2932 lines) - Main chat, generate, conversations
    • AIAdmin.pm (318 lines) - Model/agent admin, API keys (partial)
    • AIPlanning.pm - Planning integration
  • Database Tables:
    • ✅ ai_conversations - Conversation metadata
    • ✅ ai_messages - Message history with agent tracking
    • ✅ ai_model_config - Model configs with encrypted API keys
    • ❌ user_api_keys - NEEDS MIGRATION
  • Templates:
    • ai/index.tt (1251 lines) - Main chat interface
    • ai/manage_api_keys.tt (330 lines) - API key management
    • ai/admin/models.tt - Model configuration
    • ai/admin/agents.tt - Agent management
  • Models:
    • Ollama.pm - Local/remote Ollama integration
    • Grok.pm - X.AI integration (partial)
    • UserApiKeys.pm - Encryption/decryption methods

🚀 Implementation Roadmap

Phase 1: Foundation (2-3 days)

  1. ✅ Review ai-chat-system-8434 branch
  2. ❌ Run user_api_keys table migration
  3. ⏳ Add conversation dropdown to chat UI
  4. ⏳ Complete Grok.pm implementation

Phase 2: Agent System (3-4 days)

  1. Define agents in .zencoder/coding-standards.yaml
  2. Create Comserv::Util::AgentRouter module
  3. Add agent selection dropdown (role-filtered)
  4. Implement @agent mention parsing

Phase 3: Advanced Features (4-5 days)

  1. Agent handoff commands ("Pass to [agent]")
  2. OpenAI integration (Comserv::Model::OpenAI)
  3. Anthropic Claude integration (Comserv::Model::Claude)
  4. Enhanced model selection with provider grouping

Phase 4: Integration & Polish (2-3 days)

  1. Security audit (API key exposure, SQL injection, XSS)
  2. Performance testing (conversation load, agent routing)
  3. E2E integration testing
  4. Documentation updates

📁 Documentation

🔧 Action Required

Database Migration Needed: 
mysql -h 192.168.1.129 -u root -p comserv < Comserv/db/migrations/create_user_api_keys_table.sql
Environment Variable: 
export API_KEY_ENCRYPTION_KEY="your-32-character-key"

🔗 Related Systems

📝 ToDo System Update Plan
🚀 ToDo System Comprehensive Update

Status: PENDING

New Location: Planning System → Sub-Project: ToDo System

Comprehensive plan to update the ToDo system, focusing on performance, schema stability, and integration with the DailyPlan system using a multi-interval time tracking strategy.

Key Objectives

  • Performance Audit: Review Todo.pm controller and model for optimization opportunities.
  • Logic Optimization: Enhance task fetching and filtering logic (ref: day.tt).
  • Schema Refinement: Transition to normalized time tracking with todo_interval.

Step 1: Schema & Data Model (Core Infrastructure)

  • Task 1.1: Core todo Table Refinement
    • Action: Maintain existing fields for backward compatibility but plan for deprecation of time_of_day and scheduled_date in favor of the intervals table.
    • Files: Ency::Result::Todo.pm
  • Task 1.2: Implement todo_interval Table
    • Proven Strategy: Mirror the structure of the existing log table (which uses start_time, end_time, and time) to maintain system consistency.
    • Fields:
      • id (INT, PK, AI)
      • todo_id (INT, FK to todo.record_id)
      • start_date (DATE)
      • start_time (TIME)
      • end_date (DATE)
      • end_time (TIME)
      • interval_type (ENUM: 'planned', 'actual') - Optional: allows unifying planning and logging.
      • status (ENUM: 'scheduled', 'completed', 'canceled')
    • Pros: Supports multiple non-contiguous work blocks for a single task; leverages existing logic patterns from the Log system.
    • Action: Create Ency::Result::TodoInterval.pm.
  • Task 1.3: Define Relationships
    • Todo -> TodoInterval: has_many relationship in Todo.pm.
    • TodoInterval -> Todo: belongs_to relationship in TodoInterval.pm.

Step 2: Add/Edit Form Enhancements

  • Implementation: Modify forms to handle dynamic interval creation.
  • Files:
    • addtodo.tt: Update to include start_time and end_time fields. Plan for a "Add another interval" button (JS-driven).
    • edit.tt: Add a "Time Intervals" section to list, edit, and delete associated intervals for the todo item.
  • Controller (Todo.pm):
    • Update create action to populate todo_interval table alongside todo.
    • Update update action to synchronize intervals (Add/Edit/Delete).

Step 3: Fluid Scheduling Logic (Day/Week Views)

  • Day View (day.tt):
    • Implementation: Join todo with todo_interval. Render tasks in the schedule grid for EVERY interval they occupy.
    • Dynamic Availability: Calculate free windows by identifying gaps between todo_interval records across all tasks for the selected day.
  • Week View (week.tt):
    • Implementation: Similar multi-interval rendering. Ensure tasks spanning multiple days via intervals are correctly reflected.

Step 4: Sequential Dependency Logic

  • Validation: In Todo.pm (or TodoInterval.pm), implement logic to prevent a task interval from being scheduled before its dependent predecessors are either completed or have earlier intervals.
  • Construction Example:
    1. Dig Hole (Step 1)
    2. Lay Forms (Step 2 - Dependent on Step 1)
    If 'Lay Forms' is scheduled at 10 AM, 'Dig Hole' MUST have an interval ending before 10 AM.

Step 5: Migration & Cleanup Plan

  • Migration Script: Create a data migration script to populate todo_interval for all existing tasks.
    • Map start_date and due_date to new interval records.
    • Assign default start_time (09:00) and end_time (10:00) for records where time_of_day is empty.
    • Handle records with existing time_of_day by mapping it to start_time.
  • Deprecation & Removal:
    • Once migration is verified, surgically remove scheduled_date and time_of_day columns from the todo table.
    • Update all legacy code references to use todo_interval.

Step 6: Data Integrity & Cascade Logic

  • Interval Cascading: Ensure todo_interval records are automatically deleted via ON DELETE CASCADE when their parent todo is removed.
  • Project-to-Task Relationship:
    • Current State: Project deletion triggers hard-deletion of all todos (cascade_delete => 1).
    • Improvement: Transition projects to a "soft-delete" or "archived" status to preserve historical task data and time tracking intervals.
    • Dependency Safety: Prevent deletion of tasks that are currently "blocking" other active tasks until dependencies are resolved or reassigned.

Summary of Files to Modify/Create

  • Controller: Comserv/lib/Comserv/Controller/Todo.pm
  • Models: Ency/Result/Todo.pm, Ency/Result/TodoDependency.pm, Ency/Result/TodoInterval.pm (NEW)
  • Templates: root/todo/addtodo.tt, root/todo/edit.tt, root/todo/day.tt, root/todo/week.tt

Related Documentation (from RepositoryCodeAudit.json)

System Integrations (Dependencies & Context)

Advanced Usage

Use the API endpoints programmatically.

Troubleshooting

API returns 401: Check token validity.

Last updated: February 21, 2026.

Starting a Zencoder Chat

✅ V3 LITERAL EXECUTION STANDARD (Prevents AI Interpretation Failures)

  • Execute First, Understand Second: AI runs mandatory bash block BEFORE reading anything else.
  • Zero Ambiguity: Commands in executable format, not instructions AI might interpret/skip.
  • Immediate Audit Trail: Mandatory Phase 0/1 execution from Prompt 1.
  • Incremental Workflow (Cleanup Agent): Mandatory Select ONE change -> Edit -> /updateprompt -> ask_questions loop.
  • Bilateral Logging (Rule 7): 100% compliance with USER PROMPT: [verbatim] recording.

📋 COPY & PASTE: Single-Prompt Initialization

Instructions: Use the unified prompt below to establish a new Zencoder session. Replace bracketed text with your specific task details. Cleanup Agents: You MUST follow the incremental workflow defined in coding-standards.yaml.

⚠️ CRITICAL COMPLIANCE NOTICE

PHASE 0 and PHASE 1 are NON-NEGOTIABLE. Agents MUST execute validation_step0.pl and updateprompt.pl --phase before as their absolute first actions. Bilateral logging REQUIREMENT: The --description field MUST contain the USER PROMPT: [verbatim text]. Cleanup Agents MUST execute Phase 2 (After Work) and Phase 3 (After Question) for EVERY incremental change.

🚀 V3 LITERAL EXECUTION OPENING PROMPT

AI: Execute this bash block IMMEDIATELY using Bash tool. Do NOT read further until execution completes.

```bash
cd /home/shanta/PycharmProjects/comserv2

# PHASE 0: Validation
perl .zencoder/scripts/validation_step0.pl

# PHASE 1: Bilateral Logging (NON-NEGOTIABLE)
export NEW_CHAT=1  # Change to 0 if continuing existing conversation

# AI: You MUST use the EXACT verbatim prompt provided by the user below.
# DO NOT paraphrase, summarize, or edit the FULL_PROMPT content.
export FULL_PROMPT='
CHAT NAME: [User fills: Brief conversation title]

TASK: [User fills: What needs to be done]

FILES INVOLVED: [User fills: Which files to work with]

SUCCESS CRITERIA: [User fills: What done looks like]
'

export AGENT_TYPE="cleanup-agent"  # cleanup-agent, planning-agent, documentation-sync, etc
export PLANNED_ACTION="[AI fills after reading: One-line summary of planned work]"

if [ "$NEW_CHAT" = "1" ]; then
    perl .zencoder/scripts/updateprompt.pl \
        --new-chat \
        --phase before \
        --action "$PLANNED_ACTION" \
        --description "USER PROMPT (VERBATIM): $FULL_PROMPT" \
        --agent-type "$AGENT_TYPE" \
        --full-prompt "$FULL_PROMPT" \
        --success 0
else
    CONV_ID=$(cat .zencoder/current_conversation_id 2>/dev/null || echo "")
    perl .zencoder/scripts/updateprompt.pl \
        --conversation-id "$CONV_ID" \
        --phase before \
        --action "$PLANNED_ACTION" \
        --description "USER PROMPT (VERBATIM): $FULL_PROMPT" \
        --agent-type "$AGENT_TYPE" \
        --full-prompt "$FULL_PROMPT" \
        --success 0
fi

echo "✅ Execution complete - Phase 0 passed, Phase 1 logged"
```

NEXT STEP (After bash execution):
1. AI MUST read /.zencoder/coding-standards.yaml (Single Source of Truth)
2. AI MUST call ask_questions() to clarify task details BEFORE starting work
3. Cleanup Agents: Select ONE task/file, apply change, log Phase 2 (After), log Phase 3 (Question), repeat.

Key Difference v3: AI executes commands FIRST (literal bash block), understands task SECOND. Prevents interpretation failures where AI skips mandatory steps.

Overview

The v3 Literal Execution Standard (Consolidated in coding-standards.yaml) solves fundamental AI failure patterns by forcing execution BEFORE interpretation. Instead of "instructions" that AI might skip or misunderstand, the opening prompt contains an executable bash block that runs immediately. This guarantees Phase 0 validation and Phase 1 bilateral logging happen from the first prompt, preventing the "helpful but inaccurate" behaviors identified in AI limitation analysis.

Why v3 Works: AI training optimizes for "helpfulness" (suggesting, explaining, paraphrasing) over "accuracy" (executing exactly, following literally, recording verbatim). By presenting commands as executable code blocks rather than prose instructions, we bypass the interpretation layer where failures occur.

Critical Requirements

🔴 Bilateral Audit Trail (MANDATORY)

Establishing a bilateral audit trail means:

  • Phase 0 execution must be logged immediately (validation_step0.pl)
  • Phase 1-Before logging MUST happen before any work begins, using verbatim user input
  • All decisions must be made via ask_questions()

🔴 Consolidated Guidelines

Always refer to /.zencoder/coding-standards.yaml as the single source of truth for:

  • Global Rules 1-11
  • Agent Role Specifications
  • Documentation Naming Standards (PascalCase)
  • Session Setup Protocol

Master Plan Coordination Dashboard

📊 Master Status Metadata (Session Info & Audit Trail) - Click to Expand

Created: 2025-12-24 | Version: 0.35 (Jan 25 18:45 - ✅ COMPLETED: #1, #2, #13, #14, #15, A.2, A.3 | MOVED: Completed Tasks to admin/documentation/CompletedTasks.tt)

Status: 📋 Active - ✅ COMPLETED: #1 SCHEMA DEBUG | #2 TOKEN AUTH | #13 PLANNING AGENT | #14 CHAT SYNC | #15 API KEYS | A.2 K8S READY | A.3 CRED AUDIT | ✅ REFACTORED: Completed Tasks Tab

Infrastructure: 4-agent Daily Plan Automator pipeline validated, Grok integration operational, Chat system enhanced, AI documentation current.

Today's Workflow (2026-01-25) 📌 NEXT PRIORITY: Select a critical item from Master Plan Priorities (A.1, B.1, or #16) for focus.

Workflow Status: Daily Audit ✅ | Documentation Sync ✅ | Master Plan Update ✅ (Chat 110) | Priority Todos: 13 active items, ordered by blocking dependencies | Next Priority: See /Documentation/PriorityTodos for detailed blocking map

Last Updated: 2026-01-25 18:45:00 UTC (Added #2, #14, Plan A.2, and Plan A.3 to completed list. Updated active task count and metadata.)

Navigation Dashboard

📌 Daily Plan (Today 01-25) 📋 Audit Report 📚 Workflow Tutorial 🤖 AI Chat Audit Features Utilities Models Summary Systems Plans Priority 🔐 Security Improvements Dependencies Timeline Parallel Overlapping Resources Updates Architecture

🔴 MASTER COORDINATION DOCUMENT

Purpose: This is your single source of truth for ALL 26 plans (including AI Chat System). Use this to:

  • Identify dependencies between plans (Plan X blocks Plan Y)
  • Find parallelizable work (Plans that can run simultaneously)
  • Detect overlapping work (Multiple plans touching same code)
  • Sequence phases logically (What order maximizes efficiency)
  • Allocate resources (Who works on what, when)
  • Track progress across all initiatives at once

⚠️ Update this document as plans change. This prevents missing steps and duplication.

Master Plan Coordination Architecture & Monitoring Rules

🏗️ Coordination Architecture Principle

Master Plan = Coordinator Only | Detailed content = Individual Plan Files

This MasterPlanCoordination.tt is the single source of truth for high-level overview and priorities. It does NOT contain detailed task lists, implementation specifics, or extended documentation. All detailed work for each plan is maintained in individual .tt files (one per plan). This architecture keeps the master plan lean, readable, and maintainable.

Architecture Rules

Rule What This Means Example
Master Plan = Links Master plan references each plan with 1-2 sentence summary + link to dedicated plan file <a href="/Documentation/Plans/A1ConfigurationInfrastructure">A.1: Configuration Infrastructure</a> Status: ✅ COMPLETE
Individual Plan Files Each plan has dedicated .tt file containing: full description, task list, timeline, resources, status, dependencies, notes /Documentation/Plans/A1ConfigurationInfrastructure.tt (v1.00) = detailed plan document
No Duplication Detailed content appears ONLY in individual plan files, never in master plan Task breakdown (10+ items) = belongs in A1ConfigurationInfrastructure.tt, not in MasterPlanCoordination.tt
Master Plan Size Keep summary sections under 500 lines each. If exceeding: extract to separate file Priority Matrix >500 lines? Move to separate PriorityMatrix.tt, link from master plan
Coordinator Role Master plan shows relationships, dependencies, and execution sequence across plans "Plan A.1 unblocks A.2" or "Plans B.1-B.3 run parallel" = appears in master plan

Master Plan Updater Agent: Monitoring Checklist

Every time the Master Plan Updater Agent updates this document, it MUST check:

✅ Plan Count Sync
  • Count all plans in "All Plans Inventory" (source of truth)
  • Verify every section references same count (currently 26 plans)
  • Look for: "X of Y plans", plan lists, plan counts
  • Alert: Log divergence to prompts_log.yaml
⚖️ Document Size Efficiency
  • Count lines in each summary section
  • Threshold: 500 lines per section maximum
  • If exceeded: extract detailed content to separate .tt file
  • Replace with link: "See [Section Name] for details"
🔗 Coordination Architecture
  • For each plan: verify dedicated .tt file exists
  • Master plan = links only, 1-2 sentence summary
  • Detailed content (>50 lines) = belongs in plan file, not master
  • Create link if plan file missing
📝 Update Process
  • Execute Step 9: Verify Plan Count Sync
  • Execute Step 10: Monitor Document Size
  • Execute Step 11: Enforce Coordination Architecture
  • Log all checks to prompts_log.yaml

🐛 Zencoder Agent Debugging: Chat Handoff vs Session Handoff (Clarity Note)

⚠️ TERMINOLOGY CONFUSION DISCOVERED (Chat 33)

Agents frequently confuse these two critical operations:

  • /chathandoff (Rule 3 keyword): Move to NEXT CHAT within SAME SESSION
    • Logs /chathandoff entry to prompts_log.yaml
    • Increments chat counter in prompts_log.yaml (Chat 32 → Chat 33)
    • Maintains same session context
    • Agent continues in same session focus
    • Example: After Chat 33, execute /chathandoff to create Chat 34 WITHIN same session
  • /sessionhandoff (Rule 3 keyword): Archive ENTIRE SESSION, start fresh
    • Finalizes audit logs in prompts_log.yaml
    • Resets prompt counter to 1
    • Clears all accumulated session state
    • Example: After 18+ prompts with degraded memory, execute /sessionhandoff to archive and start Chat 1 of new session

❌ Common Mistake: Treating /chathandoff (stay in session) as if it were /sessionhandoff (archive session). This causes agents to create unnecessary archive files when incrementing chat counter.

✅ Clarification: When moving from Chat N to Chat N+1 within same session focus, use /chathandoff ONLY. Archive only occurs at /sessionhandoff.

Individual Plan File Structure Template

When creating a new plan file (e.g., Plans/A1ConfigurationInfrastructure.tt), follow this structure:



## Status Summary
- **Overall Progress**: % COMPLETE
- **Timeline**: Start date - End date
- **Owner**: Agent/Team
- **Dependencies**: List blocking/unblocking plans

## Objectives
- Objective 1
- Objective 2
- ...

## Detailed Task List
- Task 1 (status, owner, timeline)
- Task 2 (status, owner, timeline)
- ...

## Milestones
- Milestone 1: DATE (status)
- Milestone 2: DATE (status)

## Resource Requirements
- Team members, hours, tools

## Related Master Plan Links
- See MasterPlanCoordination.tt for plan overview
- See related plan [X] for dependencies

1. System Features Inventory & Controllers (18 Features + 47 Controllers)

📦 Complete Feature & Controller Audit

Comserv contains 18 major system features across core application domains, implemented by 47 controllers. This inventory lists all features with their implementing controllers, documentation links, and readiness status. Use this to understand what the application can do and identify gaps.

Feature Name Description Core Components Documentation
🤖 AI & Productivity Systems
AI Chat System Real-time AI-assisted documentation search, code search, and query system. Phase 1 complete with 6 result tables (AiMessage, DocumentationIndex, CodeSearchIndex, WebSearchResult, ModelConfig, RoleAccess). Enables instant context-aware assistance. AI Controller, Models: AiMessage, AiConversation, AiModelConfig, DocumentationIndex, CodeSearchIndex, WebSearchResult Feature Spec | Schema | ✅ AiConversation.tt | ✅ AiModelConfig.tt | ✅ CodeSearchIndex.tt | ✅ WebSearchResult.tt | 📄 AiMessage
Todo System Comprehensive task management with hierarchical project support, date-based filtering, time tracking integration, status-based filtering, and role-based access control. Admin-only feature for project lifecycle management. Todo, Project Controllers, Models: Todo, Project, ProjectSite Feature | ✅ Todo.tt | 📄 Project.tt | 📄 ProjectSite.tt
Documentation System In-application wiki with role-specific, site-specific, and module-specific documentation. Template Toolkit (.tt) based with visibility rules, metadata tracking, and changelog support. 314+ documentation files organized by domain. Documentation Controller, Models: Documentation, Page, PageTb, Menu, MenuItem, Navigation, DocumentationRoleAccess, DocumentationMetadataIndex System Overview | Workflow | ✅ Documentation.tt | Controller | 📄 Page.tt
WorkShop (Training & Workshops) Training and workshop management system. Multi-site feature for managing course materials, participant tracking, resource scheduling, session management, and skill development tracking. Supports group learning workflows and educational coordination across all sites. WorkShop Controller 📄 MISSING DOCS | Controller: WorkShop.pm
🔧 Infrastructure & Integrations
Proxmox Integration Virtual machine management via Proxmox VE API. Features include VM listing, creation, startup/shutdown, resource monitoring, container management, and node health tracking. Supports multi-node Proxmox deployments. Proxmox, ProxmoxServers Controllers, ProxmoxCredentials Utility Index | Integration | Commands | 📄 Utils
Cloudflare Integration DNS and domain management via Cloudflare API. Supports zone management, DNS record CRUD operations, SSL/TLS configuration, and WAF rules. Multi-account support with authentication token management. CloudflareAPI Controller, CloudflareManager Utility Overview | Integration | Token | 📄 Utils
Ollama AI Integration Local AI model inference via Ollama. Enables on-premises AI queries without external APIs. Supports multiple model types and streaming responses. AI Controller, Ollama Model AI Systems | Audit | 📄 Model
Database Schema Management Dynamic database schema creation, comparison, and migration. DBIx::Class Result class-based approach with auto-table creation from Result files. Supports multiple database schemas (ENCY, BMaster, etc.). Admin, Setup Controllers, ConfigDatabaseInit, DBSchemaManager Utilities Schema | Model List | ✅ Config | ✅ DBSchemaManager.tt
📚 Domain-Specific Knowledge Systems & Site-Specific Applications (2 Knowledge + 8 Sites)
ENCY (Encyclopedia) Comprehensive biological and ecological database. Tracks plants, animals, birds, insects, fungi, microorganisms, and chemical compounds. Documents medicinal properties, ecological roles, environmental interactions, and conservation status. Central knowledge base for biological research. ENCY Controller, Models: Herb, Content, Reference, Category Overview | Controller | 📄 Herb.tt | 📄 Category.tt
BMaster (Bee Apiary Tracking) Specialized database for bee apiary management. Tracks hive health, productivity, and colony dynamics. Supports seasonal planning, disease tracking, and harvest management. Includes Apiary helper and Forager resource tracking. BMaster, Apiary, Forager Controllers, Models: Pallet, Queen, Yard, Forager Overview | Controller | 📄 Pallet.tt | 📄 Queen.tt | 📄 Yard.tt
MCoop (Monashee Coop) Monashee cooperative management system. Handles cooperative organization structures, member management, shared resources, and cooperative governance tracking. Features todo/project integration, logs, and collaborative workflows. Website: monasheecoop.ca MCoop Controller, SiteHelper Utility 📄 Controller | 📄 Utils
Ve7tit (Radio Comms) Radio communications system for amateur radio. Manages call signs, frequencies, licensing, repeater assignments, and radio network management. Includes log integration and equipment tracking. Ve7tit Controller ✅ Controller
WeaverBeck (Family Genealogy) Family genealogy and history management system. Tracks Weaver Beck family lineage, ancestry records, family events, historical documentation, and genealogical relationships. Supports family tree visualization and heritage documentation. WeaverBeck Controller 📄 Controller
Shanta (Personal/Household) Personal and household management system. Your personal site for household projects, personal todos, home maintenance logs, family calendar, and personal knowledge base. Shanta Controller 📄 MISSING DOCS | Controller: Shanta.pm
Forager (Wild Plant Tracking) Foraging resource management and wild plant tracking system. Tracks edible plants, seasonal forage availability, location mapping, environmental conditions for sustainable foraging practices. Supports recipe integration, harvesting guides, and field notes. Forager Controller 📄 MISSING DOCS | Controller: Forager.pm
CSC (Community/Code Space) Community space and code space management system. Manages community spaces, event scheduling, member projects, resource allocation, and collaborative learning. Features maker-space tracking and project showcases. CSC Controller 📄 MISSING DOCS | Controller: CSC.pm
USBM (Bureau/Management) Bureau and management system. Handles organizational administration, policy management, resource allocation, reporting structures, and documentation workflows. Enterprise/organization-focused management. USBM Controller 📄 MISSING DOCS | Controller: USBM.pm
👥 User & Content Management
Authentication System Multi-layered user authentication with session management and role-based access control (Admin, Developer, User). Legacy session-based auth with planned migration to token-based authentication. User, Root Controllers, AdminAuth Utility, User Model Evolution Plan | 📄 Utils | ✅ Model
User Management User account creation, role assignment, profile management, and permissions control. Site-specific user assignment with role inheritance. User Controller, Models: User, UserGroup ✅ User.tt | 📄 UserGroup.tt
Multi-Site Management Support for multiple independent sites with separate databases, themes, users, and content. Each site has independent domain, branding, and role structure. Site, Base Controllers, SiteHelper Utility, Models: Site, SiteDomain, SiteConfig, SiteUser ✅ Site.tt | 📄 SiteDomain.tt | 📄 SiteConfig.tt | 📄 SiteUser.tt
Theme System Per-site CSS/JavaScript customization. Supports theme variables, theme switching, and custom asset inclusion. Foundation for site-specific branding. ThemeAdmin, ThemeEditor, ThemeTest Controllers, Models: Theme, SiteTheme, ThemeVariable 📄 Theme.tt | 📄 SiteTheme.tt | 📄 ThemeVariable.tt
Content Management Dynamic content management with support for multiple content types. Template-based rendering with variable interpolation. Root Controller Content Mgmt
⚙️ System Administration & Infrastructure
Admin Tools Suite Comprehensive administration interface for system management. Includes schema comparison, backup/restore, git operations, credential management, process restart, and diagnostics. Admin Controller, BackupManager, AdminAuth, StarmanServiceManager Utilities Admin Guide | ✅ Backup | ✅ Starman
Backup & Restore System Database backup creation, storage, and restoration. Supports incremental backups, backup scheduling, and disaster recovery workflows. Admin Controller, BackupManager Utility Admin Tools | ✅ BackupManager
Configuration Management JSON-based configuration for databases (db_config.json), themes (theme_definitions.json), API credentials, and environment-specific settings. Supports Docker Secrets and environment variable overrides. Setup, Admin Controllers, Utilities: ConfigDatabaseInit, EnvFileManager, DocumentationConfig; Models: EnvVariable, EnvVariableAuditLog Config | ✅ DB Init | 📄 EnvVariable.tt | 📄 EnvVariableAuditLog.tt
API Credentials Management Secure storage and rotation of API credentials (Proxmox, Cloudflare, Ollama). Supports credential validation and endpoint testing. ApiCredentials Controller, ProxmoxCredentials, CloudflareManager, Encryption Utilities Guide | 📄 Proxmox | 📄 Encryption
Additional System Services Additional controllers for specialized services: HelpDesk (ticket tracking), Chat (messaging), Mail (email), Voip (telephony), File (storage), Log (activity tracking), ResourceTracking (allocation), Health (monitoring), NPM (package), IT (infrastructure), Hosting (deployment), 3d (rendering/CAD). 10 Controllers: HelpDesk, Chat, Mail, Voip, File, Log, Health, NPM, IT, Hosting 📄 Services
Navigation & Site Setup Navigation menu management, site-specific controller routing, and system initialization for new sites and features. Navigation, Setup Controllers 📄 Navigation | 📄 Setup

Feature Statistics

  • Total Core Features: 18
  • AI & Productivity: 4 (AI Chat, Todo, Documentation, WorkShop)
  • Infrastructure & Integration: 4 (Proxmox, Cloudflare, Ollama, Database Schema)
  • Domain-Specific Knowledge Systems: 2 (ENCY encyclopedia, BMaster bee apiary)
  • User & Content: 5 (Auth, Users, Sites, Themes, Content)
  • System Admin: 6 (Admin Suite, Backup, Config, Credentials, Calendar, Changelog)
  • Documentation Files: 314+ .tt files across all domains

Feature Readiness Status

✅ Production Ready: Todo, Documentation, Multi-Site, Theme, User Management, Changelog, Calendar, ENCY, BMaster
🟡 In Development: AI Chat (Phase 1 complete, Phase 2 in progress), Ollama Integration
🔄 Planned Enhancement: Authentication (token-based migration), API Credentials (encryption upgrade), Backup (automated scheduling)
✅ Integrated: Proxmox, Cloudflare, Database Schema Management

1b. Controllers & Site Systems Inventory (47 Controllers + 8 Sites)

🎮 Complete Application Route Handlers

Comserv uses 47 controllers handling HTTP routes and business logic. Additionally, 8 site-specific systems (MCoop, Ve7tit, WeaverBeck, Shanta, Forager, CSC, USBM) provide domain-specific functionality and specialized applications. Controllers are organized below with documentation status. 📄 MISSING DOCS marks controllers that need documentation creation.

Site-Specific Systems (8 Total)

Each site has its own controller and feature set. Some sites share common systems (todo, projects, calendar, logs); others have specialized modules. Includes domain-specific applications and personal/household systems.

Site System Features & Purpose Documentation
MCoop Monashee Coop management system. Handles cooperative organization structures, member management, shared resources, and cooperative governance tracking. Features todo/project integration, logs, and collaborative workflows. Website: monasheecoop.ca 📄 MISSING DOCS | Controller: MCoop.pm
Ve7tit Radio communications system. Manages amateur radio call signs, frequencies, licensing, repeater assignments, and radio network management. Includes log integration and equipment tracking. ✅ Ve7tit.tt | Changelog
WeaverBeck Family genealogy and history management system. Tracks Weaver Beck family lineage, ancestry records, family events, historical documentation, and genealogical relationships. Supports family tree visualization and heritage documentation. 📄 MISSING DOCS | Controller: WeaverBeck.pm
Shanta Personal/household management system. Your personal site for household projects, personal todos, home maintenance logs, family calendar, and personal knowledge base. 📄 MISSING DOCS | Controller: Shanta.pm
Forager Foraging resource management and wild plant tracking system. Tracks edible plants, seasonal forage availability, location mapping, environmental conditions for sustainable foraging practices. Supports recipe integration, harvesting guides, and field notes. 📄 MISSING DOCS | Controller: Forager.pm
CSC Community/Code Space system. Manages community spaces, event scheduling, member projects, resource allocation, and collaborative learning. Features maker-space tracking and project showcases. 📄 MISSING DOCS | Controller: CSC.pm
USBM Bureau/Management system. Handles organizational administration, policy management, resource allocation, reporting structures, and documentation workflows. Enterprise/org-focused. 📄 MISSING DOCS | Controller: USBM.pm

Core Feature Controllers (15 Total)

Primary controllers implementing major system features accessible across multiple sites.

Controller Purpose & Functionality Documentation
Todo Task and project management system. Hierarchical project support, date-based filtering, time tracking, status management, and role-based access. Central to daily planning and project execution. ✅ Todo.tt | System Docs
Project Project lifecycle management. Hierarchical project structures, dependency tracking, milestone management, team assignment, and progress tracking. Integrates with todo system. 📄 MISSING DOCS | Controller: Project.pm
Chat Real-time chat and messaging system. User-to-user messaging, group chat support, message persistence, and notification integration. Foundation for team communication. 📄 MISSING DOCS | Controller: Chat.pm
AI Ollama AI integration controller. Provides web interfaces and API endpoints for LLM interactions, prompt handling, and context-aware AI query processing. ✅ AI.tt | Controller Doc
ENCY Encyclopedia/biological database controller. Comprehensive biodiversity data management, ecological relationships, medicinal properties tracking, and knowledge base queries. ✅ ENCY.tt | Controller
BMaster Bee apiary management system. Hive health tracking, productivity monitoring, colony dynamics, disease tracking, and harvest management. Specialized for beekeeping operations. ✅ BMaster.tt | Controller
Apiary Generic apiary/beekeeping helper controller. Separation layer for site-specific apiary implementations (e.g., BMaster extends Apiary). Shared utilities and base functionality. 📄 MISSING DOCS | Controller: Apiary.pm
HelpDesk Issue tracking and helpdesk system. Ticket creation, status tracking, priority management, assignment workflows, and knowledge base integration. Support for IT issue resolution. ✅ HelpDesk.tt | Implementation
NetworkMap Network visualization and management. Maps network topology, device relationships, connectivity status, and network dependency graphs. Used for network diagnostics. 📄 MISSING DOCS | Controller: NetworkMap.pm
Mail Email integration and management. Handles outbound mail, email templates, notification dispatch, and mail queue management. Supports SMTP configuration. 📄 MISSING DOCS | Controller: Mail.pm
Voip Voice over IP integration. SIP handling, call routing, VoIP endpoint management, call logging, and PBX integration. Communications infrastructure. 📄 MISSING DOCS | Controller: Voip.pm
Log Event and activity logging system. Persistent event recording, log retrieval, filtering by date/type/user, and audit trail management. Foundation for system accountability. 📄 MISSING DOCS | Changelog
ResourceTracking Resource allocation and tracking system. Manages inventory, resource requests, allocation workflows, usage tracking, and availability management across sites. 📄 MISSING DOCS | Controller: ResourceTracking.pm
File File management and storage system. File uploads, directory navigation, file metadata tracking, access control, and storage organization. 📄 MISSING DOCS | Controller: File.pm
FAQ Frequently Asked Questions system. FAQ creation, categorization, search, and display. Knowledge management for common user questions. ✅ FAQ.tt

Infrastructure & Integration Controllers (15 Total)

Backend controllers for infrastructure management, API integration, hosting, and system administration.

Controller Purpose & Functionality Documentation
Admin Administrative tools suite. Schema comparison, backup/restore, git operations, credential management, process restart, system diagnostics. Core system administration interface. ✅ Admin.tt | Git Tools
Setup System setup and configuration. Initial database setup, schema deployment, configuration initialization, and system readiness checks. ✅ Setup.tt | Controller Doc
Proxmox Proxmox VE VM management API integration. VM listing, creation, lifecycle management, resource monitoring, and hypervisor interaction. ✅ Proxmox.tt | Integration
ProxmoxServers Multi-node Proxmox cluster management. Server registration, node health monitoring, cluster coordination, and distributed VM deployment. 📄 MISSING DOCS | Controller: ProxmoxServers.pm
ProxyManager Reverse proxy and load balancing configuration. Routes management, SSL termination, service proxying, and traffic distribution. 📄 MISSING DOCS | Controller: ProxyManager.pm (107KB)
CloudflareAPI Cloudflare DNS and security API integration. Zone management, DNS record CRUD, SSL/TLS config, WAF rules, and domain management. ✅ Cloudflare.tt | Integration
ApiCredentials API credentials and secrets management. Credential storage, rotation, validation, and endpoint testing for external APIs (Proxmox, Cloudflare, Ollama). ✅ ApiCredentials.tt
RemoteDB Remote database connection management. Multi-database configuration, connection pooling, database switching, and schema management. ✅ RemoteDB.tt | Controller: RemoteDB.pm
RemoteDBExample Example remote database configuration and reference implementation. Template for adding new remote database connections. 📄 MISSING DOCS | Controller: RemoteDBExample.pm
Hosting Web hosting management and site provisioning. Domain registration, hosting account management, server allocation, and site deployment. ✅ Hosting.tt | Controller
HostingSignup New site signup workflow. Self-service hosting registration, domain setup, initial configuration, and account creation automation. ✅ HostingSignup.tt | Controller
NPM Nginx Proxy Manager integration. Proxy routing configuration, SSL certificate management, service exposure, and reverse proxy orchestration. 📄 MISSING DOCS | Controller: NPM.pm
IT IT infrastructure management. System monitoring, IT resource tracking, infrastructure health, and operational support workflows. 📄 MISSING DOCS | Controller: IT.pm
Health System health monitoring and status reporting. Application uptime tracking, dependency health, service status dashboards. 📄 MISSING DOCS | Controller: Health.pm
3d 3D visualization and modeling (specialty system). 3D model management, visualization rendering, and spatial data handling. 📄 MISSING DOCS | Controller: 3d.pm

User & Site Management Controllers (11 Total)

Controllers handling user authentication, site management, themes, and navigation.

Controller Purpose & Functionality Documentation
User User authentication and profile management. Login/logout, user profiles, role management, permissions, and session handling. Core authentication system. ✅ User.tt
Site Multi-site management and configuration. Site creation, domain assignment, theme selection, user assignment, and site-specific settings. 📄 MISSING DOCS | Controller: Site.pm
ThemeAdmin Theme administration and configuration. Theme creation, CSS management, JavaScript customization, and per-site theme assignment. 📄 MISSING DOCS | Controller: ThemeAdmin.pm
ThemeEditor Live theme editor for CSS/JavaScript. Real-time style editing, preview, variable management, and theme customization UI. 📄 MISSING DOCS | Controller: ThemeEditor.pm
ThemeTest Theme testing and validation. Theme preview, component testing, visual verification, and cross-browser compatibility checks. 📄 MISSING DOCS | Controller: ThemeTest.pm
Navigation Site navigation and menu management. Dynamic menu generation, navigation structure, role-based menu visibility, breadcrumb generation. 📄 MISSING DOCS | Controller: Navigation.pm (39KB)
Documentation In-app wiki and documentation system. Documentation navigation, search, role-based visibility, metadata management, and dynamic page generation. ✅ Documentation.tt
Root Root/home page controller. Site entry point, default routing, homepage rendering, and initial site access. ✅ Root.tt
Base Base controller class. Foundation for all other controllers, common methods, utility functions, and shared controller logic. 📄 MISSING DOCS | Controller: Base.pm

Controllers Documentation Status Summary

✅ Documented: 10 controllers (Todo, Admin, Setup, FAQ, HelpDesk, ENCY, BMaster, Hosting, HostingSignup, Proxmox, CloudflareAPI, User, Root, Documentation, Ve7tit, AI)
📄 Missing Docs: 37 controllers (marked above) - Priority creation recommended for: Project, Chat, Site, ThemeAdmin, ThemeEditor, Navigation, Voip, Mail, NPM, ProxyManager
🟡 Partial: Some controllers documented in changelogs but lack main documentation (Log, Ve7tit)

Controllers by System Purpose

  • Feature Controllers (15): Todo, Project, Chat, AI, ENCY, BMaster, Apiary, HelpDesk, NetworkMap, Mail, Voip, Log, ResourceTracking, File, FAQ
  • Infrastructure (15): Admin, Setup, Proxmox, ProxmoxServers, ProxyManager, CloudflareAPI, ApiCredentials, RemoteDB, RemoteDBExample, Hosting, HostingSignup, NPM, IT, Health, 3d
  • Site-Specific (9): MCoop, Ve7tit, WeaverBeck, Shanta, Forager, CSC, USBM, WorkShop
  • User & Site (9): User, Site, ThemeAdmin, ThemeEditor, ThemeTest, Navigation, Documentation, Root, Base
  • Total: 47 controllers

1c. Utilities & Helper Classes Inventory (16 Utilities)

🔧 System Utility Classes & Support Infrastructure

Comserv contains 16 utility modules providing cross-cutting functionality for authentication, configuration, backup, infrastructure, and system operations. These utilities are used by multiple controllers to share common logic and prevent code duplication.

Utility Class Purpose & Functionality Documentation
AdminAuth Administrative authentication and authorization checking. Role verification, permission validation, access control enforcement across admin operations. 📄 MISSING DOCS
BackupManager Database backup creation and management. Backup scheduling, incremental backups, compression, storage management, and restoration workflows. ✅ backup_manager_utility.tt
CloudflareManager Cloudflare API interaction abstraction. Simplified DNS, zone, and security API calls. Credential handling and API error management. 📄 MISSING DOCS
ConfigDatabaseInit Database configuration initialization. Loads db_config.json, environment variable overrides, connection pooling setup, multi-schema support. ✅ db_config_loading.tt
DockerManager Docker container lifecycle management. Container startup, shutdown, environment configuration, volume mounting, and container health checks. 📄 MISSING DOCS
DocumentationConfig Documentation configuration and metadata management. Loads DocumentationConfig.json, manages documentation indexing, controls visibility rules. ✅ DocumentationConfigGuide.tt
Encryption Data encryption and decryption utilities. Credential encryption, password hashing, symmetric/asymmetric encryption support for sensitive data. 📄 MISSING DOCS
EnvFileManager Environment file and variable management. Loads .env files, manages environment overrides, provides runtime variable access. ✅ environment_variables_management.tt
Logging Centralized logging and debug output. Application event logging, debug message handling, log level configuration, formatted output. ✅ logging_best_practices.tt
NetworkMap Network topology management and visualization data. Network device tracking, connection mapping, topology analysis support. ✅ network_map_json_storage.tt
ProxmoxCredentials Proxmox API authentication and credential management. Token storage, credential refresh, secure API authentication for Proxmox operations. 📄 MISSING DOCS
RemoteDB Remote database connection management and pooling. Multi-database configuration, connection switching, remote schema access. ✅ RemoteDB.tt
DBSchemaManager Database schema management and migration utilities. Schema comparison, migration execution, table/column management, schema versioning. ✅ DBSchemaManager.tt
SiteHelper Site and multi-tenancy helper functions. Site resolution, domain mapping, site-specific configuration access, tenant isolation logic. 📄 MISSING DOCS
StarmanDiagnostics Starman application server diagnostics. Process health, port binding status, memory usage, request statistics, startup/shutdown diagnostics. ✅ starman_diagnostics.tt
StarmanServiceManager Starman service lifecycle management. Process restart, graceful shutdown, resource management, service state tracking. ✅ starman_service_manager.tt
SystemInfo System information and diagnostics utility. Hardware info, OS details, Perl environment, dependency versions, system resource monitoring. ✅ system_info_utility.tt

Utilities Documentation Status

✅ Documented: 10 utilities (BackupManager, ConfigDatabaseInit, DBSchemaManager, DocumentationConfig, EnvFileManager, Logging, NetworkMap, RemoteDB, StarmanDiagnostics, StarmanServiceManager, SystemInfo)
📄 Missing Docs: 6 utilities (AdminAuth, CloudflareManager, DockerManager, Encryption, ProxmoxCredentials, SiteHelper)

1d. Database Models & Schema Result Classes Inventory (70+ Models)

💾 Database Entity Mapping & DBIx::Class Result Classes

Comserv uses DBIx::Class ORM with 70+ Result class definitions mapping to database tables. These models represent the data layer, handling persistence, relationships, and data validation across all features.

Core Models by Feature Area

Domain Model Classes Key Entities & Purpose Documentation
🤖 AI Chat System AiMessage, AiConversation, AiModelConfig, DocumentationIndex, CodeSearchIndex, WebSearchResult Conversation storage, message threading, model configuration, searchable indexes for documentation and code. ✅ AiConversation.tt | ✅ AiModelConfig.tt | ✅ CodeSearchIndex.tt | ✅ WebSearchResult.tt | 📄 AiMessage
📋 Task Management Todo, Project, ProjectSite Task tracking, hierarchical projects, milestone management, site-specific project assignment. ✅ Todo.tt
📖 Documentation Documentation, Page/PageTb, Menu/MenuItem, Navigation, DocumentationRoleAccess, DocumentationMetadataIndex Page content, dynamic pages, navigation menus, role-based access control, metadata indexing. ✅ Documentation.tt | 📄 Page | 📄 Menu
👥 User Management User, UserGroup/Group, Site/SiteDomain, SiteConfig, SiteUser/UserSite User accounts, roles, groups, site assignment, multi-tenancy configuration, domain mapping. ✅ User.tt
🎨 Theme System Theme, SiteTheme, ThemeVariable Theme definitions, site theme assignment, CSS variable customization. 📄 MISSING
⚙️ Configuration EnvVariable, EnvVariableAuditLog Environment variables, runtime configuration, audit trail for configuration changes. 📄 MISSING
🌿 ENCY Encyclopedia Herb, Content, Reference, Category Herbal database, ecological content, citations, taxonomy organization. 📄 MISSING
🐝 BMaster Apiary Pallet, Queen, Yard, Forager Bee frame tracking, queen genetics, yard locations, nectar/forage availability. 📄 MISSING
🌐 Network NetworkDevice, InternalLinksTb Network devices, IP/MAC tracking, internal network connections. 📄 MISSING
📝 Activity Logging Log, Event, Participant Application logs, calendar events, event attendance tracking. 📄 MISSING
📄 Files & Media File, Media File storage metadata, image/video asset management. 📄 MISSING
📧 Email MailDomain, Mail Mail domain configuration, outbound mail queue and history. 📄 MISSING
🏢 Workshops WorkShop, SiteWorkshop Training workshops, participant scheduling, site-specific configuration. 📄 MISSING
🔧 System Meta Calendar, Ollama Calendar configuration, AI model integration settings. 📄 MISSING

Models Documentation Status

✅ Documented: 7 models (Todo, User, Site, AiConversation, AiModelConfig, CodeSearchIndex, WebSearchResult)
📄 Missing Documentation: 63+ models - PRIORITY: 4 AI Chat models (AiMessage, DocumentationIndex, DocumentationRoleAccess, DocumentationMetadataIndex)

Complete Models List (70+ Total)

Alphabetical Index (70+ Models): ✅ AiConversation • AiMessage • ✅ AiModelConfig • Calendar • Category • ✅ CodeSearchIndex • Content • Documentation • DocumentationIndex • DocumentationMetadataIndex • DocumentationRoleAccess • EnvVariable • EnvVariableAuditLog • Event • File • Forager • Group • Herb • InternalLinksTb • Log • Mail • MailDomain • Media • Menu • MenuItem • Navigation • NetworkDevice • Ollama • Page • PageTb • Pallet • Participant • Project • ProjectSite • Queen • Reference • Site • SiteConfig • SiteDomain • SiteTheme • SiteUser • SiteWorkshop • Theme • ThemeVariable • Todo • User • UserGroup • UserSite • ✅ WebSearchResult • WorkShop • Yard

2. Executive Summary: The 14-Plan Landscape (Including AI Infrastructure)

Current Portfolio Overview

You have 14 active plans spanning 5 major initiative categories. This document helps you execute them without missing steps or duplicating effort. NEW: AI Chat System (Plan E.1) is now prioritized as foundational infrastructure that enables all other development work.

Category Plan Count Strategic Impact Complexity
Infrastructure & Kubernetes 3 plans 🔴 Critical - Core infrastructure migration 🔴 Very High
Documentation System 2 plans 🟠 High - Foundational for other plans 🟠 High
⭐ AI Infrastructure (NEW) 1 plan 🔴 Critical - Enables all development & supports all systems 🟠 High
🎯 IDE-Based Planning & Coordination (NEW) 1 plan 🟠 High - Active Master Plan management from IDE 🟡 Medium
Development & Features 5 plans 🟡 Medium - Feature richness 🟡 Medium
Security & Bug Fixes 3 plans 🔴 Critical - Operational stability 🔴 Very High

Key Statistics

  • Total Plans: 15 (NEW: +2 for AI Chat System + Master Plan IDE Integration)
  • Status Breakdown: 3 In Progress, 4 Planned, 5 Drafts/Review, 2 Completed
  • Critical Path Plans: 7 (Kubernetes, DB Migration, Docker Secrets, Phase 0, Documentation Audit, Credentials Audit, AI Chat System)
  • Parallel Opportunities: 6+ groups of plans that can run simultaneously (AI Chat runs parallel to all other work)
  • Overlapping Code Areas: Controllers, authentication, database configuration, AI integration points (see Overlapping Work section)
  • ⭐ Developer Productivity Boost: AI Chat System enables faster development through instant code/documentation search

2.5. Systems & Projects Container

📦 Click to expand: All Systems with Project Mappings
0

Systems Master - All Systems & Projects

Version: 1.00 | Purpose: Centralized containerized list of all Comserv systems with current documentation and database projects

📦 Systems Organization

This document provides a containerized overview of all identified systems in Comserv. Each system container includes links to documentation and dynamically pulls associated projects from the database.

🤖 AI & Productivity Systems

AI Chat System

Real-time AI-assisted documentation and code search with multi-model support.

Todo System

Hierarchical task management with project support and time tracking.

Documentation System

In-application wiki with role-specific and site-specific documentation.

Status: Active with 314+ documentation files

Workshop System

Training and workshop management across multiple sites.

Status: Active

📚 Domain-Specific Knowledge & Site Systems

ENCY (Encyclopedia)

Comprehensive biological and ecological database with medicinal plants and organisms.

BMaster (Bee Apiary)

Specialized bee apiary management and tracking system.

MCoop (Monashee Coop)

Cooperative management system for shared resources and member coordination.

Ve7tit (Radio Comms)

Amateur radio communications and network management system.

WeaverBeck (Genealogy)

Family genealogy and heritage documentation system.

Shanta (Personal)

Personal and household management system.

Forager (Wild Plants)

Foraging resource management and wild plant tracking system.

CSC (Community/Code Space)

Community space and maker-space management system.

USBM (Bureau/Management)

Organization and bureau management system.

🔧 Infrastructure & Integrations

Proxmox Integration

Virtual machine management via Proxmox VE API integration.

Cloudflare Integration

DNS and domain management via Cloudflare API.

Ollama AI Integration

Local AI model inference without external APIs.

Database Schema Management

Dynamic database schema creation, comparison, and migration.

👥 User & Site Management

Authentication System

Multi-layered user authentication and session management.

User Management

User account creation, roles, and permissions control.

Multi-Site Management

Support for multiple independent sites with separate databases and themes.

Theme System

Per-site CSS/JS themes and visual customization.

Navigation System

Dynamic menu generation and navigation structure management.

⚙️ Administrative Tools & Systems

Admin Panel

System administration, backup/restore, and diagnostics.

Backup Manager

Database backup creation, scheduling, and restoration.

Logging System

Centralized logging and application event tracking.

Health Monitoring

System health checks and diagnostics.

📁 Active Projects

→ View All Projects

3. Complete Plans Inventory (15 Total - NEW: AI Chat System & IDE Master Plan Integration)

Detailed breakdown of every plan with status, dependencies, and key details. Click plan titles to open in new tabs. NEW in this version: Plan E.1 (AI Chat System) with detailed daily/weekly milestones for developers. ADDED: Plan F.1 (IDE-Based Master Plan Integration using System Features Inventory as active ToDo system).

🔴 Category A: Infrastructure & Kubernetes Migration (3 Plans - CRITICAL)

Plan A.1: PRODUCTION_DB_KUBERNETES_MIGRATION_PLAN.tt

File Location: system/PRODUCTION_DB_KUBERNETES_MIGRATION_PLAN.tt
Status: 📋 Implementation Planning (Ready for VM Rebuild)
Version: 1.5
Priority: 🔴 CRITICAL (1 of 1)
Scope: Migrate bare-metal 192.168.1.198 to distributed K8s cluster across 3 Proxmox hosts with dual-NIC architecture and zero-downtime cutover
Complexity: 🔴 Very High - 3 phases, 40+ steps
Blocks: B.1 (Docker Secrets Fix - needs successful K8s migration)
Depends On: A.2 (Phase 0 K8s Readiness) - BLOCKING
Timeline Est.: 2-3 weeks (after Phase 0 complete)

📌 Coordination Note: This is the main K8s migration - all infrastructure decisions flow from this. Update with actual infrastructure clarifications (Q1-Q4 answers already included).

Plan A.2: Phase0KubernetesReadinessPlan.tt

File Location: system/Phase0KubernetesReadinessPlan.tt
Status: ✅ COMPLETED (Jan 13, 2026)
Version: 0.02
Priority: 🔴 CRITICAL (2 of 1)
Scope: Make Comserv application K8s-ready without breaking Docker/local deployments. Leverage db_config.json authority and RemoteDB.pm configuration system - COMPLETED
Complexity: 🟠 High - Code modifications completed, isolated to config system
Blocks: A.1 (DB K8s Migration) - Ready to proceed
Depends On: A.3 (Credentials Audit) - COMPLETED Jan 13
Timeline Est.: COMPLETED Jan 13, 2026

✅ COMPLETED: A.2 K8s Readiness plan finished Jan 13, 2026. Infrastructure details finalized. Ready to unblock A.1.

Plan A.3: CREDENTIALS_AUDIT_AND_PLAN.tt

File Location: system/CREDENTIALS_AUDIT_AND_PLAN.tt
Status: ✅ COMPLETED (Jan 13, 2026)
Priority: 🔴 CRITICAL (3 of 1)
Scope: Audit all credentials (DB passwords, API keys, secrets) and plan secure storage strategy for Docker/K8s - AUDIT COMPLETED: docker-compose files use K8s Secrets pattern, .env files properly gitignored
Complexity: 🟠 High - Security-critical work (Audit phase complete)
Supports: A.1, A.2, B.1 (all infrastructure plans)
Timeline Est.: COMPLETED - Audit finished Jan 13 (implementation phases ongoing)

🔴 Category B: Security & Bug Fixes (3 Plans - CRITICAL)

Plan B.1: docker_secrets_fallback_debugging_plan.tt

File Location: docker_secrets_fallback_debugging_plan.tt
Status: 🔧 In Progress
Priority: 🔴 CRITICAL (1 of 3 in category)
Scope: Fix application startup failure when Docker secrets/db_config.json missing. Application should gracefully fallback to setup page instead of crashing
Root Cause: SQLite fallback used for schema check, but schema check uses MySQL-specific syntax (SHOW TABLES) causing syntax error
Depends On: A.2 (Phase 0 K8s Readiness) - helps prevent this issue long-term
Timeline Est.: 2-3 days (debugging-focused)

📌 Coordination Note: This is operational stability. Can be done in parallel with infrastructure work but MUST complete before any K8s migration to ensure setup page works.

Plan B.2: authentication_evolution_plan.tt

File Location: authentication_evolution_plan.tt
Status: ⚠️ BLOCKED - Menu System Branch awaiting fixes
Priority: 🔴 CRITICAL (2 of 3 in category) - Unblocks menu system
Scope: Phase 1 (Current): Fix authentication to maintain template compatibility. Phase 2 (Future): Modern authentication system
Key Issue: Catalyst auth framework conflicts with template expectations (session variables). Need compatibility layer.
Blocks: Menu system development (different branch)
Timeline Est.: 1 week (Phase 1 only)

⚠️ BLOCKED: This is a separate branch (menu-system). Fix authentication compatibility layer in User.pm controller. Phase 2 is future work.

Plan B.3: zencoder_reset_plan.tt

File Location: ai_workflows/zencoder_reset_plan.tt
Status: 📋 Planning
Priority: 🟡 Medium - AI infrastructure optimization
Scope: Plan for safely resetting Zencoder AI session state while preserving chat history and prompts

🟠 Category C: Documentation System (2 Plans - FOUNDATIONAL)

Plan C.1: DOCUMENTATION_SYSTEM_AUDIT_PLAN.tt

File Location: DOCUMENTATION_SYSTEM_AUDIT_PLAN.tt
Status: 🔧 In Progress - Phase 1 (Documentation System Files)
Version: 0.05
Priority: 🟠 HIGH (1 of 2)
Scope: Comprehensive audit of ~300+ documentation files. 4 phases: Document system files audit, Code controller audit, CSS theme compliance refactoring (1,527 inline styles → CSS variables), Consolidation/cleanup
Complexity: 🟠 High - Large-scale audit task
Supports: ALL development plans (provides documentation accuracy baseline)
Timeline Est.: 3-4 weeks (multi-phase incremental)

📌 Coordination Note: This is foundational. Its findings will inform documentation changes across all other plans. Can run in parallel with infrastructure plans.

⚠️ Phase 3 ADD: CSS Theme Compliance Refactoring: Across 17 documentation .tt files, there are 1,527 inline style="..." attributes that need refactoring to use CSS variables (--text-color, --spacing-medium, etc.). This improves maintainability and enables future theme changes. Target: Complete this phase after Code controller audit (Phase 2). Estimated: 1-2 weeks for full refactoring + testing. See: B3ThemeHandlingAuditReport for details.

Planning System Migration - Implementation Plan

Overview: This implementation plan outlines the migration from a text-based planning system to a dynamic, database-driven application with role-based access control, project-documentation linking, and comprehensive audit trails.

📊 Phase 1: Database Schema & Models

Status: Pending

Description: Create new database schema and DBIC Result classes for role-based access control and audit trail.

Tasks:

  • Create SiteRole.pm Result class
  • Create UserSiteRole.pm Result class
  • Create PlanAudit.pm Result class
  • Update DailyPlan.pm: Add allowed_roles column and JSON helper methods
  • Update Todo.pm: Add allowed_roles column and JSON helper methods
  • Access /admin/schema-comparison to sync Result classes to database tables
  • Verify schema changes in database

Reference: spec.md sections 2.2, 2.3, 9.4

Verification: Run schema-comparison tool, verify tables created, test JSON methods

📊 Phase 2: Data Seeding

Status: Pending

Description: Seed initial role data for existing sites (CSC, Bmaster) and assign roles to existing users.

Tasks:

  • Create scripts/seed_site_roles.pl script with default roles (admin, developer, user, custom per site)
  • Test seeding script on development database
  • Verify role data in site_roles and user_site_roles tables
  • Document seeding process for future sites

Reference: spec.md section 6.3

Verification: Query database to confirm roles exist for CSC and Bmaster sites

📊 Phase 3: Access Control Utilities

Status: Pending

Description: Create utility modules for checking user permissions and site access.

Tasks:

  • Create lib/Comserv/Util/PlanAccess.pm with permission checking methods
  • Add unit tests for PlanAccess utility
  • Create lib/Comserv/Util/PlanAudit.pm with audit logging methods
  • Add unit tests for PlanAudit utility

Reference: spec.md sections 3.1, 3.2

Verification: Run unit tests, manually test permission checks

📊 Phase 4: Plan Controller

Status: Pending

Description: Create new Plan controller to replace Documentation controller for planning routes.

Tasks:

  • Create lib/Comserv/Controller/Plan.pm with base actions
  • Implement daily action with date/sitename parameters
  • Implement weekly action with week_start parameter
  • Implement monthly action with month parameter
  • Add error handling and logging to all actions
  • Test controller actions with different user roles

Reference: spec.md sections 4.1, 4.2

Verification: Access /admin/plan/daily, verify filtering, check logs

📊 Phase 5-6: Templates (Daily, Weekly, Monthly Views)

Status: Pending

Description: Create template files for daily, weekly, and monthly plan views that dynamically render from database.

Tasks:

  • Create root/admin/plan/daily.tt template
  • Create root/admin/plan/weekly.tt template
  • Create root/admin/plan/monthly.tt template
  • Create root/admin/plan/master.tt template
  • Add checkbox functionality for marking todos complete (AJAX)
  • Test templates with various data sets

Reference: spec.md sections 5.1-5.4; requirements.md FR-1, FR-7

Verification: Visual inspection, test with different dates/sites/roles

📊 Phase 7: Project-Documentation Integration

Status: Pending

Description: Implement project linking and documentation mapping features.

Tasks:

  • Extend Plan controller with project actions
  • Create root/admin/plan/projects.tt template
  • Implement auto-match algorithm for project-documentation linking
  • Create root/admin/plan/project_detail.tt template
  • Test project-documentation linking workflow

Reference: spec.md sections 4.5, 5.5; requirements.md FR-3

Verification: Link projects to docs, verify display on detail page

📊 Phase 8: Audit Trail Viewer

Status: Pending

Description: Implement audit trail viewing and filtering.

Tasks:

  • Add audit logging hooks to Plan controller
  • Create root/admin/plan/audit.tt template
  • Implement audit action with filters
  • Test audit logging with various operations

Reference: spec.md sections 4.6, 5.6; requirements.md FR-6

Verification: Perform actions, verify audit log entries, test filters

📊 Phase 9-10: URL Migration & Todo Controller Integration

Status: Pending

Description: Update existing routes and integrate with Todo controller.

Tasks:

  • Add redirect in Documentation controller
  • Update navigation links in templates
  • Search codebase for hardcoded DailyPlan URLs and update
  • Update Todo controller methods for audit logging
  • Update todo templates with role filtering

Reference: spec.md sections 7, 8.1

Verification: Navigation works, todos log audit events

📊 Phase 11: Testing & Verification

Status: Pending

Description: Comprehensive testing across all implemented features.

Tasks:

  • Permission Testing (user roles)
  • Functionality Testing (navigation, filtering, completion)
  • Performance Testing (page load < 2s, queries < 10)
  • Browser Testing (Chrome, Firefox, Safari)
  • Data Migration (text-based plans to database)

Reference: spec.md section 9; requirements.md success metrics

Verification: All tests pass, performance targets met, migration complete

📊 Phase 12: Documentation & Cleanup

Status: Pending

Description: Document the new system and clean up obsolete files.

Tasks:

  • Create user documentation
  • Create admin documentation
  • Update developer documentation
  • Archive obsolete files
  • Update project README

Reference: spec.md section 12; requirements.md problem statement

Verification: Documentation reviewed and accessible

📊 Phase 13: Production Deployment

Status: Pending

Description: Deploy to production with database migration and monitoring.

Tasks:

  • Pre-deployment: Backup database, review checklist, notify users
  • Deployment: Deploy code, run schema sync, seed roles
  • Post-deployment: Verify routes, test accounts, monitor logs
  • Rollback Plan: Document procedure, keep backup for 7 days

Reference: spec.md sections 9.3, Appendix A.3

Verification: Production system functional, no errors, positive feedback

Success Criteria:

✅ Completed Tasks - Comserv Project History

🎯 Quick Jump to Completed Priority (Click to Expand)

Overview

This document centralizes all completed tasks and project milestones. It serves as a historical reference for implementation patterns and verified progress within the Comserv ecosystem.

✅ Recently Completed Tasks

Reference these tasks for historical context and implementation examples. All items listed here have been fully integrated and verified.

🎯 Daily Update - January 25, 2026

✅ TASKS COMPLETED: Daily Sync & Cleanup (2026-01-25)

Completed by: Cleanup Agent (Chat 110) | Timestamp: 2026-01-25T15:00:00Z

🎯 PlanningAgent Consolidation Task - Architecture Simplification Integration

✅ TASK COMPLETED: Consolidated Architecture Simplification Proposal into Daily Priorities (2026-01-20 16:45:00 UTC)
📋 CONSOLIDATION STEPS EXECUTED BY PLANNING AGENT
  1. Step 1: Read Architecture Simplification Proposal: ✅ Located source: /admin/documentation/DailyAuditGuide.tt lines 336-472.
  2. Step 2: Verify Phase 1 Completion Status: ✅ Confirmed Phase 1 COMPLETE (PlanningAgent v1.0).
  3. Step 3: Identify Next Priority (Phase 2): ✅ Next phase: DocumentationAgent role clarification.
  4. Step 4: Analyze Impact on Daily Priorities: ✅ Added as [🆕 PRIORITY] item in MASTER PLAN PRIORITIES.
  5. Step 5: Integrate into Daily Priorities: ✅ Added to MASTER PLAN PRIORITIES dropdown.
  6. Step 6: Document Consolidation Workflow: ✅ Created this task documentation section.

For technical support or questions about this documentation, contact the system administrator.

This documentation is part of the Comserv system historical archive.

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