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docs: update CHANGELOG for v0.7.0 and v0.7.1

Add v0.7.0 (Unicode, key bindings, status bar, scroll, autocomplete)
and v0.7.1 (streaming, watchdog, markdown, URLs, syntax highlight,
Tab-activate, interrupt, bug fixes).

Add CHANGELOG update to release procedure in ROADMAP.org.

2026-05-08 14:33:51 -04:00

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Passepartout Evolutionary Roadmap

The Evolutionary Roadmap

The Evolutionary Roadmap

Understanding Passepartout as a function in time is not nostalgia. It is architectural guidance. Every decision in v0.x should be made with awareness of where the system is going. Code written today becomes the substrate for v3.0. Skills designed today become the vocabulary the symbolic engine speaks tomorrow.

The probabilistic beginning is not a weakness to overcome. It is the bootstrap. The system learns the domain through probabilistic inference, and that learned knowledge becomes the seed for the symbolic engine. By the time the symbolic engine takes over, it has a rich knowledge graph to reason about, grown from thousands of probabilistic interactions.

This is how you build a reasoning machine: start with a learner, make it learn to verify by watching itself and its user, let verification become the core. Every blocked action becomes a rule. Every approved exception becomes a pattern. The symbolic layer grows at the probabilistic layer's expense. Remove the learner once it has learned enough.

Each version expands the deterministic layer. The Dispatcher writes rules from approved exceptions. Shadow mode runs trial executions. Tool permission tiers mature from simple allow/deny to nuanced context-aware policies. The agent becomes less likely to attempt dangerous actions not because it is smarter but because the guard has more complete information.

The roadmap is designed working backwards from SOTA parity (v1.0.0), guiding each version toward a fully autonomous, self-editing agent. Each version builds on the previous, with features designed to be implemented in pure Common Lisp + Org-mode.

The TODO states in each version's Tasks section are the authoritative task tracker. The feature tables describe what each version delivers.

Feature releases increment the minor version (v0.X.0). Bugfix and hardening releases increment the patch version (v0.X.Y). This ensures that security patches and critical fixes are visible in the version number and can ship independently of feature work. No feature release ships without its prerequisite hardening releases resolved.

File Update Checklist

When a version's state changes (DONE → tested → released), update these locations:

ROADMAP.org — mark item DONE, update LOGBOOK timestamp
README.org — update version badge (line 6), update Current Capabilities table (add new Stable rows for shipped features, remove Planned rows that have shipped)
~.env.example — update version references as needed
lisp/core-transport.lisp — update the make-hello-message version string
passepartout (bash entry point) — update version reference
CHANGELOG.org — add new version entry with DONE items, LOGBOOK release date, and feature summaries

On release:

Tag the release on GitHub
Extract DONE items from ROADMAP (all items with LOGBOOK timestamps since the last release tag) and use as the release notes body
If a CHANGELOG.md is needed for packaging tools, auto-generate it from ROADMAP DONE items

v0.1.0: The Autonomous Foundation — RELEASED 2026-04-20

State "DONE" from "TODO" [2026-04-20 Mon 19:05]

The secure, auditable Lisp kernel. All core infrastructure in place.

DONE Perceive-Reason-Act pipeline

State "DONE" from "TODO" [2026-04-20 Mon]

This established the three-stage cognitive cycle that all later features plug into. The pipeline is the invariant — skills, gates, actuators, and clients all compose through it.

DONE Skills engine with jailed loading

State "DONE" from "TODO" [2026-04-20 Mon]

This made the "thin harness, fat skills" identity operational. Skills loading into jailed packages (v0.1.0) is the foundation for the skill sandbox mode (v0.3.2) and the Skill Creator (v0.9.0).

DONE Policy skill (6 invariants)

State "DONE" from "TODO" [2026-04-20 Mon]

This established the "explanation required" invariant that gates stack above. The policy gate (priority 500) runs first and sets the precedent that every action must justify itself.

DONE Memory (memory-object + Merkle hashing)

State "DONE" from "TODO" [2026-04-20 Mon]

The Merkle tree with content-addressed hashing made copy-on-write snapshots (v0.2.0) and MVCC concurrency (v0.9.0) possible. The hash-as-identity property also feeds directly into the foveal-peripheral model's semantic retrieval.

DONE Scribe + Gardener background workers

State "DONE" from "TODO" [2026-04-20 Mon]

These background workers established the heartbeat-driven maintenance pattern. The event orchestrator (v0.3.0) generalizes this into hooks and cron jobs.

DONE LLM gateway (OpenRouter, Ollama)

State "DONE" from "TODO" [2026-04-20 Mon]

The provider-agnostic cascade pattern established in v0.1.0 makes the model-tier router (v0.3.0), privacy-aware routing (v0.3.0), and consensus loop (v0.11.0) possible — they all build on the same backend-cascade-call abstraction.

DONE Shell actuator, Emacs bridge, credentials vault

State "DONE" from "TODO" [2026-04-20 Mon]

The actuator registry pattern makes MCP tools (v0.10.0) possible — they register the same way.

DONE FiveAM test suite

State "DONE" from "TODO" [2026-04-20 Mon]

The test infrastructure established in v0.1.0 becomes the TDD runner (v0.12.0) and the SWE-bench harness (v0.12.0).

v0.2.0: Interactive Refinement — RELEASED 2026-04-29

State "DONE" from "TODO" [2026-04-29 Wed 20:17]

The "Brain" meets the "Machine." Standardization and professionalization of the user interface and environment.

DONE Text User Interface (Croatoan-based, styled, scrollable)

State "DONE" from "TODO" [2026-04-29 Wed]

The Croatoan-based TUI with model-view separation and dirty-flag rendering is the foundation for all TUI improvements: word wrap in v0.3.3, gate trace in v0.4.0, tool visualization in v0.8.1, and streaming in v0.7.1.

DONE Self-editing (error detection, surgical fix, hot-reload)

State "DONE" from "TODO" [2026-04-29 Wed]

The surgical edit + tangle + hot-reload pipeline (text replace → tangle → compile → load) established the self-modification capability that makes the Skill Creator (v0.9.0) safe — skills are generated, tangled, loaded, and verified in the same loop.

DONE Enhanced utilities (structural Lisp/Org manipulation + REPL)

State "DONE" from "TODO" [2026-04-29 Wed]

Structural Lisp/Org manipulation tools are the primitives the self-improve module (v0.2.0) and the programming skills (literate block extraction, syntax validation) build on.

DONE Onboarding wizard (modular Lisp setup for LLM providers)

State "DONE" from "TODO" [2026-04-29 Wed]

The setup wizard established the "works out of the box" constraint that the gateway QA (v0.4.0) and Emacs bridge (v0.4.0) onboarding flows follow.

DONE Memory rollback (snapshot and restore)

State "DONE" from "TODO" [2026-04-29 Wed]

Copy-on-write snapshots (deep-copying the memory hash table on every write) gave the pipeline crash recovery. The snapshot mechanism is the root of MVCC concurrency (v0.9.0).

v0.3.0: Event Orchestration + HITL — RELEASED 2026-05-06

State "DONE" from "TODO" [2026-05-06 Wed 15:50]

Unified control plane, Human-in-the-Loop state management, and backfill remediation for stubs and gaps from v0.1.0/v0.2.0. Security hardening followed as v0.3.1–v0.3.3 point releases.

DONE Secret Exposure Gate, Shell Safety, Lisp Validation

State "DONE" from "TODO" [2026-05-02 Sat]

DONE Multi-distro deployment (Debian+Fedora, systemd, Docker)

State "DONE" from "TODO" [2026-05-02 Sat]

DONE Project rename to Passepartout (files, packages, env vars)

State "DONE" from "TODO" [2026-05-02 Sat]

DONE 31 org files with full literate prose

State "DONE" from "TODO" [2026-05-02 Sat]

DONE Human-in-the-Loop (HITL)

CLOSED: [2026-05-03 Sun 14:00]

State "DONE" from "TODO" [2026-05-03 Sun 14:00]

Continuation-based interaction. The agent can suspend its cognitive loop to ask for permission or clarification and resume precisely where it left off. Builds on the dispatcher's existing Flight Plan mechanism.

DONE Event Orchestrator (unified hooks+cron+routing)

State "DONE" from "TODO" [2026-05-02 Sat 22:36]

Unified control plane for hooks, cron, and complexity-based routing.

hook-registry + cron-registry + tier classifier
Hooks via #+HOOK: Org-mode properties
Three complexity tiers: :REFLEX (no LLM), :COGNITION (light LLM), :REASONING (full LLM)
Hooked into heartbeat for cron processing
Rule-based tier classifier (overrideable via *tier-classifier*)

DONE Context Manager (project scoping)

CLOSED: [2026-05-05 Tue]

State "DONE" from "TODO" [2026-05-05 Tue]

Stack-based project focusing with persistence.

push-context~/~pop-context~/~with-context stack operations
current-scope wired into perceive gate *scope-resolver*
/focus~/~/scope~/~/unfocus TUI commands
Context stack persisted to ~/.cache/passepartout/context.lisp, auto-restores on boot

DONE Model-Tier Routing (cost optimization)

CLOSED: [2026-05-03 Sun 16:00]

State "DONE" from "TODO" [2026-05-03 Sun 16:00]

Extend *model-selector* for quadrant-based routing with per-slot provider cascades.

Privacy filter (local-only for @personal content) — top priority
Quadrant tagging (foreground/background × probabilistic/deterministic)
Complexity classifier (code/plan/chat/background slots), each with its own provider cascade
Model-selector skill registers into *model-selector* hook

Deferred to v0.5.0: budget tracking per request, per-session cost monitoring. Deferred to v0.11.0: TUI /config command for cascade configuration (env vars for now).

DONE Memory Scope Segmentation

CLOSED: [2026-05-03 Sun 16:30]

State "DONE" from "TODO" [2026-05-03 Sun 16:30]

Extend memory-object with :scope property.

:memex (permanent knowledge), :session (ephemeral), :project (current work)
Scope-aware retrieval in memory layer

DONE Asynchronous Embedding Gateway

CLOSED: [2026-05-05 Tue]

State "DONE" from "TODO" [2026-05-05 Tue]

Provider-agnostic vector generation (Ollama, OpenAI, hashing fallback).

Three backends: local (Ollama-compatible), openai (/v1/embeddings), hashing (SHA-256)
embeddings-compute and *embedding-backend* for runtime provider selection
ingest-ast populates vectors at object creation time
mark-vector-stale marks vectors as :pending and queues for re-embedding
embed-all-pending drains queue, computes vectors, stores in *memory-store*
Cron job registered with orchestrator: runs every 10m on :reflex tier
EMBEDDING_PROVIDER env var for provider selection
Registered as proper skill (defskill~:passepartout-system-model-embedding~)

Note: The default :hashing backend uses SHA-256-derived vectors. SHA-256 is a cryptographic hash with the avalanche property — one-bit input differences produce entirely different outputs. This makes it a correct integrity check (Merkle tree) but an incorrect similarity function (semantic retrieval). v0.4.0 replaces it with a zero-dependency lexical similarity algorithm that actually captures textual overlap while remaining offline-capable.

DONE TUI Experience (Daily Driver Quality)

CLOSED: [2026-05-05 Tue]

State "DONE" from "TODO" [2026-05-05 Tue]

All P0-P4 items implemented:

P0: Chat scrollback (Page Up/Down), Input history (up/down arrows)
P1: Status bar (connection, mode, msg count, scroll, activity indicator)
P1: Message rendering (timestamps, colors, role icons)
P2: Command palette (/help command listing)
P2: Multi-line input (\ + Enter inserts newline)
P3: Background activity indicator (…thinking spinner)
P4: Tab completion for all /~ commands
P4: Configurable theme (*tui-theme* plist, ~/theme~ command)

DONE v0.2.x Backfill Remediation (stubs and gaps)

CLOSED: [2026-05-03 Sun]

State "DONE" from "TODO" [2026-05-03 Sun]

P0: vault-get-secret / vault-set-secret wrappers (one-line delegation to vault-get/vault-set with :type :secret)
P0: system-archivist Scribe + Gardener (distill daily logs → atomic notes; scan broken links, orphaned memory-objects)
P0: system-self-improve surgical edit + error fix (read → replace → snapshot → write → balance → tangle → reload)
P0: programming-org org-modify + org-ast-render (locate node by ID, apply changes; convert plist AST → Org text)
P0: programming-literate balance check + tangle sync (verify balanced parens in source blocks; verify .lisp matches tangled output)
P1: system-event-orchestrator bootstrap (scan Org files for HOOK/CRON properties, register via existing registries)
P1: system-memory introspection (structured statistics: object count by type, TODO distribution, orphans, snapshots)
P1: path relic skills/ → lisp/ (update skill-initialize-all and context-skill-source to resolve against lisp/ directory)
P2: core-context semantic retrieval (populate org-object-vector at ingest; fallback: TF-IDF bag-of-words)
P2: core-context subtree-based skill source loading (context-skill-subtree for targeted retrieval by heading name)
P3: Variable name drift normalization (memory vs memory-store, skills-registry vs skill-registry)
P4: Eliminate STYLE-WARNINGs from setup output (reorder defuns for same-file forward references; accept cross-skill references)

DONE Project Renaming (Bouncer → Dispatcher)

State "DONE" from "TODO" [2026-05-02 Sat 22:00]

The Dispatcher's role has evolved beyond security guard. It is the seed of the deterministic engine — it learns to execute procedures without invoking the neural net.

DONE Parser RCE elimination

State "DONE" from "TODO" [2026-05-06 Wed 16:38]

Rationale: SBCL's default *read-eval* accessor is ~t, enabling the #. reader macro to execute arbitrary Lisp forms during parsing. Three code paths in the current codebase process untrusted input with read-from-string or read without binding *read-eval* to nil. Each represents a remote code execution vector that bypasses all deterministic safety gates — the Dispatcher's shell safety check, path protection, secret scanning, and network exfiltration detection never execute because the malicious form is evaluated during parsing, before the action plist is even constructed.

Wrap read-from-string in think() (core-loop-reason.lisp:102) with (let ((*read-eval* nil)) ...) — LLM output is untrusted by definition; parsing it must never execute code. The markdown-strip regex already runs, so the fix immediately follows it.
Wrap read in load-memory-from-disk (core-memory.lisp:143) with (let ((*read-eval* nil)) ...) — the memory.snap file lives in ~~/ by default and could be corrupted or planted.
Wrap read-from-string in action-system-execute (core-loop-act.lisp:62) with (let ((*read-eval* nil)) ...) — the :system :eval path executes untrusted payload code. Explicitly assert that this path requires the Dispatcher's approval gate.
Add FiveAM test: inject "(#.(shell \"echo pwned\"))" into the think() pipeline and assert no shell execution occurs.

DONE Shell safety & actuator sandboxing

State "DONE" from "TODO" [2026-05-06 Wed 16:46]

Rationale: The :system :eval actuator path is currently unchecked by the Dispatcher's approval gate — only :shell and :tool "shell" trigger HITL. The shell actuator wraps commands through double bash -c nesting (system-actuator-shell.lisp:10), where Lisp's format with s produces S-expression-safe strings, not shell-safe strings. A command containing quotes or substitution characters can break out. Additionally, skill files loaded via skill-initialize-all execute arbitrary Lisp in jailed packages — a skill file containing (uiop:run-program "dangerous") executes immediately on load before any gate can inspect it.

Fix shell double-wrapping: remove the outer bash -c in actuator-shell-execute; pass the command string directly to uiop:run-program with :force-shell nil. The timeout wrapping remains via the OS timeout binary.
Extend the Dispatcher approval requirement to the :system :eval path (currently only :shell and :tool "shell" trigger HITL). An unbounded eval should require the same Flight Plan approval as a shell command.
Add skill sandbox mode for skill-initialize-all: load each skill's code into a temporary jailed package, run the registered trigger function in isolation, verify it imports no restricted symbols (from CL package: run-program, shell, run-shell-command), then promote to the live registry on pass.
Add FiveAM test: register a skill containing (uiop:run-program "echo test") in the body and verify the sandbox blocks its promotion.

DONE TUI Critical Fixes

State "DONE" from "TODO" [2026-05-06 Wed 17:59]

Rationale: The TUI is Passepartout's only interface. OpenClaw distributes across 25+ messaging channels with voice, Canvas, and macOS/iOS apps. Hermes Agent ships multiline editing, slash-command autocomplete, conversation history, interrupt-and-redirect, and streaming tool output in its TUI. Passepartout's Croatoan TUI must carry the product alone, and it currently lacks word wrap, cursor movement, resize handling, connection-loss feedback, a quit command, and persistent history. None of these fixes require daemon changes — they are pure client-side Croatoan work that closes the gap from "proof of concept" to "daily driver."

Word wrap in view-chat: every LLM response longer than the terminal width is silently truncated to one line. Croatoan supports multi-line rendering; view-chat must calculate per-message line height, adjust visible-message count accordingly, and scroll per message-line rather than per message. For very long messages, add a pager mode where pressing Enter on a message opens it in a scrollable overlay.
Left/Right cursor in input: add :left and :right key handlers that move a cursor position index within the :input-buffer list. Characters are inserted at the cursor position, not always appended. Backspace deletes at the cursor position.
SIGWINCH handler: register a terminal resize signal. On resize, re-measure the root window, destroy and recreate the three sub-windows (sw, cw, iw), set all dirty flags to t, and force a full redraw.
Connection-loss detection: the reader thread currently polls recv-daemon silently on EOF. On disconnection, queue a :disconnected event, set :connected to nil, clear :busy, add a red system message "Connection lost — run /reconnect to retry." The :disconnected event dirties the status bar to show the status indicator.
/quit command + persistent history: on /quit, save :input-history to ~/.cache/passepartout/history (one line per entry, most recent first), send a goodbye handshake to the daemon, close the socket, and exit the main loop cleanly. On startup, load history from the save file if it exists.
Scroll offset clamping: clamp :scroll-offset to (max 0 (- msg-count visible-lines)). The status bar shows "msgs:12/45" (visible / total) rather than "msgs:45" (total only) so the user knows when they've scrolled past the oldest message.
Message list storage: replace the O(n²) (nth i msgs) list indexing with a simple adjustable vector. add-msg appends; view-chat iterates with aref. The vector is resized as needed. Same API surface, 100x speedup on message-heavy sessions.
Add FiveAM tests: word-wrap produces correct line count for a 200-character string at 80-column width; cursor left/right wraps at buffer boundaries; SIGWINCH preserves message state; /quit saves and restores history.

v0.4.0: Production Hardening — RELEASED 2026-05-06

State "DONE" from "TODO" [2026-05-06 Wed 20:56]

The features in this version were originally sequenced as v0.3.x patches but represent feature-level scope. They activate the architectural advantages designed in v0.1.0–v0.3.0, harden the self-build safety boundary, and expand Passepartout's interaction surfaces beyond the terminal TUI. Each feature depends on infrastructure already in place — the wiring, the sandbox, the gate trace — and activates it.

DONE Semantic retrieval activation

CLOSED: [2026-05-06 Tue]

State "DONE" from "TODO" [2026-05-06 Tue]

Rationale: Two independent failures prevent the foveal-peripheral semantic retrieval path from ever firing. First, context-awareness-assemble never passes :foveal-vector to context-object-render, so the renderer receives nil for foveal-vector and the similarity calculation always returns 0.0. Second, the default :hashing embedding backend uses SHA-256 (a cryptographic hash with the avalanche property) as a similarity function. SHA-256 is designed to produce entirely different outputs for nearly identical inputs — the property that makes it secure for integrity verification is precisely what makes it useless for semantic retrieval. A content-addressed Merkle tree correctly uses SHA-256 for identity; a retrieval engine needs a similarity function, not an identity function. The infrastructure for real embeddings (local with Ollama, openai with the embeddings API) is fully implemented and working — this release activates the last-mile wiring and replaces the semantically blind default with a zero-dependency algorithm that actually captures textual overlap.

Wire :foveal-vector into context-awareness-assemble: pass (memory-object-vector (memory-object-get foveal-id)) as the :foveal-vector argument to the context-object-render call (one line in core-context.lisp:148-150).
Replace :hashing default backend with character-trigram Jaccard similarity. Pure Lisp, zero external dependencies, works exactly as offline as SHA-256, but captures lexical overlap: "authentication" and "authenticate" share trigrams "aut," "uth," "the," "hen," "ent," etc. The vector is a bloom filter of trigrams; cosine similarity maps to Jaccard (intersection / union). This provides real if crude semantic signal without any server.
Rename existing embedding-backend-hashing to embedding-backend-sha256 and repurpose it as an explicit :sha256 provider for environments where even trivial Lisp computation is undesirable (embedded, resource-constrained). Document it as "integrity-only, no semantic retrieval capability."
Add EMBEDDING_PROVIDER guidance to the setup wizard: explain that :hashing is the default offline fallback, :local requires Ollama with nomic-embed-text, and :openai uses the paid embeddings API.
Add FiveAM test: ingest two semantically related nodes ("implement login form" and "add password authentication"), verify cosine similarity > 0.0 with the trigram backend.

DONE Self-build safety boundary

CLOSED: [2026-05-06 Tue]

State "DONE" from "TODO" [2026-05-06 Tue]

Rationale: Self-building (the agent modifying its own source code) begins at v0.10.0 when the tool ecosystem and test runner are in place. But self-building without path-level write protection means the agent can modify the very pipeline code that is currently executing — the core-* files that implement the Perceive-Reason-Act cycle, the Merkle-tree memory, the skill engine loader, and the Dispatcher gate stack itself. A hallucination or a logic error during self-building that corrupts core-loop-reason.lisp destroys the agent's ability to reason about and fix the corruption. The "thin harness" is not privileged code in the architectural sense (homoiconicity means any code can be modified at runtime), but it must be protected code — modifications to the harness require a human in the loop, enforced by the Dispatcher's path-protection gate, not by convention.

This is the corollary to "thin harness, fat skills": the harness is thin enough to be auditable by a human, and the Dispatcher ensures it stays that way. Skills and system modules expand freely; the core contracts to a minimal, protected kernel.

Add core-* patterns to *dispatcher-protected-paths*: core-*.org, core-*.lisp, and their tangled equivalents. Any file write, file read-that-prefaces-a-write, or shell command targeting these paths triggers the Dispatcher's blocking gate.
The blocked action produces a Flight Plan (HITL approval required). The human reviews the proposed core change in an Org buffer before approving. This is the same mechanism that governs shell commands and network exfiltration — the core protection is a path-specific instance of the existing gate, not a new gate.
Implement a SELF_BUILD_MODE env var. When SELF_BUILD_MODE=true (default false):
- Core path protection is active (writes blocked, HITL required)
- Non-core writes proceed through the standard Dispatcher gate (permissions table + policy + Dispatcher)
- SELF_BUILD_MODE=false disables core protection entirely — useful during initial development when the human is manually editing core files and doesn't want every save to trigger a Flight Plan
Telemetry: track self-build actions (core modifications proposed, core modifications approved, core modifications denied). This is the dataset that the Dispatcher's learning system uses in v3.0.0 to understand which core modifications are safe enough to automate.
Add FiveAM test: simulate a write to core-loop.lisp, verify the Dispatcher returns a :LOG rejection with "protected path" in the message.

DONE TUI Differentiator Visualization

CLOSED: [2026-05-06 Tue]

State "DONE" from "TODO" [2026-05-06 Tue]

Rationale: Three architectural elements exist today in the daemon that no competitor can render — the Dispatcher gate trace, the foveal-peripheral focus map, and the rules-learned counter. All three run in pure Lisp with 0 LLM tokens. None are visible to the user. Making them visible turns Passepartout's architecture from an internal mechanism into a trust-building UX — the user sees exactly which safety gates passed, exactly what the agent is focusing on, and exactly how many rules the Dispatcher has learned from their decisions. No competitor can ship this because none has deterministic gates to trace, foveal-peripheral context to map, or a rule-synthesizing Dispatcher to count.

Gate trace per action: extend the daemon's response plist to include :gate-trace — a list of (:gate <name> :result <:passed | :blocked | :approval>) entries produced by cognitive-verify. The TUI renders each entry as a colored line below the corresponding agent message: green ✓ Dispatcher: path allowed, red ✗ Dispatcher: blocked (shell safety), yellow → HITL required: /approve HITL-ab12. Gate trace lines are dim and collapsible (press Tab on a message to toggle trace visibility). This turns the invisible ten-vector safety gate into the user's primary trust mechanism.
Focus map in status bar: add a second status bar line showing [Focus: core-loop.lisp:think()] [Scope: passepartout] [3 related nodes]. The daemon already tracks foveal-id and *scope-resolver* in the signal plist; the TUI reads these from the most recent response and renders them. Related node count comes from the number of objects with cosine similarity ≥ threshold in the last context assembly. This shows the user what the agent is looking at — the single biggest trust gap in AI agents.
Rule counter in status bar: [Rules: 47]. The Dispatcher's *hitl-pending* hash table and approved/disallowed memory-object entries provide the count — every HITL decision that produces a rule increments it. The TUI reads the count from a new daemon response field :rule-count. The user watches the counter tick up as they teach the agent their preferences.
Expanded theme: replace the 7-flat-color *tui-theme* with a 25-color layered system organized by message category (roles, content types, tool visibility, gate states, status). See the design discussion for the full color mapping. Implement a /theme <name> command that swaps between named presets (dark, light, solarized, gruvbox). Theme change persists to disk and reloads on next session.
Add FiveAM tests: gate trace renders correctly for pass/block/approval states; focus map updates when foveal-id changes; rule counter increments on HITL approval.

DONE Gateway QA, Discord, Slack + Emacs Bridge

CLOSED: [2026-05-06 Tue]

State "DONE" from "TODO" [2026-05-06 Tue]

Rationale: Passepartout currently has Telegram and Signal gateways in the codebase, both untested. The setup wizard has Slack as a configurable option with no implementation. Two messaging channels is not competitive — OpenClaw has 25+, Hermes Agent has 6+. But more critically: the Lisp crowd is Passepartout's natural audience, and they live in Emacs. An Emacs bridge that speaks the framed TCP protocol is trivial to implement (the protocol is 200 lines of Lisp; porting to elisp is straightforward) and turns every Emacs buffer into a Passepartout interaction surface. This is not the deep Emacs integration of v0.11.2 (where the agent controls Emacs) — this is Emacs controlling the agent over TCP. The Emacs user selects a region, hits ~M-x passepartout-send-region, and the agent responds in a dedicated buffer. They never leave their editor.

Gateway:

Integration tests for Telegram gateway: mock the Telegram Bot API, verify message send (POST /sendMessage) and receive (GET /getUpdates) round-trip. Verify HITL commands (/approve, /deny) are intercepted before injection.
Integration tests for Signal gateway: mock signal-cli output, verify JSON message parsing and polling loop. Verify send path constructs correct signal-cli send arguments.
Add Discord gateway: Discord Bot API (REST + Gateway WebSocket for real-time messages). Register bot, handle MESSAGE_CREATE events, send via POST /channels/{id}/messages. Map Discord mentions to :user-input signals. HITL commands work identically to Telegram.
Add Slack gateway: Slack Events API + Web API. Subscribe to message.im events, send via chat.postMessage. Reuse the SLACK_TOKEN config key already present in the setup wizard.
Each gateway is a skill under passepartout.skills.gateway-<platform> — jail-loaded, hot-reloadable, sandbox-verified.
Gateway configuration surfaced in the setup wizard: after entering a token, offer "send a test message to yourself" as a connection verification step. Surface the result as a green ✓ or red ✗ with the error detail.
Gateway status displayed in messaging-list: platform, configured (yes/no), gateway active (yes/no), last message received (timestamp).

Emacs Bridge:

Elisp package: passepartout.el. Connects to daemon on localhost:9105 via make-network-process (TCP).
Sends: framed plist protocol identical to the TUI (frame-message ported to elisp — write hex length prefix, write prini'd plist). The daemon does not know or care whether the client is the Croatoan TUI, the CLI, or Emacs.
Receives: daemon responses arrive in a passepartout-response buffer. Each response is rendered as an Org headline: role prefix, timestamp, content. Gate trace (from v0.4.0) is rendered as property drawer entries under the headline.
M-x passepartout-send-region: sends the selected region as a :user-input signal with the current buffer's file path as context.
M-x passepartout-send-buffer: sends the entire buffer.
M-x passepartout-focus: sets the foveal focus to the Org headline at point (extracts :ID: property, sends :point-update signal). Equivalent to the TUI's /focus command.
M-x passepartout-approve / M-x passepartout-deny: prompts for HITL token and sends approval/denial.
Agent modifies an Org file → Emacs receives :buffer-update via the bridge → the buffer is refreshed (revert-buffer or targeted replacement).
The Emacs bridge is the daily driver for Lisp users. The TUI remains for non-Emacs users and for the differentiator visualizations. Emacs users get the gate trace and focus map as Org property drawers in the response buffer — same data, elisp-native rendering.

DONE Native embedding inference

CLOSED: [2026-05-07 Thu]

Implemented: in-process embedding inference via CFFI binding to llama.cpp.

FFI binding to llama.cpp's current (non-deprecated) embedding API via a C wrapper library (/usr/local/lib/libllama_wrap.so) that bridges CFFI pointer params to llama.cpp struct-by-value calls
Builds on /usr/local/lib/libllama.so (llama.cpp shared library)
Ship nomic-embed-text-v1.5 (80MB Q4_K_M GGUF) as the bundled embedding model. 768-dimensional vectors (nomic-bert, 12 layers), CPU-friendly, <100ms per document on any modern CPU
EMBEDDING_PROVIDER=native enables the native backend; model preloads at daemon startup (~30s)
Lazy loading via *embedding-backend* :native also works (first call blocks ~45s for model init)
C wrapper functions: llama_wrap_model_load, llama_wrap_new_context, llama_wrap_encode, llama_wrap_batch_init/free
Struct sizes verified via C sizeof/offsetof: llama_model_params (72B), llama_context_params (136B), llama_batch (56B)
BERT pooling: uses llama_get_embeddings_seq for sequence-level embedding
sb-int:set-floating-point-modes :traps nil required before any llama.cpp call (FPU state conflict)
llama_backend_init required before model load
llama_model_get_vocab + llama_vocab_n_tokens replaces deprecated llama_n_vocab
llama_tokenize takes vocab* not model* (API change since earlier llama.cpp versions)
Exports: embedding-backend-native, embedding-native-load-model, embedding-native-unload, embedding-native-ensure-loaded, embedding-native-get-dim
FiveAM tests: availability, loading, dimensions (768), self-similarity (1.0), semantic similarity ranking
The trigram Jaccard backend remains as the default fallback for zero-config deployments
State "DONE" from "TODO" [2026-05-07 Thu]

Competitive Advantage Analysis — v0.4.0 Summary

Production hardening is the process of turning architectural potential into operational strength. The semantic retrieval fix activates the foveal-peripheral model's full power: deep nodes that are topically related to the user's focus now surface automatically. Without this, the context model is "dumb truncation at depth 2." With it, it's genuine semantic awareness — and since the retrieval is deterministic (in-image vector math, zero LLM tokens), the cost advantage over competitors' LLM-assisted search compounds with every query.

The self-build safety boundary is a capability no competitor provides: the agent cannot modify its own brain stem without human review. The core-* path protection means the Dispatcher draws a line at the filesystem level, not the policy document level. Claude Code, OpenClaw, and Hermes all allow agents to modify their own source files without distinction between application code and runtime code. Passepartout's Dispatcher prevents modification of the very pipeline that implements the Perceive-Reason-Act cycle, the Merkle-tree memory, the skill engine loader, and the Dispatcher gate stack itself. This is the operational realization of "thin harness, fat skills" — the harness is thin enough to be auditable by a human, and the Dispatcher ensures it stays that way.

The TUI differentiator visualizations are Passepartout's permanent UX advantage. The gate trace, focus map, and rule counter are UX elements that only make sense in Passepartout's architecture — deterministic gates, foveal-peripheral context, and Dispatcher rule synthesis exist nowhere else. No competitor can ship this because none has deterministic gates to trace, foveal-peripheral context to map, or a rule-synthesizing Dispatcher to count. Combined with the TUI critical fixes from v0.3.3, the TUI is competitive on usability and uniquely informative on safety and context transparency.

The messaging gateways and Emacs bridge expand Passepartout's interaction surface from a single terminal TUI to four surfaces: terminal, Telegram/Signal/Discord/Slack messaging, Emacs, and voice (via the voice gateway in v0.10.3). The Emacs bridge is strategically critical — the Lisp crowd is Passepartout's natural audience, and they live in Emacs. An Emacs bridge that speaks the framed TCP protocol turns every Emacs buffer into a Passepartout interaction surface. Combined with the gate trace and focus map rendered as Org property drawers in the response buffer, Emacs users get the same differentiator visualizations as TUI users — same data, elisp-native rendering.

v0.4.1: Design Cleanup

DONE Remove system-prompt-augment mechanism

State "DONE" from "TODO" [2026-05-07 Thu 13:13]

Rationale: The system-prompt-augment slot on the skill struct enables skills to inject always-on text into every LLM system prompt via a maphash over *skill-registry* in think() (core-loop-reason.lisp:83-92). Only one skill uses it — programming-repl — and it does so as a backdoor: the skill's trigger is hardcoded to nil, so it never fires as an active skill. Its sole contribution is injecting a REPL-first mandate into every system prompt. The other 24 skills have nil augments and are skipped by the ~when aug-fn guard. This is architecturally wrong: standing mandates (always-on rules) should live in a dedicated *standing-mandates* list, not piggyback on a skill that is never triggered. The mechanism also fuels a false claim in DESIGN_DECISIONS about 3,000-8,000 tokens of overhead — the actual overhead is ~40 tokens from the one active augment.

Remove system-prompt-augment slot from the skill defstruct and defskill macro (core-skills.org:78, core-skills.org:121-133).
Remove the maphash skill-augments collection block from think() and the associated (or skill-augments "") injection in the system-prompt format call (core-loop-reason.org:83-95, core-loop-reason.org:196-198).
Remove :system-prompt-augment #'repl-mandate from programming-repl's defskill (programming-repl.org:269).
Introduce *standing-mandates* (a list of function → string generators). Inject them into the IDENTITY section of the system prompt alongside assistant-name. Move repl-mandate there: (push #'repl-mandate *standing-mandates*).
Tangle the corresponding lisp/ files.

DONE Fix false token-overhead claims in docs

State "DONE" from "TODO" [2026-05-07 Thu 13:13]

Rationale: Two documents claim the system-prompt-augment mechanism can waste 3,000-8,000 tokens per think() call (DESIGN_DECISIONS line 435, ROADMAP line 504). This conflates the maphash iteration (cheap hash walk, no token cost) with the augments actually emitted (only programming-repl emits 40 tokens; the ~when aug-fn guard skips the other 24 nil-augment skills). Once issue #1 above is resolved (removing the mechanism), these claims become doubly false.

DESIGN_DECISIONS: Rewrite or remove bullet 2 under "Open Questions and Risks" (line 435). Replace with a corrected note on standing mandates via *standing-mandates*.
ROADMAP v0.5.0 intro (line 504): Remove or rewrite the claim that "system prompt overhead alone could reach 3,000-8,000 tokens per call before user input is even processed." The fixed overhead is not from skill augments — it is from the IDENTITY, TOOLS, CONTEXT, and LOGS sections, which prefix caching addresses.

DONE Update security vector count 9→10 in docs

State "DONE" from "TODO" [2026-05-07 Thu 14:40]

Rationale: The current dispatcher runs 10 deterministic checks (11 counting the warning-only REPL lint), but the README, ARCHITECTURE.org, and the dispatcher-check docstring all say 9. The actual count: 0=REPL-lint (warn only), 1=lisp-validation, 2=secret-path, 2b=self-build-core, 3=secret-content, 4=vault-secrets, 5=privacy-tags, 6=privacy-text, 7=shell-safety, 8=network-exfil, 8b=high-impact-approval. Ten blocking/approval checks. The vector 2b (self-build safety) and the new count must be reflected accurately in all documentation.

Update README.org "What Makes Passepartout Different" → "nine" becomes "ten".
Update docs/ARCHITECTURE.org Dispatcher Gate Stack table — add self-build entry.
Update security-dispatcher.lisp:196 docstring to list all 11 vectors.

DONE Rewrite README — add "What is an agent?" section, revise claims

State "DONE" from "TODO" [2026-05-07 Thu 14:40]

Rationale: The current README opens with competitive claims (downward cost curve, 2-3x fewer tokens) that are architecturally sound but not yet measured in the implementation. A non-engineer reader doesn't know what an AI agent is or why they'd want one. The README should lead with a short "What is an agent?" section (3-4 sentences, Wikipedia link), then "What Makes It Different" (safety, org-mode, offline — things that actually work today), then honest status of what's implemented vs planned.

Add "What is an AI Agent?" section at top: 3-4 sentences + link to Software agent.
Move competitive cost/speed claims to docs/DESIGN_DECISIONS.org.
Revise "The more you use it, the cheaper it gets" to reflect current state — architectural aspiration, not measured implementation yet.
The Current Capabilities table and Quick Start sections stay intact.

DONE Register cognitive tools — 10 tools for codebase operations

State "DONE" from "TODO" [2026-05-07 Thu 14:40]

Rationale: The def-cognitive-tool macro and *cognitive-tool-registry* are fully implemented but the registry is empty. The LLM sees "No tools registered" in its tool belt prompt. The agent can chat and run shell commands, but cannot search codebases, find files, eval code, run tests, or manipulate Org files. Ten cognitive tools bridge this gap and are prerequisites for the TDD workflow, org-mode additions, and evaluation harness in v0.5.0.

New skill: programming-tools.org (programming-tools.lisp).
Register 10 tools via def-cognitive-tool:
1. search-files — regex search in file contents (uses cl-ppcre:scan). Parameters: pattern, path (dir), include (glob filter).
2. find-files — glob file matching (uses SBCL directory). Parameters: pattern, path.
3. read-file — read file contents (uses uiop:read-file-string). Parameters: filepath.
4. write-file — write content to file. Parameters: filepath, content.
5. list-directory — list directory contents. Parameters: path, pattern (optional).
6. run-shell — execute shell command (through existing shell actuator). Parameters: cmd.
7. eval-form — evaluate Lisp expression in running image. Parameters: code, package (optional).
8. run-tests — run FiveAM tests. Parameters: test-name (optional, nil runs all).
9. org-find-headline — find Org headline by ID or title. Parameters: id or title, filepath (optional, searches memory store if not given).
10. org-modify-file — surgical text replacement in Org file (reuses existing org-modify). Parameters: filepath, old-text, new-text.
Descriptive names rather than Unix command names — the LLM reads these in a prompt, not a terminal.
Each tool is 20-60 lines. ~search-files iterates directory, reads files, scans lines.
FiveAM tests: each tool gets a test verifying operation on a temp directory.

DONE Enforce NO-HARDCODED-CONSTANTS programming standard

State "DONE" from "TODO" [2026-05-07 Thu 14:40]

Rationale: Currently, several configurable values are hardcoded in source: the Dispatcher's rule threshold (not yet configurable), similarity thresholds, timeouts, shell max output. The user should control behavior through .env, not by editing source code. This is rule #6 in the programming-standards.org skill. Each new TODO that introduces a configurable value must add it to .env.example with a documented default.

Add DISPATCHER_RULE_THRESHOLD=3 to .env.example (number of HITL approvals before a pattern becomes a permanent rule).
Add RULES_FILE="$HOME/memex/system/rules.org" to .env.example.
Scan existing source for hardcoded configurable values — add to .env.example where missing.
Any new TODO in v0.4.2+ that introduces a configurable value MUST include its .env.example entry.

v0.4.2: Structured Output (LLM → JSON → plist)

The current think() function asks the LLM to produce raw S-expression plists. Four pieces of defensive infrastructure (handler-case around read-from-string, markdown-strip, plist-keywords-normalize, the RCE guard test) exist because LLMs cannot reliably produce balanced, keyword-prefixed plists. The fix: use the LLM API's native function calling / tool-use feature. The LLM always returns guaranteed-valid JSON. Convert to plist deterministically at the boundary.

DONE Implement function-calling / tool-use API in provider requests

State "DONE" from "TODO" [2026-05-07 Thu 17:17]

Rationale: Every major provider API (OpenAI, Anthropic, Groq, DeepSeek, OpenRouter) supports function calling. The LLM is sent tool definitions as JSON Schema. It returns tool_calls with guaranteed-valid JSON arguments. This eliminates the fragile read-from-string plist parsing entirely — the probabilistic layer speaks JSON (what it was trained on), the deterministic layer speaks plists (what the code controls). Conversion happens at a narrow, well-defined boundary.

Modify provider-openai-request in system-model-provider.lisp: add optional :tools parameter. When tools are provided, include "tools": [...] and "tool_choice": "auto" in the request body.
Parse tool_calls from the API response: extract function.name and function.arguments (guaranteed valid JSON).
Return a new result shape: (:status :success :tool-calls ((:name "shell" :arguments (:cmd "echo hello")))) alongside or instead of :content.
For providers that don't support function calling (local Ollama): keep :content path as fallback. LLM can still return raw text.
FiveAM test: send a request with a mock tool definition, verify the response shape.

DONE Wire structured tool calls into `think()` — JSON→plist at boundary

State "DONE" from "TODO" [2026-05-07 Thu 17:17]

Rationale: Once the provider layer returns structured tool-calls, the think() function must convert them to the internal plist format that cognitive-verify and loop-gate-act expect. This is a one-way, deterministic conversion at the architectural boundary.

Add json-alist-to-plist helper in core-loop-reason.lisp: convert JSON alist (from cl-json:decode-json-from-string) to keyword-prefixed plist. String keys → keywords. Nested objects recurse. JSON null → nil. ~25 lines.
In think() after backend-cascade-call: if result contains :tool-calls, convert each tool call's :arguments JSON to plist via json-alist-to-plist, wrap in (:TYPE :REQUEST :PAYLOAD (:TOOL <name> :ARGS <plist> :EXPLANATION "...")).
Keep the existing read-from-string path as fallback for providers that return raw text (local Ollama, streaming).
The read-from-string path remains guarded by *read-eval* nil from v0.3.1.
FiveAM test: JSON {"action":"shell","cmd":"echo hello"} → plist (:ACTION "shell" :CMD "echo hello") round-trip verified.

v0.4.3: Shell Sandboxing & Safety Classification

The current shell safety is regex-based pattern matching — a fast pre-filter that catches obvious attacks but cannot contain sophisticated or encoded payloads. This version adds actual sandbox isolation (bubblewrap Linux namespaces) as the enforcement layer, and introduces severity classification so the rule learning system in v0.5.0 can apply different thresholds to catastrophic vs harmless operations.

DONE Add `bwrap` sandbox to shell actuator

State "DONE" from "TODO" [2026-05-07 Thu 17:37]

Rationale: Regex-based shell safety catches obvious patterns (rm -rf /, dd if=, mkfs.) but is fundamentally bypassable with encoding (base64 -d | bash), indirection (find / -exec rm {} \;), or interpreter-based execution (python3 -c "import os; os.system(...)"). Bubblewrap (bwrap) is a 200KB unprivileged sandbox binary available on all modern Linux distributions. It creates transient Linux namespaces without root, without Docker, without daemon processes. Combined with the regex pre-filter, it provides defense-in-depth: the regex catches obvious attacks fast (no sandbox spawn), the sandbox contains sophisticated ones.

In actuator-shell-execute (system-actuator-shell.lisp): detect if bwrap binary is available (which bwrap).
If available: wrap command in bwrap --ro-bind /usr /usr --ro-bind /lib /lib --ro-bind /bin /bin --ro-bind /etc /etc --bind ~/memex ~/memex --bind /tmp /tmp --unshare-net --unshare-ipc timeout ....
--unshare-net: no network access within sandbox. Makes regex-based network exfiltration check redundant for sandboxed commands.
--unshare-ipc: no shared memory, no semaphore injection.
If bwrap is unavailable: log a warning, fall back to current behavior (regex-only safety).
The regex checks remain as a fast pre-filter — they run before spawning the sandbox.
FiveAM test: command that reads /etc/shadow inside sandbox fails with permission error; same command in unsandboxed fallback is at least caught by path protection.

DONE Shell safety severity classification system

State "DONE" from "TODO" [2026-05-07 Thu 17:37]

Rationale: The current shell safety check treats all dangerous patterns equally — rm -rf / gets the same treatment as a backtick injection in echo. But not all shell operations carry the same risk. A severity classification system enables the rule learning engine (v0.5.0) to apply different thresholds: catastrophic operations are always HITL regardless of approval count, moderate operations graduate to allowed after N approvals, harmless operations are allowed by default.

Define four severity tiers as plist keywords: :catastrophic (mkfs, dd to devices, rm -rf , shred /dev), :dangerous (chmod -R /, writes outside /memex, curl to unwhitelisted domains), ~:moderate (npm install, pip install, git push, writes within /memex), ~:harmless (echo, ls, cat, find without exec, grep).
Extend *dispatcher-shell-blocked* entries from simple (NAME REGEX) to (NAME REGEX :SEVERITY <tier>).
Extend dispatcher-check-shell-safety to return the severity alongside the matched pattern name.
:catastrophic severity always triggers HITL approval, regardless of rule count. :harmless operations are allowed by default (skip HITL and rule learning).
The severity classification is the foundation that dispatcher-learn (v0.5.0) builds on — learning only applies to :dangerous and :moderate tiers.
FiveAM test: echo hello returns :harmless severity and passes through; mkfs.ext4 /dev/sda returns :catastrophic and is always blocked.

v0.5.0: File Reorganization & Token Economics

The foundation work: rename and restructure the codebase around the self-repair criterion, extract non-core fragments from core, then build the learning loop on clean foundations.

File Reorganization — self-repair criterion

Rationale: The current file naming scheme mixes three concerns: architectural role (core-* = harness, system-* = skill), domain (security-, programming-, gateway-), and implementation nature (system-model- is LLM infrastructure, not a "system"). Worse, two fragments that can be extracted from core (context assembly, heartbeat) currently live there because the criterion for "what is core" was never defined. This reorganization establishes the criterion and applies it.

The criterion: a file belongs in core if, when corrupted, the agent cannot fix it without human help. Corrupted core = dead brain, dead hands, or unreachable. Corrupted skill = degraded but self-repairable.

DONE Extract core-context → symbolic-awareness

Rationale: core-context.lisp (224 lines) handles context-assemble-global-awareness, context-object-render, context-query, and related functions. If corrupted, the LLM receives empty awareness. But the agent still has tools, identity, and user input. It can reason about "no awareness", edit the context source file, reload the skill, and awareness returns. Degraded, not dead. Safe to extract.

Move core-context.lisp content to new symbolic-awareness.lisp (new org/symbolic-awareness.org).
Register as a skill via defskill :passepartout-symbolic-awareness.
In core-reason.lisp's think(): wrap context-assemble-global-awareness and context-get-system-logs calls with fboundp guards. On skill failure, inject degraded awareness note.
Remove core-context from passepartout.asd :components.
FiveAM: verify think() produces valid output when awareness skill is not loaded.

DONE Extract heartbeat generation → symbolic-events

Rationale: The heartbeat thread (heartbeat-start, *heartbeat-thread*, auto-save counter) lives in core-loop.lisp (~50 lines). If heartbeat is corrupted or missing, the agent has no background ticks — no cron jobs, no auto-save. But the agent is fully functional: it perceives, reasons, and acts. It can detect missing ticks, reload the events skill, and heartbeat returns. Safe to extract.

Move heartbeat generation (heartbeat-start, *heartbeat-thread*, *heartbeat-save-counter*, *memory-auto-save-interval*) from core-pipeline.lisp to symbolic-events.lisp.
Rename heartbeat-start → events-start-heartbeat.
In core-pipeline.lisp's main(): change (heartbeat-start) to (when (fboundp 'events-start-heartbeat) (events-start-heartbeat)).
symbolic-events already processes :heartbeat signals for cron dispatch (existing code). Now it also generates them.

DONE Relocate 6 utility fragments to correct files

Rationale: Several functions live in core files not because they need core protection but because they were written there first. They are utility functions that can be extracted into skills.

markdown-strip (core-reason.lisp:51) → new programming-markdown.lisp (org/programming-markdown.org).
plist-keywords-normalize (core-reason.lisp:60) → programming-lisp.lisp.
cognitive-tool-prompt / generate-tool-belt-prompt (core-defpackage.lisp:214-231) → programming-tools.lisp.
lisp-syntax-validate (core-skills.lisp) → programming-lisp.lisp.
VAULT-MASK-STRING + *VAULT-MEMORY* (core-skills.lisp) → security-vault.lisp.
*backend-registry* dedup: merge with *probabilistic-backends* (core-reason.lisp:10-12), remove backend-register (core-reason.lisp:18-19), update backend-cascade-call to check only one hash table.

DONE Rename 6 core files — shorter, clearer names

Rename mapping:

core-defpackage → core-package
core-communication → core-transport
core-loop → core-pipeline
core-loop-perceive → core-perceive
core-loop-reason → core-reason
core-loop-act → core-act

Update: ASDF :components, all :tangle headers in .org files, cross-file references, README.org, ARCHITECTURE.org, AGENTS.md, *dispatcher-protected-paths* (wildcard core-* still matches — no change needed).

DONE Rename 13 system-* → symbolic-/neuro-/embedding-*

Rename mapping:

system-config → symbolic-config
system-diagnostics → symbolic-diagnostics
system-archivist → symbolic-archivist
system-event-orchestrator → symbolic-events
system-self-improve → symbolic-self-improve
system-context-manager → symbolic-scope
system-memory → symbolic-memory
system-model-provider → neuro-provider
system-model-router → neuro-router
system-model-explorer → neuro-explorer
system-model-embedding → embedding-backends
system-model-embedding-native → embedding-native
system-actuator-shell → channel-shell

DONE Delete `system-model.lisp` (16-line wrapper)

The file delegates to *probabilistic-backends* — dead code. No skill references it directly.

DONE Rename 4 gateway-* → channel-*

Rename mapping:

gateway-cli → channel-cli
gateway-tui-main → channel-tui-main
gateway-tui-model → channel-tui-state
gateway-tui-view → channel-tui-view

Update TUI package name: passepartout.gateway-tui → passepartout.channel-tui.

DONE Split `gateway-messaging` → 4 `channel-*` files

Rationale: gateway-messaging.lisp (411 lines) bundles 4 independent platforms. A Telegram fix shouldn't touch Signal/Discord/Slack code. Each platform becomes its own skill — independently loadable, hot-reloadable, self-repairable.

channel-telegram: poll + send via Telegram Bot API. register-actuator :telegram.
channel-signal: poll + send via signal-cli subprocess. register-actuator :signal.
channel-discord: WebSocket events + REST POST. Replace hardcoded channel IDs with env vars. register-actuator :discord.
channel-slack: Events API + chat.postMessage. Replace hardcoded channel IDs. register-actuator :slack.
Delete gateway-messaging.lisp. Update DEFSKILL-FROM-ORG references in system-config setup wizard.

DONE Document core/non-core self-repair criterion

Rationale: The criterion is the architectural foundation for every discussion about "should this be core or a skill?" It must be documented where developers look.

New section in docs/ARCHITECTURE.org: "What Makes Core Different — The Self-Repair Criterion." Explain: core = can't self-repair when corrupted, needs human. Skill = agent degrades but self-repairs.
Include the dependency-chain analysis: which files block self-repair.
New section in docs/DESIGN_DECISIONS.org: "The Self-Repair Criterion for Core Files." Explain why core-context and heartbeat were extracted.
Update README.org architecture summary to reflect new file map.

DONE Update all cross-references after reorg

State "DONE" from "TODO" [2026-05-08 Thu]

Deleted gateway-messaging.org/.lisp (split into channel-{telegram,signal,discord,slack})
Renamed 13 defskill / defpackage names to match new file prefixes
Renamed gateway-cli-input → channel-cli-input (function + exports)
Removed core-context filter from core-skills.lisp
Exported 13 new symbols for tokenizer, cost-tracker, token-economics
ASDF :components unchanged (8 core files)

Verify: ASDF compiles, FiveAM suite passes, integration tests pass.

State "DONE" from "TODO" [2026-05-08 Thu]

116 checks, 100% pass. Daemon boots and processes messages end-to-end.

Token Economics (implemented as skills — not core)

Design insight: why token economics is the structural differentiator. Passepartout's sparse-tree rendering and deterministic safety gates should produce 2–3x fewer tokens than competitors for equivalent coding tasks, and 13–24x fewer for knowledge management. Without caching and budget enforcement, the fixed overhead per call eats these savings. The architectural advantage exists in theory but requires operational plumbing to materialize. This is now implemented and running.

DONE Tokenizer integration

State "DONE" from "TODO" [2026-05-08 Thu]

lisp/tokenizer.lisp (org/tokenizer.org): character-ratio heuristic per model family
count-tokens, model-token-ratio, token-cost, provider-token-cost
Per-model pricing table: gpt-4o-mini, claude-3-5-sonnet, deepseek-chat, llama-3.1-70b, gemini-2.0-flash, etc.
Provider-to-model mapping for all 7 cascade backends
11 FiveAM tests, 100% pass

DONE Prompt prefix caching

State "DONE" from "TODO" [2026-05-08 Thu]

lisp/token-economics.lisp: prompt-prefix-cached — IDENTITY+TOOLS prefix cached via sxhash
Rebuilds only when skill load, identity config, or standing mandates change
fboundp-guarded call from think() in core-reason.lisp
3 FiveAM tests: build, cache hit, cache miss

DONE Incremental context assembly

State "DONE" from "TODO" [2026-05-08 Thu]

lisp/token-economics.lisp: context-assemble-cached — skips on heartbeat/delegation
Cache invalidated when foveal-id, scope, or memory timestamp changes
Falls back to [Awareness skill not loaded] when symbolic-awareness not fboundp
3 FiveAM tests: skip heartbeat, skip delegation, user-input passes through

DONE Per-call token budget

State "DONE" from "TODO" [2026-05-08 Thu]

lisp/token-economics.lisp: enforce-token-budget — progressive trimming
L1: truncate logs to last 5 lines; L2: drop standing mandates; L3: summary context
CONTEXT_MAX_TOKENS env var (default 16384)
2 FiveAM tests: under-budget passthrough, over-budget trim

DONE Cost tracking

State "DONE" from "TODO" [2026-05-08 Thu]

lisp/cost-tracker.lisp: cost-track-call, cost-session-total, cost-by-provider
Per-call cost logged: COST TRACKER: DEEPSEEK call: 0.0002 USD (session total: 0.0002 USD)
cost-format-budget-status for TUI status bar: [Cost: $0.00 | 3 calls]
6 FiveAM tests, 100% pass

Module Architecture

All three modules (tokenizer, cost-tracker, token-economics) are loaded as skills via skill-initialize-all, not as core ASDF components. Calls from think() are fboundp-guarded. When any module is corrupted or absent, the agent degrades gracefully (no token counting, no cost tracking, system prompt falls back to un-cached assembly). This satisfies the self-repair criterion.

Competitive Advantage Analysis — v0.5.0 Summary

Token economics is the dimension where the architecture's theoretical advantage becomes operationally real. The foveal-peripheral model and deterministic gates reduce the tokens needed per task; prompt caching and incremental assembly reduce the tokens spent per task. Combined, the 2–3x coding savings and 13–24x knowledge management savings in the DESIGN_DECISIONS token analysis become achievable rather than aspirational.

Prompt prefix caching saves retransmitting ~500-1500 tokens per call. Incremental context assembly skips context rendering on heartbeat ticks (one per 60 seconds, saving ~200-800 tokens each). Token budget enforcement prevents silent context window overflow. Cost tracking gives the user per-call visibility into LLM spend — something no competitor provides at this level of granularity.

The minimum viable local model advantage is structural: at 2,000–4,000 effective tokens (foveal-peripheral + caching), a 7–8B parameter model on consumer hardware is a daily driver. Competitors at 32K+ effective tokens require 70B+ parameter models and 16–32 GB VRAM. Passepartout runs on a laptop GPU where competitors need a data center card or cloud API.

v0.5.1: Compilation Hardening

Also: the v0.5.0 reorganization left compilation noise — ~100 STYLE-WARNINGs and 2 real errors that must be fixed before any feature work proceeds. These are hardening items, not feature work.

Compilation Hardening — eliminate all compilation errors and warnings

The v0.5.0 file reorganization produced ~100 compilation warnings and 2 real errors during `passepartout setup`. These must be fixed before any feature work proceeds. The warnings fall into 5 categories.

DONE Fix real errors first (2 files, ~5min)

State "DONE" from "TODO" [2026-05-08 Thu]

security-vault.lisp:37: fixed bare defvar — added missing ( before defvar. Also removed duplicate #+end_src in the org source.
symbolic-memory.lisp:27: (return nil) inside a lambda is valid Common Lisp (lambda establishes implicit (block nil ...) per CLHS 5.3.1). Not actually an error.

DONE Fix TUI forward references — moot (no longer issue)

State "DONE" from "TODO" [2026-05-08 Thu]

channel-tui-* files load via passepartout/tui ASDF system with :serial t, not standalone. Forward references resolve correctly within the ASDF serial compilation context.

DONE Fix cross-package undefined variables (2 files, ~15min)

State "DONE" from "TODO" [2026-05-08 Thu]

symbolic-events.lisp: prefixed *heartbeat-save-counter*, *memory-auto-save-interval*, *heartbeat-thread*, save-memory-to-disk with passepartout:: (6 occurrences).
programming-repl.lisp: verified *standing-mandates* push call is after defvar — no actual issue.

DONE Fix CFFI struct deprecation (1 file, ~20min)

State "DONE" from "TODO" [2026-05-08 Thu]

embedding-native.lisp: replaced 'llama-mparams → '(:struct llama-mparams), 'llama-cparams → '(:struct llama-cparams), 'llama-batch → '(:struct llama-batch). 19 occurrences updated.

DONE Suppress remaining harmless cross-skill undefined-function warnings

State "DONE" from "TODO" [2026-05-08 Thu]

Added grep -v 'STYLE-WARNING\|WARNING: redefining' to the pre-compile filter in the passepartout bash script (line 133). Cross-skill undefined-function references resolve at load time and are harmless.

DONE Fix unused variables in test code — moot (gateway-messaging deleted)

State "DONE" from "TODO" [2026-05-08 Thu]

gateway-messaging.lisp: deleted in v0.5.0 (split into channel-* files).
programming-repl.lisp and symbolic-scope.lisp: minor warnings, cosmetic only.

v0.6.0: Time Awareness

Rationale: Passepartout already has the infrastructure for time awareness — timestamped memory (v0.1.0), heartbeat+cron (v0.3.0), and foveal-peripheral context pruning (v0.2.0). Adding time awareness costs ~175 lines of Lisp and unlocks three layers that no competitor provides. The temporal dimension is the missing axis in the foveal-peripheral model: prune in time as well as in semantic space.

DONE Time Awareness — Level 2: temporal memory filtering

State "DONE" from "TODO" [2026-05-08 Thu]

org/symbolic-time-memory.org → lisp/symbolic-time-memory.lisp (skill)
memory-objects-since(timestamp) — hash-table walk, ~20 lines
memory-objects-in-range(since until) — version between two timestamps, ~15 lines
context-query-with-time — extended query with :since / :until parameters
6 tests, 100% pass. Pure Lisp, sub-millisecond, 0 LLM tokens.

DONE Time Awareness — Level 3: `sensor-time` skill

State "DONE" from "TODO" [2026-05-08 Thu]

org/sensor-time.org → lisp/sensor-time.lisp (skill)
format-time-for-llm — TIME: section, iso/natural format, TIME_FORMAT env var
session-duration — session start tracking, included in TIME section
sensor-time-tick — deadline scanning via cron (:reflex tier), DEADLINE_WARNING_MINUTES env var
sensor-time-initialize — registers the time-tick cron at load
13 tests, 100% pass. All pure Lisp, 0 LLM tokens for temporal awareness.

DONE Time Awareness — Level 1: timestamp in system prompt

State "DONE" from "TODO" [2026-05-08 Thu]

core-reason.lisp: TIME section injected at top of system prompt via fboundp guard
Uses format-time-for-llm from sensor-time skill, falls back gracefully when skill not loaded
TIME_AWARENESS / TIME_FORMAT env vars respected
Session duration included when sensor-time skill provides session-duration

v0.7.0: TUI Essentials — Terminal Parity

State "DONE" from "TODO" [2026-05-08 Fri]

The TUI is the main UI for v1.0.0. Competitive analysis of Claude Code, OpenCode, Hermes, and OpenClaw revealed that Passepartout's TUI is architecturally sound but missing table-stakes terminal UX features. These are the things every terminal application since the 1980s does that Passepartout doesn't. No design philosophy would argue against them.

DONE Readline/Ctrl key bindings

State "DONE" from "TODO" [2026-05-08 Thu]

Ctrl+D quit, Ctrl+U clear line, Ctrl+W delete word, Ctrl+A/E home/end
Ctrl+L redraw, Ctrl+X+E external editor, Ctrl+C interrupt cascade
6 TDD tests, all pass

DONE Unicode width awareness

State "DONE" from "TODO" [2026-05-08 Thu]

char-width — ASCII/CJK/emoji/combining marks/tab/null. 30 lines, pure Lisp
6 TDD tests, 11 assertions. Used by word-wrap for accurate line counting.

DONE Scroll indicator + new-message notification

State "DONE" from "TODO" [2026-05-08 Thu]

:scroll-at-bottom and :scroll-notify state flags
add-msg sets :scroll-notify t when user is scrolled up on new message

DONE Fix status bar line 2 overlap

State "DONE" from "TODO" [2026-05-08 Thu]

Timestamp right-aligned at (- w 12) on line 2, focus at :x 1

DONE Deeper autocomplete (frecency + subcommand)

State "DONE" from "TODO" [2026-05-08 Thu]

/theme <Tab> subcommand completion, /focus <Tab> directory completion
@path<Tab> file path completion from memex/projects/ (Org + Lisp files)
3 TDD tests, all pass

DONE External editor integration (Ctrl+X+E)

State "DONE" from "TODO" [2026-05-08 Thu]

Ctrl+X prefix tracking + Ctrl+E chord, :pending-ctrl-x state flag
System message on activation, $EDITOR / $VISUAL / vi fallback (runtime)
1 TDD test passes (model-level)

TODO TUI-based setup wizard — deferred to v0.8.0

TODO Pads for chat scrolling — deferred to v0.7.2 (needs Croatoan terminal for testing)

v0.7.1: TUI — Streaming + Markdown Rendering

State "DONE" from "TODO" [2026-05-08 Fri]

Every competitor streams text as the LLM produces it. Passepartout shows a "…thinking" spinner then dumps a wall of text. This is v0.1-era UX. Also: LLM output contains **bold**, ```code blocks```, and *italic* that are currently rendered as literal markdown characters. Both issues are daemon protocol + TUI rendering changes.

DONE Stream-chunk protocol

State "DONE" from "TODO" [2026-05-08 Fri]

New frame type (:type :stream-chunk :payload (:text "partial...")) in core-transport.lisp. Final chunk is an empty string, signalling end-of-stream.
neuro-provider: for providers supporting streaming (OpenRouter, OpenAI, Anthropic, Groq), send "stream": true. Read SSE stream, extract delta.content from each chunk, call new *stream-callback* with partial text.
TUI renders partial output in chat window as it arrives: append text to last agent message line-by-line. The "…thinking" spinner is replaced by live, building text.
Streaming interrupt: Esc or any key during streaming → cancel LLM call (close HTTP connection) → capture partial response as agent message → user's keystroke becomes new input.
[streaming] indicator on current message; changes to timestamp on completion; [interrupted] if cancelled mid-stream.
~50 lines daemon + ~80 lines TUI rendering.

DONE Streaming watchdog

State "DONE" from "TODO" [2026-05-08 Fri]

When the LLM stalls for 30+ seconds without new deltas, auto-reset the stream and inject a system message: "Response stalled — the model may be overloaded. Send another message to retry." Claude Code and OpenClaw both implement this pattern. ~25 lines.

DONE Markdown rendering — code blocks + bold + italic

State "DONE" from "TODO" [2026-05-08 Fri]

Replace literal markdown syntax with styled text using Croatoan attributes:

``` ... ``` code blocks: render with dim background, use theme's syntax colors (keyword purple, string green, function peach from the theme system). Regex-based highlighting: match defun~/~defvar~/~lambda as keywords, "..." as strings, (...) as function calls. No parser required for 95% of LLM code output.
**bold** → Croatoan :bold attribute.
*italic* → Croatoan :underline attribute (true italic rarely available in terminals).
`inline code` → dim background highlight on the span.
Tab-accessible links: render URLs in dim after link text; press Tab to activate (opens via xdg-open on Linux, open on macOS).

Implementation: a render-styled wrapper that takes a list of (text . plist-of-attributes) segments and emits sequential add-string calls at correct x positions. ~50 lines. The markdown parser is ~80 lines of regex-based block/span detection. Total: ~130 lines.

v0.7.2: TUI — Gate Trace + HITL + Search

Gate trace data is already stored per-message (:gate-trace field in add-msg) but never rendered. HITL approval requires typing raw text that happens to match /approve — no TUI-internal command handling. Context visibility and session control close the audit trail: the user can inspect what the LLM sees and undo what went wrong. These are Passepartout's architectural differentiators that remain invisible to users.

TODO Gate trace visualization

Render gate trace lines below each agent message in dim:

✓ gate-name in :gate-passed theme color (green) for passed gates
✗ gate-name: reason in :gate-blocked theme color (red) for blocked gates
→ gate-name: HITL required in :gate-approval theme color (yellow) for gates requiring human approval
Collapsible: Tab on a message toggles trace visibility. Default: visible.

Gate trace data format (already in messages): (:gate-trace ((:gate "dispatcher-path" :result :passed) (:gate "dispatcher-shell" :result :blocked :reason "rm -rf pattern") (:gate "dispatcher-network" :result :approval))). ~50 lines.

TODO HITL inline command handling

on-key currently treats /approve HITL-xxxx as a raw text message forwarded to the daemon. The daemon's perceive gate intercepts it, but the TUI should:

Parse /approve HITL-xxxx and /deny HITL-xxxx as TUI-internal commands (not forwarded as chat text)
Send structured approval/denial message to daemon: (:type :event :payload (:action :hitl-respond :token "HITL-abcd" :decision :approved))
Render HITL prompts as styled inline panels with colored border (permission theme color), showing the action, explanation, and available choices ("Allow (Enter)" / "Deny (Esc)")
After approval/denial, collapse the prompt panel and add a system message: "✓ Approved: shell command" or "✗ Denied: shell command"

~40 lines.

TODO Message search (/search or Ctrl+F)

Ctrl+F or /search <query>: fuzzy-filter the message list, show matching messages in a temporary filtered view
Up/Down navigate matches, Enter to jump to that message in full chat
Escape to exit search and return to full view
Highlight matching text in the rendered messages

~80 lines.

TODO Context visibility command (`/context`)

Show the user exactly what the agent sees — the assembled system prompt trimmed to the current context budget. Resolves the "context efficiency vs. context transparency" tension identified in the Claude Code architecture paper (arXiv:2604.14228v1).

/context renders the full assembled prompt as a scrollable overlay divided into sections: IDENTITY, TOOLS, TIME, CONTEXT, LOGS
Each section shows token count in the section header: IDENTITY (124 tokens)
Total usage at bottom: "3,241 / 8,192 tokens (39%)" — matches the sidebar gauge
Color-coded: sections below budget in green, near budget in yellow, trimmed sections in red with "X nodes dropped (budget)" annotation
The data already exists in think()'s prompt assembly in core-reason.lisp — this is a rendering exposure, not new computation
~40 lines.

TODO Session rewind, fork, and resume — Merkle-root-based

Passepartout's Merkle tree makes session control more powerful than Claude Code's transcript-based model. Claude Code rewinds conversations but not filesystem state. Passepartout can restore the entire Merkle root — conversation history, memory objects, file modifications, and TODO states — to a prior turn.

memory-snapshot at each turn boundary (not just on crash). Existing infrastructure from v0.2.0.
Store turn metadata: session ID, turn number, timestamp, Merkle root hash, user message summary
/rewind — show last 10 turns with summaries; select one to restore. "⚠ This restores all files to their state at Turn 7." with confirmation dialog
/rewind 3 — rewind 3 turns directly (shortcut for the most common case)
/fork <session-name> — create a new session from the current Merkle root. Independent from the original — changes in the fork don't affect the parent
/resume <id> — resume a prior session from its latest Merkle root snapshot
/sessions — list all sessions with status (active/idle/archived), last activity timestamp, turn count
Compare to Claude Code: Passepartout's rewind restores filesystem state, not just conversation transcript. This is a permanent competitive advantage — Merkle tree memory makes it cheap (~30 lines on top of existing snapshots)
~200 lines total (~30 daemon snapshot-at-turn, ~150 TUI commands + confirmation dialogs, ~20 session registry persistence).

TODO Safe-tool allowlist — read-only operations auto-approve

Claude Code and Hermes both have safe-tool allowlists that skip HITL for read-only operations. This reduces HITL noise without compromising the deterministic model — read-only tools can't cause harm.

Register each cognitive tool with a :read-only-p flag on the def-cognitive-tool macro
In dispatcher-check: if the tool in the action plist is read-only and the path target (if any) is within the workspace, return :allowed unconditionally
Read-only tools: memory query, file read, search (grep), glob (ls), directory listing, eval (Lisp only — no shell), org-find-headline, org-agenda-today
Write tools (shell, write-file, git, org-modify) always go through full gate stack
This is Claude Code's isAutoModeAllowlistedTool() pattern — 20 lines in security-dispatcher.lisp

TODO Agent identity file — `/memex/IDENTITY.org`

Claude Code has CLAUDE.md (always-loaded instructions hierarchy). OpenClaw has SOUL.md~/~IDENTITY.md. Hermes has MemoryProvider system prompt blocks. Passepartout has no equivalent — system prompt assembly is entirely in think().

~/memex/IDENTITY.org — a single Org file loaded at daemon startup into *agent-identity*
Injected into think()'s IDENTITY section between the assistant name and the standing mandates
Can contain Org headlines with sections: Preferences, Conventions, Projects, Contacts, Boundaries
User-editable in any text editor or via /identity TUI command (opens in $EDITOR, reloads on save)
Survives daemon restarts, survives skill reloads, survives tangling

30 lines in ~core-reason.lisp + ~20 lines TUI command.

TODO Undo/redo per operation — `/undo`, `/redo`

Session rewind (above) restores the Merkle root to a prior turn boundary. This is operation-level undo: restore to the last tool execution within the current turn.

memory-snapshot at each tool execution boundary (file write, shell command, org-modify), not just at turn boundaries. Existing infrastructure from v0.2.0 — just change the snapshot trigger point.
/undo restores the most recent operation-level Merkle snapshot. "Undid: write-file /memex/projects/passepartout/lisp/core-reason.lisp"
/redo restores the pre-undo snapshot. "Redid: write-file core-reason.lisp"
Max 20 operation snapshots per session (ring buffer, oldest evicted)

~20 lines on top of existing Merkle snapshot infrastructure.

TODO Expand /context debugging — similarity trace + dropped nodes

The /context command (above) shows what the model sees. Add two deeper views:

/context why <node-id> — show similarity score trace: "Node #42 'dispatch-loop redesign' included at depth 2 because cosine similarity to foveal node #17 'core-loop.lisp' = 0.73 (threshold 0.60)."
/context dropped — show nodes pruned by the foveal-peripheral model: "12 nodes dropped: 8 by depth (≥3), 4 by similarity (<0.60)."
Both views are read-only renderings of data already computed during context-awareness-assemble. The similarity scores and depth classifications exist in memory — they're just never exposed.

~60 lines of rendering on existing data.

TODO Tool execution hardening — timeouts + write verification

Existing tools are thin wrappers with no error recovery. Claude Code has per-tool timeouts, write verification (read back after write), and output spilling. This hardens the tool execution layer — every tool is a Dispatcher gate surface, and brittle tools undermine trust.

*tool-timeouts* hash table: per-tool timeout in seconds (default 120s, configurable per tool). shell = 300s (builds take time), search-files = 30s (fast scans), eval-form = 10s (code should be quick). Enforced via with-timeout macro wrapping tool body execution.
Write verification: after write-file or org-modify-file, read back the written content and compare. On mismatch, log a warning and re-attempt once. Catches filesystem failures and partial writes. 20 lines in ~programming-tools.lisp
Read-only tool response caching: if the same tool with identical args is called twice in the same turn, return cached result instead of re-executing. ~15 lines.

~60 lines total.

TODO Tag stack — categories + severity tiers

The privacy tag filter (dispatcher-check-privacy-tags) is binary: a tag matches or it doesn't. This expands it into a layered system:

TAG_CATEGORIES env var with comma-separated tag→severity mappings: @personal:block,@financial:block,@draft:warn,@review:warn
Three severity tiers: :block (always filter, never reach LLM), :warn (log a warning, include in gate trace, let through), :log (silently record, include in telemetry)
User-defined tag categories beyond @personal: financial, credential, health, draft, review, internal — any @tag prefix is recognized
The /tags TUI command lists all defined tags, their severity, and how many times each was triggered this session
Backward compatible: existing PRIVACY_FILTER_TAGS env var becomes the default :block tier entries

50 lines in ~security-dispatcher.lisp + ~20 lines TUI command.

TODO Merkle provenance audit — `/audit <node-id>`

Every Passepartout memory object has content-addressed identity via Merkle hashing (v0.2.0). No competitor has this — linear transcripts lose provenance on compaction. Expose it:

/audit <node-id> — display full lineage: which session created this node, which tool modified it, which gate approved each modification, timestamps at each change
/audit <node-id> files — show which files were changed in the same turn as this node was created, with diff sizes
/audit verify — re-hash the entire Merkle tree and compare with stored root. "✓ 847 nodes verified, root hash matches." Catches silent corruption.
Provenance data is already in the Merkle tree's parent-child hash chain. This is a rendering exposure, not new data.

~30 lines on existing Merkle infrastructure.

v0.8.0: Direction 2 — Information Radiator (Foundation)

The sidebar is what makes the Information Radiator direction unique. No competitor can render gate traces, focus maps, or rule counters because none has deterministic gates, foveal-peripheral context, or rule synthesis. The sidebar makes this data permanently visible. It also includes context monitoring, modified files, and tool status — all zero-LLM-token data from the deterministic layer.

TODO Sidebar — always visible information panel

Sidebar renders at right side of terminal, 42 columns wide. Visible when terminal ≥ 120 columns. When < 120 columns: disappears; accessible as absolute-positioned overlay via /sidebar or Ctrl+X+B.

Content (ordered vertically):

Gate Trace — live per-message trace from the most recent agent response. Colored by gate state (green/yellow/red). Updates on each response.
Focus — current foveal node ID + related node count. Shows what the agent is "looking at."
Rules — rule counter ([Rules: 47]) + session delta (+2 this session). Tick sound on increment.
Context — token gauge [████████░░] 42% showing context usage with color coding (green <50%, yellow 50-80%, orange 80-95%, red >95%).
Files — modified files list with +/- line counts. Updated on every tool execution that touches files.
Cost — session cost ($0.12 this session) updating after each LLM call.
Protection — gate effectiveness counter: "Gates blocked: 3 destructive, 7 network exfil, 12 secrets." Updated on each gate decision. This is the specific-value-proposition panel — no competitor has deterministic gates to count.

Implementation uses a fourth Croatoan window (sidebar on right) or a panel overlay. All data is already in the daemon's response plist (:rule-count, :foveal-id, :gate-trace). The gate block counts come from a new *dispatcher-block-counts* alist tracked in dispatcher-check. ~200 lines (includes panel 7 addition).

TODO Sidebar overlay mode (< 120 cols)

When terminal width < 120, sidebar becomes an absolute-positioned overlay with semi-transparent backdrop (ncurses opaque + themed background). Toggle via /sidebar or Ctrl+X+B. The chat area fills the full width when sidebar is hidden. ~30 lines.

TODO Command palette (Ctrl+P)

Single entry point for all actions. Mirrors OpenCode's pattern — fuzzy-searchable, categorized, keyboard-navigable:

Ctrl+P opens palette as overlay dialog
Categories: Session (/focus, /scope, /unfocus, /rename), Agent (/rules, /approve, /config), View (/theme, /sidebar, /clear), System (/eval, /status, /reconnect, /quit)
Fuzzy text filter; Up/Down to navigate; Enter to execute; Esc to dismiss
Also shows keyboard shortcuts for each command as hints
Implemented as a Croatoan window overlay with add-string-based rendering and get-char-based filtering. ~100 lines.

TODO TrueColor theme expansion (8 presets)

All 27 existing theme keys wired into rendering. Use Croatoan's set-rgb for 24-bit hex color support (already available in Croatoan; currently unused). Add 4 new presets to the existing 4:

nord: blue-gray backgrounds, frost accent (#5E81AC key, #BF616A error, #A3BE8C success)
tokyonight: purple-blue backgrounds, teal accent (#7AA2F7 key, #F7768E error, #9ECE6A success)
catppuccin: warm pastels, mauve accent (#CBA6F7 key, #F38BA8 error, #A6E3A1 success)
monokai: dark brown backgrounds, orange accent (#A6E22E key, #F92672 error, #E6DB74 success)

Theme switch via /theme <name> (already implemented). Theme preview: on hover/navigate in theme picker, apply temporarily; on cancel (Esc), revert to original. ~60 lines TUI + ~120 lines preset definitions.

v0.8.1: Direction 2 — Rich Rendering

Full markdown, tool execution visualization, mouse support, and cost display. This makes the TUI competitive on rendering quality with Claude Code and OpenCode.

TODO Full markdown rendering

Extend the markdown renderer from v0.7.1:

OSC 8 hyperlinks: embed \x1b]8;;url\x1b\\ before link text and \x1b]8;;\x1b\\ after. Makes URLs clickable in supporting terminals (iTerm2, Kitty, WezTerm, Ghostty, Windows Terminal).
Blockquotes (> text): rendered with a colored left border (theme's :accent color), indented text.
Tables: aligned column text. No borders (terminal tables with box-drawing characters are noisy). Column alignment inferred from header separators.
Syntax highlighting for code blocks: keyword/string/function colors from theme. Regex-based (no parser dependency).
All markdown features degrade gracefully to plain text on terminals without attribute support. ~100 lines.

TODO Tool execution visualization

When the agent invokes a tool:

Pre-execution: [Running: 🔍 search "dispatch" ...] in :tool-running color with spinner
Success: ✓ search "dispatch" → 12 matches (0.3s) in :tool-success color
Error: ✗ shell "bad-cmd" → exit 127 (0.1s) in :tool-failure color with error output expanded below
Output collapsed by default to single-line summary. Tab on a tool invocation toggles full output.
Diff display: + (green) / - (red) coloring for file edits. 3 lines of context around changes. The :tool-output theme color provides the background.

Uses Croatoan's init-pair + color-pair for 256-color backgrounds on tool state regions. ~100 lines.

TODO Mouse support

Croatoan supports ncurses mouse mode via (setf mouse-enabled-p). Enable:

Scroll wheel: PageUp/PageDown equivalent, scrolls chat by viewport height
Click to position cursor in input area
Click on OSC 8 link to open in browser (via xdg-open)
Click on tool invocation to toggle expand/collapse
Click on gate trace line to expand/collapse trace

~40 lines.

TODO Cost display

/cost command: displays per-session and per-LLM-call cost breakdown
Optional sidebar cost counter: $0.12 this session, updating after each backend-cascade-call
Per-provider pricing table (from v0.5.0 token economics)
Color-coded: green under daily budget, yellow approaching, red exceeding
Requires token counter infrastructure from v0.5.0. ~50 lines for display; token counting is v0.5.0 infrastructure.

TODO Session export — `/export` command

Claude Code has /share (shareable URL). OpenCode has /export (Markdown). Hermes has trajectory export. Passepartout has no way to share what the agent did.

/export writes the current session as an Org file to ~/memex/exports/<session-title>-<date>.org
Format: each message as an Org headline with role tag, timestamp, content, gate trace as property drawer
/export md outputs Markdown instead of Org (for sharing with non-Org users)
/export json outputs the session as JSON (for programmatic consumption)

50 lines. Uses existing message vector and ~memory-object-render for Org formatting.

TODO Tool output spilling — large results to file

Claude Code saves tool results >30KB to ~/.claude/tool-results/ with a 200-line preview in the response. Passepartout currently includes all output inline — which consumes context budget and makes the chat log unreadable after a large build output or log dump.

In action-tool-execute: if tool output exceeds 5,000 chars, save full output to ~/memex/system/sessions/tool-outputs/<date>-<toolname>-<hash>.txt
In the response, replace full output with: [Output: 12,847 chars. Full output saved to ~/memex/system/sessions/tool-outputs/2026-05-08-grep-a1b2c3.txt. Top 2,000 chars:] followed by truncated preview
The LLM can read-file the full output if it needs to analyze it

30 lines in ~core-loop-act.lisp

TODO Read-only output caching within a turn

Claude Code caches read-only tool results within a turn. If the agent reads the same file twice, the second read returns cached content — no disk I/O, no context waste. Passepartout re-executes the tool.

*turn-result-cache* hash table keyed by (cons tool-name args-hash), cleared at the start of each think() cycle
Read-only tools (read-file, search-files, find-files, list-directory, org-find-headline, org-agenda-today, lsp-*) check the cache before executing
Cache hit: return stored result with [cached] prefix in the response
Prevents redundant tool calls when the agent asks the same question twice within a reasoning step

25 lines in ~programming-tools.lisp

v0.8.2: Direction 3 — Living Environment (Skin System)

The skin system transforms Passepartout from a tool with themes into an agent with personality. Users create skins in a simple format, override only what they want (inheritance from a base skin), and swap skins at runtime via /skin. The spinner has personality. The borders have personality. The agent's name and welcome message are skin-customizable.

TODO Skin engine

Skin format: a plist file (~/.config/passepartout/skins/myskin.lisp) defining:
- :colors — 40+ color slots (extends the 27 theme keys): agent colors for 8 roles, status bar colors, tool colors, spinner colors, input colors, border colors. All in hex (#RRGGBB).
- :spinner — style (:braille, :dots, :minimal), speed (ms/frame), kawaii faces, thinking verbs
- :branding — agent name, welcome message, goodbye message, prompt symbol, help header
- :tool-prefix — character for tool output lines (default ┊)
- :tool-emojis — per-tool emoji overrides (e.g., (:shell "⚡" :search "🔎"))
- :banner — Rich-markup ASCII art logo displayed on startup
Skin inheritance: (:inherit :default) — missing values cascade from parent
Custom skins from ~/.config/passepartout/skins/*.lisp
Hot-swap via /skin <name> — no restart. Skin changes take effect on next redraw (sub-frame latency).
Skin preview: /skin <name> with --preview flag applies temporarily; Esc or timeout reverts.
Built-in skins as plist data in a *skin-registry* hash table. ~250 lines.

TODO Skin presets (10+ built-in)

Organized by mood rather than theme. Each skin is a complete personality profile:

Skin	Mood	Accent	Spinner	Character
`gold` (default)	Warm, approachable	#FFD700	Kawaii faces	"⚕ Passepartout"
`professional`	Cool, focused	#5C9CF5	Minimal braille	"Passepartout"
`minimal`	Zero decoration	#AAAAAA	None	"p"
`forest`	Calm, earthy	#7CB342	Dots	"Passepartout"
`ocean`	Deep, contemplative	#26C6DA	Pulse	"Passepartout"
`ember`	Warm, energetic	#FF6D00	Bounce	"Passepartout"
`mono`	Grayscale	#E6EDF3	Minimal	"Passepartout"
`retro`	Amber terminal feel	#FFB000	Blinking cursor	"PASSEPARTOUT"
`unicorn`	Playful, colorful	#E040FB	Sparkle	"🦄 Passepartout"
`midnight`	Dark blue, calm	#82AAFF	Brain	"Passepartout"

Each skin's color slots derived systematically from accent + background. ~200 lines of skin definitions.

TODO Hooks on defskill — lifecycle interception

Passepartout's skills can inject instructions and react to triggers but cannot intercept behavior. All 4 competitors have lifecycle hooks (PreToolUse, PostToolUse, session events). Hooks complete the extension model: skills define what the agent knows; hooks define when skills get to inspect and veto actions.

Add :pre-tool-hook and :post-tool-hook slots to the defskill struct
:pre-tool-hook receives (action context), returns :allow, :deny, or :ask. Called before tool execution in the Dispatcher pipeline (new vector between shell-safety and network-exfil).
:post-tool-hook receives (action context result), returns (values modified-result modified-context) or nil to leave unchanged. Called after tool execution. Useful for logging, auto-commit, notification.
:on-session-start, :on-heartbeat, :on-compact lifecycle hooks for maintenance skills
Hooks run in skill priority order. A :deny from any hook short-circuits the chain.
This is Claude Code's PreToolUse pattern — 50 lines in defskill macro + core-perceive.lisp

TODO Prompt templates / output styles

Claude Code has "output styles" (default, Explanatory, Learning). Hermes has agent profiles. Passepartout has a single hardcoded system prompt. Users should be able to change how the agent works, not just how it looks.

Output styles are Org files in ~/.config/passepartout/styles/ with a plist frontmatter: #+STYLE: explanatory, #+DESCRIPTION: Teaches while doing
Three built-in styles:
- default — current behavior, direct and efficient
- explanatory — agent explains implementation choices, provides educational insights with ★ Insight blocks. Claude Code's Explanatory output style
- learning — agent pauses to ask user to write small code pieces (2-10 lines), uses ● Learn by Doing blocks. Claude Code's Learning output style
/style <name> TUI command to switch at runtime. Injects a STYLE section into the system prompt between IDENTITY and TOOLS.
Style changes are immediate (next think() call). Survive restarts via config persistence.

~100 lines (~60 prompt templates + ~40 TUI integration).

TODO Skill auto-detection — file-watch hot-reload

Passepartout's image-based Lisp model enables hot-reload — redefine a function without restarting. No competitor has this. Claude Code plugins require manual /reload-plugins. Passepartout can auto-detect changes.

Daemon watches org/ and ~/.config/passepartout/skills/ with inotify (Linux) or kqueue (macOS). On .org file change:
1. Wait 200ms debounce (multiple writes within 200ms coalesce)
2. Tangle the changed org file: (org-tangle-file "org/skill-name.org")
3. Compile the tangled lisp: (compile-file "lisp/skill-name.lisp")
4. Reload: (load (compile-file-pathname "lisp/skill-name.lisp"))
5. TUI shows system message: "Skill 'skill-name' reloaded (23 defuns, 0 errors)"
Respects SELF_BUILD_MODE — core files require HITL before reload. Skills reload automatically.
On compile error: keep the old version loaded, log the error, show TUI warning: "✗ Skill 'skill-name' failed to compile — old version retained."

80 lines in a new ~symbolic-file-watch.org skill.

v0.8.3: Direction 3 — Adaptive Layout + Personality

The TUI adapts to the terminal it's running in — full sidebar at ultrawide, compact at standard, minimal at narrow (phone/SSH). It has a personality: spinner style, relative timestamps, progress bars, live context help.

TODO Adaptive layout (3 tiers)

≥ 120 columns: Full layout. Sidebar visible with all 6 panels. Chat area left of sidebar.
80–119 columns: Compact layout. Sidebar hidden (toggle via /sidebar or Ctrl+X+B, rendered as overlay). Status bar 2 lines. Full markdown rendering.
< 80 columns: Minimal layout. Single-column chat. Status bar reduced to 1 line (model, ctx%, duration). Markdown reduced to bold + code blocks only. Input height clamps to 1-2 lines.

Re-renders on terminal resize (already handled via KEY_RESIZE). Content re-flows — not truncated. The layout remembers per-terminal-size preference. ~80 lines.

TODO Spinner personality

Configurable spinner style per skin:

:braille — ⠋⠙⠹⠸⠼⠴⠦⠧⠇⠏ cycling at 80ms (default)
:dots — ·✢✳✶✻✽ cycling (macOS style, Claude Code default)
:kawaii — (｡◕‿◕｡) (◕‿◕✿) ٩(◕‿◕｡)۶ cycling with wing decorations ⟪⚔ ... ⚔⟫
:minimal — single ● dot blinking at 2000ms
:none — static prompt symbol

Stall indication: when no response for 10s, spinner color interpolates from theme color → error red (Claude Code pattern). Reduced motion preference: spinner replaced with slow-pulse ●. ~50 lines.

TODO Progress bar

For measurable operations (file processing, test runs with known count, batch operations), render a progress bar using Unicode block characters:

[████████░░░░░░░░░░░░] 42% (5/12 tests passed)

Uses 9 block characters for sub-character precision: [' ', '▏', '▎', '▍', '▌', '▋', '▊', '▉', '█'] (Claude Code pattern). Color-coded by progress: red <25%, yellow 25-75%, green 75%+. ~25 lines.

TODO Live timestamps

Relative timestamps on messages: "just now" (< 30s), "2m ago", "1h ago", "yesterday"
Absolute timestamp on hover/focus (via Tab navigation to message)
Status bar shows session duration: Session: 3h 12m
Timestamps update live (per-minute recalculation, not per-frame)

~40 lines.

TODO Context-sensitive help

Press ? to show available actions in current context:

In chat: list of navigation keys, command shortcuts
In sidebar: sidebar-specific bindings
In HITL prompt: approval/denial bindings
In command palette: palette navigation bindings

Rendered as a dim help bar at the bottom of the screen (above input). Dismisses on any key or after 5 seconds. ~40 lines.

v0.9.0: Signal Pipeline, Concurrency & Streaming

(Renumbered from old v0.7.0. Streaming moved to v0.7.1; streaming section removed below.)

The current pipeline is strictly sequential — one signal traverses Perceive → Reason → Act before the next signal begins. Background tasks (heartbeat, embedding cron, gardener scans) compete with foreground interactions. A heartbeat that fires during a long tool chain is queued. A Telegram message during a multi-step planning cycle is queued. The system feels sluggish under concurrent load even though the symbolic operations are near-instant (SBCL hash table lookups are microseconds) — the bottleneck is the single-pipeline architecture, not the hardware.

Design insight: why concurrency matters for an agent that is "one brain." Passepartout rejects multi-agent delegation on principle (see DESIGN_DECISIONS "One Single Agent"). But a single brain handles multiple inputs simultaneously — the human brain processes vision, audio, and proprioception in parallel. Rejecting multi-agent delegation does not require rejecting concurrency within the agent. The key is that all concurrent operations share the same memory space, the same Merkle tree, and the same deterministic gate stack. They are threads of one cognition, not separate agents.

TODO Priority-queue signal processing

Replace the linear process-signal call chain with a priority-ordered signal queue. The queue is a sorted plist-list consumed by the main loop. Priority tiers:
- :user-input / :chat-message — highest priority (the user is waiting)
- :approval-required — high (HITL re-injections need quick resolution)
- :tool-output — medium (feedback from tool execution, needs LLM assessment)
- :interrupt — medium-high (shutdown signal)
- :heartbeat / :cron / :delegation — low (background maintenance)
Coalesce duplicate heartbeats: if the queue already contains a :heartbeat signal when a new one arrives, discard the older one (no value in processing stale ticks). Keep at most one pending heartbeat at any time.
The main loop drains the highest-priority signal from the queue, processes it through the pipeline, and repeats. If the pipeline produces feedback (tool-output → think), the feedback is enqueued at its appropriate priority — it may preempt background signals but won't interrupt the current signal mid-processing.
Add telemetry: average queue depth by priority tier, max wait time per tier.
TUI /reconnect command: when the connection-loss detection from v0.3.3 fires, the user can reconnect without restarting the TUI. The command closes the stale socket, re-runs connect-daemon with its retry backoff, and restores the :connected state on success.

TODO MVCC memory concurrency

Replace *memory-store* (mutable global hash table) with a versioned Merkle-root pointer. The root is an (or null merkle-node) struct containing the tree and a monotonic version counter.
Read threads snapshot the root before beginning their pipeline cycle. All object lookups dereference through the snapshot — they see a consistent view of memory regardless of concurrent writes. Reads never block.
Write threads (ingest-ast, org-modify, snapshot-memory) build new object hashes, construct a new Merkle root, and CAS-replace the global root pointer. If another thread won the CAS race (root version changed), the loser re-reads the new root, replays its changes on the updated tree, and retries the CAS.
Conflict probability is near-zero because concurrent signals almost never touch the same Org headline. The replay-on-conflict path exists for correctness but is rarely exercised. Lock contention is eliminated — the only atomic operation is the CAS on the root pointer.
Remove the single-threaded pipeline assumption: previously, process-signal was safe because nothing else wrote to *memory-store* during its execution. With MVCC, multiple signals can process concurrently because each has its own snapshot. The *loop-interrupt-lock* becomes *signal-queue-lock* (protecting only the queue, not the memory).
Test: concurrent ingest-ast from two threads writing to different memory objects, verify both commits succeed without corruption.

TODO Structured output enforcement

Add a plist validation step between markdown-strip and read-from-string in think(). Before attempting to parse, validate: (a) the output starts with ( or [, (b) it contains balanced delimiters (count opens vs closes), (c) it doesn't contain #. (redundant after v0.3.1 *read-eval* nil but defense-in-depth).
On validation failure: construct a rejection trace (similar to the existing deterministic gate rejection feedback) and re-inject into the LLM prompt. The trace includes the raw output and a diagnostic ("Your response did not produce a valid plist. Ensure it starts with ( and has balanced parentheses.").
Configurable LLM_OUTPUT_RETRIES (default 2). After exhausting retries, fall through with the raw text as a :MESSAGE action (current behavior).
Track parse-failure rate per provider in telemetry. Use to guide provider cascade ordering: a provider with 20% parse-failure rate falls behind one with 2%.
If retries are exhausted without a parseable plist, the TUI renders the raw LLM output in a dimmed, collapsible region labeled "Parse failure — could not interpret this response." The user can inspect what the model produced.

TODO Doom-loop detection — 3 identical tool calls triggers HITL

OpenCode detects 3 consecutive identical tool calls and prompts the user. Without this, Passepartout could loop forever on a stuck tool — burning tokens and producing no progress.

Track last 3 tool calls (name + args plist) in a ring buffer
Before executing a tool, compare against the 3 previous calls
If all 3 have the same name and equal args (using equalp), inject a HITL prompt: "The agent has attempted 'grep defun' 3 times without progress. Continue or abort?"
Resets on any different tool call or successful output

15 lines in ~core-loop-act.lisp

TODO Busy-mode — queue on interrupt

When the agent is processing a turn and the user types a message, the current behavior is undefined. Hermes has interrupt/queue/steer. Passepartout should at minimum support queue mode.

BUSY_INPUT_MODE env var: interrupt (default, stop current turn), queue (process after current turn)
In queue mode: user messages arriving during an active turn are enqueued. When the current turn's tool chain completes, the queued message is injected as the next turn's user input — no HITL approval needed (it's user input).
/busy interrupt / /busy queue TUI commands to toggle at runtime
The priority queue (above) naturally supports this — user input queued during a turn has higher priority than heartbeats, lower than the active turn

20 lines in ~core-pipeline.lisp

TODO CLI / non-interactive mode — `passepartout ask`

Claude Code supports claude -p "fix the failing test" --print. Hermes has hermes -c "command". Passepartout can only be used interactively via the TUI. A non-interactive single-shot mode enables CI/CD integration, cron jobs, and scripting.

passepartout ask "what's the status of project X?" — sends a framed message to the daemon, waits for response, prints to stdout
Daemon-side: process-one-shot handler — inject :user-input signal, run through full pipeline (perceive → reason → act → loop until stop), return final agent message
--json flag outputs the full response plist for programmatic consumption
--timeout N flag (default 120s) limits execution time
Uses the existing wire protocol — no new protocol, just a CLI wrapper around the framed TCP message format

80 lines in ~passepartout bash script + ~50 lines daemon handler.

TODO Provider health tracking — success rate + latency

backend-cascade-call tries providers in order until one succeeds. On failure it moves to the next. But it has no memory of which providers failed or succeeded in the past. A degraded provider gets retried first on every call.

*provider-health* hash table: maps provider keyword to (:success-count <n> :fail-count <n> :total-latency <ms> :last-status <:ok|:degraded|:down>)
Updated after each backend-cascade-call: increment success/fail, rolling average latency (last 10 calls)
provider-health-score function: returns a score 0-100 based on success rate (weight 0.6) and latency vs baseline (weight 0.4)
/provider-status TUI command: displays a table of all providers with status indicators (● Up, ◐ Degraded, ○ Down) and recent history
Telemetry: provider health data feeds the session telemetry system

60 lines in ~neuro-provider.lisp + ~30 lines TUI.

TODO Cost-based provider routing

backend-cascade-call currently tries providers in registration order. With cost tracking (v0.5.0) and provider health (above), the cascade can be sorted by cost-effectiveness.

COST_ROUTING env var (default true): when enabled, sort the cascade by (provider-health-score * 0.3 + cost-savings-score * 0.7)
cost-savings-score: cheap providers score high. Free providers (Ollama local) score 100. Expensive providers (GPT-4) score 10.
Health override: a provider with score < 20 (degraded) is demoted below healthy providers regardless of cost
/routing TUI command: displays current cascade order with scores and reasons

40 lines in ~core-reason.lisp

TODO Intelligent provider fallback — per-task-type routing

Current fallback is "try the next provider." But different providers excel at different tasks. DeepSeek is strong at code generation. Groq is fast for simple queries. Claude is better at reasoning. The cascade should adapt to the task.

*task-provider-scores* hash table: maps (task-type keyword) → (provider keyword → score)
Task types: :chat (conversation), :code (code generation/editing), :plan (multi-step planning), :search (information retrieval), :summary (compaction), :reflex (deterministic lookup)
Scores updated after each call: if the response was accepted (no rejection retry), increment that provider's score for that task type
When the primary provider fails, the fallback picks the highest-scored provider for the current task type (not just the next in line)
Bootstrap from defaults: GPT-4/Claude for reasoning, DeepSeek for code, Groq for chat, local Ollama for reflex

60 lines in ~neuro-router.lisp

TODO Internal evaluation harness — 10 tasks, regression detection

When moved from v0.12.0: the internal eval harness must ship before v0.10.0 so it can validate the Signal Pipeline (v0.9.0) and catch regressions from MCP Tools (v0.10.0), Planning (v0.11.0), and beyond. The SWE-bench competitive scoring harness remains at v0.12.0 — this is the lightweight internal suite.

New skill: symbolic-evaluation.org → symbolic-evaluation.lisp
deftask macro: define an eval task with :setup (create test environment), :prompt (what to ask the agent), :verify (function that checks the output), :teardown (cleanup)
run-eval-suite: run all registered tasks, produce score (pass count / total), per-task diagnostics
Initial 10 tasks: find TODOs, create Org note, search codebase, read file, query memory, list projects, run safe shell command, find definition, set TODO state, summarize session
Regression mode: run after each version build. Fail CI if score drops.
Task suite grows with codebase: every bug fix adds a regression task

~200 lines.

TODO Autonomous certification badge

After N HITL approvals of the same pattern, the dispatcher auto-approves it. But unlike Claude Code's "auto mode," this is deterministic — no probability, no model hallucination granting permission. The certification is a logical certainty.

When a pattern crosses DISPATCHER_RULE_THRESHOLD, the dispatcher writes the rule to rules.org AND grants a certification entry: "Certified: shell commands targeting ~/memex/projects/* with git status are deterministically safe. 47 approvals, 0 denials."
The sidebar Rules panel shows: [Rules: 47 | Certified: 12] — learned rules vs certified patterns
/certifications TUI command: lists all certified patterns with approval counts, last-used timestamps, and the gate vector that checks them
Certification downgrade: if a certified pattern is later denied by the user, the certification is revoked and the pattern returns to HITL
This is the operational realization of "the more you use it, the cheaper it gets" — each certification represents a category of actions that will never cost another HITL prompt

60 lines in ~security-dispatcher.lisp + sidebar rendering reuse.

TODO Autonomous certification progress bar — visible "learning" indicator

The certification badge grants permanent auto-approval. Users need to see this happening — "the cheaper over time" thesis must be visible.

Sidebar Rules panel expanded to show progress bars: Rules: 12/47 → ██████████░░ 12/47 and Certified: 3/12 → ██████░░░░░░ 3/12
Milestone notifications: when a rule reaches certification, TUI injects: "🎖 Rule certified: shell commands in ~/memex/projects/* are now autonomous. 47 approvals, 0 denials. /certifications to review."
Certification velocity: "+2 certified this week" trend indicator in sidebar

~30 lines on top of existing sidebar rendering.

TODO Update mechanism + migrations

No update mechanism exists. Users must manually git pull and re-run passepartout setup (which reinstalls Quicklisp, retangles everything from scratch). Claude Code has claude update, Hermes has hermes update. Passepartout needs an incremental update path.

passepartout update --check — query GitHub API GET /repos/amrgharbeia/passepartout/releases/latest, compare with version stored in make-hello-message. Report: "v0.5.1 available. 47 changes."
passepartout update (git-based) — git fetch --tags && git checkout v0.5.1, incremental tangle (only org files changed since previous tag, via git diff --name-only v0.5.0..v0.5.1 -- org/*.org), recompile changed lisp files, restart daemon
Migration hooks: ~/memex/system/migrations/ — ordered Lisp scripts run after tangle, before daemon restart. migrate-v051.lisp upgrades memory format, config schema, package names. Tracked by *migration-version* in ~/.config/passepartout/version.lisp
Post-update verification: run internal eval suite, verify skill count ≥ 10, smoke test daemon port 9105. On failure: passepartout update --rollback → git checkout v0.5.0 → re-tangle → restart
Binary update path (when v0.14.0 ships): download binary from GitHub Releases, verify SHA-256, replace, restart

~80 lines bash + ~50 lines Lisp.

v0.10.0: Tool Ecosystem (MCP-Native) + Voice Gateway

(Renumbered from old v0.8.0.)

The original roadmap placed MCP at v0.9.0 and planned "10+ cognitive tools" built from scratch for v1.0.0. This is inverted: the ecosystem already provides 50+ tools (filesystem, git, postgres, slack, github, web search, memory servers). Building bespoke tools from scratch duplicates work the community has already done and tested. Passepartout's advantage is not in tool implementation but in tool orchestration — the deterministic gate stack that verifies every tool invocation before execution.

Why MCP matters for competitive positioning: Claude Code's native tools (Read, Write, Edit, Bash, Grep, Glob, WebSearch) are implemented in TypeScript within the Claude Code runtime. They are not extensible — you cannot add a tool without modifying the runtime. OpenClaw's tools are similarly baked into the Node.js process. By building a native MCP client, Passepartout gains tool breadth that exceeds both competitors (50+ tools via the MCP ecosystem versus ~10 native tools) without building a single tool implementation. The tool quality is maintained by the ecosystem; the safety verification is maintained by Passepartout's gate stack. This division of labor is the right architecture for a small team building a competitor to well-funded commercial agents.

TODO MCP native client

Pure Common Lisp MCP client: parse JSON-RPC messages from MCP servers over stdio or SSE. No Python bridge, no Node.js subprocess. The client runs in the same Lisp image as the agent — zero serialization overhead between the agent and the MCP layer.
Implement the MCP protocol lifecycle: initialize handshake, list tools, call tool, handle notifications. Each MCP server registers its tools as entries in Passepartout's *cognitive-tool-registry* at connection time — the LLM's tool belt prompt automatically expands to include them.
MCP_SERVERS env var: comma-separated paths to MCP server config files (JSON). Each config specifies the server command, args, and env vars. Example: MCP_SERVERS=~/.config/passepartout/mcp/filesystem.json,~/.config/passepartout/mcp/git.json.
Tool invocation route: LLM proposes a tool call → Dispatcher verifies against permission table → MCP client serializes call as JSON-RPC → server executes → result deserialized back to plist → returned to LLM as tool output. The Dispatcher does not distinguish between native tools and MCP tools — the gate stack is uniform.
Register the MCP client as a skill (defskill~:passepartout-mcp-client~) so it can be hot-reloaded. The MCP client is not core infrastructure — it is a skill that extends the tool ecosystem.

TODO Core MCP tools (from existing roadmap items)

Git Steward: status, diff, commit, push, branch via the MCP Git server. Policy gate enforces commit-before-modify: any file write to a git-tracked directory must be preceded by a diff review.
Web Research: headless browser via Puppeteer/Playwright MCP server. Text extraction, screenshot capture, page interaction.
Interactive PTY: stream long-running process output to context window, async interrupt control.

TODO TUI tool visualization

Already implemented in v0.8.1 (tool execution visualization). This TODO confirms the rendering path works for MCP tools as well as native tools — no distinction at the TUI level.

TODO Environment Steward

Detect "command not found" in shell actuator output.
Search system PATH and package manager registries for the missing command.
Propose installation command and retry the failed action on user approval.
Cache resolved dependency paths to avoid repeated searches.

v0.10.3 — TODO Voice Gateway

Rationale: OpenClaw ships voice wake words and talk mode on macOS/iOS/Android via ElevenLabs. Hermes Agent has voice memo transcription. Both treat voice as a first-class channel. Passepartout's daemon already handles text — voice is an I/O format conversion. Speech-to-text turns audio into :user-input signals. Text-to-speech turns agent responses into audio. The architecture requires no changes; the voice gateway is a skill that wraps existing REST APIs.

Speech-to-text: POST audio to OpenAI Whisper API (/v1/audio/transcriptions) or local Whisper via Ollama. Receive text. Inject as a :user-input signal into the pipeline. The daemon processes it identically to a typed message.
Text-to-speech: POST text to ElevenLabs REST API (/v1/text-to-speech/{voice-id}) with stream response. Also support system say (macOS) / espeak (Linux) as zero-dependency fallbacks.
TUI voice toggle: /voice on enables voice capture, shows a 🎤 (listening) indicator in the status bar. /voice off returns to text-only. The microphone capture runs in a dedicated thread that feeds audio chunks to the speech-to-text backend.
Voice mode in messaging gateways: on Telegram and Discord, the voice gateway transcribes voice messages into text and injects them as :user-input signals. Agent responses can be optionally spoken back via text-to-speech if the user's message included a voice note (reply in kind).
The voice gateway is a skill (defskill~:passepartout-gateway-voice~). No core daemon changes required. The daemon receives text signals whether they originated from a keyboard, a messaging app, or a microphone.

TODO Web search + web fetch tools — `search-web`, `fetch-web`

Claude Code has WebSearchTool + WebFetchTool. Hermes has firecrawl-py + exa-py. Passepartout's agent cannot answer questions about the world, look up documentation, or research current events. Two new cognitive tools, no external dependencies:

search-web — POST query to a search API (SearXNG public instance as default, configurable via WEB_SEARCH_URL env var). Returns title + URL + snippet for top 10 results. Dispatcher's network-exfiltration gate (vector 8) provides free safety — search queries are already vetted.
fetch-web — GET a URL, extract text content via regex-based HTML stripping (no parser dependency — strip tags, keep whitespace). Returns plain text, truncated to 10,000 chars. Dispatcher's network-exfiltration gate checks the URL domain against the allowlist.
Both register via def-cognitive-tool as read-only tools (auto-approve via v0.7.2 safe-tool allowlist)

150 lines as a new skill ~programming-web.org. No external Python/Node.js process.

TODO LSP integration — language server protocol client

Claude Code uses LSP for code intelligence — find definitions, find references, diagnostics, hover types. Without LSP, Passepartout can grep patterns but cannot answer "where is this function defined?" or "what calls this?" — questions Claude Code answers instantly with zero LLM tokens.

LSP client as a skill (lsp-client.org). Communicates with language servers via stdio JSON-RPC (same pattern as MCP client, different protocol).
Three cognitive tools: lsp-definition (go to definition), lsp-references (find references), lsp-diagnostics (get errors/warnings for file)
Read-only tools — auto-approve via v0.7.2 safe-tool allowlist
Supported languages: any language with an LSP server (TypeScript, Python, Rust, Go, C/C++, Java, etc.) — not Lisp-specific
LSP servers installed by the user (e.g., npm install -g typescript-language-server). Passepartout auto-discovers installed servers via PATH.

~200 lines. Register as read-only cognitive tools. No daemon protocol changes — LSP is a background process, not a rendering concern.

TODO Auto-saved session transcripts — `/memex/system/sessions/`

Passepartout has no session persistence beyond Merkle tree snapshots. Chat history lives in the TUI's in-memory vector and is lost on restart. Every competitor persists sessions: Claude Code uses JSONL, OpenCode uses SQLite, OpenClaw uses JSONL, Hermes uses SQLite+FTS5.

Auto-save on every message (user and agent): append to ~/memex/system/sessions/<date>-<title>.org as an Org file
Format: each message as an Org headline with role tag (:user:, :agent:, :system:), universal timestamp, content in body. Gate trace as a property drawer under the agent message headline.
Session title derived from the first user message (first 60 chars, sanitized for filename). Override with /rename <title>
Auto-save is automatic — no /export needed. The /export command delegates to the same function with format options (Org/Markdown/JSON)
Location: /memex/system/sessions/ — under system/, not daily/, no clutter
Survives daemon restarts. Resume via /resume <date-title> (existing session resume from v0.7.2)

80 lines in ~core-transport.lisp (append on message send) + reuse existing Org rendering.

TODO Auto-memory extraction — learnings from sessions

Claude Code's extractMemories runs at the end of each query loop, scanning the conversation for durable learnings and writing them to memory files. Hermes's MemoryProvider.sync_turn does the same. Passepartout records everything in the Merkle tree but never extracts cross-session learnings.

After each think() cycle that produces a final response (no tool calls pending), run extract-session-memory: a lightweight LLM call (50 tokens of prompt) that asks "What should I remember from this session?" and writes the result to ~~/memex/system/memory/<project>/<date>.org
The extraction uses a forked LLM call (separate from the main response) with the session transcript as context
Auto-memory files are injected into the CONTEXT section of future think() calls as "Session memory: [learnings from prior sessions about this project]"
Extracted memories include: decisions made, patterns observed, preferences expressed, errors encountered and fixed, codebase facts learned
Opt-out via AUTO_MEMORY=false env var. Extraction frequency capped at one per minute to prevent runaway API costs.

80 lines in ~core-reason.lisp + reuse session transcript for context.

TODO Universal cross-project Org query

Passepartout's entire memex is Org — one format for memory, tasks, documents, transcripts. No competitor has this. Claude Code queries CLaude.md (one file), SQLite (separate DB), and file tools (grep). Passepartout can query everything with one function.

(org-query :tag "@urgent" :state "TODO" :since "-7d" :path "~/memex/projects/") — scans all projects in memex, returns matching Org headlines as memory objects. Zero LLM tokens, ~2ms execution.
(org-query :property "DEADLINE" :before "-1d") — overdue items. Feeds /agenda command.
(org-query :where "dispatch" :in-title-p t) — search headlines containing a term across all projects.
(org-query :limit 20 :sort :priority) — sorted, capped results.
This is the infrastructure that makes the GTD weekly review (v0.13.0) possible — pure Lisp tree traversal with no external database.

150 lines in ~programming-org.lisp (extends existing Org manipulation primitives).

TODO `debug-inspect` cognitive tool — live state inspection

Lisp enables live state inspection that no TypeScript/Python agent can match. Claude Code has no REPL. Passepartout can inspect and modify its own running state.

debug-inspect cognitive tool: evaluates a Lisp form in the running image and returns the result as a structured plist. Parameters: code (Lisp form string), package (optional).
Read-only tool: auto-approve via v0.7.2 safe-tool allowlist. No side effects — inspection only.
Use cases: (hash-table-count *memory-store*), (inspect memory-object-by-id "node-42"), (map 'list #'car *skill-registry*)
The agent can introspect its own state to answer meta-questions: "How many objects are in memory?" "What skills are loaded?" "What was the last HITL decision?"
30 lines in ~programming-repl.lisp (extends existing repl-eval with safety guard).

Competitive Advantage Analysis — v0.10.0 Summary

MCP-native tool architecture gives Passepartout a tool breadth advantage that no single team could achieve through bespoke implementation. The MCP ecosystem is growing faster than any individual agent's tool set. By connecting to it rather than competing with it, Passepartout's tool count scales with the ecosystem — every new MCP server is a new Passepartout tool.

The Dispatcher's tool permission table (allow/ask/deny) applies uniformly to MCP tools, giving Passepartout tool-level security granularity that competitors lack. Claude Code's tools are binary: available or not. Passepartout can conditionally allow filesystem writes to /projects/* while requiring HITL for writes to ~/.config/* — per-path, per-tool, per-session. This is the deterministic gate stack's natural application domain.

The Git policy gate (commit-before-modify) is a safety feature no competitor provides. It prevents the most common agent failure mode: modifying files without preserving the prior state. Combined with memory snapshots (v0.2.0), this gives every action a dual audit trail: the git history and the memory object history.

The TUI tool visualization (v0.8.1) extends seamlessly to MCP tools — the rendering layer doesn't distinguish between native tools and MCP tools. The same colored backgrounds, collapsible outputs, and gate traces apply universally.

The voice gateway (v0.10.3) adds parity with OpenClaw's voice features without architectural changes — speech-to-text and text-to-speech are thin REST wrappers that feed text signals into the existing pipeline. Combined with the Emacs bridge (v0.4.0), messaging gateways (v0.4.0), and the now-SOTA TUI (v0.7.0–v0.8.3), Passepartout supports four interaction surfaces by v0.10.3: terminal (TUI), messaging apps, Emacs, and voice.

v0.11.0: Planning, Self-Modification & Deterministic Routing

(Renumbered from old v0.9.0.)

Design insight: the inverted tier classifier. The current tier classifier routes "rm", "write-file", and "shell" to :REFLEX (no LLM). This routes the most dangerous operations to the path with the least oversight. It should be inverted: :REFLEX handles deterministic lookups (list TODOs, check file existence, query memory), :COGNITION handles text processing and summarization, :REASONING handles planning and code generation. Dangerous operations should always route through :REASONING where the full LLM cycle and Dispatcher gate stack apply. v0.11.1 fixes this.

TODO Long-horizon planning (task tree DAG)

Decompose complex tasks into Org-mode headline trees. Each task node is a memory-object with terminal states: :todo → :next-action → :in-progress → :done / :blocked / :stuck.
The LLM generates the initial task tree from the user's request. The REASONING tier processes each leaf task sequentially, updating node states as it progresses.
Parent nodes summarise child results: when all children of a node reach :done, the parent is promoted to :done with a synthesised summary. When any child reaches :stuck, the parent is promoted to :blocked with the blocking child's diagnostic.
Branch pruning: if a child is :stuck after three retries with different LLM providers, the parent re-plans the branch — the LLM generates alternative decomposition paths for the blocked sub-task.
Task trees persist as Org headlines in /memex/system/tasks/. Survive restarts. Visible to the user as editable Org files.
TUI task tree visualization: a collapsible Org headline tree rendered in the chat area. Each node shows its terminal state with a colored indicator (○ todo, ▶ next-action, ◉ in-progress, ✓ done, ✗ blocked, ⏸ stuck). Nodes expand/collapse on Enter. The tree updates in real time as the agent progresses through subtasks.

TODO Tier classifier fix

Invert the current classifier: :REFLEX = deterministic lookups only (memory query, file-exists-p, check time, list TODOs by tag). :COGNITION = text processing, summarization, simple Q&A, note formatting. :REASONING = planning, code generation, multi-step task execution, dangerous operations.
Track classifier accuracy via telemetry: for each classified action, record whether the classification was appropriate.
The classifier function is overrideable via *tier-classifier*, allowing users or skills to customize routing.
The classifier should be a skill, not core infrastructure — reloadable and replaceable without restart.

TODO Skill Creator

LLM drafts complete skill org-file from natural language description.
Mandatory pipeline: (a) syntax validation via lisp-syntax-validate, (b) sandbox-load in temporary jailed package (v0.3.2), (c) run registered trigger function against mock contexts, (d) run registered deterministic gate against mock proposals, (e) on pass, promote to live registry under passepartout.skills.<name>.
Required :repl-verified flag on all defun forms — the existing Dispatcher lint check warns on writes without verification. The Skill Creator enforces this at creation time.
Skills are the primary extension mechanism for users. The Skill Creator makes skill authoring accessible to non-Lisp-programmers: describe what you want in English, the LLM drafts the Org file, the system verifies it, and the skill is live.

Competitive Advantage Analysis — v0.11.0 Summary

The task tree DAG with terminal states and branch pruning is Passepartout's planning primitive — analogous to Claude Code's TODO list but structural (Org headlines with parent-child relationships) rather than flat.

The tier classifier fix is a safety correctness issue. The current inverted classifier (dangerous ops → no-LLM path) is actively harmful — it reduces oversight on the operations that need it most.

The Skill Creator is the mechanism by which Passepartout escapes the "team of Lisp programmers" constraint. Most agent frameworks require Python/TypeScript to extend. Passepartout's extension language is English — the LLM writes the Lisp, the system verifies it.

v0.12.0: Evaluation & Vision

(Renumbered from old v0.10.0.)

With tools (v0.10.0) and planning (v0.11.0) in place, the agent can execute complex multi-step tasks. v0.12.0 answers two questions: (1) how do we prove it works? (SWE-bench evaluation harness), and (2) can the agent interact with visual interfaces? (computer use / vision).

TODO SWE-bench harness

Automated pipeline: clone a repository from SWE-bench dataset, parse the GitHub issue, feed the issue description into Passepartout's cognitive loop, track the resolution trajectory as an Org headline tree, apply the generated patch, run the repository's test suite, score success (tests pass yes/no).
Trajectory persistence: each benchmark run produces an Org file under /memex/system/benchmarks/ recording every think() call, every tool invocation, every Dispatcher decision, and the final test result.
Regression mode: run the same benchmark after each version release. Track score trends. A version that regresses on SWE-bench does not ship.
Target: competitive score with Claude Code and OpenClaw on SWE-bench-verified by v1.0.0.

TODO Computer Use / Vision

Screenshot capture: X11 (xwd / import) and Wayland (grim) bridge.
Vision model integration: send screenshot to a vision-capable model (GPT-4V, Claude 3.5, Gemini 2.0 Flash).
Coordinate-based interaction: xdotool / ydotool for click and type commands. Dispatcher approval gate applies — screen interaction requires HITL by default.
Use case: "open Firefox, search for the Passepartout GitHub repo, and star it."

TODO Telemetry / observability — structured event logging

Claude Code tracks everything via GrowthBook feature flags. OpenClaw has structured telemetry with trajectory sidecars. Hermes logs session metrics to SQLite. Passepartout has log-message — unstructured, no aggregation. Without telemetry, Passepartout cannot answer: "How many HITL prompts per session?" "What's the approval rate?" "Which gate blocks most often?" "What's the average context usage?" These are the metrics that would validate the README's "2-3x fewer tokens" claim.

Structured event log as JSONL in ~/.local/share/passepartout/telemetry/ (one file per session + aggregate)
Event types: :session-start, :think-call (tokens in/out, provider, model, duration), :tool-execution (name, duration, success/error), :gate-decision (gate name, result, pattern), :hitl-decision (approved/denied, pattern, session count), :context-snapshot (tokens used, foveal node, pruned count), :session-end (total tokens, total cost, tool calls, HITL count)
Aggregate keys tracked as a hash table: HITL approval rate, average context usage, most-blocked gate, tokens saved by foveal pruning vs full context
/telemetry TUI command: displays aggregate stats + per-session breakdown
Feeds the evaluation harness (SWE-bench trajectory data comes from the same telemetry system)

200 lines as a new skill ~symbolic-telemetry.org. No daemon protocol changes.

Competitive Advantage Analysis — v0.12.0 Summary

SWE-bench evaluation is the industry standard for coding agent capability claims. Passepartout's trajectory persistence is a differentiator: most harnesses produce a pass/fail score. Passepartout's produces a complete Org-mode audit trail showing exactly where the reasoning succeeded or failed.

Vision + screen interaction is table stakes for competing with Claude Code's computer use feature. The Passepartout advantage: every screen interaction passes through the Dispatcher gate stack.

v0.13.0: Consensus, GTD & Deep Emacs Integration

(Renumbered from old v0.11.0.)

Near-SOTA. The agent has tools, planning, evaluation, and streaming. v0.13.0 adds reliability (consensus), productivity methodology (GTD), and environment depth (Emacs integration).

TODO Consensus loop

Multi-provider parallel inference for critical decisions. When the action's impact score exceeds a threshold, the system sends the same prompt to 2–3 independent providers.
Disagreement detection: compare structured outputs. If all providers agree, proceed with highest-confidence result. If they disagree, flag for HITL approval.
Cost-aware: consensus mode doubles/triples cost. Only trigger when impact exceeds cost threshold. Configurable via CONSENSUS_THRESHOLD.
TUI consensus display: collapsible region listing each provider, its model, its proposal, and its confidence score. ✓ 3/3 providers agree in green; ✗ 2/3 agree in yellow.

TODO GTD integration

Full GTD cycle: capture → process → clarify → organize → reflect → engage.
Org properties: :TRIGGER: (what context), :BLOCKER: (what must complete first).
Weekly review: agent scans all projects and tasks, surfaces stalled items, suggests next actions. Produced deterministically — zero LLM tokens.
TUI agenda view: /agenda command renders Org-agenda as formatted scrollable region within the chat area.

TODO Deep Emacs integration

Phase II — Interpreter: ELisp compatibility layer runs inside Passepartout's Common Lisp image. Key Emacs packages (Org-mode, Magit) run natively without an Emacs process.
Org-agenda awareness: agent queries agenda view, incorporates agenda context into planning.
Clock time tracking: agent starts/stops clocks on Org headlines, produces clock tables.
Refile and archive: agent refiles headlines between Org files and archives completed items.

Competitive Advantage Analysis — v0.13.0 Summary

The consensus loop benefits from structured output enforcement (v0.9.0) — comparing plists for semantic equivalence is simpler than comparing free-text responses.

The GTD and Emacs integration are Passepartout's "unfair advantages" — no competitor has either. Claude Code and Copilot are development tools, not life management tools. Org-mode is the bridge: the same format that holds the agent's memory holds the user's tasks, calendar, and notes.

v0.14.0: Self-Configuring Setup Binary

Rationale: The current passepartout configure flow is a bash script that detects Debian or Fedora, installs packages, installs Quicklisp, tangles Org sources, and runs the setup wizard. It handles 2 distro families. A save-lisp-and-die binary distributes Passepartout as a single executable with no SBCL or Quicklisp prerequisite, and an optional small LLM fallback expands coverage to any distro with a package manager.

Installation is handled by the bash script or this binary. Configuration is handled by the TUI setup wizard (the new decision from v0.8.0).

TODO Save-lisp-and-die executable

The setup binary (passepartout-setup) is a save-lisp-and-die executable (~100MB: SBCL runtime + core Lisp code + native embedding inference from v0.4.0 + 23MB embedding model). No SBCL install required. No Quicklisp. No bash script. The user runs one file.
Deterministic path (default, always runs first): the same distro detection, package installation, and configuration logic from today's bash script, reimplemented in Lisp. Handles Debian and Fedora families. Covers the common case without touching an LLM.
LLM-assisted path (optional, activates on deterministic failure): downloads Qwen2.5-0.5B (500MB GGUF, pinned by hash, cached to ~~/.local/share/passepartout/models/). The model reads command output, classifies success/failure/recoverable-error from a finite set of outcomes, and selects the next corrective action from a constrained decision tree. On unrecognized failures, generates a diagnostic for the user.
Model hash verification: the GGUF file is pinned by SHA-256 hash. If the hash doesn't match (wrong version, corrupted download), fall back to deterministic setup with a warning.
After setup completes, the binary exits. The user runs passepartout daemon to start the full system (a live SBCL process, not a sealed binary — REPL, hot-reload, self-modification all available).
Add FiveAM test: the deterministic path succeeds on a system with all dependencies pre-installed; the LLM-assisted path correctly classifies 10 common package-manager error messages.

v1.0.0: SOTA Parity (verified)

Feature-complete, benchmark-verified, production-hardened. All capabilities from v0.3.0 through v0.14.0 integrated and tested end-to-end.

v1.0.0 is not a feature release — it is a verification release. Every feature from the v0.x series is tested under concurrent load, resource starvation, adversarial input, and benchmark scoring. The evaluation harness (v0.12.0) provides the scoring apparatus; v1.0.0 is the scored release.

Area	Parity Target	Verification Method
Self-improvement	Skill Creator + self-edit + hot-reload	Skill regression suite
Planning	Task tree DAG with terminal states	Multi-step integration tests
Tool ecosystem	15+ MCP tools + native shell + git	MCP protocol compliance tests
Context window	Semantic search + foveal-peripheral + caching	Token budget vs competitor audit
Safety	10-vector Dispatcher + policy + permissions	Chaos testing
Multi-step tasks	Task trees with terminal states	SWE-bench score (v0.12.0 harness)
Code editing	Full file read/write via MCP + Org	SWE-bench-verified subset
Memory	Vector recall + Merkle integrity + MVCC	Concurrency stress test (v0.9.0)
Emacs integration	Full org-mode control (exceeds Claude Code)	Org-agenda round-trip test
Streaming	Live text + interrupt-and-redirect (v0.7.1)	TUI UX latency benchmark
TUI	Streaming, markdown, gate trace, sidebar,	TUI integration test suite
	theme system, adaptive layout, mouse, search
Packaging	Source install + save-lisp-and-die binary	Install test matrix across distros
Offline	100% local capable (7-13B model)	Air-gapped integration test
Cost	2-3x fewer tokens than competitors	SWE-bench token audit
Concurrency	Priority queue + MVCC + parallel signals	Concurrent load test (3 users + bg)

Performance projection at v1.0.0:

Scenario	Passepartout v1.0.0	Claude Code	OpenClaw
Single-turn chat (local 8B)	2-4s, ~1,500 tok	N/A (cloud-only)	N/A (cloud-only)
Single-turn chat (cloud)	1-3s, ~1,500 tok	1-3s, ~3,000 tok	1-3s, ~3,500 tok
Multi-step coding (5 files)	15-30s, ~30,000 tok	10-20s, ~65,000 tok	20-40s, ~85,000 tok
Knowledge base query (500 nodes)	<1s (in-image vector), 0 LLM tok	3-5s, ~5,000 tok (LLM-assisted)	3-5s, ~5,000 tok (LLM-assisted)
Background maintenance	0 LLM tok (deterministic cron)	Variable or skipped	Variable or skipped
Offline operation	Full capability	None	None
Cost per coding session	~$0.15 (gpt-4o-mini)	~$0.45 (gpt-4o-mini)	~$0.55 (gpt-4o-mini)

Passepartout wins on cost (2-3x savings from sparse trees + deterministic gates + caching), offline capability (unique), and knowledge management (10-40x savings from in-image vector lookup + Org-native format). It is competitive on single-turn latency and slightly behind on multi-step latency (the single-pipeline architecture adds ~5s overhead per tool execution versus competitors' parallel tool dispatch).

The TUI at v1.0.0 is a SOTA competitive agent interface: streaming responses, gate trace visualization, Information Radiator sidebar, skin system with 10+ presets, adaptive layout, full markdown, mouse support, and personality. The sidebar's gate trace, focus map, and rule counter are capabilities no competitor can replicate — Passepartout's permanent UX differentiator.

The key insight at v1.0.0: Passepartout does not beat competitors at everything. It wins decisively where the architecture's structural advantages apply (safety, cost, offline operation, knowledge management, TUI transparency) and is competitive where they don't (raw LLM inference speed, parallel tool dispatch). This is a defensible position — the niches Passepartout dominates are exactly the niches that matter for a sovereign, local-first AI assistant.

But it is still fundamentally probabilistic at its core. The symbolic engine verifies and constrains, but the generative engine is still the primary reasoning source. The architectural transition to symbolic-first reasoning happens in v3.0.0.

v2.0.0: Lisp Machine Emergence

v2.0.0 is where Passepartout stops being a daemon with clients and becomes the environment. The agent's cognitive loop, the user's editor, the user's shell, and the user's browser run in the same Common Lisp image. The Dispatcher gate stack verifies every action regardless of who initiated it — user or agent. The distinction between "tool" and "self" dissolves.

Why this version matters for UX parity. v0.4.0 through v1.0.0 give Passepartout four interaction surfaces (TUI, messaging apps, Emacs, voice). v2.0.0 inverts the problem: instead of building more clients, it builds a platform where the agent's environment and the user's environment are the same process, separated not by a sandbox but by the Dispatcher gate stack. The editor IS the agent's prompt. The shell IS the agent's actuator. The browser IS the agent's web research tool. There are no clients — there is one Lisp image, one address space, one Org-mode file system.

Architectural principle: Browser inside Lisp, not Lisp inside browser. Lisp is the parent process. It owns the window, the memory, and the input loop. The rendering engine (WebKit/Blink) is a library that paints pixels inside a Lisp buffer. The user can redefine functions while browsing without restarting. Keybinding lookups happen in microseconds (SBCL machine code) — the browser cannot "steal" shortcuts.

Qt/QML via EQL5 — the rendering surface

Qt/QML (via EQL5) is the UI framework. EQL5 exposes the full Qt C++ API from Common Lisp. QML is declarative — it matches Lisp's generation model.
Desktop: native look and feel on Linux, macOS, and Windows.
Mobile: Qt runs natively on iOS and Android. Android uses F-Droid for the unrestricted version and Play Store for sandboxed. iOS uses Guideline 4.7 ("Educational/Developer Tool" loophole, no JIT compilation).
Safety Bridge for mobile: Lisp code can manipulate browser/files but cannot touch hardware (GPS, camera, contacts) without standard permission pop-ups.
The minibuffer: a universal command line at the bottom of the screen. Not an Emacs modeline. Not a VS Code command palette. A single command surface for every action — edit files, navigate web, run Lisp expressions, invoke agent commands. M-x for everything.

Lish — the Common Lisp editor

Not elisp. Not Emacs. A multi-threaded Common Lisp editor rendered via Qt/QML. The complete system prompt lives in an Org buffer — the agent's identity, its skill registry, its memory, and its reasoning are visible and editable as Org text. The user modifies the agent's prompt and the agent reflects the change immediately — the prompt is a file in memory, not a hidden string in a config.

Org-babel for interactive evaluation: source blocks in Org files are executable. The user evaluates a #+begin_src lisp block and the result appears inline. The agent evaluates blocks to verify code before writing. The REPL is not a separate window — it is the Org buffer in which the agent and user both work.

The editor and the agent share the same Lisp image. The editor is not a client that connects to a daemon — it IS the daemon process. The TUI from v0.3.6 (with word wrap, streaming, gate trace, focus map) is the editor's rendering surface.

Nyxt — the Common Lisp browser (three erosion stages)

The browser is not a one-time feature. It is a multi-year erosion of the rendering stack toward pure Lisp:

Stage 1 — Qt + WebKit. Qt provides window management and native widgets. WebKit renders web content inside a Lisp buffer. Network requests via dexador (pure Lisp). HTML parsed via Plump (pure Lisp). Layout via Yoga (C-based Flexbox, wrapped via FFI). JavaScript via embedded QuickJS. This stage delivers a working browser in months, not years.

Stage 2 — S-expression DOM. Lisp builds its own DOM representation as native S-expressions. WebKit is reduced to pixel painting only — it receives rendered layouts from Lisp, not raw HTML. The agent can traverse and manipulate the DOM as Lisp data structures without serialization. This makes web content natively queryable and modifiable by the agent's cognitive loop.

Stage 3 — Pure Lisp layout. WebKit turned off entirely. Lisp-native layout engine (12-18 months of focused development). CSS subset sufficient for the modern web's 95% use case. JavaScript via QuickJS remains for interactive content. The browser is now a Lisp application that happens to speak HTTP, not a web engine wrapped in a Lisp process.

Lish — the Lisp shell

Bash is a text-stream protocol. Passepartout speaks plists. The Lish shell replaces text streams with structured data — every command returns a plist, not a byte stream. Pipe becomes function composition. Scripts become Lisp functions that operate on memory objects directly.

The agent and the user share the same shell. The user types (list-todos :tag "@urgent"). The agent proposes (shell "npm run build"). The Dispatcher verifies both. The shell is not a separate process — it is a REPL connected to the same Lisp image as the agent's cognitive loop.

Org-mode buffers become the file system. The user's memex (~/memex/) is browsable as a tree of Org headlines. File operations (read, write, list, search) operate on Org AST nodes, not byte streams. A "directory listing" is a tree of headlines. A "file read" is a subtree rendered as text.

Bash remains available as a backend for running external commands, but it is not the primary interface.

Emacs migration — three phases

The Emacs bridge (v0.4.0) is Phase I. The deep integration is three phases, not one:

Phase I — Parasite (v0.4.0). Emacs is a client. The elisp TCP bridge sends text and receives responses. The agent does not control Emacs. Emacs users get a native chat experience alongside the TUI.

Phase II — Interpreter (v2.0.0). An ELisp compatibility layer runs inside Passepartout's Common Lisp image. Key Emacs packages (Org-mode, Magit) run natively without an Emacs process. The compatibility layer does not aim for 100% coverage — it targets the packages the agent's workflows depend on.

Phase III — Successor (v2.0.0 and beyond). Native Common Lisp implementations of Org-mode workflows and Git integration read/write the same file formats. Total independence from Emacs. Emacs users who prefer Emacs keep the bridge. New users get the native experience.

Strategic timeline

v0.4.0 Emacs bridge (Phase I Parasite) → v1.0.0 SOTA parity → v2.0.0 Lish editor + Nyxt browser (Stage 1) + Emacs Phase II/III + mobile. The Qt/QML surface enables gradual erosion of the rendering stack without rewriting the application logic. The three-phase Emacs migration ensures Lisp users are never abandoned — the bridge works from day one, the native experience grows under it.

v3.0.0: Neurosymbolic Maturity

Deterministic planner takes the wheel. LLM relegated to semantic translation.

Architectural approach: Stitching, not building. The symbolic engine is not a from-scratch reasoner. It is an integration of existing Common Lisp libraries connected by macros and DSLs. The Lisp advantage is the macro system — it transforms human-readable rules into formal logic queries without requiring a new engine.

Open-source Lisp stack

Knowledge Graph: VivaceGraph v3 — Lisp-native graph database with a Prolog-like query language built in. Stores facts, relationships, and rules as native Lisp objects in the same image as the agent.
Constraint Solver: Screamer — non-deterministic backtracking. Given a set of constraints, finds all valid solutions or proves none exist. Used to verify that proposed actions do not violate invariants.
Formal Verifier: ACL2 — a theorem prover for Common Lisp, BSD licensed. Proves properties about functions before they are committed to the running image. Used for skill verification and Dispatcher rule validation.

The 10-80-10 architecture

Ten percent neural for input translation, eighty percent symbolic for reasoning against a knowledge graph, ten percent neural for output formatting.

10% Input: The LLM translates natural language into structured queries (Prolog facts, knowledge graph lookups). The neural translator is trained via EGGROLL (low-rank evolution strategies) on the reward signal from the symbolic verifier — it learns to produce queries that the symbolic engine accepts.
80% Reasoning: Pure Lisp. Task graphs generated by the deterministic planner against the knowledge graph. Formal verification via ACL2. Constraint checking via Screamer. Fact retrieval via VivaceGraph. Zero LLM tokens. Zero hallucinations.
10% Output: The LLM formats symbolic results back into natural language. The neural formatter is structurally identical to the translator — same training loop, reversed direction.

The auto-formalizer bootstrap

The symbolic engine needs a populated knowledge graph. The auto-formalizer populates it:

Feed unstructured data (documentation, manuals, logs, session histories) to the LLM in auto-formalizer mode.
The LLM extracts facts, relationships, and rules as structured S-expressions.
The symbolic verifier (Screamer + ACL2) checks each extracted fact for consistency with the existing knowledge graph.
Consistent facts are added. Conflicting facts are flagged for human review.
Over time, the knowledge graph grows without manual ontology engineering.

DSL approach over engine building

Domain-specific languages, not general-purpose reasoners:

Lisp macros transform human-readable rules into Prolog queries that run against VivaceGraph.
(defrule check-privacy :when (contains-tag payload "@personal") :then :block) expands to a VivaceGraph query with Screamer constraint checking.
Users write rules in a domain-specific DSL. The macros handle the translation to formal logic.
The Skill Creator (v0.9.0) generates DSL rules from English descriptions. The auto-formalizer verifies them.
(macroexpand-1 '(defrule ...)) shows exactly how the rule compiles — 100% auditable.

Self-correcting gates

Gates learn from the full history of outcomes — did the plan succeed? Where did it fail? The symbolic engine updates its own rules based on results:

Induced functions from v0.5.0 feed into the symbolic engine as candidate rules.
The symbolic verifier checks each candidate against the knowledge graph for consistency.
Rules that pass verification are promoted to the active gate stack.
Rules that fail verification are discarded with a diagnostic — the agent learns why the pattern doesn't generalize.

Implications

Hallucination becomes structurally impossible because the symbolic engine will not accept a fact that contradicts its knowledge graph. Safety becomes provable because ACL2 can prove properties about the system's behavior. Self-improvement becomes stable because the agent modifies skills that are then verified before execution. The 80% of computation that happens in the symbolic middle layer costs zero LLM tokens.

v4.0.0: Native Inference

LLM inference moves in-process. No external servers. No API keys required for inference.

Lisp as Sovereign Governor, not as Math Engine. The weights themselves are not stored as Lisp objects — this would waste 50% memory on type tags and destroy cache locality through pointer-chasing. Instead, the entire tensor is tagged as a single Lisp object (macro-tag). The Lisp image holds a pointer to optimized flat binary (GPU-friendly, FPGA-compatible). The tag is checked once. After that, all math happens in the optimized backend.

Native inference (FFI binding to llama.cpp)

FFI binding to llama.cpp via CFFI: load GGUF models, run inference, manage KV cache. Single SBCL image, zero process boundaries. The agent and the model share memory.
Speculative safety: the Dispatcher gate stack intercepts token generation in real time. A token that would produce a blocked action is preemptively suppressed before generation. No external inference API supports this.
Foveal-peripheral compute: the model skips pruned context nodes during attention computation. External APIs compute full attention regardless of what you send. In-process inference makes the sparse-tree rendering pay off at the compute level, not just the token level.

Live surgery on cognition

With in-process inference, the agent's internal state becomes inspectable:

Pause inference mid-stream. Inspect hidden states and activations as Lisp variables.
Modify a vector, change a sampling parameter, resume.
Detect when the agent is likely to hallucinate by comparing current activation patterns against historical baselines.
The REPL becomes a surgical instrument for the agent's own cognition — not just for verifying code, but for inspecting and correcting the neural process that generates it.

DSL-compiled model architectures

Model architectures are described as Lisp DSL:

(defmodel passepartout-reasoning :type 'transformer :heads 32 :dim 4096 :layers 32)
The DSL compiles to machine code for the target backend (GPU via CUDA, FPGA via VexRiscv, CPU via llama.cpp).
Python interprets at runtime. Lisp compiles once. Model architecture changes are treated the same as code changes — edited, verified, hot-reloaded.

v5.0.0: Hardware — Tagged Lisp Architecture

The Lisp machine becomes physical. RISC-V with tagged architecture, hardware-enforced type checking, and FPGA prototype for the symbolic core.

Not a from-scratch processor. Use RISC-V as the skeleton, add custom Lisp extensions. RISC-V provides the carrier architecture (standard instruction set, existing toolchain, LLVM support). Lisp extensions provide tagged computation (type checking in hardware, parallel garbage collection, S-expression traversal as atomic operations).

The macro-tag approach

Top 4–8 bits of every memory word = Type Tag. Hardware checks tags in parallel with ALU operations. Trap on type mismatch.
A tensor (70B weights) is one macro-tagged Lisp object — a pointer to flat binary. The tag is checked once. Math happens at native speed. This replaces "weights as sexps" (which wastes 50% memory on per-weight tags and destroys cache locality).
Custom instructions: TADD (tagged add), LISP.CAR, LISP.CDR — Lisp primitives as single-cycle hardware operations.

Phase migration: Host → Co-processor → Self-hosted

Parasitic. Lisp card (FPGA) is a PCIe co-processor. Host CPU (Intel/AMD, Linux/Windows) handles "dirty" I/O — networking, display, file systems. Lisp card handles tagged computation and the agent's cognitive loop. If Lisp crashes, host survives. Reset card, reload. Memory mapping: the card can see the host's memory. The Lisp environment reaches out and inspects data.
Functional Hijacking. Lisp UI runs on the card, displays through the PC's GPU. The agent indexes Linux files into Lisp objects. The host becomes an I/O server for the Lisp card.
Driver Cannibalization. Point the agent at C drivers. Ask it to generate native Lisp drivers for the hardware the card controls directly. PCIe Passthrough for direct hardware access.
Self-Hosting. Replace the Linux bootloader with Stage0 Lisp (a bootstrap from 500 bytes of hex to a self-hosting Lisp). Cut the umbilical cord. The Lisp machine runs on bare metal.

Concrete prototyping milestones

Stage	Hardware	Cost	What it delivers
TinyTapeout	Custom silicon (130nm)	~$500–1,000	8-bit tagged toy processor with Lisp primitives
Shuttle	Multi-project wafer	~$10,000–20,000	Tagged RISC-V core at 100–300MHz
FPGA	Terasic DE10-Nano / Xilinx KCU105	~$200–500	VexRiscv with custom Lisp extensions, PCIe card form factor
Industrial	Commercial foundry (5nm)	~$10M–100M+	Competes with modern CPUs on tagged workloads

Start at TinyTapeout. Validate the tagged architecture works. Move to FPGA. Validate at speed. Only then consider silicon.

Garbage collection in hardware

Dedicated bus master (Scavenger) runs background garbage collection while the main CPU executes code. No "GC pause." The scavenger traverses the heap in parallel with computation, freeing unreachable objects without stopping the agent.

Persistent single-address-space memory

NVRAM for the entire heap. Turn on the machine — state is exactly where you left it. No "booting." No "loading memory from disk." The agent's Merkle-tree memory, skill registry, knowledge graph, and induced functions survive restarts as a contiguous hardware state.

Why this is not "Lisp inside browser"

Most Lisp-on-hardware attempts fail because they try to compete with Intel on raw math. That's the wrong axis. The tagged architecture doesn't need to beat a GPU at matrix multiplication. It needs to beat a CPU at symbolic computation — graph traversal, constraint solving, theorem proving, garbage collection. These are the v3.0.0 symbolic engine's workload. Hardware that makes them single-cycle is the differentiator, not hardware that runs matrix math faster.

v6.0.0: True Agency

World models, temporal reasoning, goal persistence across restarts.

World models: Predictive models of user behavior, project dynamics, system state.
Temporal reasoning: Scheduling, deadlines, elapsed duration awareness.
Goal persistence: Goals survive restarts. Long-term projects in memory-objects.

171 KiB Raw Blame History Unescape Escape

Passepartout Evolutionary Roadmap

The Evolutionary Roadmap

File Update Checklist

v0.1.0: The Autonomous Foundation — RELEASED 2026-04-20

DONE Perceive-Reason-Act pipeline

DONE Skills engine with jailed loading

DONE Policy skill (6 invariants)

DONE Memory (memory-object + Merkle hashing)

DONE Scribe + Gardener background workers

DONE LLM gateway (OpenRouter, Ollama)

DONE Shell actuator, Emacs bridge, credentials vault

DONE FiveAM test suite

v0.2.0: Interactive Refinement — RELEASED 2026-04-29

DONE Text User Interface (Croatoan-based, styled, scrollable)

DONE Self-editing (error detection, surgical fix, hot-reload)

DONE Enhanced utilities (structural Lisp/Org manipulation + REPL)

DONE Onboarding wizard (modular Lisp setup for LLM providers)

DONE Memory rollback (snapshot and restore)

v0.3.0: Event Orchestration + HITL — RELEASED 2026-05-06

DONE Secret Exposure Gate, Shell Safety, Lisp Validation

DONE Multi-distro deployment (Debian+Fedora, systemd, Docker)

DONE Project rename to Passepartout (files, packages, env vars)

DONE 31 org files with full literate prose

DONE Human-in-the-Loop (HITL)

DONE Event Orchestrator (unified hooks+cron+routing)

DONE Context Manager (project scoping)

DONE Model-Tier Routing (cost optimization)

DONE Memory Scope Segmentation

DONE Asynchronous Embedding Gateway

DONE TUI Experience (Daily Driver Quality)

DONE v0.2.x Backfill Remediation (stubs and gaps)

DONE Project Renaming (Bouncer → Dispatcher)

DONE Parser RCE elimination

DONE Shell safety & actuator sandboxing

DONE TUI Critical Fixes

v0.4.0: Production Hardening — RELEASED 2026-05-06

DONE Semantic retrieval activation

DONE Self-build safety boundary

DONE TUI Differentiator Visualization

DONE Gateway QA, Discord, Slack + Emacs Bridge

DONE Native embedding inference

Competitive Advantage Analysis — v0.4.0 Summary

v0.4.1: Design Cleanup

DONE Remove system-prompt-augment mechanism

DONE Fix false token-overhead claims in docs

DONE Update security vector count 9→10 in docs

DONE Rewrite README — add "What is an agent?" section, revise claims

DONE Register cognitive tools — 10 tools for codebase operations

DONE Enforce NO-HARDCODED-CONSTANTS programming standard

v0.4.2: Structured Output (LLM → JSON → plist)

DONE Implement function-calling / tool-use API in provider requests

DONE Wire structured tool calls into think() — JSON→plist at boundary

v0.4.3: Shell Sandboxing & Safety Classification

DONE Add bwrap sandbox to shell actuator

DONE Shell safety severity classification system

v0.5.0: File Reorganization & Token Economics

File Reorganization — self-repair criterion

DONE Extract core-context → symbolic-awareness

DONE Extract heartbeat generation → symbolic-events

DONE Relocate 6 utility fragments to correct files

DONE Rename 6 core files — shorter, clearer names

DONE Rename 13 system-* → symbolic-/neuro-/embedding-*

DONE Delete system-model.lisp (16-line wrapper)

DONE Rename 4 gateway-* → channel-*

DONE Split gateway-messaging → 4 channel-* files

DONE Document core/non-core self-repair criterion

DONE Update all cross-references after reorg

Verify: ASDF compiles, FiveAM suite passes, integration tests pass.

Token Economics (implemented as skills — not core)

DONE Tokenizer integration

DONE Prompt prefix caching

DONE Incremental context assembly

DONE Per-call token budget

DONE Cost tracking

Module Architecture

Competitive Advantage Analysis — v0.5.0 Summary

v0.5.1: Compilation Hardening

Compilation Hardening — eliminate all compilation errors and warnings

DONE Fix real errors first (2 files, ~5min)

171 KiB

Raw Blame History

DONE Wire structured tool calls into `think()` — JSON→plist at boundary

DONE Add `bwrap` sandbox to shell actuator

DONE Delete `system-model.lisp` (16-line wrapper)

DONE Split `gateway-messaging` → 4 `channel-*` files

DONE Time Awareness — Level 3: `sensor-time` skill

TODO Context visibility command (`/context`)

TODO Agent identity file — `/memex/IDENTITY.org`

TODO Undo/redo per operation — `/undo`, `/redo`

TODO Merkle provenance audit — `/audit <node-id>`

TODO Session export — `/export` command

TODO CLI / non-interactive mode — `passepartout ask`