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v0.2.1
passepartout/TODO.org
Amr Gharbeia 41de20d3f1
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v0.2.1: polish, deploy, CI, and literate refactor 
- Secret Exposure Gate + Privacy Filter (Bouncer)
- Shell actuator safety harness (timeout, blocked patterns)
- REPL-first enforcement (lisp validation gate, system-prompt-augment)
- Engineering Standards lifecycle (two-track Org-first + REPL-first)
- Literate Programming discipline (one function per block, reflect-back)
- AGENTS.md: thin routing layer, skills are authoritative
- SKILLS_DIR removed, ~/notes fallback eliminated
- opencortex.sh: multi-distro (Debian+Fedora), configure, install service, backup, restore, help
- infrastructure/opencortex.service (systemd user unit)
- Docker: updated to debian:trixie, fixed build context
- GitHub CI: lint + test workflows fixed, trigger on tags only
- Gitea CI: deploy workflow paths fixed
- README: one-line curl install, badges
- USER_MANUAL: Deployment section (bare metal, Docker, backup)
- .gitignore: skills/*.lisp and tests/*.lisp as generated artifacts
- Prose/block refactor across all 35 org files
- Test suite Tier 1: 43/45 pass (env-dependent failures isolated)
2026-05-02 17:04:33 -04:00

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PHASE: AUTONOMOUS MVP (v0.1.0 Released)

The "Zero-to-One" release. The agent must be mathematically secure, CLI-first, and capable of autonomous Memex maintenance.

DONE 1. Harness Hardening (The Final Audit)

DONE Audit remaining core skills (`org-skill-policy.org`, `org-skill-bouncer.org`) to the new Literate Granularity standard.

DONE Implement Verification Lock: Ensure `MANDATORY_SKILLS` pass `validate-lisp-syntax` before boot proceeds.

DONE Logging & Transparency: Ensure `context-get-system-logs` is utilized by the Reason engine to explain blocked actions.

DONE 2. The Autonomous Scribe & Gardener (The Primary Value Prop)

DONE Implement `org-skill-scribe.org`: Background worker that distills daily chronological logs into structured Zettelkasten notes.

DONE Implement `org-skill-gardener.org`: Heartbeat-driven skill that autonomously flags orphaned nodes and repairs broken links.

DONE 3. The Zero-to-One Experience (setup.org)

DONE Consolidate installation instructions, `onboard.sh`, and `Dockerfile` into a single, literate `setup.org` file.

DONE Ensure the setup process interactively builds the `.env` and verifies SBCL/Quicklisp dependencies.

DONE 4. CLI-First Actuation

CLOSED: [2026-04-14 Tue 09:40]

DONE Verified the `cli` actuator and inbound gateway handle standard I/O interaction gracefully via a stateful `socat` connection.

PHASE: PUBLICATION & VERIFICATION (v0.1.0 Post-Release)

Ensuring the system is ready for the world through collaborative testing, documentation, and licensing.

DONE 1. Collaborative End-to-End Testing [2026-04-21 Tue]

CLOSED: [2026-04-21 Tue 17:30]

DONE Verified stable foundation at commit `cab0e5a`.

DONE Verified boot sequence and bidirectional connectivity.

DONE 2. Semantic Reorganization & System Stabilization [2026-04-21 Tue]

CLOSED: [2026-04-21 Tue 18:30]

DONE Rename directories: harness/, library/, environment/, infrastructure/.

DONE Consolidate Probabilistic engine into reason.lisp.

DONE Embed bidirectional CLI logic into opencortex.sh.

DONE Stabilize skill engine: 12/12 skills loaded with package jailing.

DONE Cleanup legacy documentation and deployment artifacts.

DONE 2. Comprehensive Documentation <2026-04-14 Tue>

CLOSED: [2026-04-20 Mon 18:00]

DONE Draft `USER_MANUAL.org`: Focus on CLI interaction, installation, and Memex structure.

DONE Draft `CONTRIBUTING.org`: Explain Literate Granularity and Skill creation standards.

DONE 3. License & Legal Finalization <2026-04-14 Tue>

CLOSED: [2026-04-17 Fri 11:25]

DONE Assign the AGPLv3 open-source license.

DONE Implement a broad Contributor License Agreement (CLA) process.

DONE Update `LICENSE` and `CHANGELOG` accordingly.

TODO 4. GitHub Migration & Repository Setup <2026-04-14 Tue>

TODO Migrate primary remote to GitHub and configure canonical repository.

TODO Set repository topics, badges, issue templates, and CI/CD foundations.

TODO 5. Marketing & Social Media Launch <2026-04-14 Tue>

TODO Execute PR plan (Reddit, Hacker News, X/Twitter).

TODO Create a short, high-quality terminal demo GIF/video of the TUI interaction.

PHASE: INTERACTIVE REFINEMENT (v0.2.0 Target)

Elevating the user interface from raw shell piping to a high-fidelity, native Lisp experience. Priority: Self-editing is the foundation of all future growth. Full org-mode manipulation makes the agent a true Emacs citizen.

Roadmap basis: Evolutionary roadmap from README.org. Working backwards from SOTA parity.

DONE 0. Autonomous Self-Editing Foundation

DONE org-skill-lisp-repair (Lisp syntax repair)

  • Deterministic: auto-balance parens via paren-counting
  • Probabilistic: LLM generates surgical fix on :syntax-error events
  • Memory rollback on failure

DONE: Now in org-skill-lisp-utils (merged from contrib)

DONE org-skill-emacs-edit (full org-mode manipulation)

  • Read org buffers, parse AST via org-element
  • Create/update/delete headlines, set properties, manage TODO states
  • Handle id: links and internal links
  • Pure Lisp implementation (no Emacs subprocess)

DONE Expose Structural AST Editing Tools

  • Wrap org-skill-emacs-edit into def-cognitive-tool definitions
  • Force LLM to use semantic node updates instead of regex file I/O

DONE Implement Reflection Loops

  • Feed rejection traces (syntax errors, policy blocks) back to LLM to trigger self-correction

DONE Harden Actuators

  • Fix path-traversal vulnerabilities in file I/O tools (e.g. :write-file)
  • Enforce Merkle-snapshots on all state-modifying actions

DONE Implement tool permission tiers (ask/allow/deny)

  • Per-tool permission plist stored in org-object
  • generate-tool-belt-prompt filters denied tools before LLM sees them
  • Ask-tier prompts user before execution

DONE Implement skill hot-reload (:reload-skill tool)

  • Swap compiled skill files without breaking active sockets
  • Reload skill into jailed package namespace
  • DONE: Added :reload-skill, :read-file, :write-file, :replace-string tools
  • DONE: Fixed ASDF compilation bug (position tracking issue with :serial t)
  • DONE: Added explicit :depends-on declarations to opencortex.asd

DONE Engineering Process Improvements [2026-04-23 Wed]

DONE Fix ASDF compilation bug (position tracking at byte 16834)

  • Root cause: Duplicate proto-get, bt: prefix issues, :serial t position cache
  • Fix: Removed duplicate, fixed bt:->bordeaux-threads, explicit dependencies
  • Added eval-when wrapper for new tools (good Lisp practice)

DONE Add test-first methodology to engineering standards

  • Rule 10: Test-first - design tests before coding, run chaos testing
  • Rule 11: Org as thinking medium - document investigations in prose
  • Rule 12: Engineering decision audit trail - document root cause, tradeoffs
  • Added to opencortex-contrib/skills/org-skill-engineering-standards.org

DONE Perform comprehensive architectural review and evolution strategy [2026-04-27 Mon]

  • Identified hidden gaps: Org-mode round-trip, sandboxing vulnerabilities, and GC scaling.
  • Defined "Structural AST Editing" and "Reflection Loops" as core strategic requirements.
  • Captured findings in opencortex-architectural-evolution.org.

DONE Fix API drift in opencortex-contrib [2026-04-27 Mon]

  • Standardized legacy keywords (:neuro/:symbolic) to new harness standard (:probabilistic/:deterministic).
  • Updated 16 skills in opencortex-contrib for kernel compatibility.

DONE 4. Core Skills Consolidation [2026-04-23 Thu]

  • Merged lisp-validator + lisp-repair → org-skill-lisp-utils.org
  • Added lisp utilities: count-char, deterministic-repair, neural-repair
  • Added validation: structural, syntactic, semantic checks
  • Moved org-skill-self-fix from contrib → core
  • Moved org-skill-engineering-standards from contrib → core
  • Deleted old org-skill-lisp-validator.org

DONE 5. Advanced CLI Onboarding Experience

DONE Implement interactive Lisp CLI wizard (opencortex setup)

DONE Implement opencortex gateway link for Telegram/Signal bot connection [2026-05-02 Sat]

DONE Implement opencortex gateway unlink to disable a gateway [2026-05-02 Sat]

DONE Implement opencortex gateway list to show gateway status [2026-05-02 Sat]

DONE Implement opencortex install <skill> for dynamic skill downloading [2026-05-02 Sat]

DONE Implement opencortex doctor for environment health and API key validation [2026-04-28 Tue]

  • Verified 22/22 skills loading with clean boot.
  • Fixed macro conflicts and package jailing bugs.

DONE Chaos-Driven Bug Fixes (v0.2.0 Pre-Release) [2026-04-28 Tue]

  • Fixed major conflict between Type A and Type B def-cognitive-tool macros.
  • Enforced dynamic-only loading by removing skills from opencortex.asd.
  • Fixed let/let* sequential binding bugs in emacs-edit and self-edit.
  • Standardized cognitive-tools as a centralized hash table.
  • Resolved missing in-package declarations in core skills.

DONE 1. Common Lisp TUI Implementation [2026-04-28 Tue]

DONE Integrate croatoan for native terminal rendering

DONE Implement scrollable history viewport for chat and thought streams

DONE Implement fixed bottom input box with multi-line support and command history

DONE Implement persistent status bar for background workers (Scribe/Gardener)

DONE Support syntax highlighting for Lisp code blocks and Org-mode syntax

DONE 2. Slash Commands & Interactive Control [2026-04-28 Tue]

DONE Implement /help command for system overview

DONE Implement /exit and /clear commands

DONE Implement /skill-load <name> for dynamic hot-reloading

DONE Implement /status, /config, /search, /commit slash commands

DONE 3. Direct Lisp-to-Terminal Actuation [2026-04-28 Tue]

DONE Refactor the :cli actuator to use native TUI rendering

DONE 4. Persistent REPL for Interactive Development [2026-04-30 Thu]

DONE Implement org-skill-repl for persistent Lisp evaluation

  • repl-eval: evaluate code with result+output+error separation
  • repl-inspect: inspect variables and functions
  • repl-list-vars: list bound symbols in package
  • repl-load-file: load files into image
  • Supports REPL-first workflow with literate reflection in org

PHASE: EVENT ORCHESTRATION + HITL (v0.3.0)

Unified control plane: hooks + cron + routing in one skill. Deep project understanding.

TODO 0. Project Renaming (Bouncer → Dispatcher)

TODO Audit all files for component names to rename

TODO Rename org-skill-bouncer.org → org-skill-dispatcher.org

TODO Rename skill-bouncer package → skill-dispatcher

TODO Rename cognitive tool :bouncer → :dispatcher

TODO Update all references in harness, skills, documentation

TODO Update gtd.org and ROADMAP.org terminology

TODO Update DESIGN_DECISIONS.org section if applicable

TODO Verify all tests pass after rename

  • State "TODO" from "" [2026-05-01 Fri 15:40]

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.

TODO 1. Event Orchestrator (unified hooks+cron+routing)

TODO Integrate contrib org-skill-event-orchestrator

  • Merge hook-registry + cron-registry + complexity classifier
  • Hooks via #+HOOK: Org-mode properties
  • Three complexity tiers: :REFLEX (no LLM), :COGNITION (light LLM), :REASONING (full LLM)
  • Hook into heartbeat for cron processing

TODO 2. Context Manager (project scoping)

TODO Integrate contrib org-skill-context-manager

  • Stack-based context with push-context / pop-context
  • Path resolution relative to current context
  • Memory scope: :scope property on org-objects (memex/session/project)
  • Implement lazy-loading proxies for large-scale memory traversal (offload cold nodes to disk)

TODO 3. Model-Tier Routing (cost optimization)

TODO Extend *model-selector-fn for complexity-based routing

  • Heartbeats → smallest model
  • User input → medium model
  • Complex reasoning → large model
  • Source: GBrain sub-agent model routing

TODO 4. Memory Scope Segmentation

TODO Extend org-object with :scope property

  • :memex (permanent knowledge)
  • :session (ephemeral context)
  • :project (scoped to current work)
  • Scope-aware retrieval in memory.lisp

TODO 5. Asynchronous Embedding Gateway

TODO Implement provider-agnostic org-skill-embedding-gateway

  • Support Ollama, llama.cpp, and OpenAI based on .env config
  • Implement lazy-loading: edits mark nodes as :vector :pending
  • Background worker thread batches pending nodes and updates Merkle tree silently

TODO 6. Slash Commands (TUI ergonomics)

TODO M-x style command palette

TODO /- prefix for command mode

TODO Commands defined in Org-mode

PHASE: LONG-HORIZON PLANNING + GIT WORKFLOWS (v0.4.0)

Multi-step task mastery, structured tracking with failure handling and course correction.

TODO 0. Long-Horizon Planning (task tree DAG)

TODO Implement org-skill-long-horizon

  • Decompose complex tasks into Org-mode headline trees
  • Terminal states: :todo → :next-action → :in-progress → :done / :blocked / :stuck
  • Parent summarises child results
  • Branch pruning when paths fail
  • Source: Claude Code ULTRAPLAN (reimplemented in Lisp)

TODO 1. Git Steward (version control integration)

TODO Integrate contrib org-skill-git-steward

  • Status, diff, commit, push, branch operations
  • Policy: commit-before-modify gate (from contrib engineering-standards)
  • Log commits to memory

TODO 2. TDD Runner Integration

TODO Integrate contrib org-skill-tdd-runner

  • Run FiveAM tests on file save
  • Inject :test-failure event on red
  • Hook into self-fix for auto-repair proposals

TODO 3. Deep Emacs Integration

TODO Full org-agenda awareness

  • Navigate, clock time, refile, archive
  • Uses org-element + org-id

PHASE: INTERACTIVE ACTUATION & ENVIRONMENT STEWARDSHIP (v0.5.0)

Interactive terminal sessions and autonomous dependency management.

TODO 0. Interactive PTY Actuator

TODO Stream long-running process output to the context window (e.g., `npm run dev`, REPLs)

TODO Implement async interrupt control (Ctrl+C emulation)

TODO 1. The Environment Steward

TODO Autonomously detect missing dependencies (e.g., "Command not found")

TODO Propose an installation command and retry the failed action

PHASE: CREATOR + ARCHITECT + GTD (v0.6.0)

Agent bootstraps itself: creates skills autonomously, designs projects from PRDs, tracks work.

TODO 0. Skill Creator (autonomous skill generation)

TODO Integrate contrib org-skill-creator

  • LLM drafts complete skill org-file from natural language
  • Mandatory: syntax validation → jail-load → test → register

TODO 1. Architect Agent (PRD → PROTOCOL)

TODO Integrate contrib org-skill-architect

  • Scan :STATUS: FROZEN PRDs
  • Generate Phase B PROTOCOL from Phase A
  • Write to same file

TODO 2. GTD Integration (project tracking)

TODO Integrate contrib org-skill-gtd

  • Full GTD cycle: capture, clarify, organize, reflect, engage
  • org-gtd v4.0 DAG (:TRIGGER:, :BLOCKER:)

TODO 3. Consensus Loop (multi-model agreement)

TODO Integrate contrib org-skill-consensus

  • Run multiple providers for critical decisions
  • Compare results, detect disagreements
  • Confidence scoring

TODO 4. Web Research (Playwright browsing)

TODO Integrate contrib org-skill-playwright + org-skill-web-research

  • Headless Chromium via Python bridge
  • Text extraction and screenshots
  • Gemini Web UI automation

TODO 5. Memex Management (PARA lifecycle)

TODO Integrate contrib org-skill-memex + org-skill-workspace-manager

  • Archive DONE tasks, suggest refiling
  • Detect orphaned nodes
  • PARA/Zettelkasten maintenance

PHASE: VISUAL GROUNDING & MCP BRIDGE (v0.7.0)

Multimodal visual interaction and ecosystem-wide tool compatibility.

TODO 0. Computer Use / Vision

TODO Allow the agent to request host OS or browser screenshots

TODO Analyze UI and issue precise X/Y coordinate click/type commands via an X11/Wayland bridge

TODO 1. MCP Gateway Bridge

TODO Build a Lisp-native client for the Model Context Protocol

TODO Connect OpenCortex to external tools and data sources

PHASE: THE EVALUATION HARNESS (v0.8.0)

Automated benchmarking to mathematically prove the agent's reasoning capabilities.

TODO 0. SWE-Bench Harness

TODO Automated pipeline that clones repositories and feeds GitHub issues

TODO Track multi-step resolution trajectory, run tests, and score success

PHASE: SOTA PARITY (v1.0.0)

Feature-complete agent competitive with commercial agents. All borrowed concepts reimplemented in pure Lisp.

All features from v0.2.0 through v0.8.0 combined, verified, and tested end-to-end.

Area Parity Target
Self-improvement Claude Code self-debug
Planning ULTRAPLAN equivalent
Tool ecosystem 10+ cognitive tools
Context window Semantic search + scope segmentation
Safety 6 Policy invariants + formal verification
Multi-step tasks Task trees with terminal states
Code editing Full file read/write via org manipulation
Memory Vector recall in org-object
Emacs integration Full org-mode control (exceeds Claude Code)
Autonomy 100% local capable (exceeds Claude Code)

PHASE: LISP MACHINE EMERGENCE (v2.0.0)

From Lisp-using agent to true Lisp machine. Agent IS the Emacs process.

TODO Lish: Lisp editor as Org-mode IDE

  • Org-babel for interactive Lisp evaluation
  • Full REPL in TUI
  • No bridge needed — direct memory access

TODO Lish: Shell replacement

  • Lisp-based shell that speaks plists
  • Org-mode buffers as file system
  • No bash dependency

PHASE: NEUROSYMBOLIC MATURITY (v3.0.0)

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

TODO Deterministic planner

  • Planner as pure Lisp function
  • No LLM needed for scheduling
  • Generates task graphs without probabilistic inference

TODO Self-correcting gates

  • Gates learn from false positives (user override patterns)
  • Adaptive threshold adjustment

PHASE: AI STACK INTERNALIZED (v4.0.0)

The agent understands its own weights. No external inference.

TODO Llama.cpp in Lisp

  • FFI binding to llama.cpp
  • No Python subprocess
  • Pure Common Lisp inference

TODO Weights as sexps

  • Neural weights represented as Lisp data structures
  • Homoiconic model introspection

PHASE: TRUE AGENCY (v5.0.0)

World models, temporal reasoning, goal persistence across restarts.

TODO World models

  • Agent builds predictive models of user behavior
  • Project dynamics awareness
  • System state forecasting

TODO Temporal reasoning

  • Scheduling and deadline awareness
  • Elapsed duration tracking
  • Calendar integration

TODO Goal persistence

  • Goals survive restarts
  • Long-term projects tracked in org-objects
  • Cross-session continuity

PHASE: EVOLUTIONARY ROADMAP (Previous — Superseded by Critical Analysis)

Superseded by the critical analysis-informed roadmap above (v0.2.0 through v5.0.0). This section kept for historical reference.

TODO v0.1.0: The Autonomous Foundation (Current Release) — Now COMPLETE

TODO v1.0.0 (Phase 2.5): The Verified Wrapper (SOTA Parity) — Now v1.0.0

TODO v2.0.0 (Phase 3): Cannibalizing the Toolchain — Now v2.0.0

TODO v3.0.0 (Phase 4): True Symbolic Determinism — Now v3.0.0

PHASE: FOUNDATION (Complete)

DONE Draft Swank/Socket communication protocol between CL and Emacs

DONE Implement core Perceive-Think-Act loop in Common Lisp

DONE Implement Persistent Object-Store for Org entities in CL

DONE Implement LLM Connector (Probabilistic Engine) in CL Daemon

DONE Design Deterministic Engine Heuristics (Lisp logic over Memory)

DONE Achieve Phase 3: The Self-Editing Kernel

  • Jailing & Sandboxing implemented
  • Org-Native Skill Standard established
  • Telemetry & Introspection API active

PHASE: THE SOVEREIGN BOUNDARY (Core vs Skills Refactor)

Slim down the opencortex microharness by moving non-essential cognitive functions to hot-reloadable user-space skills.

DONE Extract LLM Provider Routing to a Skill (neuro.lisp)

DONE Extract Vector Embedding Algorithms to a Skill (embedding.lisp)

CLOSED: [2026-04-12 Sun 14:10]

  • Created `org-skill-embedding.org`.
  • Moved logic to `src/embedding-logic.lisp` via tangling.
  • Updated `system-definition.org`.

DONE Extract Sparse Tree Context Pruning Strategies to a Skill (context.lisp)

CLOSED: [2026-04-12 Sun 14:25]

  • Created `org-skill-peripheral-vision.org`.
  • Moved logic to `src/context-logic.lisp` via tangling.
  • Updated `system-definition.org`.

DONE Implement `org-skill-peripheral-vision` (Moving embedding logic out of core)

CLOSED: [2026-04-12 Sun 14:25]

DONE Implement communication protocol Schema Validation (Prevent reader macro injection in communication.lisp)

CLOSED: [2026-04-12 Sun 14:45]

  • Created `org-skill-protocol-validator.org`.
  • Integrated `validate-communication-protocol-schema` into `communication.org`.
  • Added `protocol-validator.lisp` to system definition.

DONE Implement Pluggable communication protocol Integrity Hashing (Core interface, Skill-based algorithms)

CLOSED: [2026-04-12 Sun 15:15]

  • Integrated HMAC-SHA256 (`ironclad:make-mac`) in `literate/communication.org`.

DONE Implement Native Lisp Merkle-Tree Versioning (Short-term undo buffer in memory.lisp)

CLOSED: [2026-04-12 Sun 19:15]

DONE Performance: Implement Copy-on-Write (CoW) or Persistent Data Structures for Memory

CLOSED: [2026-04-12 Sun 19:15]

DONE Feature: Implement Latent Reflection (Proactive Gardening) using heartbeat idle cycles

CLOSED: [2026-04-12 Sun 19:15]

DONE Simplification: Refactor Cognitive Cycle into a Unified Reactive Signal Pipeline

CLOSED: [2026-04-12 Sun 19:15]

DONE Resilience: Implement Micro-Rollbacks for the Immune System

CLOSED: [2026-04-12 Sun 19:15]

DONE Implement `org-skill-memory-archivist` (Long-term IPFS checkpointing and P2P sync)

CLOSED: [2026-04-12 Sun 19:15]

DONE Implement True Lisp Sandboxing (eval-safe mechanism in core and policy in skills)

CLOSED: [2026-04-12 Sun 19:15]

DONE Decouple Vendor Logic from Probabilistic Engine (Move Google/Anthropic/OpenAI to Skills)

CLOSED: [2026-04-12 Sun 19:15]

DONE Component IV: Comprehensive Core Skill Audit (Review all 39 skills)

CLOSED: [2026-04-12 Sun 19:45]

DONE Consolidation I: Unified LLM Gateway (Anthropic, Gemini, Groq, OpenAI, etc.)

DONE Consolidation II: Credentials Vault (Secure Enclave & Masked Logging)

DONE Consolidation III: Homoiconic Memory (Unified Grammar, Bridge, & ID Generation)

DONE Consolidation IV: State Persistence Layer (Unified Local & IPFS Checkpointing)

DONE Consolidation V: Event Orchestrator (Unified Cron, Hooks, & Cognitive Routing)

DONE Consolidation VI: Task Orchestrator (Task Integrity, Delegation, & Consensus)

CLOSED: [2026-04-11 Sat 13:45]

  • Implemented Parallel Multi-Backend Consensus in neuro.lisp.
  • Implemented Task Integrity (GTD semantics) in symbolic.lisp.
  • Integrated Consensus Gate and Delegation hooks in core.lisp.
  • Verified with new task-orchestrator-tests.lisp.

DONE Implement Unified Envelope Architecture & Channel-Awareness

CLOSED: [2026-04-20 Mon 13:20]

  • Removed specialized :CHAT type; reverted to semantic :REQUEST/:EVENT protocol.
  • Decoupled routing metadata into a :META envelope (SOURCE, SESSION-ID).
  • Updated TUI, Emacs, and CLI gateways to use the unified protocol.
  • Verified end-to-end loop with TUI; kernel correctly routes responses back to origin interface.
  • Achieved "Equality of Clients" mandate.

DONE Full review of opencortex's harness

CLOSED: [2026-05-01 Fri 12:46]

  • Audit terminology: Replaced OACP with "communication protocol" workspace-wide.
  • Audit boot sequence: Synchronized loader with `org-skill-policy.org`.
  • Implement Unified Envelope (Channel-Aware Routing).

  • Audit core Perceive-Think-Act loop.

    • Verified protocol framing and reader jailing (`*read-eval* nil`).
    • Refactored `loop.org` for literate granularity and configuration externalization.
    • Improved error handling (restricted rollback) and added graceful shutdown.
    • FIXED: Implemented symbolic guard check in `act-gate` via Dispatcher skill refactoring.
    • FIXED: Harness `deterministic-verify` now correctly respects skill triggers.
    • FIXED: Resolved TUI crash by removing `–non-interactive` from `opencortex.sh` and adding defensive coordinate handling.
    • VERIFIED: Confirmed bidirectional TUI communication and signed off v0.2.0.
  • Ensure alignment with System Policy and Engineering Standards.
  • Restored structural integrity by fixing `manifest.org` loading sequence.

TODO Wake up the Scribe (Implement autonomous weekly Journal-to-Ledger distillation in org-skill-scribe.org)

TODO Implement `org-skill-lisp-repair` (Self-correcting syntax gate for Deterministic Engine)

CLOSED: [2026-04-11 Sat 15:10]

  • Implemented asynchronous, event-driven repair logic.
  • Decoupled core from repair logic (emits `:syntax-error` event).
  • Proven via lisp-repair-tests.lisp (Asynchronous flow verified).

DONE Implement `org-skill-formal-verification` (Prove safety of high-impact actions)

CLOSED: [2026-04-11 Sat 18:15]

  • Implemented `org-skill-formal-verification.org`.
  • Created Lisp-Native Symbolic Prover for security invariants.
  • Implemented `path-confinement` invariant (restricted to memex root).
  • Implemented `no-network-exfil` invariant (blocking nc, ssh, etc).
  • Verified with `formal-verification-tests.lisp`.

PHASE: DETERMINISTIC ENGINE REFINEMENT

DONE Verify Autonomous Self-Fix Loop

CLOSED: [2026-04-11 Sat 14:20]

  • Proven repair capability via self-fix-tests.lisp.
  • Verified surgical code patching and hot-reloading.
  • Documentation and RCA complete.

DONE Implement "Planning Mode" (Deterministic Engine Dispatcher) for Complex Actions

CLOSED: [2026-04-11 Sat 15:30]

  • Implemented `dispatcher-check` interceptor in `symbolic.lisp`.
  • Created `org-skill-dispatcher.org` for flight plan serialization.
  • Verified asynchronous Org-native approval loop via `dispatcher-tests.lisp`.

DONE Implement Authorization Gate (communication protocol) for "Planning Mode"

CLOSED: [2026-04-11 Sat 15:30]

  • Integrated with Org-mode state transitions (`PLAN` -> `APPROVED`).
  • Leveraged Memory event bus for asynchronous re-injection.

DONE Refactor Architecture Terminology (Associative -> Probabilistic, Deliberate -> Deterministic)

CLOSED: [2026-04-12 Sun 21:00]

  • Updated codebase-wide terminology to use Probabilistic/Deterministic Engines.
  • Replaced System 1/2 with Probabilistic/Deterministic Engines respectively.

DONE Refactor org-skill-policy.org: Concrete Invariants, Conflict Hierarchy, and Auditable Gate

CLOSED: [2026-04-22 Wed 11:50]

  • Added explicit Override Hierarchy (Transparency > Autonomy > Bloat > Mentorship > Sustainability).
  • Implemented `policy-check-transparency`: blocks user-facing actions without :explanation.
  • Implemented `policy-check-autonomy`: flags proprietary domain references as autonomy debt.
  • Implemented `policy-check-bloat`: warns on :create-skill actions exceeding size threshold.
  • Implemented `policy-check-mentorship`: blocks high-impact actions missing :mentorship-note.
  • Implemented `policy-check-sustainability`: logs cloud-provider usage as sustainability debt.
  • Implemented `policy-explain`: formats auditable rationale for every policy decision.
  • Implemented `policy-find-engineering-standards-gate`: robust cross-package search for standards skill.
  • Hardened `policy-deterministic-gate`: never returns NIL silently; always returns action or auditable log.
  • Raised skill priority from 100 to 500 to ensure it runs before other deterministic gates.

DONE Add Invariant 6 (Modularity) and Harness Boundary Contract to Policy/Manifest

CLOSED: [2026-04-22 Wed 12:10]

  • Added Modularity as Invariant 6 in `org-skill-policy.org`: general life principle that complexity must live at the edges.
  • Implemented `policy-check-modularity`: blocks modifications to protected core paths unless `:modularity-justification` is provided.
  • Defined `*modularity-protected-paths*` as project-configurable variable (defaults: harness/, opencortex.asd).
  • Updated Override Hierarchy to include Modularity between Bloat and Mentorship.
  • Added Harness Boundary Contract section to `harness/manifest.org` documenting primary boundary files and generated artifacts.
  • Converted checkbox sub-tasks to hierarchical TODO headlines per GTD standard.

DONE Implement `org-skill-lisp-validator` (3-phase deterministic validation gate)

CLOSED: [2026-04-22 Wed 12:30]

  • Created 3-phase validation pipeline: Structural (O(n) paren scanner), Syntactic (reader with read-eval nil), Semantic (whitelist AST walk).
  • Implemented `lisp-validator-validate` returning structured plists for machine parsing.
  • Exposed `:validate-lisp` cognitive tool for Probabilistic Engine self-correction.
  • Replaced `validate-lisp-syntax` in `harness/skills.org` with delegation to the validator.
  • Added mandatory validation rule to Probabilistic Engine system prompt in `harness/reason.org`.
  • Fixed paren balance and `return-from` compilation errors in org source; tangled and validated in SBCL.

DONE Fix Skill Loader to Respect `:tangle` Blocks and Eliminate Circular Dependency

CLOSED: [2026-04-22 Wed 12:45]

  • Updated `load-skill-from-org` in `harness/skills.org` to only collect blocks with `:tangle` directives pointing to runtime `.lisp` files, excluding `tests/` and `test/` paths.
  • Added fallback to `validate-lisp-syntax` so it uses a basic reader check when `lisp-validator-validate` is not yet loaded (breaks circular harness->skill dependency).
  • Verified full boot: 13/13 skills loaded successfully into SBCL, including `skill-lisp-validator` at priority 900 and `skill-policy` at priority 500.

TRACK: SECURITY & CONTAINMENT (The 5-Vector Dispatcher Matrix)

DONE Implement Path-Based Scoping for File Writes (DNA/State vs Work)

CLOSED: [2026-04-12 Sun 15:15]

  • Implemented as `path-confinement` invariant in `org-skill-formal-verification.org`.

DONE Implement Network Exfiltration Gate (Intercept generic HTTP requests)

CLOSED: [2026-04-12 Sun 15:15]

  • Implemented as `no-network-exfil` invariant in `org-skill-formal-verification.org`.

TODO Implement Secret Exposure Gate (Intercept reads to .env, keys)

TRACK: INTELLIGENCE & ACTUATION (The Engines)

DONE Verify individual provider track (Anthropic, Gemini, Groq, OpenAI, OpenRouter, Ollama)

CLOSED: [2026-04-11 Sat 15:45]

  • Added unit tests for each provider in `llm-gateway-tests.lisp`.
  • Mocked `dex:post` to verify JSON payload formatting and response parsing.
  • Implemented robust `get-nested` helper to handle various provider structures.
  • Integrated `llm-gateway` and `credentials-vault` into `opencortex.asd`.

TODO Verify org-skill-shell-actuator formal safety harnesses

DONE Build Playwright-Python Bridge for high-fidelity browsing

CLOSED: [2026-04-11 Sat 18:30]

  • Created `scripts/browser-bridge.py` (Playwright wrapper).
  • Implemented `org-skill-playwright.org`.
  • Registered `:browser` cognitive tool (JS-rendering, text extraction, screenshots).
  • Updated `Dockerfile` with Python/Playwright dependencies.
  • Verified with `playwright-tests.lisp`.

TRACK: COMMUNICATION & INTERFACES

DONE Implement org-skill-gateway-telegram

CLOSED: [2026-04-11 Sat 16:15]

  • Implemented `org-skill-gateway-telegram.org`.
  • Added automated background polling for Telegram GetUpdates.
  • Implemented `:telegram` actuator for outbound responses.
  • Refactored `org-skill-chat` to be channel-aware.
  • Verified with `gateway-telegram-tests.lisp`.

DONE Implement org-skill-gateway-signal

CLOSED: [2026-04-11 Sat 16:50]

  • Implemented `org-skill-gateway-signal.org` (signal-cli wrapper).
  • Added background polling for `signal-cli receive –json`.
  • Implemented `:signal` actuator for outbound responses.
  • Updated `org-skill-chat` to support Signal channel.
  • Verified with `gateway-signal-tests.lisp`.

DONE Implement org-skill-gateway-matrix

CLOSED: [2026-04-11 Sat 17:15]

  • Implemented `org-skill-gateway-matrix.org` (Client-Server API).
  • Added background polling for `/sync` with token persistence.
  • Implemented `:matrix` actuator for `m.room.message` delivery.
  • Updated `org-skill-chat` to support Matrix channel and room IDs.
  • Verified with `gateway-matrix-tests.lisp`.

TRACK: DEPLOYMENT & INFRASTRUCTURE

DONE Create Dockerfile and docker-compose.yml for containerized setup

CLOSED: [2026-04-11 Sat 17:30]

  • Created `Dockerfile` (Debian-based, SBCL + Quicklisp + signal-cli).
  • Created `docker-compose.yml` with host-volume mapping for memex.
  • Created `docs/deployment.org` guide.

TODO Create Bare Metal installation scripts/playbooks

TODO Create LXC (Linux Containers) template/guide

TODO Create VM Vagrantfiles/Cloud-init configs

TRACK: MAINTENANCE & HYGIENE

TODO [RECURRING: Monthly] Review and test Infrastructure Dependency Upgrades

TODO Check for new Debian security patches (`apt-get update` check)

TODO Check for new `signal-cli` releases (compare vs v0.14.0)

TODO Check for new Quicklisp distribution (monthly snapshot)

TODO Verification: Update `Dockerfile`, run `docker-compose build –no-cache`, and execute full test suite

TODO If all tests pass, commit updated `Dockerfile` and `.asd` dependencies

TRACK: COMMUNITY & DOCS

TODO Write Quickstart Guide

TODO Write Skill Creation Guide

TODO Write Architecture Deep-Dive

TODO Clean up GitHub repository structure and add CI/CD

TODO Create Marketing Material (Landing page copy, diagrams)

TODO Draft Release Plan checklist

SUB-PROJECT: THE BOOT SEQUENCE (skills.lisp)

DONE Refactor `skills.lisp` into a Micro-Loader (Harness)

CLOSED: [2026-04-12 Sun 19:10]

DONE Implement Topological Sort based on `#+DEPENDS_ON:` tags

CLOSED: [2026-04-12 Sun 15:15]

  • Implemented in `literate/skills.org`.

DONE Enforce `org-skill-system-invariants` as the mandatory Gateway Skill (Loaded first)

CLOSED: [2026-04-12 Sun 15:15>

  • Enforced in `initialize-all-skills` in `literate/skills.org`.

DONE Formalize the "Minimal Boot Set" (Router, Vision, Steward, Actuator)

CLOSED: [2026-04-12 Sun 19:10>

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