Submatter/plans/Plan-automation-foundation/Plan-automation-foundation.md

---
kind: plan
slug: automation-foundation
title: Automation foundation — mission control, model routing, orchestrator path
status: ready
priority: P1
tenant_id: global
cursor_plan_id: null
updated_at: "2026-08-25"
agent_prompt: |
  You are implementing Echodo's automation foundation. Read docs/adr-model-routing.md
  before touching model routing code. This repo uses pnpm, Drizzle, tRPC, zod in
  packages/shared, and multitenancy via workspace_id on every tenant table.

  Dogfooding (required for every task in this plan):
  1. At session start: call MCP claim_task with this task's backlogItemId (import
     plans/ if the row is missing).
  2. At session end: call MCP complete_task with outcome, tokensTotal, and
     modelAlias/modelTier when you used a routed model.
  3. Stay within the task's acceptance criteria; do not widen scope.
  4. Run pnpm lint && pnpm type-check && pnpm test before declaring done.

  Stack: Next.js App Router, packages/database for schema, apps/web for UI.
  Never store API keys in committed files or DB — only api_key_env_var names.
---

# Plan overview

Echodo / **Submatter** is evolving from a multitenant task app with MCP coordination into an **owner cockpit** for agent-built personal projects: fleet home, roadmap + Start, mission-control gates, first-party worker (leave Cursor for convoy builds), forge PRs, completion summaries/demos, and ops copilot.

Epics **1–6 shipped**. Epic **7 in progress** (tool loop + checkpoints in code; draft PR + live E2E verify still open). Epics **8–9** (webhooks, fleet) and **10–12** (plans UI, completion artifacts, ops copilot) carry the full owner vision. Autensa/Builderz-style ideas are benchmarks only — no OpenClaw dependency.

## 2026-08-25 pivot — open self-hosted "Second Brain OS" (decision: `docs/decisions/2026-08-25-second-brain-os-pivot.md`)

After deep dive vs Grok Bot ($300/mo Heavy, no standalone) / OpenBot (AG-UI) / OpenClaw 347k stars / CrewAI 57k / LangChain 97k+ and two real-life walkthroughs (solo Maya `Clarity` offline notes, Studio North `RouteMap`), the plan pivots:

*   **Run for self** (homelab dogfood) + **publish as open MIT self-hosted Obsidian for crews** — `docker compose -f docker/docker-compose.yml up`, BYO LLMs (`qwen-coder` `11434` / `qwen-coder-mlx` `8000` / NIM `https://integrate.api.nvidia.com/v1` / LiteLLM), any harness via `AG-UI`/`MCP`. **Do not** clone LangChain/CrewAI; be the gated control plane they lack (`No native policy gate`).
*   **Harness-agnostic execution:** `WorkerAdapter` `packages/shared/src/worker/executor.ts` dispatches `minimal | crewai | langgraph | remote-ag-ui` per `role_harness_routes` (mirror `model_providers` `docs/adr-model-routing.md:78`). `handleOrchestratorJob` `apps/worker/src/handle-job.ts:40` stops hard-calling `MinimalSession` `apps/worker/src/session/minimal-session.ts:87`; job spec `packages/shared/src/orchestrator/job.ts` adds `harnessAlias`.
*   **Web-first:** almost everything from `echodo.stillwell.cloud` — `Fleet` rollup + `Plans` tree CRUD for `plans/` (`backlog.createPlan/createEpic/createTask` → writes `.md` → `sync.ts`), `CreateConvoyDialog` `apps/web/components/mission-control/create-convoy-dialog.tsx` → `convoys.create` `apps/web/server/routers/convoys.ts:173`, gates `gateAction` `convoys.ts:237` + `gateCopilot` `convoys.ts:267`. MCP `create-backlog-item` is shortcut for natural "OpenCode, add Epic with 3 tasks".
*   **Non-code ready:** worktree optional (`docs/SOPs` write straight to `docs/` no branch `apps/worker/src/git/worktree.ts:1`), `allowlist.ts` per-harness, `doc_review→published` alongside `pr_review→merged` `packages/shared/src/convoy-lifecycle/state-machine.ts`, templates `Settings → Templates` for book/course/research.
*   **Monetize only if signal:** `>1k stars or 50 self-hosters or 3 managed fleet inquiries` in 30 days post-publish; else keep homelab.

### v0.1 for second brain (next 2 weeks) — second-brain-first order

1.  MCP `create-backlog-item` (0.5d) — agents can author `Task-*.md` naturally
2.  Optional worktree + per-harness allowlist (1d) — unlocks book/SOPs/research
3.  Harness registry + `WorkerAdapter` (2-3d) — `harness_providers` table + `Settings → Harnesses` + `AG-UI /api/ag-ui/[workspace]` + `testHarness`
4.  Plans tree (1w) — `apps/web/app/(app)/[workspaceSlug]/plans/page.tsx` `Epic 10` (`Task-plans-roadmap-page` + `Task-trpc-backlog-tree` + `Task-start-convoy-from-task`)
5.  Fleet rollup (3-4d) — `/fleet` `Epic 9` (`Task-fleet-rollup-dashboard` + SSE) reusing `ConvoyKanban`

### Owner vision phases (pre-pivot, kept for traceability)

| Phase | Goal | Epics |
|-------|------|-------|
| **A** Engine without Cursor | Go → worker → PR → gates | 7 → 8 (+ draft PR, live E2E) |
| **B** Fleet attention home | All projects, needs-you, activity | 9 |
| **C** Roadmap + Start | Plans tree, Start → convoy | 10 |
| **D** Owner review | Summaries, screenshots/demos | 11 |
| **E** Ops chat | Status / triage / draft work | 12 |

### A1 status check (2026-08-12)

| Claim | Reality in repo |
|-------|-----------------|
| Worker tool loop exists | Yes — `apps/worker` dequeue, session, worktree, claim/complete |
| Checkpoints | Yes — task done, `worker_checkpoints` path documented |
| Live Go → unattended job on your deploy | **Operator-verify** — [Task-worker-live-e2e-dogfood](./Epic-apps-worker-v1/Task-worker-live-e2e-dogfood.md) |
| Draft PR from worker | **Missing** — no forge PR call in worker; [Task-worker-draft-pr](./Epic-apps-worker-v1/Task-worker-draft-pr.md) |
| Minimal-tool-loop marked `done` | Code landed; several AC checkboxes in the task file still unchecked — treat live E2E + draft PR as the real close-out |

**If you “finished A1”** meaning services run and a job completed: mark criteria on the live E2E task and keep going. **If you only shipped code:** run the live E2E checklist before calling Phase A done.

## Dogfooding the agent pipeline

**Yes — this plan is designed to dogfood the agent-pipeline end to end.**

| Pipeline artifact | How we use it |
|-------------------|---------------|
| L2 roles | Implementation runs as `role-implementer` per task brief (or ad hoc with implementer rules) |
| `claim_task` / `complete_task` | Every task session claims and completes via Echodo MCP |
| `agent_prompt` (plan → epic → task) | First-message context for agents; inheritance from this frontmatter |
| `docs/adr-model-routing.md` | Architect contract — agents read before coding |
| `.convoys/model-routing-registry.md` | **Created at kickoff** via `role-conductor` — tracks IA/UX/architecture for the initiative (not stored under `plans/`) |
| `model_policy` in convoy | Dogfoods alias-based routing (Claude planning, Qwen local) once registry exists |
| `scripts/log-convoy-event.sh` | Log each role completion to `.convoys/.metrics.jsonl` when L3 convoy scaffolding is present |

**Kickoff ritual (human + conductor):**

1. Prompt: *"Start a new convoy: Implement workspace-scoped model provider registry and role routing per docs/adr-model-routing.md. Success = operators can configure Anthropic + Ollama aliases and assign them to pipeline roles from Settings."*
2. Conductor writes `.convoys/model-routing-registry.md` with `classification: server-only` (skip ia, ux, design, a11y).
3. Architect decomposes into briefs that **map 1:1 to tasks in `Epic-model-provider-registry`** (below).
4. Each implementer session: `claim_task` on the matching `Task-*.md` → implement → `complete_task`.

## Getting started (operator checklist)

Do these **before or in parallel with** Epic 1 implementation. Nothing here blocks writing code; some items unblock dogfooding and `testProvider` against real endpoints.

### A. Repo and backlog (one time)

- [ ] `pnpm install` at repo root
- [ ] `.env` from `.env.example` — `DATABASE_URL`, `REDIS_URL`, `NEXTAUTH_*` at minimum
- [ ] `pnpm db:migrate` if schema is behind
- [ ] `pnpm --filter @tasks/database import:markdown-backlog` — loads `plans/Plan-automation-foundation/**` into DB for `claim_task`
- [ ] Confirm Echodo MCP in `.cursor/mcp.json` works (restart Cursor after MCP changes)

### B. Local inference on Mac (pick one or both)

See ADR § **Local MLX on Apple Silicon** and **Local Ollama**.

| Goal | Action |
|------|--------|
| Simplest local coder | Install [Ollama](https://ollama.com), `ollama pull qwen2.5-coder:32b`, listen on LAN if Coolify must reach Mac |
| Best Apple Silicon perf / MLX models | `pip install mlx-openai-server` (preferred if you expect **parallel implementers**), launch with `--host 0.0.0.0` |
| Quick MLX smoke test | `pip install mlx-lm` → `mlx_lm.server --model mlx-community/...` on port 8080 |

Note your Mac LAN IP and port for registry aliases later (`http://<ip>:8000/v1` or `:11434/v1`).

### C. Cloud / free-tier aliases (optional until Epic 1 UI exists)

Configure env vars on the machine that runs `apps/web` / worker (Coolify or local):

- `ANTHROPIC_API_KEY` — planning roles (or use NIM/Gemini free tier per ADR references)
- `GOOGLE_GENERATIVE_AI_API_KEY`, `NVIDIA_API_KEY` — optional free-tier planning/gates

Until Settings UI ships, `OPENAI_BASE_URL` + `OPENAI_API_KEY` still power the existing chat route.

### D. Agent-pipeline convoy (when you start building)

- [ ] Run **role-conductor** (Cursor): convoy for model registry per kickoff ritual above → `.convoys/model-routing-registry.md`
- [ ] **role-architect** → briefs map to Epic 1 tasks
- [ ] Epic 2 (optional parallel): install `.convoys/` scaffolding + `log-convoy-event.sh`

### E. First implementation task

Start with **`Task-shared-schemas-resolve-model`** — no DB migration, pure `packages/shared` + tests. Then migration, tRPC, UI.

### F. Not needed yet

- Forgejo / connected repos (Epic 3)
- Orchestrator or worker (Epics 6–7)
- LiteLLM (optional gateway later)
- Symphony

## Objectives and success criteria — updated 2026-08-25 for second brain OS

**Original (Epic 1) still holds + new for pivot:**

- Workspace admins can CRUD model provider aliases (Anthropic, OpenAI, Google, OpenAI-compatible for Ollama/NIM/LiteLLM) — `docs/adr-model-routing.md`, Epic 1 `done`.
- Workspace admins can map any `role_id` (nine L2 defaults + custom) to a provider alias — `role_model_routes`.
- **New:** Workspace admins can CRUD **harness providers** (`minimal | crewai | langgraph | remote-ag-ui`) and map `role_id → harness_alias` (mirror of model routing, `harness_providers` + `role_harness_routes`, write-only `auth_env_var`).
- `resolveModel()` + `resolveHarnessForRole()` implement ADR resolution order (brief → convoy → workspace → template).
- Settings UI: Providers + Role routing + **Harnesses** pages with connection test (`testProvider` + `testHarness`).
- `agent_runs` + `convoy_events` + `worker_checkpoints` record `harness_alias`, `model_alias`, `provider_type`, `model_id`, `model_tier` on completion.
- **Web-first:** `Fleet` shows gates/PRs across workspaces, `Plans` tree shows `plans/Plan-*/Epic-*/Task-*.md` without dumping vault into context (`Plan-automation-foundation.md:222`), `Start → Convoy` without CLI.
- **Non-code:** `docs/` second-brain + book/course/research pipelines runnable as `doc_review→published` without git worktree; `allowlist` per-harness; personal tasks `status:ready` pillable by any agent via `claim_task`.
- Dogfooded end-to-end via `claim_task → complete_task` with harness+model fields.
- Documented in ADRs (`adr-model-routing.md` + new `adr-harness-routing.md` / this decision log); `.env.example` updated.

## Scope and boundaries

**In scope (full plan)**

- Twelve epics — see [Epic roadmap](#epic-roadmap-complete) below (engine + owner cockpit).
- Epics 1–6 **done**; Epic 7 **in progress**; Epics 8–12 **draft/ready** with bead-scale tasks.
- [Autensa benchmark](#autensa-benchmark-2026-08) follow-ons remain mapped under 1, 3, 5–9.
- ADR at `docs/adr-model-routing.md`.

**Out of scope (separate future plans)**

- Agent-pipeline Phase 2b deliverable templates.
- Agent-pipeline Phase 4 drift/rollup workers (replace GHA cron).
- LiteLLM deployment guide (operators use OpenAI-compatible alias).
- Symphony adoption.
- Autensa research → swipe ideation.

## Cross-team collaborators

| Name / group | Role |
|--------------|------|
| Solo operator | Product, implement, dogfood pipeline |

## Epic roadmap (updated 2026-08-25 — second brain OS)

**Current focus (v0.1, per pivot):** `MCP create-backlog-item (0.5d)` → **make worker non-code** `optional worktree + per-harness allowlist (1d)` → **harness-agnostic** `harness registry + WorkerAdapter (2-3d)` → **Plans tree** `Epic 10 (1w)` → **Fleet rollup** `Epic 9 (3-4d)` → then close `Epic 7 draft PR + live E2E` and `Epic 8 webhooks`. Follow-ons on done epics can run in parallel when they do not block the critical path.

**Legacy order (pre-pivot, kept for history):** close Epic 7 (draft PR + live E2E), then Epic 8 → 9 → 10 → 11 → 12.

```mermaid
flowchart LR
  E1[1 Model registry]
  E2[2 Convoy scaffolding]
  E3[3 Connected repos]
  E4[4 Convoy lifecycle MCP]
  E5[5 Gates UI]
  E6[6 Orchestrator]
  E7[7 Worker v1]
  E8[8 Forge webhooks]
  E9[9 Fleet dashboard]
  E10[10 Plans roadmap UI]
  E11[11 Completion artifacts]
  E12[12 Ops copilot]

  E1 --> E6
  E1 --> E7
  E2 --> E4
  E3 --> E6
  E4 --> E5
  E4 --> E6
  E5 --> E6
  E6 --> E7
  E7 --> E8
  E5 --> E9
  E4 --> E9
  E4 --> E10
  E5 --> E10
  E8 --> E11
  E9 --> E12
  E10 --> E12
```

| # | Epic | Status | Delivers | Depends on |
|---|------|--------|----------|------------|
| 1 | [Model provider registry](./Epic-model-provider-registry/Epic-model-provider-registry.md) | done (+1 follow-on) | `resolveModel()`, Settings AI; cost caps task | — |
| 2 | [Pipeline convoy scaffolding](./Epic-pipeline-convoy-scaffolding/Epic-pipeline-convoy-scaffolding.md) | done | `.convoys/`, metrics, planning rule | — |
| 3 | [Connected repos](./Epic-connected-repos/Epic-connected-repos.md) | done (+1 follow-on) | `repo_links`, forge adapters; preflight | — |
| 4 | [Convoy lifecycle MCP](./Epic-convoy-lifecycle-mcp/Epic-convoy-lifecycle-mcp.md) | done | create/transition/events | 2, 3 |
| 5 | [Mission control gates UI](./Epic-mission-control-gates-ui/Epic-mission-control-gates-ui.md) | done (+2 follow-ons) | Kanban, gates, co-pilot; DAG, tiers | 4 |
| 6 | [Orchestrator](./Epic-apps-orchestrator/Epic-apps-orchestrator.md) | done (+1 follow-on) | Redis dispatch; auto-nudge | 1, 3, 4 |
| 7 | [Worker v1](./Epic-apps-worker-v1/Epic-apps-worker-v1.md) | **in progress → v0.1: add optional worktree + per-harness allowlist + draft PR** | Loop, checkpoints, **draft PR**, **live E2E**, notes; `doc_review→published` | 1, 3, 6 |
| 7b | **Harness-agnostic** (new) | **planned (v0.1)** | `harness_providers` + `role_harness_routes`, `WorkerAdapter(minimal|crewai|langgraph|remote-ag-ui)`, `AG-UI /api/ag-ui`, MCP `create-backlog-item` | 1, 6, 7 |
| 8 | [Forge webhooks](./Epic-forge-webhooks/Epic-forge-webhooks.md) | draft (post-v0.1) | Webhooks + PR checks recovery | 3, 4, 7 |
| 9 | [Fleet dashboard](./Epic-fleet-dashboard/Epic-fleet-dashboard.md) | **draft → next after harnesses (v0.1)** | Cross-repo home + SSE feed (`/fleet`) | 4, 5 |
| 10 | [Plans roadmap UI](./Epic-plans-roadmap-ui/Epic-plans-roadmap-ui.md) | **draft → next after harnesses (v0.1)** | Tree, status, Start → convoy (web `plans/` CRUD) | 4, 5 |
| 11 | [Owner completion artifacts](./Epic-owner-completion-artifacts/Epic-owner-completion-artifacts.md) | draft | Summaries, gallery, screenshots | 7, 8 |
| 12 | [Ops copilot](./Epic-ops-copilot/Epic-ops-copilot.md) | draft | Project-aware status chat | 9, 10 |

### Overlap with existing plans

| Existing artifact | How this roadmap relates |
|-------------------|-------------------------|
| [Plan-agent-coordination](../Plan-agent-coordination/Plan-agent-coordination.md) | Epics 1 (logging) and 4–7 **extend** it; `claim_task` / `complete_task` stay canonical |
| [Epic-optional-orchestrator](../Plan-agent-coordination/Epic-optional-orchestrator/Epic-optional-orchestrator.md) | **Superseded in intent** by Epic 6 here — richer spec, Echodo-native, no Symphony dependency |
| Agent-pipeline v0.4 Phase 2a | Epic 4 implements the MCP tools described there |
| Agent-pipeline v0.4 Phase 4 workers | Out of scope until Epic 8+; drift/rollup is a future Plan, not this roadmap |

### End-state (what “done” looks like for the full plan)

Owner opens **fleet** → sees gates/PRs/releases across projects → opens a repo **Plans** roadmap → **Start** a ready task → Mission Control convoy → **Go** → worker (local or server models) builds without Cursor → draft PR → approve gates → **completion summary + screenshots/demos** → ask **ops copilot** what needs attention. `plans/` stays git SoT; DB + UI are how owners and agents query without dumping whole trees into context.

### Autensa benchmark (2026-08)

Studied [crshdn/mission-control](https://github.com/crshdn/mission-control) (Autensa) as a UX/reliability benchmark — **not** as a runtime dependency. Ideas mapped to tasks:

| Autensa concept | Echodo task | Epic |
|-----------------|-------------|------|
| Checkpoint & crash recovery | [Task-worker-checkpoint-resume](./Epic-apps-worker-v1/Task-worker-checkpoint-resume.md) | 7 |
| Operator chat mid-build | [Task-worker-operator-notes](./Epic-apps-worker-v1/Task-worker-operator-notes.md) | 7 |
| Agent health / auto-nudge | [Task-orchestrator-auto-nudge](./Epic-apps-orchestrator/Task-orchestrator-auto-nudge.md) | 6 |
| Repo setup preflight | [Task-repo-setup-preflight](./Epic-connected-repos/Task-repo-setup-preflight.md) | 3 |
| PR checks recovery | [Task-pr-checks-recovery-panel](./Epic-forge-webhooks/Task-pr-checks-recovery-panel.md) | 8 |
| Convoy DAG visualization | [Task-convoy-dag-visualization](./Epic-mission-control-gates-ui/Task-convoy-dag-visualization.md) | 5 |
| Automation tiers | [Task-automation-tiers](./Epic-mission-control-gates-ui/Task-automation-tiers.md) | 5 |
| Cost tracking & budget caps | [Task-cost-budget-ui-and-caps](./Epic-model-provider-registry/Task-cost-budget-ui-and-caps.md) | 1 |
| Live activity feed (SSE) | [Task-convoy-activity-feed-sse](./Epic-fleet-dashboard/Task-convoy-activity-feed-sse.md) | 9 |
| Fleet rollup | [Task-fleet-rollup-dashboard](./Epic-fleet-dashboard/Task-fleet-rollup-dashboard.md) | 9 |

**Explicitly not adopted:** OpenClaw Gateway, autopilot research/ideation/swipe, preference learning, agent skills learner, SQLite single-tenant model.

## Epics (links)

| Epic | Link |
|------|------|
| 1 Model provider registry | `./Epic-model-provider-registry/Epic-model-provider-registry.md` |
| 2 Pipeline convoy scaffolding | `./Epic-pipeline-convoy-scaffolding/Epic-pipeline-convoy-scaffolding.md` |
| 3 Connected repos | `./Epic-connected-repos/Epic-connected-repos.md` |
| 4 Convoy lifecycle MCP | `./Epic-convoy-lifecycle-mcp/Epic-convoy-lifecycle-mcp.md` |
| 5 Mission control gates UI | `./Epic-mission-control-gates-ui/Epic-mission-control-gates-ui.md` |
| 6 Orchestrator | `./Epic-apps-orchestrator/Epic-apps-orchestrator.md` |
| 7 Worker v1 | `./Epic-apps-worker-v1/Epic-apps-worker-v1.md` |
| 8 Forge webhooks | `./Epic-forge-webhooks/Epic-forge-webhooks.md` |
| 9 Fleet dashboard | `./Epic-fleet-dashboard/Epic-fleet-dashboard.md` |
| 10 Plans roadmap UI | `./Epic-plans-roadmap-ui/Epic-plans-roadmap-ui.md` |
| 11 Owner completion artifacts | `./Epic-owner-completion-artifacts/Epic-owner-completion-artifacts.md` |
| 12 Ops copilot | `./Epic-ops-copilot/Epic-ops-copilot.md` |

## Metrics and milestones — updated 2026-08-25

| Milestone | Epic | Metric |
|-----------|------|--------|
| M0 ADR | — | `docs/adr-model-routing.md` merged |
| M1 Model registry | 1 | Settings: configure + test Anthropic + Ollama aliases |
| M1b Harness registry | 7b | `Settings → Harnesses` CRUD + `testHarness` + `resolveHarnessForRole` |
| M2 Dogfood loop | 1–2 | One task via claim_task → complete_task with model + harness fields |
| M2b Author via MCP | 7b | `create-backlog-item` creates `Task-*.md` from OpenCode natural language |
| M3 Repos connected | 3 | Paste Forge/GitHub URL; clone succeeds from Echodo |
| M4 Convoy state | 4 | `transition_convoy_status` enforces gate actors |
| M5 Human surface | 5 | Gate inbox shows pending `convoy_review` |
| M6 Automation | 6–7 | Unattended implementer brief (live E2E task) — **now optional-worktree for docs** |
| M6b Draft PR | 7 | Worker opens draft PR on success (code) / `published` on docs |
| M7 PR loop | 8 | Merge webhook moves convoy to `merged` |
| M8 Fleet | 9 | **`/fleet` single view across ≥2 connected repos** (v0.1) |
| M9 Reliability | 7 | Checkpoint resume after kill |
| M10 Observability | 9 | Activity feed shows role_complete without refresh |
| M11 Spend control | 1 follow-on | Month-to-date spend + dispatch pause on cap |
| M12 Roadmap UI | 10 | **Plans tree + Start → convoy in-web, no CLI** (v0.1) |
| M13 Owner package | 11 | Completion summary (+ screenshot when UI) |
| M14 Ops chat | 12 | “What needs me?” answered with links |
| M15 Open publish | — | `docker compose -f docker/docker-compose.yml up` star-ready, BYO LLM headline |

## Recommended execution order — updated 2026-08-25 (v0.1 second brain OS first)

### v0.1 — Publishable second brain (next 2 weeks, per `docs/decisions/2026-08-25-second-brain-os-pivot.md`)

1.  MCP `create-backlog-item` (0.5d) — `apps/mcp-server/src/tools/create-backlog-item.ts` — agents author `Plan/Epic/Task` naturally
2.  Worker non-code (1d) — `apps/worker/src/git/worktree.ts:1` optional worktree + `apps/worker/src/tools/allowlist.ts:1` per-harness + `doc_review→published` `packages/shared/src/convoy-lifecycle/state-machine.ts`
3.  Harness registry + `WorkerAdapter` (2-3d) — `packages/database/src/schema/harness_providers.ts` + `role_harness_routes` + `packages/shared/src/worker/executor.ts` + `Settings → Harnesses` + `AG-UI /api/ag-ui/[workspace]` + `testHarness`
4.  Plans tree (1w) — Epic 10 `Task-plans-roadmap-page` + `Task-trpc-backlog-tree` + `Task-start-convoy-from-task` → `apps/web/app/(app)/[workspaceSlug]/plans/page.tsx` — web CRUD for `plans/` without CLI
5.  Fleet rollup (3-4d) — Epic 9 `Task-fleet-rollup-dashboard` + SSE → `/fleet`

Then close original A1: `Task-worker-draft-pr` + `Task-worker-live-e2e-dogfood` (now harness-aware).

### Post-v0.1 — legacy engine order (kept for traceability)

6.  `Task-forge-webhook-receiver` → `Task-pr-checks-recovery-panel` (Epic 8)
7.  Epic 11: completion summary → artifact gallery → screenshot capture
8.  Epic 12: context tools → UI → draft work from chat

### Polish (anytime after blockers clear)

- Epic 5: DAG viz, automation tiers (tiers after Epic 8)
- Epic 1: cost budget caps
- Epic 7: operator notes if not done in Phase A

## Risks and mitigations

| Risk | Mitigation |
|------|------------|
| Mac Ollama unreachable from Coolify-hosted web | `testProvider` surfaces error; document LAN URL; dev can run web locally |
| Cursor slug drift in old convoys | Legacy alias map in ADR; conductor uses registry aliases for new convoys |
| Scope creep into orchestrator | ADR + plan explicitly defer daemon/worker |

## Links

- [ADR: Model routing](../../docs/adr-model-routing.md)
- [Decision 2026-08-25 second brain pivot](../../docs/decisions/2026-08-25-second-brain-os-pivot.md)
- [Plan: Agent coordination](../Plan-agent-coordination/Plan-agent-coordination.md)
- Agent-pipeline: `docs/model-routing-policy.md`, `docs/role-reference.md`
- Examples: Maya `Clarity` + Studio North `RouteMap` walkthroughs in decision log