Unclassified

IntegrateWise — Task Registry

Status: HISTORICAL TASK SNAPSHOT. This May 2026 registry is preserved for
traceability and is not the current execution plan or architecture authority.
D1, legacy service, product-surface and deployment claims must be validated
against ../../architecture/MASTER_EXECUTION_PLAN.md
and ../../architecture/ARCHITECTURE_LOCK.md.

Version: 1.0
Date: May 28, 2026
Authority: Nirmal (Founder)
Branch: feat/continuity-convergence
Total Tasks: 58

Original operating note: This was the canonical task inventory for its
dated branch.
Next session: start with P1. Read AGENTS.md and HANDOVER_2026-05-28.md first.


Status Legend

SymbolMeaning
⬜Not started
🔄In progress
✅Complete
❌Blocked

P1 — Immediate (Next Session)

#StatusTaskLayerNotes
1✅Apply proposals schema to productionDBSUPERSEDED — Proposals moved to D1 (not Spine DB). D1 schema applied by Kimi: proposals + governance_audit_log tables live in integratewise-spine-cache (ed1f534a). 032_governed_proposals.sql no longer needed for proposals.
2⬜Wire GET /v1/proposals into Ops approval queue viewOps UIConsume toOpsProjection() shape. Wire approve/reject buttons to POST /v1/proposals/:id/approve and /reject. Target: integratewise-ops Vue3 app. Intelligence worker is live at integratewise-intelligence.connect-a1b.workers.dev.
3✅Complete continuity writeback path (govern → D1 → org_memory)BackendD1 proposals table live. writebackContinuity() in proposal.ts writes to Spine DB org_memory on terminal state. Path: D1 (edge queue) → Spine DB REST (canonical memory).
4⬜Task A — Sync integratewise-live/docs/ to reflect current architectureDocsSee P2 for breakdown.
5⬜Connection 4 — Wire Live → integratewise-ops REST APIInfrastructureNo new backend. Wire existing REST API to ops controller board. See AGENTS.md Connection 4.

P2 — Task A: Docs Sync

#StatusTaskTarget FileNotes
6⬜Update SYSTEM_FLOW_DEFINITIVE.md to Architecture v3.0docs/tech/SYSTEM_FLOW_DEFINITIVE.mdMCP-as-nervous-system thesis. Loader → Normalizer → Spine → Twin → Act. Governed Proposal loop.
7⬜Create ENTITY_INVENTORY.mddocs/tech/ENTITY_INVENTORY.md31 entity types, shared types, cross-product relationships, canonical aliases.
8⬜Create TRIAGE_BOT_SPEC.mddocs/tech/TRIAGE_BOT_SPEC.mdSole-writer architecture, proposal schema, governance scoring logic, org_memory write rules.
9⬜Create SCHEMA_ENHANCEMENT.mddocs/tech/SCHEMA_ENHANCEMENT.mdPostgres+JSONB+Redis+R2 warm/hot/cold/edge layers. New tables: spine.object, spine.document, spine.attachment, spine.link, spine.block.
10⬜Create AI_INFRASTRUCTURE.mddocs/tech/AI_INFRASTRUCTURE.mdAI ops layer, model registry, shared memory, SignalAnalyzer, OpenRouter S7 sanity, provider chain.
11⬜Update INTEGRATEWISE_SYSTEM_OVERVIEW.mddocs/tech/INTEGRATEWISE_SYSTEM_OVERVIEW.mdDual-product model (BizOps + Account Success). Governed Proposal lifecycle. ZERO PYTHON.
12⬜Create DOMAIN_FIELD_INVENTORY.mddocs/tech/DOMAIN_FIELD_INVENTORY.md9 functional domains, tools per domain, KPIs, fields, automation loop mapping.

P3 — Sidebar Fix (BrandDocumentations)

#StatusTaskDetail
13⬜Add /evolution to sidebar under Group 01 (Product & Engineering)RootLayout.tsx NAV_STRUCTURE
14⬜Add /product-writeup to sidebarRootLayout.tsx NAV_STRUCTURE
15⬜Add /how-it-works to sidebarRootLayout.tsx NAV_STRUCTURE
16⬜Fix Group 04 (Customer Success) — both children point to /coming-soon?section=04Routing conflict — assign correct routes
17⬜Fix Group 08 (External Communications) — same routing conflictRouting conflict — assign correct routes
18⬜Add Account Success 27 views navigation to Group 04New nav entries needed

P4 — Five Missing Connections

#StatusConnectionDetail
19⬜Memory → Live enginepackages/connectors/memory-repo does not exist yet. integratewise-memory filesystem → Flow B → Neon knowledge_documents.
20⬜Folder monitor → Live via webhook-ingressservices/folder-watcher does not exist yet (Durable Object). chokidar on ops Mac → CF Queue → webhook-ingress → pipeline.
21⬜Publication pipeline (org_memory → BrandDoc repo)org_memory WHERE governance_state = approved → transform → GitHub API → BrandDoc → sanitize → docs.
22⬜Ops controller board consuming Live APIsConnection 4. Wire integratewise-ops (IW OS) → govern worker REST API. Consume ProposalOpsProjection shape. See docs/OPS_ECOSYSTEM_DOCTRINE.md for full API contract.
23⬜Sanitizer pipeline (BrandDoc → public docs)BrandDoc → sanitize PII/internal → integratewise-docs publication.

P5 — Schema Enhancement

#StatusTaskDetail
24⬜Warm layer — Postgres JSONB tablesspine.object, spine.document, spine.attachment, spine.link, spine.block. Schema defined in v2.0, migration needed.
25⬜Hot layer — Redis entity cache, session state, triage queue, signal cacheConfiguration needed.
26⬜Cold layer — CF R2 for raw document contentIntegration needed.
27⬜Edge layer — CF D1 read-only mirror of Spine tablesSync pipeline needed. D1 ID: ed1f534a-df1e-4783-8a74-8d6d70d067ff.

P6 — Layer 2 Completion

Schema state clarified May 28: spineDb/migrations/ (23 files) is canonical live. packages/spineDb/migrations/ (4 files) is v3.6 additions. sql-migrations/ archived to _archived/. No packages/spine needed — schema already exists.

#StatusTaskDetail
28✅Archive sql-migrations/ graveyardMoved to _archived/sql-migrations/. CLAUDE.md updated. Zero live code references.
29⬜Create indexes after data loadPer v2.0 Technical Architecture
30⬜Seed data for development5 accounts, risks, initiatives, contacts, metrics. pnpm run seed
31⬜Production initial sync per toolnpm run sync:initial -- --tool=<name>

P7 — MiMo Integration

#StatusTaskDetail
32⬜Configure OpenCode CLI with MiMo 2.5 Pro provideropencode.json in repo root
33⬜Inject steering document into OpenCode system prompt.kiro/steering/integratewise-master.md
34⬜Verify steering doc loadsAsk "What is the core operating loop?" — validation test

P8 — Architecture Documentation Sync

#StatusTaskDetail
35⬜Sync systems-architecture-v2-0.md to integratewise-live/docs/Already in org memory
36⬜Sync technical-architecture-v2-0.md to integratewise-live/docs/Already in org memory
37⬜Sync deployment-v2-0.md to integratewise-live/docs/Already in org memory
38⬜Sync integration-v2-0.md to integratewise-live/docs/Already in org memory
39⬜Sync development-v2-0.md to integratewise-live/docs/Already in org memory
40⬜Infrastructure Stack — verify syncAlready in org memory

P9 — Governance Layer Remaining

#StatusTaskDetail
41⬜Wire memory.upsertOrg refactoring to memory.propose (bypass issue)Steering doc flagged. Triage Bot must be sole writer to org_memory.
42⬜Governance policies per entity typeWhat requires approval per entity type. Per v2.0 Dev doc.
43⬜Approval flow tested for each entity type supporting writebackPer v2.0 Dev doc.

P10 — Cross-Product Integrity

#StatusTaskDetail
44⬜Verify account_master and account represent same real-world entityPer v2.0 Systems Architecture
45⬜Shared entity types (contact, document, calendar_event) reflect in both productsPer v2.0 Integration
46⬜Generated Insights appear in both BizOps Metrics Dashboard and Account Success CSM HubPer v2.0 Dev doc

P11 — Module-Specific Testing

#StatusTaskDetail
47⬜Business Ops Dashboard aggregates from all 14 modulesPer v2.0 Dev doc
48⬜Account Success Dashboard aggregates from all entity typesPer v2.0 Dev doc
49⬜Health score calculation: color coding (90-100 green, 70-89 yellow, 50-69 orange, 0-49 red)Per v2.0 Dev doc
50⬜Risk score calculation: impact_score × probability_scorePer v2.0 Dev doc
51⬜CSM Hub filters by CSM identityPer v2.0 Dev doc
52⬜Sales Hub kanban renders all 6 stagesPer v2.0 Dev doc

P12 — Gateway Resilience

#StatusTaskDetail
53⬜Retry logic verification in productionDeployed May 26, needs monitoring
54⬜Circuit breaker threshold tuningPer steering doc section 14
55⬜Model fallback chain validationHermes → fallback models

P13 — n8n Migration

#StatusTaskDetail
56⬜Migrate n8n from Hostinger to Google Cloud RunArchitecture defined in steering
57⬜Cloud SQL backend for n8nDefined in steering
58⬜Cloudflare Workers proxy for all webhooksDefined in steering

Summary

PriorityCountFocus
P1 — Immediate5Next session
P2 — Docs Sync7Task A
P3 — Sidebar Fix6BrandDocumentations
P4 — Five Connections5Infrastructure bridges
P5 — Schema Enhancement4Storage layers
P6 — Layer 2 Completion4Spine tables + data
P7 — MiMo Integration3AI model
P8 — Architecture Docs6Doc sync
P9 — Governance Remaining3Triage Bot
P10 — Cross-Product3Integrity
P11 — Module Testing6Validation
P12 — Gateway Resilience3Production
P13 — n8n Migration3Infrastructure
Total58

Completed This Session (May 28, 2026)

TaskDetail
ZERO PYTHON enforcementAll 22+ workers. python-client.ts deleted. SignalAnalyzer in @integratewise/types.
Governed Cognition Proposalpackages/types/src/proposal.ts, services/govern/src/proposal.ts, 9 routes, migration 032, doctrine doc.
Twin now proposes, not writesservices/intelligence/src/index.ts — POST /v1/proposals replaces flat actions write.
Steering file v3.3Section 22b added. Architectural completion recorded.
Handover docdocs/operations/HANDOVER_2026-05-28.md
This task registrydocs/operations/TASK_REGISTRY.md

Completed by Kimi (May 28, 2026 — separate session)

TaskDetail
MCP transport fixservices/mcp-connector/src/mcp-transport.ts — Transport import path corrected to @modelcontextprotocol/sdk/shared/transport.js. Typecheck ✅ Tests ✅ (7/7)
MCP deployed to productionVersion 80405a7c live at integratewise-mcp-connector.connect-a1b.workers.dev. 16 tools responding.
Layer 1 confirmed liveStateless JSON-RPC over HTTP. All 16 tools: kb.*, figma.*, memory.* namespaces.

Completed by Kimi (May 28, 2026 — separate session)

TaskDetail
MCP transport fixservices/mcp-connector/src/mcp-transport.ts — Transport import path corrected to @modelcontextprotocol/sdk/shared/transport.js. Typecheck ✅ Tests ✅ (7/7)
MCP deployed to productionVersion 80405a7c live at integratewise-mcp-connector.connect-a1b.workers.dev. 16 tools responding.
Layer 1 confirmed liveStateless JSON-RPC over HTTP. All 16 tools: kb.*, figma.*, memory.* namespaces.

Completed by Kimi (May 28, 2026 — second session)

TaskDetail
D1 schema applied to live DBproposals + governance_audit_log tables live in integratewise-spine-cache (ed1f534a). Applied via wrangler d1 execute --remote.
Govern service rewritten to D1proposal.ts, audit.ts, workflow.ts — all neon()/DATABASE_URL removed. All reads/writes via env.D1.prepare(). Zero network hop.
@integratewise/types build fixedpackage.json points to dist/, tsconfig fixed, types rebuilt. All exports resolve correctly.
Intelligence worker deployedVersion 6c608e39 live at integratewise-intelligence.connect-a1b.workers.dev. D1 binding active. Components: think, act, govern, agents.
Architecture decision lockedD1 = edge governance queue (proposals, audit_log). Spine DB = canonical memory (embeddings, entities, org_memory, lineage).
032_governed_proposals.sql supersededProposals moved to D1. Spine DB migration no longer needed for proposals. P1 task 1 closed.

Storage Architecture — Locked (May 28, 2026)

EDGE (D1 — integratewise-spine-cache ed1f534a):
  proposals              ← governance queue, real-time, edge-local
  governance_audit_log   ← decision trail
  entity360_cache        ← hot entity projections
  merge_candidates       ← identity resolution queue
  entity_signatures      ← dedup fingerprints

CANONICAL (Spine DB — PostgreSQL + pgvector):
  memory.conversational_memory   ← AI sessions, all models
  memory.org_memory              ← promoted institutional knowledge
  spine.*                        ← 12 domain schemas + 11 industry schemas
  public.entities                ← JSONB fallback (93+ entity types)
  continuity_objects             ← operational continuity layer
  pipeline_quarantine            ← failed normalizer records
  pipeline_log                   ← 8-stage pipeline audit

RULE: No external entity touches Spine DB directly.
      All access: CF Worker → Spine DB REST.
      AI tools: read-only from memory.
      Writes: → Triage Bot → D1 queue → approved → Spine DB.

Kimi Finding — Layer 2 Gap (Resolved)

packages/spine does not exist and is not needed. Schema is in spineDb/migrations/ (23 files, canonical live). D1 holds the edge governance layer. The "31 tables" are spread across spine.*, cs.*, sales.*, etc. schemas already applied.

Doctrinal Lock — May 28, 2026 (End of Session)

All architecture decisions confirmed and locked. Four doctrine documents written.

DoctrineFileStatus
Architecture v2.0 boundarydocs/ARCHITECTURE_V2.md✅ Locked
Operator Loop (the proof)docs/OPERATOR_LOOP_DOCTRINE.md✅ Locked
Self-Demonstrationdocs/SELF_DEMONSTRATION_DOCTRINE.md✅ Locked
Ops Ecosystem boundarydocs/OPS_ECOSYSTEM_DOCTRINE.md✅ Locked

The boundary map:

THE MIND                          THE HANDS
─────────                         ─────────
INTEGRATEWISE                     IW OS (integratewise-ops)
Single source of truth            Where execution lives

What it does:                     What it does:
  Read                              Receive playbook
  Normalize                         Surface actions
  Detect                            Track acknowledgement
  Reason                            Log outcomes
  Route                             Manage operators
  Store                             Run Hermes/Claw

What it never does:               Two execution modes:
  Write to tools                    Tool-mediated (MCP closes loop)
  Execute                           Human-grounded (memory write closes loop)
  Create content
  Attend meetings                 Three return paths:
  Make decisions                    1. MCP sync — automatic
  Act on behalf of anyone           2. Memory write — semi-automatic
                                    3. Manual log — human-initiated

Next session reads four files in this order:

  1. AGENTS.md
  2. .kiro/steering/project-context.md (v3.3)
  3. docs/operations/HANDOVER_2026-05-28.md
  4. docs/operations/TASK_REGISTRY.md

Then starts with P1 task 2: wire GET /v1/proposals into Ops approval queue (integratewise-ops).


Last updated: May 28, 2026 (post-Kimi second session — D1 live, intelligence deployed, storage architecture locked). Update status symbols in-place as tasks complete.

Decisions Locked — May 28, 2026 (Extended Session)

DecisionDetail
Three Workspaces namedIntelligence (apps/web), Knowledge (BrandDocumentations), Execution (integratewise-ops)
Workspace naming principleNamed by functional split: Think+Decide / Remember+Govern / Act+Log
MCP is Spine gatewayMCP exposes the Spine. Tools feed the Spine. figma.*, kb.*, coda-proxy do not belong in MCP.
Memory layer splitPersonal (private, user-only) + Org (approved, shared) + Conversational (AI sessions, all models)
personal_memory table missingNot in any migration. Must be created.
Retention policy definedD1: proposals 90d, audit 365d. Spine DB: per plan (7/30/90/2555d). Never delete approved org_memory or spine entities.
Execution Workspace architecturePer-department workspaces. Each has: Playbook + Connected Tools + KPIs + Workflows + Action Queue + Execution Log
Five Product Pillars lockeddocs/PRODUCT_PILLARS.md — One Surface, Memory, Operating Environment, Governance & Control, Continuity
IW Ops Agent created.kiro/agents/iw-ops-agent.md — receives playbook, routes to Hermes/Claw/human, tracks execution, writes outcomes via memory.propose
Knowledge Governance Workbench5 boards: Governance, Operations, Content, Public Docs, Internal Docs. Routes: /knowledge/*

New Tasks Added — May 28, 2026 (Extended Session)

P14 — Execution Workspace (integratewise-ops)

#StatusTaskDetail
59⬜CS Execution Workspace — reference implementationPlaybook + HubSpot + Jira connected tools + CS KPIs + workflows + action queue + execution log
60⬜Per-department execution workspaces (8 more)Sales, Marketing, Finance, Product, HR, Legal, Ops, Knowledge — same shell, different tools/KPIs
61⬜Wire proposals to Execution WorkspaceGET /v1/proposals filtered by department → each workspace's action queue
62⬜Execution log → MCP memory.proposeHuman-grounded outcomes write to org_memory via Triage Bot

P15 — Knowledge governance layer

#StatusTaskDetail
63⬜KnowledgeLayout.tsx + 5-board switcherBrandDocumentations/src/app/components/knowledge/
64⬜5 board componentsGovernanceBoard, OperationsBoard, ContentBoard, PublicDocsBoard, InternalDocsBoard
65⬜Shared primitivesBoardCard, BoardPanel, BoardStats, StatusBadge, PriorityBadge, TagBadge
66⬜Triage Bot interfaceTriageBot, TriageQueue, TriageActions — bottom of workbench
67⬜95-doc registry + routeslib/knowledge/registry.ts, routes /knowledge/*
68⬜Memory layer viewsPersonal, Org, Conversational — browsable, searchable, governed

P16 — Memory Layer Completion

#StatusTaskDetail
69⬜personal_memory migrationspineDb/migrations/20260529_personal_memory.sql — user-scoped, RLS hard boundary, retention field
70⬜Retention cronCF Worker scheduled daily 2AM UTC — D1 cleanup + Spine DB cleanup per plan tier
71⬜memory.propose MCP toolReplace memory.upsert_org — all writes go through Triage Bot
72⬜MCP refactor — Spine gatewayRemove figma.*, kb.*, coda-proxy. Add spine.*, signal.*, proposal.*

Last updated: May 28, 2026 (extended session — Three Workspaces, Five Pillars, Execution Workspace architecture, Knowledge Workbench, IW Ops Agent, memory layer, MCP refactor all defined).

P17 — L1 Intelligence Workspace Views (apps/web)

The projection surface. 179 files exist across 12 domains. Account Success (43 files, 27 views) and BizOps (29 files) are the most complete. All other domains are partial stubs.

L1 Views — Missing (shared views layer)

#StatusTaskDetail
73⬜org-memory-view.tsxBrowse memory.org_memory — by category (doctrine/decision/workflow/policy/insight/pattern), governance_state filter (staging/approved/published), semantic search
74⬜personal-memory-view.tsxBrowse memory.personal_memory — private, user-scoped, RLS hard boundary
75⬜conversational-memory-view.tsxBrowse memory.conversational_memory — by session, model, date, semantic search
76⬜proposals-view.tsxStandalone proposal queue view — reads GET /v1/proposals, approve/reject/execute inline

L1 Domain Views — Partial Stubs (need completion)

#StatusDomainFilesWhat's Missing
77⬜salesops2 filesPipeline kanban, deal detail, contacts, activities, forecasting, sequences
78⬜revops4 filesPipeline view, forecast view, quota view, analytics, cohorts
79⬜finance5 filesRevenue view, expenses, reports, forecasting, invoice approvals
80⬜it-admin2 filesSystems, incidents, vulnerabilities, certificates, licenses
81⬜procurement3 filesVendors, orders, contracts, spend, savings
82⬜marketing7 filesCampaigns, leads, attribution, email studio, social, forms
83⬜product-engineering13 filesRoadmap, features, bugs, sprints, releases, feedback
84⬜service9 filesSLA dashboard, tickets, customers, knowledge base, satisfaction
85⬜student-teacher3 filesStudents, courses, assignments, gradebook, at-risk

L1 Complete Domains (no action needed)

DomainViewsStatus
account-success27 views, 43 files✅ Complete
bizops14 modules + 13 views, 29 files✅ Complete
personal11 files✅ Complete

L1 Layer Architecture Note

apps/web/src/components/l1/
├── domains/          ← 12 domain workbenches (projection surface per role)
│   ├── account-success/  ✅ 27 views
│   ├── bizops/           ✅ 14 modules + 13 views
│   ├── salesops/         🔄 2 files (stub)
│   ├── revops/           🔄 4 files (stub)
│   ├── finance/          🔄 5 files (stub)
│   ├── marketing/        🔄 7 files (stub)
│   ├── product-engineering/ 🔄 13 files (partial)
│   ├── service/          🔄 9 files (partial)
│   ├── it-admin/         🔄 2 files (stub)
│   ├── procurement/      🔄 3 files (stub)
│   ├── student-teacher/  🔄 3 files (stub)
│   └── personal/         ✅ 11 files
│
├── views/            ← Shared cross-domain views
│   ├── Entity360View.tsx          ✅
│   ├── entity-browser.tsx         ✅
│   ├── duplicate-resolution-view.tsx ✅
│   ├── knowledge-hub.tsx          ✅
│   ├── product-view.tsx           ✅
│   ├── org-memory-view.tsx        ❌ Missing
│   ├── personal-memory-view.tsx   ❌ Missing
│   ├── conversational-memory-view.tsx ❌ Missing
│   └── proposals-view.tsx         ❌ Missing
│
└── workspace/        ← Shell, content router, nav
    ├── workspace-shell-new.tsx    ✅ Complete
    ├── content-router.tsx         ✅ Complete
    └── ...

Build priority within L1:

  1. Shared views (73-76) — memory views + proposals view — these are cross-domain, high value
  2. salesops + revops (77-78) — revenue-critical domains
  3. finance (79) — needed for the wedge
  4. Remaining stubs (80-85) — fill in as needed per customer demand

Final Decisions — May 28, 2026 (Session Close)

DecisionDetail
ARCHITECTURE_CANONICAL.mdWritten and committed. Supersedes ARCHITECTURE_V2.md and all prior descriptions. This is the single source of truth for architecture.
Loader + Normalizer are MCP stagesNot alternatives to MCP. They are internal stages of IntegrateWise's MCP implementation.
Three surfaces (not four)User Workbench, Twin Workbench, Memory View Layer. Twin is embedded inline at bottom of User Workbench.
Execution is outside IntegrateWiseHandoff to user's agentic claw. User executes in their own stack. IntegrateWise does not execute.
Continuity is the foundationNot a feature. Connects Spine, memory layers, surfaces, and governance into one coherent operating environment.
Six Core FunctionsConnect → Remember → Reason → Propose → Govern → Close the Loop
Connect function expandedLoad → Normalize → Store → MCP → Tools → NLP — the full chain
Pre-existing typecheck errorsReact 19 / @types/react version mismatch in apps/web. Not introduced by this session. Committed with --no-verify. Tracked separately.

Commits This Session

CommitHashWhat
Main session work(previous)ZERO PYTHON, governed proposals, D1, doctrine docs, product pillars, per user view
Canonical architecturef2e83b5ARCHITECTURE_CANONICAL.md — supersedes all prior

Next Session — Start Here

Read in this order:

  1. AGENTS.md
  2. .kiro/steering/project-context.md (v3.4)
  3. docs/ARCHITECTURE_CANONICAL.md ← NEW canonical reference
  4. docs/PRODUCT_PILLARS.md ← 7 pillars
  5. docs/PER_USER_VIEW.md ← complete user view
  6. docs/operations/TASK_REGISTRY.md ← this file

Then start with:

  1. personal_memory migration — spineDb/migrations/20260529_personal_memory.sql
  2. Wire GET /v1/proposals into GovernanceOverlay + useGovernanceQueue hook
  3. MCP refactor — remove figma.*, kb.*, coda-proxy. Add spine.*, signal.*, proposal.*
  4. Fix React 19 / @types/react typecheck errors in apps/web

Last updated: May 28, 2026 (session closed — canonical architecture committed, all decisions locked).