[DAILY PLAN] Wednesday, February 18, 2026

[TODAY'S FOCUS]

Daily plan for Wednesday, February 18, 2026 - Mark completed tasks and sync across all plan files. Review and execute master plan priorities listed below.

📊 MASTER PLAN PRIORITY LIST (PriorityTodos.tt)

🎯 Quick Jump to Priority Item

🔴 HIGH Priority

#11 Architecture Phase 2 #4 Refactor Master Plan #Schema System Plan #19 API Logging Fix

🟠 MEDIUM Priority

#Dynamic Daily View #3 Update Format #12 DailyPlan Sync #5 DailyPlan Flag #6 Integrate Priority

🟢 LOW Priority

#16 Project IDs #Zencoder Efficiency #17 Theme Sync #18 Doc Cleanup #9 Auto-Sync Test

🛠️ Maintenance

#Cleanup Outdated #Layout Improve #10 Archive Docs #8 API Docs #7 Agent Example ✅ Completed Tasks

Current Active Priorities

🔴 HIGH Priority

#11 - Architecture Migration Phase 2

Status PENDING

Owner Dev Team

Priority Level HIGH - Critical Path

Target Q1 2026

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

↳ UNBLOCKS: #7 (Agent Example Documentation)

#4 - Refactor Master Plan Coordination

Status IN PROGRESS

Owner Planning Agent

Priority Level HIGH

Phase 0.35 - Active Refactoring

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

None - This is a foundational refactor

#Schema System Plan & Enhancements

Status IN PROGRESS

Owner DB Admin

Priority Level CRITICAL - Core Functionality

📋 Description

Complete restoration and enhancement of the bidirectional schema synchronization system.

✅ Required Tasks

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

📌 Related Links

Schema Comparison

#19 - Fix updateprompt.pl API Logging (AI Persistence)

Status PENDING

Owner Backend Team

Priority Level HIGH - System Stability

Impact AI Chat Persistence Blocked

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

🚫 Blocks: AI Persistence, Chat History, Agent Learning

🟠 MEDIUM Priority

Dynamic Daily Tasks

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#3 - Update Format & Multi-Plan Support

Status PENDING

Owner Docs Team

Priority Level MEDIUM

Category Todo API v2, Format Support

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

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

#12 - DailyPlan Synchronization

Status IN PROGRESS

Owner Automation Agent

Priority Level MEDIUM

Category Daily Workflow, Sync Engine

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

↳ BLOCKED BY: #16 (Project IDs Sync)

#5 - DailyPlan Flag System

Status PENDING

Owner DevOps Team

Priority Level MEDIUM

Category Workflow Automation, System Flags

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

None

📌 Related Links

System Settings | Configuration Manager

#6 - Integrate Priority into Daily Plan

Status IN PROGRESS

Owner UI Team

Priority Level MEDIUM

Category Integration Layer, UI/UX

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

↳ BLOCKED BY: #12 (DailyPlan Sync)

📌 Related Links

Daily Plan | Today's View

🟢 LOW Priority

#16 - Project IDs Synchronization

Status PENDING

Owner DB Admin

Priority Level LOW

Category Data Integrity, Cross-System Sync

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

↳ UNBLOCKS: #12 (DailyPlan Sync)

📌 Related Links

Project List | ID Management

#Zencoder Efficiency Improvements

Status IN PROGRESS

Owner Zencoder Team

Priority Level HIGH - Efficiency

📋 Description

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

✅ Required Tasks

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

📌 Related Links

Zencoder Guide

#17 - Theme Synchronization

Status PENDING

Owner UI Team

Priority Level LOW

Category UI Consistency, Theme Engine

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

None

#18 - Documentation Cleanup

Status IN PROGRESS

Owner Audit Team

Priority Level LOW

Category Standards Compliance, Maintenance

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

None

#9 - Auto-Sync Test System

Status PENDING

Owner QA Team

Priority Level LOW

Category Automated Testing, QA

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

↳ BLOCKED BY: #3 (Multi-Plan Support)

📌 Related Links

System Test Panel | Testing Framework

#10 - Archive Documentation Cleanup

Status PENDING

Owner Cleanup Agent

Priority Level LOW

Category Maintenance, Storage Optimization

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

None

📌 Related Links

Documentation Archive | Cleanup Tools

#8 - API Documentation Update

Status PENDING

Owner Backend Team

Priority Level LOW

Category API Lifecycle, Documentation

📋 Description

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

✅ Required Tasks

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

🔗 Dependencies

↳ BLOCKED BY: #3 (Format Support)

🛠️ Maintenance & Improvements

#Cleanup Outdated Todos

Status PENDING

Priority Level LOW

📋 Description

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

✅ Required Tasks

Identify stale todos (no activity > 6 months)
Archive to legacy tables
Update status of active stale items to 'Deferred'

#Priority Todos Layout Improvement

Status IN PROGRESS

📋 Description

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

#7 - Agent Example Documentation

Status PENDING

📋 Description

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

🔗 Dependencies

↳ BLOCKED BY: #11 (Arch Phase 2)

✅ Recently Completed Tasks

Successfully completed priority items archived for reference.

#1 CRITICAL: Fix Todo Display Bug

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

#2: API Auth Migration

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

Plan A.2: K8s Readiness Assessment

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

Plan A.3: Credentials Audit

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

📝 DAILY TASK LISTS (Master Plan & App Todos)

[MASTER PLAN PRIORITIES] NEXT 5 ITEMS HIDE

[1] A.1: Production DB K8s Migration (CRITICAL) - Status: Ready for VM Rebuild

[2] B.1: Docker Secrets Fallback (CRITICAL) - Status: In Progress

[3] Planning System Migration (HIGH) - Phase 1.5 Complete ✅ - Click for details in RESOURCES tab

[4] B.3: Theme Handling (HIGH) - Status: Planning

[5] C.1: Documentation System Audit (HIGH) - Status: In Progress (Phase 1)

[6] #3: Update Format (MEDIUM) - Status: Pending

[APP TODOS FOR TODAY] FROM TODO SYSTEM HIDE

No todos scheduled for today.

Create a new todo using the button below.

Today's Recommendation:

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

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Instructions for Admin Working on The Daily Plan

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

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

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

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

🔧 Quick Reference - Click to Expand

AI Controller: Ollama integration with multi-turn conversations
Model Management: Pull, test, and manage LLM models
Documentation Sync: Automated audit workflow (v1.11, Jan 8, 2026)

🤖 Daily Audit Agents Pipeline - Click to Expand

How to Use the Agent Pipeline That Populates Daily Audit

📝 Start: Open New Log (Record 320)

Create a timestamped log entry before starting the audit pipeline:

📋 Open New Audit Log

Step 1: Execute Documentation Sync Audit

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

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

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

Alternative - Run from Terminal/Container:

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

Step 2: Documentation Synchronization (DocumentationSyncAgent)

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

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

Step 1-BASE: Scan Documentation Directory

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

Step 2-BASE: Validate Template Conformance

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

Step 3-BASE: Detect Content Inconsistencies

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

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

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

Step 5-EXTENSION: Update Each Documentation File

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

Step 6-EXTENSION: Validate After Updates

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

Step 7-EXTENSION: Summarize Updates

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

Step 8-EXTENSION: Call Master Plan Updater

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

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

📋 Configuration Settings & Enforcement Rules

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

🔴 PRIORITY 1: File Format Enforcement

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

🔴 PRIORITY 2: Template Conformance Validation

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

🟠 PRIORITY 3: Documentation-to-Code Sync Monitor

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

🟠 PRIORITY 4: Duplicate & Redundant Detection

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

🟡 PRIORITY 5: Version Management & Last Updated Tracking

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

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

Step 3: Update the Master Plan

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

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

Step 4: Update the Daily Plans

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

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

📝 Finish: Close Log (Record 320)

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

📋 Close Daily Audit Log

📚 Daily Audit Pipeline Documentation Menu - Click to Expand

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

📋 Step 1: Documentation Sync Audit

File: DailyAuditGuide | Format: Template Toolkit (.tt) | Section: Step 1 | Purpose: How to execute documentation sync audit
Reference: CodingStandards - agents:daily-audit section | Purpose: Complete Daily Audit Agent workflow, responsibilities, and inputs/outputs
File: Comserv/root/Documentation/AuditReports/DocumentationSyncAudit.json | Format: JSON (auto-generated) | Path: AuditReports/ | Purpose: Most recent audit findings with code-to-doc mapping

✏️ Step 2: Documentation Update Manager (DocumentationSyncAgent)

File: DailyAuditGuide | Format: Template Toolkit (.tt) | Section: Step 2 | Purpose: DocumentationSyncAgent workflow, expectations, and 8-step process
Reference: CodingStandards - agents:documentation-sync section (lines 1812-1910) | Purpose: Complete DocumentationSyncAgent specification, responsibilities, workflow, and template conformance requirements
Reference: CodingStandards - CRITICAL SETTINGS: DOCUMENTATION PATHS (lines 308-330) | Purpose: File format standards (.tt only), naming conventions (PascalCase), and template requirements

📊 Step 3: Update Master Plan (Master Plan Updater Agent)

File: DailyAuditGuide | Format: Template Toolkit (.tt) | Section: Step 3 | Purpose: How to execute master plan update
File: MasterPlanCoordination | Format: Template Toolkit (.tt) | Purpose: AUTHORITATIVE SOURCE - System priorities, status, roadmap, and version control
Reference: CodingStandards - agents:master-plan-updater section | Purpose: Master Plan Updater Agent specification, inputs from DocumentationSyncAgent, workflow, and responsibilities
File: ComservSystems | Format: Template Toolkit (.tt) | Purpose: Complete system inventory, dependencies, architecture, and technical components

📅 Step 4: Generate Daily Plans (Daily Plan Automator Agent)

File: DailyAuditGuide | Format: Template Toolkit (.tt) | Section: Step 4 | Purpose: How to execute daily plans generation from master plan
Reference: CodingStandards - agents:daily-plans-automator section | Purpose: Daily Plan Automator Agent specification, inputs from Master Plan Updater Agent, workflow, and daily plan generation process
Directory: Comserv/root/Documentation/DailyPlans/ | Format: Template Toolkit (.tt) files | Files: DailyPlans-YYYY-MM-DD.tt | Purpose: Generated 7-day daily plans (updated automatically by Daily Plan Automator Agent)

🔗 Supporting & Reference Documentation

Reference: CodingStandards - agents section (lines 1044-1910) | Purpose: Complete 4-agent pipeline architecture, system overview, data flows, agent integrations, upstream/downstream dependencies
File: AI | Format: Template Toolkit (.tt) | Purpose: All available AI assistants (Daily Audit Agent, DocumentationSyncAgent, Master Plan Updater Agent, Daily Plan Automator Agent) and their responsibilities
File: Comserv/root/Documentation/config/RepositoryCodeAudit.json | Format: JSON (auto-generated) | Path: config/ | Purpose: Code-to-documentation mapping reference for all controllers, models, utilities
File: DocumentationSystemAuditPlan | Format: Template Toolkit (.tt) | Purpose: Overall documentation audit strategy, scope, standards, and compliance framework

⚙️ Zencoder & Automation

.zencoder/coding-standards.yaml → Lines 145-170: ask_questions() NO TIMEOUT rule (critical for workflow)
.zencoder/coding-standards.yaml → Lines 81-145: Rule 1 ask_questions() enforcement
.zencoder/rules/repo.md → Repository standards and Zencoder enforcement
.zencoder/scripts/ → documentation_sync_audit.pl, updateprompt.pl, validation_step0.pl

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

⚙️ Zencoder Workflow Tips - Click to Expand

ask_questions(): Use for user input (never text questions)
/updateprompt.pl: Execute before AND after work to log actions
Phase Protocol: Phase 0 (validate) → Phase 1 (log) → Phase 2 (work) → Phase 3 (ask)
WAIT INDEFINITELY: After calling ask_questions(), wait for user response
Coding Standards: Check .zencoder/coding-standards.yaml for compliance rules

📖 AI Assistants Master Guide (AI.tt) - Click to Expand

AI Assistants Available:

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

View Full AI Assistants Master Guide →

Daily Audit Workflow Checklist:

Step 1: Execute documentation_sync_audit.pl to identify documentation gaps

Step 2: Prompt Documentation Agent to update files based on audit findings

Step 3: Update SystemsMaster & MasterPlanCoordination with latest system status

Step 4: Generate or update daily plans for the week with latest priorities

Bonus: Review Zencoder Workflow Tips for protocol compliance

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

⚠️ Current Issue Identified

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

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

Current (Complex) Architecture - 6 Agents

Agent	Role	Status
Daily Audit Agent	Generate audit files from session history	❌ REMOVE
DocumentationSyncAgent	Implement doc updates based on code changes	✅ KEEP (rename clarity)
DocumentationAgent	Plan documentation updates	✅ KEEP
Daily Plan Automator	Orchestrate 4-agent daily pipeline	❌ REMOVE
Master Plan Updater	Update master plan from audit results	⚠️ FOLD into PlanningAgent
Daily Plans Generator	Generate daily plans from master plan	⚠️ FOLD into PlanningAgent

Proposed (Simplified) Architecture - 3 Agents

Agent	Core Responsibility	Inputs	Outputs
PlanningAgent ✨ NEW	Manage overall project planning, set priorities, generate daily/weekly plans, update master plan	MasterPlanCoordination.tt, current session history, user priorities	Daily plans, master plan updates, priority lists
DocumentationAgent ✍️ WRITER	Author/Write documentation from user perspective. Create new documentation content, structure, and organization based on user needs and project requirements.	User requirements, project context, current documentation structure, style guides	New documentation content, documentation plans, authorship decisions
DocumentationSyncAgent 🔄 SYNCER	Sync/Maintain documentation to keep it current with code changes. Update existing documentation files to reflect new code, deleted features, API changes, and system updates.	Git diffs, code changes, current documentation files, version updates	Updated documentation files, sync reports, validation confirmations

Proposed Workflow (Simplified)

Step 1: User initiates PlanningAgent

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

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

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

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

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

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

Benefits of Simplified Architecture

Clear Agent Naming: Each agent has a single, obvious responsibility (no "automator" confusion)
User Control: Manual workflow initiation prevents conflicts between agents
Easier Debugging: 3 agents instead of 6 means fewer interaction points to troubleshoot
Reduced Token Usage: No automatic daily audits consuming resources continuously
Flexible Scheduling: Users run agents on-demand rather than fixed times

Migration Plan (Next Steps)

Phase 1: Create PlanningAgent specification in coding-standards.yaml (new agent_id: "planning", command: /planning)
Phase 2: Clarify DocumentationAgent role: ✍️ WRITER role - author new documentation. Update command to /documentation-write and specs in coding-standards.yaml
Phase 3: Clarify DocumentationSyncAgent role: 🔄 SYNCER role - sync/maintain documentation with code changes. Update command to /documentation-sync and specs in coding-standards.yaml
Phase 4: Archive Daily Plan Automator agent spec (move to .zencoder/rules/archive/)
Phase 5: Archive Daily Audit Agent spec (move to .zencoder/rules/archive/)
Phase 6: Update all documentation links and references to new agent command aliases (/planning, /documentation-write, /documentation-sync)
Phase 7: Test simplified workflow: PlanningAgent → DocumentationAgent (WRITER) or DocumentationSyncAgent (SYNCER)
Phase 8: Update this guide and all related documentation with final architecture and new agent workflows

Technical Details to Finalize

PlanningAgent responsibilities: Should it handle both project-level planning AND daily audit tracking? Or just planning?
DocumentationAgent output format: Structured list of files needing updates with reasons?
Cascade vs. manual: Should DocumentationAgent automatically invoke DocumentationSyncAgent, or require user approval between steps?
Backward compatibility: What happens to existing master plan, daily plans, and session history files?

DocumentationAgent Performance Analysis & Testing Findings

📊 Comprehensive Review of DocumentationAgent Sessions

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

✅ SUCCESSES - What Works Well

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

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

2. File Reading & Analysis Pattern

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

❌ CRITICAL FAILURES - Patterns to Prevent

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

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

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

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

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

2. Batch Edit Failures (Chats 25-28)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5. File Verification Gaps (Chats 25-28)

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

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

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

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

⚠️ WARNINGS - Edge Cases to Handle

Template Conformance Checks Before Submission

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

Link Validation Requirements

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

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

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

🟡 Issue: CSS Theme Variable Compliance Gap

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

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

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

✅ Discovery: Collapsible Container Pattern Preferred

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

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

ℹ️ Observation: Link Testing Critical

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

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

Next Action: Review this proposal and confirm implementation approach.

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

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

How to Update This Daily Plan

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

[RESOURCES & SUPPORTING CONTEXT]

📋 Planning System Migration - Phase 1.5 Complete

✅ Phase 1: Database Schema (COMPLETE)

Created DBIC Result Files (5 files):

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

✅ Phase 1.5: Code Audit (COMPLETE)

Analyzed existing code dependencies:

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

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

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

⏸️ Phase 2: AWAITING USER REVIEW

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

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

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

Quick Links

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

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

Quick Todo Actions

📋 Open Todo System

➕ Add New Todo

Daily Notes for Wednesday, February 18, 2026:

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

Todo Month View

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

Sunday

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Planning

🎯 Quick Jump to Priority (Click to Toggle)

⚙️ Zenflow Config & Docker: ProjectConfig

🔄 Synchronization & Standards: ProjectIDs | ProcessEfficiency | ThemeConsistency | RoleSyncCleanup | AutomatedSync

🤖 AI Systems: AIChatSystem

🛠️ Maintenance & Improvements: DocCleanup | LayoutImprovement | ArchiveDocumentation | APIDocUpdate | AgentExample

✅ Todo System: TodoSystemUpdate

File: admin/documentation/Planning.tt | Updated: February 11, 2026

📋 Overview

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

🔧 Active Zenflow Workflows

DailyPlanSystem: new-task-3cda (port 4000) - DailyPlan System Update
AIChatSystem: aichatsystem-ef4e (port 4001) - AI Chat System with Agent Architecture
SchemaManagement: schema-management-system-7eb3 (port 4002) - Database Schema Management
InfrastructureHA: new-task-9cf1 (port 4003) - High Availability & Disaster Recovery
ProjectConfig: set-up-project-config-d327 (ports 3000, 5000) - Zenflow Project Configuration & Docker Container Testing

⚠️ CRITICAL NAMING REQUIREMENT: Branch names MUST match worktree directory names. When Zenflow creates a workflow with a task name like "Update daily plan", it generates a directory name (e.g., new-task-3cda) but may create a different branch name (e.g., UpdateDailyPlan-3cda). This mismatch causes merge failures. Always rename the branch to match the directory name using git branch -m OldName new-task-XXXX to ensure consistency and successful merges.

Dynamic Daily Tasks

Today Schedule (2026-02-18) ▼

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06:00

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09:00

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Planning lists

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

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

No projects found.

⚙️ Zenflow Configuration & Docker Container Testing

🔧 Project Configuration & Docker Container Rebuild Testing (ACTIVE)

Status: IN PROGRESS | Priority: HIGH

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

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

📋 Current Phase: Docker Container Validation

Update (Feb 12, 2026): Added needed modules to Comserv/cpanfile. Now testing Docker container rebuild and application accessibility.

🎯 Next Steps

Rebuild Docker Container:
- Navigate to Comserv directory: cd Comserv
- Build image: docker build -t comserv-test:latest .
- Verify build completes without errors
- Confirm all cpanfile dependencies install successfully
Test Application Access (Port 3000):
- Start container with port 3000 mapped
- Test: curl http://localhost:3000/
- Verify application responds correctly
- Check logs for errors: docker logs [container-id]
Test Application Access (Port 5000):
- Start container with port 5000 mapped (alternative configuration)
- Test: curl http://localhost:5000/
- Verify application responds correctly
- Document port configuration differences
Validate Zenflow Settings:
- Verify .zenflow/settings.json configuration
- Test setup_script: cd Comserv && cpanm --installdeps .
- Test verification_script: perl -cw Comserv/script/comserv_server.pl
- Confirm copy_files patterns work correctly
Integration Testing:
- Test full Zenflow workflow in fresh worktree
- Verify setup script runs successfully
- Verify dev server starts on configured port
- Test verification script catches syntax errors

📝 Completed Tasks

✅ Analyzed repository structure and dependencies
✅ Created .zenflow/settings.json with configuration:
- setup_script: Install Perl CPAN dependencies
- dev_script: Start development server via start-dev-server.sh
- verification_script: Syntax check for Catalyst server
- copy_files: Environment files and database config
✅ Added required modules to Comserv/cpanfile

⚠️ Issues & Blockers

Port Configuration: Need to determine dynamic port assignment per branch (Planning.tt shows 4000-4003 for other workflows, this task uses 3000/5000)
Docker Build Time: First build may take ~5 minutes for CPAN module installation

📚 References

Docker Guide: DOCKER_QUICKSTART.txt
Makefile: Makefile.docker (shortcuts for Docker commands)
Dockerfile: Comserv/Dockerfile
Dependencies: Comserv/cpanfile

🏗️ Infrastructure Resilience & High Availability

🚨 Infrastructure Resilience & HA Project (ACTIVE)

Status: IN PROGRESS | Priority: CRITICAL

Goal: Eliminate single points of failure, implement automated failover, establish disaster recovery with external service backup.

Timeline: 10-14 weeks | Budget: ~$10-40/month for external services

🚨 URGENT NEXT STEPS - IMMEDIATE ACTION REQUIRED

🔴 PRIORITY 1: K8s Management & Monitoring System (192.168.1.50)
- Need: Management and monitoring system for Kubernetes cluster at 192.168.1.50
- Requirements:
  - Dashboard for cluster status (nodes, pods, services, deployments)
  - Resource monitoring (CPU, memory, disk, network per pod/node)
  - Log aggregation and viewing
  - kubectl access via web UI (secure)
- Recommended Tools:
  - Option 1: Kubernetes Dashboard (official, lightweight) + Prometheus + Grafana
  - Option 2: Rancher (full management platform, heavier but comprehensive)
  - Option 3: Lens Desktop (local GUI tool) + Prometheus operator
  - Option 4: K9s (terminal UI) + Prometheus + Grafana for monitoring
- Next Steps:
  1. Evaluate tool options based on team expertise and requirements
  2. Deploy chosen management solution to K8s cluster
  3. Configure Prometheus operator for metrics collection
  4. Set up Grafana dashboards for visualization
  5. Configure access controls and authentication
  6. Document access procedures and common operations
- Status: NOT STARTED | Urgency: CRITICAL
🔴 PRIORITY 2: Debug Mail Server in K8s Pod (192.168.1.175)
- Context: New mail server deployed as K8s pod on 192.168.1.175, experiencing issues
- Debugging Tasks:
  1. Verify pod status: kubectl get pods -n mail-namespace
  2. Check pod logs: kubectl logs <mail-pod-name> -n mail-namespace
  3. Inspect pod events: kubectl describe pod <mail-pod-name> -n mail-namespace
  4. Verify service configuration: kubectl get svc -n mail-namespace
  5. Test network connectivity: Port 25 (SMTP), 587 (submission), 993 (IMAPS), 995 (POP3S)
  6. Verify DNS records: MX, SPF, DKIM, DMARC
  7. Check persistent volume claims: kubectl get pvc -n mail-namespace
  8. Review mail server config (Postfix/Dovecot/etc.) inside pod
  9. Test mail sending/receiving from inside pod
  10. Verify TLS certificates are valid and accessible
- Common Issues to Check:
  - Pod CrashLoopBackOff: Check logs for startup errors
  - Port conflicts: Ensure ports are not already bound
  - Volume mount issues: Verify PVCs are bound and accessible
  - Network policies blocking traffic
  - Firewall rules on 192.168.1.175 blocking mail ports
  - Incorrect environment variables or config maps
- Next Steps:
  1. Access K8s cluster at 192.168.1.175
  2. Run diagnostic commands above
  3. Document findings and error messages
  4. Fix identified issues
  5. Test mail delivery end-to-end
  6. Update documentation with working configuration
- Status: DEBUGGING NEEDED | Urgency: CRITICAL

Phase 0: Plan Management System (Week 1-3) - IN PROGRESS

✅ Create PRD (requirements.md)
⏳ Create Technical Specification
⏳ Design API endpoints for project/step/todo CRUD
⏳ Build .tt templates for plan visualization
⏳ Integrate with project table structure
⏳ Populate Infrastructure HA project as first use case

Deliverable: Plan management system tracking infrastructure project in Comserv app

Phase 1: Database Creation & Service Discovery (Week 4-6) - PENDING

Create separate production and development databases
Implement service discovery (DNS/ProxySQL/failover pool)
Set up MySQL replication (master-slave or master-master)
Configure connection pooling and retry logic
Document VM vs managed service vs containerized pros/cons
Implement backup automation to cloud storage (~$5-10/month)

Deliverable: Production + dev databases with automated failover

Phase 2: Gateway, Mail, Catalyst Resilience (Week 7-9) - PENDING

OPNsense: Second VM with CARP failover OR low-cost external service ($10/month)
Mail: Implement redundancy or external failover
Catalyst: Deploy multiple instances with load balancing
Redis: Configure cluster for session persistence

Deliverable: Resilient gateway, mail, and application tier

Phase 3: Orchestration Platform & App HA (Week 9-11) - PENDING

Decide: Kubernetes vs Docker Swarm (detailed pros/cons in Tech Spec)
Deploy chosen orchestration platform
Migrate Catalyst to orchestrated containers
Implement health checks and auto-healing

Deliverable: Container orchestration with HA features

Phase 4: Monitoring & DR (Week 11-13) - PENDING

Deploy monitoring stack (Prometheus/Grafana)
Configure alerting (within budget)
Implement external service failover ($10-15/month)
Document DR plan and conduct first drill

Deliverable: Monitoring operational, DR plan tested

Phase 5: Testing & Validation (Week 13-14) - PENDING

Fault injection testing for all services
Performance benchmarking
Verify RTO < 5 min, RPO < 5 min
Final production cutover

Deliverable: Fully resilient infrastructure validated

Documentation: View Full Project Details

PRD: .zenflow/tasks/new-task-9cf1/requirements.md (765 lines)

🏗️ Architecture & Infrastructure

Architecture Migration Phase 2 (Migration Strategy)

Status: PENDING | Blockers: API Logging Fix

Finalize schema migration scripts for Phase 2.

Refactor Master Plan Coordination

Status: IN PROGRESS

📊 Schema System Plan & Enhancements

Status: IN PROGRESS

🛡️ Infrastructure Resilience & High Availability Architecture

Status: IN PROGRESS - Phase 0 | Priority: CRITICAL

Zenflow Task: new-task-9cf1 | Branch: new-task-9cf1

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

✅ Recent Progress

✅ Dell 710 Server Sub-Project Added: New sub-project created under Infrastructure HA plan
✅ Kubernetes Control Plane Installed: Deployed on VM 101, ready for configuration
✅ Plan Management System Created: REST API controller and database integration complete
⏳ Project Table Integration: Placeholder for comparing existing project structure to improve server room organization

📋 Objectives

Eliminate single points of failure for Tier 1 services (OPNsense, Mail Gateway, Production DB)
Reduce RTO from 3 days to <1 hour for critical services
Implement automated database failover and multi-environment access strategy
Establish off-site DR capabilities with tested recovery procedures
Define clear VM vs Docker/K8s architecture strategy

🔑 Critical Services in Scope

Tier 1 (Network/Security): OPNsense Gateway, Proxmox Mail Gateway
Tier 2 (Data): Production/Staging/Dev MySQL Databases
Tier 3 (Application): Catalyst Application Server, Mail Server
Tier 4 (Infrastructure): Dell 710 Server, Kubernetes Cluster (VM 101 Control Plane)

🏗️ Infrastructure Components

Dell 710 Server:
- Sub-project created under Infrastructure HA plan
- Role: Additional compute/storage capacity for HA architecture
- Status: Hardware ready, integration planning phase
Kubernetes Control Plane (VM 101):
- Status: Installed, ready for configuration
- Next Steps: Configure worker nodes, network policies, storage classes
- Purpose: Container orchestration for application HA
Project Structure Comparison (Placeholder):
- 📊 Integration Point: Connect with existing Project table to analyze server room layout
- 🎯 Purpose: Compare current infrastructure projects with planned HA architecture
- 💡 Suggestion: Consider creating "Server Room Infrastructure" as parent project with sub-projects for each Proxmox host
- 📝 Next Step: Query Project table for infrastructure-related projects, create mapping to HA plan phases

❓ Key Technical Decisions

VM vs Container Strategy: When to use Proxmox VMs vs Docker vs K8s (hybrid approach recommended)
Database Access: DNS-based routing (mysql-prod.local) vs port-based vs IP-based separation
Database Failover: ProxySQL + MySQL replication vs Galera Cluster vs managed service
Off-site DR: Cloud replicas, backup location, frequency, retention policies
Migration Path: Phased rollout strategy, testing approach, rollback procedures
Server Room Organization: How to integrate Dell 710 into existing infrastructure hierarchy

📊 Success Metrics

RTO < 1 hour for Tier 1, < 4 hours for Tier 2/3
RPO < 1 hour for all database data
Successful DR drill (simulate host failure) with documented recovery
Zero single points of failure for critical services
Automated failover for database and application layers
K8s control plane (VM 101) configured and managing worker nodes

📁 Documentation

Full feature specification: INFRASTRUCTURE_HA_FEATURE.md
Implementation plan: .zenflow/tasks/new-task-9cf1/plan.md
Technical spec: .zenflow/tasks/new-task-9cf1/spec.md

🚀 Current Phase: Phase 0 - Plan Management System

✅ Step 0.1: Create Plan Management Controller (COMPLETED)
⏳ Step 0.2: Create Plan Management Template (NEXT)
📋 Step 0.3: Populate Infrastructure HA Project in database
🧪 Step 0.4: Write Integration Tests for Plan Management

🔜 Upcoming Phases

Phase 1: Database HA & Service Discovery (Weeks 4-6)
Phase 2: Gateway, Mail, Catalyst Resilience (Weeks 7-9)
Phase 3: Orchestration Platform Deployment - Configure K8s cluster (Weeks 9-11)
Phase 4: Monitoring & Disaster Recovery (Weeks 11-13)
Phase 5: Testing & Validation (Weeks 13-14)

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

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

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

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

📋 Overview

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

📊 API Project from Database

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

Name: API System Setup & Domain Migration

Status: In-Process

Developer: Development Team

Timeline: 2026-02-10 → 2026-03-31

Estimated Hours: 160

View Details | Edit Project

No sub-projects found.

🎯 Key Deliverables

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

📊 Implementation Phases (7 Phases, 30 Tasks)

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

📁 Documentation & Resources

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

✅ Success Criteria

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

🔗 Related Projects

🤖 Fix updateprompt.pl API Logging

Status: PENDING

Update Format & Multi-Plan Support

Status: PENDING

📅 Planning System

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

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

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

📋 Overview

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

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

📊 Planning System Project from Database

Planning System

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

View Details | Edit Project

No todos found for this project. Add a todo

No sub-projects found. Add a sub-project

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

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

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

Status: COMPLETE

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

📋 Tasks:

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

Deliverables:

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

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

⏳ Phase 1: Database Environment Management (PENDING)

Status: PENDING

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

📋 Tasks:

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

Dependencies: Phase 0 complete

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

⏳ Phase 2: Database Schema & Models (PENDING)

Status: PENDING

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

📋 Tasks:

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

Dependencies: Phase 1 complete

Verification: All syntax checks passed, schema sync pending

⏳ Phase 3: Data Seeding (PENDING)

Status: PENDING

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

📋 Tasks:

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

Dependencies: Phase 2 complete

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

⏳ Phase 4: Access Control Utilities (PENDING)

Status: PENDING

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

📋 Tasks:

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

Dependencies: Phase 3 complete

Verification: Run unit tests, manually test permission checks

⏳ Phase 5: Plan Controller (PENDING)

Status: PENDING

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

📋 Tasks:

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

Dependencies: Phase 4 complete

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

⏳ Phase 6: Daily Plan Template (PENDING)

Status: PENDING

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

📋 Tasks:

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

Dependencies: Phase 5 complete

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

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

Status: PENDING

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

📋 Tasks:

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

Dependencies: Phase 6 complete

Verification: Visual inspection, navigate between views

⏳ Phase 8: Project-Documentation Integration (PENDING)

Status: PENDING

Objective: Implement project linking and documentation mapping features.

📋 Tasks:

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

Dependencies: Phase 7 complete

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

⏳ Phase 9: Audit Trail Viewer (PENDING)

Status: PENDING

Objective: Implement audit trail viewing and filtering.

📋 Tasks:

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

Dependencies: Phase 8 complete

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

⏳ Phase 10: URL Migration & Routing (PENDING)

Status: PENDING

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

📋 Tasks:

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

Dependencies: Phase 9 complete

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

⏳ Phase 11: Todo Controller Integration (PENDING)

Status: PENDING

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

📋 Tasks:

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

Dependencies: Phase 10 complete

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

⏳ Phase 12: Testing & Verification (PENDING)

Status: PENDING

Objective: Comprehensive testing across all implemented features.

📋 Tasks:

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

Dependencies: Phase 11 complete

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

⏳ Phase 13: Documentation & Cleanup (PENDING)

Status: PENDING

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

📋 Tasks:

⏳ Create user documentation
⏳ Create admin documentation
⏳ Update developer documentation
⏳ Archive obsolete files
⏳ Update README.md or project documentation

Dependencies: Phase 12 complete

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

⏳ Phase 14: Production Deployment (PENDING)

Status: PENDING

Objective: Deploy to production with database migration and monitoring.

📋 Tasks:

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

Dependencies: Phase 13 complete

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

📁 Documentation

Requirements: .zenflow/tasks/new-task-3cda/requirements.md
Technical Spec: .zenflow/tasks/new-task-3cda/spec.md
Implementation Plan: .zenflow/tasks/new-task-3cda/plan.md

🚀 Sub-Project: ToDo System Comprehensive Update

Status: PENDING

Parent Project: Planning System | Priority: HIGH

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

Key Objectives

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

Related Todos from Todo System

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

Step 1: Schema & Data Model (Core Infrastructure)

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

Project Description

Enhanced AI Chat system with multi-agent architecture, external API integration, and conversation management.

**Phase 1 - Foundation (Current)**
- Database setup (user_api_keys table migration)
- API key management with AES-256 encryption
- Conversation persistence and resume functionality
- Ollama 500 error fix (completed)

**Phase 2 - Agent System**
- Agent routing and configuration (.zencoder/coding-standards.yaml)
- Agent selection UI with role-based filtering
- @agent mention parsing
- Agent metadata tracking in database

**Phase 3 - Advanced Features**
- Agent handoff commands (Pass to [agent])
- Multi-provider support (X.AI/Grok, OpenAI, Claude)
- Enhanced model selection with provider grouping
- External API integration and testing

**Phase 4 - Integration 
                                

📝 Notes: Zenflow: aichatsystem-ef4e (port 4001) | Branch Review: .zenflow/tasks/aichatsystem-ef4e/branch-review-findings.md | Database: user_api_keys migration required | Replaces: ai-chat-system-8434 branch work

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

✅ Branch Review Completed (Feb 6, 2026)

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

📋 Primary Objectives (4 Phases)

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

🎯 Phase 1: Foundation (Current)

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

🔑 Existing Features (Already Working)

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

🏗️ Architecture

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

🚀 Implementation Roadmap

Phase 1: Foundation (2-3 days)

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

Phase 2: Agent System (3-4 days)

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

Phase 3: Advanced Features (4-5 days)

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

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

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

📁 Documentation

Requirements: requirements.md
Technical Spec: spec.md
Implementation Plan: plan.md
Branch Review: branch-review-findings.md

🔧 Action Required

Database Migration Needed:

mysql -h 192.168.1.129 -u root -p comserv < Comserv/db/migrations/create_user_api_keys_table.sql

Environment Variable:

export API_KEY_ENCRYPTION_KEY="your-32-character-key"

🔗 Related Systems

📝 ToDo System Update Plan

🚀 ToDo System Comprehensive Update

Status: PENDING

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

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

Key Objectives

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

Step 1: Schema & Data Model (Core Infrastructure)

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

Step 2: Add/Edit Form Enhancements

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

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

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

Step 4: Sequential Dependency Logic

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

Step 5: Migration & Cleanup Plan

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

Step 6: Data Integrity & Cascade Logic

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

Summary of Files to Modify/Create

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

System Integrations (Dependencies & Context)

Planning: Planning.tt (This file)
Projects: Project Management System
Logs: Log.pm Controller
AI Integration: AiConfiguration.tt
Master Plan Coordination: MasterPlanCoordination.tt

Advanced Usage

Use the API endpoints programmatically.

Troubleshooting

API returns 401: Check token validity.

Master Plan Coordination Dashboard

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

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

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

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

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

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

🔴 MASTER COORDINATION DOCUMENT

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

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

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

Master Plan Coordination Architecture & Monitoring Rules

🏗️ Coordination Architecture Principle

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

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

Architecture Rules

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

Master Plan Updater Agent: Monitoring Checklist

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

✅ Plan Count Sync

Count all plans in "All Plans Inventory" (source of truth)
Verify every section references same count (currently 26 plans)
Look for: "X of Y plans", plan lists, plan counts
Alert: Log divergence to prompts_log.yaml

⚖️ Document Size Efficiency

Count lines in each summary section
Threshold: 500 lines per section maximum
If exceeded: extract detailed content to separate .tt file
Replace with link: "See [Section Name] for details"

🔗 Coordination Architecture

For each plan: verify dedicated .tt file exists
Master plan = links only, 1-2 sentence summary
Detailed content (>50 lines) = belongs in plan file, not master
Create link if plan file missing

📝 Update Process

Execute Step 9: Verify Plan Count Sync
Execute Step 10: Monitor Document Size
Execute Step 11: Enforce Coordination Architecture
Log all checks to prompts_log.yaml

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

⚠️ TERMINOLOGY CONFUSION DISCOVERED (Chat 33)

Agents frequently confuse these two critical operations:

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

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

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

Individual Plan File Structure Template

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



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

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

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

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

## Resource Requirements
- Team members, hours, tools

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

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

📦 Complete Feature & Controller Audit

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

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

Feature Statistics

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

Feature Readiness Status

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

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

🎮 Complete Application Route Handlers

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

Site-Specific Systems (8 Total)

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

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

Core Feature Controllers (15 Total)

Primary controllers implementing major system features accessible across multiple sites.

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

Infrastructure & Integration Controllers (15 Total)

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

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

User & Site Management Controllers (11 Total)

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

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

Controllers Documentation Status Summary

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

Controllers by System Purpose

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

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

🔧 System Utility Classes & Support Infrastructure

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

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

Utilities Documentation Status

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

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

💾 Database Entity Mapping & DBIx::Class Result Classes

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

Core Models by Feature Area

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

Models Documentation Status

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

Complete Models List (70+ Total)

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

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

Current Portfolio Overview

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

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

Key Statistics

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

2.5. Systems & Projects Container

📦 Click to expand: All Systems with Project Mappings

Systems Master - All Systems & Projects

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

📦 Systems Organization

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

🤖 AI & Productivity Systems

AI Chat System

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

📄 Documentation | 📋 Master Audit | 🚀 Access System

Todo System

Hierarchical task management with project support and time tracking.

📄 Documentation | 📋 Feature Guide | 🚀 Access System

Documentation System

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

📄 Overview | 📋 Workflow | 🚀 Access System

Status: Active with 314+ documentation files

Workshop System

Training and workshop management across multiple sites.

📄 Documentation | 🚀 Access System

Status: Active

📚 Domain-Specific Knowledge & Site Systems

ENCY (Encyclopedia)

Comprehensive biological and ecological database with medicinal plants and organisms.

📄 Documentation | 🚀 Access System

BMaster (Bee Apiary)

Specialized bee apiary management and tracking system.

📄 Documentation | 🚀 Access System

MCoop (Monashee Coop)

Cooperative management system for shared resources and member coordination.

📄 Documentation | 🚀 Access System

Ve7tit (Radio Comms)

Amateur radio communications and network management system.

📄 Documentation | 🚀 Access System

WeaverBeck (Genealogy)

Family genealogy and heritage documentation system.

📄 Documentation | 🚀 Access System

Shanta (Personal)

Personal and household management system.

📄 Documentation | 🚀 Access System

Forager (Wild Plants)

Foraging resource management and wild plant tracking system.

📄 Documentation | 🚀 Access System

CSC (Community/Code Space)

Community space and maker-space management system.

📄 Documentation | 🚀 Access System

USBM (Bureau/Management)

Organization and bureau management system.

📄 Documentation | 🚀 Access System

🔧 Infrastructure & Integrations

Proxmox Integration

Virtual machine management via Proxmox VE API integration.

📄 Documentation | 🚀 Access System

Cloudflare Integration

DNS and domain management via Cloudflare API.

📄 Documentation | 🚀 Access System

Ollama AI Integration

Local AI model inference without external APIs.

📄 Documentation

Database Schema Management

Dynamic database schema creation, comparison, and migration.

📄 Documentation | 🚀 Access System

👥 User & Site Management

Authentication System

Multi-layered user authentication and session management.

📄 Documentation | 🚀 Access System

User Management

User account creation, roles, and permissions control.

📄 Documentation | 🚀 Access System

Multi-Site Management

Support for multiple independent sites with separate databases and themes.

📄 Documentation | 🚀 Access System

Theme System

Per-site CSS/JS themes and visual customization.

📄 Documentation | 🚀 Access System

Navigation System

Dynamic menu generation and navigation structure management.

📄 Documentation

⚙️ Administrative Tools & Systems

Admin Panel

System administration, backup/restore, and diagnostics.

📄 Documentation | 🚀 Access System

Backup Manager

Database backup creation, scheduling, and restoration.

📄 Documentation | 🚀 Access System

Logging System

Centralized logging and application event tracking.

📄 Documentation | 🚀 Access System

Health Monitoring

System health checks and diagnostics.

🚀 Access System

📁 Active Projects

→ View All Projects

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

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

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

Plan A.1: PRODUCTION_DB_KUBERNETES_MIGRATION_PLAN.tt

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

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

Plan A.2: Phase0KubernetesReadinessPlan.tt

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

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

Plan A.3: CREDENTIALS_AUDIT_AND_PLAN.tt

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

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

Plan B.1: docker_secrets_fallback_debugging_plan.tt

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

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

Plan B.2: authentication_evolution_plan.tt

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

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

Plan B.3: zencoder_reset_plan.tt

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

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

Plan C.1: DOCUMENTATION_SYSTEM_AUDIT_PLAN.tt

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

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

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

[DAILY PLAN] Wednesday, February 18, 2026

[TODAY'S FOCUS]

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#1 CRITICAL: Fix Todo Display Bug

#2: API Auth Migration

Plan A.2: K8s Readiness Assessment