M1 5t internal pilot ready

dft core (Sr Engineer Architect)

• ☑Remove init_sql and migrate setup patterns to query composition Done — Deprecate and remove `init_sql`/`init_sql_file`, then migrate setup use cases to reusable query imports (for example `_…
• ☑Add chart renderer registry and mechanical Vega renderer Completed — Introduce renderer-family dispatch, rebuild standard Vega-Lite translation around resolved chart semantics, and make la…
• ☑Bootstrap dft init for one-command serve in dbt repos CompletedPR #782PR at 2026-03-24T20:53:55-07:00 — Problem: serving a real dbt analytics repo currently needs long commands with explicit face paths project-dir and adapt…
• ☑Build chart intent and enrichment pipeline Completed — Introduce ChartIntent, EnrichmentPatch, ResolvedChart, RenderArtifact, and the authored/enriched/config precedence flow…
• ☑Compile effective chart presentation defaults before render CompletedPR #826 — Move static chart presentation defaults out of renderer-time merge layering and into a compiled effective defaults cont…
• ☑Create canonical chart profile mapping layer before Vega-Lite emission CompletedPR #848PR at 2026-03-27T09:21:05-07:00 — Establish a dedicated mapping/profile boundary between the compiled Dataface chart contract and emitted Vega-Lite specs…
• ☐Create Dataface chart option profile registry and stance overlay — Define the authored Dataface stance layer over the full chart contract so each chart option family records keep/rename/…
• ☑Document faces/ directory convention and dbt project setup Completed — Fix all docs to use faces/ as the canonical dashboard directory. Add Adding Dataface to an Existing dbt Project guide t…
• ☑Ensure dbt generate_schema_name-safe BigQuery ref source resolution Completed — Audit and harden Dataface dbt SQL execution so ref and source resolution for BigQuery uses dbt relation identity semant…
• ☐Generate chart spec docs examples and regression corpus from the typed contract Waiting on create-dataface-chart-option-profile-registry-and-stance-overlay — Generate human-facing chart spec pages, examples, and regression fixtures from the typed chart contract plus Dataface s…
• ☑Generate full Vega-Lite Pydantic chart layer from vendored schema CompletedPR #851 — Generate the full Vega-Lite chart contract as a fully defined Pydantic compatibility layer from the vendored schema, th…
• ☑Move chart output conversion into render converters Completed — Relocate chart export conversion out of chart semantics and route SVG, PNG, and PDF conversion through render/converter…
• ☑Rebuild geo renderer on resolved chart pipeline Completed — Adapt geo rendering to the new intent/enrichment/resolution pipeline with shared source, join, projection, and tooltip…
• ☑Refactor chart renderer boundaries and dispatch Completed — The chart rendering layer still mixes orchestration, Dataface JSON serialization, SVG-native export conversion, and Veg…
• ☑refactor: Move database/source detection from playground to core Completed — Move database/source detection into dft core so playground and hosted surfaces share one canonical detection path.
• ☑Scan chart code for hardcoded defaults config wrappers and unnecessary local aliases CompletedPR #850 — Audit chart compile/render code for hardcoded in-code values, get_some_value style config wrappers, and unnecessary loc…
• ☑Type chart config and settings from compiled presentation contract CompletedPR #846PR at 2026-03-27T07:45:36-07:00 — Tighten Dataface-owned chart config and settings surfaces into typed models after the compiled presentation-defaults co…
• ☑Deduplicate geo chart rendering and config ownership Completed — The geo rendering code still duplicates point-map and layered-point-map behavior across geo source resolution, projecti…
• ☑Extract shared Vega-Lite spec builder helpers Completed — Chart-specific Vega-Lite generators still repeat the same spec assembly patterns for title handling, dimensions, toolti…
• ☑Tighten chart enrichment and type inference boundaries Completed — Chart enrichment and type inference still cross module boundaries in ways that blur responsibilities between render-tim…
• ☑Wire chart aspect ratio from YAML config (global + per-type) and document layout sizing Completed — Implement aspect-ratio-driven sizing using default_config.yml as the single source of truth; add per-chart-type overrid…
• ☑Wire markdown-svg to Dataface font config and vendored Inter CompletedPR #771PR at 2026-03-24T20:20:23-07:00 — Face markdown uses mdsvg without passing font_path; Style from _get_compact_style omits config font_family. Align mdsvg…

cloud suite (UI Design and Frontend Dev)

• ☑Embed AI agent and MCP actions in dashboard/chart builder pages Completed — Integrate AI agent and MCP actions directly into Suite dashboard and chart creation pages for pilot analyst workflows.
• ☑Suite chart creation and settings editing UX pass Completed — Improve rough chart creation and chart settings editing UX in Suite to a pilot-usable baseline for internal analysts.
• ☑Suite Google login for pilot Completed — Productionize Google login in Cloud Suite as the primary account authentication path using the existing django-allauth…
• ☑Fix favicon and dashboard route 404s found in QA exploration Completed — Investigate and fix the remaining favicon.ico 404 and the dashboard route-level 404 surfaced by qa-explore so console d…
• ☑Polish dashboard chrome: favicon, breadcrumbs, and action rail Completed — Fix the missing favicon 404, relax over-truncated dashboard/project breadcrumb labels, and improve the dashboard right-…
• ☑Split shared cloud chat UI into stream render and format modules Completed — Refactor apps/cloud/static/js/chat/chat.js into smaller modules that separate SSE transport, message/tool rendering, an…

inspect profiler (Sr Engineer Architect)

• ☑Enable profiler drill-in/out links across table, schema, and column dashboards Complete — Add working navigation links so analysts can move from table profiles into schema/column dashboards and back out withou…
• ☑Profiler payload and UX contract ready for extension consumption Completed — Stabilize inspect/profiler output contract and UX assumptions so extension embedding is reliable for M1 pilot.
• ☑Add histogram bins and date distributions to profiler Completed — Add profiler histogram bins and date distributions so analysts can understand value spread and temporal density at a gl…
• ☑Add spark bar chart type for profiler column cards Completed — Add spark bar chart support for profiler column cards to improve compact distribution and completeness scanning.
• ☑IDE inspector: use cached inspect.json before querying database Completed — All profiler surfaces should read from inspect.json as single source of truth. Never auto-profile — prompt user on cach…
• ☑Inspector cleanup wave 1 architectural decomposition and contract hardening Inspector cleanup and open-source hardening CompletedPR #722PR at 2026-03-22T23:23:53-07:00 — Plan and execute a deeper inspector cleanup pass that decomposes oversized inspector modules, tightens internal APIs, i…
• ☑Inspector: fetch and display database column comments Completed — Fetch and display database column comments in inspector so semantic context from warehouses is visible during analysis.
• ☑Eliminate all custom HTML - dataface YAML everywhere Completed — Replace all hand-crafted HTML across the extension and server with dataface YAML rendered through the normal compile/re…
• ☑Refactor TableInspector inspection pipeline for maintainability Completed — Reduce the complexity of TableInspector._inspect_table_inner by extracting private helpers while preserving profiler be…

mcp analyst agent (Data AI Engineer Architect)

• ☑Extract shared chat.js and chat_stream SSE endpoint Completed — Extract the shared chat component chat.js and chat_stream SSE endpoint as a standalone M1 task. This resolves the depen…
• ☑MCP tooling contract for extension + Copilot dashboard/query generation Completed — Define and harden MCP tool inputs/outputs so extension and Copilot can reliably generate dashboards and queries in pilo…
• ☑Unify Cloud AI Tool Dispatch to Use Canonical MCP Tools AI Agent Surfaces Completed — Replace the bespoke _execute_tool_sync() in apps/cloud/apps/ai/views.py (which only supports 4 tools: validate_yaml, te…
• ☑Wire Playground AI to use MCP tools instead of bespoke tool set Completed — The Playground app currently maintains its own bespoke AI tools - validate_yaml, test_yaml_execution, execute_query_res…
• ☑Add JSON render output format Completed — Add format=json to the render pipeline that walks the layout tree, executes queries, resolves charts, and returns the r…
• ☑Refactor Cloud AI chat stream into scoped execution services Completed — Refactor apps/cloud/apps/ai/views.py chat_stream into smaller scope-resolution, tool-execution, and SSE-streaming units…
• ☑Replace AI tool dispatch switch with registry-backed handlers Completed — Refactor dataface/ai/tools.py so canonical tool schemas and handlers are registered in one place instead of maintained…
• ☑Save dashboard MCP tool - persist agent work to project CompletedPR #806PR at 2026-03-25T13:03:44-07:00 — Add a save_dashboard MCP tool that writes agent-generated YAML to the project file system. Currently all tools are stat…
• ☑Scope playground MCP surface to playground sources Completed — Refactor the shared AI/MCP surface to accept an injected context for adapter registry, dashboard directory, base dir, a…
• ✕Wire Dataface to internal analytics repo and BigQuery source Cancelled — Set up the Dataface-side access path to the internal analytics warehouse and sibling analytics dbt repo. Use /Users/dav…
• ☑Add resolved YAML render output format Completed — Add a format=yaml output that produces a resolved dataface YAML -- auto chart types filled in, auto-detected fields exp…
• ☑Type terminal agent event protocol and provider stream adapters Completed — Refactor the terminal agent loop introduced in dataface/ai/agent.py and dataface/ai/llm.py to use explicit typed event…

ft dash packs (Data Analysis Evangelist and AI Training)

• ☑Populate Faketran application database models for fake companies Completed — Audit vendored Faketran fake-company sources for internal application database coverage, then populate and validate the…
• ☐Transform mockusign_dbt into realistic dbt project with staging/marts — Shape the canonical e-sign demo dbt (historically `mockusign_dbt`; may be `dundersign_dbt` or successor) as a Nimble-al…
• ☑Vendor faketran as a monorepo lib and replace mockusign/gruber datasets Completed — Pull `faketran` into this monorepo as a repo-owned library/module and replace the current mockusign/gruber example data…

ide extension (Head of Engineering)

• ☑IDE extension usability hardening for internal analyst pilot CompletedPR #726PR at 2026-03-23T00:15:19-07:00 — Harden extension UX so YAML editing, validation, preview, and error recovery are smooth enough for non-engineer interna…
• ☑Profiler surface in IDE extension is pilot-ready CompletedPR #728PR at 2026-03-23T00:16:46-07:00 — Deliver profiler and inspector surfaces in VS Code/Cursor extension with stable rendering, interactions, and fallback b…
• ✕Enable internal analyst IDE flow Cancelled — Ship a stable VS Code/Cursor flow for YAML editing, validation, and preview in pilot usage.
• ☑Open in browser regression coverage and shell-safe serve launch Completed — Add end-to-end openInBrowser regression tests and harden VS Code terminal command construction for project-dir paths.
• ☑Split VS Code inspector runtime from webview controller Completed — Decompose apps/ide/vscode-extension/src/inspector/inspector-panel.ts by extracting server/runtime orchestration, naviga…

chart library (rj)

• ☑M1 pilot chart batch CompletedPR #845PR at 2026-03-27T07:32:37-07:00 — Establish a functional batch of basic chart types for the analyst pilot, with chart behavior that is reliable enough fo…
• ☑Choose primary sans typeface for Dataface Completed — Evaluate candidate sans typefaces for Dataface UI and chart surfaces, choose a primary family, and capture the decision…
• ☑Define chart scaffold gray ladder and neutral roles Completed — Capture the chart scaffold gray research, lock the M1 neutral role model for titles, labels, guides, and surfaces, and…
• ☐Define first default chart structure preset Planned — Investigate and define the first default chart structure preset for M1, including axis side posture, guide and grid phi…
• ☑Define initial chart color palette system CompletedPR #815 — Research, define, document, and implement the first Dataface chart color system: the single-series blue, the default ca…
• ☑Implement Inter as primary sans in Dataface charts CompletedPR #737PR at 2026-03-23T15:39:12-07:00 — Apply Inter as the primary sans-serif typeface for Dataface chart and data-dense UI surfaces, including numeric default…
• ☑Implement tonal foundations for Dataface neutrals CompletedPR #763PR at 2026-03-24T03:18:22-07:00 — Implement the initial tonal foundation decisions for the Dataface neutral system: use #1A1A1A as the darkest default in…
• ☐Investigate structure-level axis visibility config not applying in standard charts — Document why vega.config.axisX.labels=false is emitted but standard charts still render x-axis labels, including eviden…
• ☐M1 consistent category color mapping across charts Planned — Investigate and design a top-level category color mapping system so repeated semantic values such as Accessories, Elect…
• ☐M2 investigate chart dimension and plot-area control — Chart layout tuning exposed a gap between dashboard container sizing and actual chart drawing-area behavior. In the M1…
• ☑Restructure chart family docs and navigation Completed — Rework the chart docs navigation around chart families, build stable family pages for line graphs, sector charts, bar c…
• ☑Add chart subtitle support CompletedPR #831PR at 2026-03-26T22:33:54-07:00 — Add first-class subtitle support for chart rendering across the compile and render pipeline. Extend chart schema/types…
• ☑Choose narrative serif typeface for Dataface CompletedPR #740PR at 2026-03-23T16:24:45-07:00 — Select a serif companion typeface for narrative headlines and selected annotation labels after the primary sans decisio…
• ☑Define asymmetric independent and dependent axis treatments Completed — Research and define when Dataface should treat independent and dependent axes differently in chart structure and textur…
• ☑Refine hero-vs-warms categorical palette Completed — Preserve the current hero-vs-warms draft, refine its support-band logic, and decide whether it should ship as a second…

context catalog nimble (Data AI Engineer Architect)

• ☑AI_CONTEXT beta health and readiness scorecard Completed — Define and track AI_CONTEXT beta health metrics so M1 go/no-go is based on coverage, quality, and analyst usability sig…
• ☑AI_CONTEXT layer 6 relationship mapping for pilot datasets Layer 6 Relationship Mapping Completed — Implement cross-table relationship mapping in AI_CONTEXT so join graph context is available to agents during M1 workflo…
• ☑AI_CONTEXT metadata contract v1 for pilot MCP Catalog and Agent Tools Done — Solidify AI_CONTEXT data format into a versioned contract with clear field semantics and compatibility rules for beta u…
• ☑Description priority merge in MCP context output Description Enrichment Pipeline Completed — Implement deterministic description-source merging in MCP context output so AI tools receive stable best-available sema…
• ☑Ingest dbt schema.yml descriptions into AI_CONTEXT Description Enrichment Pipeline Done — Merge dbt model and column descriptions into AI_CONTEXT so human-authored semantics are available during pilot analysis.
• ☑AI_CONTEXT grain and fanout risk signals (beta subset) Grain Inference and Fanout Risk Completed — Ship grain candidate, join multiplicity, and fanout risk metadata in AI_CONTEXT to reduce unsafe aggregate query genera…
• ☑dft inspect native CSV support via ephemeral DuckDB Completed — dft inspect cannot profile CSV sources today because the inspector only supports SQL databases. It should handle CSVs n…
• ☑dft inspect: build complete self-contained catalog in target/inspect.json Completed — dft inspect should be the single command that builds a complete, self-contained catalog artifact in target/inspect.json…
• ☑Incremental dft inspect with lineage-aware change detection Completed — dft inspect should skip re-profiling tables whose source data and upstream lineage have not changed since the last insp…
• ☑Move playground examples to DuckDB and ship pre-built inspect.json Completed — Playground examples currently use raw CSV files via CsvAdapter with Python stdlib csv.DictReader - no SQL, no joins, no…
• ☑search_dashboards MCP tool for pilot context workflows MCP Catalog and Agent Tools Completed — Add search_dashboards MCP tool so pilots can discover relevant existing dashboards and reuse validated query patterns.
• ☑Research deterministic column fanout risk signals and AI context surfacing Grain Inference and Fanout Risk Completed — Synthesize how fanout risk maps to columns versus edges deterministic profiling and dbt signals and options to surface…

dashboard factory (Data Analysis Evangelist and AI Training)

• ☑Add dashboard review-and-revise workflow Completed — Define and pilot a second-pass dashboard review workflow that inspects rendered dashboards with real data, captures rev…
• ☑Add dft init for dbt-native repo bootstrap Completed — Implement a first-class dft project bootstrap command for existing repos, especially dbt repos that will store dashboar…
• ☑Add master plans daily activity page Completed — Track completed tasks by day with owners, completers, and linked PRs, including merged PRs not tied to tasks.
• ☑Build tasks DuckDB SQL metrics pipeline for milestone dashboards Completed — Export planning data to Parquet, query via DuckDB, and drive milestone header visualizations from SQL so progress views…
• ☑Create analytics repo Dataface branch and bootstrap workflow CompletedPR #725PR at 2026-03-23T00:08:40-07:00 — Set up the internal analytics repo as a first-class Dataface example-customer repo for analyst work. Create and documen…
• ☑Own Vega-Lite schema snapshot and chart defaults Completed — Vendor the Vega-Lite schema as a tracked compile-time artifact, add a dedicated chart defaults YAML for Dataface house…
• ✕Add render command for precomputed dashboard data artifacts Cancelled — Cancelled — superseded by add-resolved-yaml-render-output-format (frozen valid YAML) and completed add-json-render-outp…

infra tooling (Sr Engineer Architect)

• ☑Harden cbox sandbox bootstrap with PATH, pre-commit, and git auth health checks Done — Eliminate recurring sandbox runtime failures by standardizing environment bootstrap and adding startup health checks fo…
• ☑Host Dataface on Fivetran GCP CompletedPR #733PR at 2026-03-23T11:08:04-07:00 — Stand up and harden the canonical GCP runtime path for internal pilot usage, including deploy auth hardening and intern…
• ☐M1 pilot closure, operations, and go-no-go — Own the M1 closure artifact: verify exit-criteria evidence, establish pilot ops cadence and runbook/checklist, track op…
• ☐Move task ready queue intent out of frontmatter and add kickoff flow — Eliminate merge-conflict churn caused by using task frontmatter status=ready as the queue signal. Design and implement…
• ☑Add full-name output mode for cbox list Done — Prevent manager confusion from truncated session names by supporting a full-width/raw list mode.
• ☑Add lightweight qa-explorer verification artifacts and trace capture Completed — Upgrade qa-explorer local visual verification with lightweight, ephemeral, gitignored per-run artifacts instead of repo…
• ☑Add per-worktree local port bundles for dispatch QA Completed — Allocate unique local serve ports for each dispatched worktree, write a worktree-local ports file similar to .cbox-port…
• ☑Add startup and post-pull task-manager reconcile hooks CompletedPR #847PR at 2026-03-27T08:09:29-07:00 — Add a second-stage reconciliation command/hook that runs at manager startup and after git pull to prune stale register…
• ☑Add strict team owner validation and team listing to plans CLI CompletedPR #769PR at 2026-03-24T20:20:23-07:00 — Require task and initiative owners to resolve to a known person or role under tasks/team, with clear errors for unknown…
• ☑Add task-manager reconciliation and cleanup passes for stale register and metadata drift Completed — Add periodic reconciliation so the task manager checks for stale register entries, completed-but-unreconciled worktrees…
• ☑Add tasks serve CLI and local server with heartbeat or task-manager status UI CompletedPR #712PR at 2026-03-22T14:05:13-07:00 — Extend the plans or tasks CLI with a serve subcommand that runs a lightweight local server: render master plan markdown…
• ☑Align cbox bootstrap/health docs with actual commands Done — Fix canonical and wrapper docs where bootstrap and git auth health-check commands diverge from implementation.
• ☑Auto-reconcile merged PRs and orphaned in-progress tasks in task manager CompletedPR #835PR at 2026-03-26T23:48:26-07:00 — Extend task-manager cleanup so heartbeat/reconcile can automatically mark tasks completed when their PR is merged, demo…
• ☑Build tmux task manager orchestration loop and task metadata CompletedPR #693PR at 2026-03-18T21:51:30-07:00 — Add task readiness/dependencies/timing metadata, a tmux-hosted Claude manager, and a heartbeat/register flow for host-s…
• ☑cbox manager default parent-branch policy Done — Make manager-launched sandboxes default to the manager's active branch (not main) unless explicitly overridden with --p…
• ☑CBox manager interactive stall detection and recovery Done — Detect and recover manager flows stuck at interactive prompts (e.g. /pr-lite menus, blocker prompts) with deterministic…
• ☑CBox Process: diagnose and hard-fail silent cbox review failures in sandboxes Done — Observed in M1-INFRA-027 forensic run: sandbox had CBOX_CONTAINER=1 so cbox review should use _run_review_in_tmux, but…
• ☑CBox Process: hard-block PR when cbox review runtime is missing Done — Observed during M1-INFRA-027: sandbox /pr flow offered 'skip review, open PR' when Docker/Podman missing, leading to PR…
• ☑CBox review prompt context isolation on sandbox restart Completed — Observed restart path where sandbox opened with stale review prompt context (.cbox/.review-prompt.md flow). Ensure sand…
• ☑CBox sandbox bootstrap health parity for python and pre-commit Completed — Repeatedly observed on fresh sandbox start: bootstrap health checks fail for python and pre-commit immediately after se…
• ☑CBox sandbox git metadata path isolation Done — Fix sandbox git commands failing because worktree metadata points to host paths (e.g., '/Users/.../.git/packed-refs').…
• ☑CBox sandbox session liveness drop detection and recovery Done — Observed manager incident: sandbox session disappeared ('No session found') while worktree/branch remained intact. Add…
• ☑cbox sandbox sessions can exit unexpectedly during long task handoff Completed — Track issue 423 in tasks after retiring GitHub Issues as the active backlog.
• ☑CBox sandbox startup-timeout diagnostics Done — Surface actionable diagnostics when wait_for_prompt times out during sandbox or review startup, replacing opaque "Timeo…
• ☑cbox send false-positive delivery when sandbox TUI ignores input Completed — Investigate and fix cases where cbox send reports success after tmux send-keys, but the target sandbox Claude TUI does…
• ☑CBox session registry stale after sandbox kill Done — Observed during manager cleanup: 'cbox new --list' continued showing a killed sandbox while 'cbox list' showed no sessi…
• ☑CBox setup-worktree ROOT_WORKTREE_PATH fallback Completed — Harden worktree setup so cp from root .env succeeds when ROOT_WORKTREE_PATH is unset by deriving the root path from git…
• ☑Configurable review timeouts and stall detection Done — Add configurable review timeout (CLI flag + env var) with 20m default, and stall detection that distinguishes slow-but-…
• ☑Converge plans and plan commands to a single task CLI surface CompletedPR #770PR at 2026-03-24T11:46:22-07:00 — Rename just plan task/initiative to just task/initiative, rename .claude/commands plan-task and plan-initiative to task…
• ☑Decouple task workflow from cbox CLI — add /cbox-task command surface Done — Keep core cbox generic and make task workflow optional via a composable skill/command layer.
• ☑Detect open PR conflicts after reconcile and auto-rebase safe task branches Completed — Extend task-manager reconcile so it discovers open PR-backed tasks even when root frontmatter is stale, probes mergeabi…
• ☑Finish visual workflow migration to local review and remove GitHub approval gate CompletedPR #788PR at 2026-03-24T22:54:12-07:00 — Complete the unfinished visual-regression workflow migration. Make local/mac review the source of truth, remove the sep…
• ☑Fix concurrent worktree port allocation collisions Completed — Investigate and fix the per-worktree port allocator so concurrently created fresh worktrees never reuse the same cloud_…
• ☑Fix qa-explore delegated run stall before summary handoff Completed — Reproduce why scripts/qa-explore launches the inner delegated browser worker and captures artifacts but often stalls be…
• ☑Generalize same-agent repair for conflicted, CI-red, and unreconciled task PRs CompletedPR #849PR at 2026-03-27T09:08:25-07:00 — Extend the agent-before-human escalation pattern from conflicted PRs to also cover CI-red and dispatch-completed-unreco…
• ☑Harden worker continuity and remove tmux manager surface Completed — Prevent multiple workers from clashing on a single task worktree, add first-class continuation/update workflow for the…
• ☑Implement two-tier task manager escalation watchdog and optional manager CompletedPR #711PR at 2026-03-22T13:02:07-07:00 — Tier 1: heartbeat and scripts handle dispatch, snapshots, and mechanical recovery without a standing Claude manager. Ti…
• ☑Improve cbox recovery from hung in-session tool calls Completed — Ensure manager interrupt/send can reliably recover sandboxes stuck in long-running shell tool calls.
• ☑Improve tasks serve status UI for operator triage Completed — Replace raw JSON blocks on /status with a simple, readable operator UI: top-level health cards, escalation table, ready…
• ☑Make cbox entrypoint bootstrap timeout configurable Done — Replace hard-coded bootstrap timeout values with environment-configurable settings and sane defaults.
• ☑Make qa-explore default to dangerous mode for automation Completed — Default qa-explore to dangerous mode, keep a safe opt-in, add tests, and update docs so worker QA does not stall on Pla…
• ☑Make qa-explorer use local browser subagent without cbox fallback Completed — Make qa-explorer run through the local subagent/browser path instead of any cbox fallback, ensure the browser automatio…
• ☑Make task manager route tasks by role-owner mapping CompletedPR #766PR at 2026-03-24T10:26:52-07:00 — When a tasks owner is a role slug (e.g. data-viz-designer-engineer), resolve it through the role definition files in ta…
• ☑Make tasks server status page use fresh heartbeat data and auto-refresh CompletedPR #764PR at 2026-03-24T10:19:32-07:00 — Fix stale /status behavior so operators see current task-manager state without manual restarts or owner confusion. Ensu…
• ☑Master Plans CLI ergonomics and command wrappers Done — Make tasks task tooling easier to run than raw python invocation by adding a user-friendly command entrypoint, concise…
• ☑Move task-manager claim and start state out of task frontmatter into manager registry CompletedPR #779PR at 2026-03-24T20:40:12-07:00 — Stop relying on task frontmatter mutations like started_at and in_progress claims for manager-driven dispatch. Keep tas…
• ☑Normalize task manager and team identities to canonical dave and rj slugs Completed — Rename team member files from davefowler.md/rj-andrews.md to dave.md/rj.md, update _team_identity_slug() to return nick…
• ☑Plan activity page performance improvements with incremental GitHub sync and caching CompletedPR #765PR at 2026-03-24T20:20:22-07:00 — Create an implementation plan to reduce tasks activity page load time, currently around 10s. Investigate bottlenecks in…
• ☑Prevent cbox sandboxes from mutating host git common-dir Completed — Sandbox containers currently mount the host repo common .git directory writable at /workspace/.repo-git. Diagnose and f…
• ☑Reduce cbox sandbox startup latency by parallelizing health checks Completed — Run post-boot sandbox health checks concurrently instead of sequentially to reduce worst-case startup delay.
• ☑Resume conflicted task PRs in the same worktree — agent before human escalation CompletedPR #842PR at 2026-03-27T05:25:49-07:00 — When auto-rebase fails for a conflicted task PR, dispatch an agent to the existing worktree to resolve conflicts before…
• ☑Route manager updates for active tasks into the running worktree or a follow-up task CompletedPR #789 — Prevent manager-side edits to already-running root task files on main. Detect when a task already has an active worktre…
• ☑Scope just server bindings by execution context Completed — Make localhost the default host binding for local recipes and keep 0.0.0.0 where container access requires it.
• ☑Simplify PR checklist enforcement and reduce brittle PR body sync CompletedPR #731PR at 2026-03-23T02:04:58-07:00 — Reduce false-negative PR checklist failures by removing redundant gates, consolidating label definitions, and making en…
• ☑Task-new authoring flow with full worksheet and strict validate CompletedPR #777PR at 2026-03-24T20:33:23-07:00 — Improve task creation so new files include Context Possible Solutions with Recommended and Plan not only Problem. Renam…
• ☑Tasks server Jinja macro expansion for plans markdown Completed — Serve tasks markdown with MkDocs-style macro calls expanded via Jinja and tasks/macros.py. Load extra from mkdocs.yml.…
• ☑Tasks server universal doc-context chat sidebar CompletedPR #778PR at 2026-03-24T20:36:26-07:00 — FastAPI tasks-server chat on every page with doc context, bounded tools (read search edit repo), subprocess Claude sub-…
• ☑Add cbox test command for running visual tests locally in Linux container Done — Add a repeatable `cbox` command that runs visual tests locally in the Linux container used by CI.
• ☑Add just tasks serve composing heartbeat loop and plans server Completed — Add a justfile recipe tasks serve (or equivalent) that starts the background task-manager heartbeat for the default own…
• ☑Consolidate local dispatch and review scripts behind shared implementation Completed — Refactor the new local worktree dispatch and review tooling so scripts/dispatch, scripts/dispatch-kill, scripts/review,…
• ☑Design escalation-manager agent for stuck task triage and restart decisions Completed — Define a future operator/agent layer above heartbeat that can inspect stale tasks, summarize likely failure modes, reco…
• ☑Fix tasks server /status browse links for legacy master_plans paths Completed — QA on http://127.0.0.1:8005/status: task links pointed at /browse/master_plans/workstreams/... and returned 404 after r…
• ☑Fix tasks server /status task lists to match heartbeat groups CompletedPR #768PR at 2026-03-24T20:20:23-07:00 — Status cards use snapshot counts from classify_tasks but _classify_task_sections buckets tasks incorrectly (registered/…
• ☑Group task manager attention and escalation UI by task instead of raw signals Completed — Escalation signals table and heartbeat text show one row per raw signal. Group by task so each task appears once with a…
• ☑Improve merge flow guidance for worktree-bound local branches Completed — Document and handle expected local branch deletion warnings after `gh pr merge --delete-branch` when branch is checked…
• ☑Jared — package task-manager orchestration (heartbeat, skills, layout) Completed — Plan and name the local task-manager orchestration surface ("Jared"): where code and docs live, which skills belong in…
• ☑Local visual regression artifacts, PR/task links, and task-serve Viz changes timeline CompletedPR #772PR at 2026-03-24T20:20:23-07:00 — Rework visual regression approval: move away from Linux-only CI as the sole source of truth and toward local runs that…
• ☑Make tasks server the primary master plans doc surface deprecating MkDocs CompletedPR #719PR at 2026-03-22T22:12:35-07:00 — After the tasks server is stable, update contributor and operator docs to prefer tasks serve, reduce or remove duplicat…
• ☑Redesign manager status overview around active tasks table and stale-active cleanup CompletedPR #790 — Replace split Needs Attention/Escalation sections with an operator-first Active tasks table for runtime-managed tasks,…
• ☑Smarter cbox cleanup: detect squash-merged PRs, ignore sandbox artifacts, scan all worktrees Done — Make cbox cleanup catch squash-merged branches, ignore .claude-sessions-sandbox/ as dirty state, check commits-ahead, a…
• ☑Tasks server docs UI — MkDocs parity plus interactive task actions CompletedPR #758PR at 2026-03-24T01:30:35-07:00 — Ship a /docs shell on the tasks server that mirrors tasks/mkdocs.yml left nav (milestones, workstreams, team, guidebook…
• ✕Upgrade Jared task-manager visibility orchestration and operator UX Cancelled — Cancelled as obsolete after the operator surface consolidated around tasks server, heartbeat-first workflows, and remov…
• ✕Implement Jared layout — scripts grouping and sync-skills reconciliation Cancelled — Cancelled as obsolete after the repo converged on the tasks-named task system surface. The remaining useful consolidati…
• ☑Rename master_plans directory to tasks and align CLI paths Completed — Repo-wide rename of master_plans to tasks, update PYTHONPATH, justfile, tasks server and CLI roots, CI, skills, and age…

integrations platform (Head of Engineering)

• ☐Enable 5T Analytics connectivity for analyst pilot — Connect 5T Analytics data path, secrets, and environment configuration for pilot analyst workflows.
• ☑Operationalize Fivetran GCP deploy path Completed — Finalize deployment pipeline/runbooks on Fivetran Google Cloud infrastructure for pilot reliability.