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Artur Do Lago 02de27f7f2 docs(roadmap): update Phase 4 status 
Mark existing TUI improvements as complete:
- Favorites system in model selector
- Recently used models tracking
- Cost display (Free badge)
- Persistent agent state via ContinuityManager
- Better compaction summaries via continuity.ts

Remaining Phase 4 items:
- Provider status indicators
- Agent-specific themes/colors
- Agent handoff
- Conversation branching/export

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-20 12:30:39 +01:00

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Agent-Core Roadmap

Current State

Agent-core is a fork of OpenCode with three personas (Zee, Stanley, Johny) sharing orchestration and memory layers.

What Works

  • Provider system with Antigravity, Cerebras, OpenRouter
  • Three personas with Tab switching
  • Config symlinks for global access
  • OAuth auth for Anthropic and Google
  • Built-in antigravity models (Claude, Gemini)

Phase 1: Foundation (Current)

1.1 Provider Stability

  • Fix Antigravity model registration (use built-in antigravity-* models)
  • Disable redundant Vertex providers
  • Document provider setup (docs/PROVIDERS.md)
  • Auto-refresh OAuth tokens before expiry (not just on-demand)
  • Add provider health checks in TUI

1.2 Config Management

  • Symlink global config to project config
  • Single source of truth for agent definitions (remove duplication)
    • Agent files (.agent-core/agent/*.md) have concise config + identity
    • Skill files (.claude/skills/*/SKILL.md) have detailed capabilities
    • Agent files reference skills via skill: frontmatter field
  • Config validation on startup (already implemented via zod schemas + FormatError)
  • Migration tool for config schema changes (agent-core debug migrate)

Phase 2: Personas

2.1 Zee (Personal Assistant) - COMPLETE

  • Qdrant memory integration
    • Store conversation summaries (zee:memory-store tool wired to Qdrant)
    • Semantic search across memories (zee:memory-search tool wired)
    • MemoryStore service created (src/memory/store.ts)
    • Local BGE-M3 embeddings (1024d) via vLLM instead of OpenAI
    • Fixed Qdrant collection selection bug (currentCollection)
    • Key facts extraction (src/personas/fact-extractor.ts)
      • Heuristic + LLM extraction options
      • Automatic categorization (personal, preference, decision, technical)
      • Session lifecycle hook for auto-extraction
  • Messaging integration
    • WhatsApp via whatsapp-web.js (src/gateway/whatsapp.ts)
    • Telegram gateway (src/gateway/telegram.ts)
    • zee:messaging tool wired to daemon endpoints
    • zee:whatsapp-react tool for message reactions
    • Proactive messaging (send without prior message)
    • Multi-persona Telegram (Stanley/Johny bots via Zee's account)
    • Discord integration removed (not needed)
  • Calendar integration
    • Google Calendar sync (zee:calendar tool working)
    • Smart scheduling
      • Event creation/update/delete via Google Calendar API
      • Find free time slots with business hours awareness
      • Meeting time suggestions with scoring (prefer morning/afternoon)
      • Natural language quick-add via Google's NLP
      • Conflict detection

2.2 Stanley (Investing) - COMPLETE

  • OpenBB integration for market data
    • CLI bridge created (stanley_cli.py → tools.ts)
    • 5 domain tools: market-data, portfolio, sec-filings, research, nautilus
    • FIXED: OpenBB version mismatch → yfinance fallback implemented
    • OpenBBAdapter auto-detects OpenBB issues and uses direct yfinance
  • Portfolio tracking
    • Position management (~/.zee/stanley/portfolio.json)
    • Holdings status via portfolio status command
    • P&L tracking with live price fallback
    • Risk metrics (VaR, Sharpe, Sortino)
  • SEC filings analysis
    • EdgarAdapter created (stanley/accounting/edgar_adapter.py)
    • FIXED: pyarrow compatibility → convert to list before slicing
    • 10-K, 10-Q, 8-K, 13F filings working
  • NautilusTrader backtesting integration
    • Strategy-info command works
    • Backtest command works with yfinance data
    • Built-in strategies: momentum (EMA cross), mean-reversion (SMA threshold)
    • FIXED: Indicator import path for nautilus_trader 1.200+

Files modified in Stanley Python repo:

  • stanley/accounting/edgar_adapter.py - pyarrow compatibility fix
  • stanley/data/providers/openbb_provider.py - yfinance fallback
  • stanley/integrations/nautilus/indicators/*.py - import fix
  • requirements-lock.txt - created with pinned versions

2.3 Johny (Learning) - COMPLETE

  • Knowledge graph implementation
    • Topic DAG with prerequisites (johny/knowledge/graph.py)
    • Learning path generation (topological sort)
    • Mastery level tracking (6 levels: Unknown → Fluent)
  • Spaced repetition (MathAcademy-inspired)
    • Ebbinghaus decay modeling (R = e^(-t/S))
    • FIRe (Fractional Implicit Repetition) for prerequisite review credit
    • Priority-based review queue
  • Study session management
    • Session lifecycle (start, pause, resume, end)
    • Time tracking with pause support
  • CLI bridge (scripts/johny_cli.py)
    • JSON stdio output for agent-core integration
    • 5 domain tools: study, knowledge, mastery, review, practice

Files created in Johny Python repo:

  • johny/knowledge/ - DAG, topics, learning paths
  • johny/mastery/ - levels, tracker, retention calculation
  • johny/review/ - scheduler, Ebbinghaus curves
  • johny/practice/ - session management
  • scripts/johny_cli.py - CLI bridge

Files created in agent-core:

  • src/domain/johny/tools.ts - TypeScript domain tools

Phase 3: Shared Infrastructure

3.1 Memory System - COMPLETE

  • Qdrant vector storage setup (src/memory/qdrant.ts, store.ts)
    • QdrantVectorStorage with full CRUD operations
    • MemoryStore high-level API for save/search/list
    • Collection management with auto-creation
  • Embedding generation (src/memory/embedding.ts)
    • Local BGE-M3 via vLLM (1024d)
    • OpenAI fallback
  • Conversation continuity across compactions (src/personas/continuity.ts)
    • ContinuityManager with session lifecycle
    • Key fact extraction (heuristic + LLM ready)
    • Summary generation
    • Context restoration from previous sessions
  • Cross-persona memory sharing
    • Namespace-based isolation
    • Shared Qdrant collections
    • Memory bridge for persona state (src/personas/memory-bridge.ts)
  • Memory search MCP tool (not yet exposed via MCP)

3.2 Orchestration (Tiara) - COMPLETE

  • Drone spawning via Task tool (src/personas/tiara.ts)
    • Orchestrator class with full worker lifecycle
    • Task submission and assignment
    • Worker status tracking (spawning, working, idle, terminated)
  • WezTerm pane management (src/personas/wezterm.ts)
    • WeztermPaneBridge for pane creation/management
    • Layout setup (horizontal/vertical/grid)
    • Status pane updates
  • SPARC methodology integration (vendor/tiara/)
    • Tiara submodule with claude-flow
  • Background task status tracking
    • DroneWaiter for async completion notifications
    • Event subscription system
    • State persistence to Qdrant
  • Fact extraction hooks (src/personas/hooks/)
    • Session lifecycle hook for auto-extraction
    • Heuristic and LLM-based extraction

3.3 MCP Servers

  • Context7 integration
  • Custom MCP for personas (not yet implemented)
    • Memory MCP (expose memory search to external tools)
    • Calendar MCP (expose calendar to external tools)
    • Portfolio MCP (expose portfolio to external tools)

Phase 4: TUI Improvements

4.1 Model Selection - MOSTLY COMPLETE

  • Favorites system (dialog-model.tsx favorites support)
  • Recently used models (local.model.recent())
  • Provider status indicators (auth valid/expired)
  • Cost display for non-free models (shows "Free" badge)

4.2 Agent Experience

  • Agent-specific themes/colors
  • Persistent agent state across sessions (via ContinuityManager)
  • Agent handoff (delegate to another persona)

4.3 Conversation

  • Better compaction summaries (via continuity.ts generateSummary)
  • Conversation branching
  • Export conversations

Phase 5: Upstream Sync

5.1 Merge Strategy

  • Track upstream OpenCode releases
  • Maintain patch set for agent-core customizations
  • Automated conflict detection

5.2 Divergence Points

  • Built-in agents removed (only personas)
  • Config paths changed to agent-core
  • Custom provider transforms
  • Persona-specific skills

Backlog

Nice to Have

  • Voice input/output
  • Mobile companion app
  • Multi-user support
  • Plugin marketplace for personas

Technical Debt

  • Remove "opencode" references in new code
  • Type safety for persona configs
  • Test coverage for provider transforms
  • E2E tests for auth flows

Contributing

When working on roadmap items:

  1. Create a branch: feat/phase-X.Y-description
  2. Update this roadmap with progress
  3. Add documentation to docs/
  4. Test with all three personas
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