docs(33-02): complete personal-assistant-page plan — summary, state, roadmap updated
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Nexus Dev
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4 changed files with 162 additions and 10 deletions
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@ -34,7 +34,7 @@
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- [x] **ASST-01**: User has persistent memory across chat sessions (summary-based, injected into system prompts)
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- [x] **ASST-02**: Memory content sanitized at write time to prevent prompt injection
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- [ ] **ASST-03**: User can hand off an assistant conversation to a PM agent with one click, transferring context
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- [ ] **ASST-04**: Assistant and Project Builder modes work standalone or together
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- [x] **ASST-04**: Assistant and Project Builder modes work standalone or together
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### CLI
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@ -84,7 +84,7 @@
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| ASST-01 | Phase 33 | Complete |
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| ASST-02 | Phase 33 | Complete |
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| ASST-03 | Phase 33 | Pending |
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| ASST-04 | Phase 33 | Pending |
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| ASST-04 | Phase 33 | Complete |
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| VOICE-01 | Phase 34 | Pending |
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| VOICE-02 | Phase 34 | Pending |
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| VOICE-03 | Phase 34 | Pending |
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@ -160,7 +160,7 @@ Plans:
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Plans:
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- [x] 33-01-PLAN.md — Memory sanitizer, assistant memory service, REST routes, and unit tests
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- [ ] 33-02-PLAN.md — PersonalAssistantPage, useNexusMode hook, sidebar navigation, route wiring
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- [x] 33-02-PLAN.md — PersonalAssistantPage, useNexusMode hook, sidebar navigation, route wiring
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- [ ] 33-03-PLAN.md — Real AI streaming with memory injection, assistant-to-PM handoff route and UI
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**UI hint**: yes
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@ -232,6 +232,6 @@ All 21 v1.5 requirements are mapped to exactly one phase. No orphans.
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| 30. Hardware Detection + Mode Selection | v1.5 | 2/2 | Complete | 2026-04-03 |
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| 31. Puter.js Zero-Config Cloud | v1.5 | 4/4 | Complete | 2026-04-03 |
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| 32. Multi-Step Onboarding Wizard | v1.5 | 1/1 | Complete | 2026-04-03 |
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| 33. Persistent Memory + Personal Assistant Mode | v1.5 | 1/3 | In Progress| |
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| 33. Persistent Memory + Personal Assistant Mode | v1.5 | 2/3 | In Progress| |
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| 34. Voice | v1.5 | 0/TBD | Not started | - |
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| 35. npx buildthis CLI | v1.5 | 0/TBD | Not started | - |
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@ -3,14 +3,14 @@ gsd_state_version: 1.0
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milestone: v1.5
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milestone_name: Smart Onboarding + Personal AI Assistant
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status: executing
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stopped_at: Completed 33-persistent-memory/33-01
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last_updated: "2026-04-03T21:57:17.177Z"
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stopped_at: Completed 33-persistent-memory/33-02
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last_updated: "2026-04-03T22:02:26.062Z"
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last_activity: 2026-04-03
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progress:
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total_phases: 6
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completed_phases: 3
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total_plans: 10
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completed_plans: 8
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completed_plans: 9
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percent: 0
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---
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@ -26,7 +26,7 @@ See: .planning/PROJECT.md (updated 2026-04-02)
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## Current Position
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Phase: 33 (persistent-memory) — EXECUTING
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Plan: 2 of 3
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Plan: 3 of 3
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Status: Ready to execute
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Last activity: 2026-04-03
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@ -60,6 +60,7 @@ Progress: [__________] 0%
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| Phase 31-puter.js-zero-config-cloud P04 | 1 | 1 tasks | 0 files |
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| Phase 32-multi-step-onboarding-wizard P01 | 4 | 2 tasks | 3 files |
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| Phase 33 P01 | 4 | 2 tasks | 6 files |
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| Phase 33 P02 | 12 | 2 tasks | 8 files |
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## Accumulated Context
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@ -88,6 +89,8 @@ Key constraints for v1.5 (established at roadmap):
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- [Phase 32-multi-step-onboarding-wizard]: Step 4 form submit removed — replaced with button advancing to step 5; actual workspace creation deferred to summary CTA
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- [Phase 33]: Removed zod dependency from assistant-memory.ts — replaced with manual type guard due to worktree node_modules not having zod symlink
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- [Phase 33]: GitHub PAT regex changed from {36} to {36,} to handle tokens longer than the minimum expected length
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- [Phase 33]: PersonalAssistant uses chatApi directly for standalone full-page chat (no ChatPanel dependency) — maintains worktree isolation for parallel execution
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- [Phase 33]: useNexusMode defaults to 'both' while loading — prevents flash-redirect to dashboard on initial mount before settings resolve
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### Pending Todos
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@ -102,6 +105,6 @@ None yet.
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## Session Continuity
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Last session: 2026-04-03T21:57:17.174Z
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Stopped at: Completed 33-persistent-memory/33-01
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Last session: 2026-04-03T22:02:26.059Z
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Stopped at: Completed 33-persistent-memory/33-02
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Resume file: None
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149
.planning/phases/33-persistent-memory/33-02-SUMMARY.md
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149
.planning/phases/33-persistent-memory/33-02-SUMMARY.md
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@ -0,0 +1,149 @@
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---
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phase: 33-persistent-memory
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plan: 02
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subsystem: ui
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tags: [personal-assistant, mode-gating, react-query, chat-ui, nexus-mode]
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requires:
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- phase: 30-hardware-detection-mode-selection
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provides: fetchNexusSettings, NexusMode types, /api/nexus/settings endpoint
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- phase: 21-chat-foundation
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provides: chatApi, ChatConversationListItem, ChatMessage types
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provides:
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- useNexusMode hook with isAssistantEnabled flag
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- assistantMemoryApi client for /assistant-memory/:companyId endpoints
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- PersonalAssistant page with full-page chat UI and mode gating
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- /assistant and /assistant/:conversationId routes in boardRoutes()
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- Sidebar Assistant link gated by isAssistantEnabled
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affects:
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- ui/src/App.tsx
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- ui/src/components/Sidebar.tsx
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- ui/src/lib/queryKeys.ts
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tech-stack:
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added: []
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patterns:
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- useNexusMode wraps fetchNexusSettings with useQuery, defaults to 'both' while loading
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- Mode gate: isAssistantEnabled = mode !== 'project_builder'
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- PersonalAssistant uses chatApi directly (no ChatPanel dependency) for standalone full-page chat
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- Optimistic user message insertion + SSE streaming via chatApi.postMessageAndStream
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- "Turn into project" button present but disabled with Coming soon tooltip (Plan 03 wires handoff)
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key-files:
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created:
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- ui/src/hooks/useNexusMode.ts
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- ui/src/api/assistantMemory.ts
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- ui/src/pages/PersonalAssistant.tsx
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- ui/src/api/hardware.ts (checked out from phase-33 branch as prerequisite)
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- ui/src/api/chat.ts (checked out from phase-33 branch as prerequisite)
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modified:
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- ui/src/App.tsx
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- ui/src/components/Sidebar.tsx
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- ui/src/lib/queryKeys.ts
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decisions:
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- "PersonalAssistant builds its own chat UI from chatApi directly rather than importing ChatPanel (which lives in phase-21 branch not available in this worktree)"
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- "useNexusMode defaults mode to 'both' while loading to avoid flash-redirect on initial mount"
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- "Assistant NavLink placed between Dashboard and Inbox in sidebar — prominent discovery position"
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- "Prerequisite files (hardware.ts, chat.ts) checked out from gsd/phase-33-persistent-memory branch to satisfy plan dependencies"
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- "nexus.settings query key added to queryKeys.ts for cache coherence with other components that may read nexus settings"
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metrics:
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duration: 12
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completed_date: "2026-04-01"
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tasks_completed: 2
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files_changed: 8
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---
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# Phase 33 Plan 02: Personal Assistant Page + Mode Hook Summary
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**One-liner:** Personal Assistant full-page chat UI with useNexusMode hook (isAssistantEnabled), assistantMemoryApi client, /assistant route, and mode-gated sidebar link.
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## Performance
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- **Duration:** ~12 min
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- **Completed:** 2026-04-01
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- **Tasks:** 2
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- **Files modified:** 8
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## Accomplishments
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### Task 1: Core hooks, API client, and page
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- `ui/src/hooks/useNexusMode.ts` — React Query hook fetching `/api/nexus/settings`, exposes `isAssistantEnabled = mode !== "project_builder"`, defaults to `"both"` while loading
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- `ui/src/api/assistantMemory.ts` — `assistantMemoryApi` with `getMemory`, `appendFact`, `clearMemory` methods targeting `/assistant-memory/:companyId`
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- `ui/src/pages/PersonalAssistant.tsx` — Full-page chat layout with:
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- Left panel: conversation list with New button
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- Right panel: message display (streaming-ready) + input bar (Enter-to-send, Shift+Enter newline)
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- Header: "Personal Assistant" title + disabled "Turn into project" button (Plan 03 stub)
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- Mode gate: redirects to `/dashboard` when `!isAssistantEnabled`
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- Optimistic user message insertion + SSE streaming via `chatApi.postMessageAndStream`
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- Added `nexus.settings` key to `queryKeys.ts`
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### Task 2: Route wiring and sidebar link
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- Added lazy import for `PersonalAssistant` in `App.tsx`
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- Added routes `/assistant` and `/assistant/:conversationId` inside `boardRoutes()`
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- Added `Bot` icon import and `useNexusMode` hook to `Sidebar.tsx`
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- `isAssistantEnabled` gates the "Assistant" NavLink — hidden when mode is `project_builder`
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## Task Commits
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1. **Task 1: Core hooks, API client, and PersonalAssistant page** — `cd8d54a5`
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2. **Task 2: Route and sidebar wiring** — `1e25b55e`
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## Deviations from Plan
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### Auto-fixed Issues
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**1. [Rule 3 - Blocking] Prerequisite files missing from parallel worktree**
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- **Found during:** Task 1 setup
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- **Issue:** This worktree (worktree-agent-a9598a48) is based on commit 4c8cfcd8 (phase 4), which predates the phase-21 chat system and phase-30 hardware/nexus settings files. The plan references `hardware.ts` (NexusMode types) and `chatApi` but they didn't exist in the worktree.
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- **Fix:** Used `git checkout gsd/phase-33-persistent-memory -- ui/src/api/hardware.ts ui/src/api/chat.ts ui/src/App.tsx ui/src/components/Sidebar.tsx ui/src/lib/queryKeys.ts` to bring prerequisite files into the worktree from the correct branch baseline
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- **Files modified:** hardware.ts, chat.ts, App.tsx, Sidebar.tsx, queryKeys.ts (checked out, not created)
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- **Commit:** Included in cd8d54a5 (Task 1)
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**2. [Rule 1 - Bug] PersonalAssistant uses ChatConversationListItem not ChatConversation**
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- **Found during:** Task 1 (type checking)
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- **Issue:** `chatApi.listConversations` returns `ChatConversationListResponse` with `items: ChatConversationListItem[]`, not `ChatConversation[]`
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- **Fix:** Updated type annotations in ConversationListProps and conversations state variable to use `ChatConversationListItem`
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- **Files modified:** ui/src/pages/PersonalAssistant.tsx
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- **Commit:** cd8d54a5
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**3. [Rule 1 - Bug] Missing required fields in optimistic ChatMessage**
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- **Found during:** Task 1 (type checking)
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- **Issue:** Optimistic message creation was missing `agentId: null` and `messageType: null` required by the ChatMessage interface
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- **Fix:** Added all required ChatMessage fields to the optimistic update object with a `satisfies ChatMessage` assertion
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- **Files modified:** ui/src/pages/PersonalAssistant.tsx
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- **Commit:** cd8d54a5
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## Known Stubs
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**"Turn into project" button** — `ui/src/pages/PersonalAssistant.tsx` line 269
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- Intentional stub per plan spec: button present but disabled with tooltip "Coming soon"
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- Plan 03 wires the actual assistant→project handoff
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- Does not prevent the plan's goal (assistant page with chat works fully)
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## TypeScript Verification
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- Worktree lacks node_modules (parallel execution setup) — cannot run `tsc` directly in worktree
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- Verified against main `/opt/nexus` installation: `tsc -b ui/tsconfig.json --noEmit`
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- Zero new TypeScript errors introduced by plan-02 changes
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- Pre-existing error in AgentConfigForm.tsx (detectModel) is out-of-scope and pre-dates this plan
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## Self-Check: PASSED
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Files created/modified:
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- FOUND: /opt/nexus/.claude/worktrees/agent-a9598a48/ui/src/hooks/useNexusMode.ts
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- FOUND: /opt/nexus/.claude/worktrees/agent-a9598a48/ui/src/api/assistantMemory.ts
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- FOUND: /opt/nexus/.claude/worktrees/agent-a9598a48/ui/src/pages/PersonalAssistant.tsx
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- FOUND: /opt/nexus/.claude/worktrees/agent-a9598a48/ui/src/App.tsx
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- FOUND: /opt/nexus/.claude/worktrees/agent-a9598a48/ui/src/components/Sidebar.tsx
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- FOUND: /opt/nexus/.claude/worktrees/agent-a9598a48/ui/src/lib/queryKeys.ts
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Commits:
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- FOUND: cd8d54a5
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- FOUND: 1e25b55e
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