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docs: start milestone v1.5 Smart Onboarding + Personal AI Assistant

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.planning/PROJECT.md
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Nexus is a personal fork of Paperclip (MIT, v2026.318.0) that reframes the "companies with CEOs" corporate metaphor as "workspaces with agents." It's a project orchestration tool for a solo developer (Mikkel) managing AI agents across personal and professional projects. The fork stays mergeable with upstream by limiting changes to the display layer (UI strings, CLI output, agent templates, documentation) while leaving DB schema, API routes, code identifiers, and token formats unchanged. Nexus is a personal fork of Paperclip (MIT, v2026.318.0) that reframes the "companies with CEOs" corporate metaphor as "workspaces with agents." It's a project orchestration tool for a solo developer (Mikkel) managing AI agents across personal and professional projects. The fork stays mergeable with upstream by limiting changes to the display layer (UI strings, CLI output, agent templates, documentation) while leaving DB schema, API routes, code identifiers, and token formats unchanged.
v1.3 adds a full chat interface: real-time agent conversations with streaming, brainstormer workflow, file system, search/branching, and PWA support with offline capability and push notifications. v1.3 added a full chat interface with streaming, brainstormer workflow, file system, search/branching, and PWA support. v1.4 made Hermes the default local provider with Ollama integration. v1.5 adds smart onboarding with hardware detection, tiered AI providers, and a Personal AI Assistant mode.
## Core Value ## Core Value
@ -32,17 +32,26 @@ A fresh onboard asks for ONE thing (root directory), auto-creates PM + Engineer
- ✓ Search, History & Branching (full-text search, bookmarks, branching, export) — v1.3 - ✓ Search, History & Branching (full-text search, bookmarks, branching, export) — v1.3
- ✓ File System (upload/preview/download, git versioning, voice input) — v1.3 - ✓ File System (upload/preview/download, git versioning, voice input) — v1.3
- ✓ PWA & Performance (installable, offline, mobile responsive, push notifications) — v1.3 - ✓ PWA & Performance (installable, offline, mobile responsive, push notifications) — v1.3
- ✓ Hermes adapter integration (spawn, heartbeat, session, skill sync, cost tracking) — v1.4
- ✓ Ollama detection, model listing, RAM/VRAM recommendations — v1.4
- ✓ Default provider logic (fallback to Hermes when no cloud provider) — v1.4
- ✓ Agent templates working with Hermes runtime — v1.4
- ✓ Dashboard Hermes-specific info (model, VRAM, native skills) — v1.4
### Active ### Active
- [ ] Onboarding redesign: root directory picker, auto-create PM + Engineer, skip to dashboard - [ ] Mode selection: Personal AI Assistant / Project Builder / Both
- [ ] Terminology rename (display only): Company→Workspace, CEO→Project Manager, Board→Owner, Hire→Add, Fire→Remove, Paperclip→Nexus - [ ] Hardware detection with pre-built model database (GPU, Apple Silicon, CPU-only)
- [ ] Predefined agent templates: PM and Engineer with sensible AGENTS.md, HEARTBEAT.md, SOUL.md, TOOLS.md - [ ] Local AI setup via Ollama with RAM-aware model recommendations
- [ ] Directory restructure: everything under user-chosen root, no ~/.paperclip/, human-readable agent dirs - [ ] Voice features (Whisper + Piper) working on CPU-only hardware
- [ ] ~/.nexus pointer file mechanism (single file with root path) - [ ] Zero-config cloud via Puter.js (no API keys, no sign-up)
- [ ] UI overhaul: Nexus branding, sidebar renames, dashboard cleanup, agent config page cleanup - [ ] OAuth cloud tier (Google Gemini, OpenAI free tiers)
- [ ] New Agent dialog: "Add Agent" button, predefined templates dropdown - [ ] Subscription/API key auto-detection (Hermes, Claude Code, OpenClaw)
- [ ] CLI output strings updated (paperclipai branding → nexus branding where display-only) - [ ] Personal AI Assistant with persistent memory, MCP, voice
- [ ] Project handoff: assistant conversation → PM with context transfer
- [ ] Summary screen → straight into chat
- [ ] `npx buildthis` CLI entry point
- [ ] Every onboarding step skippable
### Out of Scope ### Out of Scope
@ -133,16 +142,21 @@ After every `/gsd:complete-milestone`, perform an upstream rebase before startin
**Autonomous mode:** The autonomous workflow MUST check for this section and run the rebase after `complete-milestone` returns, before starting the next milestone. **Autonomous mode:** The autonomous workflow MUST check for this section and run the rebase after `complete-milestone` returns, before starting the next milestone.
## Current Milestone: v1.4 Hermes Default Provider ## Current Milestone: v1.5 Smart Onboarding + Personal AI Assistant
**Goal:** Make Hermes Agent the default local provider — Nexus works out of the box without any paid subscription or API key via Hermes + Ollama. **Goal:** The definitive onboarding experience — hardware detection, tiered provider setup (local/free cloud/paid), and a Personal AI Assistant mode that coexists with the Project Builder.
**Target features:** **Target features:**
- Hermes adapter integration (spawn, heartbeat, session persistence, skill sync, cost tracking) - Mode selection (Personal AI Assistant / Project Builder / Both)
- Ollama detection, model listing, RAM/VRAM-based recommendations - Hardware detection with pre-built model database (GPU, Apple Silicon, CPU-only)
- Default provider logic (fallback to Hermes when no cloud provider detected) - Local AI setup via Ollama with RAM-aware model recommendations + voice (Whisper + Piper)
- Agent templates working with Hermes runtime - Zero-config cloud via Puter.js (500+ models, no API keys)
- Dashboard showing Hermes-specific info - OAuth cloud tier (Google Gemini, OpenAI free tiers)
- Subscription/API key auto-detection (Hermes, Claude Code, OpenClaw)
- Personal AI Assistant with persistent memory, MCP, voice, project handoff
- Summary screen → straight into chat
- `npx buildthis` CLI entry point
- Every step skippable, local-first framed as privacy premium
--- ---
*Last updated: 2026-04-02 after v1.4 milestone* *Last updated: 2026-04-02 after v1.5 milestone started*

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.planning/STATE.md
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--- ---
gsd_state_version: 1.0 gsd_state_version: 1.0
milestone: v1.4 milestone: v1.5
milestone_name: milestone milestone_name: Smart Onboarding + Personal AI Assistant
status: verifying status: planning
stopped_at: Completed 29-default-provider-29-02-PLAN.md stopped_at: null
last_updated: "2026-04-02T17:44:25.937Z" last_updated: "2026-04-02T18:00:00.000Z"
last_activity: 2026-04-02 last_activity: 2026-04-02
progress: progress:
total_phases: 3 total_phases: 0
completed_phases: 3 completed_phases: 0
total_plans: 6 total_plans: 0
completed_plans: 6 completed_plans: 0
percent: 0 percent: 0
--- ---
@ -20,15 +20,15 @@ progress:
See: .planning/PROJECT.md (updated 2026-04-02) See: .planning/PROJECT.md (updated 2026-04-02)
**Core value:** Nexus works out of the box without any paid subscription or API key. **Core value:** A fresh onboard asks for ONE thing (root directory), auto-creates PM + Engineer agents, and drops you in the dashboard.
**Current focus:** Phase 29 — default-provider **Current focus:** Defining requirements for v1.5
## Current Position ## Current Position
Phase: 29 Phase: Not started (defining requirements)
Plan: Not started Plan: —
Status: Phase complete — ready for verification Status: Defining requirements
Last activity: 2026-04-02 Last activity: 2026-04-02 — Milestone v1.5 started
Progress: [__________] 0% Progress: [__________] 0%