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conductor(checkpoint): Checkpoint end of Phase 1 (Directory Migration)

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Edward R. Gonzalez
2026-05-07 21:37:58 -04:00
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conductor/archive/agent_personas_20260309/plan.md
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# Implementation Plan: Agent Personas - Unified Profiles
## Phase 1: Core Model and Migration
- [x] Task: Audit `src/models.py` and `src/app_controller.py` for all existing AI settings.
- [x] Task: Write Tests: Verify the `Persona` dataclass can be serialized/deserialized to TOML.
- [x] Task: Implement: Create the `Persona` model in `src/models.py` and implement the `PersonaManager` in `src/personas.py` (inheriting logic from `PresetManager`).
- [x] Task: Implement: Create a migration utility to convert existing `active_preset` and system prompts into an "Initial Legacy" Persona.
- [x] Task: Conductor - User Manual Verification 'Phase 1: Core Model and Migration' (Protocol in workflow.md)
## Phase 2: Granular MMA Integration [checkpoint: 523cf31]
- [x] Task: Write Tests: Verify that a `Ticket` or `Track` can hold a `persona_id` override.
- [x] Task: Implement: Update the MMA internal state to support per-epic, per-track, and per-task Persona assignments.
- [x] Task: Implement: Update the `WorkerContext` and `ConductorEngine` to resolve and apply the correct Persona before spawning an agent.
- [x] Task: Implement: Add "Persona" metadata to the Tier Stream logs to visually confirm which profile is active.
- [x] Task: Conductor - User Manual Verification 'Phase 2: Granular MMA Integration' (Protocol in workflow.md)
## Phase 3: Hybrid Persona UI [checkpoint: 523cf31]
- [x] Task: Write Tests: Verify that changing the Persona Selector updates the associated UI fields using `live_gui`.
- [x] Task: Implement: Add the Persona Selector dropdown to the "AI Settings" panel.
- [x] Task: Implement: Refactor the "Manage Presets" modal into a full "Persona Editor" supporting model sets and linked tool presets.
- [x] Task: Implement: Add "Persona Override" controls to the Ticket editing panel in the MMA Dashboard.
- [x] Task: Conductor - User Manual Verification 'Phase 3: Hybrid Persona UI' (Protocol in workflow.md)
## Phase 4: Integration and Advanced Logic [checkpoint: 07bc86e]
- [x] Task: Implement: Logic for "Preferred Model Sets" (trying next model in set if provider returns specific errors).
- [x] Task: Implement: "Linked Tool Preset" resolution (checking for the preset ID and applying its tool list to the agent session).
- [x] Task: Final UI polish, tooltips, and documentation sync.
- [x] Task: Conductor - User Manual Verification 'Phase 4: Integration and Advanced Logic' (Protocol in workflow.md)