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@@ -17,9 +17,9 @@ Build GoChat as a Go backend that can directly reuse the frontend from `referenc
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## Current Baseline
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- Plan freeze checkpoint: 2026-06-05 docs-only tracker landing after `13cb750 feat(captain): align task payload persistence`.
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- Latest implementation checkpoint: `13cb750 feat(captain): align task payload persistence`.
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- Latest implementation checkpoint: this checkpoint, prepared as `feat(captain): align streaming fallbacks`.
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- Latest documentation checkpoint before this freeze: `3263ed9 docs: land copilot task execution plan`; this document now carries the active follow-up plan directly.
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- Worktree status at this implementation checkpoint: B11.1a aligns Captain assistant CRUD/tools/inbox bindings; B11.1b aligns Captain scenarios and custom tools; B11.1c aligns Captain documents, assistant responses, bulk actions, and custom-tool test payloads; B11.2 aligns Copilot thread/message create/list/get/delete payloads, account/user scoping, and no-LLM fallback persistence; B11.3a aligns Captain preferences show/update payloads and account-level model/feature storage; B11.3b aligns Captain playground request/response payloads, account scoping, v2 history handling, and no-LLM fallback; B11.3c adds the fakeable Captain document sync backend gate with disabled, failed, and fake-success states; B11.3d aligns Captain task request/response payloads, no-provider disabled states, follow-up context, suggestion persistence, and Copilot message tool-call key validation. Next active implementation slice is B11.3e streaming/realtime compatibility, followed by B12 reused frontend smoke.
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- Worktree status at this implementation checkpoint: B11.1a aligns Captain assistant CRUD/tools/inbox bindings; B11.1b aligns Captain scenarios and custom tools; B11.1c aligns Captain documents, assistant responses, bulk actions, and custom-tool test payloads; B11.2 aligns Copilot thread/message create/list/get/delete payloads, account/user scoping, and no-LLM fallback persistence; B11.3a aligns Captain preferences show/update payloads and account-level model/feature storage; B11.3b aligns Captain playground request/response payloads, account scoping, v2 history handling, and no-LLM fallback; B11.3c adds the fakeable Captain document sync backend gate with disabled, failed, and fake-success states; B11.3d aligns Captain task request/response payloads, no-provider disabled states, follow-up context, suggestion persistence, and Copilot message tool-call key validation; B11.3e aligns Captain stream DTOs/disabled SSE fallbacks and Copilot push-event payload shapes. Next active implementation slice is B12 reused frontend smoke.
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- `go test ./...` passes.
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- Route dump succeeds with `TOTAL: 830` after adding the Chatwoot-compatible applied-SLA index route.
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- Route parity artifacts now exist under `docs/parity/` and are generated by `cmd/route_parity`.
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@@ -45,17 +45,16 @@ Next ordered checkpoints:
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| Order | Slice | Required outcome | Primary verification |
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| --- | --- | --- | --- |
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| 1 | B11.3e | Streaming/realtime paths have frontend-compatible non-streaming or disabled fallbacks until true streaming is wired. | Deterministic response tests and event/push payload tests. |
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| 2 | B12 | Reused Chatwoot frontend smoke runs repeatably against GoChat. | Checked smoke command plus gap report under `docs/parity/`. |
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| 3 | Phase 5 job parity | Any async behavior deferred from B7-B11 has a durable worker decision, fakeable delivery boundary, and replay/idempotency tests. | Focused worker/job tests plus a Phase 5 gap ledger update. |
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| 4 | Phase 2/3 audit pass | Route/controller/serializer drift found by B12 or new reference inspection is captured as named slices, not free-form TODOs. | Regenerated route parity artifacts and fixture-backed serializer tests. |
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| 5 | Phase 6 placeholder burn-down | Remaining account/contact/conversation/message/inbox placeholder handlers are either real Chatwoot-compatible flows or explicitly tracked as unsupported reference gaps. | `rg` placeholder audit, route smoke, and endpoint-family tests. |
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| 1 | B12 | Reused Chatwoot frontend smoke runs repeatably against GoChat. | Checked smoke command plus gap report under `docs/parity/`. |
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| 2 | Phase 5 job parity | Any async behavior deferred from B7-B11 has a durable worker decision, fakeable delivery boundary, and replay/idempotency tests. | Focused worker/job tests plus a Phase 5 gap ledger update. |
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| 3 | Phase 2/3 audit pass | Route/controller/serializer drift found by B12 or new reference inspection is captured as named slices, not free-form TODOs. | Regenerated route parity artifacts and fixture-backed serializer tests. |
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| 4 | Phase 6 placeholder burn-down | Remaining account/contact/conversation/message/inbox placeholder handlers are either real Chatwoot-compatible flows or explicitly tracked as unsupported reference gaps. | `rg` placeholder audit, route smoke, and endpoint-family tests. |
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## Handoff Contract
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This checkpoint is intended to make the development plan complete enough to track without reading Hermes notes first.
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- The only active implementation slice is B11.3e. Do not start B12 until Captain/Copilot stream and realtime disabled states are deterministic and tested.
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- The next active implementation slice is B12. B11.3e has deterministic Captain stream disabled/error SSE behavior and Copilot push payload tests; provider-specific realtime delivery depth remains a Phase 5 integration concern if it needs durable dispatch infrastructure.
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- The Hermes search plan is fully represented by Phase 1/B6. Future search changes must be Meilisearch-first and must not reintroduce production DB fallback.
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- The Hermes automation/macro/CSAT plan is fully represented by B8/B9 and Phase 5. Durable delayed execution and channel-specific template delivery remain visible Phase 5 work, not hidden Done work.
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- Enterprise scope is fixed: SLA, Audit, CustomRole, AgentCapacity, Captain/Copilot, CSAT, InboxLimit, automation, macros, assignment policies, and related limits/workflows are in scope; SSO/SAML/LDAP/OIDC are out of scope.
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@@ -65,8 +64,6 @@ Open work after the current checkpoint:
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| Area | Next concrete action | Tracking location | Done boundary |
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| --- | --- | --- | --- |
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| B11.3e Captain streams | Reuse non-stream task DTOs for stream routes, guard nil/non-streaming LLM provider, and emit stable SSE error/done events. | `B11.3e streaming/realtime landing contract` | Focused SSE tests cover no-provider, invalid operation, provider error, and success chunks. |
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| B11.3e Copilot realtime | Add or verify push payload serializers that match Chatwoot `CopilotThread#push_event_data` and `CopilotMessage#push_event_data`. | `B11.3e streaming/realtime landing contract` | Event payload tests prove raw thread/message shapes and allowed message keys. |
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| B12 smoke | Create repeatable GoChat plus reused Chatwoot frontend boot and seed path. | `B12 reused frontend verification breakdown` | `docs/parity/frontend_smoke_report.md` exists and maps failures to slices. |
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| Phase 5 jobs | Decide durable worker mechanism and wire deferred SLA/automation/macro/export/template delivery jobs behind idempotent boundaries. | `Phase 5: Background Jobs And Integrations` | Worker tests prove enqueue, retry, idempotency, and fakeable external effects. |
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| Phase 2/3 drift | Expand tracked route/serializer fixtures when B12 exposes frontend-critical gaps. | `Phase 2`, `Phase 3`, `docs/parity/` | Route parity remains 0 missing for tracked frontend routes; serializers have reference fixtures. |
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@@ -80,7 +77,7 @@ Open work after the current checkpoint:
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| Phase 1 | Meilisearch search engine | Review | B6 payload parity, optional live gate, and DB-fallback hardening are implemented; an actual live Meilisearch run is optional and environment-dependent |
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| Phase 2 | Route and controller parity audit | Doing | Ruby/Bundler unavailable, so Chatwoot route extraction currently uses static `routes.rb` fallback |
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| Phase 3 | Data and serializer parity | Doing | JSON fixture coverage is partial and still endpoint-family based |
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| Phase 4 | Enterprise feature completion | Doing | B7, B8, B9, and B10 are in Review; B11 Captain resources, preferences, playground, document sync gates, Copilot thread/message payloads, and Captain task payload persistence are landed, while streaming/realtime compatibility remains active |
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| Phase 4 | Enterprise feature completion | Doing | B7, B8, B9, B10, and B11 are in Review; B12 reused frontend smoke is the next broad verification gate |
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| Phase 5 | Background jobs and integrations | Planned | durable worker choice and job parity are open |
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| Phase 6 | Core placeholder burn-down | Doing | account/contact/conversation/message/inbox placeholder groups remain broad |
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| Phase 7 | Verification harness | Planned | search live gate and reused-frontend smoke harness are not complete |
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@@ -103,6 +100,7 @@ This ledger records the committed parity checkpoints that future slices should b
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| Commit | Scope | Verification summary | Follow-up state |
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| --- | --- | --- | --- |
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| `feat(captain): align streaming fallbacks` | Completed B11.3e streaming/realtime compatibility: Captain task stream routes now reuse non-stream request DTOs, resolve conversations by account-scoped display ID or legacy ID, guard missing LLM providers with deterministic SSE `error`/`done` events, validate rewrite operations, and keep stream errors frontend-readable. Copilot message nested thread payloads now use Chatwoot `push_event_data` shape and event payload helpers omit REST-only fields. | Focused CaptainTask/Captain/Copilot handler and service tests passed; Copilot/Captain repository tests passed; full verification recorded below. | B11 moves to Review; start B12 reused frontend smoke. |
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| `docs: land parity tracker handoff` | Froze the active tracker after B11.3d, copied the remaining Hermes-derived work into explicit B11.3e/B12/Phase 5/Phase 6 tracking rows, and clarified the commit/update rules for future checkpoints. | Documentation-only checkpoint; `git diff --check` is sufficient. | Start B11.3e streaming/realtime compatibility. |
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| `6aa62c6 docs: consolidate chatwoot parity roadmap` | Promoted Hermes-era plans into this master tracker; locked user decisions; added milestone, slice, enterprise, and webhook provider tracking. | Documentation-only checkpoint. | B1/P6.7 selected as next implementation slice. |
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| `9e3f561 feat(webhook): align chatwoot ingress routes` | Added Chatwoot public webhook paths for Twitter, Telegram, LINE, SMS/Twilio, WhatsApp, Instagram, TikTok, and Shopify; removed generic fallback success masking. | `go test ./...`; route dump regenerated with `TOTAL: 801`; route parity stayed `251 exact, 0 missing`. | Provider-specific lookup and verification moved to review. |
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@@ -189,7 +187,7 @@ Completed implementation slice: B11.3c now adds Captain document sync backend ga
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Completed documentation slice: the remaining development plan is now fully landed in this tracker. B11.3 is split into concrete Captain playground, document sync/indexing, Copilot task/tool-call, and streaming/realtime checkpoints. B12 has a repeatable smoke-report contract. B9.3 delayed/durable worker scheduling and B9.4 macro attachment depth remain named Phase 5 follow-ups.
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Next implementation slice: start B11.3e streaming/realtime compatibility. B11.3d now covers rewrite/summarize/reply suggestion/label suggestion/follow-up request payloads, raw disabled states, persisted suggestion state, and reloadable Copilot message key validation.
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Next implementation slice: start B12 reused frontend smoke. B11.3d covers rewrite/summarize/reply suggestion/label suggestion/follow-up request payloads, raw disabled states, persisted suggestion state, and reloadable Copilot message key validation; B11.3e now adds deterministic stream disabled states and Copilot push payload parity.
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| Step | Required result | Reference source | Verification |
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| --- | --- | --- | --- |
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@@ -217,7 +215,7 @@ Next implementation slice: start B11.3e streaming/realtime compatibility. B11.3d
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| N22 | Keep B11.3b Captain assistant playground payload parity as current playground baseline. | `reference/chatwoot/enterprise/app/controllers/api/v1/accounts/captain/assistants_controller.rb#playground`, dashboard `api/captain/assistant.js`, assistant playground component/store. | Done by `feat(captain): align playground fallback`; top-level `message_content` and `message_history` are accepted, account-scoped assistant lookup is enforced, legacy `{ content }` and v2 `{ response }` shapes are covered, and no-LLM fallback returns raw frontend-compatible JSON without 500. |
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| N23 | Keep B11.3c Captain document sync/indexing gates as current document-sync baseline. | Captain document sync service/jobs, document controller `sync`, existing Meilisearch engine, and any local embedding boundary. | Done by `feat(captain): gate document sync backend`; disabled config, fake successful indexing, failed sync metadata, fingerprint normalization, and account-scoped document lookup are covered without opening external network connections in default tests. |
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| N24 | Keep B11.3d Copilot task/tool-call persistence as current task baseline. | `resource :tasks` routes, Copilot/Captain task services, dashboard Copilot clients, current local `copilot_*` models. | Done by `feat(captain): align task payload persistence`; task routes accept frontend bodies, persist suggestions, return raw payloads/disabled states, and validate reloadable Copilot message keys. |
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| N25 | Implement B11.3e streaming/realtime compatibility. | Chatwoot Copilot/Captain streaming, push/event payloads, current Go channel dispatcher. | If streaming is not implemented, the endpoint returns deterministic non-streaming payloads and records the fallback; no route returns placeholder success or local envelope. |
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| N25 | Keep B11.3e streaming/realtime compatibility as current Captain/Copilot disabled-state baseline. | Chatwoot Copilot/Captain streaming, push/event payloads, current Go channel dispatcher. | Done by `feat(captain): align streaming fallbacks`; Captain stream routes have deterministic SSE error/done states and Copilot push payload helpers match reference shapes. |
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| N26 | Start B12 smoke harness after B11.3 has a tested disabled/external-provider story. | `reference/chatwoot` frontend boot scripts and GoChat dev/test boot flow. | A checked command and `docs/parity/frontend_smoke_report.md` record core and enterprise smoke status. |
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| N27 | Keep Hermes source plans mapped but inactive. | `.hermes/plans/2025-05-24-global-search-meilisearch.md`, `.hermes/plans/2026-05-24-automation-macro-csat.md`. | New work must update this tracker directly; Hermes files are read-only source notes unless the user asks otherwise. |
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| N28 | Update this tracker after every implementation checkpoint. | This document. | `git diff --check`; `go test ./...` for Go changes. |
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@@ -816,7 +814,7 @@ B11 Captain/Copilot breakdown:
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| B11.3b | Align Captain assistant playground request/response behavior and no-LLM fallback. | `assistants_controller.rb#playground`, `Captain::Llm::AssistantChatService`, `AgentRunnerService`, dashboard `api/captain/assistant.js`, playground component/store. | Handler/service tests cover top-level `message_content`, `message_history`, account-scoped assistant lookup, no-history payloads, no duplicate latest user message for v2 behavior if enabled, raw `{ content }` or `{ response }` response shape, and safe no-LLM fallback. | Done by `feat(captain): align playground fallback` |
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| B11.3c | Implement document sync/indexing gates for Meilisearch or the chosen embedding/search backend. | Captain document sync/indexing services, document controller `sync`, existing Meilisearch engine, local embedding/config boundaries. | Tests cover disabled config, failed sync observability, successful fake backend indexing, account-scoped document lookup, and no external network call in default test mode. | Done by `feat(captain): gate document sync backend` |
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| B11.3d | Finish Copilot task, suggestion, and tool-call persistence depth. | `resource :tasks` routes in `reference/chatwoot/config/routes.rb:62-89`, Copilot/Captain task services, dashboard Copilot clients. | Tests cover rewrite/summarize/reply suggestion/label suggestion/follow-up request payloads, persisted task/tool-call records, reloadable serializers, account/user scoping, and raw disabled state when provider config is missing. | Done by `feat(captain): align task payload persistence` |
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| B11.3e | Add streaming/realtime compatibility or deterministic non-streaming fallback. | Chatwoot Captain/Copilot streaming paths, push payloads, current Go dispatcher/realtime boundaries. | Tests prove endpoints never return placeholder success/local envelopes; non-streaming fallback payloads are deterministic and frontend-compatible until true streaming is implemented. | Todo |
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| B11.3e | Add streaming/realtime compatibility or deterministic non-streaming fallback. | Chatwoot Captain/Copilot streaming paths, push payloads, current Go dispatcher/realtime boundaries. | Tests prove endpoints never return placeholder success/local envelopes; non-streaming fallback payloads are deterministic and frontend-compatible until true streaming is implemented. | Done by `feat(captain): align streaming fallbacks` |
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B11.1a current checkpoint:
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@@ -953,6 +951,28 @@ B11.3e streaming/realtime landing contract:
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| Feature gates | Missing provider credentials, disabled Captain task features, or unimplemented streaming should be visible as raw disabled/error states. | No route returns a local envelope or opaque `500` for a known disabled state. |
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| Route stability | Existing Chatwoot-compatible paths stay mounted; legacy local paths may remain only if they do not change frontend route matching. | Route dump remains stable unless a tracked route is intentionally added and parity artifacts are regenerated. |
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B11.3e current checkpoint:
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- Captain `reply_suggestion/stream`, `summarize/stream`, and `rewrite/stream` now use the same frontend DTOs as their non-streaming task routes, including `conversation_display_id`, `operation`, and legacy ID fallback only inside the service adapter.
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- Stream services now guard missing LLM providers with `422 Captain is disabled` task errors instead of nil-provider panics.
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- Stream handlers convert known task errors into deterministic SSE `error` events containing `error`, `status`, and `done`, followed by a `done` event. Invalid request bodies and account IDs use the same frontend-readable SSE shape.
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- Stream conversation lookup is account-scoped through `FindByAccountAndDisplayIDOrID`; reply suggestion assistant lookup is also account-scoped and optional like the non-stream route.
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- Rewrite stream validates the Chatwoot operation list and includes conversation context for `improve` when `conversation_display_id` is provided.
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- Copilot message serializers now embed the nested `copilot_thread` using Chatwoot `CopilotThread#push_event_data` shape without REST-only `assistant`, and dedicated push payload helpers match `CopilotMessage#push_event_data` by omitting top-level `account_id`.
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- The legacy Copilot SSE route now returns deterministic `Captain is disabled` SSE output when no LLM provider is configured after thread/account validation.
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B11.3e verification:
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```bash
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env GOCACHE=/tmp/gochat-gocache GOMODCACHE=/tmp/gochat-gomodcache go test ./internal/service -run 'CaptainTask|Captain|Copilot' -count=1
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env GOCACHE=/tmp/gochat-gocache GOMODCACHE=/tmp/gochat-gomodcache go test ./internal/handler/api/v1 -run 'CaptainTask|Captain|Copilot|SSE' -count=1
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env GOCACHE=/tmp/gochat-gocache GOMODCACHE=/tmp/gochat-gomodcache go test ./internal/repository -run 'Copilot|Captain' -count=1
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env GOCACHE=/tmp/gochat-gocache GOMODCACHE=/tmp/gochat-gomodcache go test ./internal/handler/api/v1 -count=1
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env GOCACHE=/tmp/gochat-gocache GOMODCACHE=/tmp/gochat-gomodcache go test ./internal/service -count=1
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env TMPDIR=/home/rogee/Projects/gochat/.tmp/test-tmp GOCACHE=/tmp/gochat-gocache GOMODCACHE=/tmp/gochat-gomodcache go test ./...
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git diff --check
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```
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B12 smoke harness landing contract:
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| Area | Landing requirement | Done signal |
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@@ -1090,7 +1110,7 @@ Work proceeds top-down unless a failing test or frontend blocker forces a narrow
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| B8 | CSAT account/public/send completion. | Chatwoot CSAT survey responses, reports, downloads, listeners. | Metrics/list/review/download/send idempotency tests. | Review |
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| B9 | Automation/macros durable side effects. | Chatwoot automation/macro services and jobs. | Action execution, logs, webhook/email transcript retry tests. | Review |
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| B10 | Audit, CustomRole, InboxLimit. | Chatwoot enterprise admin behavior and policies. | Authorization, audit emission, limits enforcement, admin payload fixtures. | Review |
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| B11 | Captain/Copilot deep behavior. | Chatwoot Captain/Copilot controllers, services, frontend clients. | Assistant/tool/document/scenario/copilot thread/task tests and feature gates. | Doing |
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| B11 | Captain/Copilot deep behavior. | Chatwoot Captain/Copilot controllers, services, frontend clients. | Assistant/tool/document/scenario/copilot thread/task tests and feature gates. | Review |
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| B12 | Frontend smoke harness. | `reference/chatwoot` frontend. | Repeatable smoke command and checked gap report. | Todo |
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Remaining slice landing plan:
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@@ -1102,7 +1122,7 @@ Remaining slice landing plan:
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| B8 | Done: account-side CSAT list/metrics/review-note payload parity, public submit/update idempotency, resolve-triggered generic survey message send, and CSV download filters/columns. | Channel-specific WhatsApp/Twilio template send hooks and durable queueing are tracked under Phase 5. | Review after `b36cf07`; move to Done only after channel-specific send hooks are either implemented or formally split as external integration scope. |
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| B9 | Done: B9.1 automation rule CRUD/listener/log/external-action parity and B9.2 macro frontend CRUD/execute side effects. | Delayed actions, durable queued worker scheduling, and deeper macro attachment/file parity remain named B9.3/B9.4 follow-ups. | Review after `feat(macros): align chatwoot macro payloads`; move to Done only after durable worker/attachment gaps are implemented or formally split out. |
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| B10 | Done: audit list payload, audit writer boundary for representative mutating core resources, CustomRole permission-key parity, AccountUser permission resolution, admin gates, delete nullification, and account-level InboxLimit enforcement in inbox/channel creation paths. | Frontend smoke coverage for enterprise settings remains B12, not a hidden B10 blocker. | Review after B10.4; move to Done only after reused frontend smoke confirms audit/custom-role/limit settings flows or any smoke gaps are split into owned follow-ups. |
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| B11 | Done through B11.3d: Captain Assistant CRUD, inbox binding, scenarios, documents, responses, custom tools, Copilot threads/messages, Captain preferences, playground, document sync gates, and task/tool-call payload persistence fixtures. | B11.3e streaming/realtime fallback remains active. | Done only after LLM-dependent behavior is either implemented behind config or safely stubbed with frontend-compatible disabled states. |
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| B11 | Done through B11.3e: Captain Assistant CRUD, inbox binding, scenarios, documents, responses, custom tools, Copilot threads/messages, Captain preferences, playground, document sync gates, task/tool-call payload persistence, stream disabled-state SSE, and Copilot push payload fixtures. | Reused frontend smoke remains B12; provider-specific durable realtime/LLM delivery can move to Phase 5 if smoke exposes it. | Review after B11.3e; move to Done only after B12 proves reused frontend Captain/Copilot screens or names any remaining provider/deployment follow-ups. |
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| B12 | Boot reused Chatwoot frontend against GoChat auth/profile/inbox/conversation/contact flows. | Add smoke paths for widget init/message, public CSAT, reports, and enterprise screens as B7-B11 land. | Done only after the smoke command is repeatable and writes a checked gap report. |
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Per-slice documentation rule:
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@@ -1361,7 +1381,7 @@ Included checklist:
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- [x] Custom roles and permission checks.
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- [x] Agent capacity and assignment limits.
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- [ ] Assignment policies and auto-assignment compatibility.
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- [ ] Captain/Copilot assistant, custom tools, scenarios, documents, responses, inbox bindings, preferences, and Copilot threads/messages. Captain assistant CRUD/tools/inbox binding, scenario/custom-tool CRUD, documents, assistant responses, bulk actions, custom-tool test payloads, preferences, and Copilot thread/message payloads are landed; external document/LLM gates and remaining Copilot task/tool-call depth remain active.
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- [x] Captain/Copilot assistant, custom tools, scenarios, documents, responses, inbox bindings, preferences, Copilot threads/messages, tasks, and stream disabled-state compatibility. Provider-specific LLM depth remains feature-gated and B12/Phase 5 can name any deeper frontend or dispatch gaps.
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- [x] CSAT survey response flow, metrics, filters, and review notes.
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- [x] Inbox limits and account/inbox usage enforcement.
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- [x] Automation rules, macros, execution logs, and action side effects.
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@@ -1380,7 +1400,7 @@ Enterprise tracking table:
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| P4.3 | Custom roles/permissions | `internal/model/custom_role.go`, `internal/service/custom_role_service.go`, `internal/middleware/role_check.go`, `internal/handler/api/v1/custom_role_handler.go` | Permission arrays, raw admin payloads, administrator gates, account-user resolution, profile permissions, and delete nullification are implemented; keep in Review until frontend smoke covers enterprise settings. | Review |
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| P4.4 | Agent capacity | `internal/model/agent_capacity_policy.go`, `internal/service/agent_capacity_policy_service.go`, `internal/handler/api/v1/agent_capacity_handler.go`, `internal/autoassignment/*` | First align AgentCapacityPolicy API, serializers, nested users, and `InboxCapacityLimit` data contracts; then enforce capacity in manual/auto assignment. | Review |
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| P4.5 | Inbox limits | `internal/model/agent_capacity_policy.go` `InboxCapacityLimit`, plus legacy `internal/model/inbox_limit.go`, `internal/service/inbox_limit_service.go`, `internal/repository/inbox_limit_repo.go`, `internal/handler/api/v1/inbox_limit_handler.go` | Chatwoot enterprise nested `agent_capacity_policies/:policy_id/inbox_limits`, assignment-path enforcement, and account-level `usage_limits[:inboxes]` create-path enforcement are covered. | Review |
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| P4.6 | Captain/Copilot | `internal/model/captain_models.go`, `internal/model/copilot_models.go`, `internal/service/captain_*`, `internal/service/copilot_*`, `internal/handler/api/v1/captain_*`, `internal/handler/api/v1/copilot_handler.go` | Captain resource payloads through B11.1c, Copilot thread/message payloads through B11.2, Captain preferences through B11.3a, Captain playground through B11.3b, document sync gates through B11.3c, and task/tool-call payload persistence through B11.3d are aligned; complete B11.3e streaming compatibility. | Doing |
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| P4.6 | Captain/Copilot | `internal/model/captain_models.go`, `internal/model/copilot_models.go`, `internal/service/captain_*`, `internal/service/copilot_*`, `internal/handler/api/v1/captain_*`, `internal/handler/api/v1/copilot_handler.go` | Captain resource payloads through B11.1c, Copilot thread/message payloads through B11.2, Captain preferences through B11.3a, Captain playground through B11.3b, document sync gates through B11.3c, task/tool-call payload persistence through B11.3d, and stream/realtime fallback payloads through B11.3e are aligned. | Review |
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| P4.7 | CSAT | `internal/csat/*`, `internal/automation/csat_survey_*`, `internal/handler/api/v1/csat_*`, `internal/service/csat_metrics_service.go` | Account-side list/metrics/review-note payloads, public update depth, resolve-triggered generic survey send, and download CSV are aligned; channel-specific template send hooks remain Phase 5 integration work. | Review |
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| P4.8 | Automation and macros | `internal/automation/*`, `internal/handler/api/v1/automation_rule_handler.go`, `internal/handler/api/v1/macro_handler.go` | Automation-rule CRUD/listener/log/external-action delivery and macro CRUD/display-ID execution parity are implemented; durable delayed actions and deeper macro attachment/file parity remain B9.3/B9.4 follow-ups. | Review |
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| P4.9 | Assignment policies | `internal/autoassignment/*`, `internal/automation/agent_bot_rule_listener.go` | Match Chatwoot assignment policy behavior and availability/capacity rules. | Doing |
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@@ -1397,7 +1417,7 @@ Enterprise work package breakdown:
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| Audit | Audit model parity, mutating action coverage, request metadata, filters/pagination, admin endpoint payloads. | List/admin payload parity is covered by `feat(audit): align chatwoot audit log payloads`; named representative writer coverage is covered by `feat(audit): record enterprise mutations` and `feat(audit): cover operational mutations`. | Review |
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| Custom roles | Permission-key parity, account-user role resolution, policy middleware, create/update/delete behavior. | Permission arrays, raw admin payloads, admin gates, RBAC/account-scope/profile resolution, and delete nullification are covered by `feat(custom-roles): align chatwoot permissions`. | Review |
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| Inbox limits | Account/inbox limit models, create/update enforcement, UI-readable limit responses, admin overrides. | Chatwoot nested capacity-limit API, assignment-path enforcement, and account-level create-limit `402` behavior are covered by B5/B7/B10.4. | Review |
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| Captain/Copilot | Assistants, inbox bindings, scenarios, responses, documents, tools, preferences, copilot threads/messages, tasks, streaming/tool-call behavior. | Assistant CRUD/tools/inbox binding fixtures are covered by `feat(captain): align assistant resources`; scenario/custom-tool fixtures are covered by `feat(captain): align scenario and tool payloads`; document/assistant-response/bulk/custom-tool-test fixtures are covered by `feat(captain): align document response actions`; Copilot thread/message fixtures are covered by `feat(copilot): align thread message payloads`; preferences fixtures are covered by `feat(captain): align preferences payloads`; playground fixtures are covered by `feat(captain): align playground fallback`; document sync gate fixtures are covered by `feat(captain): gate document sync backend`; task/tool-call payload persistence is covered by `feat(captain): align task payload persistence`; B11.3e now tracks remaining streaming fallback and frontend smoke screens. | Doing |
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| Captain/Copilot | Assistants, inbox bindings, scenarios, responses, documents, tools, preferences, copilot threads/messages, tasks, streaming/tool-call behavior. | Assistant CRUD/tools/inbox binding fixtures are covered by `feat(captain): align assistant resources`; scenario/custom-tool fixtures are covered by `feat(captain): align scenario and tool payloads`; document/assistant-response/bulk/custom-tool-test fixtures are covered by `feat(captain): align document response actions`; Copilot thread/message fixtures are covered by `feat(copilot): align thread message payloads`; preferences fixtures are covered by `feat(captain): align preferences payloads`; playground fixtures are covered by `feat(captain): align playground fallback`; document sync gate fixtures are covered by `feat(captain): gate document sync backend`; task/tool-call payload persistence is covered by `feat(captain): align task payload persistence`; stream disabled states and push payload shapes are covered by `feat(captain): align streaming fallbacks`. | Review |
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Enterprise acceptance gates:
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@@ -1642,3 +1662,4 @@ Verification milestone gates:
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- 2026-06-05: B11.3d/B11.3e/B12 planning checkpoint prepared as `docs: land copilot task execution plan`; the active tracker now records exact Chatwoot Captain task request/response contracts, current Go handler/service gaps, follow-up context and allowed operation rules, reloadable Copilot message/tool-call persistence requirements, no-provider disabled-state expectations, streaming/realtime fallback gates, B12 smoke harness deliverables, and focused exit commands. Documentation-only checkpoint; `git diff --check` passed. Next slice is B11.3d implementation.
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- 2026-06-05: B11.3d Captain task/tool-call checkpoint prepared as `feat(captain): align task payload persistence`; rewrite/summarize/reply suggestion now accept Chatwoot task payloads and return raw `{ message, follow_up_context }` or `422 { error }`, label suggestion and follow-up POST routes consume dashboard `tasks.js` bodies, no-provider paths return `Captain is disabled`, task outputs persist to `copilot_suggestion_messages`, and `CopilotMessage` validates reloadable tool-call keys. Focused CaptainTask/Captain/Copilot handler and service tests, Copilot/Captain repository tests, handler/service package tests, full `go test ./...` with workspace `TMPDIR`, and `git diff --check` passed. Next slice is B11.3e streaming/realtime compatibility.
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- 2026-06-05: Parity tracker handoff checkpoint prepared as `docs: land parity tracker handoff`; the plan now has a front-loaded handoff contract, explicit open-work table for B11.3e/B12/Phase 5/Phase 2/3/Phase 6, exact Hermes source-plan mapping, and a rule that every future checkpoint updates this tracker before commit. Documentation-only checkpoint; `git diff --check` passed.
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- 2026-06-05: B11.3e streaming/realtime checkpoint prepared as `feat(captain): align streaming fallbacks`; Captain stream task routes now share non-stream DTO/account-scope behavior, return deterministic SSE disabled/error states for missing providers and validation errors, and preserve success chunk/done shapes. Copilot message REST payloads now nest thread `push_event_data`, dedicated push payload helpers match Chatwoot event data, and the legacy Copilot SSE route has a no-provider disabled guard. Focused CaptainTask/Captain/Copilot handler/service tests and Copilot/Captain repository tests passed; full verification is recorded in the B11.3e section. B11 moves to Review; next active slice is B12 reused Chatwoot frontend smoke.
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