obsidian-vault/wiki/personal-os-catchup-plan-2026-04-27.md

---
source: raw/personal-os-catchup-plan-2026-04-27.md
content_hash: 5081ceb719104e1b7c6b5edd642c1daf38b3fd7cf1a96442a00516e7cdb15379
namespace: work
last_synced: 2026-06-01
confidence: 0.8
tags: [personal-os, planning, executor, catchup]
---

# Personal OS — Catch-Up Plan (2026-04-27)

Handoff doc for the executor agent: what to build next and why. Companion
to [[personal-os-state-2026-04-27]] (state snapshot). All open questions
resolved at write time; postponed: NAS migration, personal, Phase 2-family.

## Architectural Principle

**No new YAML files, no new shell scripts, no new launchd plists.**
Everything extends existing components: postgres tables,
`generate-status.js` queries, prompt files in `agent/prompts/`, Eagle's
SOUL.md rules. The system has enough moving parts.

## Nine Deliverables (Dependency Order)

### 1. Schema migration
Three additions to [[personal-os-schema]]:
- `corrections_log` — Tactic records pushback by `reason_tag`,
  Retrospector aggregates patterns. Table beats markdown because
  Retrospector needs `GROUP BY`.
- `executor_runs` — state machine for autonomous executor work
  (`analyzing → awaiting_analysis_approval → fixing → pr_open →
  ci_running → ci_failed → awaiting_user → complete`). Survives
  worker crashes mid-run.
- `activity_daily.quadrant` column — `project | aor | career |
  strategy | other` for Retrospector drift detection.

### 2. `generate-status.js` — three new query blocks
- **Advisor pipeline**: last 14d advisor-tagged tasks → new `## ⚡ Career`
  section. Empty result → omit (no noise).
- **Visibility gaps**: open Assessment / O-N / O-L tasks where Alex
  hasn't commented in 7+ days → `## 📊 Visibility` section.
- **Quadrant classification at AW write time**: map project → quadrant
  using a static map plus a *dynamic* "current top priority" slot read
  from config so it shifts as focus shifts.

### 3. `inbox-triage.md` STEP 0
Gating + scope filter at prompt level (not wrapper) so the agent can
override on edge cases:
- Active calendar meeting → silent exit.
- `focus_score > 60` + Xcode/Cursor + 20+ min uninterrupted → silent
  unless 🔴 section is 3h+ stale.
- Scope: only **new** signal (new human comments, new assignments,
  Ship/TD status changes, new mentions). **Never** overdue tasks
  (those belong in `daily-brief`, not `#inbox`).

### 4. `retrospector.md` — SQL-based blocks
- Correction patterns: `reason_tag` count ≥ 3 in last 4 weeks.
- Quadrant drift: pivot weeks × quadrants; flag any quadrant < 5% for
  3+ weeks. Career quadrant gets strongest flag — it's first to collapse.
- Visibility: weekly count of strategic comments — measurable proxy
  for the "thin Strategic Leadership" EP3 gap.

### 5. Eagle SOUL.md — corrections_log writeback
On any user pushback, classify `reason_tag` and `INSERT INTO
corrections_log` *before* responding. Eagle writes, no separate hook —
the natural moment to capture a correction is during the conversation.

### 6. Executor v2 — draft-PR flow
**Single human gate**: Analysis approval. Then autonomous:
worktree → build → test → branch → push → `gh pr create --draft
--assignee @me` (no `--reviewer`) → self-review comment → CI loop
(poll every 10 min, auto-fix up to 3 attempts, escalate on exhaustion).

Hard prohibitions baked into the prompt: never push to `main` /
`develop` / `release/*`, never non-draft PR, never `--reviewer`, never
`gh pr merge`, never modify `.github/` or CI configs without explicit
thread confirmation.

Draft + `assignee=@me` + no reviewers = durable surface visible in
"assigned to me" without dragging the team into WIP work.

### 7. Microsoft 365 MCP into Hermes
Wire `outlook_calendar_search` into the Hermes MCP config so
`inbox-triage`, `weekly-plan`, and `daily-brief` can all check for
active meetings. STEP 0 gating depends on this. Wire once at the
config layer, not per prompt.

### 8. Vault consolidation
Move process docs from `~/Developer/personal-os/` into
`~/obsidian/work/wiki/`. Runtime files (`system-prompt.md`,
`agent/prompts/*.md`, SOUL/IDENTITY) **stay in place**.
**Decision rule**: process/convention → vault; runtime config →
original location. **Copy** (don't move) `apple-browsers/.cursor/*.mdc`
files because Cursor IDE still reads them in-tree. Verification step
is non-negotiable — run each prompt/skill end-to-end after the move.

### 9. Executor PR template (Option B — inline)
Team PR template requires manual confirmation of task / reviewer /
description. For the autonomous flow all three are deterministic.
Inline a variant in the executor prompt that auto-generates the body
(task link, root cause, fix summary, build/test status, self-review
checklist, notes for reviewer). Draft state is the safety net.

## Execution Order

Items 1–9 are largely independent; only Executor v2 (item 6 prompt
rewrite) requires schema (1), vault consolidation (8), and PR template
(9) first. Each step ends with a concrete test (insert a row, run a
query, post to thread, etc.).

## "Done" Looks Like

1. Retrospector says specific things ("deferred 4×", "Career <5% for 3
   weeks", "3 strategic comments vs 0").
2. `#inbox` stays signal-dense — empty or 1–2 entries most days, no
   pings during meetings.
3. `status.md` has a `## ⚡ Career` section.
4. Pushback in any channel → one DB row, no ceremony.
5. "fix [task]" in `#executor` → analysis → approval → draft PR within
   30 min for trivial bugs, CI runs autonomously.
6. Vault is the one searchable surface for `.mdc`, UI testing skill,
   and process docs via [[obsidian-mcp]].

## Related
[[personal-os-state-2026-04-27]] [[personal-os-schema]] [[wiki-ingest-process]] [[ddg-asana-workflow]]