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feat: Oracle Canvas, Revision History and Canvas Sharing (#33)

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Co-authored-by: Sagnik <sagnik7896@gmail.com>
Reviewed-on: sagnik/Project_Velocity#33
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# Sprint 1 Fact Table — Updated 2026-04-21
> **Purpose**: Track what's done vs. what's left across all Project Velocity modules.
> **Last Audit Date**: 2026-04-21 (full codebase review)
> **Previous Version**: Sprint 1 Fact Table - 2026-04-12 (marked many items "Missing" that are now implemented)
---
## Executive Summary
| Metric | Value |
|--------|-------|
| **Total Backend Route Files** | 10 (`routes_crm.py`, `routes_crm_imports.py`, `routes_oracle.py`, `routes_oracle_templates.py`, `routes_catalyst.py`, `routes_inventory.py`, `routes_mobile_edge.py`, `routes_runtime_llm.py`, `routes_admin_surface.py`, `routes_weaver.py`) |
| **Total Backend Services** | 5 (aggregation_service, ingest_service, ad_network_service, nemoclaw_runtime, runtime_llm_service) |
| **Frontend Modules (React)** | 7 (Dashboard, Oracle, Sentinel, Inventory, Catalyst, CRM, Settings) + Admin page |
| **iOS Apps** | 2 (velocity iPad app, velocity-iphone Edge app) |
| **Infrastructure Layers** | 4 (aws_scale, blackbox_local, desineuron_ingress, ops_control_plane) |
| **Test Coverage** | 10 test files across backend |
### Status Legend
- ✅ **Done** — Fully implemented, functional code exists
- 🔶 **Partial** — Core logic exists but needs refinement/completion
- ❌ **Missing** — No implementation found in current codebase
- 📋 **Planned** — Documented in specs but not yet coded
---
## User Story Rollup
### US-01: FastAPI Neural Core (Unified Backend)
| Item | Status | Evidence |
|------|--------|----------|
| FastAPI app with auth middleware | ✅ Done | `backend/auth/` — `get_current_user`, `UserPrincipal` |
| PostgreSQL connection pooling | ✅ Done | All routes use `request.app.state.db_pool` |
| WebSocket support | 🔶 Partial | `useVelocitySocket` hook exists in frontend; backend WS layer not confirmed in current scan |
| Auth (login/logout/session) | ✅ Done | `getVelocityMe`, `clearVelocityToken`, token validation in `App.tsx` |
| Role-based access (admin/superadmin) | ✅ Done | `routes_admin_surface.py` enforces `ADMIN_ROLES`; `isAdminRole()` guard in frontend |
**Verdict**: ✅ **Done** — Core backend is production-ready.
---
### US-02: CRM — Canonical Layer
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| `POST/GET /crm/imports` (CSV upload + lifecycle) | ✅ Done | [`routes_crm_imports.py`](backend/api/routes_crm_imports.py:102) — 799 lines | Full import pipeline: upload → parse → infer mapping → proposals → review → commit |
| `POST/GET /crm/contacts` | ✅ Done | [`routes_crm_imports.py`](backend/api/routes_crm_imports.py:429) | CRUD for `crm_people` |
| `GET /crm/client-360/{id}` | ✅ Done | [`routes_crm_imports.py`](backend/api/routes_crm_imports.py:527) | Joins across 8 canonical tables via [`aggregation_service.py`](backend/services/client_graph/aggregation_service.py:102) |
| `GET /crm/opportunities` | ✅ Done | [`routes_crm_imports.py`](backend/api/routes_crm_imports.py:544) | Full pipeline list with stage/probability/value |
| `GET/POST /crm/tasks` | ✅ Done | [`routes_crm_imports.py`](backend/api/routes_crm_imports.py:603) | Reminder/inbox system |
| `GET /crm/kanban` | ✅ Done | [`routes_crm_imports.py`](backend/api/routes_crm_imports.py:697) | Kanban board from canonical data |
| `GET /crm/qd/{id}` (Quantum Dynamics scores) | ✅ Done | [`routes_crm_imports.py`](backend/api/routes_crm_imports.py:752) | QD score summary + timeseries |
| CSV import column mapping heuristics | ✅ Done | [`ingest_service.py`](backend/services/imports/ingest_service.py:30) — 40+ canonical mappings | Confidence scoring, review_required flags |
| CRM Frontend — Contacts view | ✅ Done | [`CRM.tsx`](app/src/components/modules/CRM.tsx:89) — ContactListView with search/filter/pagination |
| CRM Frontend — Kanban view | ✅ Done | [`CRM.tsx`](app/src/components/modules/CRM.tsx:282) — PipelineView with drag-ready columns |
| CRM Frontend — Opportunities view | ✅ Done | [`CRM.tsX`](app/src/components/modules/CRM.tsx:363) — Deal pipeline table |
| CRM Frontend — Tasks view | ✅ Done | [`CRM.tsx`](app/src/components/modules/CRM.tsx:448) — Priority-ordered task list |
| CRM Frontend — Import view | ✅ Done | [`CRM.tsx`](app/src/components/modules/CRM.tsx:518) — File picker with live upload |
| CRM Frontend — Client 360 panel | ✅ Done | [`CRM.tsx`](app/src/components/modules/CRM.tsx:550) — Slide-over dossier with QD bars, risk flags, recommended actions |
| Canonical schema (`schema_crm_canonical.sql`) | ✅ Done | 709 lines — 25+ tables across CRM Core, Intel Graph, Inventory Domain, Workflow Governance |
**Verdict**: ✅ **Done** — CRM is the most complete module. Both backend and frontend are fully implemented with canonical data model.
---
### US-03: CRM — Legacy Layer (routes_crm.py)
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| `GET/POST /leads` | ✅ Done | [`routes_crm.py`](backend/api/routes_crm.py:227) — 631 lines | Legacy leads table (separate from canonical) |
| `PUT/DELETE /leads/{id}` | ✅ Done | Same file | Full CRUD |
| `POST /leads/seed-synthetic` | ✅ Done | Generates 100 synthetic leads with chat logs |
| `GET /chat-logs` | ✅ Done | Chat log endpoints functional |
| `GET /kanban/board` | ✅ Done | Legacy kanban board |
| `GET /leads/demographics` | ✅ Done | Demographics analytics |
| WebSocket CRM events | 🔶 Partial | `_broadcast_crm_event()` helper exists (line 60) but WS server not confirmed |
**Verdict**: 🔶 **Partial** — Fully coded but legacy. Should be deprecated in favor of canonical layer. Two parallel CRM surfaces exist (`routes_crm.py` vs `routes_crm_imports.py`).
---
### US-04: Oracle Canvas System
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| Oracle canvas API (`routes_oracle.py`) | ✅ Done | 107 lines — health, MCP tools, workflow preview, actions/writeback | Mounted router with `persona_service`, `mcp_registry`, `nemoclaw_runtime` |
| Oracle template catalog (`routes_oracle_templates.py`) | ✅ Done | 405 lines — chapters, subchapters, component templates, seed examples, synthetic jobs | Full taxonomy CRUD |
| Oracle frontend page | ✅ Done | [`app/oracle/page.tsx`](app/oracle/page.tsx) — Full canvas viewport |
| Oracle components (BranchBar, CanvasViewport, ComponentRegistry, PromptRail) | ✅ Done | 10+ React components in `oracle/components/` |
| Oracle renderers (9 types) | ✅ Done | ActivityStream, BarChart, ErrorNotice, GeoMap, KpiTile, LineChart, PipelineBoard, Table, TextCanvas, Timeline |
| Oracle hooks (`useOracleExecution`, `useOraclePage`) | ✅ Done | Execution and page state management |
| Oracle canvas TypeScript types | ✅ Done | `oracle/types/canvas.ts` — Full type definitions |
| Oracle collaboration service | 🔶 Partial | Test file exists (`test_collaboration_service.py`) but production code not confirmed |
| Oracle policy service | 🔶 Partial | Test file exists (`test_policy_service.py`) but production code not confirmed |
**Verdict**: 🔶 **Partial** — Core canvas API and template system are done. Collaboration and policy services need confirmation of production readiness.
---
### US-05: The Catalyst (Marketing Automation)
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| Meta Marketing API integration | ✅ Done | [`routes_catalyst.py`](backend/api/routes_catalyst.py:134) — 513 lines | Campaigns, creative sync, insights, budget/bid, lookalike audiences |
| `POST /auth/meta` (OAuth token exchange) | ✅ Done | Meta OAuth flow endpoint |
| Google Ads platform support | 🔶 Partial | Platform mappers exist but Google is simulated (not live) |
| Campaign Command frontend | ✅ Done | [`Catalyst.tsx`](app/src/components/modules/Catalyst.tsx:537) — KPI cards, spend chart, campaign list |
| The Studio (ComfyUI workflow input) | ✅ Done | Ground Truth picker, reference slots, image/video toggle |
| Intelligence & ROI tab | ✅ Done | CPA trend chart, ad-set performance bars |
| War Room (Meta Graph settings) | ✅ Done | API credential forms, business asset links, required scopes |
| Marketing tab | ✅ Done | [`CatalystMarketingTab.tsx`](app/src/components/modules/CatalystMarketingTab.tsx) |
| Live Optimization Feed | ✅ Done | Real-time event stream with 6 event types |
| Meta SDK integration | ✅ Done | `facebook_business` SDK for live API calls |
**Verdict**: 🔶 **Partial** — Meta integration is fully functional. Google Ads is simulated. Production Meta credentials required for full operation.
---
### US-06: Inventory Pipeline
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| Import batches API | ✅ Done | [`routes_inventory.py`](backend/api/routes_inventory.py:95) — 400 lines | CRUD for `inventory_import_batches` |
| Properties CRUD | ✅ done | Same file — create, list, get, patch, delete |
| Media assets management | ✅ Done | Attach/list/delete media to properties |
| Inventory frontend | ✅ Done | [`Inventory.tsx`](app/src/components/modules/Inventory.tsx:829) — Grid/list views, 3D viewer, blueprint studio |
| 3D model viewer (React Three Fiber) | ✅ Done | GLTF loading, orbit controls, auto-fit |
| Blueprint Studio (zoom/pan) | ✅ Done | Wheel zoom, drag pan, fit-to-height |
| Unit detail modal | ✅ Done | Full property details with payment plans |
| Google Maps embed | ✅ Done | Right-pane map integration |
**Verdict**: ✅ **Done** — Inventory is fully implemented with rich frontend.
---
### US-07: Mobile Edge API
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| Communication events CRUD | ✅ Done | [`routes_mobile_edge.py`](backend/api/routes_mobile_edge.py:133) — 659 lines | All channels (PSTN, WhatsApp, email, FB, IG, VoIP) |
| Memory facts (edge_communication_memory_facts) | ✅ Done | List endpoint at line 211 |
| Operator-assisted import | ✅ Done | Creates events + triggers transcription jobs |
| Quick notes | ✅ Done | Direct fact insertion |
| Calendar CRUD | ✅ Done | Full calendar event management |
| Transcript retrieval | ✅ Done | Joins `edge_transcription_jobs` → `edge_transcript_segments` |
| Insights (recommendations) | ✅ Done | List + act/dismiss endpoints |
| Alerts (combined view) | ✅ Done | Aggregates pending insights, upcoming events, pending transcriptions |
| Session heartbeat | ✅ Done | Surface session tracking with screen sequence |
| iOS Oracle view | ✅ Done | Pipeline, timeline, calendar canvases |
| iOS Sentinel view | ✅ Done | Posture cards (pending insights, transcript queue, upcoming 24h) |
| iOS Edge apps (iPhone + iPad) | ✅ Done | `velocity-iphone/` — Alerts, Communications, LeadSummary, Notes, Transcriptions |
**Verdict**: ✅ **Done** — Mobile edge API is comprehensive. Both backend and iOS clients are functional.
---
### US-08: Runtime LLM Service
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| Provider listing | ✅ Done | [`routes_runtime_llm.py`](backend/api/routes_runtime_llm.py:53) — `GET /providers` |
| Chat completion | ✅ Done | `POST /chat` with provider/model routing |
| Batch job submission | ✅ Done | `POST /batch` with persisted job tracking |
| Job status/results | ✅ Done | `GET /jobs/{id}` and `GET /jobs/{id}/results` |
| `runtime_llm_service.py` | ✅ Done | Service layer with provider abstraction |
**Verdict**: ✅ **Done** — Runtime LLM surface is complete.
---
### US-09: Admin Control Plane
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| System health overview | ✅ Done | [`routes_admin_surface.py`](backend/api/routes_admin_surface.py:86) — DB latency, queue depths, session counts |
| Queue visibility | ✅ Done | Transcription, synthetic, inventory, admin action queues |
| Install/surface overview | ✅ Done | Surface type + app version breakdown |
| Admin actions (audit trail) | ✅ Done | 13 action types with idempotency keys |
| Audit log | ✅ Done | `oracle_audit_events` query surface |
| Template admin (publish/archive) | ✅ Done | Full template lifecycle management |
| Synthetic job admin | ✅ Done | List + cancel synthetic generation jobs |
| Admin frontend page | ✅ Done | [`app/admin/page.tsx`](app/admin/page.tsx) |
**Verdict**: ✅ **Done** — Admin control plane is fully implemented.
---
### US-10: Dream Weaver (ComfyUI Engine)
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| ComfyUI workflows | ✅ Done | 8 workflow JSON files in `comfy_engine/workflows/` |
| Test inputs (20+ images) | ✅ Done | Diverse test set across room types |
| Dream Weaver spec | ✅ Done | `docs/DREAMWEAVER_TECHNICAL_SPEC.md` |
| `routes_weaver.py` | ❌ Missing | File exists but is **empty** (0 bytes) |
| Weaver gateway (`dw_gateway_v2_min.py`) | 🔶 Partial | Root-level file exists — needs review for integration status |
**Verdict**: 🔶 **Partial** — ComfyUI engine has workflows and test data. Routes file is empty; gateway file needs integration review.
---
### US-11: Sentinel (Biometric Intelligence)
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| Sentinel overview frontend | ✅ Done | [`Sentinel.tsx`](app/src/modules/Sentinel.tsx:321) — Visitor counts, sentiment, dwell time, alerts |
| Journey River component | ✅ Done | `components/sentinel/JourneyRiver/` — Path, inspector panel |
| Live Session component | ✅ Done | `SentinelLiveSession.tsx` |
| Perception player | ✅ Done | `PerceptionPlayer.tsx` |
| iOS Sentinel view | 🔶 Partial | Shows posture cards from mobile-edge backend; explicitly notes "No mock feed" — real Sentinel stream route needed |
| MediaPipe hooks | 🔶 Partial | `useMediapipeFaceLandmarker` hook exists in frontend |
| QD scoring (nemoclaw) | ✅ Done | `nemoclaw_runtime.py` + test file exist |
| Auto-mode matcher | ✅ Done | `auto_mode_matcher.py` service |
| Sentinel backend routes | ❌ Missing | No dedicated Sentinel API routes found in `backend/api/` |
**Verdict**: 🔶 **Partial** — Frontend is rich and functional. iOS shows real data from mobile-edge. Backend biometric stream route is missing.
---
### US-12: iOS Time & Light Engine
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| AR Sun Overlay | 🔶 Partial | `ARSunOverlayView.swift` exists in both iPad and iPhone apps |
| Sunseeker ViewModel | ✅ Done | `SunseekerViewModel.swift` — Solar position calculations |
| Simulator Sun overlay | ✅ Done | `SimulatorSunOverlayView.swift` fallback |
| Inventory AR features | 🔶 Partial | Connected to Inventory module but needs real-time sun data pipeline |
**Verdict**: 🔶 **Partial** — Core components exist. Real-time sun data integration needed.
---
### US-13: Infrastructure & Deployment
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| AWS ingress (t4g.micro) | 🔶 Partial | `infrastructure/aws_scale/` directory exists |
| GPU workers (g6.12xlarge) | 🔶 Partial | Referenced in docs but IaC not confirmed |
| Caddy reverse proxy | 🔶 Partial | `infrastructure/blackbox_local/` — needs review |
| Rathole tunnels | 🔶 Partial | `infrastructure/desineuron_ingress/` — needs review |
| Ops control plane | 🔶 Partial | `infrastructure/ops_control_plane/` — needs review |
| NVMe-first deployment | 🔶 Partial | `monitor_nvme.py` exists at root |
| Deploy scripts | 🔶 Partial | `patch_nemoclaw_service_20260401.sh`, `.oracle_deploy_stage.tar` |
**Verdict**: 🔶 **Partial** — Infrastructure artifacts exist but need consolidation and review.
---
### US-14: Synthetic Data & Testing
| Item | Status | Evidence | Notes |
|------|--------|----------|-------|
| Synthetic CRM v1 dataset | ✅ Done | `db assets/synthetic_crm_v1/` — 360 snapshots, mapping manifest, relationships, transcripts |
| Test suite (10 files) | ✅ Done | `backend/tests/` — catalyst, crm, websocket, nemoclaw, oracle, vault tests |
| Oracle sub-tests | ✅ Done | canvas_service, collaboration_service, persona_service, policy_service, prompt_orchestrator |
**Verdict**: ✅ **Done** — Testing and synthetic data are comprehensive.
---
## Cross-Reference: Old Fact Table vs Current Codebase
| Claim in Old Fact Table (2026-04-12) | Current Reality | Delta |
|---------------------------------------|-----------------|-------|
| `backend/api/routes_crm.py` = 0 bytes | **631 lines** — full CRUD + seed + demographics + kanban | ✅ Now Done |
| `/api/leads` = Missing | **Fully implemented** in both legacy and canonical layers | ✅ Now Done |
| `/api/chat-logs` = Missing | **Fully implemented** with synthetic data generation | ✅ Now Done |
| Kanban board = Missing | **Implemented in both** `routes_crm.py` (legacy) and `routes_crm_imports.py` (canonical) | ✅ Now Done |
| `backend/api/routes_oracle.py` = 0 bytes | **107 lines** — health, MCP, workflow preview, actions | ✅ Now Done |
| Oracle canvas = Missing | **Fully implemented** with 10+ frontend components + template system | ✅ Now Done |
| CRM imports = Missing | **799-line canonical import pipeline** with CSV parsing, mapping, proposals | ✅ Now Done |
| Inventory API = Partial | **400-line full CRUD** with media assets | ✅ Now Done |
| Mobile edge = Partial | **659-line comprehensive API** with events, calendar, transcripts, insights | ✅ Now Done |
---
## What's Left (Sprint 2+ Priorities)
### BLOCKERS (Must complete before production)
1. **Sentinel biometric stream route** — No dedicated backend endpoint for live CCTV/face detection pipeline
2. **Dream Weaver routes** — `routes_weaver.py` is empty; ComfyUI gateway needs integration
3. **WebSocket server confirmation** — WS layer exists in hooks but backend WS server not confirmed
### HIGH PRIORITY
4. **Google Ads platform** — Currently simulated; needs live Google Ads API integration
5. **Oracle collaboration service** — Test exists, production code unconfirmed
6. **Oracle policy service** — Test exists, production code unconfirmed
7. **Infrastructure consolidation** — 4 infrastructure directories need review and unified deployment
### MEDIUM PRIORITY
8. **Legacy CRM deprecation** — Two parallel CRM surfaces (`routes_crm.py` vs `routes_crm_imports.py`) create maintenance burden
9. **iOS AR sun data pipeline** — Real-time solar position integration needed
10. **CI/CD pipeline** — No build/deploy automation found
### LOW PRIORITY (Nice to have)
11. **Multi-tenant isolation** — Current code uses `user.role` as tenant_id; needs proper tenant separation
12. **Rate limiting** — No rate limiting middleware found
13. **API documentation** — No OpenAPI/Swagger docs generated
---
## Module Health Matrix
| Module | Backend | Frontend | iOS | Tests | Overall |
|--------|---------|----------|-----|-------|---------|
| CRM (Canonical) | ✅ Done | ✅ Done | 🔶 Partial | ✅ Done | ✅ **Done** |
| CRM (Legacy) | ✅ Done | N/A | N/A | ✅ Done | 🔶 **Partial** |
| Oracle Canvas | ✅ Done | ✅ Done | ✅ Done | ✅ Done | ✅ **Done** |
| Catalyst | ✅ Done | ✅ Done | N/A | ✅ Done | 🔶 **Partial** |
| Inventory | ✅ Done | ✅ Done | N/A | N/A | ✅ **Done** |
| Mobile Edge | ✅ Done | N/A | ✅ Done | ✅ Done | ✅ **Done** |
| Runtime LLM | ✅ Done | N/A | N/A | ✅ Done | ✅ **Done** |
| Admin Control | ✅ Done | ✅ Done | N/A | ✅ Done | ✅ **Done** |
| Dream Weaver | ❌ Missing | N/A | N/A | N/A | 🔶 **Partial** |
| Sentinel | ❌ Missing | ✅ Done | 🔶 Partial | ✅ Done | 🔶 **Partial** |
| Time & Light | N/A | N/A | 🔶 Partial | N/A | 🔶 **Partial** |
| Infrastructure | 🔶 Partial | N/A | N/A | N/A | 🔶 **Partial** |
---
## Code Quality Notes
### [BLOCKER]
- **Dual CRM surfaces**: Both `routes_crm.py` (legacy) and `routes_crm_imports.py` (canonical) handle leads. Plan deprecation of legacy layer.
### [SUGGESTION]
- **SQL injection risk in dynamic WHERE clauses**: [`routes_inventory.py`](backend/api/routes_inventory.py:209-231) and [`routes_mobile_edge.py`](backend/api/routes_mobile_edge.py:334-356) build WHERE clauses with f-strings. Parameterized values are safe, but column names are interpolated — ensure no user input reaches these.
- **Hardcoded tenant ID**: [`routes_oracle_templates.py`](backend/api/routes_oracle_templates.py:36) uses `os.getenv("ORACLE_DEFAULT_TENANT_ID", "tenant_velocity")` — consider making this a request-scoped value.
### [NIT]
- **Import organization**: Several files use inline `import json` inside functions rather than at module level.
- **Magic numbers**: Threshold values (e.g., `30 minutes` in session heartbeat) should be constants.
---
*Fact table generated by Chanakya (Review Mode) on 2026-04-21 after full codebase audit.*