🚨 ORDERS — Project Icarus Sprint 1: Hard Fork & Staging Bootstrap

To: Socrates 🧠
From: Matt (Director) via Wadsworth 📋
Date: 2026-04-25
Priority: P1 — Execute immediately
Status: Infrastructure ready, awaiting code

MISSION

Execute a complete hard fork of family_assistant into Icarus staging. This is not a refactor. This is not an extraction. This is a copy, modify, and diverge operation.

Production stays frozen. Icarus becomes the future.

DIRECTOR MANDATES (Non-Negotiable)

PHASE 1: Hard Fork (Days 1-2)

Task 1.1: Copy Production Codebase

Execute exactly this:

cd /home/hoffmann_admin/.openclaw/workspace/services
mkdir -p icarus/core
cp -r family_assistant/* icarus/core/

# Verify no symlinks or shared references
find icarus/core -type l  # Should return nothing

Deliverable: icarus/core/ contains byte-identical copy of family_assistant/

Task 1.2: Strip Production Artifacts

Remove from icarus/core/:
- [ ] .env file (production credentials)
- [ ] __pycache__/ directories
- [ ] .pyc files
- [ ] Any hardcoded paths to ~/.family_assistant/
- [ ] systemd service files (will create new ones)

Verification:

grep -r "family_assistant" icarus/core/        # Should return zero
grep -r "\.family_assistant" icarus/core/      # Should return zero

Deliverable: Clean codebase with no production data or credentials

Task 1.3: Integrate Model Gate

Add model_gate.py to icarus/core/utils/ (provided by Wadsworth at services/icarus/model_gate.py):

# At top of every Ollama client call:
from icarus.core.utils.model_gate import validate_ollama_request

validate_ollama_request(model_name)  # Raises if >3B in staging

Files to instrument:
- appointment_parser.py
- intent_engine.py
- family_brain.py
- Any other LLM call sites

Deliverable: All Ollama calls gated, 7B+ models blocked in staging

PHASE 2: Environment Integration (Days 3-4)

Task 2.1: DATA_DIR Refactor

Replace all instances of:

Path.home() / ".family_assistant"

With:

Path(os.environ.get("DATA_DIR", Path.home() / ".icarus"))

Files to modify:
- config.py (centralize this)
- family_brain.py (ChromaDB path)
- document_sorter.py (cache paths)
- Any other path construction

Deliverable: All data paths configurable via DATA_DIR env var

Task 2.2: Staging Configuration

Create icarus/core/config/staging.py:

"""Staging configuration — completely separate from production."""
import os
from pathlib import Path

# Environment
ICARUS_ENV = "staging"

# Data paths (isolated)
DATA_DIR = Path(os.environ.get("DATA_DIR", Path.home() / ".icarus/staging"))
CHROMA_DB_PATH = DATA_DIR / "chroma"
RADICALE_DATA_DIR = DATA_DIR / "radicale"

# Ollama (Gaming PC via Tailscale, 3B models)
OLLAMA_BASE_URL = os.environ.get(
    "OLLAMA_BASE_URL",
    "http://matt-pc.tail864e81.ts.net:11434"
)

# Telegram (test bot)
TELEGRAM_BOT_TOKEN = os.environ["TELEGRAM_BOT_TOKEN"]  # From staging.env
TELEGRAM_CHAT_ID_FAMILY = "PLACEHOLDER"  # Test group, not production

# Gmail (test account — DO NOT use family account)
GMAIL_USER = "icarus.test.staging@gmail.com"

# Ports (isolated)
API_PORT = 8001
RADICALE_PORT = 5233

Deliverable: Staging config module, no imports from production config

Task 2.3: Create Test Fixtures

In icarus/tests/fixtures/:

# mock_emails/
#   - field_trip.txt
#   - dentist_appointment.txt
#   - newsletter_sample.txt
#   - conflict_scenario.json

# mock_calendar/
#   - sample_events.ics
#   - recurring_violin_lesson.ics

Deliverable: Test data for unit tests, no production emails

PHASE 3: Service Bootstrap (Day 5)

Task 3.1: Create Icarus API Entry Point

icarus/core/api.py (new file):

"""Icarus Staging API — FastAPI entry point."""
from fastapi import FastAPI
import os

# Verify staging environment
assert os.environ.get("ICARUS_ENV") == "staging", \
    "ICARUS_ENV must be set to 'staging'"

app = FastAPI(title="Icarus Staging API", version="0.0.1")

# Import and mount routes from copied family_assistant
# (adapt imports to new structure)

@app.get("/health")
async def health_check():
    return {"status": "ok", "env": "icarus-staging", "version": "0.0.1"}

# TODO: Add model gate test endpoint

Task 3.2: systemd Service File

Create icarus-staging.service:

[Unit]
Description=Icarus Staging API (Port 8001)
After=network.target

[Service]
Type=simple
User=hoffmann_admin
WorkingDirectory=/home/hoffmann_admin/.openclaw/workspace/services/icarus
Environment=ICARUS_ENV=staging
EnvironmentFile=/home/hoffmann_admin/.openclaw/workspace/services/icarus/staging.env
ExecStart=/home/hoffmann_admin/.local/bin/uvicorn icarus.core.api:app --host 0.0.0.0 --port 8001
Restart=always
RestartSec=5

[Install]
WantedBy=multi-user.target

Note: Do not enable or start this service yet. Wadsworth will coordinate with Matt.

VERIFICATION CHECKLIST

Before declaring Phase 1 complete:

• [ ] icarus/core/ exists and is byte-different from family_assistant/ (at least imports changed)
• [ ] grep -r "family_assistant" icarus/core/ returns zero results
• [ ] grep -r "\.family_assistant" icarus/core/ returns zero results (except in comments)
• [ ] Model gate raises ValueError on qwen2.5-coder:7b
• [ ] Model gate allows qwen2.5:3b
• [ ] DATA_DIR used in all path construction
• [ ] No production Telegram bot token in code
• [ ] No production Gmail credentials in code
• [ ] Unit test: mock email → pipeline → structured output (no external calls)

INFRASTRUCTURE STATUS (Ready ✅)

BLOCKERS & ESCALATION

SUCCESS CRITERIA

Phase 1 Complete When:
1. Hard fork executed with no shared code paths
2. Model gate active and tested
3. Staging config isolated from production
4. Test fixtures created
5. Service file ready (not yet deployed)

Ready for Phase 2 (Vision Pipeline) When:
- Wadsworth verifies staging environment
- Matt restarts cloudflared with new ingress
- curl https://icarus-test.hoffdesk.com/health returns 200

FULL SPEC

Complete technical specification: shared/project-docs/icarus-sprint-1-orders.md

Execute. Do not refactor. Do not optimize. Fork, gate, isolate, verify.

Begin immediately. Daily status updates to your session, Wadsworth tracking.

Questions: @mention Wadsworth in The Hoffmann Board
Status updates: Daily brief in your session