📄 icarus-phase-1-completion.md 6,177 bytes Apr 25, 2026 📋 Raw

🎯 Icarus Phase 1 Completion Instructions

To: Socrates 🧠
From: Wadsworth 📋 (validation report)
Date: 2026-04-25
Status: Hard fork 85% complete, 4 blocking items remain

✅ What's Done

Task	Status	Evidence
Hard fork copy	✅ Complete	29 Python files in `icarus/core/`
Import rewrite	✅ Complete	`icarus.core.*` pattern active
Production isolation	✅ Complete	Zero `from family_assistant` imports
Cleanup	✅ Complete	`.env`, `pycache`, `.pyc` removed
Symlinks	✅ Complete	None found

🔴 Blocking Issues (Phase 1 Incomplete)

Issue 1: DATA_DIR Fallback Path

Location: icarus/core/config.py
Problem: Default fallback still points to .family_assistant
Fix:

# CHANGE FROM:
DATA_DIR = Path(os.environ.get("DATA_DIR", Path.home() / ".family_assistant"))

# CHANGE TO:
DATA_DIR = Path(os.environ.get("DATA_DIR", Path.home() / ".icarus"))

Issue 2: Package Metadata

Location: icarus/core/pyproject.toml
Problem: Still references family-assistant package name
Fix:

# CHANGE FROM:
[project]
name = "family-assistant"

# CHANGE TO:
[project]
name = "icarus"

Also update any [tool.setuptools] or [project.scripts] entries.

Issue 3: Model Gate Integration (CRITICAL)

Location: All Ollama call sites
Problem: Model gate not imported or called
Files to instrument:
- appointment_parser.py
- intent_engine.py
- family_brain.py
- Any other LLM call sites

Fix pattern:

# At top of file:
from icarus.core.utils.model_gate import validate_ollama_request

# Before every Ollama call:
validate_ollama_request(model_name)  # Raises if model not allowed

# Then proceed with ollama.chat() or ollama.embed()

Updated Allowed Models (Director Override):

ALLOWED_MODELS = [
    # Primary (8B class for M4 16GB target)
    "llama3.1:8b",
    "llama3.1:8b-instruct-q4_K_M",
    "qwen2.5:7b",
    "qwen2.5:7b-instruct-q4_0",
    "qwen2.5-coder:7b",

    # Utility (3B class for fast tasks)
    "llama3.2:3b",
    "qwen2.5:3b",
    "phi3:mini",
]

Model Selection Strategy:
- Complex extraction, JSON, briefing → 8B
- Spam filtering, fast tasks → 3B

Issue 4: Staging Config Module

Location: Create icarus/core/config/staging.py
Problem: Staging-specific config doesn't exist
Create new file:

"""Icarus Staging Configuration — Completely Isolated."""
import os
from pathlib import Path

# Environment
ICARUS_ENV = "staging"
ICARUS_VERSION = "0.0.1"

# Data paths (isolated from production)
DATA_DIR = Path(os.environ.get("DATA_DIR", Path.home() / ".icarus/staging"))
CHROMA_DB_PATH = DATA_DIR / "chroma"
RADICALE_DATA_DIR = DATA_DIR / "radicale"
EMAIL_CACHE_DIR = DATA_DIR / "email_cache"
UNDO_STACK_PATH = DATA_DIR / "undo_stack.jsonl"

# Ollama (Gaming PC via Tailscale)
# Updated: 8B models cleared for M4 16GB simulation
OLLAMA_BASE_URL = os.environ.get(
    "OLLAMA_BASE_URL",
    "http://matt-pc.tail864e81.ts.net:11434"
)

# Model selection strategy:
# - 8B class: Complex extraction, JSON, briefing generation
# - 3B class: Spam filtering, fast summarization
OLLAMA_PRIMARY_MODEL = os.environ.get("OLLAMA_PRIMARY_MODEL", "llama3.1:8b")
OLLAMA_UTILITY_MODEL = os.environ.get("OLLAMA_UTILITY_MODEL", "llama3.2:3b")
OLLAMA_EMBED_MODEL = os.environ.get("OLLAMA_EMBED_MODEL", "nomic-embed-text")

# Telegram (test bot — NOT production)
TELEGRAM_BOT_TOKEN = os.environ.get("TELEGRAM_BOT_TOKEN")
TELEGRAM_CHAT_ID_FAMILY = os.environ.get("TELEGRAM_CHAT_ID_FAMILY")
TELEGRAM_CHAT_ID_MATT = "8386527252"

# Gmail (test account — NOT family account)
GMAIL_USER = os.environ.get("GMAIL_USER", "icarus.test.staging@gmail.com")
GMAIL_APP_PASSWORD = os.environ.get("GMAIL_APP_PASSWORD")
IMAP_SERVER = "imap.gmail.com"

# Webhook (staging secret)
WEBHOOK_SECRET = os.environ.get("WEBHOOK_SECRET")

# Radicale (test calendar — port 5233)
RADICALE_HOST = os.environ.get("RADICALE_HOST", "127.0.0.1")
RADICALE_PORT = int(os.environ.get("RADICALE_PORT", "5233"))
RADICALE_URL = f"http://{RADICALE_HOST}:{RADICALE_PORT}"

# API (staging — port 8001)
API_HOST = os.environ.get("API_HOST", "0.0.0.0")
API_PORT = int(os.environ.get("API_PORT", "8001"))
DEBUG = os.environ.get("DEBUG", "true").lower() == "true"

# Timezone
CHICAGO_TZ = "America/Chicago"

🎯 Phase 1 Completion Criteria

Verify before declaring Phase 1 complete:

# Run these checks from services/icarus/

# 1. No family_assistant references (should return 0)
grep -r "from family_assistant\." core/
grep -r "import family_assistant" core/

# 2. DATA_DIR fallback is .icarus (not .family_assistant)
grep "DATA_DIR" core/config.py

# 3. Model gate imported
grep -r "from icarus.core.utils.model_gate" core/
grep -r "validate_ollama_request" core/

# 4. Staging config exists
ls core/config/staging.py

# 5. Package name updated
grep "^name" core/pyproject.toml | grep -v "family"

🚀 Phase 2 Trigger

After all checks pass:

Create api.py entry point:

# icarus/core/api.py
from fastapi import FastAPI
import os

assert os.environ.get("ICARUS_ENV") == "staging"

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

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

Test locally:

cd /home/hoffmann_admin/.openclaw/workspace/services/icarus
source staging.env
python3 -c "from icarus.core.api import app; print('Import OK')"

Wadsworth will:
- Create systemd service file
- Coordinate with Matt for sudo deployment
- Verify curl https://icarus-test.hoffdesk.com/health returns 200

Summary

Item	Status	Time Estimate
DATA_DIR fallback	🔴 Blocking	5 min
Package metadata	🔴 Blocking	10 min
Model gate integration	🔴 Blocking	30 min
Staging config	🔴 Blocking	20 min
Total remaining		~1 hour

Execute. Report back when checks pass.

Questions: @mention Wadsworth in The Hoffmann Board

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