51 tasks across 17 groups covering the full Phase 1 build:
Group 1 (5 tasks): Foundation — branch, sub-module skeleton, shared
fields on _core, LLMProvider contract for local LLM readiness
Group 2 (8 tasks): Reconcile engine — TDD-layered build of
matching_strategies, exchange_diff, memo_tokenizer, precedent_lookup,
pattern_extractor, confidence_scoring 4-pass pipeline, the AbstractModel
engine with 6-method API, and Hypothesis property-based tests
Group 3 (4 tasks): Models — fusion.reconcile.pattern,
fusion.reconcile.precedent, fusion.reconcile.suggestion, widget transient,
and inherits on Community account.bank.statement.line + account.reconcile.model
Group 4-5 (6 tasks): Integration tests with SQL fixtures from real Westin
reconciles + AI prompts + adapter fill-ins + AI tools refactor
Group 6-7 (3 tasks): Materialized view, cron schedules, and 10-endpoint
JSON-RPC controller with auth guards
Group 8-10 (10 tasks): Frontend — SCSS tokens, service, kanban controllers,
all 18 Enterprise-mirror OWL components, and 5 fusion-only components
(ai_suggestion folder, batch_action_bar, attachment_strip,
partner_history_panel, reconcile_model_picker)
Group 11-13 (5 tasks): Wizards (auto-reconcile + bulk), migration wizard
inheritance with bootstrap of 16,500 historical reconciliations + audit
report PDF + round-trip test, coexistence menu/group + tests
Group 14-16 (3 tasks): 5 OWL tour tests, performance benchmarks against
P95 targets, local LLM compatibility test against LM Studio
Group 17 (4 tasks): Closeout — meta-module manifest update, sub-module
docs, end-to-end smoke test, completion tag
TDD discipline throughout: every code task is red test → impl → green
→ commit. Property-based tests for amount invariants. Migration round-
trip test asserts byte-identical reconciliation state pre/post Enterprise
uninstall. All testing on local OrbStack VM only (environment-safety
rule applies).
Made-with: Cursor
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