Add personal report parity planning and weather visuals

2026-05-07 07:22:33 -05:00
parent 3e50fb9a49
commit 92491adf85
9 changed files with 987 additions and 38 deletions
--- a/OpenJibo/docs/feature-backlog.md
+++ b/OpenJibo/docs/feature-backlog.md
@@ -476,7 +476,7 @@ Current release theme:

 ### Next Up (`2026-05-06`): Dialog Parsing Expansion And Ambiguity Guardrails

- Status: `ready`
+- Status: `polish`
 - Tags: `protocol`, `content`, `stt`, `docs`
 - Why now:
  - this is the next queued `1.0.19` implementation slice after weather provider bring-up
@@ -487,6 +487,13 @@ Current release theme:
  - add ambiguity guardrails for overlapping intents (date vs birthday, generic chat vs memory set/lookup, weather variants)
  - preserve command-vs-question personality behavior and stock skill launch compatibility
  - add focused tests for new phrase families and negative boundary cases
+- Progress update (`2026-05-07`):
+  - implemented date/time guardrails so birthday phrasing is not misrouted to date
+  - expanded phrase coverage for:
+    - birthday alias set/recall (`bday` variants)
+    - shorthand favorites (`my favorite sport football`)
+    - weather phrasing (`what's today's weather look like`, `will it be sunny tomorrow`)
+  - updated continuation deferral so complete shorthand favorites finalize instead of waiting for missing continuation
 - Exit criteria:
  - ambiguous phrase handling is improved without regressions in existing `1.0.19` features
  - phrase imports are documented and traceable to Pegasus parser sources
@@ -678,6 +685,76 @@ Current release theme:
  - connect weather units and location directly to user/report-skill settings parity instead of config defaults
  - add richer condition-change commentary and view parity with original report-skill weather behaviors

+### 26. Presence-Aware Greetings And Identity Proactivity
+
+- Status: `ready`
+- Tags: `protocol`, `content`, `storage`, `docs`
+- Why now:
+  - this is the next personality-charm expansion after parser guardrail and weather bring-up
+  - Pegasus greetings behavior is strongly tied to presence/identity signals and proactive cooldown policy
+  - current OpenJibo has memory/proactivity foundations but no first-class presence extraction path yet
+- Pegasus source anchors:
+  - `C:\Projects\jibo\pegasus\packages\hub\be-skills\greetings_manifest.json`
+  - `C:\Projects\jibo\sdk\skills\greetings\src\GreetingsSkill.ts`
+  - `C:\Projects\jibo\sdk\skills\greetings\src\GreetingsSM.ts`
+  - `C:\Projects\jibo\pegasus\packages\hub\src\proactive\ProactiveTransactionHandler.ts`
+  - `C:\Projects\jibo\pegasus\packages\hub\src\proactive\tools\ContextTools.ts`
+- Scope:
+  - extract presence/identity context (`speaker`, `peoplePresent`, focused person) from runtime context payload
+  - add greeting intent families and state-machine split for reactive vs proactive greeting routes
+  - add cooldown and trigger-source guardrails for proactive greetings
+  - start person-aware greeting hooks (name-aware greeting, morning greeting policy, return greeting policy)
+- Exit criteria:
+  - presence-aware greetings are routed deterministically with tests
+  - proactive greetings are frequency-bounded and do not trigger from surprise source when blocked by policy
+  - fallback behavior remains stable when identity is unknown or context is incomplete
+  - docs and release tracking are updated with shipped scope and residual gaps
+- Tracking:
+  - [greetings-presence-plan.md](greetings-presence-plan.md)
+  - [release-1.0.19-plan.md](release-1.0.19-plan.md)
+
+### 27. Personal Report Parity Track (Weather/News/Commute/Calendar)
+
+- Status: `ready`
+- Tags: `protocol`, `content`, `storage`, `docs`
+- Why now:
+  - personal report is a core Jibo charm surface and currently split between implemented weather speech and placeholder calendar/commute/news content
+  - Pegasus weather used explicit condition animations and weather views; current OpenJibo weather is functional but visually lighter
+- Scope:
+  - weather icon/animation parity and view support
+  - broader non-local weather query handling and short-range date coverage
+  - provider-backed news ingestion and filtering
+  - commute provider path and settings schema
+  - coverage matrix for personal report parity gaps and test/capture exit criteria
+- Source anchors:
+  - `C:\Projects\jibo\pegasus\packages\report-skill\src\subskills\weather\WeatherMimLogic.ts`
+  - `C:\Projects\jibo\pegasus\packages\report-skill\resources\views\weatherHiLo.json`
+  - `C:\Projects\jibo\pegasus\packages\report-skill\src\subskills\news\NewsMimLogic.ts`
+  - `C:\Projects\jibo\pegasus\packages\report-skill\src\subskills\commute\CommuteMimLogic.ts`
+  - `C:\Projects\jibo\pegasus\packages\hub\pegasus-skills\report_skill_manifest.json`
+- Tracking:
+  - [personal-report-parity-plan.md](personal-report-parity-plan.md)
+  - [release-1.0.19-plan.md](release-1.0.19-plan.md)
+
+### 28. Grocery List Capability (Requested Feature)
+
+- Status: `discovery`
+- Tags: `content`, `docs`, `storage`
+- Why now:
+  - directly requested by Jibo owners and fits memory + household utility roadmap
+- Source findings:
+  - Pegasus has scripted responses for shopping/to-do list requests but no standalone grocery-list skill in this snapshot
+  - examples:
+    - `C:\Projects\jibo\pegasus\packages\chitchat-skill\mims\scripted-responses\RA_JBO_ShoppingList.mim`
+    - `C:\Projects\jibo\pegasus\packages\chitchat-skill\mims\scripted-responses\RA_JBO_ManageToDoList.mim`
+- Candidate delivery paths:
+  - native lightweight list skill (fastest user value)
+  - integration-backed list orchestration (long-term richer ecosystem fit)
+- Exit criteria:
+  - clear decision on MVP path
+  - first schema for list items + ownership scope
+  - initial voice flows and follow-up intent handling defined
+
 ## Suggested Order

 Before closing `1.0.18`:
@@ -696,15 +773,18 @@ For `1.0.19`:
 2. Expand memory-backed personal facts with tenant-scoped storage (beyond the first birthday/preferences foundation) - implemented
 3. Proactivity selector baseline with source-backed first offers - implemented
 4. Weather report-skill launch compatibility - implemented
-5. Dialog parsing expansion and ambiguity guardrails - queued next as of `2026-05-06`
-6. Holidays and seasonal personality behavior built on the new memory/proactivity foundation
-7. Durable memory persistence path (multi-tenant backing store)
-8. Update, backup, and restore proof
-9. STT upgrade and noise screening
-10. Hosted capture/storage plan / indexing for group testing
-11. Binary-safe media storage / sync to cloud drive: OneDrive, Google Drive, Box, etc.
-12. Provider-backed news and weather parity polish
-13. Lasso, identity, and onboarding as larger discovery-driven tracks
+5. Dialog parsing expansion and ambiguity guardrails - in progress (`2026-05-07` first guardrail slice implemented)
+6. Presence-aware greetings and identity-triggered proactivity - ready
+7. Personal report parity track (weather visuals, live news path, commute path, calendar parity matrix) - ready
+8. Holidays and seasonal personality behavior built on the new memory/proactivity foundation
+9. Durable memory persistence path (multi-tenant backing store)
+10. Update, backup, and restore proof
+11. STT upgrade and noise screening
+12. Hosted capture/storage plan / indexing for group testing
+13. Binary-safe media storage / sync to cloud drive: OneDrive, Google Drive, Box, etc.
+14. Provider-backed news and weather parity polish
+15. Grocery list capability discovery and MVP selection
+16. Lasso, identity, and onboarding as larger discovery-driven tracks

 For `1.0.20` and beyond:

--- a/OpenJibo/docs/greetings-presence-plan.md
+++ b/OpenJibo/docs/greetings-presence-plan.md
@@ -0,0 +1,173 @@
+# Greetings And Presence Plan (`1.0.19`)
+
+## Purpose
+
+Recreate the original Jibo greeting charm with modern cloud architecture:
+
+- person-aware greetings when someone is detected
+- proactive offers tied to presence, time of day, and memory
+- safe cooldown rules so proactivity feels alive, not noisy
+
+This plan is source-anchored to Pegasus and scoped to shippable slices.
+
+## Pegasus Behavior Baseline
+
+Primary source artifacts:
+
+- `C:\Projects\jibo\pegasus\packages\hub\be-skills\greetings_manifest.json`
+- `C:\Projects\jibo\sdk\skills\greetings\src\GreetingsSkill.ts`
+- `C:\Projects\jibo\sdk\skills\greetings\src\GreetingsSM.ts`
+- `C:\Projects\jibo\sdk\skills\greetings\src\states\IntentSplit.ts`
+- `C:\Projects\jibo\sdk\skills\greetings\src\states\ProactiveGreetingState.ts`
+- `C:\Projects\jibo\sdk\skills\greetings\src\states\ProactiveProbabilityState.ts`
+- `C:\Projects\jibo\sdk\skills\greetings\src\states\ShouldDoMorningGreetingState.ts`
+- `C:\Projects\jibo\sdk\skills\greetings\src\states\ShouldDoBirthdayState.ts`
+- `C:\Projects\jibo\sdk\skills\greetings\src\states\ShouldDoHolidayState.ts`
+- `C:\Projects\jibo\pegasus\packages\hub\src\proactive\ProactiveTransactionHandler.ts`
+- `C:\Projects\jibo\pegasus\packages\hub\src\proactive\tools\ContextTools.ts`
+
+Key behaviors to port:
+
+- explicit reactive/proactive greeting split
+- identity source split:
+  - reactive path uses active speaker
+  - proactive path uses present identified persons
+- hub-level proactive gating:
+  - block greetings when trigger source is `SURPRISE`
+  - throttle by interaction history (`GreetingsLaunchLast2Hours < 1`)
+- morning/birthday/holiday gates with per-user recency checks
+- optional follow-up response flow after proactive greetings
+
+## Current OpenJibo Baseline
+
+Current implementation anchor:
+
+- `C:\Projects\JiboExperiments\OpenJibo\src\Jibo.Cloud\dotnet\src\Jibo.Cloud.Application\Services\JiboInteractionService.cs`
+- `C:\Projects\JiboExperiments\OpenJibo\src\Jibo.Cloud\dotnet\src\Jibo.Cloud.Application\Services\ProtocolToTurnContextMapper.cs`
+- `C:\Projects\JiboExperiments\OpenJibo\src\Jibo.Cloud\dotnet\src\Jibo.Cloud.Application\Services\WebSocketTurnFinalizationService.cs`
+- `C:\Projects\JiboExperiments\OpenJibo\src\Jibo.Cloud\dotnet\src\Jibo.Cloud.Application\Services\ChitchatStateMachine.cs`
+- `C:\Projects\JiboExperiments\OpenJibo\src\Jibo.Cloud\dotnet\src\Jibo.Cloud.Infrastructure\Persistence\InMemoryPersonalMemoryStore.cs`
+
+What we already have:
+
+- tenant-scoped memory primitives (name, birthday, preferences, affinity)
+- proactivity baseline with pending-offer follow-up handling
+- state-machine style chitchat split (`ScriptedResponse`, `EmotionQuery`, `EmotionCommand`, `ErrorResponse`)
+- GLSM-aware websocket lifecycle and stuck-listen recovery
+
+Main gap:
+
+- no first-class presence/identity perception extraction from runtime context for greeting policy decisions
+
+## Implementation Slices
+
+### Slice G1: Presence Context Extraction And Session Snapshot
+
+Goal:
+
+- extract presence/identity fields from websocket context payload into normalized metadata for routing
+
+Initial fields:
+
+- focused speaker id
+- identified person ids present
+- total people present
+- trigger source if present
+- time-of-day helper signals
+
+Notes:
+
+- no facial-recognition implementation is needed in cloud; cloud consumes robot perception signals
+
+### Slice G2: Greeting Intent Families And Parser Guardrails
+
+Goal:
+
+- add explicit greeting intent families with question/command guardrails
+
+Initial families:
+
+- `hello`, `hey jibo`, `what's up`
+- `good morning`, `good afternoon`, `good evening`, `good night`
+- `i'm home`, `i'm back`
+- identity question (`who am i`) as a future-compatible hook
+
+Guardrails:
+
+- avoid stealing non-greeting domains
+- keep existing date/time and birthday disambiguation intact
+
+### Slice G3: Greeting State-Machine Port (OpenJibo Style)
+
+Goal:
+
+- add a greeting state-machine module with explicit route metadata like chitchat
+
+Planned routes:
+
+- `ReactiveGreeting`
+- `ProactiveGreeting`
+- `MorningGreeting`
+- `SpecialDayGreeting`
+- `OptionalResponse`
+- `ErrorResponse`
+
+Output shape:
+
+- keep stock-compatible skill payload patterns
+- preserve MIM/ESML hook points for charm content
+
+### Slice G4: Proactive Gating And Cooldowns
+
+Goal:
+
+- port the critical Pegasus policy behavior to prevent spam
+
+Phase-1 rules:
+
+- skip proactive greetings when trigger source is surprise
+- enforce per-tenant/person cooldown (target parity: 2-hour greeting window)
+- suppress proactive launch when session is unstable (pending listen/follow-up conflict)
+
+### Slice G5: Person Queue And Memory Extensions
+
+Goal:
+
+- introduce lightweight person queue/history for greeting relevance
+
+Phase-1 storage additions:
+
+- last-seen timestamp per person key
+- last-greeted timestamp per person key
+- optional preferred-name alias for spoken greeting personalization
+
+### Slice G6: Rollout, Logging, And Live Validation
+
+Goal:
+
+- ship safely with observability and test confidence
+
+Required coverage:
+
+- unit tests for context extraction and intent routing
+- websocket tests for presence-triggered greeting eligibility and cooldown behavior
+- live captures validating:
+  - no stuck listening regressions
+  - no runaway proactive loops
+  - stable fallback when identity is unknown
+
+## Suggested Build Order
+
+1. G1 context extraction + diagnostics
+2. G2 greeting parser families + guardrails
+3. G3 greeting state machine (reactive first)
+4. G4 proactive gating + cooldowns
+5. G5 person queue memory extensions
+6. G6 live validation and polish
+
+## Definition Of Done For This Track
+
+- presence-aware greeting behavior works with and without identified users
+- proactive greeting frequency is policy-bounded and observable
+- no regressions in existing `1.0.19` memory/weather/proactivity flows
+- release docs and backlog are updated with shipped scope and next slice
--- a/OpenJibo/docs/personal-report-parity-plan.md
+++ b/OpenJibo/docs/personal-report-parity-plan.md
@@ -0,0 +1,105 @@
+# Personal Report Parity Plan
+
+As-of: `2026-05-07`
+
+## Objective
+
+Bring OpenJibo personal report behavior closer to original Jibo charm while keeping cloud architecture modern and provider-agnostic.
+
+## Pegasus Findings (Source Anchors)
+
+- Weather personality and visuals were MIM-driven, not plain speech:
+  - `C:\Projects\jibo\pegasus\packages\report-skill\src\subskills\weather\WeatherMimLogic.ts`
+  - `C:\Projects\jibo\pegasus\packages\report-skill\mims\en-us\WeatherCommentRain.mim`
+  - `C:\Projects\jibo\pegasus\packages\report-skill\mims\en-us\WeatherTodayHighLow.mim`
+  - `C:\Projects\jibo\pegasus\packages\report-skill\resources\views\weatherHiLo.json`
+- Weather icons were mapped to condition/time-of-day tokens (`clear-day`, `partly-cloudy-night`, etc.) and used in `<anim cat='weather' meta='...'>`.
+- Report-skill supported reactive entrypoints beyond full personal report:
+  - `requestWeatherPR`, `requestNews`, `requestCommute`, `requestCalendar`
+  - Source: `C:\Projects\jibo\pegasus\packages\hub\pegasus-skills\report_skill_manifest.json`
+- Legacy data backends were Lasso-mediated:
+  - weather: Dark Sky
+  - commute: Google Maps directions/traffic
+  - news: AP News feeds
+  - calendar: Google/Outlook connectors
+- Parser `main_agent` explicitly includes weather/news/personal-report intents; direct commute/calendar intents are not present in that same folder snapshot:
+  - `C:\Projects\jibo\pegasus\packages\parser\dialogflow\main_agent\intents`
+- Grocery/list behavior found in Pegasus is scripted-response style, not a standalone list skill:
+  - `RA_JBO_ShoppingList.mim` and `RA_JBO_ManageToDoList.mim` are "not supported yet" style responses.
+
+## OpenJibo Current State
+
+- Personal report state machine exists and is test-backed.
+- Weather provider integration exists (OpenWeather), including current and tomorrow.
+- News and commute currently have baseline placeholder speech, not live provider-backed data orchestration.
+- Calendar is currently reply-based and not yet provider-integrated.
+
+## Gap Summary
+
+1. Weather has factual speech but needs stronger visual/personality parity.
+2. Non-local weather and broader date scopes need expansion beyond basic trailing `in <location>` and tomorrow handling.
+3. Live news feed selection and filtering strategy is not yet implemented.
+4. Commute data path and settings model are not yet mapped to an active provider integration.
+5. Full personal report parity matrix (weather/commute/calendar/news behavior details) is not yet documented as a ship checklist.
+
+## Implementation Phases
+
+## Phase 1 (In Progress): Weather Personality Lift
+
+- Add weather-condition animation metadata and expressive weather MIM-style prompt metadata to cloud weather speech.
+- Expand location phrase handling (`in/for/at`) and suffix stripping for common temporal tails.
+
+## Phase 2: Weather Visual Layer Parity
+
+- Add weather Hi/Lo view payload support (OpenJibo-side equivalent to `weatherHiLo.json` behavior).
+- Carry mapped weather icon token + hi/lo values into outbound skill action config.
+- Keep fallback behavior safe when view assets are unavailable.
+
+## Phase 3: Weather Scope Expansion
+
+- Add parser support for additional time requests (for example weekend/next-week phrasing).
+- Extend weather request model to support short-range date windows.
+- Decide whether range responses are summarized speech-only or include multi-card view behavior.
+
+## Phase 4: Live News Source
+
+- Introduce provider-backed headline ingestion with category toggles.
+- Mirror core Pegasus constraints:
+  - de-duplicate headlines
+  - filter missing summaries/images
+  - child-safe filtering mode
+- Preserve current speech fallback if provider is unavailable.
+
+## Phase 5: Commute Data Path
+
+- Implement commute provider abstraction and first provider integration.
+- Recreate core commute decision logic:
+  - minutes-left
+  - normal vs delayed traffic commentary
+  - mode-aware phrasing (drive vs transit)
+- Add settings contract for origin/destination/work-arrival/mode.
+
+## Phase 6: Personal Report Coverage Matrix
+
+- Build parity matrix across weather/news/commute/calendar:
+  - intent phrases
+  - required entities/settings
+  - provider dependencies
+  - expected MIM/view style outputs
+  - fallback behavior
+- Attach tests and capture criteria for each row.
+
+## Phase 7 (Future Release): Grocery Lists
+
+- Track as a future release item (requested by users).
+- Two candidate paths:
+  1. Native lightweight list skill (fastest to ship).
+  2. Integration-backed list orchestration (better long-term ecosystem fit).
+- Recommendation: ship native MVP first, then add integration connectors.
+
+## Next Immediate Execution
+
+1. Validate weather personality-lift behavior in live runs.
+2. Implement weather view payload support (Hi/Lo + condition icon).
+3. Draft provider plan for live news source.
+4. Draft commute provider interface + settings schema.
--- a/OpenJibo/docs/release-1.0.19-plan.md
+++ b/OpenJibo/docs/release-1.0.19-plan.md
@@ -117,6 +117,33 @@ Reference:

 - [system-diagram-alignment.md](system-diagram-alignment.md)

+## Greetings And Presence Planning Snapshot (`2026-05-07`)
+
+Pegasus greeting and presence behavior has now been captured into a source-anchored OpenJibo implementation plan.
+
+Reference:
+
+- [greetings-presence-plan.md](greetings-presence-plan.md)
+
+## Live Validation Snapshot (`2026-05-07`)
+
+User-confirmed end-to-end behavior now includes:
+
+- `Hey Jibo -> What's your cloud version?` (working)
+- `Hey Jibo -> What's the time?` (working)
+- `Hey Jibo -> Surprise me -> pizza fact -> $YESNO (Yes) -> fact` (working)
+- `Hey Jibo -> Surprise me -> pizza fact -> $YESNO (No) -> decline reply` (working)
+
+This confirms the pizza-fact offer state now keeps the yes/no branch open through completion and does not require a second wake-word reset for the follow-up answer.
+
+## Personal Report Planning Snapshot (`2026-05-07`)
+
+Personal report parity planning is now captured with Pegasus source anchors for weather visuals/animations, live news, commute, and calendar gap coverage.
+
+Reference:
+
+- [personal-report-parity-plan.md](personal-report-parity-plan.md)
+
 ## Next Queued Task (`2026-05-06`)

 Queued next `1.0.19` implementation task (now started):
@@ -136,15 +163,30 @@ First completed guardrail slice under this queue:
 - GLSM listener flow capture + telemetry mapping
 - stale pending-listen recovery path for long-open no-context/no-audio listens

+Second completed guardrail slice under this queue:
+
+- tightened date/time ambiguity handling (`what's your birthday`/`what's your bday` no longer falls into date intent)
+- expanded Pegasus-inspired memory/weather phrase coverage:
+  - birthday alias parsing (`my bday is ...`, `when is my bday`)
+  - shorthand preference sets (`my favorite sport football`)
+  - weather variants (`what's today's weather look like`, `will it be sunny tomorrow`)
+- listener continuation guardrail now differentiates incomplete preference fragments from complete shorthand preference sets
+
+Next queued implementation track after parser guardrails:
+
+- presence-aware greetings and identity-triggered proactivity (Pegasus `@be/greetings` parity slice)
+
 ## Next Slices

 1. Dialog parsing expansion (queued next as of `2026-05-06`; more phrase variants, ambiguity handling, and transcript-to-intent guardrails)
-2. Holidays and seasonal personality slice beyond pizza day (time-scoped content backed by memory/proactivity path)
-3. Durable memory persistence path (swap in provider-backed multi-tenant storage while preserving behavior contracts)
-4. Update/backup/restore end-to-end proof (operator-run and documented)
-5. STT noise-screening and short-utterance reliability pass
-6. Provider-backed news expansion and deeper weather parity using Pegasus-backed contracts
-7. Capture indexing and retention boundary for group testing
+2. Presence-aware greetings and identity-triggered proactivity (reactive/proactive split, cooldowns, person-aware greeting hooks)
+3. Personal report parity slices (weather visual layer, live news path, commute path, calendar parity matrix)
+4. Holidays and seasonal personality slice beyond pizza day (time-scoped content backed by memory/proactivity path)
+5. Durable memory persistence path (swap in provider-backed multi-tenant storage while preserving behavior contracts)
+6. Update/backup/restore end-to-end proof (operator-run and documented)
+7. STT noise-screening and short-utterance reliability pass
+8. Provider-backed news expansion and deeper weather parity using Pegasus-backed contracts
+9. Capture indexing and retention boundary for group testing

 For slices 1-5, use Pegasus phrase lists, MIM IDs, and behavior patterns as the source anchor before broadening into OpenJibo-native improvements.

--- a/OpenJibo/docs/system-diagram-alignment.md
+++ b/OpenJibo/docs/system-diagram-alignment.md
@@ -10,7 +10,7 @@ Use it to keep release planning grounded in three views:
 - where we are (current hosted `.NET` implementation)
 - where we are headed (next architecture slices)

-As-of date: `2026-05-06`
+As-of date: `2026-05-07`

 ## Diagram Inputs

@@ -40,6 +40,7 @@ Conclusion: do not treat template-skill flow as a port target. Treat it as a sha
 | `Parser / Robust Parser` | rule-based intent resolution in [JiboInteractionService.cs](../src/Jibo.Cloud/dotnet/src/Jibo.Cloud.Application/Services/JiboInteractionService.cs) + focused state machines (personal report/chitchat) | deeper phrase import from Pegasus intents/entities plus ambiguity guardrails |
 | `Skill Router` | [JiboInteractionService.cs](../src/Jibo.Cloud/dotnet/src/Jibo.Cloud.Application/Services/JiboInteractionService.cs) decision switch and local skill payload shaping | external skill routing config and safer declarative intent mapping |
 | `Proactivity Selector` | weighted candidate selection in [JiboInteractionService.cs](../src/Jibo.Cloud/dotnet/src/Jibo.Cloud.Application/Services/JiboInteractionService.cs) + pending-offer session state in [WebSocketTurnFinalizationService.cs](../src/Jibo.Cloud/dotnet/src/Jibo.Cloud.Application/Services/WebSocketTurnFinalizationService.cs) | externalized proactivity catalog, cooldown policy, and broader category coverage |
+| `Presence / Identity Context` | runtime context passthrough in [ProtocolToTurnContextMapper.cs](../src/Jibo.Cloud/dotnet/src/Jibo.Cloud.Application/Services/ProtocolToTurnContextMapper.cs) and turn metadata handling in [WebSocketTurnFinalizationService.cs](../src/Jibo.Cloud/dotnet/src/Jibo.Cloud.Application/Services/WebSocketTurnFinalizationService.cs) | normalize `runtime.perception` fields (`speaker`, `peoplePresent`, focused person) for greeting/proactivity policy decisions |
 | `Skill Registry` | implicit in current code/routing | formal registry abstraction for local/cloud capabilities and manifest metadata |
 | `History` | tenant-scoped memory store in [InMemoryPersonalMemoryStore.cs](../src/Jibo.Cloud/dotnet/src/Jibo.Cloud.Infrastructure/Persistence/InMemoryPersonalMemoryStore.cs) | durable multi-tenant persistence and history timeline/query support |
 | `Lasso` provider aggregation | partial provider integration via weather provider wiring in [ServiceCollectionExtensions.cs](../src/Jibo.Cloud/dotnet/src/Jibo.Cloud.Infrastructure/DependencyInjection/ServiceCollectionExtensions.cs) | full aggregation service for weather/news/calendar/knowledge inputs |
@@ -127,3 +128,24 @@ Tracking anchors:
 Primary objective:

 - import Pegasus parser intent phrases/entities to improve intent confidence while preserving command-vs-question personality behavior.
+
+## Greetings And Presence Track (`2026-05-07`)
+
+A dedicated presence-aware greetings plan is now captured for the next personality slice, grounded in Pegasus `@be/greetings` state, identity, and proactive policy behavior.
+
+Reference:
+
+- [greetings-presence-plan.md](greetings-presence-plan.md)
+
+## Personal Report Parity Track (`2026-05-07`)
+
+Personal report parity planning is now captured with a source-anchored implementation sequence for:
+
+- weather visual/personality parity
+- live news provider path
+- commute provider path
+- calendar/report coverage matrix
+
+Reference:
+
+- [personal-report-parity-plan.md](personal-report-parity-plan.md)