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nexa/docs/02-roadmap.md
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Claude 250a5cb2a6 Pin homelab-wide UNAS storage convention; add Phase 6 + info wishlist
- UNAS layout decoded from the user's tree: services/<svc>/ is the
  homelab-wide docker config store (every container follows the same
  pattern — immich, karakeep, nextcloud, ntfy, paperless-ai, pocketid,
  shelfmark, stremio, traccar, vaultwarden, gluetun). Nexa MUST follow
  the same pattern at services/nexa/. backup/<svc>/ for snapshots.
  Pinned in CLAUDE.md and docs/12 #31.
- Stale services flagged for retirement: services/siyuan/ (migrated to
  Obsidian) and services/open-webui/ (unused, only LobeHub is alive).
  Drops the "two LLM UIs" item (#15) — it's now "retire open-webui".
- Hard-blocklist for any Nexa indexer pinned in CLAUDE.md:
  _sortMe/wallet/**, *.gpg/asc/key/pem/kdbx/credentials/secret, plus
  the Nextcloud appdata dir.
- Three new "future user-facing wins" surfaced from the tree:
  Paperless-AI as a Phase-2.x triage helper for _sortMe/Downloads/,
  media/Recipes/ (~300 entries) as the showcase RAG corpus, and
  Paperless-AI's existing ChromaDB as a potential read-from source
  rather than re-embedding scanned docs.
- Housekeeping campaign in docs/12 §35-37: consolidate postgres,
  audit UNAS-everywhere, S3 archive tier on s3.nuclide.systems.
- Phase 6 added to the roadmap: "Nexa as homelab steward". Polls
  Dockge/docker/Proxmox, diffs vs documented state, emits a daily
  drift report. Most of the housekeeping campaign becomes
  semi-automatic once 6.1-6.3 ship.
- New docs/13-information-wishlist.md packages the still-needed
  inventory as 5-6 paste-and-run tasks, each with explicit "📍 Where"
  markers (which shell or which UI) and what it unblocks. Highest
  leverage = Task 1 (read an existing compose stack to lock Q19).
- docs/index.md TOC extended to 13 rows.

Also fixed numbering drift in docs/12 (duplicate #28, missing #17/#18)
and added Q19 to docs/11 covering the SMB-share verification step.
2026-05-04 22:24:24 +00:00

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# 02 — Roadmap & Phases
Iterative build-out, value-first. Each phase is shippable on its own.
## Phase 1 — The Spine (connectivity)
**Focus:** datapath between Memos, n8n and SAIA.
**Milestone:** Nexa replies on Memos and answers simple questions.
- [ ] **1.1 Memos ↔ n8n bridge** — webhook ingress, content filter, comment-back.
- [ ] **1.2 SAIA integration** — call LiteLLM proxy from n8n; chat via Memos comments.
- [ ] **1.3 Git-sync** — periodic export of n8n workflows into this repo.
## Phase 2 — Senses (input channels)
**Focus:** e-mail filter and the Work-vs-Personal router.
**Milestone:** Nexa distinguishes work tasks from personal tasks without manual tags.
- [ ] **2.1 Email butler** — filter & summarize the ~20 daily personal mails.
- [ ] **2.2 RSS morning digest** — curated daily summary in Memos.
- [ ] **2.3 Bluesky antenna** — store liked posts as knowledge snippets.
## Phase 3 — Memory (Qdrant & RAG)
**Focus:** Qdrant + graph layer for retrieval-augmented answers.
**Milestone:** RAG works — Nexa answers from archived notes; images captured today are queued for visual indexing later.
- [ ] **3.1 Text RAG (Path A)** — TEI + `bge-m3`, single Qdrant collection `nexa_knowledge_text`. `#nexa:ask` reads it before answering. Image attachments are *recorded* as `nexa:Note` with `pendingVisualIndex` but not embedded yet.
- [ ] **3.2 Visual collection (Path C)** — swap TEI → infinity, add `jina-clip-v2`, create `nexa_knowledge_visual`, backfill all queued image notes. RAG workflow gets a parallel branch for visual hits. See [09 § "Phase add-on: visual collection"](./09-deployment.md#phase-add-on-visual-collection-phase-32).
- [ ] **3.3 S3 long-term archive** — Qdrant snapshots (both collections) to the S3 server.
- [ ] **3.4 Ontotext GraphDB** — SPARQL pillar; structural queries combined with vector hits in `#nexa:ask`. See [08](./08-graphrag-architecture.md).
## Phase 4 — Motor (organization & action)
**Focus:** calendar integration and time-boxing.
**Milestone:** Nexa proactively proposes morning focus slots in the work calendar.
- [ ] **4.1 Nextcloud Tasks sync** — bidirectional status sync (Memos ↔ NC Tasks).
- [ ] **4.2 Time-boxing agent** — calendar-aware slot suggestions.
- [ ] **4.3 Karakeep curation** — automated review cycle for saved links.
## Phase 5 — Daily integration (polish)
**Focus:** Home Assistant Voice and monitoring.
**Milestone:** Nexa speaks via HA-Voice and surfaces critical system states proactively.
- [ ] **5.1 HA Voice** — Wake-word integration, Wyoming protocol.
- [ ] **5.2 System monitoring** — Proxmox / Backrest alerts into the Memos system feed via ntfy.
## Phase 6 — Nexa as homelab steward
**Focus:** Nexa actively maintains the homelab inventory instead of being told manually.
**Milestone:** Nexa runs a daily *drift report* — what changed, what's stale, what's missing — and turns it into actionable comments under a pinned `[STEWARD]` memo.
- [ ] **6.1 Inventory sync** — Nexa polls Dockge / `docker ps` / Proxmox API on a schedule and stores the running-state snapshot in GraphDB (`nexa:Service`, `nexa:LastSeen`, `nexa:DataPath`, …).
- [ ] **6.2 Drift detection** — diff against the documented desired state in this repo (`docs/12`, `CLAUDE.md`, the housekeeping campaign at #3537). Emit findings as structured Memos comments: *"`open-webui` last used 38 d ago — retire?"*, *"Container `foo` has no `services/foo/` bind — schedule UNAS migration?"*.
- [ ] **6.3 Steward commands**`#nexa:retire <svc>` (tar to `backup/`, stop, archive the stack), `#nexa:document <svc>` (template a CLAUDE.md entry), `#nexa:wishlist-status` (which entries in [docs/13](./13-information-wishlist.md) are still needed).
- [ ] **6.4 Self-update of docs** — when the user resolves an open question via Memos, Nexa proposes the corresponding edit to `docs/11-open-questions.md` as a PR-ready diff (the doc itself becomes a Nexa-managed surface).
This phase is what turns Nexa from "an assistant that answers questions" into "an assistant that takes care of its own runtime", and it's the natural home for the cross-cutting [housekeeping campaign](./12-optimization-opportunities.md#housekeeping-campaign-cross-cutting-do-together) — most of those items become semi-automatic once 6.16.3 ship.