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CORTX Repository Refactor Tracker

Objective: Consolidate the Sinergy Solutions CORTX ecosystem into a standardized, FDD-aligned structure while porting code from satellite repositories listed in REPO_STANDARDIZATION_ADAPTATION.md.

Target Repositories: cortx-platform, cortx-designer, cortx-sdks, cortx-packs, cortx-e2e, fedsuite, corpsuite, medsuite, govsuite.

Phase Focus Owner Agent Preferred LLM Tier
0 Baseline Alignment Tech Lead Architect Codex GPT-5 (High)
0 Baseline Alignment Functional Lead Claude Code Opus
1 Source Repo Audit Tech Architect Codex GPT-5 (High)
1 Source Repo Audit Quality Assurance Lead Gemini Pro 2.5
2 Extraction & Refactor Backend Services Developer Codex GPT-5 (High)
2 Extraction & Refactor UI/Frontend Developer Claude Code Opus
3 Pack & Suite Integration Functional Lead Gemini Pro 2.5
3 Pack & Suite Integration Backend Services Developer Codex GPT-5 (Medium)
4 SDK & Test Harmonization Backend Services Developer Codex GPT-5 (Medium)
4 SDK & Test Harmonization Quality Assurance Lead Codex GPT-5 (High)
5 Infrastructure & CI GCP Deployment/Ops Engineer Codex GPT-5 (High)
5 Infrastructure & CI Quality Assurance Lead Gemini Pro 2.5
6 Documentation & Governance Closure Tech Lead Architect Codex GPT-5 (Medium)
6 Documentation & Governance Closure Functional Lead Claude Code Opus
6 Documentation & Governance Closure Quality Assurance Lead Gemini Pro 2.5

Phase Details & Deliverables

Phase 0 – Baseline Alignment

  • Tech Lead Architect (Codex GPT-5 High): Cross-check every docs/fdd chapter against actual service catalog; log drift items that will become refactor issues.
  • Functional Lead (Claude Code Opus): Validate suite/module narratives against business priorities; ensure roadmap milestones match current targets.

Exit Criteria: Architectural gaps documented; module purpose statements current and approved.

Phase 1 – Source Repo Audit

  • Tech Architect (Codex GPT-5 High): Inventory each repo’s services, specs, and config; map to canonical platform/service layout.
  • Quality Assurance Lead (Gemini Pro 2.5): Capture current test matrices, CI workflows, coverage stats, and tooling gaps for each repo.

Exit Criteria: Repo audit report produced; QA baseline captured in docs/tracking.

Phase 2 – Extraction & Refactor

  • Backend Services Developer (Codex GPT-5 High): Port core platform services into the standardized structure, removing duplicates and enforcing shared libraries.
  • UI/Frontend Developer (Claude Code Opus): Refactor Designer UI to consume centralized APIs and align with updated service contracts.

Exit Criteria: Platform services consolidated; Designer uses shared contracts and passes smoke tests.

Phase 3 – Pack & Suite Integration

  • Functional Lead (Gemini Pro 2.5): Align suites with Pack governance, ensuring RulePacks/WorkflowPacks match compliance references.
  • Backend Services Developer (Codex GPT-5 Medium): Update suite backends to call centralized services through SDKs and shared clients.

Exit Criteria: Suites rely on common services; Pack metadata/governance consistent.

Phase 4 – SDK & Test Harmonization

  • Backend Services Developer (Codex GPT-5 Medium): Regenerate SDK clients from latest OpenAPI specs and distribute language helpers.
  • Quality Assurance Lead (Codex GPT-5 High): Expand cortx-e2e to cover integration paths defined in the FDD testing strategy.

Exit Criteria: SDKs synced with contracts; e2e suite covers critical cross-service flows.

Phase 5 – Infrastructure & CI

  • GCP Deployment/Ops Engineer (Codex GPT-5 High): Normalize Terraform, Docker, Makefiles, and deployment pipelines for single-command deployments.
  • Quality Assurance Lead (Gemini Pro 2.5): Integrate markdownlint, OpenAPI sync guard, docs build, and testing gates into CI.

Exit Criteria: Unified infra pipeline; CI enforces docs/contracts/tests on every change.

Phase 6 – Documentation & Governance Closure

  • Tech Lead Architect (Codex GPT-5 Medium): Update FDD chapters with final architecture state.
  • Functional Lead (Claude Code Opus): Refresh suite/module READMEs and Pack guides to mirror final system.
  • Quality Assurance Lead (Gemini Pro 2.5): Publish QA metrics, regression logs, and support runbooks.

Exit Criteria: Documentation mirrors refactored system; governance artifacts updated.


Source-to-Target Crossreference

Category Target Location (Monorepo) Current Repository Source Path(s) Notes / Action
Platform Core services/gateway cortx-platform cortx-platform/services/gateway Mature FastAPI gateway; normalize config & dependencies.
Platform Core services/identity cortx-platform cortx-platform/services/identity OAuth/OIDC scaffold; complete RBAC/user storage on import.
Platform Core services/validation cortx-platform cortx-platform/services/validation RulePack executor; align with pack schemas before merge.
Platform Core services/workflow cortx-platform cortx-platform/services/workflow Workflow engine; fold PropVerify workflow customizations via adapters.
Platform Core services/compliance cortx-platform cortx-platform/services/compliance Compliance logging/reporting; wire to ledger + scanner.
Platform Core services/config-service cortx-platform cortx-platform/services/config_service Central configuration registry; ensure env parity.
Platform Core services/packs-registry cortx-platform cortx-platform/services/packs_registry Pack metadata service; integrate with cortx-packs.
Platform Core services/rulepack-registry cortx-platform cortx-platform/services/rulepack_registry Decide merge vs deprecate in favour of packs-registry.
Platform Core services/schemas cortx-platform cortx-platform/services/schemas Schema registry microservice; sync with specs/schemas.
Platform Core services/observability cortx-platform cortx-platform/services/observability Centralized metrics/logging aggregator.
Platform Core services/events cortx-platform cortx-platform/services/events Pub/Sub helpers for cross-suite workflows.
Platform Core services/ingestion cortx-platform, cortx-hashtrack cortx-platform/services/ingestion, cortx-hashtrack/backend/ingestion_svc Combine generic ingestion engine with PropVerify adapters.
Platform Core services/ai-broker cortx-platform, cortx-hashtrack cortx-platform/services/ai-broker, cortx-hashtrack/backend/ai_svc Merge templating/PII scrub features; expose unified API.
Platform Core services/ledger cortx-hashtrack cortx-hashtrack/backend/ledger_svc Append-only ledger; integrate proof hashing + compliance events.
Platform Core services/ocr cortx-hashtrack cortx-hashtrack/backend/ingestion_svc/ocr OCR adapters (Tesseract/DocAI); factor into standalone service.
Platform Core services/rag greenlight greenlight/services/rag Production RAG with multi-scope retrieval; align to FDD hierarchy.
Platform Core services/observability infrastructure greenlight, OffermAit, cortx-platform greenlight/infra/terraform/observability, OffermAit/monitoring, cortx-platform/services/observability Merge dashboards + alerting into shared ops stack.
Platform Core infra/helm cortx-platform, cortx-hashtrack cortx-hashtrack/helm/*, Dockerfiles across services Harmonize deployment charts and base images.
Corpsuite / PropVerify suites/corpsuite/propverify/backend cortx-hashtrack cortx-hashtrack/backend/(ingestion_svc|validation_svc|workflow_svc|ledger_svc|ai_svc) Preserve PropVerify business logic; rehook to platform APIs.
Corpsuite / PropVerify suites/corpsuite/propverify/services/gateway cortx-hashtrack cortx-hashtrack/services/gateway Lightweight gateway wrapper; replace with platform gateway once migrated.
Corpsuite / PropVerify suites/corpsuite/propverify/ui cortx-suites cortx-suites/frontend/app/corpsuite/propverify Consolidate UI routes within shared frontend shell.
Corpsuite / PropVerify packs/rulepacks/corpsuite/propverify cortx-hashtrack, cortx-packs cortx-hashtrack/sample_rulepack.yml, cortx-packs/rulepacks/corpsuite/* Convert sample packs + align metadata tags.
Corpsuite / Greenlight suites/corpsuite/greenlight/services greenlight greenlight/services/* (ingest-sam, ingest-eva, scoring, notify, template, enrichment-uei) Group microservices under module; prune duplicates.
Corpsuite / Greenlight suites/corpsuite/greenlight/apps greenlight greenlight/apps/dashboard, greenlight/ui Merge React UI with multi-suite frontend.
Corpsuite / Greenlight packs/rulepacks/greenlight greenlight greenlight/packages/* Move shared rule/prompt libs into packs registry.
Corpsuite / InvestmAit suites/corpsuite/investmait/backend OffermAit OffermAit/backend/src FastAPI modeling/orchestration engine for real-estate analysis.
Corpsuite / InvestmAit suites/corpsuite/investmait/ui OffermAit OffermAit/frontend Next.js analytics UI; integrate auth + shared layout.
Corpsuite / InvestmAit packs/workflowpacks/investmait OffermAit OffermAit/configs, OffermAit/scripts, OffermAit/templates Transform scenario configs into WorkflowPacks.
FedSuite suites/fedsuite/backend cortx-suites cortx-suites/fedsuite Fed reconciliation services; ensure module boundaries match FDD.
FedSuite suites/fedsuite/frontend cortx-suites cortx-suites/frontend Next.js multi-suite shell hosting Fed modules.
FedSuite packs/rulepacks/fed/dataflow cortx-dataflow cortx-dataflow/templates, cortx-dataflow/AI_Coach_Prompts, cortx-dataflow/BR100_Template Generate Rule/Workflow packs from DataFlow assets.
FedSuite suites/fedsuite/fedconfig cortx-thinktank cortx-thinktank/templates, cortx-thinktank/FSM_CSV_Skeletons, cortx-thinktank/ESS_Job_Catalog Build FedConfig module and documentation.
FedSuite services/compliance-scanner compliance-scanner compliance-scanner/service, compliance-scanner/scanner Promote scanner to platform service + pack governance integration.
FedSuite docs/fedsuite cortx-suites, cortx-dataflow, cortx-thinktank cortx-suites/docs, cortx-dataflow/docs, cortx-thinktank/docs Merge FDD/operational docs into centralized tree.
MedSuite suites/medsuite sinergysolutionsllc/medsuite Existing module skeletons Enhance with future external repos (TBD).
GovSuite suites/govsuite sinergysolutionsllc/govsuite Existing placeholders Populate once source modules identified.
Designer designer/frontend cortx-designer cortx-designer/frontend Visual authoring UI.
Designer designer/backend cortx-designer cortx-designer/backend Designer API & pack publishing.
Designer designer/compiler cortx-designer cortx-designer/compiler Pack compilation pipelines.
Designer designer/shared cortx-designer cortx-designer/shared, cortx-designer/templates Shared components/templates for authoring.
SDKs sdks/python cortx-sdks cortx-sdks/sdk-python Python client + generator config.
SDKs sdks/typescript cortx-sdks cortx-sdks/sdk-ts TypeScript client.
Packs packs/rulepacks cortx-packs cortx-packs/rulepacks RulePack source-of-truth; ensure alignment with platform validation.
Packs packs/workflowpacks cortx-packs cortx-packs/workflowpacks WorkflowPack catalogue.
Quality & Testing tests/e2e cortx-e2e cortx-e2e/tests, cortx-e2e/environments, cortx-e2e/scripts Move contract + scenario suites; keep env definitions.
Quality & Testing tests/unit/<module> Various OffermAit/backend/tests, greenlight/tests, cortx-hashtrack/tests, etc. Migrate module-specific tests alongside code.
Docs & Marketing site/ sinergy-solutions Entire repo Rebuild docs site using existing marketing assets.
Docs & Governance docs/ai_governance greenlight/docs/ai_governance, cortx-designer/docs Merge AI governance, prompts, and agent guides.
Ops & Infra infra/terraform/cloudflare Monorepo infra/terraform/cloudflare/* Manage Cloudflare zones & DNS for platform and suite domains via Terraform.
Ops & Infra infra/terraform greenlight/infra/terraform, OffermAit/k8s, cortx-hashtrack/k8s Consolidate IaC across repos.
Ops & Automation scripts/* Various cortx-hashtrack/tools, OffermAit/scripts, compliance-scanner/scripts, cortx-platform/services/update_services_ports.py Curate reusable automation; retire duplicates.

Hand-off Prompt Workflow

Every agent should:

  1. Work through their assigned tasks until the Phase exit criteria are met or blocking dependencies are identified.
  2. Produce a Status & Findings Summary (what changed, outstanding issues, artifacts).
  3. Compose and store a handoff_prompt.md in the relevant repo folder containing:
  4. Context Recap: Scope handled, files touched, outcomes achieved.
  5. Outstanding Items: TODOs, blockers, or decisions needed before next phase.
  6. Next Agent Instructions: Explicit tasks for the incoming agent.
  7. LLM Recommendation: Which tier/model to use (use table above as default).
  8. Create a Next-Agent Prompt appended to the same file under --- with:
  9. Greeting addressed to the next agent persona.
  10. Bullet list of immediate tasks.
  11. Links/paths to key files or docs.
  12. Test commands or validation steps to run.

Template:

# Handoff – Phase X (Agent Role)

## Context Recap
- …

## Outstanding Items
- …

## Next Agent Instructions
- …

## Recommended LLM
- …

---

# Next-Agent Prompt – Phase X → Phase Y

Hello <Incoming Agent>,

- Task 1
- Task 2
- Task 3

Run:
- `make ci`
- …

LLM suggestion: <model>.

Agents must delete or archive the handoff file after completion to prevent stale instructions.


Tracker Usage

  • Update this tracker after each phase with completion dates and links to handoff prompts or summaries.
  • Maintain alignment with docs/fdd so documentation always matches code state.
  • Ensure all migrated repos comply with the standards in REPO_STANDARDIZATION_ADAPTATION.md.
Phase Status Owner Notes/Links
0 Completed Tech Lead Architect / Functional Lead DataFlow rename + service catalog updates (docs/fdd/03.Technical_Architecture.md, docs/suites/index.md)
1 In Progress Tech Architect Gateway & Identity migrated (2025-10-06); pending audit of remaining repos
2 Not Started
3 Not Started
4 Not Started
5 Not Started
6 Not Started