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