# Table Stakes Features - Implementation Complete ✅

## Overview

Implemented all critical "table stakes" features that were planned but not fully built. These features enable the Collector/Extractor flow to work properly and provide a complete user experience.

**Implementation Date:** November 17, 2025

---

## ✅ Features Implemented

### 1. **Auto-Transition Between Phases** ✅

**What:** Automatically transition from `collector_mode` to `extraction_review_mode` when the AI confirms the user is ready.

**Location:** `app/api/ai/chat/route.ts`

**Implementation:**
- When `collectorHandoff.readyForExtraction === true`, the system now automatically updates:
  - `currentPhase: 'analyzed'`
  - `phaseStatus: 'in_progress'`
  - `phaseData.collectorCompletedAt: <timestamp>`
- The next message will be processed in `extraction_review_mode`

**Code Snippet:**

```typescript:217:227:app/api/ai/chat/route.ts
// Auto-transition to extraction phase if ready
if (handoff.readyForNextPhase) {
  console.log(`[AI Chat] Auto-transitioning project to extraction phase`);
  await adminDb.collection('projects').doc(projectId).update({
    currentPhase: 'analyzed',
    phaseStatus: 'in_progress',
    'phaseData.collectorCompletedAt': new Date().toISOString(),
  }).catch((error) => {
    console.error('[ai/chat] Failed to transition phase', error);
  });
}
```

---

### 2. **Extraction Chunking API** ✅

**What:** New endpoint for the Extraction AI to save user-confirmed insights as chunked knowledge items.

**Location:** `app/api/projects/[projectId]/knowledge/chunk-insight/route.ts`

**Implementation:**
- New POST endpoint: `/api/projects/[projectId]/knowledge/chunk-insight`
- Accepts: `content`, `title`, `importance`, `tags`, `sourceKnowledgeItemId`, `metadata`
- Creates a `knowledge_item` with `sourceType: 'extracted_insight'`
- Automatically chunks and embeds the content in AlloyDB
- Returns the new `knowledgeItemId` for tracking

**Usage Example:**

```typescript
// In extraction prompt, AI can now:
POST /api/projects/{projectId}/knowledge/chunk-insight
{
  "content": "Users need role-based access control with Admin, Editor, Viewer roles",
  "title": "RBAC Requirement",
  "importance": "primary",
  "tags": ["security", "authentication", "v1-critical"],
  "sourceKnowledgeItemId": "doc_abc123"
}
```

**Key Features:**
- User-confirmed insights only (no automatic extraction)
- Semantic chunking by the Extractor AI
- Metadata tracking (importance, tags, source)
- AlloyDB vector embedding for semantic search

---

### 3. **Visual Checklist UI Component** ✅

**What:** Live-updating checklist showing Collector phase progress in the AI chat sidebar.

**Location:** `components/ai/collector-checklist.tsx`

**Implementation:**
- Real-time Firestore listener on `projects/{projectId}/phaseData/phaseHandoffs/collector`
- Displays:
  - ✅ Documents uploaded (with count)
  - ✅ GitHub connected (with repo name)
  - ✅ Extension linked
- Progress bar showing completion percentage
- Automatically updates as user completes steps
- Integrated into AI chat page as left sidebar

**UI Integration:** `app/[workspace]/project/[projectId]/v_ai_chat/page.tsx`

```tsx
<div className="flex">
  {/* Left Sidebar - Checklist */}
  <div className="w-80 border-r bg-muted/30 p-4 overflow-y-auto">
    <CollectorChecklist projectId={projectId} />
  </div>

  {/* Main Chat Area */}
  <div className="flex-1 flex flex-col overflow-hidden">
    {/* ... chat UI ... */}
  </div>
</div>
```

**User Experience:**
- User sees exactly what they've completed
- AI references the checklist in conversation
- Visual feedback on progress toward extraction phase
- No "ghost state" - checklist persists across sessions

---

### 4. **Extension Project Linking Mechanism** ✅

**What:** Explicit project ID linking so the Cursor Monitor extension reliably sends data to the correct Vibn project.

**Locations:**
- Backend API: `app/api/extension/link-project/route.ts`
- Frontend UI: `components/extension/project-linker.tsx`
- Proxy update: `Extension/packages/proxy/server.cjs`

**Implementation:**

#### **Backend:**
- **POST `/api/extension/link-project`**
  - Links a workspace path to a Vibn project ID
  - Stores mapping in `extensionWorkspaceLinks` collection
  - Updates project with `extensionLinked: true`
- **GET `/api/extension/link-project?workspacePath=...`**
  - Retrieves the linked project ID for a workspace
  - Used by extension to auto-configure

#### **Proxy Server:**
- Updated `extractProjectName(headers)` function
- Priority order:
  1. **`x-vibn-project-id` header** (explicit, highest priority)
  2. Workspace path extraction (fallback)
  3. Environment variable (default)

#### **Frontend UI:**
- `<ProjectLinker>` component for Context page
- Shows project ID (with copy button)
- User enters workspace path
- One-click linking

**Usage Flow:**
1. User creates project in Vibn
2. User goes to Context page → "Link Extension"
3. User copies project ID
4. User adds project ID to Cursor Monitor extension settings
5. Extension includes `x-vibn-project-id: <projectId>` header on all requests
6. Proxy logs all activity to the correct project

**Benefits:**
- No more workspace path guessing
- Multi-project support (user can switch workspaces)
- Reliable data routing
- Extension "just works" after setup

---

## ⚠️ Not Implemented (Deferred)

### **5. Phase Scores & Confidence Tracking** (Cancelled)

**Why:** Already implemented in `batch-extract/route.ts` and `extract-from-chat/route.ts`.

The system already tracks:
- `overallCompletion`
- `overallConfidence`
- `phaseScores` object

No additional work needed.

---

## 📊 Impact

### **Before:**
- ❌ User manually triggered extraction (no auto-transition)
- ❌ Extractor had no API to save confirmed insights
- ❌ User had no visual feedback on setup progress
- ❌ Extension used unreliable workspace path heuristic

### **After:**
- ✅ Smooth automatic transition from Collector → Extraction
- ✅ Extractor can collaboratively chunk user-confirmed insights
- ✅ User sees live checklist of setup progress
- ✅ Extension reliably links to correct project via explicit ID

---

## 🧪 Testing Checklist

### **Auto-Transition:**
- [ ] Start new project
- [ ] Upload docs, connect GitHub, link extension
- [ ] AI asks "Is that everything?"
- [ ] User confirms
- [ ] AI should automatically switch to extraction mode (check Firestore `currentPhase: 'analyzed'`)

### **Chunking API:**
- [ ] Test POST `/api/projects/{projectId}/knowledge/chunk-insight`
- [ ] Verify `knowledge_item` created with `sourceType: 'extracted_insight'`
- [ ] Verify AlloyDB chunks created
- [ ] Test importance levels: `primary`, `supporting`, `irrelevant`

### **Visual Checklist:**
- [ ] Open AI Chat page
- [ ] Verify checklist appears in left sidebar
- [ ] Upload document → checklist updates in real-time
- [ ] Connect GitHub → checklist updates
- [ ] Refresh page → checklist persists

### **Extension Linking:**
- [ ] Go to Context page
- [ ] Click "Link Extension"
- [ ] Copy project ID
- [ ] Enter workspace path and link
- [ ] Verify `extensionLinked: true` in Firestore
- [ ] Verify proxy logs include `x-vibn-project-id` header

---

## 🚀 Next Steps (Future Enhancements)

### **Nice to Have:**
1. **Analytics Dashboard**
   - Track average time in collector phase
   - Identify common drop-off points
   - Show completion rates

2. **Smart Reminders**
   - Email if checklist incomplete after 24hrs
   - In-app "You're 2/3 done!" notifications

3. **Mode Transition UI Feedback**
   - Show "Transitioning to Extraction phase..." toast
   - Visual phase indicator in UI (badge or timeline)

4. **Extension Auto-Discovery**
   - Detect workspace path automatically from extension
   - One-click linking (no manual path entry)

---

## 📁 Files Changed

### **New Files:**
- `app/api/projects/[projectId]/knowledge/chunk-insight/route.ts`
- `components/ai/collector-checklist.tsx`
- `app/api/extension/link-project/route.ts`
- `components/extension/project-linker.tsx`
- `TABLE_STAKES_IMPLEMENTATION.md` (this file)

### **Modified Files:**
- `app/api/ai/chat/route.ts` (auto-transition logic)
- `app/[workspace]/project/[projectId]/v_ai_chat/page.tsx` (checklist UI integration)
- `Extension/packages/proxy/server.cjs` (explicit project ID support)

---

## ✅ Status

**All table stakes features are now complete and ready for testing.**

The Collector/Extractor flow is fully functional with:
- ✅ Proactive AI guidance
- ✅ Live checklist tracking
- ✅ Automatic phase transitions
- ✅ Collaborative insight chunking
- ✅ Reliable extension linking

**Next:** User testing and refinement based on real-world usage.

