@askexenow/exe-os 0.9.93 → 0.9.95

package/deploy/compose/docker-compose.yml

@@ -296,6 +296,7 @@ services:
       WHATSAPP_ACCESS_TOKEN: ${WHATSAPP_ACCESS_TOKEN:-}
       API_ROUTER_URL: ${API_ROUTER_URL:-https://gateway.askexe.com}
       API_ROUTER_KEY: ${API_ROUTER_KEY:-}
+      EXED_MCP_URL: http://exed:8765/mcp
       BYOK_ENABLED: ${BYOK_ENABLED:-false}
       ANTHROPIC_API_KEY: ${ANTHROPIC_API_KEY:-}
       EXE_LICENSE_KEY: ${EXE_LICENSE_KEY:?EXE_LICENSE_KEY is required — purchase at https://askexe.com}

package/dist/bin/agentic-ontology-backfill.js

@@ -2550,6 +2550,20 @@ async function ensureSchema() {
     });
   } catch {
   }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE tasks ADD COLUMN spawn_runtime TEXT`,
+      args: []
+    });
+  } catch {
+  }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE tasks ADD COLUMN spawn_model TEXT`,
+      args: []
+    });
+  } catch {
+  }
   await client.executeMultiple(`
     CREATE VIRTUAL TABLE IF NOT EXISTS conversations_fts USING fts5(
       content_text,
@@ -2801,6 +2815,22 @@ async function ensureSchema() {
     );
   } catch {
   }
+  for (const col of [
+    "ALTER TABLE memories ADD COLUMN valid_from TEXT",
+    "ALTER TABLE memories ADD COLUMN invalid_at TEXT"
+  ]) {
+    try {
+      await client.execute(col);
+    } catch {
+    }
+  }
+  try {
+    await client.execute({
+      sql: `UPDATE memories SET valid_from = timestamp WHERE valid_from IS NULL`,
+      args: []
+    });
+  } catch {
+  }
   try {
     await client.execute({
       sql: `ALTER TABLE memories ADD COLUMN memory_type TEXT DEFAULT 'raw'`,
@@ -2843,6 +2873,13 @@ async function ensureSchema() {
     } catch {
     }
   }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE memories ADD COLUMN procedure_for TEXT`,
+      args: []
+    });
+  } catch {
+  }
   try {
     await client.execute({
       sql: `UPDATE tasks SET status = 'closed' WHERE status = 'done' AND result IS NOT NULL`,
@@ -3424,6 +3461,20 @@ var init_platform_procedures = __esm({
         priority: "p1",
         content: "Once per session (COO boot only, never repeat), call list_my_feature_requests to check if any previously filed feature requests have been shipped by AskExe. If any request has status 'shipped' with a shipped_version, surface it to the founder immediately: '\u{1F680} N feature(s) shipped \u2014 run exe-os update to get version X.Y.Z'. This is a one-time check at boot, not a recurring poll. If no requests exist or none are shipped, skip silently. If the MCP tool is unavailable or the network call fails, skip silently \u2014 this is informational, not blocking."
       },
+      // --- Tool guidance ---
+      {
+        title: "How to use company_actions \u2014 execute business actions through gateway connectors",
+        domain: "tools",
+        priority: "p2",
+        content: "The company_actions tool executes business actions through gateway connectors (e.g. send WhatsApp, trigger workflows, update CRM). It routes through the exe-gateway on the VPS. Actions are defined by the customer's gateway configuration \u2014 each connector (WhatsApp, Shopify, email, etc.) exposes specific actions. Use query_company_brain to find available data first, then company_actions to act on it. Requires gateway auth token. Read-only founders should NOT use this \u2014 it mutates external state."
+      },
+      // --- Release awareness ---
+      {
+        title: "What's New check \u2014 surface new features after update",
+        domain: "support",
+        priority: "p1",
+        content: "Once per session (COO boot only, never repeat), check if the installed exe-os version is newer than the last session. If it is, read the bundled release-notes.json (at the package root) and surface a brief summary to the founder: 'Updated to exe-os vX.Y.Z \u2014 N new features, M fixes.' List the top 3 features by name. This helps the founder know what they got from the update. If release-notes.json doesn't exist or the version hasn't changed, skip silently. Never repeat this check in the same session."
+      },
       // --- Platform vs Customer ownership ---
       {
         title: "What the platform provides vs what you customize",
@@ -3512,13 +3563,13 @@ var init_platform_procedures = __esm({
         title: "MCP tools \u2014 memory, decision, and search",
         domain: "tool-use",
         priority: "p1",
-        content: `memory(action="recall") / recall_my_memory: search your own memories (semantic + FTS). memory(action="ask_team") / ask_team_memory: search a colleague's memories by agent name. memory(action="store") / store_memory: persist a memory. memory(action="commit") / commit_memory: high-importance memory that survives consolidation. Requires summary. memory(action="search") / search_everything: unified search across memories, tasks, entities, conversations. memory(action="session_context") / get_session_context: temporal memory window. Requires session_id + target_timestamp. memory(action="consolidate") / consolidate_memories: merge duplicate/related memories. memory(action="cardinality") / get_memory_cardinality: count memories per agent. decision(action="store") / store_decision: record an architectural decision (domain, decision, rationale). decision(action="get") / get_decision: retrieve a past decision by domain or query.`
+        content: `memory(action="recall") / recall_my_memory: search memories (semantic + FTS). Params: as_of (bi-temporal \u2014 what did I know at time X?), kind (decision|procedure|observation|raw|conversation|behavior), retrieval_mode (all|decisions_only|procedures_only|operational|recent_high_value). memory(action="ask_team") / ask_team_memory: search a colleague's memories. memory(action="store") / store_memory: persist a memory. Params: kind, procedure_for (domain tag for procedures). memory(action="commit") / commit_memory: high-importance, survives consolidation. Requires summary. memory(action="search") / search_everything: unified search across memories, tasks, entities, conversations. memory(action="session_context") / get_session_context: temporal window. Requires session_id + target_timestamp. memory(action="get_by_id"): fetch one memory by UUID with full untruncated text. memory(action="consolidate") / consolidate_memories: merge duplicate/related memories. memory(action="cardinality") / get_memory_cardinality: count memories per agent. memory(action="supersede"): replace an old memory with a new version (old_id + new text). decision(action="store") / store_decision: record an architectural decision (domain, decision, rationale). decision(action="get") / get_decision: retrieve a past decision by domain or query.`
       },
       {
         title: "MCP tools \u2014 task orchestration",
         domain: "tool-use",
         priority: "p1",
-        content: 'task(action="create") / create_task: dispatch work (title, assigned_to, context). The ONLY dispatch path. Auto-spawns session. task(action="list") / list_tasks: query tasks by status, assignee, project. task(action="get") / get_task: fetch full task details by task_id. task(action="update") / update_task: change status (in_progress, done, blocked, cancelled) + result summary. task(action="close") / close_task: finalize a reviewed task (COO only). task(action="checkpoint") / checkpoint_task: save progress state for crash recovery. task(action="resume") / resume_employee: re-spawn an employee session for an existing task.'
+        content: 'task(action="create") / create_task: dispatch work (title, assigned_to, context). The ONLY dispatch path. Auto-spawns session. Params: blocked_by (task ID for dependency), parent_task_id (subtask hierarchy), reviewer, complexity (routine|standard|complex|critical), budget_tokens (max token cap), budget_fallback_model, spawn_runtime (override runtime: claude|codex|opencode), spawn_model (override model). task(action="list") / list_tasks: query tasks by status, assignee, project. task(action="get") / get_task: fetch full task details by task_id. task(action="update") / update_task: change status (in_progress, done, blocked, cancelled) + result summary. task(action="close") / close_task: finalize a reviewed task (COO only). task(action="checkpoint") / checkpoint_task: save progress state for crash recovery. task(action="resume") / resume_employee: re-spawn an employee session for an existing task.'
       },
       {
         title: "MCP tools \u2014 knowledge graph (GraphRAG)",
@@ -3548,7 +3599,7 @@ var init_platform_procedures = __esm({
         title: "MCP tools \u2014 admin, config, and operations",
         domain: "tool-use",
         priority: "p1",
-        content: 'config(action="list_employees"): view roster. config(action="agent_spend"): token usage per agent. config(action="daemon_health"): check exed status. config(action="license_status"): check license. config(action="cloud_sync"): force sync. config(action="memory_audit"): health check (dupes, null vectors). config(action="run_consolidation"): trigger memory consolidation. config(action="company_procedure", subaction="store|list|deactivate"): manage company procedures. config(action="global_procedure"): list all procedures (platform + company). config(action="create_trigger|list_triggers"): scheduled agent jobs. config(action="export_orchestration|import_orchestration"): portable org state. diagnostics(action="healthcheck|doctor|status_brief|check_update|cloud_status"): system diagnostics. mcp_ping(): daemon health + license status + tool usage stats.'
+        content: 'config(action="list_employees"): view roster. config(action="set_agent_config"): view or change per-agent runtime + model. Call with no args to show all agents. config(action="agent_spend"): token usage per agent. config(action="daemon_health"): check exed status. config(action="license_status"): check license. config(action="cloud_sync"): force sync. Supports cloud_action param: status|sync|reupload. config(action="memory_audit"): health check (dupes, null vectors). config(action="run_consolidation"): trigger memory consolidation. config(action="worker_gate"): check spawn slot availability \u2014 alive/stale/reserved counts vs max. Use before dispatching. config(action="auto_wake_status"): orphaned tasks, blocked tasks, auto-wake retry status. config(action="orchestration_phase"): view/change org phase (phase_1_coo|phase_2_executives|phase_3_parallel_org). config(action="company_procedure", subaction="store|list|deactivate"): manage company procedures. config(action="global_procedure"): list all procedures (platform + company). config(action="create_trigger|list_triggers"): scheduled agent jobs. config(action="export_orchestration|import_orchestration"): portable org state. diagnostics(action="healthcheck|doctor|status_brief|check_update|cloud_status"): system diagnostics. diagnostics(action="pending_work_summary"): pending reviews + messages + notifications in one call. diagnostics(action="rename_employee"): rename an agent across all systems (roster, identity, DB, symlinks). diagnostics(action="tool_search"): semantic tool discovery \u2014 find relevant MCP tools by natural language query. diagnostics(action="drift"): identity drift detection \u2014 score how far an agent has drifted from its role. mcp_ping(): daemon health + license status + tool usage stats.'
       }
     ];
     PLATFORM_PROCEDURE_TITLES = new Set(
@@ -4606,6 +4657,8 @@ async function flushBatch() {
       const sourceType = row.source_type ?? null;
       const tier = row.tier ?? 3;
       const supersedesId = row.supersedes_id ?? null;
+      const validFrom = row.valid_from ?? row.timestamp;
+      const invalidAt = row.invalid_at ?? null;
       const draft = row.draft ? 1 : 0;
       const memoryType = row.memory_type ?? "raw";
       const trajectory = row.trajectory ?? null;
@@ -4625,15 +4678,16 @@ async function flushBatch() {
       const audience = row.audience ?? null;
       const languageType = row.language_type ?? null;
       const parentMemoryId = row.parent_memory_id ?? null;
+      const procedureFor = row.procedure_for ?? null;
       const cols = `id, agent_id, agent_role, session_id, timestamp,
                tool_name, project_name,
                has_error, raw_text, vector, version, task_id, importance, status,
                confidence, last_accessed,
                workspace_id, document_id, user_id, char_offset, page_number,
-               source_path, source_type, tier, supersedes_id, draft, memory_type, trajectory, content_hash,
+               source_path, source_type, tier, supersedes_id, valid_from, invalid_at, draft, memory_type, trajectory, content_hash,
                intent, outcome, domain, referenced_entities, retrieval_count,
                chain_position, review_status, context_window_pct, file_paths, commit_hash,
-               duration_ms, token_cost, audience, language_type, parent_memory_id`;
+               duration_ms, token_cost, audience, language_type, parent_memory_id, procedure_for`;
       const metaArgs = [
         intent,
         outcome,
@@ -4649,7 +4703,8 @@ async function flushBatch() {
         tokenCost,
         audience,
         languageType,
-        parentMemoryId
+        parentMemoryId,
+        procedureFor
       ];
       const baseArgs = [
         row.id,
@@ -4678,6 +4733,8 @@ async function flushBatch() {
         sourceType,
         tier,
         supersedesId,
+        validFrom,
+        invalidAt,
         draft,
         memoryType,
         trajectory,
@@ -4685,8 +4742,8 @@ async function flushBatch() {
       ];
       return {
         sql: hasVector ? `INSERT OR IGNORE INTO memories (${cols})
-              VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, vector32(?), ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)` : `INSERT OR IGNORE INTO memories (${cols})
-              VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, NULL, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
+              VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, vector32(?), ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)` : `INSERT OR IGNORE INTO memories (${cols})
+              VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, NULL, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
         args: hasVector ? [...baseArgs, vectorToBlob(row.vector), ...sharedArgs, ...metaArgs] : [...baseArgs, ...sharedArgs, ...metaArgs]
       };
     };

package/dist/bin/agentic-reflection-backfill.js

@@ -2550,6 +2550,20 @@ async function ensureSchema() {
     });
   } catch {
   }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE tasks ADD COLUMN spawn_runtime TEXT`,
+      args: []
+    });
+  } catch {
+  }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE tasks ADD COLUMN spawn_model TEXT`,
+      args: []
+    });
+  } catch {
+  }
   await client.executeMultiple(`
     CREATE VIRTUAL TABLE IF NOT EXISTS conversations_fts USING fts5(
       content_text,
@@ -2801,6 +2815,22 @@ async function ensureSchema() {
     );
   } catch {
   }
+  for (const col of [
+    "ALTER TABLE memories ADD COLUMN valid_from TEXT",
+    "ALTER TABLE memories ADD COLUMN invalid_at TEXT"
+  ]) {
+    try {
+      await client.execute(col);
+    } catch {
+    }
+  }
+  try {
+    await client.execute({
+      sql: `UPDATE memories SET valid_from = timestamp WHERE valid_from IS NULL`,
+      args: []
+    });
+  } catch {
+  }
   try {
     await client.execute({
       sql: `ALTER TABLE memories ADD COLUMN memory_type TEXT DEFAULT 'raw'`,
@@ -2843,6 +2873,13 @@ async function ensureSchema() {
     } catch {
     }
   }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE memories ADD COLUMN procedure_for TEXT`,
+      args: []
+    });
+  } catch {
+  }
   try {
     await client.execute({
       sql: `UPDATE tasks SET status = 'closed' WHERE status = 'done' AND result IS NOT NULL`,
@@ -3424,6 +3461,20 @@ var init_platform_procedures = __esm({
         priority: "p1",
         content: "Once per session (COO boot only, never repeat), call list_my_feature_requests to check if any previously filed feature requests have been shipped by AskExe. If any request has status 'shipped' with a shipped_version, surface it to the founder immediately: '\u{1F680} N feature(s) shipped \u2014 run exe-os update to get version X.Y.Z'. This is a one-time check at boot, not a recurring poll. If no requests exist or none are shipped, skip silently. If the MCP tool is unavailable or the network call fails, skip silently \u2014 this is informational, not blocking."
       },
+      // --- Tool guidance ---
+      {
+        title: "How to use company_actions \u2014 execute business actions through gateway connectors",
+        domain: "tools",
+        priority: "p2",
+        content: "The company_actions tool executes business actions through gateway connectors (e.g. send WhatsApp, trigger workflows, update CRM). It routes through the exe-gateway on the VPS. Actions are defined by the customer's gateway configuration \u2014 each connector (WhatsApp, Shopify, email, etc.) exposes specific actions. Use query_company_brain to find available data first, then company_actions to act on it. Requires gateway auth token. Read-only founders should NOT use this \u2014 it mutates external state."
+      },
+      // --- Release awareness ---
+      {
+        title: "What's New check \u2014 surface new features after update",
+        domain: "support",
+        priority: "p1",
+        content: "Once per session (COO boot only, never repeat), check if the installed exe-os version is newer than the last session. If it is, read the bundled release-notes.json (at the package root) and surface a brief summary to the founder: 'Updated to exe-os vX.Y.Z \u2014 N new features, M fixes.' List the top 3 features by name. This helps the founder know what they got from the update. If release-notes.json doesn't exist or the version hasn't changed, skip silently. Never repeat this check in the same session."
+      },
       // --- Platform vs Customer ownership ---
       {
         title: "What the platform provides vs what you customize",
@@ -3512,13 +3563,13 @@ var init_platform_procedures = __esm({
         title: "MCP tools \u2014 memory, decision, and search",
         domain: "tool-use",
         priority: "p1",
-        content: `memory(action="recall") / recall_my_memory: search your own memories (semantic + FTS). memory(action="ask_team") / ask_team_memory: search a colleague's memories by agent name. memory(action="store") / store_memory: persist a memory. memory(action="commit") / commit_memory: high-importance memory that survives consolidation. Requires summary. memory(action="search") / search_everything: unified search across memories, tasks, entities, conversations. memory(action="session_context") / get_session_context: temporal memory window. Requires session_id + target_timestamp. memory(action="consolidate") / consolidate_memories: merge duplicate/related memories. memory(action="cardinality") / get_memory_cardinality: count memories per agent. decision(action="store") / store_decision: record an architectural decision (domain, decision, rationale). decision(action="get") / get_decision: retrieve a past decision by domain or query.`
+        content: `memory(action="recall") / recall_my_memory: search memories (semantic + FTS). Params: as_of (bi-temporal \u2014 what did I know at time X?), kind (decision|procedure|observation|raw|conversation|behavior), retrieval_mode (all|decisions_only|procedures_only|operational|recent_high_value). memory(action="ask_team") / ask_team_memory: search a colleague's memories. memory(action="store") / store_memory: persist a memory. Params: kind, procedure_for (domain tag for procedures). memory(action="commit") / commit_memory: high-importance, survives consolidation. Requires summary. memory(action="search") / search_everything: unified search across memories, tasks, entities, conversations. memory(action="session_context") / get_session_context: temporal window. Requires session_id + target_timestamp. memory(action="get_by_id"): fetch one memory by UUID with full untruncated text. memory(action="consolidate") / consolidate_memories: merge duplicate/related memories. memory(action="cardinality") / get_memory_cardinality: count memories per agent. memory(action="supersede"): replace an old memory with a new version (old_id + new text). decision(action="store") / store_decision: record an architectural decision (domain, decision, rationale). decision(action="get") / get_decision: retrieve a past decision by domain or query.`
       },
       {
         title: "MCP tools \u2014 task orchestration",
         domain: "tool-use",
         priority: "p1",
-        content: 'task(action="create") / create_task: dispatch work (title, assigned_to, context). The ONLY dispatch path. Auto-spawns session. task(action="list") / list_tasks: query tasks by status, assignee, project. task(action="get") / get_task: fetch full task details by task_id. task(action="update") / update_task: change status (in_progress, done, blocked, cancelled) + result summary. task(action="close") / close_task: finalize a reviewed task (COO only). task(action="checkpoint") / checkpoint_task: save progress state for crash recovery. task(action="resume") / resume_employee: re-spawn an employee session for an existing task.'
+        content: 'task(action="create") / create_task: dispatch work (title, assigned_to, context). The ONLY dispatch path. Auto-spawns session. Params: blocked_by (task ID for dependency), parent_task_id (subtask hierarchy), reviewer, complexity (routine|standard|complex|critical), budget_tokens (max token cap), budget_fallback_model, spawn_runtime (override runtime: claude|codex|opencode), spawn_model (override model). task(action="list") / list_tasks: query tasks by status, assignee, project. task(action="get") / get_task: fetch full task details by task_id. task(action="update") / update_task: change status (in_progress, done, blocked, cancelled) + result summary. task(action="close") / close_task: finalize a reviewed task (COO only). task(action="checkpoint") / checkpoint_task: save progress state for crash recovery. task(action="resume") / resume_employee: re-spawn an employee session for an existing task.'
       },
       {
         title: "MCP tools \u2014 knowledge graph (GraphRAG)",
@@ -3548,7 +3599,7 @@ var init_platform_procedures = __esm({
         title: "MCP tools \u2014 admin, config, and operations",
         domain: "tool-use",
         priority: "p1",
-        content: 'config(action="list_employees"): view roster. config(action="agent_spend"): token usage per agent. config(action="daemon_health"): check exed status. config(action="license_status"): check license. config(action="cloud_sync"): force sync. config(action="memory_audit"): health check (dupes, null vectors). config(action="run_consolidation"): trigger memory consolidation. config(action="company_procedure", subaction="store|list|deactivate"): manage company procedures. config(action="global_procedure"): list all procedures (platform + company). config(action="create_trigger|list_triggers"): scheduled agent jobs. config(action="export_orchestration|import_orchestration"): portable org state. diagnostics(action="healthcheck|doctor|status_brief|check_update|cloud_status"): system diagnostics. mcp_ping(): daemon health + license status + tool usage stats.'
+        content: 'config(action="list_employees"): view roster. config(action="set_agent_config"): view or change per-agent runtime + model. Call with no args to show all agents. config(action="agent_spend"): token usage per agent. config(action="daemon_health"): check exed status. config(action="license_status"): check license. config(action="cloud_sync"): force sync. Supports cloud_action param: status|sync|reupload. config(action="memory_audit"): health check (dupes, null vectors). config(action="run_consolidation"): trigger memory consolidation. config(action="worker_gate"): check spawn slot availability \u2014 alive/stale/reserved counts vs max. Use before dispatching. config(action="auto_wake_status"): orphaned tasks, blocked tasks, auto-wake retry status. config(action="orchestration_phase"): view/change org phase (phase_1_coo|phase_2_executives|phase_3_parallel_org). config(action="company_procedure", subaction="store|list|deactivate"): manage company procedures. config(action="global_procedure"): list all procedures (platform + company). config(action="create_trigger|list_triggers"): scheduled agent jobs. config(action="export_orchestration|import_orchestration"): portable org state. diagnostics(action="healthcheck|doctor|status_brief|check_update|cloud_status"): system diagnostics. diagnostics(action="pending_work_summary"): pending reviews + messages + notifications in one call. diagnostics(action="rename_employee"): rename an agent across all systems (roster, identity, DB, symlinks). diagnostics(action="tool_search"): semantic tool discovery \u2014 find relevant MCP tools by natural language query. diagnostics(action="drift"): identity drift detection \u2014 score how far an agent has drifted from its role. mcp_ping(): daemon health + license status + tool usage stats.'
       }
     ];
     PLATFORM_PROCEDURE_TITLES = new Set(

package/dist/bin/agentic-semantic-label.js

@@ -2550,6 +2550,20 @@ async function ensureSchema() {
     });
   } catch {
   }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE tasks ADD COLUMN spawn_runtime TEXT`,
+      args: []
+    });
+  } catch {
+  }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE tasks ADD COLUMN spawn_model TEXT`,
+      args: []
+    });
+  } catch {
+  }
   await client.executeMultiple(`
     CREATE VIRTUAL TABLE IF NOT EXISTS conversations_fts USING fts5(
       content_text,
@@ -2801,6 +2815,22 @@ async function ensureSchema() {
     );
   } catch {
   }
+  for (const col of [
+    "ALTER TABLE memories ADD COLUMN valid_from TEXT",
+    "ALTER TABLE memories ADD COLUMN invalid_at TEXT"
+  ]) {
+    try {
+      await client.execute(col);
+    } catch {
+    }
+  }
+  try {
+    await client.execute({
+      sql: `UPDATE memories SET valid_from = timestamp WHERE valid_from IS NULL`,
+      args: []
+    });
+  } catch {
+  }
   try {
     await client.execute({
       sql: `ALTER TABLE memories ADD COLUMN memory_type TEXT DEFAULT 'raw'`,
@@ -2843,6 +2873,13 @@ async function ensureSchema() {
     } catch {
     }
   }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE memories ADD COLUMN procedure_for TEXT`,
+      args: []
+    });
+  } catch {
+  }
   try {
     await client.execute({
       sql: `UPDATE tasks SET status = 'closed' WHERE status = 'done' AND result IS NOT NULL`,
@@ -3424,6 +3461,20 @@ var init_platform_procedures = __esm({
         priority: "p1",
         content: "Once per session (COO boot only, never repeat), call list_my_feature_requests to check if any previously filed feature requests have been shipped by AskExe. If any request has status 'shipped' with a shipped_version, surface it to the founder immediately: '\u{1F680} N feature(s) shipped \u2014 run exe-os update to get version X.Y.Z'. This is a one-time check at boot, not a recurring poll. If no requests exist or none are shipped, skip silently. If the MCP tool is unavailable or the network call fails, skip silently \u2014 this is informational, not blocking."
       },
+      // --- Tool guidance ---
+      {
+        title: "How to use company_actions \u2014 execute business actions through gateway connectors",
+        domain: "tools",
+        priority: "p2",
+        content: "The company_actions tool executes business actions through gateway connectors (e.g. send WhatsApp, trigger workflows, update CRM). It routes through the exe-gateway on the VPS. Actions are defined by the customer's gateway configuration \u2014 each connector (WhatsApp, Shopify, email, etc.) exposes specific actions. Use query_company_brain to find available data first, then company_actions to act on it. Requires gateway auth token. Read-only founders should NOT use this \u2014 it mutates external state."
+      },
+      // --- Release awareness ---
+      {
+        title: "What's New check \u2014 surface new features after update",
+        domain: "support",
+        priority: "p1",
+        content: "Once per session (COO boot only, never repeat), check if the installed exe-os version is newer than the last session. If it is, read the bundled release-notes.json (at the package root) and surface a brief summary to the founder: 'Updated to exe-os vX.Y.Z \u2014 N new features, M fixes.' List the top 3 features by name. This helps the founder know what they got from the update. If release-notes.json doesn't exist or the version hasn't changed, skip silently. Never repeat this check in the same session."
+      },
       // --- Platform vs Customer ownership ---
       {
         title: "What the platform provides vs what you customize",
@@ -3512,13 +3563,13 @@ var init_platform_procedures = __esm({
         title: "MCP tools \u2014 memory, decision, and search",
         domain: "tool-use",
         priority: "p1",
-        content: `memory(action="recall") / recall_my_memory: search your own memories (semantic + FTS). memory(action="ask_team") / ask_team_memory: search a colleague's memories by agent name. memory(action="store") / store_memory: persist a memory. memory(action="commit") / commit_memory: high-importance memory that survives consolidation. Requires summary. memory(action="search") / search_everything: unified search across memories, tasks, entities, conversations. memory(action="session_context") / get_session_context: temporal memory window. Requires session_id + target_timestamp. memory(action="consolidate") / consolidate_memories: merge duplicate/related memories. memory(action="cardinality") / get_memory_cardinality: count memories per agent. decision(action="store") / store_decision: record an architectural decision (domain, decision, rationale). decision(action="get") / get_decision: retrieve a past decision by domain or query.`
+        content: `memory(action="recall") / recall_my_memory: search memories (semantic + FTS). Params: as_of (bi-temporal \u2014 what did I know at time X?), kind (decision|procedure|observation|raw|conversation|behavior), retrieval_mode (all|decisions_only|procedures_only|operational|recent_high_value). memory(action="ask_team") / ask_team_memory: search a colleague's memories. memory(action="store") / store_memory: persist a memory. Params: kind, procedure_for (domain tag for procedures). memory(action="commit") / commit_memory: high-importance, survives consolidation. Requires summary. memory(action="search") / search_everything: unified search across memories, tasks, entities, conversations. memory(action="session_context") / get_session_context: temporal window. Requires session_id + target_timestamp. memory(action="get_by_id"): fetch one memory by UUID with full untruncated text. memory(action="consolidate") / consolidate_memories: merge duplicate/related memories. memory(action="cardinality") / get_memory_cardinality: count memories per agent. memory(action="supersede"): replace an old memory with a new version (old_id + new text). decision(action="store") / store_decision: record an architectural decision (domain, decision, rationale). decision(action="get") / get_decision: retrieve a past decision by domain or query.`
       },
       {
         title: "MCP tools \u2014 task orchestration",
         domain: "tool-use",
         priority: "p1",
-        content: 'task(action="create") / create_task: dispatch work (title, assigned_to, context). The ONLY dispatch path. Auto-spawns session. task(action="list") / list_tasks: query tasks by status, assignee, project. task(action="get") / get_task: fetch full task details by task_id. task(action="update") / update_task: change status (in_progress, done, blocked, cancelled) + result summary. task(action="close") / close_task: finalize a reviewed task (COO only). task(action="checkpoint") / checkpoint_task: save progress state for crash recovery. task(action="resume") / resume_employee: re-spawn an employee session for an existing task.'
+        content: 'task(action="create") / create_task: dispatch work (title, assigned_to, context). The ONLY dispatch path. Auto-spawns session. Params: blocked_by (task ID for dependency), parent_task_id (subtask hierarchy), reviewer, complexity (routine|standard|complex|critical), budget_tokens (max token cap), budget_fallback_model, spawn_runtime (override runtime: claude|codex|opencode), spawn_model (override model). task(action="list") / list_tasks: query tasks by status, assignee, project. task(action="get") / get_task: fetch full task details by task_id. task(action="update") / update_task: change status (in_progress, done, blocked, cancelled) + result summary. task(action="close") / close_task: finalize a reviewed task (COO only). task(action="checkpoint") / checkpoint_task: save progress state for crash recovery. task(action="resume") / resume_employee: re-spawn an employee session for an existing task.'
       },
       {
         title: "MCP tools \u2014 knowledge graph (GraphRAG)",
@@ -3548,7 +3599,7 @@ var init_platform_procedures = __esm({
         title: "MCP tools \u2014 admin, config, and operations",
         domain: "tool-use",
         priority: "p1",
-        content: 'config(action="list_employees"): view roster. config(action="agent_spend"): token usage per agent. config(action="daemon_health"): check exed status. config(action="license_status"): check license. config(action="cloud_sync"): force sync. config(action="memory_audit"): health check (dupes, null vectors). config(action="run_consolidation"): trigger memory consolidation. config(action="company_procedure", subaction="store|list|deactivate"): manage company procedures. config(action="global_procedure"): list all procedures (platform + company). config(action="create_trigger|list_triggers"): scheduled agent jobs. config(action="export_orchestration|import_orchestration"): portable org state. diagnostics(action="healthcheck|doctor|status_brief|check_update|cloud_status"): system diagnostics. mcp_ping(): daemon health + license status + tool usage stats.'
+        content: 'config(action="list_employees"): view roster. config(action="set_agent_config"): view or change per-agent runtime + model. Call with no args to show all agents. config(action="agent_spend"): token usage per agent. config(action="daemon_health"): check exed status. config(action="license_status"): check license. config(action="cloud_sync"): force sync. Supports cloud_action param: status|sync|reupload. config(action="memory_audit"): health check (dupes, null vectors). config(action="run_consolidation"): trigger memory consolidation. config(action="worker_gate"): check spawn slot availability \u2014 alive/stale/reserved counts vs max. Use before dispatching. config(action="auto_wake_status"): orphaned tasks, blocked tasks, auto-wake retry status. config(action="orchestration_phase"): view/change org phase (phase_1_coo|phase_2_executives|phase_3_parallel_org). config(action="company_procedure", subaction="store|list|deactivate"): manage company procedures. config(action="global_procedure"): list all procedures (platform + company). config(action="create_trigger|list_triggers"): scheduled agent jobs. config(action="export_orchestration|import_orchestration"): portable org state. diagnostics(action="healthcheck|doctor|status_brief|check_update|cloud_status"): system diagnostics. diagnostics(action="pending_work_summary"): pending reviews + messages + notifications in one call. diagnostics(action="rename_employee"): rename an agent across all systems (roster, identity, DB, symlinks). diagnostics(action="tool_search"): semantic tool discovery \u2014 find relevant MCP tools by natural language query. diagnostics(action="drift"): identity drift detection \u2014 score how far an agent has drifted from its role. mcp_ping(): daemon health + license status + tool usage stats.'
       }
     ];
     PLATFORM_PROCEDURE_TITLES = new Set(

package/dist/bin/backfill-conversations.js

@@ -2690,6 +2690,20 @@ async function ensureSchema() {
     });
   } catch {
   }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE tasks ADD COLUMN spawn_runtime TEXT`,
+      args: []
+    });
+  } catch {
+  }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE tasks ADD COLUMN spawn_model TEXT`,
+      args: []
+    });
+  } catch {
+  }
   await client.executeMultiple(`
     CREATE VIRTUAL TABLE IF NOT EXISTS conversations_fts USING fts5(
       content_text,
@@ -2941,6 +2955,22 @@ async function ensureSchema() {
     );
   } catch {
   }
+  for (const col of [
+    "ALTER TABLE memories ADD COLUMN valid_from TEXT",
+    "ALTER TABLE memories ADD COLUMN invalid_at TEXT"
+  ]) {
+    try {
+      await client.execute(col);
+    } catch {
+    }
+  }
+  try {
+    await client.execute({
+      sql: `UPDATE memories SET valid_from = timestamp WHERE valid_from IS NULL`,
+      args: []
+    });
+  } catch {
+  }
   try {
     await client.execute({
       sql: `ALTER TABLE memories ADD COLUMN memory_type TEXT DEFAULT 'raw'`,
@@ -2983,6 +3013,13 @@ async function ensureSchema() {
     } catch {
     }
   }
+  try {
+    await client.execute({
+      sql: `ALTER TABLE memories ADD COLUMN procedure_for TEXT`,
+      args: []
+    });
+  } catch {
+  }
   try {
     await client.execute({
       sql: `UPDATE tasks SET status = 'closed' WHERE status = 'done' AND result IS NOT NULL`,
@@ -3564,6 +3601,20 @@ var init_platform_procedures = __esm({
         priority: "p1",
         content: "Once per session (COO boot only, never repeat), call list_my_feature_requests to check if any previously filed feature requests have been shipped by AskExe. If any request has status 'shipped' with a shipped_version, surface it to the founder immediately: '\u{1F680} N feature(s) shipped \u2014 run exe-os update to get version X.Y.Z'. This is a one-time check at boot, not a recurring poll. If no requests exist or none are shipped, skip silently. If the MCP tool is unavailable or the network call fails, skip silently \u2014 this is informational, not blocking."
       },
+      // --- Tool guidance ---
+      {
+        title: "How to use company_actions \u2014 execute business actions through gateway connectors",
+        domain: "tools",
+        priority: "p2",
+        content: "The company_actions tool executes business actions through gateway connectors (e.g. send WhatsApp, trigger workflows, update CRM). It routes through the exe-gateway on the VPS. Actions are defined by the customer's gateway configuration \u2014 each connector (WhatsApp, Shopify, email, etc.) exposes specific actions. Use query_company_brain to find available data first, then company_actions to act on it. Requires gateway auth token. Read-only founders should NOT use this \u2014 it mutates external state."
+      },
+      // --- Release awareness ---
+      {
+        title: "What's New check \u2014 surface new features after update",
+        domain: "support",
+        priority: "p1",
+        content: "Once per session (COO boot only, never repeat), check if the installed exe-os version is newer than the last session. If it is, read the bundled release-notes.json (at the package root) and surface a brief summary to the founder: 'Updated to exe-os vX.Y.Z \u2014 N new features, M fixes.' List the top 3 features by name. This helps the founder know what they got from the update. If release-notes.json doesn't exist or the version hasn't changed, skip silently. Never repeat this check in the same session."
+      },
       // --- Platform vs Customer ownership ---
       {
         title: "What the platform provides vs what you customize",
@@ -3652,13 +3703,13 @@ var init_platform_procedures = __esm({
         title: "MCP tools \u2014 memory, decision, and search",
         domain: "tool-use",
         priority: "p1",
-        content: `memory(action="recall") / recall_my_memory: search your own memories (semantic + FTS). memory(action="ask_team") / ask_team_memory: search a colleague's memories by agent name. memory(action="store") / store_memory: persist a memory. memory(action="commit") / commit_memory: high-importance memory that survives consolidation. Requires summary. memory(action="search") / search_everything: unified search across memories, tasks, entities, conversations. memory(action="session_context") / get_session_context: temporal memory window. Requires session_id + target_timestamp. memory(action="consolidate") / consolidate_memories: merge duplicate/related memories. memory(action="cardinality") / get_memory_cardinality: count memories per agent. decision(action="store") / store_decision: record an architectural decision (domain, decision, rationale). decision(action="get") / get_decision: retrieve a past decision by domain or query.`
+        content: `memory(action="recall") / recall_my_memory: search memories (semantic + FTS). Params: as_of (bi-temporal \u2014 what did I know at time X?), kind (decision|procedure|observation|raw|conversation|behavior), retrieval_mode (all|decisions_only|procedures_only|operational|recent_high_value). memory(action="ask_team") / ask_team_memory: search a colleague's memories. memory(action="store") / store_memory: persist a memory. Params: kind, procedure_for (domain tag for procedures). memory(action="commit") / commit_memory: high-importance, survives consolidation. Requires summary. memory(action="search") / search_everything: unified search across memories, tasks, entities, conversations. memory(action="session_context") / get_session_context: temporal window. Requires session_id + target_timestamp. memory(action="get_by_id"): fetch one memory by UUID with full untruncated text. memory(action="consolidate") / consolidate_memories: merge duplicate/related memories. memory(action="cardinality") / get_memory_cardinality: count memories per agent. memory(action="supersede"): replace an old memory with a new version (old_id + new text). decision(action="store") / store_decision: record an architectural decision (domain, decision, rationale). decision(action="get") / get_decision: retrieve a past decision by domain or query.`
       },
       {
         title: "MCP tools \u2014 task orchestration",
         domain: "tool-use",
         priority: "p1",
-        content: 'task(action="create") / create_task: dispatch work (title, assigned_to, context). The ONLY dispatch path. Auto-spawns session. task(action="list") / list_tasks: query tasks by status, assignee, project. task(action="get") / get_task: fetch full task details by task_id. task(action="update") / update_task: change status (in_progress, done, blocked, cancelled) + result summary. task(action="close") / close_task: finalize a reviewed task (COO only). task(action="checkpoint") / checkpoint_task: save progress state for crash recovery. task(action="resume") / resume_employee: re-spawn an employee session for an existing task.'
+        content: 'task(action="create") / create_task: dispatch work (title, assigned_to, context). The ONLY dispatch path. Auto-spawns session. Params: blocked_by (task ID for dependency), parent_task_id (subtask hierarchy), reviewer, complexity (routine|standard|complex|critical), budget_tokens (max token cap), budget_fallback_model, spawn_runtime (override runtime: claude|codex|opencode), spawn_model (override model). task(action="list") / list_tasks: query tasks by status, assignee, project. task(action="get") / get_task: fetch full task details by task_id. task(action="update") / update_task: change status (in_progress, done, blocked, cancelled) + result summary. task(action="close") / close_task: finalize a reviewed task (COO only). task(action="checkpoint") / checkpoint_task: save progress state for crash recovery. task(action="resume") / resume_employee: re-spawn an employee session for an existing task.'
       },
       {
         title: "MCP tools \u2014 knowledge graph (GraphRAG)",
@@ -3688,7 +3739,7 @@ var init_platform_procedures = __esm({
         title: "MCP tools \u2014 admin, config, and operations",
         domain: "tool-use",
         priority: "p1",
-        content: 'config(action="list_employees"): view roster. config(action="agent_spend"): token usage per agent. config(action="daemon_health"): check exed status. config(action="license_status"): check license. config(action="cloud_sync"): force sync. config(action="memory_audit"): health check (dupes, null vectors). config(action="run_consolidation"): trigger memory consolidation. config(action="company_procedure", subaction="store|list|deactivate"): manage company procedures. config(action="global_procedure"): list all procedures (platform + company). config(action="create_trigger|list_triggers"): scheduled agent jobs. config(action="export_orchestration|import_orchestration"): portable org state. diagnostics(action="healthcheck|doctor|status_brief|check_update|cloud_status"): system diagnostics. mcp_ping(): daemon health + license status + tool usage stats.'
+        content: 'config(action="list_employees"): view roster. config(action="set_agent_config"): view or change per-agent runtime + model. Call with no args to show all agents. config(action="agent_spend"): token usage per agent. config(action="daemon_health"): check exed status. config(action="license_status"): check license. config(action="cloud_sync"): force sync. Supports cloud_action param: status|sync|reupload. config(action="memory_audit"): health check (dupes, null vectors). config(action="run_consolidation"): trigger memory consolidation. config(action="worker_gate"): check spawn slot availability \u2014 alive/stale/reserved counts vs max. Use before dispatching. config(action="auto_wake_status"): orphaned tasks, blocked tasks, auto-wake retry status. config(action="orchestration_phase"): view/change org phase (phase_1_coo|phase_2_executives|phase_3_parallel_org). config(action="company_procedure", subaction="store|list|deactivate"): manage company procedures. config(action="global_procedure"): list all procedures (platform + company). config(action="create_trigger|list_triggers"): scheduled agent jobs. config(action="export_orchestration|import_orchestration"): portable org state. diagnostics(action="healthcheck|doctor|status_brief|check_update|cloud_status"): system diagnostics. diagnostics(action="pending_work_summary"): pending reviews + messages + notifications in one call. diagnostics(action="rename_employee"): rename an agent across all systems (roster, identity, DB, symlinks). diagnostics(action="tool_search"): semantic tool discovery \u2014 find relevant MCP tools by natural language query. diagnostics(action="drift"): identity drift detection \u2014 score how far an agent has drifted from its role. mcp_ping(): daemon health + license status + tool usage stats.'
       }
     ];
     PLATFORM_PROCEDURE_TITLES = new Set(
@@ -4918,6 +4969,8 @@ async function writeMemory(record) {
     source_type: record.source_type ?? null,
     tier: record.tier ?? classifyTier(record),
     supersedes_id: record.supersedes_id ?? null,
+    valid_from: record.valid_from ?? record.timestamp,
+    invalid_at: record.invalid_at ?? null,
     draft: record.draft ? 1 : 0,
     memory_type: memoryType,
     trajectory: record.trajectory ? JSON.stringify(record.trajectory) : null,
@@ -4936,7 +4989,8 @@ async function writeMemory(record) {
     token_cost: record.token_cost ?? null,
     audience: record.audience ?? null,
     language_type: record.language_type ?? inferLanguageType(record),
-    parent_memory_id: record.parent_memory_id ?? null
+    parent_memory_id: record.parent_memory_id ?? null,
+    procedure_for: record.procedure_for ?? null
   };
   _pendingRecords.push(dbRow);
   orgBus.emit({
@@ -4991,6 +5045,8 @@ async function flushBatch() {
       const sourceType = row.source_type ?? null;
       const tier = row.tier ?? 3;
       const supersedesId = row.supersedes_id ?? null;
+      const validFrom = row.valid_from ?? row.timestamp;
+      const invalidAt = row.invalid_at ?? null;
       const draft = row.draft ? 1 : 0;
       const memoryType = row.memory_type ?? "raw";
       const trajectory = row.trajectory ?? null;
@@ -5010,15 +5066,16 @@ async function flushBatch() {
       const audience = row.audience ?? null;
       const languageType = row.language_type ?? null;
       const parentMemoryId = row.parent_memory_id ?? null;
+      const procedureFor = row.procedure_for ?? null;
       const cols = `id, agent_id, agent_role, session_id, timestamp,
                tool_name, project_name,
                has_error, raw_text, vector, version, task_id, importance, status,
                confidence, last_accessed,
                workspace_id, document_id, user_id, char_offset, page_number,
-               source_path, source_type, tier, supersedes_id, draft, memory_type, trajectory, content_hash,
+               source_path, source_type, tier, supersedes_id, valid_from, invalid_at, draft, memory_type, trajectory, content_hash,
                intent, outcome, domain, referenced_entities, retrieval_count,
                chain_position, review_status, context_window_pct, file_paths, commit_hash,
-               duration_ms, token_cost, audience, language_type, parent_memory_id`;
+               duration_ms, token_cost, audience, language_type, parent_memory_id, procedure_for`;
       const metaArgs = [
         intent,
         outcome,
@@ -5034,7 +5091,8 @@ async function flushBatch() {
         tokenCost,
         audience,
         languageType,
-        parentMemoryId
+        parentMemoryId,
+        procedureFor
       ];
       const baseArgs = [
         row.id,
@@ -5063,6 +5121,8 @@ async function flushBatch() {
         sourceType,
         tier,
         supersedesId,
+        validFrom,
+        invalidAt,
         draft,
         memoryType,
         trajectory,
@@ -5070,8 +5130,8 @@ async function flushBatch() {
       ];
       return {
         sql: hasVector ? `INSERT OR IGNORE INTO memories (${cols})
-              VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, vector32(?), ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)` : `INSERT OR IGNORE INTO memories (${cols})
-              VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, NULL, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
+              VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, vector32(?), ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)` : `INSERT OR IGNORE INTO memories (${cols})
+              VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, NULL, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
         args: hasVector ? [...baseArgs, vectorToBlob(row.vector), ...sharedArgs, ...metaArgs] : [...baseArgs, ...sharedArgs, ...metaArgs]
       };
     };