@awebai/oats 0.22.0 → 0.22.2

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Files changed (60) hide show
  1. package/README.md +40 -50
  2. package/bin/oats.mjs +242 -22
  3. package/capabilities/oats-authoring/LICENSE +21 -0
  4. package/capabilities/oats-authoring/oats-package.json +11 -0
  5. package/capabilities/oats-authoring/oats.json +4 -4
  6. package/capabilities/oats-authoring/skills/integration-authoring/SKILL.md +63 -0
  7. package/capabilities/oats-authoring/skills/skill-craft/SKILL.md +109 -0
  8. package/capabilities/oats-authoring/skills/soul-craft/SKILL.md +109 -0
  9. package/capabilities/oats-aweb/injects/aweb.md +4 -3
  10. package/capabilities/oats-aweb/oats.json +7 -7
  11. package/capabilities/oats-aweb/skills/LICENSE +21 -0
  12. package/capabilities/oats-aweb/skills/VENDORED.md +26 -0
  13. package/capabilities/oats-aweb/skills/aweb-identity/SKILL.md +201 -0
  14. package/capabilities/oats-aweb/skills/aweb-messaging/SKILL.md +161 -0
  15. package/capabilities/oats-aweb/skills/aweb-messaging/references/messaging-scenarios.md +61 -0
  16. package/capabilities/oats-aweb/skills/aweb-team-membership/SKILL.md +328 -0
  17. package/capabilities/oats-aweb/skills/aweb-team-membership/references/team-membership-reference.md +74 -0
  18. package/capabilities/oats-jira/oats.json +1 -1
  19. package/capabilities/oats-linear/oats.json +1 -1
  20. package/capabilities/oats-okf/agents/{memory-harvest.md → memory-harvest/AGENTS.md} +3 -1
  21. package/capabilities/oats-okf/agents/memory-harvest/soul.yaml +6 -0
  22. package/capabilities/oats-okf/bin/oats-okf.mjs +201 -54
  23. package/capabilities/oats-okf/injects/okf.md +7 -0
  24. package/capabilities/oats-okf/oats.json +5 -2
  25. package/capabilities/oats-okf/skills/memory-harvest/SKILL.md +42 -1
  26. package/capabilities/oats-review/oats.json +1 -1
  27. package/docs/2026-09-03-architecture-proposal.md +642 -0
  28. package/docs/execution-targets.md +181 -0
  29. package/docs/first-team-demo.md +87 -0
  30. package/docs/first-team.md +179 -0
  31. package/docs/implementation.md +14 -1
  32. package/docs/integrations.md +83 -65
  33. package/docs/layers.md +356 -80
  34. package/docs/migration-from-oas.md +80 -116
  35. package/docs/oats-config.schema.json +1 -0
  36. package/docs/operating-team-migration.md +217 -0
  37. package/docs/release-notes/v0.22.1.md +106 -0
  38. package/docs/release-notes/v0.22.2.md +69 -0
  39. package/docs/servers.md +94 -0
  40. package/docs/souls-and-instances.md +30 -3
  41. package/lib/core.mjs +626 -415
  42. package/lib/herdr.mjs +95 -0
  43. package/lib/servers.mjs +436 -0
  44. package/lib/session-input.mjs +78 -0
  45. package/lib/session-viewer.mjs +51 -0
  46. package/package-catalog.json +2 -2
  47. package/package.json +1 -1
  48. package/packages/record/README.md +76 -16
  49. package/packages/record/bin/capture.mjs +59 -3
  50. package/packages/record/bin/recall.mjs +67 -1
  51. package/packages/record/docs/turn-record-sot.md +1 -1
  52. package/packages/record/lib/sessions-for-home.mjs +130 -0
  53. package/packages/record/lib/store.mjs +207 -43
  54. package/skills/oats/SKILL.md +6 -2
  55. package/capabilities/oats-aweb/package.json +0 -20
  56. package/capabilities/oats-jira/package.json +0 -25
  57. package/capabilities/oats-linear/README.md +0 -234
  58. package/capabilities/oats-linear/package.json +0 -29
  59. package/capabilities/oats-linear/test/oats-linear.test.mjs +0 -168
  60. package/capabilities/oats-okf/package.json +0 -22
@@ -1,122 +1,86 @@
1
1
  # Migrating from OAS to OATS
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2
 
3
- Status: **the migration path exists in the kernel** — `oats migrate
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- --from-oas`, one transactional conversion per scope (plan steps 1–3 below,
5
- all landed 2026-08-21). What remains is distribution: end users get the
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- command with the v0.22.0 release (steps 4–6). This document keeps the facts
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- in one place; the work is tracked as epic `aweb-abfy` in this team's aw
8
- tasks. Audited 2026-08-21 against a live OAS deployment
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- (`@oas-framework/oas@0.20.0-aweb.1`).
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-
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- OATS was published as **OAS** (`@oas-framework/oas`, `@oas-framework/pi`)
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- until the 2026-08-13 rename (commit `fa1e646`), which was a deliberate
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- clean break: no compatibility shims, and no code in this repo recognizes
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- `oas-*` names.
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-
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- ## Do not migrate by hand yet
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-
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- The dangerous property of the original state was that it failed **quietly**:
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-
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- - On a scope with `oas-config.yaml`/`oas-lock.json`, `oats status` works
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- (the `agents/` layout is unchanged) — everything looks healthy.
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- - But `oats doctor` finds no config, all layers are unresolved, and a spawn
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- produces instances **without the knowledge (`oas.okf`) and messaging
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- (`oas.aweb`) injections**. The compounding-memory and team-comms value
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- disappears with no error.
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- - `oats migrate --official --dry-run` on such a scope reported "nothing to
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- migrate" and exited 0 — false success.
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-
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- Since plan step 1 landed (below), the silence is closed: `oats doctor` names
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- an un-migrated OAS scope with the remedy, and every `oats migrate` form —
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- plain or guided, dry run or apply — exits nonzero when `oas-config.yaml` /
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- `oas-lock.json` are visible from the scope (detection is by name only; the
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- kernel never parses OAS files).
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-
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- ## Migrating: `oats migrate --from-oas`
3
+ OATS is the successor to OAS. **OATS 0.22.0 was published on 2026-09-03**:
4
+ the kernel, Pi adapter, and Desktop assets are available. The published
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+ kernel acquired the official OKF, aweb, authoring, and development packages
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+ from its catalog during the 2026-09-05 qualification. You no longer need a
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+ framework checkout to migrate.
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+
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+ Use the migration command rather than renaming files by hand. The OATS
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+ kernel does not read `oas-*` configuration names or `oas.*` capability IDs.
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+ An unchanged agent-directory layout can make an old scope look familiar
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+ while its knowledge and messaging configuration remains unmigrated.
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+
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+ ## Upgrade one scope
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+
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+ Finish or preserve active work before changing a daily-use deployment.
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+ Install OATS alongside the old CLI, then inspect the plan for the exact
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+ scope you intend to convert:
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+
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+ ```bash
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+ npm install -g @awebai/oats@latest
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+ pi install npm:@awebai/oats-pi@latest
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+ oats migrate --from-oas --dry-run --dir /path/to/scope
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+ ```
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+
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+ Read any held or unmapped package rows before applying. A dry run reports
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+ what can be converted; it is not a guarantee that every historical package
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+ version has a supported replacement. When the plan is correct:
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29
 
37
30
  ```bash
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- oats migrate --from-oas --dry-run --dir <scope> # full per-scope plan, touches nothing
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- oats migrate --from-oas --dir <scope> # convert this scope
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- oats migrate --from-oas --recursive --dir <root> # every visible OAS scope
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+ oats migrate --from-oas --dir /path/to/scope
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+ oats doctor /path/to/scope
41
33
  ```
42
34
 
43
- One transaction per scope, two phases under one journal:
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-
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- 1. **Rename phase** — `oas-config.yaml` → `oats-config.yaml` (line
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- transform: the `oas:` defaults key becomes `oats:` and capability ids
47
- with catalog renames become their successors; comments and every other
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- byte survive), `oas-lock.json` → `oats-lock.json` verbatim, `oas.json` →
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- `oats.json` inside each installed capability dir, and
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- `.oas-scaffold-owners.json` → `.oats-scaffold-owners.json` in `agents/`
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- and `local-agents/` souls with owner ids mapped to their successors.
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- 2. **Chained guided conversion** — the existing v1→v2 official migration
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- runs on the renamed lock; the catalog's renaming aliases map each
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- `oas.*` entry onto the `oats.*` package that replaces it, re-acquiring
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- the artifacts (stale v1 integrity is resolved by re-acquisition, never
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- recomputed) and cleaning the superseded `oas`-named artifact dirs.
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-
58
- Any failure in either phase restores the scope's original OAS-named bytes.
59
- A second run finds nothing and exits 0. Executable trust is re-earned after
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- conversion (`oats trust` commands are printed), and comments inside your
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- config that mention `oas` paths are left untouched — comments are yours.
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-
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- ## The four breaks
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-
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- 1. **File names.** The kernel reads only `oats-config.yaml`
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- (`lib/core.mjs:326`) and `oats-lock.json` (`lib/core.mjs:643`). OAS
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- scopes have `oas-config.yaml`, `oas-lock.json`, `oas.json` inside each
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- installed capability dir, and `.oas-scaffold-owners.json` in souls.
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- 2. **The config key.** The schema (`docs/oats-config.schema.json`,
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- `additionalProperties: false`) accepts an `oats:` defaults block and
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- rejects the `oas:` block an OAS config carries — renaming the file is
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- not enough.
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- 3. **Capability ids.** `oas.okf` / `oas.aweb` appear in the config, the
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- lock, and the `.agents/capabilities/installed/<id>/` directory names.
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- 4. **No catalog aliases.** `package-catalog.json` maps only `oats.*` ids;
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- a hand-renamed lock naming `marketplace:oas.okf` resolves to
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- `available: false` and the guided migration **holds the whole scope**
78
- (`lib/core.mjs:3251-3262`, `:1416`).
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-
80
- ## Why an OAS user cannot even find OATS
81
-
82
- - `@awebai/oats` and `@awebai/oats-pi` are **not yet published**. The
83
- v0.22.0 release notes exist and the three manifests are aligned; what
84
- remains is the tag and the publish (`.github/workflows/release.yml`, or
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- the runnerless lane in `scripts/release-lane.mjs`).
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- - `@oas-framework/oas` is still live on npm (0.21.2 as of 2026-09-03) and
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- **not deprecated**, so the old CLI's `oas update` (which checks that
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- package) never learns OATS exists.
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- - The old OAS desktop probes for `@oas-framework/oas`; the new desktop
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- requires `@awebai/oats >=0.22.0 <0.23.0` — old app and new CLI are
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- mutually invisible, so desktop must ship in the same release.
92
-
93
- ## The plan (epic `aweb-abfy`)
94
-
95
- 1. **Done.** `oats migrate` / `oats doctor` detect an OAS scope and fail
96
- **loud** with the exact remedy (never exit 0 on "nothing to migrate" when
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- `oas-*` siblings exist). `detectOasScopes` in `lib/core.mjs`,
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- `discoverOasScopes` in `lib/packages.mjs`, wired in `bin/oats.mjs`;
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- tests in `test/oas-scope-detection.test.mjs`.
100
- 2. **Done.** Catalog aliases `oas.*` → `oats.*` so legacy locks map instead
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- of holding — as *renaming* aliases (`{ "package": "oats.okf",
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- "capability": "oats.okf" }`), because the replacement packages export the
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- successor ids, never the legacy ones. All seven 0.20 ids are mapped in
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- `package-catalog.json`.
105
- 3. **Done.** `oats migrate --from-oas`: one transactional command covering
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- all four breaks (section above), fixture built from the real deployment
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- shape, idempotent, byte-identical rollback on failure, with a migrated
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- scope reaching green `oats doctor` and spawns composing the knowledge and
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- messaging injections again (`test/from-oas-migration.test.mjs`).
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- 4. v0.22.0 release: notes and version alignment are **done**; remaining are
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- the tag, npm publish of `@awebai/oats` + `@awebai/oats-pi`, and the
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- desktop GitHub Release.
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- 5. `npm deprecate` the `@oas-framework/*` packages with a pointer here.
114
- 6. Close the `oats-okf` / `oats-aweb` publication gates so migrated scopes
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- can restore their capabilities under the new ids.
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-
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- Until 4–6 are done, OAS users (this includes real daily users) should stay
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- on `@oas-framework/oas` — it keeps working and loses nothing by
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- waiting. The conversion command exists, but until the v0.22.0 release it is
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- only reachable from a repo checkout, and until the satellite publication
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- gates close the catalog's package refs are not a supported acquisition
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- source for migrated scopes.
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+ Run the exact `oats trust <capability> --dir <scope>` commands printed by
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+ migration for the executable capabilities you approve. Trust does not
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+ transfer automatically. Verify the team ID and messaging membership with
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+ `oats aweb setup --dir /path/to/scope`, then exercise a real task, harvest,
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+ and retirement as described in [Run your first team](first-team.md).
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+
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+ For a multi-repository deployment, start with one scope. The explicit
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+ `--recursive --dir /path/to/workspace` form converts every discovered OAS
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+ scope, with a separate transaction for each; it is not one transaction for
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+ the whole workspace.
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+
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+ If you use Desktop, install [OATS Desktop](desktop.md) too. The old OAS
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+ Desktop discovers the old package name and cannot operate the new CLI.
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+ OATS Desktop 0.22.0 accepts kernel versions `>=0.22.0 <0.23.0`.
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+
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+ ## What the command converts
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+
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+ One transaction covers two phases within a scope:
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+
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+ 1. Rename `oas-config.yaml` and `oas-lock.json` to their `oats-` names;
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+ convert the `oas:` defaults key and catalog-mapped capability IDs;
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+ rename installed `oas.json` manifests and soul scaffold-owner files.
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+ 2. Convert the old lock to official package lockfile version 2, acquiring
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+ the replacement artifacts and removing superseded installed directories.
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+
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+ The catalog includes aliases for the seven OAS 0.20 capability IDs, mapping
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+ `oas.*` names to the corresponding `oats.*` packages and capabilities.
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+ Aliases guide migration; they are not runtime compatibility shims.
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+ Comments and unrelated configuration text are preserved, including old
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+ names in comments. Those comments can be updated separately.
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+
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+ A failure in either phase restores that scope's original OAS bytes. A
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+ second successful run finds nothing to convert. `oats doctor` and migration
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+ commands identify visible OAS-named scopes and give a remedy rather than
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+ silently declaring an unmigrated deployment ready.
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+
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+ ## Compatibility and remaining transition work
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+
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+ The migration fixtures were built from an OAS 0.20.x deployment. OAS
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+ 0.21.x uses the same file names and configuration keys, but may lock package
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+ versions outside the OATS catalog's mapped line. Inspect the dry run before
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+ converting those scopes; do not replace an unmapped version by guessing.
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+
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+ The old `@oas-framework/*` packages have not been deprecated as part of
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+ this rollout. Their update checks therefore do not announce the OATS
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+ rename; deprecation belongs to their maintainer. An existing OAS deployment
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+ can keep running until its own migration plan is ready. This is no longer a
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+ requirement to wait for OATS publication.
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+
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+ See the [0.22.0 release notes](release-notes/v0.22.0.md) for the rename,
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+ package versions, and compatibility changes, and the
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+ [first-team qualification](first-team-demo.md) for current operating evidence.
@@ -72,6 +72,7 @@
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  },
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73
  "type": "object",
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74
  "properties": {
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+ "yolo": { "type": "boolean", "description": "Skip Codex/Claude permission prompts. Closest scope wins; soul and launch overrides take precedence." },
75
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  "name": { "type": "string" },
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77
  "team": {
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78
  "type": "object",
@@ -0,0 +1,217 @@
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+ # Full operating-team migration
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+
3
+ Planning record, 2026-09-05. Juan asked lead to discuss the migration with
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+ Merlin and plan for all teams on this machine to be managed by OATS, with
5
+ harvesting fully working. This expands the earlier release/configuration
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+ rollout. It does not describe an already completed migration.
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+
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+ The cjr runbook is owned by Merlin at
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+ `~/cjr/agents/docs/2026-09-05-oats-migration.md`. This document records the
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+ shared framework work and the wider rollout.
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+
12
+ Fresh identities are authorized for specialists and reviewers. Merlin retains
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+ both `cjr.aweb.ai/merlin` and his existing durable DID. Aweb clarified that
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+ re-minting the same address changes identity and breaks continuity; the supported
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+ path is an explicit transfer of his existing authority with one live process.
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+ Other teams' retained identities follow the same requirement where applicable.
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+
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+ An isolated check against installed 0.22.1 confirmed that an explicit
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+ existing spawn destination is refused without changing its instructions or
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+ uncommitted notes. Purpose-based naming chooses an unused suffix. The old
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+ cjr respawn-clobber report therefore is not reproduced by this journey;
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+ identity adoption and concurrent handover still need their own tests.
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+
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+ ## Completion means operating teams
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+
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+ Every continuing seat must have a supported OATS launch, composition,
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+ status, handover and retirement path. Its outstanding work, knowledge and
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+ required skills must survive a change of runtime session; identity/address
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+ continuity follows the explicit policy for that seat.
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+ Every remembering role must have a tested learning path; reviewers retain
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+ their explicit exclusion from accumulated memory. Config discovery alone
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+ establishes none of this.
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+
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+ The published 0.22.1 release supports useful Pi/Claude worker work and
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+ notes-based harvest. Its observed qualifications included operator-assisted
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+ retirement. Standing-agent adoption, automatic service retirement and
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+ record-fed learning remain work, not shipped guarantees.
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+
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+ ## Scope inventory
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+
41
+ Reconfirm the live inventory with each owner at handover; process presence
42
+ and old directories are evidence to investigate, not the authoritative list
43
+ of continuing seats.
44
+
45
+ | Scope | Starting point | Required disposition |
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+ | --- | --- | --- |
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+ | `~/awebai/oats` | Live Claude coordinator and Codex lead; managed review workers also running | Oats owns coordinator handover; lead owns lead handover; preserve established identities |
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+ | `~/cjr` | Knowledge/config preparation landed at `5afb3e8b`; managed developer pilot running; legacy Merlin and Minerva observed live | Merlin owns pilot and safe handovers; preserve his DID and address; harvest acceptance remains pending |
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+ | `~/awebai/aweb` | Live Claude coordinator and frontend in legacy homes | Oats owns coordinator handover; lead coordinates frontend with aweb after its current work; preserve identities and cover child repositories |
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+ | `~/tsm` | Five live seats: Zeus, Prometeo, Argos, Themis on Claude; Hermes on Codex. No OATS config/souls found | Lead coordinates with Zeus; cross-team handoff currently rejected by local identity routing; establish a supported route, then prepare souls/knowledge and safe handovers |
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+ | `~/prj/beadhub-all` | Live Codex session, despite stale offline roster | Lead sent handover request to Beadhub; preserve its established identity and current work; no billing/production changes |
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+ | `~/prj/docflow` | Live Claude session; credential workspace alias `alice` on `docflow:juan.aweb.ai` | Lead and Merlin establish responsible owner and handover; that alias is not proof of a globally routable address |
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+ | `ai.aweb` on `aweb-agents` | Athena last seen 53 days ago; remote legacy home exists in inventory | Aweb and oats own archival inspection; do not resurrect as a continuing seat |
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+ | `~/awebai/demo-aweb/bob` | Live Pi demo | Aweb owns safe stop and archival disposition; it is not an operating-team migration |
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+ | `~/.turn-record` | Live Pi capture service under launchd | Retain as infrastructure; qualify record capture separately from standing seats |
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+
57
+ The live inventory above was checked on 2026-09-05 using harness process
58
+ working directories, without interrupting them. Old aweb presence timestamps
59
+ are insufficient to decide whether a harness is alive. A migration plan or
60
+ new soul directory does not establish that the corresponding seat moved.
61
+
62
+ Grace's missing old local path and the offline retirement, docs, bertha,
63
+ cowork, federation, membership-review, aazb-reviewer, id-bugs, billing and
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+ claweb entries are archival investigations, not launch requests. Preserve
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+ homes until their work and authority have a recorded disposition. Do not
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+ bulk-delete aliases based on roster age; certificate cleanup belongs to the
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+ aweb lifecycle fix and its verified recovery procedure.
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+
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+ ## Shared prerequisites and owners
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+
71
+ Oats coordinates framework/package work and the machine-wide inventory.
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+ Lead independently reviews the design and concrete journey evidence. Merlin
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+ owns cjr's repository changes, task selection and eventual handovers. Other
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+ teams' owners control their work and handover sequence; oats records those
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+ owners before scheduling each migration. Oats accepted ownership of
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+ `aweb-abep` (service self-retirement), followed by `aweb-abfz` (record-fed
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+ learning). Self-retirement merged at 568eeae; record-fed learning is implemented
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+ and under independent review, with package publication pending. Lead owns
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+ the full-machine plan and runtime/wake qualification, including the Codex
80
+ support requirement. The aweb coordinator owns identity continuity and route
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+ semantics, with oats coordinating the rehearsal and package changes.
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+
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+ ### Recreate or retain identities according to the actual requirement
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+
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+ Cjr's default is a new OATS-minted identity and an explicit handover of
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+ outstanding work, knowledge, contacts and task responsibility. Old identities
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+ are retired only after that handover is accepted. Pilot identities remain
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+ uniquely named so no existing address has to be removed for the experiment.
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+
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+ Merlin is the exception. Oats owns the explicit source-authority binding in the
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+ messaging capability; aweb supplied this supported handover:
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+
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+ 1. Rehearse using a disposable self-custodial global identity and a second-team
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+ contact, checking DID, address, conversations and write attribution.
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+ 2. Stop the old process. Copy authority only: signing.key, identity.yaml,
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+ teams.yaml, team certificates, encryption.yaml and encryption keys. Keep
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+ private files owner-only; exclude workspace.yaml and caches.
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+ 3. In the new home run `aw workspace connect --service <url> --team <team>` to
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+ rebind the existing identity. Do not mint or join as a new identity.
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+ 4. Verify the same DID/address, host/path binding, heartbeat, message routes and
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+ task writes. Preserve the old home for rollback until acceptance, then remove
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+ its old credential copy. Never have two processes using the identity.
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+
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+ Do not delete Merlin's global workspace as part of handover: aweb reports that
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+ this is unsupported and can release claims. Retiring a managed execution with
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+ retained authority must release the execution without destroying the identity.
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+ Never put credentials in Git or manufacture instance.json for adoption.
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+
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+ ### Make harvest finish without an operator
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+
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+ Kernel issue `aweb-abep` is real in 0.22.1: bare `retire --self` is refused,
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+ while the harvester's instructions tell it to use that command. Oats owns
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+ the supported service-exit path, with lead review. A deferred external
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+ retirement is a candidate; the live agent must not inspect and delete its
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+ own working state. Completion requires an actual harvester to finish,
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+ report and clean up without operator retirement, with visible recoverable
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+ failure rather than silent loss. Do not release capabilities while the
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+ runtime can still act, or make the read-only status command delete homes.
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+
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+ Review cjr's local `memory-harvest` override before the pilot: selected
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+ implementation, required skill, authenticated model, source worktree,
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+ promotion destination and self-harvest exclusion. The configured model is
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+ OpenAI via `openai-codex/gpt-5.5`, already used by the local record/mind setup.
124
+ Pi is needed even for Claude workers. A model setting is not proof of a run.
125
+
126
+ ### Finish temporary identity retirement
127
+
128
+ The aweb owner must resolve the remote lifecycle defect tracked under
129
+ `aweb-aaum.6`; oats coordinates package integration. The five leaked release
130
+ identities are a reproduction. Independently verify coordination cleanup,
131
+ claims and certificate state. Admin cleanup is a recovery procedure, not
132
+ proof of automatic retirement. This gates temporary-worker completion;
133
+ adopted standing executions instead must preserve their durable identity.
134
+
135
+ ### Recover standing executions after reboot
136
+
137
+ Tmux and Herdr keep agents alive when a viewer disconnects; a machine reboot
138
+ ends those executions. Replaying `instance.json.command` manually does not
139
+ refresh OATS's independent session receipt and is not a supported recovery.
140
+ The first planned recovery reuses the tested retained-authority handover:
141
+ preserve the stopped home, knowledge and identity, then create its replacement
142
+ with a new receipt and one active holder. That capability binding is not built
143
+ yet; until qualified, rebooted standing seats remain down. A terminal-only
144
+ restart operation may follow; it must refresh the receipt without rerunning
145
+ resource-provisioning hooks. No automatic supervisor is required for the first
146
+ supported manual recovery.
147
+
148
+ ### Include noncoding learning and all actual runtimes
149
+
150
+ `aweb-abfz` is the open record-fed learning epic. Its bounded acceptance is
151
+ a standing session that wrote no notes and made no code commit producing a
152
+ reviewed knowledge proposal with provenance to exact recorded turns, then a
153
+ successor reading that knowledge. Notes-based harvest must continue working.
154
+ Oats owns this after service self-retirement: select the source instance's
155
+ own recorded turns through a record helper, feed them to existing OKF
156
+ judgment, and deliver proposals through the same review path. Verify exact
157
+ source provenance, correct soul destination and safe repeat processing.
158
+ Storing transcripts or running the mind daemon alone does not satisfy this
159
+ gate.
160
+
161
+ The inventory includes Codex sessions. Main now includes reviewed native Codex launch (b7d4159), alongside Pi
162
+ and Claude; released Codex launch/status/stop/composition support is required
163
+ unless a seat's owner explicitly chooses a runtime change. No silent fallback
164
+ to Pi. Test channel delivery with the installed runtime and selected config;
165
+ manual polling is not wake-up. Establish any actual machine-policy change
166
+ needed before making it. Include daemon health and restart/recovery behavior
167
+ in the operating instructions.
168
+
169
+ ## Rollout sequence
170
+
171
+ 1. **Prepare without disturbing sessions.** Record each seat's identity,
172
+ home, work path/branch, outstanding tasks/messages, notes, skills and
173
+ launch mechanism. Review/commit the isolated config changes. Give every
174
+ knowledge store a disposition, preserving source material; migrate needed
175
+ context into indexed soul knowledge and team rules. Materialize required
176
+ skills explicitly instead of depending on a user's Claude skill links.
177
+ 2. **Rehearse required identity transitions on test identities.** Prove
178
+ temporary retirement and Merlin-style retained-authority handover, including
179
+ cross-team routing. If another team requires retained-key adoption, test
180
+ its write binding, exclusivity, failure recovery and retained-identity
181
+ retirement separately. Do not use the active Codex lead or a standing
182
+ coordinator as the initial experiment.
183
+ 3. **Run cjr's useful worker pilot.** Merlin selected extending
184
+ `kb/tools/kb-jobs-check.py` to cover the machine's launchd jobs. Limit the
185
+ task to health reporting; do not enable/disable jobs. Use a fresh named
186
+ developer in a worktree and a fresh code reviewer. Verify required skills,
187
+ aw communication, a reviewed task commit, a real harvested promotion on
188
+ the correct branch, and a second developer reading the promoted lesson
189
+ through the soul's index. Verify harvester and worker retirement. A
190
+ workaround-assisted run is recorded as partial, not automatic completion.
191
+ 4. **Transfer cjr seats at agreed safe boundaries.** Prove the never-run
192
+ roles with new managed workers. Then hand Hermione's and Dumbledore's work
193
+ to fresh identities, followed by Minerva's work; Merlin goes last using the
194
+ verified address-continuity procedure. Checkpoint work/mail/notes and
195
+ explicitly transfer responsibilities. Avoid duplicate owners of the same
196
+ task. Preserve old homes until successor acceptance; retire old identities
197
+ through the supported remote path. Every remembering role gets the learning
198
+ check; reviewers get the exclusion check.
199
+ 5. **Repeat across the inventory.** Prepare other scopes in parallel with
200
+ framework work; apply the proven handover with each team owner. Oats/aweb,
201
+ tsm, beadhub and docflow all need explicit outcomes. Offline homes receive
202
+ an explicit disposition. Retire old launch scripts only after no continuing
203
+ seat depends on them.
204
+ 6. **Qualify continuous operation.** Prove record-fed promotion for noncoding
205
+ sessions, successor knowledge use, wake-up and recovery, and working health
206
+ checks. Document one supported operator path to start, inspect, hand over,
207
+ harvest and retire each role. Close the full migration only then.
208
+
209
+ ## Evidence and progress
210
+
211
+ Keep separate milestones per team: config ready; skills/knowledge ready;
212
+ new workers qualified; standing seats transferred; learning qualified;
213
+ retirement/recovery verified. Record exact published versions and relevant
214
+ commits. Preserve failed-step evidence and outstanding limitations; do not
215
+ substitute a green `doctor`, a roster row or a successful hook report for
216
+ the corresponding live check. Keep credentials and private case data out of
217
+ the shared rollout record.
@@ -0,0 +1,106 @@
1
+ # OATS v0.22.1
2
+
3
+ A bounded reliability release, made from the first day of operating OATS on
4
+ its own repository from the published 0.22.0 artifacts. Every item below was
5
+ either reproduced during that run or found by the independent review that
6
+ preceded it, plus the golden fixtures that guard the kernel's outputs and a
7
+ release-workflow correction (a release with nothing to bump finishes rather
8
+ than fails). The Desktop compatibility band (`>=0.22.0 <0.23.0`) already
9
+ covers this kernel; no Desktop rebuild is needed.
10
+
11
+ ## Fixes
12
+
13
+ - **`oats create` in a fresh scope no longer crashes.** After `oats init`,
14
+ the first `oats create` died with a raw stack trace because it demanded the
15
+ `agents/` directory that only `create` itself populates. It now bootstraps
16
+ the roster root at the enclosing repository, reports that once (and as
17
+ `agentsRoot` in `--json`), and the 0.22.0 workaround `mkdir agents` is no
18
+ longer needed.
19
+ - **Spawn preflights executables and compensates every post-hook failure.**
20
+ A missing runtime binary or tmux was detected only after the home, worktree,
21
+ branch, and required capability hooks (an aweb identity) had been created,
22
+ and those throws bypassed compensation, leaving a branch, a worktree, and
23
+ remote state with no `instance.json` and no quarantine. The runtime binary,
24
+ tmux (when launching), and the task input are now checked before any
25
+ mutation, and one compensation path owns every failure after the spawn
26
+ hooks: retire hooks run once, Git topology is removed and verified, a
27
+ window that may have been created is stopped and verified before
28
+ credentials are touched, and unresolvable cleanup retains the home with
29
+ its receipt for a retryable `oats retire`. Six fault-injection tests cover
30
+ the paths.
31
+ - **The turn record's stream lock is ownership-safe and bounded.** A late
32
+ contender could judge a live holder's lock stale by age and enter the same
33
+ critical section, and the old holder then unlinked whatever lock was in
34
+ place. The lock now carries an owner token; staleness is proven from the
35
+ holder's liveness, with age only as the fallback for a foreign-host or
36
+ tokenless lock; release removes only a lock the releaser owns; and every
37
+ failed acquire iteration passes one deadline check, so an unreadable lock
38
+ or a lock that cannot be removed fails with the underlying code and path
39
+ instead of spinning forever. Known limit, documented: a pid reused after a
40
+ reboot makes an abandoned lock read as held until an operator removes it.
41
+ - **README claims match the implementation.** Native captured turns are
42
+ content-addressed, not signed; projected aweb mail and chat keep their
43
+ original signatures; capture covers Claude Code, Pi, and Codex transcripts
44
+ plus aw client logs on machines where `oats setup` ran, subject to the
45
+ ignore list. The contracts document and the turn-record specification say
46
+ the same.
47
+ - **Bundled capabilities match their published tags.** The copies of the
48
+ official packages bundled under `capabilities/` claimed the published
49
+ version numbers but differed from the published payloads; the bundled
50
+ `oats.okf` still imported kernel internals and shipped an older harvester
51
+ layout. All six are now byte-identical to the tagged payloads (`oats.okf`
52
+ 1.4.1, `oats.aweb` 1.8.0, `oats.jira` 1.0.0, `oats.linear` 1.0.0,
53
+ `oats.authoring` 1.0.0, `oats.review` 1.2.0 from `oats.dev` 1.0.0). Two
54
+ new tests guard it: no file under `capabilities/` may name kernel internals
55
+ or shell out to `oats root`, and every bundled manifest must carry the
56
+ version the catalog pins. The clean-room smoke asserts the same pin before
57
+ wrapping the bundled package, so it now proves the released package and
58
+ kernel combination. The bundled `oats.linear` README and test moved with
59
+ their package.
60
+
61
+ ## Documentation
62
+
63
+ - **Run your first OATS team** (`docs/first-team.md`) is the tested path from
64
+ install to a real task, harvest, retirement, and a successor, with the
65
+ caveats the run met: the harvester runs in Pi even for Claude Code workers,
66
+ a Claude Code spawn needs two interactive confirmations today, and a
67
+ messaging layer entry that excludes a soul must state `global: true`.
68
+ - **First-team example** (`docs/first-team-demo.md`) records what actually
69
+ happened on 2026-09-05: two workers, two promotions, one successor that
70
+ read its predecessor's promoted lesson.
71
+ - **Migration from OAS** is rewritten from shipped state: the packages are
72
+ published, the seven catalog aliases exist, and the OAS npm deprecation
73
+ remains with its maintainer.
74
+ - `docs/layers.md` is now the OATS contracts and `docs/integrations.md` the
75
+ binding guide; `docs/2026-09-03-architecture-proposal.md` records the
76
+ component model and the migration plan agreed with the framework's author.
77
+
78
+ ## Known operating limits and issues, not fixed here
79
+
80
+ - The qualified `oats.okf` 1.4.1 configuration runs its harvester in Pi, so
81
+ a Pi-runnable model is required even for Claude Code workers.
82
+ - A Claude Code worker's first launch can stop on Claude's folder-trust
83
+ prompt and on the aweb channel plugin's development-channels
84
+ confirmation; attach to the tmux session and answer them. A created
85
+ window is not evidence that the agent has started.
86
+ - Retiring an instance reports its aweb identity deleted while the server
87
+ keeps the alias (aweb-aaum.6). Local cleanup is complete; the name cannot
88
+ be reused until an administrator removes the alias. Use a fresh
89
+ `--purpose` for successors.
90
+ - The OKF harvester's default model assumes the `github-copilot` provider;
91
+ set `harvest-model` under the knowledge layer settings to a model your Pi
92
+ can run. A package change is proposed.
93
+ - `oats spawn` resolves the roster root from the working directory, so from
94
+ a workspace root pass `--dir <repo>` even though `oats status --team`
95
+ lists the souls.
96
+ - `oats status` lists the retirement-baselines directory as a phantom
97
+ instance, retire leaves that baseline file behind, and `oats retire --json`
98
+ prints a bare object rather than the schema-v1 envelope. Tracked; each
99
+ changes a golden fixture deliberately.
100
+
101
+ ## Install
102
+
103
+ ```bash
104
+ npm install -g @awebai/oats@0.22.1
105
+ pi install npm:@awebai/oats-pi@0.22.1
106
+ ```
@@ -0,0 +1,69 @@
1
+ # OATS v0.22.2
2
+
3
+ OATS now launches native Codex, supports Herdr alongside tmux, and routes
4
+ agent lifecycle commands to registered SSH servers. This release also adds
5
+ record-fed harvesting and lets agents finish their own retirement.
6
+
7
+ ## Native runtimes and one permission setting
8
+
9
+ Choose Pi, Claude Code or Codex when creating or spawning an agent. Codex
10
+ uses its native CLI, instructions and skill discovery. Unknown runtimes are
11
+ rejected before provisioning.
12
+
13
+ Set `yolo: true` in a scope's `oats-config.yaml`, override it in a soul, or
14
+ use `oats spawn --yolo` / `--no-yolo`. Desktop offers the same launch choice.
15
+ Codex receives `--yolo` and a launch-local trust setting for the generated
16
+ home; Claude receives `--dangerously-skip-permissions`. Pi is unchanged.
17
+ With no setting, OATS leaves native permission policy in place.
18
+
19
+ ## Persistent terminals and SSH execution
20
+
21
+ Use `--backend tmux|herdr` at spawn. The instance's saved session receipt
22
+ identifies its execution; inspect, input, attach and retirement use that
23
+ original target. Closing a viewer leaves the agent running.
24
+
25
+ `oats session inspect|input|attach --home <absolute-home>` provides the
26
+ harness-neutral terminal interface. Input sends literal text and Enter;
27
+ submission is not proof that the agent processed a message.
28
+
29
+ Register an existing SSH host with `oats server add`, then use `--server`
30
+ on spawn, status, retire and session inspect/attach. Saved routes keep
31
+ retirement and attachment available if a registration changes. SSH retains
32
+ responsibility for keys and host verification. Desktop includes a server
33
+ selector and the remote terminal adapter; remote roster projection remains
34
+ a follow-up, so use the CLI to attach to a remote instance in this release.
35
+
36
+ Live checks covered native Codex launch and subsequent terminal input on
37
+ both local backends. A real remote Claude session accepted input through
38
+ the Desktop terminal helper, survived viewer closure, and ended its viewer
39
+ on retirement. Herdr roster checks include public IDs beyond the ninth
40
+ workspace. These checks do not establish reboot recovery.
41
+
42
+ ## Learning and retirement
43
+
44
+ The official `oats.okf` 1.5.0 capability can feed harvest from an instance's
45
+ captured turns even when it wrote no notes. It selects that home's sessions,
46
+ reads bounded windows, and advances its watermark over the supplied record.
47
+ Notes-based harvesting remains supported. Record commands require Node 22.5
48
+ or later on the execution host.
49
+
50
+ `oats retire --self` records retirement intent and starts detached completion.
51
+ Completion stops the runtime before releasing capability resources and
52
+ removing the home. Failed cleanup remains visible and recoverable through
53
+ status. The roster also stops treating retirement bookkeeping directories
54
+ as instances. Retiring an instance whose work tree is large no longer fails with
55
+ `git ENOBUFS` during work preservation: every git call on the retirement path
56
+ now runs with a buffer far above Node's 1 MiB default (found on a real
57
+ ~9,500-file tree).
58
+
59
+ ## Package versions and remaining work
60
+
61
+ The catalog pins `oats.okf` v1.5.0 and `oats.aweb` v1.9.0. The latter updates
62
+ native Codex's messaging instructions; its Pi and Claude channel delivery
63
+ is unchanged. Native Codex has no automatic aweb delivery in this release.
64
+
65
+ The aweb host wake broker, session-delivery capability glue, retained-identity
66
+ handover and supported standing-seat reboot recovery are still being
67
+ completed. Hosted temporary aliases also remain non-reusable until aweb's
68
+ certificate-retirement fix ships; use fresh purpose names. A configured
69
+ team or successful spawn does not mean its standing agents have migrated.