@dxos/assistant 0.8.2-main.12df754 → 0.8.2-main.36232bc

package/src/session/session.ts

@@ -2,16 +2,26 @@
 // Copyright 2025 DXOS.org
 //
 
-import { Schema as S } from 'effect';
-
-import { defineTool, Message, ToolResult, type ArtifactDefinition, type Tool } from '@dxos/artifact';
+import { Option, Schema as S } from 'effect';
+
+import {
+  defineTool,
+  Message,
+  ToolResult,
+  type ArtifactDefinition,
+  type MessageContentBlock,
+  type Tool,
+} from '@dxos/artifact';
 import { Event, synchronized } from '@dxos/async';
-import { create } from '@dxos/echo-schema';
+import { ObjectVersion } from '@dxos/echo-db';
+import { create, type ObjectId } from '@dxos/echo-schema';
 import { invariant } from '@dxos/invariant';
 import { log } from '@dxos/log';
 
+import { VersionPin } from './version-pin';
 import { MixedStreamParser, type AIServiceClient, type GenerateRequest, type GenerationStream } from '../ai-service';
 import { isToolUse, runTools } from '../conversation';
+
 /**
  * Contains message history, tools, current context.
  * Current context means the state of the app, time of day, and other contextual information.
@@ -23,6 +33,22 @@ import { isToolUse, runTools } from '../conversation';
  * Could be personal or shared.
  */
 
+/**
+ * Resolves artifact ids to their versions.
+ * Used to give the model a sense of the changes to the artifacts made by users during the conversation.
+ * The artifacts versions are pinned in the history, and whenever the artifact changes in-between assistant's steps,
+ * a diff is inserted into the conversation.
+ */
+export type ArtifactDiffResolver = (artifacts: { id: ObjectId; lastVersion: ObjectVersion }[]) => Promise<
+  Map<
+    ObjectId,
+    {
+      version: ObjectVersion;
+      diff?: string;
+    }
+  >
+>;
+
 export type SessionRunOptions = {
   client: AIServiceClient;
 
@@ -47,15 +73,22 @@ export type SessionRunOptions = {
    * Pre-require artifacts.
    */
   requiredArtifactIds?: string[];
+
+  /**
+   * @see ArtifactDiffResolver
+   */
+  artifactDiffResolver?: ArtifactDiffResolver;
 };
 
-type OperationModel = 'planning' | 'immediate';
+type OperationModel = 'planning' | 'importing' | 'configured';
 
 export type AiSessionOptions = {
   /**
-   * In planning mode, the model will create a plan before executing the user's request.
-   * The plan will determine the artifacts that will be used to perform the actions.
-   * In require mode, the model will select the artifacts that will be used to perform the actions.
+   * Determines the agent's handling of the artifacts definitions:
+   *
+   * - `planning`: The model will create a plan with required artifacts for each step.
+   * - `importing`: The model can query registry and only pull in the artifacts that are required to complete the task.
+   * - `configured`: The available artifacts are pre-selected and the model cannot select additional artifacts.
    */
   operationModel: OperationModel;
 };
@@ -104,147 +137,30 @@ export class AISession {
 
   @synchronized
   async run(options: SessionRunOptions): Promise<Message[]> {
-    const systemTools: Tool[] = [
-      defineTool('system', {
-        name: 'query_artifact_definitions',
-        description: 'Query the available artifact definitions',
-        schema: S.Struct({}),
-        execute: async () => {
-          return ToolResult.Success({
-            artifactDefinitions: options.artifacts.map((artifact) => ({
-              id: artifact.id,
-              name: artifact.name,
-              description: artifact.description,
-            })),
-          });
-        },
-      }),
-    ];
+    const systemTools: Tool[] = [];
     switch (this._options.operationModel) {
       case 'planning':
-        systemTools.push(
-          defineTool('system', {
-            name: 'create_plan',
-            description:
-              'Create a plan. Make sure that each step is independent and can be executed solely on the data returned by the previous step. The steps only share the data that is specified in the plan.',
-            schema: S.Struct({
-              goal: S.String.annotations({ description: 'The goal that the plan will achieve.' }),
-              steps: S.Array(
-                S.Struct({
-                  action: S.String.annotations({
-                    description: 'Complete, detailed action to perform.',
-                  }),
-                  input: S.String.annotations({
-                    description: 'The required input data for this step. First step must not require any data.',
-                  }),
-                  output: S.String.annotations({
-                    description: 'The output data from this step. This is passed to the next step as input.',
-                  }),
-                  requiredArtifactIds: S.Array(S.String).annotations({
-                    description: 'The ids of the artifacts required to perform this step.',
-                    examples: [['artifact:dxos.org/example/Test']],
-                  }),
-                }),
-              ).annotations({ description: 'Steps' }),
-            }),
-            execute: async ({ goal, steps }) => {
-              const missingArtifactIds = steps
-                .flatMap((step) => step.requiredArtifactIds)
-                .filter((artifactId) => !options.artifacts.some((artifact) => artifact.id === artifactId));
-              if (missingArtifactIds.length > 0) {
-                return ToolResult.Error(`One or more artifact ids are invalid: ${missingArtifactIds.join(', ')}`);
-              }
-
-              const stepResults: any[] = [];
-              for (const step of steps) {
-                log('executing step', { action: step.action });
-                const session = new AISession({ operationModel: 'immediate' });
-                session.message.on((ev) => this.message.emit(ev));
-                session.block.on((ev) => this.block.emit(ev));
-                session.update.on((ev) => this.update.emit(ev));
-                session.streamEvent.on((ev) => this.streamEvent.emit(ev));
-                session.userMessage.on((ev) => this.userMessage.emit(ev));
-
-                const messages = await session.run({
-                  client: options.client,
-                  artifacts: options.artifacts,
-                  tools: options.tools,
-                  history: options.history,
-                  extensions: options.extensions,
-                  generationOptions: options.generationOptions,
-                  requiredArtifactIds: step.requiredArtifactIds.slice(),
-                  prompt: `
-                    You are an agent that executes the subtask in a plan.
-                    
-                    While you know the plan's goal only focus on your subtask
-                    Use the data from the previous step to complete your task.
-                    Return all of the data from "output" in your last message.
-                    
-                    Current step (that you need to complete):
-                    ${JSON.stringify(
-                      {
-                        goal,
-                        input: step.input,
-                        output: step.output,
-                        yourTask: step.action,
-                      },
-                      null,
-                      2,
-                    )}
-                    
-                    Previous step results:
-                    ${JSON.stringify(stepResults.at(-1))}.
-                  `,
-                });
-                const result = messages.at(-1);
-                stepResults.push(result);
-              }
-
-              return ToolResult.Success({ stepResults });
-            },
-          }),
-        );
+        systemTools.push(this._createQueryArtifactsTool(options.artifacts), this._createPlanningTool(options));
         break;
-      case 'immediate':
+      case 'importing':
         systemTools.push(
-          defineTool('system', {
-            name: 'require_artifact_definitions',
-            description:
-              'Require the use of specific artifact definitions. This will allow the model to interact with artifact definitions and use their tools.',
-            schema: S.Struct({
-              artifactDefinitionIds: S.Array(S.String).annotations({
-                description: 'The ids of the artifact definitions to require',
-                examples: [['artifact:dxos.org/example/Test']],
-              }),
-            }),
-            execute: async ({ artifactDefinitionIds }) => {
-              const missingArtifactDefinitionIds = artifactDefinitionIds.filter(
-                (artifactId) => !options.artifacts.some((artifact) => artifact.id === artifactId),
-              );
-              if (missingArtifactDefinitionIds.length > 0) {
-                return ToolResult.Error(
-                  `One or more artifact definition ids are invalid: ${missingArtifactDefinitionIds.join(', ')}`,
-                );
-              }
-
-              for (const artifactDefinitionId of artifactDefinitionIds) {
-                requiredArtifactIds.add(artifactDefinitionId);
-              }
-
-              return ToolResult.Success({});
-            },
+          this._createQueryArtifactsTool(options.artifacts),
+          this._createRequireTool(options.artifacts, (artifactDefinitionIds) => {
+            for (const artifactDefinitionId of artifactDefinitionIds) {
+              requiredArtifactIds.add(artifactDefinitionId);
+            }
           }),
         );
         break;
+      case 'configured':
+        // no system tools
+        break;
+      default:
+        throw new TypeError(`Invalid operation model: ${this._options.operationModel}`);
     }
 
     this._history = [...options.history];
-    this._pending = [
-      create(Message, {
-        role: 'user',
-        content: [{ type: 'text', text: options.prompt }],
-      }),
-    ];
+    this._pending = [await this._formatUserPrompt(options.artifactDiffResolver, options.prompt, options.history)];
     this.userMessage.emit(this._pending.at(-1)!);
     this._stream = undefined;
     let error: Error | undefined;
@@ -329,6 +245,176 @@ export class AISession {
     return this._pending;
   }
 
+  private async _formatUserPrompt(
+    artifactDiffResolver: ArtifactDiffResolver | undefined,
+    prompt: string,
+    history: Message[],
+  ) {
+    const prelude: MessageContentBlock[] = [];
+
+    if (artifactDiffResolver) {
+      const versions = gatherObjectVersions(history);
+
+      const artifactDiff = await artifactDiffResolver(
+        Array.from(versions.entries()).map(([id, version]) => ({ id, lastVersion: version })),
+      );
+
+      log.info('vision', {
+        artifactDiff,
+        versions,
+      });
+
+      for (const [id, { version }] of [...artifactDiff.entries()]) {
+        if (ObjectVersion.equals(version, versions.get(id)!)) {
+          artifactDiff.delete(id);
+          continue;
+        }
+
+        prelude.push(VersionPin.createBlock(VersionPin.make({ objectId: id, version })));
+      }
+      if (artifactDiff.size > 0) {
+        prelude.push(createArtifactUpdateBlock(artifactDiff));
+      }
+    }
+
+    return create(Message, {
+      role: 'user',
+      content: [...prelude, { type: 'text', text: prompt }],
+    });
+  }
+
+  private _createQueryArtifactsTool(artifacts: ArtifactDefinition[]) {
+    return defineTool('system', {
+      name: 'query_artifact_definitions',
+      description: 'Query the available artifact definitions',
+      schema: S.Struct({}),
+      execute: async () => {
+        return ToolResult.Success({
+          artifactDefinitions: artifacts.map((artifact) => ({
+            id: artifact.id,
+            name: artifact.name,
+            description: artifact.description,
+          })),
+        });
+      },
+    });
+  }
+
+  private _createRequireTool(
+    artifacts: ArtifactDefinition[],
+    onRequire: (artifactDefinitionIds: readonly string[]) => void,
+  ) {
+    return defineTool('system', {
+      name: 'require_artifact_definitions',
+      description:
+        'Require the use of specific artifact definitions. This will allow the model to interact with artifact definitions and use their tools.',
+      schema: S.Struct({
+        artifactDefinitionIds: S.Array(S.String).annotations({
+          description: 'The ids of the artifact definitions to require',
+          examples: [['artifact:dxos.org/example/Test']],
+        }),
+      }),
+      execute: async ({ artifactDefinitionIds }) => {
+        const missingArtifactDefinitionIds = artifactDefinitionIds.filter(
+          (artifactId) => !artifacts.some((artifact) => artifact.id === artifactId),
+        );
+        if (missingArtifactDefinitionIds.length > 0) {
+          return ToolResult.Error(
+            `One or more artifact definition ids are invalid: ${missingArtifactDefinitionIds.join(', ')}`,
+          );
+        }
+
+        onRequire(artifactDefinitionIds);
+
+        return ToolResult.Success({});
+      },
+    });
+  }
+
+  private _createPlanningTool(options: SessionRunOptions) {
+    return defineTool('system', {
+      name: 'create_plan',
+      description:
+        'Create a plan. Make sure that each step is independent and can be executed solely on the data returned by the previous step. The steps only share the data that is specified in the plan.',
+      schema: S.Struct({
+        goal: S.String.annotations({ description: 'The goal that the plan will achieve.' }),
+        steps: S.Array(
+          S.Struct({
+            action: S.String.annotations({
+              description: 'Complete, detailed action to perform.',
+            }),
+            input: S.String.annotations({
+              description: 'The required input data for this step. First step must not require any data.',
+            }),
+            output: S.String.annotations({
+              description: 'The output data from this step. This is passed to the next step as input.',
+            }),
+            requiredArtifactIds: S.Array(S.String).annotations({
+              description: 'The ids of the artifacts required to perform this step.',
+              examples: [['artifact:dxos.org/example/Test']],
+            }),
+          }),
+        ).annotations({ description: 'Steps' }),
+      }),
+      execute: async ({ goal, steps }) => {
+        const missingArtifactIds = steps
+          .flatMap((step) => step.requiredArtifactIds)
+          .filter((artifactId) => !options.artifacts.some((artifact) => artifact.id === artifactId));
+        if (missingArtifactIds.length > 0) {
+          return ToolResult.Error(`One or more artifact ids are invalid: ${missingArtifactIds.join(', ')}`);
+        }
+
+        const stepResults: any[] = [];
+        for (const step of steps) {
+          log('executing step', { action: step.action });
+          const session = new AISession({ operationModel: 'importing' });
+          session.message.on((ev) => this.message.emit(ev));
+          session.block.on((ev) => this.block.emit(ev));
+          session.update.on((ev) => this.update.emit(ev));
+          session.streamEvent.on((ev) => this.streamEvent.emit(ev));
+          session.userMessage.on((ev) => this.userMessage.emit(ev));
+
+          const messages = await session.run({
+            client: options.client,
+            artifacts: options.artifacts,
+            tools: options.tools,
+            history: options.history,
+            extensions: options.extensions,
+            generationOptions: options.generationOptions,
+            requiredArtifactIds: step.requiredArtifactIds.slice(),
+            artifactDiffResolver: options.artifactDiffResolver,
+            prompt: `
+              You are an agent that executes the subtask in a plan.
+              
+              While you know the plan's goal only focus on your subtask
+              Use the data from the previous step to complete your task.
+              Return all of the data from "output" in your last message.
+              
+              Current step (that you need to complete):
+              ${JSON.stringify(
+                {
+                  goal,
+                  input: step.input,
+                  output: step.output,
+                  yourTask: step.action,
+                },
+                null,
+                2,
+              )}
+              
+              Previous step results:
+              ${JSON.stringify(stepResults.at(-1))}.
+            `,
+          });
+          const result = messages.at(-1);
+          stepResults.push(result);
+        }
+
+        return ToolResult.Success({ stepResults });
+      },
+    });
+  }
+
   abort() {
     this._stream?.abort();
   }
@@ -351,19 +437,37 @@ const createBaseInstructions = ({
   Decision-making:
 
   - Analyze the structure and type of the content in the user's message.
-  - Can you complete the task using the available artifacts?
-  - If you can't complete the task using the available artifacts, query the list of available artifacts using the appropriate tool.
-  - Identify which artifacts are relevant to the user's request.
+  
+  
   ${
     operationModel === 'planning'
       ? `
+      - Can you complete the task using the available artifacts?
+      - If you can't complete the task using the available artifacts, query the list of available artifacts using the appropriate tool.
+      - Identify which artifacts are relevant to the user's request.
         - Break down the user's request into a step-by-step plan that you will use to execute the user's request, the plan items should include artifacts which will be used to perform the actions.
       `
-      : `
-      - Are the required artifacts already available?
-      - If not, select which artifact(s) will be the most relevant and require them using the require_artifacts tool.
-      - The require'd artifact tools will be available for use after require.
-    `
+      : ''
+  }
+  ${
+    operationModel === 'importing'
+      ? `
+      - Can you complete the task using the available artifacts?
+      - If you can't complete the task using the available artifacts, query the list of available artifacts using the appropriate tool.
+      - Identify which artifacts are relevant to the user's request.
+    - Are the required artifacts already available?
+    - If not, select which artifact(s) will be the most relevant and require them using the require_artifacts tool.
+    - The require'd artifact tools will be available for use after require.
+  `
+      : ''
+  }
+  ${
+    operationModel === 'configured'
+      ? `
+    - Select the most relevant artifact(s) to complete the task.
+    - Call the appropriate tool to use the artifact(s).
+  `
+      : ''
   }
 
   ${availableArtifacts.length > 0 ? `Artifacts already in context: ${availableArtifacts.join('\n')}` : ''}
@@ -373,3 +477,35 @@ export class AIServiecOverloadedError extends S.TaggedError<AIServiecOverloadedE
   'AIServiecOverloadedError',
   {},
 ) {}
+
+const gatherObjectVersions = (messages: Message[]): Map<ObjectId, ObjectVersion> => {
+  const artifactIds = new Map<ObjectId, ObjectVersion>();
+  for (const message of messages) {
+    for (const block of message.content) {
+      if (block.type === 'json' && block.disposition === VersionPin.DISPOSITION) {
+        const pin = VersionPin.pipe(S.decodeOption)(JSON.parse(block.json)).pipe(Option.getOrUndefined);
+        if (!pin) {
+          continue;
+        }
+        artifactIds.set(pin.objectId, pin.version);
+      }
+    }
+  }
+
+  return artifactIds;
+};
+
+const createArtifactUpdateBlock = (
+  artifactDiff: Map<ObjectId, { version: ObjectVersion; diff?: string }>,
+): MessageContentBlock => {
+  return {
+    type: 'text',
+    disposition: 'artifact-update',
+    text: `
+      The following artifacts have been updated since the last message:
+      ${Array.from(artifactDiff.entries())
+        .map(([id, { diff }]) => `<changed-artifact id="${id}">${diff ? `\n${diff}` : ''}</changed-artifact>`)
+        .join('\n')}
+    `,
+  };
+};

package/src/session/version-pin.test.ts

@@ -0,0 +1,26 @@
+//
+// Copyright 2025 DXOS.org
+//
+
+import { pipe, Schema } from 'effect';
+import { describe, expect, test } from 'vitest';
+
+import { Expando } from '@dxos/echo-schema';
+import { invariant } from '@dxos/invariant';
+import { live } from '@dxos/live-object';
+
+import { VersionPin } from './version-pin';
+
+describe('VersionPin', () => {
+  test('serialization', () => {
+    const obj = live(Expando, {
+      name: 'John Doe',
+    });
+    const block = VersionPin.createBlock(VersionPin.make({ objectId: obj.id, version: obj.version }));
+    invariant(block.type === 'json' && block.disposition === VersionPin.DISPOSITION);
+    const pin = pipe(JSON.parse(block.json), VersionPin.pipe(Schema.decodeSync));
+    expect(pin).toBeDefined();
+    expect(pin?.objectId).toBe(obj.id);
+    expect(pin?.version).toBe(obj.version);
+  });
+});

package/src/session/version-pin.ts

@@ -0,0 +1,43 @@
+//
+// Copyright 2025 DXOS.org
+//
+
+import { Schema } from 'effect';
+
+import type { MessageContentBlock } from '@dxos/artifact';
+import type { ObjectVersion } from '@dxos/echo-db';
+import { getVersion } from '@dxos/echo-db';
+import { ObjectId, type BaseEchoObject } from '@dxos/echo-schema';
+
+// TODO(dmaretskyi): Extract.
+const ObjectVersionSchema = Schema.Unknown as Schema.Schema<ObjectVersion>;
+
+const VersionPinSchema = Schema.Struct({
+  // TODO(dmaretskyi): Use Ref when those support encoding.
+  objectId: ObjectId,
+  // TODO(dmaretskyi): Could be opaque
+  version: ObjectVersionSchema,
+});
+export interface VersionPin extends Schema.Schema.Type<typeof VersionPinSchema> {}
+
+export const VersionPin: typeof VersionPinSchema & {
+  DISPOSITION: 'version-pin';
+  fromObject: (object: BaseEchoObject) => VersionPin;
+  createBlock: (pin: VersionPin) => MessageContentBlock;
+} = class extends VersionPinSchema {
+  static readonly DISPOSITION = 'version-pin';
+  static fromObject(object: BaseEchoObject): VersionPin {
+    return VersionPin.make({
+      objectId: object.id,
+      version: getVersion(object),
+    });
+  }
+
+  static createBlock(pin: VersionPin): MessageContentBlock {
+    return {
+      type: 'json',
+      disposition: VersionPin.DISPOSITION,
+      json: JSON.stringify(pin),
+    };
+  }
+};

package/src/testing/query.test.ts

@@ -14,7 +14,7 @@ import { AI_SERVICE_ENDPOINT } from './defs';
 import { createLogger } from './logger';
 import { createCypherTool, createSystemPrompt } from './query-promts';
 import { createTestData, seedTestData } from './test-data';
-import { Contact, Org, Project, Task } from './test-schema';
+import { Contact, Organization, Project, Task } from './test-schema';
 import { AIServiceEdgeClient, DEFAULT_EDGE_MODEL } from '../ai-service';
 import { runLLM } from '../conversation';
 import { EchoDataSource } from '../cypher';
@@ -25,7 +25,7 @@ const client = new AIServiceEdgeClient({
 
 test.skip('cypher query', async () => {
   const dataSource = createTestData();
-  const schemaTypes = [Org, Project, Task, Contact];
+  const schemaTypes = [Organization, Project, Task, Contact];
 
   const cypherTool = createCypherTool(dataSource);
 
@@ -56,7 +56,7 @@ test.skip('query ECHO', async () => {
   await using builder = await new EchoTestBuilder().open();
   const { db, graph } = await builder.createDatabase();
 
-  const schemaTypes = [Org, Project, Task, Contact];
+  const schemaTypes = [Organization, Project, Task, Contact];
   graph.schemaRegistry.addSchema(schemaTypes);
 
   seedTestData(db);

package/src/testing/test-data.ts

@@ -17,7 +17,7 @@ import {
   formatInferredRelationshipLabel,
   formatNodeLabel,
 } from '../cypher';
-import { Contact, Org, Project, Task } from '../testing';
+import { Contact, Organization, Project, Task } from '../testing';
 
 export const seedTestData = (db: EchoDatabase) => {
   const contactRich = db.add(
@@ -122,14 +122,14 @@ export const seedTestData = (db: EchoDatabase) => {
   );
 
   const _orgDxos = db.add(
-    live(Org, {
+    live(Organization, {
       name: 'DXOS',
       employees: [makeRef(contactRich), makeRef(contactJosiah), makeRef(contactDima)],
       projects: [makeRef(projectEcho)],
     }),
   );
   const _orgBraneframe = db.add(
-    live(Org, {
+    live(Organization, {
       name: 'Braneframe',
       employees: [makeRef(contactJosiah), makeRef(contactRich)],
       projects: [makeRef(projectComposer)],
@@ -226,13 +226,13 @@ export const createTestData = (): MockDataSource => {
     assignee: makeRef(contactJosiah),
   });
 
-  const _orgDxos = dataSource.add(Org, {
+  const _orgDxos = dataSource.add(Organization, {
     id: ObjectId.random(),
     name: 'DXOS',
     employees: [makeRef(contactRich), makeRef(contactJosiah), makeRef(contactDima)],
     projects: [makeRef(projectEcho)],
   });
-  const _orgBraneframe = dataSource.add(Org, {
+  const _orgBraneframe = dataSource.add(Organization, {
     id: ObjectId.random(),
     name: 'Braneframe',
     employees: [makeRef(contactJosiah), makeRef(contactRich)],

package/src/testing/test-schema.ts

@@ -62,7 +62,7 @@ export const Task = S.Struct({
   });
 export interface Task extends S.Schema.Type<typeof Task> {}
 
-export const Org = S.Struct({
+export const Organization = S.Struct({
   id: ObjectId,
   name: S.String.annotations({ description: 'The name of the organization.' }),
   projects: S.Array(Ref(Project)),
@@ -72,9 +72,9 @@ export const Org = S.Struct({
   .annotations({
     [TypeAnnotationId]: {
       kind: EntityKind.Object,
-      typename: 'example.com/type/Org',
+      typename: 'example.com/type/Organization',
       version: '0.1.0',
     },
     description: 'Contact information.',
   });
-export interface Org extends S.Schema.Type<typeof Org> {}
+export interface Organization extends S.Schema.Type<typeof Organization> {}