@mastra/factory 0.1.0 → 0.2.0

package/CHANGELOG.md

@@ -1,5 +1,43 @@
 # @mastra/factory
 
+## 0.2.0
+
+### Minor Changes
+
+- Added guided model-provider setup to Factory onboarding with a recommended default model and provider-specific observational-memory defaults. ([#20079](https://github.com/mastra-ai/mastra/pull/20079))
+
+### Patch Changes
+
+- Renamed Mastra Factory server log prefix from "[MastraCode Web]" to "[Mastra Factory]" ([#20088](https://github.com/mastra-ai/mastra/pull/20088))
+
+- Link Factory Review cards to their work item when a PR opens without recorded provenance. GitHub PR-opened ingress now falls back to matching the PR head branch against work item session branches, and Review intake records `headBranch`/`baseBranch` metadata so the board and session views can relate the cards. ([#20074](https://github.com/mastra-ai/mastra/pull/20074))
+
+- Fixed board-started work sessions to use the Factory's default coding model and persisted observational-memory settings. ([#20081](https://github.com/mastra-ai/mastra/pull/20081))
+
+- Restored observational-memory settings so Factory users can choose models and preferences before opening a chat session. ([#20079](https://github.com/mastra-ai/mastra/pull/20079))
+
+- Updated dependencies [[`55adddf`](https://github.com/mastra-ai/mastra/commit/55adddfda2a170b00c112bf37d677e8ce5b65d5a)]:
+  - @mastra/core@1.52.1
+  - @mastra/code-sdk@1.0.1
+
+## 0.2.0-alpha.0
+
+### Minor Changes
+
+- Added guided model-provider setup to Factory onboarding with a recommended default model and provider-specific observational-memory defaults. ([#20079](https://github.com/mastra-ai/mastra/pull/20079))
+
+### Patch Changes
+
+- Link Factory Review cards to their work item when a PR opens without recorded provenance. GitHub PR-opened ingress now falls back to matching the PR head branch against work item session branches, and Review intake records `headBranch`/`baseBranch` metadata so the board and session views can relate the cards. ([#20074](https://github.com/mastra-ai/mastra/pull/20074))
+
+- Fixed board-started work sessions to use the Factory's default coding model and persisted observational-memory settings. ([#20081](https://github.com/mastra-ai/mastra/pull/20081))
+
+- Restored observational-memory settings so Factory users can choose models and preferences before opening a chat session. ([#20079](https://github.com/mastra-ai/mastra/pull/20079))
+
+- Updated dependencies [[`55adddf`](https://github.com/mastra-ai/mastra/commit/55adddfda2a170b00c112bf37d677e8ce5b65d5a)]:
+  - @mastra/core@1.52.1-alpha.0
+  - @mastra/code-sdk@1.0.1-alpha.0
+
 ## 0.1.0
 
 ### Minor Changes

package/dist/factory.js

@@ -26444,7 +26444,7 @@ function buildGithubRoutes(options) {
             list = await github.listInstallationRepos(Number(inst.externalId));
           } catch (err) {
             if (err.status !== 404) throw err;
-            console.error(`[MastraCode Web] pruning stale GitHub installation ${inst.externalId} (404 from GitHub)`);
+            console.error(`[Mastra Factory] pruning stale GitHub installation ${inst.externalId} (404 from GitHub)`);
             await github.sourceControlStorage.installations.delete({ orgId: resolved.tenant.orgId, id: inst.id });
             continue;
           }
@@ -27387,7 +27387,7 @@ function logPlatformError(message, fields) {
 }
 function writePlatformLog(level, message, fields) {
   const metadata = fields ? ` ${JSON.stringify(stripUndefined(fields))}` : "";
-  process.stderr.write(`[MastraCode Web] ${level.toUpperCase()} ${message}${metadata}
+  process.stderr.write(`[Mastra Factory] ${level.toUpperCase()} ${message}${metadata}
 `);
 }
 function stripUndefined(fields) {
@@ -30392,6 +30392,7 @@ var FactoryGithubEventService = class {
       repositoryId,
       issueNumber,
       pullRequestNumber,
+      string(object(pullRequest?.head)?.ref),
       provenance
     );
     const actor = await githubActor(this.options.github, {
@@ -30486,7 +30487,7 @@ var FactoryGithubEventService = class {
     });
     return { status: committed.status };
   }
-  async #relatedItem(orgId, projectId, repositoryId, issueNumber, pullRequestNumber, provenance) {
+  async #relatedItem(orgId, projectId, repositoryId, issueNumber, pullRequestNumber, pullRequestHeadBranch, provenance) {
     const items = await this.options.storage.list({ orgId, factoryProjectId: projectId });
     if (provenance) return items.find((item) => item.id === provenance.workItemId);
     if (issueNumber) {
@@ -30495,7 +30496,14 @@ var FactoryGithubEventService = class {
     if (pullRequestNumber) {
       return items.find((item) => item.externalSource?.externalId === canonicalSourceKey("pull-request", pullRequestNumber)) ?? items.find(
         (item) => item.externalSource?.externalId === legacySourceKey(repositoryId, "pull-request", pullRequestNumber)
-      );
+      ) ?? // Provenance fallback: a PR pushed from a work item's session branch
+      // belongs to that item even when no gh-pr-create provenance was
+      // recorded (session predating state seeding, or the PR was opened
+      // outside the tracked tool call). Session branches are per-item
+      // (`factory/issue-N`), so a head-branch match is unambiguous.
+      (pullRequestHeadBranch ? items.find(
+        (item) => item.externalSource?.type !== "pull-request" && Object.values(item.sessions).some((session) => session.branch === pullRequestHeadBranch)
+      ) : void 0);
     }
     return void 0;
   }
@@ -30650,16 +30658,28 @@ async function configureThread(session, request) {
   await Promise.all(Object.entries(settings).map(([key, value]) => session.thread.setSetting({ key, value })));
   return threadId;
 }
+async function applyMemorySettings(session, record) {
+  if (record?.observerModelId) await session.om.observer.switchModel({ modelId: record.observerModelId });
+  if (record?.reflectorModelId) await session.om.reflector.switchModel({ modelId: record.reflectorModelId });
+  const state = {
+    ...record?.observationThreshold != null ? { observationThreshold: record.observationThreshold } : {},
+    ...record?.reflectionThreshold != null ? { reflectionThreshold: record.reflectionThreshold } : {},
+    ...record?.observeAttachments != null ? { observeAttachments: record.observeAttachments } : {}
+  };
+  if (Object.keys(state).length > 0) await session.state.set(state);
+}
 var FactoryStartCoordinator = class {
   #controller;
   #storage;
   #transitionService;
   #sourceControl;
-  constructor(controller, storage, transitionService, sourceControl) {
+  #memorySettings;
+  constructor(controller, storage, transitionService, sourceControl, memorySettings) {
     this.#controller = controller;
     this.#storage = storage;
     this.#transitionService = transitionService;
     this.#sourceControl = sourceControl;
+    this.#memorySettings = memorySettings;
   }
   async prepare(request) {
     const storage = this.#storage;
@@ -30682,6 +30702,26 @@ var FactoryStartCoordinator = class {
       tags: sessionState
     });
     await session.state.set(sessionState);
+    if (this.#memorySettings) {
+      try {
+        const record = await this.#memorySettings.get({ orgId: request.orgId, userId: request.userId });
+        await applyMemorySettings(session, record);
+      } catch (error) {
+        console.warn("[Factory Start] Failed to apply observational-memory settings", {
+          error: error instanceof Error ? error.message : String(error)
+        });
+      }
+    }
+    if (request.defaultModelId) {
+      try {
+        await session.model.switch({ modelId: request.defaultModelId });
+      } catch (error) {
+        console.warn("[Factory Start] Failed to apply factory default model", {
+          modelId: request.defaultModelId,
+          error: error instanceof Error ? error.message : String(error)
+        });
+      }
+    }
     const threadId = await configureThread(session, request);
     const kickoffMessage = await resolveKickoffMessage(session, request.invocation);
     const prepared = await storage.prepareRunStart({
@@ -31167,6 +31207,16 @@ async function applyPackToSession({
 }
 var DEFAULT_OBSERVATION_THRESHOLD = 3e4;
 var DEFAULT_REFLECTION_THRESHOLD = 4e4;
+function providerOMModelId(providerId, factoryModelId) {
+  switch (providerId) {
+    case "anthropic":
+      return "anthropic/claude-haiku-4-5";
+    case "openai":
+      return "openai/gpt-5.4-mini";
+    default:
+      return factoryModelId || DEFAULT_OM_MODEL_ID;
+  }
+}
 function readOMConfig(session) {
   const state = session.state.get() ?? {};
   const observeAttachments = state.observeAttachments;
@@ -31178,6 +31228,15 @@ function readOMConfig(session) {
     observeAttachments: observeAttachments === true || observeAttachments === false ? observeAttachments : "auto"
   };
 }
+function readStoredOMConfig(record) {
+  return {
+    observerModelId: record?.observerModelId ?? DEFAULT_OM_MODEL_ID,
+    reflectorModelId: record?.reflectorModelId ?? DEFAULT_OM_MODEL_ID,
+    observationThreshold: record?.observationThreshold ?? DEFAULT_OBSERVATION_THRESHOLD,
+    reflectionThreshold: record?.reflectionThreshold ?? DEFAULT_REFLECTION_THRESHOLD,
+    observeAttachments: record?.observeAttachments ?? "auto"
+  };
+}
 async function resolveMemorySettingsContext({
   c,
   auth,
@@ -31587,19 +31646,60 @@ var ConfigRoutes = class extends Route {
           }
         }
       }),
+      registerApiRoute7("/web/config/om/provider-defaults", {
+        method: "POST",
+        requiresAuth: false,
+        handler: async (c) => {
+          let body;
+          try {
+            body = await c.req.json();
+          } catch {
+            return c.json({ error: "Invalid JSON body" }, 400);
+          }
+          const providerId = typeof body.providerId === "string" ? body.providerId.trim() : "";
+          const factoryModelId = typeof body.factoryModelId === "string" ? body.factoryModelId.trim() : "";
+          if (!providerId) return c.json({ error: "Missing required field: providerId" }, 400);
+          const context = await resolveMemorySettingsContext({
+            c: loose6(c),
+            auth,
+            memorySettings: options.memorySettings
+          });
+          if ("response" in context) return context.response;
+          try {
+            const tenantCredentials = await listTenantCredentialsForRequest({
+              c: loose6(c),
+              auth,
+              credentials: options.modelCredentials
+            });
+            const access = await buildProviderAccess({
+              controller,
+              authStorage: tenantCredentials ? void 0 : authStorage,
+              tenantCredentials
+            });
+            if (!access[providerId]) return c.json({ error: `Provider "${providerId}" is not configured` }, 400);
+            const modelId = providerOMModelId(providerId, factoryModelId);
+            const record = await context.storage.patch({
+              orgId: context.orgId,
+              userId: context.userId,
+              patch: {},
+              fillIfUnset: { observerModelId: modelId, reflectorModelId: modelId }
+            });
+            return c.json({ ok: true, config: readStoredOMConfig(record) });
+          } catch (error) {
+            return c.json({ error: error instanceof Error ? error.message : String(error) }, 500);
+          }
+        }
+      }),
       // ── Observational memory ──────────────────────────────────────────────────
-      // Mirrors the TUI's /om command. All five knobs are session-scoped (resolved
-      // from the session, persisted to its state + thread setting) and durably
-      // stored in the per-(org, user) `memory-settings` app table — never
-      // settings.json. GET hydrates the session from the stored row first so the
-      // DB, not the SDK's boot-time seed, is the source of truth.
+      // Mirrors the TUI's /om command. All five knobs are durably stored in the
+      // per-(org, user) `memory-settings` app table — never settings.json. When a
+      // session is supplied, changes are also applied to its state and thread.
       registerApiRoute7("/web/config/om", {
         method: "GET",
         requiresAuth: false,
         handler: async (c) => {
           const resourceId = c.req.query("resourceId");
           const scope = c.req.query("scope") || void 0;
-          if (!resourceId) return c.json({ error: "Missing required query param: resourceId" }, 400);
           const context = await resolveMemorySettingsContext({
             c: loose6(c),
             auth,
@@ -31607,9 +31707,10 @@ var ConfigRoutes = class extends Route {
           });
           if ("response" in context) return context.response;
           try {
+            const record = await context.storage.get({ orgId: context.orgId, userId: context.userId });
+            if (!resourceId) return c.json({ config: readStoredOMConfig(record) });
             const session = await controller.getSessionByResource?.(resourceId, scope);
             if (!session) return c.json({ error: `No session for resourceId "${resourceId}"` }, 404);
-            const record = await context.storage.get({ orgId: context.orgId, userId: context.userId });
             await hydrateSessionMemorySettings(session, record);
             return c.json({ config: readOMConfig(session) });
           } catch (error) {
@@ -31634,7 +31735,6 @@ var ConfigRoutes = class extends Route {
           const resourceId = typeof body.resourceId === "string" ? body.resourceId : "";
           const scope = typeof body.scope === "string" && body.scope ? body.scope : void 0;
           const modelId = typeof body.modelId === "string" ? body.modelId.trim() : "";
-          if (!resourceId) return c.json({ error: "Missing required field: resourceId" }, 400);
           if (!modelId) return c.json({ error: "Missing required field: modelId" }, 400);
           const context = await resolveMemorySettingsContext({
             c: loose6(c),
@@ -31643,18 +31743,19 @@ var ConfigRoutes = class extends Route {
           });
           if ("response" in context) return context.response;
           try {
-            const session = await controller.getSessionByResource?.(resourceId, scope);
-            if (!session) return c.json({ error: `No session for resourceId "${resourceId}"` }, 404);
-            const otherRole = role === "observer" ? session.om.reflector : session.om.observer;
-            const otherRoleCurrentModelId = otherRole.modelId() ?? null;
-            await session.om[role].switchModel({ modelId });
+            const session = resourceId ? await controller.getSessionByResource?.(resourceId, scope) : void 0;
+            if (resourceId && !session) return c.json({ error: `No session for resourceId "${resourceId}"` }, 404);
+            const otherRole = session ? role === "observer" ? session.om.reflector : session.om.observer : void 0;
+            const otherRoleCurrentModelId = otherRole?.modelId() ?? null;
+            await session?.om[role].switchModel({ modelId });
             const otherKey = role === "observer" ? "reflectorModelId" : "observerModelId";
             await persistMemorySettings(
               context,
               { [role === "observer" ? "observerModelId" : "reflectorModelId"]: modelId },
               otherRoleCurrentModelId ? { [otherKey]: otherRoleCurrentModelId } : void 0
             );
-            return c.json({ ok: true, config: readOMConfig(session) });
+            const config = session ? readOMConfig(session) : readStoredOMConfig(await context.storage.get({ orgId: context.orgId, userId: context.userId }));
+            return c.json({ ok: true, config });
           } catch (error) {
             return c.json({ error: error instanceof Error ? error.message : String(error) }, 500);
           }
@@ -31672,7 +31773,6 @@ var ConfigRoutes = class extends Route {
           }
           const resourceId = typeof body.resourceId === "string" ? body.resourceId : "";
           const scope = typeof body.scope === "string" && body.scope ? body.scope : void 0;
-          if (!resourceId) return c.json({ error: "Missing required field: resourceId" }, 400);
           const observation = typeof body.observationThreshold === "number" && body.observationThreshold > 0 ? Math.round(body.observationThreshold) : void 0;
           const reflection = typeof body.reflectionThreshold === "number" && body.reflectionThreshold > 0 ? Math.round(body.reflectionThreshold) : void 0;
           if (observation === void 0 && reflection === void 0) {
@@ -31685,13 +31785,13 @@ var ConfigRoutes = class extends Route {
           });
           if ("response" in context) return context.response;
           try {
-            const session = await controller.getSessionByResource?.(resourceId, scope);
-            if (!session) return c.json({ error: `No session for resourceId "${resourceId}"` }, 404);
-            if (observation !== void 0) {
+            const session = resourceId ? await controller.getSessionByResource?.(resourceId, scope) : void 0;
+            if (resourceId && !session) return c.json({ error: `No session for resourceId "${resourceId}"` }, 404);
+            if (observation !== void 0 && session) {
               await session.state.set({ observationThreshold: observation });
               await session.thread.setSetting({ key: "observationThreshold", value: observation });
             }
-            if (reflection !== void 0) {
+            if (reflection !== void 0 && session) {
               await session.state.set({ reflectionThreshold: reflection });
               await session.thread.setSetting({ key: "reflectionThreshold", value: reflection });
             }
@@ -31699,7 +31799,8 @@ var ConfigRoutes = class extends Route {
               ...observation !== void 0 ? { observationThreshold: observation } : {},
               ...reflection !== void 0 ? { reflectionThreshold: reflection } : {}
             });
-            return c.json({ ok: true, config: readOMConfig(session) });
+            const config = session ? readOMConfig(session) : readStoredOMConfig(await context.storage.get({ orgId: context.orgId, userId: context.userId }));
+            return c.json({ ok: true, config });
           } catch (error) {
             return c.json({ error: error instanceof Error ? error.message : String(error) }, 500);
           }
@@ -31717,7 +31818,6 @@ var ConfigRoutes = class extends Route {
           }
           const resourceId = typeof body.resourceId === "string" ? body.resourceId : "";
           const scope = typeof body.scope === "string" && body.scope ? body.scope : void 0;
-          if (!resourceId) return c.json({ error: "Missing required field: resourceId" }, 400);
           const raw = body.value;
           const value = raw === "auto" || raw === true || raw === false ? raw : "auto";
           if (raw !== "auto" && raw !== true && raw !== false) {
@@ -31730,12 +31830,15 @@ var ConfigRoutes = class extends Route {
           });
           if ("response" in context) return context.response;
           try {
-            const session = await controller.getSessionByResource?.(resourceId, scope);
-            if (!session) return c.json({ error: `No session for resourceId "${resourceId}"` }, 404);
-            await session.state.set({ observeAttachments: value });
-            await session.thread.setSetting({ key: "observeAttachments", value });
+            const session = resourceId ? await controller.getSessionByResource?.(resourceId, scope) : void 0;
+            if (resourceId && !session) return c.json({ error: `No session for resourceId "${resourceId}"` }, 404);
+            if (session) {
+              await session.state.set({ observeAttachments: value });
+              await session.thread.setSetting({ key: "observeAttachments", value });
+            }
             await persistMemorySettings(context, { observeAttachments: value });
-            return c.json({ ok: true, config: readOMConfig(session) });
+            const config = session ? readOMConfig(session) : readStoredOMConfig(await context.storage.get({ orgId: context.orgId, userId: context.userId }));
+            return c.json({ ok: true, config });
           } catch (error) {
             return c.json({ error: error instanceof Error ? error.message : String(error) }, 500);
           }
@@ -34778,7 +34881,7 @@ var WorkItemRoutes = class extends Route {
     if (!project) {
       return { response: c.json({ error: "Project not found" }, 404) };
     }
-    return { ...tenant, factoryProjectId: projectId };
+    return { ...tenant, factoryProjectId: projectId, defaultModelId: project.defaultModelId };
   }
   /**
    * Emit the audit events a successful work-item PATCH implies: always
@@ -35063,6 +35166,7 @@ var WorkItemRoutes = class extends Route {
           const input = parseStartBody(await readJson2(loose10(c)), resolved, resolved.factoryProjectId);
           if (!input) return c.json({ error: "invalid_factory_start" }, 400);
           input.requestContext = loose10(c).get("requestContext");
+          input.defaultModelId = resolved.defaultModelId ?? void 0;
           if (!input.workItem.id && ((input.workItem.input.stages ?? ["intake"]).length !== 1 || (input.workItem.input.stages ?? ["intake"])[0] !== "intake")) {
             return c.json(
               { error: "governed_transition_required", message: "Create the work item in Intake before starting it." },
@@ -35357,7 +35461,8 @@ function assembleFactoryApiRoutes(deps) {
     deps.controller,
     deps.domains.workItems,
     transitionService,
-    githubIntegration?.sourceControlStorage
+    githubIntegration?.sourceControlStorage,
+    deps.domains.memorySettings
   ) : void 0;
   if (transitionService && startCoordinator) {
     deps.onFactoryRuntime?.({
@@ -35514,7 +35619,9 @@ function pullRequestOpened(context) {
     metadata: {
       githubRepositoryId: context.repository.id,
       githubPullRequestNumber: context.pullRequest.number,
-      factoryAuthored: context.actor.type === "github" && context.actor.factoryAuthored
+      factoryAuthored: context.actor.type === "github" && context.actor.factoryAuthored,
+      headBranch: context.pullRequest.headBranch,
+      baseBranch: context.pullRequest.baseBranch
     }
   };
 }
@@ -36520,7 +36627,7 @@ function handleServerError(err, c) {
     return c.json({ error: err.message }, err.status);
   }
   const detail = err instanceof Error ? err.stack ?? err.message : String(err);
-  console.error(`[MastraCode Web] ${c.req.method} ${c.req.path} failed: ${detail}`);
+  console.error(`[Mastra Factory] ${c.req.method} ${c.req.path} failed: ${detail}`);
   return c.json(
     {
       error: "internal_error",