@terreno/mcp 57.8.0 → 57.10.1

package/dist/docs/versioned/next/explanation/durable-agent-harness.md

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+# Durable agent harness
+
+`@terreno/ai/harness` runs long-lived work so that a crash, deploy, or restart never loses
+it. Work is split into **phases**. Each finished phase commits a **checkpoint**, and the
+same Mongo transaction writes its audit span. API: [AI harness reference](../reference/ai-harness.md).
+Worked example (fetch → agent → sign-off → once-only write, with a crash drill):
+[Build a durable workflow](../how-to/build-a-durable-workflow.md).
+Design lock: [implementation plan](../implementationPlans/durable-agent-harness.md).
+
+## Why phases, not one long handler
+
+A chat turn in `/gpt/prompt` lives inside one HTTP request. A `@terreno/jobs` job is one
+opaque handler. Neither can stop halfway and pick up where it left off.
+
+A harness task is a small state machine. A phase does some work, then calls
+`rt.commit()` with the next phase or a terminal outcome. Work that was already committed
+never runs again. After a crash, a fresh process restarts the **current phase** from its
+last checkpoint, or parks it for a human when re-running is not safe (see
+[Leases and crash resume](#leases-and-crash-resume)).
+
+The harness does not journal and replay individual steps (Temporal/Inngest style). The
+phase is the only replay boundary, so the unit to reason about is "what happens if this
+phase runs twice?" A phase declares the answer with `replay` (`"safe"` or the default
+`"never"`).
+
+## Core concepts
+
+| Concept | What it is |
+| --- | --- |
+| **Task** | Durable unit of work: `name@version`, `input`, `state`, `phase`, status, ownership. Model requests, tool calls, workflows, and subagents are all tasks. |
+| **Phase** | A named async function of a task. It does work and calls `rt.commit()` with the next phase or a terminal outcome. A phase is the replay boundary. |
+| **Checkpoint** | The committed `{phase, state}`. Resume always starts the current phase from its checkpoint. |
+| **Conversation** | A transcript plus agent config (model, instructions, tools, extensions). Root, or owned by a task (subagent). |
+| **Agent** | `defineAgent` config. Running an agent runs the built-in `terreno.agent.turn` task on a conversation. |
+| **Tool** | `defineTool` with zod params and `replay: "safe" \| "never"` (default `never`). Runs as a child task of the turn. |
+| **Extension** | Named bundle of prompt sections, tools, hooks, and tool wraps. |
+| **Hook** | `beforeModelRequest`, `beforeTool`, `afterTool`. Can rewrite, block, or annotate. |
+| **Memo** | `rt.memo(key, value?)`: durable decision storage scoped to a task. Survives restarts. |
+| **Approval** | `rt.approval(key, {...})`: creates a `HarnessApproval`, waits for a decision, audits the decider. |
+| **Event** | Append-only `HarnessEvent` rows with a per-stream `seq`. The SSE source. |
+| **Runner** | Decides who executes runnable tasks and when. |
+
+Shipped (Phase 1): tasks, phases, checkpoints, the transactional audit span, the
+`InProcessRunner` with owner and task leases, crash resume, `resolveInterrupted`, phase
+retries, child tasks with `rt.waitForTasks`, `harness.abort` over the ownership tree,
+agents, tools, and conversations (see [The agent loop](#the-agent-loop)), subagents,
+extensions, hooks, and memos (see [Extensions, hooks, and memos](#extensions-hooks-and-memos)),
+events, waits, and approvals with the admin inbox, the SSE event stream, and version
+pinning. The example backend's `clinic.intakeSummary` runs all of it end to end, including
+a crash drill: [Build a durable workflow](../how-to/build-a-durable-workflow.md). Other
+runners (jobs-backed, concurrent) come in Phase 2.
+
+## Why the audit span shares the checkpoint transaction
+
+Regulated work (clinical automation is the reference case) needs proof of every step.
+`ObsSpan` from [AI observability](ai-observability.md) **is** the harness audit log, so
+the admin Traces screens show harness runs with no extra UI.
+
+A best-effort span written after the checkpoint could go missing on a crash. That would
+leave a committed step with no audit record. So `rt.commit()` writes, in **one** Mongo
+transaction:
+
+1. The `HarnessTask` update: next `phase` and `state`, or the terminal `outcome`.
+2. One `CHAIN` span for the finished phase, parented to the task's root span.
+3. On a terminal commit, the closed root span and root `ObsTrace`.
+
+Either all three land or none do. This is why `Harness.open` refuses to start without a
+replica set (transactions need one) or without the local observability models. Planned
+Langfuse and OTel exports will stay best-effort, after the transaction.
+
+```
+createTask ──tx──> HarnessTask(pending) + ObsTrace + root CHAIN span
+phase "fetch" ── rt.commit ──tx──> task.phase=summarize + CHAIN span "fetch"
+phase "summarize" ── rt.commit ──tx──> task.status=completed + CHAIN span "summarize"
+                                       + root span / trace closed
+```
+
+## Leases and crash resume
+
+A process can die at any moment, and a frozen process can wake up later and keep going.
+Two leases make both cases safe.
+
+| Lease | Question it answers | Granularity |
+| --- | --- | --- |
+| **Owner lease** (`HarnessOwner`) | Which process drains tasks right now? | One per database |
+| **Task lease** (`HarnessTask.lease`) | Which run of this phase may commit? | One per running phase, with a random fencing `token` |
+
+Both expire unless their holder renews them on a heartbeat. A second process starts on
+**standby** and becomes owner once the owner lease expires (or at once, when the owner
+stops cleanly).
+
+The owner lease is about efficiency: one drainer, no claim storms. The **task token** is
+about correctness. Every commit is fenced on the token, so a runner that lost its lease
+(it froze past expiry and someone else took over) is rejected with
+`HarnessCommitConflictError` and writes nothing, even if two processes briefly both think
+they own execution.
+
+```
+process A: claim (token t1) ── phase runs ── A freezes ......... A wakes: commit(t1) ✗ rejected
+process B:   standby ........ A's leases expire ── takeover ── recover: phase replay
+                                                              claim (token t2) ── commit(t2) ✓
+```
+
+### Replay is a per-phase promise
+
+When a new owner finds a `running` task whose lease expired, it cannot know how far the
+phase got. The phase's `replay` says what is safe:
+
+- `replay: "safe"`: the phase can run again from its checkpoint (reads, idempotent writes).
+  The task goes back to `pending` and runs again.
+- default `replay: "never"`: the phase might have done something that must not happen
+  twice (an EHR write, a payment). The task becomes `interrupted` and stops.
+
+The harness never guesses. An operator looks at the external system and calls
+`resolveInterrupted` with `retry` (run the phase again), `abort` (give up), or `complete`
+(it already happened; record the result), plus a reason. That decision is audited like
+any other step.
+
+Every interruption also writes an error `CHAIN` span in the same transaction as the status
+change, so the trace shows exactly which phase was cut off and what happened next.
+
+## Retries: a thrown phase is not a crash
+
+A crash and a throw look different to the harness. A crash (expired lease) means "we do
+not know how far the phase got", so `replay` decides. A throw means the phase code itself
+said "this attempt failed", so the task's `retry` policy decides: back to `pending` at the
+same checkpoint, with `runAt` pushed out by exponential backoff and jitter, until
+`maxAttempts` runs are used up and the task ends `failed`.
+
+Jitter matters because failures cluster. When an EHR goes down, every task that called it
+fails within the same second. Without jitter they would all retry at the same instant and
+knock it over again. Each retry waits a random delay between half and all of its backoff.
+
+A retry re-runs the whole phase, so a phase that throws after a side effect repeats it.
+Throw before the side effect, or make it idempotent. Programming errors (committing to an
+unknown phase, forgetting to commit) fail at once: retrying cannot fix them.
+
+### Errors are APIErrors with stable codes
+
+Harness errors reach three audiences: the code that called the harness, an HTTP client of
+`HarnessApp`, and an operator reading a failed task or a Sentry issue. All three are served
+by one shape, Terreno's `APIError`. The `code` (`harness-task-terminal`,
+`harness-definition-invalid`, ...) and `title` never change, so callers branch on `code` and
+Sentry groups occurrences together. What changed this time (which task, which key) lives in
+`detail`. The same error thrown from `harness.abort` therefore becomes a 409 over HTTP with
+no route code translating it.
+
+The retry rule above rides on the class, not the code. A `HarnessDefinitionError` fails the
+task at once. Any other error, including an `APIError` with the same code from a non-phase
+call, is an ordinary failed attempt. A failed task records the error's `detail`. Each
+harness detail is a full sentence, so the task's `error` reads as a complete message on
+its own.
+
+## The ownership tree
+
+Tasks form a tree. A phase calls `rt.createTask` to start a child. The child records
+`ownership: {kind: "task", id: parent}` and shares the parent's `rootTaskId` and trace, so
+its spans nest under the parent's span and the whole tree reads as one trace.
+
+```
+root task (trace)
+├── child A ── grandchild A1
+└── child B
+```
+
+### Waiting on children without holding a lease
+
+A parent that needs its children's results calls `rt.waitForTasks(ids)`. The harness
+does not keep the parent's phase suspended in memory. That would hold a lease for as long
+as the children take, and a crash would lose the in-memory continuation anyway. Instead
+the parent commits `waiting`, gives up its lease, and its phase stops. When the children
+settle, the parent goes back to `pending` and its phase **runs again from its
+checkpoint**. This time `waitForTasks` finds the children settled and returns their
+outcomes at once.
+
+That re-run is why `rt.createTask` is idempotent within one attempt of a phase visit: the
+second run gets the children the first run created, not duplicates. A retry is a fresh
+attempt, so it starts fresh children. It also means work before the
+wait runs twice, so keep it to reads and child creation, and do side effects in a later
+phase. Events and sleeps use the same "commit `waiting`, re-run on wake" shape.
+
+### Waiting for the outside world: events and sleeps
+
+`rt.waitFor(event, {timeout})` pauses a task until something outside it happens: a
+webhook, an operator decision, a lab result. `rt.sleep(duration)` pauses it for a fixed
+time. Neither holds a lease while it waits.
+
+`harness.sendEvent(taskId, event, payload)` writes the event to the task's **inbox**
+before it does anything else. So the sender never has to know where the task is:
+
+- If the task is already waiting on that event, the same transaction sends it back to
+  `pending`.
+- If it has not reached the wait yet, the event stays buffered until it does.
+- If no runner is up, the event is still stored, and the task resumes once one starts.
+
+A timeout or a sleep is a `timeoutAt` on the wait. The runner claims a waiting task whose
+`timeoutAt` has passed the same way it claims a retry whose `runAt` has passed. There is
+no timer to lose in a crash.
+
+When the phase re-runs, each wait call must return the same thing it returned before. The
+harness records how each call resolved on the task, keyed by the phase visit and the
+call's position, together with the event it received. A later run of that phase visit (a
+retry, a crash replay, the wake for the next wait) reads the record and does not take
+another event. A timeout is recorded too, so an event that arrives after the timeout can
+never turn an earlier `undefined` into a payload.
+
+`policy: "failFast"` resolves at the first failed or aborted child and aborts the
+siblings still in flight. Use it when one failure makes the rest pointless (for example,
+the allergy check failed, so the dosing calculation should stop).
+
+### Abort runs bottom-up
+
+`harness.abort(taskId)` stops a task and everything it owns. Order matters for
+compensation: a parent's `abort` handler often undoes what it set up for its children, so
+it must run after they have stopped and undone their own work. The harness:
+
+1. Fences the whole subtree, top-down. Aborting tasks are never claimed again, and a
+   running phase loses its lease token, so nothing it does afterwards can commit. Its
+   `rt.signal` aborts so it can stop early.
+2. Walks the tree **deepest first**. For each task it runs the `abort` handler, then
+   commits `aborted` with an audit span. A turn's handler marks an assistant message
+   `aborted` when that message still has a tool call with no stored result, so the next
+   model request skips it.
+
+Concurrent aborts of one task (an operator and a `failFast` sibling abort, say) run its
+handler once. A failing handler does not stop the abort. A half-aborted tree would be worse than a
+missed compensation, and the span records the failure for a human to follow up.
+
+`background: true` marks a child that belongs to its owner but not to the owner's current
+conversation turn. Conversations (a later slice) use it so that aborting a turn leaves
+background work running.
+
+## Runners
+
+The engine stores everything in Mongo. A **runner** only decides who executes runnable
+tasks. Switching runners needs no data migration.
+
+| Runner | Status | Ownership |
+| --- | --- | --- |
+| `InProcessRunner` | Shipped | One process holds the `HarnessOwner` lease and drains `pending` tasks one at a time; others wait on standby and take over on lease expiry. |
+| `JobsRunner` | Planned (Phase 2) | Each runnable phase becomes a `@terreno/jobs` job. The task lease is the authority. |
+
+## Version pinning
+
+Each task records `name` and `version`. A runner only claims tasks whose exact
+`name@version` is in its registry. A process that registers only `v2` leaves `v1` rows
+alone. Keep old versions registered until their in-flight tasks finish. `Harness.start()`
+refuses to start while any non-terminal task uses a version the registry lacks, so a
+deploy that drops a version too early fails loudly instead of stranding work. See
+[Ship a new task version](../how-to/ship-a-new-task-version.md).
+
+## The agent loop
+
+An agent turn is not special machinery. It is an ordinary registered task,
+`terreno.agent.turn@1`, owned by its conversation, so everything above (leases, replay,
+retries, the ownership tree, abort, version pinning) applies to it unchanged.
+
+```
+submit ──tx──> user message + conversation busy + turn task (pending)
+
+turn: request ──tx──> assistant message + LLM span ──┐ tool calls?
+        ▲                                            ▼
+        └──tx── tool messages <── waitForTasks <── tools: one child task per call
+                                                     (each call = TOOL span)
+      request with no tool calls ──tx──> completed; conversation idle
+```
+
+### Two phases, both safe to replay
+
+- **`request`** calls the model. A model call has no side effect, so if the process dies
+  mid-call the phase simply runs again. Nothing from the cut-off call reached the
+  transcript: the assistant message is only stored in the same transaction as the
+  checkpoint. (Its streamed text did reach the event log as expiring deltas; see
+  [Watching runs live](#watching-runs-live).)
+- **`tools`** starts one child task per tool call and waits for all of them. Children
+  are found again by key on a re-run, so a replay never doubles a call.
+
+The side effects live in the tools, and each tool says whether it may run twice.
+
+### Interrupted tools are reported, not hidden
+
+A tool with the default `replay: "never"` might have done its work before the crash (a
+note written, a message sent). The harness cannot know. Parking the call for an operator
+would freeze the whole conversation, so instead the call ends with the result
+"Interrupted, not retried" and the loop goes on. The model sees that result and can check
+or ask the user. A tool marked `replay: "safe"` (a read, an idempotent write) just runs
+again.
+
+### Retries belong to the model call
+
+Providers fail in two ways. Overload and outages (429, 5xx, dropped connections) usually
+pass, so the `request` phase retries them with backoff and jitter, then tries each
+fallback model. Anything else (a 400 for a bad prompt, a 401 for a bad key) will fail the
+same way every time, so the turn fails at once instead of burning retries and fallbacks.
+Every attempt is listed on the `LLM` span, so the audit shows which model answered and
+what failed before it.
+
+### Why the transcript shares the checkpoint transaction
+
+The same rule as phase spans: a message written outside the commit could survive a crash
+whose checkpoint did not, and the next request would replay a half-finished step. Each
+commit writes the messages, the `LLM` span, and the checkpoint together, and each message
+takes its `seq` from a counter on the conversation inside that transaction. The
+transcript is therefore always exactly what the committed phases produced.
+
+API: [Agents and conversations](../reference/ai-harness.md#agents-and-conversations).
+
+
+## Subagents
+
+A workflow often needs one focused model job inside a larger, deterministic flow:
+summarize this chart, classify that note. `rt.runAgent` runs that job as a **subagent**
+and returns its answer to the phase, as text or as a schema-checked object.
+
+A subagent is built from parts that already exist, not new machinery:
+
+```
+caller phase ──tx──> subagent conversation (owned by the caller)
+                     + user message
+                     + turn task (child of the caller; AGENT span)
+             ──> waitForTasks([turn]) ── caller waits, holds no lease
+
+turn: request / tools ... ──tx──> completed ── wakes the caller
+
+caller phase re-runs ──> same call finds the same turn ──> returns its answer
+```
+
+- **The conversation is owned by the task.** It is a normal transcript, so the
+  subagent's prompt, answer, and tool results are kept and auditable like any chat.
+- **The turn is a child task.** Waiting, waking, crash recovery, and abort all come from
+  the ownership tree. Aborting the caller aborts the subagent's turn first.
+- **The call is found again, not repeated.** The phase re-runs from its checkpoint after
+  the wait. Each `runAgent` call has a key from its position in the phase, so the re-run
+  finds the conversation and turn it created and gets the stored result. The
+  conversation, its first message, and the turn are created in one transaction, so a
+  crash can never leave one without the others.
+
+### Why the caller checks the structured output
+
+The schema is a zod object in the caller's code, and code cannot be stored. The turn
+gets a JSON Schema copy: enough to ask the provider for JSON and to reject an answer that
+is not JSON at all. Rules JSON Schema cannot carry (refinements, transforms) are checked
+when the caller gets the result, with the real schema. An invalid answer fails the call,
+and the caller's retry policy decides whether to ask again.
+
+### Why only phases call subagents
+
+A phase that waits re-runs from its checkpoint, and phases are written for that. A tool's
+`execute` is not: re-running it from the top would repeat whatever it did before the
+call. Tools therefore cannot call `runAgent`. A phase can run several subagents, one
+after another; for parallel fan-out, start one child task per subagent and wait on all
+of them.
+
+API: [Subagents (rt.runAgent)](../reference/ai-harness.md#subagents-rtrunagent).
+
+## Extensions, hooks, and memos
+
+Apps need to shape an agent without forking it: add a policy paragraph to the prompt,
+refuse a dangerous tool call, redact a result, log every chart lookup. An **extension**
+bundles those changes under a name, and agents and conversations list the extensions
+they use. Extensions are code in the registry; a conversation stores only their names.
+
+```
+request phase                         tool call task (child of the turn)
+  instructions + sections ─┐            args ──> beforeTool ──┬─ {block} ──> error result
+  beforeModelRequest ──────┤                                  └─ {args} ──> execute (wrapped)
+  model call               │                                                 │
+  commit: [system prompt   │                                            afterTool
+          if changed] +    │                                                 │
+          assistant + LLM  │            commit: tool result + TOOL span <────┘
+```
+
+### Hooks fail the step they run in
+
+A hook is part of the step that runs it, so it fails like that step's own code. A
+throwing `beforeModelRequest` hook or section fails the turn, as a model that never
+answers would. A throwing tool hook fails the tool call, and the model gets the error
+like any other tool failure and decides what to do. Nothing is retried: a hook that
+failed once usually fails again, and a retry would call the model or the tool twice.
+
+### Blocking is a tool result, not an exception
+
+`beforeTool` returning `{block: reason}` does not stop the turn. The tool never runs and
+the model receives `reason` as an error result. The model can then explain, ask for
+something else, or stop. This keeps the transcript honest (every tool call has a result)
+and lets policy code refuse without knowing how the turn continues.
+
+### Sections are rebuilt, and recorded, every request
+
+Sections are functions, so the prompt can change between requests: fresh vitals, a
+policy that depends on the time of day. That makes "what did the model see?" a real
+question for audit and resume. The turn answers it in the transcript: whenever the
+effective system prompt differs from the last one recorded, the request's commit appends
+a `system` message holding the exact text, and the `LLM` span points to it by hash and
+seq. A prompt that does not change is recorded once, so long turns do not copy it into
+every span.
+
+### Later extensions win, and wraps decorate the winner
+
+Tool names are resolved in a fixed order: the agent's tools, then each extension's, with
+a later tool of the same name replacing an earlier one. Wraps apply after that, to the
+tool that won. An audit wrap therefore keeps working when another extension swaps in a
+different implementation of the tool it watches.
+
+### Memos make a decision once
+
+Phases and tool calls may run more than once (replay, retry, a second process after a
+crash). A decision that must not change, such as "this call was approved" or "route to
+the cardiology queue", goes in `rt.memo(key, value)`. The first write wins, atomically,
+across concurrent calls and processes; every later call gets the stored value back. A
+memo write commits on its own, fenced by the run's lease, so a crash right after the
+decision still keeps it. Hook memos are scoped to the turn task: the turn outlives its
+request re-runs and its tool calls, so their decisions are found again.
+
+API: [Extensions](../reference/ai-harness.md#extensions), [Hooks](../reference/ai-harness.md#hooks), [Memos](../reference/ai-harness.md#memos).
+
+## Human approvals
+
+Regulated work needs a person to sign off before the irreversible step: a clinician
+approves the note before it is written to the EHR. The harness treats an approval as a
+wait, not a new mechanism. `rt.approval` parks the task on an event that only a decision
+sends, and writes the `HarnessApproval` row in the same commit that parks it. Everything
+waits already guarantee carries over: the task holds no lease while a person thinks, a
+decision made while every runner is down is stored and delivered on restart, and a re-run
+of the phase finds the same approval instead of asking again.
+
+```
+phase: rt.approval ──commit──> task waiting + HarnessApproval(pending)
+                                          │
+inbox (approver) ── approve/reject ──> one transaction: approval decided
+                                          + inbox event (task -> pending)
+                                          + approval:<key> span (decidedBy)
+                                          │
+phase re-runs ──> rt.approval returns the decision
+```
+
+The approver's side is an inbox in `@terreno/admin-frontend`, not a bespoke screen per app.
+`HarnessApp` contributes it to the admin sidebar, and the same component mounts on a
+clinician-facing screen. It lists only what the viewer may decide, so the inbox and the
+approve route answer the same permission question. See
+[the inbox reference](../reference/admin-frontend.md#ai-harness-approvals-inbox).
+
+### Approvers are code, looked up by name
+
+Who may approve is a list of permission functions in the same shape as modelRouter
+permissions, so an app reuses its existing checks (`IsAdmin`, "is a clinician at this
+clinic"). Functions cannot be stored, and the process answering the approver's HTTP
+request did not run the phase, so the policy is declared on the task definition (or the
+extension, for tool gates) and found again by `name@version` and key. A process that does
+not register that version denies everyone rather than guessing.
+
+### The decision and its audit are one write
+
+The approver's decision, the event that wakes the task, and the span that records who
+decided commit together. There is no window in which the task proceeds without an audit
+record, or an audit record exists for a decision the task never saw. Expiry follows the
+same rule from the other side: it is written with the wait's timeout, only while the
+approval is still pending, so a late decision and an expiry can never both apply.
+
+### Gating tools
+
+`approvalGate` puts the same wait inside a `beforeTool` hook. The tool call's task waits;
+the turn waits on the tool call. The decision is memoized by tool call id in the turn, so
+a replayed call does not ask twice, and a rejection reaches the model as the tool's error
+result, like any other block.
+
+API: [Approvals](../reference/ai-harness.md#approvals), [approvalGate](../reference/ai-harness.md#approvalgate), [HarnessApp and HTTP routes](../reference/ai-harness.md#harnessapp-and-http-routes).
+
+## Watching runs live
+
+People watch agents work: a clinician sees the summary being written, an operator follows
+a long task tree. Clients watch over Server-Sent Events, and every SSE stream is served
+from one durable log, `HarnessEvent`, rather than from the process running the work.
+
+```
+commit tx ── message / status / approval change ──+── event (same tx, next seq)
+model stream ── text ── coalesce ~250 ms ── delta (own tx, expires)
+rt.output ── output (own tx)
+                                   │
+            HarnessEvent ── change stream ──> SSE on any instance
+                         └─ replay after Last-Event-ID
+```
+
+### Why a log, not a socket
+
+The process that runs a turn and the process holding a client's connection are rarely
+the same: runners are leased, HTTP is load-balanced, and both restart. Writing events to
+Mongo lets any instance serve any stream. A client that drops reconnects with
+`Last-Event-ID` (browsers resend it automatically), the instance it lands on replays what
+it missed from the log, then tails new events through a change stream. Replica sets are
+already required, so change streams cost nothing extra. Each `HarnessApp` keeps one
+change stream and fans it out to its viewers in memory, so a hundred viewers cost one
+pooled connection, not a hundred.
+
+### Committed events share the commit
+
+`message.created`, `task.status`, `turn.*`, `tool.*`, and `approval.*` are written in the
+same transaction as the change they describe, like the audit span. A client therefore
+never sees a message that was rolled back, and never misses one that committed. Each
+stream hands out `seq` from a counter document inside that transaction; two writers to one
+stream serialize on the counter, so `seq` order is commit order. That is what makes
+`Last-Event-ID` safe: a reader that has seen `seq` 41 has seen everything before it.
+
+### Deltas are a preview; the message is the record
+
+Tokens arrive far faster than commits should happen, so streamed text is buffered and
+written as one `delta` roughly every 250 ms, outside the checkpoint transaction, with a
+TTL. Deltas exist so a reconnecting client (on any instance) can catch up on a reply that
+is still being written. They are not the transcript: when the request completes, the
+assistant message commits with the checkpoint and supersedes them. If the process dies
+mid-stream, the deltas of that attempt stay until they expire, no message is stored, and
+recovery asks the model again under a new `requestKey`, so a client discards the old
+preview.
+
+### One stream per conversation, one per task tree
+
+Conversation events (transcript, deltas, turns, tool calls) go to the conversation's
+stream. Task events (status, `rt.output`, approvals) go to the stream of the tree's root
+task, tagged with the task's path. Watching a task narrows that stream to the task and its
+descendants, so one `Last-Event-ID` resumes a whole subtree. Each event is written once.
+
+### Sending while a turn runs
+
+Messages arrive while the agent is still working. `submit` takes `whenBusy`: `queue` keeps
+the message for its own turn after the current one; `steer` adds it to the current turn.
+A steering message waits on the conversation until the turn's next model request picks it
+up, and that request's commit stores it in the transcript. Storing it then, not on
+arrival, keeps the transcript in the order the model saw it (tool results directly after
+their calls). A steer that arrives after the last request started becomes the next turn.
+
+API: [Event stream (SSE)](../reference/ai-harness.md#event-stream-sse), [send, queue, and steer](../reference/ai-harness.md#send-queue-and-steer).

package/dist/docs/versioned/next/explanation/example-coverage.md

@@ -16,16 +16,18 @@ that file (and its imports) to a working example. Gaps stay explicit.
 | Admin panel (embedded) | yes — Admin plugin registration in `example-backend/src/server.ts` | yes — `example-frontend/app/admin/` | Expo routes wrap `@terreno/admin-frontend` screens. |
 | Admin SPA | yes — `AdminSpaServeApp` in `example-backend/src/server.ts` | n/a | Standalone SPA is served from the backend; not a frontend route. |
 | AI streaming chat | yes — `example-backend/src/api/ai.ts` (`addGptRoutes`) | yes — `example-frontend/app/(tabs)/ai.tsx` (`GPTChat`, optional `mascot`) | Empty-chat mascot is consumer-owned; the example fox is not a framework default. |
+| UI blocks | yes — `uiBlocks` with `repair: true` and `exportDataset` in `example-backend/src/ai/hostActions.ts`, wired from `example-backend/src/api/ai.ts`; `todoStats` in `example-backend/src/ai/tools.ts` stores a `ref` dataset | yes — `example-frontend/app/(tabs)/ai.tsx` (`uiBlocks`, dataset and action hooks, `hostActions` includes `exportDataset`) | e2e mocks a document with one inline and one `ref` chart. Steps: [agent-ui-blocks.md](../how-to/agent-ui-blocks.md). |
+| Agent asks | yes — `asks: {approvals}` in `example-backend/src/api/ai.ts`, with the per-request `deleteCompletedTodos` approval tool from `example-backend/src/api/todoTools.ts`; it also passes `chat` to `addGptHistoryRoutes` for the headless `pendingAsks` and `turn` endpoints; keyless scripted agent with short compact-surface replies in `example-backend/src/api/demoAgent.ts` | yes — `example-frontend/app/(tabs)/ai.tsx` (`onAskSubmit`, `askErrors`), helpers in `example-frontend/lib/gptAsks.ts` | Without `GEMINI_API_KEY`, "Help me pick a plan" asks a `choice` in chat, "Pick toppings" asks a `select: "many"` `choice` with an Other field, "Send the weekly report" and "Archive old chats" ask a `confirm` (the second `destructive`), "Draft an announcement" asks a `markdown` edit of a draft, "Fill in the invoice details" asks a `form` with eight typed fields, "Upload a receipt" asks for `files`, sent as uploads when `GCS_BUCKET` is set and as data URLs otherwise, and "Delete my completed todos" calls `deleteCompletedTodos`, which runs only after the user approves the server's destructive approval card. e2e: `example-frontend/e2e/ai-chat.spec.ts`. Small clients: the curl walkthrough in the how-to and the demo's watch-sized `SimpleAskCard` story. Steps: [agent-ui-asks.md](../how-to/agent-ui-asks.md). |
 | AI structured output | no | no | `@terreno/ai` supports structured generation; the example only streams chat. Recorded gap — not claimed by a current tutorial. |
 | Feature flags + live updates | yes — `FeatureFlagsApp` in `example-backend/src/server.ts`, seed `example-backend/src/scripts/seed-feature-flags.ts` | yes — `useTerrenoFeatureFlags` in `example-frontend/app/_layout.tsx` | Socket-backed live updates share the realtime connection. |
 | Websockets / realtime | yes — `RealtimeApp` in `example-backend/src/server.ts`, `example-backend/src/websockets.ts` | yes — `useSocketConnection` in `example-frontend/app/_layout.tsx` | Sync deltas also use the socket (`SyncApp` + `@terreno/syncdb`). |
 | Consent forms | yes — `example-backend/src/consentDefinitions.ts`, seed scripts | yes — `example-frontend/app/(tabs)/consents.tsx`, admin `example-frontend/app/admin/consent-forms/` | First-login flow is covered by e2e (`example-frontend/e2e/consents.spec.ts`). |
 | Product announcements | yes — `AnnouncementsApp` in `example-backend/src/server.ts`, release upload token via `ANNOUNCEMENTS_UPLOAD_TOKEN`, seed `example-backend/src/scripts/seed-announcements.ts`, sample release pack `example-backend/announcements/releases/1.14.0/` with `bun run announcements:pack` | yes — `AnnouncementNavigator` in `example-frontend/app/_layout.tsx` and admin announcement routes | Release packs support multiple Markdown surfaces and idempotent draft or explicit live API import. |
-| File upload / GCS | yes — `example-backend/src/api/settings.ts`, AI file routes in `example-backend/src/api/ai.ts` | yes — `example-frontend/app/(tabs)/files.tsx`, `example-frontend/app/gcs-settings.tsx` | |
+| File upload / GCS | yes — `example-backend/src/api/settings.ts`, AI file routes in `example-backend/src/api/ai.ts`, `file-uploads` flag in `example-backend/src/api/fileUploads.ts` | yes — `example-frontend/app/(tabs)/files.tsx`, `example-frontend/app/(tabs)/ai.tsx`, `example-frontend/app/gcs-settings.tsx` | The `file-uploads` feature flag hides upload controls and rejects uploads when off. A missing flag leaves uploads enabled. |
 | Better Auth | yes — `example-backend/src/utils/betterAuthConfig.ts`, `BetterAuthApp` in `example-backend/src/server.ts` | yes — `example-frontend/app/login.tsx`, `example-frontend/lib/betterAuth.ts` | Default `AUTH_PROVIDER` is `better-auth`. |
 | syncdb local-first | yes — `SyncApp` in `example-backend/src/server.ts` | yes — `example-frontend/store/syncdb.ts`, `example-frontend/app/(tabs)/index.tsx` | PR #869 closed without merge; `@terreno/syncdb` shipped on the launch line and is the example todos path. |
 | SyncDB diagnostics | n/a | yes — `debug` registration in `example-frontend/store/syncdb.ts`, debugger UI at `example-frontend/app/syncdb-debug.tsx` | `terreno-mcp-local` can inspect, snapshot/compare/merge, mutate, flush, reconcile/resync, and exercise offline/conflict paths against the running development client. |
-| RBAC | yes — `example-backend/src/rbacRoles.ts`, `access.ts`, `access: {resource: "todo"}` on the todo router | yes — `example-frontend/app/admin/roles.tsx` | Shipped. The IP snapshot that marked RBAC "not shipped" is stale. Plan: [rbac-permissions.md](../implementationPlans/rbac-permissions.md). |
+| RBAC | yes — `example-backend/src/rbacRoles.ts` (including optional `aiObservabilityViewer` / `aiObservabilityOperator` roles), `access.ts`, `accessControl: access` on `ObservabilityApp` / `AdminApp`, `access: {resource: "todo"}` on the todo router | yes — `example-frontend/app/admin/roles.tsx` | Shipped. Plan: [rbac-permissions.md](../implementationPlans/rbac-permissions.md). |
 | Organizations | yes — `createAccess({organizations: true})`, `organizationSettingsSchema`, `orgScopedPlugin` on projects | yes — admin org directory/settings at `example-frontend/app/admin/orgs/` | Settings live on `Organization.settings`; example registers a nested timezone schema. |
 | Background jobs | no | no | No generic job queue example. Admin maintenance scripts (`example-backend/src/adminScripts.ts`, script runner widget) are a related but different surface. Plan: [admin-script-runner.md](../implementationPlans/admin-script-runner.md). |
 

package/dist/docs/versioned/next/explanation/loop-engineering.md

@@ -119,7 +119,7 @@ include:
 | --- | --- |
 | Backend/API/data | `terreno-backend-api`, `mongoose-schema-safety`, `backend-test-env`, `generate-sdk`, `terreno-data-fetching` |
 | UI/app | `terreno-ui`, `building-terreno-apps`, `verify-ui-changes` |
-| AI/prompts | `ai-prompt-governance` |
+| AI/prompts | `ai-prompt-governance` — new features also follow [Develop an AI feature](../how-to/ai-feature-development.md) |
 | Docs/submission | `update-docs`, Brew, `fix-conflicts` |
 | GitHub issues | `create-github-issue`, `work-github-issues`, `implement-ready-for-dev` (Pick plan comment is the Roast contract; unattended Grow may also write an IP) |
 | Deployment/runtime | `deploy-gcp`, Expo deployment/workflow skills |

package/dist/docs/versioned/next/explanation/roadmap-seed-issues.md

@@ -639,6 +639,26 @@ docs are the proof; comms admin stats consume these primitives later.
 
 ---
 
+## dashboard-chart-parity
+
+**Title:** `Ops dashboard chart parity`
+
+**Labels:** `area:ui`, `type:feature`
+**Project fields:** Area=`ui`, Target=`Next`, Impact=`Feature`, IP=`dashboard-chart-parity`, Status=`Planned`
+
+Follow-up to charts-and-dashboards: scorecards with comparison sparklines, `ChartCard`
+period badges, additive multi-series facades, donut hole labels, spanning `DashboardGrid`
+items, and DataTable period headers / totals / range status so apps can compose a
+“How’s it going?”-class ops dashboard. Terreno theme defaults; no Looker preset. Grammar
+not required.
+
+- **Implementation plan:** [dashboard-chart-parity.md](https://github.com/TerrenoLabs/terreno/blob/master/docs/implementationPlans/dashboard-chart-parity.md)
+- **Tasks:** [dashboard-chart-parity.md](https://github.com/TerrenoLabs/terreno/blob/master/docs/tasks/dashboard-chart-parity.md)
+- **RTK flag:** None
+- **Depends on:** charts-and-dashboards
+
+---
+
 ## dark-mode-theme
 
 **Title:** `First-class dark mode`
@@ -1140,7 +1160,7 @@ Delete the **legacy RTK cache-patching realtime path** in Terreno 58. Collection
 **Title:** `AI observability (Langfuse-light, pluggable)`
 
 **Labels:** `area:ai`, `type:feature`  
-**Project fields:** Area=`ai`, Target=`Future`, Impact=`Feature`, IP=`ai-observability`, Status=`Shaping`
+**Project fields:** Area=`ai`, Target=`Future`, Impact=`Feature`, IP=`ai-observability`, Status=`Planned`
 
 Ship **Langfuse-like** prompt versioning, nested traces (user / session / cost), multidimensional evaluators (LLM-as-judge + structured I/O), datasets, experiments, and a **local human review queue** — **inside Terreno**, as **plugins on `@terreno/ai`**, with an operator UI in **`admin-frontend` only**.
 
@@ -1271,6 +1291,34 @@ Turn the Expo demo into the workshop for `@terreno/ui`: a person can find a comp
 
 ---
 
+## agent-ui-asks
+
+**Title:** `Agent UI Asks — agents ask the user for a typed answer inside the chat`
+
+**Labels:** `area:ai`, `type:feature`  
+**Project fields:** Area=`ai`, Target=`Next`, Impact=`Feature`, IP=`agent-ui-asks`, Status=`In progress`
+
+Let an agent **ask the user something and get a typed answer back in the same turn**. The agent calls an ask tool: pick one, pick many, upload images or files, edit a markdown draft, confirm an action, or fill a short form. `GPTChat` renders the matching `@terreno/ui` control inline. The user answers. The answer returns to the agent as a validated tool result and the turn continues from where it paused.
+
+- **Implementation plan:** [agent-ui-asks.md](https://github.com/TerrenoLabs/terreno/blob/master/docs/implementationPlans/agent-ui-asks.md)
+- **Tasks:** [agent-ui-asks.md](https://github.com/TerrenoLabs/terreno/blob/master/docs/tasks/agent-ui-asks.md)
+
+---
+
+## durable-agent-harness
+
+**Title:** `Durable agent harness (@terreno/ai/harness)`
+
+**Labels:** `area:ai`, `type:feature`  
+**Project fields:** Area=`ai`, Target=`Next`, Impact=`Feature`, IP=`durable-agent-harness`, Status=`Planned`
+
+One easy-to-use harness inside `@terreno/ai` that runs long-lived agentic work durably: deterministic multi-phase workflows, LLM agent loops, tools, subagents, human approvals, retries, and crash recovery — all audited. It must be strong enough to build an OpenClaw/Hermes-class personal agent, a coding agent, and a regulated clinical automation on the same primitives.
+
+- **Implementation plan:** [durable-agent-harness.md](https://github.com/TerrenoLabs/terreno/blob/master/docs/implementationPlans/durable-agent-harness.md)
+- **Tasks:** [durable-agent-harness.md](https://github.com/TerrenoLabs/terreno/blob/master/docs/tasks/durable-agent-harness.md)
+
+---
+
 # Shipped, umbrella, and declined IPs
 
 Tracking issues created for IPs that previously lacked a `**Roadmap issue:**` header.

package/dist/docs/versioned/next/explanation/typescript-configuration.md

@@ -8,7 +8,7 @@ TypeScript 7 removes.
 
 | Profile | Packages | `module` | `target` | Emits |
 | --- | --- | --- | --- | --- |
-| Node library | `api`, `ai`, `admin-backend`, `announcements`, `api-health`, `comms`, `feature-flags`, `jobs`, `test`, `admin-spa` server (`tsconfig.server.json`) | `nodenext` | `es2023` | CommonJS `dist/` |
+| Node library | `api`, `ai`, `admin-backend`, `announcements`, `api-health`, `blocks`, `comms`, `feature-flags`, `jobs`, `test`, `admin-spa` server (`tsconfig.server.json`) | `nodenext` | `es2023` | CommonJS `dist/` |
 | Node ESM tool | `mcp-server`, `create-terreno-app` | `nodenext` | `es2023` | ESM `dist/` (`"type": "module"`) |
 | Frontend library | `ui`, `admin-frontend`, `rtk`, `syncdb` | `esnext` + `moduleResolution: bundler` | `es2022` | ESM `dist/` for Metro |
 | Bun CLI | `cli` | `esnext` + `moduleResolution: bundler` + `customConditions: ["bun"]` | `es2022` | ESM `dist/` for Bun |