pi-roundtable 0.26.3 → 0.27.1

package/src/core/agents/helper-work.ts

@@ -0,0 +1,101 @@
+import type { QueuePort } from "../contract/channels.ts";
+import type { ChannelKey } from "../domain/conversation.ts";
+import type { Logger } from "../log.ts";
+import type { AgentTurnRunner } from "./agent-ports.ts";
+import { isHelper } from "./agent-rules.ts";
+import type { PgAgentStore } from "./agent-store.ts";
+import { keysOf, scopeOf } from "./team-keys.ts";
+
+export interface HelperWorkOptions {
+	store: Pick<PgAgentStore, "agent" | "group" | "setFinished">;
+	queue: Pick<QueuePort, "size">;
+	runtime: () => Pick<AgentTurnRunner, "heldActions">;
+	/** The surfaces that host rooms, which are places of a temp knight beside its Discord thread. */
+	roomSurfaces: () => readonly string[];
+	/** Called after a temp knight's state changed, so the pages and the dashboard redraw. */
+	changed: () => void;
+	logger: Logger;
+}
+
+/**
+ * What keeps a temp knight working: a turn that runs, a message from its parent that has not been
+ * answered, a turn or message queued in one of its places, or a held action that waits for the
+ * owner. The moment none holds, the knight is *finished* and the store says so; any work that
+ * begins makes it working again, so no one reopens it.
+ */
+export class HelperWork {
+	readonly #options: HelperWorkOptions;
+	/** Turns and unanswered messages of each temp knight. */
+	readonly #running = new Map<string, number>();
+
+	constructor(options: HelperWorkOptions) {
+		this.#options = options;
+	}
+
+	/** A turn or a message to the agent begins; a finished temp knight is working again. */
+	begin(name: string): void {
+		if (!this.#helper(name)) return;
+		this.#running.set(name, (this.#running.get(name) ?? 0) + 1);
+		this.#stamp(name, false);
+	}
+
+	/** One piece of work of the agent ended; with nothing else holding it, a temp knight is finished. */
+	end(name: string): void {
+		const left = (this.#running.get(name) ?? 0) - 1;
+		if (left > 0) {
+			this.#running.set(name, left);
+			return;
+		}
+		this.#running.delete(name);
+		if (!this.#helper(name)) return;
+		void this.#settle(name);
+	}
+
+	/** Whether the agent is an active temp knight. */
+	#helper(name: string): boolean {
+		const agent = this.#options.store.agent(name);
+		return agent?.status === "active" && isHelper(agent);
+	}
+
+	async #settle(name: string): Promise<void> {
+		try {
+			if (await this.#waiting(name)) return;
+			// Work begun while the held actions were read keeps it working.
+			if ((this.#running.get(name) ?? 0) > 0) return;
+			this.#stamp(name, true);
+		} catch (error) {
+			this.#options.logger.warn(
+				{ agent: name, err: error },
+				"temp knight's state not settled",
+			);
+		}
+	}
+
+	/** Whether something else waits: a turn queued behind this one, or an action held for the owner. */
+	async #waiting(name: string): Promise<boolean> {
+		const { store, queue, roomSurfaces } = this.#options;
+		const agent = store.agent(name);
+		if (!agent) return false;
+		const keys: ChannelKey[] = keysOf(store, name, roomSurfaces());
+		// The task that just ended still counts in its channel's queue until it returns.
+		if (keys.some((key) => queue.size(key) > 1)) return true;
+		const runtime = this.#options.runtime();
+		for (const key of keys)
+			if (await runtime.heldActions(scopeOf(agent, key).session)) return true;
+		return false;
+	}
+
+	#stamp(name: string, finished: boolean): void {
+		const { store, changed, logger } = this.#options;
+		store.setFinished(name, finished).then(
+			(moved) => {
+				if (moved) changed();
+			},
+			(error: unknown) =>
+				logger.warn(
+					{ agent: name, err: error },
+					"temp knight's state not kept",
+				),
+		);
+	}
+}

package/src/core/agents/message-target.ts

@@ -2,13 +2,8 @@ import type { ChannelKey } from "../domain/conversation.ts";
 import { AgentError } from "../domain/errors.ts";
 import type { AgentDirectory } from "../services.ts";
 import type { Agent } from "./agent-store.ts";
-import {
-	agentRoomKey,
-	discordIdOf,
-	discordKey,
-	keysOf,
-	roomSurfaceOf,
-} from "./team-keys.ts";
+import { Routes } from "./routes.ts";
+import { agentRoomKey, discordKey, keysOf } from "./team-keys.ts";
 
 /** What the choice of a message's conversation reads. */
 export interface MessageTargetContext {
@@ -19,6 +14,8 @@ export interface MessageTargetContext {
 	latest: ChannelKey | undefined;
 	/** The conversation the sender writes from. */
 	from: ChannelKey;
+	/** The host's routing table; without it the defaults every host had before `routing`. */
+	routes?: Pick<Routes, "of">;
 }
 
 /** The word for the web app's conversation, accepted when exactly one surface hosts rooms. */
@@ -27,8 +24,9 @@ const WEB = "web";
 /**
  * The conversation of `target` that a message is delivered into. With `ask` (a surface name such
  * as "discord", "web", or the surface of a room, or one of the target's conversation keys) that
- * one; otherwise the conversation the target used most recently, except that a message from a room
- * never follows it out to Discord, and, when it has run none yet, the sender's own surface, so a message between rooms stays among the rooms.
+ * one; otherwise the conversation the routing table picks (`Routes.of`): by default the one the
+ * target used most recently, which a message from a room never follows out to Discord, and, when
+ * it has run none yet, the sender's own surface, so a message between rooms stays among the rooms.
  */
 export function messageTarget(
 	ctx: MessageTargetContext,
@@ -38,20 +36,14 @@ export function messageTarget(
 	const keys = keysOf(ctx.store, target.name, ctx.roomSurfaces);
 	const has = keys.length > 0 ? keys.join(", ") : "none";
 	if (ask === undefined || ask.trim() === "") {
-		const via = roomSurfaceOf(ctx.from);
-		// From a room, never out to Discord: its content may be for the owners alone.
-		const outward =
-			via !== undefined &&
-			ctx.latest !== undefined &&
-			discordIdOf(ctx.latest) !== undefined;
-		if (ctx.latest !== undefined && keys.includes(ctx.latest) && !outward)
-			return ctx.latest;
-		if (via === undefined) {
-			if (!target.channelId)
-				throw new AgentError(`${target.name} has no channel yet.`);
-			return discordKey(target.channelId);
-		}
-		return agentRoomKey(via, target.name);
+		const routes =
+			ctx.routes ??
+			new Routes({
+				store: ctx.store,
+				roomSurfaces: () => ctx.roomSurfaces,
+				latest: () => ctx.latest,
+			});
+		return routes.of(target.name, "agentMessage", ctx.from);
 	}
 	const wanted = ask.trim();
 	const exact = keys.find((key) => key === wanted);

package/src/core/agents/routes.ts

@@ -0,0 +1,347 @@
+import type {
+	ResolvedAgentRoutes,
+	ResolvedRouting,
+} from "../config/routing.ts";
+import { ROUTE_WORDS } from "../config/routing.ts";
+import { parseChannelKey } from "../contract/surface.ts";
+import type { ChannelKey } from "../domain/conversation.ts";
+import { AgentError, ConfigError } from "../domain/errors.ts";
+import type { AgentDirectory } from "../services.ts";
+import {
+	agentRoomKey,
+	discordKey,
+	keysOf,
+	roomSurfaceOf,
+} from "./team-keys.ts";
+
+/**
+ * The routing table: where an agent's work lands when no person is waiting on it. An agent's
+ * *place* on a surface is its Discord channel or its room there; its *primary place* is where
+ * unprompted work lands. Work a person started, or that waits on a person, is never routed.
+ * Read it as `AGENTS.routes`.
+ */
+export interface RoutingTable {
+	/**
+	 * The agent's primary place: the surface its rules name; with `"auto"` (the default) its Discord
+	 * channel when it has one, else its room on the first surface that hosts rooms. Undefined for
+	 * an unknown agent.
+	 */
+	primary(agent: string): ChannelKey | undefined;
+	/** The agent's place on a surface (`"web"` for the one surface that hosts rooms); undefined when it has none there. */
+	placeOn(agent: string, surface: string): ChannelKey | undefined;
+	/**
+	 * The conversation an event of `kind` for the agent lands in; `origin` is where it came in
+	 * (a webhook post's conversation, the sender's turn channel, the conversation that asked for
+	 * the agent). An `integration` event is never dropped: a vanished destination sends it to its
+	 * origin. An `agentMessage` throws AgentError when the agent has no place; an `opening` task
+	 * has none when the agent has no place at all.
+	 */
+	of(agent: string, kind: "integration", origin: ChannelKey): ChannelKey;
+	of(agent: string, kind: "agentMessage", origin?: ChannelKey): ChannelKey;
+	of(
+		agent: string,
+		kind: RouteKind,
+		origin?: ChannelKey,
+	): ChannelKey | undefined;
+	/** A named destination of the host, such as `ops`; undefined when none is set or its agent is not active. */
+	place(name: string): ChannelKey | undefined;
+}
+
+/** What starts agent work with no person waiting on the answer, and so may be routed. */
+export type RouteKind = "integration" | "agentMessage" | "opening";
+
+/** The word for the web app's surface, taken for it when exactly one surface hosts rooms. */
+const WEB = "web";
+
+/** What the table writes to: a warning with its fields. */
+export interface RoutesLogger {
+	warn(fields: Record<string, unknown>, message: string): void;
+}
+
+export interface RoutesOptions {
+	/** The checked `routing` block; without it every decision is what the host did before it existed. */
+	routing?: ResolvedRouting | undefined;
+	store: Pick<AgentDirectory, "agent" | "group">;
+	/** The surfaces that host agent rooms, read each time: they are only known once the plugins linked. */
+	roomSurfaces: () => readonly string[];
+	/** The conversation an agent last ran a turn in. */
+	latest?: (agent: string) => ChannelKey | undefined;
+	logger?: RoutesLogger;
+}
+
+/** What the surfaces the host registered can hold, read when the agent server links. */
+export interface LinkedSurfaces {
+	/** Every registered surface. */
+	names: readonly string[];
+	/** Whether the agents have Discord channels. */
+	discordChannels: boolean;
+}
+
+/**
+ * The one table that says where an agent's work lands. An agent's *place* on a surface is its
+ * Discord channel or its room there; its *primary place* is where work no person started lands.
+ * Work a person started, or that waits on a person (a message, a card, a schedule's firing, an
+ * exchange's answer), is never routed: it stays in the conversation they see. Every decision here
+ * is what the host did before `routing` existed until the configuration says otherwise.
+ */
+export class Routes implements RoutingTable {
+	readonly #routing: ResolvedRouting | undefined;
+	readonly #options: RoutesOptions;
+	readonly #warned = new Set<string>();
+
+	constructor(options: RoutesOptions) {
+		this.#options = options;
+		this.#routing = options.routing;
+	}
+
+	/**
+	 * The rules of one agent: its own over the `"*"` entry, over the defaults. A temp knight has
+	 * no row of its own and follows its parent's, so it lives where its parent does.
+	 */
+	rules(agent: string): ResolvedAgentRoutes {
+		const all = this.#routing?.agents;
+		const parent = this.#options.store.agent(agent)?.parent;
+		return {
+			...all?.["*"],
+			...(parent === undefined ? undefined : all?.[parent]),
+			...all?.[agent],
+		};
+	}
+
+	/**
+	 * The agent's place on a surface (`"web"` for the one surface that hosts rooms); undefined when
+	 * the agent is unknown or has none there.
+	 */
+	placeOn(name: string, surface: string): ChannelKey | undefined {
+		const agent = this.#options.store.agent(name);
+		if (!agent) return undefined;
+		const rooms = this.#options.roomSurfaces();
+		const wanted =
+			surface === WEB && !rooms.includes(WEB) && rooms.length === 1
+				? (rooms[0] as string)
+				: surface;
+		if (wanted === "discord")
+			return agent.channelId ? discordKey(agent.channelId) : undefined;
+		return rooms.includes(wanted) ? agentRoomKey(wanted, name) : undefined;
+	}
+
+	/**
+	 * The agent's primary place, where its unprompted work lands: the surface its rules name, and
+	 * with `"auto"` its Discord channel when it has one, else its room on the first surface that
+	 * hosts rooms. An unknown agent has none. A named surface the agent has no place on is logged,
+	 * and its auto place is used.
+	 */
+	primary(name: string): ChannelKey | undefined {
+		if (!this.#options.store.agent(name)) return undefined;
+		const wanted = this.rules(name).primary ?? "auto";
+		if (wanted !== "auto") {
+			const key = this.placeOn(name, wanted);
+			if (key) return key;
+			this.#warn(
+				`primary:${name}`,
+				{ agent: name, surface: wanted },
+				"the agent has no place on its primary surface; its auto place is used",
+			);
+		}
+		return keysOf(this.#options.store, name, this.#options.roomSurfaces())[0];
+	}
+
+	/**
+	 * The conversation an event of `kind` for the agent lands in. `origin` is where it came in: the
+	 * conversation of a webhook post (`integration`), the sender's turn channel (`agentMessage`), or
+	 * the conversation that asked for the agent (`opening`). A destination that has vanished sends
+	 * an `integration` event to its origin, with a warning, and never drops it. Throws AgentError
+	 * when an `agentMessage` finds no place; undefined when an `opening` finds none.
+	 */
+	of(name: string, kind: "integration", origin: ChannelKey): ChannelKey;
+	of(name: string, kind: "agentMessage", origin?: ChannelKey): ChannelKey;
+	of(
+		name: string,
+		kind: RouteKind,
+		origin?: ChannelKey,
+	): ChannelKey | undefined;
+	of(
+		name: string,
+		kind: RouteKind,
+		origin?: ChannelKey,
+	): ChannelKey | undefined {
+		if (kind === "integration") return this.#integration(name, origin);
+		if (kind === "opening") return this.#opening(name, origin);
+		return this.#agentMessage(name, origin);
+	}
+
+	#integration(
+		name: string,
+		origin: ChannelKey | undefined,
+	): ChannelKey | undefined {
+		const to = this.rules(name).integration ?? "origin";
+		if (to === "origin" || origin === undefined) return origin;
+		const key = to === "primary" ? this.primary(name) : this.placeOn(name, to);
+		if (key) return key;
+		this.#warn(
+			`integration:${name}`,
+			{ agent: name, to },
+			"the agent has no place for its integrations; the report runs where the post was made",
+		);
+		return origin;
+	}
+
+	#opening(
+		name: string,
+		origin: ChannelKey | undefined,
+	): ChannelKey | undefined {
+		if (
+			(this.rules(name).opening ?? "origin-surface") === "origin-surface" &&
+			origin
+		) {
+			const key = this.placeOn(name, parseChannelKey(origin).surface);
+			if (key) return key;
+		}
+		return this.primary(name);
+	}
+
+	/**
+	 * The conversation a message to the agent lands in when the sender names none: with `latest`
+	 * the one it last ran a turn in, except that a message from a room never follows it out to
+	 * Discord, since the room's text may be for the owners alone; with none yet, the sender's own
+	 * surface when it hosts rooms, so a message between rooms stays among them; otherwise its
+	 * primary place.
+	 */
+	#agentMessage(name: string, from: ChannelKey | undefined): ChannelKey {
+		const { store, roomSurfaces, latest } = this.#options;
+		const to = this.rules(name).agentMessage ?? "latest";
+		if (to !== "latest") {
+			const key =
+				to === "primary" ? this.primary(name) : this.placeOn(name, to);
+			if (key) return key;
+			this.#warn(
+				`message:${name}`,
+				{ agent: name, to },
+				"the agent has no place for messages to it; the conversation it last ran a turn in is used",
+			);
+		}
+		const via = from === undefined ? undefined : roomSurfaceOf(from);
+		const last = latest?.(name);
+		const keys = keysOf(store, name, roomSurfaces());
+		const outward =
+			via !== undefined &&
+			last !== undefined &&
+			roomSurfaceOf(last) === undefined;
+		if (last !== undefined && keys.includes(last) && !outward) return last;
+		if (via === undefined) {
+			const primary = this.primary(name);
+			if (!primary) throw new AgentError(`${name} has no channel yet.`);
+			return primary;
+		}
+		return agentRoomKey(via, name);
+	}
+
+	/**
+	 * Another agent's place for `schedule_list`: its room on the surface `near` is on when that
+	 * surface hosts rooms, otherwise its primary place. Throws AgentError when it has none.
+	 */
+	near(name: string, near?: ChannelKey): ChannelKey {
+		const surface = near === undefined ? undefined : roomSurfaceOf(near);
+		const room =
+			surface === undefined ? undefined : this.placeOn(name, surface);
+		const key = room ?? this.primary(name);
+		if (!key) throw new AgentError(`${name} has no channel yet`);
+		return key;
+	}
+
+	/**
+	 * A named destination of the host (`ops`): its conversation, or the primary place of the agent
+	 * it names while that agent is active; undefined when none is configured or it has none now.
+	 */
+	place(name: string): ChannelKey | undefined {
+		const target = this.#routing?.places[name];
+		if (target === undefined) return undefined;
+		if (typeof target === "string") return target;
+		return this.#options.store.agent(target.agent)?.status === "active"
+			? this.primary(target.agent)
+			: undefined;
+	}
+
+	/**
+	 * Refuses a surface the rules name that is not registered, or that cannot hold an agent's place,
+	 * naming the key and the fix; called once every plugin has registered its surfaces.
+	 */
+	validate(linked: LinkedSurfaces): void {
+		if (!this.#routing) return;
+		const rooms = this.#options.roomSurfaces();
+		const holders = [...(linked.discordChannels ? ["discord"] : []), ...rooms];
+		for (const [agent, rules] of Object.entries(this.#routing?.agents ?? {}))
+			for (const key of ["primary", "integration", "agentMessage"] as const) {
+				const surface = rules[key];
+				if (
+					surface === undefined ||
+					(ROUTE_WORDS[key] as readonly string[]).includes(surface)
+				)
+					continue;
+				const path = `routing.agents.${agent}.${key}`;
+				if (surface === WEB && !linked.names.includes(WEB)) {
+					if (rooms.length !== 1)
+						throw new ConfigError(
+							`config ${path}: "web" stands for the one surface that hosts rooms, and ${rooms.length === 0 ? "none does" : `${rooms.length} do (${rooms.join(", ")})`}. Name the surface: ${holders.join(", ") || "none hosts agent places on this host"}.`,
+						);
+					continue;
+				}
+				if (!linked.names.includes(surface))
+					throw new ConfigError(
+						`config ${path}: no surface is registered as ${JSON.stringify(surface)}. The registered surfaces are ${linked.names.join(", ") || "none"}; name one of them, or add the plugin that brings ${JSON.stringify(surface)}.`,
+					);
+				if (!holders.includes(surface))
+					throw new ConfigError(
+						`config ${path}: the ${surface} surface holds no agent places, since it hosts no rooms${surface === "discord" ? " here (the agents have no Discord channels)" : ""}. Name one that does: ${holders.join(", ") || "none on this host"}.`,
+					);
+			}
+	}
+
+	/**
+	 * Warns of the agents the rules and places name that the team does not know yet, which may be
+	 * created later: their rules apply once they exist.
+	 */
+	warnUnknown(): void {
+		const names = [
+			...Object.keys(this.#routing?.agents ?? {}).filter((n) => n !== "*"),
+			...Object.values(this.#routing?.places ?? {}).flatMap((t) =>
+				typeof t === "object" ? [t.agent] : [],
+			),
+		];
+		const unknown = [...new Set(names)].filter(
+			(n) => !this.#options.store.agent(n),
+		);
+		if (unknown.length > 0)
+			this.#options.logger?.warn(
+				{ agents: unknown },
+				"routing names agents the team does not have yet; their rules apply once they exist",
+			);
+	}
+
+	/** Warns once per key, so a repeated event does not flood the log. */
+	#warn(key: string, fields: Record<string, unknown>, message: string): void {
+		if (this.#warned.has(key)) return;
+		this.#warned.add(key);
+		this.#options.logger?.warn(fields, message);
+	}
+}
+
+/** The routing table of a team's options: the host's own, or, without one, the defaults. */
+export function routesOf(options: {
+	routes?: Routes | undefined;
+	store: RoutesOptions["store"] & {
+		conversations: { latest(agent: string): ChannelKey | undefined };
+	};
+	surfaces?: { roomSurfaces(): readonly string[] } | undefined;
+	logger: RoutesLogger;
+}): Routes {
+	return (
+		options.routes ??
+		new Routes({
+			store: options.store,
+			roomSurfaces: () => options.surfaces?.roomSurfaces() ?? [],
+			latest: (agent) => options.store.conversations.latest(agent),
+			logger: options.logger,
+		})
+	);
+}

package/src/core/agents/team-approval.ts

@@ -0,0 +1,32 @@
+import type { PendingConfirmation } from "../domain/conversation.ts";
+import { mayApproveNamed } from "../runtime/extensions/held-calls.ts";
+import { type Speaker, tierAtLeast } from "../speakers.ts";
+import type { ToolTiers } from "../tool-tiers.ts";
+
+/**
+ * Whether the speaker may approve the held actions by a message, call by call: an owner, as the
+ * agents' channels are shared, or, for a call whose tool named its approvers, one of those
+ * principals, or, for any other call, the principal whose turn held them (by their id, for
+ * actions held before 0.9). Their tier must now hold every call. Nobody else in the channel
+ * may, so a call that named approvers is not its speaker's to approve unless named. The gate
+ * checks the named approvers again when the turn begins, whoever asked for the release.
+ */
+export function mayApprove(
+	tiers: Pick<ToolTiers, "allows">,
+	speaker: Speaker,
+	pending: PendingConfirmation,
+): boolean {
+	const theirs =
+		pending.principalId !== undefined
+			? speaker.principalId === pending.principalId
+			: speaker.id === pending.speakerId;
+	// Nothing held names an approver to go by: only the owners and the speaker whose turn held it.
+	if (pending.calls.length === 0) return speaker.tier === "owner" || theirs;
+	return pending.calls.every(
+		(call) =>
+			(speaker.tier === "owner" ||
+				(call.approverIds ? mayApproveNamed(speaker, call) : theirs)) &&
+			tiers.allows(speaker.tier, call.tool) &&
+			(!call.minTier || tierAtLeast(speaker.tier, call.minTier)),
+	);
+}