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33 changes: 27 additions & 6 deletions docs/architecture/rfcs/README.md
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Expand Up @@ -87,12 +87,13 @@ changes.
- [Shared Goal Alignment and Governed Amendment Protocol v0](shared-goal-alignment-and-governed-amendment-v0.md)
([中文版](shared-goal-alignment-and-governed-amendment-v0.zh-CN.md))
- **RFC status:** Draft, under maintainer review.
- **Delivery on `main`:** Proposal only.
- **Current boundary:** Existing peer lanes, unclaimed work, claims/leases,
Agent-scoped Goal Vision/Replan, and provider-neutral authority are inputs.
A read-only shared-alignment projection, automated amendment policy,
verifier boundary, and canonical Goal-amendment transaction have not
shipped.
- **Delivery on `main`:** Stage 1/2 read-only alignment and proposal-admission
foundations implemented; the RFC remains a draft.
- **Current boundary:** Current Todo/lease source-basis projection and retained
amendment admission have no canonical effect. Full Goal-intent versioning,
governed commit policy/verifier, lease-impact handling and Stage 3+
qualification remain unshipped. Manager handoff consumes these boundaries;
it does not provide another amendment writer.
- [Goal Direction Baseline v0](goal-direction-baseline-v0.md)
([中文版](goal-direction-baseline-v0.zh-CN.md))
- **RFC status:** Draft, under maintainer review.
Expand Down Expand Up @@ -148,6 +149,26 @@ changes.

## Runtime, Capability, And Collaboration Integration

- [Capable Agent Manager and Semantic Work Handoff v0](capable-manager-semantic-handoff-v0.md)
([中文版](capable-manager-semantic-handoff-v0.zh-CN.md))
- **RFC status:** Draft, under maintainer review.
- **Delivery on `main`:** Proposal; existing manager/inbox foundations are reused.
- **Current boundary:** Proposes ordinary host-tool autonomy, persistent scoped
conversations, long-horizon semantic continuation and automatic result delivery.
Includes an official Grok Bot study distinguishing availability from goal
continuation; M0–M4 and A1–A16 define delivery and acceptance, with explicit
alignment, shared-authority and TS migration dependencies.
Runtime-profile promotion and generic handoff migration have not shipped.

- [Explicit Todo Continuation — Stage A](cross-session-memory-substrate-v0.md)
([中文版](cross-session-memory-substrate-v0.zh-CN.md))
- **Delivery on `main`:** #4094 shipped the explicit local CLI and rich/legacy
continuation note with revision-guarded ownership adoption.
- **Current boundary:** Registered agents, same host/Goal, lease-free promoted
local authority. No generic memory store, automatic host launch, cross-host
artifacts or automatic result return. Manager/handoff §5.13 integrates this
adapter into M2/M3; the shipped CLI contract remains until replacement qualifies.

- [Single-Owner Local Daemon v0](single-owner-local-daemon-v0.md)
- **RFC status:** Draft.
- **Delivery on `main`:** Proposal only; existing Desktop ownership repair is shipped.
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8 changes: 8 additions & 0 deletions docs/architecture/rfcs/cross-session-memory-substrate-v0.md
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# Explicit Todo continuation: Stage A

## Delivery status and integration direction (2026-09-13)

Stage A shipped in [#4094](https://github.com/huangruiteng/loopx/pull/4094), merge `2ebd921ee989f7c696a7214ba1176d3bd5de6fb3`. The historical filename does not imply that a generic memory substrate shipped. The [capable manager and semantic handoff RFC](capable-manager-semantic-handoff-v0.md#513-integrate-shipped-explicit-continuation-4094) includes this implementation in its M2/M3 refactor scope. That successor remains proposed; this document remains the shipped CLI compatibility and authority reference until its replacement qualifies.

Reuse rich/legacy context and the existing note validator/claim transfer boundary. Receiver acceptance of a suggestion is distinct from `handoff adopt` ownership mutation. Stage A's note is replaceable current Todo state, not a private immutable history. The successor maps authorized context to a recoverable brief, references current work, and supplies general assessment/result/automatic-return relations without adding a memory ledger or copying claim authority. CLI `prepare/inspect/adopt` remains usable during migration; frontend/Lark and automatic host continuation must be qualified separately. Same-host, registered-agent, lease-free restrictions continue to apply to this adapter, not every general request. See successor §5.13 for mappings, migration conditions and retained negative cases.

Language mirror: [中文版](cross-session-memory-substrate-v0.zh-CN.md).

Status: a bounded local CLI workflow. The former general memory-substrate
proposal is replaced by a cross-agent continuation workflow over the
canonical Todo authority. It does not freeze a public memory schema.
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@@ -1,5 +1,13 @@
# 显式 Todo 接续:阶段 A

## 交付状态与整合方向(2026-09-13)

Stage A 已在 [#4094](https://github.com/huangruiteng/loopx/pull/4094) 以 `2ebd921ee989f7c696a7214ba1176d3bd5de6fb3` 合并。历史文件名不表示通用 memory substrate 已交付。[强能力管家与语义交接 RFC](capable-manager-semantic-handoff-v0.zh-CN.md#513-整合已交付的显式接续4094) 将本实现纳入 M2/M3 重构范围。后继方案仍是提案;替代路径验收前,本文继续作为已交付 CLI 兼容性及权威边界参考。

复用 rich/legacy context、既有 note validator 与 claim transfer 边界。接收方接受建议不同于 `handoff adopt` 修改所有权。Stage A note 是可覆盖的当前 Todo 状态,不是私有不可变历史。后继方案将有权限的上下文映射为可恢复 brief,引用当前工作,补齐通用 assessment/result/自动回传关系,不新增 memory ledger 或复制 claim authority。迁移期间 CLI `prepare/inspect/adopt` 保持可用;前端/飞书及自动宿主续接单独验收。同机、注册 Agent、无 lease 限制继续适用于此 adapter,不约束所有通用请求。映射、迁移条件和保留负例见后继 §5.13。

语言镜像:[English](cross-session-memory-substrate-v0.md)。

本阶段替代原通用 memory substrate 方案,基于 canonical Todo authority
交付跨注册 agent 的接续工作流。不冻结通用 memory v0。

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Expand Up @@ -3,7 +3,7 @@
- Status: Draft; under maintainer review
- Tracking issue: [#3836](https://github.com/huangruiteng/loopx/issues/3836)
- Date: 2026-09-02
- Last updated: 2026-09-09
- Last updated: 2026-09-13
- Scope: peer Agents collaborating around one shared Goal while preserving
canonical intent, per-Agent execution frontiers, claim/lease ownership, and
auditable replan/amendment decisions
Expand Down Expand Up @@ -88,6 +88,25 @@ bounded evidence bounded evidence
every frontier rebases or gates
```

### 1.1 Verified delivery and manager integration checkpoint (2026-09-13)

At `7eb4b7bb1661bd5eff63a8725a33169792d5964b`, the Stage 1 alignment reader
and Stage 2 proposal admission/retention exist, including #3874 and the
canonical Todo/lease source convergence in #4143. Their owners are
`goals/shared_goal_alignment.{py,ts}` and `goal_amendment_proposal.{py,ts}`
under `loopx/control_plane`. The latter explicitly returns
`canonical_effect: none`; it has no approved status or commit path.
These are implemented foundations, not full canonical intent versioning or
Stage 3–5 acceptance. The RFC remains Draft.

The [manager/handoff RFC](capable-manager-semantic-handoff-v0.md) should reuse
the alignment reader for work-basis context; amendment admission applies only
after classification when the request satisfies that admission contract. Its request, brief or
delivery revision is not a Goal-intent revision. A manager's higher tool
freedom does not confer shared-amendment authority, and handoff receipt does
not acknowledge a new Goal on behalf of every peer. Section 9.1 and that RFC's
M2/A16 define integration; they do not introduce a second amendment policy.

## 2. Problem and current boundary

LoopX already coordinates execution usefully:
Expand Down Expand Up @@ -422,6 +441,37 @@ provider-neutral aggregate requires a separate reviewed transaction boundary.
`Next Action` remains compatibility prose and a read projection. It is never a
claim, lease, Goal amendment, replan settlement, or authority decision.

### 9.1 Semantic handoff and execution-route integration

Use the existing alignment projection to supply a receiver's actual work
basis. In-intent lane replanning stays in the receiver's Vision/Replan path;
shared changes use this RFC's classification and admission. Stage 2 may
retain a request-derived proposal, with source/context references and an
explicit unresolved obligation, but cannot report that the shared Goal changed.
Missing full intent authority is not repaired by synthesizing a revision from
the Todo provider head or the event sequence.

The next amendment implementation remains **one bounded Stage 3 work-graph
commit class**, not broad acceptance/permission rewriting. It must first
establish the actual canonical intent/policy basis and reviewed transaction
mapping, then prove exact-basis admission, lease impact, CAS receipt recovery
and peer frontier rebase. Reuse the [shared authority](shared-goal-authority-state-provider-v0.md)
storage guarantees and [TS transaction migration](typescript-control-plane-migration-v0.md)
owner; neither currently grants amendment semantics just by being available.

Manager M1 and ordinary M2 handoff can ship before that commit class. Until
then, expose proposal/admission and the unavailable-commit boundary while
unrelated work continues. After qualification, the manager invokes the future
Stage 3 `GoalAmendmentAuthority` commit owner under its existing policy; no permanent manager-superuser role, mandatory peer
vote or repeated owner confirmation is added. The manager's result links the
committed amendment receipt and peer/in-flight disposition. Cross-Goal handoff
does not merge distinct Goals' intents or authorize either Goal's amendment.

The manager RFC's A16 reuses the existing alignment/amendment fixtures for
lane/proposal/stale-basis negatives and later qualifies the supported commit
path. This RFC retains Stage 3–5 implementation and promotion ownership;
manager readiness cannot silently mark those stages done.

## 10. Staged delivery

1. **Stage 0 — characterization and RFC.** Record own-lane, unclaimed,
Expand Down
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Expand Up @@ -3,7 +3,7 @@
- 状态:草案;维护者评审中
- 跟踪 Issue:[#3836](https://github.com/huangruiteng/loopx/issues/3836)
- 日期:2026-09-02
- 最后更新:2026-09-09
- 最后更新:2026-09-13
- 范围:多个对等 Agent 围绕同一个共享 Goal 协作,同时保留 canonical
intent、每个 Agent 的执行 frontier、claim/lease 所有权,以及可审计的
replan/amendment 决策
Expand Down Expand Up @@ -79,6 +79,23 @@ bounded evidence bounded evidence
每个 frontier rebase 或被 gate
```

### 1.1 已核验交付与管家衔接检查点(2026-09-13)

在 `7eb4b7bb1661bd5eff63a8725a33169792d5964b`,Stage 1 alignment reader
与 Stage 2 proposal admission/retention 已存在,包括 #3874 和 #4143 的
canonical Todo/lease 来源收敛。owner 是 `loopx/control_plane` 下的
`goals/shared_goal_alignment.{py,ts}` 与 `goal_amendment_proposal.{py,ts}`。
后者明确返回 `canonical_effect: none`,没有 approved 状态或 commit 路径。
这些是已实现基础,不代表完整 canonical intent 版本化或 Stage 3–5 验收;RFC
仍是 Draft。

[管家/handoff RFC](capable-manager-semantic-handoff-v0.zh-CN.md) 在接收方评估时
复用 alignment reader 获取工作基线;仅在分类后且请求符合准入契约时调用 amendment
admission。它的请求、brief、投递版本不是 Goal-intent revision。
管家更高的工具自由度不赋予共享 amendment authority;handoff 回执也不代所有
peer 确认新 Goal。第 9.1 节及该 RFC 的 M2/A16 定义衔接,不新增第二 amendment
policy。

## 2. 问题与当前边界

LoopX 已经能较好地协调执行:
Expand Down Expand Up @@ -383,6 +400,30 @@ projection 与 proposal contract 交付;把 commit 映射进 provider-neutral
`Next Action` 继续是 compatibility prose 与 read projection。它永远不是 claim、
lease、Goal amendment、replan settlement 或 authority decision。

### 9.1 语义交接与执行路线衔接

用既有 alignment 投影给接收方提供真实工作基线。意图内的路线重规划仍走接收方
Vision/Replan;共享改变走本文分类与准入。Stage 2 可以保留来自请求的 proposal、
来源/context 引用与明确未结义务,但不能报告共享 Goal 已改变。缺完整 intent
authority,不能靠从 Todo provider head 或事件序号合成 revision 来补。

下一步 amendment 实现仍是**一个有界 Stage 3 work-graph commit class**,
不是广泛改验收/权限。先建立真实 canonical intent/policy 基线和经审阅事务映射,
再证明精确基线准入、lease 影响、CAS 回执恢复、peer frontier rebase。复用
[shared authority](shared-goal-authority-state-provider-v0.zh-CN.md) 的存储保证与
[TS 事务迁移](typescript-control-plane-migration-v0.zh-CN.md) owner;两者存在不等于
已经提供 amendment 语义。

管家 M1 和普通 M2 handoff 可以先于此 commit class 交付。此前明确呈现
proposal/admission 与提交不可用边界,无关工作继续。验收后,管家按已有 policy
调用未来 Stage 3 `GoalAmendmentAuthority` commit owner,不添加永久管家超级用户、强制 peer 投票或重复主人确认。管家结果
关联已提交 amendment 回执与 peer/在途处置。跨 Goal handoff 不合并不同 Goal
意图,也不授权修改任一 Goal。

管家 RFC 的 A16 复用既有 alignment/amendment fixture 验路线/提案/过期基线负例,
随后验证已支持 commit 路径。本文保留 Stage 3–5 的实现与晋级责任;管家就绪不能
悄悄把这些阶段标为完成。

## 10. 分阶段交付

1. **Stage 0 — characterization 与 RFC。** 记录 own-lane、unclaimed、
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Expand Up @@ -3,7 +3,7 @@
- Status: Draft, under maintainer review
- Initially proposed by: NoKV Lab
- Widened by: LoopX maintainers
- Date: 2026-08-05; revised 2026-09-12
- Date: 2026-08-05; revised 2026-09-13
- Scope: one provider-neutral LoopX authority contract with built-in file,
optional NoKV, and optional PostgreSQL provider profiles, complementing
[`host-integration-surface-v0`](../../reference/protocols/host-integration-surface-v0.md)
Expand Down Expand Up @@ -43,6 +43,21 @@ explicit shared-authority promotion, only sections covered by the typed
contract become deterministic compatibility projections; free-form human
narrative remains outside the coordination head.

### Manager integration checkpoint (2026-09-13)

Source audit at `7eb4b7bb1661bd5eff63a8725a33169792d5964b` confirms the
`AuthorityStore` seam and the transaction/presentation/journal consolidations
in #4280, #4283 and #4287. This updates the integration baseline, not the
qualification evidence or historical provider baselines above. Candidate
SQLite/PostgreSQL paths, provider-specific holds and the D1–D3 plan remain;
neither a default source switch nor a shared service is declared shipped.

The [capable manager and semantic handoff RFC](capable-manager-semantic-handoff-v0.md)
consumes this authority. Its M1 host-tool work and M2 request-ledger refactor
can proceed without provider promotion. Section 1.4 defines their boundary;
the [TS execution cards](typescript-control-plane-migration-v0.md#execution-cards-after-the-current-stack)
still own business-rule consolidation and legacy-caller deletion.

## Document map and maintenance contract

This RFC separates durable decisions from delivery evidence:
Expand Down Expand Up @@ -302,6 +317,41 @@ policy. Stage 5 creates a decision point, not an automatic license transition.
No source path becomes AGPL-3.0 merely because it implements a shared-authority
contract or passes a remote-provider canary.

### 1.4 Manager requests and semantic handoff integration

The [manager/handoff RFC](capable-manager-semantic-handoff-v0.md) owns the
user-facing exchange and general request/assessment/result relations. This
RFC owns the reviewed coordination state and its commit proof. A semantic
brief, conversation, delivery attempt or scheduler cursor does not enter the
v0 coordination head. Relevant evidence is published by its artifact owner
and referenced at an exact revision and disclosure scope. Sharing a physical
provider does not merge these logical state families or their access/retention
contracts.

Each Goal retains one selected authority source. When adoption changes
Todo/lease/Vision state, handoff invokes that existing owner and links its real
receipt; consultation or assessment without a work effect does not. A separate request commit
cannot make that work mutation atomic across stores: persist intent, recover
the original work receipt, then reconcile the pending relation. Cross-Goal
requests likewise preserve per-Goal bases and outcomes; they do not require
a distributed commit or invent one Goal-wide provider revision for both.
Transport acknowledgement never substitutes for a current claim or fence.

Manager reads and receiver writes must preserve canonical empty/failure
semantics after promotion, without old-Markdown or lease-file fallback.
Permanent Markdown presentation remains. The handoff RFC's A15 fixture checks
these integration boundaries against legacy and explicitly configured canonical
sources; it does not repeat or replace this RFC's backend conformance, retention,
recovery, soak or cutover qualification.

The [shared Goal alignment/amendment RFC](shared-goal-alignment-and-governed-amendment-v0.md)
owns intent-change legality and its future governed commit. Its current
proposal admission creates no canonical amendment. Neither the manager nor
the provider becomes that authority. M1–M3 manager work may run in parallel
with T1–T3/D1/D2; changing storage/profile/source or retiring a whole legacy
Goal writer still requires the applicable D3/T4 boundary. A new handoff is
not a provider promotion request.

## 2. What We Will Do, and What We Will Not

**What this version will do**
Expand Down Expand Up @@ -1165,8 +1215,10 @@ is gated by evidence below, not by calendar dates or this PR's merge status.
| New-Goal default decision (F) | Maintainers accept the qualified profile and canary results, operational diagnostics, backup/restore procedure, release instructions and default-disable path. Ship the default change in a separate disclosed release change. | Apply only to newly created eligible local Goals. Existing explicit file selections remain pinned. Unsupported runtimes/filesystems require an explicit supported choice; no silent backend switch on open failure. |
| Existing-Goal migration and file retirement | Migrate opt-in cohorts using the reviewed fenced workflow; reconcile receipts, history, projections and rollback after each cohort. Inventory the last file-primary callers and compatibility windows before removing any path. | Each Goal needs explicit migration authority. Retire file as the ordinary primary only after that evidence; retain reference/import/export support until its own callers and retention duties end. |

**Current evidence position.** #4121 is the first milestone, pending maintainer
acceptance; it is not completion of lane L. Its head pointer is bounded and
**Current evidence position (rechecked 2026-09-13).** #4121 merged as
`bde1632bb6f29aeb9a8b4ac23ead3e98ba2f2f55`, delivering the first candidate
milestone. It remains subject to profile qualification and promotion; it is
not completion of lane L. Its head pointer is bounded and
operation/cursor lookups are indexed, but it retains full historical projections
and counts a covering index for continuity. That count grows with history;
current/accessed-row digests are checked, not every historical payload per read.
Expand Down
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