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LoopX Overall Roadmap v0: Product, Collaboration, Technology and Delivery

  • Status: Accepted
  • Supersedes / closes: none
  • Scope baseline: architecture audit at 2026-09-16, 0aa6179de; RFC inventory updated through 2026-10-11 against 5c62c5c03; controller/contract refinement uses 08e290fb5 on 2026-10-27. Steward reproduction baseline is preserved separately in Section 8.
  • Ownership: overall product outcomes, cross-domain dependencies, priorities and portfolio acceptance here; concrete rules in domain RFCs/stable protocols; execution state in canonical Todos.
  • Language: 中文版 is the semantic mirror.

Local authority checkpoint (2026-10-23). Contributor-led #6396 completed the 2.0 normal-writer cutoff; #7032 also ended ordinary unmigrated-Goal read fallback. Reuse canonical creation and explicit backup/migration/recovery; do not recreate the retired compatibility path or treat these completed changes as outstanding implementation. Continue R5's post-merge sequence for applicable installed upgrade, complete recovery/lifetime integration and remaining D2/D3 evidence. Preserve source-pinned failures, contributor credit and the compatible 1.4.2 route. An integrated source or one working installation does not qualify every platform, full CI, elapsed-storage evidence or long-horizon benefit.

Conversational preparation from PR #4376 is integrated under R1/GQ01 through the existing Chat draft and reviewed Goal creation path; see the absorption map. Its separate workspace/executor is not adopted. This draft-creation entry improvement does not close GQ01 execution/return or R2 small-team acceptance.

S2/S12 startup diagnostic checkpoint (2026-10-04) moved to ledger/loopx-overall-roadmap-v0/2026-10-04-s2-s12-startup-diagnostic.md.

1. Overall Objective and Product Routes

LoopX aims to let people express, revise and accept complex goals through a local frontend or Lark, while a persistent steward coordinates long-running LoopX Agents with independent work commitments across local managed and cloud runtimes. Single-Agent long-horizon reliability is the foundation. Multi-Agent collaboration, handoff, recovery and convergence on shared goals are core capabilities. Hundred-Agent scale is a separate system qualification.

Product success means accepted outcomes within constraints, human attention cost and recovery capability. Online counts, generated text, tool calls and PR counts are process signals. Models, runtimes, storage providers, IM and memory services can change; Goal/Todo/claim/lease/quota/effect and acceptance rules retain explicit, traceable single owners.

The optimization objective is long-horizon effectiveness and efficiency: better independently accepted outcomes within comparable budgets, or comparable accepted outcomes with less total cost and human attention. Reliability, recovery and collaboration support that objective. LoopX pursues it through:

  • Structured state: preserve accepted goals, constraints, evidence provenance, open questions, dependencies and decisions across compaction, restart and handoff.
  • Closed-loop feedback: connect execution, artifact validation and permitted task/user feedback to the current state and next decision, retaining negative results, uncertainty and evidence that supports staying the course.
  • Evidence-driven replan process supervision: inspect whether relevant feedback reaches the responsible Agent, informs its decision and is adopted in subsequent execution; then validate the resulting outcome. A justified continuation is valid, and a forced pivot can discard useful work.

Qualify this chain separately from storing a checkpoint, adding graph edges, acknowledging a read or completing a replan. Compare task-native outcomes and complete costs under aligned source, starting state, feedback, budget and observation windows. Include model/context processing, tools, control overhead, evaluation, recovery and human attention where measured; preserve unknown costs and count newly processed context after a restore. Use the existing measurement model and evidence-conditioned replan studies. These mechanisms and study hypotheses do not by themselves establish a measured benefit, change production defaults or grant additional execution authority.

User and work Shortest value path Required accepted outcome
Individual developer/researcher Connect a project→existing or managed Agent→continued work→interruption recovery Reproducible installation/first useful action; visible work, artifacts, cost and next step without learning every RFC
Project owner/steward operator Goal and constraints→small team→dependent artifacts→direction correction→aggregate acceptance Understand responsibility, blockers and decisions; direct worker conversations remain available
Multi-project/multi-host operator Scoped parent/child goals→local/cloud division→shared authority/budget→overall return Peer work, isolation, fairness and recovery hold; coordination roles do not grant global administrator authority
Adopter with existing agent systems L1 passive diagnostics→L2 advice→authorized L3 seams→optional L4 control plane Prove non-interference and diagnostic value before control effects; support adoption without replacing the native runtime
Capability/host/provider developer Minimal adapter→compatibility/permission checks→qualification→install/uninstall Extensions do not copy kernel truth, off-state preserves core behavior, versions and supported capabilities are discoverable

Product scope includes reusable engineering delivery, research, material/knowledge work and office/content workflows. First prove transfer through one engineering and one knowledge/research journey. Domain behavior belongs to capabilities/packages; scenario scoring, stages and private semantics cannot become generic kernel rules. Protected external effects, including finance, qualify through separate domain contracts and simulated adapters; a general steward gains no such execution permission.

Two adoption routes share engineering assets but qualify independently: native LoopX long-horizon coordination prioritizes G1/G2; observer-first reliability diagnostics can demonstrate value without waiting for hundred-Agent scale or a shared service. Paid deployments, enterprise offerings and hosted services remain product hypotheses, not demonstrated market fit or operating commitments.

App-first conversation delivery

The installed App is the primary interaction and qualification surface; Lark follows through the same semantics with independent transport evidence. Move ongoing managed and attached work conversations into LoopX: preserve the existing responsible worker, context and execution driver, show actual progress, accept corrections and return the result to the original conversation. Merely embedding a transcript or sending an inbox ACK does not complete that transition.

App conversations and asynchronous inbox refines R1–R3 without adding a milestone: repair ordinary input and durable entry; qualify connect/continue, truthful activity, stop/recovery and readable results, including late returns after the active session changes. The nearest observable exit is one natural App request through an existing qualified owner to a reviewable draft, with adopted correction and recovery, without manual owner lookup, reminders or result relay. A delivered deferral stays deferred. Then complete G1's two real collaboration cycles. Use the concrete pilot and exits. Prioritize these before cross-channel visual parity or scale. Lark's reusable inbox lifecycle should converge into the existing typed coordination owner, while provider authentication/addressing/reactions remain in its extension. Product-facing TS migration follows whole working journeys, not leaf-RPC counts or a rewrite gate.

Relationship to Existing Documents

  • This is the product, engineering, research and adoption roadmap. Section 2 defines S1–S13 streams; Section 3 defines G0–G5 portfolio milestones; Section 4 maps every RFC; Sections 5–6 detail the multi-Agent core path; Section 8 preserves the focused audit.
  • Technical directions owns public contribution routes and trackers; the RFC index owns domain navigation. They project the cross-domain ordering here while domain RFCs retain their T/M/D/A identifiers and authority gates.
  • Product vision, the capability catalog, stable protocols and released versions retain their scopes. This roadmap creates no second task ledger, state schema or release-support declaration.

2. Portfolio Streams: Outcomes, Gaps and Executable Slices

P0 blocks correctness or continuity in the current user journey. P1 enables repeatable delivery and collaboration. P2 expands scale, scenarios or adoption after evidence. P3 retains design pending a demand trigger. Priority guides work selection without overriding safety gates or live quota. Owners are module/capability boundaries, not predetermined models or individuals.

Stream Outcome and existing foundation Next complete slice, dependencies and exit evidence
S1 Product and persistent steward · P0 Request, investigation, decomposition, acceptance and return; manager runtime, team intake and settings exist, continuous end-to-end work is unqualified R1/R2 first: preserve commitments, run bound workers and continue after owner corrections; qualify CLI/packaged frontend/Lark separately. Close a minimum journey through two cycles of dependent artifacts and independent acceptance
S2 Typed kernel and durable authority · P0/P1 Effect/Todo/quota/recovery owners and canonical File/SQLite/PostgreSQL paths exist; the 2.0 normal-writer and unmigrated-read cutoffs are integrated, while complete recovery, applicable installed upgrade and D2/D3 evidence remain incomplete Migrate one real transaction/recovery lifecycle at a time, with semantic counterexamples before cutover/deletion. R1 correctness precedes migration volume. Require real backend, concurrency/fence, ambiguous commit, retention/export recovery, bridge costs and D1–D3 evidence
S3 Goal planning and multi-Agent collaboration · P0/P1 Vision/replan, peer frontiers, claim/lease, directory, manager_context and explicit continuation exist; general handoff/shared amendment remain incomplete R2 proves peer dependency; R3 closes parallel joins, pipelines, help/review, continuation and automatic return; R4 delivers one intent-preserving amendment class. Cover cycles, invalidated inputs, rejection/deferral, lease transfer, competing bases and aggregate acceptance
S4 Runtime/host/daemon · P0/P1 Attached/managed, Turn, broker, runtime connectors and Desktop repairs exist; registration does not establish executable capacity Qualify multi-Turn supervision for one real supported combination; restart/cancel/drain/stop retain work and fence old executors. Then expand host parity, unique service-profile ownership, clean installation and upgrades; show unsupported adapter capabilities
S5 Frontend, Lark and human interaction · P0/P1 Local chat, settings, proposals and partial Goal Channel verticals exist; Goal Overview, Tasks, the W1 work map, usage, acceptance readback and lifecycle stop ship as separate regions without one page owner; shared audience/session/work readback needs qualification One journey spans settings, work graph, handoff, blockers, cost, corrections, artifacts and return. Page: the Goal workspace composes that journey per Goal over shared typed projections: a persistent masthead with scoped Stop, vitals with one meaning per figure (named window and coverage, unknown is not zero), work grouped by owner, results and an all-work rail. M1–M2 come first, with concrete first-screen evidence in the PR description; authorized refinements need no repeated confirmation. Cases: reconnect/repeated-click/stale/original-route. Realtime IM reuses Chat/Turn: isolate independent conversations on one listener, then qualify ordinary DM onboarding, explicit role selection, busy-session admission, provisional progress, media and exact permission callbacks through the shared operational contract. Team: Live team workspace makes exchange, revision and original-coordinator continuation visible. Its Work-scale map track draws each Goal's typed Todo relations first (W1, the Goal workspace's Map lens), then live state and outputs on the same nodes. Then intelligent review, keyboard accessibility and a launcher-only command palette, bilingual terminology, actionable errors and offline degradation; interrupt only for actual decisions
S6 Materials, evidence, memory and learning · P1 Authority registry, material lifecycle/frontier, decision context, reward memory and turn recall exist; explicit project material packets and source-verifier gates are implemented, while private source initialization/Core binding and ordinary-conversation adoption remain unqualified; direction baseline and parts of attribution remain proposed Connect material revision→same-Agent read→decision reference→artifact/outcome. Expose expiry/revocation/source loss and forgetting policy. Handoff preserves decision-relevant summaries and authorized artifacts; qualify OpenViking/Obelisk as optional providers. Prove causal utility with controls, not relevance alone
S7 Budget, scheduling and fleet scale · P0 observation/P1–P2 expansion Quota/scheduler and partial usage aggregates exist; full provider cost, distributed reservations and hundred-Agent concurrency need evidence Separate configured budget, admission, consumption and estimates; unknown is not zero and replay cannot double-charge. R7 pagination/bounded summaries and complete-history transport, including refresh/replay/single-debit evidence beyond the RPC limit; provider/host limits, fairness, backpressure, event wake and isolation; report registration/activity/throughput and cost per accepted outcome separately. Receipt-backed semantic progress closes its original host Turn without completing an open/waiting Todo; File/SQLite guard replay preserves verified writeback when a later dependency wait changes the frontier and covers automatic quiet writeback during a receipt-owned retry, preserving independent work and monitor clocks. The typed full-source batch keeps receipt retry identity independently of the earliest wakeup, reconciles earlier retries with retained caches/hidden clocks, and keeps ordinary notices non-gating across earlier/equal/later monitors; File/SQLite replay and canonical readback qualify this source boundary. Full quota and TurnEnvelope retain the original executable settlement command and single debit. Follow the quota settlement contract. External-wait authoring now derives successor readiness from the locked Todo snapshot through the existing resume owner, covering completed dependencies and monitor generation fences without trusting display flags. File/SQLite CLI coverage also rejects an original Turn’s step write into a newly selected Todo, preserves that Todo’s step/CAS and dependencies, and settles the original writeback once. Recommendation consumers reuse the v0/v1 settlement identity owner: Todo-less replan rejects Todo-step editing with actionable recovery, while derived or explicit guidance preserves its original once-only settlement and monitor state. Source-qualified continuation, installed adoption, live Host waiting-state cadence/readback and fleet scale remain separate acceptance; this bounded repair does not qualify fleet scale or host latency. The bounded current-streak repair composes one typed Monitor expiry rule across status and Goal-frontier callers. File/SQLite Codex CLI readback preserves counters and pending work: expired/equal-time Monitors no longer cause a current-streak replan; active future-due and independent history triggers remain. Source behavior, installed adoption and full Goal/CI qualification stay separate.
S8 Capabilities, extensions and domain integration · P1/P2 Capability catalog, extension lifecycle, hooks, engineering/research/content/office capabilities and computer-use contracts exist First exercise the shared control plane with existing issue-fix/PR-review and material/research callers. Every provider has readiness/version/permissions/default-off/uninstall/rollback/isolation and real-entry evidence. New domain effects start with one simulated operation, not a marketplace or workflow DSL
S9 Identity, authority, privacy and trust · continuous P0/P1–P2 remote Public/private scope, capability gates, fencing and confirmation contracts belong to existing owners R1/R3 cover sender/audience/artifact scope and stale authority; R6 authenticates tenant/Goal/actor/host, rotation/revocation and least privilege. Qualify credential custody, untrusted tool/document inputs, dependency supply chain, audit retention/deletion and vulnerability response through real paths; roles/messages/memory mint no write authority
S10 Reliability, diagnostics and operations · P0/P1 Recovery/canary, read-only diagnostics prototype and DSH event adapter exist; C0/C1, overhead and full operations qualification are open Failure classification→observable state→recovery drill→regression prevention; process/storage/network/delivery failures and data growth. Accepted Chat requests must settle even when runtime preparation fails before dispatch; qualify missing runtime assets, stop races and recovery without replay under the shared conversation operational contract. A context/provider read returning after the stop wait must honor the persisted Turn and exact Session claim: no late provider dispatch or handoff, even when a fresh request has completed. A delayed queue recovery may release only the Turn claim it observed; it must preserve a newer active Turn and keep a closed Session closed. This bounded GQ08 repair does not certify upstream interrupt fidelity or effects already admitted elsewhere. Use bounded repair lookup and targeted diagnostics to reduce redundant reads above the provider boundary; measure backend-specific cold/warm reads, writes and lock waits separately. Freeze SLO/RPO/RTO/capacity/retention boundaries and measure before qualification. Lark transport backpressure and drain retain the App consumer lease; unpersisted buffered lines are not accepted work or completion receipts. Runbooks include upgrade, restore, stop and human takeover; test counts do not prove recovery
S11 Evaluation and scientific research · continuous P1/P2 research Benchmark toolkit, scoped Explore evidence and a dedicated Research reader are integrated; complete cost coverage, actual decision adoption and matched-study benefit remain separate gaps Pin native/passive/governed arms, model/harness/budget/task split and evaluator; report native scores, cost, failures, attention and uncertainty. Prioritize sequential evidence, continuation and stride; memory, formal kernel, curriculum/evolution, active experiments and multiscale state follow T01–T10 gates without automatic production treatment
S12 Release, developer experience and community governance · P0 hygiene/P1 Install/source validation, registration, DCO/PR, test layers, contributor routes and bilingual docs exist Qualify first work and upgrade/rollback from clean machines/release artifacts; host/OS support follows the release contract. Reduce localization/test/review effort for useful changes; preserve exact-head evidence, fixtures, compatibility, maintainer routing and contributor credit; retire duplicate protocols/stale evidence
S13 Adoption, ecosystem and sustainability · P1 discovery/P2 pilots Public adoption loop, showcases, licensing/governance and observer-first product contract exist; paid PMF is unproven Gather independent first/repeat usage and exit reasons; reproducible cases and pilots with fixed budgets/acceptance/rollback. Retain reusable adapters/delivery guides. Account for model/compute/storage/support and maintenance costs; only repeated demand justifies commercial hosting/support/distribution decisions, with no invented SLA or open-source-term change

S7 retry projection checkpoint. Receipt waits introduced after stored resume lanes were built also need the claim-scoped full selection source. Synthetic composition and real File/SQLite CLI replay cover a pre-existing wait lane, visibility limits, ordinary notices, current cadence floors and unchanged canonical waits/monitor clocks. Installed adoption and live host readback remain separate from this source repair.

S3/S7 administrative closeout checkpoint. #7117 also separates an accepted blocked replan from the preceding real outcome checkpoint. File/SQLite CLI readback and long/compacted history regressions retain the previous milestone or genuine gap without creating a new outcome obligation from administrative closure. Source coverage now includes notice/gate overlap, original-deadline recovery and fresh canonical unclaim/reassignment with each Agent's own Vision and clock. The complete affected CLI suite passes after canonical-fixture integration and original-Turn accounting checks; preserve the earlier failures and their base/head attribution. The follow-on refactor removes Python retry qualification and batches administrative/retry history facts through the existing TypeScript settlement owner for semantic retention and legacy status. It preserves independent outcomes, original clocks and historical microsecond expiry; malformed Turn identities no longer establish a positive retry proof. The periodic-history caller also respects the latest same-Agent accepted retry until its original deadline without resetting earned review counts. File/SQLite real CLI tests cover the threshold, independent work, real user gates and natural deadline recovery. Identical Explore guidance is referenced within the same CLI packet, preserving all clauses and standalone reads. Full-repository qualification, comparable full caller cost, installed adoption and measured long-horizon benefit remain distinct and incomplete.

The follow-on timer repair retains readiness at positive CLI work admission. File/SQLite reentry distinguishes an unchanged timer already due at admission from a later-authored wait, including one already due when read. Both preserve the original binding and exactly-once result settlement. The shared TypeScript owner checks microseconds; missing legacy facts retain conservative recovery. This source qualification adds no scheduler, historical receipt rewrite or installed/live-host qualification.

S5/S11 long-horizon progress design. The research measurement refinement and product reading journey connect native outcomes to research episodes, evidence and actual adoption. Research leads the method, baseline/window/cost rules and independent calibration; product refines one shared selection across the existing Goal/Live Team views. The next slices are read-only analysis with reproducible evidence bindings, then one packaged evidence-reading journey with source/access/recovery and comprehension checks. Keep design, scientific qualification, installed behavior and causal benefit separate. This proposal changes no stream priority, experiment budget, frozen treatment or scoring rule and must not block otherwise valid experiment preparation or the existing L1/R2 journey.

The author proposal #7233 connects the existing typed assessment's evidence-bound researcher synthesis to results → report → research history, with deeper comparison of explanations and proposed experiments, and preserves observed cost when output is rejected. Its packaged source/recovery and comprehension checks qualify that reading slice; independent scientific calibration, installed adoption and 2.0 release acceptance remain open. Proposed experiments are advice, not execution authority.

Unified contract and controller/executor delivery

The controller/executor RFC refines S2/S4/S6/S7/S11: one governed work schema replaces quota/Turn packet format choices. Its two-layer delivery design targets cross-host Progressive by default, independent Delta auto only on qualified hosts, and unread-material discovery from the current complete capture; explicit off and versioned migration remain protected. The optional controller model alone talks to Core; the executor receives natural-language work and materials, while existing host/Core owners retain identity, permissions, recovery and settlement. Session roles, execution modes, wake sources and benchmark arms remain separate axes. This is design direction, not shipped behavior or evidence of lower cost.

The controller session's intelligent mediation concentrates task choice, necessary material and result interpretation in that session. Deterministic composition and exact delta encoding retain their own owners. Qualify retained obligations and subsequent accepted work against the controller's added complete costs; query counts or text size cannot pass it.

C6/C8 also own the human interaction during execution product target: a busy executor does not block the controller conversation; meaningful changes prompt evidence-based reports and task-appropriate rich views, while feedback remains traceable into subsequent work and artifacts. Qualify quiet/deduplicated reporting, audience limits, accessible fallback and revision/stop/recovery races through existing session/request/projection owners. These are proposed outcomes, not current runtime qualification or extra gates on independent C1 work. Preserve single-session comparison first and include all reporting, presentation and human-attention costs in the later opt-in arm.

C1's caller cutover map includes quota emission, the direct Turn producer and the final native/structured host prompts. A common capture does not unify those consumers. Qualification checks source obligations through composition, reconstruction and actual final input; new-admission cutover stays separate from historical receipt replay.

The pinned packaged comparison qualifies C1 source/recovery behavior on real File/SQLite fixtures but records larger cold/output bytes and an open standalone numeric hash boundary. Preserve that counterevidence and the original outcome/full-cost gate; a working saved-file delta or once-only receipt does not establish long-horizon benefit.

The context-delivery guide explains current behavior and a minimum two-model comparison. Deliver documentation first; within C1/C2/C9, qualify a declared DeepSeek model and a declared strong model against the original quota path under matched conditions and complete costs. Then qualify reversible adoption and release of a supported profile before a broader default recommendation. The reference's existing Codex-scoped default remains current behavior, not proof of model benefit. Mixed or regressed model results retain scoped opt-in or explicit limitations. Retire only named replaced producers/consumers after actual migration, historical-reader compatibility and rollback evidence; keep full snapshots, integrity, authority, identity, stops and recovery. A guide, Codex-only adapter or shorter output does not pass the model/default gate. This sequence neither blocks independent authorized work nor starts experiments.

Use that RFC’s C1–C9 task/deletion map within the existing work streams: first qualify unified single-session inputs, then role binding and shared lifecycle, replan/result authoring, executor exchange, benchmark reuse, packaged App readback and retirement. Qualify both the App heartbeat journey and the actual benchmark consumer; managed Codex can carry an implementation but proves neither by itself. Reuse active context/recovery work. No new Goal, scheduler, parallel roadmap, benchmark launch or default promotion follows from these task entries.

The RFC's responsibility-convergence handoff adds source-backed C3/C4/C7/C8/C9 packages for shared managed-operation flows, binding callers, continuation, worker/settlement adapters and conditional old-path retirement. Choose among contract delivery, simplification and other current work from the global outcome and evidenced bottlenecks, not package order or a fixed Agent lane; coordinate in-flight ownership without duplicating it. Reuse existing owners and delete replaced rules in real callers. The audit also records already-shared code and distinct lifecycles that must not be merged by appearance. Packages are claimable slices, not a fixed PR count or new controller prerequisites; runtime delivery and qualification remain open.

Current priorities after research and acceptance integration

This checkpoint is pinned to main 5550e91bab (2026-10-23). It reconciles public source delivery, not private experiment results or fleet qualification. Prioritize completing these existing paths over adding another controller or metric store:

Path Integrated boundary Next decisive outcome and existing owner
Retained intent · S3/R4, S5 Repeated reviews retain declaration origins; declaration/review capacity and recovery are separate; complete Goal narrative avoids generated Todo duplication. #7035, #7056, #7057, #7069 Goal/acceptance and product owners qualify a correction reaching the responsible Agent, changing or justifying subsequent work, and satisfying the retained requirement. Review evidence is not a new declaration origin or independent acceptance.
Evidence reaches the decision · S6/S11 Task-focused ordering, version-aware comparisons and recovery of paged findings/full linked tasks are integrated. #7053, #7077, #7084 Explore/research and product owners qualify source → delivered evidence → actual next probe → attributable artifact/result. Start with shadow observation; preserve justified continuation, negative evidence and unknowns before considering opt-in enforcement.
Interpretable results and cost · S7/S11 Unfinished-turn usage requires explicit observation mode; partial native scores do not establish completion. #7054, #7072 Benchmark/usage owners qualify request, compaction and retry coverage, then compare matched outcomes and full marginal cost through the existing measurement model. #7087 is a proposal at this checkpoint, not integrated coverage or billing qualification.
Trustworthy validation · S10/S12 Ordinary reads require canonical authority; explicit import/recovery remains available. #7032 Repair stale synthetic consumers through existing real-provider fixtures, retaining behavioral assertions and unmigrated refusal. Attribute failures on the same base/head workload; required full-suite failures remain holds. Do not restore fallback, relax budgets or rerun healthy matrices to manufacture readiness.

First restore a failing validation path that blocks the selected delivery; advance the source-to-decision journey with its existing owner rather than waiting for unrelated RFCs. Then compare accepted outcomes and full costs. Late verified gains are a positive signal of remaining useful headroom: retain the best valid artifact and test continuation against a credible alternative. A flat interval alone is not a stop rule; this signal neither extends a budget nor establishes a causal advantage. The research RFC owns that comparison.

Important Areas Outside RFCs and Their Owning Sources

These directly determine whether a long-running team is usable. A directory or README provides an implementation/contract entry, not installed readiness; read availability from loopx capability list/show and the selected release.

The execution, exploration and correction integration guide connects S3/S4/S6/S7/S10/S11 through existing Host, replan, Explore and acceptance owners. Its source comparison covers existing feedback, scoped wake, managed native Goal, contract acceptance and source-replayed Explore pages; Direction M1 remains a pure candidate builder. Live adoption after current-basis recovery, whole-Goal requirement coverage and runtime benefit remain separate qualifications in the existing milestones; there is no parallel delivery program.

Area and existing entry Streams Next requirement in this roadmap
Goal Vision/replan, work graph, peer runtime, supervisor S2/S3 Exercise dependencies, replanning, acceptance and handoff in one real case; aggregate closeout consumes acceptance facts
Quota, cadence, attention S5/S7 Budget exhaustion, deferral and blocking expose next triggers/readback; scale without frequent full-state polling
Material lifecycle, material frontier, authority registration S6 Agents discover roadmap/RFC revisions and record reads; reading grants neither agreement nor authority; archival preserves raw-source ownership
Decision Context, Reward Memory, Semantic Preference, Turn Recall S6/S11 Distinguish facts/preferences/advice/attribution/authority; scoped recall, expiry and outcome-feedback counterexamples first. Start review learning with the #5944 Git-owned experience: preserve machine and maintainer-directed frames, deliver qualified advice to the explicitly opted-in review Agent, then verify current-head adoption and useful review outcomes. Context delivery closes no quality/utility gate; held-out false-blocker, cost and attention controls follow the existing utility RFC
Issue Fix, PR Review, Change Quality, Integration Branch, Change Window S8/S12 Engineering caller: issue→implementation→independent review→validation→authorized delivery; source-head drift invalidates old evidence
Explore, Benchmark Toolkit, auto-research S8/S11 Second collaboration journey: question/hypothesis→parallel experiments→independent interpretation→successor; no uplift/failure remain valid outcomes
Content Operations, Periodic Report, office operations, domain packs S5/S8 Public-safe projections feed sinks; separate drafts/review/publish authority/outcomes; generic sinks do not depend on project-private documents
Extensions, runtime catalog, host surface, skill delivery S4/S8/S12 Minimal adapter examples match registration readback; test compatibility/upgrade/disable/uninstall; host skills are not another kernel
Computer Use, operator credentials, private boundary S8/S9 Qualify actual host restrictions and sensitive-operation grants; external text cannot escalate authority; isolate and bound screenshot/log/credential retention
Testing/quality, CI impact, source correctness, release readiness S2/S10/S12 Independent expected semantics, real backend/install entry, negative/mutation cases; control validation cost without treating skipped checks as passed
Install, newcomer path, design, user guide S1/S5/S12 First-value path, error recovery, supported platforms, accessibility and bilingual consistency; existing design/first-screen review for UI changes
Public adoption, scenario gaps, SaaS assessment, licensing, governance S12/S13 Traceable public outcomes/failure feedback; independently qualify commercial hypotheses; existing license/credit/community-authority policies remain authoritative

Lark personal follow-through applies the manager RFC to S1/S5/S6/S8/S9. Common grants, continuation and return use manager acceptance; the profile retains source interpretation and evaluation. The independent proposal is consolidated; the installed private desktop journey remains unqualified and closes no existing gate.

The bounded S6/S8 source-reading slice provides a read-only MCP adapter for an existing Ego Page: rendered text, image indices and one indexed rendered image region within configured origins and an exact URL fence. It creates no Session, material authority or browser service. Text/image navigation now has a bounded semantic-content readiness check scoped to primary semantic content rather than an ancillary sidebar article; navigation text alone cannot satisfy it, busy content ancestors still delay extraction, and image reads accept loaded visible pixels without requiring a caption. One native Bot text round read the observed article through its final paragraph and returned streamed progress and the answer in the original conversation; its first-answer latency remains unqualified. Native Bot single-image consumption has also been observed, but neither proves all images or the referenced primary post. Source capture, verification walls, truncation, unloaded images and optional provider setup keep their separate acceptance boundaries; this slice does not close the materials journey.

The bounded S4/S5/S7/S8/S12 ZCode native CLI provider adds explicit binding, model selection, start/pause/resume/stop and live readback through the existing CLI and Goal detail drawer. It reuses Core Goal/Agent identity and quota admission/revocation, isolates the managed session and keeps the skill facade as default. Packaged recovery now exercises one real API, bridge and persistent journal owner with a vendor-protocol substitute; matched shared-off observations preserve schemas, user text and durable effects. This qualifies that bounded recovery path; per-call hard budgets, live billing, Desktop attachment, Automations and multi-Agent acceptance remain separate. This closes no G1 or fleet qualification gate.

Automatic dispatch now has a concrete provider checkpoint in the session pause/resume boundary: Pi and OpenCode fence pre-pause checks; OpenCode 2 gates initial dispatch; Core stop and validated closure disarm provider continuation. Codex Goal Chat verifies pause readback and rejects late input delivery; Codex App prompt modes preserve one-attempt stop/verification and unresolved-stop handling. Controlled adapter, filesystem and CLI qualification remain separate from installed host stop latency and App-owned heartbeat shutdown. Existing dependency waits retain their owner. The same chain now rejects malformed external-worker admission, delivers current source context, and routes correction through the existing typed replan owner; prompt wake counts no longer authorize replan or self-pause. Source delivery and recorded decisions still do not establish model adoption or correction benefit.

3. Portfolio Milestones, Resource Ordering and Completion

S streams describe ongoing ownership, G milestones qualify a product combination, and R cards specify the current core implementation slices. These are cross-references, not a runtime state machine. Progress is evidence-gated rather than date-promised. Changes in capacity or business priority update canonical Todos rather than assuming every stream starts simultaneously.

Milestone Product exit Required streams / core path
G0 Trustworthy baseline Discoverable behavior/defaults/qualification; reproduced lost commitments, stale basis, empty success and partial commits repaired with regressions; release-artifact single-Agent loop and unknown costs visible S1/S2/S7/S9/S10/S12; R1. Merging this roadmap does not complete it
G1 Small-team delivery Steward and 2–3 long-running LoopX workers complete two real collaboration cycles with dependent artifacts, peer handoff, recovery, owner correction and independent acceptance; single-Agent path preserved G0; S3/S4/S5; R2 plus minimum existing R3 path, without waiting for general migration/new store
G2 Recoverable collaboration workspace General peer requests/review/return, session continuation and material/direction lineage; frontend/Lark consume the same facts; local durable profile passes applicable qualification G1; S2–S7/S9/S10; R3/R4/R5. D3 and other explicit promotions remain separate decisions
G3 Shared local/cloud work Two real hosts including cloud; authenticated scope, revocation, network failure, shared budget and returning-worker fences; recoverable cross-host dependent artifacts and returns Relevant G2 contracts; S3/S4/S7/S9/S10; R6
G4 Hundred-Agent qualification Active cohorts 10→30→100+ meet frozen throughput/latency/cost/recovery SLOs; macro-goals converge through direction changes without steward message bottlenecks G3; R7; S5/S7/S10/S11. A hundred registrations are insufficient
G5 Repeatable adoption and ecosystem Independent install/reproduction/upgrade/export/rollback; verified engineering and knowledge/research journeys; recorded support costs, maintenance ownership and pilot outcomes S8/S10–S13 start alongside G0; bounded adoption need not wait for G4. Commercial services require additional operational/licensing boundaries

First resource ordering: complete R1 commitments/recovery, then qualify G1. One adjacent TS transaction/delivery repair and one read-only diagnostic/material qualification slice may prepare alongside it without hiding P0. Each implementation slice has one primary owner/outcome and explicit dependencies. Work in progress follows actual review/validation capacity rather than filling a board to match Agent count.

Pause/downscope when a design duplicates authority or widens defaults, real-backend qualification is missing, rollback is not independently possible, cost/attention grows uncontrollably with scale, benchmark integrity fails, or users cannot explain work and blockers. Preserve facts/receipts, stop affected new admission and repair rules or reduce the cohort. Do not weaken acceptance, remove failed samples, refresh test expectations or rename a stage into completion.

Near-term local-agent product and launch

Planning revision: 2026-09-20; proposal, not a release qualification. Make the native route approachable as an open-source personal Agent that uses an existing local Agent to carry work through to a checkable result. Start with developers and research-heavy users who already have a supported Agent login. One persistent steward is the entry; specialists appear when useful. This is a bounded S1/S4/S5/S12/S13 delivery of G0/G1 and early G5, not a third runtime, another roadmap, or a prerequisite for the observer-first route.

“Make your local Agent work like Grok Bot or Muse” is a useful comparison hook. The primary promise should be “Give your Agent a goal. Come back to the work.” Use the comparison with the precise supported scope, not “full open-source replacement”, model equivalence, free inference, guaranteed unattended success, or an implication of affiliation. Local orchestration does not mean offline inference or that providers never receive task data. Background work requires an available execution host; closing a browser is not shutting down a laptop.

Research basis and product decisions

Sources inspected on 2026-09-20; vendor descriptions are stated, not tested.

Direct source Relevant observation LoopX decision / remaining limit
Grok Bot product and launch Vendor describes persistent cloud teammates, shared tools, handoff and returned work Adopt conversational delegation and visible returned artifacts; local availability cannot inherit the vendor's cloud 24/7 promise
Meta Muse announcement and design rationale Vendor describes a persistent main chat, Goals, meaningful proactive updates, rich artifacts and explicit action controls Make one steward and first useful outcome primary; use deterministic controls for consequential actions and progressive disclosure for tools
Original X comparison One user's account favors Muse's integrated experience over configuring components Treat as a productization hypothesis, not comparative performance evidence; test first use independently

The X post was inspected through Ego Lite. Official pages were read; no signed-in product run or complete demo video was tested. The Muse design page timed out in the browser; its article was available through web retrieval. Do not infer actual reliability, privacy equivalence or conversion rates from this investigation.

One first-use journey and one flagship result

  1. Install the released package using the existing installation owner; open loopx dashboard. Diagnose Python/Node, the host login, selected model/profile and tool readiness in place. A package install alone is not a ready Agent.
  2. Guide explicit configuration of eligible runtimes, model accounts, tools, budgets and authority. Honor the user's explicit intent; the Agent chooses and allocates eligible routes within that scope. A pinned steward/Chat profile is binding, while an authorized flexible pool permits autonomous selection. Codex and Ark are configurations, not universal preferences. Surface the effective choice; never copy credentials, migrate old sessions or silently fall back outside authorization. Missing readiness offers a concrete repair. Credentials are machine-owned; member allocation and requester grants are Goal-owned. The mixed-team showcase must reuse configured runtimes with adjustable member counts, show exact resolved models and interpreter readiness, and qualify dependent artifacts through independent acceptance and adoption before presenting a one-action launch as release-ready.
  3. Give the steward a real task without first constructing a team or learning Goal/Todo/Turn vocabulary. Preview relevant scope, outputs and resource limits; routine already-authorized reversible work proceeds without repeated cards.
  4. Deliver a sourced research brief from public documents. Add a contradictory or newer source, show an independent objection, the exact revision and check, then the requester's adopted synthesis. The first single-Agent result must remain useful even when team execution is unavailable.
  5. Return the artifact and the next meaningful decision to the original conversation. Inspect evidence, change direction, pause or stop the named execution scope. Reopen the browser and recover context; stale/disconnected work remains explicit. Proactive updates require a material change. A returning owner sees the same result, decision and scoped Stop on the Goal workspace page, plus the since-last-look delta from its M3.

Use this same episode for the product, a reproducible public sample and the launch film. Domain-specific research can build on it without making financial recommendations or transaction authority part of the generic kernel. Engineering issue-to-reviewed-patch is the next already-owned use case, not a second blocker for the first research preview. Lark is an optional later transport using the same session, audience and result owners; first local onboarding must not require Lark configuration. CLI readback remains part of every claimed local journey. Merged #4814 advances this optional S1/S5 entry: manager and Goal Lark cards share one canonical team-plan decision, authenticated delivery bindings and retry recovery. Qualify real dual-card interaction separately; assignment is not execution, adoption or a completed research journey. Keep readable results and local first use on the critical path, then connect that proven journey to the optional Lark entry.

Delivery order, owners and release claims

Estimates are elapsed working time from a staffed start, assuming one dedicated engineer with Agent assistance, shared design/QA support, daily maintainer review, one macOS + Codex configuration, available model usage and authorized test tools. They are planning ranges, not measured velocity, SLAs or a promise of all-host support. A missing dependency moves the date, not the acceptance bar.

Stage / cumulative target Complete work and existing owner Exit / permitted claim
Narrative and storyboard · 2–3 working days S1/S5/S13: one audience, one task, first-screen design, 60–90s script, bilingual copy and public evidence plan Reviewable polished draft; label concepts and replays. No runnable-product claim
Recorded product preview · 5–7 working days R2/R3 + S5: reuse merged collaboration and host-tool authorization, run one reproducible L1 correction; refine the actual result and evidence view Packaged frontend plus CLI show exact-version objection/revision/acceptance/adoption, intervention and scoped stop. Record an actual run; no synthetic activity presented as live
Focused public alpha · 2–3 weeks S1/S4/S12: release-package onboarding, intent-respecting steward/Chat selection, readiness repair, single-Agent fallback, restart/reconnect and useful result return; S5 supplies focused team view Freeze five independent clean-install attempts before testing; at least four reach the first useful result without maintainer shell intervention, all failures retained. G1's two real cycles must pass before advertising continued team collaboration
Repeatable beta / full launch kit · 4–6 weeks S4/S5/S10/S12/S13: upgrade/rollback, revoke/unavailable/quota recovery, pilot-driven UX, measured cost and support; qualify optional Lark separately At least three independent users repeat a task on another day; publish denominator, interruptions and limitations. Each advertised platform/transport has its own release-artifact evidence

Suggested alpha usability targets, to freeze before recruitment: setup within 10 minutes after documented prerequisites and authentication; first useful artifact within 15 minutes for the bounded sample task at a declared budget. These are proposed targets, not current performance facts. Report both complete onboarding time (including prerequisites/login) and the post-readiness interval; authentication or environment failures stay in the funnel. A small pilot is feedback, not statistical reliability or product-market fit.

The independent App first-use/repeat-use protocol prepares the five-slot freeze sheet, ordinary GQ01 handout, independent oracle and separate onboarding/result/attention/cost observations. It reuses existing optional first-run/usage-story intake and keeps failed or absent trials in the denominator. This is preparation only: execution waits for a qualified pinned package and consenting participants; no cohort result or recruitment is claimed.

The critical path is usable evidence presentation → a reproducible real episode → packaged first-use repair → independent reproduction. As of 2026-09-21, #4762 and

4811 are merged; #4811 records native Codex MCP execution and a real-model

correction lifecycle. The earlier MCP approval block is resolved. This evidence does not establish a released first-use journey, two continuing cycles or a polished launch film. Reuse those owners and canonical Todos; qualify the actual release package and record the episode through its frontend before publishing. Never disable approvals globally to obtain a recording.

The first launch does not wait for hundred-Agent scale, a new state provider, full 3D, all hosts, mobile-native shells, a connector marketplace, payment/booking or teach-by-demonstration automation. Those retain their existing owners and independent demand/qualification. Do not divert R1 reliability work to them.

Presentation and launch assets

The signature moment is the conclusion changing because a peer found better evidence. A precise command surface holds conversation, result and decisions; stable spatial stations and event-local motion make the exchange legible. Show before/after claims, cited sources and the accepted adopted version. Keep one focal event, an accessible list, reduced motion and honest quiet/failed states. No ambient animation or Agent count substitutes for work. Follow the existing design contract; actual public first screens follow the repository first-screen evidence rule, with the concrete viewport in the PR description rather than a routine extra approval round.

Prepare one consistent kit: a 60–90s real-run film with disclosed time cuts, a 15s excerpt, three annotated product screenshots, an accessible replay marked historical, bilingual launch article and short social draft, one install/try path, a supported-version/cost/privacy/availability FAQ, and a public-safe sample with expected output, correction input and recovery steps. Draft these alongside implementation, then replace placeholders with qualified evidence. Present the user's request, returned result and correction first; configuration details belong in setup help. Take the product screenshots from the packaged Goal workspace once its M1–M2 slices ship: masthead and vitals, work by owner with one decision, and a returned result with its separate acceptance state. Its composition study stays labeled synthetic and cannot substitute. Publication is separate from preparing the kit.

Each release sentence must trace to the tested package/version, entry point and user-visible result. “Open source” describes LoopX under its existing license; models, paid usage, third-party connectors and hosted infrastructure keep their own terms. No license change, public post, live service provisioning or permission expansion follows from this roadmap revision.

Cross-Domain Measurement and Validation

Dimension Shared definition Minimum evidence
Outcomes/convergence Accepted-outcome rate, Goal closeout quality, invalidated-artifact rework; separate no uplift, failure and unknown Independent verifier/acceptance owner; complete failure denominators, Goal/input versions
Collaboration/continuation Adoption latency, dependency waits, first useful action after handoff, original-route return fulfillment, duplicate protected effects Request/work/artifact/receipt lineage; refusal, source loss, interrupted replay and old-lease counterexamples
Human attention/UX Time to first useful outcome, interventions/decisions per accepted outcome, time to locate blockers Real local/Lark journeys, explicit authority boundaries and untested entrypoints
Resources/scale Host/provider concurrency, queue p50/p95, successful throughput, tokens/cost/storage, cost per outcome Separate observed/estimated/unknown and registered/active; frozen load/budget/price source/sample window
Reliability/security Stale/unauthorized rejection, duplicate effects, RPO/RTO, recovery latency, isolation/deletion results Fault injection plus isolated real backend/hosts; restore and credential-revocation drills
Engineering/adoption Compatibility/upgrades, module/bridge simplification, reproduction time, independent first/repeat use, support cost Released artifact rather than source alone; redacted traceable cases/feedback; installs do not establish PMF

Do not invent unmeasured performance targets. Before each experiment/pilot, its owner freezes thresholds, baseline, budget, stop conditions and evidence scope. A post-result threshold change belongs to a new experiment. G4 correctness requires no duplicate protected effects or stale/unauthorized commits; performance and cost thresholds require separate measured qualification.

Operational status used by post-writeback sinks must stay distinct from repository publication audits. A Goal Channel gate decision still reads current Goal and quota state, but a repository-wide public-boundary scan belongs to explicit loopx check/premerge validation, not every refresh-state notification attempt. The local status APIs already use this separation. For the next long-history qualification, measure the full refresh-state and quota spend-slot paths separately: lock wait, history/receipt readback, state projection, optional sink work, and result delivery. Keep the required authority and privacy checks; optimize repeated reads only with equivalent positive, negative, retry, and stale-generation outcomes. A fast sink no-op is not evidence that long-history status and quota admission meet G4 SLOs.

4. Every RFC: Ownership and Next Step

This maps the primary RFC inventory through the date in the header, counting language mirrors once. The architecture status still uses the separately named audit baseline. Accepted, partial, research and Held directions remain visible without making every row active work. Status is based on RFC/reference inspection and selected source checks; full runtime qualification of every subsystem was not performed. Section 8 records the focused audit.

RFC Stream Current boundary Next slice / acceptance
Complete State Recovery and Controlled Reactivation v0 S2/S10 Accepted design; backup create and configuration-only isolated recovery exist, complete-state verify/reactivation do not M1: readable inert audit in Settings/Capability Center with owner/next action and no live authority; M3: recover one packaged local File/SQLite Goal, continue unfinished work, and record recovered/lost work, human cost, holds, owner reuse, and zero protected duplicate operations
Composable State Machines and Recovery Verification v0 S2/S3/S10 Design only; local conformance is reusable evidence P1: one typed boundary, then ownership/writeback/settlement fault sequences and conditional progress; production entrypoint and real-backend evidence
Agent Loop Effect Interpreter S2 Accepted; core implemented, adoption continues P0: reuse effect/recovery, cover R1 partial commits; retain domain-local replan ACK
Controller / Executor and Unified Work Contract S2/S4/S6/S7/S11 Design only; schema cutover and dual-session behavior unimplemented P1: C1–C9 converge one contract, exact differential context, role binding, shared lifecycle and benchmark/App adoption; require independent outcomes and complete costs before default promotion
TypeScript Control-Plane Migration Direction v0 S2 Accepted; whole-transaction migration active P0/P1: R1–R4 hot transactions first; T0–T4 caller/deletion/cost evidence; no full rewrite prerequisite
Semantic Vocabulary Convergence and Commit-Time Drift Checks (v0) S2 Accepted; registry/inventory/drift and subsequent typed slices exist P1: converge by semantic role and active producer/consumer; no name-based enum merging; review schema changes separately
LoopX Shared Control-Plane Authority and Pluggable State Providers (v0) S2/S3/S7 Accepted; stores, local transactions and service-admission foundations exist P1→P2: R5 local D1–D3, R6 authenticated hosts; real backend/soak/recovery before promotion
Shared Goal Alignment and Governed Amendment Protocol (v0) S3 Accepted; Stage 1/2 and bounded local root/template commit; generic adoption incomplete P1: #3836 governed acceptance amendments and peer adoption; R4 CAS/lease impact, conflicts and lost-response receipts
Goal Direction Baseline (v0) S3/S6 Accepted; material read-model proposal P1: #2831 direction-material revision to acceptance basis linkage; same-Agent/current-revision fixtures
Goal Artifact Lifecycle Projection (milestone / guard / next-transition) v0 S3/S5 Accepted; read-model proposal P1: derive milestone/guard/next transition from typed facts; no process engine
Capable Agent Manager and Semantic Work Handoff (v0) S1/S3 Accepted; shared request assessment/Core-link context and scoped worker linking qualified; M1–M4 not fully qualified P0→P1: owner → steward → managed Agent authority inheritance, receiver-owned planning, actual work and original-route return in R1/R2 real teams and R3; continuation matrix and A1–A20. An authorized steward group retains its owner's managed read/effect scope; do not reduce it merely because the entrypoint is external
Manager runtime profile v0 S1/S4 Accepted; private Codex profile exists, general qualification incomplete P0: real tools/session/recovery and scoped authority; runtime labels do not qualify behavior
DSH / Pi: L1 Observation and Managed Runtime Selection S4 Selection record; bounded runtime/team-card evidence P0: R2 on qualified bindings; qualify harness/model/profile/host separately, not from one smoke
Explicit Todo continuation: Stage A S3/S6 Stage A shipped; filename does not imply general memory substrate P1: R3 reuses prepare/inspect/adopt; retain same-host/unleased limits until replacement qualifies
Agent Session Execution Modes (v0) S4 Accepted; partial attached binding/broker/fence P0→P2: one executor per binding, managed supervision, then cross-host admission; no implicit mode changes
Single-Owner Local Daemon (v0) S4/S10 Accepted; Desktop ownership repair does not establish loopxd P1: service-profile owner/readiness/drain/restart for one composition; no second scheduler
LoopX Desktop Execution Frontends v0 S4/S5 Accepted; attached/managed/UI foundations, full journey unqualified P0→P1: packaged settings→binding→team→correction→recovery→return; retain direct worker conversations
Goal Channel Collaboration v0 S5 Accepted; partial Lark vertical shipped P1: qualify team card/return/idempotency/audience; distinguish Goal channels from Agent session bindings
Provider-Neutral Turn-Start Inbox Hook v0 S3/S8 Implemented with explicit configuration P0 hardening: bounded read→semantic triage→ACK/replay; preserve default-off and private provider cursors
Provider-Neutral Post-Writeback Capability Hooks v0 S3/S8 Accepted; first periodic-report vertical implemented P1: R3 return/successors reuse durable intent; isolate hook failure, no primary-transaction coupling/direct effects
Agent IM, LoopX, And OpenViking Collaboration v0 S3/S6/S8 Accepted; three-owner integration unqualified P1/P2: separate IM delivery, LoopX work authority and OV context; reconnect/revoke/source-loss cases
External Evidence Research Capability v0 S8/S11 Accepted; typed Core/CLI implemented; bounded host-method and public-scope connector reuse exercised P1: qualify provider revoke/failure/recovery, authenticated scope and real frontend/Lark delivery through the existing shared projection
Automatic Execution Admission v0 S7/S2/S4 Accepted; typed local policy/admission and M3 settings candidate, host promotion pending P0: App floor/schedule readback; M3 ordinary single-Save settings with optional notes, inheritance/conflict/readback acceptance; next-eligible/wait parity and M2 host/hook qualification remain separate
Per-Goal Usage, Token, and Cost Surfacing v0 S7/S5 Accepted; Codex aggregate/cost display slice exists P0 observation→P1 provider coverage: unknown is not zero, deduplicate accounting, price source/freshness; usage grants no budget
Intelligent Review and Dynamic Presentation Surfaces v0 S5 Accepted; action/attention verticals and local delivery-chain/acceptance review implemented P1: cross-channel disclosure and governed amendment/settlement review; local visibility does not qualify G2
Goal Workspace Surface v0 S5/S7 Accepted; composition proposal over shipped Overview, Tasks, W1 map, usage, acceptance readback and lifecycle stop P1: M1 persistent masthead with Stop readback and vitals with normative window/coverage/unknown semantics; M2 work by owner, all-work rail and shared selection. First-screen evidence in the PR description before default adoption; no new authority, Todo field or lifetime usage
Human Attention Wishlist v0 S5/S11 Accepted; Held P3: reopen only on repeated second real need; sidecar cannot alter gates/quota/scheduling
Human-confirmed domain operations (v0) S8/S9 + R2/R3 Accepted; canonical operation seam exists, managed native transport under owner review Qualify source-context vs admitted-executor separation, exact human approval→one-shot consumption→domain evidence→original-route return; owned Turn/delegation need not await Desktop authentication. Live approval/effect/wakeup remain unqualified; finance provider stays separate
Provider-side authorization at effect acceptance (v0) S8/S9, supporting S2/S4 Accepted design only; no runtime integration or qualified provider M1: controlled provider and deterministic revoke/crash/replay conformance; strict production wiring remains gated by exact Goal lifetime, receipt retention and independent provider qualification
Research Exploration Control Plane v0 S11/S3 Accepted; partial M2 composition/successor; §11.5 result/adoption refinement proposed P1: one real provider result -> scoped interpretation -> adopted step/successor, exact lineage/shared write gate and packaged readback; qualify shadow before opt-in, retain composition gaps; defer inference and M4 portfolio ranking
LoopX × LayerFS Engineering Exploration and Evaluation v0 S4/S8/S11 Proposal; no integration or benefit claim Bounded experiment: real environment fork/handoff/clean export, then matched warm-worktree and control-policy comparisons; preserve existing research-state/authority owners, count complete cost and negative results; no new priority or default
Hierarchical Agent Stride Control v0 S11/S7 Accepted; M1 observation and source-level replan decision followthrough; adaptive policy/continuation unqualified P2: §7.6 mechanism/evidence scope review -> actual probe/adoption/full cost; §7.7 same-state continuation and recovery before adaptive promotion. Preserve per-Turn settlement and authority; no forced-hour pivot or default cadence change
Goal-scoped Capability Portfolio v0 S1/S3/S6/S8/S11 Accepted; read-only settings/context inspection slice P1: correction→fresh-session decision across existing owners, then demand-driven composition and measured method evolution; no universal memory database or second opt-in
Post-Outcome Memory Utility Attribution v0 S6/S11 Accepted; Stage 1 verified-outcome binding P1 read-only reducer→P2 pilot: distinguish recalled/applied/utility, no automatic ranking change
Obelisk Session Evidence Provider v0 S6/S8 Accepted; optional read-only evaluation P2: explicit gap recall with resolvable provenance/access, off-path parity; no work authority
Frontier Science Research Program v0 S11 Accepted; ten-track research proposal P2: sequential evidence/continuation/stride first; T01–T10 use existing owners and frozen experiment/promotion gates
Long-Horizon Harness Benchmark and Research Program v0 S11 Accepted; active research program P1 ongoing: native ALE/LHTB/DeepSWE outcomes, matched arms/cost/recovery; research runners outside product runtime
Benchmark Study Upload and Dashboard Projection v0 S11/S5 Accepted; manifest/upload projection proposal P2: compact public-safe study→readback; native score authority; explicit upload opt-in
Long-Running Agent Reliability Diagnostics and Governed Delivery v0 S10/S13 Accepted; default-off L1 prototype/DSH event adapter exist, P0 unqualified P1: C0 adapter fidelity/C1 non-interference/overhead; then L2 advice/L3 seams/L4 adoption

The shared-authority evidence companion belongs to S2/S10 backend/soak qualification. The template and index are S12 maintenance contracts, not additional product capabilities. Every new primary RFC adds a row; retirement/merger preserves a successor pointer. Historical filenames never raise delivery maturity.

5. Multi-LoopX-Agent Architecture and Collaboration

flowchart TD
  UI[Local frontend / Lark] --> M[Persistent steward Agent]
  M --> C[Shared requests / assessments / results]
  C --> K[TS Goal / Todo / lease / quota / effect owners]
  K --> A[Selected authority provider]
  K --> H[Managed supervisor / attached adapter]
  H --> L[Local Agents]
  H --> R[Cloud Agents]
  L --> K
  R --> K
  K --> C
  C --> O[Durable outbox / audience projection]
  O --> UI

This is the target dependency graph, not a claim that every seam exists.

Boundary Owner / placement Forbidden substitute authority
User intent and shared amendment Alignment RFC's Goal intent/amendment owner Chat summary, plan digest, manager persona or provider revision authorizing an amendment
Work, dependencies, claim, lease, quota and terminal state Existing typed control-plane bounded contexts Manager task DB, Python decision mirror or host-local work truth
Request, receiver assessment and result relationships Collaboration boundary converged from manager_context; shared by manager→worker and worker→worker Treating sent as adopted/completed or copying the Todo state machine
Processes and sessions Session mode plus actual host adapter/supervisor Presence-based takeover or implicit managed/attached switching
Persistence and cross-host admission AuthorityStore and selected provider/service Agents writing databases directly, or placing arbitrary Goal state in the coordination head
Presentation and return Packaged frontend, Lark adapter and existing outbox Independent frontend/Lark copies of plans, permissions or execution truth

This change adds no capability/provider. R1/R3 should extend existing work-items/collaboration ownership; runtime profiles reuse manager_runtime, executor choice reuses steward_executor, and sessions reuse the current controller. Independently distributed cloud adapters belong in extensions/packages; generic registration/lifecycle belongs in loopx/extensions/. Each implementation PR records its placement rationale first.

Steward coordination permits logical goal decomposition, priority suggestions, delegation and synthesis. peer_v1 does not prohibit that product role; it prohibits the role conferring unilateral writes, preemption or elevated authority. Macro-goals spanning Goals use existing Goal relationships and scoped requests. Where cross-Goal dependencies or aggregate acceptance lack an owner, deliver a bounded contract with a real caller first, not a global scheduling DSL.

The lead may be an existing attached Agent or a managed Agent; an authorized worker can coordinate another level through the same operations. Separate Agent creation/reuse, session attach/start, communication and work acceptance. The session RFC owns this common lifecycle and the single continuation owner per binding; the frontend RFC owns inbox/queue/steer delivery, and the handoff RFC owns receiver adoption and hierarchical return. These are proposed integration requirements, not a new runtime, provider guarantee or permission default.

Agents choose and revise the work graph. Generic host services enforce admission, dispatch, budget and recovery without encoding business phases. Qualify local and cloud managed work against one governed Turn contract first, while retaining native Goal and same-session driver profiles as distinct qualified paths. A team's total resource allowance is not copied to each child coordinator.

The next R2/R3 integration should qualify one reusable contract chain, rather than add more coordinator-specific tools: effective profile/context resolution and registered/resident/active readback (session RFC); request identity independent of creation ancestry and recoverable requester results (handoff RFC); and delivery intent independent of wake admission (frontend RFC). Reuse current operation, request, ingress and outbox owners. Prioritize sibling requests, coalesced inputs, interrupted/no-answer members and result-commit versus notification restart races before residency optimization. These are proposed acceptance refinements, not new runtime guarantees or changes to G1–G4 gates.

The next reusable conversation checkpoint, with the steward as first adopter, is the original conversation itself: a question receives a proportionate, readable result; genuine work events remain inspectable; stop and correction affect the right Turn; a substantive request reaches a context-affine active Agent; and its assessed, evidenced conclusion returns to that same frontend or Lark audience. The presentation RFC §8.8 owns the shared interaction; manager RFC §5.14 owns the steward adoption and A21–A24 journey. Deliver it through the existing Chat, session, collaboration and presentation owners as R2/R3 integration work. Do not call a candidate catalog, spinner or queued inbox receipt a completed worker handoff. This checkpoint does not lower R1–R3 or G1 gates.

Observed native command-output and MCP-progress notifications now refresh the existing Chat work step and bounded Lark post, without persisting their text or inventing activity during silence. See the same presentation checkpoint for coalescing, source isolation and the remaining packaged timing/stop/recovery qualification; this source repair does not close R2/R3.

CLI and MCP receiver inbox guidance now composes the existing shared conversation answer instruction, making the verbatim requester-facing use of report text explicit. It preserves requested depth, evidence and material failures; it adds no summarizer, result schema or transport rewrite. R3/S5 still require actual original-audience qualification: guidance alone does not establish readable receiver results or a completed handoff.

The ordinary workspace write checkpoint adds default project writes under the host grant, explicit read-only launch/App settings and actual Codex sandbox enforcement on start/resume. It reuses the typed conversation owner and has no hidden Goal or manager permissions. Synthetic Core/HTTP cases and a real host note-edit canary do not establish installed Lark workflow readiness or activate a project's Material Lifecycle adapter. R3/S5 still require original-audience write/readback, revoke/recovery and IM qualification.

Attention-cost acceptance: create, connect, collaborate, understand

The public-safe golden-query pack is the next product evaluation target, not a statement of current support. Users should express a short outcome or correction without finding Agent IDs, repeating known constraints, chasing work or transporting results themselves. Keep valuable learning, deliberate choices and necessary approvals separate from avoidable coordination. Preserve direct conversations with long-term owners.

P0 starts at the entry: a creation request cannot disappear after submission; Goal creation, reuse of an existing Agent and authorized new-worker setup have observable outcomes. Then qualify R3/M2/M3 routing alongside R2 adoption: responsible receiver, actual work, exact artifact use, independent acceptance, and synthesized return to the initiating conversation. A registration is not a live binding; a missing catalog row is not proof that no suitable owner exists. Use scoped discovery and permitted recovery before requesting manual IDs. Private-owner discovery is broad by default across registered local resources and authorized connected sources; a delivery allowlist, missing live binding or bounded first page must not hide an otherwise visible responsible Agent. Sender-bound local context delivery now defaults to active registered recipients across Goals, with current/future registration and explicit revocations resolved by the shared TS source owner. Selected-audience enrollment remains explicit; this is neither a remote grant nor proof of worker adoption. Keep discovery, audience evidence access, delegation and execution readiness separate, as specified by manager §5.5.

The P0 pilots are responsibility routing and real 2–3-worker coordination: parallel joins, peer help, disagreement, independent review and engineering-to- research adoption across two cycles. Entry checks, correction and recovery accompany them. P1 adds materials, decision summaries, dependency replanning, qualified mixed-model allocation and retained constraints; P2 broadens scale and cinematic presentation after real outcomes are legible. Reports, truthful activity and scoped controls support this same P0 journey; finishing every presentation surface is not a prerequisite for attempting it. Necessary R1/TS transaction repairs retain their owners, without making the journey wait for the entire migration or optional memory infrastructure.

The pack freezes paired baseline/candidate tasks, outcome and attention measures, negative cases and per-surface evidence. All live case results start unqualified. Keep existing R/G/M/A identifiers and canonical Todos; do not create a parallel roadmap, scheduler or achievement ledger. Release claims require observed results, not this plan or merged prerequisite PRs.

Goal lifetime across creation and small-team delivery

R1–R3/G1 adopt the Goal-instance RFC's product integration path through the existing golden-query lifecycle variant. Prioritize GQ01/02 creation and Agent reuse, GQ05/11/12 dependent delivery and review, then GQ08/09 correction/stop/resume as one small-team journey. Distinguish ordinary continuation within one Goal from explicit retirement and same-alias recreation: registered Agent, host session/execution generation and work attempt remain separate identities. Old work must not settle a successor's quota, complete its work or enter its accepted synthesis; current and unrelated work must still progress and return to the initiating conversation.

R5 lifetime/recovery delivery stays with #5206; R1–R3 retain entry, receiver adoption, independent acceptance and return. #5389 qualifies the quota owner, not the whole journey. Run the ordinary pilot on a supported profile; qualify the isolated recreation variant only after the selected profile's M2/M3 gates, plus M4 where recovery is used. Activation and execution_authority: false holds remain. P1 adds GQ15 budget allocation and orphan recovery at create/connect; P2 adds GQ16 authenticated cross-host recovery. Packaged App and independent CLI readback come first, with Lark separately qualified. These refine existing acceptance, without adding a roadmap milestone or treating a prerequisite merge as product completion.

Collaboration and Handoff Between LoopX Agents

Participants are long-running LoopX Agents with their own goals, commitments, frontiers and execution bindings, not merely temporary subtasks inside the steward process. Manager→worker and worker→worker share one collaboration contract. Workers can request help, provide results, challenge dependencies and propose replanning without asking the steward to relay every message. The steward owns overall progress and synthesis, not a serial transit point for every message or commit.

Collaboration pattern Durable relationship and correctness Minimum real acceptance / route
Parallel work and join Branch identities, input versions, artifact/acceptance references and join conditions belong to the canonical work graph; message completion does not satisfy a join Two workers supply independently accepted outputs to a third integration step; one failure cannot report overall success and independent branches continue. R2/R3
Pipeline handoff A's accepted result binds B's input; B accepts or reports a gap; upstream revision invalidates affected consumption bases A→B→C progresses for at least two cycles; B rejects incomplete output and requests clarification from A. Three simultaneously created Todos are insufficient. R2/R3
Peer help and independent review Requests/replies reference original work and owed return, preserving existing commitments and audience scope; reviewing grants no commit authority A worker requests bounded help/review from a peer; rejection, deferral and unreadable evidence are observable, with aggregate blockers visible to the steward. R3
Execution responsibility continuation Semantic context and ownership transfer are separate facts; receiving a message does not transfer claim/lease. Existing work/lease owners decide release, reacquisition or fenced transfer for active work A is interrupted and B resumes eligible transferred work from durable context; returning A cannot duplicate a commit. #4094 only proves a narrow same-host, unleased path, not this full capability. R3/R4/R6
Cross-Goal / cross-host work Explicitly authorized parent/child goals or requests, artifacts and return relationships; authority owners validate remote identity, access and commit Local planning/integration and cloud execution share verifiable dependencies; network replay, revocation and source-session disappearance preserve return obligations. R6

Minimum semantic handoff facts are Goal/request/work identity, sender/receiver, intent and input basis, purpose and decisions, constraints/non-goals, completed and remaining work, authorized resolvable artifacts/evidence, acceptance/return requirements and current claim/lease disposition. Carry them through existing contracts rather than creating an envelope for every table row. Exchange bounded work summaries, not raw session data or private reasoning traces. Request receipt, work adoption, effect commit, result acceptance and answer delivery are distinct facts; reuse their owners' receipts and idempotency identities. Timeout alone establishes neither rejection, failure nor successful takeover.

R2's dependency must use real requests/artifact handoff between LoopX Agents. This is a P0 small-team exit gate, not work deferred until hundred-Agent scale. R3 completes general peer collaboration, durable return and recovery migration; R4/R6 qualify leased and cross-host transfers. Detect dependency cycles, rejection, timeout and invalidated inputs as steward-visible blockers and resolve through existing replan ownership, not another global scheduler. Frontend and Lark should expose request→adoption→work→artifact→acceptance→return relationships and current blockers, not only online counts or message history.

6. Core Delivery Path: R1–R7 Execution Cards

Card Priority / accepted outcome Hard prerequisites Work that can progress alongside it
R1 P0: confirmed commitments survive materialization; failure/retry is recoverable Current main and F1–F4 regressions Other TS transactions and provider promotion
R2 P0: one steward drives 2–3 bound managed workers through continued work R1 and real selected runtime/profile qualification Full collaboration migration and PostgreSQL
R3 P0: eligible owner → actual work → original-request return on supported paths; P1: general migration and broader recovery Existing inbox/outbox and qualified runtime; new generic producers require transaction migration Complete a real journey with R1/R2 before universal transport/storage migration
R4 P1: shared intent/work basis and governed amendment close the loop Alignment Stage 1/2 and affected TS transactions R1–R3 that preserve shared intent
R5 P1: durable local authority and long-horizon storage qualification Affected T0–T3 transactions and D1/D2/D3 Preparation alongside R1–R4; no full TS rewrite prerequisite
R6 P2: local and cloud workers share authority and recover execution R2/R3, selected shared profile, authenticated service and applicable R4 contracts PostgreSQL service engineering can start earlier without promotion
R7 P2: staged 10 / 30 / 100+ scale with capacity/recovery evidence R1–R6 appropriate to the cohort Early pagination/performance work; larger prompts or raised caps are insufficient

These priorities do not change live Goal quota or authorize experiments/cloud resources. A small local team can use an already supported authority profile without waiting for a new provider. Changing profile or retention retains the original real-backend, soak and explicit promotion requirements.

R1: Reliable Team-plan Commit

  • Requirement continuity: selected work is a bounded focus; it does not replace the Goal's outstanding requirements. The shared interaction contract must first project full Goal source reads, enabled structured acceptance and exact Todo detail; ordinary heartbeat and TurnEnvelope consume the same list across plan→selection→Turn→host. Then map structured acceptance criteria to durable, versioned requirements under R4. Summary text, successful local work and a nonempty evidence reference cannot prove whole-Goal delivery.
  • Entrypoint/owner: ChatActionService, governed proposals, canonical Todo writer, frontend confirmation/readback; any Lark entry uses the same service.
  • Reproduce first: F1–F4, then equal text on different lanes, an existing Todo completed/edited before retry, concurrent confirmations and response loss after receipt commit.
  • Smallest complete change: classify every plan field as an execution constraint, retained acceptance reference or advisory fact. Preserve priority through the existing Todo contract. Quota/stop consume existing policy owners; unsupported enforced constraints must be rejected before confirmation, not merely stored as JSON. Retain lane→Todo→acceptance relationships.
  • Transaction: bind relevant Goal/authorization/work facts and revalidate at commit; hashing the whole registry is insufficient. Use an existing suitable atomic transaction or a recoverable workflow with durable per-lane identity/receipts, recovery cursor and execution barrier. Declare the atomicity boundary. A function named settle is not proof of atomicity. Reuse Effect recovery, not a second scheduler.
  • Exit: independent readback proves retained commitments; distinguish all-gap/partial/stale/rejected/committed; recovery neither duplicates nor expands work, and the initiating surface displays the exact outcome. Add independent semantic counterexamples, not only row-existence assertions.
  • Rollback: stop new plan production, keep old previews/receipts readable and unfinished reconciliation available; do not delete materialized work.

Recovery checkpoint (2026-09-24): Enabled acceptance now routes missing as well as stale associations through bounded agent-scoped replan. Exact hold checkpoints survive crowded vision projections; a replan decision does not simultaneously select a candidate monitor. Owner binding and fresh completion validation remain required. This repairs R1/S2/S3 continuity, not R4's general intent-preserving amendment or provider promotion. Real File/SQLite CLI regressions cover recovery admission and continued refusal of unbound completion. Later vision gaps also rearm after an older patch ACK; its label cannot waive new evidence. When the new canonical successor removes that frontier duty before writeback, exact source reconstruction preserves the admitted Turn through refresh/spend without admitting successor execution.

R2: Continuous Small-team Execution

Product responsibility. The steward owns the owner's cross-project context, priorities and attention; a project coordinator is an ordinary registered Agent accountable for a scoped objective, substantive investigation and synthesis. Members may coordinate narrower work through the same operations. Local Goal Chat reuses scoped evidence, semantic handoff and original-conversation return. Explicit Goal Chat LoopX mode now adds native continuation, authorized member delegation and pause/recovery; ordinary conversation does not implicitly launch workers. See shared capabilities, local path and implementation order. This advances R3's local entrypoint without closing R2/G1 or new Lark qualification.

  • Entrypoint/owner: existing session binding, Turn driver, quota/scheduler and manager runtime configuration; reuse the current settings editor/profile owner.
  • Delivery: distinguish registered, addressable, bound, launchable, executing and blocked. Plan readiness cannot imply running work. For authorized, qualified managed bindings, launch the next bounded Turn through existing launch/supervision. Attached hosts retain their original execution driver.
  • Qualification: use the actual selected runtime for at least two work→artifact→independent validation→settlement→successor cycles; interrupt/restart one worker while another progresses. Verify returning stale-executor fences, cancellation and no new launches after stop. Qualify DSH single-segment read-only Chat separately from Codex trusted_owner.
  • Exit: 2–3 workers, one dependency, one failure and one direction correction; Agents select and revise delegation without manual phase input or result forwarding. Inspect through packaged frontend and independent CLI readback. An authorized Lark entry reads the corresponding audience-visible feedback. Untested Lark remains explicitly unqualified.
  • Rollback: stop new admission, drain accepted work and retain bindings/receipts; attached fallback cannot be used to simulate availability.

Optional mixed-team Turn slice. The Ark adapter uses the existing generic-cli Turn boundary alongside DSH. The shared local delegation interface now composes semantic peer requests/adoption/return, explicit operator execution bindings and the merged TS acceptance owner. It replaces demo-owned delegation; coordinators and ordinary members use the same grant contract. Disabled stdio servers retain their original five non-executing tools. Configuration files compact provider launch arguments without changing default executor selection.

Independent work outside owner-selected acceptance now uses the canonical Todo's explicit completion validator through the same TS validation plan. Covered work still requires its current owner association and every applicable check. Member completion keeps the Goal active, then resumes only the original Turn's settlement; it does not assert terminal no-follow-up. File/SQLite CLI and local host regressions qualify this boundary, not real-model research, requester synthesis or Lark parity. No binding grant or provider is activated.

The synthetic research example uses a local lead, two DSH members and two Ark members. One cloud reviewer adopts local analysis; another Ark member delegates to DSH before returning to local synthesis. Five stable preauthorized tasks bind exact criteria once. Turn validation and ordinary Todo completion independently execute current pinned checks; accepted returns read canonical completion and exact artifacts. All business questions/order remain model decisions; the Goal stays active.

Durable operation ids and existing Turn journals recover results after a source conversation disappears. A real process-group interruption after Ark input ACK has been resumed on the original Session/input to canonical completion; cloud waiting for a local tool was observed, and owned resources were cleaned. Uncertain creation/input acknowledgements or tool effects remain reconciliation cases. The adapter retains the original deadline and does not resend work. This is a local trusted-host foundation, not G1/G3 completion: attached persistent sessions, generic Agent creation, dynamic governed work derivation, complete inbox/queue/steer, authenticated remote authority and packaged frontend/Lark companion work remain R2/R3/R4/R6 boundaries. Existing Goals are not promoted.

The disposable example now also accepts --team-size LUNA DSH ARK: independent Luna max Turns consume the initial filing, DSH consumes accepted analysis and the correction, and Ark consumes accepted corrected evidence. Preparation reuses machine credentials and creates only Goal-owned bindings; the DSH lead uses the same delegation service and must adopt every configured result. This removes hand-edited roster setup for the synthetic qualification route. It does not close the release frontier: actual public-source research, a visual launch control, original-conversation result return and member stop/recovery must be qualified together before advertising the one-action research showcase.

An existing shell-capable coordinator uses delegation list/operations/start/read/wait/resume without replacing its session. Requester-scoped operations recovers durable work after context loss, independently rechecks accepted results and preserves unavailable branches and pagination; enabled MCP and newly tool-equipped Goal Chat use the same read model. Existing native threads retain their tool schema on resume. It starts no work and does not infer overall readiness from a display list. The example's prepare still only provisions isolated operator bindings. A Codex binding can now pass an exact model/reasoning effort into an independent resumable Turn Session and expose the same profile through preflight and planning; this remains separate from a native temporary child profile inside the parent execution. Next, feed actual execution/acceptance facts into existing R2 readiness, extend registration/runtime configuration for approved identity provisioning, and qualify original-request return/lead continuation. Unattended wake, full cross-host inbox/queue/steer and Lark parity remain separate requirements; an exact profile parameter does not promote G1/G3.

The local Goal conversation now exposes that inventory on demand, with per-binding preflight through the actual Turn dry-run and selected executor/profile. Task admission, current pinned acceptance and runtime availability remain distinct; unprobed generic/cloud availability stays unknown. The same inspection is available to CLI and enabled MCP/new Chat tools, without a new state store or launch effect. Turn exception readback now distinguishes uncertain invocation effects from the original journal's checkpointed effects and prepared-effect recovery. This is a bounded R2 recovery slice, not runtime provisioning or G1 completion; caller admission, fresh task derivation and frontend/Lark qualification remain open. 中文:异常读回区分本次调用未知副作用与原 Turn 的持久观察/待核对效果,只完成 R2 的一个恢复切片;调用方准入、新任务生成与前端/Lark 验收仍未闭环。

PR #6163 proposes the S2/S7/S10 PR dependency observation slice in the existing opt-in heartbeat prequota path, independent of open review-queue membership. The Todo typed owner selects exact unfinished waits and durable polling cadence from complete retained facts. Resume readback shares that source before display compaction, retaining the original merge proof through history growth and restart without clearing requirements or changing claims, leases or status. Real File/SQLite CLI growth/restart and repository/failure negatives qualify this bounded slice; installed host adoption and TurnEnvelope polling remain distinct. It does not close legacy retirement or sustained authority qualification. See Todo readback.

PR #5283 is the proposed S2/S10 read-preview cost slice. Summary and succession validation share the existing TS owner request; empty succession skips transport. Read models are isolated from mutation adapters, and unselected report, Lark, extension and Host routes load lazily. Compatibility exports retain the original owner objects; complete provider facts, counts, ordering and acceptance remain authoritative. Only the long-lived MCP service reuses a private read-only Python CLI worker, under the existing TS Host supervisor. Each request re-enters the original CLI/Turn owner with fresh authority and validation reads. CLI and Goal Chat HTTP retain fresh subprocesses; execution, resume and mutations keep their existing leased transport. Fixed workspace/registry/runtime/Goal/Agent/Todo partitions, source/environment invalidation, 60-second requests, 128 requests, 30-second idle and five-minute lifetime limits bound the worker. A confirmed ordinary retirement can replace the worker for an unaccepted request within the original deadline; accepted-request failures and uncertain cleanup never permit replay. Source metadata remains complete and fresh; directory-entry traversal reduces caller IO without caching authority or results. Git-root reuse is confined to a single fresh observation. Projection discovery still rejects ambiguous mirrors and never selects a machine default or migrates state.

Qualification follows the frozen caller-path protocol, with all original functional cases, exact complete-result parity, unchanged fixtures and six alternating pairs per File/SQLite provider. Historical failed experiments remain failed: at b7cb2dc3, File's added cold maximum exceeded the one-second allowance, although warm/sequence savings and SQLite passed. The current repair also closes reproduced idle/lifetime retirement races. Its final head needs independent qualification; fewer imports/RPCs or one fast sample are not acceptance. Current results and exact head belong in the PR's validation record. Sustained R2, real caller adoption, cold-CLI/p95 qualification and provider admission remain separate open acceptances; this PR does not retire Python planning or establish a machine default.

中文: #6163 拟交付 S2/S7/S10 PR 依赖观察切片:既有 opt-in heartbeat prequota 不依赖 open review 队列成员, Todo 类型化 owner 从完整保留的事实选择精确未完成等待及持久核验节奏。恢复回读 在展示裁剪前复用同一源,历史增长和重启保留原合并证明,不清要求、不改认领、 lease 或状态。真实 File/SQLite CLI 的增长/重启及仓库/失败负例只验收本批; 安装态 host 采用、TurnEnvelope 核验分别跟踪,不关闭 legacy 退役或 authority 持续运行资格。参见 Todo 回读。

#5283 是拟交付的 S2/S10 只读预检成本切片:摘要与继承验证共用既有 TS owner 请求,空继承行跳过传输; 读模型与写适配器分离,未选中的报告、Lark、扩展及 Host 路由延迟加载。兼容导出 保持原 owner 对象身份,完整源事实、计数、排序与当前验收仍是权威。 只有长驻 MCP 服务复用由既有 TS Host 监督的私有只读 Python CLI worker,每次 重新进入原 CLI/Turn owner 并新读权限与 validator;CLI 与 Goal Chat HTTP 保留 fresh subprocess,执行、恢复和写入沿用原租约传输。固定 workspace/registry/ runtime/Goal/Agent/Todo 分区、源码/环境失效、单次 60 秒、最多 128 次、空闲 30 秒 及总寿命 5 分钟形成边界。确认正常退役且请求尚未接收时,才可在原截止时间内换一次 worker;已接收请求失败或清理不确定不允许重放。源码元数据仍完整新读,目录条目 遍历只减少调用方 IO,不缓存权限或结果。Git 根目录只在同次新鲜观测内复用。 投影发现仍拒绝歧义镜像,不选择机器默认、不迁移状态。

按既定调用路径标准 保留全部原功能案例,核对完整结果相等、fixture 未变及每个 File/SQLite provider 六组交替配对。旧失败保持失败:b7cb2dc3 的 File 冷读最大值新增超过 1 秒,虽热读、 序列净节省及 SQLite 已通过。本次还修复了已复现的空闲/寿命退役竞争,最终头须 独立验收;导入/RPC 减少或单次加速不算验收。确切头及当前结果由 PR 验证记录维护。 R2 持续运行、真实调用方采用、冷 CLI/p95 与 provider 准入仍是独立开放验收; 此 PR 不代表 Python 规划退役或机器默认切换。

The same owner-local panel now opens current validated artifact text and its version/source identifiers, accepts feedback through the original coordinator inbox and exposes coordinator pause with its actual scope. Stale reads clear prior content; delivery does not establish application, acceptance does not establish requester adoption, and coordinator pause does not stop workers. Optional typed brief inputs now bind immediate response/revision/use relationships to exact accepted source versions. An explicit requester adoption decision binds a current accepted downstream result with that exact input; the panel links both artifacts and withdraws current evidence when a version or acceptance fails. Domain validators still own substantive dependency use. File/SQLite and packaged browser qualification do not establish a real-model correction episode: that L1 acceptance, including independent objection and useful synthesis, remains open. This qualifies a local execution-facts readback, not the full R2 ladder: assignment receipt integration, provisioning, remote probes, two-cycle continuation and Lark qualification remain open under their existing owners. For managed non-Chat work, PR #4978 added an accepted, exact-version Goal result readback and is merged: canonical Todo completion binds local report bytes, the CLI verifies them, and packaged Goal Files reads a Goal-scoped loopback projection. The Live Team Workspace RFC defines this producer-to-reader boundary. This merged report readback does not qualify the full intent-routing, requester-adoption or recovery journey.

The managed-result readback binds a current accepted Todo report to canonical completion and its exact digest. Goal Files can open it, and a manager conversation can show one report only when its confirmed team-plan receipt names that Todo. Multiple matching reports require selection in the Goal; failed, stale or cross-Goal reads withdraw the text. This is a report return, not requester adoption or a synthesized final answer. The original coordinator still needs a real continuation and explicit adoption over the accepted result before the one-action research journey is qualified.

Live team experience is a core S5 outcome. The Live Team Workspace RFC joins a precise command surface with a spatial research studio: visible artifact exchange, sourced disagreement, conclusion revision, replay and semantic zoom. It is a presentation slice of existing owners, not a second orchestrator. The next complete frontend slice connects one real objection→revision→independent acceptance→requester adoption episode to the packaged workspace, with inspectable evidence, intervention/stop feedback, independent CLI readback and honest degraded states. Then qualify the original research coordinator through the same two real cycles required above. Existing runtime admission/provider repairs retain their owner; a synthetic scene is not readiness evidence. Expand display load 10→30→100 only under frozen rendering/attention budgets, separately from live R7 concurrency. Current status is design proposal; no G1 or default-screen promotion.

R3: Semantic Requests and Automatic Return

Multi-recipient conversation boundary. One Chat Turn can supply independent recipient-specific handoffs through the existing inbox/return owner. Single objects remain compatible; arrays retain per-Goal/Agent authorization, replay identity, failure and conclusion readback. Partial delivery or one returned result cannot certify completion of the whole request. This adds no team assignment or scheduler. Qualify cross-Goal partial revocation, restart/replay, out-of-order returns and packaged original-conversation cards; live semantic routing, installed App and Lark provider delivery remain distinct evidence.

Interactive lifetime checkpoint. Ordinary Codex/ACP Chat turns have no implicit absolute cutoff while their existing idle/startup checks and Stop remain active. Accepted queued input has no default TTL; explicitly requested limits, queue capacity, source validation and bounded managed-host segments keep their owners. Synthetic long-activity, explicit-limit, idle, queue and service configuration tests qualify this slice. Existing installed settings and immutable old failures are retained; installed activation and effect-aware recovery of an original timed-out request remain separate acceptance, not inferred replay.

Bound-conversation status presentation. The shared display renderer leads with canonical execution/recovery state, project and queue/permission facts; the Lark adapter reserves full commands and diagnostics for help, retaining a compact snapshot timestamp for delayed/replayed replies. Unreadable observations and completed executions retain their uncertainty/acceptance boundary. This is a bounded status-view improvement, not qualification of result synthesis, receiver adoption or the full automatic-return journey.

S1/S5 attention checkpoint. Local steward/Goal Turns now receive canonical blocker and concrete owner-request facts without a Lark connection. The shared TS read model coalesces one Todo's blocker/decision; common content adapters and blocker collection serve local intake and external transport. This closes a Turn-preparation evidence gap. Existing external sends now use configured, restricted steward synthesis, with saved-body retries and same-blocker coverage. This does not close local proactive presentation or G1/G2 acceptance. Presentation Stage 2 and the Goal Channel contract retain material-delta admission, existing-budget wake, semantic synthesis, presented/read/recovery receipts and independently authorized sink delivery. Qualify one no-channel blocker/fallback/owner-decision/recovery journey through the original packaged conversation before claiming smart automatic notices. Include the worker notification variant: source-created facts must reach steward intake and the user's current conversation without relying solely on a provider Bot mention. History provenance retention is a bounded adapter repair; it does not establish proactive intake or receiver adoption. Reuse the existing Stage 2/R3 owner for source revisions, audience, budget, delivery/recovery and resolved-request suppression. App presentation is the first acceptance surface; connected-host and Lark delivery are separately qualified rather than inferred from a successful group send.

  • Owner: manager RFC M2/M3; migrate existing manager_context request/tracking/return into one typed collaboration transaction, incorporating the #4094 adapter.
  • Delivery: preserve purpose, decisions, constraints, evidence references and expected return. Receivers independently adopt/defer/reject/replan. Accepted work, committed result and delivered answer are separate facts; existing outbox provides automatic return.
  • Exit: actual manager→worker and worker→worker callers; follow-up messages, lost source session, oversized answer, duplicate callback, successful send with lost ACK and transport restart. CLI, packaged frontend and Lark read back the same result with audience isolation. Ordinary already-authorized work gains no second confirmation.
  • Migration/rollback: characterize first, record old writer/reader mappings and deletion payoff; disabling new production must leave old requests drainable. Do not retain two writable lifecycles.

The GQ08 App correction path now retains inline adjustments and ingress identity across view changes/reload through the same TS client cache as the composer. Restoration never dispatches work, and a terminal Turn cannot inherit a new Turn's target. Shared conversation ordering keeps the original request before its pending work even when durable admission timestamps arrive later; accepted corrections retain their session identity and creation time. Packaged recovery, blocked storage, coexisting drafts and real Chat ingress/store regression are bounded evidence; live recipient adoption, installed readback and Lark correction still belong to R3 qualification.

R3 also qualifies the handoff RFC's hierarchical A6/A8/A13 extension: a managed worker requests, validates and integrates another peer's artifact before returning to the lead. Reuse the same request and work owners at each level. The ingress fixture distinguishes inbox receipt, subsequent queue work and applied steer under a pending tool, cancellation and a late result; transport success alone does not close the request. Keep existing R2/R3 successors rather than opening a parallel team-orchestration program.

The next steward product slice exercises one cross-Goal question from the original frontend and Lark conversations. It admits only authorized, non-stopped, registered recipients with a qualified delivery/return route, selects one by responsibility and current evidence before model fit, and distinguishes live, queued and unavailable execution. The selected worker assesses the source-linked request and returns its conclusion or PR outcome to that same conversation. Include a registered-only decoy and a duplicate callback; neither may appear as work completed or a second user-visible reply. This uses the R3 collaboration owner and current managed Turn wake instead of a separate steward scheduler.

Readable R2/R3 answers reuse shared adaptive authoring guidance across ordinary project Chat, steward context and the collaboration return tool. This narrows routine protocol noise without cutting substantive answers or judging acceptance; it does not close sustained worker, steering or original-route return qualification. Private Markdown delivery remains owned by the existing Lark transport. Ordinary answers and asynchronous worker returns now share its presentation fallback: unresolved visual handles render with an inert full-width marker, while valid structured mentions retain membership verification. The original stored result is unchanged; delivery and saved-attempt readback use the same rendered text. File-backed return/restart regressions cover this bounded repair, not sustained receiver adoption or the complete R3 journey.

For App continuity in GQ07–GQ09, qualify chosen Manager/Goal view restoration through reload and browser Back/Forward using the existing typed route and draft owner. Keep source/Goal identity and prove navigation causes no work mutation or Turn replay. This bounded presentation qualification does not close R3's receiver-adoption, steering or original-route return acceptance.

R3 entry qualification also covers ordinary human messages in an explicitly configured steward group without a mention. The shared TS admission rule owns trigger semantics; Lark supplies provider identity and the existing inbox owns deduplication and return. App settings select and read back the trigger per connection. External host-tool permission and sender-bound delegation remain separate gaps; receiving a request does not establish execution authority.

An external steward can now select an operator-granted existing task binding from its exact source catalog and submit the handoff through the same governed delegation/Turn owner. Durable context receipt, bounded launch, receiver adoption, task acceptance and original-audience return remain distinct. No identity, task, runtime policy or scheduler is provisioned by the handoff. Local file/SQLite fixtures qualify dispatch, independent acceptance and return; provider/model routing, new-task allocation, operator UI discovery and complete stop/result presentation remain separate R3 gates. See bound inbox execution.

Resolve source context before routing: a short reply retains the exact same-conversation parent, with missing and truncated material explicit. TS owns the bounded context projection; Lark transport and the private inbox preserve provider ancestry without granting instruction or operation authority. Real store/protocol fixtures cover ingress and replay; installed interpretation and original-route result remain R3 gates.

Before choosing a recipient, the shared conversation must resolve the desired outcome against relevant current evidence. Already-satisfied requests return the verified result without a duplicate assignment or effect; unavailable or stale facts stay unknown. Explanation and judgment may be completed directly, and unfinished work reuses a qualified existing owner. GQ03/GQ07 qualify this across repository operations and completed reports, then qualify consecutive direct group requests, correction, adoption and original-route return separately. This is general semantic triage, not a new steward-specific classifier or scheduler. Typed admission owns provider-independent trigger reasons; the App renders those facts without treating a configuration change as retroactive execution.

Native steward private admission now supplies the existing inbox's exact provider provenance before Turn launch, including prepared-request replay. It follows the resolved coordination owner when Chat storage is separate, with the retained layout for legacy controllers; source evidence does not fork into the private Chat store. Operator read/delivery configuration recognizes its full App/source channel; portfolio read alone still grants no delivery. Source/policy/replay fixtures qualify this entry prerequisite, not worker launch, adoption, automatic wake or original-route completion. Those remain the same R3 acceptance gates above.

R4: Shared Goal Alignment and Evolution

  • Work versus obligations: follow alignment RFC §3.7. Keep stable criterion identity and coverage across replan, compaction, restart and Agent handoff; allow only authorized, recorded amendments to change the commitment. Reuse the existing Goal acceptance and Todo owners through R5. Validate evidence content, scope and freshness before global closeout; a local no_followup is insufficient. This remains open beyond the shared Goal/current-work read prerequisite; S11 owns qualification of actual model adoption.
  • Outcome continuity slice: default refinement and review retains original intent and cumulative requirements, reuses inline work context and batches changed evidence into normal writeback. Existing replan receives uncovered requirements; local reviews never change root stop/budget authority. The rebased foundation composes acceptance/ACK compatibility with configured checks, cumulative outcomes and uncovered-outcome replanning. External-worker attempt deduplication and Explore method selection retain their separate owners. Additive File/SQLite and packaged UI qualification is separate from S11 model adoption and matched EdgeBench benefit; no experiment is launched here.
  • Stale operating objective: owner revision and peer adoption adds an Agent-prepared, owner-applied revision through existing Goal update and acceptance transport. Canonical context supersedes stale source display; peers reconcile independently before new execution while in-flight recovery remains available. Original commitments and protected amendment authority remain intact. Scripted CLI/native tools and real-store qualification do not establish model recognition or installed/live collaboration.
  • Owner: alignment RFC Stage 3–5 and TS Goal/work-graph owners.
  • First correction: intent_basis remains the existing source-facts digest. Preserve compatible readers; introducing a real intent revision requires versioning and producer/reader inventory. Renaming cannot give historical receipts stronger semantics.
  • Order: establish root intent/permissions/acceptance/stop authority, then one intent-preserving work-graph commit class. Ordinary Todo edits retain existing owners; do not require amendment for every add. Changes to shared commitments consume scoped policy, required verifier, exact CAS and lease-impact disposition.
  • Exit: competing peers at the same basis produce at most one conflicting commit; response loss returns the original receipt; leased work receives explicit continue/rebase/stop handling; affected frontiers update or are gated. Permission expansion is rejected; unrelated peers continue without unanimous voting.
  • Rollback: disable the commit class, retain effect-free proposals; do not restore old revisions or relax fences.

R5: TS Convergence and Local Persistence

L2/L5 terminal checkpoint: Agent completion and Monitor stop now use source-bound TS validation and canonical receipt/display recovery. Real-provider mixed-graph counterexamples cover concurrent changes and lost responses. Scope and remaining boundaries; this does not settle R5 or D1–D3.

L3 checkpoint: standalone acquisition/takeover, atomic claim admission and maintenance share typed lease facts/rules and provider opening. Exact acquisition retry verifies current execution proof; real CLI completion can recover missing Markdown display. Full-state scope conflicts, process interruption and File/SQLite/PostgreSQL read-only rehearsal are covered. Verified cooperative code-edit mode treats overlapping files as integration advisories, including unknown legacy workspace grants; known same-checkout collisions, Todo-instance ownership and ordinary exclusive acquisition retain their fences. This bounded coordination change does not qualify a real peer correction/adoption journey. Remaining executor and integration boundaries; R5, D2/D3 and default qualification remain open.

  • Owner: TS T0–T4 and shared-authority D1–D3; retain their numbering and gates.
  • Selection: prioritize an entire hot-path transaction or recovery lifecycle used by R1–R4. Record before/after callers, owners, crossings, actual deletions and performance. Stop adding per-field Python→TS RPCs; do not rebuild the merged Todo update.
  • Delivery: qualify full-source reads, one-way Markdown projection, event/receipt retention, restart recovery, capacity and long-term cost on the selected local profile. Source failure cannot fall back to legacy. R1 cannot put large plan bodies into the coordination head.
  • Exit: use shared-authority Section 7.2's separate decisions for a bounded change, reversible opt-in cohort and released default. Each requires affected real CLI/backend and independent baseline/negative/recovery evidence at its own scope. Formal D2 retains applicable volume and at least ten-day evidence; a cohort need not wait for that certificate. D3 retains explicit cutover authority. This plan runs no soak or provider promotion.
  • Rollback: reviewed fenced export/import and schema-aware downgrade; replacing a binary cannot restore old write authority.

Post-merge delivery sequence (2026-10-16)

#6396 landed the 2.0 normal Markdown-writer and live-legacy execution cutoff at a4483aaec; final PR head 404433aee has the same complete tree. Preserve Duang's contribution and the absorbed supplements. This closes that implementation family, not R5, an installed cohort or a released default. The evidence update keeps earlier executed sources separate from the unexecuted final combination. The dated source checkpoints below must not regenerate completed writer work.

Existing milestone / priority Next independently reviewable outcome Acceptance and continuation
Agent-assisted 2.0 in-place upgrade · P0 bounded refinement Upgrade existing 1.x work in the same installation/project using existing installation, backup, authority-format/import and ownership-policy primitives, plus a copyable Agent prompt Follow the in-place upgrade route. Verify preserved routes, complete active/archive records, configuration and original receipts, then useful original work; cover the relevant refusal and original-operation recovery. Keep valid explicit providers/policies. No cross-machine transfer, session migration or dedicated executor/UI is required. M2/M3 disaster recovery, D2 and release authority remain separate.
T4/C1 + D1 · P1, companion Qualify one pinned final-main source and its normal installed CLI/App/affected local Host upgrade journey, including #6597 restart recovery Compare complete active/archive records, claims, lease epochs, original receipts and later writes. Exercise expired-but-unreleased leases, stale preview/proof, unavailable provider and interrupted apply; rejection leaves state unchanged. Exit through reviewed migration preserving new writes. Reuse the installed repair evidence only after source/caller applicability checks.
Complete recovery M2 → M3 · P1 Declare capture consistency for one supported local profile, then recover one Goal whose source is unavailable and continue its unfinished work Reuse manifest/registry/Goal/provider/session/effect owners. Freeze the decision-owner matrix and RPO/RTO before the drill; reconcile pending effects and destination identities. M1 inspection remains inert; M3 requires admitted owners, zero protected duplicate operations, visible holds and a separately accepted result at the initiating product entry.
Goal lifetime M2–M5 / #5206 · P1 dependency only where exercised Finish the selected profile's remaining old/warm-writer and effect-drain fences, then its orphan/retirement-recreation journey A removed source writer does not exclude installed 1.x binaries or cached executors. Old A must not write, deliver, debit or settle same-alias B; B and unrelated work continue. Keep activation held until the profile's required owner rows pass; do not rebuild the shipped codec or source-session transaction.
D2 · P1 alongside the relevant implementation Explain the remaining complete-command/history-growth costs on matched File/SQLite workloads and reconcile formal volume/elapsed evidence Separate caller/bridge, shared typed transaction and provider costs. Preserve current-release and pre-migration controls, frozen failures/missing axes, durability, recovery space and ten-day/volume requirements. Do not restart valid elapsed evidence for an unrelated change or launch a new soak from this plan.
D3 · after its own evidence Decide the supported release/default profile with usable upgrade, failure recovery and disable/rollback guidance New-Goal SQLite/hard-lease selection already exists in source. Qualify it rather than adding a selector. Existing explicit providers stay pinned; an absent provider never selects Markdown. Release/platform support and maintainer authority remain separate.

These are the existing RFC milestones, not a new roadmap or global dependency chain. A reversible developer cohort uses shared-authority Section 7.2's own recoverable-installation gate; full-backup reactivation claims additionally need complete-recovery M3. Ordinary R1–R4 delivery on a supported profile does not wait for all lifetime, cloud or fleet work. Goal workspace/Settings/Task interactions render the same owners; human administration and Agent execution proof retain their distinct authority. Companions include real unavailable/retry/readback paths, not command-copy buttons or another UI decision engine.

Continue future TS payoff work only on a demonstrated hot transaction: remove duplicate authority and the last obsolete crossing together, report complete caller/recovery behavior and end-to-end cost. Retain actual Python provider/OS IO, format readers and permanent document projection. No new framework, per-field bridge series, paid run, live migration or release is started here.

Source-specific implementation evidence

Cold-source inventory is now an explicit read-only CLI prerequisite through the same TS source/lease owners. It includes unreferenced archives and retained leases, with full text and source-byte witnesses, before any shadow opt-in. Original outbox disposition is also qualified through the shipped TS effects with Python Todo/bootstrap/capture producers absent from a disposable receiver: markerless abandoned/committed recovery, receipt replay without duplicate effects, unchanged active leases, and refusal plus same-operation archival of ambiguous originals. Retain the OS-lock adapter and original history readers. This covers the existing disposition owner, not global Host stop, lease settlement, import confirmation, a canonical cutover, or permission to delete active old writers. The same observation discovers original capture stores/identity, management operation files, outbox bytes and Goal-bound rollback archives through the existing typed owners; present history is validated without replay or drain. Compact readback never replaces the witnessed historical files or proves Host stop. Invalid history and missing completed rollback archives refuse inspection. Active original outbox inspection reuses the native drain proof owner to show pending records and receipt-proven residue per partition without any effects. An unavailable disposition retains raw witnesses; inactive/interrupted capture still needs its original management recovery. This preview never settles the outbox, updates a cursor or grants cleanup/import authority. Expired or orphan active leases still require settlement; canonical selectors and fences prevent treating display Markdown as an old authority source. This observation creates no capture or import receipt and never reports import readiness. Goal settings now consume that same observation: current/archive task counts, unsettled historical leases and retained capture/outbox presence, with path-free readback, unavailable-source refusal and fresh retry. This is the inventory stage only; no import, capture activation or execution grant is exposed. R5/D1 and T4/C1 still need stopped writer/Host proof, original outbox disposition, the backup-bound reviewed target and its Goal storage frontend, confirmation and same-operation import/recovery. Keep the cold-import work open; neither this prerequisite nor archive export qualifies writer cutoff or defaults.

Cold-source retention checkpoint: current-project full backup discovers its registered custom state and source-registry routes. Real CLI backups and inert independent extraction preserve complete Markdown bytes, unreferenced archived Todos and raw runtime history, including SQLite snapshots. This closes a routing omission, not reviewed cold import or complete-state reactivation. Continue the existing R5/T4 import plan/confirmation, writer/Host/outbox fence and packaged App acceptance before retiring affected old writers; D2 and release defaults stay open.

Existing canonical File/SQLite cutover now has a packaged settings journey using the existing typed migration/archive owner: immutable preview, explicit apply, original-plan recovery and independent current-source readback. Active capture (including an empty queue) and unsettled leases refuse cutover. File→SQLite→new writes→File must use the current head; historical completion never selects the provider. This is a bounded App companion, not full old-source/Host upgrade or D2/release-default qualification. Continue those original acceptance frontiers and retire each last caller separately.

Cold-source import now has a bounded CLI/App coordination stage: complete source records, an immutable source/target carrier bound to actual backup member bytes, explicit operator shutdown attestation, revalidation before the durable writer fence, and original-receipt recovery through the existing File/SQLite owners. It refuses unresolved capture/outbox and unsettled leases, including expired active and orphan records, without manufacturing shadow qualification. A killed fenced process can resume without rereading Markdown; original-receipt replay preserves later canonical writes. Coordination-source backup verification does not qualify complete Goal recovery. Packaged Goal storage settings reuse that transaction for private backup, inventory, explicit policy/stop confirmation and original-operation readback. Reload is read-only, including a fenced but uncommitted operation; applying the original carrier requires fresh confirmation. File/SQLite HTTP qualification preserves later writes and refuses source/backup drift. The operator-led POSIX stop path now exercises actual owned Host processes and native source leases on File/SQLite: process exit and lease release remain separate, expired active leases refuse import, and the old grant cannot launch a Host after cutover. Fresh canonical acquisition advances the retained lease version/epoch and launches a real owned Host. Source-free original import replay preserves that active grant and its later native settlement; a stale token refuses before launch even while the same Todo has a fresh active lease. Process exit remains separate from lease release after cutover as well. This qualifies the existing POSIX supervisor/lease reactivation boundary with synthetic work. Full-state identity adoption, automatic Host discovery and live model use remain separate acceptance gaps; the App loading checkpoint below qualifies its own synthetic import boundary. Proved original Todo outbox disposition now composes with cold import on both File and SQLite: four interrupted-write windows retain pending-source backups, exact original receipts and revision-bound rollback archives. Active capture still refuses import after its queue drains; a fresh post-disposition backup binds the reviewed import. Import replay preserves later canonical writes and the original archived bytes with the old normal producers absent in the receiver. Original lease disposition also refuses import until native owner release; the fresh reviewed backup retains the released record without a new grant. Unproved A→B→A entries remain refused and raw-byte archived by original-operation rollback. A fresh confirmed import binds the current source, never treats that ambiguous queue as committed receipts, and preserves it after later writes and import replay. This qualifies inert history preservation, not proof of an ambiguous commit or automatic Host/lease settlement. Continue App loading with the old normal writer absent and authorized full-state reactivation in R5. The installed cold-import CLI uses the existing selected dispatcher and Goal path resolver; real File/SQLite import and original-receipt recovery pass with the four old normal producer modules physically absent in a disposable package. This qualifies that command's loading boundary, not every other CLI caller or removal of those modules. Keep T4 retirement on actual callers: the retained prose-write guard now belongs to the existing source/fence boundary; the source partition projector has one shared owner, with compatible old imports. Configuration and direct guard checks run without both capture modules. Pure runtime-root routing and its actual canonical Todo, acceptance, Chat and CLI callers now use the existing paths owner, with an identical compatibility reexport for capture callers. Source and fresh-wheel File/SQLite qualification now uses the full serve_chat entrypoint with all four Todo/bootstrap/capture producer modules physically absent. Shared Todo input transport calls the existing typed create/update/ terminal owners; pure readback and Goal identity no longer load the old writers. The compatibility facade reexports the same APIs and retains its real Markdown write bodies and bootstrap effects. Reviewed App import, source/backup drift refusal, original-operation restart/replay, full current/archive readback and later App create/edit/complete preserve the provider head under an explicitly selected soft_claim policy. Missing selected storage and absent hard_lease execution proof still refuse without Markdown fallback. The packaged settings journey uses backup, preview, reload/readback and explicit confirmation. Reviewed canonical Todo creation carries its provider revision into the existing typed command identity and provider transaction, rejecting concurrent writes without applying the stale request. Original-operation recovery precedes that current-head check and preserves later writes. After import or receipt recovery, the same settings screen independently rereads current ownership; a failed read shows a retryable error instead of retaining the pre-import policy. This qualifies the bounded App import/loading path, not deletion of remaining bootstrap/Host/history callers, full-state identity adoption, D2 or a released default. Keep those existing acceptances open. The shared TS source check admits runtime directory aliases by physical identity, preserving the original snapshot and foreign-source rejection. File/SQLite HTTP joins alias-bound import, externally configured registry backup, later writes and original-operation recovery; a retargeted alias refuses before the fence. This does not change the writer cutoff. Cold-import preservation checkpoint (R5/D1, T4/C1): full-state backups now witness each saved regular member's bytes in their existing manifests, including raw Markdown history, lease/receipt files, SQLite snapshots and stored configuration. Hashing the copied stream avoids binding a reviewed backup to a later source reread; failed reads retain the previous backup. Real CLI cold import→later canonical write→full-state backup→inert independent recovery now retains the complete File/SQLite head and committed journal, unreferenced archived requirements, stored configuration and original capture/rollback/released-lease bytes. Readback runs with the original project/runtime unreachable; missing selected-provider storage fails without replacement or File fallback. The pre-import backup separately retains original Markdown before later projection. This qualifies independent data/history recovery, not identity adoption, pending effect disposition or live Host reactivation. The bounded complete-recovery M1 inspection now adds backup-state verify and a packaged Settings journey: a new inert copy, existing File/SQLite Todo/history readers, and explicit readable, historical and unknown components. Corrupt inputs, occupied targets and unsafe archive paths refuse; a bounded offline worker isolates database verification. Source and installed-wheel journeys retain old Goal bytes and never register or activate the copy. Legacy capture/owner gaps keep every v0 audit held. Continue identity, pending-effect disposition and authorized adoption through the existing owners; do not retire the last normal Markdown writer or claim the released SQLite default from this inspection checkpoint.

The qualified shadow→canonical archive→isolated File/SQLite restore path retains committed dependency archives, terminal lease facts and later canonical writes. It does not preserve every unreferenced old-source archive or raw historical receipt. R5/T4 now qualifies those original bytes through full-state backup and inert independent readback; it still must qualify their authorized adoption before deleting caller chains that own live recovery. Source hashes and canonical archive verification alone cannot substitute for that acceptance. Supported backup-format and original-receipt recovery retain their separate upgrade boundary. See the archive scope.

Reviewed source admission now rejects unsupported lease JSON filenames, non-regular records and linked source subtrees instead of silently omitting or following them. The existing typed coordination owner verifies exact source bytes under shared locks; Python retains filesystem transport. Regular retained lease history remains witnessed without granting a live lease. This closes a bounded source-inventory gap; complete cold-source import, original-operation recovery, packaged App adoption and the reversible developer trial remain on the existing migration/release path.

审核源准入拒绝不支持的租约 JSON 文件名、非普通文件和链接子目录,不再静默漏读 或跟随链接。既有 TS coordination owner 在共享锁内核对原始字节;Python 保留 文件系统传输。普通租约历史仍参与源见证,不产生新执行授权。这仅关闭有界源盘点 缺口;完整冷源导入、原操作恢复、打包 App 采用和可逆开发者试用继续沿既有迁移 与发布路径验收。

New-Goal App recovery is a separate bounded R5/T4 gap: after Goal/Todo commit, Host startup or a lost response must resume the frozen original operation, without regenerating a creator or duplicating its Todo/Session/Turn. Reuse the typed action review/checkpoint and native acceptance owners; show committed steps without claiming model execution or Goal completion. The L9 checkpoint retains installed CLI/HTTP/packaged App negative and restart qualification, while old-Goal migration, real-model first-Turn and D2/release-default gates stay independent.

The Goal instance/recovery RFC adds a bounded R5 dependency for R2/R3 retirement and late-result safety. The codec and source-session lifetime transaction exist; attached Chat, handoff and Turn-journal fences have individual qualification, and #5389 adds quota settlement. First-party host enforcement is partial; remaining inventory owners, old-writer/effect-drain qualification, M4 recovery and M5 product acceptance stay open in #5206. Reuse those TS/provider owners and the creation/collaboration journey above. R6 service identity and D1–D3 promotion remain separate. This checkpoint does not activate identity or make every R1–R4 change wait for the full lifecycle.

R6: Local/Cloud Convergence

  • Owner: shared-authority provider/service, session host adapters and collaboration. Extend existing PostgreSQL admission/identity-rotation foundations; do not rebuild the store.
  • Delivery: authenticated transport, tenant/Goal/actor authorization, host identity and capability admission. Cross-host request/receipt/wake flows use their owners. Handle disconnection, lease expiry, stale workers, service restart/restore incarnation and ambiguous commit.
  • Exit: at least two real hosts, including one cloud worker, collaborate in an isolated tenant; wrong-tenant/actor, revocation and split-brain negatives pass. Shared budgets/admission have explicit ownership; local quota is not a distributed resource reservation.
  • Rollback: stop remote admission, retain committed facts and drain; do not import or rebind another host's raw session data.

A useful precursor may keep one already-supported local authority and execute cloud work through a scoped host facade. It can advance R2/R3 and qualify a provider adapter without deploying a shared database service. Label it single authority, mixed execution: it does not pass G3/R6's independent-host recovery, shared reservation or service qualification. Never clone independently writable Goal state into the cloud; full R6 retains its authenticated-service and D1–D3 requirements. Evaluate each continuation profile separately, with no concurrent outer Turn and native Goal driver on one binding.

R7: Hundred-Agent Qualification

  • Owner: existing directory/projection, quota/scheduler, authority/provider and host supervisor. The manager consumes bounded summaries, pages and evidence on demand.
  • Order: make the 25th and later registered Agents discoverable by stable identity/pagination, then qualify concurrent cohorts of 10, 30 and 100+. Retain the bounded eight-lane plan contract; organize larger work as traceable batches/subgoals rather than changing the limit to 100.
  • Scheduling: coalesce wakeups, back off, bound provider/host admission and budgets, preserve fairness and isolate failures. The existing scheduler remains the only scheduling owner. Completion/failure/decision events drive attention; periodic readback repairs gaps. Do not put every peer into every Agent's prompt each turn.
  • Exit: at each size record registered/active counts, passed/failed/untested cases, p50/p95 queue/recovery latency, time to first useful action, duplicate effects, rejected stale writes, cost per accepted artifact, human interventions and queue/history growth. Freeze budget, load and SLO before experiments; do not tune thresholds after seeing results.
  • Final acceptance: users submit and revise a macro-goal through both entries; heterogeneous local/cloud workers deliver dependent artifacts continuously. The manager detects blockers, replans within grants, reports and closes the Goal through independent acceptance. No duplicate protected effects or stale/unauthorized commits; performance claims need real measurements. Run synthetic pressure before an explicitly authorized live cohort. This plan starts no hundred-Agent paid run.
  • Rollback: reduce concurrency/admission while retaining registrations, history and reconciliation; never weaken correctness gates.

Heartbeat command guidance preserves the selected registry through guard, action selection, recovery and settlement, independently of the caller's working directory and runtime root, including contract rebuilds for retained selections and required capability reads. File/SQLite fixtures execute generated settlement commands from a conflicting-registry directory and verify one-spend replay. This qualifies bounded routing; it does not qualify host latency or fleet scale.

7. Execution and Review Contract

Select one complete, verifiable slice whose prerequisites hold. Check latest main and canonical Todos first; qualify existing work instead of rebuilding it, update existing tasks and retain supersession lineage. These cards are a static roadmap. Actual assignees, status, PRs and blockers belong in LoopX Todos.

Each implementation Todo/PR must answer:

  1. Outcome: user action and before/after behavior; R card and owning RFC acceptance ID.
  2. Facts: baseline/head, shipped dependencies and unresolved fields/states; inspect code, not PR titles.
  3. Ownership: one semantic owner, provider/profile and real callers; deleted decisions/writers and compatibility callers retained for a concrete reason.
  4. Invariants: independent expected outcomes before characterization/negative tests; repair incorrect rules rather than updating goldens to hide defects.
  5. Failure: select applicable no-effect rejection, concurrency, timeout, partial commit, crash/replay, stale-basis and default-off parity cases.
  6. Product: CLI/managed, packaged frontend and Lark interaction, readback and feedback; verify why companion work is unnecessary, and label untested surfaces.
  7. Delivery: explicit staging, DCO, relevant canary, public-boundary scan and PR; retain real authority gates and first-screen PR evidence.
  8. Continuation: one executable successor, changed dependencies/blockers and rollback. Fields, passing tests or an arbitrary receipt do not establish a full milestone.

Less capable execution Agents can repair specified counterexamples and perform mechanical migration within this contract. New authority, state machines, cross-host identities and incompatible schema changes require the relevant owner's review of the exact diff, rules and evidence; model class or Agent self-assessment is not the oracle. The bounded future-facing pass should remove duplicate knowledge; larger adjacent refactors become scoped successors.

Recommended first batches: R1 semantic/readback repairs as a cohesive change; then durable recovery and source-basis constraints on the same path; then R2 small-team acceptance. Existing-result delivery repairs under R3 and selected-profile qualification preparation under R5 may proceed in other tasks without concealing R1 blockers.

8. Recent Steward Delivery Audit and Evidence

Current main has a steward channel, executor configuration, team-plan confirmation, initial Todo materialization and a local peer directory. Recent delivery is useful: it reuses the canonical Todo owner and preserves same-Goal validation and audience boundaries. It has not yet demonstrated a steward coordinating continuously working Agents through independent Goal acceptance and automatic return. Existing tests mainly prove local paths; some plan commitments disappear at materialization, and unsuccessful outcomes are not fully distinguished from success.

The target is an owner expressing goals, adding constraints and changing direction through the local frontend or Lark, while a persistent steward investigates, organizes work, coordinates local managed and cloud Agents, recovers failures and reports verifiable outcomes. The scale target starts with hundreds of registered Agents, then qualifies hundreds of simultaneously active Agents. Registration count, active executors and measured throughput must be reported separately.

Progress means another independently reproducible user journey, not more fields or merged PRs. This assessment concerns commits and implementation. It does not infer quality from model or author identity, or attribute adjacent contributors' changes to one Agent.

Useful Delivery and Its Limits

Area Reusable facts What they do not establish
Channel and configuration steward_executor machine configuration and channel readback; private Codex trusted_owner in manager_runtime; #4510, #4557 Equivalent capable, persistent tool sessions through single-segment DSH Chat
Team intake #4519/#4522/#4524/#4535/#4538: bounded plan, Goal identity, registration validation, Todo owner and receipts; #4547/#4548/#4552: frontend confirmation and browser fixture Team launch, enforced budget, Goal-intent alignment or the same qualified Lark path
Peer discovery #4544: same-Goal local directory, 24-row cap, explicit presence/lease coverage gaps Complete discovery of 100 Agents, authenticated remote identities or takeover/lease authority
TS kernel Typed owners and partial whole-transaction cutovers for Todo, lease, quota/replan Every writer migrated, or new Python orchestration automatically satisfying replacement-first
Shared authority AuthorityStore, File/SQLite candidates, PostgreSQL store/service admission seam, recovery and conformance foundations A deployed authenticated cross-host service, a promoted default provider or distributed quota
Alignment Stage 1/2 source-basis reader and amendment admission/retention A full Goal-intent revision in source_basis_digest, or Stage 3 automatic commit
Managed execution turn run-once, managed step, attached broker and executor fences Unattended long-horizon supervision from one bounded segment, or a healthy executor for every registered Agent
Semantic peer delivery Existing Inbox/reply owners now carry immutable briefs, same-Goal peer requests, explicit result consumption and original-conversation readback; real managed demo Controller-driven phases do not qualify autonomous scheduling, cross-host/Lark peers or full G1/M2–M4

Verified Findings

These are synthetic-fixture results at the exact baseline, without live user content. F1–F4 exercise existing ChatActionService.preview/apply with isolated Goals. F4 injects failure immediately before the second Todo write; the other writes use the actual local Todo writer. F5–F7 are source/contract findings.

R1 acceptance coverage checkpoint. New owner acceptance configurations must explicitly select named work or all advancement work; bounded experiments no longer implicitly gate future independent tasks. Legacy contracts retain their scope until owner reconfiguration. Claim, lease, completion, verification and read-only delivery surfaces share the TS acceptance owner. A blocker ACK remains a wait checkpoint, not recovery completion; scope correction must prove restored independent admission without weakening task-level validation. See the acceptance contract. This narrows a local recovery gap, not the full R1/R2 coordination acceptance.

R1 transaction checkpoint. Team-plan admission and whole-batch planning now live in work_items/team_plan.ts. Confirmation assigns all admitted lanes in one write with a durable operation receipt; identity is proposal + lane, never Todo text. File/SQLite authority uses the existing CAS and receipt owner; legacy Markdown writes the records and immutable receipt together under its existing fence and lock. Exact replay reads historical results even after a receiver changes, completes or deletes work. A precommit failure creates no lane prefix, and pending canonical display delivery requires recovery before Chat reports verified success. The card names partial assignments and gaps; quota/stop remain advisory and an explicit enforcement claim is rejected. Agent-originated settlement binds the same state basis at its journal's first write and re-reads it at settlement; a plan whose basis is missing or moved, or whose every lane is a gap, is a typed failed receipt that creates no Todo and replays unchanged.

This closes the local assignment/retry portion of F4, not R1's collaboration acceptance. Registered receivers are assigned without being impersonated as authors; agent-originated settlement cannot assign another peer without owner confirmation. Assignment does not attest receiver adoption, a lease, execution, dependency consumption or independent acceptance. Do not add a second confirmation to ordinary already-authorized work. Gap resolution requires new explicit intent; replay must not silently extend the confirmed subset. The fingerprint binds current local state and canonical revision, not a full shared Goal-intent transaction. Local registry and active-state guards now remain held through the typed commit: native token claims survive caller exit, changed source bytes reject new assignments, and expired handoffs can only replay an exact committed receipt. Registry contention returns a retryable failure without creating work; canonical display recovery runs after the source guards release. Failed retry-safe Team Plan proposals retain their original review identity after Goal or manager workspace reload; retry revalidates current source facts and recovers existing assignments rather than generating a new proposal. Stale, gated and unsafe failures remain unavailable for this recovery, including in the already-open drawer. Chat recovery resolves the current registered Goal and source before receipt lookup; a removed Goal or unreadable bound source can block recovery. Canonical display recovery follows the current registered source, so this slice does not recover a deleted source binding. R2/R3/R4 still own executor qualification, receiver adoption/result return and shared intent/authorization; the cross-host Turn lease is not a plan barrier.

Validation: production Chat apply and real file projection recovery; packaged confirmation card; typed batch cases on FileAuthorityStore and an isolated PostgreSQL server, including equal-text identities, concurrent commit, invalid final lane, lost response and receiver changes. These fixtures do not qualify Lark transport or cross-host worker execution.

ID / Priority Trigger, result and consequence Location and successor
F1 / P0 A plan declares P0, apply succeeds, and list_goal_todos returns null priority. Lane acceptance, quota envelope and stop condition also do not enter this apply path's work/execution constraints. Confirmed commitments differ from actual work. governed_transition_proposal.py::_apply_team_plan passes text/action/claim; team-plan-preview.ts displays the declarations. → R1
F2 / P0 Change the active-state objective after preview without changing registry bytes; the old plan still returns team_plan_applied. Preview binds registry bytes, not intent or relevant work/authorization facts. chat_actions.py::_registry_fingerprint, _apply_team_plan; _intent_basis_for reads only at apply and may omit the result. It is not a commit precondition. → R1/R4
F3 / P1 Every lane is unregistered and zero Todos are created, but the result is team_plan_lanes_already_present, projection_verified: true, and an empty Todo id. Success language hides missing staffing. chat_actions.py::_apply_team_plan; the existing gap test checks only the empty list. → R1
F4 / P0 Failure on the second lane leaves the first Todo committed, the Chat proposal applying, and no complete receipt. Manual retry fills the gap; durable per-lane reconciliation, automatic recovery, an execution barrier and replay after intervening work changes are not demonstrated. Multiple add_goal_todo calls precede checkpoint; the Chat caller supplies empty receipts and a no-op checkpoint. → R1
F5 / P1 intent_basis and prose calling it a canonical intent revision overstate the evidence. Alignment explicitly defines a source-facts/event-axis digest, plus the applicable Todo revision, rather than the complete intent envelope. goals/shared_goal_alignment.py module contract and the old harness-selection team section. → documentation correction here + R4
F6 / P1 ready validates registration and action kind, not runtime binding, actual tool eligibility or configured execution capacity. Having gap reason codes does not prove those conditions are machine-detected. validate_steward_team_plan_preview; agents/directory.py explicitly has no presence provider. → R2
F7 / P1 The manager RFC still calls delivery a proposal, the selection RFC still says no frontend confirmation surface, and later paragraphs separately add shipped progress. The authority introduction still says service admission is unshipped. This can cause duplicate work or skipped gaps. This revision aligns checkpoints, compresses stale progress and establishes one roadmap. Do not repair competing current truths by appending another dated paragraph.

The assessment is to retain the useful local implementation and boundary discipline, while strengthening cross-module semantic preservation, recovery, current-state maintenance and whole-journey acceptance. The current product is suitable for bounded trials and hardening. Plan confirmation, one answer or a test count cannot substantiate hundred-Agent long-horizon coordination.

At the stated baseline with source-checkout Python 3.13.13, these groups returned 69 passed and 108 passed, respectively:

uv run --extra test python -m pytest -q tests/test_steward_team_plan_preview.py tests/test_steward_team_plan_apply.py tests/test_chat_team_plan_action.py tests/test_manager_team_plan_guidance.py tests/test_manager_channel_binding.py tests/control_plane/test_peer_agent_directory.py tests/capabilities/test_steward_executor_machine_defaults.py tests/capabilities/test_manager_runtime_profile.py
uv run --extra test python -m pytest -q tests/test_turn_managed_executor_binding.py tests/test_loopx_turn_managed_step.py tests/test_attached_session_cli.py tests/test_manager_context_handoff.py tests/test_manager_context_roundtrip.py tests/control_plane/test_shared_goal_alignment.py tests/control_plane/test_shared_goal_alignment_cli.py

These 177 tests are not a full repository run or live cloud/model, packaged-browser, Lark or PostgreSQL qualification. The #4552 browser fixture and live source-read record in the selection RFC are historical evidence, not rerun here, and do not qualify team execution. F1–F4 reproduction steps are fixed in the findings table; implementation should add the corresponding independent semantic regressions to existing tests, not commit temporary diagnostic scripts or private run logs.

Update the current assessment, card boundaries and qualifying evidence in place. Move long historical ledgers to companions and keep domain RFC status synchronized. If domain state/authority/migration contracts conflict, stop affected implementation and repair the documents rather than overriding accepted authority through this roadmap. Merging this document accepts a discoverable, claimable design route; it does not complete R1–R7 or pass implementation and promotion gates.

Appendix A: Execution ledger

Dated checkpoints for this RFC are files under ledger/loopx-overall-roadmap-v0/, one dated entry per change, named and paired per the ledger convention. An entry states what the change measured, what it changed, and what it did not establish; this body keeps only a pointer to it.