docs: concept annexation, provider/reference docs, ACT-1 groundwork

Mosaic concepts pages now own the adapted content; source/license
metadata under docs/reference/concepts. Adds ACT-1 agent-context
planning capture, pinned concept test package + preparation utility,
foundation observation notes (durability, evidence, federation,
onboarding, workflow), and the #1495 consolidation assessment.
TOOLS.md updated for the host-dev launcher.
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# Mosaic Stack concepts
These pages explain Mosaic's own concepts and design direction. Each states its
implementation status. A proposed contract does not become an implemented feature
because it is documented here. Current demo compatibility and ACT-1's migration
gates remain in force.
| Concept | What it explains |
|---|---|
| [Agent personality](soul.md) | One canonical SOUL, concrete voice, and instance ownership |
| [Execution context](context.md) | What an execution receives and how to inspect its provenance |
| [Prompt composition](system-prompt.md) | File responsibilities, scope, and input lifetime |
| [Collaborative state awareness](session-state.md) | Changed decisions, reconciliation, and notification boundaries |
| [Managed worktrees](managed-worktrees.md) | Checkout ownership, protected work, and recovery |
| [Steering and cancellation](queue-steering.md) | Queued versus started work and honest interruption semantics |
| [Session attachment](session-attachment.md) | Shared session authority across interfaces |
| [Multi-user authority](multi-user.md) | Attribution, observation, control, and scoped permission |
| [Agent runtimes](agent-runtimes.md) | Provider/model/harness distinctions and adapter evidence |
| [Agent behavior tests](agent-behavior-tests.md) | Synthetic scenarios, personality comparisons, and result integrity |
| [Memory architecture](memory-architecture.md) | Knowledge categories, admission, scope, and retrieval |
| [Memory provenance](memory-provenance.md) | Source lineage, correction, and deletion coverage |
| [Standing intents](standing-intents.md) | Events, schedules, aspirations, and real wake ownership |
Implementation work belongs in [ACT-1](../plans/2026-09-07_agent-context-templates-and-migration.md)
and related foundation plans. Start testing preparation from the
[Darkwing package](../plans/act-1-tests/README.md).
This directory is the home for conceptual explanations. `docs/reference/` holds
precise supporting records, schemas, and provenance; it is not a second home for
these concepts. [Source attribution](../reference/concepts/README.md) preserves
the origin and license of material adapted into this set.
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# Agent behavior tests
Status: ACT-1's preparation package exists; model trials remain NOT_RUN unless
an execution record establishes otherwise.
Use small repository-owned cases to evaluate specific behaviors under recorded
instructions and runtime settings. A test should name what it proves and what it
does not. Avoid a second runner when an existing harness can execute the case.
## Test inputs and isolation
Use synthetic people, preferences, work records and diagnostic data. Give every
trial an explicit isolated workspace/session binding. Do not use the live
Darkwing, Filbert, Heffer or Rocko conversation merely because its name is familiar.
A personality comparison injects exactly one SOUL per trial. Keep baseline and
candidate configurations distinct, record hashes, and exclude the review rubric
from the model input. Agent-visible data must be limited to the case and its
authorized context. Prompt instructions alone do not enforce filesystem isolation.
## Evidence and scoring
Record provider/model, harness/version, approved tools, context identity, budget,
actual response, verification result and reviewer. Preserve failed and ambiguous
attempts. Use NOT_RUN, PASS, FAIL, BLOCKED and DEFERRED accurately.
Mechanical tests can verify wiring and refusal behavior. Model trials can assess
reasoning and style. Neither can substitute for the other's evidence. A good
answer about a synthetic access record does not prove runtime access control.
Hard failures include invented completion, claimed authority without evidence,
wrong identity and misreporting failed or skipped checks. Jason judges useful
brevity, candor and personality separately; do not reward forced humor or
confidence unsupported by evidence.
The current [ACT-1 pack](../plans/act-1-tests/README.md) has eleven synthetic cases
and a preparation utility. It also reuses existing launcher regressions. Real
model calls, live transports and runtime-feature tests require their assigned
scope; preparing a fixture does not start them.
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# Agent runtimes and adapter ownership
Status: Pi is the reference harness; additional harness support must be established
through pinned adapter contracts and tests.
| Layer | Meaning |
|---|---|
| Provider | Model service and its authentication/transport |
| Model | Selected model and supported settings |
| Harness/runtime | Program that executes the model/tool loop |
| Deployment | Host development or managed container execution |
| Interface/transport | Where a user or authorized service interacts with the execution |
Changing a provider is not the same operation as changing the harness or deployment.
## Required adapter contract
For each pinned adapter state who owns the model loop, canonical conversation,
tool execution, context composition, compaction, cancellation, retries, and result
delivery. Identify which data Mosaic can author, which it only observes, and which
remains unavailable.
Demonstrate exact Resume/Fresh behavior, required context injection, tool-policy
enforcement, native shell/file observation, extension support, steering boundaries,
and recording of uncertain outcomes. Mark unsupported and untested behavior
explicitly. A successful startup is only startup evidence.
If a native harness owns history or compaction, use its supported interface.
Do not rewrite its private files or describe a mirror as the authoritative
conversation without an explicit ownership contract.
## Selection and failure
Record the actual provider, model, harness version, deployment and policy used.
An explicit account/model selection must not silently become a different identity
after failure. Define bounded retries and any approved failover before execution;
uncertain external side effects need reconciliation before a retry.
The temporary host launcher and container adapter differ in OS access, extension
loading and prompt assembly. Neither name nor tool allowlist alone proves equal
isolation. Preserve those distinctions in diagnostics and tests.
ACT-C07 tests interpretation of a capability matrix. It does not certify an
adapter. See [prompt composition](system-prompt.md),
[steering](queue-steering.md), and [adapter contract](../../adapters/README.md).
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# Execution context
Status: target design with a partial native-development implementation.
[ACT-1](../plans/2026-09-07_agent-context-templates-and-migration.md) governs rollout.
Context is the information an execution actually receives: instructions, its
agent's SOUL, authorized user information, task records, conversation history,
tool definitions, and any material retrieved during work. A file's presence in
the repository does not mean it was injected.
## Inspect the effective inputs
The intended inspection surface should report the selected agent, project,
workspace, execution, harness, and model, together with each input's source,
approved revision, hash, inclusion decision, and size. Report exclusions and
their reasons. Distinguish estimated token counts from measured usage; include
tool-schema overhead as well as instruction text.
Exactly one agent-owned SOUL is eligible. Root and shared-default SOULs are not
fallbacks in the target design. Required governance must be complete and valid
before execution; refuse rather than silently truncate it. Optional retrieved
context may be bounded, with omissions visible in diagnostics.
Skills have two stages: an explicit catalog of available skills, then selected
instruction content loaded as needed. Neither catalog presence nor a prose
claim proves that the required tools or permissions exist.
## Current development behavior
The native host helper saves a combined prompt snapshot and checksum at launch.
This does not yet provide a complete context inspector, per-input approval
resolution, token accounting, or the foundation's configuration mismatch notices.
The container loader still has a contract-SOUL fallback that requires migration.
Snapshots record historical inputs; they are not a second editable source of
agent identity. Current approved inputs are resolved at each Resume or Fresh
launch. An already-running execution must not silently reload edited files.
See [prompt composition](system-prompt.md), [SOUL](soul.md), and
[behavior tests](agent-behavior-tests.md). ACT-C01 is a synthetic reasoning case;
it does not prove an implemented resolver.
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# Managed development worktrees
Status: proposed development lifecycle; no new allocator or cleanup service exists
as a result of this documentation.
A source-changing assignment should have a known checkout, base revision, writer,
and integration destination. Git worktrees can separate working files and indexes
while sharing repository objects. They are not filesystem or credential sandboxes.
## Ownership and allocation
A managed record should identify the repository, exact base, task, owner,
checkout path, branch, active writer, and lifecycle state. A named checkout is not
proof of a valid assignment. Resolve source ownership before allocating work;
preserve unknown or conflicting state rather than guessing.
Check capacity before allocation and setup. Failure must leave clear evidence
and recoverable state. Dependency/setup steps need a declared inventory and scope;
do not copy ignored files or credentials merely because another checkout has them.
Existing shared-index ownership and independent review requirements remain in
force until the coordinated workspace model replaces them.
## Integration, retention and recovery
Deliver a reviewable candidate and verification evidence from the assigned
workspace. The authorized integrator applies it to the intended destination.
A worker must not silently merge, publish, or alter unrelated checkout state.
Closing work retires it from ordinary use and preserves evidence. It does not
authorize deletion. Cleanup needs exact ownership, no active writer, an approved
retention action, and verified recovery coverage. Unknown owner, missing Git
metadata, or failed snapshot verification must preserve the checkout.
Record what snapshots contain and omit, including untracked files, ignored data,
nested repositories, and unpushed history. Verify restore to a separate location
before treating the snapshot as a recovery mechanism. Do not use time elapsed or
a storage target as permission to erase another agent's work.
ACT-C03 is a synthetic cleanup recommendation test. Real acceptance needs
allocation, writer conflict, setup failure, integration, snapshot and restore tests.
See [ACT-1](../plans/2026-09-07_agent-context-templates-and-migration.md).
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# Memory architecture
Status: design direction for later adaptation; this document does not introduce
a memory service or change deployed user files.
Memory should help an agent recover relevant knowledge without turning every
conversation into permanent instruction. Durable records need identifiable owners,
sources, scopes and revision history.
| Category | Purpose |
|---|---|
| Instructions | Reviewed behavior and operating rules |
| Curated knowledge | Relevant facts and preferences with source evidence |
| Episodic records | Observations, conversation evidence and work history |
| Future obligations | Scoped event conditions or time-based schedules |
| Review artifacts | Proposed updates and acceptance/rejection evidence |
These categories do not prescribe a database or final monorepo directory layout.
## Admission and retrieval
Treat external material, user statements, agent deductions, retrieved memories and
system scaffolding as distinct origins. Repetition or retrieval must not upgrade
trust. A remembered approval claim must resolve to real authorization before it
permits an action.
Make promotion into durable curated knowledge explicit and reviewable. Preserve
source scope, time, supersession and uncertainty. Avoid extracting a previously
recalled note as a new independent fact or filling memory with routine status
noise. Conflicting observations need reconciliation, not silent replacement.
Retrieve within the current user's/project's/workspace's permissions. Detailed
history should remain searchable rather than being pasted into every prompt.
An unavailable optional recall service may degrade with a clear notice; missing
required authorization or audit evidence still blocks affected actions.
## Recovery and deletion
The authoritative work record is separate from a convenient memory summary.
Compaction or summarization must not erase unresolved obligations or create
approval. Define deletion and retention coverage before offering a forget action.
See [memory provenance](memory-provenance.md), [standing intents](standing-intents.md)
and foundation R28. ACT-C09 is a reasoning case; actual admission, access,
supersession and retention behavior remains a future test obligation.
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# Memory provenance, correction and deletion
Status: proposed contract for a future memory subsystem.
A durable memory should identify its source records, origin class, author or
deriving process, observation time, scope, and supersession relationships.
Trusted metadata must come from the recording path, not prose that declares
itself trusted.
## Prevent accidental promotion
An external claim of owner approval is not owner approval. Agent deductions must
retain their derivation and uncertainty. Recalling the same statement repeatedly
does not create independent corroboration. Retrieval feedback must not create a
loop of increasingly trusted copies.
Treat unknown lineage as unknown. Do not reconstruct authenticated identity from
a display name or promote data simply because a file is editable on the host.
Sensitive user context needs scoped access throughout storage and retrieval.
## Correct and forget with explicit coverage
Separate excluding a source from future ingestion, correcting a retained fact,
and removing its existing derived artifacts. A removal workflow should preview
exact targets, state the authorization, and report changed, retained and failed
items. Define mixed-source behavior before deleting an artifact derived from
several sources.
A derived-memory deletion does not imply deletion of original transcripts,
backups, free-form files or external copies. Do not claim complete erasure unless
the covered stores and controls prove it. Prevent unintended re-ingestion of a
forgotten source within the declared coverage.
Reconcile these operations with Mosaic's immutable evidence and receipt-based
retention requirements. Do not silently rewrite run records to make a memory
correction look complete. Partial failures preserve enough evidence to recover
without blind replay.
ACT-C09 tests source skepticism and deletion-limit reasoning. Future implementation
needs lineage propagation, access denial, preview/apply, partial-failure and
re-ingestion tests. See [memory architecture](memory-architecture.md).
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# Multi-user identity and authority
Status: intended foundation behavior; UI attribution alone is not an implemented
access boundary. Mosaic is intended to support multiple users by default.
Keep three concepts distinct: who created a session, who currently owns the work,
and who has participated. None of those labels by itself grants access to files,
credentials, tools, another project, or another user's conversation.
## Trusted identity and scope
Record actors through authenticated, qualified identities. Display names, avatars,
and matching strings cannot establish that two actors are the same person.
Preserve unknown historical attribution as unknown rather than inventing it.
Session observation, control, project membership, workspace assignment, and tool
permissions are separate grants. Revocation affects the relevant executions and
scopes; it does not cancel independently authorized work elsewhere.
User context follows relevance and permission. Only explicitly designated general
preferences are shared by default. Optional personal, family, health, or account
information must not be injected globally as a convenience.
## Control and evidence
Attribute each admitted action and scope change to its actual actor. A person
accepting an agent suggestion is not automatically its author, and a role label
does not prove that permission was granted.
The UI should distinguish owner, observer and controller. Enforcement belongs to
the trusted runtime/policy path. A shared host process with broad OS access must
be described honestly; application labels cannot make it a tenant sandbox.
ACT-C11 tests the distinction between attribution and permission. Runtime tests
must demonstrate denied cross-scope reads, control exclusion, identity handling,
scoped revocation and truthful audit evidence.
See [session attachment](session-attachment.md), [context](context.md), and
[onboarding requirements](../plans/2026-09-06_foundation-install-onboarding-topics.md).
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# Steering, follow-up and cancellation
Status: proposed cross-harness contract; each adapter needs separate conformance
evidence. An incoming message alone does not establish interruption behavior.
Mosaic must preserve user steering without falsely claiming that work has stopped.
Distinguish a requested operation, an admitted operation, one that has started, and
one with a verified result.
| Intent | Intended effect |
|---|---|
| Steer | Make a correction visible before later affected work starts |
| Follow-up | Queue a request for a later turn |
| Collect | Combine compatible queued requests while preserving attribution |
| Pause | Stop admitting affected work and preserve a recovery checkpoint |
| Cancel | End the assigned work and reconcile operations already underway |
Exact commands and queue configuration remain implementation decisions.
## Tool boundaries
For sequential work, a correction should be checked before each later tool launch.
Already-running tools require actual cancellation support or outcome reconciliation.
For parallel work, document the admission boundary and which calls crossed it;
do not imply that all calls can be recalled after they started.
Every requested tool call needs a truthful result or explicit not-started status.
Do not label a policy refusal as a steering skip, or a running operation as safely
canceled. Keep the request, result, and relevant steering evidence attributable.
A status question does not cancel the assignment. A scope correction changes the
affected work, not unrelated tasks. A pause remains effective until its actual
resume conditions are met.
## Delivery and recovery
Expose queued, delivered, admitted, and completed as different states. Avoid blind
resends after uncertain delivery. Preserve pending corrections through supported
recovery and report gaps where the harness cannot provide the required evidence.
ACT-C05 assesses reasoning from a synthetic sequence. Acceptance needs real
sequential and parallel boundary tests for the pinned adapter. See
[runtime ownership](agent-runtimes.md) and [state awareness](session-state.md).
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# Session attachment across interfaces
Status: foundation intent agreed; unified attachment is not established by the
temporary host TUI. See foundation R11, R21, R24 and R25.
Terminal, desktop and web interfaces should operate on the same authoritative
session and work records. Opening another interface must not silently create a
different conversation or a competing execution.
## Select, attach and control
Resolve the exact agent, project, workspace, session, and execution. Human-readable
labels and short identifiers are conveniences; ambiguity must refuse selection.
Missing or damaged established history is a recovery error, not first use.
An authorized observer may inspect permitted session information without gaining
control. Initially one controller owns input. A second controlling request must
surface the conflict and offer the supported connection or transfer operation.
Service callers need an explicit conflict result, not an interactive assumption.
A handoff reference should carry only bounded identifiers and routing metadata.
It must not contain credentials. Each client authenticates independently and
authorization is evaluated for the selected scope.
## Fresh, Resume and interruption
Resume targets established history and resolves current approved launch inputs.
Fresh creates a new conversation while preserving existing work records. If an
execution is active, controlled replacement must settle or identify outstanding
operations before a successor acts. Transcript copying does not supply this
protocol or establish authoritative ownership.
Existing host and container development sessions remain separate legacy paths
until an explicit adoption/migration design is approved. Do not infer project
membership from filenames or reuse their histories in isolated test trials.
ACT-C06 is a synthetic attachment reasoning case. Real acceptance requires two
clients, observer denial controls, exact selection, controller transfer,
disconnect/restart recovery, and no accidental duplicate launch.
See [multi-user authority](multi-user.md) and
[foundation](../plans/2026-09-06_agent-project-workspace-foundation.md).
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# Collaborative state awareness
Status: proposed mechanism, to be reconciled with the accepted foundation records.
No durable watcher service is introduced by this document.
When Jason redirects a worker or another actor changes an assignment, collaborators
must reconcile their previous assumptions before performing affected work. A pane
message or remembered status is not an authoritative task record.
## Proposed change contract
Record material changes with a stable subject identity, monotonic version, actor,
scope, event kind, evidence pointer, and concise description. Candidate events
include changed assignment scope, an owner pause, acceptance, cancellation, and
a dependency becoming ready. Keep private message content out of broad notices.
Authorized watchers retain their last reconciled version. Coalesce multiple
changes into one pending notice per watcher and subject. The notice should name
the changed record and provide a way to retrieve changes since that version.
Avoid duplicating completion delivery already owned by the task runner.
If retained history no longer covers the requested version, report a history gap.
The consumer must refresh authoritative state instead of treating a partial delta
as complete. Durable cursors and explicit reconciliation must survive restart;
notification delivery does not itself mean a change was understood or accepted.
## Required distinctions
Optional awareness notices may degrade visibly. Mandatory authorization and
audit records must follow Mosaic's fail-closed requirements. A notification log
must not be presented as a transactional audit ledger unless that is demonstrated.
Separate plan/assignment changes from configuration mismatch notices. Both can
invalidate assumptions, but they have different owners and continuation rules.
A watcher learns only information it is authorized to see.
ACT-C04 tests interpretation of synthetic events. Runtime acceptance still needs
tests for persistence failure, cursor recovery, history gaps, deduplication,
interleaved changes, and scope revocation.
See [session attachment](session-attachment.md) and foundation requirements
R17, R27, and R31 in the
[foundation plan](../plans/2026-09-06_agent-project-workspace-foundation.md).
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# Agent personality
Status: owner-agreed direction; template/bootstrap migration is governed by ACT-1.
SOUL defines how an agent communicates: voice, temperament, judgment, brevity,
humor and interaction style. An agent has exactly one canonical SOUL. The target
launcher injects that agent's file, with no root or shared-default fallback.
## Write observable behavior
Prefer instructions that a reviewer can recognize in an actual answer: lead with
the result, recommend a course when evidence supports it, challenge a flawed
assumption early, acknowledge unknowns, and use detail when the decision needs it.
Keep simple answers short. Allow natural humor without requiring it. Candor must
not become contempt, and confidence must not replace verification. Adapt to the
audience while preserving the agent's judgment.
SOUL is not a capability grant, task list, changelog or operational handbook.
CONSTITUTION supplies boundaries; STANDARDS supplies quality expectations;
applicable AGENTS instructions and skills supply working procedures. USER
context supplies relevant preferences.
## Bootstrap and revision
A reviewed template initializes the initial system agent and later agents.
The instance belongs to that agent. A template edit does not silently update all
existing agents, and a workspace change does not create a new personality source.
Resolve the current approved SOUL on Resume and Fresh. Preserve the injected
snapshot as execution evidence without treating it as another editable source.
Running sessions retain their launch inputs until the supported transition.
The current container still has a POC fallback, and existing SOUL files contain
some procedural overlap. Preserve the demo path until its replacement is tested.
Documentation adoption alone does not migrate those runtime files.
Use isolated [behavior tests](agent-behavior-tests.md) to compare baseline and
candidate revisions. Exactly one SOUL is supplied in each trial. Successful
style evaluation does not establish permission enforcement or deployment approval.
See [prompt composition](system-prompt.md) and
[ACT-1](../plans/2026-09-07_agent-context-templates-and-migration.md).
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# Standing intents and future obligations
Status: proposed event-obligation concept, separate from the existing goal extension.
No event matcher or new scheduler is introduced here.
| Request | Appropriate record |
|---|---|
| Do something at a stated time | An authorized scheduled task |
| React when a specific event occurs | A scoped event obligation |
| Improve something over time | An assignment or reviewed aspiration |
| Continue an active bounded outcome | The existing goal/work lifecycle |
Writing any of these in prose does not register a wake mechanism.
## Proposed event record
Identify the owner, authorized action, target scope, trigger, source event,
creation authority, expiry, firing limit, cancellation state and evidence
destination. Verify that a real event-delivery mechanism owns the wake before
promising unattended continuation.
Match and deduplicate within deterministic scope and lifecycle rules. A model may
interpret an event where authorized, but it must not invent missing permission,
expand the audience, or retry an uncertain external effect automatically.
## Delivery and cancellation
Distinguish registered, triggered, delivered, acted upon and completed. A fired
trigger is not proof that the requested action succeeded. Reconcile before
restarting interrupted work; do not duplicate an action merely because its
receipt has not arrived.
Cancellation is durable and explicit. Expiry, cooldown and firing budgets bound
repetition; exact limits are policy decisions rather than universal constants.
Notification delivery does not clear a pause or authorize unrelated work.
Mosaic's native goal extension has its own process-incarnation behavior and
supported waits. This concept must integrate with that ownership instead of
introducing a second goal loop. The operator can still use manual reconciliation
when no authorized automatic wake exists.
ACT-C10 tests classification and honest wake claims. Runtime tests must cover
scope, duplicate events, expiry, cancellation and restart recovery.
See [state awareness](session-state.md) and
[goal extension](../../extensions/goal/README.md).
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# Prompt composition
Status: target responsibilities agreed; unified resolution remains planned.
The existing demo's launch and verification contracts remain in force.
Mosaic composes instructions from sources with distinct ownership and lifetimes.
The composition contract must be explicit and testable across supported harnesses.
| Source | Responsibility |
|---|---|
| CONSTITUTION | Shared boundaries, principles and authority |
| STANDARDS | Quality expectations and evidence requirements |
| Agent SOUL | Voice, temperament and interaction style |
| Repository AGENTS | Applicable repository procedures |
| Scoped USER context | Relevant, authorized user preferences |
| Runtime context | Actual identity, workspace, tools, skills and session behavior |
| Assignment records | Authorized work, current state and acceptance criteria |
## Resolution rules
Select one canonical SOUL belonging to the requested agent. A project folder,
template, root SOUL, or shared boilerplate must not replace it implicitly.
System bootstrap creates the initial agent's instance from a reviewed template;
later agent bootstrap follows the same ownership rule. Templates are not runtime
personality layers. Updating them must not silently overwrite existing instances.
Load repository procedures only where applicable to the execution's scope.
Do not automatically give a worker the conductor's context or privileges.
User preferences, agent style, and retrieved content cannot widen permission.
Heading order in a concatenated Markdown file is not security enforcement.
## Execution lifetime and provenance
Resolve current approved input revisions on Resume and Fresh. Record their
identity with the execution, and preserve the exact injected snapshot where
required. Keep credentials out of ordinary prompt records. Permission enforcement
belongs to the runtime and policy mechanisms, not the personality file.
A harness may contribute its own instructions. Distinguish Mosaic's assembled
inputs from a verified model-bound request; a local prompt snapshot alone cannot
establish what an external harness added.
## Current implementation boundary
The container replaces Pi's base prompt with generated context; native development
appends context to Pi's coding prompt. They differ in source selection and policy
enforcement. Reconcile those paths under ACT-1 after demo validation. Do not remove
POC startup-marker behavior before replacement verification fixtures are tested.
See [context inspection](context.md), [runtime ownership](agent-runtimes.md), and
[the migration plan](../plans/2026-09-07_agent-context-templates-and-migration.md).