optimclaw/src/agent/CLAUDE.md

Agent Module

Core agent logic. This is the most complex subsystem — read this before working in src/agent/.

Module Map

File	Role
agent_loop.rs	Agent struct, AgentDeps, main run() event loop. Delegates to siblings.
dispatcher.rs	Agentic loop for conversational turns: LLM call → tool execution → repeat. Injects skill context. Returns Response or NeedApproval.
thread_ops.rs	Thread/session operations: process_user_input, undo/redo, approval, auth-mode interception, DB hydration, compaction.
commands.rs	System command handlers (/help, /model, /status, /skills, etc.) and job intent handlers.
session.rs	Data model: Session → Thread → Turn. State machines for threads and turns.
session_manager.rs	Lifecycle: create/lookup sessions, map external thread IDs to internal UUIDs, prune stale sessions, manage undo managers.
router.rs	Routes explicit /commands to MessageIntent. Natural language bypasses the router entirely.
scheduler.rs	Parallel job scheduling. Maintains jobs map (full LLM-driven) and subtasks map (tool-exec/background).
(moved to src/worker/job.rs)	Per-job execution now lives in src/worker/job.rs as JobDelegate, using the shared run_agentic_loop() engine.
agentic_loop.rs	Shared agentic loop engine: run_agentic_loop(), LoopDelegate trait, LoopOutcome, LoopSignal, TextAction. All three execution paths (chat, job, container) delegate to this.
compaction.rs	Context window management: summarize old turns, write to workspace daily log, trim context. Three strategies.
context_monitor.rs	Detects memory pressure. Suggests CompactionStrategy based on usage level.
self_repair.rs	Detects stuck jobs and broken tools, attempts recovery.
heartbeat.rs	Proactive periodic execution. Reads HEARTBEAT.md, notifies via channel if findings.
submission.rs	Parses all user submissions into typed variants before routing.
undo.rs	Turn-based undo/redo with checkpoints. Checkpoints store message lists (max 20 by default).
routine.rs	Routine types: Trigger (cron/event/system_event/manual) + RoutineAction (lightweight/full_job) + RoutineGuardrails.
routine_engine.rs	Cron ticker and event matcher. Fires routines when triggers match. Lightweight runs inline; full_job dispatches to Scheduler.
task.rs	Task types for the scheduler: Job, ToolExec, Background. Used by spawn_subtask and spawn_batch.
cost_guard.rs	LLM spend and action-rate enforcement. Tracks daily budget (cents) and hourly call rate. Lives in AgentDeps.
job_monitor.rs	Subscribes to SSE broadcast and injects Claude Code (container) output back into the agent loop as IncomingMessage.

Session / Thread / Turn Model

Session (per user)
└── Thread (per conversation — can have many)
    └── Turn (per request/response pair)
        ├── user_input: String
        ├── response: Option<String>
        ├── tool_calls: Vec<ToolCall>
        └── state: TurnState (Pending | Running | Complete | Failed)

• A session has one active thread at a time; threads can be switched.
• Turns are append-only. Undo rolls back by restoring a prior checkpoint (message list, not a full thread snapshot).
• UndoManager is per-thread, stored in SessionManager, not on Session itself. Max 20 checkpoints (oldest dropped when exceeded).
• Group chat detection: if metadata.chat_type is group/channel/supergroup, MEMORY.md is excluded from the system prompt to prevent leaking personal context.
• Auth mode: if a thread has pending_auth set (e.g. from tool_auth returning awaiting_token), the next user message is intercepted before any turn creation, logging, or safety validation and sent directly to the credential store. Any control submission (undo, interrupt, etc.) cancels auth mode.
• ThreadState values: Idle, Processing, AwaitingApproval, Completed, Interrupted.
• SessionManager maps (user_id, channel, external_thread_id) → internal UUID. Prunes idle sessions every 10 minutes (warns at 1000 sessions).

Agentic Loop (dispatcher.rs)

All three execution paths (chat, job, container) now use the shared run_agentic_loop() engine in agentic_loop.rs, each providing their own LoopDelegate implementation:

• ChatDelegate (dispatcher.rs) — conversational turns, tool approval, skill context injection
• JobDelegate (src/worker/job.rs) — background scheduler jobs, planning support, completion detection
• ContainerDelegate (src/worker/container.rs) — Docker container worker, sequential tool exec, HTTP event streaming

run_agentic_loop(delegate, reasoning, reason_ctx, config)
  1. Check signals (stop/cancel) via delegate.check_signals()
  2. Pre-LLM hook via delegate.before_llm_call()
  3. LLM call via delegate.call_llm()
  4. If text response → delegate.handle_text_response() → Continue or Return
  5. If tool calls → delegate.execute_tool_calls() → Continue or Return
  6. Post-iteration hook via delegate.after_iteration()
  7. Repeat until LoopOutcome returned or max_iterations reached

Tool approval: Tools flagged requires_approval pause the loop — ChatDelegate returns LoopOutcome::NeedApproval(pending). The web gateway stores the PendingApproval in session state and sends an approval_needed SSE event. The user's approval/deny resumes the loop.

Shared tool execution: tools/execute.rs provides execute_tool_with_safety() (validate → timeout → execute → serialize) and process_tool_result() (sanitize → wrap → ChatMessage), used by all three delegates.

ChatDelegate vs JobDelegate: ChatDelegate runs for user-initiated conversational turns (holds session lock, tracks turns). JobDelegate is spawned by the Scheduler for background jobs created via CreateJob / /job — it runs independently of the session and has planning support (use_planning flag).

Command Routing (router.rs)

The Router handles explicit /commands (prefix /). It parses them into MessageIntent variants: CreateJob, CheckJobStatus, CancelJob, ListJobs, HelpJob, Command. Natural language messages bypass the router entirely — they go directly to dispatcher.rs via process_user_input. Note: most user-facing commands (undo, compact, etc.) are handled by SubmissionParser before the router runs, so Router only sees unrecognized /xxx patterns that haven't already been claimed by submission.rs.

Compaction

Triggered by ContextMonitor when token usage approaches the model's context limit.

Token estimation: Word-count × 1.3 + 4 overhead per message. Default context limit: 100,000 tokens. Compaction threshold: 80% (configurable).

Three strategies, chosen by ContextMonitor.suggest_compaction() based on usage ratio:

• MoveToWorkspace — Writes full turn transcript to workspace daily log, keeps 10 recent turns. Used when usage is 80–85% (moderate). Falls back to Truncate(5) if no workspace.
• Summarize (keep_recent: N) — LLM generates a summary of old turns, writes it to workspace daily log (daily/YYYY-MM-DD.md), removes old turns. Used when usage is 85–95%.
• Truncate (keep_recent: N) — Removes oldest turns without summarization (fast path). Used when usage >95% (critical).

If the LLM call for summarization fails, the error propagates — turns are not truncated on failure.

Manual trigger: user sends /compact (parsed by submission.rs).

Scheduler

Scheduler maintains two maps under Arc<RwLock<HashMap>>:

• jobs — full LLM-driven jobs, each with a Worker and an mpsc channel for WorkerMessage (Start, Stop, Ping, UserMessage).
• subtasks — lightweight ToolExec or Background tasks spawned via spawn_subtask() / spawn_batch().

Preferred entry point: dispatch_job() — creates context, optionally sets metadata, persists to DB (so FK references from job_actions/llm_calls are valid immediately), then calls schedule(). Don't call schedule() directly unless you've already persisted.

Check-insert is done under a single write lock to prevent TOCTOU races. A cleanup task polls every second for job completion and removes the entry from the map.

spawn_subtask() returns a oneshot::Receiver — callers must await it to get the result. spawn_batch() runs all tasks concurrently and returns results in input order.

Self-Repair

DefaultSelfRepair runs on repair_check_interval (from AgentConfig). It:

1. Calls ContextManager::find_stuck_jobs() to find jobs in JobState::Stuck.
2. Attempts ctx.attempt_recovery() (transitions back to InProgress).
3. Returns ManualRequired if repair_attempts >= max_repair_attempts.
4. Detects broken tools via store.get_broken_tools(5) (threshold: 5 failures). Requires with_store() to be called; returns empty without a store.
5. Attempts to rebuild broken tools via SoftwareBuilder. Requires with_builder() to be called; returns ManualRequired without a builder.

Note: the stuck_threshold duration is stored but currently unused (marked #[allow(dead_code)]). Stuck detection relies on JobState::Stuck being set by the state machine, not wall-clock time comparison.

Repair results: Success, Retry, Failed, ManualRequired. Retry does NOT notify the user (to avoid spam).

Key Invariants

• Never call .unwrap() or .expect() — use ? with proper error mapping.
• All state mutations on Session/Thread happen under Arc<Mutex<Session>> lock.
• The agent loop is single-threaded per thread; parallel execution happens at the job/scheduler level.
• Skills are selected deterministically (no LLM call) — see skills/selector.rs.
• Tool results pass through SafetyLayer before returning to LLM (sanitizer → validator → policy → leak detector).
• SessionManager uses double-checked locking for session creation. Read lock first (fast path), then write lock with re-check to prevent duplicate sessions.
• Scheduler.schedule() holds the write lock for the entire check-insert sequence — don't hold any other locks when calling it.
• cheap_llm in AgentDeps is used for heartbeat and other lightweight tasks. Falls back to main llm if None. Use agent.cheap_llm() accessor, not deps.cheap_llm directly.
• CostGuard.check_allowed() must be called before LLM calls; record_llm_call() must be called after. Both calls are separate — the guard does not auto-record.
• BeforeInbound and BeforeOutbound hooks run for every user message and agent response respectively. Hooks can modify content or reject. Hook errors are logged but fail-open (processing continues).

Complete Submission Command Reference

All commands parsed by SubmissionParser::parse():

Input	Variant	Notes
/undo	Undo
/redo	Redo
/interrupt, /stop	Interrupt
/compact	Compact
/clear	Clear
/heartbeat	Heartbeat
/summarize, /summary	Summarize
/suggest	Suggest
/new, /thread new	NewThread
/thread <uuid>	SwitchThread	Must be valid UUID
/resume <uuid>	Resume	Must be valid UUID
/status [id], /progress [id], /list	JobStatus	/list = all jobs
/cancel <id>	JobCancel
/quit, /exit, /shutdown	Quit
yes/y/approve/ok and aliases	ApprovalResponse { approved: true, always: false }
always/a and aliases	ApprovalResponse { approved: true, always: true }
no/n/deny/reject/cancel and aliases	ApprovalResponse { approved: false }
JSON ExecApproval{...}	ExecApproval	From web gateway approval endpoint
/help, /?	SystemCommand { "help" }	Bypasses thread-state checks
/version	SystemCommand { "version" }
/tools	SystemCommand { "tools" }
/skills [search <q>]	SystemCommand { "skills" }
/ping	SystemCommand { "ping" }
/debug	SystemCommand { "debug" }
/model [name]	SystemCommand { "model" }
Everything else	UserInput	Starts a new agentic turn

SystemCommand vs control: SystemCommand variants bypass thread-state checks entirely (no session lock, no turn creation). Quit returns Ok(None) from handle_message which breaks the main loop.

Adding a New Submission Command

Submissions are special messages parsed in submission.rs before the agentic loop runs. To add a new one:

1. Add a variant to Submission enum in submission.rs
2. Add parsing in SubmissionParser::parse()
3. Handle in agent_loop.rs where SubmissionResult is matched (the match submission { ... } block in handle_message)
4. Implement the handler method (usually in thread_ops.rs for session operations, or commands.rs for system commands)