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oclaw/docs/plan_agent_v2_shadow.md
oliver 37522f492a feat: plan agent v2, global chat mode, and user-mode v2 flag sync 
- Add runtime/plan_agent_v2 package and shims; gateway/direct_loop/WS wiring

- Admin chat: interaction mode and specialist only in user menu; session API stores memory_mode and execution_mode only

- POST /admin/api/chat/user-mode mirrors plan_agent_version to AIA_EXPERT_PLAN_AGENT_V2_ENABLED (v2 to 1, v1 to 0)

- Composer cleanup (hidden mode select, no reasoning toggle in meta bar); tests and _local/system.env.example

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-02 18:41:45 +08:00

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Plan Agent V2 (Shadow) Design

Goal

  • Build a complete plan/agent pipeline in shadow mode first.
  • Keep legacy runtime path unchanged until final one-shot cutover.
  • Support instant rollback via a single feature switch.

Scope

  • Target only interaction_mode=expert.
  • interaction_mode=comprehensive remains on legacy path.
  • Current implementation is dry-run/shadow ready, not wired into gateway production flow.

Runtime Components

  • Package root: runtime/plan_agent_v2/
    • models.py: state model (PlanAgentStateV2)
    • state_store.py: session state persistence
    • manager.py: plan lifecycle (enter/confirm/exit)
    • tool_policy.py: plan-mode tool filtering policy
    • prompt_injector.py: plan-mode and approved-plan prompt injection
    • tool_specs.py: shadow plan tools (enter_plan_mode_v2, exit_plan_mode_v2)
    • switch.py: feature switch and routing predicate
    • adapter.py: expert-mode plan decision logic
    • gateway_adapter.py: gateway-side shadow adapter
    • trace.py: plan events trace helper
    • compat.py: legacy result-shape compatibility helpers

Legacy Compatibility

  • Flat module paths are still available and now forward to package modules:
    • runtime/plan_agent_v2_*.py -> runtime/plan_agent_v2/*
  • This prevents existing imports from breaking during migration.

Session State Contract

  • Stored under key:
    • AIA_PLAN_AGENT_V2_STATE:<session_id>
  • Serialized JSON fields:
    • mode: normal|plan
    • owner_specialist
    • plan_id
    • plan_path
    • plan_content
    • plan_confirmed
    • entered_at_ms
    • updated_at_ms

Feature Switches

  • AIA_EXPERT_PLAN_AGENT_V2_ENABLED
    • default: off
    • effect: allow expert path to route to shadow v2 when wired
  • AIA_EXPERT_PLAN_FILE_DIR
    • optional plan file root override
  • AIA_EXPERT_PLAN_CONFIRM_STRATEGY
    • strict (default): confirmation in plan mode is blocked until user switches to agent
    • auto: confirmation in plan mode auto-switches to execution
    • off: disable confirmation-mode gate (same confirm behavior as auto)

Admin API Mode Fields

  • GET /admin/api/chat/sessions/{session_id}/mode
    • now returns confirm_strategy together with interaction_mode/specialist/memory_mode/execution_mode.
  • POST /admin/api/chat/sessions/{session_id}/mode
    • accepts optional confirm_strategy (strict|auto|off)
    • persists per-user and per-session mode settings
    • mirrors to runtime key AIA_EXPERT_PLAN_CONFIRM_STRATEGY for immediate effect in expert v2 turns

Routing Contract (Shadow)

  • Predicate:
    • should_route_to_v2(store, interaction_mode, force_flag=False)
  • Rules:
    • non-expert mode: always false
    • expert + force_flag=True: true
    • expert + feature on: true
    • otherwise: false

Adapter Outputs

  • evaluate_for_expert_mode(...) returns:
    • action: enter_plan|stay_plan|run_agent
    • reply_text
    • plan_state
    • system_prompt_override (set on run_agent)

Trace Events

  • Emitted by emit_plan_agent_v2_trace(...):
    • plan_mode_entered
    • plan_mode_active
    • plan_mode_confirmed

Tests

  • Shadow core tests:
    • tests/test_plan_agent_v2_shadow.py
  • Gateway dry-run comparison tests:
    • tests/test_plan_agent_v2_gateway_dryrun.py

Cutover Plan (Later, Not Yet Applied)

  • Add one gateway branch:
    • if should_route_to_v2(...) then call evaluate_gateway_expert_turn_shadow(...)
    • else keep legacy path
  • Keep cutover in one commit for easy rollback.

Rollback

  • Runtime rollback:
    • set AIA_EXPERT_PLAN_AGENT_V2_ENABLED=false
  • Code rollback:
    • revert only gateway branch commit; shadow modules can remain dormant.