Restructure persona: concrete information gathering protocol ...

- Replace abstract CONTEXT FIRST principle with explicit numbered protocol
  (check summary → memory_search → NAVI.md → ask user)
- Move protocol to top of persona (after identity) so it has maximum weight
- NAVI.md section: remove READ instructions (now in protocol), keep only WRITE
- LONG-TERM MEMORY: remove "search proactively" line (now in protocol),
  keep only save/forget instructions
- memory_search description: remove misleading "call at start of each session"
  (summary is already auto-injected); clarify when to actually call it

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Add CONTEXT FIRST principle to persona ...

Navi should proactively gather context before asking the user for
anything — credentials, preferences, environment. Strengthens the
LONG-TERM MEMORY instruction from reactive ("when referenced") to
proactive ("before asking").

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Planning debug panel, todo auto-populate, scratchpad/persona improvements ...

- Planning debug panel: new Planning tab in debug/index.html shows raw
  phase 1/2 outputs and token counts per planning run, stored in
  session.planning_logs (new column in both SQLite and PostgreSQL)
- New GET /sessions/{id}/planning API endpoint
- PlanningDebugData internal event wires _run_planning() output into
  session storage; never forwarded to WebSocket clients
- Phase 3 (plan critic) disabled — to be reworked with reflect integration
- Todo tool: auto-populated from plan steps after phase 2; model only
  needs to call update/view, not set
- Scratchpad: clarified description and persona instructions; removed
  context_transfer from user-facing docs (internal mechanism only)
- web_search: switched to ddgs package, SearXNG as primary backend,
  DDG html-only fallback; added find_up action to filesystem tool
- Persona: added SCRATCHPAD and TODO sections with clear usage rules;
  added NAVI.md project context instructions
- chat.js: fixed subagent planning event fallthrough into parent UI;
  statusLabel cleared on first stream delta

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Remove context_transfer from all user-facing prompts — internal mechanism only ...

context_transfer is the scratchpad section name used internally by spawn_agent
to auto-inject parent state. Navi doesn't control it and doesn't need to know
about it. Removed from: persona, secretary, server_admin, spawn_agent description,
manual. Internal code (spawn_agent.py) still reads the section transparently.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Fix core subagent misuse: enforce 1 plan step = 1 spawn_agent call ...

Root cause: nowhere was it stated that each AGENT step in the plan
maps to a separate spawn_agent call. Navi was bundling all AGENT steps
into a single call, dumping the full plan on one subagent.

spawn_agent description:
- Lead with: "Delegate EXACTLY ONE step of your plan"
- Explicit: "3 AGENT steps = 3 spawn_agent calls"
- Remove "multi-step sub-task" wording that invited bundling
- briefing: clarify as static context only (credentials, paths, instructions)
  Dynamic findings from prior steps → context_transfer, not briefing

Planning Phase 2 prompt:
- Add AGENT scoping rules: each step = one focused unit, not "do everything"
- Add good/bad examples of AGENT step granularity
- Show multiple AGENT steps in the format example

Secretary & server_admin system prompts:
- Add explicit 1:1 rule with counter-example
- Show correct multi-agent execution pattern with code example
- Clarify briefing vs context_transfer boundary everywhere

Persona:
- "ONE PLAN STEP = ONE spawn_agent CALL" as first sentence in SUB-AGENTS
- Field descriptions tightened: briefing = static, context_transfer = dynamic

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Fix subagent instruction conflicts across persona and profiles ...

Persona:
- Fix [STATUS: completed|limit_reached] reference (format was removed)
- Clarify three fields: task / briefing / system_prompt with distinct roles
- Clarify context_transfer vs briefing: transfer = working state, briefing = credentials

Secretary system_prompt:
- Replace vague "write all context to context_transfer" with explicit field breakdown
- task / briefing / system_prompt each described with their purpose
- context_transfer correctly limited to intermediate findings, not credentials

Server admin system_prompt:
- Same fix: explicit field breakdown for spawn_agent
- Remove dangling "see persona" reference for briefing ending

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Strengthen orchestration mandate: spawn first, inline last ...

secretary/server_admin system prompts:
- Explicit spawning rule: MUST spawn for any sub-task requiring 3+ tool calls
- Additional mandatory triggers listed (research, file processing, remote ops, large output)
- "If in doubt — spawn" as explicit fallback
- AGENT steps: "MANDATORY, never execute inline — defeats the orchestrator model"
- context_transfer pattern: write to scratchpad before spawning, injected automatically

persona.txt:
- Updated SUB-AGENT BRIEFING section: renamed to SUB-AGENTS
- Reflects new context_transfer automatic injection (no longer needs to be in task)
- Added: check [STATUS: ...] in result before deciding next action

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Webclient UI improvements + backend fixes ...

Webclient:
- Draft persistence across page refreshes (localStorage, reactive watch)
- Image lightbox modal using UI kit classes on thumbnail click
- Copy button on user and assistant messages
- Selection reply toolbar: select assistant text → quote inserted into input
- User message rendering: proper HTML escaping, styled blockquote for > replies
- Markdown table fix: preprocessor to inject missing separator rows
- Planning status labels (rebuild dist)

Backend:
- Developer profile: enable subagent delegation, increase max_iterations to 35
- share_file: updated description + manual with absolute path requirement and URL sharing
- persona.txt: instructions for quote replies and GFM table format

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Audit and trim system prompts (~470 tokens saved) ...

persona.txt:
- Shortened personality paragraph (~30% cuts, no content loss)
- Removed duplicate list_tools instruction
- Removed hardcoded 'developer' profile rule (handled by dynamic profiles block)
- Condensed EXECUTION MODES fundamental blockers to one sentence
- Moved sub-agent briefing boilerplate here (single source of truth)
- Trimmed REFLECTION section (tool description handles the how)
- Removed redundant RESPONSE HYGIENE explanation sentence
- Moved 'never assume file exists' into EXECUTION DISCIPLINE
- Removed DOCUMENTATION section

profiles (all three):
- Replaced ~100-token sub-agent briefing boilerplate with pointer to persona
- developer: removed data persistence code block (covered by _template.py)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

persona: add execution discipline — no false fix confirmations ...

Navi must call the tool before claiming a fix is done. Explicitly
forbids saying "I've fixed X" without a tool result in the same turn
confirming the change. Targets the common pattern of acknowledging
a problem in text without actually executing the correction.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Add reflect tool: three parallel expert perspectives ...

ReflectTool runs Critic / Pragmatist / Detailer advisors concurrently
via asyncio.gather() + AIHelper.ask(). Each role has a distinct system
prompt designed to produce genuinely different analysis:
- Critic: challenges assumptions, surfaces risks and logical gaps
- Pragmatist: finds the simplest path, cuts unnecessary complexity
- Detailer: spots missing requirements, edge cases, ambiguities

Parameters: situation (required), assumptions (required list — the key
input that forces Navi to surface implicit beliefs), tried (optional).

Registered as a builtin with AIHelper injection. Added to all three
profiles. Persona updated with guidance on when to use it (complex or
ambiguous tasks before planning, or when stuck mid-execution).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Add autonomous execution mode; clarify code_exec runs locally ...

persona.txt: EXECUTION MODES section — autonomous mode triggered by user phrase,
handles obstacles independently, only stops on fundamental blockers.

server_admin, developer profiles: explicit note that code_exec / terminal /
filesystem run on the LOCAL machine, never on remote hosts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Move orchestration from persona to profiles; tune per-profile delegation strategy ...

persona.txt now contains only: identity, profile switching, workspace,
response hygiene, memory, and documentation. All orchestration instructions
removed from the global scope.

Each profile gets its own orchestration model:
- secretary: full orchestrator — delegate any 2+ tool-call sub-task to agents,
  scratchpad as blackboard, todo for milestone tracking
- server_admin: heavy orchestrator — one agent per host / per concern,
  parallel delegation, diagnose-before-act discipline
- developer: builder + research delegation — implementation always inline,
  spawn only for large API/codebase research tasks

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Migrate storage to PostgreSQL with SQLite fallback; misc fixes ...

- Add PgSessionStore (asyncpg pool) and PgMemoryStore replacing aiosqlite
- Keep SqliteSessionStore + SqliteMemoryStore for zero-dependency quick start
- Selection logic in deps.py: DATABASE_URL set → PG, else → SQLite
- Add asyncpg>=0.29 to dependencies; add DATABASE_URL / DB_PATH to config
- Add RESPONSE HYGIENE rule to persona: never echo tool output or plan state
- Add developer profile user tools: weather, internal_monitor
- Update README: developer profile, DB section, current tool/profile state

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Add developer profile; replace write_tool pattern with direct filesystem approach ...

- New TestToolTool: runs a user tool's execute() from disk in isolation,
  returns result or full traceback. No stale module cache — always fresh import.
- New developer profile: full architecture knowledge in system prompt
  (format rules, file locations, workflow, data persistence, common mistakes),
  test_tool + reload_tools + filesystem/terminal/code_exec toolset, spawn_agent
  for API research only.
- Remove write_tool and reload_tools from server_admin and smart_home profiles.
- persona.txt: drop SELF-EXTENSION block; add one-liner to switch to developer
  profile when the user asks to create/edit a tool.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Improve memory system prompt for more reliable fact capture ...

- Distinguish summary (passive context) from search (active lookup)
- Reframe save as a pre-response habit loop, not a conditional check
- Add "user corrected an assumption" as explicit save trigger
- Add key naming guidance (short snake_case)
- Remove vague "when context genuinely calls for it" language

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Consolidate memory_search/save/forget into single memory tool ...

Three separate tools → one tool with action enum (save/search/forget/list).
Reduces tool-slot pressure; same functionality, same MemoryStore backend.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Add memory_save tool for proactive fact persistence ...

Navi previously had no way to write to memory mid-conversation — she
could only search and forget. Facts were extracted automatically after
sessions went idle for 30+ min, so important context shared by the user
could be lost or delayed.

- New MemorySaveTool (navi/tools/memory_save.py): upsert a fact by
  category/key/value; overwrites existing key so no separate forget needed
- Registered as builtin alongside memory_search/memory_forget
- Added to all three profiles (secretary, server_admin, smart_home)
- persona.txt: explicit "call memory_save immediately when..." guidance
  so Navi saves stable facts as they arrive, not only post-session

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Improve filesystem, web search, context guard, and subagent narration ...

filesystem: add find (glob), info (stat), move, append actions; read now
supports offset/limit with hard 1MB guard; list shows sizes, dates,
optional recursion.

web_search: retry DDG across auto/html/lite backends; add optional Brave
Search API and SearXNG fallbacks configured via .env.

agent: fix ContextTooLargeError to surface as Navi response instead of
raw system error; fix _check_context_size to calculate from remaining
budget (window - output_reserve) rather than a fixed 92% threshold.

persona: add ReAct narration instruction to subagent briefing template.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Improve planning: two-phase pipeline and orchestrator discipline ...

agent.py:
- _run_planning() now runs two sequential LLM calls:
  Phase 1 (analysis): reformulate task, identify subtasks and unknowns;
  skip immediately if DIRECT.
  Phase 2 (execution plan): assign each subtask an executor —
  TOOL/AGENT/SELF — using a structured ## Plan format.
  Phase 2 context = analysis (embedded in system prompt) + last user
  message only; full history excluded to keep focus on plan structure.
- Warn in logs when plan lacks TOOL/AGENT/SELF executor assignments.

persona.txt:
- MANDATORY sequence: step 0 = scratchpad init before anything else;
  todo tasks must mirror plan steps exactly (same order, same executors).
- PLAN → EXECUTION BINDING: explicit rule — never switch an AGENT step
  to inline execution silently.
- SCRATCHPAD: initialize sections at task start, not after first tool call;
  write context to scratchpad before briefing subagents.
- Fix typo in BRIEFING ("sub-lagent" → "sub-agent").
- Replace stale Knowledge Retrieval Protocol with accurate one-liner.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

.

Review and tighten all system prompts ...

persona.txt:
- PLANNING: threshold now 'plan has 2+ steps' instead of '2+ tool calls'
- MEMORY: remove mandatory session-start memory_search (was conflicting with
  planning order); replace with contextual trigger rules
- SCRATCHPAD: add 'if you've written anything to it' qualifier before read
- DELEGATION: clarify sequential spawning is fine; tighten when-not-to-spawn

secretary: trim redundant execution discipline, add 'test in code_exec before
writing to disk' rule, profile-specific scratchpad sections

server_admin: add explicit diagnostic workflow (gather → diagnose → act),
profile-specific scratchpad sections, expanded safety and delegation guidance

smart_home: add 'read-before-act' rule (check entity state before modifying),
profile-specific scratchpad sections, tighten safety rules

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Strengthen Navi planning/delegation, unify toolsets, isolate subagent scratchpad ...

persona.txt:
- DELEGATION: 'default to spawning, not to doing inline' — stronger default,
  clearer triggers, explicit when-not-to-spawn rules
- PLANNING: ties automatic planning phase to mandatory todo(op='set') as first
  tool call; reconciles pre-loop plan with in-loop execution discipline
- SCRATCHPAD: new section — when to write, section naming conventions,
  mandatory read before final answer

Profiles (secretary, server_admin, smart_home):
- All three now share the same 18-tool set (each file independent)
- planning_enabled=True on all three
- scratchpad and web_search added to smart_home
- System prompts updated with scratchpad/todo execution discipline sections

agent.py run_ephemeral:
- Each subagent gets a unique session ID (subagent_<uuid>) for scratchpad
  isolation — parallel or sequential subagents no longer share working notes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Add switch_profile tool for automatic profile switching ...

Navi can now switch her own profile mid-session when the task domain
changes. The new profile (tools + system prompt) takes effect from the
next user message. Injected with session_store + profile_registry like
SpawnAgentTool. Added to all profiles' enabled_tools and persona.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Add workspace dir + clean up junk from project root ...

- workspace/ — persistent dir for Navi's long-term files (scripts, notes,
  data); excluded from git, Navi instructed to use it instead of project root
- .gitignore: session_files/ and workspace/* added
- persona.txt: WORKSPACE section pointing Navi to workspace/
- Deleted scanner.py, network_scan_results.txt, targets.txt (Navi artifacts)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Major feature batch: visibility, planning, file uploads, streaming ...

- stream_complete(): streaming with tools for all LLM turns — thinking
  now streams as ThinkingDelta/ThinkingEnd in real-time during tool-
  selection turns, not just on the final response
- todo built-in tool: session-scoped plan manager (set/view/update/clear);
  persona + all profiles updated with mandatory planning instructions
- TurnThinking event: sub-agent thinking forwarded to parent sink as a
  collapsible block in the spawn_agent card
- File uploads: non-image files uploaded via XHR, shown as badges in
  message bubble; SVG treated as regular file (not base64 image)
- session_files: POST /sessions/{id}/files, TTL cleanup, forbidden exts
- WebSocket reconnect: _AgentRun broadcast pattern, re-attach mid-stream
- UI: favicon, sidebar logo, turn-thinking cards, subagent thinking blocks,
  token counter, draft persistence, file progress bar
- Removed AgentNote (content is always None alongside tool_calls)
- Ollama stream_complete: tool_calls captured from non-final chunk (done=False)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

spawn_agent: fix model behavior — synthesis reminder + lower delegation threshold ...

- ToolResult.output now prefixed with explicit reminder that the user
  cannot see sub-agent output and the orchestrator must present findings
  in its own final response; reminder appears adjacent to the result so
  the model reads it in context
- spawn_agent description updated: lowers threshold from "3+" to "2+"
  tool calls, makes USER CANNOT SEE warning prominent, tightens wording
- persona.txt DELEGATION section: clearer rule (default to spawning for
  multi-step sub-tasks), explicit "never end turn after spawn results",
  removed abstract threshold in favour of concrete examples

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Add spawn_agent: sub-agent delegation with isolated context ...

- Agent.run_ephemeral() — runs a sub-agent loop without a persistent
  session; accepts exclude_tools to block recursion; logs start/complete
- session_store made Optional in Agent.__init__ (None for ephemeral runs)
- SpawnAgentTool (navi/tools/spawn_agent.py): spawns an isolated Agent
  for a focused task; resolves profile from parent session via ContextVar;
  blocks spawn_agent recursion via exclude_tools=["spawn_agent"]
- build_default_registries() accepts session_store param; registers
  SpawnAgentTool after BackendRegistry is built (patches _backend_registry)
- deps.py passes _session_store to build_default_registries
- All profiles: spawn_agent added to enabled_tools, max_iterations 10→30
- persona.txt: DELEGATION section — when/how to use spawn_agent

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Add long-term user memory system ...

Architecture:
- navi/memory/store.py: MemoryStore backed by SQLite (memory_facts,
  memory_summary, session_memory_state tables in navi.db)
- navi/memory/extractor.py: LLM-based fact extraction from sessions +
  summary regeneration (triggered after session goes idle >30 min)
- Fact upsert uses UNIQUE(category, key) — same key always overwrites,
  no duplicates or stale contradictions
- Keyword search across category + key + value (LIKE-based, no extra deps)

Context injection:
- Memory summary injected as an ephemeral system message on every LLM call
  via Agent._with_memory() — never persisted to session.context

Tools (all profiles):
- memory_search(query): keyword search against fact DB; persona instructs
  model to call it at session start and before personal-context questions
- memory_forget(key, category?): delete a specific fact on user request

Extraction trigger:
- On new session creation, fire-and-forget background task checks all
  sessions idle >30 min with unprocessed messages → runs extraction

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

Fix NAVI_PERSONA not loading: move persona to persona.txt ...

python-dotenv cannot parse multi-line env values that contain blank lines or
lines resembling key=value assignments (like the write_tool code examples).
The persona was silently dropped, leaving Navi with no identity.

Solution: navi_persona_file setting (default empty) — if set, the persona is
read from the specified file at startup via a model_validator. The .env now
points to persona.txt instead of embedding the multi-line string.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>