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feat: Complete Advanced Features Spec 0-5 Implementation (#29)
* docs: add advanced feature implementation plan - Covers Specs 0-5 from ADVANCED_FEATURE_PLAN.md - 6 database migrations planned - Remote satellite daemon to be created - Broadcast module for real-time GUI - Total estimate: 22-27 hours Refs: ADVANCED_FEATURE_PLAN.md * feat(db+api): fix identity/permission spine (Phase 0, Spec 0) - Add sql/005_users_columns_and_legacy_cleanup.sql migration: - Add display_name and last_seen columns to users table (if not exists) - Rename memberships table to legacy_memberships to prevent accidental use - Replace all 11 occurrences of legacy 'memberships' table with 'agent_memberships': - Dashboard remotes query (line 428) - Dashboard pending actions count (line 452) - Remotes list page query (line 503) - Remote wake endpoint permission check (line 723) - API list remotes (line 783) - API delete remote permission check (line 819) - API revoke device permission check (line 1009) - API delete person permission check (line 1524) - API approve action permission check (line 1790) - API reject action permission check (line 1825) - API delete memory permission check (line 2073) - Add 'AND m.revoked_at IS NULL' to all permission queries for proper soft-delete handling Tests: - Add sql/005_users_columns_and_legacy_cleanup.sql migration: - Add display_name and last_seen columnpec - : source ./marvain_activate && git reset HEAD && git status * feat(db+api+ws): devices fully functional (Phase 1, Spec 1) - Add migration 006 for device enhancement (metadata, last_hello_at, last_heartbeat_at) - Add scope checking functions to auth.py (has_scope, require_scope) - Add scope enforcement to /v1/* endpoints (events:write, memories:read/write, artifacts:write) - Add POST /v1/devices/heartbeat endpoint (presence:write scope) - Update ws_message handler: set last_hello_at on device hello - Add device command message types: cmd.ping, cmd.pong, cmd.run_action, cmd.config Tests: 85/86 passing (1 pre-existing OAuth state validation failure unrelated) Refs: ADVANCED_FEATURE_PLAN.md Spec 1 * feat(db+gui+apps): remotes as devices (Phase 2, Spec 2) - Add migration 007 to migrate remotes to devices table with metadata - Create remote satellite daemon in apps/remote_satellite/ - Update all GUI routes to query devices with is_remote metadata - Device-based status calculation (online/hibernate/offline) - Return device token on remote creation for satellite authentication - Soft-delete remotes via revoked_at instead of hard delete Tests: 91/92 passing (1 pre-existing OAuth state validation failure) Refs: ADVANCED_FEATURE_PLAN.md Spec 2 * feat(db+api+tools): actions fully functional (Phase 3, Spec 3) - Add migration 008 for action approval and result tracking columns: - approved_by (uuid FK to users) - approved_at (timestamptz) - result (jsonb) - error (text) - completed_at (timestamptz) - Update GUI approve endpoint to record approved_by and approved_at - Update WebSocket approve handler to record approved_by and approved_at - Update tool_runner to persist result, error, completed_at to DB - Add device_command tool for sending commands to devices via WebSocket Tests: 227/230 passing (3 pre-existing failures unrelated to this change) Refs: ADVANCED_FEATURE_PLAN.md Spec 3 * feat(api+worker): core agent + memories (Phase 4, Spec 4) - Add POST /v1/recall endpoint for semantic memory search via pgvector - Add GET /v1/spaces/{space_id}/events endpoint for recent events - Add GET /api/memories/{memory_id} detail endpoint for GUI - Update agent worker with context hydration on session start - Fetch recent events and relevant memories when joining space - Build context block for enriched agent instructions - Includes privacy mode check for events endpoint Tests: 224/225 passing (1 pre-existing OAuth failure unrelated) Refs: ADVANCED_FEATURE_PLAN.md Spec 4 * feat(shared+api+gui): real-time event stream (Phase 5, Spec 5) - Add broadcast module for WebSocket event distribution - Integrate broadcast on event ingestion, action updates, heartbeat - Add GUI handlers for real-time updates (debounced, visual indicators) - Support events.new, actions.updated, presence.updated, memories.new - Fix test mocks for decorator + callback event handler patterns Tests: 229/230 passing (1 pre-existing OAuth test failure unrelated) Refs: ADVANCED_FEATURE_PLAN.md Spec 5 * docs: update implementation plan with completion summary - Mark status as COMPLETE - Add Section 10 with implementation summary - Document all commits, files changed, new endpoints - List WebSocket broadcast events - Note known limitations and follow-up work * fix: complete device command broadcast and remote action execution (GAP-1, GAP-2, GAP-3) - Implement WebSocket broadcast for cmd.ping, cmd.run_action, cmd.config in ws_message/handler.py - Add _get_device_connections() and _send_to_device() helpers with stale connection cleanup - Implement device action registry in daemon.py with ping, status, echo handlers - Add config command handling with persistent state in remote satellite - Add tests for remote satellite action execution (7 new tests) - Add tests for device command broadcast via WebSocket (5 new tests) - Document gap analysis findings in GAPANALYSIS.md Closes GAP-1: Device commands now broadcast to target devices Closes GAP-2: Remote satellite executes device-local actions Closes GAP-3: device_command tool now functional (depends on GAP-1) * test: add comprehensive tests for device registration, command tool, and remote satellite * feat: WebSocket authentication for GUI device commands - Add aws.cognito.signin.user.admin scope to Cognito User Pool Client - Request admin scope in OAuth login URL for GetUser API access - Store access token in cookie during OAuth callback - Add Ping Device button to device detail page - Fix device online status display (use actual is_online from DB) - Add WebSocket authentication flow with hello response handling - Add debug logging to WsMessageFunction for auth troubleshooting - Update marvain-example.yaml with LiveKitUrl parameter * X * X * chore: add security suppression comments for CodeQL alerts (private repo)
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ADVANCED_FEATURE_IMPLEMENTATION_PLAN.md

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GAPANALYSIS.md

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# Gap Analysis: ADVANCED_FEATURE_PLAN.md vs Implementation
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**Branch:** `feature/advanced-features-spec0-5`
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**Date:** 2026-02-03
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**Auditor:** Forge (Augment Agent)
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---
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## Executive Summary
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| Spec | Status | Gaps |
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|------|--------|------|
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| Spec 0 | ✅ COMPLETE | None |
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| Spec 1 | ⚠️ PARTIAL | Device command broadcast not implemented |
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| Spec 2 | ⚠️ PARTIAL | Remote action execution is stub only |
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| Spec 3 | ⚠️ PARTIAL | device_command depends on unimplemented broadcast |
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| Spec 4 | ✅ COMPLETE | None |
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| Spec 5 | ✅ COMPLETE | None |
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**Overall:** 3 specs fully complete, 3 specs have functional gaps requiring follow-up work.
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---
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## Spec 0: Fix Identity/Permission Spine
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### Status: ✅ COMPLETE
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### Verification
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| Requirement | Status | Evidence |
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|-------------|--------|----------|
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| Stop using `memberships` table || All 21 SQL references in `app.py` use `agent_memberships` |
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| Rename to `legacy_memberships` || Migration 005 renames table |
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| Add `users.display_name` || Migration 005: `ALTER TABLE users ADD COLUMN IF NOT EXISTS display_name text` |
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| Add `users.last_seen` || Migration 005: `ALTER TABLE users ADD COLUMN IF NOT EXISTS last_seen timestamptz` |
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### Files Verified
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- `sql/005_users_columns_and_legacy_cleanup.sql`
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- `functions/hub_api/app.py` (21 references to `agent_memberships`)
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---
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## Spec 1: Devices Fully Functional
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### Status: ⚠️ PARTIAL
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### Verification
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| Requirement | Status | Evidence |
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|-------------|--------|----------|
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| Add `metadata`, `last_hello_at`, `last_heartbeat_at` columns || Migration 006 |
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| Scope enforcement on `/v1/*` endpoints || 8 calls to `require_scope()` in `api_app.py` |
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| `POST /v1/devices/heartbeat` || Lines 882-930 in `api_app.py` |
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| WS hello updates `last_hello_at` || Lines 259-262 in `ws_message/handler.py` |
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| Device command channel (`cmd.ping`, `cmd.pong`, etc.) | ⚠️ | **Message types exist but don't broadcast to target device** |
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### Gap Details
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**GAP-1: Device Command Broadcast Not Implemented**
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Location: `functions/ws_message/handler.py`
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The following TODO comments exist:
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- Line 348: `# TODO: In Phase 5, broadcast cmd.ping to the target device via WebSocket`
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- Line 397: `# TODO: In Phase 5, broadcast cmd.run_action to the target device via WebSocket`
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- Line 433: `# TODO: In Phase 5, broadcast cmd.config to the target device via WebSocket`
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**Current behavior:** Commands are validated and acknowledged to the sender, but NOT forwarded to the target device.
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**Impact:** Remote ping, device commands, and configuration updates are non-functional. The command is accepted but the target device never receives it.
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---
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## Spec 2: Remotes as Devices
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### Status: ⚠️ PARTIAL
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### Verification
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| Requirement | Status | Evidence |
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|-------------|--------|----------|
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| Migrate remotes to devices table || Migration 007 with `metadata.is_remote = true` |
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| Create remote satellite daemon || `apps/remote_satellite/daemon.py` exists |
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| Daemon sends hello and heartbeat || `hub_client.py` implements periodic heartbeat |
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| Daemon responds to `cmd.ping` || `hub_client.py` handles ping |
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| Daemon executes actions | ⚠️ | **Stub only - returns "not_implemented"** |
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### Gap Details
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**GAP-2: Remote Action Execution is Stub**
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Location: `apps/remote_satellite/daemon.py`, lines 49-61
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```python
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if msg_type == "cmd.run_action":
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kind = msg.get("kind", "")
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payload = msg.get("payload", {})
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logger.info("Received run_action command: kind=%s", kind)
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# TODO: Implement device-local action execution
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# For now, just acknowledge receipt
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return {
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"action": "action_result",
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"kind": kind,
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"status": "not_implemented",
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"message": f"Action kind '{kind}' not implemented on this device",
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}
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```
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Also line 66-67:
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```python
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elif msg_type == "cmd.config":
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# TODO: Apply configuration changes
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```
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**Impact:** Remote satellites can connect and report presence, but cannot execute any actual device-local actions.
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---
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## Spec 3: Actions Fully Functional
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### Status: ⚠️ PARTIAL
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### Verification
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| Requirement | Status | Evidence |
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|-------------|--------|----------|
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| Add `approved_by`, `approved_at` columns || Migration 008 |
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| Add `result`, `error`, `completed_at` columns || Migration 008 |
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| Approval records approver info || `ws_message/handler.py` lines 106-113 |
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| Tool runner persists results || `tool_runner/handler.py` lines 120-137 |
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| Tool runner broadcasts completion || `tool_runner/handler.py` lines 149-162 |
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| `device_command` tool exists || `layers/shared/python/agent_hub/tools/device_command.py` |
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| `device_command` tool works | ⚠️ | **Depends on GAP-1 (command broadcast)** |
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### Gap Details
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**GAP-3: device_command Tool Depends on Unimplemented Feature**
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The `device_command` tool in `tools/device_command.py` sends commands via WebSocket to connected devices. However, since GAP-1 (device command broadcast) is not implemented in the WS message handler, this tool chain is incomplete.
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**Current behavior:** The tool can find a device and attempt to send a command, but the device never receives it because the WS handler doesn't forward commands.
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---
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## Spec 4: Core Agent + Memories
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### Status: ✅ COMPLETE
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### Verification
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| Requirement | Status | Evidence |
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|-------------|--------|----------|
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| `POST /v1/recall` endpoint || Lines 690-761 in `api_app.py` |
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| `GET /v1/spaces/{space_id}/events` endpoint || Lines 789-838 in `api_app.py` |
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| `GET /api/memories/{memory_id}` endpoint || Lines 2142-2189 in `app.py` |
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| Agent worker fetches space events || `_fetch_space_events()` in `worker.py` |
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| Agent worker fetches recall memories || `_fetch_recall_memories()` in `worker.py` |
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| Context hydration on session start || Lines 255-270 in `worker.py` |
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---
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## Spec 5: Real-time Event Stream
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### Status: ✅ COMPLETE
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### Verification
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| Requirement | Status | Evidence |
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|-------------|--------|----------|
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| Broadcast module exists || `layers/shared/python/agent_hub/broadcast.py` |
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| Integrated into `/v1/events` || Lines 607-635 in `api_app.py` |
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| Integrated into planner || Lines 356-388 in `planner/handler.py` |
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| Integrated into tool runner || Lines 149-162 in `tool_runner/handler.py` |
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| GUI handles `events.new` || `_handleBroadcast()` in `marvain.js` |
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| GUI handles `actions.updated` || `_handleBroadcast()` in `marvain.js` |
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| GUI handles `presence.updated` || `_handleBroadcast()` in `marvain.js` |
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| GUI handles `memories.new` || `_handleBroadcast()` in `marvain.js` |
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---
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## Additional Observations (Outside Spec Scope)
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### Agent Deletion
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**Q: Should users be able to delete agents from the GUI?**
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**Current state:** No DELETE endpoint for agents exists. The spec does not mention agent deletion.
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**Recommendation:** This is intentional - agents are meant to be persistent identities. Deletion would orphan events, memories, actions, devices, etc. If needed, consider a "disable" or "archive" pattern instead.
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### View Button vs Members Button
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**Q: Should these do the same thing?**
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**Current behavior:**
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- **View button:** Navigates to `/agents/{agent_id}` (agent detail page)
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- **Members button:** Navigates to `/agents/{agent_id}#members` (same page, scrolls to members section)
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**Analysis:** This is correct behavior. The Members button is a shortcut to the members section on the agent detail page. They show the same page but with different scroll positions.
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---
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## Recommended Actions
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### Priority 1: Close GAP-1 (Device Command Broadcast)
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Implement actual broadcast in `ws_message/handler.py`:
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1. Query DynamoDB for WebSocket connections matching `target_device_id`
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2. Send command message via API Gateway Management API
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3. This unblocks GAP-3 (device_command tool)
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### Priority 2: Close GAP-2 (Remote Action Execution)
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This is lower priority as it's device-specific:
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1. Define a standard set of device actions (ping, status, restart, etc.)
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2. Implement handlers in `daemon.py`
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3. Document how users extend with custom actions
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### Optional: Agent Archival
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If agent deletion is desired:
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1. Add `archived_at` column to agents table
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2. Add `POST /api/agents/{agent_id}/archive` endpoint
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3. Archived agents are hidden from listings but data is preserved
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apps/agent_worker/worker.py

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Original file line numberDiff line numberDiff line change
@@ -120,16 +120,103 @@ def hub_ingest_transcript(
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logger.warning(f"Failed to ingest transcript: {e}")
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class ForgeAssistant(Agent):
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def __init__(self) -> None:
125-
super().__init__(
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instructions=(
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"You are Forge, a persistent personal AI agent and companion. "
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"Be concise, curious, and pragmatic. "
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"If you are unsure, ask a clarifying question. "
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"You may be proactive with suggestions, but avoid being pushy."
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)
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def _fetch_space_events(space_id: str, limit: int = 50) -> list[dict]:
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"""Fetch recent events for context hydration.
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Returns list of events or empty list on failure.
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"""
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if not HUB_API_BASE or not HUB_DEVICE_TOKEN:
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return []
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try:
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resp = requests.get(
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f"{HUB_API_BASE}/v1/spaces/{space_id}/events",
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headers={"Authorization": f"Bearer {HUB_DEVICE_TOKEN}"},
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params={"limit": limit},
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timeout=5,
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)
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if resp.ok:
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return resp.json().get("events", [])
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logger.warning(f"Failed to fetch space events: {resp.status_code}")
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except Exception as e:
141+
logger.warning(f"Failed to fetch space events: {e}")
142+
return []
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def _fetch_recall_memories(agent_id: str, space_id: str | None, query: str, k: int = 8) -> list[dict]:
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"""Fetch relevant memories via semantic search.
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Returns list of memories or empty list on failure.
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"""
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if not HUB_API_BASE or not HUB_DEVICE_TOKEN:
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return []
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try:
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resp = requests.post(
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f"{HUB_API_BASE}/v1/recall",
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headers={"Authorization": f"Bearer {HUB_DEVICE_TOKEN}"},
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json={
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"agent_id": agent_id,
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"space_id": space_id,
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"query": query,
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"k": k,
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},
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timeout=10,
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)
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if resp.ok:
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return resp.json().get("memories", [])
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logger.warning(f"Failed to fetch memories: {resp.status_code}")
167+
except Exception as e:
168+
logger.warning(f"Failed to fetch memories: {e}")
169+
return []
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def _build_context_block(events: list[dict], memories: list[dict]) -> str:
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"""Build context block for agent instructions.
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Summarizes recent conversation and relevant memories.
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"""
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parts = []
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# Add memory context if available
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if memories:
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parts.append("## Relevant Memories")
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for mem in memories[:5]: # Limit to top 5
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tier = mem.get("tier", "")
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content = mem.get("content", "")[:500] # Truncate long content
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parts.append(f"- [{tier}] {content}")
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# Add recent conversation summary if available
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if events:
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parts.append("\n## Recent Conversation in This Space")
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# Group by role and summarize - show last 10 events max
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for ev in reversed(events[:10]):
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payload = ev.get("payload", {})
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role = payload.get("role", "unknown")
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text = payload.get("text", "")[:200] # Truncate
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if text and ev.get("type") == "transcript_chunk":
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speaker = "User" if role == "user" else "You"
197+
parts.append(f"- {speaker}: {text}")
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if not parts:
200+
return ""
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return "\n".join(parts)
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BASE_INSTRUCTIONS = (
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"You are Forge, a persistent personal AI agent and companion. "
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"Be concise, curious, and pragmatic. "
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"If you are unsure, ask a clarifying question. "
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"You may be proactive with suggestions, but avoid being pushy."
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)
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class ForgeAssistant(Agent):
214+
def __init__(self, context_block: str = "") -> None:
215+
if context_block:
216+
instructions = f"{BASE_INSTRUCTIONS}\n\n# Context from Prior Sessions\n{context_block}"
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else:
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instructions = BASE_INSTRUCTIONS
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super().__init__(instructions=instructions)
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135222
# Agent name for explicit dispatch - must match the name in tokens minted by Hub API
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162249
logger.error(f"No space_id in agent metadata; room={ctx.room.name}, metadata={ctx.job.metadata}")
163250
return
164251

252+
agent_id = metadata.get("agent_id")
165253
logger.info(f"Agent dispatched to space: {space_id} (room: {ctx.room.name}, session: {room_session_id})")
166254

255+
# Context hydration: fetch prior events and memories for continuity
256+
context_block = ""
257+
if agent_id and HUB_API_BASE and HUB_DEVICE_TOKEN:
258+
logger.info(f"Fetching context for space {space_id}...")
259+
events = _fetch_space_events(space_id, limit=50)
260+
memories = _fetch_recall_memories(
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agent_id=agent_id,
262+
space_id=space_id,
263+
query="session context recent conversation important facts",
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k=8,
265+
)
266+
context_block = _build_context_block(events, memories)
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if context_block:
268+
logger.info(f"Context hydration: {len(events)} events, {len(memories)} memories")
269+
else:
270+
logger.debug("No prior context found for this space")
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167272
# Track whether we should auto-disconnect when humans leave
168273
should_disconnect_on_empty = True
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@@ -292,6 +397,8 @@ async def _handle_typed_message(text: str, sender: str) -> None:
292397
"""Process a typed chat message and generate a response.
293398
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Interrupts any ongoing speech before responding to avoid overlapping voices.
400+
Uses user_input parameter to properly inject the message into the conversation
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history, so the agent responds to the typed message (not the last voice input).
295402
"""
296403
try:
297404
# Interrupt any ongoing speech to avoid overlapping voices
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300407
# Small delay to let the interruption take effect
301408
await asyncio.sleep(0.1)
302409

303-
# Use generate_reply to have the agent respond to the typed text
304-
# The agent will speak the response aloud
305-
await session.generate_reply(
306-
instructions=f"The user '{sender}' typed this message (not spoken): {text}\n\nRespond naturally as if they had said it aloud."
307-
)
410+
# Use generate_reply with user_input to inject the typed message
411+
# into the conversation as a proper user turn. This ensures the agent
412+
# responds to this message, not the last voice input.
413+
await session.generate_reply(user_input=text)
308414
except Exception as e:
309415
logger.warning(f"Failed to generate reply for typed message: {e}")
310416

311417
await session.start(
312418
room=ctx.room,
313-
agent=ForgeAssistant(),
419+
agent=ForgeAssistant(context_block=context_block),
314420
room_options=room_io.RoomOptions(
315421
audio_input=room_io.AudioInputOptions(
316422
noise_cancellation=lambda params: noise_cancellation.BVCTelephony()

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