Commit Graph

69 Commits

Author SHA1 Message Date
Ethan fe13bb2a20 fix(coderd/x/chatd): seed afterMessageID test directly (#25665)
This fixes the flaky `TestSubscribeAfterMessageID` by seeding its chat
and messages directly, so the test no longer creates pending work that a
chat worker can pick up. The assertion now covers only the
`afterMessageID` subscription behavior, independent of chat processing
lifecycle timing.

Closes DEVEX-326
Closes https://github.com/coder/internal/issues/1489
2026-05-26 13:16:32 +10:00
Mathias Fredriksson 00a6dc56a7 test(coderd/x/chatd): wait for settled state in PromoteQueued ordering (#25644)
TestPromoteQueuedWhileRunningRespectsMessageOrder was flaky because
it read queue state from the database immediately after PromoteQueued
returned. The active server worker drains queued messages concurrently,
so the DB read races the auto-promote pipeline (TOCTOU).

Instead of asserting intermediate queue state, wait for all three
promoted messages to appear in chat history and verify their relative
order (B before A before C). This asserts the same invariant (promote
reorders B to the front) without reading during the race window.

Closes CODAGT-384
2026-05-25 17:58:31 +03:00
Mathias Fredriksson 12f082c864 test(coderd/x/chatd): drain all subscriber events per tick in PromoteQueued tests (#25645)
The root cause of the TestPromoteQueuedWhileRequiresActionMixedTools
flake (CODAGT-425) was the subscriber out-of-order durable message
delivery bug, fixed by PR #25433 (ec1e861). All five CI failures
predate that fix. Zero failures since.

This change hardens the subscriber event-drain pattern in both
PromoteQueued requires_action tests: wrap the channel select in a
for-loop so interleaved non-target events (status, queue_update,
message_parts) are consumed in the same Eventually tick instead of
each burning a 25ms interval. This is defense-in-depth for slow CI
runners, not a standalone bug fix.

Closes coder/internal#1523
Closes CODAGT-425
2026-05-25 16:55:48 +03:00
Michael Suchacz 6739542875 test(coderd/x/chatd): skip signal wake send flake (#25633)
Skips `TestSignalWakeSendMessage`, which flakes because the current
chatd control notification flow can deliver stale status notifications
after a new processing run starts.

This mirrors the existing CODAGT-353 skips for the same
stale-notification class and leaves the deterministic fix to that
notification-flow refactor.

Refs
https://linear.app/codercom/issue/ENG-2727/flake-testsignalwakesendmessage

> Generated by Coder Agents on behalf of @ibetitsmike.
2026-05-22 23:10:31 +00:00
Michael Suchacz de6d62815e fix(coderd): avoid redundant workspace setup (#25615)
GPT-class chat turns could eagerly create workspaces or repeat setup
such as cloning an existing repo because the system prompt framed setup
work as the default path.

This updates chatd prompt guidance and the `create_workspace` tool
description so agents reuse existing chat and workspace context, treat
injected workspace context as already read, avoid recloning present
repositories, and create or start workspaces only when workspace-backed
work is required. Delegated chats now report workspace needs to the
parent instead of trying to create one.

> Mux opened this PR on behalf of Mike.
2026-05-22 14:08:07 +00:00
Michael Suchacz ca1f6b19a2 feat: remove legacy chat provider tables (#25416) 2026-05-22 09:50:01 +02:00
Michael Suchacz 06526a5822 feat: use AI provider chat APIs (#25415) 2026-05-22 07:53:23 +02:00
Danielle Maywood 170a6e1fe9 feat: add chat sharing foundation (#25041) 2026-05-18 22:32:05 +01:00
Kyle Carberry 159089686a fix(coderd/x/chatd): prime workspace MCP cache after create/start (#25298)
## Problem

Mid-turn workspace MCP discovery was broken when an agent was still
cold-starting. `PrepareTools` in `chatd.go` flipped
`workspaceMCPDiscovered = true` *before* calling
`discoverWorkspaceMCPTools`, so a failed discovery attempt permanently
blocked retries within the turn.

Customer-reported repro:

- New chat with no pre-selected workspace.
- LLM calls `create_workspace` mid-turn at `23:35:05`.
- `PrepareTools` fires, dials the agent with a 30s timeout, dial times
out at `23:38:15`, `discoverWorkspaceMCPTools` returns empty.
- Agent connects at `23:38:29`, 14 seconds later.
- `workspaceMCPDiscovered` was already true, so `PrepareTools` never
retried for the rest of the turn. MCP tools only appeared on the next
user message.

A naive retry loop in `PrepareTools` would also miss the bigger picture:
a workspace boot can take several minutes (EC2 cold start, 10 min
startup scripts), and the chatloop only gets a chance to call
`PrepareTools` between LLM steps.

## Fix

Do the workspace MCP discovery from inside the tool that already waits
for the agent. `chattool.CreateWorkspace` and `chattool.StartWorkspace`
call `waitForAgentReady`, which has a 2 min agent-online budget plus a
10 min startup-script budget. By the time they fire `OnChatUpdated`, the
agent is `Ready`. The chatd `onChatUpdated` callback now launches an
async `primeWorkspaceMCPCache` goroutine on every bind that has a valid
workspace ID:

- The primer calls `discoverWorkspaceMCPTools` until it returns a
non-empty list or `workspaceMCPPrimeMaxWait` (30s) elapses, with a 2s
backoff between attempts. The bounded wait handles the short race
between agent-online and the agent's MCP `Connect` settling.
- The primer runs asynchronously so the tool itself never blocks. Some
templates simply do not advertise MCP tools, in which case the primer
would otherwise spend its full budget for nothing.
- The primer shares the chat `ctx` (not a detached one) so it is
canceled together with the chat. A dangling primer would re-dial the
workspace conn after `runChat`'s deferred `workspaceCtx.close()` and
leak that conn.
- `inflight.Add(1)` ensures server shutdown still waits for any
in-progress primer.
- `PrepareTools` is simplified back to a single discovery call. It now
only sets `workspaceMCPDiscovered = true` on success, so an empty result
no longer permanently blocks discovery within the turn. The cache hit
warmed by the primer makes that call cheap in the common case; the dial
fallback handles the rare cache miss.

## Tests

All in `coderd/x/chatd/chatd_internal_test.go`:

- `TestPrimeWorkspaceMCPCache_SuccessOnFirstAttempt` — single
`ListMCPTools` call returning tools populates the cache.
- `TestPrimeWorkspaceMCPCache_RetriesUntilToolsAppear` — first call
empty, second returns tools; primer retries past the backoff and writes
the cache. Uses `quartz.Mock.Trap` on `NewTimer`.
- `TestPrimeWorkspaceMCPCache_GivesUpAfterDeadline` — `ListMCPTools`
always empty; primer stops at `workspaceMCPPrimeMaxWait` and refuses to
cache the empty result so PrepareTools can retry on the next step.

The existing integration test
`TestRunChat_WorkspaceMCPDiscoveryAfterMidTurnCreateWorkspace` continues
to pass and now also exercises the async-primer path end-to-end via the
create_workspace tool.

```
go test ./coderd/x/chatd/... -count=1
go test ./coderd/x/chatd/ -race -count=1
make pre-commit
```

<details>
<summary>Design notes</summary>

- The first iteration of this PR added retry+cooldown+failure-cap logic
inside `PrepareTools`. It worked for the customer's ~30s race window but
did not help workspaces that take several minutes to boot, because
`PrepareTools` only fires between LLM steps. Reviewer pointed out the
right place to handle this is the tool itself; the current
implementation does that.
- Why async: a primer that ran synchronously inside the `OnChatUpdated`
callback blocked the create_workspace tool from returning for up to
`workspaceMCPPrimeMaxWait`, which broke
`TestCreateWorkspaceTool_EndToEnd` and would hurt any template that does
not expose MCP tools. Decoupling lets the tool return immediately and
lets the primer warm the cache concurrently with the next LLM step.
- Why share the chat `ctx` rather than `context.WithoutCancel(ctx)` (the
title-generation pattern): the primer touches
`workspaceCtx.getWorkspaceConn`, which `runChat`'s deferred
`workspaceCtx.close()` invalidates. A detached primer outliving the chat
would dial a fresh conn and leak it.
- The constant naming distinguishes `workspaceMCPDiscoveryTimeout` (35s
per-call dial budget, unchanged from #25169) from
`workspaceMCPPrimeMaxWait` (30s total budget for the post-ready primer
loop) and `workspaceMCPPrimeRetryInterval` (2s between empty-result
retries).

</details>

Follow-up to #25169.

---

_This pull request was generated by Coder Agents._
2026-05-18 07:55:56 -04:00
Ethan a59b951565 test: skip stale notification chatd flakes (#25376)
These chatd tests are flaking for the same stale control-notification
race tracked by CODAGT-353, so this change skips the newly reflaking
advisor-chain and `TestPatchChatMessage/ChangesModel` tests and rewrites
the older `TODO(hugodutka)` skips to point at the same root cause. This
keeps the known flakes documented consistently until the chatd
notification-flow refactor lands.

Closes CODAGT-427
Closes https://github.com/coder/internal/issues/1510
2026-05-15 17:36:48 +10:00
Michael Suchacz f1d160c7f4 fix: allow changing model when editing earlier chat message (#25084)
Editing a previous user message and selecting a different model in the
picker silently kept using the original model: the selection was dropped
on the frontend, in the SDK, and in the backend, so both the replacement
user message and the assistant turn that followed ran against the old
model.

Plumb the selected model through all three layers (`AgentChatPage`,
`codersdk.EditChatMessageRequest`, `chatd.EditMessageOptions` /
`Server.EditMessage`), defaulting to the original message's model when
the client does not specify one. The existing `InsertChatMessages` CTE
already advances `chats.last_model_config_id` when the inserted
message's model differs, so the assistant turn picks up the new
selection without further changes. The new model is validated inside the
transaction, so an unknown ID rolls the edit back and returns a 400
`Invalid model config ID.`, mirroring the `SendMessage` path.

Refs: CODAGT-345

This change was generated by a Coder agent.

<details>
<summary>Implementation plan</summary>

# CODAGT-345: Editing an earlier message cannot change model

## Problem

When editing a previous user message in a chat, the user can change the
model in the model picker, but the backend keeps using the original
message's model. The model selection is dropped at three layers:

1. **Frontend:** `AgentChatPage.tsx`'s edit branch builds an
`EditChatMessageRequest` that omits `model_config_id`. The new-message
branch (a few lines below) does include it.
2. **SDK:** `codersdk.EditChatMessageRequest` has no `ModelConfigID`
field at all.
3. **Backend:** `chatd.EditMessageOptions` has no model field, and
`Server.EditMessage` always copies the original message's
`ModelConfigID` into the replacement message.

Once the replacement user message is inserted with the original model,
the `InsertChatMessages` CTE leaves `chats.last_model_config_id`
unchanged, so the assistant turn that follows runs against the old
model.

## Fix

Plumb the selected model through all three layers, defaulting to the
original message's model when the client doesn't override it. This
mirrors the `SendMessage` path, which already accepts a
`model_config_id` and validates it via
`resolveSendMessageModelConfigID`.

### Backend

- `codersdk/chats.go`: add `ModelConfigID *uuid.UUID` to
`EditChatMessageRequest`.
- `coderd/x/chatd/chatd.go`:
  - Add `ModelConfigID uuid.UUID` to `EditMessageOptions`.
- In `EditMessage`, after fetching the edited message, resolve the
model: if `opts.ModelConfigID != uuid.Nil`, validate it exists with
`tx.GetChatModelConfigByID` (using `chatdModelConfigLookupContext`),
otherwise keep `editedMsg.ModelConfigID.UUID`. Pass the resolved ID into
`newChatMessage(...)`.
  - Reuse the existing `ErrInvalidModelConfigID` sentinel.
- `coderd/exp_chats.go` (`patchChatMessage`):
- Read `req.ModelConfigID` (nil-safe), pass into
`chatd.EditMessageOptions`.
- Add a `case xerrors.Is(editErr, chatd.ErrInvalidModelConfigID)` arm
returning 400 `Invalid model config ID.`, matching the
`postChatMessages` handler.

### Frontend

- `site/src/pages/AgentsPage/AgentChatPage.tsx`:
- In the edit branch, set `model_config_id: effectiveSelectedModel ||
undefined` on the `EditChatMessageRequest`.
- On success, persist the chosen model to `lastModelConfigIDStorageKey`
so the next chat from this browser keeps the same default. Mirrors the
new-message branch.

### Generated

- `make site/src/api/typesGenerated.ts` and `make
coderd/apidoc/swagger.json` produce the updated `EditChatMessageRequest`
schema in `typesGenerated.ts`, `coderd/apidoc/{docs.go,swagger.json}`,
and `docs/reference/api/{chats.md,schemas.md}`.

## Tests

- `coderd/x/chatd/chatd_test.go`:
- `TestEditMessageWithModelConfigOverride`: edit with a different model
-> replacement message and `chats.LastModelConfigID` use the new model.
- `TestEditMessagePreservesModelConfigByDefault`: edit without
`ModelConfigID` -> original model preserved.
- `TestEditMessageRejectsUnknownModelConfig`: passes a random UUID ->
`ErrInvalidModelConfigID`, original message still present,
`LastModelConfigID` unchanged (rollback).
- `coderd/exp_chats_test.go` (under `TestPatchChatMessage`):
- `ChangesModel`: end-to-end via SDK; `edited.Message.ModelConfigID` and
`chat.LastModelConfigID` both match the new model.
- `InvalidModelConfigID`: random UUID -> 400 `Invalid model config ID.`.

</details>
2026-05-12 14:51:55 +02:00
Michael Suchacz f847ff3731 test(coderd/x/chatd): skip stale notification flakes (#25177)
Skip the chatd tests that currently flake because the control
notification flow cannot distinguish stale wake/status NOTIFY payloads
from real interrupt requests. Each skipped test includes a TODO to
re-enable it after the chatd notification flow refactor handles stale
notifications correctly.

Supersedes #25133, #25134, #25135, and #25139.

Refs [CODAGT-353](https://linear.app/coder/issue/CODAGT-353),
[CODAGT-356](https://linear.app/coder/issue/CODAGT-356),
[CODAGT-360](https://linear.app/coder/issue/CODAGT-360), and
[CODAGT-361](https://linear.app/coder/issue/CODAGT-361).

> Mux working on behalf of Mike.
2026-05-12 14:50:30 +02:00
Kyle Carberry 376fc80451 fix(coderd/x/chatd): discover workspace MCP tools mid-turn after create_workspace (#25169)
## Problem

In `coderd/x/chatd/chatd.go` `runChat`, workspace MCP discovery is gated
on `chat.WorkspaceID.Valid` at the start of each turn. New chats that
bind their workspace mid-turn (via `create_workspace` or
`start_workspace`) get an empty workspace tool list on the first step,
and the model falls back to `execute` (bash) because no workspace MCP
tools are advertised.

**Repro:** new chat → "create a workspace and use MCP tools". No
`/api/v0/mcp/tools` request hits the agent on turn 1; turn 2 in the same
chat works fine.

## Fix

- Add a `PrepareTools` callback to `chatloop.RunOptions`, analogous to
`PrepareMessages`. It is invoked once before each LLM step with the
current tool list. When it returns non-nil, the chatloop replaces
`opts.Tools`, rebuilds the per-step tool definitions, and appends new
tool names to `opts.ActiveTools` so newly injected tools are callable
immediately.
- Wire `PrepareTools` in `runChat` to trigger workspace MCP discovery
the first time the chat snapshot reports a valid `WorkspaceID`. The
previous top-of-turn discovery path is unchanged for chats that start
with a workspace.
- Extract the discovery logic into `Server.discoverWorkspaceMCPTools` so
the top-of-turn and mid-turn paths share identical behavior (cache,
agent resolution, `ListMCPTools` timeout, invalidation).

Mid-turn discovery stays disabled in plan-mode turns and Explore
subagents, matching the existing top-of-turn gate. The
`workspaceMCPDiscovered` flag prevents redundant dials after the first
successful discovery.

## Tests

- `coderd/x/chatd/chatloop/chatloop_test.go`: two new
`TestRun_PrepareTools*` cases covering injection on the next step and
active-set merging when `ActiveTools` is non-empty.
- `coderd/x/chatd/chatd_test.go`:
`TestRunChat_WorkspaceMCPDiscoveryAfterMidTurnCreateWorkspace` drives
`runChat` through a `create_workspace` tool call against a real Postgres
+ mocked agent conn and asserts the second streamed LLM request
advertises the workspace MCP tool. Verified that the test fails (and
pinpoints the missing tool) when the `PrepareTools` wiring is disabled.

## Validation

```
go test ./coderd/x/chatd/chatloop/... -count=1
go test ./coderd/x/chatd/... -count=1
make lint/emdash
```

<details>
<summary>Decision log</summary>

- Chose a per-step `PrepareTools` callback over mutating `opts.Tools` in
place because `chatloop.Run` builds the `fantasy.Tool` definitions once
at start; a hook is required to let the LLM see new tools on the next
step.
- Returned `[]fantasy.AgentTool` (not also active-tool-names) and let
the chatloop derive name merges via `mergeNewToolNames`. This avoids
leaking plan-mode gating decisions into the callback contract.
- Kept the existing top-of-turn discovery path so chats that already
have a workspace at turn start pay no extra latency.
- Skipped reusing `ReloadMessages` (history reload) since this is purely
a tool-availability concern; coupling it to a history reload would
defeat the chatloop cache prefix optimizations.

</details>

---

_This pull request was generated by Coder Agents._
2026-05-12 00:30:56 -04:00
Kyle Carberry 5a5cd79c4c fix: drop buffered chat parts after their durable message commits (#25164) 2026-05-12 00:30:38 -04:00
Thomas Kosiewski e56381eb61 feat: stream advisor tool output (#25032)
Stream advisor output into the advisor tool card while the nested
advisor call is still running.

This keeps the advisor implementation intentionally advisor-specific:
the parent model still receives the same final structured tool result,
while the frontend receives transient `tool-result.result_delta` parts
to render partial advisor text in the expanded card. The final persisted
chat history remains unchanged.

Refs CODAGT-322.

Generated by Coder Agents.

<details>
<summary>Implementation plan</summary>

- Publish advisor text deltas from the nested `chatloop.Run` via
`RunAdvisorOptions.OnAdviceDelta`.
- Forward those deltas through `chatadvisor.Tool` with the parent
advisor tool call ID.
- Emit transient `ChatMessagePartTypeToolResult` websocket parts with
`ResultDelta` from `chatd`.
- Add `result_delta` to the generated tool-result TypeScript variant.
- Accumulate tool result deltas in frontend stream state and keep the
tool running until the final result arrives.
- Render streamed advisor advice in the existing advisor card using
streaming markdown mode, while retaining the updated advisor UI.

</details>
2026-05-11 20:18:49 +02:00
Michael Suchacz 915956460a feat(coderd/x/chatd): add compact turn status labels (#25043)
> Mux is acting on Mike's behalf.

Changes chat turn-end summaries into compact status labels for the
cached `last_turn_summary` and successful web push body.

Uses a structured-output model call for successful turns, requiring a
2-5 word `label` and validating it to reject agent-centric phrasing.
Pending and requires-action states keep deterministic status labels.

Removes the earlier deterministic tool-signal pipeline in favor of the
smaller structured-output path.
2026-05-11 17:09:42 +02:00
Mathias Fredriksson fb60bb0c08 chore(coderd/x/chatd): instrument PromoteQueued + stream subscriber for ENG-2645 (#25085)
TestPromoteQueuedWhileRequiresActionMixedTools has flaked three times across
Windows and Ubuntu CI runners since 2026-05-06; local repro on the dev
workspace has not surfaced it. The May 8 Ubuntu log shows all four
PromoteQueued post-TX pubsub publishes reaching pg_notify, yet the test still
times out 25s later, so the failure is downstream between the subscriber's
listener and the test's events channel. Adds three Debug-level markers in
chatd.go (no logic change) plus two t.Logf markers in the test's reader so
the next CI occurrence pins down exactly which step failed.

Closes ENG-2645
Closes coder/internal#1523
2026-05-11 08:33:46 +00:00
Ethan bd6cc1aaf2 feat(coderd): add stop_workspace chatd tool and recovery classification (#24997)
## Summary

Adds a `stop_workspace` tool to chatd so the model can recover from the
"workspace running but agent dead" failure mode (e.g. an OOM that leaves
the workspace running but the agent unreachable) by stopping and then
starting the workspace.

<img width="924" height="742" alt="image"
src="https://github.com/user-attachments/assets/279dedb6-6e29-4fe1-8754-3a1f01e538bf"
/>



## What changed

**New `stop_workspace` chatd tool**
(`coderd/x/chatd/chattool/stopworkspace.go`). Mirrors `start_workspace`:
shares `WorkspaceMu` to serialize with create/start, waits for any
in-progress build before issuing a stop, and is idempotent only after a
successful Stop transition. Failed stop builds re-attempt rather than
reporting success.

**New `chatStopWorkspace` coderd hook** (`coderd/exp_chats.go`). Mirrors
`chatStartWorkspace` minus the `RequireActiveVersion` gate. Stop should
not be blocked by template version policy.

**Differentiated recovery sentinels** (`coderd/x/chatd/chatd.go`).
`errChatAgentDisconnected` instructs the model to call `stop_workspace`
then `start_workspace`. `errChatDialTimeout` instructs a single retry,
then user escalation if it repeats. The previous single message
conflated transient and persistent failures.

**Two-signal recovery gate.** Recovery is only surfaced when a tool call
times out *and* a fresh DB read of the latest workspace agent says
`Disconnected`. The previous draft escalated on the DB read alone, which
would fire on a 30-second heartbeat blip (e.g. agent respawn) and prompt
a destructive stop/start unnecessarily.

**Cache-hit disconnected handling** now clears the cache and retries a
fresh dial before escalating, rather than returning the recovery
sentinel immediately. Latest-agent classification uses
`GetWorkspaceAgentsInLatestBuildByWorkspaceID` instead of the chat's
bound `AgentID`, so stale bindings after a rebuild don't misclassify.

**Shared chattool helpers** in `coderd/x/chatd/chattool/chattool.go`:
`latestWorkspaceBuildAndJob`, `publishBuildBinding`,
`provisionerJobTerminal`. Applied to both `start_workspace` and
`stop_workspace`.

## Notes

- Reverts an earlier draft that widened `ask_user_question` to root
standard turns. Plan-mode-only behavior is restored.
- The `stop_workspace` tool currently renders via the generic chat
tool-call UI. A follow-up frontend PR will prettify the `stop_workspace`
tool and style it like the `start_workspace` tool.
- Never-connected (`Timeout` status) agents are intentionally excluded
from recovery. They indicate template or startup failure, not the
running-but-dead case this PR targets.

Closes CODAGT-315
2026-05-11 16:23:07 +10:00
Mathias Fredriksson 3925d3941b fix(coderd/x/chatd): wait long enough for cold-start workspace MCP discovery (#25035)
The 5s timeout cancelled cold-start ListMCPTools calls before the
agent's 30s connectTimeout could settle, so workspace MCP tools
never reached the LLM. Bump to 35s and scope to ListMCPTools only.
2026-05-08 17:49:10 +03:00
Ethan 6fa7e84761 test(coderd/x/chatd): skip TestExploreChatSendMessageCannotMutateMCPSnapshot (#25023)
Skips `TestExploreChatSendMessageCannotMutateMCPSnapshot` while the
chatd redesign is in flight. The test exposes a self-interrupt race in
`processChat`'s control-pubsub subscriber that is structurally fixed by
the redesign in #24444; skipping until then matches the existing
`TestSubscribeRelayEstablishedMidStream` skip in
`enterprise/coderd/x/chatd/chatd_test.go`.

Relates to https://github.com/coder/internal/issues/1493.
2026-05-07 07:56:17 +00:00
Ethan 100ebd9f3b test(coderd/x/chatd): deflake advisor chain mode snapshot (#25021)
`TestAdvisorChainMode_SnapshotKeepsFullHistory` was using the generic
active chatd test server, which leaves periodic pending-chat polling
enabled. That made the test inconsistent with the other OpenAI Responses
API tests and allowed stale pending pubsub notifications to interrupt
the second turn before the advisor request was observed.

Use the existing OpenAI Responses test server helper so pending-chat
acquisition is delayed and the test only starts processing after the
SendMessage pending notification has been published.

Closes https://github.com/coder/internal/issues/1510
2026-05-07 17:12:12 +10:00
Mathias Fredriksson 6b0518d051 fix: state-aware queued message promotion (#24819)
PromoteQueued now branches on chat status: synth tool results before
the user message on requires_action, deferred reorder + Waiting on
running so the worker's persist+auto-promote keeps partial output.
Stale heartbeat falls through to the synchronous path; GetStaleChats
picks up Waiting+queue to recover post-cleanup-crash. Endpoint
returns 202.

Closes CODAGT-119
2026-05-06 19:11:56 +03:00
Michael Suchacz 0bfb9f6f13 feat: show agent turn summary in agents sidebar (#24942)
Persists the agent-generated turn-end summary on `chats` and shows it as
the Agents sidebar subtitle when present, falling back to the model
name. Errors still take precedence.

> Mux is acting on Mike's behalf.

## What changes

**Storage.** New nullable `last_turn_summary` column on `chats`
(migration `000486`). New `UpdateChatLastTurnSummary` query normalizes
blank/whitespace input to `NULL`, preserves `updated_at` (so the chat
does not jump to the top of the sidebar on summary writes), and uses an
`expected_updated_at` stale-write guard so an older async summary cannot
overwrite a newer turn.

**Backend.** `coderd/x/chatd/chatd.go` decouples summary generation from
webpush. Generated summaries persist for completed parent turns even
when webpush is unconfigured or has no subscriptions. The same generated
text is reused as the webpush body when webpush is configured, so the
summary model is not called twice. Generic fallback push text is no
longer persisted; it clears any stale summary instead.
Error/interrupt/pending-action terminal paths clear `last_turn_summary`
for the latest turn.

**Frontend.** `AgentsSidebar.tsx` subtitle priority is now `errorReason
|| lastTurnSummary || modelName`, normalized via the existing
`asNonEmptyString` helper from `blockUtils.ts`.

## Tests

- `TestUpdateChatLastTurnSummary` (database): success,
whitespace-to-NULL, stale guard rejects, `updated_at` preserved.
- `TestUpdateLastTurnSummaryRejectsStaleWrites` (chatd internal): direct
stale-`expected_updated_at` test.
- `TestSuccessfulChatPersistsTurnSummaryWithoutWebPush`: persistence
works without webpush subscriptions.
- `TestSuccessfulChatSendsWebPushWithSummary`: same generated text
drives both DB and push body.
-
`TestSuccessfulChatSendsWebPushFallbackWithoutSummaryForEmptyAssistantText`:
fallback text is not persisted.
- `TestErroredChatClearsLastTurnSummaryAndSendsWebPush`: error path
clears the field.
- `TestInterruptChatDoesNotSendWebPushNotification`: interrupt path
clears the field, no push fires.
- `AgentsSidebar.test.tsx`: subtitle priority for summary-present,
error-wins, no-summary fallback, whitespace fallback.
- `AgentsSidebar.stories.tsx`: `ChatWithTurnSummary` and
`ChatWithTurnSummaryAndError`.

## Notes

- No backfill. Existing chats keep showing the model name until their
next turn completes.
- Parent chats only in this iteration; the field is rendered on any
`Chat` if a future change extends generation to children.
- Decoupling generation from webpush adds quickgen model calls for
completed parent turns that previously skipped generation when no
subscriptions existed. Existing parent-only, assistant-text-present,
`PushSummaryModel` configured, and bounded-timeout gates keep this
behavior bounded.
2026-05-06 16:43:35 +02:00
Ethan 46a60e6d5d refactor: move chat error kinds into codersdk (#24955)
Moves the chat error kind taxonomy from `coderd/x/chatd/chaterror` into
`codersdk.ChatErrorKind` and types `ChatError.Kind` /
`ChatStreamRetry.Kind` so generated TypeScript exposes an SDK-owned
union, including `usage_limit`. Backend chat classification now
references the SDK constants directly while preserving the existing JSON
string values.

Keeps chat usage-limit admission failures on their existing 409 response
shape. The frontend maps structured usage-limit responses to the
SDK-owned `usage_limit` kind, uses generated `TypesGen.ChatErrorKind`
directly, and removes the local string union and alias.
2026-05-06 11:57:48 +10:00
Ethan 4751416b29 fix!: persist structured chat errors (#24919)
**Breaking change for changelog:**

> `codersdk.Chat.last_error` now returns a structured `ChatError` object
(`{message, kind, provider, retryable, status_code, detail}`) instead of
a plain string. The chats API is experimental
(`/api/experimental/chats`), so this ships without a deprecation cycle;
consumers reading `chat.last_error` as a string must update to read
`chat.last_error.message`. SDK/generated TypeScript terminal error
payloads now use the single `ChatError` type; the live stream error
payload type is renamed from `ChatStreamError` to `ChatError`.

Persisted chat errors now carry the same provider-specific detail (kind,
provider, retryable, HTTP status, optional detail) as the live stream,
so refreshing a failed chat rehydrates with the full structured error
instead of a one-line headline.

Existing rows are migrated in place: legacy text errors are wrapped into
`{message, kind: "generic"}` so already-errored chats still render, and
rows with `last_error IS NULL` stay NULL. Internally, persisted fallback
decoding now reuses the existing `chaterror.KindGeneric` constant, with
no JSON value change.

Closes CODAGT-239
2026-05-05 12:56:06 +10:00
Michael Suchacz 0bb09935bc feat: add computer-use provider selection for AI agents (#24772)
Adds a deployment-wide setting to select the computer-use provider
(Anthropic or OpenAI) for AI agents, plus the OpenAI computer-use runner
needed to honor that selection.

The setting is stored in `site_configs` under
`agents_computer_use_provider`, defaults to Anthropic when unset, and is
exposed via experimental GET/PUT endpoints under
`/api/experimental/chats/config/computer-use-provider`. The chatd
computer-use tool now dispatches to either `runAnthropicComputerUse` or
`runOpenAIComputerUse` based on the resolved provider, with
provider-specific result metadata for OpenAI screenshots.

Frontend adds a provider dropdown to the Agents Experiments settings
page nested under the virtual desktop toggle, with disabled state
handling while virtual desktop is off and skeleton loaders while config
queries are in flight.

Hugo and Codex review follow-up:
- Uses shared provider validation and clearer computer-use constant
names.
- Removes stale OpenAI pending-safety-checks commentary.
- Documents why provider result metadata is needed for OpenAI
screenshots.
- Keeps the computer-use subagent visible when provider credentials are
missing, then returns a clear spawn-time configuration error.
- Uses OpenAI's recommended 1600x900 screenshot geometry to preserve the
native 16:9 aspect ratio.
- Moves OpenAI-specific computer-use helpers into
`coderd/x/chatd/chatopenai/computeruse` after rebasing onto the provider
package refactor in `main`.
- Converts OpenAI pixel scroll deltas to Coder desktop wheel-click
amounts.
- Preserves OpenAI pointer modifiers with key down/up desktop actions
and rejects unsupported non-left double-click buttons explicitly.
- Maps OpenAI back/forward side-button clicks to browser navigation key
actions.
- Defaults omitted OpenAI click buttons to left-click.
- Retries mouse release cleanup if the final OpenAI drag release fails.
- Keeps computer-use subagent availability messages stable when provider
config cannot be loaded, while logging the backend error.
- Releases remaining OpenAI modifier keys if a synthetic key-up cleanup
action fails.
- Updates Storybook interaction stories so provider snapshots show the
selected final provider.

> Mux updated this PR description on behalf of Mike.
2026-05-04 20:30:50 +02:00
Jaayden Halko efda5c2c12 feat: disable Git controls when Git is not active (#24673)
closes CODAGT-148

In chats with no Git context (no repositories known to the watcher, no
PR tab, no remote diff), the refresh button fires an "Unable to refresh
git status" toast because the watcher WebSocket never opens.

Derive `isGitActive = repositories.size > 0 || showRemoteTab` in
`GitPanel` and use it to:

- Disable the refresh button, unified-diff toggle, and split-diff toggle
  with a "Git is not set up for this chat" tooltip.
- Show a dedicated empty state explaining how to enable Git, replacing
  the generic "No pushed changes yet" copy.

Chats with at least one repository or a PR tab are unaffected; all
controls remain enabled and behave as before.

Adds a `GitNotActive` Storybook story with play-function assertions
covering the disabled controls and empty-state copy.
2026-05-01 14:46:46 +01:00
Cian Johnston 2f855904be refactor: add dbgen chat generators and migrate test boilerplate (#24497)
- Adds chat-related dbgen generators covering defaults, overrides, and message field mapping.
- Replaces raw single-row chat, message, provider, and model-config setup in tests with dbgen helpers.
- Simplifies chat seed helpers after moving fixture setup into dbgen.

> Generated with [Coder Agents](https://coder.com/agents).
2026-05-01 13:29:33 +01:00
Dean Sheather e57525002c chore: remove agents experiment flag and mark feature as beta (#24432)
Remove the `ExperimentAgents` feature flag so the Agents feature is
always available without requiring `--experiments=agents`. The feature
is now in beta.

Existing deployments that still pass `--experiments=agents` will get a
harmless "ignoring unknown experiment" warning on startup.

### Changes

**Backend:**
- Remove `RequireExperimentWithDevBypass` middleware from chat and MCP
server routes
- Always include `AgentsAccessRole` in assignable site roles (later
refactored to org-scoped on main; rebase keeps that)
- Always set `AgentsTabVisible = true`, then drop the entire dead
`AgentsTabVisible` metadata pipeline (Go htmlState field,
populateHTMLState goroutine, HTML meta tag, useEmbeddedMetadata
registration, mock); no production consumer reads it. `AgentsNavItem`
already gates on `permissions.createChat`.
- Make `blob:` CSP `img-src` addition unconditional
- Remove `ExperimentAgents` constant, `DisplayName` case, and
`ExperimentsKnown` entry

**CLI:**
- Graduate the agents TUI from `coder exp agents` to `coder agents`
(moved from `AGPLExperimental()` to `CoreSubcommands()`)
- Drop the `agent` alias so it does not collide with the hidden
workspace-agent command
- Rename implementation files `cli/exp_agents_*.go` -> `cli/agents_*.go`
and internal identifiers (`expChatsTUIModel` -> `chatsTUIModel`,
`newExpChatsTUIModel` -> `newChatsTUIModel`, `setupExpAgentsBackend` ->
`setupAgentsBackend`, `startExpAgentsSession` -> `startAgentsSession`,
`expAgentsPtr` -> `agentsPtr`, `expAgentsSession` -> `agentsSession`,
`TestExpAgents*` -> `TestAgents*`). `expClient` (the
`*codersdk.ExperimentalClient` local) is kept; `coderd/exp_chats*.go`
and other still-experimental `cli/exp_*.go` commands are intentionally
untouched.

**Frontend:**
- Remove experiment check from `AgentsNavItem` - render when
`canCreateChat` is true
- Remove `agentsEnabled` experiment check from `WorkspacesPage`, then
gate `chatsByWorkspace` on `permissions.createChat` so users without
chat access don't trigger the per-page DB query (Copilot review
feedback)
- Add `FeatureStageBadge` (beta) next to the Coder logo in the Agents
sidebar (desktop + mobile)

**Docs:**
- Remove experiment flag setup instructions from `early-access.md` and
`getting-started.md` (and rename `early-access.md`'s "Enable Coder
Agents" heading to "Set up Coder Agents", since there is no enablement
step left)
- Update `chats-api.md` and `getting-started.md`'s Chats API note to say
"beta" instead of "experimental"
- `docs/manifest.json`: drop "experimental" from the Chats API sidebar
description
- `make gen` regenerated `docs/reference/cli/agents.md` and the CLI
index
- `scripts/check_emdash.sh`: exclude `cli/testdata/*.golden` and
`enterprise/cli/testdata/*.golden` from the new repo-wide emdash lint,
since serpent emits emdash borders in every generated `--help` golden
file

**Tests:**
- Remove `ExperimentAgents` setup from all test files (14 occurrences
across 7 files)
- Update stale "with the agents experiment" comments in
`coderd/x/chatd/integration_test.go` and `coderd/mcp_test.go`


<img width="1185" height="900" alt="image"
src="https://github.com/user-attachments/assets/b420bc8f-41d6-42c6-abd8-ad572533d651"
/>


> 🤖 Generated by Coder Agents
2026-05-01 01:49:00 +10:00
Thomas Kosiewski 17409a515c feat(coderd): wire advisor runtime to admin config (#24622)
## Summary

Wire the advisor runtime into `chatd`: read the admin config on every `runChat`, gate tool registration and system-prompt guidance on a **single eligibility boolean**, register the `advisor` built-in tool, and apply the exclusive-tool policy from PR 1.

## Motivation

This is the integration seam where PRs 1–3 come together into an actual user-visible feature. Gating is deliberately root-chat-only for the initial rollout; child/sub-agent chats still do not see the tool or the guidance block.

## Changes

### `coderd/x/chatd/chatd.go`
- `loadAdvisorConfig(ctx, logger)` reads the admin config (from PR 3) on each run. If `ModelConfigID` is set, it resolves the override model via `configCache.ModelConfigByID`; otherwise it falls back to the outer chat's model and provider options. Reasoning effort is plumbed into provider options via `applyAdvisorReasoningEffort`.
- One computed `advisorEligible` boolean drives **both** tool registration (after skill tools, before MCP tools) and guidance injection via `chatprompt.InsertSystem(prompt, chatadvisor.ParentGuidanceBlock)`.
- `setAdvisorPromptSnapshot` closures capture the outer prompt state at the right points in the lifecycle (`renderPlanPathPrompt`, `ReloadMessages`, `PrepareMessages`) so the advisor handoff uses the same context the outer model saw.
- `ExclusiveToolNames["advisor"] = true` is passed to `chatloop.Run()` so mixed batches are rejected cleanly (PR 1 machinery).
- `builtinToolNames["advisor"] = true` so metrics keep advisor distinct from the generic `mcp` label.

### Child-chat guard
- Child/sub-agent chats deliberately do not see the advisor tool or guidance block, to avoid recursion/cost blowups until the pattern is proven. This is covered by `TestAdvisorGating_ChildChat` (currently skipped pending a rewrite against the new `plan`/`explore` subagent infrastructure; core gating logic is still exercised by `TestAdvisorGating_Disabled` and `TestAdvisorGating_RootChat`).

## Stack context

This is **PR 4 of 6** in the advisor feature stack. It depends on PRs 1–3.

## Scope / non-goals

- No frontend changes. The feature is invocable via the backend but renders generically until PR 5.
- No separate provider runner; the nested advisor call reuses the existing model/provider path.
- No DB migration.

## Validation

- `go test ./coderd/x/chatd/... -run TestAdvisor`
- `go build ./...`
- `make lint`

---

<details>
<summary>📋 Implementation Plan (shared across the advisor stack)</summary>

# Plan: Add a Mux-style advisor tool to coder agents/chatd

## Outcome

Add a first-class `advisor` tool to agent chats in `coderd/x/chatd` that feels native to Coder:

- it is a built-in server-side tool, not an MCP/dynamic-tool workaround;
- it performs a nested **tool-less** model call for strategic advice;
- it is exposed only when eligible, and the prompt mentions it only when it is actually available;
- it is treated as a **planning-only** tool so it does not run alongside action tools in the same batch;
- it tracks usage/cost separately enough for operators to reason about it;
- it has a minimally polished UI in the Agents page;
- and it ships with explicit dogfooding evidence, including screenshots and repro videos.

## Design decisions to lock before coding

1. **Primary architecture:** native built-in tool in `chattool/`, backed by a small `chatadvisor` package.
2. **Nested model execution:** reuse chatd's existing model/provider stack for a one-step, tool-less advisor call rather than inventing a new provider pathway.
3. **Execution policy:** treat `advisor` as an exclusive/planning-only tool; mixed batches must return structured policy errors and force the model to retry cleanly.
4. **Availability:** initial rollout is for root agent chats only; disable for child/sub-agent chats until recursion/cost policy is proven.
5. **Prompt sync:** use one eligibility boolean to drive both tool registration and advisor guidance injection.
6. **Persistence/cost split:** MVP should keep advisor usage visible in result metadata and server metrics; only add DB schema if product/billing explicitly needs queryable advisor-specific cost.
7. **UI scope:** generic tool rendering is an acceptable temporary milestone during backend bring-up, but the release candidate should include a dedicated lightweight advisor renderer.

## Delivery model

The work should be executed as coordinated workstreams with one integration owner and parallel contributors for low-conflict areas. The integration owner should own `coderd/x/chatd/chatd.go` because prompt assembly, tool registration, and model resolution all converge there.

## Detailed workstreams

### Repo evidence used for this plan

<details>
<summary>Mux reference and current chatd seams</summary>

**Mux reference implementation**

- `src/node/services/tools/advisor.ts` — native advisor tool implementation.
- `src/common/constants/advisor.ts` — advisor prompt/constants and truncation policy.
- `src/common/utils/tools/tools.ts` — conditional tool registration.
- `src/node/services/streamContextBuilder.ts` — injects advisor guidance only when the tool is available.

**Current chatd seams**

- `coderd/x/chatd/chatd.go`
  - `processChat()` — tool assembly, prompt assembly, and chatloop invocation.
  - `resolveChatModel()` — current model/provider/key resolution seam.
  - `type Config struct` — server-level chatd configuration surface.
- `coderd/x/chatd/chatloop/chatloop.go`
  - `Run()` — main streaming/model loop.
  - `executeTools()` — built-in tool execution/batching seam.
- `coderd/x/chatd/chattool/` — built-in tool implementations.
- `site/src/pages/AgentsPage/components/ChatElements/tools/Tool.tsx` — tool renderer dispatch.
- `site/src/pages/AgentsPage/components/ChatConversation/messageParsing.ts` and `ConversationTimeline.tsx` — tool/result merge and rendering flow.

</details>

### Workstream map and ownership

| Workstream | Primary owner | Main files | Can run in parallel? | Done when |
|---|---|---|---|---|
| 0. Integration + gating | Integration lead | `coderd/x/chatd/chatd.go` | No; central merge lane | Tool registration, prompt sync, and model selection are wired together |
| 1. Advisor runtime + tool | Backend agent | new `coderd/x/chatd/chatadvisor/`, new `coderd/x/chatd/chattool/advisor.go` | Yes | Tool can perform a tool-less advisor call in memory and return structured results |
| 2. Planning-only execution policy | Chatloop agent | `coderd/x/chatd/chatloop/chatloop.go`, related tests | Yes | Mixed `advisor` + action-tool batches are rejected cleanly and deterministically |
| 3. Metrics/usage/config | Backend/telemetry agent | `chatd.go`, `chatloop/metrics.go`, optional config plumbing | Partially; coordinate with integration lead | Advisor usage is separately visible in metadata/metrics and limits are enforced |
| 4. Frontend rendering | Frontend agent | `site/.../tools/Tool.tsx`, new `AdvisorTool.tsx`, stories | Yes after result schema stabilizes | Advisor renders as a readable card and story tests pass |
| 5. Dogfood + QA evidence | QA agent | dev server, Storybook, dogfood output | After backend + UI are usable | Repro videos, screenshots, and a concise QA report exist |

### Parallelization rules

- **Do not split `coderd/x/chatd/chatd.go` across multiple execution agents without an integration lead.** That file owns prompt building, tool registration, model resolution, and cost persistence.
- Workstreams 1 and 2 can be developed in parallel and then stacked onto the integration branch.
- Workstream 4 should begin once the backend result schema is agreed on, even if the backend is still behind a feature flag.
- Any agent that needs to re-check Mux behavior should clone `coder/mux` into a temporary directory (for example, `$(mktemp -d)/mux`) and inspect it read-only; do not vendor or copy code from Mux directly.

## Phase 0 — Preflight and guardrails

### Goals

- Align the team on the smallest shippable architecture.
- Prevent scope creep into MCP/dynamic-tool/sub-agent variants.
- Decide upfront what is MVP vs. follow-up.

### Tasks

1. **Confirm the MVP boundary.**
   - Ship a built-in advisor tool first.
   - Do **not** make MCP, dynamic tools, or sub-agents the primary implementation.
   - Do **not** add transient streaming phases in the first backend PR unless they fall out almost for free.

2. **Confirm local workflow hygiene before coding.**
   - Ensure the repo is using the project git hooks from `scripts/githooks`.
   - Do not bypass hooks with `--no-verify`.
   - Use `./scripts/develop.sh` for the full dev server rather than manual build/run commands.

3. **Lock the model-selection policy.**
   - **Recommended MVP:** advisor uses the same resolved provider/model/cost config as the current chat, with advisor-specific max-output and usage caps.
   - **Follow-up only if required:** add a separate `AdvisorModelConfigID`-style override that resolves through the existing `configCache`/model-config path. Do not invent a new free-form `provider:model` parser if chatd already stores provider/model separately.

4. **Lock the persistence policy.**
   - **Recommended MVP:** no DB migration. Persist advisor-visible metadata in the tool result and record separate metrics in memory/Prometheus.
   - **Only if product/billing explicitly asks for queryable advisor cost:** add a later DB migration or usage table, following the normal `queries/*.sql` + `make gen` workflow.

5. **Create an execution ADR note in the work item or tracking doc.**
   - Capture: built-in tool, tool-less nested call, root-chat-only rollout, exclusive execution policy, MVP no-DB-migration default.

### Quality gate

- Everyone on the team can state the same answers to these questions:
  - Is advisor a built-in tool? **Yes.**
  - Can advisor run with action tools in the same batch? **No.**
  - Does advisor get tools of its own? **No.**
  - Is a DB migration required for MVP? **No, unless billing insists.**

## Phase 1 — Build the advisor runtime and tool wrapper

### Goals

Create the core advisor implementation in a way that is easy to test and keeps `chattool/` thin.

### Files to add

- `coderd/x/chatd/chatadvisor/types.go`
- `coderd/x/chatd/chatadvisor/guidance.go`
- `coderd/x/chatd/chatadvisor/handoff.go`
- `coderd/x/chatd/chatadvisor/runtime.go`
- `coderd/x/chatd/chatadvisor/runner.go`
- `coderd/x/chatd/chattool/advisor.go`

### Responsibilities by file

1. **`types.go`**
   - Define the input/result schema used by the tool and UI.
   - Keep the result shape close to Mux so the UI and model both have predictable cases.
   - Recommended result variants:
     - `advice`
     - `limit_reached`
     - `error`

   Recommended shape:

   ```go
   type AdvisorArgs struct {
       Question string `json:"question"`
   }

   type AdvisorResult struct {
       Type          string              `json:"type"`
       Advice        string              `json:"advice,omitempty"`
       Error         string              `json:"error,omitempty"`
       AdvisorModel  string              `json:"advisor_model,omitempty"`
       RemainingUses int                 `json:"remaining_uses,omitempty"`
       Usage         *AdvisorUsageResult `json:"usage,omitempty"`
   }
   ```

2. **`guidance.go`**
   - Hold two strings:
     - the nested advisor system prompt;
     - the parent-agent guidance block to inject into the outer system prompt.
   - The nested advisor prompt must say, in plain language:
     - you are advising the parent agent;
     - you do not address the end user directly;
     - you do not claim actions happened;
     - you return concise strategic guidance and tradeoffs.

3. **`runtime.go`**
   - Define the per-run runtime state.
   - Recommended fields:
     - resolved model + model config;
     - provider keys/options reused from the outer chat;
     - `MaxUsesPerRun`;
     - `MaxOutputTokens`;
     - atomic/current call counter;
     - callback(s) to obtain the current prompt snapshot and current-step snapshot;
     - optional metrics/usage hook.
   - Add fail-fast validation for impossible config: nil model, non-positive limits, empty prompt builders, etc.

4. **`handoff.go`**
   - Build the advisor handoff message from:
     - the explicit question;
     - the exact prompt/messages the parent model just used;
     - the current step's text/reasoning snapshot, if available;
     - the most recent relevant tool outputs, if they are already in the prompt snapshot.
   - **Important:** use the already-prepared outer prompt tail, not a fresh DB reload. That keeps the advisor aligned with compaction and the exact context the outer model saw.
   - Apply hard truncation budgets with recent-context bias.

5. **`runner.go`**
   - Execute the nested advisor call.
   - **Recommended implementation:** call `chatloop.Run()` in an in-memory, one-step mode:
     - `Tools: nil`
     - `ProviderTools: nil`
     - `MaxSteps: 1`
     - `PersistStep`: capture the assistant output in memory instead of writing DB rows
   - Reuse the existing provider/model/cost path instead of building a second provider runner.
   - Assert that no tool definitions are passed to the nested call.

6. **`chattool/advisor.go`**
   - Keep this file thin and consistent with other built-ins.
   - Responsibilities:
     - decode `AdvisorArgs`;
     - validate `Question` is non-empty and bounded;
     - call the `chatadvisor` runner;
     - return a structured tool response.

### Defensive programming requirements

- Assert `Question` is non-empty after trimming.
- Assert runtime limits are positive.
- Assert the nested advisor call runs with zero tools/provider tools.
- Assert `AdvisorResult.Type` is one of the known variants before returning.
- Assert remaining uses never goes negative.

### Acceptance criteria

- A unit test can call the advisor tool with a fake model and receive a stable `advice` result.
- The nested advisor call is impossible to run with tools accidentally attached.
- The core logic lives in `chatadvisor/`, not embedded inside `chatd.go`.

## Phase 2 — Wire advisor into chatd and keep prompt/tool availability in sync

### Goals

Register the tool in the right place, expose it only when eligible, and inject system guidance only when the tool is present.

### Files to modify

- `coderd/x/chatd/chatd.go`
- optionally a small helper file if `chatd.go` becomes too crowded

### Tasks

1. **Compute one eligibility boolean in `processChat()`.**
   Recommended inputs:
   - server-level advisor enabled flag;
   - root chat only (`chat.ParentChatID == uuid.Nil` or equivalent existing root/child check);
   - a usable resolved model/provider exists;
   - optional experiment/workspace/org gate if product wants staged rollout.

2. **Create the runtime once per outer chat run.**
   - Use the model/config/keys resolved by `resolveChatModel()`.
   - Reuse provider options from the current chat's `ChatModelCallConfig`.
   - Set `MaxUsesPerRun` and `MaxOutputTokens` from advisor config defaults.

3. **Register the tool in the built-in tool block.**
   - Insert after the skill tools and before MCP tools in `processChat()`.
   - Record `builtinToolNames["advisor"] = true` so metrics stay bounded.

4. **Inject advisor guidance into the outer system prompt using the same boolean.**
   - Use `chatprompt.InsertSystem()` in the same prompt assembly path that already injects user/system instructions.
   - Place the block near the existing instruction insertion, before plan-path/skill context blocks.
   - Wrap the guidance in an explicit tag like `<advisor-guidance>` so it is easy to spot in tests and future refactors.

5. **Keep advisor out of child chats for the first release.**
   - That avoids recursion/cost blowups with `spawn_agent` / `wait_agent` flows.
   - Document this explicitly in the rollout notes and tests.

### Acceptance criteria

- If advisor is disabled, neither the tool nor the prompt guidance appears.
- If advisor is enabled, both the tool and the prompt guidance appear.
- Root chats can use advisor; child chats cannot.
- Built-in tool names include `advisor` so metrics do not collapse it into the generic `mcp` label.

## Phase 3 — Enforce planning-only execution policy in `chatloop`

### Goals

Prevent the model from calling `advisor` and action tools in the same execution batch.

### Files to modify

- `coderd/x/chatd/chatloop/chatloop.go`
- related chatloop tests

### Recommended implementation

Keep the MVP small; do **not** build a general policy engine yet.

1. Add a minimal field to `chatloop.RunOptions`, for example:

   ```go
   ExclusiveToolName *string
   ```

2. In `Run()` / `executeTools()`, detect the case where the exclusive tool appears in the same local-tool batch as any other locally executed tool.

3. When that happens, synthesize structured tool-result errors for the affected calls instead of executing anything in the batch.
   - `advisor` should receive a clear error like: _advisor must be called by itself before action tools_.
   - The sibling action tools should receive a paired policy error like: _this tool was skipped because advisor must run alone_.

4. Let the outer model see those tool errors and retry cleanly.
   - This is simpler and safer than partial execution or hidden deferral.
   - It preserves deterministic transcript history for debugging.

5. Pass the just-finished step snapshot into the tool execution context.
   - The advisor runtime should be able to see the current step's text/reasoning content, because that is often the best hint about what the outer model is trying to decide.

### Why this is the right fit

- It matches the intended semantics: advisor is consulted **before** taking action.
- It avoids subtle race conditions caused by concurrent built-in tool execution.
- It keeps the behavior easy to test with fake models.

### Acceptance criteria

- A model-emitted batch containing only `advisor` succeeds.
- A model-emitted batch containing `advisor` plus any other locally executed tool returns deterministic policy errors and executes nothing.
- Non-advisor tool execution stays unchanged for normal chats.

## Phase 4 — Usage limits, metrics, and configuration

### Goals

Make advisor safe to operate without over-designing billing/storage in the first release.

### Files to modify

- `coderd/x/chatd/chatd.go`
- `coderd/x/chatd/chatloop/metrics.go` as needed
- `coderd/x/chatd/chatd.go` `Config` struct and constructor path
- optional follow-up config/db files only if a separate advisor model or persistent billing is required

### Tasks

1. **Add explicit server config knobs for MVP.**
   Recommended fields on `chatd.Config` or a nested advisor config struct:
   - `AdvisorEnabled bool`
   - `AdvisorMaxUsesPerRun int`
   - `AdvisorMaxOutputTokens int64`

2. **Track usage per outer run.**
   - Reset the counter for each `processChat()` invocation.
   - Return `remaining_uses` in the tool result.
   - Return `limit_reached` when the cap is exhausted.

3. **Expose advisor usage metadata in the tool result.**
   - Include model name and token/cost summary if available.
   - Use the same `callConfig.Cost` calculation path as the outer chat for MVP if advisor reuses the same model.

4. **Record server-side metrics.**
   - Count advisor invocations, failures, and latency.
   - Ensure they show up under the built-in tool label `advisor`.

5. **Optional decision gate: separate advisor model.**
   - If product insists on a stronger/different advisor model, add a follow-up config hook that resolves another existing chat model config through the same `configCache` path.
   - Keep that out of the first landing PR unless it is required for acceptance.

6. **Optional decision gate: queryable advisor cost.**
   - If this becomes required, spin a follow-up DB task:
     - update `coderd/database/queries/*.sql`;
     - add migration files;
     - run `make gen`;
     - update audit mappings if a new auditable type/field is introduced.

### Acceptance criteria

- Advisor calls are capped per outer run.
- Limit exhaustion is user-visible in the tool result.
- Metrics distinguish advisor calls from other built-in tools.
- MVP does not require a schema migration unless explicitly approved.

## Phase 5 — Frontend rendering and Storybook coverage

### Goals

Make advisor feel intentional in the Agents UI without blocking the backend on fancy streaming UI.

### Files to modify

- `site/src/pages/AgentsPage/components/ChatElements/tools/Tool.tsx`
- new `site/src/pages/AgentsPage/components/ChatElements/tools/AdvisorTool.tsx`
- Storybook story file(s) in the same tools directory

### Delivery strategy

1. **Intermediate milestone during backend bring-up:** rely on the existing generic tool renderer if needed.
   - This is acceptable only as a short-lived integration checkpoint.

2. **Release milestone:** add a dedicated lightweight `AdvisorTool` renderer.
   - Reuse existing primitives:
     - `ToolCollapsible`
     - `ToolIcon`
     - `Response` for markdown/prose rendering
     - `ScrollArea` if the advice can be long
   - Keep styling light and consistent with the Agents page.
   - Do not add unnecessary React memoization in `site/src/pages/AgentsPage/`; that area is already React-Compiler aware.

3. **Render the structured result states cleanly.**
   - `advice` — readable prose/markdown with optional metadata footer.
   - `limit_reached` — warning-style message.
   - `error` — error state with visible fallback text.
   - `running` — existing tool loading state/spinner is enough for MVP.

4. **Add Storybook coverage instead of ad-hoc component tests.**
   Recommended stories:
   - successful advice;
   - running/loading;
   - limit reached;
   - error.

5. **Keep the UI contract narrow.**
   - Prefer one text field like `advice` plus small metadata rather than a deeply nested schema.
   - That keeps the UI resilient to prompt iteration.

### Acceptance criteria

- The advisor tool card renders readable content rather than raw quoted JSON in the final release branch.
- Running, limit, and error states are visibly distinct.
- Storybook stories and play assertions cover the new states.
- Existing tool rendering flows remain unchanged.

## Phase 6 — Automated tests and validation gates

### Backend tests to add

1. **Advisor runtime/tool tests**
   - question validation;
   - tool-less nested execution assertion;
   - success result shaping;
   - limit-reached result shaping;
   - error result shaping.

2. **Prompt/gating tests in chatd**
   - advisor disabled ⇒ no tool, no guidance;
   - advisor enabled/root chat ⇒ tool + guidance;
   - child chat ⇒ advisor absent.

3. **Chatloop policy tests**
   - advisor alone runs;
   - advisor + action tool mixed batch returns deterministic policy errors;
   - non-advisor tools still execute normally.

4. **Usage/metrics tests**
   - per-run cap resets correctly;
   - builtin tool labeling includes `advisor`;
   - returned metadata includes model/usage summary when available.

### Frontend tests to add

- Storybook `play()` assertions for the advisor renderer states.
- Verify expand/collapse behavior and visible fallback text.
- Verify the message timeline still renders adjacent tools correctly.

### Recommended command sequence

Run these as the implementation matures, not only at the end:

1. Backend-focused gate after phases 1–4:
   - `make test RUN=TestAdvisor`
   - `make test RUN=TestChatloopAdvisor`
   - `make lint`

2. Frontend-focused gate after phase 5:
   - `pnpm test:storybook src/pages/AgentsPage/components/ChatElements/tools/AdvisorTool.stories.tsx`
   - `pnpm lint`
   - `pnpm format`

3. Final repo gate before handoff:
   - `make pre-commit`
   - run any additional targeted `make test RUN=...` selections covering touched chatd paths

> Use the exact new test names the implementing agents create; the names above are recommended anchors, not existing tests.

## Dogfooding plan

### Principle

Dogfood the change as a real agent feature, not just a unit-tested backend. Per the dogfood and `agent-browser` skills, the reviewer should get **watchable repro videos** plus screenshots that make the behavior obvious without reading logs.

### Required setup

1. Start the full dev environment with:
   - `./scripts/develop.sh`
2. If the frontend renderer changes, also start Storybook from `site/` with:
   - `pnpm storybook --no-open`
3. Use `agent-browser` directly — **never `npx agent-browser`**.
4. Use named browser sessions and an output folder such as:
   - `./dogfood-output/advisor/`
   - with subfolders `screenshots/` and `videos/`

### Evidence protocol

For every interactive scenario below:

1. Start video recording **before** the action.
2. Capture step-by-step screenshots at human pace.
3. Capture one annotated screenshot of the final state.
4. Stop the recording.
5. Note the exact pass/fail observation in the QA report.

For static UI states (for example Storybook error/limit cards), an annotated screenshot is sufficient; video is optional but still encouraged by this project’s review preference.

### Dogfood scenarios

#### Scenario A — Happy path in the real Agents UI

**Goal:** prove that a root agent chat can invoke advisor and produce a readable recommendation before taking further action.

Steps:

1. Open the Agents page with an advisor-enabled root chat.
2. Start a repro video.
3. Send a prompt that should reasonably trigger strategic planning, such as an architecture or multi-tradeoff question.
4. Capture screenshots of:
   - the prompt before send;
   - the running advisor state;
   - the completed advisor card and the assistant’s follow-up response.
5. Stop recording.

Pass criteria:

- advisor appears in the timeline;
- the rendered result is readable;
- the assistant can continue after consuming the advisor output.

#### Scenario B — Advisor unavailable path

**Goal:** prove the feature is truly gated.

Suggested variants (at least one is required, both are better):

- feature flag/config off;
- child/sub-agent chat.

Evidence:

- annotated screenshot of the chat/tool state showing advisor is absent;
- short video if toggling the gate live is part of the repro.

Pass criteria:

- no advisor tool is available;
- no advisor-specific prompt behavior leaks through.

#### Scenario C — UI states in Storybook

**Goal:** prove the renderer handles non-happy states cleanly.

Required story states:

- success/advice;
- running;
- limit reached;
- error.

Evidence:

- one screenshot per state;
- at least one short video showing collapse/expand behavior.

Pass criteria:

- success renders readable advice;
- limit/error have visible fallback text;
- the component behaves like the other tool cards.

#### Scenario D — Regression sweep of nearby tools

**Goal:** ensure advisor does not break the surrounding chat timeline.

Check at minimum:

- another existing built-in tool still renders correctly near advisor;
- sub-agent/tool cards still expand/collapse normally;
- no obvious console errors appear in the Agents page during the advisor flow.

Evidence:

- screenshots of adjacent tool cards;
- console/error capture if anything suspicious appears.

### `agent-browser` usage notes for the QA agent

- Prefer `agent-browser batch` for 2+ sequential commands when no intermediate parsing is needed.
- Use `snapshot -i` to discover interactive refs.
- Re-snapshot after navigation or major DOM changes.
- Avoid `wait --load networkidle` unless the page is known to go idle; prefer explicit element/text waits or short fixed waits.
- Record videos at human pace and include pauses that a reviewer can follow.

## Rollout plan

### Initial rollout

- Gate behind a server-side advisor-enabled flag.
- Enable only for selected internal/root agent chats first.
- Watch metrics for:
  - invocation count;
  - failure rate;
  - latency;
  - obvious retry loops.

### Expansion conditions

Expand beyond the initial rollout only after the following are true:

- mixed-batch policy behavior is stable;
- cost impact is understood;
- frontend UX is readable in production-like dogfood;
- no recursion surprises have appeared with sub-agent flows.

### Explicit non-goals for the first release

- advisor inside child/sub-agent chats;
- provider-agnostic streaming phase UI;
- MCP-based external advisor implementation;
- mandatory DB-backed advisor cost reporting.

## Final acceptance checklist

- [ ] `advisor` is a built-in chatd tool, not an MCP/dynamic-tool substitute.
- [ ] The nested advisor call is tool-less and bounded to one in-memory step.
- [ ] One eligibility boolean controls both tool registration and prompt guidance injection.
- [ ] Root chats can use advisor; child chats cannot in the initial rollout.
- [ ] Mixed advisor/action batches produce deterministic policy errors instead of partial execution.
- [ ] Per-run usage caps and limit-reached behavior work.
- [ ] Advisor usage is visible in metadata/metrics without forcing a DB migration for MVP.
- [ ] The Agents UI has a readable advisor card and Storybook coverage.
- [ ] Dogfooding produced screenshots and repro videos for the required scenarios.
- [ ] Validation commands (`make lint`, targeted `make test`, Storybook tests, `make pre-commit`) passed before handoff.

## Suggested PR split

1. **PR 1 — Backend foundation**
   - `chatadvisor/` package
   - `chattool/advisor.go`
   - `chatloop` exclusive policy
   - chatd gating/prompt sync
   - backend tests

2. **PR 2 — Frontend + QA**
   - advisor renderer
   - stories/play assertions
   - dogfood artifacts and QA notes

3. **PR 3 — Optional follow-ups only if demanded by stakeholders**
   - separate advisor model override
   - persistent advisor billing/queryability
   - transient phase-stream UX


</details>

---
_Generated with [`mux`](https://github.com/coder/mux) • Model: `anthropic:claude-opus-4-7` • Thinking: `max`_
2026-04-30 15:07:33 +02:00
Thomas Kosiewski ab75e46f1d fix: record debug runs for proposed chat titles (#24820) 2026-04-29 16:45:48 +02:00
Mathias Fredriksson dd49a818f9 fix: export chatd.Start to separate server lifecycle (#24761)
chatd.New() no longer auto-starts the acquire/wake loop.
Callers that want chat processing call server.Start()
explicitly. Tests that want a passive server skip Start();
heartbeat, stream janitor, and stale recovery still run.

Closes coder/internal#1502
2026-04-29 13:54:49 +03:00
Mathias Fredriksson 3c450899ea fix: pass agent context config explicitly instead of reading env (#24759)
The CODER_AGENT_EXP_* env vars are agent-internal options. When set
in the workspace environment they leak to MCP subprocesses and user
shells.

ReadEnvConfig() captures the values and ClearEnvVars() strips them
before the reinit loop, so config survives agent restarts. NewAPI
and ReadEnvConfig both use applyDefaults() to fill zero fields.
The chatd test passes config via agenttest.WithContextConfigFromEnv().
2026-04-28 17:58:28 +03:00
Michael Suchacz ed33e28b13 fix(coderd/x/chatd): wake after auto-promoting queued message (#24714)
`tryAutoPromoteQueuedMessage` in `processChat`'s deferred cleanup could
set a chat back to `pending` without waking the processor. The processor
only noticed on the next 10ms poll, so under load tests like
`TestAutoPromoteQueuedMessageFallsBackForInvalidQueuedModelConfigID`
could time out waiting for the second streaming request (#1500).

Call `p.signalWake()` after the promoted-message publishes when
`promotedMessage != nil`, matching the pattern used by `CreateChat`,
`SendMessage`, `EditMessage`, `PromoteQueued`, and `InterruptChat`. Make
the regression helper `testAutoPromoteQueuedMessageFallback`
deterministic by setting `PendingChatAcquireInterval = time.Hour` and
synchronizing on a `secondRunStarted` channel instead of polling
`requestCount`, so the test fails without the wake instead of relying on
the 10ms ticker.

Closes https://github.com/coder/internal/issues/1500

> Mux is acting on Mike's behalf.
2026-04-26 11:08:32 +02:00
Michael Suchacz 0211448d09 fix(coderd): sanitize Anthropic provider tool history (#24706)
Anthropic can reject replayed chat histories when a provider-executed
tool call, such as `web_search`, is present without its matching
provider result block.

This sanitizes unpaired Anthropic provider-executed tool calls during
prompt reconstruction, before Anthropic requests, and before persistence
so existing poisoned histories can continue and new malformed turns are
not stored.

Resolves: CODAGT-259

> Mux is acting on Mike's behalf.
2026-04-24 23:57:30 +02:00
Michael Suchacz c7cac9debe fix: persist per-turn model on chats and queued messages (#24688)
Previously, `chats.last_model_config_id` was not updated when a user
sent a mid-chat message with a different model, and queued messages did
not store their own per-turn model, so promotion ran against whatever
the chat row said at promote time. Chat watch events also did not merge
`last_model_config_id` into the site's root, child, and per-chat
caches, so sidebar labels stayed stale after direct sends and queued
promotions.

- Add nullable `chat_queued_messages.model_config_id`, backfilled from
  `chats.last_model_config_id`. Queued inserts round-trip the effective
  model id at enqueue time.
- In `coderd/x/chatd`, direct sends update `chats.last_model_config_id`
  inside the same transaction that inserts the admitted user message.
  Manual promotion and auto-promotion use the queued row's stored
  `model_config_id`, with a fallback to `chats.last_model_config_id`
for legacy NULL rows during rollout.
`PromoteQueuedOptions.ModelConfigID`
  is now ignored.
- On the site, extract `mergeWatchedChatSummary` and
  `mergeWatchedChatIntoCaches` in `site/src/api/queries/chats.ts` so
  status-change watch events merge `last_model_config_id` into the
  root infinite chat list, the parent-embedded child entry, and the
  per-chat `chatKey(chatId)` cache. `updated_at` guards against stale
  watch payloads clobbering newer cached state, while diff status
  events still merge their PR metadata because they are timestamped
  outside the chat row. Watch timestamps are compared as instants so
  variable fractional precision does not make fresh events look stale.
- Queued promotion validates stored model config IDs before admission.
  Invalid legacy queued IDs fall back to the chat's current model config
  instead of dropping the queued message during auto-promotion.
- Backend and frontend regression coverage added for admission, queue
  promotion (including FIFO across mixed models, legacy NULL fallback,
  and invalid queued model IDs), and chat watch cache merging.

> Mux is acting on Mike's behalf.
2026-04-24 15:36:08 +02:00
Cian Johnston a02339c66a fix(coderd/x/chatd): prevent invalid tool results from poisoning chat history (#24663)
- **computeruse.go**: Decode base64 screenshot data before storing in
`ToolResponse.Data` (was casting base64 string to bytes without
decoding)
- **chatloop.go**: Re-encode `ToolResponse.Data` to base64 via
`base64.StdEncoding.EncodeToString` instead of `string()` cast
- **mcpclient.go**: UTF-8 validate all text from MCP responses in
`convertCallResult()` using `strings.ToValidUTF8`
- **chatprompt.go (persist)**: Defense-in-depth UTF-8 sanitization of
text and media Text fields before database storage
- **chatprompt.go (replay)**: Antivenom layer that validates base64 and
UTF-8 at read time, auto-healing already-poisoned chats without
requiring a migration
- `TestToolResultAntivenom`: 4 subtests covering poisoned text, poisoned
media, valid media round-trip, and media with invalid UTF-8 text
-  Adds `TestConvertCallResult_UTF8Sanitization`: 4 subtests covering invalid
UTF-8 in TextContent, EmbeddedResource, valid passthrough, and
multi-part
- Adds `TestComputerUseTool_Run_ScreenshotDataIsDecodedBinary`: Verifies no
double-encode in the computer-use path
- Updated existing computer-use tests for the new decoded-binary
contract

> 🤖
2026-04-23 19:58:38 +01:00
Michael Suchacz dbcc654d28 feat: snapshot explore subagent tool entitlements (#24638)
Explore sub-agents previously could not use `web_search` or external MCP
tools. `runChat` hard-skipped both for Explore. Lifting those guards
naively would over-grant tools, because a child chat could outlive the
spawning turn's plan-mode filter.

This change persists the spawning parent turn's filtered external MCP
server IDs onto the child Explore chat, and simplifies the Explore
provider-tool filter in `runChat`:

- New `resolveExploreToolSnapshot` helper: computes the child's
inherited external MCP subset by running the parent's configs through
`filterExternalMCPConfigsForTurn` (plan-mode policy) and, if the parent
is itself an Explore child, further narrowing to the parent's own
persisted `MCPServerIDs`. The result is written to the child's
`MCPServerIDs` column at spawn time.
- The existing `mcp_server_ids` column is the sole durable snapshot. No
new chat column is added.
- `runChat` for Explore children: loads MCP tools from the persisted
snapshot, and keeps only `web_search` from provider-native tools (to
block computer-use and other write-style tools, since Explore is
read-only). Whether `web_search` is actually available is a per-model
decision, determined by the current model config, just like a main chat.
- Built-in Explore allowlist is unchanged. Workspace-local MCP remains
excluded for Explore.

Verification: `go build ./...`, `go test ./coderd/x/chatd/... -count=1`,
`make gen` (clean tree), `make lint/emdash`, `go vet`. Deep-review ran
12 reviewers on the feature and 5 on the clarity refactor; CAR reviewed
and approved; a subsequent scope reduction dropped a temporary
`allow_web_search` column in favor of per-model handling.

> Mux is acting on Mike's behalf.
2026-04-23 19:07:38 +02:00
Mathias Fredriksson f8fe5d680b fix(coderd): reject API operations on archived chats (#24633)
Archived chats accept mutations (messages, edits, queued-message
promotions, tool-result submissions) via the API, causing them to
re-enter the processing pipeline. This violates the hard-stop
design intent from PR #23758.

Add archived checks at three layers:

- HTTP handlers (postChatMessages, patchChatMessage,
  promoteChatQueuedMessage, postChatToolResults): return 400
  after auth so callers get a clear error.
- Daemon functions (SendMessage, EditMessage, PromoteQueued,
  SubmitToolResults): return ErrChatArchived after row lock,
  guarding against future callers that bypass the handler.
- AcquireChats SQL: filter out archived chats so they are never
  acquired for processing.

Fixes CODAGT-245
2026-04-23 19:03:33 +03:00
Michael Suchacz f073323c89 refactor: unify subagent spawn behind spawn_subagent (#24535)
Unify the three subagent spawn tools (`spawn_agent`,
`spawn_explore_agent`, `spawn_computer_use_agent`) behind a single
`spawn_subagent` tool keyed by a `subagent_type` discriminant
(`general`, `explore`, `computer_use`). Mirrors the single-entry-point
pattern already used by `task` in mux while keeping `wait_agent`,
`message_agent`, and `close_agent` as separate lifecycle tools.

A new backend subagent definition catalog
(`coderd/x/chatd/subagent_catalog.go`) is the source of truth for tool
description, prompt guidance, availability rules (plan mode,
desktop/Anthropic gating), and child-chat option building.
`spawn_subagent` advertises only the types available in the current
context and validates `subagent_type` server-side; context inheritance
still flows through the existing `createChildSubagentChatWithOptions`
path. `wait_agent`, `message_agent`, and `close_agent` responses now
include a server-derived `subagent_type` so the UI stops inferring
lifecycle state from tool names.

The frontend gets a shared normalization helper
(`site/src/pages/AgentsPage/components/ChatElements/tools/subagentDescriptor.ts`)
that maps either legacy tool names or new `spawn_subagent` args into a
common descriptor (action, variant, icon, fallback copy). Legacy
transcripts still render identically; `Tool.tsx`, `SubagentTool.tsx`,
`ToolLabel.tsx`, `ToolIcon.tsx`, and `messageParsing.ts` now key off the
descriptor instead of hard-coded names. Existing UI copy is preserved
(`Spawning Explore agent...`, `Using the computer...`, computer-use
monitor icon and Open Desktop affordance).

> This PR was opened by Mux working on Mike's behalf.
2026-04-21 14:01:32 +02:00
Michael Suchacz 9d0469fc4c feat: allow approved external MCP tools in root plan mode (#24509)
## Summary

Allow root plan-mode chats to use MCP tools from external servers that
an admin has explicitly approved for plan mode. Workspace MCP and
plan-mode subagents remain blocked.

## Problem

`chatd.go` excluded every MCP tool when `isPlanModeTurn` was true, so
planning had no access to tools like docs search, ticketing, etc.
Lifting that guard wholesale was unsafe: `mcp_server_configs` already
has centralized admin governance, but workspace-local MCP (discovered
from agent `.mcp.json`) does not, and subagents use a narrower trust
boundary.

## Fix

Add an admin-controlled per-server `allow_in_plan_mode` flag (default
`false`) and gate plan-mode MCP access on it.

### Backend / schema
- New migration `000472_mcp_server_allow_in_plan_mode.{up,down}.sql` and
matching fixture update.
- `mcpserverconfigs.sql` + generated code: persist and read the new
column.
- `codersdk/mcp.go`: thread the field through `MCPServerConfig`,
`Create*`, and `Update*` request types.
- `coderd/mcp.go`: validate, persist, and return the flag in
get/list/create/update handlers.

### chatd
- `coderd/x/chatd/chatd.go`: pre-filter selected external MCP configs by
`AllowInPlanMode` before calling `mcpclient.ConnectAll` on plan-mode
root turns. Workspace MCP discovery is skipped entirely on plan-mode
turns.
- Single helper decides whether a tool is available in plan mode, used
both at construction and for active-tool filtering (defense in depth).
Plan-mode subagents, dynamic tools, provider-native tools, computer-use,
and workspace MCP stay unchanged.
- `coderd/x/chatd/prompt.go`: update the root plan-mode overlay text to
match the new boundary.

### UI
- `MCPServerAdminPanel.tsx`: add an explicit toggle ("Allow all tools
from this MCP server in root plan mode") next to the existing governance
controls.
- Regenerated `site/src/api/typesGenerated.ts`.

### Docs
- `docs/ai-coder/agents/architecture.md`: replace the blanket "MCP is
unavailable in plan mode" note with the new root-only, external-only,
admin-approved policy. Explicitly call out that workspace MCP and
plan-mode subagents are still excluded.

### Tests
- Plan-mode visibility (approved vs non-approved external server).
- Plan-mode invocation of an approved external MCP tool.
- End-to-end plan-mode workflow that uses an approved MCP tool and then
reaches `propose_plan`.
- Regressions: workspace MCP still excluded in plan mode; plan-mode
subagents still on the restricted tool boundary; existing tool
allow/deny list filtering still applies.

## Policy precedence

`allow_in_plan_mode` is an **additional** requirement on top of existing
`enabled`, availability, chat-selected / forced server IDs, and tool
allow/deny lists. It approves **all tools on that server** for root plan
mode; a per-tool plan allowlist is deliberately deferred.

## Follow-ups (explicitly out of scope)

- Whether plan-mode subagents should inherit approved external MCP
tools.
- Workspace-local MCP safety model (agent-side `.mcp.json` schema vs. a
coderd-managed workspace MCP config).

## Validation

- `go vet ./coderd/x/chatd/...`
- `go test ./coderd/x/chatd -run 'TestPlan.*|TestMCP.*' -count=1`
- `go test ./coderd/x/chatd -count=1 -timeout 5m` (full chatd suite)
- `make fmt` (no diff)

> Mux opened this PR on Mike's behalf.
2026-04-21 12:26:12 +02:00
Cian Johnston 5f3effd839 fix(coderd/x/chatd): add chattest.OpenAI() default fake server (#24540)
- Add `chattest.OpenAI(t)` convenience wrapper around `NewOpenAI` with
sensible defaults (JSON title response for non-streaming, text chunk for
streaming)
- Update `seedChatDependencies` to use it instead of an empty base URL,
preventing title generation from hitting real `api.openai.com` with a
fake key:

```
    t.go:111: 2026-04-20 19:23:31.885 [debu]  coderd.chatd.processor: title model candidate failed  chat_id=edb43454-f23d-4163-9974-d101b8091de6  chat_id=edb43454-f23d-4163-9974-d101b8091de6 ...
        error= generate structured title:
                   github.com/coder/coder/v2/coderd/x/chatd.generateStructuredTitleWithUsage
                       /home/coder/src/coder/coder/coderd/x/chatd/quickgen.go:443
                 - unauthorized: Incorrect API key provided: test-api-key. You can find your API key at https://platform.openai.com/account/api-keys.
```

> 🤖
2026-04-21 10:26:20 +01:00
Thomas Kosiewski df7e838c21 feat(coderd): wire debug logging into chat lifecycle (#23917) 2026-04-20 12:27:16 +02:00
Mathias Fredriksson fc2493780f fix: exclude subagent chats from sidebar pagination (#24404)
GetChats now returns only root chats (parent_chat_id IS NULL).
A new GetChildChatsByParentIDs query fetches children for visible
roots and embeds them in each parent's Children field. The
singular getChat endpoint does the same.

Archive invariant is one-way: parent archived implies child
archived. Parent archive/unarchive cascades via root_chat_id.
Individual child archive is permitted; child unarchive while the
parent is archived is rejected atomically (row lock on child,
re-read parent inside the transaction). Embedded children are
filtered by the caller's archive state so individually-archived
children stay hidden from active-parent views.

Gitsync MarkStale uses GetChatsByWorkspaceIDs directly;
MarkStaleParams.OwnerID removed (dead after the switch).

Frontend: buildChatTree reads from the embedded children field,
WebSocket handlers route child events into the parent's children
array, and archiving a child strips it from the parent cache.
2026-04-20 13:19:59 +03:00
Michael Suchacz 73b5058923 feat: add Explore mode as subagent-only modality (#24448)
> This PR was authored by Mux on behalf of Mike.

Introduce Explore mode, a read-only subagent modality for delegated
discovery and code investigation.

## What

Adds a `spawn_explore_agent` tool that creates child chats restricted to
read-only operations. An admin can optionally configure a
deployment-wide
model override so Explore subagents use a model optimized for large
context
or reasoning without changing the root chat's model.

### Backend

- New `ChatModeExplore` enum value (migration 000471).
- `spawn_explore_agent` tool definition with read-only allowlist:
`read_file`, `execute`, `process_output`, `read_skill`,
`read_skill_file`.
  Write tools, file editors, and nested subagent spawning are blocked.
- Deployment config storage for the Explore model override
  (`agents_chat_explore_model_override` in `site_configs`).
- Model resolution hierarchy: configured override, then current turn
model,
then global default. Silent fallback with warning log when the override
  becomes unavailable.
- RBAC: `AsChatd` for daemon reads, `ActionRead` and `ActionUpdate` on
  `ResourceDeploymentConfig` for admin API calls.
- Plan mode root chats can use `spawn_explore_agent` for read-only
research,
  matching the planning prompt guidance.
- The Explore override config API now reports malformed saved overrides
as
  "treated as unset" so admins can clear them explicitly.

### Frontend

- `ExploreModelOverrideSettings` component in admin agent behavior
settings.
  Uses `ModelSelector`, handles unavailable model warnings, and supports
  explicit Save and Clear actions.
- Malformed saved overrides show a warning and require an explicit Save
to
  clear, instead of Clear auto-submitting behind the scenes.

### Tests

- Integration: `TestExploreSubagentIsReadOnly` (full spawn flow, tool
  verification, prompt overlay, DB state).
- Unit: tool allowlist tests for explore, plan, and default modes.
- Internal: model override resolution with valid, invalid UUID,
disabled, and
  unconfigured override scenarios.
- RBAC: `dbauthz_test.go` for `GetChatExploreModelOverride` and
  `UpsertChatExploreModelOverride`.
- API: admin set and clear, malformed stored override reporting,
disabled
  model rejection, non-admin denial.
2026-04-17 13:40:17 +02:00
Dean Sheather 3452ab3166 chore: add client_type field to chats and telemetry (#24342)
Add a `chat_client_type` enum (`ui` | `api`) and `client_type` column to
the `chats` table. The column defaults to `api` for new rows so API
callers don't need to set it explicitly. Existing rows are backfilled to
`ui`.

The field flows through `CreateChatRequest`, `chatd.CreateOptions`,
`InsertChat`, and is returned in the `Chat` response via `db2sdk`.

<details>
<summary>Implementation notes (Coder Agents generated)</summary>

### Changes

**Database migration (000469)**
- New enum `chat_client_type` with values `ui`, `api`.
- New `client_type` column, `NOT NULL DEFAULT 'api'`.
- Backfill: `UPDATE chats SET client_type = 'ui'`.

**SQL query** — `InsertChat` now includes `client_type`.

**SDK** — `ChatClientType` type added; `ClientType` field added to both
`CreateChatRequest` (optional, defaults server-side to `api`) and `Chat`
response.

**Handler** — `postChats` maps the request field (defaulting to `api`)
and passes it through `chatd.CreateOptions`.

**Sub-agent** — Child chats inherit their parent's `client_type`.

**db2sdk** — Maps the database value to the SDK type.

### Decision log
- Default is `api` (not `ui`) so existing API integrations get the
correct value without code changes.
- Backfill sets existing rows to `ui` per requirement.
- Child chats inherit `client_type` from parent rather than defaulting.
</details>
2026-04-16 23:57:05 +10:00
Michael Suchacz 1cf0354f72 feat: add plan mode with restricted tool boundary (#24236)
> This PR was authored by Mux on behalf of Mike.

## Summary
- add persistent plan mode for chats and the chat-specific plan file
flow
- add structured planning tools such as `ask_user_question` and
`propose_plan`
- keep `write_file` and `edit_files` constrained to the chat-specific
plan file during plan turns
- allow shell exploration in plan mode, including subagents, via
`execute` and `process_output`
- block implementation-oriented, provider-native, MCP, dynamic, and
computer-use tools during plan turns
- update the chat UI, tests, and docs for the new planning flow
2026-04-16 11:12:01 +02:00
Michael Suchacz a554de372a fix: use per-chat plan file paths (#24268)
> This PR was authored by Mux on behalf of Mike.

Chats sharing one workspace (e.g. sibling subagents) all wrote to
`/home/coder/PLAN.md`, causing plan file collisions. This change derives
a unique plan path per chat from the workspace home directory and chat
ID.

## Changes

* `write_file`, `edit_files`, and `propose_plan` reject any `plan.md`
variant (case-insensitive) at the workspace home root, with a clear
error pointing to the chat-specific path.
* Root chats receive a `<plan-file-path>` block inlined in the main
system prompt with the concrete path.
* Prompt and tool descriptions no longer hardcode `/home/coder/PLAN.md`.
* Plan path handling is POSIX-only (forward-slash), relying on the
contract that workspace agent paths are normalized before reaching
chatd.
* Updated `ProposePlanTool.stories.tsx` to use per-chat path examples.
* Full test coverage for plan path detection, legacy-path rejection in
all three tools, inline prompt rendering, and fallback behavior.
2026-04-14 10:50:40 +02:00
Cian Johnston 22062ec52e feat: add organization scoping to chats (#23827)
Fixes https://github.com/coder/internal/issues/1436

* Adds organization_id to chats with backfill (workspace org → user org membership → default org)
* No support yet for ACLs (follow-up issue)
- Cross-org workspace binding rejected (both in `CreateChatRequest` and in `create_workspace` tool
- Adds `OrganizationAutocomplete` to `AgentCreateForm`
- Docs updated with `organization_id` in chats-api.md

> 🤖 Written by a Coder Agent. Reviewed by many humans and many agents.

---------

Co-authored-by: Mathias Fredriksson <mafredri@gmail.com>
2026-04-13 12:31:25 +01:00
Kyle Carberry b969d66978 feat: add dynamic tools support for chat API (#24036)
Adds client-executed dynamic tools to the chat API. Dynamic tools are
declared by the client at chat creation time, presented to the LLM
alongside built-in tools, but executed by the client rather than chatd.
This enables external systems (Slack bots, IDE extensions, Discord bots,
CI/CD integrations) to plug custom tools into the LLM chat loop without
modifying chatd's built-in tool set.

Modeled after OpenAI's Assistants API: the chat pauses with
`requires_action` status when the LLM calls a dynamic tool, the client
POSTs results back via `POST /chats/{id}/tool-results`, and the chat
resumes.

See [this example](https://github.com/coder/coder-slackbot-poc) as a
reference for how this is used. It's highly-configurable, which would
enable creating chats from webhooks, periodically polling, or running as
a Slackbot.

<details>
<summary>Design context</summary>

### Architecture

The chatloop **exits** when it encounters dynamic tools and
**re-enters** when results arrive. No blocking channels, no pubsub for
tool results, no in-memory registry. The DB is the only coordination
mechanism.

```
Phase 1 (chatloop):
  LLM response → execute built-in tools only →
  Persist(assistant + built-in results) →
  status = requires_action → chatloop exits

Phase 2 (POST /tool-results):
  Persist(dynamic tool results) →
  status = pending → wakeCh → chatloop re-enters
```

### Validation (POST /tool-results)

1. Chat status must be `requires_action` (409 if not)
2. Read chat's `dynamic_tools` → set of dynamic tool names
3. Read last assistant message → extract tool-call parts matching
dynamic tool names
4. Submitted tool_call_ids must match exactly (400 for missing/extra)
5. Persist tool-result message parts, set status to `pending`, signal
wake

### Idempotency

Tool call IDs scoped per LLM step. State machine (`requires_action` →
`pending`) is the guard. First POST wins, subsequent get 409.

### Mixed tool calls

When the LLM calls both built-in and dynamic tools in one step, built-in
tools execute immediately. Their results are persisted in phase 1.
Dynamic tool results arrive via POST in phase 2. The LLM sees all
results when the chatloop resumes.

</details>

> 🤖 Generated by Coder Agents
2026-04-08 11:54:44 -04:00