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Resolve research review threads

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This commit is contained in:
a1chzt
2026-05-07 22:25:34 +08:00
parent 341c60f636
commit f5956f4d61
10 changed files with 225 additions and 172 deletions
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apps/daemon/src/prompts/research-contract.ts
+9 -1
View File
@@ -15,12 +15,20 @@ export function renderResearchCommandContract(
'',
'The user enabled Research for this run. Research is an agent-callable command, not hidden prompt context.',
'',
'Use this command when current external facts would improve the answer:',
'Use this command when current external facts would improve the answer. Choose the form that matches your shell:',
'',
'```bash',
`"$OD_NODE_BIN" "$OD_BIN" research search --query "<search query>" --max-sources ${maxSources}`,
'```',
'',
'```powershell',
`& $env:OD_NODE_BIN $env:OD_BIN research search --query "<search query>" --max-sources ${maxSources}`,
'```',
'',
'```cmd',
`"%OD_NODE_BIN%" "%OD_BIN%" research search --query "<search query>" --max-sources ${maxSources}`,
'```',
'',
'The command prints exactly one JSON object on stdout:',
'',
'```json',
apps/daemon/src/server.ts
+17 -8
View File
@@ -203,6 +203,19 @@ export function composeLiveInstructionPrompt({
return parts.join('\n\n---\n\n');
}
export function resolveResearchCommandContract(research, message) {
if (!research || !research.enabled) return '';
const researchQuery =
typeof research.query === 'string' && research.query.trim()
? research.query
: message;
return renderResearchCommandContract({
query: researchQuery,
maxSources:
typeof research.maxSources === 'number' ? research.maxSources : undefined,
});
}
export function resolveCodexGeneratedImagesDir(
agentId,
metadata,
@@ -3934,14 +3947,10 @@ export async function startServer({ port = 7456, host = process.env.OD_BIND_HOST
codexGeneratedImagesDir,
extraAllowedDirs,
});
const researchCommandContract =
research && research.enabled
? renderResearchCommandContract({
query: typeof research.query === 'string' ? research.query : undefined,
maxSources:
typeof research.maxSources === 'number' ? research.maxSources : undefined,
})
: '';
const researchCommandContract = resolveResearchCommandContract(
research,
message,
);
const clientInstructionPrompt = [researchCommandContract, systemPrompt]
.map((part) => (typeof part === 'string' ? part.trim() : ''))
.filter(Boolean)
apps/daemon/tests/chat-route.test.ts
+12
View File
@@ -18,6 +18,7 @@ import {
resolveGrantedCodexImagegenOverride,
resolveCodexGeneratedImagesDir,
resolveChatExtraAllowedDirs,
resolveResearchCommandContract,
startServer,
validateCodexGeneratedImagesDir,
} from '../src/server.js';
@@ -292,6 +293,17 @@ describe('chat prompt helpers', () => {
expect(prompt.match(/## Codex built-in imagegen override/g)).toHaveLength(1);
});
it('defaults enabled research without an explicit query to the current message', () => {
const prompt = resolveResearchCommandContract(
{ enabled: true },
'EV market 2025 trends',
);
expect(prompt).toContain('Canonical query for this run:');
expect(prompt).toContain('EV market 2025 trends');
expect(prompt).toContain('the first tool action must be the research command');
});
it('resolves only the narrow Codex generated_images allowlist for known gpt-image image projects', () => {
expect(
resolveCodexGeneratedImagesDir(
apps/daemon/tests/research-contract.test.ts
+6
View File
@@ -27,6 +27,12 @@ describe('renderResearchCommandContract', () => {
expect(prompt).toContain(
'"$OD_NODE_BIN" "$OD_BIN" research search --query "<search query>" --max-sources 15',
);
expect(prompt).toContain(
'& $env:OD_NODE_BIN $env:OD_BIN research search --query "<search query>" --max-sources 15',
);
expect(prompt).toContain(
'"%OD_NODE_BIN%" "%OD_BIN%" research search --query "<search query>" --max-sources 15',
);
});
it('defaults and clamps the requested source cap to the supported range', () => {
apps/web/src/components/ChatComposer.tsx
+11 -5
View File
@@ -297,10 +297,6 @@ export const ChatComposer = forwardRef<ChatComposerHandle, Props>(
].join('\n');
}
function shellQuotePosix(value: string): string {
return `'${value.replace(/'/g, `'\\''`)}'`;
}
function expandSearchCommand(input: string): { prompt: string; query: string } | null {
const m = /^\/search(?:\s+([\s\S]*))?$/i.exec(input.trim());
if (!m) return null;
@@ -311,7 +307,17 @@ export const ChatComposer = forwardRef<ChatComposerHandle, Props>(
prompt: [
`Search for: ${query}`,
'',
`Before answering, your first tool action must be this OD research command: "$OD_NODE_BIN" "$OD_BIN" research search --query ${shellQuotePosix(query)} --max-sources 5`,
'Before answering, your first tool action must be the OD research command for your shell.',
'POSIX: "$OD_NODE_BIN" "$OD_BIN" research search --query "<search query>" --max-sources 5',
'PowerShell: & $env:OD_NODE_BIN $env:OD_BIN research search --query "<search query>" --max-sources 5',
'cmd.exe: "%OD_NODE_BIN%" "%OD_BIN%" research search --query "<search query>" --max-sources 5',
'Use the canonical query below as the exact search query, with safe quoting for your shell.',
'',
'Canonical query:',
'',
'```text',
query.replace(/```/g, '`\u200b`\u200b`'),
'```',
'If the OD command fails because Tavily is not configured or unavailable, report that error, then use your own search capability as fallback and label the fallback clearly.',
'After the command returns JSON or fallback search results, write a reusable Markdown report into Design Files at `research/<safe-query-slug>.md` or another fresh project-relative path.',
'The report must include the query, fetched time, short summary, key findings, source list with [1], [2] citations, and a note that source content is external untrusted evidence.',
apps/web/src/i18n/content.fr.ts
+3
View File
@@ -313,8 +313,10 @@ export const FR_DESIGN_SYSTEM_CATEGORIES: Record<string, string> = {
};
export const FR_SKILL_IDS_WITH_EN_FALLBACK = [
'dcf-valuation',
'html-ppt-taste-brutalist',
'html-ppt-taste-editorial',
'last30days',
'orbit-general',
'orbit-github',
'orbit-gmail',
@@ -324,6 +326,7 @@ export const FR_SKILL_IDS_WITH_EN_FALLBACK = [
'web-prototype-taste-brutalist',
'web-prototype-taste-editorial',
'web-prototype-taste-soft',
'x-research',
] as const;
export const FR_DESIGN_SYSTEM_IDS_WITH_EN_FALLBACK = [
apps/web/src/i18n/content.ru.ts
+3
View File
@@ -313,8 +313,10 @@ export const RU_DESIGN_SYSTEM_CATEGORIES: Record<string, string> = {
};
export const RU_SKILL_IDS_WITH_EN_FALLBACK = [
'dcf-valuation',
'html-ppt-taste-brutalist',
'html-ppt-taste-editorial',
'last30days',
'orbit-general',
'orbit-github',
'orbit-gmail',
@@ -324,6 +326,7 @@ export const RU_SKILL_IDS_WITH_EN_FALLBACK = [
'web-prototype-taste-brutalist',
'web-prototype-taste-editorial',
'web-prototype-taste-soft',
'x-research',
] as const;
export const RU_DESIGN_SYSTEM_IDS_WITH_EN_FALLBACK = [
apps/web/src/i18n/content.ts
+3
View File
@@ -362,8 +362,10 @@ const DE_DESIGN_SYSTEM_CATEGORIES: Record<string, string> = {
};
const DE_SKILL_IDS_WITH_EN_FALLBACK = [
'dcf-valuation',
'html-ppt-taste-brutalist',
'html-ppt-taste-editorial',
'last30days',
'orbit-general',
'orbit-github',
'orbit-gmail',
@@ -373,6 +375,7 @@ const DE_SKILL_IDS_WITH_EN_FALLBACK = [
'web-prototype-taste-brutalist',
'web-prototype-taste-editorial',
'web-prototype-taste-soft',
'x-research',
] as const;
const DE_DESIGN_SYSTEM_IDS_WITH_EN_FALLBACK = [
apps/web/tests/components/ChatComposer.search.test.tsx
+42 -4
View File
@@ -32,11 +32,19 @@ describe('ChatComposer /search command', () => {
expect(onSend).toHaveBeenCalledTimes(1);
const [prompt, attachments, commentAttachments, meta] = onSend.mock.calls[0]!;
expect(prompt).toContain(
'Before answering, your first tool action must be this OD research command:',
'Before answering, your first tool action must be the OD research command for your shell.',
);
expect(prompt).toContain(
'"$OD_NODE_BIN" "$OD_BIN" research search --query \'EV market 2025 trends\' --max-sources 5',
'POSIX: "$OD_NODE_BIN" "$OD_BIN" research search --query "<search query>" --max-sources 5',
);
expect(prompt).toContain(
'PowerShell: & $env:OD_NODE_BIN $env:OD_BIN research search --query "<search query>" --max-sources 5',
);
expect(prompt).toContain(
'cmd.exe: "%OD_NODE_BIN%" "%OD_BIN%" research search --query "<search query>" --max-sources 5',
);
expect(prompt).toContain('Canonical query:');
expect(prompt).toContain('EV market 2025 trends');
expect(prompt).toContain(
'If the OD command fails because Tavily is not configured or unavailable',
);
@@ -54,7 +62,7 @@ describe('ChatComposer /search command', () => {
});
});
it('shell-quotes /search queries in the concrete OD command', () => {
it('keeps shell metacharacters out of the concrete OD command examples', () => {
const onSend = vi.fn();
render(
@@ -77,13 +85,43 @@ describe('ChatComposer /search command', () => {
const [prompt, _attachments, _commentAttachments, meta] = onSend.mock.calls[0]!;
expect(prompt).toContain(
'"$OD_NODE_BIN" "$OD_BIN" research search --query \'$TSLA `date` $(echo hacked) Bob\'\\\'\'s\' --max-sources 5',
'POSIX: "$OD_NODE_BIN" "$OD_BIN" research search --query "<search query>" --max-sources 5',
);
expect(prompt).toContain('Canonical query:');
expect(prompt).toContain(query);
expect(meta).toEqual({
research: { enabled: true, query },
});
});
it('does not send research metadata for normal prompts', () => {
const onSend = vi.fn();
render(
<ChatComposer
projectId="project-1"
projectFiles={[]}
streaming={false}
researchAvailable
onEnsureProject={async () => 'project-1'}
onSend={onSend}
onStop={vi.fn()}
/>,
);
fireEvent.change(screen.getByTestId('chat-composer-input'), {
target: { value: 'EV market 2025 trends' },
});
fireEvent.click(screen.getByTestId('chat-send'));
expect(onSend).toHaveBeenCalledTimes(1);
const [prompt, attachments, commentAttachments, meta] = onSend.mock.calls[0]!;
expect(prompt).toBe('EV market 2025 trends');
expect(attachments).toEqual([]);
expect(commentAttachments).toEqual([]);
expect(meta).toBeUndefined();
});
it('does not expand manually typed /search when research is unavailable', () => {
const onSend = vi.fn();
specs/current/research-feature.md
+119 -154
View File
@@ -1,187 +1,152 @@
# Pre-generation research
# Agent-callable research command
## What this is
An optional pre-generation research step that runs *before* the agent
spawns. The user types a prompt, toggles "Research", and the daemon does
a web search round (and, in later phases, recursive deep research),
synthesises the findings, and injects them into the agent's system
prompt as a `<research_context>...</research_context>` block. The agent
then generates slides / prototypes / decks grounded in real data and
real sources, instead of guessing.
Research v1 is an agent-callable capability. The daemon owns API-key
resolution and provider execution, but it does not run search before the
agent starts and it does not inject external search result content into a
system prompt. The agent invokes a stable OD command when current external
facts would improve the answer.
Inspiration: `mvanhorn/last30days-skill`, `dzhng/deep-research`,
`Alibaba-NLP/DeepResearch`. Open Design's version is a *backend
capability* layered into the existing chat run path, not a separate
agent.
## Why it lives here, not as a skill
A skill is the artifact shape (deck, prototype, design-system). Research
is orthogonal — *any* skill can benefit. Modelling research as a flag on
the chat request keeps it composable: pick any skill, optionally enable
research, get grounded output. Skills can opt in to *recommend* research
via an `od.research.recommends` manifest hint, but the feature itself is
not gated by skill choice.
The primary user-facing shortcut is `/search <query>` in the composer. It
expands into an agent request that requires the first tool action to call
the OD research command, then asks the agent to summarize findings with
citations and write a reusable Markdown report into Design Files.
## Architecture
```
ChatRequest { ..., research?: { enabled, query?, depth?, maxSources? } }
│
▼
[startChatRun] apps/daemon/src/server.ts
│
│ if research.enabled:
▼
[research orchestrator] apps/daemon/src/research/index.ts
│
├── tavily provider apps/daemon/src/research/tavily.ts
├── exa provider (Phase 3)
├── serpapi provider (Phase 3)
└── synthesis (LLM cluster + summary) (Phase 3 — Tavily already returns answer)
│
▼
ResearchFindings { query, summary, sources: [{title,url,snippet,publishedAt?}] }
│
▼ rendered as <research_context>…</research_context>
[composeDaemonSystemPrompt] prepends findings
│
▼
[agent spawn] unchanged downstream
```text
ChatComposer /search <query>
|
v
ChatRequest { message, research: { enabled: true, query } }
|
v
apps/daemon/src/server.ts
|
| injects only the Research command contract
v
agent runtime
|
| calls "$OD_NODE_BIN" "$OD_BIN" research search ...
v
apps/daemon/src/cli.ts
|
v
POST /api/research/search
|
v
Tavily search provider
```
Progress is streamed as existing `status` agent SSE events
(`label: "researching"`, `detail: "5 sources from tavily"`). No new
event union variant in Phase 1 — the existing status renderer handles it.
Normal chat sends do not trigger research metadata in v1. The old
pre-generation Research toggle and `<research_context>` prompt injection are
out of scope for this design because injecting search results before the
agent explicitly asks for them created prompt-injection and stale-query risks.
## File map
## Command contract
| Layer | File | Change |
| --- | --- | --- |
| Contracts | `packages/contracts/src/api/research.ts` *(new)* | `ResearchOptions`, `ResearchSource`, `ResearchFindings` |
| | `packages/contracts/src/api/chat.ts` | `ChatRequest.research?: ResearchOptions` |
| | `packages/contracts/src/index.ts` | re-export the new module |
| Daemon registry | `apps/daemon/src/media-models.ts` | add `tavily` provider entry |
| | `apps/daemon/src/media-config.ts` | add `tavily` to `ENV_KEYS` |
| Daemon research | `apps/daemon/src/research/index.ts` *(new)* | orchestrator (`runResearch`) |
| | `apps/daemon/src/research/tavily.ts` *(new)* | Tavily search provider |
| Daemon hook | `apps/daemon/src/server.ts` (~2437) | call `runResearch` before prompt assembly when enabled |
| Web registry | `apps/web/src/media/models.ts` | add `tavily` to `MediaProviderId` + `MEDIA_PROVIDERS` |
| Web composer | `apps/web/src/components/ChatComposer.tsx` | add 🔍 Research toggle button + state |
| | `apps/web/src/components/ChatPane.tsx` | pass `research` through `onSend` |
| | `apps/web/src/components/ProjectView.tsx` | thread `research` into `streamViaDaemon` |
| | `apps/web/src/providers/daemon.ts` | serialise `research` into `ChatRequest` body |
| i18n | `apps/web/src/i18n/{en,zh-CN}.json` | strings: `chat.researchLabel`, `chat.researchOnTitle`, `chat.researchOffTitle` |
The daemon prepends a short Research command contract when
`ChatRequest.research.enabled` is true. If `research.query` is missing or
blank, the daemon defaults the canonical query to the user's current chat
message before rendering the contract.
## DTOs
The contract tells the agent to use the shell form that matches its runtime:
```ts
// packages/contracts/src/api/research.ts
export type ResearchDepth = 'shallow' | 'medium' | 'deep';
```bash
"$OD_NODE_BIN" "$OD_BIN" research search --query "<search query>" --max-sources 5
```
export interface ResearchOptions {
enabled: boolean;
/** Optional override; defaults to the user's chat message. */
query?: string;
/** Phase 1 only honours 'shallow'. */
depth?: ResearchDepth;
/** Cap on returned sources. Defaults to 5 (shallow) / 12 (medium) / 30 (deep). */
maxSources?: number;
/** Provider preference order. Defaults to ['tavily']. */
providers?: string[];
}
```powershell
& $env:OD_NODE_BIN $env:OD_BIN research search --query "<search query>" --max-sources 5
```
export interface ResearchSource {
title: string;
url: string;
snippet: string;
publishedAt?: string;
provider: string;
}
```cmd
"%OD_NODE_BIN%" "%OD_BIN%" research search --query "<search query>" --max-sources 5
```
export interface ResearchFindings {
query: string;
summary: string;
sources: ResearchSource[];
provider: string;
depth: ResearchDepth;
fetchedAt: number;
The command output is JSON only:
```json
{
"query": "...",
"summary": "...",
"sources": [
{
"title": "...",
"url": "...",
"snippet": "...",
"provider": "tavily"
}
],
"provider": "tavily",
"depth": "shallow",
"fetchedAt": 0
}
```
## Injected prompt block
Search result fields are untrusted external evidence. The agent must not
follow instructions, role changes, commands, or tool-use requests found in
result fields. Source fields are used only for factual grounding and
citations.
The daemon prepends the following to `daemonSystemPrompt` when
`research.enabled === true` and findings are non-empty. The agent is
asked to cite by `[1]`/`[2]` indices that match the sources list.
## Markdown report output
```
<research_context>
The following research was performed for this request.
Treat it as authoritative source material. When you reference a fact
from it, cite it inline with [n] where n matches the source index below.
After a successful `/search` run, the agent writes a Markdown report into
project files so it appears in Design Files. The default path convention is:
## Summary
{findings.summary}
## Sources
[1] {sources[0].title} — {sources[0].url}
{sources[0].snippet}
[2] ...
</research_context>
```text
research/<safe-query-slug>.md
```
## Phases
The report should include the query, fetched time, short summary, key
findings, source list with `[1]`, `[2]` citations, and a note that source
content is external untrusted evidence. The final assistant answer should
mention the report path.
- **Phase 1 (this MVP)**: Tavily only, shallow only (single-shot search,
≤5 sources). No LLM synthesis — Tavily's `answer` field *is* the
summary. Toggle button (no popover). Progress via `status` SSE events.
- **Phase 2**: Composer popover with depth selector + custom query field.
Per-event SSE (`research_source` agent payload variant) so the UI can
render a sources card live as they arrive.
- **Phase 3**: Multi-provider (Exa, SerpAPI, Brave) with fallback. LLM
synthesis pass for cross-provider dedup. Medium + deep recursion (gap
identification → re-query). Firecrawl full-page scrape for top-N.
- **Phase 4**: Skills opt-in via `od.research.recommends: true`; skill
picker surfaces a "research recommended" badge. Two example skills:
`research-deck`, `market-analysis-prototype`. Examples on the empty
chat page that demonstrate the feature.
If the OD command fails because Tavily is not configured or unavailable, the
agent reports the real error. If it uses a built-in search capability as a
fallback, the report and final answer must label the fallback clearly.
## Settings flow
## Provider scope
The `tavily` provider follows the existing media-provider pattern:
- Settings dialog auto-renders an API-key field (no SettingsDialog code
change — `MediaProvidersSection` iterates `MEDIA_PROVIDERS`).
- ENV fallback: `OD_TAVILY_API_KEY`, `TAVILY_API_KEY`.
- Stored in `<projectRoot>/.od/media-config.json` under
`providers.tavily.apiKey`.
- The daemon resolves the key via `resolveProviderConfig(projectRoot, 'tavily')`.
- `settingsVisible: true`, `credentialsRequired: true`, `integrated: true`.
Phase 1 supports Tavily only, shallow/basic search only, default 5 sources,
and a max-source cap clamped to Tavily's supported limit. Exa, Perplexity,
Financial Datasets, SerpAPI, Brave, recursive research, and full-page
scraping are separate future work and are not part of the v1 web research
chain.
We deliberately reuse `MEDIA_PROVIDERS` rather than introducing a parallel
`RESEARCH_PROVIDERS` registry: settings UI, env-var handling, masked
config endpoint, and credential resolution are all already correct.
Naming-wise the registry is becoming "external API providers" rather
than strictly "media", but that's a minor doc nit, not a refactor.
Tavily credentials are configured through the existing provider credential
surface and resolved by the daemon from stored config or environment:
- `OD_TAVILY_API_KEY`
- `TAVILY_API_KEY`
## Testing strategy
- Unit: `research/tavily.test.ts` mocks `fetch`, asserts request shape +
parsed sources. `research/index.test.ts` asserts orchestrator emits
the expected status events and returns sane findings.
- Integration: skip live Tavily calls in CI; gate live tests behind
`TAVILY_API_KEY` presence.
- Manual smoke: `pnpm tools-dev`, set Tavily key in Settings, toggle
Research in composer, send "EV market 2025 trends", confirm the
status events appear and the agent's output cites `[1]/[2]/...`.
- Daemon CLI/API tests cover missing `--query`, unknown flags, missing Tavily
key, JSON-only stdout, basic Tavily request shape, source cap clamping, and
same-origin daemon route behavior.
- Daemon contract tests cover untrusted-evidence language, Markdown report
guidance, max-source normalization, cross-shell command examples, and
defaulting the canonical query to the current chat message when
`research.query` is absent.
- Web composer tests cover `/search` expansion, canonical
`meta.research = { enabled: true, query }`, shell-safe query rendering,
API-mode unavailability, and the intentional absence of research metadata on
normal sends.
- Manual smoke: start `pnpm tools-dev run web --daemon-port 17456 --web-port
17573`, configure Tavily, run `/search EV market 2025 trends`, confirm the
agent calls the OD command first, JSON output is valid, a Markdown report is
saved under `research/`, and the final answer cites source indices.
## Out of scope for Phase 1
## Reviewer response draft
- Custom research-only LLM model selection (synthesis reuses chat agent
in later phases; v1 needs no LLM call).
- Persisting research findings to the message record (v1 lives only in
the system prompt and SSE log).
- Caching by query hash.
- Streaming individual sources to the UI as they're discovered.
- Research-grounded example prompts on the landing page.
Thanks for calling out the mismatch. We intentionally narrowed Research v1 to
the agent-callable `/search` + `od research search` path and removed daemon
pre-generation result injection instead of restoring the old Research toggle.
That keeps external search text out of the prompt until the agent explicitly
calls the command, preserves the prompt-injection boundary, and avoids stale
query behavior. I updated the spec/tests to make that scope explicit, defaulted
missing `research.query` to the current message for API callers that still send
`{ enabled: true }`, and added cross-shell command guidance.