fix(tg): cockpit data correctness — real GLM pricing, display timezone, agent activity tracking (#666)

* fix(tg): cockpit data correctness — real GLM pricing, display timezone, agent activity tracking

Three root causes behind the Mini App/bot showing wrong numbers:

Pricing: glm-5.2 gets a grounded per-token rate (z.ai published pricing,
$1.40/$4.40/$0.26 per 1M, source+date in the table comment) so a GLM
fleet day stops reporting $0.00 for half a million tokens; ungrounded
Ollama-Cloud models render "subscription (untracked)" instead of a bare
zero (is_ollama_cloud_model, consumed directly by the cockpit). Side
effect, intended and documented: honestly-priced GLM now trips the
downgrade-only comparator for new qa/documenter complexity pins.

Display timezone: the cockpit bucketed days in UTC for a GMT+2 operator.
New pure foundation module display_time (resolve_zone/local_date/
trailing_dates/day_bounds_utc, DST-correct with tests for the 23h/25h
days) + ROBOCO_DISPLAY_TIMEZONE (IANA-validated, default UTC); the
cockpit's spend/velocity series bucket raw session/completion rows by
the display zone. The UTC-keyed rollup table and the main dashboard are
deliberately untouched.

Agent activity: AgentTable.status was never set to ACTIVE and
current_task_id was never written anywhere — "active: 0, working: []"
was structurally permanent. Every claim path now marks the claimant
ACTIVE with rollback symmetry (_finalize_claim for dev/PM claims,
_qa_or_doc_claim for QA/doc/PR-gate claims, pr_review_claim for external
review) and every release path clears it (pass/fail QA, pr_pass/pr_fail,
complete_review, advance-to-PM-review, reaper unclaim, voluntary
unclaim, reassign retarget, pool divert, admin transitions, unblock
restore-to-in-progress). The bot's /status shares the cockpit's fleet
derivation so the two surfaces can't disagree. Known ceiling, commented:
one current_task_id column shows a multi-root coordinator PM's most
recent claim only.

Drill: sonnet develop -> sonnet adversarial (refuted the original
chokepoint coverage claim; QA/doc/reviewer paths were unwired) ->
correction round (wired them all + restored a dropped assertion, deleted
a dead helper and the dead subscription_billed field) -> review.

* fix(db): post_update on AgentTable.current_task breaks the flush cycle

agents.current_task_id and tasks.assigned_to reference each other, so a
flush touching both rows — every claim now marks its agent ACTIVE — is
an instance-level circular dependency SQLAlchemy cannot topologically
sort. The e2e smoke's full verb paths (12 tests) hit it; the unit and
integration suites never flush both dirty rows with relationships
loaded. post_update emits the FK as a second UPDATE, the canonical fix
for mutually-referencing rows.

* fix(budgets): enforce only explicitly-set budgets — no per-TaskType defaults

The per-TaskType default cap table blocked an unbudgeted coordination
root one opus planning turn in ($1.50 PLANNING default vs. real
coordination spend) — a false positive by design the moment the fleet
runs a priced model. Budgets are now explicit-input only:
effective_task_budget_usd returns None for an unset budget_usd, the
budget sweep skips enforcement (and never prices spend) on None, and
the unblock re-check passes on None so clearing the budget field is
itself a valid resolution. The project monthly cap stays as the
explicit-input fleet-wide backstop. Panel copy tells the truth
("No cap" placeholder; empty = uncapped), and the TaskType default
table plus its resolver are deleted.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>

panel/src/components/settings/feature-flags-card.tsx

@@ -56,7 +56,7 @@ const FLAG_DESCRIPTIONS: Record<string, string> = {
   possibilities_matrix_enabled:
     "When a task's work is already done (commits + open PR + all acceptance criteria addressed + no open findings), submit it for QA in one i_am_done call instead of 3-6 turns — skips the retroactive plan, journal tracing, and local quality (CI-green proxy) gates. Off by default: the standard path is unchanged until you arm this.",
   task_budgets_enabled:
-    "Enforce per-project monthly and per-task cost caps (USD). A claim is refused once a project's monthly budget is reached; an active task whose own budget (or its task-type default) is breached is stopped and blocked, and you're notified. Set the caps on the project edit dialog and a task's detail page — a project/task with no cap set is unaffected either way.",
+    "Enforce per-project monthly and per-task cost caps (USD). A claim is refused once a project's monthly budget is reached; an active task whose own explicitly-set budget is breached is stopped and blocked, and you're notified. Set the caps on the project edit dialog and a task's detail page — a project/task with no cap set is never capped.",
   rag_auto_update_enabled:
     "Keep the knowledge base index refreshed automatically.",
   transcript_prune_enabled:

panel/src/components/tasks/__tests__/edit-task-dialog.test.tsx

@@ -81,7 +81,7 @@ function submit() {
 }
 
 function budgetInput(): HTMLInputElement {
-  return screen.getByPlaceholderText("Task-type default") as HTMLInputElement;
+  return screen.getByPlaceholderText("No cap") as HTMLInputElement;
 }
 
 describe("EditTaskDialog — Budget (USD) input", () => {
@@ -153,7 +153,7 @@ describe("EditTaskDialog — Budget (USD) input", () => {
     expect(mutateAsync).not.toHaveBeenCalled();
   });
 
-  it("submits null when left empty (use the task-type default)", async () => {
+  it("submits null when left empty (no cap)", async () => {
     render(
       <EditTaskDialog
         task={{ ...task, budget_usd: 3.5 }}

panel/src/components/tasks/edit-task-dialog.tsx

@@ -156,7 +156,7 @@ function EditTaskDialogInner({
     const parsedBudget = trimmedBudget ? Number(trimmedBudget) : null;
     if (trimmedBudget && (Number.isNaN(parsedBudget) || parsedBudget! <= 0)) {
       toast.error(
-        "Budget must be greater than 0 — leave it empty for the task-type default",
+        "Budget must be greater than 0 — leave it empty for no cap",
       );
       return;
     }
@@ -359,21 +359,21 @@ function EditTaskDialogInner({
 
               {/* Budget (USD) */}
               <div className="space-y-2">
-                <HelpTip label="Caps this task's own agent-spawn spend; only enforced when the task-budgets feature flag is on. Empty = use the task-type default.">
+                <HelpTip label="Caps this task's own agent-spawn spend; only enforced when the task-budgets feature flag is on. Empty = no cap.">
                   <Label>Budget (USD)</Label>
                 </HelpTip>
                 <Input
                   type="number"
                   min="0.01"
                   step="0.01"
-                  placeholder="Task-type default"
+                  placeholder="No cap"
                   value={budgetUsd}
                   onChange={(e) => setBudgetUsd(e.target.value)}
                 />
                 <p className="text-xs text-muted-foreground">
                   Must be greater than 0 — a 0 budget would block the task
-                  before it spends a cent. Leave blank for the task-type
-                  default.
+                  before it spends a cent. Leave blank for no cap: budgets
+                  enforce only when explicitly set.
                 </p>
                 {spendUsd != null && (
                   <p className="text-xs text-muted-foreground" data-testid="task-spend">

panel/src/components/tg/__tests__/tg-today-tab.test.tsx

@@ -228,6 +228,25 @@ describe("TgTodayTab", () => {
     expect(screen.getByText(/idle · 21/)).toBeInTheDocument();
   });
 
+  it("labels an untracked subscription-billed spend day instead of a bare $0", async () => {
+    get.mockResolvedValue({
+      data: brief({
+        spend: {
+          tokens_today: 456_221,
+          cost_today_usd: 0,
+          subscription_billed: true,
+          series: [1, 2, 3, 4, 5, 6, 0],
+          delta_pct: null,
+        },
+      }),
+    });
+    renderTab();
+
+    expect(await screen.findByText("≈$0")).toBeInTheDocument();
+    expect(screen.getByText(/subscription \(untracked\)/i)).toBeInTheDocument();
+    expect(screen.queryByText("$0.00")).not.toBeInTheDocument();
+  });
+
   it("shows an error state when the brief fails to load", async () => {
     get.mockRejectedValue(new Error("boom"));
     renderTab();

panel/src/components/tg/tg-today-tab.tsx

@@ -69,6 +69,11 @@ export interface TodayBrief {
   spend: {
     tokens_today: number;
     cost_today_usd: number;
+    /** True when cost_today_usd is $0 because today's tokens ran on an
+     * Ollama Cloud model with no grounded per-token rate (subscription-
+     * billed, not literally free) — the hero renders "untracked", never a
+     * bare misleading $0.00. */
+    subscription_billed: boolean;
     series: number[];
     delta_pct: number | null;
   };
@@ -134,10 +139,16 @@ function SpendHero({
         />
       </div>
       <span className="tg-display block text-[44px] leading-none tabular-nums">
-        ${cost.toFixed(2)}
+        {spend.subscription_billed ? "≈$0" : `$${cost.toFixed(2)}`}
       </span>
       <div className="mt-1.5 flex items-center gap-2">
-        <TgDeltaChip pct={spend.delta_pct} />
+        {spend.subscription_billed ? (
+          <span className="text-xs font-medium text-amber-500">
+            subscription (untracked)
+          </span>
+        ) : (
+          <TgDeltaChip pct={spend.delta_pct} />
+        )}
         <span className="text-xs tabular-nums text-muted-foreground">
           {fmtTokens(spend.tokens_today)} tokens
         </span>

panel/src/lib/telegram/demo-data.ts

@@ -180,6 +180,7 @@ export const DEMO_TODAY: TodayBrief = {
   spend: {
     tokens_today: 2_400_000,
     cost_today_usd: 18.72,
+    subscription_billed: false,
     series: [12.4, 9.1, 15.8, 11.2, 21.6, 14.9, 18.72],
     delta_pct: 25.6,
   },