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feat(memory): update MEMORY.md structure and consolidate identity preferences

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This commit is contained in:
Abhimanyu Saharan
2026-02-14 23:20:15 +05:30
parent eb8540751c
commit 313ce874f9
23 changed files with 720 additions and 551 deletions
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31
backend/app/services/openclaw/constants.py
View File

@@ -55,9 +55,7 @@ DEFAULT_GATEWAY_FILES = frozenset(
{
"AGENTS.md",
"SOUL.md",
"LEAD_PLAYBOOK.md",
"TASK_SOUL.md",
"SELF.md",
"AUTONOMY.md",
"TOOLS.md",
"IDENTITY.md",
@@ -69,14 +67,28 @@ DEFAULT_GATEWAY_FILES = frozenset(
},
)
# Lead-only workspace contract. Used for board leads to allow an iterative rollout
# without changing worker templates.
LEAD_GATEWAY_FILES = frozenset(
{
"AGENTS.md",
"BOOTSTRAP.md",
"IDENTITY.md",
"SOUL.md",
"USER.md",
"MEMORY.md",
"TOOLS.md",
"HEARTBEAT.md",
},
)
# These files are intended to evolve within the agent workspace.
# Provision them if missing, but avoid overwriting existing content during updates.
#
# Examples:
# - SELF.md: evolving identity/preferences
# - USER.md: human-provided context + lead intake notes
# - MEMORY.md: curated long-term memory (consolidated)
PRESERVE_AGENT_EDITABLE_FILES = frozenset({"SELF.md", "USER.md", "MEMORY.md", "TASK_SOUL.md"})
PRESERVE_AGENT_EDITABLE_FILES = frozenset({"USER.md", "MEMORY.md", "TASK_SOUL.md"})
HEARTBEAT_LEAD_TEMPLATE = "HEARTBEAT_LEAD.md"
HEARTBEAT_AGENT_TEMPLATE = "HEARTBEAT_AGENT.md"
@@ -91,6 +103,17 @@ MAIN_TEMPLATE_MAP = {
"TOOLS.md": "MAIN_TOOLS.md",
}
LEAD_TEMPLATE_MAP = {
"AGENTS.md": "LEAD_AGENTS.md",
"BOOTSTRAP.md": "LEAD_BOOTSTRAP.md",
"IDENTITY.md": "LEAD_IDENTITY.md",
"SOUL.md": "LEAD_SOUL.md",
"USER.md": "LEAD_USER.md",
"MEMORY.md": "LEAD_MEMORY.md",
"TOOLS.md": "LEAD_TOOLS.md",
"HEARTBEAT.md": "HEARTBEAT_LEAD.md",
}
_TOOLS_KV_RE = re.compile(r"^(?P<key>[A-Z0-9_]+)=(?P<value>.*)$")
_NON_TRANSIENT_GATEWAY_ERROR_MARKERS = ("unsupported file",)
_TRANSIENT_GATEWAY_ERROR_MARKERS = (

131
backend/app/services/openclaw/provisioning.py
View File

@@ -28,6 +28,8 @@ from app.services.openclaw.constants import (
HEARTBEAT_AGENT_TEMPLATE,
HEARTBEAT_LEAD_TEMPLATE,
IDENTITY_PROFILE_FIELDS,
LEAD_GATEWAY_FILES,
LEAD_TEMPLATE_MAP,
MAIN_TEMPLATE_MAP,
PRESERVE_AGENT_EDITABLE_FILES,
)
@@ -230,6 +232,13 @@ def _build_context(
"board_success_metrics": json.dumps(board.success_metrics or {}),
"board_target_date": board.target_date.isoformat() if board.target_date else "",
"board_goal_confirmed": str(board.goal_confirmed).lower(),
"board_rule_require_approval_for_done": str(board.require_approval_for_done).lower(),
"board_rule_require_review_before_done": str(board.require_review_before_done).lower(),
"board_rule_block_status_changes_with_pending_approval": str(
board.block_status_changes_with_pending_approval
).lower(),
"board_rule_only_lead_can_change_status": str(board.only_lead_can_change_status).lower(),
"board_rule_max_agents": str(board.max_agents),
"is_board_lead": str(agent.is_board_lead).lower(),
"session_key": session_key,
"workspace_path": workspace_path,
@@ -370,6 +379,10 @@ class GatewayControlPlane(ABC):
async def set_agent_file(self, *, agent_id: str, name: str, content: str) -> None:
raise NotImplementedError
@abstractmethod
async def delete_agent_file(self, *, agent_id: str, name: str) -> None:
raise NotImplementedError
@abstractmethod
async def patch_agent_heartbeats(
self,
@@ -477,6 +490,13 @@ class OpenClawGatewayControlPlane(GatewayControlPlane):
config=self._config,
)
async def delete_agent_file(self, *, agent_id: str, name: str) -> None:
await openclaw_call(
"agents.files.delete",
{"agentId": agent_id, "name": name},
config=self._config,
)
async def patch_agent_heartbeats(
self,
entries: list[tuple[str, str, dict[str, Any]]],
@@ -579,28 +599,49 @@ class BaseAgentLifecycleManager(ABC):
) -> dict[str, str]:
raise NotImplementedError
def _template_overrides(self) -> dict[str, str] | None:
def _template_overrides(self, agent: Agent) -> dict[str, str] | None:
return None
def _preserve_files(self) -> set[str]:
def _file_names(self, agent: Agent) -> set[str]:
_ = agent
return set(DEFAULT_GATEWAY_FILES)
def _preserve_files(self, agent: Agent) -> set[str]:
_ = agent
"""Files that are expected to evolve inside the agent workspace."""
return set(PRESERVE_AGENT_EDITABLE_FILES)
def _allow_stale_file_deletion(self, agent: Agent) -> bool:
_ = agent
return False
def _stale_file_candidates(self, agent: Agent) -> set[str]:
_ = agent
return set()
async def _set_agent_files(
self,
*,
agent: Agent | None = None,
agent_id: str,
rendered: dict[str, str],
desired_file_names: set[str] | None = None,
existing_files: dict[str, dict[str, Any]],
action: str,
) -> None:
preserve_files = (
self._preserve_files(agent) if agent is not None else set(PRESERVE_AGENT_EDITABLE_FILES)
)
target_file_names = desired_file_names or set(rendered.keys())
unsupported_names: list[str] = []
for name, content in rendered.items():
if content == "":
continue
# Preserve "editable" files only during updates. During first-time provisioning,
# the gateway may pre-create defaults for USER/SELF/etc, and we still want to
# the gateway may pre-create defaults for USER/MEMORY/etc, and we still want to
# apply Mission Control's templates.
if action == "update" and name in self._preserve_files():
if action == "update" and name in preserve_files:
entry = existing_files.get(name)
if entry and not bool(entry.get("missing")):
size = entry.get("size")
@@ -617,6 +658,38 @@ class BaseAgentLifecycleManager(ABC):
)
except OpenClawGatewayError as exc:
if "unsupported file" in str(exc).lower():
unsupported_names.append(name)
continue
raise
if agent is not None and agent.is_board_lead and unsupported_names:
unsupported_sorted = ", ".join(sorted(set(unsupported_names)))
msg = (
"Gateway rejected required lead workspace files as unsupported: "
f"{unsupported_sorted}"
)
raise RuntimeError(msg)
if agent is None or not self._allow_stale_file_deletion(agent):
return
stale_names = (
set(existing_files.keys()) & self._stale_file_candidates(agent)
) - target_file_names
for name in sorted(stale_names):
try:
await self._control_plane.delete_agent_file(agent_id=agent_id, name=name)
except OpenClawGatewayError as exc:
message = str(exc).lower()
if any(
marker in message
for marker in (
"unsupported",
"unknown method",
"not found",
"no such file",
)
):
continue
raise
@@ -657,7 +730,7 @@ class BaseAgentLifecycleManager(ABC):
)
# Always attempt to sync Mission Control's full template set.
# Do not introspect gateway defaults (avoids touching gateway "main" agent state).
file_names = set(DEFAULT_GATEWAY_FILES)
file_names = self._file_names(agent)
existing_files = await self._control_plane.list_agent_files(agent_id)
include_bootstrap = _should_include_bootstrap(
action=options.action,
@@ -669,12 +742,14 @@ class BaseAgentLifecycleManager(ABC):
agent,
file_names,
include_bootstrap=include_bootstrap,
template_overrides=self._template_overrides(),
template_overrides=self._template_overrides(agent),
)
await self._set_agent_files(
agent=agent,
agent_id=agent_id,
rendered=rendered,
desired_file_names=set(rendered.keys()),
existing_files=existing_files,
action=options.action,
)
@@ -699,6 +774,38 @@ class BoardAgentLifecycleManager(BaseAgentLifecycleManager):
raise ValueError(msg)
return _build_context(agent, board, self._gateway, auth_token, user)
def _template_overrides(self, agent: Agent) -> dict[str, str] | None:
if agent.is_board_lead:
return LEAD_TEMPLATE_MAP
return None
def _file_names(self, agent: Agent) -> set[str]:
if agent.is_board_lead:
return set(LEAD_GATEWAY_FILES)
return super()._file_names(agent)
def _allow_stale_file_deletion(self, agent: Agent) -> bool:
return bool(agent.is_board_lead)
def _stale_file_candidates(self, agent: Agent) -> set[str]:
if not agent.is_board_lead:
return set()
return (
set(DEFAULT_GATEWAY_FILES)
| set(LEAD_GATEWAY_FILES)
| {
"USER.md",
"ROUTING.md",
"LEARNINGS.md",
"BOOTSTRAP.md",
"BOOT.md",
"ROLE.md",
"WORKFLOW.md",
"STATUS.md",
"APIS.md",
}
)
class GatewayMainAgentLifecycleManager(BaseAgentLifecycleManager):
"""Provisioning manager for organization gateway-main agents."""
@@ -717,13 +824,15 @@ class GatewayMainAgentLifecycleManager(BaseAgentLifecycleManager):
_ = board
return _build_main_context(agent, self._gateway, auth_token, user)
def _template_overrides(self) -> dict[str, str] | None:
def _template_overrides(self, agent: Agent) -> dict[str, str] | None:
_ = agent
return MAIN_TEMPLATE_MAP
def _preserve_files(self) -> set[str]:
def _preserve_files(self, agent: Agent) -> set[str]:
_ = agent
# For gateway-main agents, USER.md is system-managed (derived from org/user context),
# so keep it in sync even during updates.
preserved = super()._preserve_files()
preserved = super()._preserve_files(agent)
preserved.discard("USER.md")
return preserved
@@ -767,7 +876,7 @@ def _should_include_bootstrap(
def _wakeup_text(agent: Agent, *, verb: str) -> str:
return (
f"Hello {agent.name}. Your workspace has been {verb}.\n\n"
"Start the agent, run BOOT.md, and if BOOTSTRAP.md exists run it once "
"Start the agent, read AGENTS.md, and if BOOTSTRAP.md exists run it once "
"then delete it. Begin heartbeats after startup."
)
@@ -809,7 +918,7 @@ class OpenClawGatewayProvisioner:
Lifecycle steps (same for all agent types):
1) create agent (idempotent)
2) set/update all template files (best-effort for unsupported files)
2) set/update all template files
3) wake the agent session (chat.send)
"""