feat(report): schedule full-body reports in original Agent sessions

apps/presentation/dashboard/src/features/personal-workspace/goal-capability-settings.tsx

@@ -15,6 +15,7 @@ import { goalReplanCadenceEditorValue, goalReplanCadenceWriteValue, hasReplanCad
 import { useWorkspaceI18n } from "./i18n";
 import { CapabilityConfigurationFields } from "./capability-configuration-fields";
 import { withReportScheduleTimezone } from "./periodic-report-schedule-field";
+import {PeriodicReportSessionField} from "./periodic-report-session-field";
 import { localizeCapability, localizedCapabilityFieldCopy } from "./capability-localization";
 import { orderCapabilitiesForPresentation, canEditCapability, CapabilityCatalogNavigation, CapabilityConfigurationSummary, CapabilityDetailHeader, CapabilityEditorStatus, CapabilityConfigurationHelp } from "./capability-workbench";
 import { GoalAutoNotifyToggle } from "./notification-settings-panel";
@@ -426,13 +427,18 @@ function CapabilityCatalog({ callbacks, catalog, goalId, loading, notification,
                 ? `复盘周期沿用${selected.machine_current ? "设备" : "产品"}默认；规划选项由本 Goal 设置。`
                 : `Review interval follows ${selected.machine_current ? "device" : "product"} defaults; this Goal sets the planning options.`}
             </p> : null}
+            {selected.capability_id === "periodic_report" && draft.profile_preset === "weekly-progress"
+              ? <PeriodicReportSessionField goalId={goalId} route={String(draft.route_ref ?? "")}
+                zh={locale === "zh-CN"} disabled={editorBusy} revision={JSON.stringify(selected.current)}
+                onChange={value => changeDraft("route_ref", value)} /> : null}
             <CapabilityConfigurationFields
               disabled={editorBusy}
               copy={localizedCapabilityFieldCopy(locale, localizedSelected.capability_id)}
               editor={localizedSelected.configuration_editor}
               advancedKeys={selected.capability_id === "todo_replan_cadence" ? ["planning_horizon_goal"] : []}
               omitKeys={selected.capability_id === "reward_memory"
                 ? ["agent_id", ...(draft.agent_id ? ["enabled_agents", ...(draft.enabled === false ? ["config_path"] : [])] : ["enabled"])]
+                : selected.capability_id === "periodic_report" && draft.profile_preset === "weekly-progress" ? ["route_ref"]
                 : []}
               onChange={changeDraft}
               value={draft}

apps/presentation/dashboard/src/features/personal-workspace/periodic-report-session-field.tsx

@@ -0,0 +1,97 @@
+import {useEffect, useId, useState} from "react";
+
+type Session = {session_id: string; goal_id: string; managed_agent_id?: string; session_mode: string;
+  agent_id: string; status: string; title?: string; updated_at?: string};
+type Report = {available: boolean; configured?: boolean; enabled?: boolean; scheduled?: boolean; next_due_at?: string | null;
+  retained_window_due_at?: string | null; generation_complete?: boolean; execution_failed?: boolean;
+  publication_verified?: boolean; report_message_id?: string | null};
+
+async function read<T>(url: string, signal: AbortSignal): Promise<T> {
+  const response = await fetch(url, {signal});
+  const value = await response.json();
+  if (!response.ok || value.ok !== true) throw new Error("Original report conversation unavailable");
+  return value as T;
+}
+
+/** Select an existing original Session; never create, resume or retarget one. */
+export function PeriodicReportSessionField({goalId, route, zh, disabled, revision, onChange}: {
+  goalId: string; route: string; zh: boolean; disabled: boolean; revision: string;
+  onChange: (route: string) => void;
+}) {
+  const id = useId();
+  const [sessions, setSessions] = useState<Session[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [failed, setFailed] = useState(false);
+  const [retry, setRetry] = useState(0);
+  const [report, setReport] = useState<Report | null>(null);
+  const [reportFailed, setReportFailed] = useState(false);
+  const local = route.startsWith("managed-session:");
+  const selectedId = local ? route.slice("managed-session:".length) : "";
+
+  useEffect(() => {
+    const controller = new AbortController();
+    setSessions([]); setLoading(true); setFailed(false);
+    void read<{sessions: Session[]}>(`/api/chat/sessions?${new URLSearchParams({goal_id: goalId})}`, controller.signal)
+      .then(value => {
+        if (controller.signal.aborted) return;
+        if (!Array.isArray(value.sessions) || value.sessions.some(session => session.goal_id !== goalId)) throw new Error("Source changed");
+        setSessions(value.sessions.filter(session => session.managed_agent_id && session.session_mode === "managed_runtime"
+          && session.agent_id === "codex" && session.status !== "closed"));
+      }).catch(() => {if (!controller.signal.aborted) setFailed(true);})
+      .finally(() => {if (!controller.signal.aborted) setLoading(false);});
+    return () => controller.abort();
+  }, [goalId, retry]);
+
+  useEffect(() => {
+    const controller = new AbortController();
+    setReport(null); setReportFailed(false);
+    if (selectedId && !disabled) {
+      void read<{report?: Report}>(`/api/chat/sessions/${encodeURIComponent(selectedId)}/native-turn`, controller.signal)
+        .then(value => {if (!controller.signal.aborted) {
+          if (!value.report) throw new Error("Report readback unavailable");
+          setReport(value.report);
+        }}).catch(() => {if (!controller.signal.aborted) setReportFailed(true);});
+    }
+    return () => controller.abort();
+  }, [selectedId, goalId, revision, disabled, retry]);
+
+  return <div className="personal-capability-fields" style={{gridTemplateColumns: "minmax(0, 1fr)"}}>
+    <label htmlFor={id}><span>{zh ? "报告接收会话" : "Report conversation"}</span>
+      <select id={id} disabled={disabled || loading || failed} value={local ? route : route ? "other" : ""}
+        onChange={event => onChange(event.target.value === "other" ? (local ? "weekly-report" : route || "weekly-report") : event.target.value)}>
+        <option value="" disabled>{loading ? (zh ? "正在读取原会话…" : "Reading original conversations…")
+          : zh ? "选择现有 Agent 会话" : "Choose an existing Agent conversation"}</option>
+        {sessions.map(session => <option key={session.session_id} value={`managed-session:${session.session_id}`}>
+          {session.managed_agent_id} · {session.title || (zh ? "原会话" : "Original conversation")}
+          {session.updated_at ? ` · ${new Date(session.updated_at).toLocaleString(zh ? "zh-CN" : "en-US")}` : ""}
+        </option>)}
+        {local && !sessions.some(session => session.session_id === selectedId)
+          ? <option value={route} disabled>{zh ? "原接收会话不可用" : "Original destination unavailable"}</option> : null}
+        <option value="other">{zh ? "其它已配置位置" : "Another configured destination"}</option>
+      </select>
+    </label>
+    {!local && route ? <label><span>{zh ? "现有报告位置" : "Existing report destination"}</span>
+      <input value={route} disabled={disabled} onChange={event => onChange(event.target.value)} />
+    </label> : null}
+    {failed ? <span role="alert">{zh ? "无法读取原会话，未更换接收位置。" : "Original conversations could not be read; the destination is retained."}</span>
+      : !loading && !sessions.length ? <span role="status">{zh ? "此 Goal 尚无已绑定的 Agent 会话。" : "This Goal has no bound Agent conversation."}</span> : null}
+    {failed || reportFailed ? <button type="button" disabled={disabled} onClick={() => setRetry(value => value + 1)}>
+      {zh ? "重新读取" : "Read again"}</button> : null}
+    {reportFailed ? <span role="status">{zh ? "报告执行与送达状态暂时未知。" : "Report execution and delivery are currently unknown."}</span> : null}
+    {report ? <span role={report.available ? "status" : "alert"}>
+      {!report.available ? (zh ? "原会话不可用，定时报告不能执行。" : "The original conversation is unavailable; scheduled reports cannot run.")
+        : !report.configured ? (zh ? "保存后在所选原会话接收报告。" : "Save to receive reports in the selected original conversation.")
+        : !report.enabled ? (zh ? "定时报告已暂停。" : "Scheduled reports are paused.")
+        : report.scheduled === false ? (zh ? "已启用，请设置日历汇报时间。" : "Enabled; set a calendar report time.")
+        : report.publication_verified ? (zh ? "本期报告已在原会话完整读回。" : "This period’s full report was read back in the original conversation.")
+        : report.execution_failed ? (zh ? "本期执行失败；原结果与失败记录已保留。" : "This period’s execution failed; the original result and failure are retained.")
+        : report.generation_complete ? (zh ? "本期已生成，完整送达尚未确认。" : "This period was generated; complete delivery is unverified.")
+        : (zh ? "定时报告已启用。" : "Scheduled reports are enabled.")}
+      {report.enabled && report.next_due_at && (!report.retained_window_due_at || report.publication_verified)
+        ? ` ${zh ? "下次：" : "Next: "}${new Date(report.next_due_at).toLocaleString(zh ? "zh-CN" : "en-US")}` : ""}
+    </span> : null}
+    {report?.publication_verified && report.report_message_id ? <a href={`/chat/?${new URLSearchParams({
+      reportSessionId: selectedId, reportMessageId: report.report_message_id,
+    })}`}>{zh ? "查看本期完整报告" : "Read this period’s full report"}</a> : null}
+  </div>;
+}

docs/assets/personal-workspace/steward-reports/managed-session-README.md

@@ -0,0 +1,54 @@
+# Existing Agent Session calendar report journey
+
+The `session-*` captures use the packaged frontend and real local HTTP, Core,
+native SQLite Task/Turn and periodic-report owners. Model and provider
+transports, Goal and conversation data are synthetic. No production account,
+message, workspace or report is shown.
+
+- Baseline frontend: `c1a589aac771b39df9137dc808280c2a33fb4cbd`.
+- Changed source and packaged runtime: `1fe1582cf8ad136b0df0f0c76d1e86cfc3232849`.
+- Settings desktop: 1200×888; narrow settings/report: 390×844 viewport emulation.
+  This is browser evidence, not physical-phone acceptance.
+
+The primary question is where this Goal's scheduled report will arrive.
+The selector replaces a raw route with an existing bound Agent conversation.
+The default view shows saved scheduling, honest execution/delivery state and
+the verified full-report link. Profile, timezone and the existing calendar
+remain together; optional general capability help stays on demand. The
+shared settings panel still needs vertical scrolling to reach save controls
+at these viewport heights; that broader layout is outside this change.
+
+The journey verifies:
+
+1. Save an enabled future first date; the sole existing wake owner makes no
+   model request before the deadline.
+2. Preview/apply an eligible calendar in the same original Session. The
+   existing worker calls the synthetic model once and settles one native
+   report generation. An exact full-body Core readback precedes cursor commit.
+3. Reload shows verified delivery. The existing full-answer viewer opens that
+   original message, including all five sections of the 27,750-character
+   synthetic report and the existing Copy Markdown control. The deliberately
+   repeated long content checks page composition, not authored-report quality.
+4. Blocking only the read-only report-health request produces the visible
+   unknown state and Read again action. Restoring that request reads the same
+   delivered body; it does not generate another report.
+5. Pause through the same preview/apply controls. The original body, task,
+   actor and history remain; the model-call count stays one.
+
+Separate packaged failure evidence and File/SQLite tests preserve invalid
+authored output, forbid stranding a frozen undelivered window and resume only
+eligible native settlement effects without model replay. This slice does not
+provide invalid-window cancellation, arbitrary profiles, natural-language
+authoring or the complete managed/attached Agent workspace.
+
+To run the disposable fixture:
+
+```sh
+uv run --extra test python examples/personal-workspace-browser/steward_report_fixture.py \
+  --managed-report --output-dir /tmp/loopx-managed-session-report-qa
+```
+
+Use its returned URL. The fixture's `start-existing-owners` control starts its
+single existing wake service. `--invalid-editorial` selects a known failed
+synthetic author response for failure inspection. Closing the fixture removes
+its disposable data; it does not alter an original service or external chat.

docs/product/periodic-reports.md

@@ -1,7 +1,8 @@
 # Managed steward monitoring and periodic reports
 
-Status: source-bound identity preparation, opt-in status monitoring and the
-original steward's periodic full-body report path are implemented. Installation,
+Status: source-bound identity preparation, opt-in status monitoring, the
+original steward's periodic full-body reports and explicitly configured local
+Agent Session calendar reports are implemented. Installation,
 an enabled subscription and a natural scheduled delivery require their own
 readback evidence. Preparing an identity enables neither monitoring nor reports.
 
@@ -466,12 +467,12 @@ Registration removal, Goal stop, a changed lifetime or a mismatched workspace
 refuses continued execution rather than transferring the conversation.
 
 This is an API/host lifecycle slice, **not** the finished Agent workspace
-entry or general periodic journey. The Agent view still needs to expose this
+entry or arbitrary periodic-task journey. The Agent view still needs to expose this
 binding alongside attached sources, including all original history and honest
 unavailable states. Reuse existing Session, native Turn,
 monitor/calendar and periodic-report owners; do not add a second scheduler,
 task store or model worker. General writable execution, natural-language
-configuration and recurring task composition remain unfinished.
+configuration and arbitrary recurring task composition remain unfinished.
 
 An explicitly bound local managed Session can also observe its Goal's native
 work through an existing `continuous_monitor` Todo. Use the existing Todo
@@ -516,6 +517,76 @@ establish the correct Agent hierarchy, real-model adoption or natural-deadline
 acceptance. The UI withdrawal does not alter the original private steward's
 subscription, published reports, pending requests or publication route.
 
+### Calendar reports in an existing Agent Session
+
+In **Goal settings → Capability center → Periodic reports**, use the
+`weekly-progress` profile and choose an existing **Report conversation**.
+The selector lists only this Goal's already bound managed Agent Sessions. It
+does not create an Agent or assign a legacy Goal-wide conversation. Enable
+reports, set a daily or weekly calendar and optional first date, then use the
+existing preview/apply controls. Reload reads back the saved destination,
+calendar and original conversation's execution/delivery status. No calendar
+means no automatic local Session report; the status asks for a report time.
+After verified delivery, **Read this period's full report** opens the existing
+original-message report viewer, including its full body and **Copy Markdown**.
+The link is available only while that exact returned body is readable.
+
+This is an explicit Goal override. Machine defaults, registration, opening a
+Session and installation do not enroll a conversation. The reserved route
+`managed-session:<original-session-id>` is persisted in the existing
+periodic-report configuration; it is a destination reference, not an execution
+or permission grant. Other profiles and configured Goal Channel routes retain
+their existing path. Local Session reports do not enter the generic CLI
+report-consumption hook or gain a second Goal Channel delivery.
+
+The existing idle host wake admits the calendar window into the selected
+Session's original Core worker. Native periodic-report owns the finite
+generation Todo, fixed window, frozen source/editorial artifacts, validator,
+publication candidate and cursor. Native Turn owns the original executor,
+lease, validation, completion and quota. Busy or queued user work has priority;
+another registered Agent cannot claim this route. Paused/stopped Goals,
+removed registration and replaced Session/Goal identities refuse execution.
+
+The local source reads the complete original Goal's current native tasks and
+completed Agent history without a display limit, retaining full rows and
+observed times in the frozen source. The report distinguishes this fixed
+window's recorded completions from older history and current work. It does not
+reconstruct task state as of a past deadline, independently certify linked
+artifacts or read another Goal's portfolio. Source overflow or an unavailable
+complete read fails visibly rather than silently dropping trailing tasks.
+
+After native generation commits, the adapter writes one complete report to
+that original Core conversation and independently reads back its exact body,
+message and Turn identity. Only then does the existing publication cursor
+advance. The normal Core finalizer uses the same message identity. A lost
+append/cursor response reconciles that original body after restart without a
+second model call or duplicate publication. Cached validated generation can
+resume only the native journal's permitted remaining effects; an earlier
+partial/failed answer remains historical evidence.
+
+Use **Enable** to pause the same configuration; the original task, frozen
+window, failure and message history remain. Re-enable that exact plan to
+continue eligible native recovery. An unpublished frozen window prevents a
+schedule/destination change from stranding it. Failed/unknown generation is
+retained for repair by its original execution owner; toggling the setting does
+not replay it. This slice does not add cancellation of an invalid authored
+window, natural-language schedule authoring or arbitrary task profiles. Those
+remain part of the existing general recurring-task work.
+
+The packaged journey uses disposable Core/SQLite state and synthetic model
+and provider transports. It checks future-date inactivity, preview/apply/reload,
+one automatic full-body return, retained failure and pause. The 390×844 view is
+viewport emulation; this evidence does not establish real-model report quality,
+production backlog completion or a natural production deadline.
+
+| Before: raw route | After: original Agent conversation and verified return |
+| --- | --- |
+| ![Previous report settings](../assets/personal-workspace/steward-reports/session-before-desktop.png) | ![Report returned to the selected original conversation](../assets/personal-workspace/steward-reports/session-delivered-desktop.png) |
+
+| Temporarily unknown delivery state, narrow | Paused configuration |
+| --- | --- |
+| ![Unknown report delivery state on a narrow viewport](../assets/personal-workspace/steward-reports/session-unknown-narrow.png) | ![Paused original report configuration](../assets/personal-workspace/steward-reports/session-paused-desktop.png) |
+
 ### Original private steward
 
 The original-Session host bridge now runs a bounded native Turn through the