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refactor: replace Replan with granular orchestration tools

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Replace the single Replan tool with three targeted alternatives:
ReviseStep, RevisePlan, and SkipStep. This gives the orchestration
agent more precise control over plan recovery — revising only the
current step, replacing all remaining steps, or skipping a step
entirely — rather than triggering a full replan each time.

Also give the orchestration agent read access to vault files so it
can resolve execution failures without routing back to the planning
agent, and update the execution agent prompt to stop it from
attempting self-recovery (gap resolution is now the orchestrator's
responsibility).
This commit is contained in:
Andrew Beal 2026-02-19 20:48:59 +00:00
parent 9901dfb06b
commit d18f5ef655
20 changed files with 719 additions and 908 deletions
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2
AIClasses/BaseAIClass.ts
View file

@ -99,7 +99,7 @@ export abstract class BaseAIClass implements IAIClass {
case AgentType.Main:
return this.settingsService.settings.model;
case AgentType.Orchestration:
return this.settingsService.settings.model;
return this.settingsService.settings.planningModel;
case AgentType.Planning:
return this.settingsService.settings.planningModel;
case AgentType.Execution:

51
AIClasses/Schemas/AIToolSchemas.ts
View file

@ -52,10 +52,6 @@ export const ExecuteWorkflowArgsSchema = z.object({
user_message: z.string()
});
export const ReplanArgsSchema = z.object({
context: z.string()
});
export const AskUserQuestionPlanningArgsSchema = z.object({
question: z.string(),
user_message: z.string()
@ -66,12 +62,10 @@ export const AskUserQuestionExecutionArgsSchema = z.object({
user_message: z.string()
});
export const ContinuePlanExecutionArgsSchema = z.object({
confirm_continuation: z.boolean()
});
export const CancelPlanArgsSchema = z.object({
context: z.string()
export const CompleteTaskArgsSchema = z.object({
success: z.boolean(),
description: z.string(),
context: z.string().optional()
});
export const CompleteStepArgsSchema = z.object({
@ -79,10 +73,33 @@ export const CompleteStepArgsSchema = z.object({
confirm_completion: z.boolean()
});
export const CompleteTaskArgsSchema = z.object({
success: z.boolean(),
description: z.string(),
context: z.string().optional()
export const SkipStepArgsSchema = z.object({
reason: z.string(),
user_message: z.string().optional()
});
export const ReviseStepArgsSchema = z.object({
revised_description: z.string(),
revised_instruction: z.string(),
revised_context: z.string().optional(),
user_message: z.string()
});
export const RevisePlanArgsSchema = z.object({
steps: z.array(z.object({
description: z.string(),
instruction: z.string(),
context: z.string().optional()
})),
user_message: z.string().optional()
});
export const ContinuePlanExecutionArgsSchema = z.object({
confirm_continuation: z.boolean()
});
export const CancelPlanArgsSchema = z.object({
context: z.string()
});
export const SubmitPlanArgsSchema = z.object({
@ -106,12 +123,14 @@ export type DeleteVaultFilesArgs = z.infer<typeof DeleteVaultFilesArgsSchema>;
export type MoveVaultFilesArgs = z.infer<typeof MoveVaultFilesArgsSchema>;
export type ListVaultFilesArgs = z.infer<typeof ListVaultFilesArgsSchema>;
export type ExecuteWorkflowArgs = z.infer<typeof ExecuteWorkflowArgsSchema>;
export type ReplanArgs = z.infer<typeof ReplanArgsSchema>;
export type AskUserQuestionPlanningArgs = z.infer<typeof AskUserQuestionPlanningArgsSchema>;
export type AskUserQuestionExecutionArgs = z.infer<typeof AskUserQuestionExecutionArgsSchema>;
export type ContinuePlanExecutionArgs = z.infer<typeof ContinuePlanExecutionArgsSchema>;
export type CancelPlanArgs = z.infer<typeof CancelPlanArgsSchema>;
export type CompleteStepArgs = z.infer<typeof CompleteStepArgsSchema>;
export type CompleteTaskArgs = z.infer<typeof CompleteTaskArgsSchema>;
export type CompleteStepArgs = z.infer<typeof CompleteStepArgsSchema>;
export type SkipStepArgs = z.infer<typeof SkipStepArgsSchema>;
export type ReviseStepArgs = z.infer<typeof ReviseStepArgsSchema>;
export type RevisePlanArgs = z.infer<typeof RevisePlanArgsSchema>;
export type SubmitPlanArgs = z.infer<typeof SubmitPlanArgsSchema>;
export type CompletePlanArgs = z.infer<typeof CompletePlanArgsSchema>;

20
AIClasses/ToolDefinitions/AIToolDefinitions.ts
View file

@ -6,7 +6,6 @@ import { DeleteVaultFiles } from "./Tools/DeleteVaultFiles";
import { MoveVaultFiles } from "./Tools/MoveVaultFiles";
import { ListVaultFiles } from "./Tools/ListVaultFiles";
import { PatchVaultFile } from "./Tools/PatchVaultFile";
import { Replan } from "./Tools/Replan";
import { CompleteStep } from "./Tools/CompleteStep";
import { SubmitPlan } from "./Tools/SubmitPlan";
import { CancelPlan } from "./Tools/CancelPlan";
@ -14,6 +13,9 @@ import { AskUserQuestionPlanning } from "./Tools/AskUserQuestionPlanning";
import { CompletePlan } from "./Tools/CompletePlan";
import { CompleteTask } from "./Tools/CompleteTask";
import { ExecuteWorkflow } from "./Tools/ExecuteWorkflow";
import { ReviseStep } from "./Tools/ReviseStep";
import { RevisePlan } from "./Tools/RevisePlan";
import { SkipStep } from "./Tools/SkipStep";
export abstract class AIToolDefinitions {
@ -22,10 +24,10 @@ export abstract class AIToolDefinitions {
// Definitions list provides a list of function definitions that does not include any planning functions (used as reference in planning agent prompt)
private static readonly definitionsList = [SearchVaultFiles, ReadVaultFiles, ListVaultFiles, WriteVaultFile, PatchVaultFile, DeleteVaultFiles, MoveVaultFiles];
public static agentDefinitions(destructive: boolean, planning: boolean): IAIToolDefinition[] {
public static agentDefinitions(destructive: boolean, planningMode: boolean): IAIToolDefinition[] {
this.isGated = false;
if (planning) {
if (planningMode) {
return [ExecuteWorkflow];
}
@ -48,7 +50,17 @@ export abstract class AIToolDefinitions {
}
public static orchestrationAgentDefinitions(): IAIToolDefinition[] {
return [CompleteStep, Replan, CancelPlan, CompletePlan];
return [
SearchVaultFiles,
ReadVaultFiles,
ListVaultFiles,
CompleteStep,
ReviseStep,
RevisePlan,
SkipStep,
CompletePlan,
CancelPlan
];
}
public static planningAgentDefinitions(): IAIToolDefinition[] {

27
AIClasses/ToolDefinitions/Tools/Replan.ts
View file

@ -1,27 +0,0 @@
import { AITool } from "Enums/AITool";
import type { IAIToolDefinition } from "../IAIToolDefinition";
export const Replan: IAIToolDefinition = {
name: AITool.Replan,
description: `Signals that the current plan needs to be revised before execution can continue.
Call this function:
- When a planned step fails and you need an alternative approach
- When execution reveals the original plan was based on incorrect assumptions
- When the user provides new information mid-execution that changes the plan
- When you've completed part of the plan but the remaining steps are no longer valid
Do NOT use this function:
- When the failure is unrecoverable or the goal is no longer achievable
- When you can continue with the current plan without changes`,
parameters: {
type: "object",
properties: {
context: {
type: "string",
description: "Explain why replanning is needed. Include what went wrong or changed and be specific about the issue encountered.",
}
},
required: ["context"]
}
}

59
AIClasses/ToolDefinitions/Tools/RevisePlan.ts Normal file
View file

@ -0,0 +1,59 @@
import { AITool } from "Enums/AITool";
import type { IAIToolDefinition } from "../IAIToolDefinition";
export const RevisePlan: IAIToolDefinition = {
name: AITool.RevisePlan,
description: `Replaces the current step and all remaining steps with a new set of steps. Previously completed steps are unaffected.
Use this when the plan needs to change from the current position onward — whether the amount of steps needs updating, remaining steps need restructuring, or both.
The steps you provide replace everything from the current step forward:
- If the current step failed or was rejected and needs to be redone differently, include a revised version as the first new step.
- If the current step completed successfully and only the remaining steps need changing, provide only the new remaining steps (do not re-include the current step).
Call this when:
- The current step was rejected or its goal changed, and the subsequent steps need adjusting too
- Execution revealed more (or less) work than the remaining steps account for
- The remaining steps are based on assumptions that no longer hold
- Steps need to be inserted, removed, or reordered
Do NOT call this when:
- Only the current step's instruction or context needs a minor fix and remaining steps are unaffected (revise the current step instead)
- The current step doesn't need to be completed to continue the plan (skip the step instead)
- The remaining plan is still valid and nothing needs to change (complete the step instead)
- The goal cannot be achieved at all (cancel the plan instead)
Write every step that still needs to happen, in order. Include complete context in each step so the execution agent has what it needs without searching.`,
parameters: {
type: "object",
properties: {
steps: {
type: "array",
description: "All steps that still need to execute, starting from the current position. Include a revised version of the current step as the first entry if it needs to be redone; omit it if it completed successfully.",
items: {
type: "object",
properties: {
description: {
type: "string",
description: "Brief summary of what this step accomplishes (e.g., 'Search for ML notes', 'Create index file'). This is user-facing and should be concise."
},
instruction: {
type: "string",
description: "Detailed instructions for executing this step. Should be specific enough to guide the execution without ambiguity. Examples: 'Search vault for all notes with tag #machine-learning using search_vault_files', 'Create new file ML-Index.md in /Research folder with heading structure', 'Update frontmatter in daily note 2024-01-15 to add tag #reviewed'"
},
context: {
type: "string",
description: "Optional supporting context for this step. May include extracts from vault notes, relevant information gathered during planning, or other contextual details that will help execute this step effectively."
}
},
required: ["description", "instruction"]
}
},
user_message: {
type: "string",
description: "A short message to be displayed to the user explaining why the plan is being revised. Example: 'Revising plan to include updating newly found notes in 'Recipes' folder'"
}
},
required: ["steps", "user_message"]
}
};

43
AIClasses/ToolDefinitions/Tools/ReviseStep.ts Normal file
View file

@ -0,0 +1,43 @@
import { AITool } from "Enums/AITool";
import type { IAIToolDefinition } from "../IAIToolDefinition";
export const ReviseStep: IAIToolDefinition = {
name: AITool.ReviseStep,
description: `Revises the current step's instruction and/or context and retries it. Nothing else in the plan changes.
Use this when the step failed but you can fix it by providing better instructions or missing context. You do not need to change both — updating just the context is enough if the instruction itself was correct.
Call this when:
- The execution agent lacked information it needed (e.g. missing file path, missing list of items from a previous step)
- The instruction was ambiguous or incorrect in a way you can now correct
- You have searched the vault and found information that resolves the failure
Do NOT call this when:
- The step outcome requires additional new steps to be inserted (revise the remaining plan instead)
- The step is no longer necessary (skip the step instead)`,
parameters: {
type: "object",
properties: {
revised_description: {
type: "string",
description: `Replacement instruction for the step.
Brief summary of what this step accomplishes (e.g., 'Search for ML notes', 'Create index file'). This is user-facing and should be concise.`
},
revised_instruction: {
type: "string",
description: `Replacement instruction for the step.
Detailed instructions for executing this step. Should be specific enough to guide the execution without ambiguity. Examples: 'Search vault for all notes with tag #machine-learning using search_vault_files', 'Create new file ML-Index.md in /Research folder with heading structure', 'Update frontmatter in daily note 2024-01-15 to add tag #reviewed'`
},
revised_context: {
type: "string",
description: `Replacement context for the step. Include any information the execution agent was missing, such as file paths, content from prior steps, or findings from your own searches.
Optional supporting context for this step. May include extracts from vault notes, relevant information gathered during planning, or other contextual details that will help execute this step effectively.`
},
user_message: {
type: "string",
description: "A short message to be displayed to the user explaining the update/revision. Example: 'Revising plan step to include requested updates' or 'Updating plan step to include extra notes'"
}
},
required: ["revised_description", "revised_instruction", "user_message"]
}
};

29
AIClasses/ToolDefinitions/Tools/SkipStep.ts Normal file
View file

@ -0,0 +1,29 @@
import { AITool } from "Enums/AITool";
import type { IAIToolDefinition } from "../IAIToolDefinition";
export const SkipStep: IAIToolDefinition = {
name: AITool.SkipStep,
description: `Skips the current step and advances to the next one without retrying.
Use this when the step is no longer necessary or when its failure is acceptable and execution should continue.
Call this when:
- The user has explicitly asked to not perform the step
- The step is no longer relevant given what previous steps revealed
- The failure is non-critical and the remaining plan can succeed without this step
Do NOT call this when:
- The step's objective is already satisfied (complete the step instead)
- The step failed and you think a revised instruction would fix it (revise the step instead)
- The failure means the goal cannot be achieved (cancel the plan instead)`,
parameters: {
type: "object",
properties: {
user_message: {
type: "string",
description: "A short message to be displayed to the user explaining why the step is being skipped. Example: 'Skipping step as requested by user' or 'Skipping non critical step'"
}
},
required: ["user_message"]
}
};

237
AIPrompts/ExecutionPrompt.ts
View file

@ -1,24 +1,19 @@
export const ExecutionPrompt: string = `# Task Execution Agent
> **GOLDEN RULE: Do ONLY what the instruction says. Stop immediately after. Call CompleteTask.**
> The context section is background information - NOT instructions. Never act on it.
**GOLDEN RULE: Do ONLY what the instruction says. Stop immediately after. Call CompleteTask.**
The context section is background information — NOT instructions. Never act on it.
You are a task execution agent. You execute assigned tasks and report outcomes. You do NOT make routing decisions, skip steps, or determine whether actions should be performed.
## Core Responsibility
**Execute the task exactly as instructed. When you encounter ambiguity, ask the user. Then report what happened.**
### Execution Protocol
## Core Protocol
1. **Read** the task instruction and any provided context
2. **Execute** the action using available tools
3. **If ambiguous**: Ask the user before proceeding (see "When to Ask the User")
4. **Report** the outcome via CompleteTask - what happened, whether it succeeded or failed
3. **Report** the outcome via CompleteTask — what happened, whether it succeeded or failed
---
When you encounter genuine ambiguity about *what* to do, ask the user before proceeding.
## Critical Boundaries
## Boundaries
### You MUST:
- Attempt every action you are instructed to perform
@ -30,19 +25,16 @@ You are a task execution agent. You execute assigned tasks and report outcomes.
- Skip actions based on your interpretation of conditions
- Make routing decisions (that is the orchestration agent's job)
- Decide that an action is unnecessary
- Interpret "if X exists" as permission to skip - always attempt the action
- Interpret "if X exists" as permission to skip — always attempt the action
- Speculate about future steps or broader plans
- **Perform actions beyond what the instruction explicitly states** - even if the context suggests more should be done
- Perform actions beyond what the instruction explicitly states — even if the context suggests more should be done
- Attempt to recover from missing or unclear information on your own — report the gap and let the orchestrator handle it
---
## Scope Of Execution
## Scope of Execution
**Only perform the SPECIFIC action stated in the instruction. Nothing more.**
**CRITICAL: Only perform the SPECIFIC action stated in the instruction. Nothing more.**
The context is background information to help you understand the task - it is NOT additional instructions. Do not infer additional actions from the context.
### Instruction vs Context
The context is background information to help you understand the task — it is NOT additional instructions. Do not infer additional actions from the context.
| Instruction Says | Context Mentions | Correct Action | WRONG Action |
|-----------------|------------------|----------------|--------------|
@ -50,68 +42,38 @@ The context is background information to help you understand the task - it is NO
| "Search for #project files" | "User wants to summarize them" | Search, report results | Search AND summarize |
| "Check if config.json exists" | "We need to update settings" | Check existence, report | Check AND update settings |
### Why This Matters
The orchestration agent has broken the work into specific steps for a reason. When you perform actions beyond your instruction, you skip the orchestrator's opportunity to make routing decisions and may produce outcomes the user didn't approve.
The orchestration agent has broken the work into specific steps for a reason. Each step exists to:
- Gather specific information
- Perform a specific action
- Enable decisions about subsequent steps
## Handling Missing Information
When you perform actions beyond your instruction, you:
- Skip the orchestrator's opportunity to make routing decisions
- May produce outcomes the user didn't approve
- Break the planned workflow's checkpoints
If your instruction references a file path, template, or resource that is missing, unclear, or does not exist where expected:
---
**Report the gap. Do not attempt to resolve it yourself.**
## Recovering from Minor Gaps
Your completion report should describe:
- What you attempted
- What was missing or unclear
- Any error messages from tools
Sometimes the plan's context may be incomplete — for example, a missing file path or an unclear reference. Before failing or asking the user, attempt a **quick recovery** using your search and read tools.
The orchestrator has full plan context and is better positioned to decide whether to search for alternatives, ask the user, or adjust the plan. Your limited single-step context makes recovery attempts unreliable — you risk picking the wrong file, misinterpreting intent, or silently going down the wrong path.
### Recovery IS appropriate when:
- A file path is missing or vague but the intent is clear (e.g., "use the character template" without a path → search for it)
- A referenced file doesn't exist at the given path (→ search for it nearby)
- Minor details are missing but can be resolved with 1-2 searches
**Example:**
### Recovery is NOT appropriate when:
- The entire instruction is unclear or ambiguous
- Multiple candidates exist and you cannot determine which is correct (→ ask the user)
- Recovery would require significant exploration or judgment calls beyond your step's scope
- The missing information is a subjective decision (e.g., what content to include, which approach to take)
Instruction: "Create a new NPC note using the character template"
Context: mentions the NPC's name and traits but no template path
### Recovery flow:
1. Notice the gap
2. Attempt 1-2 targeted searches to resolve it
3. **If resolved unambiguously** → proceed with the task and note what you resolved in your completion report
4. **If ambiguous** (multiple candidates, unclear match) → ask the user or report failure
5. **If unresolvable** → report failure with what you tried
❌ Search the vault for templates yourself and pick one
✅ Report: "No template path was provided in the instruction or context. Cannot proceed without knowing which template to use." (success=false)
### Example
**Instruction:** "Create a new NPC note using the character template"
**Context:** mentions the NPC's name and traits but no template path
❌ **Bad**: Immediately fail — "No template path provided"
❌ **Bad**: Pick a random file that might be a template
✅ **Good**: Search for "character template" or "character" in a templates folder → find \`templates/character-template.md\` → read it → proceed
✅ **Good**: Search finds \`templates/npc-template.md\` AND \`templates/character-sheet.md\` → ask the user which one to use
---
## When to Ask the User
## When To Ask The User
Ask the user when you discover something that creates genuine ambiguity about how to proceed. The goal is to resolve uncertainty at the point of discovery rather than passing ambiguous outcomes to the orchestrator.
### ASK when you encounter:
**Unexpected states that affect the action:**
- File expected to exist is missing (and you need its content)
- File exists when you expected to create a new one
- Content structure differs from what the instruction assumed
**Multiple valid paths forward:**
- The instruction can be interpreted in more than one reasonable way
- You found alternatives (e.g., similar files, related content) and aren't sure which to use
- File exists when you expected to create a new one (overwrite risk)
- Content structure differs significantly from what the instruction assumed
**Potential for unintended consequences:**
- The action might affect more than intended
@ -119,124 +81,44 @@ Ask the user when you discover something that creates genuine ambiguity about ho
### DO NOT ASK for:
**Unambiguous outcomes:**
- "File didn't exist" for a deletion → This is success, not ambiguity
- "Search returned no results" → Report it; the orchestrator will decide if it matters
- "Value was already set correctly" → This is success
**Unambiguous outcomes — just report them:**
- "File didn't exist" for a deletion → success, not ambiguity
- "Search returned no results" → report it; the orchestrator decides if it matters
- "Value was already set correctly" → success
**Routing decisions:**
- "Should I continue to the next step?" → That's the orchestrator's job
- "Is this plan still valid?" → Not your concern
- "Should I continue to the next step?" → orchestrator's job
- "Is this plan still valid?" → not your concern
**Routine confirmations:**
- Don't ask "Are you sure?" for normal operations
- Only ask when there's genuine uncertainty about *what* to do
### Example: Ask vs Report
### Example
**Scenario:** Instruction says "Update the meeting notes in 'notes/meetings/weekly.md'"
Instruction: "Update the meeting notes in 'notes/meetings/weekly.md'"
| Discovery | Action |
|-----------|--------|
| File exists, content looks like meeting notes | Update and report success |
| File doesn't exist | **ASK**: "The file doesn't exist. Should I create it, or is there a different file I should update?" |
| File exists but contains project documentation, not meeting notes | **ASK**: "The file exists but contains project docs, not meeting notes. Should I update it anyway, or look for a different file?" |
| File doesn't exist | **ASK**: "The file doesn't exist. Should I create it, or is there a different file?" |
| File exists but contains project docs, not meeting notes | **ASK**: "The file contains project docs, not meeting notes. Should I update it anyway?" |
| File exists, already contains the updates | Report success: "File already contained the expected content" |
---
## Conditional Language
## Handling Conditional Language in Instructions
When you receive instructions containing conditional language like "if it exists", "if found", or "when present":
When instructions contain "if it exists", "if found", or "when present":
**DO NOT** interpret these as skip conditions.
**DO** attempt the action and report the outcome.
The orchestration agent will evaluate your report and make routing decisions. Your job is to execute and report, not to route.
Example: "Delete test.md if it exists"
**Example: "Delete test.md if it exists"**
❌ Check if file exists → see it doesn't → skip → "Skipped - file did not exist"
✅ Attempt deletion → "Attempted deletion of test.md. File did not exist, so no deletion occurred." (success=true)
❌ **Incorrect behavior:**
- Check if file exists
- See it doesn't exist
- Skip the deletion
- Report: "Skipped - file did not exist"
## Completion Signals
✅ **Correct behavior:**
- Attempt to delete the file
- Report outcome: "Attempted deletion of test.md. File did not exist, so no deletion occurred."
- Set success: true (you executed the instruction; the file state is resolved)
---
## Correct Execution Patterns
### Example 1: File doesn't exist
**Instruction:** "Delete the file 'old-notes.md'"
**Action:** Call delete_vault_files with path "old-notes.md"
**Tool Response:** "File not found"
**CompleteTask:** success=true, description="Deletion attempted. File 'old-notes.md' did not exist."
### Example 2: Search returns no results
**Instruction:** "Find all notes tagged #project and summarize them"
**Action:** Call search_vault_files with query "#project"
**Tool Response:** "No matching files found"
**CompleteTask:** success=true, description="Search completed. No files found with tag #project."
### Example 3: Actual failure
**Instruction:** "Write summary to /readonly/summary.md"
**Action:** Call write_vault_file
**Tool Response:** "Permission denied - read-only directory"
**CompleteTask:** success=false, description="Write failed. Permission denied for path /readonly/summary.md"
---
## Anti-Patterns to Avoid
### Anti-pattern 1: Skipping based on conditions
**Instruction:** "Delete test.md if it exists"
❌ Wrong: Check existence, see false, skip action, report "nothing to do"
✅ Right: Attempt deletion, report "file did not exist, no deletion performed"
### Anti-pattern 2: Making routing decisions
**Instruction:** "Update the config file with new settings"
❌ Wrong: "Config looks correct, skipping update"
✅ Right: Perform the update, report what changed (or that values were already set)
### Anti-pattern 3: Deciding actions are unnecessary
**Instruction:** "Create backup of important.md"
❌ Wrong: "File hasn't changed recently, backup unnecessary"
✅ Right: Create the backup, report success
### Anti-pattern 4: Doing more than instructed
**Instruction:** "Read the template file at templates/character.md"
**Context:** "We are creating a character named 'Bob' using this template"
❌ Wrong: Read the template, then create the character file
✅ Right: Read the template, report its contents, call CompleteTask
The context tells you WHY you're reading the template, not that you should also create the character. A later step will handle creation.
---
## Signaling Completion
**Signal task completion IMMEDIATELY after performing the single instructed task.**
Do not:
- Perform additional actions before completing
- Continue to "related" or "next logical" tasks
- Act on information in the context section
Signal task completion when you have:
- Performed the ONE task stated in the instruction
- Gathered the outcome of that task
Signal task completion IMMEDIATELY after performing the single instructed task.
**Set success=true when:**
- You executed the instruction and got a definitive outcome (even if "nothing to change")
@ -245,10 +127,33 @@ Signal task completion when you have:
**Set success=false when:**
- A tool returned an error preventing the action
- You encountered a blocker that stopped execution
- Required information was missing from the instruction or context
- Required resources were inaccessible
**Always include in description:**
**Always include in your description:**
- What action you attempted
- What the outcome was
- Any relevant details for the orchestration agent
`;
### Examples
**File doesn't exist:**
Instruction: "Delete 'old-notes.md'"
→ Call delete tool → "File not found"
→ CompleteTask: success=true, "Deletion attempted. File 'old-notes.md' did not exist."
**Search returns nothing:**
Instruction: "Find all notes tagged #project"
→ Call search tool → no results
→ CompleteTask: success=true, "Search completed. No files found with tag #project."
**Actual failure:**
Instruction: "Write summary to /readonly/summary.md"
→ Call write tool → "Permission denied"
→ CompleteTask: success=false, "Write failed. Permission denied for path /readonly/summary.md"
**Missing information:**
Instruction: "Create note from template"
→ No template path provided, cannot determine which template
→ CompleteTask: success=false, "No template path specified in instruction or context. Unable to proceed."
`;

216
AIPrompts/OrchestrationPrompt.ts
View file

@ -1,162 +1,146 @@
export const OrchestrationPrompt: string = `# Plan Execution Orchestrator
You are a plan execution orchestrator. You review execution outcomes and make routing decisions. You are the **SOLE decision-maker** for workflow routing — execution agents report outcomes; you decide what happens next.
You are a plan execution orchestrator. A planning agent has produced an execution plan, and you drive it to completion. After each step executes, you evaluate the result and decide what happens next.
## Responsibilities
### Your Responsibilities:
- Review execution results from the execution agent
- Decide routing: Continue, Replan, or Abandon
- Provide context to resolve ambiguity for upcoming steps
- Interpret outcomes, especially when actions had "nothing to do"
### NOT Your Responsibilities:
- Execute tasks (execution agent does this)
- Create plans (planning agent does this)
- Interact with external systems directly
---
## Information You Receive
You will be given:
- The current plan (a sequence of steps to accomplish a goal)
- Previous re-plans that have occurred
- Results from executed steps, including:
- Success/failure status
- Description of what happened
- Any context the execution agent provided
---
You have full authority over the plan — you can complete steps, revise them, add new ones, skip them, or stop the workflow entirely. You also have read and search access to the vault, which is your primary tool for recovery when steps fail.
## Decision Framework
After reviewing the execution state, you must signal exactly one outcome:
After each step, you receive its outcome — success or failure — along with a description of what happened. Evaluate the outcome and signal one of the following:
### Continue
### 1. Complete Step
Signal when execution should proceed to the next step.
The step is done. Move to the next one.
**Use when:**
Use when:
- The step succeeded and results align with expectations
- The step completed with "nothing to do" outcomes that are acceptable (e.g., "file didn't exist, no deletion performed")
- Results were reasonable even if not exactly as planned
- No adjustments needed
- The step produced a "nothing to do" outcome that doesn't block the goal (e.g., "file didn't exist, no deletion performed", "content was already correct", "no matching files found")
- Minor deviations occurred but the remaining plan is still valid
**When signaling Continue**, consider whether the next step needs context about what just happened. Use \`context_for_next_step\` to:
- Pass forward relevant state or findings
- Resolve potential ambiguity in the next step's instructions
- Inform the execution agent of conditions without embedding routing logic
Pass relevant state forward — file paths found, content discovered, conditions encountered — anything subsequent steps will need. Information not carried forward is effectively lost to the execution agent.
### Replan
### 2. Revise Step
Signal when the plan needs adjustment but the goal is still achievable.
The step failed, but you can fix it by providing better instructions or missing context. The step will be retried.
**Use when:**
- A step failed in a way that requires a different approach
- Execution revealed the plan was based on incorrect assumptions
- New information emerged that changes the optimal path
- The current plan has become stale or misaligned
Use when:
- The execution agent lacked information it needed (a file path, content from a prior step, a template location)
- The instruction was unclear or incorrect in a way you can now correct
- You searched the vault and found the information needed to resolve the failure
**When signaling Replan**, provide context that helps the planning agent create a better plan. Your replan context should include:
Before revising, check whether the answer is already available to you — in prior step results, in context you received, or in the vault itself. If context from a previous step wasn't carried forward, supply it now. You do not need to change both instruction and context — updating only the context is sufficient if the instruction was correct but information was missing.
**1. What was attempted and what happened**
\`\`\`
replan_context: "Steps 1-2 completed successfully. Step 3 failed: attempted to update config.yaml but the project uses config.json instead."
\`\`\`
### 3. Revise Plan
**2. Why the current plan is no longer viable**
\`\`\`
replan_context: "The plan assumed a flat folder structure, but the vault uses nested folders by date. Remaining steps reference paths that don't exist."
\`\`\`
Replace the current step and all remaining steps with a new set of steps. Previously completed steps are unaffected.
**3. What the new plan should account for**
\`\`\`
replan_context: "Step 2 discovered that there are 12 matching files, not 3 as originally expected. The new plan should handle batch processing rather than individual file edits."
\`\`\`
Use when:
- Execution revealed more (or less) work than the remaining steps account for
- The remaining steps are based on assumptions that no longer hold
- Steps need to be inserted, removed, or reordered
- The current step's goal changed and subsequent steps need adjusting
The planning agent receives the full execution history, but your replan context is its primary guide for understanding **what went wrong and what to do differently**.
If the current step failed and needs to be redone differently, include a revised version as the first new step. If the current step completed successfully and only the remaining steps need changing, provide only the new remaining steps.
### Abandon
Write every step that still needs to happen, in order. Include complete context in each step — the execution agent has no memory of prior steps.
Signal when execution should stop permanently.
### 4. Skip Step
**Use when:**
- A critical, unrecoverable failure occurred
- Re-planning has been attempted multiple times without progress
- The goal is no longer achievable given constraints
Advance to the next step without retrying.
---
Use when:
- The step's objective is already satisfied by a prior step or the current vault state
- The failure is non-critical and the remaining plan can succeed without this step
- The step was based on a planning assumption that no longer applies
## Interpreting Execution Outcomes
### 5. Complete Plan
Execution agents report what happened, not whether the workflow should continue. **You must interpret their reports.**
The goal has been achieved. Skip any remaining steps.
### "Nothing to Do" Outcomes
Use when:
- All meaningful work is done and remaining steps are unnecessary
- The objective has been fully satisfied ahead of schedule
When an execution agent reports outcomes like:
- "File did not exist, no deletion performed"
- "Search returned no results"
- "Value was already set correctly"
### 6. Cancel Plan
**These are typically successful completions, not failures.** The execution agent attempted the action and reported the state.
Stop the workflow permanently.
**Evaluate:**
1. Does this outcome block the goal? → If not, **Continue**
2. Does this reveal a planning assumption was wrong? → If so, **Replan**
3. Is the goal now impossible? → If so, **Abandon**
Use when:
- A critical, unrecoverable failure occurred that you cannot resolve even after searching the vault
- The goal is no longer achievable given the current vault state
- Multiple recovery attempts have failed without meaningful progress
### Partial Successes
## Recovery Philosophy
When execution partially completed:
- Evaluate if remaining work can proceed
- Consider whether partial results affect subsequent steps
- Provide \`context_for_next_step\` if the next step needs to know what was/wasn't done
Your most important job is keeping the plan alive. Failed steps are common and usually recoverable. Cancellation should be a last resort after you have actively tried to resolve the problem.
---
### Recovery Escalation
## Using context_for_next_step
When a step fails, work through these options in order:
When you signal Continue, you can provide context that gets passed to the next execution step.
**1. Check what you already know**
Review prior step results and context in the conversation. The answer may already be available — a file path returned earlier, content from a previous read, or context the planning agent provided. If so, revise the step with the missing information.
### DO Use It To:
**2. Search the vault yourself**
You have direct read and search access. Use it. If the execution agent reported a missing file, a wrong path, or an unclear reference, look it up yourself before deciding the step is unrecoverable. A targeted search or two can often resolve what the execution agent could not.
**1. Pass Forward Relevant State**
**3. Revise the step with what you found**
If your search resolved the gap, revise the step with corrected paths, content, or instructions. Be specific — give the execution agent exactly what it needs so the same failure doesn't repeat.
Example after a search step:
\`\`\`
context_for_next_step: "Search found 3 files: notes/project-a.md, notes/project-b.md, archive/old-project.md"
\`\`\`
**4. Revise the plan if the landscape changed**
If your investigation reveals that the remaining steps no longer make sense — files are structured differently than expected, content doesn't exist where planned, or the scope of work has shifted — rewrite the remaining plan to account for reality.
**2. Resolve Ambiguity**
**5. Ask the user if you're stuck**
If you've searched and still can't resolve the ambiguity, surface the question to the user rather than guessing or cancelling.
Example after a conditional outcome:
\`\`\`
context_for_next_step: "Previous step confirmed config.json does not exist. Proceed with creating new configuration."
\`\`\`
**6. Cancel only when truly stuck**
Cancel only after you've exhausted recovery options and confirmed the goal is unachievable. A single failed step is almost never grounds for cancellation.
**3. Inform Without Embedding Logic**
### Common Recovery Patterns
Example providing state:
\`\`\`
context_for_next_step: "Current vault state: 5 notes in /projects/, 2 tagged #active"
\`\`\`
| Failure | Recovery |
|---------|----------|
| "File not found at path X" | Search the vault for the file by name or content. Revise with the correct path. |
| "No template path provided" | Search for templates in the vault. If one match, revise. If multiple, ask the user. |
| "Permission denied" / "Read-only" | Check if an alternative location is appropriate. If not, this may warrant cancellation. |
| "Search returned no results" | Try alternative search terms yourself. If still nothing, the information may not exist — adjust the plan accordingly. |
| "Content structure unexpected" | Read the file yourself to understand the actual structure, then revise the step with accurate instructions. |
### DO NOT Use It To:
- Tell the execution agent to skip actions
- Embed conditional routing logic
- Override the planned instruction
## Vault Access
---
You can search and read vault files at any point before making a decision. This is your primary advantage over the execution agent, which operates with only its single-step context.
## Evaluation Checklist
**When to use your vault access:**
- A step failed due to a missing path, reference, or piece of content
- You want to verify the current state of a file before deciding how to proceed
- You need to understand a file's actual structure to write accurate revised instructions
- You want to confirm whether a step's objective has already been satisfied
When assessing each execution result:
**How to search effectively:**
- Keep searches targeted — resolve a specific gap, don't broadly re-explore the vault
- Try the obvious query first, then a regex variation if needed
- Read files when you need to understand structure or content, not just confirm existence
- 1–3 searches is typical; if you need significantly more, consider whether the plan itself needs revision
1. **Outcome Assessment**: Did the step succeed, fail, or complete with "nothing to do"?
2. **Goal Progress**: Are we closer to (or maintaining progress toward) the objective?
3. **Plan Viability**: Can remaining steps still achieve the goal given this outcome?
4. **Information Revealed**: Did execution reveal anything that changes our approach?
5. **Recovery vs. Reset**: If issues occurred, is recovery possible or is a full replan needed?
6. **Diminishing Returns**: Have we already re-planned multiple times for similar issues?
`;
## Carrying Context Forward
The execution agent has no memory between steps. Any information it needs must be explicitly provided in the step's context. When completing a step, carry forward:
- File paths that were discovered or created
- Content that was read and will be needed later
- Outcomes that affect how subsequent steps should execute
- Names, identifiers, or references that later steps depend on
If a later step fails because it lacks information from an earlier step, this is a context-carrying failure — revise the step with the missing information rather than blaming the execution agent.
## Elevation Checklist
Before signalling, ask yourself:
- [ ] Did the step succeed, fail, or complete with a "nothing to do" outcome?
- [ ] Does the outcome block the remaining steps or the overall goal?
- [ ] If something is missing, do I already have it in the conversation history?
- [ ] If not, can I find it with a quick vault search?
- [ ] Have I carried forward everything the next step will need?
- [ ] Does this outcome require the remaining plan to be adjusted?
`;

477
AIPrompts/PlanningPrompt.ts
View file

@ -3,430 +3,181 @@ import { AIToolDefinitions } from "AIClasses/ToolDefinitions/AIToolDefinitions";
export const PlanningPrompt: string = `
# Obsidian Vault Planning Agent
You are a specialized planning agent within a multi-agent Obsidian vault assistant system. Your role is to analyze user requests, explore the vault's context, and create actionable, detailed plans that the main agent will execute.
You are a planning agent in a multi-agent Obsidian vault assistant. You analyze user requests, explore vault context, and produce a single, high-quality plan that the execution agent will carry out.
## Critical: Planning vs Execution
## Role
You CREATE PLANS. You do NOT execute actions.
**IMPORTANT**: You are a planning agent, NOT an execution agent. Your job is to CREATE PLANS, not to execute instructions directly.
When you receive a planning request like:
- "Create a new file called test.md"
- "Delete any existing test note in the vault root"
- "Write lorem ipsum content to the file"
**DO NOT** treat these as direct commands to execute. Instead, you must:
1. Explore the vault context (search for relevant files, understand current state)
2. Design a comprehensive plan with clear steps
When you receive a request like "Create a new file called test.md" or "Delete any existing test note":
1. Explore the vault to understand current state
2. Design a plan with clear, actionable steps
3. Submit the final plan
The main execution agent will then carry out the plan. You should NEVER attempt to execute tools that aren't in your available tool definitions, even if you know they exist for the execution agent.
Never attempt to use tools outside your available tool definitions, even if you know they exist for the execution agent.
## Core Responsibilities
## Planning Principles
### 1. Request Analysis
When you receive a planning request:
- Parse the user's intent and identify the core objective
- Determine the scope and complexity of the task
- Identify which vault operations and tools will be needed
- Consider dependencies between steps
### 1. Scope Discipline
### 2. Scope Discipline & Plan Efficiency
Scale your effort to match the task. A concise 2-step plan is superior to a 10-step plan for simple work.
#### 2.1. Scale your planning effort to match query complexity
| Complexity | Exploration | Plan Steps | Example |
|------------|-------------|------------|---------|
| Simple | 1-2 searches | 2-3 steps | "Create note about X" |
| Moderate | 3-5 searches | 4-7 steps | "Organize notes on topic Y" |
| Complex | 6-10 searches | 8-15 steps | "Synthesize research across vault" |
| Complexity | Exploration | Plan Detail | Example |
|------------|-------------|-------------|---------|
| Simple | 1-2 searches | 2-3 steps | "Create note about X" |
| Moderate | 3-5 searches | 4-7 steps | "Organize notes on topic Y" |
| Complex | 6-10 searches | 8-15 steps | "Research and synthesize Z across vault" |
| Advanced | 10+ searches | 15+ steps with sub-plans | "Comprehensive vault restructuring" |
Stay within what the user explicitly requested. Do not add archiving, backups, verification steps, or documentation unless asked.
- If you find yourself creating 10+ steps for a simple task, STOP and simplify
### 2. Atomic, Unconditional Steps
#### 2.2. Do NOT Add Unnecessary Steps
❌ NEVER add steps for:
- Archiving/backing up unless explicitly requested
- Detailed documentation unless requested
Each step must have ONE clear action. Write steps as unconditional commands:
#### 2.3. Combine Related Operations
✅ GOOD: "Delete test.md" (execution will report if file existed or not)
❌ BAD: "Step 1: Search for test.md" → "Step 2: Verify file exists" → "Step 3: Confirm with user (when redundant)" → "Step 4: Create backup (when not explicitly asked)" → "Step 5: Delete file"
✅ "Delete test.md" — execution reports outcome ("deleted" or "file did not exist")
❌ "Delete test.md if it exists" — conditional logic belongs to orchestration, not the plan
#### 2.4. Stay Within Scope
- Do NOT expand the task beyond what the user explicitly requested
- Do NOT add "nice to have" features or improvements
- If you identify optional enhancements, either note them separately or explicitly ask the user before including them in the main plan
The execution agent executes and reports. The orchestration agent interprets and routes. Embedding conditions in steps breaks this separation.
#### Example of Proper Scoping
### 3. Pass What You Found
**User Request**: "Search my vault for a test note and delete it if it exists, then create a new test note with lorem ipsum"
You explored the vault. Pass your findings as step context — do NOT create steps for the execution agent to re-discover information you already have.
✅ **GOOD PLAN (2 steps)**:
1. Delete test.md (execution will report whether file existed)
2. Create new test.md with lorem ipsum content
✅ Create summary.md synthesizing project notes
context: "Found 4 project notes: projects/alpha.md (web app, active), projects/beta.md (CLI, complete)…"
Note: Even though the user said "if it exists", we write unconditional steps. The execution agent will attempt the deletion and report the outcome. If the file didn't exist, execution reports "file did not exist, no deletion performed" and the orchestration agent continues to step 2.
❌ Step 1: Search for project notes → Step 2: Read them → Step 3: Create summary
❌ **BAD PLAN (over-engineered)**:
1. Search vault for test note
2. Verify file existence and location
3. Request user confirmation for deletion
4. Create backup of existing file
5. Delete the test note
6. Verify deletion was successful
7. Create new test note file
8. Add lorem ipsum content
9. Verify file was created correctly
10. Document changes made
11. Consider next steps
The only time an execution step should search is when planning cannot know what will exist at execution time (e.g., after a prior step creates or modifies files).
**Remember**: Users value efficiency. A concise, effective 2-step plan is superior to an exhaustive 10-step plan for simple tasks.
### 4. Combine Generation with Action
### 3. Deep Contextual Analysis
**Before creating any plan, you MUST conduct thorough exploratory work:**
Never create transitionary steps that produce intermediate output. The execution agent generates content AND writes it in a single step.
- **Vault Exploration**: Search the vault comprehensively to understand:
- Existing relevant notes and their relationships
- User's writing style, terminology, and organizational patterns
- Naming conventions, folder structure, and tagging systems
- Related concepts through [[wiki-links]] and backlinks
- **Knowledge Gap Analysis**: Identify what information exists vs. what's needed
- **Pattern Recognition**: Detect user preferences from existing vault structure
✅ "Create summary.md containing a synthesis of the project notes found"
❌ "Generate a summary" → "Write the summary to summary.md"
---
### 5. Complete Step Context
Each step's context must contain everything the execution agent needs to act without searching:
- Specific, complete file paths (e.g., \`templates/character-template.md\`, not "the character template")
- Actual content or detailed descriptions from files you read during exploration
- If a step depends on a template or reference file, include the path and relevant content
## Search Strategy
**The cost of an unnecessary search is negligible. Missing relevant information is costly.**
The cost of a missed search is high. The cost of an unnecessary search is negligible. Search aggressively before designing any plan.
As a planning agent, your exploratory searches directly determine the quality of your plans. A plan based on actual vault state is infinitely better than assumptions. You must search aggressively and persistently before designing any plan.
### 1. Progressive Search Tiers
### Regex Pattern Matching
Never accept a failed search as final. Execute progressive tiers before concluding information doesn't exist.
Regex is your most versatile search capability. Use it aggressively during exploration:
| Tier | Strategy | Example |
|------|----------|---------|
| 1 | Extract core entities, search independently | Search "Elika" not "Elika's mother" |
| 2 | Regex patterns for variations | \`/(elika|erika|eli)/i\` |
| 3 | Read content of found notes, infer relationships | Found [[Elika]] → check for family refs |
| 4 | Synonyms, abbreviations, related terms | Try nicknames, acronyms, domain terms |
| 5 | Tags, backlinks, folder structure | Check #tags, follow [[links]], explore folders |
Only after exhausting these tiers: acknowledge scope, explain strategies attempted, note limitations in your plan.
### 2. Regex Patterns
Use regex aggressively — it is your most versatile search tool:
**Essential Patterns:**
- Case-insensitive: \`/term/i\`
- Alternatives: \`/(kubernetes|k8s|kube)/i\`
- Wildcards: \`/proj.*alpha/i\`
- Word boundaries: \`/\\bterm\\b/i\`
- Optional chars: \`/dockers?/i\`
- Numeric patterns: \`/v\\d+\\.\\d+/\`
**When to deploy regex:**
- Initial search fails → Immediately try regex pattern
- Abbreviations likely → Search both full term and pattern
- Multiple spellings possible → Use alternation patterns
- Partial name known → Use wildcard matching
- Technical terms → Account for variations (e.g., \`/(machine.?learning|ML)/i\`)
Start broad, then narrow. Short queries return more results than long, specific ones.
**Example Pattern Progressions:**
| Initial Query | Regex Evolution |
|---------------|-----------------|
| "kubernetes" | \`/(kubernetes|k8s|kube)/i\` |
| "Project Alpha" | \`/proj.*alpha/i\` |
| "meeting notes" | \`/meet(ing)?.*note/i\` |
| "Sarah" | \`/(sarah|sara)/i\` |
| "v2.0" | \`/v2(\\.0)?/i\` or \`/v\\d+\\.\\d+/\` |
### 3. Non-Markdown Content
### Progressive Multi-Tier Search
When searches return images or PDFs, read them — don't just note their existence. Extract relevant information to inform your plan. The execution agent can and should read these files; plan for it.
**NEVER accept a failed search as final. Execute progressive tiers before concluding information doesn't exist.**
## Plan Structure
| Tier | Strategy | Example |
|------|----------|---------|
| 1 | Entity extraction & broad search | Search "Elika" not "Elika's mother" |
| 2 | Regex patterns for variations | \`/(elika|erika|eli)/i\` |
| 3 | Read content, infer relationships | Found [[Elika]] → check for family refs |
| 4 | Synonyms & variations | Try nicknames, abbreviations, related terms |
| 5 | Contextual exploration | Check tags, backlinks, folder structure |
### 1. Simple Tasks (1-3 steps)
\`\`\`
1. Create note Z synthesizing information about X
context: "Relevant notes found: notes/topic-a.md (covers A), notes/topic-b.md (covers B). Key findings: …"
\`\`\`
**Only after exhausting all tiers**: Acknowledge search scope, explain strategies attempted, note limitations in your plan.
### 2. Medium Complexity (4-7 steps)
\`\`\`
1. Update notes/project.md with revised status
context: "Current file has outdated January status. New status should reflect milestones in notes/log.md"
2. Create summary.md synthesizing project findings
context: "Source notes: notes/research-1.md, notes/research-2.md. Key themes: …"
3. Update index.md to link to the new summary
context: "Index file at notes/index.md. Add link under ## Research section"
\`\`\`
**Detailed Tier Breakdown:**
### 3. Complex Tasks (8+ steps)
Use phased execution — every step is still an action, not discovery:
\`\`\`
Phase 1: Modifications
- Steps 1-3: Update existing notes (context includes specific paths and changes)
**Tier 1 - Entity Extraction**:
- Extract the core entities from the query
- Search for each entity independently before combining
- Avoid searching for full phrases—break them down
Phase 2: Creation
- Steps 4-6: Create new notes (context includes source material from exploration)
**Tier 2 - Regex Pattern Matching**:
- Apply case-insensitive patterns immediately
- Use alternation for known variations
- Deploy wildcards for partial matches
Phase 3: Linking
- Steps 7-8: Update cross-references (context includes files from prior phases)
\`\`\`
**Tier 3 - Content Analysis**:
- Read the content of found notes, not just filenames
- Look for implicit references and relationships
- Check for mentions within note bodies
## Vault Conventions
**Tier 4 - Synonym Exploration**:
- Try related terms, abbreviations, acronyms
- Consider domain-specific terminology
- Account for user's personal naming conventions (learned from other notes)
### 1. Wiki-Links
Preserve and extend the knowledge graph:
- Reference existing notes with [[wiki-link]] notation
- Specify links to related content when creating new notes
- Plan for bidirectional linking where appropriate
**Tier 5 - Contextual Inference**:
- Explore tags associated with related notes
- Follow backlinks to discover connections
- Check folder structures for organizational patterns
- Read related notes to infer missing information
### 2. File Types
- **Text notes**: Searchable, creatable, updatable inline
- **Images/PDFs**: Must be read first, then referenced — plan explicit read steps
- **Complex structures**: May need multi-step processing
### Search Progression Example
## Execution Agent Available Tools
**User Request**: "Summarize my machine learning research"
**Your Search Progression:**
1. **Tier 1**: Direct search for "machine learning"
2. **Tier 2**: Regex \`/(machine.?learning|ML|neural|deep.?learning)/i\`
3. **Tier 3**: Read found notes, look for related project references
4. **Tier 4**: Search "AI", "models", "training", "datasets"
5. **Tier 5**: Check #research or #ml tags, explore /projects/ folder, follow [[AI]] backlinks
**Only then** design your plan based on what actually exists.
### Non-Markdown Content
When your exploratory searches return or reference images or PDFs:
- **Read them** rather than just noting their existence
- Extract relevant information to inform your plan
- Account for their content in your plan steps
- The execution agent can and should read these files—plan for it
### When Vault Returns No Results
**NEVER give up unless additional comprehensive searches with alternative terms have been performed.**
If extensive searching yields nothing:
1. Document the search strategies you attempted
2. Note this limitation in your plan context
3. Design plan steps that account for potential absence of information
4. Consider whether the plan should include creating foundational notes
---
## Plan Generation Principles
**Atomic Steps**: Break down the objective into clear, single-responsibility steps
- Each step should have ONE clear action
- Steps should be ordered to respect dependencies
- Steps should be unconditional actions (avoid "if X then Y" patterns)
- Let the execution agent report outcomes; the orchestration agent handles routing
**Why unconditional steps matter**:
- Conditional steps ("delete if exists") create ambiguity about what success means
- Execution agents may interpret conditions as permission to skip actions
- The orchestration layer loses visibility into what actually happened
- Unconditional steps ensure clear outcomes: "done" or "couldn't do it"
**Complete Context**: Each step's context must contain everything the execution agent needs to act without searching
- File paths must be specific and complete (e.g., \`templates/character-template.md\`, not "the character template")
- Content references should include actual content or detailed descriptions, not just file names
- If a step depends on a template, config, or reference file — include the path and relevant content in context
- The execution agent can recover from minor gaps, but incomplete context wastes time and risks replanning
**Failure Anticipation**: Build robustness into your plans
- Identify steps that might fail and why
- Suggest fallback strategies for critical operations
- Note when human intervention might be needed
## Available Tools
The main agent has access to the following vault operation capabilities:
The execution agent has access to these vault operations:
${AIToolDefinitions.compactSummaryForPlanningAgent()}
**Important**:
- Design your plan steps around these capabilities
- The main agent will select the appropriate tools during execution
- Each step should be clear about what needs to be accomplished
## Planning Architecture Patterns
**Key Principle: You already explored the vault. Pass what you found as step context — do NOT create execution steps to re-discover it.**
Your exploration phase gives you the information needed to write action-oriented steps. Each step's \`context\` field should contain the specific files, paths, content, and findings the execution agent needs.
### For Simple Tasks (1-3 steps)
\`\`\`
1. Create note Z synthesizing information about X
context: "Relevant notes found: notes/topic-a.md (covers A), notes/topic-b.md (covers B). Key findings: ..."
\`\`\`
### For Medium Complexity (4-7 steps)
\`\`\`
1. Update notes/project.md with revised status
context: "Current file contains outdated status from January. New status should reflect completed milestones found in notes/log.md"
2. Create summary.md synthesizing project findings
context: "Source notes: notes/research-1.md, notes/research-2.md, notes/experiment.md. Key themes: ..."
3. Update index.md to link to the new summary
context: "Index file is at notes/index.md. Add link under ## Research section"
\`\`\`
### For Complex Tasks (8+ steps)
Use phased execution — but every step should be an action, not discovery:
\`\`\`
Phase 1: Modifications
- Steps 1-3: Update existing notes with new information
(each step's context includes the specific file paths and what to change)
Phase 2: Creation
- Steps 4-6: Create new notes synthesizing findings
(each step's context includes source material discovered during planning)
Phase 3: Linking
- Steps 7-8: Update cross-references and index notes
(each step's context includes the files created/modified in prior phases)
\`\`\`
## Obsidian Vault-Specific Considerations
### Wiki-Link Integration
Plans should preserve and create knowledge graph connections:
- When referencing existing notes, use [[wiki-link]] notation
- When creating new notes, specify links to related content
- Plan for bidirectional linking where appropriate
### File Type Handling
Account for different content types:
- **Text notes**: Can be searched, created, updated inline
- **Images/PDFs**: Must be read first, then referenced—plan explicit read steps
- **Complex structures**: May need multi-step processing
## Replanning Protocol
If the main agent requests a replan:
1. Analyze the feedback provided
2. Identify what went wrong and why
3. Perform additional exploratory work if needed—use progressive search tiers
4. Generate an updated plan addressing the issues
DO NOT simply retry the same approach—learn from the failure and try alternative search strategies.
Design your plan steps around these capabilities. The execution agent selects the appropriate tools during execution.
## Quality Checklist
Before returning any plan, verify:
- [ ] Have I explored the vault thoroughly using progressive search tiers?
- [ ] Did I try regex patterns when initial searches failed?
- [ ] Have I read (not just noted) relevant images/PDFs?
- [ ] Is each step an action, not a discovery task for information I already have?
- [ ] Have I passed my exploration findings as step context where relevant?
- [ ] Is each step atomic and clearly defined?
- [ ] Are steps written as unconditional actions (no "if X" conditions)?
- [ ] Do step dependencies make logical sense?
- [ ] Have I anticipated likely failure modes?
- [ ] Does the plan preserve Obsidian's knowledge graph through wiki-links?
- [ ] Is the output structure valid and complete?
- [ ] Have I documented search limitations if relevant information wasn't found?
- [ ] Vault explored thoroughly using progressive search tiers
- [ ] Regex patterns tried when initial searches failed
- [ ] Relevant images/PDFs read, not just noted
- [ ] Each step is an action, not a discovery task for information already found
- [ ] Exploration findings passed as step context
- [ ] Each step is atomic and unconditional
- [ ] Step dependencies are logically ordered
- [ ] Likely failure modes anticipated
- [ ] Wiki-links preserved or created where appropriate
- [ ] Search limitations documented if relevant information wasn't found
## Anti-Patterns to Avoid
❌ Planning without vault exploration—always search first
❌ Accepting a single failed search as conclusive—use progressive tiers
❌ Searching literal phrases instead of extracting key entities
❌ Ignoring regex patterns when direct searches fail
❌ Noting that images/PDFs exist without reading them
❌ Ignoring failure modes—plan for things going wrong
❌ Over-complex plans for simple tasks—match complexity to need
❌ Micromanaging execution instead of providing actionable guidance
❌ Missing wiki-link opportunities—always preserve knowledge graph
❌ Planning steps that don't align with available tools
❌ Embedding conditional logic in steps—write unconditional actions, let orchestration handle routing
❌ Creating transitionary steps—combine content generation with target action
❌ Creating discovery steps for information already found during exploration—pass it as step context
### Critical Anti-Pattern: Giving Up Too Early on Searches
**Never conclude "information not found" after a single search attempt.**
Before reporting that information doesn't exist:
1. Try at least 3 different search formulations
2. Use regex with alternations and wildcards
3. Search for related/adjacent concepts
4. Check tags, folders, and backlinks
5. Read related notes for implicit references
Only after exhausting these strategies should you note the limitation in your plan.
### Critical Anti-Pattern: Redundant Discovery Steps
**Never create execution steps to find information you already discovered during exploration.**
You have search and read tools. You used them during your exploration phase. If you already found the relevant files, read their content, and understand the vault state — pass that knowledge as step context. Do not ask an execution agent to re-discover it.
❌ **Bad (redundant discovery)**:
1. Search for all notes tagged #project
2. Read the found project notes
3. Create summary.md synthesizing the project notes
✅ **Good (context-enriched action)**:
1. Create summary.md synthesizing the project notes
context: "Found 4 project notes during exploration: projects/alpha.md (web app, status: active), projects/beta.md (CLI tool, status: complete), projects/gamma.md (API, status: planning), projects/delta.md (docs site, status: active). Key themes: ..."
The only time an execution step should search is when the planning agent **cannot know** what will exist at execution time (e.g., after a prior step creates or modifies files).
### Critical Anti-Pattern: Conditional Steps
**Never write steps like:**
- "Delete X if it exists"
- "Update Y only if Z"
- "Create backup unless one already exists"
**Instead write:**
- "Delete X" → execution reports outcome
- "Update Y with Z" → execution reports what changed
- "Create backup of X" → execution reports success/failure
The execution agent executes and reports. The orchestration agent interprets and routes. Embedding conditions in steps breaks this separation.
### Critical Anti-Pattern: Transitionary Steps
**Never create steps that generate intermediate output to be used by a later step.**
The execution agent performs actions with tools—it does not produce content that gets "passed forward" for use in subsequent steps. There is no mechanism for content handoff between steps.
**Never write steps like:**
- "Generate content for the new note"
- "Draft the summary text"
- "Prepare the data to be written"
- "Compose the message"
**Instead, combine generation with the target action:**
- "Create new note with [description of content]"
- "Write summary note synthesizing findings from the search"
- "Create file containing [specific content requirements]"
**Example:**
❌ **Bad (transitionary steps)**:
1. Search vault for project notes
2. Generate a summary of the findings
3. Create summary.md with the generated content
✅ **Good (combined action)**:
1. Search vault for project notes
2. Create summary.md containing a synthesis of the project notes found
The execution agent can generate content AND write it to a file in a single step. Splitting these creates confusion—the agent will either output raw text (which goes nowhere) or try to execute prematurely.
## Example Planning Flow
## Example
**User Request**: "Create a summary of all my machine learning notes"
**Your Exploration Phase** (before creating the plan):
1. Direct search: "machine learning" → found 3 notes
2. Regex search: \`/(ML|machine.?learning|neural|deep.?learning)/i\` → found 2 more
3. Tag search: #ml, #ai, #research → found 1 more
4. Folder exploration: /projects/, /research/ → found 2 more
**Exploration Phase** (before creating the plan):
1. Direct search: "machine learning" → 3 notes
2. Regex: \`/(ML|machine.?learning|neural|deep.?learning)/i\` → 2 more
3. Tag search: #ml, #ai, #research → 1 more
4. Folder exploration: /projects/, /research/ → 2 more
5. Backlink check: [[AI]] references → confirmed coverage
6. Read the 8 found notes to understand their content and themes
6. Read the 8 found notes to understand content and themes
**Your Plan** (action steps only — no redundant discovery):
**Plan** (action steps only):
1. Create [[Machine Learning Summary]] note synthesizing key concepts, linking to source notes
context: "Found 8 ML-related notes to synthesize: research/neural-networks.md (covers CNN architectures), research/transformers.md (attention mechanisms), projects/ml-classifier.md (practical implementation of random forest), ... [key themes: supervised learning, neural architectures, NLP applications]"
context: "Found 8 ML-related notes: research/neural-networks.md (CNN architectures), research/transformers.md (attention mechanisms), projects/ml-classifier.md (random forest implementation), … Key themes: supervised learning, neural architectures, NLP applications"
Note how the plan is a single action step. The planning agent already did the discovery — it passes everything the execution agent needs via context. There is no "Step 1: Search for ML notes" because that work is already done.
**Remember**: You are the strategic intelligence of the system. Your exploration phase IS the discovery. Pass your findings forward as step context so execution agents can take direct action.
The planning agent already did the discovery. The execution agent gets everything it needs via context.
`;

3
Components/ChatPlanArea.svelte
View file

@ -1,5 +1,6 @@
<script lang="ts">
import { setElementIcon } from "Helpers/ElementHelper";
import { Copy } from "Enums/Copy";
import Spinner from "./Spinner.svelte";
import { tick, onDestroy } from "svelte";
import { fade, slide } from "svelte/transition";
@ -116,7 +117,7 @@
{#if busyPlanning}
<div id="chat-planning-in-progress" transition:slide>
<Spinner {editModeActive} alternateBackground={true}/>
<span id="chat-planning-in-progress-text">{$executionPlanState.plan?.isReplan ? "Replanning in progress..." : "Planning in progress..."}</span>
<span id="chat-planning-in-progress-text">{Copy.PlanningInProgress}</span>
</div>
{/if}
{#if steps && steps?.length > 0}

6
Enums/AITool.ts
View file

@ -12,10 +12,12 @@ export enum AITool {
// multi agent calls
ExecuteWorkflow = "execute_workflow",
Replan = "replan",
SubmitPlan = "submit_plan",
CompleteStep = "complete_step",
CompleteTask = "complete_task",
CompleteStep = "complete_step",
SkipStep = "skip_step",
ReviseStep = "revise_step",
RevisePlan = "revise_plan",
ContinuePlanExecution = "continue_plan_execution",
CompletePlan = "complete_plan",
CancelPlan = "cancel_plan",

1
Enums/Copy.ts
View file

@ -75,6 +75,7 @@ export enum Copy {
AIThoughtMessage = "Thinking...",
AIThoughtGeneratingNote = "Generating note contents...",
AIThoughtPreparingQuery = "Preparing user query...",
PlanningInProgress = "Planning in progress...",
// Rate Limit Countdown
RateLimitCountdown = "Rate limit exceeded retrying in {seconds}...",

4
Services/AIServices/AIToolService.ts
View file

@ -123,12 +123,14 @@ export class AIToolService {
// multi-agent functions are handled elsewhere - this shouldn't really ever get hit
case AITool.ExecuteWorkflow:
case AITool.ContinuePlanExecution:
case AITool.Replan:
case AITool.SubmitPlan:
case AITool.AskUserQuestionPlanning:
case AITool.AskUserQuestionExecution:
case AITool.CompleteTask:
case AITool.CompleteStep:
case AITool.SkipStep:
case AITool.ReviseStep:
case AITool.RevisePlan:
case AITool.CompletePlan:
case AITool.CancelPlan: {
Exception.log(`Multi-agent function ${toolCall.name} should not be handled by AIToolService`);

298
Services/AIServices/OrchestrationAgent.ts
View file

@ -1,4 +1,4 @@
import { CancelPlanArgsSchema, CompletePlanArgsSchema, CompleteStepArgsSchema, ReplanArgsSchema, type ExecuteWorkflowArgs } from "AIClasses/Schemas/AIToolSchemas";
import { RevisePlanArgsSchema, CancelPlanArgsSchema, CompletePlanArgsSchema, CompleteStepArgsSchema, ReviseStepArgsSchema, SkipStepArgsSchema, type ExecuteWorkflowArgs } from "AIClasses/Schemas/AIToolSchemas";
import { BaseAgent } from "./BaseAgent";
import { ConversationContent } from "Conversations/ConversationContent";
import { Role } from "Enums/Role";
@ -17,7 +17,7 @@ import { DebugColor } from "Enums/DebugColor";
import { AIToolUsageMode } from "Enums/AIToolUsageMode";
export class OrchestrationAgent extends BaseAgent {
private static readonly MAX_AGENT_DEPTH: number = 3;
private orchestrationDepth: number = 0;
@ -33,88 +33,108 @@ export class OrchestrationAgent extends BaseAgent {
const planningAgent = new PlanningAgent();
planningAgent.resolveAIProvider();
callbacks.onPlanReset();
callbacks.onPlanningStarted();
this.debugService?.log("OrchestrationAgent", "Spawning PlanningAgent to generate execution plan");
const executionPlan = await planningAgent.runPlanningAgent(planningConversation, callbacks);
callbacks.onPlanningFinished();
if (!executionPlan) {
this.debugService?.log("OrchestrationAgent", "Planning failed - no execution plan generated");
return { message: Copy.PlanningFailedNoSteps };
}
this.debugService?.log("OrchestrationAgent", `Execution plan received with ${executionPlan.executionSteps.length} steps`);
callbacks.onPlanUpdate(executionPlan);
let stepIndex = 0;
let planCompleted = false;
let isReplan = false;
while (!planCompleted) {
callbacks.onPlanReset();
callbacks.onPlanningStarted();
this.debugService?.log("OrchestrationAgent", "Spawning PlanningAgent to generate execution plan");
const executionPlan = await planningAgent.runPlanningAgent(planningConversation, callbacks, isReplan);
while (stepIndex < executionPlan.executionSteps.length && !planCompleted) {
const step = executionPlan.executionSteps[stepIndex];
callbacks.onPlanStepUpdate(stepIndex);
this.debugService?.log("OrchestrationAgent", `Executing step ${stepIndex + 1}/${executionPlan.executionSteps.length}: ${step.description}`);
const executionAgent = new ExecutionAgent();
executionAgent.resolveAIProvider();
callbacks.onPlanningFinished();
const executionResult = await executionAgent.runExecutionAgent(step, callbacks);
if (!executionPlan) {
this.debugService?.log("OrchestrationAgent", "Planning failed - no execution plan generated");
return { message: Copy.PlanningFailedNoSteps };
if (!executionResult) {
this.debugService?.log("OrchestrationAgent", `Step ${stepIndex + 1} failed to execute - workflow aborted`);
return { message: replaceCopy(Copy.WorkflowFailedAtStep, [step.description]) };
}
this.debugService?.log("OrchestrationAgent", `Execution plan received with ${executionPlan.executionSteps.length} steps`);
callbacks.onPlanUpdate(executionPlan);
let currentStepIndex = 0;
for (const [index, step] of executionPlan.executionSteps.entries()) {
currentStepIndex = index;
callbacks.onPlanStepUpdate(currentStepIndex);
this.debugService?.log("OrchestrationAgent", `Executing step ${index + 1}/${executionPlan.executionSteps.length}: ${step.description}`);
this.debugService?.log("OrchestrationAgent", "Spawning ExecutionAgent for step");
const executionAgent = new ExecutionAgent();
executionAgent.resolveAIProvider();
const executionResult = await executionAgent.runExecutionAgent(step, callbacks);
if (!executionResult) {
this.debugService?.log("OrchestrationAgent", `Step ${index + 1} failed to execute - workflow aborted`);
return { message: replaceCopy(Copy.WorkflowFailedAtStep, [step.description]) };
}
if (executionResult.success) {
this.debugService?.log("OrchestrationAgent", `Step ${index + 1} succeeded: ${executionResult.description}`);
planningConversation.contents.push(new ConversationContent({
role: Role.User,
content: `Step ${index + 1} executed with the following result: ${executionResult.description}`
}));
} else {
this.debugService?.log("OrchestrationAgent", `Step ${index + 1} failed: ${executionResult.description}`);
planningConversation.contents.push(new ConversationContent({
role: Role.User,
content: `Step ${index + 1} failed to execute to completion. Result: ${executionResult.description}`
}));
}
this.orchestrationDepth = 0;
const orchestrationResult = await this.runOrchestrationAgentLoop(planningConversation, callbacks);
if (orchestrationResult.continue) {
this.debugService?.log("OrchestrationAgent", `Orchestration decision: CONTINUE${orchestrationResult.continueContext ? ' (with context)' : ''}`);
if (orchestrationResult.continueContext && index + 1 < executionPlan.executionSteps.length) {
const nextStep = executionPlan.executionSteps[index + 1];
nextStep.context = nextStep.context
? nextStep.context.concat("\n\n", orchestrationResult.continueContext)
: orchestrationResult.continueContext;
}
continue;
}
if (orchestrationResult.abort) {
this.debugService?.log("OrchestrationAgent", `Orchestration decision: ABORT - ${orchestrationResult.abortContext}`);
return {
message: replaceCopy(Copy.WorkflowAborted, [orchestrationResult.abortContext]),
};
}
if (orchestrationResult.replan) {
this.debugService?.log("OrchestrationAgent", `Orchestration decision: REPLAN - ${orchestrationResult.replanContext}`);
planningConversation.contents.push(new ConversationContent({
role: Role.User,
content: `A replan was requested when attempting to execute Step ${index + 1}. Replan context: ${orchestrationResult.replanContext}`
}));
break;
}
if (orchestrationResult.complete) {
callbacks.onPlanStepUpdate(executionPlan.executionSteps.length);
planCompleted = true;
}
if (executionResult.success) {
this.debugService?.log("OrchestrationAgent", `Step ${stepIndex + 1} succeeded: ${executionResult.description}`);
planningConversation.contents.push(new ConversationContent({
role: Role.User,
content: `Step ${stepIndex + 1} executed with the following result: ${executionResult.description}`
}));
} else {
this.debugService?.log("OrchestrationAgent", `Step ${stepIndex + 1} failed: ${executionResult.description}`);
planningConversation.contents.push(new ConversationContent({
role: Role.User,
content: `Step ${stepIndex + 1} failed to execute to completion. Result: ${executionResult.description}`
}));
}
this.orchestrationDepth = 0;
const orchestrationResult = await this.runOrchestrationAgentLoop(planningConversation, callbacks);
if (orchestrationResult.continue) {
this.debugService?.log("OrchestrationAgent", `Orchestration decision: CONTINUE${orchestrationResult.continueContext ? ' (with context)' : ''}`);
if (orchestrationResult.continueContext && stepIndex + 1 < executionPlan.executionSteps.length) {
const nextStep = executionPlan.executionSteps[stepIndex + 1];
nextStep.context = nextStep.context
? nextStep.context.concat("\n\n", orchestrationResult.continueContext)
: orchestrationResult.continueContext;
}
stepIndex++;
continue;
}
if (orchestrationResult.reviseStep) {
if (orchestrationResult.revisedDescription !== undefined) {
step.description = orchestrationResult.revisedDescription;
}
if (orchestrationResult.revisedInstruction !== undefined) {
step.instruction = orchestrationResult.revisedInstruction;
}
if (orchestrationResult.revisedContext !== undefined) {
step.context = orchestrationResult.revisedContext;
}
this.debugService?.log("OrchestrationAgent", `Orchestration decision: REVISE_STEP ${stepIndex + 1} - retrying: ${step.description}`);
callbacks.onPlanStepUpdate(stepIndex);
continue;
}
if (orchestrationResult.revisePlan) {
this.debugService?.log("OrchestrationAgent", `Orchestration decision: REVISE_PLAN — replacing current + remaining ${executionPlan.executionSteps.length - stepIndex} step(s) with ${orchestrationResult.revisedSteps.length} new step(s)`);
executionPlan.executionSteps.splice(stepIndex, executionPlan.executionSteps.length - stepIndex, ...orchestrationResult.revisedSteps);
callbacks.onPlanUpdate(executionPlan);
continue;
}
if (orchestrationResult.skipStep) {
this.debugService?.log("OrchestrationAgent", `Orchestration decision: SKIP_STEP — ${orchestrationResult.skipReason}`);
planningConversation.contents.push(new ConversationContent({
role: Role.User,
content: `Step ${stepIndex + 1} was skipped. Reason: ${orchestrationResult.skipReason}`
}));
stepIndex++;
continue;
}
if (orchestrationResult.abort) {
this.debugService?.log("OrchestrationAgent", `Orchestration decision: ABORT — ${orchestrationResult.abortContext}`);
return { message: replaceCopy(Copy.WorkflowAborted, [orchestrationResult.abortContext]) };
}
if (orchestrationResult.complete) {
this.debugService?.log("OrchestrationAgent", "Orchestration decision: COMPLETE_PLAN");
callbacks.onPlanStepUpdate(executionPlan.executionSteps.length);
planCompleted = true;
}
isReplan = true;
}
this.debugService?.log("OrchestrationAgent", "Planned workflow completed - requesting summary");
@ -152,6 +172,17 @@ export class OrchestrationAgent extends BaseAgent {
return Promise.resolve({ shouldExit: false });
}
// Vault tools — execute and continue (for recovery searches)
if (isAITool(toolCallName, AITool.SearchVaultFiles) ||
isAITool(toolCallName, AITool.ReadVaultFiles) ||
isAITool(toolCallName, AITool.ListVaultFiles)) {
this.debugService?.log("Orchestration", `Vault tool called for recovery: ${toolCallName}`);
this.updateThought(toolCall, callbacks);
const toolResponse = await this.aiToolService.performAITool(toolCall);
planningConversation.addFunctionResponse(toolResponse);
return Promise.resolve({ shouldExit: false });
}
if (isAITool(toolCallName, AITool.CompleteStep)) {
const parseResult = CompleteStepArgsSchema.safeParse(toolCall.arguments);
if (!parseResult.success) {
@ -170,17 +201,91 @@ export class OrchestrationAgent extends BaseAgent {
));
return Promise.resolve({ shouldExit: false });
}
this.debugService?.log("Orchestration", `CompleteStep called (confirmed: ${parseResult.data.confirm_completion})`);
this.debugService?.log("Orchestration", "CompleteStep called");
this.updateThought(toolCall, callbacks);
planningConversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ message: "Step Completed" },
{ message: "Step completed" },
toolCall.toolId
));
orchestrationResult = new OrchestrationResult({ continue: true, continueContext: parseResult.data.context_for_next_step });
return Promise.resolve({ shouldExit: true });
}
if (isAITool(toolCallName, AITool.ReviseStep)) {
const parseResult = ReviseStepArgsSchema.safeParse(toolCall.arguments);
if (!parseResult.success) {
planningConversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ error: `Invalid arguments for ${AITool.ReviseStep}: ${parseResult.error.message}` },
toolCall.toolId
));
return Promise.resolve({ shouldExit: false });
}
this.debugService?.log("Orchestration", "ReviseStep called");
this.updateThought(toolCall, callbacks);
planningConversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ message: "Step revision accepted — retrying" },
toolCall.toolId
));
orchestrationResult = new OrchestrationResult({
reviseStep: true,
revisedDescription: parseResult.data.revised_description,
revisedInstruction: parseResult.data.revised_instruction,
revisedContext: parseResult.data.revised_context
});
return Promise.resolve({ shouldExit: true });
}
if (isAITool(toolCallName, AITool.RevisePlan)) {
const parseResult = RevisePlanArgsSchema.safeParse(toolCall.arguments);
if (!parseResult.success) {
planningConversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ error: `Invalid arguments for ${AITool.RevisePlan}: ${parseResult.error.message}` },
toolCall.toolId
));
return Promise.resolve({ shouldExit: false });
}
this.debugService?.log("Orchestration", `RevisePlan called — ${parseResult.data.steps.length} new step(s)`);
this.updateThought(toolCall, callbacks);
planningConversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ message: `Plan revised with ${parseResult.data.steps.length} remaining step(s)` },
toolCall.toolId
));
orchestrationResult = new OrchestrationResult({
revisePlan: true,
revisedSteps: parseResult.data.steps
});
return Promise.resolve({ shouldExit: true });
}
if (isAITool(toolCallName, AITool.SkipStep)) {
const parseResult = SkipStepArgsSchema.safeParse(toolCall.arguments);
if (!parseResult.success) {
planningConversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ error: `Invalid arguments for ${AITool.SkipStep}: ${parseResult.error.message}` },
toolCall.toolId
));
return Promise.resolve({ shouldExit: false });
}
this.debugService?.log("Orchestration", `SkipStep called — ${parseResult.data.reason}`);
this.updateThought(toolCall, callbacks);
planningConversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ message: "Step skipped" },
toolCall.toolId
));
orchestrationResult = new OrchestrationResult({
skipStep: true,
skipReason: parseResult.data.reason
});
return Promise.resolve({ shouldExit: true });
}
if (isAITool(toolCallName, AITool.CompletePlan)) {
const parseResult = CompletePlanArgsSchema.safeParse(toolCall.arguments);
if (!parseResult.success) {
@ -199,38 +304,17 @@ export class OrchestrationAgent extends BaseAgent {
));
return Promise.resolve({ shouldExit: false });
}
this.debugService?.log("Orchestration", `CompletePlan called (confirmed: ${parseResult.data.confirm_completion})`);
this.debugService?.log("Orchestration", "CompletePlan called");
this.updateThought(toolCall, callbacks);
planningConversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ message: "Plan Completed" },
{ message: "Plan completed" },
toolCall.toolId
));
orchestrationResult = new OrchestrationResult({ complete: true });
return Promise.resolve({ shouldExit: true });
}
if (isAITool(toolCallName, AITool.Replan)) {
const parseResult = ReplanArgsSchema.safeParse(toolCall.arguments);
if (!parseResult.success) {
planningConversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ error: `Invalid arguments for ${AITool.Replan}: ${parseResult.error.message}` },
toolCall.toolId
));
return Promise.resolve({ shouldExit: false });
}
this.debugService?.log("Orchestration", `Replan requested: ${parseResult.data.context}`);
this.updateThought(toolCall, callbacks);
planningConversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ message: "Replan Requested" },
toolCall.toolId
));
orchestrationResult = new OrchestrationResult({ replan: true, replanContext: parseResult.data.context });
return Promise.resolve({ shouldExit: true });
}
if (isAITool(toolCallName, AITool.CancelPlan)) {
const parseResult = CancelPlanArgsSchema.safeParse(toolCall.arguments);
if (!parseResult.success) {
@ -241,11 +325,11 @@ export class OrchestrationAgent extends BaseAgent {
));
return Promise.resolve({ shouldExit: false });
}
this.debugService?.log("Orchestration", `Plan cancellation requested: ${parseResult.data.context}`);
this.debugService?.log("Orchestration", `CancelPlan called — ${parseResult.data.context}`);
this.updateThought(toolCall, callbacks);
planningConversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ message: "Plan Cancelled" },
{ message: "Plan cancelled" },
toolCall.toolId
));
orchestrationResult = new OrchestrationResult({ abort: true, abortContext: parseResult.data.context });
@ -272,18 +356,18 @@ export class OrchestrationAgent extends BaseAgent {
}
private setAgentPromptAndTools(): void {
if (!this.ai) { // this shouldn't ever happen
if (!this.ai) {
Exception.throw("Error: No AI provider has been set!");
}
this.ai.agentType = AgentType.Orchestration;
this.ai.aiToolUsageMode = AIToolUsageMode.Enabled;
this.ai.systemPrompt = this.aiPrompt.orchestrationInstruction();
this.ai.userInstruction = ""; // do not include user instruction for orchestration agent
this.ai.userInstruction = "";
this.ai.aiToolDefinitions = AIToolDefinitions.orchestrationAgentDefinitions();
}
protected override setDebugColor(): void {
this.debugService?.setDebugColor(DebugColor.ORANGE);
}
}

8
Services/AIServices/PlanningAgent.ts
View file

@ -20,7 +20,7 @@ export class PlanningAgent extends BaseAgent {
private planningDepth: number = 0;
public async runPlanningAgent(conversation: Conversation, callbacks: IChatServiceCallbacks, isReplan: boolean): Promise<ExecutionPlan | undefined> {
public async runPlanningAgent(conversation: Conversation, callbacks: IChatServiceCallbacks): Promise<ExecutionPlan | undefined> {
await this.setAgentPromptAndTools();
let capturedPlan: ExecutionPlan | null = null;
@ -30,7 +30,7 @@ export class PlanningAgent extends BaseAgent {
return;
}
this.planningDepth++;
this.debugService?.log("PlanningAgent", `Starting PlanningAgent (isReplan: ${isReplan}, depth: ${this.planningDepth}/${PlanningAgent.MAX_AGENT_DEPTH})`);
this.debugService?.log("PlanningAgent", `Starting PlanningAgent (depth: ${this.planningDepth}/${PlanningAgent.MAX_AGENT_DEPTH})`);
await this.runAgentLoop(AgentType.Planning, conversation, callbacks, async (toolCall) => {
const toolCallName = toolCall.name;
@ -78,7 +78,7 @@ export class PlanningAgent extends BaseAgent {
return { shouldExit: false };
}
this.debugService?.log("PlanningAgent", `Plan submitted successfully with ${parseResult.data.steps.length} steps`);
capturedPlan = new ExecutionPlan(parseResult.data, isReplan);
capturedPlan = new ExecutionPlan(parseResult.data);
conversation.addFunctionResponse(new AIToolResponse(
toolCallName,
{ message: Copy.PlanReceived },
@ -101,7 +101,7 @@ export class PlanningAgent extends BaseAgent {
content: Copy.PlanSubmissionRequired,
shouldDisplayContent: false
}));
return await this.runPlanningAgent(conversation, callbacks, isReplan);
return await this.runPlanningAgent(conversation, callbacks);
}
return capturedPlan;
}

4
Types/ExecutionPlan.ts
View file

@ -3,12 +3,10 @@ import type { SubmitPlanArgs } from "AIClasses/Schemas/AIToolSchemas";
export class ExecutionPlan {
public readonly isReplan: boolean;
public readonly executionSteps: ExecutionStep[];
public constructor(plan: SubmitPlanArgs, isReplan: boolean) {
public constructor(plan: SubmitPlanArgs) {
this.executionSteps = plan.steps;
this.isReplan = isReplan;
}
}

33
Types/OrchestrationResult.ts
View file

@ -1,11 +1,19 @@
import type { ExecutionStep } from "./ExecutionStep";
type OrchestrationResultInit = {
continue?: boolean;
continueContext?: string;
abort?: boolean;
abortContext?: string;
replan?: boolean;
replanContext?: string;
complete?: boolean;
skipStep?: boolean;
skipReason?: string;
reviseStep?: boolean;
revisedDescription?: string;
revisedInstruction?: string;
revisedContext?: string;
revisePlan?: boolean;
revisedSteps?: ExecutionStep[];
};
export class OrchestrationResult {
@ -14,18 +22,29 @@ export class OrchestrationResult {
public continueContext: string;
public abort: boolean;
public abortContext: string;
public replan: boolean;
public replanContext: string;
public complete: boolean;
public skipStep: boolean;
public skipReason: string;
public reviseStep: boolean;
public revisedDescription: string | undefined;
public revisedInstruction: string | undefined;
public revisedContext: string | undefined;
public revisePlan: boolean;
public revisedSteps: ExecutionStep[];
constructor(init: OrchestrationResultInit) {
this.continue = init.continue ?? false;
this.continueContext = init.continueContext ?? "";
this.abort = init.abort ?? false;
this.abortContext = init.abortContext ?? "";
this.replan = init.replan ?? false;
this.replanContext = init.replanContext ?? "";
this.complete = init.complete ?? false;
this.skipStep = init.skipStep ?? false;
this.skipReason = init.skipReason ?? "";
this.reviseStep = init.reviseStep ?? false;
this.revisedInstruction = init.revisedInstruction;
this.revisedContext = init.revisedContext;
this.revisePlan = init.revisePlan ?? false;
this.revisedSteps = init.revisedSteps ?? [];
}
}
}

42
__tests__/Services/MultiAgentIntegration.test.ts
View file

@ -141,46 +141,10 @@ describe('Multi-Agent Integration Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(result).toBeDefined();
expect(result?.executionSteps).toHaveLength(1);
expect(result?.isReplan).toBe(false);
});
it('should mark plan as replan when requested', async () => {
const service = new PlanningAgent();
const conversation = new Conversation();
conversation.contents.push(new ConversationContent({
role: Role.User,
content: 'Revise plan'
}));
const callbacks = createMockCallbacks();
mockAI.streamRequest.mockImplementation(async function* () {
yield {
content: 'Replan',
toolCall: new AIToolCall(
AITool.SubmitPlan,
{
steps: [
{
description: 'Revised step',
instruction: 'New approach'
}
]
},
'tool-1'
),
isComplete: true
};
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, true);
expect(result).toBeDefined();
expect(result?.isReplan).toBe(true);
});
});
@ -321,7 +285,7 @@ describe('Multi-Agent Integration Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
// Should return undefined after max depth
expect(result).toBeUndefined();
@ -432,7 +396,7 @@ describe('Multi-Agent Integration Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(mockAIToolService.performAITool).toHaveBeenCalled();
expect(result).toBeDefined();

67
__tests__/Services/PlanningAgent.test.ts
View file

@ -115,11 +115,10 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(result).toBeDefined();
expect(result?.executionSteps).toHaveLength(3);
expect(result?.isReplan).toBe(false);
expect(result?.executionSteps[0].description).toBe('Search for notes');
expect(result?.executionSteps[1].description).toBe('Categorize notes');
expect(result?.executionSteps[2].description).toBe('Create index');
@ -153,45 +152,11 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(result).toBeDefined();
expect(result?.executionSteps).toHaveLength(1);
});
it('should mark plan as replan when isReplan is true', async () => {
const callbacks = createMockCallbacks();
const conversation = new Conversation();
conversation.contents.push(new ConversationContent({
role: Role.User,
content: 'Previous plan failed, create new plan'
}));
mockAI.streamRequest.mockImplementation(async function* () {
yield {
content: 'Replan',
toolCall: new AIToolCall(
AITool.SubmitPlan,
{
steps: [
{
description: 'Revised approach',
instruction: 'New strategy'
}
]
},
'tool-1'
),
isComplete: true
};
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, true);
expect(result).toBeDefined();
expect(result?.isReplan).toBe(true);
});
});
describe('SubmitPlan validation', () => {
@ -247,7 +212,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(result).toBeDefined();
expect(attemptCount).toBeGreaterThan(1);
@ -293,7 +258,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(result).toBeDefined();
expect(attemptCount).toBe(2);
@ -351,7 +316,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(callbacks.onUserQuestion).toHaveBeenCalledWith('What topic should I search for?');
expect(result).toBeDefined();
@ -421,7 +386,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(callbacks.onUserQuestion).toHaveBeenCalledTimes(2);
expect(result).toBeDefined();
@ -475,7 +440,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
await service.runPlanningAgent(conversation, callbacks, false);
await service.runPlanningAgent(conversation, callbacks);
expect(attemptCount).toBeGreaterThan(1);
});
@ -528,7 +493,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(mockAIToolService.performAITool).toHaveBeenCalled();
expect(result).toBeDefined();
@ -580,7 +545,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(mockAIToolService.performAITool).toHaveBeenCalled();
expect(result).toBeDefined();
@ -634,7 +599,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
// WriteVaultFile should be denied, not executed
expect(mockAIToolService.performAITool).not.toHaveBeenCalledWith(
@ -691,7 +656,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
await service.runPlanningAgent(conversation, callbacks, false);
await service.runPlanningAgent(conversation, callbacks);
expect(attemptCount).toBeGreaterThan(1);
});
@ -742,7 +707,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
await service.runPlanningAgent(conversation, callbacks, false);
await service.runPlanningAgent(conversation, callbacks);
expect(attemptCount).toBeGreaterThan(1);
});
@ -769,7 +734,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(result).toBeUndefined();
expect(attemptCount).toBe(3); // MAX_AGENT_DEPTH
@ -815,7 +780,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(result).toBeDefined();
expect(attemptCount).toBe(3);
@ -847,7 +812,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
// Empty plan should be accepted
expect(result).toBeDefined();
@ -903,7 +868,7 @@ describe('PlanningAgent - Unit Tests', () => {
});
service.resolveAIProvider();
const result = await service.runPlanningAgent(conversation, callbacks, false);
const result = await service.runPlanningAgent(conversation, callbacks);
expect(result).toBeDefined();
expect(conversation.contents.length).toBeGreaterThan(1);