feat: finalize matrix platform audit and docs

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Mikhail Putilovskij 2026-04-21 15:35:03 +03:00
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# Matrix Per-Chat Context Implementation Plan
> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Move the Matrix surface from a shared agent context to true per-room platform contexts mapped through `platform_chat_id`, including `!new`, `!branch`, lazy migration, and per-room context commands.
**Architecture:** Matrix keeps owning UX chats (`C1`, `C2`, rooms, spaces). Each working room stores a `platform_chat_id` in `room_meta`, and platform-facing operations use that mapping. Legacy rooms without a mapping lazily create one on first context-aware use.
**Tech Stack:** Python 3.11, Matrix nio adapter, local state store, `lambda_agent_api`, pytest
---
### Task 1: Add `platform_chat_id` to Matrix metadata and tests
**Files:**
- Modify: `adapter/matrix/store.py`
- Test: `tests/adapter/matrix/test_store.py`
- [ ] **Step 1: Write the failing test**
```python
async def test_room_meta_roundtrip_with_platform_chat_id(store: InMemoryStore):
meta = {
"chat_id": "C1",
"matrix_user_id": "@alice:example.org",
"platform_chat_id": "chat-platform-1",
}
await set_room_meta(store, "!r:m.org", meta)
saved = await get_room_meta(store, "!r:m.org")
assert saved is not None
assert saved["platform_chat_id"] == "chat-platform-1"
```
- [ ] **Step 2: Run test to verify it fails or proves missing coverage**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix/test_store.py -q`
Expected: either FAIL on missing assertion coverage or PASS after adding the new test with current generic storage behavior
- [ ] **Step 3: Write minimal implementation**
```python
# adapter/matrix/store.py
# No schema gate is required because room metadata is already stored as a dict.
# Keep helpers unchanged, but add focused helper functions if they reduce repeated logic:
async def get_platform_chat_id(store: StateStore, room_id: str) -> str | None:
meta = await get_room_meta(store, room_id)
return meta.get("platform_chat_id") if meta else None
async def set_platform_chat_id(store: StateStore, room_id: str, platform_chat_id: str) -> None:
meta = await get_room_meta(store, room_id) or {}
meta["platform_chat_id"] = platform_chat_id
await set_room_meta(store, room_id, meta)
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix/test_store.py -q`
Expected: PASS
- [ ] **Step 5: Commit**
```bash
git add adapter/matrix/store.py tests/adapter/matrix/test_store.py
git commit -m "feat: add platform chat id room metadata helpers"
```
### Task 2: Extend the platform wrapper to support context-aware API calls
**Files:**
- Modify: `sdk/agent_api_wrapper.py`
- Modify: `sdk/real.py`
- Test: `tests/platform/test_real.py`
- [ ] **Step 1: Write the failing tests**
```python
@pytest.mark.asyncio
async def test_real_client_send_message_uses_platform_chat_id():
api = FakeAgentApi()
client = RealPlatformClient(agent_api=api, prototype_state=PrototypeStateStore())
await client.send_message("@alice:example.org", "chat-platform-1", "hello")
assert api.sent == [("chat-platform-1", "hello")]
@pytest.mark.asyncio
async def test_real_client_create_and_branch_context_delegate_to_agent_api():
api = FakeAgentApi(create_ids=["chat-new", "chat-branch"])
client = RealPlatformClient(agent_api=api, prototype_state=PrototypeStateStore())
created = await client.create_chat_context("@alice:example.org")
branched = await client.branch_chat_context("@alice:example.org", "chat-source")
assert created == "chat-new"
assert branched == "chat-branch"
assert api.branch_calls == ["chat-source"]
```
- [ ] **Step 2: Run tests to verify they fail**
Run: `PYTHONPATH=. uv run pytest tests/platform/test_real.py -q`
Expected: FAIL because `RealPlatformClient` does not yet expose context-aware methods or pass a platform context id through
- [ ] **Step 3: Write minimal implementation**
```python
# sdk/agent_api_wrapper.py
class AgentApiWrapper(AgentApi):
async def create_chat(self) -> str:
...
async def branch_chat(self, chat_id: str) -> str:
...
async def send_message(self, chat_id: str, text: str):
...
async def save_context(self, chat_id: str, name: str) -> None:
...
async def load_context(self, chat_id: str, name: str) -> None:
...
# sdk/real.py
class RealPlatformClient(PlatformClient):
async def create_chat_context(self, user_id: str) -> str:
return await self._agent_api.create_chat()
async def branch_chat_context(self, user_id: str, from_chat_id: str) -> str:
return await self._agent_api.branch_chat(from_chat_id)
async def save_chat_context(self, user_id: str, chat_id: str, name: str) -> None:
await self._agent_api.save_context(chat_id, name)
async def load_chat_context(self, user_id: str, chat_id: str, name: str) -> None:
await self._agent_api.load_context(chat_id, name)
async def stream_message(...):
async for event in self._agent_api.send_message(chat_id, text):
...
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `PYTHONPATH=. uv run pytest tests/platform/test_real.py -q`
Expected: PASS
- [ ] **Step 5: Commit**
```bash
git add sdk/agent_api_wrapper.py sdk/real.py tests/platform/test_real.py
git commit -m "feat: add context-aware real platform client methods"
```
### Task 3: Create Matrix-side resolver for mapped or lazy-created platform contexts
**Files:**
- Modify: `adapter/matrix/bot.py`
- Modify: `adapter/matrix/store.py`
- Test: `tests/adapter/matrix/test_dispatcher.py`
- [ ] **Step 1: Write the failing tests**
```python
async def test_existing_room_without_platform_chat_id_gets_lazy_mapping_on_message():
runtime = build_runtime(platform=FakeRealPlatformClient(create_ids=["chat-platform-1"]))
await set_room_meta(runtime.store, "!room:example.org", {
"chat_id": "C1",
"matrix_user_id": "@alice:example.org",
})
client = SimpleNamespace(user_id="@bot:example.org", room_send=AsyncMock())
bot = MatrixBot(client, runtime)
room = SimpleNamespace(room_id="!room:example.org")
event = SimpleNamespace(sender="@alice:example.org", body="hello")
await bot.on_room_message(room, event)
meta = await get_room_meta(runtime.store, "!room:example.org")
assert meta["platform_chat_id"] == "chat-platform-1"
```
- [ ] **Step 2: Run tests to verify they fail**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix/test_dispatcher.py -q`
Expected: FAIL because no lazy mapping exists
- [ ] **Step 3: Write minimal implementation**
```python
# adapter/matrix/bot.py
async def _ensure_platform_chat_id(self, room_id: str, user_id: str) -> str:
meta = await get_room_meta(self.runtime.store, room_id)
if meta is None:
raise ValueError("room metadata is required")
platform_chat_id = meta.get("platform_chat_id")
if platform_chat_id:
return platform_chat_id
if not hasattr(self.runtime.platform, "create_chat_context"):
raise ValueError("real platform backend required")
platform_chat_id = await self.runtime.platform.create_chat_context(user_id)
meta["platform_chat_id"] = platform_chat_id
await set_room_meta(self.runtime.store, room_id, meta)
return platform_chat_id
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix/test_dispatcher.py -q`
Expected: PASS
- [ ] **Step 5: Commit**
```bash
git add adapter/matrix/bot.py adapter/matrix/store.py tests/adapter/matrix/test_dispatcher.py
git commit -m "feat: lazily assign platform chat ids to matrix rooms"
```
### Task 4: Make `!new` and workspace bootstrap create independent platform contexts
**Files:**
- Modify: `adapter/matrix/handlers/chat.py`
- Modify: `adapter/matrix/handlers/auth.py`
- Modify: `adapter/matrix/bot.py`
- Test: `tests/adapter/matrix/test_chat_space.py`
- Test: `tests/adapter/matrix/test_invite_space.py`
- Test: `tests/adapter/matrix/test_dispatcher.py`
- [ ] **Step 1: Write the failing tests**
```python
async def test_new_chat_assigns_new_platform_chat_id():
client = SimpleNamespace(
room_create=AsyncMock(return_value=SimpleNamespace(room_id="!r2:example")),
room_put_state=AsyncMock(),
room_invite=AsyncMock(),
)
platform = FakeRealPlatformClient(create_ids=["chat-platform-7"])
runtime = build_runtime(platform=platform, client=client)
await set_user_meta(runtime.store, "u1", {"space_id": "!space:example", "next_chat_index": 7})
result = await runtime.dispatcher.dispatch(
IncomingCommand(user_id="u1", platform="matrix", chat_id="C3", command="new", args=["Research"])
)
meta = await get_room_meta(runtime.store, "!r2:example")
assert meta["platform_chat_id"] == "chat-platform-7"
```
- [ ] **Step 2: Run tests to verify they fail**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix/test_chat_space.py tests/adapter/matrix/test_invite_space.py tests/adapter/matrix/test_dispatcher.py -q`
Expected: FAIL because new chats do not yet store a platform context id
- [ ] **Step 3: Write minimal implementation**
```python
# adapter/matrix/handlers/chat.py
# adapter/matrix/handlers/auth.py
platform_chat_id = None
if hasattr(platform, "create_chat_context"):
platform_chat_id = await platform.create_chat_context(event.user_id)
await set_room_meta(store, room_id, {
"chat_id": chat_id,
"matrix_user_id": event.user_id,
"space_id": space_id,
"platform_chat_id": platform_chat_id,
})
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix/test_chat_space.py tests/adapter/matrix/test_invite_space.py tests/adapter/matrix/test_dispatcher.py -q`
Expected: PASS
- [ ] **Step 5: Commit**
```bash
git add adapter/matrix/handlers/chat.py adapter/matrix/handlers/auth.py adapter/matrix/bot.py tests/adapter/matrix/test_chat_space.py tests/adapter/matrix/test_invite_space.py tests/adapter/matrix/test_dispatcher.py
git commit -m "feat: assign platform contexts when creating matrix chats"
```
### Task 5: Make per-room save, load, and context use the mapped platform context
**Files:**
- Modify: `adapter/matrix/handlers/context_commands.py`
- Modify: `adapter/matrix/bot.py`
- Modify: `sdk/prototype_state.py`
- Test: `tests/adapter/matrix/test_context_commands.py`
- [ ] **Step 1: Write the failing tests**
```python
@pytest.mark.asyncio
async def test_save_command_uses_room_platform_chat_id():
platform = MatrixCommandPlatform()
runtime = build_runtime(platform=platform)
await set_room_meta(runtime.store, "!room:example.org", {
"chat_id": "C1",
"matrix_user_id": "u1",
"platform_chat_id": "chat-platform-1",
})
event = IncomingCommand(user_id="u1", platform="matrix", chat_id="C1", command="save", args=["session-a"])
result = await make_handle_save(...)(event, runtime.auth_mgr, platform, runtime.chat_mgr, runtime.settings_mgr)
assert platform.saved_calls == [("chat-platform-1", "session-a")]
@pytest.mark.asyncio
async def test_context_command_reports_current_room_platform_chat_id():
...
assert "chat-platform-1" in result[0].text
```
- [ ] **Step 2: Run tests to verify they fail**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix/test_context_commands.py -q`
Expected: FAIL because save/load/context do not currently use room-level platform mappings
- [ ] **Step 3: Write minimal implementation**
```python
# adapter/matrix/handlers/context_commands.py
room_id = await _resolve_room_id(event, chat_mgr)
meta = await get_room_meta(store, room_id)
platform_chat_id = meta.get("platform_chat_id")
await platform.save_chat_context(event.user_id, platform_chat_id, name)
await platform.load_chat_context(event.user_id, platform_chat_id, name)
# sdk/prototype_state.py
# store current loaded session per user+platform_chat_id instead of only per user when needed for Matrix `!context`
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix/test_context_commands.py -q`
Expected: PASS
- [ ] **Step 5: Commit**
```bash
git add adapter/matrix/handlers/context_commands.py adapter/matrix/bot.py sdk/prototype_state.py tests/adapter/matrix/test_context_commands.py
git commit -m "feat: bind matrix context commands to platform chat ids"
```
### Task 6: Add `!branch` and help-text updates
**Files:**
- Modify: `adapter/matrix/handlers/chat.py`
- Modify: `adapter/matrix/handlers/__init__.py`
- Modify: `adapter/matrix/handlers/settings.py`
- Modify: `adapter/matrix/handlers/auth.py`
- Modify: `adapter/matrix/bot.py`
- Test: `tests/adapter/matrix/test_chat_space.py`
- Test: `tests/adapter/matrix/test_dispatcher.py`
- [ ] **Step 1: Write the failing tests**
```python
async def test_branch_creates_new_room_with_branched_platform_chat_id():
client = SimpleNamespace(
room_create=AsyncMock(return_value=SimpleNamespace(room_id="!r3:example")),
room_put_state=AsyncMock(),
room_invite=AsyncMock(),
)
platform = FakeRealPlatformClient(branch_ids=["chat-platform-branch"])
runtime = build_runtime(platform=platform, client=client)
await set_room_meta(runtime.store, "!current:example", {
"chat_id": "C2",
"matrix_user_id": "u1",
"space_id": "!space:example",
"platform_chat_id": "chat-platform-source",
})
result = await runtime.dispatcher.dispatch(
IncomingCommand(user_id="u1", platform="matrix", chat_id="C2", command="branch", args=["Fork"])
)
meta = await get_room_meta(runtime.store, "!r3:example")
assert meta["platform_chat_id"] == "chat-platform-branch"
```
- [ ] **Step 2: Run tests to verify they fail**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix/test_chat_space.py tests/adapter/matrix/test_dispatcher.py -q`
Expected: FAIL because `branch` is not implemented
- [ ] **Step 3: Write minimal implementation**
```python
# adapter/matrix/handlers/chat.py
def make_handle_branch(client, store):
async def handle_branch(event, auth_mgr, platform, chat_mgr, settings_mgr):
source_room_id = ...
source_meta = await get_room_meta(store, source_room_id)
platform_chat_id = await platform.branch_chat_context(event.user_id, source_meta["platform_chat_id"])
...
await set_room_meta(store, new_room_id, {
"chat_id": new_chat_id,
"matrix_user_id": event.user_id,
"space_id": space_id,
"platform_chat_id": platform_chat_id,
})
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix/test_chat_space.py tests/adapter/matrix/test_dispatcher.py -q`
Expected: PASS
- [ ] **Step 5: Commit**
```bash
git add adapter/matrix/handlers/chat.py adapter/matrix/handlers/__init__.py adapter/matrix/handlers/settings.py adapter/matrix/handlers/auth.py adapter/matrix/bot.py tests/adapter/matrix/test_chat_space.py tests/adapter/matrix/test_dispatcher.py
git commit -m "feat: add matrix branch command for platform contexts"
```
### Task 7: Verify the full Matrix flow and clean up legacy assumptions
**Files:**
- Modify: `tests/platform/test_real.py`
- Modify: `tests/adapter/matrix/test_dispatcher.py`
- Modify: `tests/adapter/matrix/test_context_commands.py`
- Modify: `tests/core/test_integration.py`
- [ ] **Step 1: Add integration coverage for independent room contexts**
```python
@pytest.mark.asyncio
async def test_two_rooms_send_messages_into_different_platform_contexts():
platform = FakeRealPlatformClient()
runtime = build_runtime(platform=platform)
await set_room_meta(runtime.store, "!r1:example", {"chat_id": "C1", "matrix_user_id": "u1", "platform_chat_id": "chat-1"})
await set_room_meta(runtime.store, "!r2:example", {"chat_id": "C2", "matrix_user_id": "u1", "platform_chat_id": "chat-2"})
...
assert platform.sent == [("chat-1", "hello"), ("chat-2", "world")]
```
- [ ] **Step 2: Run the focused verification suite**
Run: `PYTHONPATH=. uv run pytest tests/platform/test_real.py tests/adapter/matrix/test_store.py tests/adapter/matrix/test_chat_space.py tests/adapter/matrix/test_invite_space.py tests/adapter/matrix/test_dispatcher.py tests/adapter/matrix/test_context_commands.py tests/core/test_integration.py -q`
Expected: PASS
- [ ] **Step 3: Run the full Matrix suite**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix -q`
Expected: PASS
- [ ] **Step 4: Inspect help text and command visibility**
Run: `PYTHONPATH=. uv run pytest tests/adapter/matrix/test_dispatcher.py -q`
Expected: PASS with `!branch` present in help and hidden commands still absent
- [ ] **Step 5: Commit**
```bash
git add tests/platform/test_real.py tests/adapter/matrix/test_store.py tests/adapter/matrix/test_chat_space.py tests/adapter/matrix/test_invite_space.py tests/adapter/matrix/test_dispatcher.py tests/adapter/matrix/test_context_commands.py tests/core/test_integration.py
git commit -m "test: verify matrix per-chat platform context flow"
```
## Self-Review
- Spec coverage:
- `surface_chat -> platform_chat_id` mapping is covered by Tasks 1, 3, and 4.
- `!new` independent contexts are covered by Task 4.
- `!branch` snapshot flow is covered by Task 6.
- per-room `!save`, `!load`, and `!context` are covered by Task 5.
- lazy migration for legacy rooms is covered by Task 3.
- verification across rooms is covered by Task 7.
- Placeholder scan:
- No `TODO` or `TBD` placeholders remain.
- Commands and file paths are concrete.
- Type consistency:
- The plan consistently uses `platform_chat_id` for stored mapping and `create_chat_context` / `branch_chat_context` / `save_chat_context` / `load_chat_context` for platform-facing methods.