- add 01-05 summary with self-check results - update planning state and roadmap progress for phase 01
100 lines
4.4 KiB
Markdown
100 lines
4.4 KiB
Markdown
---
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phase: 01-matrix-qa-polish
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plan: 05
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subsystem: matrix
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tags: [matrix, confirmations, regression-testing, adapter]
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requires:
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- phase: 01-matrix-qa-polish
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provides: Text confirmation flow and Matrix regression baseline from plans 01-03 and 01-04
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provides:
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- Stable Matrix pending-confirm storage scoped by user id and room id
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- Matrix command callbacks that retain originating room context
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- Adapter-level confirm and cancel regressions covering send_outgoing round trips
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affects: [matrix-adapter, matrix-tests, phase-01-closeout]
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tech-stack:
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added: []
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patterns: [Matrix callback payloads carry room context, pending confirmations are keyed by user id plus room id]
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key-files:
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created:
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- .planning/phases/01-matrix-qa-polish/01-05-SUMMARY.md
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modified:
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- adapter/matrix/bot.py
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- adapter/matrix/converter.py
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- adapter/matrix/handlers/confirm.py
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- adapter/matrix/store.py
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- tests/adapter/matrix/test_converter.py
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- tests/adapter/matrix/test_confirm.py
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- tests/adapter/matrix/test_send_outgoing.py
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key-decisions:
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- "Matrix command callbacks now include room_id in payload for !yes and !no so confirm handlers can resolve runtime state without changing core protocol types."
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- "Pending confirmations are stored under the D-08 composite key of matrix user id plus room id, with a narrow legacy fallback only for callers that omit room context."
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patterns-established:
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- "Matrix adapter send paths must derive transport-specific identity from room metadata before writing adapter-local state."
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- "Adapter regressions should use mismatched Matrix room ids and logical chat ids to catch scope drift."
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requirements-completed: []
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duration: 2 min
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completed: 2026-04-03
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---
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# Phase 01 Plan 05: Matrix Confirmation Scope Summary
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**Matrix confirmations now survive the real send_outgoing -> !yes/!no adapter round trip by keeping pending state scoped to the Matrix user and Matrix room.**
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## Performance
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- **Duration:** 2 min
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- **Started:** 2026-04-03T09:26:32Z
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- **Completed:** 2026-04-03T09:27:55Z
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- **Tasks:** 2
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- **Files modified:** 7
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## Accomplishments
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- Aligned the Matrix adapter runtime so command callbacks keep room context and pending confirmation state uses the D-08 `(user_id, room_id)` scope.
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- Added a compatibility fallback in confirm handlers for legacy callers that do not send `payload["room_id"]`.
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- Added adapter-level regressions for `OutgoingUI` -> `!yes` and `OutgoingUI` -> `!no` using distinct Matrix room ids and logical chat ids.
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Preserve Matrix user-and-room identity through the `!yes` / `!no` callback path** - `35695e0` (fix)
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2. **Task 2: Add end-to-end adapter regression tests for `send_outgoing` -> `!yes` / `!no`** - `716dec5` (test)
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## Files Created/Modified
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- `adapter/matrix/bot.py` - derives the Matrix user id from room metadata before persisting pending confirmations.
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- `adapter/matrix/converter.py` - carries Matrix `room_id` in `IncomingCallback.payload` for `!yes` and `!no`.
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- `adapter/matrix/handlers/confirm.py` - resolves pending confirmations by `(event.user_id, payload["room_id"])` with legacy fallback behavior.
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- `adapter/matrix/store.py` - supports composite pending-confirm keys while remaining compatible with older single-key callers.
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- `tests/adapter/matrix/test_converter.py` - asserts Matrix callbacks preserve logical `chat_id` and include `payload["room_id"]`.
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- `tests/adapter/matrix/test_confirm.py` - validates composite-key confirm/cancel behavior and the legacy fallback path.
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- `tests/adapter/matrix/test_send_outgoing.py` - exercises `send_outgoing` to confirm/cancel round trips under user-and-room scope.
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## Decisions Made
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- Kept the contract change inside the Matrix adapter by extending callback payloads instead of changing `core.protocol.IncomingCallback`.
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- Preserved the old chat-id-only lookup only as a fallback path for older tests or non-room-aware callers.
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- The Phase 01 confirmation blocker from `01-VERIFICATION.md` is closed for the Matrix adapter runtime path.
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- Phase 01 still needs the remaining plan work outside `01-05`, but this gap no longer blocks end-to-end `!yes` / `!no` behavior.
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## Self-Check: PASSED
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- Found `.planning/phases/01-matrix-qa-polish/01-05-SUMMARY.md`
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- Found commit `35695e0`
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- Found commit `716dec5`
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