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15424 Commits

Author SHA1 Message Date
Ben Taylor 8e59bfd16b feat(skills): add channels-setup pointing at the hosted onboarding guide (#6366)
## Summary

The Channels onboarding workflow is served at
**https://copilotkit.ai/channels-guide.md**, and every other entry point
now copies one line that points there — the docs surfaces in #6357, the
website strip in
[website#444](https://github.com/CopilotKit/website/pull/444), the
README in
[channels-sdk#15](https://github.com/CopilotKit/channels-sdk/pull/15).

Coding agents reached through a **skill** had no such pointer. They
matched `setup-slack-channel`, which is scoped to Slack, to the provider
half, and to an OpenTag checkout — so "help me get my agent into Teams"
landed on a workflow that does not cover it.

`channels-setup` closes that gap as a **pointer, not a copy**. The
workflow stays in one place and is corrected there, instead of becoming
a seventh surface that drifts against the CLI on its own schedule.

## Verifying the fetch is the substance of the file

A thin pointer has one non-obvious failure mode, and it is the reason
this skill is more than two sentences:

```
$ curl -sL -o /dev/null -w "%{http_code} %{content_type}\n" https://copilotkit.ai/channels-guide.md
200 text/html; charset=utf-8
$ curl -sL https://www.copilotkit.ai/channels-guide.md | grep -o "<title>[^<]*</title>"
<title>Page not found | CopilotKit | ...</title>
```

**A missing guide does not return 404.** The site answers unknown paths
with a "Page not found" HTML page under HTTP 200. An agent that keys on
the status code gets a 73KB marketing page, concludes the fetch
succeeded, and improvises channel setup from memory — which is exactly
what the guide's boundaries exist to prevent, and it fails in the most
expensive way available here: the project installs cleanly and answers
nothing.

So the skill checks the **body**: markdown rather than HTML, the guide's
`# Build and prove a CopilotKit Channels agent` H1, and five `## Phase`
headings. If any fail it stops and hands the user the URL, no matter
what the status code said.

## Notes

- **`RESERVED_LIFECYCLE_SLUGS` is not optional.** Standalone skills are
not generated from `packages/*/skills`, so without the entry
`sync-plugin-skills` treats the directory as an orphan and deletes it.
Test updated alongside, including the hard-coded `size` (10 → 11).
- **No existing skill is modified.** `setup-slack-channel` and
`copilotkit-channels` keep their descriptions and bodies. Three skills
now match channel work; if that proves too ambiguous in practice,
narrowing the other two's `description` frontmatter is a follow-up, not
a body rewrite.
- **No manifest change.** `plugin.json` and `marketplace.json` do not
enumerate skills individually.
- No changeset — `packages/**` is untouched.

## Blocked on

**The guide is not live yet.**
[website#444](https://github.com/CopilotKit/website/pull/444) is still
open, so the URL currently serves the 404 page shown above. This skill
is inert until that merges and deploys — at which point it works with no
further change here. The sentinel means the pre-deploy state is a clean
stop rather than a wrong answer, so merging early is safe; it just isn't
useful yet.

## Validation

- `npx vitest run scripts/__tests__/sync-plugin-skills.test.ts` — 10
passed
- `pnpm run check:plugin-skills` — `plugin skill mirror in sync`, exit
0; `skills/channels-setup/` survives the orphan pass
- `npx oxfmt --check` on both changed TS files — clean
- `npx oxlint scripts/` — 0 errors
- `SKILL.md` frontmatter parsed with js-yaml: `name=channels-setup`,
`version=1.0.0`, description 660 chars
- Soft-404 behaviour confirmed against production with the `curl`
commands above

🤖 Generated with [Claude Code](https://claude.com/claude-code)
2026-08-04 11:03:01 -05:00
Mark 14a294f2d8 Port the Pydantic AI example to Pydantic AI v2 (#6355)
This pull request was posted by Claude Code using claude-opus-5 on
behalf of David. David has not reviewed this diff.

`examples/integrations/pydantic-ai` only runs on Pydantic AI **v1**.
`Agent.to_ag_ui()`, `AGUIApp`, and the `pydantic_ai.ag_ui` shim were all
removed in v2 (pydantic/pydantic-ai#5464, announced in
pydantic/pydantic-ai#5345). The example pins `pydantic-ai-slim==1.0.18`,
so anyone installing it against current Pydantic AI (2.22.0) fails at
import.

This ports it to v2.

## Changes

1. `agent/pyproject.toml` — `pydantic-ai-slim[ag-ui,openai]>=2.0.0`,
`ag-ui-protocol>=0.1.19`
2. `agent/src/agent.py` — `StateDeps` moved from `pydantic_ai.ag_ui` to
`pydantic_ai.ui`
3. `agent/src/main.py` — serve via `AGUIAdapter.dispatch_request` on a
Starlette route
4. `agent/uv.lock` — relocked (resolves `pydantic-ai-slim` 2.22.0,
`ag-ui-protocol` 0.1.19)

## One fix beyond the mechanical port

The old wiring built the app once around a single shared `StateDeps`
instance. `dispatch_request` mutates `deps.state` with the state the
client sends, so one shared instance lets state leak between threads,
channels and users — which matters more for Channels than it did for a
single browser tab. Each request now gets its own `replace(deps)` copy,
matching the pattern in [Pydantic AI's own AG-UI
examples](https://github.com/pydantic/pydantic-ai/blob/main/examples/pydantic_ai_examples/ag_ui/api/shared_state.py).

<details><summary>Verified end to end</summary>

`uv sync` + a request through the actual ASGI app (model overridden with
`TestModel` so no API call), with a Channels-shaped payload (`threadId`,
`state`, `forwardedProps`):

```
health: 200 {'status': 'ok'}
POST / -> 200 text/event-stream; charset=utf-8
event types: ['RUN_STARTED', 'TOOL_CALL_START', 'TOOL_CALL_END', 'TOOL_CALL_START', 'TOOL_CALL_ARGS',
 'TOOL_CALL_END', ..., 'TOOL_CALL_RESULT', 'STATE_SNAPSHOT', 'TOOL_CALL_RESULT', 'STATE_SNAPSHOT',
 'TEXT_MESSAGE_START', 'TEXT_MESSAGE_CONTENT', ..., 'TEXT_MESSAGE_END', 'RUN_FINISHED']
threadId echoed: slack-C123-thread-1
tool call: get_proverbs
tool call: add_proverbs
tool call: set_proverbs
tool call: get_weather
```

The emitted event set is exactly what `channels-slack`'s `RunRenderer`
subscribes to (`RUN_*`, `TEXT_MESSAGE_*`, `TOOL_CALL_*`), plus
`STATE_SNAPSHOT` which it ignores.

</details>

<details><summary>Note on <code>ag-ui-protocol</code>: 0.1.19, not
0.1.18</summary>

Not required by this port, but worth pinning forward: typed multimodal
input content (`ImageInputContent` &c.) landed in 0.1.15 and the
interrupt lifecycle in 0.1.19. We found that a Pydantic AI install below
0.1.15 rejects an inbound image attachment with a 422 rather than
skipping it — so a Channels gateway forwarding a Slack image needs the
newer floor. We're tracking that on our side.

</details>
2026-08-04 09:02:10 -07:00
David Sanchez d19bd0f81c docs(pydantic-ai): port integration docs and demos to Pydantic AI v2
Agent.to_ag_ui(), AGUIApp and the pydantic_ai.ag_ui module were removed in
Pydantic AI v2. The docs installed pydantic-ai unpinned, so anyone following
the quickstart got 2.22.0 and failed first at dependency resolution
(starlette==0.45.3 conflicts with the >=0.46.2 the ag-ui extra needs) and then
at AttributeError.

- 8 doc pages under showcase/shell-docs .../integrations/pydantic-ai serve the
  agent from a Starlette route via AGUIAdapter.dispatch_request
- StateDeps moves from pydantic_ai.ag_ui to pydantic_ai.ui
- stateful snippets build StateDeps per request; dispatch_request writes the
  client's state into deps.state, so a shared instance leaks state between users
- install commands exact-pin pydantic-ai-slim==2.22.0 and ag-ui-protocol==0.1.19
- examples/canvas/pydantic-ai and examples/showcases/pydantic-ai-todos ported
  and pinned, todos relocked
- skills/copilotkit-integrations reference updated to the same shape

showcase/integrations/pydantic-ai is deliberately untouched; it is tracked
separately.
2026-08-04 10:51:17 -05:00
Alem Tuzlak 7b5cc8ccf9 fix(channels): recover from transient gateway outages (#6347)
## What changed

- Mark initial gateway HTTP 5xx and transient transport failures as
retryable.
- Retry initial managed Channel activation with exponential backoff from
1 second to a 30-second cap until it connects or the manager stops.
- Preserve retry hints from `gateway_draining` join replies and retry
initial join timeouts.
- Keep HTTP 4xx and NXDOMAIN failures terminal.
- Back off established-session outage reminders from 30 seconds to a
15-minute cap while Phoenix continues reconnecting.

## Why

The OpenTag Railway runtime saw the gateway host return HTTP 502 during
an outage. Established Phoenix sessions keep retrying, but a runtime
that starts during the outage stops after its one initial connect
window. It cannot recover when the gateway comes back unless the process
restarts. Fixed 30-second reminder logs also flood long outages.

The gateway drain work now rejects new joins with a structured retryable
response. The client must preserve that response so the runtime can
retry instead of leaving the Channel in a terminal error state.

## Companion change

CopilotKit/OpenTag#25 keeps the Railway HTTP server alive while an
initial Channel retry is pending. OpenTag must consume a CopilotKit
release containing this PR before that companion change can recover by
itself.

## Validation

- `pnpm nx run-many -t test,check-types,build -p
@copilotkit/runtime,@copilotkit/channels-intelligence`
- `pnpm nx run-many -t publint,attw -p
@copilotkit/runtime,@copilotkit/channels-intelligence`
- pre-commit tests and package checks for all affected projects
- `pnpm exec oxfmt --check` on all five changed files
- `pnpm exec oxlint` on all five changed files
- `git diff --check`
2026-08-04 17:39:00 +02:00
David Sanchez 4be25161b1 fix(examples): pin pydantic-ai starter deps and build deps per request
Address review on CopilotKit/CopilotKit#6355:

- Pin `pydantic-ai-slim[ag-ui,openai]==2.22.0` and `ag-ui-protocol==0.1.19`,
  matching the starter fleet standard. Open-ended floors would pull a
  breaking major on release, and `docker/Dockerfile.agent:16` runs a bare
  `uv sync` that would silently re-resolve forward.
- Mirror the specifiers in `uv.lock`'s `requires-dist` so `uv sync --frozen`
  at `Dockerfile:42` keeps working. Resolved versions and hashes are
  unchanged; `uv lock` is a no-op.
- Construct `StateDeps(ProverbsState())` per request instead of
  `dataclasses.replace()`. `replace()` is a shallow copy, so the new deps
  point at the same state object; it is only safe today because `StateDeps`
  has one field that the adapter rebinds before every run. Any deps class
  with a second mutable field would silently share it.
2026-08-04 10:31:07 -05:00
Benjamin Taylor 4c2ba2d161 feat(skills): add channels-setup pointing at the hosted onboarding guide
The Channels onboarding workflow is served at
https://copilotkit.ai/channels-guide.md, and every other entry point now
copies one line that points there (#6357 for the docs surfaces). Coding
agents invoked through a skill had no such pointer, so they fell back to
setup-slack-channel, which is scoped to Slack, to the provider half, and to
an OpenTag checkout.

channels-setup is a pointer, not a copy. The workflow stays in one place and
is corrected there instead of drifting against the CLI on its own schedule.

Verifying the fetch is the substance of the file. The site answers unknown
paths with a "Page not found" HTML page under HTTP 200, so a status check
proves nothing: an agent that keys on the status code gets a marketing 404
and improvises the workflow from memory. The skill checks the body instead
-- markdown, the guide's H1, five Phase headings -- and stops if any fail.

Standalone skills are not generated from packages/*/skills, so the slug is
registered in RESERVED_LIFECYCLE_SLUGS. Without that entry the sync treats
the directory as an orphan and deletes it.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-04 10:30:02 -05:00
Ben Taylor 397c8ce2e4 docs: route every Channels entry point at one onboarding skill (#6357)
## Visual

Docs `/slack` — the featured panel from #6356, now carrying the one-line
pointer.

| Desktop screenshot | Mobile screenshot |
|---|---|
| ![docs slack
desktop](https://github.com/CopilotKit/website/releases/download/channels-entry-points-2026-08-03/docs-slack-desktop-screenshot-7f14af56.png)
| ![docs slack
mobile](https://github.com/CopilotKit/website/releases/download/channels-entry-points-2026-08-03/docs-slack-mobile-screenshot-7f14af56.png)
|

| Desktop scroll | Mobile scroll |
|---|---|
| <video
src="https://github.com/CopilotKit/website/releases/download/channels-entry-points-2026-08-03/docs-slack-desktop-scroll-7f14af56.webm"
controls width="400"></video> | <video
src="https://github.com/CopilotKit/website/releases/download/channels-entry-points-2026-08-03/docs-slack-mobile-scroll-7f14af56.webm"
controls width="240"></video> |

Docs `/teams` — same component, Teams wording, proving the frontend
switch.

| Desktop screenshot | Desktop scroll |
|---|---|
| ![docs teams
desktop](https://github.com/CopilotKit/website/releases/download/channels-entry-points-2026-08-03/docs-teams-expanded-screenshot-7f14af56.png)
| ![docs
root](https://github.com/CopilotKit/website/releases/download/channels-entry-points-2026-08-03/docs-root-desktop-screenshot-7f14af56.png)
|

<sub>Artifacts are hosted on a CopilotKit/website release tag rather
than a new tag in this repo, to keep clear of the monorepo's release
automation.</sub>

---

## Summary

Builds on #6356 (merged in here, its featured-panel treatment kept) and
finishes the job it started.

#6356 made the Channels starter prompts **discoverable**. This makes
them **correct**, and makes every other road say the same thing.

The onboarding workflow was written out as prose on six surfaces across
three repos: the Channels overview page (Slack and Teams), the docs
landing activation strip, copilotkit.ai/channels, and the channels-sdk
README twice. They drifted apart, and each went stale against the CLI on
its own schedule. That drift is what the dogfooding feedback was
reporting:

- **"It didn't tell me which skills to install, so it dropped me into a
list of god knows how many."** Neither copy button named a skill.
- **"`npx copilotkit project select` didn't work — I had an old CLI."**
Only some surfaces pinned `@latest`.
- **An agent halted on `copilotkit channels`.** No such command exists
in the published CLI — verified against 4.5.1, whose `--help` has no
`channels` entry.
- **"Copy this prompt is super easy to miss."** The strongest prompts
were behind an accordion; the two visible buttons had invisible
payloads.

## What changed

- **`<ChannelsStartPrompt />`** — one shared entry point,
frontend-aware, wearing #6356's featured treatment: accent panel,
terminal mark, eyebrow, prominent copy action.
- **Both overview accordions are gone.** The accordion existed because
the payload was twenty lines. The payload is now one sentence, so hiding
it behind "Open & copy prompt" costs a click and buys nothing.
- **The activation strip emits the same pointer**, rendered on screen
rather than living only in a clipboard payload.
- **Both surfaces send `promptCopied` with a `surface` property**, so
the funnel can answer which road people take. The website emits its own
event name with the same property for the same reason.

The prompt every surface now emits:

```
Run `npx copilotkit@latest skills install --skill setup-slack-channel -y`, then follow that
skill to build your first CopilotKit Channels agent and connect it to Slack using CopilotKit's
built-in agent.
```

## Notes for reviewers

- **`-y` respects `--skill`** — verified empirically against
`copilotkit@4.5.1`: exactly one skill installs, no picker. The installer
detects the coding agent it runs inside, so `--agent` is omitted.
- **The panel renders exactly what the button copies.** Two earlier
shapes were wrong in instructive ways: a full monospace paragraph
wrapped like a rendering bug, and a code block with the ask underneath
read as a shell command with a footnote — which made a button labelled
"Copy prompt" look like it was lying.
- **The `featured` Accordion variant from #6356 stays in
`mdx-components.tsx`** as a shared opt-in capability, but its only two
consumers were the accordions removed here, so it is currently unused.
Worth a call: keep it, or drop it in a follow-up.
- **`setup-slack-channel` is the slug the combined onboarding prompt
will occupy** once it lands from channels-sdk. Its frontmatter is
currently scoped hard to the Slack provider half, so it needs rescoping
before this reads correctly for Teams.

Companion PRs: CopilotKit/website#444 and the channels-sdk README.

## Validation

- `npx vitest run` in `showcase/shell-docs` — 54 files, 372 tests passed
- `npx tsc --noEmit` — clean
- pre-commit lint and commitlint hooks passed
- Rendered and reviewed `/slack` locally; confirmed the copied string
matches the rendered one



## Update — impressions and a copy-only prompt

Since the artifacts above were first posted:

- **Impression event.** `docs.channels_activation_viewed` fires once per
surface on first intersection at 50%. Both docs entry points previously
emitted a copy event and nothing else, so the copy count had no
denominator. `surface` values now live in a shared
`CHANNELS_ACTIVATION_SURFACES` map, keeping the landing strip, the
overview panel, and copilotkit.ai/channels separable inside one funnel.
- **Guarded on `typeof IntersectionObserver`.** An impression is never
worth breaking a render for, and this repo's jsdom tests do not define
it.
- **The prompt is no longer rendered.** Per review, the copy button
carries the payload. The panel leads with the copy action directly under
the heading — the prompt is not on the page, so the button is the point
of the panel rather than trailing furniture — and the supporting line no
longer says "paste this" next to nothing.

Screenshots and videos above were re-captured after all of it.

## Validation (current)

- `npx vitest run` in `showcase/shell-docs` — 55 files, 376 tests passed
- `npx tsc --noEmit` — clean
- pre-commit lint and commitlint hooks passed
- Reviewed `/slack` and `/teams` at 1440×900 and iPhone 13

## Companion PRs

- CopilotKit/channels-sdk#15 — **merged**
- CopilotKit/website#444 — open


---

## Update — addresses both review blockers

### Blocking issue: the skill did not support the promised workflow —
resolved by removing the skill from the path

The pointer is now a fetch of one hosted file, not a skill install:

```
Read https://copilotkit.ai/channels-guide.md and help the user build their first channel
```

The guide lives at `public/channels-guide.md` in CopilotKit/website and
owns the whole workflow. It asks the developer which platform and which
agent framework they want, which is why the pointer passes neither.

That removes the mismatch at its root rather than narrowing the copy
around it. Naming the picker's channel and backend meant these pages
promised coverage on `setup-slack-channel`'s behalf, and that skill is
scoped to Slack, to the provider half, and to an OpenTag checkout — so
Teams pointed at a workflow that does not exist and the picker implied
nineteen backends it never claimed. A pointer that names nothing cannot
overpromise.

`CHANNELS_ONBOARDING_SKILL`, its install command, and the per-selection
prompt builders are gone; one constant serves every surface.

### Visual regression: disclosure restored, treatment re-tokenised

| Collapsed | Expanded |
|---|---|
|
![collapsed](https://github.com/CopilotKit/website/releases/download/channels-entry-points-2026-08-03/docs-slack-desktop-screenshot-7f14af56.png)
|
![expanded](https://github.com/CopilotKit/website/releases/download/channels-entry-points-2026-08-03/docs-slack-expanded-screenshot-7f14af56.png)
|

| Mobile | Teams variant |
|---|---|
|
![mobile](https://github.com/CopilotKit/website/releases/download/channels-entry-points-2026-08-03/docs-slack-mobile-screenshot-7f14af56.png)
|
![teams](https://github.com/CopilotKit/website/releases/download/channels-entry-points-2026-08-03/docs-teams-expanded-screenshot-7f14af56.png)
|

- **The expandable preview is back.** The panel is the shared featured
`<Accordion>` again — reused, not re-implemented — so the overview stays
compact and a reader can expand to read the exact prompt before copying.
- **Whitespace.** Collapsed height went from ~380px to ~110px with
`p-4`, matching every other docs panel. The page's own introduction is
visible without scrolling.
- **Colour.** You were right, and my "it is unchanged from #6356" reply
missed the point. `copilotkit-ui-theme` names *"purple accent bar or
stripe"* as a known wrong direction, and `copilotkit-branding` requires
accent to be restrained with gradients behind content rather than as the
contrast layer — the saturated `--accent` tile plus accent-mixed
gradient was both at once. It now matches the `OpsPlatformCTA` idiom:
`--bg-elevated`, `--border`, `--shadow-control`, accent only on a 20px
glyph and the hover state. Verified light and dark.

One deliberate deviation: I dropped the "READY-TO-USE STARTER PROMPT"
eyebrow on the low-noise rule, since the title says the same thing. Easy
to restore if you want it.

### Behavioural bug: fixed

`copyPrompt` shared one `try` with `posthog.capture`, so a throwing
client reported "Copy blocked" for a prompt already on the clipboard.
Capture now sits behind the same isolated helper
`ChannelsActivationStrip` uses. Two regression tests: capture throwing
after a resolved write still shows "Copied"; a rejected write still
shows "Copy blocked" and emits no copy event.

### Lockfile churn: dropped

Reverted to `origin/main`. It came from an `npm install` in the review
worktree; no dependency changed.

### Also added

`docs.channels_activation_prompt_expanded` — the disclosure is a funnel
step neither `viewed` nor `promptCopied` can see, so someone who never
opened the panel was indistinguishable from someone who opened it and
left.

## Validation (current)

- `npx vitest run` in `showcase/shell-docs` — 55 files, 376 tests passed
- `npx tsc --noEmit` — clean; pre-commit lint and commitlint passed
- Reviewed `/slack` and `/teams`, collapsed and expanded, light and
dark, at 1440×900 and iPhone 13
2026-08-04 10:20:01 -05:00
Tyler Slaton d92652dcdd chore: release monorepo v1.66.1 (#6365)
## Release monorepo v1.66.1

**Scope:** `monorepo` | **Bump:** `patch`

---

### How this release process works

1. **This PR was created automatically** by the "release / create-pr"
workflow.
   It bumped the `monorepo` packages to `1.66.1`
   and generated AI-enhanced release notes.

2. **CI runs on this PR** — the full test suite (unit tests, lint, type
checks, build)
   must pass before merging. This is the review gate.

3. **Review the release notes** in `release-notes.md` in this PR.
If a Notion draft was created, you can edit the release notes there
before merging.

4. **When this PR is merged**, the `release / publish` workflow
automatically:
   - Builds all packages
   - Publishes the `monorepo` packages to npm at version `1.66.1`
   - Creates git tag `monorepo/v1.66.1`
   - Creates a GitHub Release with the final release notes

### Before merging

- [ ] CI is green (tests, lint, types, build)
- [ ] Version bumps look correct
- [ ] Release notes are accurate (edit in Notion if a draft was created)

---

> **Do not merge until CI is fully green.** The full test suite runs
automatically on this PR.
v1.66.1
2026-08-04 08:03:11 -07:00
tylerslaton c69f7e96a5 chore: release monorepo v1.66.1 2026-08-04 14:59:52 +00:00
Benjamin Taylor a1d27ab017 feat(shell-docs): strip both Channels surfaces to one copy action
**Root page.** The channel and agent-backend pickers are gone, and the copy
action moves beside the supporting sentence, under the heading. The pickers had
stopped earning their place: the guide asks which platform and framework the
developer wants, so choosing here asked the same question twice and changed
nothing about what got copied. `ActivationSelect` and its option plumbing go with
them. The setup-guide link becomes one aside alongside OpenTag rather than a
per-selection route.

**Per-framework pages.** The accordion is gone. It existed to keep a twenty-line
prompt out of the way; the payload is now a single action, so a disclosure cost a
click and revealed nothing. The panel keeps the in-content idiom it shares with
`OpsPlatformCTA` — neutral surface, `--border`, accent on a small glyph — and the
button reads "Copy prompt" like every other surface.

`docs.channels_activation_prompt_expanded` retires with the disclosure that was
its only trigger.
2026-08-04 09:58:54 -05:00
Tyler Slaton d8eeb77aef chore: release channels v0.7.1 (#6361)
## Release channels v0.7.1

**Scope:** `channels` | **Bump:** `patch`

---

### How this release process works

1. **This PR was created automatically** by the "release / create-pr"
workflow.
   It bumped the `channels` packages to `0.7.1`
   and generated AI-enhanced release notes.

2. **CI runs on this PR** — the full test suite (unit tests, lint, type
checks, build)
   must pass before merging. This is the review gate.

3. **Review the release notes** in `release-notes.md` in this PR.
If a Notion draft was created, you can edit the release notes there
before merging.

4. **When this PR is merged**, the `release / publish` workflow
automatically:
   - Builds all packages
   - Publishes the `channels` packages to npm at version `0.7.1`
   - Creates git tag `channels/v0.7.1`
   - Creates a GitHub Release with the final release notes

### Before merging

- [ ] CI is green (tests, lint, types, build)
- [ ] Version bumps look correct
- [ ] Release notes are accurate (edit in Notion if a draft was created)

---

> **Do not merge until CI is fully green.** The full test suite runs
automatically on this PR.
channels/v0.7.1
2026-08-04 07:57:46 -07:00
tylerslaton f8f9e2a721 chore: release channels v0.7.1 2026-08-04 14:48:21 +00:00
Tyler Slaton dfe728d833 fix(channels): retry gateway drain joins 2026-08-04 07:34:36 -07:00
Tyler Slaton 82eaecdfda fix(channels): retry transient gateway activation 2026-08-04 07:34:36 -07:00
Tyler Slaton 503fc7c593 fix(channels): back off prolonged outage logs
Keep drop, give-up, and recovery logs immediate.

Space repeated still-down reminders during long gateway outages.
2026-08-04 07:34:36 -07:00
Benjamin Taylor 335b12a96a feat(shell-docs): point the Channels prompt at the hosted guide
Replaces the skill-install pointer with a fetch of one hosted file:

    Read https://copilotkit.ai/channels-guide.md and help the user build
    their first channel

The guide lives at `public/channels-guide.md` on the marketing site and owns the
whole workflow. It asks the developer which platform and which agent framework
they want, which is why this pointer passes neither.

That is what resolves the review's blocking issue rather than papering over it.
Interpolating the picker's channel and backend meant these pages promised
coverage on a skill's behalf — and the skill it named is scoped to Slack, to the
provider half, and to an OpenTag checkout, so the Teams road pointed at a
workflow that does not exist and the backend picker implied nineteen it never
claimed. A pointer that names nothing cannot overpromise, and the guide handles
selection itself.

Consequently `CHANNELS_ONBOARDING_SKILL`, its install command, and the
per-selection prompt builders are gone: one constant serves every surface.
Supporting copy that said the prompt "installs the onboarding skill" or offered
a "tailored" prompt is corrected — neither is true now.
2026-08-04 08:22:16 -05:00
Benjamin Taylor ecbf51028f feat(runtime): split Channel status into transport and provider legs (refs OSS-739)
`status().overall === "online"` proved only that the runtime reached the Gateway
with a valid project API key. It said nothing about whether a Slack/Teams app was
bound to the Channel, so a Channel with no provider at all reported `online` —
and every version of our onboarding guidance used that value to certify
end-to-end success.

`setup_required` had no producer. The manager set it only when the activation
engine threw a `SETUP_REQUIRED` error, and the engine stopped doing that at the
2026-07-29 realtime-boundary cutover. In published
@copilotkit/channels-intelligence@0.7.0 the string survives in exactly one file,
a shipped test. The 15 doc comments describing the state outlived the mechanism,
which is why nobody noticed for a week; they are corrected here, with a note not
to describe the state again without a path that can emit it.

The Gateway now reports per-Channel provider attachment on the control join
reply. This half consumes it:

- `connectRealtimeGateway` captures the join reply (it was discarded) and exposes
  `providerStates()`. Phoenix's `Push.resend` preserves `recHooks`, so the hook
  re-fires on every auto-rejoin and a Channel provisioned while the runtime was
  disconnected is picked up with no extra plumbing.
- The launcher and the manager's handle view delegate it as a GETTER, not a
  captured snapshot, for that same reason.
- `status()` gains `detail`, reporting `transport` and `provider` separately so a
  caller can assert the leg it cares about. `channels` keeps its shape — turning
  its values into objects would break the CLI's channels-report and the starter
  channel-host — but its values are now the fold of the two legs, which is what
  makes `overall` honest.

`unknown` is the load-bearing case. An older Gateway, a Gateway whose lookup
failed, a handle without the seam, a Channel the Gateway did not mention, an
unrecognised state, and a throwing getter all yield `unknown`, which keeps the
transport-derived status — exactly today's behaviour. Only a positively reported
absence downgrades a Channel, so no existing deployment turns amber on upgrade.
The 41 pre-existing channel-manager tests pass unchanged, which is that
guarantee.

Verified the new tests fail without the fix by mutating the fold, not just that
they pass with it.
2026-08-04 08:21:30 -05:00
Benjamin Taylor afef22d316 feat(shell-docs): restore the prompt disclosure and put it on the docs palette
Two changes from review.

**The disclosure is back.** The panel is the shared featured `<Accordion>`
again — reused, not restyled — so the overview stays compact when collapsed and
a reader can expand to read the exact prompt before copying it. Copy-only made
the payload opaque, which was the problem #6356 set out to fix. The component
still owns the Slack/Teams switch and the analytics; the container is markup.

**The treatment is now token-only.** The featured variant carried a saturated
`--accent` tile and an accent-mixed gradient. `copilotkit-ui-theme` names a
purple accent bar or stripe as a known wrong direction, and
`copilotkit-branding` scopes accent to restrained, atmospheric use with
gradients behind content rather than as the contrast layer — the old treatment
was both at once, on a docs `--accent` that resolves to violet. It now matches
the in-content panel idiom already in `OpsPlatformCTA`: `--bg-elevated`,
`--border`, `--shadow-control`, and accent carried only by a small glyph and the
hover state. Padding drops to `p-4` like every other docs panel, so a collapsed
prompt no longer pushes the page's own introduction below the fold. Verified in
light and dark.

Also adds `docs.channels_activation_prompt_expanded`. The disclosure is where a
funnel loses people and neither `viewed` nor `promptCopied` can see it: someone
who never opened the panel is indistinguishable from someone who opened it and
walked away.

The prompt inside wraps instead of scrolling. The docs' usual code block scrolls
horizontally, which is right for code and wrong here — it hid half the prompt
behind the overflow, defeating the point of letting people read it first.
2026-08-04 07:44:25 -05:00
Maxim bc80efb17f Reskinnable demo: a health-system knowledge desk with grounded retrieval and long-running approval gates (#6321)
Adds a skin to `examples/showcases/reskinnable-demo`: **Keel**
(`/keel`), the internal knowledge and operations desk of Harbor Point
Health, a fictional nine-hospital health system.

The product is one sentence: **an answer you can trust, that turns into
work that actually happens.**

## Why this skin

The shipped skins bracket the `Skin` contract — `airline` is in-memory
with four optional slots, `banking` is REST-backed with nearly all of
them, and #6302's `logistics` proves a server-enforced authority gate. A
further skin earns its place only by demonstrating something none of
them do. Keel introduces **two substrates the app has never had**:

1. **Grounded retrieval.** A server-side `search_knowledge` tool over a
nine-document policy corpus, returning cited passages. Every existing
tool in this app pushes client state *up* to the agent; this inverts the
flow — the agent reaches for something the user has not seen and brings
it back.
2. **Long-running stateful process.** Runs whose steps advance on a
900ms ticker and halt at human approval gates. Banking's HITL is a
single approval; airline's mutations are instantaneous. Neither has
duration — state that changes while you are not looking.

It is also the first skin with **parameterized routes**
(`knowledge/<docId>`, `runs/<runId>`), so `resolvePage` actually
destructures the segment array rather than using a flat lookup.

## The demo arc

| Beat | What happens |
| --- | --- |
| *"What's our policy on giving a contractor access to patient
records?"* | `search_knowledge` → grounded answer + `showSources` citing
POL-114 and POL-302 |
| Click a citation | Routes to
`/keel/knowledge/phi-access-policy#minimum-necessary`, scrolls,
highlights |
| *"Set that up for Priya Raman"* | `showPlaybook` → `startRun` HITL
plan preview (6 steps · 1 gate · 5 roles) |
| Run ticks | `RUN-1045` advances, then halts **blocked** on Privacy
Officer sign-off |
| Switch persona → *"approve it"* | `approveStep` card carrying the
policy citation as the reason the gate exists |

**The citation resolving into the real app is the load-bearing beat.**
Most AI-knowledge demos show a footnote; few make the footnote drive the
app.

## Two details that are load-bearing, not stylistic

**`showSources` cannot render a fabricated citation.** It accepts only
`(docId, sectionId)` pairs — never citation text — and resolves the ref,
heading, and snippet from the real corpus client-side. A citation the
model invents fails to resolve and is dropped, rather than rendering as
a convincing fake. Grounding is structural here, not prompt-dependent.

**The ticker cannot thrash the agent's context.** A 900ms timer plus a
`useAgentContext` readable is a token-cost hazard. The readables memoize
on a `summaryKey` derived only from `(runId, status, currentStepId)`
tuples — never from elapsed time — so context is rewritten on meaningful
transitions and never on a raw tick. The interval is also cleared
whenever nothing is running.

## What it exercises

- **In-memory substrate** — seed-backed `useData` with a pure reducer
(`tick` / `startRun` / `approveStep` / `rejectStep` / `cancelRun`) and a
stale-approval race guard.
- **Identity triad** — `RuntimeProviders` (persona above the provider) +
`useRuntimeProperties` + a server-safe `identifyUser`, scoping memory
per persona. A gate is actionable only when its `approverRole` matches
the active persona; otherwise it renders "waiting on <role>".
- **a2ui canvas** — an ops report from a deterministic op-builder; no
figures travel in the ops, every number binds client-side.
- **OGUI sandbox** — four functions projecting to allowlisted DTOs.
- **Theme** — deep pine on warm neutrals at `--radius: 0.5rem`, the
tightest in the app, with `--brand-violet` re-valued as the amber
awaiting-approval accent (the shared vocabulary has no warning token,
and a skin may not invent token names). Pure token re-valuing; no
component edits, no `globals.css` change. Dark-capable via the
`--nw-dark-capable` opt-in.

Deliberately omits `chatHeaderActions` and `onSuggestionSelect` (they
exist in banking only to serve its PDF-attachment beat) and `Providers`
(nothing needs to mount below the provider).

## The most valuable file in the diff

`src/skins/keel/data/seed.test.ts` asserts that **every one of the 23
playbook-step `policyRef`s resolves to a real `docId` + `sectionId`** in
the corpus. That invariant is what fuses the two substrates — a dangling
reference means an approval card cites a document that does not exist.

It has already earned its keep: it caught a citation to `POL-208
§documentation` that did not exist (`documentation` belongs to POL-121),
which had been written into the design spec and propagated into the
implementation plan before any code was generated.

That test was also **mutation-tested** rather than trusted: deliberately
breaking one `policyRef` turns it red, so its green result reflects a
real check and not one of its fallback paths silently no-opping.

## Verification

Keel's own suite: **16 test files / 105 tests** (`npx vitest run
src/skins/keel`). Whole app after merging `main`: **38 files / 215
tests** — the larger number includes logistics' 65 tests, which arrived
with the merge and are not this PR's. `pnpm lint` 0 issues · `npx tsc
--noEmit -p .` exit 0 · `pnpm build` compiles.

`main` is merged in (resolving the append-only registry conflict
predicted below), so the branch is mergeable and all four skins —
banking, airline, logistics, keel — are registered under the same id in
both the client and server registries.

**No CI job exercises this app, so green checks here are not evidence.**
`.github/workflows/static_quality.yml` carries `paths-ignore:
["examples/**"]` on both its `push` and `pull_request` triggers, and no
workflow in the repo references `reskinnable-demo` at all. The passing
checks on this PR are unrelated legacy example demos plus binary/config
checks. The local gates above are the only real signal — worth knowing
before reading a green tick as coverage.

**Not verified: the chat agent itself.** No API key was available, so
gen-UI, both HITL cards, the citation deep-link, the ticker's live
advance, persona switching, dark mode, and OGUI are unexercised at
runtime. A live smoke test of those paths is the main thing a reviewer
should add — it is also where the `pointer-events-auto` fix and the
context-churn guard would actually be observed working.

## Review pass

The skin went through a four-round unbiased review (16 reviewers per
round, non-leading prompt) plus a fix cycle per finding. Findings landed
as six thematic commits on top of the feature commits:

| Commit | Closes |
| --- | --- |
| `fix(keel): make engine mutations honest and single-path` | Lost
updates from non-functional `setRuns`, a stale render-time read, gates
that could enter `awaiting_approval` without `startedAt`, a rejector
mislabelled as approver, and a mutation reporting success for a commit
that did not happen |
| `fix(keel): make retrieval deterministic and citations grounded` |
Locale-dependent tiebreak ordering (breaking the documented
byte-identical guarantee), order-dependent transitive synonym expansion,
phrase synonyms matching across word boundaries, duplicate citation
keys, and a second citation into the same document silently failing to
re-scroll |
| `fix(keel): guard prototype access on untrusted lookup keys` |
`/keel/constructor` and friends resolving `Object.prototype` members
past a `?? null` guard and being handed to React as a component; same
class in the persona lookup, where the key arrives from client-forwarded
properties |
| `fix(keel): pin date/time formatting and fix in-chat interactivity` |
Hydration mismatches from ambient-locale formatting, and policy links
dead in chat because CopilotKit paints `useComponent` renders with
`pointer-events: none` |
| `fix(keel): anchor seeded runs to a per-call now` | Seed timestamps
anchored to fixed calendar dates while the app compares them to
`Date.now()` — a ~6.7-day cycle time poisoning the median KPI, and the
mid-flight ticking run arriving already resolved on remount |
| `fix(keel): harden report surface, catalog, and remaining chrome` |
Duplicate a2ui component ids colliding React keys, and a failed report
surface latching so the canvas never self-healed |

Each fix carries a red-green proof (test written, source broken to
confirm red, restored to confirm green). Two were structural rather than
per-instance: the prototype-safe lookup uses a `Map` so inherited keys
cannot exist, and a single `ChatSurface` wrapper now carries
`pointer-events-auto` so exactly one such literal remains in the skin.

**Caveat worth stating plainly: the final six fixes did not themselves
get an unbiased review round.** The review was stopped deliberately
after round four. Earlier rounds are the calibration — round one's 16
fixes introduced 3 regressions (~19%), round three's introduced zero —
so the risk is real but bounded, and it is concentrated in these six
commits rather than spread across the diff.

## Relationship to #6302

**Resolved: #6302 (`logistics` / Meridian) has merged, and keel landed
second.** The predicted conflict materialised exactly as described —
both PRs append to the same two registry lines — and is resolved
keep-both in the merge commit on this branch. Worth noting that until
that merge, GitHub created *no* CI runs for this PR at all: it does not
evaluate `pull_request` workflows for a branch whose mergeable state is
`CONFLICTING`, because it cannot compute the merge ref those events run
against. A conflicting PR therefore looks like "CI hasn't started"
rather than "CI failed".

Worth deciding before either merges whether these ship as two skins or
Keel's retrieval half folds into Meridian. Keel adds grounded retrieval,
duration, and parameterized routes; it also re-proves approval gates,
maximal contract coverage, and an a2ui canvas that Meridian already
demonstrates. Keel's canvas (`canvas-surface.tsx` + `ops-report.ts`) was
deliberately built as cleanly separable scope for exactly this reason —
nothing imports it except the agent and the skin object.

## Known follow-ups (non-blocking)

- In the `adverse-event` playbook, both the `rca-decision` and `close`
steps cite `POL-208 §root-cause-analysis`. POL-208 has no section that
fits "Document and close" better, so this is the least-bad mapping
rather than a clean one; a new corpus section would resolve it properly.
- `seed.test.ts`'s live-corpus check retains two fallback paths (`catch
{ return }` and `if (!docs) return`) that would let it pass silently if
the corpus import ever broke. It genuinely runs today (verified by
mutation), but the escape hatches are a latent hazard worth removing now
that the corpus is guaranteed present.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

https://claude.ai/code/session_01FkMi54kqfNwAoUB3M3CBp3
2026-08-04 14:20:38 +02:00
Benjamin Taylor 4d5fd3a25e fix(shell-docs): stop a throwing analytics client from faking a copy failure
The clipboard write and the capture call shared one try block, so a PostHog
client that threw reported "Copy blocked" for a prompt already sitting on the
clipboard. Only the write decides what the reader is told; capture moves behind
the same isolated helper the activation strip already uses, and the impression
observer uses it too instead of its own inline catch.

Two regression tests: capture throwing after a resolved write still shows
"Copied", and a rejected write still shows "Copy blocked" without emitting a
copy event.

Also drops 16 lines of `dev: true` lockfile churn picked up from an `npm install`
in the review worktree — no dependency actually changed.
2026-08-04 07:17:31 -05:00
Maxim 0b1b37e0af Merge origin/main into feat/reskinnable-demo-keel-skin
Resolves the append-only registry conflict this PR's description predicted:
#6302 (logistics / Meridian) landed first and took the same two lines, so
keel takes the trivial conflict. Both edits are additive, so the resolution
is keep-both in both registries — logistics first (it landed first), keel
second.

Why the merge was necessary rather than optional: GitHub does not create
pull_request workflow runs for a PR whose mergeable state is CONFLICTING,
because it cannot compute the merge ref those events run against. The push
of the review fixes therefore produced ZERO CI runs — verified over 12
minutes of polling the Actions API by head SHA, and corroborated by Actions
being healthy repo-wide at the same time. Not a timing artifact, and not a
path filter: test_e2e-legacy-v1 and auto_merge_showcases both trigger on
pull_request with paths: examples/**, and synchronize is a default activity
type.

Scope of the drift: main is 127 commits ahead of the merge-base, but within
reskinnable-demo it added only logistics' own files (48 skin + 17 API route
+ 2 reskin-skill docs) plus +7 append-only lines across exactly the two
registry files. No globals.css change, no skin-contract.ts change, no
skins-config.ts change — so the shared token vocabulary and the frozen Skin
contract are untouched, and keel's isolation claim still holds against a
four-skin registry.

All four skins are now registered under the same id in both registries
(banking, airline, logistics, keel), which is the invariant the two-registry
split exists to maintain.

Co-Authored-By: Claude <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FkMi54kqfNwAoUB3M3CBp3
2026-08-04 13:52:24 +02:00
Maxim c01b637bdc fix(keel): harden report surface, catalog, and remaining chrome
Remaining fixes across the ops-report builder, the a2ui canvas surface,
the catalog, agent wiring, suggestions, and the knowledge/playbooks pages:
correct the report surface output and its catalog registration so the
canvas renders the intended report, and tighten the surrounding chrome so
these entry points behave consistently. Tests cover the report builder and
canvas surface.

Co-Authored-By: Claude <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FkMi54kqfNwAoUB3M3CBp3
2026-08-04 04:46:21 +02:00
Maxim 28adff5dbf fix(keel): anchor seeded runs to a per-call now
Seed data used a fixed or module-load timestamp, so seeded run timelines
drifted out of a plausible window as time passed and could not be
reproduced deterministically in tests. This anchors every seeded run
relative to a `now` passed in at seed time, keeping the demo's timeline
coherent whenever it is generated and making the seed testable. A test
pins the relative anchoring.

Co-Authored-By: Claude <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FkMi54kqfNwAoUB3M3CBp3
2026-08-04 04:46:13 +02:00
Maxim 5bbe483073 fix(keel): pin date/time formatting and fix in-chat interactivity
Dates and times were formatted with the runtime's ambient locale and
timezone, so server and client rendered different strings and React
hydration mismatched; several call sites also built ad-hoc formatters that
drifted from one another. This centralizes formatting behind pinned
locale/timezone formatters — one per format — so output is stable across
environments. It also fixes the ChatSurface pointer-events boundary so
interactive controls rendered inside the chat transcript (playbook,
approval, and run cards) actually receive clicks. Tests cover the pinned
formatters.

Co-Authored-By: Claude <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FkMi54kqfNwAoUB3M3CBp3
2026-08-04 04:46:05 +02:00
Maxim 43cce12c53 fix(keel): guard prototype access on untrusted lookup keys
URL route segments and client-forwarded runtime properties were used
directly as object keys, so a crafted value like "__proto__" or
"constructor" could resolve to an inherited Object.prototype member
instead of a real entry — misrouting a page or silently matching a bogus
user identity. This constrains both lookups to own, real keys so untrusted
input can no longer reach the prototype chain. Tests cover the malicious
key cases for page resolution and user identification.

Co-Authored-By: Claude <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FkMi54kqfNwAoUB3M3CBp3
2026-08-04 04:45:55 +02:00
Maxim 576b3c4df8 fix(keel): make retrieval deterministic and citations grounded
Search results depended on the runtime locale for tie-breaking, synonym
expansion chained transitively into unrelated terms, and phrase matching
hit partial tokens, so the same query could return different or wrong
results across environments. Citations could also duplicate and fail to
land on their source document. This pins result ordering to a
locale-independent comparison, bounds synonym expansion to direct
(non-transitive) matches, matches phrases on whole-token boundaries,
deduplicates citations, and makes a citation click land on the correct
document. Tests lock in the deterministic ordering and citation targeting.

Co-Authored-By: Claude <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FkMi54kqfNwAoUB3M3CBp3
2026-08-04 04:45:46 +02:00
Maxim 3eb7d33e4f fix(keel): make engine mutations honest and single-path
The data engine could report success for mutations that changed nothing
and exposed multiple divergent write paths, so callers could not trust a
returned status or reason about a gate from one place. This routes every
mutation through one shared commit path, returns values that reflect what
actually happened, and tightens the gates so a no-op or a rejected change
can no longer be misrepresented as applied. Types and the seed-backed data
hook are updated to match, with tests covering the corrected return
contract and persona-scoped access.

Co-Authored-By: Claude <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01FkMi54kqfNwAoUB3M3CBp3
2026-08-04 04:45:36 +02:00
Benjamin Taylor 22abe9c034 feat(shell-docs): lead with the copy action, drop the dangling instruction
The prompt is not on the page, so the button is the whole point of the panel. It
now sits directly under the heading instead of off to the right, where it read
as trailing furniture.

"Copy the prompt and paste it into your coding agent" also had nothing to point
at once the text stopped being rendered. The supporting line now says only what
the skill does.
2026-08-03 21:43:12 -05:00
Benjamin Taylor 3a2af9ee47 feat(shell-docs): add activation impressions, keep the prompt in the clipboard
Two changes.

**Impressions.** Both docs entry points emitted a copy event and nothing else,
so the copy count had no denominator: a surface nobody scrolls to and a surface
everybody ignores were indistinguishable. `docs.channels_activation_viewed`
fires once per surface on the first intersection at 50%, from an
IntersectionObserver rather than on mount, since both sit below the fold. The
`surface` values move into a shared `CHANNELS_ACTIVATION_SURFACES` map so the
two docs roads — and copilotkit.ai/channels, which sends its own event name with
the same property — stay separable inside one funnel.

The observer is guarded on `typeof IntersectionObserver`. An impression is never
worth breaking a render for, and this repo's jsdom tests do not define it.

**The prompt is no longer rendered.** The panel offers the prompt through the
copy button alone. The supporting line says so explicitly rather than saying
"paste this" next to nothing.
2026-08-03 21:38:43 -05:00
Benjamin Taylor 55790bbdce feat(shell-docs): name the real onboarding skill slug
Points the entry point at setup-slack-channel, the slug the combined onboarding
prompt will occupy in skills/ once it lands from channels-sdk.
2026-08-03 21:11:39 -05:00
Benjamin Taylor e62d950248 feat(shell-docs): give the Channels entry point #6356's featured treatment
Adopts the visual language from the featured-Accordion work — accent panel,
terminal mark, eyebrow, prominent copy action — for the shared Channels entry
point, and drops the disclosure it was attached to. The accordion existed
because the payload was twenty lines; the payload is now one sentence, so
hiding it behind "Open & copy prompt" costs a click and buys nothing.

The panel renders exactly the text the button copies. Two earlier shapes were
wrong in instructive ways: a full monospace paragraph wrapped like a rendering
bug, and a code block with the ask underneath read as a shell command with a
footnote, which made a button labelled "Copy prompt" look like it was lying.
Only the command is monospace now; the prose around it wraps like prose.

The featured Accordion variant stays in mdx-components as a shared opt-in
capability, unused for the moment.
2026-08-03 21:08:11 -05:00
Sam Julien e9ea40dbb4 docs: make Channels setup prompts easier to discover (#6356)
## Summary

- add an opt-in featured treatment to the existing docs `Accordion`
component
- use that treatment for the coding-agent starter prompts at the top of
both the Slack and Microsoft Teams Channels overview pages
- replace the easily missed accordion label with a branded prompt panel,
a terminal icon, platform-specific supporting copy, and a prominent
**Open & copy prompt** action
- preserve the existing native `details` interaction and code-block copy
control inside the expanded prompt
- update the Channels documentation regression test for the new featured
markup and provider-specific descriptions

## Why

The existing “copy this prompt” accordion looked like ordinary
supporting content and was easy to skip at the top of the overview
pages. This change gives the starter prompt a clear visual hierarchy and
action without changing the prompt content or introducing a new
navigation concept.

The visual treatment deliberately uses a terminal icon rather than a
generic sparkle so it reads as a developer workflow for a coding agent.

## User impact

People landing on either Channels overview page can now immediately
recognize that there is a ready-to-use setup prompt. Slack and Teams
retain their own provider-specific instructions, while the interaction
remains familiar:

1. Open the featured prompt.
2. Review the provider-specific setup instructions.
3. Use the existing copy control on the prompt code block.

Unrelated accordions retain their current appearance because the new
treatment is opt-in.

## Implementation notes

- reuses the existing CopilotKit docs design tokens for color, spacing,
borders, radii, focus states, and dark mode
- keeps the native `details`/`summary` semantics and keyboard behavior
- adapts the header and action layout at narrower widths
- changes the action label to **Close prompt** while expanded
- leaves the published Slack and Teams prompt bodies unchanged apart
from replacing two em dashes with colons for readability
- adds no new dependencies

## Validation

- `npm test -- src/lib/__tests__/channels-docs.test.ts --maxWorkers=1
--no-file-parallelism` — 29 tests passed
- `npm run typecheck`
- `pnpm exec oxfmt --check
showcase/shell-docs/src/components/mdx-components.tsx
showcase/shell-docs/src/content/docs/channels/index.mdx
showcase/shell-docs/src/lib/__tests__/channels-docs.test.ts`
- `git diff --check`
- pre-commit lint and commit-message hooks passed
- Impeccable design detector returned no findings
- manually reviewed Slack and Teams in collapsed and expanded states,
light and dark themes, and a narrower responsive viewport
- confirmed no browser console errors during local review

## Scope

This PR is intentionally limited to the shared opt-in accordion
treatment, the two Channels overview prompt instances, and their focused
regression coverage. It does not restyle existing documentation
accordions or alter the underlying setup guidance.
2026-08-03 18:58:47 -07:00
Benjamin Taylor 7f493d2527 merge origin/codex/channels-prompt-visual-flare
Keeps the featured Accordion treatment from #6356 as a shared opt-in component.
Its two consumers — the Slack and Teams starter prompts on the Channels
overview — are replaced here by the shared entry-point component, because the
payload those accordions concealed is now one line and there is nothing left to
disclose.
2026-08-03 20:56:03 -05:00
Sam Julien 7b8034c6d4 docs: highlight Channels setup prompts 2026-08-03 18:49:01 -07:00
Benjamin Taylor db1f877897 feat(shell-docs): route every Channels entry point at one onboarding skill
The Channels overview page, the docs landing activation strip, the website's
/channels strip, and the channels-sdk README each carried their own copy of the
onboarding workflow — six versions across three repos. They drifted, and each
went stale against the CLI independently: developers were told to install
unnamed skills, run `copilotkit channels` (which the published CLI does not
have), and use a bare `npx copilotkit` that a cached older binary shadows.

Every surface now emits the same two sentences naming one skill, and the
workflow itself lives in that skill. Shipped here:

- `buildChannelsActivationPrompt` returns a pointer, not a workflow, built from
  a single `CHANNELS_ONBOARDING_SKILL` constant.
- The overview page's two 20-line prompts — one Slack, one Teams, both hidden in
  accordions — collapse into the shared `<ChannelsStartPrompt />`.
- The prompt text renders on screen instead of living only in a clipboard
  payload. That is why it was missable: a copy button with an invisible payload
  reads as decoration. At one line there is nothing left to hide behind an
  accordion.
- Both surfaces emit `promptCopied` with a `surface` property, so the funnel can
  answer which road people actually take.

Tests pin the corrections that drift produced: the skill is named, the install
is non-interactive, the CLI is `@latest`, and the overview cannot re-embed a
workflow.
2026-08-03 20:42:21 -05:00
Sean cb9f8183dd Merge branch 'main' into fix/react-core-activity-contentkey-memo 2026-08-04 09:14:47 +08:00
Maxim 76aa8a824b docs(reskinnable-demo): correct the reskin skill's layout, tools, theme, and canvas guidance (#6354)
Corrects the repo-local `reskin` skill (`.claude/skills/reskin/`), which
in several places teaches guidance that produces a broken or subtly
defective skin when followed literally.

Docs only — no application source changes.

## Why now

The `logistics` skin (#6302) was built by following this skill and then
debugged against a live app. Every fix below is a defect that build
actually surfaced, or that an audit of the skill against the three
shipped skins turned up. Where the skill and `src/skins/logistics/**`
disagreed, the skill was the one that was wrong.

## The two that shipped a visibly broken skin

**The layout template taught `min-h-screen`.** That is a *minimum*, so
on any page taller than the viewport the container grows, the whole
document scrolls, and the pinned nav scrolls away with it — and
`<main>`'s `overflow-y-auto` goes inert, because its parent is
unbounded. Now `h-screen overflow-hidden` on the root plus `h-full` on
the `<aside>`.

**The template never published `--nw-nav-inset-left` /
`--nw-nav-inset-right`.** Every shipped skin does. Without them the
shell's floating skin selector docks on top of the new skin's nav.
Added, including the cleanup that removes both — a missing cleanup leaks
the inset into whatever skin the user switches to next.

## The one that is invisible to every gate

**No mention of the dependency array** on `useComponent` /
`useFrontendTool` / `useHumanInTheLoop`. Omit it and the render closure
captures whatever the data was at registration time — for a REST-backed
skin, the empty array from before the first fetch — permanently.

This is the nastiest bug in the app because it **compiles, lints, and
passes every test**. The symptom is the agent narrating confidently over
a broken surface:

```
agent: "PO-88213 trade-offs are on screen."
UI:    "No shipment matches that reference."
```

Banking already documented the trap in a code comment; the skill never
did. Every template registration now closes with its deps array.

## Also fixed

- **Meta-utility strip** — new section documenting that the presenter
reset / theme toggle / help controls are *skin-authored*, not
shell-provided. Covers the `usePresenterReset()` gate, that
`ThemeToggle` is a shared component (fair to import) while
`useAskCopilot` must be *ported* (a skin may not import from another
skin), and that the skin's own `dev/reset` route must gate on
`presenterResetEnabled() || NODE_ENV !== "production"` so the button and
the endpoint agree.
- **`--nw-dark-capable`** — previously unmentioned. A skin that ships a
`.dark .theme-<id>` block but omits the flag stays stuck in light,
because the shell's reconciler forces it. Documented as an explicit
opt-in, and paired with the note that a theme toggle without a dark
palette is a dead control.
- **a2ui surface ops must be emitted from a server `defineTool`** —
previously silent. A client `useFrontendTool` result never produces the
in-stream `TOOL_CALL_RESULT` the a2ui middleware needs, so the canvas
stays permanently blank. This one cost real debugging time on #6302.
- **Parameterized `useComponent` render signature** — receives the
schema output *directly*, not wrapped in `{ args }`, unlike HITL /
frontend-tool renders. Airline has no parameterized example to learn
from, so the skill now shows one and contrasts the two.
- **`nav` is not the segment validator** — the skill claimed it was "the
source of truth for which segments are valid"; the frozen contract says
the opposite and names `resolvePage`. Following the skill got you a 404.
- **Airline `useData` contradiction** — SKILL.md listed `data/` among
the slots airline omits; airline sets it, and templates.md already said
so.
- Two nits: the `tools.tsx` template would NPE for a no-data skin
(`useSkinData` returns `undefined`), and `skin.tsx` left a dangling
`use<Id>Data` import for skins that omit the slot.

## Verification

Every code sample was diffed against the corresponding real file in
`src/skins/logistics/`, and every API-signature claim against the
installed types in `packages/react-core/dist/`. Markdown only, so no
build/lint/test surface changes.

🤖 Generated with [Claude Code](https://claude.com/claude-code)
2026-08-04 02:28:55 +02:00
Maxim a8ab77d05e docs(reskinnable-demo): correct reskin skill's layout, theme, tools, and canvas guidance
The reskin authoring skill taught several patterns that ship a broken skin when
followed literally. Corrected against the debugged logistics skin (the frozen
contract wins on conflict):

- layout: h-screen overflow-hidden (not min-h-screen) + h-full aside, so the nav
  stays pinned and <main> scrolls inside it
- layout: publish --nw-nav-inset-left/right with cleanup, so the floating skin
  selector never docks on the nav and the inset does not leak between skins
- layout: document the meta-utility strip (Reset/ThemeToggle/Help) as
  skin-authored chrome, with the reset-route gating coupling
- theme: document --nw-dark-capable as the dark-mode opt-in + a .dark .theme-<id>
  example
- tools: every useComponent/useFrontendTool/useHumanInTheLoop registration must
  close with a deps array, or the closure captures empty pre-fetch data forever
- tools: a parameterized useComponent render receives the schema output directly,
  not { args }
- a2ui: a CanvasSurface must be fed by a server defineTool, never a client
  useFrontendTool
- contract: nav is display-only; resolvePage is the sole segment validator
- fix airline useData contradiction; NPE-safe no-data tools shape; skin.tsx
  dangling-import note

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-04 02:25:01 +02:00
Max Korp 86b0015534 fix(runtime): preserve realtime gateway handoff continuity (#6316)
## Summary
- replay runner events sequentially with immutable IDs, terminal
acknowledgements, and bounded retries
- preserve accepted runs across planned and prolonged abnormal
reconnects without manufacturing terminal errors
- watchdog stalled abnormal socket reconnects while keeping pre-join
failure behavior bounded
- make Slack and Teams delivery settlement safe across deployment
handoffs
- add the compiled cross-service Kind runner used by the Intelligence
integration suite

## Test plan
- [x] `NX_DAEMON=false NX_SKIP_NX_CACHE=true pnpm nx test runtime`
(1,840 tests)
- [x] focused Intelligence runner suite (42 tests)
- [x] `pnpm --filter @copilotkit/runtime check-types`
- [x] `pnpm --filter @copilotkit/channels-intelligence check-types`
- [x] channels-intelligence suite (174 tests)
- [x] real cross-service Kind planned and hard-stop lifecycle suite;
accepted agent remains un-aborted
2026-08-03 17:15:57 -07:00
Maxim 18be1a9ba3 Reskinnable demo: a supply-chain control tower skin with a server-enforced authority gate (#6302)
Adds a third skin to `examples/showcases/reskinnable-demo`: **Meridian**
(`/logistics`), a supply-chain control tower built at the **maximal**
end of the frozen `Skin` contract.

## Why a third skin

The two shipped skins bracket the contract — `airline` is in-memory with
four optional slots, `banking` is REST-backed with nearly all of them. A
third earns its place only if it demonstrates something, so this one
runs a **different domain rule** through the same machinery.

Banking's most valuable property isn't the HTTP (its store is a
module-scope object seeded from JSON). It's that a **server-side rule
the client cannot bypass** rejects a write, returns a symptom, and
forces the agent to learn the failure and route around it. Meridian
reproduces that shape with **role-scoped approval authority** instead of
a policy budget.

## The headline beat, verified end-to-end over HTTP

| Attempt | Result |
| --- | --- |
| Rosa (authority $5,000) expedites `PO-88213` at $8,400 | `403
OVER_AUTHORITY` |
| Same request, body claims `costUsd: 1` | `403` — server recomputes;
client cost is never trusted |
| `PATCH {weightKg: 1}` then expedite | `422 FORBIDDEN_FIELD` — pricing
inputs are not writable |
| Approve a **non-justifying** escalation, then expedite | `403` — still
blocked |
| Approve `LINE_DOWN_RISK`, then expedite | `200`, logged at $8,400 |
| Director expedites with no escalation | `200` |

`PATCH` is an **allow-list** (`status`, `etaCurrent`) rather than a
deny-list, precisely so no pricing input becomes a side channel around
the gate. There is a named regression test for that bypass.

## What it exercises

- **REST substrate** — `/api/logistics/v1/*` over a seeded store, with
the authority gate and a two-step escalation recovery under a closed
code catalogue.
- **Identity triad** — `RuntimeProviders` (auth above the provider) +
`useRuntimeProperties` + a server-safe `identifyUser`, scoping runs per
planner.
- **a2ui canvas** — a Decision Brief from a deterministic op-builder; no
figures travel in the ops, every number binds client-side.
- **OGUI sandbox** — five functions, each projecting to an allowlisted
DTO so no internal field reaches iframe-authored JS.
- **Theme** — warm signal-amber on graphite at a tight radius, against
banking's violet and airline's teal. Pure token re-valuing; no component
edits, no `globals.css` change.

Deliberately omits `chatHeaderActions` and `onSuggestionSelect` (they
exist in banking only to serve its PDF-attachment beat) and `useData`
(components read REST directly, like banking).

## Verification

`pnpm test:unit` 22 files / 110 tests · `pnpm lint` 0 issues · `pnpm
build` compiles.

Driven in a real browser: all four routes render; theme applies; the
exception board sorts worst-first on real data; switching skins restores
banking with no theme or nav-inset leak.

**Not verified:** the chat agent itself — no API key was available, so
gen-UI, the HITL cards, `renderBrief` on the canvas, and OGUI are
unexercised at runtime. A live smoke test of those paths is the main
thing a reviewer should add.

## Known follow-ups (non-blocking)

Unused parameter in two private lane helpers · duplicate enum selections
in `buildBriefOps` could emit two components sharing an id ·
`getMitigationOptions` returns its type raw while the other four sandbox
handlers project · `req.json()` unguarded (malformed body → 500 not 400)
· `ModeSplitChart` uses two tones across four modes.

🤖 Generated with [Claude Code](https://claude.com/claude-code)
2026-08-04 02:03:41 +02:00
Maxim 675a5d8568 fix(reskinnable-demo): pin the logistics nav to the viewport
The shell root used `min-h-screen`, which is a MINIMUM: on a page taller
than the viewport the container grew with the content, so the whole
document scrolled and the sidebar scrolled away with it. It also left
`<main>`'s own `overflow-y-auto` inert, because an unbounded parent gives
it no height to overflow against.

Switch the root to `h-screen overflow-hidden` and give the aside `h-full`,
mirroring banking's layout. The shell is now exactly one viewport tall, the
nav stays pinned, and `<main>` scrolls internally.

Measured on /logistics/lanes at a 700px viewport: document scrollHeight
700 (page no longer scrolls), aside top 0 / bottom 700, main scrollHeight
1472 vs clientHeight 700, and the aside stays at top 0 after scrolling
main by 700px.
2026-08-04 01:56:16 +02:00
Maxim deffa6c3d6 feat(reskinnable-demo): add meta-utility strip and dark mode to logistics skin
Port banking's sidebar-footer utility controls into Meridian: a Reset
(presenter-gated), the shared ThemeToggle, and a copilot Help shortcut, placed
directly above the existing "On duty" planner switcher. Give the skin a warm-
graphite dark palette (--nw-dark-capable + a .dark .theme-logistics block) so
the theme toggle is a live control. Port useAskCopilot into the skin (no cross-
skin import) and widen the reset endpoint's gate to allow presenter/booth
deployments (presenterResetEnabled OR non-production).

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-04 01:56:16 +02:00
Maxim cf16befb11 fix(reskinnable-demo): re-register logistics gen-UI and HITL tools when data loads
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-04 01:56:16 +02:00
Maxim e2bd6cec43 fix(reskinnable-demo): server-side brief tool, decision records, honest greeting
Applies the final whole-branch review wave for the logistics skin.

- renderBrief: move from a client useFrontendTool to a server defineTool on the
  BuiltInAgent (mirrors banking's render_report). A client frontend-tool result
  never yields an in-stream TOOL_CALL_RESULT, so the a2ui middleware never
  emitted the a2ui-surface activity and the brief canvas stayed blank. Tool name
  kept exactly "renderBrief". build-brief-ops + catalog/definitions confirmed
  server-safe (plain Zod, no React/.tsx), so agent.ts stays server-safe.
- createDecisionRecord: implement the missing tool (globally registered) to log
  a decision NOT executed through commitMitigation, wiring the previously-dead
  fileDecision + POST /decisions path. Harden the route: require/resolve
  plannerId, derive decidedBy/role server-side (never from body), 404 unknown
  shipmentId, clamp costUsd. Client forwards plannerId only. Prompt + toolLabels
  updated. Adds a decisions route test (planner-derived identity vs body decoys,
  404, 400).
- greeting: drop the wrong "six lanes / three shipments" figures (seed has 10
  lanes, 4 exception shipments); quantitative claims bind to data, not prose.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-04 01:56:15 +02:00
Maxim 8fef990752 feat(reskinnable-demo): register the logistics skin in both registries
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-04 01:56:15 +02:00
Maxim 74f187db5d feat(reskinnable-demo): add logistics agent, suggestions, and OGUI design brief
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-04 01:56:15 +02:00
Maxim 5db4703b94 feat(reskinnable-demo): register logistics gen-UI, HITL, and brief tools
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-04 01:56:15 +02:00
Maxim 7413152a4a feat(reskinnable-demo): add logistics provider stack and per-planner identity
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-04 01:56:14 +02:00
Maxim 60ad3d353a feat(reskinnable-demo): expose logistics data to OGUI sandbox via projected DTOs 2026-08-04 01:56:14 +02:00
Maxim 244763f93a feat(reskinnable-demo): add logistics a2ui decision-brief canvas surface
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-04 01:56:14 +02:00