#6136 changed the demo substantially and left the README describing an older
build. Corrections:
- It documented CopilotPopup; the chat is a left-docked CopilotSidebar rendering
two columns (thread rail + conversation) with the app's nav rail on the right.
- It called the learned over-limit memory `procedural`; the code writes
`operational`.
- It said the Glass Engine Memory tab was "top-k semantic recall, not a full
enumeration". It is now a complete enumeration ("Stored memories (N)"),
aggregated across the demo's identities, with semantic search as a separate
box.
- It listed per-run reset as a future follow-up. It ships, gated behind
PRESENTER_RESET_ENABLED, and also re-seeds memory and returns to the bare root.
- It described showTransactions as a useFrontendTool; it is a useComponent so it
persists in the transcript.
- The "change my Visa PIN from the team page" example described a navigation
fallback; PIN entry is now a component in the chat and the agent never sees the
digits.
Adds what was missing: the eight-pill demo script, the /charges page, the PDF/Q2
multimodal beat, seeded memory (and why the over-limit procedure is deliberately
NOT seeded), the components-not-markdown-tables rule, per-team chart colour, and
the two incompatible helper families in actions.ts that make destructuring `ok`
report a success as a failure.
All three screenshots are replaced — they showed the old right-docked chat, so
they contradicted the first paragraph.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Turns the Northwind Finance banking demo into a presentable end-to-end demo.
Every beat was driven live and verified against real app state, not just the
agent's own claims.
The demo is eight suggestion pills, in order: show a chart; change a card PIN in
an interactive in-chat component; ask what is on screen; open the 10 most
expensive charges; prep the Q2 report from an attached PDF invoice; summarize
spend using a remembered preference; handle an unrecognized charge using a
remembered procedure; and finally learn a brand-new procedure by watching the
officer clear an over-limit charge. The last three are sequenced deliberately:
already-knows-a-preference, already-knows-a-procedure, learns-a-new-one — and on
a fresh thread the newly learned procedure is recalled and applied to a
different charge unaided.
Shell and UI:
- Chat docks LEFT as two columns (thread rail + conversation) with the app's
icon rail moved right via flex `order`, so nav still precedes <main> in the
DOM. The chat surface runs ChatGPT's neutral palette while the app keeps its
violet identity.
- Tool activity renders as ChatGPT-style expandable lines; internal AG-UI
plumbing is filtered out of the transcript.
- Tabular data always renders as components, never markdown tables; a one-row
table is blocked structurally because a single-record table is narration.
- Filed reports are a dashboard (KPI tiles, three charts, decision rows) rather
than a memo, with one colour per team across every chart and ranked bars in
place of a donut that collapsed when an invoice pushed one team to 96%.
- PIN entry happens in the chat component; the agent never asks for or receives
the digits.
Fixes worth review attention:
- Anything a RECALLED procedure can call must be registered globally. Four
action tools were registered on the cards route, so a saved procedure only
worked from one page.
- An unanswered human-in-the-loop card poisons the thread: skipping it left an
unresolved tool call and the next message failed with "Tool result is missing
for tool call ...". The procedure's closing step no longer gates; approvals
that move money still do.
- actions.ts has two helper families that are not interchangeable —
openPolicyException / finalizePolicyException / changeTransactionStatus return
{ok, data/error}, while changePin / addNoteToTransaction resolve with the
updated record. Destructuring `ok` off the second family reports success as
failure.
- A stale canvas surface hid the page: it is derived from the last a2ui-surface
message and replaces the page body until dismissed, but the dismiss effect
keyed on pathname only, so a ?tab= switch left it covering the page.
- Suggestion pills ignore clicks while a run is in flight, since a double-click
orphaned the previous run's tool call.
Deliberately NOT included: the @copilotkit/license-verifier pnpm patch (local
workaround for the "Invalid license token" banner) stays uncommitted, because it
patches a dependency for every install and is not demo scope.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The .first() guard on the 'rendered on the canvas' handoff-pill assertion
was justified by an inaccurate comment (accumulation across exchanges). The
real cause is intra-turn: generateSandboxedUi has followUp:true, so aimock
re-serves the same fixture on the unchanged-userMessage follow-up turn in
replay -> a second identical pill. A terminating sequenceIndex follow-up
fixture was attempted but destabilized the suite (title-generation requests
substring-match the pill text and consume the sequence counter before the
real leg-1 turn), so the .first() guard remains. Test/fixtures only; no
source changes.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
run-demo.sh detaches everything except the Next.js dev server (docker
compose up -d, native Metal TEI via nohup/disown, then exec pnpm dev), so
Ctrl-C on the dev server leaves the docker stack and the host embedder
running. stop-demo.sh brings those leftovers down in one command.
Tears down, idempotently:
- the Next.js dev server on :3000 (defensive; usually gone via Ctrl-C)
- the docker compose stack (project banking-memory), containers only by
default so a re-run reuses the built image + seeded data
- the native Metal TEI on :7067 (Apple Silicon; the host process docker
doesn't manage), SIGTERM then SIGKILL
Flags: --purge also drops volumes for a clean slate; --keep-tei leaves the
slow-to-warm embedder running when only bouncing the stack.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Add full StateGraph + Annotation setup with CopilotKitStateAnnotation.spec
- Show complete tool implementation with proper ToolMessage handling
- Include graph compilation with nodes, edges, and routing logic
- Pattern examples after working shared-state-streaming.ts reference
- Fix both Deep Agents and LangGraph docs versions
- Include formatter fixes for JSON files
Fixes FAC-101
The self-hosted `run-demo.sh` path launches a native Metal
`text-embeddings-router` on :7067 for the durable-memory demo. TEI's
default `--max-batch-tokens` (16384) can fault the Metal backend during
its warmup forward pass on some Apple Silicon machines. The process then
either deadlocks (every thread parked in a pthread cond wait at 0% CPU)
or dies silently with no panic — a GPU-level abort — so it never binds
:7067 and the 300s health wait times out. The demo appears to "crash"
with no actionable error.
Pass `--max-batch-tokens 512` so warmup uses a small forward pass, which
clears reliably. This only bounds per-request tokens (memory texts are
short), not the embedding vectors, so recall stays byte-identical to the
docker/CI embedder.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The bundled tei embedder image is amd64-only; under arm64 emulation the Candle
backend is unavailable and TEI falls back to the ONNX/ORT backend, which needs
onnx/model.onnx files Qwen3-Embedding-0.6B doesn't publish (404) -> crash-loop.
A fresh clone on Apple Silicon therefore couldn't stand up the embedder, so
memory save/recall were dead. Ports the proven pattern from the Intelligence
repo's docker-compose.deps.yml + demos/splat-demo/run-demo.sh into this demo:
- docker-compose.yml: gate the bundled `tei` behind the `cpu-fallback` profile,
so a bare `docker compose up` skips the crash-looping emulated image. amd64/CI
opt back in with `--profile cpu-fallback`. (intelligence's tei dep is
required:false, so it starts fine without it, using MEMORY_EMBEDDINGS_URL.)
- run-demo.sh: one-command cold start. On Apple Silicon it runs a native Metal
TEI on :7067 (same 1.9.3 + Qwen3-Embedding-0.6B => byte-identical embeddings,
~20x faster) and points app-api at it; on amd64/CI it uses the docker tei via
the profile. Mints a dev license if .env lacks one, then starts `pnpm dev`.
- README: correct the failure description (emulation->ONNX crash-loop, not OOM),
document run-demo.sh as the recommended start, and the profile-gated manual path.
All CopilotKit-repo-only (banking's compose is standalone); no Intelligence
changes. Validated: shellcheck clean, compose valid, bare `up` skips tei and
keeps intelligence healthy, memory save/recall verified through the native TEI.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Phase 3 of the banking->Intelligence-main migration. Self-hosted Intelligence
gates the paid `memory` feature behind a signed offline license; a locally-built
(unbaked) app-api trusts a runtime BAKED_LICENSE_KEYS_JSON, so a throwaway
keypair can sign an enterprise license with features.memory=true.
- scripts/mint-dev-license.mjs: prints (or --write upserts into .env)
COPILOTKIT_LICENSE_TOKEN + BAKED_LICENSE_KEYS_JSON + INTELLIGENCE_DEPLOYMENT_MODE.
Drives the signer from the PRIVATE Intelligence source via INTELLIGENCE_REPO
(same coupling the docker-compose image build already has) rather than
vendoring any signing code into this public repo. No secret is embedded; the
script is dev-only and never imported by the app runtime.
- .env.example: documents BOTH the managed path (CopilotKit-issued token, no
baked key — the eventual hosting target) and the self-hosted dev path, so the
demo is not locked to the local stack.
- package.json: add `mint-dev-license` script.
Replaces the ephemeral Intelligence/tmp/mint-banking-license.ts. .env stays
gitignored; nothing sensitive is committed. Local-only until verified.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Phase 2 of the banking->Intelligence-main migration. Main's memory lib
(libs/memory/src/types.ts) closes MemoryKind to topical|episodic|operational;
the demo was authored against the legacy semantic|procedural names, which the
backend now rejects/misfiles. Rename across the whole surface:
- agent prompt (route.ts CLASSIFY + SAVE-THE-PROCEDURE): semantic->topical,
procedural->operational
- recorder instruction (copilot-context.tsx), learning-tab dual-read dropped,
memory-tab KIND_COLORS, memory unit-test fixture
- smokes (facts + drift) and the e2e spec seed + fixtures comment
Only true kind: values renamed; "semantic recall"/"top-k semantic search"
mechanism descriptions left intact (recall is vector search regardless of enum).
aimock fixture re-record was a no-op: the one fixture pins the recall-and-apply
arc (no kind: values); the seed is REST-side in the spec.
Verified: pnpm test:unit 47/47, tsc --noEmit clean, eslint clean on touched files.
Local-only until the full migration is verified against the main stack.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Phase 1 of the banking->Intelligence-main migration (branch:
feat/banking-intelligence-main-migration). PROVEN GREEN against main:
- INTELLIGENCE_DEPLOYMENT_MODE=self_hosted (renamed from legacy DEPLOYMENT_MODE)
- dropped legacy DEFAULT_ORGANIZATION_ID (main's loadAuthEnv rejects it)
- BAKED_LICENSE_KEYS_JSON wired: main gates memory behind a signed license
carrying the "memory" feature (MEMORY_NOT_ENTITLED otherwise). A locally
minted dev enterprise license + baked public key unlocks it (recipe mirrors
Intelligence apps/app-api-e2e global-setup). Verified: /mcp attaches
recall/save/forget_memory and save_memory(kind=topical) round-trips via the
cpk key.
REMAINING (next session): (1) reproducible dev-license mint helper + .env wiring
(mint script currently at Intelligence/tmp/mint-banking-license.ts, ephemeral);
(2) kind rename semantic->topical, procedural->operational across prompt, memory
lib, smokes, e2e spec; (3) aimock fixture re-record for new kinds; (4) re-verify
e2e/smokes/manual arc. Working demo (PR #5763, demo branch) is untouched.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Header documented 70xx ports but actual host-port mappings default to
71xx. Update postgres/redis/minio/minio-console/tei comment ports to
match the real mappings. Comment-only; no ports: mapping changed.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
In handleApprove for both TransactionsList (transactions-list.tsx) and
PendingApprovalsChat (wow/pending-approvals-chat.tsx) the recorder-feed
narration ran in the wrong order:
logStep("Approved the charge");
beginRecording();
endRecording();
`logStep` early-returns unless `activeRef.current` is true, and that ref is
only set inside `beginRecording()`. Worse, `beginRecording()` calls
`setSteps([])`, resetting the feed. So calling `logStep` first was a no-op and
the "Approved the charge" line never appeared in the recorder HUD.
Reorder to match the correct pattern already used in policy-exception-inline.tsx:
beginRecording();
logStep("Approved the charge");
endRecording();
Adds recording-context.test.tsx (vitest + testing-library): a provider-level
ordering invariant plus a component-level test that clicking Approve in
PendingApprovalsChat lands "Approved the charge" in the feed. RED verified
(step dropped with the inverted order) / GREEN with the fix.
Call-site enumeration (grep logStep/beginRecording/endRecording, all src):
- transactions-list.tsx handleApprove — FIXED (was inverted)
- wow/pending-approvals-chat.tsx handleApprove — FIXED (was inverted)
- policy-exception-inline.tsx handleSubmit — already correct (begin -> logStep -> end)
- transactions-list.tsx:254 / pending-approvals-chat.tsx:184 "Opened the
exception form" — logStep inside an already-active window; correct
- dashboard/page.tsx, layout.tsx — unconditional nav/tab logStep that
correctly no-ops when no recording is active; correct
No other site has the inverted begin/log order.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The durable memory feature saves kind:"procedural" (route.ts:150) but the
README and drift-smoke script described/seeded kind:"operational", a
doc/code contradiction. Update both to procedural. The learning-tab
back-compat (operational || procedural) is intentionally left untouched.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
David McKay