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feat(agents): add versioned soul prompts across AI and built-in runtimes - #598

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Sertaç Özercan (sozercan) wants to merge 18 commits into
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soulmd
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Sertaç Özercan (sozercan) wants to merge 18 commits into
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soulmd

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@sozercan

@sozercan Sertaç Özercan (sozercan) commented Sep 15, 2026

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Summary

Add OpenClaw-inspired, versioned persona context through Agent.spec.soul for native type: ai Tasks and every built-in harness-v2 runtime: Codex, Claude, Copilot, and OpenCode.

  • Accept explicit inline Markdown or a SHA-256-pinned ConfigMap source, with bounded UTF-8 validation and fail-closed source resolution.
  • Compose persona defaults separately from role/task instructions and deliver them through each runtime's native instruction mechanism.
  • Protect Copilot/OpenCode instruction files outside the repository workspace, including after ownership restoration and before a retained child resumes.
  • Pin AI Task/Session identity and ACP execution configuration so retries, continuation, and gateway retention cannot silently switch persona revisions.
  • Add management-tool and UI support, generated API manifests, regression tests, and configuration documentation in website/docs/concepts/soul.md.

Semantics and compatibility

This deliberately adapts the SOUL.md concept to Orka's control-plane model; it does not discover repository SOUL.md files or introduce an automatic self-editing loop. Persona text is not a permissions or human-approval enforcement boundary.

Soul configuration is supported for AI workers and built-in harness v2, not external runtimeRef profiles. Copilot conservatively rejects @ in composed instructions to prevent unpinned native file imports.

Review follow-ups

  • Reject unsupported soul updates before persistence using shared controller/tool runtime validation.

  • Reconcile Agent readiness when referenced soul ConfigMaps change, appear, disappear, or are recreated.

  • Reject introducing the first soul after an AI Task has started, including stale-read retry paths.

  • Expose role instructions for all built-in runtime forms while keeping external runtimeRef profiles authoritative.

  • Verified and documented the pinned Copilot ACP delivery and existing transitive ACP lineage hashing; no speculative transport or lineage changes were made.

  • Validate both creation paths after installation-mode defaulting and enforce schema-level source exclusivity.

  • Validate composed Copilot instructions at readiness, including role ConfigMap dependency changes.

  • Retry operational AI preparation failures without consuming attempts, including interrupted/ambiguously acknowledged binding writes.

  • Pin ordinary soul-enabled Session revision metadata transactionally under the exact Task lock before Job creation, keeping identity durable through empty turns and later transcript failures without a new schema/store.

  • Validate default role/composed instructions using the actual AI, ACP, and native transport limits, including role-only Copilot and ConfigMap readiness recovery.

  • Pin explicit no-soul identity before ordinary AI Session execution, including empty/non-appended turns, using the existing hidden anchor and lock fences.

  • State UTF-8 byte limits accurately in tool schemas and test multibyte boundaries without reducing valid ASCII capacity.

  • Preserve immutable AI soul bindings during deletion-generation changes so authorized finalizer cleanup can complete; distinguish attested unbound Gateway startup errors from intentional no-soul history.

Verification

  • make manifests generate and make lint-fix: passed; zero lint issues. Full PR lint also passed with CI's exact --new-from-rev=1528232cd0dd6261ad2d6917e3ae83184ea3276f scope.

  • Full make test: 87 packages passed, using a private Node executable-path mount and test-only Git configuration isolation for this workstation.

  • UI lint passed; bun run test --maxWorkers=2: 126 files / 1,131 tests passed.

  • Independent architecture and adversarial subagent reviews: no outstanding actionable findings.

  • Automated feature and integrated follow-up reviews: scoped-clean at P0–P2. Native Copilot/OpenCode instruction-delivery review evidence was also checked.

  • CI follow-up: the stale OpenCode system-prompt rejection expectation was corrected and independently reviewed. The full live static-mode CRD validation passed on CI's pinned Kubernetes 1.33.7 image in a worktree-scoped kindctl cluster, which was then deleted.

Scoped live kind/Vekil validation passed for native AI and all four built-in harness-v2 runtimes, including Session continuity across controller restart, pinned workspace reads, guardrails, cancellation, pool replacement, and normal cleanup after the admission fix. See the validation comment for setup details and limits; GitHub publication/PR reconciliation and external workspace-provider E2E were not run.

Copilot AI balanced review requested due to automatic review settings September 15, 2026 19:34
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Codex Review Summary

This comment shows the latest Codex review activity on this pull request.

Review Status Commit Review trigger
📝 Code Review Completed 2026-09-17T10:57:20.573029Z dfac7b7 New commits
🔒 Security Review Completed 2026-09-15T19:53:11.238807Z 5ddf63d PR opened
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Reviewed commit: 5ddf63d8fe

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Comment thread workers/acp/supervisor/env.go
Comment thread internal/tools/update_agent.go
Comment thread internal/controller/agent_controller.go Outdated
Comment thread internal/controller/ai_soul.go
Comment thread ui/src/components/agents/agent-create-form.tsx
Signed-off-by: Sertac Ozercan <sozercan@gmail.com>

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Copilot review overview

🟡 Changes recommended

Two critical and one moderate unresolved findings must be addressed before approval.

Get a fresh assessment by requesting another Copilot review.

Review tier: Lite (auto)
Findings: 2 High severity

Note

Copilot is running an experiment and ran this review at Lite.

Open (2)
What changed in this PR

Adds versioned Agent.spec.soul persona context for AI Tasks and built-in ACP runtimes, including pinned sources, native runtime delivery, session protection, tooling, UI, manifests, tests, and documentation.

Changes:

  • Supports inline or SHA-256-pinned ConfigMap soul sources.
  • Projects composed personas through supported runtime mechanisms.
  • Adds persistence, revision binding, management tools, UI, CRDs, and documentation.

Outstanding findings include two critical issues and one moderate schema issue requiring changes.

File Reviewed changes
workers/​acp/​supervisor/​soul_projection_test.go Tests runtime soul projection.
workers/​acp/​supervisor/​server.go Creates protected instruction files.
workers/​acp/​supervisor/​prompt_handlers.go Restores instruction protections before resume.
workers/​acp/​supervisor/​opencode_env_test.go Tests OpenCode environment projection.
workers/​acp/​supervisor/​env.go Adds runtime projections; Critical (3 votes): Copilot’s --no-custom-instructions disables the projected soul.
workers/​acp/​supervisor/​env_test.go Tests runtime environment behavior.
workers/​acp/​supervisor/​config.go Defines projection configuration.
website/​sidebars.js Adds soul documentation navigation.
website/​docs/​reference/​configuration.md Documents soul configuration.
website/​docs/​reference/​api-reference.md Documents soul management arguments.
website/​docs/​concepts/​soul.md Documents soul semantics and lifecycle.
website/​docs/​concepts/​agent-runtimes.md Documents runtime persona delivery.
ui/​src/​schemas/​agent.ts Adds UI soul validation.
ui/​src/​schemas/​agent.test.ts Tests UI soul validation.
ui/​src/​components/​agents/​agent-detail.tsx Displays soul configuration.
ui/​src/​components/​agents/​agent-create-form.tsx Adds soul creation controls.
ui/​src/​components/​agents/​agent-create-form.test.tsx Tests soul creation controls.
manifest_staging/​charts/​orka/​crds/​task-customresourcedefinition.yaml Updates staged Task CRD.
manifest_staging/​charts/​orka/​crds/​agent-customresourcedefinition.yaml Updates staged Agent CRD.
internal/​tools/​update_agent.go Supports soul updates.
internal/​tools/​update_agent_test.go Tests agent updates.
internal/​tools/​soul.go Adds soul tooling schema; Moderate (1 vote): oneOf accepts inline and ConfigMap sources without a digest.
internal/​tools/​soul_update_test.go Tests soul updates.
internal/​tools/​create_agent.go Supports soul creation.
internal/​tools/​create_agent_test.go Tests agent creation.
internal/​tools/​chat_create_agent.go Adds soul support to chat creation.
internal/​tools/​chat_create_agent_test.go Tests chat agent creation.
internal/​store/​store.go Integrates soul persistence with storage.
internal/​store/​sqlite/​session_store.go Stores session data with soul handling.
internal/​store/​sqlite/​session_soul.go Persists soul session identity.
internal/​store/​sqlite/​session_soul_test.go Tests soul retention.
internal/​store/​sqlite/​gateway_store.go Stores gateway soul anchors.
internal/​store/​sqlite/​gateway_session_cleanup.go Cleans up gateway session anchors.
internal/​store/​soul_types.go Defines soul session contracts.
internal/​store/​kube/​session_control.go Integrates soul session control.
internal/​gateway/​service.go Handles gateway soul metadata.
internal/​controller/​task_controller.go Integrates souls into task execution.
internal/​controller/​session_manager.go Manages soul session metadata.
internal/​controller/​opencode_runtime_validation.go Validates OpenCode soul runtime behavior.
internal/​controller/​job_builder.go Delivers literal-safe AI prompts.
internal/​controller/​ai_soul.go Pins AI task soul identity.
internal/​controller/​ai_soul_test.go Tests AI soul binding.
internal/​controller/​agent_controller.go Validates soul configuration during reconciliation.
internal/​controller/​agent_controller_unit_test.go Tests agent reconciliation.
internal/​controller/​acp_soul_session_test.go Tests ACP soul sessions.
internal/​controller/​acp_dispatcher.go Integrates soul-aware ACP dispatch.
internal/​controller/​acp_dispatcher_session.go Handles ACP session soul state.
internal/​controller/​acp_agent_configuration.go Composes role and soul prompts; Critical (1 vote): session lineage omits the frozen Agent or composed-prompt revision.
internal/​controller/​acp_agent_configuration_test.go Tests ACP agent configuration.
internal/​api/​anthropic_tool_loop.go Integrates soul context with the tool loop.
internal/​api/​anthropic_tool_loop_test.go Tests tool-loop soul behavior.
internal/​agentcontext/​soul.go Resolves, validates, composes, and digests souls.
internal/​agentcontext/​soul_test.go Tests soul resolution and validation.
internal/​admission/​execution_mode.go Applies execution-mode soul restrictions.
internal/​admission/​execution_mode_test.go Tests execution-mode restrictions.
internal/​acp/​instruction_projection.go Protects native instruction files.
internal/​acp/​instruction_projection_linux_test.go Tests Linux file protection.
config/​crd/​bases/​core.orka.ai_tasks.yaml Updates the Task CRD schema.
config/​crd/​bases/​core.orka.ai_agents.yaml Updates the Agent CRD schema.
api/​v1alpha1/​zz_generated.deepcopy.go Updates generated deepcopy support.
api/​v1alpha1/​task_types.go Adds task soul binding fields.
api/​v1alpha1/​agent_types.go Adds Agent soul configuration types.
Files not reviewed (1)
  • api/v1alpha1/zz_generated.deepcopy.go: Generated file

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Comment thread internal/controller/acp_agent_configuration.go
Comment thread workers/acp/supervisor/env.go
Copilot AI review requested due to automatic review settings September 15, 2026 19:55

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Copilot review overview

🔵 Needs a closer look

Copilot’s projected instructions remain disabled by --no-custom-instructions, so the feature is not delivered as intended.

Review tier: Lite (auto)
Findings: None

Note

Copilot is running an experiment and ran this review at Lite.

Resolved since last review (2)
Files not reviewed (1)
  • api/v1alpha1/zz_generated.deepcopy.go: Generated file

Signed-off-by: Sertac Ozercan <sozercan@gmail.com>
Copilot AI review requested due to automatic review settings September 15, 2026 20:24

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💡 Codex Review

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Reviewed commit: c29d1147f4

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Comment thread internal/tools/create_agent.go
Comment thread internal/controller/task_controller.go Outdated
Comment thread internal/controller/agent_controller.go Outdated
Comment thread internal/controller/session_manager.go
Comment thread internal/tools/soul.go Outdated

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Copilot review overview

🔵 Needs a closer look

Three unresolved moderate findings must be addressed before approval.

Review tier: Lite (auto)
Findings: None

Note

Copilot is running an experiment and ran this review at Lite.

Files not reviewed (1)
  • api/v1alpha1/zz_generated.deepcopy.go: Generated file

Signed-off-by: Sertac Ozercan <sozercan@gmail.com>
Copilot AI review requested due to automatic review settings September 15, 2026 21:49

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Reviewed commit: a78bc88fa9

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Comment thread internal/controller/agent_controller.go Outdated
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Copilot review overview

🔵 Needs a closer look

Four moderate findings remain unresolved in runtime validation, CRD source exclusivity, harness-v1 handling, and Copilot instruction delivery.

Review tier: Lite (auto)
Findings: None

Note

Copilot is running an experiment and ran this review at Lite.

Files not reviewed (1)
  • api/v1alpha1/zz_generated.deepcopy.go: Generated file

Signed-off-by: Sertac Ozercan <sozercan@gmail.com>
Copilot AI review requested due to automatic review settings September 15, 2026 22:37

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Reviewed commit: 1495c0b05a

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Comment thread internal/controller/task_controller.go Outdated

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Copilot review overview

🔵 Needs a closer look

Four moderate findings remain unresolved and require fixes before approval.

Review tier: Lite (auto)
Findings: None

Note

Copilot is running an experiment and ran this review at Lite.

Files not reviewed (1)
  • api/v1alpha1/zz_generated.deepcopy.go: Generated file

Signed-off-by: Sertac Ozercan <sozercan@gmail.com>
Copilot AI review requested due to automatic review settings September 16, 2026 05:51
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Live kind validation is complete for the scoped soul feature, including the cleanup regression fixed in 4cebf2e.

  • Rebuilt all nine standard images; deployed digest-pinned harness v2 on Kubernetes 1.33.7 with authenticated Vekil.
  • Native AI, Codex, Claude, Copilot, and OpenCode delivered the soul marker and retained two-turn context across a controller restart.
  • All four native runtimes cloned/read the pinned public fixture and reached ReadValidated. General-worker execution also passed.
  • ConfigMap digest failure/recovery, unsafe workspace rejection, empty no-soul Session opt-in rejection, active-prompt cancellation, pre-submission deadline enforcement, and normal RuntimePool deletion/replacement passed.
  • Live cleanup exposed the deletion-generation admission bug. After redeploying the fix, all five stuck AI Tasks finalized normally, and a fresh soul-enabled AI create/run/delete cycle passed. Admission stayed enabled and no finalizers were forced.
  • Synthetic Sessions/resources and the exact-name native-AI ingress exception were removed; the standard Vekil proxy-only policy is retained.

Limits: native AI needed that temporary direct-Provider ingress exception. One Claude acknowledgment omitted the style marker; later continuation/workspace/restart checks included it. Claude workspace reading needed a bounded 12-request retry with an explicit filename after exhausting the initial eight-request budget. Persona is guidance, not behavioral enforcement. No GitHub publication/PR reconciliation or external-workspace-provider live test was performed.

The final fix passed full Go tests, full-PR lint, the Gateway subagent review, and integrated P0–P2 autoreview. No credentials or raw transcripts are included in this report.

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Reviewed commit: 4cebf2ec79

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Comment thread internal/controller/ai_soul.go

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Note

Copilot was unable to run its full agentic suite in this review.

Copilot review overview

Review tier: Lite
Findings: None

Resolved since last review (1)
Files not reviewed (1)
  • api/v1alpha1/zz_generated.deepcopy.go: Generated file

Signed-off-by: Sertac Ozercan <sozercan@gmail.com>
Signed-off-by: Sertac Ozercan <sozercan@gmail.com>
Signed-off-by: Sertac Ozercan <sozercan@gmail.com>
Signed-off-by: Sertac Ozercan <sozercan@gmail.com>
Copilot AI review requested due to automatic review settings September 17, 2026 08:49

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Copilot review overview

🔵 Needs a closer look

Omitted-contract v2 validation still fails in three paths, and Copilot disables the projected instruction file.

Review effort: Lite (auto)
Findings: None

Note

Copilot is running an experiment and ran this review at Lite.

Files not reviewed (1)
  • api/v1alpha1/zz_generated.deepcopy.go: Generated file

Signed-off-by: Sertac Ozercan <sozercan@gmail.com>
Copilot AI review requested due to automatic review settings September 17, 2026 09:23

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Reviewed commit: fee8def62b

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Comment thread internal/controller/task_controller.go

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Copilot review overview

Review effort: Lite
Findings: None

Files not reviewed (1)
  • api/v1alpha1/zz_generated.deepcopy.go: Generated file

Signed-off-by: Sertac Ozercan <sozercan@gmail.com>
Copilot AI review requested due to automatic review settings September 17, 2026 10:13

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Reviewed commit: 201e3b20a2

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Comment thread ui/src/components/agents/agent-create-form.tsx

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Copilot review overview

Review effort: Lite
Findings: None

Files not reviewed (1)
  • api/v1alpha1/zz_generated.deepcopy.go: Generated file

Signed-off-by: Sertac Ozercan <sozercan@gmail.com>
Copilot AI review requested due to automatic review settings September 17, 2026 10:51
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SOUL follow-up validation — September 17, 2026

Final candidate: dfac7b7bc2430abc28162c83062b3fc15f844dd3. Pushed on soulmd and deployed to the scoped kind cluster; no merge or auto-merge performed.

The follow-up fixes cover positive native boot-retirement evidence, fenced abandoned-validation cleanup, SOUL/task-output precedence, strict verification of Kubernetes-reordered preparation JSON, effective built-in contract resolution before SOUL validation, and Copilot inline import-marker validation in the create UI.

Qualified results, not an all-green live release gate:

Gate Result
Output formats 15/15 SOUL, 29/30 overall; Claude's no-SOUL baseline fenced its JSON.
Four-runtime Pod loss 4/4 hard recovery/cleanup, normal Session deletion and positive cleanup receipts; only 1/4 persona-tag/composite passes, Claude.
Coding/publication 6/8, eight unique executions, zero retries. Codex/Claude/OpenCode baseline and SOUL each produced a matching published tree with 12/12 independent tests (72/72 total). Both Copilot executions hit ToolCallFailed: apply_patch and ended Succeeded / NoChange, with no branch/PR or verified test count. Deeper cause is not established.
Omitted runtime contract 4/4 built-ins returned DEFAULT_OK and bound v2; deterministic unit regressions establish the race fix, not live scheduling timing.
AI truncation / size Synthetic overflow exercised real truncation and preserved the first primary-role hash/public trait. An 8193-byte resource was API-accepted but its Task failed before any Pod/Job. Copilot's bounded 8192-byte baseline/SOUL control passed 4/4.
Native compaction / execution observation Unproven, not a pass. Safe observer/capability limits were not bypassed; independent published-tree tests are not proof of native test execution.

Execution attribution: formats/Pod loss used 1ccef291; publication used fee8def6; omitted-contract live checks used 201e3b20. The final dfac7b7b change is UI-only and was verified with UI tests/build plus a served-bundle smoke, not relabeled as a fresh model run.

Local verification: UI lint and 1,133 tests / 126 files passed with bounded concurrency; the first unconstrained run had one unchanged monitor-test timeout, which passed in focused/full reruns without changing timeouts. Latest Go suite passed controller tests and 90 package result lines but unqualified host make test is not green: its only test failure was the Node safe-PATH fixture, separately passed unchanged in a pinned, network-disabled/capability-dropped Node22 container. No production PATH weakening or global Git configuration change. Final scoped independent P0–P2 reviews and candidate credential scan had no findings.

Cleanup: test PRs 38–43 closed without merging, seven existing owned branches deleted (two Copilot planned refs were already absent), and test-repo main remains ebb417521532be09de9c60f3e51ab7a85e91f7a0. The cluster is healthy with no active Tasks or new-run leftovers, and Vekil was not restarted during the final rollout. Eight legacy Sessions / eight controls, 21 terminal Tasks and four Agents remain intentionally retained because historical retirement proof is unavailable. Missing pool objects were not treated as proof; nothing was force-finalized.

CI is still running; this comment does not certify merge-readiness. Detailed redacted local evidence is consolidated in bin/soul-followup/REPORT.md and report.json (gitignored, not PR source).

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Copilot review overview

🔵 Needs a closer look

A critical RuntimePool deletion-recovery issue remains unresolved, and the cross-cutting lifecycle changes require final human review.

Review effort: Lite (auto)
Findings: 1 High severity

Note

Copilot is running an experiment and ran this review at Lite.

Open (1)
Files not reviewed (1)
  • api/v1alpha1/zz_generated.deepcopy.go: Generated file

Comment thread internal/controller/runtime_pool_boot_witness.go
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