feat(explore): inherit machine exploration mode across Goals

apps/presentation/dashboard/smoke/capability-configuration-smoke.ts

@@ -1,6 +1,22 @@
 import assert from "node:assert/strict";
 
-import { changeStewardExecutorDraft, goalReplanCadenceEditorValue, goalReplanCadenceWriteValue, hasReplanCadenceOverride, goalStorageEditorValue, parseEditableCapabilityJson, projectEditableCapabilityConfiguration, replanCadenceEditorDefaults } from "../src/data/capability-configuration.js";
+import { changeStewardExecutorDraft, goalExploreEditorValue, goalExploreWriteValue, goalReplanCadenceEditorValue, goalReplanCadenceWriteValue, hasReplanCadenceOverride, goalStorageEditorValue, parseEditableCapabilityJson, projectEditableCapabilityConfiguration, replanCadenceEditorDefaults } from "../src/data/capability-configuration.js";
+
+const exploreEditor = {fields: [{key: "mode"}, {key: "profile"}, {key: "composition_mode"}, {key: "composition_scope_id", nullable: true}]};
+const exploreEffective = {mode: "planning", profile: "generic", composition_mode: "disabled", composition_scope_id: null};
+for (const current of [{profile: "adaptive-resilient"}, {composition_mode: "explicit_only", composition_scope_id: "bounded-scope"}]) {
+  const draft = projectEditableCapabilityConfiguration(exploreEditor, goalExploreEditorValue(current, exploreEffective));
+  assert.equal(draft.mode, "planning", "sparse Goal overrides display the live inherited mode");
+  assert.equal(Object.hasOwn(goalExploreWriteValue({...draft, profile: "generic"}, false), "mode"), false,
+    "saving another field must not pin the inherited mode");
+  assert.equal(goalExploreWriteValue({...draft, mode: "off"}, true).mode, "off", "an explicit off choice remains writable");
+  const json = parseEditableCapabilityJson(exploreEditor, JSON.stringify(goalExploreWriteValue(draft, false)))!;
+  assert.equal(Object.hasOwn(json, "mode"), false, "form to JSON preserves inheritance intent");
+  assert.equal(projectEditableCapabilityConfiguration(exploreEditor, json, exploreEffective).mode, "planning",
+    "sparse JSON returning to the form displays the effective mode");
+}
+assert.equal(goalExploreEditorValue({mode: "evidence"}, exploreEffective).mode, "evidence",
+  "stored explicit modes win even when device preferences change");
 
 const codexDraft = { executor_endpoint: "codex", executor_model: "gpt-fixture", executor_reasoning_effort: "high", selection_policy: "preferred" };
 const managedDraft = changeStewardExecutorDraft(codexDraft, "executor_endpoint", "dsh");

apps/presentation/dashboard/src/data/capability-configuration.ts

@@ -112,6 +112,18 @@ export function goalReplanCadenceWriteValue(
   return value;
 }
 
+/** Sparse Goal settings display live inherited fields without pinning them. */
+export function goalExploreEditorValue(current: unknown, effective: unknown): Record<string, unknown> {
+  return {...configurationObject(effective), ...configurationObject(current)};
+}
+
+/** Only a stored or deliberately edited mode becomes a Goal override. */
+export function goalExploreWriteValue(draft: Record<string, unknown>, modeOverride: boolean): Record<string, unknown> {
+  const value = {...draft};
+  if (!modeOverride) delete value.mode;
+  return value;
+}
+
 /** A v0 storage selector did not enable creation; opening Settings must not. */
 export function goalStorageEditorValue(value: unknown): unknown {
   const record = configurationObject(value);

apps/presentation/dashboard/src/features/personal-workspace/goal-capability-settings.tsx

@@ -11,7 +11,7 @@ import {
   type GoalConfigurationPreview,
   type GoalConfigurationPartialWrite,
 } from "../../data/chat";
-import { goalReplanCadenceEditorValue, goalReplanCadenceWriteValue, hasReplanCadenceOverride, parseEditableCapabilityJson, projectEditableCapabilityConfiguration, replanCadenceEditorDefaults } from "../../data/capability-configuration";
+import { goalExploreEditorValue, goalExploreWriteValue, goalReplanCadenceEditorValue, goalReplanCadenceWriteValue, hasReplanCadenceOverride, parseEditableCapabilityJson, projectEditableCapabilityConfiguration, replanCadenceEditorDefaults } from "../../data/capability-configuration";
 import { useWorkspaceI18n } from "./i18n";
 import { CapabilityConfigurationFields } from "./capability-configuration-fields";
 import { withReportScheduleTimezone } from "./periodic-report-schedule-field";
@@ -39,16 +39,18 @@ type CapabilityMutationState = Readonly<{
   draft: Record<string, unknown>;
   cadenceOverride: boolean;
   horizonOverride: boolean;
+  exploreModeOverride: boolean;
   partialWrite: GoalConfigurationPartialWrite | null;
   preview: GoalConfigurationPreview | null;
 }>;
 
-function goalWriteDraft(selected: CapabilityConfigurationCatalog["capabilities"][number], draft: Record<string, unknown>, editorMode: "guided" | "json", cadenceOverride: boolean, horizonOverride: boolean) {
+function goalWriteDraft(selected: CapabilityConfigurationCatalog["capabilities"][number], draft: Record<string, unknown>, editorMode: "guided" | "json", cadenceOverride: boolean, horizonOverride: boolean, exploreModeOverride: boolean) {
   const defaults = selected.capability_id === "todo_replan_cadence"
     ? editorMode === "json" ? undefined : replanCadenceEditorDefaults(selected.effective_configuration?.configuration, selected.default)
     : selected.default;
   const writable = projectEditableCapabilityConfiguration(selected.configuration_editor, draft, defaults);
   if (selected.capability_id === "reward_memory") return rewardMemoryWriteValue(writable);
+  if (selected.capability_id === "explore_harness") return goalExploreWriteValue(writable, exploreModeOverride);
   if (selected.capability_id === "todo_replan_cadence" && editorMode === "guided") {
     return goalReplanCadenceWriteValue(writable, cadenceOverride, horizonOverride);
   }
@@ -79,6 +81,7 @@ function useCapabilityMutation({ goalId, loading, onApplied, selected, t }: Read
     draft: {},
     cadenceOverride: false,
     horizonOverride: false,
+    exploreModeOverride: false,
     partialWrite: null,
     preview: null,
   });
@@ -105,13 +108,16 @@ function useCapabilityMutation({ goalId, loading, onApplied, selected, t }: Read
         selected?.configuration_editor ?? { fields: [] },
         selected?.capability_id === "todo_replan_cadence"
           ? goalReplanCadenceEditorValue(selected.current, selected.effective_configuration?.configuration)
+          : selected?.capability_id === "explore_harness"
+            ? goalExploreEditorValue(selected.current, selected.effective_configuration?.configuration)
           : selected?.capability_id === "reward_memory"
             ? rewardMemoryScopeDraft(selected.current, memoryScope.current.goalId === goalId ? memoryScope.current.agentId : "")
           : current,
         selected?.default,
       ),
       cadenceOverride: hasReplanCadenceOverride(selected?.current),
       horizonOverride: Object.hasOwn(selected?.current ?? {}, "planning_horizon_goal"),
+      exploreModeOverride: Object.hasOwn(selected?.current ?? {}, "mode"),
       partialWrite: null,
       preview: null,
     });
@@ -123,7 +129,7 @@ function useCapabilityMutation({ goalId, loading, onApplied, selected, t }: Read
     setMutation((current) => ({ ...current, busy: "preview", partialWrite: null }));
     setError(null);
     try {
-      const nextPreview = await previewGoalConfiguration(goalId, selected.capability_id, configuration === null ? null : goalWriteDraft(selected, configuration, editorMode, mutation.cadenceOverride, mutation.horizonOverride));
+      const nextPreview = await previewGoalConfiguration(goalId, selected.capability_id, configuration === null ? null : goalWriteDraft(selected, configuration, editorMode, mutation.cadenceOverride, mutation.horizonOverride, mutation.exploreModeOverride));
       setMutation((current) => ({ ...current, preview: nextPreview }));
     } catch (reason) {
       setError(reason instanceof Error ? reason.message : t("capabilities.previewFailed"));
@@ -137,7 +143,7 @@ function useCapabilityMutation({ goalId, loading, onApplied, selected, t }: Read
     setMutation((current) => ({ ...current, busy: "apply" }));
     setError(null);
     try {
-      const writableDraft = goalWriteDraft(selected, mutation.draft, editorMode, mutation.cadenceOverride, mutation.horizonOverride);
+      const writableDraft = goalWriteDraft(selected, mutation.draft, editorMode, mutation.cadenceOverride, mutation.horizonOverride, mutation.exploreModeOverride);
       const result = await applyGoalConfiguration(
         goalId,
         selected.capability_id,
@@ -172,6 +178,7 @@ function useCapabilityMutation({ goalId, loading, onApplied, selected, t }: Read
         : { ...current.draft, [key]: value },
       cadenceOverride: current.cadenceOverride || (selected?.capability_id === "todo_replan_cadence" && (key === "count_unit" || key === "count")),
       horizonOverride: current.horizonOverride || (selected?.capability_id === "todo_replan_cadence" && key === "planning_horizon_goal"),
+      exploreModeOverride: current.exploreModeOverride || (selected?.capability_id === "explore_harness" && key === "mode"),
       preview: null,
     }));
     setError(null);
@@ -186,27 +193,33 @@ function useCapabilityMutation({ goalId, loading, onApplied, selected, t }: Read
     }
     setMutation((current) => ({ ...current, preview: null, draft: parsed
       ? projectEditableCapabilityConfiguration(selected.configuration_editor, parsed,
-        selected.capability_id === "todo_replan_cadence" ? undefined : selected.default)
+        selected.capability_id === "todo_replan_cadence" ? undefined
+          : selected.capability_id === "explore_harness" ? selected.effective_configuration?.configuration : selected.default)
       : current.draft,
       cadenceOverride: selected.capability_id === "todo_replan_cadence" && parsed
         ? hasReplanCadenceOverride(parsed) : current.cadenceOverride,
       horizonOverride: selected.capability_id === "todo_replan_cadence" && parsed
         ? Object.hasOwn(parsed, "planning_horizon_goal") : current.horizonOverride,
+      exploreModeOverride: selected.capability_id === "explore_harness" && parsed
+        ? Object.hasOwn(parsed, "mode") : current.exploreModeOverride,
     }));
     setError(null);
   }
 
   function changeMode() {
     if (loading || mutation.busy || !jsonValid) return;
     if (editorMode === "guided" && selected) {
-      const jsonValue = selected.capability_id === "todo_replan_cadence"
-        ? goalWriteDraft(selected, mutation.draft, editorMode, mutation.cadenceOverride, mutation.horizonOverride)
+      const jsonValue = ["todo_replan_cadence", "explore_harness"].includes(selected.capability_id)
+        ? goalWriteDraft(selected, mutation.draft, editorMode, mutation.cadenceOverride, mutation.horizonOverride, mutation.exploreModeOverride)
         : mutation.draft;
       setJsonDraft(JSON.stringify(jsonValue, null, 2));
     }
     setEditorMode(editorMode === "guided" ? "json" : "guided");
     setMutation((current) => ({ ...current, preview: null,
-      draft: editorMode === "json" && selected?.capability_id === "todo_replan_cadence"
+      draft: editorMode === "json" && selected?.capability_id === "explore_harness"
+        ? projectEditableCapabilityConfiguration(selected.configuration_editor,
+          goalExploreEditorValue(current.draft, selected.effective_configuration?.configuration), selected.default)
+        : editorMode === "json" && selected?.capability_id === "todo_replan_cadence"
         ? projectEditableCapabilityConfiguration(selected.configuration_editor, current.draft,
           replanCadenceEditorDefaults(selected.effective_configuration?.configuration, selected.default))
         : current.draft,

docs/architecture/rfcs/desktop-execution-frontends-v0.md

@@ -111,7 +111,7 @@ editor or storage path happens to exist.
 | `todo_replan_cadence` | Device default + Goal override | Reuse review frequency while allowing a Goal's work rhythm. This is completed-work review cadence, not the automation timer. |
 | `multi_subagent` | Goal only | Child model, capacity, responsibility domains and delegation bindings apply to one Goal's team and resource boundary. |
 | `peer_task_coordination` | Goal only | Coordinator identity must refer to a member of this Goal, not an inherited unrelated Agent. |
-| `explore_harness`, `explore_graph` | Goal only | Exploration strategy and opt-in affect this Goal's planning and evidence graph. |
+| `explore_harness` | Device mode default + Goal override | Existing and new Goals inherit off/evidence/planning live. Explicit legacy enabled flags or Goal mode override it; profiles, composition scopes and external delivery authority stay Goal-local. |
 | `progress_review` | Goal only | Drift mode and threshold belong with this Goal's pinned acceptance contract revision. |
 | `reward_memory` | Goal only | Private provider binding and enabled Agents are Goal-local; a global preference cannot spread that data binding. |
 | `lark_kanban_heartbeat_sync` | Goal only | The target board and synchronization follow this Goal's binding and audience. |

docs/architecture/rfcs/desktop-execution-frontends-v0.zh-CN.md

@@ -86,7 +86,7 @@ manager Agent，也不把连接器硬编码到 Codex。
 | `todo_replan_cadence` | 设备默认值 + Goal 覆盖 | 复用复盘频率并允许 Goal 工作节奏；这是已完成工作复盘频率，不是 automation timer。 |
 | `multi_subagent` | 仅 Goal | 子模型、容量、职责域和委托 binding 属于一个 Goal 的团队与资源边界。 |
 | `peer_task_coordination` | 仅 Goal | coordinator 必须是本 Goal 成员，不能继承无关 Agent 身份。 |
-| `explore_harness`、`explore_graph` | 仅 Goal | 探索策略与 opt-in 只影响本 Goal 的规划和证据图。 |
+| `explore_harness` | 设备模式默认值 + Goal 覆盖 | 已有与新建 Goal 实时继承 off/evidence/planning。Goal 的显式模式或旧 enabled 标志优先；规划 profile、组合范围和外部交付权限仍属于各 Goal。 |
 | `progress_review` | 仅 Goal | drift 模式与阈值绑定本 Goal 固定的验收合同版本。 |
 | `reward_memory` | 仅 Goal | 私有 provider binding 和启用 Agent 是 Goal 局部配置，设备偏好不能扩散数据 binding。 |
 | `lark_kanban_heartbeat_sync` | 仅 Goal | 目标看板与同步遵循本 Goal 的 binding 和受众。 |

loopx/capabilities/configuration_ui.py

@@ -315,8 +315,8 @@ def capability_configuration_editor(
             "fields": [_field("enabled", "Enabled", "boolean")],
         },
         "explore_harness": {
-            "supported_scopes": ["goal"],
-            "writable_scopes": ["goal"],
+            "supported_scopes": ["machine", "goal"],
+            "writable_scopes": ["machine", "goal"],
             "fields": [
                 _field("mode", "Exploration mode", "select", options=("off", "evidence", "planning"),
                        description="Evidence only, or evidence with planning. Spawn authority is separate."),
@@ -573,6 +573,11 @@ def _machine_catalog_entry(
             explore_harness_profiles=explore_harness_profiles,
         ),
     }
+    if capability_id == "explore_harness":
+        # Machine preference owns only the mode; profiles and research scope
+        # stay on each Goal. Reuse the existing mode field and generic editor.
+        editor = entry["configuration_editor"]
+        editor["fields"] = [field for field in editor["fields"] if field["key"] == "mode"]
     if isinstance(namespace.get("current"), Mapping):
         entry["machine_current"] = deepcopy(namespace["current"])
     if isinstance(namespace.get("configuration_template"), Mapping):
@@ -610,10 +615,13 @@ def _merge_goal_feature(
     for field in ("default", "current", "documentation", "context_contribution"):
         if isinstance(feature.get(field), Mapping):
             entry[field] = deepcopy(feature[field])
+    previous_editor = entry.get("configuration_editor")
     entry["configuration_editor"] = capability_configuration_editor(
         capability_id,
         explore_harness_profiles=feature.get("profiles") or explore_harness_profiles,
     )
+    if capability_id == "explore_harness" and "default" not in feature and previous_editor:
+        entry["configuration_editor"] = previous_editor
     if capability_id == "reward_memory":
         for field in entry["configuration_editor"]["fields"]:
             if field["key"] == "agent_id":
@@ -669,6 +677,31 @@ def _attach_effective_configuration(entry: dict[str, Any]) -> None:
             "planning_horizon_goal": DEFAULT_PLANNING_HORIZON_GOAL, **goal_override}
         machine_default = None if machine_default is None else {
             "planning_horizon_goal": DEFAULT_PLANNING_HORIZON_GOAL, **machine_default}
+    if entry["capability_id"] == "explore_harness":
+        from .explore.machine_defaults import resolve_explore_configuration
+        from ..explore_graph import plan_explore_configuration
+
+        raw = dict(goal_override or {})
+        graph = {}
+        if "mode" in raw:
+            planned = plan_explore_configuration({}, {"mode": raw.pop("mode")})
+            graph["enabled"] = planned["evidence_enabled"]
+            raw["enabled"] = planned["planning_enabled"]
+        resolved = resolve_explore_configuration(
+            {"explore_graph": graph, "spawn_policy": {"explore_harness": raw}},
+            machine_default.get("mode") if machine_default is not None else None,
+        )
+        value = resolved["configuration"]
+        source = resolved["mode_source"]
+        entry["effective_configuration"] = {
+            "schema_version": CAPABILITY_CONFIGURATION_RESOLUTION_SCHEMA,
+            "capability_id": "explore_harness", "configuration": value,
+            "source": source, "inherited": source == "machine_default",
+            "goal_override_present": goal_override is not None,
+            "machine_default_present": machine_default is not None,
+            "effective_revision": configuration_payload_revision({"source": source, "configuration": value}),
+        }
+        return
     entry["effective_configuration"] = resolve_capability_configuration(
         str(entry["capability_id"]),
         goal_override=goal_override,