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openclaw/docs/web/dashboard-architecture.md
Omar Shahine 944cf08f94 docs(automation): rename scheduled-tasks feature wording to Automations (#114855)
* docs(automation): rename scheduled-tasks feature wording to Automations

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01WhJ8EiMXue6ADLmHfb7FL6

* docs: regenerate docs map and add Automations glossary entries

* docs(templates): follow renamed automations-vs-heartbeat anchor

* docs(automation): fix markdown formatting drift

* docs(automation): teach the canonical automations tool and sync the copied heartbeat default

Review follow-ups: normal instructions use the automations tool with cron as
an explicit compatibility alias; every verbatim copy of the default heartbeat
prompt matches the new shipped text from the strings PR.

---------

Co-authored-by: Omar Shahine <10343873+omarshahine@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-30 07:21:56 -07:00

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---
summary: "Session dashboards: architecture and implementation plan (technical design, pre-GA)"
read_when:
- Implementing or reviewing the session dashboard (boards) feature
- Changing widget hosting, the widget bridge, or board storage
title: "Dashboard Architecture"
---
<Note>
Technical design document for the session dashboard feature, written before and
during implementation. It is the source of truth for the build-out. When the
feature ships, `/web/dashboard` becomes the user-facing page and this page stays
as the architecture reference.
</Note>
## Vision
Working with an agent today is a text stream. The dashboard makes it a
workbench: the agent renders live, interactive widgets; the user pins them onto
a persistent surface; chat docks to the side (or hides) and the main content is
the board. You go from "talking to the agent" to "operating a control panel the
agent built for you" without ever leaving the session.
Principles:
- **A board is a face of a session, not a new object.** Every session (thread)
has two faces: the transcript and the board. A session with no pinned widgets
is plain chat. Pin one widget and the board exists. Boards inherit the
session's identity, agent ownership, naming, pinning, and lifecycle. There is
no `dashboard_create`, no board registry, no separate ACL model.
- **Agent parity.** Everything the user can do on a board, the agent can do
with tools: add/update/remove widgets, arrange them, manage tabs, switch the
visible tab, dock or hide the chat.
- **Native, not embedded.** The board is Lit components in the Control UI shell
(the same design system as the rest of the app). Only widget _content_ is
sandboxed in iframes. No URL bar, no browser chrome.
- **Small agent surface.** Widgets are addressed by stable name and updated in
place. Layout is a fluid auto-compacting grid; the agent speaks sizes and
anchors, never pixels or coordinates.
- **Capabilities over trust.** Widget code is arbitrary agent-authored HTML/JS
in a hard sandbox. Reach (gateway data, actions, network) exists only through
a declared, operator-granted capability manifest.
## Concepts
| Concept | Definition |
| ------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Session (thread) | Existing gateway session, keyed by stable `sessionKey`. Owned by an agent. |
| Board | The widget face of one session. Exists iff the session has widgets/tabs. Survives `/new`/`/reset` (attached to `sessionKey`, not the transcript). |
| Tab | A presentation page of a board: which widgets, their arrangement, and the chat dock state (`left`/`right`/`bottom`/`hidden`). Boards start with one implicit tab. |
| Widget | Named, sandboxed HTML/JS program owned by the session. Addressed as `sessionKey` + `name`. Updated in place by name. |
| Capability manifest | Per-widget declaration of reach: `data` (read bindings), `actions` (allowlisted verbs), `prompt` (send to session), `net` (allowed origins). |
| Pin (widget) | Moving a transcript widget onto the session's board (user affordance or agent tool arg). Unpin removes it from the board. |
| Pin (session) | Existing sidebar pinning of sessions. A pinned session with a board opens on its board face. |
## UX flows
- **Graduation:** agent calls `show_widget` in any chat → widget renders inline
in the transcript exactly as today → hover shows **Pin to dashboard** → widget
appears on the session's board. The agent can pass `pin: true` to do the same.
- **Board view:** a session with a board gets a face toggle (Chat / Dashboard).
Board view = tab strip (only when >1 tab) + fluid grid + docked chat pane.
Chat dock is resizable, movable (left/right/bottom), and collapsible exactly
like the sidebar. Per-tab dock state is remembered.
- **Drag:** user drags widgets; grid auto-compacts (widgets float up, neighbors
reflow). Resize by handle snaps to size steps. No pixel placement — for
anyone.
- **Reset warning:** `/new` / `/reset` on a board-bearing session asks for
confirmation in the web UI ("context resets, the dashboard stays") and keeps
the board.
- **Sidebar:** pinned sessions render their board face when they have one.
The Home session's board is the default "agent dashboard".
- **Interactions** (three tiers, see below): silent state events, visible
prompt sends, and automation triggers.
## Interaction tiers
1. **State events (default).** Widget UI interactions the model should know
about but not respond to. `bridge.emitState({...})` appends a structured
session notice (same mechanism as group-activity notices). No agent turn is
started; the model sees accumulated notices on its next run.
2. **Prompts (explicit talk).** `bridge.sendPrompt(text)` — requires user
activation; sends a visible user message into the session (the docked chat
shows it). Rate-limited; each send is user-confirmed unless the widget holds
the `prompt` capability grant.
3. **Automation.** `bridge.runAction(name, args)` — fires a manifest-declared
action. Initial verb set: `cron.trigger` (run an existing cron job now) and
`binding.refresh`. Cron jobs already run in visible, isolated run-sessions
and can use a cheaper model: that is the "small model powers the widget"
path. No hidden sessions anywhere.
## Widget model and hosting
Widget HTML/JS is authored by the agent (typically via `show_widget`), wrapped
in the standard document shell (CSP meta, size reporter, bridge bootstrap) and
rendered in `<iframe sandbox="allow-scripts">` (never `allow-same-origin`).
- **Inline (transcript) widgets** keep the current canvas-document pipeline:
written under the state dir, served by the gateway, pruned per scope, no
approval (they are capless by construction — prompt sends are user-confirmed).
- **Board widgets** are session state: bytes live in the owning agent's SQLite
DB (`board_widgets`), served by a core gateway route
(`/__openclaw__/board/<agentId>/<sessionKey>/<name>/`) that reads the DB.
Pinning a transcript widget copies the bytes. Caps: 256 KB per widget,
48 widgets per board.
- **Update in place:** re-emitting a widget with the same `name` replaces the
bytes, bumps `revision`, broadcasts `board.changed`, and live views reload
that iframe only.
- **Byte freezing:** granted capabilities bind to the sha256 of the widget
bytes. Changing bytes keeps `data`/`net`/`actions` grants only if the new
revision declares a subset of the granted manifest; a widened manifest
re-prompts the operator.
### Widgets host content; MCP apps are one content kind
The **widget is the OpenClaw primitive**: the named, pinned, sized,
session-owned board cell with a grant record. What renders inside it is a
content kind:
- `html` — agent-authored via `show_widget`, bytes in board storage.
- `mcp-app` — a third-party MCP app view (`ui://` resource from a configured
server) hosted inside the widget cell.
MCP apps do not define the widget model; widgets gained the ability to host
them. Identity, placement, pinning, grants, and the author-facing API stay
OpenClaw's — so `show_widget` code stays as short as it is today and never
needs to know the MCP Apps spec exists.
Shared infrastructure underneath (this is where the simplification lands):
- **One sandbox host.** `html` widgets render through the same hardened
pipeline MCP apps shipped with (double-iframe on the dedicated sandbox
origin, per-widget CSP declared and fail-closed decoded) instead of a second
bespoke iframe host. The proxy receives HTML by value, so local content is
the natural case.
- **One authorization model.** A widget's reach is a granted allowlist,
whatever its kind: for `html` widgets, host tools; for `mcp-app` widgets,
the server's app-visible tools (via the existing `allowedAppToolNames`
mechanism, made durable per widget instead of per-minting-run).
- **Host tools for `html` widgets** (exposed over the widget bridge, checked
against the grant):
- `openclaw.prompt.send` — tier 2; routed through the visible composer,
user-confirmed unless granted
- `openclaw.state.emit` — tier 1 session notices (coalesced, size-capped)
- `openclaw.data.read` — parameterized read-only bindings (existing
allowlisted read RPC set), resolved gateway-side
- `openclaw.cron.trigger` — tier 3 automation
- **`net` = CSP.** Network reach uses the already-shipped per-widget CSP
declaration (`connect-src` origins) — the self-updating weather widget
fetches its API directly from the sandbox, no gateway involvement.
- **Grants.** A widget declaring nothing renders immediately (sandboxed,
`default-src 'none'`, prompt sends individually confirmed) — same trust as
today's inline chat widgets. Declared tools/origins put the widget in
`pending` on the board: a placeholder card lists them human-readably with
one-tap **Allow**/**Reject**. Grants are per widget name; for `html` widgets
they are byte-frozen (sha256), and changed bytes keep the grant only if the
declaration shrank.
- **Authoring shim.** The document wrapper injects `window.openclaw.prompt`,
`window.openclaw.state`, `window.openclaw.data`, and `window.openclaw.cron`
as the stable author API. Dashboard calls share one view-ticket-bound
request channel; size reporting and theme tokens remain separate host
notifications.
### Plugin capability declarations
Enabled plugins can extend the widget host through `dashboard.dataBindings`
and `dashboard.actionVerbs` in `openclaw.plugin.json`. Plugin-local ids become
grant names prefixed by the plugin id, such as `workboard.cards.list` and
`workboard.dispatch`; `%` and `.` in the plugin-id segment are escaped so a
different plugin/local-id split cannot inherit the same persisted grant. During
plugin registration, OpenClaw verifies that every binding targets an RPC
registered by the same plugin with `operator.read` and every action targets one
with `operator.write`; invalid declarations fail the plugin load. The validated
registry is rebuilt only with plugin lifecycle changes, while widget grants
remain per-widget and byte-and-revision-bound.
### Modeled residual: WebRTC data channels
The sandbox CSP emits the proposed `webrtc 'block'` directive, but
[Chromium's current CSP directive set](https://chromium.googlesource.com/chromium/src/+/main/services/network/public/mojom/content_security_policy.mojom#95)
does not implement it. Scriptable widgets can therefore use WebRTC data
channels for egress in current Chromium. The same residual already ships for
inline chat widgets and the MCP Apps host on `main`.
**Accepted tradeoff:** OpenClaw does not gate scriptable widgets on this
residual. Widget content gains access to sensitive OpenClaw data only through
an operator-granted, byte-frozen `data:read` capability, and the sandbox
Permissions Policy blocks camera and microphone access. A DOM API guard is
best-effort defense-in-depth, not a security boundary, and belongs in
follow-up hardening.
### Transcript display: one widget card
Inline display unifies on the widget primitive. When a tool result carries UI —
`show_widget` output or an MCP tool result with an app resource — the system
materializes an **ephemeral, auto-named widget** (session-scoped, pruned) and
the transcript renders a single widget card that dispatches on content kind.
MCP app auto-display stays exactly as the spec expects (zero extra model work);
it just _is_ a widget underneath. This deletes the parallel `mcpApp`
special-cases in chat rendering (surface gating, separate dedup), gives every
inline UI the same pin affordance, and makes the widget registry the primary
re-open path (transcript-scan reconstruction stays as fallback for never-pinned
history). The read-only ticketed standalone host overlaps with boards as a
persistent re-open surface — consolidation candidate to evaluate in T6, not
assumed.
Composition: v1 is grid adjacency (agent chrome widget next to an app widget on
one tab). v2 adds **host-managed app slots** — agent widget HTML declares a
slot region and the host composites the real app view as a sibling sandbox.
The app never renders inside the agent's iframe: nesting would break bridge
identity and enable overlay/clickjack of granted app UI, so the slot is a
layout contract, not an embed.
### Server-sourced widgets (pinned MCP apps)
With the unified host, pinning a third-party MCP app is just a widget whose
content is fetched from the server instead of stored: `board_widgets` keeps the
descriptor (`serverName`, `toolName`, `uiResourceUri`, originating
`toolCallId` + `sessionKey`) instead of HTML bytes, and the board re-mints the
view lease past the chat-turn 10-minute TTL (re-fetching the `ui://` resource
on staleness). Chat inline MCP app views get the same **Pin to dashboard**
affordance as agent widgets. Re-opened views are read-only today by design;
pinned apps that should stay interactive get a durable grant over the server's
app-visible tools (explicit allowlist shown to the operator on pin), decoupled
from the minting run. Ungranted pins stay read-only — still useful for display
dashboards. v1 pins to the originating session's board; cross-session pinning
needs a lease broker and waits. Coordinate with open PR #109807 (`ui/message`
composer routing, theme/size propagation).
### WorkBoard integration
The WorkBoard integration program keeps cards and boards plugin-owned while stitching dispatched cards back to their session boards through the existing `sessionKey` and `runId`, exposing WorkBoard feeds and dispatch through plugin-declared bindings and actions, and composing those results with the existing `html` and `mcp-app` widget kinds instead of introducing a WorkBoard-specific widget type.
## Layout: fluid grid
12 columns, fixed row height, **auto-compacting** (gravity-up, push-aside on
drag — gridstack semantics, implemented natively; grid math stays pure and
DOM-free). Widget layout state per tab: `{ name, w (1-12), h (rows) }` plus
order. Agent vocabulary:
- `size`: `sm` (3×3) · `md` (6×4) · `lg` (8×6) · `xl` (12×8) · `full`
(single-widget tab)
- `after: <widgetName>` optional ordering anchor; omitted = append
- User drags/resizes freely; the same order+size model round-trips.
## Data model (per-agent DB)
New tables in `agents/<agentId>/agent/openclaw-agent.sqlite`
(**requires an agent-DB schema-version bump — operator sign-off required
before this lands**):
```sql
CREATE TABLE board_tabs (
session_key TEXT NOT NULL,
tab_id TEXT NOT NULL, -- slug
title TEXT NOT NULL,
position INTEGER NOT NULL,
chat_dock TEXT NOT NULL DEFAULT 'right', -- left|right|bottom|hidden
created_by TEXT NOT NULL, -- 'user' | 'agent'
PRIMARY KEY (session_key, tab_id)
) STRICT;
CREATE TABLE board_widgets (
session_key TEXT NOT NULL,
name TEXT NOT NULL, -- stable widget name
tab_id TEXT NOT NULL,
title TEXT,
html BLOB NOT NULL, -- wrapped document source
sha256 TEXT NOT NULL,
revision INTEGER NOT NULL,
size_w INTEGER NOT NULL,
size_h INTEGER NOT NULL,
position INTEGER NOT NULL, -- order within tab (auto-compact input)
manifest TEXT NOT NULL DEFAULT '{}', -- capability manifest JSON
grant_state TEXT NOT NULL DEFAULT 'none', -- none|pending|granted|rejected
granted_sha TEXT, -- byte-frozen grant
created_by TEXT NOT NULL,
created_at INTEGER NOT NULL,
updated_at INTEGER NOT NULL,
PRIMARY KEY (session_key, name)
) STRICT;
```
Board existence = any rows for the `sessionKey`. Deleting a session deletes its
board rows. `/new`/`/reset` does not touch them.
## Protocol surface
RPCs (core method table, typebox schemas in `gateway-protocol`):
- `board.get { sessionKey }` → tabs + widget metadata (no bytes) — `operator.read`
- `board.update { sessionKey, ops[] }` — tab CRUD/reorder, widget move/resize/
remove/unpin, dock state, focus-tab — `operator.write`
- `board.widget.put { sessionKey, name, html, manifest, placement }`
`operator.write` (agent tool path and pin path)
- `board.widget.grant { sessionKey, name, decision }``operator.approvals`
- `board.event { ticket, payload }` — ticket-bound tier-1 state event ingest;
the legacy trusted-host `{ sessionKey, widget, payload }` shape remains —
`operator.write`
- `board.prompt.authorize { ticket }` — returns whether a visible prompt send
still needs per-click confirmation — `operator.read`
- `board.data.read { ticket, bindingId, params? }` — gateway-side allowlisted
core or active-plugin read binding resolution — `operator.read`
- `board.action { ticket, action, ... }` — exact-grant automation dispatch
through the existing cron run-now path or an active plugin's validated action
verb — `operator.write`
Events (in `EVENT_SCOPE_GUARDS`, read scope):
- `board.changed { sessionKey, revision, widget? }` — persisted state changed;
UI refetches (and reloads one iframe when `widget` is present).
- `board.command { sessionKey, command }` — transient UI drive (agent switches
the visible tab, toggles chat dock) — the `ui.command` pattern.
Widget bytes are served over the authenticated HTTP surface, not the socket.
## Agent tools
Three tools total (core, always registered; rendering gated on the
`inline-widgets` client cap as today):
- `show_widget { title, widget_code, name?, pin?, size?, tab?, after?,
capabilities? }` — create/update by name; `pin` places it on the board.
Without `name`/`pin` it behaves exactly like today (inline, ephemeral).
- `dashboard { action, ... }` — board management verbs: `read`, `tab_create`,
`tab_update`, `tab_delete`, `tabs_reorder`, `widget_move`, `widget_remove`,
`unpin`, `focus_tab`, `set_chat_dock`.
- The existing `automations` tool covers the automation tier; no new tool needed.
Tool descriptions teach the size/anchor vocabulary and the tier model. The
agent is told about user tier-1 events via session notices, e.g.
`[dashboard] user clicked "Refresh" on widget weather (tab main)`.
## What this replaces
- **`extensions/workspaces` is deleted.** Experimental, `enabledByDefault:
false`, never in a stable release (first appeared in 2026.7.2 betas). No
migration; a doctor rule removes stale `<stateDir>/workspaces/` if present.
Harvested ideas: pure grid math, bridge security model (port bootstrap,
binding gating, rate limits), byte-frozen approval.
- **Widget hosting moves from `extensions/canvas` to core.** The canvas doc
store, document wrapper, HTTP serving, and the `show_widget` tool become core
(`src/canvas/`); the plugin keeps the node-canvas control tool (`canvas`) and
A2UI. The `pluginSurfaceUrls["canvas"]` advertisement and
`/__openclaw__/canvas` paths are shipped native-client contracts and stay
stable. Discord sessions keep the Discord-owned `show_widget` variant.
## Non-goals (this program)
- Multi-user board sharing/ACLs (future; will arrive via session sharing).
- Native macOS/iOS board rendering (they get it wherever they embed the
Control UI; the inline-widget path is unchanged).
- Builtin data widgets (sessions/usage/cron cards) — the capability bridge plus
agent-authored widgets cover v1; a builtin kind registry can come later.
## Implementation plan
Independent worktrees, Codex-built, review+land sequentially. Land-then-fix.
| # | Branch | Scope | Depends on |
| --- | ------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------- |
| T1 | `claude/dashboard-remove-workspaces` | Delete workspaces plugin + UI + docs + i18n keys; doctor cleanup rule | — |
| T2 | `claude/dashboard-canvas-core` | Promote widget hosting + `show_widget` to core; canvas plugin keeps node tool; zero behavior change | — |
| T3 | `claude/dashboard-domain` | Agent-DB tables (schema bump), `board.*` RPCs + events, `dashboard` tool, `show_widget` pin/name/manifest args, tier-1 notices, reset-keeps-board | T2 |
| T4 | `claude/dashboard-ui` | Board face + tab strip + fluid auto-compact grid + chat dock (left/right/bottom/hidden) + transcript pin affordance + sidebar board face + reset confirm | T3 (mock-first via dev fixtures) |
| T5 | `claude/dashboard-capabilities` | Grant store/UI + byte freezing; move `html` widgets onto the shared sandbox host; host tools (`openclaw.prompt.send/state.emit/data.read/cron.trigger`); `net` CSP; authoring shim | T3, T4 |
| T7 | `claude/dashboard-mcp-apps` | `mcp-app` content kind: pin affordance on inline app views, descriptor storage, lease re-mint/refresh, durable server-tool grants (reuses shipped MCP Apps host) | T3, T4 |
| T6 | polish | Live E2E on a scratch gateway (real keys), screenshots, fixes, user-focused `/web/dashboard` rewrite, enable-by-default review | all |
Validation per repo rules: focused vitest locally, full gates on
Crabbox/Testbox, `$autoreview` before every land, live proof for T6.