Q28: agents list, read, and update company documents

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

src/main/services/agent-deliverable-tools.ts

@@ -58,7 +58,7 @@ export function createDocumentTool(deps: AgentToolDeps, ctx: AgentToolContext, a
  * every deliverable and document lands in the Approvals queue. AI CEO mode
  * ships without review — that autonomy is the mode's contract.
  */
-function requestDeliverableReview(
+export function requestDeliverableReview(
   deps: AgentToolDeps,
   ctx: AgentToolContext,
   input: { title: string; details: string; sourceEntityType: "file" | "document"; sourceEntityId: string },

src/main/services/agent-document-tools.ts

@@ -0,0 +1,100 @@
+import { optionalEnum, optionalLimit, optionalText, requireString } from "./agent-tool-args";
+import { requestDeliverableReview } from "./agent-deliverable-tools";
+import type { AgentToolContext, AgentToolDeps } from "./agent-tools";
+import { DocumentService } from "./document-service";
+import type { JsonRecord } from "./provider-http";
+import type { ToolDefinition } from "./provider-tool-turn";
+import { relevantItems } from "./relevance";
+import { PAGE_TOOL_PROPERTIES, pageText, readPageArgs } from "./text-paging";
+
+export const DOCUMENT_TYPES = ["prd", "spec", "memo", "report", "runbook", "proposal", "policy", "guide"] as const;
+
+interface DocumentRow {
+  id: string;
+  title: string;
+  doc_type: string;
+  status: string;
+  content: string;
+  updated_at: string;
+}
+
+export const DOCUMENT_TOOLS: ToolDefinition[] = [
+  {
+    name: "list_documents",
+    description: "Find company documents (PRDs, specs, reports, ...) by words in their title or body, or by type. Returns doc_ids for read_document.",
+    parameters: {
+      type: "object",
+      additionalProperties: false,
+      properties: {
+        query: { type: "string", description: "Words to look for; omit to list the newest documents." },
+        doc_type: { type: "string", enum: [...DOCUMENT_TYPES] },
+        limit: { type: "number", description: "Most documents to return (default 10, max 30)." },
+      },
+      required: [],
+    },
+  },
+  {
+    name: "read_document",
+    description: "Read a company document by doc_id — whole, a range of lines, or only the lines matching a search.",
+    parameters: {
+      type: "object",
+      additionalProperties: false,
+      properties: { doc_id: { type: "string" }, ...PAGE_TOOL_PROPERTIES },
+      required: ["doc_id"],
+    },
+  },
+  {
+    name: "update_document",
+    description: "Replace a company document's content (and optionally its title). Say why in reason.",
+    parameters: {
+      type: "object",
+      additionalProperties: false,
+      properties: {
+        doc_id: { type: "string" },
+        content: { type: "string", description: "The full new content in markdown." },
+        title: { type: "string" },
+        reason: { type: "string", description: "What changed and why." },
+      },
+      required: ["doc_id", "content", "reason"],
+    },
+  },
+];
+
+export function listDocumentsTool(deps: AgentToolDeps, ctx: AgentToolContext, args: JsonRecord): string {
+  const query = optionalText(args.query, "query");
+  const docType = args.doc_type === undefined ? null : optionalEnum(args.doc_type, "doc_type", DOCUMENT_TYPES, "");
+  const limit = optionalLimit(args.limit, "limit", 10, 30);
+  const rows = deps.db.prepare(`
+    select id, title, doc_type, status, content, updated_at from documents
+    where org_id = ? and (? is null or doc_type = ?) order by updated_at desc
+  `).all(ctx.orgId, docType, docType) as unknown as DocumentRow[];
+  const found = query ? relevantItems(rows, (row) => `${row.title} ${row.content}`, query, limit) : rows.slice(0, limit);
+  if (found.length === 0) return query ? `No documents match "${query}".` : "No documents yet.";
+  return found.map((row) => `${row.title} (doc_id=${row.id}, ${row.doc_type}, ${row.status}, ${row.content.length} chars, updated ${row.updated_at})`).join("\n");
+}
+
+export function readDocumentTool(deps: AgentToolDeps, ctx: AgentToolContext, args: JsonRecord): string {
+  const id = requireString(args.doc_id, "doc_id");
+  const doc = deps.db.prepare("select title, doc_type, status, content from documents where id = ? and org_id = ?")
+    .get(id, ctx.orgId) as { title: string; doc_type: string; status: string; content: string } | undefined;
+  if (!doc) throw new Error(`No document with doc_id "${id}".`);
+  return `${doc.title} (${doc.doc_type}, ${doc.status})\n\n${pageText(doc.title, doc.content, readPageArgs(args))}`;
+}
+
+export function updateDocumentTool(deps: AgentToolDeps, ctx: AgentToolContext, args: JsonRecord): string {
+  const id = requireString(args.doc_id, "doc_id");
+  const doc = deps.db.prepare("select title, doc_type, status from documents where id = ? and org_id = ?")
+    .get(id, ctx.orgId) as { title: string; doc_type: string; status: string } | undefined;
+  if (!doc) throw new Error(`No document with doc_id "${id}".`);
+  const content = requireString(args.content, "content");
+  const title = optionalText(args.title, "title") ?? doc.title;
+  const reason = requireString(args.reason, "reason");
+  new DocumentService(deps.db).update({ orgId: ctx.orgId, documentId: id, title, content, status: doc.status });
+  const review = requestDeliverableReview(deps, ctx, {
+    title: `Review ${doc.doc_type} update: ${title}`,
+    details: `Document "${title}" was updated by an agent run (${content.length} chars). Reason: ${reason}`,
+    sourceEntityType: "document",
+    sourceEntityId: id,
+  });
+  return `Updated document "${title}" (doc_id=${id}).${review ? " The update is queued for board review in Approvals." : ""}`;
+}

src/main/services/agent-tools.ts

@@ -12,6 +12,7 @@ import { createDocumentTool, writeDeliverableTool } from "./agent-deliverable-to
 import { companyStatusTool, GOAL_TOOLS, updateGoalTool } from "./agent-goal-tools";
 import { ATTACHMENT_TOOLS, readAttachmentTool } from "./agent-attachment-tools";
 import { KNOWLEDGE_TOOLS, recordKnowledgeTool, reviseKnowledgeTool, searchKnowledgeTool } from "./agent-knowledge-tools";
+import { DOCUMENT_TOOLS, DOCUMENT_TYPES, listDocumentsTool, readDocumentTool, updateDocumentTool } from "./agent-document-tools";
 import { sendMessageTool } from "./agent-send-message";
 import { withSavepoint } from "../database/connection";
 import { optionalString, optionalStringArray, requireString } from "./agent-tool-args";
@@ -160,7 +161,7 @@ export const AGENT_TOOLS: ToolDefinition[] = [
       additionalProperties: false,
       properties: {
         title: { type: "string" },
-        doc_type: { type: "string", enum: ["prd", "spec", "memo", "report", "runbook", "proposal", "policy", "guide"] },
+        doc_type: { type: "string", enum: [...DOCUMENT_TYPES] },
         content: { type: "string", description: "Full document content in markdown." },
       },
       required: ["title", "doc_type", "content"],
@@ -231,6 +232,7 @@ export const AGENT_TOOLS: ToolDefinition[] = [
   ...GOAL_TOOLS,
   ...ATTACHMENT_TOOLS,
   ...KNOWLEDGE_TOOLS,
+  ...DOCUMENT_TOOLS,
 ];
 
 export function dispatchAgentTool(
@@ -255,6 +257,12 @@ export function dispatchAgentTool(
         return readMessagesTool(deps, ctx, call.arguments);
       case "create_document":
         return createDocumentTool(deps, ctx, call.arguments);
+      case "list_documents":
+        return listDocumentsTool(deps, ctx, call.arguments);
+      case "read_document":
+        return readDocumentTool(deps, ctx, call.arguments);
+      case "update_document":
+        return updateDocumentTool(deps, ctx, call.arguments);
       case "list_connectors":
         return listConnectorsTool(deps, ctx);
       case "grant_connector":

src/main/services/task-prompts.ts

@@ -106,7 +106,7 @@ export function buildAgentInstructions(input: AgentInstructionContext): string {
     `You are ${agent.name}, ${agent.title || agent.role} in ${agent.department} at ${input.companyName}. You are a real member of this company with your own judgment and voice — a colleague, not a generic assistant.`,
     roleVoice(input),
     "Work like a sharp person: take in what is actually in front of you, decide the smallest real next step, do it, then tell whoever needs to know. Do not narrate busywork.",
-    `Your tools are how you act: hire_agent builds your team, create_task delegates and assigns work by name (set requires_filesystem for engineering work that must change code or run commands), update_task_status tracks it, list_files and read_file explore the company workspace, write_deliverable produces real files, run_command builds and tests for real on filesystem tasks, create_document writes versioned company documents (PRDs, specs, memos, reports), search_knowledge and record_knowledge read and grow what the company has learned, read_messages catches you up on what teammates said, and send_message is how you talk to everyone. web_search and fetch_url reach the live web — look up APIs, docs, and facts instead of guessing them.`,
+    `Your tools are how you act: hire_agent builds your team, create_task delegates and assigns work by name (set requires_filesystem for engineering work that must change code or run commands), update_task_status tracks it, list_files and read_file explore the company workspace, write_deliverable produces real files, run_command builds and tests for real on filesystem tasks, create_document writes company documents (PRDs, specs, memos, reports) and list_documents, read_document, update_document find and revise them, search_knowledge and record_knowledge read and grow what the company has learned, read_messages catches you up on what teammates said, and send_message is how you talk to everyone. web_search and fetch_url reach the live web — look up APIs, docs, and facts instead of guessing them.`,
     ...(input.language === "zh"
       ? ["公司的工作语言是简体中文：你写的每一条消息、任务标题与描述、文档和交付物都用中文表达（代码、命令、API 名称等技术标识保持原样）。工具名称和工具参数的字段名仍按定义使用英文。"]
       : []),

src/main/services/text-paging.ts

@@ -1,3 +1,4 @@
+import { optionalText } from "./agent-tool-args";
 import type { JsonRecord } from "./provider-http";
 
 const PAGE_CHAR_LIMIT = 24_000;
@@ -18,7 +19,7 @@ export const PAGE_TOOL_PROPERTIES = {
 } as const;
 
 export function readPageArgs(args: JsonRecord): PageRequest {
-  const search = typeof args.search === "string" && args.search.trim() ? args.search.trim() : null;
+  const search = optionalText(args.search, "search");
   return {
     startLine: positiveInteger(args.start_line, "start_line") ?? 1,
     startColumn: positiveInteger(args.start_column, "start_column") ?? 1,