feat(FN-1984): enrich chat and heartbeat prompts with agent context

- Add agent memory support to instruction resolution and introduce/export buildAgentChatPrompt for identity-aware prompt assembly with optional project memory
- Wire ChatManager to AgentStore so chat sessions can enrich system prompts per agent and include recent conversation context in prompt payloads
- Update server chat wiring to provide an AgentStore for prompt enrichment and keep graceful fallback behavior when agent context is unavailable
- Enrich HeartbeatMonitor system prompts with resolved agent instructions/ratings while preserving base-prompt fallback paths
- Expand dashboard and engine tests to cover prompt enrichment, fallback behavior, conversation context assembly, and AgentStore route mocks

packages/dashboard/src/__tests__/chat-manager.test.ts

@@ -4,7 +4,7 @@
  */
 
 import { describe, it, expect, vi, beforeEach, afterEach } from "vitest";
-import { ChatManager, __setCreateKbAgent, __resetChatState } from "../chat.js";
+import { ChatManager, __setBuildAgentChatPrompt, __setCreateKbAgent, __resetChatState } from "../chat.js";
 
 // ── Mock Setup ──────────────────────────────────────────────────────────────
 
@@ -27,6 +27,15 @@ const mockChatStore = {
   updateSession: vi.fn(),
 };
 
+const mockAgentStore = {
+  init: vi.fn(),
+  getAgent: vi.fn(),
+};
+
+function createChatManager(): ChatManager {
+  return new ChatManager(mockChatStore as any, "/tmp/test", mockAgentStore as any);
+}
+
 // ── Tests ───────────────────────────────────────────────────────────────────
 
 describe("ChatManager.sendMessage", () => {
@@ -46,6 +55,26 @@ describe("ChatManager.sendMessage", () => {
       role: "assistant",
       content: "",
     });
+    mockChatStore.getMessages.mockReturnValue([]);
+
+    mockAgentStore.init.mockResolvedValue(undefined);
+    mockAgentStore.getAgent.mockResolvedValue({
+      id: "agent-001",
+      name: "Avery",
+      role: "executor",
+      soul: "Be calm and precise.",
+      memory: "Remember to keep test coverage high.",
+      instructionsText: "Keep replies focused.",
+    });
+
+    __setBuildAgentChatPrompt(async ({ agent, basePrompt }: any) => {
+      return [
+        basePrompt,
+        `## Soul\n\n${agent.soul ?? ""}`,
+        `## Memory\n\n${agent.memory ?? ""}`,
+        `## Instructions\n\n${agent.instructionsText ?? ""}`,
+      ].join("\n\n");
+    });
   });
 
   afterEach(() => {
@@ -78,10 +107,7 @@ describe("ChatManager.sendMessage", () => {
     });
 
     // Arrange
-    const chatManager = new ChatManager(
-      mockChatStore as any,
-      "/tmp/test",
-    );
+    const chatManager = createChatManager();
 
     // Act
     await chatManager.sendMessage("chat-001", "Hello");
@@ -114,10 +140,7 @@ describe("ChatManager.sendMessage", () => {
       };
     });
 
-    const chatManager = new ChatManager(
-      mockChatStore as any,
-      "/tmp/test",
-    );
+    const chatManager = createChatManager();
 
     await chatManager.sendMessage("chat-001", "Hello");
 
@@ -148,10 +171,7 @@ describe("ChatManager.sendMessage", () => {
       };
     });
 
-    const chatManager = new ChatManager(
-      mockChatStore as any,
-      "/tmp/test",
-    );
+    const chatManager = createChatManager();
 
     await chatManager.sendMessage("chat-001", "Hello");
 
@@ -179,10 +199,7 @@ describe("ChatManager.sendMessage", () => {
       };
     });
 
-    const chatManager = new ChatManager(
-      mockChatStore as any,
-      "/tmp/test",
-    );
+    const chatManager = createChatManager();
 
     await chatManager.sendMessage("chat-001", "Hello");
 
@@ -216,10 +233,7 @@ describe("ChatManager.sendMessage", () => {
       };
     });
 
-    const chatManager = new ChatManager(
-      mockChatStore as any,
-      "/tmp/test",
-    );
+    const chatManager = createChatManager();
 
     await chatManager.sendMessage("chat-001", "Hello");
 
@@ -243,10 +257,7 @@ describe("ChatManager.sendMessage", () => {
       };
     });
 
-    const chatManager = new ChatManager(
-      mockChatStore as any,
-      "/tmp/test",
-    );
+    const chatManager = createChatManager();
 
     await chatManager.sendMessage("chat-001", "User message");
 
@@ -264,6 +275,118 @@ describe("ChatManager.sendMessage", () => {
     expect(calls[1][1].role).toBe("assistant");
   });
 
+  it("passes enriched system prompt with agent soul when agent context is available", async () => {
+    let createOptions: any;
+    __setCreateKbAgent(async (options: any) => {
+      createOptions = options;
+      return {
+        session: {
+          prompt: vi.fn().mockResolvedValue(undefined),
+          dispose: vi.fn(),
+          state: {
+            messages: [{ role: "assistant", content: "Done" }],
+          },
+        },
+      };
+    });
+
+    const chatManager = createChatManager();
+    await chatManager.sendMessage("chat-001", "Hello");
+
+    expect(mockAgentStore.init).toHaveBeenCalledTimes(1);
+    expect(mockAgentStore.getAgent).toHaveBeenCalledWith("agent-001");
+    expect(createOptions.systemPrompt).toContain("Be calm and precise.");
+  });
+
+  it("passes enriched system prompt with agent memory when agent context is available", async () => {
+    mockAgentStore.getAgent.mockResolvedValue({
+      id: "agent-001",
+      name: "Avery",
+      role: "executor",
+      soul: "Be concise.",
+      memory: "Remember repo conventions from prior tasks.",
+      instructionsText: "Focus on correctness.",
+    });
+
+    let createOptions: any;
+    __setCreateKbAgent(async (options: any) => {
+      createOptions = options;
+      return {
+        session: {
+          prompt: vi.fn().mockResolvedValue(undefined),
+          dispose: vi.fn(),
+          state: {
+            messages: [{ role: "assistant", content: "Done" }],
+          },
+        },
+      };
+    });
+
+    const chatManager = createChatManager();
+    await chatManager.sendMessage("chat-001", "Hello");
+
+    expect(createOptions.systemPrompt).toContain("Remember repo conventions from prior tasks.");
+  });
+
+  it("falls back to generic chat system prompt when agent lookup returns null", async () => {
+    mockAgentStore.getAgent.mockResolvedValue(null);
+
+    let createOptions: any;
+    __setCreateKbAgent(async (options: any) => {
+      createOptions = options;
+      return {
+        session: {
+          prompt: vi.fn().mockResolvedValue(undefined),
+          dispose: vi.fn(),
+          state: {
+            messages: [{ role: "assistant", content: "Done" }],
+          },
+        },
+      };
+    });
+
+    const chatManager = createChatManager();
+    await chatManager.sendMessage("chat-001", "Hello");
+
+    expect(createOptions.systemPrompt).toContain("You are a helpful AI assistant integrated into the fn task board system.");
+    expect(createOptions.systemPrompt).not.toContain("## Soul");
+  });
+
+  it("includes previous user and assistant messages in the prompt context", async () => {
+    const promptSpy = vi.fn().mockResolvedValue(undefined);
+
+    mockChatStore.getMessages.mockReturnValue([
+      { role: "user", content: "Earlier user question" },
+      { role: "assistant", content: "Earlier assistant answer" },
+      { role: "system", content: "System note should be filtered" },
+      { role: "user", content: "Current question" },
+    ]);
+
+    __setCreateKbAgent(async () => {
+      return {
+        session: {
+          prompt: promptSpy,
+          dispose: vi.fn(),
+          state: {
+            messages: [{ role: "assistant", content: "Done" }],
+          },
+        },
+      };
+    });
+
+    const chatManager = createChatManager();
+    await chatManager.sendMessage("chat-001", "Current question");
+
+    expect(promptSpy).toHaveBeenCalledTimes(1);
+    const promptArgument = promptSpy.mock.calls[0]?.[0];
+    expect(promptArgument).toContain("## Previous Conversation");
+    expect(promptArgument).toContain("[User]: Earlier user question");
+    expect(promptArgument).toContain("[Assistant]: Earlier assistant answer");
+    expect(promptArgument).not.toContain("System note should be filtered");
+    expect(promptArgument).toContain("## Current Message");
+    expect(promptArgument).toContain("Current question");
+  });
+
   it("generates title when session has no title", async () => {
     mockSummarizeTitle.mockResolvedValue("Short Title");
 
@@ -279,10 +402,7 @@ describe("ChatManager.sendMessage", () => {
       };
     });
 
-    const chatManager = new ChatManager(
-      mockChatStore as any,
-      "/tmp/test",
-    );
+    const chatManager = createChatManager();
 
     await chatManager.sendMessage("chat-001", "This is a long message that needs to be summarized");
 
@@ -316,10 +436,7 @@ describe("ChatManager.sendMessage", () => {
       };
     });
 
-    const chatManager = new ChatManager(
-      mockChatStore as any,
-      "/tmp/test",
-    );
+    const chatManager = createChatManager();
 
     const longMessage = "A".repeat(300);
     await chatManager.sendMessage("chat-001", longMessage);
@@ -354,10 +471,7 @@ describe("ChatManager.sendMessage", () => {
       };
     });
 
-    const chatManager = new ChatManager(
-      mockChatStore as any,
-      "/tmp/test",
-    );
+    const chatManager = createChatManager();
 
     await chatManager.sendMessage("chat-001", "This is a long message");
 

packages/dashboard/src/__tests__/proxy-routes.test.ts

@@ -7,6 +7,8 @@ import { request, get } from "../test-request.js";
 const mockInit = vi.fn().mockResolvedValue(undefined);
 const mockClose = vi.fn().mockResolvedValue(undefined);
 const mockGetNode = vi.fn();
+const mockAgentStoreInit = vi.fn().mockResolvedValue(undefined);
+const mockAgentStoreGetAgent = vi.fn().mockResolvedValue(null);
 
 vi.mock("@fusion/core", () => {
   return {
@@ -18,6 +20,10 @@ vi.mock("@fusion/core", () => {
     ChatStore: class MockChatStore {
       init = vi.fn().mockResolvedValue(undefined);
     },
+    AgentStore: class MockAgentStore {
+      init = mockAgentStoreInit;
+      getAgent = mockAgentStoreGetAgent;
+    },
   };
 });
 

packages/dashboard/src/__tests__/routes-nodes-sync.test.ts

@@ -30,6 +30,8 @@ const mockUpdateSettingsSyncState = vi.fn();
 const mockApplyRemoteSettings = vi.fn();
 const mockGetSettingsForSync = vi.fn();
 const mockChatStoreInit = vi.fn().mockResolvedValue(undefined);
+const mockAgentStoreInit = vi.fn().mockResolvedValue(undefined);
+const mockAgentStoreGetAgent = vi.fn().mockResolvedValue(null);
 
 vi.mock("@fusion/core", () => {
   return {
@@ -47,6 +49,10 @@ vi.mock("@fusion/core", () => {
     ChatStore: class MockChatStore {
       init = mockChatStoreInit;
     },
+    AgentStore: class MockAgentStore {
+      init = mockAgentStoreInit;
+      getAgent = mockAgentStoreGetAgent;
+    },
   };
 });
 

packages/dashboard/src/__tests__/routes-nodes.test.ts

@@ -15,6 +15,8 @@ const mockCheckNodeHealth = vi.fn();
 const mockIsDiscoveryActive = vi.fn().mockReturnValue(false);
 const mockGetDiscoveryConfig = vi.fn().mockReturnValue(null);
 const mockChatStoreInit = vi.fn().mockResolvedValue(undefined);
+const mockAgentStoreInit = vi.fn().mockResolvedValue(undefined);
+const mockAgentStoreGetAgent = vi.fn().mockResolvedValue(null);
 
 vi.mock("@fusion/core", () => {
   return {
@@ -33,6 +35,10 @@ vi.mock("@fusion/core", () => {
     ChatStore: class MockChatStore {
       init = mockChatStoreInit;
     },
+    AgentStore: class MockAgentStore {
+      init = mockAgentStoreInit;
+      getAgent = mockAgentStoreGetAgent;
+    },
   };
 });
 

packages/dashboard/src/chat.ts

@@ -13,6 +13,8 @@
  */
 
 import type {
+  Agent,
+  AgentStore,
   ChatStore,
   ChatSession,
   ChatSessionCreateInput,
@@ -27,10 +29,12 @@ import { SessionEventBuffer } from "./sse-buffer.js";
 type AgentResult = any;
 // eslint-disable-next-line @typescript-eslint/no-explicit-any
 let createKbAgent: any;
+// eslint-disable-next-line @typescript-eslint/no-explicit-any
+let buildAgentChatPromptFn: any;
 
 // Initialize the import (this runs in actual server, mocked in tests)
 async function initEngine() {
-  if (!createKbAgent) {
+  if (!createKbAgent || !buildAgentChatPromptFn) {
     try {
       // Use dynamic import with variable to prevent static analysis
       const engineModule = "@fusion/engine";
@@ -38,11 +42,17 @@ async function initEngine() {
       if (!createKbAgent) {
         createKbAgent = engine.createKbAgent;
       }
+      if (!buildAgentChatPromptFn) {
+        buildAgentChatPromptFn = engine.buildAgentChatPrompt;
+      }
     } catch {
       // Allow failure in test environments - agent functionality will be stubbed
       if (!createKbAgent) {
         createKbAgent = undefined;
       }
+      if (!buildAgentChatPromptFn) {
+        buildAgentChatPromptFn = undefined;
+      }
     }
   }
 }
@@ -255,9 +265,12 @@ export function getRateLimitResetTime(ip: string): Date | null {
  * Creates sessions, sends messages, and streams AI responses via SSE.
  */
 export class ChatManager {
+  private agentStoreReady?: Promise<void>;
+
   constructor(
     private chatStore: ChatStore,
     private rootDir: string,
+    private agentStore?: AgentStore,
   ) {}
 
   /**
@@ -357,10 +370,60 @@ export class ChatManager {
         throw new Error("AI agent not available");
       }
 
+      let systemPrompt = CHAT_SYSTEM_PROMPT;
+      let agent: Agent | null = null;
+
+      if (this.agentStore && session.agentId) {
+        try {
+          this.agentStoreReady ??= this.agentStore.init();
+          await this.agentStoreReady;
+          agent = await this.agentStore.getAgent(session.agentId);
+        } catch (agentLoadError) {
+          const message = agentLoadError instanceof Error ? agentLoadError.message : String(agentLoadError);
+          console.warn(`[chat] Failed to load agent context for ${session.agentId}: ${message}`);
+        }
+      }
+
+      if (agent && buildAgentChatPromptFn) {
+        try {
+          systemPrompt = await buildAgentChatPromptFn({
+            agent,
+            rootDir: this.rootDir,
+            agentStore: this.agentStore,
+            basePrompt: CHAT_SYSTEM_PROMPT,
+            includeProjectMemory: true,
+          });
+        } catch (promptBuildError) {
+          const message = promptBuildError instanceof Error ? promptBuildError.message : String(promptBuildError);
+          console.warn(`[chat] Failed to build enriched system prompt for ${agent.id}: ${message}`);
+        }
+      }
+
+      const allMessages = this.chatStore.getMessages(sessionId, { limit: 10000 }) ?? [];
+      const previousMessages = allMessages.slice(-51, -1);
+      const conversationMessages = previousMessages.filter(
+        (message) => message.role === "user" || message.role === "assistant",
+      );
+
+      const promptContent = conversationMessages.length > 0
+        ? [
+            "## Previous Conversation",
+            "",
+            ...conversationMessages.map((message) => {
+              const speaker = message.role === "user" ? "User" : "Assistant";
+              return `[${speaker}]: ${message.content}`;
+            }),
+            "",
+            "## Current Message",
+            "",
+            content,
+          ].join("\n")
+        : content;
+
       // Create AI agent session
       agentResult = await createKbAgent({
         cwd: this.rootDir,
-        systemPrompt: CHAT_SYSTEM_PROMPT,
+        systemPrompt,
         tools: "readonly",
         ...(effectiveModelProvider && effectiveModelId
           ? {
@@ -385,7 +448,7 @@ export class ChatManager {
       });
 
       // Send user message and get response
-      await agentResult.session.prompt(content);
+      await agentResult.session.prompt(promptContent);
 
       // Extract response text from agent state
       let responseText = "";
@@ -452,10 +515,19 @@ export function __setCreateKbAgent(mock: typeof createKbAgent): void {
   createKbAgent = mock;
 }
 
+/**
+ * Inject a mock buildAgentChatPrompt function. Used for testing only.
+ */
+export function __setBuildAgentChatPrompt(mock: typeof buildAgentChatPromptFn): void {
+  buildAgentChatPromptFn = mock;
+}
+
 /**
  * Reset all chat state. Used for testing only.
  */
 export function __resetChatState(): void {
   chatStreamManager.reset();
   rateLimits.clear();
+  engineReady = undefined;
+  buildAgentChatPromptFn = undefined;
 }

packages/dashboard/src/server.ts

@@ -4,7 +4,7 @@ import { join, dirname } from "node:path";
 import { existsSync } from "node:fs";
 import { fileURLToPath } from "node:url";
 import type { Task, TaskStore, MergeResult, AutomationStore, RoutineStore, CentralCore, MessageStore } from "@fusion/core";
-import { ChatStore } from "@fusion/core";
+import { AgentStore, ChatStore } from "@fusion/core";
 import type { AuthStorageLike, ModelRegistryLike } from "./routes.js";
 import { createApiRoutes } from "./routes.js";
 import { createSSE } from "./sse.js";
@@ -603,8 +603,11 @@ export function createServer(store: TaskStore, options?: ServerOptions): ReturnT
   // Create ChatStore for chat session management
   const chatStore = options?.chatStore ?? new ChatStore(store.getFusionDir(), store.getDatabase());
 
+  // Create AgentStore for chat prompt enrichment (lazy-initialized inside ChatManager)
+  const chatAgentStore = new AgentStore({ rootDir: store.getFusionDir() });
+
   // Create ChatManager for AI chat message handling
-  const chatManager = options?.chatManager ?? new ChatManager(chatStore, store.getRootDir());
+  const chatManager = options?.chatManager ?? new ChatManager(chatStore, store.getRootDir(), chatAgentStore);
 
   const runAiSessionCleanup = (maxAgeMs: number, source: "initial" | "scheduled") => {
     const result = aiSessionStore.cleanupStaleSessions(maxAgeMs);