feat(FN-3718): add agent workspace memory reader and include workspace memo

Merged branch lands two features: FN-3718 wires workspace memory into the agent instruction pipeline — adding a reader helper, injecting workspace memory into agent instructions and identity snapshots, and documenting the resolution order — and FN-3716 adds planning mode priority controls for task r

Fusion-Task-Id: FN-3718

.changeset/FN-3718-agent-memory-lookup.md

@@ -0,0 +1,8 @@
+---
+"@runfusion/fusion": patch
+---
+
+Fix agent memory lookup: the system prompt's "## Agent Memory" section and the
+heartbeat Identity Snapshot now read from the on-disk agent-memory workspace
+(`.fusion/agent-memory/{agentId}/MEMORY.md`) when the inline `agent.memory`
+field is empty, matching the documented contract.

docs/agents.md

@@ -285,7 +285,11 @@ Runtime behavior:
   - `.fusion/agent-memory/{agentId}/DREAMS.md` (synthesized patterns)
   - `.fusion/agent-memory/{agentId}/YYYY-MM-DD.md` (daily notes)
 - `fn_memory_get` is intentionally bounded to those same files only.
-- Empty inline `agent.memory` does **not** disable search/read of existing dreams/daily files once the agent-memory workspace exists.
+- Agent memory resolution order is:
+  1. Inline `agent.memory` (highest priority)
+  2. `.fusion/agent-memory/{agentId}/MEMORY.md` (fallback when inline is empty, and supplemental long-term section when inline is present)
+  3. Additional `.fusion/agent-memory/{agentId}/DREAMS.md` and daily files surfaced via `fn_memory_search`/`fn_memory_get`
+- Empty inline `agent.memory` does **not** disable search/read of existing workspace files once the agent-memory workspace exists.
 
 This layered behavior is shared by heartbeat agents and task-scoped sessions that inherit agent identity.
 
@@ -648,10 +652,10 @@ Heartbeat runs are composed from multiple prompt layers so each wake has full id
    - Inline instructions (`instructionsText`)
    - File-backed instructions (`instructionsPath`)
    - Soul/personality (`soul`)
-   - Agent memory (`memory`)
+   - Agent memory resolved from inline `agent.memory` first, then `.fusion/agent-memory/{agentId}/MEMORY.md` as fallback/supplement
    - Optional project memory guidance (when memory is enabled)
 3. **Execution prompt framing**
-   - `Identity Snapshot` block (agent ID/role + loaded soul/instructions/memory preview)
+   - `Identity Snapshot` block (agent ID/role + loaded soul/instructions/memory preview; `memory: loaded` when either inline memory or workspace `MEMORY.md` is present)
    - `Wake Delta` block (source, trigger detail, wake reason, assignment/comments/messages)
    - Heartbeat procedure block (task-scoped or no-task variant, plus optional per-agent procedure override file)
 

packages/engine/src/__tests__/agent-instructions.test.ts

@@ -103,6 +103,60 @@ describe("resolveAgentInstructions", () => {
     expect(result).not.toContain("## Agent Memory");
   });
 
+  it("uses workspace MEMORY.md when inline memory is empty", async () => {
+    await mkdir(join(testDir, ".fusion", "agent-memory", "agent-test"), { recursive: true });
+    await writeFile(
+      join(testDir, ".fusion", "agent-memory", "agent-test", "MEMORY.md"),
+      "\nworkspace memory content\n",
+      "utf-8",
+    );
+
+    const result = await resolveAgentInstructions(makeAgent({ memory: "" }), testDir);
+    expect(result).toContain("## Agent Memory");
+    expect(result).toContain("workspace memory content");
+    expect(result).toContain("_Source: .fusion/agent-memory/agent-test/MEMORY.md_");
+  });
+
+  it("renders both inline and workspace memory when both exist", async () => {
+    await mkdir(join(testDir, ".fusion", "agent-memory", "agent-test"), { recursive: true });
+    await writeFile(
+      join(testDir, ".fusion", "agent-memory", "agent-test", "MEMORY.md"),
+      "workspace memory content",
+      "utf-8",
+    );
+
+    const result = await resolveAgentInstructions(makeAgent({ memory: "inline memory content" }), testDir);
+    expect(result).toContain("inline memory content");
+    expect(result).toContain("### Long-term Workspace Memory");
+    expect(result).toContain("workspace memory content");
+  });
+
+  it("reads workspace memory using sanitized agent id", async () => {
+    const weirdId = "Agent X/1";
+    await mkdir(join(testDir, ".fusion", "agent-memory", "Agent-X-1"), { recursive: true });
+    await writeFile(
+      join(testDir, ".fusion", "agent-memory", "Agent-X-1", "MEMORY.md"),
+      "sanitized workspace memory",
+      "utf-8",
+    );
+
+    const result = await resolveAgentInstructions(makeAgent({ id: weirdId, memory: "" }), testDir);
+    expect(result).toContain("sanitized workspace memory");
+    expect(result).toContain("_Source: .fusion/agent-memory/Agent-X-1/MEMORY.md_");
+  });
+
+  it("clamps oversized workspace memory", async () => {
+    await mkdir(join(testDir, ".fusion", "agent-memory", "agent-test"), { recursive: true });
+    await writeFile(
+      join(testDir, ".fusion", "agent-memory", "agent-test", "MEMORY.md"),
+      "x".repeat(60000),
+      "utf-8",
+    );
+
+    const result = await resolveAgentInstructions(makeAgent({ memory: "" }), testDir);
+    expect(result).toContain("x".repeat(50000));
+  });
+
   it("returns instructionsText when set", async () => {
     const agent = makeAgent({ instructionsText: "Always write tests." });
     const result = await resolveAgentInstructions(agent, testDir);

packages/engine/src/__tests__/agent-tools.test.ts

@@ -14,6 +14,7 @@ import {
   createReadMessagesTool,
   createResearchTools,
   qmdAgentMemoryCollectionName,
+  readAgentMemoryWorkspaceLongTerm,
   sendMessageParams,
   readMessagesParams,
 } from "../agent-tools.js";
@@ -418,6 +419,45 @@ describe("createMemoryTools", () => {
     ]);
   });
 
+  it("readAgentMemoryWorkspaceLongTerm returns empty string when MEMORY.md is missing", async () => {
+    await expect(readAgentMemoryWorkspaceLongTerm(tempDir, "ceo-agent")).resolves.toBe("");
+  });
+
+  it("readAgentMemoryWorkspaceLongTerm returns trimmed MEMORY.md contents", async () => {
+    const tools = createMemoryTools(tempDir, { memoryBackendType: "file" }, {
+      agentMemory: {
+        agentId: "ceo-agent",
+        agentName: "CEO",
+        memory: "",
+      },
+    });
+    const appendTool = tools.find((tool) => tool.name === "fn_memory_append")!;
+    await (appendTool as any).execute("call-1", {
+      scope: "agent",
+      layer: "long-term",
+      content: "  durable memory content  ",
+    }, undefined, undefined, undefined);
+
+    await expect(readAgentMemoryWorkspaceLongTerm(tempDir, "ceo-agent")).resolves.toContain("durable memory content");
+  });
+
+  it("readAgentMemoryWorkspaceLongTerm reads sanitized agent ids", async () => {
+    const tools = createMemoryTools(tempDir, { memoryBackendType: "file" }, {
+      agentMemory: {
+        agentId: "Agent X/1",
+        agentName: "CEO",
+        memory: "",
+      },
+    });
+    const appendTool = tools.find((tool) => tool.name === "fn_memory_append")!;
+    await (appendTool as any).execute("call-1", {
+      scope: "agent",
+      layer: "long-term",
+      content: "- sanitized id memory",
+    }, undefined, undefined, undefined);
+
+    await expect(readAgentMemoryWorkspaceLongTerm(tempDir, "Agent X/1")).resolves.toContain("sanitized id memory");
+  });
 
   it("logs a warning and continues when agent memory directory read fails", async () => {
     readdirMock.mockRejectedValueOnce(new Error("EACCES"));

packages/engine/src/__tests__/heartbeat-executor.test.ts

@@ -1,5 +1,5 @@
 import { describe, it, expect, vi, beforeEach, afterEach } from "vitest";
-import { appendFileSync, mkdtempSync, rmSync, writeFileSync } from "node:fs";
+import { appendFileSync, mkdirSync, mkdtempSync, rmSync, writeFileSync } from "node:fs";
 import { join } from "node:path";
 import { tmpdir } from "node:os";
 import {
@@ -1881,6 +1881,41 @@ describe("executeHeartbeat", () => {
       expect(callArgs.customTools![13]!.name).toBe("fn_heartbeat_done");
     });
 
+    it("loads workspace memory into system prompt and identity snapshot when inline memory is empty", async () => {
+      const rootDir = mkdtempSync(join(tmpdir(), "heartbeat-workspace-memory-"));
+      mkdirSync(join(rootDir, ".fusion", "agent-memory", "agent-001"), { recursive: true });
+      writeFileSync(
+        join(rootDir, ".fusion", "agent-memory", "agent-001", "MEMORY.md"),
+        "workspace memory for heartbeat",
+        "utf-8",
+      );
+
+      try {
+        const store = createStoreWithAgentForExec({
+          memory: "",
+          instructionsText: undefined,
+          instructionsPath: undefined,
+        });
+        const mockSession = createMockAgentSession();
+        mockedCreateFnAgent.mockResolvedValue({
+          session: mockSession as any,
+        });
+
+        const monitor = new HeartbeatMonitor({ store, taskStore: mockTaskStore, rootDir });
+
+        await monitor.executeHeartbeat({ agentId: "agent-001", source: "timer" });
+
+        const callArgs = mockedCreateFnAgent.mock.calls[0]![0];
+        expect(callArgs.systemPrompt).toContain("## Agent Memory");
+        expect(callArgs.systemPrompt).toContain("workspace memory for heartbeat");
+
+        const executionPrompt = mockSession.prompt.mock.calls.at(-1)?.[0] as string;
+        expect(executionPrompt).toMatch(/- memory: loaded \(\d+ chars, sha256:[a-f0-9]{8}, source: workspace\)/);
+      } finally {
+        rmSync(rootDir, { recursive: true, force: true });
+      }
+    });
+
     it("includes memory instructions even when agent has no custom instructions", async () => {
       const store = createStoreWithAgentForExec({
         soul: undefined,

packages/engine/src/__tests__/heartbeat-skills.test.ts

@@ -637,7 +637,7 @@ describe("HeartbeatMonitor observability — prompt persistence + run-scoped log
     expect(exec).toContain("## Identity Snapshot");
     expect(exec).toContain("- agentId: agent-001");
     expect(exec).toMatch(/- soul: loaded \(\d+ chars, sha256:[0-9a-f]{8}\)/);
-    expect(exec).toMatch(/- memory: loaded \(\d+ chars, sha256:[0-9a-f]{8}\)/);
+    expect(exec).toMatch(/- memory: loaded \(\d+ chars, sha256:[0-9a-f]{8}(, source: (inline|workspace))?\)/);
     // Snapshot must NOT contain full preview content (that lives in the system prompt)
     expect(exec).not.toContain("I keep momentum across stalled tasks.");
 

packages/engine/src/agent-heartbeat.ts

@@ -22,7 +22,7 @@ import { ApprovalRequestStore, buildExecutionMemoryInstructions, isEphemeralAgen
 import type { ToolDefinition } from "@mariozechner/pi-coding-agent";
 import { Type, type Static } from "@mariozechner/pi-ai";
 import { createHash } from "node:crypto";
-import { createTaskCreateTool, createTaskLogToolWithContext, createTaskDocumentWriteTool, createTaskDocumentReadTool, createListAgentsTool, createDelegateTaskTool, createGetAgentConfigTool, createUpdateAgentConfigTool, createSendMessageTool, createReadMessagesTool, createMemoryTools, createReadEvaluationsTool, createUpdateIdentityTool, createReflectOnPerformanceTool, taskCreateParams } from "./agent-tools.js";
+import { createTaskCreateTool, createTaskLogToolWithContext, createTaskDocumentWriteTool, createTaskDocumentReadTool, createListAgentsTool, createDelegateTaskTool, createGetAgentConfigTool, createUpdateAgentConfigTool, createSendMessageTool, createReadMessagesTool, createMemoryTools, createReadEvaluationsTool, createUpdateIdentityTool, createReflectOnPerformanceTool, readAgentMemoryWorkspaceLongTerm, taskCreateParams } from "./agent-tools.js";
 import { AgentLogger } from "./agent-logger.js";
 import {
   resolveAgentInstructionsWithRatings,
@@ -490,16 +490,21 @@ function shortContentHash(value: string): string {
 function buildIdentitySnapshot(args: {
   agent: Agent;
   resolvedInstructions: string;
+  workspaceMemory: string;
 }): string {
-  const { agent, resolvedInstructions } = args;
+  const { agent, resolvedInstructions, workspaceMemory } = args;
 
   const soulTrimmed = typeof agent.soul === "string" ? agent.soul.trim() : "";
   const instrTrimmed = resolvedInstructions.trim();
-  const memTrimmed = typeof agent.memory === "string" ? agent.memory.trim() : "";
+  const inlineMemoryTrimmed = typeof agent.memory === "string" ? agent.memory.trim() : "";
+  const workspaceMemoryTrimmed = workspaceMemory.trim();
+  const memorySource = inlineMemoryTrimmed ? "inline" : workspaceMemoryTrimmed ? "workspace" : null;
+  const memTrimmed = inlineMemoryTrimmed || workspaceMemoryTrimmed;
 
-  const formatField = (trimmed: string): string => {
+  const formatField = (trimmed: string, source?: "inline" | "workspace"): string => {
     if (!trimmed) return "absent";
-    return `loaded (${trimmed.length} chars, sha256:${shortContentHash(trimmed)})`;
+    const sourceLabel = source ? `, source: ${source}` : "";
+    return `loaded (${trimmed.length} chars, sha256:${shortContentHash(trimmed)}${sourceLabel})`;
   };
 
   return [
@@ -512,7 +517,7 @@ function buildIdentitySnapshot(args: {
     `- role: ${agent.role}`,
     `- soul: ${formatField(soulTrimmed)}`,
     `- instructions: ${formatField(instrTrimmed)}`,
-    `- memory: ${formatField(memTrimmed)}`,
+    `- memory: ${formatField(memTrimmed, memorySource ?? undefined)}`,
   ].join("\n");
 }
 
@@ -1721,6 +1726,7 @@ export class HeartbeatMonitor {
           ? HEARTBEAT_NO_TASK_SYSTEM_PROMPT
           : HEARTBEAT_SYSTEM_PROMPT;
         let resolvedInstructionsForIdentity = "";
+        let workspaceMemoryForIdentity = "";
         try {
           resolvedInstructionsForIdentity = await resolveAgentInstructionsWithRatings(agent, rootDir, this.store);
         } catch (instructionError) {
@@ -1728,6 +1734,13 @@ export class HeartbeatMonitor {
           heartbeatLog.warn(`Failed to resolve agent instructions for heartbeat ${agentId}: ${message}`);
         }
 
+        try {
+          workspaceMemoryForIdentity = await readAgentMemoryWorkspaceLongTerm(rootDir, agent.id);
+        } catch (memoryReadErr) {
+          const message = memoryReadErr instanceof Error ? memoryReadErr.message : String(memoryReadErr);
+          heartbeatLog.warn(`Failed to resolve workspace memory for heartbeat ${agentId}: ${message}`);
+        }
+
         let memoryInstructions = "";
         if (memorySettings?.memoryEnabled !== false) {
           try {
@@ -1895,7 +1908,11 @@ export class HeartbeatMonitor {
               `Heartbeat execution for agent "${agent.name}" (ID: ${agent.id})`,
               `Source: ${source}${triggerDetail ? ` (${triggerDetail})` : ""}`,
               "",
-              buildIdentitySnapshot({ agent, resolvedInstructions: resolvedInstructionsForIdentity }),
+              buildIdentitySnapshot({
+                agent,
+                resolvedInstructions: resolvedInstructionsForIdentity,
+                workspaceMemory: workspaceMemoryForIdentity,
+              }),
               "",
               "## Wake Delta",
               `- source: ${source}${triggerDetail ? ` (${triggerDetail})` : ""}`,
@@ -2003,7 +2020,11 @@ export class HeartbeatMonitor {
               `Source: ${source}${triggerDetail ? ` (${triggerDetail})` : ""}`,
               `Assigned task: ${taskId} — ${taskTitle}`,
               "",
-              buildIdentitySnapshot({ agent, resolvedInstructions: resolvedInstructionsForIdentity }),
+              buildIdentitySnapshot({
+                agent,
+                resolvedInstructions: resolvedInstructionsForIdentity,
+                workspaceMemory: workspaceMemoryForIdentity,
+              }),
               "",
               "## Wake Delta",
               `- source: ${source}${triggerDetail ? ` (${triggerDetail})` : ""}`,

packages/engine/src/agent-instructions.ts

@@ -10,6 +10,7 @@ import {
 } from "@fusion/core";
 import type { PluginRunner } from "./plugin-runner.js";
 import { createLogger } from "./logger.js";
+import { readAgentMemoryWorkspaceLongTerm } from "./agent-tools.js";
 
 const log = createLogger("agent-instructions");
 
@@ -182,18 +183,39 @@ function formatSoulSection(soul: string, agentId: string): string {
   return `## Soul\n\n${trimmed}`;
 }
 
-function formatMemorySection(memory: string, agentId: string): string {
-  const trimmed = trimAndClamp(memory, MAX_MEMORY_LENGTH, "memory", agentId);
-  if (!trimmed) {
+function memoryWorkspaceDisplayPath(agentId: string): string {
+  const safeAgentId = agentId.trim().replace(/[^a-zA-Z0-9._-]+/g, "-").replace(/^-+|-+$/g, "") || "agent";
+  return `.fusion/agent-memory/${safeAgentId}/MEMORY.md`;
+}
+
+function formatMemorySection(memory: string, workspaceMemory: string, agentId: string): string {
+  const inlineTrimmed = trimAndClamp(memory, MAX_MEMORY_LENGTH, "memory", agentId);
+  const workspaceTrimmed = trimAndClamp(workspaceMemory, MAX_MEMORY_LENGTH, "workspace memory", agentId);
+  if (!inlineTrimmed && !workspaceTrimmed) {
     return "";
   }
-  return [
+
+  const lines = [
     "## Agent Memory",
     "",
     "This is memory for this agent only. Keep it separate from workspace Project Memory; use it for durable preferences, operating habits, and context that should follow this agent across tasks.",
+    "Additional daily/dream files under .fusion/agent-memory/{agentId}/ are searchable with fn_memory_search.",
     "",
-    trimmed,
-  ].join("\n");
+  ];
+
+  if (inlineTrimmed) {
+    lines.push(inlineTrimmed);
+  }
+
+  if (workspaceTrimmed) {
+    if (!inlineTrimmed) {
+      lines.push(`_Source: ${memoryWorkspaceDisplayPath(agentId)}_`, "", workspaceTrimmed);
+    } else {
+      lines.push("", "### Long-term Workspace Memory", "", workspaceTrimmed);
+    }
+  }
+
+  return lines.join("\n");
 }
 
 function formatPerformanceFeedbackSection(ratingSummary: AgentRatingSummary): string {
@@ -293,11 +315,10 @@ export async function resolveAgentInstructions(
     }
   }
 
-  if (agent.memory?.trim()) {
-    const memorySection = formatMemorySection(agent.memory, agent.id);
-    if (memorySection) {
-      parts.push(memorySection);
-    }
+  const workspaceMemory = await readAgentMemoryWorkspaceLongTerm(rootDir, agent.id);
+  const memorySection = formatMemorySection(agent.memory ?? "", workspaceMemory, agent.id);
+  if (memorySection) {
+    parts.push(memorySection);
   }
 
   if (ratingSummary && ratingSummary.totalRatings > 0) {

packages/engine/src/agent-tools.ts

@@ -19,7 +19,6 @@ import { ResearchStepRunner } from "./research-step-runner.js";
 import type { ToolDefinition } from "@mariozechner/pi-coding-agent";
 import { Type, type Static } from "@mariozechner/pi-ai";
 import type { AgentReflectionService } from "./agent-reflection.js";
-import { MAX_INSTRUCTIONS_TEXT_LENGTH, MAX_MEMORY_LENGTH, MAX_SOUL_LENGTH } from "./agent-instructions.js";
 import { createLogger } from "./logger.js";
 
 // ── Tool parameter schemas (canonical definitions) ────────────────────────
@@ -194,6 +193,10 @@ type MemorySearchHit = {
 
 const log = createLogger("agent-tools");
 
+const MAX_INSTRUCTIONS_TEXT_LENGTH = 50_000;
+const MAX_MEMORY_LENGTH = 50_000;
+const MAX_SOUL_LENGTH = 10_000;
+
 const AGENT_MEMORY_ROOT = ".fusion/agent-memory";
 const AGENT_MEMORY_FILENAME = "MEMORY.md";
 const AGENT_DREAMS_FILENAME = "DREAMS.md";
@@ -201,11 +204,11 @@ const agentQmdRefreshState = new Map<string, { lastStartedAt: number; inFlight?:
 const AGENT_QMD_REFRESH_INTERVAL_MS = 5 * 60 * 1000;
 const DAILY_AGENT_MEMORY_RE = /^\d{4}-\d{2}-\d{2}\.md$/;
 
-function sanitizeAgentMemoryId(agentId: string): string {
+export function sanitizeAgentMemoryId(agentId: string): string {
   return agentId.trim().replace(/[^a-zA-Z0-9._-]+/g, "-").replace(/^-+|-+$/g, "") || "agent";
 }
 
-function agentMemoryDisplayPath(agentId: string): string {
+export function agentMemoryDisplayPath(agentId: string): string {
   return `${AGENT_MEMORY_ROOT}/${sanitizeAgentMemoryId(agentId)}/${AGENT_MEMORY_FILENAME}`;
 }
 
@@ -217,7 +220,7 @@ function agentMemoryDirectory(rootDir: string, agentId: string): string {
   return join(rootDir, AGENT_MEMORY_ROOT, sanitizeAgentMemoryId(agentId));
 }
 
-function agentMemoryFilePath(rootDir: string, agentId: string): string {
+export function agentMemoryFilePath(rootDir: string, agentId: string): string {
   return join(agentMemoryDirectory(rootDir, agentId), AGENT_MEMORY_FILENAME);
 }
 
@@ -229,6 +232,26 @@ function agentDailyFilePath(rootDir: string, agentId: string, date = new Date())
   return join(agentMemoryDirectory(rootDir, agentId), `${date.toISOString().slice(0, 10)}.md`);
 }
 
+export async function readAgentMemoryWorkspaceLongTerm(rootDir: string, agentId: string): Promise<string> {
+  const safeRoot = typeof rootDir === "string" ? rootDir.trim() : "";
+  const safeAgentId = typeof agentId === "string" ? agentId.trim() : "";
+  if (!safeRoot || !safeAgentId) {
+    return "";
+  }
+
+  const filePath = agentMemoryFilePath(safeRoot, safeAgentId);
+  try {
+    const fileStat = await stat(filePath);
+    if (!fileStat.isFile()) {
+      return "";
+    }
+    const content = await readFile(filePath, "utf-8");
+    return typeof content === "string" ? content.trim() : "";
+  } catch {
+    return "";
+  }
+}
+
 export function qmdAgentMemoryCollectionName(rootDir: string, agentId: string): string {
   const hash = createHash("sha1").update(`${rootDir}:${agentId}`).digest("hex").slice(0, 12);
   return `fusion-agent-memory-${sanitizeAgentMemoryId(agentId).toLowerCase()}-${hash}`;