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openclaw/docs/web/dashboard-architecture.md
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Peter Steinberger ae55a4090c refactor(canvas): make the panel a widget presenter (#126030)
* refactor(canvas): retire legacy host and commands

* refactor(apple): narrow shared Canvas contracts

* refactor(macos): keep Canvas as widget presenter

* refactor(ios): remove Canvas client

* refactor(android): remove Canvas client

* refactor(linux): remove Canvas client

* fix(ci): isolate native locale artifacts

* fix(linux): regenerate companion lockfile

* fix(canvas): refresh native tool display metadata

* test(canvas): align coverage with presenter surface

* test(canvas): remove obsolete asset root seam

* test(canvas): stabilize retirement CI coverage

* refactor(swift): remove orphaned resource wrapper

* test(ios): remove retired canvas layout assertion

* fix(macos): reserve retired canvas command namespace

* refactor(macos): isolate canvas command policy

* fix(canvas): select only eligible macOS panels

* fix(canvas): keep panel selection plugin-owned
2026-08-19 08:21:07 -07:00

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summary, read_when, title
summary read_when title
Session dashboards: architecture and implementation plan (technical design, pre-GA)
Implementing or reviewing the session dashboard (boards) feature
Changing widget hosting, the widget bridge, or board storage
Dashboard Architecture
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.

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 from an inline-capable chat → widget renders in the transcript → hover shows Pin to dashboard → widget appears on the session's board. The agent can pass pin: true to do the same. A channel presenter can instead make the same core document visible on the current transport.
  • Board view: a session with a board gets a view switch (Chat / Split / Dashboard). Split = tab strip (only when >1 tab) + fluid grid + docked chat pane; Dashboard is the same without the chat. The chat dock is resizable and movable (left/right/bottom) via the switch's dock picker. 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.
  • Registered plugin kinds — plugin-validated source rendered through the same sandboxed document frame. The Canvas plugin registers a2ui; core discovers the active registry and never hardcodes plugin kind names.

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.

Registered kinds use a small runtime Plugin SDK seam. A registration owns the agent-facing kind name, source validation, capability-scoped renderer resources, and document-body composition. The Gateway validates source again at board.widget.put, stores it in the existing generic plugin descriptor envelope, and composes the framed document only after a ticketed board read. This keeps stored source out of board snapshots and avoids a database CHECK or schema-version change. Disabled plugins are absent from the registry, so new puts fail with an enable-and-retry error and existing cells render as disabled.

The A2UI implementation composes a small document that references the renderer bundle on the capability-scoped Gateway asset route. Core then adds the same CSP, theme bridge, size reporter, and private-port host bridge used by HTML widgets. v0.8 and v0.9 use separate renderer bundles because their Lit custom elements share tag names but their processors and action contracts differ.

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 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):

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; show_widget is exposed only for an inline-widgets client or one unambiguous matching current-channel presenter):

  • show_widget { title, widget_code, kind?, name?, pin?, size?, tab?, after?, presentation?, capabilities? } — create/update by name; kind defaults to html and its enum includes active registered kinds; 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 macOS node-panel presenter and the A2UI dashboard content kind. The pluginSurfaceUrls["canvas"] advertisement and /__openclaw__/canvas paths are shipped native-client contracts and stay stable. Discord Activities register a contextual presenter behind core's canonical show_widget tool.

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 the node-panel presenter and A2UI dashboard kind; 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.