# Task: Simplify Agent settings and open conversations directly

## Identity

- Task ID: 20261012-agent-config-simplify-c6829a4e
- Mode: Feature
- Branch: codex/20261012-agent-config-simplify-c6829a4e-agent-config-simplify
- Worktree: /Users/chillishark/Makelore 麦洛/.codex-worktrees/makelore/20261012-agent-config-simplify-c6829a4e
- Base commit: f7b1003c4c0b86a09b47e62e8e20d836fe0dd9d0
- Owner: codex
- Status: Ready for Integration

## Scope

- Simplify personal Agent advanced settings: remove Tool/Skill helper descriptions, cloud capability management, budget and execution-limit cards.
- Make the explicit Start Use action activate the saved private Agent when required and open its formal conversation directly.
- Update and verify the latest isolated temporary application using the existing trial profile.

## Intent And Constraints

- User-facing discussion stays in Chinese product language. Current explicit request supersedes older helper copy and the second activation confirmation screen.
- Keep model selection required and raw prompt authoritative. Preserve existing budget/runtime configuration and service policies; hide controls without clearing stored values.
- Keep typed Host API, explicit save, dirty/conflict/model/account guards and recovery of uncertain actions. Opening a conversation must not send a message or invoke a model.
- Do not modify another checkout, canonical project memory, installed application, or cloud services. Preserve trial data and do not activate a real cloud Agent during verification.

## Project Context Loaded

Task context:
- Task ID: 20261012-agent-config-simplify-c6829a4e
- Mode: Feature
- Branch: codex/20261012-agent-config-simplify-c6829a4e-agent-config-simplify
- Worktree: /Users/chillishark/Makelore 麦洛/.codex-worktrees/makelore/20261012-agent-config-simplify-c6829a4e
- Base commit: f7b1003c4c0b86a09b47e62e8e20d836fe0dd9d0
- Ownership: bundled start succeeded and status JSON matched identity, branch, base and absolute worktree.
- Other active local tasks: 34 peer owners; all peer task-record Scope / Intent And Constraints / Promotion Candidates read, read-only.
- Overlap: prior completed Agent configuration, design, purpose and trial tasks overlap; the current user's explicit refinement resolves their presentation differences. One old child-language task has undefined scope but no concrete dependency. No blocking conflict.

Read:
- AGENTS.md; 05-agent-entry/read-before-planning.md, memory-index.md, planning-gate.md; active task record.
- 00-brief/project-positioning.md, success-criteria.md, community-collaboration.md; 30-worklog/current-state.md integrated snapshot/current focus.
- 10-decisions/decision-index.md and ADR-2026-09-11-personal-cloud-agents.md; 20-architecture/system-overview.md; 40-domain/business-rules.md.
- 50-evidence/evidence-index.md; 60-reflection/reflection-index.md; 80-commitments/commitments.md.

Relevant understanding:
- Project goal: approachable creation and use of personal AI assistants for students and creators.
- Current integrated focus: unified client capabilities and cloud integration; the integrated guided Agent UI predates the user's October simplification.
- Active scope: presentation removals and one-click entry to formal personal conversation, followed by a local trial update.
- Active constraints: Main owns authentication/network/recovery, Yuxi owns configurations/versions/execution, Works owns eligibility and billing. Payment does not grant broader resource access.
- Decisions: model is explicitly selected; private activation remains explicit; saved draft and published version are distinct. Budget/runtime policies remain even with controls hidden.
- Evidence/reflections/commitments: fixture tests do not establish real paid-model acceptance. Existing release/provider commitments remain outside this temporary UI update; no real cloud mutation is needed for verification.
- Likely modules: ConfigurationFields, Page/DraftEditor/useCloudDraft/Publication flow, scoped tests, README, local trial lifecycle artifacts.
- Stale context: older first-use confirmation and helper descriptions are intentionally superseded by this user request. Optional description cloud deployment is a separate existing dependency.

Gate result:
- Passed.

## Plan

1. Remove the requested advanced settings sections while retaining persisted configuration fields.
2. Connect Start Use to existing activation/recovery and formal conversation without the intermediate screen; add focused regression coverage.
3. Run focused checks and production build; stage a uniquely identified temporary application, verify it before replacing the current runtime, and show the updated page.
4. Record actual verification and remaining limits in this task record, commit the result and complete task ownership.

## Outcome

- Requested helper copy and capability-manager/budget/runtime cards are removed from the personal configuration page. Knowledge management and model/resource choices remain; saving changes preserves hidden runtime policy fields and does not read/write budgets.
- Start Use now performs the existing explicit private activation and opens formal chat on confirmed success, without an access/confirmation panel. Missing model, dirty configuration, conflicting save and unreadable state remain actionable in configuration; retries retain their original operation identity.
- Implementation and fixture verification complete. Latest temporary application updated from implementation commit 0a43ae901fe0ec15e2b94dfdc700b74ac342fba7 in a unique local shell, with the original trial profile retained and installed application untouched.
- User manually logged in and opened advanced settings. Real native AX confirms the correct new source URL, retained saved Agent configuration, model-first resource selection, and absence of both helper sentences, cloud-capability management, budget and runtime cards. Trial is left on advanced settings for review.

## Verification

- Typecheck and scoped ESLint passed; git diff --check passed.
- Seven focused unit files: 146 passed; final added activation-status/revised-draft recovery cases verified with all 9 direct-use cases passing separately (148 distinct focused cases total).
- 10 Playwright cases passed: 9 Chrome layout/avatar cases at 375/768/1024/1440 and 1 Electron identity/configuration/private-activation/direct-chat case.
- Independent read-only review found no actionable regression; added the revised-draft/old-activation recovery case from that review. Mobile advanced settings screenshot reviewed after removals.
- Production build:vite passed for Renderer, Main, preload and utility targets. Existing Browserslist age/chunk-size warnings only.
- Native current trial observed on WeChat channel details with disabled Save Target; no current unsaved form was visible. No real cloud publish, save or model message was sent during verification.
- Immediately before replacement, native old trial showed saved/applied configuration and a terminal failed conversation with an empty composer; no unsaved inputs or active execution were visible.
- Exact committed source, complete dist/dist-electron SHA set, unique local shell signature and startup entry bound before probe. Isolated hidden startup passed with DIRECT public health 200; no mock injection or real-profile access.
- Real replacement passed: PID 56936, Host API port 60280, retained trial profile, foreground unchanged, direct health 200; CUA observed the new source URL, clicked Agents successfully and reached real login. Authenticated home/configuration flags remain false pending manual login.
- User confirmed login and manual navigation. Final CUA full AX observed selected 高级设置 with 模型、工具箱（Tool）、做事手册（Skill）、MCP 服务、子智能体、知识库 and existing resource choices; deleted regions/copy are absent. Basic introduction/prompt AX also observed. Native automatic clicks were intermittent; a screenshot after navigation had stale visual content, so no real advanced screenshot acceptance is claimed. No real cloud changes made.
- Later task-document-only commits preserve src/electron/shared trees, startup entry and the exact compiled file hash set; runtime metadata normalized without restarting or losing the new login.

## Follow-ups

- No required implementation or temporary-application update work remains. Real initial activation/paid-model acceptance was deliberately not executed; the direct activation-to-chat flow is covered by unit and Electron fixtures.

## Promotion Candidates

- Target: README-linked Agent UI descriptions and ADR-2026-09-11-personal-cloud-agents/current-state when integrated. Proposal: advanced settings retain model/resource selection without helper, resource-management, budget or runtime cards; explicit Start Use directly activates privately and opens formal chat. Evidence: this user's 2026-10-12 request, 148 distinct scoped unit cases and 10 layout/Electron cases. Impact: fewer configuration distractions and one fewer activation page. Semantic conflict: older first-use confirmation/UI descriptions are superseded by the user's explicit request; backend version, payment, access, budget and runtime policies remain. Human confirmation: already supplied for this implementation; canonical promotion still requires serialized Integration Gate.