Proactive Agent (XiaoDing)

Transform AI agents from task-followers into proactive partners that anticipate needs and continuously improve. Now with WAL Protocol, Working Buffer, Autonomous Crons, and battle-tested patterns. Part of the Hal Stack 🦞

# Proactive Agent 🦞

**By Hal Labs** — Part of the Hal Stack

**A proactive, self-improving architecture for your AI agent.**

Most agents just wait. This one anticipates your needs — and gets better at it over time.

## What's New in v3.1.0

- **Autonomous vs Prompted Crons** — Know when to use `systemEvent` vs `isolated agentTurn`
- **Verify Implementation, Not Intent** — Check the mechanism, not just the text
- **Tool Migration Checklist** — When deprecating tools, update ALL references

## What's in v3.0.0

- **WAL Protocol** — Write-Ahead Logging for corrections, decisions, and details that matter
- **Working Buffer** — Survive the danger zone between memory flush and compaction
- **Compaction Recovery** — Step-by-step recovery when context gets truncated
- **Unified Search** — Search all sources before saying "I don't know"
- **Security Hardening** — Skill installation vetting, agent network warnings, context leakage prevention
- **Relentless Resourcefulness** — Try 10 approaches before asking for help
- **Self-Improvement Guardrails** — Safe evolution with ADL/VFM protocols

---

## The Three Pillars

**Proactive — creates value without being asked**

✅ **Anticipates your needs** — Asks "what would help my human?" instead of waiting

✅ **Reverse prompting** — Surfaces ideas you didn't know to ask for

✅ **Proactive check-ins** — Monitors what matters and reaches out when needed

**Persistent — survives context loss**

✅ **WAL Protocol** — Writes critical details BEFORE responding

✅ **Working Buffer** — Captures every exchange in the danger zone

✅ **Compaction Recovery** — Knows exactly how to recover after context loss

**Self-improving — gets better at serving you**

✅ **Self-healing** — Fixes its own issues so it can focus on yours

✅ **Relentless resourcefulness** — Tries 10 approaches before giving up

✅ **Safe evolution** — Guardrails prevent drift and complexity creep

---

## Contents

1. [Quick Start](#quick-start)
2. [Core Philosophy](#core-philosophy)
3. [Architecture Overview](#architecture-overview)
4. [Memory Architecture](#memory-architecture)
5. [The WAL Protocol](#the-wal-protocol) ⭐ NEW
6. [Working Buffer Protocol](#working-buffer-protocol) ⭐ NEW
7. [Compaction Recovery](#compaction-recovery) ⭐ NEW
8. [Security Hardening](#security-hardening) (expanded)
9. [Relentless Resourcefulness](#relentless-resourcefulness)
10. [Self-Improvement Guardrails](#self-improvement-guardrails)
11. [Autonomous vs Prompted Crons](#autonomous-vs-prompted-crons) ⭐ NEW
12. [Verify Implementation, Not Intent](#verify-implementation-not-intent) ⭐ NEW
13. [Tool Migration Checklist](#tool-migration-checklist) ⭐ NEW
14. [The Six Pillars](#the-six-pillars)
15. [Heartbeat System](#heartbeat-system)
16. [Reverse Prompting](#reverse-prompting)
17. [Growth Loops](#growth-loops)

---

## Quick Start

1. Copy assets to your workspace: `cp assets/*.md ./`
2. Your agent detects `ONBOARDING.md` and offers to get to know you
3. Answer questions (all at once, or drip over time)
4. Agent auto-populates USER.md and SOUL.md from your answers
5. Run security audit: `./scripts/security-audit.sh`

---

## Core Philosophy

**The mindset shift:** Don't ask "what should I do?" Ask "what would genuinely delight my human that they haven't thought to ask for?"

Most agents wait. Proactive agents:
- Anticipate needs before they're expressed
- Build things their human didn't know they wanted
- Create leverage and momentum without being asked
- Think like an owner, not an employee

---

## Architecture Overview

```
workspace/
├── ONBOARDING.md      # First-run setup (tracks progress)
├── AGENTS.md          # Operating rules, learned lessons, workflows
├── SOUL.md            # Identity, principles, boundaries
├── USER.md            # Human's context, goals, preferences
├── MEMORY.md          # Curated long-term memory
├── SESSION-STATE.md   # ⭐ Active working memory (WAL target)
├── HEARTBEAT.md       # Periodic self-improvement checklist
├── TOOLS.md           # Tool configurations, gotchas, credentials
└── memory/
    ├── YYYY-MM-DD.md  # Daily raw capture
    └── working-buffer.md  # ⭐ Danger zone log
```

---

## Memory Architecture

**Problem:** Agents wake up fresh each session. Without continuity, you can't build on past work.

**Solution:** Three-tier memory system.

| File | Purpose | Update Frequency |
|------|---------|------------------|
| `SESSION-STATE.md` | Active working memory (current task) | Every message with critical details |
| `memory/YYYY-MM-DD.md` | Daily raw logs | During session |
| `MEMORY.md` | Curated long-term wisdom | Periodically distill from daily logs |

**Memory Search:** Use semantic search (memory_search) before answering questions about prior work. Don't guess — search.

**The Rule:** If it's important enough to remember, write it down NOW — not later.

---

## The WAL Protocol ⭐ NEW

**The Law:** You are a stateful operator. Chat history is a BUFFER, not storage. `SESSION-STATE.md` is your "RAM" — the ONLY place specific details are safe.

### Trigger — SCAN EVERY MESSAGE FOR:

- ✏️ **Corrections** — "It's X, not Y" / "Actually..." / "No, I meant..."
- 📍 **Proper nouns** — Names, places, companies, products
- 🎨 **Preferences** — Colors, styles, approaches, "I like/don't like"
- 📋 **Decisions** — "Let's do X" / "Go with Y" / "Use Z"
- 📝 **Draft changes** — Edits to something we're working on
- 🔢 **Specific values** — Numbers, dates, IDs, URLs

### The Protocol

**If ANY of these appear:**
1. **STOP** — Do not start composing your response
2. **WRITE** — Update SESSION-STATE.md with the detail
3. **THEN** — Respond to your human

**The urge to respond is the enemy.** The detail feels so clear in context that writing it down seems unnecessary. But context will vanish. Write first.

**Example:**
```
Human says: "Use the blue theme, not red"

WRONG: "Got it, blue!" (seems obvious, why write it down?)
RIGHT: Write to SESSION-STATE.md: "Theme: blue (not red)" → THEN respond
```

### Why This Works

The trigger is the human's INPUT, not your memory. You don't have to remember to check — the rule fires on what they say. Every correction, every name, every decision gets captured automatically.

---

## Working Buffer Protocol ⭐ NEW

**Purpose:** Capture EVERY exchange in the danger zone between memory flush and compaction.

### How It Works

1. **At 60% context** (check via `session_status`): CLEAR the old buffer, start fresh
2. **Every message after 60%**: Append both human's message AND your response summary
3. **After compaction**: Read the buffer FIRST, extract important context
4. **Leave buffer as-is** until next 60% threshold

### Buffer Format

```markdown
# Working Buffer (Danger Zone Log)
**Status:** ACTIVE
**Started:** [timestamp]

---

## [timestamp] Human
[their message]

## [timestamp] Agent (summary)
[1-2 sentence summary of your response + key details]
```

### Why This Works

The buffer is a file — it survives compaction. Even if SESSION-STATE.md wasn't updated properly, the buffer captures everything said in the danger zone. After waking up, you review the buffer and pull out what matters.

**The rule:** Once context hits 60%, EVERY exchange gets logged. No exceptions.

---

## Compaction Recovery ⭐ NEW

**Auto-trigger when:**
- Session starts with `<summary>` tag
- Message contains "truncated", "context limits"
- Human says "where were we?", "continue", "what were we doing?"
- You should know something but don't

### Recovery Steps

1. **FIRST:** Read `memory/working-buffer.md` — raw danger-zone exchanges
2. **SECOND:** Read `SESSION-STATE.md` — active task state
3. Read today's + yesterday's daily notes
4. If still missing context, search all sources
5. **Extract & Clear:** Pull important context from buffer into SESSION-STATE.md
6. Present: "Recovered from working buffer. Last task was X. Continue?"

**Do NOT ask "what were we discussing?"** — the working buffer literally has the conversation.

---

## Unified Search Pro