Libra CodeHub

CedarCopilot/cedar-mail

Branch: staging

[DEPLOY]

merged#2880CedarCopilot

CedarCopilot wants to merge 1 commit into main from staging

What Libra verified

  • CRM administration follows the viewed user and agent document identity

    Libra ran this behavior against the change and confirmed the check detects when it breaks.

    Technical evidence
    • the CRM updater remains identified by its final document-path slug after its display name changes
    • CRM-agent reads and selects the viewed user’s matching agent instead of the signed-in viewer’s agent

    Changed code: AgentView.tsx.

Live on prod, 0 of 6 surfaces working, 2 days leftTimeline and evidence
  1. Opened
    Sep 22, 2026, 9:32 AM
  2. No findings
    Sep 22, 2026, 9:54 AM
  3. Merged
    Sep 22, 2026, 9:56 AM
  4. Live on prod
    Sep 22, 2026, 9:56 AM
  5. Observed 1 hour, 6 surfaces, 0 requests
    Sep 22, 2026, 9:56 AM
  6. Watching

    Live on prod, 0 of 6 surfaces working, 2 days left

    Sep 22, 2026, 9:56 AM

Behaviors Libra is checking

In Cedar-staff admin or view-as mode, CRM administration, field reads, and configuration reads and writes use the viewed user's identity, omitting cross-user scope for the viewed user's own agent while retaining it for a real teammate.Not checked
prod
Fields stamped to deleted or disabled agents are treated as unowned and therefore appear again in the CRM updater's write set.Not checked
prod
Ordinary agents can assign and release owned fields, while the CRM updater can take back fields by clearing their owner, creates new unowned fields, and does not show a misleading remove-from-agent control.Not checked
prod
The CRM fields panel lists the fields an agent actually writes: fields assigned to ordinary agents, and unowned non-background fields for the CRM updater.Not checked
prod
CRM-updater detection is based on the agent definition filename slug, so renaming its display name preserves CRM behavior and naming another agent `crm-updater` does not grant it CRM behavior.Not checked
prod
A CRM-updater visit with no explicit `tab` parameter lands on CRM Fields once the agent and visible tab set are known, while explicit tab links continue to win.Not checked
prod

Libra found 6 production surfaces on prod but could not judge any of them yet. 6 surfaces had no requests at all. Libra checks hourly for 3 days after each deploy.

RetriggerConfidence Score: 4/5

The behavioral changes appear safe, but the explicit repository prohibition on TypeScript casts must be satisfied before merging.

Summary

This PR expands the agent library so templates provision complete workspaces, updates bound-agent prompts with workspace context, improves onboarding and query-cache behavior, and refines agent, CRM-field, and file-management surfaces.

  • Adds configuration, memory, sample output, reseeding, and preview support for 42 agent-library templates.
  • Adds workspace-aware bound-agent prompts and repairs tombstone filtering for playbook references.
  • Updates onboarding completion/cache handling, home actions, CRM updater fields, agent tabs, and optimistic file renaming.
  • Adds extensive client and server coverage for provisioning, workspace templates, onboarding, CRM fields, and cache restoration.
  • One repository-rule violation remains in the new CRM-field editor’s TypeScript assertions.

Diagram

rendering diagram…

Reviews (1) · Last reviewed commit: "Merge pull request #2876 from CedarCopil..."

Show production surfaces and changed-file mapping

Production surfaces

SurfaceRequestsErrorsp95UsersVerdict
model_chunk Next Steps and Tasks Manager0 → 00 → 0 (0%)not measured0No traffic
No requests recorded since this deploy.
model_step Next Steps and Tasks Manager0 → 00 → 0 (0%)not measured0No traffic
No requests recorded since this deploy.
invoke_agent Next Steps and Tasks Manager0 → 00 → 0 (0%)not measured0No traffic
No requests recorded since this deploy.
model_inference Next Steps and Tasks Manager0 → 00 → 0 (0%)not measured0No traffic
No requests recorded since this deploy.
/api/templates/preview0 → 00 → 0 (0%)not measured0No traffic
No requests recorded since this deploy.
POST /api/templates/preview0 → 00 → 0 (0%)not measured0No traffic
No requests recorded since this deploy.

Changed files → surfaces

  • apps/mail/modules/onboarding/checklist/steps.tsmodel_chunk Next Steps and Tasks Managermodel_step Next Steps and Tasks Managerinvoke_agent Next Steps and Tasks Managermodel_inference Next Steps and Tasks Manager
  • apps/server/src/services/agent-library/templates.ts/api/templates/previewPOST /api/templates/preview
  • apps/mail/app/(full-width)/onboarding/page.tsxno production surface mapped
  • apps/mail/lib/query-persistence/index.tsno production surface mapped
  • apps/mail/modules/agents/__tests__/agent-tabs.test.tsno production surface mapped
  • apps/mail/modules/agents/__tests__/crm-agent.test.tsno production surface mapped
  • apps/mail/modules/agents/components/AgentSettingsSection.tsxno production surface mapped
  • apps/mail/modules/agents/components/AgentView.tsxno production surface mapped
  • apps/mail/modules/agents/crm-agent.tsno production surface mapped
  • apps/mail/modules/agents/types.tsno production surface mapped
  • apps/mail/modules/agents/utils/agent-paths.tsno production surface mapped
  • apps/mail/modules/aop/__tests__/agentFieldsCallout.test.tsxno production surface mapped
  • apps/mail/modules/aop/components/AgentFieldsCallout.tsxno production surface mapped
  • apps/mail/modules/aop/components/FieldDetailsForm.tsxno production surface mapped
  • apps/mail/modules/cedar-os/__tests__/__mocks__/query-provider.tsno production surface mapped
  • apps/mail/modules/conversations/components/files/optimistic-files.tsno production surface mapped
  • apps/mail/modules/conversations/components/files/optimisticQueries.tsno production surface mapped
  • apps/mail/modules/conversations/hooks/use-meeting-prep-agent.tsno production surface mapped
  • apps/mail/modules/files/components/FileBrowser.tsxno production surface mapped
  • apps/mail/modules/files/hooks/use-rename-node.tsno production surface mapped
  • apps/mail/modules/home/__tests__/HomeWidgetRail.test.tsxno production surface mapped
  • apps/mail/modules/home/components/AgentHomeHero.tsxno production surface mapped
  • apps/mail/modules/home/components/agentHomeActions.tsno production surface mapped
  • apps/mail/modules/home/components/home-team-sections.tsno production surface mapped
  • apps/mail/modules/home/widgets/HomeWidgetRail.tsxno production surface mapped
  • apps/mail/modules/onboarding/hooks/use-onboarding-flags.tsno production surface mapped
  • apps/mail/modules/onboarding/setup/SetupFlow.tsxno production surface mapped
  • apps/mail/modules/onboarding/setup/steps/agent-library/LibraryAgentWorkspace.tsxno production surface mapped
  • apps/mail/modules/onboarding/surfaces.tsno production surface mapped
  • apps/mail/tests/lib/query-persistence/restore.test.tsno production surface mapped
  • apps/mail/tests/modules/files/fileBrowserRename.test.tsxno production surface mapped
  • apps/mail/tests/modules/home/agentHomeHero.test.tsxno production surface mapped
  • apps/mail/tests/modules/home/onboardingChecklistWidget.test.tsxno production surface mapped
  • apps/mail/tests/modules/onboarding/libraryAgentWorkspace.test.tsxno production surface mapped
  • apps/mail/tests/modules/onboarding/onboardingFlags.test.tsxno production surface mapped
  • apps/mail/tests/modules/onboarding/setupFlowKeys.test.tsxno production surface mapped
  • apps/server/docs/agent-library-workspaces.mdno production surface mapped
  • apps/server/docs/wiki/agent-library-workspaces.mdno production surface mapped
  • apps/server/src/agent-library-admin/cli.tsno production surface mapped
  • apps/server/src/cli/lib.tsno production surface mapped
  • apps/server/src/mastra/agents/__tests__/agent-chat-shell.test.tsno production surface mapped
  • apps/server/src/mastra/agents/agent-chat-shell.tsno production surface mapped
  • apps/server/src/mastra/workflows/chat/harness/bound-agent.tsno production surface mapped
  • apps/server/src/onboarding-admin/cli.tsno production surface mapped
  • apps/server/src/scripts/product-gap-close-rate.tsno production surface mapped
  • apps/server/src/scripts/repair-product-gap-paths.tsno production surface mapped
  • apps/server/src/scripts/thiago-files.tsno production surface mapped
  • apps/server/src/services/agent-library/__tests__/personal-lanes.test.tsno production surface mapped
  • apps/server/src/services/agent-library/__tests__/provision.test.tsno production surface mapped
  • apps/server/src/services/agent-library/__tests__/rules.test.tsno production surface mapped
  • apps/server/src/services/agent-library/__tests__/seed-workspace.test.tsno production surface mapped
  • apps/server/src/services/agent-library/__tests__/starter.test.tsno production surface mapped
  • apps/server/src/services/agent-library/__tests__/templates.test.tsno production surface mapped
  • apps/server/src/services/agent-library/__tests__/workspaces.test.tsno production surface mapped
  • apps/server/src/services/agent-library/personal-lanes.tsno production surface mapped
  • apps/server/src/services/agent-library/provision.tsno production surface mapped
  • apps/server/src/services/agent-library/seed-workspace.tsno production surface mapped
  • apps/server/src/services/agent-library/starter.tsno production surface mapped
  • apps/server/src/services/agent-library/types.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/account-wiki.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/call-refresh.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/coaching.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/competitor-intel.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/content.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/contract-chaser.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/crm-updater.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/customer-feedback.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/daily-agenda.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/deal-alerts.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/deal-risk.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/dev-debug.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/drafter.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/event-outreach.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/forecast-roll-up.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/hiring-pipeline.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/inbound-lead-research.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/incumbent-campaigns.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/investor-pipeline.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/lead-scoring.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/linkedin-outreach.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/linkedin-posts.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/lost-deal-debrief.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/meeting-confirmer.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/meeting-prep.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/meeting-recap.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/next-steps.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/objection-library.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/onboarding-plan.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/org-chart.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/org-map.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/outbound-email.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/pipeline-review.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/pipeline-revival.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/proposal-builder.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/reasons-to-reach-out.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/release-feedback.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/revival-call-list.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/shared.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/strategist.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/task-checkin.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/team-coaching.tsno production surface mapped
  • apps/server/src/services/agent-library/workspaces/why-we-win.tsno production surface mapped
  • apps/server/src/services/aop/__tests__/custom-field-definition-schema.test.tsno production surface mapped
  • apps/server/src/services/aop/types.tsno production surface mapped
  • apps/server/src/services/coaching/__tests__/agent-template.test.tsno production surface mapped
  • apps/server/src/services/coaching/agent-template.tsno production surface mapped
  • apps/server/src/services/documents/convention-paths.tsno production surface mapped
  • apps/server/src/services/playbook/__tests__/read-subagent-full-tombstone.test.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/account-wiki.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/call-refresh.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/competitor-intel.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/content.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/contract-chaser.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/crm-updater.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/customer-feedback.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/daily-agenda.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/deal-alerts.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/deal-risk.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/dev-debug.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/drafter.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/event-outreach.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/forecast-roll-up.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/hiring-pipeline.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/inbound-lead-research.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/incumbent-campaigns.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/investor-pipeline.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/lead-scoring.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/linkedin-outreach.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/linkedin-posts.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/lost-deal-debrief.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/meeting-confirmer.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/meeting-prep.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/meeting-recap.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/next-steps.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/objection-library.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/onboarding-plan.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/org-chart.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/org-map.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/outbound-email.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/pipeline-review.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/pipeline-revival.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/proposal-builder.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/reasons-to-reach-out.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/release-feedback.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/revival-call-list.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/strategist.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/task-checkin.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/team-coaching.tsno production surface mapped
  • apps/server/src/services/playbook/agent-defaults/why-we-win.tsno production surface mapped
  • apps/server/src/services/playbook/reference-resolver.tsno production surface mapped
  • apps/server/src/trpc/routes/agent-library.tsno production surface mapped