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CAROL-INI-3868-00: Rich chat phase 4: files in and out, inline charts, and a working canvas the agent edits across turns

Initiative
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Ninad (2026-08-15) rich-chat arc, phase 4. (a) Files out: a listing answer offers a CSV/PDF download composed server-side. (b) Files in: drop a document on the chat; it is stored scoped to the conversation and grounded into the turn. (c) Inline charts: a numeric answer can carry a small chart spec the window renders locally (no external libs). (d) Canvas: a living draft document per conversation the agent revises across turns, versioned, exportable.

--- Resequenced 2026-08-16 (Ninad): the rich-chat arc is FIVE phases. 1 rich replies (3864/3865/3866) - 2 live stages + named threads (3867) - 3 the self-correcting turn + WhatsApp full-turn convergence (3873) - 4 files, charts, canvas (3868) - 5 get-back-to-me (3869; voice removed 2026-08-16, parked separately). The self-correcting turn moved AHEAD of files/canvas: it rebuilds the turn machinery and completes the one-engine convergence, and file grounding plus canvas state plug INTO that turn - building them first wires them to a seam about to be rebuilt. Voice was removed from the arc on 2026-08-16 and parked on its own record.

--- Resequenced again 2026-08-16 (Ninad, CLI-268): the arc is SIX phases - phase 6 is 3883, one memory per person, which restates criterion 2 of this initiative. Voice (3879) was discarded, not merely parked.

⚖️Decisions

  • Elrond's bypass methodology checklist (a reminder, not a gate -- you've got this): 0. File it requested_mode='bypass' (planner-vs-bypass is a deliberate choice). bypass_start REFUSES a non-bypass initiative (CAROL-INI-1846), and the dispatcher only skips the bypass lane when the mode says bypass -- a 'planner' mistag lets Merlin's pipeline grab the placeholder step and block your finished work. 1. Filed as planned status -- let the bypass claim/activate it; never file active. 2. Open the bypass (bypass_start) with your droid id + the remediation answer (remediates_initiative_id=NNN, or remediates_nothing=True). 3. Work the blocks for your work-type: template -> design -> code -> test -> review. Do the real work; record decisions on the initiative as you make them. 4. Reality is recorded for you at close -- code (files changed), each decision, and the twin-review verdict become real activities tied to this initiative and show in the Activity Tracker like a planner run (CAROL-INI-1840). No dummy rows. 5. Keep the initiative status moving; it parks in 'reviewing' and is tagged uat-pending for you at close (CAROL-INI-1836), so the stuck-watchdog leaves it alone until UAT. 6. Close runs the gates (design/architecture compliance + caller-audit). If a gate flags something pre-existing or unrelated to your change, waive it with a clear written rationale -- audit, don't skip. 7. Bypass skips the planner's auto-orchestration, NOT the standards. Same template checklist, same review, same observability as a planner run. (elrond)
  • [arc] Rich-chat arc resequenced into FIVE phases (Ninad, 2026-08-16): 1 rich replies (3864/3865/3866) | 2 live stages + named threads (3867) | 3 the self-correcting turn + WhatsApp full-turn convergence (3873) | 4 files, charts, canvas (3868) | 5 voice + get-back-to-me (3869). — The self-correcting turn moved ahead of files/charts/canvas because it rebuilds the turn machinery and finishes the one-engine convergence (3872/3877); file grounding and canvas state plug into that turn, so building them first would wire them to a seam about to be rebuilt. Voice remains last per Ninad's standing ruling. (orion)
  • [status-router] planned -> executing | event=bypass_executing | bypass transition (or-bx-01)
  • [status-router] executing -> reviewing | event=dispatcher_transition | dispatcher state change (ds-s1)
  • [status-router] reviewing -> closed | event=operator_signoff | Auto-accepted (CAROL-INI-1859): Orion-initiated, >2 days in reviewing with no objection. (el-srac-01)

Success criteria

  • A list answer offers a working CSV download whose rows equal the grounded evidence (must_have)
  • An uploaded document is readable by the agent it was given to, wherever that agent talks to the SAME person, and to no other person (restated 2026-08-16 by Ninad's ruling, CAROL-INI-3883: an agent's memory is the person's, not the environment's - separate scrolls, one memory; the original wording said 'in the same conversation and nowhere else', which the ruling supersedes) (must_have)
  • A chart renders from a reply without external libraries (must_have)
  • The canvas survives across turns with version history (must_have)