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docs(j5): define peering poll mode - #400

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@Jacksondr5 Jacksondr5 commented Oct 2, 2026 •

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Stack 1/8. Depends on nothing; targets j5/main.

Problem

Peering assumes each server can reach the other. A laptop behind an office firewall that drops every inbound connection can't peer with its work VM at all, and agents never learn which server a participant lives on. This PR rewrites the definitions for peering poll mode before any code lands. Part of #399.

What changed

Docs only, rewritten rather than appended, as docs/j5/process/docs.md requires.

  • docs/j5/product/cross-device.md, the Peering section.
    • Link modes: send directly (push), or one server polls (poll) while the other stores its messages (store). A server polls because it can't be reached or may be off when a message arrives.
    • Removing a peer wipes the slate. Online and offline are defined.
    • The client's reachability and run-mode check.
    • Each server's own name.
    • Peer protocol versions on every request and answer.
    • The reversal: "Peering is invisible to agents" becomes "Agents see where participants live".
  • cross-device.md criteria and scenarios.
    • AC11–AC19 and AC22 rewritten. AC24 (peer protocol versions) and AC25 (cancelling messages a polling peer has not yet been handed) added.
    • A firewall scenario added. The asleep and Mac scenarios rewritten.
  • docs/j5/product/a2a/index.md and a2a/agent-tools.md.
    • The address book's server field, a send result naming a remote server and its availability, and the remote sender line in envelopes.
    • The not-delivered notice, and a refused ask ending its Exchange.
  • Glossary. One "link mode" row.
  • A new record, docs/j5/worklog/2026-10-02-peering-poll-mode-session.md, which the History lines link.

Each later item makes its own changes:

Checklist

  • One concern: the description has no "also"
  • Tests cover the changed behavior: docs only. EnvelopeFormatter.test.ts, which pins the send_message description to agent-tools.md, passes (7/7).
  • UI changes: none
  • Upstream-owned files: none edited
  • Upstream product: no change to what upstream's product does
  • Surfaces: not applicable to a docs-only PR. The code PRs in this stack walk the list.
  • Docs: definitions under docs/j5/product/ rewritten. The user docs follow in item 8 of the stack.

Built by Claude Opus 5.5 (1M context) in Claude Code, as the builder seat of a J5 crew.

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Summary by CodeRabbit

  • Documentation
    • Clarified how messages move between peer servers, including direct delivery, polling, and storage until a peer checks in.
    • Documented delivery status and notices for refused messages, cancellations before delivery, and delivery failures.
    • Explained how participant server details and availability appear in address books and messaging results, while participants continue to be addressed by ID.
    • Added guidance on peer setup, credentials, reachability, protocol compatibility, and removal effects.

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Jacksondr5 force-pushed the j5/peer-poll-definition branch from ae27004 to 9150e46 Compare October 2, 2026 18:45
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📥 Commits

Reviewing files that changed from the base of the PR and between 9150e46 and 4dd9cbb.

📒 Files selected for processing (5)
  • docs/j5/product/a2a/agent-tools.md
  • docs/j5/product/a2a/index.md
  • docs/j5/product/cross-device.md
  • docs/j5/product/glossary.md
  • docs/j5/worklog/2026-10-02-peering-poll-mode-session.md
📝 Walkthrough

Walkthrough

The documentation now defines peer-server link modes, setup and removal behavior, and delivery rules for direct and polling connections. It also describes how A2A addressing, participant listings, message envelopes, and delivery notices identify peer servers.

Changes

Peer messaging

Layer / File(s) Summary
Peer link modes and polling contract
docs/j5/product/cross-device.md, docs/j5/product/glossary.md, docs/j5/worklog/2026-10-02-peering-poll-mode-session.md
The cross-device definition adds push and polling modes, setup checks, peer removal behavior, delivery rules, criteria, and scenarios. The glossary defines link mode, and the session record documents the design and its scope.
A2A addressing and delivery feedback
docs/j5/product/a2a/index.md, docs/j5/product/a2a/agent-tools.md
The A2A definition and agent-tool documentation describe server identity in addresses, envelopes, and participant listings. They specify direct and polling delivery outcomes, availability details, and notices for refused or cancelled messages.

Priority: ⬇️ Low

Estimated code review effort: 2 (Simple) | ~12 minutes

Change: Other

Suggested reviewers: bryantderosier

Merge Risk: 🔵 Low · up to 9150e

The peering documentation has conflicting receipt wording and a glossary entry that does not follow the glossary’s index-only rule. Correct these localized issues before relying on the new product definitions.

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check. Docstring coverage is scoped to functions touched by this diff. Analyzed 0 functions across 0…
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
Title check ✅ Passed The title clearly identifies the change: defining peering poll mode in J5 documentation.
Description check ✅ Passed The description explains the problem and changes, identifies the docs-only scope, addresses the checklist items with context, and names the model and harness. It links the related issue as “Part of #3…
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Actionable comments posted: 2


  • 🪄 Fix CodeRabbit comments on this PR
🤖 Prompt to fix review comments
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Inline comments:
Review comments at @docs/j5/product/a2a/index.md:
- Line 68: Update the delivery receipt definition in the glossary to align with
the A2A peer-server semantics: describe it as a record associated with delivery,
not as proof that the message reached the receiver’s thread.

Review comments at @docs/j5/product/glossary.md:
- Line 23: Update the link mode entry in the glossary to use a brief, index-only
gloss that identifies the term without describing behavior or properties; keep
the explanations of push, poll, and store in cross-device.md.

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  • docs/j5/product/a2a/agent-tools.md
  • docs/j5/product/a2a/index.md
  • docs/j5/product/cross-device.md
  • docs/j5/product/glossary.md
  • docs/j5/worklog/2026-10-02-peering-poll-mode-session.md

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Comment thread docs/j5/product/a2a/index.md
Comment thread docs/j5/product/glossary.md Outdated

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Had GPT 6.1 Sol and Claude Opus 5.5 review the whole peer-poll stack (#400 → #408) together, so anything flagged here was checked against the top of the stack (ede1490c47a6) first. If a later PR fixes it, I say so instead of asking for a change.

This definition looks right to me. Nothing blocking, just wording where the docs don't quite match the code at the top of the stack:

  • The local vs. online recipient line in agent-tools.md and the "refreshed each time they talk" line in cross-device.md are both a bit off (inline).
  • The worklog entry is missing AC25.

A few bigger mismatches are already fixed further up. AC22 says every peer row gets available/last_available_at, AC24 calls a refused ask a "retirement" drop, and cross-device.md says "completed a poll". #404 and #407 fix all three. Since none of this is code, it's harmless if this PR merges first or a bisect lands on it.

Comment thread docs/j5/product/a2a/agent-tools.md Outdated
| `client_request_id` | string | no | Reuse to retry safely |

**Result:** the message id and the Exchange's state. When the receiver is an agent that is mid-turn and will not take the message into that turn, the result also carries a `deliveryNotice` stating how many messages are waiting for it, how many of them are the caller's, and that each will run as its own turn.
**Result:** the message id and the Exchange's state. When the receiver is an agent that is mid-turn and will not take the message into that turn, the result also carries a `deliveryNotice` stating how many messages are waiting for it, how many of them are the caller's, and that each will run as its own turn. When the recipient lives on a peer server, the result also names that server. When that server is offline, the result says the message is waiting for the recipient and when the server was last available, and its wording names the server: "Recorded. <B> is on Laptop, which is offline, last available 3 h ago; it receives this when Laptop is next available." A local or online recipient adds nothing but the server's name.

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Nit: at the top of the stack a local recipient adds nothing at all. withReceiverServer returns early when receiver_environment_id is null (SendService.ts:1019). Maybe: "A recipient on this server adds nothing; one on an online peer server adds only that server's name."

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Fixed: a local recipient now adds nothing, and an online peer adds only the server name. (02c5db4)

Comment thread docs/j5/product/cross-device.md Outdated

Servers do not find each other; **the client introduces them.** The client is the one party that is already connected to both environments, so peering is an act taken there. It first checks which way connections can go, by asking each server to reach the other at the addresses that server knows for itself, and how each server is run: one the desktop app runs, or one started by hand, may be off when a message arrives, and a message sent directly to a server that is off is lost. From that it recommends how messages travel in each direction, asks only what the check could not settle, and lets the person set it up differently. It then asks each server that will be connected to for a credential bound to the other server's identity, tells the connecting server where to reach it, and each connecting server confirms it can reach the other before it records the peer server; a storing server records its poller when the poller first presents the credential issued for it. The origin the client itself uses is a hint, not the answer — a loopback or forwarded address that works for the client may not work for a server — so the person confirms the origin to use.

**A server's name is its own.** Each server reports one name for itself, the one every client already shows for it, taken from its machine's name; a peer record carries the other server's current name, refreshed each time they talk, so agents and every client see the same name. Renaming a server means renaming its machine. Peer servers also state their protocol version on everything they send each other, each side checks the other's, and a server updated past the other's protocol stops exchanging with it and says which server to update, rather than misreading it.

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Nit: the name isn't actually refreshed every time they talk. It only updates on hello, on polls, and on direct-peer roster reads (PeerDirectory.ts:219-222); deliver responses don't carry it. "refreshed when they greet, poll, or read each other's address book" would be accurate.

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Fixed: the name is now "refreshed when they greet, poll, or read each other's address book". (02c5db4)


# Peering poll mode session (2026-10-02)

Jackson reviewed and approved a design for peering a server that cannot be reached. The outcome is written into [cross-device](../product/cross-device.md) (the Peering section, AC11–AC19, AC22 and AC24), the [A2A definition](../product/a2a/index.md) and the [agent tools](../product/a2a/agent-tools.md). This record is the story. The build is tracked in issue #399.

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Nit: this lists AC11–AC19, AC22 and AC24, but this PR also adds AC25.

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Fixed: the worklog lists AC25 too. (02c5db4)

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Approving. Nothing here blocks the merge, but a few lines in docs/j5/product/cross-device.md don't match what actually ships at the top of the stack anymore. Can we open a follow-up ticket to clean these up later?

  • AC13 (revoked session shows on the issuer's record). That's only true in the CLI (j5 a2a peer list prints inboundSession: "missing"). In the web UI, PeerStatus in PeerServersSettings.tsx only shows "No live session here" for push peers, so a revoked store peer just reads "Online · last polled…" and then "Offline since…". It looks like a sleeping laptop, and senders keep hearing "it receives this when Laptop is next available" when that's never going to happen. Either show session state on store rows or narrow AC13 to the CLI.
  • "whether a peer server is available". Availability only exists for a peer that polls us (availabilityOf in PeerDirectory.ts returns null for other modes), and agent-tools.md already got corrected in #407 to say nothing measures a direct peer. I'd narrow this to "whether a peer server that polls this one is available" so the two definitions agree.
  • "a message sent directly to a server that is off is lost". This contradicts a2a/index.md ("never a silent loss"), and the code follows a2a: a few retries, then a delivery alarm. The user doc in #408 already says "they fail after a few quick retries", so the definition just needs the same fix.

A server that can't be reached, such as a laptop behind an office
firewall, peers by polling: the reachable server stores its messages.
Rewrites the cross-device peering definition (link modes push, store and
poll; the onboarding check; removal wiping the slate; peer protocol
versions) and reverses "peering is invisible to agents": the address
book, send results and envelopes name the server a participant lives on.

Refs #399

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
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Heads-up for the whole peer-poll stack (#400 to #408): it overlaps with the Squadron removal, and the order of the two has not been decided.

What changed on j5/main (2026-10-08). J5 is retiring Squadrons and folding their behavior into projects (#412, decided 2026-10-05). The client half has merged (#454, #455, #456):

  • The Squadron picker, draft chip, sidebar Squadron filter, first-run gate and the Create, Rename and Delete Squadron dialogs are gone. Most of apps/web/src/j5/squadron/ is deleted.
  • New threads, drafts, the sidebar filter and Add Project use upstream's project flow again.
  • The Fleet page, Inbox and thread cards read the thread's project.

Still to come. The server migration re-keys the ledger from Squadrons to projects, removes list_squadrons and join_squadron, and renames squadron_id / squadronId to project fields across the server, the shared contracts and the peer protocol. After that, a rename pass removes the word from the remaining code.

Where this stack touches Squadron code

How the two fit together. The migration renames the peer fields (originSquadronId, cause.squadronId, the roster's squadronId and squadronName) to project fields. It will not add its own version gate: it builds on #401's x-j5-peer-protocol mechanism, and the rename becomes one separable commit that bumps PEER_PROTOCOL_VERSION.

Open question for Jackson: which lands first. If this stack lands first, the migration rebases onto it and bumps the protocol version. If the migration lands first, every PR here rebases through the rename of the files above. The migration's builder is holding the peer-field commit until that is decided.

Posted by an AI agent on Jackson's behalf.

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