178 lines
4.1 KiB
Markdown
178 lines
4.1 KiB
Markdown
# UX Flow: Codex Agents
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Last updated: 2026-05-14.
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## Launcher entitlement UX
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Launcher grants access to the module. It does not configure individual agents.
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### Open contour
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Current open-contour Operational Core access is a dropdown with:
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- workspace member;
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- service admin;
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- blocked.
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Target UX: replace this dropdown with a modal aligned with enterprise access modals.
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Modal structure:
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```text
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Operational Core access
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Role:
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- Workspace member
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- Service admin
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- Blocked
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Operational Core modules
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Codex agents: on/off
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```
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This keeps the existing role decision but makes room for module-level entitlements.
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### Enterprise contour
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The existing enterprise Operational Core access modal should gain a bottom section:
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```text
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Operational Core modules
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Codex agents: on/off
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```
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It must coexist with current controls:
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- client;
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- service;
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- NODE.DC user;
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- global status;
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- workspace/project assignment;
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- role assignment.
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The module toggle is independent from project assignment. A user may have Tasker access without Codex-agent access.
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## Tasker workspace settings UX
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Location:
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```text
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Workspace settings -> Features
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```
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The `Codex agents` feature appears only when Launcher entitlement is present.
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Feature card:
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```text
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Codex agents
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Connect local Codex or compatible AI agents to maintain work items in this workspace.
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```
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Controls:
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- enable/disable feature for workspace;
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- create agent;
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- list agents;
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- revoke agent;
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- show last activity;
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- open agent setup instructions.
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The toggle/checker should use the NODE.DC round checker style, not a browser checkbox. If an existing reusable switch from `AI Voice Tasker` is suitable, extract it into a shared component instead of duplicating local styling.
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## Agent create flow
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Steps:
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1. User opens `Codex agents`.
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2. User clicks `Create agent`.
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3. User enters agent name.
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4. User optionally chooses avatar.
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5. User chooses allowed projects.
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6. User chooses capability preset.
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7. System creates agent and one-time pairing code.
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8. UI shows setup instructions for local Codex.
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Recommended capability presets:
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```text
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Task author
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create/update/move/comment/label/assign/structured blocks
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Reporter
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read/update/comment/structured blocks/work sessions
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Read-only reviewer
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read only
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```
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MVP should focus on `Task author`.
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## Agent setup UX
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The UI should provide:
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- copy MCP endpoint;
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- copy environment variable name;
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- generate one-time pairing code;
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- download instruction file;
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- show allowed workspace/project list;
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- show revoke button.
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The token itself should be shown once and never stored in frontend state longer than needed.
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Recommended user-facing artifact:
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```text
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TASKER_AGENT.md
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```
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This file contains instructions, not the raw secret. Secrets should be passed through environment variables or Codex secret storage.
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## Card management UX expectations
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Codex agents should follow NODE.DC task-card structure:
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- concise card title;
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- conceptual description;
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- `Current architecture` text block when relevant;
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- stage text blocks;
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- checker blocks;
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- implementation notes after real work;
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- validation notes;
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- no top-level card spam for substeps of one product topic.
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For cards created by agents, UI should make the author clear:
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```text
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Created by Codex Agent: <name>
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Owner: <human user>
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```
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## Voluntary scenario
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The user explicitly asks local Codex to maintain Tasker.
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Example flow:
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```text
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User: We agreed on the architecture. Go create Tasker cards for this in project X.
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Codex: calls tasker_create_issue and tasker_update_structured_blocks.
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User: Implement stage 1.
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Codex: updates checker and appends implementation note.
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```
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## Reporting scenario
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The organization expects developers to report through Tasker while working with Codex.
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UX should expose:
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- connected/not connected agent status;
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- last activity;
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- stale report indicator;
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- active work session;
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- last updated card;
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- missing report warning.
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Important limitation: local Codex cannot be forced to report unless it is launched with a managed config/wrapper. The system can show missing reports and enforce API scope, but it cannot control an arbitrary external agent process.
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