# Odin → General Assistant (Phase 2+) — Forward-Looking Notes

**Date:** 2026-06-08 · **Status:** NOT scheduled — design notes only, recorded so Phase 1 choices don't box us in.

The vision: Odin grows from "chat + invoice import" into a **general assistant** that can **query system data** (invoices, projects, attendance, vehicles…) and **take actions** (create an order, mark paid, draft a quote…). This note assesses whether the Phase-1 architecture supports that, and what to carry forward deliberately.

## Bottom line

Phase 1 sets us up well; it does **not** box us in. Two things to carry forward on purpose:

1. **Structured message storage** (content blocks, not a plain string) — cheap to plan now, costly to retrofit later.
2. **The assistant acts strictly as the authenticated user** — every tool runs through the existing permission/ownership layer.

Everything else (conversations, budget/usage, thin services) is already pointing the right way.

## What Phase 1 already gets right

- **Conversations** — multi-turn, persisted, per-user, isolated. Exactly the context substrate an agent needs.
- **Budget + usage tracking + `ai.use` gate** — the cost/access spine. Tool loops spend more, so this matters _more_, not less.
- **Thin service layer** (`{ data } | { error, status }`, ownership-checked) — ideal to wrap as tools without rewriting business logic.
- **The extract → review → save flow** — a perfect template for "propose action → human confirms → execute." The `canSave`/`invoices.create` gate added in Phase 1 is the one-tool version of per-action authorization.

## The one schema thing to note now

`ai_chat_messages.content` is a **plain string**. Tool use requires persisting **content blocks** (`text` + `tool_use` + `tool_result`), because the model must see the full tool-call history to continue. When Phase 2 lands, store the **raw content-block array** (JSON column, e.g. `content_json`/`blocks`) and keep a derived plain-text for display/search. Don't change it now — just design Phase 2 persistence as "store the blocks," treating the current string as a lossy projection.

## The core shift (Phase 2)

1. **Tool use over the existing services.** Define tools (`list_invoices`, `get_project`, `create_order`, …) whose handlers call the **same service functions the routes use**. The SDK tool-runner loops; we execute. Reuses all validation/business logic and — critically — permissions.
2. **Authorization is the hard part.** Every tool MUST run **as the user**, through `requirePermission` / service ownership checks. The assistant must never do what the user can't. It is the user's _delegate_, not a privileged actor.
3. **Read vs write.** Read/query tools may run autonomously. Write/destructive tools **propose → confirm → execute** (generalize the invoice review card into a generic "action card"). Aligns with the assistant safety rules (confirm side-effecting actions).
4. **Audit.** Every action the assistant takes should `logAudit` like a manual action, attributed to the user with a marker (e.g. `via: "odin"`), for a real trail.
5. **Cost.** Tool loops are multi-round-trip → 3–10× the tokens of a chat turn. The $50 cap bites faster; consider per-conversation cost display and per-action budget re-checks (the inter-file budget re-check in `extract-invoices` is the pattern).

## Data access: tools-over-services, NOT RAG

Recommendation: **function-calling against the real services**, not embeddings/RAG. The data is structured, live, and permissioned — tools give correct, current, authorized answers. RAG over a snapshot would be stale, would leak across permission boundaries, and would duplicate logic. Reserve embeddings for genuinely unstructured document search if it ever comes up.

## Other forward notes

- **Model / effort:** a true agentic assistant wants a stronger model and possibly `effort` tuning; Phase-1 Sonnet single-shot is right for now.
- **Streaming:** multi-step tool use feels slow without it — add SSE when Phase 2 lands.
- **System prompt:** describe the user's role + available tools + the confirm-before-write rule.
- **Managed Agents vs self-hosted loop:** Anthropic's Managed Agents host the loop, but for a self-hosted business app with our own services + permissions, **Claude API + tool use with a self-hosted loop** is the better fit — authorization stays in our stack.

## What NOT to do prematurely

- Don't add a tool framework, embeddings, or streaming now — Phase 1 is plain chat + a fixed-prompt extractor, and that's the right scope.
- Don't widen `ai.use` to non-admins until the per-action authorization story (point 2) is in place.
