Publish portable agent state market research

2026-08-22 23:13:07 +08:00
parent 8872404966
commit 0eaf39a222
6 changed files with 668 additions and 0 deletions
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+<svg xmlns="http://www.w3.org/2000/svg" width="1280" height="820" viewBox="0 0 1280 820" role="img" aria-labelledby="title desc">
+  <title id="title">可移植 Agent 状态市场机会图</title>
+  <desc id="desc">横轴是对协议网络效应的依赖，纵轴是近期付费意愿。兼容迁移和企业治理位于高付费区，第五个新格式与代币网络位于高网络效应、低近期付费区。</desc>
+  <defs>
+    <linearGradient id="bg2" x1="0" y1="0" x2="1" y2="1"><stop offset="0" stop-color="#f8fafc"/><stop offset="1" stop-color="#eef2ff"/></linearGradient>
+    <filter id="soft"><feDropShadow dx="0" dy="8" stdDeviation="9" flood-color="#475569" flood-opacity=".16"/></filter>
+    <marker id="arr2" markerWidth="9" markerHeight="9" refX="7" refY="4.5" orient="auto"><path d="M0 0 L9 4.5 L0 9Z" fill="#475569"/></marker>
+  </defs>
+  <rect width="1280" height="820" rx="32" fill="url(#bg2)"/>
+  <text x="70" y="70" fill="#0f172a" font-size="32" font-weight="800" font-family="system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang SC','Microsoft YaHei',sans-serif">先卖迁移与治理，再争协议网络效应</text>
+  <text x="70" y="104" fill="#64748b" font-size="18" font-family="system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang SC','Microsoft YaHei',sans-serif">位置是基于公开定价与本次技术审计的判断，不是市场规模预测</text>
+  <g transform="translate(132 148)" font-family="system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang SC','Microsoft YaHei',sans-serif">
+    <rect x="0" y="0" width="1010" height="560" rx="22" fill="#ffffff" stroke="#cbd5e1"/>
+    <rect x="0" y="0" width="505" height="280" fill="#ecfeff" opacity=".72"/>
+    <rect x="505" y="0" width="505" height="280" fill="#f5f3ff" opacity=".75"/>
+    <rect x="0" y="280" width="505" height="280" fill="#f8fafc"/>
+    <rect x="505" y="280" width="505" height="280" fill="#fff7ed" opacity=".72"/>
+    <line x1="505" y1="0" x2="505" y2="560" stroke="#cbd5e1" stroke-dasharray="8 8"/>
+    <line x1="0" y1="280" x2="1010" y2="280" stroke="#cbd5e1" stroke-dasharray="8 8"/>
+    <line x1="0" y1="560" x2="1038" y2="560" stroke="#475569" stroke-width="2" marker-end="url(#arr2)"/>
+    <line x1="0" y1="560" x2="0" y2="-26" stroke="#475569" stroke-width="2" marker-end="url(#arr2)"/>
+    <text x="405" y="612" fill="#334155" font-size="18" font-weight="700">对协议网络效应的依赖 →</text>
+    <text transform="translate(-72 385) rotate(-90)" fill="#334155" font-size="18" font-weight="700">近期付费意愿 →</text>
+    <text x="22" y="34" fill="#0891b2" font-size="15" font-weight="700">先做：价值可独立交付</text>
+    <text x="527" y="34" fill="#7c3aed" font-size="15" font-weight="700">再做：需要生态协同</text>
+
+    <g filter="url(#soft)">
+      <rect x="72" y="84" width="300" height="112" rx="20" fill="#ffffff" stroke="#06b6d4" stroke-width="2"/>
+      <circle cx="108" cy="120" r="16" fill="#06b6d4"/>
+      <text x="138" y="124" fill="#0f172a" font-size="22" font-weight="800">兼容迁移 + loss report</text>
+      <text x="96" y="158" fill="#475569" font-size="16">CLI、adapter、迁移评估、回滚</text>
+
+      <rect x="610" y="66" width="318" height="124" rx="20" fill="#ffffff" stroke="#8b5cf6" stroke-width="2"/>
+      <circle cx="648" cy="105" r="16" fill="#8b5cf6"/>
+      <text x="678" y="110" fill="#0f172a" font-size="22" font-weight="800">企业治理 gateway</text>
+      <text x="634" y="145" fill="#475569" font-size="16">授权、撤销、审计、合规策略</text>
+
+      <rect x="278" y="218" width="280" height="108" rx="20" fill="#ffffff" stroke="#14b8a6" stroke-width="2"/>
+      <circle cx="314" cy="254" r="15" fill="#14b8a6"/>
+      <text x="344" y="259" fill="#0f172a" font-size="21" font-weight="800">托管同步 / 恢复</text>
+      <text x="302" y="292" fill="#475569" font-size="16">按写入、存储、SLA 收费</text>
+
+      <rect x="642" y="328" width="272" height="106" rx="20" fill="#ffffff" stroke="#f59e0b" stroke-width="2"/>
+      <circle cx="678" cy="364" r="15" fill="#f59e0b"/>
+      <text x="708" y="369" fill="#0f172a" font-size="21" font-weight="800">第五个新格式</text>
+      <text x="666" y="402" fill="#475569" font-size="16">先有生态，后有收入</text>
+
+      <rect x="768" y="450" width="204" height="78" rx="20" fill="#ffffff" stroke="#fb7185" stroke-width="2"/>
+      <text x="798" y="483" fill="#be123c" font-size="20" font-weight="800">代币 / 状态链</text>
+      <text x="798" y="510" fill="#64748b" font-size="14">高监管与冷启动风险</text>
+
+      <rect x="90" y="380" width="264" height="92" rx="20" fill="#ffffff" stroke="#94a3b8"/>
+      <text x="122" y="416" fill="#334155" font-size="20" font-weight="800">单一 memory SDK</text>
+      <text x="122" y="446" fill="#64748b" font-size="15">红海；已有 Mem0/Letta 等</text>
+    </g>
+  </g>
+  <text x="70" y="775" fill="#64748b" font-size="15" font-family="system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang SC','Microsoft YaHei',sans-serif">图 2｜最值得下注的不是“拥有协议名字”，而是成为迁移、兼容与治理的默认实现。</text>
+</svg>
@@ -0,0 +1,38 @@
+{
+  "experiment": "portable-state-probe",
+  "date": "2026-08-22",
+  "runtime": "Node.js v26.5.0",
+  "tests": {
+    "passed": 10,
+    "failed": 0
+  },
+  "summary": {
+    "canonical_state_fields": 4,
+    "converged_state_hash": "d96f9b67696866926cb8a495cac7f23d3d468d2cc9af7de2fec8b07534e35688",
+    "tamper_rejections": 1,
+    "revocation_rejections": 1,
+    "explicit_loss_items": 1,
+    "omitted_secret_classes": 1
+  },
+  "agent_file_audit": {
+    "agents": 1,
+    "blocks": 9,
+    "tools": 9,
+    "messages": 3,
+    "contains_secret_values": false
+  },
+  "demonstrated": [
+    "cross-harness preference, memory and task import",
+    "signed event verification",
+    "delivery-order-independent convergence",
+    "post-revocation write rejection",
+    "secret omission",
+    "explicit semantic loss reporting"
+  ],
+  "not_demonstrated": [
+    "behavioral equivalence across real model runtimes",
+    "large-scale sync performance",
+    "key recovery",
+    "multi-user policy composition"
+  ]
+}
@@ -0,0 +1,193 @@
+import assert from "node:assert/strict";
+import crypto from "node:crypto";
+import fs from "node:fs";
+
+function canonical(value) {
+  if (Array.isArray(value)) return `[${value.map(canonical).join(",")}]`;
+  if (value && typeof value === "object") {
+    return `{${Object.keys(value).sort().map((key) => `${JSON.stringify(key)}:${canonical(value[key])}`).join(",")}}`;
+  }
+  return JSON.stringify(value);
+}
+
+function digest(value) {
+  return crypto.createHash("sha256").update(canonical(value)).digest("hex");
+}
+
+function device(name) {
+  const { publicKey, privateKey } = crypto.generateKeyPairSync("ed25519");
+  const publicPem = publicKey.export({ type: "spki", format: "pem" });
+  return { name, did: `did:key:${digest(publicPem).slice(0, 32)}`, publicKey, privateKey };
+}
+
+function createEvent(signer, body) {
+  const id = digest(body);
+  const signature = crypto.sign(null, Buffer.from(canonical(body)), signer.privateKey).toString("base64");
+  return { id, body, signature };
+}
+
+function verifyEvent(event, keys) {
+  if (digest(event.body) !== event.id) return false;
+  const key = keys.get(event.body.writer);
+  return Boolean(key && crypto.verify(null, Buffer.from(canonical(event.body)), key, Buffer.from(event.signature, "base64")));
+}
+
+function eventOrder(a, b) {
+  return a.body.clock - b.body.clock || a.id.localeCompare(b.id);
+}
+
+function reduce(events, keys, ownerDid) {
+  const unique = [...new Map(events.map((event) => [event.id, event])).values()].sort(eventOrder);
+  const rejected = [];
+  const grants = new Map();
+  const revocations = new Map();
+
+  for (const event of unique) {
+    if (!verifyEvent(event, keys)) {
+      rejected.push({ id: event.id, reason: "bad-signature-or-id" });
+      continue;
+    }
+    const { kind, writer, payload, clock } = event.body;
+    if (kind === "grant.issue") {
+      if (writer !== ownerDid) rejected.push({ id: event.id, reason: "non-owner-grant" });
+      else grants.set(payload.grant_id, payload);
+    }
+    if (kind === "grant.revoke") {
+      if (writer !== ownerDid) rejected.push({ id: event.id, reason: "non-owner-revocation" });
+      else revocations.set(payload.grant_id, clock);
+    }
+  }
+
+  const registers = new Map();
+  for (const event of unique) {
+    if (!verifyEvent(event, keys) || event.body.kind !== "state.put") continue;
+    const { writer, clock, payload, grant_id: grantId } = event.body;
+    const grant = grants.get(grantId);
+    const revokedAt = revocations.get(grantId);
+    let reason = null;
+    if (!grant) reason = "missing-grant";
+    else if (grant.grantee !== writer) reason = "wrong-grantee";
+    else if (!grant.actions.includes("state.put")) reason = "action-not-allowed";
+    else if (clock > grant.expires_at) reason = "expired-grant";
+    else if (revokedAt !== undefined && clock >= revokedAt) reason = "revoked-grant";
+    if (reason) {
+      rejected.push({ id: event.id, reason });
+      continue;
+    }
+    const current = registers.get(payload.path);
+    if (!current || eventOrder(current.event, event) < 0) registers.set(payload.path, { value: payload.value, event });
+  }
+
+  const state = Object.fromEntries([...registers.entries()].sort(([a], [b]) => a.localeCompare(b)).map(([path, item]) => [path, item.value]));
+  return { state, state_hash: digest(state), accepted_events: unique.length - rejected.length, rejected };
+}
+
+function exportHarnessA(internal, signer, ownerDid, grantId, startClock) {
+  const events = [];
+  let clock = startClock;
+  const put = (path, value) => events.push(createEvent(signer, {
+    version: "probe-0.1", owner: ownerDid, writer: signer.did, clock: clock++, kind: "state.put", grant_id: grantId, payload: { path, value }
+  }));
+  for (const [key, value] of Object.entries(internal.user.preferences)) put(`profile.preferences.${key}`, value);
+  for (const memory of internal.memories) put(`memory.${memory.id}`, { text: memory.text, provenance: memory.source });
+  put("task.current", internal.task);
+  return {
+    events,
+    loss: ["tool_rules: target-independent execution semantics undefined"],
+    omitted: ["private_material: never serialized"]
+  };
+}
+
+function importHarnessB(state) {
+  const profile = { preferences: {} };
+  const recollections = {};
+  let work = null;
+  for (const [path, value] of Object.entries(state)) {
+    if (path.startsWith("profile.preferences.")) profile.preferences[path.split(".").at(-1)] = value;
+    else if (path.startsWith("memory.")) recollections[path.split(".").at(-1)] = value;
+    else if (path === "task.current") work = value;
+  }
+  return { profile, recollections, work, vault: "local-only" };
+}
+
+function auditAgentFile(path) {
+  if (!path) return null;
+  const file = JSON.parse(fs.readFileSync(path, "utf8"));
+  const agents = file.agents ?? [];
+  return {
+    format: "Letta Agent File",
+    agents: agents.length,
+    blocks: (file.blocks ?? []).length,
+    tools: (file.tools ?? []).length,
+    messages: agents.reduce((sum, agent) => sum + (agent.messages ?? []).length, 0),
+    contains_secret_values: agents.some((agent) => Object.values(agent.secrets ?? {}).some((value) => value !== null)),
+    known_portability_gaps: ["archival passages not represented", "framework-specific blocks/tool rules require adapters", "schema migration is roadmap work"]
+  };
+}
+
+const owner = device("owner");
+const harnessA = device("harness-a");
+const harnessB = device("harness-b");
+const keys = new Map([[owner.did, owner.publicKey], [harnessA.did, harnessA.publicKey], [harnessB.did, harnessB.publicKey]]);
+const grantA = createEvent(owner, { version: "probe-0.1", owner: owner.did, writer: owner.did, clock: 1, kind: "grant.issue", payload: { grant_id: "grant-a", grantee: harnessA.did, actions: ["state.put"], expires_at: 100 } });
+const grantB = createEvent(owner, { version: "probe-0.1", owner: owner.did, writer: owner.did, clock: 2, kind: "grant.issue", payload: { grant_id: "grant-b", grantee: harnessB.did, actions: ["state.put"], expires_at: 100 } });
+
+const internalA = {
+  user: { preferences: { language: "zh-CN", answer_style: "direct" } },
+  memories: [{ id: "m1", text: "User works in Beijing", source: "user-stated" }],
+  task: { id: "research-1", status: "active", title: "portable state research" },
+  tool_rules: [{ tool: "shell", allow: "workspace-only" }],
+  private_material: { demo_credential: "redacted-local-only" }
+};
+const exportedA = exportHarnessA(internalA, harnessA, owner.did, "grant-a", 10);
+const base = reduce([grantA, grantB, ...exportedA.events], keys, owner.did);
+const importedB = importHarnessB(base.state);
+
+const concurrentA = createEvent(harnessA, { version: "probe-0.1", owner: owner.did, writer: harnessA.did, clock: 20, kind: "state.put", grant_id: "grant-a", payload: { path: "profile.preferences.theme", value: "dark" } });
+const concurrentB = createEvent(harnessB, { version: "probe-0.1", owner: owner.did, writer: harnessB.did, clock: 20, kind: "state.put", grant_id: "grant-b", payload: { path: "profile.preferences.theme", value: "light" } });
+const mergedAB = reduce([grantA, grantB, ...exportedA.events, concurrentA, concurrentB], keys, owner.did);
+const mergedBA = reduce([concurrentB, ...exportedA.events, grantB, concurrentA, grantA], keys, owner.did);
+
+const tampered = structuredClone(exportedA.events[0]);
+tampered.body.payload.value = "tampered";
+const tamperResult = reduce([grantA, tampered], keys, owner.did);
+
+const revokeB = createEvent(owner, { version: "probe-0.1", owner: owner.did, writer: owner.did, clock: 30, kind: "grant.revoke", payload: { grant_id: "grant-b" } });
+const postRevoke = createEvent(harnessB, { version: "probe-0.1", owner: owner.did, writer: harnessB.did, clock: 31, kind: "state.put", grant_id: "grant-b", payload: { path: "profile.preferences.language", value: "en-US" } });
+const revokeResult = reduce([grantA, grantB, ...exportedA.events, revokeB, postRevoke], keys, owner.did);
+
+const tests = [];
+const test = (name, fn) => { fn(); tests.push({ name, status: "pass" }); };
+test("cross-harness preference import", () => assert.equal(importedB.profile.preferences.language, "zh-CN"));
+test("cross-harness memory import", () => assert.equal(importedB.recollections.m1.text, "User works in Beijing"));
+test("cross-harness task import", () => assert.equal(importedB.work.status, "active"));
+test("merge converges independent of delivery order", () => assert.equal(mergedAB.state_hash, mergedBA.state_hash));
+test("concurrent conflict resolves deterministically", () => assert.equal(mergedAB.state["profile.preferences.theme"], mergedBA.state["profile.preferences.theme"]));
+test("tampering is rejected", () => assert.equal(tamperResult.rejected[0].reason, "bad-signature-or-id"));
+test("revoked grant blocks later write", () => assert.ok(revokeResult.rejected.some((item) => item.reason === "revoked-grant")));
+test("pre-revocation state remains valid", () => assert.equal(revokeResult.state["profile.preferences.language"], "zh-CN"));
+test("secrets are omitted", () => assert.ok(!canonical(exportedA).includes("redacted-local-only")));
+test("semantic loss is explicit", () => assert.ok(exportedA.loss[0].includes("tool_rules")));
+
+const result = {
+  experiment: "portable-state-probe",
+  runtime: process.version,
+  tests,
+  summary: {
+    passed: tests.length,
+    failed: 0,
+    canonical_state_fields: Object.keys(base.state).length,
+    converged_state_hash: mergedAB.state_hash,
+    tamper_rejections: tamperResult.rejected.length,
+    revocation_rejections: revokeResult.rejected.filter((item) => item.reason === "revoked-grant").length,
+    explicit_loss_items: exportedA.loss.length,
+    omitted_secret_classes: exportedA.omitted.length
+  },
+  interpretation: {
+    demonstrated: ["signed event portability", "deterministic merge", "capability revocation", "secret omission", "loss reporting"],
+    not_demonstrated: ["behavioral equivalence across real model runtimes", "large-scale sync performance", "key recovery", "multi-user policy composition"]
+  },
+  agent_file_audit: auditAgentFile(process.argv[2])
+};
+
+console.log(JSON.stringify(result, null, 2));
@@ -0,0 +1,93 @@
+<svg xmlns="http://www.w3.org/2000/svg" width="1440" height="900" viewBox="0 0 1440 900" role="img" aria-labelledby="title desc">
+  <title id="title">可移植 Agent 状态层与现有协议的关系</title>
+  <desc id="desc">现有 MCP、A2A 和 AG-UI 位于交互接口侧；Agent File、Agent Spec 等位于适配层；真正缺少的是包含语义、损失声明、授权、签名事件和同步的用户状态公共层。</desc>
+  <defs>
+    <linearGradient id="bg" x1="0" y1="0" x2="1" y2="1">
+      <stop offset="0" stop-color="#071426"/>
+      <stop offset="1" stop-color="#11102b"/>
+    </linearGradient>
+    <linearGradient id="core" x1="0" y1="0" x2="1" y2="0">
+      <stop offset="0" stop-color="#0ea5e9"/>
+      <stop offset="0.55" stop-color="#7c3aed"/>
+      <stop offset="1" stop-color="#f97372"/>
+    </linearGradient>
+    <filter id="shadow" x="-20%" y="-20%" width="140%" height="140%">
+      <feDropShadow dx="0" dy="12" stdDeviation="14" flood-color="#020617" flood-opacity=".42"/>
+    </filter>
+    <marker id="arrow" markerWidth="10" markerHeight="10" refX="8" refY="5" orient="auto">
+      <path d="M0,0 L10,5 L0,10 Z" fill="#64748b"/>
+    </marker>
+  </defs>
+  <rect width="1440" height="900" rx="36" fill="url(#bg)"/>
+  <text x="80" y="76" fill="#f8fafc" font-size="34" font-weight="700" font-family="system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang SC','Microsoft YaHei',sans-serif">跨 harness 公共层不是另一个 harness</text>
+  <text x="80" y="112" fill="#94a3b8" font-size="18" font-family="system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang SC','Microsoft YaHei',sans-serif">状态归用户；运行时只通过 adapter 读取、写入和声明损失</text>
+
+  <g filter="url(#shadow)" font-family="system-ui,-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang SC','Microsoft YaHei',sans-serif">
+    <rect x="96" y="158" width="930" height="118" rx="24" fill="#111d33" stroke="#334155"/>
+    <text x="126" y="193" fill="#7dd3fc" font-size="16" font-weight="700">HARNESSES / 运行时</text>
+    <g fill="#e2e8f0" font-size="22" font-weight="600">
+      <rect x="126" y="214" width="190" height="42" rx="12" fill="#162941"/><text x="158" y="242">DeepSeek Harness</text>
+      <rect x="334" y="214" width="160" height="42" rx="12" fill="#162941"/><text x="366" y="242">LangGraph</text>
+      <rect x="512" y="214" width="140" height="42" rx="12" fill="#162941"/><text x="554" y="242">Letta</text>
+      <rect x="670" y="214" width="180" height="42" rx="12" fill="#162941"/><text x="706" y="242">自研 runtime</text>
+      <rect x="868" y="214" width="128" height="42" rx="12" fill="#162941"/><text x="900" y="242">未来实现</text>
+    </g>
+
+    <rect x="96" y="314" width="930" height="118" rx="24" fill="#121e35" stroke="#38bdf8" stroke-opacity=".52"/>
+    <text x="126" y="349" fill="#7dd3fc" font-size="16" font-weight="700">ADAPTER / 兼容与能力协商</text>
+    <g fill="#e2e8f0" font-size="19" font-weight="600">
+      <rect x="126" y="370" width="160" height="42" rx="12" fill="#17304b"/><text x="158" y="398">Agent File</text>
+      <rect x="304" y="370" width="176" height="42" rx="12" fill="#17304b"/><text x="336" y="398">Agent Spec</text>
+      <rect x="498" y="370" width="184" height="42" rx="12" fill="#17304b"/><text x="530" y="398">Agent Format</text>
+      <rect x="700" y="370" width="166" height="42" rx="12" fill="#17304b"/><text x="732" y="398">memorywire</text>
+      <rect x="884" y="370" width="112" height="42" rx="12" fill="#17304b"/><text x="912" y="398">转换器</text>
+    </g>
+
+    <rect x="96" y="470" width="930" height="170" rx="28" fill="#11182e" stroke="url(#core)" stroke-width="3"/>
+    <rect x="96" y="470" width="12" height="170" rx="6" fill="url(#core)"/>
+    <text x="130" y="508" fill="#f8fafc" font-size="18" font-weight="800">用户拥有的可移植状态语义</text>
+    <g fill="#e2e8f0" font-size="20" font-weight="600">
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+      <rect x="296" y="532" width="146" height="42" rx="13" fill="#1e2a4a"/><text x="328" y="560">长期 memory</text>
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