[Feat] Add private per-user personalization

apps/api/src/handlers/tasks/index.ts

@@ -20,6 +20,7 @@ import { updateTaskModelSelection } from './updateModelSelection';
 import { listTaskModels } from './listModels';
 import { getGoal, manageGoal } from './manageGoal';
 import { saveTaskMemory } from './saveTaskMemory';
+import { updatePersonalization } from './updatePersonalization';
 
 export const tasksRouter = new Hono<{ Variables: Variables }>();
 
@@ -43,3 +44,4 @@ tasksRouter.post('/:taskId/task_suggestions', submitTaskSuggestions);
 tasksRouter.post('/:taskId/mcp_recommendations', submitMcpRecommendations);
 tasksRouter.post('/runs/:runId/goal', manageGoal);
 tasksRouter.post('/runs/:runId/memory', saveTaskMemory);
+tasksRouter.post('/runs/:runId/personalization', updatePersonalization);

apps/api/src/handlers/tasks/updatePersonalization.ts

@@ -0,0 +1,85 @@
+import type { Context } from 'hono';
+import { z } from 'zod';
+
+import { db, eq, taskRuns, tasks } from '@roomote/db/server';
+import { enqueueUserPersonalizationUpdate } from '@roomote/cloud-agents/server';
+import { TaskPayloadKind } from '@roomote/types';
+
+import type { Variables } from '../../types';
+import type { McpAuth } from '../mcp/middleware';
+import { isRunTokenContext } from '../mcp/proxy-utils';
+import { logHandlerError } from '../utils';
+
+const inputSchema = z.object({
+  preference: z.string().trim().min(1).max(500),
+  confidence: z.enum(['explicit', 'inferred']),
+});
+
+const EXCLUDED_PERSONALIZATION_PAYLOADS = new Set<TaskPayloadKind>([
+  TaskPayloadKind.Scan,
+  TaskPayloadKind.McpRecommendations,
+  TaskPayloadKind.SnapshotEnvironment,
+]);
+
+export function canLearnPersonalizationForRun(run: {
+  actingUserId: string | null;
+  initiatorKind: string;
+  payloadKind: TaskPayloadKind;
+}): run is typeof run & { actingUserId: string } {
+  return (
+    Boolean(run.actingUserId) &&
+    run.initiatorKind === 'user' &&
+    !EXCLUDED_PERSONALIZATION_PAYLOADS.has(run.payloadKind)
+  );
+}
+
+export async function updatePersonalization(
+  c: Context<{ Variables: Variables & { mcpAuth: McpAuth } }>,
+): Promise<Response> {
+  const auth = c.get('mcpAuth').authContext;
+  if (!isRunTokenContext(auth)) {
+    return c.json(
+      { error: 'Personalization updates require a task run token' },
+      403,
+    );
+  }
+
+  const runId = Number(c.req.param('runId'));
+  if (!Number.isInteger(runId) || runId <= 0 || auth.runId !== runId) {
+    return c.json(
+      { error: 'Task run token does not match requested task run' },
+      403,
+    );
+  }
+
+  const parsed = inputSchema.safeParse(await c.req.json().catch(() => null));
+  if (!parsed.success)
+    return c.json({ error: 'Invalid personalization update' }, 400);
+
+  try {
+    const [run] = await db
+      .select({
+        actingUserId: taskRuns.actingUserId,
+        payloadKind: taskRuns.payloadKind,
+        initiatorKind: tasks.initiatorKind,
+      })
+      .from(taskRuns)
+      .innerJoin(tasks, eq(tasks.id, taskRuns.taskId))
+      .where(eq(taskRuns.id, runId))
+      .limit(1);
+
+    if (!run || !canLearnPersonalizationForRun(run)) {
+      return c.json({ saved: false, reason: 'not_human_initiated' }, 200);
+    }
+
+    const result = await enqueueUserPersonalizationUpdate({
+      userId: run.actingUserId,
+      ...parsed.data,
+      taskId: String(runId),
+    });
+    return c.json(result, 200);
+  } catch (error) {
+    logHandlerError('updatePersonalization', error);
+    return c.json({ error: 'Failed to update personalization' }, 500);
+  }
+}

apps/docs/personal-settings.mdx

@@ -65,6 +65,8 @@ Personal Settings also include app preferences such as:
   you can still collapse or expand individual thought messages
 - **Narration Mode** for a more streamlined task conversation view
 - **Therapist Mode** to explain which remembered fact informed a Session or task
+- **How to work with me** for private personal instructions and conversational
+  learning
 
 Most teammates only need profile, linked accounts, and theme settings.
 
@@ -76,6 +78,33 @@ that remembered fact in human terms and explains how it was used. It does not
 narrate unrelated retrievals or expose internal memory identifiers, storage
 paths, metadata, or provenance fields.
 
+## Personalize how Roomote works with you
+
+Use **How to work with me** for durable preferences such as your preferred
+name, language, formality, answer length, use of examples, directness, update
+frequency, or accessibility and presentation preferences you choose to share.
+These instructions apply to conversations with you; they do not silently
+rewrite code or customer-facing deliverables.
+
+**Learn from conversations** is on by default. Roomote may save a preference
+you state explicitly and may form modest, revisable style preferences from
+repeated behavior. Turning learning off stops new automatic updates but keeps
+the instructions already shown in the text box active. **Reset** clears both
+edited and learned instructions. A reset does not rebuild them from older
+conversation history.
+
+Personalization follows the trusted account associated with the current
+speaker on supported chat surfaces and with the person who requested a task.
+In a shared thread, Roomote adapts its conversation to the current speaker
+while preserving the original requester's task requirements when they conflict.
+
+Personalization is encrypted at rest and is not available to other members or
+admins through Roomote's normal UI or API. It is excluded from shared task
+transcripts, summaries, memory, and ordinary tool output. It remains subject to
+the deployment operator's infrastructure access, backups, and retention
+policies. Roomote does not use public-web or LinkedIn enrichment for this
+feature.
+
 ## Common issues
 
 - **A linked account is missing.** Ask an admin to enable the integration from

apps/web/src/app/(sandbox)/task/[taskId]/messages/acp/tool-icons.ts

@@ -3,6 +3,7 @@ import type { LucideProps } from 'lucide-react';
 
 import {
   type LucideIcon,
+  BookHeart,
   BookOpenText,
   BrandIcon,
   Bot,
@@ -40,6 +41,7 @@ export function toolIconForKey(key: ToolIconKey): LucideIcon {
   if (key === 'task') return Zap;
   if (key === 'message') return MessageSquareText;
   if (key === 'memory') return BookOpenText;
+  if (key === 'book-heart') return BookHeart;
   if (key === 'artifact') return HardDriveUpload;
   if (key === 'widget') return GalleryVerticalEnd;
   if (key === 'roomote') return RoomoteR;

apps/web/src/app/(sandbox)/task/[taskId]/messages/acp/tool-presentation-policy.ts

@@ -68,6 +68,8 @@ export function resolveToolPresentationPolicy(
   const consequentialReceipt =
     presentation.identity.toolName !== null &&
     CONSEQUENTIAL_RECEIPTS.has(presentation.identity.toolName);
+  const isPersonalizationReceipt =
+    presentation.identity.toolName === 'update_personalization';
   const keepConsequentialReceiptVisible =
     consequentialReceipt &&
     (presentation.identity.toolName !== 'send_chat_reply' ||
@@ -94,8 +96,9 @@ export function resolveToolPresentationPolicy(
     rowVisibility = 'hidden';
   }
 
-  const detailMode: ResolvedToolPolicy['detailMode'] =
-    isSubagentToolMessage(msg) && hasSubagentSummary(msg)
+  const detailMode: ResolvedToolPolicy['detailMode'] = isPersonalizationReceipt
+    ? 'none'
+    : isSubagentToolMessage(msg) && hasSubagentSummary(msg)
       ? 'expandable'
       : hasPreview
         ? 'preview'
@@ -113,6 +116,7 @@ export function resolveToolPresentationPolicy(
     detailMode,
     activityMode:
       isRunning ||
+      isPersonalizationReceipt ||
       hasPreview ||
       isArtifact ||
       renderAs === 'delegated-task-card' ||
@@ -121,6 +125,7 @@ export function resolveToolPresentationPolicy(
         : 'collapsible',
     renderAs,
     groupingMode:
+      isPersonalizationReceipt ||
       hasPreview ||
       isArtifact ||
       renderAs === 'delegated-task-card' ||