Support AI tool instances in post-session processing

src/Abstractions/CrestApps.Core.AI.Abstractions/Models/AIProfilePostSessionSettings.cs

@@ -22,4 +22,10 @@ public sealed class AIProfilePostSessionSettings
     /// When tools are configured, the AI model can invoke them during post-session analysis.
     /// </summary>
     public string[] ToolNames { get; set; } = [];
+
+    /// <summary>
+    /// Gets or sets the AI tool instance names to make available during post-session processing.
+    /// When instances are configured, the AI model can invoke them during post-session analysis.
+    /// </summary>
+    public string[] ToolInstanceNames { get; set; } = [];
 }

src/Abstractions/CrestApps.Core.AI.Abstractions/Models/PostSessionTask.cs

@@ -40,4 +40,9 @@ public sealed class PostSessionTask
     /// Gets or sets the AI tool names available to this task during post-session processing.
     /// </summary>
     public string[] ToolNames { get; set; } = [];
+
+    /// <summary>
+    /// Gets or sets the AI tool instance names available to this task during post-session processing.
+    /// </summary>
+    public string[] ToolInstanceNames { get; set; } = [];
 }

src/CrestApps.Core.Docs/docs/changelog/v1.0.0.md

@@ -118,3 +118,4 @@ description: Initial standalone release notes for the CrestApps.Core repository.
 - adds a source dropdown to the AI tool instance create form in the MVC and Blazor sample hosts that reveals only the selected source's fields (the source is fixed and shown read-only on edit), and relocates the "AI Tool Instances" admin menu item next to "AI Profiles" in both samples
 - requires the key, title, and content field mappings when creating or editing an AI data source in the MVC and Blazor sample hosts, and makes every built-in source reader fall back to the document key instead of the serialized source document when no title is mapped, so chat citations never render a full JSON document as a reference title
 - makes the Copilot CLI acquisition work behind corporate proxies and artifact mirrors, and downloads it only once per machine: `CrestApps.Core.AI.Copilot` now resolves the effective npm registry from `NPM_CONFIG_REGISTRY` or `npm config get registry` before the `GitHub.Copilot.SDK` targets download the CLI tarball (the SDK hardcodes `https://registry.npmjs.org`, and MSBuild's `DownloadFile` task cannot read npm configuration), and redirects the SDK's per-project, per-configuration cache to a shared cache under the NuGet global packages folder so a multi-project solution, a fresh worktree, or a CI agent no longer re-downloads the same large tarball for every project; both behaviors are opt-out through `CopilotResolveNpmRegistry` and `CopilotUseSharedCliCache`, the cache location is configurable through `CopilotCliCacheDir` (point it at a pre-seeded directory to build offline), and an explicitly set `CopilotNpmRegistryUrl`, `CopilotCliBinaryPath`, or `CopilotSkipCliDownload` always takes precedence
+- lets post-session processing invoke parameterized AI tool instances through the new `AIProfilePostSessionSettings.ToolInstanceNames` and `PostSessionTask.ToolInstanceNames`, merged and forwarded to the tool registry alongside the equivalent `ToolNames` so configuring only tool instances is enough to enable the tool-driven post-session path, and surfaces the per-task selection on the **Capabilities** tab of each post-session task in the AI profile create and edit screens of both the MVC and Blazor sample hosts

src/CrestApps.Core.Docs/docs/core/chat.md

@@ -244,7 +244,9 @@ NewAsync()          SaveAsync()         (inactivity / explicit close)
 | `ExtractedData` | `Dictionary<string, ExtractedFieldState>` | Extracted conversation fields |
 | `PostSessionProcessingStatus` | `PostSessionProcessingStatus` | Status of post-session tasks |
 
-Each `PostSessionResults` entry now keeps `AttemptHistory` for failed or incomplete retries, and `ProcessedAtUtc` is only populated once the task reaches a terminal success or final failure state. Pending retries keep their last attempt details in history instead of surfacing a default timestamp. Post-session tool resolution also honors task-scoped `PostSessionTask.ToolNames` in addition to profile-level post-session tool configuration, and post-close retries default to 5 attempts before the task is treated as terminally failed.
+Each `PostSessionResults` entry now keeps `AttemptHistory` for failed or incomplete retries, and `ProcessedAtUtc` is only populated once the task reaches a terminal success or final failure state. Pending retries keep their last attempt details in history instead of surfacing a default timestamp. Post-session tool resolution also honors task-scoped `PostSessionTask.ToolNames` and `PostSessionTask.ToolInstanceNames` in addition to profile-level post-session tool configuration, and post-close retries default to 5 attempts before the task is treated as terminally failed.
+
+Parameterized AI tool instances can also be invoked during post-session analysis alongside regular tools. Configure them at the profile level through `AIProfilePostSessionSettings.ToolInstanceNames`, per task through `PostSessionTask.ToolInstanceNames`, or both; the two sets are merged. Configuring only tool instances is enough to enable the tool-driven post-session path, so no regular tool names are required. In the MVC and Blazor sample hosts, the per-task selection is exposed on the **Capabilities** tab of each post-session task, next to the AI tools picker.
 
 Hosts can override that retry cap through the shared `AIChatSessionProcessingOptions.MaxPostCloseAttempts` site setting. The MVC admin settings page surfaces the same value as **Max post-close attempts**, and the shared processor reads it through `IOptionsMonitor<>` so both the default hosted runner and custom schedulers honor the same limit.
 

src/Primitives/CrestApps.Core.AI.Chat/Services/PostSessionProcessingService.cs

@@ -382,7 +382,7 @@ public async Task<Dictionary<string, PostSessionResult>> ProcessAsync(
             new(ChatRole.User, prompt),
         };
 
-        var tools = await ResolveToolsAsync(session.SessionId, settings.ToolNames, tasksToProcess);
+        var tools = await ResolveToolsAsync(session.SessionId, settings.ToolNames, settings.ToolInstanceNames, tasksToProcess);
 
         // When tools are configured (e.g., sendEmail), use non-generic GetResponseAsync
         // to allow tool execution. The generic version uses structured output which
@@ -1394,11 +1394,13 @@ private async Task<IChatClient> GetChatClientAsync(AIProfile profile)
     private async Task<IList<AITool>> ResolveToolsAsync(
         string sessionId,
         string[] profileToolNames,
+        string[] profileToolInstanceNames,
         List<PostSessionTask> tasks)
     {
-        var toolNames = CollectToolNames(profileToolNames, tasks);
+        var toolNames = CollectNames(profileToolNames, tasks, static task => task.ToolNames);
+        var toolInstanceNames = CollectNames(profileToolInstanceNames, tasks, static task => task.ToolInstanceNames);
 
-        if (toolNames is null || toolNames.Length == 0)
+        if (toolNames.Length == 0 && toolInstanceNames.Length == 0)
         {
             if (_logger.IsEnabled(LogLevel.Information))
             {
@@ -1413,15 +1415,17 @@ private async Task<IList<AITool>> ResolveToolsAsync(
         if (_logger.IsEnabled(LogLevel.Information))
         {
             _logger.LogInformation(
-                "Resolving {ToolCount} tool(s) for post-session processing of session '{SessionId}': [{ToolNames}].",
+                "Resolving {ToolCount} tool(s) and {ToolInstanceCount} tool instance(s) for post-session processing of session '{SessionId}': [{ToolNames}].",
                 toolNames.Length,
+                toolInstanceNames.Length,
                 sessionId,
-                string.Join(", ", toolNames));
+                string.Join(", ", toolNames.Concat(toolInstanceNames)));
         }
 
         var completionContext = new AICompletionContext
         {
             ToolNames = toolNames,
+            ToolInstanceNames = toolInstanceNames,
         };
 
         var entries = await _toolRegistry.GetAllAsync(completionContext);
@@ -1433,7 +1437,7 @@ private async Task<IList<AITool>> ResolveToolsAsync(
                 _logger.LogWarning(
                     "Tool registry returned no entries for post-session processing of session '{SessionId}'. Requested tool names: [{ToolNames}].",
                     sessionId,
-                    string.Join(", ", toolNames));
+                    string.Join(", ", toolNames.Concat(toolInstanceNames)));
             }
 
             return null;
@@ -1481,41 +1485,40 @@ private async Task<IList<AITool>> ResolveToolsAsync(
         return tools.Count > 0 ? tools : null;
     }
 
-    private static string[] CollectToolNames(
-        string[] profileToolNames,
-        List<PostSessionTask> tasks)
+    private static string[] CollectNames(
+        string[] profileNames,
+        List<PostSessionTask> tasks,
+        Func<PostSessionTask, string[]> taskNamesSelector)
     {
-        var toolNames = new HashSet<string>(StringComparer.OrdinalIgnoreCase);
+        var names = new HashSet<string>(StringComparer.OrdinalIgnoreCase);
 
-        if (profileToolNames is not null)
+        AddNames(names, profileNames);
+
+        if (tasks is not null)
         {
-            foreach (var name in profileToolNames)
+            foreach (var task in tasks)
             {
-                if (!string.IsNullOrWhiteSpace(name))
-                {
-                    toolNames.Add(name);
-                }
+                AddNames(names, taskNamesSelector(task));
             }
         }
 
-        if (tasks is not null)
+        return names.Count > 0 ? [.. names] : [];
+    }
+
+    private static void AddNames(HashSet<string> target, string[] names)
+    {
+        if (names is null)
         {
-            foreach (var task in tasks)
+            return;
+        }
+
+        foreach (var name in names)
+        {
+            if (!string.IsNullOrWhiteSpace(name))
             {
-                if (task.ToolNames is not null)
-                {
-                    foreach (var name in task.ToolNames)
-                    {
-                        if (!string.IsNullOrWhiteSpace(name))
-                        {
-                            toolNames.Add(name);
-                        }
-                    }
-                }
+                target.Add(name);
             }
         }
-
-        return toolNames.Count > 0 ? [.. toolNames] : [];
     }
 
     private async Task<string> RenderTranscriptAsync(

src/Startup/CrestApps.Core.Blazor.Web/Components/Pages/AI/AIProfiles/Create.razor

@@ -1077,6 +1077,27 @@
                                                 }
                                             }
                                         }
+
+                                        <h6 class="mb-2 mt-4 border-bottom pb-2"><i class="bi bi-plugin"></i> AI Tool Instances</h6>
+                                        @if (_model.AvailableToolInstances.Count == 0)
+                                        {
+                                            <p class="text-muted small">No tool instances are configured. Add them under <strong>AI Tool Instances</strong> first.</p>
+                                        }
+                                        else
+                                        {
+                                            @foreach (var instance in _model.AvailableToolInstances)
+                                            {
+                                                <div class="form-check mb-1">
+                                                    <input type="checkbox" class="form-check-input" id="task@(index)_toolinstance_@instance.ItemId"
+                                                           checked="@task.SelectedToolInstanceNames.Contains(instance.Name, StringComparer.OrdinalIgnoreCase)"
+                                                           @onchange="e => ToggleTaskToolInstance(task, instance.Name, (bool)e.Value)" />
+                                                    <label class="form-check-label" for="task@(index)_toolinstance_@instance.ItemId">
+                                                        <strong>@instance.Name</strong>
+                                                        <span class="badge bg-info text-dark ms-1">@instance.Source</span>
+                                                    </label>
+                                                </div>
+                                            }
+                                        }
                                     </div>
                                 </div>
                             </div>
@@ -1287,6 +1308,12 @@
         _model.SelectedMcpConnectionIds = await GetValidMcpConnectionIdsAsync(_model.SelectedMcpConnectionIds);
         _model.SelectedToolInstanceNames = await GetValidToolInstanceNamesAsync(_model.SelectedToolInstanceNames);
 
+        foreach (var task in _model.PostSessionTasks)
+        {
+            task.SelectedToolInstanceNames = await GetValidToolInstanceNamesAsync(task.SelectedToolInstanceNames);
+        }
+
+
         var profile = new AIProfile { Type = AIProfileType.Chat };
         _model.ApplyTo(profile);
         profile.ItemId = Guid.NewGuid().ToString("N");
@@ -1382,6 +1409,14 @@
         task.SelectedToolNames = list.ToArray();
     }
 
+    private void ToggleTaskToolInstance(PostSessionTaskItem task, string name, bool selected)
+    {
+        var list = (task.SelectedToolInstanceNames ?? []).ToList();
+        if (selected && !list.Contains(name, StringComparer.OrdinalIgnoreCase)) list.Add(name);
+        else if (!selected) list.RemoveAll(existing => string.Equals(existing, name, StringComparison.OrdinalIgnoreCase));
+        task.SelectedToolInstanceNames = list.ToArray();
+    }
+
     private IEnumerable<IGrouping<string, PromptTemplateOptionItem>> FilteredPromptTemplateGroups =>
         _model.AvailablePromptTemplates
             .Where(template => string.IsNullOrWhiteSpace(_promptTemplateSearchTerm) ||

src/Startup/CrestApps.Core.Blazor.Web/Components/Pages/AI/AIProfiles/Edit.razor

@@ -1002,6 +1002,27 @@ else if (_model != null)
                                                     }
                                                 }
                                             }
+
+                                            <h6 class="mb-2 mt-4 border-bottom pb-2"><i class="bi bi-plugin"></i> AI Tool Instances</h6>
+                                            @if (_model.AvailableToolInstances.Count == 0)
+                                            {
+                                                <p class="text-muted small">No tool instances are configured. Add them under <strong>AI Tool Instances</strong> first.</p>
+                                            }
+                                            else
+                                            {
+                                                @foreach (var instance in _model.AvailableToolInstances)
+                                                {
+                                                    <div class="form-check mb-1">
+                                                        <input type="checkbox" class="form-check-input" id="task@(index)_toolinstance_@instance.ItemId"
+                                                               checked="@task.SelectedToolInstanceNames.Contains(instance.Name, StringComparer.OrdinalIgnoreCase)"
+                                                               @onchange="e => ToggleTaskToolInstance(task, instance.Name, (bool)e.Value)" />
+                                                        <label class="form-check-label" for="task@(index)_toolinstance_@instance.ItemId">
+                                                            <strong>@instance.Name</strong>
+                                                            <span class="badge bg-info text-dark ms-1">@instance.Source</span>
+                                                        </label>
+                                                    </div>
+                                                }
+                                            }
                                         </div>
                                     </div>
                                 </div>
@@ -1178,6 +1199,12 @@ else if (_model != null)
         _model.SelectedA2AConnectionIds = await GetValidA2AConnectionIdsAsync(_model.SelectedA2AConnectionIds);
         _model.SelectedMcpConnectionIds = await GetValidMcpConnectionIdsAsync(_model.SelectedMcpConnectionIds);
         _model.SelectedToolInstanceNames = await GetValidToolInstanceNamesAsync(_model.SelectedToolInstanceNames);
+
+        foreach (var task in _model.PostSessionTasks)
+        {
+            task.SelectedToolInstanceNames = await GetValidToolInstanceNamesAsync(task.SelectedToolInstanceNames);
+        }
+
         _model.ApplyTo(existing);
 
         if (_removedDocumentIds.Count > 0)
@@ -1233,6 +1260,14 @@ else if (_model != null)
         task.SelectedToolNames = list.ToArray();
     }
 
+    private void ToggleTaskToolInstance(PostSessionTaskItem task, string name, bool selected)
+    {
+        var list = (task.SelectedToolInstanceNames ?? []).ToList();
+        if (selected && !list.Contains(name, StringComparer.OrdinalIgnoreCase)) list.Add(name);
+        else if (!selected) list.RemoveAll(existing => string.Equals(existing, name, StringComparison.OrdinalIgnoreCase));
+        task.SelectedToolInstanceNames = list.ToArray();
+    }
+
     private IEnumerable<IGrouping<string, PromptTemplateOptionItem>> FilteredPromptTemplateGroups =>
         _model.AvailablePromptTemplates
             .Where(template => string.IsNullOrWhiteSpace(_promptTemplateSearchTerm) ||

src/Startup/CrestApps.Core.Blazor.Web/ViewModels/AIProfileViewModel.cs

@@ -266,6 +266,7 @@ public static AIProfileViewModel FromProfile(AIProfile profile)
                 AllowMultipleValues = t.AllowMultipleValues,
                 Options = string.Join(Environment.NewLine, t.Options.Select(o => o.Value)),
                 SelectedToolNames = t.ToolNames ?? [],
+                SelectedToolInstanceNames = t.ToolInstanceNames ?? [],
             }).ToList(),
 
             EnableUserMemory = memoryMetadata.EnableUserMemory ?? false,
@@ -593,6 +594,7 @@ public void ApplyTo(AIProfile profile)
             .Select(o => new PostSessionTaskOption { Value = o.Trim() })
             .ToList(),
                 ToolNames = t.SelectedToolNames ?? [],
+                ToolInstanceNames = t.SelectedToolInstanceNames ?? [],
             }).ToList();
         });
 
@@ -682,6 +684,8 @@ public sealed class PostSessionTaskItem
     public string Options { get; set; }
 
     public string[] SelectedToolNames { get; set; } = [];
+
+    public string[] SelectedToolInstanceNames { get; set; } = [];
 }
 
 public sealed class PromptTemplateSelectionItem

src/Startup/CrestApps.Core.Mvc.Web/Areas/AI/ViewModels/AIProfileViewModel.cs

@@ -253,6 +253,7 @@ public static AIProfileViewModel FromProfile(AIProfile profile)
                 AllowMultipleValues = t.AllowMultipleValues,
                 Options = string.Join(Environment.NewLine, t.Options.Select(o => o.Value)),
                 SelectedToolNames = t.ToolNames ?? [],
+                SelectedToolInstanceNames = t.ToolInstanceNames ?? [],
             }).ToList(),
             EnableUserMemory = memoryMetadata.EnableUserMemory ?? false,
         };
@@ -581,6 +582,7 @@ public void ApplyTo(AIProfile profile)
             .Select(o => new PostSessionTaskOption { Value = o.Trim() })
             .ToList(),
                 ToolNames = t.SelectedToolNames ?? [],
+                ToolInstanceNames = t.SelectedToolInstanceNames ?? [],
             }).ToList();
         });
 
@@ -671,6 +673,8 @@ public sealed class PostSessionTaskItem
     public string Options { get; set; }
 
     public string[] SelectedToolNames { get; set; } = [];
+
+    public string[] SelectedToolInstanceNames { get; set; } = [];
 }
 
 public sealed class PromptTemplateSelectionItem