18 Commits

Author SHA1 Message Date
Patrick Buckley 480a1426b3 Fail-closed history-commit handoff (#1005)
* fix(session): fail-closed history-commit handoff (#981)

The deleted-workstream discovery is now a terminal, ws_id-keyed latch:
keyed conversation commits refuse admission once the durable parent is
gone (convergence finalizers and force-abandon are exempt), history
handoff refuses to mint a proof token so /history fails closed with a
503 instead of silently wiping the pane, and the SSE stream carries a
workstream_gone resync reason. Discarded commits leave a forensic log
of commit keys and roles, never content.

Conversation rows gain a commit_key (migration 071): keyed saves are
idempotent under retry, validated against the full commit identity, and
refused when they would cross a workstream deletion. The prune orphan
category now requires a NULL alias plus a two-hour updated grace, with
cutoffs computed at discovery time and carried into both dialects'
rechecks.

The mid-turn interjection queue is owner-partitioned with no per-site
mode flags: pops take the acting principal's and unowned rows, other
participants' rows are structurally retained, and enforcement lives at
queue admission plus the shared before_spawn gates. The retraction
ledger is bounded by open pop windows: pops open a window atomically
with the queue delete, restores close their ids atomically with the
ledger consume, every other exit closes through one helper, and misses
for unheld ids record nothing. The workstream-gone latch refuses
unattended wakes at all three gates (watcher spawn, claim, delivery
pre-pop), and the retry dispatcher regained its pre-envelope
cancel/error convergence net.

Persistence-state reporting derives through the session bound to each
UI instead of a registry lookup by id that failed open to healthy
during tombstone retention. The dashboard roster no longer re-inserts
ghost entries from trailing activity events, the history tool-outcome
scan tolerates interleaved non-turn rows, and the shared
handoff-deadline handle owns its own retirement.

Single-sourced across call sites: keyed-commit row values, attachment
save wrappers, tail-truncation and conflict-resolution bodies for both
storage dialects; worker-slot lifecycle field sets; the direct-commit
admission frame; queued-row layout accessors; the string-aware comment
stripper shared by every JS harness suite.

Refs #981 #964

* fix(session): sweep handoff fixes to their sibling surfaces

The interactive replay loop treated a system row as a tool-batch
boundary, so every tool result after an interleaved row vanished from
that pane while the coordinator rendered the same history correctly.
Only a conversational turn ends the batch window now, matching the
shared outcome index.

Accepted user turns clear the composer's attachment chips on the same
viewer policy that settles optimistic bubbles rather than on having
matched a local bubble, so a workstream created with an upload no
longer keeps a chip for an attachment the create dispatch already
consumed. The coordinator's raced-Stop arm emits the stream-end hook it
inherits alongside the idle state, leaving no unfinalized bubble or
unflushed tool output. Ending a session surfaces a failure toast when
the request never lands or answers with a non-JSON body.

The per-second persistence reconcile now probes each session without
blocking: a workstream whose generation and handoff locks are held is
skipped until the next pass instead of contending the locks every
commit needs. The one-shot repair that gates workstream creation at
capacity keeps a definite probe — it has no next pass, and the sessions
likeliest to be contended are the ones whose unresolved journals
emptied its candidate list.

Single-sourced: the attachment lane builds its conversation row through
the shared commit-identity builder; the ordinary worker exit releases
its slot through the lifecycle owner; both operator surfaces snapshot
their counters through one non-consuming helper; the replay preamble
loses its per-kind wrappers and its config hook; the browser harness
suites share one brace walker; and each in-flight history attempt is
one record carrying both its abort controller and its deadline.

Refs #981 #964
2026-08-11 04:18:36 -07:00
Patrick Buckley 7a06f5e8bc refactor(session): make ModelLane the provider boundary (#979) (#989)
* refactor(session): make ModelLane the provider boundary (#979)

## Summary

This closes the model-lane ownership gap left by #832: `ChatSession` no longer stores raw provider/client handles. `ResolvedModelBinding` now carries the provider, client, model, capabilities, registry generation, and backend-auth configuration as one coherent snapshot.

- Atomically rebind existing sessions after model-registry changes while pinning each in-flight send, fallback, judge, output guard, task agent, title, compaction, perception, and voice operation to its initiating principal and binding.
- Fence UI publication, canonical trajectory folds, durable writes, streams, retries, child scopes, and judge work by generation. Stop can hand off to a successor without accepting late state; cancelled tools retain typed effect receipts, and concurrent approval batches resolve by exact cycle or call.
- Make create, fork, open, close, and delete race-safe with hidden `creating` reservations, incarnation-aware state tails, and an ACL-rechecked transaction that clones checkpoint-bounded history, configuration, project/persona state, and attachment references.
- Extend REST/OpenAPI and Python/TypeScript SDK contracts for create/fork inputs, routed-create metadata, live-workstream probes, targeted approvals, and structured cancellation results.
- Update architecture, storage, authentication, judge, channel, console, API, and SDK documentation, including regenerated architecture diagrams and OpenAPI artifacts.

## Validation

- SQLite suite: 11,188 passed, 9 skipped, 10 deselected
- PostgreSQL suite: 11,195 passed, 2 skipped, 10 deselected
- Live backend: 3 passed
- SSE recovery: 6 passed; browser recovery harness passed all scenarios
- Ruff: clean; 595 files correctly formatted
- mypy: 243 source files clean
- TypeScript: typecheck/build and 35 tests passed
- OpenAPI artifacts fresh; all 14 changed diagrams reproduce byte-for-byte
- `git diff --check` and Git LFS integrity clean

Closes #979.

* fix(deps): update nanoid for GHSA-2v37-7h3g-55p8

Refresh the transitive lock entry admitted by PostCSS so the TypeScript security gate no longer resolves the vulnerable custom-generator implementation.

Validation:
- npm ci
- npm audit --audit-level=moderate: 0 vulnerabilities
- TypeScript typecheck and build
- TypeScript tests: 35 passed

* fix(test): assert canonical model registry URLs

Replace prefix checks with exact canonical base URL assertions so the tests do not model incomplete URL validation.

Validation: tests/test_model_registry.py (185 passed); Ruff check/format; mypy.
2026-08-08 16:13:35 -07:00
Patrick Buckley aa4371ea99 fix(832): retire the dead attempt's armed state in the re-create window
Between a mid-stream death and the next begin_attempt there is no live
attempt, but the consumer kept the dead attempt's armed _CancelRef: a
Stop in that window re-emitted the discarded splitter carry as fresh
content behind a duplicate stream_end, and a walk-preamble failure was
classified as another armed death, replacing the operator-actionable
stream-death error. end_attempt() now pronounces the attempt dead at
partial-capture; the consumer gains a single per-attempt initializer
(_reset_attempt), a lane-free constructor (one resolve_lane walk per
turn), and a saw-chunk classifier fallback so a never-arming adapter's
mid-stream death still classifies mid-stream instead of silently
double-rendering the same lane.

Wire-preparation failures are typed at the seam: model_turn wraps
prepare_wire raises in WirePreparationError, both walk arms forward it
verbatim (no health record, no fallback walk — a session-data fault
would otherwise paint every backend degraded), the fatal formatter gets
a dedicated branch, and the re-issue ladder's last-death mask exempts
it alongside BackendAuthUnavailableError so an auth outage mid-turn is
not misdiagnosed as a network flap.

Riding fixes: the tag-scan gate gets its single spelling
(lane_scans_inline_reasoning) shared by drain and display; the
citations fold's separator+gate become a shared pair in _protocol;
_build_main_lane stops passing config_store (dead derivation — the
session's own knobs replace both values it feeds); the debug wire dump
is ruled per-invocation (the overflow-recovery re-print is the dump
that diagnoses the recovery) and pinned; dead delegates
_ensure_tool_call_ids and _finalize_provider_blocks deleted; the parity
runner adapts to the pre-fold seam signature by inspection and refuses
to record a harness-shape TypeError as a baseline; the streaming
provider fakes move to tests/_session_helpers (their tree-wide home)
and test_cancel's duplicate helper is deleted; committed parity pins
restate their rulings in full; architecture.md's circuit-breaker
section is replaced by the real passive health-tracker story and the
send-flow diagram stops attributing tool-call assembly to the display
consumer; stale pre-fold names and ragged comment paragraphs cleaned.

New pins are mutation-probed: disabling end_attempt, the saw-chunk
fallback, the auth exemption, or the WirePreparationError arm each
fails its pin.
2026-08-06 01:04:32 -07:00
Patrick Buckley e103af94e7 test(832): port the seam-coupled suites to the folded architecture
Seventeen files, ~1,300 tests, re-pointed or redesigned per the triage
ledger's recipes: wholesale turn-scripting moves to ModelTurnResult
fakes; streaming-behavior suites drive the REAL wrapper+consumer+drain
path through armed provider fakes (tests/_parity_832.arm_session — the
eager cancel_ref append every real adapter performs, exception elements
for creation-phase failures, sequential per-turn scripts, and the title
lane quieted: a provider-level fake otherwise loses its one-shot script
to best-effort title generation, which is why the old tests patched at
the session level); kwarg-capture suites assert through model_turn's
create_streaming call with system-prepend-aware index math; delegate
wrappers retired by the fold re-aim at their model_turn module twins.
Old-architecture pins are replaced by their new-world equivalents rather
than deleted: no shared cancel ref exists (pinned), the handle slot and
per-attempt refs carry the cancel surface, the retry gate reads the
serving lane's provider, and a superseded generation's death exits send
silently as cancelled — a named delta: no arbitrary exception class
escapes an orphaned thread anymore.

Full suite: 10651 passed, 10 skipped. The wire-payload goldens pass
untouched — the fold's lowering composition is byte-equivalent on every
provider's request path, as designed.
2026-08-06 01:04:32 -07:00
Patrick Buckley 5fb27e8f81 fix(session): survive mid-stream transport deaths in interactive turns (#937)
A wire death during body streaming (ReadError on a TLS record failure,
peer resets) surfaces after the request has already returned its stream
handle, so neither the SDK's request retries nor the creation-time
retry ladder ever saw it: the interactive turn died with a bare
exception string, the partial output was discarded, and no log trace
was left. Utility lanes already survived this through drain_stream's
normalization; the interactive loop now gets the same treatment.

- transport_guarded() in providers/_protocol.py: drain_stream's
  transport-death conversion made reusable for consumers that keep
  streaming semantics. Pre-finish deaths raise the retryable
  IncompleteStreamError (drain's exact message shape); post-finish
  blips end the stream cleanly, forfeiting only trailing metadata.
- The single-pass chunk consumer renames to _stream_attempt;
  _stream_response is now the resilient wrapper owning ALL stream
  acquisition plus a bounded mid-stream re-issue ladder
  (_MID_STREAM_RETRIES, the shared _stop_retrying predicate with a
  per-loop cap, cancel-aware exponential backoff). Send()'s overflow
  compact-and-retry arm now wraps the whole turn and passes re-prepared
  msgs explicitly.
- A dead attempt is finalized across every UI consumer before the
  retry (stream_end then turn_committed then notice then spinner), so
  retried text never appends onto the dead attempt's in any surface
  (browser transcript, CLI markdown fences, Slack/Discord streamed
  messages, SSE replay ring).
- Before re-creating, the session re-resolves its registry binding: a
  concurrent ModelRegistry.reload() closes cached clients, and the
  retry must not stream into the closed one. A failing re-create logs
  stream.retry.recreate_failed and re-raises the ORIGINAL stream-death
  error rather than masking it.
- _format_backend_error gains a stream-death branch naming the
  provider, endpoint, and model, with a short identity-bearing first
  sentence. _BACKEND_STREAM_EXC_NAMES joins _BACKEND_KNOWN_EXC_NAMES,
  which also removes those names from _is_ctx_overflow's text-detection
  eligibility (deliberate: their texts are fixed transport strings that
  never carry overflow phrases).
- _record_fatal_error now logs session.fatal.recorded (INFO for
  KeyboardInterrupt, ERROR otherwise) so fatal turns leave a journal
  trace.
- _assistant_pending_tokens resets at stream entry so a post-finish
  blip that loses the trailing usage chunk cannot append the previous
  turn's completion count as this turn's estimate.

Offline SDK boundary pins (openai/anthropic mid-body death identity and
no re-request, cross-thread client close surfacing httpx.ReadError)
guard the assumptions the retry gate rests on.
2026-08-04 04:53:17 -07:00
Patrick Buckley d280db514e fix(compaction): review round 9 — drain-exit ownership, missed-edge settle, pre-turn hook guard
Three point-guards from the ceiling round (no primitive took a hit;
correctness yield halved at identical review sensitivity):

- The drain's clean-exit wake moved OUT of the function-level try: it
  runs after the drain has already retired its slot, so a raise out of
  the wake (the dispatcher re-raises Thread.start failures) could reach
  the last-resort handler and clear a slot this thread no longer owned —
  nulling a successor drain's live registration and letting two drains
  service one list. The wake now runs post-try under its own guard
  (mirroring _retry_pending_wake), only on the clean-exit path, and the
  last-resort slot-clear is identity-guarded like every sibling exit
  seam. The except arm needed a function-local threading import: the
  module-top import is TYPE_CHECKING-only, so the guard would have
  NameErrored inside the handler with strict mypy fully green.
- The shared settle helper promotes a non-deferred chip that binds onto
  an already-idle pane: its only sweep fired mid-POST (unbound then) and
  no message_dispatched ever comes for non-deferred sends, so the chip
  stayed a permanently retractable "queued" bubble for a delivered
  message. Keyed on post-bind chip state (also catching a raced folded
  settle bind just reconciled) and skipping dismiss-in-flight chips —
  the sweep's own aria-busy discipline. Pinned behaviorally: the helper
  now executes under node (a 4-row missed-edge matrix), possible since
  the consumer-less window bridge is gone.
- _claim_generation's on_generation_claimed emission is call-guarded:
  it sits on send()'s pre-turn path, before the user turn is appended
  and before the fatal handler's coverage, so a raising override
  degrades to a lost latch-break instead of silently dropping every
  user message on that session.

Cleanups: /command's transport catch and status-less non-2xx bodies are
loud now (threading {ok, status} through the parse — deliberately no
throw-on-!ok pre-gate, since the busy and error arms ride 409/503);
PENDING_SENDS_MAX lives in workstream.py and ChatSession._QUEUE_MAX
aliases it (one backpressure bound, structurally incapable of
diverging); the send handler's not-ok arm uses _queue_full_response();
the dead window.createQueueController bridge is deleted and the file
header's consumer map corrected.
2026-07-17 11:28:44 -07:00
Patrick Buckley 1224b02d03 fix(compaction): review round 8 — seam obligations become primitives
Eight rounds of findings against the defer-and-drain seam shared one
generator: N sites each hand-copying M obligations (spawn discipline,
the order-barrier pair, backpressure, best-effort emission, the client
settle matrix), with every review finding an empty (site x obligation)
cell. This round makes each obligation a single primitive:

- The order barrier is Workstream.send_barrier_active() — one
  definition of the two-term pair (pending entries OR drain alive),
  consulted by the /send route, the coordinator adapter, and the
  queued-nudge wake gate, which previously carried only the list term
  and let a synthetic wake jump an acknowledged send during the
  claimed-entry window. _PendingSend moved to workstream.py beside the
  invariant that justifies the drain-alive term; the pending fields got
  precise types and worker_kind became a Literal, so a typo'd
  "command" comparison is now a type error instead of a silently
  never-firing defer guard.
- _defer_send probes the barrier before constructing anything, bounds
  acceptance at 10 pending (the interjection queue's own backpressure
  contract — unbounded acceptance pinned message + attachment bytes
  per entry for a whole command window and then ran one unattended
  turn each), and spawns the drain with rollback: a Thread.start
  failure pops the just-accepted entry and answers the retryable
  queue_full instead of 500ing after registration (a phantom the
  client could neither see nor retract, dispatched later as duplicate
  turns). start() deliberately stays inside the lock, unlike
  session_worker's outside-lock discipline: this slot is
  is_alive()-gated, false for a constructed-but-unstarted thread, so
  an outside-lock start would open a double-drain window.
- A /command whose worker never spawned answers 503
  {"status": "error"} (spec + docs + a pane error arm) instead of the
  generic 200 ok that told SDK callers their /clear ran.
- The compaction lifecycle emitter is raise-proof at its single
  dispatch tail: a raising duck-typed hook degrades to a lost render,
  never a lost end event — previously a raising on_error or a raising
  failed-end emit left every pane a frozen progress bar, and a raising
  SUCCESS end after the committed swap fabricated a failed end.
- The client settle matrix lives once: composer_queue's
  settleSendResponse owns every /send response arm for both panes
  (the near-verbatim twins were already drifting), parsePriority is
  shared, and the busy stamp is centralized in setBusy(b, source) with
  "server" as the fail-safe default. Deferred sends release the
  composer (no worker exists for them; retracting the chip no longer
  strands the pane in Stop mode), queue_full on an idle-looking pane
  removes the optimistic bubble and restores busy (the refusal can now
  fire with no worker and no drain to ever emit a state event), and
  the pre-bind settle buffer is TTL-based — a burst of deferred
  dispatches parked this tab's own raced settle first, where the old
  size cap evicted exactly it.
- The command backstop / console proxy timeout inequality is enforced
  by a test importing both named constants (both proxy_client
  constructions, startup and the mTLS re-create); the compaction card
  wears blue (magenta is reserved for the MCP surface); the redundant
  TerminalUI.on_compaction override is gone (the inherited protocol
  default is the policy site).
2026-07-17 11:28:44 -07:00
Patrick Buckley fd5d3efb43 fix(compaction): review round 7 — drain crash/order/settle rows, protocol-default fallback, bool event-id guard
Completes the defer-and-drain seam against the matrix rows round 6 never
enumerated (the defer contract itself took no hits):

- Crash row: a claimed entry survives a dispatch crash — the
  per-iteration handler re-inserts it at head (claim-flagged so a
  claim-section failure can't duplicate it), backs off ~1s, retries.
  The last-resort handler spawns no successor (Thread.start fails under
  the exact exhaustion that reaches it): the route's ensure-drain stays
  the single spawn site, so single-flight is structural and a dead
  drain revives on the next defer.
- Order row: the pending list is the order authority. The /send route
  pre-checks pending/drain-alive under the same lock acquisition that
  appends (one _defer_send helper serves the barrier and command-window
  triggers); the coordinator adapter refuses via its return value; the
  queued-nudge wake gate yields to pending sends and is re-armed by the
  drain's clean exit — which covers lists emptied by pure retraction —
  as well as every deferred turn's exit; retry-after-rewind is a
  documented accepted overtake; init/create is fresh-ws-by-construction.
- Client settle row: queued responses carry "deferred": true
  (SendResponse + regenerated openapi-server.json, status enumeration
  completed); bind(el, msgId, {deferred, attachedCount}) replaces the
  _deferredAttachments expando; the idle sweep skips deferred and
  unbound chips; the shared dispatch attempt emits pane-tier
  message_dispatched (folded: true for interjection fold-ins — the chip
  clears only its deferred flag and keeps a live x while DELETE still
  genuinely retracts); settles that beat bind() park in a bounded
  buffer; an idle-thinking pane retro-converts its optimistic bubble
  into a real queued chip instead of presenting a parked message as
  sent. Rejection polling waits on the slot flags — one dispatch
  attempt per slot-state change, not 4 Hz.
- SessionUI.on_compaction's protocol stub became a real default body
  (the classic on_info rendering): explicit subclasses inherit protocol
  members as real methods, which defeated _compaction_event's getattr
  fallback for exactly the pre-1.8 embedders it serves.
- _coerce_event_id() rejects bools (isinstance(True, int) is True) at
  all three duck-typed event-id coercions: the compaction marker stamp,
  on_system_turn's persisted return, and _ui_event_id.
- Quick-command backstop 60s -> 25s, under the console proxy's 30s so
  the degraded "running" answer can traverse a proxied pane (which now
  surfaces it); /resume docs drop the fictional history SSE event
  (clear_ui + REST re-fetch is the contract); /send response docs match
  the wire.
2026-07-17 11:28:44 -07:00
Patrick Buckley e99673eb0c fix(compaction): review round 6 — defer-and-drain send windows, workstream-scoped notify, ERROR badge survives /compact
Replace park-and-abandon /send semantics with defer-and-drain: a send
landing in a command window is answered {status: queued, msg_id}
immediately and dispatched full-fidelity by a per-workstream drain
thread when the window closes. Parking encoded client disconnect as
message retraction — true only for the composer's ✕-abort; every
bounded caller (coordinator client and console proxy at timeout=30,
SDKs, stock proxies) timed out and lost its message for the whole
window, and the compensating client machinery was racy (one-shot
sendAbortMs sample) and over-broad (_sendAbort fired on the
interjection path, dispatching dismissed messages while showing a
connection error). Dismissal is now uniformly bind() → DELETE, with a
fall-through that retracts pending entries; retracting an
attachment-bearing deferred send surfaces the discarded-attachments
consequence. The drain claims entries under ws._lock immediately
before dispatch (DELETE can never remove an in-flight message),
refuses the truncating interjection fallback for oversized or
attachment entries atomically inside the enqueue callback, and never
gives up while the workstream lives; durability is documented as
node-local at-most-once. sendAbortMs, _sendAbort, the 600s bound and
the park loop are deleted; route and drain share one dispatch
implementation (spawn metrics included).

Also: the initial-send completion notify is un-gated from slot
ownership (_fire_notify_targets has exactly one call site — successor
turns never notify, so the round-5 guard prevented a duplicate that
cannot exist while converting force-cancel into permanent notification
loss for scheduled workstreams); /compact on an ERROR workstream
restores the badge instead of stamping idle over it; duck-typed
SessionUIs without on_compaction get the classic on_info lines back
via a shared renderer (superseded OK ends included — a committed swap
must never be silent; pre-1.8 SSE clients are deliberately not
dual-emitted, documented as a 1.8 breaking change); failed-end notice
suppression is computed once by the emitter as a notice bool on the
end event (SDK py+ts), replacing the hand-synced cli/JS policy while
the panes keep their pane-local card-ownership clause.
2026-07-17 11:28:44 -07:00
Patrick Buckley 1dbf7f410c feat(compaction): lifecycle events, web progress card, history re-render
Compaction becomes visible: a first-class 'compaction' SSE lifecycle
(start/progress/end, compaction_id-correlated, superseded-flagged ends)
replaces the loose info lines; both web panes render a progress-bar card
that settles into a persistent result card, re-rendered after reload via
the /history projection of the compaction marker row. Slash commands echo
as command chips instead of fake user turns.

The enabling rework: /command dispatches onto the workstream worker slot
(the old inline path blocked the node's event loop for whole compactions
and let /clear interleave with live turns). Busy refusals answer 409;
quick commands are awaited loop-natively with a 60s backstop; /compact is
fire-and-forget. Sends during a command window park in the /send route
and dispatch full-fidelity afterwards — the interjection queue (length
cap, cross-user guard, identity-swap hazards) is unreachable there — with
a compaction-aware client abort bound shared by both panes. compact_now()
carries send()'s full generation discipline; Stop aborts the in-flight
summary HTTP stream via a generation-scoped cancel ref; force-abandoned
compactions retire at their next checkpoint and their stragglers are
fenced off every surface (panes, pill latch, CLI). Every session retry
backoff is cancel-aware via one shared helper. Docs, OpenAPI spec, and
both SDKs updated.

Verified: 9457-test non-live suite, JS pin suites, headless-Chrome
reducer harness; five unprimed multi-agent review rounds (correctness
trend 15/6/6/4/4) with plan-level design passes on every fix round.
2026-07-17 11:28:44 -07:00
Patrick Buckley 7e07f2ea93 feat(core): phase 2 — every single-shot lane speaks Turn IR (#827)
create_completion now has exactly one caller: model_turn. The π-side
lanes migrate off hand-built OpenAI dicts:

- _utility_completion (title gen, compaction, web-fetch extraction)
  takes list[Turn] and runs the session's primary lane through
  model_turn; its three call sites build Turn.system/Turn.user.
- perception.describe builds a by-reference trajectory (AttachmentRef +
  the prebuilt parts via resolve_attachments, reintroduced on
  model_turn with its first caller and pinned by tests) — Turn IR never
  carries inline media bytes, matching the main loop's wire path. Its
  temperature=0.2 pin is gone (house rule).
- eval HeadlessSession's loop lowers system prompts through the
  turns_from_dicts bridge and appends result.turn; the parallel-call
  cap now also drops the native lane on a capped turn (a capped mirror
  with a full native lane would replay orphan tool blocks).
- optimizer: all five sites (diversifier, observer, analyst loop,
  tool optimizer, prompt optimizer) build Turn IR through per-function
  lanes; every temperature pin (0.8/0.3/0.3/0.3/0.6) removed per house
  rule — sampling behavior belongs in the model's configuration.

Test mocks move to the shared full-shape helper where the model_turn
re-ingest now runs; perception/attachment tests assert the
by-reference placeholder + resolver contract instead of inline parts.
2026-07-13 08:48:27 -07:00
Patrick Buckley 54ebb24374 feat(personas): core stamping, four-lever application, create/spawn/SDK threading; remove /creative; add --persona
The persona resolved at creation is snapshotted into workstream_config
(five keys, all-or-none) and applied ONLY from the stamp — the personas
table is never read post-create, so edits/archives never touch existing
workstreams, and a corrupt stamp fails construction loudly instead of
silently reverting to a default envelope.  Legacy pre-063 workstreams
carry no keys and keep today's behavior byte-for-byte.

The four levers (turnstone/core/personas.py holds the codec):

1. Base override — compose_system_message(base_override=...) replaces
   exactly the BASE module; ENV/CONTEXT/TOOLS/POLICIES keep composing so
   mandatory prompt policies ride on top of every persona.  This also
   closes the old /creative hole where the fork bypassed composition
   (no CONTEXT, no DB policies).
2. Tool visibility — the allowlist intersects both the composition name
   set (TOOLS block self-suppresses, tool-gated policies drop, the
   memory advisory drops) and the END of _get_active_tools so the wire
   never advertises hidden tools.  tool_search in the set = soft
   (discovered tools union with the allowlist via the session's
   expanded-names set); absent = hard (the whole pathway is disabled,
   covering provider-native defer_loading, which has no synthetic name
   to filter).  Persona sets force client-side tool search.
3. MCP gate (session-wide) — an MCP-off persona drops the client
   reference at construction: no merge into _tools OR _task_tools, no
   listeners, refresh callbacks inert, resource/prompt catalogs gone.
4. Memory (own hands only) — no recall injection, memory-directed
   nudges suppressed (MEMORY_NUDGE_TYPES; behavioural nudges keep
   firing), memory tool hidden.  _task_tools is NOT filtered; compaction
   spill/markers are never persona-gated, and the post-compaction recall
   pointer is emitted only when the recall tool is actually visible.

Threading: the create handler resolves once (explicit name -> 400 on
unknown/disabled/kind-mismatch; empty -> the kind's default; pre-seed DB
-> unstamped legacy) and stamps via constructor kwargs + config keys +
the workstreams.persona column; SessionManager.open threads the stamp
pre-construction exactly like the saved model alias.  Non-fork resume
adopts the target's stamp so _save_config can't clobber it.  spawn /
spawn_batch gain a persona arg with prep-time validation (children are
interactive-kind; omitted = kind default, never the parent's).  Python +
TS SDKs, OpenAPI specs, the picker feed GET /v1/api/personas (authed, no
perm), and console admin CRUD /api/admin/personas (persona.* perms,
archive-only — no DELETE) round out the surface.

BREAKING: /creative is removed (the REPL command now points at the
writer persona); turnstone --persona <name> is the replacement.  Also
fixes the CLI session factory, which TypeErrored on the project_id
kwarg the shared InteractiveAdapter passes unconditionally.
2026-07-03 00:29:26 -07:00
Patrick Buckley 2dd0688d45 fix(compaction): carry the plan and the ask across compaction verbatim
The definition review found the two control-relevant crossings paraphrased:
the model's wind-down spill (recorded on the cooperative advisory, then
handed to the summarizer with everything else) and the user's last message
(clipped to 400 chars in the continuation hint). Both now cross copied.

- carry_spill: when the model stopped because it was advised to wrap up,
  its final turn's text is shell-concatenated onto the summary under
  '## Wind-down (verbatim)', ahead of '## Continue'. The summarizer still
  reads the spill; its paraphrase is no longer the only survivor.
- _carry_budget_chars(carries): ~25% of the window per carry, sized so ALL
  concurrent carries fit the spare after the summary output reserve —
  spill + hint fire together at the end-of-turn site, and independent
  sizing stacked reserve + 2*(cw/4) + margin past the window at default
  config. Floored at 2000 chars; oversize content keeps head + tail.
- _truncate_block's marker reports the original size ('truncated — N chars
  total'), and a truncated carry adds one line telling the model the full
  text remains in history and recall can retrieve it.
- Summary turns carry source="compaction" (in-memory swap and checkpoint
  reconstruction); _find_turn_boundaries and _generate_title test the tag
  instead of the label string, so a user who literally types
  '[Conversation summary]' stays a real turn.
- The send-loop overflow backstop now passes my_generation, closing the
  compact-and-swap race every other compaction site already guards.

Tests: tests/test_compaction_crossing.py (tags on both paths, literal-label
boundary, budget arithmetic incl. the double-carry invariant at shipped
defaults, verbatim/truncated carries, spill semantics, forwarding); existing
suites updated for the tagged label turns and the new kwargs.
2026-07-01 21:06:31 -07:00
Patrick Buckley ee3a0297ea fix(compaction): don't classify a recognized rate-limit as context overflow
_stop_retrying calls _is_ctx_overflow with no exception-class gate of its own,
so a retryable 429 whose token-quota text contains an overflow phrase (e.g.
"... maximum number of tokens allowed per minute ...") was treated as a
deterministic overflow and made non-retryable.

Gate _is_ctx_overflow on "not a known backend class": an overflow is never a
recognized error (it arrives as BadRequestError/InternalServerError, neither in
_BACKEND_KNOWN_EXC_NAMES), so excluding known classes can't suppress a real
overflow while keeping a 429 retryable across every caller (the retry gates,
send-loop recovery, chunker, task_agent loop, formatter). _format_backend_error
drops its now-redundant inline class check.

Addresses Copilot review feedback on #740.
2026-06-30 03:47:12 -07:00
Patrick Buckley c6e5794125 fix(compaction): recover from context overflow on resume across providers
A session created under the openai-compatible provider and resumed under the
anthropic-compatible provider (same vLLM model) failed with an opaque
InternalError instead of recovering. Root cause: vLLM returns a context-window
overflow as HTTP 400 BadRequestError on /v1/chat/completions but HTTP 500
InternalServerError on /v1/messages, and the rehydrated resume payload overflowed
the window. The 500 was retried four times then surfaced as a bare class name.

- Detect overflow by message text, not exception class (_is_ctx_overflow),
  shared across the fatal-error formatter, both stream-retry gates, the send-loop
  recovery, the chunker, and the task_agent loop. Overflow is non-retryable
  (deterministic; no backoff). Phrasing is overflow-specific so a token-quota
  rate-limit isn't misclassified.
- Proactive pre-send compaction (Layer A): when already over the hard ceiling,
  compact once before the first stream so a resume that arrives over-window (or
  follows a switch to a smaller-context model, with no prior compaction) doesn't
  go out blind. Generation-guarded end to end so an orphaned or superseded send
  can never swap the live generation's history.
- Binary-subdivision chunker: an over-window summary batch is split in half and
  the partials merged (~log2(N) calls, not one per block); a lone over-window
  block is truncated progressively down to a floor before bailing irreducible.
- Cooperative cancellation honored through compaction; send() consumes its own
  generation's cancel signal on exit, so a stale cancel can't block a later
  idle /compact and a live cancel is never disarmed.
- _format_backend_error surfaces "Context window exceeded ..." instead of an
  opaque InternalServerError, and only for unrecognized classes.
- retry/rewind, the continuation hint, and title generation all exclude the
  synthetic [Conversation summary] turn so they can't target the label.
- task_agent salvages a sub-agent's partial work on any terminal error (not only
  overflow), re-raising only when there is nothing to salvage.
2026-06-30 03:47:12 -07:00
Patrick Buckley 7263b31536 fix(compaction): cap summary input budget to true capacity (review)
Address PR #730 review. _summary_input_budget_chars now caps the _MIN_SUMMARY_BUDGET_CHARS floor at the true input capacity (input_tokens), so output reserve + budgeted input + prompt always fit context_window; on a window too small to summarize it returns a sub-floor budget and _pack_blocks bails as irreducible instead of overflowing the summary call. After the half-window output-reserve bound this only affected sub-~2048-token windows, but it was a real edge.

Clarify the _CompactionIrreducibleError docstring: chunked compaction never drops or fabricates whole turns, but a single oversized block is still head/tail-truncated as summary input via _truncate_block.

Add test_budget_never_exceeds_true_input_capacity.
2026-06-27 17:06:18 -07:00
Patrick Buckley 6b6c220986 fix(compaction): chunk the summary call so it can't overflow
The compaction summary ran as a single model call sized by the per-message
token estimate, which disagreed with the head+tail-capped formatted text, so a
long history could overflow the summary call itself; the old prefix-fit also
silently dropped the most-recent messages.

Summarize the whole selection via _summarize_blocks: greedily pack the
formatted blocks into batches that each fit the summary call's own input budget
(_summary_input_budget_chars), summarize each, and recursively merge the
partials until they collapse to one. The common case (it all fits) stays a
single call. Bail to the existing False path when the input is irreducible
rather than fabricate a summary; a mid-chunk failure leaves messages untouched
(atomic swap only on full success).

Bound the summary output reserve to half the context window
(_summary_output_tokens), used by BOTH the input-budget sizing and the actual
call. compact_max_tokens defaults to the full window (32768); clamped only by
max_output_tokens it reserved the entire context for output, flooring the input
budget so compaction overflowed (or bailed as irreducible) at the
default/small-window config that needs it most. Large windows are unaffected
(compact_max_tokens stays binding).

Guard an empty summary (keep history instead of swapping in nothing and
reporting success). Fold tool-def tokens into the _last_usage-less estimate AND
the post-compaction usage anchor, so the compact-before-truncate budget doesn't
over-state free space by the tool-def count. Single-source the shared
compactor/merge prompt section (_COMPACT_OUTPUT_FORMAT) and the tool-def sizing
(_tool_def_chars/_tool_def_tokens). A just-resumed session (no _last_usage) now
counts tool-def tokens so it doesn't undercount and skip proactive compaction
until its first reply re-anchors the estimate.

Prepush review follow-ups: generation-guard the end-of-turn auto-compaction and
its resume turn so a force-cancel during the slow summary call can't compact or
persist under a new generation (matching the mid-turn and end-of-loop guards);
single-source the soft-threshold predicate (_over_soft) shared by the mid-turn
policy, _compaction_owed, and the end-of-turn check; add tests for the
pre-attempted-compaction guard and the recursion depth ceiling.
2026-06-27 17:06:18 -07:00
Patrick Buckley 65d1552ffa fix(session): provider-anchored context budget + cooperative compaction
Unify truncation and compaction on one provider-anchored fullness measure
(_estimated_prompt_tokens), closing the 80-100% dead zone where tool output
was truncated but compaction never fired. Make compaction cooperative: advise
the model to wrap up and record its plan, compact if it continues, auto-resume
after a cooperative stop, and compact-before-truncate (preserving the in-flight
tool-call turn). Floor auto_compact_pct at 0.1 (invalid 0 -> default 0.8).
2026-06-27 17:06:18 -07:00