15 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 bcb8c5ab88 fix(skills): harden task_agent / persona / skill activation from whole-PR review
Two independent multi-agent reviews of the branch (high, then max effort) found
authority-confinement and robustness defects the per-step reviews could not
see. This commit addresses every confirmed finding. task_agent turned out to be
the surface that lagged its siblings on nearly every axis.

Risk gate (most severe):
- task_agent(skill=...) never enforced the high/critical-risk PRINCIPAL-load-
  only gate that skills(load) / spawn_workstream / spawn_batch enforce, so a
  model could route around it by delegating activation to a sub-agent. Enforce
  it inline in _prepare_task on the row already fetched (no re-query, no drift
  between get_skill_by_name and get_prompt_template_by_name).
- _high_risk_skill_denied now fails CLOSED on a storage fault: deny, never wave
  the skill through. Denying (not returning "") also keeps spawn_batch's per-row
  partial-success intact under a transient blip.
- (first round) extracted _high_risk_skill_denied onto spawn_workstream /
  spawn_batch, closing the coordinator-side bypass.

Persona confinement (Principle 7 attenuation on the task_agent edge):
- A restrictive persona now attenuates the sub-agent's TOOLS, not just its
  identity text — the tool lever is frozen into the item and filtered before
  _run_agent.
- Honor ALL FOUR persona levers on the sub-agent, not two: a child persona's
  mcp-off and memory-off levers now drop MCP tools (mcp__* + read_resource /
  use_prompt) and the memory tool, matching a main session under the persona.
- Cap the sub-agent by the PARENT session's own persona grant too, so a
  restricted principal cannot escalate authority by spawning.
- Add persona to the task_agent judge/audit func_args projection (policy +
  audit parity with spawn).
- Persona-resolution failures defer to a clean tool error (try/except mirroring
  _validate_child_persona) instead of an opaque "internal error".

Substitution / capability:
- substitute_args=False for capability contexts (defaults, task_agent) so a
  literal $ARGUMENTS / $N in a body is preserved, not blanked; env vars still
  resolve. The literal-$ARGUMENTS scan is deferred behind that guard (skipped on
  every capability render).
- Drop the CLAUDE_SKILL_DIR alias (canonical TURNSTONE_SKILL_DIR only). That
  name also lives in bash, where turnstone-as-a-node-inside-Claude-Code must not
  shadow the host's value; claiming it in the prompt but deferring in bash
  diverged the two surfaces (a review finding). turnstone now claims it in
  neither surface. The CLAUDE_SESSION_ID / CLAUDE_EFFORT prompt aliases stay
  (pure prompt values, no bash-namespace collision).

Skills-as-context:
- DEFAULT (always-on) skills stay in the identity system message — the standing
  baseline, never a mid-session cache-bust; only a NAMED applied skill moves to
  the user-role capability message. This shrinks the pending model-adherence
  eval surface to the named-skill move alone.

Cleanups: consolidate a duplicated rationale comment; correct the now-stale
"task agents are not persona-filtered" note.

PRE-MERGE GATE unchanged: the §7 Q1 model-adherence eval (named-skill move,
this branch vs main) is not runnable in-tree and must clear before merge.
2026-07-03 19:16:36 -07:00
Patrick Buckley b0ed67aa60 refactor(skills): move applied-skill body out of the identity system message
Step 3 of the skill/persona split: an applied skill (including default skills)
is CAPABILITY context, so its body no longer sits in the identity system
message. It rides its own message (user role) after the identity block, with a
short intro naming the active skill. The <available-skills> discovery catalog
stays in the system message.

Two consequences:
- The cached identity prefix (persona BASE + ENV + POLICIES + catalogs) stays
  stable across skills(load): loading/clearing a skill changes only the
  trailing capability message, not the identity block.
- The task_agent base (_agent_system_messages) is snapshotted BEFORE the skill
  block, so a parent's applied skill no longer leaks into the sub-agent prefix
  (the sub-agent supplies its own persona identity and skill via _exec_task).

PRE-MERGE GATE: the design gates this on a model-adherence eval (this branch vs
main) verifying the model follows a skill as well from a context message as it
did from the system message (design section 7 Q1; ASSUMED-neutral, UNVERIFIED).
That eval is not runnable in-tree and MUST clear before this branch merges.
Mechanical structure is pinned by TestSkillContextPlacement.

Deferred follow-up: sub-agent (task_agent) skill-resource materialization, so
${TURNSTONE_SKILL_DIR} stays literal on that path (unchanged since step 1).

Test helpers (_sys_content) now read the full prompt prefix (identity + skill
context) so placement-agnostic assertions keep working.
2026-07-03 19:16:36 -07:00
Patrick Buckley 110d44b07e refactor(tools): remove man, math, and plan_agent built-in tools
`man` and `math` duplicated capabilities already reachable through
`bash`; `plan_agent` is better expressed as a `task_agent` running a
planning skill, and carried a large amount of special-case machinery
(plan-review gate, refinement loop, per-kind model routing). Removing
all three shrinks the tool surface and cuts per-call token cost.

Also removed, as dead-once-the-tools-are-gone:
- the `math` sandbox executor (`turnstone.core.sandbox`) and its
  `[sandbox]` extra; the eval analyst now runs bash-only
- the read-only `AGENT_TOOLS` sub-agent tool set and the `agent`
  tool-metadata key (`task_agent`/`TASK_AGENT_TOOLS` retained)
- the plan-review protocol end to end: the `on_plan_review` UI hook,
  `resolve_plan`, `POST /v1/api/plan` + `POST /v1/api/route/plan`,
  the `plan_review`/`plan_resolved` SSE events, and their Python SDK /
  TypeScript SDK / OpenAPI / frontend / Discord+Slack bindings
- the `model.plan_alias` / `model.plan_effort` settings and the
  registry `plan_model` / `plan_effort` routing fields

TOOLS 31->28, TASK_AGENT_TOOLS 13->11; COORDINATOR_TOOLS unchanged.

BREAKING CHANGE: removes the `man`, `math`, `plan_agent` tools, the
plan-review SSE/HTTP/SDK surface, and the plan_* model-routing settings
from the experimental 1.6 line.
2026-05-31 19:54:43 -07:00
Patrick Buckley 3233719856 feat(judge): output_guard LLM stage with capability gate (#560 mitigation #1)
Adds a second, LLM-driven stage to the output guard so domain-camouflaged
prompt-injection payloads that the regex stage misses (arXiv:2605.22001 —
Llama 3.1 8B evades the existing regex set on ~90% of camouflaged
prompts) get caught before the tool output lands in the assistant's
context.

## Surface

* New `OutputGuardJudge` in `turnstone/core/output_guard_judge.py` —
  synchronous, single-shot LLM call.  Inlines the alias-resolution +
  client-config + JSON-parsing helpers (copied verbatim from
  `IntentJudge` at `judge.py:917-969` / `1604-1659`) rather than going
  through a shared module — when `IntentJudge` lifts its own helpers,
  both copies move together.

* JSON-in-content verdict with a 3-strategy parser (direct / markdown
  fence / balanced braces).  `IntentJudge` ships a 4th regex-field
  fallback; OutputGuardJudge deliberately doesn't, because strategy-4
  hits on broken LLM output can extract a "verdict" from the model's
  reasoning quote that lands in storage looking identical to a clean
  strategy-1 result.  Failure of all three returns
  `error="unparseable_verdict"` and the heuristic stage stands.

* `OutputJudgeVerdict` is a frozen dataclass with:
  `risk_level` (none/low/medium/high — normalises `critical`→`high`
  and `info[rmational]`→`low` for IntentJudge-echo safety),
  `flags: tuple[str, ...]`, `reasoning`, `confidence: float`
  (0.0-1.0, parsed + clamped from the LLM's self-report;
  pass-through to audit, no threshold gating), `judge_model`,
  `latency_ms`, `error`.

* Real wall-clock timeout via `ThreadPoolExecutor.shutdown(wait=False,
  cancel_futures=True)` on the timeout/cancel path — `with ... as ex:`
  would block return until the worker drained.  1s `cancel_event`
  poll mirrors `IntentJudge._run_judge` at `judge.py:1117-1118`.

* HTTP client lazy-init + reuse for the judge instance's lifetime.
  Session-side model swap drops the entire judge, dropping the client
  with it.

* Untrusted tool output wrapped in per-call random-nonced
  `<tool_output_NONCE>...</tool_output_NONCE>` fence.  Closing-tag
  substrings in the raw text are case-insensitively backslash-escaped
  first (`</tool_output` → `<\/tool_output`) so an attacker can't
  break out even if they guess the nonce.  System prompt classifies
  the fenced region as UNTRUSTED DATA so directives inside are
  evaluated as content, not obeyed.

* Judge user prompt carries the heuristic verdict (risk + flags +
  annotations), the tool description (looked up from the session's
  tools registry), and the tool args (truncated to 500 chars, also
  classified UNTRUSTED in the system prompt since they may be
  caller-supplied).  Lets the judge defer to the regex on credential
  leaks and focus on injection signals the regex set misses; also
  enables output-vs-request plausibility reasoning.

## Session integration

* `_evaluate_output(call_id, output, func_name, *, tool_args="")` —
  heuristic always runs; LLM stage runs when `judge.output_guard_llm`
  is enabled.  When the LLM produces a usable verdict and the
  heuristic didn't detect credentials, the LLM verdict is acted on;
  otherwise the heuristic stands.

* Credential redaction is a regex-only signal.  When `heuristic.
  sanitized` is non-None, the heuristic owns the acted assessment
  regardless of what the LLM said — an LLM asked about prompt-
  injection can correctly label a credential-bearing output as
  "none" risk for injection, but the secret still needs redaction.

* `_batch_evaluate_outputs` runs the per-tool guard concurrently
  (4-worker pool) when LLM is enabled and there are ≥2 string
  outputs — collapses N×LLM-latency to ⌈N/4⌉×latency on the common
  5-20 tool-calls-per-turn turn.

* Per-session `TokenBucket(rate=1.0, burst=60)` caps adversarial
  LLM-fan-out cost at 60 calls/min/session.

* Pre-truncation: the per-tool loop truncates output before the
  judge sees it, so the judge evaluates exactly what enters the
  assistant's context (no wasted tokens on text that won't land).

* Both heuristic and LLM tier rows persisted to `output_assessments`
  when the LLM ran (audit completeness); heuristic-only rows skip
  when matched-clean to keep the table focused.

## Storage

Migration 057 extends `output_assessments` with five LLM-tier
columns: `tier` (`heuristic` / `llm`, backfilled to `heuristic`),
`reasoning`, `judge_model`, `latency_ms`, `confidence`.  Tie-break
on `(created DESC, tier='llm' first)` so downstream consumers see
the acted verdict first when the two rows tie at second resolution.

`StorageBackend.record_output_assessment` + sqlite/pg implementations
+ `SessionUIBase.record_output_assessment` + `SessionUI` protocol +
the test stub overrides (cli, eval, 9 test files) all take the new
LLM-tier kwargs.

## Config surface

Three new judge.* settings in `settings_registry`:

* `judge.output_guard_llm` (bool, default False) — capability gate.
  Default off; operators opt in once a small/fast model is pointed
  at `output_guard_model`.

* `judge.output_guard_model` (str, default "") — alias for the LLM
  stage.  Empty inherits the session model (same fallback shape as
  `judge.model`).

* `judge.output_guard_llm_timeout` (float, default 30.0, min 1.0) —
  wall-clock budget per call.

Both `server.py` and `console/session_factory.py` wire these into
the `JudgeConfig` they hand to `ChatSession`.

## Notes

* No backwards-compatibility shims — the LLM stage is purely additive.

* No reasoning/threshold gating on confidence; it rides as an
  audit-only signal per maintainer direction.  Surface it in the
  `on_output_warning` dict so live UI / cluster broadcast can sort
  flagged outputs by judge certainty.

* Tests: 392 lines of judge-only coverage (`test_output_guard_judge.
  py`) + 629 lines of session-integration coverage in `test_session.
  py`, plus the storage and stub-shape updates.
2026-05-24 17:49:27 -07:00
Patrick Buckley 29b850919f feat(sse): refresh-resume for mid-stream page reloads
Refreshing a coordinator or interactive workstream pane while the LLM
is mid-stream now restores the partial assistant text + reasoning
immediately and flips the composer back to stop-mode, instead of
showing nothing until the response completes.

Per-turn inflight buffers (`_ws_inflight_content`, `_ws_inflight_reasoning`,
`_ws_inflight_seq`) on `SessionUIBase` are kept separate from the
existing multi-turn `_ws_turn_content` buffer that drives the
dashboard's IDLE-piggyback payload. New `on_turn_start` (top of
send-loop, defensive) and `on_turn_committed` (right after
`messages.append(assistant_msg)`, primary) lifecycle hooks reset
inflight at turn boundaries. The seq counter is monotonic across
turns so a long-lived subscriber's `snap_seq` cutoff stays valid for
the lifetime of the connection — resetting per-turn would silently
drop turn N+1's first M tokens (M = whatever was streamed pre-snapshot
in turn N).

`snapshot_and_consume_state_payload` also drains inflight at idle/error
so cancel and exception paths don't leak stale text. New
`register_listener_with_in_progress_snapshot` atomically registers a
listener and snapshots the inflight buffers; `make_events_handler`
emits a `state_change` event (so the JS busy machine flips to
stop-mode) followed by a one-shot `in_progress_snapshot` after the
kind-specific replay, then strips the internal `_seq` field from
yielded live events while filtering against `snap_seq`. A per-listener
shallow `dict` copy in the live drain prevents the multi-tab race
where one listener's `del event["_seq"]` would corrupt another
listener's filter view.

`_synthesize_cancelled_results` now emits synthetic `on_tool_result`
events for each cancelled tool so live coord tabs can drop the
newly-additive `coord-tool-batch--running` indicator cleanly. The
indicator now coexists with `--auto`/`--approved` (applied on
`tool_info` and `approval_resolved` approved; removed when every row
in the batch has a result), making live tool execution visually
parallel to the replay-time orphan rendering.

Frontend handlers in `app.js` (interactive) and `coordinator.js` (coord)
absorb EventSource auto-reconnect re-replays via a length-based
prefix check on the in-progress buffer. New `InProgressSnapshotEvent`
+ `StateChangeEvent` dataclasses in the Python and TypeScript SDKs
with type guards.

`_MAX_TURN_CONTENT_CHARS` lifted 256 KiB → 512 KiB (single constant
for both buffers — headroom for current commercial models).

Regression tests cover race-free composition under concurrent writers,
seq-filter dedup invariants, the cross-turn seq monotonic invariant,
idle/error inflight drain, synthesized `on_tool_result` on cancel
(including UI-hook failure isolation), and the multi-listener
shared-dict invariant.
2026-05-08 18:23:38 -07:00
Patrick Buckley 48c9ad2a40 refactor(core): split SessionKindAdapter Protocol into construction +… (#412)
* refactor(core): split SessionKindAdapter Protocol into construction + emission (Stage 2 P3)

The single ``SessionKindAdapter`` Protocol that ``SessionManager``
takes is split into two:

* ``SessionKindAdapter`` — kind / build_ui / build_session /
  cleanup_ui. Required for every kind. The shared lifecycle
  manager always delegates here for construction + cleanup.
* ``SessionEventEmitter`` — emit_created / emit_state /
  emit_rehydrated / emit_closed. **Optional**, wired through a new
  ``event_emitter: SessionEventEmitter | None = None`` kwarg on
  ``SessionManager``. Reserved for future kinds whose lifecycle
  transitions don't fan out anywhere; both production kinds wire
  one today.

Both production adapters implement both Protocols. The interactive
lifespan (``server.py``) and console lifespan
(``console/server.py``) pass their adapter as both ``adapter`` and
``event_emitter`` — production behaviour is unchanged. Six lifecycle
sites in ``SessionManager`` (create / open eviction / open rehydrate /
close / set_state / close_idle / _reserve_and_install_locked unwind)
now call ``self._event_emitter.emit_*(...)`` guarded by
``if self._event_emitter is not None``.

InteractiveAdapter asymmetry preserved + documented:

* ``emit_closed`` stays load-bearing — it's the **sole** transport
  path for ``ws_closed`` onto the process-wide global SSE queue
  (Stage 1 consolidated emission from the create handler here so
  there's exactly one emission point; ``name`` powers the
  frontend's eviction toast).
* ``emit_created`` / ``emit_state`` / ``emit_rehydrated`` are
  documented no-op stubs (``del ws[, state]``). Those events fire
  from out-of-band paths — the create HTTP handler enqueues
  ``ws_created`` directly onto ``global_queue`` *after* attachment
  validation (so a rejected upload doesn't surface a phantom
  create→close pair); ``WebUI._broadcast_state`` emits the full
  ``ws_state`` payload (tokens + context_ratio + activity) via the
  ``SessionUI.on_state_change`` callback chain. The stubs exist
  solely to satisfy ``SessionEventEmitter`` Protocol so the
  adapter can be wired as the manager's ``event_emitter`` for the
  ``emit_closed`` path. Each stub has a 1-line inline rationale to
  match the in-repo convention (``coordinator_adapter.py:210``).

Test scaffolding:

* ``tests/test_session_manager.py`` — ``_make_manager`` and
  ``_make_with_writer`` wire ``FakeAdapter`` as both ``adapter``
  and ``event_emitter`` for production parity; the standalone
  ``test_create_uses_configured_node_id`` does the same.
  ``FakeAdapter.emit_rehydrated`` now records as
  ``_Event("rehydrated", ...)`` rather than conflating with
  ``"created"``, and ``test_open_resurrects_closed_state`` asserts
  against ``events_of("rehydrated")`` so a regression where the
  manager fires the wrong call on the open path actually fails.
* ``tests/_coord_test_helpers.py`` and
  ``tests/test_coordinator_end_to_end.py`` — wire
  ``CoordinatorAdapter`` as both args.
* Six interactive test fixtures (``test_skills.py``,
  ``test_prompt_templates_runtime.py`` x2, ``test_model_registry.py``,
  ``test_server_authz.py``, ``test_server_attachments_on_create.py``)
  — wire ``event_emitter=adapter`` so they match the production
  wiring, removing the footgun where a future contributor adds a
  ``gq.get_nowait()`` assertion and silently loses the only
  ``ws_closed`` transport.
* ``tests/test_interactive_adapter.py`` — drops the three
  tautological no-op-emit_* tests (``test_emit_created_is_noop``,
  ``test_emit_state_is_noop``, ``test_emit_rehydrated_is_noop``);
  keeps the four ``emit_closed`` tests (real behaviour).

Lint + mypy clean. 4475 tests passing.

* docs(core): correct SessionKindAdapter + SessionEventEmitter docstrings to match implementation

Two Copilot review threads on PR #412 caught the same real
discrepancy: my P3 docstrings on ``SessionKindAdapter`` and
``SessionEventEmitter`` described an *intent* — "interactive
doesn't implement ``SessionEventEmitter``; the manager skips emit
calls when no emitter is wired" — that doesn't match the actual
wiring. ``InteractiveAdapter`` does implement both Protocols and
``server.py`` does pass it as ``event_emitter``; only the three
no-op stubs (``emit_created`` / ``emit_state`` / ``emit_rehydrated``)
are dead, while ``emit_closed`` is load-bearing.

Updated both docstrings to:

* State that both production adapters implement both Protocols.
* Explain the asymmetry is in *which* emit methods carry real
  bodies (coord: 4; interactive: 1, with 3 documented stubs because
  the out-of-band paths — create handler ``ws_created`` after
  attachment validation, ``WebUI._broadcast_state`` carrying the
  richer ``ws_state`` payload — fire those events).
* Clarify the ``if self._event_emitter is not None`` guard exists
  for the kwarg-omitted case (tests that don't care about events,
  reserved for future kinds whose transitions don't fan out
  anywhere).

Docstring-only change. Lint + mypy clean; the 75 tests in
test_session_manager + test_interactive_adapter + test_coordinator_adapter
pass.

Resolves the two Copilot review threads on PR #412 (commits
PRRC_kwDORcMomM67VyPD, PRRC_kwDORcMomM67VyPI).
2026-04-25 22:52:39 -07:00
Patrick Buckley c837e3fa6d feat(core): Stage 1 SessionManager unification (#408)
* feat(core): scaffold SessionManager + SessionKindAdapter Protocol

Stage 1 step 1 — pure addition, no production wiring. Defines the
shape later steps will port the shared mechanics onto: slot
accounting, per-ws-id refcounted rehydrate locks, kind-agnostic
lifecycle; kind-specific event transport + session construction on
the adapter.

Pruned from the earlier Protocol draft (see design brief): per-kind
permission_scope (static handler map is simpler), allows_child_spawn /
quota_policy (deleted in #403), on_child_spawned (coordinator tool
owns children registry), allows_active_focus / active_id / switch
(frontend owns the active-tab state).

* feat(core): port shared session-lifecycle mechanics onto SessionManager

Stage 1 step 2. Adds create / open / close / set_state / close_idle /
get / list_all / count on top of the Step 1 scaffolding. Pure
addition — still no production wiring; the new class doesn't replace
any call sites yet.

Concurrency shape is ported from CoordinatorManager (the more-
complete side): single-phase slot reservation under the manager
lock, per-ws refcounted open-lock to serialize concurrent lazy
rehydrate, placeholder workstreams count toward max_active but can't
evict each other. WSM's two-phase eviction outside the lock is not
carried over; it had a window where a burst of creates could silently
exceed max_active.

Deletions (vs. the union of the two old managers):
- "refuse to close last workstream" guard — handled by the
  dashboard; only existed to protect the now-deleted default startup
  workstream.
- active_id / switch / get_active — frontend owns focus; server-side
  duplicate state is gone.
- _active_coords presence cache — defer measurement to Step 4; if it
  pays for itself at realistic cluster sizes, the CoordinatorAdapter
  can maintain it by observing emit_* calls.
- Children registry + reverse index — coordinator tool owns this,
  manager stays kind-agnostic.

Skill resolution (name → template_id + applied_version) is now
shared via SessionManager._resolve_skill, so WSM's pre-resolve-at-
callsite pattern and CM's internal-lookup pattern converge. Callers
pass the skill name; the manager does the lookup once.

26 smoke tests cover create eviction + overflow, concurrent-create
cap, persist/session rollback, open for missing/deleted/wrong-
kind/wrong-user rows, concurrent-open serialization, close unblocks
UI + emits closed, set_state + storage + adapter observer,
close_idle, list_all ordering, count, eviction fires adapter
transport, node_id passthrough.

* feat(core): add InteractiveAdapter for SessionManager

Stage 1 step 3. Adapter that bridges SessionManager to the node's
interactive transport:

- emit_created/state/closed → pushes onto the process-wide SSE
  global_queue (same shape current server.py handlers produce inline)
- cleanup_ui → ports WorkstreamManager._cleanup_ui body: unblock
  _approval_event / _plan_event / _fg_event, broadcast ws_closed to
  per-UI listener queues (with full-queue fallback), cancel + close
  the session
- build_ui/build_session → delegate to injected factories
  (ui_factory builds WebUI, session_factory is the existing closure
  from server.py with judge_model + memory_config captures)

Also extends SessionKindAdapter.build_session with **extra passthrough
so interactive callers can pass judge_model per-call without polluting
the manager API; and adds a reason= kwarg to emit_closed so the
frontend's "evicted" special-case keeps working (frontend doesn't
differentiate "idle" from "closed", so close_idle collapses into
close()).

14 new adapter tests cover wire payload shape, queue.Full tolerance,
cleanup_ui event unblocking + listener broadcast + queue-full
fallback, session cancel+close, graceful handling of stub UIs / None
session, and kwarg passthrough to the session factory.

* feat(console): add CoordinatorAdapter for SessionManager

Stage 1 step 4. Coordinator-side SessionKindAdapter implementation:

- emit_created/state/closed → delegate to the existing
  ClusterCollector.emit_console_ws_* methods (same wire shape the old
  CoordinatorManager emitted inline)
- cleanup_ui → ports the listener-queue + approval/plan event
  unblocks from CoordinatorManager._cleanup, with queue-full
  fallback so an unresponsive browser tab can't wedge close
- build_ui/build_session → delegate to injected factories; session
  factory doesn't accept client_type so we strip it at the adapter
  boundary

Collector emission exceptions are swallowed (same policy as today's
inline fan-out — dashboard lag on one tick is preferable to breaking
the lifecycle path).

Intentionally out of scope: the children registry (_children /
_child_to_coord) stays in the coordinator tool when wired in Step 5;
the _active_coords lock-free presence cache is deferred pending a
measurement at realistic cluster sizes. 10 new tests cover transport
payloads, collector-exception tolerance, cleanup_ui event unblock +
listener broadcast + queue-full eviction, construction passthrough.

* feat(server): wire interactive server.py to SessionManager

Stage 1 step 5a. Production-path swap: WorkstreamManager →
SessionManager(InteractiveAdapter(...)).

- Construction at server startup: build the adapter with the
  process-wide global_queue, a WebUI ui_factory closure, and the
  existing session_factory. SessionManager gets storage + max_active.
- Default startup workstream wiring removed (the CLI-REPL leftover
  flagged in the handoff's "Convergence is also a pruning
  opportunity" section). --resume now lazily creates a workstream
  scoped to the resumed content; no workstream at all if --resume
  isn't given. The dashboard handles the 0-ws state.
- HTTP handler mgr.create() calls switched to the new kw-only
  signature (user_id, name, model, skill, ws_id, client_type,
  judge_model, parent_ws_id). ui_factory/skill_id/skill_version/kind
  no longer threaded through — adapter handles UI construction and
  manager resolves skill internally.
- Dropped the mgr.last_evicted block in the /new handler (adapter
  emits ws_closed:evicted automatically on capacity eviction).
- mgr.max_workstreams → mgr.max_active.
- Added active_id / switch / switch_by_index / get_active / index_of
  / eviction_count to SessionManager because turnstone/cli.py uses
  them extensively; the handoff's "delete unless there's a live
  caller" rule flips here — CLI is a live caller.

Test fixtures across 9 files updated to build SessionManager +
InteractiveAdapter rather than WorkstreamManager. test_workstream.py
stays unchanged (it tests WSM directly; it'll be deleted in step 5d
alongside the class itself).

Full pytest: 4528 passed. Ruff + mypy clean. Next: 5b (console-side
wiring, with the children-registry relocation to the coordinator
tool).

* feat(console): wire console server to SessionManager

Stage 1 step 5b. Production-path swap: CoordinatorManager →
SessionManager(CoordinatorAdapter(...)).

- CoordinatorAdapter now owns the coord-specific bits that were bolted
  onto the old CoordinatorManager: the children registry (forward +
  reverse index), the lock-free active-coords presence cache, the
  cluster-event fan-out thread, and the worker-dispatch path
  (send / _spawn_worker). The shared SessionManager stays kind-agnostic.
- Added CoordinatorAdapter.attach(mgr) for late-binding the owning
  manager (the manager's ctor takes the adapter, so the dependency has
  to break here). Used inside _rebuild_children_registry for the tenant-
  filtered SQL query, inside send/dispatch for mgr.get(ws_id), and
  inside the fan-out seed path for mgr.list_all().
- emit_created now seeds the children registry + active-coords slot AND
  calls _rebuild_children_registry (covers both create — empty query —
  and open/rehydrate, where the subtree is persisted). emit_closed
  drops both entries. Collapses the three old call-sites in
  CoordinatorManager's create/open/close into one per-event hook.
- Console server.py builds the manager via:
      coord_adapter = CoordinatorAdapter(collector=..., ...)
      coord_mgr = SessionManager(coord_adapter, storage=..., max_active=...,
                                 node_id=ClusterCollector.CONSOLE_PSEUDO_NODE_ID)
      coord_adapter.attach(coord_mgr)
      ConsoleCoordinatorUI._coord_mgr = coord_mgr
      app.state.coord_adapter = coord_adapter
- HTTP handler call-site updates:
  - coord_mgr.create drops initial_message; the handler now calls
    coord_adapter.send(ws.id, initial_message) after create so the
    worker spawn stays out of the shared manager.
  - coord_mgr.open_admin(ws_id) → coord_mgr.open(ws_id, user_id="",
    admin=True). Matches SessionManager.open's unified signature.
  - coord_mgr.list_for_user(uid) inlined as a list comp on list_all()
    (SessionManager doesn't expose the filter; two callers).
  - coord_mgr.children_snapshot / send → coord_adapter.*.
  - coord_mgr.cancel stays (now lives on SessionManager from 5a).
- ConsoleCoordinatorUI.on_state_change now flows state transitions
  through ConsoleCoordinatorUI._coord_mgr.set_state, mirroring the
  WebUI pattern. The old _on_state_observer / _on_rename_observer
  closures the manager used to install are dead code now; leaving the
  fields in place for 5d cleanup.
- Lifespan shutdown calls coord_adapter.shutdown() (was coord_mgr.
  shutdown()) and resets ConsoleCoordinatorUI._coord_mgr on teardown.

Test fixture updates in _coord_test_helpers, test_coordinator_end_to_end,
test_coordinator_endpoints, test_phase6_endpoints: build SessionManager
+ CoordinatorAdapter in _build_mgr, set app.state.coord_adapter, switch
mgr.register_children / mgr.children_snapshot tests to mgr._adapter.*,
and rewrite test_open_admin_uses_open_admin to assert the unified
open(user_id="", admin=True) call shape.

Full pytest: 4486 passed. Ruff + mypy clean. Next: 5d (remove
CoordinatorManager + WorkstreamManager class bodies and their test
files).

* feat(core): delete WorkstreamManager + CoordinatorManager classes

Stage 1 step 5c + 5d. Final step of the unification — the legacy
classes and their test files go away now that every production
caller has been ported.

- Delete turnstone/console/coordinator.py entirely (CoordinatorManager
  class + the _enqueue_on_ui helper, which CoordinatorAdapter now hosts
  its own copy of).
- Trim turnstone/core/workstream.py to just the Workstream dataclass +
  WorkstreamKind + WorkstreamState. ~385 lines of WorkstreamManager
  logic gone; the remaining shape is pure data types shared by both
  managers.
- Delete tests/test_workstream.py (WSM-specific) and
  tests/test_coordinator_manager.py (CM-specific).
- Wire turnstone/cli.py to SessionManager + InteractiveAdapter, same
  pattern as turnstone/server.py. The CLI's WorkstreamTerminalUI uses
  manager.set_state + manager.active_id — both preserved on
  SessionManager (CLI is a live caller that keeps the focus API
  honest, per the handoff's "delete unless it pulls its weight" rule).
- Add an optional manager-level ``_on_state_change`` observer hook
  restored for the CLI's background-attention notification (the web
  path uses the adapter's emit_state; this hook covers callers that
  don't consume SSE).
- Drop dead ``_on_state_observer`` / ``_on_rename_observer`` fields
  from ConsoleCoordinatorUI — the old CoordinatorManager installed
  them; SessionManager/CoordinatorAdapter handle fan-out directly.

Vulture @ 80% confidence: zero unused symbols across the new
SessionManager + adapter files. Ruff + mypy clean (170 files).
Full pytest (excluding tests/live): 4414 passed.

Net across the whole Stage 1 branch: one unified SessionManager +
adapter Protocol replaces two ~500-line parallel managers + a
~600-line CoordinatorManager, and the interactive + coordinator
transports stay cleanly separated at the adapter boundary.

* refactor(auth): drop workstream row-level ownership gates

Turnstone is a trusted-team tool (per #400). user_id stays as
metadata for audit + display; it no longer rejects requests. Scope-
level auth via admin.workstreams / admin.coordinator tokens is the
only gate now.

Solves sec-1 (cross-tenant delete via collision on caller-supplied
ws_id, because the gate was half-implemented) and sec-2 (blank-sub
JWT bypass on empty-owner rows). Net: 359 lines of defensive
empty-string comparisons and admin=True bypass plumbing deleted.

* fix(core): serialize set_state vs close + worker spawn

Three concurrency fixes from the multi-stage review:

- bug-3: set_state now looks up ws under self._lock and gates its
  storage write on ws._closed (a new tombstone flag). close() sets
  ws._closed=True and does its storage write under ws._lock. A
  set_state that acquires ws._lock after close sees the tombstone
  and skips its write instead of resurrecting the closed row.

- bug-1: _spawn_worker wraps the check-and-spawn in ws._lock so two
  concurrent send() HTTP requests can't both observe "no live worker"
  and start duplicate worker threads on the same ChatSession.

- bug-2: replaces Thread.is_alive() as the reuse gate with an
  explicit ws._worker_running flag. The flag is set before the worker
  thread starts and cleared in its finally block — both under
  ws._lock. Using is_alive() left a narrow window where the worker
  could exit between the check and a queue_message call, stranding
  the user's message with no consumer.

perf-2 (lock-held-across-DB-write) is accepted as-is: per-ws
serialization of state transitions behind a DB round-trip is real
cost but bounded — a given ws's state flips happen sequentially on
its worker thread anyway. Dropping ws._lock around the DB write
would reintroduce the bug-3 race.

Full pytest: 4401 passed. Ruff + mypy clean.

* refactor(core): drop _resolve_skill from SessionManager

Skill resolution (name → template_id + applied_version) moves out of
the shared manager and back to the HTTP handlers that own the
create request. The interactive handler already resolved skill_data
+ applied_skill_version for other purposes (model override, judge
config, post-create session seed) and was passing the name to
SessionManager which then redundantly re-resolved via
get_skill_by_name + count_skill_versions — two wasted DB round-trips
per create on a user-visible latency path.

- SessionManager.create: accepts skill_id + skill_version as
  already-resolved kwargs; _resolve_skill helper deleted.
- turnstone/server.py create_workstream: passes the skill_id /
  applied_skill_version it already computed.
- turnstone/console/server.py coordinator_create: pre-resolves
  inline (parity with interactive) before calling coord_mgr.create.

Fixes perf-1 (redundant skill queries per create), q-4 (divergent
skill-version computation between manager and handler), q-5
(coordinator-specific lookup on the shared manager surface).

Full pytest: 4401 passed. Ruff + mypy clean.

* refactor(adapters): extract shared cleanup_ui + drop dead child-registry methods

Both InteractiveAdapter.cleanup_ui and CoordinatorAdapter.cleanup_ui
(plus their _broadcast_ws_closed_to_listeners helpers) were byte-identical.
Pull them into turnstone/core/adapters/_ui_cleanup.py:cleanup_session_ui
so the two adapters delegate to one implementation.

Also drop CoordinatorAdapter.register_children (only test callers — now
use _seed_children in tests/_coord_test_helpers.py) and _add_child
(zero callers anywhere).

* refactor(adapters): symmetric attach() + fail-loud on unattached manager

Add InteractiveAdapter.attach(manager) + .manager property mirroring
the coord-side pattern. CLI (cli.py) now uses cli_adapter.attach(manager)
instead of the _mgr_ref list-ref late-binding hack; server.py picks up
the same call for consistency.

CoordinatorAdapter.send / _rebuild_children_registry /
_prime_children_from_snapshot no longer silently return when
self._manager is None — raise RuntimeError so a forgotten attach() at
startup fails loud instead of dropping the whole fan-out.

* docs: replace stale WorkstreamManager / CoordinatorManager references

Both classes were deleted in 965e0b6; prose docstrings across the
codebase still named them. Update to SessionManager (or describe the
collapsed-into-one-class architecture where the distinction matters).

Leaves the 'Ported from …' historical markers in session_manager.py /
coordinator_adapter.py / interactive_adapter.py intact — those are
deliberate pointers back to the pre-unification code.

* fix(core): atomic close_if_idle + batch pop under one lock

bug-5: SessionManager.close_idle re-checked ws.state == IDLE outside
the lock, so a pending tool result could flip state IDLE→RUNNING
between the snapshot and close() acquiring self._lock. Add
_close_if_idle_locked that tests state + pops under self._lock.

perf-5: drop the per-victim self._lock acquisition; collect + pop the
whole batch in one acquisition, then run cleanup_ui / storage write /
emit_closed outside the lock.

* perf(coord): split emit_created / emit_rehydrated to skip storage query on fresh creates

CoordinatorAdapter.emit_created was unconditionally calling
_rebuild_children_registry (storage.list_workstreams with
parent_ws_id=... limit=10001) on every create, even for fresh-create
paths that provably have zero children.

Add emit_rehydrated to the SessionKindAdapter Protocol. SessionManager
.create still calls emit_created; .open (lazy rehydrate) now calls
emit_rehydrated. CoordinatorAdapter.emit_created seeds the registry +
fan-out but skips the rebuild; emit_rehydrated seeds + rebuilds + fans
out. InteractiveAdapter.emit_rehydrated delegates to emit_created (no
children-registry on the interactive transport).

* perf(coord): fold _active_coords into _children_lock + mutate payload in place

perf-4: _active_coords used a copy-on-write dict-swap pattern so the
fan-out dispatch could read it lock-free, but _dispatch_child_event
already re-validates the parent under _children_lock anyway — the
lock-free snapshot was premature. Replace with a plain dict read+write
both under _children_lock; install and remove collapse to one-liners.
Value also drops the user_id half — dead after a46dab1 removed
row-level ownership gates — so _active_coords is now just
coord_ws_id → ui.

perf-6: _enqueue_on_ui was doing {**payload, "ws_id": coord_ws_id} on
every dispatch. The dispatch path owns payload and doesn't reuse it —
mutate in place.

* test(coord): add adapter tests for worker dispatch + children registry + fan-out

Fills the coverage gap on CoordinatorAdapter — the review (q-3) flagged the
coord-specific concurrency paths ported from the deleted CoordinatorManager
as untested. Three new test classes:

- TestCoordinatorAdapterWorkerDispatch: _spawn_worker reuse gate, queue.Full
  backpressure, concurrent-call bug-1 reproducer (two threads → exactly one
  worker via ws._lock + _worker_running), finally-clears-flag.
- TestCoordinatorAdapterChildrenRegistry: registry seed on emit_created vs
  emit_rehydrated rebuild, _pop_coord_registry_locked reverse-index cleanup,
  _merge_child_ids_locked idempotency, _prime_children_from_snapshot merge.
- TestCoordinatorAdapterDispatchChildEvent: unknown-parent drop, ws_created
  fan-out, cluster_state / ws_closed reverse-index routing, perf-6 in-place
  ws_id stamp.

* fix: regressions flagged by ultrareview

Verify stage of the cloud review surfaced 6 confirmed regressions
from Stage 1's adapter layer. Fixing together since they share the
same root cause (plumbing moved into adapters without retiring the
old emission paths).

- Interactive adapter emit_created / emit_state / emit_rehydrated
  become no-ops. The create_workstream HTTP handler still fires
  ws_created (after attachment validation, per the pre-Stage-1
  "no phantom events on rejected upload" contract); WebUI
  _broadcast_state still fires ws_state with the full payload
  (tokens + context_ratio + activity). Firing from the adapter too
  was duplicating both events. Also closes the phantom-ws-created
  regression (adapter fired before attachment validation ran).

- emit_closed Protocol gains a ``name`` kwarg; the adapter is the
  sole emitter for ws_closed on interactive now, and the frontend
  eviction toast needs the name. Manager passes ws.name from
  close() / create()+open() eviction / close_idle paths.

- _idle_cleanup_thread stops firing its own reason="idle" ws_closed
  — close_idle already fires via the adapter with reason="closed",
  and the frontend never differentiated the two anyway.

- close_workstream_endpoint fix: "Cannot close last workstream" 400
  was a stale error (the guard went away with the default-startup
  workstream). Return 404 on close() == False (which now means the
  ws was already closed or unknown). Also switches the audit actor
  from _require_ws_access's stored owner to _auth_user_id — the
  stored owner is metadata post-#400, so attributing actions to it
  misrepresents who actually did them.

- CLI /ws close mirrors the same stale-error fix.

- SessionManager.close now calls storage.delete_workstream_override
  alongside update_workstream_state, same as the old
  WorkstreamManager.close did. Without it overrides leak until
  tombstone cleanup. close_idle does the same.

- SessionManager._reserve_and_install_locked records the eviction
  on turnstone.core.metrics so the global eviction counter keeps
  working. Old WSM did this inline; the unification dropped it.

- ConsoleCoordinatorUI.on_rename now fans out to the cluster
  collector via a new class attribute ``_collector`` (set at
  console startup alongside ``_coord_mgr``). The old
  ``_on_rename_observer`` plumbing went away with
  CoordinatorManager and the "adapter emit_console_ws_rename runs
  from whichever code path renames" comment was aspirational —
  nothing actually did it.

Full pytest: 4375 passed (tests/live + test_server_live.py excluded;
both pre-existing live-backend failures unrelated to this branch).
Ruff + mypy clean.

* refactor(ui): extract SessionUIBase for shared UI scaffolding

Direct response to review feedback that the unification wasn't
merging enough of the two workstream kinds. WebUI (node) and
ConsoleCoordinatorUI (console) both:

- Keep a per-UI list of SSE listener queues guarded by a lock
- Block a worker thread on _approval_event / _plan_event
- Fan enqueued events out with the same ws_id-stamping pattern
- Resolve approvals / plans with the same broadcast-then-signal
  pattern

All of that now lives once in turnstone/core/session_ui_base.py.
Both UIs subclass SessionUIBase; kind-specific bodies (WebUI's
per-UI metrics + _broadcast_state + intent-verdict bookkeeping,
ConsoleCoordinatorUI's collector fan-out) stay in the subclasses.

WebUI.resolve_approval still overrides the base (it adds intent-
verdict updates) but now calls super() for the shared broadcast +
event-set steps. Same shape as the other approval/plan hooks:
subclasses extend, base provides skeleton.

Net file-level: +156 LOC for the base, -144 LOC across the two
subclasses. The raw number is unexciting — but there's now a
single source of truth for the listener + blocking-gate machinery,
and bugs (like the duplicate ws_created / ws_state events that
prompted this refactor) can't arise from the two implementations
drifting.

Full pytest: 4375 passed. Ruff + mypy clean.

* refactor(ui): move metrics + verdict bookkeeping into SessionUIBase

Second pass at unifying the two UIs. Per-workstream metrics
accumulators (token counts, tool-call counts, context ratio,
activity tracking), intent-judge verdict cache + pending-decision
list, and the verdict-persistence path all move to SessionUIBase.

Before: WebUI tracked all of it; ConsoleCoordinatorUI tracked none
of it (a comment on the old on_intent_verdict literally admitted
the deferral — "skip the persistence + late-decision plumbing that
WebUI does"). Coord sessions never got verdict rows in storage, never
had a user_decision stamped, and the dashboard had no way to show
coord token usage because the data wasn't captured.

Now the base class captures the data and persists the rows for
every kind. Kind-specific broadcast (WebUI's _broadcast_state with
rich per-UI payloads) stays on WebUI; prometheus counters on the
node (_metrics.record_judge_verdict) stay on WebUI's on_intent_verdict
override. Everything else shared.

Behaviour change worth flagging: coord sessions now write
intent_verdicts and output_assessments rows for every judge call
and every output-guard warning. Previously silent; the storage rows
now exist and any future coord-dashboard surface can read them.

Shape of the unification:
- resolve_approval: was overridden on WebUI (intent-verdict decision
  propagation); now lives on the base. Both kinds inherit unchanged.
- on_intent_verdict: WebUI overrides only to add _metrics.record_*;
  rest of the body is the base.
- on_output_warning: was on both separately; fully base-shared now.

Full pytest: 4375 passed. Ruff + mypy clean.

* fix: regressions flagged by second-pass review

Three confirmed findings with direct fixes + a dedicated test file
for SessionUIBase (was previously uncovered).

bug-1 — Coord approve_tools didn't reset _last_verdict_decision or
clear _llm_verdicts between approval rounds. WebUI did (inline).
Coord inherited SessionUIBase.on_intent_verdict which stamps via
the decision flag, so after the first resolve every subsequent
round's verdicts were stamped with the prior round's user_decision
before the user had decided the new round.

Fix: add SessionUIBase._reset_approval_cycle() clearing both under
_ws_lock; call from the top of both subclass approve_tools methods.
Single-source invariant — can't drift again.

sec-1, sec-2 — delete_workstream_endpoint and open_workstream's
rehydrate path recorded the audit row under the stored ws.user_id
("owner_uid") rather than the authenticated caller. With row-level
ownership gating gone (a46dab1), any team member acting on a peer's
workstream produced an audit row naming the victim as the actor.
Fix: pass _auth_user_id(request) as the audit actor, matching the
pattern close_workstream already follows.

q-2 — SessionUIBase had no direct tests. The new
tests/test_session_ui_base.py covers listener fan-out, approval +
plan blocking gates, intent-verdict cache + FIFO eviction, verdict
persistence paths, output-guard persistence, the reset-between-rounds
invariant (bug-1 regression test), a cross-subclass test that
verifies BOTH WebUI.approve_tools and ConsoleCoordinatorUI.approve_tools
call _reset_approval_cycle (verified it fails without the fix), and
a concurrent enqueue/register smoke.

Full pytest: 4395 passed (+20 new). Ruff + mypy clean.

* fix: PR #408 review findings from copilot + code-quality

Three substantive fixes + mechanical side-effect-in-assert cleanup.

Copilot findings:

- session_ui_base.py: on_intent_verdict had a race with
  resolve_approval. Previously acquired _ws_lock twice (read decision
  → release → if unset, acquire again to append). resolve_approval
  could interleave between the two acquisitions, swap-and-clear the
  pending list and set the decision — our verdict then got appended
  to the fresh (empty) list and stamped with the NEXT round's
  decision on the following resolve. Fix: decision-check + append
  under ONE acquisition; storage UPDATE (if decision already set)
  runs outside the lock. New regression test counts lock
  acquisitions during on_intent_verdict and fails if the two-phase
  pattern returns.

- server.py close_workstream_endpoint: comment said "treat as
  already-closed success" but handler returned 404. Comment
  rewritten to match the 404 behaviour ("the ws isn't tracked here"
  is the only reachable meaning for close() → False now).

- test_session_ui_base.py concurrency smoke: the test ended with
  ``pytest.assume = lambda ...`` — a leftover that mutates pytest
  globals and can surprise other tests. Replaced with explicit
  ``not is_alive()`` assertions so the "threads completed cleanly"
  intent survives -O optimization stripping.

Code-quality (assert side-effects):

Six ``assert mgr.open(...)`` / ``assert mgr.close(...)`` in
test_session_manager.py stripped under ``python -O``. Mechanical
fix: extract to local before asserting.

Ignored the two "Protocol method body is `...`" flags — that's the
standard Protocol idiom; replacing with ``pass`` or
``NotImplementedError`` changes typing semantics.

Full pytest: 4396 passed.
2026-04-24 14:28:51 -07:00
Patrick Buckley e42add1b77 feat(coordinator): coordinator workstream kind — phase 1 (#368)
* feat(coordinator): coordinator workstream kind — phase 1

Adds a new ``kind="coordinator"`` workstream that runs inside the
``turnstone-console`` process (first ChatSession hosted on the console)
with a dedicated tool set for spawning and driving child workstreams.
Supersedes the external ``turnstone-coordinator`` MCP side-car for new
installs; the extension is marked deprecated in
``examples/mcp-cluster-ops/README.md`` but still works on 1.4-and-earlier
clusters.

Phase 1 ships: the workstream class, 6 lifecycle tools, console hosting,
9 HTTP endpoints, per-user audit attribution, and a one-pane web UI at
``/coordinator/{ws_id}``.  Node/skill discovery tools, task-list tool,
tree-view UI, and routing-proxy audit middleware follow in a later PR.

## Schema

Migration 039 adds ``kind`` / ``parent_ws_id`` columns + indexes to
``workstreams``.  Both SQLite and PostgreSQL backends take the new
kwargs on ``register_workstream``; empty-string ``parent_ws_id``
normalises to ``NULL`` at the storage edge.  PostgreSQL uses
``INSERT ... ON CONFLICT DO NOTHING`` to match SQLite's ``OR IGNORE``
and close a pre-existing SELECT-then-INSERT TOCTOU window.
``list_workstreams`` gains optional ``parent_ws_id`` / ``kind`` filters;
new ``get_workstream(ws_id)`` returns the full row (the existing
``get_workstream_metadata`` stays untouched for back-compat).

## Core session + kind routing

- ``ChatSession.__init__`` accepts ``kind`` / ``parent_ws_id`` /
  ``coord_client``.  On ``kind="coordinator"`` it swaps
  ``_tools = COORDINATOR_TOOLS`` and zeros sub-agent tool lists.
- ``Workstream`` dataclass extended with ``user_id`` / ``kind`` /
  ``parent_ws_id``.  Both ``WorkstreamManager`` and the new
  ``CoordinatorManager`` use the same type — no parallel hierarchy.
- ``_SessionFactory`` Protocol + server / cli factory closures thread
  the new kwargs.  ``POST /v1/api/workstreams/new`` rejects
  ``kind != "interactive"`` with 400; ``POST
  /v1/api/workstreams/{ws_id}/open`` refuses coordinator rows so a
  server node can't accidentally rehydrate one.

## Coordinator tool set

Six tools (``spawn``, ``inspect``, ``send``, ``close``, ``delete``,
``list_workstreams``) with a ``coordinator: true`` metadata flag,
scoped to coordinator-kind sessions only.  ``inspect`` and ``list`` are
auto-approved reads; the four mutators need approval.  ``list`` returns
``{"children": [...], "truncated": bool}`` so the model can detect
post-filter under-fill and paginate.

## CoordinatorClient (in-process, sync)

Mutating ops HTTP-POST to the console's own ``/v1/api/route/*`` on the
local bind URL so every existing middleware (auth, rate-limit) runs.
Read ops hit ``storage.list_workstreams`` / ``get_workstream`` /
``load_messages`` directly — the routing proxy doesn't expose
list/inspect paths.  URL paths are a validated constant table (avoids
an httpx ``base_url``-merge trap).  A new
``/v1/api/route/workstreams/delete`` proxy handler joins the existing
route-proxy endpoints.

## Per-session coordinator JWT

``CoordinatorTokenManager`` mints short-lived JWTs with ``sub=<real
user>`` (attribution preserved), ``src="coordinator"``,
``aud="turnstone-console"``, ``coord_ws_id=<ws>`` custom claim.
``_proxy_auth_headers`` preserves ``src`` + ``coord_ws_id`` across the
upstream re-mint so server-side middleware sees coordinator-origin,
not ``console-proxy``.  ``AuthResult.extra_claims`` carries
non-reserved claims through validate→remint; ``create_jwt``'s
reserved-claim set (now including ``nbf`` / ``jti``) is symmetric with
``validate_jwt``.

## Console hosts the ChatSession

- New ConfigStore settings: ``coordinator.model_alias`` (required),
  ``reasoning_effort``, ``max_active`` (default 5),
  ``session_jwt_ttl_seconds``.
- Console lifespan builds a ``ModelRegistry`` +
  ``CoordinatorManager``.  Missing / unresolvable alias returns **503**
  with remediation text — never 500.
- ``CoordinatorManager``: placeholder-slot reservation under lock,
  rollback on factory failure, per-ws_id rehydration lock to serialise
  concurrent lazy-opens, ``max_active`` enforced via ``close_idle``
  eviction semantics.
- ``ConsoleCoordinatorUI`` is a thin ``SessionUI`` implementation — no
  global broadcast, no per-node metrics, shared
  ``_APPROVAL_WAIT_TIMEOUT`` constant across approval + plan paths.
- No eager startup rehydration: persisted coordinator rows load lazily
  on first ``GET /v1/api/coordinator/{ws_id}``.

## Console coordinator API

Nine endpoints under ``/v1/api/coordinator/*`` gated by ``approve``
scope + new **``admin.coordinator``** permission (added to
``_VALID_PERMISSIONS``; not in any builtin role — operators opt in
explicitly).  Ownership failures return **404, not 403** and use
strict equality so empty-owner rows don't leak across tenants.
Correlation-id masking on every factory-raising path
(``coordinator_create`` + ``coordinator_detail`` lazy rehydrate) — no
stack traces to the client.

## Audit attribution

Three console-side events (``coordinator.create`` / ``.close`` /
``.cancel``) with the real creator's ``user_id`` plus
``detail={coord_ws_id, src="coordinator"}``.  No schema migration
required.  Per-tool-call audit across the routing proxy is deferred
(needs either a ``source`` column on ``audit_events`` or
``record_audit`` calls wired into the route-proxy handlers).

## Web UI (``/coordinator/{ws_id}``)

One-pane chat served by the console.  Reuses ``shared_static``
(``base.css``, ``auth.js``, ``theme.js``, ``toast.js``, ``utils.js``,
``kb.js``) and the server UI's ``renderer.js`` pipeline (KaTeX, Mermaid,
highlight.js already bundled).

- SSE to ``/v1/api/coordinator/{ws_id}/events`` with exponential-
  backoff reconnect; status line carries a leading glyph
  (● / ○ / ⚠) so state isn't conveyed by colour alone.
- Renders content, reasoning (dimmed italic
  ``.role-reasoning``), tool_result, approve_request, intent_verdict,
  output_warning.
- Child ws_id references auto-wrap to
  ``/node/{node_id}/?ws_id={child}`` links — both ids regex-validated
  before interpolation, everything else HTML-escaped.
- Non-modal approval bar (``role="region"``) with a batch header
  ("Approve N tool calls"), initial focus on the approve button,
  buttons disabled during the in-flight POST, red-bordered deny.
  ``aria-live`` flips to ``off`` during streaming.
- "New coordinator" button on the dashboard header — permission-gated
  on the UI side, matching the backend 403.
- Mobile composer capped under ``@media (max-width: 700px)``.

## Tests

~120 new tests across 8 files: workstream-kind storage + dataclass
semantics, CoordinatorClient URL map + token minting + storage reads +
truncation signalling, tool prepare/exec dispatch and approval gating,
CoordinatorManager create / rollback / eviction / lazy rehydration +
concurrency, HTTP endpoint auth + 404-on-ownership + 503-on-misconfig,
proxy-auth ``src`` preservation, full lifecycle end-to-end, coordinator
page HTML-injection guard.  ``test_tools_schema.py`` widened to 25
tools (19 existing + 6 coordinator).

Verification: ``ruff check`` clean, ``mypy turnstone`` clean
(156 files), ``pytest`` 4054 passed (5 pre-existing failures unrelated
to this change — confirmed against ``main``).

* polish(coordinator): address PR review + CI + tool-namespace isolation

CI:
- `ruff format`: two files reformatted, matches the in-repo pre-commit config.
- `wheel-completeness`: add `turnstone/console/static/coordinator/*.html` +
  `*.js` to the hatch wheel-include list.  Without this the coordinator UI
  was missing from published wheels.
- `test (3.11/3.12/3.13)` + `test-postgres`: three `TestExecReadImage`
  tests were masking a real bug — my 6 new tool JSONs pushed tool count
  19→25, crossing the default `tool_search.auto` threshold (20), which
  made `ChatSession.__init__` construct a `ToolSearchManager` and cache
  `_cached_capabilities` during init.  Tests that later patched
  `session._provider.get_capabilities` saw the cached value instead.
  Root-cause fix: the tool-search threshold code path now reads
  capabilities through `_resolve_capabilities(...)` directly — no cache
  populate — so the patch takes.

Tool-namespace isolation (bigger fix than CI symptoms suggested):
- `TOOLS` was the union of all loaded tool JSONs including the 6 new
  coordinator tools.  Interactive sessions were getting coordinator
  tools in their function-calling surface (which is nonsense — they
  require a console-hosted `coord_client`), and coordinator sessions
  counted against the interactive tool-search threshold.  Fix:
  - New `INTERACTIVE_TOOLS` / `INTERACTIVE_TOOL_NAMES` in
    `turnstone/core/tools.py` exclude anything with `coordinator: true`
    metadata.  `TOOLS` stays as the union for schema introspection +
    eval catalog.
  - `ChatSession.__init__` selects tool set by kind: coordinator gets
    fixed `COORDINATOR_TOOLS` (no MCP merge, no listeners registered);
    interactive gets `INTERACTIVE_TOOLS` (+ MCP if configured).
    Coordinators are meta-orchestrators that spawn child workstreams;
    MCP tools / resources / prompts live on the children, not on the
    coordinator's own surface.
  - `_on_mcp_tools_changed` no-ops for coordinator sessions
    (defence-in-depth in case listeners were registered).
  - `always_on_names` on `ToolSearchManager` is now the set of builtin
    tools actually present in the session (kind-aware) rather than the
    full `BUILTIN_TOOL_NAMES` frozenset.
  - `turnstone/eval.py` uses `INTERACTIVE_TOOLS` (coordinator tools
    aren't in scope for the eval harness which tests interactive agent
    behaviour).
  - Regression tests in `tests/test_workstream_kind.py`:
    - `INTERACTIVE_TOOLS ∩ COORDINATOR_TOOLS == ∅` and their union is
      `TOOLS`.
    - Interactive `ChatSession._tools` does not include any
      coordinator tool name.
    - Coordinator `ChatSession._tools` contains `spawn_workstream` but
      not `bash` / `edit_file` / `memory`; sub-agent lists are empty.
    - Coordinator `ChatSession` with an MCP client attached does NOT
      merge MCP tools and does NOT register any MCP listeners.

PR review findings:
- **#10 / #11** (Copilot): coordinator UI claimed to reuse the server
  renderer pipeline but loaded none of its JS.  Mirrored
  `turnstone/ui/static/renderer.js` into
  `turnstone/console/static/coordinator/renderer.js` (flagged in-file
  as a cleanup candidate to promote into `shared_static/`), added
  `katex.min.js` / `highlight.min.js` / `renderer.js` script tags to
  `coordinator/index.html`.  `coordinator.js` now buffers raw markdown
  via `textContent` during streaming, then swaps to `renderMarkdown` +
  `postRenderMarkdown` on `stream_end`.
- **#7** (Copilot): N+1 query pattern in
  `CoordinatorClient.list_children()` — per-row `storage.get_workstream`
  just to read `skill_id`.  Pushed `skill_id` + `skill_version` into
  the `list_workstreams` SELECT projection on both backends; the
  client reads them from `row._mapping` directly.  New
  `test_list_children_skill_filter_avoids_n_plus_one` pins the
  behaviour (asserts `storage.get_workstream` call count is 0).
- **#8 / #9** (Copilot): `spawn_workstream` tool JSON said "if empty,
  the workstream is created idle" but the prepare method rejected
  empty and the field was marked required.  Resolved by allowing
  empty end-to-end: removed from `required`, prepare builds a
  "spawn idle workstream" header + empty preview when empty,
  updated `test_spawn_prepare_allows_empty_initial_message`.
- **#1–#5** (github-code-quality): five asserts with side-effecting
  method calls in `test_coordinator_manager.py` (`mgr.close`,
  `mgr.open`, `mgr.create` in a dead `_c = ...`).  Extracted each
  call to a local variable so `python -O` can't strip the side
  effect.

Verification:
- `ruff check turnstone tests` clean.
- `mypy turnstone` clean (156 source files).
- `pytest -m "not live"` — 4063 passed, 3 deselected (live-backend
  tests), 0 failed.  The 3 image tests that were failing on this
  branch now pass; wheel + lint both green locally.

* polish(coordinator): address Copilot re-review findings

Two findings from the re-review of #368 after the first polish commit.

**user_id wired into `mgr.create()` at the server handlers.** Phase 1
added ``user_id`` to the ``Workstream`` dataclass and
``WorkstreamManager.create()`` signature, but the two call sites in
``turnstone/server.py`` forgot to pass the authenticated caller
through.  Result: interactive workstreams created via
``POST /v1/api/workstreams/new`` (including coordinator-spawned
children, which route through this handler) were landing with blank
``user_id``, defeating ownership-based access control on subsequent
sends / approvals / closes (``_require_ws_access`` treats blank
owners as legacy/allowed).  Two changes:

- ``server.py:create_workstream`` forwards ``user_id=uid`` — the same
  ``uid`` already resolved from the auth result (with trusted-service
  forwarding preserved).
- ``server.py:open_workstream`` prefers the persisted owner on the
  workstream row over the rehydrating caller so reloading someone
  else's workstream doesn't silently re-parent it.  Falls back to
  the authenticated caller when the stored row has no owner
  recorded (pre-phase-1 rows).

Regression test in ``tests/test_workstream.py`` pins
``WorkstreamManager.create(user_id=X)`` → ``ws.user_id == X`` so the
manager seam can't regress silently on a future refactor.

**Malformed-JSON recovery allowlist expanded for coordinator args.**
``_prepare_tool()`` has a two-stage salvage path for models that
emit malformed JSON: a regex-extract (fallback 1) and a bare-string
→ primary_key wrap (fallback 2).  The fallback-1 key list didn't
include coordinator argument names, so a slightly malformed
``spawn_workstream`` / ``send_to_workstream`` / etc. call would
hard-fail instead of salvaging into a minimal-args dict for retry.
Added ``ws_id`` / ``message`` / ``initial_message`` / ``parent_ws_id``
to the allowlist (kept alphabetised) so the coordinator tools get
the same model-self-correction behaviour as the interactive tools.
Fallback 2 already covers the ``ws_id``-primary-key tools via
``PRIMARY_KEY_MAP``; the regex path matters when the model emits
``{"ws_id": "abc", "message": "..."}`` with a trailing syntax error.

Verification: ``ruff check`` clean, ``mypy turnstone`` clean
(156 source files), ``pytest -m "not live"`` → 4065 passed, 3
deselected (live-backend), 0 failed.

* fix(coordinator): address ultrareview findings on coordinator workstream kind

Security
- Cross-tenant leak: CoordinatorClient.inspect/list_children now constrain
  to the coordinator's own ws_id + direct children; an LLM coerced via
  prompt injection can no longer exfiltrate other tenants' workstreams.
- Empty-owner short-circuit bypass: strict equality at coordinator.py
  ownership gate and at the storage-fallback branch in coordinator_history;
  orphan/system-owned coordinator rows can no longer be rehydrated by
  arbitrary holders of admin.coordinator (DoS + history disclosure vector).
- Closed coordinators no longer silently resurrect on subsequent GET —
  the Close button is now actually durable across URL revisits and tab
  refreshes; rows with state in {closed, deleted} refuse rehydration.

Correctness
- ChatSession.close() now releases the CoordinatorClient httpx.Client
  pool; previously every closed/evicted coordinator dropped a connection
  pool on the floor until non-deterministic GC.
- open_workstream rehydration now forwards parent_ws_id + kind, so
  coordinator-spawned children survive node restart / idle eviction
  with their parent link intact instead of becoming silent orphans.
- list_children truncated flag now signals whenever the SQL fetch hit
  the page cap (previously permanently False in the no-filter case,
  causing confident-but-incomplete summaries from the coordinator).
- ConsoleCoordinatorUI.approve_tools: per-tool auto-approve now checks
  auto_approve_tools independently of the blanket auto_approve flag,
  so 'Always approve this tool' actually works on the next invocation.

Concurrency
- _spawn_worker no longer falls through to start a second concurrent
  worker thread on the same ChatSession when queue.Full fires; instead
  send() returns False and the endpoint surfaces HTTP 429.
- _open_locks entries are now refcounted under self._lock and only
  popped when the last waiter releases — eliminates the race where a
  rehydration-failure path lets two threads serialize on different lock
  instances for the same ws_id and trip the "already tracked" guard.

Tests: +6 regression cases covering closed-coordinator refusal,
empty-owner non-admin refusal, queue.Full no-duplicate-worker,
inspect/list_children cross-tenant rejection, and truncated semantics.
2026-04-16 21:40:50 -07:00
Patrick Buckley 205e7818f8 Fix/codeql quality findings (#299)
* fix: replace empty except blocks with diagnostic logging

Add log.debug/warning to 7 bare except-pass blocks that silenced
failures in security-relevant or operationally-important paths:
- Channel route lookup, CLI policy evaluation, OIDC JWKS fetch,
  prompt policy loading, plan file write, routing override, username
  resolution.

Plan write now reports failure to user instead of falsely claiming
"Plan saved."

* fix: replace assert-with-side-effect and narrow BaseException catch

- Convert 4 assert isinstance() to explicit TypeError raises — assertions
  are stripped under python -O, removing runtime type checks
- Narrow except BaseException to except Exception in fallback handler —
  KeyboardInterrupt/SystemExit should not record as health failures
- Plan write failure now reports error to user instead of "Plan saved"

* fix: wire up toast error type and remove useless conditional

- showToast() now accepts optional type param ("error") with red border
  styling — 3 call sites were passing "error" that was silently ignored
- Remove always-true if (q) guard after early-return on empty query

* fix: remove unreachable return None after return self._judge

* fix: parenthesize multi-line string concatenations in dev_parts list

Explicit parens make intentional concatenation unambiguous to static
analysis (CodeQL implicit-string-concatenation-in-list rule).

* fix: remove constant-true filter in test mock — return list directly

* fix: extract side-effecting calls from assert in tests

store.delete() and mgr.close() have side effects that would be
stripped under python -O. Assign to variable first, then assert.

* fix: remove unused local variables in tests

Drop assignments to unused workstream/variable references created
solely for side effects. Use _ for unused tuple unpacking.

* fix: use admin.prompt_policies permission for prompt policy endpoints

All 5 prompt-policy endpoints (list, create, get, update, delete)
were checking admin.policies (the tool-policy permission) instead of
admin.prompt_policies. This caused a mismatch with the admin UI which
gates the tab on admin.prompt_policies — users could see the tab but
get 403, or reach the endpoint but never see the tab.

* fix: use caplog instead of capsys for structlog warning assertion

structlog output goes through the logging system, not stdout/stderr.

* fix: address review — remove dead isinstance, module-level import, unnecessary lambdas

- session.py: remove unreachable isinstance check (has_batch already
  validates raw_edits is a list)
- cli.py: move logging import to module level
- test_workstream.py: replace lambda wid: FakeUI(wid) with FakeUI
2026-04-04 17:53:20 -07:00
Patrick Buckley f74aa2264e refactor: add is_error to on_tool_result protocol, remove text heuris… (#207)
* refactor: add is_error to on_tool_result protocol, remove text heuristics

Add is_error keyword arg to SessionUI.on_tool_result() so tools
report errors structurally. Server and JS client no longer guess
from output text prefixes — each tool sets the flag at the source.

Bash tool: exit code >= 2 is error, exit code 1 is ambiguous (grep
no-match). History reconstruction keeps text heuristic as fallback
for pre-migration data.

Update SDKs (Python + TypeScript), test mocks, docs, and diagrams.

* fix: infinite recursion in _report_tool_result, signal exits, stale docs

* fix: add _tool_error_flags to test_load_skill ChatSession stubs
2026-03-28 22:09:52 -07:00
Patrick Buckley 5378b33641 feat: output guard — evaluate tool results before they enter context (#109)
* feat: output guard — evaluate tool results before they enter context

Add turnstone/core/output_guard.py — a time-budgeted heuristic that
evaluates tool execution results after execution but before they
enter the conversation context window.

Priority-ordered detection (5s budget, highest priority first):
1. Prompt injection: override phrases, role injection, instruction
   override markers, meta-injection patterns
2. Credential leakage: API keys (OpenAI/GitHub/AWS/Google), PEM
   private key blocks, connection strings, .env secret format
3. Encoded payloads: script data URIs, hex shellcode sequences
4. Adversarial URLs: cloud metadata endpoints, credential query params
5. System info disclosure: private IPs, sensitive file paths

Annotates and optionally redacts (credentials → [REDACTED:<type>]).
Does NOT gate — surfaces warnings via on_output_warning callback.

Integration:
- Wired into session.py tool result loop via _evaluate_output()
- JudgeConfig gains output_guard + redact_secrets fields (both default true)
- SessionUI protocol gains on_output_warning callback
- 25 compiled regex patterns, pure function, no I/O

29 tests covering all detection categories, benign output false
positive checks, credential redaction, and time budget behavior.

* fix: address PR #109 review — protocol, config, and guard fixes

Copilot review feedback:
- Replace _CLEAN singleton with _clean() factory to prevent mutable
  shared state (OutputAssessment has list fields)
- Remove redundant second _CREDENTIAL_PATTERNS loop in _check_credentials
- Evaluate text parts of list outputs (images) not just string outputs
- Wire output_guard + redact_secrets through ConfigStore settings
  registry and _build_judge_config() so operators can configure via
  admin Settings tab
- Remove --no-output-guard CLI flag claim from docs (use Settings tab)

Typecheck fix:
- Add on_output_warning to all SessionUI implementations: NullUI
  (eval, 5 test files), WebUI (server — emits SSE event), TerminalUI
  (CLI — ANSI colored warning), RecordingUI, FakeUI
2026-03-16 16:22:10 -07:00
Patrick Buckley 75eda9a096 feat: unified skills system — merge prompt templates + workstream tem… (#106)
* feat: unified skills system — merge prompt templates + workstream templates

Evolves prompt_templates into a first-class skills entity and merges
workstream templates into the same model, collapsing two concepts into
one.

Migration 021: 21 new columns on prompt_templates (skills metadata,
security scan fields, session config from WS templates), skill_resources
table for bundled files, skill_versions table for auto-snapshot version
history. Data migration converts existing WS templates into skills with
name collision handling, migrates version history, renames workstreams
and scheduled_tasks columns, cleans orphaned permissions, drops old
tables.

Key changes:
- All public interfaces renamed: templates → skills (API, CLI, SDK, UI)
- Session config (model, temperature, token_budget, auto_approve, etc.)
  now lives on the skill and is applied at workstream creation
- /skill slash command, set_skill() API, --skill CLI flag
- BM25 skill search via SkillSearchManager for activation="search" skills
- Admin UI: Skills tab with collapsible Session Config section,
  description subtitles, activation/origin/MCP badges, pagination
- Shared validation helper (_parse_skill_session_config) for DRY CRUD
- Version history with auto-snapshot on every edit + API endpoint
- Cascade delete (resources + versions) on skill removal
- Security: range validation, activation allowlist, fail-closed enabled
  check, duplicate name 409, readonly guard, JSON validation
- 77 new tests across storage, runtime, search, API integration, and
  migration behavior verification (2521 total)

* fix: address Copilot review + rename admin.templates → admin.skills

- Skip skill lookup when resume_ws is set (avoids spurious 400)
- Fix _applied_skill_version mismatch (1 in both workstreams table and session)
- Remove stale template field from MQ protocol diagram
- Rename admin.templates permission to admin.skills everywhere (runtime,
  frontend, tests, docs) with migration step for persisted role data
- Fix stale /api/templates references in docs and diagrams
- Update docstrings/comments for skills terminology

* fix: address Copilot round 2 — skill version lineage + stale doc refs

- Compute actual skill version from skill_versions count (not hardcoded 1)
- Use same version in both workstreams table and session metadata
- Fix response payload example: "templates" → "skills" key
- Fix "Each template summary" → "Each skill summary"
2026-03-16 14:47:06 -07:00
Patrick Buckley 376da3d084 feat: prompt template tech debt — tests, read-only endpoints, double-… (#67)
* feat: prompt template tech debt — tests, read-only endpoints, double-load fix, server creation modal

Close test coverage gaps for prompt templates:
- Resume with deleted template: verifies graceful degradation (template_content=None, warning logged)
- Threading safety: concurrent set_template/init_system_messages with no race conditions
- Factory passthrough: template kwarg propagation through WorkstreamManager.create()

Add read-only template listing endpoints (read scope, no content exposed):
- GET /v1/api/templates — prompt template summaries (name, category, is_default, origin)
- GET /v1/api/ws-templates — enabled workstream template summaries (name, description, model)
- Available on both server and console; Python + TypeScript SDK methods added
- Console creation modal switched from admin endpoint to read-scope endpoint

Eliminate double-load inefficiency in workstream creation:
- Template validation moved before mgr.create() (no create-then-rollback on invalid template)
- template kwarg plumbed through WorkstreamManager.create() and session factory
- _SessionFactory Protocol added for proper mypy typing

Add workstream creation modal to server web UI:
- Name, model, template dropdown, ws_template/profile dropdown
- Instrument panel aesthetic: gradient top border, blur backdrop, amber accent
- Focus trap, Escape/Enter keyboard handling, loading state, error display
- WCAG AA contrast compliance, reduced-motion support

* fix: add list_ws_templates SDK methods + regenerate OpenAPI snapshots

Add list_ws_templates() to Python SDK (async + sync) and listWsTemplates()
to TypeScript SDK for the new GET /v1/api/ws-templates server endpoint.
Add WsTemplateSummary + ListWsTemplateSummaryResponse TypeScript types.
Regenerate openapi-server.json and openapi-console.json snapshots.

Addresses Copilot review feedback on PR #67.

* fix: skip template pre-validation when resuming a workstream

When resume_ws is set, the request's template field is irrelevant —
resume() restores the template from workstream_config. Pre-validating
a stale template name would incorrectly return 400 before the resume
even runs.

Addresses Copilot review feedback on PR #67.
2026-03-15 02:09:31 -07:00
Patrick Buckley 2f7f70825b feat: wire prompt templates into session startup with full creation-p… (#47)
* feat: wire prompt templates into session startup with full creation-path support

Prompt templates (prompt_templates table) now have runtime effect:

- is_default=true templates auto-apply as system message content,
  concatenated in name order before user instructions
- Per-workstream template selection via --template CLI flag, template
  field on POST /v1/api/workstreams/new, console creation modal dropdown,
  scheduled task config, and channel adapter config
- {{model}}, {{ws_id}}, {{node_id}} variable substitution via single-pass
  regex (prevents cross-variable injection)
- /template slash command for runtime switching, persisted across resume
- set_template() public API on ChatSession

Security hardening:
- MCP sync resets is_default=False on content update (prevents compromised
  server from injecting defaults)
- 32KB content cap on template create/update + defensive truncation
- Template existence validation returns 400 before workstream creation
- Single-pass regex eliminates cross-variable expansion

Template field plumbed through all creation paths: CLI, server API, MQ
protocol/bridge, console backend, scheduler dispatch, channel router,
MQ client. Migration 010 adds template column to scheduled_tasks.

Frontend: console workstream modal template dropdown, scheduler
create/edit template field, governance template UI variables auto-detected
from content (read-only display replaces editable input). Focus trap and
Enter-key accessibility fixes in workstream modal.

Docs: governance.md template runtime section, api-reference.md template
field, governance + MCP architecture diagrams updated.

Python + TypeScript SDKs, Pydantic schemas all updated. 29 new tests.

* fix: address PR #47 review feedback

- Defer template validation until after resume_ws — a bad template name
  no longer 400s when resume would have ignored it anyway
- Add template field to OpenAPI JSON specs (openapi-server.json,
  openapi-console.json) for SDK/docs consistency
- Validate template existence in schedule create and update endpoints —
  reject unknown template names with 400 instead of allowing schedules
  that would silently fail at dispatch time
2026-03-12 16:57:31 -07:00