Commit Graph

14 Commits

Author SHA1 Message Date
Patrick Buckley 723cad24bb feat: structured memory system — typed/scoped memories with BM25 rele… (#53)
* feat: structured memory system — typed/scoped memories with BM25 relevance and metacognitive prompting

Replace flat key-value memories table with structured_memories (migration 014).
Four memory types (user/project/feedback/reference), three scopes
(global/workstream/user). Consolidate remember/recall/forget into two tools:
memory (action-based: save/search/delete/list) and recall (conversation
history only).

BM25 relevance scoring (extracted to turnstone/core/bm25.py) selects top-5
memories for system message injection based on conversation context.
Metacognitive prompting injects ephemeral nudges after corrections, tool
denials, workstream resume, and completion signals.

Scope isolation enforced: system message injection and nudge counts filtered
to visible memories only (global + current workstream + authenticated user).
User scope requires authentication. Content capped at 32KB. ILIKE/LIKE
metacharacters escaped in both backends.

113 new tests (2053 total).

* fix: CI failure + copilot review feedback

- Fix time.monotonic() cooldown: use None sentinel instead of 0.0
  default (monotonic clock starts at boot, not epoch — fresh CI
  runners have uptime < 300s so cooldown check always triggered)
- Catch sa.exc.IntegrityError specifically in upsert instead of
  broad Exception (copilot review)
- Preserve existing description/type on upsert when caller doesn't
  explicitly set them (copilot review)
- Add last_accessed + access_count columns to schema/migration for
  future LRU/LFU eviction support
2026-03-13 21:21:09 -07:00
Patrick Buckley be165c1971 feat: MCP resource and prompt discovery with read_resource tool (#44)
* feat: MCP resource and prompt discovery with read_resource tool

Extends MCPClientManager with resource and prompt discovery alongside
existing tool support. Resources and prompts are discovered on connect,
cached per-server with copy-on-write rebuilds, and refreshed via push
notifications, periodic polling, or manual /mcp refresh.

New read_resource built-in tool reads MCP resources by URI. Requires
user approval (same as MCP tool calls) since resources are served by
external MCP servers. Resource catalog injected into system message
with XML delimiters. Error messages sanitized to prevent leaking
server internals to the model.

Prompt discovery stores prefixed names (mcp__server__prompt) and
exposes get_prompt_sync() for future use_prompt tool (Chunk D).

/mcp command now shows tools, resources, and prompts. Docs and
diagrams updated.

* feat: MCP prompt governance sync with origin tracking and readonly guards

Migration 009 adds origin, mcp_server, and readonly columns to
prompt_templates. MCP prompts discovered by MCPClientManager are
automatically synced into the governance table as read-only templates
with origin="mcp".

Sync engine handles: create on connect, update on prompt refresh,
delete when prompts are removed from server. Manual templates take
precedence on name collision (MCP prompt skipped with warning).

Admin API returns 403 on update/delete of readonly templates. Console
UI shows MCP origin badge and disables edit/delete buttons. Storage
backends gain get_prompt_template_by_name, list_prompt_templates_by_origin,
and delete_prompt_templates_by_server methods.

Also addresses PR #44 review feedback: concurrent.futures.TimeoutError
handling in sync dispatch, XML-escape resource catalog descriptions,
resource template entries excluded from _resource_map, URI collision
warnings, needs_periodic capability-aware computation, malformed JSON
primary key fallback for read_resource.

* feat: use_prompt tool, prompt catalog, and PR review hardening

New use_prompt built-in tool invokes MCP prompt templates by name,
expanding them into messages. Requires user approval (external MCP
servers). Prompt catalog injected into system message with XML
delimiters (up to 30 prompts, HTML-escaped).

Prompt listener registered in session for catalog rebuild on changes.

Addresses PR #44 review feedback:
- _init_system_messages() now uses copy-on-write (build locally,
  assign atomically) so background thread callbacks never see
  partial system messages
- sync_prompts_to_storage() serialized behind _sync_lock to prevent
  races between set_storage() (main thread) and MCP background thread
- shutdown() clears listener lists to release callback references

Docs and diagrams updated for 18 built-in tools.

* feat: granular tool policies for MCP resources, prompts, and tools

Policy evaluation now uses approval_label (falling back to func_name)
for fnmatch pattern matching, enabling fine-grained per-URI and
per-server policies:
- read_resource: mcp_resource__{normalized_uri}
- use_prompt: mcp__{server}__{prompt} (prefixed name)
- MCP tools: mcp__{server}__{tool} (was static "mcp_tool")

URI normalization resolves .. path segments to prevent traversal
bypasses in policy matching. Resource templates filtered from system
message catalog (not directly readable). use_prompt arguments
validated as dict with string coercion.

TypeScript SDK PromptTemplateInfo gains origin, mcp_server, readonly
fields. Governance docs updated with MCP policy patterns.

* feat: MCP visibility in server and console UIs

Server health endpoint includes mcp.servers, mcp.resources, mcp.prompts
counts. Server UI status bar shows magenta MCP indicator with tooltip.
Console cluster status bar shows MCP metrics with magenta LED dot.
Console node detail view shows per-node MCP summary. Console collector
aggregates MCP counts across nodes in overview.

Uses var(--magenta) design token with new --magenta-glow for theme
adaptation. ARIA roles on MCP status elements. Tooltips on console
MCP metric labels. Node MCP summary hidden on mobile (< 700px).

New diagram: 20-mcp-architecture.puml covering full MCP lifecycle
(connection, discovery, refresh, governance sync, policy, UI).

* fix: McpStatus in health schema, count properties, catalog name fidelity

Adds McpStatus model to HealthResponse (Python + TypeScript SDKs) so
typed clients see the mcp field from /health.

Addresses Copilot review feedback:
- resource_count/prompt_count properties avoid list allocation on
  /health and /metrics polls
- get_tools/resources/prompts return shallow-copied dicts to prevent
  callers from mutating internal cache
- Prompt names and arg names in system message catalog are NOT
  HTML-escaped (model must use exact strings in use_prompt calls);
  only descriptions are escaped

* fix: OpenAPI spec McpStatus + diagram approval column accuracy

Adds McpStatus schema and optional mcp field to HealthResponse in
openapi-server.json, matching the Python schema and TypeScript types.

Fixes tool pipeline diagram: math, web_fetch, web_search correctly
shown as auto-approve (not "Yes" for approval).
2026-03-12 14:49:58 -07:00
Patrick Buckley 187d004033 feat: watch tool — periodic command polling within workstreams (#36)
* feat: watch tool — periodic command polling within workstreams

Add a new `watch` tool that lets the model (or user) set up periodic
polling of a shell command. Results inject as synthetic user messages
that trigger LLM turns, enabling reactive workflows like PR monitoring,
CI/CD status tracking, and deployment health checks.

Key design:
- Single tool with create/list/cancel actions
- Python expression DSL for stop conditions (restricted eval)
- Server-owned WatchRunner daemon (DB-persisted, survives eviction + restart)
- Three dispatch paths: idle, busy, and evicted workstream restore
- REST API for console visibility (GET /v1/api/watches, POST cancel)
- Migration 007, 8 storage CRUD methods, 75 new tests (1383 total)

* fix: address Copilot review — condition errors, restore deadlock, docs

- Condition eval errors now deactivate the watch immediately instead
  of silently looping until max_polls
- Restored (evicted) workstreams set auto_approve=True to prevent
  approval deadlocks with no connected user
- Tool description clarifies first-poll baseline behavior for change
  detection mode
- Diagram updated: DELETE → POST /v1/api/watches/{id}/cancel
2026-03-10 08:18:28 -07:00
Patrick Buckley 6cc1b3a5bd feat: add vision/image support to read_file tool (#33)
* feat: add vision/image support to read_file tool

read_file now detects image files (PNG, JPEG, GIF, WebP, BMP, TIFF, ICO)
and returns base64-encoded content parts for vision-capable models.
Non-vision models receive a text description instead. A new
supports_vision flag on ModelCapabilities gates the feature, with
config.toml [models.*.capabilities] overrides for local models
(vLLM, llama.cpp, NIM).

* fix: address PR review feedback

- Discard _read_files on no-vision OSError path, include exception detail
- Discard _read_files on oversized image error (not a successful read)
- Validate capabilities type from config.toml (reject non-dict)
- Clarify tool description re: vision behavior and offset/limit scope
- Remove unused os import in tests, fix import sort order
- Handle list content (image tool results) in eval.py tool result loop
2026-03-08 23:43:42 -07:00
Patrick Buckley c79c47b940 Add MCP dynamic tool refresh with push notifications and periodic pol… (#31)
* Add MCP dynamic tool refresh with push notifications and periodic polling

MCP tool lists now stay up-to-date without restart via three mechanisms:
push notifications (ToolListChangedNotification) for servers that support
it, staggered periodic polling for servers that don't, and manual
/mcp refresh [server] command. MCPClientManager tracks tools per-server
with copy-on-write rebuild, notifies ChatSession listeners which rebuild
tool lists and ToolSearchManager (preserving expanded tools).

* Address Copilot review feedback on MCP refresh PR

- Fix /mcp refresh typo matching (startswith → exact token check)
- Validate --mcp-refresh-interval >= 0 at parse time via shared
  nonneg_float in config.py (deduplicated from cli.py + server.py)
- Clamp negative refresh_interval to 0 in MCPClientManager constructor
- Fix periodic refresh first poll timing (was initial_delay + interval,
  now initial_delay then immediate first poll)
- Clarify _on_mcp_tools_changed docstring re: O(n) BM25 build cost
2026-03-08 03:28:38 -07:00
Patrick Buckley c7586abd0a Add dynamic tool search with native defer_loading for Anthropic/OpenAI (#30)
* Add dynamic tool search with native defer_loading for Anthropic/OpenAI

When MCP tools push the total tool count past a configurable threshold
(default 20), tool definitions are deferred to reduce token overhead and
improve tool selection accuracy. Three-tier approach mirrors the existing
web search pattern:

- Anthropic (Claude 4.x): native defer_loading + server-side BM25 search
- OpenAI (GPT-5.4+): native defer_loading + hosted search
- vLLM/llama/NIM: client-side BM25 fallback via synthetic tool_search tool

New module turnstone/core/tool_search.py with BM25Index (pure-Python,
zero deps) and ToolSearchManager (session-scoped visibility, expansion,
server hint generation). Discovered tools persist for the session lifetime
so the model only searches once per capability needed.

Config: [tools] search/search_threshold/search_max_results
CLI: --tool-search {auto,on,off}, --tool-search-threshold, --tool-search-max-results
Agents (plan/task) exempt — their scoped tool sets are always small.

43 new tests (1253 total). All diagrams regenerated with PlantUML 1.2025.2.

* Fix Copilot review feedback on tool search

- Fix _MCP_PREFIX_RE to handle underscores in server names (non-greedy match)
- Use ordered dict for _expanded to preserve tool discovery order
- Avoid constructing ToolSearchManager when below threshold in auto mode
- Return empty string from _mcp_server_summary when no servers (not "none")
- Fix CLI help text to reference threshold generically, not hardcoded "20"
- Fix agent exemption docs to accurately describe scoped tool sets
- Fix README to not hardcode "30+" threshold number
2026-03-08 01:43:38 -08:00
Patrick Buckley fb190f8977 Normalize session_id into ws_id as sole persistent identity (#29)
* Normalize session_id into ws_id as sole persistent identity

Eliminate the separate session_id concept. The workstream ID (ws_id) is
now the single identity used for both real-time routing and conversation
persistence, removing a layer of indirection that was 1:1 in practice
and buggy on resume (stale pointers, orphaned rows).

Schema changes (migration 006):
- Drop sessions table; add alias/title columns to workstreams
- Rename conversations.session_id → ws_id
- Rename session_config table → workstream_config (ws_id column)
- Data migration remaps existing conversations to ws_id

Storage/API renames:
- register_session → register_workstream (already existed, merged)
- save_message/load_messages now keyed by ws_id
- resolve_session → resolve_workstream
- ChatSession.session_id property → ws_id
- ChatSession.resume_session() → resume()
- resume_session field → resume_ws
- SessionResumedEvent → WorkstreamResumedEvent
- /api/sessions → /api/workstreams/saved
- /sessions slash command → /workstreams
- --session-retention-days → --retention-days

Channel eviction recovery simplified: reuses old ws_id directly
instead of get_session_id_by_ws() reverse lookup.

* Fix Copilot review feedback: stale session wording in docs, regenerate OpenAPI spec

- docs/channels.md: "resumes the session" → "resumes the workstream",
  "Session resumed:" → "Resumed:", "old session was pruned" → "old
  workstream was pruned"
- docs/api-reference.md: "Each session object" → "Each saved workstream
  object", field descriptions updated, removed stale node_id field
- sdk/typescript/openapi-server.json: fully regenerated from Python
  models — removes all stale session_id properties from WorkstreamInfo,
  DashboardWorkstream, CreateWorkstreamResponse schemas
2026-03-07 12:49:07 -08:00
Patrick Buckley e7fe8fca9d Add channel notification tool with security hardening (#27)
* Add channel notification tool with security hardening

Implements the `notify` tool allowing the LLM to send notifications to
Discord channels/users via the channel gateway. Includes fixes for 11
review findings: JWT auth on the gateway endpoint, first-healthy gateway
delivery with retry+backoff, rate limiting only on success, SSRF URL
scheme validation, Discord mention sanitization, SQLite ON CONFLICT
upsert preserving created timestamps, advertise URL resolution for
0.0.0.0 bind, randomized service IDs, generic error messages to prevent
internal state leakage, and partial direct-target validation.

Service registry with heartbeat-based health filtering (migration 005).
Channel gateway registers on startup, heartbeats every 30s, deregisters
on shutdown. 70 new tests covering tool prepare/execute, HTTP endpoint
auth (static + JWT), storage CRUD, and retry behavior.

* Add notify documentation, diagrams, and review fixes

Documentation:
- New sequence diagram 17-notify-flow.puml showing end-to-end delivery
- Updated 16-channel-architecture.puml with services table, notify HTTP
  path, and Notification Flow note
- channels.md: Notifications section (targeting, delivery flow, service
  registry, security) and new config table entries
- tools.md: notify tool reference, updated counts/tables (14→15 tools)
- security.md: channel gateway row in service-to-service auth table
- architecture.md: notification subsystem paragraph

Review fixes (copilot):
- _http.py: fail closed when auth unconfigured (401 instead of pass-
  through), strip whitespace on message/title, generic error messages
  for user-not-found vs no-linked-channels
- session.py: parse gateway response JSON and require at least one
  result with status=="sent" before counting as success
- _postgresql.py: use index_elements instead of constraint for upsert
2026-03-05 17:24:00 -08:00
Patrick Buckley f02972c11d Add provider-native web search with Tavily fallback (#13)
* Add provider-native web search with Tavily fallback

Replace client-side Tavily web search with provider-native implementations:

- Anthropic: inject web_search_20250305 server-side tool, handle
  server_tool_use / web_search_tool_result streaming blocks, emit
  info_delta for search status display
- OpenAI: inject web_search_options for gpt-5-search-api, format
  url_citation annotations as footnote sources
- Local/vLLM: preserve existing Tavily-based web_search tool as fallback

Add supports_web_search to ModelCapabilities and info_delta to StreamChunk.
Remove end-of-life GPT-4o model entries from capability tables.
Update docs, diagrams, and README. 88 provider tests (32 new).

* Fix Copilot PR #13 review: capture streaming url_citation annotations

Accumulate url_citation annotations during OpenAI streaming and emit
formatted citations as a final info_delta chunk after the stream ends.
Previously annotations were only captured in non-streaming mode, so
search model users in the interactive path never saw citation sources.
2026-03-03 17:12:49 -08:00
Patrick Buckley 5118808f24 Add MCP client support for external tool servers (#8)
* Add MCP client support for external tool servers

MCPClientManager connects to stdio and HTTP MCP servers via a background
asyncio event loop, discovers tools at startup, and converts schemas to
OpenAI function-calling format with mcp__{server}__{tool} prefixing.

- New turnstone/core/mcp_client.py: async-sync bridge, config loader
  (TOML [mcp.servers.*] + standard mcpServers JSON), tool discovery
- session.py: mcp_client param, self._tools/_task_tools/_agent_tools,
  _prepare_mcp_tool/_exec_mcp_tool, /mcp introspection command
- tools.py: merge_mcp_tools() helper
- cli.py + server.py: --mcp-config arg, client lifecycle, banner info
- pyproject.toml: mcp>=1.6 required dependency, mypy override
- 30 new tests (config, schema conversion, session integration, errors)
- Docs: README MCP section, tools.md MCP reference, architecture.md
  MCP subsection, 3 updated PlantUML diagrams + PNGs

* Fix Copilot PR #8 review: hermetic MCP config tests, approval docs wording

- Patch load_config in test_json_file_not_found and test_invalid_json so
  a developer's local config.toml doesn't leak into test results
- Clarify MCP approval docs: tools require approval by default, but
  --skip-permissions and UI auto-approve override this
2026-03-02 19:54:23 -08:00
Patrick Buckley 7fbcb70ec1 Add call_id routing for streaming tool output during parallel execution (#6)
* Add call_id routing for streaming tool output during parallel execution

Thread call_id through tool_info, approve_request, and tool_result SSE
events so the browser can route streaming output chunks and final results
to the correct tool div when multiple bash tools run in parallel.

Server: include call_id in serialized approval items and tool_result events.
Protocol: add call_id to on_tool_result signature (session, cli, eval, server)
         and ToolResultEvent dataclass; pass through MQ bridge.
Client: set data-call-id on tool divs, match by call_id in appendToolOutputChunk
        and appendToolOutput with func_name fallback; extract makeCollapsible
        helper; use CSS.escape for querySelector safety; fix replayHistory
        \\n typo and missing keyboard accessibility on collapsed output.
Bridge: fix pre-existing bug using "name" instead of "func_name" for
        auto-approval matching; include call_id in _build_history for replay.
Also adds on_tool_result calls to write_file and edit_file exec methods.

* Update docs/tools.md
2026-03-02 18:49:24 -08:00
Patrick Buckley 14a9ff9513 Stream bash tool output incrementally via SSE
Replace subprocess.run() with Popen for bash tool execution, streaming
stdout line-by-line through a new on_tool_output_chunk callback. Web UI
renders chunks incrementally with a pulsing amber border indicator.

Core:
- Add on_tool_output_chunk(call_id, chunk) to SessionUI protocol
- Rewrite _exec_bash() with Popen, process-group kill via
  start_new_session + os.killpg, background stderr drain thread,
  threading.Event-based timeout detection
- Guard UI callback with contextlib.suppress so errors don't
  interrupt output collection

Server/CLI/eval:
- Add tool_output_chunk SSE event type in WebUI
- No-op implementations in TerminalUI, BackgroundTerminalUI, SilentUI

MQ:
- Add ToolOutputChunkEvent to mq/protocol.py and _OUTBOUND_REGISTRY
- Handle tool_output_chunk in bridge._handle_ws_event

Web UI:
- Add appendToolOutputChunk() with call_id-keyed DOM elements,
  inner auto-scroll, ARIA attributes, and empty chunk guards
- Fix appendToolOutput() streaming cleanup using adjacency matching
- Make collapsed output keyboard-accessible (tabindex, role, keydown)
- Improve stripAnsi() to handle CSI, OSC, and two-byte escapes;
  use it consistently in replayHistory, addInfoMessage, addErrorMessage
- Add .tool-output-stream CSS with soft pulse animation, mobile
  max-height cap, and consolidated prefers-reduced-motion support

Docs & diagrams:
- Document tool_output_chunk SSE event in api-reference.md
- Update SessionUI protocol (14 methods) in architecture.md
- Update Phase 3 execution flow in tools.md
- Add on_tool_output_chunk to 03-core-engine-classes.puml
- Update 04-conversation-turn.puml, 05-tool-pipeline.puml
- Add ToolOutputChunkEvent to 06-mq-protocol.puml
- Add to event list in 07-message-routing.puml
- Regenerate all 5 affected PNG diagrams
2026-03-02 17:52:09 -08:00
Patrick Buckley 9be155b97a Quality overhaul: code tooling, CI/CD, architecture diagrams, UI rede… (#1)
* Quality overhaul: code tooling, CI/CD, architecture diagrams, UI redesign, and legacy cleanup

- Add ruff (lint+format) and mypy (strict) with zero errors across 37 source files
- Add GitHub Actions CI (lint, typecheck, test matrix 3.11/3.12/3.13) and PyPI publish workflow
- Create 12 PlantUML architecture diagrams with PNG renders covering all subsystems
- Refresh README and docs with badges, diagram links, and current descriptions
- Refactor test_server_live.py with mock streaming helpers for deterministic CI testing
- Update dependencies to current versions (openai>=2.24, httpx>=0.28, redis>=7.2)

Console dashboard:
- Move state indicators from top cards to fixed bottom status bar with cluster metrics
- Replace flat 50-node list with hostname-prefix grouped nodes (expand/collapse, up to 1000)
- Apply "Instrument Panel" visual redesign: IBM Plex Mono + Outfit fonts, warm amber accent,
  LED glow state indicators, deep charcoal surfaces, WCAG AA contrast compliance
- Add render cache, stale indicator, active filter highlight, loading states

Server web UI:
- Apply matching Instrument Panel aesthetic for visual consistency with console
- Fix branding (pcode → turnstone), extract inline styles to CSS classes
- Rename pcode localStorage keys and history state to turnstone

Legacy cleanup:
- Remove persona-model-specific --persona flag and /persona slash command
- Remove model_identity from chat_template_kwargs (vLLM-specific mechanism)
- Refactor plan agent to use standard developer message instead of model_identity
- Remove dead code (unused date/has_tools variables, noqa suppressions)

* Fix CI typecheck: add mypy overrides for optional sympy/numpy imports

The math sandbox optionally imports sympy and numpy at runtime (try/except
ImportError). In CI these packages are not installed, so mypy raises
import-not-found rather than import-untyped. Add mypy overrides to
ignore missing imports for these optional dependencies.

* Fix Copilot review findings: ARIA role, status bar cache, and pulse opacity

- Change #node-table from role="tree" to role="list" and group elements
  from role="treeitem" to role="listitem" (proper ARIA semantics)
- Include currentView and currentFilter.state in renderStatusBar cache key
  so active pill highlight updates when switching views
- Align pulse animation to 0.35 opacity (already applied in CSS)
2026-03-02 16:55:12 -08:00
Patrick Buckley 0d6252dd7d Initial commit — turnstone multi-node AI orchestration platform. 2026-03-02 00:33:37 -08:00