Commit Graph

9 Commits

Author SHA1 Message Date
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 19abc0cc65 feat: admin MCP Servers tab — database-backed MCP server management w… (#62)
* feat: admin MCP Servers tab — database-backed MCP server management with live status

Add MCP Servers admin tab (14th tab, System group) for managing MCP server
definitions via the database instead of static JSON config files.

Storage: `mcp_servers` table (migration 016), 6 CRUD methods on both SQLite
and PostgreSQL backends, `MCP_SERVER_MUTABLE` field allowlist.

Config priority chain: DB rows (if any enabled) → CLI `--mcp-config` →
`mcp.config_path` setting → none. Nodes auto-load from DB on startup via
`load_mcp_config(storage=)`.

Hot-reload: `reconcile_sync(storage)` diffs running servers against DB —
adds missing, removes stale, reconnects changed. `_db_managed` set tracks
DB-sourced servers so config-file servers (MCP_CONFIG env) are never removed
by reconcile. Per-server `AsyncExitStack` for clean teardown.

Reload pattern: console writes to DB then signals nodes via
`POST /_internal/mcp-reload` (update by reference, no config payload).

Console admin API: 7 endpoints under `/v1/api/admin/mcp-servers` (CRUD +
reload + import), `admin.mcp` permission, secret masking (env/headers
replaced with *** unless ?reveal=true), audit log sanitization.

Unified view: tab merges DB-managed servers with config-sourced servers
detected on nodes. Config servers shown as read-only rows with "config"
badge — no edit/delete.

Admin UI: 7-column grid with magenta status dots, transport badges,
single-column create/edit modal, paste-based JSON import (mcpServers format),
detail modal with per-node status. Mobile 3-column collapse, reduced-motion
support, backdrop-click dismiss, focus trapping.

SDKs: 7 methods on Python (async+sync) and TypeScript SDKs.

Also fixes: Settings tab permission gate (admin.users → admin.settings),
_ALL_PERMISSIONS list in governance.js (5 missing permissions added),
_internal/mcp-reload added to APPROVE_PATHS.

Docs: architecture.md (14 tabs), api-reference.md (7 endpoints),
20-mcp-architecture.puml updated with admin-driven lifecycle.

66 new tests (2232 total).

* fix: address Copilot review feedback on MCP admin PR

- Docs: fix "merges both sources" → "first-match-wins priority" (architecture.md)
- Validation: require command for stdio, url for streamable-http transport
- Validation: check args/headers/env types in import handler before storing
- Schema: add transport/command/url to McpServerStatus, source to McpServerDetail
- Thread safety: move all remove_server_sync mutations onto MCP event loop thread
- Regenerate OpenAPI JSON snapshots for TypeScript SDK
2026-03-14 17:02:50 -07:00
Patrick Buckley 67f43a7ee0 feat: [memory] REST API endpoints + SDK methods + docs (#56)
* feat: [memory] REST API endpoints + SDK methods + docs

Server API (4 endpoints):
- GET /v1/api/memories — list with type/scope/scope_id/limit filters
- POST /v1/api/memories — save (upsert) with validation
- POST /v1/api/memories/search — search by query (read scope)
- DELETE /v1/api/memories/{name} — delete by name+scope

Console admin API (4 endpoints):
- GET /v1/api/admin/memories — list all memories
- GET /v1/api/admin/memories/search — search with ?q= param
- GET /v1/api/admin/memories/{memory_id} — get by ID
- DELETE /v1/api/admin/memories/{memory_id} — delete by ID with audit

Storage: add delete_structured_memory_by_id, add mem_type filter to
count_structured_memories. Auth: memory DELETE requires write scope,
admin.memories permission added to valid set + builtin-admin role.

Python SDK: list_memories, save_memory, search_memories, delete_memory
on both server (async+sync) and console (async+sync) clients.

TypeScript SDK: matching methods + types on both clients.

Pydantic schemas with Literal type/scope validation, OpenAPI endpoint
specs on both servers. 33 endpoint tests + 8 auth scope tests.

Docs: docs/memory.md feature guide, api-reference.md endpoint docs,
23-memory-architecture.puml diagram.

Also fixes stray `total: int` on CreateChannelUserRequest.

* fix: [memory] address PR review — cross-user scope, schema types, snapshots

Security: user-scoped memory endpoints now bind scope_id to the
authenticated user's identity.  Providing a mismatched scope_id
returns 403, preventing cross-user memory access on all 4 server
endpoints.

Schema: MemoryInfo response uses MemoryType/MemoryScope Literals.
SearchMemoriesRequest uses filter Literals (empty string allowed).
Limit query params declare schema_type="integer" for correct OpenAPI.

Regenerate sdk/typescript/openapi-{server,console}.json snapshots.
Update count_structured_memories docstring for mem_type param.
Fix fallback response to use normalized name after save.

6 new security tests for user-scope access control.
2026-03-14 02:28:47 -07:00
Patrick Buckley 02d9c5c797 feat: workstream templates — behavioral profiles for workstream creation (#49)
* feat: workstream templates — behavioral profiles for workstream creation

Workstream templates define the complete configuration for workstream
creation: system prompt, model, auto-approve policy, per-tool
auto-approve, temperature, reasoning effort, max tokens, agent max
turns, token budget, and completion notifications. Applied once at
creation time (snapshot, not live binding). Auto-versioning captures
pre-update state on every edit.

Schema & storage:
- workstream_templates + workstream_template_versions tables (migration 011)
- ws_template_id/ws_template_version columns on workstreams table
- ws_template column on scheduled_tasks table
- Full CRUD + versioning on SQLite and PostgreSQL backends
- prompt_template_hash (SHA-256) for drift detection

Runtime:
- Template resolution before mgr.create() for model override
- Post-creation settings application (prompt, temperature, approval, budget)
- Token budget enforcement in session.send() — 80% warning, approval gate
  at 100% via __budget_override__ synthetic tool
- WebUI.auto_approve_tools server-side per-tool auto-approve
- Prompt template drift detection (hash comparison, log warning on mismatch)

Integration:
- ws_template field on CreateWorkstreamMessage, bridge, channel router,
  scheduler dispatch, MQ client
- Console admin "WS Templates" tab (11th) with CRUD, version history modal
- Profile dropdown on workstream creation modal
- WS template dropdown on scheduler create/edit modals
- Prompt template name validation on ws_template create/update
- 7 console admin API endpoints + read-only summary endpoint
- Full OpenAPI spec entries in console_spec.py
- Python SDK (sync + async) and TypeScript SDK methods
- Pydantic schemas for all request/response models

Docs & diagrams:
- New 21-ws-template-architecture.puml sequence diagram
- Updated governance, storage, MQ protocol diagrams + PNGs
- Updated architecture.md, governance.md, api-reference.md, console.md, sdk.md

48 new tests (1788 total). mypy clean. ruff clean.

* fix: address PR #49 review feedback

- auto_approve_tools uses approval_label (not just func_name) for
  consistency with tool policy evaluation
- inline system_prompt from ws_template persisted as
  _ws_template_system_prompt in workstream_config, restored on resume
  (previously lost because _template_content wasn't persisted)
- budget gate (__budget_override__) no longer bypassed by blanket
  auto_approve — requires explicit approval or tool policy allow
- diagram 21 field list corrected (removed tool_search/threshold,
  added prompt_template_hash/notify_on_complete)

* fix: address PR #49 review feedback (round 2)

- Grant admin.ws_templates permission in migration 011 (tab was hidden)
- Center WS template modals and fix radio button alignment
- Skip template validation when ws_template overrides prompt
- Guard against empty version snapshots on no-op updates
- Replace setTimeout race with Promise chain in schedule ws_template select
- Validate numeric fields in admin create/update handlers (400 not 500)
- Add ws_template to TypeScript OpenAPI specs
- Use typed Pydantic response models in SDK ws_template methods
2026-03-12 21:06:51 -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
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 fd507c6a3c feat: generation cancellation — stop button, cancel API, cooperative … (#40)
* feat: generation cancellation — stop button, cancel API, cooperative cancel

Add cooperative cancellation via threading.Event on ChatSession. The cancel
signal is set from outside the worker thread (HTTP handler, MQ bridge, or
Escape key) and checked at defined checkpoints: per streaming chunk, before
tool execution, inside bash commands, and at each sub-agent turn.

Core: GenerationCancelled(BaseException) exception, cancel()/_check_cancelled()
methods, partial content preservation in _stream_response, clean rollback in
send() with idle state emission (no re-raise).

Server: POST /v1/api/cancel endpoint, CancelledEvent SSE emission, worker
thread safety net.

Frontend: Stop button (■ Stop) with send/stop swap via setBusy(), Escape key
shortcut, cancelled event handler. Accessible: aria-label, focus-visible
override, light theme contrast, non-color differentiation.

MQ: CancelMessage inbound type, bridge _handle_cancel routed handler.

SDK: cancel() on Python async+sync clients, CancelledEvent in Python+TypeScript
event registries, isCancelledEvent type guard.

OpenAPI: CancelRequest schema + endpoint spec.

Docs: API reference, architecture, SDK docs updated. Diagrams: conversation
turn, tool pipeline, MQ protocol, workstream states, SDK architecture.

* fix: address PR #40 review feedback

- setBusy() now resets stopBtn.disabled so stop button is re-enabled on
  next generation after a successful cancel
- Gate cancel side effects (resolve_approval, resolve_plan, cancelled SSE
  event) on worker_thread.is_alive() to avoid spurious events when idle
- Add /v1/api/cancel endpoint and CancelRequest schema to TypeScript
  openapi-server.json to keep it in sync with Python-generated spec
2026-03-10 20:43:52 -07:00
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 5ee539c983 Add Python and TypeScript client SDKs for server and console APIs (#19)
* Add Python and TypeScript client SDKs for server and console APIs

Python SDK (turnstone/sdk/) with sync + async clients for both server
and console APIs. Returns Pydantic models directly, streams SSE events
as typed dataclasses. 27 event types with registry-based deserialization.
High-level send_and_wait() for request-response patterns.

TypeScript SDK (sdk/typescript/) with zero browser dependencies. Uses
fetch + ReadableStream for SSE parsing. Discriminated union event types
with type guards. Same API surface as Python SDK.

63 Python tests, 21 TypeScript tests (vitest). Comprehensive docs at
docs/sdk.md with SDK architecture diagram.

* Address PR #19 review feedback + fix lint

- Fix consume_task leak in send_and_wait when send() raises (try/finally)
- Fix TS sendAndWait: open SSE before send, plumb AbortSignal for timeout
- Add signal param to TS streamSSE for cancellation support
- Fix SSE parser: join multi-line data: fields with \n per spec, handle CRLF
- Fix generate-types.py sys.path (parents[3] not parents[2])
- Document token ignored when httpx_client provided
- Document TS timeout units as milliseconds
- Fix stale docstring in test_sdk_sse.py
- Fix import sorting (ruff I001)
2026-03-03 21:22:24 -08:00