Commit Graph

13 Commits

Author SHA1 Message Date
Patrick Buckley 471d1a3311 docs: audit documentation for 1.4 / 1.5 state
Systematic pass over every doc under docs/, the root-level README /
QUICKSTART / CONTRIBUTING, and the PlantUML diagrams.  Memory and docs
had drifted against the code since 1.2 — this catches them up to the
1.4.0 release and the 1.5.0a1 experimental line.

User-facing fixes
- README: fix broken docs/mcp.md link (→ mcp-registry.md); channel
  gateway entry reflects shipped Discord + Slack adapters instead of
  "Slack/Teams planned"; diagrams table mentions both.
- QUICKSTART: docs/*.md relative links were wrong from the repo root;
  wizard version bumped from 0.5.4.
- CONTRIBUTING: add dev extra plus the ruff / mypy / pytest commands
  we actually expect before push.

Reference docs
- architecture.md: 19 tool schemas (was 15), 18 admin tabs (was 14),
  turnstone-bootstrap added to entry-points table, OpenAI provider
  file split (chat/responses/common) documented, 38 SDK event
  dataclasses (was 27 and referenced deleted mq/protocol.py), Slack
  adapter + multi-adapter gateway, plan_agent/task_agent naming,
  governance admin-panel rewrite.
- api-reference.md: full attachment endpoints (POST/GET/content/
  DELETE on /v1/api/workstreams/{ws_id}/attachments) plus the
  multipart mode on POST /v1/api/workstreams/new.
- channels.md: Slack Setup section (Socket Mode app creation, OAuth
  scopes, tokens), Slack CLI/env reference in config table, combined-
  adapter architecture diagram.
- console.md: 18-tab listing (was 13) with Channels/Models/Nodes/TLS
  descriptions and ConfigStore live-edit note.
- docker.md: Slack env vars block; image entry-point list now
  includes turnstone / turnstone-bootstrap.
- sdk.md: attachments methods on the server client, attachments
  example (upload-then-send and at-creation), event count fixed.
- releasing.md: four-track table (stable/1.0, 1.3, 1.4 + main 1.5);
  promotion workflow uses 1.5 / 1.6 numbering.
- settings.md: plan_model / task_model / plan_effort / task_effort
  overrides section.
- governance.md: skill naming (/skill, `skill` field — not /template),
  Prompts/Judge tabs called out.
- security.md: two-token-types wording; src claim values match the
  AuthResult source strings actually emitted.
- mcp-registry.md: SDK package name is @turnstone/sdk.
- tools.md: plan / task renamed to plan_agent / task_agent in the
  section headings and summary table; primary-key table matched.
- design/consistent-hash-ring.md: dead direct-http-transport.md
  pointer redirected to architecture.md.

Diagrams
- 02-package-structure: drop phantom chat.py entry point, add admin
  and bootstrap, add slack/bot.py, rename channels/gateway.py →
  channels/cli.py.
- 16-channel-architecture: Slack is no longer "(future)", add a
  SlackBot class and the slack-bolt Socket Mode edges; wire the new
  bot into ChannelService.  PNGs regenerated from both puml sources.
2026-04-16 16:01:24 -07:00
Patrick Buckley c76a61841e fix: PR #118 round 2 — null-safe parser, docs, consistency
- Null-safe extraction for description, license, and compatibility in
  skill_parser.py — YAML bare keys (e.g. `description:`) no longer
  produce the literal string "None"
- Log warning on skill catalog storage failure instead of silent swallow
- Use `enabled == 1` in list_skills_by_activation for consistency with
  other prompt_templates queries in both storage backends
- Add parser tests for YAML null description, license, and compatibility
- Update governance.md: document runtime config editing on installed
  skills, two-column modal layout, SPDX license dropdown, origin badge
2026-03-17 16:09:06 -07:00
Patrick Buckley dc464ac313 feat: Agent Skills standard compliance + frontend spec fields
Brings skills implementation into full compliance with agentskills.io:

Parser:
- Read `allowed-tools` (hyphenated, standard) only; stored as
  `allowed_tools` internally — no underscore fallback
- Reject consecutive hyphens in skill names
- Extract author/version from standard `metadata:` map with top-level
  fallback; null-safe (no "None" string for bare YAML keys)
- Truncate description at 1024 chars, compatibility at 500 chars (spec
  caps) with log warnings
- Lenient parsing mode (lenient=True) for cross-client import: sanitizes
  names, returns None on skip, malformed-YAML colon-value retry
- Type overloads: strict mode returns ParsedSkill, lenient returns
  ParsedSkill | None

Session:
- `<available-skills>` XML catalog in system messages for
  activation="search" skills (disabled ones filtered out, capped at 30)

Tool rename:
- `load_skill` tool → `skill` (JSON, session preparers/executors,
  approval labels, tests, docs)

Storage (migration 023):
- Add `license` and `compatibility` columns to prompt_templates
- skill_license / compatibility params on create_prompt_template across
  protocol, SQLite, PostgreSQL backends
- Add to SKILL_MUTABLE for update_prompt_template

API + server:
- SkillInfo, CreateSkillRequest, UpdateSkillRequest: license +
  compatibility fields
- Create/update/install endpoints extract and persist both fields
- Install endpoint maps parsed.license + parsed.compatibility from
  imported SKILL.md (previously discarded)
- _skill_to_response() includes both fields

Admin UI:
- Create + edit modals: version, license, compatibility fields
- Readonly (imported) skills: "edit" → "view" button, modal title
  "View Skill", all fields disabled, Save hidden, Cancel → "Close",
  collapsibles auto-expand, focus on Close button
- :disabled CSS for dark-theme modal inputs (bg-highlight, cursor
  not-allowed, dimmed text)
- Fix addEventListener stacking on auto-approve checkboxes → .onchange

SDK: license + compatibility on SkillInfo, CreateSkillRequest,
UpdateSkillRequest TypeScript interfaces

Docs: governance.md, judge.md, tools.md, README, diagram updated
2026-03-17 16:09:06 -07:00
Patrick Buckley 1010f163f0 feat: load_skill built-in tool — model-driven skill discovery and act… (#112)
* feat: load_skill built-in tool — model-driven skill discovery and activation

Two-action tool: 'search' finds skills by multi-word query with substring
matching on name/description/tags/category (auto-approved, read-only);
'load' activates a skill by name via set_skill() (requires approval).

Guards: filters disabled skills from search + load; short-circuits when
skill is already active; approval_label includes skill name for granular
tool policies (load_skill__<name>); main session only (excluded from
sub-agents). Logs storage errors in search path.

25 tests covering registration, preparer validation, executor logic,
disabled/already-active edge cases, multi-word queries, approval labels.

* refactor: use BM25 relevance ranking for load_skill search

Replace substring matching with BM25Index from turnstone/core/bm25.py,
matching the pattern used by memory relevance and tool search. Handles
multi-word queries, term frequency, and document length normalization.

* fix: address copilot review — BM25 tags parsing, primary_key, test cleanup

- Parse JSON tags into space-separated text before BM25 indexing so
  individual tag terms match queries (was passing raw '["foo","bar"]')
- Add primary_key: "name" to load_skill.json for PRIMARY_KEY_MAP
- Remove dead resolve_workstream patch from test helper
- Update diagram: "substring match" → "BM25 ranking"
2026-03-16 19:20:19 -07:00
Patrick Buckley c28bfc1e58 feat: skill discovery — search and install skills from external sources (#111)
* feat: skill discovery — search and install skills from external sources

Add discovery UI and API for finding and installing skills from
skills.sh registries and GitHub repositories with one-click install,
SKILL.md frontmatter parsing, and security scan integration.

Core modules:
- skill_parser.py: ParsedSkill dataclass, parse_skill_md() with YAML
  frontmatter support (Anthropic + Hermes tag formats), name validation
- skill_sources.py: SkillsShClient (async search + resolve),
  fetch_skill_from_github (SKILL.md + bundled resource fetching with
  256KB cap, text extension filter, GitHub API tree traversal)

API:
- GET /v1/api/admin/skills/discover — search with installed annotation
  and scan_status for installed skills
- POST /v1/api/admin/skills/install — fetch, parse, duplicate check,
  create with origin="source" readonly=true, store resources, audit

Also fixes pre-existing bug where _skill_to_response omitted scan_status,
scan_report, scan_version fields — scan tier badges in the installed
skills table were silently empty despite data existing in storage.

Admin UI: pill toggle (Installed/Discover), discovery cards with scan
tier badges, GitHub import modal with proper focus trap/Escape/backdrop,
scoped selectors preventing MCP↔Skills cross-tab state corruption.

SDK: discover_skills() + install_skill() on Python (async+sync) and
TypeScript console clients.

48 new tests across 3 test files. All 2632 tests pass.

* fix: address copilot review — 404 vs 502, O(n) lookups, branch fallback

- SkillNotFoundError subclass: install returns 404 when SKILL.md is
  missing, 502 only for connectivity/upstream errors
- get_skill_by_source_url() + list_installed_skill_urls(): indexed
  storage lookups replace O(n) full-table scans with content blobs
- Default branch fallback: tries main then master when URL doesn't
  specify a branch
- Path normalization: strip trailing slash once, remove redundant
  candidate
- SDK install_skill() returns typed SkillInfo with response_model
- Tree size guard: skip resource tree if response >2MB
2026-03-16 18:42:32 -07:00
Patrick Buckley 9b605f81a3 feat: skill scanner — evaluate SKILL.md content at install time
Add turnstone/core/skill_scanner.py — a production content scanner
that evaluates skill risk across four axes:

1. Content risk: command execution, external downloads, credential
   handling, data exfiltration, eval/exec, sudo, browser automation
2. Supply chain risk: pipe-to-shell, transitive installs, obfuscation,
   download-exec chains, executable URLs from untrusted domains
3. Vulnerability risk: prompt injection (E004), insecure credential
   handling (W007), third-party content exposure (W011)
4. Declared capability risk: parsed from allowed_tools field —
   Bash(*) is high, Bash(git:*) is low, read-only tools are safe

Composite score with equal 25% weights per axis. Floor rule: any
single axis at critical forces composite to at least medium tier.

Wired into both SQLite and PostgreSQL storage backends:
- scan_skill() runs at create_prompt_template time
- Re-scan triggers on update when content or allowed_tools change
- Results populate the existing scan_status and scan_report columns
- Silent failure on scanner errors (never blocks skill creation)

Scanner helper factored into _utils.py (shared across backends).
23 unit tests covering tier classification, capability scoring,
negation filtering, floor rule, serialization, and trusted domains.
2026-03-16 15:45:21 -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 80e1924d7f feat: enable prompt caching for Anthropic and OpenAI providers (#104)
* feat: enable prompt caching for Anthropic and OpenAI providers

Activate automatic prompt caching on both LLM providers to reduce input
token costs on multi-turn conversations. Anthropic gets cache_control:
ephemeral (90% savings on cache hits), OpenAI GPT-5.x gets 24h extended
cache retention (free). Cache metrics flow end-to-end through the entire
data pipeline: provider → session → server SSE → MQ protocol → storage →
Prometheus metrics → admin Usage tab.

- AnthropicProvider: top-level cache_control on all requests, extract
  cache_creation_input_tokens and cache_read_input_tokens from streaming
  and non-streaming responses
- OpenAIProvider: prompt_cache_retention=24h for GPT-5.x, extract
  cached_tokens from usage.prompt_tokens_details
- UsageInfo: new cache_creation_tokens and cache_read_tokens fields
- Migration 020: add cache columns to usage_events table
- Storage: record_usage_event and query_usage updated (sqlite + pg)
- Metrics: turnstone_tokens_total{type="cache_creation|cache_read"}
- Server: on_status passes cache tokens to SSE, storage, and metrics
- MQ: StatusEvent carries cache fields through bridge
- SDKs: Python and TypeScript StatusEvent types updated
- OpenAPI: UsageBreakdownItem schema includes cache fields
- Console UI: Usage tab shows cache write/read as secondary readouts
  with visual separator, dimmed when zero
- 16 new tests, docs and 3 diagrams updated

* fix: address Copilot review feedback

- Fix MQ protocol diagram clipping by switching to vertical package
  layout (inbound on top, outbound below) with package aliases
- Regenerate OpenAPI snapshots to include cache_creation_tokens and
  cache_read_tokens on UsageBreakdownItem
- Replace fragile MagicMock(spec=[]) + del pattern with
  types.SimpleNamespace in cache metrics missing-attributes test
2026-03-16 01:59:55 -07:00
Patrick Buckley 8895bf07eb feat: admin Settings tab — form-based editor replacing "coming soon" … (#60)
* feat: admin Settings tab — form-based editor replacing "coming soon" stub

Section-grouped layout with collapsible headers for all ~40 ConfigStore
settings (model, session, tools, server, mcp, ratelimit, health, judge,
memory). Type-appropriate inputs: CSS toggle for bools, number with
min/max/step, select for choices, text for strings. Secret fields shown
read-only. Source badge (storage/default), amber restart indicator.

Inline save per field with dirty detection, row flash on success, reset
to default via styled confirm modal. Full WCAG keyboard accessibility
(Enter/Space on section headers, aria-labels, focus-visible). Mobile
responsive single-column at <700px. Reduced-motion safe.

* fix: Settings tab polish — help tooltips, context_window auto-detect, UX fixes

Settings UI:
- Help tooltips: ? button on ~25 settings with plain-English explanations
  and optional reference links (arXiv, Fowler, MCP spec). Click to toggle
  popover, Escape to dismiss, aria-expanded for accessibility.
- Sections start collapsed for scannable overview.
- Restart badge: hidden by default, shows when dirty, persists after save
  with amber glow. Positioned left of source badge.
- Secret row alignment fixed (transparent border matches input box model).
- Docs link in toolbar → Swagger UI Settings section.
- Number inputs: spin buttons hidden (Firefox/WebKit), empty value guard,
  numeric dirty detection (0.1 vs 0.10 no longer false positive).
- Secret reset button enabled when source=storage (clear legacy overrides).
- Space key repeat guard on section headers.
- Sidebar: sticky + max-height:100vh, no longer stretches with content.

Backend:
- context_window default changed from 131072 to 0 (auto-detect). Fallback
  lowered from 131K to 32K (realistic for local models when detection fails).
  Session normalizes 0→32768 defensively.
- Settings registry: help + reference_url fields on SettingDef, richer
  descriptions for model/session/tools/judge/memory settings.
- Schema API includes help + reference_url.
- Bootstrap system prompt: added Runtime Settings section.

Docs: tab counts updated to 13 across README, architecture, console, governance.
2026-03-14 13:12:40 -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 7492816ab2 feat: governance — RBAC, tool policies, prompt templates, usage track… (#39)
* feat: governance — RBAC, tool policies, prompt templates, usage tracking, audit logging

Add comprehensive governance layer for the admin console:

- RBAC with 15 granular permissions, 3 builtin roles (admin, operator, viewer),
  custom role CRUD, user-role assignment with privilege escalation prevention
- Tool policies with glob pattern matching, priority-ordered evaluation
  (allow/deny/ask), enforced before auto-approve in WebUI.approve_tools()
- Prompt templates with variable substitution, categories, default flag
- Usage tracking: per-LLM-request token/tool metrics, aggregated queries
  (group by day/model/user), automatic 90-day pruning via scheduler
- Audit logging: append-only event trail for all admin mutations,
  filterable/paginated queries, automatic 365-day pruning, X-Forwarded-For
  aware IP extraction
- require_permission() enforced on all 35+ admin endpoints (users, tokens,
  channels, schedules, watches, roles, orgs, policies, templates, usage, audit)
- Field allowlists on storage update methods prevent mass-assignment bugs
- Self-deletion guard on admin_delete_user, delete_user cascades user_roles
- _row_to_dict helper eliminates ~400 lines of fragile positional row mapping
- _audit_context helper deduplicates 18 instances of audit boilerplate
- Migration 008: 7 new tables, 3 builtin roles, org_id on users
- Console admin panel: 5 new tabs (Roles, Policies, Templates, Usage, Audit)
  with permission-gated visibility, 7 modal dialogs, full keyboard accessibility
- Python + TypeScript SDK methods for all governance endpoints
- 120+ new tests (1554 total)

* fix: address PR #39 review feedback

- Rebuild serialized items after policy evaluation so denied/allowed
  verdicts are reflected in tool_info/approve_request SSE payloads
- Make `since` query param optional in usage OpenAPI spec (handler
  already defaults to last 7 days)
- Add response_model=StatusResponse to DELETE role/policy/template
  and POST/DELETE role assignment endpoints in OpenAPI spec
- Add missing org_id/created/updated fields to UserRoleInfo schema
- Add missing created field to AuditEventInfo schema
- Show "no permissions" empty state instead of loading inaccessible
  tab when all admin tabs are permission-gated
- Fix "13 permissions" → "15 permissions" in architecture.md and
  security.md
- Fix import sorting in test_audit.py and test_tool_policy.py

* fix: address PR #39 round 2 review feedback

- Clear stale permissions from sessionStorage on config-token login
  (auth.js _storePermissions)
- Only trust X-Forwarded-For when behind a proxy that sets
  X-Forwarded-Proto (conditional on is_secure_request trust model)
- Thread user_id from auth into WebUI.on_status for usage events
- Add created field to TS AuditEventInfo type
- Return typed Pydantic models from all SDK governance methods instead
  of dict[str, Any] — both async and sync clients
- Validate group_by param against allowed enum in admin_usage handler
- Add deterministic secondary sort (event_id DESC) to
  list_audit_events in both SQLite and PostgreSQL backends
2026-03-10 19:32:37 -07:00