Commit Graph

795 Commits

Author SHA1 Message Date
Patrick Buckley 53cabe7e20 fix(session): trim tombstone refs + WHAT-narration in apply-pass comments
Closes round-2 review findings q-1 (minor), q-3 (nit), q-4 (nit), q-5
(nit).

* **q-1:** Drop the ``post-migration 050`` clause from the fork-block
  comment — the apply-pass relocated rather than removed the
  tombstone-style temporal reference round-1 q-2 was supposed to fix.
  The bulk-row dict shape and ``_encode_reminders`` are
  self-explanatory; the WHY is pinned by
  ``test_fork_preserves_source_and_reminders``.

* **q-3:** Replace ``DOES persist now`` framing on the wake-row save
  comment with a present-tense invariant.  The ``now`` implies the
  reader knows the prior state, same family as the temporal
  tombstones.

* **q-4:** Trim the 12-line WHAT-narration block above the
  resume-time ``_reminders_delivered = True`` loop to two lines
  stating the WHY only.  The new regression test pins the contract.

* **q-5:** Reframe ``test_fork_preserves_source_and_reminders``
  docstring as a forward-looking invariant; drop the
  ``Dropping them was the original bug`` and ``post-migration 050``
  fix-narration.

Project convention: invariant statements, present tense; don't
reference the current task / fix / migration number.

(cherry picked from commit b120ee2fd7)
2026-05-07 17:35:22 -07:00
Patrick Buckley 1d9fd94e23 fix(session): byte-clamp REMINDER_TEXT_STORAGE_CAP + drop local-only doc citation
Closes round-2 review findings bug-1 (minor) and q-2 (minor).

* **bug-1:** ``_encode_reminders`` clamped each entry's ``text`` field
  with Python ``str`` slicing, which counts codepoints.  Multi-byte
  UTF-8 input (CJK, emoji) could land 4 bytes per character past the
  cap, defeating the row-width / FTS5-index protection by up to 4x.
  Switch to UTF-8 byte clamping with ``errors="ignore"`` on the
  decode boundary so a slice mid-codepoint drops the partial
  character cleanly.

* **q-2:** Both the constant block-comment and the ``_encode_reminders``
  docstring referenced ``docs/design/watch-card-ux-briefing.md`` —
  local-only per project convention (``feedback_no_design_doc_commits``)
  so the canonical repo reads as a dead reference.  The cap value
  stands by itself; the row-width / FTS5 WHY is enough.

(cherry picked from commit 779ec638a5)
2026-05-07 17:35:22 -07:00
Patrick Buckley eb89ddab1e fix(metacog): cleanup batch — share watch-key constant, sanitize metadata, drop tombstones
Closes round-1 review findings q-2 (minor), q-5 (minor), q-6 (nit), q-7
(nit), sec-1 (nit), perf-4 (nit).

* **q-5:** Export ``_WATCH_REMINDER_OPTIONAL_KEYS`` from
  ``turnstone/core/watch.py`` and import in the dispatch closure
  (session.py) and the replay filter (server.py:_build_history).  The
  three-place duplication of the literal tuple
  ``("watch_name", "command", "poll_count", "max_polls", "is_final")``
  is gone; future field adds touch one constant.

* **sec-1:** Run ``sanitize_payload`` over string-typed metadata fields
  (``watch_name`` / ``command``) before they enter the queue.  Today's
  consumers all use ``textContent``, but the asymmetry — sanitised
  ``text`` alongside unsanitised metadata — would survive forever in
  DB rows and resurface if a future consumer used a non-textContent
  sink (aria-label, copy-to-clipboard, markdown render).

* **q-7:** Drop the per-iteration ``isinstance(reminder, dict)`` from
  the dispatch closure's metadata comprehension.  By the time the
  block runs, ``text = reminder.get("text", "") if isinstance(...)``
  + the ``if not sanitized: return`` guard above already established
  ``reminder`` is a non-empty dict.

* **q-2:** Strip tombstone-style references — "post-#482", "post-#484",
  "Step 7 of the watch-card UX plan", "Post-Step-7 dispatch surface",
  and the brittle line-anchor "session.py:2685-2686" — across
  ``session.py``, ``test_session.py``, ``test_watch.py``,
  ``test_watch_dispatch.py``, ``test_watch_integration.py``.  Comment
  intent preserved; historical anchors gone.

* **q-6:** Drop the ``del source`` line in ``cli.py``'s
  ``on_user_reminder``; the parallel ``on_tool_reminder`` ignores
  ``tool_call_id`` without ``del`` and the comment alone is enough.

* **perf-4:** Document the SQLite ``render_as_batch=True`` recreate
  cost in migration 050's docstring — first deployment after upgrade
  copies the conversations table twice (one per ``add_column``).
  PostgreSQL is unaffected.

5734 non-live tests pass; ruff + mypy clean.

(cherry picked from commit 7e35050b68)
2026-05-07 17:35:22 -07:00
Patrick Buckley eb92e61755 fix(ui): wrap interactive reminder spans in .msg-body + exclude system-nudge from anchor lookup
Closes round-1 review findings q-3 + q-4 (minor, merged) and bug-3 + bug-4
(nit, merged).

* **q-3 + q-4:** The new ``.msg.user-reminder .msg-body { white-space:
  pre-wrap }`` rule was a no-op on the interactive UI because that
  frontend's ``_buildDefaultReminderBubble`` appended label + text spans
  directly to the outer ``.msg.user-reminder`` element with no
  ``.msg-body`` wrapper.  Coord rendered the same shape with a wrapper.
  The two implementations diverging on DOM structure also meant a
  shared-helper extraction was harder than necessary.  Reconciled by
  wrapping interactive's spans in ``.msg-body`` to match coord; the CSS
  rule now applies to both UIs and the shared-extraction follow-up to
  ``shared_static/cards.js`` is mechanical (deferred per the review
  report — out of scope for this commit).

* **bug-3 + bug-4:** The reminder anchor lookup ``.msg.user`` also
  matched ``.msg.user.system-nudge`` markers because the marker carries
  both classes.  A non-wake reminder fired between a wake marker and
  the next real user message would anchor below the wake marker rather
  than the previous real user message.  Edge case (``/history`` reload
  corrects), but the fix is mechanical: change the selector to
  ``.msg.user:not(.system-nudge)`` in both files.

(cherry picked from commit 869135d97a)
2026-05-07 17:35:22 -07:00
Patrick Buckley 0e2ea122eb fix(memory): wire limit kwarg through load_messages
Closes round-1 review finding perf-2 (minor).

Storage backends accept ``*, limit: int | None = None`` (see
:meth:`StorageBackend.load_messages` at storage/_protocol.py:146) but
the in-memory wrapper at memory.py:82-85 dropped the kwarg, so
callers that wanted to tail-load (e.g. ``session.resume`` against a
long-running coord with hundreds of wake rows + persisted reminder
JSON) were forced to pull every row through the wrapper anyway.

Wraparound is mechanical: signature widens, default leaves existing
callers unaffected.

(cherry picked from commit 885f6a9185)
2026-05-07 17:35:22 -07:00
Patrick Buckley eb9dd2402a fix(session): delete stale 'reminders stay in-memory' comment
Closes round-1 review finding q-1 (major).

The comment block above ``self._attach_pending_user_reminders(user_msg)``
asserted that reminders "stay in-memory only and don't persist across
reloads" — directly contradicted by the comment block immediately below
(at the save_message call site) that explains the new persistence
semantics, plus the actual code that now writes ``_source`` and
``_reminders`` to the conversations row.  Future readers hitting both
blocks would lose trust in the surrounding comments.

The lower block already documents the persistence contract, so the
upper block is just deleted rather than rewritten.

(cherry picked from commit 81502c962f)
2026-05-07 17:35:22 -07:00
Patrick Buckley 0c58910c4b fix(session): preserve _source/_reminders on fork + cap persisted reminder text
Closes round-1 review findings bug-2 (major), perf-1 (minor), perf-6 (nit).

* **bug-2:** ``ChatSession.resume(..., fork=True)``'s bulk-row builder
  silently dropped the ``_source`` and ``_reminders`` side-channel
  data the source workstream had persisted via ``_append_user_turn``.
  Both backends' ``save_messages_bulk`` already accept these keys
  (the columns exist post-migration 050) — the bulk builder just
  didn't supply them.  The fork's resumed transcript would then look
  like the assistant turn answered out of nowhere: every wake marker
  and every reminder bubble that survived to disk on the source got
  dropped on the fork.  New regression test
  ``test_fork_preserves_source_and_reminders`` pins the contract.

* **perf-6:** Extracts ``_encode_reminders(reminders) -> str | None``
  near ``_apply_reminders_for_provider`` so the user-turn save path,
  the tool-turn save path, and the new fork bulk builder share one
  encoder.  Eliminates the drift risk between three near-identical
  ``json.dumps(..., separators=(",", ":")) if X else None`` patterns.

* **perf-1:** The new helper clamps each entry's ``text`` field at
  ``REMINDER_TEXT_STORAGE_CAP = 8192`` characters before encoding so
  a single rogue producer (a watch streaming unbounded shell output,
  a corruption-class steering payload) can't blow the conversations
  row width or the FTS5 index.  The in-memory side-channel keeps the
  full body — only the persisted JSON is clamped.  Mirrors
  ``TOOL_RESULT_STORAGE_CAP`` on tool result rows.

5734 non-live tests pass; ruff + mypy clean.

(cherry picked from commit 91e7f2daca)
2026-05-07 17:35:22 -07:00
Patrick Buckley 2e393d76b4 fix(session): flag persisted reminders delivered on resume
Persisted ``_reminders`` survive ``load_messages`` but the in-memory
``_reminders_delivered`` flag does not (it's session-scoped — set by
``_mark_reminders_delivered`` after each successful provider stream,
never persisted alongside the JSON column).  Without a re-splice
guard at resume time, ``_apply_reminders_for_provider`` would walk
every loaded message, see ``_reminders`` set + the flag falsy, and
splice every historical ``<system-reminder>`` envelope onto the wire
on the very next user turn — leaking each reminder a second time, the
turn after it had already advised.

Mirror the post-stream hook in ``resume()``: every loaded message
that carries reminders has already been delivered (it survived to
disk), so flag it accordingly so ``_apply_reminders_for_provider``
short-circuits on the pass-through path.

Test pins the contract end-to-end — stage a workstream with a
persisted reminder, resume into a fresh session, append a live user
turn, run the wire transform, and assert the historical reminder
body does NOT land in the rendered output.

(cherry picked from commit f1466ca7e3)
2026-05-07 17:35:22 -07:00
Patrick Buckley dec175f176 feat(ui): structured watch-result card + system-nudge marker on replay
User-visible slice of the watch-card UX workstream — combines the
replay-path widening, both frontend renderers, the CSS, and the
cross-cutting Python tests.

server._build_history widens the reminder filter from {type, text} to
project on a known set of optional fields (watch_name, command,
poll_count, max_polls, is_final) and surfaces _source as
entry["source"] when set.  The known-key filter narrows the blast
radius if a future producer accidentally stuffs sensitive fields
into the dict.

SessionUIBase.on_user_reminder takes a new source: str | None kwarg
that rides on the SSE event when set.  _attach_pending_user_reminders
forwards user_msg["_source"] so non-originating tabs see the wake's
"system_nudge" tag and render the thin marker.  Protocol + cli + eval
implementations widen accordingly.

Frontend (coordinator.js + app.js — touched in lockstep per project
memory's "logic that lands in BOTH UIs must touch both files"):
* Branch on r.type === "watch_triggered" for a structured
  .msg.watch-result card with header / $ command / <pre> body /
  poll N/M [· final] footer.
* New addSystemNudgeMarker (interactive) + appendSystemNudgeMarker
  (coord) renders a thin .msg.user.system-nudge anchor for
  wake-driven reminders, both live (source === "system_nudge" on the
  SSE event) and replay (msg.source === "system_nudge").
* Default .msg.user-reminder rendering preserved for every other
  metacog nudge type.

CSS (shared_static/chat.css):
* New .msg.watch-result rules — full-width treatment, cyan accent,
  monospace body with word-break: break-word for mobile.
* New .msg.user.system-nudge rule — thin yellow marker.
* Bonus newline-collapse fix: .msg.user-reminder .msg-body now sets
  white-space: pre-wrap so multi-line shell output / bulleted lists
  stay readable inside the advisory bubble.

Plan reference: docs/design/watch-card-ux.md §4 Steps 9-12 + bonus
CSS §11 (Commit 4).

(cherry picked from commit 6ae6877acc)
2026-05-07 17:35:22 -07:00
Patrick Buckley 592433b46d feat(metacog): structured watch reminders carry watch metadata onto NudgeQueue
WatchRunner._dispatch_result now takes a structured reminder dict
produced by build_watch_reminder() — text matches format_watch_message
verbatim (so compaction / channel adapters / wire splice keep their
behaviour), and watch_name / command / poll_count / max_polls /
is_final ride alongside as queue-entry metadata.

The dispatch closure registered in ChatSession.set_watch_runner pulls
the optional fields out of the dict and passes them to enqueue via
the new metadata kwarg.  Drain seams already merge metadata into the
rendered reminder dict (Commit 2), so the SSE event for a watch fire
now carries the structured fields without further plumbing.

* turnstone/core/watch.py — new build_watch_reminder() helper, _poll_watch
  switches from format_watch_message + dispatch(str) to build_watch_reminder
  + dispatch(dict).  set_dispatch_fn / get_dispatch_fn / restore_fn
  signatures widen from Callable[[str, str], None] to
  Callable[[dict[str, Any], str], None].
* turnstone/core/session.py — dispatch closure builds the metadata dict
  via {k: reminder[k] for k in ("watch_name", "command", ...) if k in reminder}
  and passes it to nudge_queue.enqueue.
* tests/test_watch.py — new TestBuildWatchReminder class pinning the
  builder shape; existing dispatch_fn_registry / restore_fn tests
  updated to dict shape.
* tests/test_watch_dispatch.py — every dispatch(...) call updated to
  pass a structured reminder dict via _reminder() helper; new
  TestMetadataPropagation class pins the metadata-on-enqueue contract.
* tests/test_watch_integration.py — _dispatch_result calls updated to
  dict shape.

Plan reference: docs/design/watch-card-ux.md §4 Step 7 + Step 8 watch-test
subset (Commit 3).

(cherry picked from commit 13db19905a)
2026-05-07 17:35:22 -07:00
Patrick Buckley da5321eb88 refactor(metacog): widen NudgeQueue._Entry with optional metadata field
Producers (today only watch_triggered) can now attach a metadata dict
to a queued nudge so the rendered reminder dict on the user/tool side
carries fields beyond {type, text}.  Wire shape stays additive: the
SSE event picks up the optional fields when present, and producers
without metadata leave it None.

* _Entry grows from 4 fields to 5 — metadata: dict[str, Any] | None.
* enqueue accepts metadata=... as a kwarg.
* drain returns list[tuple[str, str, dict | None]] (was 2-tuples).
* pending stays narrow at (type, text) for legacy callers; new
  pending_with_metadata projects the third slot for tests that need
  to assert producer-specific fields.
* Three drain consumers in session.py — _collect_advisories,
  _attach_pending_user_reminders, deliver_wake_nudge_from_queue —
  unpack the new 3-tuple shape and merge metadata into each
  reminder dict.
* on_user_reminder / on_tool_reminder protocol signatures widen
  from list[dict[str, str]] to list[dict[str, Any]] across
  ChatSession.UI, SessionUIBase, CLI, eval harness.

Plan reference: docs/design/watch-card-ux.md §4 Step 6 + Step 8 _Entry
subset (Commit 2).

(cherry picked from commit 30b7e4dd24)
2026-05-07 17:35:22 -07:00
Patrick Buckley baa2214f96 feat(storage): persist _source + _reminders side-channels on conversations
Adds two TEXT-NULL columns to the conversations table so multi-tab /
multi-device replay sees the same metacognitive bubble shape the
originating tab saw live.  Until now, reminders lived only on the
in-memory ChatSession.messages dict, and the wake-driven empty user
turn was not persisted at all (skip at session.py:2685-2686) — a
second tab connecting via /history saw the assistant turn with no
preceding wake context, and missed every other tab's reminder
bubbles besides.

Single Alembic revision 050 (head was 049) adds:
  * conversations._source — today only "system_nudge" for wake rows
  * conversations._reminders — JSON-encoded reminder list

Both backends (sqlite + postgresql) thread the columns through
save_message / save_messages_bulk / load_messages.  reconstruct_messages
unpacks the row tuple as 9 elements (was 7), JSON-decoding _reminders
on the user AND tool branches with the same contextlib.suppress guard
the existing provider_data / tool_calls decode uses.  Tool-row
reminders ride the same column so tool_error / repeat replay shape
matches user-channel parity.

session.py:2685-2686 wake-row persist skip is dropped; _append_user_turn
JSON-encodes user_msg["_reminders"] and passes both source + reminders
to save_message.  The tool-message save site at session.py:3014-3020
mirrors with metacog_reminders.

Plan reference: docs/design/watch-card-ux.md §4 Steps 1-5 (Commit 1).

(cherry picked from commit f64c3e7b10)
2026-05-07 17:35:22 -07:00
Patrick Buckley 3b60a69e4f fix(console): atomic coord-subsystem commit + offload startup teardown
Address Copilot review feedback on PR #487:

1. **Atomic commit invariant**: ``_bootstrap_coord_subsystem`` previously
   stamped ``coord_mgr`` ~50 lines before the final ``coord_registry``
   commit, and started threads + subscriptions in between.  A concurrent
   dashboard request running through ``_require_coord_mgr`` during the
   runtime-bootstrap window could observe ``coord_mgr`` set with
   ``coord_registry`` still ``None`` and surface the misleading
   "Restart the console after adding a model definition" 503.

   Refactored to two phases: (a) build everything as locals, (b) start
   side-effects (StateWriter / observer / nudge watcher / child fan-out
   / cleanup thread), then atomic commit at the end with ``coord_mgr``
   stamped LAST.  The build-phase ``try/except`` rolls back any started
   side-effects from local handles before re-raising — no daemon thread
   or subscription leaks across retries, and ``app.state`` is never
   stamped on a partial failure.

2. **Class-attr cleanup symmetry**: ``_teardown_partial_coord_subsystem``
   now also clears ``ConsoleCoordinatorUI._coord_mgr`` /
   ``_collector`` / ``_console_metrics`` to match the lifespan shutdown
   path (server.py ~line 4629).  A failed bootstrap (or test teardown
   reuse) no longer leaks process-global pointers at a half-built
   subsystem.

3. **Lifespan startup offload**: the lifespan startup error path used
   to call ``_teardown_partial_coord_subsystem`` synchronously, which
   in turn calls ``StateWriter.shutdown(timeout=2.0)`` — a thread-join
   + sync DB writes that could block the event loop for up to 2s
   while the console is still coming up.  Wrapped the whole
   load-and-bootstrap in ``asyncio.to_thread`` via the new
   ``_load_and_bootstrap_coord_subsystem`` synchronous helper, so all
   blocking work (including any rollback) runs on a worker thread.
   Mirrors the pattern the regular lifespan shutdown (line ~4620) and
   the runtime CRUD-triggered path already use.

Tests:
- ``test_bootstrap_atomic_commit_no_partial_visibility``: a polling
  thread in tight loop watches ``coord_mgr`` / ``coord_registry``
  during a real bootstrap and asserts no observation has ``coord_mgr``
  set with ``coord_registry`` still ``None``.
- ``test_real_bootstrap_rolls_back_partial_state_on_side_effect_failure``:
  monkeypatches ``install_idle_nudge_watcher`` to raise mid-build,
  asserts ``app.state`` shows the clean fresh-install state and the
  builder-failure error string surfaces ``RuntimeError`` (not the
  stale "no models" boot-time message).

(cherry picked from commit c6b4dc26be)
2026-05-07 17:35:22 -07:00
Patrick Buckley 5d1213d3dc fix(console): bootstrap coord subsystem on first model add
A freshly-installed console with no model rows in the DB at boot
caught the ``ValueError`` from ``load_model_registry()`` in the
lifespan and skipped the entire coord subsystem build, leaving
``coord_mgr`` ``None``.  ``_refresh_coord_registry`` then bailed
out at ``existing is None`` rather than building the subsystem on
first model add — operators had to restart the console after
configuring their first model in the admin panel for the
"Coordinator subsystem not initialized" banner to clear.

Extract the lifespan's coord build into a reusable
``_bootstrap_coord_subsystem`` and add ``_maybe_bootstrap_coord_subsystem``
that runs as an ``asyncio.to_thread`` follow-on after every admin
model-CRUD endpoint (create/update/delete/reload).  The helper:

- fast-paths to a no-op when ``coord_mgr`` is already set;
- guards concurrent first-install attempts with
  ``_COORD_BOOTSTRAP_LOCK`` + double-checked re-test inside the lock;
- pre-computes config-derived integers BEFORE any thread starts so
  ``int(config_store.get(...))`` failures don't strand a started
  ``StateWriter`` daemon;
- stamps ``coord_state_writer`` to ``app.state`` immediately after
  ``.start()`` so the new ``_teardown_partial_coord_subsystem`` can
  shut it down on a partial failure (no thread leaks across retries);
- atomically commits ``coord_registry`` + clears
  ``coord_registry_error`` as the final step so callers can rely on
  the invariant ``coord_registry`` is set iff ``coord_mgr`` is set;
- replaces the stale boot-time "no model definitions" message with
  a builder-failure-specific diagnosis (carrying ``type(exc).__name__``)
  on construction failure so the dashboard's 503 banner reflects the
  actual cause.

Both the lifespan path and the runtime-bootstrap path now route
through the same helper and the same teardown on failure.

Tests: 12 new tests covering the helper-level wiring (idempotent
fast-path, missing-prereq parametrised over ``config_store`` /
``collector`` / ``console_metrics``, no-rows error recording, builder
failure error replacement, partial-state teardown), the endpoint
integration, the deterministic concurrent-call lock test (uses an
instrumented lock wrapper that signals when a second acquirer arrives,
so the test fails fast on slow CI rather than depending on a
wall-clock sleep), and a real-builder end-to-end case constructing a
working ``SessionManager`` against a real ``ConfigStore`` + real
``ClusterCollector``.

(cherry picked from commit 3143965e00)
2026-05-07 17:35:22 -07:00
Patrick Buckley 9ae2b376c7 fix(mcp): apply Phase 7b PR #485 review feedback
Two of five Copilot comments on PR #485 were valid; this commit applies
both. The other three (one duplicate of comment 1, plus the INFO-logging
and `_pending`-naming nits) get rationale on-thread and resolution.

1. emit_oauth_failure_audit action now derived from `code` (#485 bug-1)

The Phase 7b refactor generalized `emit_insufficient_scope_audit` →
`emit_oauth_failure_audit`, routing both `mcp_insufficient_scope` AND
generic-403 (`mcp_*_forbidden`) through the same helper. The audit
`action` field stayed hardcoded as
`"mcp_server.oauth.insufficient_scope_emitted"`, mislabeling generic
forbidden events under the insufficient_scope bucket — downstream
alerting / analytics filtering on `action` would silently fold both
categories together.

The action is now selected from `code`:
  * `mcp_insufficient_scope` →
    `mcp_server.oauth.insufficient_scope_emitted` (preserves existing
    alerting consumers)
  * `mcp_tool_call_forbidden` / `mcp_resource_read_forbidden` /
    `mcp_prompt_get_forbidden` →
    `mcp_server.oauth.forbidden_emitted` (new, distinct label)

Detail row continues to carry both `code` and `kind` so operators get
sub-bucket distinction within either action.

2. Resource-listener docstrings cite RFC §3.2 (#485 doc-1)

Per the codebase convention established in Phase 7b round-1 q-1
(`_rebuild_user_prompt_map` corrected §3.2 → §3.3 because prompts are
§3.3 in the MCP spec), resource-related docstrings should cite §3.2.
The three resource-listener docstrings were citing §3.3, and the
"Mirrors `_notify_listeners` for tools (RFC §3.3)" parenthetical in
both `_notify_resource_listeners` and `_notify_prompt_listeners` read
as "tools are at §3.3" — confusing twice over. All four sites now
carry the correct catalog-kind citation explicitly:
  * resource-listener docstrings → "RFC §3.2 (resources)"
  * prompt-listener docstrings → "RFC §3.3 (prompts)"

Tests / lint:
  * 119 passed on 3.13 + 3.11 (targeted MCP OAuth pool tests)
  * ruff + mypy clean on both files

(cherry picked from commit 12cc052bca)
2026-05-07 17:35:22 -07:00
Patrick Buckley b368bdeecc feat(mcp): per-user resource + prompt pool dispatch (Phase 7b)
Extends the Phase 7 per-(user, server) ClientSession pool to cover
RFC §3.2 (resources/read) and §3.3 (prompts/get) on the same shape
already proven for tools/call. Pool discovery is capability-gated so
servers without resources/ or prompts/ stay free of extra round-trips.

API additions / widenings (MCPClientManager):
- ``read_resource_sync(uri, *, user_id=None, timeout=120)`` —
  per-user-first dispatch; falls through to the byte-identical static
  path when ``user_id`` is None or the URI doesn't resolve to an
  ``oauth_user`` pool entry.
- ``get_prompt_sync(prefixed_name, arguments=None, *, user_id=None,
  timeout=30)`` — same dispatch shape; structured-error responses
  surface via ``RuntimeError`` so the agent-loop's ``except Exception``
  block renders the JSON without polluting the prompt-protocol return
  shape.
- ``get_resources(user_id=None)`` / ``get_prompts(user_id=None)`` —
  per-user merged catalogs (admin/global call still passes None).
- ``add_{resource,prompt}_listener`` /
  ``remove_{resource,prompt}_listener`` —  ``user_id`` keyword scopes
  the listener so a pool-only catalog change for one user does not
  wake another user's session.
- ``resource_count_for_user(user_id=None)`` /
  ``prompt_count_for_user(user_id=None)`` — method-form variants used
  by ChatSession's ``read_resource`` / ``use_prompt`` tool gating; the
  legacy ``resource_count`` / ``prompt_count`` properties remain
  static-only for admin paths.
- ``_dispatch_pool_resource`` / ``_dispatch_pool_prompt`` async coros
  — mirror ``_dispatch_pool`` for the new SDK calls; share the
  carrier-race-and-cancel core via ``_dispatch_pool_with_entry_call``.
- ``_handle_auth_403`` extended with ``kind=Literal["tool",
  "resource", "prompt"]`` so the per-operation ``mcp_*_forbidden``
  code surfaces (kind="tool" remains the default for back-compat).
- Pool notification handler now refreshes resources / prompts on
  ``ResourceListChangedNotification`` / ``PromptListChangedNotification``
  via ``_refresh_pool_server_resources`` / ``_refresh_pool_server_prompts``.

ChatSession (``turnstone/core/session.py``) call-site updates:
- 12 sites threaded the session-bound ``user_id`` through
  ``add_*_listener`` / ``remove_*_listener``, ``get_resources`` /
  ``get_prompts``, gating, ``read_resource_sync`` /
  ``get_prompt_sync``, and ``is_mcp_prompt`` so the per-user merged
  catalog drives both the visible-tool set and dispatch.
- ``/mcp`` slash command now lists this user's pool resources and
  prompts alongside tools (Phase 7 already scoped tools).

Scope decisions:
- Per-user-first URI ordering (decision 0.1): the dispatcher attempts
  the user's pool catalog first, falling back to the static catalog
  only when no pool entry resolves the URI / prefixed name. Pool-only
  users never see the static catalog leak into their resolution.
- Method-form ``*_count_for_user`` (vs property) keeps the legacy
  ``resource_count`` / ``prompt_count`` properties intact for admin
  endpoints whose contract is "static catalog size only".
- Shared ``_dispatch_pool_with_entry_call`` helper accepts an
  ``sdk_call: Callable[[ClientSession], Awaitable[Any]]`` closure,
  keeping the entry-locked carrier-race / classification / retry
  plumbing single-source instead of a 3x copy across tool / resource
  / prompt paths.

R6 (anyio uniformity): every pool-side list / read / get path uses
``async with asyncio.timeout(...)`` — ``asyncio.wait_for`` is
forbidden in those paths because it wraps the inner awaitable in a
fresh task and surfaces ``CancelledError`` from inside
``streamablehttp_client``'s anyio TaskGroup on Python 3.11
(per ``feedback_asyncio_timeout_vs_wait_for.md``).

Tests:
- ``test_mcp_pool_auth_resource_integration.py`` — 9 real-transport
  resource tests (FastMCP upstream + ``BehaviorMiddleware``):
  401-refresh-retry success, persistent 401 -> consent_required,
  403+insufficient_scope, 403 generic -> mcp_resource_read_forbidden,
  breaker-isolation under repeated auth failures, missing-token,
  decrypt-failure, http:// URL guard, unknown-URI ValueError.
- ``test_mcp_pool_auth_prompt_integration.py`` — 9 mirror tests for
  the prompt path; structured-error responses verified via
  ``RuntimeError`` payload shape.
- ``test_mcp_user_catalog.py`` — extended unit coverage for per-user
  resource / prompt rebuild + collision policy + symmetric eviction.
- ``test_sessions.py::TestMCPToolGating`` — pool-only-user canary
  asserts ``read_resource`` / ``use_prompt`` stay visible when the
  static catalog is empty but the user has pool entries.

Round-1 review fixes (4-finder review applied, no push yet):
- bug-1: ``_exec_use_prompt`` was hardcoding ``"MCP prompt error: failed
  to invoke prompt"`` — discarding the structured-error JSON that
  ``_dispatch_pool_prompt_sync`` raises via ``RuntimeError``. Now uses
  ``f"MCP prompt error: {e}"`` mirroring ``_exec_mcp_tool``; pool-prompt
  consent_required / insufficient_scope / forbidden errors now reach
  the LLM as intended.
- bug-2 + bug-3: resource template discovery was uncapped —
  ``_cap_server_resources`` covered ``res_result.resources`` but the
  separate ``tmpl_result.resourceTemplates`` loop appended every
  template a server returned. Added ``_MAX_RESOURCE_TEMPLATES_PER_SERVER``
  (1000) + ``_cap_server_resource_templates`` helper, applied at both
  the initial discovery site (``_connect_one_pool``) and the refresh
  site (``_refresh_pool_server_resources``). Mirrors the existing
  ``_MAX_TOOLS_PER_SERVER`` / ``_MAX_PROMPTS_PER_SERVER`` defensive
  ceilings.
- sec-1 + sec-2: ``emit_insufficient_scope_audit`` generalized to
  ``emit_oauth_failure_audit(kind, code, ...)``, called from both the
  insufficient_scope branch AND the previously-silent generic 403
  branch. Audit detail now records ``{"kind": kind, "code": code,
  "scopes_required": [...]}`` so operators can distinguish tool-call
  vs resource-read vs prompt-get 403s in audit logs and so cross-
  tenant probing on the generic 403 path leaves a trail. The Phase 7
  inherited gap (``mcp_tool_call_forbidden`` had the same silence) is
  closed in the same refactor.
- perf-1: pool resource discovery now uses ``asyncio.gather(
  list_resources, list_resource_templates)`` inside the existing
  ``async with asyncio.timeout(...)`` budget — disjoint catalogs, no
  ordering dependency. Typical-case 2-RTT cold-connect resource block
  collapses to 1-RTT. Same change applied at ``_refresh_pool_server_resources``.
- q-1: ``_rebuild_user_prompt_map`` docstring corrected RFC §3.2 →
  §3.3 (resources are §3.2; prompts are §3.3).
- q-2: ``_refresh_pool_server_prompts`` docstring now carries the
  R6 / mcp-loop note that the resource sibling already had — both
  refresh paths now declare the asyncio.timeout invariant explicitly.
- q-5: added the ``_user_resource_map`` / DB-mismatch guard to
  ``read_resource_sync`` for parity with ``get_prompt_sync``. A stale
  per-user map entry with no matching oauth_user row now raises a
  specific ValueError instead of silently falling through to a
  generic ``Unknown MCP resource``.
- q-6: ``_dispatch_pool_with_entry`` (now a single-caller wrapper
  after the ``_dispatch_pool_with_entry_call`` extraction) gains a
  one-line docstring explaining why the wrapper is preserved
  (tool-decode localization + stack-trace identity for debugging).
- q-7: added 1 resource + 1 prompt end-to-end integration test that
  drive REAL discovery + dispatch in the same connect (no
  ``_seed_pool_*_map`` shortcuts), mirroring the tool path's
  ``test_integration_pool_reuse_401_refresh_and_retry_succeeds``.
  The seeded-map tests stay (faster, focused on dispatch); the new
  e2e tests cover the connect-discover-dispatch composition that
  caught Phase 6's carrier-on-entry bug.

Pre-push round-1 review fixes (3-finder review on the final state —
the lesson from Phase 7 round-3's q-1 regression: round-2 catches
what the round-1 apply pass missed):
- q-1 (MAJOR): the bug-1 sibling that round-1 missed —
  ``_exec_read_resource`` was hardcoding ``"MCP resource error: failed
  to read resource"`` while ``_exec_use_prompt`` (post-bug-1) preserved
  the structured-error JSON via ``f"... error: {e}"``. The round-1
  apply pass patched the prompt side but not the resource side. q-5's
  per-user-map / DB-mismatch ValueError was being swallowed at the
  agent loop boundary, defeating the operator-diagnostic intent. Now
  ``_exec_read_resource`` mirrors ``_exec_mcp_tool`` and ``_exec_use_prompt``.
- q-6 (nit): defensive-cap comment block at module-level cited
  "(RFC §3.2)" while covering both resource and prompt list paths;
  prompts are §3.3. Now reads "(RFC §3.2 for resources, §3.3 for
  prompts)" matching the convention the q-1 apply established.
- q-5 (rejected with better justification): the reviewer flagged
  ``_dispatch_pool_with_entry`` as a single-caller wrapper that should
  be inlined. After examination — the autouse fixture
  ``tests/test_mcp_pool_auth_introspection.py::_install_capture_intercept``
  monkeypatches this method to stash ``entry.auth_capture`` for the
  fake call_tool stubs in dispatcher-asserting tests. Inlining would
  redirect the patch to ``_dispatch_pool_with_entry_call`` (different
  kwargs shape) and require re-validating every test that depends on
  the interception. The wrapper IS load-bearing; q-6 docstring updated
  to cite the test-fixture rationale instead of the thin "stack-trace
  identity" claim.

Deferred to follow-up (documented rationale):
- perf-2: single-pass partition for system-message resource list
  (concrete vs templates). Sub-microsecond at expected scale;
  opportunistic-only.
- q-2 (pre-push): ~200 lines of fixture infrastructure
  (``BehaviorMiddleware``, ``_build_server``, ``_seed_oauth_server``,
  ``running_loop_mgr``, etc.) duplicated across three pool-integration
  test files. Real maintenance cost, but a 200-line conftest extraction
  is a focused refactor that earns its own commit / PR. Tracking as
  follow-up rather than balloon Phase 7b's diff further.
- q-3 / q-4 (refactor): extract shared dispatcher / scheduler
  helpers to compress three near-identical 90-line bodies (round-1
  q-3 was the same root cause; the pre-push q-3/q-4 reviewer
  reaffirmed it concretely). Three named methods preserve readability
  for the codebase's hottest correctness path; follow-up if
  duplication grows further or if a per-path divergence ships.
- q-4 (round-1, distinct from pre-push q-4): split pool concerns
  into ``mcp_pool.py``. Out-of-scope per finder; future refactor as
  the file approaches the navigation/merge-conflict threshold.

3.13: 5590 passed (5541 baseline -> +49 net; pre-review +47, q-7
e2e tests added +2). Existing audit-detail tests updated in-place
to expect the new ``kind`` and ``code`` fields.
3.11: 5590 passed (parity gate per ``feedback_pytest_env_parity.md``).

(cherry picked from commit 124615cce0)
2026-05-07 17:35:22 -07:00
Patrick Buckley d767aca784 fix(metacog): atomic cap-and-drop helper for soft-cap producers
Closes PR #484 review findings (Copilot): the soft-cap pattern in
``ChatSession.set_watch_runner``'s dispatch closure was a non-atomic
two-call pair (``count_by_type`` then ``drop_oldest_by_type``) with
two separate lock acquisitions.  A concurrent drain on the worker
thread (``USER_DRAIN`` / ``TOOL_DRAIN`` consuming ``"watch_triggered"``
entries via the ``"any"`` channel) could slip between the two calls,
making the drop a no-op.  The dispatch closure also discarded
``drop_oldest_by_type``'s return value and unconditionally logged
``dropped_oldest=True``, so a no-op drop got reported as a successful
drop.

* New ``NudgeQueue.cap_at_or_drop_oldest(nudge_type, max_depth,
  channel=None) -> bool`` does the count+drop in a single critical
  section.  Returns the actual outcome.

* Dispatch closure (``session.py:1410-1416``) now calls the helper and
  uses its return value to gate the WARNING log line, so the log is
  accurate when a drop did NOT happen.

* ``drop_oldest_by_type``'s docstring no longer overstates the
  per-call lock as covering a count+drop pair — it points readers
  to ``cap_at_or_drop_oldest`` for that contract.

7 new tests in ``TestCapAtOrDropOldest`` cover: below-cap no-op,
at-cap drop-oldest, above-cap drop-only-one (per-call), channel
filter, other-type isolation, ``max_depth <= 0`` defensive no-op,
no-match.

5708 non-live tests pass; ruff + mypy clean.

The github-code-quality bot finding ("Statement has no effect" on
``_protocol.py:939``'s ``...`` body) is a false positive — every
Protocol method in ``_protocol.py`` uses ``...`` as its body, which
is the canonical Python Protocol pattern.  Replacing with ``pass``
would diverge from the file's existing style.  No code change.

(cherry picked from commit c757c22f55)
2026-05-07 17:35:22 -07:00
Patrick Buckley 12bc580dee fix(metacog): factor sanitiser regex tail + trim docstrings + drop tombstone
Closes round-2 review findings q-3, q-4, q-5, q-7.

* **q-4:** ``_NAME_CONTROL_CHARS`` and ``_PAYLOAD_CONTROL_CHARS`` shared
  7 lines of Unicode-steering character classes (zero-width / bidi /
  separators / BOM / tag chars above BMP).  Factored into a single
  ``_CONTROL_CHARS_TAIL`` constant; each regex now differs only in its
  leading ASCII range.  Future bidi or zero-width additions edit one
  place.

  Side effect: this corrects a latent bug where ``_NAME_CONTROL_CHARS``
  had two literal ASCII spaces in place of U+2028 / U+2029 (line and
  paragraph separators) — visible as ``r"  "`` in source but rendered
  as the actual codepoints in ``_PAYLOAD_CONTROL_CHARS``.  After the
  factoring both regexes correctly include U+2028 / U+2029, closing
  the gap that would have let a workstream name with embedded line
  separators forge a sibling bullet (the same vector ``\n`` was
  blocked for in the original bug-1 fix).

  Switched to ``\u`` escapes for readability (and to keep future Edit
  tool runs against this block reliable).

* **q-3:** Tombstone clause "standing in for the deleted
  ``_watch_pending`` maxsize bound" survived in
  ``ChatSession.set_watch_runner``'s docstring after the apply-pass
  trim cleaned the inline soft-cap comment.  Dropped.

* **q-5:** ``test_newline_in_name_does_not_forge_extra_bullet`` carried
  five WHAT-narration comments restating what the immediately-following
  asserts already say.  Dropped — the docstring carries the security
  invariant; the assertions speak for themselves.

* **q-7:** ``patch_session_storage`` had a 14-line docstring including
  fallback-guidance and self-justification ("accumulated 7 near-duplicate
  sites").  Trimmed to a 3-line contract.

(cherry picked from commit 39e0f930c1)
2026-05-07 17:35:22 -07:00
Patrick Buckley aa1446364b test(metacog): drop redundant valid_until test + tighten concurrency bound + cover is_watch_active
Closes round-2 review findings q-1, q-2, q-6.

* **q-1:** ``test_valid_until_drops_when_watch_missing`` collapsed to the
  same code path as ``test_valid_until_drops_when_watch_inactive`` after
  the apply-pass switched the predicate from ``get_watch[active]`` to
  ``is_watch_active`` (both stubbed via ``patch_session_storage(active=False)``).
  The "missing" case has no distinguishable branch at the dispatch
  layer, so dropping it removes a tautological duplicate.  The
  missing-row mapping moves to the storage layer (q-2 below) where it
  IS distinguishable.

* **q-2:** ``is_watch_active`` was a new public storage primitive with
  zero direct backend coverage — only via-session-via-stub coverage.
  New ``TestIsWatchActive`` in ``tests/test_watch_storage.py`` covers
  active row → True, inactive row → False, missing row → False.
  Pinned at the storage boundary so future backend changes fail loudly
  there instead of in the dispatch tests.

* **q-6:** Concurrency test had ``n_threads = 2`` alongside two literal
  Thread objects and a tautological ``assert len(threads) == n_threads``.
  Threads are now built from a labels tuple, so ``len(threads)`` drives
  the slack bound; the redundant assertion is gone.

(cherry picked from commit 751ed9c85f)
2026-05-07 17:35:22 -07:00
Patrick Buckley 21507dc02e fix(metacog): tighten concurrency bound + lift storage-patch helper
Closes review findings bug-4 and q-6.

bug-4 — the watch dispatch concurrency test bounded depth at
``_WATCH_QUEUE_SOFT_CAP + 2 * per_thread`` (= 250) which is
tautologically true: two threads × 100 fires can append at most 200
entries above the cap, so the bound asserted nothing more than what
``depth <= 2 * per_thread`` already says.  Tighten to
``_WATCH_QUEUE_SOFT_CAP + N_THREADS`` (= 52): the count-then-drop window
admits at most one slip per concurrent thread.

q-6 — 7 near-duplicate ``monkeypatch.setattr(session_mod, "get_storage",
lambda: _StubStorage())`` sites across ``test_watch_dispatch.py`` +
``test_watch_integration.py`` (4 different stub shapes, mostly trivial
variations on the active flag).  Lift a ``patch_session_storage``
helper into the existing ``tests/_helpers.py`` with kwargs for the
common cases (``active``, ``raise_on_is_active``), returns the call list
so call-shape assertions still work.  Tests collapse from ~10-line
inline-class blocks to one-line helper calls.

(cherry picked from commit 20c4dfaca6)
2026-05-07 17:35:22 -07:00
Patrick Buckley a0ed4b9897 fix(metacog): drop watch_id rebind + trim soft-cap inline comment
Closes review findings q-2 and q-5.

q-2 — ``bound_watch_id = watch_id`` rebind was unnecessary.  ``_dispatch``
is constructed fresh per fire (not in a loop), so ``_still_active``
closes over the function parameter directly without any
loop-variable-capture risk.  Drop the rebind.

q-5 — the inline soft-cap comment restated rationale already covered by
the ``_WATCH_QUEUE_SOFT_CAP`` block-comment at module scope and dragged
in a tombstone reference to the deleted ``_watch_pending`` path.  Trim
to one line stating only the WHY (drop-oldest because latest output is
most useful).  Leave the ``set_watch_runner`` docstring's operational
detail at lines 1356-1378 alone — trimming further risks losing the
``valid_until`` predicate semantics.

(cherry picked from commit 28d9bb4802)
2026-05-07 17:35:22 -07:00
Patrick Buckley ab8ee0d759 test(metacog): integration coverage for _watch_restore_fn closure
Closes review finding q-4.

The closure built inside ``server.py``'s ``_watch_restore_fn`` is the
new contract surface introduced by the switchover — it constructs a
fresh ChatSession, calls ``session.resume(ws_id)`` to adopt the
original ws_id, re-registers the dispatch closure via
``set_watch_runner``, and returns ``WatchRunner.get_dispatch_fn`` for
the runner to invoke directly.  No automated coverage exists today;
a future refactor (e.g. swapping ``manager.create + session.resume``
for ``manager.open``) could silently break the watch-restore pipeline.

Adds ``test_watch_dispatch_through_restore_fn_lands_on_rehydrated_session``
to ``tests/test_watch_integration.py`` — drives the full restore path:
persists a kickoff message for the original ws_id, fires
``_dispatch_result`` against a runner with no registered dispatch fn,
asserts the restore_fn ran exactly once, the rehydrated session is a
distinct object that adopted the original ws_id, and the watch payload
landed on the rehydrated session's NudgeQueue (not on the original).

(cherry picked from commit ed1eaee216)
2026-05-07 17:35:22 -07:00
Patrick Buckley d34f6cd0b1 fix(metacog): is_watch_active storage primitive for hot-path valid_until
Closes review finding perf-1.

The watch dispatch closure's ``valid_until`` predicate fires once per
watch entry at every drain seam — on the chat-loop hot path.  It only
needs the ``active`` flag, but ``storage.get_watch`` runs a full-row
``SELECT *`` and marshals the result into a dict.  At the typical drain
depth (cap-50 + a busy chat loop) that's ~50 throwaway dict allocations
per drain pass for one boolean.

Adds ``StorageProtocol.is_watch_active(watch_id) -> bool`` plus
SQLite + Postgres implementations doing a single-column
``SELECT active FROM watches WHERE watch_id = ?`` (returns False on
missing row).  ``_still_active`` in ``ChatSession.set_watch_runner``
now calls that instead of indexing into the full row.

Test stubs that mocked ``get_watch`` for the predicate are converted
to mock ``is_watch_active`` directly.  Bulk variant deferred — single-row
fix is sufficient at typical drain depths.

(cherry picked from commit 3b495eba15)
2026-05-07 17:35:22 -07:00
Patrick Buckley b219c47ba8 fix(metacog): NudgeQueue.count_by_type primitive + channel-aligned soft cap
Closes review findings perf-2, q-3, bug-3.

The watch dispatch closure's soft-cap pre-check materialised the whole
queue snapshot via ``pending(channel="any")`` only to throw away the
text and count the type — wasteful at typical drain depths (cap-50 +
mixed producers means a 50-tuple allocation per fire just to read a
length).  The other half of the cap pair (``drop_oldest_by_type``)
walked the *whole* queue regardless of channel, so a future producer
that enqueued ``"watch_triggered"`` on a different channel could be
dropped by the watch cap, and vice versa — silently surprising once
that producer existed.

Adds ``NudgeQueue.count_by_type(nudge_type, channel=None) -> int`` that
walks ``_items`` once under the queue lock without materialising
tuples; extends ``drop_oldest_by_type`` to take an optional ``channel``
filter so both halves can agree on the entry set being capped.  The
watch dispatch closure now passes ``channel="any"`` to both —
consistent with where the closure enqueues — so a future channel split
can't bleed across producers.

Adds ``TestCountByType`` mirroring the existing ``TestDropOldestByType``
shape, plus a ``test_drop_oldest_by_type_channel_filter`` case pinning
the new optional argument's behaviour.

(cherry picked from commit e5e6e13307)
2026-05-07 17:35:21 -07:00
Patrick Buckley d770a811a8 fix(metacog): drop test_watch_live.py — defer R9 to operator-driven verification
Closes review finding q-1.

The live-marker scaffold in ``tests/test_watch_live.py`` couldn't actually
run as written: the ``live_client`` / ``live_model_id`` fixtures it
referenced live in ``tests/test_server_live.py`` at ``scope="module"``,
not on a shared ``conftest.py``, so the file would have ImportError'd
at collection if anyone ever tried ``pytest -m live`` against it.

Lifting the fixtures into a shared conftest is a larger refactor
than R9 justifies — the deterministic envelope-arrival contract is
already pinned end-to-end by ``test_watch_fires_then_user_send_drains_envelope``
and ``test_three_back_to_back_watch_fires_drain_into_one_turn`` in
``test_watch_integration.py`` (real ChatSession + real WatchRunner +
real chat-loop drain).  The model-quality-of-response leg is genuinely
manual; the plan doc's R9 entry is updated locally to reflect that
deferral.

(cherry picked from commit 68a44cc7e2)
2026-05-07 17:35:21 -07:00
Patrick Buckley 912e9c57b0 fix(metacog): split sanitiser regex — strict for names, permissive for payloads
Closes review finding bug-1.

The shared ``sanitize_payload`` regex preserved TAB/LF/CR so multi-line
watch shell output kept its layout — necessary for the watch path, but a
correctness gap for the idle_children formatter, which renders the
user-controlled ``name`` field as a single bullet item.  A child name
with an embedded ``\n`` would split the bullet across two rendered rows
and let a hostile name forge a fake sibling entry in the listing.

Splits the regex in two: ``_NAME_CONTROL_CHARS`` strips TAB/LF/CR
(used by the new ``sanitize_name`` helper for single-line name fields),
``_PAYLOAD_CONTROL_CHARS`` keeps the existing permissive shape (used by
``sanitize_payload`` for multi-line watch payloads).
``format_idle_children_nudge`` now calls ``sanitize_name``.

Adds ``test_newline_in_name_does_not_forge_extra_bullet`` — feeds a
hostile name with embedded ``\n`` + bullet-shaped continuation, asserts
the rendered listing still has exactly N bullet rows for N children
(no forged sibling), and the hostile newline got flattened to an inline
space.  Adds a ``TestSanitizeName`` class mirroring the existing
``TestSanitizePayload`` shape for the new strict variant.

(cherry picked from commit e596650a5c)
2026-05-07 17:35:21 -07:00
Patrick Buckley d7c6053441 fix(metacog): drop misleading _watch_restore_fn comment
The deleted comment claimed the closure may be registered "under the
rehydrated workstream's id, which may differ from the original ws_id we
restored against" — but ``ChatSession.resume(ws_id, fork=False)`` adopts
the parameter as the session's id at session.py:1682, so they match
exactly post-resume.  The lookup works because the ids are equal, not
because they may differ.

The accessor name ``get_dispatch_fn`` is self-explanatory; no replacement
comment is needed (per the project's "default to no comments" rule).

(cherry picked from commit d2028aa4f7)
2026-05-07 17:35:21 -07:00
Patrick Buckley e7a17a20b0 test(metacog): watch switchover boundary integration + live scaffold
Adds two boundary-crossing integration tests and one live-marker
scaffold for the watch switchover landed in the previous commits:

tests/test_watch_integration.py — drives a real ChatSession + real
WatchRunner end-to-end (LLM stubbed) through the unified pull-model
chat-loop drain seam.  Pins:

- test_watch_fires_then_user_send_drains_envelope: a synchronous
  WatchRunner.dispatch fire enqueues "watch_triggered" on "any";
  session.send drains the entry into the user message's _reminders
  side-channel — confirms the envelope splice path.
- test_three_back_to_back_watch_fires_drain_into_one_turn: pins the
  intentional behavioural delta from the plan section 3.4 / risk
  register R3 — N back-to-back fires now produce ONE assistant turn
  with N _reminders entries, not N successive turns.

tests/test_watch_live.py (new file, single test, marked @pytest.mark.live):
risk register R9 verification recipe — confirm a real LLM handles a
<system-reminder>-framed watch payload sensibly.  Collects under the
regular -m "not live" run; the user runs it on demand against an
Anthropic-backed config.

Implements watch-switchover plan section 5.2 (integration) and step 11
(live scaffold).

(cherry picked from commit 17c62f7ef3)
2026-05-07 17:35:21 -07:00
Patrick Buckley 931a1eca9d test(metacog): NudgeQueue-based dispatch tests for watch closure
Replaces the deleted tests/test_watch_dispatch.py with a focused
14-test suite exercising the closure that ChatSession.set_watch_runner
now constructs (per the previous commit's switchover).  Each test
pins one assertion:

- enqueue shape: ("watch_triggered", text, "any") on the per-session
  NudgeQueue; not on user / tool channels
- producer-side sanitisation strips control / bidi / zero-width chars
  and angle-bracket tag breakers; preserves TAB/LF/CR so multi-line
  shell output keeps its layout (R8); empty-after-strip → no enqueue
- soft-cap drop-oldest at _WATCH_QUEUE_SOFT_CAP with a queue_full
  WARNING log; non-watch entries on the same queue are not collateral
  damage
- valid_until predicate drops on inactive / missing / storage-raises;
  delivers when active (counter-test)
- concurrent enqueues across two threads stay bounded under the
  3-acquisition count-then-drop window

Implements watch-switchover plan section 5.1 / step 9.  No production
changes — pure test rewrite.

(cherry picked from commit 7ca00b564c)
2026-05-07 17:35:21 -07:00
Patrick Buckley 048285a423 feat(metacog): switchover — watches enqueue onto NudgeQueue not _watch_pending
Replaces the bespoke _make_watch_dispatch / _watch_pending /
_dispatch_pending_watch / _MAX_WATCH_CHAIN machinery with a single
NudgeQueue.enqueue("watch_triggered", ...) call inside
ChatSession.set_watch_runner.  Watch results now drain at the same
<system-reminder> envelope seams as every other metacog nudge
(USER_DRAIN, TOOL_DRAIN, IdleNudgeWatcher IDLE wake) — no separate
worker-spawn, no recursive watch chain, no per-session queue.Queue.

The dispatch closure built inside set_watch_runner carries:
- producer-side sanitize_payload over the whole formatted message
  before enqueue, so steering-vector / control-char shell output
  can't tamper with the envelope at interpolation time
- a soft cap of 50 entries on per-session "watch_triggered" depth
  via the new NudgeQueue.drop_oldest_by_type, replacing the prior
  _watch_pending maxsize=20 + _MAX_WATCH_CHAIN=5 bounds; drop policy
  is drop-oldest (latest output most useful), logged at WARNING
- a valid_until predicate that re-checks
  storage.get_watch(watch_id)["active"] at drain time so a cancelled
  watch's last splat doesn't ride out a future wake

Behavioural delta documented in the plan section 3.4: N back-to-back
watch fires now drain into ONE assistant turn responding to all N
(via the envelope splice) instead of N separate send turns.  This is
intentional — fewer model invocations for noisy watches, and uniform
with the rest of the metacog pull-model surface introduced by #482.

Implements watch-switchover plan steps 5-8.  Server-side simplifications
let the previously-load-bearing _make_watch_dispatch (47 lines), its
session_worker.send import, and the chat-loop _dispatch_pending_watch
seam at the no-tools IDLE branch all disappear.  The obsolete
tests/test_watch_dispatch.py and the wake-tag test in test_session.py
(both pinning contracts that no longer exist) are removed; the
NudgeQueue-based replacement plus an integration test land in the
following commit.

(cherry picked from commit 94ed79d488)
2026-05-07 17:35:21 -07:00
Patrick Buckley 481347eb17 refactor(metacog): widen WatchRunner dispatch_fn signature to (msg, watch_id)
Widens the per-workstream dispatch fn signature from ``(message,)``
to ``(message, watch_id)``.  The runner now passes the originating
``watch_id`` through ``_dispatch_result`` so dispatch closures can
capture per-watch metadata at fire time — the upcoming switchover
needs this for the ``valid_until`` predicate that re-checks
``storage.get_watch(watch_id)["active"]`` before a stale entry rides
out a wake.

Also adds ``WatchRunner.get_dispatch_fn(ws_id)`` as the public
accessor used by the server-side restore path to retrieve the
closure that ``set_watch_runner`` constructed during workstream
rehydrate (avoiding private-attr access into ``_dispatch_fns``).

Implements watch-switchover plan step 4 plus risk register R4.
The pre-existing single-arg callers (``_make_watch_dispatch`` and
``set_watch_runner``'s ``dispatch_fn=`` fallback) get replaced
in the next commit; their mypy types are ``Any`` today so the
type mismatch isn't caught at this step.

(cherry picked from commit 195ff985cc)
2026-05-07 17:35:21 -07:00
Patrick Buckley 31a554a4bd refactor(metacog): shared sanitize_payload + watch_triggered nudge type
Renames _sanitize_child_name to sanitize_payload and widens it to be
the shared producer-side sanitiser for both idle_children and the
incoming watch_triggered nudges.  The regex now skips TAB / LF / CR
so multi-line shell output rendered into a watch payload keeps its
line structure when sanitised as a whole formatted message — the
pre-switchover code path collapsed multi-line output to one line.

Adds the watch_triggered entry to _NUDGE_MAP alongside idle_children
so ``_NUDGE_MAP``-as-registry consumers (should_nudge gating, future
audit / UI tagging) recognise the type.  Body is empty — payload
comes from the producer (the watch dispatch closure), same shape as
idle_children.

Implements watch-switchover plan section 3.2 plus risk register R8
(TAB/LF/CR exclusion) and step 3 (_NUDGE_MAP registration).

(cherry picked from commit 78ae7ae6b5)
2026-05-07 17:35:21 -07:00
Patrick Buckley af2c0ae13a feat(metacog): NudgeQueue.drop_oldest_by_type helper for soft-cap producers
Adds an atomic drop-oldest-by-type operation to NudgeQueue used by
producers that need a per-type soft cap on their own queue depth.
The watch dispatcher (next commit in this stack) is the first user:
when "watch_triggered" saturates, the dispatch closure drops its
oldest entry under the queue lock so the count snapshot and drop
can't interleave with a concurrent enqueue from the same producer.

Implements watch-switchover plan section 3.1 — the producer-side soft
cap takes the place of the deleted _watch_pending maxsize=20 bound.
Other producers (idle_children, advisories) have natural rate limiters
already, so the helper is opt-in per producer rather than a global cap
in enqueue itself.

(cherry picked from commit 74f1958e47)
2026-05-07 17:35:21 -07:00
Patrick Buckley 0808dc0af0 fix(mcp): apply Phase 7 PR review feedback
Three Copilot findings on PR #483 (commit dad98c0); one rejected as a
false positive.

- mcp_client.py:1189 — pool notification handler's exception path
  used ``log.warning(..., exc_info=True)`` which serializes the
  chained ``httpx.Request.headers`` carrying ``Authorization: Bearer
  <token>`` into Sentry / faulthandler frame captures. Same threat
  model as the round-1 sec-1 dispatch-path fix, applied to a site
  the original review missed. Now logs structured fields only
  (server, user, exc type) without ``exc_info``.

- mcp_client.py:1202 — ``_connect_one_pool``'s handshake step used
  ``asyncio.wait_for(session.initialize(), ...)``, the same Python
  3.11 + anyio cross-task-cancel-scope anti-pattern that the
  Phase 7 round-3 q-1 fix removed from the discovery step (and that
  f6a3b66 originally addressed for ``_safe_close_stack``). Pre-
  existing Phase 5 code, but the same latent bug class — a 401
  during initialize() under 3.11 would surface ``RuntimeError:
  Attempted to exit cancel scope in a different task`` as the
  SDK's TaskGroup unwinds. Switched to ``async with asyncio.timeout(...)``
  matching the discovery step's pattern.

- mcp_client.py:1522 — renamed loop tuple-unpack variable
  ``_server_name`` → ``server_name`` in ``_rebuild_user_tool_map``.
  The leading underscore conventionally signals "intentionally
  unused", but the variable is read at the assignment a few lines
  below. Two other ``_server_name`` unpacks in this file (1410,
  3111) genuinely don't use the value and keep the underscore.

Rejected as false positive:
- test_mcp_user_catalog.py:58 (github-code-quality bot, "Statement
  has no effect"): ``await task`` inside ``contextlib.suppress(
  BaseException)`` is the standard pattern for cleanly draining a
  cancelled task. The bot's static analysis treats ``await`` of a
  result that's discarded as a no-op statement, but ``await`` here
  triggers cancellation propagation and waits for the task to
  finish — load-bearing in the fixture's teardown. No change.

Verified on Python 3.11 (``/tmp/venv311``) and 3.13 (``.venv``):
ruff + mypy clean, full test suite green.

(cherry picked from commit 62909d402c)
2026-05-07 17:35:21 -07:00
Patrick Buckley cfc8a6c8c0 feat(mcp): per-user catalog scoping (Phase 7 — tools)
Light up production reachability of pool dispatch (RFC §3, invariant 8)
by widening the public catalog API to optionally take a ``user_id``:

- ``MCPClientManager.get_tools(user_id=None)`` returns the merged
  static + per-user pool view when ``user_id`` is supplied; the default
  preserves the legacy global-only contract.
- ``is_mcp_tool(name, *, user_id=None)`` extends the lookup to the
  per-user ``_user_tool_map``. Pool tools become reachable from
  ``ChatSession._prepare_tool`` only when the session-bound user_id
  flows through — flipping invariant 8 from "must hold" to "satisfied".
- Listener identity becomes ``(user_id, callback)``. Static-path
  changes fire ALL listeners (admin + every user); pool-entry
  changes fire only matching-user + admin (``None``) listeners.
  RFC §3.3.
- Pool sessions discover their tool list on first connect
  (``_connect_one_pool`` → ``await session.list_tools()``); the
  notification closure binds to ``(user_id, server_name)`` so
  push-driven ``list_changed`` updates target the correct user's
  catalog. R6 verified empirically: ``list_tools()`` 401 propagates
  through anyio TaskGroup unwinding, no hang — plain ``await`` is
  fine, no carrier-race shape needed for discovery.
- ``_evict_session`` drops ``entry.tools`` and rebuilds the user's
  index so an evicted-then-reconnected session doesn't carry
  stale catalog state.
- ``web_search.resolve_web_search_client`` refuses
  ``auth_type=oauth_user`` backends (per-node web search can't
  carry per-user tokens).

Resources / prompts pool dispatch deferred to Phase 7b — invariant 8
is satisfied by the tool path alone, and the resource/prompt path
needs sibling ``_dispatch_pool_resource_sync`` /
``_dispatch_pool_prompt_sync`` helpers each with their own
carrier-race plumbing (~400 LOC). Phase 7b will follow the patterns
established here.

CLI sessions default ``user_id=""`` and so cannot use oauth_user
MCP servers — documented limitation; users must use the web UI.

Round-1 review fixes (4-finder review applied, no push yet):
- bug-1: get_tools(user_id) was iterating _user_pool_entries from sync
  threads while the mcp-loop concurrently mutated it (RuntimeError:
  dictionary changed size during iteration). Now reads from a sibling
  _user_tools dict updated atomically by _rebuild_user_tool_map.
- bug-2: _close_pool_entry_if_idle (LRU/TTL eviction) skipped the
  catalog cleanup that _evict_session does — stale tools persisted
  in _user_tool_map and ChatSession's tool list never rebuilt. Now
  mirrors _evict_session.
- perf-1: _last_pool_notification_refresh debounce dict was never
  pruned in either eviction path. Now popped alongside the entry.
- perf-3: web_search resolver was issuing a sync SQL query per LLM
  turn to gate oauth_user backends. Now reads from the cached
  in-memory config.
- sec-1: bearer token could leak into exc_info-rendered tracebacks
  via Sentry/faulthandler. log.debug now uses structured fields,
  not exc_info.
- sec-2: tools-per-server response now capped at 1000 (defensive,
  mirrors _MAX_ERROR_LEN / _MAX_INSUFFICIENT_SCOPE_REPORTED).
- Test cleanup: dropped two listener fan-out tests duplicating
  test_mcp_client.py coverage; renamed test_pool_session_notification_handler
  to match its actual scope (_refresh_pool_server_tools); removed
  stale comments referencing /tmp/r6-spike*.py scratchpads and a
  misleading "copy-on-write" comment.

Round-2 pre-push review fixes (focused single-pass review applied):
- round2-1: bug-2's catalog-cleanup block in _close_pool_entry_if_idle
  had no integration test (exactly the failure mode flagged in
  feedback_tests_through_boundaries.md). Added
  test_close_pool_entry_if_idle_clears_catalog_and_fires_listener
  driving the LRU/TTL eviction path through real streamablehttp_client +
  MockTransport. Negative-test verified: reverting the
  _rebuild_user_tool_map / _notify_user_tool_listeners calls makes
  the new test fail.
- round2-3: documented the _oauth_user_server_names cache invariant
  in add_server_sync / remove_server_sync docstrings. Cache is
  reconcile_sync's sole owner — direct callers leave it stale, but
  _db_servers_to_config strips oauth_user rows so production paths
  are unaffected. Static→oauth_user transitions correctly leave the
  name in the cache because remove_server_sync drops the static
  connection, not the cache identity.
- round2-6: strengthened test_rebuild_user_tool_map_populates and
  test_rebuild_user_tool_map_drops_empty_user to assert on the
  _user_tools sibling cache (bug-1 fix). Without this, a future
  revert dropping the sibling write would still pass the unit
  tests because get_tools coverage lives in separate tests.

Round-3 full-stack review fixes (multi-stage review on the final
state caught what the layered apply passes missed):
- q-1 REGRESSION: pool tool-discovery used asyncio.wait_for around
  session.list_tools(), the exact pattern the f6a3b66 fix (and
  feedback_asyncio_timeout_vs_wait_for.md) put in place to avoid.
  Python 3.11's asyncio.wait_for wraps the inner coroutine in a
  fresh task → cross-task scope-exit when the SDK's anyio TaskGroup
  unwinds on a 401. Switched to `async with asyncio.timeout(...):`
  pattern used by _safe_close_stack.
- sec-2: TOCTOU in _connect_one_pool — entry.tools was published
  (via _rebuild_user_tool_map + listener fan-out) BEFORE entry.session
  was assigned. A sync-thread reader could observe a tool whose
  backing entry has session=None. Defence-in-depth — dispatch
  re-fetches its own token and lazy-reconnects on session=None — but
  reordering catches the race at the source. entry.session now
  publishes BEFORE catalog visibility.
- bug-1: _close_pool_entry_if_idle's _user_pool_locks.pop ran
  unconditionally after the try/finally, but the early-return
  branches (entry None on re-check, in_flight > 0 under lock) skip
  it via Python's return-through-finally semantics. The lock was
  never popped on those paths. Now gated behind an `evicted` flag
  set only on the success path; in_flight > 0 leaves the lock for
  the active dispatcher to reuse, entry-None races leave the lock
  for re-allocation by _ensure_pool_entry. Comment now describes
  the actual semantics, not the original promise.
- bug-2: softened the _rebuild_user_tool_map docstring's atomicity
  claim. The two-dict write is technically non-atomic across Python
  statements; in practice the window is sub-microsecond on the
  mcp-loop with no awaits between writes, and the listener fan-out
  fires AFTER both writes complete. Docstring now says "back-to-back
  on the mcp-loop" instead of "atomically alongside".
- q-3: dropped `hasattr(mcp_client, "server_auth_type")` defensive
  check in web_search.py. The method ships in this commit; the
  hasattr created a silent fallthrough that would let a future
  rename silently re-enable oauth_user backends.
- q-4: surfaced the CLI / empty-user_id limitation in a docstring
  comment at ChatSession.__init__'s self._user_id assignment. The
  note previously lived only inside is_mcp_tool's docstring — a
  future maintainer wiring CLI features against MCP pool servers
  wouldn't think to read is_mcp_tool to find the constraint.
- q-2 + q-5: deleted a tautological duplicate test in
  test_mcp_user_catalog.py whose docstring claimed to test
  ChatSession.close but never instantiated a ChatSession (the
  manager-level identity semantics are already covered by
  test_listener_identity_includes_user_id in the same file and by
  test_session_close_removes_listener_with_same_user_id in
  test_mcp_client.py which DOES drive a ChatSession). Reworded a
  misleading "fixture provides only 5s" comment to point at the
  actual `_run_on_loop(..., timeout=5)` site.
- q-6: the `self._user_id or None` collapse repeated at 8 sites
  across session.py. Cached once at __init__ as
  ``self._mcp_user_id`` (since ``_user_id`` is set once and never
  mutated); 8 call sites now read the cached value. The empty-
  string-is-CLI-sentinel invariant is documented at the assignment
  site, not re-asserted at each consumer.

Deferred to follow-up:
- sec-1: a hostile MCP server bound to user-A could craft a
  tool.name containing `__` to synthesize a prefixed-name collision
  in user-A's own catalog. Bounded impact: cross-tenant dispatch is
  prevented by the per-tenant token gate in _dispatch_pool, and
  user-B's get_tools(user_id="B") never includes user-A's pool
  entries. The fix needs policy decisions (reject vs. sanitize)
  and touches _mcp_to_openai which is shared between static and
  pool paths; better discussed in its own follow-up where the
  policy applies uniformly to static-path servers too. The threat
  model already requires user-A to have consented to a malicious
  server, who has many more dangerous vectors than tool-name
  shenanigans.

Test count delta: +31 tests (5435 → 5466, ``-m "not live"``; one
test deleted in round-3 apply per q-2):
- ``tests/test_mcp_client.py`` +20 (per-user catalog state, listener
  identity, session thread-through)
- ``tests/test_mcp_user_catalog.py`` +9 NEW (integration tests
  driving real ``streamablehttp_client`` + ``httpx.MockTransport`` per
  invariant 14: discovery on connect, user isolation, eviction +
  reconnect, LRU/TTL eviction (round2-1), R6 401-propagation
  regression, static byte-identical canonical regression; review
  passes dropped duplicate listener fan-out tests from earlier
  drafts whose coverage lived in test_mcp_client.py)
- ``tests/test_web_search.py`` +2 (oauth_user backend rejection +
  static backend acceptance regression; updated to use the new
  ``server_auth_type`` in-memory accessor)

(cherry picked from commit a8b34bfe54)
2026-05-07 17:35:21 -07:00
Patrick Buckley 266e3536aa fix(metacog): bot-review fixes — watcher gate + two stale docstrings
Three confirmed findings from the PR #482 bot review pass.

* **Copilot (idle_nudge_watcher.py)**: ``IdleNudgeWatcher`` was gating
  wake dispatch on ``len(_nudge_queue) == 0`` (any channel), but
  ``deliver_wake_nudge_from_queue`` only drains ``USER_DRAIN``.  A
  ``"tool"``-channel entry queued by ``_queue_tool_advisory`` would
  pass the gate, spawn a wake daemon, and immediately no-op at the
  drain guard — repeating on every IDLE event for as long as the
  tool entry sat unconsumed.  No correctness bug (the no-op return
  prevents bad state) but a wasted thread spawn per IDLE.  Fixed by
  gating on ``has_pending(USER_DRAIN)``; tool-only queues no longer
  trigger the wake path.

* **Copilot (coordinator_idle_observer.py)**: docstring referenced
  the old module path ``turnstone.core.metacognition.IdleNudgeWatcher``;
  the class moved to ``turnstone.core.idle_nudge_watcher`` in q-3 of
  the apply-pass.

* **Copilot (nudge_queue.py)**: ``has_pending`` docstring cited
  ``ChatSession.deliver_wake_nudge_from_queue`` as its caller, but
  that method calls ``drain(USER_DRAIN)`` directly — no production
  caller used ``has_pending`` until this commit.  Updated to point
  at the now-actual caller (``IdleNudgeWatcher``).

* **github-code-quality (test_nudge_queue.py)**: false positive on
  ``test_channel_is_required`` — the no-channel ``q.enqueue("a", "1")``
  call is wrapped in ``pytest.raises(TypeError)`` to verify the
  validation contract.  No code change.

5571 non-live tests pass; ruff + mypy clean.

(cherry picked from commit 0fbf31e713)
2026-05-07 17:35:21 -07:00
Patrick Buckley 42bf9aecaf fix(metacog): apply-pass fixes from pre-push full-stack review
Round-2 review caught 11 confirmed findings on the 3-commit metacog stack;
this commit applies them.

* **bug-1 (major)**: Wake source tag was leaking onto real user messages
  flushed during a wake send.  ``_append_user_turn`` and ``send`` now
  take an explicit ``from_wake: bool`` parameter — only the wake's
  synthesized first turn passes True, so ``_flush_queued_messages``'s
  real user input no longer inherits the audit tag.  Regression test
  pins the contract.

* **perf-1 (major)**: ``CoordinatorIdleObserver._maybe_enqueue`` was
  issuing list_workstreams + visible_memory_count storage queries
  before the cheap cooldown gate could short-circuit.  New
  ``_cooldown_allows`` read-only peek runs first; storage queries only
  fire when cooldown actually allows the nudge.

* **q-1 (major)**: Added the missing coord-side integration test that
  exercises ``CoordinatorIdleObserver`` + ``IdleNudgeWatcher`` together
  in the production install order against a real ``SessionManager``,
  protecting the subscription-order contract from silent regression.

* **perf-2/3 (minor)**: Cap check moved above ``_last_assistant_used_wait``;
  ``_fire_counts`` restructured as ``dict[str, dict[str, int]]`` keyed by
  ws_id so the leave-IDLE existence check is O(1).

* **perf-4 (minor)**: ``NudgeQueue.drain`` fast-paths the all-match
  case (the common one for chat-loop drain seams) by swapping
  ``self._items`` directly instead of allocating a fresh ``kept``
  deque + per-entry append.

* **perf-5 (minor)**: Wake's synthesized empty user turn no longer
  writes a content-empty row to the conversations table — the
  ``_source`` audit tag isn't column-backed and the side-channel
  reminder is stripped before persist, so the row would carry nothing.

* **q-3 (minor)**: Split ``IdleNudgeWatcher`` + ``install_*`` /
  ``shutdown_*`` helpers out of ``metacognition.py`` into the new
  ``turnstone/core/idle_nudge_watcher.py``; metacog stays a
  static-template module.

* **sec-1 (nit)**: Widened ``_sanitize_child_name``'s control-char
  regex to cover Unicode bidi-overrides, zero-width chars,
  line/paragraph separators, BOM, and tag chars.

* **q-4/q-5 (nits)**: Docstring referenced the wrong peek primitive
  (``has_pending`` → ``len()``); ``_last_assistant_used_wait``'s
  ``session`` parameter now typed ``ChatSession``.

5571 non-live tests pass; ruff + mypy clean.

(cherry picked from commit 3f106f98b2)
2026-05-07 17:35:21 -07:00
Patrick Buckley 191775dd7e feat(metacog): coord idle-children nudge — observer + valid_until predicates
Adds the first concrete consumer of the wake trigger: when a coordinator
goes IDLE while interactive children are still running, a
``CoordinatorIdleObserver`` enqueues an ``idle_children`` nudge that the
``IdleNudgeWatcher`` then dispatches as a synthetic empty-user-turn
``send``.  The model receives a system-reminder body listing the active
children (capped at 6 inline + 32 in the suggested ``wait_for_workstream``
call) and a nudge to block on them rather than reply prematurely.

Observer gates (in order): coord-only filter, skip if last assistant
turn used ``wait_for_workstream``, per-(ws, nudge_type) hard cap (3)
that resets only on non-wake leave-IDLE, active-children query,
``should_nudge`` cooldown.  Console lifespan registers the observer
BEFORE the watcher so subscriber-fire order has the observer
enqueueing first on the same IDLE event.

Adds an opt-in ``valid_until`` predicate on ``NudgeQueue.enqueue``
(R9 from the design risk register) — drain re-checks the predicate
outside the queue lock; falsy / raising drops the entry without
delivering it.  ``deliver_wake_nudge_from_queue`` now drains inline
before synthesizing the empty user turn so a stale predicate-drop
doesn't leave the wake send with empty content; ``_attach_pending_user_reminders``
consumes the pre-drained reminders via ``_wake_drained_reminders``.

The observer's ``valid_until`` uses ``count_workstreams_by_state``
(boolean check, no row fetch) instead of full ``list_workstreams``,
keeping the chat-loop user-attach path off the heavy query.

User-controlled child workstream names are sanitized
(``_sanitize_child_name``) before interpolation so a name like
``</thinking>...`` can't steer the model's reasoning channels through
the rendered body — the wire-boundary ``escape_wrapper_tags`` only
covers ``<system-reminder>`` / ``<tool_output>`` envelopes.

(cherry picked from commit 908e67fe4f)
2026-05-07 17:35:21 -07:00
Patrick Buckley c41fd2be2e feat(metacog): wake trigger — IdleNudgeWatcher + ChatSession.deliver_wake_nudge_from_queue
Adds the third metacog channel: an out-of-band wake that converts a
workstream's IDLE transition into a synthetic empty-user-turn ``send``
when the session has any-channel nudges queued.  The ``IdleNudgeWatcher``
subscribes to ``SessionManager.subscribe_to_state``; on IDLE it dispatches
via ``session_worker.send`` with a no-op ``enqueue`` callback so a
busy-worker race silently drops without spawning a competing worker.

Wake-source-tag plumbing on ``ChatSession`` short-circuits metacog
detection on the synthetic empty input, suppresses queue producers
during the wake's own tool dispatch, and stamps ``_source = "system_nudge"``
on the synthetic user-message for audit / replay distinction.  The tag
is saved / restored across ``_dispatch_pending_watch`` so watch chains
recursing off the wake are processed as normal user turns rather than
inheriting the wake's guards.

Generic ``install_idle_nudge_watcher`` / ``shutdown_idle_nudge_watchers``
helpers wire the watcher into both the interactive and coord lifespans
via a single ``app.state`` registry so both surfaces share the same
teardown contract.

Foundation for PR 3 (CoordinatorIdleObserver + idle_children formatter)
and PR 4 (watch dispatcher switchover).

(cherry picked from commit f0e7fea549)
2026-05-07 17:35:21 -07:00
Patrick Buckley 1787fb5c11 refactor(metacog): unify advisory channels into pull-model NudgeQueue
Replaces the dual `_pending_user_advisories` / `_pending_tool_advisories`
list pair with a single channel-tagged `NudgeQueue` per session.
Producers tag entries with a channel ("user", "tool", or "any");
consumers drain by channel filter at their existing seams. Foundation
for the wake trigger (PR 2) and coordinator idle-children nudge (PR 3).

Existing nudges (start, correction, completion, denial, resume,
tool_error, repeat) keep their wire shape and drain timing — zero
behavior change. Cancel paths now `clear()` the unified queue.

(cherry picked from commit 94b3720916)
2026-05-07 17:35:21 -07:00
Patrick Buckley 814c42763d fix(mcp): asyncio.timeout (not wait_for) for safe-close-stack on Python 3.11
Python 3.11's ``asyncio.wait_for`` wraps its inner coroutine in a fresh
``asyncio.Task`` via ``ensure_future``. When the inner is
``stack.aclose()`` on an ``AsyncExitStack`` containing
``streamablehttp_client(...)`` (anyio cancel scopes entered in the
calling task), the fresh task's attempt to exit those scopes raises
``RuntimeError('Attempted to exit cancel scope in a different task
than it was entered in')``. Python 3.12+ rewrote ``wait_for`` to use
``asyncio.timeout`` internally — runs in the current task — so 3.13
ran the same code path successfully.

Symptom on 3.11: integration tests where ``session.initialize()``
returns 4xx (e.g., 403 insufficient_scope tests) hit
``_connect_one_pool``'s ``except Exception:`` handler →
``_safe_teardown_on_connect_failure`` → ``_safe_close_stack`` → cross-
task RuntimeError. The ``concurrent.futures._base.CancelledError``
that surfaces in ``future.result(timeout=...)`` is the cascade
fallout from the asyncio loop's exception handler reacting to the
unretrieved-task-exception.

Fix: use ``asyncio.timeout`` instead of ``asyncio.wait_for`` for the
5s aclose bound. Equivalent semantics, current-task execution, works
on 3.11+. The 5s guard against ``aclose()`` hanging on a broken stack
is preserved.

Verified on Python 3.11.14 (full suite 5427 passed) and 3.13.7 (full
suite 5427 passed); all 9 integration tests pass on both.

Pre-existing bug — surfaced only after the marker fix in 5c9850c
let CI's test (3.11) actually run the 4xx tests.

(cherry picked from commit f6a3b66ea4)
2026-05-07 17:35:21 -07:00
Patrick Buckley 242596ced3 fix(mcp): pool-reuse 401 — entry-owned carrier + race-and-cancel
Two pre-existing defects in the Phase 6 pool dispatch path that only
manifest when a pooled session is reused for a second dispatch:

1. The per-dispatch _AuthCapture allocated in _dispatch_pool was wired
   into the httpx response hook only at first connect (via
   _connect_one_pool). On a reused session no fresh connect runs, so
   the hook continues writing to the original-connect's carrier while
   the new dispatch inspects an empty carrier — auth_401/403 silently
   misclassified to "other", refresh-and-retry never fires.

2. Even with the carrier on the entry (so the hook writes to a stable
   reachable object), session.call_tool itself hangs forever on
   upstream 4xx for reused sessions. Trace: SDK's spawned
   handle_request_async raises HTTPStatusError, the outer
   streamablehttp_client TaskGroup cancels post_writer, post_writer's
   finally aclose's read_stream_writer, BaseSession's _receive_loop
   exits and enters its CONNECTION_CLOSED-fanout finally. anyio's
   send_nowait skips waiting receivers with pending_cancellation; the
   dispatch task (created by run_coroutine_threadsafe for the reuse
   case) is NOT in any cancel-scope chain, so the send "delivers" but
   the receiver's Event is set on stale state — receive() never
   wakes. Test 21 doesn't hit this because its 401 happens during
   initialize, in the same task that opens streamablehttp_client, so
   the cancel scope DOES propagate.

Fix:
- Move _AuthCapture ownership to PoolEntryState (and asyncio.Event
  alongside, allocated lazily on the mcp-loop). The hook closes over
  entry.auth_capture at first connect and stays valid across
  dispatches; reset under open_lock before each call_tool.
- Race session.call_tool against the carrier's fired_event in
  _dispatch_pool_with_entry. If the event wins (hook captured 4xx
  before SDK propagated), cancel call_tool and raise an internal
  _CarrierAuthSignal — _classify_failure resolves to auth_401/403
  via the carrier's status, the dispatcher evicts the broken
  session, and the cross-task retry handshake reconnects on a fresh
  bearer.

Adds tests/test_mcp_pool_auth_integration.py::test_integration_pool_reuse_401_refresh_and_retry_succeeds
which drives the reuse path through real upstream + real SDK and is
the structural gate against this class regressing. Negative-tested
twice: revert PoolEntryState.auth_capture → test fails (carrier
empty); revert the race → test times out (SDK hang).

Also drops the @pytest.mark.asyncio decorator (replaced with
@pytest.mark.anyio) on four tests in test_mcp_pool_auth_introspection.py.
The project depends on anyio's pytest plugin (anyio is in deps);
pytest-asyncio is NOT a project dep and CI's test (3.13) failed on
those four. Local pytest happened to pick it up via system Python.

Found via Copilot review on PR #481.

(cherry picked from commit 97086fc617)
2026-05-07 17:35:21 -07:00
Patrick Buckley bde0913442 feat(mcp): SDK 401/403 introspection via httpx response hook
Phase 6 of OAuth-MCP. Recovers upstream 401/403 from MCP servers via a
capturing httpx_client_factory: an async response hook records 4xx
status + WWW-Authenticate header into a per-dispatch carrier before
the SDK's post_writer swallows the underlying httpx.HTTPStatusError.

Splits _classify_failure into auth_401 (refresh-and-retry once) vs
auth_403 (parse insufficient_scope, emit mcp_insufficient_scope with
parsed scope set). The 401 retry runs on a fresh asyncio.Task via
run_coroutine_threadsafe in _dispatch_pool_sync, escaping the anyio
cancel-scope state of the prior dispatch's TaskGroup.

WWW-Authenticate parsing extracted to a new mcp_http_parsers module
with an RFC 7235 challenge tokenizer (replaces hand-rolled substring
scanners). Two-layer defense against multi-Bearer-challenge injection:
the hook uses get_list("www-authenticate")[0] to drop attacker's
second challenge, the parser truncates at challenge boundary as
belt-and-braces. Scope set capped at 32 entries before hitting the
audit row or the LLM-visible structured-error JSON.

Auth failures (401/403) never trip the per-server circuit breaker
(server-only breaker invariant). Static path remains byte-identical.
_PgRefreshLock untouched. Pool dispatch still reachable from the
agent loop only via Phase 7 catalog scoping; Phase 6 behaviour is
testable via direct call_tool_sync.

5557 tests pass. 33 tokenizer unit tests in tests/test_mcp_http_parsers
cover the RFC 7235 grammar + the scope/error wrappers + the 4 KB input
cap. 7 integration tests in tests/test_mcp_pool_auth_integration drive
real upstream 401/403 through streamablehttp_client + a FastMCP
subprocess fixture — the structural exit gate that makes
HTTPStatusError-injection-only unit tests insufficient.

(cherry picked from commit db9260d8c4)
2026-05-07 17:35:21 -07:00
Patrick Buckley 570b198f1b fix(man): accept canonical name(section) page notation
Models often emit page references in the standard man-page form
(``printf(3)``, ``open(2)``, ``perlfunc(3pm)``) rather than splitting
them into ``page`` + ``section`` args. The page-name sanitizer was
rejecting the parens as invalid input, killing the call. Parse the
section out of the page string before sanitization (explicit
``section`` arg still wins) and widen the section validator to accept
multi-letter suffixes like ``3pm`` / ``3perl`` that already appear on
real systems.

(cherry picked from commit 39a6b7b447)
2026-05-07 17:35:21 -07:00
Patrick Buckley 96d935f1f7 fix(mcp): cancellation-safe orphan-lock drain + lock-reorder + test integrity
Phase 5 PR #479 review fix-up. Three review rounds (bot + two internal
multi-stage /review) caught:

- _PgRefreshLock now allocates a per-instance ThreadPoolExecutor instead of
  a module-global single-worker one. The global shape preserved psycopg2
  thread-affinity but serialized every advisory-lock acquire on the node
  behind one thread, even for unrelated (user, server) keys.
- get_user_access_token_classified flips to `async with lock, pg_lock:` so
  concurrent same-key callers serialize on the in-process asyncio.Lock
  before allocating the pg_lock's per-instance executor + spin loop. N
  concurrent same-key callers collapse to one executor allocation.
- _drain_orphan_pg_lock no longer re-awaits the cancelled asyncio Future
  from `__aenter__`. It receives the underlying concurrent.futures.Future
  and re-wraps it via asyncio.wrap_future, getting an independent asyncio
  Future tied to the worker outcome. This way cancellation of the awaiter
  doesn't poison the drain's wait, and the drain genuinely waits for the
  worker to settle before deciding whether to call cm.__exit__.
- Module-level _pg_refresh_drain_tasks set holds strong refs to in-flight
  drains (asyncio's task set is weak — fire-and-forget tasks could be GC'd
  mid-cleanup; RUF006 hazard).
- Drain narrows except clauses to Exception so a drain-task cancellation
  records as cancelled instead of being silently logged as 'completed
  normally with no acquire'.

Test integrity (was a major finding in round 2 — old generator-based cm
let the test pass via GC finalization timing rather than drain logic):

- New _ObservableLockCm class-based context manager whose __exit__ is a real
  observable method (records call args + thread). Distinguishable from
  GeneratorExit thrown by GC of a generator-based cm.
- Strong external ref to the cm via created_cms list — keeps cm alive past
  the test's awaits, so a no-op drain genuinely fails the assertion rather
  than papering over via GC timing.
- Deterministic drain wait via _pg_refresh_drain_tasks gather — no
  fixed-duration sleeps.
- _run_cancel_scenario helper drops the duplicated setup between the two
  cancellation tests.

Negative-test verified: replacing _drain_orphan_pg_lock body with `return`
makes test_pg_refresh_lock_cancellation_releases_on_same_thread fail with
'drain did NOT call cm.__exit__ — orphan Postgres lock + open transaction'.

Other fixes: protocol docstring corrected to describe pg_try_advisory_xact_lock
spin + retry (was claiming pg_advisory_xact_lock blocking acquire);
get_user_access_token_classified docstring rewritten for new lock order;
narrow `except BaseException` -> `except Exception` in
test_mcp_user_pool.py concurrent-dispatch helper.

882 tests pass (MCP + auth + storage). ruff + mypy clean.

(cherry picked from commit 3eb9d22ad5)
2026-05-07 17:35:21 -07:00
Patrick Buckley 1a1043c4df feat(mcp): per-(user, server) ClientSession pool with OAuth dispatch
Phase 5 of OAuth-MCP — adds a per-(user, MCP-server) ClientSession
pool to MCPClientManager alongside the existing static-server path,
gated entirely on the per-server `auth_type='oauth_user'` config.

Pool architecture:
- `_user_pool_entries: dict[(user_id, server_name), PoolEntryState]`
  with lazy connect on first dispatch, per-key asyncio.Lock allocated
  on the mcp-loop, idle eviction coroutine (default 600s TTL, LRU cap
  200), and an `in_flight` counter as the eviction interlock so live
  calls can never be torn down mid-flight.
- `_dispatch_pool` runs the token-state machine: missing token →
  `mcp_consent_required`; key-rotation decrypt failure →
  `mcp_token_undecryptable_key_unknown` with NO consent prompt and NO
  auto-delete; expired token → silent refresh under per-(user, server)
  advisory lock; refresh failure → revoke + consent.
- `_classify_failure` separates transport (trips breaker) from auth
  401/403 (does NOT trip breaker — server-only invariant) from
  protocol (no breaker change).
- `entry.open_lock` held only across connect-or-reuse and released
  before the `await session.call_tool` so concurrent calls from one
  user against one server overlap (validated by Spike 1 scenario 2).

Auth-class failures are fail-soft in Phase 5: any 401/403 surfaced by
the SDK propagates to the agent as a tool error and the next dispatch
reconnects on a fresh refresh. Real introspection of upstream 401/403
is a Phase 6 concern — the MCP SDK's `streamable_http` post_writer
swallows `httpx.HTTPStatusError` upstream, so detecting status from
the response chain requires `McpError(CONNECTION_CLOSED)` payload
parsing or a custom httpx middleware around `streamablehttp_client`.
The mid-flight 401 refresh-retry path and the `mcp_insufficient_scope`
structured error for 403 step-up land together in Phase 6, gated by
an integration test that drives a real upstream 401/403 (the unit-
test injection of `HTTPStatusError` is what masked the production gap
on the first apply-findings pass — the integration test is the
structural gate so the gap can't reopen). RFC §1.5 steps 4-5 and the
phase table in §Implementation phases reflect this scope split.

Multi-node refresh contention:
- New `StorageBackend.acquire_advisory_lock_sync` Protocol method.
  SQLite returns nullcontext (single-node, in-process asyncio.Lock
  is sufficient). Postgres uses `pg_try_advisory_xact_lock` with
  retry on a fresh per-attempt connection, so waiters don't pin pool
  connections during the AS roundtrip. Inner try/except + nested
  finally ensures conn is always returned to the pool, even when
  begin / execute / yield / commit raises mid-body.
- Lock ordering: pg_advisory outer, asyncio.Lock inner. Re-read after
  lock collapses cluster-wide contention to one HTTP roundtrip per
  (user, server) per refresh window.
- `_PgRefreshLock` enter/exit pinned to a single-worker
  ThreadPoolExecutor so SQLAlchemy connection state stays
  thread-affine across cancellations.

Token storage refactor:
- `get_user_access_token_classified` returns a tagged TokenLookupResult
  (Token / MissingToken / DecryptFailure / RefreshFailed) so the
  dispatcher maps each state to the right user-facing error.
- `get_user_access_token` is now a thin wrapper around the classified
  variant; the previous duplicated state machine is gone.

Security:
- Pool dispatch + admin endpoints reject `http://` URLs for
  `auth_type='oauth_user'` servers (only exact loopback hostnames are
  exempt — `*.localhost` is intentionally NOT honored because RFC 6761
  localhost-zone resolution is configuration-dependent and could route
  bearers to non-loopback IPs via custom resolvers / hosts file /
  Docker overlays). Validated at three layers:
  `_dispatch_pool` (structured `mcp_oauth_url_insecure` error),
  `_connect_one_pool` (defensive ValueError), and
  `admin_create_mcp_server` / `admin_update_mcp_server` (400 before
  storage write).
- Admin URL change on an oauth_user row purges per-user OAuth tokens
  bound to the old URL: bearers are bound (via OAuth resource /
  audience) to the URL active at consent time, so silently rebinding
  them to a new URL is a token-binding violation. Re-consent forces
  fresh issuance for the new resource.
- Encryption-key fingerprints stay in audit logs only; no longer
  surfaced in agent-facing error payloads.

User_id thread-through:
- `MCPClientManager.call_tool_sync(..., user_id=None)` (additive;
  default None preserves the static path byte-identically).
- `ChatSession._exec_mcp_tool` passes `self._user_id or None`.
- `set_app_state(app_state)` setter wires OAuth state at lifespan
  startup, called from both turnstone-server and turnstone-console.

Performance:
- LRU cap eviction iterates `_user_pool_entries` (not
  `_user_pool_last_used`) so pre-dispatch entries are eligible.
- Eviction batch closes via `asyncio.gather` instead of serial await.
- `_resolve_pool_target` returns the resolved server row to
  `_dispatch_pool` to eliminate the second DB lookup.
- Production reachability of pool dispatch is gated on Phase 7
  (catalog scoping) wiring pool tools into `_tool_map`; until then
  pool dispatch is reachable only via direct `call_tool_sync` with a
  prefixed name (the path the new pool tests exercise).

Hardening parity preserved:
- Static path (auth_type ∈ {none, static}) byte-identical; PR #296
  hardening (SDK #2147 mitigations, anyio cancel-scope, stale-session-
  and-stack guard, server-only circuit breaker) intact.
- `test_reconnect_preserves_static_state_identity` unchanged + green.
- `MCPTokenStore.get_user_token` does not auto-delete on
  MCPTokenDecryptError (key-rotation safety).
- Notification debounce stays manager-level.
- Connect-failure cleanup factored into
  `_safe_teardown_on_connect_failure` shared by both connect paths.

Tests: 5475 → 5493 (+18). New file `tests/test_mcp_user_pool.py`
plus additions to test_mcp_oauth_refresh.py, test_mcp_admin_api.py,
and test_mcp_client.py covering: pool data structures, lazy connect,
eviction TTL + LRU + lock interlock, dispatch state machine (token
states), failure classification, http-rejection at dispatch and
admin layers, URL-change-purges-tokens (sec), concurrent dispatch on
one (user, server), pg_advisory lock parity, and user_id threading.

Phase exit criterion (synthetic load test 50 users × 3 servers × LRU
30 × 1000 calls × 200 evictions) deferred to a post-Phase-5 fitness
spike that runs against a staging deployment with real FDs and real
network behaviour, not a CI mock — same shape as Spike 1's
pre-Phase-0 SDK validation.

Out-of-scope for Phase 5 (Phase 6+): SDK-level 401 refresh-retry +
403 `mcp_insufficient_scope` (Phase 6), per-user catalog scoping
(Phase 7), consent UX SSE event + dashboard renderer (Phase 8),
admin UI status indicators (Phase 9).

(cherry picked from commit 4db7d9c6cf)
2026-05-07 17:35:21 -07:00
Patrick Buckley 55aab54774 test(mcp): SDK 1.27 concurrency spike for per-(user, server) pool
Spike artifact validating MCP SDK behavior before Phase 5 builds the
per-(user, MCP-server) ClientSession pool. Three scenarios, all pass:

1. N=20 concurrent ClientSession instances against the same URL — no
   FD blow-up, no shared transport state, each session's tools/list
   returns independently.

2. Two concurrent tools/call on a shared ClientSession with
   interleaving payloads — request_id demux works under contention.

3. Per-session Authorization header isolation across 5 sessions —
   httpx connection pooling does not cross headers between sessions,
   so per-session bearer tokens reach the server unmixed.

Outcome gates the Phase 5 architecture (lazy dict[(user_id,
server_name), ClientSession] + per-key asyncio.Lock + LRU eviction).
Had any scenario failed, the fallback was per-call header injection
(Alternative F in the OAuth-MCP RFC).

Spike-only — not collected by pytest. Run manually:

  uv run python tests/spike_sdk_concurrency.py

(cherry picked from commit e695a98c54)
2026-05-07 17:35:20 -07:00
Patrick Buckley 0f8c8b38a3 fix(mcp): pin OAuth return_url + sanitise read-scope status
Addresses ten findings on the Phase 4 OAuth-MCP commit: four from the
PR #478 review surface, plus six surfaced by a follow-up multi-stage
review of the first round of fixes. Two of the latter were genuine
security regressions in the very code that claimed to close those
holes.

Security
--------

- _validate_return_url now pins return_url same-origin against the
  configured oidc_config.redirect_base instead of request.url. Behind
  a permissive front proxy that did not normalise Host, an attacker
  could spoof Host and provide a matching absolute return_url to mint
  an open redirect off /api/mcp/oauth/start. Same fix pattern as
  PR #476 OIDC.
- Reject return_url values containing literal backslashes or starting
  with `//` up front. urlparse leaves backslashes inside `path`, so a
  value like `/\evil.example/foo` slipped through the path-only branch
  and became the protocol-relative `//evil.example/foo` after WHATWG-
  conformant browsers normalised the backslash — re-introducing the
  open redirect the same-origin pin was meant to close.
- internal_mcp_status (read-scoped) projects through a new
  _strip_server_status_for_read helper that drops the verbose `error`
  text and replaces it with a coarse `has_error` boolean. The error
  string is built as `f"{type(exc).__name__}: {exc}"` and so carries
  stdio binary paths (FileNotFoundError) or internal MCP URLs
  (httpx.ConnectError) — equivalent to leaking command/url, which
  this same patch deliberately strips. Approve-scoped refresh and
  reconnect callers continue to receive the full `error` text via
  the existing _strip_server_status helper.
- internal_mcp_status now returns the projected (sanitised) entries
  for every server in mcp_mgr.get_all_server_status() instead of
  emitting the un-sanitised dict that included `command` (stdio argv)
  and `url` (remote MCP endpoint). Sibling refresh/reconnect endpoints
  already used _public_server_status to strip these.
- internal_mcp_status docstring documents the trust boundary — server
  enumeration to read scope is intentional so dashboards can render
  per-server indicators; verbose error detail and command/url remain
  approve-scoped.

Correctness / UX
----------------

- _validate_return_url comparison normalises (scheme, host, port)
  before equality. Lowercases hostname and collapses the scheme's
  default port, so `https://App.Example.COM/x` and
  `https://app.example.com:443/x` are recognised as same-origin
  with `redirect_base = https://app.example.com` instead of being
  silently downgraded to the `/` fallback.
- mcp_crypto startup-gate error message now names both
  `mcp_token_encryption_keys` (rotation list) and
  `mcp_token_encryption_key` (single) so an operator using rotation
  isn't misled into thinking only the singular form is valid.

Cleanup
-------

- Delete the unused _KNOWN_TRUSTED_ENDPOINT_HOSTS legacy re-export
  shim in oidc.py (zero callers — a no-op that survived the Phase 4
  oauth_ssrf extraction). Sphinx :data: docstring reference at
  validate_discovered_endpoint updated to point at
  turnstone.core.oauth_ssrf.KNOWN_TRUSTED_OAUTH_ENDPOINT_HOSTS
  directly. The Google multi-origin allowlist is unaffected — it
  lives at the canonical name and is read from oauth_ssrf.py:164.
- test_mcp_oauth_handlers TestValidateReturnUrl imports
  _validate_return_url at module level instead of repeating the
  import inside each test method.
- test_server_lifespan_mcp_crypto replaces a fragile
  `messages.count("mcp_token_encryption_key") >= 2` substring trick
  with `re.search(r"mcp_token_encryption_key(?!s)", messages)` —
  asserts the singular form directly via negative lookahead.

Tests
-----

5448 pass (+13 vs the prior tip):

- TestValidateReturnUrl gains backslash-bypass, protocol-relative,
  default-port, uppercase-host, and explicit-port-mismatch cases
  alongside the original same-origin / cross-origin / scheme-
  mismatch / path-only cases.
- TestInternalMcpStatusEndpoint asserts the `error` text never
  reaches the read-scope wire (binary-path FileNotFoundError no
  longer appears anywhere in the rendered response) and that the
  coarse `has_error` boolean lights up correctly on the failed
  server.
- TestInternalMcpStatusEndpoint also pins the no-mcp-client path to
  `{"servers": {}}`.
- _routes_with_internal extended to include the
  /api/_internal/mcp-status route so the new tests can exercise it
  through TestClient.
- Existing test_startup_aborts_with_oauth_user_row_and_no_key
  strengthened to require both singular and plural key names appear
  in the error log.

(cherry picked from commit 62bbc332af)
2026-05-07 17:35:20 -07:00
Patrick Buckley b0f7029ff1 feat(mcp): per-(user, server) OAuth 2.1 + PKCE flow
Lands the OAuth flow that uses the token-at-rest store from the prior
commit: discovery (RFC 9728 PRM + RFC 8414 AS metadata with operator-
override precedence), PKCE S256 (mandatory — refuse AS without it),
RFC 8707 resource indicator on every authorize and token request,
RFC 7591 minimal one-shot dynamic client registration, authorization-
code exchange, refresh-token grant with re-read-after-acquire single-
flight lock, and the /v1/api/mcp/oauth/{start,callback} endpoints
mounted on both server and console.

Refactored:
- validate_url_no_ssrf, validate_discovered_endpoint, is_localhost,
  effective_port, sanitize_log_text moved out of oidc.py into a shared
  oauth_ssrf module; oidc.py re-exports for compatibility. The shared
  helpers also expose async wrappers (validate_url_no_ssrf_async,
  validate_discovered_endpoint_async) so OAuth-MCP discovery — invoked
  from async handlers — does not block the event loop on the
  synchronous socket.getaddrinfo call.
- MCPTokenStore.get_oauth_client_secret reader path added (the prior
  commit was write-only)
- Storage protocol gains create/pop/cleanup_*_mcp_oauth_pending_state
  and get_mcp_oauth_client_secret_ct (mirror OIDC pending-state
  pattern: SQLite BEGIN IMMEDIATE select-then-delete, Postgres atomic
  DELETE...RETURNING)

Refresh-grant correctness:
- When the AS omits refresh_token (RFC 6749 §6 — MAY rotate), the
  existing refresh value is preserved at the OAuth-flow layer rather
  than cleared, so production ASes (Google, Auth0 default, Okta) don't
  force re-consent every hour
- expires_in accepts int, float, str-with-decimal — earlier int-coerce
  through str() failed on float and silently dropped expiry tracking
- The refresh-grant `resource=` parameter (RFC 8707) is the canonical
  MCP server URL, not the audience. Audience and resource are distinct
  concepts; using audience as resource would mismatch the AS RS
  allowlist.

Audience handling:
- _validate_token_audience accepts str or tuple; the callback resolves
  accepted_audiences = {server_url, oauth_audience} and validates
  against the set, so Auth0-style ASes that honor `audience=` (not
  RFC 8707 `resource=`) issue tokens that pass audience-bound
  validation
- build_authorize_url emits both `resource=` (RFC 8707) and
  `audience=` (Auth0-style) per server config; comment documents which
  AS implementations need which form

Security hardening:
- redirect_uri pinned to oidc_config.redirect_base instead of the
  request Host header — closes the same Host-header injection PR #476
  fixed for OIDC. Both /start and /callback return 503 with operator-
  actionable hint when redirect_base is unset
- DCR registration runs under per-server asyncio.Lock with re-fetch
  inside the lock, so concurrent /start callers don't both register
  and overwrite each other's client_id (the second user's code is no
  longer rejected on callback)
- /callback error branch pops the pending state row before redirecting
  so a leaked state can't be replayed against a separately-obtained
  code in the 60s cleanup window
- WWW-Authenticate Bearer parser handles RFC 7235 quoted-string
  escapes (\" and \\) instead of the naive [^"]+ regex
- AS-controlled response bodies and error_description query params go
  through sanitize_log_text before reaching exception messages or
  audit details. AS error responses are parsed for the standard
  RFC 6749 fields (error, error_description, error_uri), each
  capped at 80 chars and run through redact_credentials to defend
  against ASes that echo the request body back into their error
  payload.
- oauth_as_issuer_cached is re-validated against the SSRF guard on
  read; on rejection the column is cleared and PRM rediscovery runs
- DCR / token-endpoint / refresh-endpoint response bodies cap at 64
  KiB (PRM/AS metadata cap stays at 256 KiB) so a hostile or
  malfunctioning AS can't exhaust client memory.
- oauth_client_secret operator input capped at 1024 chars at the
  admin-form boundary; longer plaintext rejected with 400.
- /start and /callback responses stamp `X-Frame-Options: DENY` so the
  redirected pages can't be framed by attacker sites.
- delete_user cascades to mcp_user_tokens and mcp_oauth_pending so
  user deletion no longer leaves dangling per-user OAuth state.
- Renaming or deleting an oauth_user MCP server purges per-user
  tokens and pending OAuth state for the previous server name
  (delete_mcp_oauth_rows_by_server_name). The OAuth tables key on the
  mutable server_name; without this purge, a future server with the
  same name (and an attacker-controlled URL) would silently rebind
  prior user tokens. A future schema migration will replace the
  server_name key with a server_id FK + ON DELETE CASCADE.
- get_user_access_token catches MCPTokenDecryptError (raised when no
  installed key can decrypt the row, e.g. after key rotation) and
  falls through to None so dispatch surfaces a re-consent rather than
  crashing.
- oauth_user MCP server rows are skipped in the static auto-connect
  path. Auto-connecting them at startup with empty headers fails the
  AS check and trips the circuit breaker; per-user tokens come online
  lazily once the user has consented.

Audit (mcp_server.oauth.* prefix):
- consent_started, consent_completed, consent_failed, token_refreshed,
  token_revoked, dcr_registered. _audit_event is async and wraps
  record_audit in asyncio.to_thread so the audit write doesn't block
  the event loop. resource_id on the audit row is the immutable
  server_id (PK UUID) so admin-driven server renames don't break
  event correlation; server_name is exposed in detail for cross-
  reference. dcr_registered detail.has_secret reflects whether the
  DCR-issued secret was actually persisted (the prior code reported
  has_secret=true even on persistence failure).
- _admin_mcp_action audits the immutable server_id, not the mutable
  server_name (which is what the column is — the table's PK was
  always server_id).
- All OAuth-flow log keys use the mcp_server.oauth.* prefix to match
  the audit-action taxonomy.

Lifespan close-order in turnstone.server and turnstone.console.server
is reversed (LIFO) — mcp_oauth → mcp_crypto → oidc — to match init
order.

Deferred until the upcoming per-user pool integration:
- Multi-node refresh-lock contention via pg_advisory_lock
- DCR re-register on token-endpoint 401 (the dispatch path surfaces
  those 401s)
- TTL-LRU caching of decrypted plaintext access tokens
- DNS-rebinding hardening (httpx Transport pin) — documented as
  limitation in oauth_ssrf module docstring

Tests: 7 new test files / ~85 new tests covering discovery precedence
+ PRM quoted-string parsing, PKCE round-trip, SSRF helper extraction,
authorize/callback handlers including 503-on-no-redirect-base + DCR
concurrency + JWT audience polymorphism + callback-error-pops-pending,
refresh single-flight lock, refresh resource-vs-audience regression,
decrypt-error fallthrough, _db_servers_to_config skipping oauth_user,
pending-state CRUD round-trip.

(cherry picked from commit 29c42c1427)
2026-05-07 17:35:20 -07:00
Patrick Buckley a4c335d7bf feat(mcp): token-at-rest encryption layer for OAuth-MCP
Phase 3 of docs/design/oauth-mcp.md. Adds the Fernet/MultiFernet wrapper,
[security] config loader with rotation support, MCPTokenStore CRUD facade,
typed MCPTokenDecryptError that maps to the RFC's mcp_token_undecryptable_
key_unknown class, and a startup gate that fails loud when auth_type=
'oauth_user' rows exist without a configured encryption key.

Crypto module (turnstone/core/mcp_crypto.py):
- MCPTokenCipher wraps cryptography.fernet.Fernet + MultiFernet for
  rotation; encrypt with first key, decrypt by trying each in order
- load_mcp_token_cipher_config reads [security] mcp_token_encryption_keys
  (plural list) or mcp_token_encryption_key (singular), validates each
  key is base64-decodable to exactly 32 bytes
- MCPTokenCipherConfig is repr=False with custom __repr__ that redacts
  raw key bytes (defense in depth against accidental log/traceback leak)
- _key_fingerprint produces an 8-hex-char SHA-256 prefix for audit
  attribution without exposing the key
- MCPTokenStore handles encrypt-on-write / decrypt-on-read for
  mcp_user_tokens and mcp_servers.oauth_client_secret_ct
- get_user_token MUST NOT auto-delete the row on MCPTokenDecryptError
  (test_get_user_token_with_wrong_key_raises_decrypt_error verifies
  the row stays intact across a key-mismatch read)
- initialize_mcp_crypto_state / close_mcp_crypto_state lifespan helpers
  shared between server and console

Storage protocol (5 new ciphertext-only methods):
- set_mcp_oauth_client_secret_ct (dedicated writer; deliberately NOT
  added to MCP_SERVER_MUTABLE so generic update_mcp_server cannot write
  the secret column)
- create_mcp_user_token, get_mcp_user_token,
  update_mcp_user_token_after_refresh, delete_mcp_user_token

Server + console lifespans (turnstone/server.py + console/server.py):
- after OIDC init, count auth_type='oauth_user' rows; if any exist and
  no encryption key is configured, log an actionable error and
  raise SystemExit(1)
- without oauth_user rows, missing key is fine (lazy validation; admin
  flip without restart returns 503 from the admin handler)
- app.state.mcp_token_cipher / .mcp_token_store populated when key
  configured; None otherwise

Admin handlers:
- _require_token_store_for_oauth_secret pre-mutation gate validates
  token_store availability and oauth_client_secret type BEFORE
  storage.create_mcp_server / update_mcp_server runs, so a 503 from a
  missing key never leaves an orphan row or partial-update state
- _apply_oauth_client_secret encapsulates the encrypt + audit write
  used after the storage mutation; rolled out across both create and
  update handlers
- 503 message references both mcp_token_encryption_key (singular) and
  mcp_token_encryption_keys (plural for rotation)
- non-string oauth_client_secret payloads (false / 0 / lists / dicts)
  are rejected with 400 instead of being str()-coerced
- when auth_type transitions away from oauth_user, the encrypted
  secret column is cleared in the same admin call (with audit), so
  flipping back doesn't silently resurrect a stale credential

Audit events (mcp_server.oauth.* per audit.py taxonomy; RFC's
mcp.oauth.* renamed for consistency):
- mcp_server.oauth.client_secret_set fired from admin handlers with
  cleared:bool and key_fingerprint
- mcp_server.oauth.token_decrypt_failure fired from MCPTokenStore
  .get_user_token when no installed key can decrypt; carries
  key_fingerprints_attempted

Tests: 35 new tests across test_mcp_crypto, test_mcp_token_store,
test_server_lifespan_mcp_crypto, plus 6 admin-API tests covering the
no-orphan-row, no-partial-update, secret-clear-on-transition, and
non-string-secret-rejection invariants. Suite at 5337 (Phase 3 added
~50 tests including the rebase-imported skill suite).

cryptography>=42 promoted from transitive (lacme[tls]) to direct dep
since the encryption layer is now core, not optional.

Phase 4 (OAuth flow) wires the actual callers; Phase 3 adds only the
crypto layer and is exercised entirely by tests.

(cherry picked from commit 7f132e7230)
2026-05-07 17:35:20 -07:00