Commit Graph

1409 Commits

Author SHA1 Message Date
Patrick Buckley b65e5cae0e docs(personas): accuracy sweep — spec models, protocol contracts, page corrections
Spec models now describe what the endpoints do: ListPersonasResponse
declares the tool_inventory the shelf depends on, both console create
models declare persona, CreatePersonaRequest declares org_id, and
UpdatePersonaRequest documents the null-vs-absent split (null clears
base_prompt/tool_allowlist, null on flags/kinds is ignored). Console
OpenAPI regenerated.

Protocol contracts match the implementations: update_persona's return
covers the no-op case, create_persona's raises-list is complete, and
both extended row-shape docstrings gain their tail columns plus the
append-only rule. The workstreams.persona comments say slug, not
display name.

Page corrections from the docs review: personas.md documents the
creative_mode-to-writer migration conversion, the mid-session /resume
MCP-lever behavior, visibility-based nudge gating, the soft-set
prompt-cache cost, and the executive tool list — and drops internal
jargon. The changelog entry moves under [Unreleased] with the house
breaking-marker style and the auto-conversion note. coordinator-skills
and the API tour stop using persona to mean framing; governance,
api-reference, sdk, console, tools, and memory pick up the new
permission family, endpoints, kwargs, picker, and lever caveats.
2026-07-03 00:29:26 -07:00
Patrick Buckley 09c05733c6 test(personas): harden the guard suite — real paths over scripted events
The rank guard now derives needs_approval through the real _prepare_tool
on a bash call under an allowlisting persona instead of scripting the
flag, and asserts the approval gate actually fires. The row-shape guard's
source-grep is replaced with behavioral collector tests driving both
ws_created lanes (poll-diff and SSE relay), plus a proxy-forward twin and
a saved-list value assertion that would catch positional column mix-ups.

Receiving-side stamping gets its first HTTP coverage: create with an
explicit persona under workstreams.create only (selection needs no
persona perm), kind-mismatch and unknown-name 400s, omitted-persona
default stamping, the 503 on a failed default lookup, and the clean-None
legacy lane. Resume adoption is pinned end to end: a corrupt target stamp
leaves the session fully intact, an MCP-on stamp is refused when the
client was persona-gated at construction, and an MCP-off stamp drops the
live surface (listeners deregistered, toolsets reset). Soft-set
tool_search expansion recomposes the prompt exactly once; legacy sessions
never recompose.

Compaction legs run real flows now: spill plus the recall-pointer variant
under memory-off with recall visible vs hidden, and a full stamp
surviving compaction-then-resume. Migration 063 gains the downgrade
config-cleanup case (stamps removed, creative_mode preserved) and the
conversion idempotency case (already-stamped creative rows don't crash
the upgrade).

RBAC coverage goes cross-perm: read-only and write-only principals hit
every verb (a wrong-perm-name regression in any handler is now visible),
archive and default-flip succeed through PATCH, persona.* strings
round-trip the role editors and the overrides overlay, and the production
route table is asserted directly (no DELETE registered). Endpoint/storage
fixtures move off migration-seed names; storage hardening tests cover the
size caps, corrupt-row reads, the TypeError-to-ValueError ordering, the
duplicate-name race mapping, and the single-default backstop. Shell
asserts pin the new picker surfaces and drop the last persona-as-kind
wording.
2026-07-03 00:29:26 -07:00
Patrick Buckley 5d1d34cd82 fix(personas): close review findings across the envelope, resume, and RBAC lanes
Provider search gating (replace-only): native web search now stands in for
a client web_search def that survived the persona visibility filter — on
both OpenAI surfaces and both injection lanes (web_search_options, the
server_side_tools loop, and _convert_tools' capability lane). A scribe or
any envelope hiding web_search stays search-free on search-capable models;
coordinators and tool-less utility calls stop receiving search too.

Resume stamp discipline: resume() loads config and parses the target's
stamp BEFORE touching session identity/history, so a corrupt stamp raises
with the session intact instead of half-adopting and then 'repairing' the
target's stamp on the next config save. The MCP lever now follows the
stamp on mid-session adoption: an MCP-off stamp drops the live surface in
place (listeners deregistered, toolsets reset); adopting an MCP-on stamp
into a session whose persona gated the client off is refused loudly (the
surface cannot be rebuilt post-construction). The REPL /resume handler
reports these errors instead of crashing the CLI.

Fail-closed default lane: a FAILED default-persona lookup at create is a
503 (routes) / clear exit (CLI) instead of silently degrading to the
unstamped stock envelope; a clean 'no default configured' still creates
legacy. resolve_persona_for_kind reports storage-unavailable distinctly
from unknown-persona.

Soft-set governance: tool_search expansion under a persona visibility set
recomposes the system prompt so tool-gated policy segments land with the
tool they gate. MCP resource/prompt catalogs gate on read_resource /
use_prompt visibility. Spawn judge/audit projections carry persona (the
human approval header already did). Active-list rows carry persona like
their project_id twin.

RBAC catalogs: persona.{create,read,write} join _VALID_PERMISSIONS and
the roles-editor sections, making the documented grant-outward path real.

Storage hardening: default-persona invariants move to a shared _utils
helper (validate + demote) with a pg advisory xact lock serializing
promotions and a post-promote single-default assertion; create maps the
unique-name race to the same ValueError as the pre-check; reads validate
JSON shape loudly (naming the persona); serialize enforces size caps;
field validation runs before invariant checks so malformed input is a 400,
never a TypeError-500. org_id guards explicit null and caps at 64.

Also: base_override='' means 'no override' at the compose boundary;
persona tag flattened/capped before the spawn approval header; /creative
redirect resolves the writer persona before advertising it; memory-nudge
gating unified through _nudges_enabled.

Provider/row-shape tests updated to the new contracts (the old ones
pinned the injection hole and the pre-persona row shape).
2026-07-03 00:29:26 -07:00
Patrick Buckley e2dcd2bd6b fix(personas): apply review findings — stamp adoption on fork/restore, PATCH semantics, gating
Review pass over the branch surfaced real defects, all fixed here with
regression guards:

- Fork-resume (resume_ws) adopts the SOURCE workstream's stamp,
  resolved pre-construction so all four levers (including the
  construction-time MCP gate) bind the fork; a corrupt source stamp is
  a loud 400, an unstamped legacy source forks unstamped — never the
  kind default. Watch-restore and CLI --resume thread the stamp the
  same way, closing an MCP leak where a restored MCP-off workstream
  re-merged the catalog.
- SessionManager.open parses the stamp inside the install guard so a
  corrupt stamp releases the reserved slot; a retry reproduces the
  loud error instead of 'already tracked'.
- Mid-session resume() adopting a stamp rebuilds the tool_search
  pathway to match (hard set drops it, soft set force-constructs it);
  soft persona sets survive the global tool-search setting being off.
- Memory nudges gate on actual memory-tool VISIBILITY, not just the
  memory lever, so an allowlist that hides the tool also silences the
  nudges that point at it; post-compaction resume gets a no-recall
  nudge variant when the pointer would dangle.
- Console PATCH: explicit null flags from UpdatePersonaRequest no
  longer archive the persona or flip levers on a rename; multi-kind
  personas survive a shelf edit; admin list ships the per-kind
  tool_inventory so the shelf checklist tracks the server inventory
  instead of a hardcoded JS list; admin CRUD moved off the event loop.
- Migration 063 converts legacy creative_mode workstreams to the full
  writer stamp (downgrade removes all persona keys).
- REPL: /new passes the persona; /workstreams unpacks the widened row.
- Shared resolve_persona_for_kind is the single eligibility rule for
  the HTTP handler, CLI, and spawn precheck; spawn_batch memoizes the
  persona lookup; ToolSearchManager.is_expanded gives the visibility
  tail an O(1) probe.
2026-07-03 00:29:26 -07:00
Patrick Buckley 0d6d7ebae1 docs(personas): concept doc, CHANGELOG 1.7 entry with /creative breaking note
docs/personas.md covers the four levers, the resolve-once/stamp-forever
snapshot semantics, the seed matrix, per-surface selection, authoring
rules, and RBAC; architecture.md's config-persistence paragraph swaps
the removed creative_mode for the persona stamp.
2026-07-03 00:29:26 -07:00
Patrick Buckley 9706fc5d9c test(personas): guard suite — rank guard, levers, spawn, RBAC, immutability
The 15 guards from the design brief: the approval path is untouched
under any persona (rank guard); empty-toolset personas compose no tools
block and put zero definitions on the wire; the tool_search escape hatch
is soft when included (discovered tools union with the allowlist) and
hard when omitted (pathway disabled, including native defer_loading);
memory-off suppresses recall injection, the memory tool, and
memory-directed nudges while behavioural nudges and task-agent tools
survive; MCP-off is session-wide and refresh-proof; spawn validates
persona at prep time and never inherits the parent's; task_agent's
schema stays persona-free; the stamp is immutable, survives
SessionManager.open threading, and corrupt stamps fail construction
loudly; mandatory prompt policies compose under every persona; CLI
resolution (extracted to resolve_cli_persona_kwargs for testability)
loads seeds, exits clearly on unknown names, and adopts the resume
target's stamp; persona edits/archives never touch stamped workstreams;
and the row-shape contract twins carry the persona field.

RBAC endpoint coverage: admin CRUD 403s without persona.* and succeeds
with it; the picker feed needs no persona permission and hides archived
personas; invariant violations surface as 400s; DELETE is 405.
2026-07-03 00:29:26 -07:00
Patrick Buckley 2329cb8ad5 feat(webui): persona picker, Service Hatch shelf, labels, row-emitter sweep, kind-id reclamation
Creation surfaces: the console launcher, the server webui new-workstream
dialog, and the dashboard composer all gain a Persona select fed by the
shared personas.js data layer (module cache + fingerprint + never-reject
fetch + window.TurnstonePersonas bridge, cloned from projects.js), kind-
filtered with the kind default preselected so a zero-touch launch is
byte-identical to today.

Authoring: a Personas tab in the console Manage surface (Governance
group, persona.read-gated) with a Service Hatch shelf exposing exactly
the four levers — base prompt, tool-visibility checklist (kind inventory
+ free-text row for MCP/dynamic names; tool_search membership decides
soft vs hard), MCP and memory toggles — plus kinds, default flip, and
archive.  No delete action anywhere (archive-only lifecycle).

The workstream wears it: SavedColumns.persona() on both saved tables,
hover/aria labels on the rail rows (raw slug fallback keeps archived
personas labelling their workstreams), and the full row-emitter sweep —
storage projections (list_workstreams tail, get_workstreams_batch,
list_workstreams_with_history) on both backends, the server dict
builders and ws_created events, both _coordinator_rows lanes, the
collector delta + pseudo-node paths, and the console cluster-create
proxy that rebuilds its body.

Naming reclamation: the launcher kind-toggle ids/classes that squatted
on 'persona' (launcher-personas, persona-coordinator/-interactive,
.persona-btn/.persona-led/.persona-tag) are renamed to kind-* before
'persona' becomes user-facing vocabulary, along with the prompts-module
and test wording that used persona to mean kind.
2026-07-03 00:29:26 -07:00
Patrick Buckley 54ebb24374 feat(personas): core stamping, four-lever application, create/spawn/SDK threading; remove /creative; add --persona
The persona resolved at creation is snapshotted into workstream_config
(five keys, all-or-none) and applied ONLY from the stamp — the personas
table is never read post-create, so edits/archives never touch existing
workstreams, and a corrupt stamp fails construction loudly instead of
silently reverting to a default envelope.  Legacy pre-063 workstreams
carry no keys and keep today's behavior byte-for-byte.

The four levers (turnstone/core/personas.py holds the codec):

1. Base override — compose_system_message(base_override=...) replaces
   exactly the BASE module; ENV/CONTEXT/TOOLS/POLICIES keep composing so
   mandatory prompt policies ride on top of every persona.  This also
   closes the old /creative hole where the fork bypassed composition
   (no CONTEXT, no DB policies).
2. Tool visibility — the allowlist intersects both the composition name
   set (TOOLS block self-suppresses, tool-gated policies drop, the
   memory advisory drops) and the END of _get_active_tools so the wire
   never advertises hidden tools.  tool_search in the set = soft
   (discovered tools union with the allowlist via the session's
   expanded-names set); absent = hard (the whole pathway is disabled,
   covering provider-native defer_loading, which has no synthetic name
   to filter).  Persona sets force client-side tool search.
3. MCP gate (session-wide) — an MCP-off persona drops the client
   reference at construction: no merge into _tools OR _task_tools, no
   listeners, refresh callbacks inert, resource/prompt catalogs gone.
4. Memory (own hands only) — no recall injection, memory-directed
   nudges suppressed (MEMORY_NUDGE_TYPES; behavioural nudges keep
   firing), memory tool hidden.  _task_tools is NOT filtered; compaction
   spill/markers are never persona-gated, and the post-compaction recall
   pointer is emitted only when the recall tool is actually visible.

Threading: the create handler resolves once (explicit name -> 400 on
unknown/disabled/kind-mismatch; empty -> the kind's default; pre-seed DB
-> unstamped legacy) and stamps via constructor kwargs + config keys +
the workstreams.persona column; SessionManager.open threads the stamp
pre-construction exactly like the saved model alias.  Non-fork resume
adopts the target's stamp so _save_config can't clobber it.  spawn /
spawn_batch gain a persona arg with prep-time validation (children are
interactive-kind; omitted = kind default, never the parent's).  Python +
TS SDKs, OpenAPI specs, the picker feed GET /v1/api/personas (authed, no
perm), and console admin CRUD /api/admin/personas (persona.* perms,
archive-only — no DELETE) round out the surface.

BREAKING: /creative is removed (the REPL command now points at the
writer persona); turnstone --persona <name> is the replacement.  Also
fixes the CLI session factory, which TypeErrored on the project_id
kwarg the shared InteractiveAdapter passes unconditionally.
2026-07-03 00:29:26 -07:00
Patrick Buckley cc48144a35 feat(storage): personas table, CRUD, seeds, perms (migration 063)
Adds the personas template shelf (#683): migration 063 creates the
personas table (tri-state tool_allowlist, per-kind is_default, archive
via enabled=0 — no hard delete) plus the workstreams.persona display
column, seeds the six launch personas (engineer/orchestrator as
zero-touch per-kind defaults; scribe/researcher/writer/executive as
curated envelopes), and grants persona.{create,read,write} to
builtin-admin following the 062 pattern.

Storage: list/get/get_by_name/get_default/create/update on both
backends, with the default-persona invariants (exactly one per kind,
single-kind, enabled, not archivable, demote-on-flip) enforced in the
storage layer and the JSON serialization shared via _utils so the
backends cannot drift.
2026-07-03 00:29:26 -07:00
Patrick Buckley 8f347da653 fix(registry): normalize config.toml context_window=0 to auto-detect
context_window=0 is the documented auto-detect sentinel -- "inherit the
CLI-detected window." The DB loader applies it (row.get(k, 0) or
context_window); the config.toml loader did not (entry.get(k, default)
only substitutes a MISSING key), so an explicit context_window = 0
leaked a literal 0 downstream, zeroing every budget that reads
ModelConfig.context_window -- judge lowering, session compaction. The DB
loader's comment even claimed config.toml shared "the same fallback
chain," which was false.

Match the DB loader at the source. The judge-side _positive_window
coercion stays as defense-in-depth, but its comments no longer misframe
0 as garbage -- it's a valid sentinel, now normalized at load.
2026-07-02 22:00:19 -07:00
Patrick Buckley 77de11a97d fix(judge): coerce non-positive judge windows + real output-guard fallback
Two window-sourcing edge cases the first pass missed:

- config.toml models can carry context_window=0 (that load path lacks
  the DB loader's 0-inherit normalization). The getattr guard caught a
  missing attribute but not a present 0, which would zero every budget
  and make honest_truncate drop everything. A shared _positive_window
  helper now coerces any non-positive / non-int window to the next sane
  candidate (the session window) then a floor, on every resolution path
  in both judges.

- The output-guard judge's session-model fallback keyed off
  provider.get_capabilities(), which reports 200k for local models --
  the fictitious-window bug the alias path already fixes. It now takes
  the session's real (config/registry-aware) window, like IntentJudge.

output_guard_judge shares _CHARS_PER_TOKEN from judge rather than
duplicating it, now that it imports the coercion helper anyway.
2026-07-02 22:00:19 -07:00
Patrick Buckley 587828c57e fix(judge): source the output-guard judge's real window + oversize backstop
The output-guard LLM judge fed the model the full tool output with no
window awareness, so on a small-window local judge a large output
overflowed into an opaque provider error and fell silently to
heuristic-only — the opted-in LLM tier vanished without a trace.

Resolve the judge's real context window from the registry's per-model
config (the static capability table reports 200k for every local
model), and add an up-front oversize guard: when the assembled prompt
would exceed the window, skip the doomed call and record a labelled
llm_error the operator can see instead of a silent no-op. The
heuristic tier runs first, so its verdict still stands.

Also drop the fixed 500-char cap on the tool_args framing field: like
the output under review it now lowers whole, bounded only by the same
window backstop, never by a default clip of a normal argument.
2026-07-02 22:00:19 -07:00
Patrick Buckley b0a5fa6856 fix(judge): give the intent judge the full tool arguments
The func_args projection in _evaluate_intent is the intent judge's
entire view of a pending call's arguments, yet it lowered only a
narrow field per tool: edit_file reached the judge as {path} with the
edits stripped, and skills mutations built their projection and never
assigned it, so the judge ruled on {}. A small local judge denied a
legitimate multi-edit edit_file at 95% confidence as "malformed,
missing old_string/new_string" on exactly this gap.

Project the full risk-relevant surface per tool — edits, file content,
timeouts, model overrides, skill risk fields, task status and
ordering, MCP resource URIs and prompt arguments — and add the
read_resource / use_prompt branches that previously fell through to an
empty {}.

Truncation is now a backstop, not a default. Arguments lower whole up
to the judge model's real context window, sourced from the registry's
per-model config rather than the static capability table (which
reports 200k for every local model and would over-budget a small local
judge into overflow). Only a genuine overflow truncates, with an
explicit dropped-character marker; the untruncated arguments always
remain in the trajectory. The verdict's persisted and streamed copy
carries a separate 16 KB backstop against pathological payloads.

A parametrized guard test asserts every gated tool projects a
non-empty argument view, so the silent-starvation failure mode fails
CI instead of shipping.
2026-07-02 22:00:19 -07:00
Patrick Buckley 73e7972fb8 fix(session): PR feedback + CI typecheck/test failures
- typecheck: dropping _acting_user_id from the SessionUI protocol (it made
  the attribute required, breaking NullUI's structural match and making
  TerminalUI abstract). _emit_state now narrows to SessionUIBase before
  assigning — the field belongs to the web-fanout UIs, not the protocol
  contract that CLI/eval UIs also satisfy.
- test: two mock queue_message stubs (attachments-endpoint fake,
  coordinator adapter double already fixed) needed the new
  interjector_user_id kwarg; the endpoint fake was raising TypeError ->
  queue_full. Added it and a negative test that a non-SessionUIBase UI is
  skipped by _emit_state.
- review (Copilot): _load_persisted_senders now latches _db_senders_loaded
  only if self._ws_id still matches the workstream it queried, so a
  concurrent resume() can't mark the read done for a workstream whose
  senders were never loaded.
- review (Copilot): corrected the acting-user-id comments in three places
  — it carries the owner id even single-user (the gate no-ops because it
  equals the viewer); it is empty only on unauthenticated lanes / before
  first state emit.

Note: the storage-protocol '...' stub flagged by the code-quality bot is
the file's universal convention (262 stubs, zero NotImplementedError);
left as-is for consistency.
2026-07-02 19:23:04 -07:00
Patrick Buckley 6424f73da4 feat(console): extend cross-user send gate to the coordinator surface
Coordinator workstreams will hit the same cross-user issue once MCP is
enabled there, so wire the same protection now.

- CoordinatorAdapter.send takes acting_user_id: binds it on a fresh turn
  (so MCP creds + the acting-user signal are correct) and passes it to
  queue_message on the interject path (CrossUserInterjectionError block).
  The create-time initial dispatch passes the creator's id.
- ConsoleCoordinatorUI.on_state_change includes acting_user_id (mirrors
  WebUI); the mid-turn-connect replay already carries it via the shared
  make_events_handler. The coordinator's user-facing /send route already
  reuses make_send_handler, so it inherited the interjector guard + 409.
- coordinator.js gains the same gate as the interactive pane: tracks the
  acting user from state_change, blocks send when busy AND acting !=
  viewer, and handles the 409 cleanly.

Drive-by hygiene (requested): the _verdictSig join used a raw U+001F
byte embedded in the source; replaced with String.fromCharCode(0x1f) —
identical runtime, ASCII-clean source (no invisible control char in the
file).
2026-07-02 19:23:04 -07:00
Patrick Buckley 9c1b76b632 feat(webui): disable send for non-acting participants while busy
The UX complement to the server-side cross-user interjection block: on a
shared workstream, while another participant's turn is in flight, this
viewer's send button is disabled so they don't click into a 409 (and
can't drive tools under the initiator's credentials).

Backend signal (the linchpin — the acting user was tracked but never
surfaced to clients):
- ChatSession._emit_state pushes the acting user (turn initiator, owner
  fallback) onto its UI (_acting_user_id on SessionUIBase).
- server.WebUI.on_state_change includes acting_user_id in the broadcast
  state_change event; the mid-turn-connect replay (session_routes) adds
  it too, so a client joining mid-turn learns who holds it. Id only (a
  uuid the client compares) — no name, no storage lookup on the hot path.

Frontend:
- auth.js retains the opaque user_id from /whoami (ts.user_id) — kept
  separate from the display username, used only for id comparison.
- composer.js gains an independent hard-block axis (setSendBlocked /
  _reconcileDisabled) so send can be disabled even in queueWhileBusy mode.
- interactive.js tracks the acting user from state_change, blocks send
  when busy AND acting_user_id !== the viewer's own id, and handles the
  409 as a clean message (reactive fallback for the click-beats-event
  race) instead of a generic connection error.

Degrades gracefully: single-user workstreams (acting user == viewer) and
older backends (no acting_user_id) never engage the gate.
2026-07-02 19:23:04 -07:00
Patrick Buckley 2ba54266c6 feat(session): block cross-user mid-turn interjections
A mid-turn interjection folds into the current turn under the
initiator's identity — bind_acting_user deliberately does not rebind
mid-turn — so on a shared workstream a second participant's queued text
would run any tools it triggers under the initiator's MCP (oauth_user)
credentials (confused deputy) and be stamped with the initiator's sender
label (misattribution). Rather than fold it in, reject: queue_message
now takes the authenticated interjector_user_id and raises
CrossUserInterjectionError when it differs from the current acting user.
The send route surfaces it as 409 cross_user_interjection. Only an
authenticated non-acting participant is blocked — self-interjection,
single-user workstreams, and unauthenticated internal lanes (empty id,
e.g. the coordinator adapter) are unaffected.
2026-07-02 19:23:04 -07:00
Patrick Buckley b9f95c357c fix(session): address ultrareview findings on shared-workstream branch
Cloud multi-agent review of the three follow-up commits surfaced 15
verified defects; this addresses them.

Security / correctness:
- output_guard was blind to the new sender-label trust marker: add
  fence.SENDER_LABEL_TAG to the forgery/leak detector and thread a
  second trusted nonce (trusted_sender_label_nonce) through
  evaluate_output/_check_marker_forgery so a forged or leaked
  sender-label block in tool output is flagged like an operator marker.
- Attachment-derived text (PDF extraction, audio transcript, perception
  output) bypassed sender-label neutralization because it materializes
  after _inject_sender_labels runs; neutralize it at each fallback site.
- _recompute_shared_state now runs on every compose (moved out of the
  non-creative branch) so a creative-mode resume can't leave shared
  state stale.
- /new and rewind/retry now reset shared state (were leaking the prior
  conversation's participant set / keeping a workstream latched 'shared'
  after its only second-participant evidence was deleted).
- Non-fork resume and /new remint both trust nonces; carrying a nonce
  across a workstream switch would let a token leaked in one forge a
  marker in another.
- _senders_dirty is only cleared once the persisted-sender read has
  actually landed, so a transient storage error retries within the turn.
- ws_id snapshot guard in _recompute_shared_state discards a result if
  resume() swapped workstreams mid-scan (MCP-callback race).
- recall/history search is scoped to the acting sender's visibility;
  the shared-workstream declaration now names that exception so the
  model doesn't read a filtered 'no results' as 'no record exists'.

Cleanup:
- fork skips the redundant persisted-sender read (its rows were just
  bulk-written); _maybe_note_new_participant goes through the single
  recompute entrypoint; senders_from_user_meta reuses _source_meta_from_json.
- fence.wrap docstring names the sender-label caller as a third
  untrusted-host boundary.

Tests: end-to-end compaction-narrowed resume recovery, hostile
display-name fence break-out, sender-label output-guard leak/forgery,
and the two-nonce independence.
2026-07-02 19:23:04 -07:00
Patrick Buckley c8f0c0cf90 chore(session): house-style polish on shared-workstream feature
- q-2: document the deliberate username-first display-name precedence in
  _resolve_display_name (diverges from auth.py's display_name-first
  because sender labels must match the owner-banner identity kind).
- q-3: drop change-lineage comments referencing the separate acting-user
  credential fix (tombstone noise once merged).
- q-4: tighten the plain-text attachment assertion from a tolerant
  subset check to exact shape + _sender value now that the stamp is
  deterministic.
- q-5: drop the contributor-local bare 'etc/' from .gitignore.
2026-07-02 19:23:04 -07:00
Patrick Buckley 21efeece32 fix(session): fence sender labels; move shared-ws behavior to a declaration
sec-1: the [message from <sender>] label was plain text, so a participant
could type a look-alike in their own message and impersonate another
sender to the model. Labels are now wrapped in a nonce-delimited
[start sender-label_<nonce>] ... [end sender-label_<nonce>] fence (new
fence.SENDER_LABEL_TAG, distinct value from the operator nonce) whose
token lives in the cached system prefix; participant content is
neutralized so typed look-alikes are defanged. A new
build_shared_workstream_declaration pins the token as the sole authentic
label.

sec-2 + q-1: the CONTEXT banner no longer embeds behavioral prose. It
carries a terse owner line + shared flag; the attribution rules, the
authenticity declaration, and the (now narrowed) tool-credential claim
move into the shared-workstream declaration. The credential claim is
corrected: per-participant credentials apply to MCP (OAuth) tools only;
built-in tools and skills run under the server/owner identity.

perf-3: _inject_sender_labels resolves each distinct sender's display
name once per call instead of once per turn, capping blocking storage
lookups at one per sender on the uncached error path.
2026-07-02 19:23:04 -07:00
Patrick Buckley 7f20b1bc84 fix(session): durable shared-workstream state + fork sender persistence
- _known_senders/_shared_workstream are now monotonic: union-only growth,
  latched shared flag, seeded once per workstream from a full-history
  distinct-sender read (new StorageBackend.list_message_senders) so
  compaction narrowing the resumable slice can no longer forget
  participants (duplicate join notes) or flip the banner back to
  single-user framing (prompt-prefix cache churn).
- Recompute is memoized per turn (invalidated on stamped user-turn
  append); system-prompt composition no longer pays an O(n) trajectory
  scan on every recompose.
- resume() resets the state: the monotonic guarantees are per
  workstream, not per session object.
- resume(fork=True) bulk-persist now carries the user-turn sender stamp
  into the fork's meta column (was: _source_meta only, which dropped
  attribution for every forked user turn on reopen).
2026-07-02 19:23:04 -07:00
metaclassing 212d1922e5 Multi-user chat context clarification and tool improvements (#750)
* multiuser chat fixes for identity clarity and obo oauth token selection during tool calls

* added some missing context to the session so that the llm would know what session/project to reference in tool calls

* updated to address copilots issues and excluded a local config folder

* I think this resolves the cicd failures

---------

Co-authored-by: pow3rtool <root@pow3rtools>
2026-07-02 16:12:47 -07:00
Patrick Buckley df573b7314 fix(webui): address review feedback on roster eviction and dead guards
- applyRosterSnapshot: null-prototype membership map (a ws id colliding
  with an Object.prototype property name would read as always-seen and
  dodge eviction) and a stable Object.keys snapshot for the eviction
  walk — current-key deletion during for...in is spec-safe, but the
  snapshot is self-evidently order-safe and skips inherited keys.
- _streamingRenderApply: drop the tautological typeof guards around the
  post-render decorators — both are module-local declarations, and the
  surrounding try/catch owns decoration fault tolerance.
2026-07-02 00:32:11 -07:00
Patrick Buckley 3c7a3c1375 fix(webui): wedge-proof the live-session pipeline and de-O(N) hot paths
Long sessions (5000+ messages, several compactions) degraded steadily
and could stop rendering entirely while the backend stayed healthy.
Four hard failure mechanisms, each sufficient on its own:

- Unguarded event pipeline: one throw escaping onmessage/handleEvent
  (e.g. renderMarkdown stack overflow on a few KB of nested "> ")
  stranded the streaming refs, so every later delta painted into the
  poisoned segment. stream_end now resets segment refs BEFORE the
  finalize render with a plain-text fallback (the coordinator pane's
  existing pattern); onmessage guards both parse and dispatch;
  renderMarkdown is depth-capped with throw-safe footnote-scope
  accounting; the streaming buffer is marked rendered only on success.

- Rebuild-vs-live races: clear_ui/replay_truncated re-renders wiped
  events painted in the snapshot->replaceChildren window (never
  redelivered) and left deltas writing into detached nodes. Rebuilds
  now quiesce the event stream behind a token-owned queue flushed
  after the render; streaming refs reset on every rebuild path
  including refetch FAILURE; a mid-stream replay_truncated defers its
  re-sync to the idle edge instead of dropping the repair.

- Ignored recovery floor: the global stream now handles node_snapshot
  and replay_truncated. Roster eviction (with a "Session ended" toast
  for open panes) happens only from the stream-ordered snapshot; the
  REST resync is merge-only and r.ok-gated so a mid-restart 503 body
  cannot read as an authoritative empty roster.

- Unbounded growth: _agentCards released on rebuild — deliberately NOT
  on transport-only reconnects, which must preserve the maps or the
  next child event builds a duplicate card; orphan grace timers
  cancelled on full reload/destroy; toast queue capped with duplicate
  coalescing; diff previews capped at 400 rendered lines (the
  spread-append could throw RangeError before the approval gate
  painted) with the omission notice below the scroll box; raw results
  clamped at 64KiB.

Per-event O(N) work removed from the hot paths: thinking-indicator
instance ref; near-bottom cached from a passive scroll listener and
re-checked at rAF pin time (a user scroll-up landing in the coalescing
window wins; ResizeObserver re-engages follow after layout changes);
rAF-coalesced outer and per-stream scroll pins; self-healing
call_id->row/stream lookup caches; verdict lookup scoped to the row's
batch; tracked retry holder; queue-controller Set replaces the
whole-transcript idle sweep; rail renders rAF-coalesced; coordinator
child_ws_state ticks routed to single-row updates (full render only on
terminal-boundary crossings) with observer unobserve on replace.

Also: the coordinator SSE-error 401 probe is un-deadened (raw fetch —
authFetch never resolves a 401 — with the body inspected so a
version_mismatch still takes auth.js's upgrade-reload path via the new
noteVersionMismatch export); the console cluster-SSE reconnect timer
is tracked across logout; the mermaid render chain is rejection-proof
per link and paints errors on the containers the failing link had
already claimed.

Measured with scripts/livepass.py --perf (n=3000 history + 20-turn
live storm): full replay 1060ms -> 238ms; re-render cycles 836-1071ms
-> ~94ms flat; chunk path now flat vs transcript size; worst longtask
1080ms -> ~500ms; agent-card retention across rebuilds 4 -> 0.

Known limit (needs a server-side event watermark on /history): a turn
completing inside the refetch window can paint twice after the quiesce
flush — rare, visible, and strictly better than the silent loss it
replaces.
2026-07-02 00:32:11 -07:00
Patrick Buckley 41e7d5b7d7 feat(livepass): add long-session perf harness (--perf)
New /perf/livepass.html mounts the real InteractivePane at production
scroll geometry and drives production-shaped SSE events through
handleEvent/replayHistory in real time (no virtual-time budget, no
forced reduced-motion — both corrupt the measurement), reporting:
replayHistory wall time at N messages, per-turn live-storm cost on top
of that transcript, tool_output_chunk throughput, busy/idle churn,
heap + node + agent-card counts across repeated replay cycles (the
detached-DOM leak probe), and longtask counts.

The --perf runner builds, serves, and launches headless Chrome with
--js-flags=--expose-gc and --enable-precise-memory-info so heap
numbers are real floors; the page POSTs its JSON report to
/perf/report. Reports carry a per-attempt run token the runner
validates, so a straggler POST from a killed prior attempt cannot be
misattributed to the next size, and the wait loop polls the Chrome
process so a sandbox startup failure bails to the --no-sandbox
fallback in seconds instead of burning the full timeout.
2026-07-02 00:32:11 -07:00
Patrick Buckley ca23f2876c fix(ci): refuse fork PRs in the vendor-js dispatch path
The workflow_dispatch input is an arbitrary PR number, and the job used
only headRefName to pick the checkout ref. For a fork PR that is a bare
branch name that can collide with a branch in this repo, so the job
(contents:write, ends in git push) would operate on that unrelated
branch. Resolve isCrossRepository alongside headRefName and fail loudly
unless the PR head lives in this repository.
2026-07-01 21:32:45 -07:00
Patrick Buckley a9898fdd6c fix(ci): gate workflow_run publishing to same-repo tag pushes
The publish and docker workflows trigger on workflow_run of CI, which
fires for every CI completion — including CI runs for pull requests
from forks — and always executes with this repo's secrets, tokens, and
the pypi environment. The only gate was CI success, so fork-PR CI runs
spawned publish jobs in the upstream context; actions/checkout v7's
fork-checkout refusal was the only thing that stopped one on 2026-06-30.
A fork PR whose head is an upstream-tagged commit would have passed the
tag check and reached the upload with valid OIDC.

Both workflows now require the triggering CI run to be a push event,
from this repository, with head_branch starting with 'v' — CI's push
trigger only matches main/stable/* branches and v* tags, so that is
necessarily a tag run (verified: tag-push runs report the tag name as
head_branch). Checkouts no longer persist the token while the tree's
build backend executes, and publishes are no longer cancellable
mid-upload (a half-uploaded release cannot be re-run cleanly because
PyPI rejects duplicate files).

vendor-js hardening in the same pass: gate on the immutable PR author
instead of github.actor, require a same-repo head before pushing to the
PR branch with contents:write, and pass github.head_ref through env
instead of interpolating it into the script body.
2026-07-01 21:32:45 -07:00
Patrick Buckley c71cc749d9 chore: bump version to 1.7.0a6 v1.7.0a6 2026-07-01 21:07:52 -07:00
Patrick Buckley 2fb80cb88f fix(compaction): count fixed prompt overhead in the carry budget
Review finding on #751: the carry invariant omitted the system message
and tool definitions, which ride every request — at shipped defaults
reserve + 2 carries + margin lands exactly at the window, so any real
prompt overhead pushed the post-compaction send over it, and the
overflow backstop re-compacts WITHOUT the carries.

spare now subtracts system_tokens + tool_def_tokens (the same terms the
_estimated_prompt_tokens fallback counts), making
overhead + reserve + carries*budget + margin <= window hold by
construction. Invariant test pinned at shipped defaults with a 4k-token
synthetic prompt; a monotonicity test pins that the term is live; exact-
arithmetic tests isolate the overhead explicitly.
2026-07-01 21:06:31 -07:00
Patrick Buckley 2dd0688d45 fix(compaction): carry the plan and the ask across compaction verbatim
The definition review found the two control-relevant crossings paraphrased:
the model's wind-down spill (recorded on the cooperative advisory, then
handed to the summarizer with everything else) and the user's last message
(clipped to 400 chars in the continuation hint). Both now cross copied.

- carry_spill: when the model stopped because it was advised to wrap up,
  its final turn's text is shell-concatenated onto the summary under
  '## Wind-down (verbatim)', ahead of '## Continue'. The summarizer still
  reads the spill; its paraphrase is no longer the only survivor.
- _carry_budget_chars(carries): ~25% of the window per carry, sized so ALL
  concurrent carries fit the spare after the summary output reserve —
  spill + hint fire together at the end-of-turn site, and independent
  sizing stacked reserve + 2*(cw/4) + margin past the window at default
  config. Floored at 2000 chars; oversize content keeps head + tail.
- _truncate_block's marker reports the original size ('truncated — N chars
  total'), and a truncated carry adds one line telling the model the full
  text remains in history and recall can retrieve it.
- Summary turns carry source="compaction" (in-memory swap and checkpoint
  reconstruction); _find_turn_boundaries and _generate_title test the tag
  instead of the label string, so a user who literally types
  '[Conversation summary]' stays a real turn.
- The send-loop overflow backstop now passes my_generation, closing the
  compact-and-swap race every other compaction site already guards.

Tests: tests/test_compaction_crossing.py (tags on both paths, literal-label
boundary, budget arithmetic incl. the double-carry invariant at shipped
defaults, verbatim/truncated carries, spill semantics, forwarding); existing
suites updated for the tagged label turns and the new kwargs.
2026-07-01 21:06:31 -07:00
Patrick Buckley 848f123985 feat(recall): scope the recall tool to the compacted past
After a compaction, storage keeps the full transcript and the in-context
summary is a cache over it — recall is the model's re-derivation path back
into the originals. Un-scoped, its results duplicated the live context.

- search_history gains exclude_ws_id/exclude_after: the excluded ws's rows
  above the boundary (the live segment, already in context) are dropped in
  SQL via one shared fragment; rows at or below it — the summarized-away
  past — stay searchable. A never-compacted ws is excluded whole:
  everything is live. Other workstreams untouched.
- New get_compaction_checkpoint(ws_id) reads the latest marker's persisted
  watermark (distinct from get_compaction_watermark, which computes what a
  NEW compaction would use); the meta decoder is single-sourced with the
  resume slice (parse_checkpoint_watermark) so the two boundary consumers
  cannot drift.
- _exec_recall reads the boundary fresh at execution (a compaction that ran
  while the item was queued is respected) and labels own-conversation hits
  '(earlier in this conversation, compacted)'. Storage errors degrade to
  whole-ws exclusion — less information, never duplicates. Known limit
  (documented): a forked session excludes only its own ws, so inherited
  parent rows remain searchable — harmless duplication bounded by tenancy.
- NUDGE_COMPACTION_RESUME teaches the path: the summary is a digest, not
  the record, and recall can search the compacted portion.
- /history deliberately unchanged: a human browsing history has no context
  to duplicate.

Tests: tests/test_recall_compaction_scope.py — checkpoint reads (none /
marker / latest-wins / malformed-as-live), the exclusion matrix, the
composed tenancy+exclusion query with both filters dropping rows, exec
plumbing and labeling, the nudge line; cross-backend.
2026-07-01 21:05:57 -07:00
renovate[bot] 76241ab703 chore(deps): lock file maintenance 2026-07-01 19:47:04 -07:00
renovate[bot] 409875e296 chore(deps): update ghcr.io/astral-sh/uv docker tag to v0.11.26 2026-07-01 19:46:50 -07:00
Patrick Buckley 8e4f32c93a chore(ci): allow Renovate PRs through Claude Code review
Renovate opens PRs as a bot actor, which claude-code-action's default
human-actor check rejects — Renovate's dependency-bump PRs were never
getting reviewed.
2026-07-01 19:44:27 -07:00
Patrick Buckley 3e4c1931a1 fix(storage): scope conversation-history search by project tenancy
search_history / search_history_recent searched every workstream's rows
regardless of who asked. Pre-projects that matched the trusted-team
deployment shape; with private projects (062) it became a cross-tenant
read — the recall tool and /history returned private-project rows to
non-members.

Both methods take a keyword-only user_id (protocol, sqlite, postgresql)
scoped by one portable SQL predicate (HISTORY_VISIBILITY_SCOPE_SQL)
mirroring WorkstreamProjectVisibility: a row hides only when its
workstream links to an existing private project and the user is neither
the workstream creator, the project owner, nor a member. Applied in SQL
so limit/offset pagination stays honest; COALESCE guards the
NULL-creator row, which plain <> would leak.

The recall tool pins the scope identity at prepare time (the mcp_user_id
discipline) and fails loudly on an unpinned item; /history scopes to the
acting user; user_id=None (single-user CLI lanes) stays unscoped.

Tests: cross-backend visibility matrix, ws_visible parity pin,
marker-exclusion composition, LIKE-fallback path, prepare-pin plumbing.
2026-07-01 19:29:20 -07:00
renovate[bot] df7926215b chore(deps): update github actions 2026-07-01 19:26:18 -07:00
Patrick Buckley f583fb06db fix(projects): address PR review feedback — drop redundant asyncio import, precise failure-mode docs, format
The redundant function-local asyncio import in project_resources_endpoint
shadowed the module-level one. resolve_workstream_owner's docstring now
maps the failure modes precisely: a failed ROW lookup is fail-soft 404
(get_workstream_row degrades to None, pre-existing behaviour), while the
fail-closed 403 applies once a row is resolved and the project gate's
storage lookup fails — in-memory workstreams 403 on a gate blip,
not-loaded ones 404 at the row fetch first. Plus ruff-format on the
visibility test file (edited via script, so the local format hook never
saw it).
2026-07-01 18:01:50 -07:00
Patrick Buckley 4bca60c56c fix(projects): close review-found tenancy leaks + correctness regressions
Max-effort review findings on the visibility feature, worst first:

Leaks — the filter was sound where it ran, but several surfaces never
carried project_id to gate on:
- cluster_snapshot served the raw collector state with no filter at all;
  it now gets the same per-request tenancy treatment as its siblings
- console pseudo-node coordinator rows + emit_console_ws_created,
  the interactive-create ws_created event, and the poll-diff ws_created
  now carry project_id/user_id (parity with their filtered siblings —
  a missing field failed open, and a missing user_id over-hid the
  creator's own workstreams)
- the SSE snapshot's overview total/state histogram is re-derived from
  the filtered rows instead of leaking pre-filter counts

Correctness:
- saved list pages with OFFSET until it fills its 50-row window instead
  of filtering after the LIMIT (a caller's own rows at position 51+
  used to vanish behind other tenants' private rows); scan capped at 20
  pages, logged when hit
- an INHERITED project_id whose project was since deleted no longer
  400s coordinator child spawns — the dangling link is dropped; explicit
  unknown ids still 400, revoked membership still 403s
- the SSE filter keeps a per-connection unresolved map: a storage blip
  suppresses a row without pinning it hidden until reconnect (re-judged
  on later events, rate-limited); definitive verdicts settle as before
- bypass principals (service / admin.cluster.inspect) get payloads
  untouched — no row drops, no overview rewrite

Consistency and robustness:
- dashboard + saved-list visibility checks moved off the event loop
  (executor), matching every sibling site
- list_project_attachments chunks its IN() at 500 ids per statement
- ws_visible/ensure_project_attachable now share one _project_grants
  predicate so the tenancy rule can't diverge
- resolve_workstream_owner's docstring states the deliberate
  fail-closed trade for project-attached rows during DB outages
- the workstreams-for-project ordering test asserts strict order on a
  forced timestamp instead of a vacuous set fallback
2026-07-01 18:01:50 -07:00
Patrick Buckley 80b8997b88 fix(projects): full-suite findings — type-guard the visibility gate, bind acting user without breaking send stubs
ws_visible only treats real strings as project links (a test double or
corrupted value means no-project, not private-and-denied), the mgr-path
project_id is coerced likewise, and the HTTP send path binds the acting
user via a getattr-guarded bind_acting_user call inside the fresh-turn
closure instead of a send() kwarg — per-kind session stubs with explicit
send signatures keep working. Row-shape contract tests (interactive +
coordinator twins) grow the intentional project_id key.
2026-07-01 18:01:50 -07:00
Patrick Buckley bf9299de1a feat(projects): saved-list project column + per-project resources view
Dashboard saved-sessions lists now carry and render the workstream's
project: SavedWorkstreamInfo gains project_id (the saved projection was
extended in the visibility change), SavedColumns grows a PROJECT column
(name resolved through the shared projects data layer, searchable via
the filter haystack, re-rendered when the async project cache fills),
inserted on both the webui saved-workstreams and console saved-sessions
tables.

Manage → governance → Projects rows are now expandable (same
interaction contract as the Users tab's OIDC panel): a per-project
resources panel lists the project's workstreams (kind/state/updated),
referenced attachments (metadata + ws-scoped download link through the
console's node proxy), and the project-scoped memory count. Backed by
GET /v1/api/projects/{id}/resources (project.read + per-project ACL,
collection off the event loop) over two new storage queries —
list_workstreams_for_project (first consumer of idx_workstreams_project)
and list_project_attachments (conversation ref-list walk, metadata only,
first-referencing ws per blob, pruned blobs skipped).
2026-07-01 18:01:50 -07:00
Patrick Buckley fbfd170ca6 feat(projects): enforce private-project workstream visibility server-side
Workstreams attached to a private project were listed and reachable for
every authenticated user — only the scope tier was checked. Add a
tenancy predicate (WorkstreamProjectVisibility: private → project
owner/members, the workstream's own creator, service scope, or
admin.cluster.inspect; public/dangling/no project → unchanged
trusted-team visibility; membership itself is the grant — deliberately
NOT gated on the project.read capability, which guards the management
API) and apply it at every surface:

- listings: saved sessions (project_id + owner tail-appended to
  list_workstreams_with_history on both backends), active list, node
  dashboard, console cluster list (pre-pagination via a collector
  row_filter so totals stay honest), node detail
- console tier-1 SSE: per-connection snapshot filtering + a hidden-set
  for sparse follow-up events; ws_created project lookups run on the
  executor, membership changes take effect on reconnect
- row access: resolve_workstream_owner 403s private-project rows for
  non-members, covering every interactive ws-scoped verb via
  tenant_check (console coordinator lane stays on its privileged
  admin.coordinator gate)
- create: ensure_project_attachable gates explicit and parent-inherited
  project_id on both create validators (unknown project 400s instead of
  minting a dangling link)
2026-07-01 18:01:50 -07:00
Patrick Buckley 71c34839d9 fix(mcp): resolve oauth_user credentials for the acting user on shared workstreams
Per-user MCP credential resolution was bound once at session construction
to the persisted workstream owner, so on a shared workstream every sender
executed oauth_user tools under the creator's tokens (and saw the
creator's tool catalog). Bind the authenticated initiator of each turn
(send + retry paths) as the session's acting user: dispatch, catalog
merge, visibility gates, and consent flows now follow whoever is driving,
with the owner as fallback for CLI / eval / scheduled / internal turns.

Rebinding swaps the user-scoped tool/resource/prompt listeners (identity
is the (user_id, callback) pair), fire-and-forget primes the acting
user's pools, and rebuilds the merged tool list. Prepared tool items pin
the identity at prepare time so an item pending approval executes under
the user whose turn requested it, not whoever binds later. Queued
mid-turn interjections deliberately do not rebind (no mid-turn
credential switch).
2026-07-01 18:01:50 -07:00
Patrick Buckley f923351953 docs(hypothesis): harden the harness definition after peer review
Corrections: the middle-form re-separation names its true mechanism
(restarting specs or refusal-event predicates; within-run retries never
touch F), the standard-Borel aside admits belief-state coordinates, the
drift-slack display binds its variable, effect-record status gains a
`none` value (never launched) distinct from rolled_back and unknown,
and parsing is assigned to the inner readout R with the gate as pure
authorization.

Structure: the trusted principal as the provenance lattice's single
widening writer; two-rank control (authority vs plan) with a
rank-neutrality corollary; the narrow-only rule for learned checks;
pi's never-lower filter joins the deterministic core; gate TOCTOU and
cross-run serialization; a composition law for harness trees (four
correspondences) with delegation as monotone attenuation.

Appendix: new worked entries for resume (journal-before-dispatch),
parallel proposals (the batch gate), derived and durable state (the
provenance meet rule), and ambient authority (per-action capability).
Claims numbered C1-C8; two falsifiers added (certificate compression;
working-set probe anchored in streaming lower bounds).

Grounding: adds Ramadge-Wonham supervisory control, RL shielding, and
Dayan's successor representation; repairs the Positivity/Skolem gloss
and two citation characterizations. All 18 external citations verified
against their sources.
2026-07-01 18:01:07 -07:00
Patrick Buckley a7cab83dd1 fix(mcp): address pre-push review findings
A max-effort review of the branch before pushing surfaced six defects, several
introduced by this branch's own commits. All fixed:

[0]+[3] oauth priming (refined). Fully non-destructive priming never cleared a
genuinely-revoked grant — the dead token stayed "consented", its tools never
entered the catalog, and (bug) the PERMANENT branch returned before arming the
cooldown, so every session re-hit the AS with a dead refresh token. Root cause:
invalid_grant (PERMANENT) is a RELIABLE dead-grant signal (RFC 6749 §5.2), so
deferring its revoke was net-harmful. Renamed the flag revoke_on_dead_grant ->
revoke_ambiguous_escalation: priming now revokes genuinely-dead grants (permanent
/ expired-no-refresh) so the catalog isn't stranded cold behind a phantom token,
and defers ONLY the sustained-UNCLASSIFIABLE (ambiguous) escalation to lazy
dispatch — the case the "don't revoke an unused server's grant on a
misclassification" concern actually applies to. The cooldown is armed before the
ambiguous path, so the deferred case can't hammer the AS either.

[1] server.py. _public_server_status (operator refresh/reconnect endpoints)
didn't forward the new scope, so after per-user scoping every warm oauth_user
server rendered disconnected/empty there. Now passes aggregate=True (operator /
approve-scoped cluster view, matching the admin console).

[5] _is_dead_transport. The widened httpx.TimeoutException swept in
httpx.PoolTimeout — pool saturation, NOT a dead connection — so transient load
would evict a healthy session and trip the shared breaker for all users.
Narrowed to Connect/Read/WriteTimeout (kept NetworkError, RemoteProtocolError).

[8] _is_dead_transport. The exact-message "session terminated" fallback still
fired on a healthy session-owning server's protocol error with that message. The
SDK-synthesized code 32600 is the only deterministic signal (the message is
application-controlled), so match the code ALONE and drop the message fallback.

[11] cleanup. The dead-transport except block was triplicated across
call_tool_sync / read_resource_sync / get_prompt_sync — the exact drift this
branch had to repair. Extracted _record_and_evict_on_dead_transport.

Tests updated/added: prime revokes-permanent / defers-ambiguous (drives the real
resolver both ways); PoolTimeout-is-not-dead; exact-"Session terminated"-message
stays alive; _public_server_status aggregate. 836 test_mcp_* green, ruff + mypy
clean.
2026-06-30 19:30:20 -07:00
Patrick Buckley b28e8bac80 feat(mcp): admin-scoped aggregate view for oauth_user server status
Resolves the one regression the user-scoping in 0c28b0ce introduced: the admin
console reaches the read-scoped /mcp-status endpoint via the console proxy with
the ADMIN's forwarded identity, so per-user scoping made oauth_user servers show
as the admin's own (usually empty) pool instead of the cluster-health "in use by
anyone" aggregate.

Add an `aggregate` flag (default False) through get_all_server_status ->
get_server_status -> _oauth_user_server_status. When set, connected + a
representative catalog reflect ANY user's warm pool. internal_mcp_status gates it
on the admin.mcp permission: holders (who already see consent counts + server
config — the proxy forwards permissions via create_jwt, repopulated on validate)
get the aggregate; every other read-scoped caller stays strictly per-user, so the
cross-user catalog leak stays closed. Static-server status is unaffected.

Tests: manager-level aggregate-sees-any-user, and an endpoint-level gating test
asserting admin.mcp -> aggregate=True / read+approve-without-it -> aggregate=False.
2026-06-30 19:30:20 -07:00
Patrick Buckley 48f4c41442 fix(mcp): scope oauth_user server status to the requesting user
Follow-up to f585c47b (review finding #4). _oauth_user_server_status derived
connected + tools/resources/prompts counts from warm[0] — an arbitrary user's
pool entry — and get_all_server_status surfaced that to every read-scoped
caller of /v1/api/_internal/mcp-status, ignoring who was asking. So user B saw
user A's oauth_user server as connected with A's catalog size, over the wire
(connected + the three counts are in _READ_STATUS_PUBLIC_KEYS; user_pools /
auth_type are stripped). Before f585c47b these servers were absent from the
read map entirely.

Thread user_id through get_all_server_status -> get_server_status ->
_oauth_user_server_status; the warm-pool filter now matches uid == user_id, so
connected + counts reflect ONLY the requester's own pool. internal_mcp_status
passes _auth_user_id(request); an empty/absent principal (user_id falsy) sees
oauth_user servers as not-connected. Static-server status is unaffected (the
new param defaults to None and is ignored for them).

Note: the admin console (admin.mcp) reaches this same read endpoint via the
console proxy, which forwards the ADMIN's identity — so an admin now sees an
oauth_user server scoped to their OWN pool (typically not-connected) rather
than the prior any-user aggregate. Server-global health (circuit_open / error /
consecutive_failures) is unchanged, and the consented-users-count is a separate
aggregate. Restoring an aggregate in-use pill for admins (without re-leaking
per-user catalogs) would need a privilege-aware aggregate mode + admin.js
change — deferred.

Tests: updated TestOAuthUserServerStatus to the scoped signature, added the
cross-user isolation regression (user B sees neither A's connected flag nor A's
catalog size) and a no-user-context case.
2026-06-30 19:30:20 -07:00
Patrick Buckley 7f50fbefad fix(mcp/oauth): make session-start pool priming non-destructive
Follow-up to f585c47b (review finding #5/#6). f585c47b routed
_prime_user_pools through get_user_access_token_classified to refresh expired
tokens at session start (closing the chicken-and-egg where an expired token
stranded the pool). But that resolver also REVOKES a grant (delete_user_token
+ token_revoked audit) on a permanent-classified refresh failure — and priming
runs for EVERY consented server, so a single misclassified AS hiccup (e.g.
invalid_grant during a key-rotation window) could now delete a working grant
for a server the user isn't even using this session. The _prime_one comment
still claimed "priming can never revoke a live grant" — no longer true.

Add revoke_on_dead_grant: bool = True to get_user_access_token_classified. When
False, the four would-revoke sites return refresh_failed_transient with the
token left in place instead of deleting it. _prime_one passes False: priming
still refreshes+persists refreshable tokens (f585c47b's fix intact) but never
revokes — the authoritative revoke stays on the lazy-dispatch path, where the
user actually invokes the tool and a permanent failure means re-consent anyway.

Replaces the vacuous prime test (which fully stubbed the resolver, so its
"never revoke" assertion was meaningless) with a test that drives the REAL
resolver and pins both directions: same permanent failure, same code path,
revoke_on_dead_grant=False keeps the token / =True (lazy default) deletes it.
2026-06-30 19:30:20 -07:00
Patrick Buckley b8addd55c0 fix(mcp): complete dead-transport handling + harden oauth_user status
Follow-up to f585c47b. Three correctness gaps from a max-depth review of
that commit, all in the same dead-transport / session-corpse family it set
out to close.

1. read_resource_sync and get_prompt_sync were left on the old
   BrokenPipe/ConnectionReset/EOF-only eviction guard, so a dead
   streamable-http transport (McpError(CONNECTION_CLOSED), anyio
   ClosedResourceError, server-restarted session) reused the corpse session
   forever — the exact restart-hang call_tool_sync already fixes, just for
   resources and prompts. Both now route through _is_dead_transport and
   evict + trip the breaker like the tool-call path.

2. _is_dead_transport matched a bare "session terminated"/"session not
   found" substring, so a healthy session-owning MCP server (game/shell)
   rejecting a stale id with those words was misclassified as transport
   death — evicting the live session and opening the SHARED per-server
   breaker for every user after 3 such rejections. Now anchored on the
   SDK's deterministic synthesized code (32600, pinned as a named constant)
   with its exact message as a forward-compat fallback. The client never
   receives "session not found" for a real dead transport (the SDK discards
   the server's 404 body), so the tightening loses no coverage.

3. _is_dead_transport omitted httpx's read/write/close NetworkError leaves
   and the whole TimeoutException family (Read/Write/Pool timeouts are NOT
   builtin TimeoutError), so a stream that died on an idle read timeout —
   the dominant idle-death mode — fell through to "other" and the corpse
   was reused. Broadened to httpx.NetworkError | TimeoutException |
   RemoteProtocolError (LocalProtocolError, our own bug, stays excluded).

Also: _oauth_user_server_status iterated _user_pool_entries without a
list() snapshot, so a concurrent pool insert/evict on the mcp-loop thread
could raise "dictionary changed size during iteration" and 500 the status
endpoint. Snapshot like the sibling get_all_server_status does.

Adds TestIsDeadTransport (direct classifier unit tests, incl. the
healthy-"session not found"-is-not-dead and httpx-coverage regressions) and
resource/prompt eviction tests. All 8 behavior-change tests fail on the
pre-fix source and pass with the fix.
2026-06-30 19:30:20 -07:00
pow3rtool f585c47b7d mcp dead transport fix and token refresh 2026-06-30 15:22:23 -07:00
Patrick Buckley ee3a0297ea fix(compaction): don't classify a recognized rate-limit as context overflow
_stop_retrying calls _is_ctx_overflow with no exception-class gate of its own,
so a retryable 429 whose token-quota text contains an overflow phrase (e.g.
"... maximum number of tokens allowed per minute ...") was treated as a
deterministic overflow and made non-retryable.

Gate _is_ctx_overflow on "not a known backend class": an overflow is never a
recognized error (it arrives as BadRequestError/InternalServerError, neither in
_BACKEND_KNOWN_EXC_NAMES), so excluding known classes can't suppress a real
overflow while keeping a 429 retryable across every caller (the retry gates,
send-loop recovery, chunker, task_agent loop, formatter). _format_backend_error
drops its now-redundant inline class check.

Addresses Copilot review feedback on #740.
2026-06-30 03:47:12 -07:00