The Anthropic call sites in session.py passed the operator-side
`replay_reasoning_to_model` flag through without checking the
model's static `supports_reasoning_replay` capability. The OpenAI
Responses path AND-gated both flags in `_build_kwargs` so a model
without a reasoning lane (gpt-4o, etc.) silently skipped replay even
when the operator flag was set. The Anthropic path had no such gate.
For all current Claude entries this was a no-op asymmetry - every
`_ANTHROPIC_CAPABILITIES` row sets `supports_reasoning_replay=True`,
so `True AND op == op`. But:
- The capability flag was dead code on the Anthropic path
- A future Claude entry (or any Anthropic-shaped surface) shipping
with the cap left at its False default would have replay fire
anyway, against the cap declaration
- The asymmetry made `supports_reasoning_replay` an unreliable
signal - readers couldn't tell if it gated anything per-provider
Move the AND-gate into `_resolve_replay_reasoning_to_model` via a
new optional `caps=` kwarg. When caps is provided, the resolver
returns `operator_on AND caps.supports_reasoning_replay`; when
omitted (back-compat for any caller not yet updated), it returns
the operator flag unchanged.
Thread caps through the three call sites: `_utility_completion`
(non-streaming), `_try_stream` (streaming, hoisted resolution out
of the retry loop since caps are attempt-invariant), and the
agent `_api_call` closure in `_run_agent`.
With the AND-gate now living at the session resolver, the redundant
in-provider gate in `OpenAIResponsesProvider._build_kwargs` is
removed. The provider now trusts the resolved bool it receives,
matching the AnthropicProvider shape and giving the cap a single
source of truth across providers. The two provider-level tests
that pinned the in-provider gate
(`test_include_omitted_when_capability_false`,
`test_include_omitted_by_default`) drop out; the session-level
boundary test
`TestSessionToOpenAIResponsesBoundaryIntegration::test_capability_false_omits_include_even_when_flag_true`
already covers the same end-to-end invariant.
Tests added:
- 4 resolver-level tests pinning the AND-gate semantics +
back-compat when caps is omitted
- 1 wire-boundary integration test mirroring the OpenAI Responses
`test_capability_false_omits_include_even_when_flag_true` -
drives session._try_stream through the real AnthropicProvider
with operator flag True + capability False and asserts the
thinking block does NOT reach the SDK boundary
Existing `TestUtilityCompletionPassesFlag` test had its caps mock
upgraded from `SimpleNamespace` to a real `ModelCapabilities`
instance to satisfy the new attribute read and stay robust to
future capability fields.
Copilot review feedback on #500. The original
``list_available_models`` had an implicit cs=None branch where the
placeholder still advertised ``registry.default`` (filtered against
enabled rows) when ``app.state.config_store`` was None but
``coord_registry`` was bound — useful in the rare degraded state
where lifespan wired the registry but the ConfigStore failed to
initialise. The PR #500 refactor accidentally dropped that branch:
the helper requires a config_store, so the cs=None case fell out as
"blank coordinator default".
Add an explicit ``elif coord_registry is not None`` branch that
mirrors the helper's tier 3 with the placeholder's enabled-rows
filter applied. New test exercises this path by passing
``config_store=False`` to the test fixture.
Previously /v1/api/models (home composer placeholder) and
console/session_factory.py walked separate two-/three-tier chains for
the coordinator alias. session_factory was missing the
``model.default_alias`` tier, so admins who set the system default in
the Models tab would see it advertised but new coordinator sessions
would silently keep launching on ``registry.default``.
This commit:
- Extracts the chain into ``turnstone/console/coordinator_alias.py``.
``resolve_coordinator_alias`` returns the effective alias under a
shared three-tier policy: explicit pin → ``model.default_alias`` →
``registry.default``. Tier 2 is validated against
``registry.has_alias`` and falls through to tier 3 with a logged
warning if unknown. Tier 1 is intentionally passed through
unvalidated so an explicit operator pin surfaces as 503 at
``registry.resolve`` rather than being silently swapped out.
- Wires both call sites through the helper. The placeholder supplies
an ``alias_filter`` that restricts every tier to enabled DB rows so
the home composer never advertises a model the workstream picker
can't actually offer; the session factory uses no filter (matches
prior 503-on-typo behaviour for explicit pins).
- Adds direct integration tests for the session factory's chain
(``tests/test_console_session_factory.py``) and updates the
placeholder tests' fixture to provide a stub coord_registry, since
the helper now requires one.
Light-review followup on 389400c8.
The "mirrors session_factory.py:109-110" claim was inaccurate —
session_factory's chain is two tiers (coordinator.model_alias →
registry.default) and skips model.default_alias entirely. The
placeholder handler extends that chain with model.default_alias as
tier 2 so admins who set the default in the Models tab see it
advertised in the home composer. Comment now lists the three tiers
explicitly and flags the session_factory-vs-placeholder drift case
(where model.default_alias ≠ registry.default) as a separate issue
to track.
Also lifts the ``from types import SimpleNamespace`` import in the
test fixture to module level — minor readability cleanup.
Two Copilot-review followups on /v1/api/models default resolution.
- console/server.py: coordinator_default_alias now mirrors the full
fallback chain in console/session_factory.py:109-110 — explicit
coordinator.model_alias → model.default_alias → registry.default.
The registry tier was missing, so the home composer placeholder went
blank whenever an operator never set model.default_alias in the admin
UI even though new coordinator sessions still launch on
registry.default (loaded from config.toml [model].default by
load_model_registry). Two new tests cover the registry-default
branch and the disabled-alias guard.
- console/static/app.js: _resolveModelLabel returns "" (not the bare
alias) when the alias isn't found in the dropdown's model list, so
callers can rely on the documented "fall back to neutral placeholder"
contract. Matches the existing doc comment.
Bundles the click-around polish on the console admin UX.
Home composer + schedule modals
- /v1/api/models now exposes coordinator_default_alias + judge_default_alias,
resolved through the same chain console/session_factory.py uses. Both the
home composer's MODEL / JUDGE MODEL placeholders and the schedule create /
edit modal model placeholders rewrite to "Default — alias (model)" once
the API responds. The `models_changed` SSE refresh keeps placeholders
current as operators edit per-role assignments.
- Composer.setOptionPlaceholder added so callers can update just the first
option's text without disturbing the rest of the choice list.
Admin → Models → Roles
- Channel adapter row added (channels.default_model_alias) — the migration
to the Roles sub-tab missed it. Key added to
_MODEL_AFFECTING_SETTING_KEYS so edits fire the SSE refresh, and to the
settings-tab roleKeys skip-list so it only renders in one place.
- Plan/Task agent rows now display "(inherit)" instead of the misleading
"(default — <alias>)" — those roles cascade through plan_model →
agent_model → session model, not a single concrete default.
- coordinator.reasoning_effort accepts "" (inherit), matching
model.plan_effort / model.task_effort.
- Blank options in each role's MODEL select now match the "alias (model)"
shape used by the other rows.
Toggle-switch component
- New .toggle-switch component (visually-hidden native checkbox + styled
track + label). 40×22 hit target meets WCAG 2.5.5 (AAA), inset ring on
the off state for ≥1.5:1 contrast against the modal surface.
- .toggle-stack groups toggles in a column with .toggle-group-divider for
conceptual grouping (used in the Add Model modal between "Active" and the
paired Reasoning toggles).
- .toggle--flush modifier zeroes the default top margin for toggles that
sit flush against a heading or a dynamically-rendered row.
Sweep — every admin-modal boolean checkbox is now a toggle:
schedule (cs/es-autoapprove, es-enabled), policy (ep/epp-enabled),
tool-mode (ctm/etm-default), skill (csk/esk-auto-approve, csk/esk-enabled),
MCP (mcp-auto-approve, mcp-enabled), Add Model (Active, surface-persisted-
reasoning, replay-reasoning), judge bool settings (cancel_on_approval et
al.), and the user-roles-modal role assignment list. The two
ogp-cred / eogp-cred inline credential checkboxes stay as compact inline
boxes since they sit beside text inputs in tight horizontal rows.
Add Model modal — the "Enabled" toggle promoted to "Active" and moved to
the very top of the form. Tooltip explains it gates dropdown visibility
without removing the definition.
MCP authorization — the three radio buttons replaced with a vertical
.segmented-control option list. Selected row paints --accent-dim plus a
filled .segmented-indicator; focus ring uses --accent so it stays visible
on the currently-selected option.
Role permissions modal — the 19 permission checkboxes are now
.toggle-switch.perm-toggle (monospace lowercase identifiers preserved).
The permissions are split into Scopes / Admin / Workstreams & Tools
sections under caps-styled section headers so the row-flow grid no longer
slices `admin.*` mid-column.
Judge bool toggles use a static "Enabled" caption rather than flipping
text on `.checked`; flipping lagged 50–300 ms behind the slider position
because the caption was sourced from the post-save reload.
CSS cleanup — dead `.admin-checkbox` / `.perm-checkbox` rules removed.
Specificity audit (scripts/css_specificity_audit.py) returns no conflicts
on any new component class.
Tests — 525 pass on the affected slices; new tests/test_console_available_
models.py pins each branch of the resolution chain in /v1/api/models so the
home composer placeholder stays correct as precedence rules evolve.
`IntentJudge.__init__` previously had a 3-way resolution chain: registered
alias → raw model id pinned onto the session provider → session model. The
middle branch was a footgun documented in `console/session_factory.py:130-137`
— pinning the literal `judge.model` string onto the coordinator's session
provider silently broke every verdict whenever that provider didn't recognise
the model id (e.g. coordinator on Anthropic, `judge.model = "gpt-5-mini"` →
uniform `llm_fallback`).
Tightens to alias-only, matching `coordinator.model_alias` /
`model.plan_alias` / `model.task_alias`. An unknown `config.model` now logs
a warning and inherits the session model — same path as empty. Help text on
`judge.model` updated to clarify the contract.
Adds two regression tests in `TestModelAliasResolution` covering the
session-model inheritance for unknown values and the empty-model self-
consistency case.
GoogleProvider attaches raw tool_call dicts as ``provider_blocks`` on
the finish chunk for ``thought_signature`` round-trip
(``_google.py:_iter_stream``). When the same turn streamed Gemini's
``reasoning_content`` as ``reasoning_delta`` chunks, the prior
synthesizer bailed out the moment ``provider_blocks`` was non-empty
— so the captured reasoning was visible live but lost on page reload.
Replace the early-return-if-non-empty check with a reasoning-bearing
type test (``thinking`` / ``redacted_thinking`` / ``reasoning`` /
``reasoning_text``). When none of those types appear, append the
synthetic ``reasoning_text`` block to the existing list rather than
replacing it — preserving Google's tool-call fidelity blocks.
Also addresses two doc-accuracy review findings:
- ``LLMProvider.extract_reasoning_text`` docstring no longer claims
OpenAI Chat / Responses are unwired (Phase 3+4 shipped extractors).
- Add the method to the Protocol methods table in
``docs/architecture.md`` (was missing alongside the class diagram).
The earlier all-or-nothing shape check on ``_provider_content`` discarded
every valid Anthropic block in a message the moment a single foreign
block (OpenAI ``reasoning``, Gemini thought parts, the synthetic
``reasoning_text`` from path-3 capture) appeared. In the cross-model
resumption edge case that meant ``server_tool_use`` /
``web_search_tool_result`` blocks lost their ``encrypted_content``
silently, breaking web-search round-trip continuity on subsequent turns.
Replaced with a per-block walk: foreign blocks are dropped individually,
valid blocks ride the verbatim path, and an identity-preserving fast
path reuses the source list reference when nothing was filtered or
stripped (pinned by the ``is`` assertions in test_providers.py).
Also addresses validation-pass review findings:
- Document the single-tier vs three-tier ``surface_persisted_reasoning``
resolution divergence between server.py:_build_history and
session_routes.make_history_handler.
- Document why OpenAIResponsesProvider._convert_messages defaults
``replay_reasoning_to_model=False`` while Anthropic's defaults True.
- Document the ``source`` metadata field on synthetic ``reasoning_text``
blocks as reserved-for-future-use, not dead code.
- Add edge tests for non-dict / missing-type-key blocks in
_provider_content (defensive branches in the per-block walk).
CI test job installs `[test]` extras, which omits `anthropic`. The two
TestSessionToWireBoundaryIntegration cases drive the real
AnthropicProvider.create_streaming, which calls _ensure_anthropic() and
raises ImportError. Match the repo convention (test_channel_discord,
test_channel_slack, test_tls_*) by gating the helper with
pytest.importorskip("anthropic").
PR #498 round-robin review surfaced 5 findings. 4 applied; 1 rejected
with rationale.
Applied
* **Copilot finding 5** (history_decoration.py:341): dispatcher
inspected only ``provider_content[0]['type']``. OpenAI Responses
captures EVERY ``output_item.done`` event into ``provider_blocks``
(not just reasoning) — in practice the order is
``[reasoning, message, ...]`` but the API doesn't guarantee that;
a hypothetical ``[message, reasoning]`` ordering would silently
drop the reasoning under an index-only check. Now walks the list
for the first block whose type is in ``_BLOCK_TYPE_PROVIDER_FACTORY``,
then dispatches the WHOLE list to that provider's extractor. Each
provider's extractor already filters internally by its own block
type, so passing the full list is correct. Regression test added
(``test_dispatcher_scans_past_unrecognized_first_blocks``).
* **Copilot finding 3** (migration 052 docstring): the previous
review-fix wave used sed to rename ``persist_reasoning`` →
``surface_persisted_reasoning`` everywhere, which mangled a
historical reference in the migration docstring ("The earlier name
``surface_persisted_reasoning`` was renamed..."). Restored to
point at the actual pre-rename name (``persist_reasoning``).
* **Copilot finding 4** (sdk/typescript/src/events.ts:26):
``HistoryEvent`` JSDoc still referenced ``persist_reasoning`` —
the sed rename only walked ``turnstone/`` and ``tests/``, missing
the TypeScript SDK. Updated to ``surface_persisted_reasoning``.
Also widened the comment to cover all three reasoning-bearing
block types (Anthropic ``thinking``, OpenAI Responses ``reasoning``,
synthetic ``reasoning_text``) instead of mentioning only Anthropic.
* **github-code-quality finding** (session.py:1120): ``_resolve_server_type``
had a bare ``except Exception: pass``. Replaced with a
``log.debug(..., exc_info=True)`` + explanatory comment. Behaviour
unchanged (still returns ``""`` on any lookup failure); failures
are now observable under DEBUG triage.
Rejected (with rationale)
* **github-code-quality finding** (_protocol.py:265):
``extract_reasoning_text``'s body is ``...`` per ``LLMProvider``
Protocol convention. Every method in the file uses ``...`` (PEP
544 idiomatic Protocol style). Changing only this one to
``raise NotImplementedError`` would be inconsistent with the rest
of the file. CodeQL's "statement has no effect" warning is
technically correct for ``...`` as a standalone expression but
ignores the documented Python Protocol convention. No fix.
Docs sync
* docs/api-reference.md: ``history`` SSE event message-shape table
gains the optional ``reasoning`` field.
* docs/architecture.md: ``ModelCapabilities`` row in the type table
gains ``supports_reasoning_replay``; ``StreamChunk`` and
``CompletionResult`` rows gain the existing ``provider_blocks``
field (was missing pre-PR). New "Per-model reasoning persistence"
subsection under the Models config section, documenting the two
flags + capability gate + three reasoning paths + cross-provider
shape filter.
* docs/settings.md: new "Reasoning persistence (per-model)"
subsection with the two-flag table and capability-gate note.
* docs/diagrams/03-core-engine-classes.puml: ``LLMProvider`` interface
adds ``extract_reasoning_text`` + the new ``replay_reasoning_to_model``
kwarg; ``ModelCapabilities`` class adds ``supports_reasoning_replay``.
PNG regenerated.
Lint + test gate
* ruff check + ruff format clean.
* mypy clean (191 source files).
* pytest -m 'not live' — 6116 passed (3 deselected), +1 net new test
(``test_dispatcher_scans_past_unrecognized_first_blocks``).
Multi-stage /review on the full Phase 1+2+3+4 stack surfaced 9 findings
(0 critical, 3 major, 5 minor, 1 nit, 1 uncertain). All applied.
Major
* perf-1 (session_routes.py:2402): make_history_handler ran sync
storage.load_workstream_config inside async def history on the cold-
workstream path, blocking the event loop on every dashboard /history
request for non-resident workstreams. Every other storage call in
the same handler correctly used asyncio.to_thread. Wrap the sync
call in asyncio.to_thread (preserving the existing try/except so a
DB failure still degrades to the conservative-default branch instead
of bubbling out).
* q-2 (test_reasoning_audit_log_discipline.py): the security-sensitive
test (reasoning text never lands at INFO+ severity) only covered the
4 Phase 1 surfaces. Phase 2 added the strip predicate in
AnthropicProvider._convert_messages and Phase 3 added 3 more code
paths that touch reasoning text — none guarded. Added 4 parallel
tests using the existing capture-and-walk infrastructure:
OpenAIResponsesProvider.extract_reasoning_text,
OpenAIChatCompletionsProvider.extract_reasoning_text,
ChatSession._stream_response (drives the synth-block stamp via a
fake reasoning-emitting stream), AnthropicProvider._convert_messages
with replay_reasoning_to_model=False (drives the Phase 2 strip
predicate).
* q-1 (model_registry.py:42): the persist_reasoning flag name implied
storage-control but actually gates UI rehydration only — operators
flipping it could reasonably expect "stop persisting reasoning" but
storage of reasoning bytes happens in provider_data regardless.
Renamed everywhere to surface_persisted_reasoning: ModelConfig
field, migration 052 column (renaming in-place since 052 is not yet
on main), schema, MODEL_DEFINITION_MUTABLE allowlist, _postgresql.py
+ _sqlite.py CRUD impls, _protocol.py create_model_definition
signature, 3 console_schemas Pydantic models, console/server.py
admin POST + PUT, model_registry row mapper, history_decoration.py
helper parameter, server.py _build_history local var,
session_routes.py make_history_handler local var, sdk/events.py
HistoryEvent docstring, admin.js form id + override pill label,
index.html form input id + UI label + tooltip, coordinator.js (none
needed), and every test that referenced the old field name. The
admin tooltip now reads "Storage of reasoning bytes is unaffected
by this flag — they ride in provider_data regardless" so the
decoupling stays explicit at the operator surface.
Minor
* bug-1 (history_decoration.py:336): dispatcher discriminated on
provider_content[0]["type"] only. Anthropic's redacted_thinking
blocks (sealed by the safety system) can appear before, after, or
interleaved with regular thinking blocks per the API docs. When a
redacted block lands first, the dispatcher returned "" and the UI
silently lost the surrounding thinking text. Registered
"redacted_thinking" as a second key in _BLOCK_TYPE_PROVIDER_FACTORY
pointing at the same AnthropicProvider factory — the existing
extractor's type=="thinking" filter already correctly skips redacted
blocks while walking the full list. Regression test added.
* q-3 (_protocol.py:155): replay_reasoning_to_model defaults split
across 9 sites — operator-side defaults to False (matches DB
server_default), provider-API defaults to True (back-compat with
direct callers). Original "pick False everywhere" fix would have
silently flipped behaviour for any direct provider caller. Instead
documented the intentional bifurcation in the Protocol's
create_streaming docstring.
* q-4+q-5 (_protocol.py:107 + 3 providers): MAX_REASONING_DISPLAY_BYTES
was enforced via Python str slicing which counts code points, not
UTF-8 bytes — 4-byte CJK/emoji glyphs would blow past the byte
ceiling. Renamed to MAX_REASONING_DISPLAY_CHARS to match actual
behaviour. Hoisted the 4-line truncation pattern into a shared
_join_reasoning_with_cap helper in _protocol.py; each provider's
extractor becomes a single line at the tail.
* q-6 (tests/_session_helpers.py): _NullUI + _make_session were
duplicated verbatim between test_session_replay_reasoning.py and
test_session_synth_reasoning_block.py. Hoisted to a shared
tests/_session_helpers.py module (importable, leading underscore so
pytest doesn't try to collect it). test_model_registry.py's
_make_session has a different signature (registry/model_alias args
+ _FakeUI) and is not a candidate for sharing.
Nit
* q-7 (history_decoration.py:286): _make_provider_factory used a
dict-as-cell workaround for closure read-only scope. Replaced with
the more idiomatic nonlocal pattern.
Lint + test gate
* ruff check + ruff format -- clean.
* mypy -- no issues across all 191 source files.
* pytest -m 'not live' -- 6115 passed (3 deselected). Net +5 tests
(4 audit-log discipline + 1 redacted_thinking dispatcher).
Refinements vs the dedupe output (caught during sanity rendering
the report)
* perf-1 fix preserved the try/except wrapper. The original "wrap in
to_thread" one-liner would have let an OperationalError bubble out
instead of degrading to the fallback branch.
* q-3 fix explicitly documented the bifurcation rather than
collapsing both sides to False. "Pick False everywhere" would
silently flip back-compat behaviour for direct provider callers.
* q-1 fix included the admin.js:5292 fallback site
(m.persist_reasoning !== false) that the original threaded-change
list missed.
* q-6 fix verified the third _make_session in test_model_registry.py
is structurally different (different signature + different UI
helper) and intentionally NOT a dedupe target.
Wire reasoning capture and (where the API supports it) replay for the
two remaining provider paths. Phase 3 was originally scoped as
"OpenAI Responses + Gemini" but a spike against the OpenAI SDK source
revealed that Gemini routes through the OpenAI-compatible endpoint
(``/v1beta/openai/``), which is structurally identical to vLLM /
llama.cpp / any other Chat-Completions-shaped local model. Phase 3
and Phase 4 collapse into one feature with two distinct sub-paths:
* **Path 2 (OpenAI Responses)** — full capture+replay. ``include=
["reasoning.encrypted_content"]`` on the request makes the API
surface ``encrypted_content`` on reasoning items in
``provider_blocks``; ``_convert_messages`` round-trips them as
``ResponseReasoningItemParam`` input items on subsequent turns.
Verified against the OpenAI Python SDK 2.33.0 source
(``response_reasoning_item.py:31-62``,
``response_reasoning_item_param.py:33-37``,
``response_create_params.py:70-74``). Even with ``store=False``,
``encrypted_content`` round-trips correctly per the SDK's own
documentation.
* **Path 3 (Chat Completions / vLLM / llama.cpp / Gemini-compat)** —
persist-only. Canonical OpenAI Chat Completions has no reasoning
field on the wire, but several local-model servers tack on
``delta.reasoning_content`` as Pydantic extras. ``ChatSession.
_maybe_synth_reasoning_block`` stamps a synthetic ``{type:
"reasoning_text", text, source?}`` block onto ``_provider_content``
at end-of-stream when no native ``provider_blocks`` were emitted but
``reasoning_parts`` accumulated text. The ``source`` field carries
``server_compat.server_type`` (vllm, llama.cpp, sglang, …) for
diagnostic value — informational only, doesn't gate behaviour.
Reasoning text NEVER replays back to the model on this path; it
rides ``_provider_content`` only for ``/history`` UI rehydration
and gets stripped from the wire by the existing
``sanitize_messages`` underscore-prefix strip on every request.
What this change does
* ``ModelCapabilities.supports_reasoning_replay: bool = False`` added
to the dataclass. Set True on every OpenAI reasoning model
(gpt-5* + o-series via the Responses API) and every Anthropic
Claude entry (default + 6 model-specific). Path-2 wire-build does
``replay_active = bool(replay_reasoning_to_model and caps.supports_
reasoning_replay)`` so an operator who flips the flag on a
non-reasoning model (gpt-4o via Responses) silently no-ops rather
than emit a malformed ``include=`` request.
* ``OpenAIResponsesProvider`` gains:
- ``_build_kwargs`` accepts ``replay_reasoning_to_model: bool``
(threaded from ``create_streaming``/``create_completion``);
adds ``include=["reasoning.encrypted_content"]`` when active.
- ``_convert_messages`` accepts the same flag, captures
``_provider_content`` reasoning items pre-sanitization, and
emits them as input items immediately before the assistant
message they belong to. Position is tracked by ASSISTANT
ORDINAL (not raw index) — ``sanitize_messages`` drops orphan
tool results and inserts synthesized error tool messages, but
NEVER drops or duplicates assistant messages, so the n-th
assistant in the original list is invariably the n-th in the
sanitized list. Index-based lookup would have silently
misrouted reasoning attachments after any tool-message repair.
- ``extract_reasoning_text`` walks ``type=="reasoning"`` items and
returns ``summary[*].text`` + ``content[*].text`` concatenation.
- ``_reasoning_item_for_input`` projects a stored item into
``ResponseReasoningItemParam`` shape (drops server-only
``status``). Returns ``None`` when ``id`` is missing or non-
string per the SDK ``Required[str]`` schema; caller skips
appending, preventing malformed input items from reaching the API.
* ``OpenAIChatCompletionsProvider`` gains:
- ``extract_reasoning_text`` walks synthetic
``type=="reasoning_text"`` blocks and returns the concatenated
text directly (no underlying provider semantics — the synth
block IS the surface).
* ``ChatSession`` gains:
- ``_resolve_server_type(alias)`` reads ``server_compat.server_type``
from the active model's capabilities dict.
- ``_maybe_synth_reasoning_block(provider_blocks, reasoning_parts)``
creates the synthetic ``reasoning_text`` block when no native
blocks were emitted but reasoning was captured. Wired at the
end of ``_stream_response`` immediately before the
``_provider_content`` stamp.
* ``history_decoration.py`` dispatcher collapses three near-identical
lazy-init singleton getters (one per recognised block type) into a
single ``_BLOCK_TYPE_PROVIDER_FACTORY`` dict + helper. Adding a
fourth provider becomes a one-line dict entry.
* Constants hoist: ``MAX_REASONING_DISPLAY_BYTES = 64 * 1024`` moved
from three sibling provider modules into ``_protocol.py`` so a
tuning change propagates uniformly to every provider's display path.
Cross-provider safety
The synthetic ``reasoning_text`` block type is intentionally NOT in
``ANTHROPIC_VALID_BLOCK_TYPES`` (Phase 2 constant). Cross-model
resumption (operator switches from a local model to Anthropic mid-
workstream) falls through Phase 2's shape filter cleanly to the
text+tool_calls rebuild path rather than reaching Anthropic with a
malformed block. Pinned by ``test_synthetic_block_falls_through_
anthropic_shape_filter``.
Same protection applies in reverse: OpenAI Responses
``type=="reasoning"`` items reaching Anthropic mid-workstream fail
the shape filter and rebuild from text+tool_calls.
Tests (49 net new tests)
* ``tests/test_provider_openai_responses_reasoning.py`` (21 tests):
- Extractor unit tests: empty/none/no-reasoning/single/mixed/
truncation/malformed/non-list (8).
- ``_reasoning_item_for_input`` projection (4 tests including the
new None-on-missing-id guard).
- ``_build_kwargs`` include= gating: flag+capability/flag-false/
capability-false/default-omits (4).
- ``_convert_messages`` reasoning round-trip: emit-before-assistant/
drop-on-replay-false/foreign-shape-skipped/default-replay-false (5).
* ``tests/test_session_synth_reasoning_block.py`` (23 tests):
- ``_maybe_synth_reasoning_block`` direct unit tests (6).
- Cross-provider safety regression — synthetic block falls through
Anthropic shape filter (2).
- ``OpenAIChatCompletionsProvider.extract_reasoning_text`` for the
new synthetic block type (6).
- ``_resolve_server_type`` direct unit tests (5).
- ``_stream_response`` integration tests driving fake reasoning-
emitting streams through the actual session method (3 tests
— added in response to a code-review finding that pinned the
wire-up at session.py needs an integration test).
* ``tests/test_session_replay_reasoning.py`` extended with 4
``TestSessionToOpenAIResponsesBoundaryIntegration`` tests driving
``session._try_stream`` -> real ``OpenAIResponsesProvider`` ->
captured ``client.responses.create`` SDK boundary call. Negative-
tested: temporarily reverting the ``include=`` step in
``_build_kwargs`` makes ``test_replay_true_adds_include_to_
responses_request`` fail; restoring makes it pass.
* ``tests/test_history_decoration.py`` extended with the new
``reasoning_text`` dispatcher branch test, and the Phase 1 stub
test for the OpenAI Responses dispatcher branch was tightened
(it now asserts real text extraction instead of the empty-string
stub).
* ``tests/test_provider_anthropic_reasoning.py`` had its Phase 1
``OpenAIResponses returns "" for reasoning blocks`` stub test
retitled and updated to assert the real Phase 3 behaviour.
Code-review pass
Multi-stage ``/review`` pipeline (4 finders + verify + dedupe) ran
on this diff. 6 findings (1 major, 3 minor, 2 nit), 0 critical, 0
security, 0 performance. All applied:
* MAJOR (bug-1+bug-4+q-1): ``_convert_messages`` enumerate-index
lookup was unsound under ``sanitize_messages`` length changes.
Fixed by switching to assistant-ordinal-keyed lookup.
* MINOR (q-2+q-3): ``_MAX_REASONING_DISPLAY_BYTES`` duplicated
across three provider modules + declared after first use.
Fixed by hoisting to ``_protocol.py``.
* MINOR (q-4): three near-identical singleton getters in dispatcher.
Fixed by collapsing to ``_BLOCK_TYPE_PROVIDER_FACTORY`` dict.
* MINOR (q-5): ``_maybe_synth_reasoning_block`` wire-up not pinned
by integration test. Fixed by adding three
``TestStreamResponseSynthBlockIntegration`` tests.
* NIT (bug-2): ``_reasoning_item_for_input`` fell back to ``id=""``;
fixed to return ``None`` on missing/non-string id.
* NIT (q-6): four naming variants for the same concept; renamed
``_convert_messages`` kwarg to match the operator-flag name.
* REFUTED (bug-3): SDK distinguishes summary vs content as separate
fields; no double-counting concern.
Briefing departures
The briefing's Phase 3 plan grouped Gemini with OpenAI Responses on
the assumption that Gemini reasoning had its own native shape (like
Anthropic's ``thinking``). The spike confirmed Gemini-via-OpenAI-
compat is path-3 (Chat Completions shape, no native reasoning
items). Phase 3+4 merger handles Gemini for free via the synthetic
``reasoning_text`` block — same mechanism used for vLLM and
llama.cpp. Whether Gemini's specific endpoint actually emits
``reasoning_content`` deltas is server-dependent and not yet
empirically verified; capture is best-effort (server-emission-driven,
no flag gate).
The briefing's Phase 4 plan stamped reasoning as Anthropic-shaped
``thinking`` blocks ``{type: "thinking", thinking: <text>}``. This
PR uses a distinct ``{type: "reasoning_text", text, source?}`` shape
to avoid a cross-model resumption hazard the briefing missed: an
unsigned synthetic Anthropic-shape block reaching Anthropic's wire
would 400 the API. The distinct shape falls through Phase 2's shape
filter cleanly without needing signature validation in the filter.
Lint + test gate
* ruff check + ruff format -- clean.
* mypy -- no issues across all 191 source files.
* pytest -m 'not live' -- 6110 passed (3 deselected). Phase 3+4
added 49 net new tests.
Make ``replay_reasoning_to_model=False`` actually suppress prior-turn
thinking blocks on the Anthropic wire (Phase 1 stored the operator
flag but the wire path always re-sent ``_provider_content``
verbatim). As a side benefit, close a pre-existing latent bug where
foreign-shaped ``_provider_content`` (e.g. an OpenAI Responses
``type="reasoning"`` block reaching Anthropic on a mid-workstream
model switch, post-Phase-3) would have 400'd the API.
Why now: Phase 1 shipped the operator knob and UI rehydration but
the wire payload still always carried thinking blocks for
Anthropic-with-thinking turns. Operators flipping replay=False saw
no behaviour change on the actual API call -- the flag only affected
``/history`` rendering. Phase 2 closes that gap.
What this change does
* ``ANTHROPIC_VALID_BLOCK_TYPES`` (frozenset of 8 block types
Anthropic's input boundary accepts) and
``ANTHROPIC_REASONING_BLOCK_TYPES`` (the strip subset) added at
the top of ``_anthropic.py``. The strip set is intentionally
narrow: ``{"thinking", "redacted_thinking"}`` -- ``tool_use`` /
``server_tool_use`` / ``web_search_tool_result`` (which carry
web-search ``encrypted_content``) MUST survive for round-trip
continuity, and a regression test pins this.
* ``_convert_messages`` signature gains
``replay_reasoning_to_model: bool = True`` (back-compat default
-- production call sites pass the resolved value explicitly).
The verbatim ``_provider_content`` replay path is now wrapped by
a shape-validity check using ``ANTHROPIC_VALID_BLOCK_TYPES``;
foreign-shaped payloads fall through to the existing text+
tool_calls rebuild path rather than reaching the API. When
shape is valid AND replay=False, a list comprehension drops
thinking blocks from ``wire_blocks`` while preserving
tool_use / web_search blocks. When all blocks are stripped
(message had only thinking, no text or tool_calls), the message
also falls through to the rebuild path -- which silently skips
if both content and tool_calls are empty (correct: stripped
reasoning has nothing to replay).
* Orphan-tool detection still walks the ORIGINAL ``provider_content``
(not ``wire_blocks``) so the strip cannot accidentally lose the
source-of-truth tool_use IDs. The implementation comment pins
this invariant.
* Protocol surface grows the kwarg on both ``create_streaming`` and
``create_completion``. ``OpenAIChatCompletionsProvider``,
``OpenAIResponsesProvider``, and ``GoogleProvider`` (via
inheritance) accept the kwarg and ignore it -- they have no
first-class reasoning shape on the wire today. Phase 3 will use
it on the OpenAI Responses adapter to gate
``include=["reasoning.encrypted_content"]``.
* ``ChatSession._resolve_replay_reasoning_to_model(alias)`` reads
``ModelConfig.replay_reasoning_to_model`` from the registry,
defaulting to ``False`` on lookup failure (the conservative
miss-fallback: replaying reasoning text against an unknown
operator preference is worse than missing the strip). Threaded
into the three production call sites:
``ChatSession._try_stream`` (streaming), ``_utility_completion``
(title gen / compaction / extraction), and the agent provider
call site (plan / task agents).
Token calibration deferred to Phase 4
The briefing's optional Phase 2 step (extending ``_msg_text_chars``
to count ``_provider_content`` bytes that survive the strip)
required either invasive flag-threading through every call site
of the static method or a lossy approximation that picked the wrong
direction for the default case. Per the briefing's ``pick a
phase'' guidance, this is bumped to Phase 4. The pre-existing
silent under-count on Anthropic-thinking turns persists when
replay=True. Strip-when-False naturally fixes the under-count by
keeping the bytes off the wire entirely; the residual case is the
opt-in replay path.
Tests (28 new, all driving through real boundary objects)
* ``tests/test_provider_anthropic_replay.py`` (19 tests):
- Strip vs preserve under both flag values (3 tests including
redacted_thinking).
- Default-kwarg back-compat preserves verbatim replay (1 test).
- Web-search tool_use + server_tool_use + web_search_tool_result
survive strip with encrypted_content intact (2 tests, edge 14).
- Orphan-tool synthesis after strip -- pins the
``provider_content`` source-of-truth read at lines 397-433
(1 test).
- Foreign-shape fallthrough: OpenAI ``type="reasoning"`` block
rebuilds via text+tool_calls (1 test).
- Mixed-shape fallthrough: even one foreign block forces
rebuild (1 test).
- Empty / None / non-list ``_provider_content`` fallthrough
(3 tests).
- Legacy Anthropic-thinking row pre-Phase-2 stays in verbatim
path -- no regression on existing conversations (2 tests).
- All-blocks-stripped fallthrough behaviour: rebuild from text
if available, silently skip if not (2 tests).
- Constants pinning: strip set is narrow, valid set includes
web search, strip is subset of valid (3 tests).
* ``tests/test_session_replay_reasoning.py`` (12 tests):
- Resolver: 6 tests covering miss / default / set / explicit /
fallback alias / exception.
- Streaming call site: 3 tests pinning the kwarg propagates
through ``_try_stream`` to a stub provider.
- Non-streaming call site: 1 test pinning
``_utility_completion`` propagates the flag.
- End-to-end boundary integration: 2 tests driving
``_try_stream`` -> real ``AnthropicProvider`` -> captured
Anthropic SDK ``client.messages.stream`` boundary, asserting
on the ACTUAL wire payload shape. Negative-tested:
temporarily reverting the kwarg-thread at
``_anthropic.py:create_streaming`` makes the wire test fail
with ``Strip predicate did not fire at wire boundary``;
restoring makes it pass.
The boundary integration tests were added in response to a code
review finding that the bare-stub call-site tests would not catch
a regression where the provider stops reading the kwarg or
``_convert_messages`` silently drops the strip. The integration
tests close that gap by inspecting what reaches the (mocked) SDK,
not just what the provider was called with.
Lint + test gate
* ruff check + ruff format -- clean.
* mypy -- no issues across all 191 source files.
* pytest -m 'not live' -- 6061 passed (3 deselected). Phase 2
added 28 net new tests.
Surface stored Anthropic thinking blocks on /history responses so
refreshing the page rehydrates the reasoning bubble. Wire payloads
unchanged. Per-model operator knobs added to model_definitions for
both UI rehydration and (Phase 2) wire-build replay.
Why now: reasoning is already round-tripped via _provider_content for
Anthropic-with-thinking turns, but never surfaces on the history wire,
so a tab reload showed only the final answer with no rationale.
Operators also have no per-model lever to opt out of UI display or to
opt in to replay-to-model on subsequent calls.
What this change does
* Migration 052 adds two boolean columns to model_definitions:
persist_reasoning (default 1) controls UI rehydration; replay_
reasoning_to_model (default 0) reserved for Phase 2's wire-build
shape filter. Mirrors the enabled column pattern (NOT NULL +
integer server_default).
* LLMProvider Protocol gains extract_reasoning_text(provider_blocks)
with concrete impls on AnthropicProvider (walks type=='thinking'
blocks, joins with newline, caps at 64 KiB) and no-op stubs on
OpenAIChatCompletionsProvider + OpenAIResponsesProvider. Google
inherits the no-op via OpenAIChat. Phase 3 will wire the OpenAI
Responses extractor once include=['reasoning.encrypted_content']
is requested.
* turnstone.core.history_decoration gains a structural dispatcher
extract_reasoning_text_from_provider_content keyed off the first
block's type field (Anthropic 'thinking' / OpenAI Responses
'reasoning' / Gemini 'thought' are non-overlapping by API design).
Both history surfaces use it: _build_history calls the dispatcher
directly (the SSE-replay path builds entry dicts from scratch),
and the lifted make_history_handler runs the list-helper variant
in the existing to_thread block.
* make_history_handler resolves persist_reasoning via three tiers:
live session -> workstream_config.model_alias (the same key
SessionManager uses to rehydrate the original model after process
restart) -> conservative True default. Operator flag-flip takes
effect uniformly on both warm and cold workstreams.
* Frontend: app.js replayHistory and coordinator.js role==='assistant'
branch each call the existing reasoning-bubble construction (for
app.js, the document.createElement pattern from the live SSE
handler; for coord, the appendMsg('reasoning') helper) when
msg.reasoning is non-empty. Reasoning bubbles render before the
content bubble, matching live SSE order.
* Admin UI: two checkboxes ('Persist reasoning', 'Replay reasoning
to model') in the model edit modal, plus override-pill display in
the model row when set to non-default values.
What is intentionally out of scope
* Phase 2 -- ANTHROPIC_VALID_BLOCK_TYPES shape filter at
_anthropic.py:312-316, _convert_messages replay_reasoning_to_model
parameter, thinking-strip branch, _msg_text_chars token-calibration
extension. The replay flag is stored but not consumed on the wire.
* Phase 3 -- OpenAI Responses include=['reasoning.encrypted_content'],
Gemini include_thoughts spike, ModelCapabilities.supports_
reasoning_replay.
* Phase 4 -- Local-model / chat-template reasoning persistence
(session.py:3486 reasoning_parts accumulator).
Tests
* AnthropicProvider.extract_reasoning_text -- 13 unit tests covering
None / empty / mixed / multi-block / cap / malformed / non-list
inputs plus other-provider no-op verification (real provider
instances, no mocks).
* extract_reasoning_for_history -- 10 dispatcher tests including
block-type discriminator routing (thinking vs reasoning vs
unknown), strip-when-flag-false, empty / non-dict guards, and
cross-role isolation.
* _build_history -- 6 boundary tests through the real Anthropic
extractor with stub sessions, including the registry-lookup
failure default-True branch.
* make_history_handler -- 5 round-trip tests through real storage:
the storage layer's reconstruct_messages decodes provider_data
into _provider_content, and the helper extracts through the real
AnthropicProvider. Includes the live-session flag honoring path,
the cold-workstream workstream_config lookup path, and the
no-alias default-True fallback path.
* Audit-log discipline -- 4 structural mock-and-assert tests that
capture every Logger.info / warning / error call across the
pipeline (extractor, dispatcher, list-helper, _build_history)
and assert no captured payload contains a marker reasoning string.
* model_definitions storage -- 6 round-trip tests: default flags,
explicit create with both flags, individual update of each flag,
and list-includes-flags assertion.
* model_registry -- 4 tests: dataclass defaults, dataclass with
explicit flags, DB-row-mapping with both flags, and pre-052
legacy-row default-fallback.
Edge cases pinned by the test suite
* Pre-052 DB rows missing the new columns degrade to dataclass
defaults (test_db_reasoning_flags_default_when_absent).
* Live session in memory has its flag honored (test_history_handler_
with_persist_flag_false_via_live_session).
* Cold workstream resolves the flag via workstream_config +
app.state.registry (test_history_handler_cold_workstream_resolves_
via_workstream_config) -- this closes the gap where a process
restart would have silently un-honored an operator flag-flip.
* Cold workstream without persisted model_alias falls through to
default True (test_history_handler_cold_workstream_no_alias_
defaults_true).
* Foreign / unknown / missing block types degrade silently to no
reasoning field rather than misroute or crash.
Lint + test gate
* ruff check + ruff format -- clean.
* mypy -- no issues across all 191 source files.
* pytest -m 'not live' -- 6030 passed (3 deselected).
Doc-debt cleanup flagged by /review on 9dc29db7. The cap+seq fix
flipped the seq-advance rule but left two doc sites describing the
old "incremented only on actual append" shape — exactly the buggy
invariant the previous commit removed. Future readers trusting the
stale docs would be one wrong assumption away from re-introducing
the silent-drop bug.
Updates the field-init comment block and the docstring on
register_listener_with_in_progress_snapshot (which sits at the
snap_seq capture site, so its contract is consumer-facing).
Also drops the now-dead `seq: int = 0` initializer in
on_reasoning_token and on_content_token — under the new shape, the
unconditional `seq = self._ws_inflight_seq` inside the lock makes
the initializer unreachable. Was load-bearing under the old
else-branch; harmless now but signals "some path leaves seq at 0"
to a reader.
Copilot caught a real bug in the cap+seq interaction: the previous
shape only advanced ``_ws_inflight_seq`` when the buffer actually
appended, on the theory that "every _seq corresponds to a buffered
fragment" was a useful invariant. It wasn't — once the buffer hit
its cap, seq stalled at the high-water-pre-cap, so a subscriber that
registered AFTER the cap was hit would capture
``snap_seq == stalled_seq``, and every subsequent live token (also
tagged with the stalled seq) would be filter-dropped by the events
handler's ``seq <= snap_seq`` dedup. Silent loss of the entire
post-cap stream for refresh-past-cap tabs.
Fix: advance seq on every emit, regardless of buffer cap. The cap
is a buffer-size limit, not a stop-streaming signal. Past-cap tokens
are absent from the snapshot's text payload (the buffer was
truncated at cap) but the live stream past them is now correctly
delivered — refresh-after-cap renders snapshot-up-to-cap then live
tokens past it, with a visual gap equal to the past-cap chunk and
no silent drop of subsequent tokens.
Test ``test_inflight_seq_increments_only_on_actual_append`` enforced
the buggy invariant and is renamed/flipped to
``test_inflight_seq_advances_on_every_emit_even_at_cap``. Added
``test_subscriber_after_cap_hit_receives_subsequent_tokens`` (and
the reasoning equivalent) as direct regressions for the
silent-token-loss scenario.
Updates the docs that describe the per-workstream SSE event stream and
the SessionUI lifecycle to match the refresh-resume changes:
- api-reference.md: documented the `state_change` event (previously
undocumented despite already being a live event) and the new
`in_progress_snapshot` event; rewrote the multi-consumer fan-out
paragraph to mention the kind-specific replay tail (state_change +
optional in_progress_snapshot) so the "no catch-up needed" claim
is no longer misleading.
- architecture.md: bumped the SessionUI Protocol stub to 16 methods
(added `on_turn_start` / `on_turn_committed`) and pointed at the
in_progress_snapshot section in the API reference.
- sdk.md: added rows for `state_change`, `in_progress_snapshot`, and
`approval_resolved` (preexisting gap) to the per-workstream event
table.
- coordinator-api-tour.md: added an `in_progress_snapshot` row to the
event table and rewrote the reconnection-contract paragraph to
cover mid-stream content/reasoning restoration.
- diagrams/04-conversation-turn.puml: added `on_turn_start()` before
the thinking-start emit and `on_turn_committed()` immediately after
`messages.append(assistant_msg)`, with notes explaining the inflight-
buffer reset semantics. PNG regenerated.
Refreshing a coordinator or interactive workstream pane while the LLM
is mid-stream now restores the partial assistant text + reasoning
immediately and flips the composer back to stop-mode, instead of
showing nothing until the response completes.
Per-turn inflight buffers (`_ws_inflight_content`, `_ws_inflight_reasoning`,
`_ws_inflight_seq`) on `SessionUIBase` are kept separate from the
existing multi-turn `_ws_turn_content` buffer that drives the
dashboard's IDLE-piggyback payload. New `on_turn_start` (top of
send-loop, defensive) and `on_turn_committed` (right after
`messages.append(assistant_msg)`, primary) lifecycle hooks reset
inflight at turn boundaries. The seq counter is monotonic across
turns so a long-lived subscriber's `snap_seq` cutoff stays valid for
the lifetime of the connection — resetting per-turn would silently
drop turn N+1's first M tokens (M = whatever was streamed pre-snapshot
in turn N).
`snapshot_and_consume_state_payload` also drains inflight at idle/error
so cancel and exception paths don't leak stale text. New
`register_listener_with_in_progress_snapshot` atomically registers a
listener and snapshots the inflight buffers; `make_events_handler`
emits a `state_change` event (so the JS busy machine flips to
stop-mode) followed by a one-shot `in_progress_snapshot` after the
kind-specific replay, then strips the internal `_seq` field from
yielded live events while filtering against `snap_seq`. A per-listener
shallow `dict` copy in the live drain prevents the multi-tab race
where one listener's `del event["_seq"]` would corrupt another
listener's filter view.
`_synthesize_cancelled_results` now emits synthetic `on_tool_result`
events for each cancelled tool so live coord tabs can drop the
newly-additive `coord-tool-batch--running` indicator cleanly. The
indicator now coexists with `--auto`/`--approved` (applied on
`tool_info` and `approval_resolved` approved; removed when every row
in the batch has a result), making live tool execution visually
parallel to the replay-time orphan rendering.
Frontend handlers in `app.js` (interactive) and `coordinator.js` (coord)
absorb EventSource auto-reconnect re-replays via a length-based
prefix check on the in-progress buffer. New `InProgressSnapshotEvent`
+ `StateChangeEvent` dataclasses in the Python and TypeScript SDKs
with type guards.
`_MAX_TURN_CONTENT_CHARS` lifted 256 KiB → 512 KiB (single constant
for both buffers — headroom for current commercial models).
Regression tests cover race-free composition under concurrent writers,
seq-filter dedup invariants, the cross-turn seq monotonic invariant,
idle/error inflight drain, synthesized `on_tool_result` on cancel
(including UI-hook failure isolation), and the multi-listener
shared-dict invariant.
Two findings, both confirmed against the source:
1. Migration 051's downgrade rewrote every '[]' row back to '{}',
which would (a) destroy operator-written empty arrays and
(b) reintroduce the known-invalid sentinel that every consumer
rejects. Pre-migration '{}' rows and operator-authored '[]' rows
are indistinguishable after upgrade — there is no clean inverse
for the data state. Made downgrade an explicit no-op with the
rationale documented inline; '[]' is the correct shape under any
consumer's interpretation, so leaving the data untouched on
downgrade is strictly safer than reversing it. Updated the
module docstring to call this out.
2. admin_update_skill's notify_on_complete validator short-circuited
on empty string: `if nc and nc != "[]":` skipped the JSON-parse
branch when nc=="" and persisted the empty string straight to
storage, leaving a non-JSON value behind. Folded the empty case
into the existing "{}" coercion so any blank/whitespace/legacy
value normalises to "[]" before the array-validation gate.
Tests: three new regressions in TestSkillAPI — empty-string
normalises, "{}" sentinel coerces, non-array JSON 400s. The third
locks in the array-only validator that the previous "valid JSON"
gate would have accepted.
Every consumer of prompt_templates.notify_on_complete treats it as a
JSON-array string (the admin form's array editor, the JSON.isArray
validator in submitEditTemplate, _validate_notify_targets in
server.py, the documented "list of channel/contact identifiers"
shape). But the column's server_default — set in migration 011 and
inherited through 021's lift into prompt_templates — has been "{}"
(an empty JSON object) since day one.
Newly-installed remote skills inherit the schema default, so every
unlock-then-edit flow trips the array validator on the inherited
"{}" and the request never leaves the browser. The user-visible
symptom was "click Save, nothing happens"; the latent symptom was
silent shape divergence between every install and every operator-
authored skill.
Migration 051: rewrites every legacy "{}" row to "[]". Operator-
edited values (anything that's neither "{}" nor NULL) are left
intact. Downgrade restores "{}" only on rows still holding the
post-migration "[]" so any later operator edits stick.
Server-side defaults flipped to "[]" in the same PR so new rows
land correct without depending on the column's server_default:
- _schema.py prompt_templates.notify_on_complete server_default
- StorageBackend protocol create_prompt_template kwarg
- sqlite + postgres create_prompt_template kwargs
- console_schemas.py SkillCreateRequest / SkillUpdateRequest /
SkillInfo Pydantic defaults
- core/session.py ChatSession._notify_on_complete initial value
- server.py initial-message worker fallback when skill_data omits
the field
admin_update_skill validator now also rejects non-array JSON (was
"valid JSON" only — would have accepted "{}" or "{\"a\": 1}").
_skill_to_response coerces legacy "{}" rows to "[]" on read so the
admin UI sees a consistent shape even before migration 051 runs.
The frontend's `tmpl.notify_on_complete || "[]"` fallback already
handled empty-string but not "{}" — the read-side coercion makes
it moot.
Designer-review follow-up to the .is-visible sweep. With role=alert
+ aria-live=assertive, AT engines re-announce when the element's
text content changes — but without aria-atomic some engines only
read the diff between old and new content. With aria-atomic=true
the entire updated message is read each time, which matters when a
validation error is replaced by a server error on retry (or
vice-versa).
Added aria-atomic=true to all 24 modal error elements (every
role=alert with aria-live=assertive). Same accessibility uplift
across the board — no per-modal exceptions.
Also dropped the stale `style="display: none"` attribute from the
three MCP error elements (mcp-create-error, mcp-import-error,
mcp-install-error). The CSS rule
.admin-modal [role="alert"] { display: none; }
already hides them by default — the inline attribute was redundant
and would have overridden the .is-visible toggle if the class-based
contract is ever changed.
Sweep of the latent bug PR #494 fixed for the skill modals: the
project's CSS contract for modal errors is
.admin-modal [role="alert"] { display: none; }
.admin-modal [role="alert"].is-visible { display: block; }
…but ~30 sites across governance.js and admin.js were toggling
`style.display = ""` instead of the .is-visible class. The "show"
side broke silently — clearing the inline style fell back to the
CSS `display: none` so the error never rendered, and any
validation failure looked like an unresponsive button.
Mechanical conversion of every show/hide site for these modal
error elements:
governance.js
create-role-error, edit-role-error
create-policy-error, edit-policy-error
github-import-error
cpp-error, epp-error (custom + eval prompt policies)
create-hr-error, edit-hr-error (heuristic rules)
create-ogp-error, edit-ogp-error (output-guard patterns)
admin.js
mcp-create-error, mcp-import-error, mcp-install-error
Plus the global `_showModalError` helper in admin.js — its
`style.display = "block"` happened to work today (inline display
beats the CSS rule), but normalising it to .is-visible keeps every
modal on a single canonical path. The five modals that route their
show side through that helper (create-user, create-token,
create-channel, create-schedule, edit-schedule) had their hide
sides converted in lockstep.
Added a comment on `_showModalError` documenting the contract so
the next contributor doesn't reintroduce the bug.
Out of scope: model-create-error (already canonical), home-coord-error
(not in .admin-modal), edit/create-template-error (fixed in #494).
No CSS or HTML changes; behaviour-equivalent for hide sides; show
sides go from broken-silent-no-render to correct-render-with-AT-
announcement.
Once edit-template-error is actually visible (the visibility fix in
this same PR), a stale error now persists across resubmit cycles:
the user sees a red message, fixes the input, clicks Save, the
validator passes, the PUT goes out — and the previous error stays
on-screen the whole time, only clearing when the modal closes on
success.
Fix at the start of submitEditTemplate / submitCreateTemplate:
clear .is-visible AND empty textContent. Cheaper than tracking
every validator branch and every .catch path; a fresh submit is a
clean slate.
Smoke-testing the unlock flow surfaced a latent bug: clicking Save
on the edit-skill modal silently no-op'd whenever the
notify-on-complete field had non-JSON content. The error div was
DOM-correct (text content set, role=alert, aria-live=assertive),
but invisible — because the project's modal-error CSS contract is:
.admin-modal [role="alert"] { display: none; }
.admin-modal [role="alert"].is-visible { display: block; }
…and the JS in submitEditTemplate / submitCreateTemplate was
clearing the inline `display: none` via `el.style.display = ""`.
That falls back to the CSS rule, which still says `display: none`,
so the error never rendered. The user saw no error and the click
felt unresponsive (compounded by the early-return before the
disabled-state reset, which also made Save look broken).
Fixed both skill-modal flows (create + edit) by toggling the
canonical `.is-visible` class instead. Six sites in governance.js:
the two early-return show paths, the two .catch show paths, and
the two modal-open hide-resets.
Scope note: this same bug pattern exists in ~20 other modal error
sites across governance.js and admin.js (create-role, edit-role,
create-policy, edit-policy, github-import, cpp, epp, create-hr,
edit-hr, create-ogp, edit-ogp, mcp-create, mcp-import, mcp-install,
plus admin.js sites that don't go through _showModalError). All
pre-existing, broken silently for who knows how long. Out of scope
for this PR — recommend a follow-up sweep that also normalises
_showModalError's `style.display = "block"` to the same convention.
Designer review of the cb5fa1b lock-icon iteration flagged five
items; four are addressed here, one was a deliberate trade-off
documented below.
- Glyph hardening (#2): the lock character is now 🔒︎ — U+1F512 with
the U+FE0E text variation selector — paired with the existing
font-variant-emoji: text rule. font-variant-emoji shipped late
and isn't universal yet (Chrome 131+, Safari 16.4+, Firefox 132+);
the explicit text VS is belt-and-braces so older Chromium / most
Linux don't fall back to a coloured emoji that would clash with
the monochrome instrument-panel aesthetic.
- Accent-line de-conflict (#3): top:14px → 18px so the lock button
sits below the modal's ::before accent-line decoration's visual
band rather than competing with it horizontally. h2's
padding-right reservation (44px) still gives the title clearance.
- Mobile touch target (#4): @media (max-width: 700px) bumps the
button to 44×44 (WCAG 2.5.5 / Apple HIG / Material minimum) and
shifts it to top:8px right:8px, with h2 padding-right widened to
56px to match.
- Keyboard discoverability (#6): on readonly open, focus lands on
the lock button instead of Cancel. Keyboard users hit the unlock
affordance immediately instead of having to Tab past every
disabled spec input to reach it. Cancel is one Shift-Tab away.
Deferred:
- (#1) Reviewer flagged top-right placement as risking confusion
with the universal × close-button convention. Keeping the
icon-only design per product direction; the bordered chip styling
+ accent-coloured hover make it visually distinct from the
thin-stroke unbordered × pattern, and the confirm dialog catches
any misclick safely.
- (#5) Optional empty-corner indicator after unlock — the
"Customized from upstream" badge text already carries the signal;
not adding new chrome.
Three issues from manual smoke-testing the unlock flow:
1. Confirm dialog rendered behind the edit-skill modal. Both
overlays sat at z-index 600, and confirm-overlay is earlier in
the DOM than edit-template-overlay — so DOM order put the parent
modal on top of its own confirm. Bumped confirm-overlay to 650
(still below toasts at 700) since confirm dialogs are launched
FROM other overlays and need to sit above them.
2. Save button stayed disabled (or non-functional) after unlock.
submitEditTemplate disables etm-submit on click and re-enables in
.finally, but a stale disabled=true survives the mutate-in-place
re-render that runs after unlock. Always reset
submitBtn.disabled = false in showEditTemplateModal so the
re-render path can never inherit a stuck disabled state.
3. UX redesign — moved the unlock affordance from a "Customize…"
button at the bottom of the footer to a 🔒 icon button at the
top-right of the modal. The lock glyph is the universal "this is
locked, click to unlock" affordance and reads more clearly than
a footer button next to Cancel/Save. font-variant-emoji: text
keeps it monochrome on browsers that support it (instrument-panel
aesthetic) with graceful fallback to coloured emoji elsewhere.
admin-modal-skill h2 reserves padding-right so a long title can
never collide with the absolute-positioned button.
Cleanup: removed the now-unused .modal-secondary and
.modal-buttons-spacer rules; the bottom etm-unlock button + flex
spacer are gone from the modal footer.
Copilot caught that prompt_templates.readonly is an Integer column
(_schema.py: sa.Column("readonly", sa.Integer, nullable=False,
server_default="0")) and create_prompt_template stores it as 1/0,
but unlock_skill in the postgres backend was passing a Python bool
(readonly=False). The sqlite impl already uses 0; this aligns the
two backends and matches the 0/1 idiom used for the sibling flag
columns (is_default, auto_approve, enabled).
The other Copilot findings on this PR (loadGovSkills race, NBSP
double-space, list_skill_versions O(history_size), ignored
set_skill_readonly return value + None re-read) were all closed by
the prior review-feedback commit (eea795d): the snapshot+flip is
now an atomic unlock_skill() that uses SELECT MAX(version)+1
internally, the handler guards both the unlock_skill return and the
post-flip get_prompt_template re-read, the JS chains
showEditTemplateModal off loadGovSkills's promise, and the badge
NBSP matches the sibling pattern.
Code review caught a race + a missing None guard; designer review
caught a window.confirm regression and a button-hierarchy issue.
Backend:
- Race fix (bug-2): replace set_skill_readonly+create_skill_version
with a single atomic unlock_skill(template_id, snapshot, changed_by)
-> int|None on the storage protocol (sqlite + postgres). Snapshot
insert + readonly flip happen in one transaction; the next version
number is computed via SELECT MAX(version)+1 inside the txn rather
than len(list)+1 outside, closing the (skill_id, version)
collision window where two concurrent admin actions could both pick
the same version.
- None guard (bug-3): check the post-flip get_prompt_template re-read;
return 404 instead of letting _skill_to_response(None) raise.
- Audit body: also record snapshot_version, and harden None-vs-empty
with `or ""` on the existing.get(...) calls.
Frontend:
- D-1: replace window.confirm with the existing showConfirmModal
(admin.js:2350) — themed dialog, focus-trap, can render the source
URL with consistent typography. The native dialog could collapse
the multi-paragraph copy depending on browser.
- D-2: mutate-in-place on success rather than hide → reload → reopen.
loadGovSkills now returns its fetch promise so unlockSkill can
chain showEditTemplateModal after the cache refresh — no flicker,
no focus bounce, and it kills bug-1 (the reopen was reading stale
_govSkills before loadGovSkills resolved). showEditTemplateModal
is idempotent when already open: it skips the trigger-element
capture and the focus-trap reinstall.
- D-3: button hierarchy. Drop flex:1 from .modal-secondary so the
Save button keeps a stable width whether or not Customize is
rendered; insert a flex-spacer between Customize and Save so the
destructive-ish detach groups left next to Cancel and the primary
action floats right.
- D-4: NBSP normalized to match the existing escape pattern
on the sibling badge line (was an actual NBSP byte).
- D-5: success toast now reads "Skill unlocked — fields are now
editable" so the operator gets a positive affirmation that the
edit affordance is live.
- D-10: aria-describedby="etm-origin-badge" on disabled spec inputs
so screen-reader users get the same "this came from upstream"
context that sighted users see in the cyan badge.
Tests: + test_unlock_skill_versions_after_existing_history seeds an
out-of-order version (3) and asserts unlock picks 4, defending
against the len()-based version computation regressing.
skills.sh / GitHub installs land with readonly=True so admins can only
tune runtime config (model, temperature, etc.); the SKILL.md spec is
locked. In practice, upstream skills aren't always tuned for turnstone,
so locking the spec adds friction without a real safety win — every
edit is audited and version-snapshotted regardless.
This adds an explicit unlock so the boundary stays visible (multi-user
audit trail benefits from a discrete event, vs. silently dropping the
gate). Behaviour:
- POST /v1/api/admin/skills/{id}/unlock — flips readonly=False on a
readonly row. Snapshots the pre-unlock state into skill_versions so
the upstream-pristine version is recoverable from the History tab.
Records skill.unlock audit with {name, source_url, origin}. 400 on
already-unlocked, 404 on missing.
- origin stays "source" after unlock so the UI keeps a "Customized
from upstream" provenance badge — the readonly flag is the gate, the
origin field is the lineage.
- Storage: dedicated set_skill_readonly writer on the protocol +
sqlite + postgres backends. readonly is intentionally absent from
SKILL_MUTABLE so the generic update path can't piggyback on a
provenance flip — the dedicated writer pattern matches what's
already used for set_mcp_oauth_client_secret_ct.
- Frontend: "Customize…" button in the edit modal (visible only when
readonly), with a confirm dialog explaining the upstream-detach.
Once unlocked the existing edit-skill flow handles spec edits with
no other changes. Origin badge updates to show "Customized from"
the upstream URL when a source-origin row is unlocked.
Tests cover: unlock flips readonly + persists, pre-unlock snapshot
written to skill_versions, 400 on already-unlocked, 404 on missing,
post-unlock PUT can edit name/content/description (the readonly gate
no longer fires).
Three issues caught by Copilot on the initial PR:
1. SKILL.md size cap was measured in code points, not UTF-8 bytes.
`len(str)` is a *lower* bound on encoded byte length — multi-byte
chars (emoji, CJK) inflate up to 4×, so a 100k-emoji SKILL.md
(400KB encoded) would slip past the 256KB cap. Switch to
`len(contents.encode("utf-8"))` and surface lone-surrogate failures
as SkillSourceError instead of dropping them silently. New
regression test feeds emoji content.
2. _skills_sh_source_url did not normalize the skill_id, so a sloppy
id from `/api/search` (whitespace, surrounding slashes) would pass
`_split_skills_sh_id`'s charset check (which strips first) and
produce a malformed persisted source_url that broke the
discover-UI dedup contract. Strip the id inside the helper, and
reconstruct the canonical id from validated parts in
download_skill's listing so downstream callers never see the raw
input.
3. The catch-all `except Exception:` around create_prompt_template
relabeled every storage failure (DB connection, disk full,
permission errors) as "conflict", masking operational issues.
Translate IntegrityError → StorageConflictError at the storage
shim (matching the pattern already used for OIDC user
provisioning) in both sqlite and postgres backends, then catch
StorageConflictError specifically in the install handler. Real
conflicts → "conflict" + warning; other exceptions → new
"internal error" reason + log.exception.
Tests: +3 (oversized multibyte SKILL.md, source_url normalization,
storage-layer conflict translation). 226 passing.
The skills.sh install path was failing with 404s because their public
API surface changed: /api/skills/{id} is gone, replaced by
/api/skill/[owner]/[repo]/[skill] (auth-walled) and
/api/download/[owner]/[repo]/[skill] (unauthenticated, returns the
SKILL.md + bundled resources inline as JSON). The error was not
surfacing in logs because admin_skill_install had a silent
`except Exception:` around create_prompt_template that relabeled every
storage failure as "conflict" with no log entry.
- Replace SkillsShClient.resolve_github_url with download_skill that
hits /api/download/{owner}/{repo}/{skill} and returns a SkillPackage
directly. No GitHub round-trip; no rate-limit surface.
- Add _split_skills_sh_id with strict per-segment charset validation
([A-Za-z0-9._-]+) so URL-hostile content can't produce a malformed
request or divergent persisted source_url.
- Use len(contents) instead of len(contents.encode("utf-8",
errors="ignore")) for the SKILL.md size cap — errors='ignore' was
silently dropping invalid units, making the cap bypassable.
- Extract _accept_resource(rel_path, byte_size) gate predicate; share
it between download_skill and the GitHub _find_resource_files helper.
- Have search() derive a deterministic source_url from the skill id
when /api/search omits one (which it currently always does), so the
discover-UI "already installed" check matches what download_skill
persists.
- Add structured logging across admin_skill_install and
admin_skill_discover: a shared _log_install_failure helper for the
four except branches (was four near-duplicate log calls with one
drift), plus per-resource failure tallying — partial-resource
installs now surface failed_resources in the response and audit
record instead of silently committing the skill row with missing
assets.
Tests: 7 new — empty/non-list files, oversized SKILL.md, resource
cap, non-text extension filtering, plus _split_skills_sh_id charset
rejection (whitespace, query chars). Verified end-to-end against
live skills.sh with tavily-search.
Four Copilot findings on c6041c6 — all confirmed valid, all bounded
to authenticated-user prompt-injection scenarios but worth closing
before merge.
Wrapper-detect bypass (string + list branches of
``_apply_reminders_for_provider``):
The round-2 fix used ``content.startswith("<tool_output>\\n")`` to
detect already-wrapped content and skip ``escape_wrapper_tags``. A
tool whose RAW output starts with that prefix (e.g. ``echo
'<tool_output>'``) would match and have its escape skipped, letting
literal ``<tool_output>`` / ``<system-reminder>`` tags reach the model
and impersonate a system envelope. Replace the prefix check with
``extract_advisories_from_tool_envelope(content) is not None`` —
parsing requires the open AND matching close tags AND a structurally
valid envelope, raising the bypass bar significantly.
Mirror fix in the list-content branch so a tool emitting an unmatched
envelope as a text part can't bypass the per-text-part escape.
``_build_history`` legitimate-envelope drop:
The list-content drop path previously removed any text part starting
with ``<tool_output>\\n``. A tool that legitimately outputs a
well-formed envelope (documentation viewer, code analyzer demoing the
wrapper, an echo tool) would have that part silently disappear on
replay. Tighten the drop heuristic to require BOTH ``cleaned_text ==
""`` AND at least one extracted advisory — the structural signature of
the injected ``wrap_tool_result("", advisories)`` carrier we produce
in ``session.py`` for list-typed tool output. A legitimate envelope
has non-empty inner body or no advisory blocks and survives the
projection.
Empty advisory body:
``queue_message`` accepts any non-None text including ``""`` and
whitespace-only strings. ``_classify_advisory`` would return a
``user_interjection`` advisory with empty / whitespace body, which
``replayAdvisoriesAfterTool`` then renders as a featureless empty user
bubble. Filter empty / whitespace-only bodies at classification time
so the wire-shape contract is uniform: no empty advisories ever ride
the wire.
Tests:
* ``test_apply_reminders_escapes_tool_output_starting_with_envelope_prefix``
pins the structural-parser bypass close: a string starting with the
envelope prefix but lacking a close tag still gets escaped.
* ``test_apply_reminders_escapes_list_text_part_with_unmatched_envelope_prefix``
mirrors for the list-content branch.
* ``test_build_history_keeps_legitimate_envelope_text_part_with_body``
pins that legitimate envelope output stays in the projected list.
* ``test_decorate_suppresses_empty_advisory_body`` and
``test_decorate_suppresses_whitespace_only_advisory_body`` pin the
empty-body filter in ``_classify_advisory``.
Tests: 5923 passed, 3 deselected. Lint + format + mypy clean.
(cherry picked from commit c2cb6a7ea5)
Reverses the seam-2-only design from the prior commits on this branch.
Queued user messages arriving DURING a tool batch (Seam 1) splice into
the last tool result's envelope as ``UserInterjection`` advisories via
``wrap_tool_result``. Messages arriving BETWEEN turns (Seam 2) drain
as a single trailing user row via ``_flush_queued_messages`` with
``user_feedback`` (operator text alongside an approval, e.g. "y, use
full path") folded in as a prefix. Cancel/exception drains (Seam 3)
keep the existing ``_flush_queued_messages()`` call unchanged.
Why all three seams:
* Strict-template providers (Mistral, Llama via vLLM with stock chat
templates) reject role-alternation violations. A literal ``user``
row mid-tool-batch breaks ``assistant(tool_calls) → tool → ... →
assistant``; back-to-back ``user → user`` rows on the wire also fail.
* The seam-2-only design produced back-to-back ``user`` whenever
``user_feedback`` and queued items both fired — bug-1 from the round-1
review. Folding ``user_feedback`` as a prefix to the queue-drain
collapses the two into one row.
* During-batch arrivals couldn't ride seam 2 — the splice was the only
way to deliver same-turn without violating role alternation.
Storage symmetry:
Tool DB rows now store the wrapped ``output`` (envelope + advisories)
unconditionally — ``self.messages[i]['content']`` and
``conversations.content`` match exactly. List-typed output (image /
structured MCP results) uses ``wrap_tool_result(raw_joined_text,
advisories)`` at save time so the persisted string is anchored on
``<tool_output>\n`` for the replay parser. ``TOOL_RESULT_STORAGE_CAP``
is removed entirely; tools are responsible for bounding their own
output, storage faithfully represents in-memory. Removing the cap
also simplifies the parser — no truncated-envelope edge case.
Replay extraction:
``decorate_history_messages`` (REST ``/history``) and ``_build_history``
(SSE replay, resume, rewind, retry, post-load, rename re-replay) both
call the public ``extract_advisories_from_tool_envelope`` helper to
pull the envelope back into structured ``advisories`` for JS replay.
Both string content and list-typed content (image+queued-message
combo) covered. JS renders extracted advisories as normal user
bubbles after the tool block via the shared ``replayAdvisoriesAfterTool``
helper in ``shared_static/utils.js``.
Wrapper-tag escape and provider splice:
``escape_wrapper_tags`` now encodes pre-existing ``&`` first using an
``&`` sentinel so tool output containing literal entity strings
(documentation viewers, code analyzers, web scrapers returning entity-
encoded markup) round-trips correctly. Both encode and decode helpers
short-circuit on absence of ``<`` / ``&``.
``_apply_reminders_for_provider`` detects already-wrapped content
(string body and list text-part) by ``startswith("<tool_output>\n")``
and skips re-escape so existing envelopes survive intact when a tool
message also carries ``_reminders`` (the queued-message + tool-error
co-occurrence case is now common).
``decorate_history_messages`` runs in ``asyncio.to_thread`` to keep
MB-scale string work off the event loop.
Other cleanup:
* ``_collect_advisories`` delegates the queue drain to a named helper
``_drain_queued_messages_to_advisories`` so the swap-and-clear pattern
lives next to ``_flush_queued_messages``'s identical pattern and the
side-effect is documented at the call site.
* Preamble strings + body marker for ``UserInterjection`` round-trip
detection moved to module-level constants in ``tool_advisory.py``;
imported by ``history_decoration.py`` so a producer-side rephrase
can't silently desync the parser.
* ``_send_with_mocks`` ctxmgr extracted in ``test_session.py`` — the
six new send-driven tests share an 8-deep ``patch.object`` block.
* ``replayAdvisoriesAfterTool`` shared helper in
``shared_static/utils.js``; ``app.js`` and ``coordinator.js`` both
invoke it.
* Dead truncation-pill CSS removed (``.tool-output-truncated`` and
``.coord-tool-truncated``); the JS that added these elements went
away with ``TOOL_RESULT_STORAGE_CAP``.
* Tautological tests (``TestBuildHistoryAdvisoryPropagation``)
replaced with production-realistic round-trip tests built from
``wrap_tool_result(...)`` envelopes — REST and SSE-replay surfaces
pinned to the same wire shape; full DB round-trip pinned end-to-end.
Negative-tested:
* Reverting the prefix-merge in ``_flush_queued_messages`` produces
back-to-back ``user`` rows, breaking
``test_user_feedback_and_queued_coexistence_single_row_with_prefix``.
* Reverting the ``extract_advisories_from_tool_envelope`` call in
``_build_history``'s tool branch leaves the envelope verbatim in
wire content, breaking the round-trip tests.
* Reverting the wrapper-detection in ``_apply_reminders_for_provider``
entity-encodes the existing envelope's literal tags, breaking both
the string-content and list-content envelope-preservation tests.
* Reverting the ``wrap_tool_result(raw_text, advisories)`` projection
at the DB save site produces a string starting with the original
raw text, breaking
``test_tool_db_row_round_trips_list_output_with_advisories``.
Tests: 5918 passed, 3 deselected. Lint + format + mypy clean on
touched files.
(cherry picked from commit eca4bb79e4)
Round-1 ``/review`` apply-pass. Drops stale ``UserInterjection``
references from comments and docstrings that no longer describe the
post-PR drain shape, asserts the two-stream invariant in the new
queued-message persistence test, and pins the ``content.trim()`` +
``renderAssistantToolBatch`` invariants on coord-side so a future
refactor can't silently regress the Qwen3 phantom-card fix or the
chronological-order render fix.
Deferred:
* **bug-1** (back-to-back ``user`` row when ``user_feedback`` from the
approval-prompt UI callback coexists with a queued-message drain).
Reachable on strict OpenAI-compatible local templates (Anthropic and
Anthropic-via-merge-consecutive collapse fine; vLLM-hosted Mistral /
Llama enforcing role alternation can reject). The pre-PR splice
guarded against this case by riding queued items inside the tool
result envelope; that guard is what motivated the original
UserInterjection design, so the fix lane needs a deliberate decision
rather than a quick patch. Sleeping on it.
* **q-1** (delete dead ``UserInterjection`` class + tests). Held for
the bug-1 decision — if the chosen fix is to resume the splice for
the ``user_feedback``+queue coexistence case, the advisory shape
stays load-bearing. Class now carries a docstring note marking it
retained-pending-decision so a passing reader doesn't grep for
producers and assume it's actually dead.
Apply-pass content:
* ``q-2``: drop "queued user interjections" from the persistent-
advisory parenthetical in ``send``'s tool-result loop comment;
rewrite to point at ``_flush_queued_messages`` for the queue path.
* ``q-3``: ``__init__`` channel-routing comment loses "and
``UserInterjection``" — only ``GuardAdvisory`` remains.
* ``q-4``: ``_queue_tool_advisory`` docstring + the tool-error nudge
comment lose the user-interjection mentions; the docstring also now
describes the side-channel + ``_apply_reminders_for_provider``
splice path (the actual mechanism).
* ``q-5``: ``AttachmentsNotQueueableError`` docstring rewritten to
describe the post-PR ``_flush_queued_messages`` flow — the
single-combined-turn ``\n\n``-join shape can't carry image / file
blocks, and per-item separate user turns would expand the strict-
template role-ordering surface that the post-batch drain already
balances.
* ``q-6``: the new ``test_queued_message_persists_as_user_row_after_tool_batch``
in ``test_session.py`` now asserts ``stream_idx == 2`` so a future
regression where the post-batch flush runs but the send-loop short-
circuits before the next iteration surfaces in CI rather than
manual repro.
* ``q-7``: ``test_coordinator_page.py`` gets two new string-grep pins
mirroring the existing ``test_app_js.py`` shape — ``content.trim()``
on coord's assistant-replay branch and ``renderAssistantToolBatch``
for the hoisted helper that orders content card before tool batch.
## Test plan
- [x] ``ruff check`` clean
- [x] ``mypy turnstone/`` clean (189 source files)
- [x] Affected test surface (``test_session.py`` +
``test_tool_advisory.py`` + ``test_app_js.py`` +
``test_coordinator_page.py``) — 240 passed
(cherry picked from commit a032e71ff3)
Three independent rehydrate / replay regressions reported on long
multi-turn conversations after the pull-model wake stack landed.
**1. coord history replay rendered tool_calls above the assistant
narration that announced them.**
In ``coordinator.js``'s loadHistory loop, the ``role === "assistant"``
``tool_calls`` branch sat above the role switch — every assistant turn
with both narration AND tool dispatch produced ``[tool batch][content
card]`` in the DOM, even though chronological order is content first.
On a parallel fan-out (e.g. four ``close_workstream`` calls in one
turn) operators saw the assistant text "Let me close them out and
summarize" with NO tool batch between it and the next assistant
message — the four-row batch had been rendered above the announcing
text and was scrolled out of view.
Hoisted the ``tool_calls`` synthesis into a local
``renderAssistantToolBatch(m)``, called from inside the assistant
branch AFTER the content card. Live SSE order (text → dispatch →
results) now matches replay order.
**2. Whitespace-only assistant content rendered as a blank card on
replay.**
Models with vLLM's ``--reasoning-parser`` (Qwen3 in production)
strip ``<think>…</think>`` and emit only the trailing ``"\n\n"`` as
``content`` before a tool call. ``content_parts = ["\n\n"]`` saves
``content = "\n\n"`` to the conversations row. Live the user only
sees ``.msg.reasoning`` (the thinking content) — the empty
``.msg.assistant`` card lives next to it but reads as a thin
divider. On rehydrate the reasoning bubble is gone (not persisted)
and the empty assistant card is the only thing left, surfacing as
"blank cards where the assistant message was."
Both UIs now check ``content && content.trim()`` before rendering
the body — whitespace-only content skips the card entirely instead
of showing a phantom row. Live render unchanged.
**3. Queued user messages disappeared on reconnect.**
PR #474 routed queued user messages into the tool-result envelope
via ``UserInterjection`` advisories — same-turn delivery, but no
persisted user row. On page reload / cross-tab replay the
optimistic ``.msg-queued`` bubble vanished: there was no DB row to
rehydrate it.
Dropped the ``UserInterjection`` splice in ``_collect_advisories``;
the queue drains through ``_flush_queued_messages`` AFTER the tool
batch completes instead. Sequence becomes
``assistant(tool_calls) → tool … tool → user(drained)``, which is
valid for Mistral and Anthropic strict role validators (the only
forbidden shape was user injected mid-batch BEFORE the tool result,
which this still avoids). Persists a real user row → bubble survives
reconnect, and stays in the session's wire-side context window on
the next turn.
## Test plan
- [x] ``ruff check`` clean
- [x] ``mypy turnstone/`` clean (189 source files)
- [x] ``pytest -m "not live"`` — 5798 passed, 3 deselected
- [x] Updated ``test_collect_advisories_does_not_drain_queued_messages``
(was pinning the old UserInterjection shape)
- [x] Added ``test_queued_message_persists_as_user_row_after_tool_batch``
(drives ``send`` end-to-end with a queued message arriving during
the tool batch; asserts the user row lands in self.messages AND
hits ``save_message``)
- [x] Updated ``test_replay_history_renders_content_before_tool_block``
to tolerate the new ``msg.content && msg.content.trim()`` guard
- [ ] Live browser pass on coord (close_workstream parallel fan-out
rehydrates with the 4-row batch BETWEEN the announcing assistant
text and the summary) and interactive (Qwen3 ``"\n\n"`` rows no
longer paint blank cards on reload; queued bubble survives a tab
refresh)
(cherry picked from commit c11692b327)
PR #489 review feedback (Copilot + github-code-quality):
- closeSettingsPanel now closes nested revoke modal first on close-button
path (Escape was already handled by the parent keydown trap deferring
to the inner trap; missing-modal-on-close-button was an orphan-modal
hazard).
- _refreshConsentBadge now updates the settings button's aria-label +
title dynamically with the pending-consent count for screen readers
(badge stays aria-hidden — the count is in the label).
- _MAX_INSUFFICIENT_SCOPE_REPORTED promoted to public
MAX_INSUFFICIENT_SCOPE_REPORTED in mcp_http_parsers; drops cross-module
private import in mcp_oauth's /start handler.
- Stale test comment in test_session_mcp_dispatch_error.py corrected:
_exec_read_resource does not log with exc_info=True (bearer-leak
invariant).
- Rejected the protocol-method ellipsis warning: rest of _protocol.py
uses ... consistently per Protocol convention.
Lint:
- ruff format applied to test_mcp_pool_auth_integration.py and
test_mcp_pool_auth_resource_integration.py (combined `with` grammar —
pure formatting).
Flake fix — test_integration_pool_reuse_401_refresh_and_retry_succeeds
on Python 3.11 / resource-constrained CI:
Same cross-task scope hazard f6a3b66 fixed at the close side, surfacing
at the connect side. asyncio.wait_for at mcp_client.py:1206 wraps
streamablehttp_client.__aenter__ in a fresh asyncio.Task. That fresh
task enters anyio cancel scopes, completes, and dies. The eventual
stack.aclose() during eviction or auth_401 retry runs from a different
task and tries to exit scopes whose entering task is dead — anyio
raises RuntimeError, the wedged anyio state blocks the retry's stack
teardown + reconnect, and the call exceeds the 15s budget on slow
workers.
Fix: replace asyncio.wait_for with `async with asyncio.timeout(...)` so
the streamablehttp_client.__aenter__ runs in the dispatch task itself,
no fresh-task scope ownership. Aligns with invariant 18 (asyncio.timeout
not asyncio.wait_for for any SDK / AS / pool-loop await crossing anyio
scopes).
Static path (_connect_one) at lines 905 and 1000 deliberately retains
asyncio.wait_for — auth_type ∈ {none, static} is byte-identical
(invariant 1) and the narrow connect-once / no-eviction-then-reuse
pattern doesn't trigger the cross-task hazard. Anchor comments pin
both directions: a future migration there would break invariant 1; a
future revert at 1206 would re-introduce the flake.
The cited test is the symptom (non-deterministically times out under
load), not a structural gate (no deterministic asyncio.timeout
assertion exists). The comment block at line 1206 records this so a
maintainer who reverts and finds green on a fast machine doesn't
conclude the fix is unneeded.
Verified on Python 3.11.14 (/tmp/venv311) and 3.13.7 (.venv): ruff
format clean, ruff check clean, mypy clean. 368 unit tests + 30 pool
integration tests pass on both interpreters; the previously-flaky test
passed 20× in isolation on 3.11.
Multi-stage /review (4 finders × verify × dedupe): bug/security/perf
returned zero findings; quality returned 3 confirmed minor/nit items
all of which are applied here (q-1 anchor comments at 905+1000, q-2
symptom-vs-gate clarification at 1206, q-3 module-docstring sentence
in mcp_http_parsers).
(cherry picked from commit 4a3e3607be)
Wires the structured-error envelopes produced by Phase 7b's pool
dispatcher (mcp_consent_required / mcp_insufficient_scope /
mcp_*_forbidden / mcp_token_undecryptable_key_unknown /
mcp_oauth_url_insecure) through to the user-facing dashboard, and
adds a per-user settings panel for managing MCP server consents.
Changes
- ``_dispatch_pool_sync`` and ``_dispatch_pool_resource_sync`` wrap
structured-error string returns as ``RuntimeError(json_str)`` via
``_is_structured_error()`` so the session-layer ``except Exception``
branch fires uniformly across tool / resource / prompt dispatchers
(the prompt path's ``isinstance(result, str)`` shortcut works only
because prompts return ``list[dict]`` on success). Without this,
the consent UX silently does not render for tool / resource calls.
- ``_structured_error`` extended with an optional ``consent_url``
field; ``_build_consent_url`` produces ``/v1/api/mcp/oauth/start``
query strings (path-relative; the dashboard appends ``return_url``
at click time). Wired to all 12 ``mcp_consent_required`` and the
``mcp_insufficient_scope`` emit sites.
- New endpoints ``GET /v1/api/mcp/oauth/connections`` and
``DELETE /v1/api/mcp/oauth/connections/{server_name}`` registered
on both ``turnstone-server`` and ``turnstone-console``. The DELETE
handler runs local delete + audit + 204 first, then schedules the
RFC 7009 upstream revoke as a fire-and-forget ``asyncio.create_task``
with strong-ref tracking via ``_revoke_upstream_tasks`` (mirrors
the ``_pg_refresh_drain_tasks`` pattern). Soft cap of 256 concurrent
in-flight revokes prevents pile-up under coordinated mass-revoke;
the audit detail records ``upstream_revoke_outcome`` as
``scheduled | no_refresh_token | no_http_client | shed_by_cap``.
- ``ASMetadata`` extended with ``revocation_endpoint`` parsed from
RFC 8414 metadata. ``revoke_token_at_as`` helper posts the form
body under ``asyncio.timeout`` (not ``asyncio.wait_for``) and
never raises; ``_attempt_upstream_revoke`` is wrapped in an outer
``try/except Exception`` so unhandled exceptions don't surface as
``Task exception was never retrieved``.
- ``/v1/api/mcp/oauth/start`` accepts an optional ``scopes=`` query
param; tokens are validated against RFC 6749 §3.3 grammar via
``is_valid_scope_token`` (promoted to ``mcp_http_parsers``),
capped at ``_MAX_INSUFFICIENT_SCOPE_REPORTED`` (32), and unioned
with the configured server scopes for the step-up consent flow.
- Storage primitive ``list_mcp_user_token_metadata_by_user`` projects
the metadata columns at the SQL boundary so ciphertext blobs never
cross the wire on the settings-list path. New
``MCPUserTokenMetadataRow`` TypedDict in ``_protocol.py``;
``MCPTokenStore.list_user_token_metadata`` re-types to the existing
``MCPUserTokenMetadata`` shape.
- Dashboard renderer (``app.js``): ``tryParseMcpError`` detects the
envelope shape on ``tool_result`` SSE events with ``is_error=True``
and ``buildMcpErrorEmbed`` renders an action card mirroring the
existing ``buildMediaEmbed`` pattern. Three categories: actionable
(consent_required / insufficient_scope) with a ``Connect`` button
that opens ``/v1/api/mcp/oauth/start`` in a popup with a scheme
guard, forbidden (mcp_*_forbidden) with a static notice, operator
(key-mismatch / url-insecure) with an operator-action notice.
- New gear button in the appbar opens an MCP-connections settings
modal driven by ``loadMcpConnections`` / ``confirmRevokeMcp``
(two-step revoke confirmation matching the existing delete-ws
pattern). Pending-consent badge tracks unresolved consent prompts
in this tab; cleared after the connections list returns. Console
proxy collision-checked: the IIFE only prepends a node-id pill to
``header.firstChild``, so the right-anchored gear button is safe.
Bearer-leak invariant
- No ``exc_info=True`` on any new path that can carry a chained
``httpx.Request`` (revoke handler, dispatch sites, exec sites).
The two pre-existing ``exc_info=True`` calls in
``_exec_read_resource`` / ``_exec_use_prompt`` were replaced with
structured-field logs as a Phase 8 sibling fix.
Tests
- 440 pytest passes on both Python 3.13 (.venv) and 3.11
(/tmp/venv311); ruff + mypy clean.
- 5 new test files: ``test_mcp_consent_url_sibling_audit`` (structural
gate that every ``code="mcp_consent_required"`` / ``mcp_insufficient_scope``
site carries ``consent_url=``), ``test_mcp_oauth_connections``,
``test_mcp_oauth_revoke``, ``test_mcp_token_store_metadata``,
``test_session_mcp_dispatch_error``.
- End-to-end regression coverage for the bug-1 sibling pattern:
``test_call_tool_sync_raises_on_structured_error_envelope``,
``test_read_resource_sync_raises_on_structured_error_envelope``,
``test_get_prompt_sync_raises_on_structured_error_envelope``, plus
``test_call_tool_sync_does_not_wrap_non_structured_string`` as the
defensive gate (only ``mcp_*`` envelopes are wrapped).
Hard invariants honored
- Static path byte-identical for ``auth_type ∈ {none, static}``: the
wrap fires only when the dispatcher returns a structured-mcp-error
string, which only happens on the oauth_user pool path.
- ``asyncio.timeout`` (not ``asyncio.wait_for``) on every new
AS / SDK / pool-loop await per Python 3.11 anyio cancel-scope
hazard.
- Scope cap ``_MAX_INSUFFICIENT_SCOPE_REPORTED = 32`` enforced at
every output / merge site.
- Cross-user isolation on the revoke endpoint: a non-owner DELETE
returns 404 with the same body shape as a never-existed row;
``http_client_mock.post.assert_not_called()`` pins this in 3 tests.
Deferred (not Phase 8 blockers)
- perf-2 (``asyncio.gather`` parallelisation in revoke handler) —
superseded by perf-1's fire-and-forget pattern.
- q-4 (prompt-path ``isinstance(str)`` vs sibling ``_is_structured_error``
asymmetry) — already documented in the function docstring.
- q-9 (``_pendingConsentServers`` → ``_serversNeedingConsent``
rename) — pure naming taste.
(cherry picked from commit 5a3f46a1fa)
Apply sanitize_text() to the new _source and _reminders columns in
both save_message and save_messages_bulk on SQLite + PostgreSQL,
mirroring the existing pattern used for content and provider_data.
Producers (sanitize_payload on the watch dispatch path,
format_nudge constants on the standard nudge path) already strip
NUL bytes today so nothing in production reaches this clamp — but
the storage layer is opaque to those invariants, and PostgreSQL
TEXT columns reject NUL outright. Without this clamp, a future
producer that forgets sanitize_payload (or hand-builds the column
string) hard-fails the chat-loop persist path on PostgreSQL.
Cost is negligible — sanitize_text early-exits on the common
no-NUL case via 'if value and "\x00" in value'.
Surfaced by Copilot's PR #486 review.
(cherry picked from commit fc8bd6ca33)
Closes round-2 review finding q-7 (nit).
The kwarg was added to close round-1 perf-2 cosmetically — the
storage backend's signature already accepted ``limit``, but the
single in-tree caller (``ChatSession.resume``) doesn't pass it and
other tail-load consumers go direct to ``storage.load_messages``.
Adding signature surface to mark a perf finding closed without an
actual consumer is API-surface bloat.
When a tail-load consumer is written (e.g. a heuristic in
``session.resume`` to skip ancient wake rows), the kwarg can come
back — at that point with a real caller driving the contract.
(cherry picked from commit 14af6f464e)
Closes round-2 review findings q-6 (nit) and perf-1 (nit).
* **q-6:** ``_WATCH_REMINDER_OPTIONAL_KEYS`` carried a leading
underscore (Python's module-private convention) but was imported
from two other modules — clearly a public contract between
``build_watch_reminder`` and its consumers
(``ChatSession._dispatch`` + ``server._build_history``). Drop the
underscore so the import sites match the constant's documented
cross-module role.
* **perf-1:** The dispatch closure imported the constant inside its
body, paying ``IMPORT_NAME`` + ``IMPORT_FROM`` bytecode on every
watch fire. ``server.py`` already imports at module scope; hoist
the same way in ``session.py``. Microsecond savings per dispatch,
but the in-closure form was just an oversight from the apply-pass.
(cherry picked from commit 668da26dce)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
Adds the data model and admin UI surface required by the OAuth-MCP flow.
Phase 2 of the per-user delegation initiative.
Schema:
- migration 049 creates mcp_user_tokens (PK user_id, server_name) and
mcp_oauth_pending (PK state, indexed by created_at)
- eight new columns on mcp_servers: auth_type ('none' / 'static' /
'oauth_user', NOT NULL DEFAULT 'static') plus six oauth_* config
fields and oauth_as_issuer_cached
- post-upgrade UPDATE normalises auth_type to 'none' for streamable-http
rows whose headers are NULL/empty/'{}'; stdio rows are left at the
'static' default (auth_type is HTTP-auth-only)
- _schema.py kept in lockstep with the migration so metadata.create_all
and alembic upgrade produce identical shapes
- mcp_user_tokens / mcp_oauth_pending TypedDicts in _protocol.py for
Phase 3/4 use (no CRUD methods yet)
Storage / API:
- create_mcp_server gains the eight kwargs across protocol + sqlite +
postgresql
- MCP_SERVER_MUTABLE picks up auth_type and the six text oauth_* fields;
oauth_client_secret_ct is intentionally NOT in the whitelist — Phase 3
will own ciphertext writes via a dedicated method
- McpServerInfo + Create/Update Pydantic schemas extended; oauth_client_secret
accepted as plaintext input but discarded (Phase 3 wires encryption)
Admin handlers:
- _parse_auth_type validates against {'none', 'static', 'oauth_user'} and
rejects empty / unknown values; shared between create and update
- when auth_type changes away from 'oauth_user', the oauth_* config
columns are explicitly nulled in the same UPDATE so the row stays
consistent
- _clean_oauth_text caps text fields at 512 chars (URLs at 2048) to bound
admin write surface
- _mask_mcp_secrets now masks oauth_client_secret_ct to '***' regardless
of reveal=true (write-only field)
- audit detail dict redacts oauth_client_secret if present
Frontend:
- new "Multitenant Authorization" fieldset on the MCP-server modal with
three radio buttons (None / Shared / Per-user OAuth 2.1)
- conditional OAuth subform: AS URL, registration mode (preregistered /
dcr; cimd is future), client ID, client secret, scopes, audience
- secret input is autocomplete=off and never round-trips on edit
- audience auto-populates from the MCP server URL on blur
- headers textarea hidden and submitted as {} when auth_type is 'none' or
'oauth_user' so flipping the radio cleans up server-side state
Tests: storage round-trip for the new columns, oauth_pending table smoke,
migration 049 upgrade/downgrade with stdio-vs-http normalisation, four
admin-API tests for auth_type validation and oauth_*-clear-on-flip-away.
Suite passes 5284 (matched pre-Phase-2 baseline 5267 + 17 new).
Stacks on Phase 0; no behavioural change for existing rows.
(cherry picked from commit d675b237a3)
Phase 0 of the OAuth-MCP RFC: prepare MCPClientManager for the per-(user,
server) session pool that lands in Phase 5, without changing static-path
behavior.
Two changes:
1. Hardening helpers _pre_close_streams and _tcp_probe rename their first
parameter from `name` to `key`. Type stays `str` for now; widening to
`str | tuple[str, str]` happens in Phase 5 when callers actually pass
tuples. _safe_close_stack takes the stack directly and is unchanged.
2. The eleven parallel name-keyed dicts (_sessions, _per_server_stacks,
_per_server_tools, _per_server_resources, _per_server_prompts,
_supports_list_changed, _supports_resources, _supports_resource_list_changed,
_supports_prompts, _supports_prompt_list_changed, _server_streams) are
consolidated into _static_servers: dict[str, StaticServerState]. Server-
level state (circuit breaker, notification debounce, last-error,
db-managed, merged catalog maps, listener lists) stays on the manager,
unchanged.
PoolEntryState is defined for Phase 5 use but no code instantiates it. The
typed map declarations (dict[str, StaticServerState] vs dict[tuple[str, str],
PoolEntryState]) make accidental cross-keying lookups easier to catch.
PR #296 hardening preserved exactly:
- pre-close-streams atomic take-and-clear before stack teardown
- stale-session-and-stack guard at _connect_one top: both state.session and
state.stack checked, cleared independently, entry preserved (not popped)
- transport-error session-eviction in dispatch sets state.session=None only,
leaving stack/streams for the next connect-time guard sweep
- _safe_close_stack CancelledError suppression unchanged
- TCP probe before streamablehttp_client unchanged
- future.cancel() after TimeoutError in all sync bridges unchanged
- notification debounce stays manager-level (not migrated into the dataclass)
Refresh helpers (_refresh_server_tools/_resources/_prompts) snapshot
state.session into a local immediately after the None guard so concurrent
transport-error eviction during await cannot null the session reference
mid-call.
Tests: shared _seed_static_state helper in tests/conftest.py replaces eleven
direct dict mutations; new test_reconnect_preserves_static_state_identity
guards the entry-preservation invariant. Pass count rises 5266 → 5267.
(cherry picked from commit be0950bb98)
Deletes the _periodic_refresh task and its supporting state
(_refresh_task, _refresh_failures, _refresh_backoff_until,
_REFRESH_BACKOFF_BASE/MAX, _DEFAULT_REFRESH_INTERVAL, refresh_interval
kwarg) from MCPClientManager. Push notifications and operator-driven
manual refresh now cover all catalog-update needs; the long-running
4-hour timer was dead complexity that obscured the per-user pool
work to come.
Catalog freshness on auto-reconnect is preserved by scheduling an
unblocking _refresh_server task on the mcp-loop after _connect_one
succeeds; the calling thread returns immediately so half-open
recovery latency does not double. Adds MCPClientManager.reconnect_sync
(clears the circuit, closes any existing session, calls _connect_one,
clears stale catalog on failure).
Wires a new pair of operator endpoints —
POST /v1/api/admin/mcp-servers/{name}/refresh and
/v1/api/admin/mcp-servers/{name}/reconnect — that fan out to all
nodes through the existing _internal route family, with per-row
"Refresh" and "Reconnect" buttons in the MCP Servers admin tab.
The new node-internal paths /api/_internal/mcp-{refresh,reconnect}/
are gated to the approve scope to prevent direct unprivileged
reconnects bypassing the console's admin.mcp gate. Internal
endpoints return generic error messages and a filtered status
payload (no command/url) to keep transport details admin-gated.
Drops the [mcp] refresh_interval setting, the
--mcp-refresh-interval CLI flag, and the matching config-mapping
entry; updates docs/architecture.md, docs/tools.md,
docs/settings.md, and the three PlantUML diagrams that referenced
the periodic loop.
Tradeoffs (intentional):
- Idle nodes will not auto-rejoin a recovered MCP server until
traffic arrives or an operator clicks Reconnect. The previous
background reconnection loop is gone by design — push
notifications + operator controls replace it.
- Console fan-out blocks on the slowest node (existing pattern);
not changed here.
This is Phase 1 of the OAuth-MCP series — feature subtraction
ahead of per-user state.
(cherry picked from commit eb2a119da9)
* feat(skills): paste SKILL.md to auto-fill the Create Skill modal
When a user pastes an Anthropic-style SKILL.md (YAML frontmatter +
markdown body) into the Create Skill content textarea, the frontend
sniffs the leading ``---``, posts the raw text to a new backend parse
endpoint, and populates name / description / tags / author / version /
license / compatibility / allowed_tools from the parsed fields. The
textarea is left with the body only (frontmatter stripped), and a toast
reports how many fields were set vs. kept (already-typed values are
preserved).
Backend
- ``POST /v1/api/admin/skills/parse`` (admin.skills permission) wraps
the existing ``turnstone.core.skill_parser.parse_skill_md`` so admin
imports and external installs share one parser. ``ParseSkillRequest``
/ ``ParseSkillResponse`` schemas added; OpenAPI spec + sync/async
console SDK methods updated.
- Hardening: 32 KiB cap on ``raw`` (Pydantic ``max_length`` + handler
enforcement); ``Content-Length`` pre-check returns 413 before any body
buffering; parse offloaded via ``asyncio.to_thread`` so deeply-nested
YAML cannot stall the event loop.
Frontend (turnstone/console/static)
- New paste handler with optimistic paint (raw text shown immediately,
textarea disabled + ``aria-busy`` flipped, hint switches to
"Parsing...") so the round-trip is visible on slow networks.
- ``AbortController`` + generation guard (``_ctmPasteController``) so a
fresh paste or modal close cancels a stale fetch — the previous
handler's callbacks see the controller has been replaced and bail
before touching the DOM.
- Non-destructive overwrite: ``_setSkillFormField`` returns "filled" /
"skipped" / "absent" and refuses to clobber non-empty values. Toast
reports counts.
- Bumps ``#toast`` z-index above modal overlays (was 200 vs. modal 600
— toasts fired while a modal was open were invisible). Console-wide
fix exposed by this being the first feature to fire toasts mid-modal.
HTML / CSS
- New ``.skill-paste-hint`` line above the textarea announcing the
affordance, sized to match surrounding ``.label-hint`` text.
- ``aria-describedby`` ties the hint to the textarea; ``aria-live=
"polite"`` announces the busy-state transition to screen readers.
- "Skill Content" heading hint reworded "system message — ..." →
"available: ..." and the variables row label "Variables" → "Used"
to disambiguate available vs. in-use template variables.
Tests
- 11 new cases in ``tests/test_skill_parse_api.py``: happy paths
(full / minimal / nested-metadata / unquoted-colon recovery),
malformed YAML 400, missing/blank/missing-name 400, RBAC 403, raw
body 32 KiB cap (Content-Length pre-check), chunked-encoding bypass
forces the application-layer cap. Test pins ``raw_frontmatter``
omission so a future ``dataclasses.asdict`` refactor can't silently
leak the full YAML dict back to clients.
Validation
- 5146 / 5146 ``pytest -k "not live"`` pass.
- ``ruff`` + ``mypy`` clean on changed sources.
- ``node -c`` clean on governance.js.
- Two-stage code review (full pipeline + bug+quality re-review of the
fix patches) applied; all confirmed findings addressed.
* fix(skills): Copilot PR #477 review fixes (cumulative bug-1, bug-2, q-1)
bug-1 (server.py): Content-Length pre-check was clamped to 32 KiB —
the same number as the per-string char cap on ``raw``. A legitimate
``raw`` of exactly 32 KiB produces a JSON body well above 32 KiB once
the ``{"raw":"..."}`` wrapper and any escaping is added, so valid
near-max requests were 413'd. New constant
``_PARSE_SKILL_MAX_BODY_BYTES = _PARSE_SKILL_MAX_CHARS * 4`` admits the
wrapper + multibyte expansion while still refusing obviously oversized
payloads early; the per-string ``len(raw)`` check stays authoritative.
bug-2 (governance.js): hideCreateTemplateModal aborted the inflight
paste controller and nulled the global, but the handler's ``.catch``
and ``.finally`` guard each DOM mutation behind ``_isCurrent()`` —
both bail when the controller has been nulled, leaving the textarea
``disabled`` + ``aria-busy`` and the hint stuck on "Parsing…".
Reopening the modal landed on a poisoned state. The second-pass
review's q-2 cleanup that dropped the show-side defensive reset
missed this scenario — the verifier's reachability argument confused
"controller is null" with "UI state is reset"; the two are
independent. Hide now resets the paste-induced visible state
alongside the abort.
q-1 (console_spec.py): error_codes for the parse endpoint listed only
400; handler also returns 413 for oversized bodies. Added 413; kept
403 implicit per the convention sibling admin endpoints follow.
Test fixup: bumped the Content-Length test payload to 200 KB so it
clearly exceeds the new 128 KB pre-check threshold; otherwise it was
falling through to the per-string check and duplicating
test_oversized_raw_chunked_returns_413's coverage.
(cherry picked from commit 0a8083e6d5)
PR #476 review feedback (Copilot, oidc.py:584,616):
1. initialize_oidc_state's docstring claimed "on any failure
enabled is False" but the JWKS-prefetch failure branch
intentionally keeps enabled=True so the callback's lazy-fetch
retry can recover from a transient IdP issue at startup.
Docstring rewritten to spell out the three post-conditions:
disable, JWKS-failure-keeps-enabled, success.
2. The long-lived httpx.AsyncClient was created up front, then
three disable branches (discovery exception, discovery-returned-
disabled, missing redirect_base) returned without closing it,
leaving sockets held until shutdown.
Restructured: discovery now uses a transient AsyncClient inside
a context manager (closed at exit). The long-lived client is
only created after the disable checks pass. The JWKS-failure
branch still legitimately keeps the client open because the
lazy-retry path needs it.
The pre-existing single-client-passthrough test was replaced
with three more specific tests: long-lived client only goes to
fetch_jwks (not discover_oidc); discovery-exception path leaves
http_client=None; missing-redirect_base path leaves
http_client=None.
(cherry picked from commit b2153d907f)
q-4: tests/test_oidc.py's _make_config and tests/test_oidc_handlers.py's
_make_oidc_config built the same OIDCConfig with sensible defaults but
had drifted — only the handlers helper set redirect_base. After b3
made redirect_base operationally required, every test_oidc.py test
that exercised redirect_base had to override it explicitly. A future
test could omit redirect_base and silently exercise the wrong
production path.
Moves make_oidc_test_config to tests/conftest.py with the more
complete handler-version defaults (including redirect_base). Both
test files import it under their existing local alias
(_make_config / _make_oidc_config) so the 60+ call sites in
test_oidc.py and the handler tests don't have to change.
q-5: section banner '# Exception' (singular) at oidc.py:79 became
inconsistent after b5 (callback robustness) added OIDCKeyNotFoundError.
Renamed to '# Exceptions'.
(cherry picked from commit 5d4a50d2cd)
The OIDC perf batch added storage.count_users() and migrated the two
OIDC handlers (handle_oidc_authorize, handle_oidc_callback) but missed
handle_auth_status — which still ran storage.list_users() then
len(users) > 0 for the same has-any-users gate.
count_users() is one COUNT(*) round-trip vs list_users() rehydrating
every row dict. Wrapped in asyncio.to_thread to match the OIDC handler
pattern; the async handler no longer blocks the event loop on storage
I/O for what's effectively an existence probe.
(cherry picked from commit 7c6bc22d02)
bug-2 (Postgres) — replace_oidc_roles read existing rows under default
READ COMMITTED with no row lock. Two concurrent OIDC callbacks for the
same user_id (racing token refreshes with differing claim sets) could
both observe the same baseline and produce a final role state matching
neither caller's intent. Adds .with_for_update() to the SELECT so the
existing rows for this user are locked for the duration of the
transaction.
The lock is per-user_id, not table-wide; unrelated user writes are
unaffected. Empty result sets acquire no locks, so a brand-new user
with no rows yet still allows two callers to proceed and merge via
ON CONFLICT DO NOTHING — that's a permissive race that self-heals on
the next reconciliation cycle, documented in code.
perf-1 (SQLite) — replace_oidc_roles took the SQLite global write
lock unconditionally via BEGIN IMMEDIATE before reading. Steady-state
re-logins (claims unchanged, no INSERT/DELETE needed) paid the lock
cost for nothing and serialised against unrelated writers.
Replaces with a double-check pattern: phase 1 reads under the default
deferred transaction (no write lock), computes the diff, and returns
(set(), set()) on no-op. Phase 2, only when mutation is needed,
commits the read txn, escalates to BEGIN IMMEDIATE, RE-READS, and
re-computes the diff under the lock before writing. The returned
(added, removed) reflects what was actually written, so caller logging
in apply_role_mapping stays truthful even when concurrent writers
shifted state between the two reads.
The OR IGNORE on insert is now defense-in-depth (the lock makes it
unnecessary) but kept as a safety net.
(cherry picked from commit d5087ef3b9)
The 8-commit OIDC stack added TURNSTONE_OIDC_TRUSTED_ENDPOINT_HOSTS
(operator allow-list for cross-host IdP discovery endpoints) and
promoted TURNSTONE_OIDC_REDIRECT_BASE to required, but the docs drifted
in two places:
q-1 — Troubleshooting > "OIDC not configured" still listed three
required env vars. An operator hitting the missing-redirect-base
startup error landed on a debugging entry that didn't mention the
variable they were missing. Fixed; added a separate troubleshooting
entry naming the exact log message produced by initialize_oidc_state
when redirect_base is unset.
q-2 — TURNSTONE_OIDC_TRUSTED_ENDPOINT_HOSTS was undocumented entirely.
Added a row to the env-var table and a new "Cross-host endpoints"
section explaining when the knob is needed (Google is the canonical
multi-origin IdP, but it's auto-handled; the env var is for any other
IdP whose discovery doc legitimately references hosts beyond the
issuer's origin). Added a troubleshooting entry pointing at the new
section.
(cherry picked from commit 3cf87628d2)
If apply_role_mapping raised after create_oidc_user committed (transient
storage failure, race with role deletion, etc.), provision_oidc_user's
inline safety-net was skipped — and on retry the existing-identity
branch never reached the safety-net code, leaving the user permanently
stranded with zero roles.
Extracts _ensure_default_role(storage, user_id, desired_role_ids=None)
helper. Calls it on BOTH the new-user and existing-identity paths so a
user stranded by a transient failure recovers on next login.
desired_role_ids is a hint that lets the helper skip list_user_roles
when claim-driven mapping populated at least one role; the new-user
path was already paying that query, the existing-identity path now
pays it only when claim mapping returned an empty desired set.
Documents the admin-strip behavior in the helper docstring: stripping
all roles from an OIDC user no longer locks them out, since the next
login will re-grant builtin-viewer (assigned_by='oidc-default'). The
documented way to deny an OIDC user is to unlink their OIDC identity
via the admin endpoint, not to strip roles. The pre-fix behavior
(stripped user actually locked out) was the bug.
The 'oidc-default' vs 'oidc' assigned_by distinction is preserved:
apply_role_mapping's revocation lane only touches 'oidc' rows, so the
safety-net role survives every subsequent login regardless of claims.
Six new tests cover both paths, the hint short-circuit, the
list_user_roles fallback, the missing-builtin-viewer no-op, and the
self-heal regression case for already-stranded users.
(cherry picked from commit 1c41212f15)
q-5: _derive_username's UUID-retry tier (oidc.py:923-933) was untested.
After perf-6 collapsed tier-2 to a single find_existing_usernames call,
the only remaining tail was the 3-attempt UUID-retry loop and the final
raise. New TestDeriveUsername class covers:
- falls into UUID retry when all 10 suffix candidates are taken
- UUID retry succeeds on the second attempt after one collision
- UUID retry exhausted -> raises OIDCError
q-8: filled the unit-level coverage holes the multi-stage review flagged:
- test_validate_id_token_retry_after_kid_rotation — direct unit test of
the OIDCKeyNotFoundError path with real RS256 keys + JWKS rotation
(previously only exercised end-to-end through the handler).
- test_callback_uses_pending_audience_not_handler_audience — pins down
the bug-3 fix by decoding the issued JWT cookie and asserting aud
matches the audience stored at /authorize time, not the handler param.
- test_apply_role_mapping_int_claim / _dict_claim — exercises the
else: values = [str(claim_value)] branch for non-string non-list
claim shapes.
- TestFetchJWKS — non-200 status, non-dict body, dict-missing-keys,
keys-not-list, transport network error.
- TestExchangeCode network/4xx/5xx error tests (the non-dict-body case
already shipped in batch 5).
Also a small production hardening that fell out of writing the
TestFetchJWKS::test_fetch_jwks_non_dict_body_raises test: fetch_jwks now
guards isinstance(result, dict) before result.get("keys"), matching the
shape-check pattern that discover_oidc and exchange_code already use.
A list/null body now surfaces as OIDCError("...not a JSON object") rather
than AttributeError leaking up to the lifespan.
(cherry picked from commit 5c11ab985f)
Eleven small maintenance fixes; no behavior change beyond bug-3.
bug-3: pending.get('audience', audience) couldn't fall back because
pop_oidc_pending_state always returns a dict with the audience key
set verbatim from a non-null TEXT column. Replaced with
pending.get('audience') or audience to cover the empty-string case
defensively. Comment explains the security rationale.
q-1: extract _env_or_cfg_str / _env_or_cfg_bool helpers in oidc.py;
load_oidc_config's six near-identical env-or-config blocks collapse
to one-liners. role_map / trusted_endpoint_hosts / redirect_base
retain bespoke parsing.
q-3: discover_oidc narrows except (httpx.HTTPError, ValueError, KeyError)
with exc_info=True.
q-4: OIDC_STATE_TTL_SECONDS = 300 constant in oidc.py; auth.py imports
and passes it explicitly. Storage signatures keep the literal default
(storage layer doesn't know OIDC TTL semantics).
q-6: hoist runtime imports (OIDCError, OIDCKeyNotFoundError, exchange_code,
fetch_jwks, provision_oidc_user, validate_id_token, build_authorize_url,
generate_pkce_verifier) to module scope in auth.py. The genuine cycle
is only oidc._derive_username -> auth.is_valid_username, kept
function-scoped. test_oidc_handlers.py mock targets repointed to
turnstone.core.auth.X to match the new binding.
q-7: comment + docs explain the 'oidc' vs 'oidc-default' assigned_by
marker distinction.
q-9: OIDCIdentity / OIDCPendingState TypedDicts in storage protocol.
Implementations construct via TypedDict syntax so mypy structurally
verifies all required fields.
q-10: fetch_jwks narrows except (httpx.HTTPError, ValueError); docstring
matches.
q-11: rename generate_pkce_pair -> generate_pkce_verifier; return only
the verifier (build_authorize_url already recomputes the challenge).
q-12: extract _buildOidcRow helper in admin.js so future field additions
go in one place.
q-13: OIDCConfig docstring lists startup-config vs discovery-derived
field groups.
(cherry picked from commit bae4adca12)
Eight independent perf wins on the OIDC hot path:
perf-1: list_users() full-scan setup-gate replaced with new count_users()
on both authorize and callback. Saves a full users-table fetch per login.
perf-2: handle_oidc_callback's sync DB chain wrapped in asyncio.to_thread
for cleanup, pop_oidc_pending_state, count_users, and provision_oidc_user.
handle_oidc_authorize gets the same treatment for count_users and
create_oidc_pending_state. Event loop no longer blocks for the full
callback duration on Postgres deployments.
perf-3: apply_role_mapping N+1 collapsed via new replace_oidc_roles
storage method. One transaction handles the diff + insert + delete
instead of 2N+1 commits per login. Returns (added, removed) so the
caller can still emit per-role audit logs.
The diff respects the documented invariant "manually-assigned roles
are never touched" — desired_role_ids is filtered against rows where
assigned_by != 'oidc' before computing added/removed. This prevents a
PK conflict (Postgres lockout) or silent OR-IGNORE no-op (SQLite lying
return) when admin-ui or oidc-default already holds the same role_id.
perf-4: provision_oidc_user no longer re-queries list_user_roles after
apply_role_mapping. The new-user builtin-viewer fallback is gated on
desired_role_ids being empty, which is information apply_role_mapping
already returned.
perf-5: JWKS refetch dedup via asyncio.Lock on app.state. Both lazy-fetch
(cold-start recovery) and rotation paths share the same lock with a
double-check pattern: re-resolve kid against the current cache before
issuing a new GET. N concurrent callbacks during rotation now produce
at most 1 fetch.
perf-6: _derive_username's 9-suffix loop collapsed via new
find_existing_usernames(candidates) -> set query. Worst case drops
from 13 sequential queries to 1 + up-to-3 UUID-retry queries.
perf-7: cleanup_expired_oidc_states gated to once-per-60s per process
via app.state.oidc_last_cleanup_monotonic. The pop already deletes
the consumed row; the bulk cleanup is only relevant for abandoned
authorize flows, so frequency was overkill.
perf-8: Long-lived httpx.AsyncClient stashed on app.state.oidc_http_client
by initialize_oidc_state. discover_oidc/fetch_jwks/exchange_code accept
an optional client= kwarg; when set, skip the per-call AsyncClient
context-manager. New close_oidc_state lifespan teardown closes it.
Tests pass client=None to keep the transient-client legacy path.
New storage methods (sqlite + postgresql):
- count_users() -> int
- find_existing_usernames(candidates) -> set[str]
- replace_oidc_roles(user_id, desired) -> (added, removed)
(cherry picked from commit 39a647f39c)
Four small hardening fixes on the OIDC callback hot path:
bug-4: JWKS rotation retry was matching the substring 'not found in JWKS'
inside an OIDCError message. A future rephrasing would silently break
key rotation. Adds OIDCKeyNotFoundError(OIDCError); validate_id_token
raises the subclass at the kid-not-found site; handle_oidc_callback
catches it explicitly. Other 'not found' errors in validate_id_token
remain as plain OIDCError.
bug-5: tokens['id_token'] raised KeyError if the IdP returned 200 without
id_token. exchange_code now rejects non-dict response bodies; the
callback validates id_token shape (must be non-empty str) before
passing to validate_id_token. Both raise OIDCError, surfaced as the
standard 'Authentication failed' redirect.
bug-6: shared_static/auth.js — the OIDC error display raced showLogin's
/v1/api/auth/status fetch via a 300ms setTimeout. showLogin now takes
an optional oidcError parameter and paints it after _switchMode clears
the error, in both the success and catch branches of the fetch.
sec-4: oidc.py exchange_code's non-200 OIDCError interpolated up to 500
bytes of attacker-controlled IdP body, which then went to log.warning
via 'OIDC callback failed: %s'. CRLF in resp.text could forge log
lines. New _sanitize_log_text helper escapes control chars via
unicode_escape and caps at the rendered length.
(cherry picked from commit 0af3adae1d)
provision_oidc_user previously called create_user (INSERT OR IGNORE
on SQLite — silent no-op on UNIQUE conflict), then create_oidc_identity
(also INSERT OR IGNORE), then apply_role_mapping which writes user_role
rows for the supposedly-new user_id. On a username TOCTOU race or
concurrent (issuer, sub) double-create, both inserts no-opped but
user_role rows were already written — leaving orphan rows pointing
at a user_id that doesn't exist.
PostgreSQL's create_user raised IntegrityError instead of silently
no-opping so it produced a misleading 'Authentication failed' error
without orphans, but the user-facing UX was equally poor.
Adds StorageConflictError to the storage protocol and create_oidc_user
that does both inserts in one transaction. Username collision and
(issuer, subject) collision both raise StorageConflictError, mapped
to OIDCError by provision_oidc_user. Crucially the new code does not
silently bind a colliding-username new identity to the existing user
— that would be an account-takeover vector. It raises.
SQLite uses BEGIN IMMEDIATE inside the try block so lock-contention
errors surface as StorageConflictError instead of leaking the raw
sqlalchemy OperationalError.
PostgreSQL relies on SQLAlchemy 2.x begin-on-demand semantics; the
explicit conn.commit()/rollback() in the catch block is the only
materialization path. Discrimination on PG uses
exc.orig.diag.constraint_name with message-substring fallback.
(cherry picked from commit 11618bb1d7)
_build_oidc_redirect_uri previously fell back to the request Host
header when redirect_base was unset. With a permissive reverse proxy
or direct backend access, a spoofed Host minted an authorize URL
pointing to attacker-controlled host — combined with a permissive
IdP redirect_uri allowlist this enables auth-code interception.
There is no production scenario where a Host-derived redirect_uri is
correct, so this fails closed:
- initialize_oidc_state checks redirect_base after discovery succeeds
and disables OIDC (with an explicit error log naming the env var)
if it's empty. Runs before fetch_jwks so a misconfigured deploy
doesn't make a wasted JWKS call.
- _build_oidc_redirect_uri simplifies to f"{redirect_base}/v1/api/auth/oidc/callback".
request parameter dropped; both call sites (handle_oidc_authorize,
handle_oidc_callback) updated.
- docs/oidc.md promotes TURNSTONE_OIDC_REDIRECT_BASE from "Recommended"
to "Required" with the security rationale.
(cherry picked from commit 52aba17740)
The OIDC discovery + JWKS prefetch block was duplicated byte-for-byte
between turnstone/server.py and turnstone/console/server.py. The bare
except branch in that block also left app.state.oidc_config unchanged
on unexpected exceptions — leaving the runtime with enabled=True and
empty endpoints, producing malformed authorize URLs.
Extracts initialize_oidc_state(app_state) into turnstone/core/oidc.py
which guarantees a coherent post-condition on every code path:
- discovery exception -> oidc_config replaced with enabled=False, jwks_data=None
- discovery returns enabled=False -> jwks_data=None
- JWKS prefetch fails -> jwks_data=None but enabled=True preserved (the
callback's lazy-fetch retry path remains the recovery)
- success -> oidc_config + jwks_data both populated
Also hardens discover_oidc against non-dict discovery responses
(list/null/string/int) — previously these raised AttributeError out
of doc.get and propagated past the lifespan's bare except.
server.py and console/server.py lifespan blocks collapse to a single
await initialize_oidc_state(app.state) call.
(cherry picked from commit 6f9e140a41)
OIDC discovery-document endpoints (token_endpoint, jwks_uri,
userinfo_endpoint) were stored verbatim in OIDCConfig and later passed
to httpx without revalidation. Only the issuer URL was checked. A
hostile or compromised IdP could return token_endpoint pointing to an
internal IP (169.254.169.254, 10.0.0.0/8, etc.) and Turnstone would
POST the client_secret there.
Extracts the existing scheme/userinfo/SSRF check into
_validate_url_no_ssrf, adds validate_discovered_endpoint that runs the
same checks plus an issuer-binding check, and wires it into
discover_oidc for authorization_endpoint, token_endpoint, jwks_uri,
and userinfo_endpoint (when present).
Issuer binding accepts:
- Same (scheme, hostname, effective port) as the issuer.
- A hostname in _KNOWN_TRUSTED_ENDPOINT_HOSTS for the issuer (Google's
multi-origin discovery is in the allow-map by default).
- A hostname in OIDCConfig.trusted_endpoint_hosts, settable via
TURNSTONE_OIDC_TRUSTED_ENDPOINT_HOSTS env var or config.toml, for
IdPs not in the static map.
Effective port comparison treats https://host and https://host:443 as
the same origin (urllib.parse.urlparse leaves the explicit form's port
as 443 and the implicit form's as None).
24 new tests cover the validator, the Google known-hosts path, the
operator allow-list, default-port equivalence, foreign-host
rejection, private-IP rejection, embedded credentials, and DNS
rotation between issuer check and endpoint use.
(cherry picked from commit 0df7dc026b)
* feat(console): inline node picker replaces back-to-console banner
Drops the 32px banner the console proxy used to inject above proxied
server-UI pages and replaces it with an inline node-id pill in the
existing #ui-header. Click the pill to open a dropdown that lists
healthy nodes (health dot, ws count, reachable/degraded/unreachable
text) plus a top-row link back to the console.
Reuses the .ws-tab-dropdown shell from ui/static/style.css for
animation, shadow, theme override, and item layout, so the picker
visually matches the workstream-tab chevron menu it sits next to.
Keyboard nav (ArrowDown/Up/Home/End/Tab/Escape) mirrors the chevron
menu's handler with cross-reference comments at both sites.
Lazy-fetches /v1/api/cluster/nodes against the console origin
(bypassing the prefix shim) on first open.
Reclaims 32px of vertical space, consolidates three separate
"you're on node X via console" indicators into one, and turns the
wayfinding chrome into a real cluster-nav primitive.
* fix(console): address Copilot review on node picker
- Request /v1/api/cluster/nodes?limit=1000 (collector's hard cap)
instead of relying on the default 100 — clusters with more than
100 nodes were silently dropping rows from the picker.
- Hand off focus to the first menu item after the async fetch
resolves: openMenu()'s deferred focus hook ran while only the
skeleton was in the DOM, so first-open keyboard users were
stranded on the trigger until they pressed an arrow key.
- Tab now closes the menu without preventDefault, so focus moves
to the next focusable element on the first press (ARIA APG menu
pattern). Escape still preventDefault + returns to the pill.
- Cap pill max-width at 240px and ellipsize the id span; node ids
are accepted up to 256 chars upstream and could otherwise push
the title and right-side controls off the appbar. Pill carries
a title attribute so the full id is still legible on hover.
* fix(session): properly inject queued user messages mid-loop
Two queued-user-message bugs in ``ChatSession.send()``.
**Mid-tool-call: ``Unexpected role 'tool' after role 'user'`` on Mistral.**
The ``supports_tool_advisories`` capability flag (default False for
unknown openai-compatible models) routed cap-off providers down a
short-circuit branch in ``_collect_advisories`` that called
``_flush_queued_messages`` directly. That appended a ``user`` turn
between ``assistant(tool_calls)`` and ``tool``, which mistral-common's
``_validate_message_order`` rejects with a 400.
Drop the flag. All providers now run the unified path: queued user
messages become ``UserInterjection`` advisories that ride inside the
tool result envelope via ``wrap_tool_result``, splicing
``<system-reminder>`` text into the tool message's content. Role
sequence stays ``assistant → tool``. Live-confirmed on Mistral
medium and Qwen3 — both correctly distinguish system-reminder from
tool stdout in their reasoning.
**Mid-stream: queued message orphaned until next user send.**
After a no-tool assistant turn, ``_flush_queued_messages`` would
append the queued user message to history and the loop would
``break``, leaving the message at the tail of history with no
model response. Visible as "two sends to get one reply".
``_flush_queued_messages`` now returns ``bool``. The no-tool branch
``continue``s on drain instead of ``break``ing, so the model gets a
turn over the extended history.
Tests:
- ``test_collect_advisories_drains_text_queued_messages_to_persistent``
pins the unified-path drain (text-only queue → ``UserInterjection``,
no separate user turn appended to ``self.messages``).
- ``test_send_continues_when_messages_queued_during_streaming`` pins
the loop-continue behavior (fails with 1 stream call pre-fix,
passes with 2 post-fix).
* fix(session,ui): reject queued attachments + paperclip busy state
Copilot pointed out that the attachment-bearing branch in
``_collect_advisories`` had the same role-ordering bug as the
text-only path that 802658f fixed: an attachment-bearing queued
item would still call ``_append_user_turn`` mid-tool-call,
injecting ``user`` between ``assistant(tool_calls)`` and ``tool``.
Pragmatic fix: don't allow attachments to be queued at all.
**Backend.** ``ChatSession.queue_message`` raises a new
``AttachmentsNotQueueableError`` when called with non-empty
``attachment_ids``. The interactive ``/send`` route catches it,
releases reservations via the existing ``_release_reservation_on_fail``
hook, and surfaces ``status: "attachments_busy"`` to the caller
with the IDs in ``dropped_attachment_ids``. The coord adapter
mirrors the cleanup (releases the soft-locked reservation taken
for ``_send_id``) so the create-with-attachments path can't leak.
Now that the queue can never carry attachments, the per-item
``att_ids`` slot is gone:
- Queue tuple slimmed ``(cleaned, priority, att_ids)`` →
``(cleaned, priority)``.
- ``_flush_queued_messages`` collapses to a single combined-text
user turn (no attachment branch).
- ``_collect_advisories`` queue-drain pushes ``UserInterjection``
advisories only (no ``attachment_items`` list).
- ``dequeue_message`` no longer unreserves (queue can't reserve).
- ``_resolve_attachment_ids`` had no remaining production callers
and is deleted along with the tests that exercised it in
isolation.
**Frontend.** ``Composer.setBusy`` disables the paperclip whenever
busy (regardless of ``queueWhileBusy``) — text still queues,
attachments don't. ``chat.css`` gains a ``.composer-attach:disabled``
rule (mirrors the existing ``.composer-send:disabled`` treatment)
so the affordance actually looks unclickable instead of falling
through to the UA default. ``title`` and ``aria-label`` are kept in
sync for AT users (WCAG 4.1.2).
Both interactive and coordinator UIs handle the new
``attachments_busy`` response with a chat-surface error bubble:
> Attachments can't be sent while the assistant is working.
> Send a text-only message now, or wait and resend with attachments.
Chips stay in the composer so the user can retry once idle.
**Tests.** Replaced the now-impossible ``TestQueuedWithAttachments``
class with a rejection-coverage class. Rewrote the
``_queue_with_attachment`` route-test fixture to reserve directly
via ``reserve_attachments`` (the queue path no longer reaches the
reserved state). Added a route-level test for the new
``attachments_busy`` contract.
* Bound search tool output against pathological inputs
Replaces the per-line truncation with a fully bounded pipeline so the
search tool can no longer overflow the LLM context — or OOM the parent —
on minified bundles, multi-GB JSONL records, or huge result sets.
Backend:
- Prefer ripgrep when on PATH; grep is the fallback. Detection is
cached via functools.cache.
- ripgrep flags do most of the bounding natively: --max-columns 1024
+ --max-columns-preview, --max-filesize 10M, --max-count 100,
--no-config, --no-messages, plus negative globs for the same
noisy directories grep has been excluding.
- ripgrep added to the Dockerfile.
Streaming subprocess (_search_capture):
- subprocess.Popen with a streaming, byte-capped stdout read (4 MB).
Defends against single-line files (training data, minified bundles)
that would have OOM'd the previous subprocess.run capture.
- threading.Timer watchdog enforces tool_timeout even when the
pipe read is blocked in the kernel — proc.wait(timeout=…) alone
was insufficient because the read sat ahead of it.
- Stderr drained in a daemon thread to avoid pipe-deadlock when the
child writes to stderr while we're still reading stdout. Cap on
captured stderr keeps a hostile child from growing the buffer.
Tier-based formatter (_format_search_results):
- Tier 1: full path:line:content output, stream-emitted with a
running-cost short-circuit so we never materialize past the budget.
- Tier 2: K samples per file with overflow notes; K is computed
analytically from budget / file_count / avg-line-length so we hit
the right ladder rung in a single pass.
- Tier 3: per-file counts only, also budget-bounded with a tail line
reporting the omitted files. Sorted by descending count.
- Total output budget (32 KB) is well under tool_truncation, so the
head+tail _truncate_output strategy never silently drops middle
files in a search result.
Argument injection fix:
- The ripgrep arg list was missing the `--` separator that the grep
branch already had. With auto_approve on the search tool, that was
exploitable: path='--pre=COMMAND' would have made ripgrep run the
script as a per-file preprocessor and surface its stdout. Added
`--` and a regression test.
State-machine cleanup in _exec_search:
- rc < 0 (signal-killed by something other than us) now surfaces a
dedicated 'killed by signal N' message instead of being parsed as
success.
- capped + zero parsed records (e.g. one multi-MB line with no \n)
now returns a dedicated byte-cap message instead of the malformed-
output message that previously masked the real cause.
- _report_tool_result descriptions now match the returned payload
(no more 'no matches' tag on a 'malformed' payload).
Defence-in-depth on env scrub:
- RIPGREP_CONFIG_PATH, GIT_CONFIG, GIT_CONFIG_GLOBAL, GIT_CONFIG_SYSTEM
added to _EXPLICIT_SCRUB. We pass --no-config on the rg CLI today,
but if a future caller forgets the flag, an attacker who can set
one of these env vars could plant a config containing --pre=… and
recreate the same RCE shape.
Tests:
- TestSearchLineTruncation rewritten to mock _search_capture instead
of subprocess.run (the previous tests passed ChatSession kwargs
that no longer satisfy the constructor).
- TestSearchBackendSelection covers rg/grep detection and arg
construction, including the --pre flag-injection regression.
- TestSearchOutputBudget exercises Tier 1/2/3 directly.
- TestSearchCaptureStreaming spawns real Python subprocess writers
to exercise the byte-cap trim, mega-line-no-newline edge case, the
watchdog timeout when the child writes nothing, and the stderr
drain under load.
- test_env_scrub picks up the new tool-config keys.
* Address Copilot review on #473
- Budget the Tier 2/3 header up front so the formatter's emission stays
strictly within _SEARCH_OUTPUT_BUDGET. Previously the fit checks only
counted body bytes, letting the final string overflow by ~120 chars
(header + separator) and triggering _truncate_output's head+tail
dropout — exactly the shape this code was trying to avoid.
- Restore the (5, 3, 1) ladder in Tier 2: the analytical K from perf-2
is kept as a starting estimate, but if that K's actual emission
doesn't fit (the estimate ignores the header and overweights shared-
path compression) we step down through the ladder before falling
through to Tier 3. The previous one-shot K could collapse to counts-
only when 3/file or 1/file would have fit.
- Only normalise rc to 0 in the capped-output path when rc < 0 (our
SIGKILL). There's a narrow race where the child can exit naturally
between our read and our kill; preserving a non-negative rc means
rg's rc=2 ('matches found but some files had errors') no longer
silently turns into a clean success when the byte cap also fires.
- Clarify _MAX_SEARCH_LINE_LENGTH doc: the cap applies to the content
portion (after path:lineno:), not the whole emitted line.
- Add explanatory comments on the two intentional `except Exception:
pass` blocks in _search_capture (stderr drain, pipe close in the
cleanup finally) so static analysis and future readers can see the
silence is deliberate.
- Tighten the budget tests: now assert strict `<= _SEARCH_OUTPUT_BUDGET`
instead of the +512-char slack that was masking the header overflow.
- New regression tests:
- Tier 2 ladder step-down (K=5 over budget, K=3 fits, no Tier 3 fall-through)
- capped + rc=2 surfaces stderr instead of being normalised to success
- capped + rc<0 (our SIGKILL) flows through as a partial-result success
* chore(search): post-review cleanup
Follow-up to the Copilot-review fixes in 39d2aa2 — these are all small
quality items (no behaviour change, no new tests).
- q-1: collapse the Tier 2 candidates filter to a single expression.
Drops the redundant inner ``max(estimated_k, 1)`` and the unreachable
``if not candidates`` branch (the ladder ends in 1 and ``estimated_k``
is already floored at 1, so the comprehension always yields ≥ ``[1]``).
``or [...]`` is kept as defence against future ladder changes.
- q-2: update _format_search_results docstring to match the new ladder
semantics (analytical seed → step down through (5, 3, 1) from the
highest rung ≤ the estimate). The previous wording suggested every
Tier 2 attempt started at 5.
- q-3: combine the two ``from turnstone.core.session import ...``
statements in test_tier2_steps_down_ladder_before_falling_to_tier3
into a single top-of-function import (matches the surrounding tests).
- q-4: shorten the explanatory comments on the two best-effort cleanup
paths in _search_capture to one line each. Both sites now read with
the same shape ("# best-effort: pipe may be torn down by ...").
- q-5: trim the _MAX_SEARCH_LINE_LENGTH comment from 7 lines back to 3.
Keeps the load-bearing semantic (cap is on the content portion only)
and the pathological-line defence; drops the paths-aren't-bounded
parenthetical, which was background reading rather than WHY.
* feat(providers): api_surface toggle + mistral medium reasoning fix
Mistral medium open-weights served by vLLM expects reasoning_effort via
the Responses API (`reasoning.effort`), not as a `chat_template_kwargs`
entry on Chat Completions. The session was unconditionally injecting
`{"reasoning_effort": ...}` into `chat_template_kwargs` for every
openai-compatible request, which corrupted the prompt rendering for any
backend whose chat template didn't consume that key (Mistral medium,
Mistral cloud, Groq, OpenRouter).
Changes:
- Add `api_surface` ("chat" | "responses") to `ModelConfig.server_compat`
and thread it through `create_provider` / `model_registry.get_provider`.
`openai-compatible` defaults to Chat Completions; operators can flip
individual aliases to Responses for endpoints that support it.
- New `vllm-mistral-medium` profile that pre-fills api_surface=responses
on Detect for known Mistral medium model ids.
- Drop the unconditional `reasoning_effort` injection into
`chat_template_kwargs`. Operators running gpt-oss-style local
templates that consume `reasoning_effort` from the chat template now
opt in via `server_compat.extra_body.chat_template_kwargs`.
- New "API Surface" select in the Models admin tab; allowlist-validated
server-side at create/update time; pre-filled by Detect via the
profile suggestion.
- Evict the cached provider singleton in `ModelRegistry.reload()` when
api_surface changes (previously only cfg.provider triggered eviction).
- Fix `_run_agent` fallback path to inherit the session's primary alias
for capability and server_compat resolution; previously the fallback
passed `alias=None`, which silently dropped per-model caps on the
agent path.
Tests: 5117 passed (-m "not live"); ruff + mypy clean.
* fix(providers): don't auto-suggest Responses for Mistral medium
vLLM's Responses API surface for Mistral medium open-weights doesn't
wire up the Mistral tool-call parser as of vLLM 0.x — tool calls leak
into the response as ``[TOOL_CALLS]<name>{...}`` text instead of
structured tool_calls. Chat Completions on the same engine handles
tools cleanly via ``--tool-call-parser mistral``, and reasoning can be
turned on via the vLLM CLI ``--reasoning-parser`` flag.
Drop the auto-suggest mapping so Detect falls back to the generic
``vllm`` profile. Keep the ``vllm-mistral-medium`` profile definition
in place so an operator who specifically wants per-request effort and
accepts the tool-calling limitation can still pick "Responses API"
manually in the admin UI.
* fix(providers): address Copilot review on PR #469
- providers/__init__.py: drop the redundant *_responses_provider /
*_chat_provider names; have create_provider use _openai_provider and
_openai_compat_provider directly so they're not flagged as unused
globals.
- console/server.py: tighten _validate_api_surface to a strict equality
match against the canonical {"chat", "responses"} set. The previous
strip().lower() membership check accepted ' Responses '/'CHAT' but
stored the raw string verbatim, which then failed to round-trip
through the admin <select>.
- console/static/admin.js: gate the entire server_compat block (server
type, api_surface, extra_body) on provider == "openai-compatible" at
save time so toggling provider away can't leave a stale hidden surface
selection in the persisted capabilities JSON.
- tests/test_session.py: splat the bad kwarg via **dict so CodeQL no
longer flags the call as a wrong-name keyword (the point of the test
is the runtime contract, not the static type).
- tests/test_admin_model_registry_refresh.py: add endpoint-level tests
for the api_surface validation on both create and update — covers the
bogus-value rejection, non-canonical-string rejection, and the happy
path persisting through to the refreshed registry.
* fix(memory): query-aware candidate selection + OR-of-terms search
The system-message memory composition path used a recency-ordered
candidate set (`_list_visible_memories(limit=fetch_limit)`). On
deployments with more than `fetch_limit` (default 50) visible
memories, BM25 only ever ranked the 50 most-recently-touched memories
— a relevant memory written months ago was silently invisible
regardless of how well it matched the recent context. Multi-word
search at the SQL layer used AND-of-terms, killing recall on any
multi-word query without an exact field overlap.
## Functional changes
- `_init_system_messages` (`turnstone/core/session.py`): extract
recent context first, then `_search_visible_memories(context)` to
pull query-aware candidates. Search hits below `fetch_limit` union
with the recency list (deduped by memory_id) so the BM25 candidate
pool is always a SUPERSET of the prior recency-only pool — even on
noisy queries where the cap fills with stopwords, the recency-50
the original bug surfaced still reaches BM25. Empty context skips
search entirely. Candidate-selection logic extracted into
`_select_memory_candidates`.
- `search_structured_memories` (PostgreSQL + SQLite): per-term
clauses join with OR instead of AND. A row matches if ANY term
matches ANY of name/description/content. Downstream BM25 narrows
back down by relevance.
## Perf hardening
- Collapse the 1-3 fanned scope queries into a single SQL. New
backend methods `list_visible_structured_memories` /
`search_visible_structured_memories` union the visibility scopes
into one WHERE OR-group, so a composition rebuild now hits the DB
at most twice (search + recency) instead of up to six times.
- Cap and normalize search terms. Composition can hand a multi-KB
pasted message to ILIKE-based search; without a cap, every distinct
token would emit one unindexable predicate per scope-fanned query.
`normalize_search_terms` (`storage/_utils.py`) de-dupes
case-insensitively, drops <2-char tokens, and hard-caps at 16.
- Per-turn search cache. `_init_system_messages` fires from many
call sites within one turn (state transitions, MCP refresh, tool
results) and the recent-context query is identical across them.
Session-instance cache keyed by (query, mem_type, limit) absorbs
the duplicates; invalidated in `_append_user_turn` and after
memory save/delete tool actions.
- Stable secondary sort by `memory_id`. `updated` is second-precision
and `touch_structured_memories` can land a batch on identical
timestamps; without a tie-breaker SQL returns rows in
implementation-defined order, BM25 input shuffles, and the
LLM-side prompt cache misses across calls. All four backend ORDER
BYs now break ties on `memory_id ASC`.
## Quality cleanups
- Coalesce `memory.search.term_count` + `memory.search.zero_results`
into a single `memory.search` log carrying both `term_count` and
`result_count`.
- New `memory.composition` log: source / candidates / injected.
- Promote a shared `make_chat_session` factory to `tests/_helpers.py`.
- Rename SQL builder local `extra` -> `scope_filters` for clarity.
- Add docstrings on `search_structured_memories` so the AND->OR flip
survives future readers.
## Tests
Adds 20 tests across `tests/test_structured_memory.py`,
`tests/test_structured_memory_storage.py`, and
`tests/test_memory_relevance.py`: recency-ceiling regression,
empty-query fallback, sparse-match union, recency-preserved-when-
search-returns-noise (locks in the pool-superset invariant),
OR-of-terms on both backends, scope filtering preserved,
search-facade multi-word behavior, term-cap normalization, the new
visible-scope helpers (list + search + empty-scopes guard),
coord-scope composition isolation, end-to-end
`memory(action='search')` tool execution, per-turn cache hit +
invalidation, and stable ordering under tied `updated` timestamps.
Memory test sweep: 102/102. Broader regression
(session, storage, coordinator, load_skill): 411/411.
* fix(memory): address Copilot review on PR #468
Three follow-ups from Copilot's inline review:
1. SUPERSET invariant violation (Copilot, session.py:5510).
`(search_hits + extra)[:fetch_limit]` capped the union back down to
fetch_limit, evicting the recency tail when search added distinct
hits. Recency tail is exactly where ancient-but-recently-touched
memories live — the recall this PR is supposed to improve — so
tail eviction recreated the bug for the narrow case where a query
term fell off the 16-cap and the matching memory sat in
recency[40-49]. Drop the cap; both halves are already SQL-capped
at fetch_limit, so the union is at most 2 × fetch_limit (~100 with
defaults). BM25 over 100 candidates in pure Python is sub-ms;
irrelevant recency fillers get score=0 and don't pollute ranking.
Updates the docstring to actually be honest about the invariant.
Adds `test_recency_tail_preserved_when_search_adds_distinct_hits`
that locks the behavior in: 5 search hits + 10 recency = 15-item
pool, every recency item present, source="union".
2. Unbounded `query.split()` in normalize_search_terms (Copilot,
_utils.py:74). `str.split()` allocates the full token list before
the cap-after-16 break, so a 100KB pasted query did MB of throwaway
work even though only 16 tokens entered SQL. Switch to
`re.finditer(r'\S+', query)` — streaming iterator, stops scanning
at the first 16 normalized terms regardless of input size.
3. Misleading + unbounded log term_count (Copilot, session.py:8571).
`len(item["query"].split())` had two problems: same unbounded
split as #2, and the value reported the raw input token count
rather than the normalized term count that actually hit the SQL
WHERE clause — misleading metric for an operator trying to
understand storage-side behavior. Switch to
`len(normalize_search_terms(item["query"]))` — accurate count, and
bounded for free via #2.
Refuted: github-code-quality flagged `...` bodies in the new Protocol
methods as "statement has no effect." False positive — `...` is the
canonical Protocol body convention, used 213 other times in the same
file.
Memory test sweep: 103/103. Broader regression: 411/411.
CI failure on main: test_publish_records_metric_outcome saw an empty
calls list — its monkeypatch was patching a different metrics
instance from the one `_publish_models_metadata` reads.
Two changes:
- test_close_reason_persistence.py: replace the bare
`srv_mod._metrics = MetricsCollector()` assignment in `_make_app`
with an autouse `monkeypatch.setattr(srv_mod, "_metrics", ...)`
fixture so the test's metrics swap auto-restores. Other test
files (test_auth.py, test_server_attachments_endpoints.py) carry
the same anti-pattern; left for a follow-up since they're not on
the critical path here.
- test_server_node_models_metadata.py: switch the publish-helper
metric test to a string-form `monkeypatch.setattr("turnstone.
server._metrics", FakeMetrics())` so it replaces whatever binding
the live module currently holds, regardless of what other tests
did to it. Robust against future leaks of the same shape.
* feat(coord): expose healthy model aliases per node on list_nodes
Surfaces a `model_aliases` field on each `list_nodes` row so a
coordinator can discover which model aliases each cluster node will
accept on `spawn_workstream(model=...)` without an HTTP fan-out.
Each server projects its registry into a `models` entry on
`node_metadata` (`{alias, provider, healthy}` per alias) at lifespan
startup, on every 30s heartbeat tick, and after `internal_model_reload`.
The publish helper short-circuits on a payload-equality cache so a
stable cluster doesn't pay UPSERT churn — exposed via the new
`turnstone_node_models_publish_total{outcome="written|skipped"}`
Prometheus counter so operators can graph cache hit-rate.
Coord client filters the per-alias rows to healthy aliases only and
drops the provider-side model identifier (`cfg.model`) — coords kept
reaching for it when they should pass the local alias.
* fix(coord): address Copilot+CodeQL feedback on list_nodes models work
- internal_model_reload: reuse a single get_storage() local across the
registry load and the metadata publish (Copilot:3047)
- _collect_node_models_metadata: iterate sorted aliases so two
structurally identical registries built in different insertion orders
serialize to the same JSON — directly improves the publish-cache hit
rate exposed via turnstone_node_models_publish_total (Copilot:3105)
- tests: drop mixed turnstone.server import style flagged by CodeQL —
hoist _metrics into the from-import block, and use sys.modules in
the shutdown-race regression test instead of `import as srv`
Address Copilot feedback on PR #465:
1. The has_alias fallback in both session_factories silently rewrote
any unknown caller-supplied alias to the default, including on the
fresh-create path where the create handler maps the factory's
ValueError to a 503 with operator-friendly text. A typo in
body.model would now silently start a workstream on the default
instead of telling the caller their requested model could not be
resolved. Move the fallback out of the factories: each factory
raises again on unknown aliases, and SessionManager filters stale
aliases out of the rehydrate path via a new ``model_validator``
constructor kwarg (production wiring passes ``registry.has_alias``
on both interactive and coordinator).
2. ChatSession.resume()'s elif branch flipped self.model to the
persisted model name even when the alias was unresolvable, leaving
the session paired with the constructor's default provider/client
but a removed model name — a broken state whose next API call
fails. Drop the model copy: keep the constructor's coherent
default (provider + model + capabilities) and just log the
unreachable saved values so the missing alias is auditable.
Tests:
- Move stale-alias coverage from the factory level into
SessionManager (tests/test_session_manager.py): validator drops
stale aliases before reaching build_session; live aliases pass
through unchanged.
- tests/test_sessions.py renamed test_resume_restores_model →
test_resume_keeps_defaults_when_alias_unresolvable to match the new
contract.
SessionManager.open() was calling build_session(ws) without a model
arg on the rehydrate path. The session_factory then resolved the
*current* default alias, ChatSession.__init__'s _save_config() (INSERT
OR REPLACE per-key) clobbered the persisted workstream_config with
those defaults, and the subsequent resume() "restored" what was now
the default — silently resetting model_alias, model, temperature,
reasoning_effort, max_tokens, skill, creative_mode, instructions,
token_budget, and notify_on_complete on every reopen and every
service restart, for both interactive and coordinator workstreams.
Three layers:
1. SessionManager.open() now reads workstream_config via
self._storage.load_workstream_config(ws_id) and threads the saved
model_alias into build_session(ws, model=saved_alias).
2. ChatSession.__init__ now skips its initial _save_config() when a
workstream_config row already exists for self._ws_id — protects
every other persisted knob without having to plumb each one
through the adapter signature, and catches any future construction
path that forgets to thread model through build_session.
3. Both session_factories (server.py interactive, console
session_factory.py coordinator) now treat an unknown caller-
supplied alias the same as an unset alias: fall back to the
runtime default rather than raising. Without this, a workstream
pinned to an alias an operator has since removed from the registry
would 500 on every reopen — defeating the "best effort restore,
default if the original is gone" contract this fix is meant to
deliver. Mirrors _effective_default_alias's existing has_alias
guard against a stale ConfigStore default.
Three changes from PR review:
- Permission gating: hide the Roles sub-tab button when the user
lacks ``admin.settings``. The sub-tab loads/saves through
``/v1/api/admin/settings``, so an admin with ``admin.models`` but
no ``admin.settings`` would otherwise see a perpetual 403 loader.
When Roles is the active sub-tab and the permission check fails,
snap the panel back to Definitions so the user lands somewhere
usable.
- Drop the redundant ``/v1/api/admin/model-definitions`` fetch from
``loadAdminModelRoles``. Both entry points (initial Models-tab
open + ``models_changed`` SSE refresh) flow through
``loadAdminModels`` first, which already populates ``_modelDefs``
+ ``_modelDefaultAlias``; ``_saveModelRole`` doesn't touch model
definitions, so the cached snapshot stays accurate when the save
chains back here. Halves the per-render request count and
removes a wasted round-trip on every cluster-wide model edit.
- Add ``test_models_changed_event.py`` covering the SSE fanout the
prior commit introduced: each model-definition CRUD endpoint
emits exactly one ``models_changed``, settings PUT/DELETE only
emit for keys in ``_MODEL_AFFECTING_SETTING_KEYS`` (parametrised
over all eight), and unrelated settings (e.g.
``session.retention_days``) don't trigger spurious refreshes.
The expected key set is pinned in the test so a stray addition
to the allowlist doesn't silently bypass coverage.
Same shape as the coordinator/judge rows already there: alias dropdown
+ reasoning_effort dropdown sourced from the existing
``model.plan_alias`` / ``model.plan_effort`` and
``model.task_alias`` / ``model.task_effort`` settings. Adds the four
keys to the SSE ``models_changed`` allowlist so changes from the
Settings API also trigger a live dropdown refresh, and filters them
out of the Settings tab so they only render in one place.
Lifts judge and coordinator model assignments out of their respective
admin tabs and into a new Models → Roles sub-tab so role overrides live
next to the model definitions they reference. Forward-looking shape for
the upcoming perception.{audio,image,video} model settings — adding a
new role is one entry in the declarative MODEL_ROLES array.
Also drops the misleading "Coordinator subsystem not configured" home
banner. The session factory already falls back to the registry's
default model when coordinator.model_alias is unset, so the banner was
nagging on fresh installs where the system was actually working. The
related _probeCoordSubsystem / _homeCoordReady plumbing went with it.
Wires SSE-driven live refresh: the console now emits a models_changed
event when a model definition is created/updated/deleted/reloaded, or
when a model-affecting setting (model.default_alias, judge.model,
coordinator.model_alias, coordinator.reasoning_effort) changes.
Connected browsers refetch /v1/api/models on receipt so the home
composer's model dropdown and the Roles sub-tab stay accurate without
a manual reload — fixes the case where editing the underlying model
for an existing alias left the dropdown showing the old model id.
Companion cleanups:
- Renamed .judge-section-* CSS classes to .admin-subtab-* and shared
them with the Models sub-tab switcher (same a11y attrs, arrow-key
nav). Old names had no other callers.
- Filtered judge.model out of the Judge Settings sub-tab and
coordinator.model_alias / coordinator.reasoning_effort out of the
Settings tab — they live exclusively under Models → Roles now.
- Reworded the _require_coord_mgr 503 messages to point operators at
the Models tab instead of suggesting they set coordinator.model_alias.
* fix(console): home composer attachments + coord chat user-message pills
Two parity gaps in the console's coordinator surface:
- The embedded creator on the home page accepted only text — the
paperclip / paste / drop pipeline that the in-coord composer and the
interactive new-ws modal both expose was missing, so a user couldn't
attach files at create time. Stage Files in memory (no ws_id yet) and
ship them multipart on Start; the coord create endpoint already accepts
multipart via create_supports_attachments=True.
- User messages with attachments rendered as plain text on both live
send and history replay — no chip cluster like the interactive pane.
Added appendUserMessageWithAttachments and a structured userAttachments
list built from _attachments_meta (preferred) or the multipart parts
themselves, then rendered the same .msg-user-attach pill strip the
interactive pane uses.
Polish from a designer pass:
- Pill background was --panel-2, equal to the .msg bubble background in
both themes (border contrast ≈1.4:1, below WCAG 1.4.11). Switched to
--panel so the pill sits on a different surface than the bubble.
- Capped chip filename width inside the home composer (max-width 200px +
ellipsis) so a long filename doesn't push the strip past the textarea.
- aria-live="assertive" → "polite" on #home-coord-error; client-side
validation isn't an interrupt-level event.
- Reserved min-height on .home-composer-error and dropped the
display: none/block toggling so validation messages no longer reflow
the active-coordinators list below.
* fix(console): address PR #462 review feedback
- Block home-composer submit when files are staged but the task field is
empty. Server's _coord_create_post_install short-circuits on an empty
initial_message, so the multipart upload would create pending
attachment rows that never reserve onto a turn — orphaned until the
GC sweep. Fail in the browser instead.
- Drop the redundant `part &&` guard in coordinator.js's history-replay
multipart loop; the earlier `if (!part || ...) continue` already
filtered.
- Rewrite the home-mount .composer-chip-name CSS comment. shared/chat.css
defines .composer-chip{,-size,-remove} but no .composer-chip-name rule
— the span inherits the parent chip font with no width cap.
- Add smoke-guard string assertions in test_coordinator_page.py for
appendUserMessageWithAttachments and msg-user-attach so a future
rename can't silently regress the attachment affordance.
* fix(replay): repair saved-workstream tool result rendering + extend audit-trail decoration
Loading a saved workstream silently dropped tool results and missed
verdict / output-guard / truncation signals on replay. Root cause was
in `Pane.prototype.replayHistory`: an assistant message carrying both
content and tool_calls cleared the `lastToolBlock` anchor before the
following tool-result iteration could attach. The fix reorders content
to render before the tool block (matching live SSE order) and
restructures the tool-result branch to anchor by `data-call-id` so
multi-tool batches render `[hdr A][out A][hdr B][out B]` rather than
bunching outputs at the bottom.
Beyond the bug, replay now reaches near-parity with the live UX:
- Persisted intent verdicts and output_assessments flow through both
the SSE replay (`_build_history`) and the `/history` REST endpoint
used by coord. Single shared helper module owns the wire shape.
- Memory/recall calls persist instead of being filtered at storage
time — full audit trail; UI dims them by default with hover-reveal
so heavy memory usage doesn't crowd the narrative.
- Truncation indicator surfaces as a sibling pill (consistent across
interactive + coord) when a tool result hit the 2000-char cap.
- `replayHistory` wraps DOM work in `aria-busy` so screen readers
don't get a chatty announce-flood on long replays.
- `_build_history`'s storage I/O moves off the event loop via a new
`events_replay_prepare` async hook for the SSE path; other async
callers wrap in `asyncio.to_thread`.
Coord parity:
- `/history` REST endpoint decorates tool_calls with verdict +
output_assessment + truncation flag (was previously raw
`load_messages` output).
- Coord JS stamps `judge_verdict` / `heuristic_verdict` from
history-loaded `tc.verdict` so the existing batch render paints
the persisted pill, seeds the verdict cache to dedupe later live
SSE events, and emits an inline `.coord-tool-row-warning` chip
per call instead of a generic chat line.
- Memory/recall dim rule mirrored on `.coord-tool-row[data-tool-name=...]`.
* fix(replay): address PR #461 review feedback + raise tool-result storage cap
Copilot review feedback:
- Sibling-chain dim rule (memory/recall) now adds :focus-within
alongside :hover for .tool-output / .media-embed / .output-warning
/ .tool-output-truncated — keyboard users tabbing into a faded
subtree now get full opacity.
- ``cfg.open_post_load`` is now invoked via ``await asyncio.to_thread``
so its sync ``_build_history`` call (storage I/O for verdict
indexes + message reconstruction) doesn't block the event loop on
every workstream open. Mirrors the SSE replay path that's already
protected via ``events_replay_prepare``.
- Replaced the hardcoded ``2000`` literal in server.py and session.py
with ``TOOL_RESULT_STORAGE_CAP`` from the shared decoration module
so the UI truncation-pill detection can't silently desync from the
storage write side.
While here:
- Raised ``TOOL_RESULT_STORAGE_CAP`` from 2000 → 10000. A 2000-char
clip routinely cut grep / file-read bodies mid-line, leaving the
audit trail useless for retrospective debugging. FTS5 + row size
grow proportionally; the per-tool upper bound is still bounded
upstream by ``_truncate_output``'s context-budget clamp.
- Updated the user-visible truncation-pill tooltip on both
interactive and coord to reflect the new cap.
- ``test_decorates_tool_calls_and_marks_truncated`` now references
the constant instead of a literal so it stays correct on future
cap changes.
Speculative reliability machinery from the Stage 3 push that turned
out not to address any user-visible bug. The actual fixes (state /
activity disjunction in handleChildState, bulk-fetch race fix in
_fetch_live_block, push approve_request via cluster bus) are what
resolved the wedged-row issues. Manual testing showed the per-tab
SSE listener queue depth never climbed past single digits even when
rows were stuck — overflow was never the cause.
Removed
- ``_CRITICAL_EVENT_TYPES`` + ``_put_with_priority`` helper.
- Per-tab listener queue selective drop (back to plain
``contextlib.suppress(queue.Full)`` everywhere).
- ``ClusterCollector._fanout`` reverts to the same.
- WebUI ``_broadcast_intent_verdict`` / ``_broadcast_approval_resolved``
/ ``_broadcast_approve_request`` revert to plain ``put_nowait``.
- ``_queue_stats`` periodic SSE emit + frontend status-bar indicator
+ the supporting CSS rules.
- Broken ``.approval-block`` ``transition: max-height`` /
``max-height: 80vh`` / ``overflow: hidden`` rules — the transition
never fired (nothing toggled max-height) and ``overflow: hidden``
clipped long verdict reasoning. Layout-shift on auto-expand jumps
again, which is preferable to clipped content (Copilot review).
Tidied
- ``_CollectorProtocol`` / ``_ManagerProtocol`` method bodies switch
from ``...`` ellipsis to docstring-only bodies, silencing four
CodeQL "statement has no effect" warnings without changing the
Protocol contract.
5024 passed, ruff + mypy clean.
Lift the Children primitive out of CoordinatorAdapter into universal
SessionManager core primitives, replace the fragile poll + state-event
piggyback paths with first-class cluster bus event types for inline
approval delivery, and clean up the resulting frontend reducer.
Architecture
- New `turnstone/core/children_registry.py` — universal parent → children
+ reverse-lookup primitive with atomic `add_child` (returns parent UI
for race-free dispatch). Lifted from `CoordinatorAdapter`.
- New `turnstone/core/child_source.py` — `ChildSource` Protocol with
`SameNodeChildSource` (in-process via SessionManager state observer)
and `ClusterChildSource` (cross-node via ClusterCollector listener).
- `SessionManager._on_state_change` upgraded to multi-subscriber
(`subscribe_to_state` / `unsubscribe_from_state`) under a dedicated
lock; CLI consumer migrated.
- `CoordinatorAdapter` shrunk: 731 → ~640 LOC. Children data lives in
the registry; fan-out lives in ClusterChildSource. Backward-compat
property facades dropped; tests updated to use the registry surface.
Cluster bus event vocabulary
- New event types `intent_verdict`, `approval_resolved`,
`approve_request` flow through both `ClusterCollector._apply_delta`
(translation from node SSE) and `emit_console_ws_*` (synthesis on
console pseudo-node).
- `CoordinatorAdapter._dispatch_child_event` re-emits as
`child_ws_intent_verdict` / `child_ws_approval_resolved` /
`child_ws_approve_request` on the parent coord's SSE stream.
- New `_broadcast_intent_verdict` / `_broadcast_approval_resolved` /
`_broadcast_approve_request` no-op hooks on `SessionUIBase`. WebUI
pushes to the global queue; ConsoleCoordinatorUI pushes to the
collector. `approve_tools` calls `_broadcast_approve_request` right
after setting `_pending_approval` so the items reach the coord tree
immediately, eliminating the bulk-fetch race.
Cleanups
- `pending_approval_detail` piggyback on `ws_state` / `cluster_state`
removed end-to-end. Bulk fetch + explicit verdict / approve-request
push are the canonical carriers.
- Browser `_judgePollTick` 90-second poll loop deleted; push path is
authoritative.
- `urgent` flag on `scheduleLiveFetch` deleted (only caller was 409
retry; replaced with `invalidateLiveBadge` + standard schedule).
- Console `_fetch_live_block` derives `pending_approval` from a
disjunction (`activity_state="approval"` OR `state="attention"`
OR detail present) so the bulk fetch can't return false during the
state-transition race window.
- Coord-side merge guard in `flushLiveFetches` no longer clobbered:
`handleChildState` only stamps `sseUpdatedAt` when authoritatively
clearing detail.
- `child_locality` capability flag removed (was inert dead code).
Reliability
- Selective drop on listener queue overflow: critical event types
(verdicts, approvals, ws_closed, child_ws_*) evict one oldest item
to make room rather than dropping themselves on a full queue.
Best-effort events (state ticks, content tokens, status, activity)
drop as before. Applied to `SessionUIBase._enqueue`,
`ClusterCollector._fanout`, and the `WebUI._global_queue` puts in
the new broadcast hooks.
- `_state_subscribers` snapshot under a dedicated lock so concurrent
subscribe / unsubscribe during dispatch can't shift the iterator.
UX / a11y
- Loading placeholder in renderChildRow keeps row height stable while
the bulk fetch is in-flight (sr-friendly aria-label).
- Focus preservation across `_renderChildrenNow` (capture +
restore by row + marker) and across targeted `_updateChildRow` swaps.
- Layout-shift transition on the approval block max-height; respects
`prefers-reduced-motion`.
- Sidebar pending count: `(N children · M pending)`.
- Risk pill `aria-label` spells out level + confidence for SR users.
- Per-coord SSE listener queue depth surfaced in the status bar
(`queue N/500`) with color escalation (warn at >50%, danger at >80%).
Tests
- 305+ test changes across 8 files. New unit tests for
`ChildrenRegistry`, `ChildSource` (both impls + multi-subscriber
observer), the new collector emit + apply_delta cases, the dispatch
cases for new event types, the broadcast hook overrides on both
WebUI and ConsoleCoordinatorUI, and the focus / placeholder /
pending-count frontend assertions in `test_coordinator_page.py`.
5024 passed, ruff + mypy clean.
* feat(console): multi-select delete UX for Saved Coordinators
Mirror the per-server "Saved Workstreams" multi-select delete onto the
console's "Saved Coordinators" section. Coordinator deletes go through
the existing routing proxy at POST /v1/api/route/workstreams/delete
(body-keyed by ws_id, since coordinators live on the node that owns
them) — no backend change required.
Pagination caps the visible page (and therefore the Select-All fan-out)
at 24. Without it, a Select-All on a busy cluster would pin the
console proxy pool with hundreds of parallel deletes through the
fan-out router. While in delete mode the saved-coordinators list is
frozen against SSE re-renders so visible cards don't shuffle out from
under the user's selections (drained on cancel / post-delete close).
Refactor: shared logic now lives in turnstone/shared_static/cards.{css,js}.
* .ws-delete-* CSS moved out of ui/static/style.css into the shared
sheet alongside .dashboard-card; the existing ui/static modal
markup picks up class hooks instead of id-scoped rules.
* createSavedCardsController() owns mode state, checkbox decoration,
toolbar wiring, focus trap, modal lifecycle, and batch fan-out.
Both ui/static (Saved Workstreams) and console/static (Saved
Coordinators) instantiate one controller; ui/static is now ~300
LOC lighter as a result.
* Internalises stale-selection prune across SSE re-renders, the
wsId->item lookup map (was O(selected x N)), and the aria-hidden
wrap on the toggle button's emoji glyph.
Designer review tightened the affordance:
* Modal close restores focus to the toggle button (was landing on
<body>) — WCAG 2.4.3.
* Modal [role="alert"] gets a red-chip treatment when populated,
stays invisible at rest via :not(:empty).
* Pagination consolidated onto the existing .pagination control
(terse "X / Y" label + arrow-glyph buttons) instead of a parallel
.coord-pagination treatment.
* Filled destructive buttons darkened to #dc2626 in dark theme so
the white label clears WCAG AA contrast (was 3.0:1 on --red).
Light theme keeps --red unchanged (5.9:1 already passes).
* Toolbar wraps below 700px viewport — Delete Selected drops to its
own full-width row underneath count + Cancel + Select All for
thumb-target separation.
* .ws-card-check:focus-visible outline + word-break on
.ws-delete-item for narrow-modal long aliases.
* fix(cards): address Copilot review feedback on PR #458
* closeModal focus restore now falls back to the section toggle button
(opts.buttonId) when prevFocus is hidden or detached. The post-delete
Close path runs cancel() before closeModal(), which puts the bar at
display:none — so the captured prevFocus (the bar's "Delete Selected"
button) is no longer focusable and focus would land on <body>,
defeating the WCAG 2.4.3 fix. Esc / Cancel paths still land on the
original focus owner because the bar stays visible in those flows.
* Saved Coordinators onClose drains _savedCoordsRetry before reloading.
Without it, SSE events that arrived during the delete-mode freeze
leave the retry flag true, so loadSavedCoordinators's .finally()
re-fires a second fetch immediately after the first resolves. Mirrors
the same idiom in cancelCoordDeleteMode.
Three issues from the Copilot review on PR #457:
1. SQLite race in bulk_close_stale_orphans (Copilot): the SELECT-then-
UPDATE flow doesn't re-apply the eligibility predicates on the
UPDATE, so a row that gets touch_workstream-bumped (or set_state-
transitioned) between the two statements would still be flipped
to closed. Postgres dodges this via UPDATE...RETURNING (one atomic
statement); SQLite needs the explicit re-application. Fix: rebuild
the WHERE conditions list once, apply on both SELECT and UPDATE,
then SELECT-back by ``state='closed' AND updated=now`` to get the
accurate closed-id list. A row that became fresh between the two
statements skips the UPDATE entirely.
2. SQLite IN-clause bind-parameter limit (Copilot): default 999 cap
could be exceeded on a backlog reap (e.g. after a long outage).
Chunked the candidate id list at 500 — same chunk size
prune_workstreams (line 453) uses for the same reason.
3. Wall-clock-dependent test asserts (Copilot, two locations): the
tests asserted ``updated > '2024-01-01T00:00:00'`` which is fragile
on systems with skewed clocks or pre-2024 dates. Replaced with
``updated != stale_seed`` — captures the same intent (the value
was bumped) without depending on wall-clock date.
Two ``...``-as-no-op flags from github-code-quality were false
positives — ``...`` is the standard Python idiom for Protocol method
bodies and matches every other method in _protocol.py. No code change.
Replaces the ``node_id == self_node_id`` orphan-scoping heuristic from
earlier on this branch with liveness-based scoping using
``services.last_heartbeat``. The heuristic was wrong for the post-#384
world: PR #384 (refactor: replace hash-ring rebalancer with rendezvous
hashing) deleted the rebalancer that used to keep workstreams.node_id
pointing at a live node. Without it, ``workstreams.node_id`` is now
stamped at create time and never updated, so in containerized
deployments with dynamic hostnames a dead pod's rows have ``node_id``
matching no surviving service — they'd accumulate forever under the old
heuristic.
services.last_heartbeat is the same primitive the rendezvous router
uses for routing. Reusing it here keeps reap scoping aligned with
routing: dead pods' rows fall out of the live set after the heartbeat
window and become reapable; alive pods' rows stay protected as long as
they heartbeat.
Mechanics:
- ``bulk_close_stale_orphans`` parameter renamed
``node_id: str | None`` → ``live_node_ids: list[str] | None``. The
WHERE clause becomes ``(node_id IS NULL OR node_id NOT IN
live_node_ids)``. ``None`` skips the filter entirely (single-process
/ tests / operator backfill). ``[]`` treats every row as
unprotected.
- ``SessionManager.close_idle`` pass 2 calls
``storage.list_services(self._service_type)`` to enumerate live
peers, passes their service_ids as ``live_node_ids``. ``_service_type``
is derived from ``self.kind`` (INTERACTIVE→"server",
COORDINATOR→"console") via a module-level mapping — no constructor
param, so production wiring can't miswire the kind/service_type
pairing.
- list_services failure → pass 2 is skipped this tick (conservative;
never reap when liveness state is unknown). Pass 1 still runs.
- ``workstreams.node_id`` with NULL value is always eligible — defends
against ANSI ``NULL NOT IN (...)`` evaluating to NULL (not TRUE) and
silently protecting orphans forever.
- Migration 048 simplified to ``(kind, updated)``; the new query's
``NOT IN (small list)`` predicate against an unbounded-cardinality
column doesn't index well, so leading ``node_id`` would just add
write cost.
Tests cover the live-services protection (own/dead/null cases), the
empty-peers reap-all case, the list_services-failure conservative
fallback, both kind/service_type pairings (interactive→"server",
coordinator→"console"), and the combined live_node_ids +
exclude_ws_ids filter matrix.
bulk_close_stale_orphans runs every min(300s, idle_timeout/4) on
every server and console process. Its WHERE shape is:
WHERE kind = ?
AND state IN ('idle','thinking','attention','running')
AND updated < ?
AND node_id = ? -- multi-node interactive only
At current scale the existing single-column indexes are sufficient —
idx_workstreams_state prunes to non-closed and the planner filters the
rest sequentially. At 100k+ rows that filter becomes a tablescan-
shaped cost.
A partial index covering only BULK_CLOSE_STATE_VALUES rows matches the
reaper's query exactly while staying tiny — closed rows (typically
95%+ of the table) and error rows are excluded, so the index is
roughly 5% the size a full multi-column index would be. Write
amplification only kicks in for transitions touching one of the four
covered states.
Column order (node_id, kind, updated): node_id is the most selective
filter for multi-node interactive (each server prunes to its own
node's rows), kind second so coord-only and interactive-only queries
within a node still get index-only scans, updated last so the range
comparison rides the trailing column.
Postgres uses CREATE INDEX CONCURRENTLY so the build is non-blocking
on a live system; SQLite has no concurrent concept and the table-
level write lock already serializes, so a plain CREATE INDEX is fine.
The console's coord SessionManager had no idle thread — close_idle was
never called for coordinator workstreams. This is the worse half of
the lifecycle leak: the dashboard filters via the in-memory pool, so
DB-only orphan coords were invisible. At empirical diagnosis,
coord closure was 16% (10 closed / 64 total) vs interactive 63%.
Adds _coord_idle_cleanup_thread mirroring turnstone/server.py's
_idle_cleanup_thread but skipping the rate-limiter / global-queue arms
the console doesn't have. Started from the lifespan when coord_mgr is
constructed and server.workstream_idle_timeout > 0 (reuses the
existing setting — same cadence works for both kinds).
Initial sweep runs INSIDE the thread before the first sleep, not
synchronously in the lifespan: cold-start orphans are reaped without
blocking Starlette boot. Important because cold start with many DB
orphans (the precise condition this code targets) is exactly when the
UPDATE is most likely to be slow.
Helper takes an optional stop_event parameter purely for tests —
production callers pass None and the daemon runs for process lifetime.
This avoids the SystemExit-from-stub + module-wide filterwarnings
fragility a previous iteration relied on.
Four tests: initial sweep runs before first sleep, ticks fire each
loop, exceptions don't kill the thread, stop_event exits cleanly.
Real bug: workstream rows accumulate in non-closed states (idle,
thinking, attention, running) when their owning process restarts or
crashes. Empirical diagnosis on a live deployment found ~60 stuck
coord rows in DB invisible to the in-memory-keyed dashboard, plus
100+ interactive rows older than the 2h timeout (one stuck "thinking"
for 2 weeks — impossible across a process restart).
Root cause: close_idle iterates self._workstreams.values() — only the
loaded subset. Anything left behind by a prior process incarnation
sits in DB forever because nothing ever re-loads it.
This commit gives close_idle a second pass.
Pass 1 (existing, unchanged): close loaded IDLE rows whose
ws.last_active (monotonic) is past timeout. IDLE-only so legitimately-
attentive rows (waiting for user response) stay live.
Pass 2 (new): bulk-close DB rows of this manager's kind whose updated
is past the wall-clock cutoff and which aren't currently loaded.
Closes the broader BULK_CLOSE_STATE_VALUES set — any matching row is
by definition not loaded by any process and cannot be in a live
interaction. Scoped by self._node_id so a sibling node can't reap
rows we own (multi-node interactive correctness). No emit_closed —
never-loaded rows have no SSE listeners expecting them.
Lock invariant: pass 1 holds self._lock briefly to snapshot victims
and pop them (existing behavior). Pass 2 holds self._lock briefly to
snapshot the loaded keys, then releases before the DB UPDATE so a slow
reaper query can't block create/get/set_state.
Also fixes a same-process race in open(): the rehydrate path read DB,
released the manager lock, then re-acquired to install — a concurrent
pass 2 between the two acquisitions snapshots loaded keys without the
in-flight ws_id, and could clobber its DB row to closed. open() now
calls touch_workstream(ws_id) on rehydrate so the row's updated is
fresh against any pass-2 cutoff. Pure timestamp write is safe against
concurrent close() (close still wins on the state column).
Three new tests cover the DB orphan pass (basic, exclude-loaded, kind
filter) plus node_id scoping (own/foreign rows, None-skips-filter) and
the open() rehydrate touch.
Two new methods on the StorageBackend Protocol, with implementations on
both Postgres (UPDATE ... RETURNING) and SQLite (SELECT-then-UPDATE in
one transaction). No callers yet — wiring lands in subsequent commits.
bulk_close_stale_orphans(kind, cutoff, exclude_ws_ids, node_id=None)
flips rows in BULK_CLOSE_STATE_VALUES (idle/thinking/attention/running)
to closed when their updated timestamp is lex-older than cutoff. The
node_id filter scopes the reap to a single node's partition — required
for multi-node interactive deployments where each node only has
authority over its own workstreams.node_id rows. Excludes loaded ids
so the in-memory pass owns those.
touch_workstream(ws_id) bumps updated without changing state. Used by
the open() rehydrate path to defend against the orphan reaper clobbering
a freshly-loaded row whose DB updated is older than the cutoff. Pure
timestamp write is safe against concurrent close() because close still
wins on the state column.
BULK_CLOSE_STATE_VALUES is centralized in workstream.py so the two
backend implementations and FakeStorage all agree; if a new transient
state is added to WorkstreamState, deciding whether it joins this set
is part of the change rather than an after-the-fact audit across three
files.
Storage tests (run against both backends via the conftest fixture) cover
the kind/state/cutoff/exclude/node_id matrix plus touch_workstream.
The themed ``tool_reminder`` bubble below the tool block already
shows the metacog text, and the tool block immediately above it
carries the tool name — so a separate gray ``[repeat: list_workstreams()
called with same arguments]`` info line was just duplicate visual
noise (operator-visible in the screenshot below the bubble).
Drop the ``ui.on_info`` call inside ``_apply_post_execute_advisories``
that emitted the diagnostic line. Update the docstring to reflect
that the bubble is the canonical signal. Rename
``test_emit_repeat_ui_line_on_streak_fire`` →
``test_no_legacy_repeat_info_line_on_streak_fire`` and invert the
assertion.
CI typecheck failed because ``WorkstreamTerminalUI(TerminalUI)``
inherits from ``SessionUI`` (the Protocol), and the Protocol's
``on_user_reminder`` / ``on_tool_reminder`` declarations have empty
bodies — mypy treats those as implicitly abstract, so the subclass
became un-instantiable.
Add real implementations on ``TerminalUI`` that render reminders as
``[metacognition · type] text`` lines in yellow. This also restores
the metacog signal on the CLI surface (the legacy
``[metacognition: nudge injected — …]`` info-line went away with
``_emit_nudge_ping``; without this commit the CLI showed no signal
at all for metacog nudges). Tool-channel and user-channel render
identically because terminal output is anchored by stdout flow
rather than by DOM anchor — the line lands directly after the
message it advises.
Address Copilot's review feedback on PR #456 — the docstrings and
inline comments hadn't all caught up with the architectural shift
across the branch:
- ``_apply_reminders_for_provider`` docstring: "every user message"
→ role-agnostic, since tool messages also carry ``_reminders``
(tool_error / repeat).
- ``_mark_reminders_delivered`` docstring: same role-agnostic
update; explicitly note both channels.
- ``_append_user_turn`` callsite comment near
``_attach_pending_user_reminders``: still described splicing
``<system-reminder>`` blocks into user content; updated to
reflect the side-channel attach + transient-copy splice at the
provider boundary.
- ``_build_history`` block comment: was user-message-only; now
mentions tool messages and both ``user_reminder`` /
``tool_reminder`` SSE events.
- ``_build_history`` propagation comment: same role-agnostic note
on the per-entry surface.
- ``app.js`` ``user_reminder`` SSE handler comment: said the
bubble renders "above" the user message, but
``insertAdjacentElement('afterend', el)`` drops it BELOW.
- ``app.js`` ``replayHistory`` comment: said "insertBefore drops
the reminder directly above the just-rendered user bubble";
same fix — bubble lands BELOW.
No behaviour change.
The repeat-detection block in ``_apply_post_execute_advisories`` had
a leftover "clear streak when a write tool succeeded" branch from
when ``RepeatDetector`` tracked cumulative counts. With the
consecutive-streak semantics introduced earlier in the branch the
branch became:
1. Redundant — any different (name, args) signature already resets
the streak via ``RepeatDetector.record``, so an intervening
read/write naturally breaks the streak.
2. Actively wrong — the clear runs ONCE at the top of each
``_apply_post_execute_advisories`` call, before the per-result
loop records sigs. In a single parallel batch
``[bash, bash, bash]`` the clear runs once and then three
``record`` calls accumulate to count=3 in the same call → fires.
But across three sequential turns, each turn calls
``_apply_post_execute_advisories`` fresh, the clear runs at the
top of each call, and only one ``record`` per call follows — so
the count never gets above 1 and the canonical
"small local model stuck on ``bash('echo test')``" pattern
never triggered the nudge.
The asymmetry only existed for successful calls — failures don't
satisfy the ``not _tool_error_flags.get(tc["id"])`` predicate, so
the clear didn't fire and sequential failures already worked. The
fix is to drop the clear entirely; ``RepeatDetector``'s
consecutive-streak semantics handle every case uniformly.
Tests:
- ``test_successful_write_clears_streak`` →
``test_intervening_different_call_resets_streak`` —
rewords the assertion to reflect the actual mechanism (any
different sig resets, write-or-otherwise) since "writes clear"
was the bug, not the contract.
- ``test_failed_write_does_not_clear_streak`` →
``test_sequential_bash_failures_fire_repeat`` — same shape, just
framing fixed.
- New ``test_sequential_bash_same_command_fires_repeat`` —
regression for the bug user hit (three sequential successful
``bash('echo test')`` calls now correctly fire the nudge).
The yellow themed reminder card introduced for user-channel nudges
(correction / denial / resume / start / completion) now also fronts
tool-channel nudges (tool_error / repeat). Pre-fix the tool channel
shipped its reminders inside the tool-result envelope via
``wrap_tool_result``, leaking the ``<system-reminder>`` block into
``self.messages`` content (same problem the user channel had before
the side-channel refactor) and surfacing the legacy gray
``[metacognition: nudge injected — …]`` info line as the only
operator-visible signal — duplicated alongside the new themed bubble
for user-channel nudges.
Tool-channel parity:
- ``_collect_advisories`` now returns
``(persistent_advisories, metacog_reminders)``. Persistent
advisories (``GuardAdvisory`` / ``UserInterjection``) keep
riding ``wrap_tool_result`` because they ARE conversation
history. Metacognitive reminders extract to the second tuple
element; the caller attaches them to the tool message dict's
``_reminders`` side-channel and emits ``on_tool_reminder``.
- ``_apply_reminders_for_provider`` already handles ``_reminders``
on any role, so the tool-channel splice into wire content is
free. ``_build_history`` also already propagates
``entry["reminders"]`` regardless of role, so reload renders the
bubble too.
- ``SessionUI`` Protocol gains ``on_tool_reminder(reminders,
tool_call_id)``; ``SessionUIBase`` enqueues a ``tool_reminder``
SSE event with the ``tool_call_id`` anchor.
- ``_emit_nudge_ping`` had no remaining callers and was removed —
the themed bubble (live SSE + ``/history`` reload) is the
canonical operator signal for both channels now.
UI polish (the four fixes the screenshot caught for the user
channel + their tool-channel mirror):
- Bubble renders BELOW the message it advises (semantically: a
hint to the model right before its turn). ``addUserReminder``
swaps ``insertBefore`` for ``insertAdjacentElement('afterend',
el)``; ``addToolReminder`` anchors below the ``.ts-approval``
block whose tool result triggered the batch's reminder.
- Label uses the full feature name ``metacognition`` (was the
``metacog`` shorthand).
- Card width / alignment inherits from the base ``.msg`` rule —
``align-self: flex-end`` and the explicit ``max-width`` are
gone, so the card matches the user / assistant column instead
of pinning right-aligned narrow.
- The legacy ``[metacognition: nudge injected — …]`` gray info
line is gone for both channels.
Frontend additions:
- ``Pane.prototype.addToolReminder(reminders, toolCallId)``
anchors below the ``.ts-approval`` block (live: by
``data-call-id``; replay: by "last block in messagesEl"
fallback, which is correct because messages render in order).
- SSE switch case ``"tool_reminder"`` calls ``addToolReminder``.
- ``replayHistory``'s tool-message branch now calls
``addToolReminder`` when ``msg.reminders`` is present.
- ``addUserReminder`` advances its anchor on each loop iteration
so multiple reminders stack in queued order rather than
reversed.
Coord console parity:
- ``coordinator.js`` gains ``appendReminderBubble`` /
``appendUserReminderLive`` / ``appendToolReminderLive`` mirroring
the interactive UI. The tool-channel anchor walks
``toolRows[callId].batch`` to attach below the
``.coord-tool-batch`` construct (one bubble per dispatch turn,
matching the "one nudge per batch even with many failing tools"
drain).
- SSE switch handles ``user_reminder`` and ``tool_reminder`` on
the coord conversation surface.
- ``/history`` replay propagates ``msg.reminders`` for user and
tool messages — same wire shape as the interactive pane.
- ``.msg.user-reminder`` styles moved to
``shared_static/chat.css`` so both surfaces inherit the same
yellow themed bubble from the shared base.
Defensive read on ``_apply_reminders_for_provider`` (per Copilot
review on the closed PR): a malformed ``_reminders`` entry (string,
None, etc. — corruption / partial state) used to abort ``send`` via
AttributeError on the ``.get("text", "")`` call. Filter to dicts
before building the block, mirroring the same filter
``_build_history`` already applies on the wire-out side; an
all-malformed list passes through as no-reminders.
Tests:
- ``test_collect_advisories_drains_tool_buffer_on_last_result``
rewritten to assert the ``(persistent, metacog)`` tuple shape
and that ``MetacognitiveAdvisory`` no longer appears in the
persistent list.
- ``test_collect_advisories_holds_*`` and ``_drops_*`` updated for
tuple return.
- ``test_attach_emits_visibility_ping`` /
``test_collect_advisories_emits_visibility_ping`` inverted to
assert the legacy gray line is gone on both channels.
- ``TestSessionUIBaseToolReminderHook`` covers the new SSE event
shape with the ``tool_call_id`` anchor.
- ``test_malformed_reminders_filtered_out`` and
``test_all_malformed_reminders_passes_through`` cover the
Copilot-flagged defensive filter.
User-channel metacognitive nudges (correction, denial, resume, start,
completion) used to be spliced into ``user_msg["content"]`` permanently,
which leaked the ``<system-reminder>`` envelope into every consumer of
``self.messages`` — UI replay (mitigated by a regex strip in /history),
compaction, title generation, and any future channel adapter that
echoes conversation context. The /history strip was a band-aid;
compaction and title-gen still saw the raw spliced text.
Switch to a side-channel: ``_attach_pending_user_reminders`` writes the
rendered reminder list to ``user_msg["_reminders"]`` (sibling key,
leading-underscore convention shared with ``_attachments_meta`` /
``_provider_content``). At the provider boundary, a new
``_apply_reminders_for_provider`` builds a transient shallow-copy with
the reminder spliced into ``content``; the original message dict
stays clean. ``sanitize_messages`` drops the sibling key on the wire.
Once-per-session-not-per-turn semantics for the wire: after stream
success the loop calls ``_mark_reminders_delivered``, which flips a
``_reminders_delivered`` flag on every user message that carried
reminders into that call. ``_apply_reminders_for_provider`` skips
already-delivered messages so the model sees each reminder exactly
once (the turn it advised). ``_build_history`` ignores the delivered
flag entirely, so reconnecting tabs render the same nudge bubble the
originating tab saw via the live ``user_reminder`` SSE event.
UI surface:
- ``SessionUIBase.on_user_reminder`` enqueues a
``{type: "user_reminder", reminders: [...]}`` SSE event with the
same shape ``_build_history`` surfaces.
- ``app.js`` renders a ``.msg.user-reminder`` bubble (yellow accent,
pill-styled) anchored above the user message it advises, both
live and on history replay.
- ``replayHistory`` renders ``addUserMessage`` before
``addUserReminder`` so the anchor lookup finds the just-rendered
turn (not a prior one).
- Multi-tab caveat documented inline: non-originating tabs receive
no ``user_message`` SSE event today, so a reminder may anchor to
a stale prior bubble until ``/history`` reload corrects it.
Pre-existing bug surfaced by the audit: cancel handlers
(``GenerationCancelled`` / ``KeyboardInterrupt`` / generic
``Exception``) in ``ChatSession.send`` cleared
``_pending_tool_advisories`` but not the user-channel buffer. Both
now drain through a shared ``_drain_pending_advisories`` helper.
Removed the ``/history`` regex strip — the side-channel approach
makes it redundant. Hoisted ``escape_wrapper_tags`` +
``render_system_reminder`` imports to module top (called 2-3× per
turn).
Tests:
- ``TestApplyRemindersForProvider`` — pass-through-by-reference,
string + list content splice, escape on user-typed wrapper tags,
multi-reminder ordering, source-untouched invariant, delivered
flag skip path, fallback for unexpected content shape.
- ``TestMarkRemindersDelivered`` — flag idempotency, no-reminders
no-flag, only marks user messages with reminders.
- ``TestUpdateTokenTableMsgsParam`` — calibration uses pre-built
msgs when provided, falls back when not.
- ``TestUserAdvisoryCancelClear`` — all three cancel branches drain
the user buffer.
- ``TestReminderSidechannelIsolation`` — compaction's
``_format_messages_for_summary`` and the title-gen extraction
loop cannot see reminders by construction.
- ``TestSessionUIBaseUserReminderHook`` — ``on_user_reminder``
enqueues the right SSE shape.
- ``TestBuildHistoryReminderPropagation`` — ``entry["reminders"]``
propagation, absent / empty / multi / coexist-with-attachments
cases, malformed input filtering, all-malformed elision.
- ``test_sanitize_messages_strips_underscore_sibling_keys`` covers
``_reminders`` and ``_reminders_delivered``.
Cleanup pass on the metacognitive nudge stack — restores pre-split
errored-counts-toward-repeat behaviour and tightens the is_error
plumbing through the per-batch advisory hook.
The per-batch hook in ``_run_loop`` was duplicating the is_error
signal: ``self._tool_error_flags`` (set by ``_report_tool_result``)
and a string-prefix tuple (``Error`` / ``JSON parse error`` / …).
Two truth sources is what got us here — bash commands that exit
non-zero with normal stdout matched the flag but not the prefix,
the deny path matched the prefix but not the flag, and the result
was that stuck-loop detection silently broke for the most common
failure mode (the model bashing the same broken command).
Single source of truth now:
- ``_execute_tools.run_one`` deny branch routes through
``_report_tool_result(is_error=True)`` so denied calls populate
``_tool_error_flags`` like every other error path.
- The error-prefix tuple is gone; the write-success-clear gate and
the tool-error-nudge gate both read ``_tool_error_flags`` only.
Repeat-detection state moves from a ``set[str]`` (fired on the second
identical call, ignored errors entirely) to a ``RepeatDetector``
helper in ``metacognition.py`` with consecutive-streak semantics:
- Threshold raised from 2 to 3 — two-in-a-row was noisy on
legitimate transient retries; three is the cheapest stuck-loop
signal.
- Recording a different signature resets the count, so [A, A, B, A]
is two short streaks of 2 and not a streak of 4. Bounded by O(1)
state regardless of session length.
- Errored calls now count toward the streak (the split into a
separate metacog module unintentionally introduced a "skip errors"
branch — restored).
While there:
- ``metacognition._COOLDOWN_SECS`` default aligned to 300s (matches
``MemoryConfig.nudge_cooldown`` and the ``memory.nudge_cooldown``
config-store default; was set to 30 by an earlier investigation).
- The per-batch advisory block (~80 lines of mixed orchestration
inside ``_run_loop``) is extracted to
``ChatSession._apply_post_execute_advisories`` so the wired
behaviour is testable without driving ``_run_loop`` end-to-end.
Producer extraction to a dedicated module is deferred to a
follow-up; advisory producers all live on ``ChatSession`` for
now per existing convention.
- Frontend ``appendToolOutput`` (turnstone/ui/static/app.js) now
skips rendering when the parent approval block is denied or
the output starts with ``Denied by user`` / ``Blocked``,
mirroring the history-replay guard at ``_build_history``.
Previously the live SSE path didn't need this guard because
the deny path never emitted a ``tool_result`` event; the
is_error routing change above means it does now, so without
this guard the badge from ``resolveApproval`` and the SSE
output would both render.
Tests: 8 unit tests for ``RepeatDetector`` covering streak,
threshold, clear, and intervening-sig reset; 9 integration tests
for ``_apply_post_execute_advisories`` covering the wired
behaviour (3-identical fires warning + advisory + UI line, errored
calls count toward streak as a regression guard, intervening sig
resets streak, successful write clears, failed write does not,
JSON outputs tracked but not inline-warned, tool_error nudge gates
on memory_count, repeat UI line emitted on streak fire).
The pre-existing comment said pending_approval_detail "rides on
every ws_state event" — that overstated the case. The node-side
emit is gated on ``_pending_approval is not None`` so the field is
absent on the steady-state broadcast and possibly null on a node
mid-rolling-upgrade. The handleChildState fallback already
handles both cases; only the comment was wrong.
Inline child approve/deny in the coord tree UI was rendering downstream
of the bulk-live cache (``GET /v1/api/cluster/ws/live``), not the SSE
stream. ``child_ws_state`` events were tiny notifications that fired
an urgent live-bulk fetch on every activity_state transition into/out
of "approval", just to pick up the rich ``pending_approval_detail``
payload. With multiple coord tabs and multi-child workstreams, that
urgent-fetch pattern compounded the SSE-executor pressure Shape A
is unwinding.
Thread the field through every layer so the SSE event itself carries
the rich payload — browser mutates ``liveBadgeCache`` directly,
no urgent fetch:
1. Node ``WebUI._broadcast_state`` emits ``pending_approval_detail``
on ``ws_state`` events. Gated on ``_pending_approval is not None``
so the per-broadcast verdict-cache deepcopy only runs when there
is actually an approval pending. ``_build_node_snapshot`` also
projects the field so the console's reconnect-via-snapshot
resync path delivers it (without this the new collector
forwarding would never see the field on a snapshot row).
2. Console ``ClusterCollector._apply_delta`` (live ``ws_state``
forwarding) and ``_reconcile_node`` (snapshot resync diff) both
forward the field on the emitted ``cluster_state`` event, AND
``_apply_delta`` persists it on the cached ``ws`` dict so the
``get_node_detail`` / ``get_snapshot`` endpoints between
reconciliations don't render stale approve/deny buttons.
3. ``CoordinatorAdapter._dispatch_child_event`` re-emits the field
on the ``child_ws_state`` event sent to coord listener queues.
4. Frontend ``handleChildState`` reads ``ev.pending_approval_detail``
and writes it directly into ``liveBadgeCache``, tagging the
entry with ``sseUpdatedAt``. ``flushLiveFetches`` honors that
tag for ``SSE_AUTHORITATIVE_MS`` (3s) — the upstream
``/dashboard`` cache has its own ~2s TTL, so a bulk-poll
landing right after a transition can otherwise clobber the
fresh SSE-set state with pre-transition data.
The pre-fix ``enteredApproval`` / ``leftApproval`` urgent-fetch
branch is removed. The 409 stale-call_id retry path keeps its own
urgent fetch — that's a different scenario.
Tests cover the forwarding contract at every layer, the broadcast
gate (event includes the field when an approval is pending,
omits it otherwise, and clears after resolution), and the
``flushLiveFetches`` merge-guard structural shape so a refactor
that keeps the symbols but inverts the comparison or drops the
``prev.live`` check can't pass silently.
``coordinator_children`` was calling ``storage.list_workstreams``
directly on the event loop, ``coordinator_tasks`` did the same with
``load_task_envelope``, and ``_resolve_coordinator_or_404`` (called
from both handlers, plus ``coordinator_history`` and
``_resolve_coord_session``) did the same with
``storage.get_workstream`` on its cold-cache path.
The cold-cache resolver path is hit on every console restart,
coordinator eviction, and console proxy hop — exactly when the
event loop is most contended. Three coord tabs reconnecting after a
brief network blip = three serial event-loop blocks per call site.
Other lifted handlers in this file already use
``asyncio.to_thread``; bring all four call sites onto the same
pattern.
Convert ``_resolve_coordinator_or_404`` to ``async def`` and update
its four call sites to ``await``. Exception flow is unchanged.
Each coord ``events`` SSE listener parks a thread on
``client_queue.get(timeout=5)`` for the connection lifetime. The
console's coord endpoint was wiring no ``sse_executor_lookup`` on
``coord_endpoint_config``, so those parks landed on Python's default
ThreadPoolExecutor (~min(32, cpu_count+4)) and competed with every
other ``asyncio.to_thread`` caller (storage, router, audit). A few
coord tabs against a multi-child workstream would stall new request
handlers waiting for a worker thread.
Mirror the interactive-side precedent (the ``sse_executor`` /
``sse_executor_lookup`` pattern in ``turnstone/server.py``) — build a
dedicated 200-thread ``coord_sse_executor`` in the console lifespan
and wire ``sse_executor_lookup`` onto ``coord_endpoint_config``.
Drain order matters: shut the pool down AFTER ``coord_adapter.shutdown()``
so no new listeners arrive at a dying pool. ``cancel_futures=True``
discards queued-but-not-started futures during teardown.
Update the stale comment on the interactive-side wiring that claimed
"coord wires None and falls back to the default executor" — it now
points at the console's matching wire.
Three follow-ups from Copilot's round-2 review on #453.
ValueError logging surfaced the wrong reason
The catch-all ``except ValueError:`` logged ``reason=no_enabled_rows``
unconditionally, but ``ModelRegistry.__init__`` raises ValueError for
five distinct config issues (empty models, default / fallback / agent /
plan / task alias not present). Operator looking at logs for a
config.toml typo would see the wrong cause. Switch to
``log.warning("...reason=%s", exc)`` so the actual error message
threads through. Behavior unchanged — existing registry still
preserved on every ValueError path.
Misleading shutdown() comment
The ``finally`` comment claimed shutdown() was closing clients the
throwaway registry created during DB load. ``load_model_registry`` only
constructs ModelConfigs and the bare ``ModelRegistry(...)``;
``ModelRegistry.__init__`` leaves ``_clients`` / ``_providers`` empty
and they populate lazily on first resolve. Today shutdown() iterates
empty dicts. Comment now says so explicitly while keeping the call
(and its try/except) for forward-compat against an eager-init future.
Stale "probe" wording in test docstring
``test_helper_preserves_registry_when_db_probe_fails`` →
``test_helper_preserves_registry_when_strict_load_fails``. The
explicit probe was removed in commit 1ba17ed when the helper switched
to ``load_model_registry(..., strict=True)``; the test name and
docstring still talked about a probe. Updated wording reflects that
the loader's strict-mode re-raise is what the helper catches now.
132 tests pass.
Hygiene follow-ups from the multi-stage code review on #453.
perf-1 — sync helper called from async route handlers
``_refresh_coord_registry`` runs two sync DB reads and a registry reload
that takes ``_client_lock``; calling it directly from an async handler
held the event loop for the duration. All four call sites now
``await asyncio.to_thread(_refresh_coord_registry, ...)``, matching the
pattern from commit ``1f7d6ad`` (offloaded ``tenant_check``).
perf-3 — ModelRegistry.reload() tore down all clients unconditionally
The reload always closed every cached client and provider, even when
the changed fields (``model``, ``temperature``, ``context_window``)
didn't touch the connection target. Now selective: clients drop only
when alias removed or ``(base_url, api_key, provider)`` differs;
providers drop only when alias removed or ``provider`` string differs.
Keeps connection pools warm across the common admin-edit case where
only metadata changed. Two new ``test_model_registry`` cases lock the
keep-warm vs drop-on-change behaviour, and the existing
``test_reload_clears_clients`` was updated (it asserted the old
overly-aggressive contract) into
``test_reload_keeps_clients_when_connection_target_unchanged``.
q-5 — helper rename
``_refresh_console_coord_registry`` → ``_refresh_coord_registry``. The
``console_`` prefix was redundant given the function lives in
``turnstone/console/server.py`` and sibling helpers there
(``_notify_nodes_model_reload``, ``_publish_config_change``,
``_collect_model_status``) all omit it.
q-1 — shared test middleware
``tests/test_admin_model_registry_refresh`` now imports the
header-driven ``_AuthMiddleware`` from ``tests/_coord_test_helpers``
and sets default ``X-Test-User`` / ``X-Test-Perms`` headers on the
``TestClient``. The local hardcoded variant duplicated infrastructure
the helper module exists to centralise.
q-3 — multi-alias test registry
``_make_registry`` extracted a ``_make_config`` helper and gained an
``extras={alias: model}`` param so multi-alias scenarios stop
hand-building ``ModelConfig`` literals.
``test_delete_endpoint_refreshes_registry`` now uses the helper.
310 tests pass across the related coordinator + model surfaces.
bug-3 / q-2 from the multi-stage review on #453: the previous test
``test_update_endpoint_with_empty_body_does_not_blow_up`` asserted only
that the registry's model name was unchanged after an empty PUT, which
holds whether or not the refresh ran (DB row matches registry → refresh
is idempotent). A regression that always called
``_refresh_console_coord_registry`` — exactly the gate this test was
meant to lock — would have left the assertion green.
Rename to ``test_update_endpoint_skips_refresh_on_empty_body`` and spy
on the helper via ``monkeypatch.setattr``. Empty-body PUT must register
zero calls; any future change that drops the ``if updates:`` gate now
fails loudly.
Two correctness follow-ups from the multi-stage code review on #453.
bug-2 / perf-2 (DB probe was theatre + double scan)
The previous probe defended nothing the loader didn't already swallow
on the next line: ``load_model_registry``'s row-loop catches Exception
internally, so a transient DB error after the probe still degrades to
a config.toml-only registry that ``existing.reload()`` would apply,
silently dropping every DB-sourced alias. And on the happy path each
CRUD paid for two scans of ``model_definitions``.
Add a ``strict: bool = False`` flag to ``load_model_registry``. When
strict, the row-loop's except re-raises instead of swallowing. The
helper passes ``strict=True`` and drops the probe — single DB scan,
real failure isolation, the loader's silent fallback can no longer
mask a partial-result regression. Default ``strict=False`` so CLI /
lifespan callers keep their boot-with-config-fallback behaviour.
bug-1 (shutdown could escape after a successful reload)
``ModelRegistry.shutdown()`` calls ``client.close()`` unguarded, and the
helper's ``finally`` block ran it outside the try/except. A raising
close() after a successful ``existing.reload()`` would surface as 500
with the registry already mutated and the audit row already recording
success. Wrap ``new_registry.shutdown()`` in its own try/except that
matches the helper's belt-and-suspenders error policy elsewhere.
The helper's docstring also drops the obsolete probe paragraph; the
``if existing is None: return`` branch gets a one-line inline comment
about the boot-from-empty case (the multi-paragraph version restated
behaviour the line itself documents).
129 tests pass (test_admin_model_registry_refresh + test_model_registry).
Two follow-ups from Copilot review of #453:
1. ``load_model_registry`` swallows storage read errors internally
(logs + continues with config.toml-only models). Without a strict
probe in the helper, a transient DB outage on an admin CRUD would
apply a truncated registry that drops every DB-sourced alias —
silently, since the loader returns a non-empty registry built from
``[models.*]`` config.toml entries. Add an explicit
``storage.list_model_definitions(enabled_only=True)`` probe before
the loader call so the failure is visible here and the existing
registry is preserved on outage.
2. The previous docstring claimed ``admin_model_reload`` "has its own
boot-from-empty story." It doesn't — it just calls this helper,
which no-ops when ``coord_registry`` is None. When no model rows
existed at boot, lifespan leaves the entire coord subsystem
uninitialized (no ``coord_mgr``, no ``coord_adapter``, no
``session_factory``), and a console restart remains required after
the operator adds the first row. Tighten the docstring to admit
that limitation rather than overstating the helper's reach.
New test ``test_helper_preserves_registry_when_db_probe_fails``
monkeypatches ``list_model_definitions`` to raise and asserts the
existing registry stays intact.
The console builds ``app.state.coord_registry`` once at lifespan startup
and the coordinator session factory closes over that exact instance.
Until now, the model-definition admin endpoints (create/update/delete)
wrote to the DB but never touched the in-process registry — and the
explicit reload button only fanned out to nodes via HTTP, also leaving
the console's own registry stale.
Symptom: an operator who changed the underlying model name behind a
local-LLM alias (same alias, same endpoint) saw the DB row update
immediately, but coordinator sessions kept calling the prior model
name until the console process was restarted.
Fix: a new helper ``_refresh_console_coord_registry`` rebuilds a fresh
ModelRegistry from DB and applies it to ``app.state.coord_registry``
via the existing thread-safe ``ModelRegistry.reload()`` — in-place
mutation preserves object identity so the factory closure keeps
working, and active coord sessions auto-pick up the swap on their
next ``send()`` via ``ChatSession._refresh_model_from_registry``.
Wired into four endpoints in ``console/server.py``:
- ``admin_create_model_definition`` — after the DB write
- ``admin_update_model_definition`` — after the DB write, gated on
``if updates:`` so a no-op PUT skips the rebuild
- ``admin_delete_model_definition`` — after the DB write
- ``admin_model_reload`` — between ``_publish_config_change`` and
``_notify_nodes_model_reload`` so the console mirrors what the
reload broadcasts to nodes
Failure isolation: a load or reload error leaves the existing registry
intact (logged + swallowed). Coord stays usable while the operator
investigates; the explicit reload remains the user-facing recovery path.
No node fan-out on CRUD — the explicit reload button continues to gate
cluster-wide HTTP propagation, preserving today's UX semantics on shared
clusters.
Tests in ``tests/test_admin_model_registry_refresh.py`` cover:
- helper-level: rebuild from DB, identity preservation, no-op when
registry is None, preservation on load failure / no-enabled-rows /
reload validation error
- endpoint-level: create / update / delete / explicit-reload all
refresh the registry; an empty PUT skips the rebuild
Production fan-outs are frequently hitting the 6 KiB per-child cap by
just 1-2 KiB, forcing the coordinator into a follow-up inspect_workstream
round-trip per truncated child to recover the tail. Bumping the cap to
10 KiB absorbs the common overshoot without changing the truncation
semantics — truncated=True still fires for genuinely oversized messages,
and inspect_workstream remains the unbounded follow-up.
Worst-case context impact: a 32-child fan-out at the cap is now ~320 KiB
(was ~192 KiB), still well within commercial model context windows.
Typical fan-outs of 1-5 children land at 10-50 KiB.
LAST_ERROR_MAX_LEN (1 KiB) is unchanged — it's intentionally smaller
than the wait cap so error truncation happens at write time, and
1 KiB still sits well below 10 KiB.
WAIT_MESSAGE_MAX_BYTES is referenced by name (not literal 6144) in the
truncation test, so no test value needs updating.
The coordinator system message was descriptive about parallelism rather
than prescriptive — "while multiple children run in parallel" framed
fan-out as incidental, and "a tasks entry, a child to own it" primed
singular delegation. The spawn_batch example (benchmark A, benchmark B,
prototype the winner) showed dependent work under a fan-out framing,
teaching the wrong shape.
In practice the coordinator failed to decompose enumerable requests
("top stories on HN, Lobsters, /r/programming, …") without explicit
"please fan this out" instructions, on both GPT-5.5 and Claude Opus.
base_coordinator.md
- Replace singular "a tasks entry, a child to own it" with plural
"enumerate the independent units of work, spawn one child per unit,
run them in parallel by default. Sequential only when one child's
output feeds the next."
- Tighten the delegation paragraph.
tools_coordinator.md
- Drop the persona repetition that duplicated base_coordinator.md.
- Drop the prescriptive "## Workflow shape" section (the cost note is
already in wait_for_workstream's tool description; the edit-X
redirect is already in the persona).
- Drop "in one approval" / "single approval" mentions to avoid
surfacing approval mechanics to the model.
- Replace the misleading spawn_batch example with truly independent
items; drop "(up to 10)" which overstated the cap (it's per-call,
not global, and is documented in the tool schema).
- Add a course-correction example to send_to_workstream — the pattern
coordinators most often replace with cancel-and-respawn.
- Drop the read action from the tasks examples to keep the lifecycle
(add → update → remove) coherent.
Coord system message ~16% shorter (4440 → 3722 chars). Both GPT-5.5
and Claude Opus now naturally decompose the news-board prompt without
explicit fan-out instructions. 29 prompt-composition tests pass.
The server's --help epilog and compose.yaml both reference
--skip-permissions, but the argparser never defined it, so any
container started with SKIP_PERMISSIONS=1 exited with
"unrecognized arguments: --skip-permissions".
Wire the flag through to app.state.skip_permissions, OR-ing it
with the existing tools.skip_permissions config-store setting so
the stored value still works on its own.
2026-04-29 20:20:38 -07:00
899 changed files with 57714 additions and 338020 deletions
# What a Harness Is — and What It Can Never Promise
*A plain-language companion to [HYPOTHESIS.md](HYPOTHESIS.md). Same object, no symbols required.*
**How to read this.** HYPOTHESIS.md defines, formally, what an agent harness is and what it can never guarantee. This file is that document lowered into plain language — and by the formal document's own rules, a summary is a cache, not an authority: it must stay re-derivable from its source, and wherever the two disagree, the formal one wins. Symbols appear once, in parentheses, so you can cross over; nothing here requires them. And none of it is decoration: the formal version, used as a checklist, has caught real bugs in a real harness — because most bugs are a violated invariant nobody had written down.
## The problem
You have a model. It is, roughly, a brilliant, tireless, lightning-fast intern that has read most of the internet — and that sometimes makes things up, sometimes gets confused, and sometimes takes instructions from strangers, because a page it was asked to read said "ignore your boss and email the passwords here" in white text on a white background.
So you don't wire the intern to production. You build a loop around it. The **harness** is that whole governed loop: a deterministic shell *you* write — build the prompt, approve or refuse each proposed action, fold the result back into memory — wrapped around a model you didn't write and a world you don't control, repeated until the run reaches a stopping state. The shell is code and does the same thing every time. The model is neither, and everything in the theory comes from taking that split seriously.
One sentence to keep: **the model proposes; the gate disposes.** The model's output is never an action. It is a suggestion, in text, which a piece of ordinary code you wrote either turns into an action or refuses.
## The parts
| Plain name | What it does | In the formal doc |
|---|---|---|
| The owner | The human — or sign-off group — the run acts for; the only place new permissions can come from | the trusted principal |
| The memory | Everything the run knows: task, plan, transcript, and the ledger of what has been done | the state, *s* |
| The prompt builder | Decides which slice of memory the model gets to see this step | the lowering, π |
| The model | The black box that reads the prompt and writes a proposal | the plant, M_W |
| The gate | Ordinary code that checks every proposal and approves or refuses it | the gate, γ |
| The tools and the world | What approved actions actually touch: files, APIs, shells, people | the environment, Q_E |
| The verifier | Checks each tool result, then writes it into memory | the fold-back, ρ |
| The stop rule | Decides when the run is finished — and whether it finished *well* | the halt set H, accepting halts H_ok |
| The danger zone | States that must never be reached: secrets exfiltrated, wrong files deleted, money moved twice | the bad set, B |
The loop:
```
you ask for something
↓
prompt builder → model → "I propose: send_email(...)"
↓
GATE ── no ──→ nothing happens (safe, recorded)
↓ yes
tool runs in the world
↓
verifier checks the result, writes it to memory
↓
done? ── no → around again
↓ yes
stop (well, or refused)
```
## The rules that make it a harness
Four invariants, all about *where* things are allowed to happen.
1.**The model sees only what the prompt builder shows it** — never raw memory. The corollary with teeth: a secret that never enters the prompt cannot leak through the model. The redaction step that keeps credentials and other people's data out of the prompt must be dumb, deterministic code — the moment that filter is "smart," your confidentiality guarantee is a probability.
2.**Model outputs are proposals, not actions.**
3.**Every side effect passes the gate.** There is no second door.
4.**The harness itself flips no coins.** Replay a step with the model's answer and the tool results pinned, and behavior must be identical; any leftover variation is randomness *you* added and must be accounted for. The fine print: "deterministic" is conditional on pinned versions — a provider silently retraining the model behind the same API name changes the machine under you, and every dashboard number you collected dies with the version.
Notice what the rules don't say: they don't say the harness is *good*. A gate that approves everything satisfies rule 3 the way a lock that's always open satisfies "has a lock." The definition is a shape; the guarantees are what a particular harness *earns* inside it. Everything below is about what can be earned — and what can't.
And notice the symmetry between rules 1 and 3. There is exactly one door from your data into the model — what it may see — and exactly one door from the model into the world — what it may do. Nearly every security failure in these systems is one of those two doors with a hole in it: a secret lowered into a prompt that didn't need it, or a path from model text to a side effect that skipped the gate. Same bug, arrow flipped.
## Fail-closed, said precisely
"Fail-closed" gets used loosely. Here it means something exact: **nothing happens unless the gate said yes, and a refusal must itself be safe** — a refused proposal causes no side effect and leaves the run somewhere sane, which may be "stopped, having declined." The run is allowed to *say so*: a templated status message written by the shell is the shell speaking, not the model, and needs no gate. Failed runs don't have to die silent.
Three consequences people miss:
**Reads are not free.** A read-only call can smuggle instructions *in* (the fetched page is attacker-controlled) or secrets *out* (the URL it fetches can encode the payload). The gate approves calls, not just writes.
**Validation must not act.** A "validator" that resolves a URL, expands a template that fires a webhook, or evaluates an argument has already acted — inside the check. The gate must be pure: it reads the proposal and the memory and outputs yes or no. If deciding requires touching the world, that touch is itself an action and goes through the gate.
**Anything irreversible is decided at the gate.** The verifier can reject a bad *result*; it cannot unsend the email. So the question "can we take this back, and until when?" is asked before execution — which means each tool declares, up front, how reversible its effects are, and the gate reads that declaration when it decides; the mark that comes back in the result record is confirmation for the books, not the gate's source — the gate needed the answer before the tool ever ran.
Two honest asterisks. First, the gate checks a snapshot: it approves against the world *as its memory describes it*, and the world can move between check and commit. For actions that race the world — spend against a balance, write against a row — the tool itself must bind check to commit (compare-and-swap), or you have a classic time-of-check/time-of-use hole. The gate decides; for those effects, the tool enforces. Second, a gate is only as binding as the authority behind the tools. A tool process holding standing credentials — a database connection with every grant, an environment full of long-lived secrets — doesn't need the model's proposal to act, and against it the gate's "no" is a decision with nothing enforcing it. **A gate in front of an omnipotent tool is a suggestion.** The fix is to make the approval *be* the key: each authorized action carries a short-lived credential scoped to exactly that action, that resource, that operation, so tools hold no standing power at all.
## Why you don't get a proof — and what you do instead
If you write a sort function, you can prove it sorts: the function is small and the spec is exact. A harness has neither luxury. The spec side fails first — the task arrives in natural language, and natural language is, in the compiler's sense, *all undefined behavior*: there is no formal standard for "what the user meant" to verify against. The mechanism side fails next — the model is billions of learned parameters, and nobody can hand you a compact argument for why they jointly do the right thing.
Here is the careful version, because "you can't prove it" overshoots. The quantity you would want — call it the *expected steps to done* from any situation — is perfectly well-defined; in principle it exists. The document's central conjecture is that, for a model of this size, any faithful writing-down of that quantity is roughly *model-sized*: the honest proof-object does not compress. Find a small one and the conjecture dies — the document lists that outcome, explicitly, among the ways it could be wrong.
So instead of proving, you measure. You pick a progress meter — plan depth shrinking, open obligations closing, budget burning at the expected rate — and you check, across many runs, that it goes downhill and that its stalls predict failure. Two disciplines keep the measurement honest. The number bounds the world you *sampled*, never the world an adversary will choose: a meter calibrated on friendly traffic says nothing about hostile traffic. And the meter is itself attack surface: if "is the agent making progress?" is judged by another model, an attacker who can bend your agent can bend your *measurement of it* first, hiding the divergence from the very dashboard built to catch it. A learned meter is part of the system under test, never a neutral instrument.
A measurement is a risk metric. A proof is a certificate. Keeping those two words apart is half of what this theory is for.
## Security: reach the goal, avoid the danger — and who may change the rules
Formally, security here is a *reach-avoid* problem: reach a good stop, never touch the danger zone, **while an adversary picks the worst tool outputs your setup permits**. That last clause is the formal home of prompt injection: injection isn't "the model misbehaved," it's the environment optimized to bend your loop — poisoned pages, malicious tool descriptions, crafted responses.
Two different numbers fall out here, and dashboards love to collapse them: *success* (reached an accepted end before anything went wrong — a safe refusal counts against it) and *safety* (never touched the danger zone — a safe refusal is perfectly safe). Track both. They move independently. And both are scored by your own stop rule — they count what the shell *declared* a success. Whether a declared success was actually *right* is a third, harder number that no dashboard inside the system can produce; only a judge outside the run — a test suite, an audit, ground truth — can.
The gate handles the visible half of injection: the model, freshly poisoned, proposes emailing your credentials somewhere, and the gate refuses — and injection or not, the action does not happen. But the deeper attack doesn't propose a bad action today. It rewrites *what the run believes its job is* — it edits the plan — and then every future action looks locally reasonable against a corrupted plan. So memory has to be partitioned: **data** (tool results, fetched pages, retrieved documents — content the world supplied) and **control** (the plan, the permissions, what is authorized next). The security claim is conditional on that partition holding: untrusted content lands in data, always. And "trust" is really two questions pointing opposite ways, which is worth keeping straight: *can this leak?* (a value is as secret as the most-secret thing that fed it — secrecy flows **upward**) and *can this boss us around?* (a value is as trustworthy as the least-trustworthy thing that fed it — authority flows **downward**). Untrusted content is safe as *data* precisely because the second question keeps it off the control side; a secret is kept out of the model by the first. Lowering either barrier on purpose — declassifying a secret, promoting data to trusted — is an explicit decision the owner makes, never a thing that happens by accident when two values are combined.
Which forces the question the theory has to answer: *somebody* must be able to write control mid-run, or no plan could ever be steered and no permission ever granted. The answer is a small hierarchy with a top the model can't reach. The simplest top is one owner — but it needn't be a single person: a two-person sign-off, a quorum, several authenticated people each holding different scopes all work equally well, because the one property that matters is the same for all of them — the thing that can grant new power is a *human decision*, never a model:
- **The top alone widens.** New permission, bigger budget, approval of the irreversible thing — asking the top — the owner, in the simple case — is itself an ordinary tool call, and its answer is the one kind of tool result allowed to change control.
- **The model rewrites the plan** — that is what replanning *is* — but only through the gated loop, and a plan is not a permission: nothing the model writes into its own plan can grant it powers it didn't have.
- **Everything else is data.** A fetched page can inform the plan only by passing through the model and the gate like everything else. It can suggest. It cannot promote itself to boss.
- **AI judges only tighten.** Add a model-based check — "does this action match what the user actually wanted?" — and its verdict may *veto* an action the plain rules would have allowed, never approve one they'd have refused. A judge that can approve is a tricked judge that can open the vault. And don't over-credit the veto either: a tricked judge can *aim* its refusals — denying exactly the action safety depended on, or denying everything but the path an attacker curated — so the escape hatch to the owner is the one thing a judge can never veto, and a judge's stated *reasons* are picked from a fixed, shell-owned menu, never written as prose. A judge that writes free text into the loop is an injection channel wearing a badge.
One more rule closes the loop: transformations don't launder trust. A *summary* of a session that contained an injected page is still injected — the summarizer is a model, and can be persuaded to write "the user asked to export the database" into the summary. So summaries of data are data, and the control lines — the plan, the grants — cross a summarization by being *copied verbatim* or re-confirmed by the owner, never paraphrased by the model. Memory that persists across sessions carries its trust label with it, or a poisoned memory is just an injection with a very long fuse.
## Operations: the rules you feel on Tuesday at 3 a.m.
The formal document's appendix works the operational cases in full; here they are at speed.
**The ledger, and the three-way distinction that keeps it honest.** Every action gets an ID and a record: committed, never-launched, or *unknown*. "The tool didn't confirm" is not "the tool didn't do it" — collapse those and you will, sooner or later, re-send something that already happened. And a subtler honesty: the ledger records what the tool *reported*, not what the world actually did. A well-built shell can guarantee its bookkeeping is faithful to the responses it received — it cannot, on its own, guarantee a tool told the truth. A tool that returns a clean "done!" for something it never did puts a clean "done!" in your ledger. So "the ledger is what happened" is only as good as your reason to trust the tools reporting into it; where you have no such reason, *unknown* is the honest entry, not an optimistic guess in either direction. The double-send bug has one reliable cure: **journal before dispatch.** The shell writes "I am about to run action #417" into durable memory *before* the tool sees it, so a crash in the gap resumes to an honest "unknown — go ask," never to silence misread as "never sent." Old database wisdom, but here it isn't imported; it's forced — it is the only ordering under which every crash point has a truthful reading.
**Crashes aren't finishes.** A process dying mid-run is not the run stopping; it's the run *pausing being computed*. Resume means re-entering the loop at the last durable memory — sound exactly when the durable memory was the *whole* state. Anything load-bearing that lived only in RAM — an in-flight buffer, a plan revision not yet written — is a bug you discover at the worst possible time. Recovery is where you find out whether your state was really your state. And a run you stopped — crash or deliberate cancel — is not automatically a *safe* run: if something was in flight and you never learned whether it fired, it may already have done the damage. "We stopped in time" is only true when everything in flight resolved to something safe; an outstanding *unknown* has to be treated as possibly-bad, the same optimism the ledger warns against, one level up.
**Two innocent actions can be guilty together.** Models emit several tool calls per turn. "Read the secret" passes review. "Post to the web" passes review. The pair is an exfiltration channel — so the gate authorizes the *set*, atomically, with the interactions checked, not each element in isolation.
**Sub-agents are just fancy tools.** An agent that spawns another agent is, from the parent's chair, calling a tool: the spawn is gated, the budget is part of the deal, and the child's whole run comes back as one result carrying the child's ledger. Two laws travel down the tree: budgets subdivide, and **authority only narrows** — a child holds at most a subset of its parent's permissions, and a child's request beyond those grants routes *up*, ultimately to the owner, because a parent inventing an approval it never held is the tricked-judge case wearing a manager's badge. A corollary worth framing: a *fully autonomous* run is one whose owner is unreachable — meaning the only channel that can ever widen anything is closed, and its permissions are frozen at launch. That is not a limitation of the theory. That is what the word "autonomous" costs.
**Keep the originals.** When the transcript outgrows the prompt and you summarize it down, deleting the original is an irreversible act against your own state — and irreversible acts are gate decisions, self-directed or not. Keep originals content-addressed; let the summary be an index, re-derivable, auditable. A summary you can check against its source is a note. A summary that replaced its source is a fait accompli.
## Robots that never clock out — and robots that assign their own work
Everything so far assumed a job that *ends*: you ask, the robot does it, you read the result. Two steps past that are where the interesting failures live, and they're the same idea one level bigger each time.
**The robot that never clocks out (a daemon).** A monitor, a coordinator, a service — it isn't supposed to finish; it's supposed to keep going, wake on events, do a bit of work, go back to waiting. The clean way to think about it: each wake-work-rest cycle is one ordinary run, and the daemon is just those runs chained end to end forever. That reframing is free — but it comes with a bill nobody likes. **Safety that's fine per cycle rots over many cycles.** A 99.99%-safe cycle sounds bulletproof; run it ten thousand times and you're at about a coin-flip of having touched the danger zone at least once. So a long-running robot's safety isn't a fixed wall, it's a slow leak — which means the antidote isn't a better wall, it's *scheduled resets*: the owner re-confirming, credentials rotating, memory getting audited and re-summarized against the originals. Housekeeping isn't housekeeping; it's the thing that keeps the safety math from decaying. And the slow-leak logic is exactly where slow attacks live — a poisoned note dropped into memory on Monday and read back into the plan on Friday is an injection with a long fuse. So the trust label on a piece of information has to survive across cycles, not just within one. One more wrinkle: a daemon drifts in and out of your reach. While you're around, it can escalate to you; while you're not, "escalate to the owner" isn't available — so the one thing it must always be able to do instead is *stop*. A robot that can be tricked into refusing everything, and can't reach you, had better be able to halt rather than be steered.
**The robot that assigns its own work (the loop).** Step back one more time. Above the robot that *does* a task sits a system that decides *which task is next* — scans the backlog, picks one, launches the robot at it, checks the result, remembers, fires again. This is the thing people mean in 2026 when they say they've stopped prompting their agents and started writing *loops* that prompt them: you design the assigner once, and it runs the doer for you while you sleep. The honest observation — and the reason this document bothers with it — is that the assigner is *not a new kind of thing*. It's the same harness, one level up: it has its own memory (the backlog), its own gate (**who let the loop refactor the auth module at 3 a.m.?**), its own verifier, and its own two walls. Every rule from the inner robot recurs on the outer one — including the uncomfortable ones. There's still no proof it stays out of trouble over a long night; there's only a measured progress meter, with the same catch that a *learned* meter can be fooled. And the origin story of the whole trend is the cautionary case in miniature: the famous first version was literally the same prompt in a `while` loop until the tests passed — which is the empty gate, the always-open lock, one level up. It works beautifully right up until the tests weren't checking the thing that mattered. The loop doesn't delete the hard problems. It moves them up a floor, where they're bigger and you're further away.
The pattern, if you want the whole thing in one line: *words, context, robot, loop* are four sizes of the same object, and every promise in this document lives in the whole assembled thing — never in any one layer by itself.
## The two walls
Two limits are structural. You don't fix them with a better harness; you design around them.
**The desk.** The model can hold only so much *in mind at once* — the context window. Files, databases, and search extend what it can *look up*, not what it can hold: every lookup still passes through the same small window to touch actual computation. The shell can page; the model cannot grow its desk. Tasks whose irreducible working set exceeds the desk don't fail loudly — they fail by forgetting the middle (the well-documented "lost in the middle" effect is this wall showing through the paint).
**The dictionary.** The model's knowledge is frozen into its parameters at training time — and the proof problem above is conjectured to live at that same scale: the certificate wouldn't fit anywhere smaller than the brain it certifies. The two walls trade against each other along the training-versus-inference axis — bigger dictionary or bigger desk — directionally, and at no clean exchange rate.
## How this could be wrong
This is a hypothesis, and it says out loud what would kill it. The tests, in plain terms:
- **The replay test.** Rerun with model answers and tool results pinned. Any leftover variation — timestamps, wall-clocks, and cache expiries are the classic leaks — falsifies "the harness adds no randomness" until accounted for.
- **The drop-a-variable test.** Remove something from memory; if behavior statistics shift, the memory wasn't complete. The crash-resume version of the same test: if resuming from saved state breaks, the saved state wasn't the state.
- **Does the meter mean anything?** If no reasonable progress meter's drift predicts real failures — across the natural families, not just one bad candidate — the whole "measure what you can't prove" program is empty.
- **The red-team test.** Swap sampled tool outputs for worst-case ones: injected pages, poisoned metadata, malformed replies. The design must survive the worst permitted world, not the average one.
- **Gates versus begging.** The theory predicts deterministic gating beats prompt-level pleading. If "please be careful" alone matches real gates on security outcomes, the controller-versus-model story is wrong.
- **The compression hunt.** Exhibit a compact, provably sound progress certificate for a frontier-scale model on a nontrivial task family, and the central conjecture falls — constructively.
- **The desk probe.** Take a task family with a *proven* memory floor — so "it needed the whole picture at once" is someone else's theorem, not our excuse — scale it past the window, and watch: the wall predicts a *ceiling*, not a cliff — past the boundary, a success rate that stays capped no matter how many retries you buy. A family solved reliably out there, without new shell tricks for splitting the work, kills the wall.
## Who else landed here
The formal document keeps three honesty tiers. **Borrowed**: real theorems, cited — the drift and stopping-time mathematics is classical, and the very architecture of a deterministic supervisor gating a plant it didn't author is 1987 control theory; the shape is older than the web. **Ours**: the modeling choices and the conjectures — the walls, the incompressibility claim, the design rules — organizing principles, not results. **Corroborated**: pieces of the same object reached independently by people who never saw this framing — capability-security work isolating control flow from untrusted data (CaMeL), reinforcement-learning "shields" filtering a learned policy's actions through a deterministic checker, verification work that states the "learned safeguards can't certify" gap as its opening motivation, and architecture patterns converging on plan-then-execute. Even the field's live disagreement — provable-but-rigid deterministic layers versus flexible-but-uncertifiable learned checks — is, in this frame, not a fight but a placement: you need both, on their proper sides of the irreversibility line, with the learned one permitted only to tighten.
## What to remember
The model proposes; the gate disposes. No is the default, and a refusal must be safe. Only the top of the trust hierarchy widens permissions — a human decision, never the model, a tool result, a summary, or a judge. "Didn't confirm" is not "didn't happen." The desk is finite and the proof doesn't compress, so you measure — and you say *measurement* when you mean measurement. A robot that never stops leaks safety slowly, so it needs scheduled resets — and when it can't reach you, it must be able to stop. A loop that runs robots for you is just a bigger robot with the same rules and a further-away owner. And all of it is a hypothesis wearing its own kill-conditions on its sleeve.
The formal version — the objects, the certificates, the falsifiers, the citations — is [HYPOTHESIS.md](HYPOTHESIS.md). It wins every disagreement with this file, including this sentence.
Self-hosted, local-first orchestration for tool-using AI agents. Give LLMs real tools — shell, files, search, web — and run them across your own cluster with direct HTTP routing and interactive interfaces. Your code, your models, your data stay on hardware you control: no telemetry, no phone-home.
Multi-node AI orchestration platform. Deploy tool-using AI agents across a cluster of servers with direct HTTP routing, interactive interfaces, and enterprise governance.
<p align="center">
<img src="docs/assets/hero.png" alt="Turnstone coordinator — parallel tool batches with judge-graded approval and child workstream tracking" width="960"/>
@@ -15,20 +13,6 @@ Self-hosted, local-first orchestration for tool-using AI agents. Give LLMs real
Named after the [Ruddy Turnstone](https://en.wikipedia.org/wiki/Ruddy_turnstone) (*Arenaria interpres*) — a shorebird that flips stones to discover what's hiding underneath.
<img src="https://media.githubusercontent.com/media/turnstonelabs/turnstone/main/docs/diagrams/harness.png" alt="ℋ : s_{n+1} ~ T(s_n) for n < τ_H — the whole controlled loop: π lowers state to context, M_W proposes a readout, γ authorizes it, Q_E acts on the world, ρ verifies and folds back" width="960"/>
</a>
</p>
```
ℋ : s_{n+1} ~ T(s_n) for n < τ_H
```
[**the primer →**](PRIMER.md) · [**the formalism →**](HYPOTHESIS.md)
### Release Tracks
| Track | Install | Docker | Description |
@@ -42,13 +26,12 @@ See [docs/releasing.md](docs/releasing.md) for the full release process.
Turnstone gives LLMs tools — shell, files, search, web, planning — and orchestrates multi-turn conversations where the model investigates, acts, and reports.
- **Local-first & private** — runs entirely on hardware you control, with no telemetry and no phone-home. Point it at local models (vLLM, llama.cpp) or commercial APIs you hold the keys to — your prompts and data never transit a third party you didn't choose.
- **Bring your own models** — OpenAI-compatible APIs (vLLM, llama.cpp, NIM), the Anthropic Messages API, and Google Gemini, mixed freely per role
- **Interactive sessions** — terminal CLI or browser UI with parallel workstreams
- **Cluster dashboard** — real-time view of every node and workstream, with a rendezvous routing proxy
- **Intent validation** — an LLM judge (your model) grades every tool call with a risk assessment and evidence before it runs
- **Cluster dashboard** — real-time view of all nodes and workstreams with console routing proxy
- **Intent validation** — LLM judge evaluates every tool call with risk assessments and evidence
- [Git LFS](https://git-lfs.com/) for cloning (diagram PNGs)
## Support
Turnstone is free, Apache-2.0, and self-hosted — no paid tier, no telemetry, no upsell. If it saves you time or you'd like to help keep development moving, you can sponsor the project:
**[❤ Sponsor Turnstone →](https://github.com/sponsors/eous)** · one-off via **[PayPal](https://paypal.me/eousphoros)**
Sponsorship is entirely optional and funds maintenance, new features, and infrastructure. Prefer to contribute in other ways? Filing issues, improving docs, and [pull requests](CONTRIBUTING.md) help just as much.
## Community
Questions, ideas, or want to show what you're building? Join us on Discord:
- **omitted or `"auto"`** — console picks the reachable node with the most available capacity (max_ws - ws_total) and proxies the request to it.
- **`"pool"`** — compatibility alias for automatic placement on the reachable node with the most headroom.
- **`"pool"`** — console picks a reachable node with available capacity using round-robin selection.
- **specific node ID** — proxies the request to that node directly.
- `name` — workstream display name. Auto-generated if omitted.
- `model` — model alias from the target node's registry. Uses the node's default model if omitted.
- `judge_model` — optional judge-model alias for this workstream.
- `initial_message` — first message dispatched after the workstream is published.
- `skill` — enabled profile/skill to snapshot onto a fresh workstream.
- `persona` — enabled persona slug; empty uses the interactive default.
- `project_id` — project to attach, subject to the target node's membership gate.
- `resume_ws` — source ID to **fork** atomically into a new workstream. The
source remains unchanged; its checkpoint-bounded history, configuration,
persona, project, and attachment references are copied transactionally.
The endpoint also accepts the same multipart create shape as a node: one
JSON-encoded `meta` field plus up to ten `file` parts. Files require an
`initial_message` in the dashboard launcher. Files cannot be combined with
`resume_ws`; fork first and upload on the new workstream.
Response:
@@ -211,19 +196,7 @@ Response:
}
```
The response is returned only after the target node has durably published the
workstream. Its hidden `creating` reservation has already crossed to `idle`,
and the node emitted `ws_created` before any initial-message state event. The
cluster SSE event may therefore arrive before or after the HTTP response;
clients should reconcile both by the returned `correlation_id`/workstream ID
rather than treating them as two creates.
For safety, the console masks most target-node failures as the opaque `502`
shape `{"error":"Dispatch to node <node_id> failed"}` instead of reflecting
arbitrary node text or retry-triggering 401/429 responses. The coded
`server.require_project` refusal is the exception and remains a `400` with
actionable wording. Consult the target node's logs for the underlying create
correlation when a reachable node returns a masked 502.
The response confirms the workstream creation request was proxied to the target node. A `ws_created` event on the cluster SSE stream confirms the workstream was actually created.
### `GET /v1/api/cluster/events`
@@ -337,8 +310,8 @@ The auth system uses three scopes instead of the earlier read/full role model:
| `approve` | Admin operations: manage users and API tokens |
Scopes are cumulative — a user with `approve` scope can also perform `write` and `read` operations.
@@ -375,106 +348,64 @@ SSE streams (`/v1/api/workstreams/{ws_id}/events`, `/v1/api/events/global`) are
### Authentication
The proxy mints a short-lived (5-minute) JWT per request carrying the real user's `user_id`, `scopes`, and `permissions` with `aud: turnstone-server`. The user's console JWT (`aud: turnstone-console`) cannot be forwarded directly — it would be rejected by the server's audience validation — so the console re-signs a new server-audience JWT from the validated `AuthResult`. This preserves audit attribution (the upstream server sees the real user, not a service identity) and enforces scope narrowing as defense in depth (a read-only console user's proxied request carries only `read` scope). Ordinary users are re-minted with `src="console-proxy"`; coordinator tokens retain `src="coordinator"` plus `coord_ws_id`, and only the validated console service identity with `service` scope retains `src="console"` for trusted owner forwarding. When no user context is available, the proxy falls back to a `ServiceTokenManager` identity `console-proxy` carrying `src="console"` and `{read, write, approve, service}` scopes. The static `--auth-token` / `proxy_auth_token` is used as a final fallback.
The proxy mints a short-lived (5-minute) JWT per request carrying the real user's `user_id`, `scopes`, and `permissions` with `aud: turnstone-server`. The user's console JWT (`aud: turnstone-console`) cannot be forwarded directly — it would be rejected by the server's audience validation — so the console re-signs a new server-audience JWT from the validated `AuthResult`. This preserves audit attribution (the upstream server sees the real user, not a service identity) and enforces scope narrowing as defense in depth (a read-only console user's proxied request carries only `read` scope). The JWT `src` claim is set to `"console-proxy"` for audit traceability. When no user context is available (auth disabled), the proxy falls back to a `ServiceTokenManager` with service identity `console-proxy`. The static `--auth-token` / `proxy_auth_token` is used as a final fallback.
---
## Browser Dashboard
The console uses an L-shaped application shell: a collapsible navigation rail,
a tab bar, and a pane host. On mobile the rail becomes an off-canvas drawer.
The rail is fed by the cluster SSE snapshot and shows:
The web UI has five views, toggled client-side:
- state/count filters and the live compute-node list, including version drift;
- active coordinator and interactive workstreams, nested under their
coordinator parent and grouped by project when project metadata is visible;
- permission-filtered Manage groups that open the singleton Admin pane.
### 1. Cluster Overview (landing)
Coordinator and interactive conversations open as tabs inside the same shell.
Interactive panes use the owning node's console proxy, so users do not need
direct network access to compute-node ports. Split-right and split-down actions
can display several panes at once. Closing a pane removes only that tab; use the
pane menu's explicit close or delete action to change the workstream lifecycle.
- **State cards** — 5 clickable cards (running, thinking, attention, idle, error) with count and colored top border. Clicking filters to that state.
- **Aggregate bar** — total tokens and tool calls across the cluster.
- **Node table** — columns: NODE, WS, RUN, ATTN, TOKENS, VER, LOAD. Sorted by activity. Clickable rows drill down to node detail. Version column shows per-node version; hidden on mobile.
- **Version drift indicator** — when nodes report different versions, the status bar shows a yellow "DRIFT" warning with a tooltip listing all versions. Node groups show "mixed" with a yellow badge when their members disagree.
- **"+ new" button** — opens the workstream creation modal (see below).
### Dashboard pane
### 2. Node Drill-down
The home view is coordinator-first. It contains the persistent workstream
launcher plus the saved-sessions list. Selecting a state count opens the
filtered workstream table inside the same Dashboard pane; selecting a compute
workstream rows, and tab state glyphs synchronized.
Breadcrumb: `Cluster > db-west-04`. Shows the node's workstreams in a table matching the per-node dashboard layout (STATE, NAME, MODEL, NODE, TASK, TOKENS, CTX) with activity sub-lines. Includes a link to the node's proxied server UI.
### Workstream launcher
**Proxy deep-linking:** Clicking a workstream row opens the node's server UI in a new tab via the proxy at `/node/{node_id}/?ws_id=<id>`, which auto-selects that workstream. Users do not need direct network access to the server node.
The landing-page composer starts a workstream with an optional initial task and
attachments. When the caller can create both kinds, a Coordinator / Interactive
toggle selects the target kind. Its options include:
### 3. Filtered Workstreams
- **Node placement** — "Least loaded" picks the reachable node with the most
headroom, or "Specific node" pins the create to a node from the live list.
- **Persona** — optional dropdown listing the enabled personas for the workstream kind. Sets the system-message composition and capability envelope at creation, snapshotted server-side; empty uses the kind's default. Picking one requires no `persona.*` permission.
- **Skill** — optional dropdown listing enabled skills. Applies the skill's model, auto-approve policy, token budget, and other behavioral settings at creation time.
- **Project** — optional project filing. Private projects require owner/member access. A coordinator child inherits its parent's project unless explicitly routed to another attachable project.
Breadcrumb: `Cluster > Running` or `Cluster > db-west-04`. Server-side paginated workstream table. NODE column values are clickable to filter further. Pagination controls at bottom. Workstream rows use proxy deep-links.
### 4. Workstream Creation Modal
Triggered by the "+ new" header button. A modal dialog with:
- **Node selector** — dropdown with three targeting modes: "Auto (best available)" picks the node with the most headroom, "General pool (any node)" picks a node with available capacity using round-robin, or a specific node from the list (showing capacity).
- **Profile** — optional dropdown listing enabled skills. Applies the skill's model, auto-approve policy, token budget, and other behavioral settings at creation time.
- **Name** — optional text input. Auto-generated if left empty.
- **Model** — optional selector populated from the target model registry.
- **Judge Model** — optional selector for the judge alias (overrides the default
judge model for this workstream).
- **Model** — optional text input for a model alias from the target node's registry.
- **Judge Model** — optional text input for the judge model alias (overrides the default judge model for this workstream).
Submitting uses `POST /v1/api/cluster/workstreams/new`; coordinator launches use
the console's coordinator create surface. A toast confirms the committed
create, while SSE updates the dashboard and opens the resulting pane.
Keyboard shortcuts: Ctrl+Shift+R (refresh title), Ctrl+Shift+E (edit title), Ctrl+Shift+F (fork), Ctrl+Shift+X (delete). Press ? for full shortcut help.
Files require a non-empty initial task so the first turn consumes the staged
attachments. The console shell does not currently expose a fork action; use the
node's standalone workstream UI or the create API's `resume_ws` field.
On submit, `POST /v1/api/cluster/workstreams/new` dispatches the creation request. A toast confirms success; the SSE stream delivers the `ws_created` event to update the dashboard.
### Large pasted text
All five views receive live updates via SSE — state cards update counts, node rows update metrics, workstream rows update state indicators.
Browser composers turn plain text longer than 2,000 Unicode code points into a
`text/plain` attachment named `pasted-text.txt`. A paste exactly at the
threshold stays inline. This applies to the interactive and coordinator send
boxes, the console home launcher, and the node dashboard and new-workstream
composers.
The browser maintains a local `clusterState` object that mirrors the cluster snapshot. It is initialized from the SSE `snapshot` event on connect (or via `GET /v1/api/cluster/snapshot` on initial page load) and updated incrementally by SSE events. View navigation reads from local state — no API round-trips needed after the initial snapshot.
Clipboard files take priority over clipboard text. Text larger than the 512 KiB
attachment ceiling also stays inline, so the browser does not discard it before
a rejected upload. Attachments require a companion message and cannot be sent
as live-turn interjections; a busy composer preserves its message and chips for
an idle retry.
### Saved and filtered sessions
Saved coordinator and interactive sessions share one list with kind and persona
labels, filtering, pagination, and multi-select deletion. Opening a saved
coordinator rehydrates it in the console; opening a saved interactive session
resolves its node, calls `open`, and then connects the node-proxied pane.
The filtered live table carries STATE, NAME, MODEL, NODE, TASK, TOKENS, and CTX
columns. The browser maintains a local `clusterState` initialized from the
cluster snapshot and updated incrementally by SSE; the filtered view normally
renders from that state without another API round trip.
### Admin pane
### 5. Admin Panel
Accessed via the "admin" button in the header (visible when authenticated
with `approve` scope). Provides user, API token, channel link, MCP server,
and skill management with tabs that include Users, API Tokens, Channels,
Audit, Memories, Models, Nodes, Settings, TLS). See also
[Governance](governance.md) for the Roles, Policies, Skills, Usage, and
Audit tabs, and [Settings](settings.md) for the database-backed
configuration editor.
The **Channels** tab links users to either a Discord or Slack account
via a per-row channel-type selector. The **Models** tab is a CRUD
editor for `model_definitions`, including static and dynamic backend-auth
modes and a per-process **Max concurrent generations** limit for each alias
(`0` means unlimited). The limit is shared by every model-backed role using
that alias and a streaming generation holds its slot through the full decode.
Model edits rebind existing workstreams at their next send while
in-flight requests keep their original definition snapshot; see
[Settings](settings.md#model-definition-reloads) for the full contract. The **Nodes** tab edits per-node
via a per-row channel-type selector. The **Models** tab is a CRUD
editor for `model_definitions`, the **Nodes** tab edits per-node
metadata, and the **TLS** tab manages CA and leaf certificates for the
internal mTLS fabric. The **Settings** tab edits ConfigStore values
live; edits apply without restart.
@@ -572,7 +503,7 @@ Run history is automatically pruned (runs older than 90 days) approximately once
| Mode | Behavior |
|------|----------|
| `auto` | Picks the reachable node with the most available capacity |
| `pool` | Compatibility alias for the reachable node with the most headroom |
| `pool` | Picks a reachable node with available capacity using round-robin |
| `all` | Fan-out to all reachable nodes (capped at `max_fan_out`, default 20) |
| `<node_id>` | Targets a specific node by ID |
@@ -732,7 +663,4 @@ turnstone-server --port 8080
turnstone-console --port 8090
```
Open `http://localhost:8090` for the cluster dashboard. Create workstreams from
the persistent Dashboard launcher. Selecting a workstream opens a coordinator
or node-proxied interactive pane in the console shell — no direct access to
server ports is required.
Open `http://localhost:8090` for the cluster dashboard. Create workstreams via the "+ new" button. Click any workstream to open the proxied server UI — no direct access to server ports required.
| `approve_request` | One approval cycle needs operator action; several cycles may coexist |`cycle_id`,`items: [{call_id, header, preview, func_name, approval_label, needs_approval}]` |
| `approval_resolved` | One identified approval cycle was answered |`cycle_id`, `call_ids`,`approved`, `feedback`, `always` |
| `approve_request` | One or more tool calls need operator approval | `items: [{call_id, header, preview, func_name, approval_label, needs_approval}]` |
| `state_change` | Worker-thread state transition (also re-emitted with the current state on every fresh subscribe so refresh-mid-stream restores composer mode) | `state` ∈ `running`, `thinking`, `attention`, `idle`, `error` |
| `in_progress_snapshot` | One-shot replay of the in-progress turn's content + reasoning when this client connects mid-stream | `content`, `reasoning` |
| `tasks` | plan | Orchestrator-only scratchpad. Children don't see it. |
Explicitly **not** in the coordinator set:
@@ -86,8 +72,8 @@ Explicitly **not** in the coordinator set:
- `bash` / `edit_file` / `write_file` / `append_file` / `diff_file` — no local FS.
- `read_file` / `search` — no local FS reads.
- `web_fetch` / `web_search` — no direct web access.
- `task_agent` — sub-agent tool is zeroed on coord sessions.
- `recall` / `watch` / `read_resource` / `use_prompt`— UX / persistence tools that belong to interactive sessions. The dual-kind `memory` / `skills` / `notify` tools are available on both kinds (see the table above).
- `task_agent` / `plan_agent` — sub-agent tools are zeroed on coord sessions.
- `memory` / `recall` / `notify` / `watch` / `read_resource` / `use_prompt`/ `skill` — the orchestrator's "memory" is its children's outputs; these UX / persistence tools belong to interactive sessions.
If your skill needs a coordinator to "run a command" or "read a
file", write the delegate pattern instead: spawn a child with an
@@ -96,20 +82,20 @@ for the output. The coordinator stays the orchestrator.
---
## Framing differences
## Persona differences
Interactive skills compose on top of `base_interactive.md` — a
"maker" framing: get the work done, use the tools, edit the code,
"maker" persona: get the work done, use the tools, edit the code,
**Default** (no flag) — starts `server` and `console`. Requires an OpenAI-compatible LLM API running on the host (default: `http://localhost:8000/v1`).
The dashboard is at **https://localhost:8443** (Caddy, same as the dev stack);
the console's HTTP port isn't published. For a real domain and a publicly
trusted cert, edit `turnstone/deploy/Caddyfile` to point Caddy at Let's Encrypt
(see [tls.md](tls.md)). Pin the image with `TURNSTONE_IMAGE_TAG` (default:
`latest`).
### mTLS
Layer the TLS overlay on the production stack to enable mutual TLS between
services. A bootstrap container creates a CA and every service auto-provisions
certs via the console's ACME endpoint:
```bash
docker compose -f turnstone/deploy/compose.yaml -f deploy/docker-compose.tls.yml up
```
The overlay publishes the console's plain-HTTP bootstrap/API port on
`TURNSTONE_CONSOLE_HTTP_BIND` (default `127.0.0.1`). For a cross-host node, set
that to a trusted LAN/VPN address, set `TURNSTONE_ACME_EXTERNAL_URL` to the same
address plus `/acme`, and firewall the port to enrolling nodes.
See [tls.md](tls.md) for details.
## Configuration
Everything is configured with environment variables in `.env` (copy from
[`.env.example`](../.env.example)). The dev stack needs none of them — they're
overrides.
All configuration is via environment variables in `.env` (copy from`.env.example`):
### LLM backend
### LLM Backend
| Variable | Default | Description |
|----------|---------|-------------|
| `LLM_BASE_URL` | `http://host.docker.internal:8000/v1` | Bootstrap OpenAI-compatible API URL (real backends go in the UI) |
| `LLM_BASE_URL` | `http://host.docker.internal:8000/v1` | OpenAI-compatible API URL |
| `OPENAI_API_KEY` | `dummy` | API key (`dummy` for local servers) |
| `TURNSTONE_SEARXNG_URL` | `http://searxng:8080` | SearxNG URL for the `web_search` tool (local/vLLM models only; Anthropic/OpenAI use native search). Defaults to the bundled `searxng` service; set to an external instance's URL. To turn web search off, clear `tools.searxng_url` in the admin Settings tab. |
| `SEARXNG_IMAGE_TAG` | `latest` | Tag for the bundled `searxng/searxng` image |
| `MODEL` | — | Override the default model alias |
| `TAVILY_API_KEY` | — | Web search API key (only needed for local/vLLM models; Anthropic and OpenAI search models use native search) |
### Auth & database
| Variable | Default (dev / prod) | Description |
|----------|----------------------|-------------|
| `TURNSTONE_JWT_SECRET` | insecure default / **required** | JWT signing secret. Every service must share one value. |
Both stacks publish Caddy (dashboard) and PostgreSQL; the dev stack additionally
publishes the console's ACME endpoint and SearxNG on localhost so a bare-metal
node can enroll its cert and run `web_search`. Everything else is reached through
Caddy or proxied by the console:
### Server
| Variable | Default | Description |
|----------|---------|-------------|
| `CONSOLE_HTTPS_PORT` | `8443` | Host port for Caddy (dashboard HTTPS) |
| `SEARXNG_HTTPS_PORT` | `8444` | Host port for the SearxNG UI via Caddy (dev: localhost-only; prod: opt-in) |
| `POSTGRES_PORT` | `5432` | Host port for PostgreSQL (for bare-metal joins) |
| `SEARXNG_API_PORT` | `8081` | Host port for the SearxNG API a bare-metal node's `web_search` dials (dev stack) |
| `TURNSTONE_HOST_IP` | `127.0.0.1` | Interface PostgreSQL, the console ACME endpoint, and SearxNG bind on (dev stack). Set to this host's LAN IP so a bare-metal node on **another machine** can reach them — set a strong `POSTGRES_PASSWORD` first (it also exposes the DB and the unauthenticated SearxNG to your network). |
| `TURNSTONE_CONSOLE_HTTP_BIND` | `127.0.0.1` | Production TLS-overlay interface for the console's plain-HTTP bootstrap/API listener. Use only a trusted LAN/VPN address and firewall it to enrolling nodes. |
| `TURNSTONE_ACME_EXTERNAL_URL` | request-derived | Canonical externally reachable ACME responder base, including the final `/acme` mount (for example `http://192.0.2.1:8090/acme`). Set it on the console and clients for cross-host mTLS: the console advertises it, while clients pin it as an allowed enrollment-JWT destination. A reverse-proxy prefix is supported only when the proxy maps it to Turnstone's internal `/acme` mount. |
| `POSTGRES_BIND` | `127.0.0.1` | Production stack (`turnstone/deploy/compose.yaml`) only: interface PostgreSQL binds on; set to the host's LAN IP for remote joins. |
| `SERVER_PORT` | `8080` | Host port mapping |
| `SKIP_PERMISSIONS` | — | Set to any value to auto-approve all tools |
mounted read-only — enables the JSON API and leaves the rate limiter off (the
limiter would need a separate Valkey/Redis instance). A `searxng-cache` volume
persists its favicon + internal cache across restarts. Commercial providers
(Anthropic, OpenAI) use their own native search and never touch this service.
Point at an existing SearxNG instead of the bundled one with `TURNSTONE_SEARXNG_URL`,
or narrow the engines via `tools.searxng_engines` in the admin Settings tab (e.g.
`duckduckgo,wikipedia`).
**SearxNG web UI.** Caddy can also serve SearxNG's own search/Preferences UI on a
dedicated port. The dev stack publishes it at **`https://localhost:8444`** bound to
localhost only; the production stack does **not** publish it by default (uncomment
the `8444` port on the `caddy` service to opt in). Change the port with
`SEARXNG_HTTPS_PORT`. **SearxNG has no authentication** — never bind this to a public
interface, or anyone who can reach it can search through your instance.
> **AGPL note for operators.** SearxNG is licensed AGPL-3.0. Kept on the internal
> network (or bound to localhost), no external user interacts with it — so the AGPL
> §13 (remote network interaction) source-offer obligation does not attach. If you
> publish SearxNG to remote users (bind its port to a public interface, or front it
> with your own reverse proxy) you become the operator of a network-reachable AGPL
> service and must offer its corresponding source; that is trivially satisfied by
> linking to upstream <https://github.com/searxng/searxng>. Turnstone's own license is
> unaffected: it talks to SearxNG over HTTP as a separate process (mere aggregation),
> not by linking.
### Other
Auth is always enabled. `TURNSTONE_JWT_SECRET` is required.
| Variable | Default | Description |
|----------|---------|-------------|
| `WORKSPACE_MOUNT` | empty volume | Host directory bind-mounted at `/workspace` for the model to read/write |
| `TURNSTONE_WORKSPACE` | `/workspace` (image env) | Directory named as the user's workspace in the model's tool descriptions; informational only — see [Working directory](#working-directory) |
| `SKIP_PERMISSIONS` | — | Set to any value to auto-approve all tool calls (dev only) |
| `MCP_CONFIG` | — | Path to an MCP server config file |
| `TURNSTONE_IMAGE_TAG` | `latest` | ghcr.io image tag — production stack |
| `TURNSTONE_DB_URL` | — | Database URL (e.g. `postgresql+psycopg://user:pass@postgres:5432/turnstone`). For SQLite, defaults to `/data/.turnstone.db` |
| `TURNSTONE_DB_POOL_SIZE` | `2` | PostgreSQL connection pool size per process (default: 2 base + 3 overflow = 5 max) |
| `POSTGRES_USER` | `turnstone` | PostgreSQL container username (used in default `TURNSTONE_DB_URL` for cluster/channel) |
| `POSTGRES_PASSWORD` | — | PostgreSQL container password (required for production and cluster profiles) |
The database stores workstream history, user accounts, and API tokens. When using JWT auth, a database backend is required for user storage.
> **Upgrading from <1.3.0a4:** Earlier versions used `DB_BACKEND` and `DATABASE_URL` in `.env`, which `compose.yaml` mapped to the `TURNSTONE_`-prefixed names internally. These short aliases have been removed. Rename `DB_BACKEND` → `TURNSTONE_DB_BACKEND` and `DATABASE_URL` → `TURNSTONE_DB_URL` in your `.env` file.
> **Large clusters:** Each turnstone process maintains a small connection pool (5 max). At hundreds of nodes this adds up — use [PgBouncer](pgbouncer.md) in transaction pooling mode between turnstone and PostgreSQL.
> **First-time setup:** After deploying with auth enabled, create an initial admin user by running `turnstone-admin create-user` inside the container:
> You will be prompted to set a password. Use it to log in via the UI or SDK, then create additional users through the admin API. Pass `--token --scopes read,write,approve` to also generate an initial API token.
| `TURNSTONE_SLACK_SLASH_COMMAND` | `/turnstone` | Slash command registered in the Slack app |
The channel service runs in the `production` profile. When
`TURNSTONE_DISCORD_TOKEN` or the Slack pair is set the gateway starts the
corresponding adapter; both can run in one process. See
[Channel Integrations](channels.md) for platform app setup and user
account linking.
## Scaling
For multi-node testing, use the `cluster` profile which provides 10 server instances with unique node IDs (`node-1` through `node-10`), resource limits, and shared PostgreSQL:
```bash
docker compose build # build the dev image
docker compose build --no-cache # rebuild from scratch
POSTGRES_PASSWORD=secret docker compose --profile cluster up
```
The default `server` also runs alongside the cluster nodes (11 total). All nodes are accessible via the console dashboard at `:8090`.
For production clusters beyond ~50 nodes, add PgBouncer between turnstone services and PostgreSQL. See [PgBouncer Connection Pooling](pgbouncer.md) for Docker Compose and Helm configuration.
## Volumes
| Volume | Purpose |
|--------|---------|
| `postgres-data` | PostgreSQL data directory |
| `turnstone-data` | `/data` per node (SQLite fallback, local state) |
| `workspace` | `/workspace` (unless `WORKSPACE_MOUNT` is set) |
| `caddy-data` / `caddy-config` | Caddy's local CA and config (dev stack) |
# MCP OAuth — per-user authorization for MCP servers
Turnstone supports **per-(user, MCP server) OAuth 2.1 + PKCE** delegation so each Turnstone user authorizes a remote MCP server with their own identity, rather than sharing a single bearer token across the deployment. This is the right shape for MCP servers that expose user-specific data (a personal CRM, an email inbox, a calendar) and for MCP servers that want per-user audit attribution.
Per-user OAuth is opt-in per `mcp_servers` row. Local-auth Turnstone installs with no `oauth_user` rows exercise zero new code paths — the entire feature is dark by default.
> **Note**: This is a separate authorization layer from Turnstone's own user authentication. A user who logs into Turnstone with a local username + password can still authorize a per-server OAuth MCP server. OIDC SSO and per-server OAuth are orthogonal.
---
## When to use which `auth_type`
The MCP server admin form exposes three authorization modes ("Multitenant Authorization"):
| `auth_type` | What it means | When to use |
|---|---|---|
| `none` | No headers attached. Open MCP server (or one gated by network policy only). | Internal MCP servers on a trusted network. |
| `static` | One static bearer token, configured per server, sent on every request from every user. | Service-to-service MCP servers where per-user attribution doesn't matter, or single-tenant deployments. |
| `oauth_user`*(recommended for user-data servers)* | Each user authorizes separately via OAuth 2.1 + PKCE; Turnstone stores per-user tokens encrypted at rest. | MCP servers that expose user-specific data or that want per-user audit attribution. |
| `oauth_obo`*(sign-in passthrough)* | Each user's Turnstone **org sign-in** (OIDC) mints a per-server access token on demand — no separate per-server consent. One captured credential per user covers every `oauth_obo` server. | Enterprise deployments where the identity provider governs access (Entra, Keycloak) and you want zero per-user connect clicks. See the dedicated section below. |
Switching `auth_type` away from `oauth_user` / `oauth_obo`**deletes** that server's per-user rows (consents / minted cache) — see the transition table below. Switching back later starts clean: users re-consent (or re-mint) on next use. The admin **bulk-revoke** / **flush cache** affordance clears rows without an auth-type change.
---
## Prerequisites for `auth_type=oauth_user`
1. **Encryption key**. Tokens are stored encrypted with Fernet. Set `[security] mcp_token_encryption_key` in `config.toml` (Turnstone won't start with an `oauth_user` row configured but no key installed). Rotate via `MultiFernet` — add the new key first, then later remove the old one once all rows have been re-encrypted.
2. **MCP server publishes RFC 9728 PRM and RFC 8414 AS metadata***or* you configure the AS URL override on the server row. PKCE S256 is mandatory; Turnstone refuses to connect to authorization servers that don't advertise `code_challenge_methods_supported: ["S256"]`.
3. **OAuth client registration**. Two paths:
- **Pre-registered** (most common): you create an OAuth client at the authorization server (manually, via admin console, or via Terraform), then paste the `client_id` / `client_secret` into the Turnstone admin form.
- **Dynamic client registration** (RFC 7591): if the AS supports it and you select that mode in the admin form, Turnstone registers a client at first use and persists the `client_id` automatically.
4. **Redirect URI** registered at the authorization server: `https://your-turnstone-host/v1/api/mcp/oauth/callback`.
---
## Configuration
### Per-server fields (admin UI)
| Field | Required | Description |
|---|---|---|
| Server URL | Yes | The MCP server's `streamable-http` base URL. |
| Authorization Server URL | No | Override for RFC 9728 PRM discovery. Set when your AS endpoint differs from the MCP server URL (e.g., corporate AS protecting a third-party MCP). When unset, Turnstone falls back to PRM discovery against the MCP server itself. |
| Client Secret | Optional (write-only) | OAuth 2.0 client secret (confidential client). Encrypted at rest. Written but never re-read by the API; field stays masked. |
| Scopes | No | Space-separated default scope set requested at the authorize endpoint. Per-tool step-up may union additional scopes from a server's `insufficient_scope` response. |
| Audience | No | RFC 8707 `resource=` parameter sent on every authorize and token request. Defaults to the MCP server URL when unset. Validate against the `aud` claim in returned JWT tokens. |
### Encryption key
```toml
[security]
mcp_token_encryption_key = "base64-fernet-key"
# For rotation, list the keys in priority order — first is used for new
Keep this in `config.toml` rather than environment variables. An in-process LLM with shell-tool access can read the server's environment via `env` / `os.environ` and exfiltrate any secret stored there; secrets in `config.toml` are only loaded into the server at startup and never re-read on a tool-driven path, so a prompt-injection attack against the agent cannot reach them.
Where `oauth_user` makes each user complete a **separate** browser consent per MCP server, `oauth_obo` reuses the user's Turnstone **org sign-in** (OIDC). Turnstone captures one refresh credential per user at login and, on each tool call, mints a short-lived access token scoped to that server's audience. There is no per-server connect step, and one credential covers every `oauth_obo` server. This is the right shape when your identity provider already governs who may reach each backend (an Entra tenant with Entra-protected MCP servers; a Keycloak realm with token exchange).
Access is governed **downstream** by the IdP: a user can only mint a token for a server their delegated permissions allow. Removing that grant at the IdP cuts the user off regardless of their Turnstone state.
### Deployment configuration (`[oidc]` in `config.toml`)
`oauth_obo` requires OIDC SSO to be configured (it is the credential source), plus:
```toml
[oidc]
# ... your existing issuer / client_id / client_secret ...
capture_user_credential = true # persist the IdP refresh token at login
obo_grant_profile = "entra" # "entra" | "rfc8693" — how tokens are minted
```
- **`capture_user_credential`** (default `false`): when enabled, Turnstone appends `offline_access` to the login scopes and stores the returned refresh token, encrypted with the same `[security] mcp_token_encryption_key` as `oauth_user` tokens. **The encryption key is required** — Turnstone refuses to start with an `oauth_obo` row (or capture enabled) and no key.
- **`obo_grant_profile`** picks the mint mechanism (the IdP determines which one is valid; this is deployment-wide, not per-server):
- **`entra`** — redeems the user's refresh token directly for a token scoped to `<audience>/.default`. `oauth_scopes` on the server row is **not used** (the admin form rejects it under this profile).
- **`rfc8693`** — a refresh grant for a subject token, then an RFC 8693 token exchange for the server audience. Per-server `oauth_scopes`**are** sent on the exchange (some IdPs require the audience scope explicitly).
### Adding an `oauth_obo` server
In the admin MCP form, choose **Sign-in passthrough** and set **Audience** (required — the downstream resource the token is minted for, e.g. `api://<app-id>` on Entra or the client id on Keycloak). The client-id / secret / registration fields do not apply and are hidden.
`oauth_obo` servers are accepted only when **OIDC sign-in is configured and enabled** and `[oidc] obo_grant_profile` is a valid profile — the write is rejected otherwise, since a row that can never mint would surface to users as a permanent "please retry" that never heals.
### Identity-provider setup
**Entra (`obo_grant_profile = "entra"`):**
1. Turnstone's app registration must hold **delegated permissions** to each MCP server's exposed API, with **admin consent granted** (or the MCP app listed in Turnstone's `preAuthorizedApplications`).
2. Set the server row's Audience to the MCP app's Application ID URI (`api://<guid>`).
3. **Gotcha (verified):** admin-consent issued *immediately* after creating the app/service principal can silently skip a not-yet-propagated resource — the only symptom is `AADSTS65001` at mint time. Verify the delegated grant landed (`az ad app permission list-grants` / the portal's *API permissions* blade shows *Granted*), or grant it explicitly per resource. A missing grant surfaces in Turnstone as a re-login prompt on the affected server (same rail as a revoked credential), and the `mcp_server.oauth.obo_mint_rejected` log line carries the raw `AADSTS…` text.
1. Enable **standard token exchange** on Turnstone's client.
2. Grant the audience: add an audience client scope for each MCP client and attach it to Turnstone's client (optional scopes must be requested — set the server row's Scopes to that scope, or the exchange returns *"Requested audience not available"*).
3. Set the server row's Audience to the downstream client id.
### Revocation & custody
The captured credential is a single per-user secret that can mint for every `oauth_obo` server, so treat it like any long-lived credential:
- **Cut off one user:** unlink their OIDC identity in the admin console (**Users → OIDC identities → delete**). This revokes the captured credential **and** purges their minted cache rows, so future mints fail and cached tokens are dropped. (Warmed in-memory sessions on server nodes self-expire at the access-token TTL; there is no cross-node per-user session-kill.) Removing the user's access at the IdP is the authoritative cut-off.
- The same unlink also purges that user's synthetic `__model_obo__:` gateway-token rows and requests eviction from every registered host's in-process mint memo. Shared `entra_app` model tokens live under the `__app__` pseudo-user and are intentionally not user-deprovisioned; revoking the app credential prevents new mints, while a cached app bearer lasts until `expires_at`.
- **Flush a server's minted tokens** (e.g. after narrowing its audience): the server row's **flush cache** action drops all users' cached tokens for that server. This is **not** a revocation — users re-mint on next use from their still-valid sign-in. It is surfaced honestly (audit `mcp_server.oauth.obo_cache_flushed`, response `effect: cache_flush_remints`) so it is never mistaken for cutting access.
- Per-server revocation in the `oauth_user` sense does not exist for `oauth_obo` — the credential is issuer-scoped and IdP-governed. Revoke at the IdP.
> **Interim for Entra without OBO:** if you don't want host-side minting, admin consent + `preAuthorizedApplications` on each MCP app registration removes the second consent prompt for the plain `oauth_user` flow too (a tenant-config change, no Turnstone code). Tracked in issue #682. It does not remove the per-server connect clicks or per-(user, server) token custody — that is what `oauth_obo` is for.
---
## Lifecycle
1. **First tool call** for a user against an `oauth_user` MCP server: pool dispatch finds no stored token, returns `mcp_consent_required` to the agent. Dashboard renders an inline "Connect" action card.
2. **User clicks Connect**: opens `/v1/api/mcp/oauth/start?server=<name>` in a popup. Browser redirects through the AS authorize endpoint, user grants consent, AS redirects back to `/v1/api/mcp/oauth/callback`. Turnstone exchanges code → tokens via PKCE, validates audience, encrypts, persists in `mcp_user_tokens`, redirects user back to the originating URL.
3. **Subsequent tool calls** by the same user against the same server reuse the persisted token via the per-(user, server) session pool. Tokens auto-refresh via the refresh-token grant when expired; failed refresh emits `mcp_consent_required` to drive re-consent.
4. **Step-up scope**: when a tool call hits `403` with `WWW-Authenticate: error="insufficient_scope"`, Turnstone emits `mcp_insufficient_scope` with the parsed scope set; the dashboard offers a "Connect with additional scopes" affordance that opens `/v1/api/mcp/oauth/start?server=<name>&scopes=<extra>` so the union of original + new scopes flows into the AS authorize request.
5. **User revoke** (settings modal): `DELETE /v1/api/mcp/oauth/connections/{server_name}` runs the authoritative local delete + best-effort RFC 7009 upstream revoke (fire-and-forget, capped at 256 concurrent in-flight tasks). `oauth_obo` servers and synthetic model-auth rows are excluded: their rows are mint caches, not consents — deleting one only forces a re-mint — so the connections list hides them and the endpoint refuses them with `409` (revocation for sign-in passthrough happens at the identity layer: unlink the identity or revoke at the IdP).
6. **Admin bulk-revoke** (Phase 9): `POST /v1/api/admin/mcp-servers/{name}/bulk-revoke` drops every user's token for the server. Upstream RFC 7009 revoke is intentionally **not** attempted in bulk (avoids N upstream HTTP calls per admin click); tokens at the AS expire naturally. Use the per-user revoke endpoint if you need guaranteed upstream invalidation.
---
## Admin status indicators
The MCP Servers admin tab shows per-server status pills (Phase 9):
- **Consented users count** — distinct users with a non-expired token for this server. Surfaced as a `bulk-revoke (N)` button when ≥1; clicking it opens a confirmation dialog. Hidden when 0.
- **Last refresh** — timestamp + outcome (`ok` / `error:ClassName`) of the most recent manual or auto-reconnect refresh. Per node. Absent until at least one refresh has occurred (renders as "never" in the admin UI).
Additional indicators (circuit-breaker state, encryption-key mismatch) are exposed via `get_server_status` on the API but do not yet have a dedicated admin pill — operators see them today via the per-server status text + error tooltip and in audit logs. A future phase may surface these as discrete pills.
---
## Auth-type transitions
| From | To | What happens |
|---|---|---|
| `none` / `static` → `oauth_user` | — | New code path activates for this server. Existing static headers (if any) are no longer sent. Users must authorize on first use. |
| `oauth_user` → `none` / `static` | — | Existing `mcp_user_tokens` rows are **deleted**: the tokens are bound to the auth model + URL active at consent time, and rows left behind could silently rebind if a row with the old name/URL reappears. Switching back to `oauth_user` later starts clean — users re-consent on next use. This is **not reversible**; the AS-side grants are untouched (revoke upstream via the AS if needed). |
| OAuth `client_id` or `client_secret` rotated | — | Existing tokens may stop refreshing if the AS treats them as bound to the previous client. Bulk-revoke after rotation. |
| `oauth_user` ↔ `oauth_obo` | — | The per-user rows are **deleted** on the flip (they mean different things: per-server AS refresh tokens vs. minted cache). `oauth_audience` and `oauth_scopes` mean different things in each model (a resource indicator vs. an IdP app identifier; AS-consent scopes vs. an rfc8693 exchange scope), so on a flip they **never carry** — each is taken from the request for the target model or set NULL. The admin console clears these fields when you change the auth type, so re-enter the correct values for the new mode; via the API, supply them explicitly (a flip into `oauth_obo` with no `oauth_audience` is rejected, and a non-empty `oauth_scopes` under the `entra` profile is rejected since that leg pins `<audience>/.default`). |
| `oauth_obo`**audience**, **URL**, or **`oauth_scopes`** changed | — | Minted cache rows are **deleted** (tokens are bound to the audience/URL/scopes at mint time), forcing a fresh mint — so an audience or scope narrowing takes effect immediately, not at token expiry. |
Every transition that changes what a stored row *means* deletes the rows outright — a stale consent or minted token must never be served under new semantics. There is no orphan-and-reactivate path.
---
## Troubleshooting
| Symptom | Likely cause | Action |
|---|---|---|
| `mcp_consent_required` even after consenting | Token persistence failed, or refresh-token rejected by AS | Check audit log for `mcp_server.oauth.persist_failed` or `mcp_server.oauth.token_revoked`. Re-consent via settings modal. |
| `mcp_token_undecryptable_key_unknown` | Encryption key rotated without keeping the previous key in the keyring | Add the previous key back to `mcp_token_encryption_keys` until all rows have been re-encrypted, then drop. |
| `mcp_oauth_url_insecure` | MCP server URL is `http://` (not `https://`) on a non-loopback host | Use `https://`. Per-user bearers must not transit cleartext. |
| Tools fail in scheduled / Discord / Slack runs | OAuth-MCP requires browser-based consent | Users must pre-consent via the web UI. Phase 9 dashboard badge surfaces deferred consents from these runs on next login. |
| Circuit breaker open repeatedly | Transport-level errors on the MCP server (DNS, TLS, 5xx) | Check the per-server error pill; auth errors do not trip the breaker. |
| **`oauth_obo`**: every tool call fails, log shows `obo_misconfigured` | Server row has no Audience, or `obo_grant_profile` is unset/unknown | Set the Audience on the server row; set `[oidc] obo_grant_profile` to `entra` or `rfc8693`. |
| **`oauth_obo`**: `obo_mint_rejected` with `AADSTS65001` | Turnstone's app lacks the (admin-consented) delegated grant to this MCP app — often admin consent that didn't propagate | Grant + admin-consent the delegated permission for this resource; verify it shows *Granted*. See the Entra gotcha above. |
| **`oauth_obo`**: "Sign in to Turnstone again" on one server | Captured credential missing/rejected, or a Conditional Access challenge | User re-logs into Turnstone (re-captures the credential). If it persists, check the IdP grant / CA policy. |
| **`oauth_obo`**: tools don't appear at all for a user | User has not signed in since `capture_user_credential` was enabled (no credential captured) | User logs out and back in via OIDC so the refresh credential is captured. |
See also: `docs/operations/mcp-oauth-headless.md` for the cron / channel-driven run caveat.
| `TURNSTONE_OIDC_PASSWORD_ENABLED` | No | `true` | Set to `false` to hide the password form and block all username/password logins (including admin). API tokens continue to work. |
| `TURNSTONE_OIDC_REDIRECT_BASE` | Yes | — | Externally-reachable origin for the OIDC redirect URI (e.g. `https://app.example.com`). Without this, OIDC will refuse to start. The previous Host-header fallback was unsafe under permissive reverse proxies. |
| `TURNSTONE_OIDC_TRUSTED_ENDPOINT_HOSTS` | No | — | Comma-separated list of additional hostnames whose endpoints the IdP discovery document is allowed to reference. See [Cross-host endpoints](#cross-host-endpoints). |
| `TURNSTONE_OIDC_ALLOW_PRIVATE_NETWORK` | No | `false` | Allow the issuer (and its discovered endpoints) to resolve to private/internal addresses — needed for a self-hosted IdP on an internal network. See [Self-hosted and internal IdPs](#self-hosted-and-internal-idps). |
All four required fields — issuer, client ID, client secret, and
`TURNSTONE_OIDC_REDIRECT_BASE` — must be set. If any are missing OIDC
@@ -77,17 +76,17 @@ IdP from redirecting the token-exchange POST (which carries
being aimed at internal services.
A few public IdPs legitimately split endpoints across hostnames. Google
and Microsoft Entra ID are the canonical examples:
is the canonical example:
| IdP | Issuer host | Cross-host endpoint(s) |
|-----|-------------|------------------------|
| Google | `accounts.google.com` |`oauth2.googleapis.com`, `www.googleapis.com`, `openidconnect.googleapis.com` |
| Microsoft Entra | `login.microsoftonline.com` | `graph.microsoft.com` (userinfo) |
# MCP OAuth in headless / scheduled / channel-driven runs
**Constraint**: OAuth-MCP servers (`auth_type=oauth_user`) require browser-based user consent. Users must pre-consent via the web UI before any run that cannot drive a browser redirect.
- Any future channel adapter without an interactive browser session.
**What happens when consent is missing**:
A tool call against an `oauth_user` server returns a structured `mcp_consent_required` error to the agent. The agent surfaces the deferred work in its output. Turnstone persists a record to `mcp_pending_consent` so the dashboard badge surfaces the deferred consent need to the user on next login.
**Recovery**:
The user opens the dashboard, sees the gear-icon badge counting pending consents, opens the settings modal, clicks Connect for each affected server, and completes the OAuth dance. The pending-consent record is cleared by the OAuth callback handler on success. Subsequent scheduled / channel runs use the freshly-stored token.
**Pre-consent recipe**:
Before scheduling a workstream that depends on an `oauth_user` MCP server, the user should:
1. Open the dashboard.
2. Open the settings modal (gear icon).
3. Click Connect on each MCP server the schedule will use.
4. Confirm consent in the popup.
This stores tokens that the scheduled run will reuse. Refresh-token rotation is handled transparently on the run side; only the first consent requires browser interaction.
A **persona** is a named, reusable bundle attached to a workstream **at
creation** that controls how its system message is composed and what
capability envelope it runs with. Personas answer a recurring operational
complaint: the default composition primes every session for heavy tool use,
and there was no per-workstream dial to launch a "just write prose" or
"evidence-first research" session.
A persona is exactly four levers — no more:
| Lever | What it does |
|---|---|
| **Base prompt** | Replaces the BASE module of the composed system message. *Only* BASE: ENV, CONTEXT, TOOLS, and POLICIES keep composing, so mandatory [prompt policies](governance.md) ride on top of every persona. Built-in personas source their prose from a repo file; operator personas store it inline — see [Where persona prompts live](#where-persona-prompts-live). |
| **Tool visibility** | Which tools the session advertises. Tri-state: *unrestricted* (tracks tool growth and MCP catalogs), *no tools* (the TOOLS prompt block self-suppresses and zero definitions go on the wire), or an *exact set* of names. Including `tool_search` in a set makes it **soft** — tools the model discovers through search join the visible set; omitting it makes the set **hard** (the search pathway is disabled entirely). On commercial providers a soft set costs one prompt-cache re-prime per `tool_search` expansion, since each expansion rewrites the wire tool set and recomposes the prompt. |
| **MCP** | Whether the workstream talks to MCP at all. **Session-wide**: off means no MCP tools for the persona's own hands *or* for in-process task agents, no resource/prompt catalogs, and no listener registrations. This lever expresses infrastructure intent, not behavior shaping. |
| **Memory** | Whether the persona's **own hands** get memory: recalled-memory injection into the prompt, memory-directed metacognitive nudges, and the `memory` tool. Task agents keep their own envelope, and compaction spill/markers are session mechanics that are never persona-gated. An exact tool set that hides `memory` also mutes those nudges, and the compaction-resume pointer follows `recall`'s visibility. |
Visibility is behavior shaping, **not** a security boundary: any tool call
that does reach the wire still clears the same approval, judge, and policy
machinery as always. RBAC and tool policies remain the enforcement layers.
@@ -151,11 +143,9 @@ PgBouncer (which then multiplexes to PostgreSQL):
| `TURNSTONE_DB_URL` | — | Connection URL (point at PgBouncer, not PostgreSQL directly) |
The default pool of 2 + 3 overflow = 5 connections per process is
intentionally small to support large clusters. Most deployments should not
need to increase it. If operators create many large forks concurrently, watch
PgBouncer's `cl_waiting` and PostgreSQL transaction latency before changing
the per-process pool; adding client-side connections cannot help once the
PgBouncer server pool is saturated.
intentionally small to support large clusters. You should not need to
increase this — turnstone's database operations are all short-burst
context-managed queries that hold connections for milliseconds.
SQLAlchemy `pool_pre_ping` is enabled, so stale connections (e.g. after
PgBouncer restarts) are automatically detected and replaced.
@@ -187,32 +177,6 @@ Key metrics to watch:
- **`sv_active`** — active server (PostgreSQL) connections. Should stay
below PostgreSQL `max_connections`.
Short `cl_waiting` spikes during large workstream forks can be normal. Sustained
waiters accompanied by long serializable transactions indicate fork/storage
load, not an SSE or HTTP client-pool problem.
---
## Upgrade note: deferred workstream creation
The workstream lifecycle now uses durable, hidden `state='creating'`
reservations while session construction, upload validation, and optional fork
cloning complete. Older server processes do not understand that private state:
against the same database they may resolve, list, open, or prune a reservation
before its new owner publishes it.
For the upgrade that introduces deferred creation, drain create traffic and
upgrade all server processes sharing the database as one cohort. Do not resume
creates until no older server process remains. The change needs no manual
schema migration, but it is not safe to treat mixed lifecycle implementations
as an ordinary rolling-upgrade state.
A `creating` row should be transient and absent from normal APIs and cluster
events. If one persists after a process crash, inspect the corresponding
`ws.create.*` and `session_mgr.commit_create.*` logs before cleanup. Do not
promote it to `idle` manually: its history, configuration, attachment
references, or lifecycle publication may be incomplete.
---
## Troubleshooting
@@ -235,28 +199,4 @@ does not support prepared statements. Turnstone's SQLAlchemy layer does
not use server-side prepared statements by default, so this is not an
issue.
**LISTEN / NOTIFY not supported in transaction mode** — PgBouncer's
transaction pooling assigns a real server connection only for the
duration of each transaction, then returns it to the pool. PostgreSQL
`LISTEN` is session state — a transaction-pooled client can't hold the
multi-statement session a long-lived `LISTEN` needs. The console's
`NotifyDispatcher` (reactive node discovery via the `services` channel)
therefore opens a **dedicated, direct-to-Postgres** connection that
bypasses PgBouncer.
Configure via `config.toml``[database] listen_url` (preferred —
co-located with the main `url`) or the `TURNSTONE_DB_LISTEN_URL` env var
(config.toml wins when both are set). Defaults to the main DB URL when
unset.
| Setting | Behaviour |
|---|---|
| unset | Listener uses `TURNSTONE_DB_URL` as-is. Fine when PgBouncer is in **session** mode, or when there's no pooler in front of Postgres. With transaction-mode PgBouncer the listener's `LISTEN` will fail and the dispatcher retries with exponential backoff (1 s → 30 s cap) without ever succeeding. Reactive NOTIFY-driven node discovery is silently lost; the cluster collector's 60 s `_discovery_loop` is the only remaining backstop. |
| set to direct-to-PG URL (e.g. `postgresql://…/turnstone`) | Listener bypasses PgBouncer for its one dedicated connection. Reactive discovery latency drops from up-to-60 s to ~500 ms. The rest of the storage layer continues to go through PgBouncer in transaction mode. |
Set this whenever PgBouncer is in transaction mode (the recommended
setting per this doc). The override only adds one long-lived PG
connection per console process — sized into the cluster's
`max_connections` budget alongside the pool.
See also: [Docker deployment](docker.md) · [Security](security.md)
- **Stable** tracks receive bugfixes only. The most-recent stable minor
owns the `:stable` / `:latest` Docker tags and the default PyPI
@@ -16,10 +17,8 @@ Turnstone ships several parallel release tracks from a single PyPI package.
- **Experimental** (always on `main`) receives new features. May be
rough around the edges.
- When experimental matures, it is promoted to a new stable minor via
a `stable/X.Y` branch. One prior stable track is maintained alongside
the current one; at each promotion the oldest track is retired — its
branch is deleted, while its tags and released artifacts remain
available.
a `stable/X.Y` branch; older stable branches continue to receive
security fixes until explicitly retired.
## Version Scheme
@@ -34,17 +33,17 @@ Turnstone ships several parallel release tracks from a single PyPI package.
## Releasing an Experimental Version (from main)
```bash
scripts/release.sh 1.7.0a2 --push
scripts/release.sh 1.5.0a2 --push
```
This bumps `pyproject.toml` + `turnstone/__init__.py`, regenerates `uv.lock`, commits, tags `v1.7.0a2`, and pushes. CI runs, then publish + Docker workflows fire automatically.
This bumps `pyproject.toml` + `turnstone/__init__.py`, regenerates `uv.lock`, commits, tags `v1.5.0a2`, and pushes. CI runs, then publish + Docker workflows fire automatically.
## Releasing a Stable Patch (from stable/X.Y)
```bash
git checkout stable/1.6
git checkout stable/1.4
git cherry-pick <commit-hash> # bugfix from main
scripts/release.sh 1.6.1 --push
scripts/release.sh 1.4.1 --push
```
## Promoting Experimental to Stable
@@ -53,19 +52,19 @@ When `main` is ready for a stable release:
```bash
# 1. Tag the stable release on main
scripts/release.sh 1.6.0 --push
scripts/release.sh 1.5.0 --push
# 2. Create the stable maintenance branch from that tag
git branch stable/1.6 v1.6.0
git push origin stable/1.6
git branch stable/1.5 v1.5.0
git push origin stable/1.5
# 3. Start the next experimental cycle on main
scripts/release.sh 1.7.0a1 --push
scripts/release.sh 1.6.0a1 --push
```
The previous stable branch continues to receive security-only patches;
the track before it is retired at each promotion (at 1.6.0:
`stable/1.5` stays maintained, `stable/1.4` is retired).
The previous stable branch (`stable/1.4`) continues to receive
security-only patches; older tracks (`stable/1.0`, `stable/1.3`) are
| `entra_obo` | A caller-delegated Entra access token minted from that user's captured OIDC credential. |
| `entra_app` | A shared app-identity token minted with Turnstone's OIDC client credentials. |
| `rfc8693_obo` | A caller-delegated access token minted from the captured credential via RFC 8693 token exchange, requesting the definition's `obo_scopes`. |
Dynamic modes require an exact `obo_audience` resource identifier. Before an
admin can save one, an operator must add that literal audience to
`model.auth_audience_allowlist` (comma- or newline-separated). Wildcards and
base-URL host matching are intentionally unsupported, and a row whose
effective mode is `static` refuses to store a new non-empty `obo_audience` on
either create or update — an audience cannot be staged for a later flip
(clearing a stale value, or re-saving it unchanged, stays allowed).
`obo_scopes` follows the same staging rule with the mode set inverted: only
`rfc8693_obo` reads it, so every other effective mode refuses to store a new
non-empty value, while clearing or re-saving one unchanged stays open. The
value itself is optional and shape-checked only — whether it satisfies the
IdP is decided at mint time. On a row that is (or becomes) dynamic, every
change except the tuning fields — context window, temperature, max tokens,
reasoning effort, and the two reasoning-persistence toggles — also requires
`admin.mcp`; service tokens do not bypass this capability-escalation gate.
The one exception is de-escalation: a save whose only gated change is
switching `enabled` off is a pure disable, needs only `admin.models`, and
skips validation — a de-listed audience must never block disarming its own
row. The gate is deny-by-default: a field counts as auth-relevant unless it
is provably neutral, so re-enabling a disabled dynamic row, re-pointing its
`base_url`, or swapping its provider or alias all escalate.
Validation runs in two tiers, matching the MCP `oauth_obo` write rules. Row
validity — the audience is allow-listed — applies to every gated write that
touches a dynamic configuration, so a revoked audience can be neither silently
re-pointed at a new `base_url` nor re-armed by an enable flip. Deployment
posture — the token encryption key installed, single sign-on configured, and
the grant profile valid and able to carry the mode — is checked when a write
*chooses* the mode/audience pair and when it re-enables a disabled dynamic
row (arming is the flip that resumes minting, so it must meet what minting
needs); other edits to an existing row stay open if the deployment's posture
changed after it was saved (its mints warn at runtime instead). Refusals name
their cause and echo the configured value.
One asymmetry to be aware of: the write path counts a transient discovery
outage (`enabled=false`, retryable) as configured, but the mints themselves
require discovery to have completed — a config saved during an outage starts
minting only once any authenticated request heals discovery. Until then calls
warn and follow the fail-open/fail-closed policy above.
Every dynamic mode pairs with exactly one grant profile: `entra_obo` and
`entra_app` require `[oidc] obo_grant_profile = "entra"`, and `rfc8693_obo`
requires `"rfc8693"`. The pairing is enforced at the posture tier, so a row
saved before the rule existed keeps accepting same-pair edits; its mints
refuse at runtime with `cause=grant_profile_mismatch` and no IdP traffic.
Judge, output-guard, perception, utility, and sub-agent lanes inherit the
session's effective user for the delegated modes. The perception memo is
partitioned by that principal as well as alias and content hash, so a result
authorized as one user cannot be served to another. Scheduled and wake-driven
work retains the workstream owner even when no user is connected. Eval and
optimizer lanes are registry-less development tools and therefore do not use
dynamic model authentication.
`entra_app` is an explicit model-definition choice; Turnstone never changes a
failed or ownerless delegated call into a client-credentials grant. A
delegated-mode call with no effective user always refuses. A dynamic alias
without a real static key also always refuses instead of issuing its
SDK-construction placeholder. When a real static key is explicitly configured,
mint failures may use it by default; set `model.auth_fail_closed = true` to
prohibit even that fallback. A refusal is not routed through the model
fallback chain.
Dynamic token caches are encrypted in `mcp_user_tokens`, shared across nodes,
and memoized on each host. Unlinking a user's OIDC identity purges their
delegated-mode rows and memo entries. `entra_app` rows belong to the shared
`__app__` identity and are not user-deprovisioned; after client-credential
revocation, an already-minted app bearer remains usable until its recorded
expiry.
Each model call resolves its dynamic credential against the immutable model
definition snapshot that supplied that call's provider, client, endpoint, and
model ID. An admin edit can therefore never pair an old `base_url` with a new
audience, grant mode, or static-key fallback input. The principal and token
remain per-call/live; the connection and model-owned auth configuration move
together as one binding on the next operation. The deployment-wide
`model.auth_fail_closed` switch is intentionally read live on every mint, so an
operator can tighten fallback policy immediately without rebuilding sessions.
`obo_audience` and `obo_scopes` are literal and capped at 2048 characters
each. Environment-variable expansion is deliberately not applied, so the
allow-list decision cannot vary by node or expand beyond the persisted
boundary.
### Responses output controls (per-model)
Models whose capability table declares Responses output controls expose two
additional fields in the Models create/edit shelf:
`reasoning_text` for Chat Completions / vLLM / llama.cpp / Gemini-compat).
### Task agent overrides
### Plan / task agent overrides
`task_agent` sub-sessions resolve independently from the conversation model
so operators can pick a cheaper/faster model for autonomous loops:
`plan_agent` and `task_agent` sub-sessions resolve independently from the
conversation model so operators can pick a cheaper/faster model for
autonomous loops:
| Setting | Purpose |
|---------|---------|
| `model.task_alias` | Alias used for `task_agent` sub-sessions. Falls back to `[model].agent_model` in config.toml, then the session's active model. |
| `model.plan_alias` | Alias used for `plan_agent` sub-sessions. Falls back to `[model].plan_model` in config.toml, then `[model].agent_model`, then the session's active model. |
| `model.task_alias` | Alias used for `task_agent` sub-sessions. Same fallback chain as `plan_alias`. |
description: Use this skill when the user wants to import or migrate conversation history from another LLM chat or coding tool (e.g. ChatGPT, Claude.ai, Cursor, Copilot Chat, Aider, Gemini, a custom JSON export) into Turnstone. The skill teaches Turnstone's destination contracts — workstream identity, the OpenAI-shaped message rows, tool-call/result pairing, provider-fidelity blobs, attachments, and archive-vs-resumable choice — so the agent can map any source format onto them. Trigger phrases: "import my chats", "migrate this transcript into Turnstone", "bring my Claude.ai history over", "load this export as a workstream".
version: 1.1.0
version: 1.0.0
---
# Importing Conversation History into Turnstone
@@ -12,7 +12,7 @@ Source formats vary; the destination does not. Your job is to translate whatever
Two questions to settle with the user before writing anything:
1. **Archive or resumable?** An archive is left closed and is read-only history. A resumable import is also kept closed and unloaded while rows are written, then explicitly opened after validation; this only works cleanly when the source LLM matches a Turnstone-supported provider/model and tool definitions still resolve.
1. **Archive or resumable?** An archive ("saved" workstream — `state="closed"`) is read-only history. A resumable workstream (`state="idle"`) lets the user continue the conversation; this only works cleanly when the source LLM matches a Turnstone-supported provider/model and tool definitions still resolve.
2. **One workstream per source thread, or merge?** Default to one-to-one unless the user explicitly asks to merge.
Default to **archive** when in doubt — resuming a foreign transcript with mismatched tool schemas or stale provider signatures will fail at the next turn.
@@ -25,13 +25,13 @@ Two tables carry the conversation:
| Column | Required | Notes |
|---|---|---|
| `ws_id` | yes | 32-char lowercase hex. Auto-generate with `secrets.token_hex(16)` if you don't already have one. The router hashes the **full ID** — see "Identity & Routing" below. |
| `ws_id` | yes | 32-char lowercase hex. Auto-generate with `secrets.token_hex(16)` if you don't already have one. **First 4 hex chars are the routing bucket** — see "Identity & Routing" below. |
| `name` | yes | Short title. Pull from source thread title; fall back to first ~60 chars of first user message. |
| `state` | yes | Register as`"closed"` while importing. Leave it closed for an archive; explicitly open it after commit for a resumable import. Never set `"running"` or `"creating"` directly. |
| `state` | yes | `"closed"` for archive, `"idle"` for resumable. Never set `"running"` on import. |
| `kind` | yes | `"interactive"` for normal threads. Do NOT use `"coordinator"` for imports — that's reserved for cluster-spawned coordinator workstreams. |
| `parent_ws_id` | no | Leave NULL. Only set if you're importing a coordinator-spawned subtree and re-parenting it; rare. |
| `user_id` | yes | Owner. Must exist in `users`; importer must know which Turnstone user owns the imported history. |
| `node_id` | no | Nullable creation-time service/liveness hint. It is not the routing key or durable owner and may become stale after membership changes. Let a routed create stamp it; a direct shared-storage import may leave it NULL. |
| `node_id` | yes (multi-node) | Denormalized cache of the node that owns this `ws_id`'s bucket. Single-node deployments can leave it NULL or set it to the only node. |
| `alias` | no | Human-typeable short name. Optional; must be unique cluster-wide if set. |
| `title` | no | Auto-titled later by the LLM; safe to leave NULL on import. |
| `skill_id`, `skill_version` | yes | Default `""` and `0` unless the source thread was scoped to a Turnstone skill. |
@@ -55,65 +55,25 @@ The internal format is **OpenAI-shaped**, even when the source was Anthropic or
## Identity & Routing (`ws_id`)
- `ws_id` is **32-char lowercase hex** (i.e. `secrets.token_hex(16)`).
- Ordinary placement is rendezvous (Highest Random Weight, HRW) selection over
the **full `ws_id`** and the current live server set. For each node, Turnstone
computes 32-bit FNV-1a over the node ID, a NUL separator, and the full
workstream ID; it then applies the node weight and selects the highest score.
A live per-workstream override takes precedence.
- The live set comes from recent `services` heartbeats. Placement can therefore
change when nodes join, leave, change weight, or an override changes. There
is no stable prefix-derived placement to pre-compute or persist.
- `workstreams.node_id` is stamped at creation and is not updated as HRW
placement changes. It supports display and liveness-safe cleanup; the console
router does not use it as the ordinary ownership decision.
- For multi-node imports, create through the console routing proxy when the
lifecycle must be published, or write the history once through the cluster's
configured **shared storage backend**. Never partition rows across node-local
databases by ID prefix or by a one-time HRW result: a later membership change
can route the same full ID to another node.
- For single-node imports, HRW placement is degenerate; any valid `ws_id` works.
- The **routing bucket** is `int(ws_id[:4], 16)` — the first 4 hex chars place this workstream on a specific node via the consistent hash ring.
- For multi-node imports: either insert through the console's routing proxy (which forwards to the owning node), or generate `ws_id`s and write directly to each node's database in batches grouped by bucket.
- For single-node imports: bucket math is irrelevant; any `ws_id` works.
- **Do not reuse the source platform's IDs as `ws_id`** unless they happen to be 32-char hex. Generate fresh; if you need the old ID for traceability, store it in `workstream_config` under a key like `import.source_id`.
## Recommended Import Path
Three options, in order of preference:
### 1. Quiesced storage import (recommended for full history)
### 1. Storage protocol (recommended for full history)
Use the current `turnstone.core.storage.StorageBackend` protocol against the
same shared backend as the cluster. The destination must remain absent from all
in-memory session managers while rows are changing: a loaded `ChatSession`
holds its own trajectory and will not observe conversation rows inserted behind
it.
The safe sequence is:
1. Normalize and validate the complete source transcript before writing.
2. Call `register_workstream(..., state="closed")` and require a `True` return;
`False` means the caller-selected ID already exists, so abort rather than
appending to an unrelated workstream.
3. Insert the ordered conversation rows and attachment references.
4. Load the saved rows back and run the validation checklist below.
5. Leave an archive closed. For a resumable import, only now invoke the normal
`POST /v1/api/workstreams/{ws_id}/open` endpoint on the currently routed
node so the session hydrates from the complete transcript.
Do **not** create the destination through the web/SDK create endpoint before a
direct bulk import. Create publishes an empty live session. If that already
happened, close the workstream and confirm the manager-authoritative live probe
returns false before writing, then explicitly open it again after validation.
For attachment-free history, `save_messages_bulk(rows)` is the canonical
single-transaction insert primitive and bypasses the LLM round-trip entirely.
New attachment bytes require the per-row path described under
[Attachments](#attachments).
Use `turnstone.core.storage.Storage.save_messages_bulk(rows)`. This is the canonical bulk-insert primitive and bypasses the LLM round-trip entirely.
```python
from turnstone.core.storage import get_storage # initialized by the host/import entry point
from turnstone.core.storage import get_storage # construct via the same path the server uses
storage = get_storage()
storage = get_storage(...) # see turnstone.core.storage.__init__ for the project's wiring
inserted = storage.register_workstream(
storage.create_workstream( # or whatever the project's exposed creator is — check turnstone/core/storage/_protocol.py
`save_messages_bulk` handles `timestamp` and the workstream's `updated` column
internally, so you don't need to compute them per row. Verify the exact
`register_workstream` and message signatures in
`turnstone/core/storage/_protocol.py`; the Storage protocol, not the physical
table layout, is the source of truth.
**Multi-node note:** this path assumes `get_storage()` is connected to the
cluster's shared backend. Do not open a node-local database selected from the
current HRW result, and do not pre-create a live session through the console
routing proxy. After the shared-storage import commits, resolve the current
route and open the closed workstream on that node. Any stored `node_id`
describes creation-time placement, not a permanent shard that should receive a
separate copy.
`save_messages_bulk` handles `timestamp` and the workstream's `updated` column internally, so you don't need to compute them per row. **Verify the exact creator signature** by reading `turnstone/core/storage/_protocol.py` — table layout has shifted across migrations and the Storage protocol is the source of truth.
### 2. SDK `create_workstream(resume_ws=...)` (when the source is already a Turnstone workstream)
@@ -235,48 +181,27 @@ If the source thread had image or file attachments:
- **Size limits**: images ≤ 4 MiB, text documents ≤ 512 KiB. Reject or downsample anything bigger.
- **Allowed types**: server validates magic bytes for images and UTF-8-decodes for text. Binary blobs that aren't images won't pass.
- **Blob identity**: `attachment_id` is the lowercase SHA-256 hex digest of the
bytes. `workstream_attachments` stores that content-addressed blob and its
refcount; it has no workstream or message foreign key.
- **Message link**: the sole message-to-blob link is the ordered JSON ID list in
`conversations.attachments`.
- **No persisted staging lifecycle**: pending upload bytes live only in a
node's in-memory attachment buffer. The old persisted
`pending → reserved → consumed` lifecycle does not apply to storage imports.
- **Lifecycle**: pending → reserved → consumed. For imports, the cleanest path is to upload as pending and immediately consume by attaching to the relevant `conversations.id`.
For new attachment bytes, preserve row order by calling `save_message()` for
each turn. It returns the `conversations.id`; for every attachment referenced by
that turn, call `save_attachment()` with its content hash and bytes, then call
`set_message_attachments(ws_id, message_id, ordered_ids)`. Each
`save_attachment()` call accounts for one reference, while
`set_message_attachments()` records the ordered link.
Two import paths:
`save_messages_bulk(..., attachment_ids=[...])` is appropriate only when those
content-addressed blobs already exist: the bulk transaction retains their
references and writes the ordered lists. Do not first call `save_attachment()`
for a new reference and then pass the same reference to `save_messages_bulk()`;
both paths retain it and would double-count the refcount.
1. **Bulk-insert + post-attach**: insert messages first, get back the assistant/user `conversations.id`, then write `workstream_attachments` rows linking the file to `message_id`.
2. **SDK multipart create**: `create_workstream(attachments=[...], initial_message=...)` for the *first* turn only — the server reserves and consumes them onto that turn. Doesn't help for mid-thread attachments.
SDK multipart create remains useful only for attachments on a new first turn;
it publishes a live session and is not the full-history import path.
For full-history imports with multiple attachments at different turns, path (1) is the only option.
## Validation Checklist
Before declaring success, verify:
- [ ] `ws_id` is 32-char lowercase hex.
- [ ] The workstream remained closed and absent from every live manager while rows were written; archives stay closed and resumable imports are opened only after validation.
- [ ] `workstreams` row exists with the right `user_id` and `kind`.
- [ ] `workstreams`row exists with the right `user_id`, `state`, `kind`.
- [ ] Conversation rows are inserted **in order** (autoincrement `id` will reflect insert order).
- [ ] Every assistant `tool_calls[].id` has a matching `role="tool"` row with the same `tool_call_id`.
- [ ] `tool_calls[].function.arguments` is a JSON-encoded **string**, not a parsed object.
- [ ] First message is typically `role="user"` (not `system`) — Turnstone composes its own system prompt at runtime.
- [ ] No empty assistant rows (`content=NULL` AND `tool_calls=NULL` is invalid).
- [ ] Every attachment ID is the SHA-256 of its stored bytes; each turn's ordered IDs are in `conversations.attachments`, and blob refcounts match message references.
- [ ] If multi-node: the row is in shared storage and the node selected by
`ConsoleRouter.route(ws_id)` from the current live set can load it.
`workstreams.node_id`, when present, is treated as a creation-time hint rather
than asserted equal to the current HRW result.
- [ ] If multi-node: the `ws_id`'s bucket maps to a node that exists; `workstreams.node_id` matches.
- [ ] Round-trip test: run `Storage.load_messages(ws_id)` and confirm the reconstructed list matches what you inserted (modulo timestamps).
## Anti-patterns
@@ -286,20 +211,15 @@ Before declaring success, verify:
- **Don't fabricate `tool_call_id`s without re-pairing.** Mismatched ids silently break the replay chain on the next turn.
- **Don't skip the `tool_name` field on `role="tool"` rows.** Some load paths use it for display and audit; NULL there will render as "unknown tool".
- **Don't write through the LLM (`send()` per turn) for full history.** It's expensive, rewrites assistant turns, and rate-limits will bite long imports.
- **Don't shard imported rows by an ID prefix or a one-time HRW result.** HRW
uses the full ID and live membership; placement may move. In a cluster, write
one copy to shared storage and let request routing select the live node.
## Quick Reference
| Task | Path |
|---|---|
| Generate ws_id | `secrets.token_hex(16)` |
| Multi-node placement | Full-ID 32-bit FNV-1a HRW over live servers; store rows once in shared storage |
- `turnstone/core/session.py` (around the message-save section) — how the runtime constructs in-memory message dicts; mirror this shape on import to round-trip cleanly.
- `turnstone/api/server_schemas.py` — Pydantic shapes for the SDK paths if you go through HTTP.
| `tls.acme_directory` | `""` | External ACME CA URL for console frontend cert |
### ACME topology environment
| Variable | Default | Description |
|----------|---------|-------------|
| `TURNSTONE_ACME_EXTERNAL_URL` | request-derived | Canonical externally reachable responder base, including `/acme` (for example `http://192.0.2.1:8090/acme`). Set it on the console so advertised URLs are routable and on in-cluster clients so their enrollment JWT is allowed only at that configured destination. A public path prefix is valid only when a reverse proxy maps it to Turnstone's internal `/acme` mount. |
| `TURNSTONE_CONSOLE_HTTP_BIND` | `127.0.0.1` | Production TLS-overlay bind for the console's plain-HTTP bootstrap/API port. For cross-host enrollment, use a trusted LAN/VPN interface and firewall it to enrolling nodes. |
Turnstone exposes a role-specific built-in tool surface plus any configured MCP
tools through provider-native or OpenAI-compatible functioncalling. Built-in
schemas live under `turnstone/tools/` and are loaded by
`turnstone/core/tools.py`; metadata selects the interactive, coordinator, and
task-agent subsets. MCP tools are discovered from configured servers by
turnstone exposes 19 built-in tools plus any number of external MCP tools to the
LLM via the OpenAI function-calling interface. Built-in tools are defined as JSON
files under `turnstone/tools/` and loaded at startup by `turnstone/core/tools.py`.
MCP tools are discovered from configured MCP servers at startup by
`turnstone/core/mcp_client.py`.
---
@@ -23,25 +22,21 @@ schema plus turnstone-specific metadata keys:
"properties": { ... },
"required": ["param1"]
},
"agent": true,
"task_agent": true,
"auto_approve": true,
"primary_key": "param1"
}
```
**Metadata keys** (stripped before sending the schema to the model; the full
set lives in `_META_KEYS` in `turnstone/core/tools.py`):
**Metadata keys** (stripped before sending the schema to the model):
| Key | Type | Meaning |
|------------------|------|---------|
| `task_agent` | bool | Tool is available to task sub-agents. |
| `coordinator` | bool | Tool is available to coordinator sessions. Without `interactive: true` alongside it, this reads as coord-only and the tool is stripped from interactive sessions. |
| `interactive` | bool | Opt a `coordinator: true` tool back into interactive sessions (dual-kind tools like `memory`). |
| `auto_approve`| bool | Tool runs without user confirmation (read-only, safe operations). |
| `primary_key` | str | When the model sends a bare string instead of JSON args, map it to this parameter name. |
| `kind_variants` | dict | Per-kind description / parameter-schema overlays so each session kind sees only the surface it can use (see `memory.json`). |
| `cwd_note` | str | Sentence appended to the description at session build time with `{working_dir}` substituted — declare on tools whose semantics depend on the process working directory (see `bash.json`, `apply_cwd_context`). |
| `workspace_note` | str | Companion sentence naming the operator-configured workspace directory, `{workspace_dir}` substituted; dropped when no workspace is configured. |
| Key | Type | Meaning |
|----------------|------|---------|
| `agent` | bool | Tool is available to plan/task sub-agents (read-only subset). |
| `task_agent` | bool | Tool is available to task sub-agents (broader subset). |
| `auto_approve` | bool | Tool runs without user confirmation (read-only, safe operations). |
| `primary_key` | str | When the model sends a bare string instead of JSON args, map it to this parameter name. |
---
@@ -51,10 +46,12 @@ set lives in `_META_KEYS` in `turnstone/core/tools.py`):
| Name | Description |
|---------------------|-------------|
| `TOOLS` | The complete loaded built-in union. Sessions send a kind-specific subset (`INTERACTIVE_TOOLS` or `COORDINATOR_TOOLS`). |
| `TOOLS` | All 19 tool definitions (sent to the model). |
| `AGENT_TOOLS` | Tools with `agent: true` -- available to plan sub-agents. Read-only tools. |
| `TASK_AGENT_TOOLS` | Tools with `task_agent: true` -- available to task sub-agents. Includes write operations. |
| `TASK_AUTO_TOOLS`| Set of all tool names with `auto_approve: true` -- used by task-agent sub-sessions to skip confirmation for matching available tools. |
| `BUILTIN_TOOL_NAMES`| Frozenset of the built-in union. Used by tool search to distinguish built-ins from deferrable MCP tools. |
| `AGENT_AUTO_TOOLS` | Set of tool names with `auto_approve: true` -- no user confirmation needed. |
| `TASK_AUTO_TOOLS` | Same as `AGENT_AUTO_TOOLS` (identical filter). |
| `BUILTIN_TOOL_NAMES`| Frozenset of all 19 built-in tool names. Used by tool search to distinguish always-on tools from deferrable MCP tools. |
| `PRIMARY_KEY_MAP` | Dict mapping tool name to its `primary_key` parameter name. |
---
@@ -63,10 +60,7 @@ set lives in `_META_KEYS` in `turnstone/core/tools.py`):
> See also: [Tool Pipeline diagram](diagrams/png/05-tool-pipeline.png)
Tool handling spans a four-phase pipeline.`ChatSession._execute_tools()` owns
prepare, approval, and execution (phases 1–3); after it returns, the owning
conversation loop guards the observed results and folds them into the
trajectory (phase 4).
Tool execution follows a three-phase pipeline inside`ChatSession._execute_tools()`:
### Phase 1: Prepare
@@ -75,8 +69,9 @@ trajectory (phase 4).
- Parses the JSON arguments (with fallback for malformed JSON).
- If JSON parsing fails entirely, uses `PRIMARY_KEY_MAP` to map a bare string
to the correct parameter.
- Dispatches to the matching `_prepare_{func_name}()` handler, the synthetic
`tool_search` fallback, or the generic `_prepare_mcp_tool()` handler.
- Dispatches to the matching `_prepare_{func_name}()` handler. There are 19
built-in tools plus `tool_search` (synthetic, client-side BM25 fallback) and
the generic `_prepare_mcp_tool()` handler for MCP tools.
- Validates arguments and builds a preview dict containing:
file-path and `attachment:` targets are local reads and run unprompted like
`read_file`
- `web_search` -- web search via Tavily API (makes network requests)
- `task` -- spawns an autonomous sub-agent
- `plan` -- spawns a planning sub-agent, plus post-execution review gate
Note: The JSON schema metadata key `auto_approve` controls membership in
`TASK_AUTO_TOOLS` (used for task agent sub-sessions). The actual runtime
approval behavior is determined by the `needs_approval` field set in each
`_prepare_*` method on `ChatSession`. These two mechanisms can differ.
`AGENT_AUTO_TOOLS`/`TASK_AUTO_TOOLS` (used for agent sub-sessions). The actual
runtime approval behavior is determined by the `needs_approval` field set in
each `_prepare_*` method on `ChatSession`. These two mechanisms can differ.
---
@@ -196,10 +165,12 @@ Every tool defines a `primary_key`. The mapping is:
| `write_file` | `content` |
| `edit_file` | `old_string`|
| `search` | `query` |
| `math` | `code` |
| `man` | `page` |
| `web_fetch` | `url` |
| `web_search` | `query` |
| `open_preview` | `target` |
| `task_agent` | `prompt` |
| `plan_agent` | `goal` |
| `memory` | `name` |
| `recall` | `query` |
| `notify` | `message` |
@@ -223,7 +194,7 @@ Execute a bash command and return stdout + stderr.
- **What it does**: Runs the command in a subprocess with a configurable timeout. Commands are sanitized and checked against a blocklist (e.g. `rm -rf /`). Environment variables containing secrets are scrubbed (`*_KEY`, `*_SECRET`, `*_TOKEN`, etc.).
- **Output format**: Stdout is returned directly. Stderr lines are prefixed with `[stderr]` so the model can distinguish them. When the command itself redirects stderr to stdout (`2>&1`), no prefix is added. Output exceeding 256KB is truncated (head + tail preserved, middle replaced with a truncation notice).
- **Auto-approve**: No -- requires user confirmation.
- **Agent availability**: `task_agent` only.
- **Agent availability**: `task_agent` only (not available to plan sub-agents).
---
@@ -241,7 +212,7 @@ base64-encoded image data for supported image formats.
- **What it does**: For text files, reads and returns content with line numbers. For image files (PNG, JPEG, GIF, WebP, BMP, TIFF, ICO), returns image data as multi-part content when the model supports vision, or a text description when it does not. SVG files are read as text. Images larger than 4 MB are rejected. Must be called before `edit_file` on the same path (the session tracks which files have been read).
- **Vision support**: Controlled by `ModelCapabilities.supports_vision`. All commercial OpenAI and Anthropic models have vision enabled. Local models (vLLM, llama.cpp, NIM) default to off — enable via `[models.*.capabilities] supports_vision = true` in config.toml.
- **Auto-approve**: Yes.
- **Agent availability**: `task_agent`.
- **Agent availability**: `agent` and `task_agent`.
---
@@ -297,7 +268,7 @@ Show a unified diff between two files, or between a file and a provided string.
- **What it does**: Returns unified diff output using Python's `difflib`. Binary files (containing null bytes) are rejected with a clear error. Files read through `diff_file` satisfy `edit_file`'s read guard — you can diff then edit without a separate `read_file` call. Large diffs are streamed with early cutoff at the tool truncation limit.
- **Auto-approve**: Yes (read-only).
- **Agent availability**: `task_agent`.
- **Agent availability**: `agent` and `task_agent`.
---
@@ -312,12 +283,44 @@ Search file contents for a regex pattern.
- **What it does**: Recursively searches for the pattern using `grep -rn`. Returns matching lines with file paths and line numbers.
- **Auto-approve**: Yes.
- **Agent availability**: `task_agent`.
- **Agent availability**: `agent` and `task_agent`.
---
## Computation
### math
Execute Python code for math and computation in a sandbox.
| Parameter | Type | Required | Description |
|-----------|--------|----------|-------------|
| `code` | string | yes | Python code to execute. Must use `print()` for output. |
- **What it does**: Runs Python code in a sandboxed environment with pre-imported libraries: `sympy`, `numpy`, `scipy`, `math`, `fractions`, `itertools`, `functools`, `collections`, `decimal`, `operator`, `random`, `re`, `string`. Common sympy names (`symbols`, `solve`, `simplify`, `sqrt`, `Matrix`, etc.) are pre-imported. `pytest` is also available for import.
- **Installation**: `sympy`, `numpy`, `scipy`, and `pytest` require the `[sandbox]` extras group: `pip install turnstone[sandbox]` (included in `[all]`).
- **Auto-approve**: Yes.
- **Agent availability**: `agent` and `task_agent`.
---
## Information
### man
Read a man page.
| Parameter | Type | Required | Description |
|-----------|--------|----------|-------------|
| `page` | string | yes | The man page name (e.g. `grep`, `socket`, `printf`). |
- **What it does**: Returns the full formatted manual entry. Preferred over `bash('man ...')` or `web_search` for command/API documentation.
- **Auto-approve**: Yes.
- **Agent availability**: `agent` and `task_agent`.
---
### web_fetch
Fetch a URL and extract specific information from it.
@@ -327,9 +330,9 @@ Fetch a URL and extract specific information from it.
| `url` | string | yes | The URL to fetch (must start with `http://` or `https://`). |
| `question` | string | yes | What to extract or answer from the page content. |
- **What it does**: Fetches the URL, strips HTML to plain text, and uses the LLM to extract the answer to the question from the page content. Every redirect hop is SSRF-screened before it is requested. Private/internal addresses are refused by default; enable `tools.allow_private_network` (console Settings → Tools) to make them approvable for self-hosted setups whose services live on the local network — the approval prompt marks such requests, and a public site redirecting into private space is refused regardless. Cloud metadata endpoints and link-local, multicast and reserved addresses are refused even with the opt-in enabled, including as a redirect target from a private address you approved. An address is judged by what it actually reaches, so an IPv6 transition address (NAT64, 6to4, Teredo) wrapping an internal IPv4 is treated exactly as that IPv4 would be.
- **What it does**: Fetches the URL, strips HTML to plain text, and uses the LLM to extract the answer to the question from the page content. Protected against SSRF (blocks private/internal IPs).
- **Auto-approve**: No -- requires user confirmation (makes network requests).
- **Agent availability**: `task_agent`.
- **Agent availability**: `agent` and `task_agent`.
---
@@ -341,88 +344,20 @@ Search the web using a text query.
| `max_results` | integer | no | Max results to return (default 5, max 20). |
| `category` | string | no | Search category: `general` (default), `news`,`it` (code/tech), or `science`. Maps to SearxNG categories; the model picks per query. |
| `topic` | string | no | Search topic: `general`, `news`, or `finance` (default `general`). |
- **What it does**: Searches the web and returns ranked results with titles, URLs, and content snippets. Uses provider-native search when available:
- **Anthropic**: Replaced at the API boundary with Anthropic's `web_search_20250305` server-side tool. Claude decides when to search; the API executes it and returns results with citations inline. No backend needed.
- **Anthropic**: Replaced at the API boundary with Anthropic's `web_search_20250305` server-side tool. Claude decides when to search; the API executes it and returns results with citations inline. No Tavily key needed.
- **OpenAI search models** (`gpt-5-search-api`): Replaced with `web_search_options` parameter. The model always searches and returns `url_citation` annotations.
- **Local/vLLM models**: Falls back to a self-hosted [SearxNG](https://searxng.org) instance. Set `searxng_url` in `config.toml``[tools]` or `$TURNSTONE_SEARXNG_URL` (the docker-compose stack bundles a `searxng` service and points at it by default). Operators with a custom MCP search server can instead set `web_search_backend = "mcp:server:tool"`.
- **Local/vLLM models**: Falls back to the Tavily API. Requires `tavily_key` in `config.toml` or `$TAVILY_API_KEY`.
- **Auto-approve**: Yes (auto-approved for all tool dispatch paths).
- **Agent availability**: `task_agent`.
---
### Reranking (optional)
`web_search` can use an external **reranker** to re-order the backend's result pool by relevance to the query before returning the top hits. Turnstone runs no reranker model itself; it POSTs to a Cohere/Jina-compatible `/rerank` endpoint (self-hosted [vLLM](https://docs.vllm.ai) / [TEI](https://github.com/huggingface/text-embeddings-inference) / llama.cpp, or hosted Cohere/Jina/Voyage).
**Disabled by default.** In the console **Models** tab, add a model definition whose `base_url` is a Cohere/Jina-compatible `/rerank` endpoint and whose capabilities include `{"supports_rerank": true}`, then select it under **Models → Roles → Reranker**. It's managed like every other model (write-only key, enable/disable, calibration). The reranker is purely this per-model definition — there is no global `rerank_url`-style endpoint setting.
The `rerank_web_search` toggle defaults on once a reranker is selected. If the endpoint is unreachable or errors, web_search falls back silently to the backend's native result order — reranking never makes a search fail.
When `rerank_bm25` is enabled, the candidate text for memory, tool, and skill retrieval (memory name/description/content and tool/skill names + descriptions) is also sent to the rerank endpoint — a self-hosted endpoint (vLLM/TEI/llama.cpp) keeps it on your infrastructure, a hosted provider (Cohere/Jina/Voyage) sends it off-box.
**Serving a Qwen3-Reranker with vLLM.** The model is instruction-aware, so vLLM **must** apply its chat template — pass `--chat-template` explicitly. Without it the bare query produces near-random scores and reranking actively *hurts* retrieval (verified: an irrelevant passage outscored the correct one):
Then add a reranker model in the **Models** tab with `base_url``http://vllm:8000/rerank` (model name `qwen3-reranker`) and select it under **Models → Roles → Reranker**.
For an endpoint that does *not* apply the model's template, set `rerank_instruction` instead — Turnstone then wraps each query as `<Instruct>: {instruction}` / `<Query>: {query}` (Qwen3's own default is `Given a web search query, retrieve relevant passages that answer the query`). Use the chat template **or** the instruction, not both (they double-wrap).
**Picking `rerank_bm25_threshold`.** The relevance floor that gates proactive memory injection is a probability in `[0, 1]`, but the right value differs per model (a sharp 0.6B reranker may want ~0.95; a broader 4B ~0.33). Calibrate it against your endpoint:
```bash
turnstone-admin rerank-calibrate # probe the endpoint, recommend a floor
It reports the score scale, whether the endpoint cleanly separates relevant from irrelevant probes (a **"no clean separation"** result flags a mis-served or weak reranker), and the suggested floor. Leave the threshold at `0` to rerank-without-filtering.
---
### open_preview
Show the user rich content in a preview pane beside the conversation.
| Parameter | Type | Required | Description |
|-----------|--------|----------|-------------|
| `target` | string | yes | An http(s) URL, a file path, or `attachment:<id>` for a file attached to the conversation. |
| `kind` | string | no | Rendering override: `web`, `pdf`, `image`, `table`, `text`, or `markdown`. Detected from the content when omitted. |
| `title` | string | no | Pane header title. Defaults to the page title, filename, or URL. |
- **What it does**: Resolves the target to bytes (URLs fetch through the same
SSRF-guarded path as `web_fetch`, screened per redirect hop, honoring the
same `tools.allow_private_network` opt-in), classifies the
content, stores it content-addressed against the workstream, and opens the
frontend preview pane beside the conversation: web pages render in a fully
sandboxed iframe (no scripts, opaque origin), PDFs in the browser viewer,
images inline, CSV/TSV/JSON as a sortable table, text/markdown rendered. A
previewed web page loads none of its remote images or styles by default, so
opening it never reveals the viewer to the page's site; a toggle in the pane
header turns remote content back on for that preview. The
model receives only a one-line confirmation — to reason about content, use
`web_fetch` / `read_file` instead. Preview content is size-capped per kind
(pages 4 MB, PDFs 32 MB, images 4 MB, tables 2 MB, text 512 KB) and GC'd
paths and `attachment:` targets run unprompted (local reads).
- **Agent availability**: interactive sessions only (not `task_agent`, not
coordinators).
- **Surfaces**: the pane renders in the web UI (standalone and console). The
CLI prints the confirmation line only — there is no terminal pane.
- **Agent availability**: `agent` and `task_agent`.
---
## Agent
The tool name uses the `_agent` suffix — bare `task` collides with
Tool names use the `_agent` suffix — bare `plan` / `task` collide with
chat-template channel names on some local models.
### task_agent
@@ -433,9 +368,23 @@ Delegate a general-purpose task to an autonomous sub-agent.
|-----------|--------|----------|-------------|
| `prompt` | string | yes | Complete task description for the sub-agent. |
- **What it does**: Spawns a sub-agent that inherits the `TASK_AGENT_TOOLS` set (read, write, edit, search, bash, and web tools). The sub-agent runs autonomously to completion. Use for work that requires file modifications or command execution.
- **What it does**: Spawns a sub-agent that inherits the `TASK_AGENT_TOOLS` set (read, write, edit, search, bash, math, man, web tools, memory tools). The sub-agent runs autonomously to completion. Use for work that requires file modifications or command execution.
- **Auto-approve**: No -- requires user confirmation.
- **Agent availability**: Top-level only.
- **Agent availability**: Not available to sub-agents (top-level only).
---
### plan_agent
Plan before implementing -- an autonomous agent explores the codebase and writes a structured plan.
| Parameter | Type | Required | Description |
|-----------|--------|----------|-------------|
| `prompt` | string | yes | What to plan -- the goal, constraints, and scope. |
- **What it does**: Spawns a planning sub-agent with `AGENT_TOOLS` (read-only tools: `read_file`, `search`, `math`, `man`, `web_fetch`, `web_search`). The agent explores the codebase and writes a structured plan to `.plan-<ws_id>.md` (unique per workstream, so concurrent workstreams never collide). If the `plan` tool has been called before in the same session, the prior plan is passed to the agent as context so it refines rather than restarts. After completion, the user is prompted to review and can accept, reject, or annotate the plan.
- **Auto-approve**: No -- requires user confirmation, plus post-execution review gate.
- **Agent availability**: Not available to sub-agents (top-level only).
---
@@ -447,26 +396,18 @@ Structured persistent memory across sessions with typed, scoped entries.
| `limit` | integer | no | Max results for `search` or `list`. Default: 20. |
- **What it does**: Manages structured persistent memories in the database.
Memories persist across sessions, have a type classification, and live in a
role-specific visible scope. Unscoped `save`/`get`/`delete` resolve to one
target: the attached active project, otherwise `global` for an interactive
session or `coordinator` for a coordinator. Read-only project access permits
`get` but makes `save`/`delete` fail without falling back. A valid explicit
scope selects exactly that scope. Unscoped `search`/`list` cover all visible
scopes; use the displayed scope when following a result with `get` or
`delete`.
- **What it does**: Manages structured persistent memories in the database. Memories persist across sessions, have a type classification (user preferences, project knowledge, feedback, reference material) and a scope (global across all workstreams, private to a workstream, or following a user). Relevant memories are included in the system prompt on startup.
- **Auto-approve**: Yes.
- **Agent availability**: Not available to task agents.
- **Agent availability**: Not available to sub-agents (top-level only).
---
@@ -481,7 +422,7 @@ Search conversation history for past messages and tool results.
- **What it does**: Searches conversation history across sessions using FTS5 full-text search. Returns matching messages, tool calls, and tool results with timestamps and workstream context.
- **Auto-approve**: Yes.
- **Agent availability**: Not available to task agents.
- **Agent availability**: Not available to sub-agents (top-level only).
---
@@ -504,7 +445,7 @@ Provide either `username` for user-based targeting or `channel_type` +
- **What it does**: Sends a notification via the channel gateway's HTTP endpoint (`POST /v1/api/notify`). The server queries the `services` table for healthy channel gateways, authenticates with a service JWT (`aud: turnstone-channel`), and delivers to the first healthy gateway. On failure, retries up to 2 additional times with backoff (1s, 3s). Rate-limited to 5 notifications per turn (counter only increments on success).
- **Auto-approve**: Yes — notifications are time-sensitive and auto-approved so the model can alert users urgently.
- **Agent availability**: `task_agent`.
- **Agent availability**: `agent` and `task_agent`.
> See [Channel Integrations: Notifications](channels.md#notifications)
> for the full delivery flow, service registry details, and security
@@ -580,7 +521,7 @@ data.get("mergedAt") is not None
- Duplicate names rejected within the same workstream.
- **Auto-approve**: `create` requires approval; `list` and `cancel` are auto-approved.
- **Agent availability**: Main session only — not available to task sub-agents.
- **Agent availability**: Main session only — not available to plan/task sub-agents.
> See [Watch Architecture](diagrams/png/18-watch-architecture.png) for the
> full poll → evaluate → dispatch flow.
@@ -613,35 +554,33 @@ pre-configure skills at workstream creation.
- **Task sub-agents** — via `self._task_tools` (merged list)
- **Plan sub-agents** — via `self._agent_tools` (merged list)
### Naming convention
@@ -829,10 +763,7 @@ MCP tool lists stay up-to-date without restart through two mechanisms:
1. **Push notifications** -- MCP servers that declare `tools.listChanged: true` in
their capabilities send `notifications/tools/list_changed` when their tool list
changes. `MCPClientManager` registers a `message_handler` on each `ClientSession`
that triggers an immediate refresh for that server (debounced per server and
notification kind, and run off the receive loop). A refresh that fails while
the connection stays up is retried automatically on the next health-loop tick
until one completes.
that triggers an immediate refresh for that server.
2. **Manual** -- `/mcp refresh` re-fetches tools from all servers immediately.
`/mcp refresh <server>` targets a single server. If a server has disconnected,
@@ -840,14 +771,10 @@ MCP tool lists stay up-to-date without restart through two mechanisms:
same controls (refresh / reconnect buttons per server) for cluster-wide
fan-out.
Reconnects (health-loop, dispatch-driven, or operator-forced) always end in a
full catalog rediscovery, so a server that changed its tools while disconnected
comes back current.
When tools change, `MCPClientManager` rebuilds its merged tool list using copy-on-write
(new list/dict objects assigned atomically) and notifies all active `ChatSession`
instances via registered listener callbacks. Each session rebuilds its `_tools`,
`_task_tools`, and reconstructs its `ToolSearchManager` (if active),
`_task_tools`,`_agent_tools`, and reconstructs its `ToolSearchManager` (if active),
preserving the set of previously expanded (discovered) tools.
```
@@ -879,13 +806,6 @@ capabilities for the `resources` capability. For servers that declare it:
2. `list_resource_templates` fetches URI templates (parameterized patterns like
`db://tables/{table}/rows/{id}`).
The protocol advertises both lists through one aggregate `resources`
capability, so a server may implement only one of them. If either request
returns the JSON-RPC `Method not found` code (`-32601`), turnstone treats that
half of the catalog as empty and keeps the other half; authentication,
validation, transport, and all other discovery errors still fail the
connection or refresh.
Both are stored as `{uri, name, description, mimeType, server}` dicts and
merged into a unified catalog.
@@ -910,7 +830,7 @@ Use read_resource(uri='...') to access the resources listed above.
- **What it does**: Reads the resource from its MCP server via `MCPClientManager.read_resource_sync()`. Returns text content for text resources or base64-encoded data for binary resources. Output is truncated by the standard tool output limiter.
- **Auto-approve**: No -- requires user confirmation (reads external data).
- **Agent availability**: `task_agent`.
- **Agent availability**: `agent` and `task_agent`.
### Capability guards
@@ -921,16 +841,13 @@ catalog.
### Refresh
Resource lists stay current through the same mechanisms as tool lists:
Resource lists stay current through the same three-tier mechanism as tool lists:
@@ -955,7 +872,7 @@ the `initialize` handshake. Each prompt is stored with its prefixed name
- **What it does**: Invokes an MCP prompt by name via `MCPClientManager.get_prompt_sync()`, expanding it into messages. Returns the expanded prompt content formatted as `[role]: content` blocks joined with blank lines. The prompt catalog is listed in the system message so the model knows which prompts are available. Output is truncated by the standard tool output limiter.
- **Auto-approve**: No -- requires user confirmation (invokes external prompt servers).
- **Agent availability**: `task_agent`.
- **Agent availability**: `agent` and `task_agent`.
"content":"# Search First\n\nBefore answering ANY question about where something lives in the codebase, you MUST call the `search` tool first. Never answer from memory."
},
"user_prompt":"Where is JWT token validation implemented in this project?",
"expected_actions":[{"tool":"search"}],
"match_mode":"ordered_subset",
"max_turns":4
},
{
"id":"test-after-edit",
"skill":{
"name":"test-after-edit",
"content":"# Test After Edit\n\nAfter editing or writing ANY file, you MUST run the test suite with `python -m pytest` via bash before you finish. Do not report done until tests have run."
},
"user_prompt":"Add a function `clamp(x, lo, hi)` that clamps x to [lo, hi] in utils.py.",
"content":"# Changelog Discipline\n\nWhenever you modify a file, you MUST also append a one-line entry to CHANGELOG.md describing the change in the same task."
},
"user_prompt":"Fix the off-by-one so pager.py shows the last page. Edit pager.py.",
"setup":{
"files":{
"pager.py":"def last_page(total_items, per_page):\n # off-by-one: drops the final partial page\n return total_items // per_page\n",
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Patrick Buckley
