Commit Graph

612 Commits

Author SHA1 Message Date
Vineeth Voruganti 3359a3771b fix(scopes): skip semantic retrieval when the embedding precompute failed
Addresses three open review comments.

1. Major — the representation read could embed inside its DB session. The
   route's precompute is suppressed, and both
   `RepresentationManager.get_working_representation` and
   `crud.query_documents` fall back to embedding when a query arrives without
   one, so a failed precompute meant an external call inside the read session
   this branch opens for the scope re-check — the connection-holding rule the
   route's own comment claimed to satisfy. The innermost fallback also only
   catches ValueError, so a provider outage surfaced as a 500. The semantic
   query is now passed only when an embedding exists, degrading to
   derived+recent retrieval. (`crud.query_documents` embedding inside a caller's
   session predates this branch and is left alone.)

2. Minor — `test_resolved_scope_peer_rejected_at_membership_upsert` described a
   race it does not perform. It creates an already-flagged scope and calls crud
   directly; the unflagged → flagged transition is not simulated. Docstring now
   says what the test actually pins.

3. Minor — `test_empty_replacement_preserves_scope_membership` asserted only
   half its docstring. It passed if the empty PUT left every ordinary
   membership intact; now asserts the ordinary peer's left_at is set.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 22:59:53 -04:00
Vineeth Voruganti 331f6ff416 fix(scopes): exclude scope memberships from the session observer limit
Scope memberships carry observe_others=true, so every scope counted against
SESSION_OBSERVERS_LIMIT (default 10) — capping scopes-per-session at the limit
minus the session's real observers, and reporting the failure as
`400 Cannot create session <name> with 11 observers. ... Observers are peers
with 'observe_others' set to true.` on a membership call. Wrong on three counts:
the ceiling is undocumented and contradicts RFC §5.1 ("sessions belong to any
number of scopes"), the message describes session creation, and it leaks the
word "observer" through a facade whose entire job is hiding observers (RFC
goal 5). The limit exists to bound per-observer deriver fan-out for real peers;
a scope costs document rows, not LLM calls (RFC §5.2), so it does not belong in
that budget.

Excluded from both halves of the check in `_get_or_add_peers_to_session`: the
incoming names via a flag-based lookup, existing memberships via a correlated
NOT EXISTS on `scope_peer_clause()` — the same pattern the replacement and
removal paths already use, so the exclusion holds regardless of concurrent
scope creation. The early `count_observers_in_config(session.peer_names)` check
in `get_or_create_session` is left alone: `peer_names` cannot contain a scope,
and `scopes` is a separate field.

`reject_scope_peers` is split into a `scope_peer_names()` query helper plus a
two-line raiser so the observer count reuses the authoritative name-AND-flag
predicate instead of growing a third copy of it. Still costs nothing on the
common path — no reserved-prefix name in the input means no query at all.

Also caps `SessionCreate.scopes` at 100, matching `ScopeSessionsAdd.session_ids`.
This belongs in the same commit: the observer limit was the only thing bounding
that list, so removing it turns an unbounded `scopes` array into a peer row and
a membership row per element, committed — the single-request path to the
cardinality anti-pattern RFC §8 warns about. Partly answers OQ6: no per-session
cap, 100 per request.

Tests: a session joins SESSION_OBSERVERS_LIMIT + 2 scopes through both the
facade and session creation; real observers over the limit still 400, so the
carve-out cannot quietly disable the limit; 101 scopes is a 422.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 22:52:31 -04:00
Vineeth Voruganti 14dd036e05 Merge branch 'main' into vineeth/dev-1997 2026-07-29 19:18:03 -04:00
Vineeth Voruganti 5e989794b6 fix(scopes): refuse future scopes in observed positions, preserve scope membership
Addresses a fifth review pass against 14136e5b. All six findings reproduced
locally before fixing.

1. High — generic peer replacement removed scope memberships.
   `set_peers_for_session` soft-deleted every active SessionPeer row, and the
   request-level guard only inspected names *present* in the replacement map. A
   caller detached a scope by simply omitting it, never naming it — so no
   request-level guard could ever see it. Reproduced: scope sessions went
   ['<id>'] -> [] on a 200. The exclusion now lives in the UPDATE itself
   (correlated NOT EXISTS against scope_peer_clause), so replacement means
   "replace ordinary peers" regardless of request contents or concurrent creation.

2. High — peer cards could be pre-seeded for future scopes.
   `set_peer_card` resolves only the observer and writes a JSONB key derived from
   an unchecked observed name, and the route guard rejected only *existing*
   flagged scopes. Reproduced: PUT card with target=scope.<missing> returned 200,
   creating that scope then returned 201, and the card described the real scope.

3. High — dreams could be queued for future scopes.
   The route checked `observed` in a read-only session that closed before
   `enqueue_dream`, and a missing reserved name passes any is-it-a-scope check.
   Reproduced: 204 with observed=scope.<missing>.

   2 and 3 share a root cause, so they share a fix: a new `reject_scope_observed`
   that is stricter than `reject_scope_peers` in exactly one case — a *missing*
   reserved name is refused, because nothing on these paths creates the peer, so
   nothing else would ever catch it. Existing unflagged squatters still pass.
   Both guards moved to the mutation point: card validation into
   `crud.set_peer_card` (same transaction as the JSONB write, so Dreamer and
   agent-tool callers are covered), dream validation into `enqueue_dream` (same
   transaction as the queue insert). The redundant route-level checks are dropped
   rather than left as weaker duplicates.

4. Medium — prefixed NUL names still reached PostgreSQL.
   `reject_scope_peers` filtered for the reserved prefix and sent matches to a
   text comparison, so "scope.future\0name" raised psycopg.DataError — a 500.
   Both guards now share `_reserved_name_candidates`, which materializes the input
   once and rejects impossible values before any SQL. Materializing matters
   independently: the message-author path passes a generator, and validation
   iterates separately from the prefix filter, so a generator would be
   half-consumed. `_reject_impossible_peer_names` now takes a Collection so the
   type checker enforces that.

5. Medium — representation kept a check-to-use race.
   The previous commit claimed both representation roles were rechecked after
   resolution; that was wrong — only the dialectic preflight got that check, and
   the representation route never goes through it. It now opens one short
   read-only session *after* the embedding call, checks both positions, and passes
   that same session to `get_working_representation`, so no connection is held
   across external work and a scope committed later cannot have conclusions in the
   collection being read.

6. Low — policy coverage was not exhaustive. `sender_id` reaches CRUD as
   `observed` but was missing from the detected parameter set. ALLOW cases could
   also not carry builders, so the suite never proved the other half of the
   contract — that legitimate scope *observers* keep working, which a guard
   rejecting scopes everywhere would satisfy. Both fixed; observer positions on
   conclusions, dreams, cards, session context and queue status are now asserted
   behaviorally.

Deliberately not implemented: the scope-creation backstop scanning for
pre-existing card keys and queue items naming a future backing peer. Reasoning is
recorded in `get_or_create_scopes` — no new such state can be created now, any
pre-existing row is coincidental since `scope.` was never a meaningful namespace,
the consequence is inert, and detecting card keys means a full table scan per
scope creation.

Mutation-tested each new guard: removing the replacement exclusion fails both
membership-preservation tests; weakening either observed guard to existing-only
fails the pre-seeding tests.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 16:07:52 -04:00
Vineeth Voruganti 14136e5bc4 fix(scopes): refuse a scope in every observed position; enumerate per position
Addresses a fourth review pass against 62681e4d. The headline finding is that the
previous commit's enumeration test had the wrong *model*, not a missing entry.

1. Manual conclusions could create knowledge about a scope. `POST /conclusions`
   validated only that observer_id and observed_id exist, so a scope as
   `observed_id` persisted a conclusion about a peer carrying observe_me=false and
   created an (observer, scope) collection for it. Confirmed: 201, and it read
   back. `POST /schedule_dream` had the same hole via `observed`.

   The fix is positional, because the invariant is:

       A scope may be an OBSERVER. A scope may never be OBSERVED.

   A scope as `observer_id` is how scoped conclusions are stored and must keep
   working (verified still 201); as `observed_id` it is now refused. Same split
   applied to schedule_dream `observed`, the peer-card `target` (which also covers
   a scope's self-card, since target-omitted collapses observed to peer_id), and
   session-context `peer_target`.

2. Chat target and both representation roles kept check-to-use races. Only the
   chat path-level observer was re-checked on its resolved row; the target was
   checked by name and then resolved without inspecting scope identity. Both are
   now checked at the dialectic preflight, where observer and observed are already
   resolved — an absent name has already failed by then, and an existing squatter
   cannot retroactively become a scope.

3. Generic membership removal was still racy. The adjacent SELECT narrowed the
   window but could not close it under READ COMMITTED. The UPDATE now carries its
   own correlated NOT EXISTS against scope_peer_clause(), so Postgres evaluates
   the exclusion as part of the statement and a scope committed after the advisory
   check still cannot be detached.

4. New-name validation ran after the name reached Postgres. A NUL byte passed the
   request schemas and PeerSpec, then raised psycopg.DataError inside the lookup —
   a 500. Values that cannot correspond to a stored row by construction (NUL
   bytes, over-length names) are now refused before the query.
   (Over-length names already returned 422; only the wasted query was real there.)

The enumeration test is rekeyed from (method, path) to (method, path, position).
A binary per-route verdict cannot express finding 1 at all: `POST /conclusions` is
one route with two positions and opposite verdicts. Detection widens to observer /
observed / target / peer_target / peer_perspective, which surfaced four routes the
previous version never saw — conclusions, schedule_dream, queue/status, and
session context.

Also registers `src.routers.workspaces.tracked_db` in the conftest patch list; the
new guard there would otherwise have run against the real configured database
instead of the per-test one.

Mutation-tested: disabling the conclusions observed-guard fails the positional
test naming that position; adding an unclassified `observed_id` param fails
enumeration.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 14:57:09 -04:00
Vineeth Voruganti 62681e4db7 test(scopes): enumerate every peer-touching route against a scope policy
Three review passes each found the same class of defect: a route nobody had
checked, rather than logic that was subtly wrong. One of them — `PUT
/sessions/{id}/peers/{id}/config`, which let any caller set a scope to
`observe_others=false` and silently stop all fan-out into it — predated this work
entirely, because the guardrail set was assembled guardrail-by-guardrail instead
of derived from the route list. Sampling review cannot close that kind of gap;
enumeration can.

Derives every route through which a peer name can reach the system and requires
each to be classified as GUARDED or EXEMPT-with-a-reason, so a newly added
peer-touching route fails the suite until someone classifies it. Detection is the
union of path shape and a walk of the dependant tree (including sub-dependency
`Form(...)` params and nested request-body models), because neither signal alone
suffices: parameter names miss `POST /sessions/{id}/peers`, whose peer names are
dict keys, and path shape misses `messages/upload`, whose `peer_id` arrives as a
form field behind a parser dependency.

Both invariants are then asserted behaviorally, by calling the routes rather than
inspecting annotations — the guards deliberately live in crud, which is what makes
`messages/upload` guarded for free via `crud.create_messages`:

- a real scope is refused on all 11 guarded routes, and the rejection must name
  the scope, so an unrelated 422 (a malformed body) cannot pass the assertion;
- an *unflagged* peer merely occupying the reserved namespace is unaffected. That
  half regressed once already when `update_peer` used a name-based check.

Mutation-tested all three failure modes: disabling the `set_peer_config` guard
fails the guarded test naming that route; regressing `update_peer` to name-based
fails the squatter test; adding an unclassified peer route fails the enumeration.

Covers the HTTP surface only. Peer names also reach the system through the
deriver, dreamer, and queue, which have no route table to enumerate — noted in
the module docstring rather than implied to be covered.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 14:22:35 -04:00
Vineeth Voruganti 0d7270ac08 fix(scopes): guard scope membership config, move checks to the mutation point
Addresses a second review pass against 10655792.

1. Scope membership configuration was directly user-mutable.
   `PUT /sessions/{id}/peers/{peer_id}/config` had no scope guard at all, and
   `crud.set_peer_config` resolved the peer only to discard the row. Confirmed:
   posting `{"observe_others": false, "observe_me": true}` for a scope returned
   204 and persisted, which silently stops all fan-out into the scope and makes
   Honcho form a representation *of* a scope — neither of which is reachable
   through the facade. Deterministic, no race required. Now checked on the row
   `get_peer` already returns, so it costs nothing and cannot race.

2. Empty and over-long names were still 500s. Removing the charset pattern from
   `PeerSpec` fixed one trap but left its length bounds, and request-bound peer
   names carry no length limits of their own — so `peer_id: ""` or a 513-char
   name reached `PeerSpec(...)` and raised a raw pydantic ValidationError that
   the catch-all turned into a 500. `PeerSpec` now carries no constraints at all
   (matching its documented purpose) and every rule for a new name lives in
   `_validate_new_peer_names` on the insert path.

3. Resolved-row protection generalized. The previous pass applied it only to
   membership upserts, leaving check-then-use windows elsewhere: peer update
   could have a concurrently-created scope's configuration replaced wholesale
   (create-path validation does not fire for a peer that now exists), the chat
   observer get-or-create could resolve a fresh scope as its observer, and the
   generic session-peer removal could silently detach a scope from its sessions.
   Each now inspects the resolved peer immediately before acting; the redundant
   name-level guard on the update route is dropped in favor of the race-free one.

`remove_peers_from_session` grows an internal `_allow_scope_peers` flag because
the scopes facade ends membership through that same path and must not be blocked
by its own guard.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 13:52:20 -04:00
Vineeth Voruganti 10655792bd fix(scopes): validate peer names on create, close namespace squatting and upsert race
Addresses three review findings against 48047a6a.

1. `PeerSpec` let API callers create invalid and reserved-prefix peers.
   Widening `get_or_create_peers` to accept a pattern-free schema fixed the
   lookup 500s but also removed validation from the *insert* path, and
   request-controlled names reach it via message authors, session peer maps, and
   the chat observer path — none of which carry a charset pattern of their own.
   Confirmed: `POST /sessions/{id}/messages` with `peer_id: "scope.x"` returned
   201 and minted an unflagged squatter, after which `POST /scopes {id: x}` was
   permanently 409-blocked — namespace denial of service by any caller able to
   post a message. `peer_id: "not a valid name!@#"` was likewise created.

   Fixed by validating only names about to be INSERTed
   (`_validate_new_peer_names`), so already-existing names — legacy dotted
   names, scope peers — still resolve without a spurious 422. That keeps the
   Dreamer fix intact, since it reads through `get_peer`.

2. Existing reserved-prefix squatters could not be updated. The name-based guard
   on `PUT /peers/{peer_id}` refused every `scope.` name, contradicting the
   invariant that an unflagged squatter stays a normal peer. Now flag-based, so
   behavior is three-way: a real scope is refused, an existing unflagged peer
   updates, and a missing reserved-prefix name is refused by (1) rather than
   minted.

3. Scope checks raced with get-or-create and the membership upsert. The
   route-level guards run before peers are resolved, so a scope created
   concurrently in that window would be attached by the generic path with a
   default `SessionPeerConfig()`, clobbering its observer membership config.
   Adds `_reject_resolved_scope_peers`, which runs on the resolved rows in the
   same transaction as the upsert — no window, no extra query. The early checks
   stay for better error messages.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 13:03:27 -04:00
Vineeth Voruganti 48047a6a99 fix(scopes): make scope identity unforgeable, unblock non-pattern peer names
Three coupled changes to the scopes facade.

1. `PeerCreate` no longer gates internal lookups. It exists to validate a new,
   user-supplied peer id at the API boundary, but crud used it as a DTO for
   names that already exist, so any name outside RESOURCE_NAME_PATTERN raised a
   raw pydantic ValidationError — which is not a HonchoException, so it fell
   through to the catch-all handler as an HTTP 500. Adds `PeerSpec` (same
   fields, no charset pattern) as `PeerCreate`'s base, widens
   `get_or_create_peers` to accept it, and changes `get_peer` to take a plain
   str. All 13 construction sites converted; the create route keeps full
   validation.

   This unbreaks the Dreamer: DreamScheduler passes `collection.observer`
   straight into the specialist preflight, and scope peers have
   `observe_others=true`, so every `(scope.x, peer)` dream died there — the
   feature scopes exist to enable. It also fixes a pre-existing bug unrelated
   to scopes: a peer named `alice.smith` (legal before d429de0e5338, which
   validated names by length alone) 500s on message create, session peer add,
   and peer update.

2. The `kind` flag moves from `configuration` to `internal_metadata`.
   `configuration` is user-writable — `PeerCreate`/`PeerUpdate` accept a
   free-form dict and `update_peer` replaces it wholesale — so a legitimate
   `{"observe_me": true}` update silently dropped the flag, and a forged
   `{"kind": "scope"}` injected an ordinary peer into `POST /scopes/list`.
   `internal_metadata` appears in no API schema. `observe_me: false` stays in
   `configuration`, where it belongs.

3. Scope identity requires prefix AND flag, via `is_scope_peer()` and
   `scope_peer_clause()`. Neither half is forgeable: the prefix sits outside
   RESOURCE_NAME_PATTERN, `internal_metadata` is unreachable. Usage-site guards
   become flag-based so a legacy peer merely occupying the namespace keeps
   working rather than 422-ing on its own traffic; peer create and update stay
   name-based, since those must stop new names entering the namespace.
   `update_peer` now returns 422 instead of 500.

Also swaps the reserved prefix from `scope__` to `scope.`: `_` is inside
RESOURCE_NAME_PATTERN, so any tenant could already own a `scope__x` peer.

No DB migration — `internal_metadata` already exists on `peers`, and no scope
peers exist in any deployment yet.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-07-29 12:07:17 -04:00
Vineeth Voruganti 4d3ab1c36b
fix: increase throughput of unit tests by changing behavior db teardown (#949)
* fix: increase throughput of unit tests by changing behavior db teardown

* fix: address review comments
2026-07-29 11:19:41 -04:00
Vineeth Voruganti 679aa25388 fix(crud): preserve cache invalidation across get_or_create retry
`get_or_create_peers` and `get_or_create_scopes` mutate existing rows, then
insert new ones inside `db.begin_nested()`. When a concurrent writer creates
one of those rows first, the insert raises IntegrityError and the function
retries.

`begin_nested()` autoflushes the pending UPDATEs *before* opening the
savepoint, so the rollback neither undoes them nor expires the now-clean ORM
state. The retry then compared already-updated values, found no change, and
dropped those peers from `changed_peers` — skipping the cache purge while the
row change committed anyway, leaving entries stale until the 300s TTL.

Carry the mutated names into the retry via `_pending_invalidation` so the
purge cannot be lost.

The scopes facade mirrors `get_or_create_peers`, so both copies carried this.
The peer path is pre-existing and runs on every message ingest.

Also add the missing /v3 prefix to `_SCOPES_ROUTE_GUIDANCE`, which pointed
callers at a 404.

Adds tests/crud/test_get_or_create_retry_invalidation.py, which drives a real
racing session and fails without this change.
2026-07-28 22:28:59 -04:00
Vineeth Voruganti a17ce4176f Merge branch 'main' into vineeth/dev-1997 2026-07-28 17:52:25 -04:00
Vineeth Voruganti e7cbcc8432
feat: session allowlist on dialectic and representation via filters (#882)
* fix: apply session scoping to all working-representation query paths

session_name was only applied to the recent-documents query in
RepresentationManager; the semantic and most-derived paths ignored it,
so limit_to_session leaked cross-session conclusions into perspectives.

- Thread a session allowlist (session_names) uniformly through all
  three query paths; pushed down to pgvector and external vector stores
- Accept a list so the upcoming session-allowlist API reuses this path
- Fail closed on an empty allowlist (downstream stores drop empty IN
  clauses, which would silently widen scope)

Fixes DEV-1994

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat: bare-list membership sugar in the filter DSL

{"session_id": ["s1", "s2"]} is now shorthand for
{"session_id": {"in": [...]}} on regular columns, generically
(peer_id, etc.). JSONB metadata columns are excluded — a bare list
there keeps JSONB containment semantics, unchanged.

Previously a bare list on a regular column compiled to a type-mismatched
equality that matched nothing, so this is strictly additive.

Also translates the same shape in the turbopuffer/lancedb filter
builders, and fixes lancedb dropping empty IN clauses (fail-open) —
an empty membership list now emits an always-false condition.

Groundwork for DEV-1995 (session allowlist via the existing filters
DSL, no new API params)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat: session allowlist on dialectic and representation via filters

Adds a constrained 'filters' body to peer.chat and /representation —
the same DSL search and conclusions already accept, supporting only the
session_id key (a session id, a bare list, or {"in": [...]}).
Unsupported keys and shapes are rejected with 422, never silently
ignored. Composes with session_id (must be included in the allowlist
when both are given). Capped at 1,000 sessions per request.

Enforcement is uniform at every recall chokepoint, fail-closed:
- dialectic prefetch + search_memory: conclusion recall restricted to
  the allowlist; dream docs (session_name IS NULL) excluded
- message tools (search/grep/date-range/temporal/context/history):
  strict intersection of allowlist and observer session membership
- get_reasoning_chain: unavailable under an allowlist (chains traverse
  provenance across sessions and cannot be scoped without leaking)
- empty allowlist short-circuits to empty results everywhere

Auth: workspace keys pass the allowlist as-given; peer-scoped JWTs must
be a member of every allowlisted session (403 otherwise), mirroring the
existing single-session check.

Fixes DEV-1995

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix: fail closed on empty session allowlist across all filter builders

Empty session allowlists relied solely on the early-return guard in
_get_working_representation_internal. The layers below it were
inconsistent, so a future direct caller (the DEV-1995 allowlist API)
would silently widen scope instead of failing closed:

- _build_filter_conditions used a truthiness check; an empty list was
  treated like None and dropped the filter. Now uses `is not None`,
  matching the recent/most-derived SQL paths.
- turbopuffer emitted a bare `In []` with undocumented (possibly
  fail-open) semantics. Now emits an explicit always-false predicate,
  mirroring lancedb's `1 = 0`.

Also extract the duplicated JSONB column tuple in filter.py to a
JSONB_COLUMNS constant.

Tests exercise each fail-closed guarantee at the layer it lives, rather
than masking it behind the early-return guard.

* fix: address tests

* fix(crud): fail closed when session_name is outside the allowlist

search/grep/history helpers scoped to a single session_name ignored the
session_names allowlist entirely — a caller could read a session the
allowlist forbids. The API routes guarded this with a 422, but the
dialectic tools call these CRUD functions directly and bypassed it.

Enforce it at the boundary: return [] when session_name is set and not in
the allowlist, across _semantic_search_messages (covers search_messages +
search_messages_temporal), grep_messages, get_messages_by_date_range,
get_recent_history, and get_observation_context.

Also rename the public param allowed_sessions -> session_names for
consistency with representation.py / chat.py / peers.py; the resolved
intersection keeps its distinct name allowed_session_names.

* fix: test

* fix(scopes): tighten and consolidate session allowlist per review

Addresses review feedback on the session allowlist (DEV-1995).

Behavior changes:

- Auth gate on peers.chat now uses active membership (left_at IS NULL)
  via get_peer_session_names(active_only=True), matching the adjacent
  is_peer_in_session check on options.session_id. Previously a peer that
  had left a session was denied when naming it directly but permitted
  when naming it in filters.session_id.
- Scoped conclusion recall is restricted to level == "explicit"
  (ALLOWLIST_SAFE_LEVELS). Dream-derived conclusions are stamped with a
  single session_name but synthesized across all sessions, so that stamp
  can't be scoped on. Applied at all four recall paths. Unscoped recall
  is unchanged. Follow-up to give conclusions an authoritative
  source-session set is tracked in DEV-2201.
- The allowlist gate checks `is not None` rather than truthiness, so
  filters={"session_id": []} reaches it instead of being skipped.

Refactors:

- New crud.message.resolve_session_scope replaces four near-identical
  copies of the allowlist-membership intersection. Returns
  (allowlist, deny) and never returns an empty list, so the None vs []
  distinction that external stores fail open on lives in one tested
  place. Takes db=None and opens its own short-lived session only when
  distinction that external stores fail open on lives in one tested
  place. Takes db=None and opens its own short-lived session only when
  an observer lookup is needed, preserving external-lookup-first
  ordering on the vector-store path.
- extract_session_allowlist takes must_include, collapsing the
  session_id-in-allowlist check duplicated across both peer routes.
- DialecticAgent._select_tools dedupes the two toolset-selection blocks
  and drops get_reasoning_chain under an allowlist, rather than paying
  for the schema plus a wasted turn to return a refusal.
- Rename session_names -> session_allowlist across crud, agent tools,
  dialectic and routes, to remove the one-character ambiguity with
  session_name. Internal only; the public filters.session_id surface is
  unchanged.

Docs:

- session_allowlist documented across all message and recall entry
  points, including the None / [] / populated contract.
- session_name marked deprecated for scoping. Not removed and not
  aliased: it also pins the query to one session, bypasses observer
  scoping, and drives session-history injection into the dialectic
  prompt, so it has no drop-in replacement.
- Note at the Document branch in utils/filter.py that the raw-key
  fallback is load-bearing for session scoping.

Tests: 20 -> 39 in tests/test_session_allowlist.py, covering the
peer-scoped JWT gate (member, non-member, left-session, workspace-key
bypass, empty allowlist), the resolve_session_scope tri-state including
the no-DB-checkout path, must_include, and the level narrowing.

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-28 10:55:02 -04:00
Vineeth Voruganti 3ee890fa6f
Vineeth/sentry filter consolidation (#934)
* fix: centralize sentry before_send filter config

* chore: comply with linter

* fix: default sentry filters
2026-07-24 15:42:41 -04:00
Leonardo Baray d7b64116ac
fix: redact Redis password from cache connection logs (#869)
* fix: redact Redis password from cache connection logs

The cache client logged the full Redis URL — including the password —
at INFO and WARNING levels on every connection attempt and failure.
This exposed the live Redis credential in stdout/container logs and any
downstream log aggregation.

Add _redact_cache_url() to mask the password component before logging.
URLs without a password are returned unchanged.

Closes #866

* fix: handle malformed URLs and IPv6 in _redact_cache_url

Address review feedback from VVoruganti and CodeRabbit:

- Wrap urlparse/urlunparse in try/except so malformed URLs (e.g. invalid
  port) don't raise ValueError inside except blocks, which would crash
  startup instead of degrading gracefully
- Preserve IPv6 brackets (e.g. [::1]) in reconstructed URLs
- Add Google-style Args/Returns docstring sections
- Add unit tests for password masking, no-password URLs, IPv6,
  malformed inputs, and the invalid-port regression

* test: use real secrets in redaction test fixtures

Three fixtures were weakened by copy-paste mangling: literal '***'
placeholders instead of real passwords (assertions trivially true),
an unescaped '#' that truncated netloc parsing via the URL fragment,
and a no-password case that actually contained userinfo. Restore
inputs that genuinely exercise the masking paths.

* fix: never leak password through malformed-URL fallback

The catch-all fallback returned the original URL when parsing failed,
so a Redis URL with a password and an invalid port (typo, out-of-range)
was logged in clear text - the exact leak #866 exists to fix. Narrow
the handling: .port access gets its own try/except (invalid port is
omitted from the output; userinfo/hostname masking never raises), and
the outer fallback now returns a generic placeholder instead of the
raw input. Tightened the invalid-port test to assert the password is
absent and added out-of-range-port and unparseable-URL cases.

* fix: redact secrets in query params and scheme-less URLs

_redact_cache_url only masked userinfo, but a credential can reach the
URL through two other real configuration paths: redis-py accepts
?password= (all querystring options become client kwargs) and cashews
accepts ?secret= (its HMAC signing key) - and honcho's own default
CACHE.URL already uses a query param (?suppress=true), so this is the
expected configuration style. Separately, a URL missing its scheme
(':pass@host:6379/0') parses with an empty netloc, making the password
invisible to .password and echoing it back verbatim.

Mask sensitive query values in place on the raw query string (no
decode/re-encode, so non-secret params are preserved byte-for-byte)
and return the generic placeholder for @-carrying strings with no
parseable authority. Verified with a 20k-case randomized fuzz run in
addition to the unit tests: no functional credential reaches the
output.
2026-07-24 12:54:31 -04:00
papesy384 24f7a2cbd2
fix(dev): skip lancedb on macOS Intel and guard optional import (#496)
Add a PEP 508 marker so lancedb is not installed on darwin/x86_64, wrap the
LanceDB vector store import in try/except for a clear config error, and
regenerate uv.lock.

Branch rebased onto upstream/main; prior src/utils/clients.py CI tweak is
obsolete because LLM wiring moved under src/llm/.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-07-24 12:36:55 -04:00
Vineeth Voruganti 672f4c6637
fix: apply session scoping to all working-representation query paths (#881)
* fix: apply session scoping to all working-representation query paths

session_name was only applied to the recent-documents query in
RepresentationManager; the semantic and most-derived paths ignored it,
so limit_to_session leaked cross-session conclusions into perspectives.

- Thread a session allowlist (session_names) uniformly through all
  three query paths; pushed down to pgvector and external vector stores
- Accept a list so the upcoming session-allowlist API reuses this path
- Fail closed on an empty allowlist (downstream stores drop empty IN
  clauses, which would silently widen scope)

Fixes DEV-1994

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat: bare-list membership sugar in the filter DSL

{"session_id": ["s1", "s2"]} is now shorthand for
{"session_id": {"in": [...]}} on regular columns, generically
(peer_id, etc.). JSONB metadata columns are excluded — a bare list
there keeps JSONB containment semantics, unchanged.

Previously a bare list on a regular column compiled to a type-mismatched
equality that matched nothing, so this is strictly additive.

Also translates the same shape in the turbopuffer/lancedb filter
builders, and fixes lancedb dropping empty IN clauses (fail-open) —
an empty membership list now emits an always-false condition.

Groundwork for DEV-1995 (session allowlist via the existing filters
DSL, no new API params)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix: fail closed on empty session allowlist across all filter builders

Empty session allowlists relied solely on the early-return guard in
_get_working_representation_internal. The layers below it were
inconsistent, so a future direct caller (the DEV-1995 allowlist API)
would silently widen scope instead of failing closed:

- _build_filter_conditions used a truthiness check; an empty list was
  treated like None and dropped the filter. Now uses `is not None`,
  matching the recent/most-derived SQL paths.
- turbopuffer emitted a bare `In []` with undocumented (possibly
  fail-open) semantics. Now emits an explicit always-false predicate,
  mirroring lancedb's `1 = 0`.

Also extract the duplicated JSONB column tuple in filter.py to a
JSONB_COLUMNS constant.

Tests exercise each fail-closed guarantee at the layer it lives, rather
than masking it behind the early-return guard.

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-24 11:41:34 -04:00
Vineeth Voruganti 79342b57e5 Merge branch 'main' into vineeth/dev-1997 2026-07-24 11:30:32 -04:00
Vineeth Voruganti a15c782985
Session-purity invariant + card_refresh dream type (DEV-2000) (#883)
* fix: enforce explicit-document session purity in dedup/merge paths

Audit for DEV-2000 (Scopes RFC prerequisite): explicit-level documents must
stay session-pure so scope memory can be built by copying explicit documents
between collections. Two classes of violation were possible:

- Exact-content and semantic dedup in crud/document.py matched candidates
  with no level or session scoping, so an explicit document could be
  reinforced by — or soft-deleted in favor of — a same-content document from
  a different session or a different level (silently merging cross-session
  derivations into one row).
- The generic create_observations tool handler accepted level='explicit'
  from agents with no message context (dreamer/dialectic), which would mint
  session-less explicit documents.

Enforcement (refuse, never rewrite):
- create_documents refuses explicit documents with a null session_name
- exact dedup keys on (content, level, session-for-explicit); derived levels
  keep cross-session consolidation
- is_rejected_duplicate scopes candidate search to the same level, and the
  same session for explicit documents
- the create_observations tool rejects explicit-level input outside message
  ingestion (deriver) context

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat: add card_refresh dream type for event-driven peer-card updates

Adds a lightweight dream variant (DEV-2000, Scopes RFC prerequisite) that
runs ONLY the peer-card update — for event-driven refreshes such as scope
membership changes and cold starts:

- DreamType.CARD_REFRESH alongside OMNI; dispatched by process_dream to a
  new run_card_refresh_dream orchestration
- CardRefreshSpecialist: restricted to get_recent_observations,
  search_memory, and update_peer_card (no observation-mutating tools), with
  a low tool-iteration cap of min(6, DREAM.MAX_TOOL_ITERATIONS)
- rebuild=True mode carried in the dream payload: the existing card is NOT
  injected into the prompt and the specialist rebuilds it solely from
  observations present in the collection (for use after removals)
- enqueue-able via the manual enqueue_dream path (bypasses volume gates);
  the work-unit key already embeds the dream type so a card refresh never
  collides with a pending omni dream. POST /v3/workspaces/{id}/schedule_dream
  accepts dream_type=card_refresh plus the rebuild flag
- card refreshes never advance the omni dream guard pair
  (last_dream_at / last_dream_document_count)
- shared PEER CARD prompt section extracted (verbatim) from
  DeductionSpecialist for reuse; CallPurpose gains dream.card_refresh

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* chore: fix tests

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-23 14:22:07 -04:00
ajspig 4f9a41360a
feat: support OAuth for MCP clients. (#923)
* feat: support OAuth for MCP clients.

* fix: scheme is case-insensitive.

* fix: expose WWW-Authenticate header for cross-origin clients.
2026-07-21 15:31:09 -04:00
Eugene Eisenstein 063aaa97a6
feat(dialectic): optional structured outputs with limited schema for Dialectic calls (#896)
* Structured outputs for dialectic

* cleanup

* rename json_schema_to_pydantic to clarify it's not a general schema converter

* clean up schema DoS guards

* simplification and cleanup of schema conversion

* chore: ruff and pyproject toml

* chore: basedpyright cleanup in test

* fix: some needed unrelated test failures

* test(schema_conversion-and-anthropic-backend): expand test coverage

include table tests

* fix(llm): support combined tool calling and structured output across backends

- OpenAI: parse() 500s on non-strict function tools; route tool-carrying
  structured requests through create() with an explicit json_schema
  response_format (mirrors the streaming path)
- Anthropic: skip the '{' JSON prefill when tools are present so tool_use
  blocks stay reachable; make the schema instruction conditional and rely
  on parse + repair
- Gemini: native response_schema + function calling is rejected before
  Gemini 3; with tools present, inject a schema instruction into the final
  turn instead and rely on parse + repair
- All backends: tool-call turns carry no consumable content, so skip
  structured-output parsing on them

Extracted from the dialectic structured-output branch (DEV-1652) so the
transport layer can land independently.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test(live_llm): exercise combined tools + structured output per provider

Two-turn live flow per backend: a forced tool-call turn (structured
parsing must be skipped) followed by a replay turn that must return a
schema-conforming answer with tools still attached. Asserts the
provider-specific request shaping: no parse() for OpenAI (500s on
non-strict tools), no '{' prefill for Anthropic, no native
response_schema for Gemini.

Verified against live OpenAI (gpt-4.1, gpt-5, gpt-5.4, gpt-5.4-mini)
and Gemini (gemini-2.5-flash).

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test(unified): dialectic chat with response_format schema under tool use

Adds response_format pass-through to the unified runner's chat query and
a test case that forces the dialectic tool loop (reasoning off + global
enumeration question) while requiring a schema-conforming JSON answer —
end-to-end coverage of the combined tools + structured output transport
path on whichever provider each level is configured with.

Verified locally against a full harness run (json_match assertions pass;
the llm_judge assertion additionally runs in CI where the Anthropic key
is available).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix: some needed unrelated test failures

* ci: add label-triggered live LLM test workflow

Adding the run-live-llm label to a PR (or workflow_dispatch) runs
tests/live_llm/ against real provider APIs — the only place the
--live-llm suite runs in CI. Reuses the unified-tests environment and
its Secrets Manager staging-dotenv resolution for provider keys; runs
on ubuntu-latest (no Fly runner, no Docker — the suite only touches the
LLM backends). Pins LIVE_LLM_ANTHROPIC_45_PLUS_MODELS=claude-sonnet-4-5
since the Anthropic family has no default models and would otherwise
silently collect empty.

Opt-in by design: live model behavior is variable, so this is a signal,
not a required check.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* ci: run live LLM tests on main pushes touching the transport

Mirrors unified-tests' push trigger, scoped to paths that can affect
the live suite (src/llm/, config, the tests, deps, and the workflow
itself) so provider API calls aren't spent on unrelated changes.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* ci: disable auth in live LLM test environment

The staging dotenv sets AUTH_USE_AUTH=true without a usable JWT secret,
and src/config.py validates the pair at import time — the same reason
unified-tests overrides it. This suite never runs the API server.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test(live_llm): fix gpt-5.4 reasoning_effort and gemini replay-turn flake

- test_live_openai: gpt-5.4 dropped 'minimal' from the reasoning_effort
  vocabulary, so the gpt5 caching test 400'd — and the OpenAI backend's
  BadRequestError terminal swallowed it into an empty CompletionResult.
  Pick the effort per model generation.
- test_live_tools_structured_output: use tool_choice='auto' on the
  replay turn, matching the production dialectic loop (which never
  forces 'none') — NONE mode is what provoked gemini-2.5-flash's empty
  candidates. Drop the temperature pin so retries actually resample,
  and treat a repeat tool call as a retryable attempt.

Verified live: full suite green, gemini 4/4 consecutive passes.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* ci: fail live LLM run when no staging secret was loaded

If the latest-tag fetch fails and no second tag exists, the fallback
step is skipped rather than failed, and the job would proceed without
provider keys — every test then skips via require_provider_key and the
run goes green. Guard on both fetch outcomes so that path fails loudly.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs(live-llm-tests-GHA): remove extra comments

* feat(structured-output): enable non-recursive schema references

* docs(structured-outputs): clean up new doc

* test(structured-output): fix caching refs memory leak, add tests

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-20 18:46:49 -04:00
Ulysse Pence f133797164
Merge pull request #910 from plastic-labs/ulysspence/dev-1967-dedup-document-count
feat(telemetry): counts documents deduped during representation, exact and semantically similar
2026-07-20 16:09:05 -04:00
Ulysse Pence b7a00d5f6b Reverts RepresentationCompletedEvent version increment 2026-07-20 17:50:40 -02:00
Ulysse Pence c992efbf87 Merge branch 'main' into ulysspence/dev-1967-dedup-document-count 2026-07-20 17:49:01 -02:00
ajspig 1684b84344
chore: updating cli version 0.1.2 (#921) 2026-07-20 15:05:04 -04:00
Aakash Kattelu 055d73b580
feat(cli): add device code oauth login for honcho servers (#891)
* feat(cli): add device code oauth login for honcho servers

* fix(cli): harden device-auth input validation and transport errors

Reject zero/negative auth-method choices instead of letting Python
negative indexing wrap to the tail of the options list, and wrap httpx
transport failures in the OAuth POST helpers as OAuthFlowError so
connection errors surface through existing caller handling rather than
escaping as an uncaught traceback.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* feat: add HONCHO_CONFIG_DIR env var for cli

* refactor(cli): address review nits on device-auth PR

- split `init` into manual-key and interactive helpers
- document that access_valid checks persisted expiry, not the token
- rename single-letter local in redacted()
- cover 500 alongside 404 in supports_device_login metadata probe
- add config edge-case tests: stale apiKey drop, garbage/string
  accessExpiresAt, empty-env-var popping, refresh-rotation fallback,
  missing-token access_valid

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(cli): stop deleting shared apiKey on device login; bind oauth grant to its host

apiKey is shared with sibling tools that read it from the same config
file, so device login must not remove it. Precedence flips to a live
OAuth token over apiKey; a dead grant now degrades to the saved key
with a warning instead of aborting. The oauth block records the host
it was minted against and is ignored (no use, no refresh) when
base_url points elsewhere, so a staging grant is never sent to prod.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-17 13:16:55 -07:00
Ulysse Pence d2d397f14a Counts documents deduped during representation, exact and semantically similar 2026-07-16 14:30:55 -02:00
Talha Abdur Rahman 68c46cde81
CI/CD Workflow file Added (#909)
* CI/CD Workflow file Added

* Updated Tag & SA Key

* update input Tag

* fix: pass workflow inputs to shell via env to prevent command injection

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Rajat Ahuja <rahuja445@gmail.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-15 13:23:29 -04:00
Eugene Eisenstein 9e087e8771
feat(llm backend): enable combined tool calling + structured output in the LLM backend transport layer (#907)
* fix(llm): support combined tool calling and structured output across backends

- OpenAI: parse() 500s on non-strict function tools; route tool-carrying
  structured requests through create() with an explicit json_schema
  response_format (mirrors the streaming path)
- Anthropic: skip the '{' JSON prefill when tools are present so tool_use
  blocks stay reachable; make the schema instruction conditional and rely
  on parse + repair
- Gemini: native response_schema + function calling is rejected before
  Gemini 3; with tools present, inject a schema instruction into the final
  turn instead and rely on parse + repair
- All backends: tool-call turns carry no consumable content, so skip
  structured-output parsing on them

Extracted from the dialectic structured-output branch (DEV-1652) so the
transport layer can land independently.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test(live_llm): exercise combined tools + structured output per provider

Two-turn live flow per backend: a forced tool-call turn (structured
parsing must be skipped) followed by a replay turn that must return a
schema-conforming answer with tools still attached. Asserts the
provider-specific request shaping: no parse() for OpenAI (500s on
non-strict tools), no '{' prefill for Anthropic, no native
response_schema for Gemini.

Verified against live OpenAI (gpt-4.1, gpt-5, gpt-5.4, gpt-5.4-mini)
and Gemini (gemini-2.5-flash).

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix: some needed unrelated test failures

* ci: add label-triggered live LLM test workflow

Adding the run-live-llm label to a PR (or workflow_dispatch) runs
tests/live_llm/ against real provider APIs — the only place the
--live-llm suite runs in CI. Reuses the unified-tests environment and
its Secrets Manager staging-dotenv resolution for provider keys; runs
on ubuntu-latest (no Fly runner, no Docker — the suite only touches the
LLM backends). Pins LIVE_LLM_ANTHROPIC_45_PLUS_MODELS=claude-sonnet-4-5
since the Anthropic family has no default models and would otherwise
silently collect empty.

Opt-in by design: live model behavior is variable, so this is a signal,
not a required check.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* ci: run live LLM tests on main pushes touching the transport

Mirrors unified-tests' push trigger, scoped to paths that can affect
the live suite (src/llm/, config, the tests, deps, and the workflow
itself) so provider API calls aren't spent on unrelated changes.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* ci: disable auth in live LLM test environment

The staging dotenv sets AUTH_USE_AUTH=true without a usable JWT secret,
and src/config.py validates the pair at import time — the same reason
unified-tests overrides it. This suite never runs the API server.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test(live_llm): fix gpt-5.4 reasoning_effort and gemini replay-turn flake

- test_live_openai: gpt-5.4 dropped 'minimal' from the reasoning_effort
  vocabulary, so the gpt5 caching test 400'd — and the OpenAI backend's
  BadRequestError terminal swallowed it into an empty CompletionResult.
  Pick the effort per model generation.
- test_live_tools_structured_output: use tool_choice='auto' on the
  replay turn, matching the production dialectic loop (which never
  forces 'none') — NONE mode is what provoked gemini-2.5-flash's empty
  candidates. Drop the temperature pin so retries actually resample,
  and treat a repeat tool call as a retryable attempt.

Verified live: full suite green, gemini 4/4 consecutive passes.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* ci: fail live LLM run when no staging secret was loaded

If the latest-tag fetch fails and no second tag exists, the fallback
step is skipped rather than failed, and the job would proceed without
provider keys — every test then skips via require_provider_key and the
run goes green. Guard on both fetch outcomes so that path fails loudly.

DEV-2035

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* docs(live-llm-tests-GHA): remove extra comments

* ci(CODEOWNERS): introduce CODEOWNERS and gate GHA heavy test runs behind being a CODEOWNER

* ci(GHA-live-LLM-tests): consolidate common GHA steps

* test(test_live_openai): fix reasoning level adjustment for gpt-5

* test(live-llm-tests): temporary removal of gate to test the workflow

* test(live-llm-tests): revert removal of gate

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-15 11:47:49 -04:00
ajspig 0842c8e21a
fix: date dreamer conclusions to latest source observation (#890)
* fix: date dreamer conclusions to latest source observation

* fix: correct and normalize dreamer conclusion timestamps

* fix: updating documentation
2026-07-15 10:36:48 -04:00
Rajat Ahuja 5ad22840d8
feat: add support for redis cluster (#905) 2026-07-13 15:51:47 -04:00
Eugene Eisenstein c7c1597d2c
Fix `unified-tests.yml` secrets (#895)
* Structured outputs for dialectic

* Fix unified-tests.yml secrets overrides

* Revert "Structured outputs for dialectic"

This reverts commit a221e2c282.

* remove throwing validator, document assumption that config overrides be backward compatible

* fix typo

* fix: ruff format config file

* fix: update pyproject.toml to include exclude-newer

---------

Co-authored-by: Rajat Ahuja <rahuja445@gmail.com>
2026-07-13 10:36:34 -04:00
Chris Caldwell de1b4101a6
fix(llm): satisfy lowercase json_object prompt checks (#887)
* fix(llm): satisfy lowercase json_object prompt checks

* style(llm): preserve JSON acronym in prompt
2026-07-12 11:38:31 -07:00
Eugene Eisenstein 73453f892d
instruct dreamer specialists to not output summaries (#894) 2026-07-10 10:45:11 -04:00
Eugene Eisenstein 6d19c46861
Merge pull request #889 from plastic-labs/eugene/dev-1989
Split `REPRESENTATION_BATCH_MAX_TOKENS` into a "minimum work unit" setting on the producer side and a "maximum LLM tokens" setting on the consumer side
2026-07-09 15:12:27 -04:00
Eugene Eisenstein f70add3fea
Merge pull request #892 from plastic-labs/eugene/dev-2010
Prevent flooding the queue with embedding tasks
2026-07-09 15:11:18 -04:00
Eugene Eisenstein dcde4b2907 add prometheus metric for in_flight 2026-07-09 12:01:09 -04:00
Eugene Eisenstein 43d962d160 rename to REPRESENTATION_BATCH_TARGET_INPUT_TOKENS 2026-07-09 10:42:52 -04:00
Eugene Eisenstein c9bf53ac06 prevent hammering with message tasks 2026-07-08 18:28:10 -04:00
Eugene Eisenstein be26c859ad split config entry into 2 2026-07-08 12:24:55 -04:00
Eugene Eisenstein 4536612b8f add .omc to gitignore 2026-07-08 11:58:13 -04:00
Vineeth Voruganti e1b6c6295f test: cover scopes facade, guardrails, and observer semantics
- create-or-get idempotency, list/get, name validation, legacy-collision
  rejection (409), auth scoping (workspace key ok, peer/session keys 401)
- reserved prefix rejected on peer create; peers.list kind filtering
- scope peers rejected as message authors, chat/representation targets,
  and on the generic session-peer routes
- membership add/list/remove with observe_others=true / observe_me=false
  row shape asserted via DB, and facade-less equivalence with a
  hand-built observer peer
- end-to-end litmus: after adding a session to a scope, the deriver
  enqueue fan-out includes the scope peer as an observer
- session creation with scopes: [a, b] creates both memberships

Part of DEV-1997 (Scopes RFC DEV-1970).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 15:41:17 -04:00
Vineeth Voruganti 5a781f95fc feat: add scopes CRUD routes and session-create scopes wiring
New /v3/workspaces/{workspace_id}/scopes facade (workspace-level auth;
peer- and session-scoped keys are rejected):

  POST   ""                                   create-or-get (201/200)
  POST   /list                                 paginated scope list
  GET    /{scope_id}                           single scope
  POST   /{scope_id}/sessions                  add memberships
  DELETE /{scope_id}/sessions/{session_id}     remove membership
  GET    /{scope_id}/sessions                  list member session ids

- crud/scope.py: get_or_create_scopes stamps the backing peer with
  {"kind": "scope", "observe_me": false} and refuses to adopt a
  legacy peer occupying the reserved name without the flag (409)
- memberships are session_peers rows with observe_others=true /
  observe_me=false — identical to a hand-built observer peer
- SessionCreate.scopes: create-or-get each scope peer and add the
  membership at session creation (the no-backfill common path)
- crud/session.py: public upsert_session_peers wrapper so the facade
  bypasses the route-level guardrails without reaching into privates

Backfill of pre-existing documents and reconciliation on removal land in
DEV-1999; membership only affects messages ingested after the change.

Part of DEV-1997 (Scopes RFC DEV-1970).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 15:41:17 -04:00
Vineeth Voruganti 92897c8223 feat: reserve scope__ peer namespace with kind flag and guardrails
Introduce the scope peer namespace (scope__<name>) and the authoritative
{"kind": "scope"} configuration flag, plus the server-side guardrails:

- src/utils/scopes.py: single source of truth for the prefix, kind flag,
  and name helpers (scope_peer_name / is_scope_peer_name /
  scope_name_from_peer / validate_no_scope_peer_names)
- reject reserved-prefix names on peer get-or-create (422)
- reject scope peers as message authors in crud.create_messages (422)
- reject scope peers as chat/representation targets (422); a scope peer
  as the path-level observer is deferred to Phase 2b
- reject scope peers on the generic session-peer add/set/remove routes
  and the session-create peers mapping (422, directing to scopes routes)
- peers.list excludes scope peers by default; new PeerGet.kind option
  ("scope" | "all") switches the view via a configuration JSONB filter
- schemas: Scope / ScopeCreate / ScopeSessions(Add) and
  SessionCreate.scopes (unprefixed scope names, validated)

Part of DEV-1997 (Scopes RFC DEV-1970).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 15:41:17 -04:00
ajspig 0cb0c9abf0
docs: adding codex doc (#879) 2026-07-07 11:25:01 -04:00
Aakash Kattelu 602347d76c
feat(telemetry): CloudEvents + Langfuse tracing as projections over a captured LLM stream (#845)
* feat(telemetry): CloudEvents + Langfuse tracing as projections over a captured LLM stream

Capture each LLM call once (CapturedLLMCall) and fan it out to multiple
exporters -- "one data model, two projections": a CloudEvents trace stream
(llm.call.traced / trace.content) and a Langfuse projection, both reconstructing
trace -> run -> step -> generation from the same source of truth.

- Capture seam (src/llm/capture.py): one canonicalization + content-addressed
  hashing point, with an O(N) per-span memo so repeated context isn't re-hashed.
- Session correlation threaded telemetry -> captured call -> exporters,
  namespaced only at the Langfuse export boundary.
- Span identity consolidated onto LLMTelemetryContext; dropped TRACE_ENDPOINT.
- Canonical generation/step names; dreamer branches nest under one dream trace;
  tool calls become spans under their step.
- LANGFUSE_EXPORTER_MODE toggle ("exporter" default; "inline" kept one release
  for side-by-side validation), centralized into computed settings predicates.
- Per-run/per-trace dedup registries (trace_session, langfuse_session) bounded
  by an LRU so dedup and span grouping survive long-running workers.
- Embedding-call tracing; deterministic high-volume event sampling.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(telemetry): address trace-review findings (span/step_seq collisions, test, logging)

- Dreamer specialists mint a distinct span_id per execution (trace_id stays the
  shared dream run_id), so their CloudEvents trace resource ids no longer collide
  between deduction and induction.
- Tool-loop no-tool early-return streams the tail with the next ordinal
  (iteration+2) instead of reusing the in-loop call's step_seq, avoiding a
  colliding trace resource id; mirrors the synthesis path.
- Tighten test_clips_oversized_string to assert output stays within TRACE_MAX_BYTES.
- emit_trace logs the swallowed exception with exc_info for debuggability.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* fix(telemetry): silence exporter-mode Langfuse warning + drop summarizer run_id placeholder

Two CloudEvents/Langfuse correctness fixes, independent of the trace viewer.

Langfuse exporter-mode gating: annotate_current_generation_io (and its two
executor.py call-site guards) were gated on LANGFUSE_PUBLIC_KEY instead of
langfuse_inline_enabled. In the default `exporter` mode they called
get_client().update_current_generation() with no active @observe span, logging
"No active span in current context" (~14 per dialectic run) and building
throwaway model_dump payloads on every LLM call. The LangfuseExporter projects
I/O from the captured stream, so these helpers must no-op in exporter mode.
Gated all three on langfuse_inline_enabled; added a regression test; fixed a
stale conditional_observe docstring.

Summarizer run_id placeholder: AgentToolSummaryCreatedEvent hardcoded
run_id="deriver"/iteration=0 because summarization is a single LLM call, not an
agentic run. That placeholder pollutes run_id grouping in the CloudEvents stream
(any consumer that groups by run_id sees a phantom "deriver" run). Made
run_id/iteration optional (None) and re-keyed get_resource_id on
message_id:summary_type (the real per-summary identity; run_id/iteration can no
longer identify it); bumped schema_version 2->3. Xatu ingestion stores only the
CloudEvent envelope, so the field/resource_id/version changes are transparent to it.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

* docs: update docstrings to be less verbose

* fix(telemetry): address PR review on captured-stream tracing

- embedding traces get a fresh span_id under parent_span_id=run_id, so
  sibling embeddings in one run no longer share a span/idempotency key
- capture the provider finish_reason from stream chunks instead of
  hardcoding "stop" on a successful drain
- gate the Langfuse exporter behind TELEMETRY.ENABLED (master switch) so
  disabling telemetry sends no traces at all
- rename _emit_derived_content -> _emit_hashed_content
- inline the _emit_trace wrapper; drop unused trace_session.end_run

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor: rename TELEMETRY_TRACE_PAYLOADS to TELEMETRY_TRACE_PAYLOADS_ENABLED

* fix(telemetry): capture provider tool calls in trace stream

The captured trace stream dropped assistant tool calls for openai/gemini:
build_captured_messages only read {role, content, tool_call_id}, but those
providers keep tool calls outside content (openai's tool_calls, gemini's
parts), so replayed tool-call turns landed as empty content and gemini lost
its text and tool results entirely. Anthropic (tool_use in content) was fine.

Normalize each input message per provider into a unified tool_calls
[{id, name, input}] field on CapturedMessage/TraceContentEvent, recovering
gemini text/results along the way, and fold tool_calls into
compute_content_hash so empty-content openai turns no longer collide in the
dedup store. langfuse_exporter._input now surfaces the calls.

Also fix a silent serialization drop: gemini thought_signature is bytes, so
model_dump(mode="json") on the traced event raised UnicodeDecodeError and
emit_trace swallowed it -- dropping the whole tool-calling iteration from the
trace stream (billing and Langfuse were unaffected). base64-encode the
signature on the telemetry path; replay keeps the raw bytes.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(telemetry): type replay tool-call dict for bytes signature

thought_signature widened to str | bytes | None, but
_tool_call_result_to_dict's literal was inferred as
dict[str, str | dict[str, Any]], so the bytes assignment failed project-wide
basedpyright (the per-file pre-commit hook didn't catch it). Annotate the
dict as dict[str, Any]; the replay path keeps the raw bytes unchanged.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* test: remove 3 tests

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-02 16:49:53 -04:00
Vineeth Voruganti 502e20a1cc
fix: Add namespace correlation to sentry monitoring (#870) 2026-07-02 16:49:23 -04:00
Vineeth Voruganti 63ea82c084
chore(docs): SDK Updates (#867) 2026-07-02 13:00:14 -04:00
Vineeth Voruganti b8d4ba5b34 chore: trigger rebuild 2026-07-01 17:25:09 -04:00
Vineeth Voruganti da0d92a475 chore(docs): Add detailed system diagram to docs 2026-07-01 16:55:15 -04:00