Commit Graph

15 Commits

Author SHA1 Message Date
Vineeth Voruganti 9379c634ed
feat: scope backfill-by-copy and removal reconciliation jobs (#904)
* 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>

* 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>

* 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>

* 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>

* feat: scope backfill-by-copy and removal reconciliation jobs

Retroactive scope membership changes (DEV-1999):

- New queue task types scope_backfill / scope_removal with payloads,
  work-unit keys ({task}:{workspace}:{scope_peer}:{session}), deduped
  enqueue (mirrors enqueue_dream), and consumer dispatch.
- Backfill copies a session's explicit documents from each sender's
  global (P, P) collection into the scope's (scope_peer, P) collection
  with internal_metadata.copied_from as the idempotency marker;
  soft-deleted copies from an earlier removal are restored, so
  add -> remove -> re-add converges on exactly one live copy. Completion
  enqueues one manual omni dream per touched collection.
- Removal soft-deletes the session's explicit documents in the scope's
  collections and cascades (fail-closed, transitively) to derived
  documents whose source_ids intersect anything removed, deletes the
  vectors from the external store, then enqueues a card_refresh dream
  with rebuild=True plus a manual omni dream per touched collection.
- Zero LLM re-derivation: explicit documents are session-pure (DEV-2000
  invariant); the only external call is re-embedding rows whose
  embedding column is NULL (external-store deployments).
- Per-session job status lives in the scope peer's internal_metadata
  under backfill_status, written via single-statement JSONB merges
  (concurrent-writer safe) and surfaced at
  GET /v3/workspaces/{w}/scopes/{scope_id}/status.
- Enqueued from the scopes add-sessions route and SessionCreate.scopes
  handling, only when the session already has messages.

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

* test: add scope backfill/removal test coverage, fix backfill status JSONB bug

Adds tests/deriver/test_scope_backfill.py covering the DEV-1999 scope
backfill-by-copy and removal reconciliation jobs implemented in a prior
commit: explicit-doc copying, copied_from idempotency (including
add->remove->re-add), multi-peer collection routing, removal cascade to
dependent derived docs, dream enqueues (manual omni on backfill;
card_refresh rebuild + omni on removal), the status route, and add-sessions
route wiring (backfill enqueued only when the session already has messages).

Fixes a real production bug surfaced by these tests: update_scope_backfill_status
passed json.dumps()'d strings through SQLAlchemy cast(..., JSONB), which
double-encodes (psycopg re-serializes the already-JSON string), producing a
JSONB string scalar instead of an object. Postgres's `||` between two
non-array jsonb scalars doesn't merge — it silently wraps both into a
2-element array, corrupting backfill_status into a list. This crashed
clear_scope_backfill_status's `#-` path delete (called on every removal)
with "path element is not an integer" once a session had ever completed a
backfill. Fixed by passing raw Python dicts to cast() instead, mirroring the
working pattern already used in update_collection_internal_metadata.

Also adds src.deriver.scope_backfill.tracked_db to conftest's tracked_db
patch list — the module was missing from that per-import-site allowlist, so
its DB work ran against the real configured database instead of the
isolated per-test database.

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

* 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.

* 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>

* 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>

* 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>

* 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>

* 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>

* 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>

* 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>

* 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>

* fix(scopes): close auth and observed-position gaps, paginate membership

Review response for #884.

Security:
- gate `SessionCreate.scopes` behind a workspace-level key; the session-create
  route is self-authorizing, so a peer- or session-scoped token could mint scope
  peers and join sessions to scopes it had no access to via `POST /scopes`
- refuse a reserved-but-nonexistent name in two observed positions that used the
  permissive guard: chat `target` and session-context `peer_target`. Both let a
  caller act on `scope.X` before it existed, then create the scope

Facade:
- exclude scope peers from `GET /sessions/{id}/peers` and refuse the membership
  -config read for a real scope, matching its write side
- replace `GET /scopes/{id}/sessions` with `POST /scopes/{id}/sessions/list`
  returning `Page[Session]`; the add route now returns 204. Membership was
  unbounded on both, while every other list surface paginates
- rename `crud.get_scope` to `get_scope_or_raise`

Tests:
- add a missing-name axis to the route-policy table (`Case.refuse_missing`), which
  is what surfaced the two guard gaps above
- delete 14 hand-written tests the table now enumerates; 52 -> 39 functions in
  test_scopes.py with more cases covered
- tighten the squatter assertion from `!= 422` to `< 400`, which was passing on 5xx
- assert the FastAPI-internals traversal still derives positions, so a framework
  upgrade can't silently empty the suite

Docs:
- drop internal ticket and RFC references from the published OpenAPI descriptions
  and surrounding comments; state the behavior instead
- move implementation reasoning out of the `PUT /peers/{id}` docstring, which
  FastAPI publishes, into a comment

* test(scopes): assert exact statuses for permissive missing-name cases

Follow-up review pass on #884.

- add `Case.missing_status` so a permissive missing-name position asserts the
  status it should actually get (404, or 200 for the no-op removal) instead of
  `!= 422`, which also passed on a 5xx — the same hole already closed in the
  squatter assertion
- require it whenever `refuse_missing` is False, and require its absence when
  True, so the policy table can't drift from the assertion
- repoint a stale allow-reason at POST /scopes/{scope_id}/sessions/list; the GET
  it named was removed
- document the membership list's ordering under `reverse`

* chore: clean up stale docstring language

* fix: don't backfill a session that left the scope

scope_backfill and scope_removal carry different work-unit keys, so
nothing orders them: a removal enqueued right after the add — or one
that lands while the backfill is embedding — sweeps the scope before
the copies exist, leaving a departed session's documents live in the
scope forever.

_run_backfill now re-checks SessionPeer membership inside the write
transaction and returns None; process_scope_backfill then skips both
the dream enqueues and the status write, so a skipped backfill can't
resurrect the status entry removal just cleared.

Adds coverage for the skip, the NULL-embedding re-embed path, and the
failed-status write. Handler-driven tests now stand up the membership
row the guard requires.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-14 15:08:43 -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
Rajat Ahuja b5f24a6ac5
feat: add new cloudevents for api routes (#637)
* feat: add new cloudevents for api routes

* fix: add total input tokens to RepresentationCompletedEvent

* feat(telemetry): inject honcho_version + emitter health metrics

* feat(telemetry): per-LLM-call event with try/finally emission + sampler

Adds LLMCallCompletedEvent (llm.call.completed) — fires once per provider hit
with full cost-attribution context: transport/provider_label, model, token
counts with cache breakdown, finish_reason, outcome (success or error),
is_final_attempt flag, retry/fallback state, duration, tool-call shape,
streaming flag, and agent correlation (run_id + iteration).

- src/telemetry/events/llm.py: new event class + CallPurpose closed enum
  (deriver.representation, dialectic.answer, dream.deduction|induction,
  summary.short|long). Resource id includes attempt so multi-attempt retries
  in one iteration get distinct deterministic ids.
- src/telemetry/events/base.py: BaseEvent._volume_class ClassVar (default
  "ground_truth"); the new event opts into "high_volume".
- src/config.py: TelemetrySettings.HIGH_VOLUME_SAMPLE_RATE (default 1.0).
- src/telemetry/emitter.py: deterministic sampler keyed on run_id (so an
  entire agent trace is kept or dropped together). Aggregate envelopes
  bypass the sampler. Sampled-out events increment the dedicated counter
  separate from buffer_full/send_failed drops.
- src/llm/runtime.py: AttemptPlan gains attempt/retry_attempts/is_fallback
  so the executor reads retry state without re-deriving it.
- src/llm/types.py: LLMTelemetryContext dataclass carrying workspace,
  call_purpose, run_id, iteration, peer fields. Iteration is mutable so
  the tool loop can set it per inner call.
- src/llm/executor.py: honcho_llm_call_inner wraps the backend call in
  try/finally — emits on success AND on exception, with is_final_attempt
  computed from AttemptPlan. Stream path emits a was_stream=True placeholder
  (token totals deferred until streaming completion is wired through).
  Telemetry failures swallowed.
- src/llm/api.py: threads telemetry kwarg through all 4 signatures into
  both honcho_llm_call_inner and execute_tool_loop.
- src/llm/tool_loop.py: _telemetry_for_iteration helper copies the caller
  context with iteration set per call — covers both the normal iteration
  loop AND the max-iteration synthesis call (iteration N+1).

Tests cover success/error emission, sampler trace-coherence (same run_id →
same decision), volume_class enforcement, unknown call_purpose tolerance,
provider_label inference, and telemetry failure isolation. 378/378 pass.

* feat(telemetry): emit agent.iteration on every LLM response + synthesis

AgentIterationEvent was defined but never emitted on this branch. Phase 2
wires it up in execute_tool_loop so every LLM call inside an agentic loop
produces one event — including the no-tool terminating iteration and the
max-iteration synthesis call — and threads LLMTelemetryContext from dialectic
and dreamer specialists down through honcho_llm_call.

- src/telemetry/events/agent.py: AgentIterationEvent opts into
  _volume_class="high_volume" so the Phase 1 sampler throttles it.
- src/llm/tool_loop.py: _emit_agent_iteration() helper fires once per
  honcho_llm_call_inner response, BEFORE the no-tool early return so the
  terminating iteration is counted. A second emission fires for the
  max-iteration synthesis call BEFORE final_response is mutated with
  cumulative totals (otherwise the per-iteration counts would double-count).
  Emission is defensively skipped when telemetry context lacks run_id /
  agent_type / parent_category / workspace_name; emit failures are swallowed.
- src/dreamer/specialists.py: BaseSpecialist.run passes LLMTelemetryContext
  with parent_category="dream", agent_type=self.name, observer/observed,
  call_purpose=f"dream.{self.name}".
- src/dialectic/core.py: _telemetry_context() builds a shared context for
  both answer() and answer_stream(), using self._run_id (always set) +
  workspace + observed peer.

Tests cover fresh-copy semantics, per-iteration vs terminating emission,
defensive skip cases, telemetry-failure isolation, and volume_class. 408/408
pass across telemetry + llm + utils + dreamer + dialectic.

* feat(telemetry): agent.tool.call.completed event + ToolResult metadata

Adds the missing generic per-tool-call event so read-only tools (search_*,
get_recent_history, get_observation_context, etc.) and the four existing
state-change tools all produce a telemetry record. Built on a new internal
ToolResult(content, metadata) contract so handlers can surface
search-specific fields (top_k/used_embedding/query_tokens/results_count)
to Phase 3 and create/delete counts to Phase 5's specialist rollups.

- src/telemetry/events/agent.py: AgentToolCallCompletedEvent at v1 with
  _volume_class="high_volume". Resource id = {run_id}:{iteration}:{tool_call_seq}
  so two calls to the same tool in one iteration don't collide
  deterministic ids and get dedup-dropped downstream.
- src/utils/types.py: ToolResult dataclass; two new ContextVars
  (_current_tool_call_seq + _last_tool_metadata) so tool_loop and the
  execute_tool closure can communicate per-call telemetry without changing
  the public Callable[[str, dict], Any] signature.
- src/utils/agent_tools.py: execute_tool times handlers, unwraps ToolResult,
  publishes metadata, emits the event. Handlers updated to ToolResult
  where useful: create/delete observations, update_peer_card, search_memory,
  search_messages. Other handlers continue to return str.
- src/llm/tool_loop.py: set_current_tool_call_seq before each executor call;
  read get_last_tool_metadata after and stash on all_tool_calls[i] for
  Phase 5 rollups.

Tests cover ToolResult str-likeness, ContextVar round-trip, full-context
emission with search metadata, resource-id disambiguation, defensive skip
cases, telemetry isolation, truncation metadata, volume_class. 420/420 pass.

* feat(telemetry): RepresentationCompletedEvent v2 token breakdown + tool-less truncation

Bulks out the deriver's per-batch telemetry without bumping the event schema
version. New additive fields capture the full token breakdown (queued vs.
extra-context vs. scaffold), the cap configuration (batch_max_tokens,
max_input_tokens, was_flush_enabled), real cap-hit flags, and observer
fanout. `input_tokens` stays unchanged as the queued-message-tokens billing
key Xatu's Stripe meter reads.

The big enabler: src/llm/api.py now actually enforces max_input_tokens on
the tool-less LLM path. Before this, the deriver passed the kwarg but the
path silently dropped it — so the configured cap was advisory and
hit_input_token_cap couldn't be measured. Phase 4 wires truncation through
the same truncate_messages_to_fit helper the tool loop uses and surfaces
input_was_truncated on HonchoLLMCallResponse.

- src/telemetry/events/representation.py: 12 additive fields, schema_version
  stays at 2.
- src/llm/types.py: input_was_truncated on HonchoLLMCallResponse.
- src/llm/api.py: tool-less path truncates messages before dispatch, flips
  input_was_truncated on the response when clamping occurs. Split into
  Literal[True]/Literal[False] branches for typecheck.
- src/deriver/queue_manager.py: QueueBatchResult dataclass replaces the
  3-tuple return from get_queue_item_batch; carries hit_batch_token_cap
  (computed from cumulative token sum vs cap), was_flush_enabled snapshot,
  and batch_max_tokens. Worker loop unpacks + forwards.
- src/deriver/consumer.py: process_representation_batch gains the three
  flag kwargs and forwards.
- src/deriver/deriver.py: derives the breakdown fields locally, populates
  the new fields on emit, sources hit_input_token_cap from
  response.input_was_truncated.

Tests cover schema stability, defaultable fields, input_tokens semantic
preservation, cap-hit flag round-trip, model_dump completeness, and
HonchoLLMCallResponse.input_was_truncated mutability. Existing
test_queue_processing.py tests updated for QueueBatchResult and mock
process_representation_batch signature. 479/479 pass.

* feat(telemetry): DreamRunEvent v2 scheduler reasons + DreamSpecialistEvent v2 rollups

Bumps both dream events to v2 with additive fields. DreamRunEvent gains
scheduler context (threshold_reason / delay_reason / documents_since_last_dream_at_schedule /
document_threshold / dream_type / enabled_types_count) threaded through the
dream queue payload — the two scheduler gates stay as separate fields rather
than collapsing into one trigger_reason, preserving the WHY-vs-WHEN
semantics. DreamSpecialistEvent gains denormalized rollups
(created_observation_count / deleted_observation_count / peer_card_updated /
search_tool_calls_count) sourced from Phase 3's ToolResult.metadata so the
counts reflect observation truth, not call truth.

- src/telemetry/events/dream.py: schema_version → 2 for both events; new
  fields all defaultable so older producers still construct valid events.
- src/utils/queue_payload.py: DreamPayload + create_dream_payload accept
  threshold_reason / delay_reason / documents_since_last_dream_at_schedule /
  document_threshold.
- src/dreamer/dream_scheduler.py: check_and_schedule_dream computes the two
  reasons at decision time and threads them through schedule_dream →
  _delayed_dream → execute_dream → enqueue_dream.
- src/deriver/enqueue.py: create_dream_record / enqueue_dream gain the
  kwargs and persist on the queue payload.
- src/dreamer/orchestrator.py: process_dream unpacks the payload; run_dream
  accepts the kwargs and stamps them on DreamRunEvent.
- src/dreamer/specialists.py: BaseSpecialist.run walks response.tool_calls_made
  and sums ToolResult.metadata.created_count / .deleted_count, sets
  peer_card_updated, counts search-tool calls by name.

Tests cover schema_version bumps, defaultable Phase 5 fields,
threshold-vs-delay semantics, observation-vs-call-count rollup distinction,
and DreamPayload round-trip. Existing tests updated for the schema bump
and the new enqueue_dream kwargs. 488/488 pass.

* feat(telemetry): AgentToolSummaryCreatedEvent v2 token breakdown

Bumps schema_version to 2 and adds three additive breakdown fields so
analytics can answer "how much of a summary call's cost was the previous-
summary rollup vs. the new messages vs. the scaffold instructions".

- src/telemetry/events/agent.py: previous_summary_tokens, message_tokens,
  prompt_scaffold_tokens added with sensible 0 defaults. input_tokens
  retains its current semantic (provider-side LLM tokens) — the plan's
  proposed `provider_input_tokens` was omitted because input_tokens
  already serves that purpose and a duplicate would fork queries.
- src/utils/summarizer.py: emit now populates the three new fields from
  values already in scope (messages_tokens, previous_summary_tokens,
  prompt_tokens). Hoisted prompt_tokens calculation out of the
  is_fallback conditional so both the save-summary path and the emit
  share one binding — basedpyright couldn't prove the sibling-scope
  binding was safe, and the compute is cheap + idempotent.

Tests cover schema bump, defaultable fields, input_tokens semantic
preservation, first-summary edge case, and breakdown round-trip.
493/493 pass.

* feat(telemetry): embedding.call.completed event + call-purpose ContextVar

Adds the final piece of cost-attribution telemetry: per-embedding-call
events covering every provider hit (single + batch + retry attempts).
Embedding calls are real provider spend that was invisible before this
phase; search-heavy paths (dialectic agentic) can produce more embedding
calls than LLM calls, so the new event participates in the shared
HIGH_VOLUME_SAMPLE_RATE.

- src/telemetry/events/llm.py: EmbeddingCallCompletedEvent at v1 with
  _volume_class="high_volume". EmbeddingCallPurpose closed enum
  (search_memory / search_messages / create_observations / vector_sync /
  summary / message_create). Resource id = run:purpose:provider:model:input_count
  so per-iteration calls in one agentic run don't collide.
- src/utils/types.py: _embedding_call_purpose ContextVar plus
  @contextmanager wrapper. Nesting-safe via ContextVar.reset(token).
  Callers wrap embedding-driving operations in
  `with embedding_call_purpose("search_memory"): ...` — no changes to
  the embedding client signature.
- src/embedding_client.py: _emit_embedding_call wraps each provider hit
  with try/finally so success AND error paths emit. Errors propagate
  unchanged. Each retry attempt of _process_batch emits its own event.
  Unknown call_purpose slugs drop to None (validation against the enum
  happens at emit time, not at context-manager-set time).
- src/utils/agent_tools.py: search_memory / search_messages /
  search_messages_temporal / create_observations (batch + fallback) all
  tag their embedding calls.
- src/crud/representation.py: save_representation tags with
  CREATE_OBSERVATIONS; get_working_representation precompute tags with
  SEARCH_MEMORY.
- src/crud/message.py: create_messages batch embed tags with
  MESSAGE_CREATE; search_messages/temporal fallback tags with
  SEARCH_MESSAGES.

Tests cover event shape, enum closure, ContextVar nesting/exception
cleanup, wrapper success+error emission, unknown-purpose graceful
fallback, telemetry-failure isolation. 550/550 pass across the full
telemetry+llm+utils+dreamer+dialectic+deriver+crud test set.

* chore: fix tests

* fix(telemetry): address review findings on stream events, context propagation, and cap detection

Five findings from a post-Phase-7 review (one resolved by the merge from
main, four addressed here):

- src/llm/executor.py: stream-path LLMCallCompletedEvent now fires AFTER
  the stream is set up and drained (or on exception), with real duration
  and accurate outcome. Previously the event was emitted before
  execute_stream() ran and was always recorded as outcome="success" with
  duration_ms=0, which silently masked stream-setup and stream-drain
  failures. Wrapping the async generator in try/finally surfaces the real
  outcome; token counts stay 0 because we still don't have them at stream
  end (aggregate envelopes carry totals).

- src/deriver/deriver.py + src/utils/summarizer.py: deriver and summarizer
  LLM calls now thread LLMTelemetryContext into honcho_llm_call. Before
  this, the closed CallPurpose enum had DERIVER_REPRESENTATION /
  SUMMARY_SHORT / SUMMARY_LONG slugs but those production call sites
  didn't actually pass `telemetry=`, so their LLMCallCompletedEvents lost
  workspace_name, parent_category, and call_purpose. summarizer threads
  workspace_name through _create_and_save_summary → _create_summary →
  create_short_summary / create_long_summary.

- src/utils/types.py + src/embedding_client.py: embedding_call_purpose
  ctx manager now accepts workspace_name and run_id kwargs, backed by
  two new ContextVars. EmbeddingCallCompletedEvent's publisher reads
  both via get_embedding_workspace_name / get_embedding_run_id so
  embedding events carry workspace and run correlation. All call sites
  updated: search_memory / search_messages / search_messages_temporal /
  _handle_create_observations_impl pass ctx.workspace_name +
  ctx.run_id; create_observations standalone and create_messages pass
  workspace_name; RepresentationManager.save_representation and
  get_working_representation pass self.workspace_name.

- src/deriver/queue_manager.py: hit_batch_token_cap detection rewritten.
  Previously summed kept-rows' token_count and checked against
  batch_max_tokens, but the SQL filter `cumulative_token_count <= cap`
  guarantees kept rows stay under the cap, so the flag almost never
  fired. Now uses two follow-up queries: total token_count across the
  included id range + EXISTS check for any session message past the
  last-kept id. Both true → cap was actually binding.

(The fifth finding — deriver scaffold-token computation needing
estimate_deriver_prompt_tokens(custom_instructions) — was resolved by
the merge from main; the Phase 4 emit at src/deriver/deriver.py:283
already sources prompt_scaffold_tokens from the wrapped helper.)

567/567 telemetry+llm+utils+dreamer+dialectic+deriver+crud tests pass.
ruff + basedpyright clean.

* chore: ruff linting

* chore: clean AI generated comments references specs

* fix: address coderabbit changes

* fix(telemetry): address remaining PR review findings

Six findings from the PR 637 telemetry review batched into one commit.

- src/llm/executor.py + src/embedding_client.py: asyncio.CancelledError
  now surfaces as outcome="cancelled" on both stream and sync paths,
  distinct from "error". Client disconnects mid-stream and server
  shutdowns are normal control flow and should not feed error-rate
  alerting. LLMCallCompletedEvent and EmbeddingCallCompletedEvent
  outcome Literal extended; docstrings + tests cover the new state.

- src/utils/types.py + src/llm/tool_loop.py: new iteration_scope()
  context manager captures and resets the four per-tool-loop
  ContextVars (_current_iteration, _current_tool_call_seq,
  _current_provider_tool_call_id, _last_tool_metadata). Applied as a
  typed decorator to execute_tool_loop so back-to-back loops in the
  same asyncio Task (worker batches, tests) don't observe stale state.

- src/telemetry/events/api.py + src/routers/messages.py:
  MessageCreatedEvent schema v1 → v2. Added required last_message_id
  (nanoid public_id of the trailing message); get_resource_id now keys
  on it instead of message_count, eliminating the collision case where
  two same-size batches in the same session+source produced identical
  event ids. message_count stays on the body for analytics.

- src/deriver/queue_manager.py: hit_batch_token_cap now computed from
  the FINAL post-config-filter batch. Previously the flag used the
  pre-filter messages_context[-1].id, which produced false positives
  when _resolve_batch_configuration trimmed the trailing queue item —
  telemetry reported a cap-hit when the actual returned batch was
  short for unrelated reasons. Cap-detection block moved inside the
  async with after the filter; no extra DB connection.

- src/config.py + src/telemetry/emitter.py: documented the
  HIGH_VOLUME_SAMPLE_RATE orphan trade-off (rate<1.0 keeps aggregates
  but drops children, so JOIN ON run_id queries see partial traces).
  Behavior unchanged — rate defaults to 1.0.

- src/deriver/deriver.py: WARNING-level invariant logs when
  response.input_tokens < messages_tokens (provider tokenization
  drift) or prompt_scaffold_tokens <= 0 (estimator silent failure).
  Best-effort — telemetry never bleeds into the deriver path

* fix(telemetry): stream retry, embed attempts, truncation, dedup

Address remaining audit findings on the cloudevents PR:

- Stream setup now runs inside the awaited honcho_llm_call_inner so
  tenacity's retry wrapper in stream_final_response catches transient
  setup failures (rate-limit, auth, network). Previously the returned
  generator deferred execute_stream until first iteration — outside
  the retry wrapper — crashing the request and bypassing telemetry.
- Embedding _emit_embedding_call gains an is_final_attempt parameter;
  _process_batch threads the real retry index so dashboards stop
  conflating one-shot, mid-retry, and exhausted-retry calls.
- _truncate_tool_output returns (text, original_chars, was_truncated)
  and a new _maybe_truncated_result helper wraps in ToolResult when
  truncation happens. Five handlers migrated. AgentToolCallCompletedEvent
  fields was_truncated and result_chars_before_truncation are now
  populated instead of always None/False.
- execute_tool_loop tracks any_iteration_truncated and stamps
  input_was_truncated on the final response (both HonchoLLMCallResponse
  and StreamingResponseWithMetadata). Dialectic now reports
  hit_input_token_cap correctly.
- GetContextEvent.get_resource_id uses empty-string sentinel instead
  of literal "none" so a peer named "none" can't collide with absent.
- generate_event_id folds honcho_version into the deterministic id so
  same logical event from different deploys produces distinct ids.

* fix(telemetry): address audit findings across LLM/embed/event paths

Three rounds of telemetry audit findings, grouped by area:

Retry correctness
- Stream LLM setup now runs inside the awaited honcho_llm_call_inner so
  tenacity's outer retry catches setup failures (Fix 1). Previously the
  inner generator deferred execute_stream past the retry wrapper.
- stream_final_response bumps the per-retry attempt index via
  dataclasses.replace so emitted events show [1, 2, 3] instead of
  [1, 1, 1] (Fix 13).
- Embedding _emit_embedding_call takes is_final_attempt; _process_batch
  threads the real retry index (Fix 2).

Token + cost reporting
- HonchoLLMCallResponse.hit_input_token_cap (renamed from
  input_was_truncated) uses a token-based rule so single-message
  over-cap inputs are correctly flagged — the deriver's prompt-only
  path used to silently fly through. Propagated through tool_loop's
  per-iteration check (Fix 4) and into RepresentationCompletedEvent.
- DialecticCompletedEvent gains hit_input_token_cap; output_tokens now
  folds in the final-stream's cumulative usage via
  StreamingResponseWithMetadata.__aiter__ (Fix 7).

Event emission completeness
- AgentToolCallCompletedEvent's was_truncated /
  result_chars_before_truncation populated by _truncate_tool_output via
  a new _maybe_truncated_result wrapper; 5 handlers migrated (Fix 3).
- DreamSpecialistEvent emits on failure with success=False + new
  error_class field, via try/finally (Fix 11).
- DeletionCompletedEvent emits on failure paths via try/finally
  (Fix 12).
- CleanupStaleItemsCompletedEvent.queue_items_cleaned populated from
  deleted_count (Fix 8).

Embedding call attribution (Fix 9)
- embedding_call_purpose context manager accepts parent_category.
- 4 new EmbeddingCallPurpose enum values: DIALECTIC_PREFETCH,
  SESSION_CONTEXT_SEARCH, PREFERENCE_EXTRACTION, GENERIC_DOCUMENT_SEARCH.
- Wrapped previously-unattributed sites: dialectic prefetch, session
  context search, preference extraction, conclusions search, vector
  sync (×2).

Deterministic event ID + dedup
- generate_event_id folds honcho_version into the hash so cross-deploy
  events don't silently collide on ID (Fix 6).
- GetContextEvent resource_id uses empty-string sentinel instead of
  "none" so a peer literally named "none" can't collide (Fix 5).

Queue batch cap detection (P2.1)
- hit_batch_token_cap keys on the pre-config-filter SQL boundary so the
  "kept=900 of 1000 cap, next=300 excluded by cap" case reports True
  while still avoiding the config-filter false positive.

Tool result metadata
- search_messages_temporal returns ToolResult with the same search_meta
  shape as search_memory / search_messages (P2.3) — top_k,
  used_embedding, embedding_query_count, query_tokens, results_count.

Tests: stream-setup retry, stream-retry attempt sequence, post-stream
output_tokens write-back, is_final_attempt matrix, truncation E2E,
tool-loop hit_input_token_cap propagation, honcho_version in event id,
GetContextEvent disambiguation, queue_items_cleaned round-trip.

* fix(telemetry): address audit findings across LLM/embed/event paths

Four rounds of telemetry audit findings (initial + 3 follow-ups), grouped
by area:

Retry correctness
- Stream LLM setup now runs inside the awaited honcho_llm_call_inner so
  tenacity's outer retry catches setup failures (Fix 1). The inner
  generator previously deferred execute_stream past the retry wrapper.
- stream_final_response bumps the per-retry attempt index via
  dataclasses.replace so emitted events show [1, 2, 3] instead of
  [1, 1, 1] (Fix 13).
- Embedding _emit_embedding_call takes is_final_attempt; _process_batch
  threads the real retry index (Fix 2).

Token + cost reporting
- HonchoLLMCallResponse.hit_input_token_cap (renamed from
  input_was_truncated) uses a token-based rule so single-message
  over-cap inputs are correctly flagged — the deriver's prompt-only
  path used to silently fly through. Propagated through tool_loop's
  per-iteration check (Fix 4) and into RepresentationCompletedEvent.
- DialecticCompletedEvent gains hit_input_token_cap; output_tokens now
  folds in the final-stream's cumulative usage via
  StreamingResponseWithMetadata.__aiter__ (Fix 7).

Queue batch cap detection
- hit_batch_token_cap previously required total_in_range >= cap, which
  produced false negatives whenever the kept range didn't fully exhaust
  the budget. Replaced with a pre-config-filter SQL boundary check
  (P2.1), then further refined to a queue-item boundary comparison
  (Fix 14) so trailing-context trimming doesn't false-negative either.

Event emission completeness
- AgentToolCallCompletedEvent's was_truncated /
  result_chars_before_truncation now populated by _truncate_tool_output
  via _maybe_truncated_result; 5 handlers migrated (Fix 3).
- DreamSpecialistEvent emits on failure with success=False + new
  error_class field, via try/finally (Fix 11). except BaseException
  catches cancellations too (Fix 16).
- DeletionCompletedEvent emits on failure paths via try/finally
  (Fix 12), and uses ValidationException for unsupported types per
  project guideline (Fix 17).
- CleanupStaleItemsCompletedEvent.queue_items_cleaned populated from
  deleted_count (Fix 8).

Embedding call attribution (Fix 9)
- embedding_call_purpose accepts parent_category.
- 4 new EmbeddingCallPurpose values: DIALECTIC_PREFETCH,
  SESSION_CONTEXT_SEARCH, PREFERENCE_EXTRACTION, GENERIC_DOCUMENT_SEARCH.
- Wrapped previously-unattributed sites: dialectic prefetch, session
  context search, preference extraction, conclusions search, vector
  sync (×2).

Reconciler no longer holds DB session during embedding (Fix 15)
- _sync_documents and _sync_message_embeddings refactored into
  three phases per CLAUDE.md guideline: fetch+detach in a small DB
  scope, external embedding call without DB locks, writes in a fresh
  short-lived DB scope. New _apply_*_sync helpers; orchestrators
  expunge ORM objects before invoking. Vector store upsert + sync_state
  updates stay in the apply phase together.

Deterministic event ID + dedup
- generate_event_id folds honcho_version into the hash so cross-deploy
  events don't silently collide on ID (Fix 6).
- GetContextEvent resource_id uses empty-string sentinel instead of
  "none" so a peer literally named "none" can't collide (Fix 5).

Tool result metadata
- search_messages_temporal returns ToolResult with the same search_meta
  shape as search_memory / search_messages (P2.3).
- Dialectic.prefetched_conclusion_count uses Representation.len() so
  inductive + contradiction observations count too (Fix 10).

* fix(telemetry): orchestrator emit + review feedback

Three more rounds of audit findings + inline PR review, grouped:

Orchestration / emit reliability
- run_dream wrapped in try/finally so DreamRunEvent always emits, even
  on unexpected exceptions including CancelledError (`finally` still
  runs while cancellation propagates). Specialist except clauses
  broadened from SpecialistExecutionError (never raised in src/) to
  Exception so provider/DB/tool failures are recorded with
  deduction_success=False / induction_success=False instead of crashing
  past the emit.
- BaseSpecialist.run() telemetry state initialization + try/finally
  hoisted above the preflight phase (peer lookup, peer-card preload,
  create_tool_executor, get_model_config, prompt construction) so
  preflight failures emit DreamSpecialistEvent(success=False) instead
  of being dropped on the floor.
- Reverted the Round-4 _sync_documents / _sync_message_embeddings
  phase split. The split introduced a race: rows were released from
  FOR UPDATE SKIP LOCKED before the embed call, allowing two workers
  to claim and clobber the same batch. Long-held DB transaction
  restored (pre-existing CLAUDE.md violation accepted as a deliberate
  trade-off; proper fix requires a claim/in_flight migration tracked
  separately).

Schema + naming (PR-internal — none of these have shipped)
- threshold_reason → trigger_reason on DreamRunEvent, DreamPayload, and
  every emit/scheduler/router/test call site (~45 src + 21 test lines).
  Name now accurately reflects the field's role across "manual",
  "surprisal", and "document_threshold" values.
- MessageCreatedEvent reset to schema v1 (was internally bumped to v2
  for last_message_id but never shipped at v1 — downstream sees it
  for the first time at merge).
- DreamSpecialistEvent gains created_counts_by_level /
  deleted_counts_by_level: dict[str, int] keyed on the closed
  level taxonomy. Per-tool-call events use list[str] (≤10 items),
  but specialist runs aggregate 20+ — dict keeps emissions compact.
- QueueBatchResult marked frozen=True.

Per-call embedding attribution
- Agent tool embedding_call_purpose wraps for search_memory,
  search_messages, search_messages_temporal, create_observations now
  driven embedding cost rolls up under the right workflow.
- create_observations() signature gains parent_category kwarg
  (mirrors existing run_id pattern).

Manual dream scheduling
- Manual /schedule_dream route now passes trigger_reason="manual" and
  delay_reason="immediate". Previously both arrived as null in
  DreamRunEvent, breaking analytics joins.

Queue-batch SQL perf
- next_exists_check folded into the main CTE query via
  bool_or(cumulative_token_count > batch_max_tokens) OVER () in a
  nested subquery. Cap detection is now one roundtrip per batch
  instead of two.

Code/doc cleanup
- representation.py docstring uses generic "downstream metering key"
  language (was "Xatu's Stripe meter"). bench runner --base-url help
  uses a generic example host (was "groudon.fly.dev"). Public-facing
  code/docs shouldn't reference internal service names.

Tests added for: orchestrator failure-path DreamRunEvent emission,
specialists preflight try/finally coverage, manual-dream
trigger_reason/delay_reason round-trip, dict-rollup accumulation across
multiple tool calls in a specialist run, CTE-fold one-roundtrip
behavior. Full Python suite passes (1236).

* fix(telemetry): correctness + attribution + emitter robustness

- Dreamer iteration count: read response.iterations directly so
  one-shot runs no longer report iterations=0 and tool-using runs
  include the terminal/synthesis LLM call.
- RepresentationCompletedEvent.observer_count counts successful
  saves, not attempts.
- search_memory empty-memory fallback reports the snippet count when
  message context is returned (was always 0).
- Wire parent_category through every embedding emit path: message
  create (api), save_representation (representation), per-observation
  fallback (caller-supplied), and the peer/session context routes
  (api). get_working_representation accepts parent_category and
  embedding_purpose so the internal fallback embed lands in the same
  analytics bucket as the route-level precompute even when the
  precompute is suppressed.
- BatchItem carries token_count so _process_batch reuses chunk-prep
  counts instead of re-encoding every chunk for the telemetry proxy.
- Drop vestigial EmbeddingCallCompletedEvent.batch_size (always ==
  input_count).
- Emitter: release the lock during HTTP send so a failing endpoint's
  retry+backoff (~36s worst case) doesn't block other flushers;
  edge-trigger the 80%-capacity warning so sustained backpressure
  doesn't flood logs; defer event_id generation past the high-volume
  sampler for events with run_id so sampled-out children don't pay
  the sha256; harden emit() against sync callers with no running
  loop; track threshold-flush tasks so shutdown() drains in-flight
  sends before closing the HTTP client.

* fix(telemetry): tool cancellation emit, nanoid run_ids, version unification

- execute_tool: wrap post-work in finally so AgentToolCallCompletedEvent
  fires on CancelledError; explicit handler sets is_error/result_str
  before re-raising.
- run_id: replace str(uuid.uuid4())[:8] with generate_nanoid() across
  dialectic/dreamer/specialists; matches project-wide nanoid convention.
- Bump _schema_version on events touched by run_id widening:
  DialecticCompletedEvent v1→v2 (also covers hit_input_token_cap field),
  AgentIterationEvent v1→v2, AgentToolConclusionsCreatedEvent v1→v2,
  AgentToolConclusionsDeletedEvent v2→v3, AgentToolPeerCardUpdatedEvent
  v1→v2.
- Unify honcho_version: single HONCHO_VERSION constant in src/_version.py
  read from pyproject.toml (importlib.metadata fallback). Drop
  TELEMETRY.HONCHO_VERSION setting. Use the constant for the FastAPI app
  version (no more hardcoded "3.0.6") and for emitter body injection.
- Delete 17 tautological per-event test_schema_version methods; the
  parametrized contract test still enforces version >= 1 across all events.

---------

Co-authored-by: Vineeth Voruganti <13438633+VVoruganti@users.noreply.github.com>
2026-05-20 18:25:30 -04:00
Vineeth Voruganti b65d03d297
Refactor clients.py to add modern features and more flexible configuration (#459)
* fix: Add JSON repair for truncated LLM responses across all providers and Gemini thinking budget support

LengthFinishReasonError from OpenAI-compatible providers (custom, openai, groq) was crashing the deriver
with 14k+ occurrences in production. The vLLM path already had repair logic but it was gated on
provider=="vllm", unreachable when routing through litellm as a custom provider.

- Extract shared _repair_response_model_json() helper for all providers
- Catch LengthFinishReasonError in OpenAI/custom parse() path and repair truncated JSON
- Add repair fallback to Anthropic and Gemini response_model paths
- Add repair fallback to Groq response_model path
- Pass thinking_budget_tokens to Gemini 2.5 models via thinking_config
- Add 14 tests covering repair paths for all providers and Gemini thinking budget

Fixes HONCHO-YC

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* feat: live llm integration tests

* feat: Consistent Model Config Protocol

* fix: migrate the remaining app callers off the legacy llm_settings path

* fix: Docs and regression tests

* fix: refactor llm runtime path to model-config-only API

* fix: refactor config to nested model-config source of truth

* fix: refactor llm streaming and tool dispatch through backends

* fix: cut over llm config to nested model_config only

* fix: collapse vllm and custom into openai_compatible transport

* feat: refactor llm config to explicit transports and bare model ids

* feat: (embed) Add configurability for embedding model

* fix: tests for embedding provider

* fix: Address Review Comments

* fix: (llm) remove Groq backend and per-vendor base URLs

* chore: move llm tests

* fix: (llm) address review findings — config regressions, backend bugs, dead code

* fix: address backend end silly errors

* chore: (docs) update configuration and self-hosting guides

* chore: fix tests

* fix: address code rabbit comments

* fix: add validation to the dream settings

* fix: further address code rabbit comments

* fix: Address Code Rabbit Comments

* fix: Another round of code rabbit

* fix: Address Code Rabbit Nits

* fix: tests

* refactor: rename thinking validator to reflect transport scope

_validate_anthropic_thinking_minimum only enforces the >=1024 rule for
Anthropic and no-ops for other transports, so the name was misleading
now that it's shared across ConfiguredModelSettings, FallbackModelSettings,
and ModelConfig. Renamed to _validate_thinking_constraints with a docstring
clarifying per-transport behavior. No logic change.

* fix(config): drop transport-specific thinking params when env override changes transport

_fill_defaults_for_nested_field previously preserved the default MODEL_CONFIG's
thinking_budget_tokens/thinking_effort across a transport override. This leaked
Gemini-family defaults (e.g. thinking_budget_tokens=1024) into OpenAI-transport
overrides, and the OpenAI backend then correctly rejected the unsupported param
at call time (OpenAI uses reasoning.effort, not a token budget).

The helper now strips thinking_budget_tokens and thinking_effort from the
default dict when the env override supplies a transport different from the
default's. Explicit thinking params in the override are preserved.

* fix(config): apply thinking-param strip to dialectic level merge too

DialecticSettings._merge_level_defaults does its own inline MODEL_CONFIG
merge (parallel to _fill_defaults_for_nested_field), so the previous fix
missed dialectic-level overrides. E.g. flipping
DIALECTIC_LEVELS__minimal__MODEL_CONFIG__TRANSPORT from gemini (default)
to openai still leaked the default thinking_budget_tokens=0 into the
openai config, which the OpenAI backend then rejected at call time.

The level-merge path now applies the same 'strip transport-specific
thinking params when transport changes' rule as the generic helper.
Added a regression test exercising the merge validator directly.

* refactor(llm): wire ModelConfig knobs through, prune clients.py migration leftovers

Three connected fixes to finish carving the LLM stack out of src/utils/clients.py
and into src/llm/:

1. Propagate ModelConfig tuning knobs into backend calls.
   honcho_llm_call_inner built extra_params from only {json_mode, verbosity},
   silently dropping top_p, top_k, frequency_penalty, presence_penalty, seed,
   and operator-supplied provider_params from any ModelConfig. Thread the
   selected config through ProviderSelection and merge
   build_config_extra_params(selected_config) into extra_params; per-call
   kwargs still win over provider_params defaults. Makes
   _build_config_extra_params public as build_config_extra_params so
   clients.py and request_builder.py share one translation. Adds
   TestModelConfigExtraParamsPropagation covering OpenAI/Anthropic knob
   propagation, provider_params passthrough, and per-call override
   precedence.

2. Drop dead extract_openai_* duplicates in clients.py.
   extract_openai_reasoning_content, extract_openai_reasoning_details, and
   extract_openai_cache_tokens had no callers outside their own definitions
   — the live implementations live in src/llm/backends/openai.py. -103
   lines from clients.py.

3. Unify on ModelTransport, delete SupportedProviders.
   The "google" vs "gemini" split forced a _provider_for_model_config
   translation shim in two places. Replace all SupportedProviders usages
   with ModelTransport, rename CLIENTS["google"] → CLIENTS["gemini"],
   update provider branches + LLMError labels + reasoning-trace entries
   accordingly. Trace JSONL now writes "provider": "gemini" instead of
   "google" — consistent with the broader env-var rename cutover.

Also tidies up pre-existing basedpyright findings in tests/llm/test_model_config.py
(pydantic before-validator dict inputs + descriptor-proxy call).

ruff: clean. basedpyright: 0 errors, 0 warnings. Tests: 153/153 pass across
tests/utils/test_clients.py, tests/utils/test_length_finish_reason.py,
tests/llm/, tests/dialectic/, tests/deriver/.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(llm): finish the src/utils/clients.py → src/llm/ migration

honcho_llm_call_inner now delegates to request_builder.execute_completion
and execute_stream instead of re-implementing backend call scaffolding
inline. The new _effective_config_for_call helper carries per-call kwargs
(temperature, stop_seqs, thinking_budget_tokens, reasoning_effort) onto
the selected ModelConfig — or synthesizes a minimal config for the
test-only callers that pass provider+model directly. max_output_tokens
is zeroed on the effective config to preserve the current
"per-call max_tokens wins" semantic; honoring ModelConfig.max_output_tokens
is a separable correctness concern.

Side effect of routing through the new path: ConfiguredModelSettings'
thinking_budget_tokens validator now fires on synthesized configs.
test_anthropic_thinking_budget was asserting that a sub-1024 budget
propagated to Anthropic — bumped to 1024 to match what Anthropic actually
accepts.

Unified client construction. Promoted the cached client factories in
src/llm/__init__.py (get_anthropic_client, get_openai_client,
get_gemini_client, get_{anthropic,openai,gemini}_override_client) to
public API and added them to __all__. Promoted
credentials._default_transport_api_key → default_transport_api_key.
Deleted the duplicate _build_client and _default_credentials_for_provider
from clients.py; _client_for_model_config now falls through to the
public factories. CLIENTS dict and _get_backend_for_provider stay as the
mockable seam for the ~50 patch.dict(CLIENTS, {...}) test call sites.

Wired operator-configurable Gemini cached-content reuse end-to-end.
PromptCachePolicy moved from src/llm/caching.py into src/config.py so
ModelConfig can reference it as a field without a circular import;
caching.py re-exports the name for existing imports. Added
cache_policy: PromptCachePolicy | None on ConfiguredModelSettings,
FallbackModelSettings, ResolvedFallbackConfig, and ModelConfig.
resolve_model_config, _resolve_fallback_config, and
_select_model_config_for_attempt copy the field through.
honcho_llm_call_inner passes effective_config.cache_policy into
execute_completion / execute_stream, so operators opt in via
e.g. DERIVER_MODEL_CONFIG__CACHE_POLICY__MODE=gemini_cached_content
and the selection actually fires instead of sitting on a dead path.

New regression test test_cache_policy_reaches_gemini_backend asserts the
PromptCachePolicy object reaches the Gemini backend's extra_params.

ruff + basedpyright: clean. Tests: 154/154 pass across
tests/utils/test_clients.py, tests/utils/test_length_finish_reason.py,
tests/llm/, tests/dialectic/, tests/deriver/.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* refactor(llm): move all LLM orchestration into src/llm/ and delete clients.py

The 1624-line src/utils/clients.py has been carved up into focused modules
under src/llm/ and deleted. There is now one golden path for LLM
orchestration and no dual entrypoint.

New module layout:

  src/llm/
    __init__.py       thin stable re-export surface
    api.py            public honcho_llm_call with retry + fallback + tool
                      loop delegation
    executor.py       honcho_llm_call_inner (single-call executor); bridges
                      to request_builder.execute_completion / execute_stream
    tool_loop.py      execute_tool_loop + stream_final_response, plus
                      assistant-tool-message and tool-result formatting
    runtime.py        AttemptPlan dataclass (replaces the loose
                      ProviderSelection NamedTuple), effective_config_for_call,
                      plan_attempt, per-retry temperature bump, attempt
                      ContextVar
    registry.py       single owner of CLIENTS dict + cached default and
                      override SDK-client factories + backend/history-adapter
                      selection + high-level get_backend(config)
    conversation.py   count_message_tokens, tool-aware message grouping,
                      truncate_messages_to_fit
    types.py          HonchoLLMCallResponse, HonchoLLMCallStreamChunk,
                      StreamingResponseWithMetadata, IterationData,
                      IterationCallback, ReasoningEffortType, VerbosityType,
                      ProviderClient
    request_builder.py low-level request assembly (ModelConfig → backend
                      complete/stream); no longer owns credential resolution
    credentials.py    default_transport_api_key, resolve_credentials
    caching.py        gemini_cache_store; re-exports PromptCachePolicy
                      from src.config
    backend.py        Protocol + normalized result types
    history_adapters.py provider-specific assistant/tool message shapes
    structured_output.py
    backends/         AnthropicBackend, OpenAIBackend, GeminiBackend

handle_streaming_response had no production callers; it is deleted. The
three tests that used it now drive honcho_llm_call_inner(stream=True,
client_override=...) directly, which exercises the same code path the
public API uses.

Dead credential passthrough removed. The ProviderBackend Protocol and
all three concrete backends no longer accept api_key / api_base — those
are baked into the underlying SDK client at registry construction time
and were being del'd everywhere they appeared. request_builder also
stops resolving and forwarding them.

Client construction is unified. The cached default-client factories
(get_anthropic_client, get_openai_client, get_gemini_client) and override
factories (get_*_override_client) are promoted to public API; the
module-level CLIENTS dict populates from them and remains the
patch.dict(CLIENTS, {...}) mocking seam tests rely on. Old duplicate
helpers (_build_client, _default_credentials_for_provider) are gone.
default_transport_api_key is promoted to public.

Application imports now come from src.llm (dreamer, dialectic, deriver,
summarizer, telemetry-adjacent tests). No code imports from
src.utils.clients anywhere in the repo.

ruff: clean. basedpyright: 0 errors, 0 warnings. Tests: 1013/1013 pass
across the entire non-infra test suite (excluding tests/unified,
tests/bench, tests/live_llm, tests/alembic).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(llm): sanitize tool schemas for Gemini's function_declarations validator

Gemini's native-transport function-declarations validator accepts a narrow
subset of JSON-Schema / OpenAPI: type, format, description, nullable, enum,
properties, required, items, minItems, maxItems, minimum, maximum, title.
Anything else — additionalProperties, allOf, if/then/else, $ref, anyOf,
oneOf, $defs, patternProperties — triggers an INVALID_ARGUMENT 400 at call
time.

Our agent tool schemas in src/utils/agent_tools.py use several of those
(additionalProperties: false, allOf + if/then conditionals) because they
were authored for OpenAI strict-mode + Anthropic, which need the richer
vocabulary. GeminiBackend._convert_tools was passing them straight through.

Add _sanitize_schema(): walks the parameters tree and drops unsupported
keywords while preserving semantics for the keywords that hold user data
(properties maps field-name → sub-schema; required / enum are lists of
literals; items is a single sub-schema). Other backends are untouched and
continue to receive the full strict schemas.

Regression tests:
- test_gemini_sanitize_schema_strips_unsupported_keywords: confirms
  additionalProperties, allOf + if/then, and $defs are stripped at nested
  levels while legitimate fields survive.
- test_gemini_convert_tools_sanitizes_parameters_schema: end-to-end
  _convert_tools output has no forbidden keys.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix: fix tool calling syntax for gemini

* refactor(llm): normalize defaults, widen OpenAI reasoning-model routing

* chore: fix test

* fix(llm): address post-migration review feedback

* fix(llm): gemini robustness + dreamer specialist ergonomics

* chore: addres review comments

* chore: (docs) unrelease changelog addition

* chore: (docs) merge commit changes

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Erosika <eri@plasticlabs.ai>
2026-04-20 02:46:37 -04:00
Vineeth Voruganti 5a42f9b3cd
Use savepoints to prevent race condition in get_or_create chain (#399)
* fix: Use savepoints to prevent race condition in get_or_create chain

Replace commit()/rollback() with begin_nested() savepoints in
get_or_create_workspace, get_or_create_peers, and get_or_create_session
so that an IntegrityError rollback in a nested call doesn't undo flushed
work from the caller. Moves transaction commit responsibility to the
outermost caller and defers cache operations to post-commit callbacks
on GetOrCreateResult.

Closes DEV-1321

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: Add missing commit and post_commit in chat endpoint

The chat() endpoint in routers/peers.py called get_or_create_peers()
but discarded the result without committing or invoking post_commit().
This meant new peers created lazily via SDK chat calls were never
persisted, and cache invalidation was skipped.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 23:28:04 -05:00
Vineeth Voruganti 6b3ecef601
Telemetry Overhaul (#333)
* chore: Refactor a top-level telemetry folder

* fix: Add OTEL push based metrics

* chore: cleanup otel to match prometheus implementation

* fix: Remove prometheus

* feat: Scaffold CloudEvent Emitter

* chore: remove dead code

* feat: PoC Cloud Events

* chore: cleanup test

* fix: Event naming conventions and OTEL Settings

* fix: Revamped Dream Event Structure

* fix: Instrument Event Code

* fix: Add Tests for CloudEvent Telemetry

* fix: Code Rabbit Nits

* fix: Dedupe Event IDs
2026-01-21 16:49:14 -05:00
Rajat Ahuja 833a89e70a
Turbopuffer and LanceDB Integration (#287)
* feat: init turbopuffer and lanceDB

* fix: remove destructive embedding migration

* fix: bug fixes

* fix: LanceDB

* fix: turbopuffer

* fix: search and add create_observations

* fix: use Async clients

* fix: search; protect agaainst failed vector create/delete

* fix: coderabbit comments

* fix: set up compose vector store and reconciliation loop

* feat: sync docs without embeddings

* fix: reduce batch size; comments; types; add indexes for reconciliation

* fix: add message embedding resilience

* fix: clean-up and migration test

* fix: cleanup 2

* fix: centralize retry logic; bump reconciliation batch; use tracked db; fix soft-delete race condition

* fix: skip double query when pgvector is primary

* fix: down migration

* fix: remove hard-delete from critical path and make PgVectorStore deletions a no-op

* fix: use soft-delete pattern for duplicate detection

* fix: steps toward deprecating MessageEmbedding table

* fix: remove composite and pgvector store -> make more specific

* fix: migration order

* fix: shorten reconciliation cycle + fix 'IN' equality check

* fix: coderabbit comments

* fix: add test for migration 7c0d9a4e3b1f

* feat: refactor to use ReconcilerScheduler

* fix: CR / opus comments

* fix: work unit key and reserve system workspace

* fix: make workspace_name nullable

* fix: clean up sync vectors

* fix: delete syntax

* fix: hash namespace

* External Vector Store Nits (#332)

* fix: Migration naming and long held connection

* chore: Comment for potential debt

* chore: update typescript core package

---------

Co-authored-by: Vineeth Voruganti <13438633+VVoruganti@users.noreply.github.com>
2026-01-16 17:04:01 -05:00
Benjamin McCormick 5b7ae0d82c feat: API renaming and cleanup
- Rename API routes for consistency
- Add backwards-compatible conclusion and queue endpoints
- SDK cleanup and representation improvements
- Add reasoning_level param validation
- Fix thinking budget validation for Anthropic

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-12 16:50:40 -05:00
doria 578ef2c665
feat: agentic dreamer and agentic dialectic (#309)
* feat: add better params to working representation fetch in SDKs, return messages when added

* fix: working representation routes now accepting all parameters properly, with tests

* feat: add metadata/config fields to SDK objects where viable

* fix: tests

* feat: refactor SDKs to use representation config; [TEMP STAINLESS BUILD] update API

* feat: add representation object to sdks

* fix: use stainless sdk on branch

* fix: update TypeScript SDK tsconfig to use node16 module resolution

* fix: add isolatedModules = true to tsconfig

* fix: lol

* chore: coderabbit review

* feat: make delete session real

* feat: add observations routes with delete endpoints for documents. make session deletion real.

* chore: type cleanup

* fix: tests

* chore: coderabbit review

* fix: namespace by workspace

* feat: add ability to customize messages_per_summary at both workspace and session level

* chore: tests for summary config

* chore: coderabbit cleanup

* feat: make session and workspace config totally customizeable

* feat: add search by peer knowledge (#250)

* feat: search by peer perspective

* fix: enforce workspace in filters, make messages distinct in join

* fix: batch and merge migration steps

* fix: add refresh, add config to workspace, add refresh function, make fields readonly

* fix: search distinct

* fix: merge migrations

* fix: merge migrations

* fix: batch deletions, improve comments, limit consolidate dream to 100 docs at a time, auth on observations routes

* chore: review

* chore: coderabbit

* chore: review

* chore: broken comment

* feat: add set peer card route to API

* feat: create advanced configuration parameters with message>session>workspace hierarchy

* [wip] build unified testing harness

* chore: lint

* fix: cache invalidation, naming things, etc

* feat: longmem tests

* chore: peer config refactor

* feat: consolidate dream working, refactor representation

* fix: Various CR Comment Fixes

* feat: Allow configurable Redis port for harness instances and update cleanup methods to be asynchronous.

* feat: agentic ingestion task!!!

* feat: agentic deriver

* feat: dialectic agent and dreamer agent

* chore: browbeat tests into passing

* fix: nits

* chore: remove old code, update config files

* fix: simplify deriver

* feat: dialectic agent prompt updates, re-introduce non_agent deriver, eval tweaks

* feat: fast deriver, dreamer, then dialectic

* fix: tweaks across the board

* feat: add baseline tests

* feat: truncation in tools and client, tweaks for evals

* feat: add locomo, fix longmem judge!!!

* fix: locomo f1 is trash, use llm judge

* feat: trace creation

* feat: add first draft of obex benchmark, fix embedding model, fix locomo methodology

* fix: locomo session-optimized, better logging of cache usage and better cache usage

* chore: use openrouter for baselines

* fix: add test for merge migration

* chore: opus-powered cleanup

* fix: add config for vllm, better client

* chore: clean up clients.py a bit

* chore: move magic numbers to config, add tests for agent tools

* fix: wrong mock in dialectic tests, make ToolContext a dataclass

* feat: tweak prompts, make deriver explicit-only

* feat: more prompt & tool tweaks

* chore: more tweaks

* feat: dream with subagents

* fix: make dream trigger override scheduled, play around with dream agents

* chore: cleanup deriver

* chore: cleanup dialectic

* chore: cleanup orchestrator

* chore: comment out dream stuff, WIPing

* fix: inc temp on retry, typechecking

* feat: tweak dreaming

* feat: contradiction obs

* Add dream trees

* chore: preserve reasoning_details from openrouter in client

* fix: get_observation_context correct params

* fix: use correct message id in tool

* chore: cleanup longmem runner

* chore: clean up tests, remove dream tests for now as rearchitecting around trees

* chore: update stainless deps

* Update threholding mechanism

* chore: pre-commit hooks whitespace

* chore: clean up types

* feat: add explicit bench

* fix: address additional basepyright issues

* fix: adding logging as a fixture on honcho_llm_call and supporting dialectic loging. (#305)

* fix: lock on db for tool calls

* chore: clean up experimental derivers

* chore: coderabbit review cleanup

* feat: add streaming support to agentic dialectic

* feat: prometheus token tracking for deriver and dialectic

* fix: self-loops for isolated nodes

* chore: PascalCase for prometheus parameter typing

* feat: add reasoning levels to dialectic agent

* chore: delete old file, add new fake env vars in unittest.yml

* fix: all fields needed for dialectic reasoning level configs

* feat: track dreaming usage in prometheus

* chore: Create backwards compatabile conclusion and queue endpoints

* fix: remove redundant try-catch, add trace label, move .limit to end of statement

* fix: remove vignettes (for now), review fixes, remove merge migration, config cleanup

* chore: code review / cleanup

* chore: merge fixes

* chore: clean up, remove reasoning_focus, reintroduce peer cards in dreamers

* chore: code rabbit nitpicks

* fix: add unique index for pending dreams in queue

* fix: revert removal of surprisal in dreamer config

---------

Co-authored-by: Vineeth Voruganti <13438633+VVoruganti@users.noreply.github.com>
Co-authored-by: 3un01a <3un01a@plasticlabs.ai>
Co-authored-by: 3un01a <3un01a.labs@gmail.com>
Co-authored-by: ajspig <46900795+ajspig@users.noreply.github.com>
2026-01-12 15:12:17 -05:00
doria e3d345b961
API/SDK updates: configurability, more parameters. Unified test harness (#283)
* feat: add better params to working representation fetch in SDKs, return messages when added

* fix: working representation routes now accepting all parameters properly, with tests

* feat: add metadata/config fields to SDK objects where viable

* fix: tests

* feat: refactor SDKs to use representation config; [TEMP STAINLESS BUILD] update API

* feat: add representation object to sdks

* fix: use stainless sdk on branch

* fix: update TypeScript SDK tsconfig to use node16 module resolution

* fix: add isolatedModules = true to tsconfig

* fix: lol

* chore: coderabbit review

* feat: make delete session real

* feat: add observations routes with delete endpoints for documents. make session deletion real.

* chore: type cleanup

* fix: tests

* chore: coderabbit review

* fix: namespace by workspace

* feat: add ability to customize messages_per_summary at both workspace and session level

* chore: tests for summary config

* chore: coderabbit cleanup

* feat: make session and workspace config totally customizeable

* feat: add search by peer knowledge (#250)

* feat: search by peer perspective

* fix: enforce workspace in filters, make messages distinct in join

* fix: batch and merge migration steps

* fix: add refresh, add config to workspace, add refresh function, make fields readonly

* fix: search distinct

* fix: merge migrations

* fix: merge migrations

* fix: batch deletions, improve comments, limit consolidate dream to 100 docs at a time, auth on observations routes

* chore: review

* chore: coderabbit

* chore: review

* chore: broken comment

* feat: add set peer card route to API

* feat: create advanced configuration parameters with message>session>workspace hierarchy

* [wip] build unified testing harness

* chore: lint

* fix: cache invalidation, naming things, etc

* feat: longmem tests

* chore: peer config refactor

* feat: consolidate dream working, refactor representation

* fix: Various CR Comment Fixes

* feat: Allow configurable Redis port for harness instances and update cleanup methods to be asynchronous.

* fix: version bump, api/sdk updates

* fix: observation endpoints, deletion queue, sdk observation implementation

* chore: Fix migration order

* fix: Use published stainless sdks

* chore: (docs) update api-reference

* fix: (docs) update based on api and sdk changes

* fix: Code Rabbit Comments

* fix: Code Rabbit Final Nits

* fix: dream scheduler

* fix: SDK model type consistency

---------

Co-authored-by: Vineeth Voruganti <13438633+VVoruganti@users.noreply.github.com>
2025-12-03 16:49:30 -05:00
Rajat Ahuja d7bdcc3bc1
feat: codify queue columns (#254)
* feat: codify queue columns

* fix: batch with python loop control

* fix: cleanup merge

* fix: down revision

* fix: batch delete in migration

* feat: only run alembic tests for changed migration / test (#264)

* feat: only run alembic tests for changed migration / test
* fix: Run full test suite if alembic testing infra changes

* feat: codify times_derived + level on Document (#260)

* feat: codify times_derived + level on Document
* fix: CR comment

* fix: CodeRabbit comments

* fix: batch migrations; move types; remove fields from payload

* fix: rm duplicate table args

* fix: add messages.id FK
2025-11-07 13:22:24 -05:00
doria f988aae996
create Representation class and use it to unify all formatting (#214)
* feat: add optional JWT and webhook secrets to honcho instance creation

* chore: ignore spurious warnings

* feat: add response format if using gpt-5 model family

* feat: add response models to all apis except anthropic

* fix: raise NotImplementedError for response models in AsyncAnthropic client

* chore: address review

* [WIP] representation structure + deriver cleanup

* chore: add tests, cleanup

* feat: [WIP: semi-working] representation object

* fix: alignment

* fix: make observations hashable for dedup

* fix: datetime formatting, observation counting

* fix: switch to int for message id, clean up representation

* feat: remove need for metadata working rep

* chore: cleanup

* fix: use tenacity instead of custom fns

* feat: add representation and card to context if desired

* feat: add semantically relevant observations

* fix: pass all params to streaming, nonblocking streaming

* feat: consolidate document saving, make working representation fetching much smarter

* chore: add 100% test coverage of representation util

* feat: basic dream infra

* feat: dream queue item first pass

* chore: fixes & cleanup from coderabbit

* fix: dreams scheduled when new document count reaches a certain threshold

* feat: wip: timed dreams (not working)

* fix: test

* fix: remove useless pyright ignore

* fix: executing dreams

* feat: dreaming

* feat: [WIP] longmemeval bench

* feat: add USE_PEER_CARD setting, fix longmem test driver

* feat: get full working rep for dialectic in one swoop -- fix representation_from_documents to use the proper timestamp!

* fix: timestamps for real, handle assistant qs in longmem

* fix: remove old client, add batching to longmem

* perf: remove duplicate detection, will move to background task

* feat: track perf metrics on evals

* feat: adjust deriver prompt to use peer_id, add question date to question, clean up deriver

* fix: label metrics by task for better perf trace

* chore: code review

* feat: add efficiency score to longmem bench

* chore: tuning and cleaning up eval

* chore: bring in the big prompts

* feat: add support for vllm client

* feat: perf: bundle db calls in deriver and dialectic, increase max conns in docker db

* feat: add merge-sessions flag to longmemeval, add SUMMARY_ENABLED flag

* fix: COLLECT_METRICS default false

* chore: display start/end message ids, don't include in metrics

* fix: break large messages apart for eval

* fix: only get/create collection when needed

* feat: properly attribute documents with message id ranges and add session name column to documents

* fix: revert move of get_or_create_collection (need for fkey)

* fix: always get collection with peer name even if it's none

* chore: coderabbit

* fix: give peer card its own config, expand document schema, refactor get_context to be parallel, various cleanup chores and bugfixes

* chore: refactor: reify observer/observed system across entire codebase, including db migration

* refactor: cleanup code organization, make singletons where desired

* refactor: replace embeddings store with representation manager

* chore: coderabbit cleanup

* chore: update migration to non-null session param in documents, general review and cleanup

* chore: merge branch 'main' into ben/deriver-tidy

* chore: review fixes
2025-10-07 15:28:44 -04:00
doria 5d88c459b8
refactor: replace mirascope with handrolled client (#202)
* feat: add optional JWT and webhook secrets to honcho instance creation

* chore: ignore spurious warnings

* feat: add response format if using gpt-5 model family

* feat: add response models to all apis except anthropic

* fix: raise NotImplementedError for response models in AsyncAnthropic client

* chore: address review

* chore: add tests, cleanup

* fix: use tenacity instead of custom fns

* fix: pass all params to streaming, nonblocking streaming

* chore: fix test mock
2025-09-24 11:53:30 -04:00
doria a14899521c
Honcho 2.1.0 "ROTE" deriver (#160)
* feat: update SDKs to core 1.2.0

* feat: 2.1.0 introduce ROTE deriver/dialectic
chore: refactor repo

* fix: get typescript sdk tests working again, bump version numbers

* chore: cleanup

* chore: update unit test provider config

* fix: remove "backup" query gen

* fix: remove old utils from conftest
2025-07-16 18:02:43 -04:00
Ayush Paul 24bf8eeeb4
Typing (#137)
* type stuff

* add action

* bump python

* Refactor type annotations and update tracking decorators in agent and dependencies modules. Replace ai_track with track from src.utils.types, and enhance type hints for better clarity. Update pyproject.toml to allow untyped libraries.

* type everything basically

* fix migration typing

* type like crazy

* remove usless tests

* Update mocks in tests to use AsyncMock for dialectic_call and dialectic_stream, ensuring proper async behavior in test cases. Adjust mock return values for consistency and clarity.

* Update src/deriver/tom/single_prompt.py

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Update src/deriver/tom/long_term.py

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* Enhance CLAUDE.md documentation with additional details on core concepts, API structure, and development commands. Update command syntax for running server and tests to use 'uv run' for consistency. Improve clarity in configuration and architectural decisions sections.

* Refactor type annotations in CRUD functions to accept more flexible filter types, changing from dict[str, str] to dict[str, Any]. Clean up logging in agent.py by removing unnecessary timing logs for user representation generation and query execution.

* Remove unused import of ai_track from long_term.py and single_prompt.py to clean up the codebase.

* pass tests

* update some stuff

* fix unused

* ruff

* make stuff work again

* Add LLM_GROQ_API_KEY to GitHub Actions and format tom_inference parameters

* test

* test

* Refactor LLM settings to use 'gemini' provider and update related model parameters; remove unused API keys from GitHub Actions workflow.

* Update LLM settings to use 'anthropic' provider and change model to 'claude-3-5-haiku-20241022'; maintain existing summarization provider.

* test

* llm provider stuff

* update

* revert

* Integrate client management for LLM providers across various modules; remove deprecated environment variable setup for API keys.

* only if key avaialble

* Refactor type hints and improve schema definitions for queue processing; remove unused imports and enhance function signatures for clarity.

* fix test

* model

* test

* Update LLM provider type annotations and enhance client management; replace Provider with Providers for better type handling in config and clients modules.

* Refactor LLM provider handling to default to "openai" for custom providers across multiple modules; update type annotations and improve client management for consistency.

---------

Co-authored-by: Dani Balcells <18307962+danibalcells@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-06-24 18:29:13 -04:00