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
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>
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>
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>
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>
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>
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>
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>
* Peer- and session-scoped JWTs were effectively workspace-scoped: auth() walked the route's declared scope and fell through to a workspace match, so a {w: ws-a, p: alice} token could act on any peer in ws-a.
* feat: peer keys can read sessions they belong to; require workspace on scoped keys
* fix: authorize JWTs by narrowest scope and gate member reads
Follow-up hardening on the narrowest-claim auth fix:
- Scope get_peer_config member-read to the caller's own peer; a session
member could previously read a co-member's per-session config.
- Enforce session membership on POST /peers/{id}/chat: the session_id
arrives in the body (invisible to require_auth), so a peer key could
read any session's injected message history. Check is_peer_in_session
in the handler before the dialectic runs.
- Consolidate the workspace-match check in auth() to a single hoisted
guard so no branch can silently re-open cross-workspace access.
- Normalize empty-string scope claims to None in verify_jwt so a blank
workspace can't satisfy the peer/session token-shape invariant.
- Extract scope_requires_workspace(), shared by verify_jwt and the keys
API so the creation-time guard and verification invariant can't drift.
route requires auth) and CLAUDE.md auth-scoping guidance.
- docs: describe narrow-scope key semantics in the platform reference.
---------
Co-authored-by: Vineeth Voruganti <13438633+VVoruganti@users.noreply.github.com>
* fix: further remove extraneous transactions
* fix: (search) use 2 phase function to reduce un-needed transaction
* fix: refactor agent search to perform external operations before making a transaction
* fix: reduce scope of queue manager transaction
* fix: (bench) add concurrency to test bench
* fix: address review findings for search dedup, webhook idempotency, and bench throttling
* Fix Leakage in non-session-scoped chat call (#526)
* fix: (search) reduce scope for peer based searches
* fix: tests
* fix: (test) address coderabbit comment
* fix: drop db param from deliver_webhook
---------
Co-authored-by: Rajat Ahuja <rahuja445@gmail.com>
* 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>
* feat: fix race condition in message sequence batching
* fix: CodeRabbit comments; commit early to release the advisory lock before generating embeddings
* fix: use index + rm unused method
* fix: PR comments
* fix: bug in lock timeout
* fix: patch tracked_db for peers route within conftest.py
* 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
* feat: multi-db longmem harness
* Merge branch 'main' into ben/multi-db-harness
* [WIP] feat: add delete workspace endpoint, use in bench
* chore: move excess logging to debug
feat: improve metrics block logs to include more data
fix: make longmem db deletion configurable
* fix: [CRITICAL] use async genai client
* chore: update core sdk, fix tests to use aio as well
* fix: rollback prompt changes
* chore: update version
* fix: cleanup, coderabbit, wrap delete op in try/except
---------
Co-authored-by: Vineeth Voruganti <13438633+VVoruganti@users.noreply.github.com>