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feat: SMARTS trading pipeline with Telegram notifications and Miro visualization - #13

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feat: SMARTS trading pipeline with Telegram notifications and Miro visualization#13
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AndriiPasternak31:feature/smarts-miro-diagram

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@AndriiPasternak31 AndriiPasternak31 commented Feb 6, 2026

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Summary

This PR adds comprehensive SMARTS trading pipeline support:

SMARTS Agent Templates

  • Added 8 new agent templates: market-regime, news-sentiment, discovery, analysis, decision, execution, portfolio-manager, feedback
  • Support for config.yaml format (SMARTS-style agents)
  • System-wide template configuration (system.yaml)

Telegram Notifications

  • Added Telegram to NotificationConfig in process engine
  • New smarts_summary_service.py for generating trading summaries
  • Telegram notification handler integration

API & Scheduler

  • New SMARTS summary endpoints
  • Scheduler support for periodic summaries

Miro Visualization

  • Live flow visualization from Supabase to Miro boards
  • Auto-generated pipeline architecture diagrams
  • Proper HTML formatting (<br> tags) for card text
  • data/smarts-flows/ directory for JSON exports

Other

  • Refactored find_template_file usage across codebase
  • SMARTS cascade deployment script
  • Documentation updates

Test plan

  • Agent templates load correctly
  • Telegram notifications send successfully
  • Miro diagrams render with proper formatting
  • JSON exports contain complete pipeline data

🤖 Generated with Claude Code

AndriiPasternak31 and others added 14 commits February 6, 2026 01:03
- Add scripts/smarts_diagram/ package with:
  - parser.py: Extracts architecture from agent templates
  - miro_generator.py: Generates diagram layout
  - miro_client.py: Miro REST API v2 client
- Add scripts/update_smarts_diagram.py entry point
- Update .claude/commands/update-docs.md with diagram step
- Add MIRO_ACCESS_TOKEN and MIRO_BOARD_ID to .env.example

Usage: python3 scripts/update_smarts_diagram.py --dry-run

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Add 8 SMARTS pipeline agents + supporting templates:
- market-regime: Market condition detection
- news-sentiment: News and sentiment analysis
- discovery: Trading opportunity scanner
- analysis: Deep technical analysis
- decision: Position sizing and decisions
- execution: Order execution via Alpaca
- portfolio-manager: Risk oversight
- feedback: Performance tracking

Also includes:
- analyst-agent variants (bull, bear, risk, quant)
- scanner-agent, executor-agent, synthesis-agent
- smarts-trading, smarts-trader-minimal bundles
- gcp-log-monitor utility agent
- system.yaml configuration

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Add SMARTS summary service for daily trading reports:
- Pulls data from Supabase integration_context
- Formats comprehensive summaries per agent
- Sends to Telegram with deduplication
- Scheduler for automated daily reports

Add Telegram channel to notification handler:
- Support bot_token and chat_id configuration
- Environment variable fallback support
- Markdown formatting for messages

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Add new endpoints in ops router:
- POST /api/ops/smarts/summary - Generate and send summary
- GET /api/ops/smarts/test-telegram - Test Telegram connection

Integrate summary scheduler in main.py:
- Start scheduler on app startup
- Stop scheduler on app shutdown

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add find_template_file() to check template.yaml then config.yaml
- Support both template formats for backwards compatibility
- Add default resources configuration
- Improve credential extraction for SMARTS agents

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Update all template loading code to use find_template_file()
for consistent config.yaml support:
- routers/credentials.py
- routers/templates.py
- services/agent_service/crud.py
- services/system_agent_service.py

Also use DEFAULT_RESOURCES constant for consistency.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Add Telegram channel support to notification step configuration:
- bot_token: Telegram bot token (supports env var)
- chat_id: Telegram chat ID (supports env var)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add changelog entries for SMARTS features
- Update architecture documentation
- Update roadmap progress

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Script to deploy all SMARTS agents in cascade order.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add flow_visualizer.py to retrieve complete analysis flows from Supabase
- Create update_smarts_flow.py CLI entry point
- Extract and visualize full decision chain: market_regime → discovery → analysis → decision → execution
- Support symbol-specific and auto-select modes
- Add SUPABASE_URL/SUPABASE_ANON_KEY to .env.example

Usage:
  python scripts/update_smarts_flow.py --symbol AAPL
  python scripts/update_smarts_flow.py --dry-run

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add MiroClient.create_board() for creating new boards via API
- Flow visualizer now prefers MIRO_FLOW_BOARD_ID over MIRO_BOARD_ID
- Update .env.example with separate board IDs for architecture vs flows

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Remove all text truncation from flow cards (show full data)
- Reorganize flow layout:
  - Market Regime at top-left
  - News Sentiment cards stacked vertically (up to 3)
  - Main pipeline in horizontal row: Discovery → Analysis → Decision → Execution
  - PM Directive below pipeline with connectors
- Add visual separator line between architecture and flow sections
- Increase card sizes for better readability

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Replace \n with <br> tags for Miro sticky note compatibility
- Add <br> spacers between sections for visual grouping
- All format_*_content() functions now use HTML line breaks
- Cards display with proper section separation

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add changelog entry for flow visualization feature
- Create data/smarts-flows/ directory for JSON exports
- Add README with usage instructions
- Gitignore JSON files (contain live trading data)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
@AndriiPasternak31 AndriiPasternak31 changed the title feat: SMARTS Miro flow visualization with improved formatting feat: SMARTS trading pipeline with Telegram notifications and Miro visualization Feb 6, 2026
vybe added a commit that referenced this pull request Apr 18, 2026
…idate-architecture

Backend: unregister 7 Process Engine routers (processes, executions, approvals,
triggers, alerts, process_templates, audit) plus the process-docs router; drop
startup hooks for execution recovery and the process-engine WebSocket publisher.
Services under services/process_engine/ remain in place as dormant code.

Frontend: remove 11 process-related routes (/processes, /processes/new,
/processes/docs, /processes/wizard, /processes/:id, /executions, /approvals,
/executions/:id, /process-dashboard) and the dead isProcessSection computed in
NavBar. Keep /alerts and /events legacy redirects to Operating Room.

Docs: correct stale count claims in architecture.md (main.py line count,
router count 45 -> 53, service count 23 -> 37, MCP tool modules 15 -> 16)
and expand database.py scope description to reflect 27 domain op classes.

Skill: expand validate-architecture to detect drift between arch.md and code:
count alignment (D1), scope coherence (D2), enforced MCP parity under #13
(tool module OR '# mcp: none' opt-out), and inline authorization sprawl
detection under #8. Output now includes suggested arch.md edits with line
numbers, not just pass/fail.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
vybe pushed a commit that referenced this pull request Jul 6, 2026
… email-request parity + MCP owner-disclosure removal (#186) (#1455)

* fix(auth): uniform 404 in agent-access deps + equalize email-request (#186)

Tier 1: collapse the four agent-access dependency helpers to a uniform
404 for both non-existent and inaccessible agents. Evaluate existence and
access booleans before branching so query-count (hence timing) is equal,
and run the connector-scope check before the existence lookup so a
connector key gets a uniform 403 across all non-bound names.

Tier 2: POST /api/auth/email/request now returns a byte-identical body +
status for whitelisted, non-whitelisted, and rate-limited emails, and
dispatches the code email fire-and-forget so the whitelisted path's
latency matches the immediate-return paths. Over-limit is WARN-logged
server-side instead of a 429 (fail-loud for ops, no client-visible
membership oracle).

Closes the differential-response enumeration oracles from UnderDefense
pentest 3.3.3 at the highest-leverage surfaces.

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

* fix(auth): sweep router-level agent-enumeration oracles (#186)

Tier 3 — collapse ad-hoc 404-then-403 sequences that bypass the
dependency helpers:
- avatar.py generate/regenerate/delete → OwnedAgentByName (uniform 404;
  now also connector-scope gated, intended hardening).
- nevermined.py _require_read/_require_write_access → uniform 404.
- event_subscriptions.py create → collapse source-agent 400-vs-403 into a
  single uniform 403 for cross-agent subscriptions.
- schedules.py webhook generate/status/revoke → AuthorizedAgent so the
  schedule-404 is only reachable by an authorized accessor.

Tier 4 — close the open-GET authz hole + 404-vs-200 existence oracle on
agent_config.py capabilities/timeout/public-channel-model/guardrails GETs
(raw agent_name + get_current_user, no access check) by binding them to
AuthorizedAgentByName.

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

* fix(mcp): remove owner disclosure + uniform agent-access reason (#186)

Tier 5 (Invariant #13). chat.ts checkAgentAccess: collapse the
'not found' vs 'owned by X (not shared)' branches into a single uniform
'Agent X not found or not accessible' reason and REMOVE the owner-username
interpolation — a user-scoped caller could otherwise learn who owns any
agent (the most serious item the review found: a disclosure, not just a
status differential).

Consumer classifiers adjusted for the backend 403->404 flip:
- reports.ts: treat a 404 on the dep-gated report endpoint as
  not_authorized (alongside 403).
- messages.ts: match the dep's exact 'Agent not found' detail as
  not_authorized before the generic recipient-404 branch, so an
  agent-access denial isn't misclassified as recipient_not_found.
- nevermined.ts: document that an inaccessible agent now reports
  configured:false (intentional, enumeration-safe).

agents.ts needs no change — its agent-scoped permission denials name
caller/target only (no owner leak) and are already uniform w.r.t.
existence.

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

* test(auth): enumeration-uniformity coverage for #186

- New tests/unit/test_186_enumeration_uniformity.py: real-DB (db_harness)
  assertions that all four agent-access deps return a byte-identical 404
  for non-existent vs inaccessible agents (incl. admin-on-nonexistent and
  owner positive control); real-handler email-request body/no-429
  uniformity; and a static guard that the four Tier-4 agent_config GETs
  now bind get_authorized_agent_by_name. 16 tests, all green.
- test_access_control.py: flip the 15 dep-routed owner/read asserts from
  403 to 404; admin-gated asserts stay 403.
- test_28_voip / test_brain_orb: dep-override denial tests updated to the
  404 contract.
- test_public_links.py: owner skip-guards tolerate 404.
- test_email_auth.py: tighten the unknown-email assert to ==200 (dead 429
  branch removed) and assert no expires_in_seconds leaks.

Verified in a py3.12 venv: new file 16/16, test_28+test_brain_orb 104/104.

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

* docs: record enumeration-uniformity contract for #186

- architecture.md Invariant #8: add the self-uniform (never 404-then-403)
  rule and the uniform-404 dependency behavior + MCP mirror.
- requirements/auth.md §2.1: email-request identical body/status/timing.
- requirements/security.md §20.7: new subsection recording #186.
- feature-flows/email-authentication.md: revision-history row for the
  request-code change.

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

* docs(feature-flows): sync #186 enumeration-uniformity contract

- feature-flows.md: Recent Updates row for #186.
- agent-permissions.md: uniform-404 dependency behavior, MCP checkAgentAccess
  uniform reason + owner-username removal, refreshed error-handling table +
  self-uniform contract note.

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

* test(auth): nevermined helper enumeration-uniformity + equal-query-count read path (#186)

Close the sibling-path gap for the nevermined router's own module-level
access helpers (they predate the dependency helpers):

- _require_read_access now evaluates existence AND access unconditionally
  (no short-circuit) so the query count — hence timing — is identical for the
  non-existent and the existing-but-inaccessible case, matching
  _require_write_access and the dependencies.py helpers (#186 equal-query-count
  discipline).
- Add real-DB tests asserting both helpers raise a byte-identical uniform 404
  for a missing vs inaccessible agent, admin-on-nonexistent still 404s, and the
  write helper keeps owner-only enforcement (shared reader reads but cannot
  write) — guards the sibling codepath the dependency-helper tests don't reach.

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

* fix(avatar): path-component barrier + stabilize #186 enumeration test (#186)

Two order-dependent CI failures on this branch, both test/analysis-level (no
product behaviour change to the enumeration fix):

1. backend-unit-test regression diff (seed 99999): test_186's _agent_exists
   probe resolved a truthy leaked Mock. A sibling unit test leaves
   services/services.docker_service as Mocks in sys.modules; _no_docker's
   dotted-string monkeypatch landed on a different auto-mock than the one
   `from services.docker_service import get_agent_by_name` resolves, so a
   non-existent agent read as existing and the admin-nonexistent 404 never fired.
   Capture the real modules at collection and pin them into sys.modules
   (monkeypatch.setitem, auto-restored) before stubbing the probe. Verified green
   across all three CI seeds.

2. CodeQL: 18 new py/path-injection alerts in avatar.py. Moving the inline
   db.get_agent_owner() check into the OwnedAgentByName dependency removed the
   barrier CodeQL saw on agent_name before AVATAR_DIR / f"{agent_name}...".
   Add _safe_avatar_component(): an explicit single-path-component basename guard
   at the top of generate/regenerate/delete — defense-in-depth (traversal is not
   reachable given OwnedAgentByName + charset-restricted names, but the constraint
   now lives in a callee CodeQL can't trace) with a uniform 404 that preserves the
   #186 no-existence-oracle contract. +10 barrier unit tests.

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

* fix(avatar): normpath+within-root path barrier CodeQL recognizes (#186)

The first attempt (_safe_avatar_component, an os.path.basename guard in a helper)
did not clear the 18 py/path-injection alerts: basename is not a CodeQL-modeled
sanitizer and the guard sat in a callee, so CodeQL saw tainted-in/tainted-out —
the same cross-function-barrier blind spot that hiding the check in
OwnedAgentByName created.

Replace it with _avatar_path(agent_name, suffix): os.path.normpath(join(base, …))
then require the result stay under AVATAR_DIR (the CodeQL SafeAccessCheck barrier
documented in the py/path-injection help). A barrier guard severs taint flow even
from inside a helper, since the guarded return only runs when contained. Route the
11 path sites in the four flagged functions (generate/regenerate/delete +
_generate_emotions_background) through it; the unflagged GET handlers are left as-is
to keep this scoped to #186. Produces byte-identical paths for real (charset-
restricted) agent names; uniform 404 on escape preserves the no-existence-oracle
contract. Barrier tests updated to assert containment/escape.

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

* fix(avatar): match CodeQL SafeAccessCheck path barrier verbatim (#186)

Prior barrier used `full != base and not full.startswith(base + os.sep)`; the
`base + os.sep` expression and compound condition didn't match CodeQL's
SafeAccessCheck guard model, so the 18 py/path-injection alerts persisted. Align
_avatar_path with the exact pattern from the py/path-injection query help:

    fullpath = os.path.normpath(os.path.join(base, name))
    if not fullpath.startswith(base):
        raise ...

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Andrii Pasternak <anpast31@gmail.com>
Co-authored-by: Eugene Vyborov <eugene@beingluminous.com>
vybe added a commit that referenced this pull request Jul 8, 2026
* fix(agent): make agent /tmp tmpfs size configurable via AGENT_TMP_SIZE (#1231) (#1233)

Agent containers mounted /tmp as a hardcoded 100 MB noexec,nosuid RAM-backed
tmpfs. It fills easily — e.g. `gh` CLI install artifacts (~38 MB) that hardcode
/tmp and bypass the #1098 TMPDIR redirect — after which every /tmp write fails
with "No space left on device", including git's commit scratch, so autonomous
scheduled runs "complete" but silently fail to persist. The size being a
literal meant operators couldn't tune it without a code change + base-image
rebuild.

- capabilities.py: AGENT_TMPFS_MOUNT size now read from AGENT_TMP_SIZE (env on
  the backend service, which builds the agent mount spec), default 512m,
  validated `^\d+[mg]$` with empty/invalid → default. noexec,nosuid stay
  hardcoded — only size is configurable, and it stays bounded (counts against
  the agent memory cgroup). Single source of truth, so create (crud.py) and
  recreate (lifecycle.py) can't drift.
- Wire AGENT_TMP_SIZE=${AGENT_TMP_SIZE:-512m} on the backend service in both
  docker-compose.yml and docker-compose.prod.yml; document in .env.example.
- architecture.md Container Security: note the now-configurable size.
- tests/unit/test_1231_agent_tmp_size.py: default, valid m/g, case-fold,
  invalid→default, and the security flags are never dropped.

Mount specs are creation-time: existing agents pick up a new size on recreate,
not restart. Builds on #1098 (TMPDIR redirect) — closes the gap for tools that
hardcode /tmp. The agent-side git-sync silent-persist-failure is a separate
issue in the abilities repo, per the ticket.

Related to #1231

Co-authored-by: Eugene Vyborov <1073874+vybe@users.noreply.github.com>

* feat(ui): per-schedule performance scorecards on Agent Detail (#1115) (#1149)

Surface per-schedule performance on the Overview tab and the Schedules tab,
both from a SINGLE compact aggregate (no N per-schedule round-trips) — extends
#1107 (Overview) and generalises #868 (per-schedule deep analytics).

Backend:
- db `get_agent_schedules_summary(agent, hours)` — one rollup row per
  non-deleted schedule (zero-run schedules included): terminal success_rate
  (success / (success + failed[incl. error]); None when zero terminal),
  NULL-skipping avg_duration_ms, cost_total, context_avg, tool_call_total
  (parsed over newest 5,000 rows agent-wide, tool_calls_sampled flag), and
  last-run outcome. Cheap grouped SQL; iso_cutoff window (Invariant #16).
- GET /api/agents/{name}/schedules/analytics-summary?window=7d|14d|30d
  (AuthorizedAgent). Declared BEFORE /{schedule_id} in routers/schedules.py
  so the literal segment isn't captured as a schedule_id (Invariant #4) —
  putting it in analytics.py would be shadowed (schedules_router mounts first).
- models: ScheduleSummaryRow + AgentSchedulesSummaryResponse (Invariant #14).

Frontend (single fetch, two consumers — Invariant #7):
- executions.js fetchSchedulesSummary, cached per ${name}:${window} like
  fetchAgentAnalytics.
- OverviewPanel: "Schedules performance" section, honors the existing 7/14/30d
  window selector, each row deep-links to the Schedules tab; hidden at zero.
- SchedulesPanel: inline mini-stats per row (success rate, avg duration, runs,
  last-run dot) — badge style, no new chart/modal — from the same call.

Tests: tests/unit/test_1115_schedules_summary.py (6) — terminal success rate,
NULL-skip avg, tool-call total, zero-run-still-appears, soft-delete excluded,
out-of-window excluded. Full analytics suites green (30 passed). Frontend
prod build clean; endpoint verified live across 7/14/30d windows.

Related to #1115

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: Eugene Vyborov <1073874+vybe@users.noreply.github.com>

* feat(ui): in-app bug reporting from the floating Help widget (#1116) (#1283)

* docs(readme): document the Trinity Ops Agent and PostgreSQL backend/migration (#1290)

Adds a top-of-README callout recommending PostgreSQL for production (SQLite remains the zero-config dev default, opt-in via DATABASE_URL, #300), links the public Trinity Ops Agent (trinity-ops-public) for instance operations, and documents migrating existing SQLite instances via its /migrate-to-postgres skill. Also adds a Database section, a DATABASE_URL env row, and an ops-agent entry in the docs index.

Co-authored-by: Eugene Vyborov <eugene@beingluminous.com>
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* refactor(reliability): unify the SUB-003 auth-class failure classifier into one shared module (#1088) (#1297)

The `is_auth_failure` + `AUTH_INDICATORS` + `NON_AUTH_KILL_MARKERS` (#904)
logic was duplicated inline in `subscription_auto_switch.py` and
`scheduler/service.py`, kept in sync by a hand-written "keep these lists in
sync" comment — exactly how the #904 kill-marker bug class re-appears.

Consolidate into one canonical module:

- New `src/backend/services/failure_classifier.py` — canonical, pure-stdlib
  classifier (55 lines). `subscription_auto_switch.py` now re-exports
  `is_auth_failure` unchanged, so existing importers
  (`routers/chat.py`, `services/task_execution_service.py`) and their test
  patch targets keep working.
- New `src/scheduler/failure_classifier.py` — byte-identical vendored mirror.
  The scheduler runs in a separate container and cannot import
  `backend.services`; it uses the classifier for log-labelling only (picks the
  `logger.error` wording, never gates a switch). The agent-runtime classifier
  in `error_classifier` is intentionally NOT merged — it diverges semantically
  and stays kill-safe by `_classify_signal_exit` precedence (D4).
- Byte-identity is enforced by
  `tests/unit/test_904_sigkill_no_false_auth.py::TestBackendSchedulerParity`;
  the re-export is pinned by `TestBackendReExportGuard`. No hand-sync.

Pure structural refactor, no behavioral change (verified by SHA-256 equality
of the two copies and line-for-line comparison vs the deleted code). The test
rewrite also drops the prior `exec(compile(...))` source-slicing in favour of
`importlib` path-loading, removing the only injection primitive in scope.

Tests: 19/19 pass in `test_904_sigkill_no_false_auth.py`.
CSO --diff: CLEAR (docs/security-reports/cso-diff-2026-06-21.md).

Refs #1088

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

* feat(orchestration): pull-pilot routing for agent→agent MCP chat behind default-OFF flag (#946) (#1293)

* feat(orchestration): pull-pilot routing for agent→agent MCP chat behind default-OFF flag (#946)

Phase 2 PoC for pull/work-stealing (Epic #1045, umbrella #1081). When
MCP_AGENT_CHAT_PULL_ENABLED is ON, a sequential agent→agent (scope='agent',
non-self) chat_with_agent is routed by the MCP server through the durable async
/task path instead of the synchronous held /chat; the caller gets an immediate
{accepted|queued, execution_id} receipt and polls get_execution_result.
scope='user', self-tasks, and parallel=true are unchanged. Default OFF — flag
flip + MCP routing revert is the whole rollback.

- config.py: canonical MCP_AGENT_CHAT_PULL_ENABLED registry entry (both services
  read the SAME env key, so a single-.env deploy can't drift).
- settings.py: surface mcp_agent_chat_pull_enabled in /api/settings/feature-flags
  (auth-gated, observability-only — not a UI surface).
- chat.py: release the idempotency claim on the two /task dispatch-breaker-open
  (CircuitOpen) deny paths, mirroring /chat and CapacityFull (T5 fix) — without
  it a breaker-open reject silently blocks same-key retries for 24h.
- mcp-server: scope-based pull routing + D8 dispatch-mode idempotency token so a
  flag flip can't replay a wrong-shape snapshot across endpoints; startup log of
  the routing mode for the soak's control/treatment window.
- tests: chat.test.ts (routing fork + key behavior), test_946_task_idempotency_on_deny.py
  (deny-path claim release), feature-flag exposure tests.
- docs: ACTOR_MODEL_POSTCARD (#945 resolved), PULL_PILOT_946_SOAK harness +
  go/no-go record, CSO diff audit (CLEAR), TARGET_ARCHITECTURE/architecture updates.

Refs #946

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

* docs(feature-flows): document pull-pilot routing (#946) + AGENT_TMP_SIZE tmpfs (#1231)

Sync feature-flow docs with recent changes:
- agent-to-agent-collaboration.md: new Pull-Pilot Routing (#946) section —
  flag-gated MCP routing fork to the durable async /task path, poll-for-result
  receipt contract, D8 idempotency route token, feature-flag exposure, and the
  T5 /task dispatch-breaker-open deny-path claim release.
- container-capabilities.md: refresh stale tmpfs facts — agent /tmp size is now
  operator-configurable via AGENT_TMP_SIZE (default 512m, noexec,nosuid fixed),
  plus the TMPDIR=/home/developer/.tmp heavy-scratch redirect (#1098).
- feature-flows.md: add Recent Updates index rows for #946 and #1231.

Refs #946

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: Eugene Vyborov <eugene@beingluminous.com>

* feat(agent): runtime data_paths with portable export/import (#1169) (#1294)

* feat(agent): runtime data_paths with portable export/import (#1169)

Declare an agent's runtime data (SQLite DBs, datasets) under data/ on the
already-durable home volume — no separate volume, no platform schema change.

- template.yaml `data_paths:` surfaced by template_service (github + local)
  and materialized at creation by crud.py -> git_service.materialize_data_paths:
  writes ~/.trinity/data-paths.yaml and appends data/ + entries to the agent's
  own .gitignore (idempotent). Opt-in; empty list is a no-op.
- S4 persistent-state and data_paths now share one extracted heredoc/list
  primitive (materialize_trinity_yaml_list / _read_trinity_yaml_list).
- New routers/agent_data.py: POST /data/export (stream | base64, 413 over cap,
  manifest-only tar when data/ missing) and POST /data/import (proxies to the
  agent-server restore primitive; data/** allowlist + traversal guard;
  Idempotency-Key). Both serialized per agent by a cross-worker Redis op lock.
- MCP tools export_agent_data / import_agent_data (Invariant #13).
- Validation checks DP-001..DP-005 in agent-validation-spec.
- Docs: architecture, requirements, feature-flows index + agent-data-volumes
  flow, agent guide; CSO diff audit report (0 critical/high).

Tests: ~30 unit + TestClient tests (export/import endpoints, allowlist,
gitignore, template surface). PR2 (scheduled snapshots + pre-snapshot
quiesce hook + retention/cascade) deferred.

Closes #1169

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

* test(agent-data): satisfy sys.modules pollution lint in #1169 tests

The two new data_paths test files copied the baselined `patch.dict` +
bare `del sys.modules[...]` loader from test_persistent_state_allowlist.py,
which the sys.modules pollution lint flags as NEW (non-baselined) violations.

Adopt the blessed snapshot/restore exception (precedent:
test_telegram_webhook_backfill.py): declare a top-level
`_STUBBED_MODULE_NAMES` list + an autouse `_restore_sys_modules` fixture, and
install the stubs / evict the cached module directly (the fixture owns
restoration). Removes the bare `del sys.modules[...]` entirely rather than
hiding it. Drop the now-unused `patch` import from the gitignore test.

Lint passes (no new violations); both files' 16 tests still green; no
cross-file leakage.

Refs #1169

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

* docs(feature-flows): sync recent changes — #1231 tmpfs, #1115/#1231 index rows

Fix container-capabilities.md for the now-configurable agent /tmp tmpfs
(#1231): default 100m → 512m via AGENT_TMP_SIZE, and correct the stale
full_capabilities ternary excerpts to the shared AGENT_TMPFS_MOUNT constant
(noexec,nosuid always applied, both modes). Add Recent Updates index rows for
the per-schedule performance scorecards (#1115) and the tmpfs-size fix (#1231);
the #1169 and #1116 rows already shipped in-commit.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: Eugene Vyborov <eugene@beingluminous.com>

* fix(security): authenticate the in-container agent server on the shared agent network (#1159) (#1292)

* fix(security): authenticate the in-container agent server on the shared agent network (#1159)

The in-container agent server (:8000) had zero inbound auth on
trinity-agent-network: any agent could read a sibling's .env secrets or
run arbitrary Claude on it. Every backend->agent call now carries a
per-agent X-Trinity-Agent-Token = HMAC-SHA256(AGENT_AUTH_SECRET,
"trinity-agent-auth:v1:"+name), verified by a pure-ASGI middleware on all
HTTP and WebSocket routes (constant-time compare; only /health exempt).

- Derive-don't-store: the master AGENT_AUTH_SECRET lives only in the
  backend env (auto-generated by start.sh like SECRET_KEY); each container
  receives only its own token, so a compromised agent cannot compute a
  sibling's. Fail-closed -- derive raises on an empty secret.
- Callers route through services/agent_auth.py (agent_httpx_client /
  build_agent_auth_headers / merge_auth_headers); a static guard test
  fails any new raw agent-{name}:8000 caller that bypasses them.
- Removed the dead, unauthenticated /ws/chat route (ran arbitrary Claude)
  and the agent server's wildcard CORS (internal-only).
- Grace path for old images: empty TRINITY_AGENT_AUTH_TOKEN -> allow;
  check_agent_auth_token_env_matches forces a one-pass recreate to inject.
- Retired the unused src/scheduler/agent_client.py.

Tests: unit (matcher, middleware, header guard, derivation) + security
isolation test. CSO diff audit in docs/security-reports/cso-diff-2026-06-20.md.

Closes #1159

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

* docs(feature-flows): document agent-server authentication (#1159) + sync recent flows

Add a feature-flow doc for the in-container agent-server inbound auth shipped
in this PR, and sync the index with two recent merged changes.

- New feature-flows/agent-server-authentication.md: end-to-end trace of the
  derived X-Trinity-Agent-Token (HMAC over AGENT_AUTH_SECRET), the pure-ASGI
  middleware enforcing it on every HTTP/WS route, fail-closed vs grace path,
  recreate reconciliation, and the migrated callers + static guard. Added to
  the Authentication & Security catalog in the index.
- container-capabilities.md: refresh the stale /tmp tmpfs size (was a hardcoded
  100m) to the configurable AGENT_TMP_SIZE (default 512m, #1231).
- Recent Updates rows for #1159, #1231, and the previously-missing #1115.

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: Eugene Vyborov <eugene@beingluminous.com>

* docs(voip): genericize moved-issue reference in feature-flow

#1039 (configurable data-retention) moved to the private enterprise
tracker; replace the now-private issue number in voip-telephony.md with a
generic description so the public doc doesn't deep-link a private issue.

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

* feat(agents): server-side compatibility validation with auto-fix (#668)

Run ~100 best-practice checks (11 categories) against a running agent's
workspace, surfaced non-blocking in the Overview tab with one-click
auto-fix for the 10 gitignore checks, plus an MCP tool.

- services/compatibility/ package (spec/collector/static_checks/ai_checks/fixes):
  ONE docker exec -> in-container python -> JSON snapshot (secret files
  existence-only, size/binary caps); pure STATIC checks (HARD-only) +
  category-batched AI checks (Haiku, iterate-expected, fail-open, capped at
  SOFT, secret-redacted); runtime-aware (claude-only checks skipped for
  Codex/Gemini).
- GET/POST endpoints (read AuthorizedAgentByName; fix OwnedAgentByName, gitignore
  only, per-agent Redis lock, atomic write, uncommitted until next sync;
  include_ai path rate-limited). agent_compatibility_results table (dual-track
  SQLite + Alembic) persists the latest snapshot; cascade/rename via AGENT_REFS.
- CompatibilityPanel.vue (two-phase fetch, grouped checklist, per-check fix,
  re-run) in OverviewPanel; get_agent_compatibility_report MCP tool.
- 35 fixture-driven unit tests; spec sync-tested against docs/agent-validation-spec.md.

Persistence departs from the issue's "no DB table" note so AI verdicts show
without re-spend + enable fleet aggregation (see requirements section 41).

Fixes #668

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

* fix(compat): remove polynomial-ReDoS in secret-assignment regex (#668)

CodeQL py/polynomial-redos (high): `_ASSIGN_RE` captured the value as
`[ \t]*(.+?)[ \t]*$`. The lazy `.+?` and the surrounding `[ \t]*` can both
match a tab, giving polynomial backtracking when `_redact()` runs the pattern
over up to 48 KB of agent-supplied file text.

Capture the value greedily to end-of-line (`(.*)$`) and let the callers
strip — both `_looks_placeholder()` callers already `.strip()`, so secret
detection and redaction are behaviourally identical (verified: `=`, `:`,
`export`, and indented forms still match). 35 unit tests pass.

* feat(sso): OSS gated surface for enterprise SSO (OIDC) (#32)

Companion to trinity-enterprise#36. OSS carries only the entitlement-gated
surface; all SSO logic lives in the private submodule.

- Login.vue: "Sign in with <IdP>" buttons (shown only when the `sso` feature is
  entitled and a provider is enabled), plus OIDC callback-fragment handling
  (`/login#sso=ok|mfa|error`) — reuses the existing 2FA challenge UI when the
  IdP login still requires a local second factor.
- stores/auth.js: completeSsoLogin() (reuses _finalizeLogin / _setMfaChallenge)
  + fetchSsoProviders() (empty in OSS-only builds — endpoint 404s).
- Settings.vue: admin-gated "SSO" tab → SsoPanel.vue (provider CRUD + test +
  policy). Gated by enterpriseStore.isEntitled('sso'), same as the 2FA tab.
- Bump enterprise submodule to the SSO module commit.
- docs: architecture enterprise-modules row + requirements §40 (SSO/OIDC).

No new backend dependency (python-jose + httpx already in the image) and no
OSS Python changes — the mint/whitelist/mfa seams already exist.

Stacked on feat/5-2fa-totp (reuses the OSS mfa_gate + 2FA challenge surface).

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

* chore(sso): bump enterprise submodule to OIDC hardening (#32 review)

Pulls in the email_verified / issuer-pinning / login-CSRF fixes
(trinity-enterprise 87c8f97). OSS gated surface unchanged.

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

* docs(planning): note incubating goal-directed direction; reword voip flow

Add an "Incubating Directions (Not Yet Decided)" section to
TARGET_ARCHITECTURE.md capturing the goal-directed control-surface idea
(Objective + policies + roster + externally-measured evals), explicitly
bounded by CLAUDE.md §8 and sequenced after the pull migration + #300.
Incubating in trinity-enterprise#27.

Reword the voip-telephony flow note to drop a stale #1039 reference in
favor of describing the LOG_* data-retention no-op class directly.

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

* docs(security): add CSO 2026-06-21 posture report

Routine /cso full-audit posture report (Phases 0–14, daily 8/10 gate).
Follows the docs/security-reports/ convention; no real secrets reproduced.

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

* docs(user-docs): video library + per-page links, v0.6.1 What's New, sync dev features

- Add videos.md (35 published videos, newest-first by topic) and a README Watch section
- Add 'Watch' callouts to 32 feature pages linking the most relevant, newest videos
- Add user-facing whats-new/v0.6.1.md (translated from release notes; no issue numbers)
- Document dev-only features: agent runtimes (Claude Code/Codex/Gemini CLI, #1187),
  agent data paths + export/import (#1169), compatibility validation (#668),
  in-app bug reporting (#1116), subscription hot-reload (#1089), pull-pilot routing (#946),
  configurable AGENT_TMP_SIZE (#1231), Postgres migration-runner groundwork (#1160)
- Index agent-runtimes, agent-data, and the previously-orphaned agent-session pages

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

* feat(setup): first-run operator intake + admin email login (abilityai/trinity-enterprise#38, #82)

Capture an optional operator email/company at first-run setup with an explicit,
unchecked-by-default opt-in to "occasionally receive important security & product
updates", submitted once to a new /v1/operator-intake endpoint on #1116's
Cloudflare intake app. The same email binds as the admin's sign-in identity so
the operator can log in with email + password — no verification email is sent (a
fresh install has no Resend key; the email is bound, not code-verified). The
code-based email second factor stays Phase 2 on the existing mfa_gate seam.

- backend: operator_intake_service (fire-and-forget, at-most-once via a
  system_settings marker, DO_NOT_TRACK aware, owns installation_id); setup
  endpoint captures profile + binds admin email; authenticate_user resolves the
  admin by username OR registered email (password guard blocks code-only users);
  PUT /api/users/me/email for the existing-admin transition
- frontend: SetupPassword email/company + consent checkbox; Login "username or
  email" field; Settings -> General "Admin sign-in email" card
- config: OPERATOR_INTAKE_ENABLED / OPERATOR_INTAKE_URL (+ .env.example)
- docs: requirements section 43, architecture catalog, first-time-setup feature flow
- tests: 16 unit tests (intake idempotency/guards, email-login resolution, setup)

Fixes abilityai/trinity-enterprise#38
Fixes #82

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

* docs(feature-flows): index row for first-run intake + admin email login (trinity-enterprise#38, #82)

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

* fix(setup): de-ambiguate email regex to clear CodeQL polynomial-ReDoS (#82)

The _EMAIL_RE pattern duplicated into setup.py and users.py had two
[^@\s]+ atoms around the literal \. that both also match '.', giving the
engine many ways to place the dot and backtracking polynomially on
user-controlled email input (CodeQL alerts #211, #212).

Constrain only the final segment to [^@\s.]+ (no dot) so the trailing \.
can align with exactly one position -> linear matching. Behaviour is
unchanged: multi-subdomain addresses still validate; an 80k-char
pathological input now resolves in ~2ms.

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

* feat(credentials): curated credential file-type injection (SA keys, certs, SSH, binary) (#1305)

* feat(credentials): curated credential file-type injection — SA keys, certs, SSH, binary (enterprise#11)

Widens CRED-002 injection from the fixed 3-path exact allowlist
(.env/.credentials.enc/.mcp.json) to a curated set of credential file *types*,
without reopening the arbitrary-path RCE surface (#183/#590/#598).

- New services/credential_paths.py — single-source policy: ALLOW (.config/gcloud/**,
  .kube/config, *.pem/*.key/*.crt/*.cert/*.p12/*.pfx, .ssh/id_*, + existing exact set)
  with deny-precedence over anything executed/sourced at startup (shell rc,
  CLAUDE.md/AGENTS.md/.claude/**, .mcp.json.template, .ssh/authorized_keys/config,
  .git*, bin/**) and `..`/absolute traversal. Vendored byte-identically into the
  agent image (Invariant #5) with a parity test.
- Agent-server hardening: the inject + update file loops now enforce the policy AND
  a resolve-under-home traversal guard the original write path lacked; parent-dir
  creation + chmod 0o600 preserved. New GET /api/credentials/list for export discovery.
- Binary-safe: inject carries files_b64 (base64); agent writes via write_bytes.
  .credentials.enc gains a v2 {files, files_b64} envelope (legacy flat archives still
  decrypt); encrypt/decrypt stay flat for the single-secret callers (SIEM/2FA/SSO).
- Export now captures the FULL injected set (via /list) + binary, not just the 2 defaults.
- Three surfaces in sync (Invariant #13): MCP inject_credentials gains files_b64;
  frontend CredentialsPanel gains a file-upload affordance (text vs base64 auto-detected).
- Tests: allowlist test now exercises the REAL policy (newly-allowed + still-blocked),
  + credential_paths parity test + binary archive round-trip test. 61 pass.
- docs/memory/architecture.md: credential-path policy documented.

Related to Abilityai/trinity-enterprise#11. Loosens a deliberately-tight boundary —
run /cso on the diff before merge.

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

* fix(credentials): close /cso findings on the injection widening (#11 review)

Security review of the widening surfaced one HIGH regression + hardening items;
all fixed here.

#1 (HIGH, RCE): the #598 .mcp.json content-validation guard was bypassable via
the new files_b64 (binary) channel — validate_mcp_config only checked `files`,
so `files_b64={".mcp.json": base64(<stdio-command MCP server>)}` skipped it and
configured an RCE MCP server on the target agent. Fix: .mcp.json may only arrive
as TEXT (files), where it is validated; rejected in files_b64 at the backend
inject router AND the agent-server write helper.

#2 (defense-in-depth): import/auto-import wrote decrypted archives via the
agent-server /inject layer only. Added validate_credential_set() (curated path
policy + .mcp.json content + no-binary-.mcp.json) on the backend import boundary
so enforcement is dual-layer as the issue mandates. (Archives are AES-GCM with
the server key, so a forged archive wasn't practical — but the layer belongs.)

#3: .ssh/ is now locked to id_* only — a stray *.key/*.pem under .ssh is no
longer accepted (policy was previously broader than the "SSH keys = id_*" intent).

#4 (noted): .config/gcloud/** can hold a google-auth executable credential_source;
only honored under non-default GOOGLE_EXTERNAL_ACCOUNT_ALLOW_EXECUTABLES=1.
Documented in credential_paths.py.

+6 regression tests (169 pass). CSO report: docs/security-reports/cso-2026-06-22-11-diff.md.

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

* fix(credentials): exclude vendor dirs from cert globs + accurate export count (#11 live test)

Found while testing PR #1305 against a real local instance:

1. Over-capture: the broad *.pem/*.key/*.crt globs matched bundled CA files
   (e.g. .local/.../site-packages/certifi/cacert.pem), so export's /list walk
   swept vendored cert material into .credentials.enc. Added node_modules,
   site-packages, .local, .venv/venv, .cache, go/pkg to the deny-list (both
   root and nested forms) so cert globs only catch real credential files.

2. export's files_exported count re-read just the 2 default files (reported 1
   while the archive actually held 5). export_to_agent now returns the true
   captured count; dropped the redundant stale read.

Verified end-to-end on a live agent: allowed types inject (text+binary, 0600,
parent dirs), blocked paths 400 (incl. .ssh non-id_*, .mcp.json-via-files_b64,
weaponized .mcp.json text), and binary round-trips through export→import with
matching sha256. +5 regression tests (72 pass).

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

---------

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

* docs(security): annotate CSO 2026-06-21 findings as remediated; drop stale voip hunk

Two review-driven fixes ahead of the v0.7.0 cut:

- Annotate the CSO posture report (.md + .json) with post-audit remediation
  status. The report audited `main` pre-cut and listed F1/F2/F3 as open
  VERIFIED findings; they are already remediated on `dev` and ship in v0.7.0:
    - F1 (unauth agent-server) -> #1159 X-Trinity-Agent-Token middleware
    - F2 (fastmcp -> hono/undici) -> #1255, #1289; fastmcp ^4.3.0
    - F3 (form-data CRLF via axios) -> #1254
    - F4/F5/F8 exploit path closed by #1159 (auth gate)
  Adds a top-of-report banner, per-row status tags, per-finding notes, and a
  machine-readable `remediation_status` block in the JSON. Avoids publishing a
  stale "open CRITICAL + exploit" to a PUBLIC repo without its fix context.

- Drop the voip-telephony.md reword: it is superseded by already-merged #1301,
  which made the identical `#1039` -> `LOG_*` change on `dev`. Restoring to
  merge-base removes the redundant/conflicting hunk from this PR.

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

* chore: set version to 0.7.0

* feat: streamline first-time setup wizard (abilityai/trinity-enterprise#49)

Drop the log-copied setup token, require an admin email, and rebuild the
first-run page as a welcoming animated welcome screen.

Backend (routers/setup.py, main.py):
- Remove the setup-token machinery entirely (ensure_setup_token /
  clear_setup_token / Redis-shared token + the main.py startup emission).
  Setup no longer depends on Redis — the admin write goes straight to SQLite.
- Make admin email REQUIRED (sign-in identity): missing -> 422 at the model
  layer; blank/typo -> 400, validated before any write so setup never
  half-completes. Password complexity (OWASP ASVS 2.1) still enforced.
- get_setup_status keeps setup_available:true for frontend back-compat.

Frontend (SetupPassword.vue):
- Full redesign: dark branded hero with an animated orbiting fleet
  constellation (Trinity mark core + agent nodes on three rings), split
  layout (stacks on mobile), prefers-reduced-motion aware.
- No setup-token field; email required; order email -> password (+confirm)
  -> company -> updates opt-in. Removed the Redis-wait panel + polling.

Security tradeoff (chosen: accept + document): removing the token leaves the
unauthenticated first-run window with no proof-of-control. Documented as an
operator responsibility (deploy behind a tunnel/VPN until setup completes) in
docs/DEPLOYMENT.md Security Recommendations; endpoint still self-disables
after first success. See docs/security-reports/cso-diff-2026-06-23.md (F1).

Docs: DEPLOYMENT.md security note, architecture.md, requirements.md
(§15.2/§43), feature-flows/first-time-setup.md.

Tests: remove obsolete test_1165_setup_token_shared.py; update test_setup.py
(no token, email required) and test_setup_operator_profile.py (email
required, model-layer + blank/invalid rejection). 7 operator-profile unit
tests pass; new contract verified live (422/400 negative paths).

Fixes abilityai/trinity-enterprise#49

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

* fix(setup): full-bleed setup screen via normal flow, not position:fixed

The redesigned first-run page used `position:fixed; inset:0` for its root.
On wider viewports this left a band of the light `#app` (bg-gray-100)
background showing through on the right/bottom — a fixed root is clipped to
the nearest transformed/contained ancestor instead of the viewport, so its
coverage isn't guaranteed.

Switch the root to the original component's proven normal-flow approach
(`position:relative; width:100%; min-height:100vh`), which fills the
full-width `#app`, and make the decorative aurora/grid `position:absolute`
within it. Verified covering the full viewport at 2560x1440 (light mode, the
repro case) and stacking correctly at 430px.

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

* fix(tests): defer routers.setup import so unit collection can't be corrupted

The CI backend-unit regression gate runs `cd tests && pytest unit/` (the whole
unit suite). test_setup_operator_profile.py imported `routers.setup` at module
(collection) time; that import — pulling in database/dependencies/services and
their many `utils.*` leaves — failed/perturbed sys.modules during collection and
INTERRUPTED the entire `unit/` collection (head collected ~2 of 2734 → the diff
gate flagged it as a new failure).

Defer the `import routers.setup` to a cached `_get_setup()` accessor used inside
the tests, so module collection imports only stdlib/pytest/fastapi/pydantic and
can never corrupt the suite. `_get_setup()` also spec-preloads the backend
`utils.*` leaves (helpers/errors/credential_sanitizer/password_validation/
url_validation/image_optimize) the same way conftest preloads `utils.helpers`,
without touching `sys.modules["utils"]`, so the import resolves cleanly at run
time regardless of harness utils state.

Verified with the exact CI command (`cd tests && pytest unit/ --co`): the full
suite now collects 2734 items with no interruption, and the 7 setup tests pass.
No conftest changes.

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

* fix(tests): drop sys.modules preload — plain lazy import (passes #762 lint)

The previous commit's `_get_setup()` spec-preloaded backend utils leaves via
`sys.modules[...] = …` / `.pop`, which tests/lint_sys_modules.py (#762) bans
outside conftest. It's also unnecessary: in the backend-unit gate
(`cd tests && pytest unit/`), tests/unit/conftest.py already installs
src/backend/utils as the canonical `utils` package, so a plain lazy
`import routers.setup` resolves the backend `utils.*` leaves natively.

Simplify `_get_setup()` to a cached plain lazy import — no sys.modules
mutation. Verified: lint clean (no new violations), `pytest unit/ --co`
collects 2734 with no interruption, and the 7 setup tests pass.

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

* fix(tests): update #858 guards for setup-token removal (#49)

Removing the setup token (trinity-enterprise#49) deleted
`routers/setup.py::ensure_setup_token` and the lifespan token emission, so two
#858 regression guards asserted gone behavior and failed in the backend-unit
gate:
  - test_ensure_setup_token_logs_token_via_logger_warning
  - test_lifespan_emits_setup_token_via_logger_before_event_bus

The #858 invariant itself is intact: the lifespan still emits the first-run
notice via `logger.warning` (not print), after setup_logging() and before
event_bus.start(). Replace the token-specific guard with one that matches the
new FIRST-TIME SETUP warning by content + ordering, drop the now-obsolete
ensure_setup_token guard, and remove the unused BACKEND_SETUP constant. The
Dockerfile PYTHONUNBUFFERED parity checks and the no-print-in-lifespan guard are
unchanged. 4 passed.

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

* feat(whatsapp): deliver ChannelResponse.files as Twilio MediaUrl (#1315)

WhatsApp agents can now send files to users. send_response delivers
ChannelResponse.files as Twilio MediaUrl attachments (one message per file,
text first), reaching parity with the Slack adapter.

- New create_share_from_bytes() persists in-memory bytes through the FILES-001
  pipeline (MIME-blocklist/quota/disk/DB) and mints a public ?sig= URL; both it
  and create_share now share the extracted _persist_and_register helper.
- Per-agent file_sharing_enabled gate; 1h share TTL (cleanup reaper purges).
- Caps (image/audio/video ~5MB, documents ~16MB) on the detected MIME; graceful
  text-link fallback when public_chat_url is unset/non-HTTPS, the MIME is
  unsupported, or the file is oversized — never silently dropped.
- Per-file isolation: a rejected/failed file never aborts the text or siblings.
- 42 unit tests; requirements.md + whatsapp-integration.md updated.

Fixes #1315

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

* fix(whatsapp): webhook routes to backend, not frontend (#1281) (#1316)

The WhatsApp panel's deployment-prerequisite notice told operators to route
/api/whatsapp/webhook/* to the "frontend service". That path is a backend
FastAPI route (Twilio HMAC-verified); pointing tunnel ingress at the static
SPA silently drops inbound messages. Corrected to the backend service
(http://backend:8000), matching the cited PUBLIC_EXTERNAL_ACCESS_SETUP.md.

Related to #1281

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

* feat(ui): loading skeletons for Dashboard graph & timeline (#1266) (#1312)

The initial fleet/metrics load can take 20s+ on 10+ agent fleets (#1265);
until now the Dashboard rendered the "No agents" empty state (or blank
timeline) during that wait, so the UI looked frozen/broken.

- New reusable `SkeletonLoader.vue` (dark-mode aware, accessible
  role=status/aria-busy, reserves space to avoid layout shift) with `rows`
  (timeline/list) and `nodes` (collaboration graph) variants.
- `stores/network.js`: add `loading` (defaults true so the first paint is a
  skeleton, not the empty state) + `loadError` (distinct failed-load state),
  toggled in `fetchAgents` (finally-cleared so a failure never shows an
  infinite skeleton).
- `Dashboard.vue`: graph canvas and timeline now render skeleton → error →
  empty → content off those flags. Loading shows immediately on nav; error
  states offer a Retry (reuses `refreshAll`).

Frontend-only; pairs with the backend perf work in #1265. `vite build` passes.

Related to #1266

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

* docs(db): set SQLite end-of-support to September 1, 2026 + Postgres migration notes (#1278) (#1314)

Records the firm SQLite end-of-support date and the SQLite → PostgreSQL
migration announcement/guidance. Documentation/decision only — SQLite code
removal stays with the migration work (#300/#1183/#746).

- docs/migrations/SQLITE_TO_POSTGRES.md (new): authoritative guide — EOL date,
  what changes and when, switching a fresh deployment (DATABASE_URL + postgres
  profile), migrating an existing deployment (backup-first; no turnkey data-copy
  tool yet — honest cutover options), verification, and release-notes copy.
- docs/releases/v0.6.2.md (new, draft): EOL announcement section linking the
  guide, seeding the next release notes.
- docs/planning/TARGET_ARCHITECTURE.md + docs/memory/architecture.md (Invariant #3):
  reference the EOL date so it's discoverable outside the release.
- Cross-links the in-repo reminder companion (#1279).

Related to #1278

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

* docs: stop disclosing enterprise functionality in public docs (trinity-enterprise#45) (#1311)

* docs: stop disclosing enterprise functionality in public docs (trinity-enterprise#45)

The public repo documented the full design, feature catalog, and gating
strategy of the paid enterprise tier — a free blueprint of what we monetize
and how it's built. This removes that competitive content and keeps only the
generic open-core seam public.

- Delete 4 strategy/design docs (OSS_ENTERPRISE_SPLIT_RESEARCH,
  ENTERPRISE_ARCHITECTURE, feature-flows/enterprise-modules, ENTERPRISE_LOCAL_DEV)
- architecture.md "Enterprise Modules" table -> neutral seam pointer
  (no paid-feature catalog, no enterprise_* table DDL, no per-module detail)
- requirements.md §35 -> abstract EntitlementService seam (drop the enumerated
  module list + dead links to the deleted strategy docs)
- audit-trail.md: neutralize the lone enterprise-pillar mention
- CLAUDE.md: standing rule — enterprise designs live only in trinity-enterprise
- CI: enterprise-docs-guard.yml fails the build if live public docs reintroduce
  paid-feature / private-schema tokens

Content is preserved (relocated to the private trinity-enterprise repo, see the
companion PR). Git-history scrub of the deleted files + point-in-time historical
docs (archive/, releases/, security-reports/) tracked as a follow-up.

Related to Abilityai/trinity-enterprise#45

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

* ci(enterprise-docs-guard): add least-privilege permissions block

Clears CodeQL actions/missing-workflow-permissions (medium). The guard only
checks out and greps, so contents: read is sufficient.

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

---------

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

* docs(releases): add 0.7.0 release notes

* fix(#1115): port get_agent_schedules_summary to SQLAlchemy Core (Postgres-safe)

The #300 SQLAlchemy migration dropped the get_db_connection import from
db/schedules.py but left get_agent_schedules_summary (#1115) calling it,
so the /schedules/analytics-summary endpoint raised NameError at runtime.
Surfaced for the first time by the v0.7.0 release-PR full-suite run (dev
pushes only lint).

Port the method to get_engine() Core queries like its siblings, and
replace the SQLite-only bare-column-with-MAX last-run query with a
portable ROW_NUMBER() window so it works on PostgreSQL too.

Also refresh the test_login_rate_limit_split config stub, which went
stale when auth.py grew a PUBLIC_ACCESS_REQUESTS_ENABLED dependency
(trinity-enterprise#10) — 8 collection errors under HEAD.

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

* feat(voip): per-agent VoIP config panel + persisted voice (abilityai/trinity-enterprise#28)

Add the missing per-agent VoIP config UI (agent Settings/Sharing tab) and a
persisted per-agent Gemini voice. Shipped as plain OSS gated on the existing
voip_available platform flag — NOT entitlement-gated (a UI gate over a
money-spending OSS backend would be cosmetic; deliberate simplification of the
issue's original "entitlement-gated" framing).

Backend:
- agent_ownership.voice_name (default Kore) via dual-track migration
  (SQLite db/migrations.py + Alembic 0004 + schema.py/tables.py). db
  get/set_voice_name with read-path fallback to Kore for unset/invalid values.
- GET/PUT /api/agents/{name}/voice/name (PUT owner-only, validated against
  GEMINI_VOICE_NAMES). _get_voice_name and voip_service now read the persisted
  voice instead of the two hardcoded "Kore" sites.
- PUT /api/agents/{name}/voip/enabled toggle (owner-only, 404 when no binding);
  create_binding upsert no longer forces enabled=1 so re-saving credentials
  preserves a disabled state (call path already refuses disabled bindings).

Frontend:
- VoipChannelPanel.vue (modeled on WhatsAppChannelPanel) mounted in SharingPanel
  under voip_available; shared src/constants/voices.js (drift-guarded vs backend);
  AgentWorkspace picker defaults to the persisted voice; sessions store surfaces
  voip_available.

Tests: tests/unit/test_28_voip_voice_config.py — voice fallback/roundtrip/
invalid->default, enable toggle + re-PUT-preserves-disabled (H3), and the
frontend/backend voice-list drift guard. Schema-parity + voip-db guards green.

Refs abilityai/trinity-enterprise#28

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

* test(voip): HTTP-level endpoint tests for /voice/name + /voip/enabled (#28 review I1)

Pre-landing /review flagged that the new endpoints were covered only at the DB
layer. Add FastAPI TestClient tests (mount real routers, override auth deps, stub
db/voip_service) asserting:
- PUT /voice/name: owner-gated (403), 400 on unknown voice, empty clears to
  default, valid voice persists; GET returns voice_name + available_voices.
- PUT /voip/enabled: owner-gated (403), 404 when no binding / when voip flag off,
  200 reflecting state with no auth_token leaked.

Also capture a durable learning (docs/memory/learnings.md): the schema-parity
test is blind to db/tables.py drift — a missing Column there passes parity but
breaks at runtime; guard it with a db-accessor unit test that executes a live
select on the new column.

Refs abilityai/trinity-enterprise#28

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

* refactor(docs): agent-readable zero-to-value onboarding (#1280) (#1336)

* refactor(docs): agent-readable zero-to-value onboarding (#1280)

Make the repo's entry points machine-first so an autonomous agent can self-orient and reach a useful result without a human translating context.

- AGENTS.md: add a "Using this file" machine-contract header (declares it the authoritative agent entry point, states the AGENTS/CLAUDE/README boundary, explains how to traverse). Rebuild Route-by-task with an explicit "Done when" zero-to-value signal per persona.
- CLAUDE.md: cross-link to AGENTS.md and frame CLAUDE.md as the contributor working agreement (auto-loaded by Claude Code), not the agent landing page.
- Fixes from a context-free agent onboarding test (AC#5 validation): AGENTS.md deploy verify no longer assumes an undefined $TOKEN (leads with `trinity agents list`, shows token derivation); deploy section states the running-instance prerequisite; README CLI example adds the `trinity agents list` verify step; docs/CLI.md leads with `pip install trinity-cli` (PyPI) and marks `-e src/cli/` as the from-source/dev variant.

Validated by an agent performing a zero-to-value deploy task using only repo files, no human context: self-oriented in 2 hops (README -> AGENTS.md) to a correct deploy+verify answer; friction items above are its findings, folded back in.

Repo-root AGENTS.md is hand-authored; the CLAUDE.md->AGENTS.md mirror (#1187) is per-agent-container (startup.sh), so these edits are conflict-free.

Related to #1280

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

* docs(templates): machine-readable starter-template catalog (#1280)

Affordance sweep for agent self-selection. Previously an agent had to `ls`
config/agent-templates/ (24 dirs, 7 of them test fixtures) and open each
template.yaml to find a starting point.

- config/agent-templates/README.md: catalog grouping the 17 real templates
  (single-purpose: scout/sage/scribe/demo-*/trinity-system; the dd-* due-
  diligence suite) with one-line affordances, how-to-use, and an explicit
  "not starting points" list for the test/canary fixtures
- AGENTS.md: link the catalog from the Deploy-an-agent section so the
  zero-to-value path is "pick a ready-made template", not "author from scratch"

Related to #1280

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

* fix(tests): un-quarantine and fix the 15 unmasked unit failures (#1103) (#1338)

Removes the @pytest.mark.skip quarantines added in #300 and fixes the
underlying issues. Each group fixed at root cause, not by matching assertions
to current behavior.

Environmental (git identity):
- tests/unit/conftest.py: set GIT_AUTHOR/COMMITTER_NAME/EMAIL process-wide so
  in-test `git commit` works on a CI runner with no global git identity
  ("Author identity unknown"). Fixes test_reset_preserve_state_guardrails (3)
  and the test_git_pull_branch end-to-end setups.

Test-setup bug (production code was correct):
- test_git_pull_branch.py: the repos did `git push -u origin main` but `git init`
  defaults to `master` (no init.defaultBranch), so origin/main never existed and
  _get_pull_branch correctly fell back to the working branch — the assertions
  expecting "main" failed. Force `git init -b main` (local + bare). Fixes all 5
  (TestGetPullBranch 2 + TestGitPullFromMainEndToEnd 3).

Test-isolation bug (assertions were correct):
- test_orphaned_execution_recovery.py: shared module-level mocks were reset with
  plain reset_mock(), which keeps return_value/side_effect — so one test's
  get_agent_container.side_effect bled into later tests under random ordering,
  skewing recovery counts ("assert 3 == 2"). Reset with
  reset_mock(return_value=True, side_effect=True). Stable across 5 seeds.

Real lint findings:
- docker/base-image/startup.sh: shellcheck now exits 0. Converted the 4 fragile
  file-iteration loops to `find -print0 | while read` (SC2010/SC2045/SC2044),
  hardened 8 `cd` with `|| exit 1` (SC2164), split the SC2155 export, and
  documented-disabled SC2001 on the two regex `sed` lines that ${//} can't
  express. `bash -n` clean. Un-skips test_startup_sh_shellcheck_clean.

backlog (3) and 929 (1) were already un-quarantined on dev (db_harness schema),
so no change needed there.

Verified: the 11 un-skipped tests pass across multiple random seeds; full unit
suite shows no regressions from these changes (the unrelated pre-existing
test_1115_schedules_summary / test_admin_email_login failures fail on dev too).

Related to #1103

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

* chore(deps-dev): bump happy-dom (#1326)

Bumps the patch-and-minor group in /tests/git-sync with 1 update: [happy-dom](https://github.com/capricorn86/happy-dom).


Updates `happy-dom` from 20.10.5 to 20.10.6
- [Release notes](https://github.com/capricorn86/happy-dom/releases)
- [Commits](https://github.com/capricorn86/happy-dom/compare/v20.10.5...v20.10.6)

---
updated-dependencies:
- dependency-name: happy-dom
  dependency-version: 20.10.6
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: patch-and-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* chore(deps-dev): bump @types/node in /src/mcp-server (#1327)

Bumps [@types/node](https://github.com/DefinitelyTyped/DefinitelyTyped/tree/HEAD/types/node) from 25.9.3 to 26.0.0.
- [Release notes](https://github.com/DefinitelyTyped/DefinitelyTyped/releases)
- [Commits](https://github.com/DefinitelyTyped/DefinitelyTyped/commits/HEAD/types/node)

---
updated-dependencies:
- dependency-name: "@types/node"
  dependency-version: 26.0.0
  dependency-type: direct:development
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* chore(deps): bump fastmcp (#1325)

Bumps the patch-and-minor group in /src/mcp-server with 1 update: [fastmcp](https://github.com/punkpeye/fastmcp).


Updates `fastmcp` from 4.3.0 to 4.3.2
- [Release notes](https://github.com/punkpeye/fastmcp/releases)
- [Commits](https://github.com/punkpeye/fastmcp/compare/v4.3.0...v4.3.2)

---
updated-dependencies:
- dependency-name: fastmcp
  dependency-version: 4.3.2
  dependency-type: direct:production
  update-type: version-update:semver-patch
  dependency-group: patch-and-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* chore(deps): bump the patch-and-minor group (#1329)

Bumps the patch-and-minor group in /src/frontend with 5 updates:

| Package | From | To |
| --- | --- | --- |
| [axios](https://github.com/axios/axios) | `1.18.0` | `1.18.1` |
| [@playwright/test](https://github.com/microsoft/playwright) | `1.61.0` | `1.61.1` |
| [autoprefixer](https://github.com/postcss/autoprefixer) | `10.5.0` | `10.5.1` |
| [@rollup/rollup-darwin-arm64](https://github.com/rollup/rollup) | `4.62.0` | `4.62.2` |
| [@rollup/rollup-linux-arm64-musl](https://github.com/rollup/rollup) | `4.62.0` | `4.62.2` |


Updates `axios` from 1.18.0 to 1.18.1
- [Release notes](https://github.com/axios/axios/releases)
- [Changelog](https://github.com/axios/axios/blob/v1.x/CHANGELOG.md)
- [Commits](https://github.com/axios/axios/compare/v1.18.0...v1.18.1)

Updates `@playwright/test` from 1.61.0 to 1.61.1
- [Release notes](https://github.com/microsoft/playwright/releases)
- [Commits](https://github.com/microsoft/playwright/compare/v1.61.0...v1.61.1)

Updates `autoprefixer` from 10.5.0 to 10.5.1
- [Release notes](https://github.com/postcss/autoprefixer/releases)
- [Changelog](https://github.com/postcss/autoprefixer/blob/main/CHANGELOG.md)
- [Commits](https://github.com/postcss/autoprefixer/compare/10.5.0...10.5.1)

Updates `@rollup/rollup-darwin-arm64` from 4.62.0 to 4.62.2
- [Release notes](https://github.com/rollup/rollup/releases)
- [Changelog](https://github.com/rollup/rollup/blob/master/CHANGELOG.md)
- [Commits](https://github.com/rollup/rollup/compare/v4.62.0...v4.62.2)

Updates `@rollup/rollup-linux-arm64-musl` from 4.62.0 to 4.62.2
- [Release notes](https://github.com/rollup/rollup/releases)
- [Changelog](https://github.com/rollup/rollup/blob/master/CHANGELOG.md)
- [Commits](https://github.com/rollup/rollup/compare/v4.62.0...v4.62.2)

---
updated-dependencies:
- dependency-name: axios
  dependency-version: 1.18.1
  dependency-type: direct:production
  update-type: version-update:semver-patch
  dependency-group: patch-and-minor
- dependency-name: "@playwright/test"
  dependency-version: 1.61.1
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: patch-and-minor
- dependency-name: autoprefixer
  dependency-version: 10.5.1
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: patch-and-minor
- dependency-name: "@rollup/rollup-darwin-arm64"
  dependency-version: 4.62.2
  dependency-type: direct:production
  update-type: version-update:semver-patch
  dependency-group: patch-and-minor
- dependency-name: "@rollup/rollup-linux-arm64-musl"
  dependency-version: 4.62.2
  dependency-type: direct:production
  update-type: version-update:semver-patch
  dependency-group: patch-and-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* feat(executions): propagate cancelled terminal status end-to-end (#679) (#1333)

Defense-in-depth follow-up to #671. Make the agent task-runner aware that an
operator cancel happened and surface a third terminal outcome — `cancelled` —
alongside success/failed, so a cancel is never recorded as a billable success
or an agent failure.

Agent server:
- ProcessRegistry records a `_terminated[execution_id]` marker on a successful
  SIGINT send; `was_terminated()` (read-only, 300s lazy TTL, cleared on
  register) lets the sync chat handler and async result callback relabel a
  graceful-exit-0 / SIGKILL->504 turn as cancelled.
- `record_task_finish` accepts a neutral finish (success=None): a cancel
  neither resets nor increments the dispatch-breaker failure counter (#526).

Backend:
- 3-way status map (success->SUCCESS, cancelled->CANCELLED, else->FAILED) in
  the async callback (routers/agents.py) and the sync applier
  (task_execution_service). An auth/rate terminal is never reclassified as a
  cancellation — guarded at the backend trust boundary too (CSO finding 2).
- Consumers (message_router, chat, paid, public, validation_service) treat
  cancelled as non-delivery; paid no longer settles on cancel (money bug).
- terminate writes CANCELLED only when it actually stopped a running turn; on
  already-finished the agent's real terminal stands (Issue 7).

Tests: 9 new unit suites (64 cases) + execution-termination integration
additions; 85 unit tests pass locally. CSO diff audit: CLEAR.

Refs #679

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

* feat(ui): unify Chat + Session into one Chat tab with a session-mode toggle (#1112) (#1340)

Collapse the redundant Chat + Session tabs on Agent Detail into a single "Chat"
tab carrying a "Session mode" toggle (default ON), keeping the legacy stateless
surface as a first-class user-selectable mode rather than dead code.

- AgentDetail.vue: single `{ id: 'chat' }` tab (drop the separate Session entry).
  New `chatMode` ref ('session'|'legacy', default 'session') persisted per-user in
  localStorage['trinity.chatMode']. `sessionAvailable` = feature flag on AND
  runtime has --resume (not Codex); `effectiveChatMode` forces legacy when the
  Session surface is unavailable and hides the toggle. The toggle swaps
  SessionPanel ↔ ChatPanel in-place (v-if). isFullscreenTab keys on the single
  'chat' id; `?tab=session` aliases to 'chat' (hinting session mode).
- Execution-resume: ExecutionDetail "continue as chat" (?tab=chat&resumeSessionId)
  forces legacy ChatPanel (which owns resume) via a transient, non-persisted
  routeForcedMode — without rewriting the user's saved preference.
- No backend change (session_tab_enabled already exists). MobileAdmin unaffected:
  its openChat is a self-contained mobile chat overlay, not an AgentDetail
  deep-link, so there is nothing to repoint.
- docs: architecture Session Tab block + requirements §5.8 note.

Related to #1112

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>

* feat(access): Access tab — manage Trinity operators per agent (trinity-enterprise#17) (#1317)

New Access tab on Agent Detail that manages Trinity operators (platform users)
with access to an agent, distinct from the Sharing tab's external channel
clients. Draws the operator-vs-client line on the read path.

Backend:
- db.get_agent_operator_access(): outer-joins agent_sharing × users on the
  grantee email (lower-cased, engine-based → PG+SQLite). Resolved → active
  operator (username/role/last_active); unresolved → pending invite.
- GET /api/agents/{name}/access (AgentOperatorAccess model). Add/remove reuse
  the existing /share + /share/{email}.

Frontend:
- AccessPanel.vue: operator roster (status + role badges, last-active), add by
  email, remove. Access tab wired into AgentDetail (owner-gated).
- SharingPanel.vue: Team Sharing allow-list removed (moves to Access); dead
  share-management script + stale "Team Sharing below" copy cleaned/repointed.
- stores/agents.js: getAgentAccess().

Tests: active-vs-pending classification + agent scoping. vite build passes.

Note: the strict client-vs-operator split (non-user emails → a dedicated client
roster) is deferred to the Sharing-side redesign (#18/#20); removing them here
now would orphan those grants, so all allow-list entries stay visible on Access.

Related to Abilityai/trinity-enterprise#17

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

* fix(ui): slim the Overview executions-by-type bars

The "Executions by type" stacked bars rendered full-width with a 1px
gap, so a busy agent's week read as a solid wall of color. Cap each
bar at 56px and center it inside its (still full-width) hover column,
and soften the top corner. The column stays flex-1 so spacing/tooltips
are unchanged and wider windows (14d/30d) thin naturally.

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

* feat(voip): add Gacrux to the Gemini Live voice picker

Adds the "Gacrux — Mature" prebuilt voice to the per-agent VoIP voice
selector (and the shared AgentWorkspace per-session picker, which reads
the same list). Updated in lockstep across the three mirrored sources so
the frontend↔backend parity test stays green:

- src/frontend/src/constants/voices.js — single frontend source of truth
- src/backend/config.py GEMINI_VOICE_NAMES — write-validation allowlist +
  read-path fallback
- tests/unit/test_28_voip_voice_config.py — hardcoded parity tuple

Follow-up to #1323 (per-agent VoIP config panel + persisted voice).

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

* feat(ui): reframe Sharing tab to external-client sharing via channels (#1347)

Part of the Access/Sharing redesign (Epic trinity-enterprise#16). The Access
tab (#17) already owns Trinity operators; this scopes the Sharing tab to the
operator → external-client surface.

- Google-Docs-style "Share this agent" framing; operator language removed
  (operators live on the Access tab).
- External access policy collapsed into one **Restricted ↔ Open** segmented
  control over require_email/open_access (Restricted = approval-gated, Open =
  anyone verified; identity proof always on for external sharing).
- Pending requests kept, reframed as external clients awaiting approval.
- Channels rendered as compact collapsible summary rows (new
  ChannelDisclosure.vue). Detailed config stays reachable inside the expanded
  row as a non-regressing interim seam — #19 replaces the body with a modal
  dialog. No channel functionality removed.
- Outbound file sharing + public links nudged into a separate "Distribution"
  section (distribution, not client access).

Frontend-only; no API changes. SharingPanel prop/emit contract unchanged.
Verified: both SFCs compile (vue/compiler-sfc), design-token check passes.

Related to abilityai/trinity-enterprise#18

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

* docs(architecture): trim architecture.md under the 150k-char context limit (#1344)

architecture.md had grown to ~156.7k chars (on dev), past the 150k
soft limit Claude Code warns about when auto-loading it each session
(it's `@`-imported by CLAUDE.md). Over the limit the file risks silent
truncation and eats a large slice of the context window every session.

Compressed the densest Cross-Cutting Subsystem narratives, the migration
and non-root-container invariants (#3/#17), a few catalog/endpoint rows,
and the longest frontend UI prose — preferring summary + pointer where a
dedicated `feature-flows/` doc already owns the deep detail (the doc's own
editorial rule). Result: 156.7k → 149.3k chars (~4.8% smaller).

No facts dropped: every issue tag, field name, default, and error-string
is preserved; protected SQLite DDL (tracked by /validate-schema) untouched;
heading/code-fence/table counts unchanged; all 12 added flow-doc links
resolve.

Related to the over-limit warning surfaced in Claude Code.

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

* chore(deps): bump js-yaml from 4.2.0 to 5.1.0 in /src/frontend (#1330)

Bumps [js-yaml](https://github.com/nodeca/js-yaml) from 4.2.0 to 5.1.0.
- [Changelog](https://github.com/nodeca/js-yaml/blob/master/CHANGELOG.md)
- [Commits](https://github.com/nodeca/js-yaml/compare/4.2.0...5.1.0)

---
updated-dependencies:
- dependency-name: js-yaml
  dependency-version: 5.1.0
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* fix(ci): guard the Alembic (Postgres) track in schema-parity (#1342) (#1345)

* fix(ci): guard the Alembic (Postgres) track in schema-parity (#1342)

The schema-parity required check validated only the SQLite track
(migrations.py ↔ schema.py). A schema change that ships the SQLite
migration but omits the Alembic revision under
src/backend/migrations/versions/ passed every required check green yet
broke PostgreSQL — init_database() runs alembic_runner.upgrade_to_head(),
which applies revision files only and does not autogenerate from
tables.py. Two PRs reached "green CI but PG-broken" and had to be held by
hand.

Add a cross-track guard, folded into the existing required schema-parity
job (no new required-check to manage):

- scripts/ci/check_alembic_parity.py — fails a PR that ADDS schema DDL to
  db/{migrations,schema,tables}.py without a net-new revision file under
  src/backend/migrations/versions/. Pure stdlib, PR-only (diffs base...head).
- Heuristic / false-positive guard: the signal is a DDL keyword on an
  *added, non-comment* line (SQL: CREATE/ALTER/ADD COLUMN/…; SQLAlchemy:
  Column(/Table(/Index(/…). Comment edits, data-only and down migrations
  carry no DDL keyword, so they don't trip it. Documented in the script
  docstring and the workflow header.
- tests/unit/test_alembic_parity_guard.py — 20 tests incl. the acceptance
  fixtures (SQLite-only change fails; dual-tracked passes; comment/data-only
  pass). Wired into the parity pytest run.

Also notes the enforcement in architecture.md Invariant #3.

Verified locally: 24 tests pass; end-to-end smoke across clean / SQLite-only
(exit 1) / paired-revision (exit 0) scenarios behaves correctly.

Related to #1342

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

* fix(ci): tighten Alembic guard to require a new MIGRATIONS entry (#1342)

Verifying against real repo history surfaced a false positive: the
migration-runner refactor #1263 (_atomic_rebuild table rebuilds) re-emits
CREATE TABLE / CREATE INDEX for *existing* tables in a rename-swap but adds
no actual schema and no new MIGRATIONS entry — yet the original "any added
DDL keyword" heuristic flagged it, violating AC #4 (non-schema edits must
not trip).

Tighten the signal to two conjuncts: a schema change must (1) register a
net-new ("name", _migrate_fn) entry in the MIGRATIONS list AND (2) carry a
DDL keyword. Runner refactors / table rebuilds add no entry → exempt;
data-only new migrations carry no DDL → exempt; real column/table adds do
both → caught.

Validated against real commits:
  • #740 agent_loops, #526 agent_ownership column → FAIL (correctly blocked)
  • #668 compat, voice_name (both shipped an Alembic revision) → PASS
  • #1263 runner refactor → PASS (false positive fixed)
A full post-Alembic history scan finds 0 outstanding missing revisions, so
no backfill is owed; the pre-Alembic columns are already in 0001_baseline.

28 tests pass (added MIGRATIONS-entry detection + the #1263 rebuild case).

Related to #1342

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: Eugene Vyborov <eugene@beingluminous.com>

* docs(dependab…
dolho added a commit that referenced this pull request Jul 14, 2026
…rror (#1167)

Sequential agent loops (#740) were fail-fast: the first failed iteration aborted
the whole loop. Add a per-loop policy to tolerate failures and keep going,
bounded so a fully-broken agent still terminates.

- config: `on_failure` ('abort' default = current fail-fast, backward compatible;
  'continue' tolerates a failed iteration) + `max_consecutive_failures`
  (default 3, range 1–100). Both plumbed end to end (Invariant #13).
- runner (loop_service.py): both failure surfaces gated — raised exception AND
  non-success TaskExecutionResult. Continue mode finalizes the failed
  agent_loop_runs row, increments failed_runs/consecutive_failures, and proceeds;
  a success resets the streak. Reaching max_runs (or stop-signal) with tolerated
  failures finalizes as `completed_with_errors`; hitting the consecutive cap
  finalizes `failed`/`stop_reason=max_consecutive_failures`. {{previous_response}}
  keeps the last *successful* response (a failed iteration never overwrites it).
- schema/migration: agent_loops gains on_failure, max_consecutive_failures,
  failed_runs (schema.py + tables.py Core + versioned migration). New terminal
  status `completed_with_errors`.
- api: POST /loops accepts on_failure/max_consecutive_failures; LoopStatusResponse
  surfaces failed_runs/on_failure/max_consecutive_failures.
- mcp: run_agent_loop gains the two params (tools/loops.ts + client.ts).
- ui: LoopsPanel failure-policy controls + failed_runs/completed_with_errors
  surfacing.
- tests: abort unchanged, continue past a failed run (both surfaces), consecutive
  cutoff, streak-reset; schema-parity + migrations green. 42 passed.

Related to #1167

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
vybe pushed a commit that referenced this pull request Jul 14, 2026
…rror (#1167) (#1339)

* feat(loops): configurable failure policy — fail-fast vs continue-on-error (#1167)

Sequential agent loops (#740) were fail-fast: the first failed iteration aborted
the whole loop. Add a per-loop policy to tolerate failures and keep going,
bounded so a fully-broken agent still terminates.

- config: `on_failure` ('abort' default = current fail-fast, backward compatible;
  'continue' tolerates a failed iteration) + `max_consecutive_failures`
  (default 3, range 1–100). Both plumbed end to end (Invariant #13).
- runner (loop_service.py): both failure surfaces gated — raised exception AND
  non-success TaskExecutionResult. Continue mode finalizes the failed
  agent_loop_runs row, increments failed_runs/consecutive_failures, and proceeds;
  a success resets the streak. Reaching max_runs (or stop-signal) with tolerated
  failures finalizes as `completed_with_errors`; hitting the consecutive cap
  finalizes `failed`/`stop_reason=max_consecutive_failures`. {{previous_response}}
  keeps the last *successful* response (a failed iteration never overwrites it).
- schema/migration: agent_loops gains on_failure, max_consecutive_failures,
  failed_runs (schema.py + tables.py Core + versioned migration). New terminal
  status `completed_with_errors`.
- api: POST /loops accepts on_failure/max_consecutive_failures; LoopStatusResponse
  surfaces failed_runs/on_failure/max_consecutive_failures.
- mcp: run_agent_loop gains the two params (tools/loops.ts + client.ts).
- ui: LoopsPanel failure-policy controls + failed_runs/completed_with_errors
  surfacing.
- tests: abort unchanged, continue past a failed run (both surfaces), consecutive
  cutoff, streak-reset; schema-parity + migrations green. 42 passed.

Related to #1167

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

* fix(loops): honor inter-run delay on the exception failure surface (#1167 review)

Continue mode skipped delay_seconds when an iteration *raised* (the exception
path `continue`d past the delay block), while a non-success result honored it.
Extract the inter-run delay (with its cooperative-stop check) into a helper and
call it on both surfaces so continue-mode pacing is consistent. Add a test
asserting the delay fires after a raised iteration.

* fix(db): add Alembic revision for agent_loops failure-policy columns (#1167)

#1167 shipped the SQLite migration + DDL but no Alembic revision, so an
existing PostgreSQL deployment would miss on_failure / max_consecutive_failures
/ failed_runs on `alembic upgrade head`. Chains 0011 after 0010 (single head).

Related to #1167

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

* chore: reset stale submodule pointers to dev's (.claude, src/backend/enterprise)

The branch carried accidental gitlink changes from a stale local checkout:
src/backend/enterprise pointed at a commit only reachable from an unmerged
side branch (feature/88-local-dev-submodule-docs), and .claude at a commit
divergent from dev's pointer. Neither bump was intended by this PR.

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Eugene Vyborov <eugene@beingluminous.com>
dolho added a commit that referenced this pull request Jul 17, 2026
…160)

The MCP surface for the A2A interoperability management plane — the third
surface (Invariant #13) over the entitlement-gated enterprise backend
(trinity-enterprise#160, /api/enterprise/a2a/*). Distinct from the runtime
call_a2a_agent (#736).

New src/mcp-server/src/tools/a2a.ts (7 tools):
- get_agent_a2a_config, set_agent_a2a_exposure, get_agent_a2a_card (proxies the
  OSS #737 served-card endpoint), set_a2a_inbound_allowlist,
  register_a2a_endpoint, list_a2a_endpoints, remove_a2a_endpoint.
- Honest gating: an unentitled 403 ("not licensed") / OSS-only 404 return a
  structured { not_entitled | not_found } — never a silent success. Mutations
  are owner/admin + human-only, enforced at the backend (agent-scoped key → 403
  human_only). Outbound credentials are write-only — the backend returns only
  has_credentials, so no tool echoes a secret.

client.ts: 8 A2A methods (getA2AExposedMap swallows OSS-404/unentitled-403 → {}).
agents.ts: list_agents/get_agent best-effort merge a2a_exposed (mirrors
mcp_exposed, #846) — omitted in editions without A2A, no OSS↔enterprise coupling.
server.ts: register the tool group (connector-denied visibility, like the rest).

Tests: src/mcp-server/src/tools/a2a.test.ts (10) — proxy contract, credentials
never echoed, entitlement/human-only/404 gating. Full suite 100 pass; tsc clean.

Related to #160

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
dolho added a commit that referenced this pull request Jul 17, 2026
…160)

The MCP surface for the A2A interoperability management plane — the third
surface (Invariant #13) over the entitlement-gated enterprise backend
(trinity-enterprise#160, /api/enterprise/a2a/*). Distinct from the runtime
call_a2a_agent (#736).

New src/mcp-server/src/tools/a2a.ts (7 tools):
- get_agent_a2a_config, set_agent_a2a_exposure, get_agent_a2a_card (proxies the
  OSS #737 served-card endpoint), set_a2a_inbound_allowlist,
  register_a2a_endpoint, list_a2a_endpoints, remove_a2a_endpoint.
- Honest gating: an unentitled 403 ("not licensed") / OSS-only 404 return a
  structured { not_entitled | not_found } — never a silent success. Mutations
  are owner/admin + human-only, enforced at the backend (agent-scoped key → 403
  human_only). Outbound credentials are write-only — the backend returns only
  has_credentials, so no tool echoes a secret.

client.ts: 8 A2A methods (getA2AExposedMap swallows OSS-404/unentitled-403 → {}).
agents.ts: list_agents/get_agent best-effort merge a2a_exposed (mirrors
mcp_exposed, #846) — omitted in editions without A2A, no OSS↔enterprise coupling.
server.ts: register the tool group (connector-denied visibility, like the rest).

Tests: src/mcp-server/src/tools/a2a.test.ts (10) — proxy contract, credentials
never echoed, entitlement/human-only/404 gating. Full suite 100 pass; tsc clean.

Related to #160

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
vybe pushed a commit that referenced this pull request Jul 17, 2026
… terminal (#1578) (#1680)

* docs(requirements): system-emitted task completion events (#1578)

Rule #1 — document the new capability before implementing it. Adds
§17.2a beside EVT-001: backend emits agent.task.completed/failed at every
CAS-won terminal, matching-sub gated, reserved namespace + recursion-break,
EVT-001 dispatch (best-effort to a running subscriber), inert by default.

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

* feat(events): event_dispatch_service — extracted delivery + system emit helper (#1578)

New services/event_dispatch_service.py:
- trigger_subscription / _interpolate_template / _get_internal_token moved
  verbatim out of routers/event_subscriptions.py so a service (TES) can reuse
  the EVT-001 dispatch primitive without importing a router (Invariant #1).
- emit_task_terminal_event + spawn_task_terminal_event (#1578): the single
  shared helper the backend fires at every CAS-won terminal — matching-sub
  gated (empty => no row, no dispatch), recursion-break on triggered_by='event',
  flat interpolable payload incl. fan_out_id/loop_id, fail-open.
- trigger_subscription stamps the reserved-namespace loopback with
  X-Event-Trigger so the spawned task persists triggered_by='event'.

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

* feat(events): reserved-namespace guards + recursion-break wiring (#1578)

- event_subscriptions.py: import the extracted event_dispatch_service (delete
  the moved defs); reject agent emits into agent.task.* on both emit routes
  (400); block reserved-namespace self-subscription on create AND update (400);
  dispatch via event_dispatch_service.trigger_subscription.
- chat.py: read X-Event-Trigger on /task; a reserved-namespace dispatch persists
  triggered_by='event' (threaded via triggered_by_override) so the emit helper
  suppresses that task's own terminal event — the recursion-break.

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

* feat(events): emit agent.task.* at every task_execution terminal (#1578)

- apply_result SUCCESS won path -> agent.task.completed (sanitized_resp, cost,
  duration); covers both #1083 paths (inline sync + async result-callback both
  converge here).
- apply_result FAILURE won path -> agent.task.failed (envelope.status carries
  failed/cancelled; salvage cost).
- _write_terminal_and_gate gains agent_name and emits agent.task.failed on won —
  covering the timeout / budget-exhausted / unexpected-exception (+ inline
  circuit-open/capacity/ephemeral) terminals that never reach apply_result, the
  exact wedge case the feature exists for. agent_name threaded from all 4
  execute_task call sites.

All emits are CAS-won only, fire-and-forget, fail-open.

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

* feat(events): emit agent.task.failed at the #1083 lease-reaper terminals (#1578)

_sweep_stale_slots' two per-execution CAS-won sites (async lease expired with no
result callback) now emit agent.task.failed — waking a subscribed orchestrator
on the exact wedge the feature exists for. Fire-and-forget + fail-open; the bulk
watchdog sweeps stay a documented residual (no per-row context).

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

* feat(events): emit agent.task.* at the pull-sink terminal (#1578)

apply_task_result's CAS-won path now emits agent.task.completed/failed. Dark
until a pull pilot is enabled (#1081) but wired so a pilot doesn't silently
regress report-back. CAS-won only (replay/late report short-circuits or loses
the CAS), fire-and-forget + fail-open. Coordinate with obasilakis (his file).

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

* docs(mcp): note reserved agent.task.* namespace in events.ts (#1578)

Invariant #13 doc-only: emit_event notes agent.task.* is reserved/backend-emitted
(rejected if emitted); subscribe_to_event notes you can subscribe to a source
agent's agent.task.completed/failed for an automatic report-back task instead of
polling, with the payload shape and the no-self-subscription rule.

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

* test(events): unit coverage for system-emitted task completion events (#1578)

27 tests, all green:
- Emit helper: fired (success/failed/cancelled), not-fired-no-sub (AC #1/#5),
  recursion-break, status-as-.value (#1085 footgun), payload shape
  (fan_out_id/loop_id), duration/cost row fallback, truncation, fail-open.
- Every CAS-won terminal writer spawns on won / not on lost CAS: apply_result
  inline path, _write_terminal_and_gate (timeout class — the critical pin), the
  #1083 lease-reaper, and the pull sink.
- Both #1083 terminal paths GENUINELY (dossier §5): inline apply_result call AND
  the async result-callback endpoint driving the REAL apply_result — distinct
  entry points, not two tests on the same inline call.
- Reserved-namespace guards: emit 400, create self-sub 400, PUT self-sub 400,
  cross-agent subscribe allowed.

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

* docs(feature-flows): task-completion-events flow + index + cross-links (#1578)

New feature-flows/task-completion-events.md: end-to-end report-back path, the
terminal-writer coverage table, system- vs agent-emitted split, 3-layer loop
safety, honest best-effort delivery note, content-trust note, test map. Adds the
Recent Updates row + category index entry (feedback: always add the index row),
and cross-link pointers from task-execution-service.md and
agent-event-subscriptions.md.

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

* docs(architecture): Task Completion Events cross-cutting block (#1578)

- New 'Task Completion Events (#1578)' subsystem block: system- vs agent-emitted,
  shared event_dispatch_service helper, CAS-won terminal-writer coverage table,
  3-layer loop safety, honest best-effort delivery note.
- Pointer from Fire-and-Forget Dispatch (#1083); services-catalog row for
  event_dispatch_service.py; reserved-namespace note on the events.ts MCP row +
  the agent_events DDL.

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

* docs(target-arch): reconcile §Async-First — completion events implemented (#1578)

Mark the agent.task.completed/failed contract IMPLEMENTED, note the divergence
(EVT-001 subscription dispatch, best-effort to a running subscriber; durable
pull-queue delivery deferred; not the WS event_bus) and the pull-sink coverage.
Add a '├─ Bankable win 3' #1578 row under the #1081 umbrella.

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

* fix(events): authenticate recursion-break header + sanitize task-event summary (#1578)

Two review findings on the #1578 completion-event path, both pre-merge:

1. Spoofable recursion-break. The reserved-namespace loopback was suppressed
   purely on an `X-Event-Trigger` header, so an external `/task` caller could
   spoof it to suppress a real agent's completion event. The header is now
   honored ONLY with a valid backend-internal `X-Internal-Secret` (C-003):
   `trigger_subscription` stamps both, `execute_parallel_task` verifies via
   `event_dispatch_service.verify_internal_dispatch_secret` (constant-time)
   before persisting `triggered_by="event"`.

2. Un-sanitized failure summary. Success/pull terminals sanitize upstream, but
   the failure error strings (`envelope.error` / `str(exc)`) reached the emit
   helper raw. `emit_task_terminal_event` now credential-sanitizes at the single
   chokepoint over a 2x-cap window BEFORE the final truncation, so a secret
   straddling the `TASK_EVENT_SUMMARY_MAX` boundary can't leak an un-redactable
   head fragment.

Tests: +7 (spoof-guard at the helper AND the router call-site; sanitize incl.
the boundary-straddle case) -> 37 pass. Docs: architecture.md delivery note +
feature-flow recursion-break/second-terminal notes updated.

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Eugene Vyborov <eugene@beingluminous.com>
vybe pushed a commit that referenced this pull request Jul 19, 2026
#1296) (#1694)

* docs(requirements): agent self-reminders §10.14 (#1296)

Requirements-first per Rule of Engagement #1: document the new
agent self-reminders capability (durable one-shot deferred
self-trigger) before implementing it — AC 1-7, storage fork,
scheduler fire home, at-least-once delivery, autonomy hold, and
retention.

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

* feat(db): agent_reminders table — 5-track migration (#1296)

Durable one-shot deferred self-trigger storage. Byte-consistent DDL
across all five coordinated edits (Invariant #3):
- db/schema.py: TABLES entry + two indexes (agent + partial active)
- db/migrations.py: _migrate_agent_reminders_table + MIGRATIONS tail
- migrations/versions/0028_agent_reminders (off head 0027)
- db/tables.py: SQLAlchemy Core Table (byte-matched to DDL)
- db/agent_cleanup.py: AGENT_REFS CASCADE (rename cascade + purge +
  soft-delete filter; source_agent_name left unregistered per the
  agent_loops precedent)

schema-parity, alembic-parity, and cleanup-parity all green.

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

* feat(executions): wire triggered_by="reminder" into all three trigger constants (#1296)

A new triggered_by value must hit all three sites or reminder
executions silently vanish from the Overview chart, fail to filter,
or misclassify their failure alert:
- _TRIGGER_BUCKETS + _BUCKET_ORDER (db/schedules.py) — first-class
  "Reminders" bucket (mirrors the #1150 loops precedent)
- _AUTONOMOUS_TRIGGERS (task_execution_service.py) — a reminder
  fires unwatched, so a FAILED reminder earns an operator alert
- _VALID_TRIGGERS (routers/executions.py) — the fleet Executions
  ?triggered_by= filter accepts it

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

* feat(reminders): backend create/list/cancel surface (#1296)

Three-layer backend for agent self-reminders (Invariants #1/#2/#8/#14/#18):
- models.py: ReminderCreate (fire_at XOR delay_seconds validator) +
  Reminder/ReminderSummary + env-tunable abuse-bound constants
- db/reminders.py: RemindersOperations (SQLAlchemy Core, tenant-scoped
  by-id ops, CAS cancel, pending/daily counts, retention prune+count)
- database.py: facade delegation
- services/reminder_service.py: thin create — resolved-window bound,
  timeout clamp to agent cap (#929 parity), pending + durable daily
  caps, provenance, relative→absolute, insert
- services/idempotency_service.py: derive_reminder_key over RAW input
- routers/reminders.py: self-only gate (current_user.agent_name==name)
  + _reject_connector_principal; create-idempotency (header wins else
  raw-input key; terminal rows excluded from replay; fail() only
  pre-insert); tenant-scoped cancel (200/409/404); main.py registration

Self-only auth mirrors reports; connector keys stay off the auth-entry
allowlist AND are explicitly rejected. Verified against a real migrated
SQLite DB; models-centralized + enumeration-uniformity green.

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

* feat(scheduler): arm/fire/reconcile agent self-reminders (#1296)

The standalone scheduler (single-instance) owns the reminder fire path
— a near-clone of the RETRY-001 one-shot DateTrigger machinery:
- models.py: Reminder dataclass (naive-UTC fire_at/firing_at)
- database.py: committed CAS methods (claim_reminder_firing pending→
  firing, mark_fired/failed, release_to_pending, set_execution) +
  get_active_reminders (pending∪firing JOIN agent_ownership, filters
  deleted_at + autonomy_enabled=1) + _row_to_reminder via
  parse_scheduler_ts
- service.py: _schedule_reminder_job (DateTrigger), _execute_reminder
  (at-least-once: CAS claim → create real execution row (__manual__,
  triggered_by=reminder) → dispatch via _call_backend_execute_task →
  timeout=assume-dispatched no-force-FAILED / clean-failure=status-
  guarded FAILED + bounded retry), _reconcile_reminders (fail-open,
  arms pending + reclaims stale firing) wired into initialize() (own
  try after _recover_pending_retries), _sync_schedules() (own try,
  NOT under the cron try — Codex C5), and reload_schedules() (Codex C6)
- config.py: MAX_REMINDER_FIRE_ATTEMPTS (default 3)

All 207 existing scheduler tests green.

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

* feat(mcp): set_reminder/list_reminders/cancel_reminder tools (#1296)

Third surface (Invariant #13) mirroring loops.ts 1:1:
- tools/reminders.ts: createReminderTools → {setReminder, listReminders,
  cancelReminder}; reuses the inline getClient + resolveAgentName
  self-scoping (an agent-scoped key defaults to its bound name); Zod
  carries the abuse bounds (message.max(4000), delay 60..2592000, fire_at
  ISO string). Idempotency is enforced server-side over the raw input,
  so a naive retry dedupes without a client-supplied key.
- client.ts: setReminder/listReminders/cancelReminder thin request wrappers
- server.ts: import + register in the tools array

No agent-server mirror (backend-only scheduling primitive). tsc build clean.

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

* feat(retention): agent_reminders retention sweep + #1644 guard wiring (#1296)

A durable status table needs a retention story (the AGENT_REFS CASCADE
only cleans on agent delete; terminal rows on a LIVE agent accumulate).
Decision: wire the FULL #1644 blast-radius guard (lightweight, mirrors
agent_reports exactly, honors #1638/#1644 discipline):
- settings_service.py: agent_reminders_retention_days in OPS_SETTINGS_
  DEFAULTS (90, wide/safe), OPS_SETTINGS_DESCRIPTIONS, and
  RETENTION_OPS_KEYS (surfaced at GET /api/settings/retention, protected
  from /ops/reset, logged at boot). NOT a community-floor key.
- cleanup_service.py: _sweep_agent_reminders_retention — DELETE terminal
  (fired/cancelled/failed) rows past the window (pending/firing never
  deleted), chunked, gated via _guard_allows + _after_guarded_prune
  (default MAX_ROWS_PER_SWEEP floor); CleanupReport.agent_reminders_pruned.

retention-guard suite green.

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

* test(reminders): backend + scheduler coverage (#1296)

Backend (tests/unit/test_1296_reminders.py, 33 tests): migration +
tables.py live-select accessor guard (the guard schema-parity misses),
the three trigger constants (parametrized), ReminderCreate XOR,
derive_reminder_key raw-input stability, db round-trip + tenant-scope +
cancel CAS states, retention (terminal pruned / pending+firing kept),
reminder_service bounds (min/max window, timeout>cap, pending 429,
daily 429), and router self-gate ATTACK (sibling 403, connector 403),
tenant-scope 404, idempotency edges (dup replay, in-flight 409,
cancel-then-recreate-fresh), cancel outcomes, list default-pending.

Scheduler (tests/scheduler_tests/test_1296_reminders.py, 17 tests):
committed single-fire CAS + multi-connection contention (exactly one
wins, Codex C8), _execute_reminder outcomes (claim-loss / success /
timeout=assume-dispatched-no-force-FAILED / clean-failure-retry /
bounded-failed), _reconcile (arm-once, past-due, stale-firing reclaim,
Z-suffix no-raise, missing-table no-op, soft-delete/autonomy-off
filtered), reload path (Codex C6).

Scheduler suite 224 green; backend reminder+parity+guard sweep 124 green.

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

* docs(architecture): agent self-reminders subsystem (#1296)

- New 'Agent Self-Reminders (#1296)' subsystem section (sibling to
  Sequential Agent Loops): storage fork, scheduler fire home,
  at-least-once delivery, self-only auth + abuse bounds, autonomy hold
  + AGENT_REFS cascade + retention
- agent_reminders DB schema block (dual-track migration, CASCADE)
- router/service catalog entries (reminders.py, reminder_service.py)
- MCP tools table row (reminders.ts × 3)
- Scheduler Service + Cleanup Service background-service rows updated
- API Endpoints section for the 3 reminder endpoints

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

* docs(feature-flows): agent-self-reminders flow doc + index (#1296)

New feature-flow doc mirroring run-agent-loop.md: the two design forks,
MCP/backend/scheduler layers, single-fire + at-least-once delivery
semantics, the 5-track migration, retention, and the three trigger
constants. Adds a Recent Updates row + a Core Agent Features category
row to the index (per the always-add-an-index-row rule).

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

* chore(config): wire agent-reminder tunables into compose + .env.example (#1296)

The six REMINDER_*/MAX_*REMINDER* caps are backend os.getenv() levers with
working code defaults, so the feature ships functional — but without compose
wiring the .env levers are inert on deploy (the #1056/#1039 packaging class),
mirroring how REPORT_RATE_LIMIT (#918) is wired into all three files. Adds the
block to .env.example, docker-compose.yml, and docker-compose.prod.yml
backend.environment: with defaults matching models.py/routers.

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

* fix: resolve .env.example conflict left in the previous merge commit (keep both #1296 REMINDER_* and #1632 OPERATOR_QUEUE_* blocks)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Eugene Vyborov <eugene@beingluminous.com>
dolho added a commit that referenced this pull request Jul 20, 2026
…160)

The MCP surface for the A2A interoperability management plane — the third
surface (Invariant #13) over the entitlement-gated enterprise backend
(trinity-enterprise#160, /api/enterprise/a2a/*). Distinct from the runtime
call_a2a_agent (#736).

New src/mcp-server/src/tools/a2a.ts (7 tools):
- get_agent_a2a_config, set_agent_a2a_exposure, get_agent_a2a_card (proxies the
  OSS #737 served-card endpoint), set_a2a_inbound_allowlist,
  register_a2a_endpoint, list_a2a_endpoints, remove_a2a_endpoint.
- Honest gating: an unentitled 403 ("not licensed") / OSS-only 404 return a
  structured { not_entitled | not_found } — never a silent success. Mutations
  are owner/admin + human-only, enforced at the backend (agent-scoped key → 403
  human_only). Outbound credentials are write-only — the backend returns only
  has_credentials, so no tool echoes a secret.

client.ts: 8 A2A methods (getA2AExposedMap swallows OSS-404/unentitled-403 → {}).
agents.ts: list_agents/get_agent best-effort merge a2a_exposed (mirrors
mcp_exposed, #846) — omitted in editions without A2A, no OSS↔enterprise coupling.
server.ts: register the tool group (connector-denied visibility, like the rest).

Tests: src/mcp-server/src/tools/a2a.test.ts (10) — proxy contract, credentials
never echoed, entitlement/human-only/404 gating. Full suite 100 pass; tsc clean.

Related to #160

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
vybe pushed a commit that referenced this pull request Jul 23, 2026
* feat(mcp): room tools for shared multi-agent sessions (ent#169)

Five tools — create_room, list_rooms, read_room, post_to_room, close_room —
proxying the enterprise rooms API (Invariant #13: tool code ships in the public
server even when the feature is gated).

Thin by design: all authorization is server-side. Membership is the grant, the
acting identity comes from the API key (so an agent-scoped key always posts as
its own agent and cannot post as another participant), and a non-member gets a
uniform 404. Nothing here decides access.

On an OSS build the routes are absent, so the tools return a structured
"shared_sessions_not_enabled" result rather than throwing a transport error at
the agent — verified live against a backend with the module unregistered.

Known gap: TrinityClient.request() takes no headers argument, so post_to_room
cannot send an Idempotency-Key. The endpoint accepts one (Invariant #18 is
satisfied at the boundary); wiring it through the MCP client needs a client
signature change and is left as a follow-up.

Related to Abilityai/trinity-enterprise#169

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

* fix(executions): make triggered_by=room actually filter (ent#169)

_VALID_TRIGGERS is a filter allow-list, and an unrecognised value degrades to
None — i.e. NO filter — so an unlisted trigger silently returns EVERY execution
instead of that trigger's. Observed live before the fix:

    triggered_by=room          -> 14 rows, kinds=['agent','public','room']
    triggered_by=bogus-trigger -> 14 rows, kinds=['agent','public','room']

Identical to a garbage value: the filter lied rather than erroring or returning
nothing. ent#169 posts executions with triggered_by="room", so without listing
it the Sessions UI (ent#170) cannot filter room executions and any user
filtering for them gets silently wrong data.

Adding the string is not an enum/schema change — triggered_by is a plain TEXT
column and this set only gates the query filter.

After: triggered_by=room -> 8 rows, all kinds=['room'].

The broader wart (an INVALID value silently returning everything rather than
422) is pre-existing and left alone.

Related to Abilityai/trinity-enterprise#169

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
dolho pushed a commit that referenced this pull request Jul 24, 2026
…success report (trinity-enterprise#125)

POST /api/systems/deploy is best-effort by default: a per-agent create
failure is collected into failed[] ({name, short_name, template, reason,
status_code}) and the remaining agents still deploy, instead of the first
failure aborting the whole fleet as an opaque 500.

- Tri-state status: "deployed" (all created, 200) / "partial" (some
  failed, 200) / "failed" (none created, 500 with the full report body so
  code-only callers don't read total failure as success); "valid" (dry_run)
  unchanged.
- strict: true restores abort-on-first-error, preserving the failing
  agent's ORIGINAL status code (4xx no longer flattened to 500).
- Post-create config (folders/permissions/schedules/tags) scoped to the
  survivor map, and each phase individually degrades to a warning — a
  config failure after successful creates can no longer void the report.
- trinity_prompt write moved post-loop, gated on >=1 created agent, so a
  totally-failed deploy never mutates the platform-wide prompt.
- failed[].reason normalized (dict detail -> error field), credential-
  sanitized + URL-userinfo-redacted (git errors embed PAT-bearing remote
  URLs, learnings 2026-07-14) + truncated; new shared
  redact_url_userinfo() in utils/credential_sanitizer.
- Warnings: partial deploys flag the _N-suffix duplicate-on-redeploy trap
  (converge deferred to trinity-enterprise#124); orchestrator-workers
  preset with a failed orchestrator flags a possibly non-functional fleet.
- MCP deploy_system: strict param + failed[] response typing (Invariant #13).
- Tests: 14 hermetic unit tests (router mounted alone, collaborators
  patched at the module binding) + 3 integration tests using the
  deterministic pre-side-effect cpu:"3" failure vector.

Follow-up filed: #1759 (absent local: template silently creates a blank
agent — discovered during review).

Prerequisite for trinity-enterprise#124 (first-run seed) and
trinity-enterprise#126 (UI manifest install).

Refs Abilityai/trinity-enterprise#125

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
vybe pushed a commit that referenced this pull request Jul 28, 2026
`dry_run: true` returned `status: "valid"` with zero warnings for a manifest
whose agent referenced a template that cannot resolve — the same manifest then
404s that agent on the real deploy. The preview validated manifest SHAPE only,
so the cheapest mistake to make (a typo'd or renamed template id) was exactly
the one it could not catch.

That gap is worth closing rather than documenting because recovery from a
partial deploy is manual: the deploy path's own warning says re-running the
manifest creates suffixed duplicates of the agents that already succeeded, so
the operator fixes it agent by agent. A preview is the control that avoids
paying that, and #1793/#1759 had just made an unresolvable `local:` template a
hard 404 at create time — validation-time resolution is the matching half.

The preflight reuses the CREATE path's `_resolve_local_template` on a throwaway
config rather than re-deriving "does this template exist", so the preview cannot
drift from the deploy: the reason string and status code are produced by the
same code that will produce them for real. A test asserts that equality
directly.

Scope, deliberately: `local:` is resolved (a filesystem read); `github:` is NOT
probed, since validating it means a network call to GitHub with the platform PAT
on a preview endpoint — slow, rate-limited, and a new outbound call on a path
that had none. A dry run therefore still cannot promise a github-template
manifest deploys, and the tests pin that the resolver is never reached for one.

`status` gains `invalid` for a preview with blockers, matching the deploy path's
existing `partial` / `failed` vocabulary rather than reporting success next to a
populated `failed[]`. `agents_to_create` still lists the full plan. Response
model comment and the MCP `deploy_system` tool description updated (Invariant
#13).

Tests: 4 new cases (flagged failure with the real reason + status code, clean
manifest stays `valid`, github not probed, preview/deploy reason equality),
verified failing 2/2 against the pre-fix path. The ent125 fixture now stubs the
resolver seam, since the preflight reads the real catalog root and pytest has
none.

Verified live against a running instance: the manifest from the issue now
returns `status: "invalid"` with the verbatim 404 reason, where it returned
`"valid"` with no warnings before.

Related to #1841
dolho added a commit that referenced this pull request Jul 30, 2026
…160)

The MCP surface for the A2A interoperability management plane — the third
surface (Invariant #13) over the entitlement-gated enterprise backend
(trinity-enterprise#160, /api/enterprise/a2a/*). Distinct from the runtime
call_a2a_agent (#736).

New src/mcp-server/src/tools/a2a.ts (7 tools):
- get_agent_a2a_config, set_agent_a2a_exposure, get_agent_a2a_card (proxies the
  OSS #737 served-card endpoint), set_a2a_inbound_allowlist,
  register_a2a_endpoint, list_a2a_endpoints, remove_a2a_endpoint.
- Honest gating: an unentitled 403 ("not licensed") / OSS-only 404 return a
  structured { not_entitled | not_found } — never a silent success. Mutations
  are owner/admin + human-only, enforced at the backend (agent-scoped key → 403
  human_only). Outbound credentials are write-only — the backend returns only
  has_credentials, so no tool echoes a secret.

client.ts: 8 A2A methods (getA2AExposedMap swallows OSS-404/unentitled-403 → {}).
agents.ts: list_agents/get_agent best-effort merge a2a_exposed (mirrors
mcp_exposed, #846) — omitted in editions without A2A, no OSS↔enterprise coupling.
server.ts: register the tool group (connector-denied visibility, like the rest).

Tests: src/mcp-server/src/tools/a2a.test.ts (10) — proxy contract, credentials
never echoed, entitlement/human-only/404 gating. Full suite 100 pass; tsc clean.

Related to #160

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
obasilakis added a commit that referenced this pull request Jul 30, 2026
…citations (#848)

Addresses the /validate-pr review on #1707.

BLOCKING — the flag reached neither container. MCP_INLINE_AUTH_ENABLED was
defined in config.py, read in server.ts, documented in .env.example, gated at
the router and covered by a parametrized endpoint test — and wired into zero
compose services. Compose reads .env only for ${...} interpolation, never to
inject into a container, and there is no env_file: or Dockerfile ENV, so the
whole feature was permanently off with no operator lever. Now wired in all four
places (backend + mcp-server x dev + prod), verified with compose's own
resolution rather than grep.

It fails safe, which is why nothing caught it: CI and /verify-local both boot at
defaults, so a flag that can never be enabled boots clean and goes green. The
durable fix is tests/unit/test_848_inline_auth_compose_wiring.py — a static
packaging guard (precedent: test_1489_vite_bug_build_args.py) asserting all four
wirings, the ${VAR:-false} shape (a hardcoded value is the same un-switchable
bug with extra steps; a non-false default would make a network-exposed keyless
path opt-out), and the reader set itself, so a third process reading the flag
without wiring it fails here. Mutation-checked: removing one wiring fails 2.

fastmcp citations were wrong, twice over. The reviewer caught 4.4.0 vs the
pinned 4.8.0; the dev merge has since bumped to 4.12.1, so 4.4.0 was only what a
stale local node_modules held. Re-verified both load-bearing behaviours against
the version package-lock actually resolves — the falsy-auth filter-skip is still
present, so the 87b2abb allow-list hardening is warranted — and corrected every
citation to symbol-first with the line as an "as of" locator, since the minified
chunk filename moves between releases. Also corrected the mechanism: canAccess is
never re-invoked per call; enforcement is by absence from the toolsMap
setupToolHandlers builds from the filtered list.

Per the review, that assumption is now pinned by a test instead of prose:
tool-visibility.test.ts boots a real FastMCP server and drives it with a real MCP
client, asserting a filtered-out tool is not merely hidden from tools/list but
rejected on call AND that its body never executes. Behavioural, so it survives
chunk renames — the churn that made the citations wrong. Mutation-checked
against the pre-#848 deny-check.

Corrected a live error in learnings.md: the entry claiming canAccess filtering
happens "once at session construction, so any log-in-and-new-tools-appear design
needs a client reconnect". toolsListChanged re-filters live sessions and the #846
reconciler fires it every ~20s. The static-surface design stands for the opposite
reason — a login-keyed gate would flip non-deterministically at reconciler
timing. New entry for the compose-wiring class.

Docs (Invariant #13 third-surface record): architecture.md gains routers/mcp_auth.py,
services/mcp_auth_service.py, the tools/auth.ts row, the four /api/internal/mcp-auth/*
endpoints, and the missing `connector` + `anonymous` scope rows. Module counts left
alone — already stale independent of this PR, and reconciling them is
/validate-architecture drift. feature-flows.md gains its Recent Updates row.

Also: MCP_INLINE_AUTH_TIMEOUT_MS documented and wired (mcp-server only — the
backend never reads it, asserted); mcp_inline_auth_enabled surfaced on
GET /api/settings/feature-flags as observability, mirroring its two siblings and
giving operators a post-deploy check that the two halves agree; CSO report
renamed to the cso-diff-DATE-issue convention; CSO N1 (set INTERNAL_API_SECRET
explicitly rather than relying on the SECRET_KEY fallback) carried into
.env.example and requirements §7.6 — there is no unreleased-notes file, and
.env.example is where an operator looks when enabling the flag.

Verified: backend unit 5620 passed / 0 failed (the previously-known pre-existing
test_1474 failure now passes, fixed by the dev merge); mcp-server 127/127 (was
125) and tsc --noEmit clean, both against the real 4.12.1 after npm ci.
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