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Author SHA1 Message Date
Danny Avila
c5276fc63d
⏱️ feat: Run Scheduled Chats Through Durable Agent Triggers (#14939)
* feat: Scheduled Chats — agent-centric scheduled runs creating real conversations

Squash of the full review-hardened branch (PR 14540, supersedes 14373) onto
latest dev, preserving the exact verified tree. History prior to this commit
lived on the pre-squash branch; every invariant below survived 25 Codex review
rounds plus two external audit rounds (R26) with regression tests that fail
without their fixes.

Feature:
- Schedules CRUD + side-panel UI (cadence dialog, run cards, Run Now), roles/
  permissions (SCHEDULES:USE), interface.schedules availability, per-user limits
  and capacity slots, timezone-aware cadence with DST-conservative floors and
  misfire grace.
- Engine: single-process claim/fire loop with leases, loopback POST dispatch
  (signed schedule-fire JWT claims, per-occurrence idempotency key inside the
  route's clientRequestId charset), overlap/balance/capacity/duplicate skip
  policies with auto-disable streaks (too_many_failures, insufficient_balance),
  reconciliation from retained terminal-job evidence, erasure sweep.
- Scheduled runs create real conversations through the resumable agents chat
  path: HITL pauses surface on the card (requires_action), resumes re-apply the
  fire boundary's admission policy (revision fence, enabled, global kill switch,
  SCHEDULES:USE, availability) before continuing a billed generation.

Correctness invariants (the audit surface):
- Settlement discipline: every persistence-producing write happens-before a
  run's terminal outcome write; Stop/complete/pause race through single-winner
  terminal CAS claims (dev's TerminalJobClaim substrate) with retained,
  completedAt-less evidence for scheduled fires plus an owner-intended outcome
  stamp (scheduleOutcome) the reconciler prefers over re-derived success —
  round-tripped through the Redis hash mapper.
- Swallowed generation failures (client error content parts) classify to
  error/skipped_balance instead of success on both initial and resumed paths;
  stale stamps are refreshed evidence-first when persistence plus the Mongo
  outcome write both fail.
- Abort honesty: delivery judged by generation ownership and the CAS's actual
  from-status; republication escalates to the transport's acknowledged variant;
  the Stop route settles only genuinely paused runs.
- Account deletion: one-way barrier (deletionRequestedAt) with auth-cache
  tombstone-before-stamp, boundary rechecks across all auth strategies, quiesce
  of scheduled + interactive work with durable per-stream abort fences
  (positive-evidence acknowledgement only), owner-side finalization markers for
  post-terminal billed writes, deferred-deletion sweep (explicitly ensured
  partial index) that completes cascades autonomously. Remote OpenAI-compatible/
  Responses requests are documented as outside the quiesce and tracked in issue
  14594.
- Store compatibility: finalization markers optional on the legacy IJobStore
  contract with coherent degradation (registration fails -> synchronous title
  fallback; count reads 0).

* fix: fence terminal response persistence from deletion; retain stale-pause evidence

Two blockers from the third external review round.

Terminal persistence visible to account deletion:

- The finalization marker was registered only when post-terminal TITLE work was
  possible, but every persistence-owning terminal CAS opens the same window: the
  claim drops the job out of the active set BEFORE the response save (and the
  background user-message/convo saves), so a deletion quiesce landing there saw
  neither an active job nor a marker and could cascade while the admitted request
  could still recreate messages. Both controllers now register the marker before
  every persistence-owning claim — the fresh-turn path and the HITL resume — and
  release it only after their pending saves (and any post-terminal title) have
  landed, on success and failure paths alike. The TTL bounds a crash.
- settleAbortFence no longer clears a complete/error fence while
  `terminalPersistencePending` is set: terminal at the CAS is not settled while
  the owner is still persisting. The job facade now surfaces the flag.
- The marker trio is REQUIRED by the runtime store contract (assertJobStoreV2
  refuses a store without it at configure time, keeping the failure loud and
  deterministic) while remaining optional on the legacy public IJobStore type for
  source compatibility. The silent degrade path from the previous round is gone —
  it was not deletion-safe.

Stale-pause recovery retains scheduled evidence:

- Three crash/timeout recovery paths — ApprovalLifecycle.failStalePausePersistence
  and the InMemory/Redis stale-pause cleanups — unconditionally stamped
  `completedAt`, putting a scheduled fire's failed-pause error terminal on the
  short completed TTL. A Mongo outage longer than that TTL erased the evidence and
  the reconciler recovered the run as `interrupted` instead of `error`. All three
  now follow the controller-observed path from the previous round: scheduled jobs
  omit `completedAt` (retained-evidence TTL) and stamp the error outcome.

The PR description now explicitly narrows the deletion guarantee for the remote
OpenAI-compatible/Responses paths (tracked in issue 14594).

* fix: deletion-fence marker protocol — generation-scoped, atomic, fail-closed, all terminal paths

One consolidated pass over the finalization-marker mechanism, per the fourth
external review round. The invariant it establishes: NO persistence-owning
terminal CAS runs without a durable, generation-qualified marker covering the
window it opens, and every consumer treats a pending terminal as unsettled.

- Generation-scoped markers. Entries were keyed (userId, streamId), so a
  Stop-superseded generation finishing late could clear the marker its
  replacement registered on the same conversation. Marker fields are now
  qualified by the generation's createdAt; clears must present the same
  identity, and an unqualified legacy clear cannot drop a qualified entry.
- Atomic Redis registration. HSET-then-EXPIRE loses the fresh marker when the
  user's existing hash expires between the two commands (or the process dies
  there); registration is now a single Lua script carrying both.
- Fail closed everywhere. Registration failure (after one retry) now REFUSES
  the terminal CAS instead of proceeding uncovered: the completion claim throws
  into the error path, the error path skips completeJob and leaves the job
  ACTIVE — deletion-visible by itself, recovered by the stale-running reaper —
  and abortJob returns a new retryable `fence_unavailable` failure the Stop
  route answers with 503 and the deletion quiesce treats as an unacknowledged
  stop (fence kept). The previous round's log-and-proceed is gone.
- Every terminal path enrolled. abortJob now owns its window (register before
  the abort CAS, clear in its finally — the Stop route's checkpoint prune and
  partial save run inside beforePublish, between CAS and publication); the
  interactive and background generation-error paths register before their
  completeJob; the resume controller's error finalization registers before its
  completeJob. A lost or thrown claim releases the marker after pending saves
  flush instead of holding the user's deletion behind the TTL.
- Every pending terminal unsettled. settleAbortFence defers on
  terminalPersistencePending for ALL statuses — including `aborted`, whose
  route-side persistence the previous guard missed.

Also: a direct Redis regression for scheduled stale-pause retention (the P2
test gap), and the PR description no longer claims to carry every commit.

* fix: lease-token lifecycle fences — same-generation isolation, admission fence, undelivered-Stop retention, legacy abort enrollment

Fifth external review round; four P1s, handled as the requested consolidated
lifecycle-fence pass.

- Lease tokens. Marker fields were (streamId, createdAt), shared by every
  contender on the same generation — completion and Stop, or two racing Stops —
  so a losing contender's cleanup erased the winner's still-live marker. Every
  registrant now carries a unique lease token in the field and may only ever
  clear its own lease; unqualified legacy clears cannot touch qualified entries.

- Admission fence. Authentication can pass before the deletion barrier goes up,
  and the durable createJob is several async steps later — a deletion quiesce in
  that window saw neither an active job nor a marker and could cascade before
  the admitted request created its job. The controller now registers an
  admission lease and THEN rereads the deletion barrier: the ordering guarantees
  either this request observes the barrier (403, lease released, slot/claim
  cleanup) or the quiesce observes the lease and defers. Held until createJob is
  durable; released on every refusal and initialization-error path. Fail closed
  when the lease itself cannot be registered (503 retryable).

- Undelivered-Stop retention. abortJob released its lease in a finally even when
  delivery AND publication had provably failed — the job reads terminal
  (invisible to active-set scans), a user Stop writes no durable abort fence,
  and the remote owner keeps generating and will persist its abort-catch writes
  whenever the signal finally lands. The lease is now retained in exactly that
  case, and each resignal attempt heartbeats a fresh lease so the fence outlives
  the TTL for as long as delivery is still being driven. The abort-winning
  turn's own loser-side pending saves are additionally fenced in the controller
  catch (best-effort — those writes are already in flight).

- Legacy abort enrollment. abortMiddleware (assistants abort route fallback for
  non-assistants endpoints) awaited abortJob and then spent usage and saved the
  stopped response AFTER the abort's lease was released. Both writes now run
  inside `beforePublish`, between the abort CAS and publication, covered by the
  same lease as every other abort.

Barrier tests, each verified to fail without its fix: same-generation lease
isolation (store), racing two-Stop loser cleanup (manager, stale-read forced
CAS race), undelivered-Stop lease retention, resignal heartbeat, admission
refusal with lease-before-reread ordering plus release-on-durable-create, and
legacy-abort persistence inside beforePublish.

* fix: heartbeat-backed owner-lifecycle leases close the settlement handoff races

Sixth external review round: the remaining P1 interleavings were one structural
problem — lease handoffs that were not atomic — resolved as the requested
consolidated lifecycle-lease pass.

- Quiesce reads leases BEFORE the active-job scan. The admission-lease -> durable
  -job handoff is only atomic against a reader in the OPPOSITE order of the
  writer: writers hold the lease strictly until the job is active-set visible,
  so leases-first shows every interleaving either the lease or the job.
  Jobs-first allowed a request to create its job after the scan and release its
  lease before the count — hiding both, cascading, and letting the new
  generation persist into a deleted account.

- The abort acknowledgement is fenced by the owner-lifecycle lease. Redis ACKed
  the moment the owner's AbortController tripped; the stopping side released its
  lease on that ACK while the owner's asynchronous abort-catch persistence was
  still ahead. The transport now awaits a manager-installed pre-ACK hook that
  registers a DETERMINISTIC owner lease (exactly one owner exists per
  generation, and determinism is what lets the signal-time registrant and the
  owner's catch-side release agree across processes) before the acknowledgement
  is persisted or published; an owned same-replica abort bridges to the same
  lease before tripping its local controller. Both generation-owner catches
  (fresh turn, resume) release it once their writes land.

- A failed replacement handoff no longer orphans the predecessor. The atomic
  replacement removes it from active storage, and an unconfirmed handoff
  terminalizes the replacement too — leaving nothing a quiesce could discover
  while the predecessor's provider may still be generating. Its owner lease is
  now retained at the point the receipt fails delivery; the owner replica renews
  it through the pre-ACK fence when the signal finally lands.

- Leases HEARTBEAT while held. The five-minute store TTL only bounds a crashed
  holder; live persistence — a stalled save, a long deferred title — must never
  outlive its own fence. holdUserFinalization registers and renews every minute
  until released; the controllers' completion/error/admission leases all hold.
  The undelivered-Stop retention moved to a deterministic `stop` lease that
  every resignal attempt renews and the first successful one clears (no more
  opaque leases accumulating to TTL), and a THROWN abort transition releases the
  contender lease instead of leaking it.

- The user-document abort-fence mutations now invalidate the auth user-doc
  cache, matching every other user-doc write.

Barrier tests, each verified to fail without its fix: quiesce lease-scan
ordering (plus the observed-lease defer), pre-ACK fence ordering at the
transport, owned-abort owner-lease bridging, replacement-handoff predecessor
retention, held-lease heartbeat past the TTL, and failed-then-successful
resignal reaping the retained stop lease.

* fix: one manager-owned owner-lease span across every abort delivery path

Seventh external review round; four lifecycle-fence gaps, closed by making the
owner-lifecycle lease a single manager-owned, heartbeat-held span.

- Fail-closed acknowledgements. The pre-ACK hook registered a one-shot lease and
  the transport ACKed even when it failed; a same-replica owned abort likewise
  swallowed registration failure. The hook now acquires a HELD owner lease
  (heartbeat until the owner's catch releases it via releaseOwnerLease) and a
  rejection SUPPRESSES the acknowledgement — the stopping side stays retryable
  behind its retention lease, and every resignal re-drives the handler. The hook
  also stopped gating on `job.createdAt === generationId`: during a replacement
  handoff the store holds the replacement while the abort targets the
  predecessor, and that gate silently skipped exactly the generation being
  acknowledged (the store job is owner identity, never a generation gate). A
  local owned abort acquires the same held lease before tripping its provider;
  post-CAS the trip cannot be withheld, so acquisition failure downgrades
  delivery and the retention handoff keeps the user fenced.

- Committed-but-lost-reply disambiguation. A thrown abort transition released
  the contender lease as if nothing had happened, but a Lua CAS can commit and
  lose its reply — an aborted job invisible to active-set scans whose provider
  was never signalled, with no fence left. The throw path now re-reads the exact
  generation: only a job still live under the caller's identity proves no
  commit; committed or ambiguous outcomes hand the fence to the deterministic
  stop lease (kept on the contender lease if even that fails) before rethrowing.

- Replacement handoff covered end to end. A LOCAL replacement abort acquires the
  predecessor's held owner lease before the trip (failure reports the receipt
  undelivered, engaging retention). Failed-handoff retention is no longer a
  swallowed one-shot: it heartbeats with the durable acknowledgement proof as
  its renewal predicate — acquisition failures keep retrying for as long as the
  fence is needed, and the retainer stands down (without clearing the shared
  field) once the remote owner ACKs and thereby holds its own lease.

- A LOCAL resignal delivery hands off to the owner lease BEFORE clearing the
  retained stop lease, and keeps the stop lease when that handoff fails.

Barrier tests: hook rejection suppressing the ACK, commit-then-lost-reply
retention with its provably-uncommitted counterpart, local-resignal owner
handoff ordering, pre-ACK owner lease held past the store TTL until release
(and provably stopped after), and failed-handoff retention retrying on its
heartbeat — verified fail-before/pass-after by stashing the fixes.

* fix: finish scheduled chat lifecycle hardening

* fix: close scheduled chat review follow-ups

* fix: generation-fence abort recovery evidence

* test: wait for settled approval tool output

* test: preserve scheduled init reconciliation option

* refactor: rebuild scheduled chats on durable agent triggers

* test: reset MCP cache mock between cases

* test: isolate scheduler startup in server specs

* fix: harden scheduled run lifecycle

* fix: normalize schedule capacity conflicts

* test: type schedule collision fixture

* fix: re-fence scheduled resume and expiry

* fix: fence scheduled resume handoffs

* fix: release superseded manual schedule leases

* fix: release failed run-now claims

* fix: release superseded engine claims

* fix: repair schedule dialog interaction and rework its form

The agent picker was unusable: ControlCombobox portals its popover to the
body by default, which lands it outside the dialog's Radix focus trap. Clicks
passed through it, it could not be tabbed into, and the trap fighting Ariakit
for focus locked the page up on selection. The prop is documented for exactly
this case — pass `portal={false}` and give the dialog `overflow-visible`, as
ProjectButton already does. The time and day dropdowns defaulted the same way.

Alongside that:

- Extract the agent builder's instructions editor (special-variable menu plus
  expand-to-fullscreen) into a controlled `VariableEditor` and use it for the
  schedule prompt. Insertions now route through `onChange`, so react-hook-form
  sees them — the schedule PATCH is built from `dirtyFields`, and a `setValue`
  that skipped dirty tracking would have dropped an inserted variable silently.
- Replace the hand-rolled frequency buttons with the shared `Radio`. They marked
  the selection with `bg-surface-hover` on an outline button whose hover is the
  same token, so the selected option was indistinguishable from a hovered one;
  `Radio` is also a real radiogroup rather than four `aria-pressed` toggles.
- Wrap the fields in a real `<form>` and associate the footer button by id, so
  Enter submits. Group the frequency, day and time controls in fieldsets.
- Add placeholders for name and prompt, match the textarea fill to the other
  fields, and label the hourly case as minutes past the hour.
- Widen the dialog to `md:max-w-3xl` and pair name with agent so the form fits
  without scrolling on desktop.
- Move scheduled chats below skills and above prompts in the side nav.

The new dialog spec fails when the portal fix is reverted.

* test: cover scheduled and subagent deletion drains

* refactor: own the form-control appearance in the client primitives

Addresses the codex finding on ScheduleDialog: a feature-local `FIELD_CLASS`
restated the `Input` primitive's border, radius, height and background so it
could be pasted onto the schedule dropdowns, leaving those controls with no
connection to the primitive they were imitating.

Move that appearance into `packages/client/src/components/Field.ts` as the
single source `Input` and `Textarea` now compose, and give `Dropdown` and
`ControlCombobox` a `variant="field"` that applies it. The schedule dialog
passes the variant and carries no class strings of its own.

This also repairs a break the dev merge would otherwise have introduced: the
newer `Dropdown` splits `className` (wrapper) from `triggerClassName`, so the
old pasted classes would have landed on the wrapper and left the triggers
unstyled.

The semantic-token guard now watches the shared module and asserts each
primitive still composes it, which covers more than the two files it read
before.

* fix: keep an explicit schedules disable from becoming an opt-in

`use` is two things at once for a dual-purpose runtime interface field: a
permission bit, which DB overrides strip, and the runtime disable signal that
`getLimits` reads. Stripping it from `{ use: false, maxPerUser: 2 }` leaves an
object, and `getLimits` treats any object without `use: false` as enabled — so
an admin override written to stop scheduled billing for a role or user started
it instead.

Collapse an explicit disable to the boolean form before the strip, on both
paths that accept it: the `interface.schedules` field patch, which admitted the
object wholesale because bare runtime paths deliberately bypass the permission
gate, and the overrides merge, which reached the composite-field branch and
kept `maxPerUser`. Objects that only narrow limits are untouched, so a
principal can still be given a smaller cap.

Both regressions fail without the normalizer.

* fix(schedules): Wave A — null-balance CAS, atomic paused-card clear, clustered erasure sweep

Slice 1 (thread r3804518381): route the existing-null balance initialization
through a { user, tokenCredits: null } compare-and-set instead of a blind $set,
so a concurrent initializer/charge landing between the preflight read and the
write is never handed back its spent starting balance. On a CAS miss the
preflight re-reads the winner. The absent-record $setOnInsert path and the
credited-record refill-config sync are unchanged. Adds the initializeNullBalance
adapter (no upsert) and regression coverage for winner/miss/sync cases.

Slice 2 (thread r3804518388): updateScheduleById now drops a `requires_action`
lastRun projection atomically with the configRevision bump. Any pause present at
edit time was projected under the pre-edit revision and can never be replaced by
its own revision-fenced terminal outcome — a disabling edit would strand the
card on "Needs approval" forever. Implemented as classic-operator CAS branches
(DocumentDB rules out a conditional pipeline $unset), fenced on the card STILL
being the pause so a terminal outcome or newer occurrence that races in is
preserved. Terminal history survives untouched.

Slice 4 (thread r3803826204): expose initializeScheduleErasureSweep from the
schedule runtime facade and start it in every clustered (experimental) worker
after Mongo is up. It re-drives eraseScheduleIfDrained for soft-deleted rows so
a hidden prompt cannot outlive its drain when the delete/erase-on-settle
attempts miss. It arms nothing else and never infers owner death from a
process-local missing job (isTopologySafeToArm gates that).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(schedules): Wave B.1 — reversible account-deletion schedule suspension

Thread r3804518383. Account-deletion quiesce marked every schedule `deleting`,
disabled it, and cleared nextRunAt destructively. When a later cascade step (or
the drain itself) failed, the controller cancelled the user-deletion fence —
restoring the user — but the schedules stayed `deleting` and were erased by the
sweep, silently losing all of a live user's scheduled prompts.

Replace the destructive marking with a REVERSIBLE, token-fenced suspension:

- suspendUserSchedulesForDeletion(userId, token) snapshots each schedule's prior
  enabled/nextRunAt under a per-attempt token, then fences firing (disable, clear
  nextRunAt, rotate claimToken). It never sets `deleting`, so a suspended row is
  not erasure-eligible. Snapshotting reads then bulkWrites (a classic update
  cannot copy field values under DocumentDB), fenced per row so an already-
  suspended/soft-deleted/edited row is left alone; idempotent per token.
- restoreUserSchedulesFromDeletion(userId, token) reverses it, re-enabling and
  re-arming only rows still carrying the exact attempt token and not independently
  deleted — so an owner-deleted or newer-attempt-suspended schedule is never
  resurrected.
- deleteUserController generates the attempt token, passes it to quiesce, and on
  any failure that cancels the user-deletion fence restores the suspended rows. A
  successful deletion hard-deletes them (and their snapshots) via the existing
  cascade and never restores.

Adds a `deletionSuspension` embedded field (excluded from the wire schedule),
data-method regression tests (suspend/restore/fence/idempotency/no-resurrect),
and controller tests (restore on drain-false and post-quiesce cascade failure,
no restore on success).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(schedules): Wave B.2 — wire the interactive Stop persistence protocol

Thread r3804255932. The durable Stop primitives (requestRunAbort 'stop',
getScheduleRunAbortState, markRunAbortPersisted) already existed but production
only used requestRunAbort(..., 'deletion'). An interactive Stop flipped the job
to `aborted` and then persisted its partial message + checkpoint inside
`beforePublish`, without ever stamping the schedule Stop or acknowledging it —
so reconciliation, the generation owner, or a concurrent schedule/account
deletion could terminalize the run and release its capacity (and erase data)
mid-write.

Wire the request -> persist -> acknowledge -> settle barrier through the
schedule runtime (the route never touches raw Mongo):

- Expose beginScheduledStop / acknowledgeScheduledStopPersistence on the service.
- The abort route stamps the Stop BEFORE signalling abortJob (a serialized
  'in_progress' loser returns 409 STOP_IN_PROGRESS without a second abort),
  acknowledges only after beforePublish persistence succeeds, and on a
  persistence failure leaves the barrier unresolved so the run stays preserved
  (client retries; stale-owner timeout is the bounded recovery). A failed abort
  releases the stamp it placed so a replacement/retry is never blocked through
  its predecessor.
- recordScheduleOutcome (the owner settlement path) now waits, bounded, for the
  Stop acknowledgement before terminalizing; a resolved/non-stop/stale marker
  proceeds immediately. The paused Stop settles only after its own ack.

Adds service-layer barrier tests and route-level ordering/persistence-failure/
in-progress tests; the data-layer serialization is already covered.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(schedules): Wave C.1 — reconcile durable trigger delivery with the reservation

Threads r3803826192 (manual limiter) and r3804255924 (PII/moderation), plus the
independently-found long-Retry-After race. fireSchedule reserves a `started` run
and a global capacity slot BEFORE the durable trigger delivery reaches the chat
route, where an interactive limiter (manual Run Now), PII, or moderation can
reject it before any generation job exists — dead-lettering the delivery while
the run sat `started` until the 30-minute orphan sweep mislabeled it interrupted.
And a valid delivery deferred by Retry-After (up to 24h) could be orphan-settled
and have its capacity released, then fire anyway.

Translate durable delivery state into the schedule outcome:

- Store the deterministic trigger deliveryKey on the ScheduleRun reservation
  (computed from the envelope BEFORE enqueue, so an ambiguous commit still has it).
- Add a getTriggerDelivery engine dep (wired to the merged trigger service's
  getDelivery) that reads the durable delivery by key.
- Schedule reconciliation, for a jobless `started` run: staging/pending/leased →
  admission is live, never orphan; dead → record `error` from the durable
  lastError and release capacity promptly (no 30-minute wait), through the
  ordinary outcome/auto-disable path; succeeded or no record → the existing
  legacy orphan policy (interrupted only past the cutoff); a delivery lookup
  failure defers rather than orphaning a possibly-live delivery. Limiter/PII/
  moderation middleware writes no schedule state.

Adds reconcile state-mapping tests (dead/pending/leased/staging/succeeded/none/
lookup-failure) and a fire test that the reservation's deliveryKey equals the
enqueued delivery's idempotency key.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(stream): Wave C.2 — durable retry/ack for terminal host lifecycle actions

Thread r3804518375. Approval expiry won the `requires_action → aborted` CAS and
then invoked the host hook best-effort: `runApprovalExpiredHandler` swallowed a
failure, and because later sweeps enumerate only `requires_action` jobs, the now-
aborted job was never offered again. In the clustered entrypoint (no schedule
reconciler) the ScheduleRun stayed `requires_action` and its retained job
persisted indefinitely.

Make the host lifecycle work durable rather than schedule-specific:

- Add a generic `terminalHostActionPending` marker, set ATOMICALLY in the same
  terminal transition (ApprovalLifecycle.expireWithIdentity), only when a host
  adapter is installed.
- Retain and index such jobs: both stores keep them out of terminal reaping and
  expose getTerminalHostActionJobs(); Redis adds a set + extended (24h-bounded)
  TTL, in-memory a bounded 24h retention so a permanently-failing hook cannot leak.
- The manager clears the marker only after the adapter acknowledges success,
  fenced by generation identity (clearTerminalHostAction), so a replacement
  generation can neither clear nor execute its predecessor's action.
- cleanup()/expireStaleApprovals() enumerates unacknowledged terminal host actions
  across restarts and replicas and retries the idempotent hook; the relay only
  re-invokes while the marker is unacknowledged, so a successful ack prevents
  duplicate work. Store-won expiry marks it too, so a loser-replica relay still
  crosses the hook.
- Terminal SSE notification continues regardless of host-hook outcome.

Covers in-memory behavior (retry after failure, restart/other-replica retry, ack
prevents duplicates, identity fence, terminal notification on failure, no marker
accumulation for non-scheduled jobs) and updates the Redis cluster-membership
contract test for the new index.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* style(schedules): satisfy import sorting in fire.ts and fire.spec.ts

CI "Static checks" failed on IMPORT_SORT for the two files Wave C.1 added imports
to (the AgentTriggerEnvelope type import and getAgentTriggerIdempotencyKey).
Applied scripts/sort-imports.mts to exactly those files — imports-only reordering,
no behavior change. Other files reported by a repo-wide check are pre-existing on
dev and deliberately left untouched so this PR is not widened.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(schedules): repair the deletion CLI and order restore before the fence release

Addresses three findings from the fresh Codex review.

P1 — config/delete-user.js called methods.disableUserSchedulesForDeletion, which
Wave B removed in favor of suspendUserSchedulesForDeletion. The file is
@ts-nocheck and its spec mocked the removed name, so neither typecheck nor tests
caught it; the real CLI would throw a TypeError before deleting anything and then
only unwind the fence. The CLI now uses the tokenized protocol: it mints a
suspension token, suspends with it, and restores that exact attempt's rows in its
finally block when the deletion does not commit. Its spec mocks the real methods,
so the breakage can no longer hide.

P2 — both the HTTP controller and the CLI released the user-deletion fence BEFORE
restoring schedules. That fence is what refuses new schedule writes/claims, so the
gap let an owner PATCH edit a still-suspended row and have its enabled/next-run
state overwritten by the older snapshot, and let a second deletion attempt
re-suspend under a new token — making the first restore a no-op and stranding the
disabled snapshot permanently. Restore now runs first, while writes are still
fenced.

Hardening for the same defect class across a crash: suspendUserSchedulesForDeletion
now ADOPTS an existing suspension's snapshot when re-suspending a row abandoned by
an earlier attempt, instead of re-capturing the row's current (already-suspended)
state. Without this, an attempt that died before restoring would have its
successor snapshot "disabled, no next run" and permanently strand the schedule.

Tests: CLI restore-before-fence ordering and no-restore-on-success; the same
ordering assertion on both controller post-quiesce failure paths; a data-method
regression that a second attempt adopts the abandoned snapshot and restores the
original enabled/next-run state.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(schedules): converge dead deliveries in topology-safe maintenance

Codex finding: the `dead` delivery mapping added in Wave C.1 lives only inside
startScheduleEngine's reconciler, but the clustered entrypoint arms no engine — it
runs erasure-only maintenance. A delivery queued before a restart into clustered
mode and then rejected before generation creation (interactive limiter, PII,
moderation) dead-letters while its ScheduleRun stays `started`, holding a global
capacity slot indefinitely for an ordinary non-deleting schedule.

Add a dead-delivery convergence pass to the erasure sweep, so every topology that
runs schedule maintenance settles it. The pass is POSITIVE-EVIDENCE-ONLY and is
therefore safe where absence-based reconciliation is not: a `dead` delivery is
durable shared state proving no generation owns the reservation. It settles only
when the job is confirmed absent or identity-mismatched (an identity-matched job
still owns the run), defers on an unknown job lookup, on an in-flight abort, and
on an in-flight resume hand-off, ignores legacy reservations with no deliveryKey,
and applies a short grace so an accepted delivery still creating its generation is
never settled mid-handoff. Auto-disable policy is deliberately left to the armed
engine; this path records the failure and frees the slot.

Deliberately does NOT touch api/server/experimental.js — the clustered entrypoint
already starts this sweep, so the convergence arrives through the existing
initializer and the shared-file footprint stays as-is.

Tests: settles a dead delivery as error under an explicitly UNSAFE topology,
leaves live deliveries alone, never settles under an identity-matched running
generation (delivery is not even consulted), defers an in-flight abort, and
ignores a reservation with no deliveryKey.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(stream): refresh host-action retention on each retry attempt

Codex finding: unacknowledged terminal host-action evidence was capped at the
24h pause TTL, so a host dependency (Mongo) unreachable for longer than that let
the Redis key — and its pending marker — expire with no generation-fenced
acknowledgement, stranding the ScheduleRun where no reconciler is armed.

Measure retention from the LAST retry rather than from the terminal transition:
enumerating a pending host action IS the retry attempt, so both stores refresh
its retention as they hand it to the hook (Redis re-EXPIREs the job key; the
in-memory store stamps terminalHostActionRefreshedAt and bounds from it). Evidence
therefore survives as long as some replica is still actively retrying, while a
deployment that stops sweeping entirely still lets it age out — so this does not
reintroduce the unbounded leak the cap existed to prevent.

Test: after a failed hook, a later cleanup pass keeps the marker pending and moves
its retention basis forward.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(schedules): defer settlement when the Stop barrier times out

Codex finding: waitForStopPersistence returned after its 5s poll budget even when
the Stop was still fresh and unacknowledged, and recordScheduleOutcome then went
straight on to terminalize the run — releasing its capacity, deletion, and erasure
barriers while beforePublish may still have been writing. Slow checkpoint cleanup
is indistinguishable from a dead route on that signal, so the timeout was being
treated as if the barrier had been satisfied.

The poll budget now means "undecided", not "clear". On timeout with a fresh,
unacknowledged Stop the barrier DEFERS: recordScheduleOutcome returns false
without recording, leaving the run active/preserved. Settlement then happens
either when the route acknowledges, or once the existing stale-owner cutoff
(ABORT_OWNER_PRESUMED_ALIVE_MS) authorizes a later attempt — which the loop
already treats as clear-to-settle. Callers with durable retry (the approval-expiry
host action, reconciliation) re-drive it, so a deferral converges rather than
stranding the run.

Test: a fresh Stop that never acknowledges within the budget reports not-settled
and records no outcome.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(schedules): require definite delivery failure, extract its message, converge deferred Stops

Third Codex round. Three findings in code from this closeout, plus one pre-existing
P1 that is a one-line operator-safety fix.

P1 — dead-delivery settlement demanded too little evidence. `dead` does not prove a
request was rejected: the trigger host marks response timeouts and invalid success
responses `certainty: 'ambiguous'`, and the engine dead-letters those once retries
are exhausted. The erasure sweep treated every dead letter as positive evidence, so
an ambiguous one sitting over a generation a peer had accepted could terminalize the
run and release its capacity mid-flight. It now settles only on a DEFINITE rejection,
unless job absence is deployment-authoritative (safe topology), where the
confirmed-absent job is itself the evidence.

P1 — `lastError` is an `AgentTriggerDeliveryFailure` object, not a string. A
duplicated local interface declared it `string` (against CLAUDE.md's no-duplicate-
types rule), so both the sweep and the engine reconciler passed the object into the
String-typed run/schedule `error` fields; Mongoose would reject the cast, the per-row
catch would swallow it, and the run would keep its global capacity slot. The dep type
now reuses the canonical `AgentTriggerDeliveryFailure` and both call sites pass
`.message`. Re-typing immediately surfaced a stale test that had asserted a string.

P1 (pre-existing) — the base-config global stop is honored in `getLimits` via
`isRuntimeDisabled` rather than a literal `=== false`. The stop has two shapes, and
deepMerge turns base `{ use: false }` plus a principal override of `true` into
`{ use: true }`, so the literal check reported the feature enabled and Run Now
dispatched straight through fireSchedule, bypassing the operator's emergency stop.
Now the same predicate the engine gate already uses.

P2 — a Stop whose settlement DEFERRED past the poll budget had no convergence path
where no reconciler is armed. `acknowledgeScheduledStopPersistence` now optionally
re-drives the terminal outcome once the barrier clears; `recordRunOutcome` is
match-guarded and idempotent, so an owner that already settled makes it a no-op. The
abort route passes it for a running generation; a paused job still settles explicitly.

Tests: ambiguous dead letters refused under unsafe topology but settled when absence
is authoritative, definite rejections settled either way, the failure message carried
through, and the abort route's re-drive present for running / absent for paused.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(schedules): converge terminal runs in clustered workers, retry suspension restore

Fourth Codex round on 74f7af8. Both findings are in code from this closeout.

P2 - a clustered worker never settled a run whose generation finished but whose
outcome write failed. `recordScheduleOutcome` retries three times and then returns
false; the owner honors that by PRESERVING the terminal job as the only surviving
evidence, and the armed engine's reconciler replays exactly that. The clustered
entrypoint arms no engine, and its sweep only covered deleting schedules
(settleAbandonedRuns) and dead deliveries - an identity-matched job was skipped
outright. So an ordinary live schedule's run stayed `started`, held its GLOBAL
capacity slot, and kept a preserved job that carries no `completedAt` and is
therefore invisible to the store's finished-job sweep: both leaked until store
expiry.

The live-schedule pass now also converges from a retained terminal job, mirroring
the reconciler branch it stands in for: honor the owner's stamped outcome over the
generic status (so a balance refusal still walks its streak rather than resetting
it), clear the reserved conversationId when the generation never emitted its
created event, and delete the retained job only AFTER the outcome write is durable.

This stays positive-evidence-only and safe in every topology. Presence, not
absence, is the evidence: an identity-matched job is authoritative wherever it is
observed - a shared store shows the real generation, a process-local store can
only be showing this process's own - which is why it needs no
canInferOwnerDeathFromMissingJob fence, unlike the absence-based paths. The
in-flight abort/resume fences still defer, so an `aborted` job cannot settle a run
whose owner may still be persisting. Both cases now share one pass over one window
rather than two, and `retainedOutcome` moved to types.ts so the sweep reuses the
engine's mapping instead of duplicating it (and stays independent of the engine).

P2 - a failed restore stranded a live account's schedules. Cancelling an account
deletion restores the suspended rows while the deletion fence is still armed and
then releases that fence; nothing re-drives the restore afterwards, so one
transient write failure left the user with silently disabled, next-run-less
schedules. The restore is now retried at the single choke point both the HTTP
controller and the CLI share. Retrying is safe because each attempt re-reads only
the rows STILL carrying the token: a partially-applied unordered write converges
on exactly the stragglers, and a fully-applied one finds nothing.

The fence is still released when every attempt fails, deliberately: retaining it
would refuse the live account's schedule writes AND make beginAgentTriggerUserDeletion
report `in_progress` forever, blocking the retry that is the convergence path (a
later attempt adopts this snapshot, so its cancel restores these exact rows). Both
callers now log the user id and suspension token so the state stays recoverable by
hand if that never happens.

Tests: retained terminal job settled and its evidence released, stamped outcome
preferred over the generic status, stamped failure reason carried, reserved
conversationId cleared for a never-created conversation, identity-mismatched
terminal job ignored, abort-in-flight deferred; restore retried past a transient
write failure and converging on a partially applied restore.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(schedules): converge unprojected pauses and release replayed bookkeeping jobs

Two of the four findings I flagged as pre-existing to my closeout commits. Both are
in code this PR introduces, so merging would have shipped them; both are the same
capacity/evidence-leak class the last four rounds have been closing. The remaining
two (slotless rows escaping the per-user cap, and the non-rotating `started`
reconciliation bucket) are genuinely latent and deliberately left alone.

An UNPROJECTED PAUSE held a global capacity slot forever. The pause projection is
what moves a run row off `started`; `recordScheduleOutcome` already retries it, but
the request controller discarded the result, so three failed attempts were dropped
silently. The armed engine's reconciler replays that state, but the clustered sweep
did not: a paused job is not terminal, so the retained-job path returned without
settling, and the dead-delivery path never inspects an identity-matched job at all.
The row stayed `started` with no cutoff that would ever clear it.

The call site now surfaces the failure, and the sweep converges it, mirroring the
reconciler's pause branch: project `requires_action` (which frees the slot) but do
NOT release the job's evidence — unlike a terminal job it is still live, awaiting an
approval. The resume hand-off fence still defers, so re-projecting cannot release a
slot a continuation just claimed.

The BOOKKEEPING REPLAY pass leaked its retained job. A run reaches that pass only
because its owner crashed before bookkeeping — which is also before it could release
the job it retained for exactly this recovery. The active-run pass clears its own;
this one never did, and a preserved job is deliberately kept WITHOUT `completedAt`
so the store's finished-job sweep cannot reap it early, so nothing else ever would.
It now clears after `finalizeBookkeeping` succeeds — identity-guarded, a no-op when
no job is retained, and skipped entirely when the replay itself failed, since the
retained job is the only surviving evidence in that case.

Tests: pause projected and the slot freed while the live job's evidence is kept,
paused job deferred during a resume hand-off, retained job released once replayed
bookkeeping is durable, and retained job kept when the replay fails.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(schedules): fence the clustered pause replay against a concurrent resume claim

Codex round 5, on code I added in f735341. The finding is correct and the exposure
is one I introduced.

The pause replay lives in a sweep that runs in EVERY clustered replica, so several
sweepers can observe the same unprojected pause. Its guards were all derived from an
in-memory row SNAPSHOT: hasResumeHandoffInFlight reads the snapshot's
resumeClaimedAt, and recordRunOutcome's pause branch matched any row currently in
`started`/`requires_action` with no fence of its own. The race: sweeper A projects
the pause and frees the slot; the owner's approval then claims a fresh one
(markRunResumeClaimed takes the row to `started` WITH resumeClaimedAt in one write);
sweeper B, still holding the pre-projection snapshot, passes its hand-off check and
replays — `$unset: { capacitySlot, resumeClaimedAt }` under a continuation that is
already running. The run reverts to `requires_action` while its generation proceeds
outside global capacity.

The engine's reconciler makes the same call and has the same snapshot-derived guard,
but v1 arms exactly one engine, so it has no concurrent racer; the sweep is the first
thing to run this transition in parallel. Left the engine alone rather than widening
the change: its `requires_action` re-affirmation is deliberate and single-writer.

Fixed where the race is, in the write itself. `recordRunOutcome` takes an optional
`requireNoResumeClaim`, which adds `resumeClaimedAt: { $exists: false }` to the pause
filter, and the sweep sets it. Because the stamp is written in the SAME update that
moves the row to `started`, its absence is atomic proof no resume owns the row. The
flag is deliberately NOT set by the generation owner: its own re-pause legitimately
clears the stamp as the hand-off's completion signal.

The fence cannot block the recovery it exists to enable: markRunResumeClaimed only
matches `requires_action`, so a genuinely stuck `started` row can carry no resume
claim — it is in fact blocking its own approval until this replay frees it.

Tests: a replay from a stale snapshot leaves a resume-claimed row's status, slot, and
claim stamp intact, while a stuck row with no claim still recovers; and the sweep is
asserted to send the fence.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

* fix(schedules): fence stale resume claims by age, not existence

Codex round 6, on the fence I added in ee00c60. Correct again, and the defect is
the mirror image of the one it fixed.

The fence was an EXISTENCE check (`resumeClaimedAt: { $exists: false }`) while its
caller's guard is a FRESHNESS check (hasResumeHandoffInFlight, bounded by
RESUME_HANDOFF_STALE_MS). They agree while a claim is fresh and disagree once it is
abandoned: a worker that dies after markRunResumeClaimed takes the row to `started`
and stamps resumeClaimedAt — but before the continuation resumes or
releaseRunResumeClaim rolls it back — leaves the stamp set forever. Past the bound
the sweep correctly stops deferring and tries to recover the row, but the write
rejected it purely because the field still existed. The row stayed `started` holding
its global capacity slot, and its approval was unresumable for good, since
markRunResumeClaimed only matches `requires_action`. That is exactly the stuck state
this replay exists to clear, so the fence had reintroduced it for the crashed-resume
case.

`requireNoResumeClaim: boolean` becomes `resumeClaimStaleBefore: Date`, and the
filter matches a row with no claim OR a claim older than that cutoff. The sweep
passes the SAME bound its in-flight check uses, so the two can no longer disagree.
A genuinely racing claim is by construction fresh — it is created after the sweeper's
snapshot — so the race from round 5 stays closed.

Tests: a row whose resume claim was abandoned by a dead worker now recovers (status,
slot and stamp all cleared), alongside the existing two — a fresh claim still repels
a stale-snapshot replay, and an unclaimed stuck row still recovers.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CZwZPDBgxy4mCWWg6zQSjq

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-08-20 11:51:30 -04:00
Danny Avila
259f1e0c32
🛰️ feat: Route Live Subagent Controls Across Replicas (#14971)
* feat: route live subagent controls across replicas

* fix: initialize task routing in cluster workers

* fix: harden cross-replica task routing

* fix: expire routed task owners independently

* fix: close cross-replica routing edge cases

* fix: bound owner refresh and close routed cancellation gaps

Refresh owned task registrations in bounded parallel batches so a full
heartbeat pass stays well inside the 30-second directory lease instead of
serializing one Redis EVAL per registration.

Route conversation-deletion cancellation through a dedicated owner-side
scope operation. The owner applies the deletion predicate to its complete
local task set, so a scope holding more children than the model-facing
list cap no longer leaves live executors running after their parent is
removed.

Key a consumed claim's retained response by its operation rather than by
one caller's correlation id, so a later poll recovers a terminal result
whose responses were all lost. Live claim statuses stay uncached so a
poll always observes the task's current state.

Type the model-facing `maxLength` bounds with a narrow local string
schema; the SDK's JsonSchemaType does not declare the keyword, and the
runtime checks continue to enforce the same limits.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix: retain claimed results apart from control replays

A consumed claim is the only routed response whose loss destroys data, so
it no longer shares one bounded cache with control replays that unrelated
command traffic can evict. Claims are retained under their own budget, and
the requester acknowledges a result it received so the owner releases the
copy immediately instead of holding it for the full replay window.

Resolve the post-delete cancellation pass from durable leases. The deleted
conversations cannot be read back, so re-reading each one only scaled the
cascade while probing the owner directory once per removed id; one lease
read now resolves every live child address instead.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix: never consume a result the owner cannot replay

Retention for consumed claims is bounded, so a burst of undelivered results
could evict an earlier one and lose it for good. The owner now admits a claim
only while it can retain a worst-case result, and refuses the routed claim
otherwise instead of consuming it, leaving the result on the task for a later
poll. Retained claims are never displaced; control replays keep evicting.

Key a control replay by the command itself rather than by one caller's
correlation id. The transport's own retry reuses a single envelope, but a
caller that saw the owner as unavailable reissues the command under a new id,
which steered, queued, or interrupted the child a second time.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix: own a claimed result until it is acknowledged

A consumed terminal result is task-owned state, not a cache entry. It now
carries no expiry at all: the owner holds it until a caller acknowledges
receipt, and only then is it released. Retention stays bounded by the
existing admission gate, which refuses a claim the owner could not keep
rather than consuming a result it might drop.

Identify a control by the caller's invocation instead of by its content.
The tool mints one id per invocation and routing carries it, so a routed
retransmission of that invocation replays the owner's result while two
deliberate identical commands arrive under distinct ids and both apply.
Content-derived identity could not tell those apart and would have
answered the second from a stale snapshot.

Wait for the dpkg frontend lock in the best-effort Playwright font step.
Its timeout kills npx while the apt-get it spawned keeps the lock, which
then failed the fatal Redis install and ended the MCP replica jobs before
any test ran (#14983).

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix: treat acknowledgement as part of delivering a result

Publishing an acknowledgement once and ignoring the outcome meant a result
could be reported as delivered while the owner never learned it could let
go, and since that retention neither expires nor evicts, enough lost
acknowledgements would fill it and refuse every later remote claim.

An acknowledgement is now confirmed: publishing to zero subscribers is not
success, it retries inside the ordinary request window, and a claim whose
acknowledgement cannot be confirmed reports the retryable unavailable path
instead of handing back a result the owner still holds. A later poll
recovers that result and acknowledges it, and releasing is idempotent.
Owner registration also outlives the task while a result is unacknowledged,
so the retained result cannot become unreachable.

Take the control invocation identity from the provider's tool-call id
rather than minting one per execution, so replaying the same tool call
stays idempotent while two distinct calls with identical payloads both
apply.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* style: sort the widened node:crypto import

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix: own control invocations and cancellation plans at the task seam

Applies one logical control exactly once for its owning task rather than
in the transport, so a local caller and a routed caller of the same
invocation agree, and reusing an invocation id for different content is
refused instead of silently applied. Invocation identity now comes from
the run, agent, and provider tool-call id hashed to a bounded 32
characters, so a repeated `call_0` never bleeds across tasks and no id can
overrun the routed bound.

Cancellation for conversation deletion is now resolved into a plan while
those rows are still readable, then replayed against the owner directory
after the cascade is deleted. Owner registration is awaited before any
provider work, so a child that cannot be addressed never starts.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* style: separate the control invocation map from the next member

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix: close subagent deletion, claim, and control invocation gaps

Bulk conversation deletion now runs behind a durable owner admission fence.
Draining alone could not close the race: a child admitted on another replica
after the drain read its leases would start provider work against a parent
about to disappear. The fence is written before any lease is read and each
child revalidates it after its own lease is written, so one of the two always
observes the other. It expires on its own, so a process lost mid-deletion
cannot leave an account unable to run subagents.

A terminal child result is no longer kept alive in the owning replica's
memory until someone acknowledges it. Collection is recorded durably on the
child's own message against the polling invocation, so the poll whose
response was lost recovers its own result while a different invocation is
told the result was already collected. Owner-side retention returns to an
ordinary bounded cache that expires, which is what abandoned polls needed:
they can no longer occupy claim capacity until the process restarts.

The deletion drain now cancels each task under one invocation held for the
whole drain, stops re-sending once the owner answers, and retries only
deliveries it could not confirm. A routed control replay also validates the
command fingerprint, so one invocation id carrying different content reaches
the owner to be refused instead of collecting the earlier command's success.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* test: assert the drain's calls before restoring its spies

Restoring a spy also clears its recorded calls, so the drain assertions
ran against an emptied mock. Formats the durable claim method tests.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix: close the follow-on gaps in the deletion fence and result claim

The admission fence now carries an ownership token, so an overlapping
deletion's fence is never lifted by the one that finishes first, and both
fence writes invalidate the cached auth user document. It also covers the
other bulk-delete path: `DELETE /` with no conversation filter removes every
conversation, so it runs behind the same fence rather than a bare drain.

The durable record now decides who holds a one-shot result. An owner replaying
a retained response could hand the same terminal claim to a second invocation;
that invocation is told the result was already collected, while the one that
consumed it still recovers its own. A task with no durable record to arbitrate
keeps whatever the owner answered.

Drain cancellation treats `not_found` as unconfirmed: a missing registration
while the durable lease is still live means the child may be running, so the
command is retried under its invocation once the owner republishes itself.
Control fingerprints are hashed, so retaining one per invocation costs a fixed
few bytes instead of a bounded message.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix: hold every deletion fence and keep live idempotency records

An owner now holds one admission fence per concurrent bulk deletion instead
of one at a time, so admission reopens only when the last deletion finishes
regardless of completion order. Expired fences are pruned as new ones arrive
and the set is bounded, so an abandoned fence cannot accumulate or lock an
account out.

A failed durable claim write is no longer read as an absent record. Handing a
terminal result over without recording its claimant would let another
invocation collect the same one-shot output once the database recovered, so
the collection reports the retryable unavailable path and leaves the result
for a later poll.

Control invocation records now evict tasks the store no longer holds before
live ones, over a bounded scan. Dropping a live task's record would let a
caller retry apply its queue, steer, or interrupt a second time once the
transport replay had also expired.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix: keep the deletion fence portable and never drop a live record

The admission fence is written with plain update operators again. DocumentDB
rejects pipeline-form updates, and this runs before any deletion, so the
pipeline form would have failed both bulk-delete endpoints outright on a
supported database target.

An excess deletion is now refused rather than silently displacing the oldest
active fence, which would have reopened admission for a deletion still
running. Expired fences are pruned before the cap is tested, so only genuinely
concurrent deletions count against it.

Control invocation records now sweep every settled task's entry when the
window fills, and a window of entirely live records refuses the new control
before touching the child instead of evicting one. Applying a command with no
room to record it would let the caller's own retry apply it twice.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix: hold the fence, bound recovered results, and expire stale commands

The admission fence is renewed for as long as its deletion runs, so a very
large account or a stalled database cannot let it lapse while conversations
are still being removed. Only the deletion's own fence is renewed, and the
renewal stops with the operation.

Cancellation now covers every conversation the cascade removed, not only the
ones a plan named: a grandchild lives in its own parent's scope, which a plan
naming the deleted root never reaches.

A routed request carries the deadline its caller waits for, and an owner drops
one that arrives past it. A publisher disconnected mid-request queues the
envelope offline and delivers it after the caller was told the owner was
unavailable, which would otherwise steer a child the caller believes untouched.

A result recovered from its durable child message is bounded like a routed one.
The message keeps the child's untruncated output, so recovery could otherwise
return far more than the routed result limit allows.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* test: size the fence window so a renewal can be observed

The renewal test set a 30ms drain timeout but the five-minute grace window
dominates it, so the interval was 100 seconds and no renewal could fire
inside the test's deletion. The grace window is an option now, matching the
store's other timings, and the test sizes the window to 90ms.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix: wire the durable claim method and close the fence follow-ons

The production store never received `claimSubagentTaskResult`, so every
terminal result would have surfaced as unavailable once a task settled. The
host wires that object from JavaScript, where the factory's parameter type
checks nothing, so the factory now refuses a store missing any method it
calls rather than failing at the first claim.

The routing transport takes a dedicated publisher with the offline queue
disabled. The shared client held commands issued during a disconnect and
delivered them after the caller had given up, which the request deadline
narrowed but could not close inside the clock-skew allowance.

Fence renewal invalidates the cached auth document like the fence and release
paths, and a renewal reporting its entry gone re-takes the fence instead of
letting the deletion run on unfenced. The post-delete cancellation retries a
transiently unreachable owner: the conversations are already gone, so it is
the only pass that can still stop a late-admitted child.

A replaced replay entry no longer leaves its bytes counted, which would have
inflated the cache's total until unrelated responses were evicted.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* test: wait on observed lease renewal instead of a fixed delay

The shared-lease renewal test held a 60ms lease and slept 100ms before
asserting an overlapping worker was refused, so a loaded runner that
starved the 10ms heartbeat past the TTL let the lease lapse and the
second worker run. Spy on acquisition and renewal, then wait until a
renewal succeeds past the acquired lease's own deadline — direct
evidence the heartbeat carried it past expiry, with no timing
assumption — and give the lease enough headroom that a stalled timer
no longer decides the outcome.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix(agents): close the routing, fence, and cache gaps found in review

Five separate seams, each with its own failure:

`Cluster.duplicate` reads its first argument as a startup-node list and
its second as the overrides, unlike `Redis.duplicate`, so the publisher's
`enableOfflineQueue: false` was silently dropped under
`USE_REDIS_CLUSTER` and a command issued mid-disconnect could still
reach a child after its caller was told `unavailable`. Route both
through `duplicateIoRedisClient`.

The control window's capacity refusal ran before the store knew whether
it owned the task, so unrelated local load could veto a cancellation
bound for another replica. Establish that the task is local first and
leave a remote one to its owner's window.

`clearInterval` stops only future fence renewals. One already waiting on
the database could resolve after the release, read its own lifted fence
as expiry, and write a replacement that nothing remained to lift —
closing subagent admission for the account until it aged out. Track the
in-flight renewal, refuse overlapping passes, and await it before
releasing.

Every owner bounds its own task list, but the aggregation appended each
batch whole, so the model-facing list grew with the number of replicas
holding the scope. Cap the merged list while still reading every reply
for the stale-registration sweep.

The admission-fence prune commits independently of the fence that
follows it, so a refused or failed push left the cached auth document
describing entries the collection no longer held. Invalidate whichever
way the second write goes.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix(agents): cap the merged task list the poll tool actually reads

Each owner bounds its own reply and the remote aggregation bounds their
sum, but `listTasks` merged that bounded remote list with however many
children this replica owns and returned it whole. `check_background_task`
could therefore still receive roughly twice the advertised cap. Bound the
deduplicated, sorted result and export the cap so both seams share one
number.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* test: admit every task the merged-list cap test starts

The base store admits ten concurrent runs per scope by default, so
starting 150 at once left most refused for capacity and the assertion
never reached the merge it was written to check. Raise the cap for this
store only; admission is a different invariant with its own tests.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix(agents): let a deletion notice its admission fence lapsing

Renewal failures were logged and swallowed, so a run of rejected writes
let the last confirmed `fencedUntil` pass while the deletion carried on
believing admission was still closed — long enough for another replica
to admit a child against conversations about to be removed. Track the
deadline only a confirmed write advances, and check it after the drain,
before anything is deleted: nothing has been removed at that point, so
the operation fails closed and the caller retries once the fence can be
held. A lapse detected after the rows are gone is logged instead, since
reporting failure there would invite a retry against conversations that
no longer exist.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* test: raise both concurrency caps the merged-list test trips

Raising the per-scope limit left the store-wide `maxRunningTotal` at its
default hundred, so fifty of the hundred and fifty starts were still
refused. Verified against the base store directly this time: with only
the per-scope cap raised it admits a hundred, and with both raised it
admits all hundred and fifty.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix(agents): close the fence renewal gap and keep running tasks listed

A renewal that started before its deadline but landed after it was still
credited with extending the fence from its own start time, so a window in
which admission stood open was papered over: a child could take a lease
the drain had already read past and the deletion would proceed without
cancelling it. The deadline now only advances when the write lands while
the previous one still holds; anything later records a lapse the fence
cannot be restored backwards over.

The model-facing cap sorted oldest-first and sliced, which dropped the
newest tasks — including children that had only just started running,
and which the poll tool offers no other way to discover. Bound by status
instead: running children first, then the most recent settled results.
Both caps share one helper, and the routed aggregation now bounds after
its loop so the choice is made across every owner's reply rather than by
whichever answered first.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix(agents): finish the cap and the fence at the seams they still missed

The status-aware cap only reached the requester: an owner's own reply
still sliced positionally, so a replica holding more than the cap dropped
its running children before the requester could bound anything. Both
sides now share `boundedTaskList`.

A fence that lapsed during the deletion itself was only logged. The rows
are gone by then, so failing is still wrong, but the child another
replica admitted while the fence was down is not: the fence is retaken
and the drain repeated to cancel it.

A child's lease renewal had the same retroactive hole the admission fence
had — Mongo filters on the `now` captured before the call, so a write
landing after the lease expired still moves the row forward, while an
owner drain reading active leases in that gap saw the thread as free. The
lease now carries its own deadline and a late renewal stops the executor.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* test: cover the lease lapse and the post-deletion re-drain

The owner-side cap shipped with a regression test; these two did not.
One drives a lease renewal that succeeds only after the lease it was
extending had expired and asserts the executor stops; the other lets the
fence lapse during the deletion itself and asserts a second drain runs
while the request still reports success.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01H1cCMDrTWaRNkmtKjpWELZ

* fix(agents): close live-task lifecycle gaps

* test(redis): exercise cluster node discovery

* fix(test): type cluster discovery seam

* fix(ci): wait for orphaned apt processes

* fix(ci): reserve time for apt drain

* fix(ci): skip optional fonts in MCP jobs

* fix(agents): recover tasks after owner loss

* fix(agents): preserve local task discovery

* fix(agents): initialize fail-fast cluster publisher

* style(agents): sort routing test imports

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-08-19 02:16:35 -04:00
Ravi Kumar L
006e421cd2
💡 feat: add DB-backed admin insights (#14898)
* feat: add Mongo-backed admin insights

* feat: gate insights with environment variable

* fix: tighten insights access and activity metrics

* fix: preserve insights date selections

* perf: parallelize insights search aggregation

* test: wait for MCP conflict recovery

* test: satisfy strict MCP recovery typing

* fix: disable insights pagination while loading

* fix: localize insights range shortcuts

* fix: bound insights search input
2026-08-18 07:51:51 -04:00
Danny Avila
aa35cd42b1
📬 feat: Add Durable Agent Trigger Delivery (#14925)
* feat: wire trusted agent trigger dispatch

* feat: add durable agent trigger delivery

* fix: annotate trigger envelope byte limit

* test: isolate trigger startup in server specs

* fix: fence trigger delivery during account deletion

* test: isolate trigger service in user controller specs

* fix: close trigger deletion admission race

* fix: harden account deletion fences

* fix: close durable trigger review gaps

* fix: require offline stale-fence recovery

* fix: type trigger lane sequence ids

* fix: fence admin user deletion triggers

* fix: make trigger deletion recovery durable

* fix: harden offline user deletion

* fix: serialize trigger lane publication

* style: sort trigger delivery imports

* fix: recover orphaned trigger publications

* fix: preserve trigger recovery ordering

* fix: fence trigger publication during purge

* fix: defer remote trigger deletion fences

* fix: close durable delivery cleanup races

* fix: drain CLI generation owners before deletion
2026-08-17 09:25:08 -04:00
Danny Avila
f829aca9fb
🧩 fix: Align Tenant and MCP Configuration Resolution (#14904)
* fix: Align Tenant and MCP Configuration Resolution

* fix: Preserve Operator-Owned MCP Entries

* fix: Preserve Configuration Source Ownership

* style: Normalize Middleware Import Order

* fix: Preserve Process Server Precedence

* test: Align Tenant-Aware E2E Setup
2026-08-16 22:30:46 -04:00
Danny Avila
1596df724a
🫆 chore: Remove Published Credential Defaults (#14680) 2026-08-07 07:25:05 -04:00
Dustin Healy
0e14d91ed9
⏱️ fix: Compile admin file-config MIME patterns on a linear-time engine (ReDoS) (#14555)
* ⏱️ fix: Compile admin file-config MIME patterns on a linear-time engine

convertStringsToRegex compiled admin-configured supportedMimeTypes with the native RegExp engine, and checkType runs those patterns against an uploaded file's Content-Type on the server event loop, so a catastrophic-backtracking pattern in fileConfig could ReDoS the whole process on upload.

The MIME-pattern compiler is now swappable. It defaults to native RegExp, which browser builds keep so no engine is added to the client bundle, and the server injects a linear-time engine (RE2JS) at startup. Only test is ever called on these matchers, so the shared type widens to a structural RegexLike with no behavior change for valid patterns. The browser stays on native because a client-side stall would only affect that one tab.

* ⏱️ fix: Wire the linear MIME compiler in the experimental entry point

api/server/experimental.js mounts the same upload routes and calls mergeFileConfig but never set the linear-time compiler, so admin MIME patterns still compiled with native RegExp there. Mirror the setup, and widen the client-side supportedMimeTypes type to the shared RegexLike so the browser typechecks against the same structural matcher.

* 🧹 refactor: Configure the file-config linear engine from a shared helper

Move the RE2 wiring out of both JS server entry points into a single
configureFileConfigRegexEngine helper exported from @librechat/api, so /api stays a thin
caller and the setup no longer has to be kept in sync across index.js and experimental.js.

Also warn loudly when compiling an endpoint's supportedMimeTypes drops every pattern (an
empty allowlist would reject all uploads), and correct the isMimeTypeSupported docstring to
say RegexLike rather than RegExp.

* fix: fail closed when every MIME pattern fails to compile

convertStringsToRegex returned [] when all configured patterns failed to
compile, and filter.ts reads an empty allowlist as no restriction, so a
restrictive config whose patterns all fail allowed every attachment.
Return a single reject-all matcher instead so every consumer fails closed.
2026-08-06 09:05:42 -04:00
Danny Avila
dd159c4566
🔐 fix: Preserve Structured JWT Auth Context (#14652)
* 🔐 fix: Preserve structured JWT auth context

* fix: Omit identity from auth correlation logs

* fix: Isolate pre-auth request context

* style: Sort auth context imports

* fix: Preserve structured auth metadata

* fix: Narrow structured log formatter types

* fix: Annotate structured log context keys

* test: Fix request fixture typing

* fix: Namespace request path log context

* fix: Namespace request method log context

* fix: Preserve captured tenant error paths

* style: Sort tenant error imports

* fix: Classify bulk tenant isolation failures

* fix: Enforce safe request correlation invariants
2026-08-06 08:12:00 -04:00
Dustin Healy
3f0a1ec8d9
🛡️ fix: Run message-filter PII patterns on a linear-time regex engine (ReDoS) (#14554)
* 🛡️ fix: Run message-filter PII patterns on a linear-time regex engine

The messageFilter.pii middleware compiled admin-configured customPatterns with the native RegExp engine and ran them synchronously against every message on the shared event loop, so a catastrophic-backtracking pattern such as (a+)+$ could stall the entire process (native RegExp takes tens of seconds at roughly 32 characters) and take the instance down for every user.

Compile these patterns with RE2JS, a linear-time RE2 port with no native addon, so catastrophic backtracking is impossible regardless of the pattern rather than something the code tries to detect. Patterns using features RE2 does not support, such as backreferences, fail to compile and are dropped and logged exactly as an invalid pattern already is. The filter only tests for a match, so this is a drop-in engine swap with no behavior change for valid patterns.

* 🛡️ fix: Reject RE2-incompatible messageFilter patterns at config load

The customPatterns regex was validated with native RegExp at config load, but the runtime now compiles it with a linear-time engine (RE2) that does not support backreferences or lookaround. Such a pattern passed validation, then failed to compile and was silently dropped at request time, quietly removing PII protection after upgrade.

Reject backreferences and lookaround during config validation with an explicit message, and document RE2 syntax in the example config instead of "JavaScript-flavor". The runtime engine remains the authoritative boundary and still drops-and-logs anything this load-time check misses.

* 🧹 test: Use direct MessageFilterPiiConfig annotations in the PII specs

The added ReDoS cases satisfy the exported MessageFilterPiiConfig type directly, so the `as unknown as` assertions were unnecessary. Annotate the config objects directly, matching the repo's type-safety guidance.

* 🧹 fix: Reject named backreferences in messageFilter patterns at config load

Extend the config-load check to also reject named backreferences (\k<name>), which are valid JavaScript regex but unsupported by the linear-time runtime engine, so they surface at load rather than being dropped at request time. Together with the existing numeric-backreference and lookaround checks this covers the RE2-incompatible construct set; the runtime engine remains authoritative.

* 🛡️ fix: Preserve Unicode whitespace matching in messageFilter starter patterns

RE2's \s is ASCII-only, so after the engine swap the built-in api-key and Bearer starters no
longer matched a secret separated by non-ASCII whitespace (e.g. a non-breaking space), which
native RegExp did match. Broaden the whitespace classes to [\s\p{Zs}] so those patterns keep
their original coverage, and add a regression test for a non-breaking-space separator.

* 🛡️ fix: Validate messageFilter patterns with the RE2 engine at config load

Replace the syntax blacklist (numeric/named backreferences, lookaround) with authoritative
validation: config load now compiles each custom pattern with the same linear-time engine the
runtime uses, so any RE2-incompatible construct (including control escapes like \cA) is rejected
at load with a clear error instead of being silently dropped at request time.

The validator is swappable and defaults to native RegExp so browser builds add no engine; the
server wires the RE2-backed check at startup via configureMessageFilterRegexValidator in both
entry points.

* 🛡️ fix: Match the full whitespace set in messageFilter starter patterns

RE2's `\s` omits the vertical tab and `\p{Zs}` omits U+2028, U+2029, and
U+FEFF, so a separator built from one of those characters slipped past the
`api-key` and `Bearer` starter patterns and reached the model. Broaden the
starter whitespace class to the full JavaScript whitespace set so those
separators are covered again.

* fix: fail closed when messageFilter.pii compiles to zero patterns

DB and admin config overrides bypass the RE2 schema validation (it only
runs at YAML load), so an override whose only pattern is RE2-incompatible
was dropped at compile time, left zero patterns, and let the request
through. compile() now returns a failClosed flag when a config declared
patterns but every one failed to compile; the middleware returns 400 and
findPiiMatchInMessages returns a distinct misconfigured match that the
OpenAI and Responses controllers surface with an admin-facing message.

* 🛡️ fix: Fail closed when any messageFilter.pii custom pattern drops

compile() previously set failClosed only when every pattern dropped (patterns.length === 0 && dropped > 0). With the default starters present, a single RE2-incompatible custom override incremented dropped but left patterns.length > 0, so the filter silently enforced only the surviving subset and text matching only the dropped rule passed.

failClosed now keys off dropped > 0, so any dropped custom pattern blocks with the misconfigured 400. YAML patterns are RE2-validated at load, so dropped stays 0 for valid configs and only unvalidated DB or admin overrides can trip it. Reframed the two keeps-others-active specs to assert fail-closed and added a default-starters partial-drop regression.

* 🧹 fix: Correct the misconfigured JSDoc and drop redundant casts in the PII specs

The misconfigured flag now means any configured custom pattern failed to compile, not that every pattern failed, so its JSDoc on PiiMatch is updated to match. The partial-drop regressions now use direct MessageFilterPiiConfig annotations instead of as-unknown-as casts, keeping the specs type-checked, consistent with the rest of the suite.
2026-08-05 13:42:18 -04:00
Danny Avila
324584552c
⏱️ feat: Configurable HTTP Server Timeouts (#14481)
* http server config added

* Fix TypeScript compatibility by accepting NodeJS.ProcessEnv directly when applying optional HTTP server timeout configuration.

* fix(api): configure HTTP server timeouts for clustered workers

* 🕰️ fix: Warn When HTTP Timeouts Are Not Enforced

Codex review of the rebased contributor work surfaced two ways these settings
silently do nothing. Both reproduce, and neither was reported to the operator.

Bun accepts the four property assignments and reflects them back, but does not
enforce them: with keepAliveTimeout=100 and buffer=1000, Bun 1.3.13 held a
keep-alive connection past 3s where Node 24 closed it at 1101ms. Since `b:api`
runs the server under Bun, the existing info log confirmed a configuration that
was not in effect. Warn instead.

Node sweeps header/request timeouts on `connectionsCheckingInterval`, a
createServer option that `app.listen()` leaves at 30s, so sub-30s values round
up to it: headersTimeout=2000 returned 408 at 30004ms by default versus 2010ms
with a 250ms interval. Warn on values below the sweep interval rather than
restructure server construction, since every documented value and both Node
defaults already sit well above it. keepAliveTimeout is socket-driven and stays
exact, so it is excluded.

Both caveats documented in .env.example.

* 🩹 fix: Inject Runtime Versions Instead of Mutating `process.versions`

The spec deleted `process.versions.bun` to reset between cases, which failed
typecheck with TS2790: `@types/bun` is a packages/api dependency and augments
NodeJS.ProcessVersions with a required `bun: string`, so the property is not
optional and cannot be deleted. Assigning undefined would fail for the same
reason.

That augmentation also made the production check dishonest: TypeScript saw
`process.versions.bun` as always a string, so `!= null` read as a no-op branch
even though it is correct at runtime under Node.

Both resolved by taking runtime versions as a third injectable parameter,
matching the existing `environment` parameter. Callers in api/server are
unchanged, the narrow `{ bun?: string }` type restores honest narrowing, and
the tests no longer mutate global state, so they assert the same behavior
whether the suite runs under Node or `bun jest`.

* 📏 fix: Stop Claiming a Ceiling on Sweep-Delayed Timeouts

The warning added in 9adc3eb1c said the effective timeout is "up to 30000ms",
which promises a bound that does not hold. Node detects header/request expiry
only on the next connection sweep, so the delay is relative to the deadline
rather than capped by the interval: measured against the default 30s sweep, a
2000ms headersTimeout closed at 30004ms, 15x the configured value, and cases
where the timeout is near the interval did not fire within a 9s window at all.

Reworded to state the mechanism without asserting a ceiling, and to point
operators at values of 30000ms or above for predictable enforcement. Same
correction applied to the .env.example note, which claimed short values "round
up" to the interval.

*  fix: Clamp Headers Timeout to the Request Timeout

Setting only HTTP_REQUEST_TIMEOUT_MS below the 60s headers default left
headersTimeout > requestTimeout, a pairing createServer rejects outright with
ERR_OUT_OF_RANGE. Assigning the properties after construction skips that
validation, and the mismatch silently defeats the request timeout for a stalled
body: with requestTimeout=4000 and headersTimeout at its 60000 default, a client
that completed its headers and then stopped mid-body was still connected after
12s. Clamping headersTimeout to 4000 closes the same connection at 4017ms.

An earlier round dismissed this after testing partial *headers*, where
requestTimeout does evict on time. The gap only appears once headers are
complete and the body stalls, which is the case these timeouts exist to bound.

Mirrors Node's own rule rather than its constructor default: zero on either side
means disabled and is left alone, and an explicitly configured
HTTP_HEADERS_TIMEOUT_MS that conflicts is warned about before being clamped
instead of failing startup over a config typo.

---------

Co-authored-by: Peter Rothlaender <peter.rothlaender@ginkgo.com>
2026-07-28 09:10:17 -04:00
Danny Avila
73699b5c25
perf: Reduce Agent Chat Startup Latency (#14423)
* perf: reduce agent chat startup latency

* test: align Redis stream readiness assertions

* perf: overlap remaining agent startup work

* perf: persist initial agent job metadata atomically

* test: add agent startup latency benchmark

* fix: harden resumable agent stream lifecycle

* fix: isolate replacement stream lifecycles

* fix: preserve terminal stream epochs
2026-07-25 07:58:20 -04:00
Danny Avila
84fa6aa820
🧹 feat: Eager HITL Checkpoint Cleanup (Expiry + Deletion) & Full-Wiring E2E (#14123)
* feat: eager HITL checkpoint cleanup on expiry + deletion, full-wiring e2e

Follow-up to the lazy checkpointer (#14024): two paths still left a paused
run's durable checkpoint to the 24h Mongo TTL, and no test exercised the
whole HITL seam with real components.

1. Approval expiry: GenerationJobManager.setApprovalExpiredHandler(fn) — a
   non-destructive host hook fired after expireApproval's CAS succeeds
   (periodic sweeper AND stale-submit path), safe on startups that run
   constructor defaults. Both startups (index.js configureGenerationStreams,
   experimental.js) register a handler that prunes the checkpoint, resolving
   config lazily per expiry (streamId === conversationId === thread_id).

2. Conversation deletion: deleteConvos now returns the deleted
   conversationIds; the three deletion paths (DELETE /convos, DELETE
   /convos/all, account deletion) prune them via the new bulk
   deleteAgentCheckpoints (one $in deleteMany per collection). The delete
   routes gain configMiddleware for the checkpointer config.

3. Full-wiring e2e (hitlCheckpoint.e2e.spec.js): real SDK Run driven by
   FakeChatModel calling a gated tool, real PreToolUse/humanInTheLoop wiring,
   real LazyMongoSaver over mongodb-memory-server, real GenerationJobManager,
   real /resume controller via supertest. Asserts: clean turn persists
   nothing; error turn persists nothing; pause -> HTTP approve -> gated tool
   executes exactly once -> finalize prunes the checkpoint; expiry prunes the
   abandoned pause eagerly.

Tests: 3 handler unit tests (pendingAction.spec), 2 bulk-prune integration
tests (checkpointer.integration.spec), convos route + deleteUser specs
updated, 4 e2e scenarios. 207 tests green across changed areas.

* fix: tenant-scoped expiry prune, store-won expiry relay, resilient deleteConvos ids

Codex round 1 on #14123 — all three valid:

1. The approval-expired handler now receives the expired JOB so both startups
   resolve config in the paused job's tenant/user scope (getAppConfig({userId,
   tenantId})) — a tenant checkpointer override no longer sends the prune to
   the base config's collections. expireApproval fetches the job best-effort.

2. Multi-replica: when RedisJobStore.cleanupRequiresActionIndex wins the
   expiry CAS on another replica, this replica's sweeper relay branch now runs
   the approval-expired cleanup too (prune is idempotent) — store-driven
   expiry no longer bypasses the hook.

3. deleteConvos: post-delete cleanup (deleteMessages, project stats refresh)
   is now best-effort — the conversations are already gone, so throwing hid
   the deletion and dropped the conversationIds the checkpoint prune needs,
   unrecoverable on retry. Updated the existing tag-decrement-on-failure test
   to the new contract (ids still returned).

Tests: handler-receives-job, store-won relay path, ids-survive-cleanup-failure.
134 tests green across changed suites.

* fix: relay cleanup independent of cached errorEvent; enter tenant ALS context

Codex round 2 on #14123:

1. The sweeper's relay branch gated BOTH the terminal-error emit and the new
   checkpoint cleanup on !runtime.errorEvent — but a reconnect seeds errorEvent
   from the aborted job (runtime-state creation), which then suppressed the
   cleanup entirely. The emit stays gated; the idempotent cleanup now runs
   independent of the cached error, once per runtime lifetime
   (approvalCleanupRan flag — the aborted job is swept repeatedly).

2. Passing userId/tenantId to getAppConfig only keys the config cache; the
   Config query is ALS-scoped by the tenant-isolation plugin. Both startup
   handlers now ENTER the paused job's tenant context via tenantStorage.run
   before resolving config + pruning, so a tenant checkpointer override is
   honored in strict and non-strict modes.

Tests: relay-cleanup-with-cached-error (reconnect simulation), repeated sweeps
run the cleanup once. 27+4 green.

* fix: dedup expiry cleanup across winner and relay paths

Codex round 3 (P3): expireApproval ran the handler without marking the
runtime's approvalCleanupRan flag, so the next sweep's relay branch (the
aborted job outlives expiry for the completed-job TTL) ran the cleanup a
second time. The dedup now lives inside runApprovalExpiredHandler — the
single choke point both paths call — set-before-run, once per runtime
lifetime. Test: local expiry followed by a sweep fires the handler once.
2026-07-05 11:29:30 -04:00
Danny Avila
424ccffd83
🪝 feat: Configurable Tool-Approval Policy via Programmatic Hooks (#14025)
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* 🪝 feat: Programmatic tool-approval hook seam (configurable beyond on/off)

Adds a process-wide registry so host code can plug context-aware PreToolUse decision
hooks into the tool-approval policy, composing with the static
`endpoints.agents.toolApproval` config instead of replacing it.

- `registerToolApprovalHook(factory, { matcher? })` — register a factory that builds a
  PreToolUse hook per run from a ToolApprovalHookContext (userId, conversationId, tenantId,
  appConfig); return undefined to opt the run out. Returns an unregister fn.
- `buildHITLRunWiring(policy, context)` now registers the static-config policy hook as the
  baseline, then layers each resolved host hook after it. Decisions fold in the SDK as
  deny > ask > allow, so a host hook can only TIGHTEN a configured ask/deny — it can never
  silently auto-approve past policy (to loosen, change the static policy). updatedInput /
  allowedDecisions follow the SDK's last-writer-wins, so host hooks win over the baseline.
- `createRun` threads the per-run context (user / conversation / tenant / appConfig) into
  the wiring; non-HITL and HITL-disabled runs never invoke any factory.

This unlocks dynamic policy the static name-lists can't express — per-args (e.g. ask before
write_file outside a workspace, the SDK's createWorkspacePolicyHook shape), per-agent,
per-user. Inert until tool approval is enabled and the caller is hitlCapable.

Tests: registry register/unregister/opt-out/order (hooks.spec.ts) + wiring composition,
context passthrough, and disabled-path inertness (runtime.spec.ts). Full HITL suite green.

* 🪝 feat: Config-driven tool-approval hook loader (librechat.yaml → hook modules)

Lets operators declare programmatic tool-approval hooks in config instead of code, so the
registerToolApprovalHook seam is usable without a custom build.

- Config (data-provider): `endpoints.agents.toolApproval.hooks[]`, each entry
  `{ module, matcher?, options? }`. `module` is a bare package name or a path (resolved
  against the app root); its default export is a builder `(options?) => ToolApprovalHookFactory`.
- Loader (@librechat/api `loadToolApprovalHooks`): imports each module, builds the factory
  with the entry's options, and registers it (with its optional tool-name matcher). Reload-
  safe (each call first unregisters its previous batch, leaving code-registered hooks alone)
  and robust — an unimportable module / non-function export / throwing builder is logged and
  skipped, never crashing startup or blocking the other hooks. Importer is injectable for tests.
- Startup (api/server/index.js): loads the configured hooks once after appConfig resolves.

SECURITY: modules are dynamically imported + executed in-process; this is admin-level config,
documented as trusted-code-only.

Tests: 9 loader cases (default/no-default export, options passthrough, bad-export skip,
builder-returns-non-function skip, import-failure resilience, continue-past-bad-entry,
reload de-dup). Full HITL suite green (80).

* 💄 style: Sort imports in HITL hook spec files (CI sort-imports:check)

* 🛡️ fix: Harden tool-approval hook loader (Codex review)

Six P2 findings on the hook loader / startup wiring:

- CJS/transpiled interop: unwrap a nested `default` (TS/Babel `exports.default = fn`
  surfaces through import() as `{ default: { default: fn } }`) before rejecting a module,
  so documented default-export hook modules actually load.
- Validate the matcher regex at load time and skip invalid ones — the SDK compiles it with
  `new RegExp` at run-build time, where a bad pattern would throw out of buildHITLRunWiring
  and break EVERY HITL run instead of just skipping the one bad hook.
- Honor the `enabled` kill switch: startup now passes hooks to the loader only when
  toolApproval is enabled, so a disabled endpoint imports/runs nothing (and unregisters any
  prior batch).
- Resolve app-root-relative paths without a leading dot: a bare specifier that is a real
  file under basePath (e.g. `config/hooks/workspace.js`) resolves as a path; scoped/other
  bare names still import as packages.
- Base-config-only: documented that hooks register once process-wide at startup and are NOT
  reloaded from per-role/user/tenant overrides — encode per-tenant logic inside the hook.
- Wire the loader into the clustered startup path (api/server/experimental.js) too, not
  just the standard server.

Tests: CJS-interop unwrap, invalid-matcher skip (+ sibling still loads), and specifier
resolution (app-root file / bare package / ./relative). Full HITL suite green.

* 🛡️ fix: Read tool-approval hooks from base config in clustered startup (Codex)

The clustered experimental.js path read toolApproval from getAppConfig() (which merges DB
__base__ overrides with no principal), so a DB override could enable/disable/replace
toolApproval.hooks and import those modules in every worker — violating the base-config-only
contract and diverging from the standard server. Fetch getAppConfig({ baseOnly: true })
specifically for the hook loader, matching api/server/index.js.
2026-07-02 11:51:24 -04:00
Danny Avila
788cc5ac07
🛟 fix: Auto-Recover from Stale Service Worker Assets After Deploys (#13686)
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* 🛟 fix: Auto-Recover from Stale Service Worker Assets After Deploys

- 404 missing static assets in the SPA fallback instead of serving index.html
- inline recovery script unregisters stale SWs and reloads once on chunk failure
- route vite:preloadError into the same recovery path for stale lazy chunks

* 🛟 fix: Address Review — SW-Side Recovery, Scoped Unregister, Shared Fallback

- importScripts'd sw-heal.js pings window clients on activation and reloads
  ones that can't pong: stale pages carry no recovery code of their own
- scope SW unregistration to the deployment base for subpath installs
- preventDefault vite:preloadError only when a recovery reload was initiated
- extract createSpaFallback and apply the asset 404 guard to experimental.js
2026-06-11 11:57:06 -04:00
Danny Avila
197a1dc4e2
🧬 feat: Add GitHub Skill Sync (#13293)
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* feat: Add GitHub skill sync

* fix: Address GitHub skill sync CI

* fix: Harden GitHub skill sync review paths

* fix: Prevent overlapping skill sync runs

* fix: Address GitHub skill sync review findings

* fix: Satisfy Git ref lint rule

* fix: Address GitHub sync review follow-ups

* fix: Match skill frontmatter closing fence

* fix: Address GitHub sync review cycle

* fix: Address GitHub sync review follow-ups

* fix: Harden GitHub skill sync worker

* fix: Format GitHub sync rollback log

* fix: Address GitHub sync review feedback

* fix: Format skill import parse handling

* fix: Coerce scalar skill frontmatter and correct scheduler timer clear

- parse: coerce numeric/boolean name and description scalars to strings instead of dropping them to empty (restores pre-refactor behavior; preserves absent-vs-empty distinction for the when-to-use fallback)
- scheduler: clear the setTimeout handle with clearTimeout rather than clearInterval
- test: cover non-string scalar frontmatter coercion

* fix: Tolerate trailing whitespace after SKILL.md opening frontmatter fence

extractFrontmatterBlock required the opening fence to be exactly '---\n', so an opener with trailing spaces/tabs (e.g. '---   \n') silently dropped all frontmatter even though the closing-fence regex already tolerates it. Match the opener with /^---[ \t]*\n/ for symmetry. Addresses Codex P3 (parse.ts:24).

* feat: Run GitHub skill sync under a per-source tenant context

Under TENANT_ISOLATION_STRICT, the sync ran with no async tenant context, so the tenant-isolation mongoose hooks threw on every Skill/SkillFile/AclEntry operation; in non-strict mode synced skills were written tenant-less and never matched tenant-scoped reads. Add an optional per-source tenantId to the skillSync config; when set, each source sync runs inside tenantStorage.run({ tenantId }) so skills, files, and public ACL grants are created and listed within that tenant, and the skill row is stamped with the tenantId for correct dedup. Sources without tenantId keep the prior single-tenant behavior. Avoids runAsSystem. Addresses Codex P2 (sync.js:70).

Lock/status/credential bookkeeping stays outside the tenant context (those collections are intentionally global).

* test: Restore dropped tenant-context coverage for GitHub skill sync

The prior commit shipped the getTenantId import in github.spec.ts without the tenant tests that use it (lost in an interrupted edit), which failed the eslint --max-warnings=0 CI job on an unused import. Restore both github.spec.ts tenant tests (tenant-scoped run stamps tenantId and executes inside the tenant ALS context; no-tenant run stays ambient) and the two config-schemas tenant tests (accepts tenantId, rejects __SYSTEM__).

* test: Restore dropped github.spec tenant-context tests

The previous commit's github.spec.ts edit did not apply (anchor mismatch), so the getTenantId import remained unused and failed eslint --max-warnings=0. Add the two tenant tests that use it: a tenant-scoped run stamps tenantId and executes inside the tenant ALS context, and a no-tenant run stays ambient.

* feat: Scope synced skill author to tenant and harden tenant-context sync

Addresses the latest Codex review on the per-source tenant change:
- makeSourceAuthorId now folds tenantId into the synthetic author hash so the
  same source mirrored into different tenants gets distinct author ids (clearer
  audits, no cross-tenant author collisions). Single-tenant author ids stay
  stable (suffix omitted when tenantId is absent).
- syncSourceInTenantContext uses an async callback per the tenant-context
  contract so the ALS store propagates across awaited Mongoose calls.
- Tests: same-source/different-tenant yields distinct authors; mirror cleanup
  is scoped to the source and deletes only its absent-upstream skills.

* fix: Repair tsc error and guard external edits in github skill sync

- Fix TS2352 in github.spec mirror-cleanup test: build the existing-skill mock via makeSkill with authorName instead of an under-typed 'as CreateSkillInput' cast (this was the failing TypeScript CI check on f00ce3c5a).
- 808: commitExistingRemoteSkillAfterFileSync re-reads to clear our own file-sync version bumps, but now compares refreshed content against the pre-sync snapshot (body/name/description/always-apply) and throws SKILL_CONFLICT on a concurrent external edit instead of overwriting it.

* docs: Note skillSync source tenantId is effectively immutable

Changing/adding/removing a source's tenantId orphans previously mirrored skills in the old tenant (a tenant-scoped sync cannot clean another tenant's data without runAsSystem, which is intentionally avoided).

* fix: Key GitHub skill upstream identity on source id and path only

Addresses Codex finding (github.ts:217): makeUpstreamId previously included owner/repo, so repointing a source to a renamed or replacement repository (same source id) changed the upstreamId, made findSkillBySourceIdentity miss the existing mirror, and then collided on the (name, author, tenantId) uniqueness constraint — leaving the source stuck failing. Identity now keys on the stable source id + root path only. The feature is unreleased, so there is no stored-id migration. Updated spec upstreamId fixtures to the new format; the existing ref-independent identity test now also covers repo moves.

* fix: Scope GitHub skill mirror deletion to the source tenant

Addresses Codex P1 (github.ts:1047/1057): an ambient source (no tenantId) runs listSkillsBySource without tenant context, which under non-strict isolation returns github-synced skills across all tenants. The mirror-deletion pass then treated other tenants' skills as absent-upstream and could delete them. Filter existingSyncedSkills to rows whose tenantId matches the source's configured tenantId (absent = its own ambient bucket) before deleting, so a sync never removes another tenant's mirrored skills. Covered by a test where an ambient run leaves a tenant-b-owned skill untouched.

* fix: Apply tenant-scoped mirror deletion implementation

The prior commit (75ccfa3fc) added the test but the source change to github.ts was lost in an interrupted edit, leaving a failing test with no implementation. This adds the actual guard: the mirror-deletion pass skips skills whose tenantId does not match the source's configured tenantId (absent = ambient bucket), so an ambient source whose listSkillsBySource returns cross-tenant rows under non-strict isolation cannot delete another tenant's mirrored skills.

* fix: Resolve global access role outside tenant context for synced skill grants

Addresses Codex P2 (github.ts:1166): default access roles (incl. skill_viewer) are seeded globally with no tenantId under runAsSystem, but a tenant-scoped sync wraps ensurePublicViewer in the source's tenant context. The PermissionService grantPermission resolved the role via a tenant-isolated AccessRole query, so the global role did not match and tenant-scoped syncs failed with 'Role skill_viewer not found'. The sync adapter now resolves the role inside runAsSystem (matching the global seed) and writes the ACL entry in the active tenant context, so the AclEntry is tenant-scoped (visible to tenant users) while the role lookup still succeeds. Covered by service tests for the resolve-vs-write split and the missing-role failure.

* fix: Strip placeholder frontmatter booleans and check skill conflict before file sync

- 1083 (github.ts:759): toCleanFrontmatter now drops a non-boolean always-apply (e.g. the 'always-apply:' / 'always-apply: # TODO' placeholder, which js-yaml yields as null). The boolean is already captured in the dedicated alwaysApply field; persisting null left ambiguous frontmatter on the synced skill.
- 1080 (github.ts:1057): for an existing mirrored skill, check for an external content edit (via getSkillById + hasExternalSkillEdit) BEFORE syncSkillFiles mutates the bundled files, so a concurrently edited skill fails fast with SKILL_CONFLICT without partial file rewrites. The post-file-sync check still guards edits that land during the file sync window.
Tests: placeholder always-apply is dropped from synced frontmatter; concurrent-edit conflict leaves files unmutated (no upsert/delete).

* fix: Harden GitHub skill sync review paths

* fix: Reuse moved GitHub skill mirrors

* fix: Scope GitHub sync identity conflicts

* test: Fix GitHub sync conflict mock typing

* fix: Support nested env-backed skill sync

* fix: Keep skill sync config base-only

* fix: Scope GitHub skill identity lookup by tenant

* fix: Harden GitHub skill sync admin gates

* fix: Guard existing skill sync permission grants

* feat: Trigger skill sync from resolved config

* fix: Scope resolved skill sync by tenant

* test: Allow manual skill sync status tenant scoping

* refactor: Extract skill sync trigger orchestrator

* test: Complete orchestrator status fixture

* chore: Bump data provider version

* fix: Restrict skill sync server credentials

* test: Complete admin skill sync status fixtures

* fix: tighten skill sync trigger safeguards

* fix: preserve alwaysApply skill sync alias

* chore: sort skill sync imports

* fix: preserve skill sync request scope

* fix: harden skill sync review edges

* refactor: move skill sync admin access to api package

* fix: add skill sync declaration return types

* fix: satisfy skill sync type checks

* fix: resolve codex skill sync review findings

* fix: harden skill sync review edges

* fix: resolve codex skill sync edge findings

* fix: satisfy API declaration build after rebase
2026-06-10 21:05:54 -04:00
Ravi Kumar L
865e1da857
⚙️ refactor: lazy-load React Query Devtools (#13639)
* perf(client): lazy-load query devtools

* fix: keep query devtools deps lazy

* fix: address query devtools review findings

* fix: exclude query devtools from pwa precache

---------

Co-authored-by: Danny Avila <danny@librechat.ai>
2026-06-10 13:06:20 -04:00
Danny Avila
baa23a8e24
🗂️ feat: Add Private Chat Projects (#13467)
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* feat: Add private chat projects

* fix: Format project files

* fix: Address project review findings

* fix: Resolve project review follow-ups

* fix: Handle project stats and cache edge cases

* style: align projects UI with sidebar patterns

* fix: resolve projects UI lint issues

* style: Align project menus and composer

* fix: Avoid project placeholder shadowing

* fix: Handle project search and stale ids

* fix: Polish project sidebar behavior

* fix: Preserve new chat stream after creation

* fix: Stabilize project sidebar sections

* fix: Smooth project sidebar organization

* fix: stabilize project chat entry

* fix: keep project workspace outside chat context

* fix: show default model on project workspace

* fix: fallback project workspace model label

* fix: preserve project scope during draft hydration

* fix: include route project in new chat submission

* fix: persist project id in agent chat saves

* fix: refine project sidebar and creation UX

* fix: export chat project method types

* fix: polish project landing context

* fix: refine project navigation affordances

* feat: rework projects UX — coexisting sidebar sections + URL-driven scope

Sidebar
- Replace the chronological/by-project mode toggle with coexisting
  Projects + Chats sections (both always visible)
- Remove ProjectConversations (927 lines), the org-mode Header, and types
- Add ProjectsSection: collapsible project rows that unfurl chats inline
  (full-size rows), with per-project new chat and an open/rename/delete menu
- Lift the marketplace/favorites shortcuts above the Projects section

Chat scope
- Derive a new chat's project strictly from the URL ?projectId, so the
  global New Chat no longer stays stuck in a project after a project chat

Surfaces
- Chat landing: subtle, clickable project chip instead of the floating badge
- Project workspace: modest header, composer-style entry, chats list
- All-projects grid: Claude-style cards with pluralized chat counts

* chore: prune unused i18n keys; fix project chat-count pluralization

* fix: project new-chat keeps model spec; sidebar header + row polish

- newConversation: ignore a chatProjectId-only template when deciding to
  apply the default model spec, so starting a chat in a project no longer
  strips the conversation `spec`
- useSelectMention: the Model Selector and @ command now retain the active
  project across endpoint/spec/preset switches; other new-chat paths still
  clear it
- Chats header now matches the Projects header (inline chevron + a new-chat
  icon button) and starts a non-project chat
- Project rows: use the new-chat icon for the per-project add button, render
  at text-sm to match the chat list, and align the row actions + hover color
  with conversation rows

* fix: read project scope from router params; align sidebar header icons

- useSelectMention now reads the active project from React Router's search
  params instead of window.location, which can drift out of sync because
  new-chat params are written to the URL via raw history.pushState; the
  Model Selector and @ command now reliably keep the project on switch
- Move the Chats section header out of the virtualized list so it renders
  in the same context as the Projects header and isn't shifted by the
  list scrollbar
- Inset header action icons (pr-2) so Projects/Chats header icons line up
  with the project-row and conversation-row trailing actions
- Extract getRouteChatProjectId into utils for the submit path

* fix: preserve chatProjectId through the new-chat template reduction

The param-endpoint guard in newConversation reduced a new chat's template to
{ endpoint } only, dropping the chatProjectId injected by the Model Selector /
@ switch — so switching models cleared the project scope. Keep chatProjectId
in the reduced template.

* style: align chat-history panel top padding; improve projects page contrast

- Add pt-2 to the chat-history panel so its top spacing matches the other
  side panels (agent builder, skills, files, etc.)
- Projects grid + workspace now use the darkest surface for the page
  (surface-primary) with cards, inputs, and the composer one step lighter
  (surface-secondary) and tertiary on hover, so cards read as elevated
  rather than darker than the background

* feat: interactive project landing chip + gallery icon for all-projects

- All-projects sidebar button uses the gallery-vertical-end icon
- The project landing chip is now interactive: click it to switch projects
  via a searchable combobox (ControlCombobox), or the trailing × to drop the
  project scope. Both update the draft conversation and the ?projectId search
  param in place, so the typed message and selected model are preserved

* test: fix Conversations unit test for refactored sidebar; add projects e2e

- Update Conversations.test.tsx mocks for the inline Chats header
  (useNewConvo, useQueryClient, conversation atom, NewChatIcon, TooltipAnchor),
  drop the removed chatsHeaderControls prop, and remove the mock for the
  deleted ../Header module — fixes the failing frontend Jest job
- Add e2e/specs/mock/projects.spec.ts covering project creation, the
  project-scoped new-chat landing + interactive chip (switch/remove), and
  listing projects on /projects
- Give the landing chip combobox a stable selectId for reliable targeting

* fix: refresh project stats after project-chat activity; stabilize e2e

- useEventHandlers: when a project chat is created/updated, invalidate the
  live [projects] query (gated on chatProjectId) instead of the now-unused
  projectConversations key, so the sidebar + all-projects stats refresh
  after a streamed reply (addresses a Codex finding)
- projects e2e: assert the reliable project-landing behavior (chip, scoped
  composer, accepted send) rather than the /c/:id transition, which the
  mock LLM harness doesn't complete

* test: verify a project chat saves and is filed under its project (e2e)

- Switch to a mock endpoint before sending so the message streams without a
  real API key (the default model failed with "No key found", so no chat was
  saved and the page never left /c/new); this also asserts the project chip
  survives the model switch
- Restore the reply + /c/:id transition assertions and add a check that the
  chat is listed under the expanded project in the sidebar
- Add data-testid="project-chats-<id>" to the inline project chat list

* fix: address Codex review findings (project scope edge cases)

- useSelectMention: fall back to the conversation's chatProjectId when the
  URL has no projectId, so switching model/spec inside an existing project
  chat (/c/:id) keeps the project assignment
- Conversations: include chatProjectId in the MemoizedConvo comparator so a
  sidebar row's project menu doesn't stay stale after a reassignment
- useDeleteProjectMutation: clear the active conversation's chatProjectId
  when its project is deleted (mirrors the assignment mutation); drop the
  now-dead projectConversations invalidation
- useQueryParams: carry the project into the new conversation when applying
  URL settings, so /c/new?projectId=...&<settings> stays scoped

* fix: project stats pagination + archived-chat edge cases (data-schemas)

- listChatProjects: include the null lastConversationAt bucket in the desc
  cursor so empty projects paginate (a $lt:<date> predicate excluded nulls,
  hiding chat-less projects from "Load more")
- saveConvo: recompute project stats instead of the incremental fast path
  when the saved conversation is itself archived/temporary/expired, so a
  project's lastConversationAt/Id no longer points at a hidden chat

* test: cover chat-less project pagination across the dated→null boundary

* fix: validate project ownership in bulkSaveConvos

Bulk paths (import/duplicate/fork) persisted whatever chatProjectId the
payload carried; an id that does not belong to the user created an orphan
assignment hidden from both the project and the unassigned sidebar. Validate
ownership like saveConvo and strip un-owned project ids before persisting,
refreshing stats only for owned projects.

* fix(projects): preserve chatProjectId on continuation, basename-safe delete redirect, project-detail invalidation

* fix(projects): navigate project workspace chats via useNavigateToConvo to avoid stale conversation state

* fix(projects): include projectConversations cache when resolving deleted chat's project for detail invalidation

* fix(projects): refresh both projects when a save or bulk write moves a chat between them

* style(projects): use Folders icon for the sidebar Projects header

* fix(projects): require id on ProjectUser so ProjectRequest extends Express Request cleanly

* style(projects): taller project chip with hover-revealed remove button, upward combobox; sort en translations

* style(projects): show endpoint/agent icon for project workspace chat rows
2026-06-03 15:29:18 -04:00
Danny Avila
9dd062e42e
🧯 fix: Harden Data Retention Semantics (#13049)
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* feat: support data retention for normal chats

Add retentionMode config variable supporting "all" and "temporary" values.
When "all" is set, data retention applies to all chats, not just temporary ones.
Adds isTemporary field to conversations for proper filtering.

Adapted to new TS method files in packages/data-schemas since upstream
moved models out of api/models/.

Based on danny-avila/LibreChat#10532

Co-Authored-By: WhammyLeaf <233105313+WhammyLeaf@users.noreply.github.com>
(cherry picked from commit 30109e90b0)

* feat: extend data retention to files, tool calls, and shared links

Add expiredAt field and TTL indexes to file, toolCall, and share schemas.
Set expiredAt on tool calls, shared links, and file uploads when
retentionMode is "all" or chat is temporary.

(cherry picked from commit 48973752d3)

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

* fix: lint/test

(cherry picked from commit 310c514e6a)

* fix: address code review feedback for data retention PR

Critical:
- Fix BookmarkMenu crash: restore optional chaining on conversation
- Fix migration hazard: backward-compatible sidebar filter that also
  checks expiredAt for documents without isTemporary field

Major:
- Add logging to getRetentionExpiry error path, align with tools.js
- Add tests for retentionMode: ALL in saveConvo and saveMessage
- Fix share route: apply expiredAt for temporary chats too by
  querying the conversation's isTemporary flag server-side
- Add assertions for getRetentionExpiry mocks in process tests

Minor:
- Fix ChatRoute isTemporaryChat to be strictly boolean via Boolean()
- Fix stale test description (expired -> temporary)
- Comment out retentionMode default in example yaml
- Simplify verbose if/else to isTemporary === true
- Add compound index on { user: 1, isTemporary: 1 }
- Remove narrating comment from process.spec.js

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
(cherry picked from commit 6bad535f90)

* chore: fix typescript

(cherry picked from commit 826527a46b)

* fix: lint

(cherry picked from commit 77817e80ea)

* fix: use mockSanitizeArtifactPath in retention test

The 'getRetentionExpiry is called with the request object' test
referenced an undefined `mockSanitizeFilename` identifier, breaking
both lint (no-undef) and the test suite. Use the existing
`mockSanitizeArtifactPath` mock that the surrounding tests already
use, since `processCodeOutput` calls `sanitizeArtifactPath` (not
`sanitizeFilename`) before invoking `getRetentionExpiry`.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
(cherry picked from commit 52ea2da66d)

* fix: forward isTemporary from client for retention on file uploads and tool calls

Server-side `getRetentionExpiry` (file uploads) and the tool-call
controller both read `req.body.isTemporary`, but the file upload
multipart form and the tool-call payload did not include that field.
In `retentionMode: temporary` (default), files uploaded and tool
calls created from temporary chats were therefore retained
indefinitely.

Forward the Recoil `isTemporary` flag in both client paths so the
existing server checks can fire correctly. `ToolParams` gains an
optional `isTemporary` field.

Addresses Codex P1 review feedback on PR #29.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
(cherry picked from commit 7e937df05a)

* test: stub store.isTemporary in useFileHandling test mocks

Previous commit added `useRecoilValue(store.isTemporary)` to the
hook. The test file mocks `~/store` with only `ephemeralAgentByConvoId`
and does not stub `useRecoilValue`, so all 7 cases threw
"Invalid argument to useRecoilValue: expected an atom or selector but
got undefined". Add a stub default export with `isTemporary` and a
`useRecoilValue` mock returning `false`.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
(cherry picked from commit eb1609537d)

* fix: harden data retention semantics

* fix: provide sweep request context for expired files

* fix: preserve temporary flags in all-retention updates

* fix: honor assistant versions in retention sweeps

* fix: retain non-temporary flags in all mode

* fix: hide expired retained records

* fix: propagate retained conversation expiry

* fix: refresh meili retention cutoff

* fix: prevent overlapping file sweeps

* fix: show legacy retained conversations

* fix: index legacy retained records

* fix: harden retention cleanup edge cases

* fix: count failed file storage sweeps

* fix: preserve legacy temporary retention

* fix: assign retention sweep worker deterministically

* fix: hide expired shared links on reads

* fix: prevent retention refresh after parent expiry

* fix: break code output retention import cycle

* fix: harden retention review findings

* fix: ignore expired share duplicates

* fix: reject expired retained share creation

* fix: harden retention review edge cases

* fix: address retention audit findings

* fix: enforce expired conversation shares in all retention

* fix: scope temporary upload flag to chat files

* fix: address retention review findings

* fix: address codex retention review findings

* fix: tighten missing storage detection

* test: remove unused file process spec bindings

---------

Co-authored-by: WhammyLeaf <233105313+WhammyLeaf@users.noreply.github.com>
Co-authored-by: Aron Gates <aron@muonspace.com>
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-05-19 21:58:42 -04:00
Danny Avila
6c6c72def7
🚀 feat: Decouple File Attachment Persistence from Preview Rendering (#12957)
* 🗂️ feat: add `status` lifecycle to file records for two-phase previews

Schema and model foundation for decoupling the agent's final response
from CPU-heavy office-format HTML extraction.

- `MongoFile.status: 'pending' | 'ready' | 'failed'` (indexed) and
  `previewError?: string` mirror the lifecycle: phase-1 emits the file
  record at `pending` so the response is unblocked; phase-2 transitions
  to `ready` (with text/textFormat) or `failed` (with previewError) in
  the background. Absent for legacy records — clients treat that as
  `ready` for back-compat.
- Mirror types added to `TFile` in data-provider so frontend cache
  consumers see the new fields.
- New `sweepOrphanedPreviews(maxAgeMs)` method on the file model
  recovers stale `pending` records left behind by a process restart
  mid-extraction; transitions them to `failed` with
  `previewError: 'orphaned'`. Cheap because `status` is indexed.

*  feat: two-phase code-execution preview flow (unblocks final response)

The agent's final response no longer waits on CPU-heavy office HTML
extraction. Phase-1 (download + storage save + DB record at
`status: 'pending'`) is awaited as before; phase-2 (extract +
`updateFile`) runs in the background with a hard 60s ceiling.

Three flows, all funneling through `processCodeOutput` and updated to
the new `{ file, finalize? }` return shape:

- `callbacks.js` (chat-completions + Open Responses streaming): emit
  the phase-1 attachment immediately (carries `status: 'pending'` for
  office buckets so the UI shows "preparing preview…"), then
  fire-and-forget `finalize()`. If the SSE stream is still open when
  phase-2 lands, push an `attachment` update event with the same
  `file_id` so the client merges over the placeholder in place.

- `tools.js` direct endpoint: same split — return the phase-1
  metadata immediately, run extraction in the background. Client
  polls for the resolved record.

`finalize()` wraps the existing 12s per-render timeout in a 60s outer
`withTimeout`. The HTML-or-null contract from #12934 is preserved:
office types that fail extraction transition to `status: 'failed'`
with `previewError: 'parser-error' | 'timeout'` rather than falling
back to plain text (would be an XSS vector).

Promises continue running after the HTTP response closes (Node
doesn't kill them). The boot-time orphan sweep covers the only case
that loses progress — actual process restart mid-extraction.

`primeFiles` annotates the agent's `toolContext` line for prior-turn
files: `(preview not yet generated)` for pending, `(preview
unavailable: <reason>)` for failed. The model can volunteer "you can
still download it" instead of pretending the preview is fine.

`hasOfficeHtmlPath` exported from `@librechat/api` so `processCodeOutput`
can decide whether a file expects a preview at all.

* 🔍 feat: `GET /api/files/:file_id/preview` endpoint and boot orphan sweep

- New `GET /api/files/:file_id/preview` route returns
  `{ status, text?, textFormat?, previewError? }`. The frontend's
  `useFilePreview` React Query hook polls this while phase-2 is in
  flight, then auto-stops on terminal status. ACL identical to the
  download route (reuses `fileAccess` middleware). Defaults `status`
  to `'ready'` for legacy records so back-compat is implicit.
  `text` only included when `status === 'ready'` and non-null —
  preserves the HTML-or-null security contract from #12934.

- `sweepOrphanedPreviews()` invoked on boot in both `server/index.js`
  and `server/experimental.js`. Recovers any `pending` records left
  behind by a process restart mid-extraction (the only case the
  in-process two-phase flow can't handle on its own). Fire-and-forget
  so a transient sweep failure doesn't block startup.

* 🖥️ feat: frontend two-phase preview consumer (polling + UI states)

Wires the React side to the new lifecycle so the user sees what's
happening with their file while phase-2 extraction runs in the
background and after the response stream closes.

- `useAttachmentHandler` upserts by `file_id` (was append-only) so
  the phase-2 SSE update event merges over the pending placeholder
  in place. Lightweight attachments without a `file_id`
  (web_search / file_search citations) keep the legacy append path.

- `useFilePreview(file_id)` React Query hook with
  `refetchInterval: (data) => data?.status === 'pending' ? 2500 : false`
  so polling auto-stops on the first terminal response without the
  caller having to flip `enabled`.

- `useAttachmentPreviewSync(attachment)` bridges polled data into
  `messageAttachmentsMap`. Polling enabled iff
  `status === 'pending' && isAnySubmitting` — per the design ask:
  active polling while the LLM is still generating, then quiet.
  Process-restart and post-stream cases are covered by polling on
  the next interaction.

- `Attachment.tsx` renders a small `PreviewStatusIndicator` (spinner +
  "Preparing preview…" for pending, alert icon + "Preview unavailable"
  for failed) inside `FileAttachment`. Download button stays fully
  functional in both states. Two new English locale keys.

- Data-provider scaffolding: `TFilePreview` type, `endpoints.filePreview`,
  `dataService.getFilePreview`, `QueryKeys.filePreview`.

* 🧪 fix: stub `useAttachmentPreviewSync` in pre-existing Attachment test mocks

The new `useAttachmentPreviewSync` hook is called unconditionally inside
`FileAttachment` (added in the prior commit). Two pre-existing test
files mock `~/hooks` to provide `useLocalize` only — the un-mocked
preview hook reference resolved to undefined and crashed render with
`(0 , _hooks.useAttachmentPreviewSync) is not a function` on the
Ubuntu/Windows CI runners.

Fix is local to the test mocks: add a no-op stub that returns
`{ status: 'ready' }` so the component renders the legacy chip path.
The two-phase preview behavior itself has its own dedicated suites
(`useAttachmentHandler.spec.tsx`, `useAttachmentPreviewSync.spec.tsx`).

* 🐛 fix: route phase-2 attachment update to current-run messageId

Codex P1 review on PR #12957. `processCodeOutput` intentionally
preserves the original DB `messageId` across cross-turn filename reuse
so `getCodeGeneratedFiles` can still trace a file back to the
assistant message that originally produced it. The phase-1 SSE emit
already routes by the current run's messageId — `processCodeOutput`
runtime-overlays it via `Object.assign(file, { messageId, toolCallId })`
and the callback writes `result.file` directly.

Phase-2 was passing the raw `updateFile` return through
`attachmentFromFileMetadata`, which read `messageId` straight off the
DB record. On a turn-N run that re-emitted a filename from turn-1
(e.g. agent writes `output.csv` again), the phase-2 SSE update
routed to `turn-1-msg` instead of `turn-N-msg`. Frontend's
`useAttachmentHandler` upserts under the wrong messageAttachmentsMap
slot — turn-N's pending chip stays stuck at "preparing preview…"
while turn-1's already-resolved attachment gets re-merged.

Fix: thread `runtimeMessageId` through `attachmentFromFileMetadata`
and pass `metadata.run_id` from the phase-2 emit site. Mirrors how
phase-1 sources its messageId. Tests cover the cross-turn reuse case
plus the writableEnded / null-finalize / no-finalize paths to lock
in the broader phase-2 emit contract.

* 🛠️ refactor: address codex audit findings (wire-shape parity, DRY, defensive catch)

Comprehensive audit on PR #12957. Resolves all valid findings:

- **MAJOR #1 — Wire-shape parity**: phase-1 ships the full `fileMetadata`
  record over SSE; phase-2 was using a tight `attachmentFromFileMetadata`
  projection. Drop the projection and have phase-2 spread `{...updated,
  messageId, toolCallId}` so both events match the long-standing
  legacy phase-1 shape clients depend on.

- **MAJOR #2 — DRY**: extract `runPhase2Finalize({ finalize, fileId,
  onResolved })` into `process.js` (alongside `processCodeOutput` whose
  contract it pairs with). Both `callbacks.js` paths and `tools.js`
  now flow through it. Single catch path eliminates divergence
  surface — the fix landed in 01704d4f0 (cross-turn messageId routing)
  was a symptom of this duplication risk.

- **MINOR #3 — JSDoc accuracy**: `finalizePreview`'s buffer is bounded
  by `fileSizeLimit`, not the 1MB extractor cap. Updated and added a
  note about peak heap from queued buffers.

- **MINOR #4 — Defensive catch**: `runPhase2Finalize`'s catch attempts
  a best-effort `updateFile({ status: 'failed', previewError:
  'unexpected' })` for the file_id, so a programming bug in
  `finalizePreview` doesn't leave the record stuck `'pending'` until
  the next boot-time orphan sweep.

- **NIT #6 — Stale PR refs**: 12952 → 12957 in 3 places.

- **NIT #7 — Schema bound**: `previewError` capped at `maxlength: 200`
  to prevent a future codepath from accidentally persisting a stack
  trace.

Skipped per audit verdict (non-blocking):
- #5 (memory pressure): documented in JSDoc; impl change was reviewer's
  "consider", not actionable.
- #8 (double DB query per poll): low cost, indexed by_id, polling is
  gated narrow.
- #9 (TAttachment cast): the union type is intentional; the casts are
  safe widening, refactoring TAttachment is invasive and out of scope.

Tests: 11 new (7 `runPhase2Finalize` unit tests covering happy path,
null-finalize, throws, double-fail, no-fileId, no-onResolved; +4
wire-shape parity assertions in the existing cross-turn test). 328
backend tests pass; 528 frontend tests pass; lint and typecheck clean.

* 🛡️ refactor: address codex P1+P2 + rename to drop phase-1/2 jargon

Codex round 2 review on PR #12957 caught two race conditions and one
recovery gap, all triggered by cross-turn filename reuse (`claimCodeFile`
intentionally returns the same `file_id` for the same
`(filename, conversationId)` across turns). Plus naming cleanup the
user requested — internal "phase 1 / phase 2" vocabulary leaks across
sprints, replace it everywhere with terms describing what's actually
happening.

P1 — stale render overwrites newer revision (process.js)
  Two turns reusing `output.csv` share a `file_id`. If turn-1's
  background render resolves AFTER turn-2's persist step, the
  unconditional `updateFile` writes turn-1's stale text/status over
  turn-2's pending placeholder. Fix: stamp a fresh `previewRevision`
  UUID on every emit, thread it through `finalizePreview`, and make
  the commit conditional via a new optional `extraFilter` argument
  on `updateFile` (`{ previewRevision: <expected> }`). The defensive
  `updateFile` in `runPreviewFinalize`'s catch uses the same guard
  so a programming error from an older render also can't override a
  newer turn.

P1 — stale React Query cache on pending remount (queries.ts)
  Same root cause from the frontend side. Cache key
  `[QueryKeys.filePreview, file_id]` may hold a prior turn's `'ready'`
  payload; with `refetchOnMount: false` and the polling gate on
  `pending`, polling never starts for the new placeholder. Fix:
  `useAttachmentHandler` invalidates that query whenever an attachment
  with a `file_id` arrives. Both initial-emit and update events
  trigger invalidation — uniform gate.

P2 — quick-restart orphans skipped by boot sweep (files.js)
  Boot `sweepOrphanedPreviews` uses a 5-min cutoff for multi-instance
  safety. A crash + restart inside the cutoff leaves `pending` records
  that never get touched again. Fix: lazy sweep inside the preview
  endpoint — if a polled record is `pending` and `updatedAt` is older
  than 5 min, mark it `failed:orphaned` on the spot before responding.
  Conditional on the same `updatedAt` we observed so a concurrent
  legitimate update wins. Cheap, bounded by user activity.

Naming cleanup
  - `runPhase2Finalize` → `runPreviewFinalize`
  - `PHASE_TWO_TIMEOUT_MS` → `PREVIEW_FINALIZE_TIMEOUT_MS`
  - All `phase-1` / `phase-2` / `two-phase` prose replaced with
    "the immediate emit", "the deferred render", "the persist step",
    "the deferred preview", etc. Skill-feature `phase 1/2` references
    (different feature) left alone.

Tests: 10 new (4 lazy-sweep × preview endpoint, 3 cache-invalidation ×
useAttachmentHandler, 3 extraFilter × updateFile data-schemas).
Backend 332/332, frontend 531/531, data-schemas 37/37, lint clean.

* 🛠️ refactor: address comprehensive review (round 3) — stale-cache MAJOR + 3 minors

Comprehensive review on PR #12957 caught a P1 follow-on bug from the
prior `invalidateQueries` fix, plus 3 maintainability findings.

MAJOR: stale React Query cache not actually fixed by `invalidateQueries`
  The previous fix called `invalidateQueries` to flush stale cached
  preview data on cross-turn filename reuse. But `useFilePreview` had
  `refetchOnMount: false`, which made the new observer read the
  stale-marked 'ready' data without refetching. The polling
  `refetchInterval` then evaluated against stale 'ready' → returned
  `false` → polling never started → user stuck on stale content.

  Fix (belt-and-suspenders):
    a) `useAttachmentHandler` switched to `removeQueries` — drops the
       cache entry entirely so the next mount has nothing to read and
       must fetch.
    b) `useFilePreview` no longer sets `refetchOnMount: false`, so the
       React Query default (`true`) kicks in — second line of defense
       if any future codepath observes stale data before the handler
       has a chance to evict.

MINOR: `finalizePreview` JSDoc missing `previewRevision` param
  Added with explanation of the conditional update guard.

MINOR: asymmetric stream-writable guard between SSE protocols
  Chat-completions delegated the gate to `writeAttachmentUpdate`;
  Open Responses inlined `!res.writableEnded && res.headersSent`.
  Extracted `isStreamWritable(res, streamId)` predicate; both paths
  + `writeAttachmentUpdate` now share the single source of truth.

NIT: `(data as Partial<TFile>).file_id` cast repeated 4 times
  Extracted to a `fileId` local at the top of the handler.

Tests: existing 9 invalidate-tests rewritten as remove-tests; +1 new
lock-in test asserts removeQueries is called and invalidateQueries
is NOT (regression guard against round-3 finding). 332 backend pass,
532 frontend pass, lint clean.

Skipped findings (deferred / acceptable):
- MINOR: post-submission pending state has no auto-recovery — the
  `isAnySubmitting` polling gate was the user's explicit design;
  LLM context surfaces failed/pending so the model can volunteer.
  Worth a follow-up if real users hit it.
- NIT: double DB query per preview poll — reviewer marked acceptable;
  changing `fileAccess` middleware is out of scope.

* 🛡️ test: address comprehensive review NITs (initial-emit guard + isStreamWritable coverage)

NIT — chat-completions initial emit skips writableEnded check
  The Open Responses initial emit was switched to use the new
  `isStreamWritable` predicate in the round-3 commit, but the
  chat-completions initial emit kept the older narrower check
  (`streamId || res.headersSent`). On a client disconnect mid-stream
  (`writableEnded === true`) it would still hit `res.write` and
  raise `ERR_STREAM_WRITE_AFTER_END` — caught by the outer IIFE
  catch but logged as noise. Switch this site to `isStreamWritable`
  too so both initial-emit paths share the same gate as the
  deferred update emits.

NIT — `isStreamWritable` not directly unit-tested
  The predicate was only covered indirectly via the deferred-preview
  SSE tests (writableEnded skip, headersSent check). Export from
  `callbacks.js` and add 5 parametric tests pinning down each branch
  (streamId truthy, res null, !headersSent, writableEnded, happy
  path) so a future condition addition can't silently regress.

* 🐛 fix: stuck "Preparing preview…" + inline the chip subtitle

Two related fixes for a stuck-spinner bug a user reported in manual
testing of PR #12957.

**Stuck spinner (the bug)**
The deferred preview render can complete a few seconds AFTER the SSE
stream closes (typical case: PPTX render finishes ~3s after the LLM
emits FINAL). When that happens, the SSE update is silently dropped
(`isStreamWritable` returns false on a closed stream) and polling is
the only recovery path.

The earlier polling gate was `status === 'pending' && isAnySubmitting`,
which mirrored the original design intent ("only query while the LLM
is still generating"). But `isAnySubmitting` flips false the moment
the model emits FINAL — milliseconds before the deferred render
commits. Polling never runs, the chip stays "Preparing preview…"
forever even though the DB has `status: 'ready'` with valid HTML.

Drop the `isAnySubmitting` part of the gate. `useFilePreview`'s
`refetchInterval` is already a function-form that returns `false` on
the first terminal response, so polling auto-stops within one tick of
resolution. The server-side render ceiling (60s) plus the lazy sweep
in the preview endpoint cap the worst case to ~24 polls per pending
attachment. Polling itself never blocks UX — the gate's purpose was
"don't waste cycles", and capping by terminal status is the correct
expression of that.

**Inline the chip subtitle (the visual)**
The previous design rendered "Preparing preview…" as a loose-feeling
spinner+text BELOW the file chip. The chip itself looked done while a
floating annotation said it wasn't.

`FileContainer` gains an optional `subtitle?: ReactNode` prop that
overrides the default file-type label. `Attachment.tsx` passes a
`PreviewStatusSubtitle` (spinner + "Preparing preview…" / alert +
"Preview unavailable") into that slot when the file's preview is
pending or failed. The chip footprint stays identical to its `'ready'`
form — just the second row swaps from "PowerPoint Presentation" to
the status indicator. No floating element, no layout shift.

Tests: regression test pinning down "polling stays enabled after the
LLM finishes" so a future revert can't reintroduce the stuck-spinner
bug. Existing FileContainer tests pass unchanged (subtitle override
is opt-in). 522 frontend tests pass; lint clean.

* 🐛 fix: deferred-preview survives reload + matches artifact card chrome

Fixes the remaining stuck-pending case after the polling gate fix: on
a reloaded conversation, message.attachments come from the DB frozen at
the immediate-persist `status: 'pending'`, but `messageAttachmentsMap`
is empty because no SSE handler ever fired for that messageId. Polling
now INSERTS a new live entry when no record matches the file_id, and
`useAttachments` merges live entries onto DB entries by file_id so the
resolved text/textFormat reach `artifactTypeForAttachment` and the
chip routes through the proper PanelArtifact card.

Also replaces the small file chip used during the pending state with
a PreviewPlaceholderCard that mirrors ToolArtifactCard chrome, so the
transition to the resolved PanelArtifact no longer reshapes the UI.

*  feat: auto-open panel when deferred preview resolves pending→ready

The legacy auto-open path is gated only on `isSubmitting`, so an
office-file preview that resolves *after* the SSE stream closes would
render in place but never auto-open the panel — even though that's
exactly the moment the result becomes meaningful to the user. Adds a
per-file_id one-shot signal that `useAttachmentPreviewSync` flips on
the pending→ready edge; `ToolArtifactCard` consumes it on mount and
auto-opens regardless of submission state. The signal is *only* set on
the actual transition (history loads of pre-resolved files don't
trigger it) and is consumed once (panel close + reopen on the same
card stays user-controlled).

* 🐛 fix: drop placeholder Terminal overlay + scope auto-open to fresh resolutions

Two fixes for issues spotted in manual testing of the deferred-preview
auto-open feature:

1. PreviewPlaceholderCard was passing `file={attachment}` to FilePreview,
   which triggered SourceIcon's Terminal overlay (`metadata.fileIdentifier`
   is set on every code-execution file). The artifact card itself doesn't
   show that overlay; the placeholder shouldn't either, so the
   pending→resolved transition is visually seamless.

2. The `previewJustResolved` flag flipped on every pending→ready
   transition observed by the polling hook — including stale-pending
   DB records that resolve via the first poll on a *history load*.
   Conversations whose immediate-persist snapshot left attachments at
   `status: 'pending'` would yank the panel open every revisit.
   Adds `mountedDuringStreamRef` to the hook (mirroring ToolArtifactCard)
   so the flag fires only when the hook itself was mounted during an
   active turn — preserving the pre-PR contract that the panel only
   auto-opens for results the user is actively waiting on, never for
   history.

* 🐛 fix: don't downgrade preview to failed when only the SSE emit throws

Codex P2 finding on PR #12957: the original chain placed `.catch` after
`.then(onResolved)`, so a throw inside `onResolved` (transport-side
errors — SSE write race after stream close, an emitter listener
throwing) would propagate into the finalize catch and persist
`status: 'failed'` / `previewError: 'unexpected'`. That surfaced
"preview unavailable" in the UI for a perfectly valid file, and
degraded next-turn LLM context to reflect a non-existent failure.

Wraps `onResolved` in its own try/catch so emit errors are logged but
do not affect the file's persisted status. Extraction success and
emit success are now independent: if extraction succeeds and
`finalizePreview` writes the terminal status, the polling layer / next
page load surfaces the resolved preview even if this turn's SSE emit
didn't land.

* 🛡️ fix: run boot-time orphan sweep under system tenant context

Codex P2 finding on PR #12957: `File` is tenant-isolated, so under
`TENANT_ISOLATION_STRICT=true` the boot-time `sweepOrphanedPreviews`
threw `[TenantIsolation] Query attempted without tenant context in
strict mode` and the recovery path silently failed every restart.
Stale `status: 'pending'` records would be stuck until a user happened
to poll the preview endpoint and trigger the lazy sweep — which only
covers the file the user is currently looking at, not the bulk
candidate set the boot sweep is designed to recover.

Wraps the sweep in `runAsSystem(...)` in both boot paths
(`api/server/index.js` and `api/server/experimental.js`) and pins the
contract with regression tests in `file.spec.ts` — one test asserts
the bare call throws under strict mode, the other asserts the
`runAsSystem`-wrapped call succeeds.

* 🧹 chore: trim verbose comments from previous commit

* 🧹 chore: address review findings (dead branch, lazy-sweep cutoff, stale JSDoc)

- finalizePreview: drop unreachable !isOfficeBucket branch (caller
  already gates on hasOfficeHtmlPath, so this path is always office)
- preview endpoint: drop lazy-sweep cutoff from 5min to 2min — anything
  past the 60s render ceiling is definitively orphaned, and per-request
  sweep can be tighter than the per-instance boot sweep
- strip stale `isSubmitting` references from JSDoc in 3 spots (the
  client-side gate was removed in 9a65840)

Skipped: function-length (#3) and client-side polling cap (#4) —
refactors without correctness/perf wins; remaining NITs.

* 🧹 fix: trim 1 query off pending polls + clear stale lifecycle on cross-shape updates

- Preview endpoint: reuse fileAccess middleware's record for the
  lifecycle check; only re-fetch with text on the terminal ready
  response. Cuts the typical poll lifecycle from 2(N+1) to N+1
  queries, since the vast majority of polls hit while pending and
  don't need text at all.
- processCodeOutput non-office branch: explicitly null out status,
  previewError, previewRevision (codex P2). Without this, an update at
  the same (filename, conversationId) where the prior emit was an
  office file leaves stale lifecycle fields and the client renders
  the wrong state for the now non-office artifact.
- Tests: rewire preview.spec mocks for the new shape, add boundary
  test pinning the 2min cutoff, add regression test for the
  cross-shape update.

* 🐛 fix: keep polling on transient errors but cap permanently-broken endpoint

Codex P2: the previous `data?.status === 'pending' ? 2500 : false` gate
killed polling on the first transient error. With `retry: false`, a 500
left `data` undefined, the callback returned false, and the chip was
stuck "Preparing preview…" forever — exactly the bug the polling layer
was supposed to recover from.

Inverts the gate: stop on terminal success (`ready`/`failed`) or after
5 consecutive errors. Transient errors keep retrying; a permanently
broken endpoint caps at ~12.5s instead of polling forever. Predicate
extracted as `previewRefetchInterval` for direct unit testing without
fighting React Query's timer machinery.

*  feat: render pending-preview files in their own row

Pending deferred-preview chips now bucket into a separate row above
the resolved attachments — reads as "this is still happening" rather
than mixing with completed downloads. Once status flips to ready, the
chip re-buckets into panelArtifacts; failed re-buckets into the file
row alongside other downloads.

* 🎨 fix: render pending-preview chips in the panel-artifact row, not the file row

Previous bucketing put pending chips in the file row (since
`artifactTypeForAttachment` returns null for empty-text records). The
pending placeholder is a future panel artifact — sharing the row keeps
the chip in place when it resolves instead of jumping rows.

Plain files still get their own row.

* 🐛 fix: phase-1 SSE replay must not regress a resolved attachment

Codex P1: useEventHandlers.finalHandler iterates
responseMessage.attachments at stream end and dispatches each through
the attachment handler. Those records are the immediate-persist
snapshot (status:pending, text:null) — if a deferred update has
already moved the same file_id to ready/failed, the existing merge
let the pending fields win and downgraded the resolved record. Result:
chip flickers back to pending and polling restarts until the lazy
sweep corrects.

Pin the terminal lifecycle fields (status, text, textFormat,
previewError) when existing is ready/failed and incoming is pending.
Other field updates still go through.

* 🐛 fix: track preview-poll error cap outside React Query state

Codex P2: the previous cap relied on `query.state.fetchFailureCount`,
but React Query v4's reducer resets that to 0 on every fetch dispatch
(the `'fetch'` action). With `retry: false`, each failed poll left
count at 1 and the next dispatch reset it back to 0, so the `>= 5`
branch never fired and a permanently-broken endpoint polled forever.

Track consecutive errors in a module-level Map keyed by file_id,
incremented in a thin `fetchFilePreview` wrapper around the data
service call. The Map is cleared on success and on cap-stop, so
memory is bounded by in-flight pending file_ids per session.
2026-05-06 03:04:19 -04:00
Danny Avila
963068b112 🧬 feat: Scaffold Skills CRUD with ACL Sharing and File Schema (#12613)
* 🧬 feat: Scaffold Skills CRUD with ACL Sharing and File Schema

Adds Skills as a new first-class resource modeled on Anthropic's Agent
Skills, reusing the existing Prompt ACL stack for sharing. Lays the
groundwork for multi-file skills (SkillFile schema + metadata routes)
without wiring upload processing — single-file skills (inline SKILL.md
body) work end-to-end, multi-file uploads are stubbed for phase 2.

* 🔬 fix: Wire Skill Cleanup, AccessRole Enum, and Express 5 Path Params

CI surfaced four follow-ups from the initial Skills scaffolding commit
that local builds missed:

- AccessRole's resourceType field had a hardcoded enum that didn't
  include `'skill'`, blocking SKILL_OWNER/EDITOR/VIEWER role creation
  in every test that hit the AccessRole model.
- The seedDefaultRoles assertion in accessRole.spec.ts hard-listed the
  expected role IDs and needed the new SKILL_* entries.
- deleteUserController had no cleanup for skills, and the
  deleteUserResourceCoverage guard test enforces every ResourceType has
  a documented handler — wired in db.deleteUserSkills(user._id) and
  added the entry to HANDLED_RESOURCE_TYPES.
- Express 5's path-to-regexp v6 rejects the legacy `(*)` named-group
  glob syntax. The two skill file routes now use a plain `:relativePath`
  param; the client already encodeURIComponents the path, so a single
  param is sufficient and decoded server-side.

* 🪡 fix: Make Skill Name Uniqueness Application-Level

Resolve three more CI failures from the Skills scaffolding PR:

- Mongoose creates indexes asynchronously and mongodb-memory-server
  tests can race ahead of the unique (name, author, tenantId) index
  being built, so the duplicate-name uniqueness test was flaky.
  Added an explicit findOne pre-check inside createSkill that throws
  with code 11000 (mimicking the index violation), giving deterministic
  behavior. The unique index stays as the persistent guarantee.
- The deleteUser.spec.js and UserController.spec.js suites mock the
  ~/models module directly and were missing deleteUserSkills, causing
  deleteUserController to throw and return 500 instead of 200.
- Removed two doc-comment claims that the SKILL_NAME_MAX_LENGTH and
  SKILL_DESCRIPTION_MAX_LENGTH constants "match Anthropic's API". The
  values themselves are reasonable but the comments were misleading
  about who enforces them.

* 🪢 fix: Address Code Review Findings on Skills Scaffolding

Resolve all 15 findings from the comprehensive PR review:

Critical:
- Rollback the created skill when grantPermission throws so a transient
  ACL failure cannot leave an orphaned, inaccessible skill in the DB.
- Fix infinite query cache corruption in useUpdateSkillMutation helpers.
  setQueriesData([QueryKeys.skills]) matches useSkillsInfiniteQuery's
  InfiniteData cache entries, which have { pages, pageParams } shape —
  spreading data.skills on those would throw. Added an isInfiniteSkillData
  guard and per-page transform so both flat and infinite caches update
  correctly.

Major:
- Fix TUpdateSkillContext type: the public type declared previousListData
  but onMutate actually returns previousListSnapshots (a [key, value]
  tuple array). Updated the type + added TSkillCacheEntry as a shared
  export from data-provider.
- Add cancelQueries calls before optimistic update in onMutate so
  in-flight refetches cannot clobber the optimistic state.
- Parallelize deleteUserSkills ACL removal via Promise.allSettled instead
  of a sequential await loop — O(1) round-trip vs O(n).
- Stub mockDeleteUserSkills in stubDeletionMocks() and assert it's called
  with user.id in the deleteUser.spec.js happy-path test.
- Add idResolver: getSkillById to the SKILL branch in accessPermissions.js
  so GET /api/permissions/skill/<missing-id> returns 404 instead of 403.

Minor:
- Reuse resolved skill from req.resourceAccess.resourceInfo in getHandler
  to eliminate a redundant getSkillById call per GET /api/skills/:id.
- Reject PATCH /api/skills/:id requests whose body contains only
  expectedVersion — previously they silently bumped version with no
  changes, triggering spurious 409s for collaborators.
- Make TSkill.frontmatter optional (wire type) and add serializeFrontmatter
  / serializeSourceMetadata helpers that return undefined for empty
  objects instead of casting incomplete data to SkillFrontmatter.
- Standardize deleteUserSkills to accept string | ObjectId and convert
  internally, matching deleteUserPrompts's signature; UserController now
  passes user.id consistently.
- Replace bumpSkillVersionAndRecount (read-then-write, racy) with
  bumpSkillVersionAndAdjustFileCount using atomic $inc. upsertSkillFile
  pre-checks existence to distinguish insert (+1) from replace (0).
- Add DELETE /api/skills/:id/files/:relativePath integration tests
  covering success, 404, and 403 paths.

Nits:
- Drop trivial resolveSkillId wrapper — pass getSkillById directly.
- Remove dead staleTime: 1000 * 10 from useListSkillsQuery since all
  refetch triggers are already disabled.

* 🧭 fix: Resolve Second Skills Review Pass — Cache, Gate, TOCTOU

Address 13 of 14 findings from the second code review; reject #13 as
misread of the AGENTS.md import-order rule (package types correctly
precede local types regardless of length).

Major:
- Fix addSkillToCachedLists closure bug: a hoisted `prepended` flag
  was shared across every cache entry matched by setQueriesData, so
  concurrent flat + infinite caches would silently drop the prepend
  on whichever was processed second. Replaced the shared helper with
  three per-entry inline updaters that handle InfiniteData at the
  page level (page 0 only for prepend, all pages for replace/remove).
- Tighten patchHandler's expectedVersion validation: NaN passes
  `typeof === 'number'` and would previously leak current skill state
  via a misleading 409. Now requires finite positive integer and
  returns 400 otherwise.
- Guard decodeURIComponent in deleteFileHandler with try/catch —
  malformed percent encoding now returns 400 instead of 500.
- Add PermissionTypes.SKILLS + skillPermissionsSchema +
  TSkillPermissions in data-provider; seed default SKILLS permissions
  for ADMIN (all true) and USER (use + create only); wire
  checkSkillAccess / checkSkillCreate via generateCheckAccess onto
  the skills router mirroring the prompts pattern. Skills route now
  enforces role-based capability gates alongside per-resource ACLs.
  Test suite adds a mocked getRoleByName returning permissive SKILLS.
- Fix upsertSkillFile TOCTOU: replaced the pre-check + upsert pair
  with a single `findOneAndUpdate({ new: false, upsert: true })` call
  that atomically returns the pre-update doc (null ⇒ insert) so
  fileCount delta can't double-count on concurrent same-path uploads.

Minor:
- Add `sourceMetadata` to listSkillsByAccess .select() so summaries
  no longer silently drop the field for GitHub/Notion-synced skills.
- Include `cursor` in useListSkillsQuery's query key so manual
  pagination doesn't alias across pages.
- Clean up TSkillSummary to `Omit<TSkill, 'body' | 'frontmatter'>`
  matching what serializeSkillSummary actually emits; drop the
  Omit-then-re-add noise.
- Skip getPublicSkillIdSet in createHandler; a newly-created skill
  cannot have a PUBLIC ACL entry, so pass an empty set directly
  instead of paying a DB round-trip.
- Trim SkillMethods public surface: drop internal helpers
  countSkillFiles / deleteSkillFilesBySkillId / getSkillFile from the
  return object; inline the file cascade into deleteSkill.
- Use TSkillConflictResponse at the PATCH 409 call site instead of
  an inline ad-hoc object literal.
- Drop the now-unused EXPECTED_VERSION_ERROR module constant.

* 🧩 fix: Extend Role Schema + Types with SKILLS PermissionType

CI type-check and unit test failures from the PermissionTypes.SKILLS
addition surfaced three unrelated places that all hardcode the
permission-type set:

- IRole.permissions in data-schemas/types/role.ts enumerates every
  PermissionTypes key as an optional field. Adding SKILLS to the enum
  without updating the interface caused TS7053 'expression of type
  PermissionTypes can't be used to index type' errors in
  role.methods.spec.ts (lines 407-408, 477-478) because
  Object.values(PermissionTypes) now yielded a value the interface
  didn't cover.
- schema/role.ts rolePermissionsSchema mirrors the interface at the
  Mongoose layer; also needed SKILLS added so the persisted role
  document can actually store skill permissions.
- data-provider/roles.spec.ts has a guard test that every permission
  type carrying CREATE/SHARE/SHARE_PUBLIC must be explicitly "tracked"
  either in RESOURCE_PERMISSION_TYPES or in the PROMPTS/AGENTS/MEMORIES
  exemption list. Added SKILLS to the exemption list since skills
  follow the same default model as prompts/agents (USE + CREATE on for
  USER, SHARE / SHARE_PUBLIC off).

All three are additive pass-throughs with no behavior change.

* 🏷️ refactor: Introduce ISkillSummary for Narrow List Projection

Follow-up NITs from the second review pass on the Skills PR:

- Define ISkillSummary = Omit<ISkill, 'body' | 'frontmatter'> and use
  it as the element type in ListSkillsByAccessResult. The list query's
  .select() intentionally omits body and frontmatter for payload size,
  but the previous type claimed both fields were present — a type lie
  that would mislead future readers even though serializeSkillSummary
  never touches those fields at runtime. handlers.ts's signature for
  serializeSkillSummary now accepts ISkillSummary too.
- Document the intentional second-round-trip `findOne` in
  upsertSkillFile. Switching to `findOneAndUpdate({ new: false })`
  was required for TOCTOU-safe insert-vs-replace detection, which
  means the handler needs a follow-up query to return the post-upsert
  document. A comment now explains the tradeoff so future readers
  don't silently "optimize" it away.

No behavior change.

* 🌐 fix: Wire SKILL into SHARE_PUBLIC Resource Maps

Address codex comment #1 — making a skill public was blocked on two
hardcoded resource→permission-type maps that didn't know about SKILL:

- api/server/middleware/checkSharePublicAccess.js's
  resourceToPermissionType map was missing ResourceType.SKILL, so
  PUT /api/permissions/skill/:id with { public: true } would fall
  through to the 400 "Unsupported resource type for public sharing"
  path even though PermissionTypes.SKILLS exists and ADMIN has
  SHARE_PUBLIC configured. Added the mapping.
- client/src/hooks/Sharing/useCanSharePublic.ts has an identical
  client-side map used to gate the "Make Public" UI toggle. Without
  the SKILL mapping the hook returned false for everyone, so the
  toggle wouldn't render for skills once the sharing UI lands in
  phase 2. Added the mapping.

Codex comment #2 (create/update cache writes inject skills into
unrelated filtered lists) is invalid — it flags a pattern that
mirrors useUpdatePromptGroup (which the PR description explicitly
cites as the model) and is a deliberate optimistic-update tradeoff.
Trying to match each cache key's embedded filter would couple the
mutation callback to query-key internals, which is exactly what
setQueriesData is designed to avoid. No change there.

* 🧪 feat: Frontmatter Validation, Reserved-Name Fixes, Coaching Warnings

Address the follow-up review notes on the Skills PR. This commit closes
the gap between the wire-type promise and what the backend actually
enforces, tightens the reserved-name rules, and adds a non-blocking
coaching tier for validators.

Frontmatter validation (new):
- Add `validateSkillFrontmatter` in data-schemas/methods/skill.ts with
  strict mode — unknown keys are rejected so expanding the allowed set
  is an intentional code change. Known keys are type-checked against a
  `FrontmatterKind` table derived from Anthropic's Agent Skills spec
  (name, description, when-to-use, allowed-tools, arguments,
  argument-hint, user-invocable, disable-model-invocation, model,
  effort, context, agent, paths, shell, hooks, version, metadata).
- `hooks` and `metadata` get a shallow JSON-safety check (max depth 4,
  max string 2000, max array 100) instead of a full schema, since their
  full shapes live outside this module.
- Wired into BOTH createSkill AND updateSkill so the PATCH path can't
  smuggle invalid frontmatter past the validator.

Validation warning tier (new):
- Add optional `severity: 'error' | 'warning'` to `ValidationIssue`
  (defaults to error). `partitionIssues` splits an issue list into
  blocking errors and non-blocking warnings.
- `createSkill` / `updateSkill` filter on errors for the throw check
  and return warnings in a new `warnings: ValidationIssue[]` field on
  their result objects (`CreateSkillResult` / `UpdateSkillResult`).
- `validateSkillDescription` now emits a `TOO_SHORT` warning for
  descriptions under 20 chars — the primary triggering field, so a
  little coaching goes a long way.
- `createHandler` / `patchHandler` in packages/api surface the warnings
  via a new `attachWarnings` helper that decorates the serialized
  response with a `warnings?: TSkillWarning[]` field.
- `TSkill` gains an optional `warnings?: TSkillWarning[]` field
  documented as "present on POST/PATCH, never on GET".

Reserved-name filter (tightened):
- Replace the substring match (`.includes('anthropic')`) with prefix
  matching on `anthropic-` and `claude-` plus exact-match rejection of
  CLI slash-command collisions (help, clear, compact, model, exit,
  quit, settings, plus the bare `anthropic` / `claude` words). Both
  the pure validator (`methods/skill.ts`) and the Mongoose schema
  validator (`schema/skill.ts`) updated in lockstep; comments on
  each reference the other to prevent drift.
- `research-anthropic-helper` and `about-claude` are now allowed;
  `anthropic-helper`, `claude-bot`, and `settings` are still rejected.

Documentation:
- Add docstrings on `ISkill`, `schema/skill.ts`, and `TSkill` explaining
  the semantics of `name` (Claude-visible identifier, kebab-case,
  stable), `displayTitle` (UI-only cosmetic label, NOT sent to Claude),
  `description` (highest-leverage trigger field), and `source` /
  `sourceMetadata` (reserved for phase 2+ external sync).
- Add a detailed consistency comment on `bumpSkillVersionAndAdjustFileCount`
  explaining that it runs as a separate MongoDB operation from
  upsertSkillFile/deleteSkillFile, so `fileCount` can drift if the
  second op fails — options listed, tradeoff documented, phase 1
  risk window noted as closed because upload is still stubbed.

Tests:
- data-schemas skill.spec.ts: destructure `{ skill, warnings }` from
  createSkill at every call site; add a TOO_SHORT warning test, a
  frontmatter strict-mode test, reserved-prefix tests (including
  positive cases for substring names that should pass), CLI reserved
  word tests, and a full `validateSkillFrontmatter` describe block
  covering unknown keys, type mismatches, and deep-nesting rejection.
- api/server/routes/skills.test.js: bump default test description
  above the 20-char threshold, add a warning-emission test, add
  reserved-prefix + reserved-CLI-word tests, add an unknown-frontmatter-
  key test asserting the 400 response carries `issues` with `UNKNOWN_KEY`.

* 📦 fix: Export CreateSkillResult from data-schemas Methods Index

`CreateSkillResult` was defined in `methods/skill.ts` and consumed by
`packages/api/src/skills/handlers.ts` but never re-exported from the
methods barrel, so the type-check job failed with TS2724
"'@librechat/data-schemas' has no exported member named 'CreateSkillResult'".

Rollup's bundle-mode build picked up the type via its internal resolver,
but the standalone `tsc --noEmit` type-check ran against the package's
public entrypoint and couldn't see it. Added the type import + export
alongside the existing `UpdateSkillResult` export, which fixes the
CI type-check without any runtime change.
2026-04-25 04:01:59 -04:00
Danny Avila
738003b220
🛡️ fix: Prevent silent crash from unhandled MCP OAuth reconnect rejections (#12812)
* 🛡️ fix: Install global `unhandledRejection` handler

Node 15+ terminates the process by default when a promise rejection goes
unhandled. Under MCP OAuth reconnect storms and streamable-HTTP transport
resets, fire-and-forget async paths can emit transient rejections (ECONNRESET,
token refresh races) that would otherwise silently kill the server — no
uncaught exception log, no OOM signal. Register a listener so these paths log
and the process keeps serving other requests.

Refs: #12078

* 🔧 fix: Guard MCP OAuth reconnect fire-and-forget calls

`OAuthReconnectionManager.tryReconnect` awaits `getServerConfig` outside its
inner try/catch, so a rejection from the registry (or any throw before the
guarded block) would escape the fire-and-forget `void` call sites and
propagate as an unhandled rejection — the failure mode behind the silent
crashes reported in #12078. Route both call sites through a `safeTryReconnect`
wrapper that attaches a terminal `.catch` so unexpected rejections are
surfaced via the logger instead.

Refs: #12078

* 🧹 fix: Address review findings on MCP OAuth reconnect crash fix

- Move `getServerConfig` inside `tryReconnect`'s try/catch so the registry
  rejection path is handled by the inner cleanup (the structural root cause
  behind the silent crash). The outer `safeTryReconnect` wrapper remains as
  defense-in-depth.
- Extract the failed-reconnect cleanup as a private `cleanupOnFailedReconnect`
  method and invoke it from `safeTryReconnect`'s catch as well, so any
  rejection that does escape the inner try (e.g. a future regression) still
  resets tracker state instead of leaving the server stuck in `active` for
  the full `RECONNECTION_TIMEOUT_MS` window.
- Update the regression test to assert tracker state is cleaned up
  (`isActive` cleared, `isFailed` set, `disconnectUserConnection` called) so
  it can detect the stale-state failure mode it was meant to guard against.
- Forward non-Error rejection reasons as-is in the global handler so
  structured payloads like `{ code: "ECONNRESET", errno: -104 }` survive
  instead of being collapsed to "[object Object]" by `String()`.

Refs: #12078, review of #12812

* 🚑 fix: Restore fail-fast on boot rejection in primary server entry

`startServer()` was invoked bare in `api/server/index.js`. Before installing
the global `unhandledRejection` handler, a startup rejection (`connectDb`,
`getAppConfig`, `performStartupChecks`) terminated the process via Node's
default — Kubernetes / the orchestrator restarted the pod immediately.

After the handler was added, the same rejection was caught and logged, then
the process kept running half-initialized (no HTTP listener) until the
liveness probe eventually timed out — slow, indirect recovery instead of a
fast restart.

Wrap `startServer()` with the same `.catch(() => process.exit(1))` pattern
already used in `experimental.js` so boot failures fail-fast.

Refs: #12078, codex review of #12812

* 🚑 fix: Fail-fast on post-listen init failure in both server entries

The `app.listen` callback in `index.js` and `experimental.js` is async and
awaits `initializeMCPs`, `initializeOAuthReconnectManager`, and
`checkMigrations`. The callback's promise is detached from
`startServer().catch(...)` (the outer catch only sees errors that occurred
before `app.listen` was called), so without explicit handling those init
rejections used to terminate the process via Node's default and now would
be swallowed by the new `unhandledRejection` handler — leaving the HTTP
server listening (and passing liveness probes) while MCP / OAuth / migration
state is broken.

Wrap the post-listen init block in a try/catch that logs and calls
`process.exit(1)` so initialization failures stay fail-fast.

Refs: #12078, codex review of #12812
2026-04-24 23:18:49 -07:00
Danny Avila
2e706ebcb3
⚖️ refactor: Split Config Route into Unauthenticated and Authenticated Paths (#12490)
* refactor: split /api/config into unauthenticated and authenticated response paths

- Replace preAuthTenantMiddleware with optionalJwtAuth on the /api/config
  route so the handler can detect whether the request is authenticated
- When unauthenticated: call getAppConfig({ baseOnly: true }) for zero DB
  queries, return only login-relevant fields (social logins, turnstile,
  privacy policy / terms of service from interface config)
- When authenticated: call getAppConfig({ role, userId, tenantId }) to
  resolve per-user DB overrides (USER + ROLE + GROUP + PUBLIC principals),
  return full payload including modelSpecs, balance, webSearch, etc.
- Extract buildSharedPayload() and addWebSearchConfig() helpers to avoid
  duplication between the two code paths
- Fixes per-user balance overrides not appearing in the frontend because
  userId was never passed to getAppConfig (follow-up to #12474)

* test: rewrite config route tests for unauthenticated vs authenticated paths

- Replace the previously-skipped supertest tests with proper mocked tests
- Cover unauthenticated path: baseOnly config call, minimal payload,
  interface subset (privacyPolicy/termsOfService only), exclusion of
  authenticated-only fields
- Cover authenticated path: getAppConfig called with userId, full payload
  including modelSpecs/balance/webSearch, per-user balance override merging

* fix: address review findings — restore multi-tenant support, improve tests

- Chain preAuthTenantMiddleware back before optionalJwtAuth on /api/config
  so unauthenticated requests in multi-tenant deployments still get
  tenant-scoped config via X-Tenant-Id header (Finding #1)
- Use getAppConfig({ tenantId }) instead of getAppConfig({ baseOnly: true })
  when a tenant context is present; fall back to baseOnly for single-tenant
- Fix @type annotation: unauthenticated payload is Partial<TStartupConfig>
- Refactor addWebSearchConfig into pure buildWebSearchConfig that returns a
  value instead of mutating the payload argument
- Hoist isBirthday() to module level
- Remove inline narration comments
- Assert tenantId propagation in tests, including getTenantId fallback and
  user.tenantId preference
- Add error-path tests for both unauthenticated and authenticated branches
- Expand afterEach env var cleanup for proper test isolation

* test: fix mock isolation and add tenant-scoped response test

- Replace jest.clearAllMocks() with jest.resetAllMocks() so
  mockReturnValue implementations don't leak between tests
- Add test verifying tenant-scoped socialLogins and turnstile are
  correctly mapped in the unauthenticated response

* fix: add optionalJwtAuth to /api/config in experimental.js

Without this middleware, req.user is never populated in the experimental
cluster entrypoint, so authenticated users always receive the minimal
unauthenticated config payload.
2026-03-31 19:22:51 -04:00
Danny Avila
8ba2bde5c1
📦 refactor: Consolidate DB models, encapsulating Mongoose usage in data-schemas (#11830)
* chore: move database model methods to /packages/data-schemas

* chore: add TypeScript ESLint rule to warn on unused variables

* refactor: model imports to streamline access

- Consolidated model imports across various files to improve code organization and reduce redundancy.
- Updated imports for models such as Assistant, Message, Conversation, and others to a unified import path.
- Adjusted middleware and service files to reflect the new import structure, ensuring functionality remains intact.
- Enhanced test files to align with the new import paths, maintaining test coverage and integrity.

* chore: migrate database models to packages/data-schemas and refactor all direct Mongoose Model usage outside of data-schemas

* test: update agent model mocks in unit tests

- Added `getAgent` mock to `client.test.js` to enhance test coverage for agent-related functionality.
- Removed redundant `getAgent` and `getAgents` mocks from `openai.spec.js` and `responses.unit.spec.js` to streamline test setup and reduce duplication.
- Ensured consistency in agent mock implementations across test files.

* fix: update types in data-schemas

* refactor: enhance type definitions in transaction and spending methods

- Updated type definitions in `checkBalance.ts` to use specific request and response types.
- Refined `spendTokens.ts` to utilize a new `SpendTxData` interface for better clarity and type safety.
- Improved transaction handling in `transaction.ts` by introducing `TransactionResult` and `TxData` interfaces, ensuring consistent data structures across methods.
- Adjusted unit tests in `transaction.spec.ts` to accommodate new type definitions and enhance robustness.

* refactor: streamline model imports and enhance code organization

- Consolidated model imports across various controllers and services to a unified import path, improving code clarity and reducing redundancy.
- Updated multiple files to reflect the new import structure, ensuring all functionalities remain intact.
- Enhanced overall code organization by removing duplicate import statements and optimizing the usage of model methods.

* feat: implement loadAddedAgent and refactor agent loading logic

- Introduced `loadAddedAgent` function to handle loading agents from added conversations, supporting multi-convo parallel execution.
- Created a new `load.ts` file to encapsulate agent loading functionalities, including `loadEphemeralAgent` and `loadAgent`.
- Updated the `index.ts` file to export the new `load` module instead of the deprecated `loadAgent`.
- Enhanced type definitions and improved error handling in the agent loading process.
- Adjusted unit tests to reflect changes in the agent loading structure and ensure comprehensive coverage.

* refactor: enhance balance handling with new update interface

- Introduced `IBalanceUpdate` interface to streamline balance update operations across the codebase.
- Updated `upsertBalanceFields` method signatures in `balance.ts`, `transaction.ts`, and related tests to utilize the new interface for improved type safety.
- Adjusted type imports in `balance.spec.ts` to include `IBalanceUpdate`, ensuring consistency in balance management functionalities.
- Enhanced overall code clarity and maintainability by refining type definitions related to balance operations.

* feat: add unit tests for loadAgent functionality and enhance agent loading logic

- Introduced comprehensive unit tests for the `loadAgent` function, covering various scenarios including null and empty agent IDs, loading of ephemeral agents, and permission checks.
- Enhanced the `initializeClient` function by moving `getConvoFiles` to the correct position in the database method exports, ensuring proper functionality.
- Improved test coverage for agent loading, including handling of non-existent agents and user permissions.

* chore: reorder memory method exports for consistency

- Moved `deleteAllUserMemories` to the correct position in the exported memory methods, ensuring a consistent and logical order of method exports in `memory.ts`.
2026-03-21 14:28:53 -04:00
Danny Avila
6169d4f70b
🚦 fix: 404 JSON Responses for Unmatched API Routes (#11976)
* feat: Implement 404 JSON response for unmatched API routes

- Added middleware to return a 404 JSON response with a message for undefined API routes.
- Updated SPA fallback to serve index.html for non-API unmatched routes.
- Ensured the error handler is positioned correctly as the last middleware in the stack.

* fix: Enhance logging in BaseClient for better token usage tracking

- Updated `getTokenCountForResponse` to log the messageId of the response for improved debugging.
- Enhanced userMessage logging to include messageId, tokenCount, and conversationId for clearer context during token count mapping.

* chore: Improve logging in processAddedConvo for better debugging

- Updated the logging structure in the processAddedConvo function to provide clearer context when processing added conversations.
- Removed redundant logging and enhanced the output to include model, agent ID, and endpoint details for improved traceability.

* chore: Enhance logging in BaseClient for improved token usage tracking

- Added debug logging in the BaseClient to track response token usage, including messageId, model, promptTokens, and completionTokens for better debugging and traceability.

* chore: Enhance logging in MemoryAgent for improved context

- Updated logging in the MemoryAgent to include userId, conversationId, messageId, and provider details for better traceability during memory processing.
- Adjusted log messages to provide clearer context when content is returned or not, aiding in debugging efforts.

* chore: Refactor logging in initializeClient for improved clarity

- Consolidated multiple debug log statements into a single message that provides a comprehensive overview of the tool context being stored for the primary agent, including the number of tools and the size of the tool registry. This enhances traceability and debugging efficiency.

* feat: Implement centralized 404 handling for unmatched API routes

- Introduced a new middleware function `apiNotFound` to standardize 404 JSON responses for undefined API routes.
- Updated the server configuration to utilize the new middleware, enhancing code clarity and maintainability.
- Added tests to ensure correct 404 responses for various non-GET methods and the `/api` root path.

* fix: Enhance logging in apiNotFound middleware for improved safety

- Updated the `apiNotFound` function to sanitize the request path by replacing problematic characters and limiting its length, ensuring safer logging of 404 errors.

* refactor: Move apiNotFound middleware to a separate file for better organization

- Extracted the `apiNotFound` function from the error middleware into its own file, enhancing code organization and maintainability.
- Updated the index file to export the new `notFound` middleware, ensuring it is included in the middleware stack.

* docs: Add comment to clarify usage of unsafeChars regex in notFound middleware

- Included a comment in the notFound middleware file to explain that the unsafeChars regex is safe to reuse with .replace() at the module scope, as it does not retain lastIndex state.
2026-02-27 22:49:54 -05:00
Danny Avila
6279ea8dd7
🛸 feat: Remote Agent Access with External API Support (#11503)
* 🪪 feat: Microsoft Graph Access Token Placeholder for MCP Servers (#10867)

* feat: MCP Graph Token env var

* Addressing copilot remarks

* Addressed Copilot review remarks

* Fixed graphtokenservice mock in MCP test suite

* fix: remove unnecessary type check and cast in resolveGraphTokensInRecord

* ci: add Graph Token integration tests in MCPManager

* refactor: update user type definitions to use Partial<IUser> in multiple functions

* test: enhance MCP tests for graph token processing and user placeholder resolution

- Added comprehensive tests to validate the interaction between preProcessGraphTokens and processMCPEnv.
- Ensured correct resolution of graph tokens and user placeholders in various configurations.
- Mocked OIDC utilities to facilitate testing of token extraction and validation.
- Verified that original options remain unchanged after processing.

* chore: import order

* chore: imports

---------

Co-authored-by: Danny Avila <danny@librechat.ai>

* WIP: OpenAI-compatible API for LibreChat agents

- Added OpenAIChatCompletionController for handling chat completions.
- Introduced ListModelsController and GetModelController for listing and retrieving agent details.
- Created routes for OpenAI API endpoints, including /v1/chat/completions and /v1/models.
- Developed event handlers for streaming responses in OpenAI format.
- Implemented request validation and error handling for API interactions.
- Integrated content aggregation and response formatting to align with OpenAI specifications.

This commit establishes a foundational API for interacting with LibreChat agents in a manner compatible with OpenAI's chat completion interface.

* refactor: OpenAI-spec content aggregation for improved performance and clarity

* fix: OpenAI chat completion controller with safe user handling for correct tool loading

* refactor: Remove conversation ID from OpenAI response context and related handlers

* refactor: OpenAI chat completion handling with streaming support

- Introduced a lightweight tracker for streaming responses, allowing for efficient tracking of emitted content and usage metadata.
- Updated the OpenAIChatCompletionController to utilize the new tracker, improving the handling of streaming and non-streaming responses.
- Refactored event handlers to accommodate the new streaming logic, ensuring proper management of tool calls and content aggregation.
- Adjusted response handling to streamline error reporting during streaming sessions.

* WIP: Open Responses API with core service, types, and handlers

- Added Open Responses API module with comprehensive types and enums.
- Implemented core service for processing requests, including validation and input conversion.
- Developed event handlers for streaming responses and non-streaming aggregation.
- Established response building logic and error handling mechanisms.
- Created detailed types for input and output content, ensuring compliance with Open Responses specification.

* feat: Implement response storage and retrieval in Open Responses API

- Added functionality to save user input messages and assistant responses to the database when the `store` flag is set to true.
- Introduced a new endpoint to retrieve stored responses by ID, allowing users to access previous interactions.
- Enhanced the response creation process to include database operations for conversation and message storage.
- Implemented tests to validate the storage and retrieval of responses, ensuring correct behavior for both existing and non-existent response IDs.

* refactor: Open Responses API with additional token tracking and validation

- Added support for tracking cached tokens in response usage, improving token management.
- Updated response structure to include new properties for top log probabilities and detailed usage metrics.
- Enhanced tests to validate the presence and types of new properties in API responses, ensuring compliance with updated specifications.
- Refactored response handling to accommodate new fields and improve overall clarity and performance.

* refactor: Update reasoning event handlers and types for consistency

- Renamed reasoning text events to simplify naming conventions, changing `emitReasoningTextDelta` to `emitReasoningDelta` and `emitReasoningTextDone` to `emitReasoningDone`.
- Updated event types in the API to reflect the new naming, ensuring consistency across the codebase.
- Added `logprobs` property to output events for enhanced tracking of log probabilities.

* feat: Add validation for streaming events in Open Responses API tests

* feat: Implement response.created event in Open Responses API

- Added emitResponseCreated function to emit the response.created event as the first event in the streaming sequence, adhering to the Open Responses specification.
- Updated createResponse function to emit response.created followed by response.in_progress.
- Enhanced tests to validate the order of emitted events, ensuring response.created is triggered before response.in_progress.

* feat: Responses API with attachment event handling

- Introduced `createResponsesToolEndCallback` to handle attachment events in the Responses API, emitting `librechat:attachment` events as per the Open Responses extension specification.
- Updated the `createResponse` function to utilize the new callback for processing tool outputs and emitting attachments during streaming.
- Added helper functions for writing attachment events and defined types for attachment data, ensuring compatibility with the Open Responses protocol.
- Enhanced tests to validate the integration of attachment events within the Responses API workflow.

* WIP: remote agent auth

* fix: Improve loading state handling in AgentApiKeys component

- Updated the rendering logic to conditionally display loading spinner and API keys based on the loading state.
- Removed unnecessary imports and streamlined the component for better readability.

* refactor: Update API key access handling in routes

- Replaced `checkAccess` with `generateCheckAccess` for improved access control.
- Consolidated access checks into a single `checkApiKeyAccess` function, enhancing code readability and maintainability.
- Streamlined route definitions for creating, listing, retrieving, and deleting API keys.

* fix: Add permission handling for REMOTE_AGENT resource type

* feat: Enhance permission handling for REMOTE_AGENT resources

- Updated the deleteAgent and deleteUserAgents functions to handle permissions for both AGENT and REMOTE_AGENT resource types.
- Introduced new functions to enrich REMOTE_AGENT principals and backfill permissions for AGENT owners.
- Modified createAgentHandler and duplicateAgentHandler to grant permissions for REMOTE_AGENT alongside AGENT.
- Added utility functions for retrieving effective permissions for REMOTE_AGENT resources, ensuring consistent access control across the application.

* refactor: Rename and update roles for remote agent access

- Changed role name from API User to Editor in translation files for clarity.
- Updated default editor role ID from REMOTE_AGENT_USER to REMOTE_AGENT_EDITOR in resource configurations.
- Adjusted role localization to reflect the new Editor role.
- Modified access permissions to align with the updated role definitions across the application.

* feat: Introduce remote agent permissions and update access handling

- Added support for REMOTE_AGENTS in permission schemas, including use, create, share, and share_public permissions.
- Updated the interface configuration to include remote agent settings.
- Modified middleware and API key access checks to align with the new remote agent permission structure.
- Enhanced role defaults to incorporate remote agent permissions, ensuring consistent access control across the application.

* refactor: Update AgentApiKeys component and permissions handling

- Refactored the AgentApiKeys component to improve structure and readability, including the introduction of ApiKeysContent for better separation of concerns.
- Updated CreateKeyDialog to accept an onKeyCreated callback, enhancing its functionality.
- Adjusted permission checks in Data component to use REMOTE_AGENTS and USE permissions, aligning with recent permission schema changes.
- Enhanced loading state handling and dialog management for a smoother user experience.

* refactor: Update remote agent access checks in API routes

- Replaced existing access checks with `generateCheckAccess` for remote agents in the API keys and agents routes.
- Introduced specific permission checks for creating, listing, retrieving, and deleting API keys, enhancing access control.
- Improved code structure by consolidating permission handling for remote agents across multiple routes.

* fix: Correct query parameters in ApiKeysContent component

- Updated the useGetAgentApiKeysQuery call to include an object for the enabled parameter, ensuring proper functionality when the component is open.
- This change improves the handling of API key retrieval based on the component's open state.

* feat: Implement remote agents permissions and update API routes

- Added new API route for updating remote agents permissions, enhancing role management capabilities.
- Introduced remote agents permissions handling in the AgentApiKeys component, including a dedicated settings dialog.
- Updated localization files to include new remote agents permission labels for better user experience.
- Refactored data provider to support remote agents permissions updates, ensuring consistent access control across the application.

* feat: Add remote agents permissions to role schema and interface

- Introduced new permissions for REMOTE_AGENTS in the role schema, including USE, CREATE, SHARE, and SHARE_PUBLIC.
- Updated the IRole interface to reflect the new remote agents permissions structure, enhancing role management capabilities.

* feat: Add remote agents settings button to API keys dialog

* feat: Update AgentFooter to include remote agent sharing permissions

- Refactored access checks to incorporate permissions for sharing remote agents.
- Enhanced conditional rendering logic to allow sharing by users with remote agent permissions.
- Improved loading state handling for remote agent permissions, ensuring a smoother user experience.

* refactor: Update API key creation access check and localization strings

- Replaced the access check for creating API keys to use the existing remote agents access check.
- Updated localization strings to correct the descriptions for remote agent permissions, ensuring clarity in user interface.

* fix: resource permission mapping to include remote agents

- Changed the resourceToPermissionMap to use a Partial<Record> for better flexibility.
- Added mapping for REMOTE_AGENT permissions, enhancing the sharing capabilities for remote agents.

* feat: Implement remote access checks for agent models

- Enhanced ListModelsController and GetModelController to include checks for user permissions on remote agents.
- Integrated findAccessibleResources to filter agents based on VIEW permission for REMOTE_AGENT.
- Updated response handling to ensure users can only access agents they have permissions for, improving security and access control.

* fix: Update user parameter type in processUserPlaceholders function

- Changed the user parameter type in the processUserPlaceholders function from Partial<Partial<IUser>> to Partial<IUser> for improved type clarity and consistency.

* refactor: Simplify integration test structure by removing conditional describe

- Replaced conditional describeWithApiKey with a standard describe for all integration tests in responses.spec.js.
- This change enhances test clarity and ensures all tests are executed consistently, regardless of the SKIP_INTEGRATION_TESTS flag.

* test: Update AgentFooter tests to reflect new grant access dialog ID

- Changed test IDs for the grant access dialog in AgentFooter tests to include the resource type, ensuring accurate identification in the test cases.
- This update improves test clarity and aligns with recent changes in the component's implementation.

* test: Enhance integration tests for Open Responses API

- Updated integration tests in responses.spec.js to utilize an authRequest helper for consistent authorization handling across all test cases.
- Introduced a test user and API key creation to improve test setup and ensure proper permission checks for remote agents.
- Added checks for existing access roles and created necessary roles if they do not exist, enhancing test reliability and coverage.

* feat: Extend accessRole schema to include remoteAgent resource type

- Updated the accessRole schema to add 'remoteAgent' to the resourceType enum, enhancing the flexibility of role assignments and permissions management.

* test: refactored test setup to create a minimal Express app for responses routes, enhancing test structure and maintainability.

* test: Enhance abort.spec.js by mocking additional modules for improved test isolation

- Updated the test setup in abort.spec.js to include actual implementations of '@librechat/data-schemas' and '@librechat/api' while maintaining mock functionality.
- This change improves test reliability and ensures that the tests are more representative of the actual module behavior.

* refactor: Update conversation ID generation to use UUID

- Replaced the nanoid with uuidv4 for generating conversation IDs in the createResponse function, enhancing uniqueness and consistency in ID generation.

* test: Add remote agent access roles to AccessRole model tests

- Included additional access roles for remote agents (REMOTE_AGENT_EDITOR, REMOTE_AGENT_OWNER, REMOTE_AGENT_VIEWER) in the AccessRole model tests to ensure comprehensive coverage of role assignments and permissions management.

* chore: Add deletion of user agent API keys in user deletion process

- Updated the user deletion process in UserController and delete-user.js to include the removal of user agent API keys, ensuring comprehensive cleanup of user data upon account deletion.

* test: Add remote agents permissions to permissions.spec.ts

- Enhanced the permissions tests by including comprehensive permission settings for remote agents across various scenarios, ensuring accurate validation of access controls for remote agent roles.

* chore: Update remote agents translations for clarity and consistency

- Removed outdated remote agents translation entries and added revised entries to improve clarity on API key creation and sharing permissions for remote agents. This enhances user understanding of the available functionalities.

* feat: Add indexing and TTL for agent API keys

- Introduced an index on the `key` field for improved query performance.
- Added a TTL index on the `expiresAt` field to enable automatic cleanup of expired API keys, ensuring efficient management of stored keys.

* chore: Update API route documentation for clarity

- Revised comments in the agents route file to clarify the handling of API key authentication.
- Removed outdated endpoint listings to streamline the documentation and focus on current functionality.

---------

Co-authored-by: Max Sanna <max@maxsanna.com>
2026-01-28 17:44:33 -05:00
Danny Avila
52e6796635
📦 chore: Bump Express.js to v5 (#10671)
* chore: update express to version 5.1.0 in package.json

* chore: update express-rate-limit to version 8.2.1 in package.json and package-lock.json

* fix: Enhance server startup error handling in experimental and index files

* Added error handling for server startup in both experimental.js and index.js to log errors and exit the process if the server fails to start.
* Updated comments in openidStrategy.js to clarify the purpose of the CustomOpenIDStrategy class and its relation to Express version changes.

* chore: Implement rate limiting for all POST routes excluding /speech, required for express v5

* Added middleware to apply IP and user rate limiters to all POST requests, ensuring that the /speech route remains unaffected.
* Enhanced code clarity with comments explaining the new rate limiting logic.

* chore: Enable writable req.query for mongoSanitize compatibility in Express 5

* chore: Ensure req.body exists in multiple middleware and route files for Express 5 compatibility
2025-12-11 16:36:15 -05:00
Danny Avila
656e1abaea
🪦 refactor: Remove Legacy Code (#10533)
* 🗑️ chore: Remove unused Legacy Provider clients and related helpers

* Deleted OpenAIClient and GoogleClient files along with their associated tests.
* Removed references to these clients in the clients index file.
* Cleaned up typedefs by removing the OpenAISpecClient export.
* Updated chat controllers to use the OpenAI SDK directly instead of the removed client classes.

* chore/remove-openapi-specs

* 🗑️ chore: Remove unused mergeSort and misc utility functions

* Deleted mergeSort.js and misc.js files as they are no longer needed.
* Removed references to cleanUpPrimaryKeyValue in messages.js and adjusted related logic.
* Updated mongoMeili.ts to eliminate local implementations of removed functions.

* chore: remove legacy endpoints

* chore: remove all plugins endpoint related code

* chore: remove unused prompt handling code and clean up imports

* Deleted handleInputs.js and instructions.js files as they are no longer needed.
* Removed references to these files in the prompts index.js.
* Updated docker-compose.yml to simplify reverse proxy configuration.

* chore: remove unused LightningIcon import from Icons.tsx

* chore: clean up translation.json by removing deprecated and unused keys

* chore: update Jest configuration and remove unused mock file

    * Simplified the setupFiles array in jest.config.js by removing the fetchEventSource mock.
    * Deleted the fetchEventSource.js mock file as it is no longer needed.

* fix: simplify endpoint type check in Landing and ConversationStarters components

    * Updated the endpoint type check to use strict equality for better clarity and performance.
    * Ensured consistency in the handling of the azureOpenAI endpoint across both components.

* chore: remove unused dependencies from package.json and package-lock.json

* chore: remove legacy EditController, associated routes and imports

* chore: update banResponse logic to refine request handling for banned users

* chore: remove unused validateEndpoint middleware and its references

* chore: remove unused 'res' parameter from initializeClient in multiple endpoint files

* chore: remove unused 'isSmallScreen' prop from BookmarkNav and NewChat components; clean up imports in ArchivedChatsTable and useSetIndexOptions hooks; enhance localization in PromptVersions

* chore: remove unused import of Constants and TMessage from MobileNav; retain only necessary QueryKeys import

* chore: remove unused TResPlugin type and related references; clean up imports in types and schemas
2025-12-11 16:36:12 -05:00
Danny Avila
8bdc808074
refactor: Optimize & Standardize Tokenizer Usage (#10777)
* refactor: Token Limit Processing with Enhanced Efficiency

- Added a new test suite for `processTextWithTokenLimit`, ensuring comprehensive coverage of various scenarios including under, at, and exceeding token limits.
- Refactored the `processTextWithTokenLimit` function to utilize a ratio-based estimation method, significantly reducing the number of token counting function calls compared to the previous binary search approach.
- Improved handling of edge cases and variable token density, ensuring accurate truncation and performance across diverse text inputs.
- Included direct comparisons with the old implementation to validate correctness and efficiency improvements.

* refactor: Remove Tokenizer Route and Related References

- Deleted the tokenizer route from the server and removed its references from the routes index and server files, streamlining the API structure.
- This change simplifies the routing configuration by eliminating unused endpoints.

* refactor: Migrate countTokens Utility to API Module

- Removed the local countTokens utility and integrated it into the @librechat/api module for centralized access.
- Updated various files to reference the new countTokens import from the API module, ensuring consistent usage across the application.
- Cleaned up unused references and imports related to the previous countTokens implementation.

* refactor: Centralize escapeRegExp Utility in API Module

- Moved the escapeRegExp function from local utility files to the @librechat/api module for consistent usage across the application.
- Updated imports in various files to reference the new centralized escapeRegExp function, ensuring cleaner code and reducing redundancy.
- Removed duplicate implementations of escapeRegExp from multiple files, streamlining the codebase.

* refactor: Enhance Token Counting Flexibility in Text Processing

- Updated the `processTextWithTokenLimit` function to accept both synchronous and asynchronous token counting functions, improving its versatility.
- Introduced a new `TokenCountFn` type to define the token counting function signature.
- Added comprehensive tests to validate the behavior of `processTextWithTokenLimit` with both sync and async token counting functions, ensuring consistent results.
- Implemented a wrapper to track call counts for the `countTokens` function, optimizing performance and reducing unnecessary calls.
- Enhanced existing tests to compare the performance of the new implementation against the old one, demonstrating significant improvements in efficiency.

* chore: documentation for Truncation Safety Buffer in Token Processing

- Added a safety buffer multiplier to the character position estimates during text truncation to prevent overshooting token limits.
- Updated the `processTextWithTokenLimit` function to utilize the new `TRUNCATION_SAFETY_BUFFER` constant, enhancing the accuracy of token limit processing.
- Improved documentation to clarify the rationale behind the buffer and its impact on performance and efficiency in token counting.
2025-12-02 12:22:04 -05:00
Danny Avila
01413eea3d
🛡️ feat: Add Middleware for JSON Parsing and Prompt Group Updates (#10757)
* 🗨️ fix: Safe Validation for Prompt Updates

- Added `safeValidatePromptGroupUpdate` function to validate and sanitize prompt group update requests, ensuring only allowed fields are processed and sensitive fields are stripped.
- Updated the `patchPromptGroup` route to utilize the new validation function, returning appropriate error messages for invalid requests.
- Introduced comprehensive tests for the validation logic, covering various scenarios including allowed and disallowed fields, enhancing overall request integrity and security.
- Created a new schema file for prompt group updates, defining validation rules and types for better maintainability.

* 🔒 feat: Add JSON parse error handling middleware
2025-12-02 00:10:30 -05:00
Danny Avila
9f2fc25bde
🔬 refactor: Prevent Automatic MCP Server UI Deselection (#10588)
* chore: Add experimental backend server for multi-pod simulation

* Introduced a new backend script (`experimental.js`) to manage a clustered server environment with Redis cache flushing on startup.
* Updated `package.json` to include a new script command for the experimental backend.
* This setup aims to enhance scalability and performance for production environments.

* refactor: Remove server disconnection handling logic from useMCPServerManager
2025-11-19 17:10:25 -05:00