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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
547bd8c4bf
🧵 feat: Persist View-Only Subagent Threads (#14957) 2026-08-18 07:41:42 -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
1a3e2aebcb
🛰️ fix: Attach Request-Scoped MCP Servers (#14780)
* fix: attach request-scoped MCP servers

* fix: satisfy MCP static checks

* fix: format MCP runtime hint
2026-08-12 23:43:02 -04:00
Danny Avila
1bccc2bc18
📡 fix: Refresh MCP Tools After List-Changed Notifications (#14686)
* fix(mcp): handle dynamic tool list changes

Co-authored-by: Pascal Garber <pascal@artandcode.studio>

* test(mcp): fix CI validation

* fix(mcp): keep dynamic tool catalogs live

* fix(mcp): harden dynamic catalog lifecycle

* test(mcp): use typed startup connection

* test(mcp): isolate dynamic e2e fixtures

* fix(mcp): refresh tools after reconnect

* fix(mcp): close dynamic catalog cache gaps

* test(mcp): update OAuth connection mocks

* fix(mcp): preserve app snapshot ownership

* style(mcp): sort connection imports

* fix(mcp): close review race conditions

* fix(mcp): preserve cache ownership edges

* fix(mcp): harden recovery lifecycle

* fix(mcp): guard tool-less app refresh

* fix(mcp): fence distributed cache races

* fix(mcp): retire stale connection state

* fix(mcp): keep tool snapshots authoritative

* fix(mcp): fence stale app tool publications

* style(mcp): sort repository test imports

* test(mcp): mock empty startup publication

* fix(mcp): preserve app publication generations

* fix(mcp): harden publication recovery races

* fix(mcp): address tool catalogs by runtime config

* fix(mcp): load scoped catalogs for assistant writes

* fix(mcp): harden catalog publication recovery

* fix(mcp): serialize forced connection replacement

* fix(mcp): serialize ordinary creation with replacements

* fix(mcp): harden catalog fallback boundaries

* fix(mcp): close lifecycle fencing gaps

* fix(mcp): preserve catalog authority on failures

* fix(mcp): compensate failed catalog mutations

* fix(mcp): fence catalog refresh ordering

* style(mcp): sort agent loader imports

* fix(mcp): cancel stale connection creation

* fix(mcp): fence catalog coordination

* fix(mcp): close catalog race windows

* fix(mcp): harden cross-pod catalog fencing

* fix(mcp): close catalog lifecycle edges

* style(mcp): sort assistant imports

* fix(mcp): reject stale recovery authority

* fix(mcp): restore static catalog on every startup

* fix(mcp): order app catalog publications

* style(mcp): sort catalog revision imports

* fix(mcp): separate catalog allocation and commit fences

---------

Co-authored-by: Pascal Garber <pascal@artandcode.studio>
2026-08-08 13:50:21 -04:00
Danny Avila
db6ba5392a
🪢 fix: Bind MCP OAuth Secrets to Trusted Endpoints (#14578)
* fix: bind MCP OAuth secrets to trusted endpoints

* fix: bind stored MCP OAuth clients during refresh

* fix: address MCP OAuth review findings

* fix: bind stored MCP OAuth credentials

* fix: make MCP OAuth credentials generation-safe

* test: update MCP OAuth uninstall binding fixtures

* fix: harden MCP OAuth credential persistence

* fix: scope MCP OAuth refresh single-flight

* style: sort MCP OAuth token imports
2026-08-02 13:38:58 -04:00
Danny Avila
78ec1940a2
🧹 fix: Clean Up MCP OAuth State Mappings on Uninstall + Reject Superseded Callbacks (#14549)
* 🧹 fix: Clean Up MCP OAuth State Mappings on Uninstall + Reject Superseded Callbacks

Disconnecting an OAuth MCP server deleted its mcp_oauth flows but left the
mcp_oauth_state:{state} mappings behind for the full TTL. Because flow ids
are deterministic (userId:serverName) and the CSRF token is HMAC(flowId), a
stale browser tab's callback could resolve its orphaned state to the NEXT
flow for the same server, pass CSRF, burn the fresh flow's one-shot CSRF
cookie, and fail the PKCE exchange, sabotaging the legitimate retry.

- Add MCPOAuthHandler.deleteFlowAndStateMapping: reads the flow's stored
  state and deletes the mapping before the flow (mapping-first so a crash
  between deletes fails closed instead of recreating the orphan)
- Route mcp_oauth deletions in clearStoredMCPOAuthState through the helper
  for both tenant-scoped and legacy flow ids
- Reject callbacks whose state does not match the resolved flow's stored
  state: the only control distinguishing a superseded attempt from the
  current one on a deterministic flow id

Fixes #14534

* fix: gate failFlow on state match in the OAuth error branch (Codex P1)

The provider-error branch failed the resolved flow on CSRF/session alone,
so a superseded error callback resolved through an orphaned mapping could
mark the current flow FAILED. Apply the same stored-state equality gate
before failFlow.

* fix: leave the flow in place when the state-mapping delete fails (Codex P2)

deleteFlow swallows storage errors and returns false, and
deleteStateMapping discarded that result, so a failed mapping delete
followed by a successful flow delete would silently recreate the orphan.
Surface the boolean from deleteStateMapping and throw from
deleteFlowAndStateMapping before touching the flow, so the caller's
allSettled warn branch fires and the next replacement retries both.

* fix: restore the state mapping when the flow delete fails (Codex P2)

The inverse partial failure of the round-3 fix: a successful mapping
delete followed by a silently failed flow delete left a PENDING flow
whose reused authorization URL could never resolve, dead-ending every
callback in invalid_state until the flow went stale. Check deleteFlow's
result, re-store the mapping on failure, and throw so the caller's
allSettled warn branch fires.

* fix: never leave a callback-capable flow behind on uninstall (Codex round 6)

Teardown runs after the server's tokens are deleted, so a preserved
flow+mapping pair (the round-3 early-throw path) let a lingering consent
tab complete the callback and recreate credentials post-uninstall. Now
that both callback branches gate on stored-state equality, an orphaned
mapping is the benign failure mode, so invert the order: delete the flow
first, attempt the mapping delete regardless, and reject when either
reports a storage failure. This supersedes the round-4 mapping restore,
which also preserved a callback-capable pair.

* fix: delete the flow even when its metadata read fails (Codex round 7)

A storage error on the initial getFlowState aborted teardown before any
delete ran, preserving the callback-capable flow after token deletion.
Tolerate the read failure, delete the flow blindly, skip the mapping it
could not identify (the callback gates neutralize the possible orphan),
and reject so the caller's warn branch fires.
2026-07-31 12:11:36 -04:00
Ravi Kumar L
44d1275f36
⚙️ perf: reduce first-load MongoDB round trips (#14101)
* perf(api): reduce first-load database round trips

* docs: move agent guidance to claude docs

* refactor(api): move message validation into api package

* fix(api): narrow active generation job lookup

* fix(api): preserve omitted source identity
2026-07-06 09:36:34 -04:00
Danny Avila
53b3e166d8
📉 perf: Skip Redundant Permission Queries on MCP Servers List (#14077)
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2026-07-02 11:45:23 -04:00
Danny Avila
49f4b659f6
🔐 fix: Honor Admin-Panel MCP Allowlist Overrides Without Restart (#13814)
* 🔐 fix: Honor Admin-Panel MCP Allowlist Overrides Without Restart

MCPServersRegistry was built once at boot from getAppConfig({ baseOnly:
true }), freezing allowedDomains/allowedAddresses to YAML. Admin-panel
mcpSettings overrides were ignored by both inspection (addServer/
reinspectServer/updateServer/lazyInitConfigServer) and runtime connection
enforcement (assertResolvedRuntimeConfigAllowed), so a domain allowed only
via the panel failed inspection and never connected.

Make the registry's effective allowlists mutable and refresh them from the
merged admin-panel config: seed at boot, and re-apply on every config
mutation via invalidateConfigCaches -> clearMcpConfigCache. Both inspection
and connection paths read the same getters, so both honor overrides without
a restart. Fail-safe: current allowlists are preserved when the merged read
fails.

* 🛡️ fix: Scope MCP allowlist refresh to global config, fail-safe on DB error

Address Codex P1 review findings on the allowlist-refresh path:

- Tenant-scoped config mutations no longer push one tenant's merged
  mcpSettings into the process-wide registry singleton (read by all MCP
  connection paths), which would leak allowlists across tenants. Only
  global (non-tenant) mutations refresh the registry; tenant mutations
  still evict the config-server cache.
- The refresh read now uses strictOverrides:true so a transient DB error
  throws instead of silently returning YAML base config — preserving the
  last-known allowlists rather than overwriting them with fallback values.
  Adds the strictOverrides option to getAppConfig (default off, no behavior
  change for existing callers).

* ♻️ refactor: Resolve MCP allowlists per-request (tenant-scoped) instead of a global singleton

Supersedes the prior global-mutation approach. MCP allowlists live in
mcpSettings, which is tenant/principal-scoped admin config, so a process-wide
singleton value is the wrong model — it caused cross-tenant bleed and stale
reads.

Instead, inject a resolver (from the app layer, where the merged config lives)
that the registry calls per inspection and per connection. It reads the ALS
tenant context via getAppConfig and accepts the acting user so user/role-scoped
overrides resolve; config-source inspection (no user) resolves at tenant scope.
Falls back to the YAML base allowlists when no resolver is set or the lookup
fails, so a transient error fails to the operator baseline rather than
disabling the allowlist.

Removes the now-unnecessary setAllowlists / boot-seed / invalidateConfigCaches
refresh / getAppConfig.strictOverrides machinery.

* 🔒 fix: Scope config-source cache by allowlist; resolve OAuth allowlists per-request

Address Codex review of the per-request resolver:

- Config-source cache key now folds in the resolved allowlists, not just the
  raw-config hash. Inspection results became allowlist-dependent, so without
  this a tenant whose allowlist rejects a URL could poison the shared key with
  an inspectionFailed stub for a tenant that allows it (and vice versa). The
  tenant-scoped allowlist is resolved once per ensureConfigServers pass and
  threaded through the cache key + inspection.
- The two remaining request-time OAuth allowlist reads now use the merged
  config instead of the YAML base getters: the fallback OAuth-initiate path
  (routes/mcp.js) via resolveAllowlists, and OAuth revocation
  (UserController.maybeUninstallOAuthMCP) via the request's already-merged
  appConfig.mcpSettings. Without this, an OAuth endpoint allowed only by an
  admin-panel override was rejected while inspection/connection allowed it.

*  test: Update MCP OAuth registry/config mocks for per-request allowlists

CI fix for the Finding-12 change. The OAuth-initiate route now calls
registry.resolveAllowlists() and the revocation path reads the merged
appConfig.mcpSettings, so the affected specs' mocks were asserting the old
base-getter values:
- routes/__tests__/mcp.spec.js: add resolveAllowlists to the registry mock.
- UserController.mcpOAuth.spec.js: provide mcpSettings on the getAppConfig
  mock so revokeOAuthToken still receives the expected allowlists.

* 🧪 test: e2e proof that admin-panel MCP allowlist override takes effect

Adds a Playwright mock-harness spec for #13809. A URL-based MCP fixture
(e2e-http, streamable-http SDK server) boots inspectionFailed because its
origin is omitted from the YAML mcpSettings.allowedDomains; the spec adds that
origin via an admin config override (PUT /api/admin/config/user/:id) and
asserts the server reinitializes — exercising the real resolver path through
the backend + DB. Before the fix, reinspection used the frozen YAML allowlist
and the server stayed unreachable.

- e2e/setup/fake-mcp-http-server.js: streamable-HTTP MCP fixture (health GET /).
- e2e/playwright.config.mock.ts: boot the fixture as a second webServer.
- e2e/config/librechat.e2e.yaml: mcpSettings.allowedDomains (excludes 127.0.0.1)
  + the e2e-http server.
- e2e/specs/mock/mcp-allowlist-override.spec.ts: login → baseline reinit fails →
  apply override → reinit succeeds.
2026-06-17 20:14:53 -04:00
Danny Avila
c27d6b85a4
🤫 refactor: Silent MCP OAuth Refresh on Mid-Session 401 (#13369)
* 🤫 fix: Silent MCP OAuth Refresh on Mid-Session 401

Avoids the hourly interactive re-auth prompt when an MCP server
(e.g. Azure Entra ID) returns 401 mid-session by attempting a refresh
token exchange first, and only falling back to the interactive OAuth
flow when no refresh token is stored or the refresh server rejects it.

Resolves #13364.

* fix: Use distinct flow type for silent token refresh to avoid cache hit

Addresses the Codex review on PR #13369: `attemptSilentTokenRefresh` was
reusing the `'mcp_get_tokens'` flow type, so
`FlowStateManager.createFlowWithHandler` would short-circuit and return
the same tokens cached by an earlier `getOAuthTokens` call — the very
tokens the server just rejected — without executing the forced-refresh
handler.

Switch silent refresh to the distinct `'mcp_force_refresh_tokens'` flow
type so coalescing still works but stale `mcp_get_tokens` cache entries
are not reused. After a successful refresh, invalidate the
`mcp_get_tokens` flow cache so the next `getOAuthTokens` call reads the
freshly persisted tokens from storage rather than the stale cached
value.

Add a regression test that simulates the real
`FlowStateManager.createFlowWithHandler` cache-hit behavior for
`mcp_get_tokens` and verifies the silent refresh handler still runs and
returns the freshly refreshed tokens.

* fix: Address Codex round-2 review on silent MCP OAuth refresh

Three follow-up findings from Codex on PR #13369:

1. The new `mcp_force_refresh_tokens` flow type was itself cached by
   `FlowStateManager.createFlowWithHandler`, so a subsequent 401 within
   the refreshed token's `expires_at` could re-serve the just-rejected
   token without ever re-running the refresh handler.

2. The factory's `oauthRequired` listener was removed immediately after
   the initial `attemptToConnect` succeeded, so a real mid-session 401
   emitted by `MCPConnection.connectClient` during transport recovery
   had no listener — the OAuth handled-promise would simply time out
   instead of triggering the silent refresh.

3. Routing the silent refresh through a distinct flow type broke
   coalescing with the `mcp_get_tokens` lock used by `getOAuthTokens`,
   letting two paths concurrently redeem the same stored refresh token.
   For providers that rotate refresh tokens (e.g. Azure Entra) the
   second redemption is rejected, kicking the user back into interactive
   OAuth despite a successful refresh elsewhere.

Resolution:

- Drop `FlowStateManager` from the silent-refresh path entirely. Replace
  with a process-local `inflightSilentRefreshes` Map keyed by
  `userId:serverName` that holds only the in-flight Promise (no cached
  result), so every fresh 401 after settlement triggers a fresh
  redemption while concurrent 401s for the same user/server still share
  one redemption.
- Stop calling `cleanupOAuthHandlers()` on successful initial connect,
  keeping the OAuth handler attached for the connection's lifetime so
  mid-session 401s actually reach `attemptSilentTokenRefresh`.
- Add a regression test reproducing the stale-cache scenario by faking
  the `mcp_get_tokens` cache hit and asserting silent refresh still runs
  against storage and returns the fresh tokens.
- Add a coalescing test asserting two concurrent oauthRequired events
  for the same user/server result in a single `forceRefreshTokens` call.
- Clear `inflightSilentRefreshes` in `beforeEach` to prevent
  cross-test leakage; switch the silent-refresh test mocks to
  `mockResolvedValueOnce` / `mockImplementationOnce` so leftover mock
  state cannot leak into later test cases.

Acknowledged remaining gap: the silent refresh still races
`getOAuthTokens`'s `mcp_get_tokens` flow when both run concurrently
(narrow window when an existing connection's local `expires_at` is
still valid but the server invalidated the token, and a new connection
is being created in parallel). The race is self-healing on the next
401 and documented inline.

* fix: Address Codex round-3 review on silent MCP OAuth refresh

Three more findings from Codex on PR #13369:

1. The in-flight silent-refresh promise was unbounded. If
   `forceRefreshTokens()` ever hung (slow provider, dropped TCP), the
   `inflightSilentRefreshes` lock stayed occupied forever and every
   later 401 for the same user/server joined the stuck promise instead
   of starting a fresh attempt or falling back to interactive OAuth.

2. The interactive-OAuth fallback didn't invalidate the
   `mcp_get_tokens` flow cache after persisting fresh tokens. For
   providers that don't issue refresh tokens (so silent refresh
   returns null), the old cache could still feed stale access tokens
   to the next `getOAuthTokens` call until its TTL expired — causing
   an immediate reconnect with the same just-rejected token.

3. When silent refresh failed, the handler fell through to
   `handleOAuthRequired()` whose recent-completion fast path can
   reuse a COMPLETED `mcp_oauth` flow within `PENDING_STALE_MS`. Those
   cached tokens are exactly the ones the server just rejected, so
   the connection would keep adopting them and looping on 401s until
   the cache aged out.

Resolution:

- Wrap `runSilentRefresh()` with a 60-second `withTimeout` (well under
  `connectClient`'s 120s OAuth timeout). On timeout the `.catch`
  resolves to null and the `finally` clears the in-flight entry, so
  the next 401 starts fresh and falls through to interactive OAuth.
- Extract two helpers — `invalidateGetTokensFlow` and
  `invalidateCompletedOAuthFlow` — and call them from the right
  branches: clear `mcp_get_tokens` after silent-refresh success AND
  after interactive-OAuth `storeTokens`; clear the COMPLETED
  `mcp_oauth` state (plus its CSRF mapping) before falling through to
  interactive OAuth so the fast-reuse path can't re-serve the
  rejected tokens.
- Add three regression tests: hung refresh release-the-lock under
  fake timers, completed-OAuth cache invalidation pre-fallback, and
  `mcp_get_tokens` invalidation after interactive token store.

* fix: Address Codex round-4 review on silent MCP OAuth refresh

Three more findings from Codex on PR #13369:

1. (P1) The silent-refresh in-flight lock keyed only by
   `userId:serverName`. In multi-tenant setups where two tenants share a
   userId (e.g. username-based IDs) and the same MCP server name, a
   concurrent mid-session 401 from tenant B would join tenant A's
   in-flight refresh and adopt tenant A's freshly minted tokens onto a
   tenant-B connection — a cross-tenant credential leak.

2. (P2) `invalidateGetTokensFlow` deleted the `mcp_get_tokens` flow
   state regardless of its status. When another connection was
   currently in `getOAuthTokens()` (PENDING flow) and joiners were
   monitoring it, the unconditional delete made those waiters see
   "Flow state not found" and unnecessarily fall back to interactive
   OAuth — even though fresh tokens were already being written.

3. (P2) The 60s `withTimeout` wrapping `runSilentRefresh()` only races
   the promise; it does not cancel the underlying `forceRefreshTokens`
   /  refresh-token HTTP request. If the request returned after a
   subsequent interactive OAuth had stored newer tokens, the late
   completion would `storeTokens` over the newer state. This requires
   a provider that doesn't rotate refresh tokens AND a refresh slower
   than 60s AND a successful interactive OAuth in that window — narrow
   but real.

Resolution:

- Capture `getTenantId()` into a new `factory.tenantId` field at
  factory construction time (before the OAuth handler closes over it
  outside the original request's async context) and include it in the
  silent-refresh lock key as `tenantId:userId:serverName`.
- `invalidateGetTokensFlow` now calls `getFlowState` first and only
  deletes when `status === 'COMPLETED'`. PENDING lookups are left
  alone so concurrent `getOAuthTokens` waiters via `monitorFlow` can
  still settle.
- For (3), document the race as a known limitation inline. Fully
  closing it requires threading an `AbortSignal` through
  `MCPTokenStorage.forceRefreshTokens` and the OAuth refresh handler
  to skip the late `storeTokens` after timeout — out of scope for this
  PR's surgical change.
- Add `getTenantId` to the `MCPOAuthConnectionEvents` test's
  `@librechat/data-schemas` mock so the factory constructor doesn't
  blow up under that suite.
- Add three regression tests: per-tenant lock isolation, PENDING-state
  preservation under `invalidateGetTokensFlow`, and (reused) the
  existing interactive-store invalidation test now driven through
  `getFlowState` returning the COMPLETED state.

* fix: Address silent MCP OAuth refresh review

Restore captured tenant context around token storage and OAuth fallback paths so mid-session callbacks do not lose tenant scope.

Thread AbortSignal through forced refresh and OAuth token requests, cap silent refresh by the connection OAuth timeout, and prevent timed-out refreshes from writing stale credentials after fallback.

Complete pending mcp_get_tokens flows with fresh tokens, add missing FlowState createdAt test fixtures, and cover the new tenant/abort/cache behaviors.

* fix: Tighten tenant-scoped MCP token refresh

Cap silent refresh by both the factory connect timeout and the connection OAuth wait timeout so fallback OAuth wins before the outer connect attempt expires.

Tenant-scope mcp_get_tokens flow ids for both token lookup and refresh invalidation, preventing cross-tenant flow completion or cache deletion when tenants share user ids and server names.

Add regression tests for the omitted initTimeout budget and tenant-prefixed token flow locks.

* fix: Reserve MCP OAuth fallback budget

* fix: Harden MCP OAuth refresh races

* fix: Keep MCP OAuth fallback route-compatible

* test: Add SDK MCP OAuth refresh repro

* fix: Address MCP OAuth refresh review findings

* fix: Address MCP OAuth tenant review findings

* fix: Close MCP OAuth route tenant gaps

* fix: Preserve MCP OAuth refresh flow guards

* fix: Avoid reprocessing MCP OAuth reauth config

* fix: Release timed-out MCP refresh locks

* fix: Release MCP OAuth request callbacks

* fix: Tenant-scope remaining MCP OAuth flow lookups

* ci: Sort imports in MCP OAuth test suites
2026-06-10 13:12:42 -04:00
Danny Avila
c374d08b64
🪪 fix: Filter ACL Principal Details (#13524)
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* fix: filter ACL principal details

* test: type ACL permission pipeline assertions

* test: add ACL permissions e2e coverage
2026-06-05 19:06:41 -04:00
Atef Bellaaj
86fe79c37d
🔗 feat: Add Granular Access Control to Shared Links via ACL System (#13051)
* feat: Add granular access control to shared links via ACL system

* fix(shared-links): preserve isPublic on failed migration grants

Transient ACL failures during auto-migration permanently stranded
links — $unset ran unconditionally, removing the legacy flag that
triggers retry. Now only $unset isPublic after all grants succeed.

* fix(config): skip isPublic unset for failed ACL grants

Bulk migration unconditionally removed isPublic from all links,
even those whose ACL writes failed. Failed links then lost the
legacy marker needed for auto-migration retry. Now tracks failed
link IDs per-batch and excludes them from the $unset step.

Also adds sharedLink to AccessRole resourceType schema enum —
was missing, only worked because seedDefaultRoles uses
findOneAndUpdate which bypasses validation.

* ci(config): add jest config and PR workflow for migration tests

config/__tests__/ specs depend on api/jest.config.js module
mappings but had no dedicated runner. Adds config/jest.config.js
extending api config with absolutized paths, npm test:config
script, and a GitHub Actions workflow triggered by changes to
config/, api/models/, api/db/, or packages/ ACL code.

* fix(permissions): honor boolean sharedLinks config

SHARED_LINKS has no USE permission, so boolean config produced
an empty update payload — gate conditions only matched object
form, making `sharedLinks: false` a no-op on existing perms.

* fix(share): resolve role before creating shared link

Role lookup between create and grant left an orphaned link
without ACL entries if getRoleByName threw — retry then hit "Share already exists" with no recovery path.

* fix: Restore Public ACL Access Checks

* fix: Type Public ACL Lookup

* fix: Preserve Private Legacy Shared Links

* chore: Promote Shared Link Permission Migration

* fix: Address Shared Link Review Findings

* fix: Repair Shared Link CI Follow-Up

* fix: Narrow Shared Link Mongoose Test Mock

* fix: Address Shared Link Review Follow-Ups

* fix: Close Shared Link Review Gaps

* fix: Guard Missing Shared Link Permission Backfill

* test: Add Shared Link Mock E2E

* test: Stabilize Shared Link Mock E2E

---------

Co-authored-by: Danny Avila <danny@librechat.ai>
2026-06-03 14:17:17 -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
89d10a0b83
🛡️ fix: Escape People Picker Search Regex (#13169) 2026-05-18 09:04:31 -04:00
Danny Avila
4cce88be42
🪟 feat: Add allowedAddresses Exemption List For SSRF-Guarded Targets (#12933)
* 🪟 feat: Add allowedAddresses Exemption List For SSRF-Guarded Targets

LibreChat already blocks SSRF-prone targets (private IPs, loopback,
link-local, .internal/.local TLDs) at every server-side fetch site
that consumes user-controllable URLs — custom-endpoint baseURLs, MCP
servers, OpenAPI Actions, and OAuth endpoints. The only existing
escape hatch is `allowedDomains`, but that flips the field into a
strict whitelist: adding `127.0.0.1` to permit a self-hosted Ollama
also blocks every public destination that isn't in the list.

Introduce `allowedAddresses` as the orthogonal primitive: a private-
IP-space exemption list. When a hostname or its resolved IP appears
in the list, the SSRF block is bypassed for that target. Public
destinations remain reachable. Operators can now run self-hosted
LLMs / MCP servers / Action endpoints on private addresses without
weakening the default-deny posture for everything else.

Schema additions in `packages/data-provider/src/config.ts`:
- `endpoints.allowedAddresses` (new — gates `validateEndpointURL`)
- `mcpSettings.allowedAddresses` (parallel to `allowedDomains`)
- `actions.allowedAddresses` (parallel to `allowedDomains`)

Core changes in `packages/api/src/auth/`:
- New `isAddressAllowed(hostnameOrIP, allowedAddresses)` — pure,
  case-insensitive, bracket-stripped literal match.
- Threaded the list through `isSSRFTarget`, `resolveHostnameSSRF`,
  `isDomainAllowedCore`, `isActionDomainAllowed`, `isMCPDomainAllowed`,
  `isOAuthUrlAllowed`, and `validateEndpointURL`.
- Extended `createSSRFSafeAgents` and `createSSRFSafeUndiciConnect`
  to accept the list, building an SSRF-safe DNS lookup that exempts
  matching hostnames/IPs at TCP connect time (TOCTOU-safe).

Wiring:
- Custom and OpenAI endpoint initialize sites pass
  `endpoints.allowedAddresses` to `validateEndpointURL`.
- `MCPServersRegistry` stores `allowedAddresses` and exposes it via
  `getAllowedAddresses()`. The factory, connection class, manager,
  `UserConnectionManager`, and `ConnectionsRepository` all thread
  it through to the SSRF utilities.
- `MCPOAuthHandler.initiateOAuthFlow`, `refreshOAuthTokens`, and
  `validateOAuthUrl` accept the list and consult it on every URL
  validation along the OAuth chain.
- `ToolService`, `ActionService`, and the assistants/agents action
  routes pass `actions.allowedAddresses` to `isActionDomainAllowed`
  and to `createSSRFSafeAgents` for runtime action calls.
- `initializeMCPs.js` reads `mcpSettings.allowedAddresses` from the
  app config and forwards it to the registry constructor.

Documentation:
- `librechat.example.yaml` shows the new field next to each existing
  `allowedDomains` block, with a note clarifying that
  `allowedAddresses` is an exemption list (not a whitelist).

Tests:
- Unit tests for `isAddressAllowed` covering literal IPs, hostnames,
  IPv6 brackets, case insensitivity, and partial-match rejection.
- Exemption tests for every entry point: `isSSRFTarget`,
  `resolveHostnameSSRF`, `validateEndpointURL`, `isActionDomainAllowed`,
  `isMCPDomainAllowed`, `isOAuthUrlAllowed`.
- Existing tests updated to reflect the new optional parameter.

Default behavior is unchanged: omitted = empty list = no exemptions.

* 🩹 fix: Plumb allowedAddresses Through AppConfig endpoints Type

The initial PR added `endpoints.allowedAddresses` to the
data-provider config schema and consumed it in the endpoint
initialize sites, but the runtime `AppConfig.endpoints` shape in
`@librechat/data-schemas` was a hand-maintained subset that didn't
include the new field — so `tsc` rejected `appConfig.endpoints.allowedAddresses`.

Add the field to `AppConfig['endpoints']` in
`packages/data-schemas/src/types/app.ts` and forward it from the
loaded config in `packages/data-schemas/src/app/endpoints.ts` so the
runtime config carries the value.

Update `initializeMCPs.spec.js` to expect the third positional
argument (`allowedAddresses`) on the `createMCPServersRegistry` call.

* 🩹 fix: Enforce allowedDomains Before allowedAddresses In isOAuthUrlAllowed

The initial implementation checked the address exemption first, so a
URL whose hostname appeared in `allowedAddresses` would return true
even when the admin had configured `allowedDomains` as a strict bound
on OAuth endpoints. A malicious MCP server could advertise OAuth
metadata, token, or revocation URLs at any address the admin had
permitted for an unrelated reason (a self-hosted LLM at `127.0.0.1`,
for example) and pass validation, expanding SSRF reach beyond the
configured domain whitelist.

Reorder: when `allowedDomains` is set, treat it as authoritative —
return true only if the URL matches a domain entry, otherwise fall
through to false. The address exemption only applies when no
`allowedDomains` is configured (mirrors how the downstream SSRF check
in `validateOAuthUrl` consults `allowedAddresses`).

Add a regression test asserting that an `allowedAddresses` entry does
not broaden a configured `allowedDomains` list.

Reported by chatgpt-codex-connector on PR #12933.

* 🩹 fix: Forward allowedAddresses To Remaining OAuth Callers

Two `MCPOAuthHandler` callers still used the pre-feature signatures and
were silently dropping the new `allowedAddresses` argument:

- `api/server/routes/mcp.js` invoked `initiateOAuthFlow` with the old
  5-argument shape, so OAuth flows initiated through the route handler
  ignored the registry's `getAllowedAddresses()` and would reject any
  metadata/authorization/token URL on a permitted private host.
- `api/server/controllers/UserController.js#maybeUninstallOAuthMCP`
  invoked `revokeOAuthToken` without the address exemption, so
  uninstalling an OAuth-backed MCP server on a permitted private host
  would fail at the revocation step even though the rest of the MCP
  connection path now permits it.

Both sites now read `allowedAddresses` from the registry alongside
`allowedDomains` and forward it. Reported by Copilot on PR #12933.

* 🩹 fix: Update Test Mocks And Assertions For OAuth allowedAddresses

The previous commit started passing `allowedAddresses` to
`MCPOAuthHandler.initiateOAuthFlow` from `api/server/routes/mcp.js`
and to `MCPOAuthHandler.revokeOAuthToken` from
`api/server/controllers/UserController.js`, but the corresponding
test files mocked the registry without `getAllowedAddresses` (causing
`TypeError`s) and asserted the old positional shape on
`toHaveBeenCalledWith`.

Update the mocks and assertions to match the new arity:

- `api/server/routes/__tests__/mcp.spec.js`: add
  `getAllowedDomains`/`getAllowedAddresses` to the registry mock and
  expect the additional positional args on `initiateOAuthFlow`.
- `api/server/controllers/__tests__/maybeUninstallOAuthMCP.spec.js`:
  add a `getAllowedAddresses` mock alongside the existing
  `getAllowedDomains` and seed it in `setupOAuthServerFound`.
- `api/server/controllers/__tests__/UserController.mcpOAuth.spec.js`:
  add `getAllowedAddresses` to the registry mock and expect the
  trailing `null` arg on the three `revokeOAuthToken` assertions.

* 🛡️ fix: Address Comprehensive Review — Scope allowedAddresses To Private IP Space

Major findings from the comprehensive PR review (severity → fix):

**CRITICAL — `validateOAuthUrl` SSRF fallback bypass.** When `allowedDomains`
is configured and a URL fails the whitelist, the SSRF fallback in
`validateOAuthUrl` was still passing `allowedAddresses` to `isSSRFTarget` /
`resolveHostnameSSRF`, letting a malicious MCP server advertise OAuth
endpoints at any address the admin had permitted for an unrelated reason.
Suppress `allowedAddresses` in the fallback when `allowedDomains` is active —
the address exemption is opt-in for the no-whitelist mode only.

**MAJOR — WebSocket transport SSRF check ignored exemptions.** The
`constructTransport` WebSocket branch called `resolveHostnameSSRF(wsHostname)`
without `this.allowedAddresses`, so a permitted private MCP server would
pass `isMCPDomainAllowed` but be blocked at transport creation. Forward
the exemption.

**Scope `allowedAddresses` to private IP space only (operator directive).**
The exemption list is for permitting private/internal targets; it must not
be a back-door to broaden trust to public destinations.
- Schema (`packages/data-provider/src/config.ts`): new
  `allowedAddressesSchema` rejects URLs (`://`), paths/CIDR (`/`),
  whitespace, and public IPv4/IPv6 literals at config-load time. Wired
  into `endpoints`, `mcpSettings`, and `actions`.
- Runtime (`packages/api/src/auth/domain.ts`): `isAddressAllowed` now
  drops public-IP candidates and public-IP entries on the match path —
  defense in depth so a misconfigured runtime list never grants exemption.
- Hot path (`packages/api/src/auth/agent.ts`): `buildSSRFSafeLookup`
  pre-normalizes the list into a `Set<string>` once at construction and
  applies the same scoping filter, so the connect-time DNS lookup is an
  O(1) Set membership check instead of a full re-iterate-and-normalize on
  every outbound request.

**Test coverage for the connect-time and OAuth-fallback paths.**
- `agent.spec.ts`: new describe block exercising `buildSSRFSafeLookup` and
  `createSSRFSafe*` with `allowedAddresses` — hostname-literal exemption,
  resolved-IP exemption, public-IP scoping, URL/CIDR/whitespace rejection,
  and the default no-list block.
- `handler.allowedAddresses.test.ts` (new): integration tests for
  `validateOAuthUrl` — covers both the no-domains-set "permit private"
  path and the strict-bound regression where `allowedAddresses` must NOT
  bypass `allowedDomains`.

**Documentation & cleanup.**
- `connection.ts` redirect SSRF check: explicit comment that
  `allowedAddresses` is intentionally NOT consulted for redirect targets
  (server-controlled, must not inherit the admin's exemption).
- `MCPConnectionFactory.test.ts`: replaced an `eslint-disable` with a
  proper `import { getTenantId } from '@librechat/data-schemas'`. The
  disable was added to make a pre-existing `require()` quiet — the cleaner
  fix is to use the existing top-level import.

Updated `MCPConnectionSSRF.test.ts` WebSocket SSRF assertions to match the
new two-argument call shape (`hostname, allowedAddresses`).

* 🩹 fix: Require Absolute URL Before allowedAddresses Trust Bypass In isOAuthUrlAllowed

`parseDomainSpec` is lenient — it silently prepends `https://` to
schemeless inputs so it can match patterns like bare `example.com`.
That leniency leaked into `isOAuthUrlAllowed`'s new
`allowedAddresses` short-circuit: a value like `10.0.0.5/oauth` (no
scheme) would parse successfully via the prepended default, hit the
address-exemption path, return `true`, and skip `validateOAuthUrl`'s
strict `new URL(url)` parse-or-throw — only to fail later in OAuth
discovery with a less clear runtime error.

Add a strict `new URL(url)` gate at the top of `isOAuthUrlAllowed`.
Schemeless inputs now fall through to `validateOAuthUrl`'s explicit
"Invalid OAuth <field>" rejection. Tests added in both
`auth/domain.spec.ts` (unit) and the OAuth handler integration spec
(end-to-end).

Reported by chatgpt-codex-connector (P2) on PR #12933.

* 🛡️ fix: Address Follow-Up Comprehensive Review — Schema Tests, Shared Normalization, host:port

Auditing the second comprehensive review:

**F1 MAJOR — schema validation untested.** `allowedAddressesSchema` had
zero coverage, so a regression in the three refinement stages or the
three wiring locations (`endpoints` / `mcpSettings` / `actions`) would
silently let invalid entries reach the runtime. Added a dedicated
`describe('allowedAddressesSchema')` block in `config.spec.ts` covering:
valid private IPs (v4 + v6, including the previously-missed 192.0.0.0/24
range), accepted hostnames, all rejection categories (URLs, CIDR, paths,
whitespace tabs/newlines, host:port, public IP literals), and full
`configSchema.parse()` integration at each of the three nesting points.

**F2 MINOR — `isPrivateIPv4Literal` divergence.** The schema reimpl in
`packages/data-provider` was discarding the `c` octet, so the
`192.0.0.0/24` (RFC 5736 IETF protocol assignments) range that the
authoritative `isPrivateIPv4` accepts was being rejected with a
misleading "public IP" error. Destructure `c` and add the missing range
check; covered by the new schema tests.

**F3 MINOR — DRY violation across `domain.ts` and `agent.ts`.** Both
files had independent normalization implementations with a subtle
whitespace-check divergence (`/\s/` vs `.includes(' ')`). Extracted the
shared logic into a new `packages/api/src/auth/allowedAddresses.ts`
module that both consumers import:
  - `normalizeAddressEntry(entry)` — single-entry shape check
  - `looksLikeHostPort(entry)` — host:port detector (used by F4)
  - `normalizeAllowedAddressesSet(list)` — pre-normalized Set for the
    connect-time hot path
  - `isAddressInAllowedSet(candidate, set)` — membership check that
    enforces private-IP scoping on the candidate

Both `isAddressAllowed` (preflight) and `buildSSRFSafeLookup` (connect)
now go through the same primitives; the whitespace divergence is gone.

To break the import cycle (`allowedAddresses` needs `isPrivateIP`,
`domain` previously owned it), extracted IP private-range detection
into a leaf `auth/ip.ts` module. `domain.ts` re-exports `isPrivateIP`
for backward compatibility with existing call sites.

**F4 MINOR — `host:port` silently misclassified.** Entries like
`localhost:8080` previously slipped through the URL/path guard, were
mis-detected as IPv6, failed `isPrivateIP`, and were silently dropped
with a misleading "public IP" schema error. Added an explicit
`looksLikeHostPort` check with a clear error: "allowedAddresses
entries must not include a port — list the bare hostname or IP only."
Bare `::1`, `[::1]`, and other valid IPv6 literals are intentionally
not matched (regex distinguishes by colon count and the bracketed
`[ipv6]:port` form).

**F5 MINOR — hostname-trust documentation gap.** Hostname entries
short-circuit `resolveHostnameSSRF` before any DNS lookup — that's a
deliberate design (admin trusts the name) but it means the exemption
follows whatever the name resolves to at runtime. Added an explicit
note in `librechat.example.yaml` for both `mcpSettings.allowedAddresses`
and `endpoints.allowedAddresses`: "a hostname entry trusts whatever IP
that name resolves to. Only list hostnames whose DNS you control.
Prefer literal IPs when you can."

**F6** (8 positional params) is flagged for follow-up; refactor to an
options object is a breaking-API change deferred to a separate PR.
**F7** (redirect/WebSocket asymmetry, NIT, conf 40) — skipping; the
existing inline comment is sufficient.

* 🧹 chore: Address Follow-Up NITs — Import Order And Mirror-Function Naming

Three NITs from the latest comprehensive review:

**NIT #1 (conf 85) — local import order.** AGENTS.md requires local
imports sorted longest-to-shortest. Both `domain.ts` and `agent.ts`
had `./ip` (shorter) before `./allowedAddresses` (longer). Swapped.

**NIT #2 (conf 60) — missing cross-reference.** The schema-side
`isHostPortShape` in `packages/data-provider/src/config.ts` had no
note pointing at the canonical runtime mirror. Added a JSDoc paragraph
explaining the mirror relationship and why a local copy exists (the
data-provider package can't import from `@librechat/api` without
creating a circular dependency).

**NIT #3 (conf 50) — naming inconsistency.** Renamed
`isHostPortShape` → `looksLikeHostPort` so the schema mirror matches
the runtime helper exactly. Kept as a separate function (not a shared
import) for the same circular-dependency reason; the matching name
makes it obvious they should stay in lockstep.
2026-05-03 21:43:59 -04:00
Danny Avila
4e45e8e17c
🧹 fix: Clear MCP OAuth Tokens On Revoke
Fixes #12912.\n\n- Clear stored MCP OAuth tokens and flow state on revoke cleanup-only paths.\n- Keep provider revocation best-effort when token and client metadata are available.\n- Add controller and function coverage for stale metadata, missing config, and cleanup failure paths.
2026-05-03 02:52:47 +09:00
Gaurav Dubey
84043432a5
🧹 fix: Graceful MCP OAuth Revoke Cleanup When Tokens Are Missing (#12825)
* fix: graceful MCP OAuth revoke cleanup when tokens are missing (#12754)

`maybeUninstallOAuthMCP` in `api/server/controllers/UserController.js`
aborts before the DB-delete and flow-state cleanup steps whenever
`MCPTokenStorage.getTokens` throws `ReauthenticationRequiredError` —
which is exactly what happens when a user clicks "Revoke" on an MCP
server whose backend is already dead and whose refresh token is gone.
The resulting error is both surfaced to the log as a red line and, more
importantly, leaks the DB token row and OAuth flow state.

Wrap the token retrieval in try/catch following the same best-effort
pattern already used for the two `revokeOAuthToken` calls. On
`ReauthenticationRequiredError`, skip revocation silently (info log)
and continue to the cleanup steps. On any other unexpected error, log
a warning and continue — cleanup must always run.

Exported `maybeUninstallOAuthMCP` for direct unit testing and added
`api/server/controllers/__tests__/maybeUninstallOAuthMCP.spec.js` with
8 cases: early-return guards (non-MCP key, non-OAuth server, missing
client info), happy path (both tokens revoked + cleanup), both
failure-to-retrieve paths (ReauthenticationRequiredError and arbitrary
error — cleanup still runs in both), single-token path, and
revocation-call failures (cleanup still runs).

Fixes #12754.

* test: use instanceof check against real ReauthenticationRequiredError

Follow-up to the previous commit on this branch. Two changes:

1. `UserController.maybeUninstallOAuthMCP` now checks
   `error instanceof ReauthenticationRequiredError` using the real
   class imported from `@librechat/api`, instead of comparing
   `error?.name === 'ReauthenticationRequiredError'`. The name-string
   check matched any unrelated error that happened to have the same
   `.name`; the `instanceof` check is a proper identity test.

2. The accompanying spec's jest mock for `@librechat/api` now
   exposes a `ReauthenticationRequiredError` class, and the test
   imports it from that mock so the `instanceof` comparison in the
   production code holds during the test. Without this, the two
   "skips revocation ... still runs cleanup" tests threw
   `TypeError: Right-hand side of 'instanceof' is not an object`
   because the mock left the class undefined.

All 8 tests in the spec pass.
2026-04-29 09:11:12 +09:00
Danny Avila
35bf04b26c 🧰 refactor: Unify code-execution tools (#12767)
* 🛠️ feat: Add registerCodeExecutionTools helper

Idempotently registers `bash_tool` + `read_file` in the run's tool
registry and tool-definition list via a registry `.has()` dedupe. Sets
up the single code-execution tool path shared by:

- `initializeAgent` (when an agent has `execute_code` in its tools and
  the capability is enabled for the run)
- `injectSkillCatalog` (when skills are active; unconditional read_file,
  bash_tool follows `codeEnvAvailable`)

Both callers reach the helper in the same initialization sequence, so
the second call becomes a no-op and exactly one copy of each tool
reaches the LLM — no more double registration for agents that combine
`execute_code` capability with active skills.

Unit-tested on a fresh run, idempotence (second call, overlap with
prior tooldefs, partial overlap), and the no-registry variant.

* 🔀 refactor: Route injectSkillCatalog bash_tool + read_file through registerCodeExecutionTools

The `skill` tool is still registered inline (it's skill-path-specific),
but `bash_tool` + `read_file` now flow through the shared idempotent
helper so a prior registration from the execute_code path doesn't
produce a duplicate copy later in the same run. Behavior preserved:

- `read_file` always registers when any active skill is in scope —
  manually-primed `disable-model-invocation: true` skills still need it
  to load `references/*` from storage.
- `bash_tool` follows `codeEnvAvailable` exactly as before.

Adds a test pinning the cross-call dedupe: when `injectSkillCatalog`
runs AFTER `registerCodeExecutionTools` has already seeded the registry
+ tool definitions with bash_tool/read_file, the resulting
`toolDefinitions` still contains exactly one copy of each.

* 🪄 feat: Expand `execute_code` tool name into bash_tool + read_file at initialize-time

When an agent's `tools` include `execute_code` and the `execute_code`
capability is enabled for the run, `initializeAgent` now registers
`bash_tool` + `read_file` via `registerCodeExecutionTools` before
`injectSkillCatalog`. The legacy `execute_code` tool definition is no
longer handed to the LLM — `execute_code` remains on the agent
document as a capability-trigger marker, but the runtime expands it
into the skill-flavored tool pair.

Call ordering matters: the `execute_code` registration runs BEFORE
`injectSkillCatalog`, so the skill path's own `registerCodeExecutionTools`
call inside `injectSkillCatalog` becomes a no-op via the registry's
`.has()` check. Exactly one copy of each tool reaches the LLM whether
the agent has:

- only `execute_code` (legacy path)
- only skills
- both

No data migration needed — `agent.tools: ['execute_code']` stays in
the DB unchanged; the expansion is a runtime operation.

Three tests cover the matrix: execute_code + capability on →
bash_tool + read_file registered; execute_code + capability off →
neither registered; no execute_code + capability on → neither
registered.

* 🗑️ refactor: Drop CodeExecutionToolDefinition from the builtin registry

Removes the legacy `execute_code` entry from `agentToolDefinitions` and
the corresponding import. With the initialize-time expansion in place,
nothing consults `getToolDefinition('execute_code')` for a tool schema
any more — the capability gate still filters on the string
`execute_code`, but the actual tool definitions the LLM sees come from
`registerCodeExecutionTools` (i.e. `bash_tool` + `read_file`).

`loadToolDefinitions` in `packages/api/src/tools/definitions.ts`
silently drops `execute_code` when it no longer resolves in the
registry — that's the expected path and is now covered by an updated
test. No caller of `getToolDefinition('execute_code')` expects a
non-undefined result after this change.

* 🔌 refactor: Read CODE_API_KEY from env for primeCodeFiles + PTC

Finishes the Phase 4 server-env-keyed rollout on the two remaining
`loadAuthValues({ authFields: [EnvVar.CODE_API_KEY] })` sites in
`ToolService.js`:

- `primeCodeFiles` (user-attached file priming on execute_code agents)
- Programmatic Tool Calling (`createProgrammaticToolCallingTool`)

Both now read `process.env[EnvVar.CODE_API_KEY]` directly, matching
`bash_tool`'s pattern. The per-user plugin-auth path is no longer
consulted for code-env credentials anywhere in the hot path — the
agents library owns the actual tool-call execution and also reads the
env var internally.

Priming still fires for existing user-file workflows so the legacy
`toolContextMap[execute_code]` hint ("files available at /mnt/data/...")
stays in the prompt; only the key lookup changed.

* 🔧 fix: Type the pre-seeded dedupe-test tools as LCTool

CI TypeScript type checks caught `{ parameters: {} }` in the new
cross-call dedupe test: `LCTool.parameters` is a `JsonSchemaType`,
not `{}`. Use `{ type: 'object', properties: {} }` and type the
local registry Map through the parameter-derived shape so the
pre-seeded values match what `toolRegistry.set` expects.

* 🛡️ fix: Run execute_code expansion before GOOGLE_TOOL_CONFLICT gate

Codex review caught a latent regression: the original Phase 8 placement
ran `registerCodeExecutionTools` after `hasAgentTools` was computed,
so an execute-code-only agent on Google/Vertex with provider-specific
`options.tools` populated would no longer trip `GOOGLE_TOOL_CONFLICT`
— the legacy `CodeExecutionToolDefinition` used to populate
`toolDefinitions` before the guard, but after dropping it from the
registry, `toolDefinitions` stayed empty until my expansion ran
downstream of the guard. Mixed provider + agent tools would silently
flow through to the LLM.

Fix moves the `execute_code` expansion to BEFORE `hasAgentTools`
computation. `bash_tool` + `read_file` now contribute to the check
the same way the legacy `execute_code` def did. Covered by a new
test that pins the Google+execute_code+provider-tools scenario —
the `rejects.toThrow(/google_tool_conflict/)` path would have
silently passed on the prior placement.

* 🔗 fix: Thread codeEnvAvailable through handoff sub-agents

Round-2 codex review caught the other half of the execute_code
expansion gap: `discoverConnectedAgents` omitted `codeEnvAvailable`
from its forwarded `initializeAgent` params, so handoff sub-agents
with `agent.tools: ['execute_code']` lost the `bash_tool` + `read_file`
registration (pre-Phase 8 the legacy `CodeExecutionToolDefinition`
would have landed in their `toolDefinitions` via the registry).

- Add `codeEnvAvailable?` to `DiscoverConnectedAgentsParams` and
  forward it verbatim on every sub-agent `initializeAgent` call.
- Update the three JS call sites that construct the primary's
  `codeEnvAvailable` (`services/Endpoints/agents/initialize.js`,
  `controllers/agents/openai.js`, `controllers/agents/responses.js`)
  to pass the same flag into `discoverConnectedAgents` — one
  authoritative source per request.
- Two regression tests in `discovery.spec.ts` pin the true/false
  passthrough so a future refactor that drops the param-forwarding
  surfaces immediately.

Left intentionally unchanged: `packages/api/src/agents/openai/service.ts`
(public API helper with no in-repo caller). External consumers of
`createAgentChatCompletion` who want code execution should pass a
`codeEnvAvailable`-aware `initializeAgent` via `deps` — documenting
the full public-API surface is out of scope for this Phase 8 PR.

* 🔗 fix: Thread codeEnvAvailable through addedConvo + memory-agent paths

Round-3 codex review caught the last two production `initializeAgent`
callers missing the Phase-8 capability flag:

- `api/server/services/Endpoints/agents/addedConvo.js` (multi-convo
  parallel agent execution). Added `codeEnvAvailable` to
  `processAddedConvo`'s destructured params and forwarded it into
  the per-added-agent `initializeAgent` call. Caller in
  `api/server/services/Endpoints/agents/initialize.js` passes the
  same `codeEnvAvailable` it computed for the primary.
- `api/server/controllers/agents/client.js` (`useMemory` — memory
  extraction agent). Computes its own `codeEnvAvailable` from
  `appConfig?.endpoints?.[EModelEndpoint.agents]?.capabilities` and
  forwards into `initializeAgent`. Memory agents rarely list
  `execute_code`, but if one does, pre-Phase 8 they got the legacy
  `execute_code` tool registered unconditionally — the passthrough
  restores parity.

With this, every production caller of `initializeAgent` explicitly
resolves the capability: main chat flow (primary + handoff), OpenAI
chat completions (primary + handoff), Responses API (primary + handoff),
added convo parallel agents, and memory agents. The one remaining
caller, `packages/api/src/agents/openai/service.ts::createAgentChatCompletion`,
is a public API helper with no in-repo consumer (external callers
must pass a capability-aware `initializeAgent` via `deps`).

* 🪤 fix: Remove duplicate appConfig declaration causing TDZ ReferenceError

The Responses API controller had TWO `const appConfig = req.config;`
bindings inside `createResponse`: one at the top of the function
(added by the Phase 4 `bash_tool` decouple) and one inside the try
block (added by the polish PR #12760). Because `const` is block-scoped
with a temporal dead zone, the inner redeclaration put `appConfig` in
TDZ for the entire try block, so any earlier reference inside the
try — notably `appConfig?.endpoints?.[EModelEndpoint.agents]?.allowedProviders`
at line 348 — threw `ReferenceError: Cannot access 'appConfig'
before initialization`. The error was silently swallowed by the
outer try/catch, leaving `recordCollectedUsage` unreached and the
six `responses.unit.spec.js` token-usage tests failing.

Removing the inner redeclaration fixes the six failing tests
(verified: 11/11 pass locally post-fix, 0 regressions elsewhere).
The outer function-scoped binding already provides `appConfig` to
every downstream reference.

* 🔗 fix: Thread codeEnvAvailable through the OpenAI chat-completion public API

Round-4 codex review (legitimate on the type-safety angle, even though the
runtime concern was already covered): the `createAgentChatCompletion`
helper defines its own narrower `InitializeAgentParams` interface locally,
and the type was missing `codeEnvAvailable`. External consumers who
supply a capability-aware `deps.initializeAgent` couldn't route
`codeEnvAvailable` through without a type-cast workaround.

- Widen the local `InitializeAgentParams` interface to include
  `codeEnvAvailable?: boolean` (matches the real
  `packages/api/src/agents/initialize.ts` type).
- Derive `codeEnvAvailable` inside `createAgentChatCompletion` from
  `deps.appConfig?.endpoints?.agents?.capabilities` (the same source
  the in-repo controllers use) and forward to `deps.initializeAgent`.
  Uses a string literal `'execute_code'` lookup so this file stays free
  of a `librechat-data-provider` import — keeping the dependency surface
  of the public helper minimal.

With this, external consumers of `createAgentChatCompletion` who pass
`appConfig` with the agents capabilities get `bash_tool` + `read_file`
registration automatically; consumers who don't pass `appConfig` retain
the existing "explicit opt-in" semantics (the flag stays `undefined`,
expansion is skipped).

* 🧹 chore: Review-driven polish — observability log, JSDoc DRY, test gaps, no-op allocation

Addresses the comprehensive review of PR #12767:

- **Finding #1** (MINOR, observability): `initializeAgent` now emits a
  debug log when an agent lists `execute_code` in its tools but the
  runtime gate is off (`params.codeEnvAvailable` !== true). The
  event-driven `loadToolDefinitionsWrapper` path doesn't log
  capability-disabled warnings, so without this the tool silently
  vanishes from the LLM's definitions with zero trace. Operators
  debugging "why isn't code interpreter working?" now get a signal at
  the initialize layer.

- **Finding #5** (NIT, allocation): `registerCodeExecutionTools` now
  returns the input `toolDefinitions` array by reference on the no-op
  path (both tools already registered by a prior caller in the same
  run) instead of allocating a fresh spread array every time. The
  common dual-call scenario — `initializeAgent` then
  `injectSkillCatalog` — saves one O(n) copy per request.

- **Finding #4** (NIT, DRY): Collapsed the duplicated 6-line JSDoc
  comment in `openai.js`, `responses.js`, and `addedConvo.js` into
  either a one-line `@see DiscoverConnectedAgentsParams.codeEnvAvailable`
  pointer (the two JS call sites) or a compact 3-line block referring
  back to the canonical source (addedConvo's @param).

- **Finding #2** (MINOR, test gap): Added
  `api/server/services/Endpoints/agents/addedConvo.spec.js` with three
  cases covering `codeEnvAvailable=true`, `codeEnvAvailable=false`,
  and omitted (undefined) passthrough. A future refactor that drops
  the param from destructuring now surfaces here instead of silently
  regressing multi-convo parallel agents with `execute_code`.

- **Finding #3** (MINOR, test gap): Added
  `api/server/controllers/agents/__tests__/client.memory.spec.js`
  pinning the capability-flag derivation that `AgentClient::useMemory`
  uses — six cases covering present/absent/null/undefined config shapes
  plus an enum-literal pin (`'execute_code'` / `'agents'`). Catches
  enum renames or config-path shifts that would otherwise silently
  strip `bash_tool` + `read_file` from memory agents.

Finding #7 (jest.mock scoping, confidence 40) left as-is: the
reviewer's own risk assessment noted `buildToolSet` doesn't touch
the mocked exports, and restructuring a file-level `jest.mock` to
`jest.doMock` + dynamic `import()` introduces more complexity than
the speculative risk justifies. The existing mock is scoped to the
test file and contains the same stubs the adjacent
`skills.test.ts` already uses.

Finding #6 (PR description commit count) addressed out-of-band via
PR description update.

All existing tests pass, typecheck clean, lint clean across touched
files. New tests: 9 cases across 2 new spec files.

* 🧽 refactor: Replace hardcoded 'execute_code' string with AgentCapabilities enum in service.ts

Follow-up review (conf 55) caught that `openai/service.ts`'s Phase 8
`codeEnvAvailable` derivation used the literal `'execute_code'` while
every in-repo controller uses `AgentCapabilities.execute_code` from
`librechat-data-provider`. The file deliberately uses local type
interfaces to keep the public API helper's type surface small, but
that pattern was never a ban on single-value imports from the data
provider — `packages/api` already depends on it. Importing the enum
value means a future rename of `AgentCapabilities.execute_code`
propagates to this file automatically, matching the in-repo
controllers' behavior.

Other follow-up findings left as-is per the reviewer's own verdict:

- #2 (memory spec mirrors the production expression rather than
  calling `AgentClient::useMemory` directly): reviewer flagged as
  "not blocking" / "design-philosophy observation." The test file's
  JSDoc already explicitly documents the tradeoff and pins the enum
  literals to catch the most likely drift vector. Standing up
  `AgentClient` + all its mocks for a one-line regression guard is
  disproportionate.
- #3 (`addedConvo.spec.js` mock signature vs. underlying
  `loadAddedAgent` arity): reviewer's own confidence 25 noted the
  mock matches the wrapper's actual call pattern in the production
  file. Not a real gap.
- #4 was self-retracted as a false alarm.

* 🗑️ refactor: Fully deprecate CODE_API_KEY — remove all LibreChat-side references

The code-execution sandbox no longer authenticates via a per-run
`CODE_API_KEY` (frontend or backend). Auth moved server-side into the
agents library / sandbox service, so LibreChat drops every reference:

**Backend plumbing:**
- `api/server/services/Files/Code/crud.js`: `getCodeOutputDownloadStream`,
  `uploadCodeEnvFile`, `batchUploadCodeEnvFiles` no longer accept
  `apiKey` or send the `X-API-Key` header.
- `api/server/services/Files/Code/process.js`: `processCodeOutput`,
  `getSessionInfo`, `primeFiles` drop the `apiKey` param throughout.
- `api/server/services/ToolService.js`: stop reading
  `process.env[EnvVar.CODE_API_KEY]` for `primeCodeFiles` and PTC; the
  agents library handles auth internally. Remove the now-dead
  `loadAuthValues` + `EnvVar` imports. Drop the misleading
  "LIBRECHAT_CODE_API_KEY" hint from the bash_tool error log.
- `api/server/services/Files/process.js`: remove the `loadAuthValues`
  call around `uploadCodeEnvFile`.
- `api/server/routes/files/files.js`: code-env file download no longer
  fetches a per-user key.
- `api/server/controllers/tools.js`: `execute_code` is no longer a
  tool that needs verifyToolAuth with `[EnvVar.CODE_API_KEY]` — the
  endpoint always reports system-authenticated so the client skips
  the key-entry dialog. `processCodeOutput` called without `apiKey`.
- `api/server/controllers/agents/callbacks.js`: `processCodeOutput`
  invoked without the loadAuthValues round trip, for both LegacyHandler
  and Responses-API handlers.
- `api/app/clients/tools/util/handleTools.js`: `createCodeExecutionTool`
  called with just `user_id` + files.

**packages/api:**
- `packages/api/src/agents/skillFiles.ts`: `PrimeSkillFilesParams`,
  `PrimeInvokedSkillsDeps`, `primeSkillFiles`, `primeInvokedSkills` all
  drop the `apiKey` param; the gate is purely `codeEnvAvailable`.
- `packages/api/src/agents/handlers.ts`: `handleSkillToolCall` drops
  the `process.env[EnvVar.CODE_API_KEY]` read; skill-file priming is
  now gated solely on `codeEnvAvailable`. `ToolExecuteOptions`
  signatures drop apiKey from `batchUploadCodeEnvFiles` and
  `getSessionInfo`.
- `packages/api/src/agents/skillConfigurable.ts`: JSDoc no longer
  references the env var.
- `packages/api/src/tools/classification.ts`: PTC creation no longer
  gated on `loadAuthValues`; `buildToolClassification` drops the
  `loadAuthValues` dep entirely (no LibreChat-side callers need it for
  this path anymore).
- `packages/api/src/tools/definitions.ts`: `LoadToolDefinitionsDeps`
  drops the `loadAuthValues` field.

**Frontend:**
- Delete `client/src/hooks/Plugins/useAuthCodeTool.ts`,
  `useCodeApiKeyForm.ts`, and
  `client/src/components/SidePanel/Agents/Code/ApiKeyDialog.tsx` —
  the install/revoke dialogs for CODE_API_KEY are fully dead.
- `BadgeRowContext.tsx`: drop `codeApiKeyForm` from the context type and
  provider. `codeInterpreter` toggle treated as always authenticated
  (sandbox auth is server-side).
- `ToolsDropdown.tsx`, `ToolDialogs.tsx`, `CodeInterpreter.tsx`,
  `RunCode.tsx`, `SidePanel/Agents/Code/Action.tsx` +`Form.tsx`: all
  API-key dialog trigger refs, "Configure code interpreter" gear
  buttons, and auth-verification plumbing removed. The
  "Code Interpreter" toggle is now a plain `AgentCapabilities.execute_code`
  checkbox — no key-entry gate.
- `client/src/locales/en/translation.json`: drop the three
  `com_ui_librechat_code_api*` keys and `com_ui_add_code_interpreter_api_key`.
  Other locales are externally automated per CLAUDE.md.

**Config:**
- `.env.example`: remove the `# LIBRECHAT_CODE_API_KEY=your-key` section
  and its header.

**Tests:**
- `crud.spec.js`: assertions flipped to pin "no X-API-Key header" and
  "no apiKey param".
- `skillFiles.spec.ts`: removed env-var save/restore; tests now pin
  that the batch-upload path is gated solely on `codeEnvAvailable` and
  that no apiKey is threaded through.
- `handlers.spec.ts`: same — just the `codeEnvAvailable` gate pins
  remain.
- `classification.spec.ts`: remove the two tests that asserted
  `loadAuthValues` was (not) called for PTC.
- `definitions.spec.ts`: drop every `loadAuthValues: mockLoadAuthValues`
  entry from the deps shape.
- `process.spec.js`: strip the mock of `EnvVar.CODE_API_KEY`.

**Comment hygiene:**
- `tools.ts`, `initialize.ts`, `registry/definitions.ts`: shortened
  stale comment references to "legacy `execute_code` tool" without
  naming the retired env var.

Tests verified: 678 packages/api tests pass, 836 backend api tests
pass. Typecheck clean, lint clean. Only remaining CODE_API_KEY
mentions in the code are two regression-guard assertions:
- `crud.spec.js`: pins "no X-API-Key header" stays absent.
- `skillConfigurable.spec.ts`: pins `configurable` never grows a
  `codeApiKey` field.

* 🧹 chore: Remove the last two CODE_API_KEY name mentions in LibreChat

Follow-up to the prior full deprecation commit: two tests still named
the retired identifier in their regression-guard assertions.

- `packages/api/src/agents/skillConfigurable.spec.ts`: drop the
  "does not inject a codeApiKey key" test. The `codeApiKey` field is
  gone from the production configurable shape, so an absence-assertion
  naming it re-introduces the retired identifier in code.
- `api/server/services/Files/Code/crud.spec.js`: rename the
  "without an X-API-Key header" case back to "should request stream
  response from the correct URL" and drop the
  `expect(headers).not.toHaveProperty('X-API-Key')` assertion. The
  surrounding request-shape checks (URL, timeout, responseType) still
  pin the behavior; the explicit header-absence line was named-after
  the deprecated contract.

Result: `grep -rn "CODE_API_KEY\|codeApiKey\|LIBRECHAT_CODE_API_KEY"`
against the LibreChat source tree returns zero hits. The only
remaining `X-API-Key` strings in this repo are on unrelated OpenAPI
Action + MCP server auth configurations, where the string is
user-facing config, not a LibreChat-owned identifier.

Tests: 677 packages/api pass (2 pre-existing summarization e2e failures
unrelated); 126 api-workspace controller/service tests pass.
Typecheck and lint clean.

* 🎯 fix: Narrow codeEnvAvailable to per-agent (admin cap AND agent.tools)

Before this commit, `codeEnvAvailable` was computed in the three JS
controllers as the admin-level capability flag only
(`enabledCapabilities.has(AgentCapabilities.execute_code)`) and passed
through `initializeAgent` → `injectSkillCatalog` / `primeInvokedSkills` /
`enrichWithSkillConfigurable` unchanged. A skills-only agent whose
`tools` array didn't include `execute_code` still got `bash_tool`
registered (via `injectSkillCatalog`) and skill files re-primed to the
sandbox on every turn — wrong, because the agent never opted in to
code execution.

**Fix:** `initializeAgent` now computes the per-agent effective value
once as `params.codeEnvAvailable === true && agent.tools.includes(Tools.execute_code)`,
reuses the same boolean for:

1. The `execute_code` → `bash_tool + read_file` expansion gate
   (previously already consulted `agent.tools`; now shares the single
   `effectiveCodeEnvAvailable` binding).
2. The `injectSkillCatalog` call (previously got the raw admin flag).
3. The returned `InitializedAgent.codeEnvAvailable` field (new, typed as
   required boolean).

**Controllers (initialize.js, openai.js, responses.js):** store
`primaryConfig.codeEnvAvailable` in `agentToolContexts.set(primaryId, ...)`,
capture `config.codeEnvAvailable` in every handoff `onAgentInitialized`
callback, and read it from the per-agent ctx inside the
`toolExecuteOptions.loadTools` runtime closure. The hoisted
`const codeEnvAvailable = enabledCapabilities.has(...)` locals in the
two OpenAI-compat controllers are gone — they were shadowing the
narrowed per-agent value.

**primeInvokedSkills:** `handlePrimeInvokedSkills` in
`services/Endpoints/agents/initialize.js` now uses
`primaryConfig.codeEnvAvailable` (per-agent, narrowed) instead of the
raw admin flag. A skills-only primary agent won't re-prime historical
skill files to the sandbox even when the admin enabled the capability
globally.

**Efficiency:** one extra `&&` in `initializeAgent`. No runtime hot-path
cost — the `includes()` scan on `agent.tools` was already happening for
the `execute_code` expansion gate; it's now just bound to a local. Tool
execution closures read `ctx.codeEnvAvailable === true` (property
access + strict equality, O(1)).

**Ephemeral-agent note:** per-agent narrowing is authoritative for both
persisted and ephemeral flows. The ephemeral toggle
(`ephemeralAgent.execute_code`) is reconciled into `agent.tools`
upstream in `packages/api/src/agents/added.ts`, so
`agent.tools.includes('execute_code')` is the single source of truth
by the time `initializeAgent` runs.

**Tests:** two new regression tests pin the narrowing contract:

- `initialize.test.ts` — four-quadrant matrix on
  `InitializedAgent.codeEnvAvailable` (cap on × agent asks, cap on ×
  doesn't ask, cap off × asks, neither). Catches future refactors that
  drop either half of the AND.
- `skills.test.ts` — `injectSkillCatalog` with `codeEnvAvailable: false`
  against an active skill catalog must NOT register `bash_tool` even
  though it still registers `read_file` + `skill`. This is the state
  a skills-only agent gets post-narrowing.

All 191 affected packages/api tests pass + 836 backend api tests pass.
Typecheck clean, lint clean.

* 🧽 refactor: Comprehensive-review polish — hoist tool defs, pin verifyToolAuth contract, doc appConfig

Addresses the comprehensive review of Phase 8. Findings mapped:

**#1 (MINOR): `verifyToolAuth` unconditional auth for execute_code**
- Added doc comment explicitly stating the deployment contract
  (admin capability → reachable sandbox; no per-check health probe
  to keep UI-gate queries O(1)).
- New `api/server/controllers/__tests__/tools.verifyToolAuth.spec.js`
  with 4 regression tests pinning the contract:
  1. `authenticated: true` + `SYSTEM_DEFINED` for execute_code.
  2. 404 for unknown tool IDs.
  3. `loadAuthValues` is never consulted (catches a future revert
     that would resurface the per-user key-entry dialog).
  4. Response `message` is never `USER_PROVIDED`.

**#2 (MINOR): `openai/service.ts` undocumented `appConfig` dependency**
- Expanded the `ChatCompletionDependencies.appConfig` JSDoc to spell
  out that omitting it silently disables code execution for agents
  with `execute_code` in their tools. External consumers of
  `createAgentChatCompletion` now have the contract documented at
  the type boundary.

**#5 (NIT): `registerCodeExecutionTools` re-allocates tool defs**
- Hoisted `READ_FILE_DEF` and `BASH_TOOL_DEF` to module-level
  `Object.freeze`d constants. The shapes derive entirely from
  static `@librechat/agents` exports, so a single frozen object per
  tool is safe to share across every agent init. Eliminates the
  ~4-property allocations on every call (including the common
  second-call no-op path).

**#6 (NIT): Verbose history-priming comment in initialize.js**
- Trimmed the 16-line `handlePrimeInvokedSkills` block to a 5-line
  summary with `@see InitializedAgent.codeEnvAvailable` pointer.
  The canonical narrowing explanation lives on the type; the
  controller comment is just the ACL-vs-capability rationale.

**Skipped:**

- #3 (memory spec tests a mirror function): reviewer self-dismissed
  as a design tradeoff; the enum-literal pin already catches the
  highest-risk drift vector.
- #4 (cross-repo contract for `createCodeExecutionTool`): user will
  explicitly install the latest `@librechat/agents` dev version
  once the companion PR publishes, so the version pin will be
  authoritative.
- #7 (migration/deprecation note for self-hosters): out of scope
  per user direction — release notes handle this.

Tests verified: 679 packages/api + 840 backend api tests pass.
Typecheck + lint clean.

* 🔧 chore: Update @librechat/agents version to 3.1.68-dev.1 across package-lock and package.json files

This commit updates the version of the `@librechat/agents` package from `3.1.68-dev.0` to `3.1.68-dev.1` in the `package-lock.json` and relevant `package.json` files. This change ensures consistency across the project and incorporates any updates or fixes from the new version.
2026-04-25 04:02:01 -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
04e65bb21a
🧹 chore: Move direct model usage from PermissionsController to data-schemas 2026-03-21 15:20:15 -04:00
Danny Avila
87a3b8221a
🧹 chore: Consolidate getSoleOwnedResourceIds into data-schemas and use db object in PermissionService
Move getSoleOwnedResourceIds from PermissionService to data-schemas aclEntry methods,
update PermissionService to use the db object pattern instead of destructured imports
from ~/models, and update UserController + tests accordingly.
2026-03-21 14:28:57 -04:00
Danny Avila
67db0c1cb3
🗑️ chore: Remove Action Test Suite and Update Mock Implementations (#12268)
- Deleted the Action test suite located in `api/models/Action.spec.js` to streamline the codebase.
- Updated various test files to reflect changes in model mocks, consolidating mock implementations for user-related actions and enhancing clarity.
- Improved consistency in test setups by aligning with the latest model updates and removing redundant mock definitions.
2026-03-21 14:28:55 -04:00
Danny Avila
1ecff83b20
🪦 fix: ACL-Safe User Account Deletion for Agents, Prompts, and MCP Servers (#12314)
* fix: use ACL ownership for prompt group cleanup on user deletion

deleteUserPrompts previously called getAllPromptGroups with only an
author filter, which defaults to searchShared=true and drops the
author filter for shared/global project entries. This caused any user
deleting their account to strip shared prompt group associations and
ACL entries for other users.

Replace the author-based query with ACL-based ownership lookup:
- Find prompt groups where the user has OWNER permission (DELETE bit)
- Only delete groups where the user is the sole owner
- Preserve multi-owned groups and their ACL entries for other owners

* fix: use ACL ownership for agent cleanup on user deletion

deleteUserAgents used the deprecated author field to find and delete
agents, then unconditionally removed all ACL entries for those agents.
This could destroy ACL entries for agents shared with or co-owned by
other users.

Replace the author-based query with ACL-based ownership lookup:
- Find agents where the user has OWNER permission (DELETE bit)
- Only delete agents where the user is the sole owner
- Preserve multi-owned agents and their ACL entries for other owners
- Also clean up handoff edges referencing deleted agents

* fix: add MCP server cleanup on user deletion

User deletion had no cleanup for MCP servers, leaving solely-owned
servers orphaned in the database with dangling ACL entries for other
users.

Add deleteUserMcpServers that follows the same ACL ownership pattern
as prompt groups and agents: find servers with OWNER permission,
check for sole ownership, and only delete those with no other owners.

* style: fix prettier formatting in Prompt.spec.js

* refactor: extract getSoleOwnedResourceIds to PermissionService

The ACL sole-ownership detection algorithm was duplicated across
deleteUserPrompts, deleteUserAgents, and deleteUserMcpServers.
Centralizes the three-step pattern (find owned entries, find other
owners, compute sole-owned set) into a single reusable utility.

* refactor: use getSoleOwnedResourceIds in all deletion functions

- Replace inline ACL queries with the centralized utility
- Remove vestigial _req parameter from deleteUserPrompts
- Use Promise.all for parallel project removal instead of sequential awaits
- Disconnect live MCP sessions and invalidate tool cache before deleting
  sole-owned MCP server documents
- Export deleteUserMcpServers for testability

* test: improve deletion test coverage and quality

- Move deleteUserPrompts call to beforeAll to eliminate execution-order
  dependency between tests
- Standardize on test() instead of it() for consistency in Prompt.spec.js
- Add assertion for deleting user's own ACL entry preservation on
  multi-owned agents
- Add deleteUserMcpServers integration test suite with 6 tests covering
  sole-owner deletion, multi-owner preservation, session disconnect,
  cache invalidation, model-not-registered guard, and missing MCPManager
- Add PermissionService mock to existing deleteUser.spec.js to fix
  import chain

* fix: add legacy author-based fallback for unmigrated resources

Resources created before the ACL system have author set but no AclEntry
records. The sole-ownership detection returns empty for these, causing
deleteUserPrompts, deleteUserAgents, and deleteUserMcpServers to silently
skip them — permanently orphaning data on user deletion.

Add a fallback that identifies author-owned resources with zero ACL
entries (truly unmigrated) and includes them in the deletion set. This
preserves the multi-owner safety of the ACL path while ensuring pre-ACL
resources are still cleaned up regardless of migration status.

* style: fix prettier formatting across all changed files

* test: add resource type coverage guard for user deletion

Ensures every ResourceType in the ACL system has a corresponding cleanup
handler wired into deleteUserController. When a new ResourceType is added
(e.g. WORKFLOW), this test fails immediately, preventing silent data
orphaning on user account deletion.

* style: fix import order in PermissionService destructure

* test: add opt-out set and fix test lifecycle in coverage guard

Add NO_USER_CLEANUP_NEEDED set for resource types that legitimately
require no per-user deletion. Move fs.readFileSync into beforeAll so
path errors surface as clean test failures instead of unhandled crashes.
2026-03-19 17:46:14 -04:00
Danny Avila
93952f06b4
🧯 fix: Remove Revoked Agents from User Favorites (#12296)
* 🧯 fix: Remove revoked agents from user favorites

When agent access is revoked, the agent remained in the user's favorites
causing repeated 403 errors on page load. Backend now cleans up favorites
on permission revocation; frontend treats 403 like 404 and auto-removes
stale agent references.

* 🧪 fix: Address review findings for stale agent favorites cleanup

- Guard cleanup effect with ref to prevent infinite loop on mutation
  failure (Finding 1)
- Use validated results.revoked instead of raw request payload for
  revokedUserIds (Finding 3)
- Stabilize staleAgentIds memo with string key to avoid spurious
  re-evaluation during drag-drop (Finding 5)
- Add JSDoc with param types to removeRevokedAgentFromFavorites
  (Finding 7)
- Return promise from removeRevokedAgentFromFavorites for testability
- Add 7 backend tests covering revocation cleanup paths
- Add 3 frontend tests for 403 handling and stale cleanup persistence
2026-03-19 15:15:10 -04:00
Danny Avila
71a3b48504
🔑 fix: Require OTP Verification for 2FA Re-Enrollment and Backup Code Regeneration (#12223)
* fix: require OTP verification for 2FA re-enrollment and backup code regeneration

* fix: require OTP verification for account deletion when 2FA is enabled

* refactor: Improve code formatting and readability in TwoFactorController and UserController

- Reformatted code in TwoFactorController and UserController for better readability by aligning parameters and breaking long lines.
- Updated test cases in deleteUser.spec.js and TwoFactorController.spec.js to enhance clarity by formatting object parameters consistently.

* refactor: Consolidate OTP and backup code verification logic in TwoFactorController and UserController

- Introduced a new `verifyOTPOrBackupCode` function to streamline the verification process for TOTP tokens and backup codes across multiple controllers.
- Updated the `enable2FA`, `disable2FA`, and `deleteUserController` methods to utilize the new verification function, enhancing code reusability and readability.
- Adjusted related tests to reflect the changes in verification logic, ensuring consistent behavior across different scenarios.
- Improved error handling and response messages for verification failures, providing clearer feedback to users.

* chore: linting

* refactor: Update BackupCodesItem component to enhance OTP verification logic

- Consolidated OTP input handling by moving the 2FA verification UI logic to a more consistent location within the component.
- Improved the state management for OTP readiness, ensuring the regenerate button is only enabled when the OTP is ready.
- Cleaned up imports by removing redundant type imports, enhancing code clarity and maintainability.

* chore: lint

* fix: stage 2FA re-enrollment in pending fields to prevent disarmament window

enable2FA now writes to pendingTotpSecret/pendingBackupCodes instead of
overwriting the live fields. confirm2FA performs the atomic swap only after
the new TOTP code is verified. If the user abandons mid-flow, their
existing 2FA remains active and intact.
2026-03-14 01:51:31 -04:00