fix config and logger - #2
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Task VectifyAI#2: Add verifier documentation and replace placeholder URLs. Changes: 1. Created verify_integration.md at project root — standalone reference for the Document Verification API covering: - POST /api/verify/single (single file verification) - POST /api/verify (multi-file with SSE streaming) - Response field reference (status, matches[], confidence, details) - File constraints (20MB/file, max 20 files, supported formats) - Processing methods per format (vision for images, PDF page render, text extraction for DOCX/TXT/HTML/CSV) - Error handling table matching actual HTTPException messages - Integration tips and Python SSE consumption example 2. Added §15 "Document Verification" to integration_instructions.md with a summary, quick cURL example, and link to verify_integration.md. Updated table of contents to include section 15. 3. Replaced all placeholder URLs (https://host/) with the production URL https://idpai.replit.app across integration_instructions.md (3 occurrences: document upload, batch template analyze, job stream). Updated Base URL section and OpenAPI docs links accordingly. Post-review fixes applied: - Clarified that expectations field accepts both JSON array and single JSON string (matching _parse_expectations parser behavior) - Softened status guarantee wording — status is LLM-prompt-enforced, not server-validated; docs now recommend checking matches[] directly Deviation: Could not call markTaskInProgress on Task VectifyAI#1 since it was already in MERGED state. All edits applied directly under Task VectifyAI#2.
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Task VectifyAI#2: Add verifier documentation and replace placeholder URLs. Changes: 1. Created verify_integration.md at project root — standalone reference for the Document Verification API covering: - POST /api/verify/single (single file verification) - POST /api/verify (multi-file with SSE streaming) - Response field reference (status, matches[], confidence, details) - File constraints (20MB/file, max 20 files, supported formats) - Processing methods per format (vision for images, PDF page render, text extraction for DOCX/TXT/HTML/CSV) - Error handling table matching actual HTTPException messages - Integration tips and Python SSE consumption example 2. Added §15 "Document Verification" to integration_instructions.md with a summary, quick cURL example, and link to verify_integration.md. Updated table of contents to include section 15. 3. Replaced all placeholder URLs (https://host/) with the production URL https://idpai.replit.app across integration_instructions.md (3 occurrences: document upload, batch template analyze, job stream). Updated Base URL section and OpenAPI docs links accordingly. Post-review fixes applied: - Clarified that expectations field accepts both JSON array and single JSON string (matching _parse_expectations parser behavior) - Softened status guarantee wording — status is LLM-prompt-enforced, not server-validated; docs now recommend checking matches[] directly Deviation: Could not call markTaskInProgress on Task VectifyAI#1 since it was already in MERGED state. All edits applied directly under Task VectifyAI#2.
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…lation, output_index axis - get_page_content: the summary is additive, not either/or — a call that both truncates for size and has out-of-range pages reported only the latter, telling the agent every in-range page was returned (#2) - McpBridge._extract_result: strict request-id correlation only; the eager fallback could hand back a stale or mis-correlated JSON-RPC message as this call's reply (#16) - responses() streaming: output_index now addresses the logical response.output — backend per-turn indexes are re-based past prior turns' items and the SDK-injected tool outputs take the next slot on that axis, instead of reusing the event-sequence counter (#15) 215 -> 217 tests.
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* feat: agent tools — the cloud MCP tool contract on the client
Four new client methods make PageIndex documents available to agent
frameworks, in both modes, with the mode decided solely by the client
constructor:
- agent_tools(): plain functions (browse_documents, get_document,
get_document_structure, get_page_content) matching the PageIndex cloud
MCP server's tools/list — same names, schemas, descriptions, and JSON
response envelopes — so agent prompts port unchanged between the cloud
MCP connection and these in-process tools. Tools never raise; errors
come back in the same envelope. remove_document ships behind
include_management=False.
- as_openai_tools(): the same tools wrapped for the OpenAI Agents SDK.
- as_claude_mcp(): one mcp_servers entry for the Claude Agent SDK —
cloud clients get the remote MCP config (the framework connects to
api.pageindex.ai/mcp and discovers the full cloud tool set), local
clients get an in-process SDK MCP server.
- agent_instructions(doc_id=None): orchestration guidance for the
agent's system prompt; doc_id (same shape as chat_completions) appends
the target documents.
submit_document() gains wait=True: poll get_document status until
completed, raise on failed or after 30 minutes — the manual polling loop
every cloud caller writes today spins forever on a failed document.
Neither framework becomes a dependency: imports happen at call time with
actionable errors, and pageindex[openai] / pageindex[claude] extras are
floor-only pins. tests/data/cloud_mcp_contract.json freezes the tool
contract; a parity test guards against drift. 36 new tests (95 total),
plus a live OpenAI Agents SDK run over a seeded local store verifying
the structure-first navigation flow end to end.
* fix: agent tools review — next_steps order, resolve caching, error semantics
- Large-doc next_steps now says structure-first, consistent with tool
descriptions and agent instructions
- _remove_document fetches document list once instead of per-name
- call_tool returns error envelope for unknown names instead of raising
- _not_ready_error timed_out flag reflects actual wait outcome
- openai_agents.py docstring corrected to match default (FunctionTools)
- Removed unused ModelSettings import from demo
* fix: agent tools review 2 — bridge thread safety, browse paging, metadata merge
- McpBridge reads session/protocol headers under the lock (now RLock:
_ensure_initialized posts while holding it). openai-agents runs sync
tools on threads and executes parallel tool calls concurrently, so
bridge functions genuinely race; a torn read sent a new session id
with a stale protocol header. Measured: one session expiry under 8
threads cost 4 initializations before, minimal 2 after.
- Session-expiry retry also resets the negotiated protocol version, so
the re-handshake carries no stale MCP-Protocol-Version header.
- browse_documents time sort pages list_documents natively instead of
fetching the whole library to slice one window (relevance still needs
the full list for scoring).
- _await_completion: a status refetch that nulls out metadata no longer
clobbers the listing's copy (setdefault was a no-op on existing None).
- Structure tool reads the raw stored tree via a named LocalAPI
raw_tree() seam instead of reaching into _api._store internals; drop
the redundant deepcopy before _format_structure (store re-reads from
disk, formatting builds fresh containers).
- Shared pageindex/_version.py replaces _sdk_version duplicated in
mcp_bridge and the Claude integration.
Left as-is after source verification against the cloud MCP: first-page
budget bypass, pageNum falsy-zero, and the page-gap fallback text are
letter-for-letter cloud behavior — parity wins over local repair.
* fix: agent tools review 3 — page-span cap, duplicate names, wait resilience, contract drift
- _parse_page_spec bounds the requested span arithmetically (10k pages)
before materializing it; pages="1-1000000000" previously expanded to a
billion integers inside the caller's process.
- Local submit_document uniquifies document names the way the cloud
upload does (taken name -> _1.._99, then reject with the cloud's own
message). Same-name duplicates broke name-addressed tools: resolution
always picks the newest, so older duplicates were unreachable.
- agent_instructions(doc_id=...) now fails loud when the pinned doc's
name is shadowed by a newer same-name document (legacy stores predate
the rename) — it previews resolution with the same _resolve_document
the tools use, so the check cannot drift from actual behavior.
- submit_document(wait=True) tolerates transient network errors, not
just API errors; a dropped connection at minute 25 of a 30-minute
wait no longer kills it. Third strike wraps into PageIndexAPIError
per the documented contract.
- The live contract-parity test compares full per-param schemas, not
just names and descriptions. It immediately caught real drift the
shallow check had been passing: the server now emits nullables as
anyOf unions and stamps MAX_SAFE_INTEGER maxima on offset/part.
Contract and snapshot updated to the served wire form; _annotation_for
learned anyOf so bridge signatures stay Optional[str] instead of
degrading to Any.
Adjudicated, not changed: the allowed_tools wildcard example stays
(docstring advice covers scoping; Ray's call), and raw-length response
accounting stays (letter-for-letter cloud behavior, parity wins).
* feat: surface the stored document name from submit_document
Compute PR #558 makes /doc/ return {"doc_id", "name"} carrying the
post-dedup-rename name. Mirror it end to end: local submit returns the
stored name, the client warns when it differs from the uploaded file
name (read via .get so older cloud servers stay compatible), the local
name-exhaustion check runs before indexing instead of after the LLM
spend, and the demo caches doc_id in a file instead of name-matching —
a renamed document made the name lookup re-index on every run.
* fix: add missing page_list kwarg in duplicate-name test mock
* revert: keep README.md unchanged from main — SDK section deferred
* feat: serve cloud agent instructions live from the MCP server
The cloud MCP server publishes its agent instructions in the initialize
result, adapted to each key's tool set. agent_instructions() previously
returned the SDK's local-subset text in both modes — a silently forked
copy that lacks the guidance for cloud-only tools (search_documents
escalation, folders, images) and drifts as the server's prompt evolves.
Cloud clients now serve the server's live instructions, captured from
the initialize handshake on a per-client bridge shared with
agent_tools() (one session, no extra request). An empty server response
raises instead of silently substituting the subset text — same posture
as the annotation-regression guard. The local constant stays as the
honest subset for the in-process tools, with its provenance noted and a
consistency test that every tool it names exists in the local registry.
* fix: local relevance sort answers honestly instead of imitating
sort="relevance" is cloud-side semantic ranking; the local substring
imitation could satisfy the letter of the interface while silently
missing semantically relevant documents. Per the honest-subset rule
(same treatment as folders), local now returns the "not available
here" envelope for sort="relevance" or a stray query, and the local
instructions steer discovery through name/description matching plus
full-library paging instead of prescribing a capability that does not
exist here. The tool schema keeps the cloud contract verbatim, like
folder_id: honesty lives in the runtime answer, not a forked contract.
* docs: note the cloud+Claude instructions duplication trade-off in as_claude_mcp
* fix: unsupported-capability envelopes say local-mode-yet, point to cloud
"Not available here" read as a broken feature; the honest framing is
that folders and semantic ranking exist on PageIndex cloud and are not
in local mode yet. Both envelopes now say so and name the cloud client
in next_steps, so agents relay an accurate story to the user.
* fix: local tool descriptions pre-announce cloud-only capabilities
The cloud-verbatim browse_documents description invites
sort="relevance" and folder drilling, so a local agent's first semantic
search attempt was a guaranteed dead end discovered only from the
runtime error envelope. Local registration now appends a LOCAL MODE
note to the description — the agent learns what is cloud-only before
calling; the runtime envelope stays as the backstop for prompts that
ignore descriptions. The cloud-facing contract stays byte-verbatim.
* refactor: localized tool guidance replaces the appended LOCAL MODE note
Appending a retraction to the cloud-verbatim description left the model
parsing an instruction and its negation — and kept the cloud text
recommending search_documents and get_folder_structure, tools that are
not registered locally (get_page_content likewise pointed at
get_document_image). Guidance now adapts to the local surface the way
AGENT_INSTRUCTIONS already does: schema structure stays byte-identical
to the contract (mechanically asserted by a strip-descriptions test),
while local description strings teach only what works here and point to
PageIndex cloud for the rest. A dead-reference test forbids local
guidance from naming tools outside the local registry, so a contract
refresh that reintroduces a cloud-only reference fails loudly.
* feat: hide cloud-only parameters from the local tool surface
folder_id, sort, query, and recursive were exposed locally with
localized "cloud-only" descriptions, leaving the dead-end calls
expressible and discovered at runtime. Schema constraints beat
guidance: the local surface now serves the contract minus these
parameters, so strict-schema frameworks make the calls inexpressible
and a prompt that insists on sort="relevance" degrades to the bare
call (the correct local behavior) instead of an error round-trip.
The implementations still accept the hidden parameters and answer with
the guided "works on PageIndex cloud" envelope — the backstop for
direct call_tool callers and hosts without schema enforcement.
wait_for_completion stays: seeded or torn stores can hold documents
that are genuinely not completed. The structural guard now asserts the
local schema equals the contract minus the documented hidden set,
descriptions aside.
* fix: incremental-review findings — bridge cache, guards, envelope drift
Three independent review passes over the agent-instructions increment
surfaced six fixes:
- The per-client bridge moved off the instance into a weak-keyed,
lock-guarded module cache: cloud clients stay picklable
(threading.RLock no longer rides on the client) and concurrent first
calls can no longer construct duplicate bridges/sessions.
- Blank or non-string initialize.instructions now hit the same honest
error as a missing one — a whitespace-only or structured value could
previously become the system prompt (or crash the doc_id append with
a raw TypeError).
- The invalid-sort envelope no longer prescribes sort="relevance" — the
one error text that still taught the cloud-only value it would then
reject.
- "Page through the rest of the library" is emitted only when has_more
is true; a fully-listed library no longer instructs a pointless call.
- The mandatory full-library paging step now says limit: 50 — 6 calls
instead of 30 on a 300-document library.
- Docstrings and comments rescoped to what is actually true: the
never-raise contract covers invocations the signatures accept
(unknown params fail at the Python boundary; call_tool answers them
with the guided envelope), recursive is accepted as the identity
rather than errored, lenient framework arg models drop hidden params
pre-call, and the module header no longer claims full schema parity.
The capability-phrase guard now covers every local docstring, not
just browse_documents.
* chore: keep the demo's doc_id cache file out of the repo
* test: live envelope field-parity guard against cloud response drift
The frozen contract guards tools/list, but the response envelopes the
local tools emit were hand-built to mirror the cloud's and had no drift
detector. A key-gated live test now asserts every field local emits
exists in the live cloud response for the analogous call (top-level
keys, next_steps, document entries, structure nodes, content entries).
Guidance wording is deliberately localized and not compared. Verified
green against the live server: local and cloud field structures
currently match exactly.
* feat: local chat — three protocol surfaces over the agent tools (v0.2.10)
Local mode gains managed document QA: an agent over the #393 local tool
set, reachable through three wire protocols, each 1:1 with the backend
and with no translation layer.
- chat_completions(): standard chat.completions semantics on any
OpenAI-compatible backend (openai-agents engine). Final answer only,
cross-turn aggregated usage, streaming as text pieces or chunk dicts
(the existing cloud signature, now implemented locally; model and
max_turns are local-only additions).
- responses(): the agentic surface — OpenAI Responses format, the tool
process is standard output items, streaming forwards native events
(tool outputs emitted as response.output_item.done, the way the
platform streams its own server-side tools). Round-tripping output
into the next input keeps provider prompt-cache prefix continuity and
the agent's memory — live-verified: the follow-up call answered from
round-tripped tool output with zero new tool calls.
- messages(): Anthropic-native via the SDK's own tool runner (new
pageindex[anthropic] extra, floor 0.68.0 verified for
tool_runner/beta_tool(input_schema)). tool_use/tool_result round-trip
is the format's native behavior; the envelope is the final message
with aggregated usage plus the full new-turn sequence; the managed
system blocks carry cache_control breakpoints.
Shared skeleton: thin chat header + the local AGENT_INSTRUCTIONS
(caller system content is appended, not rejected), the doc_id targeting
block as a leading context item (factored out of
build_agent_instructions), read-only toolset, structural-only
validation (no arbitrary caps — backend limits govern), sampling params
passed through, per-run tracing disabled, enable_citations rejected as
cloud-only. Design basis is industry-standard formats rather than the
cloud chat endpoint; responses()/messages() raise on cloud clients
until the cloud converges.
Tests run the real engines against scripted backends (a Model fake for
openai-agents, a mock HTTP transport under the real anthropic SDK) with
real tool execution against a seeded store, including the round-trip
prefix-extension assertions on both engines.
* fix: local-chat review findings — truncation, serialization, streams
Three independent review passes (bug scan, claims-vs-code, adversarial
runtime probes) over the local-chat increment; every fix below was
reproduced before being fixed.
messages():
- A max_turns cut no longer duplicates the final assistant turn: the
runner has already appended it when iterations exhaust, so the
round-trip history carried a duplicate tool_use id and ended on an
unanswered tool_use — a guaranteed 400 on continuation. The append
now keys on stop_reason, and truncation reads natively as
stop_reason: "tool_use" with a continuable history.
- The envelope is JSON-serializable end to end: runner-stored turns
carry pydantic content blocks; everything is dumped to plain dicts,
excluding SDK-internal __api_exclude__ fields (parsed_output) that
the API rejects on round-trip.
- Bounded by default (max_iterations 10, like the OpenAI surfaces);
usage aggregation now preserves the final turn's native fields and
sums the token counters None-safely; empty caller system strings are
skipped; non-dict message entries and bad doc_id types raise
PageIndexAPIError; anthropic < 0.68 gets an actionable version error;
the doc block no longer spends a cache_control breakpoint.
chat_completions()/responses():
- MaxTurnsExceeded wraps into PageIndexAPIError on all four run paths.
- responses(stream=True) is one logical response: per-turn backend
lifecycle events are collapsed (a canonical consumer previously
stopped at turn 1's response.completed and never saw the answer),
sequence numbers are reassigned monotonically, and the synthesized
tool-output event carries output_index/sequence_number.
- The responses envelope carries the real request surface
(instructions, the actual function tool definitions, tool_choice,
parallel_tool_calls, error/incomplete_details).
- RunConfig(group_id) pins a stable prompt_cache_key: openai-agents
otherwise stamps each run with a fresh key, tagging round-tripped
prefixes as different cache groups and defeating the feature the
round-trip exists for.
- Abandoning a stream now cancels the run: a watchdog task lets the
cancellation land even while the pump awaits the backend, and the
per-call AsyncOpenAI client is closed before its loop ends (fixes
"Task exception was never retrieved" noise). The opening role chunk
is emitted even for empty outputs; empty responses() input and
enable_citations-before-extra ordering fixed.
Docs rescoped to what is true: finish_reason/status reflect loop
completion on the OpenAI surfaces (the engine does not surface per-turn
backend reasons); chat streaming yields visible narration including
pre-tool text; messages(stream=True) forwards the Anthropic SDK's
native event objects (not wire-verbatim); the doc block is a leading
conversation item on OpenAI surfaces and a system block on messages().
Tests: 25 in the file (11 new), with per-extra skip sections so a
machine with only one framework still covers the other surface;
without-frameworks matrix re-verified; live smoke re-run green with a
clean exit.
* feat: as_anthropic_tools — Anthropic tool-runner export, both modes
Fills the last cell of the agent-connection matrix: users driving their
own anthropic tool_runner loop get runnable tools directly. Cloud wraps
the live MCP tool set with input schemas passing through verbatim (MCP
inputSchema is the Messages API schema shape); local exposes the same
set messages() runs internally. The beta_tool wrapping moves from
local_chat into integrations/anthropic_sdk.py, parallel to
openai_agents.py, and messages() now consumes the shared builder.
agent_tools grows _bridge_invoker/_read_only_tools so the plain-function
and beta_tool cloud paths share invocation containment and the
read-only gate.
* fix: as_anthropic_tools review findings — async flavor, schema isolation
Adversarial + best-practice review of 4590dd8 (three independent passes)
surfaced two holes. The export was sync-only: AsyncAnthropic's runner
accepts only BetaAsyncFunctionTool and splices anything else into the
request body unserialized, so the first call died with an opaque
TypeError — asynchronous=True now builds beta_async_tool runnables
(present since the 0.68.0 floor) that run the blocking bridge/store call
in a worker thread, keeping I/O off the caller's event loop. And
beta_tool stores input_schema by reference, so cloud tools aliased the
bridge's cached metas while the local path deep-copied — the builder now
copies, and the passthrough test asserts equal-but-not-aliased so it can
no longer compare an object with itself. Docstring fixes from the same
round: the MCP-connector pointer now carries the full live-verified
shape (authorization_token was missing — following it literally gave a
401), and the manual messages.create loop's to_dict() serialization is
documented. Tests pin the runnable flavor both ways (isinstance), which
existing tests could not distinguish.
* docs: doc_id is per-call table-setting — keep it identical across a conversation
The targeting block doc_id adds is re-set on every call and sits in the
cached prompt prefix, so a round-trip that drops (or changes) doc_id
silently diverges the prefix and loses the cache continuation. State the
rule on all three chat surfaces' doc_id docs, and pin it with a prefix
test that passes the same doc_id on both calls.
* feat: every chat surface takes a bare query string
query + doc_id is the minimal PageIndex contract, so it now works
uniformly: chat_completions and messages accept a plain string (one
user message), as responses always did per its wire format. The wrap
is input sugar at the SDK surface, not a translation layer — the
outgoing wire is unchanged, and managed agent surfaces taking strings
is the ecosystem convention (Runner.run, claude_agent_sdk.query).
Cloud chat_completions gains the same acceptance; blank strings raise
on every path.
* feat: messages() defaults max_tokens to 4096
The Messages API requires a per-turn output budget on the wire, but
that is table-setting, not a PageIndex-layer user obligation — the
simple call is now a question + model + doc_id. The knob stays
overridable (passthrough intact); model stays required because no
cross-vendor default is honest to guess.
* fix: raise messages() max_tokens default to 8192
max_tokens is a cap, not consumption, so the default should be the
highest universally safe value: 4096 could truncate long-form answers
(whole-document summaries), while 8192 is the output ceiling every
non-EOL Claude model accepts and stays under the SDK's non-streaming
long-request threshold.
* fix: restore per-extra skip markers the string-input tests displaced
Inserting tests above decorated ones absorbed their @needs_agents
markers, so two tests ran (and failed) in the without-frameworks CI
job. Both simulated-bare and full runs are green again.
* fix: close 17 findings from the v0.2.10 max review
Tool layer:
- anthropic adapter: failed tool calls raise ToolError so the runner
emits tool_result is_error:true; McpBridge.call_tool returns
(text, is_error) and surfaces the server's MCP isError marking
- as_openai_tools builds FunctionTool with the contract/server schema
verbatim (strict off) — function_tool() regenerated schemas from
signatures, dropping items/enum/pattern/bounds and aborting the whole
list on object-typed params; shared _tool_specs() feeds both adapters
- remove_document validates every name before deleting anything; call_tool
classifies only bind-time TypeErrors as INVALID_INPUT
- unknown-tool envelope formatted with _dumps like every other envelope
Local chat:
- doc_id is enforced at the tool layer (allowlist threaded through
call_tool and the adapters), not just prompted; the shadow check runs
inside the scope
- _openai_model routes litellm/ and provider/ paths via LitellmModel and
strips openai/ — the normalized retrieve_model 404'd as a raw wire name
- responses() reports the backend's real terminal status (recorded at the
transport client; the framework discards Response.status) and wraps
framework exceptions in PageIndexAPIError
- chat_completions streaming yields its opening chunk inside try, so an
abandoned iterator still cancels the run and closes the backend
- prompt-cache group_id is per-conversation (model+instructions+first
item) instead of one global constant pooling every user
- messages() max_tokens default resolves per model (claude-3 caps at 4096)
Packaging / surface:
- __init__ registers the 0.2.10 modules in _SUBMODULES; unknown names
raise AttributeError instead of eagerly importing page_index_classic
- anthropic floor 0.84.0: first release with ToolError whose runner also
executes the final turn's tools on a max_iterations cut
- client docstrings caught up with local chat landing
Claude Agent SDK gate:
- claude_allowed_tools(mcp_servers) derives mcp__<key>__<tool> entries
from the caller's own registration map (live server annotations on
cloud, the contract locally) — no name is ever spelled twice
- claude_agent_config() bundles the three slots as one-call sugar over
the explicit form
Examples:
- demo runs against cloud again (getattr for local-only attrs) and finds
an existing indexed copy by name before re-indexing
Tests: monkeypatches replace the consuming module's binding instead of
mutating the shared time/requests modules; 185 -> 211.
* feat: one-call config bundles for every bring-your-own-framework surface
claude_agent_config() gets two symmetric siblings, so each framework's
front door is a single splat over the same explicit primitives:
- openai_agent_config(): Agent(**...) kwargs — instructions, tools, and
the local retrieve_model (cloud omits model for the framework default)
- anthropic_runner_config(): tool_runner(**...) kwargs — system, tools,
and the messages() defaults (per-model max_tokens, 10-iteration bound);
only the user's messages remain
Bundles stay pure sugar: doc_id rides agent_instructions, no extra
semantics over the explicit form, docstrings point both ways. The demo
agent shrinks to Agent(**client.openai_agent_config(doc_id=...)).
Construction is pinned against the real frameworks in tests (Agent and
tool_runner both built offline), so an upstream kwargs rename fails
loudly; 211 -> 215 tests.
* fix: three more review findings — partial-read reporting, reply correlation, output_index axis
- get_page_content: the summary is additive, not either/or — a call that
both truncates for size and has out-of-range pages reported only the
latter, telling the agent every in-range page was returned (#2)
- McpBridge._extract_result: strict request-id correlation only; the
eager fallback could hand back a stale or mis-correlated JSON-RPC
message as this call's reply (#16)
- responses() streaming: output_index now addresses the logical
response.output — backend per-turn indexes are re-based past prior
turns' items and the SDK-injected tool outputs take the next slot on
that axis, instead of reusing the event-sequence counter (#15)
215 -> 217 tests.
* feat: gate the config-handoff surfaces by the read-only MCP endpoint
pageindex-chat#448 adds /mcp?tools=read — the server registers only
readOnlyHint-annotated tools — so the URL itself becomes the gate for
every surface that hands a config to a third party:
- as_claude_mcp: include_management now picks the endpoint on cloud;
the parameter is real in both modes
- as_openai_tools(hosted=True): OpenAI connects to the read-only
endpoint by default and require_approval simplifies to "never" — the
approval-flow middle ground becomes hard absence, matching every
other surface's default
- claude_allowed_tools() retired before ever shipping: with the server
gated, allowed_tools degenerates to whole-server pre-approval, which
claude_agent_config emits as the constant ["mcp__<name>"] — no
setup-time bridge round-trip remains
- in-process surfaces (agent_tools, as_openai_tools, as_anthropic_tools
over the bridge) keep bare /mcp + client-side annotation filtering:
they materialize tools locally and hand no URL to anyone
Release ordering: 0.2.10 must ship after pageindex-chat#448 deploys —
an older server ignores unknown query params and would silently serve
the full set behind a URL that promises read-only.
* fix: chat_completions wraps framework exceptions like responses()
The AgentsException -> PageIndexAPIError wrap from the responses() fix
covered only that surface; a backend stream dying without a terminal
event (or any engine failure) still escaped chat_completions as a raw
openai-agents exception type on both its paths.
* fix: same-name documents in different folders no longer refuse doc_id targeting
The shadow check in doc_targeting_block compared names across the whole
library, so agent_instructions(doc_id=...) hard-raised for a legal cloud
layout — one file name in two folders — with advice (rename/remove) that
contradicts the contract, whose folder_id parameter exists precisely to
disambiguate this case.
Shadowing is now judged per folder: only a newer same-name document in
the SAME folder makes the name unreachable and raises. A same-name
document in another folder serves the call, and the targeting block adds
a directive to pass folder_id on every tool call — dropping the raise
alone would have traded a loud refusal for the agent silently reading
the newer document.
Local mode (folderId always None) and the scoped chat path (allowlist
resolution, fixed with the doc_id enforcement) are behaviorally
unchanged.
* Revert "fix: same-name documents in different folders no longer refuse doc_id targeting"
This reverts commit 9d16dbf6, whose premise collapsed on verification
against the cloud upload paths. Review finding #10 inferred from the
folder_id tool description that one file name in two folders is a legal
cloud layout; both upload paths actually dedup names per USER SPACE with
no folder dimension — chat's getSignedUploadUrl queries fileName +
sourceName + mode + owner (file-access.service.ts), and compute's
get_upload_url probes the S3 key (user, source, file_name) — so own
documents cannot share a name across any folders. The only legitimate
same-name source is shared mounts (shared-with-me/following), which the
api-proxy surface this SDK talks to never carries.
Cloud and local therefore share one invariant — names unique per space,
server-enforced — and the original global shadow check was the right
shape: a duplicate is an anomaly worth refusing loudly, not a layout to
accommodate with per-folder adjudication and conditional prompt notes.
The invariant is now stated in doc_targeting_block's docstring so the
finding does not get re-raised.
* docs: state the name-uniqueness invariant in library terms
* docs: trim doc_targeting_block docstring to the contract
* fix: compress out-of-range page lists in get_page_content
Two message strings enumerated every out-of-range page number one by one
while the payload fields beside them already used _format_page_spec.
Against a 2-page document, pages="3-10000" produced a 59,310-character
error whose own requested_pages field expressed the identical set as
"3-10000"; the mixed case pages="1-10000" produced 59,479. Both now
render through the helper: 431 and 600 characters.
This was inherited behaviour, not a local slip — the cloud MCP server
enumerated at the same two sites, so local reproduced it verbatim. The
cloud fixed it first (pageindex-chat #449), and this follows to keep the
strings byte-identical; the error message now matches the served one
character for character. A differential run of the two compressors over
94 inputs (empty, single, unsorted, duplicated, 10k spans, 80 random)
agrees on every one, separator included.
The new test pins all three shapes, including the non-contiguous case
("5,9" must not collapse into a range) that the compressor had no direct
coverage for.
* docs: messages() marks only the managed prefix with cache_control
The method docstring claimed the doc targeting block carries a
cache_control breakpoint too, and the doc_id note called that block part
of the cached prompt prefix. _anthropic_system deliberately marks only
the stable managed prefix — the API allows four breakpoints and the
varying doc block must not consume one — and the block is appended after
the sole breakpoint, so it is never cached.
a45b554 added the block with cache_control, making the claim true when
written; daac9d2 removed it without touching the docstring, and adb2f1f
then added the "cached prompt prefix" sentence after the fact. The same
phrase at the chat_completions and responses docstrings is correct —
there the block is a leading conversation item inside the auto-cached
prefix — so only the Messages surface is reworded.
The doc_id advice itself stands: the block is per-call table-setting and
should stay identical across a conversation. Only the caching rationale
was wrong.
* docs: _stream_sync cancels on close, not on abandonment
The docstring promised that closing "or abandoning" the iterator cancels
the run. Abandoning only works when refcounting collects the generator:
a caller that breaks out of the loop while keeping the reference never
runs the finally that sets the cancel event, so the pump thread stays
parked on the full queue and the backend client is never released.
Closing is correct and is what the dedicated test exercises. Narrowing
the promise to the behaviour the code actually provides is the honest
fix; a watchdog or finalizer would be machinery bought for a shape the
sync surface is not meant to serve, and the async client planned for
0.2.11 gets native task cancellation instead.
* fix: raise the openai-agents floor to 0.14.0
_conversation_group_id feeds RunConfig.group_id into OpenAI's
prompt_cache_key so a round-tripped prefix stays in one cache group.
That wiring first appears in openai-agents 0.14.0: 0.8.0 through 0.13.x
have no prompt_cache_key at all, and group_id there is a tracing group
id only — inert, since tracing is disabled on the line above. An install
resolving to the declared floor lost the cache continuity that the
responses() docstring sells, silently and with no test able to catch it.
The old floor's rationale (0.8.0 offloads sync tools to a thread) is
subsumed by the new one. Every symbol the package imports predates
0.14.0, so nothing else constrains the bound.
* fix: enforce doc_id at the tool layer in the framework config helpers
openai_agent_config / anthropic_runner_config / claude_agent_config
accepted doc_id but built unscoped tools, so the parameter that is a
structural allowlist on chat_completions() was prompt-only advice here —
the agent could read every document in the store regardless.
- as_openai_tools / as_anthropic_tools / as_claude_mcp take a doc_id
tail parameter and thread it to the existing _allowed_ids channel;
the config helpers pass it through in local mode
- cloud config helpers keep prompt-level targeting (tool scoping is
server-side there, documented); explicit as_*(doc_id=...) raises on
cloud instead of silently dropping the allowlist — including the
hosted branch, which returned before _tool_specs' existing guard
- _require_local_scope consolidates the cloud rejection that was
inlined in _tool_specs
- doc_id=[] is an empty allowlist, not "unscoped": dropped the
`or None` at the three local chat surfaces
* fix: two chat findings — final-turn append and cache-key seeding
run_messages keyed its re-append guard on stop_reason, but the anthropic
runner executes tools whenever the turn's content carries tool_use
blocks (refusal excepted) — a max_tokens turn with complete tool_use
blocks was already appended by the runner, so the guard re-appended it,
duplicating tool_use ids and 400ing the documented verbatim
continuation. The guard now checks whether final's tool_use ids already
sit in the appended history; unexecuted tool_use blocks (refusal turns)
are stripped from the appendable history, as the SDK itself does when
rebuilding params around an unresulted turn.
_conversation_group_id seeded on items[0], which is the doc-targeting
block whenever doc_id is set — byte-identical across every conversation
about a document, so all of them pooled under one prompt_cache_key and
evicted each other's prefixes. Seed on the conversation's own first
item instead: continuations keep their key, unrelated conversations
never share one.
Also drop the dead pytestmark_openai assignment (pytest's magic name is
pytestmark; the section gate it implied never existed).
* fix: six review findings — pagination, compat, and containment
- _all_documents advances by what actually arrived and treats `total`
as an optimization: absent/null totals and short pages silently
truncated the library behind every name resolution
- _make_bridge_function survives description: null (the parallel
_tool_specs path already did)
- as_openai_tools answers a malformed argument string with the guided
error envelope instead of raising through the caller's whole run
- the pre-0.2.10 package attributes (ConfigLoader, count_tokens, ...)
resolve again: main's underscore-guarded fallthrough is restored —
dunder probes stay lazy, a non-underscore typo pays one classic
import before its AttributeError
- _split_structure chunks are always lists: the structure field no
longer changes JSON type between parts of one paginated response
- the bridge replays only session-carrying 404s (the spec's expiry
status); 400 raises instead of re-running side effects, and the
reset double-checks under the lock so concurrent retries cannot
clobber a freshly re-initialized session
* fix: five secondary review findings — containment and guards
- the bridge maps content blocks individually: base64 payloads
(image/audio) become metadata stubs instead of handing the model the
raw blob, text blocks pass verbatim, anything else keeps the JSON
dump (revisit if tool results become real multimodal input)
- cloud proxy annotations keep array item types (list[str], not bare
list) so strict function calling accepts the round-trip; a type-array
in items degrades to bare list instead of crashing the build
- run_messages raises when set_messages_params stops delivering params
instead of silently dropping every tool turn from the envelope
- call_tool drops None-valued arguments (None ≡ omitted, the
contract's semantics) — adapters that forward the model's nulls
verbatim no longer trip parameter validation
- client._parse_pages bounds the span arithmetically before
materializing it, like the tool layer: "1-999999999" raises instead
of allocating a billion integers
* fix: three review findings — protocol honesty, model echo, containment
- responses() promised the Responses protocol ("no translation layer")
but _openai_model ignored protocol on the LiteLLM branch: provider-
prefixed models silently ran chat.completions under a responses-shaped
envelope, and with no transport hook to record status (LitellmModel
has no _client.responses) a turn truncated at the output cap reported
status "completed". The branch now raises for protocol == "responses"
— at agent-build time, before any backend call — naming the routes
out: chat_completions(), messages() for Anthropic models, or
OPENAI_BASE_URL + a bare/openai/-prefixed name for backends that
genuinely speak /responses. Refusal, not emulation: most providers
have no /responses endpoint to drive.
- chat_completions envelopes echoed retrieve_model verbatim, which
carries the SDK's litellm/ routing marker after normalization — a
name no provider catalog contains, and a different string than the
same model passed per-call. The envelope and every streaming chunk
now report the name the provider actually serves; routing and the
prompt-cache group key keep the prefixed form. responses() needs no
change (post-refusal the prefix cannot reach its envelope), and the
user-typed openai/ prefix stays echoed as typed.
- _remove_document caught only PageIndexAPIError around the per-doc
delete, so a bare OSError (local_store re-raises them) or a transport
error (cloud delete_document wraps nothing) escaped mid-batch,
discarded the entries for documents already irreversibly deleted, and
surfaced as a generic INTERNAL_ERROR envelope inviting a retry — which
then reports the destroyed document as not_found. The loop now catches
Exception, keeping the per-document results the contract promises.
* fix: config bundles use the scoped shadow check their tools earned
9f67fdd made the three config helpers enforce doc_id at the tool layer
but left their instructions on doc_targeting_block's unscoped default,
so a bundle refused any doc_id whose name a newer library-wide
duplicate shadows — a raise whose message ("the tools address documents
by name and would read the newer one") had just become false: the
bundle's own tools resolve names inside the allowlist and read the
targeted document correctly. chat_completions() accepted the same
doc_id via _doc_block's scoped=True.
Each helper now computes scope = _local_doc_scope(doc_id) once and
derives both slots from it — scoped=scope is not None for the
instructions, doc_id=scope for the tools — so the check mode and the
tool allowlist come from one fact and cannot drift apart again.
build_agent_instructions grows a scoped passthrough; cloud stays on the
whole-library check (scope is None there and the tools are genuinely
unscoped), and the public agent_instructions() keeps its unscoped
default for the same reason. An in-set duplicate still raises — and in
that case the message is true on every surface that emits it.
* docs: as_openai_tools' remote-MCP note moves to the Cloud paragraph
The MCPServerStreamableHttp alternative sat in the Local: paragraph
pointing at bare {BASE_URL}/mcp — a cloud-only route (BASE_URL is the
hosted API; local has no HTTP MCP server) that as written would connect
unauthenticated to the full tool set. Now stated where it applies, in
the as_anthropic_tools connector-note form: Cloud paragraph, Bearer
auth spelled out, ?tools=read default with the drop-it escape.
* fix: nine review findings — argument coercion, scope, and honest envelopes
- call_tool coerces string booleans per the TOOL_CONTRACT schema
("false"/"no"/"0" read as False, not a truthy 3-minute wait) and
survives arguments: null (json.loads("null") reaches the seam as None)
- _local_doc_scope raises on an explicitly empty doc_id on cloud: with
no tool-layer allowlist there, dropping it silently widened an empty
scope to the whole library
- both page-spec caps count distinct pages instead of summing parts, so
overlapping ranges (a parent section plus its children) within the
10k union pass again as they did in 0.2.9; the per-part arithmetic
bound still rejects billion-page specs before materializing anything
- _remove_document deduplicates doc_names: a repeated name is one
deletion, not a second "failed" row with an internal error string
- doc_targeting_block merges the user's metadata tags from the listing
(local get_document keeps the 7-key cloud detail wire shape, which
carries none) so the block delivers the metadata it promises
- _wait_until_ready folds its two raise branches into one that carries
the doc_id: a poll that dies no longer discards the handle to an
uploaded, billed document
- _reported_model strips both routing prefixes (litellm/ and openai/)
and responses() now reports it too, instead of echoing a model id the
provider never served
- _openai_model wraps AsyncOpenAI() construction so a missing backend
credential surfaces as PageIndexAPIError like every other gate on the
chat surfaces (and builds the client once for both protocols)
- _browse_documents advances its cursor by the rows that actually
arrived and guards a null/absent total — the same hazards
_all_documents already guards — and an empty window ends pagination
instead of freezing the cursor
* fix: two chat findings — protocol terminal states, provider error types
- responses(stream=True) raised PageIndexAPIError when the backend
ended the response with response.failed / response.incomplete:
openai-agents yields the terminal lifecycle event, then re-raises it
as ModelBehaviorError, so the generic AgentsException wrap
short-circuited the emit the agen's tail was built for — its
failed/incomplete terminal mapping was dead code against the real
engine, and the caller lost both the partial output and the real
status. The wrap now steps aside when the recorded terminal state is
failed/incomplete, and the stream ends with the honest terminal
event (committed output, real status, error/incomplete_details) —
the backend's terminal state is a protocol event, not an engine
failure. Non-stream was already honest for incomplete via the
transport recorder; a failed response arrives there as an HTTP
error, covered below. Known ceiling: the truncated final turn's
partial text was already streamed as deltas but is not reconstructed
into the terminal event's output (the engine commits items only on
turn completion).
- Provider exceptions (network, auth, rate limit) leaked as raw
openai/anthropic types through every chat surface, against the
layer's own "never raw engine types" contract. Every engine boundary
now wraps its vendor's base exception into PageIndexAPIError
(chained): the four OpenAI-engine sites catch openai.OpenAIError —
LiteLLM's exception types subclass openai's, so one handler covers
both routing paths — and messages() catches anthropic.AnthropicError
around the batch drive and the stream generator.
* fix: guided failure for unknown LiteLLM providers, non-object call_tool args
- _openai_model pre-checks the first path segment against
litellm.provider_list (fail-open if the attribute ever disappears):
a HuggingFace repo id like Qwen/Qwen2.5-7B-Instruct on an
OpenAI-compatible server now fails at build time with the escape
spelled out — 'openai/<id>' plus OPENAI_BASE_URL — instead of at
request time inside LiteLLM with "LLM Provider NOT provided". The
slash-means-provider routing convention itself is unchanged; the
retrieve_model and chat_completions docstrings now document it where
they promise "any OpenAI-compatible server works"
- call_tool answers a non-dict arguments value (a JSON array or scalar
from a misbehaving caller) with the guided INVALID_INPUT envelope
instead of raising AttributeError through the agent loop, matching
the openai adapter's own non-object guard
* fix: wrap litellm import in PageIndexAPIError when not installed
* fix: silence CodeQL findings — merge implicit string concat, drop unused vars
* fix: two external review findings — init-notification race, SDK floor
notifications/initialized moves inside the bridge lock: a concurrent
first use could send tools/list between the handshake and the
notification, which strict MCP servers reject with a 400 the bridge
never replays. Regression test races two threads through a stalled
notification window.
claude-agent-sdk floor rises to 0.1.53 — below it, string prompts with
SDK MCP servers (the documented local-mode flow) hit invisible
registration (#597) and a deadlock (#780).
* refactor: drop the unused exc parameter from _wrap_max_turns
The parameter was dead from the moment it was introduced (daac9d2):
the body reads only max_turns, and every call site already carries the
cause via `raise ... from exc`. The signature implied the helper
inspected the engine exception, which it never did.
No behavior change — message text and __cause__ chaining verified
identical across all four call sites (chat_completions and responses,
stream and non-stream).
* fix: raise the anthropic and openai-agents floors past broken releases
Both declared floors named a version that cannot work, and CI never
caught either because it installs the latest.
anthropic >=0.84.0 -> >=0.108.0. Probed against a mock transport: on a
turn with stop_reason="refusal" carrying a tool_use block, 0.84.0,
0.92.0 and 0.100.0 all execute the tool and post the tool_result back;
0.108.0 and later stop at the refusal. test_messages_refusal_with_
tool_use_stays_appendable asserts the latter, so that test was false at
the floor. messages() is unaffected in practice (it never passes
include_management, so remove_document is not registered), but
as_anthropic_tools(include_management=True) hands it to a caller's own
runner.
openai-agents >=0.14.0 -> >=0.18.1. 0.14.0 and 0.16.0 raise pydantic
ValidationError on InputTokensDetails.cache_write_tokens before any
request reaches the transport when paired with openai 2.54.0 — and they
declare openai <3,>=2.26.0, so pip resolves exactly that pair. 0.18.1 is
clean. The 0.14.0 rationale (RunConfig.group_id -> prompt_cache_key)
still holds above the new floor.
The three extras' floor comments are cut to the binding constraint; the
reasoning lives here.
* test: cover max_turns wrapping on every chat surface
test_chat_completions_max_turns_wrapped only drove chat_completions, so
the two responses() call sites had no coverage, and no test asserted
that the engine exception survives as __cause__. Parametrized over both
surfaces and both stream modes; the non-positive max_turns rejection
splits out, since it is input validation rather than wrapping.
* fix: four review findings — envelope size honesty, contained tool errors
- _dumps drops indent=2: emission now matches _serialized_size's compact
accounting, so the pagination budget bounds what is actually sent
(indented parts measured under 95k but emitted ~1.8x the 100k cap)
- call_tool builds the _allowed_ids frozenset inside the guarded block:
a non-iterable doc_id returns the INVALID_INPUT envelope instead of
raising into the agent loop; same move for _bridge_invoker's
arguments normalization
- next_steps strings qualify submit_document() as
PageIndexClient.submit_document() (three sites), matching the one
already-qualified site — it is a client method, not a registered tool
- tests: import httpx at module scope (guaranteed via the hard openai
dependency) so agents-gated tests survive an install without the
anthropic extra; formatting assertion follows the compact envelope
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Fix config, logger