Commit graph

384 commits

Author SHA1 Message Date
CREDO23
5b45f78a16 refactor(chat): delete legacy stream_new_chat monolith (cutover complete)
The flows orchestrators (new_chat/resume_chat) are now the sole live path
after the byte-for-byte differential proof, so the monolith and its
monolith-vs-flows parity scaffolding are removed.

- Repoint the last live importer (anonymous_chat_routes) to
  streaming.agent.event_loop.stream_agent_events + shared.stream_result.StreamResult
  (drop-in; the keyword-only fallback-commit params default to inert for anon).
- Repoint e2e launcher patch targets to flows.shared.llm_bundle.
- Repoint helper unit tests (chunk_parts, thinking-step ids, tool-input
  streaming) to their flows homes to preserve coverage.
- Delete the monolith, the contract test, and the parity tests
  (parallel_refactor, stage_1, stage_2, orchestrator_frame) whose sole
  purpose was comparing against the now-removed monolith.

Full suite green (2622 passed, 1 skipped); the two excluded live-app dirs
(document_upload, composio) have a pre-existing, env-gated registration 404
unrelated to this change.
2026-06-04 14:35:45 +02:00
CREDO23
b9937cf4b1 refactor(chat): cut live chat streaming over to flows orchestrators (cutover)
Flip the live callers (new_chat_routes + gateway/agent_invoke) from the
legacy monolithic app.tasks.chat.stream_new_chat to the side-by-side
app.tasks.chat.streaming.flows orchestrators.

Adds a byte-for-byte differential parity test driving BOTH implementations
on identical, fully-deterministic glue inputs (frozen time/uuid, stubbed
LLM/persistence/agent seams). All glue paths are byte-identical:
  * new: auto-pin failure, LLM-load failure, persist-user fail,
    persist-assistant fail (full initial-frame ordering + handshake),
    pre-stream exception (top-level except path)
  * resume: persist-assistant fail

The differential test also surfaced one INTENTIONAL divergence: on a resume
turn whose auto-pin / LLM-load fails, the monolith crashes with
UnboundLocalError (_resume_premium_request_id read in finally before its
post-early-return definition); the flows version emits a clean terminal
error. The flows path is therefore byte-identical or strictly more correct.

The agent-content stream itself is shared, unforkable code
(stream_output -> EventRelay) so it cannot diverge.

Monolith + old parity test deletion follows in a separate commit.
2026-06-04 14:24:18 +02:00
CREDO23
14bbea0854 refactor(agents): delete single-agent stack + new_chat shim package (bucket B3/B4)
With multi-agent the only live factory (B1), the single-agent stack is dead.
Remove app/agents/new_chat/ entirely: chat_deepagent.py, subagents/, and all
re-export shims (errors/context/llm_config/permissions/tools/middleware/...) that
existed only to serve frozen single-agent code. Live code already imports the
shared kernel (app.agents.shared.*) directly.

Tests: delete single-agent-only suites (test_resolve_prompt_model_name,
test_specialized_subagents) and the chat_deepagent source-shape contract assertion;
repoint test_scoped_model_fallback to the shared middleware path. Suite green
(2710 passed).
2026-06-04 13:40:44 +02:00
CREDO23
a019f18d1c refactor(agents): move connector_searchable_types, agent_cache, system_prompt + prompts to app/agents/shared (slice 7b)
Three live shared leaves discovered while taking stock after slice 7 (all are
consumed by the multi-agent stack and/or live routes, not single-agent-only):

- connector_searchable_types -> shared + shim (multi-agent factory uses it)
- agent_cache -> shared + shim (multi-agent runtime/agent_cache uses it)
- system_prompt + prompts/ (42 .md fragments) -> shared together + shim.
  Repointed composer's _PROMPTS_PACKAGE to app.agents.shared.prompts so
  importlib.resources fragment loading keeps working; system_prompt's relative
  ".prompts.composer" import is preserved by moving both as a unit.

Each keeps a re-export shim for the frozen chat_deepagent. After this slice,
new_chat/ holds only the frozen single-agent stack (chat_deepagent, subagents/,
__init__) plus shims.
2026-06-04 13:21:45 +02:00
CREDO23
13a96851ef refactor(agents): move skills/, plugins/, plugin_loader to app/agents/shared (slice 7)
- skills/ (builtin SKILL.md assets) has zero Python importers; it is read by
  filesystem path only. Moved the dir and restored
  skills_backends._default_builtin_root() to the clean
  parent.parent / "skills" / "builtin" form (undoing the transient path from 5c).
- plugin_loader.py -> shared (frozen chat_deepagent uses it -> re-export shim).
- plugins/ package -> shared (year_substituter rewired to shared.plugin_loader;
  docstring entry-point example updated to the shared dotted path). No shim
  needed (only a test imported it). Plugin discovery is via importlib entry
  points (group "surfsense.plugins"), not dotted-path import, and nothing is
  registered in pyproject, so the move does not affect runtime discovery.
2026-06-04 13:16:22 +02:00
CREDO23
aab95b9130 refactor(agents): move tools package to app/agents/shared (slice 6)
Relocate the entire new_chat/tools/ package (62 files incl. registry, hitl, MCP
cluster, and all connector subpackages: gmail/slack/discord/teams/drive/etc.)
to the shared kernel. The package turned out to be a clean cohesive cluster:
its only references to non-tools new_chat modules were comments, and its
middleware deps were already flipped to shared in slice 5c.

Flip 33 live importers (multi-agent, flows, routes, services, anonymous_agent,
tests). Re-export shims remain for the frozen single-agent stack: a package
__init__ mirroring the public surface (new_chat.__init__ imports it) plus
invalid_tool + registry submodule shims (chat_deepagent imports those).

Resolves slice 5c's two transient back-edges: shared/middleware/action_log
(TYPE_CHECKING ToolDefinition) and tool_call_repair (local INVALID_TOOL_NAME)
now point at app.agents.shared.tools.
2026-06-04 13:11:56 +02:00
CREDO23
a7fde2a48e refactor(agents): move filesystem_backends to app/agents/shared (slice 5d)
Completes slice 5. filesystem_backends was deferred from 3b because it depends
on middleware.{kb_postgres_backend,multi_root_local_folder_backend}; those moved
to shared in 5c, so it now relocates cleanly. Flip the 2 non-frozen importers
(multi-agent factory + test); a re-export shim remains for the frozen
chat_deepagent (build_backend_resolver).
2026-06-04 13:03:15 +02:00
CREDO23
227983a104 refactor(agents): move middleware package to app/agents/shared (slice 5c)
Relocate the entire new_chat/middleware/ package to the shared kernel as one
cohesive unit (it is live shared infrastructure: the multi-agent stack wraps
nearly every middleware via multi_agent_chat/middleware/main_agent/*, and
anonymous_agent consumes it too). Flip 69 live importers across both the
package-path and submodule-path forms.

Shims left for the frozen single-agent stack: a package __init__ re-export plus
submodule shims for permission, skills_backends, and scoped_model_fallback
(the three imported via submodule path by chat_deepagent/subagents).

Cycle break: importing shared.middleware previously reached back into
new_chat.tools at module load, which dragged in new_chat.__init__ ->
chat_deepagent -> the middleware shim -> half-initialized shared.middleware.
Made action_log's ToolDefinition import TYPE_CHECKING-only and
tool_call_repair's INVALID_TOOL_NAME import function-local. These tools-package
back-edges fully resolve in slice 6.

Asset note: skills_backends._default_builtin_root now walks to
app/agents/new_chat/skills/builtin (the skills/ tree migrates in slice 7).
2026-06-04 13:00:41 +02:00
CREDO23
6f488d9564 refactor(agents): move checkpointer + mention_resolver to app/agents/shared (slice 5b)
Two independent leaf modules (no intra-new_chat deps, no frozen importer),
consumed only by flows/routes/tests. Flipped 8 importers across both the
dotted-path and module-style (from app.agents.new_chat import mention_resolver)
forms. No shims needed.
2026-06-04 12:52:54 +02:00
CREDO23
dcdf8f776b refactor(agents): move utils + document_xml to app/agents/shared (slice 5a)
Two pure leaf modules with no intra-new_chat deps and no frozen importer.
Moving them now (before the middleware package) pre-empts two shared->new_chat
back-edges that the middleware move would otherwise create
(knowledge_search->utils, kb_postgres_backend->document_xml).
2026-06-04 12:50:38 +02:00
CREDO23
946f8a8c5d refactor(agents): move llm_config + prompt_caching to app/agents/shared (slice 4b)
Relocate the mutually-dependent LLM config layer and the LiteLLM prompt-caching
helper to the shared kernel as one unit, rewiring their internal cross-reference
to the shared paths. Flip 21 non-frozen importers. Re-export shims remain at
new_chat/{llm_config,prompt_caching}.py for the frozen single-agent stack
(chat_deepagent); they will be removed when that stack is retired.
2026-06-04 12:41:52 +02:00
CREDO23
8fca2753aa refactor(agents): move permissions to app/agents/shared (slice 4a)
Relocate the permission evaluator (wildcard matcher + rule evaluation) to the
shared kernel and flip 43 non-frozen importers. A re-export shim remains at
new_chat/permissions.py for the frozen single-agent stack (chat_deepagent and
subagents/{config,providers/linear,providers/slack}); it will be removed when
that stack is retired.
2026-06-04 12:38:30 +02:00
CREDO23
3efe51e6ec refactor(agents): move filesystem_state, path_resolver, sandbox to app/agents/shared (slice 3b)
Relocate three leaf filesystem-cluster modules to the shared kernel and flip
all 38 importers. No re-export shims needed (no frozen single-agent importer).
This also resolves the pre-existing shared->new_chat back-edge from
shared/receipt_command.py onto filesystem_state.

filesystem_backends is intentionally deferred to slice 5: it depends on
new_chat middleware (kb_postgres_backend, multi_root_local_folder_backend)
that have not yet moved, so relocating it now would create a shared->new_chat edge.
2026-06-04 12:34:28 +02:00
CREDO23
1b536b8aee refactor(agents): move filesystem_selection to app/agents/shared (slice 3a)
Promote the filesystem mode contracts (FilesystemMode, FilesystemSelection,
ClientPlatform, LocalFilesystemMount) out of `new_chat` into the cross-agent
`app/agents/shared` kernel.

Pure leaf consumed across the whole multi-agent filesystem middleware/tool tree,
the chat flows/monolith, routes and tests. git mv (content unchanged) + flipped
all ~48 importers. A re-export shim remains at new_chat/filesystem_selection.py
only for the not-yet-retired single-agent (chat_deepagent).

Also updated the stream parity test's annotation normalizer to strip the new
app.agents.shared.filesystem_selection. prefix (the dataclasses' __module__
changed with the move), keeping monolith<->flows signature parity intact.

Behavior-preserving: only import paths change. 1326 tests green.
2026-06-04 12:28:20 +02:00
CREDO23
a975754e7d refactor(agents): move feature flags to app/agents/shared/feature_flags (slice 2b)
Promote the agent feature-flag resolver (AgentFeatureFlags / get_flags) out of
`new_chat` into the cross-agent `app/agents/shared` kernel.

feature_flags is a pure leaf consumed across the multi-agent middleware stack,
the chat routes, and tests. Moved it via git mv (content unchanged) and flipped
all 37 importers to app.agents.shared.feature_flags. A thin re-export shim
remains at new_chat/feature_flags.py only for the not-yet-retired single-agent
(chat_deepagent); it goes away with the single-agent deletion.

Behavior-preserving: only import paths change. 1243 tests green.
2026-06-04 12:23:12 +02:00
CREDO23
28b13ed25b refactor(agents): move context schema + state reducers to app/agents/shared (slice 2)
Continue promoting the shared agent toolkit out of `new_chat` into the
cross-agent `app/agents/shared` kernel.

- state_reducers.py: clean move (no single-agent importer); all 7 importers
  flipped to app.agents.shared.state_reducers.
- context.py: moved to app.agents.shared.context; flipped the multi-agent,
  app, automations, chat-flows and monolith importers. A thin re-export shim
  remains at new_chat/context.py because the not-yet-retired single-agent
  (chat_deepagent) and the new_chat package __init__ still import it; the shim
  goes away with the single-agent deletion.
- Updated the stream parity test's annotation normalizer to strip the new
  app.agents.shared.context. prefix (SurfSenseContextSchema.__module__ changed
  with the move), keeping monolith<->flows signature parity intact.

Behavior-preserving: definitions unchanged; only import paths move. 1219 tests green.
2026-06-04 12:19:22 +02:00
CREDO23
0354f73f29 refactor(agents): move error taxonomy to app/agents/shared/errors (slice 1)
First slice of promoting the shared agent toolkit out of the misnamed
`new_chat` package into the cross-agent `app/agents/shared` kernel.

`errors.py` is a leaf module (no intra-package deps) consumed by the
multi-agent chat, the chat streaming flows/monolith, and tests — i.e. it is
shared infrastructure, not single-agent code. Moved it verbatim to
`app.agents.shared.errors` and flipped all 12 importers. No re-export shim
remains since zero importers needed it.

Behavior-preserving: identical class/enum definitions; only the import path
changes. 1208 agent + chat-task tests green.
2026-06-04 12:13:55 +02:00
CREDO23
fb70e23dd2 test: add agent refactor guardrail suite 2026-06-04 11:44:23 +02:00
CREDO23
cb44063081 fix: repair pre-existing agent_task, gateway, and skills tests 2026-06-04 10:25:06 +02:00
CREDO23
44abf56d6c fix: restore connector mentions, free-tier fallback, orphan-row guard in new chat flow 2026-06-04 10:25:06 +02:00
CREDO23
1165b3ad5c test: add notifications unit tests and conventions doc 2026-06-03 21:53:06 +02:00
CREDO23
3f770203ca test: add notifications integration behavior guard 2026-06-03 21:53:06 +02:00
CREDO23
b6710ae9af refactor(jira): remove dead legacy indexing and write tools (mcp-only now) 2026-06-02 16:38:00 +02:00
Anish Sarkar
e3de7c4667 Merge remote-tracking branch 'upstream/dev' into feat/whatsapp-gateway-integration 2026-06-02 00:29:32 +05:30
Anish Sarkar
7860714f74 feat(gateway): add Discord gateway install flow 2026-06-01 20:59:31 +05:30
Anish Sarkar
bc8a285187 feat(gateway): add Discord platform adapter 2026-06-01 20:58:50 +05:30
Anish Sarkar
9c7e093db4 feat(gateway): add Slack gateway webhook flow 2026-06-01 12:37:04 +05:30
Anish Sarkar
78315eb55b feat(gateway): add Slack platform adapter 2026-06-01 12:36:27 +05:30
DESKTOP-RTLN3BA\$punk
0f2e3c7655 refactor: anonymous/free chat experience
- Enhanced lambda function formatting in `_after_commit` for better clarity.
- Simplified generator expression in `_match_condition` for improved readability.
- Streamlined function signature in `_eligible` for consistency.
- Updated imports and refactored anonymous chat routes to use a new agent creation method.
- Added a new function `_load_anon_document` to handle document loading from Redis.
- Improved UI components by replacing legacy structures with modern alternatives, including alerts and separators.
- Refactored quota-related components to utilize new alert structures for better user feedback.
- Cleaned up unused variables and optimized component states for performance.
2026-05-31 15:58:21 -07:00
DESKTOP-RTLN3BA\$punk
80daf46fbf Merge commit '7972901f15' into dev_mod 2026-05-29 20:28:12 -07:00
DESKTOP-RTLN3BA\$punk
9d1a01eb0c refactor(automations): streamline model eligibility handling in automation creation
- Removed the eligibility gate for model selection in the automation creation process, allowing users to choose models directly in the builder.
- Updated the `AutomationBuilderForm` to incorporate model selection logic, ensuring that selected models are validated and preserved during automation creation and editing.
- Simplified the `AutomationsContent` and `AutomationNewContent` components by eliminating unnecessary eligibility checks and alerts.
- Enhanced the user experience by integrating model selection directly into the automation approval process, ensuring that only billable models are used.
- Refactored related tests to cover new model selection behavior and ensure proper validation of user-selected models.
2026-05-29 20:27:40 -07:00
CREDO23
7b0e7a4c34 chore: merge upstream/dev — keep builtin schedule path, add SearchSpace 2026-05-29 23:40:52 +02:00
CREDO23
f112f34332 feat(event_bus): add payload_if_entered_folder predicate with unit tests 2026-05-29 22:15:21 +02:00
CREDO23
731d5231ff feat(event_bus): add document.entered_folder event type and payload schema 2026-05-29 22:15:15 +02:00
CREDO23
2a511b8559 feat(event_bus): add EventCatalog class with register/get/all methods 2026-05-29 22:15:09 +02:00
CREDO23
30fff9e52f refactor(automations): move agent_task to builtin and restructure dispatch 2026-05-29 18:13:09 +02:00
CREDO23
f293aa6bdf refactor(automations): move schedule trigger into builtin package 2026-05-29 17:49:05 +02:00
CREDO23
acd673023a feat(automations): add event trigger source, selector and registration 2026-05-29 17:48:48 +02:00
CREDO23
4ba637ea44 feat(automations): add event trigger match and inputs 2026-05-29 17:48:48 +02:00
CREDO23
3ba18c7750 feat(automations): add event trigger filter grammar 2026-05-29 17:48:48 +02:00
CREDO23
f09e302d4f feat(automations): add event trigger params 2026-05-29 17:48:48 +02:00
CREDO23
9247a2337f feat(automations): add EVENT to TriggerType enum 2026-05-29 17:48:39 +02:00
CREDO23
d6dfe53d62 feat(event_bus): add in-process domain event bus
A standalone, domain-agnostic pub/sub seam: an EventBus that owns its
subscriber registry and streams Event values from producers to listeners
in process. Boundary-crossing (Celery/DB/workers) is left to subscribers,
keeping the bus single-responsibility. Includes the immutable Event value
object and full unit coverage.
2026-05-29 15:26:12 +02:00
DESKTOP-RTLN3BA\$punk
409fec94c3 feat(automations): implement model eligibility checks for automation creation
- Added model eligibility checks to ensure automations can only use billable models (premium or BYOK).
- Introduced new API endpoint to report model eligibility status for search spaces.
- Updated frontend components to display eligibility alerts and disable creation options when models are not billable.
- Enhanced automation creation forms to reflect model eligibility, preventing users from submitting invalid configurations.
- Implemented server-side logic to capture and preserve model preferences across automation edits, ensuring consistent behavior during execution.
2026-05-29 03:13:46 -07:00
DESKTOP-RTLN3BA\$punk
40ca9e6ed2 refactor: remove search_surfsense_docs tool and related references
- Deleted the `search_surfsense_docs` tool and its associated files, streamlining the agent's toolset.
- Updated various components and prompts to remove references to the now-removed tool, ensuring consistency across the codebase.
- Adjusted documentation to direct users to the SurfSense documentation link for product-related queries instead.
2026-05-28 22:35:14 -07:00
DESKTOP-RTLN3BA\$punk
94e834134f chore: linting 2026-05-28 19:21:29 -07:00
CREDO23
353755fd73 test(automations): cross-cutting registries, enums, side-effects + shared fixtures
Top-level tests that span multiple submodules:

- test_stores.py (7): the trigger + action registry contracts — register
  round-trip, unknown type → None (not raise), duplicate registration
  rejected, defensive snapshot from all_*.
- test_definition_types.py (2): params_schema property on both
  ActionDefinition and TriggerDefinition reflects the Pydantic model.
- test_persistence_enums.py (3): exact string values + member sets of
  AutomationStatus / RunStatus / TriggerType — the postgres-mirrored
  contract that breaks stored rows if drifted.
- test_import_registrations.py (2): the bundled agent_task action and
  schedule trigger self-register on package import (canary for the
  side-effect import chain).

conftest.py adds isolated_action_registry / isolated_trigger_registry
fixtures: snapshot + restore of the module-level _REGISTRY dicts so
tests that add their own definitions don't leak across the suite.

14 tests, pure unit.
2026-05-28 19:03:55 +02:00
CREDO23
822940b09e test(automations/schemas): lock definition + api validation gates
definition/ (29 tests): the envelope (defaults, extra=forbid, empty
plan/name rejection), Inputs schema-alias roundtrip (Python schema_ ↔
wire schema), PlanStep numeric bounds + addressing-field constraints,
Execution production defaults stability (10-min timeout, 2 retries,
exponential backoff, drop_if_running) + closed-set Literal gates,
Metadata's exceptional extra="allow" contract, and TriggerSpec type
requirement.

api/ (9 tests): AutomationCreate/Update cascade-validate into the
nested definition, reject unknown payload fields, enforce name length;
TriggerCreate exposes safe defaults (enabled=True, params={},
static_inputs={}) and rejects unknown TriggerType strings at the
boundary.

All pure unit, no DB.
2026-05-28 19:03:42 +02:00
CREDO23
acbeb60a43 test(automations/actions): lock agent_task helpers (auto_decide + finalize)
auto_decide.build_auto_decisions (3): produces one decision per
action_request entry, defaults to one decision for legacy scalar
interrupts, and skips malformed interrupts silently so a misbehaving
tool can't take down the whole agent_task step.

finalize.extract_final_assistant_message (4): string-content AIMessage
returned verbatim, list-of-parts content concatenated (skipping
non-text parts like tool_use), walks back past trailing ToolMessages
to find the last AIMessage, and returns None when no extractable text
is present (so callers can branch on silence vs. empty).

7 tests, pure unit.
2026-05-28 19:03:29 +02:00
CREDO23
db4eef651f test(automations/templating): lock render, filters, environment, context
render.py (4): variable substitution, StrictUndefined raises on missing
keys, evaluate_predicate coerces to bool, render_value walks dicts/lists
and renders string leaves.

filters.py (4): slugify produces URL-safe output, date formats datetime
with strftime, date(None) → "" so templates can write
{{ inputs.last_fired_at | date }} on first run, date(str) passes through.

environment.py (4): the sandbox boundary — disallowed Jinja built-ins
(e.g. pprint) raise, and the finalize hook coerces non-string outputs
to predictable wire shapes (datetime → ISO, None → "", dict → JSON).

context.py (1): build_run_context exposes {run, inputs, steps} with the
exact shape every plan template body relies on.

13 tests total, all pure unit.
2026-05-28 19:03:22 +02:00