Resolve config/db.py (artifacts + ynab models) and regenerate the YNAB
migration with aerich as 18 on top of main's 17_add_artifacts.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Resolve the Makefile .PHONY conflict (desktop + ynab targets) and
regenerate the YNAB migration with aerich as 17 on top of main's
16_add_oidc_states, replacing the colliding 16_add_ynab_mirror.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Failure backoff is re-checked under the sync lock, so parallel tool
calls share one failed YNAB request instead of retrying in turn.
- Budget id: YNAB_BUDGET_ID aliases ("last-used", "default") count as
unset; state is always keyed by the real budget id, a mismatched
response errors instead of silently skipping every sync, and more
than one stored budget is an error rather than an arbitrary pick.
- Change log renames only id fields that resolve to names (account,
payee, category, group); subtransaction transaction_id stays as is.
- ynab_recent_changes: correct singular for "categories", multi-word
types, and the "month" type.
- The SQL wrap test now parses the wrapped query.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Full resyncs mark mirror rows missing from the download as deleted;
YNAB omits deleted entities from non-delta responses, so deletions
made just before a full sync never reached the mirror.
- YNAB tools return errors as text instead of raising, since ToolNode
re-raises and would fail the whole chat turn. ynab_sql catches all
sqlglot errors (e.g. an unbalanced quote) and runs the SQL regenerated
from the validated tree, which also drops comments that broke the
LIMIT wrapper. Results keep duplicate column names.
- Sync fetches from YNAB before opening the DB transaction, discards the
payload if the other container synced meanwhile, re-checks freshness
under the lock so parallel tool calls share one sync, and backs off
for 60s after a failure.
- The mirror is pinned to one budget; a changed YNAB_BUDGET_ID errors
instead of mixing budgets, and an unset id stays on the budget the
first sync resolved from "last-used".
- Change log: no entries for empty month rollover rows, and id fields
are logged as names (category, payee, account). ynab_recent_changes
accepts the names it prints ("assignment") and plurals.
- Outputs sized to the 4000-char tool result cap; ynab_sql reuses the
shared admin message.
- YNAB API client moves back to utils/ynab_service.py, and the frontend
tool status labels list the new tools.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
asyncpg raises OperationalError (not ValueError) on malformed UUIDs, so
bad artifact ids now 404 and a bad conversation_id 400s before any query.
get_conversation keys artifacts by str(message_id) so matching doesn't
depend on the driver's UUID types.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
stream_query emits the new tool_start/tool_end payloads, maps
on_tool_error to tool_end status=error, and saves an artifact linked to
the tool message. GET /api/conversation/<id> adds tool, label and
artifact to tool messages.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
GET /api/artifacts?conversation_id= lists ArtifactRefs without data;
GET /api/artifacts/<id> returns the full artifact. Both 404 for other
users. create_artifact_from_output persists ToolArtifact dicts and drops
ones over 256 KB serialised.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Pure functions build tool_start/tool_end payloads with run_id, friendly
label, truncated input (config dropped), status, duration and artifact ref.
Labels cover every agent tool, both old and #55 YNAB names, and the
homebox_/bookstack_ MCP prefixes, falling back to "Using <tool>…".
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Defines the shared contract (SSE v2 tool events, artifact kinds and
storage, artifacts API, uploads), five parallel tasks with file
ownership, merge order and verification, and removes the quick-ask
window from the desktop plan.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Collapse fetchWithRefreshToken/fetchWithAuth into a single fetchWithAuth
that sends the access token, refreshes up front when none is stored, and
on a 401 refreshes once (deduplicated across concurrent calls) and retries.
The refresh token is now only sent to /api/user/refresh.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Add transitional @jwt_access_required (accepts access tokens, and for now
also refresh tokens) and use it on every protected route and inside
admin_required. /api/user/refresh stays refresh-only.
- Move pending OIDC state/PKCE verifiers from an in-process dict to an
oidc_states table (10 min TTL, single-use) so logins survive a blue/green
flip. Drop the unused redirect_after_login.
- Unit tests for the decorator and the state store.
Deploy this commit on its own, before the access-token frontend: the old
backend answers access tokens with 422, so the new frontend only works once
this backend is live on both colors.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
desktop/ is a thin Tauri v2 app: a bundled connect page probes
SIMBA_URL/api/health and hands the window to the deployed web app.
Adds a menu-bar icon (Show / New Chat / Reconnect / Quit), Alt+Space
toggle, close-to-hide, single-instance and Dock reopen. The remote
origin gets no IPC. Rust 1.90 is pinned via rust-toolchain.toml.
New make targets: desktop-dev, desktop.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Compares PWA, Tauri v2 and Electron shells, recommends a Tauri shell
loading the deployed origin, and lays out backend changes (structured
SSE events, artifacts table, uploads, notifications, local tool bridge,
access-token auth) with a phased plan.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
YNAB has no event feed, so keep a local copy in ynab_* tables synced via
server_knowledge delta requests: full download on first run, deltas every
YNAB_SYNC_INTERVAL seconds and on demand before each tool call, full
resync daily. Each sync diffs against the mirror and appends real edits
(transactions, assignments, renames) to ynab_changes, the edit history
YNAB doesn't keep.
Agent YNAB tools now answer from the mirror: budget summary (spending
computed from transactions, since YNAB's month activity nets in credit
card payment categories), account balances, transaction search with
splits expanded, spending reports by category/payee/account/month,
category budget, and recent changes. Adds an admin-only read-only
ynab_sql tool guarded by a sqlglot allowlist (scope-resolved tables, no
dangerous functions), a READ ONLY transaction, a timeout, and a row cap.
Replaces utils/ynab_service.py and drops the unused ynab SDK.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Allowlist homebox-mcp's general item editor so the agent can rename items
and edit description, notes, quantity, purchase info, flags and custom
fields. Only passed args change; the rest of the item is preserved.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Load an allowlisted subset of bookstack-mcp tools (search/read plus
create/update books, chapters, pages and comments; no deletes) over stdio
and add them to the admin agent alongside Homebox. Extract the shared
allowlist + is_admin wrapping into utils/mcp_tools.py.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Load an allowlisted subset of homebox-mcp tools (read + safe writes, no
deletes) over stdio and compile them into a separate admin agent, so
non-admins never see them. Each tool also re-checks is_admin per call.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Replaces random.sample with a staleness-ordered pick: friends never
fetched sort first (epoch timestamp), then oldest fetched_at. Ensures
full following list coverage over successive nightly runs.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
LangChain was sending reasoning_effort=thinking which Qwen3's chat
template rejects (only xhigh/medium/low are valid). low disables
thinking mode, which is appropriate for agentic tool use and saves tokens.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Removed verbose "Use this tool when the user asks about" bullet lists
from all 31 tools. Each tool now has a 1-2 line description plus compact
arg docs. Saves ~3-5k tokens per request on a 32k context budget.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The LangGraph checkpointer replays full history on every request. Without
trimming, long conversations compound past the 32k llama-server slot limit.
12 messages covers ~4-6 turns including tool call/result pairs.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Previously ordered by friend_beli_user_id first, returning 15 results
from whoever sorts first. Now fetches top-ranked rows globally and
caps at 3 per friend, giving a diverse cross-friend sample.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaces include_friends with friends_only so the LLM can return
exclusively friend-sourced rows when user asks what their friends like,
rather than mixing in own rankings.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
50k+ token requests were blowing past the 32k llama-server context window
when returning the full ranked list.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
POST /api/beli/profiles/<id>/refresh-friends triggers friend ranking
sampling on demand without waiting for the nightly cron. Also tightens
the beli_search_restaurants docstring so the LLM passes category=restaurant
when the user asks for restaurants, preventing bars/bakeries from appearing.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add friend_beli_user_id="" to own ranking lookups to prevent
MultipleObjectsReturned when friend rows exist for same restaurant
- Move friend sampling out of refresh_profile into _refresh_after_delay
so manual refreshes stay fast; nightly cron still samples friends
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Store Beli's category code on each ranking so the agent can filter by type
(restaurant/bar/cafe/bakery). Category label shown in tool output.
Requires migration for beli_category column + updated unique constraint.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds friend_beli_user_id (default '') and friend_name to beli_restaurants,
updates unique constraint to include friend_beli_user_id.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Each nightly profile refresh now also picks FRIEND_SAMPLE_SIZE (5) random
followed users and fetches their rankings, building up a picture of friends'
lists over time. Rows are tagged with friend_beli_user_id/friend_name so the
agent tool can surface attribution ("via Alex").
Requires migration to add friend_beli_user_id/friend_name columns and update
unique_together on beli_restaurants.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Category codes: RES/DES/BAR/BAK (was full English words)
- score field: use 'value' from Score model (was 'score', which doesn't exist)
- rank_index: pass array position (no rank field in response)
- fetch_bookmarks: no query params (user param caused 405)
- notes: correctly None (stored separately, not in ranking results)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Bookmarks returning 400 was aborting the whole refresh and discarding
successfully-fetched ranking data. Now bookmarks log a warning and
continue. Also pass user= to the bookmark endpoint in case it's required.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Tortoise calls to_python_value() when setting field values at create() time,
not only when loading from DB. Add _is_fernet_token() to distinguish encrypted
DB values (≥73 decoded bytes, version 0x80) from plaintext being set — the
latter passes through untouched while wrong-key errors on real tokens still raise.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Ryan Chen