chore(release): sync main with dev

* fix(security): keep agent file tools out of the app state directory

The agent's read tools (read_file, grep, glob, ls) resolved model-supplied
paths against a root list whose first entry was the whole data directory.
That directory holds the session store, the auth database, the app
encryption key and the settings file, so prompt-injected content could ask
for any of them. No approval prompt stood in the way: reads are classified
read_workspace and pass the untrusted-context gate untouched, which is
correct for reading a workspace and wrong for reading the app's own state.

The agent gets data/agent_workspace/ instead, and the subprocess cwd and
HOME move with it so bash and read_file agree on where scratch files live.

The deny itself is a property of the path, not of the root it arrived
through, because three routes reach the same bytes and closing only the
first leaves the other two working:

  - the default root list
  - a workspace bound at or above the data directory, which vet_workspace
    accepted and chat_routes auto-binds from a path named in the message
  - a tool_path_extra_roots setting covering the data directory

_resolve_search_root also returned the workspace root unchecked when the
path was empty, so a bare ls enumerated the directory whatever the deny
list said. It now resolves that case through the same guards.

A containment rule rather than a filename deny list, so state files added
later are covered without anyone remembering to list them, and so a user's
own settings.json or app.db inside a real workspace is not caught.

Four directories of user content stay readable, because the application
hands their paths to the model and tells it to open them: the chat upload
manifest, downloaded mail attachments, personal docs (which covers the
runbook) and personal uploads.

* fix: enforce state deny during recursive file search

* fix: bound protected filesystem searches

* fix(security): reject inode aliases and workspace redirects

* fix(security): harden partitioned agent searches

* fix(security): report fallback worker exits promptly

* fix(security): clean up search readers and retain relative data roots

---------

Co-authored-by: RaresKeY <158580472+RaresKeY@users.noreply.github.com>

.dockerignore

@@ -30,6 +30,8 @@ secrets.env~
 .idea/
 dev-docs/
 docs/
+website/
+assets/branding/
 *.md
 *.db
 *.sqlite

.env.example

@@ -76,12 +76,24 @@ SEARXNG_INSTANCE=http://localhost:8080
 # Change this if another local service already uses 7000 (macOS AirPlay often does).
 # APP_PORT=7000
 
+# Optional HTTP address advertised in companion/mobile pairing codes. Set this
+# when Docker would otherwise advertise a container address or loopback. Use a
+# LAN or Tailscale IPv4 address, a single-label hostname, or an mDNS *.local
+# name that the phone can reach. HTTPS and public hostnames are not supported
+# by the current companion client. Do not include credentials, a path, query,
+# or fragment.
+# COMPANION_BASE_URL=http://192.168.1.50:7000
+
 # Development-only auth bypass for loopback requests.
 # Keep false for Docker, LAN, reverse proxy, and any shared deployment.
 # LOCALHOST_BYPASS=false
 
-# Mark session cookies Secure. Set true when Odysseus is served through HTTPS
-# by a trusted reverse proxy or private access gateway.
+# Mark session cookies Secure. Left unset, this follows the request scheme:
+# an HTTPS login gets a Secure cookie, a plain-HTTP one does not. Set true to
+# force it on, or false to force it off while you still serve plain HTTP.
+# Upgrading: this used to default to false. Drop a leftover SECURE_COOKIES=false
+# from your .env unless you still need that escape hatch — it keeps HTTPS logins
+# on a non-Secure cookie.
 # SECURE_COOKIES=true
 
 # Optional: pre-seed the first admin password during setup.
@@ -151,6 +163,21 @@ SEARXNG_INSTANCE=http://localhost:8080
 # Local HTTP setups may use the callback URL inferred by the application.
 # GOOGLE_OAUTH_REDIRECT_URI=https://your-domain.com/api/email/oauth/google/callback
 
+# Origin the MCP OAuth callback is sent back to, for remote (Streamable HTTP)
+# MCP servers that register it dynamically. Defaults to http://localhost:$APP_PORT,
+# which is right only when you reach Odysseus directly on that port. Set it for
+# HTTPS, reverse-proxy, hosted, and Docker installs — inside the container the
+# app always listens on 7000 and cannot see the host port map, so the default is
+# wrong there whenever APP_PORT is not 7000.
+#
+# Not for Google MCP servers. Those use Desktop App credentials, and Google only
+# accepts loopback redirect URIs for that client type, so a public origin here is
+# rejected with redirect_uri_mismatch. Leave it unset for a Google-only install:
+# the loopback default is what Google wants, and remote users finish through the
+# paste-back page, which never has to load the redirect.
+# https://developers.google.com/identity/protocols/oauth2/native-app
+# OAUTH_REDIRECT_BASE_URL=https://your-domain.com
+
 # ============================================================
 # Misc
 # ============================================================
@@ -189,6 +216,7 @@ SEARXNG_INSTANCE=http://localhost:8080
 # ODYSSEUS_EMAIL_COMPOSE_UPLOAD_MAX_BYTES=26214400       # email compose attachment (25 MB)
 # ODYSSEUS_STT_MAX_AUDIO_BYTES=26214400                  # speech-to-text audio (25 MB)
 # ODYSSEUS_ICS_MAX_BYTES=10485760                        # calendar .ics import (10 MB)
+# ODYSSEUS_TTS_CACHE_MAX_BYTES=524288000                 # TTS cache (500 MB)
 
 # ============================================================
 # Host Docker access (explicit opt-in)

.gitattributes

@@ -15,6 +15,13 @@ docker/entrypoint.sh text eol=lf
 *.cmd text eol=crlf
 *.bat text eol=crlf
 
+# Vendored third-party bundles in static/lib/ are published minified artifacts
+# and must stay byte-identical to what npm ships — stripping trailing whitespace
+# to satisfy `git diff --check` would desync them from the upstream release. Turn
+# the whitespace check off for that tree instead, and keep the bundles out of
+# GitHub's language statistics.
+static/lib/** -whitespace linguist-vendored
+
 # Binary assets — never normalize.
 *.png  binary
 *.jpg  binary

.github/CODEOWNERS

@@ -6,4 +6,4 @@
 # A per-area ownership map (security/auth, CI, frontend, agent internals, with
 # multiple named owners per line) is being worked out in issue #593; once
 # agreed it replaces this file. Until then, required reviews and the security
-# CI gate (docs/security-ci.md) remain in force via branch protection.
+# CI gate (website/security-ci.md) remain in force via branch protection.

.github/ISSUE_TEMPLATE/bug_report.yml

@@ -26,6 +26,18 @@ body:
         - label: I am running the latest code from the `dev` branch (the default branch you get on clone, where fixes land first) and the bug still reproduces there. Please `git pull` the latest `dev` before filing.
           required: true
 
+  - type: input
+    id: revision
+    attributes:
+      label: Odysseus Revision
+      description: |
+        From the repository root (on the host when using Docker), run
+        `git show -s --abbrev=12 --format='%h (%cs)' HEAD`
+        and paste the output exactly.
+      placeholder: "1fef4929cf1d (2026-08-11)"
+    validations:
+      required: true
+
   - type: dropdown
     id: install-method
     attributes:

.github/ISSUE_TEMPLATE/feature_request.yml

@@ -8,8 +8,8 @@ body:
       value: |
         **Before submitting:** search [open issues](https://github.com/odysseus-dev/odysseus/issues)
         and [discussions](https://github.com/odysseus-dev/odysseus/discussions) first.
-        The [roadmap](https://github.com/odysseus-dev/odysseus/blob/main/ROADMAP.md) is directional rather than a complete backlog.
-        Feature requests that duplicate an existing issue or accepted proposal may be closed as duplicates.
+        Feature requests that duplicate [ROADMAP.md](https://github.com/odysseus-dev/odysseus/blob/main/ROADMAP.md)
+        or an existing open issue will be closed as duplicates.
 
         If your idea needs community input before it becomes a concrete proposal,
         start a [discussion](https://github.com/odysseus-dev/odysseus/discussions/categories/ideas) instead.

.github/pull_request_template.md

@@ -28,6 +28,7 @@ Fixes #
 - [ ] This PR targets `dev`
 - [ ] My changes are limited to the scope described above — no unrelated refactors or whitespace changes mixed in.
 - [ ] I actually ran the app (`docker compose up` or `uvicorn app:app`) and verified the change works end-to-end. Type-checks and unit tests are not enough.
+- [ ] I did not run the app/runtime validation and stated that gap in **How to Test**. Leave this unchecked when the app-run box above is checked.
 
 ## How to Test
 

.github/scripts/check-issue-description.js

@@ -41,6 +41,14 @@ module.exports = async ({ github, context, core }) => {
       break;
 
     case 'bug': {
+      const revisionText = section('Odysseus Revision');
+      if (!/^[0-9a-f]{12} \(\d{4}-\d{2}-\d{2}\)$/i.test(revisionText)) {
+        failures.push(
+          '**Odysseus Revision** — paste the 12-character commit SHA and date, ' +
+          'for example `1fef4929cf1d (2026-08-11)`',
+        );
+      }
+
       if (!section('Install Method')) {
         failures.push('**Install Method** — select how you installed Odysseus');
       }
@@ -153,6 +161,16 @@ module.exports = async ({ github, context, core }) => {
     }
   }
 
+  const LABEL_BAD  = 'needs more info';
+  const LABEL_GOOD = 'ready for review';
+
+  // Closed issues are no longer awaiting review.
+  // This also prevents later edits to closed issues from restoring the label.
+  if (issue.state === 'closed') {
+    await dropLabel(LABEL_GOOD);
+    return;
+  }
+
   // ── Find existing bot comment to update in-place ──────────────────────────
   const MARKER = '<!-- issue-description-check -->';
   const { data: comments } = await github.rest.issues.listComments({
@@ -160,9 +178,6 @@ module.exports = async ({ github, context, core }) => {
   });
   const existing = comments.find(c => c.user.type === 'Bot' && c.body.includes(MARKER));
 
-  const LABEL_BAD  = 'needs more info';
-  const LABEL_GOOD = 'ready for review';
-
   if (failures.length === 0) {
     if (existing) {
       await github.rest.issues.deleteComment({ owner, repo, comment_id: existing.id });

.github/scripts/check-pr-description.js

@@ -21,11 +21,11 @@ module.exports = async ({ github, context, core }) => {
     return strip(m?.[0].replace(new RegExp(`#+\\s+${heading}`, 'i'), '') ?? '');
   }
 
-  const problems = [];
+  const descriptionProblems = [];
 
   // 1. Summary must be filled in.
   if (section('Summary').length < 20) {
-    problems.push('**Summary** is empty or too short — describe what changed and why.');
+    descriptionProblems.push('**Summary** is empty or too short — describe what changed and why.');
   }
 
   // 2. Linked Issue must reference a real issue. Accept a bare #NNN, a closing
@@ -34,18 +34,18 @@ module.exports = async ({ github, context, core }) => {
   const linkedSection = section('Linked Issue');
   const hasIssueRef = /#\d+\b/.test(linkedSection) || /\/issues\/\d+/.test(linkedSection);
   if (!linkedSection || !hasIssueRef) {
-    problems.push('**Linked Issue** — add a reference like `Fixes #NNN`, a bare `#NNN`, or a link to the issue.');
+    descriptionProblems.push('**Linked Issue** — add a reference like `Fixes #NNN`, a bare `#NNN`, or a link to the issue.');
   }
 
   // 3. At least one Type of Change box must be checked.
   const typeBlock = body.match(/##\s+Type of Change[\s\S]*?(?=\n##\s|$)/i)?.[0] ?? '';
   if (!/- \[x\]/i.test(typeBlock)) {
-    problems.push('**Type of Change** — check at least one box.');
+    descriptionProblems.push('**Type of Change** — check at least one box.');
   }
 
   // 4. Duplicate-search checklist item must be checked.
   if (!/- \[x\] I searched/i.test(body)) {
-    problems.push('**Checklist** — check the duplicate-search box to confirm you searched existing issues and PRs.');
+    descriptionProblems.push('**Checklist** — check the duplicate-search box to confirm you searched existing issues and PRs.');
   }
 
   // 5. How to Test must contain enough real detail for a reviewer to act on.
@@ -53,7 +53,83 @@ module.exports = async ({ github, context, core }) => {
   //    code block — so we only require non-trivial content, not a specific shape.
   const howTo = section('How to Test');
   if (howTo.length < 30) {
-    problems.push('**How to Test** — explain how a reviewer can verify this change. Numbered steps, the commands you ran, or a short code block all work — give a sentence or two of real detail (not just "tested locally").');
+    descriptionProblems.push('**How to Test** — explain how a reviewer can verify this change. Numbered steps, the commands you ran, or a short code block all work — give a sentence or two of real detail (not just "tested locally").');
+  }
+
+  // Classify paths from GitHub's API. This workflow runs in the privileged base
+  // context, so it must never check out or execute code from the PR branch.
+  const changedFiles = await github.paginate(github.rest.pulls.listFiles, {
+    owner, repo, pull_number: prNum, per_page: 100,
+  });
+  const changedPaths = changedFiles.map(file => file.filename);
+
+  function isUiSensitivePath(filename) {
+    const path = filename.toLowerCase();
+    return path.startsWith('static/')
+      || path.startsWith('templates/')
+      || /\.(?:html?|css|svg)$/.test(path);
+  }
+
+  function isDocsOnlyPath(filename) {
+    const path = filename.toLowerCase();
+    return /\.(?:md|mdx|rst|adoc|txt)$/.test(path)
+      || (path.startsWith('docs/') && !isUiSensitivePath(path));
+  }
+
+  function isRuntimeSensitivePath(filename) {
+    const path = filename.toLowerCase();
+    if (isUiSensitivePath(path)) return false;
+    if (path.startsWith('tests/') || path.startsWith('.github/')) return false;
+    return /^(?:app\.py|routes\/|services\/|src\/|core\/|mcp_servers\/|scripts\/|docker\/)/.test(path)
+      || /^(?:dockerfile|docker-compose.*\.ya?ml|requirements(?:-optional)?\.txt|pyproject\.toml|setup\.py)$/.test(path)
+      || /\.(?:py|sh|ps1|bat)$/.test(path);
+  }
+
+  let classification = 'tooling';
+  if (changedPaths.some(isUiSensitivePath)) {
+    classification = 'UI-sensitive';
+  } else if (changedPaths.some(isRuntimeSensitivePath)) {
+    classification = 'backend/runtime';
+  } else if (changedPaths.length > 0 && changedPaths.every(isDocsOnlyPath)) {
+    classification = 'docs-only';
+  }
+
+  const appRan = /- \[x\]\s+I actually ran the app\b/i.test(body);
+  const appNotRun = /- \[x\]\s+I did not run the app\/runtime validation\b/i.test(body);
+  // Anchor on the wording, not the template's emphasis: a ticked box the author
+  // retyped without the surrounding ** renders identically on the PR page, so
+  // treating it as unchecked is invisible from their side. Matches the two
+  // attestations above, which already ignore formatting.
+  const screenshotChecked = /- \[x\]\s+[*_]{0,2}Screenshot or short clip[*_]{0,2}/i.test(body);
+  const screenshotSection = section('Screenshots / clips');
+  const hasVisualEvidence = /!\[[^\]]*\]\([^)]+\)|<(?:img|video|source)\b[^>]*(?:src|href)=|https?:\/\/[^\s)]+/i.test(screenshotSection);
+  const evidenceGaps = [];
+  let needsRuntimeValidation = false;
+  let needsVisualEvidence = false;
+
+  if (classification === 'backend/runtime' || classification === 'UI-sensitive') {
+    if (appRan && appNotRun) {
+      needsRuntimeValidation = true;
+      evidenceGaps.push('The app-run and explicit not-run boxes are both checked. Select the one state that is true.');
+    } else if (!appRan) {
+      needsRuntimeValidation = true;
+      if (appNotRun) {
+        evidenceGaps.push('The author explicitly reports that app/runtime validation was not performed.');
+      } else {
+        evidenceGaps.push('App/runtime validation is not author-attested. Check the run box only after running it, or check the explicit not-run box and describe the gap.');
+      }
+    }
+  }
+
+  if (classification === 'UI-sensitive') {
+    if (!screenshotChecked) {
+      needsVisualEvidence = true;
+      evidenceGaps.push('The screenshot/clip checkbox is not checked for this UI-sensitive change.');
+    }
+    if (!hasVisualEvidence) {
+      needsVisualEvidence = true;
+      evidenceGaps.push('The Screenshots / clips section does not contain an actual attachment or link.');
+    }
   }
 
   // ── Comment ──────────────────────────────────────────────────────────────
@@ -62,22 +138,43 @@ module.exports = async ({ github, context, core }) => {
   });
   const existing = comments.find(c => (c.body ?? '').includes(MARKER));
 
-  if (problems.length === 0) {
+  if (descriptionProblems.length === 0 && evidenceGaps.length === 0) {
     if (existing) {
       await github.rest.issues.deleteComment({ owner, repo, comment_id: existing.id });
     }
   } else {
-    const commentBody = [
-      MARKER,
-      '⚠️ **PR description — action needed**',
-      '',
-      'The following required sections are missing or incomplete. Please update the PR description to address them:',
-      '',
-      problems.map(p => `- ${p}`).join('\n'),
+    const commentLines = [MARKER];
+    if (descriptionProblems.length > 0) {
+      commentLines.push(
+        '⚠️ **PR description — action needed**',
+        '',
+        'The following required sections are missing or incomplete. Please update the PR description to address them:',
+        '',
+        descriptionProblems.map(problem => `- ${problem}`).join('\n'),
+      );
+    } else {
+      commentLines.push(
+        '⚠️ **PR description is complete; validation evidence is still outstanding**',
+        '',
+        `Changed-file classification: **${classification}**.`,
+      );
+    }
+    if (evidenceGaps.length > 0) {
+      commentLines.push(
+        '',
+        '**Author-reported runtime / visual state**',
+        '',
+        evidenceGaps.map(gap => `- ${gap}`).join('\n'),
+        '',
+        'Checkboxes are author attestations. GitHub Actions results remain the execution evidence for CI; this check does not prove that a local command ran.',
+      );
+    }
+    commentLines.push(
       '',
       '---',
-      '_This comment is deleted automatically once all sections are complete._',
-    ].join('\n');
+      '_This comment updates automatically when the description or changed files change._',
+    );
+    const commentBody = commentLines.join('\n');
 
     if (existing) {
       await github.rest.issues.updateComment({ owner, repo, comment_id: existing.id, body: commentBody });
@@ -97,34 +194,47 @@ module.exports = async ({ github, context, core }) => {
       return true;
     } catch (e) {
       if (e.status === 404) return false;
+      if (e.status === 403) {
+        core.warning(`Could not inspect label "${name}" — token lacks label read access; skipping.`);
+        return false;
+      }
       throw e;
     }
   }
 
-  async function swapLabel(num, add, remove) {
-    if (await labelExists(add)) {
+  async function setLabel(name, wanted) {
+    if (wanted && await labelExists(name)) {
       try {
-        await github.rest.issues.addLabels({ owner, repo, issue_number: num, labels: [add] });
+        await github.rest.issues.addLabels({ owner, repo, issue_number: prNum, labels: [name] });
       } catch (e) {
         // Fail soft on a token that can't write labels so a label permission
         // problem never masks the actual description verdict.
-        if (e.status !== 403) throw e;
-        core.warning(`Could not add "${add}" — token lacks label write here; skipping.`);
+        if (e.status !== 403 && e.status !== 404) throw e;
+        core.warning(`Could not add "${name}" — label is unavailable or the token lacks label write access; skipping.`);
       }
+    } else if (wanted) {
+      core.warning(`Label "${name}" does not exist in the repo — skipping. Create it once to enable labelling.`);
     } else {
-      core.warning(`Label "${add}" does not exist in the repo — skipping. Create it once to enable labelling.`);
-    }
-    try {
-      await github.rest.issues.removeLabel({ owner, repo, issue_number: num, name: remove });
-    } catch (e) {
-      if (e.status !== 404 && e.status !== 410 && e.status !== 403) throw e;
+      try {
+        await github.rest.issues.removeLabel({ owner, repo, issue_number: prNum, name });
+      } catch (e) {
+        if (e.status !== 404 && e.status !== 410 && e.status !== 403) throw e;
+      }
     }
   }
 
-  if (problems.length === 0) {
-    await swapLabel(prNum, 'ready for review', 'needs work');
-  } else {
-    await swapLabel(prNum, 'needs work', 'ready for review');
-    core.setFailed(`PR description has ${problems.length} issue(s) — see bot comment for details.`);
+  const descriptionComplete = descriptionProblems.length === 0;
+  const evidenceComplete = evidenceGaps.length === 0;
+  const isDraft = Boolean(context.payload.pull_request.draft);
+  await setLabel(
+    'ready for review',
+    descriptionComplete && evidenceComplete && !isDraft,
+  );
+  await setLabel('needs work', !descriptionComplete);
+  await setLabel('needs runtime validation', needsRuntimeValidation);
+  await setLabel('needs visual evidence', needsVisualEvidence);
+
+  if (!descriptionComplete) {
+    core.setFailed(`PR description has ${descriptionProblems.length} issue(s) — see bot comment for details.`);
   }
 };

.github/workflows/ci.yml

@@ -2,7 +2,7 @@ name: CI
 
 on:
   push:
-    branches: [main]
+    branches: [main, dev]
   pull_request:
 
 # Least privilege: none of the jobs write to the repo.
@@ -21,7 +21,7 @@ jobs:
     runs-on: ubuntu-latest
     continue-on-error: true
     steps:
-      - uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+      - uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           fetch-depth: 0
           persist-credentials: false
@@ -73,10 +73,10 @@ jobs:
     name: Python syntax (compileall)
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+      - uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
-      - uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405  # v6.2.0
+      - uses: actions/setup-python@5fda3b95a4ea91299a34e894583c3862153e4b97  # v7.0.0
         with:
           python-version: "3.11"
       # Byte-compile sources — catches syntax errors without installing deps.
@@ -86,10 +86,10 @@ jobs:
     name: JS syntax (node --check)
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+      - uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
-      - uses: actions/setup-node@48b55a011bda9f5d6aeb4c2d9c7362e8dae4041e  # v6.4.0
+      - uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020  # v7.0.0
         with:
           node-version: "20"
       # Syntax-check our own JS (skip vendored libs in static/lib).
@@ -103,17 +103,14 @@ jobs:
   python-tests:
     name: Python tests (pytest)
     runs-on: ubuntu-latest
-    # Informational for now: the suite has known flaky / environment-dependent
-    # failures (test isolation + embedding-model assertions). Tracked under the
-    # ROADMAP "fresh install smoke tests" item; make this required once green.
-    continue-on-error: true
+    # Make Python test validation authoritative for the configured scope.
     steps:
-      - uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+      - uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           fetch-depth: 0
           persist-credentials: false
 
-      # Detect whether this PR only touches documentation files.
+      # Detect whether this PR only touches repository prose outside the Pages site.
       # If so, skip the expensive pytest run while still reporting a passing check.
       - name: Check for docs-only changes
         id: docs-check
@@ -125,9 +122,10 @@ jobs:
             BASE="${{ github.event.before }}"
             HEAD="${{ github.sha }}"
           fi
-          # List all changed files; if every file matches docs/markdown patterns, skip pytest.
+          # Keep website/ and assets/branding/ out of this bypass: pytest owns
+          # regression guards for their published-file and orphan-asset contracts.
           changed=$(git diff --name-only "$BASE" "$HEAD" 2>/dev/null || git diff --name-only HEAD~1 HEAD)
-          non_docs=$(echo "$changed" | grep -Ev '^(docs/|.*\.md$|\.github/[^/]+\.md$)' || true)
+          non_docs=$(echo "$changed" | grep -Ev '^(docs/|[^/]+\.md$|\.github/[^/]+\.md$)' || true)
           if [ -z "$non_docs" ]; then
             echo "docs_only=true" >> "$GITHUB_OUTPUT"
             echo "Docs-only change detected — skipping pytest."
@@ -135,7 +133,7 @@ jobs:
             echo "docs_only=false" >> "$GITHUB_OUTPUT"
           fi
 
-      - uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405  # v6.2.0
+      - uses: actions/setup-python@5fda3b95a4ea91299a34e894583c3862153e4b97  # v7.0.0
         if: steps.docs-check.outputs.docs_only != 'true'
         with:
           python-version: "3.11"

.github/workflows/codeql.yml

@@ -27,15 +27,15 @@ jobs:
         language: [actions, javascript-typescript, python]
     steps:
       - name: Checkout
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
       - name: Initialize CodeQL
-        uses: github/codeql-action/init@8aad20d150bbac5944a9f9d289da16a4b0d87c1e  # v4.36.2
+        uses: github/codeql-action/init@ff2f1c621b7f889edc0d3c761ac2e6a3f8cdb0dd  # v4.37.7
         with:
           languages: ${{ matrix.language }}
           build-mode: none
       - name: Perform CodeQL Analysis
-        uses: github/codeql-action/analyze@8aad20d150bbac5944a9f9d289da16a4b0d87c1e  # v4.36.2
+        uses: github/codeql-action/analyze@ff2f1c621b7f889edc0d3c761ac2e6a3f8cdb0dd  # v4.37.7
         with:
           category: "/language:${{ matrix.language }}"

.github/workflows/container-scan.yml

@@ -37,12 +37,12 @@ jobs:
       contents: read
     steps:
       - name: Checkout repository
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
 
       - name: Lint Dockerfile
-        uses: hadolint/hadolint-action@2332a7b74a6de0dda2e2221d575162eba76ba5e5  # v3.3.0
+        uses: hadolint/hadolint-action@2a66e89f53d0771bb131a7fa31f3136336094aa6  # v3.4.0
         with:
           dockerfile: Dockerfile
           # DL3008: pinning apt package versions is impractical on a -slim base

.github/workflows/container-trivy.yml

@@ -23,12 +23,16 @@ on:
     paths-ignore:
       - '**.md'
       - 'docs/**'
+      - 'website/**'
+      - 'assets/branding/**'
       - '.github/ISSUE_TEMPLATE/**'
   push:
     branches: [main]
     paths-ignore:
       - '**.md'
       - 'docs/**'
+      - 'website/**'
+      - 'assets/branding/**'
       - '.github/ISSUE_TEMPLATE/**'
   workflow_dispatch:
 
@@ -52,17 +56,17 @@ jobs:
       contents: read
     steps:
       - name: Checkout repository
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
 
       - name: Set up Buildx
-        uses: docker/setup-buildx-action@d7f5e7f509e45cec5c76c4d5afdd7de93d0b3df5  # v4.1.0
+        uses: docker/setup-buildx-action@37fe631027851001ddb9b187196cc803df7f5f0e  # v4.3.0
 
       # Build without pushing so a broken Dockerfile is caught here, and the
       # exact image we ship is what gets scanned.
       - name: Build image
-        uses: docker/build-push-action@f9f3042f7e2789586610d6e8b85c8f03e5195baf  # v7.2.0
+        uses: docker/build-push-action@53b7df96c91f9c12dcc8a07bcb9ccacbed38856a  # v7.3.0
         with:
           context: .
           push: false
@@ -93,15 +97,15 @@ jobs:
       security-events: write  # upload SARIF to the Security tab
     steps:
       - name: Checkout repository
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
 
       - name: Set up Buildx
-        uses: docker/setup-buildx-action@d7f5e7f509e45cec5c76c4d5afdd7de93d0b3df5  # v4.1.0
+        uses: docker/setup-buildx-action@37fe631027851001ddb9b187196cc803df7f5f0e  # v4.3.0
 
       - name: Build image
-        uses: docker/build-push-action@f9f3042f7e2789586610d6e8b85c8f03e5195baf  # v7.2.0
+        uses: docker/build-push-action@53b7df96c91f9c12dcc8a07bcb9ccacbed38856a  # v7.3.0
         with:
           context: .
           push: false
@@ -119,7 +123,7 @@ jobs:
           TRIVY_DB_REPOSITORY: ghcr.io/aquasecurity/trivy-db:2
 
       - name: Upload Trivy results
-        uses: github/codeql-action/upload-sarif@8aad20d150bbac5944a9f9d289da16a4b0d87c1e  # v4.36.2
+        uses: github/codeql-action/upload-sarif@ff2f1c621b7f889edc0d3c761ac2e6a3f8cdb0dd  # v4.37.7
         with:
           sarif_file: trivy-results.sarif
           category: trivy-image

.github/workflows/dependency-review.yml

@@ -36,7 +36,7 @@ jobs:
       contents: read
     steps:
       - name: Checkout repository
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
 
@@ -55,12 +55,12 @@ jobs:
       contents: read
     steps:
       - name: Checkout repository
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
 
       - name: Set up Python
-        uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405  # v6.2.0
+        uses: actions/setup-python@5fda3b95a4ea91299a34e894583c3862153e4b97  # v7.0.0
         with:
           python-version: '3.12'
 

.github/workflows/deploy-pages.yml

@@ -0,0 +1,50 @@
+name: Deploy GitHub Pages
+
+on:
+  push:
+    branches: [main]
+    paths:
+      - 'website/**'
+      - '.github/workflows/deploy-pages.yml'
+  workflow_dispatch:
+
+permissions: {}
+
+concurrency:
+  group: pages
+  cancel-in-progress: false
+
+jobs:
+  build:
+    name: Package static site
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+      pages: read
+    steps:
+      - uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
+        with:
+          persist-credentials: false
+      - uses: actions/configure-pages@45bfe0192ca1faeb007ade9deae92b16b8254a0d  # v6.0.0
+      - uses: actions/jekyll-build-pages@44a6e6beabd48582f863aeeb6cb2151cc1716697  # v1.0.13
+        with:
+          source: website
+          destination: _site
+      - uses: actions/upload-pages-artifact@fc324d3547104276b827a68afc52ff2a11cc49c9  # v5.0.0
+        with:
+          path: _site
+
+  deploy:
+    name: Deploy static site
+    needs: build
+    runs-on: ubuntu-latest
+    permissions:
+      pages: write
+      id-token: write
+    environment:
+      name: github-pages
+      url: ${{ steps.deployment.outputs.page_url }}
+    steps:
+      - name: Deploy to GitHub Pages
+        id: deployment
+        uses: actions/deploy-pages@cd2ce8fcbc39b97be8ca5fce6e763baed58fa128  # v5.0.0

.github/workflows/docker-publish.yml

@@ -14,6 +14,8 @@ on:
     paths-ignore:
       - '**.md'
       - 'docs/**'
+      - 'website/**'
+      - 'assets/branding/**'
       - '.github/ISSUE_TEMPLATE/**'
 
 concurrency:
@@ -45,20 +47,20 @@ jobs:
             arch: arm64
             runner: ubuntu-24.04-arm
     steps:
-      - uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+      - uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
       - name: Set up Buildx
-        uses: docker/setup-buildx-action@d7f5e7f509e45cec5c76c4d5afdd7de93d0b3df5  # v4.1.0
+        uses: docker/setup-buildx-action@37fe631027851001ddb9b187196cc803df7f5f0e  # v4.3.0
       - name: Log in to GHCR
-        uses: docker/login-action@650006c6eb7dba73a995cc03b0b2d7f5ca915bee  # v4.2.0
+        uses: docker/login-action@dbcb813823bdd20940b903addbd779551569679f  # v4.6.0
         with:
           registry: ${{ env.REGISTRY }}
           username: ${{ github.actor }}
           password: ${{ secrets.GITHUB_TOKEN }}
       - name: Build and push by digest
         id: build
-        uses: docker/build-push-action@f9f3042f7e2789586610d6e8b85c8f03e5195baf  # v7.2.0
+        uses: docker/build-push-action@53b7df96c91f9c12dcc8a07bcb9ccacbed38856a  # v7.3.0
         with:
           context: .
           platforms: ${{ matrix.platform }}
@@ -86,7 +88,7 @@ jobs:
       contents: read
       packages: write
     steps:
-      - uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+      - uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
       - name: Read APP_VERSION + short sha
@@ -103,16 +105,16 @@ jobs:
           pattern: digest-*
           merge-multiple: true
       - name: Set up Buildx
-        uses: docker/setup-buildx-action@d7f5e7f509e45cec5c76c4d5afdd7de93d0b3df5  # v4.1.0
+        uses: docker/setup-buildx-action@37fe631027851001ddb9b187196cc803df7f5f0e  # v4.3.0
       - name: Log in to GHCR
-        uses: docker/login-action@650006c6eb7dba73a995cc03b0b2d7f5ca915bee  # v4.2.0
+        uses: docker/login-action@dbcb813823bdd20940b903addbd779551569679f  # v4.6.0
         with:
           registry: ${{ env.REGISTRY }}
           username: ${{ github.actor }}
           password: ${{ secrets.GITHUB_TOKEN }}
       - name: Compute tags
         id: meta
-        uses: docker/metadata-action@80c7e94dd9b9319bd5eb7a0e0fe9291e23a2a2e9  # v6.1.0
+        uses: docker/metadata-action@dc802804100637a589fabce1cb79ff13a1411302  # v6.2.0
         with:
           images: ${{ env.REGISTRY }}/${{ env.IMAGE_NAME }}
           tags: |

.github/workflows/issue-description-check.yml

@@ -2,7 +2,7 @@ name: ci / issue description check
 
 on:
   issues:
-    types: [opened, edited, reopened]
+    types: [opened, edited, reopened, closed]
 
 permissions:
   issues: write
@@ -14,7 +14,7 @@ jobs:
     # Skip bots (Dependabot, release-drafter, etc.)
     if: ${{ github.event.issue.user.type != 'Bot' }}
     steps:
-      - uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+      - uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           sparse-checkout: .github/scripts
           persist-credentials: false

.github/workflows/pr-description-check.yml

@@ -5,7 +5,11 @@ on:
   # works on fork PRs. Safe here: the checkout pins to the base branch (no fork
   # code runs) and the scripts only read context.payload and call the GitHub API.
   pull_request_target:  # zizmor: ignore[dangerous-triggers]
-    types: [opened, edited, synchronize, reopened, ready_for_review]
+    types: [opened, edited, synchronize, reopened, ready_for_review, converted_to_draft]
+
+concurrency:
+  group: pr-description-${{ github.event.pull_request.number }}
+  cancel-in-progress: true
 
 # Default-deny at the workflow level; each job opts into only the scopes it needs.
 # Note: modifying a PR's labels/comments needs pull-requests:write even though the
@@ -23,7 +27,7 @@ jobs:
     # Skip bots: they open PRs programmatically and have their own process.
     if: github.event.pull_request.user.type != 'Bot'
     steps:
-      - uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+      - uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           ref: ${{ github.base_ref }}
           sparse-checkout: .github/scripts
@@ -59,12 +63,14 @@ jobs:
 
   check-mergeable:
     name: Flag unmergeable PRs
+    needs: check-description
     runs-on: ubuntu-latest
     permissions:
       pull-requests: write
       issues: write
-    # Skip bots: they open PRs programmatically and have their own process.
-    if: github.event.pull_request.user.type != 'Bot'
+    # Run after description validation failures, but never from an obsolete
+    # workflow run canceled by a newer PR event.
+    if: ${{ !cancelled() && github.event.pull_request.user.type != 'Bot' }}
     steps:
       - uses: actions/github-script@3a2844b7e9c422d3c10d287c895573f7108da1b3  # v9.0.0
         with:

.github/workflows/secret-scan.yml

@@ -35,7 +35,7 @@ jobs:
       contents: read
     steps:
       - name: Checkout repository
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           # Full history so a secret committed in an earlier commit (and later
           # deleted) is still caught -- deletion does not remove it from Git.

.github/workflows/workflow-security.yml

@@ -36,7 +36,7 @@ jobs:
       contents: read
     steps:
       - name: Checkout repository
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
 
@@ -61,12 +61,12 @@ jobs:
       contents: read
     steps:
       - name: Checkout repository
-        uses: actions/checkout@9c091bb21b7c1c1d1991bb908d89e4e9dddfe3e0  # v7.0.0
+        uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1  # v7.0.1
         with:
           persist-credentials: false
 
       - name: Set up Python
-        uses: actions/setup-python@a309ff8b426b58ec0e2a45f0f869d46889d02405  # v6.2.0
+        uses: actions/setup-python@5fda3b95a4ea91299a34e894583c3862153e4b97  # v7.0.0
         with:
           python-version: '3.12'
 

.gitignore

@@ -85,6 +85,24 @@ output.txt.txt
 !docs/**/*.gif
 !docs/**/*.webp
 
+# …except shipped website and branding media.
+!website/**/*.jpg
+!website/**/*.jpeg
+!website/**/*.png
+!website/**/*.gif
+!website/**/*.bmp
+!website/**/*.webp
+!website/**/*.tiff
+!website/**/*.pdf
+!assets/branding/**/*.jpg
+!assets/branding/**/*.jpeg
+!assets/branding/**/*.png
+!assets/branding/**/*.gif
+!assets/branding/**/*.bmp
+!assets/branding/**/*.webp
+!assets/branding/**/*.tiff
+!assets/branding/**/*.pdf
+
 # Reports and temp files
 reports/
 tasks/

ACKNOWLEDGMENTS.md

@@ -65,6 +65,16 @@ Vendored in `static/lib/` and served directly:
 | [jsPDF](https://github.com/parallax/jsPDF) (bundled in html2pdf) | PDF generation | MIT |
 | [html2canvas](https://github.com/niklasvh/html2canvas) (bundled in html2pdf) | DOM → canvas rasterization | MIT |
 | [node-qrcode](https://github.com/soldair/node-qrcode) (`qrcode.min.js`) | QR-code rendering (2FA setup) | MIT |
+| [KaTeX](https://github.com/KaTeX/KaTeX) v0.16.22 (`katex/katex.min.{js,css}` + `katex/fonts/*.woff2`) | Math typesetting | MIT ([`licenses/KaTeX-MIT-LICENSE.txt`](licenses/KaTeX-MIT-LICENSE.txt)) |
+| [Mermaid](https://github.com/mermaid-js/mermaid) v11.16.1 (`mermaid.min.js`) | Diagrams from text | MIT ([`licenses/Mermaid-MIT-LICENSE.txt`](licenses/Mermaid-MIT-LICENSE.txt)) |
+
+KaTeX and Mermaid are loaded on first use by `static/js/markdown.js` rather than
+from `index.html`, so a session that renders no math and no diagram never fetches
+either. Only the `.woff2` KaTeX fonts are shipped, matching `static/fonts/`; the
+`.woff` and `.ttf` variants its stylesheet also lists are never requested by a
+browser that supports `woff2`. The bundles are the published npm artifacts,
+unmodified — `.gitattributes` turns the whitespace check off for `static/lib/`
+so they can stay byte-identical to upstream.
 
 ## Front-end libraries loaded at runtime (CDN)
 
@@ -72,8 +82,6 @@ Referenced from `cdn.jsdelivr.net` / `cdnjs.cloudflare.com` at runtime — not v
 
 | Library | Purpose | License |
 |---|---|---|
-| [KaTeX](https://github.com/KaTeX/KaTeX) 0.16.22 | Math typesetting | MIT |
-| [Mermaid](https://github.com/mermaid-js/mermaid) 11 | Diagrams from text | MIT |
 | [Pyodide](https://github.com/pyodide/pyodide) 0.27.5 | In-browser Python runtime | MPL-2.0 |
 | [PDFObject](https://github.com/pipwerks/PDFObject) 2.1.1 | Inline PDF embedding | MIT |
 

README.md

@@ -1,7 +1,5 @@
-# Odysseus
-
 <p align="center">
-  <img src="docs/odysseus-wordmark.png" alt="Odysseus" width="238">
+  <img src="assets/branding/odysseus-wordmark.png" alt="Odysseus" width="238">
 </p>
 
 <p align="center">
@@ -10,9 +8,7 @@
 
 <p align="center">
   <a href="#quick-start">Quick Start</a> ·
-  <a href="docs/setup.md">Setup Guide</a> ·
-  <a href="docs/ARCHITECTURE.md">Architecture</a> ·
-  <a href="SECURITY.md">Security</a> ·
+  <a href="website/setup.md">Setup Guide</a> ·
   <a href="CONTRIBUTING.md">Contributing</a> ·
   <a href="ROADMAP.md">Roadmap</a>
 </p>
@@ -22,7 +18,7 @@
 </p>
 
 <p align="center">
-  <img src="docs/odysseus-browser.jpg" alt="Odysseus interface">
+  <img src="assets/branding/odysseus-browser.jpg" alt="Odysseus interface">
 </p>
 
 ---
@@ -40,7 +36,7 @@ docker compose up -d --build
 
 Open `http://localhost:7000` when the containers are healthy. The first admin password is printed in `docker compose logs odysseus`.
 
-Native installs, GPU notes, Windows/macOS instructions, HTTPS, and configuration live in the [setup guide](docs/setup.md).
+Native installs, GPU notes, Windows/macOS instructions, HTTPS, and configuration live in the [setup guide](website/setup.md).
 
 ## Features
 
@@ -55,26 +51,31 @@ Native installs, GPU notes, Windows/macOS instructions, HTTPS, and configuration
 
 ## Demo
 
-Explore the interface through the [interactive product tour](docs/index.html).
+A full hover-to-play tour lives on the [Odysseus landing page](https://odysseus-dev.github.io/odysseus/). Its source lives under [`website/`](website/).
 
 ## Contributing
 
-Help is welcome. The best entry points are fresh-install testing, provider setup bugs, mobile/editor polish, documentation, and small focused refactors. Read the [contributing guide](CONTRIBUTING.md), review the [public roadmap](ROADMAP.md), and browse the open [GitHub issues](https://github.com/odysseus-dev/odysseus/issues).
+Help is welcome. The best entry points are fresh-install testing, provider setup bugs, mobile/editor polish, docs, and small focused refactors. See [CONTRIBUTING.md](CONTRIBUTING.md) and [ROADMAP.md](ROADMAP.md).
 
 ## Security
 
-Odysseus is a self-hosted workspace with powerful local tools. Keep auth enabled, keep private data out of Git, and do not expose raw model or service ports publicly. Read the [security policy](SECURITY.md) and the [deployment security guidance](docs/setup.md#security-notes).
+Odysseus is a self-hosted workspace with powerful local tools. Keep auth enabled, keep private data out of Git, and do not expose raw model/service ports publicly.
+
+- Keep `AUTH_ENABLED=true` for any network-accessible deployment.
+- Keep `LOCALHOST_BYPASS=false` outside local development.
+
+Deployment details are in the [setup guide](website/setup.md#security-notes).
 
 ## Star History
 
-<a href="https://www.star-history.com/?repos=odysseus-dev%2Fodysseus&type=date&legend=top-left">
+<a href="https://star-history.dera.page/#odysseus-dev/odysseus&type=date&legend=top-left">
  <picture>
-   <source media="(prefers-color-scheme: dark)" srcset="https://api.star-history.com/chart?repos=odysseus-dev/odysseus&type=date&theme=dark&legend=top-left" />
-   <source media="(prefers-color-scheme: light)" srcset="https://api.star-history.com/chart?repos=odysseus-dev/odysseus&type=date&legend=top-left" />
-   <img alt="Star History Chart" src="https://api.star-history.com/chart?repos=odysseus-dev/odysseus&type=date&legend=top-left" />
+   <source media="(prefers-color-scheme: dark)" srcset="https://star-history.dera.page/svg?repos=odysseus-dev/odysseus&type=date&theme=dark&legend=top-left" />
+   <source media="(prefers-color-scheme: light)" srcset="https://star-history.dera.page/svg?repos=odysseus-dev/odysseus&type=date&legend=top-left" />
+   <img alt="Star History Chart" src="https://star-history.dera.page/svg?repos=odysseus-dev/odysseus&type=date&legend=top-left" />
  </picture>
 </a>
 
 ## License
 
-Licensed under AGPL-3.0-or-later. See the [license](LICENSE) and [acknowledgments](ACKNOWLEDGMENTS.md).
+AGPL-3.0-or-later -- see [LICENSE](LICENSE) and [ACKNOWLEDGMENTS.md](ACKNOWLEDGMENTS.md).

ROADMAP.md

@@ -1,55 +1,87 @@
-# Roadmap
+# Roadmap / Help Wanted
 
-This document provides a high-level view of the areas Odysseus is currently improving.
+Odysseus is on a voyage, but not home yet. It works great for me (lol), but this ship is moving fast and feedback/help would be appreciated! (I don't know what I'm doing, help).
 
-It is directional rather than exhaustive. Priorities may change as the project evolves, defects are discovered, and maintainers learn more from implementation work and user feedback.
+If you see weird CSS, strange layout behavior, or a suspiciously murky corner of
+the codebase, you are probably right to stay away.
 
-For current implementation work, see the open [GitHub issues](https://github.com/odysseus-dev/odysseus/issues). Accepted behaviour should be documented in the repository alongside the code.
+## High Priority
 
-## Current priorities
+- SQUASH BUGS
+- Fresh install smoke tests on Linux, macOS, and Windows. Docker, native Python,
+  and WSL all need coverage.
 
-### Reliability and setup
+- Integration audit: do integrations even work? Confirm what works, what needs setup docs, and what should be removed or hidden. 
+- Cookbook reliability on other computers. This is probably the area most likely to need work across different machines, GPUs, drivers, shells, and Python environments.
+- Cookbook SGLang support across platforms. Make sure SGLang setup/serve works
+  predictably on Linux, Windows/WSL, macOS where possible, Docker, and common
+  NVIDIA/AMD hardware paths.
+- Deep Research model presets by hardware. Recommend approved model/parameter
+  profiles for small, medium, and large local setups so people with different
+  hardware can use Deep Research without guessing. Surface this either in Deep
+  Research settings or as a Cookbook scan/dropdown suggestion.
+- Cookbook model scan/download ranking. Prioritize newer architectures and
+  better hardware-fit models instead of scoring everything almost the same.
+  Ranking should account for architecture age, quant format, VRAM/RAM fit,
+  backend support, vision/mmproj requirements, and likely serve reliability.
+- Cookbook error feedback and logging. Failed downloads, dependency installs,
+  preflights, and serve jobs should show the actual command/output/error in the
+  UI, with copyable logs and clear next steps instead of just "crashed".
+- Agent prompt/context bloat. Agent mode is too heavy for smaller local models:
+  tool schemas, skills, memory, documents, and instructions can eat the context
+  before the user request really starts. We need slimmer prompts, better tool
+  selection, smaller default tool sets, and clearer guidance for models with
+  4k/8k/16k context windows.
+- Local model speculative decoding support. For Odysseus-tuned local models,
+  plan to ship or recommend a small same-tokenizer draft model when the serving
+  backend supports it. Early vLLM testing showed a generic `Qwen3-0.6B` draft
+  beside `Qwen3-8B` can materially reduce wall time, while an unsupported
+  DSpark conversion performed poorly. Treat this as a supported draft-model lane
+  first; keep MTP-specific packaging as future work only when the architecture
+  and runtime support are real. Judge this by time-to-success, tool correctness,
+  grammar, and unchanged target output, not tokens/sec alone.
+- Skill/tool prompt-injection audit. User-editable skills, notes, documents,
+  fetched pages, and memories should be treated as untrusted data. Keep testing
+  whether models follow malicious instructions from those surfaces.
+- Better degraded-state reporting for ChromaDB, SearXNG, email, ntfy, and provider probes.
+- Email performance audit. Fetching, searching, opening, deleting, and sending
+  email can feel slow, especially over IMAP/SMTP providers with high latency.
+  Need someone who knows mail performance to profile the current flow, identify
+  whether the bottleneck is IMAP folder select/fetch, cache invalidation,
+  attachment/body loading, SMTP handshakes, or frontend refresh behavior, then
+  propose safer caching/prefetch/batching without breaking multi-account state.
+- Provider setup/probing audit for Anthropic, Gemini, Groq, xAI, OpenRouter, OpenAI, and DeepSeek.
 
-- Improve fresh-install and smoke-test coverage across supported environments.
-- Make provider setup, probing, and failure states more predictable.
-- Improve Cookbook reliability across hardware, operating systems, drivers, shells, and serving backends.
-- Improve degraded-state reporting and recovery guidance when optional services are unavailable.
+## Refactor Targets
+- CSS cleanup. `static/style.css` basically Calypso's island atm.
+- Tour core helper. The onboarding tours have too much copy-pasted scaffolding; promote a shared `tour-core.js` helper before adding more tours.
+- Modal/window positioning cleanup. Some window controls have improved, but the
+  underlying popup/dropdown/fixed-position behavior is still too fragile.
+- Mobile media override discoverability. A lot of "CSS did not move" bugs are mobile `@media` overrides of the same selector; comments or linting around desktop/mobile paired rules would help.
+- Dead code pass for old routes, stale feature flags, and unused UI states.
 
-### Local model workflows
+## Frontend
 
-- Improve hardware-aware model recommendations and compatibility guidance.
-- Evaluate serving optimizations, including speculative decoding, through reproducible benchmarks.
-- Improve installation, preflight checks, logging, and error reporting for local model serving.
-- Reduce prompt and context overhead for smaller local models.
+- Expand the Editor for quicker, more robust everyday use. Better file/document
+  handling, smoother window behavior, clearer save/export flows, stronger image
+  editing affordances, and fewer brittle edge cases.
+- Better AI integration for Notes and Todos. Notes should be easier for the
+  agent to read, update, summarize, and turn into actions. Todos should be
+  assignable to an agent from the UI, possibly through a button, task action,
+  or dedicated skill/tool flow.
+- Mobile gallery/editor polish. Easier to launch/download inpaint model or any missing pieces.
+- Accessibility pass: keyboard navigation, focus states, contrast, reduced motion.
+- Improve empty states and error messages on fresh installs.
+- Tighten first-run setup, hints, and tours so they do not repeat or fight each other.
+- Vendor CDN assets eventually for a more fully self-hosted/offline mode.
 
-### Safety and resilience
+## Backend
 
-- Continue hardening tool execution, filesystem access, credentials, networking, and destructive operations.
-- Treat content from documents, notes, memories, skills, and fetched pages as potentially untrusted.
-- Improve security-focused regression coverage and operational guidance.
-- Review integrations that expand access to sensitive data or privileged operations.
+- More tests around endpoint probing and provider setup.
+- Better task scheduler defaults and visibility.
+- Backup/restore guide and helper flow for `data/`.
+- Security hardening around admin-only tools and clear docs for their risk.
 
-### Product usability
+## Not The Focus Right Now
 
-- Improve first-run setup, onboarding, hints, and tours.
-- Improve accessibility, keyboard navigation, focus behaviour, contrast, and reduced-motion support.
-- Improve empty states, error messages, and recovery paths.
-- Strengthen Notes, Todos, Editor, mobile, and everyday workspace flows.
-
-### Architecture and maintainability
-
-- Reduce duplication and technical debt through focused, reviewable refactors.
-- Improve subsystem documentation as behaviour and architecture become stable.
-- Remove stale code, obsolete feature flags, and unsupported integrations.
-- Keep implementation decisions grounded in current code and verified behaviour.
-
-## Tracking work
-
-Concrete implementation tasks, defects, proposals, and technical investigations are tracked in:
-
-- [GitHub Issues](https://github.com/odysseus-dev/odysseus/issues)
-- [Contributing Guide](CONTRIBUTING.md)
-
-Maintainers may use additional private coordination tools for ownership, planning, and unresolved decisions.
-
-This roadmap is not a complete backlog or a guarantee that a particular item will be delivered.
+I prob shouldnt add more themes.

SECURITY.md

@@ -10,7 +10,7 @@ Security fixes are handled on the default branch until formal releases are cut.
 
 - Keep `AUTH_ENABLED=true` for any network-accessible deployment.
 - Keep `LOCALHOST_BYPASS=false` outside local development.
-- Set `SECURE_COOKIES=true` when Odysseus is served through HTTPS by a trusted reverse proxy or private access gateway.
+- Leave `SECURE_COOKIES` unset unless you need to override it: session cookies are marked `Secure` whenever the request arrives over HTTPS. Set `SECURE_COOKIES=true` to force it on (for a proxy Odysseus cannot see the scheme of), or `SECURE_COOKIES=false` to force it off while you still serve plain HTTP alongside HTTPS.
 - Use HTTPS when exposing the app beyond localhost.
 - Put the authenticated Odysseus web/API entrypoint behind a trusted reverse proxy or private access layer such as Cloudflare Access, Tailscale, or a VPN.
 - Keep ChromaDB, SearXNG, ntfy, Ollama, vLLM, llama.cpp, databases, and raw model/provider APIs internal-only.
@@ -37,6 +37,4 @@ Only `.env.example`, docs, source, tests, and static assets should be committed.
 
 ## Reporting
 
-Report security vulnerabilities privately through [GitHub Security Advisories](https://github.com/odysseus-dev/odysseus/security/advisories/new).
-
-Do not open a public issue or discussion, and do not disclose exploit details publicly.
+Please report vulnerabilities privately via GitHub security advisories if available, or by opening a minimal issue that does not disclose exploit details.

THREAT_MODEL.md

@@ -37,7 +37,7 @@ Non-admin defaults are in `core/auth.py:DEFAULT_PRIVILEGES`. Tool enforcement is
 
 - **Sessions:** bcrypt passwords, 7-day session tokens stored atomically in `data/sessions.json` via `core/atomic_io.py`.
 - **2FA:** TOTP with 8 single-use backup codes. Verified after password check, before session issuance.
-- **Reserved usernames:** `internal-tool`, `api`, `demo`, `system` cannot be registered or renamed into. Defined in `core/auth.py:RESERVED_USERNAMES`.
+- **Reserved usernames:** request sentinels and the Default/Local storage owner cannot be registered or renamed into. Defined in `core/auth.py:RESERVED_USERNAMES`.
   - `internal-tool` is security-critical: `core/middleware.py:require_admin` treats any request where `request.state.current_user == "internal-tool"` as the in-process tool loopback and grants admin unconditionally. A real account with that name would silently pass every `require_admin` check.
 - **Orphan sessions:** `validate_token` re-checks that the user record still exists on every call. A deleted user's cookie is dropped on next request rather than continuing to authenticate.
 
@@ -68,14 +68,14 @@ External content that reaches the LLM is treated as untrusted via `src/prompt_se
 - `X-Content-Type-Options: nosniff` and `Referrer-Policy: no-referrer` everywhere.
 - **CSP:** nonce-based `script-src 'self' 'nonce-{nonce}' https://cdn.jsdelivr.net`. `style-src 'unsafe-inline'` is intentionally kept — `static/index.html` ships inline `<style>` blocks and JS modules set `style=""` attributes at runtime. Inline styles do not execute script so the risk is visual-only. Removing this requires templating the HTML files and auditing all JS-set style attributes.
 
-## Token-Supplied Model Endpoints
-
-Direct `/api/v1/chat` requests with a token-supplied `base_url` must use a public HTTP(S) endpoint. This restriction applies only to untrusted direct values; administrator-configured endpoints may intentionally use local or LAN URLs for private model providers.
-
 ## Known Gaps
 
 These are open, acknowledged, and contributor help is welcome:
 
 1. **No shell/filesystem sandbox.** The agent `bash` and `read_file`/`write_file` tools run as the app process user with no network egress filtering or filesystem confinement. A successful prompt-injection reaching a shell-enabled admin session can make outbound requests to internal services. See #1058 for the sandbox proposal.
 
-2. **Token scopes are coarse.** There is no way to grant a session a subset of the owning user's privileges. Companion/mobile tokens carry either `chat` or `admin` scope with no per-capability granularity.
+2. **SSRF via `/api/v1/chat` `base_url` parameter.** A chat-scoped API token can supply an arbitrary `base_url`; the server forwards the LLM request to that host without validating the scheme or address. PR #1039 fixes this.
+
+3. **`src/search/` partial consolidation.** `src.search.core` and `src.search.providers` correctly alias `services.search` via `sys.modules` replacement. `analytics`, `cache`, `content`, `query`, and `ranking` are still independent copies that can drift. The SSRF regression tests in `tests/test_webhook_ssrf_resilience.py` test `src.webhook_manager` directly (separate from search), so the safety net there is intact. See #1058.
+
+4. **Token scopes are coarse.** There is no way to grant a session a subset of the owning user's privileges. Companion/mobile tokens carry either `chat` or `admin` scope with no per-capability granularity.

app.py

@@ -67,7 +67,13 @@ from core.constants import (
     REQUEST_TIMEOUT, OPENAI_API_KEY, AUTH_FILE,
 )
 from core.database import SessionLocal, ApiToken
-from core.middleware import SecurityHeadersMiddleware, is_cors_preflight
+from core.middleware import (
+    SecurityHeadersMiddleware,
+    get_application_route_path,
+    is_cors_preflight,
+    path_is_route_or_child,
+    with_asgi_root_path,
+)
 from core.auth import AuthManager, normalize_known_username
 from core.exceptions import (
     SessionNotFoundError, InvalidFileUploadError,
@@ -78,6 +84,7 @@ import bcrypt as _bcrypt
 
 from src.app_helpers import abs_join, serve_html_with_nonce
 from src.generated_images import GENERATED_IMAGE_HEADERS, resolve_generated_image_path
+from src.owner_identity import auth_disabled
 from starlette.responses import RedirectResponse
 
 # ========= LOGGING =========
@@ -248,7 +255,7 @@ from routes.auth_routes import setup_auth_routes, SESSION_COOKIE
 
 auth_manager = AuthManager()
 app.state.auth_manager = auth_manager
-AUTH_ENABLED = os.getenv("AUTH_ENABLED", "true").lower() != "false"
+AUTH_ENABLED = not auth_disabled()
 LOCALHOST_BYPASS = os.getenv("LOCALHOST_BYPASS", "false").lower() == "true"
 if LOCALHOST_BYPASS:
     logger.warning("LOCALHOST_BYPASS is enabled, loopback requests bypass authentication. Do not expose this instance to a network.")
@@ -284,7 +291,7 @@ if AUTH_ENABLED:
     def _is_auth_exempt(path: str) -> bool:
         if path in AUTH_EXEMPT_EXACT:
             return True
-        if any(path.startswith(p) for p in AUTH_EXEMPT_PREFIXES):
+        if any(path_is_route_or_child(path, p) for p in AUTH_EXEMPT_PREFIXES):
             return True
         return any(p.match(path) for p in AUTH_EXEMPT_PATTERNS)
 
@@ -355,7 +362,7 @@ if AUTH_ENABLED:
 
     class AuthMiddleware(BaseHTTPMiddleware):
         async def dispatch(self, request: Request, call_next):
-            path = request.url.path
+            path = get_application_route_path(request.scope)
             # A genuine CORS preflight (OPTIONS + Access-Control-Request-Method)
             # carries no credentials by design and must reach CORSMiddleware to be
             # answered. AuthMiddleware is the outermost middleware, so gating the
@@ -399,7 +406,10 @@ if AUTH_ENABLED:
             if not auth_manager.is_configured:
                 # No users yet — redirect to login for first-time setup
                 if not path.startswith("/api/"):
-                    return RedirectResponse(url="/login", status_code=302)
+                    return RedirectResponse(
+                        url=with_asgi_root_path(request.scope, "/login"),
+                        status_code=302,
+                    )
                 return JSONResponse(status_code=401, content={"error": "Setup required"})
 
             # --- Bearer token auth (API tokens for external integrations) ---
@@ -461,7 +471,10 @@ if AUTH_ENABLED:
             if not auth_manager.validate_token(token):
                 if path.startswith("/api/"):
                     return JSONResponse(status_code=401, content={"error": "Not authenticated"})
-                return RedirectResponse(url="/login", status_code=302)
+                return RedirectResponse(
+                    url=with_asgi_root_path(request.scope, "/login"),
+                    status_code=302,
+                )
 
             # Attach current username to request state for downstream routes
             request.state.current_user = auth_manager.get_username_for_token(token)
@@ -630,13 +643,24 @@ app.include_router(auth_router)
 
 @app.post("/api/activity/heartbeat")
 async def activity_heartbeat():
-    from src.interactive_gate import mark_browser_activity
+    from src.interactive_gate import (
+        mark_browser_activity,
+        maybe_stop_background_tasks_for_heartbeat,
+    )
+
     await mark_browser_activity()
+
     async def _stop_background():
         try:
-            await task_scheduler.stop_background_tasks_for_foreground(reason="browser heartbeat")
+            await maybe_stop_background_tasks_for_heartbeat(
+                task_scheduler.stop_background_tasks_for_foreground
+            )
         except Exception:
-            logging.getLogger("app.foreground_gate").debug("heartbeat task stop failed", exc_info=True)
+            logging.getLogger("app.foreground_gate").debug(
+                "heartbeat task stop failed",
+                exc_info=True,
+            )
+
     asyncio.create_task(_stop_background())
     return {"ok": True}
 
@@ -692,7 +716,7 @@ from routes.history.history_routes import setup_history_routes
 app.include_router(setup_history_routes(session_manager, upload_handler=upload_handler))
 
 # Search
-from routes.search_routes import setup_search_routes
+from routes.search.search_routes import setup_search_routes
 app.include_router(setup_search_routes(config))
 
 # Presets
@@ -739,7 +763,7 @@ app.include_router(setup_stt_routes(stt_service))
 logger.info("STT service initialized (provider managed via settings)")
 
 # Documents (artifacts/canvas)
-from routes.document_routes import setup_document_routes
+from routes.document.document_routes import setup_document_routes
 document_router = setup_document_routes(session_manager, upload_handler)
 app.include_router(document_router)
 
@@ -760,7 +784,7 @@ from src.task_scheduler import TaskScheduler
 task_scheduler = TaskScheduler(session_manager)
 from src.event_bus import set_task_scheduler
 set_task_scheduler(task_scheduler)
-from routes.task_routes import setup_task_routes
+from routes.task.task_routes import setup_task_routes
 app.include_router(setup_task_routes(task_scheduler))
 
 from routes.assistant_routes import setup_assistant_routes
@@ -805,7 +829,7 @@ app.include_router(setup_font_routes())
 # MCP (Model Context Protocol)
 from src.mcp_manager import McpManager
 from src.agent_tools import set_mcp_manager
-from routes.mcp_routes import setup_mcp_routes
+from routes.mcp.mcp_routes import setup_mcp_routes
 
 mcp_manager = McpManager()
 set_mcp_manager(mcp_manager)
@@ -820,7 +844,7 @@ set_ai_rag_manager(rag_manager, personal_docs_mgr)
 logger.info("AI interaction tools initialized (session, memory, RAG, UI control)")
 
 # Webhooks
-from routes.webhook_routes import setup_webhook_routes
+from routes.webhook.webhook_routes import setup_webhook_routes
 app.include_router(setup_webhook_routes(webhook_manager, auth_manager, session_manager, api_key_manager))
 
 # API Tokens
@@ -852,7 +876,7 @@ app.include_router(setup_codex_routes(
 ))
 app.include_router(setup_claude_routes())
 
-from routes.vault_routes import setup_vault_routes
+from routes.vault.vault_routes import setup_vault_routes
 app.include_router(setup_vault_routes())
 
 # Contacts (CardDAV)

build-macos-app.sh

@@ -27,13 +27,13 @@ echo "  port:        $PORT"
 rm -rf "$APP"
 mkdir -p "$APP/Contents/MacOS" "$APP/Contents/Resources"
 
-# ── Icon (best effort) — center-crop docs/odysseus.jpg to a square .icns ──
-if [ -f "$REPO_DIR/docs/odysseus.jpg" ] && command -v sips >/dev/null 2>&1; then
+# ── Icon (best effort) — center-crop the branding image to a square .icns ──
+if [ -f "$REPO_DIR/assets/branding/odysseus.jpg" ] && command -v sips >/dev/null 2>&1; then
   TMPIMG="$(mktemp -d)"
   # Center-crop to a square, scale to 512 (sips' icns encoder caps at 512), and
   # let sips emit the .icns directly — more robust across macOS versions than
   # building an .iconset by hand.
-  sips -c 720 720 "$REPO_DIR/docs/odysseus.jpg" --out "$TMPIMG/sq.png" >/dev/null 2>&1 || cp "$REPO_DIR/docs/odysseus.jpg" "$TMPIMG/sq.png"
+  sips -c 720 720 "$REPO_DIR/assets/branding/odysseus.jpg" --out "$TMPIMG/sq.png" >/dev/null 2>&1 || cp "$REPO_DIR/assets/branding/odysseus.jpg" "$TMPIMG/sq.png"
   sips -z 512 512 "$TMPIMG/sq.png" --out "$TMPIMG/icon.png" >/dev/null 2>&1
   if sips -s format icns "$TMPIMG/icon.png" --out "$APP/Contents/Resources/odysseus.icns" >/dev/null 2>&1; then
     echo "  icon:        odysseus.icns"
@@ -42,7 +42,7 @@ if [ -f "$REPO_DIR/docs/odysseus.jpg" ] && command -v sips >/dev/null 2>&1; then
   fi
   rm -rf "$TMPIMG"
 else
-  echo "  icon:        (skipped — no docs/odysseus.jpg)"
+  echo "  icon:        (skipped — no assets/branding/odysseus.jpg)"
 fi
 
 # ── Info.plist ──
@@ -73,6 +73,10 @@ cat > "$APP/Contents/MacOS/$APP_NAME.tmpl" <<'LAUNCHER'
 INSTALL_DIR="__INSTALL_DIR__"
 PORT="__PORT__"
 URL="http://127.0.0.1:${PORT}"
+# uvicorn is started with --port below, but APP_PORT is what the app itself
+# reads when it needs to build a URL for this instance (internal_api_base(),
+# companion pairing, the MCP OAuth callback), so export it as well.
+export APP_PORT="$PORT"
 export PATH="/opt/homebrew/bin:/usr/local/bin:/usr/bin:/bin:$PATH"
 
 UVICORN="$INSTALL_DIR/venv/bin/uvicorn"

companion/pairing.py

@@ -6,11 +6,14 @@ units so the route layer stays thin and the logic is directly testable.
 
 from __future__ import annotations
 
+import ipaddress
 import json
 import os
+import re
 import secrets
 import socket
 import uuid
+from urllib.parse import urlsplit
 
 import bcrypt
 
@@ -20,6 +23,102 @@ PAIRING_VERSION = 1
 COMPANION_SCOPE = "chat"
 
 
+_COMPANION_IPV4_NETWORKS = tuple(
+    ipaddress.ip_network(cidr)
+    for cidr in (
+        "10.0.0.0/8",
+        "100.64.0.0/10",
+        "127.0.0.0/8",
+        "169.254.0.0/16",
+        "172.16.0.0/12",
+        "192.168.0.0/16",
+    )
+)
+_DNS_LABEL_RE = re.compile(r"[a-z0-9](?:[a-z0-9-]{0,61}[a-z0-9])?\Z")
+
+
+def _valid_companion_client_host(host: str) -> bool:
+    """Match the host forms supported by the current v1 Expo client."""
+    if not host or len(host) > 253 or not host.isascii() or "%" in host:
+        return False
+
+    try:
+        address = ipaddress.ip_address(host)
+    except ValueError:
+        labels = host.split(".")
+        if any(not _DNS_LABEL_RE.fullmatch(label) for label in labels):
+            return False
+        if any(label.startswith("xn--") for label in labels):
+            return False
+        # WHATWG URL parsers treat a decimal or ``0x`` single-label hostname
+        # as an IPv4 number even though Python's strict ``ipaddress`` parser
+        # rejects that spelling.  The v1 client interpolates this host back
+        # into a URL, so accepting e.g. ``134744072`` would make the phone send
+        # its bearer token to public 8.8.8.8.  Keep DNS labels unambiguous.
+        if len(labels) == 1 and (
+            labels[0].isdigit()
+            or re.fullmatch(r"0x[0-9a-f]*", labels[0]) is not None
+        ):
+            return False
+        return len(labels) == 1 or (len(labels) >= 2 and labels[-1] == "local")
+
+    return isinstance(address, ipaddress.IPv4Address) and any(
+        address in network for network in _COMPANION_IPV4_NETWORKS
+    )
+
+
+def parse_companion_base_url(value: str) -> tuple[str, int]:
+    """Validate a v1 companion address and return its legacy (host, port).
+
+    The deployed client understands only HTTP plus a LAN-style host and port.
+    Reject anything outside that exact contract instead of advertising a URL
+    the client would reject, downgrade, or interpret differently.
+    """
+    if not isinstance(value, str) or not value:
+        raise ValueError("COMPANION_BASE_URL must be a canonical HTTP LAN origin")
+    if not value.isascii():
+        raise ValueError("COMPANION_BASE_URL must contain only ASCII characters")
+    if any(
+        ord(char) <= 32 or ord(char) == 127 or char in {"\\", "%"}
+        for char in value
+    ):
+        raise ValueError(
+            "COMPANION_BASE_URL contains a forbidden character"
+        )
+
+    try:
+        parsed = urlsplit(value)
+        port = parsed.port
+    except ValueError as exc:
+        raise ValueError("COMPANION_BASE_URL must be a valid HTTP LAN origin") from exc
+
+    host = parsed.hostname
+    if parsed.scheme.lower() != "http" or not parsed.netloc or not host:
+        raise ValueError("COMPANION_BASE_URL must be a canonical HTTP LAN origin")
+    if parsed.username is not None or parsed.password is not None:
+        raise ValueError("COMPANION_BASE_URL must not contain credentials")
+    if parsed.path or parsed.query or parsed.fragment:
+        raise ValueError("COMPANION_BASE_URL must not contain a path, query, or fragment")
+    if port is not None and not 1 <= port <= 65535:
+        raise ValueError("COMPANION_BASE_URL port must be between 1 and 65535")
+    if not _valid_companion_client_host(host):
+        raise ValueError("COMPANION_BASE_URL host is not supported by companion v1")
+
+    netloc = f"{host}:{port}" if port is not None else host
+    origin = f"http://{netloc}"
+    if value != origin:
+        raise ValueError("COMPANION_BASE_URL must be a canonical HTTP LAN origin")
+    return host, port or 80
+
+
+def configured_companion_origin() -> tuple[str, int] | None:
+    """Return the validated operator-configured v1 address, if any."""
+    value = os.environ.get("COMPANION_BASE_URL")
+    if value is None or value == "":
+        return None
+    return parse_companion_base_url(value)
+
+
 def default_port() -> int:
     """Best guess at the port the server is reachable on. Callers that know the
     real request port should pass it explicitly."""

companion/routes.py

@@ -23,7 +23,7 @@ from fastapi import APIRouter, HTTPException, Request
 from fastapi.responses import HTMLResponse
 
 from core.middleware import require_admin
-from src.auth_helpers import get_current_user
+from src.auth_helpers import _auth_disabled, get_current_user
 
 from companion import pairing as _pairing
 
@@ -113,8 +113,9 @@ def setup_companion_routes() -> APIRouter:
         The stock /api/models route scopes to get_current_user, which for a
         bearer token is the sandboxed pseudo-user "api" (owns nothing). Here we
         scope to the token's real owner instead, plus legacy null-owner shared
-        rows -- the same rule as owner_filter. Read-only; never returns api_key
-        material.
+        rows -- the same rule as owner_filter. Explicit auth-disabled mode keeps
+        the stock route's single-user all-endpoints view. Read-only; never
+        returns api_key material.
         """
         require_models_scope(request)
         import json as _json
@@ -123,6 +124,11 @@ def setup_companion_routes() -> APIRouter:
         from src.endpoint_resolver import build_chat_url
 
         owner = token_owner(request)
+        single_user_mode = (
+            owner is None
+            and not getattr(request.state, "api_token", False)
+            and _auth_disabled()
+        )
         out = []
         db = SessionLocal()
         try:
@@ -133,7 +139,7 @@ def setup_companion_routes() -> APIRouter:
             if owner:
                 q = q.filter((ModelEndpoint.owner == owner) | (ModelEndpoint.owner == None))  # noqa: E711
             for ep in q.all():
-                if not owner_can_see(ep.owner, owner):
+                if not single_user_mode and not owner_can_see(ep.owner, owner):
                     continue
                 try:
                     model_ids = _json.loads(ep.cached_models) if ep.cached_models else []
@@ -194,19 +200,27 @@ def setup_companion_routes() -> APIRouter:
         the code works immediately, no restart. `?format=json` returns the
         payload for an in-app pairing screen."""
         require_admin(request)
+        try:
+            configured_origin = _pairing.configured_companion_origin()
+        except ValueError as exc:
+            raise HTTPException(500, str(exc)) from None
         owner = get_current_user(request)
         invalidate = getattr(request.app.state, "invalidate_token_cache", None)
         token_id, raw_token = mint_pairing_token(owner, invalidate)
 
-        hosts = _pairing.lan_ip_candidates()
-        host = hosts[0] if hosts else "127.0.0.1"
-        port = request.url.port or _pairing.default_port()
+        if configured_origin:
+            host, port = configured_origin
+            hosts = [host]
+        else:
+            hosts = _pairing.lan_ip_candidates()
+            host = hosts[0] if hosts else "127.0.0.1"
+            port = request.url.port or _pairing.default_port()
         payload = _pairing.pairing_payload(host, port, raw_token)
         qr = _pairing.pairing_qr_png_data_uri(payload)
         qr_ok = bool(qr and qr.startswith("data:image/png;base64,"))
 
         if (request.query_params.get("format") or "").lower() == "json":
-            return {
+            response = {
                 "host": host,
                 "port": port,
                 "token": raw_token,
@@ -215,6 +229,7 @@ def setup_companion_routes() -> APIRouter:
                 "payload": payload,
                 "qr": qr if qr_ok else None,
             }
+            return response
 
         import json as _json
         payload_json = _json.dumps(payload, separators=(",", ":"))

core/atomic_io.py

@@ -15,31 +15,53 @@ from __future__ import annotations
 
 import json
 import os
+import uuid
 from typing import Any, Optional
 
 
 def atomic_write_json(path: str, data: Any, *, indent: Optional[int] = None) -> None:
     """Atomically persist `data` as JSON at `path`.
 
-    The temp file uses the live PID as a suffix so two processes saving the
-    same file (e.g. unit tests) don't collide on the rename target.
+    The temp file uses a random suffix so two concurrent writers saving the
+    same file don't collide on the rename target. A PID suffix does not do
+    this: the PID is constant for the life of a process, so two writers on
+    the same path within one process (or one single-process container, where
+    the PID never changes at all) still race for the same temp file.
     """
     os.makedirs(os.path.dirname(path) or ".", exist_ok=True)
-    tmp = f"{path}.tmp.{os.getpid()}"
-    with open(tmp, "w", encoding="utf-8") as f:
-        json.dump(data, f, indent=indent)
-        f.flush()
-        os.fsync(f.fileno())
-    os.replace(tmp, path)
+    tmp = f"{path}.tmp.{uuid.uuid4().hex}"
+
+    try:
+        with open(tmp, "w", encoding="utf-8") as f:
+            json.dump(data, f, indent=indent)
+            f.flush()
+            os.fsync(f.fileno())
+        os.replace(tmp, path)
+    finally:
+        # Directly unlink to avoid a check-then-act race condition.
+        # Swallows FileNotFoundError (on success path) and other cleanup OSErrors.
+        try:
+            os.unlink(tmp)
+        except OSError:
+            pass
 
 
 def atomic_write_text(path: str, text: str) -> None:
     if not isinstance(text, str):
         raise TypeError("atomic_write_text expects a string")
     os.makedirs(os.path.dirname(path) or ".", exist_ok=True)
-    tmp = f"{path}.tmp.{os.getpid()}"
-    with open(tmp, "w", encoding="utf-8") as f:
-        f.write(text)
-        f.flush()
-        os.fsync(f.fileno())
-    os.replace(tmp, path)
+    tmp = f"{path}.tmp.{uuid.uuid4().hex}"
+
+    try:
+        with open(tmp, "w", encoding="utf-8") as f:
+            f.write(text)
+            f.flush()
+            os.fsync(f.fileno())
+        os.replace(tmp, path)
+    finally:
+        # Directly unlink to avoid a check-then-act race condition.
+        # Swallows FileNotFoundError (on success path) and other cleanup OSErrors.
+        try:
+            os.unlink(tmp)
+        except OSError:
+            pass

core/auth.py

@@ -20,7 +20,6 @@ logger = logging.getLogger(__name__)
 
 
 from core.atomic_io import atomic_write_json as _atomic_write_json  # noqa: E402
-from core.middleware import INTERNAL_TOOL_USER  # noqa: E402
 
 DEFAULT_PRIVILEGES = {
     "can_use_agent": True,
@@ -49,24 +48,18 @@ ADMIN_PRIVILEGES["allowed_models_restricted"] = False
 ADMIN_PRIVILEGES["block_all_models"] = False
 
 from src.constants import AUTH_FILE, PASSWORD_MIN_LENGTH
+from src.owner_identity import RESERVED_AUTH_USERNAMES
 DEFAULT_AUTH_PATH = AUTH_FILE
 TOKEN_TTL = 60 * 60 * 24 * 7  # 7 days
 
-# Usernames the auth + middleware layer reserve as internal "synthetic owner"
-# sentinels; they must never belong to a real account. The most dangerous is
-# "internal-tool": `core.middleware.require_admin` treats any request whose
-# `current_user == "internal-tool"` as the in-process tool loopback and grants
-# admin, and because the cookie auth path sets `current_user` to the raw
-# username, an account literally named "internal-tool" would be silently
-# treated as an admin by every `require_admin`-gated route. "api" collides with
-# the bearer-token owner-attribution sentinel. "demo"/"system" round out the
-# synthetic-owner set the rest of the codebase already special-cases (see
-# `_SYNTHETIC_OWNERS` in routes/assistant_routes.py and the matching guards in
-# src/task_scheduler.py / routes/research_routes.py) — a real account with one
-# of those names would be denied an assistant and inconsistently owner-scoped.
-# Refuse to create or rename into any of them so the sentinels can't be
-# impersonated. (Keep this in sync with that synthetic-owner set.)
-RESERVED_USERNAMES = frozenset({INTERNAL_TOOL_USER, "api", "demo", "system"})
+# Usernames the auth + middleware layer reserves for request sentinels and
+# internal storage owners; they must never belong to a real login account.
+# "internal-tool" is the most dangerous because `core.middleware.require_admin`
+# treats it as the in-process tool loopback. "api" collides with bearer-token
+# attribution. "demo"/"system" are synthetic owners already special-cased by
+# scheduler/assistant/research paths. The Default/Local owner is a storage
+# bucket for explicit auth-disabled no-login mode, not a login username.
+RESERVED_USERNAMES = frozenset(RESERVED_AUTH_USERNAMES)
 
 
 def normalize_known_username(users: Dict[str, Any], username: str | None) -> Optional[str]:

core/database.py

@@ -5,7 +5,7 @@ from datetime import datetime, timezone
 from pathlib import Path
 from typing import Optional
 from urllib.parse import unquote, urlparse
-from sqlalchemy import event, create_engine, Column, String, Text, Boolean, DateTime, Integer, ForeignKey, JSON, Index, func, text
+from sqlalchemy import DDL, event, create_engine, Column, String, Text, Boolean, DateTime, Integer, ForeignKey, JSON, Index, func, inspect, text
 from sqlalchemy.engine import Engine, make_url
 from sqlalchemy.types import TypeDecorator
 from sqlalchemy.ext.declarative import declarative_base, declared_attr
@@ -430,6 +430,93 @@ class EmailAccount(TimestampMixin, Base):
     )
 
 
+class EmailAccountOwnerLock(Base):
+    """Durable per-owner mutex for email-account default mutations.
+
+    Row-locking databases serialize mutations by locking this row before they
+    inspect or stage EmailAccount changes.  SQLite uses ``BEGIN IMMEDIATE``
+    instead, because it ignores ``SELECT ... FOR UPDATE``; keeping the table in
+    the shared metadata still makes the non-SQLite path available without a
+    separate migration.  The empty key represents the normalized legacy /
+    unconfigured scope shared by ``owner IS NULL`` and ``owner = ''`` rows.
+    """
+    __tablename__ = "email_account_owner_locks"
+
+    owner_key = Column(String, primary_key=True)
+
+
+_EMAIL_ACCOUNT_DEFAULT_INDEX = "ux_email_accounts_one_default_per_owner"
+_EMAIL_ACCOUNT_DEFAULT_INDEX_DDL = {
+    "sqlite": (
+        f"CREATE UNIQUE INDEX IF NOT EXISTS {_EMAIL_ACCOUNT_DEFAULT_INDEX} "
+        "ON email_accounts (COALESCE(owner, '')) WHERE is_default = 1"
+    ),
+    "postgresql": (
+        f"CREATE UNIQUE INDEX IF NOT EXISTS {_EMAIL_ACCOUNT_DEFAULT_INDEX} "
+        "ON email_accounts ((COALESCE(owner, ''))) WHERE is_default IS TRUE"
+    ),
+}
+
+
+# SQLAlchemy cannot express one portable partial, functional index across the
+# two supported database families.  Register dialect-specific DDL so fresh
+# databases get the invariant as part of create_all(); the startup migration
+# below installs the same index on existing databases after normalizing legacy
+# duplicate rows.
+for _dialect_name, _index_ddl in _EMAIL_ACCOUNT_DEFAULT_INDEX_DDL.items():
+    event.listen(
+        EmailAccount.__table__,
+        "after_create",
+        DDL(_index_ddl).execute_if(dialect=_dialect_name),
+    )
+
+
+def lock_email_account_owner_mutations(db, *owners: str) -> None:
+    """Lock normalized email-account owner scopes in canonical order.
+
+    ``NULL`` and the empty string are one legacy/single-user owner partition,
+    matching the unique default-account index.  SQLite has only a database
+    writer reservation, while row-locking databases use durable mutex rows.
+    Sorting all requested owner keys keeps multi-owner operations such as user
+    rename from deadlocking with another mutation that requests the same keys
+    in the opposite order.
+    """
+    from sqlalchemy.exc import IntegrityError
+
+    owner_keys = sorted({owner or "" for owner in owners} or {""})
+    if db.get_bind().dialect.name == "sqlite":
+        db.execute(text("BEGIN IMMEDIATE"))
+        return
+
+    for owner_key in owner_keys:
+        lock_row = db.get(
+            EmailAccountOwnerLock,
+            owner_key,
+            with_for_update=True,
+        )
+        if lock_row is not None:
+            continue
+
+        inserted = False
+        try:
+            with db.begin_nested():
+                db.add(EmailAccountOwnerLock(owner_key=owner_key))
+                db.flush()
+                inserted = True
+        except IntegrityError:
+            # A competing transaction created the mutex row first.  Once its
+            # insert commits, lock that durable row before touching accounts.
+            pass
+
+        if not inserted:
+            (
+                db.query(EmailAccountOwnerLock)
+                .filter(EmailAccountOwnerLock.owner_key == owner_key)
+                .with_for_update()
+                .one()
+            )
+
+
 class ModelEndpoint(TimestampMixin, Base):
     """Admin-configured model endpoints. Models are auto-discovered via /v1/models."""
     __tablename__ = "model_endpoints"
@@ -1404,8 +1491,25 @@ def _migrate_assign_legacy_owner():
             with open(prefs_path, "r", encoding="utf-8") as f:
                 prefs = _json.load(f)
             if "_users" not in prefs and prefs:
-                # Flat format → nest under admin user
-                new_prefs = {"_users": {admin_user: prefs}}
+                # Flat format → nest ordinary preferences under the admin
+                # user. Foreground fallback is an explicit per-owner opt-in,
+                # so auth-disabled consent must remain inert at the flat root
+                # rather than becoming consent for the first named owner.
+                foreground_keys = {
+                    "foreground_fallback_enabled",
+                    "foreground_model_fallbacks",
+                }
+                named_prefs = {
+                    key: value
+                    for key, value in prefs.items()
+                    if key not in foreground_keys
+                }
+                new_prefs = {
+                    key: prefs[key]
+                    for key in foreground_keys
+                    if key in prefs
+                }
+                new_prefs["_users"] = {admin_user: named_prefs}
                 with open(prefs_path, "w", encoding="utf-8") as f:
                     _json.dump(new_prefs, f, indent=2)
                 logger.info(f"Migrated user_prefs.json to per-user format under '{admin_user}'")
@@ -1812,72 +1916,142 @@ class Integration(TimestampMixin, Base):
 
 
 
-def _migrate_seed_email_account():
-    """If email_accounts is empty and settings.json has legacy flat imap_host/smtp_host
-    keys, create a single default account from them so nothing breaks for users who
-    upgraded. Safe to run repeatedly — it short-circuits once any row exists."""
+def _migrate_email_account_default_invariant():
+    """Normalize legacy duplicates and install durable at-most-one enforcement.
+
+    Older databases only had a non-unique ``(owner, is_default)`` lookup index.
+    Keep the oldest default deterministically in each normalized owner scope,
+    then add the same partial functional unique index used for fresh schemas.
+    """
+    dialect_name = engine.dialect.name
+    index_ddl = _EMAIL_ACCOUNT_DEFAULT_INDEX_DDL.get(dialect_name)
+    if index_ddl is None:
+        logger.warning(
+            "Email-account default uniqueness is not available for database "
+            "dialect %s; mutations remain serialized but are not protected by "
+            "a database constraint",
+            dialect_name,
+        )
+        return
+
     try:
-        with engine.connect() as conn:
-            tables = [r[0] for r in conn.execute(text(
-                "SELECT name FROM sqlite_master WHERE type='table' AND name='email_accounts'"
-            ))]
-            if "email_accounts" not in tables:
-                return
-            existing = conn.execute(text("SELECT COUNT(*) FROM email_accounts")).scalar() or 0
-            if existing > 0:
+        with engine.begin() as conn:
+            if not inspect(conn).has_table(EmailAccount.__tablename__):
                 return
+            default_rows = conn.execute(text("""
+                SELECT id, owner
+                FROM email_accounts
+                WHERE is_default IS TRUE
+                ORDER BY
+                    COALESCE(owner, ''),
+                    CASE WHEN created_at IS NULL THEN 1 ELSE 0 END,
+                    created_at,
+                    id
+            """)).mappings()
+            seen_owner_keys = set()
+            duplicate_ids = []
+            for row in default_rows:
+                owner_key = row["owner"] or ""
+                if owner_key in seen_owner_keys:
+                    duplicate_ids.append(row["id"])
+                else:
+                    seen_owner_keys.add(owner_key)
 
-        import json as _json
-        import uuid as _uuid
-        from pathlib import Path
-        settings_file = Path(SETTINGS_FILE)
-        if not settings_file.exists():
-            return
-        try:
-            s = _json.loads(settings_file.read_text(encoding="utf-8"))
-        except Exception:
-            return
+            for account_id in duplicate_ids:
+                conn.execute(
+                    text("UPDATE email_accounts SET is_default = :value WHERE id = :id"),
+                    {"value": False, "id": account_id},
+                )
+            conn.execute(text(index_ddl))
 
-        imap_host = (s.get("imap_host") or "").strip()
-        smtp_host = (s.get("smtp_host") or "").strip()
-        if not imap_host and not smtp_host:
-            return  # nothing to migrate
+        if duplicate_ids:
+            logger.warning(
+                "Normalized %d duplicate default email account(s) before "
+                "installing %s",
+                len(duplicate_ids),
+                _EMAIL_ACCOUNT_DEFAULT_INDEX,
+            )
+    except Exception:
+        # Starting without the constraint would silently retain the race this
+        # migration is intended to close.  Fail startup so an operator sees and
+        # can repair an incompatible schema instead of accepting unsafe writes.
+        logger.exception("Failed to enforce the email-account default invariant")
+        raise
+
+
+def _migrate_seed_email_account():
+    """Atomically seed one legacy default account when no account exists.
+
+    Reading settings is intentionally done before taking the owner mutex.  The
+    decisive emptiness check and insert share one locked transaction, so two
+    application workers starting together cannot both seed a default row.
+    """
+    import json as _json
+    import uuid as _uuid
+
+    settings_file = Path(SETTINGS_FILE)
+    if not settings_file.exists():
+        return
+    try:
+        s = _json.loads(settings_file.read_text(encoding="utf-8"))
+    except Exception:
+        return
+
+    imap_host = (s.get("imap_host") or "").strip()
+    smtp_host = (s.get("smtp_host") or "").strip()
+    if not imap_host and not smtp_host:
+        return
+
+    db = None
+    try:
+        if not inspect(engine).has_table(EmailAccount.__tablename__):
+            return
+        db = SessionLocal()
+        lock_email_account_owner_mutations(db, "")
+        existing = db.execute(text("SELECT COUNT(*) FROM email_accounts")).scalar() or 0
+        if existing > 0:
+            return
 
         now = utcnow_naive()
-        with engine.begin() as conn:
-            conn.execute(text("""
-                INSERT INTO email_accounts
-                  (id, owner, name, is_default, enabled,
-                   imap_host, imap_port, imap_user, imap_password, imap_starttls,
-                   smtp_host, smtp_port, smtp_user, smtp_password,
-                   from_address, created_at, updated_at)
-                VALUES
-                  (:id, :owner, :name, :is_default, :enabled,
-                   :imap_host, :imap_port, :imap_user, :imap_password, :imap_starttls,
-                   :smtp_host, :smtp_port, :smtp_user, :smtp_password,
-                   :from_address, :created_at, :updated_at)
-            """), {
-                "id": _uuid.uuid4().hex,
-                "owner": None,
-                "name": "Default",
-                "is_default": True,
-                "enabled": True,
-                "imap_host": imap_host,
-                "imap_port": int(s.get("imap_port") or 993),
-                "imap_user": s.get("imap_user") or "",
-                "imap_password": s.get("imap_password") or "",
-                "imap_starttls": bool(s.get("imap_starttls", True)),
-                "smtp_host": smtp_host,
-                "smtp_port": int(s.get("smtp_port") or 465),
-                "smtp_user": s.get("smtp_user") or "",
-                "smtp_password": s.get("smtp_password") or "",
-                "from_address": s.get("email_from") or "",
-                "created_at": now,
-                "updated_at": now,
-            })
-            logging.getLogger(__name__).info("Seeded email_accounts 'Default' from settings.json")
+        db.execute(text("""
+            INSERT INTO email_accounts
+              (id, owner, name, is_default, enabled,
+               imap_host, imap_port, imap_user, imap_password, imap_starttls,
+               smtp_host, smtp_port, smtp_user, smtp_password,
+               from_address, created_at, updated_at)
+            VALUES
+              (:id, :owner, :name, :is_default, :enabled,
+               :imap_host, :imap_port, :imap_user, :imap_password, :imap_starttls,
+               :smtp_host, :smtp_port, :smtp_user, :smtp_password,
+               :from_address, :created_at, :updated_at)
+        """), {
+            "id": _uuid.uuid4().hex,
+            "owner": None,
+            "name": "Default",
+            "is_default": True,
+            "enabled": True,
+            "imap_host": imap_host,
+            "imap_port": int(s.get("imap_port") or 993),
+            "imap_user": s.get("imap_user") or "",
+            "imap_password": s.get("imap_password") or "",
+            "imap_starttls": bool(s.get("imap_starttls", True)),
+            "smtp_host": smtp_host,
+            "smtp_port": int(s.get("smtp_port") or 465),
+            "smtp_user": s.get("smtp_user") or "",
+            "smtp_password": s.get("smtp_password") or "",
+            "from_address": s.get("email_from") or "",
+            "created_at": now,
+            "updated_at": now,
+        })
+        db.commit()
+        logger.info("Seeded email_accounts 'Default' from settings.json")
     except Exception as e:
-        logging.getLogger(__name__).warning(f"seed email account migration: {e}")
+        if db is not None:
+            db.rollback()
+        logger.warning("seed email account migration: %s", e)
+    finally:
+        if db is not None:
+            db.close()
 
 
 # WARNING: Foreign-key enforcement is enabled globally for all SQLite connections.
@@ -1960,6 +2134,7 @@ def init_db():
     _migrate_add_crew_member_id()
     _migrate_add_assistant_columns()
     _migrate_add_email_smtp_security()
+    _migrate_email_account_default_invariant()
     _migrate_seed_email_account()
     _migrate_add_calendar_metadata()
     _migrate_add_calendar_is_utc()

core/middleware.py

@@ -3,10 +3,14 @@
 
 import os
 import secrets
+from collections.abc import Mapping
 
 from fastapi import HTTPException, Request
 from starlette.middleware.base import BaseHTTPMiddleware
 from starlette.responses import Response
+from starlette.routing import get_route_path
+
+from src.owner_identity import INTERNAL_TOOL_USER, auth_disabled
 
 
 # Per-process token that lets the in-app tool layer hit admin-gated
@@ -15,8 +19,30 @@ from starlette.responses import Response
 # same value from this module. Never persisted or exposed externally.
 INTERNAL_TOOL_TOKEN = os.environ.get("ODYSSEUS_INTERNAL_TOKEN") or secrets.token_hex(32)
 INTERNAL_TOOL_HEADER = "X-Odysseus-Internal-Token"
-# Pseudo-username on in-process tool-loopback requests; require_admin trusts it and it is reserved.
-INTERNAL_TOOL_USER = "internal-tool"
+
+
+def get_application_route_path(scope: Mapping[str, object]) -> str:
+    """Return the application-relative path used by Starlette routing.
+
+    Uvicorn prefixes ``scope["path"]`` with a configured ASGI ``root_path``;
+    Starlette removes that prefix before matching routes. Middleware policy
+    must use the same path form or a deployment prefix can change which policy
+    applies to an otherwise unchanged application route.
+    """
+    return get_route_path(scope)
+
+
+def with_asgi_root_path(scope: Mapping[str, object], path: str) -> str:
+    """Prefix an application path for a client-facing redirect target."""
+    root_path = scope.get("root_path", "")
+    if not isinstance(root_path, str) or not root_path:
+        return path
+    return f"{root_path.rstrip('/')}{path}"
+
+
+def path_is_route_or_child(path: str, prefix: str) -> bool:
+    """Return whether ``path`` is exactly ``prefix`` or below that route."""
+    return path == prefix or path.startswith(prefix + "/")
 
 
 def is_cors_preflight(method: str, headers) -> bool:
@@ -47,7 +73,7 @@ def require_admin(request: Request):
         pass
 
     auth_mgr = getattr(request.app.state, "auth_manager", None)
-    if os.getenv("AUTH_ENABLED", "true").lower() == "false":
+    if auth_disabled():
         return
     if not auth_mgr or not auth_mgr.is_configured:
         raise HTTPException(403, "Admin only")

core/models.py

@@ -8,6 +8,13 @@ These are simple datacontainers. All persistence is handled by SessionManager.
 from dataclasses import dataclass
 from typing import Dict, List, Any, Optional, TYPE_CHECKING
 
+from src.tool_approval_scopes import (
+    CHAT_SESSION_APPROVAL_CONTEXT_MARKER,
+    CHAT_SESSION_APPROVAL_DECISION,
+    CHAT_SESSION_APPROVAL_SIGNATURE_FIELD,
+    verify_chat_session_grant,
+)
+
 if TYPE_CHECKING:
     from .session_manager import SessionManager
 
@@ -31,6 +38,43 @@ set_session_manager = set_session_manager_instance
 get_session_manager = get_session_manager_instance
 
 
+def _history_grants_chat_session_approval(
+    history: List["ChatMessage"],
+    session_id: str,
+) -> bool:
+    """Return whether this exact chat has a resolved session-scope grant."""
+
+    expected_session = str(session_id or "")
+    if not expected_session:
+        return False
+    for message in reversed(history or []):
+        metadata = getattr(message, "metadata", None)
+        if not isinstance(metadata, dict):
+            continue
+        tool_events = metadata.get("tool_events")
+        if not isinstance(tool_events, list):
+            continue
+        for event in reversed(tool_events):
+            ask_user = event.get("ask_user") if isinstance(event, dict) else None
+            if not isinstance(ask_user, dict):
+                continue
+            if (
+                ask_user.get("kind") == "tool_approval"
+                and ask_user.get("resolved") == CHAT_SESSION_APPROVAL_DECISION
+                and str(ask_user.get("session_id") or "") == expected_session
+                # Shape proves nothing here: routes that accept a
+                # caller-supplied metadata blob write into this same history.
+                and verify_chat_session_grant(
+                    ask_user.get(CHAT_SESSION_APPROVAL_SIGNATURE_FIELD),
+                    expected_session,
+                    ask_user.get("approval_id"),
+                    CHAT_SESSION_APPROVAL_DECISION,
+                )
+            ):
+                return True
+    return False
+
+
 @dataclass
 class ChatMessage:
     """A single chat message."""
@@ -116,11 +160,27 @@ class Session:
         the model. Display/history-load paths use the raw ``history`` and are
         unaffected.
         """
-        return [
+        messages = [
             msg.to_dict()
             for msg in self.history
             if (msg.metadata or {}).get("source") != "slash"
         ]
+        if not _history_grants_chat_session_approval(self.history, self.id):
+            return messages
+
+        # Keep the grant close to the latest user request so route-neutral
+        # compaction/trimming preserves it. Copy the metadata instead of
+        # mutating the durable transcript object.
+        for index in range(len(messages) - 1, -1, -1):
+            if messages[index].get("role") != "user":
+                continue
+            message = dict(messages[index])
+            metadata = dict(message.get("metadata") or {})
+            metadata[CHAT_SESSION_APPROVAL_CONTEXT_MARKER] = True
+            message["metadata"] = metadata
+            messages[index] = message
+            break
+        return messages
 
     def get(self, key: str, default=None):
         """Dict-like access for compatibility."""

core/session_manager.py

@@ -14,6 +14,8 @@ import logging
 from datetime import datetime, timezone, timedelta
 from typing import Dict, Optional
 
+from sqlalchemy import func
+
 from .database import Session as DbSession, ChatMessage as DbChatMessage, Document as DbDocument, SessionLocal, utcnow_naive
 from .models import Session, ChatMessage
 from src.attachment_refs import persistable_message_content
@@ -92,14 +94,28 @@ class SessionManager:
         try:
             db_sessions = db.query(DbSession).filter(
                 DbSession.archived == False,
-                DbSession.message_count > 0,
+                DbSession.messages.any(),
             ).order_by(DbSession.last_accessed.desc()).limit(100).all()
 
+            # message_count is derived metadata and can drift after interrupted
+            # or legacy writes. Count only the bounded discovery set so startup
+            # remains metadata-only while lazy hydration sees an authoritative
+            # positive count for every discovered non-empty session.
+            message_counts = {}
+            if db_sessions:
+                message_counts = dict(
+                    db.query(DbChatMessage.session_id, func.count(DbChatMessage.id))
+                    .filter(DbChatMessage.session_id.in_([row.id for row in db_sessions]))
+                    .group_by(DbChatMessage.session_id)
+                    .all()
+                )
+
             loaded_count = 0
             for db_session in db_sessions:
                 try:
                     session = self._db_to_session_meta(db_session)
                     if session is not None:
+                        session.message_count = message_counts[db_session.id]
                         self.sessions[db_session.id] = session
                         loaded_count += 1
                 except Exception as e:
@@ -194,7 +210,12 @@ class SessionManager:
             is_important=getattr(db_session, 'is_important', False) or False,
         )
 
-        session.message_count = getattr(db_session, 'message_count', len(history))
+        # The rows just loaded are the whole transcript, so they — not the
+        # denormalized sessions.message_count column — are the truth for this
+        # cached object. get_session's hydration gate compares against this
+        # number; seeding it from a drifted column would ask for a reload that
+        # can never close the gap.
+        session.message_count = len(history)
         return session
 
     # ------------------------------------------------------------------
@@ -398,30 +419,50 @@ class SessionManager:
     # ------------------------------------------------------------------
 
     def get_session(self, session_id: str) -> Session:
-        """Get a session by ID, loading from DB if needed.
+        """Get a session by ID, loading complete DB history when needed.
 
-        Sessions seeded by `load_sessions` start with empty history. The
-        first read here hydrates them with the message rows.
+        Sessions seeded by ``load_sessions`` start with empty history, and a
+        cached session can also become partially stale. Refresh metadata first,
+        then hydrate whenever the cached transcript is short of the stored rows.
+        Model-send routes enter through this method before building context,
+        while paginated display history reads SQLite directly.
+
+        The gate compares against ``sync_session_metadata``'s reconciled count
+        (the real ``chat_messages`` total), never the denormalized column, so a
+        hydrate always closes the gap and the next read is a cache hit.
         """
         if session_id not in self.sessions:
             self._load_session_from_db(session_id)
-        else:
-            cached = self.sessions[session_id]
-            # Lazy hydrate: metadata-only entries get their messages on first read.
-            if not cached.history and getattr(cached, "message_count", 0) > 0:
-                self._load_session_from_db(session_id)
 
         # Keep model/endpoint metadata fresh. Endpoint deletion can clear the
-        # DB row while a session object is still cached in RAM.
+        # DB row while a session object is still cached in RAM. Refreshing first
+        # also exposes the authoritative message count before completeness is
+        # checked.
         self.sync_session_metadata(session_id)
 
+        cached = self.sessions[session_id]
+        cached_count = len(cached.history or [])
+        stored_count = int(getattr(cached, "message_count", 0) or 0)
+        if cached_count < stored_count:
+            self._load_session_from_db(session_id)
+
         # Update last_accessed
         self._touch_session(session_id)
 
         return self.sessions[session_id]
 
     def sync_session_metadata(self, session_id: str) -> bool:
-        """Refresh non-message session fields from the DB into the cached object."""
+        """Refresh non-message session fields from the DB into the cached object.
+
+        ``message_count`` is reconciled against the real ``chat_messages`` rows
+        rather than copied from the denormalized ``sessions.message_count``
+        column. That column drifts in normal operation — ``_persist_message``
+        swallows a failed insert but ``add_message`` has already appended in
+        memory, so the next successful persist writes rows+1, and a persist for
+        an uncached session writes 0. Hydration keys off this number: a
+        drifted-high column would reload the whole transcript on every warm
+        read, and a drifted-low one would leave the model a truncated one.
+        """
         session = self.sessions.get(session_id)
         if session is None:
             return False
@@ -444,7 +485,11 @@ class SessionManager:
             session.archived = db_session.archived
             session.owner = getattr(db_session, "owner", None)
             session.is_important = getattr(db_session, "is_important", False) or False
-            session.message_count = getattr(db_session, "message_count", session.message_count) or 0
+            session.message_count = (
+                db.query(DbChatMessage)
+                .filter(DbChatMessage.session_id == session_id)
+                .count()
+            )
             return True
         except Exception as e:
             logger.error(f"Error syncing session metadata {session_id}: {e}")

discovery/README.md

@@ -1,34 +0,0 @@
-# Odysseus discovery maps
-
-Compact, code-grounded discovery maps of cross-cutting systems in the checked-in Odysseus codebase. They preserve investigation context and open factual questions; they are not canonical subsystem specifications, a feature certification, or a substitute for normal testing.
-
-> [!IMPORTANT]
-> Checked-in code is the source of truth for current behaviour. Mature subsystem specifications, where they exist, are the canonical documentation of accepted subsystem behaviour. Check code, tests, and configuration before reconciling a discovery finding. Discovery remains non-canonical.
-
-## Explore the maps
-
-| Document | Purpose |
-|---|---|
-| [Current system map](system-map.md) | Records evidence locations, confirmed local observations, and factual open questions about subsystem boundaries. |
-| [Safety boundaries](safety-boundaries.md) | Records evidence about broad authority, safeguards, confirmed risks or gaps, and unverified behaviour. |
-
-## Working rules
-
-- **Trace the code first.** Confirm the current path in source before recording a claim.
-- **Promote selectively.** When an owning mature specification exists, add a fact only when it is verified, useful, and not already represented there.
-- **Record missing ownership.** When no owning specification exists, retain the verified finding in discovery and record missing documentation ownership as a follow-up.
-- **Retain uncertainty here.** Keep unresolved questions and useful investigation context in discovery rather than treating them as canonical truth.
-- **Keep specifications current-state only.** Do not record intentions, design direction, refactor plans, decision history, priority, ownership, or sequencing here.
-- **Investigate with cause.** Do not exhaustively revalidate existing functionality without a report, visible failure, relevant change, or high-authority review need.
-- **Review authority carefully.** Give execution, data access, external tools, credentials, destructive operations, and unattended work focused review.
-- **Use stable locations.** Cite modules, routes, classes, and functions instead of fragile line ranges or generated evidence tables.
-
-## Reconciliation flow
-
-1. Start with the relevant map and trace the cited code.
-2. Classify the finding against current source evidence and an owning mature specification where one exists.
-3. Promote only verified, useful facts that are missing from an existing owning specification.
-4. When no owning specification exists, retain the verified finding here and record missing documentation ownership as a follow-up; otherwise retain unresolved context here and correct stale wording.
-
-> [!NOTE]
-> This package intentionally contains no generator, validator, maturity scale, feature database, or parallel work tracker. The [architecture runtime inventory](./architecture-runtime-inventory.md) preserves dated structural metrics, investigation context, and historical planning as an explicitly non-canonical snapshot.

discovery/architecture-runtime-inventory.md

@@ -1,331 +0,0 @@
-# Architecture runtime inventory
-
-> [!WARNING]
-> This document is a dated structural snapshot, not a canonical runtime specification.
-> Counts, paths, and implementation details may drift as the repository changes.
-> Verify implementation-sensitive claims against the current code and tests.
-
-- **Branch:** `discovery`
-- **Commit:** `c762efe1c97a`
-- **Generated:** `2026-07-28T05:38:14+01:00`
-- **Historical context:** readability and refactor planning in [#4071](https://github.com/odysseus-dev/odysseus/issues/4071) and [#4082](https://github.com/odysseus-dev/odysseus/issues/4082)
-
-## Disposition
-
-> [!NOTE]
-> Reviewed for documentation classification. Stable runtime structure and
-> subsystem ownership have been transferred to the proposed canonical
-> destination, [`docs/ARCHITECTURE.md`](../docs/ARCHITECTURE.md), for
-> maintainer review.
->
-> This document retains dated metrics, rankings, investigation context,
-> refactor-sensitive observations, and historical planning. Those contents are
-> non-canonical and belong under `discovery/`.
-
-| Content | Authority and destination |
-|---|---|
-| Stable runtime structure | Proposed canonical destination: `docs/ARCHITECTURE.md` |
-| Stable subsystem boundaries | Proposed canonical destination: `docs/ARCHITECTURE.md` |
-| Frontend module organization | `static/js/MODULE_SUMMARY.md` |
-| Counts, line totals, and rankings | This non-canonical inventory |
-| Investigation context and open questions | `discovery/` |
-| Refactor options and prioritization | Issues, Plane, or non-canonical discovery material |
-
-The transfer preserves the stable facts without promoting generated metrics or
-historical prioritization into canonical documentation.
-
-## Purpose
-
-This inventory provides a reviewable map of the current repository structure,
-large runtime modules, major subsystem boundaries, and refactor-sensitive areas.
-
-It does not:
-
-- define accepted subsystem behaviour;
-- certify runtime correctness;
-- prescribe a committed refactor sequence;
-- replace focused specifications, tests, or source review.
-
-For cross-cutting implementation evidence, see the [discovery maps](./README.md).
-
-## Top-level runtime structure
-
-| Area | Role |
-|---|---|
-| `app.py` | FastAPI application composition and entry point |
-| `launcher.py` | Application launch support |
-| `setup.py` | Native setup workflow |
-| `core/` | Authentication, middleware, persistence, sessions, and platform primitives |
-| `routes/` | HTTP and API route handlers |
-| `src/` | Application services, orchestration, tools, providers, and runtime helpers |
-| `services/` | Domain-oriented service packages |
-| `mcp_servers/` | Built-in MCP server implementations |
-| `scripts/` | CLI tools, diagnostics, maintenance, and migration helpers |
-| `static/` | No-build browser frontend and bundled assets |
-| `tests/` | Automated test suite and supporting test infrastructure |
-
-## Directory snapshot
-
-| Directory | Tracked files | Tracked Python files | Direct subdirectories |
-|---|---:|---:|---|
-| `src/` | 143 | 143 | `agent_tools/`, `model_capability_readers/`, `search/`, `tools/` |
-| `routes/` | 73 | 73 | `admin_wipe/`, `cleanup/`, `compare/`, `contacts/`, `gallery/`, `history/`, `memory/`, `note/`, `research/` |
-| `core/` | 11 | 11 | None |
-| `services/` | 42 | 40 | `docs/`, `faces/`, `hwfit/`, `memory/`, `research/`, `search/`, `shell/`, `stt/`, `tts/`, `youtube/` |
-| `mcp_servers/` | 5 | 5 | None |
-| `scripts/` | 44 | 17 | `_completion/`, `_lib/`, `demo_email/` |
-| `static/js/` | 154 | 0 | `calendar/`, `color/`, `compare/`, `editor/`, `emailLibrary/`, `markdown/`, `model/`, `research/`, `util/` |
-| `tests/` | 768 | 758 | `cli/`, `helpers/`, `streaming/`, `tools/` |
-
-> [!NOTE]
-> Counts in this table use `git ls-files`, so generated caches, virtual
-> environments, and other untracked local files are excluded.
-
-## Largest backend modules
-
-Large files are review signals, not proof that a module should be split.
-Coupling, ownership, import compatibility, tests, and runtime authority matter more
-than line count alone.
-
-| Rank | File | Lines | Classes | Top-level functions | Review signal |
-|---:|---|---:|---:|---:|---|
-| 1 | `routes/email_routes.py` | 6032 | 1 | 58 | High |
-| 2 | `src/agent_loop.py` | 5248 | 0 | 63 | High |
-| 3 | `routes/cookbook_routes.py` | 4545 | 0 | 16 | High |
-| 4 | `mcp_servers/email_server.py` | 2920 | 0 | 77 | High |
-| 5 | `src/llm_core.py` | 2895 | 3 | 85 | High |
-| 6 | `src/builtin_actions.py` | 2845 | 2 | 27 | High |
-| 7 | `routes/model_routes.py` | 2743 | 0 | 65 | High |
-| 8 | `src/task_scheduler.py` | 2627 | 1 | 8 | Medium |
-| 9 | `core/database.py` | 2562 | 28 | 67 | High |
-| 10 | `routes/gallery/gallery_routes.py` | 2325 | 0 | 16 | Medium |
-| 11 | `routes/chat_routes.py` | 2063 | 0 | 18 | Medium |
-| 12 | `routes/shell_routes.py` | 1971 | 1 | 21 | Medium |
-| 13 | `src/visual_report.py` | 1933 | 0 | 11 | Medium |
-| 14 | `routes/email_helpers.py` | 1888 | 3 | 48 | Medium |
-| 15 | `routes/document_routes.py` | 1810 | 0 | 5 | Medium |
-| 16 | `src/tools/cookbook.py` | 1705 | 0 | 34 | Medium |
-| 17 | `routes/calendar_routes.py` | 1667 | 2 | 19 | Medium |
-| 18 | `routes/skills_routes.py` | 1662 | 3 | 19 | Medium |
-| 19 | `src/tool_schemas.py` | 1595 | 0 | 3 | Medium |
-| 20 | `routes/email_pollers.py` | 1551 | 0 | 23 | Medium |
-
-The largest current backend concentrations include:
-
-- email routing and helper logic;
-- agent-loop orchestration;
-- Cookbook lifecycle and serving logic;
-- provider and model routing;
-- task scheduling;
-- shared database models and persistence helpers.
-
-These areas require focused ownership and compatibility analysis before structural
-changes are attempted.
-
-## Largest frontend modules
-
-| Rank | File | Lines |
-|---:|---|---:|
-| 1 | `static/style.css` | 41132 |
-| 2 | `static/js/document.js` | 11200 |
-| 3 | `static/js/emailLibrary.js` | 8505 |
-| 4 | `static/js/slashCommands.js` | 6520 |
-| 5 | `static/js/chat.js` | 6001 |
-| 6 | `static/js/settings.js` | 5819 |
-| 7 | `static/js/notes.js` | 5365 |
-| 8 | `static/app.js` | 4681 |
-| 9 | `static/js/cookbookRunning.js` | 4433 |
-| 10 | `static/js/galleryEditor.js` | 4386 |
-| 11 | `static/js/cookbookServe.js` | 4305 |
-| 12 | `static/js/calendar.js` | 3722 |
-| 13 | `static/js/cookbook.js` | 3677 |
-| 14 | `static/js/sessions.js` | 3665 |
-| 15 | `static/js/documentLibrary.js` | 3422 |
-| 16 | `static/js/tasks.js` | 3187 |
-| 17 | `static/js/admin.js` | 3144 |
-| 18 | `static/js/gallery.js` | 2958 |
-| 19 | `static/js/cookbook-hwfit.js` | 2826 |
-| 20 | `static/js/chatRenderer.js` | 2808 |
-
-The browser frontend remains a no-build ES-module application. Its current source
-tree is authoritative; the maintained structural summary is available in
-[`static/js/MODULE_SUMMARY.md`](../static/js/MODULE_SUMMARY.md).
-
-CSS modularization remains tracked separately in
-[#2617](https://github.com/odysseus-dev/odysseus/issues/2617).
-
-## Major subsystem boundaries
-
-| Subsystem | Primary implementation locations |
-|---|---|
-| Application startup | `app.py`, `src/app_initializer.py`, `core/` |
-| Authentication and sessions | `core/auth.py`, `core/middleware.py`, `core/session_manager.py`, `routes/auth_routes.py` |
-| Chat and streaming | `routes/chat_routes.py`, `routes/chat_helpers.py`, `src/chat_handler.py`, `src/chat_processor.py`, `src/llm_core.py` |
-| Agents and tools | `src/agent_loop.py`, `src/tool_execution.py`, `src/agent_tools/`, `src/tools/`, `src/tool_policy.py`, `src/tool_security.py` |
-| Models and providers | `routes/model_routes.py`, `src/model_discovery.py`, `src/model_capabilities.py`, `src/endpoint_resolver.py`, `src/llm_core.py` |
-| Cookbook and hardware fit | `routes/cookbook_routes.py`, `routes/cookbook_helpers.py`, `src/cookbook_serve_lifecycle.py`, `services/hwfit/` |
-| Search and research | `routes/search_routes.py`, `services/search/`, `routes/research/`, `services/research/`, `src/deep_research.py` |
-| Documents and retrieval | `routes/document_routes.py`, `src/document_processor.py`, `src/personal_docs.py`, `src/rag_manager.py`, `src/pdf_runtime.py` |
-| Memory and skills | `routes/memory/`, `services/memory/`, `routes/skills_routes.py` |
-| Email | `routes/email_routes.py`, `routes/email_helpers.py`, `routes/email_pollers.py`, `mcp_servers/email_server.py` |
-| Calendar, contacts, notes, and tasks | `routes/calendar_routes.py`, `routes/contacts/`, `routes/note/`, `routes/task_routes.py`, `src/task_scheduler.py` |
-| Media and speech | `routes/gallery/`, `routes/stt_routes.py`, `routes/tts_routes.py`, `services/stt/`, `services/tts/` |
-| Persistence and operations | `core/database.py`, `src/runtime_paths.py`, `src/bg_jobs.py`, `routes/backup_routes.py`, `routes/cleanup/` |
-
-For a broader evidence map, see
-[`system-map.md`](./system-map.md).
-
-## Refactor-sensitive areas
-
-### Shared persistence
-
-`core/database.py` is a central dependency containing models and shared persistence
-helpers. Changes can affect routes, services, background work, tests, migrations,
-and import compatibility.
-
-A split should not begin from file size alone. It requires:
-
-- an importer inventory;
-- model and helper ownership decisions;
-- migration compatibility checks;
-- stable re-export or migration strategy;
-- focused and full-suite validation.
-
-### Agent orchestration
-
-`src/agent_loop.py` coordinates model interaction, tool selection, policy decisions,
-multi-round execution, and background behaviour. Extraction work must preserve tool
-event semantics, policy enforcement, cancellation, and test patch points.
-
-Historical agent-loop modularization discussion is tracked in
-[#3266](https://github.com/odysseus-dev/odysseus/issues/3266).
-
-### Tool implementation boundaries
-
-Tool implementation is no longer represented by one proposed future package alone.
-Current responsibilities are distributed across:
-
-- `src/tool_execution.py`;
-- `src/tool_schemas.py`;
-- `src/tool_index.py`;
-- `src/tool_policy.py`;
-- `src/tool_security.py`;
-- `src/agent_tools/`;
-- `src/tools/`;
-- remaining compatibility surfaces such as `src/tool_implementations.py`.
-
-Historical tool modularization work is tracked in
-[#3629](https://github.com/odysseus-dev/odysseus/issues/3629).
-
-### Route ownership
-
-`routes/` now contains both flat modules and domain packages. Existing package
-boundaries should be extended only through focused changes. Broad mechanical route
-movement would affect registration, imports, tests, monkeypatch targets, and
-compatibility paths.
-
-### Frontend concentration
-
-The no-build frontend contains several large JavaScript modules and one central CSS
-file. Refactors should preserve module load order, global compatibility exports,
-DOM contracts, deep-link handling, and browser behaviour.
-
-## Non-implemented architecture options
-
-> [!NOTE]
-> The paths below are historical or possible design directions. They do not describe
-> the current repository and are not approved implementation plans.
-
-Earlier planning discussed:
-
-- renaming `app.py` to `main.py`;
-- moving agent orchestration into a new `src/agent/` package;
-- introducing broad `src/domain/`, `src/infra/`, `src/api/`, or `src/pkg/` layers;
-- moving all routes into domain subpackages;
-- splitting database models into a new infrastructure hierarchy.
-
-These options should be reconsidered against the current tree rather than copied
-forward as assumed targets.
-
-## Refactor guardrails
-
-- Keep structural changes behaviour-preserving.
-- Change one ownership boundary at a time.
-- Do not mix file movement with unrelated feature work.
-- Preserve existing import and monkeypatch paths where compatibility is required.
-- Identify focused tests before modifying high-authority modules.
-- Validate startup, imports, and affected runtime paths.
-- Avoid repository-wide package reorganizations without maintainer agreement.
-- Treat generated metrics as snapshots, not architectural decisions.
-
-## Reproduce the snapshot
-
-Run these commands from the repository root.
-
-```bash
-# Tracked directory totals
-for dir in src routes core services mcp_servers scripts static/js tests; do
-  files="$(git ls-files "$dir" | wc -l)"
-  python_files="$(git ls-files "$dir" '*.py' | wc -l)"
-
-  printf '%-14s tracked=%-5s python=%-5s\n' \
-    "$dir" \
-    "$files" \
-    "$python_files"
-done
-
-# Largest tracked backend files
-git ls-files \
-  'app.py' \
-  'launcher.py' \
-  'setup.py' \
-  'core/*.py' \
-  'core/**/*.py' \
-  'routes/*.py' \
-  'routes/**/*.py' \
-  'services/*.py' \
-  'services/**/*.py' \
-  'src/*.py' \
-  'src/**/*.py' \
-  'mcp_servers/*.py' \
-  'scripts/*.py' \
-  'scripts/**/*.py' |
-xargs wc -l |
-sort -nr |
-head -31
-
-# Largest tracked frontend source files
-git ls-files \
-  'static/*.js' \
-  'static/*.css' \
-  'static/*.html' \
-  'static/**/*.js' \
-  'static/**/*.css' \
-  'static/**/*.html' |
-grep -vE '\.min\.js$' |
-xargs wc -l |
-sort -nr |
-head -31
-```
-
-## Validation for architecture changes
-
-Use the smallest relevant checks first, then expand according to risk:
-
-```bash
-python3 -m compileall -q app.py core routes services src
-venv/bin/python -m pytest tests/<focused-test-file>.py -q
-venv/bin/python -m pytest -q
-```
-
-Startup, browser, Docker, and integration checks may also be required depending on
-the affected boundary.
-
-## Related documentation
-
-- [Documentation style](../docs/STYLE.md)
-- [Discovery maps](../discovery/README.md)
-- [Current system map](../discovery/system-map.md)
-- [Safety boundaries](../discovery/safety-boundaries.md)
-- [Frontend module summary](../static/js/MODULE_SUMMARY.md)
-- [Testing standard](../tests/TESTING_STANDARD.md)

discovery/safety-boundaries.md

@@ -1,142 +0,0 @@
-# Safety boundaries
-
-> [!IMPORTANT]
-> This non-canonical discovery map records code-grounded safeguards, confirmed risks or gaps, and unverified behaviour. Broad authority does not by itself establish a vulnerability. Verify the cited source before relying on a finding. No destructive test, external connection, or real credential was used for this map.
-
-## Navigate the boundaries
-
-- [Shell and subprocess execution](#shell-and-subprocess-execution)
-- [Filesystem access and workspace confinement](#filesystem-access-and-workspace-confinement)
-- [Agent-controlled tool dispatch](#agent-controlled-tool-dispatch)
-- [MCP and external tool servers](#mcp-and-external-tool-servers)
-- [Outbound network requests and URL validation](#outbound-network-requests-and-url-validation)
-- [Secrets, credentials, and vault sessions](#secrets-credentials-and-vault-sessions)
-- [Authentication and privileged administration](#authentication-and-privileged-administration)
-- [Deletion, wipe, backup, and restore](#deletion-wipe-backup-and-restore)
-- [Background jobs and unattended task execution](#background-jobs-and-unattended-task-execution)
-
-## Shell and subprocess execution
-
-- **Boundary:** Shell routes, agent `bash` and `python` tools, local model serving, and detached background jobs.
-
-- **Available authority:** Commands run as the application process user and can create child processes.
-
-- **User-controlled inputs:** Direct shell requests, model-produced tool arguments, scheduled-task prompts, and model-serving configuration.
-
-- **Current safeguards:** Agent dispatch applies owner/admin checks and tool policy; process helpers use timeouts or bounded background-job lifecycle where implemented.
-
-- **Confirmed risks or gaps:** Intentional authority with a confirmed gap: the agent shell starts in its workspace but is not sandboxed to it, and has no egress sandbox. This is documented in source and the threat model; it is not a newly demonstrated bypass.
-
-- **Unverified behaviour:** Role-gate and disabled-tool outcomes, direct shell-route behaviour, and timeout, cancellation, and output handling for foreground and detached processes remain unverified.
-
-## Filesystem access and workspace confinement
-
-- **Boundary:** Agent read, write, patch, listing, glob, and grep tools.
-
-- **Available authority:** Read and modify files within active workspace confinement or fallback allowlisted roots.
-
-- **User-controlled inputs:** Tool paths, patches, file contents, search patterns, and workspace selection passed into the tool dispatcher.
-
-- **Current safeguards:** [`src/tool_execution.py`](../src/tool_execution.py) resolves paths, blocks sensitive subpaths, applies allowlist containment, and tightens paths to the active workspace when one is bound. File tools use those resolvers.
-
-- **Confirmed risks or gaps:** Intentional authority with safeguards. The file-tool policy does not sandbox the shell; treating a workspace as a whole-process containment boundary would be incorrect.
-
-- **Unverified behaviour:** Traversal, symlink, sensitive-name, absolute-path, and workspace-switch behaviour remains unverified.
-
-## Agent-controlled tool dispatch
-
-- **Boundary:** Model output becomes native or parsed tool calls and is dispatched by the agent loop.
-
-- **Available authority:** The authority of every enabled tool, including privileged built-ins and external tools.
-
-- **User-controlled inputs:** Chat content, attached/retrieved content that may influence the model, tool arguments, per-request tool selection, and policy toggles.
-
-- **Current safeguards:** [`src/tool_security.py`](../src/tool_security.py) blocks protected tools for non-admin users and fails closed for malformed tool names; [`src/tool_policy.py`](../src/tool_policy.py) supports disabled and guide-only policy; prompt-security helpers label untrusted context.
-
-- **Confirmed risks or gaps:** Credible risk requiring verification: aliases, legacy text tools, native function calls, and MCP-qualified names must all reach the same policy outcome. The code has specific alias handling for email/MCP names, which makes this a sensitive compatibility seam.
-
-- **Unverified behaviour:** The current policy outcomes for owner role, request mode, disabled state, native versus parsed invocation, qualified aliases, and external-content entry points remain unverified.
-
-## MCP and external tool servers
-
-- **Boundary:** Configured MCP servers and their tools are exposed to the agent through the MCP manager and routes.
-
-- **Available authority:** Depends on the server: external network access, local process access, messaging, or data mutation may be delegated outside the application.
-
-- **User-controlled inputs:** Server configuration, remote OAuth completion, tool arguments, and model-selected MCP calls.
-
-- **Current safeguards:** MCP routes are registered through [`routes/mcp_routes.py`](../routes/mcp_routes.py); MCP-qualified tools are denied to non-admin users by [`src/tool_security.py`](../src/tool_security.py). OAuth state and token persistence are handled in [`src/mcp_oauth.py`](../src/mcp_oauth.py).
-
-- **Confirmed risks or gaps:** Credible risk requiring verification: an MCP server authority is broader than the application can infer from its tool name. This map does not establish a trust or approval model for server installation and individual tool invocation.
-
-- **Unverified behaviour:** Server onboarding, credential storage, server-origin trust, OAuth callback deployment, tool disablement, and invocation audit behaviour remain unverified.
-
-## Outbound network requests and URL validation
-
-- **Boundary:** Search/content fetch, research, webhooks, skill import, provider endpoints, and other HTTP clients.
-
-- **Available authority:** The application can make outbound requests from its network position.
-
-- **User-controlled inputs:** Search/fetch URLs, imported skill URLs, webhook configuration, and some endpoint settings.
-
-- **Current safeguards:** [`src/url_security.py`](../src/url_security.py) validates untrusted public HTTP URLs and fails closed on unsuitable schemes or private addresses. [`services/search/content.py`](../services/search/content.py) resolves and rejects non-public hosts, pins resolved addresses for fetches, caps bodies, and limits redirects.
-
-- **Confirmed risks or gaps:** Intentional split: administrator-created model endpoints may target private providers, while untrusted URLs use public-address checks. That distinction is required for self-hosted deployments but needs explicit call-site review.
-
-- **Unverified behaviour:** The URL-source classification for outbound clients and the current handling of redirects and DNS changes remain unverified.
-
-## Secrets, credentials, and vault sessions
-
-- **Boundary:** Application-managed encrypted secrets, API keys, provider credentials, and Bitwarden/Vaultwarden CLI sessions.
-
-- **Available authority:** Credentials unlock remote providers and connected personal services.
-
-- **User-controlled inputs:** Administrative configuration, login/unlock requests, imported settings, and agent vault tool arguments.
-
-- **Current safeguards:** [`src/secret_storage.py`](../src/secret_storage.py) uses a locally stored Fernet key with restrictive permissions for supported database secrets. Vault routes require an administrator, avoid passing master passwords in command arguments, and set restrictive permissions on the vault-session file.
-
-- **Confirmed risks or gaps:** Confirmed current boundary: vault session data is persisted through the vault path, not through [`src/secret_storage.py`](../src/secret_storage.py). This is an unresolved question about current security semantics, not a confirmed exposure.
-
-- **Unverified behaviour:** Current encryption-at-rest, owner scope, rotation, lock/logout, backup/restore, and log/tool-result exposure behaviour remains unverified.
-
-## Authentication and privileged administration
-
-- **Boundary:** Session authentication, API tokens, privileged routes, and internal tool loopback.
-
-- **Available authority:** Administrative identity can access execution, settings, integrations, data deletion, and secrets.
-
-- **User-controlled inputs:** Login/signup data, session cookies, API tokens, authentication configuration, and requests to privileged routes.
-
-- **Current safeguards:** [`core/auth.py`](../core/auth.py), [`core/middleware.py`](../core/middleware.py), and route-level checks establish identity and administrator gates. [`app.py`](../app.py) warns when localhost bypass is configured; [`SECURITY.md`](../SECURITY.md) documents deployment requirements.
-
-- **Confirmed risks or gaps:** Intentional authority with safeguards. Security depends on deployments keeping authentication enabled and internal services private; this map does not audit reverse-proxy or environment configuration.
-
-- **Unverified behaviour:** Setup, anonymous, non-admin, admin, token, and internal-loopback behaviour, including privileged-route gate consistency, remains unverified.
-
-## Deletion, wipe, backup, and restore
-
-- **Boundary:** Administrative wipe, cleanup, backup import/export, and the backup restore command.
-
-- **Available authority:** Delete or replace user data and credentials.
-
-- **User-controlled inputs:** Administrative HTTP requests, cleanup choices, backup payloads, archive paths, and restore command options.
-
-- **Current safeguards:** Administrative wipe routes use the administrative boundary. Cleanup exposes a preview route before mutation. The documented backup tool requires explicit restore confirmation, stages the old data directory, and validates archive members before extraction.
-
-- **Confirmed risks or gaps:** Intentional destructive authority. Backup archives contain secrets by design, as documented in [`docs/backup-restore.md`](../docs/backup-restore.md); this is an operator confidentiality responsibility, not a code defect established here.
-
-- **Unverified behaviour:** Role-gate, confirmation, archive-rejection, staged-recovery, and owner-isolation behaviour remains unverified. No destructive runtime test was performed.
-
-## Background jobs and unattended task execution
-
-- **Boundary:** Scheduled tasks, background-job monitor, startup tasks, and notification/delivery work that continue without an active browser request.
-
-- **Available authority:** Scheduled agent work can obtain model access and, for eligible owners, shell and file tools; task output can interact with connected services.
-
-- **User-controlled inputs:** Stored task prompt, schedule, model/crew selection, enabled-tool configuration, output target, and prior persisted state.
-
-- **Current safeguards:** [`src/task_scheduler.py`](../src/task_scheduler.py) serializes execution, records task runs, associates work with an owner, and applies the agent owner-based tool gate. [`src/bg_jobs.py`](../src/bg_jobs.py) keeps bounded state and can terminate overlong subprocess jobs.
-
-- **Confirmed risks or gaps:** Credible risk requiring verification: authority is inherited and exercised later, so changes to roles, task configuration, and disabled tools must be checked at execution time rather than assumed from task creation.
-
-- **Unverified behaviour:** Creation, editing, role-change, scheduling, cancellation, restart-recovery, and execution behaviour remains unverified, including whether current policy is re-evaluated before privileged action.

discovery/system-map.md

@@ -1,139 +0,0 @@
-# Current system map
-
-> [!NOTE]
-> This non-canonical discovery map is an evidence guide, not an exhaustive feature catalog or runtime certification. Verify the cited source before relying on a finding. Each section records local implementation observations, evidence locations, confirmed current problems, and unresolved factual questions.
-
-## Navigate the system
-
-- [Startup and application composition](#startup-and-application-composition)
-- [Frontend shell and browser interaction](#frontend-shell-and-browser-interaction)
-- [Chat, sessions, and streaming](#chat-sessions-and-streaming)
-- [Agents, tools, and execution](#agents-tools-and-execution)
-- [Models, providers, and local serving](#models-providers-and-local-serving)
-- [Search and research](#search-and-research)
-- [Documents, retrieval, and personal knowledge](#documents-retrieval-and-personal-knowledge)
-- [Memory and skills](#memory-and-skills)
-- [Email, calendar, contacts, notes, and tasks](#email-calendar-contacts-notes-and-tasks)
-- [Media, speech, and image work](#media-speech-and-image-work)
-- [Authentication, secrets, and privileged administration](#authentication-secrets-and-privileged-administration)
-- [Persistence, background work, and operations](#persistence-background-work-and-operations)
-
-## Startup and application composition
-
-- **How it works:** [`app.py`](../app.py) creates the application, mounts static assets, constructs shared services, registers route factories, and owns lifespan startup and shutdown. [`src/app_initializer.py`](../src/app_initializer.py) prepares application state; [`core/`](../core/) provides persistence, authentication, middleware, sessions, and platform helpers.
-
-- **Evidence locations:** [`app.py`](../app.py); [`src/app_initializer.py`](../src/app_initializer.py); [`core/database.py`](../core/database.py); [`core/auth.py`](../core/auth.py); [`core/middleware.py`](../core/middleware.py); [`routes/`](../routes/).
-
-- **Known problems:** None recorded by this mapping.
-
-- **Open question:** Which component currently owns startup and shutdown for each long-lived service?
-
-## Frontend shell and browser interaction
-
-- **How it works:** [`static/index.html`](../static/index.html) is served by the root and SPA deep-link routes in [`app.py`](../app.py); [`static/app.js`](../static/app.js), [`static/style.css`](../static/style.css), and [`static/js/`](../static/js/) implement the client surface.
-
-- **Evidence locations:** [`static/index.html`](../static/index.html); [`static/app.js`](../static/app.js); [`static/js/`](../static/js/); [`static/style.css`](../static/style.css); [`app.py`](../app.py) deep-link handlers.
-
-- **Known problems:** The `/backgrounds` route in [`app.py`](../app.py) calls `serve_html_with_nonce` for `static/backgrounds.html`, but that file is absent from [`static/`](../static/). This is a confirmed broken prototype route, not evidence about the rest of the frontend.
-
-- **Open question:** Is `/backgrounds` currently an intentionally supported route or an obsolete prototype?
-
-## Chat, sessions, and streaming
-
-- **How it works:** [`routes/chat_routes.py`](../routes/chat_routes.py) and [`routes/chat_helpers.py`](../routes/chat_helpers.py) coordinate requests, session state, and SSE delivery. [`src/chat_handler.py`](../src/chat_handler.py), [`src/chat_processor.py`](../src/chat_processor.py), [`src/llm_core.py`](../src/llm_core.py), and [`src/session_actions.py`](../src/session_actions.py) provide message preparation, provider interaction, and session operations.
-
-- **Evidence locations:** [`routes/chat_routes.py`](../routes/chat_routes.py); [`routes/chat_helpers.py`](../routes/chat_helpers.py); [`routes/session_routes.py`](../routes/session_routes.py); [`src/chat_handler.py`](../src/chat_handler.py); [`src/chat_processor.py`](../src/chat_processor.py); [`src/llm_core.py`](../src/llm_core.py); [`core/session_manager.py`](../core/session_manager.py).
-
-- **Known problems:** [`src/agent_loop.py`](../src/agent_loop.py) annotates `_resolved_tool_event_name` with `Any` but imports no `Any` and does not enable postponed annotation evaluation. Python evaluates that annotation while importing the module, so this is an import-time defect at the checked baseline.
-
-- **Open question:** No end-to-end provider or browser streaming run was performed for this map.
-
-## Agents, tools, and execution
-
-- **How it works:** [`src/agent_loop.py`](../src/agent_loop.py) drives multi-round tool use. [`src/tool_execution.py`](../src/tool_execution.py) dispatches calls and binds workspace context. [`src/agent_tools/`](../src/agent_tools/) contains individual implementations; [`src/tool_security.py`](../src/tool_security.py) and [`src/tool_policy.py`](../src/tool_policy.py) apply role and request policies. Long-running command work is represented by [`src/bg_jobs.py`](../src/bg_jobs.py).
-
-- **Evidence locations:** [`src/agent_loop.py`](../src/agent_loop.py); [`src/tool_execution.py`](../src/tool_execution.py); [`src/agent_tools/`](../src/agent_tools/); [`src/tool_security.py`](../src/tool_security.py); [`src/tool_policy.py`](../src/tool_policy.py); [`src/tool_schemas.py`](../src/tool_schemas.py); [`src/bg_jobs.py`](../src/bg_jobs.py).
-
-- **Known problems:** The import-time annotation defect above blocks the main agent/tool path. The shell is intentionally not a filesystem or network sandbox; that is an authority boundary, not by itself a vulnerability claim.
-
-- **Open question:** Which native, legacy, and MCP-qualified invocation paths reach each policy gate?
-
-## Models, providers, and local serving
-
-- **How it works:** Model routes delegate to discovery, capabilities, endpoint resolution, and LLM core modules. Cookbook routes and hardware-fit services handle model lifecycle and local-serving support.
-
-- **Evidence locations:** [`routes/model_routes.py`](../routes/model_routes.py); [`src/model_discovery.py`](../src/model_discovery.py); [`src/model_capabilities.py`](../src/model_capabilities.py); [`src/endpoint_resolver.py`](../src/endpoint_resolver.py); [`src/llm_core.py`](../src/llm_core.py); [`routes/cookbook_routes.py`](../routes/cookbook_routes.py); [`src/cookbook_serve_lifecycle.py`](../src/cookbook_serve_lifecycle.py); [`services/hwfit/`](../services/hwfit/).
-
-- **Known problems:** None recorded by this mapping.
-
-- **Open question:** Which endpoint inputs are administrator-created and permitted to use private provider addresses?
-
-## Search and research
-
-- **How it works:** HTTP search routes use [`services/search/`](../services/search/); research is exposed through [`routes/research/`](../routes/research/) and implemented in [`services/research/`](../services/research/), [`src/deep_research.py`](../src/deep_research.py), and related helpers. [`src/search/`](../src/search/) remains an import-compatibility layer for callers not yet moved to `services.search`.
-
-- **Evidence locations:** [`routes/search_routes.py`](../routes/search_routes.py); [`services/search/`](../services/search/); [`routes/research/research_routes.py`](../routes/research/research_routes.py); [`services/research/`](../services/research/); [`src/deep_research.py`](../src/deep_research.py); [`src/search/`](../src/search/).
-
-- **Known problems:** None recorded by this mapping.
-
-- **Open question:** No live provider request was made; provider configuration and network access remain unverified.
-
-## Documents, retrieval, and personal knowledge
-
-- **How it works:** Document routes coordinate upload handling, document processing, and editor actions. Personal-document and RAG modules use Chroma and embedding clients. PDF viewing uses the optional-dependency loader in [`src/pdf_runtime.py`](../src/pdf_runtime.py); form extraction and filling live separately in [`src/pdf_forms.py`](../src/pdf_forms.py) and [`src/pdf_form_doc.py`](../src/pdf_form_doc.py).
-
-- **Evidence locations:** [`routes/document_routes.py`](../routes/document_routes.py); [`src/upload_handler.py`](../src/upload_handler.py); [`src/document_processor.py`](../src/document_processor.py); [`src/document_actions.py`](../src/document_actions.py); [`src/personal_docs.py`](../src/personal_docs.py); [`src/rag_manager.py`](../src/rag_manager.py); [`src/embeddings.py`](../src/embeddings.py); [`src/pdf_runtime.py`](../src/pdf_runtime.py); [`src/pdf_forms.py`](../src/pdf_forms.py); [`src/pdf_form_doc.py`](../src/pdf_form_doc.py).
-
-- **Known problems:** PDF viewing/runtime loading and PDF form processing are separate implementations. That separation is confirmed and intentional in the source; it is not a defect without a reported behavioural failure.
-
-- **Open question:** Optional PDF dependencies and representative uploaded documents were not exercised.
-
-## Memory and skills
-
-- **How it works:** Memory routes use [`services/memory/`](../services/memory/) and vector helpers. Skills are exposed through [`routes/skills_routes.py`](../routes/skills_routes.py), stored and managed in [`services/memory/skills.py`](../services/memory/skills.py), and may be imported through [`services/memory/skill_importer.py`](../services/memory/skill_importer.py).
-
-- **Evidence locations:** [`routes/memory/memory_routes.py`](../routes/memory/memory_routes.py); [`services/memory/`](../services/memory/); [`src/memory.py`](../src/memory.py); [`src/memory_vector.py`](../src/memory_vector.py); [`routes/skills_routes.py`](../routes/skills_routes.py); [`services/memory/skills.py`](../services/memory/skills.py); [`services/memory/skill_importer.py`](../services/memory/skill_importer.py).
-
-- **Known problems:** None recorded by this mapping.
-
-- **Open question:** Which imported skill content can reach execution-capable paths, and which validation occurs before that point?
-
-## Email, calendar, contacts, notes, and tasks
-
-- **How it works:** Dedicated route modules own email, CalDAV calendar, CardDAV contacts, notes, and tasks. Supporting modules include email helpers and pollers, CalDAV sync and writeback, and the task scheduler.
-
-- **Evidence locations:** [`routes/email_routes.py`](../routes/email_routes.py); [`routes/calendar_routes.py`](../routes/calendar_routes.py); [`routes/contacts/contacts_routes.py`](../routes/contacts/contacts_routes.py); [`routes/note/note_routes.py`](../routes/note/note_routes.py); [`routes/task_routes.py`](../routes/task_routes.py); [`routes/assistant_routes.py`](../routes/assistant_routes.py); [`src/caldav_sync.py`](../src/caldav_sync.py); [`src/caldav_writeback.py`](../src/caldav_writeback.py); [`src/task_scheduler.py`](../src/task_scheduler.py).
-
-- **Known problems:** None recorded by this mapping.
-
-- **Open question:** External account behaviour, writeback, and delivery require controlled credentials and are not runtime-validated here.
-
-## Media, speech, and image work
-
-- **How it works:** Gallery and image routes coordinate media features. Service modules own speech and media integrations; [`src/generated_images.py`](../src/generated_images.py) and [`src/visual_report.py`](../src/visual_report.py) support artifact handling and presentation.
-
-- **Evidence locations:** [`routes/gallery/gallery_routes.py`](../routes/gallery/gallery_routes.py); [`routes/stt_routes.py`](../routes/stt_routes.py); [`routes/tts_routes.py`](../routes/tts_routes.py); [`src/generated_images.py`](../src/generated_images.py); [`services/stt/`](../services/stt/); [`services/tts/`](../services/tts/); [`services/faces/`](../services/faces/); [`src/visual_report.py`](../src/visual_report.py).
-
-- **Known problems:** None recorded by this mapping.
-
-- **Open question:** Hardware- and provider-dependent media workflows were not exercised.
-
-## Authentication, secrets, and privileged administration
-
-- **How it works:** [`core/auth.py`](../core/auth.py) and [`core/middleware.py`](../core/middleware.py) provide identity and request gates. [`src/secret_storage.py`](../src/secret_storage.py) encrypts application-managed database secrets with a local Fernet key. Vault handling is separate: [`routes/vault_routes.py`](../routes/vault_routes.py) and [`src/tools/vault.py`](../src/tools/vault.py) invoke the Bitwarden CLI and persist its session data in the application data area.
-
-- **Evidence locations:** [`core/auth.py`](../core/auth.py); [`core/middleware.py`](../core/middleware.py); [`routes/auth_routes.py`](../routes/auth_routes.py); [`routes/api_token_routes.py`](../routes/api_token_routes.py); [`src/secret_storage.py`](../src/secret_storage.py); [`routes/vault_routes.py`](../routes/vault_routes.py); [`src/tools/vault.py`](../src/tools/vault.py); [`routes/admin_wipe/admin_wipe_routes.py`](../routes/admin_wipe/admin_wipe_routes.py).
-
-- **Known problems:** Vault-command handling and local application secret storage are distinct paths with different storage mechanisms. This is a source-confirmed boundary, not evidence that either path is compromised.
-
-- **Open question:** What are the current confidentiality, ownership, rotation, and backup semantics for vault session data?
-
-## Persistence, background work, and operations
-
-- **How it works:** SQLite models and persistence are centred in [`core/database.py`](../core/database.py); managers use application data paths. The scheduler and background-job monitor can continue work outside a live browser request. Operational routes cover cleanup, backup, and administrative wipe; the repository also provides a backup script and user documentation.
-
-- **Evidence locations:** [`core/database.py`](../core/database.py); [`src/runtime_paths.py`](../src/runtime_paths.py); [`src/task_scheduler.py`](../src/task_scheduler.py); [`src/bg_jobs.py`](../src/bg_jobs.py); [`src/bg_monitor.py`](../src/bg_monitor.py); [`routes/backup_routes.py`](../routes/backup_routes.py); [`routes/cleanup/cleanup_routes.py`](../routes/cleanup/cleanup_routes.py); [`routes/admin_wipe/admin_wipe_routes.py`](../routes/admin_wipe/admin_wipe_routes.py); [`scripts/odysseus-backup`](../scripts/odysseus-backup); [`docs/backup-restore.md`](../docs/backup-restore.md).
-
-- **Known problems:** None recorded by this mapping.
-
-- **Open question:** What current behaviour applies to background execution, cancellation, retries, and authority inheritance?

docker-compose.gpu-amd.yml

@@ -46,10 +46,11 @@ services:
       - DATABASE_URL=${DATABASE_URL:-sqlite:///./data/app.db}
       - AUTH_ENABLED=${AUTH_ENABLED:-true}
       - LOCALHOST_BYPASS=${LOCALHOST_BYPASS:-false}
+      - COMPANION_BASE_URL=${COMPANION_BASE_URL:-}
       - ODYSSEUS_ADMIN_USER=${ODYSSEUS_ADMIN_USER:-admin}
       - ODYSSEUS_ADMIN_PASSWORD=${ODYSSEUS_ADMIN_PASSWORD:-}
       - ALLOWED_ORIGINS=${ALLOWED_ORIGINS:-http://localhost,http://127.0.0.1}
-      - SECURE_COOKIES=${SECURE_COOKIES:-false}
+      - SECURE_COOKIES=${SECURE_COOKIES:-}
       - EMBEDDING_URL=${EMBEDDING_URL:-}
       - EMBEDDING_MODEL=${EMBEDDING_MODEL:-}
       - EMBEDDING_API_KEY=${EMBEDDING_API_KEY:-}
@@ -67,12 +68,18 @@ services:
       - ODYSSEUS_EMAIL_COMPOSE_UPLOAD_MAX_BYTES=${ODYSSEUS_EMAIL_COMPOSE_UPLOAD_MAX_BYTES:-26214400}
       - ODYSSEUS_STT_MAX_AUDIO_BYTES=${ODYSSEUS_STT_MAX_AUDIO_BYTES:-26214400}
       - ODYSSEUS_ICS_MAX_BYTES=${ODYSSEUS_ICS_MAX_BYTES:-10485760}
+      - ODYSSEUS_TTS_CACHE_MAX_BYTES=${ODYSSEUS_TTS_CACHE_MAX_BYTES}
       - DATA_BRAVE_API_KEY=${DATA_BRAVE_API_KEY:-}
       - GOOGLE_API_KEY=${GOOGLE_API_KEY:-}
       - GOOGLE_PSE_CX=${GOOGLE_PSE_CX:-}
       - GOOGLE_OAUTH_CLIENT_ID=${GOOGLE_OAUTH_CLIENT_ID:-}
       - GOOGLE_OAUTH_CLIENT_SECRET=${GOOGLE_OAUTH_CLIENT_SECRET:-}
       - GOOGLE_OAUTH_REDIRECT_URI=${GOOGLE_OAUTH_REDIRECT_URI:-}
+      # Externally reachable origin for MCP OAuth callbacks. The container
+      # always listens on 7000 and cannot see the host port map above, so
+      # remote MCP OAuth needs this set whenever the browser reaches
+      # Odysseus on anything other than http://localhost:7000.
+      - OAUTH_REDIRECT_BASE_URL=${OAUTH_REDIRECT_BASE_URL:-}
       - TAVILY_API_KEY=${TAVILY_API_KEY:-}
       - SERPER_API_KEY=${SERPER_API_KEY:-}
       # PUID / PGID — the user/group the container drops to before
@@ -128,12 +135,17 @@ services:
           fi
           sed "s|__SEARXNG_SECRET__|$$secret|g" /tmp/searxng-settings.yml.template > /etc/searxng/settings.yml
         fi
+        # Advisory: a settings file the migration cannot parse or rewrite must
+        # not be what stops searxng from booting. It explains itself on stderr
+        # and we carry on, letting searxng report anything genuinely wrong.
+        /usr/local/searxng/.venv/bin/python /tmp/migrate-searxng-settings.py /etc/searxng/settings.yml || true
         exec /usr/local/searxng/entrypoint.sh
     ports:
       - "127.0.0.1:8080:8080"
     volumes:
       - searxng-data:/etc/searxng
       - ./config/searxng/settings.yml:/tmp/searxng-settings.yml.template:ro,z
+      - ./scripts/migrate_searxng_settings.py:/tmp/migrate-searxng-settings.py:ro,z
     environment:
       - SEARXNG_BASE_URL=http://localhost:8080/
       - SEARXNG_SECRET=${SEARXNG_SECRET:-}

docker-compose.gpu-nvidia.yml

@@ -45,10 +45,11 @@ services:
       - DATABASE_URL=${DATABASE_URL:-sqlite:///./data/app.db}
       - AUTH_ENABLED=${AUTH_ENABLED:-true}
       - LOCALHOST_BYPASS=${LOCALHOST_BYPASS:-false}
+      - COMPANION_BASE_URL=${COMPANION_BASE_URL:-}
       - ODYSSEUS_ADMIN_USER=${ODYSSEUS_ADMIN_USER:-admin}
       - ODYSSEUS_ADMIN_PASSWORD=${ODYSSEUS_ADMIN_PASSWORD:-}
       - ALLOWED_ORIGINS=${ALLOWED_ORIGINS:-http://localhost,http://127.0.0.1}
-      - SECURE_COOKIES=${SECURE_COOKIES:-false}
+      - SECURE_COOKIES=${SECURE_COOKIES:-}
       - EMBEDDING_URL=${EMBEDDING_URL:-}
       - EMBEDDING_MODEL=${EMBEDDING_MODEL:-}
       - EMBEDDING_API_KEY=${EMBEDDING_API_KEY:-}
@@ -66,12 +67,18 @@ services:
       - ODYSSEUS_EMAIL_COMPOSE_UPLOAD_MAX_BYTES=${ODYSSEUS_EMAIL_COMPOSE_UPLOAD_MAX_BYTES:-26214400}
       - ODYSSEUS_STT_MAX_AUDIO_BYTES=${ODYSSEUS_STT_MAX_AUDIO_BYTES:-26214400}
       - ODYSSEUS_ICS_MAX_BYTES=${ODYSSEUS_ICS_MAX_BYTES:-10485760}
+      - ODYSSEUS_TTS_CACHE_MAX_BYTES=${ODYSSEUS_TTS_CACHE_MAX_BYTES}
       - DATA_BRAVE_API_KEY=${DATA_BRAVE_API_KEY:-}
       - GOOGLE_API_KEY=${GOOGLE_API_KEY:-}
       - GOOGLE_PSE_CX=${GOOGLE_PSE_CX:-}
       - GOOGLE_OAUTH_CLIENT_ID=${GOOGLE_OAUTH_CLIENT_ID:-}
       - GOOGLE_OAUTH_CLIENT_SECRET=${GOOGLE_OAUTH_CLIENT_SECRET:-}
       - GOOGLE_OAUTH_REDIRECT_URI=${GOOGLE_OAUTH_REDIRECT_URI:-}
+      # Externally reachable origin for MCP OAuth callbacks. The container
+      # always listens on 7000 and cannot see the host port map above, so
+      # remote MCP OAuth needs this set whenever the browser reaches
+      # Odysseus on anything other than http://localhost:7000.
+      - OAUTH_REDIRECT_BASE_URL=${OAUTH_REDIRECT_BASE_URL:-}
       - TAVILY_API_KEY=${TAVILY_API_KEY:-}
       - SERPER_API_KEY=${SERPER_API_KEY:-}
       # PUID / PGID — the user/group the container drops to before
@@ -131,12 +138,17 @@ services:
           fi
           sed "s|__SEARXNG_SECRET__|$$secret|g" /tmp/searxng-settings.yml.template > /etc/searxng/settings.yml
         fi
+        # Advisory: a settings file the migration cannot parse or rewrite must
+        # not be what stops searxng from booting. It explains itself on stderr
+        # and we carry on, letting searxng report anything genuinely wrong.
+        /usr/local/searxng/.venv/bin/python /tmp/migrate-searxng-settings.py /etc/searxng/settings.yml || true
         exec /usr/local/searxng/entrypoint.sh
     ports:
       - "127.0.0.1:8080:8080"
     volumes:
       - searxng-data:/etc/searxng
       - ./config/searxng/settings.yml:/tmp/searxng-settings.yml.template:ro,z
+      - ./scripts/migrate_searxng_settings.py:/tmp/migrate-searxng-settings.py:ro,z
     environment:
       - SEARXNG_BASE_URL=http://localhost:8080/
       - SEARXNG_SECRET=${SEARXNG_SECRET:-}

docker-compose.yml

@@ -34,10 +34,11 @@ services:
       - DATABASE_URL=${DATABASE_URL:-sqlite:///./data/app.db}
       - AUTH_ENABLED=${AUTH_ENABLED:-true}
       - LOCALHOST_BYPASS=${LOCALHOST_BYPASS:-false}
+      - COMPANION_BASE_URL=${COMPANION_BASE_URL:-}
       - ODYSSEUS_ADMIN_USER=${ODYSSEUS_ADMIN_USER:-admin}
       - ODYSSEUS_ADMIN_PASSWORD=${ODYSSEUS_ADMIN_PASSWORD:-}
       - ALLOWED_ORIGINS=${ALLOWED_ORIGINS:-http://localhost,http://127.0.0.1}
-      - SECURE_COOKIES=${SECURE_COOKIES:-false}
+      - SECURE_COOKIES=${SECURE_COOKIES:-}
       - EMBEDDING_URL=${EMBEDDING_URL:-}
       - EMBEDDING_MODEL=${EMBEDDING_MODEL:-}
       - EMBEDDING_API_KEY=${EMBEDDING_API_KEY:-}
@@ -55,12 +56,18 @@ services:
       - ODYSSEUS_EMAIL_COMPOSE_UPLOAD_MAX_BYTES=${ODYSSEUS_EMAIL_COMPOSE_UPLOAD_MAX_BYTES:-26214400}
       - ODYSSEUS_STT_MAX_AUDIO_BYTES=${ODYSSEUS_STT_MAX_AUDIO_BYTES:-26214400}
       - ODYSSEUS_ICS_MAX_BYTES=${ODYSSEUS_ICS_MAX_BYTES:-10485760}
+      - ODYSSEUS_TTS_CACHE_MAX_BYTES=${ODYSSEUS_TTS_CACHE_MAX_BYTES}
       - DATA_BRAVE_API_KEY=${DATA_BRAVE_API_KEY:-}
       - GOOGLE_API_KEY=${GOOGLE_API_KEY:-}
       - GOOGLE_PSE_CX=${GOOGLE_PSE_CX:-}
       - GOOGLE_OAUTH_CLIENT_ID=${GOOGLE_OAUTH_CLIENT_ID:-}
       - GOOGLE_OAUTH_CLIENT_SECRET=${GOOGLE_OAUTH_CLIENT_SECRET:-}
       - GOOGLE_OAUTH_REDIRECT_URI=${GOOGLE_OAUTH_REDIRECT_URI:-}
+      # Externally reachable origin for MCP OAuth callbacks. The container
+      # always listens on 7000 and cannot see the host port map above, so
+      # remote MCP OAuth needs this set whenever the browser reaches
+      # Odysseus on anything other than http://localhost:7000.
+      - OAUTH_REDIRECT_BASE_URL=${OAUTH_REDIRECT_BASE_URL:-}
       - TAVILY_API_KEY=${TAVILY_API_KEY:-}
       - SERPER_API_KEY=${SERPER_API_KEY:-}
       # PUID / PGID — the user/group the container drops to before
@@ -109,12 +116,17 @@ services:
           fi
           sed "s|__SEARXNG_SECRET__|$$secret|g" /tmp/searxng-settings.yml.template > /etc/searxng/settings.yml
         fi
+        # Advisory: a settings file the migration cannot parse or rewrite must
+        # not be what stops searxng from booting. It explains itself on stderr
+        # and we carry on, letting searxng report anything genuinely wrong.
+        /usr/local/searxng/.venv/bin/python /tmp/migrate-searxng-settings.py /etc/searxng/settings.yml || true
         exec /usr/local/searxng/entrypoint.sh
     ports:
       - "127.0.0.1:8080:8080"
     volumes:
       - searxng-data:/etc/searxng
       - ./config/searxng/settings.yml:/tmp/searxng-settings.yml.template:ro,z
+      - ./scripts/migrate_searxng_settings.py:/tmp/migrate-searxng-settings.py:ro,z
     environment:
       - SEARXNG_BASE_URL=http://localhost:8080/
       - SEARXNG_SECRET=${SEARXNG_SECRET:-}

docker/entrypoint.sh

@@ -96,7 +96,16 @@ repair_bind_mount_ownership() {
 # Repair image-owned writable paths without walking into bind-mounted host
 # trees, then repair the app-owned mount roots separately.
 repair_app_tree_ownership
-for dir in /app/data /app/logs /app/.ssh /app/.cache/huggingface /app/.local; do
+# Docker creates the parent of the HuggingFace bind mount as root before this
+# entrypoint runs. Repair only the parent directory itself so app-user caches
+# such as /app/.cache/vllm and /app/.cache/flashinfer can be created without
+# recursively walking the mounted model cache.
+chown "$PUID:$PGID" /app/.cache 2>/dev/null || true
+# The Hugging Face cache can contain hundreds of gigabytes and is a nested
+# mount with its own ownership contract. Repair its mount root so new cache
+# entries are writable, but never traverse or rewrite existing model files.
+chown "$PUID:$PGID" /app/.cache/huggingface 2>/dev/null || true
+for dir in /app/data /app/logs /app/.ssh /app/.local; do
     repair_bind_mount_ownership "$dir"
 done
 

docs/ARCHITECTURE.md

@@ -1,87 +0,0 @@
-# Architecture
-
-> [!NOTE]
-> This document is the proposed canonical destination for stable high-level
-> architecture facts. It remains subject to maintainer review. Source code,
-> tests, and configuration remain authoritative for implementation-sensitive
-> behaviour.
-
-## Purpose
-
-This document identifies the stable runtime boundaries and primary ownership
-locations used to navigate and extend Odysseus.
-
-It intentionally excludes generated metrics, file-size rankings, refactor
-priorities, unresolved investigation findings, and proposed package layouts.
-
-## Runtime structure
-
-| Area | Responsibility |
-|---|---|
-| `app.py` | FastAPI application composition and primary application entry point |
-| `launcher.py` | Application launch support |
-| `setup.py` | Native setup workflow |
-| `core/` | Authentication, middleware, persistence, sessions, and platform primitives |
-| `routes/` | HTTP and API route handlers |
-| `src/` | Application orchestration, tools, providers, and runtime helpers |
-| `services/` | Domain-oriented service implementations |
-| `mcp_servers/` | Built-in MCP server implementations |
-| `scripts/` | CLI tools, diagnostics, maintenance, and migration helpers |
-| `static/` | No-build browser frontend and bundled assets |
-| `tests/` | Automated tests and supporting test infrastructure |
-
-## Subsystem boundaries
-
-| Subsystem | Primary implementation locations |
-|---|---|
-| Application startup | `app.py`, `src/app_initializer.py`, `core/` |
-| Authentication and sessions | `core/auth.py`, `core/middleware.py`, `core/session_manager.py`, `routes/auth_routes.py` |
-| Chat and streaming | `routes/chat_routes.py`, `routes/chat_helpers.py`, `src/chat_handler.py`, `src/chat_processor.py`, `src/llm_core.py` |
-| Agents and tools | `src/agent_loop.py`, `src/tool_execution.py`, `src/agent_tools/`, `src/tools/`, `src/tool_policy.py`, `src/tool_security.py` |
-| Models and providers | `routes/model_routes.py`, `src/model_discovery.py`, `src/model_capabilities.py`, `src/endpoint_resolver.py`, `src/llm_core.py` |
-| Cookbook and hardware fit | `routes/cookbook_routes.py`, `routes/cookbook_helpers.py`, `src/cookbook_serve_lifecycle.py`, `services/hwfit/` |
-| Search and research | `routes/search_routes.py`, `services/search/`, `routes/research/`, `services/research/`, `src/deep_research.py` |
-| Documents and retrieval | `routes/document_routes.py`, `src/document_processor.py`, `src/personal_docs.py`, `src/rag_manager.py`, `src/pdf_runtime.py` |
-| Memory and skills | `routes/memory/`, `services/memory/`, `routes/skills_routes.py` |
-| Email | `routes/email_routes.py`, `routes/email_helpers.py`, `routes/email_pollers.py`, `mcp_servers/email_server.py` |
-| Calendar, contacts, notes, and tasks | `routes/calendar_routes.py`, `routes/contacts/`, `routes/note/`, `routes/task_routes.py`, `src/task_scheduler.py` |
-| Media and speech | `routes/gallery/`, `routes/stt_routes.py`, `routes/tts_routes.py`, `services/stt/`, `services/tts/` |
-| Persistence and operations | `core/database.py`, `src/runtime_paths.py`, `src/bg_jobs.py`, `routes/backup_routes.py`, `routes/cleanup/` |
-
-## Architectural constraints
-
-- Preserve established import and compatibility paths unless a focused change
-  explicitly migrates them.
-- Keep HTTP concerns in route modules and reusable domain behaviour in runtime
-  or service modules.
-- Treat shared persistence, agent orchestration, tool execution, and application
-  startup as high-authority boundaries.
-- Change one ownership boundary at a time.
-- Do not mix structural movement with unrelated feature behaviour.
-- Validate affected imports, startup paths, compatibility surfaces, and tests.
-
-## Frontend
-
-The browser frontend is a no-build ES-module application under `static/`.
-
-Its maintained module-level structure is documented in
-[`static/js/MODULE_SUMMARY.md`](../static/js/MODULE_SUMMARY.md).
-
-## Investigation and snapshots
-
-Non-canonical investigation material is maintained under [`discovery/`](../discovery/).
-
-The following documents may contain dated observations, metrics, unresolved
-questions, or historical planning and must not be treated as specifications:
-
-- [`discovery/system-map.md`](../discovery/system-map.md)
-- [`discovery/architecture-runtime-inventory.md`](../discovery/architecture-runtime-inventory.md)
-
-## Documentation authority
-
-- Code, tests, and configuration define implemented behaviour.
-- Mature specifications define accepted subsystem behaviour where they exist.
-- Following maintainer acceptance, this document will define the high-level
-  architecture map.
-- Discovery documents preserve evidence and uncertainty but remain
-  non-canonical.

docs/STYLE.md

@@ -1,72 +0,0 @@
-# Documentation style
-
-This guide defines the shared structure and writing conventions for Odysseus documentation.
-
-## Principles
-
-- Write for a clear audience and purpose.
-- State whether a document is canonical, informational, a snapshot, or planning material.
-- Prefer current behaviour over historical explanation.
-- Link to source files, tests, issues, or other documentation when useful.
-- Separate verified behaviour from assumptions, open questions, and future work.
-- Keep headings descriptive and consistent.
-- Use Markdown callouts where status or risk must be visible.
-- Do not use emojis.
-
-## Document status
-
-Use a status callout near the top when the document is not normal canonical guidance.
-
-### Canonical documentation
-
-> [!IMPORTANT]
-> This document describes accepted current behaviour. Verify implementation-sensitive details against the current code and tests.
-
-### Discovery material
-
-> [!NOTE]
-> This is non-canonical discovery material. It records code-grounded observations and open questions.
-
-### Snapshot or inventory
-
-> [!WARNING]
-> This document is a dated snapshot. Counts, paths, and implementation details may drift as the codebase changes.
-
-### Planning material
-
-> [!NOTE]
-> This document records planning context. It does not define current runtime behaviour or guarantee future implementation.
-
-## Recommended structure
-
-Use the following sections where relevant:
-
-1. Title
-2. Purpose or status callout
-3. Scope
-4. Current behaviour or guidance
-5. Safety, limitations, or known gaps
-6. Validation or evidence
-7. Related documentation
-
-Not every document needs every section.
-
-## Writing style
-
-- Use concise sentences.
-- Prefer direct language.
-- Avoid jokes, filler, and informal warnings.
-- Avoid repeating the same guidance across several files.
-- Link to the owning document instead of duplicating large sections.
-- Use lists for procedures, requirements, and comparisons.
-- Use tables only when they improve scanning.
-- Use fenced code blocks with an appropriate language identifier.
-- Use relative repository links for internal files.
-
-## Authority
-
-The current code, tests, and configuration are the source of truth for implemented behaviour.
-
-Canonical documentation describes accepted behaviour and supported workflows.
-
-Discovery, inventory, and planning documents must identify themselves explicitly and must not silently become behavioural specifications.

launch-windows.ps1

@@ -163,6 +163,10 @@ if (Test-Path $cudaBase) {
 }
 
 # 7. Start the server (use `python -m uvicorn` - bare `uvicorn` may not be on PATH)
+# -Port only reaches uvicorn as a flag. Everything that builds a URL for this
+# instance - internal_api_base(), companion pairing, the MCP OAuth callback -
+# reads APP_PORT, so set it too or they all assume 7000.
+$env:APP_PORT = $Port
 Write-Step ("Starting Odysseus at http://{0}:{1}" -f $BindHost, $Port)
 Write-Host "Press Ctrl+C to stop."
 Write-Host ""

launcher.py

@@ -14,6 +14,13 @@ import threading
 import time
 import webbrowser
 
+# PyInstaller multiprocessing children re-enter this executable with a private
+# bootstrap argument. Consume it before splash/UI or application imports so a
+# spawn-based worker does not relaunch the full desktop application.
+if __name__ == "__main__":
+    import multiprocessing
+    multiprocessing.freeze_support()
+
 # Define a dummy NullWriter to suppress standard stream crashes (isatty etc.) in GUI mode
 class NullWriter:
     def write(self, text):

licenses/KaTeX-MIT-LICENSE.txt

@@ -0,0 +1,21 @@
+The MIT License (MIT)
+
+Copyright (c) 2013-2020 Khan Academy and other contributors
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

licenses/Mermaid-MIT-LICENSE.txt

@@ -0,0 +1,21 @@
+The MIT License (MIT)
+
+Copyright (c) 2014 - 2022 Knut Sveidqvist
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

mcp_servers/email_server.py

@@ -1802,7 +1802,6 @@ async def _ai_draft_reply_to_email(uid, folder="INBOX", reply_all=False, account
         from src.endpoint_resolver import (
             resolve_endpoint,
             resolve_utility_fallback_candidates,
-            resolve_chat_fallback_candidates,
         )
         from src.llm_core import llm_call_async_with_fallback
     except Exception as exc:
@@ -1843,13 +1842,6 @@ async def _ai_draft_reply_to_email(uid, folder="INBOX", reply_all=False, account
         utility_fallbacks = resolve_utility_fallback_candidates() or []
     for cand in utility_fallbacks:
         _add(*cand)
-    try:
-        chat_fallbacks = resolve_chat_fallback_candidates(owner=None) or []
-    except TypeError:
-        chat_fallbacks = resolve_chat_fallback_candidates() or []
-    for cand in chat_fallbacks:
-        _add(*cand)
-
     if not candidates:
         return {"error": "No LLM endpoint configured for AI reply"}
 

mcp_servers/memory_server.py

@@ -17,6 +17,8 @@ from mcp.types import Tool, TextContent
 
 sys.path.insert(0, str(Path(__file__).resolve().parent.parent))
 
+from src.memory import MemoryStoreUnreadable
+
 server = Server("memory")
 
 # Late-initialized managers (set during first tool call)
@@ -29,6 +31,10 @@ _OWNER_SCOPE_ERROR = (
     "Error: Memory MCP owner is not configured for an owner-scoped memory store. "
     "Set ODYSSEUS_MCP_MEMORY_OWNER for this server or use the owner-aware native memory tool."
 )
+_UNREADABLE_STORE_ERROR = (
+    "Error: Memory store is temporarily unreadable — nothing was saved. "
+    "Repair or restore memory.json, then retry."
+)
 
 
 def _configured_owner() -> str | None:
@@ -51,9 +57,21 @@ def _owner_scoped_store(entries: list[dict]) -> bool:
     return any(_entry_owner(entry) for entry in entries if isinstance(entry, dict))
 
 
-def _scope_entries() -> tuple[str | None, list[dict], list[dict], str | None]:
-    """Return configured owner, all entries, visible entries, and optional error."""
-    entries = _memory_manager.load_all()
+def _scope_entries(for_update: bool = False) -> tuple[str | None, list[dict], list[dict], str | None]:
+    """Return configured owner, all entries, visible entries, and optional error.
+
+    ``for_update=True`` is for read-modify-write callers. They save the ``all
+    entries`` list back, so an unreadable store must be reported as an error
+    instead of degrading to ``[]`` — otherwise the save writes their one new
+    entry over the whole store (issue #5673).
+    """
+    if for_update:
+        try:
+            entries = _memory_manager.load_all_for_update()
+        except MemoryStoreUnreadable as e:
+            return None, [], [], f"{_UNREADABLE_STORE_ERROR} ({e})"
+    else:
+        entries = _memory_manager.load_all()
     owner = _configured_owner()
     if owner is None and _owner_scoped_store(entries):
         return None, entries, [], _OWNER_SCOPE_ERROR
@@ -161,7 +179,7 @@ async def call_tool(name: str, arguments: dict) -> list[TextContent]:
         category = arguments.get("category", "fact")
         if not text:
             return _text_result("Error: Memory text cannot be empty")
-        owner, memories, _visible, scope_error = _scope_entries()
+        owner, memories, _visible, scope_error = _scope_entries(for_update=True)
         if scope_error:
             return _text_result(scope_error)
         entry = _memory_manager.add_entry(text, source="ai_agent", category=category, owner=owner)

package-lock.json

@@ -5,13 +5,13 @@
   "packages": {
     "": {
       "devDependencies": {
-        "@antithesishq/bombadil": "^0.6.1"
+        "@antithesishq/bombadil": "^0.7.0"
       }
     },
     "node_modules/@antithesishq/bombadil": {
-      "version": "0.6.1",
-      "resolved": "https://registry.npmjs.org/@antithesishq/bombadil/-/bombadil-0.6.1.tgz",
-      "integrity": "sha512-d1iufG3MI7gSMSiSmMeNdcMW+qR0yQXL2zdkVynC3n3DYgFJYlYXKUQzygmqU12m4RWlR5iOdQU1hsx5UT6+IA==",
+      "version": "0.7.0",
+      "resolved": "https://registry.npmjs.org/@antithesishq/bombadil/-/bombadil-0.7.0.tgz",
+      "integrity": "sha512-alJmnphJ/iUoL5mCsnV3DwtajGy/sEQ3NJJCiMhgjqXshSq2BUtAs0vqdXEiiSkB8HbsOX5CLrAcaogYdwfAJg==",
       "dev": true,
       "license": "MIT",
       "bin": {

package.json

@@ -4,6 +4,6 @@
     "url": "https://github.com/odysseus-dev/odysseus.git"
   },
   "devDependencies": {
-    "@antithesishq/bombadil": "^0.6.1"
+    "@antithesishq/bombadil": "^0.7.0"
   }
 }

requirements-optional.txt

@@ -12,6 +12,16 @@
 # GPU-accelerated transcription — it's auto-detected, CPU is used otherwise.
 faster-whisper
 
+# Local text-to-speech via Kokoro-82M for the "local" TTS provider.
+# Kokoro 0.9.4 declares Python >=3.10,<3.13; Odysseus itself requires 3.11+,
+# so pip installs these extras on 3.11-3.12 and deliberately skips them on
+# Python 3.13+ (including the Python 3.14 container image). Kokoro declares
+# torch; the local provider still
+# requires a CUDA-enabled torch build and GPU at runtime. SoundFile is separate
+# in Kokoro's official install instructions and is not a transitive dependency.
+kokoro==0.9.4; python_version >= "3.11" and python_version < "3.13"
+soundfile; python_version >= "3.11" and python_version < "3.13"
+
 # DuckDuckGo as a search provider option.
 # Install if you want DDG in the search-provider dropdown.
 # Alternatives: SearXNG, Brave, Tavily, Serper, Google PSE.

requirements.txt

@@ -38,7 +38,10 @@ python-dateutil
 caldav
 cryptography
 bcrypt
-mcp
+# Built-in servers use the v1 low-level Server decorator API. MCP SDK v2 is a
+# breaking rewrite, so keep fresh installs on the maintained v1 line until the
+# servers are migrated together.
+mcp<2
 pyotp
 qrcode[pil]
 croniter
@@ -48,3 +51,8 @@ pytest-asyncio
 # TestClient import when only classic httpx is present. Runtime code keeps
 # using `httpx` above; this is test-client only.
 httpx2
+# DATABASE_URL defaults to sqlite (core/database.py), but when pointed at an
+# external Postgres, SQLAlchemy's postgresql dialect imports psycopg2 inside
+# create_engine() and raises ModuleNotFoundError if missing. -binary avoids
+# needing libpq-dev/pg_config on the host/image to compile it.
+psycopg2-binary

routes/assistant_routes.py

@@ -16,7 +16,7 @@ from pydantic import BaseModel
 
 from core.database import SessionLocal, CrewMember, ScheduledTask
 from src.auth_helpers import get_current_user
-from core.auth import RESERVED_USERNAMES
+from src.owner_identity import REQUEST_SENTINEL_OWNERS
 from src.task_scheduler import compute_next_run
 
 
@@ -90,11 +90,12 @@ def setup_assistant_routes(task_scheduler) -> APIRouter:
     # check-in tasks seeded. Hitting any /assistant route under one of these
     # used to seed a full CrewMember + Morning/Midday/Evening tasks under that
     # owner, which then double-fired alongside the real user's check-ins.
-    # RESERVED_USERNAMES covers the same set; the `not owner` guard handles "".
+    # REQUEST_SENTINEL_OWNERS covers request-only identities; Default/Local is a
+    # reserved login name but remains a valid storage owner.
 
     async def _get_or_create(owner: str) -> CrewMember:
         """Return the per-owner assistant CrewMember, creating it on demand."""
-        if not owner or owner in RESERVED_USERNAMES:
+        if not owner or owner in REQUEST_SENTINEL_OWNERS:
             raise HTTPException(status_code=400, detail=f"Cannot seed assistant for {owner!r}")
         db = SessionLocal()
         try:

routes/auth_routes.py

@@ -22,6 +22,8 @@ from src.settings import (
     load_features as _load_features,
     save_features as _save_features,
     DEFAULT_SETTINGS,
+    RETIRED_SETTING_KEYS,
+    without_retired_settings,
 )
 from src.integrations import (
     load_integrations,
@@ -84,6 +86,33 @@ class SetOpenRegistrationRequest(BaseModel):
 SESSION_COOKIE = "odysseus_session"
 
 
+def _secure_cookie(request: Request) -> bool:
+    """Decide the ``Secure`` attribute of the session cookie.
+
+    ``SECURE_COOKIES`` stays authoritative when it holds an explicit value:
+    ``true`` always marks the cookie Secure (the documented knob for a TLS
+    proxy), ``false`` never does, which is the escape hatch for an install
+    that still answers on plain HTTP alongside HTTPS. Anything else —
+    unset, or the present-but-empty value docker-compose injects for a
+    variable the host has not defined — derives it from the request, so an
+    HTTPS login gets a Secure cookie without any configuration.
+
+    Either the connection scheme or ``X-Forwarded-Proto`` saying https is
+    enough, which is the same test ``core/middleware.py`` applies before it
+    sends HSTS. Uvicorn's proxy-headers middleware already folds that header
+    into the scheme for the proxies it trusts, so reading it here only adds
+    the case of a terminator that is not on a trusted address; the cost is
+    that a client talking to the app directly can set the header and lock
+    its own session out over plain HTTP.
+    """
+    configured = os.getenv("SECURE_COOKIES", "").strip().lower()
+    if configured in ("true", "false"):
+        return configured == "true"
+    # A chained proxy sends a list — the client-facing hop comes first.
+    forwarded_proto = request.headers.get("x-forwarded-proto", "").split(",")[0]
+    return request.url.scheme == "https" or forwarded_proto.strip().lower() == "https"
+
+
 def setup_auth_routes(auth_manager: AuthManager) -> APIRouter:
     router = APIRouter(prefix="/api/auth", tags=["auth"])
 
@@ -157,7 +186,7 @@ def setup_auth_routes(auth_manager: AuthManager) -> APIRouter:
             value=token,
             httponly=True,
             samesite="lax",
-            secure=os.getenv("SECURE_COOKIES", "false").lower() == "true",
+            secure=_secure_cookie(request),
             path="/",
         )
         if body.remember:
@@ -345,9 +374,61 @@ def setup_auth_routes(auth_manager: AuthManager) -> APIRouter:
         # docs, email accounts, tasks, etc.
         try:
             from sqlalchemy import func
-            from core.database import Base, SessionLocal
+            from core.database import (
+                Base,
+                EmailAccount,
+                SessionLocal,
+                lock_email_account_owner_mutations,
+            )
             db = SessionLocal()
             try:
+                # Email-account defaults are protected by per-owner mutex rows.
+                # A rename crosses two owner partitions, so lock both in the
+                # shared helper's canonical order before inspecting either.
+                lock_email_account_owner_mutations(
+                    db, old_username, new_username
+                )
+
+                source_default_ids = [
+                    row[0]
+                    for row in (
+                        db.query(EmailAccount.id)
+                        .filter(
+                            func.lower(EmailAccount.owner) == old_username,
+                            EmailAccount.is_default == True,  # noqa: E712
+                        )
+                        .order_by(EmailAccount.created_at.asc(), EmailAccount.id.asc())
+                        .all()
+                    )
+                ]
+                destination_default_ids = [
+                    row[0]
+                    for row in (
+                        db.query(EmailAccount.id)
+                        .filter(
+                            func.lower(EmailAccount.owner) == new_username,
+                            EmailAccount.is_default == True,  # noqa: E712
+                        )
+                        .order_by(EmailAccount.created_at.asc(), EmailAccount.id.asc())
+                        .all()
+                    )
+                ]
+                if destination_default_ids:
+                    clear_default_ids = (
+                        destination_default_ids[1:] + source_default_ids
+                    )
+                else:
+                    clear_default_ids = source_default_ids[1:]
+                if clear_default_ids:
+                    (
+                        db.query(EmailAccount)
+                        .filter(EmailAccount.id.in_(clear_default_ids))
+                        .update(
+                            {EmailAccount.is_default: False},
+                            synchronize_session=False,
+                        )
+                    )
+
                 for mapper in Base.registry.mappers:
                     model = mapper.class_
                     if not hasattr(model, "owner"):
@@ -637,7 +718,7 @@ def setup_auth_routes(auth_manager: AuthManager) -> APIRouter:
         a scrubbed copy with secret keys blanked. The frontend uses this
         for keybinds + TTS prefs, so it stays callable without admin."""
         user = _get_current_user(request)
-        settings = _load_settings()
+        settings = without_retired_settings(_load_settings())
         if user and auth_manager.is_admin(user):
             return settings
         return scrub_settings(settings)
@@ -657,6 +738,8 @@ def setup_auth_routes(auth_manager: AuthManager) -> APIRouter:
             "agent_max_tool_calls": (0, 1000),  # 0 = unlimited
         }
         for key in DEFAULT_SETTINGS:
+            if key in RETIRED_SETTING_KEYS:
+                continue
             if key not in body:
                 continue
             val = body[key]
@@ -669,7 +752,7 @@ def setup_auth_routes(auth_manager: AuthManager) -> APIRouter:
                 val = max(lo, min(val, hi))
             current[key] = val
         _save_settings(current)
-        return current
+        return without_retired_settings(current)
 
     # ---- Integrations CRUD ----
 

routes/backup_routes.py

@@ -6,6 +6,7 @@ from datetime import datetime
 
 from fastapi import APIRouter, HTTPException, Request, Response
 from core.middleware import require_admin
+from services.memory import MemoryStoreUnreadable
 from src.auth_helpers import get_current_user
 from src.settings import load_settings, save_settings, load_features, save_features
 
@@ -76,7 +77,15 @@ def setup_backup_routes(memory_manager, preset_manager, skills_manager) -> APIRo
 
         # ── Memories ──
         if "memories" in body and isinstance(body["memories"], list):
-            existing = memory_manager.load_all()
+            # Strict load: importing on top of an unreadable store would write
+            # only the incoming rows back and drop everything already saved.
+            try:
+                existing = memory_manager.load_all_for_update()
+            except MemoryStoreUnreadable as e:
+                logger.error("Refusing to import memories: %s", e)
+                raise HTTPException(
+                    503, "Memory store is temporarily unreadable — nothing was imported."
+                )
             # Dedup against THIS user's own memories only. Using every tenant's
             # rows (load_all) meant a memory whose text matched any other
             # user's was silently skipped, so the importing user lost their own

routes/calendar_routes.py

@@ -10,6 +10,7 @@ from typing import Optional, List
 from fastapi import APIRouter, HTTPException, Request, UploadFile, File
 from pydantic import BaseModel
 from sqlalchemy import or_, and_
+from sqlalchemy.exc import IntegrityError
 from dateutil.rrule import rrulestr
 
 from core.database import SessionLocal, CalendarCal, CalendarDeletedEvent, CalendarEvent
@@ -221,22 +222,125 @@ class EventUpdate(BaseModel):
 
 # ── Helpers ──
 
+_DEFAULT_CALENDAR_NAMESPACE = uuid.UUID("4840613a-9847-4a3b-bd75-19e6bc5fc3ce")
+
+
+def _default_calendar_id(owner: str, collision_index: int = 0) -> str:
+    """Return one stable primary-key candidate for an owner's lazy default.
+
+    Slot zero preserves the original owner-derived identifier.  Later slots
+    let a username be reused after its prior calendar was migrated to another
+    owner during a rename, without making concurrent first use choose random
+    and therefore divergent identifiers.
+    """
+    if collision_index == 0:
+        candidate_name = owner
+    else:
+        candidate_name = json.dumps(
+            [owner, collision_index],
+            ensure_ascii=False,
+            separators=(",", ":"),
+        )
+    return str(uuid.uuid5(_DEFAULT_CALENDAR_NAMESPACE, candidate_name))
+
+
+def _begin_sqlite_default_write(db) -> None:
+    """Serialize an absent-default check with other SQLite writers.
+
+    SQLite's default deferred transactions allow two workers to both read an
+    empty calendar set before either writes.  ``BEGIN IMMEDIATE`` acquires the
+    writer reservation before the second, authoritative lookup.  We issue it
+    only when the driver has not already opened a write transaction; a caller
+    with a pending write already owns the required reservation.
+    """
+    connection = db.connection()
+    dbapi_connection = connection.connection
+    driver_connection = getattr(
+        dbapi_connection,
+        "driver_connection",
+        dbapi_connection,
+    )
+    if not getattr(driver_connection, "in_transaction", False):
+        connection.exec_driver_sql("BEGIN IMMEDIATE")
+
+
 def _ensure_default_calendar(db, owner: str = None) -> CalendarCal:
-    """Create default calendar if none exist for this owner."""
+    """Return the owner's calendar, staging a default in the caller's transaction.
+
+    A stable owner-derived primary key makes concurrent first-use inserts
+    converge on one row on every SQL backend.  SQLite additionally serializes
+    the absent-row check because its deferred transactions otherwise permit
+    both workers to read the gap before either writes.  Other backends recover
+    a lost insert race inside a savepoint so the caller's event transaction
+    remains usable and atomic.
+    """
     owner = owner or FALLBACK_OWNER
     cal = db.query(CalendarCal).filter(CalendarCal.owner == owner).first()
-    if not cal:
+    if cal:
+        return cal
+
+    dialect = db.get_bind().dialect.name
+    if dialect == "sqlite":
+        _begin_sqlite_default_write(db)
+        # Another worker may have committed while BEGIN IMMEDIATE waited.
+        cal = db.query(CalendarCal).filter(CalendarCal.owner == owner).first()
+        if cal:
+            return cal
+
+    collision_index = 0
+    while True:
+        default_id = _default_calendar_id(owner, collision_index)
+
+        if dialect == "sqlite":
+            # BEGIN IMMEDIATE above makes this occupancy check authoritative:
+            # another SQLite writer cannot rename, delete, or claim this slot
+            # until the caller commits or rolls back.
+            occupant = db.query(CalendarCal).filter(
+                CalendarCal.id == default_id,
+            ).first()
+            if occupant is not None:
+                if occupant.owner == owner:
+                    return occupant
+                collision_index += 1
+                continue
+
         cal = CalendarCal(
-            id=str(uuid.uuid4()),
+            id=default_id,
             owner=owner,
             name="Personal",
             color="#5b8abf",
             source="local",
         )
-        db.add(cal)
-        db.commit()
-        db.refresh(cal)
-    return cal
+
+        if dialect == "sqlite":
+            db.add(cal)
+            db.flush()
+            return cal
+
+        try:
+            # A uniqueness failure rolls back only this savepoint, not an event
+            # or reminder already staged by the caller's outer transaction.
+            with db.begin_nested():
+                db.add(cal)
+                db.flush()
+            return cal
+        except IntegrityError:
+            # Use a locking/current read so repeatable-read backends can observe
+            # the row that won after our transaction's original empty snapshot.
+            occupant = db.query(CalendarCal).filter(
+                CalendarCal.id == default_id,
+            ).with_for_update().first()
+            if occupant is None:
+                # Do not misclassify an unrelated integrity failure as an ID
+                # collision and loop forever. A concurrently deleted winner is
+                # safe for the caller to retry as a fresh transaction.
+                raise
+            if occupant.owner == owner:
+                return occupant
+            # A renamed calendar owns this deterministic slot. Advance to the
+            # next stable slot; concurrent callers for this owner will still
+            # converge there.
+            collision_index += 1
 
 
 # Per-request user time context. chat_routes sets this from browser timezone
@@ -1015,6 +1119,9 @@ def setup_calendar_routes(upload_handler=None) -> APIRouter:
         db = SessionLocal()
         try:
             _ensure_default_calendar(db, owner)
+            # Listing calendars intentionally lazily creates a durable default.
+            # Other callers commit it with the event they are creating.
+            db.commit()
             cals = db.query(CalendarCal).filter(CalendarCal.owner == owner).all()
             return {"calendars": [
                 {"name": c.name, "href": c.id, "color": c.color, "source": c.source}
@@ -1023,6 +1130,7 @@ def setup_calendar_routes(upload_handler=None) -> APIRouter:
         except HTTPException:
             raise
         except Exception as e:
+            db.rollback()
             logger.error("Failed to list calendars: %s", e)
             raise HTTPException(500, "Failed to list calendars")
         finally:

routes/chat_helpers.py

@@ -15,7 +15,7 @@ from core.database import Session as DBSession, ModelEndpoint
 from src.llm_core import normalize_model_id
 from src.endpoint_resolver import normalize_base
 from src.context_compactor import maybe_compact, trim_for_context
-from src.model_context import estimate_tokens
+from src.model_context import estimate_tokens, get_context_length
 from src.auth_helpers import effective_user
 from src.prompt_security import untrusted_context_message
 from src.attachment_refs import attachment_ref
@@ -152,10 +152,38 @@ class ChatContext:
     # Uploads attached to this user turn, resolved and owner-checked for the
     # agent's private context. This is not emitted to the browser.
     uploaded_files: list = field(default_factory=list)
+    # Route-neutral prompt before any model-window compaction/trimming. This is
+    # retained only when explicit foreground fallbacks are enabled so each
+    # concrete candidate can apply its own context budget independently.
+    route_messages: list = field(default_factory=list)
 
 
 # ── Helpers ────────────────────────────────────────────────────────────── #
 
+def _allowed_models_from_privileges(privs: dict) -> Optional[frozenset[str]]:
+    if privs.get("block_all_models"):
+        return frozenset()
+    allowed_raw = privs.get("allowed_models")
+    allowed = allowed_raw if isinstance(allowed_raw, list) else []
+    restricted = bool(privs.get("allowed_models_restricted")) or bool(allowed)
+    return frozenset(model for model in allowed if isinstance(model, str)) if restricted else None
+
+
+def _allowed_models_for_request(request) -> Optional[frozenset[str]]:
+    """Return the caller's model allowlist, or ``None`` when unrestricted."""
+
+    try:
+        user = effective_user(request)
+    except Exception:
+        user = None
+    if not user:
+        return None
+    auth_manager = getattr(getattr(request.app, "state", None), "auth_manager", None)
+    if not auth_manager:
+        return None
+    privs = auth_manager.get_privileges(user) or {}
+    return _allowed_models_from_privileges(privs)
+
 def _enforce_chat_privileges(request, sess) -> None:
     """Apply the per-user privilege gates (allowed_models + max_messages_per_day)
     that both /api/chat and /api/chat_stream must enforce BEFORE any LLM work.
@@ -185,10 +213,8 @@ def _enforce_chat_privileges(request, sess) -> None:
     if privs.get("block_all_models"):
         raise HTTPException(403, f"Your account is not allowed to use model '{sess.model}'.")
 
-    allowed_raw = privs.get("allowed_models")
-    allowed = allowed_raw if isinstance(allowed_raw, list) else []
-    restricted = bool(privs.get("allowed_models_restricted")) or bool(allowed)
-    if restricted and sess.model and sess.model not in allowed:
+    allowed_models = _allowed_models_from_privileges(privs)
+    if allowed_models is not None and sess.model and sess.model not in allowed_models:
         raise HTTPException(403, f"Your account is not allowed to use model '{sess.model}'.")
 
     cap = int(privs.get("max_messages_per_day") or 0)
@@ -287,96 +313,6 @@ async def auto_name_session(session_manager, sess):
         logger.error(f"Auto-name failed for {sess.id}: {e}\n{traceback.format_exc()}")
 
 
-def try_fallback_endpoint(sess, session_id: str) -> dict | None:
-    """Find an alternative working endpoint when the current one fails.
-
-    Returns {"model": ..., "endpoint_url": ..., "endpoint_name": ...} or None.
-    """
-    import requests as _req
-    from src.endpoint_resolver import (
-        build_chat_url,
-        build_headers,
-        build_models_url,
-        normalize_base,
-        resolve_endpoint_runtime,
-    )
-    from src.chatgpt_subscription import is_chatgpt_subscription_base
-
-    current_url = sess.endpoint_url or ""
-    owner = getattr(sess, "owner", None)
-    db = SessionLocal()
-    try:
-        q = db.query(ModelEndpoint).filter(
-            ModelEndpoint.is_enabled == True
-        )
-        if owner:
-            from src.auth_helpers import owner_filter
-            q = owner_filter(q, ModelEndpoint, owner)
-        endpoints = q.all()
-    finally:
-        db.close()
-
-    for ep in endpoints:
-        base = normalize_base(ep.base_url)
-        # Skip current endpoint
-        if current_url and base in current_url:
-            continue
-        try:
-            base, api_key = resolve_endpoint_runtime(ep, owner=owner)
-        except Exception:
-            continue
-        ping_url = build_models_url(base)
-        headers = build_headers(api_key, base)
-        try:
-            if ping_url:
-                r = _req.get(ping_url, headers=headers, timeout=5)
-                r.raise_for_status()
-                data = r.json()
-                models = [m.get("id") for m in (data.get("data") or []) if m.get("id")]
-                if not models:
-                    models = [
-                        m.get("name") or m.get("model")
-                        for m in (data.get("models") or [])
-                        if m.get("name") or m.get("model")
-                    ]
-            else:
-                models = json.loads(ep.cached_models or "[]")
-            if not models:
-                continue
-            # Found a working endpoint — update session
-            new_model = models[0]
-            chat_url = build_chat_url(base)
-            new_headers = build_headers(api_key, base)
-            persisted_headers = {} if is_chatgpt_subscription_base(base) else new_headers
-
-            sess.model = new_model
-            sess.endpoint_url = chat_url
-            sess.headers = new_headers
-
-            # Persist
-            _db = SessionLocal()
-            try:
-                _db.query(DBSession).filter(DBSession.id == session_id).update({
-                    "model": new_model,
-                    "endpoint_url": chat_url,
-                    "headers": persisted_headers,
-                })
-                _db.commit()
-            finally:
-                _db.close()
-
-            logger.info(f"Fallback: switched session {session_id} from {current_url} to {ep.name} ({new_model})")
-            return {
-                "model": new_model,
-                "endpoint_url": chat_url,
-                "endpoint_name": ep.name,
-            }
-        except Exception:
-            continue
-
-    return None
-
-
 def extract_preset(chat_handler, preset_id) -> PresetInfo:
     """Extract preset parameters via chat_handler."""
     temperature, max_tokens, system_prompt, char_name = (
@@ -687,6 +623,9 @@ async def build_chat_context(
     use_enhanced_message: bool = False,
     agent_mode: bool = False,
     allow_tool_preprocessing: bool = True,
+    defer_context_shaping: bool = False,
+    continuation_context_message: str | None = None,
+    persist_user_message: bool = True,
 ) -> ChatContext:
     """Build the full context (preface + messages) for an LLM call.
 
@@ -710,14 +649,14 @@ async def build_chat_context(
     # Add user message to history. Nobody/incognito uses a request-local
     # transcript store instead of session history so stale saved chats cannot
     # bleed into context and the turn is not persisted.
-    if incognito:
+    if persist_user_message and incognito:
         user_meta = {"attachments": preprocessed.attachment_meta} if preprocessed.attachment_meta else None
         _append_incognito_message(session_id, "user", preprocessed.user_content, user_meta)
-    else:
+    elif persist_user_message:
         add_user_message(sess, chat_handler, preprocessed, incognito=False)
 
     # Fire events
-    if not incognito:
+    if persist_user_message and not incognito:
         fire_message_event(request, webhook_manager, session_id, sess, message, compare_mode)
 
     # Resolve owner-scoped prefs/context. Browser requests keep the cookie user;
@@ -729,7 +668,12 @@ async def build_chat_context(
         getattr(chat_handler, "upload_handler", None),
         getattr(sess, "owner", None),
     )
-    casual_low_signal = _is_casual_low_signal(message)
+    context_message = (
+        str(continuation_context_message).strip()
+        if continuation_context_message
+        else message
+    )
+    casual_low_signal = _is_casual_low_signal(context_message)
 
     # Memory enabled?
     mem_enabled = not incognito and not no_memory and uprefs.get("memory_enabled", True)
@@ -766,7 +710,15 @@ async def build_chat_context(
     # Build context preface
     # The stream path uses enhanced_message (with CoT/preprocessing applied),
     # the sync path uses text_for_context.
-    _ctx_msg = preprocessed.enhanced_message if use_enhanced_message else preprocessed.text_for_context
+    _ctx_msg = (
+        context_message
+        if continuation_context_message
+        else (
+            preprocessed.enhanced_message
+            if use_enhanced_message
+            else preprocessed.text_for_context
+        )
+    )
     _preface_kwargs = dict(
         message=_ctx_msg,
         session=sess,
@@ -830,13 +782,22 @@ async def build_chat_context(
         except Exception:
             logger.debug("Failed to add current date/time context", exc_info=True)
 
-    # Auto-compact
-    messages, context_length, was_compacted = await maybe_compact(
-        sess, sess.endpoint_url, sess.model, messages, sess.headers, owner=user,
-    )
+    route_messages = list(messages)
+    # Explicit fallback routing must shape from the same route-neutral prompt
+    # for every candidate. Running selected-model compaction here would mutate
+    # session history before we know which route can answer and would make a
+    # later larger-context candidate unable to recover discarded history.
+    if defer_context_shaping:
+        context_length = get_context_length(sess.endpoint_url, sess.model)
+        was_compacted = False
+    else:
+        messages, context_length, was_compacted = await maybe_compact(
+            sess, sess.endpoint_url, sess.model, messages, sess.headers, owner=user,
+        )
     _before_trim_messages = len(messages)
     _before_trim_tokens = estimate_tokens(messages)
-    messages = trim_for_context(messages, context_length)
+    if not defer_context_shaping:
+        messages = trim_for_context(messages, context_length)
     _after_trim_messages = len(messages)
     _after_trim_tokens = estimate_tokens(messages)
     _context_trimmed = _after_trim_messages < _before_trim_messages or _after_trim_tokens < _before_trim_tokens
@@ -860,6 +821,7 @@ async def build_chat_context(
         context_tokens_after_trim=_after_trim_tokens,
         auto_opened_docs=auto_opened_docs,
         uploaded_files=uploaded_files,
+        route_messages=route_messages,
     )
 
 

routes/cookbook_helpers.py

@@ -1204,6 +1204,41 @@ def _safe_env_prefix(ep: str | None) -> str | None:
     return f'[ -f "{path}" ] && source "{path}" || true'
 
 
+def _local_windows_bash_env_prefix(ep: str | None) -> str | None:
+    """Convert a frontend PowerShell venv prefix for the local Git Bash runner."""
+    if not ep:
+        return ep
+
+    prefix = ep.strip()
+    if not prefix.startswith("&"):
+        return ep
+
+    raw_path = prefix[1:].lstrip()
+    if not raw_path:
+        return ep
+    if raw_path.startswith("'"):
+        if len(raw_path) < 2 or not raw_path.endswith("'"):
+            return ep
+        quoted_path = raw_path[1:-1]
+        if "'" in quoted_path.replace("''", ""):
+            return ep
+        path = quoted_path.replace("''", "'")
+    else:
+        path = raw_path.rstrip()
+        if "'" in path or '"' in path:
+            return ep
+    if any(c in path for c in "\r\n;&|`$<>"):
+        return ep
+    if not path.replace("\\", "/").casefold().endswith("/scripts/activate.ps1"):
+        return ep
+
+    bash_path = _git_bash_path(path)
+    if "\\" in bash_path:
+        return ep
+    bash_path = bash_path[: -len("Activate.ps1")] + "activate"
+    return "source " + shlex.quote(bash_path)
+
+
 def _ssh_ps(host, script_path, port=None):
     """Build SSH command to run a PowerShell script on a Windows remote."""
     pf = f"-p {port} " if port and port != "22" else ""

routes/cookbook_routes.py

@@ -50,7 +50,7 @@ from routes.cookbook_helpers import (
     _SESSION_ID_RE, _validate_repo_id, _validate_serve_model_id, _validate_include, _validate_token,
     _validate_local_dir, _validate_gpus, _shell_path,
     _ps_squote, _bash_squote, _validate_serve_cmd, _parse_serve_phase, OLLAMA_MISSING_HINT,
-    _safe_env_prefix, _local_tooling_path_export, _append_serve_preflight_exit_lines,
+    _safe_env_prefix, _local_windows_bash_env_prefix, _local_tooling_path_export, _append_serve_preflight_exit_lines,
     _append_serve_exit_code_lines, _append_llama_cpp_linux_accel_build_lines, _cached_model_scan_script,
     load_stored_hf_token,
     _append_vllm_linux_preflight_lines, _ollama_bind_from_cmd, _pip_install_fallback_chain,
@@ -73,6 +73,30 @@ _HF_TOKEN_STATUS_SNIPPET = (
 )
 
 
+def _windows_local_pid_record_line(pid_path: Path, ready_path: Path) -> str:
+    """Build the Git Bash prelude that records a Win32-stoppable PID.
+
+    Python publishes the detached outer process's Win32 PID first, then touches
+    ``ready_path``. The inner Git Bash runner waits for that publication before
+    replacing the fallback with its own Win32 PID from /proc/<msys-pid>/winpid.
+
+    Missing, malformed, or late mappings leave the valid outer PID untouched.
+    """
+    pp = shlex.quote(pid_path.as_posix())
+    rp = shlex.quote(ready_path.as_posix())
+    return (
+        "i=0; "
+        f"while [ ! -e {rp} ] && [ \"$i\" -lt 500 ]; do "
+        "i=$((i+1)); sleep 0.01; done; "
+        f"if [ -e {rp} ]; then "
+        "winpid=\"$(cat /proc/$$/winpid 2>/dev/null || true)\"; "
+        "case \"$winpid\" in ''|*[!0-9]*) ;; "
+        f"*) printf '%s\\n' \"$winpid\" > {pp} ;; esac; "
+        "fi; "
+        f"rm -f {rp}"
+    )
+
+
 def _append_mlx_image_server_script(runner_lines: list[str]) -> None:
     """Write the MLX image API helper next to the tmux runner on remote hosts."""
     script_path = Path(__file__).resolve().parents[1] / "scripts" / "mlx_image_server.py"
@@ -978,15 +1002,18 @@ def setup_cookbook_routes() -> APIRouter:
         directly (simple commands only). Returns the launched job record."""
         log_path = TMUX_LOG_DIR / f"{session_id}.log"
         pid_path = TMUX_LOG_DIR / f"{session_id}.pid"
+        pid_ready_path: Path | None = None
         bash = find_bash()
         if bash:
             # Run the existing bash wrapper verbatim through Git Bash, redirecting
             # all output to the log the poller reads. Paths handed to bash use
             # POSIX form + shell-quoting so drive paths / spaces survive.
             inner = TMUX_LOG_DIR / f"{session_id}_run.sh"
-            pp = shlex.quote(pid_path.as_posix())
+            pid_ready_path = TMUX_LOG_DIR / f"{session_id}.pid.ready"
+            pid_ready_path.unlink(missing_ok=True)
             inner.write_text(
-                f"printf '%s\\n' \"$$\" > {pp}\n" + "\n".join(bash_lines) + "\n",
+                _windows_local_pid_record_line(pid_path, pid_ready_path) + "\n"
+                + "\n".join(bash_lines) + "\n",
                 encoding="utf-8",
             )
             lp = shlex.quote(log_path.as_posix())
@@ -1020,7 +1047,18 @@ def setup_cookbook_routes() -> APIRouter:
             env=env,
             **detached_popen_kwargs(),
         )
+        # Publish a valid Win32 ancestor first. The Git Bash runner may then
+        # replace it with its own Win32 pid, but never before this fallback exists.
         pid_path.write_text(str(proc.pid), encoding="utf-8")
+        if pid_ready_path is not None:
+            try:
+                pid_ready_path.touch()
+            except OSError as e:
+                logger.warning(
+                    "Could not publish Windows local PID handoff for %s: %s",
+                    session_id,
+                    e,
+                )
         return {"pid": proc.pid, "log_path": str(log_path)}
 
     @router.post("/api/model/download")
@@ -1298,7 +1336,7 @@ def setup_cookbook_routes() -> APIRouter:
             # Local: run hf download in the background (tmux on POSIX, a detached
             # process + logfile on Windows where tmux doesn't exist).
             if req.env_prefix:
-                lines.append(_safe_env_prefix(req.env_prefix))
+                lines.append(_safe_env_prefix(_local_windows_bash_env_prefix(req.env_prefix) if local_windows else req.env_prefix))
             else:
                 lines.append("deactivate 2>/dev/null; hash -r")
             # Show whether the HF token reached this run (masked) — tells a gated
@@ -2128,7 +2166,7 @@ def setup_cookbook_routes() -> APIRouter:
             if req.gpus:
                 runner_lines.append(f"export CUDA_VISIBLE_DEVICES='{req.gpus}'")
             if req.env_prefix:
-                runner_lines.append(_safe_env_prefix(req.env_prefix))
+                runner_lines.append(_safe_env_prefix(_local_windows_bash_env_prefix(req.env_prefix) if local_windows else req.env_prefix))
             else:
                 runner_lines.append("deactivate 2>/dev/null; hash -r")
             _append_venv_nvidia_library_path_lines(runner_lines, cmd=req.cmd)

routes/document/__init__.py

@@ -0,0 +1,6 @@
+"""Document route domain package (slice 2m, #4082/#4071).
+
+Contains document_routes.py and document_helpers.py, migrated from the flat
+routes/ directory. Backward-compat shims at routes/document_routes.py and
+routes/document_helpers.py re-export from here.
+"""

routes/document/document_helpers.py

@@ -0,0 +1,243 @@
+"""document_helpers.py — Pydantic models, doc serializers, owner gating, file-locator helpers shared with document_routes.py."""
+
+"""Document routes — CRUD for living documents with version history."""
+
+import logging
+import os
+import re
+from typing import Any, Dict, Optional
+
+from fastapi import HTTPException, Request
+from pydantic import BaseModel
+
+from core.database import Document, DocumentVersion
+from core.database import Session as DbSession
+from src.auth_helpers import _auth_disabled
+from src.upload_handler import UploadHandler
+
+logger = logging.getLogger(__name__)
+
+
+# ---- Request schemas ----
+
+class DocumentCreate(BaseModel):
+    session_id: Optional[str] = None
+    title: str = "Untitled"
+    language: Optional[str] = None
+    content: str = ""
+
+class DocumentUpdate(BaseModel):
+    content: str
+    summary: Optional[str] = None
+    force_version: bool = False
+
+class DocumentPatch(BaseModel):
+    title: Optional[str] = None
+    language: Optional[str] = None
+    session_id: Optional[str] = None  # link/unlink document to a session
+
+
+# ---- Helpers ----
+
+def _doc_to_dict(doc: Document) -> Dict[str, Any]:
+    return {
+        "id": doc.id,
+        "session_id": doc.session_id,
+        "title": doc.title,
+        "language": doc.language,
+        "current_content": doc.current_content,
+        "version_count": doc.version_count,
+        "is_active": doc.is_active,
+        "archived": bool(getattr(doc, "archived", False)),
+        "created_at": (doc.created_at.isoformat() + "Z") if doc.created_at else None,
+        "updated_at": (doc.updated_at.isoformat() + "Z") if doc.updated_at else None,
+        # Source-email provenance (set when doc was created from an email
+        # attachment) — drives the "Send signed reply" menu item.
+        "source_email_uid":        getattr(doc, "source_email_uid", None),
+        "source_email_folder":     getattr(doc, "source_email_folder", None),
+        "source_email_account_id": getattr(doc, "source_email_account_id", None),
+        "source_email_message_id": getattr(doc, "source_email_message_id", None),
+    }
+
+def _version_to_dict(v: DocumentVersion) -> Dict[str, Any]:
+    return {
+        "id": v.id,
+        "document_id": v.document_id,
+        "version_number": v.version_number,
+        "content": v.content,
+        "summary": v.summary,
+        "source": v.source,
+        "created_at": v.created_at.isoformat() if v.created_at else None,
+    }
+
+
+def _verify_doc_owner(db, doc: Document, user: str):
+    """Verify `user` owns this document. Raise 404 if not.
+
+    Documents now carry their own `owner` column, so a doc whose session
+    was deleted (session_id → NULL) can still prove ownership and stay
+    openable / cloneable. We trust that column first and only fall back to
+    the session join for any not-yet-backfilled legacy row.
+    """
+    if user is None:
+        if _auth_disabled():
+            return  # Single-user / no-auth mode: allow access
+        raise HTTPException(403, "Authentication required")
+    if doc.owner is not None:
+        if doc.owner != user:
+            raise HTTPException(404, "Document not found")
+        return
+    # Legacy fallback: derive ownership from the linked session.
+    if not doc.session_id:
+        raise HTTPException(404, "Document not found")
+    session = db.query(DbSession).filter(DbSession.id == doc.session_id).first()
+    if not session or session.owner != user:
+        raise HTTPException(404, "Document not found")
+
+
+def _owner_session_filter(q, user):
+    """Restrict a documents query to those owned by `user`.
+
+    Documents now carry their own `owner` column (backfilled at boot from
+    the linked session, or assigned to the admin user for legacy/orphaned
+    docs). We filter on that directly rather than on a session join, so a
+    document whose session was deleted (session_id → NULL) still shows up
+    for its owner instead of silently vanishing from the Library + search.
+
+    The owner backfill runs in init_db before the app serves requests, so
+    by the time this filter is live there are no NULL-owner rows to leak;
+    we therefore match the owner strictly for authenticated callers."""
+    if not user:
+        if user == "" or _auth_disabled():
+            return q
+        return q.filter(False)
+    return q.filter(Document.owner == user)
+
+
+
+def _slug(name: str) -> str:
+    """Filesystem-friendly version of a document title.
+
+    Whitespace becomes underscores; other unsafe punctuation is dropped.
+    Preserves letters, digits, dot, hyphen, underscore. Idempotent.
+    """
+    import re as _re
+    s = (name or "").strip()
+    # Drop the trailing extension if the title happens to include one
+    s = _re.sub(r'\.pdf$', '', s, flags=_re.IGNORECASE)
+    s = _re.sub(r'\s+', '_', s)
+    s = _re.sub(r'[^A-Za-z0-9._-]', '', s)
+    s = _re.sub(r'_+', '_', s).strip('_')
+    return s or "form"
+
+
+# DPI scale for the interactive PDF view. ~150 DPI (2x of 72 PDF user-units).
+_PDF_RENDER_SCALE = 2.0
+
+
+def _upload_path_inside(upload_dir: str, path: str) -> bool:
+    base = os.path.realpath(upload_dir)
+    p = os.path.realpath(path)
+    try:
+        return os.path.commonpath([base, p]) == base
+    except Exception:
+        return False
+
+
+def _resolve_user_upload_path(
+    upload_handler: Any,
+    upload_id: str,
+    owner: Optional[str],
+    auth_manager=None,
+) -> Optional[str]:
+    """Resolve an upload id to a filesystem path the caller may read."""
+    if upload_handler is None:
+        return None
+    resolved = upload_handler.resolve_upload(
+        upload_id,
+        owner=owner,
+        auth_manager=auth_manager,
+    )
+    if not isinstance(resolved, dict) or not resolved:
+        return None
+    path = resolved.get("path")
+    upload_dir = getattr(upload_handler, "upload_dir", None)
+    if path and upload_dir and not _upload_path_inside(upload_dir, path):
+        logger.warning("Upload path outside upload directory: %s", path)
+        return None
+    return path
+
+
+def _locate_upload(
+    upload_dir: str,
+    file_id: str,
+    owner: Optional[str] = None,
+    auth_manager=None,
+    upload_handler: Any = None,
+):
+    """Find an upload by its filename ID via UploadHandler.resolve_upload."""
+    if upload_handler is None:
+        from src.upload_handler import UploadHandler
+
+        base_dir = os.path.dirname(os.path.abspath(upload_dir))
+        upload_handler = UploadHandler(base_dir, upload_dir)
+    return _resolve_user_upload_path(upload_handler, file_id, owner, auth_manager)
+
+
+def _assert_pdf_marker_upload_owned(
+    request: Request,
+    content: str,
+    user: Optional[str],
+    upload_handler: Any,
+) -> None:
+    """Reject document content whose pdf_source marker points at another user's upload."""
+    if upload_handler is None:
+        return
+    from src.pdf_form_doc import find_source_upload_id
+
+    upload_id = find_source_upload_id(content or "")
+    if not upload_id:
+        return
+    auth_manager = getattr(getattr(request.app, "state", None), "auth_manager", None)
+    if not _resolve_user_upload_path(upload_handler, upload_id, user, auth_manager):
+        raise HTTPException(
+            400,
+            "Document PDF marker references an upload you do not own",
+        )
+
+
+def _derive_title(content: str) -> str:
+    """Derive a title from document content."""
+    import re
+    if not isinstance(content, str):
+        return "Untitled"
+    text = content.strip()
+    if not text:
+        return "Untitled"
+
+    # Markdown header
+    md = re.match(r'^#{1,3}\s+(.+)', text, re.MULTILINE)
+    if md:
+        title = md.group(1).strip()
+        if len(title) > 50:
+            title = title[:48] + "…"
+        return title
+
+    # HTML heading
+    html = re.search(r'<h[1-3][^>]*>([^<]+)</h[1-3]>', text, re.IGNORECASE)
+    if html:
+        title = html.group(1).strip()
+        if len(title) > 50:
+            title = title[:48] + "…"
+        return title
+
+    # First non-empty line (if short enough)
+    for line in text.split('\n'):
+        line = line.strip()
+        if line and 2 <= len(line) <= 60:
+            title = re.sub(r'[:#*`]+$', '', line).strip()
+            if title and len(title) > 50:
+                title = title[:48] + "…"
+            return title or "Untitled"
+
+    return "Untitled"

routes/document_helpers.py

@@ -1,243 +1,14 @@
-"""document_helpers.py — Pydantic models, doc serializers, owner gating, file-locator helpers shared with document_routes.py."""
+"""Backward-compat shim — canonical location is routes/document/document_helpers.py.
 
-"""Document routes — CRUD for living documents with version history."""
+This module is replaced in ``sys.modules`` by the canonical module object so
+that ``import routes.document_helpers``, ``from routes.document_helpers import
+X``, and the ``sys.modules.pop("routes.document_helpers")`` + re-import
+pattern used by test_security_regressions.py all operate on the *same* object.
+Keeps existing import paths working after slice 2m (#4082/#4071).
+"""
 
-import logging
-import os
-import re
-from typing import Any, Dict, Optional
+import sys as _sys
 
-from fastapi import HTTPException, Request
-from pydantic import BaseModel
+from routes.document import document_helpers as _canonical  # noqa: F401
 
-from core.database import Document, DocumentVersion
-from core.database import Session as DbSession
-from src.auth_helpers import _auth_disabled
-from src.upload_handler import UploadHandler
-
-logger = logging.getLogger(__name__)
-
-
-# ---- Request schemas ----
-
-class DocumentCreate(BaseModel):
-    session_id: Optional[str] = None
-    title: str = "Untitled"
-    language: Optional[str] = None
-    content: str = ""
-
-class DocumentUpdate(BaseModel):
-    content: str
-    summary: Optional[str] = None
-    force_version: bool = False
-
-class DocumentPatch(BaseModel):
-    title: Optional[str] = None
-    language: Optional[str] = None
-    session_id: Optional[str] = None  # link/unlink document to a session
-
-
-# ---- Helpers ----
-
-def _doc_to_dict(doc: Document) -> Dict[str, Any]:
-    return {
-        "id": doc.id,
-        "session_id": doc.session_id,
-        "title": doc.title,
-        "language": doc.language,
-        "current_content": doc.current_content,
-        "version_count": doc.version_count,
-        "is_active": doc.is_active,
-        "archived": bool(getattr(doc, "archived", False)),
-        "created_at": (doc.created_at.isoformat() + "Z") if doc.created_at else None,
-        "updated_at": (doc.updated_at.isoformat() + "Z") if doc.updated_at else None,
-        # Source-email provenance (set when doc was created from an email
-        # attachment) — drives the "Send signed reply" menu item.
-        "source_email_uid":        getattr(doc, "source_email_uid", None),
-        "source_email_folder":     getattr(doc, "source_email_folder", None),
-        "source_email_account_id": getattr(doc, "source_email_account_id", None),
-        "source_email_message_id": getattr(doc, "source_email_message_id", None),
-    }
-
-def _version_to_dict(v: DocumentVersion) -> Dict[str, Any]:
-    return {
-        "id": v.id,
-        "document_id": v.document_id,
-        "version_number": v.version_number,
-        "content": v.content,
-        "summary": v.summary,
-        "source": v.source,
-        "created_at": v.created_at.isoformat() if v.created_at else None,
-    }
-
-
-def _verify_doc_owner(db, doc: Document, user: str):
-    """Verify `user` owns this document. Raise 404 if not.
-
-    Documents now carry their own `owner` column, so a doc whose session
-    was deleted (session_id → NULL) can still prove ownership and stay
-    openable / cloneable. We trust that column first and only fall back to
-    the session join for any not-yet-backfilled legacy row.
-    """
-    if user is None:
-        if _auth_disabled():
-            return  # Single-user / no-auth mode: allow access
-        raise HTTPException(403, "Authentication required")
-    if doc.owner is not None:
-        if doc.owner != user:
-            raise HTTPException(404, "Document not found")
-        return
-    # Legacy fallback: derive ownership from the linked session.
-    if not doc.session_id:
-        raise HTTPException(404, "Document not found")
-    session = db.query(DbSession).filter(DbSession.id == doc.session_id).first()
-    if not session or session.owner != user:
-        raise HTTPException(404, "Document not found")
-
-
-def _owner_session_filter(q, user):
-    """Restrict a documents query to those owned by `user`.
-
-    Documents now carry their own `owner` column (backfilled at boot from
-    the linked session, or assigned to the admin user for legacy/orphaned
-    docs). We filter on that directly rather than on a session join, so a
-    document whose session was deleted (session_id → NULL) still shows up
-    for its owner instead of silently vanishing from the Library + search.
-
-    The owner backfill runs in init_db before the app serves requests, so
-    by the time this filter is live there are no NULL-owner rows to leak;
-    we therefore match the owner strictly for authenticated callers."""
-    if not user:
-        if user == "" or _auth_disabled():
-            return q
-        return q.filter(False)
-    return q.filter(Document.owner == user)
-
-
-
-def _slug(name: str) -> str:
-    """Filesystem-friendly version of a document title.
-
-    Whitespace becomes underscores; other unsafe punctuation is dropped.
-    Preserves letters, digits, dot, hyphen, underscore. Idempotent.
-    """
-    import re as _re
-    s = (name or "").strip()
-    # Drop the trailing extension if the title happens to include one
-    s = _re.sub(r'\.pdf$', '', s, flags=_re.IGNORECASE)
-    s = _re.sub(r'\s+', '_', s)
-    s = _re.sub(r'[^A-Za-z0-9._-]', '', s)
-    s = _re.sub(r'_+', '_', s).strip('_')
-    return s or "form"
-
-
-# DPI scale for the interactive PDF view. ~150 DPI (2x of 72 PDF user-units).
-_PDF_RENDER_SCALE = 2.0
-
-
-def _upload_path_inside(upload_dir: str, path: str) -> bool:
-    base = os.path.realpath(upload_dir)
-    p = os.path.realpath(path)
-    try:
-        return os.path.commonpath([base, p]) == base
-    except Exception:
-        return False
-
-
-def _resolve_user_upload_path(
-    upload_handler: Any,
-    upload_id: str,
-    owner: Optional[str],
-    auth_manager=None,
-) -> Optional[str]:
-    """Resolve an upload id to a filesystem path the caller may read."""
-    if upload_handler is None:
-        return None
-    resolved = upload_handler.resolve_upload(
-        upload_id,
-        owner=owner,
-        auth_manager=auth_manager,
-    )
-    if not isinstance(resolved, dict) or not resolved:
-        return None
-    path = resolved.get("path")
-    upload_dir = getattr(upload_handler, "upload_dir", None)
-    if path and upload_dir and not _upload_path_inside(upload_dir, path):
-        logger.warning("Upload path outside upload directory: %s", path)
-        return None
-    return path
-
-
-def _locate_upload(
-    upload_dir: str,
-    file_id: str,
-    owner: Optional[str] = None,
-    auth_manager=None,
-    upload_handler: Any = None,
-):
-    """Find an upload by its filename ID via UploadHandler.resolve_upload."""
-    if upload_handler is None:
-        from src.upload_handler import UploadHandler
-
-        base_dir = os.path.dirname(os.path.abspath(upload_dir))
-        upload_handler = UploadHandler(base_dir, upload_dir)
-    return _resolve_user_upload_path(upload_handler, file_id, owner, auth_manager)
-
-
-def _assert_pdf_marker_upload_owned(
-    request: Request,
-    content: str,
-    user: Optional[str],
-    upload_handler: Any,
-) -> None:
-    """Reject document content whose pdf_source marker points at another user's upload."""
-    if upload_handler is None:
-        return
-    from src.pdf_form_doc import find_source_upload_id
-
-    upload_id = find_source_upload_id(content or "")
-    if not upload_id:
-        return
-    auth_manager = getattr(getattr(request.app, "state", None), "auth_manager", None)
-    if not _resolve_user_upload_path(upload_handler, upload_id, user, auth_manager):
-        raise HTTPException(
-            400,
-            "Document PDF marker references an upload you do not own",
-        )
-
-
-def _derive_title(content: str) -> str:
-    """Derive a title from document content."""
-    import re
-    if not isinstance(content, str):
-        return "Untitled"
-    text = content.strip()
-    if not text:
-        return "Untitled"
-
-    # Markdown header
-    md = re.match(r'^#{1,3}\s+(.+)', text, re.MULTILINE)
-    if md:
-        title = md.group(1).strip()
-        if len(title) > 50:
-            title = title[:48] + "…"
-        return title
-
-    # HTML heading
-    html = re.search(r'<h[1-3][^>]*>([^<]+)</h[1-3]>', text, re.IGNORECASE)
-    if html:
-        title = html.group(1).strip()
-        if len(title) > 50:
-            title = title[:48] + "…"
-        return title
-
-    # First non-empty line (if short enough)
-    for line in text.split('\n'):
-        line = line.strip()
-        if line and 2 <= len(line) <= 60:
-            title = re.sub(r'[:#*`]+$', '', line).strip()
-            if title and len(title) > 50:
-                title = title[:48] + "…"
-            return title or "Untitled"
-
-    return "Untitled"
+_sys.modules[__name__] = _canonical

routes/email_helpers.py

@@ -247,6 +247,7 @@ import re as _re_reply
 _REPLY_OPEN_RE = _re_reply.compile(r"<<<\s*(?:REPLY|SUMMARY|OUTPUT)\s*>>+", _re_reply.I)
 _REPLY_CLOSE_RE = _re_reply.compile(r"<<<\s*END\s*>>+", _re_reply.I)
 _REPLY_ROLE_MARKER_RE = _re_reply.compile(r"</?\|(?:assistant|assistan|user|system|tool)\|>?|</\|end\|>?", _re_reply.I)
+_SUMMARY_BULLET_RE = _re_reply.compile(r"^(?:[-*\u2022]\s+|\d+[.)]\s+)")
 
 
 def _extract_reply(text: str) -> str:
@@ -277,6 +278,125 @@ def _extract_reply(text: str) -> str:
     return _strip_think(t).strip()
 
 
+def _build_email_summary_messages(sender: str, subject: str, body_for_llm: str) -> list[dict[str, str]]:
+    return [
+        {
+            "role": "system",
+            "content": (
+                "You are an email summarizer. Format: 1-3 short bullet points "
+                "(use '- '). Cover: main point, action items, deadlines. If the "
+                "email has attachments (marked '--- ATTACHMENTS ---'), USE THEIR "
+                "CONTENTS - pull invoice totals, deadlines, key clauses, concrete "
+                "numbers/dates from PDFs/docs into the bullets. Be terse.\n\n"
+                "OUTPUT FORMAT: Put ONLY the bullet points between these exact "
+                "markers, each on its own line:\n"
+                "<<<SUMMARY>>>\n"
+                "- ...\n"
+                "<<<END>>>\n"
+                "Any reasoning must come BEFORE <<<SUMMARY>>> (ideally inside "
+                "<think>...</think>). Only the text between the markers is kept."
+            ),
+        },
+        {
+            "role": "user",
+            "content": (
+                f"From: {sender}\nSubject: {subject}\n\n{body_for_llm[:12000]}"
+                "\n\n---\n\nSummarize the email. Output the bullets between "
+                "<<<SUMMARY>>> and <<<END>>>."
+            ),
+        },
+    ]
+
+
+async def _generate_email_summary(
+    url: str,
+    model: str,
+    sender: str,
+    subject: str,
+    body_for_llm: str,
+    *,
+    headers: dict | None = None,
+    max_tokens: int = 8192,
+    timeout: int = 180,
+) -> str:
+    """Generate an interactive email summary through the shared LLM adapter."""
+    from src.llm_core import llm_call_async
+
+    raw = await llm_call_async(
+        url=url,
+        model=model,
+        messages=_build_email_summary_messages(sender, subject, body_for_llm),
+        temperature=0.3,
+        max_tokens=max_tokens,
+        headers=headers,
+        timeout=timeout,
+        workload="foreground",
+    )
+    return _normalize_email_summary(raw)
+
+
+async def _generate_scheduled_email_summary(
+    url: str,
+    model: str,
+    sender: str,
+    subject: str,
+    body_for_llm: str,
+    *,
+    headers: dict | None = None,
+    owner: str | None = None,
+    max_tokens: int = 8192,
+    timeout: int = 180,
+) -> str:
+    """Generate a scheduled summary through the background task candidate chain."""
+    from src.task_endpoint import task_llm_call_async
+
+    raw = await task_llm_call_async(
+        messages=_build_email_summary_messages(sender, subject, body_for_llm),
+        fallback_url=url,
+        fallback_model=model,
+        fallback_headers=headers,
+        owner=owner,
+        temperature=0.3,
+        max_tokens=max_tokens,
+        timeout=timeout,
+    )
+    return _normalize_email_summary(raw)
+
+
+def _normalize_email_summary(raw) -> str:
+    """Extract a stable cache/UI summary from provider output."""
+    raw_text = raw or ""
+    if _REPLY_OPEN_RE.search(raw_text):
+        summary = _extract_reply(raw_text)
+        if summary:
+            return summary
+
+    cleaned = _strip_think(raw_text).strip()
+    bullets = [
+        line.strip()
+        for line in cleaned.splitlines()
+        if _SUMMARY_BULLET_RE.match(line.strip())
+    ]
+    if bullets:
+        return "\n".join(bullets)
+    return cleaned.strip()
+
+
+EMAIL_SUMMARY_ERROR_CODE = "email_summary_unavailable"
+EMAIL_SUMMARY_ERROR_MESSAGE = "Failed to summarize"
+
+
+def _email_summary_failure_log_detail(exc: BaseException) -> str:
+    """Return useful provider-failure metadata without echoing exception text."""
+    detail = f"type={type(exc).__name__}"
+    status = getattr(exc, "status_code", None)
+    if status is None:
+        status = getattr(getattr(exc, "response", None), "status_code", None)
+    if isinstance(status, int):
+        detail += f" status={status}"
+    return detail
+
+
 def _apply_email_style_mechanics(text: str) -> str:
     """Enforce deterministic writing-style mechanics that models often miss."""
     if not text:

routes/email_pollers.py

@@ -40,6 +40,7 @@ from routes.email_helpers import (
     _pre_retrieve_context,
     _attach_compose_uploads, _cleanup_compose_uploads, _q,
     SCHEDULED_DB, _EMAIL_REPLY_SYS_PROMPT_BASE, _email_cache_owner_clause,
+    _generate_scheduled_email_summary, _email_summary_failure_log_detail,
 )
 
 logger = logging.getLogger(__name__)
@@ -653,6 +654,7 @@ async def _auto_summarize_pass_single(days_back: int = 1, account_id: str | None
         no_msgid = 0
         examined = 0
         _summaries_created = 0
+        _summary_failed = 0
         _events_created = 0
         _replies_drafted = 0
         _reply_failed = 0
@@ -785,16 +787,17 @@ async def _auto_summarize_pass_single(days_back: int = 1, account_id: str | None
 
                 if need_sum:
                     try:
-                        summary = await task_llm_call_async(
-                            messages=[
-                                {"role": "system", "content": "You are an email summarizer. Format: 1-3 short bullet points (use '- '). Cover: main point, action items, deadlines. If the email has attachments (marked '--- ATTACHMENTS ---'), USE THEIR CONTENTS — pull out invoice totals, deadlines, key clauses, any concrete numbers/dates in PDFs/docs, and reflect them in the bullets. Be terse.\n\nOUTPUT FORMAT: Put ONLY the bullet points between these exact markers, each on its own line:\n<<<SUMMARY>>>\n- ...\n<<<END>>>\nAny reasoning or planning must come BEFORE <<<SUMMARY>>> (ideally inside <think>...</think>). Only the text between the markers is kept."},
-                                {"role": "user", "content": f"From: {sender}\nSubject: {subject}\n\n{body_for_llm[:12000]}\n\n---\n\nSummarize the email. Output the bullets between <<<SUMMARY>>> and <<<END>>>."},
-                            ],
-                            fallback_url=url, fallback_model=model, fallback_headers=headers,
+                        summary = await _generate_scheduled_email_summary(
+                            url=url,
+                            model=model,
+                            sender=sender,
+                            subject=subject,
+                            body_for_llm=body_for_llm,
+                            headers=req_headers,
                             owner=account_owner or None,
-                            temperature=0.3, max_tokens=16384, timeout=240,
+                            max_tokens=16384,
+                            timeout=240,
                         )
-                        summary = _extract_reply((summary or "").strip())
                         if summary:
                             _c = _sql3.connect(SCHEDULED_DB)
                             _c.execute("""
@@ -808,10 +811,19 @@ async def _auto_summarize_pass_single(days_back: int = 1, account_id: str | None
                             _summaries_created += 1
                             _uid_text = uid.decode() if isinstance(uid, bytes) else str(uid)
                             _detail_lines.append(f"summary · {_folder}#{_uid_text} · {subject or '(no subject)'} — {sender or '(unknown sender)'}")
+                        else:
+                            _summary_failed += 1
+                            _uid_text = uid.decode() if isinstance(uid, bytes) else str(uid)
+                            _detail_lines.append(f"summary empty · {_folder}#{_uid_text} · {subject or '(no subject)'} — {sender or '(unknown sender)'}")
                     except Exception as e:
+                        _summary_failed += 1
                         _uid_text = uid.decode() if isinstance(uid, bytes) else str(uid)
                         _detail_lines.append(f"summary failed · {_folder}#{_uid_text} · {subject or '(no subject)'} — {sender or '(unknown sender)'}")
-                        logger.warning(f"Auto-summary {uid} failed: {e}")
+                        logger.warning(
+                            "Auto-summary uid=%s failed %s",
+                            _uid_text,
+                            _email_summary_failure_log_detail(e),
+                        )
 
                 if need_reply:
                     await _emit_progress(progress_cb, f"Drafting reply {processed + 1}/{_max_process} · checked {examined}/{len(uid_list)}")
@@ -1320,6 +1332,8 @@ async def _auto_summarize_pass_single(days_back: int = 1, account_id: str | None
             parts.append(f"processed {processed} new")
         if auto_sum:
             parts.append(f"summarized {_summaries_created}")
+            if _summary_failed:
+                parts.append(f"{_summary_failed} summary failed")
         if auto_reply_draft:
             parts.append(f"drafted {_replies_drafted} repl" + ("y" if _replies_drafted == 1 else "ies"))
             if _reply_failed:

routes/email_routes.py

@@ -45,6 +45,7 @@ from src.upload_limits import read_upload_limited, EMAIL_COMPOSE_UPLOAD_MAX_BYTE
 
 from routes.email_helpers import (
     _strip_think, _extract_reply, _apply_email_style_mechanics, require_owner, require_user, _assert_owns_account,
+    _account_visible_to_owner,
     _q, _attach_compose_uploads, _cleanup_compose_uploads,
     _load_settings, _save_settings, _get_email_config,
     _send_smtp_message, _smtp_security_mode,
@@ -57,7 +58,8 @@ from routes.email_helpers import (
     _extract_attachment_to_disk, _extract_html, _extract_text,
     _fetch_sender_thread_context, _pre_retrieve_context,
     _EMAIL_REPLY_SYS_PROMPT_BASE, _POOL_HOOKS,
-    _friendly_email_auth_error,
+    _friendly_email_auth_error, _email_summary_failure_log_detail,
+    _generate_email_summary, EMAIL_SUMMARY_ERROR_CODE, EMAIL_SUMMARY_ERROR_MESSAGE,
     SendEmailRequest, ExtractStyleRequest,
     ATTACHMENTS_DIR, COMPOSE_UPLOADS_DIR, SCHEDULED_DB,
     attachment_extract_dir, _email_cache_owner_clause, email_translation_body_hash,
@@ -194,6 +196,64 @@ def _coerce_port(value, default):
         return None, f"Invalid port {value!r}; must be a whole number"
 
 
+def _lock_email_account_owner_mutation(db, *owners: str) -> None:
+    """Delegate account/default serialization to the shared DB primitive."""
+    from core.database import lock_email_account_owner_mutations
+
+    lock_email_account_owner_mutations(db, *owners)
+
+
+def _email_account_owner_scope(query, owner: str):
+    """Restrict a query to one normalized EmailAccount owner partition."""
+    from core.database import EmailAccount
+    from sqlalchemy import or_
+
+    if owner:
+        return query.filter(EmailAccount.owner == owner)
+    return query.filter(or_(EmailAccount.owner == None, EmailAccount.owner == ""))  # noqa: E711
+
+
+def _discover_email_account_mutation_scope(account_id: str, owner: str) -> str:
+    """Read the initial lock key and fail closed before a mutation session."""
+    from core.database import EmailAccount, SessionLocal
+
+    db = SessionLocal()
+    try:
+        row = db.get(EmailAccount, account_id)
+        if row is None or (owner and not _account_visible_to_owner(row, owner)):
+            raise HTTPException(404, "Account not found")
+        return row.owner or ""
+    except HTTPException:
+        raise
+    except Exception as exc:
+        logger.error("Account-owner mutation check failed: %s", exc)
+        raise HTTPException(503, "Account check failed")
+    finally:
+        db.close()
+
+
+def _lock_and_reload_email_account(db, account_id: str, owner: str, scope: str):
+    """Lock, reload, and revalidate an account, retrying if its owner moved."""
+    from core.database import EmailAccount
+
+    owner_scopes = {scope or ""}
+    while True:
+        _lock_email_account_owner_mutation(db, *owner_scopes)
+        row = db.get(EmailAccount, account_id, populate_existing=True)
+        if row is None or (owner and not _account_visible_to_owner(row, owner)):
+            raise HTTPException(404, "Account not found")
+
+        current_scope = row.owner or ""
+        if current_scope in owner_scopes or db.get_bind().dialect.name == "sqlite":
+            return row
+
+        # The account changed owner after discovery but before lock acquisition.
+        # Release the partial lock set and reacquire all observed scopes in the
+        # shared helper's canonical order, then validate from the database again.
+        db.rollback()
+        owner_scopes.add(current_scope)
+
+
 def _email_tag_owner_aliases(account_id: str | None, owner: str = "") -> list[str]:
     aliases = [owner or ""]
     try:
@@ -2860,13 +2920,22 @@ def setup_email_routes():
                 return indexed_response
             return {"emails": [], "total": 0, "error": "Mail operation failed"}
 
-    def _read_email_sync(uid, folder, account_id, owner, mark_seen=True, full=False):
+    def _read_email_sync(uid, folder, account_id, owner, mark_seen=False, full=False):
         """Sync IMAP read — wrapped in to_thread by the async handler.
 
         The normal reader path fetches the headers plus a bounded body prefix.
         That avoids downloading multi-megabyte attachments just to open a
         message. Full-message fetch remains available for flows that need
         attachment metadata immediately, such as forwarding.
+
+        `mark_seen` defaults to False because it mutates provider state: it
+        selects the mailbox read-write and issues a STORE. Only a foreground
+        open should ask for it, and it has to ask explicitly.
+
+        A failed \\Seen transition is reported as `mark_seen_failed` on an
+        otherwise normal response, never as an error. The body has already been
+        fetched at that point, so refusing to return it would turn a cosmetic
+        flag failure into an unreadable message.
         """
         import time as _t
         _t0 = _t.monotonic()
@@ -2874,9 +2943,28 @@ def setup_email_routes():
         preview_bytes = 384 * 1024
         _t_select = 0.0
         _t_fetch = 0.0
+        mark_seen_failed = False
         try:
             with _imap(account_id, owner=owner) as conn:
-                conn.select(_q(folder), readonly=True)
+                # A foreground open owns both the body fetch and the \Seen
+                # transition. Keep them on one read-write IMAP selection so the
+                # route never schedules a second connection that can race the
+                # response. Prefetch/read-only callers retain BODY.PEEK and a
+                # read-only mailbox selection.
+                try:
+                    conn.select(_q(folder), readonly=not mark_seen)
+                except Exception as select_exc:
+                    if not mark_seen:
+                        raise
+                    # Read-only mailboxes (shared archives, some provider
+                    # folders) reject a read-write SELECT. Serve the message
+                    # read-only and report the flag failure.
+                    logger.warning(
+                        f"read-write SELECT rejected for {folder!r}; "
+                        f"serving read-only without \\Seen: {select_exc}"
+                    )
+                    conn.select(_q(folder), readonly=True)
+                    mark_seen_failed = True
                 _t_select = _t.monotonic() - _t0
                 fetch_query = "(BODY.PEEK[])" if full else f"(BODY.PEEK[HEADER] BODY.PEEK[TEXT]<0.{preview_bytes}>)"
                 status, msg_data = _imap_uid_fetch(conn, uid, fetch_query)
@@ -2902,22 +2990,44 @@ def setup_email_routes():
                         header_part = msg_data[0][1] or b""
                     raw = header_part + b"\r\n" + text_part
 
-            msg = email_mod.message_from_bytes(raw)
+                # Parse the fetched payload before mutating provider state. If
+                # the message is malformed enough that the reader cannot build
+                # a response, the caller gets an error while the message stays
+                # unread instead of receiving a false optimistic rollback.
+                msg = email_mod.message_from_bytes(raw)
 
-            subject = _decode_header(msg.get("Subject", "(no subject)"))
-            sender = _decode_header(msg.get("From", "unknown"))
-            to = _decode_header(msg.get("To", ""))
-            cc = _decode_header(msg.get("Cc", ""))
-            date_str = msg.get("Date", "")
-            message_id = msg.get("Message-ID", "")
-            in_reply_to = msg.get("In-Reply-To", "")
-            references = msg.get("References", "")
-            body = _extract_text(msg)
-            body_html = _extract_html(msg)
+                subject = _decode_header(msg.get("Subject", "(no subject)"))
+                sender = _decode_header(msg.get("From", "unknown"))
+                to = _decode_header(msg.get("To", ""))
+                cc = _decode_header(msg.get("Cc", ""))
+                date_str = msg.get("Date", "")
+                message_id = msg.get("Message-ID", "")
+                in_reply_to = msg.get("In-Reply-To", "")
+                references = msg.get("References", "")
+                body = _extract_text(msg)
+                body_html = _extract_html(msg)
+
+                sender_name, sender_addr = email.utils.parseaddr(sender)
+                parsed_date = email.utils.parsedate_to_datetime(date_str) if date_str else None
+                attachments = _list_attachments_from_msg(msg) if full else (_email_attachment_meta_cache_get(owner, account_id, folder, uid) or [])
+
+                if mark_seen and not mark_seen_failed:
+                    seen_status, _ = conn.uid("STORE", _uid_bytes(uid), "+FLAGS", "(\\Seen)")
+                    if seen_status != "OK":
+                        # Report, don't raise. The parsed body below is still a
+                        # valid response; only the flag claim is untrue.
+                        logger.warning(
+                            f"IMAP STORE \\Seen failed for UID {uid} in {folder!r}: {seen_status}"
+                        )
+                        mark_seen_failed = True
+
+            # Only record the local flag transition when the provider actually
+            # accepted it, so the index and list cache cannot drift ahead of
+            # the mailbox.
+            if mark_seen and not mark_seen_failed:
+                _email_index_update_flags(owner, account_id, folder, uid, "\\Seen", True)
+                _update_list_cache_seen(account_id, folder, uid, True)
 
-            sender_name, sender_addr = email.utils.parseaddr(sender)
-            parsed_date = email.utils.parsedate_to_datetime(date_str) if date_str else None
-            attachments = _list_attachments_from_msg(msg) if full else (_email_attachment_meta_cache_get(owner, account_id, folder, uid) or [])
             related_attachments = []
             if full and not _has_visible_attachments(msg):
                 related_attachments = _related_thread_attachments_sync(
@@ -3038,20 +3148,29 @@ def setup_email_routes():
                 "boundaries": cached_boundaries,
                 "thread_turns": cached_turns,
                 "sender_signature": cached_sender_sig,
+                # Per-request, not part of the message: the route strips this
+                # before caching so a one-off flag failure is never replayed to
+                # later readers.
+                "mark_seen_failed": mark_seen_failed,
             }
         except Exception as e:
             logger.error(f"Failed to read email {uid}: {e}")
             return {"error": "Mail operation failed"}
 
     def _mark_email_seen_sync(uid, folder, account_id, owner):
+        """Synchronously mark a cached email seen and report success."""
         try:
             with _imap(account_id, owner=owner) as conn:
-                conn.select(_q(folder))
-                conn.uid("STORE", _uid_bytes(uid), "+FLAGS", "\\Seen")
+                conn.select(_q(folder), readonly=False)
+                status, _ = conn.uid("STORE", _uid_bytes(uid), "+FLAGS", "(\\Seen)")
+                if status != "OK":
+                    return False
             _email_index_update_flags(owner, account_id, folder, uid, "\\Seen", True)
             _update_list_cache_seen(account_id, folder, uid, True)
+            return True
         except Exception as e:
-            logger.debug(f"mark-seen after cached read failed uid={uid}: {e}")
+            logger.warning(f"mark-seen after cached read failed uid={uid}: {e}")
+            return False
 
     @router.get("/read/{uid}")
     async def read_email_by_uid(
@@ -3077,32 +3196,32 @@ def setup_email_routes():
             if cached.get("attachment_version") != EMAIL_READ_ATTACHMENT_VERSION:
                 cached = None
         if cached is not None:
-            if mark_seen:
-                try:
-                    _asyncio.create_task(_asyncio.to_thread(_mark_email_seen_sync, uid, folder, account_id, owner))
-                except RuntimeError:
-                    pass
+            # A cache hit already holds a complete, valid message. Await the
+            # STORE so the response reports the real flag state, but never let
+            # a failed STORE withhold a body we are holding in memory.
+            if mark_seen and not await _asyncio.to_thread(
+                _mark_email_seen_sync, uid, folder, account_id, owner
+            ):
+                return {**cached, "mark_seen_failed": True}
             return cached
         if not full:
             persisted = _email_preview_cache_get(owner, account_id, folder, uid)
             if persisted and persisted.get("attachment_version") == EMAIL_READ_ATTACHMENT_VERSION:
                 _read_cache_put(ck, persisted)
-                if mark_seen:
-                    try:
-                        _asyncio.create_task(_asyncio.to_thread(_mark_email_seen_sync, uid, folder, account_id, owner))
-                    except RuntimeError:
-                        pass
+                if mark_seen and not await _asyncio.to_thread(
+                    _mark_email_seen_sync, uid, folder, account_id, owner
+                ):
+                    return {**persisted, "mark_seen_failed": True}
                 return persisted
         result = await _asyncio.to_thread(_read_email_sync, uid, folder, account_id, owner, mark_seen, full)
         if result and not result.get("error"):
-            _read_cache_put(ck, result)
+            # `mark_seen_failed` describes this request, not the message, so it
+            # must not enter either cache — a later reader would otherwise be
+            # told a STORE failed that it never issued.
+            cacheable = {k: v for k, v in result.items() if k != "mark_seen_failed"}
+            _read_cache_put(ck, cacheable)
             if not full:
-                _email_preview_cache_put(owner, account_id, folder, uid, result)
-            if mark_seen:
-                try:
-                    _asyncio.create_task(_asyncio.to_thread(_mark_email_seen_sync, uid, folder, account_id, owner))
-                except RuntimeError:
-                    pass
+                _email_preview_cache_put(owner, account_id, folder, uid, cacheable)
         return result
 
     def _schedule_recent_email_warm(emails: list, folder: str, account_id: str | None, owner: str):
@@ -4766,8 +4885,6 @@ def setup_email_routes():
         """Generate a quick AI summary of an email body."""
         try:
             from src.endpoint_resolver import resolve_endpoint
-            from src.llm_core import _uses_max_completion_tokens, _restricts_temperature
-            import requests as _req
 
             body = data.get("body", "")
             subject = data.get("subject", "")
@@ -4778,7 +4895,11 @@ def setup_email_routes():
             if account_id:
                 _assert_owns_account(account_id, owner)
             if not body:
-                return {"success": False, "error": "No body provided"}
+                return {
+                    "success": False,
+                    "error": "No body provided",
+                    "error_code": "email_summary_missing_body",
+                }
 
             # If we know which UID this is, fetch the raw message and pull
             # attachment text so the summary can reference invoice totals,
@@ -4807,53 +4928,43 @@ def setup_email_routes():
             if not url:
                 url, model, headers = resolve_endpoint("default", owner=owner)
             if not url or not model:
-                return {"success": False, "error": "No LLM endpoint configured"}
+                return {
+                    "success": False,
+                    "error": "No model configured for email summaries",
+                    "error_code": "email_summary_not_configured",
+                }
 
             req_headers = {"Content-Type": "application/json"}
             if headers:
                 req_headers.update(headers)
-            tok_key = "max_completion_tokens" if _uses_max_completion_tokens(model) else "max_tokens"
-            payload = {
-                "model": model,
-                "messages": [
-                    {"role": "system", "content": "You are an email summarizer. Format: 1-3 short bullet points (use '- '). Cover: main point, action items, deadlines. If the email has attachments (marked '--- ATTACHMENTS ---'), USE THEIR CONTENTS — pull invoice totals, deadlines, key clauses, concrete numbers/dates from PDFs/docs into the bullets. Be terse.\n\nOUTPUT FORMAT: Put ONLY the bullet points between these exact markers, each on its own line:\n<<<SUMMARY>>>\n- ...\n<<<END>>>\nAny reasoning must come BEFORE <<<SUMMARY>>> (ideally inside <think>...</think>). Only the text between the markers is kept."},
-                    {"role": "user", "content": f"From: {sender}\nSubject: {subject}\n\n{body_for_llm[:12000]}\n\n---\n\nSummarize the email. Output the bullets between <<<SUMMARY>>> and <<<END>>>."},
-                ],
-                tok_key: 8192,
-                "temperature": 0.3,
-                "stream": False,
-            }
-            # Reasoning models (o1/o3/o4/gpt-5) reject an explicit temperature.
-            if _restricts_temperature(model):
-                payload.pop("temperature", None)
-            resp = await asyncio.to_thread(
-                _req.post, url, json=payload, headers=req_headers, timeout=180
-            )
-            if not resp.ok:
-                return {"success": False, "error": f"LLM HTTP {resp.status_code}"}
-            rdata = resp.json()
-            msg = (rdata.get("choices") or [{}])[0].get("message", {})
-            content = (msg.get("content") or "").strip()
-            content = _extract_reply(content)
+            try:
+                content = await _generate_email_summary(
+                    url=url,
+                    model=model,
+                    sender=sender,
+                    subject=subject,
+                    body_for_llm=body_for_llm,
+                    headers=req_headers,
+                    max_tokens=8192,
+                    timeout=180,
+                )
+            except Exception as e:
+                logger.warning(
+                    "Email summary LLM call failed %s",
+                    _email_summary_failure_log_detail(e),
+                )
+                return {
+                    "success": False,
+                    "error": EMAIL_SUMMARY_ERROR_MESSAGE,
+                    "error_code": EMAIL_SUMMARY_ERROR_CODE,
+                }
 
             if not content:
-                # Model put everything in reasoning_content — extract bullet points
-                rc = (msg.get("reasoning_content") or "").strip()
-                # Find bullet-point style output (lines starting with -, •, *, or numbered)
-                bullet_lines = []
-                for line in rc.split("\n"):
-                    stripped = line.strip()
-                    if re.match(r"^[-•*]\s+|^\d+[.)]\s+", stripped):
-                        bullet_lines.append(stripped)
-                if bullet_lines:
-                    content = "\n".join(bullet_lines)
-                else:
-                    # Last resort: take the last paragraph
-                    paragraphs = [p.strip() for p in rc.split("\n\n") if p.strip()]
-                    content = paragraphs[-1] if paragraphs else rc[:500]
-
-            if not content:
-                return {"success": False, "error": "Empty response from model"}
+                return {
+                    "success": False,
+                    "error": "The model returned an empty summary",
+                    "error_code": "email_summary_empty",
+                }
 
             # Cache the summary if we have a message_id
             mid = data.get("message_id", "")
@@ -4876,8 +4987,15 @@ def setup_email_routes():
 
             return {"success": True, "summary": content, "model_used": model}
         except Exception as e:
-            logger.error(f"Failed to summarize: {e}")
-            return {"success": False, "error": "Mail operation failed"}
+            logger.error(
+                "Email summary route failed %s",
+                _email_summary_failure_log_detail(e),
+            )
+            return {
+                "success": False,
+                "error": EMAIL_SUMMARY_ERROR_MESSAGE,
+                "error_code": EMAIL_SUMMARY_ERROR_CODE,
+            }
 
     @router.post("/translate")
     async def translate_email(data: dict, owner: str = Depends(require_owner)):
@@ -4886,7 +5004,6 @@ def setup_email_routes():
             from src.endpoint_resolver import (
                 resolve_endpoint,
                 resolve_utility_fallback_candidates,
-                resolve_chat_fallback_candidates,
             )
             from src.llm_core import llm_call_async_with_fallback
 
@@ -4948,8 +5065,6 @@ def setup_email_routes():
                 pass
             for cand in resolve_utility_fallback_candidates(owner=owner) or []:
                 _add(*cand)
-            for cand in resolve_chat_fallback_candidates(owner=owner) or []:
-                _add(*cand)
             if not candidates:
                 return {"success": False, "error": "No LLM endpoint configured"}
 
@@ -5209,13 +5324,11 @@ def setup_email_routes():
             # Build a candidate chain so a stale session-stored API key
             # (the most common cause of "authentication failed" here)
             # doesn't kill AI Reply outright — fall through to the
-            # user's Utility / Default endpoints AND their configured
-            # fallback chains. Dedupe by url+model so we don't retry
-            # the same broken endpoint.
+            # user's Utility / Default endpoints and active Utility fallback
+            # chain. Dedupe by url+model so we don't retry the same endpoint.
             from src.llm_core import llm_call_async_with_fallback
             from src.endpoint_resolver import (
                 resolve_utility_fallback_candidates,
-                resolve_chat_fallback_candidates,
             )
             _seen = set()
             _candidates = []
@@ -5240,11 +5353,9 @@ def setup_email_routes():
                 _add(_d_url, _d_model, _d_headers)
             except Exception:
                 pass
-            # Configured fallback chains last.
+            # Active Utility fallbacks last.
             for cand in resolve_utility_fallback_candidates(owner=owner) or []:
                 _add(*cand)
-            for cand in resolve_chat_fallback_candidates(owner=owner) or []:
-                _add(*cand)
             _messages = [
                 {"role": "system", "content": system_prompt},
                 {"role": "user", "content": user_msg},
@@ -5428,9 +5539,9 @@ def setup_email_routes():
         import uuid as _uuid
         db = SessionLocal()
         try:
+            _lock_email_account_owner_mutation(db, owner)
             q = db.query(EmailAccount).filter(EmailAccount.is_default == True)  # noqa: E712
-            if owner:
-                q = q.filter(EmailAccount.owner == owner)
+            q = _email_account_owner_scope(q, owner)
             row = q.first()
             if row is None:
                 row = EmailAccount(id=_uuid.uuid4().hex, owner=owner, name="Default", is_default=True, enabled=True)
@@ -5456,8 +5567,7 @@ def setup_email_routes():
             if data.get("smtp_password"):
                 row.smtp_password = _enc(data["smtp_password"])
             clear_q = db.query(EmailAccount).filter(EmailAccount.id != row.id)
-            if owner:
-                clear_q = clear_q.filter(EmailAccount.owner == owner)
+            clear_q = _email_account_owner_scope(clear_q, owner)
             clear_q.update({EmailAccount.is_default: False})
             db.commit()
         finally:
@@ -5552,6 +5662,7 @@ def setup_email_routes():
             return {"ok": False, "error": port_err}
         db = SessionLocal()
         try:
+            _lock_email_account_owner_mutation(db, owner)
             row = EmailAccount(
                 id=_uuid.uuid4().hex,
                 name=name,
@@ -5578,9 +5689,7 @@ def setup_email_routes():
             # the one-default invariant — but scope it to THIS user's accounts,
             # otherwise creating a default would clear every other user's
             # default flag too.
-            scope_q = db.query(EmailAccount)
-            if owner:
-                scope_q = scope_q.filter(EmailAccount.owner == owner)
+            scope_q = _email_account_owner_scope(db.query(EmailAccount), owner)
             existing_count = scope_q.count()
             if row.is_default or existing_count == 0:
                 scope_q.update({EmailAccount.is_default: False})
@@ -5631,28 +5740,39 @@ def setup_email_routes():
 
     @router.delete("/accounts/{account_id}")
     async def delete_email_account(account_id: str, owner: str = Depends(require_user)):
-        _assert_owns_account(account_id, owner)
+        initial_scope = _discover_email_account_mutation_scope(account_id, owner)
         from core.database import SessionLocal, EmailAccount
         db = SessionLocal()
         try:
-            row = db.get(EmailAccount, account_id)
-            if not row:
-                return {"ok": False, "error": "Account not found"}
+            row = _lock_and_reload_email_account(
+                db, account_id, owner, initial_scope
+            )
+            row_scope = row.owner or ""
             was_default = bool(row.is_default)
             db.delete(row)
-            db.commit()
+            # Flush the removal before staging a replacement default.  The
+            # partial unique index is checked statement-by-statement, and the
+            # ORM is otherwise free to UPDATE the promoted row before DELETE.
+            db.flush()
             # If the deleted row was default, promote the next-oldest enabled
             # row owned by THIS user. Without the owner filter we'd promote
             # another user's account and the deleter would silently inherit
             # it as their default.
             if was_default:
-                promote_q = db.query(EmailAccount).filter(EmailAccount.enabled == True)  # noqa: E712
-                if owner:
-                    promote_q = promote_q.filter(EmailAccount.owner == owner)
-                promote = promote_q.order_by(EmailAccount.created_at.asc()).first()
+                promote_q = db.query(EmailAccount).filter(
+                    EmailAccount.id != account_id,
+                    EmailAccount.enabled == True,  # noqa: E712
+                )
+                promote_q = _email_account_owner_scope(promote_q, row_scope)
+                promote = promote_q.order_by(
+                    EmailAccount.created_at.asc(), EmailAccount.id.asc()
+                ).first()
                 if promote:
                     promote.is_default = True
-                    db.commit()
+            # Deletion and any replacement promotion are one durable state
+            # transition, so another worker can never observe or race the old
+            # split-commit gap.
+            db.commit()
             return {"ok": True}
         finally:
             db.close()
@@ -5865,18 +5985,18 @@ def setup_email_routes():
 
     @router.post("/accounts/{account_id}/set-default")
     async def set_default_account(account_id: str, owner: str = Depends(require_user)):
-        _assert_owns_account(account_id, owner)
+        initial_scope = _discover_email_account_mutation_scope(account_id, owner)
         from core.database import SessionLocal, EmailAccount
         db = SessionLocal()
         try:
-            row = db.get(EmailAccount, account_id)
-            if not row:
-                return {"ok": False, "error": "Account not found"}
-            # SECURITY: scope the "clear other defaults" sweep to this user's
-            # accounts so we don't unset another user's default flag.
-            clear_q = db.query(EmailAccount)
-            if owner:
-                clear_q = clear_q.filter(EmailAccount.owner == owner)
+            row = _lock_and_reload_email_account(
+                db, account_id, owner, initial_scope
+            )
+            # Scope the sweep to the target row's normalized owner partition;
+            # this also handles visible legacy NULL/empty-owner accounts.
+            clear_q = _email_account_owner_scope(
+                db.query(EmailAccount), row.owner or ""
+            )
             clear_q.update({EmailAccount.is_default: False})
             row.is_default = True
             db.commit()
@@ -5895,7 +6015,7 @@ def setup_email_routes():
             raise HTTPException(400, "GOOGLE_OAUTH_CLIENT_ID not set — add it to .env")
         redirect_uri = (
             os.environ.get("GOOGLE_OAUTH_REDIRECT_URI")
-            or f"http://{request.headers.get('host', 'localhost:7000')}/api/email/oauth/google/callback"
+            or f"{request.url.scheme}://{request.headers.get('host', 'localhost:7000')}/api/email/oauth/google/callback"
         )
         state = make_oauth_state(account_id, owner)
         params = urllib.parse.urlencode({
@@ -5932,7 +6052,7 @@ def setup_email_routes():
         client_secret = os.environ.get("GOOGLE_OAUTH_CLIENT_SECRET", "")
         redirect_uri = (
             os.environ.get("GOOGLE_OAUTH_REDIRECT_URI")
-            or f"http://{request.headers.get('host', 'localhost:7000')}/api/email/oauth/google/callback"
+            or f"{request.url.scheme}://{request.headers.get('host', 'localhost:7000')}/api/email/oauth/google/callback"
         )
         import httpx as _httpx
         try:

routes/gallery/gallery_routes.py

@@ -127,6 +127,25 @@ def _load_grounding_backend():
     return cached
 
 
+def _model_input_to_device(value, device: str, torch):
+    if not hasattr(value, "to"):
+        return value
+    if (
+        device == "mps"
+        and hasattr(torch, "float64")
+        and getattr(value, "dtype", None) == torch.float64
+    ):
+        return value.to(device=device, dtype=torch.float32)
+    return value.to(device)
+
+
+def _model_inputs_to_device(inputs, device: str, torch) -> Dict[str, Any]:
+    return {
+        key: _model_input_to_device(value, device, torch)
+        for key, value in inputs.items()
+    }
+
+
 def _ground_text_to_box(image, text: str, *, threshold: float = 0.05):
     query = (text or "").strip()
     if not query:
@@ -142,10 +161,7 @@ def _ground_text_to_box(image, text: str, *, threshold: float = 0.05):
         labels.append(f"a photo of {query}")
     try:
         inputs = processor(text=[labels], images=image, return_tensors="pt")
-        model_inputs = {
-            k: (v.to(device) if hasattr(v, "to") else v)
-            for k, v in inputs.items()
-        }
+        model_inputs = _model_inputs_to_device(inputs, device, torch)
         with torch.no_grad():
             outputs = model(**model_inputs)
         target_sizes = torch.tensor([[image.height, image.width]])
@@ -1869,10 +1885,7 @@ def setup_gallery_routes() -> APIRouter:
 
         try:
             inputs = processor(image, **kwargs)
-            model_inputs = {
-                k: (v.to(device) if hasattr(v, "to") else v)
-                for k, v in inputs.items()
-            }
+            model_inputs = _model_inputs_to_device(inputs, device, torch)
             with torch.no_grad():
                 outputs = model(**model_inputs)
             masks = processor.image_processor.post_process_masks(

routes/history/history_routes.py

@@ -6,13 +6,14 @@ import logging
 import re
 from typing import Dict, Any, Optional
 
-from fastapi import APIRouter, Request, HTTPException
+from fastapi import APIRouter, Request, HTTPException, Depends
 
 from core.models import ChatMessage
 from core.database import SessionLocal, ChatMessage as DbChatMessage, Session as DbSession
-from src.auth_helpers import effective_user
+from src.auth_helpers import effective_user, require_chat_api_token_scope
 from src.topic_analyzer import analyze_topics
 from src.upload_handler import reserve_message_upload_references
+from src.tool_approval_scopes import sanitize_client_message_metadata
 from routes.session_routes import (
     _message_role,
     _message_text,
@@ -101,7 +102,10 @@ def _merge_continue_rows_to_delete(db_messages, db1, db2):
 
 
 def setup_history_routes(session_manager, upload_handler=None) -> APIRouter:
-    router = APIRouter(tags=["history"])
+    router = APIRouter(
+        tags=["history"],
+        dependencies=[Depends(require_chat_api_token_scope)],
+    )
 
     def _reserve_message_uploads(
         request: Request,
@@ -137,44 +141,6 @@ def setup_history_routes(session_manager, upload_handler=None) -> APIRouter:
             entry["metadata"] = meta
         return entry
 
-    def _db_message_metadata(m: DbChatMessage) -> Dict[str, Any]:
-        meta = {}
-        if m.meta_data:
-            try:
-                meta = json.loads(m.meta_data) or {}
-            except (json.JSONDecodeError, ValueError):
-                meta = {}
-        if m.timestamp and "timestamp" not in meta:
-            meta["timestamp"] = m.timestamp.isoformat() + "Z"
-        return meta
-
-    def _hydrate_session_history_from_db(session_id: str, rows: list[DbChatMessage]) -> None:
-        """Rebuild in-memory context from raw DB rows after a history load.
-
-        The browser history endpoint can return paged/display-trimmed messages,
-        but the next model call reads ``session.history``. After a restart or a
-        stale in-memory session, selecting an old chat through the paged endpoint
-        used to show the transcript while the model only saw fresh context.
-        """
-        if not rows:
-            return
-        try:
-            session = session_manager.get_session(session_id)
-        except KeyError:
-            return
-        session.history = [
-            ChatMessage(role=m.role, content=m.content, metadata=_db_message_metadata(m) or None)
-            for m in rows
-        ]
-        session.message_count = len(session.history)
-
-    def _session_needs_db_history_hydration(session_id: str, total: int) -> bool:
-        try:
-            session = session_manager.get_session(session_id)
-        except KeyError:
-            return False
-        return len(session.history or []) < int(total or 0)
-
     @router.get("/api/history/{session_id}")
     async def get_session_history(
         request: Request,
@@ -198,6 +164,8 @@ def setup_history_routes(session_manager, upload_handler=None) -> APIRouter:
                 )
                 page_offset = int(offset) if offset is not None else max(total - page_limit, 0)
                 page_offset = max(0, min(page_offset, total))
+                # Keep display pagination page-scoped. ``get_session`` is the
+                # full model-context hydration seam and must not be entered here.
                 rows = (
                     db.query(DbChatMessage)
                     .filter(DbChatMessage.session_id == session_id)
@@ -206,14 +174,6 @@ def setup_history_routes(session_manager, upload_handler=None) -> APIRouter:
                     .limit(page_limit)
                     .all()
                 )
-                if _session_needs_db_history_hydration(session_id, total):
-                    full_rows = (
-                        db.query(DbChatMessage)
-                        .filter(DbChatMessage.session_id == session_id)
-                        .order_by(DbChatMessage.timestamp)
-                        .all()
-                    )
-                    _hydrate_session_history_from_db(session_id, full_rows)
                 history_dict = [
                     entry for entry in (_db_history_entry(m) for m in rows)
                     if not (entry.get("metadata") or {}).get("hidden")
@@ -258,7 +218,10 @@ def setup_history_routes(session_manager, upload_handler=None) -> APIRouter:
                     entry["metadata"] = msg["metadata"]
                 history_dict.append(entry)
 
-        # Fallback: load from DB if in-memory is empty
+        # Fallback: load from DB if in-memory renders empty. Display only —
+        # get_session above is the hydration seam, so nothing here writes back
+        # into session.history — rebuilding it from raw rows would overwrite
+        # parsed multimodal content and the _db_id edit/delete keys it just set.
         if not history_dict:
             db = SessionLocal()
             try:
@@ -268,17 +231,10 @@ def setup_history_routes(session_manager, upload_handler=None) -> APIRouter:
                     .order_by(DbChatMessage.timestamp)
                     .all()
                 )
-                db_history = []
-                for m in db_messages:
-                    db_history.append(_db_history_entry(m))
-                if db_history:
-                    # Rebuild in-memory history from the full set so hidden
-                    # messages (e.g. compaction summaries) are kept for AI context.
-                    _hydrate_session_history_from_db(session_id, db_messages)
                 # Response excludes hidden messages, matching the in-memory path.
                 history_dict = [
-                    m for m in db_history
-                    if not (m.get("metadata") or {}).get("hidden")
+                    entry for entry in (_db_history_entry(m) for m in db_messages)
+                    if not (entry.get("metadata") or {}).get("hidden")
                 ]
             except Exception as e:
                 logger.error(f"DB fallback failed for {session_id}: {e}")
@@ -316,7 +272,7 @@ def setup_history_routes(session_manager, upload_handler=None) -> APIRouter:
             content = body.get("content", "")
             if not content:
                 raise HTTPException(400, "content is required")
-            metadata = body.get("metadata")
+            metadata = sanitize_client_message_metadata(body.get("metadata"))
             _reserve_message_uploads(request, content, metadata)
             msg = ChatMessage(role=role, content=content, metadata=metadata)
             session_manager.add_message(session_id, msg)
@@ -645,8 +601,14 @@ def setup_history_routes(session_manager, upload_handler=None) -> APIRouter:
             body = await request.json()
             keep_count = body.get("keep_count", 0)
 
-            # Get the source session
-            source = session_manager.sessions.get(session_id)
+            # Get the source session. keep_count indexes into source.history,
+            # so this must go through get_session — reading the cache directly
+            # forks an empty transcript out of a metadata-only session after a
+            # restart (display pagination no longer hydrates it).
+            try:
+                source = session_manager.get_session(session_id)
+            except KeyError:
+                raise HTTPException(404, "Session not found")
             if not source:
                 raise HTTPException(404, "Session not found")
 

routes/mcp/__init__.py

@@ -0,0 +1,5 @@
+"""MCP route domain package (slice 2o, #4082/#4071).
+
+Contains mcp_routes.py, migrated from the flat routes/ directory.
+Backward-compat shim at routes/mcp_routes.py re-exports from here.
+"""

routes/mcp/mcp_routes.py

@@ -0,0 +1,703 @@
+# routes/mcp_routes.py
+"""MCP (Model Context Protocol) server management routes."""
+import json
+import os
+import uuid
+import urllib.parse
+import html
+from pathlib import Path
+from fastapi import APIRouter, Form, HTTPException, Request
+from fastapi.responses import RedirectResponse, HTMLResponse
+import logging
+import httpx
+
+from core.database import McpServer, SessionLocal
+from core.middleware import require_admin
+from src.constants import DATA_DIR, MCP_OAUTH_DIR
+from src.mcp_manager import McpManager
+
+logger = logging.getLogger(__name__)
+
+router = APIRouter(prefix="/api/mcp", tags=["mcp"])
+
+
+def _mcp_oauth_base_dir() -> Path:
+    """Directory that may contain OAuth files managed by Odysseus."""
+    return Path(MCP_OAUTH_DIR).resolve(strict=False)
+
+
+def _resolve_mcp_oauth_path(raw_path, field_name: str) -> str:
+    """Resolve an MCP OAuth path and keep it under DATA_DIR/mcp_oauth."""
+    raw = str(raw_path or "").strip()
+    if not raw:
+        return ""
+
+    base = _mcp_oauth_base_dir()
+    path = Path(os.path.expanduser(raw))
+    if not path.is_absolute():
+        path = base / path
+    resolved = path.resolve(strict=False)
+
+    try:
+        resolved.relative_to(base)
+    except ValueError as exc:
+        raise HTTPException(
+            400,
+            f"Invalid OAuth {field_name}: path must stay under {base}",
+        ) from exc
+    return str(resolved)
+
+
+def _sanitize_mcp_oauth_config(oauth_cfg):
+    """Return an OAuth config copy with file paths confined to mcp_oauth."""
+    if not oauth_cfg:
+        return oauth_cfg
+    if not isinstance(oauth_cfg, dict):
+        return {}
+    sanitized = dict(oauth_cfg)
+    for field_name in ("keys_file", "token_file"):
+        if sanitized.get(field_name):
+            sanitized[field_name] = _resolve_mcp_oauth_path(
+                sanitized[field_name],
+                field_name,
+            )
+    return sanitized
+
+
+def _mcp_oauth_token_missing(oauth_cfg, *, strict: bool = True) -> bool:
+    """Check token existence without letting legacy bad paths break listing."""
+    if not isinstance(oauth_cfg, dict):
+        return False
+    try:
+        token_file = _resolve_mcp_oauth_path(oauth_cfg.get("token_file", ""), "token_file")
+    except HTTPException:
+        if strict:
+            raise
+        logger.warning("Ignoring MCP OAuth config with unsafe token_file")
+        return True
+    return bool(token_file and not os.path.exists(token_file))
+
+
+def _apply_mcp_oauth_env(env: dict, oauth_cfg) -> None:
+    """Pass sanitized Gmail package paths to MCP servers that honor them."""
+    if not oauth_cfg or not isinstance(env, dict):
+        return
+    keys_file = oauth_cfg.get("keys_file")
+    token_file = oauth_cfg.get("token_file")
+    if keys_file:
+        env["GMAIL_OAUTH_PATH"] = keys_file
+    if token_file:
+        env["GMAIL_CREDENTIALS_PATH"] = token_file
+
+
+def _load_disabled_map():
+    """Load per-server disabled tool sets from DB."""
+    db = SessionLocal()
+    try:
+        disabled_map = {}
+        for srv in db.query(McpServer).all():
+            if srv.disabled_tools:
+                try:
+                    names = json.loads(srv.disabled_tools)
+                    if names:
+                        disabled_map[srv.id] = set(names)
+                except (json.JSONDecodeError, TypeError):
+                    pass
+        return disabled_map
+    finally:
+        db.close()
+
+
+def _mcp_oauth_redirect_uri() -> str:
+    """Shared callback URL for legacy Google and generic MCP OAuth flows."""
+    from src.mcp_oauth import REDIRECT_URI
+    return REDIRECT_URI
+
+
+def setup_mcp_routes(mcp_manager: McpManager):
+    """Setup MCP routes with the provided manager."""
+
+    @router.get("/servers")
+    def list_servers(request: Request):
+        """List all configured MCP servers with connection status."""
+        require_admin(request)
+        db = SessionLocal()
+        try:
+            servers = db.query(McpServer).all()
+            result = []
+            for srv in servers:
+                status = mcp_manager.get_server_status(srv.id)
+                oauth_cfg = json.loads(srv.oauth_config) if srv.oauth_config else None
+                needs_oauth = False
+                if oauth_cfg:
+                    needs_oauth = _mcp_oauth_token_missing(oauth_cfg, strict=False)
+                disabled_list = json.loads(srv.disabled_tools) if srv.disabled_tools else []
+                total_tools = status.get("tool_count", 0)
+                result.append({
+                    "id": srv.id,
+                    "name": srv.name,
+                    "transport": srv.transport,
+                    "command": srv.command,
+                    "args": json.loads(srv.args) if srv.args else [],
+                    "env": json.loads(srv.env) if srv.env else {},
+                    "url": srv.url,
+                    "is_enabled": srv.is_enabled,
+                    "status": status.get("status", "disconnected"),
+                    "tool_count": total_tools,
+                    "disabled_tool_count": len(disabled_list),
+                    "enabled_tool_count": max(0, total_tools - len(disabled_list)),
+                    "error": status.get("error"),
+                    "auth_url": status.get("auth_url"),
+                    "has_oauth": oauth_cfg is not None,
+                    "needs_oauth": needs_oauth,
+                })
+            return result
+        finally:
+            db.close()
+
+    @router.post("/servers")
+    async def add_server(
+        request: Request,
+        name: str = Form(...),
+        transport: str = Form("stdio"),
+        command: str = Form(None),
+        args: str = Form("[]"),
+        env: str = Form("{}"),
+        url: str = Form(None),
+        oauth_file: str = Form(None),
+        oauth_config: str = Form(None),
+    ):
+        """Add a new MCP server config and attempt connection. Admin-only:
+        registering a stdio server is equivalent to executing arbitrary
+        binaries on the host."""
+        require_admin(request)
+        server_id = str(uuid.uuid4())[:8]
+
+        # Validate
+        if transport == "stdio" and not command:
+            raise HTTPException(400, "command is required for stdio transport")
+        if transport == "sse" and not url:
+            raise HTTPException(400, "url is required for SSE transport")
+        if transport == "http" and not url:
+            raise HTTPException(400, "url is required for HTTP transport")
+
+        # Parse JSON fields
+        try:
+            parsed_args = json.loads(args) if args else []
+        except json.JSONDecodeError:
+            parsed_args = []
+        try:
+            parsed_env = json.loads(env) if env else {}
+        except json.JSONDecodeError:
+            parsed_env = {}
+        if not isinstance(parsed_env, dict):
+            parsed_env = {}
+
+        # Parse OAuth config
+        parsed_oauth_config = None
+        if oauth_config:
+            try:
+                parsed_oauth_config = _sanitize_mcp_oauth_config(json.loads(oauth_config))
+            except json.JSONDecodeError:
+                pass
+        _apply_mcp_oauth_env(parsed_env, parsed_oauth_config)
+
+        # Write OAuth credentials file if provided (for Google MCP servers)
+        logger.info(f"MCP add_server: oauth_file={oauth_file!r}")
+        if oauth_file:
+            try:
+                oauth_data = json.loads(oauth_file)
+                oauth_dir = _resolve_mcp_oauth_path(oauth_data.get("dir", ""), "dir")
+                oauth_filename = oauth_data.get("filename", "")
+                client_id = oauth_data.get("client_id", "")
+                client_secret = oauth_data.get("client_secret", "")
+                if oauth_dir and oauth_filename and client_id and client_secret:
+                    filepath = _resolve_mcp_oauth_path(
+                        Path(oauth_dir) / str(oauth_filename),
+                        "filename",
+                    )
+                    os.makedirs(os.path.dirname(filepath), exist_ok=True)
+                    creds = {
+                        "installed": {
+                            "client_id": client_id,
+                            "client_secret": client_secret,
+                            "redirect_uris": ["http://localhost"],
+                            "auth_uri": "https://accounts.google.com/o/oauth2/auth",
+                            "token_uri": "https://accounts.google.com/o/oauth2/token",
+                        }
+                    }
+                    with open(filepath, "w", encoding="utf-8") as f:
+                        json.dump(creds, f, indent=2)
+                    logger.info(f"Wrote OAuth credentials to {filepath}")
+                    parsed_env.pop("GOOGLE_CLIENT_ID", None)
+                    parsed_env.pop("GOOGLE_CLIENT_SECRET", None)
+            except (json.JSONDecodeError, OSError) as e:
+                logger.warning(f"Failed to write OAuth file: {e}")
+
+        # Save to DB
+        db = SessionLocal()
+        try:
+            srv = McpServer(
+                id=server_id,
+                name=name,
+                transport=transport,
+                command=command,
+                args=json.dumps(parsed_args),
+                env=json.dumps(parsed_env),
+                url=url,
+                is_enabled=True,
+                oauth_config=json.dumps(parsed_oauth_config) if parsed_oauth_config else None,
+            )
+            db.add(srv)
+            db.commit()
+        finally:
+            db.close()
+
+        # Check if OAuth token already exists — skip connection attempt if not
+        needs_oauth = False
+        if parsed_oauth_config:
+            needs_oauth = _mcp_oauth_token_missing(parsed_oauth_config)
+
+        connected = False
+        if not needs_oauth:
+            connected = await mcp_manager.connect_server(
+                server_id=server_id,
+                name=name,
+                transport=transport,
+                command=command,
+                args=parsed_args,
+                env=parsed_env,
+                url=url,
+            )
+
+        status = mcp_manager.get_server_status(server_id)
+        needs_auth = status.get("status") == "needs_auth"
+        return {
+            "id": server_id,
+            "name": name,
+            "connected": connected,
+            "status": "needs_oauth" if needs_oauth else status.get("status", "disconnected"),
+            "tool_count": status.get("tool_count", 0),
+            "error": "OAuth authorization required" if needs_oauth else status.get("error"),
+            "needs_oauth": needs_oauth,
+            "needs_auth": needs_auth,
+            "auth_url": status.get("auth_url"),
+        }
+
+    @router.post("/servers/{server_id}/reconnect")
+    async def reconnect_server(server_id: str, request: Request):
+        """Reconnect to an MCP server."""
+        require_admin(request)
+        db = SessionLocal()
+        try:
+            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
+            if not srv:
+                raise HTTPException(404, "Server not found")
+
+            await mcp_manager.disconnect_server(server_id)
+
+            args = json.loads(srv.args) if srv.args else []
+            env = json.loads(srv.env) if srv.env else {}
+            connected = await mcp_manager.connect_server(
+                server_id=server_id,
+                name=srv.name,
+                transport=srv.transport,
+                command=srv.command,
+                args=args,
+                env=env,
+                url=srv.url,
+            )
+
+            status = mcp_manager.get_server_status(server_id)
+            return {
+                "connected": connected,
+                "status": status.get("status", "disconnected"),
+                "tool_count": status.get("tool_count", 0),
+                "error": status.get("error"),
+                "auth_url": status.get("auth_url"),
+                "needs_auth": status.get("status") == "needs_auth",
+            }
+        finally:
+            db.close()
+
+    @router.patch("/servers/{server_id}")
+    async def toggle_server(server_id: str, request: Request, is_enabled: str = Form(...)):
+        """Enable or disable an MCP server."""
+        require_admin(request)
+        db = SessionLocal()
+        try:
+            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
+            if not srv:
+                raise HTTPException(404, "Server not found")
+
+            enabled = str(is_enabled).lower() == "true"
+            srv.is_enabled = enabled
+            db.commit()
+
+            if enabled:
+                args = json.loads(srv.args) if srv.args else []
+                env = json.loads(srv.env) if srv.env else {}
+                await mcp_manager.connect_server(
+                    server_id=server_id,
+                    name=srv.name,
+                    transport=srv.transport,
+                    command=srv.command,
+                    args=args,
+                    env=env,
+                    url=srv.url,
+                )
+            else:
+                await mcp_manager.disconnect_server(server_id)
+
+            return {"id": server_id, "is_enabled": enabled}
+        finally:
+            db.close()
+
+    @router.delete("/servers/{server_id}")
+    async def delete_server(server_id: str, request: Request):
+        """Remove an MCP server."""
+        require_admin(request)
+        db = SessionLocal()
+        try:
+            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
+            if not srv:
+                raise HTTPException(404, "Server not found")
+
+            await mcp_manager.disconnect_server(server_id)
+
+            db.delete(srv)
+            db.commit()
+            return {"status": "deleted"}
+        finally:
+            db.close()
+
+    @router.get("/tools")
+    def list_tools(request: Request):
+        """List all discovered MCP tools across all connected servers."""
+        require_admin(request)
+        disabled_map = _load_disabled_map()
+        return mcp_manager.get_all_tools(disabled_map)
+
+    @router.get("/servers/{server_id}/tools")
+    def list_server_tools(server_id: str, request: Request):
+        """List all tools for a specific MCP server with enabled/disabled state."""
+        require_admin(request)
+        db = SessionLocal()
+        try:
+            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
+            if not srv:
+                raise HTTPException(404, "Server not found")
+            disabled_list = json.loads(srv.disabled_tools) if srv.disabled_tools else []
+            disabled_set = set(disabled_list)
+        finally:
+            db.close()
+
+        all_tools = mcp_manager.get_all_tools()
+        server_tools = [t for t in all_tools if t["server_id"] == server_id]
+        for t in server_tools:
+            t["is_disabled"] = t["name"] in disabled_set
+        return server_tools
+
+    @router.patch("/servers/{server_id}/tools")
+    async def update_disabled_tools(server_id: str, request: Request):
+        """Bulk update disabled tools list for a server.
+
+        Expects JSON body: {"disabled": ["tool_name_1", "tool_name_2"]}
+        """
+        require_admin(request)
+        db = SessionLocal()
+        try:
+            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
+            if not srv:
+                raise HTTPException(404, "Server not found")
+
+            body = await request.json()
+            disabled = body.get("disabled", [])
+            if not isinstance(disabled, list):
+                raise HTTPException(400, "disabled must be a list of tool names")
+
+            srv.disabled_tools = json.dumps(disabled) if disabled else None
+            db.commit()
+
+            return {"id": server_id, "disabled_count": len(disabled)}
+        finally:
+            db.close()
+
+    # ── OAuth flow for Google MCP servers ──────────────────────────
+
+    @router.get("/oauth/authorize/{server_id}")
+    def oauth_authorize(server_id: str, request: Request):
+        """Show OAuth authorization page with Google sign-in link."""
+        require_admin(request)
+        db = SessionLocal()
+        try:
+            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
+            if not srv:
+                raise HTTPException(404, "Server not found")
+            if not srv.oauth_config:
+                raise HTTPException(400, "Server has no OAuth config")
+
+            oauth_cfg = _sanitize_mcp_oauth_config(json.loads(srv.oauth_config))
+            keys_file = oauth_cfg.get("keys_file", "")
+            if not keys_file or not os.path.exists(keys_file):
+                raise HTTPException(400, "OAuth keys file not found")
+
+            with open(keys_file, encoding="utf-8") as f:
+                keys_data = json.load(f)
+            keys = keys_data.get("installed") or keys_data.get("web")
+            if not keys:
+                raise HTTPException(400, "Invalid OAuth keys file format")
+
+            client_id = keys["client_id"]
+            scopes = oauth_cfg.get("scopes", [])
+
+            # For Desktop App creds, default to localhost — the user will
+            # paste the resulting URL back if they're on a different device.
+            redirect_uri = _mcp_oauth_redirect_uri()
+
+            params = {
+                "client_id": client_id,
+                "redirect_uri": redirect_uri,
+                "response_type": "code",
+                "scope": " ".join(scopes),
+                "access_type": "offline",
+                "prompt": "consent",
+                "state": server_id,
+            }
+            auth_url = "https://accounts.google.com/o/oauth2/v2/auth?" + urllib.parse.urlencode(params)
+
+            # Determine if user is accessing from the same machine
+            host = request.headers.get("host", "")
+            is_local = host.startswith("localhost") or host.startswith("127.0.0.1")
+
+            if is_local:
+                # Same machine — just redirect, callback will work directly
+                return RedirectResponse(auth_url)
+            else:
+                # Remote device — show paste-back page
+                return HTMLResponse(_oauth_authorize_page(auth_url, server_id, redirect_uri))
+        finally:
+            db.close()
+
+    @router.get("/oauth/callback")
+    async def oauth_callback(code: str, state: str, request: Request):
+        """Handle OAuth callback. Generic MCP OAuth flows resolve via the
+        pending-state registry; Google flows fall through to the legacy path."""
+        require_admin(request)
+        from src.mcp_oauth import resolve_pending
+        if resolve_pending(state, code):
+            return HTMLResponse(_oauth_result_page(
+                "Authorization Successful",
+                "The MCP server is connecting. You can close this window and return to Odysseus.",
+                success=True,
+            ))
+        # Legacy Google path: state is the server_id
+        return await _exchange_and_connect(state, code, request)
+
+    @router.post("/oauth/exchange/{server_id}")
+    async def oauth_exchange(server_id: str, request: Request, callback_url: str = Form(...)):
+        """Manual code exchange — user pastes the callback URL from their browser."""
+        require_admin(request)
+        try:
+            parsed = urllib.parse.urlparse(callback_url)
+            params = urllib.parse.parse_qs(parsed.query)
+            code = params.get("code", [None])[0]
+            if not code:
+                return HTMLResponse(_oauth_result_page("Error", "No authorization code found in the URL. Make sure you copied the full URL from your browser."), status_code=400)
+        except Exception:
+            return HTMLResponse(_oauth_result_page("Error", "Invalid URL format."), status_code=400)
+
+        # Generic MCP OAuth: if the pasted URL carries a state we are waiting on,
+        # resolve it directly (the background connect finishes the handshake).
+        state = params.get("state", [None])[0]
+        from src.mcp_oauth import resolve_pending
+        if state and resolve_pending(state, code):
+            return HTMLResponse(_oauth_result_page(
+                "Authorization Successful",
+                "The MCP server is connecting. You can close this window and return to Odysseus.",
+                success=True,
+            ))
+
+        return await _exchange_and_connect(server_id, code, request)
+
+    async def _exchange_and_connect(server_id: str, code: str, request: Request):
+        """Exchange auth code for tokens and connect the MCP server."""
+        db = SessionLocal()
+        try:
+            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
+            if not srv:
+                return HTMLResponse(_oauth_result_page("Error", "Server not found."), status_code=404)
+            if not srv.oauth_config:
+                return HTMLResponse(_oauth_result_page("Error", "No OAuth config."), status_code=400)
+
+            oauth_cfg = _sanitize_mcp_oauth_config(json.loads(srv.oauth_config))
+            keys_file = oauth_cfg.get("keys_file", "")
+            token_file = oauth_cfg.get("token_file", "")
+            if not keys_file or not token_file:
+                raise HTTPException(400, "OAuth keys/token file not configured")
+
+            with open(keys_file, encoding="utf-8") as f:
+                keys_data = json.load(f)
+            keys = keys_data.get("installed") or keys_data.get("web")
+            client_id = keys["client_id"]
+            client_secret = keys["client_secret"]
+
+            redirect_uri = _mcp_oauth_redirect_uri()
+
+            async with httpx.AsyncClient() as client:
+                resp = await client.post(
+                    "https://oauth2.googleapis.com/token",
+                    data={
+                        "code": code,
+                        "client_id": client_id,
+                        "client_secret": client_secret,
+                        "redirect_uri": redirect_uri,
+                        "grant_type": "authorization_code",
+                    },
+                )
+
+            if resp.status_code != 200:
+                err = resp.text
+                logger.error(f"OAuth token exchange failed: {err}")
+                return HTMLResponse(_oauth_result_page("Authorization Failed", f"Google returned an error: {err}"), status_code=400)
+
+            tokens = resp.json()
+            logger.info(f"OAuth tokens received for server {server_id}")
+
+            # Save tokens to the file the MCP package expects
+            os.makedirs(os.path.dirname(token_file), exist_ok=True)
+            with open(token_file, "w", encoding="utf-8") as f:
+                json.dump(tokens, f, indent=2)
+            logger.info(f"Saved OAuth tokens to {token_file}")
+
+            # Attempt to connect the MCP server now
+            args = json.loads(srv.args) if srv.args else []
+            env = json.loads(srv.env) if srv.env else {}
+            connected = await mcp_manager.connect_server(
+                server_id=server_id,
+                name=srv.name,
+                transport=srv.transport,
+                command=srv.command,
+                args=args,
+                env=env,
+                url=srv.url,
+            )
+
+            if connected:
+                status = mcp_manager.get_server_status(server_id)
+                tool_count = status.get("tool_count", 0)
+                return HTMLResponse(_oauth_result_page(
+                    "Authorization Successful",
+                    f"{srv.name} connected with {tool_count} tools. You can close this window.",
+                    success=True,
+                ))
+            else:
+                status = mcp_manager.get_server_status(server_id)
+                return HTMLResponse(_oauth_result_page(
+                    "Authorized but Connection Failed",
+                    f"Tokens saved, but the server failed to connect: {status.get('error', 'unknown error')}. Try reconnecting from Settings.",
+                ))
+        except HTTPException as e:
+            logger.warning(f"OAuth callback rejected: {e.detail}")
+            return HTMLResponse(_oauth_result_page("Error", str(e.detail)), status_code=e.status_code)
+        except Exception as e:
+            logger.exception(f"OAuth callback error: {e}")
+            return HTMLResponse(_oauth_result_page("Error", str(e)), status_code=500)
+        finally:
+            db.close()
+
+    return router
+
+
+def _oauth_authorize_page(
+    auth_url: str,
+    server_id: str,
+    redirect_uri: str,
+) -> str:
+    """Page with Google sign-in link and URL paste-back form for remote access."""
+    # Escape values interpolated into the page: `server_id` comes from the OAuth
+    # state and is not trusted.
+    auth_url = html.escape(auth_url, quote=True)
+    server_id = html.escape(server_id, quote=True)
+    redirect_uri = html.escape(redirect_uri, quote=True)
+    return f"""<!DOCTYPE html>
+<html><head>
+<meta charset="UTF-8"><title>Authorize — Odysseus</title>
+<style>
+  body {{ font-family: 'Fira Code', monospace; background: #0f0f0f; color: #e0e0e0;
+    display: flex; justify-content: center; align-items: center; min-height: 100vh; }}
+  .card {{ background: #1a1a1a; border: 1px solid #333; border-radius: 12px;
+    padding: 2rem; max-width: 480px; text-align: center; }}
+  h2 {{ color: #e06c75; margin-bottom: 0.5rem; font-size: 1.1rem; }}
+  p {{ color: #aaa; font-size: 0.82rem; line-height: 1.6; margin: 0.8rem 0; }}
+  .step {{ text-align: left; color: #ccc; font-size: 0.82rem; line-height: 1.7; margin: 1rem 0; }}
+  .step b {{ color: #e06c75; }}
+  a.auth-link {{
+    display: inline-block; margin: 1rem 0; padding: 0.6rem 1.5rem;
+    background: #e06c75; color: #fff; text-decoration: none; border-radius: 6px;
+    font-weight: 600; font-size: 0.9rem;
+  }}
+  a.auth-link:hover {{ background: #c55; }}
+  input[type=text] {{
+    width: 100%; padding: 0.5rem; margin: 0.5rem 0;
+    background: #0f0f0f; border: 1px solid #333; border-radius: 6px;
+    color: #e0e0e0; font-family: 'Fira Code', monospace; font-size: 0.8rem;
+  }}
+  input:focus {{ outline: none; border-color: #e06c75; }}
+  button {{
+    padding: 0.5rem 1.5rem; border: none; border-radius: 6px;
+    background: #e06c75; color: #fff; font-weight: 600; cursor: pointer;
+    font-family: 'Fira Code', monospace; font-size: 0.85rem; margin-top: 0.3rem;
+  }}
+  button:hover {{ background: #c55; }}
+  .divider {{ border-top: 1px solid #333; margin: 1.2rem 0; }}
+</style></head>
+<body><div class="card">
+  <h2>Authorize Google Account</h2>
+  <div class="step">
+    <b>1.</b> Click the button below to sign in with Google<br>
+    <b>2.</b> After approving, your browser will show an error page — that's normal<br>
+    <b>3.</b> Copy the full URL from your browser's address bar<br>
+    <b>4.</b> Paste it below and click Connect
+  </div>
+  <a class="auth-link" href="{auth_url}" target="_blank" rel="noopener">Sign in with Google</a>
+  <div class="divider"></div>
+  <!-- Relative action: the browser resolves it against the origin this page was
+       served from, so the form follows the user through any proxy without the
+       app having to know the scheme or the host. An absolute http:// action is
+       blocked as mixed content on exactly the HTTPS deployments that need
+       paste-back, and request.url.scheme cannot be trusted to spot them —
+       uvicorn only honours X-Forwarded-Proto from a peer in
+       --forwarded-allow-ips, which defaults to 127.0.0.1 and excludes a proxy
+       arriving over the Docker bridge. -->
+  <form method="POST" action="/api/mcp/oauth/exchange/{server_id}">
+    <p>Paste the URL from your browser after signing in:</p>
+    <input type="text" name="callback_url" placeholder="{redirect_uri}?code=..." required>
+    <br><button type="submit">Connect</button>
+  </form>
+</div></body></html>"""
+
+
+def _oauth_result_page(title: str, message: str, success: bool = False) -> str:
+    """Generate a simple HTML page for the OAuth result."""
+    safe_title = html.escape(title)
+    safe_message = html.escape(message)
+    color = "#00661a" if success else "#e06c75"
+    icon = "&#10003;" if success else "&#10007;"
+    return f"""<!DOCTYPE html>
+<html><head>
+<meta charset="UTF-8"><title>{safe_title}</title>
+<style>
+  body {{ font-family: 'Fira Code', monospace; background: #0f0f0f; color: #e0e0e0;
+    display: flex; justify-content: center; align-items: center; min-height: 100vh; }}
+  .card {{ background: #1a1a1a; border: 1px solid #333; border-radius: 12px;
+    padding: 2rem; max-width: 420px; text-align: center; }}
+  .icon {{ font-size: 3rem; color: {color}; margin-bottom: 1rem; }}
+  h2 {{ color: {color}; margin-bottom: 0.5rem; font-size: 1.1rem; }}
+  p {{ color: #aaa; font-size: 0.85rem; line-height: 1.5; }}
+</style></head>
+<body><div class="card">
+  <div class="icon">{icon}</div>
+  <h2>{safe_title}</h2>
+  <p>{safe_message}</p>
+</div></body></html>"""

routes/mcp_routes.py

@@ -1,697 +1,18 @@
-# routes/mcp_routes.py
-"""MCP (Model Context Protocol) server management routes."""
-import json
-import os
-import uuid
-import urllib.parse
-import html
-from pathlib import Path
-from fastapi import APIRouter, Form, HTTPException, Request
-from fastapi.responses import RedirectResponse, HTMLResponse
-import logging
-import httpx
+"""Backward-compat shim — canonical location is routes/mcp/mcp_routes.py.
 
-from core.database import McpServer, SessionLocal
-from core.middleware import require_admin
-from src.constants import DATA_DIR, MCP_OAUTH_DIR
-from src.mcp_manager import McpManager
+This module is replaced in ``sys.modules`` by the canonical module object so
+that ``import routes.mcp_routes``, ``from routes.mcp_routes import X``,
+``importlib.import_module("routes.mcp_routes")``, the
+``sys.modules.pop("routes.mcp_routes")`` + re-import pattern in
+test_security_regressions.py, and the ``monkeypatch.setattr(mcp_routes,
+"MCP_OAUTH_DIR", ...)`` pattern all operate on the *same* object. This also
+makes ``mcp_routes.__file__`` resolve to the canonical file (which the
+source-introspection at line 839 reads). Keeps existing import paths working
+after slice 2o (#4082/#4071).
+"""
 
-logger = logging.getLogger(__name__)
+import sys as _sys
 
-router = APIRouter(prefix="/api/mcp", tags=["mcp"])
+from routes.mcp import mcp_routes as _canonical  # noqa: F401
 
-
-def _mcp_oauth_base_dir() -> Path:
-    """Directory that may contain OAuth files managed by Odysseus."""
-    return Path(MCP_OAUTH_DIR).resolve(strict=False)
-
-
-def _resolve_mcp_oauth_path(raw_path, field_name: str) -> str:
-    """Resolve an MCP OAuth path and keep it under DATA_DIR/mcp_oauth."""
-    raw = str(raw_path or "").strip()
-    if not raw:
-        return ""
-
-    base = _mcp_oauth_base_dir()
-    path = Path(os.path.expanduser(raw))
-    if not path.is_absolute():
-        path = base / path
-    resolved = path.resolve(strict=False)
-
-    try:
-        resolved.relative_to(base)
-    except ValueError as exc:
-        raise HTTPException(
-            400,
-            f"Invalid OAuth {field_name}: path must stay under {base}",
-        ) from exc
-    return str(resolved)
-
-
-def _sanitize_mcp_oauth_config(oauth_cfg):
-    """Return an OAuth config copy with file paths confined to mcp_oauth."""
-    if not oauth_cfg:
-        return oauth_cfg
-    if not isinstance(oauth_cfg, dict):
-        return {}
-    sanitized = dict(oauth_cfg)
-    for field_name in ("keys_file", "token_file"):
-        if sanitized.get(field_name):
-            sanitized[field_name] = _resolve_mcp_oauth_path(
-                sanitized[field_name],
-                field_name,
-            )
-    return sanitized
-
-
-def _mcp_oauth_token_missing(oauth_cfg, *, strict: bool = True) -> bool:
-    """Check token existence without letting legacy bad paths break listing."""
-    if not isinstance(oauth_cfg, dict):
-        return False
-    try:
-        token_file = _resolve_mcp_oauth_path(oauth_cfg.get("token_file", ""), "token_file")
-    except HTTPException:
-        if strict:
-            raise
-        logger.warning("Ignoring MCP OAuth config with unsafe token_file")
-        return True
-    return bool(token_file and not os.path.exists(token_file))
-
-
-def _apply_mcp_oauth_env(env: dict, oauth_cfg) -> None:
-    """Pass sanitized Gmail package paths to MCP servers that honor them."""
-    if not oauth_cfg or not isinstance(env, dict):
-        return
-    keys_file = oauth_cfg.get("keys_file")
-    token_file = oauth_cfg.get("token_file")
-    if keys_file:
-        env["GMAIL_OAUTH_PATH"] = keys_file
-    if token_file:
-        env["GMAIL_CREDENTIALS_PATH"] = token_file
-
-
-def _load_disabled_map():
-    """Load per-server disabled tool sets from DB."""
-    db = SessionLocal()
-    try:
-        disabled_map = {}
-        for srv in db.query(McpServer).all():
-            if srv.disabled_tools:
-                try:
-                    names = json.loads(srv.disabled_tools)
-                    if names:
-                        disabled_map[srv.id] = set(names)
-                except (json.JSONDecodeError, TypeError):
-                    pass
-        return disabled_map
-    finally:
-        db.close()
-
-
-def _mcp_oauth_redirect_uri() -> str:
-    """Shared callback URL for legacy Google and generic MCP OAuth flows."""
-    from src.mcp_oauth import REDIRECT_URI
-    return REDIRECT_URI
-
-
-def setup_mcp_routes(mcp_manager: McpManager):
-    """Setup MCP routes with the provided manager."""
-
-    @router.get("/servers")
-    def list_servers(request: Request):
-        """List all configured MCP servers with connection status."""
-        require_admin(request)
-        db = SessionLocal()
-        try:
-            servers = db.query(McpServer).all()
-            result = []
-            for srv in servers:
-                status = mcp_manager.get_server_status(srv.id)
-                oauth_cfg = json.loads(srv.oauth_config) if srv.oauth_config else None
-                needs_oauth = False
-                if oauth_cfg:
-                    needs_oauth = _mcp_oauth_token_missing(oauth_cfg, strict=False)
-                disabled_list = json.loads(srv.disabled_tools) if srv.disabled_tools else []
-                total_tools = status.get("tool_count", 0)
-                result.append({
-                    "id": srv.id,
-                    "name": srv.name,
-                    "transport": srv.transport,
-                    "command": srv.command,
-                    "args": json.loads(srv.args) if srv.args else [],
-                    "env": json.loads(srv.env) if srv.env else {},
-                    "url": srv.url,
-                    "is_enabled": srv.is_enabled,
-                    "status": status.get("status", "disconnected"),
-                    "tool_count": total_tools,
-                    "disabled_tool_count": len(disabled_list),
-                    "enabled_tool_count": max(0, total_tools - len(disabled_list)),
-                    "error": status.get("error"),
-                    "auth_url": status.get("auth_url"),
-                    "has_oauth": oauth_cfg is not None,
-                    "needs_oauth": needs_oauth,
-                })
-            return result
-        finally:
-            db.close()
-
-    @router.post("/servers")
-    async def add_server(
-        request: Request,
-        name: str = Form(...),
-        transport: str = Form("stdio"),
-        command: str = Form(None),
-        args: str = Form("[]"),
-        env: str = Form("{}"),
-        url: str = Form(None),
-        oauth_file: str = Form(None),
-        oauth_config: str = Form(None),
-    ):
-        """Add a new MCP server config and attempt connection. Admin-only:
-        registering a stdio server is equivalent to executing arbitrary
-        binaries on the host."""
-        require_admin(request)
-        server_id = str(uuid.uuid4())[:8]
-
-        # Validate
-        if transport == "stdio" and not command:
-            raise HTTPException(400, "command is required for stdio transport")
-        if transport == "sse" and not url:
-            raise HTTPException(400, "url is required for SSE transport")
-        if transport == "http" and not url:
-            raise HTTPException(400, "url is required for HTTP transport")
-
-        # Parse JSON fields
-        try:
-            parsed_args = json.loads(args) if args else []
-        except json.JSONDecodeError:
-            parsed_args = []
-        try:
-            parsed_env = json.loads(env) if env else {}
-        except json.JSONDecodeError:
-            parsed_env = {}
-        if not isinstance(parsed_env, dict):
-            parsed_env = {}
-
-        # Parse OAuth config
-        parsed_oauth_config = None
-        if oauth_config:
-            try:
-                parsed_oauth_config = _sanitize_mcp_oauth_config(json.loads(oauth_config))
-            except json.JSONDecodeError:
-                pass
-        _apply_mcp_oauth_env(parsed_env, parsed_oauth_config)
-
-        # Write OAuth credentials file if provided (for Google MCP servers)
-        logger.info(f"MCP add_server: oauth_file={oauth_file!r}")
-        if oauth_file:
-            try:
-                oauth_data = json.loads(oauth_file)
-                oauth_dir = _resolve_mcp_oauth_path(oauth_data.get("dir", ""), "dir")
-                oauth_filename = oauth_data.get("filename", "")
-                client_id = oauth_data.get("client_id", "")
-                client_secret = oauth_data.get("client_secret", "")
-                if oauth_dir and oauth_filename and client_id and client_secret:
-                    filepath = _resolve_mcp_oauth_path(
-                        Path(oauth_dir) / str(oauth_filename),
-                        "filename",
-                    )
-                    os.makedirs(os.path.dirname(filepath), exist_ok=True)
-                    creds = {
-                        "installed": {
-                            "client_id": client_id,
-                            "client_secret": client_secret,
-                            "redirect_uris": ["http://localhost"],
-                            "auth_uri": "https://accounts.google.com/o/oauth2/auth",
-                            "token_uri": "https://accounts.google.com/o/oauth2/token",
-                        }
-                    }
-                    with open(filepath, "w", encoding="utf-8") as f:
-                        json.dump(creds, f, indent=2)
-                    logger.info(f"Wrote OAuth credentials to {filepath}")
-                    parsed_env.pop("GOOGLE_CLIENT_ID", None)
-                    parsed_env.pop("GOOGLE_CLIENT_SECRET", None)
-            except (json.JSONDecodeError, OSError) as e:
-                logger.warning(f"Failed to write OAuth file: {e}")
-
-        # Save to DB
-        db = SessionLocal()
-        try:
-            srv = McpServer(
-                id=server_id,
-                name=name,
-                transport=transport,
-                command=command,
-                args=json.dumps(parsed_args),
-                env=json.dumps(parsed_env),
-                url=url,
-                is_enabled=True,
-                oauth_config=json.dumps(parsed_oauth_config) if parsed_oauth_config else None,
-            )
-            db.add(srv)
-            db.commit()
-        finally:
-            db.close()
-
-        # Check if OAuth token already exists — skip connection attempt if not
-        needs_oauth = False
-        if parsed_oauth_config:
-            needs_oauth = _mcp_oauth_token_missing(parsed_oauth_config)
-
-        connected = False
-        if not needs_oauth:
-            connected = await mcp_manager.connect_server(
-                server_id=server_id,
-                name=name,
-                transport=transport,
-                command=command,
-                args=parsed_args,
-                env=parsed_env,
-                url=url,
-            )
-
-        status = mcp_manager.get_server_status(server_id)
-        needs_auth = status.get("status") == "needs_auth"
-        return {
-            "id": server_id,
-            "name": name,
-            "connected": connected,
-            "status": "needs_oauth" if needs_oauth else status.get("status", "disconnected"),
-            "tool_count": status.get("tool_count", 0),
-            "error": "OAuth authorization required" if needs_oauth else status.get("error"),
-            "needs_oauth": needs_oauth,
-            "needs_auth": needs_auth,
-            "auth_url": status.get("auth_url"),
-        }
-
-    @router.post("/servers/{server_id}/reconnect")
-    async def reconnect_server(server_id: str, request: Request):
-        """Reconnect to an MCP server."""
-        require_admin(request)
-        db = SessionLocal()
-        try:
-            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
-            if not srv:
-                raise HTTPException(404, "Server not found")
-
-            await mcp_manager.disconnect_server(server_id)
-
-            args = json.loads(srv.args) if srv.args else []
-            env = json.loads(srv.env) if srv.env else {}
-            connected = await mcp_manager.connect_server(
-                server_id=server_id,
-                name=srv.name,
-                transport=srv.transport,
-                command=srv.command,
-                args=args,
-                env=env,
-                url=srv.url,
-            )
-
-            status = mcp_manager.get_server_status(server_id)
-            return {
-                "connected": connected,
-                "status": status.get("status", "disconnected"),
-                "tool_count": status.get("tool_count", 0),
-                "error": status.get("error"),
-                "auth_url": status.get("auth_url"),
-                "needs_auth": status.get("status") == "needs_auth",
-            }
-        finally:
-            db.close()
-
-    @router.patch("/servers/{server_id}")
-    async def toggle_server(server_id: str, request: Request, is_enabled: str = Form(...)):
-        """Enable or disable an MCP server."""
-        require_admin(request)
-        db = SessionLocal()
-        try:
-            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
-            if not srv:
-                raise HTTPException(404, "Server not found")
-
-            enabled = str(is_enabled).lower() == "true"
-            srv.is_enabled = enabled
-            db.commit()
-
-            if enabled:
-                args = json.loads(srv.args) if srv.args else []
-                env = json.loads(srv.env) if srv.env else {}
-                await mcp_manager.connect_server(
-                    server_id=server_id,
-                    name=srv.name,
-                    transport=srv.transport,
-                    command=srv.command,
-                    args=args,
-                    env=env,
-                    url=srv.url,
-                )
-            else:
-                await mcp_manager.disconnect_server(server_id)
-
-            return {"id": server_id, "is_enabled": enabled}
-        finally:
-            db.close()
-
-    @router.delete("/servers/{server_id}")
-    async def delete_server(server_id: str, request: Request):
-        """Remove an MCP server."""
-        require_admin(request)
-        db = SessionLocal()
-        try:
-            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
-            if not srv:
-                raise HTTPException(404, "Server not found")
-
-            await mcp_manager.disconnect_server(server_id)
-
-            db.delete(srv)
-            db.commit()
-            return {"status": "deleted"}
-        finally:
-            db.close()
-
-    @router.get("/tools")
-    def list_tools(request: Request):
-        """List all discovered MCP tools across all connected servers."""
-        require_admin(request)
-        disabled_map = _load_disabled_map()
-        return mcp_manager.get_all_tools(disabled_map)
-
-    @router.get("/servers/{server_id}/tools")
-    def list_server_tools(server_id: str, request: Request):
-        """List all tools for a specific MCP server with enabled/disabled state."""
-        require_admin(request)
-        db = SessionLocal()
-        try:
-            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
-            if not srv:
-                raise HTTPException(404, "Server not found")
-            disabled_list = json.loads(srv.disabled_tools) if srv.disabled_tools else []
-            disabled_set = set(disabled_list)
-        finally:
-            db.close()
-
-        all_tools = mcp_manager.get_all_tools()
-        server_tools = [t for t in all_tools if t["server_id"] == server_id]
-        for t in server_tools:
-            t["is_disabled"] = t["name"] in disabled_set
-        return server_tools
-
-    @router.patch("/servers/{server_id}/tools")
-    async def update_disabled_tools(server_id: str, request: Request):
-        """Bulk update disabled tools list for a server.
-
-        Expects JSON body: {"disabled": ["tool_name_1", "tool_name_2"]}
-        """
-        require_admin(request)
-        db = SessionLocal()
-        try:
-            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
-            if not srv:
-                raise HTTPException(404, "Server not found")
-
-            body = await request.json()
-            disabled = body.get("disabled", [])
-            if not isinstance(disabled, list):
-                raise HTTPException(400, "disabled must be a list of tool names")
-
-            srv.disabled_tools = json.dumps(disabled) if disabled else None
-            db.commit()
-
-            return {"id": server_id, "disabled_count": len(disabled)}
-        finally:
-            db.close()
-
-    # ── OAuth flow for Google MCP servers ──────────────────────────
-
-    @router.get("/oauth/authorize/{server_id}")
-    def oauth_authorize(server_id: str, request: Request):
-        """Show OAuth authorization page with Google sign-in link."""
-        require_admin(request)
-        db = SessionLocal()
-        try:
-            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
-            if not srv:
-                raise HTTPException(404, "Server not found")
-            if not srv.oauth_config:
-                raise HTTPException(400, "Server has no OAuth config")
-
-            oauth_cfg = _sanitize_mcp_oauth_config(json.loads(srv.oauth_config))
-            keys_file = oauth_cfg.get("keys_file", "")
-            if not keys_file or not os.path.exists(keys_file):
-                raise HTTPException(400, "OAuth keys file not found")
-
-            with open(keys_file, encoding="utf-8") as f:
-                keys_data = json.load(f)
-            keys = keys_data.get("installed") or keys_data.get("web")
-            if not keys:
-                raise HTTPException(400, "Invalid OAuth keys file format")
-
-            client_id = keys["client_id"]
-            scopes = oauth_cfg.get("scopes", [])
-
-            # For Desktop App creds, default to localhost — the user will
-            # paste the resulting URL back if they're on a different device.
-            redirect_uri = _mcp_oauth_redirect_uri()
-
-            params = {
-                "client_id": client_id,
-                "redirect_uri": redirect_uri,
-                "response_type": "code",
-                "scope": " ".join(scopes),
-                "access_type": "offline",
-                "prompt": "consent",
-                "state": server_id,
-            }
-            auth_url = "https://accounts.google.com/o/oauth2/v2/auth?" + urllib.parse.urlencode(params)
-
-            # Determine if user is accessing from the same machine
-            host = request.headers.get("host", "")
-            is_local = host.startswith("localhost") or host.startswith("127.0.0.1")
-
-            if is_local:
-                # Same machine — just redirect, callback will work directly
-                return RedirectResponse(auth_url)
-            else:
-                # Remote device — show paste-back page
-                return HTMLResponse(_oauth_authorize_page(auth_url, server_id, host, redirect_uri))
-        finally:
-            db.close()
-
-    @router.get("/oauth/callback")
-    async def oauth_callback(code: str, state: str, request: Request):
-        """Handle OAuth callback. Generic MCP OAuth flows resolve via the
-        pending-state registry; Google flows fall through to the legacy path."""
-        require_admin(request)
-        from src.mcp_oauth import resolve_pending
-        if resolve_pending(state, code):
-            return HTMLResponse(_oauth_result_page(
-                "Authorization Successful",
-                "The MCP server is connecting. You can close this window and return to Odysseus.",
-                success=True,
-            ))
-        # Legacy Google path: state is the server_id
-        return await _exchange_and_connect(state, code, request)
-
-    @router.post("/oauth/exchange/{server_id}")
-    async def oauth_exchange(server_id: str, request: Request, callback_url: str = Form(...)):
-        """Manual code exchange — user pastes the callback URL from their browser."""
-        require_admin(request)
-        try:
-            parsed = urllib.parse.urlparse(callback_url)
-            params = urllib.parse.parse_qs(parsed.query)
-            code = params.get("code", [None])[0]
-            if not code:
-                return HTMLResponse(_oauth_result_page("Error", "No authorization code found in the URL. Make sure you copied the full URL from your browser."), status_code=400)
-        except Exception:
-            return HTMLResponse(_oauth_result_page("Error", "Invalid URL format."), status_code=400)
-
-        # Generic MCP OAuth: if the pasted URL carries a state we are waiting on,
-        # resolve it directly (the background connect finishes the handshake).
-        state = params.get("state", [None])[0]
-        from src.mcp_oauth import resolve_pending
-        if state and resolve_pending(state, code):
-            return HTMLResponse(_oauth_result_page(
-                "Authorization Successful",
-                "The MCP server is connecting. You can close this window and return to Odysseus.",
-                success=True,
-            ))
-
-        return await _exchange_and_connect(server_id, code, request)
-
-    async def _exchange_and_connect(server_id: str, code: str, request: Request):
-        """Exchange auth code for tokens and connect the MCP server."""
-        db = SessionLocal()
-        try:
-            srv = db.query(McpServer).filter(McpServer.id == server_id).first()
-            if not srv:
-                return HTMLResponse(_oauth_result_page("Error", "Server not found."), status_code=404)
-            if not srv.oauth_config:
-                return HTMLResponse(_oauth_result_page("Error", "No OAuth config."), status_code=400)
-
-            oauth_cfg = _sanitize_mcp_oauth_config(json.loads(srv.oauth_config))
-            keys_file = oauth_cfg.get("keys_file", "")
-            token_file = oauth_cfg.get("token_file", "")
-            if not keys_file or not token_file:
-                raise HTTPException(400, "OAuth keys/token file not configured")
-
-            with open(keys_file, encoding="utf-8") as f:
-                keys_data = json.load(f)
-            keys = keys_data.get("installed") or keys_data.get("web")
-            client_id = keys["client_id"]
-            client_secret = keys["client_secret"]
-
-            redirect_uri = _mcp_oauth_redirect_uri()
-
-            async with httpx.AsyncClient() as client:
-                resp = await client.post(
-                    "https://oauth2.googleapis.com/token",
-                    data={
-                        "code": code,
-                        "client_id": client_id,
-                        "client_secret": client_secret,
-                        "redirect_uri": redirect_uri,
-                        "grant_type": "authorization_code",
-                    },
-                )
-
-            if resp.status_code != 200:
-                err = resp.text
-                logger.error(f"OAuth token exchange failed: {err}")
-                return HTMLResponse(_oauth_result_page("Authorization Failed", f"Google returned an error: {err}"), status_code=400)
-
-            tokens = resp.json()
-            logger.info(f"OAuth tokens received for server {server_id}")
-
-            # Save tokens to the file the MCP package expects
-            os.makedirs(os.path.dirname(token_file), exist_ok=True)
-            with open(token_file, "w", encoding="utf-8") as f:
-                json.dump(tokens, f, indent=2)
-            logger.info(f"Saved OAuth tokens to {token_file}")
-
-            # Attempt to connect the MCP server now
-            args = json.loads(srv.args) if srv.args else []
-            env = json.loads(srv.env) if srv.env else {}
-            connected = await mcp_manager.connect_server(
-                server_id=server_id,
-                name=srv.name,
-                transport=srv.transport,
-                command=srv.command,
-                args=args,
-                env=env,
-                url=srv.url,
-            )
-
-            if connected:
-                status = mcp_manager.get_server_status(server_id)
-                tool_count = status.get("tool_count", 0)
-                return HTMLResponse(_oauth_result_page(
-                    "Authorization Successful",
-                    f"{srv.name} connected with {tool_count} tools. You can close this window.",
-                    success=True,
-                ))
-            else:
-                status = mcp_manager.get_server_status(server_id)
-                return HTMLResponse(_oauth_result_page(
-                    "Authorized but Connection Failed",
-                    f"Tokens saved, but the server failed to connect: {status.get('error', 'unknown error')}. Try reconnecting from Settings.",
-                ))
-        except HTTPException as e:
-            logger.warning(f"OAuth callback rejected: {e.detail}")
-            return HTMLResponse(_oauth_result_page("Error", str(e.detail)), status_code=e.status_code)
-        except Exception as e:
-            logger.exception(f"OAuth callback error: {e}")
-            return HTMLResponse(_oauth_result_page("Error", str(e)), status_code=500)
-        finally:
-            db.close()
-
-    return router
-
-
-def _oauth_authorize_page(
-    auth_url: str,
-    server_id: str,
-    host: str,
-    redirect_uri: str = "http://localhost:7000/api/mcp/oauth/callback",
-) -> str:
-    """Page with Google sign-in link and URL paste-back form for remote access."""
-    # Escape values interpolated into the page: `host` comes from the request
-    # Host header and `server_id` from the OAuth state — neither is trusted.
-    auth_url = html.escape(auth_url, quote=True)
-    server_id = html.escape(server_id, quote=True)
-    host = html.escape(host, quote=True)
-    redirect_uri = html.escape(redirect_uri, quote=True)
-    return f"""<!DOCTYPE html>
-<html><head>
-<meta charset="UTF-8"><title>Authorize — Odysseus</title>
-<style>
-  body {{ font-family: 'Fira Code', monospace; background: #0f0f0f; color: #e0e0e0;
-    display: flex; justify-content: center; align-items: center; min-height: 100vh; }}
-  .card {{ background: #1a1a1a; border: 1px solid #333; border-radius: 12px;
-    padding: 2rem; max-width: 480px; text-align: center; }}
-  h2 {{ color: #e06c75; margin-bottom: 0.5rem; font-size: 1.1rem; }}
-  p {{ color: #aaa; font-size: 0.82rem; line-height: 1.6; margin: 0.8rem 0; }}
-  .step {{ text-align: left; color: #ccc; font-size: 0.82rem; line-height: 1.7; margin: 1rem 0; }}
-  .step b {{ color: #e06c75; }}
-  a.auth-link {{
-    display: inline-block; margin: 1rem 0; padding: 0.6rem 1.5rem;
-    background: #e06c75; color: #fff; text-decoration: none; border-radius: 6px;
-    font-weight: 600; font-size: 0.9rem;
-  }}
-  a.auth-link:hover {{ background: #c55; }}
-  input[type=text] {{
-    width: 100%; padding: 0.5rem; margin: 0.5rem 0;
-    background: #0f0f0f; border: 1px solid #333; border-radius: 6px;
-    color: #e0e0e0; font-family: 'Fira Code', monospace; font-size: 0.8rem;
-  }}
-  input:focus {{ outline: none; border-color: #e06c75; }}
-  button {{
-    padding: 0.5rem 1.5rem; border: none; border-radius: 6px;
-    background: #e06c75; color: #fff; font-weight: 600; cursor: pointer;
-    font-family: 'Fira Code', monospace; font-size: 0.85rem; margin-top: 0.3rem;
-  }}
-  button:hover {{ background: #c55; }}
-  .divider {{ border-top: 1px solid #333; margin: 1.2rem 0; }}
-</style></head>
-<body><div class="card">
-  <h2>Authorize Google Account</h2>
-  <div class="step">
-    <b>1.</b> Click the button below to sign in with Google<br>
-    <b>2.</b> After approving, your browser will show an error page — that's normal<br>
-    <b>3.</b> Copy the full URL from your browser's address bar<br>
-    <b>4.</b> Paste it below and click Connect
-  </div>
-  <a class="auth-link" href="{auth_url}" target="_blank" rel="noopener">Sign in with Google</a>
-  <div class="divider"></div>
-  <form method="POST" action="http://{host}/api/mcp/oauth/exchange/{server_id}">
-    <p>Paste the URL from your browser after signing in:</p>
-    <input type="text" name="callback_url" placeholder="{redirect_uri}?code=..." required>
-    <br><button type="submit">Connect</button>
-  </form>
-</div></body></html>"""
-
-
-def _oauth_result_page(title: str, message: str, success: bool = False) -> str:
-    """Generate a simple HTML page for the OAuth result."""
-    safe_title = html.escape(title)
-    safe_message = html.escape(message)
-    color = "#00661a" if success else "#e06c75"
-    icon = "&#10003;" if success else "&#10007;"
-    return f"""<!DOCTYPE html>
-<html><head>
-<meta charset="UTF-8"><title>{safe_title}</title>
-<style>
-  body {{ font-family: 'Fira Code', monospace; background: #0f0f0f; color: #e0e0e0;
-    display: flex; justify-content: center; align-items: center; min-height: 100vh; }}
-  .card {{ background: #1a1a1a; border: 1px solid #333; border-radius: 12px;
-    padding: 2rem; max-width: 420px; text-align: center; }}
-  .icon {{ font-size: 3rem; color: {color}; margin-bottom: 1rem; }}
-  h2 {{ color: {color}; margin-bottom: 0.5rem; font-size: 1.1rem; }}
-  p {{ color: #aaa; font-size: 0.85rem; line-height: 1.5; }}
-</style></head>
-<body><div class="card">
-  <div class="icon">{icon}</div>
-  <h2>{safe_title}</h2>
-  <p>{safe_message}</p>
-</div></body></html>"""
+_sys.modules[__name__] = _canonical

routes/memory/memory_routes.py

@@ -21,7 +21,7 @@ def _strip_list_prefix(text: str) -> str:
         return text
     return _LIST_PREFIX_RE.sub("", text, count=1).strip()
 
-from services.memory import MemoryManager
+from services.memory import MemoryManager, MemoryStoreUnreadable
 from core.session_manager import SessionManager
 from src.request_models import MemoryAddRequest
 from core.database import SessionLocal
@@ -35,6 +35,22 @@ from src.upload_limits import read_upload_limited, MEMORY_IMPORT_MAX_BYTES
 logger = logging.getLogger(__name__)
 
 
+def _load_for_update(memory_manager) -> List[Dict[str, Any]]:
+    """Load the whole store for a read-modify-write cycle.
+
+    A transient read failure must not look like an empty store: the caller
+    would append to ``[]`` and save that back, atomically destroying every
+    existing memory (issue #5673). Surface it as a 503 and change nothing.
+    """
+    try:
+        return memory_manager.load_all_for_update()
+    except MemoryStoreUnreadable as e:
+        logger.error("Refusing to rewrite the memory store: %s", e)
+        raise HTTPException(
+            503, "Memory store is temporarily unreadable — no changes were made."
+        )
+
+
 def setup_memory_routes(memory_manager: MemoryManager, session_manager: SessionManager, memory_vector=None):
     """Set up memory-related routes."""
     router = APIRouter(prefix="/api/memory", tags=["memory"])
@@ -116,7 +132,7 @@ def setup_memory_routes(memory_manager: MemoryManager, session_manager: SessionM
         new_entry = memory_manager.add_entry(text, memory_data.source, memory_data.category, owner=user)
         if memory_data.session_id:
             new_entry["session_id"] = memory_data.session_id
-        all_mem = memory_manager.load_all()
+        all_mem = _load_for_update(memory_manager)
         all_mem.append(new_entry)
         memory_manager.save(all_mem)
         # Sync vector index
@@ -487,7 +503,7 @@ def setup_memory_routes(memory_manager: MemoryManager, session_manager: SessionM
     def pin_memory(request: Request, memory_id: str, pinned: bool = Form(True)):
         """Pin or unpin a memory. Pinned memories are always included in context."""
         user = _owner(request)
-        all_mem = memory_manager.load_all()
+        all_mem = _load_for_update(memory_manager)
         for i, memory in enumerate(all_mem):
             if memory["id"] == memory_id:
                 _verify_memory_owner(memory, user)
@@ -512,7 +528,7 @@ def setup_memory_routes(memory_manager: MemoryManager, session_manager: SessionM
     def update_memory(request: Request, memory_id: str, text: str = Form(...), category: str = Form(None)):
         """Update an existing memory item with new text and optional category."""
         user = _owner(request)
-        all_mem = memory_manager.load_all()
+        all_mem = _load_for_update(memory_manager)
         for i, memory in enumerate(all_mem):
             if memory["id"] == memory_id:
                 _verify_memory_owner(memory, user)
@@ -534,7 +550,7 @@ def setup_memory_routes(memory_manager: MemoryManager, session_manager: SessionM
     def delete_memory(request: Request, memory_id: str):
         """Delete a memory item by its ID."""
         user = _owner(request)
-        all_mem = memory_manager.load_all()
+        all_mem = _load_for_update(memory_manager)
 
         # Find and verify ownership before deleting
         target = next((m for m in all_mem if m["id"] == memory_id), None)

routes/model_routes.py

@@ -46,10 +46,12 @@ _ENDPOINT_SETTING_FIELDS = {
 }
 
 _ENDPOINT_FALLBACK_FIELDS = {
-    "default_model_fallbacks": "Default Model Fallbacks",
+    "foreground_model_fallbacks": "Foreground Model Fallbacks",
     "utility_model_fallbacks": "Utility Model Fallbacks",
     "vision_model_fallbacks":  "Vision Model Fallbacks",
 }
+# `default_model_fallbacks` is intentionally absent. The legacy data remains
+# stored as-is even when an endpoint is removed, but no longer affects routing.
 
 
 def _speech_settings_using_endpoint(settings: dict, ep_id: str) -> list:
@@ -179,7 +181,12 @@ def _clear_user_pref_endpoint_refs(all_prefs: dict, ep_id: str) -> int:
     if not isinstance(all_prefs, dict):
         return 0
     users = all_prefs.get("_users")
-    pref_sets = users.values() if isinstance(users, dict) else [all_prefs]
+    # A mixed store can contain auth-disabled foreground policy at the root
+    # alongside named-owner preferences. Both are active namespaces; legacy
+    # `default_model_fallbacks` remains untouched by the field allowlist.
+    pref_sets = [all_prefs]
+    if isinstance(users, dict):
+        pref_sets.extend(users.values())
     cleared_users = 0
     for prefs in pref_sets:
         if isinstance(prefs, dict) and _clear_endpoint_settings_for_endpoint(prefs, ep_id):
@@ -1344,14 +1351,14 @@ def _legacy_visible_api_models(ep) -> List[str]:
 def _picker_models_for_endpoint(ep, base_url: str, kind: str):
     """Return model IDs that should appear in the picker for an endpoint.
 
-    API providers expose remote inventory from /v1/models. Treat that cache as
-    inventory, not approval: only manually pinned API models should appear in
-    the picker. Local/self-hosted endpoints keep the older hide-list behavior.
+    API providers expose remote inventory from /v1/models. Default to that
+    visible inventory until an explicit pinned-model allow-list is saved.
+    Local/self-hosted endpoints keep the older hide-list behavior.
     """
     pinned = _normalize_model_ids(getattr(ep, "pinned_models", None))
     if _picker_requires_pinning(base_url, kind):
         if not _has_explicit_pinned_models(ep):
-            pinned = _legacy_visible_api_models(ep) if _hidden_model_ids(ep) else []
+            pinned = _legacy_visible_api_models(ep)
         return pinned, pinned
     return _visible_models(
         _cached_model_ids(ep),
@@ -2335,9 +2342,7 @@ def setup_model_routes(model_discovery):
                 else:
                     response.headers["X-Model-Refresh-Status"] = "failed"
                     response.headers["X-Model-Refresh-Warning"] = "Model refresh failed or returned no models; kept cached models."
-            pinned = _normalize_model_ids(getattr(ep, "pinned_models", None))
-            if picker_requires_pinning and not _has_explicit_pinned_models(ep):
-                pinned = _legacy_visible_api_models(ep)
+            _, pinned = _picker_models_for_endpoint(ep, base, kind)
             pinned_set = set(pinned)
             return [
                 {
@@ -2437,7 +2442,6 @@ def setup_model_routes(model_discovery):
             _user_prefs = _load_for_user(_user) or {}
             ep_id = (_user_prefs.get("default_endpoint_id") or "").strip()
             model = (_user_prefs.get("default_model") or "").strip()
-            _fallbacks = _user_prefs.get("default_model_fallbacks") or []
             # If user has no personal default, fall back to global default
             # But only based on the "share_defaults_with_users" flag
             # (only if share_defaults_with_users is enabled)
@@ -2446,12 +2450,9 @@ def setup_model_routes(model_discovery):
                     ep_id = settings.get("default_endpoint_id", "")
                 if not model:
                     model = settings.get("default_model", "")
-                if not _fallbacks:
-                    _fallbacks = settings.get("default_model_fallbacks") or []
         else:
             ep_id = settings.get("default_endpoint_id", "")
             model = settings.get("default_model", "")
-            _fallbacks = settings.get("default_model_fallbacks") or []
         db = SessionLocal()
         try:
             ep = None
@@ -2466,33 +2467,6 @@ def setup_model_routes(model_discovery):
                 if _user and not _is_admin:
                     ep_q = owner_filter(ep_q, ModelEndpoint, _user)
                 ep = ep_q.first()
-            # Configured fallback chain — when the chosen default endpoint is
-            # gone/disabled, honor the user's configured `default_model_fallbacks`
-            # in order BEFORE arbitrarily grabbing the first enabled endpoint.
-            # (Previously this jumped straight to "first enabled", which is why
-            # deleting/changing the main endpoint silently reassigned the default
-            # chat to some unrelated endpoint instead of the fallback.)
-            if not ep:
-                for entry in _fallbacks:
-                    if not isinstance(entry, dict):
-                        continue
-                    fid = (entry.get("endpoint_id") or "").strip()
-                    if not fid:
-                        continue
-                    cand_q = db.query(ModelEndpoint).filter(
-                        ModelEndpoint.id == fid, ModelEndpoint.is_enabled == True
-                    )
-                    if _user and not _is_admin:
-                        cand_q = owner_filter(cand_q, ModelEndpoint, _user)
-                    cand = cand_q.first()
-                    if cand:
-                        ep = cand
-                        # Use the fallback entry's model. Reset even when empty
-                        # so we don't carry the prior endpoint's stale model onto
-                        # this fallback — the cached-models lookup below then
-                        # fills it from the fallback endpoint.
-                        model = (entry.get("model") or "").strip()
-                        break
             # Last resort: first enabled endpoint owned by THIS user. Do not
             # include null-owner/shared endpoints here: a brand-new user with
             # no explicit default should not auto-open a pending chat using an

routes/personal_routes.py

@@ -1,11 +1,13 @@
 # routes/personal_routes.py
 """Routes for personal documents management."""
+import asyncio
 import os
 import logging
 import shutil
 import uuid
 from typing import Any, Dict, List, Tuple
 from fastapi import APIRouter, HTTPException, Query, Request, UploadFile, File, Depends
+from fastapi.concurrency import run_in_threadpool
 from src.request_models import DirectoryRequest
 from core.constants import BASE_DIR, PERSONAL_DIR, PERSONAL_UPLOADS_DIR
 from src.rag_singleton import get_rag_manager
@@ -18,7 +20,6 @@ UPLOADS_DIR = PERSONAL_UPLOADS_DIR
 
 logger = logging.getLogger(__name__)
 
-
 def _personal_upload_dir_for_owner(owner: str | None, *, create: bool = True) -> str:
     """Return the per-owner upload directory used for direct RAG uploads."""
     owner_segment = secure_filename((owner or "local").strip())[:80] or "local"
@@ -141,6 +142,22 @@ def setup_personal_routes(personal_docs_manager, rag_manager, rag_available):
     """
     router = APIRouter(prefix="/api/personal")
 
+    # Serializes directory index jobs across requests. Indexing runs in the
+    # threadpool (#5558), so concurrent requests would otherwise run in parallel
+    # and race PersonalDocsManager's unsynchronized list mutations and file
+    # writes; before the threadpool move they serialized on the blocked event
+    # loop, so one-at-a-time is behavior parity.
+    #
+    # An asyncio.Lock acquired in the async handler BEFORE offloading: a waiting
+    # request parks on the event loop instead of pinning a threadpool worker (an
+    # earlier threading.Lock taken INSIDE the worker meant queued jobs held pool
+    # tokens while blocked, starving every other run_in_threadpool caller).
+    # add/remove/reload all take this lock, so their mutations never interleave.
+    # Per-router (not module-global) so each app binds it to its own event loop.
+    # Scope is the single process: multi-worker deployments would need a shared
+    # lock (out of scope for #5558).
+    _index_job_lock = asyncio.Lock()
+
     def _rag():
         """Get the current RAG manager, retrying init if needed."""
         return get_rag_manager()
@@ -172,8 +189,12 @@ def setup_personal_routes(personal_docs_manager, rag_manager, rag_available):
         return {"files": files, "directories": directories}
     
     @router.post("/reload")
-    def api_personal_reload(owner: str = Depends(require_user), _admin: None = Depends(require_admin)):
-        personal_docs_manager.refresh_index()
+    async def api_personal_reload(owner: str = Depends(require_user), _admin: None = Depends(require_admin)):
+        # refresh_index() re-extracts text across every tracked directory —
+        # blocking work. Take the shared job lock (so it cannot race an add /
+        # remove) and run it off the event loop.
+        async with _index_job_lock:
+            await run_in_threadpool(personal_docs_manager.refresh_index)
         return {"ok": True, "count": len(personal_docs_manager.index)}
     
     @router.post("/add_directory")
@@ -207,12 +228,26 @@ def setup_personal_routes(personal_docs_manager, rag_manager, rag_available):
             # Use the RAGManager to index the directory
             rag = _rag()
             if rag:
-                result = rag.index_personal_documents(directory, owner=owner)
-                
+                def _index_directory():
+                    result = rag.index_personal_documents(directory, owner=owner)
+                    if result["success"]:
+                        # Also update the personal_docs_manager to track this
+                        # directory. Kept inside the offloaded call: it triggers
+                        # refresh_index(), which re-extracts text across tracked
+                        # directories.
+                        personal_docs_manager.add_directory(directory, index=False)
+                    return result
+
+                # Indexing walks, embeds, and stores the whole tree — minutes
+                # on a real directory. The handler is async, so calling it
+                # inline runs it on the event loop and every other request
+                # queues behind it until it finishes (#5558). Serialize on the
+                # async job lock BEFORE offloading so a queued request parks on
+                # the loop instead of pinning a threadpool worker.
+                async with _index_job_lock:
+                    result = await run_in_threadpool(_index_directory)
+
                 if result["success"]:
-                    # Also update the personal_docs_manager to track this directory
-                    personal_docs_manager.add_directory(directory, index=False)
-                    
                     return {
                         "success": True,
                         "message": f"Successfully indexed {result['indexed_count']} chunks from {directory}",
@@ -251,17 +286,25 @@ def setup_personal_routes(personal_docs_manager, rag_manager, rag_available):
 
             logger.info(f"Removing directory from RAG: {directory}")
 
-            # Always remove from personal_docs_manager tracking
-            if hasattr(personal_docs_manager, 'remove_directory'):
-                personal_docs_manager.remove_directory(directory)
-
-            # Remove from RAG vector store (best-effort)
             rag = _rag()
-            if rag:
-                try:
-                    rag.remove_directory(directory)
-                except Exception as e:
-                    logger.warning(f"RAG removal failed for directory {directory}: {e}")
+
+            def _remove_directory():
+                # Always remove from personal_docs_manager tracking. This
+                # mutates the same unsynchronized list/index an add job touches
+                # and re-extracts text (refresh_index), so it is blocking work.
+                if hasattr(personal_docs_manager, 'remove_directory'):
+                    personal_docs_manager.remove_directory(directory)
+                # Remove from RAG vector store (best-effort).
+                if rag:
+                    try:
+                        rag.remove_directory(directory)
+                    except Exception as e:
+                        logger.warning(f"RAG removal failed for directory {directory}: {e}")
+
+            # Same job lock as add/reload so remove cannot interleave with an
+            # in-flight add; offloaded off the event loop.
+            async with _index_job_lock:
+                await run_in_threadpool(_remove_directory)
 
             return {
                 "success": True,
@@ -289,54 +332,73 @@ def setup_personal_routes(personal_docs_manager, rag_manager, rag_available):
         total_failed = 0
         uploaded_files = []
 
-        for upload in files:
-            try:
-                file_path, stored_name, safe_name = _unique_personal_upload_path(upload_dir, upload.filename)
-                content_bytes = await upload.read(PERSONAL_UPLOAD_MAX_BYTES + 1)
-                if len(content_bytes) > PERSONAL_UPLOAD_MAX_BYTES:
-                    logger.warning(f"Rejected oversized personal upload: {upload.filename!r}")
-                    total_failed += 1
-                    continue
-                with open(file_path, "wb") as f:
-                    f.write(content_bytes)
-
-                ext = os.path.splitext(safe_name)[1].lower()
-                if ext == ".pdf":
-                    from src.personal_docs import extract_pdf_text
-                    text = extract_pdf_text(file_path)
-                else:
-                    text = content_bytes.decode("utf-8", errors="replace")
-
-                if not text or not text.strip():
-                    total_failed += 1
-                    continue
-
-                # Chunk and index
-                chunks = rag._split_into_chunks(text, chunk_size=500)
-                for i, chunk in enumerate(chunks):
-                    metadata = {
-                        "source": file_path,
-                        "filename": safe_name,
-                        "stored_filename": stored_name,
-                        "directory": upload_dir,
-                        "type": ext,
-                        "chunk_id": i,
-                    }
-                    if user:
-                        metadata["owner"] = user
-                    if rag.add_document(chunk, metadata):
-                        total_indexed += 1
-                    else:
+        # Chunking, embedding and the tracking update are blocking work over the
+        # same vector/tracking state add_directory mutates (#5634). Take the
+        # shared job lock BEFORE offloading so a queued request parks on the loop
+        # instead of pinning a threadpool worker, matching add_directory.
+        # Read and process one capped payload at a time so a multi-file request
+        # cannot retain len(files) * PERSONAL_UPLOAD_MAX_BYTES in memory.
+        async with _index_job_lock:
+            for upload in files:
+                try:
+                    file_path, stored_name, safe_name = _unique_personal_upload_path(
+                        upload_dir, upload.filename
+                    )
+                    content_bytes = await upload.read(PERSONAL_UPLOAD_MAX_BYTES + 1)
+                    if len(content_bytes) > PERSONAL_UPLOAD_MAX_BYTES:
+                        logger.warning(f"Rejected oversized personal upload: {upload.filename!r}")
                         total_failed += 1
+                        continue
 
-                uploaded_files.append(safe_name)
-            except Exception as e:
-                logger.error(f"Failed to upload/index {upload.filename}: {e}")
-                total_failed += 1
+                    def _index_upload():
+                        with open(file_path, "wb") as f:
+                            f.write(content_bytes)
 
-        # Track uploads directory
-        if uploaded_files and hasattr(personal_docs_manager, "add_directory"):
-            personal_docs_manager.add_directory(upload_dir, index=False)
+                        ext = os.path.splitext(safe_name)[1].lower()
+                        if ext == ".pdf":
+                            from src.personal_docs import extract_pdf_text
+                            text = extract_pdf_text(file_path)
+                        else:
+                            text = content_bytes.decode("utf-8", errors="replace")
+
+                        if not text or not text.strip():
+                            return 0, 1, None
+
+                        indexed = 0
+                        failed = 0
+                        chunks = rag._split_into_chunks(text, chunk_size=500)
+                        for i, chunk in enumerate(chunks):
+                            metadata = {
+                                "source": file_path,
+                                "filename": safe_name,
+                                "stored_filename": stored_name,
+                                "directory": upload_dir,
+                                "type": ext,
+                                "chunk_id": i,
+                            }
+                            if user:
+                                metadata["owner"] = user
+                            if rag.add_document(chunk, metadata):
+                                indexed += 1
+                            else:
+                                failed += 1
+                        return indexed, failed, safe_name
+
+                    indexed, failed, uploaded_name = await run_in_threadpool(_index_upload)
+                    total_indexed += indexed
+                    total_failed += failed
+                    if uploaded_name:
+                        uploaded_files.append(uploaded_name)
+                except Exception as e:
+                    logger.error(f"Failed to upload/index {upload.filename}: {e}")
+                    total_failed += 1
+
+            # Same transition, same lock: the tracking update must not land
+            # while another job is mid-write over the same state.
+            if uploaded_files and hasattr(personal_docs_manager, "add_directory"):
+                await run_in_threadpool(
+                    personal_docs_manager.add_directory, upload_dir, index=False
+                )
 
         return {
             "success": True,
@@ -349,38 +411,47 @@ def setup_personal_routes(personal_docs_manager, rag_manager, rag_available):
     async def delete_file_from_rag(filepath: str = Query(...), owner: str = Depends(require_user), _admin: None = Depends(require_admin)):
         """Delete a specific file from RAG index and optionally from disk."""
         try:
-            # Remove chunks from RAG vector store (best-effort)
-            removed = 0
-            rag = _rag()
-            if rag:
-                try:
-                    removed = rag.delete_by_source(filepath)
-                except Exception as e:
-                    logger.warning(f"RAG removal failed for {filepath}: {e}")
+            def _delete_file():
+                # Remove chunks from RAG vector store (best-effort)
+                removed = 0
+                rag = _rag()
+                if rag:
+                    try:
+                        removed = rag.delete_by_source(filepath)
+                    except Exception as e:
+                        logger.warning(f"RAG removal failed for {filepath}: {e}")
 
-            # Delete file from disk if it's in the caller's own uploads dir.
-            # Scope to the per-owner subdir, not the shared uploads root, so one
-            # admin can't delete another user's personal files by path.
-            deleted_from_disk = False
-            try:
-                abs_target = os.path.realpath(filepath)
-                base_abs = os.path.realpath(_personal_upload_dir_for_owner(owner, create=False))
-                in_uploads = (
-                    abs_target == base_abs
-                    or os.path.commonpath([abs_target, base_abs]) == base_abs
-                )
-            except ValueError:
-                # commonpath raises on mixed drives / non-comparable paths
-                in_uploads = False
-            if in_uploads and abs_target != base_abs:
+                # Delete file from disk if it's in the caller's own uploads dir.
+                # Scope to the per-owner subdir, not the shared uploads root, so one
+                # admin can't delete another user's personal files by path.
+                deleted_from_disk = False
                 try:
-                    os.remove(abs_target)
-                    deleted_from_disk = True
-                except FileNotFoundError:
-                    pass  # already gone — race with another request or cleanup
+                    abs_target = os.path.realpath(filepath)
+                    base_abs = os.path.realpath(_personal_upload_dir_for_owner(owner, create=False))
+                    in_uploads = (
+                        abs_target == base_abs
+                        or os.path.commonpath([abs_target, base_abs]) == base_abs
+                    )
+                except ValueError:
+                    # commonpath raises on mixed drives / non-comparable paths
+                    in_uploads = False
+                if in_uploads and abs_target != base_abs:
+                    try:
+                        os.remove(abs_target)
+                        deleted_from_disk = True
+                    except FileNotFoundError:
+                        pass  # already gone — race with another request or cleanup
 
-            # Exclude the file from the listing (persists across restarts)
-            personal_docs_manager.exclude_file(filepath)
+                # Exclude the file from the listing (persists across restarts)
+                personal_docs_manager.exclude_file(filepath)
+                return removed, deleted_from_disk
+
+            # Vector removal, the disk unlink and the exclusion write are one
+            # transition over the same state add_directory mutates (#5634), and
+            # all three block. Take the shared job lock BEFORE offloading, as
+            # add_directory does.
+            async with _index_job_lock:
+                removed, deleted_from_disk = await run_in_threadpool(_delete_file)
 
             return {
                 "success": True,

routes/prefs_routes.py

@@ -1,12 +1,16 @@
 """User preferences API — per-user key/value store backed by a JSON file."""
 import json
-import os
 from typing import Optional
 from fastapi import APIRouter, Request
+from core.atomic_io import atomic_write_json
 from src.auth_helpers import get_current_user
 from src.constants import USER_PREFS_FILE
 
 PREFS_FILE = USER_PREFS_FILE
+_FOREGROUND_POLICY_KEYS = (
+    "foreground_fallback_enabled",
+    "foreground_model_fallbacks",
+)
 
 
 def _load():
@@ -20,26 +24,33 @@ def _load():
 
 
 def _save(prefs):
-    os.makedirs(os.path.dirname(PREFS_FILE) or ".", exist_ok=True)
-    tmp = f"{PREFS_FILE}.tmp.{os.getpid()}"
-    with open(tmp, "w", encoding="utf-8") as f:
-        json.dump(prefs, f, indent=2)
-        f.flush()
-        os.fsync(f.fileno())
-    os.replace(tmp, PREFS_FILE)
+    atomic_write_json(PREFS_FILE, prefs, indent=2)
 
 
 def _load_for_user(user: Optional[str] = None) -> dict:
     """Load preferences for a specific user."""
     all_prefs = _load()
-    if "_users" in all_prefs:
+    users = all_prefs.get("_users")
+    if isinstance(users, dict):
         if user is None:
             # Auth disabled — return first user's prefs for backward compat
-            users = all_prefs["_users"]
-            return dict(next(iter(users.values()), {}))
-        return dict(all_prefs["_users"].get(user, {}))
-    # Legacy flat format — return as-is
-    return dict(all_prefs)
+            prefs = dict(next(iter(users.values()), {}))
+            # Foreground fallback consent is never borrowed from a named
+            # owner. Auth-disabled operation has a separate flat/root opt-in
+            # that remains inert when authentication is enabled again.
+            for key in _FOREGROUND_POLICY_KEYS:
+                prefs.pop(key, None)
+                if key in all_prefs:
+                    prefs[key] = all_prefs[key]
+            return prefs
+        prefs = users.get(user, {})
+        return dict(prefs) if isinstance(prefs, dict) else {}
+    # A legacy flat store belongs only to auth-disabled single-user mode.
+    # Copying it into the first named user's new `_users` record during an
+    # auth transition would silently transfer another user's preferences and,
+    # critically, foreground fallback consent. Named owners therefore start
+    # with an empty record and must write their own preferences explicitly.
+    return dict(all_prefs) if user is None else {}
 
 
 def _save_for_user(user: Optional[str], prefs: dict):
@@ -51,17 +62,40 @@ def _save_for_user(user: Optional[str], prefs: dict):
         # `prefs` flat would overwrite the whole `_users` map and destroy every
         # other user's preferences. Instead write back into the same (first)
         # slot _load_for_user(None) reads from, preserving the others.
-        if "_users" in all_prefs:
-            users = all_prefs["_users"]
+        users = all_prefs.get("_users")
+        if isinstance(users, dict):
             first_key = next(iter(users), None)
             if first_key is not None:
-                users[first_key] = prefs
+                existing_named = users.get(first_key)
+                existing_named = (
+                    dict(existing_named)
+                    if isinstance(existing_named, dict)
+                    else {}
+                )
+                named_foreground = {
+                    key: existing_named[key]
+                    for key in _FOREGROUND_POLICY_KEYS
+                    if key in existing_named
+                }
+                users[first_key] = {
+                    key: value
+                    for key, value in prefs.items()
+                    if key not in _FOREGROUND_POLICY_KEYS
+                }
+                users[first_key].update(named_foreground)
+                for key in _FOREGROUND_POLICY_KEYS:
+                    if key in prefs:
+                        all_prefs[key] = prefs[key]
                 _save(all_prefs)
                 return
         _save(prefs)
         return
-    if "_users" not in all_prefs:
-        all_prefs = {"_users": {}}
+    if not isinstance(all_prefs.get("_users"), dict):
+        # Preserve the flat single-user object as inert legacy data while
+        # creating the first named-owner namespace. In particular, historical
+        # fallback values must not be deleted or copied into the new owner.
+        all_prefs = dict(all_prefs)
+        all_prefs["_users"] = {}
     all_prefs["_users"][user] = prefs
     _save(all_prefs)
 

routes/research/research_routes.py

@@ -15,7 +15,7 @@ from pydantic import BaseModel, Field
 from core.middleware import INTERNAL_TOOL_USER
 from src.endpoint_resolver import resolve_endpoint
 from src.auth_helpers import _auth_disabled, get_current_user
-from core.auth import RESERVED_USERNAMES
+from src.owner_identity import REQUEST_SENTINEL_OWNERS
 from src.constants import DEEP_RESEARCH_DIR
 
 _SESSION_ID_RE = re.compile(r"^[a-zA-Z0-9-]{1,128}$")
@@ -496,7 +496,7 @@ def setup_research_routes(research_handler, session_manager=None) -> APIRouter:
         user = require_privilege(request, "can_use_research")
         if user == INTERNAL_TOOL_USER:
             tool_owner = (request.headers.get("X-Odysseus-Owner") or "").strip()
-            if tool_owner and tool_owner not in RESERVED_USERNAMES:
+            if tool_owner and tool_owner not in REQUEST_SENTINEL_OWNERS:
                 auth_mgr = getattr(request.app.state, "auth_manager", None)
                 if auth_mgr is not None and getattr(auth_mgr, "is_configured", False):
                     try:

routes/search/__init__.py

@@ -0,0 +1,5 @@
+"""Search route domain package (slice 2j, #4082/#4071).
+
+Contains search_routes.py, migrated from the flat routes/ directory.
+Backward-compat shim at routes/search_routes.py re-exports from here.
+"""

routes/search/search_routes.py

@@ -0,0 +1,111 @@
+"""Search routes — /api/search/config GET, /api/search POST."""
+
+import logging
+from typing import Dict, Any
+
+from fastapi import APIRouter, Request
+
+import time
+
+from services.search import get_search_config, comprehensive_web_search, PROVIDER_INFO
+from services.search.core import _call_provider
+from services.search.providers import _get_provider_key, _get_search_instance
+
+logger = logging.getLogger(__name__)
+
+
+async def _request_values(request: Request) -> Dict[str, Any]:
+    """Accept JSON, form data, or query params for search endpoints.
+
+    The browser UI posts FormData, while the agent's generic app_api tool
+    posts JSON. FastAPI Form(...) rejects JSON with a 422 before our handler
+    runs, which made the model think SearXNG was broken.
+    """
+    values: Dict[str, Any] = dict(request.query_params)
+    content_type = (request.headers.get("content-type") or "").lower()
+    try:
+        if "application/json" in content_type:
+            body = await request.json()
+            if isinstance(body, dict):
+                values.update(body)
+        else:
+            form = await request.form()
+            values.update(dict(form))
+    except Exception:
+        pass
+    return values
+
+
+def setup_search_routes(config) -> APIRouter:
+    router = APIRouter(tags=["search"])
+
+    @router.get("/api/search/config")
+    async def get_search_settings() -> Dict[str, Any]:
+        return get_search_config()
+
+    @router.post("/api/search")
+    async def do_web_search(request: Request) -> Dict[str, Any]:
+        """Standalone web search — returns context string + source list.
+
+        Used by Compare mode to pre-search once and share results across panes.
+        """
+        values = await _request_values(request)
+        query = str(values.get("query") or values.get("q") or "").strip()
+        if not query:
+            return {"context": "", "sources": [], "error": "query is required"}
+        time_filter = values.get("time_filter") or values.get("freshness")
+        if time_filter is not None:
+            time_filter = str(time_filter).strip() or None
+        try:
+            context, sources = comprehensive_web_search(
+                query, return_sources=True, time_filter=time_filter,
+            )
+            return {"context": context, "sources": sources}
+        except Exception as e:
+            logger.error(f"Standalone web search failed: {e}")
+            return {"context": "", "sources": [], "error": str(e)}
+
+    @router.get("/api/search/providers")
+    async def list_search_providers():
+        """Return available search providers with config status."""
+        providers = []
+        for pid, (label, needs_key, needs_url) in PROVIDER_INFO.items():
+            if pid == "disabled":
+                continue
+            available = True
+            if needs_key and not _get_provider_key(pid):
+                available = False
+            if needs_url and pid == "searxng" and not _get_search_instance():
+                available = False
+            providers.append({
+                "id": pid,
+                "label": label,
+                "available": available,
+            })
+        return providers
+
+    @router.post("/api/search/query")
+    async def search_with_provider(request: Request) -> Dict[str, Any]:
+        """Search using a specific provider. Used by compare search mode."""
+        values = await _request_values(request)
+        query = str(values.get("query") or values.get("q") or "").strip()
+        provider = str(values.get("provider") or "").strip()
+        try:
+            count = int(values.get("count") or values.get("limit") or 10)
+        except Exception:
+            count = 10
+        if not query:
+            return {"results": [], "provider": provider, "error": "query is required"}
+        if provider not in PROVIDER_INFO or provider == "disabled":
+            return {"results": [], "provider": provider, "error": "Unknown provider"}
+        t0 = time.time()
+        try:
+            results = _call_provider(provider, query, min(count, 20))
+            elapsed = round(time.time() - t0, 2)
+            return {"results": results, "provider": provider, "time": elapsed}
+        except Exception as e:
+            elapsed = round(time.time() - t0, 2)
+            logger.error(f"Search provider {provider} failed: {e}")
+            return {"results": [], "provider": provider, "time": elapsed, "error": str(e)}
+
+    return router

routes/search_routes.py

@@ -1,111 +1,13 @@
-"""Search routes — /api/search/config GET, /api/search POST."""
+"""Backward-compat shim — canonical location is routes/search/search_routes.py.
 
-import logging
-from typing import Dict, Any
+This module is replaced in ``sys.modules`` by the canonical module object so
+that ``import routes.search_routes`` and ``from routes.search_routes import X``
+keep resolving to the canonical module. Keeps existing import paths working
+after slice 2j (#4082/#4071).
+"""
 
-from fastapi import APIRouter, Request
+import sys as _sys
 
-import time
+from routes.search import search_routes as _canonical  # noqa: F401
 
-from services.search import get_search_config, comprehensive_web_search, PROVIDER_INFO
-from services.search.core import _call_provider
-from services.search.providers import _get_provider_key, _get_search_instance
-
-logger = logging.getLogger(__name__)
-
-
-async def _request_values(request: Request) -> Dict[str, Any]:
-    """Accept JSON, form data, or query params for search endpoints.
-
-    The browser UI posts FormData, while the agent's generic app_api tool
-    posts JSON. FastAPI Form(...) rejects JSON with a 422 before our handler
-    runs, which made the model think SearXNG was broken.
-    """
-    values: Dict[str, Any] = dict(request.query_params)
-    content_type = (request.headers.get("content-type") or "").lower()
-    try:
-        if "application/json" in content_type:
-            body = await request.json()
-            if isinstance(body, dict):
-                values.update(body)
-        else:
-            form = await request.form()
-            values.update(dict(form))
-    except Exception:
-        pass
-    return values
-
-
-def setup_search_routes(config) -> APIRouter:
-    router = APIRouter(tags=["search"])
-
-    @router.get("/api/search/config")
-    async def get_search_settings() -> Dict[str, Any]:
-        return get_search_config()
-
-    @router.post("/api/search")
-    async def do_web_search(request: Request) -> Dict[str, Any]:
-        """Standalone web search — returns context string + source list.
-
-        Used by Compare mode to pre-search once and share results across panes.
-        """
-        values = await _request_values(request)
-        query = str(values.get("query") or values.get("q") or "").strip()
-        if not query:
-            return {"context": "", "sources": [], "error": "query is required"}
-        time_filter = values.get("time_filter") or values.get("freshness")
-        if time_filter is not None:
-            time_filter = str(time_filter).strip() or None
-        try:
-            context, sources = comprehensive_web_search(
-                query, return_sources=True, time_filter=time_filter,
-            )
-            return {"context": context, "sources": sources}
-        except Exception as e:
-            logger.error(f"Standalone web search failed: {e}")
-            return {"context": "", "sources": [], "error": str(e)}
-
-    @router.get("/api/search/providers")
-    async def list_search_providers():
-        """Return available search providers with config status."""
-        providers = []
-        for pid, (label, needs_key, needs_url) in PROVIDER_INFO.items():
-            if pid == "disabled":
-                continue
-            available = True
-            if needs_key and not _get_provider_key(pid):
-                available = False
-            if needs_url and pid == "searxng" and not _get_search_instance():
-                available = False
-            providers.append({
-                "id": pid,
-                "label": label,
-                "available": available,
-            })
-        return providers
-
-    @router.post("/api/search/query")
-    async def search_with_provider(request: Request) -> Dict[str, Any]:
-        """Search using a specific provider. Used by compare search mode."""
-        values = await _request_values(request)
-        query = str(values.get("query") or values.get("q") or "").strip()
-        provider = str(values.get("provider") or "").strip()
-        try:
-            count = int(values.get("count") or values.get("limit") or 10)
-        except Exception:
-            count = 10
-        if not query:
-            return {"results": [], "provider": provider, "error": "query is required"}
-        if provider not in PROVIDER_INFO or provider == "disabled":
-            return {"results": [], "provider": provider, "error": "Unknown provider"}
-        t0 = time.time()
-        try:
-            results = _call_provider(provider, query, min(count, 20))
-            elapsed = round(time.time() - t0, 2)
-            return {"results": results, "provider": provider, "time": elapsed}
-        except Exception as e:
-            elapsed = round(time.time() - t0, 2)
-            logger.error(f"Search provider {provider} failed: {e}")
-            return {"results": [], "provider": provider, "time": elapsed, "error": str(e)}
-
-    return router
+_sys.modules[__name__] = _canonical

routes/session_routes.py

@@ -4,17 +4,24 @@ import html
 import json
 import uuid
 from datetime import datetime
-from fastapi import APIRouter, Form, HTTPException, Response, Request
+from fastapi import APIRouter, Form, HTTPException, Response, Request, Depends
 import logging
 
 from core.session_manager import SessionManager
 from core.models import ChatMessage
 from src.request_models import SessionResponse
 from core.database import Session as DbSession, SessionLocal, Document, GalleryImage, utcnow_naive
-from src.auth_helpers import effective_user, _auth_disabled, owner_filter
+from src.auth_helpers import (
+    effective_user,
+    _auth_disabled,
+    owner_filter,
+    is_delegated_credential,
+    require_chat_api_token_scope,
+)
 from src.session_image_cleanup import _generated_image_path_for_cleanup, session_image_refs
 from src.session_actions import is_session_recently_active
 from src.upload_handler import reserve_message_upload_references
+from src.tool_approval_scopes import sanitize_client_message_metadata
 
 
 def _sanitize_export_filename(name: str) -> str:
@@ -124,9 +131,15 @@ def _verify_session_owner(request: Request, session_id: str, session_manager=Non
 
 logger = logging.getLogger(__name__)
 
-router = APIRouter(prefix="/api", tags=["sessions"])
+router = APIRouter(
+    prefix="/api",
+    tags=["sessions"],
+    dependencies=[Depends(require_chat_api_token_scope)],
+)
 
 def _current_user_is_admin(request: Request, user: str | None) -> bool:
+    if is_delegated_credential(request):
+        return False
     if not user:
         return False
     auth_mgr = getattr(request.app.state, "auth_manager", None)
@@ -157,6 +170,22 @@ def _reject_raw_endpoint_url_for_non_admin(
         raise HTTPException(403, "Choose a registered model endpoint")
 
 
+def _reject_delegated_session_options(
+    request: Request,
+    *,
+    skip_validation: bool = False,
+    api_key: str | None = None,
+) -> None:
+    """Keep bearer credentials from exercising interactive-admin options."""
+    if is_delegated_credential(request) and (
+        skip_validation or bool((api_key or "").strip())
+    ):
+        raise HTTPException(
+            403,
+            "API tokens cannot supply endpoint credentials or skip endpoint validation",
+        )
+
+
 def _persist_session_headers(session_id: str, headers: dict | None) -> None:
     """Persist endpoint auth headers for DB-backed session metadata."""
     db = SessionLocal()
@@ -340,6 +369,11 @@ def setup_session_routes(
     ):
         skip_val = str(skip_validation).lower() == "true"
         user = effective_user(request)
+        _reject_delegated_session_options(
+            request,
+            skip_validation=skip_val,
+            api_key=api_key,
+        )
         endpoint_api_key = ""
         endpoint_base_url = ""
         _reject_raw_endpoint_url_for_non_admin(request, user, endpoint_id, endpoint_url)
@@ -564,7 +598,11 @@ def setup_session_routes(
         except (AttributeError, TypeError, ValueError) as exc:
             raise HTTPException(400, "Invalid message attachment metadata") from exc
         for m in messages:
-            sess.add_message(ChatMessage(m["role"], m["content"], metadata=m.get("metadata")))
+            sess.add_message(ChatMessage(
+                m["role"],
+                m["content"],
+                metadata=sanitize_client_message_metadata(m.get("metadata")),
+            ))
         session_manager.save_sessions()
         return {"ok": True, "count": len(messages)}
 
@@ -801,15 +839,6 @@ def setup_session_routes(
         finally:
             db.close()
 
-    @router.get("/history/{sid}")
-    def get_history(request: Request, sid: str):
-        _verify_session_owner(request, sid)
-        try:
-            session = session_manager.get_session(sid)
-        except KeyError:
-            raise HTTPException(404, f"Session {sid} not found")
-        return {"history": [msg.to_dict() for msg in session.history]}
-    
     @router.get("/session/{sid}/export")
     def export_session(request: Request, sid: str, fmt: str = "md", filename: str = ""):
         """Export conversation history as a downloadable file.
@@ -915,6 +944,8 @@ def setup_session_routes(
         model: str = Form("gpt-4o"),
         rag: str = Form(None)
     ):
+        if is_delegated_credential(request):
+            raise HTTPException(403, "This session type requires an interactive session")
         if not OPENAI_API_KEY:
             raise HTTPException(400, "Server missing OPENAI_API_KEY")
         sid = str(uuid.uuid4())

routes/skills_routes.py

@@ -18,6 +18,7 @@ from pydantic import BaseModel, Field
 
 from services.memory.skills import SkillsManager
 from src.auth_helpers import get_current_user
+from src.prompt_security import untrusted_context_message
 from core.middleware import require_admin
 
 logger = logging.getLogger(__name__)
@@ -107,6 +108,23 @@ def _skill_test_task(skill: dict) -> str:
     )
 
 
+def _skill_test_messages(md: str, task: str) -> list[dict]:
+    """Keep user-editable skill text out of the trusted system role."""
+    return [
+        {
+            "role": "system",
+            "content": (
+                "You are TESTING a skill. Follow the supplied reusable procedure "
+                "to complete the user's task for real, using available tools step "
+                "by step. If the skill is wrong, unclear, or references tools that "
+                "do not exist, do your best; the problems will be reviewed afterward."
+            ),
+        },
+        untrusted_context_message("skill under test", md),
+        {"role": "user", "content": task},
+    ]
+
+
 async def _eval_skill_run(skill_md: str, task: str, transcript: str,
                           url: str, model: str, headers: Optional[dict]) -> dict:
     """LLM-as-judge: grade a skill test run from its transcript. Advisory only.
@@ -411,7 +429,21 @@ async def _eval_skill_retrieval_precision(skill_md: str, others: list,
 _skill_test_jobs: dict = {}
 
 
-async def _run_skill_test_job(key, name, md, task, url, model, headers, owner, skills_manager=None):
+async def _run_skill_test_job(
+    key,
+    name,
+    md,
+    task,
+    url,
+    model,
+    headers,
+    owner,
+    skills_manager=None,
+    *,
+    messages=None,
+    transcript=None,
+    exact_approval=None,
+):
     """Background coroutine: run the skill in an agent loop, capture a condensed
     log + transcript, then have the judge grade it. Writes into _skill_test_jobs."""
     import json as _json
@@ -421,7 +453,7 @@ async def _run_skill_test_job(key, name, md, task, url, model, headers, owner, s
     if job is None:
         return
     log = job["log"]
-    transcript = []
+    transcript = transcript if isinstance(transcript, list) else []
     say_buf = []
 
     def _flush_say():
@@ -429,18 +461,12 @@ async def _run_skill_test_job(key, name, md, task, url, model, headers, owner, s
             log.append({"type": "say", "text": "".join(say_buf)})
             say_buf.clear()
 
-    messages = [
-        {"role": "system", "content":
-            "You are TESTING a skill. Below is a reusable skill (a procedure). Follow it "
-            "to complete the user's task for real, using your available tools, step by "
-            "step. If the skill is wrong, unclear, or references tools that don't exist, "
-            "do your best — the problems will be reviewed afterward.\n\n=== SKILL ===\n" + md},
-        {"role": "user", "content": task},
-    ]
+    messages = list(messages) if isinstance(messages, list) else _skill_test_messages(md, task)
     try:
         async for chunk in stream_agent_loop(
             url, model, messages, headers=headers,
             temperature=0.3, max_tokens=0, max_rounds=8, owner=owner,
+            exact_approval=exact_approval,
         ):
             if not chunk.startswith("data: ") or chunk.strip() == "data: [DONE]":
                 continue
@@ -458,8 +484,25 @@ async def _run_skill_test_job(key, name, md, task, url, model, headers, owner, s
             elif d.get("type") == "tool_output":
                 _flush_say()
                 out = str(d.get("output") or "")[:600]
-                log.append({"type": "tool_output", "output": out})
+                tool_log = {"type": "tool_output", "output": out}
+                approval = d.get("ask_user")
+                if isinstance(approval, dict):
+                    tool_log["ask_user"] = approval
+                log.append(tool_log)
                 transcript.append(f"[output] {out}\n")
+                if (
+                    isinstance(approval, dict)
+                    and approval.get("kind") == "tool_approval"
+                    and approval.get("approval_id")
+                ):
+                    # Manual skill tests have their own polling UI instead of a
+                    # chat session. Pause the run and retain only server-side
+                    # continuation state until the same owner approves/denies
+                    # this exact sealed action.
+                    job["status"] = "awaiting_approval"
+                    job["approval"] = approval
+                    job["_transcript"] = transcript
+                    return
             elif d.get("type") == "agent_step":
                 _flush_say()
                 log.append({"type": "agent_step", "round": d.get("round")})
@@ -471,6 +514,9 @@ async def _run_skill_test_job(key, name, md, task, url, model, headers, owner, s
         _flush_say()
         log.append({"type": "error", "error": str(e)})
 
+    job.pop("approval", None)
+    job.pop("_transcript", None)
+    job.pop("_run", None)
     log.append({"type": "evaluating"})
     try:
         job["verdict"] = await _eval_skill_run(md, task, "".join(transcript), url, model, headers)
@@ -694,12 +740,8 @@ async def _run_skill_test_once(md: str, task: str, url, model, headers, owner) -
     import json as _json
     from src.agent_loop import stream_agent_loop
     transcript = []
-    messages = [
-        {"role": "system", "content":
-            "You are TESTING a skill. Follow this skill's procedure to complete the task "
-            "for real, using your tools, step by step.\n\n=== SKILL ===\n" + md},
-        {"role": "user", "content": task},
-    ]
+    approval_required = None
+    messages = _skill_test_messages(md, task)
     try:
         # max_tokens explicitly set: passing 0 lets some upstreams (Ollama,
         # OpenAI-compat) generate an empty completion, which manifested as
@@ -719,11 +761,44 @@ async def _run_skill_test_once(md: str, task: str, url, model, headers, owner) -
                 transcript.append(f"\n[tool {d.get('tool')}] {str(d.get('command') or d.get('args') or '')[:300]}\n")
             elif d.get("type") == "tool_output":
                 transcript.append(f"[output] {str(d.get('output') or '')[:600]}\n")
+                approval = d.get("ask_user")
+                if (
+                    isinstance(approval, dict)
+                    and approval.get("kind") == "tool_approval"
+                ):
+                    approval_required = approval
+                    break
             elif d.get("type") == "agent_step":
                 transcript.append(f"\n--- round {d.get('round')} ---\n")
     except Exception as e:
         transcript.append(f"\n[run error] {e}\n")
     text = "".join(transcript)
+    if approval_required is not None:
+        # Unattended audits have no authority to approve and no UI that could
+        # resume this record. Destructively deny it now instead of leaving a
+        # reusable opaque grant pending until TTL/cap eviction.
+        try:
+            from src.tool_approvals import tool_approval_store
+            tool_approval_store.consume(
+                approval_required.get("approval_id"),
+                decision="deny",
+                owner=owner,
+                session_id=None,
+            )
+        except Exception:
+            logger.debug("Could not retire unattended skill approval", exc_info=True)
+        return text, {
+            "verdict": "inconclusive",
+            "confidence": 1.0,
+            "summary": (
+                "This automated audit reached an exact action that requires "
+                "a human approval; no action was executed."
+            ),
+            "issues": [
+                "Run this skill's manual test and review the sealed action."
+            ],
+            "approval_required": True,
+        }
     verdict = await _eval_skill_run(md, task, text, url, model, headers)
     return text, verdict
 
@@ -863,6 +938,26 @@ async def _audit_one_skill(skills_manager, skill, url, model, headers,
     transcript, verdict = await _run_skill_test_once(md, task, url, model, headers, owner)
     v = verdict.get("verdict")
     log(f"{name}: verdict = {v} ({verdict.get('summary', '')[:80]})")
+    if verdict.get("approval_required"):
+        # An unattended audit is not authority for an action influenced by the
+        # skill under test. Preserve the skill's current publication/confidence
+        # state and route the exact action to the manual test UI instead of
+        # letting a safety pause demote, rewrite, or auto-publish the skill.
+        skills_manager.set_audit(
+            name,
+            "inconclusive",
+            by_teacher=False,
+            worker_model=model,
+            owner=owner,
+        )
+        status = skill.get("status") or "draft"
+        log(f"{name}: {status} unchanged — exact action needs manual approval")
+        return {
+            "skill": name,
+            "result": "approval_required",
+            "verdict": verdict,
+            "status": status,
+        }
     if v == "pass":
         # Procedure works. If the reviewer still flagged metadata (tags/category/
         # when_to_use/description), do ONE fixer pass to correct the frontmatter
@@ -1409,7 +1504,7 @@ def setup_skills_routes(skills_manager: SkillsManager) -> APIRouter:
 
         # Prefer the configured DEFAULT (→ Utility) model — not the current chat
         # session's model. Fall back to the caller's session model only if unset.
-        url, model, headers = resolve_endpoint("default", owner=user)
+        url, model, headers = resolve_endpoint("utility", owner=user)
         if not url or not model:
             url = url or ((body.get("endpoint_url") or "").strip() or None)
             model = model or ((body.get("model") or "").strip() or None)
@@ -1431,6 +1526,19 @@ def setup_skills_routes(skills_manager: SkillsManager) -> APIRouter:
             logger.warning(f"Skill-test model resolve failed: {_e}")
 
         key = (user or "", name)
+        previous_job = _skill_test_jobs.get(key) or {}
+        previous_approval = previous_job.get("approval") or {}
+        if previous_approval.get("approval_id"):
+            try:
+                from src.tool_approvals import tool_approval_store
+                tool_approval_store.consume(
+                    previous_approval["approval_id"],
+                    decision="deny",
+                    owner=user,
+                    session_id=None,
+                )
+            except Exception:
+                logger.debug("Could not retire replaced skill approval", exc_info=True)
         _skill_test_jobs[key] = {
             "status": "running",
             "task": task,
@@ -1439,10 +1547,138 @@ def setup_skills_routes(skills_manager: SkillsManager) -> APIRouter:
             "started": _time.time(),
             "log": [{"type": "skill_test_start", "task": task, "skill": name, "model": model}],
             "verdict": None,
+            "_run": {
+                "md": md,
+                "url": url,
+                "model": model,
+                "headers": headers,
+                "owner": user,
+            },
         }
         _asyncio.create_task(_run_skill_test_job(key, name, md, task, url, model, headers, user, skills_manager))
         return {"ok": True, "status": "running", "skill": name, "model": model}
 
+    @router.post("/{skill_id}/test-approval")
+    async def approve_skill_test_action(request: Request, skill_id: str):
+        """Resume a manual skill test with one exact server-sealed action."""
+        import asyncio as _asyncio
+        from src.tool_approvals import tool_approval_store
+
+        user = _owner(request)
+        skills = skills_manager.load(owner=user)
+        match = next(
+            (s for s in skills if s.get("name") == skill_id or s.get("id") == skill_id),
+            None,
+        )
+        if not match:
+            raise HTTPException(404, "Skill not found")
+        _verify_owner(match, user)
+        name = match.get("name")
+        key = (user or "", name)
+        job = _skill_test_jobs.get(key)
+        if not job or job.get("status") != "awaiting_approval":
+            raise HTTPException(409, "This skill test is not awaiting an approval.")
+
+        body = await request.json()
+        if not isinstance(body, dict):
+            raise HTTPException(400, "Tool approval body must be a JSON object.")
+        approval_id = str(body.get("approval_id") or "")
+        decision = str(body.get("decision") or "").strip().lower()
+        expected = job.get("approval") or {}
+        if approval_id != str(expected.get("approval_id") or ""):
+            raise HTTPException(409, "This approval does not match the pending skill test action.")
+        if decision not in {"approve", "deny"}:
+            raise HTTPException(400, "Invalid tool approval decision.")
+
+        pending = tool_approval_store.peek(approval_id)
+        normalized_owner = str(user or "").strip().casefold()
+        if (
+            pending is None
+            or pending.owner != normalized_owner
+            or pending.session_id != ""
+        ):
+            raise HTTPException(409, "This tool approval is invalid or expired.")
+        exact_approval = tool_approval_store.consume(
+            approval_id,
+            decision=decision,
+            owner=user,
+            session_id=None,
+            # The button here says "Allow once" and there is no chat to carry a
+            # scope into, so the gate must re-arm behind the sealed action.
+            allow_continuation=False,
+        )
+
+        if decision == "approve" and exact_approval is None:
+            raise HTTPException(409, "This tool approval could not be consumed.")
+        job.pop("approval", None)
+        if decision == "deny":
+            job.pop("_transcript", None)
+            job.pop("_run", None)
+            job["log"].append({
+                "type": "approval_denied",
+                "text": "Exact action denied; the skill test stopped without executing it.",
+            })
+            job["verdict"] = {
+                "verdict": "inconclusive",
+                "confidence": 1.0,
+                "summary": "The test stopped because its exact action was denied.",
+                "issues": [],
+            }
+            job["status"] = "done"
+            return {"ok": True, "status": "done", "decision": "deny"}
+
+        run = job.get("_run") or {}
+        transcript = job.pop("_transcript", [])
+        # stream_agent_loop owns its per-round message list internally. Rebuild
+        # continuation context from the original untrusted skill plus the
+        # accumulated transcript so repeated approvals do not lose earlier
+        # approved results, while keeping every transcript byte tainted.
+        messages = _skill_test_messages(
+            run.get("md", ""),
+            job.get("task", ""),
+        )
+        if transcript:
+            messages.append(untrusted_context_message(
+                "skill test transcript",
+                "".join(str(item) for item in transcript),
+            ))
+        messages.extend([
+            {
+                "role": "assistant",
+                "content": str(expected.get("question") or "Allow this exact action once?"),
+            },
+            {
+                "role": "user",
+                "content": (
+                    f"Approved the exact {exact_approval.pending.tool_name} "
+                    "action shown above once."
+                ),
+            },
+        ])
+        job["status"] = "running"
+        job["log"].append({
+            "type": "approval_granted",
+            "text": (
+                f"Approved exact {exact_approval.pending.tool_name} action once; "
+                "resuming test."
+            ),
+        })
+        _asyncio.create_task(_run_skill_test_job(
+            key,
+            name,
+            run.get("md", ""),
+            job.get("task", ""),
+            run.get("url"),
+            run.get("model"),
+            run.get("headers"),
+            run.get("owner"),
+            skills_manager,
+            messages=messages,
+            transcript=transcript,
+            exact_approval=exact_approval,
+        ))
+        return {"ok": True, "status": "running", "decision": "approve"}
+
     @router.get("/{skill_id}/test-status")
     async def test_skill_status(request: Request, skill_id: str):
         """Current background-test state for a skill (status / log / verdict)."""
@@ -1459,6 +1695,7 @@ def setup_skills_routes(skills_manager: SkillsManager) -> APIRouter:
             "model": job.get("model"),
             "log": job.get("log", []),
             "verdict": job.get("verdict"),
+            "approval": job.get("approval"),
         }
 
     @router.post("/audit-all")

routes/task/__init__.py

@@ -0,0 +1,5 @@
+"""Task route domain package (slice 2p, #4082/#4071).
+
+Contains task_routes.py, migrated from the flat routes/ directory.
+Backward-compat shim at routes/task_routes.py re-exports from here.
+"""

routes/vault/__init__.py

@@ -0,0 +1,5 @@
+"""Vault route domain package (slice 2k, #4082/#4071).
+
+Contains vault_routes.py, migrated from the flat routes/ directory.
+Backward-compat shim at routes/vault_routes.py re-exports from here.
+"""

routes/vault/vault_routes.py

@@ -0,0 +1,242 @@
+"""
+vault_routes.py
+
+Vaultwarden / Bitwarden CLI integration — config and unlock endpoints.
+Stores the BW_SESSION key in data/vault.json with restrictive permissions.
+"""
+
+import json
+import logging
+import os
+import shutil
+import asyncio
+from pathlib import Path
+from datetime import datetime
+from fastapi import APIRouter, Request
+from pydantic import BaseModel
+
+from core.middleware import require_admin
+from core.platform_compat import IS_WINDOWS, safe_chmod, which_tool
+from src.constants import VAULT_FILE as _VAULT_FILE
+
+logger = logging.getLogger(__name__)
+
+VAULT_FILE = Path(_VAULT_FILE)
+
+
+def _find_bw() -> str:
+    """Locate the bw binary, checking PATH and common npm-global locations.
+
+    On Windows the Bitwarden CLI shim is `bw.cmd`/`bw.exe`, resolved by
+    which_tool via PATHEXT.
+    """
+    p = which_tool("bw")
+    if p:
+        return p
+    if IS_WINDOWS:
+        appdata = os.environ.get("APPDATA", os.path.expanduser("~"))
+        for candidate in (
+            os.path.join(appdata, "npm", "bw.cmd"),
+            os.path.join(appdata, "npm", "bw.exe"),
+        ):
+            if os.path.isfile(candidate):
+                return candidate
+        return "bw"
+    home = os.path.expanduser("~")
+    for candidate in (
+        f"{home}/.npm-global/bin/bw",
+        f"{home}/.nvm/versions/node/*/bin/bw",
+        "/usr/local/bin/bw",
+        "/opt/homebrew/bin/bw",
+    ):
+        if "*" in candidate:
+            import glob
+            for m in glob.glob(candidate):
+                if os.path.isfile(m) and os.access(m, os.X_OK):
+                    return m
+        elif os.path.isfile(candidate) and os.access(candidate, os.X_OK):
+            return candidate
+    return "bw"  # fall back to PATH lookup (will FileNotFoundError, handled below)
+
+
+def _load_config() -> dict:
+    if VAULT_FILE.exists():
+        try:
+            data = json.loads(VAULT_FILE.read_text(encoding="utf-8"))
+            return data if isinstance(data, dict) else {}
+        except Exception:
+            pass
+    return {}
+
+
+def _save_config(cfg: dict):
+    VAULT_FILE.parent.mkdir(parents=True, exist_ok=True)
+    VAULT_FILE.write_text(json.dumps(cfg, indent=2), encoding="utf-8")
+    # POSIX: restrict the BW_SESSION store to 0o600. Windows: no-op (profile dir
+    # is ACL-restricted already).
+    safe_chmod(str(VAULT_FILE), 0o600)
+
+
+async def _run_bw(args: list, session: str = None, input_text: str = None,
+                  bw_password: str = None) -> tuple:
+    env = {}
+    env.update(os.environ)
+    if session:
+        env["BW_SESSION"] = session
+    # Secrets must never be passed as argv — process arguments are world-readable
+    # via `ps` / `/proc/<pid>/cmdline` to any local user. Keep --passwordenv
+    # support for bw commands that need it; unlock/login callers should prefer
+    # stdin so the master password is not left in the child environment either.
+    if bw_password is not None:
+        env["BW_PASSWORD"] = bw_password
+    bw_path = _find_bw()
+    try:
+        proc = await asyncio.create_subprocess_exec(
+            bw_path, *args,
+            stdin=asyncio.subprocess.PIPE if input_text else None,
+            stdout=asyncio.subprocess.PIPE,
+            stderr=asyncio.subprocess.PIPE,
+            env=env,
+        )
+    except FileNotFoundError:
+        return "", "bw CLI not installed (install `nodejs-bitwarden-cli` or `bitwarden-cli`)", 127
+    except Exception as e:
+        return "", f"Failed to launch bw: {e}", 1
+    try:
+        stdout, stderr = await proc.communicate(input=input_text.encode() if input_text else None)
+    except Exception as e:
+        return "", f"bw subprocess error: {e}", 1
+    return stdout.decode(errors="replace").strip(), stderr.decode(errors="replace").strip(), proc.returncode
+
+
+class VaultConfig(BaseModel):
+    server_url: str = ""
+    email: str = ""
+
+
+class VaultUnlockRequest(BaseModel):
+    master_password: str
+
+
+class VaultLoginRequest(BaseModel):
+    email: str
+    master_password: str
+
+
+def setup_vault_routes():
+    router = APIRouter(prefix="/api/vault", tags=["vault"])
+
+    @router.get("/config")
+    async def get_config(request: Request):
+        """Return vault config (no sensitive fields)."""
+        require_admin(request)
+        cfg = _load_config()
+        return {
+            "server_url": cfg.get("server_url", ""),
+            "email": cfg.get("email", ""),
+            "unlocked": bool(cfg.get("session")),
+            "unlocked_at": cfg.get("unlocked_at", ""),
+            "bw_installed": await _check_bw_installed(),
+        }
+
+    @router.post("/config")
+    async def save_config(req: VaultConfig, request: Request):
+        """Save vault URL + email. Runs 'bw config server' to point at Vaultwarden."""
+        require_admin(request)
+        cfg = _load_config()
+        cfg["server_url"] = req.server_url.strip().rstrip("/")
+        cfg["email"] = req.email.strip()
+
+        if cfg["server_url"]:
+            _, stderr, rc = await _run_bw(["config", "server", cfg["server_url"]])
+            if rc != 0:
+                return {"ok": False, "error": f"bw config failed: {stderr[:300]}"}
+
+        _save_config(cfg)
+        return {"ok": True}
+
+    @router.post("/login")
+    async def login(req: VaultLoginRequest, request: Request):
+        """Log in to Vaultwarden (required once per account)."""
+        require_admin(request)
+        cfg = _load_config()
+        # Update email
+        cfg["email"] = req.email
+        _save_config(cfg)
+
+        stdout, stderr, rc = await _run_bw(
+            ["login", req.email, "--raw"],
+            input_text=req.master_password + "\n",
+        )
+        if rc != 0:
+            # Already logged in is OK
+            if "already logged in" in stderr.lower():
+                return {"ok": True, "already": True}
+            return {"ok": False, "error": f"Login failed: {stderr[:300]}"}
+        # bw login --raw prints session key on success (when 2FA disabled)
+        if stdout:
+            cfg["session"] = stdout
+            cfg["unlocked_at"] = datetime.utcnow().isoformat()
+            _save_config(cfg)
+        return {"ok": True}
+
+    @router.post("/unlock")
+    async def unlock(req: VaultUnlockRequest, request: Request):
+        """Unlock the vault and save the session key."""
+        require_admin(request)
+        # Pass the master password on stdin, not argv. argv is visible through
+        # `ps` / /proc/<pid>/cmdline; stdin also avoids leaving the secret in
+        # the child process environment.
+        stdout, stderr, rc = await _run_bw(
+            ["unlock", "--raw"],
+            input_text=req.master_password + "\n",
+        )
+        if rc != 0:
+            return {"ok": False, "error": f"Unlock failed: {stderr[:300]}"}
+        session = stdout.strip()
+        if not session:
+            return {"ok": False, "error": "bw returned empty session"}
+        cfg = _load_config()
+        cfg["session"] = session
+        cfg["unlocked_at"] = datetime.utcnow().isoformat()
+        _save_config(cfg)
+        return {"ok": True, "message": "Vault unlocked"}
+
+    @router.post("/lock")
+    async def lock(request: Request):
+        """Lock the vault (clear session from config)."""
+        require_admin(request)
+        cfg = _load_config()
+        cfg.pop("session", None)
+        cfg.pop("unlocked_at", None)
+        _save_config(cfg)
+        # Also tell bw to lock
+        await _run_bw(["lock"])
+        return {"ok": True, "message": "Vault locked"}
+
+    @router.post("/logout")
+    async def logout(request: Request):
+        """Log out of the Bitwarden CLI completely."""
+        require_admin(request)
+        await _run_bw(["logout"])
+        cfg = _load_config()
+        cfg.pop("session", None)
+        cfg.pop("email", None)
+        cfg.pop("unlocked_at", None)
+        _save_config(cfg)
+        return {"ok": True}
+
+    return router
+
+
+async def _check_bw_installed() -> bool:
+    try:
+        proc = await asyncio.create_subprocess_exec(
+            _find_bw(), "--version",
+            stdout=asyncio.subprocess.PIPE,
+            stderr=asyncio.subprocess.PIPE,
+        )
+        await proc.communicate()
+        return proc.returncode == 0
+    except Exception:
+        return False

routes/vault_routes.py

@@ -1,242 +1,14 @@
-"""
-vault_routes.py
+"""Backward-compat shim — canonical location is routes/vault/vault_routes.py.
 
-Vaultwarden / Bitwarden CLI integration — config and unlock endpoints.
-Stores the BW_SESSION key in data/vault.json with restrictive permissions.
+This module is replaced in ``sys.modules`` by the canonical module object so
+that ``import routes.vault_routes``, ``from routes.vault_routes import X``,
+and the ``import ... as vr`` + ``monkeypatch.setattr(vr, ...)`` pattern used
+by test_vault_password_not_in_argv.py all operate on the *same* object.
+Keeps existing import paths working after slice 2k (#4082/#4071).
 """
 
-import json
-import logging
-import os
-import shutil
-import asyncio
-from pathlib import Path
-from datetime import datetime
-from fastapi import APIRouter, Request
-from pydantic import BaseModel
+import sys as _sys
 
-from core.middleware import require_admin
-from core.platform_compat import IS_WINDOWS, safe_chmod, which_tool
-from src.constants import VAULT_FILE as _VAULT_FILE
+from routes.vault import vault_routes as _canonical  # noqa: F401
 
-logger = logging.getLogger(__name__)
-
-VAULT_FILE = Path(_VAULT_FILE)
-
-
-def _find_bw() -> str:
-    """Locate the bw binary, checking PATH and common npm-global locations.
-
-    On Windows the Bitwarden CLI shim is `bw.cmd`/`bw.exe`, resolved by
-    which_tool via PATHEXT.
-    """
-    p = which_tool("bw")
-    if p:
-        return p
-    if IS_WINDOWS:
-        appdata = os.environ.get("APPDATA", os.path.expanduser("~"))
-        for candidate in (
-            os.path.join(appdata, "npm", "bw.cmd"),
-            os.path.join(appdata, "npm", "bw.exe"),
-        ):
-            if os.path.isfile(candidate):
-                return candidate
-        return "bw"
-    home = os.path.expanduser("~")
-    for candidate in (
-        f"{home}/.npm-global/bin/bw",
-        f"{home}/.nvm/versions/node/*/bin/bw",
-        "/usr/local/bin/bw",
-        "/opt/homebrew/bin/bw",
-    ):
-        if "*" in candidate:
-            import glob
-            for m in glob.glob(candidate):
-                if os.path.isfile(m) and os.access(m, os.X_OK):
-                    return m
-        elif os.path.isfile(candidate) and os.access(candidate, os.X_OK):
-            return candidate
-    return "bw"  # fall back to PATH lookup (will FileNotFoundError, handled below)
-
-
-def _load_config() -> dict:
-    if VAULT_FILE.exists():
-        try:
-            data = json.loads(VAULT_FILE.read_text(encoding="utf-8"))
-            return data if isinstance(data, dict) else {}
-        except Exception:
-            pass
-    return {}
-
-
-def _save_config(cfg: dict):
-    VAULT_FILE.parent.mkdir(parents=True, exist_ok=True)
-    VAULT_FILE.write_text(json.dumps(cfg, indent=2), encoding="utf-8")
-    # POSIX: restrict the BW_SESSION store to 0o600. Windows: no-op (profile dir
-    # is ACL-restricted already).
-    safe_chmod(str(VAULT_FILE), 0o600)
-
-
-async def _run_bw(args: list, session: str = None, input_text: str = None,
-                  bw_password: str = None) -> tuple:
-    env = {}
-    env.update(os.environ)
-    if session:
-        env["BW_SESSION"] = session
-    # Secrets must never be passed as argv — process arguments are world-readable
-    # via `ps` / `/proc/<pid>/cmdline` to any local user. Keep --passwordenv
-    # support for bw commands that need it; unlock/login callers should prefer
-    # stdin so the master password is not left in the child environment either.
-    if bw_password is not None:
-        env["BW_PASSWORD"] = bw_password
-    bw_path = _find_bw()
-    try:
-        proc = await asyncio.create_subprocess_exec(
-            bw_path, *args,
-            stdin=asyncio.subprocess.PIPE if input_text else None,
-            stdout=asyncio.subprocess.PIPE,
-            stderr=asyncio.subprocess.PIPE,
-            env=env,
-        )
-    except FileNotFoundError:
-        return "", "bw CLI not installed (install `nodejs-bitwarden-cli` or `bitwarden-cli`)", 127
-    except Exception as e:
-        return "", f"Failed to launch bw: {e}", 1
-    try:
-        stdout, stderr = await proc.communicate(input=input_text.encode() if input_text else None)
-    except Exception as e:
-        return "", f"bw subprocess error: {e}", 1
-    return stdout.decode(errors="replace").strip(), stderr.decode(errors="replace").strip(), proc.returncode
-
-
-class VaultConfig(BaseModel):
-    server_url: str = ""
-    email: str = ""
-
-
-class VaultUnlockRequest(BaseModel):
-    master_password: str
-
-
-class VaultLoginRequest(BaseModel):
-    email: str
-    master_password: str
-
-
-def setup_vault_routes():
-    router = APIRouter(prefix="/api/vault", tags=["vault"])
-
-    @router.get("/config")
-    async def get_config(request: Request):
-        """Return vault config (no sensitive fields)."""
-        require_admin(request)
-        cfg = _load_config()
-        return {
-            "server_url": cfg.get("server_url", ""),
-            "email": cfg.get("email", ""),
-            "unlocked": bool(cfg.get("session")),
-            "unlocked_at": cfg.get("unlocked_at", ""),
-            "bw_installed": await _check_bw_installed(),
-        }
-
-    @router.post("/config")
-    async def save_config(req: VaultConfig, request: Request):
-        """Save vault URL + email. Runs 'bw config server' to point at Vaultwarden."""
-        require_admin(request)
-        cfg = _load_config()
-        cfg["server_url"] = req.server_url.strip().rstrip("/")
-        cfg["email"] = req.email.strip()
-
-        if cfg["server_url"]:
-            _, stderr, rc = await _run_bw(["config", "server", cfg["server_url"]])
-            if rc != 0:
-                return {"ok": False, "error": f"bw config failed: {stderr[:300]}"}
-
-        _save_config(cfg)
-        return {"ok": True}
-
-    @router.post("/login")
-    async def login(req: VaultLoginRequest, request: Request):
-        """Log in to Vaultwarden (required once per account)."""
-        require_admin(request)
-        cfg = _load_config()
-        # Update email
-        cfg["email"] = req.email
-        _save_config(cfg)
-
-        stdout, stderr, rc = await _run_bw(
-            ["login", req.email, "--raw"],
-            input_text=req.master_password + "\n",
-        )
-        if rc != 0:
-            # Already logged in is OK
-            if "already logged in" in stderr.lower():
-                return {"ok": True, "already": True}
-            return {"ok": False, "error": f"Login failed: {stderr[:300]}"}
-        # bw login --raw prints session key on success (when 2FA disabled)
-        if stdout:
-            cfg["session"] = stdout
-            cfg["unlocked_at"] = datetime.utcnow().isoformat()
-            _save_config(cfg)
-        return {"ok": True}
-
-    @router.post("/unlock")
-    async def unlock(req: VaultUnlockRequest, request: Request):
-        """Unlock the vault and save the session key."""
-        require_admin(request)
-        # Pass the master password on stdin, not argv. argv is visible through
-        # `ps` / /proc/<pid>/cmdline; stdin also avoids leaving the secret in
-        # the child process environment.
-        stdout, stderr, rc = await _run_bw(
-            ["unlock", "--raw"],
-            input_text=req.master_password + "\n",
-        )
-        if rc != 0:
-            return {"ok": False, "error": f"Unlock failed: {stderr[:300]}"}
-        session = stdout.strip()
-        if not session:
-            return {"ok": False, "error": "bw returned empty session"}
-        cfg = _load_config()
-        cfg["session"] = session
-        cfg["unlocked_at"] = datetime.utcnow().isoformat()
-        _save_config(cfg)
-        return {"ok": True, "message": "Vault unlocked"}
-
-    @router.post("/lock")
-    async def lock(request: Request):
-        """Lock the vault (clear session from config)."""
-        require_admin(request)
-        cfg = _load_config()
-        cfg.pop("session", None)
-        cfg.pop("unlocked_at", None)
-        _save_config(cfg)
-        # Also tell bw to lock
-        await _run_bw(["lock"])
-        return {"ok": True, "message": "Vault locked"}
-
-    @router.post("/logout")
-    async def logout(request: Request):
-        """Log out of the Bitwarden CLI completely."""
-        require_admin(request)
-        await _run_bw(["logout"])
-        cfg = _load_config()
-        cfg.pop("session", None)
-        cfg.pop("email", None)
-        cfg.pop("unlocked_at", None)
-        _save_config(cfg)
-        return {"ok": True}
-
-    return router
-
-
-async def _check_bw_installed() -> bool:
-    try:
-        proc = await asyncio.create_subprocess_exec(
-            _find_bw(), "--version",
-            stdout=asyncio.subprocess.PIPE,
-            stderr=asyncio.subprocess.PIPE,
-        )
-        await proc.communicate()
-        return proc.returncode == 0
-    except Exception:
-        return False
+_sys.modules[__name__] = _canonical

routes/webhook/__init__.py

@@ -0,0 +1,5 @@
+"""Webhook route domain package (slice 2l, #4082/#4071).
+
+Contains webhook_routes.py, migrated from the flat routes/ directory.
+Backward-compat shim at routes/webhook_routes.py re-exports from here.
+"""

routes/webhook/webhook_routes.py

@@ -0,0 +1,395 @@
+"""Webhook, API Token, and sync chat routes."""
+
+import uuid
+import logging
+from typing import Optional
+
+import httpx
+from fastapi import APIRouter, HTTPException, Request, Form
+from pydantic import BaseModel, Field
+
+from core.database import SessionLocal, Webhook, ModelEndpoint
+from src.auth_helpers import owner_filter
+from src.url_security import validate_public_http_url
+from src.webhook_manager import WebhookManager, validate_webhook_url, validate_events
+
+logger = logging.getLogger(__name__)
+
+router = APIRouter(prefix="/api", tags=["webhooks"])
+
+# Input limits
+MAX_NAME_LEN = 100
+MAX_URL_LEN = 2048
+MAX_SECRET_LEN = 256
+MAX_MESSAGE_LEN = 32_000
+
+
+from core.middleware import require_admin as _require_admin
+
+
+def _select_api_chat_fallback_endpoint(db, token_owner: Optional[str]):
+    """First enabled ModelEndpoint visible to token_owner — their own rows plus
+    legacy null-owner ("shared") rows. Owner-scoped: an unscoped .first() would
+    let a chat-scoped token fall back onto another user's private endpoint and
+    silently spend that owner's API key/quota. Prefer owner rows before shared
+    rows. Fails closed to null-owner rows only when token_owner is absent.
+    Does not validate base_url — admin-configured local/LAN endpoints remain allowed.
+    """
+    query = db.query(ModelEndpoint).filter(ModelEndpoint.is_enabled == True)  # noqa: E712
+    if token_owner:
+        query = owner_filter(query, ModelEndpoint, token_owner)
+        return query.order_by(ModelEndpoint.owner.desc(), ModelEndpoint.created_at).first()
+    return query.filter(ModelEndpoint.owner == None).order_by(ModelEndpoint.created_at).first()  # noqa: E711
+
+
+def _caller_owns_session(sess_owner, caller) -> bool:
+    """Strict session-ownership gate for the token-authenticated sync-chat
+    endpoint (`POST /api/v1/chat`).
+
+    Mirrors ``_verify_session_owner`` in session_routes.py and the null-owner
+    gates in notes/calendar/gallery: a caller may resume a session ONLY when
+    its owner matches them exactly. A null/empty session owner (legacy or
+    migrated rows) is deliberately NOT resumable by an arbitrary token — the
+    old ``sess_owner and sess_owner != caller`` form skipped the check whenever
+    ``sess_owner`` was falsy, so any chat-scoped token (e.g. a paired mobile
+    device) could resume such a session, inject a message, and read back its
+    history and reuse the owner's endpoint credentials. Fail closed: an
+    unresolvable caller also returns False.
+    """
+    if not caller:
+        return False
+    return sess_owner == caller
+
+
+def setup_webhook_routes(
+    webhook_manager: WebhookManager,
+    auth_manager,
+    session_manager=None,
+    api_key_manager=None,
+) -> APIRouter:
+
+    @router.get("/webhooks")
+    def list_webhooks(request: Request):
+        _require_admin(request)
+        db = SessionLocal()
+        try:
+            hooks = db.query(Webhook).all()
+            return [
+                {
+                    "id": w.id,
+                    "name": w.name,
+                    "url": w.url,
+                    "has_secret": bool(w.secret),
+                    "events": w.events.split(",") if w.events else [],
+                    "is_active": w.is_active,
+                    "last_triggered_at": w.last_triggered_at.isoformat() if w.last_triggered_at else None,
+                    "last_status_code": w.last_status_code,
+                    "last_error": w.last_error,
+                    "created_at": w.created_at.isoformat() if w.created_at else None,
+                }
+                for w in hooks
+            ]
+        finally:
+            db.close()
+
+    @router.post("/webhooks")
+    def create_webhook(
+        request: Request,
+        name: str = Form(""),
+        url: str = Form(""),
+        secret: str = Form(""),
+        events: str = Form(""),
+    ):
+        _require_admin(request)
+        name = name.strip()[:MAX_NAME_LEN]
+        if not name:
+            raise HTTPException(400, "Webhook name is required")
+        try:
+            url = validate_webhook_url(url)
+        except ValueError as e:
+            raise HTTPException(400, str(e))
+        try:
+            events = validate_events(events)
+        except ValueError as e:
+            raise HTTPException(400, str(e))
+
+        secret_val = secret.strip()[:MAX_SECRET_LEN] or None
+        # Encrypt the secret at rest using the same Fernet key as API keys
+        encrypted_secret = None
+        if secret_val and api_key_manager:
+            encrypted_secret = api_key_manager.encrypt_api_key(secret_val)
+        elif secret_val:
+            encrypted_secret = secret_val  # Fallback if no encryption available
+
+        webhook_id = str(uuid.uuid4())[:8]
+        db = SessionLocal()
+        try:
+            db.add(Webhook(
+                id=webhook_id,
+                name=name,
+                url=url,
+                secret=encrypted_secret,
+                events=events,
+                is_active=True,
+            ))
+            db.commit()
+        finally:
+            db.close()
+
+        return {"id": webhook_id, "name": name}
+
+    @router.post("/webhooks/{webhook_id}/test")
+    async def test_webhook(request: Request, webhook_id: str):
+        _require_admin(request)
+        db = SessionLocal()
+        try:
+            wh = db.query(Webhook).filter(Webhook.id == webhook_id).first()
+            if not wh:
+                raise HTTPException(404, "Webhook not found")
+            url, secret = wh.url, wh.secret
+        finally:
+            db.close()
+
+        await webhook_manager.deliver_test(webhook_id, url, secret)
+        return {"status": "sent"}
+
+    @router.patch("/webhooks/{webhook_id}")
+    def toggle_webhook(request: Request, webhook_id: str):
+        _require_admin(request)
+        db = SessionLocal()
+        try:
+            wh = db.query(Webhook).filter(Webhook.id == webhook_id).first()
+            if not wh:
+                raise HTTPException(404, "Webhook not found")
+            wh.is_active = not wh.is_active
+            db.commit()
+            return {"id": webhook_id, "is_active": wh.is_active}
+        finally:
+            db.close()
+
+    @router.delete("/webhooks/{webhook_id}")
+    def delete_webhook(request: Request, webhook_id: str):
+        _require_admin(request)
+        db = SessionLocal()
+        try:
+            deleted = db.query(Webhook).filter(Webhook.id == webhook_id).delete()
+            db.commit()
+            if not deleted:
+                raise HTTPException(404, "Webhook not found")
+        finally:
+            db.close()
+        return {"status": "deleted"}
+
+    # ================================================================
+    # Sync Chat Endpoint (for n8n / Make / Activepieces)
+    # ================================================================
+
+    # Known provider base URLs — auto-resolved from api_key prefix or model name
+    KNOWN_PROVIDERS = {
+        "deepseek": "https://api.deepseek.com/v1",
+        "openai": "https://api.openai.com/v1",
+        "mistral": "https://api.mistral.ai/v1",
+        "groq": "https://api.groq.com/openai/v1",
+        "together": "https://api.together.xyz/v1",
+        "openrouter": "https://openrouter.ai/api/v1",
+        "ollama": "https://ollama.com/api",
+        "opencode-zen": "https://opencode.ai/zen/v1",
+        "opencode-go": "https://opencode.ai/zen/go/v1",
+        "fireworks": "https://api.fireworks.ai/inference/v1",
+        "venice": "https://api.venice.ai/api/v1",
+        "kimi-code": "https://api.kimi.com/coding/v1",
+        "kimicode": "https://api.kimi.com/coding/v1",
+    }
+
+    # Model prefix → provider mapping for auto-detection
+    MODEL_PROVIDER_MAP = {
+        "deepseek": "deepseek",
+        "gpt-": "openai",
+        "o1": "openai",
+        "o3": "openai",
+        "o4": "openai",
+        "mistral": "mistral",
+        "llama": "groq",
+        "mixtral": "groq",
+        "kimi-for-coding": "kimi-code",
+        "kimi": "kimi-code",
+    }
+
+    def _resolve_base_url(model: Optional[str], provider: Optional[str]) -> Optional[str]:
+        """Try to auto-resolve a base URL from provider name or model prefix."""
+        if provider and provider.lower() in KNOWN_PROVIDERS:
+            return KNOWN_PROVIDERS[provider.lower()]
+        if model:
+            model_lower = model.lower()
+            for prefix, prov in MODEL_PROVIDER_MAP.items():
+                if model_lower.startswith(prefix):
+                    return KNOWN_PROVIDERS[prov]
+        return None
+
+    class SyncChatRequest(BaseModel):
+        message: str = Field(..., max_length=MAX_MESSAGE_LEN)
+        model: Optional[str] = Field(None, max_length=200)
+        session: Optional[str] = Field(None, max_length=100)
+        api_key: Optional[str] = Field(None, max_length=256)
+        base_url: Optional[str] = Field(None, max_length=MAX_URL_LEN)
+        provider: Optional[str] = Field(None, max_length=50)
+
+    @router.post("/v1/chat")
+    async def sync_chat(request: Request, body: SyncChatRequest):
+        if not getattr(request.state, "api_token", False):
+            raise HTTPException(403, "This endpoint requires an API token")
+        scopes = set(getattr(request.state, "api_token_scopes", []) or [])
+        if "chat" not in scopes:
+            raise HTTPException(403, "API token is not scoped for chat")
+        token_owner = getattr(request.state, "api_token_owner", None)
+
+        from core.models import ChatMessage
+        from src.llm_core import llm_call_async
+        from src.endpoint_resolver import build_chat_url, build_headers, build_models_url, normalize_base
+
+        message = body.message.strip()
+        if not message:
+            raise HTTPException(400, "Message is required")
+
+        session_id = body.session
+        sess = None
+
+        # --- Case 1: Resume an existing session ---
+        if session_id and session_manager:
+            try:
+                sess = session_manager.get_session(session_id)
+            except (KeyError, Exception):
+                raise HTTPException(404, "Session not found")
+            # SECURITY: verify the API-token's user owns this session — without
+            # this any token holder could resume any user's chat by passing its
+            # ID. The token's user is on request.state.user (set by API-token
+            # middleware); fall back to require_user if not present.
+            try:
+                from src.auth_helpers import get_current_user as _gcu
+                _tok_user = token_owner or getattr(request.state, "user", None) or _gcu(request)
+            except Exception:
+                _tok_user = None
+            # Strict ownership (see _caller_owns_session): fail closed so a
+            # null-owner / cross-owner session can't be resumed by an arbitrary
+            # chat-scoped token.
+            _sess_owner = getattr(sess, "owner", None)
+            if not _caller_owns_session(_sess_owner, _tok_user):
+                raise HTTPException(404, "Session not found")
+
+        # --- Case 2: Direct API key + model (no pre-configured endpoint needed) ---
+        if not sess and body.api_key:
+            api_key = body.api_key.strip()
+            model = body.model or "deepseek-chat"
+
+            # Validate only token-supplied direct base_url; auto-resolved known-provider
+            # URLs are not subject to extra local/LAN blocking beyond existing provider logic.
+            direct_base_url = body.base_url.strip().rstrip("/") if body.base_url else None
+            if direct_base_url:
+                try:
+                    base_url = validate_public_http_url(direct_base_url)
+                except ValueError as e:
+                    detail = str(e).replace("URL", "base_url", 1)
+                    raise HTTPException(400, detail)
+            else:
+                base_url = _resolve_base_url(model, body.provider)
+            if not base_url:
+                raise HTTPException(400,
+                    "Could not auto-detect provider. Pass base_url (e.g. 'https://api.deepseek.com/v1') "
+                    "or provider ('deepseek', 'openai', 'groq', etc.)")
+            base_url = normalize_base(base_url)
+            endpoint_url = build_chat_url(base_url)
+
+            if not session_manager:
+                raise HTTPException(500, "Session manager not available")
+
+            sid = str(uuid.uuid4())
+            sess = session_manager.create_session(
+                session_id=sid, name="API Chat", endpoint_url=endpoint_url,
+                model=model, owner=token_owner,
+            )
+            sess.headers = build_headers(api_key, base_url)
+            session_manager.save_sessions()
+            session_id = sid
+
+        # --- Case 3: Fall back to first configured ModelEndpoint ---
+        if not sess:
+            db = SessionLocal()
+            try:
+                ep = _select_api_chat_fallback_endpoint(db, token_owner)
+            finally:
+                db.close()
+
+            if not ep:
+                raise HTTPException(400,
+                    "No session, api_key, or configured endpoints. "
+                    "Pass api_key + model, or configure an endpoint in Admin.")
+
+            base_url = normalize_base(ep.base_url)
+            endpoint_url = build_chat_url(base_url)
+            model = body.model or "auto"
+            api_key = ep.api_key
+            if getattr(ep, "provider_auth_id", None):
+                try:
+                    from src.endpoint_resolver import resolve_endpoint_runtime
+                    base_url, api_key = resolve_endpoint_runtime(ep, owner=token_owner)
+                    endpoint_url = build_chat_url(base_url)
+                except Exception:
+                    raise HTTPException(500, "Could not resolve endpoint credentials")
+
+            if model == "auto":
+                try:
+                    async with httpx.AsyncClient(timeout=5) as client:
+                        models_url = build_models_url(base_url)
+                        hdrs = build_headers(api_key, base_url)
+                        if models_url:
+                            resp = await client.get(models_url, headers=hdrs)
+                            resp.raise_for_status()
+                            data = resp.json()
+                            items = data if isinstance(data, list) else (data.get("data") or [])
+                            ids = [m.get("id") for m in items if isinstance(m, dict) and m.get("id")]
+                            if not ids and isinstance(data, dict):
+                                ids = [
+                                    m.get("name") or m.get("model")
+                                    for m in (data.get("models") or [])
+                                    if m.get("name") or m.get("model")
+                                ]
+                        else:
+                            import json as _json
+                            ids = _json.loads(ep.cached_models or "[]")
+                        model = ids[0] if ids else "auto"
+                except Exception:
+                    raise HTTPException(500, "Could not discover models from endpoint")
+
+            if not session_manager:
+                raise HTTPException(500, "Session manager not available")
+
+            sid = str(uuid.uuid4())
+            sess = session_manager.create_session(
+                session_id=sid, name="API Chat", endpoint_url=endpoint_url,
+                model=model, owner=token_owner,
+            )
+            if api_key:
+                sess.headers = build_headers(api_key, base_url)
+                session_manager.save_sessions()
+            session_id = sid
+
+        # --- Send message and get response ---
+        sess.add_message(ChatMessage("user", message))
+
+        messages = [{"role": m.role, "content": m.content} for m in sess.history]
+
+        reply = await llm_call_async(
+            sess.endpoint_url, sess.model, messages,
+            headers=sess.headers, timeout=120,
+        )
+        sess.add_message(ChatMessage("assistant", reply))
+        session_manager.save_sessions()
+
+        webhook_manager.fire_and_forget("chat.completed", {
+            "session_id": session_id, "model": sess.model,
+            "user_message": message[:2000], "response": reply[:2000],
+        })
+
+        return {"response": reply, "session_id": session_id, "model": sess.model}
+
+    return router

routes/webhook_routes.py

@@ -1,395 +1,16 @@
-"""Webhook, API Token, and sync chat routes."""
+"""Backward-compat shim — canonical location is routes/webhook/webhook_routes.py.
 
-import uuid
-import logging
-from typing import Optional
+This module is replaced in ``sys.modules`` by the canonical module object so
+that ``import routes.webhook_routes``, ``from routes.webhook_routes import X``,
+``importlib.import_module("routes.webhook_routes")``, and the
+``__import__("routes.webhook_routes", fromlist=[...])`` + ``setattr(wh_mod,
+...)`` pattern used by test_null_owner_gates.py all operate on the *same*
+object. Keeps existing import paths working after slice 2l (#4082/#4071).
+Source-introspection tests read the canonical file by path.
+"""
 
-import httpx
-from fastapi import APIRouter, HTTPException, Request, Form
-from pydantic import BaseModel, Field
+import sys as _sys
 
-from core.database import SessionLocal, Webhook, ModelEndpoint
-from src.auth_helpers import owner_filter
-from src.url_security import validate_public_http_url
-from src.webhook_manager import WebhookManager, validate_webhook_url, validate_events
+from routes.webhook import webhook_routes as _canonical  # noqa: F401
 
-logger = logging.getLogger(__name__)
-
-router = APIRouter(prefix="/api", tags=["webhooks"])
-
-# Input limits
-MAX_NAME_LEN = 100
-MAX_URL_LEN = 2048
-MAX_SECRET_LEN = 256
-MAX_MESSAGE_LEN = 32_000
-
-
-from core.middleware import require_admin as _require_admin
-
-
-def _select_api_chat_fallback_endpoint(db, token_owner: Optional[str]):
-    """First enabled ModelEndpoint visible to token_owner — their own rows plus
-    legacy null-owner ("shared") rows. Owner-scoped: an unscoped .first() would
-    let a chat-scoped token fall back onto another user's private endpoint and
-    silently spend that owner's API key/quota. Prefer owner rows before shared
-    rows. Fails closed to null-owner rows only when token_owner is absent.
-    Does not validate base_url — admin-configured local/LAN endpoints remain allowed.
-    """
-    query = db.query(ModelEndpoint).filter(ModelEndpoint.is_enabled == True)  # noqa: E712
-    if token_owner:
-        query = owner_filter(query, ModelEndpoint, token_owner)
-        return query.order_by(ModelEndpoint.owner.desc(), ModelEndpoint.created_at).first()
-    return query.filter(ModelEndpoint.owner == None).order_by(ModelEndpoint.created_at).first()  # noqa: E711
-
-
-def _caller_owns_session(sess_owner, caller) -> bool:
-    """Strict session-ownership gate for the token-authenticated sync-chat
-    endpoint (`POST /api/v1/chat`).
-
-    Mirrors ``_verify_session_owner`` in session_routes.py and the null-owner
-    gates in notes/calendar/gallery: a caller may resume a session ONLY when
-    its owner matches them exactly. A null/empty session owner (legacy or
-    migrated rows) is deliberately NOT resumable by an arbitrary token — the
-    old ``sess_owner and sess_owner != caller`` form skipped the check whenever
-    ``sess_owner`` was falsy, so any chat-scoped token (e.g. a paired mobile
-    device) could resume such a session, inject a message, and read back its
-    history and reuse the owner's endpoint credentials. Fail closed: an
-    unresolvable caller also returns False.
-    """
-    if not caller:
-        return False
-    return sess_owner == caller
-
-
-def setup_webhook_routes(
-    webhook_manager: WebhookManager,
-    auth_manager,
-    session_manager=None,
-    api_key_manager=None,
-) -> APIRouter:
-
-    @router.get("/webhooks")
-    def list_webhooks(request: Request):
-        _require_admin(request)
-        db = SessionLocal()
-        try:
-            hooks = db.query(Webhook).all()
-            return [
-                {
-                    "id": w.id,
-                    "name": w.name,
-                    "url": w.url,
-                    "has_secret": bool(w.secret),
-                    "events": w.events.split(",") if w.events else [],
-                    "is_active": w.is_active,
-                    "last_triggered_at": w.last_triggered_at.isoformat() if w.last_triggered_at else None,
-                    "last_status_code": w.last_status_code,
-                    "last_error": w.last_error,
-                    "created_at": w.created_at.isoformat() if w.created_at else None,
-                }
-                for w in hooks
-            ]
-        finally:
-            db.close()
-
-    @router.post("/webhooks")
-    def create_webhook(
-        request: Request,
-        name: str = Form(""),
-        url: str = Form(""),
-        secret: str = Form(""),
-        events: str = Form(""),
-    ):
-        _require_admin(request)
-        name = name.strip()[:MAX_NAME_LEN]
-        if not name:
-            raise HTTPException(400, "Webhook name is required")
-        try:
-            url = validate_webhook_url(url)
-        except ValueError as e:
-            raise HTTPException(400, str(e))
-        try:
-            events = validate_events(events)
-        except ValueError as e:
-            raise HTTPException(400, str(e))
-
-        secret_val = secret.strip()[:MAX_SECRET_LEN] or None
-        # Encrypt the secret at rest using the same Fernet key as API keys
-        encrypted_secret = None
-        if secret_val and api_key_manager:
-            encrypted_secret = api_key_manager.encrypt_api_key(secret_val)
-        elif secret_val:
-            encrypted_secret = secret_val  # Fallback if no encryption available
-
-        webhook_id = str(uuid.uuid4())[:8]
-        db = SessionLocal()
-        try:
-            db.add(Webhook(
-                id=webhook_id,
-                name=name,
-                url=url,
-                secret=encrypted_secret,
-                events=events,
-                is_active=True,
-            ))
-            db.commit()
-        finally:
-            db.close()
-
-        return {"id": webhook_id, "name": name}
-
-    @router.post("/webhooks/{webhook_id}/test")
-    async def test_webhook(request: Request, webhook_id: str):
-        _require_admin(request)
-        db = SessionLocal()
-        try:
-            wh = db.query(Webhook).filter(Webhook.id == webhook_id).first()
-            if not wh:
-                raise HTTPException(404, "Webhook not found")
-            url, secret = wh.url, wh.secret
-        finally:
-            db.close()
-
-        await webhook_manager.deliver_test(webhook_id, url, secret)
-        return {"status": "sent"}
-
-    @router.patch("/webhooks/{webhook_id}")
-    def toggle_webhook(request: Request, webhook_id: str):
-        _require_admin(request)
-        db = SessionLocal()
-        try:
-            wh = db.query(Webhook).filter(Webhook.id == webhook_id).first()
-            if not wh:
-                raise HTTPException(404, "Webhook not found")
-            wh.is_active = not wh.is_active
-            db.commit()
-            return {"id": webhook_id, "is_active": wh.is_active}
-        finally:
-            db.close()
-
-    @router.delete("/webhooks/{webhook_id}")
-    def delete_webhook(request: Request, webhook_id: str):
-        _require_admin(request)
-        db = SessionLocal()
-        try:
-            deleted = db.query(Webhook).filter(Webhook.id == webhook_id).delete()
-            db.commit()
-            if not deleted:
-                raise HTTPException(404, "Webhook not found")
-        finally:
-            db.close()
-        return {"status": "deleted"}
-
-    # ================================================================
-    # Sync Chat Endpoint (for n8n / Make / Activepieces)
-    # ================================================================
-
-    # Known provider base URLs — auto-resolved from api_key prefix or model name
-    KNOWN_PROVIDERS = {
-        "deepseek": "https://api.deepseek.com/v1",
-        "openai": "https://api.openai.com/v1",
-        "mistral": "https://api.mistral.ai/v1",
-        "groq": "https://api.groq.com/openai/v1",
-        "together": "https://api.together.xyz/v1",
-        "openrouter": "https://openrouter.ai/api/v1",
-        "ollama": "https://ollama.com/api",
-        "opencode-zen": "https://opencode.ai/zen/v1",
-        "opencode-go": "https://opencode.ai/zen/go/v1",
-        "fireworks": "https://api.fireworks.ai/inference/v1",
-        "venice": "https://api.venice.ai/api/v1",
-        "kimi-code": "https://api.kimi.com/coding/v1",
-        "kimicode": "https://api.kimi.com/coding/v1",
-    }
-
-    # Model prefix → provider mapping for auto-detection
-    MODEL_PROVIDER_MAP = {
-        "deepseek": "deepseek",
-        "gpt-": "openai",
-        "o1": "openai",
-        "o3": "openai",
-        "o4": "openai",
-        "mistral": "mistral",
-        "llama": "groq",
-        "mixtral": "groq",
-        "kimi-for-coding": "kimi-code",
-        "kimi": "kimi-code",
-    }
-
-    def _resolve_base_url(model: Optional[str], provider: Optional[str]) -> Optional[str]:
-        """Try to auto-resolve a base URL from provider name or model prefix."""
-        if provider and provider.lower() in KNOWN_PROVIDERS:
-            return KNOWN_PROVIDERS[provider.lower()]
-        if model:
-            model_lower = model.lower()
-            for prefix, prov in MODEL_PROVIDER_MAP.items():
-                if model_lower.startswith(prefix):
-                    return KNOWN_PROVIDERS[prov]
-        return None
-
-    class SyncChatRequest(BaseModel):
-        message: str = Field(..., max_length=MAX_MESSAGE_LEN)
-        model: Optional[str] = Field(None, max_length=200)
-        session: Optional[str] = Field(None, max_length=100)
-        api_key: Optional[str] = Field(None, max_length=256)
-        base_url: Optional[str] = Field(None, max_length=MAX_URL_LEN)
-        provider: Optional[str] = Field(None, max_length=50)
-
-    @router.post("/v1/chat")
-    async def sync_chat(request: Request, body: SyncChatRequest):
-        if not getattr(request.state, "api_token", False):
-            raise HTTPException(403, "This endpoint requires an API token")
-        scopes = set(getattr(request.state, "api_token_scopes", []) or [])
-        if "chat" not in scopes:
-            raise HTTPException(403, "API token is not scoped for chat")
-        token_owner = getattr(request.state, "api_token_owner", None)
-
-        from core.models import ChatMessage
-        from src.llm_core import llm_call_async
-        from src.endpoint_resolver import build_chat_url, build_headers, build_models_url, normalize_base
-
-        message = body.message.strip()
-        if not message:
-            raise HTTPException(400, "Message is required")
-
-        session_id = body.session
-        sess = None
-
-        # --- Case 1: Resume an existing session ---
-        if session_id and session_manager:
-            try:
-                sess = session_manager.get_session(session_id)
-            except (KeyError, Exception):
-                raise HTTPException(404, "Session not found")
-            # SECURITY: verify the API-token's user owns this session — without
-            # this any token holder could resume any user's chat by passing its
-            # ID. The token's user is on request.state.user (set by API-token
-            # middleware); fall back to require_user if not present.
-            try:
-                from src.auth_helpers import get_current_user as _gcu
-                _tok_user = token_owner or getattr(request.state, "user", None) or _gcu(request)
-            except Exception:
-                _tok_user = None
-            # Strict ownership (see _caller_owns_session): fail closed so a
-            # null-owner / cross-owner session can't be resumed by an arbitrary
-            # chat-scoped token.
-            _sess_owner = getattr(sess, "owner", None)
-            if not _caller_owns_session(_sess_owner, _tok_user):
-                raise HTTPException(404, "Session not found")
-
-        # --- Case 2: Direct API key + model (no pre-configured endpoint needed) ---
-        if not sess and body.api_key:
-            api_key = body.api_key.strip()
-            model = body.model or "deepseek-chat"
-
-            # Validate only token-supplied direct base_url; auto-resolved known-provider
-            # URLs are not subject to extra local/LAN blocking beyond existing provider logic.
-            direct_base_url = body.base_url.strip().rstrip("/") if body.base_url else None
-            if direct_base_url:
-                try:
-                    base_url = validate_public_http_url(direct_base_url)
-                except ValueError as e:
-                    detail = str(e).replace("URL", "base_url", 1)
-                    raise HTTPException(400, detail)
-            else:
-                base_url = _resolve_base_url(model, body.provider)
-            if not base_url:
-                raise HTTPException(400,
-                    "Could not auto-detect provider. Pass base_url (e.g. 'https://api.deepseek.com/v1') "
-                    "or provider ('deepseek', 'openai', 'groq', etc.)")
-            base_url = normalize_base(base_url)
-            endpoint_url = build_chat_url(base_url)
-
-            if not session_manager:
-                raise HTTPException(500, "Session manager not available")
-
-            sid = str(uuid.uuid4())
-            sess = session_manager.create_session(
-                session_id=sid, name="API Chat", endpoint_url=endpoint_url,
-                model=model, owner=token_owner,
-            )
-            sess.headers = build_headers(api_key, base_url)
-            session_manager.save_sessions()
-            session_id = sid
-
-        # --- Case 3: Fall back to first configured ModelEndpoint ---
-        if not sess:
-            db = SessionLocal()
-            try:
-                ep = _select_api_chat_fallback_endpoint(db, token_owner)
-            finally:
-                db.close()
-
-            if not ep:
-                raise HTTPException(400,
-                    "No session, api_key, or configured endpoints. "
-                    "Pass api_key + model, or configure an endpoint in Admin.")
-
-            base_url = normalize_base(ep.base_url)
-            endpoint_url = build_chat_url(base_url)
-            model = body.model or "auto"
-            api_key = ep.api_key
-            if getattr(ep, "provider_auth_id", None):
-                try:
-                    from src.endpoint_resolver import resolve_endpoint_runtime
-                    base_url, api_key = resolve_endpoint_runtime(ep, owner=token_owner)
-                    endpoint_url = build_chat_url(base_url)
-                except Exception:
-                    raise HTTPException(500, "Could not resolve endpoint credentials")
-
-            if model == "auto":
-                try:
-                    async with httpx.AsyncClient(timeout=5) as client:
-                        models_url = build_models_url(base_url)
-                        hdrs = build_headers(api_key, base_url)
-                        if models_url:
-                            resp = await client.get(models_url, headers=hdrs)
-                            resp.raise_for_status()
-                            data = resp.json()
-                            items = data if isinstance(data, list) else (data.get("data") or [])
-                            ids = [m.get("id") for m in items if isinstance(m, dict) and m.get("id")]
-                            if not ids and isinstance(data, dict):
-                                ids = [
-                                    m.get("name") or m.get("model")
-                                    for m in (data.get("models") or [])
-                                    if m.get("name") or m.get("model")
-                                ]
-                        else:
-                            import json as _json
-                            ids = _json.loads(ep.cached_models or "[]")
-                        model = ids[0] if ids else "auto"
-                except Exception:
-                    raise HTTPException(500, "Could not discover models from endpoint")
-
-            if not session_manager:
-                raise HTTPException(500, "Session manager not available")
-
-            sid = str(uuid.uuid4())
-            sess = session_manager.create_session(
-                session_id=sid, name="API Chat", endpoint_url=endpoint_url,
-                model=model, owner=token_owner,
-            )
-            if api_key:
-                sess.headers = build_headers(api_key, base_url)
-                session_manager.save_sessions()
-            session_id = sid
-
-        # --- Send message and get response ---
-        sess.add_message(ChatMessage("user", message))
-
-        messages = [{"role": m.role, "content": m.content} for m in sess.history]
-
-        reply = await llm_call_async(
-            sess.endpoint_url, sess.model, messages,
-            headers=sess.headers, timeout=120,
-        )
-        sess.add_message(ChatMessage("assistant", reply))
-        session_manager.save_sessions()
-
-        webhook_manager.fire_and_forget("chat.completed", {
-            "session_id": session_id, "model": sess.model,
-            "user_message": message[:2000], "response": reply[:2000],
-        })
-
-        return {"response": reply, "session_id": session_id, "model": sess.model}
-
-    return router
+_sys.modules[__name__] = _canonical

scripts/demo_email/demo_account.py

@@ -1,5 +1,5 @@
 #!/usr/bin/env python3
-"""Create/remove the switchable, non-default 'Demo' EmailAccount in Odysseus.
+"""Create/remove the switchable 'Demo' EmailAccount in Odysseus.
 
 Mirrors the existing local-Dovecot account (localhost:31143, STARTTLS) but points
 at the throwaway demo@odysseus.local mailbox. Password is stored Fernet-encrypted
@@ -20,7 +20,14 @@ from pathlib import Path
 ROOT = Path(__file__).resolve().parent.parent.parent
 sys.path.insert(0, str(ROOT))
 
-from core.database import SessionLocal, EmailAccount, Base, engine  # noqa: E402
+from core.database import (  # noqa: E402
+    Base,
+    EmailAccount,
+    SessionLocal,
+    engine,
+    lock_email_account_owner_mutations,
+)
+from sqlalchemy import or_  # noqa: E402
 from src.secret_storage import encrypt  # noqa: E402
 
 NAME = "Demo"
@@ -31,18 +38,98 @@ IMAP_PASSWORD = "demodemo"
 OWNER = ""
 
 
-def setup() -> int:
-    Base.metadata.create_all(bind=engine)
+def _owner_scope(query, owner: str):
+    if owner:
+        return query.filter(EmailAccount.owner == owner)
+    return query.filter(or_(EmailAccount.owner == None, EmailAccount.owner == ""))  # noqa: E711
+
+
+def _discover_demo_scopes() -> set[str]:
     db = SessionLocal()
     try:
-        acct = db.query(EmailAccount).filter(
-            EmailAccount.name == NAME, EmailAccount.imap_user == IMAP_USER
-        ).first()
+        return {
+            row.owner or ""
+            for row in db.query(EmailAccount).filter(
+                EmailAccount.name == NAME,
+                EmailAccount.imap_user == IMAP_USER,
+            ).all()
+        }
+    finally:
+        db.close()
+
+
+def _lock_and_load_demo_rows(db, scopes: set[str]):
+    """Reload Demo rows under every observed owner lock."""
+    scopes = set(scopes) or {OWNER}
+    while True:
+        lock_email_account_owner_mutations(db, *scopes)
+        rows = (
+            db.query(EmailAccount)
+            .filter(
+                EmailAccount.name == NAME,
+                EmailAccount.imap_user == IMAP_USER,
+            )
+            .order_by(EmailAccount.created_at.asc(), EmailAccount.id.asc())
+            .all()
+        )
+        current_scopes = {row.owner or "" for row in rows}
+        if current_scopes.issubset(scopes) or db.get_bind().dialect.name == "sqlite":
+            return rows
+        db.rollback()
+        scopes.update(current_scopes)
+
+
+def _promote_oldest_enabled(db, owner: str, excluded_ids: list[str]) -> None:
+    remaining = _owner_scope(
+        db.query(EmailAccount).filter(
+            EmailAccount.enabled == True,  # noqa: E712
+            ~EmailAccount.id.in_(excluded_ids),
+        ),
+        owner,
+    )
+    if remaining.filter(EmailAccount.is_default == True).first() is not None:  # noqa: E712
+        return
+    promote = remaining.order_by(
+        EmailAccount.created_at.asc(), EmailAccount.id.asc()
+    ).first()
+    if promote is not None:
+        promote.is_default = True
+
+
+def setup() -> int:
+    Base.metadata.create_all(bind=engine)
+    scopes = _discover_demo_scopes() | {OWNER}
+    db = SessionLocal()
+    try:
+        rows = _lock_and_load_demo_rows(db, scopes)
+        acct = rows[0] if rows else None
         if acct is None:
             acct = EmailAccount(id=uuid.uuid4().hex, name=NAME)
             db.add(acct)
+        old_scope = acct.owner or ""
+        was_default = bool(acct.is_default)
+        if old_scope != OWNER:
+            # Move a non-default row first so the unique index cannot see two
+            # defaults transiently while SQLAlchemy flushes the owner move and
+            # old-scope promotion in separate UPDATE statements.
+            acct.is_default = False
+            acct.owner = OWNER
+            db.flush()
+            if was_default:
+                _promote_oldest_enabled(db, old_scope, [acct.id])
+
+        target_default = _owner_scope(
+            db.query(EmailAccount).filter(
+                EmailAccount.id != acct.id,
+                EmailAccount.is_default == True,  # noqa: E712
+            ),
+            OWNER,
+        ).first()
         acct.owner = OWNER
-        acct.is_default = False          # never default — user switches to it
+        # Keep Demo non-default when a real default exists.  If it is the only
+        # enabled account, it must be default to preserve normal create
+        # semantics and avoid leaving the owner partition without one.
+        acct.is_default = target_default is None
         acct.enabled = True
         acct.imap_host = "localhost"
         acct.imap_port = 31143
@@ -57,20 +144,27 @@ def setup() -> int:
         acct.smtp_password = encrypt(IMAP_PASSWORD)
         acct.from_address = IMAP_USER
         db.commit()
-        print(f"'{NAME}' account ready (id={acct.id}, non-default, switchable).")
+        state = "default" if acct.is_default else "non-default"
+        print(f"'{NAME}' account ready (id={acct.id}, {state}, switchable).")
         return 0
     finally:
         db.close()
 
 
 def teardown() -> int:
+    scopes = _discover_demo_scopes()
     db = SessionLocal()
     try:
-        rows = db.query(EmailAccount).filter(
-            EmailAccount.name == NAME, EmailAccount.imap_user == IMAP_USER
-        ).all()
+        rows = _lock_and_load_demo_rows(db, scopes)
+        deleted_ids = [row.id for row in rows]
+        default_scopes = {row.owner or "" for row in rows if row.is_default}
         for r in rows:
             db.delete(r)
+        # Ensure the old default DELETE reaches the database before a
+        # replacement UPDATE; the unique index is enforced per statement.
+        db.flush()
+        for owner in default_scopes:
+            _promote_oldest_enabled(db, owner, deleted_ids)
         db.commit()
         print(f"removed {len(rows)} '{NAME}' account row(s).")
         return 0