fix: Redis bool storage, tool tracking matching, e2e fixture scope

- Convert booleans to strings for Redis hset (Redis doesn't accept bool)
- Extract capability from delegate_to_X tool names for tracking
- Use loop_scope="module" for pytest-asyncio module-scoped fixtures
- Add note about using venv for tests in AGENTS.md

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

AGENTS.md

@@ -22,6 +22,11 @@ This document contains instructions and documentation references for AI assistan
 * **Test REST endpoints** against `http://localhost:8777` using curl or similar tools
 * **Only deploy** when a phase or feature is complete and tested locally
 * **Environment**: Copy `.env.example` to `.env` and configure for your local setup (Ollama, Redis, Qdrant hosts)
+* **Running tests**: Always use the venv explicitly to avoid environment mismatches:
+  ```bash
+  .venv/bin/python -m pytest tests/           # All tests
+  .venv/bin/python -m pytest tests/core/ -v   # Core tests only
+  ```
 
 ### 🌐 Internal Service Access
 * **git.schweitz.net**: Access via `http://localhost:3002` (direct Gitea) to bypass Authentik SSO
@@ -51,6 +56,32 @@ This document contains instructions and documentation references for AI assistan
 * **Update `CHANGELOG.md`** with every user-facing change.
 * Format: `## [Unreleased] - YYYY-MM-DD` followed by `### Added`, `### Changed`, or `### Fixed`.
 
+### 🚀 Release Flow
+When changes are ready for deployment:
+
+1. **Ask user if deploy cycle is desired**
+
+2. **Update version** in `pyproject.toml`:
+   - Bug fixes: bump patch version (1.8.3 → 1.8.4)
+   - New features: bump minor version (1.8.4 → 1.9.0)
+
+3. **Update CHANGELOG.md**:
+   - Move items from `[Unreleased]` to new version section
+   - Add release date: `## [1.8.4] - 2025-12-16`
+
+4. **Commit and tag**:
+   ```bash
+   git add -A
+   git commit -m "fix: description of changes"
+   git tag v1.8.4
+   git push origin main --tags
+   ```
+
+5. **CI/CD triggers automatically**:
+   - Gitea CI builds Docker image on new tag
+   - Watchtower pulls and deploys to production
+   - Verify deployment: `curl http://192.168.86.149:8000/health`
+
 ---
 
 ## 2. FastAPI Architecture & Best Practices

CHANGELOG.md

@@ -7,6 +7,14 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [1.8.5] - 2025-12-16
+
+### Fixed
+
+- **Redis benchmark boolean storage** - Convert booleans to strings for Redis `hset` (Redis doesn't accept bool type directly)
+- **Tool tracking capability matching** - `delegate_to_librarian` now correctly recognized as using "librarian" capability when checking Steward recommendations
+- **E2E test fixture scope** - Fixed pytest-asyncio ScopeMismatch error by using `loop_scope="module"` for module-scoped async fixtures
+
 ## [1.8.4] - 2025-12-16
 
 ### Fixed

pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "tatlock"
-version = "1.8.4"
+version = "1.8.5"
 description = "OpenAI-compatible API with Ollama backend"
 requires-python = ">=3.12"
 dependencies = []

src/core/benchmarks.py

@@ -47,6 +47,10 @@ class PerformanceBenchmark(BaseModel):
         data = self.model_dump()
         data["timestamp"] = self.timestamp.isoformat()
         data["metadata"] = json.dumps(self.metadata)
+        # Convert booleans to strings (Redis doesn't accept bool type)
+        for key, value in data.items():
+            if isinstance(value, bool):
+                data[key] = str(value)
         return data
 
     @classmethod
@@ -54,6 +58,10 @@ class PerformanceBenchmark(BaseModel):
         """Reconstruct from Redis dict."""
         data["timestamp"] = datetime.fromisoformat(data["timestamp"])
         data["metadata"] = json.loads(data.get("metadata", "{}"))
+        # Convert string booleans back to bool
+        for key in ["success", "was_recommended", "was_actually_used"]:
+            if key in data and isinstance(data[key], str):
+                data[key] = data[key] == "True"
         return cls(**data)
 
 

src/core/tool_tracking.py

@@ -43,6 +43,16 @@ class ToolCallTracker:
             conversation_id=conversation_id,
         )
 
+    def _extract_capability(self, tool_name: str) -> str:
+        """
+        Extract capability name from tool name.
+
+        Tool names like 'delegate_to_librarian' map to capability 'librarian'.
+        """
+        if tool_name.startswith("delegate_to_"):
+            return tool_name.replace("delegate_to_", "")
+        return tool_name
+
     async def track_call(self, tool_name: str, duration: float):
         """
         Record a tool call with timing.
@@ -56,8 +66,9 @@ class ToolCallTracker:
             self.actual_calls[tool_name] = []
         self.actual_calls[tool_name].append(duration)
 
-        # Check if tool was recommended
+        # Check if tool was recommended (normalize tool name to capability)
-        was_recommended = tool_name in self.recommended_capabilities
+        capability = self._extract_capability(tool_name)
+        was_recommended = capability in self.recommended_capabilities
 
         if not was_recommended:
             logger.warning(
@@ -98,8 +109,12 @@ class ToolCallTracker:
         Called after Tatlock completes its response to identify
         tools that were recommended but never used.
         """
+        # Normalize actual tool names to capabilities for comparison
+        used_capabilities = {
+            self._extract_capability(tool) for tool in self.actual_calls.keys()
+        }
         # Find tools that were recommended but not used
-        unused_tools = self.recommended_capabilities - set(self.actual_calls.keys())
+        unused_tools = self.recommended_capabilities - used_capabilities
 
         if unused_tools:
             logger.info(
@@ -145,7 +160,11 @@ class ToolCallTracker:
             Dict with tracking statistics
         """
         total_calls = sum(len(durations) for durations in self.actual_calls.values())
-        unused = self.recommended_capabilities - set(self.actual_calls.keys())
+        # Normalize actual tool names to capabilities for comparison
+        used_capabilities = {
+            self._extract_capability(tool) for tool in self.actual_calls.keys()
+        }
+        unused = self.recommended_capabilities - used_capabilities
 
         return {
             "recommended_capabilities": list(self.recommended_capabilities),
@@ -154,11 +173,11 @@ class ToolCallTracker:
             "total_calls": total_calls,
             "accuracy": {
                 "recommended_and_used": len(
-                    self.recommended_capabilities & set(self.actual_calls.keys())
+                    self.recommended_capabilities & used_capabilities
                 ),
                 "recommended_but_unused": len(unused),
                 "not_recommended_but_used": len(
-                    set(self.actual_calls.keys()) - self.recommended_capabilities
+                    used_capabilities - self.recommended_capabilities
                 ),
             },
         }

tests/core/test_benchmarks.py

@@ -61,7 +61,7 @@ class TestPerformanceBenchmark:
         redis_dict = benchmark.to_redis_dict()
         assert redis_dict["operation"] == "test_op"
         assert redis_dict["duration_seconds"] == 1.0
-        assert redis_dict["success"] is True
+        assert redis_dict["success"] == "True"  # Booleans stored as strings in Redis
         assert isinstance(redis_dict["timestamp"], str)
         assert isinstance(redis_dict["metadata"], str)
 
@@ -72,7 +72,7 @@ class TestPerformanceBenchmark:
             "timestamp": now.isoformat(),
             "operation": "test_op",
             "duration_seconds": 1.5,
-            "success": True,
+            "success": "True",  # Booleans stored as strings in Redis
             "metadata": json.dumps({"test": "data"}),
             "recommendation_count": None,
             "confidence": None,
@@ -85,6 +85,7 @@ class TestPerformanceBenchmark:
         benchmark = PerformanceBenchmark.from_redis_dict(redis_dict)
         assert benchmark.operation == "test_op"
         assert benchmark.duration_seconds == 1.5
+        assert benchmark.success is True  # Converted back to bool
         assert benchmark.metadata == {"test": "data"}
 
 
@@ -162,12 +163,12 @@ class TestBenchmarkStore:
         mock_key = f"benchmark:test_op:{int(now.timestamp() * 1000)}"
         mock_redis.zrevrangebyscore.return_value = [mock_key]
 
-        # Mock hgetall to return proper data
+        # Mock hgetall to return proper data (booleans as strings, like Redis)
         mock_redis.hgetall.return_value = {
             "timestamp": now.isoformat(),
             "operation": "test_op",
             "duration_seconds": 1.5,  # Numeric, not string
-            "success": True,
+            "success": "True",  # Booleans stored as strings in Redis
             "metadata": "{}",
             "recommendation_count": None,
             "confidence": None,
@@ -237,7 +238,7 @@ class TestBenchmarkStore:
                 "timestamp": now.isoformat(),
                 "operation": "test_op",
                 "duration_seconds": float(data["duration_seconds"]),
-                "success": data["success"] == "True",
+                "success": data["success"],  # Pass string through, from_redis_dict converts
                 "metadata": "{}",
                 "recommendation_count": None,
                 "confidence": None,
@@ -296,14 +297,14 @@ class TestBenchmarkStore:
                 "timestamp": now.isoformat(),
                 "operation": "tool_call",
                 "duration_seconds": 1.0,
-                "success": True,
+                "success": "True",  # Booleans stored as strings in Redis
                 "metadata": "{}",
                 "recommendation_count": None,
                 "confidence": None,
                 "tool_name": "test_tool",
                 "conversation_id": None,
-                "was_recommended": data["was_recommended"] == "True",
+                "was_recommended": data["was_recommended"],  # Already strings
-                "was_actually_used": data["was_actually_used"] == "True",
+                "was_actually_used": data["was_actually_used"],  # Already strings
             }
 
         mock_redis.hgetall.side_effect = mock_hgetall

tests/core/test_tool_tracking.py

@@ -0,0 +1,101 @@
+"""
+Tests for tool call tracking.
+
+Tests capability extraction and recommendation matching.
+"""
+from unittest.mock import AsyncMock, patch
+
+import pytest
+
+from src.core.tool_tracking import ToolCallTracker
+
+
+class TestToolCallTracker:
+    """Test ToolCallTracker functionality."""
+
+    def test_extract_capability_delegation_tool(self):
+        """Test extracting capability from delegation tool name."""
+        tracker = ToolCallTracker(recommended_capabilities=["librarian"])
+
+        assert tracker._extract_capability("delegate_to_librarian") == "librarian"
+        assert tracker._extract_capability("delegate_to_biographer") == "biographer"
+        assert tracker._extract_capability("delegate_to_housekeeper") == "housekeeper"
+
+    def test_extract_capability_non_delegation_tool(self):
+        """Test that non-delegation tools return unchanged."""
+        tracker = ToolCallTracker(recommended_capabilities=[])
+
+        assert tracker._extract_capability("calculate") == "calculate"
+        assert tracker._extract_capability("search_web") == "search_web"
+
+    @pytest.mark.asyncio
+    async def test_track_call_recognizes_delegation_as_recommended(self):
+        """Test that delegate_to_X is recognized when X is recommended."""
+        tracker = ToolCallTracker(
+            recommended_capabilities=["librarian", "biographer"]
+        )
+
+        with patch("src.core.tool_tracking.get_benchmark_store") as mock_store:
+            mock_store.return_value.record = AsyncMock()
+
+            await tracker.track_call("delegate_to_librarian", 1.0)
+
+            # Should NOT log warning since librarian was recommended
+            call_args = mock_store.return_value.record.call_args
+            benchmark = call_args[0][0]
+            assert benchmark.was_recommended is True
+
+    @pytest.mark.asyncio
+    async def test_track_call_detects_not_recommended(self):
+        """Test that unrecommended tools are flagged."""
+        tracker = ToolCallTracker(
+            recommended_capabilities=["librarian"]
+        )
+
+        with patch("src.core.tool_tracking.get_benchmark_store") as mock_store:
+            mock_store.return_value.record = AsyncMock()
+
+            await tracker.track_call("delegate_to_housekeeper", 1.0)
+
+            call_args = mock_store.return_value.record.call_args
+            benchmark = call_args[0][0]
+            assert benchmark.was_recommended is False
+
+    def test_get_summary_with_delegation_tools(self):
+        """Test summary correctly maps delegation tools to capabilities."""
+        tracker = ToolCallTracker(
+            recommended_capabilities=["librarian", "biographer"]
+        )
+        tracker.actual_calls = {
+            "delegate_to_librarian": [1.0, 2.0],
+            "delegate_to_housekeeper": [0.5],  # Not recommended
+        }
+
+        summary = tracker.get_summary()
+
+        assert summary["accuracy"]["recommended_and_used"] == 1  # librarian
+        assert summary["accuracy"]["recommended_but_unused"] == 1  # biographer
+        assert summary["accuracy"]["not_recommended_but_used"] == 1  # housekeeper
+
+    @pytest.mark.asyncio
+    async def test_finalize_with_delegation_tools(self):
+        """Test finalize correctly identifies unused recommendations."""
+        tracker = ToolCallTracker(
+            recommended_capabilities=["librarian", "biographer"]
+        )
+        tracker.actual_calls = {
+            "delegate_to_librarian": [1.0],
+        }
+
+        with patch("src.core.tool_tracking.get_benchmark_store") as mock_store:
+            mock_store.return_value.record = AsyncMock()
+
+            await tracker.finalize()
+
+            # Should record benchmark for unused biographer
+            assert mock_store.return_value.record.called
+            call_args = mock_store.return_value.record.call_args
+            benchmark = call_args[0][0]
+            assert benchmark.tool_name == "biographer"
+            assert benchmark.was_recommended is True
+            assert benchmark.was_actually_used is False

tests/e2e/test_api_endpoints.py

@@ -8,8 +8,8 @@ These tests hit the actual running server and test the full stack:
 - Response formatting
 """
 import pytest
+import pytest_asyncio
 import httpx
-import asyncio
 from typing import AsyncGenerator
 
 # Test server base URL (assumes server is running on localhost:8777 via ./wakeup.sh)
@@ -17,15 +17,7 @@ BASE_URL = "http://localhost:8777"
 API_TIMEOUT = 120.0  # 120 second timeout for LLM calls
 
 
-@pytest.fixture(scope="module")
+@pytest_asyncio.fixture(loop_scope="module", scope="module")
-def event_loop():
-    """Create event loop for async tests."""
-    loop = asyncio.get_event_loop_policy().new_event_loop()
-    yield loop
-    loop.close()
-
-
-@pytest.fixture(scope="module")
 async def client() -> AsyncGenerator[httpx.AsyncClient, None]:
     """HTTP client for making requests."""
     async with httpx.AsyncClient(base_url=BASE_URL, timeout=API_TIMEOUT) as client: