@vellumai/assistant 0.5.3 → 0.5.5

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Files changed (111) hide show
  1. package/Dockerfile +18 -27
  2. package/docs/architecture/memory.md +105 -0
  3. package/node_modules/@vellumai/ces-contracts/src/index.ts +1 -0
  4. package/node_modules/@vellumai/ces-contracts/src/trust-rules.ts +42 -0
  5. package/package.json +1 -1
  6. package/src/__tests__/archive-recall.test.ts +560 -0
  7. package/src/__tests__/conversation-clear-safety.test.ts +259 -0
  8. package/src/__tests__/conversation-switch-memory-reduction.test.ts +474 -0
  9. package/src/__tests__/credential-security-invariants.test.ts +2 -0
  10. package/src/__tests__/db-schedule-syntax-migration.test.ts +3 -0
  11. package/src/__tests__/memory-reducer-job.test.ts +538 -0
  12. package/src/__tests__/memory-reducer-scheduling.test.ts +473 -0
  13. package/src/__tests__/memory-reducer-types.test.ts +12 -4
  14. package/src/__tests__/memory-reducer.test.ts +7 -1
  15. package/src/__tests__/memory-regressions.test.ts +24 -4
  16. package/src/__tests__/memory-simplified-config.test.ts +4 -4
  17. package/src/__tests__/openai-whisper.test.ts +93 -0
  18. package/src/__tests__/simplified-memory-e2e.test.ts +666 -0
  19. package/src/__tests__/simplified-memory-runtime.test.ts +616 -0
  20. package/src/__tests__/slack-messaging-token-resolution.test.ts +319 -0
  21. package/src/__tests__/volume-security-guard.test.ts +155 -0
  22. package/src/cli/commands/conversations.ts +18 -0
  23. package/src/config/bundled-skills/messaging/tools/shared.ts +1 -0
  24. package/src/config/bundled-skills/schedule/TOOLS.json +8 -0
  25. package/src/config/bundled-skills/transcribe/tools/transcribe-media.ts +16 -37
  26. package/src/config/env-registry.ts +9 -0
  27. package/src/config/feature-flag-registry.json +8 -0
  28. package/src/config/loader.ts +0 -1
  29. package/src/config/schemas/memory-simplified.ts +1 -1
  30. package/src/credential-execution/managed-catalog.ts +5 -15
  31. package/src/daemon/config-watcher.ts +4 -1
  32. package/src/daemon/conversation-memory.ts +117 -0
  33. package/src/daemon/conversation-runtime-assembly.ts +1 -0
  34. package/src/daemon/daemon-control.ts +7 -0
  35. package/src/daemon/handlers/conversations.ts +11 -0
  36. package/src/daemon/lifecycle.ts +51 -2
  37. package/src/daemon/providers-setup.ts +2 -1
  38. package/src/hooks/manager.ts +7 -0
  39. package/src/instrument.ts +33 -1
  40. package/src/memory/archive-recall.ts +516 -0
  41. package/src/memory/brief-time.ts +5 -4
  42. package/src/memory/conversation-crud.ts +210 -0
  43. package/src/memory/conversation-key-store.ts +33 -4
  44. package/src/memory/db-init.ts +4 -0
  45. package/src/memory/embedding-local.ts +11 -5
  46. package/src/memory/job-handlers/backfill-simplified-memory.ts +462 -0
  47. package/src/memory/job-handlers/conversation-starters.ts +24 -30
  48. package/src/memory/job-handlers/reduce-conversation-memory.ts +229 -0
  49. package/src/memory/jobs-store.ts +2 -0
  50. package/src/memory/jobs-worker.ts +8 -0
  51. package/src/memory/migrations/036-normalize-phone-identities.ts +49 -14
  52. package/src/memory/migrations/135-backfill-contact-interaction-stats.ts +9 -1
  53. package/src/memory/migrations/141-rename-verification-table.ts +8 -0
  54. package/src/memory/migrations/142-rename-verification-session-id-column.ts +7 -2
  55. package/src/memory/migrations/174-rename-thread-starters-table.ts +8 -0
  56. package/src/memory/migrations/188-schedule-quiet-flag.ts +13 -0
  57. package/src/memory/migrations/index.ts +1 -0
  58. package/src/memory/reducer-scheduler.ts +242 -0
  59. package/src/memory/reducer-types.ts +9 -2
  60. package/src/memory/reducer.ts +25 -11
  61. package/src/memory/schema/infrastructure.ts +1 -0
  62. package/src/messaging/provider.ts +9 -0
  63. package/src/messaging/providers/slack/adapter.ts +29 -2
  64. package/src/oauth/connection-resolver.test.ts +22 -18
  65. package/src/oauth/connection-resolver.ts +92 -7
  66. package/src/oauth/platform-connection.test.ts +78 -69
  67. package/src/oauth/platform-connection.ts +12 -19
  68. package/src/permissions/trust-client.ts +343 -0
  69. package/src/permissions/trust-store-interface.ts +105 -0
  70. package/src/permissions/trust-store.ts +523 -36
  71. package/src/platform/client.test.ts +148 -0
  72. package/src/platform/client.ts +71 -0
  73. package/src/providers/speech-to-text/openai-whisper.test.ts +190 -0
  74. package/src/providers/speech-to-text/openai-whisper.ts +68 -0
  75. package/src/providers/speech-to-text/resolve.ts +9 -0
  76. package/src/providers/speech-to-text/types.ts +17 -0
  77. package/src/runtime/auth/route-policy.ts +10 -1
  78. package/src/runtime/http-server.ts +2 -2
  79. package/src/runtime/routes/conversation-management-routes.ts +88 -2
  80. package/src/runtime/routes/guardian-bootstrap-routes.ts +19 -7
  81. package/src/runtime/routes/inbound-message-handler.ts +27 -3
  82. package/src/runtime/routes/inbound-stages/acl-enforcement.ts +16 -1
  83. package/src/runtime/routes/inbound-stages/transcribe-audio.test.ts +287 -0
  84. package/src/runtime/routes/inbound-stages/transcribe-audio.ts +122 -0
  85. package/src/runtime/routes/log-export-routes.ts +1 -0
  86. package/src/runtime/routes/secret-routes.ts +5 -1
  87. package/src/schedule/schedule-store.ts +7 -0
  88. package/src/schedule/scheduler.ts +6 -2
  89. package/src/security/ces-credential-client.ts +173 -0
  90. package/src/security/secure-keys.ts +65 -22
  91. package/src/signals/bash.ts +3 -0
  92. package/src/signals/cancel.ts +3 -0
  93. package/src/signals/confirm.ts +3 -0
  94. package/src/signals/conversation-undo.ts +3 -0
  95. package/src/signals/event-stream.ts +7 -0
  96. package/src/signals/shotgun.ts +3 -0
  97. package/src/signals/trust-rule.ts +3 -0
  98. package/src/telemetry/usage-telemetry-reporter.test.ts +23 -36
  99. package/src/telemetry/usage-telemetry-reporter.ts +22 -20
  100. package/src/tools/filesystem/edit.ts +6 -1
  101. package/src/tools/filesystem/read.ts +6 -1
  102. package/src/tools/filesystem/write.ts +6 -1
  103. package/src/tools/memory/handlers.ts +129 -1
  104. package/src/tools/schedule/create.ts +3 -0
  105. package/src/tools/schedule/list.ts +5 -1
  106. package/src/tools/schedule/update.ts +6 -0
  107. package/src/util/device-id.ts +70 -7
  108. package/src/util/logger.ts +35 -9
  109. package/src/util/platform.ts +29 -5
  110. package/src/workspace/migrations/migrate-to-workspace-volume.ts +113 -0
  111. package/src/workspace/migrations/registry.ts +2 -0
package/Dockerfile CHANGED
@@ -47,57 +47,48 @@ RUN apt-get update && apt-get install -y \
47
47
  g++ \
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48
  git \
49
49
  sudo \
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+ bubblewrap \
51
+ htop \
52
+ procps \
50
53
  && rm -rf /var/lib/apt/lists/*
51
54
 
55
+ ## Alias bwrap to bubblewrap
56
+ RUN ln -sf /usr/bin/bwrap /usr/bin/bubblewrap
57
+
52
58
  # Copy bun binary from builder instead of re-installing
53
59
  COPY --from=builder /root/.bun/bin/bun /usr/local/bin/bun
54
60
  RUN ln -sf /usr/local/bin/bun /usr/local/bin/bunx
55
61
 
62
+ # Install assistant CLI launcher backed by the bundled assistant package
63
+ RUN printf '#!/usr/bin/env sh\nexec bun run /app/assistant/src/index.ts "$@"\n' > /usr/local/bin/assistant && \
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+ chmod +x /usr/local/bin/assistant
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+
56
66
  # Create non-root user that also has sudo access so it can like install stuff
57
67
  RUN groupadd --system --gid 1001 assistant && \
58
68
  useradd --system --uid 1001 --gid assistant --create-home --shell /bin/bash assistant && \
59
69
  echo "assistant ALL=(ALL) NOPASSWD:ALL" >> /etc/sudoers
60
70
 
61
- # Set up data directory
62
- RUN mkdir -p /home/assistant/.vellum /data && \
63
- chown -R assistant:assistant /home/assistant/.vellum /data && \
64
- chmod a+rwx /data
71
+ # Set up assistant home directory for local state (device.json, etc.)
72
+ RUN mkdir -p /home/assistant/.vellum && \
73
+ chown -R assistant:assistant /home/assistant/.vellum
65
74
 
66
75
  # Update PATH for assistant user
67
- ENV PATH="/home/assistant/.bun/bin:/data/bin:${PATH}"
76
+ ENV PATH="/home/assistant/.bun/bin:${PATH}"
68
77
 
69
- # Configure package managers to use /data
70
- ENV BUN_INSTALL="/data/.bun"
78
+ # Configure package managers to use assistant home
79
+ ENV BUN_INSTALL="/home/assistant/.bun"
71
80
  ENV PATH="${BUN_INSTALL}/bin:${PATH}"
72
- ENV PYTHONUSERBASE="/data/.python"
81
+ ENV PYTHONUSERBASE="/home/assistant/.python"
73
82
  ENV PATH="${PYTHONUSERBASE}/bin:${PATH}"
74
83
 
75
- # Configure apt/dpkg to install future packages to /data
76
- RUN mkdir -p /data/dpkg/info /data/dpkg/updates /data/dpkg/triggers && \
77
- mkdir -p /data/usr/bin /data/usr/lib /data/usr/share && \
78
- chown -R assistant:assistant /data/dpkg /data/usr
79
-
80
- # Create dpkg configuration for using /data as install prefix
81
- RUN echo 'Dir::State "/data/dpkg";' > /etc/apt/apt.conf.d/99data-dir && \
82
- echo 'Dir::State::status "/data/dpkg/status";' >> /etc/apt/apt.conf.d/99data-dir && \
83
- echo 'Dir::Cache "/data/apt/cache";' >> /etc/apt/apt.conf.d/99data-dir && \
84
- echo 'DPkg::Options {"--instdir=/data/usr";"--admindir=/data/dpkg";"--force-not-root";"--force-bad-path";};' >> /etc/apt/apt.conf.d/99data-dir && \
85
- mkdir -p /data/apt/cache && \
86
- touch /data/dpkg/status && \
87
- chown -R assistant:assistant /data/apt /data/dpkg
88
-
89
- ENV PATH="/data/usr/bin:/data/usr/sbin:${PATH}"
90
- ENV LD_LIBRARY_PATH="/data/usr/lib:/data/usr/lib/x86_64-linux-gnu:/data/usr/lib/aarch64-linux-gnu"
91
-
92
84
  # Ensure the CES bootstrap socket volume is writable by the non-root CES user.
93
85
  RUN mkdir -p /run/ces-bootstrap && chmod 777 /run/ces-bootstrap
94
86
 
95
- USER root
87
+ USER assistant
96
88
 
97
89
  EXPOSE 3001
98
90
 
99
91
  ENV RUNTIME_HTTP_PORT=3001
100
- ENV BASE_DATA_DIR=/data
101
92
  ENV IS_CONTAINERIZED=true
102
93
 
103
94
  # Copy from builder
@@ -2,6 +2,111 @@
2
2
 
3
3
  Assistant memory and context-injection architecture details.
4
4
 
5
+ ## Simplified Memory System (Default)
6
+
7
+ The simplified memory system replaces the legacy item/tier/staleness model with a two-layer architecture: a **brief** (time-relevant context + open loops) plus **archive recall** (observations, chunks, episodes). It is enabled by default via `memory.simplified.enabled: true`.
8
+
9
+ ### Architecture Overview
10
+
11
+ ```mermaid
12
+ graph TB
13
+ subgraph "Write Path (Simplified)"
14
+ MSG["Incoming Message"] --> REDUCER["Memory Reducer<br/>(LLM-backed, delayed)"]
15
+ REDUCER --> TC["time_contexts<br/>(brief state)"]
16
+ REDUCER --> OL["open_loops<br/>(brief state)"]
17
+ REDUCER --> OBS_R["Archive Observations<br/>(reducer output)"]
18
+ REDUCER --> EP_R["Archive Episodes<br/>(reducer output)"]
19
+
20
+ MSG --> INDEXER["Dual-Write Indexer"]
21
+ INDEXER --> OBS["memory_observations"]
22
+ INDEXER --> CHK["memory_chunks<br/>(content-hash deduped)"]
23
+
24
+ COMPACT["Context Compaction"] --> EP["memory_episodes"]
25
+ end
26
+
27
+ subgraph "Read Path (Simplified)"
28
+ TURN["User Turn"] --> BRIEF["Memory Brief Compiler"]
29
+ BRIEF --> TC
30
+ BRIEF --> OL
31
+ BRIEF --> BRIEF_OUT["&lt;memory_brief&gt;<br/>Time contexts + Open loops"]
32
+
33
+ TURN --> RECALL_GATE["Archive Recall Gate<br/>(keyword + pattern match)"]
34
+ RECALL_GATE --> PREFETCH["Prefetch<br/>(episodes + observations)"]
35
+ RECALL_GATE --> DEEP["Deeper Recall<br/>(episodes + observations + chunks)"]
36
+ DEEP --> RECALL_OUT["&lt;supporting_recall&gt;<br/>Source-linked bullets"]
37
+
38
+ BRIEF_OUT --> INJECT["Runtime Injection<br/>(prepend to user message)"]
39
+ RECALL_OUT --> INJECT
40
+ end
41
+
42
+ subgraph "Memory Tools (Simplified)"
43
+ SAVE["memory_save"] --> OBS
44
+ RECALL_TOOL["memory_recall"] --> RECALL_GATE
45
+ end
46
+ ```
47
+
48
+ ### Tables
49
+
50
+ | Table | Purpose | Write source |
51
+ | --------------------- | ----------------------------------------------- | ------------------------------------------------------- |
52
+ | `time_contexts` | Bounded temporal windows for the brief | Reducer |
53
+ | `open_loops` | Unresolved follow-up items for the brief | Reducer |
54
+ | `memory_observations` | Raw factual statements from conversation turns | Indexer dual-write, reducer, memory_save tool, backfill |
55
+ | `memory_chunks` | Deduplicated content units for embedding/recall | Derived from observations, content-hash deduped |
56
+ | `memory_episodes` | Narrative summaries of interaction spans | Compaction, reducer, backfill |
57
+
58
+ ### Reducer
59
+
60
+ The memory reducer is a provider-backed (LLM) background process that analyzes unreduced conversation turns and produces structured CRUD operations for brief-state tables and archive candidates. It runs on a delay after conversation idle or switch, scheduled via the `reduce_conversation_memory` job. The reducer is side-effect-free; results are applied transactionally via `applyReducerResult`.
61
+
62
+ ### Brief
63
+
64
+ The memory brief is compiled fresh on every turn from active `time_contexts` and `open_loops`. It is rendered as `<memory_brief>` XML and injected as a text block prepended to the user message. Empty sections are omitted.
65
+
66
+ ### Archive Recall
67
+
68
+ Archive recall runs when the user's turn triggers a recall gate (past-reference language, analogy/debugging patterns, or strong prefetch hits). It queries episodes, observations, and chunks via keyword matching and returns up to 3 source-linked bullets in `<supporting_recall>`. No recall tag is emitted when results are empty.
69
+
70
+ ### Backfill
71
+
72
+ Existing users have legacy data in `memory_segments`, `memory_summaries`, and `memory_items`. The `backfill_simplified_memory` job migrates this data into the simplified tables:
73
+
74
+ - `memory_segments` -> `memory_observations` + `memory_chunks`
75
+ - `memory_summaries` -> `memory_episodes`
76
+ - Active, high-confidence `memory_items` -> `memory_observations` + `memory_chunks`, with unambiguous items also mapped to `time_contexts` or `open_loops`
77
+
78
+ The backfill is idempotent (content-hash dedup + checkpoint tracking), processes in batches of 200, and self-enqueues continuation jobs for large datasets.
79
+
80
+ ### Rollback Posture
81
+
82
+ The legacy memory system remains fully available as a short-lived rollback path:
83
+
84
+ - **Legacy tables are preserved**: `memory_segments`, `memory_items`, `memory_summaries`, and `memory_item_sources` remain in the schema and continue to receive writes from the legacy indexer/extraction pipeline.
85
+ - **Flag-gated**: Setting `memory.simplified.enabled: false` reverts to the legacy item/tier/staleness model for both read and write paths.
86
+ - **Memory tools**: `memory_save` and `memory_recall` check the flag at call time and route to the appropriate path (simplified observations or legacy items).
87
+ - **No data loss**: The backfill copies data without deleting legacy rows. Both systems can coexist.
88
+
89
+ ### Key Files
90
+
91
+ | File | Role |
92
+ | ----------------------------------------------------------------- | ------------------------------------------------ |
93
+ | `assistant/src/config/schemas/memory-simplified.ts` | Config schema with `enabled: true` default |
94
+ | `assistant/src/memory/reducer.ts` | Provider-backed reducer (LLM call + parse) |
95
+ | `assistant/src/memory/reducer-store.ts` | Transactional result application |
96
+ | `assistant/src/memory/reducer-scheduler.ts` | Idle-delay and conversation-switch scheduling |
97
+ | `assistant/src/memory/archive-store.ts` | Observation/chunk/episode write helpers |
98
+ | `assistant/src/memory/archive-recall.ts` | Prefetch + deeper recall over archive tables |
99
+ | `assistant/src/memory/brief.ts` | Brief composer (time contexts + open loops) |
100
+ | `assistant/src/memory/job-handlers/backfill-simplified-memory.ts` | Legacy data migration handler |
101
+ | `assistant/src/tools/memory/handlers.ts` | Memory tool handlers (simplified/legacy routing) |
102
+ | `assistant/src/__tests__/simplified-memory-e2e.test.ts` | End-to-end test suite |
103
+
104
+ ---
105
+
106
+ ## Legacy Memory System — Daemon Data Flow
107
+
108
+ > **Note**: The legacy system below is retained as rollback support. New installations use the simplified system by default.
109
+
5
110
  ## Memory System — Daemon Data Flow
6
111
 
7
112
  ```mermaid
@@ -145,3 +145,4 @@ export * from "./handles.js";
145
145
  export * from "./grants.js";
146
146
  export * from "./rpc.js";
147
147
  export * from "./rendering.js";
148
+ export * from "./trust-rules.js";
@@ -0,0 +1,42 @@
1
+ /**
2
+ * Trust rule types shared between the assistant daemon and the gateway.
3
+ *
4
+ * These are extracted from `assistant/src/permissions/types.ts` and
5
+ * `assistant/src/permissions/trust-store.ts` so that both packages can
6
+ * reference a single canonical definition.
7
+ */
8
+
9
+ // ---------------------------------------------------------------------------
10
+ // Trust decision
11
+ // ---------------------------------------------------------------------------
12
+
13
+ /** The possible decisions a trust rule can make. */
14
+ export type TrustDecision = "allow" | "deny" | "ask";
15
+
16
+ // ---------------------------------------------------------------------------
17
+ // Trust rule
18
+ // ---------------------------------------------------------------------------
19
+
20
+ export interface TrustRule {
21
+ id: string;
22
+ tool: string;
23
+ pattern: string;
24
+ scope: string;
25
+ decision: TrustDecision;
26
+ priority: number;
27
+ createdAt: number;
28
+ executionTarget?: string;
29
+ allowHighRisk?: boolean;
30
+ }
31
+
32
+ // ---------------------------------------------------------------------------
33
+ // Trust file (on-disk shape)
34
+ // ---------------------------------------------------------------------------
35
+
36
+ /** Shape of the `trust.json` file persisted to disk. */
37
+ export interface TrustFileData {
38
+ version: number;
39
+ rules: TrustRule[];
40
+ /** Set to true when the user explicitly accepts the starter approval bundle. */
41
+ starterBundleAccepted?: boolean;
42
+ }
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@vellumai/assistant",
3
- "version": "0.5.3",
3
+ "version": "0.5.5",
4
4
  "type": "module",
5
5
  "exports": {
6
6
  ".": "./src/index.ts"