feature/persona-fk-and-guard #90

Merged
cameron merged 3 commits from feature/persona-fk-and-guard into master 2026-05-10 18:42:29 +00:00

3 Commits

Author SHA1 Message Date
Cameron Cordes
08a5f46be1 chat: scope insight lookup by library_id to fix regen-shadow bug
When a photo exists in more than one library and the user
regenerates its insight from library A's chat, the regenerate
streams cleanly, store_insight flips library A's old row to
is_current=false, and inserts a new is_current=true row tagged
(library A, rel_path). On the next history fetch the user sees
their old transcript — the regenerate appears to vanish.

The cause: get_insight(file_path) filters on rel_path + is_current
only, so library B's untouched is_current=true row for the same
rel_path satisfies the query and gets returned by SQLite's .first()
ahead of A's new row. Because get_insight is also what
chat_turn_stream uses to decide bootstrap vs. continuation, the
next chat turn after the shadow hit also routes against the
wrong insight, so update_training_messages corrupts library B's
transcript with library A's chat.

Fix: add get_current_insight_for_library(library_id, file_path)
filtered on (library_id, rel_path, is_current=true) and route the
chat surface (load_history, chat_turn{,_stream}, rewind_history)
through it. load_history falls back to the cross-library
get_insight when the scoped lookup misses — preserves the
"scalar data merges across libraries" intent for the case where
the active library has no insight but another does. The path-only
get_insight stays for callers that don't have library context
(populate_knowledge, the photo-grid metadata fetch).

chat_history_handler stops dropping the parsed library on the
floor and threads it through. Single-library deploys see no
behaviour change.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-10 14:03:41 -04:00
Cameron Cordes
b9d9ba0320 chat: route search_messages({date}) to get_sms_messages
When the LLM calls search_messages with { date, limit } and no
query, it's making the predictable mistake of conflating the two
"messages"-shaped tools. The previous behaviour returned an error
that pointed it at get_sms_messages — correct, but burning a turn
on the misroute. Long photo-chat threads where the user asks
"what was happening that weekend?" hit this on small models
roughly half the time.

Now the date-string-without-query case transparently dispatches
to get_sms_messages with the same args (date / limit / days_radius
/ contact name all pass through unchanged) and prepends a short
"(Note: routed to get_sms_messages — prefer it directly next time)"
to the result. The model sees real data on its first try while
still learning the right tool for next time. Cases that don't have
a get_sms_messages equivalent (numeric contact_id, or start_ts /
end_ts windows) keep the original error so the model knows to
either supply a query or restructure its call.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-10 13:48:13 -04:00
Cameron Cordes
fbd769e475 personas: composite FK + built-in update guard
Two persona-infrastructure correctness fixes that go together because
the second one (FK with CASCADE) requires the first (preventing the
persona row from being mutated out from under its facts).

1. update_persona handler refuses name/systemPrompt edits to built-ins
   (409). includeAllMemories stays editable — that's a per-user
   preference, not the persona's identity. Mirrors the existing
   delete_persona guard. The DAO is intentionally permissive so the
   guard sits at the HTTP layer; persona_dao test pins that contract.

2. Migration 2026-05-10 adds user_id to entity_facts and a composite
   FK (user_id, persona_id) -> personas(user_id, persona_id) ON DELETE
   CASCADE. This closes two issues at once:

   - Persona orphans: deleting a custom persona used to leave its
     facts dangling forever, readable only via PersonaFilter::All.
     CASCADE now wipes them with the persona row.

   - Multi-user fact leakage: PersonaFilter::Single("default") used
     to surface every user's default-scoped facts. PersonaFilter is
     now { user_id, persona_id } and all read paths
     (get_facts_for_entity, list_facts, get_recent_activity) filter
     on user_id first. upsert_fact's dedup key extends to user_id so
     identical claims under shared persona names from different
     users no longer corroborate-bump each other's confidence.

   - user_id threads from Claims.sub.parse::<i32>().unwrap_or(1) at
     the chat / insight handlers through ChatTurnRequest, the
     streaming agentic loop, execute_tool, and into the leaf tools
     (tool_store_fact, tool_recall_facts_for_photo). The ".unwrap_or(1)"
     accommodates Apollo's service token whose sub is non-numeric on
     legacy mints.

   - Backfill picks the smallest user_id matching each legacy fact's
     persona_id so the FK holds for already-stored rows.

Five new knowledge_dao tests with FK-on connection: persona scoping
isolation, All-variant union per-user, dedup not crossing users,
CASCADE delete, FK rejection of unknown personas. Plus
dao_update_does_not_block_built_ins documenting where the
HTTP-layer guard lives.

Apollo coordinates separately — the matching changes there add the
/api/personas proxy and start sending persona_id on photo-chat turns.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-10 13:30:35 -04:00