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5 Commits

Author SHA1 Message Date
joaomarcos 6b9b3e0145 chore(cache): take the pre-merge cleanups on the declared conversation scope
@teknium1's maintainer-side review found no blocking defect on 09004753c9 and
listed five cleanups. All five are here.

1. scratch/repro_96811.py is deleted. It would have landed on main as a
   tracked file: scratch/ is not gitignored and has never existed on main, so
   this PR was creating the directory. Nothing referenced the probe, and
   TestConversationGenerationRotates / TestGenerationSurvivesPruning /
   TestPeerIdentityIsSourceQualified already carry all four of its stages, so
   it is dropped rather than parked under tests/.

2. Upgrade notes are written into this commit body (below) and the PR body.
   There is no committed changelog to add them to: scripts/release.py
   generates .release_notes.md from commit SUBJECTS at release time, and
   .gitignore keeps that file out of the tree.

3. declared_conversation_scope() now reads the sessions row ONCE. The fork
   verdict and the source the peer queries match on both live on that row, and
   asking for them separately read it twice per resolution. The new
   SessionDB.declared_scope_identity() returns the pair and keeps the marker
   rules beside is_explicit_fork_child() instead of re-implementing them in the
   caller. A SessionDB that does not expose the combined view keeps the
   original two-call path, so nothing that predates it changes behaviour --
   including the three doubles that certify the fail-closed contract, which are
   untouched. TestOneIdentityReadPerResolution pins the single read, the
   two-call fallback, the fail-closed degrade and the fork refusal; removing
   the fold turns the first of those red.

   The third read stays: the generation lives in conversation_generations, a
   different table, and cannot be folded into a sessions lookup.

4. _declared_conversation_session() documents the concurrent first-turn race.
   Two simultaneous first requests on one declared key can each miss the
   lookup, mint a row and both bind, because each row is unkeyed at bind time
   and the mismatch guard does not fire. That converges rather than crossing:
   both rows carry the same key under the same source, so the lookup returns
   the later one for every subsequent reply and the earlier row is an abandoned
   transcript, never another conversation's identity.

   The same docstring still claimed the generation was durable in
   sessions.end_reason and that "nothing here needs a counter". That stopped
   being true in 09004753c9, which moved the generation into
   conversation_generations precisely because deriving it from prunable session
   rows was ABA. Corrected, along with the same stale sentence on
   TestConversationBoundariesRotate.

5. conversation_generations rows are now documented as deliberately never
   collected, rather than merely uncollected. Dropping one resets that peer to
   "no generation", so its next boundary writes 1 again and re-issues a gwk_
   scope a retired conversation already used -- the exact ABA the table exists
   to close. Worth stating because the repo already carries both patterns a
   maintainer would extend: delete_session() cascades to messages, and
   gateway_hygiene_state is already swept by session_key.

Upgrade notes, one-time on merge:

- One cold prompt-cache bucket per keyed conversation. Every gateway platform
  declares gateway_session_key, so each keyed conversation's affinity scope
  moves once from its compression-lineage root session id to the gwk_ hash.
  One cache miss per live conversation, on its next turn only.
- hermes status counts more sessions. A declared API conversation is now
  recorded as a keyed row and appears in "Active: N session(s)" where it was
  invisible. Those sessions already existed; only their visibility changes.
- A database upgraded mid-conversation starts with no generation and takes its
  first from the next boundary written, so a conversation that reset before the
  upgrade shares its predecessor's scope once. One warm bucket, never a crossed
  identity.

Verified on this head: 55 in test_declared_conversation_scope.py (51 + 4 new),
33 in test_prompt_cache_scope.py, 49 in test_api_server_declared_conversation.py,
25 in test_api_server_runs.py, 109 in test_api_server.py, 12 in
test_cross_process_turn_lease.py, and 526 across test_hermes_state.py +
tests/hermes_state/ + tests/state/. ruff clean.

Found in review by @teknium1.

Refs #96811
2026-09-01 02:14:35 -07:00
joaomarcos 832d68aba4 fix(cache): repair settlement, and make the generation unprunable
Four blockers from @andrexibiza's reviews of 28a2d7f0ee and dc7865765c. The
first two are defects I introduced in 99f2d4394f by replacing the wrong
occurrence of an identical call site.

1. _run_agent raised NameError on every opted-in declared bind. Its worker
   finally evaluated `if _declared_selected:`, a local of _handle_responses /
   _handle_runs that is neither a parameter nor an enclosing binding here, so
   the successful declared-key paths failed at settlement after the agent run.
   bind_declared_conversation already IS the gate; the inner name is gone.

2. /v1/runs never received the gate at all -- it landed on _run_agent instead.
   _run_sync bound unconditionally, so an explicit body session_id that existed
   with an empty session_key was adopted by the header key even though the
   header lost precedence. It now carries the same gate.

3. COUNT(*) + MAX(ended_at) over session rows cannot prove non-reuse.
   delete_session() deletes the selected row and bulk prune selects ended rows,
   so the aggregate can return a pair it already emitted:
   (1,T1) -> (2,T2) -> delete boundary B -> (1,T1), handing a new conversation
   a retired affinity identity. The backwards-clock shape needs no pruning at
   all. The generation now lives in a conversation_generations table keyed by
   (source, session_key), advanced by _bump_conversation_generation inside the
   same transaction that writes each boundary -- outside prunable session
   history, wall-clock-free, and increment-only. end_session() and
   promote_to_session_reset() both advance it, and only when they actually
   wrote a boundary, so a repeated end cannot double-count.

4. The carrier could be memoized under the wrong source. _agent_source() fell
   back to agent.platform before the row landed while persistence uses
   _session_source_for_agent(), which honors HERMES_SESSION_SOURCE. Because a
   declared scope is non-None immediately, resolve_prompt_cache_scope memoizes
   it and never re-resolves once the authoritative row appears, so under an
   override both sides of a /new read the platform domain and hashed the same
   scope. The pre-row path now uses the persistence resolver itself.

Coverage answers the review's specific objection that mocked tests proved the
mock rather than the path. TestRealRunAgentSettlement stubs _create_agent and
lets the real _run_agent settle; the /v1/runs case persists an unkeyed explicit
row and waits for the worker to retire before asserting. Both were verified by
mutation: reinstating the inner name fails two of them, and removing the
/v1/runs gate fails the explicit-session one. The first version of that test
passed with the gate removed -- it asserted before settlement -- and would have
been the same empty proof the review called out.

TestGenerationSurvivesPruning covers deleting the newest boundary, deleting
every boundary, the backwards-clock-then-prune shape, compression and
accidental ends not advancing it, repeated ends not double-counting, promotion
advancing it, unkeyed rows advancing nothing, and peer scoping.
TestSourceOverrideDomain covers the override across a reset.

Found in review by @andrexibiza, whose analysis located each of these
defects and specified what a correct fix had to prove.

Refs #96811

Co-Authored-By: Andrex Ibiza, MBA <andrexibiza@gmail.com>
2026-09-01 02:14:35 -07:00
joaomarcos 2bb1d80bd9 test(api): cover the declared-conversation precedence through the real handlers
The review asked for "real handler + DB coverage for both precedence paths".
The first pass did not deliver that: TestBindFollowsPrecedence restated the
gate expression inside the test, so it asserted a copy of the rule rather than
the rule, and would have stayed green if the handlers stopped applying it.

These drive POST /v1/responses and POST /v1/runs over real routes with a real
adapter and a real SessionDB:

- the declared key selects and records the conversation, and the row it
  produces carries the key;
- three replies on one declared key land on one session id;
- an undeclared request keeps a per-request id and records nothing;
- a request carrying conversation A's previous_response_id plus a foreign
  header key settles on A, records nothing, leaves A's own key intact, and the
  foreign key still cannot recover A -- the end-to-end shape of the blocker;
- /v1/runs, which owns its agent lifecycle rather than routing through
  _run_agent, settles on the declared conversation, and an explicit body
  session_id outranks the header key without rebinding it.

The _run_agent stand-in creates the session row the way
AIAgent._ensure_db_session does and performs the bind the way _run_agent's
finally block does, so the assertions land on real rows instead of on a mock's
call args. /v1/runs is captured at _create_agent for the same reason.

The restated-gate tests are kept as the cheap unit layer beneath these.

Found in review by @andrexibiza, whose analysis located each of these
defects and specified what a correct fix had to prove.

Co-Authored-By: Andrex Ibiza, MBA <andrexibiza@gmail.com>
2026-09-01 02:14:35 -07:00
joaomarcos d63e5d8a10 fix(cache): source-qualify the peer identity and gate the declared bind
Both blockers from @andrexibiza's review of 28a2d7f0ee.

1. The generation lookup was not in the same identity domain as recovery.
   latest_conversation_boundary() selected on session_key alone, while
   _declared_conversation_session() is qualified by (source, session_key).
   X-Hermes-Session-Key accepts any authenticated caller-supplied string, so an
   API conversation may legally carry the same key as a Telegram row in one
   database -- a /new over there rotated this conversation's gwk_ generation
   while recovery correctly refused to cross the same line, moving the affinity
   identity out from under a physical identity that had not moved.

   The boundary read now takes (session_key, source), and the carrier is
   'source|key|generation' rather than 'key|generation' -- keying on the string
   alone would also collapse two same-key conversations from different sources
   onto one routing key, since this value leaves the process verbatim as
   OpenRouter's sticky session_id and xAI's x-grok-conv-id. The source comes
   from the agent's own session row, falling back to the platform the row will
   be created with before it lands.

2. The declared key's stated lower precedence did not survive settlement. Both
   handlers let stored_session_id / an explicit body session_id win, then called
   _bind_declared_conversation() unconditionally. record_gateway_session_peer()
   does SET session_key = ? across compression ancestors, so a request carrying
   conversation A's chain plus header key B silently rebound A to B: A could no
   longer be recovered by its own key, and B recovered A's session.

   Recording is now gated on the declared key having actually selected or
   minted the session, on both paths. Behind that gate the bind itself refuses
   to overwrite a row already bound to a different key, so a future caller
   cannot reintroduce the same defect by opting in wrongly.

test_declaration_outranks_the_lineage_root asserted the pre-qualification
contract by comparing a DB-backed agent against a DB-less one; it now makes the
stronger statement it was written for -- one declared conversation reached
through two different physical ids on the same peer.

Refs #96811

Found in review by @andrexibiza, whose analysis located each of these
defects and specified what a correct fix had to prove.

Co-Authored-By: Andrex Ibiza, MBA <andrexibiza@gmail.com>
2026-09-01 02:14:35 -07:00
joaomarcos 3739cf3b86 fix(api): resolve the declared conversation instead of minting a session per request
POST /v1/responses and POST /v1/runs parse and authenticate the client's
X-Hermes-Session-Key, pass it downstream for memory scoping, and then mint a
throwaway physical session id anyway whenever the client manages its own
history (no previous_response_id chain to carry one forward).

Every conversation-affinity hint Hermes sends is derived from that physical
id, so all four re-keyed on every single reply: prompt_cache_key on both
OpenAI-wire transports, the OpenRouter and Nous sticky session_id, and xAI's
x-grok-conv-id. The conversation never landed back on a warm prefix.

Fix the identity rather than the four consumers. The declared key resolves to
its live session through find_latest_gateway_session_for_peer -- the same
reset-fenced recovery every native gateway platform already uses -- and the
turn records the row it ended on through record_gateway_session_peer, which
AIAgent._ensure_db_session never did (it knows the key and writes the row
unkeyed, so the mapping the next reply needs did not exist).

Because the lookup is fenced on sessions.end_reason, the generation that must
rotate is already durable: session_reset (/new), session_switch, idle, daily,
suspended and resume_pending_expired all return None, so a new conversation
gets a new id and a cold affinity scope, and a retired generation can never be
resolved again. No counter, no new persisted field, and no new precedence rule
in the cache-scope resolver -- /branch, delegate and tool children keep the
isolation of #79161/#79017 byte for byte.

Precedence is unchanged where it already worked: an explicit body session_id
and the previous_response_id chain both still outrank the declared key, and a
request that declares nothing keeps its per-request id. Recording is opt-in
(bind_declared_conversation), so no other _run_agent caller's rows change.

Refs #96811

(cherry picked from commit e7c83dddf36784d1012bf483240ebc7f6b2ef9aa)
2026-09-01 02:14:35 -07:00