Commit Graph
7 Commits
Author SHA1 Message Date
Brandon 25a9011f14 feat(ai): analytical tool-set upgrade for the builtin assistant (#3064)
* fix(assistant): survive tool failures with error and hint results instead of aborting the turn

A tool exception used to raise FunctionExecutionError out of the responder
loop, turning the whole turn into a generic chat error banner. An unknown
tool name was worse: the rescue block itself crashed (fn.name on nil).

Tool failures now come back to the model as data ({error, hint}) so the
conversation survives and the model can retry once with corrected
arguments. The catch-all branch logs and tells the model not to retry.
FunctionExecutionError remains defined for API compatibility.

* fix(assistant): strict schemas declare every property as required

get_categories and get_tags declared an optional page property while
inheriting strict mode, which is invalid under strict function calling
(every property must be listed in required). Both now opt out of strict
mode like every other paginated tool, and gain a page_size param
(1..100) while being touched.

A registry-walking test asserts the invariant for every current and
future tool, preview tools included.

* fix(assistant): HistoryTrimmer always keeps the newest turn

Trimming iterates newest-first and stopped at the first group over
budget. When the newest group alone exceeded the budget, everything was
dropped, including the user message the model was being asked to
answer, and the provider received only the system prompt. The newest
group now always survives.

* perf(assistant): compact AI time series and make account history opt-in

get_accounts shipped a 5-year monthly series for every account on every
call, roughly 60 formatted money strings per account, which dominates
the tool payload for multi-account families and swamps small
self-hosted context windows. The series is now opt-in
(include_balance_series) and bounded by a named period (series_period,
default last_365_days).

to_ai_time_series states the currency once and emits numeric values
instead of formatting every point; the system prompt already tells the
model how to render currency.

get_accounts also now returns account ids (they are what other tools
accept as account_ids filters) and respects the visible scope, so
hidden accounts no longer leak into responses.

* refactor(assistant): id and name filters replace user-data enums in get_transactions

The schema inlined every account, category, merchant, and tag name as
enum values on every request. That grows without bound with family
data, defeats provider prompt caching (definitions change whenever a
name does), and is the pattern that made empty-enum pruning necessary
in the first place.

Filters are now plain string arrays documented as exact names from the
sibling get_* tools, which Transaction::Search already resolves
server-side, plus an account_ids UUID filter. New params: page_size
(1..100), sort_by amount, types (income/expense/transfer, the way to
exclude transfers), and statuses (pending/confirmed).

The three now-unused enum helpers are removed from the base class;
family_tag_names stays for update_tag, which still identifies tags by
name.

* feat(assistant): add get_merchants and get_recurring_transactions

Merchants were unreachable: names appeared nowhere and
update_transaction's merchant_id had no source of ids, making it
unusable. get_merchants lists id, exact name, and source, scoped
through available_merchants_for so merchants seen only in accounts
hidden from the user never leak.

Recurring transactions had a model, an Upcoming view, and no assistant
reach. get_recurring_transactions lists detected and manual recurring
items (status filter defaulting to active, optional
upcoming_within_days window) with per-currency totals of active
non-transfer items, answering subscription and upcoming-bill questions
directly instead of via transaction paging.

* feat(assistant): flexible periods on get_balance_sheet and trends on get_income_statement

get_balance_sheet was hard-wired to five years of monthly history with
no parameters, although Period supports arbitrary ranges and the chart
builder takes any interval. It now accepts a named period or custom
dates plus an interval, with a 400-point cap so a day-granularity
request over a decade returns an error instead of a giant series. The
default call is byte-compatible with the old shape. The balance sheet
object is also memoized; it was being constructed four times per call.

get_income_statement gains the analysis surface the assistant lacked:
group_by month for a monthly income/expenses/net series (capped at 36
buckets), compare_previous_period for an equal-length prior window
with absolute and percent deltas, and account_ids to scope totals to
specific accounts via IncomeStatement#totals_for. Category breakdowns
are family-wide by construction, so the account-filtered view omits
them and says why. Unknown or inaccessible account ids come back as a
soft failure naming the ids so the model can correct itself.

* feat(assistant): preview reads for insights and valuations

The Insights feed is generated nightly with pre-computed numbers, and
the chat assistant could not read a word of it. get_insights returns
the visible feed (type filter, acknowledged toggle, limit) without
marking anything read; an assistant read is not the user viewing the
feed. It sits in PREVIEW_FUNCTION_CLASSES because the feature itself is
preview-gated, which also keeps it off the default /mcp surface.

record_valuation was write-only: an agent recording provenance-cited
valuations had no way to audit what it wrote or find dates already
carrying a value. get_valuations lists valuation entries newest first
with kind and the citation notes, scoped to accessible visible
accounts.

* feat(assistant): cache-stable system prompt with session context

The prompt interpolated currency mid-text and the date near the end, so
no two requests shared a cacheable prefix, and it told the model
nothing about the family: not one account name, not a single category.
Models opened most conversations blind, either wandering through tools
or answering without data.

The prompt is now STATIC_INSTRUCTIONS, a frozen constant that is
byte-identical for every request (providers discount an
exactly-repeated prefix; tool definitions are also stable now that
schemas carry no user data), followed by a trailing Session context
block holding everything volatile: date, date format, currency details,
an account roster with balances, and category names.

The static half gains a request-classification rule (CHAT / LOOKUP /
ANALYSIS), a reuse-what-you-have rule with an explicit re-fetch
carve-out, specific-tool preference, and the error/hint retry-once
rule that pairs with the tool soft-fail contract.

Context stays cheap by construction: the roster collapses to per-type
counts beyond 25 accounts, categories to a count beyond 60 names, and
both collapse whenever the configured context window is under 4096
(the self-hosted default is 2048), via the new Assistant::TokenBudget
helper. Intro chats are untouched.

* feat(assistant): raise tool-round cap to 8 with a no-tools grace turn; instructions-aware history budget

Five rounds was tight for a tool surface that now supports real
analysis chains, and hitting the cap raised ToolCallLimitError, which
surfaced to the user as a dead chat with an error banner. The default
is now eight rounds (env override unchanged), and on the final
permitted round the follow-up request offers no tools, so the model
must answer in text with whatever it gathered. The limit error remains
as a defensive backstop.

The generic-path history budget reserved a flat 256 tokens for a
system prompt that already estimates well past that; the trimmer now
budgets against the actual instructions when available.

LLM_MAX_RESPONSE_TOKENS was reserved in budget math but never sent to
the provider. It is now sent (max_tokens on chat completions,
max_output_tokens on the Responses API) only when explicitly
configured via ENV or a stored Setting; stock installs keep today's
uncapped behavior.

* test(evals): chat golden v2 exercising the real prompt and registry

The eval runner scored a fiction: hardcoded instructions and four fake
permissive tool schemas, so a prompt or registry regression could
sail through green. It now runs STATIC_INSTRUCTIONS plus a fixed
synthetic session context and builds definitions from
Assistant.function_classes against a reference user (classes whose
schema cannot build are skipped with a log line, never faked).

chat_golden_v2 adds routing scenarios the upgrade cares about: CHAT
classification must use no tools, aggregates route to
get_income_statement / get_balance_sheet rather than transaction
paging, and the new analytical tools are selected with sensible
params. The dataset header documents the harness's single-shot
limitation.

* docs(ai,mcp): current tool tables, responder loop, prompt structure, timeout math

Both docs listed 7 tools against a registry of 19, in three separate
drift-prone copies. mcp.md now carries the canonical tables (default +
preview); ai.md links to them from the MCP section, keeps one grouped
functions list for the architecture chapter, and replaces its stale
hardcoded registry snippet with a pointer to assistant.rb.

The architecture section gains the contracts contributors need when
adding a function: the responder loop (rounds vs calls, cap 8, the
no-tools grace turn) and the error/hint soft-failure convention, plus
the prompt's static/session-context split and its collapse gates.
Timeout guidance is recomputed for the new default cap.

* fix(assistant): address automated review findings

Codex and CodeRabbit findings on the initial push, all verified before
changing anything:

- AI time series rounded every value to two decimals, which turns
  0.001 BTC into 0.0; values now round to the currency's own precision
  (BTC 8, CLF 4, OMR 3).
- get_income_statement validated account_ids against all visible
  accounts, but totals_for excludes hidden, excluded-from-reports and
  tax-advantaged accounts, so those ids produced silent zeros. Ids now
  validate against income_statement.eligible_accounts and the soft
  failure explains eligibility.
- get_recurring_transactions computed totals from the displayed rows,
  so past the 200-row cap the value labeled a total was partial. Totals
  now aggregate over the full filtered scope in SQL, and the response
  carries total_results and a truncated flag. The upcoming_within_days
  window also starts at today, matching its documentation; overdue
  items appear in unwindowed calls.
- get_valuations silently dropped a malformed date filter and presented
  unfiltered data as filtered; malformed dates now return invalid_date.
- get_balance_sheet returned a generic failure for a reversed custom
  range because Period's own validation raises past the Date::Error
  rescue; it now returns the structured invalid_date error.
- get_insights documents that its family-wide scope matches the web
  feed exactly (InsightsController serves Current.family.insights to
  every member), so the tool exposes nothing the /insights page does
  not already show the same user.
- Tests: limit clamp proven against more insights than the cap,
  Setting fallbacks stubbed in the provider budget tests, currency
  precision and reversed-range regression tests added.

* refactor(assistant): apply reviewer nitpicks

- order declares type alongside its enum, matching sort_by
- page-size clamp deduplicated into the base class (MAX_PAGE_SIZE +
  shared resolved_page_size); dead per-tool copies removed
- get_accounts preloads balance rows only when the series is requested
- get_income_statement validates the bucket count before running any
  aggregation work

Deliberately unchanged: the balance sheet's monthly_history key. The
default response shape stays byte-compatible for existing MCP
consumers, and the nested series already states its interval.

* fix(assistant): second-round review findings on get_valuations

- A reversed date range (start after end) now returns the structured
  invalid_date error instead of presenting an empty result as filtered
  data, matching get_balance_sheet's handling.
- Page numbers are normalized before pagination: Pagy raises on zero,
  negative or non-numeric pages. The fix lands as a shared
  resolved_page helper on the base class and applies to every
  paginated tool (categories, tags, merchants, transactions, holdings,
  valuations), since all shared the same page-or-1 pattern; schemas
  declare minimum: 1.

* fix(assistant): round series amounts as BigDecimal before Float conversion

Converting to Float first can perturb the value at the requested
precision; round the exact decimal, then convert for JSON.

* fix(assistant): address maintainer review findings

- get_accounts no longer fails the whole listing when one account's
  start date lies beyond the requested period (start_date derives from
  the first entry, which can be future-dated); that account simply has
  no series. The unrescued Period.custom was reachable exactly there.
- The balances preload is gone: the series goes through
  Balance::ChartSeriesBuilder, which runs its own query keyed by
  account ids, so the eager-loaded rows were loaded and discarded.
- Provider::Openai#context_window now delegates to
  Assistant::TokenBudget, removing the duplicated ENV > Setting >
  default precedence so prompt assembly and the provider can never
  disagree about the window.

* fix(ai): final no-tools round uses tool_choice none instead of dropping tools

Anthropic rejects requests whose messages contain tool_use blocks when
no tools are defined, so re-requesting with an empty tool list made the
final-round grace die in a provider 400 on Anthropic models. The final
round now sends the real tool definitions with tool_choice none, which
both providers accept, and the model answers in prose as intended.

* fix(assistant): scope every income statement read to the requesting user

get_income_statement validated account_ids against the user-scoped statement
but computed every total from an unscoped one. IncomeStatement falls back to
Current.user, which is nil in the assistant job and the MCP endpoint, so the
unscoped reads dropped the included_in_finances_for filter and reported
family-wide totals next to ids that had been checked against a narrower set.

Route all reads through one memoized user-scoped statement, the idiom
get_balance_sheet already uses. Also lets the per-instance memoization in
IncomeStatement apply across the eligibility check and the totals.

Adds a regression test that fails without the change, plus a companion test
asserting eligibility and totals agree on scope. Guard the strictness walk
against an empty registry so it cannot silently assert nothing.
2026-08-21 21:58:47 +02:00
Sure Admin (bot) 5c18086089 docs: refresh Sure MCP and external AI setup (#2608)
* docs: explain self-hosted onboarding modes

* docs: refresh MCP and external AI docs

* docs: correct MCP auth and tool accuracy

* docs: address MCP review comments
2026-08-20 06:37:42 +02:00
efb7cc3935 Tooling for the wealth + tax agent harness (#2848)
* Expose the Statement Vault to external agents over MCP

A user wants to manage patrimonial history — a document-backed record of a
family's wealth where every figure traces back to the statement it came from —
by pointing an external agent harness at Sure. That model belongs in the
harness, not in Sure: it needs numbered build deltas, golden tests and closed
periods that a mutable Postgres row cannot provide.

What Sure was missing was the seam. The Statement Vault already does most of
the work — original bytes retained, SHA-256 dedup, period detection, account
matching with a confidence score, reconciliation against ledger balances, and a
month-by-month coverage map — but it is reachable only from the web UI. An
agent could not archive a document, cite one, or check for gaps.

Adds five preview MCP tools over what already exists, plus a citation grammar
for values the agent writes:

- upload_account_statement, list_account_statements, get_account_statement,
  get_statement_coverage
- record_valuation, whose source citation is parsed rather than trusted:
  ["estimated: "] citation [" (grade: A|B|C)"]. An uncited or free-styled
  value is rejected at the write boundary instead of landing in the ledger
  looking authoritative.

link and reject are deliberately not exposed. Attaching a statement to an
account is the human's decision, and the vault UI is where it is made; the
agent reports the suggested match and stops there.

Assistant.function_classes now takes a user so preview tools stay out of the
default surface. They are hidden from tools/list and not callable by name
without the preference enabled, and the vault tools re-check the manager role
and per-account permissions, since MCP calls never pass through a controller.

Docs: the blueprint this implements, and a guide covering which side owns which
layer, the vocabulary map between the two, the monthly runbook, and the gaps
(non-user holders, non-statement documents, one value per date).

No migrations, no API endpoints, no UI.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JFDp9HhXDeswadu4cxFojn

* Address review feedback on the vault MCP tools

Two non-blocking items from the review pass:

Document why get_statement_coverage reads through accessible_by rather than
writable_by. It reports which documents exist and writes nothing, so read
access is the right bar — and tightening it would hide coverage gaps from
people who can already see the figures those gaps sit behind. The comment
exists so a future refactor doesn't "fix" it.

Close the acknowledged verification gap with tests rather than a one-off
manual check. The review noted that nothing proved a real vault payload
serializes cleanly out through tools/call — vault responses are richer than
the other tools' output, with nested account hashes, decimal balances, dates
and a compacted hash. Two integration tests now drive the real /mcp endpoint
end to end against a real AccountStatement: one listing it, one uploading
bytes and reading back the SHA-256. Permanent regression coverage instead of
a smoke test someone has to remember to repeat.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JFDp9HhXDeswadu4cxFojn

* docs(llm-guides): replace patrimonial blueprint with its final revision

Swap the embedded early draft for the authoritative final revision of the
wealth + tax modelling blueprint (MIT © 2026 diegomarino):

- rename the domain vocabulary: patrimonial -> wealth, fiscal -> tax
  (tax_data/, the tax layer, tax_runner)
- add §9.5 (the intel file: shape, generation, and the capture loop)
- tighten worked examples down to placeholders
- add the MIT header; keep the in-repo NOTE block (adapted to the new
  vocabulary) and the filename untouched so cross-links don't break

* docs(llm-guides): align agent-harness guide with blueprint + fix reconcile semantics

Follow the blueprint rename (patrimonial -> wealth, fiscal -> tax,
fiscal_data/ -> tax_data/, "Phase 7 (fiscal layer)" -> "(the tax layer)")
so the two docs stop disagreeing on vocabulary.

Correct the reconciliation mapping, which conflated two different invariants:

- blueprint reconcile-or-abort (§7 pass 3) is parse-integrity (parsed parts
  == the document's own printed total); Sure's reconciliation_checks is
  ledger agreement (statement balances vs the ledger). Sure has no
  parse-integrity check and never aborts.
- opening_balance / closing_balance are user-entered, not auto-extracted, so
  over MCP reconciliation is "unavailable" until a human fills them.
- tolerance differs: blueprint 1.00/account-period vs Sure's fixed 0.01.

State in the ownership table, the invariants section, the vocabulary map and
the monthly runbook that parse-integrity and the abort belong to the harness
extractor.

* Correct the vault tools' reconciliation claims and citation parsing

Review findings from @diegomarino, all verified against the code before
changing anything.

The reconciliation claim was the serious one. get_account_statement told
agents the checks were "the trustworthy part" and returned "the balances read
off it" — but nothing reads balances off a document. MetadataDetector never
touches them and create_from_prepared_upload! never sets them; they are
user-editable fields in the Statement Vault UI. So a statement archived over
MCP always came back with an empty check list, which an agent could easily
read as "the document agrees with the ledger" when it means "nobody has
entered the figures". The description now says so, and the payload carries a
reconciliation_note spelling it out for anything reading only the JSON. Also
noted that these checks are ledger agreement, not parse integrity: nothing
here verifies a document's parts sum to its printed total.

Provenance::Citation had two patterns disagreeing about spacing. GRADE_SUFFIX
allowed "(grade:A)" but FORMAT required exactly one space, so that citation
passed the pre-check and then parsed as ungraded with the grade swallowed into
the text — silently discarding the reliability the caller supplied, which is
the one thing this parser exists to prevent.

list_account_statements downcases content_sha256 before querying. The column
is constrained to lowercase hex, so uppercase input could never match, and an
agent would read the empty result as "not archived" and upload a duplicate.
Its period filters are renamed overlapping_from / overlapping_until, since
they match on overlap and the old names claimed otherwise to anyone reading
the schema without the descriptions. has_more now explains that there is no
cursor and the way forward is a bigger limit or narrower filters.

record_valuation no longer overwrites the entry's notes. Re-recording a date
would destroy a note a person had written there. Nothing is removed now: an
identical citation is a no-op, a changed one is appended, and the trail of
what was cited when survives. Detecting "did this tool write that line?" is
not possible — almost any prose parses as a valid ungraded citation — so the
code does not guess.

Minor: accept urlsafe base64 on upload, and explain in the code why
record_valuation checks the account ACL rather than the vault manager role, so
nobody "tightens" it into the wrong permission later.

Tests cover each: the grade-spacing cases both ways, uppercase SHA lookup,
overlap window boundaries, note preservation and no-stacking, the unavailable
reconciliation note appearing and disappearing, and — per the review — that
the download URL's signed id actually expires, rather than trusting the
description's claim.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JFDp9HhXDeswadu4cxFojn

* Repair a bad merge in the MCP controller test

The merge of main spliced the incoming `tools/call executes
update_transaction` test into the middle of the upload round-trip test,
before its closing `end`. That left the file one `end` short, so it did
not parse — taking out both `ci / lint` (Lint/Syntax) and `ci / test_unit`
(the whole file failed to load).

Restores the missing `end`. Both tests are kept as their authors wrote
them; nothing else changes.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JFDp9HhXDeswadu4cxFojn

* docs: use wealth history wording (#2885)

* Stop the vault tools promising verification they don't perform

Three findings from the automated review passes, all confirmed against the
code before changing anything.

The download URL was dead on arrival for the caller it was built for. Sure
serves stored files through Active Storage controllers that
config/initializers/active_storage_authorization.rb gates on
`viewable_by?(Current.user)` — a signed-in browser session. An MCP client has
a bearer token and no session, so following the URL would have redirected to
sign-in. Removed it rather than leaving a link that cannot work, and the
description now points at search_family_files or the vault UI.

Coverage called a month `covered` when a document merely existed. An
unreconciled statement is not mismatched, so it took the `covered` branch, and
the payload carried nothing to correct the reading — the same "advertised
verification that never happened" bug fixed last round in
get_account_statement, in a second place. Months now carry their own
reconciliation_status, and the description says covered means presence, not
agreement.

Listing filtered visibility after limiting. Beyond underfilling a page, with
no cursor and a 100-row cap an accessible statement behind enough newer
invisible ones was unreachable. Visibility now lives in the query, mirroring
viewable_by? for a statement manager.

Also: rescue unexpected upload failures into a tool error instead of a raw
exception string, derive the documented size limit from MAX_FILE_SIZE, list
every coverage status in mcp.md, and cover the failed-reconciliation and
base64-normalisation branches.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JFDp9HhXDeswadu4cxFojn

* Keep storage exception detail out of the MCP response

The upload_failed message interpolated the exception text, which crosses out
to an external agent. A storage failure can carry bucket names, object keys,
paths or request details, so the agent now gets a fixed message and the
exception stays in the server log. The test asserts the absence of detail
rather than pinning the leaked string into the contract.

Also fixes a test that did not test what it claimed: the urlsafe-base64 case
used a fixture encoding to plain base64, so it exercised the padding branch
and never the "-_" translation. It now uses content whose encoding contains
both characters and asserts that up front.

Renames "rejects content that decodes to zero bytes" to "rejects blank
content", which is what it actually covers — Base64.strict_encode64("") is
"", which is blank and returns before the decoder runs, so invalid_content is
correct and empty_file is not reachable from this path.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JFDp9HhXDeswadu4cxFojn

* docs: align wealth blueprint review feedback

* Correct the harness runbook: parse before publishing

The guide told an implementer to archive each document to Sure first and
work from there. That strands them. Sure never returns a document's bytes
over MCP — Active Storage serves stored files only to a signed-in browser
session — and there is no text fallback either, because statements archived
through upload_account_statement never enter the vector store, so
search_family_files cannot see them. A statement in Sure is metadata to an
agent and nothing more.

That blocks exactly three blueprint steps, all of them operating on bank and
broker statements: the extractors, the parts-vs-printed-total check, and the
glyph decoder. Everything else it parses — tax returns, capital accounts,
annual accounts — the harness already holds locally.

So the order inverts: the harness ingests into its own vault, extracts there
with the whole file in reach, and publishes to Sure afterwards. This restores
principle 8 rather than bending it — the recurring pipeline reads from the
canonical store, and treating Sure as canonical forced a re-fetch the
architecture never sanctioned. Both sides hash the same bytes, so the SHA-256
verifies Sure holds the identical document without moving it.

Writes down the two consequences: a statement uploaded straight into Sure's
UI can be known but never parsed (reliability C or PENDING until a copy
reaches the harness), and neither vault backs up the other.

Also drops a stale tools-table row still advertising the 15-minute download
URL removed earlier, corrects get_account_statement's description where it
suggested search_family_files as a fallback it cannot be, and disambiguates
"the vault" in the MCP tool table, which is what misled me in the first place.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JFDp9HhXDeswadu4cxFojn

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: diegomarino <diegomarino@users.noreply.github.com>
Co-authored-by: Sure Admin (bot) <sure-admin@splashblot.com>
2026-08-04 23:33:01 +02:00
AtlasandJuan José Mata 53a87a7645 fix(mcp): assign OAuth clients read_write scope (#2884)
* fix(mcp): assign OAuth clients read_write scope

* fix(mcp): default registered OAuth scope

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-08-04 23:10:39 +02:00
Josh 60d9a70aff Refresh Pipelock integration for v2.8 receipts (#2406)
* chore(pipelock): refresh integration for v2.8 receipts

* Clarify Pipelock receipt key mounts
2026-06-19 17:16:38 +02:00
JoshandJuan José Mata ca895416a4 chore(helm): bump pipelock to 2.5.0 and surface 2.5 config (#1913)
* chore(helm): bump pipelock to 2.5.0 and surface 2.5 config

Bumps pipelock.image.tag from 2.2.0 to 2.5.0 and exposes the most
relevant 2.5 features as structured Helm values:

- pipelock.requestBodyScanning: scan outbound bodies and sensitive
  headers for prompt-injection and DLP payloads. Disabled by default;
  roll out with action=warn before flipping to block.
- pipelock.healthWatchdog: structured config for the wedge-detection
  watchdog with an exposeSubsystems toggle for /health detail.
- pipelock.mcpToolPolicy.rules: structured values for rendering
  mcp_tool_policy.rules including redirect-profile references.

Also fixes a latent config-validation regression: pipelock 2.x rejects
an enabled mcp_tool_policy with no rules, but the chart previously
defaulted to enabled=true with an empty rules list, which hard-fails
'pipelock check'. The default is now enabled=false; operators must
explicitly enable and provide at least one rule.

Refreshes README, CHANGELOG, docs/hosting/pipelock.md, docs/hosting/ai.md,
compose example pin comment, and pipelock.example.yaml to call out 2.5
highlights (Audit Packet v0 verifiers, SPIFFE-strict envelopes, scanner
attribution on MCP block receipts, pipelock doctor). Also fixes a stale
docs/hosting/mcp.md reference to the removed compose.example.pipelock.yml.

* chore(helm): fail helm template when mcp_tool_policy enabled with no rules

Adds a guard in asserts.tpl so an operator who sets
pipelock.mcpToolPolicy.enabled=true without populating
pipelock.mcpToolPolicy.rules gets a clear render-time error instead
of a container crash-loop with the pipelock validation message.

Per CodeRabbit feedback on #1913.

* Versions

---------

Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-05-24 13:50:44 +02:00
Andrei Onelaskmanu[bot] <192355599+askmanu[bot]@users.noreply.github.com>Juan José Mata
a0b1029ba9 Documentation for review AI Assistant features, MCP and API additions (#1168)
* Create MCP server endpoint documentation

* Add Assistant Architecture section to AI documentation

* Add Users API documentation for account reset and delete endpoints

* Document Pipelock CI security scanning in contributing guide

* fix: correct scope and error codes in Users API documentation

* Exclude `docs/hosting/ai.md` from Pipelock scan

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Co-authored-by: askmanu[bot] <192355599+askmanu[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-03-16 18:24:28 +01:00