feat(eval): add custom system prompt support for step-1 classification

- Langfuse SDK v4: fix prompt-to-trace linking (as_type=generation)
- tracing: compile_prompt with Langfuse managed prompt fallback
- journey: remove journey CLI subcommand (keep only interactive)
- LLM: add service-specific llm modules for batch-agent and chat
- gitignore: exclude eval private test data
- config: add LANGFUSE settings to shared config

.env.example

@@ -4,9 +4,17 @@ ENV=dev
 # ── Database ──────────────────────────────────────────────────────────────────
 DATABASE_URL=postgresql+asyncpg://postgres:postgres@localhost:5432/adiuva
 
-# ── Auth ──────────────────────────────────────────────────────────────────────
+# ── Redis ─────────────────────────────────────────────────────────────────────
-JWT_SECRET=replace-with-a-long-random-secret
+REDIS_URL=redis://localhost:6379/0
-JWT_ALGORITHM=HS256
+
+# ── Auth (JWT RS256) ──────────────────────────────────────────────────────────
+# Public key for optional local JWT verification (Traefik ForwardAuth handles
+# this in production — services trust X-User-* headers from Traefik).
+# Generate keypair:
+#   openssl genpkey -algorithm RSA -out private.pem -pkeyopt rsa_keygen_bits:2048
+#   openssl rsa -in private.pem -pubout -out public.pem
+# Paste PEM content with literal \n for newlines.
+JWT_PUBLIC_KEY=
 JWT_ACCESS_TOKEN_EXPIRE_MINUTES=30
 JWT_REFRESH_TOKEN_EXPIRE_DAYS=30
 
@@ -17,7 +25,6 @@ OPENAI_API_KEY=
 ANTHROPIC_API_KEY=
 GOOGLE_API_KEY=
 LLM_MODEL=gpt-4o
-LLM_ROUTER_MODEL=gpt-4o-mini
 
 # ── Stripe (leave empty to stub billing) ──────────────────────────────────────
 STRIPE_SECRET_KEY=
@@ -42,3 +49,8 @@ QDRANT_API_KEY=
 # ── CORS ──────────────────────────────────────────────────────────────────────
 # Comma-separated list parsed by Settings (override default if needed)
 # CORS_ORIGINS=["app://.","http://localhost:3000"]
+
+# ── Langfuse (observability) ─────────────────────────────────────────────────
+LANGFUSE_SECRET_KEY=sk-lf-...
+LANGFUSE_PUBLIC_KEY=pk-lf-...
+LANGFUSE_HOST=https://cloud.langfuse.com  # or self-hosted URL

.gitignore

@@ -13,6 +13,9 @@ env/
 # Environment variables
 .env
 
+# Cryptographic keys
+*.pem
+
 # IDE
 .vscode/
 .idea/
@@ -32,3 +35,6 @@ Thumbs.db
 # Claude Code
 .claude/
 logs/
+
+# Eval private test data
+services/batch-agent/eval/fixtures/private_data/

README.md

@@ -739,7 +739,7 @@ adiuva-api/
 │   │
 │   ├── core/                    # Orchestration engine
 │   │   ├── agent_registry.py    # BaseAgent, ChatAgent, AgentRegistry
-│   │   ├── llm.py               # LiteLLM factory (get_llm, get_router_llm)
+│   │   ├── llm.py               # LiteLLM factory (get_llm)
 │   │   ├── orchestrator.py      # Intent classification & routing
 │   │   └── execution_plan.py    # Plan builder, templates, cache
 │   │

app/config/settings.py

@@ -27,9 +27,9 @@ class Settings(BaseSettings):
     ANTHROPIC_API_KEY: str = ""
     GOOGLE_API_KEY: str = ""
     CEREBRAS_API_KEY: str = ""
+    GITHUB_TOKEN: str = ""
 
     LLM_MODEL: str = "gpt-4o"
-    LLM_ROUTER_MODEL: str = "gpt-4o-mini"
     LLM_EMBED_MODEL: str = "text-embedding-3-small"
 
     # GitHub Copilot OAuth token storage directory.
@@ -54,7 +54,9 @@ class Settings(BaseSettings):
 
     ENV: Literal["dev", "prod"] = "dev"
 
-    model_config = SettingsConfigDict(env_file=".env", env_file_encoding="utf-8")
+    model_config = SettingsConfigDict(
+        env_file=".env", env_file_encoding="utf-8", extra="ignore"
+    )
 
 
 settings = Settings()

app/core/llm.py

@@ -1,6 +1,6 @@
 """LLM factory — centralised model instantiation via LiteLLM.
 
-Every agent and the orchestrator call ``get_llm()`` or ``get_router_llm()``
+Every agent and the orchestrator call ``get_llm()``
 instead of directly constructing a provider-specific class.  The model string
 follows the `LiteLLM model naming convention
 <https://docs.litellm.ai/docs/providers>`_:
@@ -11,7 +11,7 @@ follows the `LiteLLM model naming convention
 * Ollama:     ``ollama/llama3``
 * Bedrock:    ``bedrock/anthropic.claude-v2``
 
-Switch providers by changing **LLM_MODEL** / **LLM_ROUTER_MODEL** in ``.env``
+Switch providers by changing **LLM_MODEL** in ``.env``
 — no code changes required.
 """
 
@@ -50,6 +50,8 @@ def _api_key_for_model(model: str) -> str | None:
         return settings.GOOGLE_API_KEY or None
     if model.startswith("cerebras/"):
         return settings.CEREBRAS_API_KEY or None
+    if model.startswith("github/"):
+        return settings.GITHUB_TOKEN or None
     if model.startswith("github_copilot/"):
         # GitHub Copilot uses OAuth device-flow tokens managed by LiteLLM.
         # No API key is required; returning None lets LiteLLM handle auth.
@@ -83,6 +85,9 @@ def get_llm(
     if settings.GITHUB_COPILOT_TOKEN_DIR:
         os.environ.setdefault("GITHUB_COPILOT_TOKEN_DIR", settings.GITHUB_COPILOT_TOKEN_DIR)
 
+    if settings.GITHUB_TOKEN:
+        os.environ.setdefault("GITHUB_TOKEN", settings.GITHUB_TOKEN)
+
     # Use ChatLiteLLM for provider-prefixed models (github_copilot/, anthropic/, etc.)
     # so LiteLLM handles routing and auth. ChatOpenAI for plain OpenAI model names.
     if "/" in model:
@@ -95,14 +100,6 @@ def get_llm(
     )
 
 
-def get_router_llm(
-    *,
-    temperature: float = 0,
-) -> ChatOpenAI | ChatLiteLLM:
-    """Return the lighter model used for intent classification / routing."""
-    return get_llm(model=settings.LLM_ROUTER_MODEL, temperature=temperature)
-
-
 async def embed(text: str) -> list[float]:
     """Return an embedding vector for *text*.
 

requirements.txt

@@ -32,4 +32,6 @@ google-auth-oauthlib>=1.2.0
 google-auth-httplib2>=0.2.0
 msal>=1.28.0
 cryptography>=42.0.0
+redis>=5.0.0
+langfuse>=3.0.0
 ruff>=0.8.0

services/auth/.env.example

@@ -0,0 +1,19 @@
+# ── Auth Service ──────────────────────────────────────────────────────────────
+# This file contains env vars specific to the Auth Service.
+# Shared vars (DATABASE_URL, REDIS_URL, etc.) come from the root .env
+# or from docker-compose environment.
+
+# ── JWT RS256 Keys ────────────────────────────────────────────────────────────
+# Generate keypair:
+#   openssl genpkey -algorithm RSA -out private.pem -pkeyopt rsa_keygen_bits:2048
+#   openssl rsa -in private.pem -pubout -out public.pem
+#
+# Paste PEM content with literal \n for newlines:
+#   JWT_PRIVATE_KEY=-----BEGIN PRIVATE KEY-----\nMIIEvQ...
+#   JWT_PUBLIC_KEY=-----BEGIN PUBLIC KEY-----\nMIIBIj...
+
+# PRIVATE KEY — used to SIGN JWTs. NEVER share outside this service.
+JWT_PRIVATE_KEY=
+
+# PUBLIC KEY — used to VERIFY JWTs.
+JWT_PUBLIC_KEY=

services/auth/Dockerfile

@@ -0,0 +1,36 @@
+# ── builder ──────────────────────────────────────────────────────────────────
+FROM python:3.12-slim AS builder
+
+WORKDIR /build
+
+# Install shared + service deps in one layer
+COPY services/auth/requirements.txt ./requirements.txt
+RUN pip install --upgrade pip && \
+    pip install --no-cache-dir --prefix=/install -r requirements.txt
+
+# ── runtime ──────────────────────────────────────────────────────────────────
+FROM python:3.12-slim AS runtime
+
+RUN addgroup --system appgroup && adduser --system --ingroup appgroup appuser
+
+WORKDIR /app
+
+COPY --from=builder /install /usr/local
+
+# Copy shared module (available to all services)
+COPY shared/ shared/
+
+# Copy service source
+COPY services/auth/app/ app/
+
+RUN chown -R appuser:appgroup /app
+
+USER appuser
+
+EXPOSE 8000
+
+CMD ["gunicorn", "app.main:app", \
+     "-k", "uvicorn.workers.UvicornWorker", \
+     "--bind", "0.0.0.0:8000", \
+     "--workers", "2", \
+     "--timeout", "30"]

services/auth/README.md

@@ -0,0 +1,16 @@
+# Auth Service
+
+Owns: user registration, login, JWT RS256 issuance, token refresh, `/me` endpoint.
+
+## Tables owned
+- `users`
+- `refresh_tokens`
+- `subscriptions` (read; Billing Service writes)
+
+## Endpoints
+- `POST /auth/register`
+- `POST /auth/login`
+- `POST /auth/refresh`
+- `GET /auth/me`
+- `PUT /auth/me`
+- `GET /auth/verify` (ForwardAuth for Traefik)

services/auth/app/config.py

@@ -0,0 +1,34 @@
+"""Auth Service — local configuration.
+
+Contains secrets that ONLY the Auth Service needs (e.g., JWT private key).
+These are NOT in shared/config.py to prevent other services from accessing them.
+"""
+
+from pydantic import field_validator
+from pydantic_settings import BaseSettings, SettingsConfigDict
+
+
+class AuthSettings(BaseSettings):
+    # RS256 private key (PEM format). Used to SIGN JWTs.
+    # Only the Auth Service has this. Generate with:
+    #   openssl genpkey -algorithm RSA -out private.pem -pkeyopt rsa_keygen_bits:2048
+    # Then set the env var (newlines as \n):
+    #   JWT_PRIVATE_KEY="-----BEGIN PRIVATE KEY-----\nMIIEv..."
+    JWT_PRIVATE_KEY: str = ""
+
+    # RS256 public key (PEM format). Used to VERIFY JWTs.
+    # Derived from the private key:
+    #   openssl rsa -in private.pem -pubout -out public.pem
+    JWT_PUBLIC_KEY: str = ""
+
+    @field_validator("JWT_PRIVATE_KEY", "JWT_PUBLIC_KEY", mode="before")
+    @classmethod
+    def _expand_pem_newlines(cls, v: str) -> str:
+        if isinstance(v, str) and r"\n" in v:
+            return v.replace(r"\n", "\n")
+        return v
+
+    model_config = SettingsConfigDict(env_file=".env", env_file_encoding="utf-8")
+
+
+auth_settings = AuthSettings()

services/auth/app/deps.py

@@ -0,0 +1,69 @@
+"""Auth dependencies — JWT validation for the Auth Service.
+
+This is the canonical get_current_user used by protected endpoints
+within the Auth Service itself (/me, /me PUT).
+"""
+
+from __future__ import annotations
+
+from fastapi import Depends, HTTPException, status
+from fastapi.security import OAuth2PasswordBearer
+from jose import JWTError, jwt
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from shared.config import settings
+from shared.db import get_session
+from shared.models import Subscription, User
+from shared.schemas import UserProfile
+
+from app.config import auth_settings
+
+oauth2_scheme = OAuth2PasswordBearer(tokenUrl="/api/v1/auth/login")
+
+
+async def get_current_user(
+    token: str = Depends(oauth2_scheme),
+    db: AsyncSession = Depends(get_session),
+) -> UserProfile:
+    """Validate a Bearer JWT and return the authenticated user.
+
+    The JWT is used for identity and expiry.  Tier is fetched live from the
+    subscriptions table so upgrades/downgrades take effect immediately.
+    """
+    credentials_exc = HTTPException(
+        status_code=status.HTTP_401_UNAUTHORIZED,
+        detail="Could not validate credentials",
+        headers={"WWW-Authenticate": "Bearer"},
+    )
+    try:
+        payload = jwt.decode(
+            token, auth_settings.JWT_PUBLIC_KEY, algorithms=["RS256"]
+        )
+        user_id: str | None = payload.get("sub")
+        email: str | None = payload.get("email")
+        if not user_id or not email:
+            raise credentials_exc
+    except JWTError:
+        raise credentials_exc
+
+    # Live tier lookup
+    result = await db.execute(
+        select(Subscription.tier).where(Subscription.user_id == user_id)
+    )
+    default_tier = "power" if settings.ENV == "dev" else "free"
+    tier: str = result.scalar_one_or_none() or default_tier
+
+    # Fetch name/surname
+    user_result = await db.execute(
+        select(User.name, User.surname).where(User.id == user_id)
+    )
+    user_row = user_result.one_or_none()
+
+    return UserProfile(
+        id=user_id,
+        email=email,
+        name=user_row.name if user_row else None,
+        surname=user_row.surname if user_row else None,
+        tier=tier,
+    )  # type: ignore[arg-type]

services/auth/app/main.py

@@ -0,0 +1,62 @@
+"""Auth Service — JWT issuance, user management, ForwardAuth verification.
+
+Standalone FastAPI service extracted from the adiuva-api monolith.
+Owns: users, refresh_tokens, subscriptions (read).
+"""
+
+import sys
+from contextlib import asynccontextmanager
+from pathlib import Path
+
+# Ensure the repo root is on sys.path so "shared" is importable.
+# In Docker, COPY shared/ puts it at /app/shared/ (already importable).
+# In local dev, we need to add the repo root (two levels up from this file).
+_repo_root = str(Path(__file__).resolve().parents[3])
+if _repo_root not in sys.path:
+    sys.path.insert(0, _repo_root)
+
+from fastapi import FastAPI
+from fastapi.middleware.cors import CORSMiddleware
+
+from shared.config import settings
+
+
+@asynccontextmanager
+async def lifespan(app: FastAPI):
+    yield
+    from shared.db import engine
+
+    await engine.dispose()
+
+
+def create_app() -> FastAPI:
+    app = FastAPI(
+        title="Adiuva Auth Service",
+        version="0.1.0",
+        docs_url="/docs" if settings.ENV == "dev" else None,
+        redoc_url=None,
+        lifespan=lifespan,
+    )
+
+    app.add_middleware(
+        CORSMiddleware,
+        allow_origins=settings.CORS_ORIGINS,
+        allow_credentials=True,
+        allow_methods=["*"],
+        allow_headers=["*"],
+    )
+
+    from app.routes import router
+    from app.verify import router as verify_router
+
+    app.include_router(router, prefix="/api/v1")
+    app.include_router(verify_router, prefix="/api/v1")
+
+    @app.get("/api/v1/health", tags=["health"])
+    async def health() -> dict:
+        return {"status": "ok", "service": "auth", "version": app.version}
+
+    return app
+
+
+app = create_app()

services/auth/app/routes.py

@@ -0,0 +1,249 @@
+"""Auth routes: register, login, refresh, me.
+
+Extracted from app/api/routes/auth.py — uses shared.* imports instead of app.*.
+"""
+
+from __future__ import annotations
+
+import hashlib
+import time
+import uuid
+from datetime import datetime, timedelta, timezone
+
+import bcrypt
+from cryptography.fernet import Fernet
+from fastapi import APIRouter, Depends, HTTPException, status
+from jose import jwt
+from pydantic import BaseModel
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from shared.config import settings
+from shared.db import get_session
+from shared.models import RefreshToken, Subscription, User
+from shared.schemas import AuthTokens, UserProfile
+
+from app.config import auth_settings
+from app.deps import get_current_user
+
+router = APIRouter(prefix="/auth", tags=["auth"])
+
+
+# ── Internal helpers ─────────────────────────────────────────────────
+
+
+def _hash_password(password: str) -> str:
+    return bcrypt.hashpw(password.encode(), bcrypt.gensalt()).decode()
+
+
+def _verify_password(password: str, hashed: str) -> bool:
+    return bcrypt.checkpw(password.encode(), hashed.encode())
+
+
+def _hash_token(plain_token: str) -> str:
+    """SHA-256 of the plain refresh token string."""
+    return hashlib.sha256(plain_token.encode()).hexdigest()
+
+
+def _make_access_token(user_id: str, email: str, tier: str) -> tuple[str, int]:
+    """Return (RS256-signed JWT, expires_at_ms)."""
+    now = int(time.time())
+    exp = now + settings.JWT_ACCESS_TOKEN_EXPIRE_MINUTES * 60
+    payload = {
+        "sub": user_id,
+        "email": email,
+        "tier": tier,
+        "exp": exp,
+        "iat": now,
+    }
+    token = jwt.encode(payload, auth_settings.JWT_PRIVATE_KEY, algorithm="RS256")
+    return token, exp * 1000  # ms for client
+
+
+async def _get_live_tier(db: AsyncSession, user_id: str) -> str:
+    """Fetch authoritative tier from subscriptions table."""
+    result = await db.execute(
+        select(Subscription.tier).where(Subscription.user_id == user_id)
+    )
+    default_tier = "power" if settings.ENV == "dev" else "free"
+    return result.scalar_one_or_none() or default_tier
+
+
+# ── Request bodies ────────────────────────────────────────────────────
+
+
+class _RegisterRequest(BaseModel):
+    email: str
+    password: str
+    name: str | None = None
+    surname: str | None = None
+
+
+class _LoginRequest(BaseModel):
+    email: str
+    password: str
+
+
+class _RefreshRequest(BaseModel):
+    refresh_token: str
+
+
+class _UpdateProfileRequest(BaseModel):
+    name: str | None = None
+    surname: str | None = None
+
+
+# ── Routes ────────────────────────────────────────────────────────────
+
+
+@router.post("/register", response_model=AuthTokens, status_code=status.HTTP_201_CREATED)
+async def register(
+    body: _RegisterRequest,
+    db: AsyncSession = Depends(get_session),
+) -> AuthTokens:
+    """Create a new account and return JWT tokens."""
+    existing = await db.execute(select(User).where(User.email == body.email))
+    if existing.scalar_one_or_none() is not None:
+        raise HTTPException(status.HTTP_409_CONFLICT, "Email already registered")
+
+    user = User(
+        id=str(uuid.uuid4()),
+        email=body.email,
+        name=body.name,
+        surname=body.surname,
+        password_hash=_hash_password(body.password),
+        tier="free",
+        encryption_key=Fernet.generate_key().decode(),
+    )
+    db.add(user)
+    await db.flush()
+
+    plain_token = str(uuid.uuid4())
+    expires_at = datetime.now(timezone.utc) + timedelta(
+        days=settings.JWT_REFRESH_TOKEN_EXPIRE_DAYS
+    )
+    rt = RefreshToken(
+        user_id=user.id,
+        token_hash=_hash_token(plain_token),
+        expires_at=expires_at,
+    )
+    db.add(rt)
+    await db.commit()
+
+    access_token, expires_at_ms = _make_access_token(user.id, user.email, user.tier)
+    return AuthTokens(
+        access_token=access_token,
+        refresh_token=plain_token,
+        expires_at=expires_at_ms,
+    )
+
+
+@router.post("/login", response_model=AuthTokens)
+async def login(
+    body: _LoginRequest,
+    db: AsyncSession = Depends(get_session),
+) -> AuthTokens:
+    """Validate credentials and return JWT tokens."""
+    result = await db.execute(select(User).where(User.email == body.email))
+    user = result.scalar_one_or_none()
+    if user is None or not _verify_password(body.password, user.password_hash):
+        raise HTTPException(status.HTTP_401_UNAUTHORIZED, "Invalid credentials")
+
+    # Fetch live tier for the JWT claim
+    tier = await _get_live_tier(db, user.id)
+
+    plain_token = str(uuid.uuid4())
+    expires_at = datetime.now(timezone.utc) + timedelta(
+        days=settings.JWT_REFRESH_TOKEN_EXPIRE_DAYS
+    )
+    rt = RefreshToken(
+        user_id=user.id,
+        token_hash=_hash_token(plain_token),
+        expires_at=expires_at,
+    )
+    db.add(rt)
+    await db.commit()
+
+    access_token, expires_at_ms = _make_access_token(user.id, user.email, tier)
+    return AuthTokens(
+        access_token=access_token,
+        refresh_token=plain_token,
+        expires_at=expires_at_ms,
+    )
+
+
+@router.post("/refresh", response_model=AuthTokens)
+async def refresh(
+    body: _RefreshRequest,
+    db: AsyncSession = Depends(get_session),
+) -> AuthTokens:
+    """Rotate a refresh token and return a new token pair."""
+    token_hash = _hash_token(body.refresh_token)
+    result = await db.execute(
+        select(RefreshToken).where(RefreshToken.token_hash == token_hash)
+    )
+    rt = result.scalar_one_or_none()
+
+    now = datetime.now(timezone.utc)
+    if rt is None or rt.expires_at.replace(tzinfo=timezone.utc) < now:
+        raise HTTPException(status.HTTP_401_UNAUTHORIZED, "Invalid or expired refresh token")
+
+    await db.delete(rt)
+
+    user_result = await db.execute(select(User).where(User.id == rt.user_id))
+    user = user_result.scalar_one_or_none()
+    if user is None:
+        raise HTTPException(status.HTTP_401_UNAUTHORIZED, "User not found")
+
+    # Fetch live tier for the new JWT
+    tier = await _get_live_tier(db, user.id)
+
+    plain_token = str(uuid.uuid4())
+    new_expires = now + timedelta(days=settings.JWT_REFRESH_TOKEN_EXPIRE_DAYS)
+    new_rt = RefreshToken(
+        user_id=user.id,
+        token_hash=_hash_token(plain_token),
+        expires_at=new_expires,
+    )
+    db.add(new_rt)
+    await db.commit()
+
+    access_token, expires_at_ms = _make_access_token(user.id, user.email, tier)
+    return AuthTokens(
+        access_token=access_token,
+        refresh_token=plain_token,
+        expires_at=expires_at_ms,
+    )
+
+
+@router.get("/me", response_model=UserProfile)
+async def me(current_user: UserProfile = Depends(get_current_user)) -> UserProfile:
+    """Return the profile for the authenticated user."""
+    return current_user
+
+
+@router.put("/me", response_model=UserProfile)
+async def update_profile(
+    body: _UpdateProfileRequest,
+    current_user: UserProfile = Depends(get_current_user),
+    db: AsyncSession = Depends(get_session),
+) -> UserProfile:
+    """Update the authenticated user's name and surname."""
+    result = await db.execute(select(User).where(User.id == current_user.id))
+    user = result.scalar_one()
+
+    if body.name is not None:
+        user.name = body.name
+    if body.surname is not None:
+        user.surname = body.surname
+
+    await db.commit()
+    await db.refresh(user)
+
+    return UserProfile(
+        id=user.id,
+        email=user.email,
+        name=user.name,
+        surname=user.surname,
+        tier=current_user.tier,
+    )

services/auth/app/verify.py

@@ -0,0 +1,66 @@
+"""ForwardAuth verification endpoint for Traefik.
+
+Traefik calls GET /api/v1/auth/verify on every request to a protected
+service.  This endpoint validates the JWT from the Authorization header
+and returns identity headers that Traefik injects into downstream requests.
+
+Downstream services NEVER validate JWTs themselves — they trust the
+X-User-Id, X-User-Email, X-User-Tier headers injected by Traefik.
+"""
+
+from __future__ import annotations
+
+from fastapi import APIRouter, Request, Response
+from fastapi import status as http_status
+from jose import JWTError, jwt
+from sqlalchemy import select
+
+from shared.config import settings
+from shared.db import async_session
+from shared.models import Subscription
+
+from app.config import auth_settings
+
+router = APIRouter(tags=["auth"])
+
+
+@router.get("/auth/verify")
+async def verify(request: Request) -> Response:
+    """Validate JWT and return identity headers for Traefik ForwardAuth.
+
+    Returns 200 with X-User-* headers on success, 401 on failure.
+    Traefik copies response headers to the downstream request.
+    """
+    auth_header = request.headers.get("Authorization", "")
+    if not auth_header.startswith("Bearer "):
+        return Response(status_code=http_status.HTTP_401_UNAUTHORIZED)
+
+    token = auth_header[7:]  # strip "Bearer "
+
+    try:
+        payload = jwt.decode(
+            token, auth_settings.JWT_PUBLIC_KEY, algorithms=["RS256"]
+        )
+        user_id: str | None = payload.get("sub")
+        email: str | None = payload.get("email")
+        if not user_id or not email:
+            return Response(status_code=http_status.HTTP_401_UNAUTHORIZED)
+    except JWTError:
+        return Response(status_code=http_status.HTTP_401_UNAUTHORIZED)
+
+    # Live tier lookup from subscriptions table
+    async with async_session() as db:
+        result = await db.execute(
+            select(Subscription.tier).where(Subscription.user_id == user_id)
+        )
+        default_tier = "power" if settings.ENV == "dev" else "free"
+        tier: str = result.scalar_one_or_none() or default_tier
+
+    return Response(
+        status_code=http_status.HTTP_200_OK,
+        headers={
+            "X-User-Id": user_id,
+            "X-User-Email": email,
+            "X-User-Tier": tier,
+        },
+    )

services/auth/requirements.txt

@@ -0,0 +1,11 @@
+fastapi>=0.115.0
+uvicorn[standard]>=0.34.0
+gunicorn>=22.0.0
+pydantic>=2.10.0
+pydantic-settings>=2.7.0
+python-jose[cryptography]>=3.3.0
+sqlalchemy>=2.0.0
+asyncpg>=0.30.0
+bcrypt>=4.2.0
+cryptography>=42.0.0
+python-dotenv>=1.0.0

services/batch-agent/Dockerfile

@@ -0,0 +1,36 @@
+# ── builder ──────────────────────────────────────────────────────────────────
+FROM python:3.12-slim AS builder
+
+WORKDIR /build
+
+COPY services/batch-agent/requirements.txt ./requirements.txt
+RUN pip install --upgrade pip && \
+    pip install --no-cache-dir --prefix=/install -r requirements.txt
+
+# ── runtime ──────────────────────────────────────────────────────────────────
+FROM python:3.12-slim AS runtime
+
+RUN addgroup --system appgroup && adduser --system --ingroup appgroup appuser
+
+WORKDIR /app
+
+COPY --from=builder /install /usr/local
+
+# Shared module
+COPY shared/ shared/
+
+# Service source
+COPY services/batch-agent/app/ app/
+
+RUN chown -R appuser:appgroup /app
+
+USER appuser
+
+EXPOSE 8000
+
+# Batch runs are long-lived — use a longer timeout than chat (300s vs 120s)
+CMD ["gunicorn", "app.main:app", \
+     "-k", "uvicorn.workers.UvicornWorker", \
+     "--bind", "0.0.0.0:8000", \
+     "--workers", "2", \
+     "--timeout", "300"]

services/batch-agent/README.md

@@ -0,0 +1,23 @@
+# Batch Agent Service
+
+Owns: agent_runner, journey builder, filesystem_agent, integrations (Gmail, MS Graph).
+
+## Tables owned
+- `local_agent_configs`
+- `cloud_agent_configs`
+- `agent_run_logs`
+
+## Endpoints
+- `GET /agents/catalog`
+- `POST /agents/can-create`
+- `POST /agents/trigger`
+- `GET /agents/{id}/history`
+
+## Redis channels
+- Subscribe: `batch:request:{user_id}`
+- Publish: `ws:out:{user_id}` (journey replies + tool calls)
+- BRPOP: `tool:result:{call_id}` (30s timeout)
+- SET+EX: `journey:{user_id}` (session state, TTL 1800s)
+
+## TODO
+- [ ] Integrate Langfuse tracing (reuse `services/chat/app/tracing.py` pattern — `trace_span()`, `get_langfuse_callback()`, prompt management). Each batch agent run should create a trace with input/output, link prompts, and pass the LangChain `CallbackHandler` to LLM calls.

services/batch-agent/app/agent_runner.py

@@ -0,0 +1,910 @@
+"""Agent run orchestrator — adapted for Batch Agent Service.
+
+Key changes from monolith app/core/agent_runner.py:
+  - No DeviceConnectionManager — tool calls go through Redis ws_context.
+  - set_current_user / clear_current_user replace set_client_executor.
+  - run_local_agent accepts a serialized dict (from Redis / REST) instead
+    of SQLAlchemy model objects.
+  - _finalize_run writes to PostgreSQL via shared.db.async_session.
+  - Cloud agent import path changed to app.integrations.
+"""
+
+from __future__ import annotations
+
+import asyncio
+import json
+import logging
+import uuid
+from datetime import datetime, timedelta, timezone
+from typing import Any
+
+from langchain_core.messages import AIMessage, HumanMessage, SystemMessage, ToolMessage
+from sqlalchemy import select
+
+from app.agents.filesystem_agent import FILESYSTEM_TOOLS
+from shared.agents.note_agent import NOTE_TOOLS
+from shared.agents.project_agent import PROJECT_TOOLS
+from shared.agents.task_agent import TASK_TOOLS
+from shared.agents.timeline_agent import TIMELINE_TOOLS
+from shared.llm import get_llm
+from shared.ws_context import execute_on_client, set_current_user, clear_current_user
+import app.tracing as tracing
+from shared.db import async_session
+from shared.models import AgentRunLog, CloudAgentConfig, LocalAgentConfig
+from shared.redis import redis_client, ws_out_channel
+
+logger = logging.getLogger(__name__)
+
+# ── Concurrency guard ─────────────────────────────────────────────────────
+_running_agents: set[str] = set()
+
+
+def is_agent_running(agent_id: str) -> bool:
+    return agent_id in _running_agents
+
+
+# ── Timeouts ───────────────────────────────────────────────────────────────
+_TOOL_CALL_TIMEOUT: int = 30
+_MAX_PROCESSING_STEPS: int = 12
+_MAX_SCAN_DEPTH: int = 5
+
+# ── Data-type to tool mapping ─────────────────────────────────────────────
+_DATA_TYPE_TOOLS: dict[str, list[Any]] = {
+    "tasks": TASK_TOOLS,
+    "notes": NOTE_TOOLS,
+    "timelines": TIMELINE_TOOLS,
+}
+
+# ── Step 1: Classification prompt ─────────────────────────────────────────
+
+_DOMAIN_DESCRIPTIONS: dict[str, str] = {
+    "tasks": (
+        "Action items, to-dos, deliverables — anything that describes work to be done, "
+        "assigned to someone, or tracked with a due date or status."
+    ),
+    "notes": (
+        "Documentation, meeting notes, summaries, reference material — "
+        "written content meant to be read and referenced rather than acted on."
+    ),
+    "timelines": (
+        "Project milestones, deadlines, scheduled events — "
+        "specific dates that mark a point in the progress of a project."
+    ),
+    "projects": (
+        "High-level project entities — only relevant if the file clearly introduces "
+        "a new project or updates the scope of an existing one."
+    ),
+}
+
+_STEP1_SYSTEM_PROMPT = """\
+You are a file classifier for a freelance project management tool.
+
+Your job is to match a file to an existing project and identify which data domains to extract.
+
+## Project matching rules (STRICT — follow in order)
+
+1. Search the file content for any mention of a project name, client name, acronym, or topic
+   that overlaps with the existing projects listed below.
+2. The match does NOT need to be exact — partial name, abbreviation, or topic similarity is enough.
+3. STRONGLY PREFER matching an existing project. Only return "new" as an absolute last resort
+   when the file has zero meaningful connection to any listed project.
+4. When in doubt, pick the closest match from the list.
+
+## Response format
+
+Respond ONLY with a JSON object — no markdown, no explanation:
+
+{{"project_id": "<exact id from the list below, or new>", "new_project_name": "<concise 2-5 word name, only when project_id is new>", "domains": ["tasks", "notes"]}}
+
+## Domain definitions (only consider domains in the allowed list)
+
+{domain_definitions}
+
+## Existing projects
+
+{projects_list}
+"""
+
+# ── Step 2: Processing prompt ─────────────────────────────────────────────
+
+_PROCESSING_SYSTEM_PROMPT = """\
+You are a data extraction assistant for a freelance project management tool.
+
+Your task: extract structured data from the file content and persist it using the available tools.
+
+## Mandatory process — follow this order for EVERY item you extract
+
+1. READ the existing records listed below for the relevant domain.
+2. SEARCH for a match by title, topic, or semantic similarity.
+3. If a match exists → call the update_* tool with the existing record's id.
+4. If no match exists → call the create_* tool and set isAiSuggested=1.
+
+NEVER call create_* without first checking the existing records.
+NEVER duplicate a record that already exists under a different wording.
+
+## Existing records (source of truth)
+
+{existing_context}
+
+## Context
+
+Project: {project_context}
+Domains to extract: {data_types}
+
+{custom_prompt_section}
+"""
+
+# ── Cloud processing prompt ───────────────────────────────────────────────
+
+_CLOUD_PROCESSING_PROMPT = """\
+You are a data extraction and management assistant for a freelance project
+management tool.
+
+Available tools:
+  Filesystem : read_file_content, list_directory, get_file_metadata
+  Tasks      : list_tasks, create_task, update_task, add_task_comment
+  Notes      : list_notes, get_note, create_note, update_note
+  Timelines  : list_timelines, create_timeline, update_timeline
+  Projects   : list_all_projects, get_project, create_project, update_project
+
+Your task:
+1. Read the full content of each file below using read_file_content.
+2. For each piece of information found, ALWAYS try to match and update an
+   existing record before creating a new one.
+3. ONLY act on these entity types: {data_types}.
+4. Do NOT invent data. Only extract what is clearly present in the files.
+5. If a file contains no relevant data for the target entity types, skip it.
+
+{project_context}
+
+Files to process:
+{file_list}
+
+{custom_prompt_section}
+
+After processing all files, respond with a brief summary of what you updated
+and what you created.
+"""
+
+
+# ── LLM tool-calling loop ─────────────────────────────────────────────────
+
+
+def _as_text(content: Any) -> str:
+    if content is None:
+        return ""
+    if isinstance(content, str):
+        return content
+    if isinstance(content, list):
+        parts: list[str] = []
+        for item in content:
+            if isinstance(item, str):
+                parts.append(item)
+            elif isinstance(item, dict):
+                text = item.get("text")
+                if isinstance(text, str):
+                    parts.append(text)
+        return "".join(parts)
+    return str(content)
+
+
+async def _run_agent_with_tools(
+    *,
+    system_prompt: str,
+    user_message: str,
+    tools: list[Any],
+    max_steps: int,
+    langfuse_handler: Any | None = None,
+) -> str:
+    """Run an LLM agent with tool-calling, returning the final text response."""
+    callbacks = [langfuse_handler] if langfuse_handler else None
+    llm = get_llm(callbacks=callbacks)
+    llm_with_tools = llm.bind_tools(tools)
+    messages: list[Any] = [
+        SystemMessage(content=system_prompt),
+        HumanMessage(content=user_message),
+    ]
+
+    tool_map = {tool_def.name: tool_def for tool_def in tools}
+
+    for _ in range(max_steps):
+        response: AIMessage = await llm_with_tools.ainvoke(messages)
+        messages.append(response)
+
+        if not response.tool_calls:
+            return _as_text(response.content)
+
+        for call in response.tool_calls:
+            call_id = str(call.get("id", ""))
+            call_name = str(call.get("name", ""))
+            call_args = call.get("args", {})
+            logger.info(
+                "agent_runner: tool_call name=%s args=%s",
+                call_name,
+                json.dumps(call_args, ensure_ascii=True)[:800],
+            )
+
+            tool_fn = tool_map.get(call_name)
+            if tool_fn is None:
+                tool_output = f"Unknown tool: {call_name}"
+            else:
+                tool_output = await tool_fn.ainvoke(call_args)
+
+            logger.info(
+                "agent_runner: tool_result name=%s output=%s",
+                call_name,
+                str(tool_output)[:200],
+            )
+            messages.append(ToolMessage(content=str(tool_output), tool_call_id=call["id"]))
+
+    final = await llm.ainvoke(messages)
+    return _as_text(final.content)
+
+
+# ── Tool list builder ─────────────────────────────────────────────────────
+
+
+def _build_processing_tools(data_types: list[str]) -> list[Any]:
+    tools: list[Any] = list(FILESYSTEM_TOOLS)
+    for dt in data_types:
+        dt_tools = _DATA_TYPE_TOOLS.get(dt)
+        if dt_tools:
+            tools.extend(dt_tools)
+    return tools
+
+
+# ── Code-based directory scanner ─────────────────────────────────────────
+
+
+async def _scan_directories(
+    paths: list[str],
+    extensions: list[str],
+    last_run_at: datetime | None,
+) -> list[str]:
+    all_files: list[str] = []
+    ext_set = {e.lstrip(".").lower() for e in extensions} if extensions else set()
+
+    async def _walk(path: str, depth: int) -> None:
+        if depth > _MAX_SCAN_DEPTH:
+            return
+        try:
+            result = await execute_on_client(action="list_directory", data={"path": path})
+        except Exception as exc:
+            logger.warning("agent_runner: list_directory failed %r: %s", path, exc)
+            return
+        for entry in result.get("entries", []):
+            entry_path = entry.get("path", "")
+            if not entry_path:
+                continue
+            if entry.get("type") == "directory":
+                await _walk(entry_path, depth + 1)
+            elif entry.get("type") == "file":
+                if ext_set:
+                    dot_pos = entry_path.rfind(".")
+                    file_ext = entry_path[dot_pos + 1:].lower() if dot_pos != -1 else ""
+                    if file_ext not in ext_set:
+                        continue
+                all_files.append(entry_path)
+
+    for root in paths:
+        await _walk(root, depth=0)
+
+    if last_run_at is None:
+        return all_files
+
+    last_run_ms = int(last_run_at.timestamp() * 1000)
+    filtered: list[str] = []
+    for file_path in all_files:
+        try:
+            meta = await execute_on_client(action="get_file_metadata", data={"path": file_path})
+            modified_at = meta.get("modifiedAt")
+            if modified_at is None:
+                filtered.append(file_path)
+                continue
+            if isinstance(modified_at, (int, float)):
+                mod_ms = int(modified_at)
+            else:
+                mod_ms = int(datetime.fromisoformat(str(modified_at)).timestamp() * 1000)
+            if mod_ms > last_run_ms:
+                filtered.append(file_path)
+        except Exception:
+            filtered.append(file_path)
+
+    return filtered
+
+
+# ── Code-based entity fetchers ────────────────────────────────────────────
+
+
+async def _fetch_projects() -> list[dict]:
+    try:
+        result = await execute_on_client(action="select", table="projects")
+        return result.get("rows", [])
+    except Exception as exc:
+        logger.warning("agent_runner: failed to fetch projects: %s", exc)
+        return []
+
+
+_DOMAIN_TABLE: dict[str, str] = {
+    "tasks": "tasks",
+    "notes": "notes",
+    "timelines": "timelines",
+    "projects": "projects",
+}
+
+
+async def _fetch_domain_entities(domain: str, project_id: str) -> list[dict]:
+    table = _DOMAIN_TABLE.get(domain)
+    if not table:
+        return []
+    filters: dict[str, Any] = {}
+    if project_id != "standalone" and domain != "projects":
+        filters["projectId"] = project_id
+    try:
+        result = await execute_on_client(
+            action="select",
+            table=table,
+            filters=filters if filters else None,
+        )
+        return result.get("rows", [])
+    except Exception as exc:
+        logger.warning("agent_runner: failed to fetch %s: %s", domain, exc)
+        return []
+
+
+def _format_entities_for_context(domain: str, rows: list[dict]) -> str:
+    if not rows:
+        return f"No existing {domain}."
+    lines: list[str] = []
+    for r in rows:
+        if domain == "tasks":
+            desc = r.get("description") or ""
+            desc_part = f" — {desc[:120]}" if desc else ""
+            assignee = r.get("assignee") or r.get("assignees") or ""
+            due = r.get("dueDate") or r.get("due_date") or ""
+            meta = ", ".join(filter(None, [
+                f"priority: {r.get('priority', '')}" if r.get("priority") else "",
+                f"assignee: {assignee}" if assignee else "",
+                f"due: {due}" if due else "",
+            ]))
+            lines.append(
+                f"  - [{r.get('status', '?')}] {r.get('title', '')}{desc_part}"
+                f" ({meta}, id: {r['id']})"
+            )
+        elif domain == "notes":
+            snippet = (r.get("content") or "")[:200].replace("\n", " ")
+            snippet_part = f"\n      Preview: {snippet}" if snippet else ""
+            lines.append(
+                f"  - {r.get('title', '')} (id: {r['id']}){snippet_part}"
+            )
+        elif domain == "timelines":
+            lines.append(
+                f"  - {r.get('title', '')} date={r.get('date', '')} (id: {r['id']})"
+            )
+        elif domain == "projects":
+            summary = (r.get("aiSummary") or r.get("ai_summary") or "")[:120]
+            summary_part = f" — {summary}" if summary else ""
+            lines.append(
+                f"  - {r.get('name', '')} [{r.get('status', '')}]{summary_part}"
+                f" (id: {r['id']})"
+            )
+    return f"Existing {domain}:\n" + "\n".join(lines)
+
+
+# ── Step 1: LLM file classifier ───────────────────────────────────────────
+
+
+async def _classify_file(
+    file_path: str,
+    file_content: str,
+    projects: list[dict],
+    config_data_types: list[str],
+    langfuse_handler: Any | None = None,
+    custom_system_prompt: str | None = None,
+) -> tuple[str, list[str], str | None]:
+    fallback: tuple[str, list[str], str | None] = ("new", list(config_data_types), None)
+
+    if not file_content.strip():
+        return fallback
+
+    valid_project_ids = {p["id"] for p in projects}
+
+    def _fmt_project(p: dict) -> str:
+        summary = (p.get("aiSummary") or p.get("ai_summary") or "").strip()
+        summary_part = f" — {summary[:100]}" if summary else ""
+        return f"  - id={p['id']} | name={p.get('name', '')} | status={p.get('status', '')}{summary_part}"
+
+    projects_list = "\n".join(_fmt_project(p) for p in projects) or "  (none yet)"
+
+    domain_definitions = "\n".join(
+        f"  - {d}: {_DOMAIN_DESCRIPTIONS[d]}"
+        for d in config_data_types
+        if d in _DOMAIN_DESCRIPTIONS
+    )
+
+    if custom_system_prompt:
+        # Fixture-provided prompt takes absolute priority
+        system = custom_system_prompt.format_map(
+            {"domain_definitions": domain_definitions, "projects_list": projects_list}
+        )
+    else:
+        system = tracing.compile_prompt(
+            "batch_file_classifier",
+            fallback=_STEP1_SYSTEM_PROMPT,
+            variables={
+                "domain_definitions": domain_definitions,
+                "projects_list": projects_list,
+            },
+        )
+
+    llm = get_llm(callbacks=[langfuse_handler] if langfuse_handler else None)
+    try:
+        response = await llm.ainvoke([
+            SystemMessage(content=system),
+            HumanMessage(content=f"File: {file_path}\n\nContent:\n{file_content[:4000]}"),
+        ])
+        raw = _as_text(response.content).strip()
+        if raw.startswith("```"):
+            raw = raw.split("```")[1]
+            if raw.startswith("json"):
+                raw = raw[4:]
+        parsed = json.loads(raw.strip())
+        raw_project_id: str = str(parsed.get("project_id") or "new")
+        project_id = raw_project_id if raw_project_id in valid_project_ids else "new"
+        new_project_name: str | None = (
+            str(parsed["new_project_name"]).strip() or None
+            if project_id == "new" and parsed.get("new_project_name")
+            else None
+        )
+        domains: list[str] = [
+            d for d in parsed.get("domains", [])
+            if d in config_data_types
+        ]
+        if not domains:
+            domains = list(config_data_types)
+        return project_id, domains, new_project_name
+    except Exception as exc:
+        logger.warning(
+            "agent_runner: step1 classification failed for %r: %s", file_path, exc
+        )
+        return fallback
+
+
+# ── Local agent runner (two-step per file) ────────────────────────────────
+
+
+async def run_local_agent(user_id: str, trigger_data: dict[str, Any], *, langfuse_handler: Any | None = None) -> None:
+    """Execute a local directory agent run.
+
+    In the microservice world, trigger_data is a serialized dict from
+    the REST route (forwarded via Redis), containing the agent config
+    fields and run_context.
+
+    set_current_user() must be called BEFORE this function.
+    """
+    run_context: dict = trigger_data.get("run_context", {})
+    agent_id = run_context.get("agent_id", str(uuid.uuid4()))
+    run_id = run_context.get("run_id")
+
+    _running_agents.add(agent_id)
+
+    # Extract config from trigger payload
+    directory_paths: list[str] = trigger_data.get("directory_paths", [])
+    if not directory_paths:
+        directory = trigger_data.get("directory", "")
+        if directory:
+            directory_paths = [directory]
+
+    data_types: list[str] = trigger_data.get("data_types", [])
+    file_extensions: list[str] = trigger_data.get("file_extensions", [])
+    prompt_template: str = trigger_data.get("prompt_template", "")
+    last_run_at_raw = trigger_data.get("last_run_at")
+    last_run_at: datetime | None = None
+    if last_run_at_raw:
+        if isinstance(last_run_at_raw, str):
+            last_run_at = datetime.fromisoformat(last_run_at_raw)
+        elif isinstance(last_run_at_raw, (int, float)):
+            last_run_at = datetime.fromtimestamp(last_run_at_raw / 1000, tz=timezone.utc)
+
+    errors: list[str] = []
+    items_processed = 0
+    items_created = 0
+
+    custom_section = (
+        f"User instructions:\n{prompt_template}"
+        if prompt_template
+        else ""
+    )
+
+    # Create or load run log
+    run_log_id = run_id
+    if not run_log_id:
+        async with async_session() as db:
+            run_log = AgentRunLog(
+                agent_id=agent_id,
+                agent_type="local",
+                user_id=user_id,
+                status="running",
+            )
+            db.add(run_log)
+            await db.commit()
+            await db.refresh(run_log)
+            run_log_id = run_log.id
+
+    try:
+        # ── Scan directories ─────────────────────────────────────────
+        logger.info("agent_runner: run=%s scanning directories user=%s", run_log_id, user_id)
+        file_paths = await _scan_directories(
+            paths=directory_paths,
+            extensions=file_extensions,
+            last_run_at=last_run_at,
+        )
+        logger.info(
+            "agent_runner: run=%s found %d file(s) after filtering", run_log_id, len(file_paths)
+        )
+
+        if not file_paths:
+            await _finalize_run(run_log_id, status="success", items_processed=0, items_created=0)
+            return
+
+        # ── Fetch all projects once ──────────────────────────────────
+        projects = await _fetch_projects()
+
+        for file_path in file_paths:
+            try:
+                file_result = await execute_on_client(
+                    action="read_file_content", data={"path": file_path}
+                )
+                file_content: str = file_result.get("content", "")
+                if not file_content:
+                    continue
+
+                items_processed += 1
+
+                # Step 1 — classify file
+                project_id, domains, new_project_name = await _classify_file(
+                    file_path=file_path,
+                    file_content=file_content,
+                    projects=projects,
+                    config_data_types=data_types,
+                    langfuse_handler=langfuse_handler,
+                )
+
+                # Step 2 — resolve project_id, fetch entities, process
+                if project_id == "new":
+                    proj_name = new_project_name or "Untitled Project"
+                    try:
+                        proj_result = await execute_on_client(
+                            action="insert",
+                            table="projects",
+                            data={"name": proj_name, "clientId": None},
+                        )
+                        created = proj_result.get("row", {})
+                        effective_project_id = created.get("id", "standalone")
+                        if "id" in created:
+                            projects.append(created)
+                    except Exception as exc:
+                        logger.warning("agent_runner: run=%s create project failed: %s", run_log_id, exc)
+                        effective_project_id = "standalone"
+                        proj_name = "unknown"
+                    project_context = (
+                        f"Project: {proj_name} (id: {effective_project_id}). "
+                        "Always set projectId to this id on every record you create."
+                    )
+                else:
+                    effective_project_id = project_id
+                    proj = next((p for p in projects if p["id"] == project_id), None)
+                    proj_name = proj.get("name", project_id) if proj else project_id
+                    project_context = (
+                        f"Project: {proj_name} (id: {project_id}). "
+                        "Always set projectId to this id on every record you create."
+                    )
+
+                domains = [d for d in domains if d != "projects"]
+
+                existing_blocks: list[str] = []
+                for domain in domains:
+                    rows = await _fetch_domain_entities(domain, effective_project_id)
+                    existing_blocks.append(_format_entities_for_context(domain, rows))
+
+                existing_context = "\n\n".join(existing_blocks)
+
+                system_prompt = tracing.compile_prompt(
+                    "batch_processing",
+                    fallback=_PROCESSING_SYSTEM_PROMPT,
+                    variables={
+                        "existing_context": existing_context,
+                        "project_context": project_context,
+                        "data_types": ", ".join(domains),
+                        "custom_prompt_section": custom_section,
+                    },
+                )
+
+                processing_tools = _build_processing_tools(domains)
+
+                result_text = await _run_agent_with_tools(
+                    system_prompt=system_prompt,
+                    user_message=(
+                        f"Process this file and extract relevant information.\n\n"
+                        f"File: {file_path}\n\nContent:\n{file_content}"
+                    ),
+                    tools=processing_tools,
+                    max_steps=_MAX_PROCESSING_STEPS,
+                    langfuse_handler=langfuse_handler,
+                )
+                logger.info(
+                    "agent_runner: run=%s file=%r result=%s",
+                    run_log_id, file_path, result_text[:200],
+                )
+
+            except Exception as exc:
+                errors.append(f"Error processing '{file_path}': {exc}")
+                logger.error("agent_runner: run=%s file=%r failed: %s", run_log_id, file_path, exc)
+
+    except Exception as exc:
+        errors.append(f"Agent run failed: {exc}")
+        logger.error("agent_runner: run=%s failed: %s", run_log_id, exc)
+    finally:
+        _running_agents.discard(agent_id)
+
+    # ── Finalise ────────────────────────────────────────────────────
+    if errors and items_processed == 0:
+        final_status = "error"
+    elif errors:
+        final_status = "partial"
+    else:
+        final_status = "success"
+
+    await _finalize_run(
+        run_log_id,
+        status=final_status,
+        items_processed=items_processed,
+        items_created=items_created,
+        errors=errors,
+    )
+
+    # Notify Electron that the run is complete via Redis
+    if run_context:
+        try:
+            channel = ws_out_channel(user_id)
+            await redis_client.publish(channel, json.dumps({
+                "type": "run_complete",
+                "run_context": run_context,
+                "status": final_status,
+            }))
+        except Exception as exc:
+            logger.warning("agent_runner: run=%s failed to send run_complete: %s", run_log_id, exc)
+
+
+# ── Cloud agent runner ─────────────────────────────────────────────────────
+
+_CLOUD_DEFAULT_LOOKBACK_DAYS: int = 7
+
+
+async def run_cloud_agent(user_id: str, config_id: str, *, langfuse_handler: Any | None = None) -> None:
+    """Execute a cloud connector agent run.
+
+    Loads the CloudAgentConfig from DB, decrypts OAuth tokens, fetches
+    messages from the provider, and runs LLM extraction.
+
+    set_current_user() must be called BEFORE this function.
+    """
+    from app.integrations import decrypt_token, encrypt_token, get_provider
+
+    async with async_session() as db:
+        result = await db.execute(
+            select(CloudAgentConfig).where(CloudAgentConfig.id == config_id)
+        )
+        config = result.scalar_one_or_none()
+        if config is None:
+            logger.error("agent_runner: cloud config %s not found", config_id)
+            return
+
+        # Create run log
+        run_log = AgentRunLog(
+            agent_id=config.id,
+            agent_type="cloud",
+            user_id=user_id,
+            status="running",
+        )
+        db.add(run_log)
+        await db.commit()
+        await db.refresh(run_log)
+        run_log_id = run_log.id
+
+    # ── Decrypt OAuth token ────────────────────────────────────────
+    if not config.oauth_token_encrypted:
+        await _finalize_run(
+            run_log_id,
+            status="error",
+            errors=[f"No OAuth token stored for cloud agent '{config.name}'"],
+        )
+        return
+
+    try:
+        credentials_info = decrypt_token(config.oauth_token_encrypted)
+    except ValueError as exc:
+        await _finalize_run(
+            run_log_id,
+            status="error",
+            errors=[f"Failed to decrypt OAuth token: {exc}"],
+        )
+        return
+
+    # ── Instantiate provider ──────────────────────────────────────
+    try:
+        provider = get_provider(config.provider, credentials_info)
+    except ValueError as exc:
+        await _finalize_run(run_log_id, status="error", errors=[str(exc)])
+        return
+
+    # ── Fetch messages ────────────────────────────────────────────
+    since: datetime | None = config.last_run_at
+    if since is None:
+        since = datetime.now(timezone.utc) - timedelta(days=_CLOUD_DEFAULT_LOOKBACK_DAYS)
+    if since.tzinfo is None:
+        since = since.replace(tzinfo=timezone.utc)
+
+    errors: list[str] = []
+    items_processed = 0
+
+    try:
+        if config.provider == "gmail":
+            raw_messages = await provider.fetch_messages(
+                filter_config=config.filter_config,
+                since=since,
+            )
+        elif config.provider == "outlook":
+            raw_messages = await provider.fetch_emails(
+                filter_config=config.filter_config,
+                since=since,
+            )
+        elif config.provider == "teams":
+            raw_messages = await provider.fetch_messages(
+                filter_config=config.filter_config,
+                since=since,
+            )
+        else:
+            raw_messages = []
+    except RuntimeError as exc:
+        await _finalize_run(
+            run_log_id,
+            status="error",
+            errors=[f"Provider fetch failed: {exc}"],
+            update_config_last_run=True,
+            config_id=config.id,
+            config_type="cloud",
+        )
+        return
+
+    logger.info(
+        "agent_runner: cloud agent %s fetched %d item(s) from %s",
+        config.id, len(raw_messages), config.provider,
+    )
+
+    # ── Extract + insert via LLM ─────────────────────────────────
+    try:
+        processing_tools = _build_processing_tools(config.data_types)
+        custom_section = (
+            f"User instructions:\n{config.prompt_template}"
+            if config.prompt_template
+            else ""
+        )
+
+        for msg in raw_messages:
+            content_text = msg.as_text
+            if not content_text:
+                continue
+            items_processed += 1
+
+            processing_prompt = tracing.compile_prompt(
+                "batch_cloud_processing",
+                fallback=_CLOUD_PROCESSING_PROMPT,
+                variables={
+                    "data_types": ", ".join(config.data_types),
+                    "project_context": "Determine the appropriate project from the message context.",
+                    "file_list": f"Message from {config.provider} (id: {msg.id})",
+                    "custom_prompt_section": custom_section,
+                },
+            )
+
+            try:
+                await _run_agent_with_tools(
+                    system_prompt=processing_prompt,
+                    user_message=f"Process this message content:\n\n{content_text[:8000]}",
+                    tools=processing_tools,
+                    max_steps=_MAX_PROCESSING_STEPS,
+                    langfuse_handler=langfuse_handler,
+                )
+            except Exception as exc:
+                errors.append(f"LLM processing error for message {msg.id!r}: {exc}")
+    except Exception as exc:
+        errors.append(f"Agent run failed: {exc}")
+
+    # ── Persist refreshed token ───────────────────────────────────
+    refreshed = getattr(provider, "refreshed_credentials", None)
+    if refreshed:
+        try:
+            new_encrypted = encrypt_token(refreshed)
+            async with async_session() as db:
+                cfg_result = await db.execute(
+                    select(CloudAgentConfig).where(CloudAgentConfig.id == config.id)
+                )
+                cfg_row = cfg_result.scalar_one_or_none()
+                if cfg_row:
+                    cfg_row.oauth_token_encrypted = new_encrypted
+                    await db.commit()
+        except Exception as exc:
+            logger.warning("agent_runner: failed to persist refreshed token: %s", exc)
+
+    # ── Finalise ──────────────────────────────────────────────────
+    if errors and items_processed == 0:
+        final_status = "error"
+    elif errors:
+        final_status = "partial"
+    else:
+        final_status = "success"
+
+    await _finalize_run(
+        run_log_id,
+        status=final_status,
+        items_processed=items_processed,
+        items_created=0,
+        errors=errors,
+        update_config_last_run=True,
+        config_id=config.id,
+        config_type="cloud",
+    )
+
+
+# ── Internal helper ─────────────────────────────────────────────────────────
+
+
+async def _finalize_run(
+    run_log_id: int | str,
+    *,
+    status: str,
+    items_processed: int = 0,
+    items_created: int = 0,
+    errors: list[str] | None = None,
+    update_config_last_run: bool = False,
+    config_id: str | None = None,
+    config_type: str | None = None,
+) -> None:
+    """Persist the run outcome and optionally update last_run_at on the config."""
+    now = datetime.now(timezone.utc)
+    try:
+        async with async_session() as db:
+            result = await db.execute(
+                select(AgentRunLog).where(AgentRunLog.id == run_log_id)
+            )
+            managed = result.scalar_one_or_none()
+            if managed is None:
+                logger.warning("agent_runner: run_log %s not found for finalization", run_log_id)
+                return
+
+            managed.status = status
+            managed.items_processed = items_processed
+            managed.items_created = items_created
+            managed.errors = errors or []
+            managed.completed_at = now
+
+            if update_config_last_run and config_id:
+                if config_type == "local":
+                    cfg_result = await db.execute(
+                        select(LocalAgentConfig).where(LocalAgentConfig.id == config_id)
+                    )
+                    cfg = cfg_result.scalar_one_or_none()
+                    if cfg:
+                        cfg.last_run_at = now
+                elif config_type == "cloud":
+                    cfg_result = await db.execute(
+                        select(CloudAgentConfig).where(CloudAgentConfig.id == config_id)
+                    )
+                    cfg = cfg_result.scalar_one_or_none()
+                    if cfg:
+                        cfg.last_run_at = now
+
+            await db.commit()
+    except Exception as exc:
+        logger.error("agent_runner: failed to finalize run_log=%s: %s", run_log_id, exc)

services/batch-agent/app/agents/__init__.py

@@ -0,0 +1 @@
+"""Batch Agent Service domain agents and filesystem tools."""

services/batch-agent/app/agents/filesystem_agent.py

@@ -0,0 +1,83 @@
+"""Filesystem agent — tools for reading local directories and files on Electron.
+
+Adapted for Batch Agent Service: import from app.ws_context.
+"""
+
+from __future__ import annotations
+
+from typing import Any
+
+from langchain_core.tools import tool
+
+from shared.ws_context import execute_on_client
+
+
+@tool
+async def list_directory(path: str) -> str:
+    """List files and folders in a local directory on the user's device.
+
+    Returns a formatted listing of entries with name, type (file/directory),
+    and full path.
+    """
+    result = await execute_on_client(
+        action="list_directory",
+        data={"path": path},
+    )
+    entries: list[dict[str, Any]] = result.get("entries", [])
+    if not entries:
+        return f"Directory '{path}' is empty or does not exist."
+    lines: list[str] = []
+    for entry in entries:
+        entry_type = entry.get("type", "unknown")
+        entry_name = entry.get("name", "")
+        entry_path = entry.get("path", "")
+        lines.append(f"- [{entry_type}] {entry_name}  ({entry_path})")
+    return f"Directory listing for '{path}' ({len(entries)} entries):\n" + "\n".join(lines)
+
+
+@tool
+async def read_file_content(path: str) -> str:
+    """Read the text content of a local file on the user's device.
+
+    Returns the file content as a string.  Large files may be truncated
+    by the Electron client.
+    """
+    result = await execute_on_client(
+        action="read_file_content",
+        data={"path": path},
+    )
+    content: str = result.get("content", "")
+    if not content:
+        return f"File '{path}' is empty or could not be read."
+    return content
+
+
+@tool
+async def get_file_metadata(path: str) -> str:
+    """Get metadata for a local file: size, creation date, modification date, extension.
+
+    Returns a formatted summary of the file's metadata.
+    """
+    result = await execute_on_client(
+        action="get_file_metadata",
+        data={"path": path},
+    )
+    size = result.get("size", "unknown")
+    created = result.get("createdAt", "unknown")
+    modified = result.get("modifiedAt", "unknown")
+    extension = result.get("extension", "unknown")
+    name = result.get("name", path)
+    return (
+        f"File: {name}\n"
+        f"  Extension: {extension}\n"
+        f"  Size: {size} bytes\n"
+        f"  Created: {created}\n"
+        f"  Modified: {modified}"
+    )
+
+
+FILESYSTEM_TOOLS: list[Any] = [
+    list_directory,
+    read_file_content,
+    get_file_metadata,
+]

services/batch-agent/app/integrations/__init__.py

@@ -0,0 +1,108 @@
+"""Cloud provider integration utilities.
+
+Adapted for Batch Agent Service: import from shared.config instead of app.config.
+
+Provides:
+  * Shared message dataclasses (EmailMessage, ChatMessage)
+  * get_provider() — factory for Gmail/MS Graph clients
+  * encrypt_token() / decrypt_token() — Fernet-based OAuth token encryption
+"""
+
+from __future__ import annotations
+
+import json
+import logging
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import TYPE_CHECKING
+
+from cryptography.fernet import Fernet, InvalidToken
+
+from shared.config import settings
+
+if TYPE_CHECKING:
+    from app.integrations.gmail import GmailClient
+    from app.integrations.ms_graph import MSGraphClient
+
+logger = logging.getLogger(__name__)
+
+
+@dataclass
+class EmailMessage:
+    id: str
+    subject: str
+    sender: str
+    body_text: str
+    date: datetime
+    labels: list[str] = field(default_factory=list)
+
+    @property
+    def as_text(self) -> str:
+        date_str = self.date.strftime("%Y-%m-%d %H:%M")
+        labels_str = f" [{', '.join(self.labels)}]" if self.labels else ""
+        return (
+            f"From: {self.sender}\n"
+            f"Date: {date_str}{labels_str}\n"
+            f"Subject: {self.subject}\n\n"
+            f"{self.body_text}"
+        )
+
+
+@dataclass
+class ChatMessage:
+    id: str
+    content: str
+    sender: str
+    channel: str | None
+    date: datetime
+
+    @property
+    def as_text(self) -> str:
+        date_str = self.date.strftime("%Y-%m-%d %H:%M")
+        channel_str = f" [channel: {self.channel}]" if self.channel else ""
+        return (
+            f"From: {self.sender}\n"
+            f"Date: {date_str}{channel_str}\n\n"
+            f"{self.content}"
+        )
+
+
+def _get_fernet() -> Fernet:
+    key = settings.OAUTH_ENCRYPTION_KEY
+    if not key:
+        raise RuntimeError(
+            "OAUTH_ENCRYPTION_KEY is not set. "
+            "Generate one with: python -c \"from cryptography.fernet import Fernet; print(Fernet.generate_key().decode())\""
+        )
+    return Fernet(key.encode() if isinstance(key, str) else key)
+
+
+def encrypt_token(token_info: dict) -> str:
+    if not isinstance(token_info, dict) or not token_info:
+        raise ValueError("token_info must be a non-empty dict")
+    plaintext = json.dumps(token_info).encode("utf-8")
+    return _get_fernet().encrypt(plaintext).decode("utf-8")
+
+
+def decrypt_token(encrypted: str) -> dict:
+    try:
+        plaintext = _get_fernet().decrypt(encrypted.encode("utf-8"))
+        return json.loads(plaintext)
+    except (InvalidToken, json.JSONDecodeError) as exc:
+        raise ValueError(f"Failed to decrypt OAuth token: {exc}") from exc
+
+
+def get_provider(
+    provider: str,
+    credentials_info: dict,
+) -> "GmailClient | MSGraphClient":
+    if provider == "gmail":
+        from app.integrations.gmail import GmailClient
+        return GmailClient(credentials_info)
+    if provider in {"outlook", "teams"}:
+        from app.integrations.ms_graph import MSGraphClient
+        return MSGraphClient(credentials_info)
+    raise ValueError(
+        f"Unknown cloud provider {provider!r}. "
+        "Supported: 'gmail', 'outlook', 'teams'."
+    )

services/batch-agent/app/integrations/gmail.py

@@ -0,0 +1,252 @@
+"""Gmail API client for cloud agent integration.
+
+Adapted for Batch Agent Service: import from app.integrations instead of
+app.integrations (same relative path within the service).
+"""
+
+from __future__ import annotations
+
+import asyncio
+import base64
+import email
+import html
+import logging
+import re
+from datetime import datetime, timezone
+from typing import Any
+
+from app.integrations import EmailMessage
+
+logger = logging.getLogger(__name__)
+
+_GMAIL_DATE_FMT = "%Y/%m/%d"
+_BODY_TRUNCATE = 8_000
+_MAX_MESSAGES = 200
+
+
+def _build_gmail_query(
+    filter_config: dict[str, Any] | None,
+    since: datetime | None,
+) -> str:
+    parts: list[str] = []
+    cfg = filter_config or {}
+
+    labels: list[str] = cfg.get("labels", [])
+    if labels:
+        if len(labels) == 1:
+            parts.append(f"label:{labels[0]}")
+        else:
+            label_expr = " OR ".join(f"label:{lbl}" for lbl in labels)
+            parts.append(f"({label_expr})")
+
+    senders: list[str] = cfg.get("senders", [])
+    for sender in senders:
+        parts.append(f"from:{sender}")
+
+    date_range: dict = cfg.get("date_range", {})
+    from_str: str | None = date_range.get("from")
+    to_str: str | None = date_range.get("to")
+
+    effective_since: datetime | None = since
+    if from_str:
+        try:
+            cfg_since = datetime.fromisoformat(from_str.replace("Z", "+00:00"))
+            if cfg_since.tzinfo is None:
+                cfg_since = cfg_since.replace(tzinfo=timezone.utc)
+            if effective_since is None or cfg_since > effective_since:
+                effective_since = cfg_since
+        except ValueError:
+            logger.warning("gmail: invalid date_range.from %r — ignoring", from_str)
+
+    if effective_since:
+        parts.append(f"after:{effective_since.strftime(_GMAIL_DATE_FMT)}")
+
+    if to_str:
+        try:
+            to_dt = datetime.fromisoformat(to_str.replace("Z", "+00:00"))
+            parts.append(f"before:{to_dt.strftime(_GMAIL_DATE_FMT)}")
+        except ValueError:
+            logger.warning("gmail: invalid date_range.to %r — ignoring", to_str)
+
+    return " ".join(parts)
+
+
+def _strip_html(raw_html: str) -> str:
+    no_tags = re.sub(r"<[^>]+>", " ", raw_html)
+    decoded = html.unescape(no_tags)
+    return re.sub(r"\s+", " ", decoded).strip()
+
+
+def _parse_body(payload: dict[str, Any]) -> str:
+    mime_type: str = payload.get("mimeType", "")
+    body: dict = payload.get("body", {})
+    parts: list[dict] = payload.get("parts", [])
+
+    if mime_type == "text/plain":
+        data = body.get("data", "")
+        if data:
+            return base64.urlsafe_b64decode(data + "==").decode("utf-8", errors="replace")
+        return ""
+
+    if mime_type == "text/html":
+        data = body.get("data", "")
+        if data:
+            raw = base64.urlsafe_b64decode(data + "==").decode("utf-8", errors="replace")
+            return _strip_html(raw)
+        return ""
+
+    plain_fallback = ""
+    for part in parts:
+        part_mime = part.get("mimeType", "")
+        if part_mime == "text/plain":
+            return _parse_body(part)
+        if part_mime == "text/html" and not plain_fallback:
+            plain_fallback = _parse_body(part)
+        if part_mime.startswith("multipart/"):
+            nested = _parse_body(part)
+            if nested:
+                return nested
+    return plain_fallback
+
+
+def _parse_date(raw: str) -> datetime:
+    try:
+        parsed = email.utils.parsedate_to_datetime(raw)
+        if parsed.tzinfo is None:
+            parsed = parsed.replace(tzinfo=timezone.utc)
+        return parsed.astimezone(timezone.utc)
+    except Exception:
+        return datetime.now(timezone.utc)
+
+
+class GmailClient:
+    def __init__(self, credentials_info: dict[str, Any]) -> None:
+        from google.oauth2.credentials import Credentials
+
+        self._credentials_info = credentials_info
+        expiry_str: str | None = credentials_info.get("expiry")
+        expiry: datetime | None = None
+        if expiry_str:
+            try:
+                expiry = datetime.fromisoformat(
+                    expiry_str.replace("Z", "+00:00")
+                ).replace(tzinfo=timezone.utc)
+            except ValueError:
+                pass
+
+        self._credentials = Credentials(
+            token=credentials_info.get("token"),
+            refresh_token=credentials_info.get("refresh_token"),
+            token_uri=credentials_info.get("token_uri", "https://oauth2.googleapis.com/token"),
+            client_id=credentials_info.get("client_id"),
+            client_secret=credentials_info.get("client_secret"),
+            scopes=credentials_info.get("scopes"),
+            expiry=expiry,
+        )
+
+    async def fetch_messages(
+        self,
+        filter_config: dict[str, Any] | None = None,
+        since: datetime | None = None,
+    ) -> list[EmailMessage]:
+        query = _build_gmail_query(filter_config, since)
+        logger.debug("gmail: executing search query %r", query)
+        return await asyncio.to_thread(self._fetch_sync, query)
+
+    @property
+    def refreshed_credentials(self) -> dict[str, Any] | None:
+        creds = self._credentials
+        if not creds.valid and creds.expired:
+            return None
+        if creds.token != self._credentials_info.get("token"):
+            result = {
+                "token": creds.token,
+                "refresh_token": creds.refresh_token,
+                "token_uri": creds.token_uri,
+                "client_id": creds.client_id,
+                "client_secret": creds.client_secret,
+                "scopes": list(creds.scopes or []),
+            }
+            if creds.expiry:
+                result["expiry"] = creds.expiry.isoformat()
+            return result
+        return None
+
+    def _fetch_sync(self, query: str) -> list[EmailMessage]:
+        import googleapiclient.discovery
+        import googleapiclient.errors
+        from google.auth.transport.requests import Request
+
+        if self._credentials.expired and self._credentials.refresh_token:
+            try:
+                self._credentials.refresh(Request())
+            except Exception as exc:
+                raise RuntimeError(f"Gmail token refresh failed: {exc}") from exc
+
+        service = googleapiclient.discovery.build(
+            "gmail", "v1", credentials=self._credentials, cache_discovery=False
+        )
+        user_api = service.users()
+
+        ids: list[str] = []
+        page_token: str | None = None
+        while len(ids) < _MAX_MESSAGES:
+            batch_size = min(100, _MAX_MESSAGES - len(ids))
+            kwargs: dict[str, Any] = {
+                "userId": "me",
+                "maxResults": batch_size,
+            }
+            if query:
+                kwargs["q"] = query
+            if page_token:
+                kwargs["pageToken"] = page_token
+
+            try:
+                resp = user_api.messages().list(**kwargs).execute()
+            except googleapiclient.errors.HttpError as exc:
+                raise RuntimeError(f"Gmail messages.list failed: {exc}") from exc
+
+            for msg in resp.get("messages", []):
+                ids.append(msg["id"])
+
+            page_token = resp.get("nextPageToken")
+            if not page_token:
+                break
+
+        if not ids:
+            return []
+
+        logger.info("gmail: fetching %d message(s)", len(ids))
+
+        messages: list[EmailMessage] = []
+        for msg_id in ids:
+            try:
+                msg = user_api.messages().get(
+                    userId="me", id=msg_id, format="full"
+                ).execute()
+
+                headers: dict[str, str] = {
+                    h["name"].lower(): h["value"]
+                    for h in msg.get("payload", {}).get("headers", [])
+                }
+                subject = headers.get("subject", "(no subject)")
+                sender = headers.get("from", "unknown")
+                date_raw = headers.get("date", "")
+                date = _parse_date(date_raw) if date_raw else datetime.now(timezone.utc)
+
+                body_text = _parse_body(msg.get("payload", {}))[:_BODY_TRUNCATE]
+                labels = msg.get("labelIds", [])
+
+                messages.append(EmailMessage(
+                    id=msg_id,
+                    subject=subject,
+                    sender=sender,
+                    body_text=body_text,
+                    date=date,
+                    labels=labels,
+                ))
+            except Exception as exc:
+                logger.warning("gmail: skipping message %s: %s", msg_id, exc)
+
+        logger.info("gmail: returned %d message(s)", len(messages))
+        return messages

services/batch-agent/app/integrations/ms_graph.py

@@ -0,0 +1,266 @@
+"""Microsoft Graph API client for Outlook and Teams.
+
+Adapted for Batch Agent Service: import settings from shared.config.
+"""
+
+from __future__ import annotations
+
+import logging
+import re
+from datetime import datetime, timezone
+from typing import Any
+
+import httpx
+
+from shared.config import settings
+from app.integrations import ChatMessage, EmailMessage
+
+logger = logging.getLogger(__name__)
+
+_GRAPH_BASE = "https://graph.microsoft.com/v1.0"
+
+_MAX_EMAILS = 200
+_MAX_MESSAGES = 200
+_BODY_TRUNCATE = 8_000
+
+
+def _strip_html(raw: str) -> str:
+    no_tags = re.sub(r"<[^>]+>", " ", raw)
+    import html as _html
+    decoded = _html.unescape(no_tags)
+    return re.sub(r"\s+", " ", decoded).strip()
+
+
+def _odata_datetime(dt: datetime) -> str:
+    utc = dt.astimezone(timezone.utc)
+    return utc.strftime("%Y-%m-%dT%H:%M:%SZ")
+
+
+def _build_email_filter(
+    filter_config: dict[str, Any] | None,
+    since: datetime | None,
+) -> str:
+    clauses: list[str] = []
+    cfg = filter_config or {}
+
+    senders: list[str] = cfg.get("senders", [])
+    if senders:
+        sender_clauses = [f"from/emailAddress/address eq '{s}'" for s in senders]
+        clauses.append("(" + " or ".join(sender_clauses) + ")")
+
+    date_range: dict = cfg.get("date_range", {})
+    from_str: str | None = date_range.get("from")
+
+    effective_since: datetime | None = since
+    if from_str:
+        try:
+            cfg_since = datetime.fromisoformat(from_str.replace("Z", "+00:00"))
+            if cfg_since.tzinfo is None:
+                cfg_since = cfg_since.replace(tzinfo=timezone.utc)
+            if effective_since is None or cfg_since > effective_since:
+                effective_since = cfg_since
+        except ValueError:
+            logger.warning("ms_graph: invalid date_range.from %r — ignoring", from_str)
+
+    if effective_since:
+        clauses.append(f"receivedDateTime ge {_odata_datetime(effective_since)}")
+
+    to_str: str | None = date_range.get("to")
+    if to_str:
+        try:
+            to_dt = datetime.fromisoformat(to_str.replace("Z", "+00:00"))
+            if to_dt.tzinfo is None:
+                to_dt = to_dt.replace(tzinfo=timezone.utc)
+            clauses.append(f"receivedDateTime le {_odata_datetime(to_dt)}")
+        except ValueError:
+            logger.warning("ms_graph: invalid date_range.to %r — ignoring", to_str)
+
+    return " and ".join(clauses)
+
+
+class MSGraphClient:
+    def __init__(self, credentials_info: dict[str, Any]) -> None:
+        self._credentials_info = credentials_info
+        self._access_token: str = credentials_info.get("access_token", "")
+        self._original_access_token: str = self._access_token
+        self._refresh_token: str | None = credentials_info.get("refresh_token")
+
+    def _auth_headers(self) -> dict[str, str]:
+        return {"Authorization": f"Bearer {self._access_token}"}
+
+    async def _refresh_access_token(self) -> None:
+        import msal
+
+        app = msal.ConfidentialClientApplication(
+            client_id=settings.MS_CLIENT_ID,
+            client_credential=settings.MS_CLIENT_SECRET,
+            authority=f"https://login.microsoftonline.com/{settings.MS_TENANT_ID}",
+        )
+        scopes: list[str] = self._credentials_info.get("scope", "").split()
+        if not scopes:
+            scopes = ["https://graph.microsoft.com/.default"]
+
+        result = app.acquire_token_by_refresh_token(
+            self._refresh_token,
+            scopes=scopes,
+        )
+        if "access_token" not in result:
+            error = result.get("error_description", result.get("error", "unknown"))
+            raise RuntimeError(f"MS Graph token refresh failed: {error}")
+
+        self._access_token = result["access_token"]
+        if "refresh_token" in result:
+            self._refresh_token = result["refresh_token"]
+            self._credentials_info["refresh_token"] = result["refresh_token"]
+        self._credentials_info["access_token"] = self._access_token
+
+    @property
+    def refreshed_credentials(self) -> dict[str, Any] | None:
+        if self._access_token != self._original_access_token:
+            return {**self._credentials_info, "access_token": self._access_token}
+        return None
+
+    async def _get(
+        self,
+        client: httpx.AsyncClient,
+        url: str,
+        params: dict[str, Any] | None = None,
+        *,
+        retry_on_401: bool = True,
+    ) -> dict[str, Any]:
+        resp = await client.get(url, params=params, headers=self._auth_headers())
+        if resp.status_code == 401 and retry_on_401 and self._refresh_token:
+            await self._refresh_access_token()
+            resp = await client.get(url, params=params, headers=self._auth_headers())
+        if resp.status_code == 429:
+            raise RuntimeError("MS Graph rate limit hit (429). Try again later.")
+        resp.raise_for_status()
+        return resp.json()
+
+    async def fetch_emails(
+        self,
+        filter_config: dict[str, Any] | None = None,
+        since: datetime | None = None,
+    ) -> list[EmailMessage]:
+        odata_filter = _build_email_filter(filter_config, since)
+        params: dict[str, Any] = {
+            "$top": 50,
+            "$select": "id,subject,from,receivedDateTime,body,bodyPreview",
+            "$orderby": "receivedDateTime desc",
+        }
+        if odata_filter:
+            params["$filter"] = odata_filter
+
+        emails: list[EmailMessage] = []
+        url = f"{_GRAPH_BASE}/me/messages"
+
+        async with httpx.AsyncClient(timeout=30.0) as client:
+            while url and len(emails) < _MAX_EMAILS:
+                data = await self._get(client, url, params if url.startswith(_GRAPH_BASE) else None)
+                for item in data.get("value", []):
+                    emails.append(self._parse_email(item))
+                    if len(emails) >= _MAX_EMAILS:
+                        break
+                url = data.get("@odata.nextLink", "")
+                params = {}
+
+        logger.info("ms_graph: fetched %d Outlook email(s)", len(emails))
+        return emails
+
+    async def fetch_messages(
+        self,
+        filter_config: dict[str, Any] | None = None,
+        since: datetime | None = None,
+    ) -> list[ChatMessage]:
+        cfg = filter_config or {}
+        channel_filter: list[str] = [c.lower() for c in cfg.get("channels", [])]
+        params: dict[str, Any] = {"$top": 50}
+        if since:
+            params["$filter"] = f"createdDateTime ge {_odata_datetime(since)}"
+
+        messages: list[ChatMessage] = []
+        url = f"{_GRAPH_BASE}/me/chats/getAllMessages"
+
+        async with httpx.AsyncClient(timeout=30.0) as client:
+            while url and len(messages) < _MAX_MESSAGES:
+                try:
+                    data = await self._get(client, url, params if url.startswith(_GRAPH_BASE) else None)
+                except httpx.HTTPStatusError as exc:
+                    if exc.response.status_code in (403, 404):
+                        logger.warning(
+                            "ms_graph: /me/chats/getAllMessages not available (%d)",
+                            exc.response.status_code,
+                        )
+                        break
+                    raise
+
+                for item in data.get("value", []):
+                    msg = self._parse_teams_message(item)
+                    if channel_filter and msg.channel:
+                        if not any(c in msg.channel.lower() for c in channel_filter):
+                            continue
+                    messages.append(msg)
+                    if len(messages) >= _MAX_MESSAGES:
+                        break
+                url = data.get("@odata.nextLink", "")
+                params = {}
+
+        logger.info("ms_graph: fetched %d Teams message(s)", len(messages))
+        return messages
+
+    @staticmethod
+    def _parse_email(item: dict[str, Any]) -> EmailMessage:
+        subject: str = item.get("subject", "(no subject)") or "(no subject)"
+        sender_block = item.get("from", {}) or {}
+        sender_addr = (
+            (sender_block.get("emailAddress") or {}).get("address", "unknown")
+        )
+        date_str: str = item.get("receivedDateTime", "")
+        try:
+            date = datetime.fromisoformat(date_str.replace("Z", "+00:00"))
+        except Exception:
+            date = datetime.now(timezone.utc)
+
+        body_block = item.get("body", {}) or {}
+        content_type: str = body_block.get("contentType", "text")
+        raw_body: str = body_block.get("content", "")
+        if content_type == "html":
+            body_text = _strip_html(raw_body)
+        else:
+            body_text = raw_body or item.get("bodyPreview", "")
+        body_text = body_text[:_BODY_TRUNCATE]
+
+        return EmailMessage(
+            id=item.get("id", ""),
+            subject=subject,
+            sender=sender_addr,
+            body_text=body_text,
+            date=date,
+        )
+
+    @staticmethod
+    def _parse_teams_message(item: dict[str, Any]) -> ChatMessage:
+        msg_id: str = item.get("id", "")
+        sender_block = (item.get("from") or {}).get("user") or {}
+        sender: str = sender_block.get("displayName", "unknown")
+        channel: str | None = (item.get("channelIdentity") or {}).get("channelId")
+
+        date_str: str = item.get("createdDateTime", "")
+        try:
+            date = datetime.fromisoformat(date_str.replace("Z", "+00:00"))
+        except Exception:
+            date = datetime.now(timezone.utc)
+
+        body_block = item.get("body", {}) or {}
+        content_type: str = body_block.get("contentType", "text")
+        raw_content: str = body_block.get("content", "")
+        content = _strip_html(raw_content) if content_type == "html" else raw_content
+        content = content[:_BODY_TRUNCATE]
+
+        return ChatMessage(
+            id=msg_id,
+            content=content,
+            sender=sender,
+            channel=channel,
+            date=date,
+        )

services/batch-agent/app/journey.py

@@ -0,0 +1,395 @@
+"""Chatbot Journey — guided conversation to build an agent prompt_template.
+
+Adapted for Batch Agent Service: imports from app.agents.filesystem_agent
+and app.llm instead of monolith paths.  Session state is in-memory (could
+be moved to Redis for horizontal scaling in the future).
+
+Journey flow:
+  1. Redis consumer dispatches ``journey_start`` with basic agent config.
+  2. Server creates an in-memory session, runs the setup LLM with
+     file-system tools to explore the directory, returns first question.
+  3. ``journey_message`` frames drive the conversation.
+  4. After 3-5 turns the LLM emits PROMPT_TEMPLATE_START / _END block.
+  5. Server parses the block and returns ``journey_reply`` with ``done=True``.
+"""
+
+from __future__ import annotations
+
+import json
+import logging
+import time
+import uuid
+from dataclasses import dataclass, field
+from typing import Any
+
+from langchain_core.messages import AIMessage, HumanMessage, SystemMessage, ToolMessage
+
+from app.agents.filesystem_agent import FILESYSTEM_TOOLS
+from shared.llm import get_llm
+import app.tracing as tracing
+
+logger = logging.getLogger(__name__)
+
+# ── Session TTL ───────────────────────────────────────────────────────────
+
+_SESSION_TTL_SECONDS: int = 1800  # 30 minutes
+
+# Sentinel strings used to delimit the LLM-produced prompt_template.
+_TEMPLATE_START = "PROMPT_TEMPLATE_START"
+_TEMPLATE_END = "PROMPT_TEMPLATE_END"
+
+_MIN_TURNS_BEFORE_NUDGE: int = 3
+_MAX_TURNS: int = 15
+_MAX_TOOL_STEPS: int = 6
+
+# ── In-memory session store ───────────────────────────────────────────────
+
+
+@dataclass
+class JourneySession:
+    session_id: str
+    user_id: str
+    agent_type: str  # "local" | "cloud"
+    directory: str
+    data_types: list[str]
+    history: list[dict[str, Any]] = field(default_factory=list)
+    system_prompt: str = ""
+    created_at: float = field(default_factory=time.monotonic)
+
+    def is_expired(self) -> bool:
+        return (time.monotonic() - self.created_at) > _SESSION_TTL_SECONDS
+
+
+# session_id → session
+_sessions: dict[str, JourneySession] = {}
+
+
+def get_journey_session(session_id: str, user_id: str) -> JourneySession | None:
+    """Retrieve session; return None on missing, expired, or wrong owner."""
+    s = _sessions.get(session_id)
+    if s is None or s.is_expired():
+        _sessions.pop(session_id, None)
+        return None
+    if s.user_id != user_id:
+        return None
+    return s
+
+
+# ── System prompt builder ─────────────────────────────────────────────────
+
+_SYSTEM_PROMPT_TEMPLATE = """\
+You are a friendly assistant helping a freelancer configure a data-extraction agent.
+Your job is to understand exactly what data the user wants to extract from their
+local directory and produce a concise prompt_template that a separate AI will use
+as its instruction set.
+
+You have access to file-system tools to explore the user's directory:
+- list_directory: to see folder structure
+- read_file_content: to peek at file contents
+- get_file_metadata: to check file info
+
+The user's configured directory is: {directory}
+Target data types: {data_types}
+
+IMPORTANT — project assignment is handled automatically.  You MUST NOT ask the user
+about projects, projectId, or how to link records to projects.  Never include
+projectId logic or project creation instructions in the generated prompt_template.
+
+Start by exploring the directory to understand its structure.  Then ask concise,
+focused questions one at a time.  Cover only the topics relevant to the target
+data types listed above:
+
+  1. Content type and format — confirmed by your exploration.
+  2. For TASKS (if in scope): field mapping for title, status, priority, content,
+       dueDate (where is the date found? what's the fallback when absent?),
+       and assignee (is there a person name to assign?).
+  3. For NOTES when TASKS are also in scope: note vs task distinction —
+       what makes something a note rather than a task?
+  4. For TIMELINES (if in scope): the date source — what marks a milestone or event?
+  5. Exclusions and special handling applicable to the target data types.
+
+Keep asking focused questions until you are at least 90% confident.  Then stop and
+output the final prompt_template immediately, wrapped between these exact markers
+on their own lines:
+
+{template_start}
+<the complete extraction prompt here>
+{template_end}
+
+The prompt_template must be concise (bullet points, ~15–25 lines maximum).
+Specify only:
+  - Scope: what files/content qualify and what entity types to create.
+  - Field mapping rules per entity type (camelCase fields: title, status, priority,
+    dueDate, content, assignee, etc.).
+  - dueDate rule (if tasks in scope): source and fallback behaviour.
+  - Note vs task rule (if both in scope): the criterion that separates them.
+  - Timeline date rule (if timelines in scope): what constitutes a timeline event.
+  - Exclusion/filtering rules.
+  - 2–3 concrete mapping examples based on what you discovered.
+
+{existing_section}Begin by exploring the directory, then ask your first question.\
+"""
+
+
+def _build_system_prompt(
+    directory: str,
+    data_types: list[str],
+    existing_template: str | None = None,
+) -> str:
+    existing_section = (
+        f"\nThe user already has the following prompt_template — refine it based on their answers:\n"
+        f"---\n{existing_template}\n---\n"
+        if existing_template
+        else ""
+    )
+    # Use Langfuse compile_prompt ({{variable}} syntax) with Python .format() fallback
+    return tracing.compile_prompt(
+        "journey_system",
+        fallback=_SYSTEM_PROMPT_TEMPLATE,
+        variables={
+            "directory": directory,
+            "data_types": ", ".join(data_types),
+            "existing_section": existing_section,
+        },
+    )
+
+
+# ── Template extraction ───────────────────────────────────────────────────
+
+
+def _extract_template(text: str) -> str | None:
+    """Return the text between PROMPT_TEMPLATE_START and PROMPT_TEMPLATE_END, or None."""
+    if _TEMPLATE_START not in text or _TEMPLATE_END not in text:
+        return None
+    start_idx = text.index(_TEMPLATE_START) + len(_TEMPLATE_START)
+    end_idx = text.index(_TEMPLATE_END)
+    return text[start_idx:end_idx].strip() or None
+
+
+# ── LLM call with tool support ───────────────────────────────────────────
+
+
+def _as_text(content: Any) -> str:
+    if content is None:
+        return ""
+    if isinstance(content, str):
+        return content
+    if isinstance(content, list):
+        parts: list[str] = []
+        for item in content:
+            if isinstance(item, str):
+                parts.append(item)
+            elif isinstance(item, dict):
+                text = item.get("text")
+                if isinstance(text, str):
+                    parts.append(text)
+        return "".join(parts)
+    return str(content)
+
+
+async def _call_llm_with_tools(
+    system_prompt: str,
+    history: list[dict[str, Any]],
+    tools: list[Any],
+    langfuse_handler: Any | None = None,
+) -> str:
+    """Build LangChain messages from history and invoke the LLM with tools.
+
+    Handles tool-calling loops: if the LLM calls tools, execute them and
+    continue until a final text response is produced.
+    """
+    messages: list[Any] = [SystemMessage(content=system_prompt)]
+    for turn in history:
+        if turn["role"] == "user":
+            messages.append(HumanMessage(content=turn["content"]))
+        else:
+            messages.append(AIMessage(content=turn["content"]))
+
+    callbacks = [langfuse_handler] if langfuse_handler else None
+    llm = get_llm(model=None, temperature=0.4, callbacks=callbacks)
+    llm_with_tools = llm.bind_tools(tools)
+    tool_map = {tool_def.name: tool_def for tool_def in tools}
+
+    for _ in range(_MAX_TOOL_STEPS):
+        response: AIMessage = await llm_with_tools.ainvoke(messages)
+        messages.append(response)
+
+        if not response.tool_calls:
+            return _as_text(response.content)
+
+        for call in response.tool_calls:
+            call_name = str(call.get("name", ""))
+            call_args = call.get("args", {})
+            logger.info(
+                "journey: tool_call name=%s args=%s",
+                call_name,
+                json.dumps(call_args, ensure_ascii=True)[:500],
+            )
+
+            tool_fn = tool_map.get(call_name)
+            if tool_fn is None:
+                tool_output = f"Unknown tool: {call_name}"
+            else:
+                tool_output = await tool_fn.ainvoke(call_args)
+
+            logger.info(
+                "journey: tool_result name=%s output=%s",
+                call_name,
+                str(tool_output)[:800],
+            )
+            messages.append(ToolMessage(content=str(tool_output), tool_call_id=call["id"]))
+
+    # Fallback: exceeded max tool steps.
+    final = await llm.ainvoke(messages)
+    return _as_text(final.content)
+
+
+# ── Journey handlers (called from redis_consumer) ────────────────────────
+
+
+async def handle_journey_start(
+    user_id: str,
+    frame: dict[str, Any],
+    *,
+    langfuse_handler: Any | None = None,
+) -> dict[str, Any]:
+    """Handle a ``journey_start`` request.
+
+    Creates a session, runs the setup LLM with directory exploration,
+    and returns the ``journey_reply`` payload.
+    """
+    agent_type = frame.get("agent_type", "local")
+    directory = frame.get("directory", "")
+    data_types = frame.get("data_types", [])
+    existing_template = frame.get("existing_template")
+
+    session_id = frame.get("session_id") or str(uuid.uuid4())
+    system_prompt = _build_system_prompt(directory, data_types, existing_template)
+
+    session = JourneySession(
+        session_id=session_id,
+        user_id=user_id,
+        agent_type=agent_type,
+        directory=directory,
+        data_types=data_types,
+        system_prompt=system_prompt,
+    )
+
+    seed_history: list[dict[str, Any]] = [
+        {"role": "user", "content": "Hi, I'm ready to set up my agent. Please explore my directory and ask me your first question."},
+    ]
+    ai_reply = await _call_llm_with_tools(
+        system_prompt=system_prompt,
+        history=seed_history,
+        tools=list(FILESYSTEM_TOOLS),
+        langfuse_handler=langfuse_handler,
+    )
+
+    session.history.extend(seed_history)
+    session.history.append({"role": "assistant", "content": ai_reply})
+    _sessions[session_id] = session
+
+    logger.info(
+        "journey: session %s started for user %s (directory=%s)",
+        session_id,
+        user_id,
+        directory,
+    )
+
+    prompt_template = _extract_template(ai_reply)
+    done = prompt_template is not None
+
+    display_message = ai_reply
+    if done:
+        display_message = (
+            ai_reply[: ai_reply.index(_TEMPLATE_START)].strip()
+            or "Here is your agent configuration. You can save it or continue refining."
+        )
+        _sessions.pop(session_id, None)
+
+    return {
+        "type": "journey_reply",
+        "session_id": session_id,
+        "message": display_message,
+        "done": done,
+        "prompt_template": prompt_template,
+    }
+
+
+async def handle_journey_message(
+    user_id: str,
+    frame: dict[str, Any],
+    *,
+    langfuse_handler: Any | None = None,
+) -> dict[str, Any]:
+    """Handle a ``journey_message`` request.
+
+    Appends the user message, calls the LLM, and returns the
+    ``journey_reply`` payload.
+    """
+    session_id = frame.get("session_id", "")
+    message = frame.get("message", "")
+
+    session = get_journey_session(session_id, user_id)
+    if session is None:
+        return {
+            "type": "journey_reply",
+            "session_id": session_id,
+            "message": "Journey session not found or expired. Please start a new setup.",
+            "done": True,
+            "prompt_template": None,
+        }
+
+    session.history.append({"role": "user", "content": message})
+
+    ai_reply = await _call_llm_with_tools(
+        system_prompt=session.system_prompt,
+        history=session.history,
+        tools=list(FILESYSTEM_TOOLS),
+        langfuse_handler=langfuse_handler,
+    )
+
+    session.history.append({"role": "assistant", "content": ai_reply})
+
+    prompt_template = _extract_template(ai_reply)
+    done = prompt_template is not None
+
+    if not done:
+        turns = sum(1 for t in session.history if t["role"] == "user")
+        if turns >= _MAX_TURNS:
+            nudge_content = (
+                "[System: You have enough information. Please generate the final "
+                f"prompt_template now, wrapped in {_TEMPLATE_START} / {_TEMPLATE_END} markers.]"
+            )
+            session.history.append({"role": "user", "content": nudge_content})
+
+            nudge_reply = await _call_llm_with_tools(
+                system_prompt=session.system_prompt,
+                history=session.history,
+                tools=list(FILESYSTEM_TOOLS),
+                langfuse_handler=langfuse_handler,
+            )
+            session.history.append({"role": "assistant", "content": nudge_reply})
+
+            prompt_template = _extract_template(nudge_reply)
+            if prompt_template is not None:
+                done = True
+                ai_reply = nudge_reply
+
+    display_message = ai_reply
+    if done:
+        display_message = (
+            ai_reply[: ai_reply.index(_TEMPLATE_START)].strip()
+            if _TEMPLATE_START in ai_reply
+            else "Here is your agent configuration. You can save it or continue refining."
+        )
+        _sessions.pop(session_id, None)
+        logger.info("journey: session %s completed for user %s", session_id, user_id)
+
+    return {
+        "type": "journey_reply",
+        "session_id": session_id,
+        "message": display_message,
+        "done": done,
+        "prompt_template": prompt_template,
+    }

services/batch-agent/app/llm.py

@@ -0,0 +1,76 @@
+"""LLM factory — centralised model instantiation via LiteLLM.
+
+Identical to services/chat/app/llm.py. Uses shared.config.settings.
+"""
+
+from __future__ import annotations
+
+import os
+import warnings
+
+from openai import AsyncOpenAI
+import litellm
+
+from langchain_openai import ChatOpenAI
+from langchain_litellm import ChatLiteLLM
+
+from shared.config import settings
+
+litellm.drop_params = True
+
+warnings.filterwarnings(
+    "ignore",
+    message=r"PydanticSerializationUnexpectedValue\(Expected `ResponseAPIUsage`",
+    category=UserWarning,
+)
+
+
+def _api_key_for_model(model: str) -> str | None:
+    if model.startswith("anthropic/"):
+        return settings.ANTHROPIC_API_KEY or None
+    if model.startswith("gemini/") or model.startswith("google/"):
+        return settings.GOOGLE_API_KEY or None
+    if model.startswith("cerebras/"):
+        return settings.CEREBRAS_API_KEY or None
+    if model.startswith("github/"):
+        return settings.GITHUB_TOKEN or None
+    if model.startswith("github_copilot/"):
+        return None
+    return settings.OPENAI_API_KEY or None
+
+
+def get_llm(
+    *,
+    model: str | None = None,
+    temperature: float = 0,
+    callbacks: list | None = None,
+) -> ChatOpenAI | ChatLiteLLM:
+    model = model or settings.LLM_MODEL
+
+    if settings.GITHUB_COPILOT_TOKEN_DIR:
+        os.environ.setdefault("GITHUB_COPILOT_TOKEN_DIR", settings.GITHUB_COPILOT_TOKEN_DIR)
+
+    if settings.GITHUB_TOKEN:
+        os.environ.setdefault("GITHUB_TOKEN", settings.GITHUB_TOKEN)
+
+    if "/" in model:
+        return ChatLiteLLM(model=model, temperature=temperature, callbacks=callbacks)
+
+    return ChatOpenAI(
+        model=model,
+        temperature=temperature,
+        api_key=_api_key_for_model(model),
+        callbacks=callbacks,
+    )
+
+
+async def embed(text: str) -> list[float]:
+    model = settings.LLM_EMBED_MODEL
+
+    if model.startswith("github_copilot/") or "/" in model:
+        response = await litellm.aembedding(model=model, input=[text])
+        return response.data[0]["embedding"]
+
+    client = AsyncOpenAI(api_key=settings.OPENAI_API_KEY)
+    response = await client.embeddings.create(model=model, input=text)
+    return response.data[0].embedding

services/batch-agent/app/main.py

@@ -0,0 +1,79 @@
+"""Batch Agent Service — FastAPI application.
+
+Owns: agent_runner (local directory + cloud connectors), journey builder,
+filesystem_agent, integrations (Gmail, MS Graph).
+
+Communicates with WS Gateway via Redis:
+  - Subscribes to  batch:request:{user_id}  (journey_start, journey_message)
+  - Publishes to   ws:out:{user_id}         (journey replies + tool calls)
+  - BRPOP on       tool:result:{call_id}    (tool-call round-trip, 30s timeout)
+  - SET+EX on      journey:{user_id}        (journey session state, TTL 1800s)
+"""
+
+from __future__ import annotations
+
+import asyncio
+import logging
+import sys
+from pathlib import Path
+
+# Ensure the repo root is on sys.path so ``shared`` is importable when
+# running locally (in Docker the COPY already places it at /app/shared/).
+_repo_root = str(Path(__file__).resolve().parents[3])
+if _repo_root not in sys.path:
+    sys.path.insert(0, _repo_root)
+
+from contextlib import asynccontextmanager
+from typing import AsyncGenerator
+
+from fastapi import FastAPI
+from fastapi.middleware.cors import CORSMiddleware
+
+from app.redis_consumer import start_consumer
+from app.routes import router
+
+logger = logging.getLogger(__name__)
+
+
+@asynccontextmanager
+async def lifespan(app: FastAPI) -> AsyncGenerator[None, None]:
+    # Initialise Langfuse tracing (no-op if keys are missing)
+    from app.tracing import init_langfuse
+    init_langfuse()
+
+    logger.info("batch-agent: starting Redis consumer")
+    task = asyncio.create_task(start_consumer())
+    yield
+    task.cancel()
+    try:
+        await task
+    except asyncio.CancelledError:
+        pass
+
+    from app.tracing import shutdown as shutdown_langfuse
+    shutdown_langfuse()
+
+    from shared.db import engine
+    await engine.dispose()
+
+    from shared.redis import redis_client
+    await redis_client.aclose()
+
+    logger.info("batch-agent: Redis consumer stopped")
+
+
+app = FastAPI(title="Adiuva Batch Agent Service", lifespan=lifespan)
+
+app.add_middleware(
+    CORSMiddleware,
+    allow_origins=["*"],
+    allow_methods=["GET", "POST"],
+    allow_headers=["*"],
+)
+
+app.include_router(router)
+
+
+@app.get("/health")
+async def health() -> dict[str, str]:
+    return {"status": "ok", "service": "batch-agent"}

services/batch-agent/app/redis_consumer.py

@@ -0,0 +1,183 @@
+"""Redis consumer for the Batch Agent Service.
+
+Subscribes to  batch:request:*  (pattern) and dispatches:
+  - journey_start   → handle_journey_start
+  - journey_message → handle_journey_message
+  - agent_trigger   → run_local_agent / run_cloud_agent
+
+Results are published back to  ws:out:{user_id}  via Redis.
+"""
+
+from __future__ import annotations
+
+import asyncio
+import json
+import logging
+from typing import Any
+
+from shared.redis import redis_client, batch_request_channel, ws_out_channel
+
+import app.tracing as tracing
+from shared.ws_context import set_current_user, clear_current_user
+
+logger = logging.getLogger(__name__)
+
+
+async def _publish_to_user(user_id: str, payload: dict[str, Any]) -> None:
+    """Publish a frame to the user's WS outbound channel."""
+    channel = ws_out_channel(user_id)
+    await redis_client.publish(channel, json.dumps(payload))
+
+
+async def _handle_journey_start(user_id: str, data: dict[str, Any]) -> None:
+    """Handle a journey_start request from WS Gateway."""
+    from app.journey import handle_journey_start
+
+    session_id = data.get("session_id", "")
+    set_current_user(user_id)
+    try:
+        with tracing.trace_span(
+            name="journey_start",
+            user_id=user_id,
+            session_id=session_id,
+            input=data.get("directory", ""),
+            metadata={"data_types": data.get("data_types", [])},
+            tags=["journey"],
+        ) as span:
+            langfuse_handler = tracing.get_langfuse_callback()
+            reply = await handle_journey_start(user_id, data, langfuse_handler=langfuse_handler)
+            tracing.link_prompt_to_trace(span, "journey_system")
+            span.update(output=reply.get("message", "")[:500])
+            await _publish_to_user(user_id, reply)
+        tracing.flush()
+    except Exception as exc:
+        logger.error("batch-agent: journey_start failed user=%s: %s", user_id, exc)
+        await _publish_to_user(user_id, {
+            "type": "journey_reply",
+            "session_id": session_id,
+            "message": f"Journey setup failed: {exc}",
+            "done": True,
+            "prompt_template": None,
+        })
+    finally:
+        clear_current_user()
+
+
+async def _handle_journey_message(user_id: str, data: dict[str, Any]) -> None:
+    """Handle a journey_message from WS Gateway."""
+    from app.journey import handle_journey_message
+
+    session_id = data.get("session_id", "")
+    set_current_user(user_id)
+    try:
+        with tracing.trace_span(
+            name="journey_message",
+            user_id=user_id,
+            session_id=session_id,
+            input=data.get("message", "")[:200],
+            tags=["journey"],
+        ) as span:
+            langfuse_handler = tracing.get_langfuse_callback()
+            reply = await handle_journey_message(user_id, data, langfuse_handler=langfuse_handler)
+            tracing.link_prompt_to_trace(span, "journey_system")
+            span.update(output=reply.get("message", "")[:500])
+            await _publish_to_user(user_id, reply)
+        tracing.flush()
+    except Exception as exc:
+        logger.error("batch-agent: journey_message failed user=%s: %s", user_id, exc)
+        await _publish_to_user(user_id, {
+            "type": "journey_reply",
+            "session_id": session_id,
+            "message": f"Journey processing failed: {exc}",
+            "done": True,
+            "prompt_template": None,
+        })
+    finally:
+        clear_current_user()
+
+
+async def _handle_agent_trigger(user_id: str, data: dict[str, Any]) -> None:
+    """Handle an agent_trigger request from the REST route (forwarded via Redis)."""
+    from app.agent_runner import run_local_agent
+
+    run_context = data.get("run_context", {})
+    agent_id = run_context.get("agent_id", "")
+    set_current_user(user_id)
+    try:
+        with tracing.trace_span(
+            name="agent_trigger",
+            user_id=user_id,
+            trace_id=run_context.get("run_id"),
+            input={"agent_id": agent_id, "directory": data.get("directory", "")},
+            metadata={"data_types": data.get("data_types", [])},
+            tags=["batch", "agent_run"],
+        ) as span:
+            langfuse_handler = tracing.get_langfuse_callback()
+            await run_local_agent(user_id, data, langfuse_handler=langfuse_handler)
+            tracing.link_prompt_to_trace(span, "batch_processing")
+            span.update(output={"status": "completed"})
+        tracing.flush()
+    except Exception as exc:
+        logger.error("batch-agent: agent_trigger failed user=%s: %s", user_id, exc)
+        await _publish_to_user(user_id, {
+            "type": "run_complete",
+            "status": "error",
+            "run_context": run_context,
+        })
+    finally:
+        clear_current_user()
+
+
+async def _dispatch(user_id: str, message_data: dict[str, Any]) -> None:
+    """Route a batch request to the correct handler."""
+    msg_type = message_data.get("type", "")
+
+    if msg_type == "journey_start":
+        await _handle_journey_start(user_id, message_data)
+    elif msg_type == "journey_message":
+        await _handle_journey_message(user_id, message_data)
+    elif msg_type == "agent_trigger":
+        await _handle_agent_trigger(user_id, message_data)
+    elif msg_type == "device_online":
+        logger.info("batch-agent: device_online user=%s device=%s", user_id, message_data.get("device_id", "?"))
+    else:
+        logger.warning("batch-agent: unknown message type %r from user=%s", msg_type, user_id)
+
+
+async def start_consumer() -> None:
+    """Subscribe to batch:request:* and dispatch incoming frames."""
+    pubsub = redis_client.pubsub()
+    await pubsub.psubscribe("batch:request:*")
+    logger.info("batch-agent: subscribed to batch:request:*")
+
+    try:
+        async for message in pubsub.listen():
+            if message["type"] != "pmessage":
+                continue
+
+            channel: str = message["channel"]
+            if isinstance(channel, bytes):
+                channel = channel.decode()
+
+            # Extract user_id from channel: batch:request:{user_id}
+            parts = channel.split(":", 2)
+            if len(parts) < 3:
+                continue
+            user_id = parts[2]
+
+            raw = message["data"]
+            if isinstance(raw, bytes):
+                raw = raw.decode()
+
+            try:
+                data = json.loads(raw)
+            except json.JSONDecodeError:
+                logger.warning("batch-agent: invalid JSON on channel %s", channel)
+                continue
+
+            # Dispatch in a separate task to avoid blocking the consumer
+            asyncio.create_task(_dispatch(user_id, data))
+    except asyncio.CancelledError:
+        logger.info("batch-agent: consumer shutting down")
+    finally:
+        await pubsub.punsubscribe("batch:request:*")

services/batch-agent/app/routes.py

@@ -0,0 +1,208 @@
+"""Agent REST routes — catalog, billing checks, trigger.
+
+Adapted for Batch Agent Service: uses shared.db, shared.models, shared.schemas.
+Agent trigger dispatches via Redis to the consumer instead of spawning
+an in-process background task.
+"""
+
+from __future__ import annotations
+
+import json
+import uuid
+from datetime import datetime, timezone
+
+from fastapi import APIRouter, Header, HTTPException, status
+from sqlalchemy import func, select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from shared.db import async_session
+from shared.models import AgentRunLog
+from shared.redis import redis_client, batch_request_channel
+
+from app.agent_runner import is_agent_running
+
+router = APIRouter(prefix="/agents", tags=["agents"])
+
+# ── Tier feature limits ───────────────────────────────────────────────
+# Mirrors app/billing/tier_manager.py FEATURES dict.
+FEATURES: dict[str, dict] = {
+    "free":  {"batch_active": 1,  "batch_runs_per_day": 3},
+    "pro":   {"batch_active": 5,  "batch_runs_per_day": 20},
+    "power": {"batch_active": 20, "batch_runs_per_day": 100},
+    "team":  {"batch_active": -1, "batch_runs_per_day": -1},
+}
+
+
+def _dt_ms(dt: datetime) -> int:
+    return int(dt.timestamp() * 1000)
+
+
+def _dt_ms_opt(dt: datetime | None) -> int | None:
+    return int(dt.timestamp() * 1000) if dt else None
+
+
+def _to_data_types(values: list[str]) -> list[str]:
+    normalize = {
+        "task": "tasks",           "tasks": "tasks",
+        "note": "notes",           "notes": "notes",
+        "timeline": "timelines",   "timelines": "timelines",   "timelineEvents": "timelines",
+        "project": "projects",     "projects": "projects",
+    }
+    seen: set[str] = set()
+    result: list[str] = []
+    for v in values:
+        mapped = normalize.get(v)
+        if mapped and mapped not in seen:
+            seen.add(mapped)
+            result.append(mapped)
+    return result
+
+
+def _enforce_agent_limit(tier: str, current_count: int) -> int:
+    limit: int = FEATURES.get(tier, FEATURES["free"])["batch_active"]
+    if limit != -1 and current_count >= limit:
+        raise HTTPException(
+            status_code=status.HTTP_403_FORBIDDEN,
+            detail=f"Agent limit ({limit}) reached for your tier. Upgrade to create more.",
+        )
+    return limit
+
+
+async def _enforce_run_frequency(tier: str, user_id: str) -> None:
+    limit: int = FEATURES.get(tier, FEATURES["free"])["batch_runs_per_day"]
+    if limit == -1:
+        return
+    today_start = datetime.now(timezone.utc).replace(
+        hour=0, minute=0, second=0, microsecond=0
+    )
+    async with async_session() as db:
+        result = await db.execute(
+            select(func.count(AgentRunLog.id)).where(
+                AgentRunLog.user_id == user_id,
+                AgentRunLog.started_at >= today_start,
+            )
+        )
+        runs_today: int = result.scalar_one()
+
+    if runs_today >= limit:
+        raise HTTPException(
+            status_code=status.HTTP_402_PAYMENT_REQUIRED,
+            detail=f"Daily batch run limit ({limit}) reached for your tier.",
+        )
+
+
+# ── Catalog ───────────────────────────────────────────────────────────
+
+@router.get("/catalog")
+async def get_agent_catalog(
+    x_user_id: str = Header(..., alias="X-User-Id"),
+) -> list[dict]:
+    return [
+        {
+            "type": "local_directory",
+            "name": "Local Directory Monitor",
+            "description": "Watches local directories, extracts data from files using AI",
+        },
+        {
+            "type": "gmail",
+            "name": "Gmail Connector",
+            "description": "Scans Gmail inbox, extracts tasks/notes from emails",
+        },
+        {
+            "type": "teams",
+            "name": "Microsoft Teams Connector",
+            "description": "Monitors Teams messages, extracts action items",
+        },
+        {
+            "type": "outlook",
+            "name": "Outlook Connector",
+            "description": "Scans Outlook inbox, extracts tasks/notes",
+        },
+    ]
+
+
+# ── Can-create check ─────────────────────────────────────────────────
+
+@router.post("/can-create")
+async def can_create_agent(
+    body: dict,
+    x_user_id: str = Header(..., alias="X-User-Id"),
+    x_user_tier: str = Header("free", alias="X-User-Tier"),
+) -> dict:
+    active_agents = body.get("active_agents", 0)
+    limit: int = FEATURES.get(x_user_tier, FEATURES["free"])["batch_active"]
+    allowed = limit == -1 or active_agents < limit
+    return {
+        "allowed": allowed,
+        "tier": x_user_tier,
+        "active_agents": active_agents,
+        "limit": limit,
+    }
+
+
+# ── Trigger ──────────────────────────────────────────────────────────
+
+@router.post("/trigger", status_code=status.HTTP_202_ACCEPTED)
+async def trigger_agent_run(
+    body: dict,
+    x_user_id: str = Header(..., alias="X-User-Id"),
+    x_user_tier: str = Header("free", alias="X-User-Tier"),
+) -> dict:
+    """Trigger a local agent run — creates run log and dispatches via Redis."""
+    active_agents = body.get("active_agents", 0)
+    _enforce_agent_limit(x_user_tier, active_agents)
+    await _enforce_run_frequency(x_user_tier, x_user_id)
+
+    stable_agent_id = body.get("agent_id") or str(uuid.uuid4())
+
+    if is_agent_running(stable_agent_id):
+        raise HTTPException(
+            status_code=status.HTTP_409_CONFLICT,
+            detail="Agent is already running.",
+        )
+
+    # Create run log in DB
+    async with async_session() as db:
+        run_log = AgentRunLog(
+            agent_id=stable_agent_id,
+            agent_type="local",
+            user_id=x_user_id,
+            status="running",
+        )
+        db.add(run_log)
+        await db.commit()
+        await db.refresh(run_log)
+        run_log_id = run_log.id
+
+    run_context = {
+        "type": "agent_batch",
+        "run_id": run_log_id,
+        "agent_id": stable_agent_id,
+    }
+
+    # Dispatch to the Redis consumer for processing
+    trigger_data = {
+        "type": "agent_trigger",
+        "directory": body.get("directory", ""),
+        "directory_paths": [body.get("directory", "")] if body.get("directory") else [],
+        "data_types": _to_data_types(body.get("what_to_extract", [])),
+        "file_extensions": body.get("file_extensions", []),
+        "prompt_template": body.get("custom_agent_prompt", ""),
+        "device_id": body.get("device_id", ""),
+        "run_context": run_context,
+    }
+
+    channel = batch_request_channel(x_user_id)
+    await redis_client.publish(channel, json.dumps(trigger_data))
+
+    return {
+        "id": run_log_id,
+        "agent_id": stable_agent_id,
+        "agent_type": "local",
+        "status": "running",
+        "items_processed": 0,
+        "items_created": 0,
+        "errors": [],
+        "started_at": _dt_ms(run_log.started_at),
+        "completed_at": None,
+    }

services/batch-agent/app/tracing.py

@@ -0,0 +1,336 @@
+"""Langfuse tracing & prompt management for the Batch Agent Service (v4 SDK).
+
+Provides:
+- ``init_langfuse()`` — initialise the singleton client at startup
+- ``trace_span()`` — context manager that creates a trace + span
+- ``get_langfuse_callback()`` — LangChain callback handler (auto-inherits trace)
+- ``get_prompt()`` — fetch a managed prompt from Langfuse by name
+- ``flush()`` / ``shutdown()`` — lifecycle management
+
+All functions gracefully degrade to no-ops when Langfuse is not configured,
+so the service works identically with or without observability keys.
+
+Requires ``langfuse >= 3.0.0`` (v4 / "Fast Preview" SDK).
+"""
+
+from __future__ import annotations
+
+import logging
+from contextlib import contextmanager
+from typing import Any
+
+from shared.config import settings
+
+logger = logging.getLogger(__name__)
+
+# ── State ────────────────────────────────────────────────────────────────
+
+_initialised: bool = False
+_disabled: bool = False
+
+
+def _is_configured() -> bool:
+    return bool(settings.LANGFUSE_SECRET_KEY and settings.LANGFUSE_PUBLIC_KEY)
+
+
+def init_langfuse() -> None:
+    """Initialise the Langfuse singleton. Call once at startup."""
+    global _initialised, _disabled
+
+    if _initialised or _disabled:
+        return
+
+    if not _is_configured():
+        _disabled = True
+        logger.info("tracing: Langfuse keys not set — tracing disabled")
+        return
+
+    try:
+        from langfuse import Langfuse
+
+        Langfuse(
+            secret_key=settings.LANGFUSE_SECRET_KEY,
+            public_key=settings.LANGFUSE_PUBLIC_KEY,
+            host=settings.LANGFUSE_HOST,
+        )
+        _initialised = True
+        logger.info("tracing: Langfuse client initialised (host=%s)", settings.LANGFUSE_HOST)
+    except Exception as exc:
+        _disabled = True
+        logger.warning("tracing: failed to initialise Langfuse: %s", exc)
+
+
+def _get_client() -> Any | None:
+    """Return the singleton Langfuse client, or *None* if disabled."""
+    if _disabled:
+        return None
+    if not _initialised:
+        init_langfuse()
+    if _disabled:
+        return None
+    try:
+        from langfuse import get_client
+        return get_client()
+    except Exception:
+        return None
+
+
+# ── Null span (no-op when Langfuse is disabled) ─────────────────────────
+
+
+class _NullSpan:
+    """Drop-in replacement when Langfuse is disabled."""
+
+    def update(self, **_: Any) -> None: ...
+    def set_trace_io(self, **_: Any) -> None: ...
+    def score_trace(self, **_: Any) -> None: ...
+
+
+# ── Trace context manager ───────────────────────────────────────────────
+
+
+@contextmanager
+def trace_span(
+    *,
+    name: str,
+    user_id: str,
+    session_id: str | None = None,
+    trace_id: str | None = None,
+    input: Any = None,
+    metadata: dict[str, Any] | None = None,
+    tags: list[str] | None = None,
+):
+    """Context manager that creates a Langfuse trace/span.
+
+    Yields the span object (or a ``_NullSpan`` if Langfuse is disabled).
+    A ``CallbackHandler`` created inside this block auto-inherits the trace
+    context, so there is no need to pass trace IDs manually.
+    """
+    lf = _get_client()
+    if lf is None:
+        yield _NullSpan()
+        return
+
+    try:
+        from langfuse import Langfuse, propagate_attributes
+
+        trace_ctx: dict[str, str] = {}
+        if trace_id is not None:
+            trace_ctx["trace_id"] = Langfuse.create_trace_id(seed=trace_id)
+
+        with lf.start_as_current_observation(
+            as_type="span",
+            name=name,
+            input=input,
+            metadata=metadata or {},
+            **({"trace_context": trace_ctx} if trace_ctx else {}),
+        ) as span:
+            with propagate_attributes(
+                user_id=user_id,
+                session_id=session_id,
+                tags=tags or [],
+            ):
+                yield span
+    except Exception as exc:
+        logger.warning("tracing: trace_span(%s) failed: %s", name, exc)
+        yield _NullSpan()
+
+
+# ── LangChain callback handler ──────────────────────────────────────────
+
+
+def get_langfuse_callback() -> Any | None:
+    """Return a LangChain ``CallbackHandler`` that auto-inherits the current trace.
+
+    Must be called inside a ``trace_span()`` block for proper linking.
+    Returns *None* when Langfuse is disabled.
+    """
+    if _disabled and not _initialised:
+        return None
+
+    try:
+        from langfuse.langchain import CallbackHandler
+        return CallbackHandler()
+    except Exception as exc:
+        logger.warning("tracing: get_langfuse_callback failed: %s", exc)
+        return None
+
+
+# ── Prompt management ────────────────────────────────────────────────────
+
+
+def get_prompt(
+    name: str,
+    *,
+    version: int | None = None,
+    label: str | None = None,
+    fallback: str | None = None,
+    cache_ttl_seconds: int = 300,
+) -> str | None:
+    """Fetch a managed prompt from Langfuse by name (without variable compilation).
+
+    Returns the raw prompt string, or *fallback* if the prompt is not
+    found or Langfuse is disabled.
+    """
+    lf = _get_client()
+    if lf is None:
+        return fallback
+
+    try:
+        kwargs: dict[str, Any] = {
+            "name": name,
+            "cache_ttl_seconds": cache_ttl_seconds,
+        }
+        if version is not None:
+            kwargs["version"] = version
+        if label is not None:
+            kwargs["label"] = label
+        prompt = lf.get_prompt(**kwargs)
+        return prompt.prompt
+    except Exception as exc:
+        logger.warning("tracing: get_prompt(%s) failed: %s", name, exc)
+        return fallback
+
+
+def compile_prompt(
+    name: str,
+    *,
+    fallback: str,
+    variables: dict[str, str],
+    version: int | None = None,
+    label: str | None = None,
+    cache_ttl_seconds: int = 300,
+) -> str:
+    """Fetch a managed prompt from Langfuse and compile it with ``{{variables}}``.
+
+    If the prompt exists in Langfuse, uses the SDK's ``.compile(**variables)``
+    which replaces ``{{key}}`` placeholders.  If Langfuse is disabled or the
+    prompt is not found, falls back to ``fallback.format(**variables)`` (Python
+    ``{key}`` placeholders).
+
+    This means:
+      - Langfuse prompts use ``{{variable}}`` syntax.
+      - Hardcoded fallback strings use Python ``{variable}`` syntax.
+    """
+    lf = _get_client()
+    if lf is None:
+        return fallback.format(**variables)
+
+    try:
+        kwargs: dict[str, Any] = {
+            "name": name,
+            "cache_ttl_seconds": cache_ttl_seconds,
+        }
+        if version is not None:
+            kwargs["version"] = version
+        if label is not None:
+            kwargs["label"] = label
+        prompt = lf.get_prompt(**kwargs)
+        return prompt.compile(**variables)
+    except Exception as exc:
+        logger.warning("tracing: compile_prompt(%s) failed, using fallback: %s", name, exc)
+        return fallback.format(**variables)
+
+
+def get_prompt_object(
+    name: str,
+    *,
+    version: int | None = None,
+    label: str | None = None,
+    cache_ttl_seconds: int = 300,
+) -> Any | None:
+    """Fetch the raw Langfuse prompt *object* (not the compiled string).
+
+    Returns ``None`` when Langfuse is disabled or the prompt is not found.
+    Use this when you need to pass the prompt to ``start_observation(prompt=...)``
+    for linking the prompt to a trace in the Langfuse UI.
+    """
+    lf = _get_client()
+    if lf is None:
+        return None
+
+    try:
+        kwargs: dict[str, Any] = {
+            "name": name,
+            "cache_ttl_seconds": cache_ttl_seconds,
+        }
+        if version is not None:
+            kwargs["version"] = version
+        if label is not None:
+            kwargs["label"] = label
+        return lf.get_prompt(**kwargs)
+    except Exception as exc:
+        logger.warning("tracing: get_prompt_object(%s) failed: %s", name, exc)
+        return None
+
+
+def link_prompt_to_trace(
+    span: Any,
+    prompt_name: str,
+    *,
+    version: int | None = None,
+    label: str | None = None,
+) -> None:
+    """Link a Langfuse managed prompt to a span/observation.
+
+    Uses the SDK v4 ``prompt=`` parameter so that the prompt version
+    appears linked in the Langfuse UI with metrics tracking.
+    """
+    lf = _get_client()
+    if lf is None or isinstance(span, _NullSpan):
+        return
+
+    try:
+        prompt = get_prompt_object(prompt_name, version=version, label=label)
+        if prompt is not None:
+            span.update(prompt=prompt)
+    except Exception as exc:
+        logger.warning("tracing: link_prompt_to_trace(%s) failed: %s", prompt_name, exc)
+
+
+# ── Scoring helper ───────────────────────────────────────────────────────
+
+
+def score_trace(
+    trace_id: str,
+    name: str,
+    value: float,
+    *,
+    comment: str | None = None,
+) -> None:
+    """Post a score to a trace (e.g. user feedback, latency, quality)."""
+    lf = _get_client()
+    if lf is None:
+        return
+
+    try:
+        lf.create_score(trace_id=trace_id, name=name, value=value, comment=comment)
+    except Exception as exc:
+        logger.warning("tracing: score_trace failed: %s", exc)
+
+
+# ── Shutdown ─────────────────────────────────────────────────────────────
+
+
+def flush() -> None:
+    """Flush pending Langfuse events."""
+    lf = _get_client()
+    if lf is not None:
+        try:
+            lf.flush()
+        except Exception as exc:
+            logger.warning("tracing: flush failed: %s", exc)
+
+
+def shutdown() -> None:
+    """Flush and close the Langfuse client."""
+    global _initialised, _disabled
+    lf = _get_client()
+    if lf is not None:
+        try:
+            lf.flush()
+            lf.shutdown()
+        except Exception as exc:
+            logger.warning("tracing: shutdown failed: %s", exc)
+    _initialised = False
+    _disabled = False

services/batch-agent/eval/__init__.py

@@ -0,0 +1 @@
+"""Batch Agent E2E evaluation harness."""

services/batch-agent/eval/__main__.py

@@ -0,0 +1,5 @@
+"""Allow running the eval package as ``python -m eval``."""
+
+from eval.cli import main
+
+main()

services/batch-agent/eval/cli.py

@@ -0,0 +1,285 @@
+"""CLI entry point for the batch agent evaluation harness.
+
+Usage::
+
+    # From services/batch-agent/:
+    python -m eval run                                # all agent fixtures, default model
+    python -m eval run --fixture=classify-invoices    # single fixture
+    python -m eval run --models=gpt-4o,gpt-5.3-codex  # multiple models
+    python -m eval run --mode=step1                   # only step1 fixtures
+    python -m eval run --no-judge                     # skip LLM judge scoring
+
+    python -m eval interactive                        # interactive journey session
+    python -m eval interactive --fixture=journey-invoice-setup
+    python -m eval interactive --model=gpt-4o
+    python -m eval interactive --judge-model=github_copilot/gpt-4o-mini
+
+    python -m eval list                               # list all fixtures
+    python -m eval sync                               # sync fixtures to Langfuse datasets
+"""
+
+from __future__ import annotations
+
+import argparse
+import asyncio
+import logging
+import sys
+from pathlib import Path
+
+# Ensure the service root and repo root are in sys.path.
+# Service root must come BEFORE repo root so its ``app/`` package
+# shadows the monolith ``app/`` in the repo root.
+_SERVICE_ROOT = Path(__file__).resolve().parent.parent
+_REPO_ROOT = _SERVICE_ROOT.parent.parent
+_sr = str(_SERVICE_ROOT)
+_rr = str(_REPO_ROOT)
+if _rr not in sys.path:
+    sys.path.insert(0, _rr)
+# Always force service root to position 0 (python -m may have already
+# added CWD further down the list, which loses to repo root).
+if _sr in sys.path:
+    sys.path.remove(_sr)
+sys.path.insert(0, _sr)
+
+from eval.config import discover_fixtures, discover_journey_fixtures
+from eval.runner import run_fixture_eval, print_results
+from eval.interactive import run_interactive
+from eval import langfuse_eval
+
+
+def _setup_logging(verbose: bool) -> None:
+    level = logging.DEBUG if verbose else logging.INFO
+    logging.basicConfig(
+        level=level,
+        format="%(asctime)s %(name)-20s %(levelname)-5s %(message)s",
+        datefmt="%H:%M:%S",
+    )
+    # Quiet noisy libraries
+    for name in ("httpx", "httpcore", "openai", "litellm", "urllib3"):
+        logging.getLogger(name).setLevel(logging.WARNING)
+
+
+def _parse_args() -> argparse.Namespace:
+    parser = argparse.ArgumentParser(
+        description="Batch Agent E2E evaluation harness",
+        prog="python -m eval",
+    )
+    sub = parser.add_subparsers(dest="command", required=True)
+
+    # ── run ───────────────────────────────────────────────────────
+    run_cmd = sub.add_parser("run", help="Run evaluations")
+    run_cmd.add_argument(
+        "--fixture", "-f",
+        help="Run only the named fixture (default: all)",
+    )
+    run_cmd.add_argument(
+        "--models", "-m",
+        default="github_copilot/gpt-5.3-codex",
+        help="Comma-separated list of models to test (default: github_copilot/gpt-5.3-codex)",
+    )
+    run_cmd.add_argument(
+        "--mode",
+        default=None,
+        choices=["step1", "step2", "full"],
+        help="Only run fixtures with this mode (default: all)",
+    )
+    run_cmd.add_argument(
+        "--no-judge",
+        action="store_true",
+        help="Skip LLM-as-judge scoring",
+    )
+    run_cmd.add_argument(
+        "--judge-model",
+        default="gpt-4o",
+        help="Model for LLM judge (default: gpt-4o)",
+    )
+    run_cmd.add_argument(
+        "--fixtures-dir",
+        default=None,
+        help="Path to fixtures directory (default: eval/fixtures/)",
+    )
+    run_cmd.add_argument("-v", "--verbose", action="store_true")
+
+    # ── list ──────────────────────────────────────────────────────
+    list_cmd = sub.add_parser("list", help="List available fixtures")
+    list_cmd.add_argument("--fixtures-dir", default=None)
+    list_cmd.add_argument("-v", "--verbose", action="store_true")
+
+    # ── sync ──────────────────────────────────────────────────────
+    sync_cmd = sub.add_parser("sync", help="Sync fixtures to Langfuse datasets")
+    sync_cmd.add_argument("--fixture", "-f", default=None, help="Sync only the named fixture")
+    sync_cmd.add_argument("--fixtures-dir", default=None)
+    sync_cmd.add_argument("-v", "--verbose", action="store_true")
+
+    # ── interactive ───────────────────────────────────────────────
+    inter_cmd = sub.add_parser("interactive", help="Interactive journey session (human-in-the-loop)")
+    inter_cmd.add_argument(
+        "--fixture", "-f",
+        help="Journey fixture to use (default: pick interactively)",
+    )
+    inter_cmd.add_argument(
+        "--model", "-m",
+        default="github_copilot/gpt-5.3-codex",
+        help="Model for the journey AI (default: github_copilot/gpt-5.3-codex)",
+    )
+    inter_cmd.add_argument(
+        "--judge-model",
+        default="gpt-4o",
+        help="Model for LLM judge (default: gpt-4o)",
+    )
+    inter_cmd.add_argument(
+        "--fixtures-dir",
+        default=None,
+        help="Path to fixtures directory (default: eval/fixtures/)",
+    )
+    inter_cmd.add_argument(
+        "--data-dir",
+        default=None,
+        help="Override sample data directory (e.g. path to private test files not in git)",
+    )
+    inter_cmd.add_argument("-v", "--verbose", action="store_true")
+
+    return parser.parse_args()
+
+
+def _fixtures_dir(arg: str | None) -> Path | None:
+    if arg:
+        return Path(arg)
+    return None
+
+
+async def _cmd_run(args: argparse.Namespace) -> None:
+    fixtures = discover_fixtures(_fixtures_dir(args.fixtures_dir))
+    if not fixtures:
+        print("No fixtures found. Create YAML files in eval/fixtures/.")
+        return
+
+    if args.fixture:
+        fixtures = [f for f in fixtures if f.name == args.fixture]
+        if not fixtures:
+            print(f"Fixture '{args.fixture}' not found.")
+            return
+
+    models = [m.strip() for m in args.models.split(",")]
+
+    all_results = []
+    for fixture in fixtures:
+        if args.mode and fixture.mode != args.mode:
+            continue
+        results = await run_fixture_eval(
+            fixture,
+            models=models,
+            use_llm_judge=not args.no_judge,
+            judge_model=args.judge_model,
+        )
+        all_results.extend(results)
+
+    print_results(all_results)
+
+
+def _cmd_list(args: argparse.Namespace) -> None:
+    fixtures = discover_fixtures(_fixtures_dir(args.fixtures_dir))
+    journey_fixtures = discover_journey_fixtures(_fixtures_dir(args.fixtures_dir))
+
+    if not fixtures and not journey_fixtures:
+        print("No fixtures found.")
+        return
+
+    if fixtures:
+        print(f"\n{'[Agent Fixtures]'}")
+        print(f"{'Name':<30} {'Mode':<6} {'Types':<25} {'Expected'}")
+        print("-" * 90)
+        for f in fixtures:
+            types = ", ".join(f.data_types)
+            n_expected = len(f.expected) + len(f.expected_classification)
+            print(f"{f.name:<30} {f.mode:<6} {types:<25} {n_expected}")
+
+    if journey_fixtures:
+        print(f"\n{'[Journey Fixtures]'}")
+        print(f"{'Name':<30} {'Types':<25} {'Messages':<10} {'Criteria'}")
+        print("-" * 90)
+        for f in journey_fixtures:
+            types = ", ".join(f.data_types)
+            print(f"{f.name:<30} {types:<25} {len(f.user_messages):<10} {len(f.expected_template_criteria)}")
+
+    print()
+
+
+def _cmd_sync(args: argparse.Namespace) -> None:
+    fixtures = discover_fixtures(_fixtures_dir(args.fixtures_dir))
+    journey_fixtures = discover_journey_fixtures(_fixtures_dir(args.fixtures_dir))
+
+    if args.fixture:
+        fixtures = [f for f in fixtures if f.name == args.fixture]
+        journey_fixtures = [f for f in journey_fixtures if f.name == args.fixture]
+
+    if not fixtures and not journey_fixtures:
+        print("No fixtures to sync.")
+        return
+
+    for fixture in fixtures:
+        name = langfuse_eval.sync_fixture_to_dataset(fixture)
+        if name:
+            print(f"Synced: {fixture.name} → {name}")
+        else:
+            print(f"Skipped: {fixture.name} (Langfuse not configured)")
+
+    for fixture in journey_fixtures:
+        name = langfuse_eval.sync_journey_fixture_to_dataset(fixture)
+        if name:
+            print(f"Synced: {fixture.name} → {name}")
+        else:
+            print(f"Skipped: {fixture.name} (Langfuse not configured)")
+
+
+async def _cmd_interactive(args: argparse.Namespace) -> None:
+    journey_fixtures = discover_journey_fixtures(_fixtures_dir(args.fixtures_dir))
+    if not journey_fixtures:
+        print("No journey fixtures found. Create YAML files with type: journey in eval/fixtures/.")
+        return
+
+    if args.fixture:
+        fixtures = [f for f in journey_fixtures if f.name == args.fixture]
+        if not fixtures:
+            print(f"Journey fixture '{args.fixture}' not found.")
+            return
+        fixture = fixtures[0]
+    elif len(journey_fixtures) == 1:
+        fixture = journey_fixtures[0]
+    else:
+        # Let user pick
+        print("\nAvailable journey fixtures:")
+        for i, f in enumerate(journey_fixtures, 1):
+            print(f"  {i}. {f.name} — {f.description[:60]}")
+        print()
+        try:
+            choice = int(input("Pick a fixture number: ").strip()) - 1
+            fixture = journey_fixtures[choice]
+        except (ValueError, IndexError, EOFError, KeyboardInterrupt):
+            print("Invalid choice.")
+            return
+
+    await run_interactive(
+        fixture,
+        model=args.model,
+        judge_model=args.judge_model,
+        data_dir=Path(args.data_dir).resolve() if args.data_dir else None,
+    )
+
+
+def main() -> None:
+    args = _parse_args()
+    _setup_logging(args.verbose)
+
+    if args.command == "run":
+        asyncio.run(_cmd_run(args))
+    elif args.command == "interactive":
+        asyncio.run(_cmd_interactive(args))
+    elif args.command == "list":
+        _cmd_list(args)
+    elif args.command == "sync":
+        _cmd_sync(args)
+
+
+if __name__ == "__main__":
+    main()

services/batch-agent/eval/config.py

@@ -0,0 +1,220 @@
+"""Eval configuration — YAML fixture loader and dataclasses.
+
+Fixtures come in two families:
+
+1. **Agent fixtures** — test the batch agent pipeline.
+   Three modes controlled by ``mode``:
+
+   ``step1``  — classification prompt only.
+   ``step2``  — processing prompt only.
+   ``full``   — both steps in sequence.
+
+2. **Journey fixtures** — test the prompt-template builder conversation
+   (unchanged).
+"""
+
+from __future__ import annotations
+
+import logging
+from dataclasses import dataclass, field
+from pathlib import Path
+from typing import Any, Literal
+
+import yaml
+
+logger = logging.getLogger(__name__)
+
+EvalMode = Literal["step1", "step2", "full"]
+
+
+@dataclass
+class ExpectedRecord:
+    """A single expected extraction result.
+
+    Only the fields specified are checked — unspecified fields are ignored.
+    """
+
+    table: str  # tasks | notes | timelines | projects
+    fields: dict[str, Any]  # field_name → expected_value
+
+
+@dataclass
+class ExpectedClassification:
+    """Expected output of step-1 classification for one file."""
+
+    file: str  # relative path to the sample file
+    project_id: str  # expected matched project id, or "new"
+    domains: list[str]  # expected domain list
+    new_project_name: str | None = None
+
+
+@dataclass
+class EvalFixture:
+    """A complete test scenario loaded from YAML.
+
+    ``mode`` determines which pipeline steps are exercised:
+
+    - **step1**: only ``_classify_file``
+    - **step2**: only the processing LLM + tool loop
+    - **full**: both steps in sequence (``run_local_agent``)
+    """
+
+    name: str
+    description: str
+    mode: EvalMode
+    directory: str  # relative path to sample files
+    data_types: list[str]
+    file_extensions: list[str]
+    models: list[str]  # if empty, use CLI default
+    fixture_path: Path = field(default_factory=lambda: Path("."))
+
+    # ── Step-1 inputs (classification) ───────────────────────────
+    domain_definitions: str = ""
+    projects_list: list[dict[str, Any]] = field(default_factory=list)
+    custom_step1_prompt: str = ""
+
+    # ── Step-2 inputs (processing) ───────────────────────────────
+    existing_context: str = ""
+    project_context: str = ""
+    custom_prompt_section: str = ""
+
+    # ── Seed records for mock executor ───────────────────────────
+    seed_records: dict[str, list[dict]] = field(default_factory=dict)
+
+    # ── Expected outputs ─────────────────────────────────────────
+    expected_classification: list[ExpectedClassification] = field(default_factory=list)
+    expected: list[ExpectedRecord] = field(default_factory=list)
+
+    @property
+    def fixture_dir(self) -> Path:
+        """Absolute path to the sample files directory."""
+        return self.fixture_path.parent / self.directory
+
+    @classmethod
+    def from_yaml(cls, path: Path) -> "EvalFixture":
+        """Load a fixture from a YAML file."""
+        raw = yaml.safe_load(path.read_text(encoding="utf-8"))
+
+        mode: EvalMode = raw.get("mode", "full")
+
+        # Parse expected records (step2/full)
+        expected: list[ExpectedRecord] = []
+        for table, records in (raw.get("expected") or {}).items():
+            for rec in records:
+                expected.append(ExpectedRecord(table=table, fields=rec))
+
+        # Parse expected classification (step1/full)
+        expected_classification: list[ExpectedClassification] = []
+        for item in raw.get("expected_classification") or []:
+            expected_classification.append(ExpectedClassification(
+                file=item["file"],
+                project_id=item["project_id"],
+                domains=item.get("domains", []),
+                new_project_name=item.get("new_project_name"),
+            ))
+
+        return cls(
+            name=raw["name"],
+            description=raw.get("description", ""),
+            mode=mode,
+            directory=raw.get("directory", "sample_files"),
+            data_types=raw.get("data_types", ["tasks"]),
+            file_extensions=raw.get("file_extensions", []),
+            models=raw.get("models", []),
+            fixture_path=path,
+            # Step-1 inputs
+            domain_definitions=raw.get("domain_definitions", ""),
+            projects_list=raw.get("projects_list", []),
+            # Step-2 inputs
+            existing_context=raw.get("existing_context", ""),
+            project_context=raw.get("project_context", ""),
+            custom_prompt_section=raw.get("custom_prompt_section", ""),
+            # Shared
+            seed_records=raw.get("seed_records", {}),
+            expected_classification=expected_classification,
+            expected=expected,
+        )
+
+
+def discover_fixtures(fixtures_dir: Path | None = None) -> list[EvalFixture]:
+    """Find and load all YAML fixtures in the fixtures directory."""
+    if fixtures_dir is None:
+        fixtures_dir = Path(__file__).parent / "fixtures"
+
+    fixtures: list[EvalFixture] = []
+    if not fixtures_dir.is_dir():
+        logger.warning("eval: fixtures directory not found: %s", fixtures_dir)
+        return fixtures
+
+    for yaml_path in sorted(fixtures_dir.glob("*.yaml")):
+        try:
+            raw = yaml.safe_load(yaml_path.read_text(encoding="utf-8"))
+            if raw.get("type") == "journey":
+                continue  # Skip journey fixtures
+            fixtures.append(EvalFixture.from_yaml(yaml_path))
+            logger.info("eval: loaded fixture %s from %s", fixtures[-1].name, yaml_path.name)
+        except Exception as exc:
+            logger.error("eval: failed to load fixture %s: %s", yaml_path.name, exc)
+
+    return fixtures
+
+
+# ── Journey fixtures ─────────────────────────────────────────────────────
+
+
+@dataclass
+class JourneyFixture:
+    """A journey test scenario — tests the prompt_template builder conversation."""
+
+    name: str
+    description: str
+    directory: str  # relative path to sample files
+    data_types: list[str]
+    expected_template_criteria: list[str]  # what the template should contain/satisfy
+    user_messages: list[str] = field(default_factory=list)  # for automated journey runs (unused in interactive mode)
+    models: list[str] = field(default_factory=list)
+    fixture_path: Path = field(default_factory=lambda: Path("."))
+
+    @property
+    def fixture_dir(self) -> Path:
+        """Absolute path to the sample files directory."""
+        return self.fixture_path.parent / self.directory
+
+    @classmethod
+    def from_yaml(cls, path: Path) -> "JourneyFixture":
+        """Load a journey fixture from a YAML file."""
+        raw = yaml.safe_load(path.read_text(encoding="utf-8"))
+
+        return cls(
+            name=raw["name"],
+            description=raw.get("description", ""),
+            directory=raw.get("directory", "sample_files"),
+            data_types=raw.get("data_types", ["tasks"]),
+            user_messages=raw.get("user_messages", []),
+            expected_template_criteria=raw.get("expected_template_criteria", []),
+            models=raw.get("models", []),
+            fixture_path=path,
+        )
+
+
+def discover_journey_fixtures(fixtures_dir: Path | None = None) -> list[JourneyFixture]:
+    """Find and load all journey YAML fixtures in the fixtures directory."""
+    if fixtures_dir is None:
+        fixtures_dir = Path(__file__).parent / "fixtures"
+
+    fixtures: list[JourneyFixture] = []
+    if not fixtures_dir.is_dir():
+        logger.warning("eval: fixtures directory not found: %s", fixtures_dir)
+        return fixtures
+
+    for yaml_path in sorted(fixtures_dir.glob("*.yaml")):
+        try:
+            raw = yaml.safe_load(yaml_path.read_text(encoding="utf-8"))
+            if raw.get("type") != "journey":
+                continue
+            fixtures.append(JourneyFixture.from_yaml(yaml_path))
+            logger.info("eval: loaded journey fixture %s from %s", fixtures[-1].name, yaml_path.name)
+        except Exception as exc:
+            logger.error("eval: failed to load journey fixture %s: %s", yaml_path.name, exc)
+
+    return fixtures

services/batch-agent/eval/fixtures/classify_invoices.yaml

@@ -0,0 +1,40 @@
+# Fixture: classify-invoices (step1)
+# Tests _STEP1_SYSTEM_PROMPT — file classification and project matching.
+# Verifies that the LLM correctly matches files to existing projects
+# and identifies the right data domains.
+
+name: classify-invoices
+mode: step1
+description: >
+  Test file classification on Italian freelance invoices and meeting notes.
+  Verifies project matching and domain identification.
+
+directory: sample_files/invoices
+data_types: [tasks, notes, timelines]
+file_extensions: [txt, md]
+
+# ── Step-1 prompt variables ──────────────────────────────────────
+domain_definitions: |
+  - tasks: Action items, deliverables, things to do — anything that someone needs to complete.
+  - notes: Meeting summaries, decisions, reference information — permanent knowledge entries.
+  - timelines: Project milestones, deadlines, scheduled events — specific dates that mark a point in the progress of a project.
+
+projects_list:
+  - id: "proj-web-redesign"
+    name: "Redesign Sito Web Corporate"
+    status: "active"
+    aiSummary: "Corporate website redesign for Studio Architettura Bianchi"
+  - id: "proj-ecommerce"
+    name: "E-Commerce FashionStore"
+    status: "active"
+    aiSummary: "Next.js e-commerce platform for FashionStore srl"
+
+# ── Expected classification results ─────────────────────────────
+expected_classification:
+  - file: "sample_files/invoices/fattura_042.txt"
+    project_id: "proj-web-redesign"
+    domains: [tasks, notes, timelines]
+
+  - file: "sample_files/invoices/meeting_ecommerce.md"
+    project_id: "proj-ecommerce"
+    domains: [tasks, notes, timelines]

services/batch-agent/eval/fixtures/full_invoices.yaml

@@ -0,0 +1,108 @@
+# Fixture: full-invoices (full)
+# Tests both _STEP1_SYSTEM_PROMPT and _PROCESSING_SYSTEM_PROMPT in sequence
+# via run_local_agent(). Verifies end-to-end classification + extraction.
+
+name: full-invoices
+mode: full
+description: >
+  End-to-end test: classify Italian invoices/meeting notes into the
+  correct project, then extract tasks, notes, and timeline events.
+
+directory: sample_files/invoices
+data_types: [tasks, notes, timelines]
+file_extensions: [txt, md]
+
+# ── Step-1 prompt variables ──────────────────────────────────────
+domain_definitions: |
+  - tasks: Action items, deliverables, things to do — anything that someone needs to complete.
+  - notes: Meeting summaries, decisions, reference information — permanent knowledge entries.
+  - timelines: Project milestones, deadlines, scheduled events — specific dates that mark a point in the progress of a project.
+
+projects_list:
+  - id: "proj-web-redesign"
+    name: "Redesign Sito Web Corporate"
+    status: "active"
+    aiSummary: "Corporate website redesign for Studio Architettura Bianchi"
+  - id: "proj-ecommerce"
+    name: "E-Commerce FashionStore"
+    status: "active"
+    aiSummary: "Next.js e-commerce platform for FashionStore srl"
+
+# ── Step-2 prompt variables ──────────────────────────────────────
+existing_context: |
+  Existing tasks:
+    (none)
+
+  Existing notes:
+    (none)
+
+  Existing timelines:
+    (none)
+
+project_context: ""
+
+custom_prompt_section: |
+  User instructions:
+  Estrai i dati dai file come segue:
+  - TASK: ogni azione da fare, deliverable, o item con scadenza.
+    Mappa "URGENTE" o "ALTA PRIORITÀ" → priority: high.
+    Mappa "media priorità" → priority: medium.
+    Mappa "bassa priorità" → priority: low.
+    Se un item è marcato come "completato" o [x], impostalo status: done.
+    Altrimenti status: todo.
+  - NOTE: riassunti di meeting, decisioni prese, note tecniche.
+  - TIMELINE: date di scadenza, milestone, meeting futuri.
+  Imposta sempre isAiSuggested=1.
+
+# ── Seed records (pre-existing DB state) ─────────────────────────
+seed_records:
+  projects:
+    - id: "proj-web-redesign"
+      name: "Redesign Sito Web Corporate"
+      status: "active"
+      aiSummary: "Corporate website redesign for Studio Architettura Bianchi"
+    - id: "proj-ecommerce"
+      name: "E-Commerce FashionStore"
+      status: "active"
+      aiSummary: "Next.js e-commerce platform for FashionStore srl"
+  tasks: []
+  notes: []
+  timelines: []
+
+# ── Expected classification (step 1) ─────────────────────────────
+expected_classification:
+  - file: "sample_files/invoices/fattura_042.txt"
+    project_id: "proj-web-redesign"
+    domains: [tasks, notes, timelines]
+
+  - file: "sample_files/invoices/meeting_ecommerce.md"
+    project_id: "proj-ecommerce"
+    domains: [tasks, notes, timelines]
+
+# ── Expected extractions (step 2) ────────────────────────────────
+expected:
+  tasks:
+    - title: "Sviluppo frontend React"
+      priority: "high"
+      status: "todo"
+    - title: "Integrazione API backend"
+      priority: "medium"
+      status: "todo"
+    - title: "Testing cross-browser e fix bug responsive"
+      status: "todo"
+    - title: "Preparare wireframe homepage"
+      priority: "high"
+      status: "todo"
+    - title: "Setup progetto Next.js e configurare CI/CD"
+      priority: "medium"
+      status: "todo"
+    - title: "Ricerca plugin Stripe per gestione abbonamenti"
+      priority: "low"
+      status: "todo"
+
+  notes:
+    - title: "Meeting Kickoff Progetto E-Commerce"
+
+  timelines:
+    - title: "MVP E-Commerce pronto"
+    - title: "Meeting di revisione"

services/batch-agent/eval/fixtures/journey_invoice_setup.yaml

@@ -0,0 +1,28 @@
+# Journey Fixture: journey-invoice-setup
+# Used by `python -m eval interactive` for human-in-the-loop testing
+# of the journey chatbot's prompt-building conversation.
+
+type: journey
+name: journey-invoice-setup
+description: >
+  Interactive test for the journey chatbot — explore a directory of
+  Italian invoices and meeting notes, answer the chatbot's questions,
+  and verify it produces a well-structured prompt_template for data
+  extraction.
+
+directory: sample_files/invoices
+data_types: [tasks, notes, timelines, projects]
+
+# Criteria the generated prompt_template must satisfy
+# Each is scored 0-1 by an LLM judge
+expected_template_criteria:
+  - "Mentions creating tasks from action items and work descriptions"
+  - "Mentions creating notes from meeting summaries"
+  - "Mentions extracting timeline events from deadlines and meeting dates"
+  - "Mentions creating projects from relevant information"
+  - "Sets isAiSuggested=1 on all created records"
+  - "Does NOT include projectId assignment logic"
+  - "Uses camelCase field names (title, status, priority, dueDate, content)"
+
+# Models to test (empty = use CLI --models default)
+models: []

services/batch-agent/eval/fixtures/process_invoices.yaml

@@ -0,0 +1,81 @@
+# Fixture: process-invoices (step2)
+# Tests _PROCESSING_SYSTEM_PROMPT — data extraction & tool calling.
+# The classification step is skipped; prompt variables are injected directly.
+
+name: process-invoices
+mode: step2
+description: >
+  Test data extraction from Italian freelance invoices.
+  Verifies correct record creation via tool calls with the right
+  fields, priorities, and status values.
+
+directory: sample_files/invoices
+data_types: [tasks, notes, timelines]
+file_extensions: [txt, md]
+
+# ── Step-2 prompt variables ──────────────────────────────────────
+existing_context: |
+  Existing tasks:
+    (none)
+
+  Existing notes:
+    (none)
+
+  Existing timelines:
+    (none)
+
+project_context: >
+  Project: Redesign Sito Web Corporate (id: proj-web-redesign).
+  Always set projectId to this id on every record you create.
+
+custom_prompt_section: |
+  User instructions:
+  Estrai i dati dai file come segue:
+  - TASK: ogni azione da fare, deliverable, o item con scadenza.
+    Mappa "URGENTE" o "ALTA PRIORITÀ" → priority: high.
+    Mappa "media priorità" → priority: medium.
+    Mappa "bassa priorità" → priority: low.
+    Se un item è marcato come "completato" o [x], impostalo status: done.
+    Altrimenti status: todo.
+  - NOTE: riassunti di meeting, decisioni prese, note tecniche.
+    Il titolo deve essere descrittivo. Il content deve includere tutti i dettagli.
+  - TIMELINE: date di scadenza, milestone, meeting futuri.
+  Imposta sempre isAiSuggested=1.
+
+# ── Seed records (pre-existing DB state) ─────────────────────────
+seed_records:
+  projects:
+    - id: "proj-web-redesign"
+      name: "Redesign Sito Web Corporate"
+      status: "active"
+  tasks: []
+  notes: []
+  timelines: []
+
+# ── Expected extractions ─────────────────────────────────────────
+expected:
+  tasks:
+    - title: "Sviluppo frontend React"
+      priority: "high"
+      status: "todo"
+    - title: "Integrazione API backend"
+      priority: "medium"
+      status: "todo"
+    - title: "Testing cross-browser e fix bug responsive"
+      status: "todo"
+    - title: "Preparare wireframe homepage"
+      priority: "high"
+      status: "todo"
+    - title: "Setup progetto Next.js e configurare CI/CD"
+      priority: "medium"
+      status: "todo"
+    - title: "Ricerca plugin Stripe per gestione abbonamenti"
+      priority: "low"
+      status: "todo"
+
+  notes:
+    - title: "Meeting Kickoff Progetto E-Commerce"
+
+  timelines:
+    - title: "MVP E-Commerce pronto"
+    - title: "Meeting di revisione"

services/batch-agent/eval/fixtures/sample_files/invoices/fattura_042.txt

@@ -0,0 +1,18 @@
+FATTURA N. 2026-0042
+Data: 15 Marzo 2026
+Cliente: Studio Architettura Bianchi
+
+Progetto: Redesign Sito Web Corporate
+
+Descrizione lavori:
+- Sviluppo frontend React (40 ore) — URGENTE, completare entro 20 marzo
+- Integrazione API backend (20 ore) — priorità media
+- Design UI/UX mockup homepage (8 ore) — completato
+- Testing cross-browser e fix bug responsive (12 ore) — da iniziare
+
+Totale: €4.800,00 + IVA
+
+Note:
+Meeting di revisione previsto per il 18 marzo alle 10:00.
+Il cliente ha richiesto modifiche al layout mobile della sezione contatti.
+Attendere conferma budget aggiuntivo per sezione blog.

services/batch-agent/eval/fixtures/sample_files/invoices/meeting_ecommerce.md

@@ -0,0 +1,25 @@
+# Meeting Notes - Kickoff Progetto E-Commerce
+
+**Data:** 10 Marzo 2026
+**Partecipanti:** Marco R., Giulia T., Cliente (FashionStore srl)
+
+## Decisioni prese
+
+1. **Piattaforma**: Next.js + Stripe per i pagamenti
+2. **Timeline**: MVP pronto entro 30 aprile 2026
+3. **Budget**: €12.000 totale, €4.000 anticipo già ricevuto
+
+## Action items
+
+- [ ] Marco: preparare wireframe homepage entro 14 marzo — ALTA PRIORITÀ
+- [ ] Giulia: setup progetto Next.js e configurare CI/CD — media priorità
+- [ ] Marco: ricerca plugin Stripe per gestione abbonamenti — bassa priorità
+- [x] Giulia: inviare contratto firmato al cliente — COMPLETATO
+
+## Note aggiuntive
+
+Il cliente vuole un design minimalista, ispirato a Zara.com.
+Colori primari: nero, bianco, oro.
+Font: Inter per body, Playfair Display per headings.
+
+Prossimo meeting: 24 marzo 2026 ore 15:00.

services/batch-agent/eval/interactive.py

@@ -0,0 +1,471 @@
+"""Interactive journey session — human-in-the-loop CLI conversation.
+
+Flow:
+1. Show the system prompt used by the journey AI.
+2. Start the journey (AI explores files, asks first question).
+3. User types responses in the terminal — AI replies.
+4. User types `/done` to end the conversation.
+5. User writes a comment about the interaction quality.
+6. LLM judge scores the conversation + generated template.
+7. Results are reported to Langfuse.
+
+Usage::
+
+    python -m eval interactive                        # pick a fixture interactively
+    python -m eval interactive --fixture=journey-invoice-setup
+    python -m eval interactive --model=gpt-4o
+    python -m eval interactive --judge-model=github_copilot/gpt-4o-mini
+"""
+
+from __future__ import annotations
+
+import asyncio
+import json
+import logging
+import sys
+import time
+import uuid
+from dataclasses import dataclass, field
+from typing import Any
+
+from langchain_core.messages import HumanMessage, SystemMessage
+
+from eval.config import JourneyFixture, discover_journey_fixtures
+from eval.mock_executor import MockExecutor
+from eval import langfuse_eval
+
+logger = logging.getLogger(__name__)
+
+# ── Special commands ─────────────────────────────────────────────────────
+
+_CMD_DONE = "/done"
+_CMD_QUIT = "/quit"
+_CMD_TEMPLATE = "/template"
+_CMD_HELP = "/help"
+
+_HELP_TEXT = f"""\
+  {_CMD_DONE}       — End the conversation and proceed to evaluation
+  {_CMD_QUIT}       — Abort without evaluation
+  {_CMD_TEMPLATE}   — Show the generated template (if any)
+  {_CMD_HELP}       — Show this help"""
+
+# ── Terminal colours (ANSI) ──────────────────────────────────────────────
+
+_C_RESET = "\033[0m"
+_C_BOLD = "\033[1m"
+_C_DIM = "\033[2m"
+_C_CYAN = "\033[36m"
+_C_GREEN = "\033[32m"
+_C_YELLOW = "\033[33m"
+_C_MAGENTA = "\033[35m"
+_C_RED = "\033[31m"
+_C_BLUE = "\033[34m"
+
+
+def _print_header(text: str) -> None:
+    print(f"\n{_C_BOLD}{_C_CYAN}{'═' * 80}")
+    print(f"  {text}")
+    print(f"{'═' * 80}{_C_RESET}\n")
+
+
+def _print_ai(text: str) -> None:
+    print(f"\n{_C_GREEN}{_C_BOLD}AI:{_C_RESET} {text}\n")
+
+
+def _print_system(text: str) -> None:
+    print(f"{_C_DIM}{text}{_C_RESET}")
+
+
+def _print_score(label: str, score: float) -> None:
+    if score >= 0.7:
+        color = _C_GREEN
+        tag = "PASS"
+    elif score >= 0.4:
+        color = _C_YELLOW
+        tag = "PARTIAL"
+    else:
+        color = _C_RED
+        tag = "FAIL"
+    print(f"  {color}{tag:>7}{_C_RESET} ({score:.1f}) {label}")
+
+
+# ── Result type ──────────────────────────────────────────────────────────
+
+
+@dataclass
+class InteractiveResult:
+    fixture_name: str
+    model: str
+    judge_model: str
+    prompt_template: str | None
+    conversation: list[dict[str, str]]
+    user_comment: str
+    done: bool
+    criteria_scores: dict[str, float]
+    overall_score: float
+    judge_reasoning: str
+    elapsed_seconds: float
+
+    def summary(self) -> dict[str, Any]:
+        return {
+            "fixture": self.fixture_name,
+            "model": self.model,
+            "judge_model": self.judge_model,
+            "done": self.done,
+            "turns": len([c for c in self.conversation if c["role"] == "user"]),
+            "overall_score": round(self.overall_score, 3),
+            "user_comment": self.user_comment,
+            "criteria_scores": {k: round(v, 3) for k, v in self.criteria_scores.items()},
+            "elapsed_s": round(self.elapsed_seconds, 1),
+        }
+
+
+# ── LLM judge ────────────────────────────────────────────────────────────
+
+_INTERACTIVE_JUDGE_SYSTEM = """\
+You are an evaluation judge for AI-generated prompt templates produced during
+an interactive conversation between a human and a journey chatbot.
+
+The chatbot explored a directory and through multi-turn conversation with the
+user produced a prompt_template — an instruction set for a data-extraction agent.
+
+You have access to:
+- The full conversation transcript
+- The generated prompt_template (if any)
+- The user's own comment about the interaction
+- A list of quality criteria
+
+Score each criterion from 0 to 1:
+  - 1.0: Fully satisfied
+  - 0.5: Partially satisfied
+  - 0.0: Not satisfied
+
+Also provide an overall_quality score (0-1) evaluating the conversation flow,
+how well the AI understood the user, and the template quality.
+
+Respond with ONLY a JSON object:
+{
+  "criteria_scores": {"criterion_1": 0.8, ...},
+  "overall_quality": 0.85,
+  "reasoning": "Brief explanation covering both conversation quality and template accuracy"
+}
+"""
+
+
+async def _judge_interactive(
+    conversation: list[dict[str, str]],
+    prompt_template: str | None,
+    user_comment: str,
+    criteria: list[str],
+    *,
+    judge_model: str = "gpt-4o-mini",
+) -> tuple[dict[str, float], float, str]:
+    """Score an interactive session. Returns (criteria_scores, overall_quality, reasoning)."""
+    from shared.llm import get_llm
+
+    llm = get_llm(model=judge_model, temperature=0)
+
+    conv_text = "\n".join(
+        f"{'USER' if t['role'] == 'user' else 'AI'}: {t['content']}"
+        for t in conversation
+    )
+    criteria_text = "\n".join(f"  {i+1}. {c}" for i, c in enumerate(criteria))
+
+    user_content = (
+        f"## Conversation transcript\n```\n{conv_text}\n```\n\n"
+        f"## Generated prompt_template\n```\n{prompt_template or '(none — conversation did not complete)'}\n```\n\n"
+        f"## User's comment\n{user_comment}\n\n"
+        f"## Criteria to evaluate\n{criteria_text}"
+    )
+
+    try:
+        response = await llm.ainvoke([
+            SystemMessage(content=_INTERACTIVE_JUDGE_SYSTEM),
+            HumanMessage(content=user_content),
+        ])
+        raw = response.content.strip()
+        if raw.startswith("```"):
+            raw = raw.split("```")[1]
+            if raw.startswith("json"):
+                raw = raw[4:]
+        parsed = json.loads(raw.strip())
+
+        scores_raw = parsed.get("criteria_scores", parsed.get("scores", {}))
+        criteria_scores: dict[str, float] = {}
+        for i, criterion in enumerate(criteria):
+            key_candidates = [f"criterion_{i+1}", criterion, criterion[:50], str(i + 1)]
+            score = 0.0
+            for key in key_candidates:
+                if key in scores_raw:
+                    score = float(scores_raw[key])
+                    break
+            if score == 0.0 and i < len(scores_raw):
+                score = float(list(scores_raw.values())[i])
+            criteria_scores[criterion] = score
+
+        overall = float(parsed.get("overall_quality", 0.0))
+        reasoning = str(parsed.get("reasoning", ""))
+        return criteria_scores, overall, reasoning
+
+    except Exception as exc:
+        logger.warning("interactive judge failed: %s", exc)
+        return {c: 0.0 for c in criteria}, 0.0, f"Judge error: {exc}"
+
+
+# ── Interactive session ──────────────────────────────────────────────────
+
+
+async def run_interactive(
+    fixture: JourneyFixture,
+    *,
+    model: str = "gpt-4o",
+    judge_model: str = "gpt-4o-mini",
+    data_dir: Path | None = None,
+) -> InteractiveResult:
+    """Run an interactive journey session in the terminal.
+
+    Parameters
+    ----------
+    data_dir :
+        If set, overrides the fixture's sample-file directory.  The LLM
+        will explore this folder instead of the default
+        ``fixtures/sample_files/…``.  Useful for private test data that
+        shouldn't be committed to git.
+    """
+    from shared.config import settings
+    from shared.ws_context import set_current_user, clear_current_user
+    from app.journey import (
+        handle_journey_start,
+        handle_journey_message,
+        _build_system_prompt,
+    )
+
+    # When --data-dir is given, the MockExecutor's root becomes
+    # data_dir's parent and the journey directory is data_dir's name.
+    # This way the LLM sees a meaningful directory name (not ".") and
+    # MockExecutor resolves paths correctly.
+    # Otherwise, use the fixture's YAML parent and its relative path.
+    if data_dir:
+        mock_root = data_dir.parent
+        journey_directory = data_dir.name
+    else:
+        mock_root = fixture.fixture_path.parent
+        journey_directory = fixture.directory
+
+    mock = MockExecutor(
+        fixture_dir=mock_root,
+        seed_records={},
+    )
+
+    original_model = settings.LLM_MODEL
+    settings.LLM_MODEL = model
+    eval_user_id = f"interactive-{uuid.uuid4().hex[:8]}"
+
+    # ── Show system prompt ───────────────────────────────────────
+    system_prompt = _build_system_prompt(journey_directory, fixture.data_types)
+
+    _print_header("SYSTEM PROMPT")
+    print(f"{_C_DIM}{system_prompt}{_C_RESET}")
+
+    _print_header(f"INTERACTIVE JOURNEY  |  fixture: {fixture.name}  |  model: {model}")
+    print(f"  Data dir: {mock_root}")
+    print(f"  Type your responses. Commands: {_CMD_DONE}, {_CMD_QUIT}, {_CMD_TEMPLATE}, {_CMD_HELP}")
+    print(f"  Judge model: {judge_model}")
+    print(f"  Criteria: {len(fixture.expected_template_criteria)}")
+    print()
+
+    conversation: list[dict[str, str]] = []
+    prompt_template: str | None = None
+    done = False
+    start_time = time.time()
+
+    try:
+        set_current_user(eval_user_id)
+
+        with mock.patch():
+            # ── Start ────────────────────────────────────────────
+            _print_system("Starting journey... (AI is exploring your files)")
+
+            start_frame: dict[str, Any] = {
+                "agent_type": "local",
+                "directory": journey_directory,
+                "data_types": fixture.data_types,
+                "session_id": f"interactive-{uuid.uuid4().hex[:8]}",
+            }
+
+            reply = await handle_journey_start(eval_user_id, start_frame)
+            session_id = reply["session_id"]
+            conversation.append({"role": "assistant", "content": reply["message"]})
+            _print_ai(reply["message"])
+
+            if reply["done"]:
+                prompt_template = reply.get("prompt_template")
+                done = True
+                _print_system("Journey completed on first reply (template generated).")
+
+            # ── Conversation loop ────────────────────────────────
+            while not done:
+                try:
+                    user_input = input(f"{_C_BOLD}{_C_BLUE}YOU:{_C_RESET} ").strip()
+                except (EOFError, KeyboardInterrupt):
+                    print()
+                    user_input = _CMD_QUIT
+
+                if not user_input:
+                    continue
+
+                # Handle commands
+                if user_input.lower() == _CMD_QUIT:
+                    _print_system("Aborted — no evaluation will be performed.")
+                    settings.LLM_MODEL = original_model
+                    clear_current_user()
+                    return InteractiveResult(
+                        fixture_name=fixture.name, model=model, judge_model=judge_model,
+                        prompt_template=None, conversation=conversation,
+                        user_comment="(aborted)", done=False,
+                        criteria_scores={}, overall_score=0.0,
+                        judge_reasoning="Session aborted by user.",
+                        elapsed_seconds=time.time() - start_time,
+                    )
+
+                if user_input.lower() == _CMD_HELP:
+                    print(_HELP_TEXT)
+                    continue
+
+                if user_input.lower() == _CMD_TEMPLATE:
+                    if prompt_template:
+                        print(f"\n{_C_MAGENTA}{prompt_template}{_C_RESET}\n")
+                    else:
+                        _print_system("No template generated yet.")
+                    continue
+
+                if user_input.lower() == _CMD_DONE:
+                    _print_system("Ending conversation...")
+                    break
+
+                # ── Send message to AI ───────────────────────────
+                conversation.append({"role": "user", "content": user_input})
+                _print_system("AI is thinking...")
+
+                msg_frame: dict[str, Any] = {
+                    "session_id": session_id,
+                    "message": user_input,
+                }
+                reply = await handle_journey_message(eval_user_id, msg_frame)
+                conversation.append({"role": "assistant", "content": reply["message"]})
+                _print_ai(reply["message"])
+
+                if reply["done"]:
+                    prompt_template = reply.get("prompt_template")
+                    done = True
+                    _print_system("Journey completed — template generated!")
+
+    except Exception as exc:
+        logger.error("interactive journey failed: %s", exc)
+        _print_system(f"Error: {exc}")
+    finally:
+        settings.LLM_MODEL = original_model
+        clear_current_user()
+
+    elapsed = time.time() - start_time
+    turns = len([c for c in conversation if c["role"] == "user"])
+
+    # ── Show template if generated ───────────────────────────────
+    if prompt_template:
+        _print_header("GENERATED TEMPLATE")
+        print(f"{_C_MAGENTA}{prompt_template}{_C_RESET}\n")
+    else:
+        _print_system("No template was generated during this session.")
+
+    # ── User comment ─────────────────────────────────────────────
+    _print_header("YOUR EVALUATION")
+    print("  Write your comment about this interaction (press Enter twice to finish):")
+    print()
+    comment_lines: list[str] = []
+    try:
+        while True:
+            line = input()
+            if line == "" and comment_lines and comment_lines[-1] == "":
+                comment_lines.pop()  # remove trailing empty
+                break
+            comment_lines.append(line)
+    except (EOFError, KeyboardInterrupt):
+        pass
+    user_comment = "\n".join(comment_lines).strip() or "(no comment)"
+
+    # ── Judge ────────────────────────────────────────────────────
+    _print_header("LLM JUDGE EVALUATION")
+    _print_system(f"Scoring with {judge_model}...")
+
+    criteria_scores, overall_quality, judge_reasoning = await _judge_interactive(
+        conversation=conversation,
+        prompt_template=prompt_template,
+        user_comment=user_comment,
+        criteria=fixture.expected_template_criteria,
+        judge_model=judge_model,
+    )
+
+    # ── Display scores ───────────────────────────────────────────
+    print()
+    for criterion, score in criteria_scores.items():
+        _print_score(criterion, score)
+
+    overall = (
+        sum(criteria_scores.values()) / len(criteria_scores)
+        if criteria_scores
+        else 0.0
+    )
+
+    print(f"\n  {_C_BOLD}Criteria avg:      {overall:.2f}{_C_RESET}")
+    print(f"  {_C_BOLD}Overall quality:   {overall_quality:.2f}{_C_RESET}")
+    print(f"  {_C_BOLD}Turns:             {turns}{_C_RESET}")
+    print(f"  {_C_BOLD}Time:              {elapsed:.1f}s{_C_RESET}")
+    print(f"\n  {_C_DIM}Judge: {judge_reasoning}{_C_RESET}")
+    print(f"  {_C_DIM}Your comment: {user_comment}{_C_RESET}\n")
+
+    result = InteractiveResult(
+        fixture_name=fixture.name,
+        model=model,
+        judge_model=judge_model,
+        prompt_template=prompt_template,
+        conversation=conversation,
+        user_comment=user_comment,
+        done=done,
+        criteria_scores=criteria_scores,
+        overall_score=overall_quality,
+        judge_reasoning=judge_reasoning,
+        elapsed_seconds=elapsed,
+    )
+
+    # ── Report to Langfuse ───────────────────────────────────────
+    trace_id = langfuse_eval.log_eval_trace(
+        fixture_name=fixture.name,
+        model=model,
+        prompt_variant="interactive",
+        prompt_template=prompt_template or "(not generated)",
+        actual_mutations=[{
+            "conversation": conversation[:30],
+            "user_comment": user_comment,
+        }],
+        scores_summary=result.summary(),
+        langfuse_prompt_names=["journey_system"],
+    )
+
+    if trace_id:
+        from eval.scorer import EvalScores
+        scores_obj = EvalScores(
+            fixture_name=fixture.name,
+            model=model,
+            prompt_variant="interactive",
+            precision=overall,
+            recall=float(done),
+            f1=overall,
+            llm_judge_score=overall_quality,
+            llm_judge_reasoning=judge_reasoning,
+        )
+        langfuse_eval.post_eval_scores(scores_obj, trace_id=trace_id)
+        _print_system(f"Results reported to Langfuse (trace: {trace_id})")
+    else:
+        _print_system("Langfuse not configured — results not reported.")
+
+    return result

services/batch-agent/eval/journey_runner.py

@@ -0,0 +1,385 @@
+"""Journey eval runner — tests the prompt_template builder conversation.
+
+For each (journey_fixture × model) combination:
+1. Build a MockExecutor (for filesystem tools used during journey)
+2. Patch execute_on_client
+3. Override LLM_MODEL
+4. Call handle_journey_start to kick off the conversation
+5. Feed simulated user_messages via handle_journey_message
+6. Collect the generated prompt_template
+7. Score it against expected_template_criteria (via LLM judge)
+8. Report to Langfuse
+"""
+
+from __future__ import annotations
+
+import asyncio
+import copy
+import json
+import logging
+import time
+import uuid
+from dataclasses import dataclass, field
+from pathlib import Path
+from typing import Any
+
+from langchain_core.messages import HumanMessage, SystemMessage
+
+from eval.config import JourneyFixture
+from eval.mock_executor import MockExecutor
+from eval import langfuse_eval
+
+logger = logging.getLogger(__name__)
+
+
+# ── Result type ──────────────────────────────────────────────────────────
+
+
+@dataclass
+class JourneyEvalResult:
+    """Result of one journey eval run."""
+
+    fixture_name: str
+    model: str
+    prompt_template: str | None  # the generated template (None if journey failed)
+    conversation_turns: int
+    done: bool  # whether journey reached completion
+    criteria_scores: dict[str, float]  # criterion → 0-1 score
+    overall_score: float  # average of criteria scores
+    judge_reasoning: str
+    elapsed_seconds: float
+
+    def summary(self) -> dict[str, Any]:
+        return {
+            "fixture": self.fixture_name,
+            "model": self.model,
+            "done": self.done,
+            "turns": self.conversation_turns,
+            "overall_score": round(self.overall_score, 3),
+            "criteria_scores": {k: round(v, 3) for k, v in self.criteria_scores.items()},
+            "elapsed_s": round(self.elapsed_seconds, 1),
+        }
+
+
+# ── LLM judge for template quality ──────────────────────────────────────
+
+_JOURNEY_JUDGE_SYSTEM = """\
+You are an evaluation judge for AI-generated prompt templates.
+
+A journey chatbot explored a user's directory structure and through
+conversation produced a prompt_template — an instruction set for a
+data-extraction agent.
+
+Your task: evaluate the generated template against a list of criteria.
+Score each criterion from 0 to 1:
+  - 1.0: Fully satisfied, clearly present in the template
+  - 0.5: Partially satisfied or ambiguously addressed
+  - 0.0: Not satisfied, missing from the template
+
+Respond with ONLY a JSON object:
+{
+  "scores": {"criterion_1": 0.8, "criterion_2": 1.0, ...},
+  "reasoning": "Brief explanation"
+}
+"""
+
+
+async def _judge_template(
+    prompt_template: str,
+    criteria: list[str],
+    *,
+    judge_model: str = "gpt-4o-mini",
+) -> tuple[dict[str, float], str]:
+    """Use an LLM to evaluate a generated prompt_template against criteria.
+
+    Returns (criteria_scores, reasoning).
+    """
+    from shared.llm import get_llm
+
+    llm = get_llm(model=judge_model, temperature=0)
+
+    criteria_text = "\n".join(f"  {i+1}. {c}" for i, c in enumerate(criteria))
+    user_content = (
+        f"## Generated prompt_template\n```\n{prompt_template}\n```\n\n"
+        f"## Criteria to evaluate\n{criteria_text}"
+    )
+
+    try:
+        response = await llm.ainvoke([
+            SystemMessage(content=_JOURNEY_JUDGE_SYSTEM),
+            HumanMessage(content=user_content),
+        ])
+        raw = response.content.strip()
+        if raw.startswith("```"):
+            raw = raw.split("```")[1]
+            if raw.startswith("json"):
+                raw = raw[4:]
+        parsed = json.loads(raw.strip())
+
+        scores_raw = parsed.get("scores", {})
+        # Map criterion keys back to the original criteria text
+        criteria_scores: dict[str, float] = {}
+        for i, criterion in enumerate(criteria):
+            # Try matching by index key or exact criterion text
+            key_candidates = [
+                f"criterion_{i+1}",
+                criterion,
+                criterion[:50],
+                str(i + 1),
+            ]
+            score = 0.0
+            for key in key_candidates:
+                if key in scores_raw:
+                    score = float(scores_raw[key])
+                    break
+            # If no match found, try values in order
+            if score == 0.0 and i < len(scores_raw):
+                score = float(list(scores_raw.values())[i])
+            criteria_scores[criterion] = score
+
+        reasoning = str(parsed.get("reasoning", ""))
+        return criteria_scores, reasoning
+    except Exception as exc:
+        logger.warning("journey_eval: LLM judge failed: %s", exc)
+        return {c: 0.0 for c in criteria}, f"Judge error: {exc}"
+
+
+# ── Journey runner ───────────────────────────────────────────────────────
+
+
+async def run_single_journey_eval(
+    fixture: JourneyFixture,
+    model: str,
+    *,
+    judge_model: str = "gpt-4o-mini",
+    data_dir: Path | None = None,
+) -> JourneyEvalResult:
+    """Execute one journey eval: start \u2192 messages \u2192 score template."""
+    from shared.config import settings
+
+    # When data_dir is given, use its parent as MockExecutor root
+    # and its name as the journey directory so the LLM sees a
+    # meaningful path (not ".").
+    if data_dir:
+        mock_root = data_dir.parent
+        journey_directory = data_dir.name
+    else:
+        mock_root = fixture.fixture_path.parent
+        journey_directory = fixture.directory
+
+    mock = MockExecutor(
+        fixture_dir=mock_root,
+        seed_records={},
+    )
+
+    original_model = settings.LLM_MODEL
+    settings.LLM_MODEL = model
+
+    eval_user_id = f"eval-journey-{uuid.uuid4().hex[:8]}"
+
+    logger.info(
+        "journey_eval: starting %s | model=%s",
+        fixture.name, model,
+    )
+    start_time = time.time()
+
+    prompt_template: str | None = None
+    conversation: list[dict[str, str]] = []
+    done = False
+
+    try:
+        from shared.ws_context import set_current_user, clear_current_user
+        from app.journey import handle_journey_start, handle_journey_message, _sessions
+
+        set_current_user(eval_user_id)
+        with mock.patch():
+            # ── Start the journey ────────────────────────────────
+            start_frame: dict[str, Any] = {
+                "agent_type": "local",
+                "directory": journey_directory,
+                "data_types": fixture.data_types,
+                "session_id": f"eval-{uuid.uuid4().hex[:8]}",
+            }
+
+            reply = await handle_journey_start(eval_user_id, start_frame)
+            session_id = reply["session_id"]
+            conversation.append({"role": "assistant", "content": reply["message"]})
+
+            logger.info(
+                "journey_eval: start reply (%d chars), done=%s",
+                len(reply["message"]), reply["done"],
+            )
+
+            if reply["done"]:
+                prompt_template = reply.get("prompt_template")
+                done = True
+            else:
+                # ── Send user messages ───────────────────────────
+                for i, user_msg in enumerate(fixture.user_messages):
+                    if done:
+                        break
+
+                    conversation.append({"role": "user", "content": user_msg})
+
+                    msg_frame: dict[str, Any] = {
+                        "session_id": session_id,
+                        "message": user_msg,
+                    }
+                    reply = await handle_journey_message(eval_user_id, msg_frame)
+                    conversation.append({"role": "assistant", "content": reply["message"]})
+
+                    logger.info(
+                        "journey_eval: turn %d reply (%d chars), done=%s",
+                        i + 1, len(reply["message"]), reply["done"],
+                    )
+
+                    if reply["done"]:
+                        prompt_template = reply.get("prompt_template")
+                        done = True
+
+                # If not done after all user messages, send a final nudge
+                if not done:
+                    nudge = "Please generate the final prompt_template now. I'm satisfied with the configuration."
+                    conversation.append({"role": "user", "content": nudge})
+
+                    nudge_frame: dict[str, Any] = {
+                        "session_id": session_id,
+                        "message": nudge,
+                    }
+                    reply = await handle_journey_message(eval_user_id, nudge_frame)
+                    conversation.append({"role": "assistant", "content": reply["message"]})
+                    if reply["done"]:
+                        prompt_template = reply.get("prompt_template")
+                        done = True
+
+    except Exception as exc:
+        logger.error("journey_eval: pipeline failed for %s/%s: %s", fixture.name, model, exc)
+    finally:
+        settings.LLM_MODEL = original_model
+        from shared.ws_context import clear_current_user
+        clear_current_user()
+
+    elapsed = time.time() - start_time
+    turns = len([c for c in conversation if c["role"] == "user"])
+
+    logger.info(
+        "journey_eval: completed in %.1fs — %d turns, done=%s, template=%s",
+        elapsed, turns, done, "yes" if prompt_template else "no",
+    )
+
+    # ── Score the template ───────────────────────────────────────
+    criteria_scores: dict[str, float] = {}
+    judge_reasoning = ""
+
+    if prompt_template and fixture.expected_template_criteria:
+        criteria_scores, judge_reasoning = await _judge_template(
+            prompt_template,
+            fixture.expected_template_criteria,
+            judge_model=judge_model,
+        )
+    elif not prompt_template:
+        criteria_scores = {c: 0.0 for c in fixture.expected_template_criteria}
+        judge_reasoning = "No prompt_template was generated — journey did not complete."
+
+    overall = (
+        sum(criteria_scores.values()) / len(criteria_scores)
+        if criteria_scores
+        else 0.0
+    )
+
+    result = JourneyEvalResult(
+        fixture_name=fixture.name,
+        model=model,
+        prompt_template=prompt_template,
+        conversation_turns=turns,
+        done=done,
+        criteria_scores=criteria_scores,
+        overall_score=overall,
+        judge_reasoning=judge_reasoning,
+        elapsed_seconds=elapsed,
+    )
+
+    # ── Report to Langfuse ───────────────────────────────────────
+    trace_id = langfuse_eval.log_eval_trace(
+        fixture_name=fixture.name,
+        model=model,
+        prompt_variant="journey",
+        prompt_template=prompt_template or "(not generated)",
+        actual_mutations=[{"conversation": conversation[:20]}],
+        scores_summary=result.summary(),
+        langfuse_prompt_names=["journey_system"],
+    )
+
+    if trace_id:
+        from eval.scorer import EvalScores
+        scores_obj = EvalScores(
+            fixture_name=fixture.name,
+            model=model,
+            prompt_variant="journey",
+            precision=overall,
+            recall=float(done),
+            f1=overall,
+            llm_judge_score=overall,
+            llm_judge_reasoning=judge_reasoning,
+        )
+        langfuse_eval.post_eval_scores(scores_obj, trace_id=trace_id)
+
+    return result
+
+
+async def run_journey_fixture_eval(
+    fixture: JourneyFixture,
+    models: list[str],
+    *,
+    judge_model: str = "gpt-4o-mini",
+    data_dir: Path | None = None,
+) -> list[JourneyEvalResult]:
+    """Run all models for a journey fixture."""
+    langfuse_eval.sync_journey_fixture_to_dataset(fixture)
+
+    results: list[JourneyEvalResult] = []
+    for model in models:
+        result = await run_single_journey_eval(
+            fixture, model, judge_model=judge_model,
+            data_dir=data_dir,
+        )
+        results.append(result)
+
+    return results
+
+
+def print_journey_results(results: list[JourneyEvalResult]) -> None:
+    """Print a formatted summary of journey eval results."""
+    if not results:
+        print("\nNo journey eval results.")
+        return
+
+    print("\n" + "=" * 95)
+    print(f"{'Fixture':<25} {'Model':<25} {'Done':>5} {'Turns':>6} {'Score':>7} {'Time':>7}")
+    print("-" * 95)
+
+    for r in results:
+        done_str = "yes" if r.done else "NO"
+        print(
+            f"{r.fixture_name:<25} {r.model:<25} {done_str:>5} "
+            f"{r.conversation_turns:>6} {r.overall_score:>7.2f} {r.elapsed_seconds:>6.1f}s"
+        )
+
+    print("=" * 95)
+
+    # Criteria breakdown
+    for r in results:
+        if r.criteria_scores:
+            print(f"\n[{r.model}] Criteria scores:")
+            for criterion, score in r.criteria_scores.items():
+                indicator = "PASS" if score >= 0.7 else "PARTIAL" if score >= 0.4 else "FAIL"
+                print(f"  {indicator:>7} ({score:.1f}) {criterion}")
+
+        if r.judge_reasoning:
+            print(f"  Judge: {r.judge_reasoning}")
+
+        if r.prompt_template:
+            preview = r.prompt_template[:200].replace("\n", " ")
+            print(f"  Template preview: {preview}...")
+
+    print()

services/batch-agent/eval/langfuse_eval.py

@@ -0,0 +1,327 @@
+"""Langfuse evaluation integration — datasets, runs, and scoring.
+
+Uses the Langfuse Python SDK v4 (OpenTelemetry-based) to:
+
+1. **Sync fixtures → Langfuse datasets**: Each YAML fixture becomes a dataset,
+   each prompt variant + expected pair becomes a dataset item.
+
+2. **Track eval runs**: Each (fixture × model × prompt_variant) execution
+   is recorded as a trace with linked scores.
+
+3. **Post scores**: precision, recall, F1, field_accuracy, llm_judge are
+   posted as numeric scores on the trace.
+"""
+
+from __future__ import annotations
+
+import logging
+import os
+from typing import Any
+
+from shared.config import settings
+from eval.config import EvalFixture
+from eval.scorer import EvalScores
+
+logger = logging.getLogger(__name__)
+
+
+def _get_langfuse():
+    """Get or create a Langfuse client instance (SDK v4)."""
+    if not settings.LANGFUSE_SECRET_KEY or not settings.LANGFUSE_PUBLIC_KEY:
+        return None
+    try:
+        os.environ.setdefault("LANGFUSE_SECRET_KEY", settings.LANGFUSE_SECRET_KEY)
+        os.environ.setdefault("LANGFUSE_PUBLIC_KEY", settings.LANGFUSE_PUBLIC_KEY)
+        if settings.LANGFUSE_HOST:
+            os.environ.setdefault("LANGFUSE_HOST", settings.LANGFUSE_HOST)
+        from langfuse import get_client
+        return get_client()
+    except Exception as exc:
+        logger.warning("langfuse_eval: failed to create client: %s", exc)
+        return None
+
+
+def sync_fixture_to_dataset(fixture: EvalFixture) -> str | None:
+    """Create or update a Langfuse dataset from a fixture.
+
+    Each prompt variant becomes a separate dataset item with:
+    - input: {directory, data_types, prompt_template, seed_records}
+    - expected_output: {expected records}
+
+    Returns the dataset name, or None if Langfuse is unavailable.
+    """
+    lf = _get_langfuse()
+    if lf is None:
+        logger.info("langfuse_eval: Langfuse not configured — skipping dataset sync")
+        return None
+
+    dataset_name = f"batch-eval-{fixture.name}"
+
+    try:
+        lf.create_dataset(
+            name=dataset_name,
+            description=fixture.description,
+            metadata={
+                "data_types": ",".join(fixture.data_types),
+                "file_extensions": ",".join(fixture.file_extensions) if fixture.file_extensions else "",
+            },
+        )
+    except Exception:
+        # Dataset may already exist — that's fine
+        pass
+
+    # Build expected_output appropriate to the fixture's mode
+    expected_output: dict[str, Any] = {}
+    if fixture.mode in ("step1", "full") and fixture.expected_classification:
+        expected_output["classifications"] = [
+            {"file": ec.file, "project_id": ec.project_id, "domains": ec.domains}
+            for ec in fixture.expected_classification
+        ]
+    if fixture.mode in ("step2", "full") and fixture.expected:
+        for rec in fixture.expected:
+            expected_output.setdefault(rec.table, []).append(rec.fields)
+
+    item_id = f"{fixture.name}--{fixture.mode}"
+    try:
+        lf.create_dataset_item(
+            dataset_name=dataset_name,
+            id=item_id,
+            input={
+                "directory": fixture.directory,
+                "data_types": fixture.data_types,
+                "mode": fixture.mode,
+                "seed_records": fixture.seed_records,
+            },
+            expected_output=expected_output,
+            metadata={"mode": fixture.mode},
+        )
+    except Exception as exc:
+        logger.warning(
+            "langfuse_eval: failed to upsert dataset item %s: %s", item_id, exc
+        )
+
+    lf.flush()
+    logger.info("langfuse_eval: synced fixture '%s' → dataset '%s'", fixture.name, dataset_name)
+    return dataset_name
+
+
+def sync_journey_fixture_to_dataset(fixture) -> str | None:
+    """Create or update a Langfuse dataset from a journey fixture.
+
+    Each journey fixture becomes a single dataset item with:
+    - input: {directory, data_types, user_messages}
+    - expected_output: {criteria}
+    """
+    lf = _get_langfuse()
+    if lf is None:
+        logger.info("langfuse_eval: Langfuse not configured — skipping journey dataset sync")
+        return None
+
+    dataset_name = f"journey-eval-{fixture.name}"
+
+    try:
+        lf.create_dataset(
+            name=dataset_name,
+            description=fixture.description,
+            metadata={"type": "journey", "data_types": ",".join(fixture.data_types)},
+        )
+    except Exception:
+        pass  # Dataset may already exist
+
+    item_id = f"{fixture.name}--journey"
+    try:
+        lf.create_dataset_item(
+            dataset_name=dataset_name,
+            id=item_id,
+            input={
+                "directory": fixture.directory,
+                "data_types": fixture.data_types,
+                "user_messages": fixture.user_messages,
+            },
+            expected_output={
+                "criteria": fixture.expected_template_criteria,
+            },
+            metadata={"type": "journey"},
+        )
+    except Exception as exc:
+        logger.warning("langfuse_eval: failed to upsert journey dataset item %s: %s", item_id, exc)
+
+    lf.flush()
+    logger.info("langfuse_eval: synced journey fixture '%s' → dataset '%s'", fixture.name, dataset_name)
+    return dataset_name
+
+
+def create_eval_run(
+    dataset_name: str,
+    run_name: str,
+    *,
+    metadata: dict[str, Any] | None = None,
+) -> str:
+    """Create a dataset run in Langfuse. Returns the run name.
+
+    Note: In SDK v4, dataset runs are created implicitly via
+    dataset.run_experiment(). This function is kept for backwards
+    compatibility but may not create a run.
+    """
+    lf = _get_langfuse()
+    if lf is None:
+        return run_name
+
+    try:
+        if hasattr(lf, "create_dataset_run"):
+            lf.create_dataset_run(
+                dataset_name=dataset_name,
+                run_name=run_name,
+                metadata=metadata or {},
+            )
+            lf.flush()
+        else:
+            logger.debug("langfuse_eval: create_dataset_run not available in SDK v4")
+    except Exception as exc:
+        logger.warning("langfuse_eval: failed to create run %s: %s", run_name, exc)
+
+    return run_name
+
+
+def post_eval_scores(
+    scores: EvalScores,
+    *,
+    trace_id: str | None = None,
+    dataset_name: str | None = None,
+    run_name: str | None = None,
+) -> None:
+    """Post evaluation scores to Langfuse.
+
+    If trace_id is provided, scores are attached to that trace.
+    """
+    lf = _get_langfuse()
+    if lf is None:
+        return
+
+    score_data = [
+        ("precision", scores.precision),
+        ("recall", scores.recall),
+        ("f1", scores.f1),
+    ]
+    # Only post field_accuracy when there are field-level scores (step2/full)
+    if scores.field_scores:
+        score_data.append(("field_accuracy", scores.field_accuracy))
+    if scores.llm_judge_score is not None:
+        score_data.append(("llm_judge", scores.llm_judge_score))
+
+    for name, value in score_data:
+        try:
+            lf.create_score(
+                name=name,
+                value=value,
+                trace_id=trace_id,
+                data_type="NUMERIC",
+                comment=f"{scores.fixture_name} | {scores.model} | {scores.prompt_variant}",
+            )
+        except Exception as exc:
+            logger.warning("langfuse_eval: failed to post score %s: %s", name, exc)
+
+    lf.flush()
+    logger.info(
+        "langfuse_eval: posted %d scores for %s/%s/%s",
+        len(score_data), scores.fixture_name, scores.model, scores.prompt_variant,
+    )
+
+
+def log_eval_trace(
+    *,
+    fixture_name: str,
+    model: str,
+    prompt_variant: str,
+    prompt_template: str,
+    actual_mutations: list[dict],
+    scores_summary: dict[str, Any],
+    step1_results: list[dict] | None = None,
+    dataset_name: str | None = None,
+    run_name: str | None = None,
+    dataset_item_id: str | None = None,
+    langfuse_prompt_names: list[str] | None = None,
+) -> str | None:
+    """Create a Langfuse trace for one eval execution and link it to a dataset run.
+
+    Uses SDK v4 observation API (traces are created implicitly by root spans).
+    ``langfuse_prompt_names`` can contain one or two prompt names to link
+    (e.g. ``["batch_file_classifier", "batch_processing"]`` for full mode).
+    Each prompt gets its own generation-type observation for per-version
+    metrics tracking.
+
+    Returns the trace_id, or None if Langfuse is unavailable.
+    """
+    lf = _get_langfuse()
+    if lf is None:
+        return None
+
+    try:
+        from langfuse import propagate_attributes
+
+        # Fetch prompt objects for linking
+        prompt_objs: list[tuple[str, Any]] = []
+        for pname in (langfuse_prompt_names or []):
+            try:
+                obj = lf.get_prompt(name=pname, cache_ttl_seconds=300)
+                prompt_objs.append((pname, obj))
+                logger.info("langfuse_eval: linked prompt '%s' (type=%s)", pname, type(obj).__name__)
+            except Exception as exc:
+                logger.warning("langfuse_eval: prompt '%s' not found — %s", pname, exc)
+
+        # Build trace output dict
+        trace_output: dict[str, Any] = {"scores": scores_summary}
+        if step1_results:
+            trace_output["classifications"] = step1_results
+        if actual_mutations:
+            trace_output["mutations"] = actual_mutations[:50]
+
+        with propagate_attributes(
+            trace_name=f"eval-{fixture_name}",
+            metadata={
+                "eval": "true",
+                "fixture": fixture_name,
+                "model": model,
+                "prompt_variant": prompt_variant,
+            },
+            tags=["eval", f"model:{model}", f"variant:{prompt_variant}"],
+        ):
+            # Root span for the eval run
+            span = lf.start_observation(name=f"eval-{fixture_name}")
+            span.update(
+                input={
+                    "prompt_template": prompt_template,
+                    "model": model,
+                    "prompt_variant": prompt_variant,
+                },
+                output=trace_output,
+            )
+            trace_id = span.trace_id
+
+            # Create a generation-type observation per linked prompt
+            for pname, pobj in prompt_objs:
+                gen = lf.start_observation(
+                    name=f"prompt-{pname}",
+                    prompt=pobj,
+                    as_type="generation",
+                )
+                gen.end()
+
+            # Link to dataset run if available
+            if dataset_name and run_name and dataset_item_id:
+                try:
+                    dataset = lf.get_dataset(dataset_name)
+                    for item in dataset.items:
+                        if item.id == dataset_item_id:
+                            item.link(span, run_name)
+                            break
+                except Exception as exc:
+                    logger.warning("langfuse_eval: failed to link trace to dataset run: %s", exc)
+
+            span.end()
+
+        lf.flush()
+        return trace_id
+    except Exception as exc:
+        logger.warning("langfuse_eval: failed to create eval trace: %s", exc)
+        return None

services/batch-agent/eval/mock_executor.py

@@ -0,0 +1,258 @@
+"""Mock executor — intercepts execute_on_client for offline E2E testing.
+
+Patches ``execute_on_client`` at all usage sites so agent pipeline runs don't
+require a live Electron client or Redis.  Instead:
+
+- **Filesystem actions** (list_directory, read_file_content, get_file_metadata)
+  are served from local fixture files on disk.
+- **Read actions** (select, get) return preseeded records from an in-memory
+  store provided by the test fixture.
+- **Write actions** (insert, update, delete) are captured as *mutations* and
+  stored for later comparison against expected results.
+"""
+
+from __future__ import annotations
+
+import json
+import os
+import time
+import uuid
+from dataclasses import dataclass, field
+from pathlib import Path
+from typing import Any
+from contextlib import contextmanager, asynccontextmanager
+from unittest.mock import AsyncMock, patch
+
+
+@dataclass
+class Mutation:
+    """A single recorded write operation."""
+
+    action: str  # insert | update | delete
+    table: str
+    data: dict[str, Any]
+    timestamp: float = field(default_factory=time.time)
+
+
+# ── Fake DB helpers (used to bypass async_session in full mode) ───────
+
+class _FakeRow:
+    """Mimics an AgentRunLog row returned by SQLAlchemy."""
+    id = 0
+    status = "running"
+    items_processed = 0
+    items_created = 0
+    errors: list[str] = []
+    completed_at = None
+
+    def __setattr__(self, name: str, value: Any) -> None:
+        object.__setattr__(self, name, value)
+
+
+class _FakeResult:
+    """Mimics a SQLAlchemy ``Result`` with ``scalar_one_or_none``."""
+    def __init__(self, row: _FakeRow) -> None:
+        self._row = row
+
+    def scalar_one_or_none(self) -> _FakeRow:
+        return self._row
+
+
+@dataclass
+class MockExecutor:
+    """In-memory executor that replaces Redis-based tool round-trip.
+
+    Parameters
+    ----------
+    fixture_dir : Path
+        Directory containing sample files for filesystem tool calls.
+    seed_records : dict[str, list[dict]]
+        Pre-existing records per table, e.g. ``{"tasks": [...], "projects": [...]}``.
+        The executor returns these for ``select`` / ``get`` actions and auto-updates
+        them on ``insert`` / ``update`` / ``delete`` so subsequent selects reflect changes.
+    """
+
+    fixture_dir: Path
+    seed_records: dict[str, list[dict]] = field(default_factory=dict)
+    mutations: list[Mutation] = field(default_factory=list)
+    _id_counter: int = field(default=1000, repr=False)
+
+    # ── Public API ───────────────────────────────────────────────────
+
+    def reset(self) -> None:
+        """Clear recorded mutations (keep seed_records intact)."""
+        self.mutations.clear()
+
+    def get_mutations(self, *, table: str | None = None, action: str | None = None) -> list[Mutation]:
+        """Filter mutations by table and/or action."""
+        result = self.mutations
+        if table:
+            result = [m for m in result if m.table == table]
+        if action:
+            result = [m for m in result if m.action == action]
+        return result
+
+    def created_records(self, table: str) -> list[dict]:
+        """Return data dicts of all inserts into *table*."""
+        return [m.data for m in self.mutations if m.table == table and m.action == "insert"]
+
+    def updated_records(self, table: str) -> list[dict]:
+        """Return data dicts of all updates to *table*."""
+        return [m.data for m in self.mutations if m.table == table and m.action == "update"]
+
+    # ── Context manager for patching ──────────────────────────────
+
+    @contextmanager
+    def patch(self):
+        """Patch execute_on_client and DB session at all usage sites."""
+        mock_fn = AsyncMock(side_effect=self._handle)
+        targets = [
+            "shared.ws_context.execute_on_client",
+            "app.agent_runner.execute_on_client",
+            "app.agents.filesystem_agent.execute_on_client",
+        ]
+
+        # Mock async_session so run_local_agent / _finalize_run skip real DB
+        fake_row = _FakeRow()
+        fake_db = AsyncMock()
+        fake_db.commit = AsyncMock()
+        fake_db.refresh = AsyncMock()
+        fake_db.execute = AsyncMock(return_value=_FakeResult(fake_row))
+        fake_db.add = lambda obj: None  # noqa: ARG005
+
+        @asynccontextmanager
+        async def _fake_session():
+            yield fake_db
+
+        patches = [patch(t, new=mock_fn) for t in targets]
+        patches.append(patch("app.agent_runner.async_session", _fake_session))
+        for p in patches:
+            p.start()
+        try:
+            yield mock_fn
+        finally:
+            for p in patches:
+                p.stop()
+
+    # ── Internal dispatch ─────────────────────────────────────────
+
+    async def _handle(
+        self,
+        action: str,
+        table: str | None = None,
+        data: dict[str, Any] | None = None,
+        filters: dict[str, Any] | None = None,
+        vector: list[float] | None = None,
+        limit: int | None = None,
+    ) -> dict[str, Any]:
+        # Filesystem
+        if action == "list_directory":
+            return self._list_directory(data or {})
+        if action == "read_file_content":
+            return self._read_file(data or {})
+        if action == "get_file_metadata":
+            return self._get_file_metadata(data or {})
+
+        # CRUD
+        if action == "select":
+            return self._select(table or "", filters)
+        if action == "get":
+            return self._get(table or "", data or {})
+        if action == "insert":
+            return self._insert(table or "", data or {})
+        if action == "update":
+            return self._update(table or "", data or {})
+        if action == "delete":
+            return self._delete(table or "", data or {})
+
+        # Vector (no-op for eval)
+        if action in ("vector_upsert", "vector_search"):
+            return {"rows": []}
+
+        return {"error": f"Unknown action: {action}"}
+
+    # ── Filesystem handlers ───────────────────────────────────────
+
+    def _list_directory(self, data: dict) -> dict:
+        rel_path = data.get("path", "")
+        abs_path = self.fixture_dir / rel_path.lstrip("/\\")
+        if not abs_path.is_dir():
+            return {"entries": []}
+        entries: list[dict] = []
+        for child in sorted(abs_path.iterdir()):
+            entry_type = "directory" if child.is_dir() else "file"
+            # Return paths relative to fixture_dir but with the original prefix
+            entry_path = rel_path.rstrip("/\\") + "/" + child.name
+            entries.append({
+                "name": child.name,
+                "path": entry_path,
+                "type": entry_type,
+            })
+        return {"entries": entries}
+
+    def _read_file(self, data: dict) -> dict:
+        rel_path = data.get("path", "")
+        abs_path = self.fixture_dir / rel_path.lstrip("/\\")
+        if not abs_path.is_file():
+            return {"content": "", "error": f"File not found: {rel_path}"}
+        return {"content": abs_path.read_text(encoding="utf-8", errors="replace")}
+
+    def _get_file_metadata(self, data: dict) -> dict:
+        rel_path = data.get("path", "")
+        abs_path = self.fixture_dir / rel_path.lstrip("/\\")
+        if not abs_path.exists():
+            return {"error": f"Not found: {rel_path}"}
+        stat = abs_path.stat()
+        return {
+            "path": rel_path,
+            "size": stat.st_size,
+            "modifiedAt": int(stat.st_mtime * 1000),
+            "createdAt": int(stat.st_ctime * 1000),
+            "isDirectory": abs_path.is_dir(),
+        }
+
+    # ── CRUD handlers ─────────────────────────────────────────────
+
+    def _select(self, table: str, filters: dict | None) -> dict:
+        rows = list(self.seed_records.get(table, []))
+        if filters:
+            rows = [
+                r for r in rows
+                if all(r.get(k) == v for k, v in filters.items() if v is not None)
+            ]
+        return {"rows": rows}
+
+    def _get(self, table: str, data: dict) -> dict:
+        record_id = data.get("id", "")
+        rows = self.seed_records.get(table, [])
+        for r in rows:
+            if r.get("id") == record_id:
+                return {"row": r}
+        return {"row": None}
+
+    def _insert(self, table: str, data: dict) -> dict:
+        self._id_counter += 1
+        record = {**data, "id": str(self._id_counter)}
+        # Add to seed so subsequent selects can find it
+        self.seed_records.setdefault(table, []).append(record)
+        self.mutations.append(Mutation(action="insert", table=table, data=record))
+        return {"row": record}
+
+    def _update(self, table: str, data: dict) -> dict:
+        record_id = data.get("id", "")
+        rows = self.seed_records.get(table, [])
+        for r in rows:
+            if r.get("id") == record_id:
+                r.update({k: v for k, v in data.items() if v is not None and v != ""})
+                self.mutations.append(Mutation(action="update", table=table, data=dict(r)))
+                return {"row": r}
+        # Record not found — still log the mutation
+        self.mutations.append(Mutation(action="update", table=table, data=data))
+        return {"row": data}
+
+    def _delete(self, table: str, data: dict) -> dict:
+        record_id = data.get("id", "")
+        rows = self.seed_records.get(table, [])
+        self.seed_records[table] = [r for r in rows if r.get("id") != record_id]
+        self.mutations.append(Mutation(action="delete", table=table, data={"id": record_id}))
+        return {"deleted": True}

services/batch-agent/eval/requirements.txt

@@ -0,0 +1,2 @@
+# Extra dependencies for the eval harness (on top of the service requirements.txt)
+pyyaml>=6.0.0

services/batch-agent/eval/runner.py

@@ -0,0 +1,545 @@
+"""Eval runner — orchestrates fixture → mock → agent pipeline → scoring.
+
+Supports three eval modes:
+
+- **step1**: Test classification prompt only (``_STEP1_SYSTEM_PROMPT``).
+  Calls the LLM with fixture-provided ``domain_definitions`` and
+  ``projects_list`` and compares output against ``expected_classification``.
+
+- **step2**: Test processing prompt only (``_PROCESSING_SYSTEM_PROMPT``).
+  Compiles the prompt with fixture-provided ``existing_context``,
+  ``project_context``, ``data_types``, and ``custom_prompt_section``,
+  then runs the tool-calling loop.  Mutations are scored against
+  ``expected`` records.
+
+- **full**: Run ``run_local_agent()`` end-to-end (both steps).
+  Scored on both classification and extraction.
+"""
+
+from __future__ import annotations
+
+import copy
+import json
+import logging
+import time
+import uuid
+from typing import Any
+
+from eval.config import EvalFixture, ExpectedClassification
+from eval.mock_executor import MockExecutor
+from eval.scorer import (
+    EvalScores,
+    FieldScore,
+    compute_precision_recall,
+    llm_judge_score,
+    score_field_match,
+)
+from eval import langfuse_eval
+
+logger = logging.getLogger(__name__)
+
+
+# ── Step 1 runner ─────────────────────────────────────────────────────────
+
+
+async def _run_step1(
+    fixture: EvalFixture,
+    model: str,
+    mock: MockExecutor,
+) -> list[dict[str, Any]]:
+    """Run step-1 classification for every file in the fixture directory.
+
+    Scans the directory recursively, classifies each file, and returns
+    a list of result dicts:
+    ``[{file, project_id, domains, new_project_name}, ...]``
+    """
+    from app.agent_runner import _classify_file
+
+    # Build project name lookup for display
+    proj_names: dict[str, str] = {
+        p.get("id", ""): p.get("name", "") for p in fixture.projects_list
+    }
+
+    # Discover all files in the fixture directory
+    all_files = await _scan_fixture_files(mock, fixture.directory)
+    print(f"\n  Scanning {len(all_files)} files in {fixture.directory}\n")
+
+    results: list[dict[str, Any]] = []
+    for i, file_path in enumerate(all_files, 1):
+        file_result = await mock._handle(
+            action="read_file_content",
+            data={"path": file_path},
+        )
+        file_content: str = file_result.get("content", "")
+        if not file_content.strip():
+            continue
+
+        project_id, domains, new_name = await _classify_file(
+            file_path=file_path,
+            file_content=file_content,
+            projects=fixture.projects_list,
+            config_data_types=fixture.data_types,
+            custom_system_prompt=fixture.custom_step1_prompt or None,
+        )
+
+        short_name = file_path.rsplit("/", 1)[-1] if "/" in file_path else file_path
+        proj_label = proj_names.get(project_id, new_name or "?")
+        print(f"  [{i}/{len(all_files)}] {short_name}  →  {project_id} ({proj_label})  {domains}")
+
+        results.append({
+            "file": file_path,
+            "project_id": project_id,
+            "domains": domains,
+            "new_project_name": new_name,
+        })
+    return results
+
+
+async def _scan_fixture_files(mock: MockExecutor, directory: str) -> list[str]:
+    """Recursively list all files under *directory* via the mock executor."""
+    files: list[str] = []
+
+    async def _walk(path: str) -> None:
+        result = await mock._handle(action="list_directory", data={"path": path})
+        for entry in result.get("entries", []):
+            if entry.get("type") == "directory":
+                await _walk(entry["path"])
+            elif entry.get("type") == "file":
+                files.append(entry["path"])
+
+    await _walk(directory)
+    return sorted(files)
+
+
+def _score_step1(
+    fixture: EvalFixture,
+    results: list[dict[str, Any]],
+) -> tuple[float, float, float, str]:
+    """Score step-1 results. Returns (precision, recall, f1, reasoning).
+
+    Files with expected classifications are scored (OK/FAIL).
+    Files without expectations are shown as informational (INFO).
+    """
+    if not fixture.expected_classification:
+        return 0.0, 0.0, 0.0, "No expected classifications"
+
+    # Build project name lookup
+    proj_names: dict[str, str] = {
+        p.get("id", ""): p.get("name", "") for p in fixture.projects_list
+    }
+    proj_names["new"] = "(new project)"
+
+    def _proj_label(pid: str, new_name: str | None = None) -> str:
+        name = proj_names.get(pid, "?")
+        if pid == "new" and new_name:
+            return f"new → \"{new_name}\""
+        return f"{pid} ({name})" if name and name != "?" else pid
+
+    def _short_file(path: str) -> str:
+        """Use just the filename for cleaner display."""
+        return path.rsplit("/", 1)[-1] if "/" in path else path
+
+    expected_files = {ec.file for ec in fixture.expected_classification}
+    total = len(fixture.expected_classification)
+    matched = 0
+
+    scored_lines: list[str] = []
+    info_lines: list[str] = []
+
+    # Score expected files
+    for ec in fixture.expected_classification:
+        actual = next((r for r in results if r["file"] == ec.file), None)
+        fname = _short_file(ec.file)
+        if actual is None:
+            scored_lines.append(f"  MISS  {fname}")
+            scored_lines.append(f"          expected: {_proj_label(ec.project_id)}")
+            continue
+
+        pid_ok = actual["project_id"] == ec.project_id
+        domains_ok = set(actual["domains"]) == set(ec.domains) if ec.domains else True
+
+        if pid_ok and domains_ok:
+            matched += 1
+            scored_lines.append(f"  OK    {fname}")
+            scored_lines.append(f"          project: {_proj_label(actual['project_id'])}")
+            scored_lines.append(f"          domains: {actual['domains']}")
+        else:
+            scored_lines.append(f"  FAIL  {fname}")
+            if not pid_ok:
+                scored_lines.append(f"          project: {_proj_label(actual['project_id'])}  (expected: {_proj_label(ec.project_id)})")
+            else:
+                scored_lines.append(f"          project: {_proj_label(actual['project_id'])}")
+            if not domains_ok:
+                scored_lines.append(f"          domains: {actual['domains']}  (expected: {ec.domains})")
+            else:
+                scored_lines.append(f"          domains: {actual['domains']}")
+
+    # Show unscored files
+    for r in results:
+        if r["file"] not in expected_files:
+            fname = _short_file(r["file"])
+            proj = _proj_label(r["project_id"], r.get("new_project_name"))
+            info_lines.append(f"  ·     {fname}")
+            info_lines.append(f"          project: {proj}  |  domains: {r['domains']}")
+
+    precision = matched / total if total > 0 else 0.0
+    recall = precision
+    f1 = precision
+
+    parts: list[str] = []
+    if scored_lines:
+        parts.append(f"Scored ({matched}/{total}):")
+        parts.extend(scored_lines)
+    if info_lines:
+        parts.append(f"\nOther files ({len(info_lines) // 2}):")
+        parts.extend(info_lines)
+
+    return precision, recall, f1, "\n".join(parts)
+
+
+# ── Step 2 runner ─────────────────────────────────────────────────────────
+
+
+async def _run_step2(
+    fixture: EvalFixture,
+    model: str,
+    mock: MockExecutor,
+) -> None:
+    """Run step-2 processing for each file in the fixture directory.
+
+    Compiles ``_PROCESSING_SYSTEM_PROMPT`` with fixture-provided variables
+    and runs the tool-calling loop.  Mutations are captured by the mock.
+    """
+    from app.agent_runner import (
+        _PROCESSING_SYSTEM_PROMPT,
+        _build_processing_tools,
+        _run_agent_with_tools,
+        _MAX_PROCESSING_STEPS,
+    )
+    from app import tracing
+
+    # Compile the processing prompt with fixture variables
+    system_prompt = tracing.compile_prompt(
+        "batch_processing",
+        fallback=_PROCESSING_SYSTEM_PROMPT,
+        variables={
+            "existing_context": fixture.existing_context,
+            "project_context": fixture.project_context,
+            "data_types": ", ".join(fixture.data_types),
+            "custom_prompt_section": fixture.custom_prompt_section,
+        },
+    )
+
+    tools = _build_processing_tools(fixture.data_types)
+
+    # Scan files in the fixture directory
+    file_entries = await mock._handle(
+        action="list_directory",
+        data={"path": fixture.directory},
+    )
+    for entry in file_entries.get("entries", []):
+        if entry.get("type") != "file":
+            continue
+        # Filter by extension if specified
+        if fixture.file_extensions:
+            ext = entry["name"].rsplit(".", 1)[-1] if "." in entry["name"] else ""
+            if ext not in fixture.file_extensions:
+                continue
+
+        file_result = await mock._handle(
+            action="read_file_content",
+            data={"path": entry["path"]},
+        )
+        file_content: str = file_result.get("content", "")
+        if not file_content.strip():
+            continue
+
+        await _run_agent_with_tools(
+            system_prompt=system_prompt,
+            user_message=(
+                f"Process this file and extract relevant information.\n\n"
+                f"File: {entry['path']}\n\nContent:\n{file_content}"
+            ),
+            tools=tools,
+            max_steps=_MAX_PROCESSING_STEPS,
+        )
+
+
+# ── Full runner ───────────────────────────────────────────────────────────
+
+
+async def _run_full(
+    fixture: EvalFixture,
+    model: str,
+    mock: MockExecutor,
+    user_id: str,
+) -> None:
+    """Run the full two-step pipeline via ``run_local_agent``."""
+    from app.agent_runner import run_local_agent
+
+    trigger_data: dict[str, Any] = {
+        "type": "agent_trigger",
+        "directory": fixture.directory,
+        "directory_paths": [fixture.directory],
+        "data_types": fixture.data_types,
+        "file_extensions": fixture.file_extensions,
+        "prompt_template": fixture.custom_prompt_section,
+        "device_id": "eval-harness",
+        "run_context": {
+            "agent_id": f"eval-{fixture.name}",
+            "run_id": None,
+        },
+    }
+
+    with mock.patch():
+        await run_local_agent(user_id, trigger_data)
+
+
+# ── Scoring helpers ───────────────────────────────────────────────────────
+
+
+def _score_mutations(
+    fixture: EvalFixture,
+    mock: MockExecutor,
+) -> tuple[list[FieldScore], float, float, float, int, int]:
+    """Score mutations against expected records.
+
+    Returns (field_scores, precision, recall, f1, extra, missing).
+    """
+    all_field_scores: list[FieldScore] = []
+    total_expected = 0
+    total_actual = 0
+    total_matched = 0
+    total_extra = 0
+    total_missing = 0
+
+    expected_by_table: dict[str, list[dict]] = {}
+    for rec in fixture.expected:
+        expected_by_table.setdefault(rec.table, []).append(rec.fields)
+
+    tables = set(expected_by_table.keys()) | {m.table for m in mock.mutations}
+    for table in tables:
+        expected_records = expected_by_table.get(table, [])
+        actual_records = mock.created_records(table) + mock.updated_records(table)
+
+        field_scores, extra, missing = score_field_match(expected_records, actual_records, table)
+        all_field_scores.extend(field_scores)
+
+        matched = sum(1 for s in field_scores if s.best_match is not None)
+        total_expected += len(expected_records)
+        total_actual += len(actual_records)
+        total_matched += matched
+        total_extra += extra
+        total_missing += missing
+
+    precision, recall, f1 = compute_precision_recall(total_expected, total_actual, total_matched)
+    return all_field_scores, precision, recall, f1, total_extra, total_missing
+
+
+# ── Main entry point ──────────────────────────────────────────────────────
+
+
+async def run_single_eval(
+    fixture: EvalFixture,
+    model: str,
+    *,
+    use_llm_judge: bool = True,
+    judge_model: str = "gpt-4o-mini",
+) -> EvalScores:
+    """Execute one eval run for a fixture + model.  Mode is read from the fixture."""
+    from shared.config import settings
+    from shared.ws_context import set_current_user, clear_current_user
+
+    seed = copy.deepcopy(fixture.seed_records)
+    mock = MockExecutor(
+        fixture_dir=fixture.fixture_path.parent,
+        seed_records=seed,
+    )
+
+    original_model = settings.LLM_MODEL
+    settings.LLM_MODEL = model
+    eval_user_id = str(uuid.uuid4())
+
+    logger.info(
+        "eval: starting %s | mode=%s | model=%s",
+        fixture.name, fixture.mode, model,
+    )
+    start_time = time.time()
+
+    step1_results: list[dict[str, Any]] = []
+    step1_reasoning = ""
+
+    try:
+        set_current_user(eval_user_id)
+
+        if fixture.mode == "step1":
+            with mock.patch():
+                step1_results = await _run_step1(fixture, model, mock)
+
+        elif fixture.mode == "step2":
+            with mock.patch():
+                await _run_step2(fixture, model, mock)
+
+        elif fixture.mode == "full":
+            with mock.patch():
+                # Step 1 — classification (independent from run_local_agent)
+                if fixture.expected_classification:
+                    step1_results = await _run_step1(fixture, model, mock)
+
+            # Step 2 — full pipeline (run_local_agent handles both steps)
+            await _run_full(fixture, model, mock, eval_user_id)
+
+    except Exception as exc:
+        logger.error("eval: pipeline failed for %s/%s: %s", fixture.name, model, exc)
+    finally:
+        settings.LLM_MODEL = original_model
+        clear_current_user()
+
+    elapsed = time.time() - start_time
+    logger.info("eval: completed in %.1fs — %d mutations", elapsed, len(mock.mutations))
+
+    # ── Score ─────────────────────────────────────────────────────
+
+    if fixture.mode == "step1":
+        s1_precision, s1_recall, s1_f1, step1_reasoning = _score_step1(fixture, step1_results)
+        scores = EvalScores(
+            fixture_name=fixture.name,
+            model=model,
+            prompt_variant=fixture.mode,
+            precision=s1_precision,
+            recall=s1_recall,
+            f1=s1_f1,
+            llm_judge_reasoning=step1_reasoning,
+        )
+    else:
+        # step2 or full — score mutations
+        field_scores, precision, recall, f1, extra, missing = _score_mutations(fixture, mock)
+        scores = EvalScores(
+            fixture_name=fixture.name,
+            model=model,
+            prompt_variant=fixture.mode,
+            field_scores=field_scores,
+            precision=precision,
+            recall=recall,
+            f1=f1,
+            extra_records=extra,
+            missing_records=missing,
+        )
+
+        # Add step1 classification scores for full mode
+        if fixture.mode == "full" and fixture.expected_classification:
+            s1_p, s1_r, s1_f1, step1_reasoning = _score_step1(fixture, step1_results)
+            scores.llm_judge_reasoning = f"Step1 classification:\n{step1_reasoning}"
+
+        # Optional LLM judge for extraction quality
+        if use_llm_judge and fixture.expected:
+            all_expected = [r.fields for r in fixture.expected]
+            all_actual = [m.data for m in mock.mutations if m.action in ("insert", "update")]
+            judge_score, reasoning = await llm_judge_score(
+                all_expected, all_actual, judge_model=judge_model,
+            )
+            scores.llm_judge_score = judge_score
+            if step1_reasoning:
+                scores.llm_judge_reasoning += f"\n\nLLM judge:\n{reasoning}"
+            else:
+                scores.llm_judge_reasoning = reasoning
+
+    # ── Report to Langfuse ────────────────────────────────────────
+    prompt_names = {
+        "step1": ["batch_file_classifier"],
+        "step2": ["batch_processing"],
+        "full": ["batch_file_classifier", "batch_processing"],
+    }.get(fixture.mode, ["batch_processing"])
+
+    trace_id = langfuse_eval.log_eval_trace(
+        fixture_name=fixture.name,
+        model=model,
+        prompt_variant=fixture.mode,
+        prompt_template=fixture.custom_prompt_section or "(default)",
+        actual_mutations=[{"action": m.action, "table": m.table, "data": m.data} for m in mock.mutations],
+        scores_summary=scores.summary(),
+        step1_results=step1_results or None,
+        langfuse_prompt_names=prompt_names,
+    )
+
+    if trace_id:
+        langfuse_eval.post_eval_scores(scores, trace_id=trace_id)
+
+        # For full mode, post classification scores separately
+        if fixture.mode == "full" and fixture.expected_classification:
+            s1_p, s1_r, s1_f1, _ = _score_step1(fixture, step1_results)
+            for name, value in [
+                ("classification_precision", s1_p),
+                ("classification_recall", s1_r),
+                ("classification_f1", s1_f1),
+            ]:
+                try:
+                    from langfuse import get_client
+                    lf = get_client()
+                    if lf:
+                        lf.create_score(
+                            name=name,
+                            value=value,
+                            trace_id=trace_id,
+                            data_type="NUMERIC",
+                            comment=f"{fixture.name} | {model} | full",
+                        )
+                except Exception:
+                    pass
+
+    return scores
+
+
+async def run_fixture_eval(
+    fixture: EvalFixture,
+    models: list[str],
+    *,
+    use_llm_judge: bool = True,
+    judge_model: str = "gpt-4o-mini",
+) -> list[EvalScores]:
+    """Run all models for a fixture."""
+    langfuse_eval.sync_fixture_to_dataset(fixture)
+
+    results: list[EvalScores] = []
+    for model in models:
+        scores = await run_single_eval(
+            fixture, model,
+            use_llm_judge=use_llm_judge,
+            judge_model=judge_model,
+        )
+        results.append(scores)
+
+    return results
+
+
+def print_results(results: list[EvalScores]) -> None:
+    """Print a formatted summary table of eval results."""
+    if not results:
+        print("\nNo eval results.")
+        return
+
+    W = 90
+
+    print("\n" + "=" * W)
+    print(f"{'Fixture':<25} {'Mode':<6} {'Model':<25} {'P':>6} {'R':>6} {'F1':>6} {'FA':>6} {'LLM':>6}")
+    print("-" * W)
+
+    for s in results:
+        llm_str = f"{s.llm_judge_score:.2f}" if s.llm_judge_score is not None else "  --"
+        fa_str = f"{s.field_accuracy:.2f}" if s.field_scores else "  --"
+        print(
+            f"{s.fixture_name:<25} {s.prompt_variant:<6} {s.model:<25} "
+            f"{s.precision:>6.2f} {s.recall:>6.2f} {s.f1:>6.2f} "
+            f"{fa_str:>6} {llm_str:>6}"
+        )
+
+    print("=" * W)
+
+    for s in results:
+        if s.llm_judge_reasoning:
+            print(f"\n{'─' * W}")
+            print(f"  {s.fixture_name}  |  {s.model}  |  {s.prompt_variant}")
+            print(f"{'─' * W}")
+            print(s.llm_judge_reasoning)
+
+    print()

services/batch-agent/eval/scorer.py

@@ -0,0 +1,268 @@
+"""Scoring functions for batch agent evaluation.
+
+Two scoring strategies:
+
+1. **FieldMatchScorer** — deterministic check: for each expected record,
+   find the best-matching actual record and compare specified fields.
+   Returns precision, recall, and per-field accuracy.
+
+2. **LLMJudgeScorer** — uses a secondary LLM to semantically evaluate
+   whether the actual extractions satisfy the expected intent, even if
+   wording differs.  Returns a 0-1 score + reasoning.
+"""
+
+from __future__ import annotations
+
+import json
+import logging
+from dataclasses import dataclass, field
+from difflib import SequenceMatcher
+from typing import Any
+
+from langchain_core.messages import HumanMessage, SystemMessage
+
+logger = logging.getLogger(__name__)
+
+
+# ── Result types ─────────────────────────────────────────────────────────
+
+
+@dataclass
+class FieldScore:
+    """Score for a single expected record against its best match."""
+
+    expected: dict[str, Any]
+    best_match: dict[str, Any] | None
+    matched_fields: dict[str, bool]
+    similarity: float  # 0-1 overall similarity
+
+    @property
+    def field_accuracy(self) -> float:
+        if not self.matched_fields:
+            return 0.0
+        return sum(self.matched_fields.values()) / len(self.matched_fields)
+
+
+@dataclass
+class EvalScores:
+    """Aggregated scores for one eval run."""
+
+    fixture_name: str
+    model: str
+    prompt_variant: str
+    field_scores: list[FieldScore] = field(default_factory=list)
+    precision: float = 0.0
+    recall: float = 0.0
+    f1: float = 0.0
+    llm_judge_score: float | None = None
+    llm_judge_reasoning: str = ""
+    extra_records: int = 0  # records created but not expected
+    missing_records: int = 0  # expected but not found
+
+    @property
+    def field_accuracy(self) -> float:
+        if not self.field_scores:
+            return 0.0
+        return sum(s.field_accuracy for s in self.field_scores) / len(self.field_scores)
+
+    def summary(self) -> dict[str, Any]:
+        return {
+            "fixture": self.fixture_name,
+            "model": self.model,
+            "prompt_variant": self.prompt_variant,
+            "precision": round(self.precision, 3),
+            "recall": round(self.recall, 3),
+            "f1": round(self.f1, 3),
+            "field_accuracy": round(self.field_accuracy, 3),
+            "llm_judge_score": round(self.llm_judge_score, 3) if self.llm_judge_score is not None else None,
+            "extra_records": self.extra_records,
+            "missing_records": self.missing_records,
+        }
+
+
+# ── Field Match Scorer ───────────────────────────────────────────────────
+
+
+def _normalize(value: Any) -> str:
+    """Normalize a value for comparison."""
+    if value is None:
+        return ""
+    return str(value).strip().lower()
+
+
+def _text_similarity(a: str, b: str) -> float:
+    """Fuzzy text similarity using SequenceMatcher."""
+    if not a and not b:
+        return 1.0
+    if not a or not b:
+        return 0.0
+    return SequenceMatcher(None, a.lower(), b.lower()).ratio()
+
+
+def _find_best_match(
+    expected: dict[str, Any],
+    actuals: list[dict[str, Any]],
+) -> tuple[dict[str, Any] | None, float]:
+    """Find the actual record most similar to expected, return (match, similarity)."""
+    if not actuals:
+        return None, 0.0
+
+    best_match = None
+    best_score = 0.0
+
+    # Primary matching key: title or name
+    expected_title = _normalize(expected.get("title", expected.get("name", "")))
+
+    for actual in actuals:
+        actual_title = _normalize(actual.get("title", actual.get("name", "")))
+        sim = _text_similarity(expected_title, actual_title)
+        if sim > best_score:
+            best_score = sim
+            best_match = actual
+
+    return best_match, best_score
+
+
+def _compare_fields(
+    expected: dict[str, Any],
+    actual: dict[str, Any],
+) -> dict[str, bool]:
+    """Compare each expected field against the actual record."""
+    results: dict[str, bool] = {}
+    for key, expected_val in expected.items():
+        actual_val = actual.get(key)
+        # Exact match for non-string types
+        if not isinstance(expected_val, str):
+            results[key] = actual_val == expected_val
+        else:
+            # Fuzzy match for strings (threshold: 0.7)
+            results[key] = _text_similarity(
+                _normalize(expected_val), _normalize(actual_val)
+            ) >= 0.7
+    return results
+
+
+def score_field_match(
+    expected_records: list[dict[str, Any]],
+    actual_records: list[dict[str, Any]],
+    table: str,
+) -> tuple[list[FieldScore], int, int]:
+    """Score actual extractions against expected records for one table.
+
+    Returns (field_scores, extra_count, missing_count).
+    """
+    field_scores: list[FieldScore] = []
+    matched_actuals: set[int] = set()
+
+    for exp in expected_records:
+        # Find best match among unmatched actuals
+        candidates = [
+            (i, a) for i, a in enumerate(actual_records) if i not in matched_actuals
+        ]
+        if not candidates:
+            field_scores.append(FieldScore(
+                expected=exp, best_match=None, matched_fields={}, similarity=0.0,
+            ))
+            continue
+
+        best_idx, best_match = None, None
+        best_sim = 0.0
+        for idx, actual in candidates:
+            _, sim = _find_best_match(exp, [actual])
+            if sim > best_sim:
+                best_sim = sim
+                best_idx = idx
+                best_match = actual
+
+        if best_sim >= 0.5 and best_match is not None:
+            matched_actuals.add(best_idx)
+            matched_fields = _compare_fields(exp, best_match)
+            field_scores.append(FieldScore(
+                expected=exp, best_match=best_match,
+                matched_fields=matched_fields, similarity=best_sim,
+            ))
+        else:
+            field_scores.append(FieldScore(
+                expected=exp, best_match=None, matched_fields={}, similarity=0.0,
+            ))
+
+    extra_count = len(actual_records) - len(matched_actuals)
+    missing_count = sum(1 for s in field_scores if s.best_match is None)
+
+    return field_scores, extra_count, missing_count
+
+
+def compute_precision_recall(
+    expected_count: int,
+    actual_count: int,
+    matched_count: int,
+) -> tuple[float, float, float]:
+    """Compute precision, recall, F1."""
+    precision = matched_count / actual_count if actual_count > 0 else 0.0
+    recall = matched_count / expected_count if expected_count > 0 else 0.0
+    f1 = (
+        2 * precision * recall / (precision + recall)
+        if (precision + recall) > 0
+        else 0.0
+    )
+    return precision, recall, f1
+
+
+# ── LLM Judge Scorer ─────────────────────────────────────────────────────
+
+_JUDGE_SYSTEM_PROMPT = """\
+You are an evaluation judge for a data extraction system.
+
+Your task is to compare the EXPECTED extractions against the ACTUAL extractions
+produced by an AI agent, and assess quality on a 0-1 scale.
+
+Scoring criteria:
+- 1.0: All expected records found with correct fields, no significant extras
+- 0.8: Most expected records found, minor field differences or extras
+- 0.6: Core extractions present but some missing or incorrect
+- 0.4: Partial match — several expected records missing or wrong
+- 0.2: Poor quality — most expected records missing or incorrect
+- 0.0: Complete failure — no meaningful overlap
+
+Consider semantic equivalence: "Send invoice" and "Email the invoice" are matches.
+Ignore field ordering and formatting differences.
+
+Respond with ONLY a JSON object:
+{"score": 0.85, "reasoning": "Brief explanation of the score"}
+"""
+
+
+async def llm_judge_score(
+    expected: list[dict[str, Any]],
+    actual: list[dict[str, Any]],
+    *,
+    judge_model: str = "gpt-4o-mini",
+) -> tuple[float, str]:
+    """Use an LLM to semantically evaluate extraction quality.
+
+    Returns (score, reasoning).
+    """
+    from shared.llm import get_llm
+
+    llm = get_llm(model=judge_model, temperature=0)
+
+    user_content = (
+        f"## Expected extractions\n```json\n{json.dumps(expected, indent=2, default=str)}\n```\n\n"
+        f"## Actual extractions\n```json\n{json.dumps(actual, indent=2, default=str)}\n```"
+    )
+
+    try:
+        response = await llm.ainvoke([
+            SystemMessage(content=_JUDGE_SYSTEM_PROMPT),
+            HumanMessage(content=user_content),
+        ])
+        raw = response.content.strip()
+        if raw.startswith("```"):
+            raw = raw.split("```")[1]
+            if raw.startswith("json"):
+                raw = raw[4:]
+        parsed = json.loads(raw.strip())
+        return float(parsed.get("score", 0.0)), str(parsed.get("reasoning", ""))
+    except Exception as exc:
+        logger.warning("eval: LLM judge failed: %s", exc)
+        return 0.0, f"Judge error: {exc}"

services/batch-agent/requirements.txt

@@ -0,0 +1,21 @@
+fastapi>=0.115.0
+uvicorn[standard]>=0.34.0
+gunicorn>=22.0.0
+pydantic>=2.10.0
+pydantic-settings>=2.7.0
+sqlalchemy>=2.0.0
+asyncpg>=0.30.0
+redis>=5.0.0
+cryptography>=42.0.0
+python-dotenv>=1.0.0
+langchain-core>=0.3.0
+langchain-openai>=0.3.0
+langchain-litellm>=0.3.0
+litellm>=1.50.0
+openai>=1.50.0
+httpx>=0.27.0
+langfuse>=3.0.0
+croniter>=2.0.0
+google-api-python-client>=2.130.0
+google-auth>=2.30.0
+msal>=1.28.0

services/billing/README.md

@@ -0,0 +1,15 @@
+# Billing Service
+
+Owns: Stripe integration, tier management, subscription CRUD.
+
+## Tables owned (write)
+- `subscriptions`
+
+## Endpoints
+- `POST /billing/checkout`
+- `POST /billing/webhook` (Stripe, no JWT auth)
+- `GET /billing/subscription`
+- `DELETE /billing/subscription`
+
+## Redis channels
+- Publish: `tier:changed:{user_id}` on tier change

services/chat/Dockerfile

@@ -0,0 +1,36 @@
+# ── builder ──────────────────────────────────────────────────────────────────
+FROM python:3.12-slim AS builder
+
+WORKDIR /build
+
+COPY services/chat/requirements.txt ./requirements.txt
+RUN pip install --upgrade pip && \
+    pip install --no-cache-dir --prefix=/install -r requirements.txt
+
+# ── runtime ──────────────────────────────────────────────────────────────────
+FROM python:3.12-slim AS runtime
+
+RUN addgroup --system appgroup && adduser --system --ingroup appgroup appuser
+
+WORKDIR /app
+
+COPY --from=builder /install /usr/local
+
+# Shared module
+COPY shared/ shared/
+
+# Service source
+COPY services/chat/app/ app/
+
+RUN chown -R appuser:appgroup /app
+
+USER appuser
+
+EXPOSE 8000
+
+# Chat service is CPU-bound (LLM calls) — use multiple workers
+CMD ["gunicorn", "app.main:app", \
+     "-k", "uvicorn.workers.UvicornWorker", \
+     "--bind", "0.0.0.0:8000", \
+     "--workers", "2", \
+     "--timeout", "120"]

services/chat/README.md

@@ -0,0 +1,21 @@
+# Chat Service
+
+Owns: deep_agent (home + floating chat), memory middleware, domain agents
+(task, note, project, timeline), LLM orchestration.
+
+## Tables owned
+- `memory_core`
+- `memory_associative`
+- `memory_episodic`
+- `memory_proactive`
+
+## Tables read (cross-service)
+- `users` (for encryption_key — memory decryption)
+
+## Endpoints
+- `POST /chat` (REST fallback)
+
+## Redis channels
+- Subscribe: `chat:request:{user_id}`
+- Publish: `ws:out:{user_id}` (stream frames + tool calls)
+- BRPOP: `tool:result:{call_id}` (30s timeout)

services/chat/app/deep_agent.py

@@ -0,0 +1,883 @@
+"""Single-agent runners for home and floating chat contexts.
+
+Adapted from app/core/deep_agent.py for the Chat Service.
+Import paths changed to use local app modules and shared/.
+"""
+
+from __future__ import annotations
+
+import json
+import logging
+import re
+from datetime import date
+from collections.abc import AsyncGenerator
+from typing import Any, Literal
+
+from langchain_core.messages import AIMessage, HumanMessage, SystemMessage, ToolMessage
+from langchain_core.tools import tool
+
+from shared.agents.note_agent import NOTE_TOOLS
+from shared.agents.project_agent import PROJECT_TOOLS
+from shared.agents.task_agent import TASK_TOOLS
+from shared.agents.timeline_agent import TIMELINE_TOOLS
+from shared.llm import get_llm
+from app.memory_middleware import MemoryMiddleware
+from shared.ws_context import clear_tool_result_collector, execute_on_client, set_tool_result_collector
+from app import tracing
+from shared.db import async_session
+
+logger = logging.getLogger(__name__)
+
+FloatingDomainType = Literal["task", "timeline", "project", "node"]
+FloatingDomainSection = Literal["task", "timeline", "note"]
+
+_HOME_SINGLE_AGENT_SYSTEM = (
+    "You are the home assistant with direct access to all tools: tasks, projects, notes, timelines, and memory tools. "
+    "Always use tools for factual data retrieval before answering. "
+    "When the user asks to remember, forget, or update what you know about them, use memory tools. "
+    "If context.context.resolved_project_id exists, use it as project_id for scoped list calls. "
+    "Return markdown and use tags when relevant: <project>[ids]</project>, <task>[ids]</task>, "
+    "<note>[ids]</note>, <timeline>[ids]</timeline>, <chart>{json}</chart>. "
+    "When listing tasks or timelines, each id tag must be on its own line with no prefix/suffix text. "
+    "Never put titles, priorities, or dates on the same line as <task> or <timeline> tags. "
+    "For questions about upcoming timelines (e.g. 'prossimi eventi'), include only future items in the current month unless the user asks a different range. "
+    "For upcoming tasks, after tag lines add a short recommendation based on due date and priority."
+)
+
+_FLOATING_SINGLE_AGENT_SYSTEM = (
+    "You are the floating assistant with direct access to all tools: tasks, projects, notes, timelines, and memory tools. "
+    "Stay focused on the floating scope in context.scope and answer concisely. "
+    "Return plain text only. Do not output XML/HTML-like tags such as <task>, <project>, <note>, <timeline>, or any bracketed id tag wrappers. "
+    "Always use tools for factual data retrieval before answering. "
+    "When the user asks to remember, forget, or update what you know about them, use memory tools. "
+    "If context.context.resolved_project_id exists, use it as project_id for scoped list calls. "
+)
+
+_FLOATING_DOMAIN_CLASSIFIER_SYSTEM = (
+    "You are a strict domain classifier for websocket floating requests. "
+    "Return ONLY a JSON object with keys: type, id, section. "
+    "Allowed type values: task, timeline, project, node. "
+    "Allowed section values: task, timeline, note, or null. "
+    "Rules: infer from user message intent first; do not blindly trust scope.type. "
+    "If user asks tasks/timeline/notes for a project, set type=project and section accordingly. "
+    "If project id is unknown but context.resolved_project_id exists, use it as id. "
+    "If id is unknown, use null. "
+    "No markdown, no prose, JSON only."
+)
+
+
+def _as_text(content: Any) -> str:
+    if content is None:
+        return ""
+    if isinstance(content, str):
+        return content
+    if isinstance(content, list):
+        parts: list[str] = []
+        for item in content:
+            if isinstance(item, str):
+                parts.append(item)
+            elif isinstance(item, dict):
+                text = item.get("text")
+                if isinstance(text, str):
+                    parts.append(text)
+        return "".join(parts)
+    return str(content)
+
+
+def _candidate_tokens(message: str) -> list[str]:
+    tokens = re.findall(r"[a-zA-Z0-9_-]+", message.lower())
+    return [token for token in tokens if len(token) >= 3]
+
+
+async def _resolve_project_id_from_message(message: str) -> str | None:
+    """Resolve likely project UUID from user message using client project list."""
+    try:
+        result = await execute_on_client(action="select", table="projects")
+    except Exception as exc:
+        logger.warning("deep_agent: project resolve select failed: %s", exc)
+        return None
+
+    rows = result.get("rows", [])
+    if not isinstance(rows, list) or not rows:
+        return None
+
+    tokens = _candidate_tokens(message)
+    scored: list[tuple[int, dict[str, Any]]] = []
+    for row in rows:
+        if not isinstance(row, dict):
+            continue
+        name = str(row.get("name", "")).lower()
+        score = sum(1 for token in tokens if token in name)
+        if score > 0:
+            scored.append((score, row))
+
+    if not scored:
+        return None
+
+    scored.sort(key=lambda item: item[0], reverse=True)
+    top_score = scored[0][0]
+    top_rows = [row for score, row in scored if score == top_score]
+    if len(top_rows) != 1:
+        return None
+
+    project_id = top_rows[0].get("id")
+    return project_id if isinstance(project_id, str) else None
+
+
+def _needs_project_resolution(message: str) -> bool:
+    lowered = message.lower()
+    return any(keyword in lowered for keyword in ["project", "progetto", "progetti", "whitelist"])
+
+
+async def _prepare_context(message: str, context: dict[str, Any]) -> dict[str, Any]:
+    prepared = dict(context)
+    if _needs_project_resolution(message):
+        resolved_project_id = await _resolve_project_id_from_message(message)
+        if resolved_project_id:
+            prepared["resolved_project_id"] = resolved_project_id
+            logger.info("deep_agent: resolved_project_id=%s", resolved_project_id)
+    return prepared
+
+
+def _all_tools() -> list[Any]:
+    return [*TASK_TOOLS, *PROJECT_TOOLS, *NOTE_TOOLS, *TIMELINE_TOOLS]
+
+
+def _trace_id_from_context(context: dict[str, Any]) -> str | None:
+    debug = context.get("_debug")
+    if isinstance(debug, dict):
+        request_id = debug.get("request_id")
+        if isinstance(request_id, str) and request_id:
+            return request_id
+    return None
+
+
+def _context_for_model(context: dict[str, Any]) -> dict[str, Any]:
+    sanitized = dict(context)
+    sanitized.pop("_debug", None)
+    return sanitized
+
+
+_TAG_LINE_RE = re.compile(r"<(task|timeline)>\[[^\]]+\]</\1>")
+_TIMELINE_DMY_RE = re.compile(r"(?P<d>\d{2})/(?P<m>\d{2})/(?P<y>\d{4})")
+
+
+def _is_upcoming_timeline_query(message: str) -> bool:
+    lowered = message.lower()
+    has_upcoming = "prossim" in lowered or "upcoming" in lowered or "next" in lowered
+    has_timeline_topic = any(
+        token in lowered
+        for token in ("event", "evento", "eventi", "timeline", "milestone", "scaden")
+    )
+    return has_upcoming and has_timeline_topic
+
+
+def _timeline_date_in_current_month_or_future(dmy: str) -> bool:
+    match = _TIMELINE_DMY_RE.search(dmy)
+    if not match:
+        return True
+    try:
+        parsed = date(
+            int(match.group("y")),
+            int(match.group("m")),
+            int(match.group("d")),
+        )
+    except ValueError:
+        return True
+
+    today = date.today()
+    return parsed >= today and parsed.year == today.year and parsed.month == today.month
+
+
+def _normalize_tagged_list_lines(text: str, message: str) -> str:
+    if not text:
+        return text
+
+    upcoming_timeline_only = _is_upcoming_timeline_query(message)
+    output_lines: list[str] = []
+
+    for line in text.splitlines():
+        matches = list(_TAG_LINE_RE.finditer(line))
+        if not matches:
+            output_lines.append(line)
+            continue
+
+        had_non_tag_text = _TAG_LINE_RE.sub("", line).strip(" -\t0123456789.*:)")
+        if not had_non_tag_text and len(matches) == 1:
+            tag_text = matches[0].group(0)
+            if (
+                upcoming_timeline_only
+                and "<timeline>" in tag_text
+                and not _timeline_date_in_current_month_or_future(line)
+            ):
+                continue
+            output_lines.append(tag_text)
+            continue
+
+        for match in matches:
+            tag_text = match.group(0)
+            if (
+                upcoming_timeline_only
+                and "<timeline>" in tag_text
+                and not _timeline_date_in_current_month_or_future(line)
+            ):
+                continue
+            output_lines.append(tag_text)
+
+    return "\n".join(output_lines)
+
+
+_GENERIC_TAG_RE = re.compile(r"</?(task|project|note|timeline|chart)>", re.IGNORECASE)
+_BRACKETED_ID_RE = re.compile(r"\[(?:[0-9a-fA-F-]{8,}|[A-Za-z0-9_-]{8,})\]")
+_FLOATING_EMPTY_FALLBACK = "No results found."
+
+
+def _strip_floating_markup_fragment(text: str) -> str:
+    if not text:
+        return text
+    cleaned = _GENERIC_TAG_RE.sub("", text)
+    return _BRACKETED_ID_RE.sub("", cleaned)
+
+
+def _strip_floating_markup(text: str) -> str:
+    """Ensure floating responses stay plain text with no XML-like tag wrappers."""
+    if not text:
+        return text
+
+    cleaned = _strip_floating_markup_fragment(text)
+    lines = [re.sub(r"[ \t]{2,}", " ", line).strip() for line in cleaned.splitlines()]
+    return "\n".join(line for line in lines if line)
+
+
+def _fallback_from_raw_floating_text(raw_text: str) -> str:
+    fallback = _strip_floating_markup_fragment(raw_text or "")
+    fallback = re.sub(r"[ \t]{2,}", " ", fallback).strip()
+    return fallback or _FLOATING_EMPTY_FALLBACK
+
+
+class _FloatingStreamSanitizer:
+    """Streaming sanitizer that removes floating markup without buffering the full answer."""
+
+    def __init__(self) -> None:
+        self._pending = ""
+
+    @staticmethod
+    def _split_safe_boundary(text: str) -> tuple[str, str]:
+        boundary = len(text)
+
+        last_lt = text.rfind("<")
+        if last_lt != -1 and ">" not in text[last_lt:]:
+            boundary = min(boundary, last_lt)
+
+        last_lb = text.rfind("[")
+        if last_lb != -1 and "]" not in text[last_lb:]:
+            boundary = min(boundary, last_lb)
+
+        if boundary == len(text):
+            return text, ""
+        return text[:boundary], text[boundary:]
+
+    def feed(self, chunk: str) -> str:
+        combined = f"{self._pending}{chunk}"
+        safe_text, self._pending = self._split_safe_boundary(combined)
+        return _strip_floating_markup_fragment(safe_text)
+
+    def finalize(self) -> str:
+        tail = re.sub(r"<[^>\n]*$", "", self._pending)
+        tail = re.sub(r"\[[^\]\n]*$", "", tail)
+        self._pending = ""
+        return _strip_floating_markup_fragment(tail)
+
+
+def _normalize_memory_label(path_or_label: str) -> str:
+    value = path_or_label.strip()
+    if value.startswith("/memories/"):
+        value = value[len("/memories/"):]
+    value = value.strip("/")
+    return value
+
+
+def _memory_tools(user_id: str, trace_id: str | None) -> list[Any]:
+    @tool
+    async def memory_list_blocks() -> str:
+        """List all core memory blocks currently stored for the user."""
+        logger.info("deep_agent: memory_list_blocks trace=%s user=%s", trace_id or "-", user_id)
+        async with async_session() as db:
+            memory = MemoryMiddleware(db)
+            blocks = await memory.list_core_blocks(user_id)
+        if not blocks:
+            return "No memory blocks found."
+        lines = [f"- {b['label']}: {b['value']}" for b in blocks]
+        return "Memory blocks:\n" + "\n".join(lines)
+
+    @tool
+    async def memory_get(path_or_label: str) -> str:
+        """Get one memory block by label or /memories/<label> path."""
+        label = _normalize_memory_label(path_or_label)
+        logger.info("deep_agent: memory_get trace=%s user=%s label=%s", trace_id or "-", user_id, label)
+        if not label:
+            return "Invalid memory label."
+        async with async_session() as db:
+            memory = MemoryMiddleware(db)
+            value = await memory.get_core_block(user_id, label)
+        if value is None:
+            return f"Memory block '{label}' not found."
+        return f"Memory block '{label}':\n{value}"
+
+    @tool
+    async def memory_create(path_or_label: str, value: str) -> str:
+        """Create or overwrite a memory block value by label or /memories/<label> path."""
+        label = _normalize_memory_label(path_or_label)
+        logger.info("deep_agent: memory_create trace=%s user=%s label=%s", trace_id or "-", user_id, label)
+        if not label:
+            return "Invalid memory label."
+        async with async_session() as db:
+            memory = MemoryMiddleware(db)
+            await memory.update_core(user_id, label, value, trace_id=trace_id)
+        return f"Memory block '{label}' saved."
+
+    @tool
+    async def memory_append(path_or_label: str, content: str) -> str:
+        """Append content to a memory block, creating it if missing."""
+        label = _normalize_memory_label(path_or_label)
+        logger.info("deep_agent: memory_append trace=%s user=%s label=%s", trace_id or "-", user_id, label)
+        if not label:
+            return "Invalid memory label."
+        async with async_session() as db:
+            memory = MemoryMiddleware(db)
+            await memory.append_core(user_id, label, content)
+        return f"Memory block '{label}' appended."
+
+    @tool
+    async def memory_replace(path_or_label: str, old_string: str, new_string: str) -> str:
+        """Replace one exact string in a memory block."""
+        label = _normalize_memory_label(path_or_label)
+        logger.info("deep_agent: memory_replace trace=%s user=%s label=%s", trace_id or "-", user_id, label)
+        if not label:
+            return "Invalid memory label."
+        async with async_session() as db:
+            memory = MemoryMiddleware(db)
+            changed = await memory.replace_core(user_id, label, old_string, new_string)
+        if not changed:
+            return f"No replacement made in '{label}' (old string not found)."
+        return f"Memory block '{label}' updated."
+
+    @tool
+    async def memory_delete(path_or_label: str) -> str:
+        """Delete a memory block by label or /memories/<label> path."""
+        label = _normalize_memory_label(path_or_label)
+        logger.info("deep_agent: memory_delete trace=%s user=%s label=%s", trace_id or "-", user_id, label)
+        if not label:
+            return "Invalid memory label."
+        async with async_session() as db:
+            memory = MemoryMiddleware(db)
+            deleted = await memory.delete_core(user_id, label)
+        if not deleted:
+            return f"Memory block '{label}' not found."
+        return f"Memory block '{label}' deleted."
+
+    @tool
+    async def archival_memory_insert(content: str) -> str:
+        """Insert a long-term archival memory entry."""
+        logger.info("deep_agent: archival_memory_insert trace=%s user=%s", trace_id or "-", user_id)
+        async with async_session() as db:
+            memory = MemoryMiddleware(db)
+            await memory.insert_archival(user_id, content, source="assistant")
+        return "Archival memory saved."
+
+    @tool
+    async def archival_memory_search(query: str, top_k: int = 5) -> str:
+        """Search long-term archival memory by semantic fallback (keyword currently)."""
+        logger.info("deep_agent: archival_memory_search trace=%s user=%s query=%s", trace_id or "-", user_id, query[:80])
+        async with async_session() as db:
+            memory = MemoryMiddleware(db)
+            results = await memory.search_archival(user_id, query, top_k=top_k)
+        if not results:
+            return "No archival memory results found."
+        lines = [f"- {item}" for item in results]
+        return "Archival memory results:\n" + "\n".join(lines)
+
+    @tool
+    async def conversation_search(query: str, top_k: int = 5) -> str:
+        """Search recall memory from prior episodic conversation summaries."""
+        logger.info("deep_agent: conversation_search trace=%s user=%s query=%s", trace_id or "-", user_id, query[:80])
+        async with async_session() as db:
+            memory = MemoryMiddleware(db)
+            results = await memory.search_recall(user_id, query, top_k=top_k)
+        if not results:
+            return "No recall memory results found."
+        lines = [f"- {item}" for item in results]
+        return "Recall memory results:\n" + "\n".join(lines)
+
+    return [
+        memory_list_blocks,
+        memory_get,
+        memory_create,
+        memory_append,
+        memory_replace,
+        memory_delete,
+        archival_memory_insert,
+        archival_memory_search,
+        conversation_search,
+    ]
+
+
+def _all_tools_for_user(user_id: str, trace_id: str | None) -> list[Any]:
+    return [*_all_tools(), *_memory_tools(user_id, trace_id)]
+
+
+def _detect_domain_section(message: str) -> FloatingDomainSection | None:
+    lowered = message.lower()
+    if any(keyword in lowered for keyword in ["timeline", "milestone", "release", "schedule"]):
+        return "timeline"
+    if any(keyword in lowered for keyword in ["task", "tasks", "todo", "attivit", "azione"]):
+        return "task"
+    if any(keyword in lowered for keyword in ["note", "notes", "memo", "document"]):
+        return "note"
+    return None
+
+
+def _normalize_domain_payload(payload: dict[str, Any], fallback_id: str | None) -> dict[str, str | None]:
+    type_raw = str(payload.get("type") or "").strip().lower()
+    domain_type: FloatingDomainType = "task"
+    if type_raw in {"task", "timeline", "project", "node"}:
+        domain_type = type_raw
+
+    id_value = payload.get("id")
+    domain_id = id_value if isinstance(id_value, str) and id_value.strip() else None
+    if domain_type == "project" and not domain_id:
+        domain_id = fallback_id
+
+    section_raw = payload.get("section")
+    section: FloatingDomainSection | None = None
+    if isinstance(section_raw, str):
+        section_candidate = section_raw.strip().lower()
+        if section_candidate in {"task", "timeline", "note"}:
+            section = section_candidate
+
+    if domain_type != "project":
+        section = None
+
+    return {
+        "type": domain_type,
+        "id": domain_id,
+        "section": section,
+    }
+
+
+def _parse_json_object(text: str) -> dict[str, Any] | None:
+    raw = text.strip()
+    if not raw:
+        return None
+    try:
+        parsed = json.loads(raw)
+        return parsed if isinstance(parsed, dict) else None
+    except json.JSONDecodeError:
+        pass
+
+    match = re.search(r"\{.*\}", raw, re.DOTALL)
+    if not match:
+        return None
+    try:
+        parsed = json.loads(match.group(0))
+    except json.JSONDecodeError:
+        return None
+    return parsed if isinstance(parsed, dict) else None
+
+
+def _infer_floating_domain_rule_based(message: str, context: dict[str, Any]) -> dict[str, str | None]:
+    section = _detect_domain_section(message)
+    scope = context.get("scope") if isinstance(context, dict) else None
+    resolved_project_id = context.get("resolved_project_id") if isinstance(context, dict) else None
+    project_id = resolved_project_id if isinstance(resolved_project_id, str) and resolved_project_id else None
+
+    if isinstance(scope, dict):
+        scope_type = str(scope.get("type") or "").strip().lower()
+        scope_id = scope.get("id")
+        scope_id_value = scope_id if isinstance(scope_id, str) and scope_id else None
+
+        if scope_type in {"task", "tasks"}:
+            return {"type": "task", "id": scope_id_value, "section": None}
+        if scope_type in {"project", "projects"}:
+            project_scope_id = scope_id_value or project_id
+            return {
+                "type": "project",
+                "id": project_scope_id,
+                "section": section,
+            }
+        if scope_type in {"note", "notes"}:
+            return {
+                "type": "node",
+                "id": scope_id_value,
+                "section": None,
+            }
+        if scope_type in {"timeline", "timelines"}:
+            return {"type": "timeline", "id": scope_id_value, "section": None}
+
+    lowered = message.lower()
+    if any(keyword in lowered for keyword in ["project", "progetto", "client"]) or project_id:
+        return {
+            "type": "project",
+            "id": project_id,
+            "section": section,
+        }
+    if section == "timeline":
+        return {"type": "timeline", "id": None, "section": None}
+    if section == "note":
+        return {"type": "node", "id": None, "section": None}
+    return {"type": "task", "id": None, "section": None}
+
+
+async def _infer_floating_domain(
+    message: str, context: dict[str, Any], *, langfuse_handler: Any | None = None,
+) -> dict[str, str | None]:
+    resolved_project_id = context.get("resolved_project_id") if isinstance(context, dict) else None
+    project_id = resolved_project_id if isinstance(resolved_project_id, str) and resolved_project_id else None
+
+    classifier_context = {
+        "scope": context.get("scope") if isinstance(context.get("scope"), dict) else None,
+        "resolved_project_id": project_id,
+    }
+
+    try:
+        classifier_prompt = _get_system_prompt(
+            "floating_domain_classifier", _FLOATING_DOMAIN_CLASSIFIER_SYSTEM,
+        )
+        callbacks = _build_callbacks(langfuse_handler)
+        llm = get_llm(callbacks=callbacks)
+        response = await llm.ainvoke(
+            [
+                SystemMessage(content=classifier_prompt),
+                HumanMessage(
+                    content=(
+                        f"Message:\n{message}\n\n"
+                        f"Context:\n{json.dumps(classifier_context, ensure_ascii=True)}"
+                    )
+                ),
+            ]
+        )
+        parsed = _parse_json_object(_as_text(response.content))
+        if parsed is not None:
+            domain = _normalize_domain_payload(parsed, project_id)
+            logger.info(
+                "deep_agent: floating_domain_classified type=%s id=%s section=%s",
+                domain.get("type"),
+                domain.get("id"),
+                domain.get("section"),
+            )
+            return domain
+        logger.warning("deep_agent: floating_domain classifier returned non-json output")
+    except Exception as exc:
+        logger.warning("deep_agent: floating_domain classifier failed: %s", exc)
+
+    return _infer_floating_domain_rule_based(message, context)
+
+
+def _get_system_prompt(langfuse_name: str, fallback: str) -> str:
+    """Fetch a managed prompt from Langfuse, falling back to the hardcoded string."""
+    managed = tracing.get_prompt(langfuse_name, fallback=None)
+    return managed if managed is not None else fallback
+
+
+def _build_callbacks(langfuse_handler: Any | None) -> list[Any] | None:
+    """Return a callbacks list if a Langfuse handler is available."""
+    if langfuse_handler is None:
+        return None
+    return [langfuse_handler]
+
+
+async def _run_single_agent(
+    *,
+    user_id: str,
+    system_prompt: str,
+    message: str,
+    context: dict[str, Any],
+    max_steps: int = 6,
+    langfuse_handler: Any | None = None,
+) -> str:
+    trace_id = _trace_id_from_context(context)
+    callbacks = _build_callbacks(langfuse_handler)
+    llm = get_llm(callbacks=callbacks)
+    tools = _all_tools_for_user(user_id, trace_id)
+    model_context = _context_for_model(context)
+    logger.info("deep_agent: run_single_agent_start trace=%s user=%s", trace_id or "-", user_id)
+    llm_with_tools = llm.bind_tools(tools)
+    messages: list[Any] = [
+        SystemMessage(content=system_prompt),
+        HumanMessage(
+            content=(
+                f"User message:\n{message}\n\n"
+                f"Context:\n{json.dumps({'context': model_context}, ensure_ascii=True)[:3500]}"
+            )
+        ),
+    ]
+
+    tool_calls_count = 0
+    collected: list[dict[str, Any]] = []
+    set_tool_result_collector(collected)
+    try:
+        for _ in range(max_steps):
+            response: AIMessage = await llm_with_tools.ainvoke(messages)
+            messages.append(response)
+
+            if not response.tool_calls:
+                final_text = _as_text(response.content)
+                logger.info(
+                    "deep_agent: run_single_agent_end trace=%s user=%s tool_calls=%d response_chars=%d",
+                    trace_id or "-",
+                    user_id,
+                    tool_calls_count,
+                    len(final_text),
+                )
+                return final_text
+
+            tool_map = {tool_def.name: tool_def for tool_def in tools}
+            for call in response.tool_calls:
+                tool_calls_count += 1
+                call_id = str(call.get("id", ""))
+                call_name = str(call.get("name", ""))
+                call_args = call.get("args", {})
+                logger.info(
+                    "deep_agent: AI->Tool tool_call_id=%s tool=%s args=%s",
+                    call_id,
+                    call_name,
+                    json.dumps(call_args, ensure_ascii=True)[:800],
+                )
+
+                tool_fn = tool_map.get(call_name)
+                if tool_fn is None:
+                    tool_output = f"Unknown tool: {call_name}"
+                else:
+                    tool_output = await tool_fn.ainvoke(call_args)
+
+                logger.info(
+                    "deep_agent: Tool->AI tool_call_id=%s tool=%s output=%s",
+                    call_id,
+                    call_name,
+                    str(tool_output)[:1200],
+                )
+
+                messages.append(ToolMessage(content=str(tool_output), tool_call_id=call["id"]))
+
+        final = await llm.ainvoke(messages)
+        final_text = _as_text(final.content)
+        logger.info(
+            "deep_agent: run_single_agent_end trace=%s user=%s tool_calls=%d response_chars=%d fallback=1",
+            trace_id or "-",
+            user_id,
+            tool_calls_count,
+            len(final_text),
+        )
+        return final_text
+    finally:
+        clear_tool_result_collector()
+
+
+async def _run_single_agent_stream(
+    *,
+    user_id: str,
+    system_prompt: str,
+    message: str,
+    context: dict[str, Any],
+    max_steps: int = 6,
+    langfuse_handler: Any | None = None,
+) -> AsyncGenerator[tuple[str, Any], None]:
+    trace_id = _trace_id_from_context(context)
+    callbacks = _build_callbacks(langfuse_handler)
+    llm = get_llm(callbacks=callbacks)
+    tools = _all_tools_for_user(user_id, trace_id)
+    model_context = _context_for_model(context)
+    logger.info("deep_agent: run_single_agent_stream_start trace=%s user=%s", trace_id or "-", user_id)
+    llm_with_tools = llm.bind_tools(tools)
+    messages: list[Any] = [
+        SystemMessage(content=system_prompt),
+        HumanMessage(
+            content=(
+                f"User message:\n{message}\n\n"
+                f"Context:\n{json.dumps({'context': model_context}, ensure_ascii=True)[:3500]}"
+            )
+        ),
+    ]
+
+    tool_calls_count = 0
+    streamed_chars = 0
+    collected: list[dict[str, Any]] = []
+    set_tool_result_collector(collected)
+    try:
+        for _ in range(max_steps):
+            response: AIMessage = await llm_with_tools.ainvoke(messages)
+            messages.append(response)
+
+            if not response.tool_calls:
+                emitted_any = False
+                async for chunk in llm.astream(messages):
+                    token = _as_text(getattr(chunk, "content", ""))
+                    if token:
+                        streamed_chars += len(token)
+                        emitted_any = True
+                        yield "token", token
+
+                if not emitted_any:
+                    fallback_text = _as_text(response.content)
+                    if fallback_text:
+                        streamed_chars += len(fallback_text)
+                        yield "token", fallback_text
+                logger.info(
+                    "deep_agent: run_single_agent_stream_end trace=%s user=%s tool_calls=%d response_chars=%d",
+                    trace_id or "-",
+                    user_id,
+                    tool_calls_count,
+                    streamed_chars,
+                )
+                return
+
+            tool_map = {tool_def.name: tool_def for tool_def in tools}
+            for call in response.tool_calls:
+                tool_calls_count += 1
+                call_id = str(call.get("id", ""))
+                call_name = str(call.get("name", ""))
+                call_args = call.get("args", {})
+                logger.info(
+                    "deep_agent: AI->Tool tool_call_id=%s tool=%s args=%s",
+                    call_id,
+                    call_name,
+                    json.dumps(call_args, ensure_ascii=True)[:800],
+                )
+
+                tool_fn = tool_map.get(call_name)
+                if tool_fn is None:
+                    tool_output = f"Unknown tool: {call_name}"
+                else:
+                    tool_output = await tool_fn.ainvoke(call_args)
+
+                logger.info(
+                    "deep_agent: Tool->AI tool_call_id=%s tool=%s output=%s",
+                    call_id,
+                    call_name,
+                    str(tool_output)[:1200],
+                )
+
+                messages.append(ToolMessage(content=str(tool_output), tool_call_id=call["id"]))
+
+        async for chunk in llm.astream(messages):
+            token = _as_text(getattr(chunk, "content", ""))
+            if token:
+                streamed_chars += len(token)
+                yield "token", token
+        logger.info(
+            "deep_agent: run_single_agent_stream_end trace=%s user=%s tool_calls=%d response_chars=%d fallback=1",
+            trace_id or "-",
+            user_id,
+            tool_calls_count,
+            streamed_chars,
+        )
+    finally:
+        clear_tool_result_collector()
+
+
+async def run_home(user_id: str, message: str, context: dict[str, Any], *, langfuse_handler: Any | None = None) -> str:
+    prepared_context = await _prepare_context(message, context)
+    system_prompt = _get_system_prompt("home_system", _HOME_SINGLE_AGENT_SYSTEM)
+    response = await _run_single_agent(
+        user_id=user_id,
+        system_prompt=system_prompt,
+        message=message,
+        context=prepared_context,
+        langfuse_handler=langfuse_handler,
+    )
+    return _normalize_tagged_list_lines(response, message)
+
+
+async def run_floating(user_id: str, message: str, context: dict[str, Any], *, langfuse_handler: Any | None = None) -> tuple[str, dict[str, str | None]]:
+    prepared_context = await _prepare_context(message, context)
+    domain = await _infer_floating_domain(message, prepared_context, langfuse_handler=langfuse_handler)
+    system_prompt = _get_system_prompt("floating_system", _FLOATING_SINGLE_AGENT_SYSTEM)
+    response = await _run_single_agent(
+        user_id=user_id,
+        system_prompt=system_prompt,
+        message=message,
+        context=prepared_context,
+        langfuse_handler=langfuse_handler,
+    )
+    sanitized = _strip_floating_markup(response)
+    if not sanitized and response:
+        sanitized = _fallback_from_raw_floating_text(response)
+    return sanitized, domain
+
+
+async def run_home_stream(
+    user_id: str,
+    message: str,
+    context: dict[str, Any],
+    *,
+    langfuse_handler: Any | None = None,
+) -> AsyncGenerator[tuple[str, Any], None]:
+    prepared_context = await _prepare_context(message, context)
+    system_prompt = _get_system_prompt("home_system", _HOME_SINGLE_AGENT_SYSTEM)
+    text_chunks: list[str] = []
+    async for event in _run_single_agent_stream(
+        user_id=user_id,
+        system_prompt=system_prompt,
+        message=message,
+        context=prepared_context,
+        langfuse_handler=langfuse_handler,
+    ):
+        event_type, data = event
+        if event_type != "token":
+            yield event
+            continue
+        text_chunks.append(str(data or ""))
+
+    normalized = _normalize_tagged_list_lines("".join(text_chunks), message)
+    if normalized:
+        yield "token", normalized
+
+
+async def run_floating_stream(
+    user_id: str,
+    message: str,
+    context: dict[str, Any],
+    *,
+    langfuse_handler: Any | None = None,
+) -> AsyncGenerator[tuple[str, Any], None]:
+    prepared_context = await _prepare_context(message, context)
+    domain = await _infer_floating_domain(message, prepared_context, langfuse_handler=langfuse_handler)
+    yield "floating_domain", domain
+
+    system_prompt = _get_system_prompt("floating_system", _FLOATING_SINGLE_AGENT_SYSTEM)
+    sanitizer = _FloatingStreamSanitizer()
+    emitted_sanitized = False
+    raw_chunks: list[str] = []
+    async for event in _run_single_agent_stream(
+        user_id=user_id,
+        system_prompt=system_prompt,
+        message=message,
+        context=prepared_context,
+        langfuse_handler=langfuse_handler,
+    ):
+        event_type, data = event
+        if event_type != "token":
+            yield event
+            continue
+
+        raw_chunk = str(data or "")
+        raw_chunks.append(raw_chunk)
+        sanitized_chunk = sanitizer.feed(raw_chunk)
+        if sanitized_chunk:
+            emitted_sanitized = True
+            yield "token", sanitized_chunk
+
+    tail = sanitizer.finalize()
+    if tail:
+        emitted_sanitized = True
+        yield "token", tail
+
+    if not emitted_sanitized and raw_chunks:
+        yield "token", _fallback_from_raw_floating_text("".join(raw_chunks))
+
+
+async def update_core_memory(user_id: str, key: str, value: str) -> None:
+    """Compatibility helper kept for callers that expect explicit memory update API."""
+    async with async_session() as db:
+        memory = MemoryMiddleware(db)
+        await memory.update_core(user_id, key, value)

services/chat/app/llm.py

@@ -0,0 +1,77 @@
+"""LLM factory — centralised model instantiation via LiteLLM.
+
+Adapted from app/core/llm.py for the Chat Service.
+Uses shared.config.settings instead of app.config.settings.
+"""
+
+from __future__ import annotations
+
+import os
+import warnings
+
+from openai import AsyncOpenAI
+import litellm
+
+from langchain_openai import ChatOpenAI
+from langchain_litellm import ChatLiteLLM
+
+from shared.config import settings
+
+litellm.drop_params = True
+
+warnings.filterwarnings(
+    "ignore",
+    message=r"PydanticSerializationUnexpectedValue\(Expected `ResponseAPIUsage`",
+    category=UserWarning,
+)
+
+
+def _api_key_for_model(model: str) -> str | None:
+    if model.startswith("anthropic/"):
+        return settings.ANTHROPIC_API_KEY or None
+    if model.startswith("gemini/") or model.startswith("google/"):
+        return settings.GOOGLE_API_KEY or None
+    if model.startswith("cerebras/"):
+        return settings.CEREBRAS_API_KEY or None
+    if model.startswith("github/"):
+        return settings.GITHUB_TOKEN or None
+    if model.startswith("github_copilot/"):
+        return None
+    return settings.OPENAI_API_KEY or None
+
+
+def get_llm(
+    *,
+    model: str | None = None,
+    temperature: float = 0,
+    callbacks: list | None = None,
+) -> ChatOpenAI | ChatLiteLLM:
+    model = model or settings.LLM_MODEL
+
+    if settings.GITHUB_COPILOT_TOKEN_DIR:
+        os.environ.setdefault("GITHUB_COPILOT_TOKEN_DIR", settings.GITHUB_COPILOT_TOKEN_DIR)
+
+    if settings.GITHUB_TOKEN:
+        os.environ.setdefault("GITHUB_TOKEN", settings.GITHUB_TOKEN)
+
+    if "/" in model:
+        return ChatLiteLLM(model=model, temperature=temperature, callbacks=callbacks)
+
+    return ChatOpenAI(
+        model=model,
+        temperature=temperature,
+        api_key=_api_key_for_model(model),
+        callbacks=callbacks,
+    )
+
+
+async def embed(text: str) -> list[float]:
+    model = settings.LLM_EMBED_MODEL
+
+    if model.startswith("github_copilot/") or "/" in model:
+        response = await litellm.aembedding(model=model, input=[text])
+        return response.data[0]["embedding"]
+
+    client = AsyncOpenAI(api_key=settings.OPENAI_API_KEY)
+    response = await client.embeddings.create(model=model, input=text)
+    return response.data[0].embedding

services/chat/app/main.py

@@ -0,0 +1,87 @@
+"""Chat Service — LLM orchestration, domain agents, memory.
+
+Consumes chat requests from Redis, executes deep_agent (home/floating),
+streams responses back via Redis pub/sub to WS Gateway.
+
+Owns: memory_core, memory_associative, memory_episodic, memory_proactive tables.
+"""
+
+import sys
+from contextlib import asynccontextmanager
+import logging
+from pathlib import Path
+
+# Ensure the repo root is on sys.path so "shared" is importable in local dev.
+_repo_root = str(Path(__file__).resolve().parents[3])
+if _repo_root not in sys.path:
+    sys.path.insert(0, _repo_root)
+
+from fastapi import FastAPI
+from fastapi.middleware.cors import CORSMiddleware
+
+from shared.config import settings
+
+logging.basicConfig(
+    level=logging.INFO,
+    format="%(asctime)s %(levelname)s %(name)s: %(message)s",
+)
+logging.getLogger("sqlalchemy.engine").setLevel(logging.WARNING)
+logging.getLogger("sqlalchemy.pool").setLevel(logging.WARNING)
+
+
+@asynccontextmanager
+async def lifespan(app: FastAPI):
+    # Initialise Langfuse tracing (no-op if keys are missing)
+    from app.tracing import init_langfuse
+
+    init_langfuse()
+
+    # Start Redis consumer in background
+    from app.redis_consumer import start_consumer
+
+    consumer_task = start_consumer()
+    yield
+    consumer_task.cancel()
+
+    from app.tracing import shutdown as shutdown_langfuse
+
+    shutdown_langfuse()
+
+    from shared.db import engine
+
+    await engine.dispose()
+
+    from shared.redis import redis_client
+
+    await redis_client.aclose()
+
+
+def create_app() -> FastAPI:
+    app = FastAPI(
+        title="Adiuva Chat Service",
+        version="0.1.0",
+        docs_url="/docs" if settings.ENV == "dev" else None,
+        redoc_url=None,
+        lifespan=lifespan,
+    )
+
+    app.add_middleware(
+        CORSMiddleware,
+        allow_origins=settings.CORS_ORIGINS,
+        allow_credentials=True,
+        allow_methods=["*"],
+        allow_headers=["*"],
+    )
+
+    from app.routes import router
+
+    app.include_router(router, prefix="/api/v1")
+
+    @app.get("/api/v1/health", tags=["health"])
+    async def health() -> dict:
+        return {"status": "ok", "service": "chat", "version": app.version}
+
+    return app
+
+
+app = create_app()

services/chat/app/memory_middleware.py

@@ -0,0 +1,295 @@
+"""Memory Middleware — adapted for Chat Service.
+
+Uses shared.models instead of app.models. Otherwise identical to the
+monolith's app/core/memory_middleware.py.
+"""
+
+from __future__ import annotations
+
+import logging
+import uuid
+from typing import Any
+
+from cryptography.fernet import Fernet, InvalidToken
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from shared.models import (
+    MemoryAssociative,
+    MemoryCore,
+    MemoryEpisodic,
+    MemoryProactive,
+    User,
+)
+
+logger = logging.getLogger(__name__)
+
+_ASSOCIATIVE_TOP_K = 5
+_EPISODIC_RECENT_N = 10
+_PROACTIVE_CONFIDENCE_THRESHOLD = 0.6
+
+
+class MemoryMiddleware:
+
+    def __init__(self, db: AsyncSession) -> None:
+        self._db = db
+
+    async def enrich_context(
+        self,
+        user_id: str,
+        message: str,
+        trace_id: str | None = None,
+        session_id: str | None = None,
+    ) -> dict[str, Any]:
+        fernet = await self._get_fernet(user_id)
+        if fernet is None:
+            return {}
+
+        core = await self._load_core(user_id, fernet)
+        associative = await self._load_associative(user_id, message, fernet)
+        episodic = await self._load_episodic(user_id, fernet, session_id=session_id)
+        proactive = await self._load_proactive(user_id, fernet)
+
+        logger.info(
+            "memory: enrich_context trace=%s user=%s core=%d assoc=%d episodic=%d proactive=%d",
+            trace_id or "-", user_id, len(core), len(associative), len(episodic), len(proactive),
+        )
+
+        return {
+            "core_memory": core,
+            "associative_memory": associative,
+            "episodic_memory": episodic,
+            "proactive_hints": proactive,
+        }
+
+    async def store_episode(
+        self, user_id: str, session_id: str, message: str, response: str,
+        trace_id: str | None = None,
+    ) -> None:
+        fernet = await self._get_fernet(user_id)
+        if fernet is None:
+            return
+
+        summary = f"User: {message[:200]}\nAssistant: {response[:200]}"
+        encrypted = _encrypt(fernet, summary)
+
+        row = MemoryEpisodic(
+            id=str(uuid.uuid4()),
+            user_id=user_id,
+            summary_encrypted=encrypted,
+            session_id=session_id,
+        )
+        self._db.add(row)
+        try:
+            await self._db.commit()
+        except Exception as exc:
+            logger.error("memory: store_episode failed user=%s: %s", user_id, exc)
+            await self._db.rollback()
+
+    async def update_core(self, user_id: str, key: str, value: str, trace_id: str | None = None) -> None:
+        fernet = await self._get_fernet(user_id)
+        if fernet is None:
+            return
+
+        encrypted = _encrypt(fernet, value)
+        result = await self._db.execute(
+            select(MemoryCore).where(MemoryCore.user_id == user_id, MemoryCore.key == key)
+        )
+        existing = result.scalar_one_or_none()
+        if existing is not None:
+            existing.value_encrypted = encrypted
+        else:
+            self._db.add(MemoryCore(
+                id=str(uuid.uuid4()), user_id=user_id, key=key, value_encrypted=encrypted,
+            ))
+        try:
+            await self._db.commit()
+        except Exception as exc:
+            logger.error("memory: update_core failed user=%s key=%s: %s", user_id, key, exc)
+            await self._db.rollback()
+
+    async def list_core_blocks(self, user_id: str) -> list[dict[str, str]]:
+        fernet = await self._get_fernet(user_id)
+        if fernet is None:
+            return []
+        result = await self._db.execute(
+            select(MemoryCore).where(MemoryCore.user_id == user_id).order_by(MemoryCore.key.asc())
+        )
+        out: list[dict[str, str]] = []
+        for row in result.scalars().all():
+            plaintext = _safe_decrypt(fernet, row.value_encrypted)
+            if plaintext is not None:
+                out.append({"label": row.key, "value": plaintext})
+        return out
+
+    async def get_core_block(self, user_id: str, label: str) -> str | None:
+        fernet = await self._get_fernet(user_id)
+        if fernet is None:
+            return None
+        result = await self._db.execute(
+            select(MemoryCore).where(MemoryCore.user_id == user_id, MemoryCore.key == label)
+        )
+        row = result.scalar_one_or_none()
+        if row is None:
+            return None
+        return _safe_decrypt(fernet, row.value_encrypted)
+
+    async def delete_core(self, user_id: str, label: str) -> bool:
+        result = await self._db.execute(
+            select(MemoryCore).where(MemoryCore.user_id == user_id, MemoryCore.key == label)
+        )
+        row = result.scalar_one_or_none()
+        if row is None:
+            return False
+        await self._db.delete(row)
+        try:
+            await self._db.commit()
+            return True
+        except Exception as exc:
+            logger.error("memory: delete_core failed user=%s label=%s: %s", user_id, label, exc)
+            await self._db.rollback()
+            return False
+
+    async def append_core(self, user_id: str, label: str, content: str) -> None:
+        current = await self.get_core_block(user_id, label)
+        if current is None:
+            await self.update_core(user_id, label, content)
+            return
+        await self.update_core(user_id, label, f"{current}\n{content}")
+
+    async def replace_core(self, user_id: str, label: str, old: str, new: str) -> bool:
+        current = await self.get_core_block(user_id, label)
+        if current is None or old not in current:
+            return False
+        await self.update_core(user_id, label, current.replace(old, new, 1))
+        return True
+
+    async def insert_archival(self, user_id: str, content: str, source: str = "manual") -> None:
+        fernet = await self._get_fernet(user_id)
+        if fernet is None:
+            return
+        encrypted = _encrypt(fernet, content)
+        row = MemoryAssociative(
+            id=str(uuid.uuid4()), user_id=user_id,
+            content_encrypted=encrypted, embedding=None,
+            entity_type=source, entity_id=None,
+        )
+        self._db.add(row)
+        try:
+            await self._db.commit()
+        except Exception as exc:
+            logger.error("memory: insert_archival failed user=%s: %s", user_id, exc)
+            await self._db.rollback()
+
+    async def search_archival(self, user_id: str, query: str, top_k: int = 5) -> list[str]:
+        fernet = await self._get_fernet(user_id)
+        if fernet is None:
+            return []
+        result = await self._db.execute(
+            select(MemoryAssociative).where(MemoryAssociative.user_id == user_id)
+            .order_by(MemoryAssociative.updated_at.desc()).limit(100)
+        )
+        needle = query.strip().lower()
+        out: list[str] = []
+        for row in result.scalars().all():
+            plaintext = _safe_decrypt(fernet, row.content_encrypted)
+            if plaintext is None:
+                continue
+            if not needle or needle in plaintext.lower():
+                out.append(plaintext)
+            if len(out) >= max(top_k, 1):
+                break
+        return out
+
+    async def search_recall(self, user_id: str, query: str, top_k: int = 5) -> list[str]:
+        fernet = await self._get_fernet(user_id)
+        if fernet is None:
+            return []
+        result = await self._db.execute(
+            select(MemoryEpisodic).where(MemoryEpisodic.user_id == user_id)
+            .order_by(MemoryEpisodic.created_at.desc()).limit(100)
+        )
+        needle = query.strip().lower()
+        out: list[str] = []
+        for row in result.scalars().all():
+            plaintext = _safe_decrypt(fernet, row.summary_encrypted)
+            if plaintext is None:
+                continue
+            if not needle or needle in plaintext.lower():
+                out.append(plaintext)
+            if len(out) >= max(top_k, 1):
+                break
+        return out
+
+    # ── Private ───────────────────────────────────────────────────────
+
+    async def _get_fernet(self, user_id: str) -> Fernet | None:
+        result = await self._db.execute(select(User).where(User.id == user_id))
+        user = result.scalar_one_or_none()
+        if user is None or not user.encryption_key:
+            logger.warning("memory: no encryption_key for user=%s", user_id)
+            return None
+        return Fernet(user.encryption_key.encode())
+
+    async def _load_core(self, user_id: str, fernet: Fernet) -> dict[str, str]:
+        result = await self._db.execute(
+            select(MemoryCore).where(MemoryCore.user_id == user_id)
+        )
+        out: dict[str, str] = {}
+        for row in result.scalars().all():
+            plaintext = _safe_decrypt(fernet, row.value_encrypted)
+            if plaintext is not None:
+                out[row.key] = plaintext
+        return out
+
+    async def _load_associative(self, user_id: str, message: str, fernet: Fernet) -> list[str]:
+        result = await self._db.execute(
+            select(MemoryAssociative).where(MemoryAssociative.user_id == user_id)
+            .order_by(MemoryAssociative.updated_at.desc()).limit(_ASSOCIATIVE_TOP_K)
+        )
+        out: list[str] = []
+        for row in result.scalars().all():
+            plaintext = _safe_decrypt(fernet, row.content_encrypted)
+            if plaintext is not None:
+                out.append(plaintext)
+        return out
+
+    async def _load_episodic(self, user_id: str, fernet: Fernet, session_id: str | None = None) -> list[str]:
+        query = select(MemoryEpisodic).where(MemoryEpisodic.user_id == user_id)
+        if session_id:
+            query = query.where(MemoryEpisodic.session_id == session_id)
+        result = await self._db.execute(
+            query.order_by(MemoryEpisodic.created_at.desc()).limit(_EPISODIC_RECENT_N)
+        )
+        out: list[str] = []
+        for row in result.scalars().all():
+            plaintext = _safe_decrypt(fernet, row.summary_encrypted)
+            if plaintext is not None:
+                out.append(plaintext)
+        return out
+
+    async def _load_proactive(self, user_id: str, fernet: Fernet) -> list[str]:
+        result = await self._db.execute(
+            select(MemoryProactive).where(
+                MemoryProactive.user_id == user_id,
+                MemoryProactive.confidence >= _PROACTIVE_CONFIDENCE_THRESHOLD,
+            ).order_by(MemoryProactive.confidence.desc())
+        )
+        out: list[str] = []
+        for row in result.scalars().all():
+            plaintext = _safe_decrypt(fernet, row.pattern_encrypted)
+            if plaintext is not None:
+                out.append(plaintext)
+        return out
+
+
+def _encrypt(fernet: Fernet, plaintext: str) -> str:
+    return fernet.encrypt(plaintext.encode()).decode()
+
+
+def _safe_decrypt(fernet: Fernet, ciphertext: str) -> str | None:
+    try:
+        return fernet.decrypt(ciphertext.encode()).decode()
+    except (InvalidToken, Exception) as exc:
+        logger.warning("memory: decrypt failed: %s", exc)
+        return None

services/chat/app/output_formatter.py

@@ -0,0 +1,50 @@
+"""Output formatter for deep-agent stream events — Chat Service copy.
+
+Converts (event_type, data) tuples into WebSocket frame Pydantic models.
+"""
+
+from __future__ import annotations
+
+from collections.abc import AsyncGenerator
+from typing import Any
+
+from shared.schemas import WsFloatingDomain, WsStreamEnd, WsStreamStart, WsStreamText
+
+WsFrame = WsStreamStart | WsStreamText | WsStreamEnd | WsFloatingDomain
+
+
+class StreamFormatter:
+    """Convert `(event_type, data)` stream events into websocket frame models."""
+
+    def __init__(self, request_id: str) -> None:
+        self.request_id = request_id
+
+    async def format(
+        self,
+        event_stream: AsyncGenerator[tuple[str, Any], None],
+    ) -> AsyncGenerator[WsFrame, None]:
+        started = False
+
+        async for event_type, data in event_stream:
+            if event_type == "floating_domain":
+                if isinstance(data, dict):
+                    yield WsFloatingDomain(
+                        request_id=self.request_id,
+                        domain=data,
+                    )
+                continue
+
+            if event_type != "token":
+                continue
+
+            if not started:
+                yield WsStreamStart(request_id=self.request_id)
+                started = True
+
+            text = str(data or "")
+            if text:
+                yield WsStreamText(request_id=self.request_id, chunk=text)
+
+        if not started:
+            yield WsStreamStart(request_id=self.request_id)
+        yield WsStreamEnd(request_id=self.request_id)

services/chat/app/redis_consumer.py

@@ -0,0 +1,209 @@
+"""Redis consumer — listens for chat requests and dispatches to deep_agent.
+
+Subscribes to a Redis pattern channel chat:request:* so it receives
+requests for ALL users. Each request is processed in a separate asyncio task.
+"""
+
+from __future__ import annotations
+
+import asyncio
+import json
+import logging
+from uuid import uuid4
+
+from shared.db import async_session
+from shared.redis import redis_client, ws_out_channel
+
+from app.deep_agent import run_floating_stream, run_home_stream
+from app.memory_middleware import MemoryMiddleware
+from app.output_formatter import StreamFormatter
+from shared.ws_context import clear_current_user, set_current_user
+from app import tracing
+
+logger = logging.getLogger(__name__)
+
+
+def start_consumer() -> asyncio.Task:
+    """Start the Redis consumer as a background asyncio task."""
+    return asyncio.create_task(_consumer_loop())
+
+
+async def _consumer_loop() -> None:
+    """Subscribe to chat:request:* and dispatch incoming frames."""
+    pubsub = redis_client.pubsub()
+    await pubsub.psubscribe("chat:request:*")
+    logger.info("redis_consumer: subscribed to chat:request:*")
+
+    try:
+        while True:
+            message = await pubsub.get_message(
+                ignore_subscribe_messages=True, timeout=1.0
+            )
+            if message is not None and message["type"] == "pmessage":
+                frame = json.loads(message["data"])
+                asyncio.create_task(_dispatch(frame))
+            else:
+                await asyncio.sleep(0.01)
+    except asyncio.CancelledError:
+        logger.info("redis_consumer: shutting down")
+    finally:
+        await pubsub.punsubscribe()
+        await pubsub.aclose()
+
+
+async def _dispatch(frame: dict) -> None:
+    """Route a chat request frame to the appropriate handler."""
+    frame_type = frame.get("type")
+    user_id = frame.get("user_id")
+
+    if not user_id:
+        logger.warning("redis_consumer: frame missing user_id: %s", frame.get("type"))
+        return
+
+    if frame_type == "home_request":
+        await _handle_home_request(user_id, frame)
+    elif frame_type == "floating_request":
+        await _handle_floating_request(user_id, frame)
+    else:
+        logger.debug("redis_consumer: unknown frame type %r", frame_type)
+
+
+async def _publish_frame(user_id: str, frame_data: str) -> None:
+    """Publish a frame to ws:out:{user_id} for the WS Gateway to forward."""
+    channel = ws_out_channel(user_id)
+    await redis_client.publish(channel, frame_data)
+
+
+async def _handle_home_request(user_id: str, frame: dict) -> None:
+    """Process a home_request — enrich with memory, run deep_agent, stream results."""
+    request_id = frame.get("request_id") or str(uuid4())
+    message: str = frame.get("message", "")
+    session_id: str = frame.get("session_id") or str(uuid4())
+
+    logger.info(
+        "redis_consumer: home_request user=%s req=%s msg=%s",
+        user_id, request_id, message[:200],
+    )
+
+    response_chunks: list[str] = []
+
+    with tracing.trace_span(
+        name="home_request",
+        user_id=user_id,
+        session_id=session_id,
+        trace_id=request_id,
+        input=message,
+        metadata={"message_preview": message[:200]},
+        tags=["home"],
+    ) as span:
+        langfuse_handler = tracing.get_langfuse_callback()
+
+        # Enrich with memory context
+        async with async_session() as db:
+            memory = MemoryMiddleware(db)
+            memory_context = await memory.enrich_context(
+                user_id, message,
+                trace_id=request_id, session_id=session_id,
+            )
+
+        context: dict = {
+            "conversation_history": frame.get("conversation_history", []),
+            "_debug": {"request_id": request_id, "session_id": session_id, "user_id": user_id},
+            **memory_context,
+        }
+
+        set_current_user(user_id)
+        try:
+            event_stream = run_home_stream(user_id, message, context, langfuse_handler=langfuse_handler)
+            formatter = StreamFormatter(request_id=request_id)
+            async for ws_frame in formatter.format(event_stream):
+                await _publish_frame(user_id, ws_frame.model_dump_json())
+                if hasattr(ws_frame, "chunk"):
+                    response_chunks.append(ws_frame.chunk)
+        except Exception as exc:
+            logger.error("redis_consumer: home_request failed user=%s req=%s: %s", user_id, request_id, exc)
+        finally:
+            clear_current_user()
+
+        # Link prompt and attach output preview
+        tracing.link_prompt_to_trace(span, "home_system")
+        response_text = "".join(response_chunks)
+        span.update(output=response_text[:500] if response_text else None)
+
+    tracing.flush()
+
+    # Store episode
+    async with async_session() as db:
+        memory = MemoryMiddleware(db)
+        await memory.store_episode(
+            user_id, session_id, message, "".join(response_chunks),
+            trace_id=request_id,
+        )
+
+
+async def _handle_floating_request(user_id: str, frame: dict) -> None:
+    """Process a floating_request — enrich with memory, run deep_agent, stream results."""
+    request_id = frame.get("request_id") or str(uuid4())
+    message: str = frame.get("message", "")
+    session_id: str = frame.get("session_id") or str(uuid4())
+    scope: dict = frame.get("scope", {})
+
+    logger.info(
+        "redis_consumer: floating_request user=%s req=%s scope=%s msg=%s",
+        user_id, request_id, json.dumps(scope)[:200], message[:200],
+    )
+
+    response_chunks: list[str] = []
+
+    with tracing.trace_span(
+        name="floating_request",
+        user_id=user_id,
+        session_id=session_id,
+        trace_id=request_id,
+        input=message,
+        metadata={"message_preview": message[:200], "scope": scope},
+        tags=["floating"],
+    ) as span:
+        langfuse_handler = tracing.get_langfuse_callback()
+
+        # Enrich with memory context
+        async with async_session() as db:
+            memory = MemoryMiddleware(db)
+            memory_context = await memory.enrich_context(
+                user_id, message,
+                trace_id=request_id, session_id=session_id,
+            )
+
+        context: dict = {
+            "scope": scope,
+            "_debug": {"request_id": request_id, "session_id": session_id, "user_id": user_id},
+            **memory_context,
+        }
+
+        set_current_user(user_id)
+        try:
+            event_stream = run_floating_stream(user_id, message, context, langfuse_handler=langfuse_handler)
+            formatter = StreamFormatter(request_id=request_id)
+            async for ws_frame in formatter.format(event_stream):
+                await _publish_frame(user_id, ws_frame.model_dump_json())
+                if hasattr(ws_frame, "chunk"):
+                    response_chunks.append(ws_frame.chunk)
+        except Exception as exc:
+            logger.error("redis_consumer: floating_request failed user=%s req=%s: %s", user_id, request_id, exc)
+        finally:
+            clear_current_user()
+
+        # Link prompt and attach output preview
+        tracing.link_prompt_to_trace(span, "floating_system")
+        response_text = "".join(response_chunks)
+        span.update(output=response_text[:500] if response_text else None)
+
+    tracing.flush()
+
+    # Store episode
+    async with async_session() as db:
+        memory = MemoryMiddleware(db)
+        await memory.store_episode(
+            user_id, session_id, message, "".join(response_chunks),
+            trace_id=request_id,
+        )

services/chat/app/routes.py

@@ -0,0 +1,37 @@
+"""Chat REST route — POST /chat fallback when WS is unavailable."""
+
+from __future__ import annotations
+
+from fastapi import APIRouter, Request
+from fastapi.responses import JSONResponse
+
+from shared.schemas import ChatRequest
+
+from app.deep_agent import run_home
+from shared.ws_context import clear_current_user, set_current_user
+
+router = APIRouter(prefix="/chat", tags=["chat"])
+
+
+@router.post("")
+async def chat(body: ChatRequest, request: Request) -> JSONResponse:
+    """REST fallback for home chat.
+
+    In the microservices setup, Traefik ForwardAuth has already validated
+    the JWT and injected X-User-Id / X-User-Email / X-User-Tier headers.
+    """
+    user_id = request.headers.get("X-User-Id", "")
+    if not user_id:
+        return JSONResponse(status_code=401, content={"detail": "Missing X-User-Id header"})
+
+    set_current_user(user_id)
+    try:
+        response = await run_home(
+            user_id=user_id,
+            message=body.message,
+            context=body.context.model_dump(),
+        )
+    finally:
+        clear_current_user()
+
+    return JSONResponse(content={"response": response})

services/chat/app/tracing.py

@@ -0,0 +1,304 @@
+"""Langfuse tracing & prompt management for the Chat Service (v4 SDK).
+
+Provides:
+- ``init_langfuse()`` — initialise the singleton client at startup
+- ``trace_span()`` — context manager that creates a trace + span
+- ``get_langfuse_callback()`` — LangChain callback handler (auto-inherits trace)
+- ``get_prompt()`` — fetch a managed prompt from Langfuse by name
+- ``flush()`` / ``shutdown()`` — lifecycle management
+
+All functions gracefully degrade to no-ops when Langfuse is not configured,
+so the service works identically with or without observability keys.
+
+Requires ``langfuse >= 3.0.0`` (v4 / "Fast Preview" SDK).
+"""
+
+from __future__ import annotations
+
+import logging
+from contextlib import contextmanager
+from typing import Any
+
+from shared.config import settings
+
+logger = logging.getLogger(__name__)
+
+# ── State ────────────────────────────────────────────────────────────────
+
+_initialised: bool = False
+_disabled: bool = False
+
+
+def _is_configured() -> bool:
+    return bool(settings.LANGFUSE_SECRET_KEY and settings.LANGFUSE_PUBLIC_KEY)
+
+
+def init_langfuse() -> None:
+    """Initialise the Langfuse singleton. Call once at startup."""
+    global _initialised, _disabled
+
+    if _initialised or _disabled:
+        return
+
+    if not _is_configured():
+        _disabled = True
+        logger.info("tracing: Langfuse keys not set — tracing disabled")
+        return
+
+    try:
+        from langfuse import Langfuse
+
+        Langfuse(
+            secret_key=settings.LANGFUSE_SECRET_KEY,
+            public_key=settings.LANGFUSE_PUBLIC_KEY,
+            host=settings.LANGFUSE_HOST,
+        )
+        _initialised = True
+        logger.info("tracing: Langfuse client initialised (host=%s)", settings.LANGFUSE_HOST)
+    except Exception as exc:
+        _disabled = True
+        logger.warning("tracing: failed to initialise Langfuse: %s", exc)
+
+
+def _get_client() -> Any | None:
+    """Return the singleton Langfuse client, or *None* if disabled."""
+    if _disabled:
+        return None
+    if not _initialised:
+        init_langfuse()
+    if _disabled:
+        return None
+    try:
+        from langfuse import get_client
+        return get_client()
+    except Exception:
+        return None
+
+
+# ── Null span (no-op when Langfuse is disabled) ─────────────────────────
+
+
+class _NullSpan:
+    """Drop-in replacement when Langfuse is disabled."""
+
+    def update(self, **_: Any) -> None: ...
+    def set_trace_io(self, **_: Any) -> None: ...
+    def score_trace(self, **_: Any) -> None: ...
+
+
+# ── Trace context manager ───────────────────────────────────────────────
+
+
+@contextmanager
+def trace_span(
+    *,
+    name: str,
+    user_id: str,
+    session_id: str | None = None,
+    trace_id: str | None = None,
+    input: Any = None,
+    metadata: dict[str, Any] | None = None,
+    tags: list[str] | None = None,
+):
+    """Context manager that creates a Langfuse trace/span.
+
+    Yields the span object (or a ``_NullSpan`` if Langfuse is disabled).
+    A ``CallbackHandler`` created inside this block auto-inherits the trace
+    context, so there is no need to pass trace IDs manually.
+    """
+    lf = _get_client()
+    if lf is None:
+        yield _NullSpan()
+        return
+
+    try:
+        from langfuse import Langfuse, propagate_attributes
+
+        trace_ctx: dict[str, str] = {}
+        if trace_id is not None:
+            trace_ctx["trace_id"] = Langfuse.create_trace_id(seed=trace_id)
+
+        with lf.start_as_current_observation(
+            as_type="span",
+            name=name,
+            input=input,
+            metadata=metadata or {},
+            **({"trace_context": trace_ctx} if trace_ctx else {}),
+        ) as span:
+            with propagate_attributes(
+                user_id=user_id,
+                session_id=session_id,
+                tags=tags or [],
+            ):
+                yield span
+    except Exception as exc:
+        logger.warning("tracing: trace_span(%s) failed: %s", name, exc)
+        yield _NullSpan()
+
+
+# ── LangChain callback handler ──────────────────────────────────────────
+
+
+def get_langfuse_callback() -> Any | None:
+    """Return a LangChain ``CallbackHandler`` that auto-inherits the current trace.
+
+    Must be called inside a ``trace_span()`` block for proper linking.
+    Returns *None* when Langfuse is disabled.
+    """
+    if _disabled and not _initialised:
+        return None
+
+    try:
+        from langfuse.langchain import CallbackHandler
+        return CallbackHandler()
+    except Exception as exc:
+        logger.warning("tracing: get_langfuse_callback failed: %s", exc)
+        return None
+
+
+# ── Prompt management ────────────────────────────────────────────────────
+
+
+def get_prompt(
+    name: str,
+    *,
+    version: int | None = None,
+    label: str | None = None,
+    fallback: str | None = None,
+    cache_ttl_seconds: int = 300,
+) -> str | None:
+    """Fetch a managed prompt from Langfuse by name (without variable compilation).
+
+    Returns the raw prompt string, or *fallback* if the prompt is not
+    found or Langfuse is disabled.
+    """
+    lf = _get_client()
+    if lf is None:
+        return fallback
+
+    try:
+        kwargs: dict[str, Any] = {
+            "name": name,
+            "cache_ttl_seconds": cache_ttl_seconds,
+        }
+        if version is not None:
+            kwargs["version"] = version
+        if label is not None:
+            kwargs["label"] = label
+        prompt = lf.get_prompt(**kwargs)
+        return prompt.prompt
+    except Exception as exc:
+        logger.warning("tracing: get_prompt(%s) failed: %s", name, exc)
+        return fallback
+
+
+def compile_prompt(
+    name: str,
+    *,
+    fallback: str,
+    variables: dict[str, str],
+    version: int | None = None,
+    label: str | None = None,
+    cache_ttl_seconds: int = 300,
+) -> str:
+    """Fetch a managed prompt from Langfuse and compile it with ``{{variables}}``.
+
+    If the prompt exists in Langfuse, uses the SDK's ``.compile(**variables)``
+    which replaces ``{{key}}`` placeholders.  If Langfuse is disabled or the
+    prompt is not found, falls back to ``fallback.format(**variables)`` (Python
+    ``{key}`` placeholders).
+
+    This means:
+      - Langfuse prompts use ``{{variable}}`` syntax.
+      - Hardcoded fallback strings use Python ``{variable}`` syntax.
+    """
+    lf = _get_client()
+    if lf is None:
+        return fallback.format(**variables)
+
+    try:
+        kwargs: dict[str, Any] = {
+            "name": name,
+            "cache_ttl_seconds": cache_ttl_seconds,
+        }
+        if version is not None:
+            kwargs["version"] = version
+        if label is not None:
+            kwargs["label"] = label
+        prompt = lf.get_prompt(**kwargs)
+        return prompt.compile(**variables)
+    except Exception as exc:
+        logger.warning("tracing: compile_prompt(%s) failed, using fallback: %s", name, exc)
+        return fallback.format(**variables)
+
+
+def link_prompt_to_trace(
+    span: Any,
+    prompt_name: str,
+    *,
+    version: int | None = None,
+    label: str | None = None,
+) -> None:
+    """Attach prompt metadata to a span/trace."""
+    lf = _get_client()
+    if lf is None or isinstance(span, _NullSpan):
+        return
+
+    try:
+        kwargs: dict[str, Any] = {"name": prompt_name}
+        if version is not None:
+            kwargs["version"] = version
+        if label is not None:
+            kwargs["label"] = label
+        prompt = lf.get_prompt(**kwargs)
+        span.update(metadata={"prompt": {"name": prompt_name, "version": prompt.version}})
+    except Exception as exc:
+        logger.warning("tracing: link_prompt_to_trace(%s) failed: %s", prompt_name, exc)
+
+
+# ── Scoring helper ───────────────────────────────────────────────────────
+
+
+def score_trace(
+    trace_id: str,
+    name: str,
+    value: float,
+    *,
+    comment: str | None = None,
+) -> None:
+    """Post a score to a trace (e.g. user feedback, latency, quality)."""
+    lf = _get_client()
+    if lf is None:
+        return
+
+    try:
+        lf.create_score(trace_id=trace_id, name=name, value=value, comment=comment)
+    except Exception as exc:
+        logger.warning("tracing: score_trace failed: %s", exc)
+
+
+# ── Shutdown ─────────────────────────────────────────────────────────────
+
+
+def flush() -> None:
+    """Flush pending Langfuse events."""
+    lf = _get_client()
+    if lf is not None:
+        try:
+            lf.flush()
+        except Exception as exc:
+            logger.warning("tracing: flush failed: %s", exc)
+
+
+def shutdown() -> None:
+    """Flush and close the Langfuse client."""
+    global _initialised, _disabled
+    lf = _get_client()
+    if lf is not None:
+        try:
+            lf.flush()
+            lf.shutdown()
+        except Exception as exc:
+            logger.warning("tracing: shutdown failed: %s", exc)
+    _initialised = False
+    _disabled = False

services/chat/requirements.txt

@@ -0,0 +1,17 @@
+fastapi>=0.115.0
+uvicorn[standard]>=0.34.0
+gunicorn>=22.0.0
+pydantic>=2.10.0
+pydantic-settings>=2.7.0
+sqlalchemy>=2.0.0
+asyncpg>=0.30.0
+redis>=5.0.0
+cryptography>=42.0.0
+python-dotenv>=1.0.0
+langchain-core>=0.3.0
+langchain-openai>=0.3.0
+langchain-litellm>=0.3.0
+litellm>=1.50.0
+openai>=1.50.0
+httpx>=0.27.0
+langfuse>=3.0.0

services/ws-gateway/Dockerfile

@@ -0,0 +1,36 @@
+# ── builder ──────────────────────────────────────────────────────────────────
+FROM python:3.12-slim AS builder
+
+WORKDIR /build
+
+COPY services/ws-gateway/requirements.txt ./requirements.txt
+RUN pip install --upgrade pip && \
+    pip install --no-cache-dir --prefix=/install -r requirements.txt
+
+# ── runtime ──────────────────────────────────────────────────────────────────
+FROM python:3.12-slim AS runtime
+
+RUN addgroup --system appgroup && adduser --system --ingroup appgroup appuser
+
+WORKDIR /app
+
+COPY --from=builder /install /usr/local
+
+# Shared module
+COPY shared/ shared/
+
+# Service source
+COPY services/ws-gateway/app/ app/
+
+RUN chown -R appuser:appgroup /app
+
+USER appuser
+
+EXPOSE 8000
+
+# Single worker — each instance handles many WS connections via asyncio
+CMD ["gunicorn", "app.main:app", \
+     "-k", "uvicorn.workers.UvicornWorker", \
+     "--bind", "0.0.0.0:8000", \
+     "--workers", "1", \
+     "--timeout", "0"]

services/ws-gateway/README.md

@@ -0,0 +1,17 @@
+# WS Gateway
+
+Stateless WebSocket proxy. Accepts Electron connections, authenticates JWT,
+routes frames to Chat/Batch services via Redis pub/sub.
+
+## No business logic
+This service does NOT know what tasks, notes, or agents are.
+It only routes JSON frames between Electron and downstream services.
+
+## Scaling
+Sticky sessions on `user_id` (Traefik consistent hashing).
+
+## Redis channels used
+- Subscribe: `ws:out:{user_id}` (frames to send to client)
+- Publish: `chat:request:{user_id}`, `batch:request:{user_id}`
+- LPUSH: `tool:result:{call_id}` (from client tool_result frames)
+- HSET/HDEL: `ws:devices:{user_id}` (device registry)

services/ws-gateway/app/handler.py

@@ -0,0 +1,173 @@
+"""WebSocket handler — device connection lifecycle.
+
+Accepts Electron WS connections, authenticates JWT, registers device in Redis,
+and runs two concurrent loops:
+  1. Message loop: receive frames from Electron, route to Redis
+  2. Outbound loop: subscribe to Redis ws:out:{user_id}, forward to Electron
+  3. Heartbeat loop: ping every 30s
+
+No business logic lives here — the handler is a JSON frame router.
+"""
+
+from __future__ import annotations
+
+import asyncio
+import json
+import logging
+from uuid import uuid4
+
+from fastapi import APIRouter, WebSocket, WebSocketDisconnect
+from jose import JWTError, jwt
+
+from shared.config import settings
+from shared.schemas import WsFrameType
+
+from app.redis_bridge import (
+    publish_batch_request,
+    publish_chat_request,
+    push_tool_result,
+    register_device,
+    set_gateway_id,
+    subscribe_outbound,
+    unregister_device,
+)
+
+logger = logging.getLogger(__name__)
+
+router = APIRouter(prefix="/ws", tags=["ws-gateway"])
+
+_HEARTBEAT_INTERVAL = 30  # seconds
+
+# Set a unique gateway instance ID on module load
+set_gateway_id(str(uuid4()))
+
+
+@router.websocket("/device")
+async def device_ws(websocket: WebSocket) -> None:
+    """Persistent WebSocket endpoint for Electron device connections."""
+
+    # ── 1. Authenticate via ?token= query parameter ──────────────────
+    token = websocket.query_params.get("token", "")
+    try:
+        payload = jwt.decode(
+            token,
+            settings.JWT_PUBLIC_KEY,
+            algorithms=["RS256"],
+        )
+        user_id: str | None = payload.get("sub")
+        email: str | None = payload.get("email")
+        if not user_id:
+            raise JWTError("missing sub")
+    except JWTError:
+        await websocket.close(code=1008)
+        return
+
+    await websocket.accept()
+
+    # ── 2. Await device_hello frame ──────────────────────────────────
+    try:
+        raw = await asyncio.wait_for(websocket.receive_text(), timeout=15.0)
+    except (asyncio.TimeoutError, WebSocketDisconnect):
+        await websocket.close(code=1008)
+        return
+
+    try:
+        hello = json.loads(raw)
+        if hello.get("type") != WsFrameType.device_hello:
+            raise ValueError("expected device_hello as first frame")
+        device_id: str = hello["device_id"]
+        agent_ids: list[str] = hello.get("agent_ids", [])
+    except (KeyError, ValueError, json.JSONDecodeError) as exc:
+        logger.warning("handler: invalid device_hello user=%s: %s", user_id, exc)
+        await websocket.close(code=1008)
+        return
+
+    # ── 3. Register device in Redis ──────────────────────────────────
+    await register_device(user_id, device_id)
+    logger.info("handler: connected user=%s device=%s agents=%s", user_id, device_id, agent_ids)
+
+    # Notify downstream services that device is online (for agent trigger)
+    await publish_batch_request(user_id, {
+        "type": "device_online",
+        "user_id": user_id,
+        "device_id": device_id,
+        "agent_ids": agent_ids,
+    })
+
+    # ── 4. Subscribe to outbound Redis channel ───────────────────────
+    pubsub = await subscribe_outbound(user_id)
+
+    # ── 5. Run concurrent loops ──────────────────────────────────────
+    try:
+        await asyncio.gather(
+            _inbound_loop(websocket, user_id),
+            _outbound_loop(websocket, pubsub),
+            _heartbeat_loop(websocket),
+        )
+    except WebSocketDisconnect:
+        pass
+    except Exception as exc:
+        logger.warning("handler: unhandled exception user=%s: %s", user_id, exc)
+    finally:
+        await pubsub.unsubscribe()
+        await pubsub.aclose()
+        await unregister_device(user_id)
+        logger.info("handler: disconnected user=%s device=%s", user_id, device_id)
+
+
+# ── Inbound: Electron → Redis ────────────────────────────────────────
+
+async def _inbound_loop(websocket: WebSocket, user_id: str) -> None:
+    """Receive frames from Electron and route to the appropriate Redis channel."""
+    async for raw in websocket.iter_text():
+        try:
+            frame: dict = json.loads(raw)
+        except json.JSONDecodeError:
+            logger.warning("handler: invalid JSON from user=%s", user_id)
+            continue
+
+        frame_type = frame.get("type")
+
+        # Inject user_id so downstream services know who sent it
+        frame["user_id"] = user_id
+
+        if frame_type == WsFrameType.tool_result:
+            call_id = frame.get("id")
+            if call_id:
+                await push_tool_result(call_id, frame)
+            else:
+                logger.warning("handler: tool_result missing id user=%s", user_id)
+
+        elif frame_type in (WsFrameType.home_request, WsFrameType.floating_request):
+            await publish_chat_request(user_id, frame)
+
+        elif frame_type in (WsFrameType.journey_start, WsFrameType.journey_message):
+            await publish_batch_request(user_id, frame)
+
+        elif frame_type == "pong":
+            pass  # heartbeat ack
+
+        else:
+            logger.debug("handler: unknown frame type %r user=%s", frame_type, user_id)
+
+
+# ── Outbound: Redis → Electron ───────────────────────────────────────
+
+async def _outbound_loop(websocket: WebSocket, pubsub) -> None:
+    """Subscribe to Redis ws:out:{user_id} and forward frames to Electron."""
+    while True:
+        message = await pubsub.get_message(ignore_subscribe_messages=True, timeout=1.0)
+        if message is not None and message["type"] == "message":
+            await websocket.send_text(message["data"])
+        else:
+            # Brief sleep to avoid busy-wait when no messages
+            await asyncio.sleep(0.01)
+
+
+# ── Heartbeat ────────────────────────────────────────────────────────
+
+async def _heartbeat_loop(websocket: WebSocket) -> None:
+    """Send ping frames every 30s to keep the connection alive."""
+    while True:
+        await asyncio.sleep(_HEARTBEAT_INTERVAL)
+        await websocket.send_text(json.dumps({"type": "ping"}))

services/ws-gateway/app/main.py

@@ -0,0 +1,56 @@
+"""WS Gateway — stateless WebSocket proxy.
+
+Accepts Electron device connections, authenticates JWT (RS256 public key),
+and routes frames between Electron and downstream services via Redis pub/sub.
+
+This service has NO business logic — it only routes JSON frames.
+"""
+
+import sys
+from contextlib import asynccontextmanager
+import logging
+from pathlib import Path
+
+# Ensure the repo root is on sys.path so "shared" is importable in local dev.
+_repo_root = str(Path(__file__).resolve().parents[3])
+if _repo_root not in sys.path:
+    sys.path.insert(0, _repo_root)
+
+from fastapi import FastAPI
+from shared.config import settings
+
+logging.basicConfig(
+    level=logging.INFO,
+    format="%(asctime)s %(levelname)s %(name)s: %(message)s",
+)
+
+
+@asynccontextmanager
+async def lifespan(app: FastAPI):
+    yield
+    from shared.redis import redis_client
+
+    await redis_client.aclose()
+
+
+def create_app() -> FastAPI:
+    app = FastAPI(
+        title="Adiuva WS Gateway",
+        version="0.1.0",
+        docs_url="/docs" if settings.ENV == "dev" else None,
+        redoc_url=None,
+        lifespan=lifespan,
+    )
+
+    from app.handler import router
+
+    app.include_router(router, prefix="/api/v1")
+
+    @app.get("/api/v1/health", tags=["health"])
+    async def health() -> dict:
+        return {"status": "ok", "service": "ws-gateway", "version": app.version}
+
+    return app
+
+
+app = create_app()

services/ws-gateway/app/redis_bridge.py

@@ -0,0 +1,104 @@
+"""Redis bridge — device registry + pub/sub routing.
+
+All inter-service communication passes through Redis:
+  - Device registry:   HSET/HDEL ws:devices:{user_id}
+  - Outbound frames:   Subscribe ws:out:{user_id}
+  - Chat requests:     Publish chat:request:{user_id}
+  - Batch requests:    Publish batch:request:{user_id}
+  - Tool results:      LPUSH tool:result:{call_id}
+"""
+
+from __future__ import annotations
+
+import json
+import logging
+
+from shared.redis import (
+    batch_request_channel,
+    chat_request_channel,
+    device_key,
+    redis_client,
+    tool_result_key,
+    ws_out_channel,
+)
+
+logger = logging.getLogger(__name__)
+
+# Instance ID for this gateway replica (set on startup)
+_GATEWAY_ID: str = ""
+
+
+def set_gateway_id(gid: str) -> None:
+    global _GATEWAY_ID
+    _GATEWAY_ID = gid
+
+
+def get_gateway_id() -> str:
+    return _GATEWAY_ID
+
+
+# ── Device Registry ──────────────────────────────────────────────────
+
+
+async def register_device(user_id: str, device_id: str) -> None:
+    """Register a connected device in Redis."""
+    key = device_key(user_id)
+    await redis_client.hset(key, mapping={
+        "device_id": device_id,
+        "gateway_id": _GATEWAY_ID,
+    })
+    logger.info("redis_bridge: registered user=%s device=%s gateway=%s", user_id, device_id, _GATEWAY_ID)
+
+
+async def unregister_device(user_id: str) -> None:
+    """Remove device registration from Redis."""
+    key = device_key(user_id)
+    await redis_client.delete(key)
+    logger.info("redis_bridge: unregistered user=%s", user_id)
+
+
+async def is_device_online(user_id: str) -> bool:
+    """Check if a device is registered."""
+    key = device_key(user_id)
+    return await redis_client.exists(key) > 0
+
+
+# ── Frame Routing ────────────────────────────────────────────────────
+
+
+async def publish_chat_request(user_id: str, frame: dict) -> None:
+    """Forward a chat request frame to the Chat Service via Redis."""
+    channel = chat_request_channel(user_id)
+    await redis_client.publish(channel, json.dumps(frame))
+    logger.debug("redis_bridge: published chat_request user=%s", user_id)
+
+
+async def publish_batch_request(user_id: str, frame: dict) -> None:
+    """Forward a batch request frame to the Batch Agent Service via Redis."""
+    channel = batch_request_channel(user_id)
+    await redis_client.publish(channel, json.dumps(frame))
+    logger.debug("redis_bridge: published batch_request user=%s", user_id)
+
+
+async def push_tool_result(call_id: str, result: dict) -> None:
+    """Push a tool_result to the Redis list for the waiting service.
+
+    Chat/Batch services do BRPOP on this key with a 30s timeout.
+    """
+    key = tool_result_key(call_id)
+    await redis_client.lpush(key, json.dumps(result))
+    # Auto-expire after 60s to prevent stale keys
+    await redis_client.expire(key, 60)
+    logger.debug("redis_bridge: pushed tool_result call_id=%s", call_id)
+
+
+async def subscribe_outbound(user_id: str):
+    """Return an async pubsub subscription for frames to send to Electron.
+
+    Chat/Batch services publish to ws:out:{user_id} and this gateway
+    forwards them to the connected WebSocket.
+    """
+    channel = ws_out_channel(user_id)
+    pubsub = redis_client.pubsub()
+    await pubsub.subscribe(channel)
+    return pubsub

services/ws-gateway/requirements.txt

@@ -0,0 +1,8 @@
+fastapi>=0.115.0
+uvicorn[standard]>=0.34.0
+gunicorn>=22.0.0
+pydantic>=2.10.0
+pydantic-settings>=2.7.0
+python-jose[cryptography]>=3.3.0
+redis>=5.0.0
+websockets>=14.0

shared/__init__.py

@@ -0,0 +1,5 @@
+"""Shared module — imported by all microservices.
+
+Contains DB engine/session, ORM models, Pydantic schemas, config,
+and Redis utilities. Changes here affect ALL services.
+"""

shared/agents/__init__.py

@@ -0,0 +1 @@
+"""Shared domain agents — tool definitions used by both Chat and Batch Agent services."""

shared/agents/note_agent.py

@@ -0,0 +1,142 @@
+"""Note agent — Markdown note management (list, get, create, update, delete).
+
+Shared tool definitions used by both Chat and Batch Agent services.
+"""
+
+from __future__ import annotations
+
+import re
+from typing import Any
+
+from langchain_core.tools import tool
+
+from shared.llm import embed
+from shared.ws_context import execute_on_client
+
+_UUID_RE = re.compile(
+    r"^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
+)
+
+
+def _is_uuid(value: str) -> bool:
+    return bool(_UUID_RE.match(value))
+
+NOTE_SYSTEM_PROMPT = (
+    "You are a note-taking assistant. You help users create, retrieve, update,\n"
+    "and delete Markdown notes in their workspace.\n\n"
+    "Rules:\n"
+    "  - content is always Markdown; preserve formatting when updating\n"
+    "  - project_id is optional; link a note to a project when mentioned\n"
+    "  - When updating, call get_note first if you need to read existing content\n"
+    "    before appending or replacing sections\n"
+    "  - list_notes without project_id returns all notes; scope with project_id\n"
+    "    when the user is working within a specific project\n"
+    "  - project_id must be a UUID; if you only know a project name, do not pass it as project_id\n"
+    "  - Do not fabricate note content — reflect what the user provides or what\n"
+    "    is already in the note (retrieved via get_note)."
+)
+
+
+@tool
+async def list_notes(project_id: str = "") -> str:
+    """List notes, optionally scoped to a project by project_id."""
+    normalized_project_id = project_id if (project_id and _is_uuid(project_id)) else ""
+    result = await execute_on_client(
+        action="select",
+        table="notes",
+        filters={"projectId": normalized_project_id or None},
+    )
+    rows = result.get("rows", [])
+    if not rows:
+        return "No notes found."
+    lines = [f"- {r['title']} (id: {r['id']})" for r in rows]
+    return f"Found {len(rows)} note(s):\n" + "\n".join(lines)
+
+
+@tool
+async def get_note(note_id: str) -> str:
+    """Fetch a single note by its UUID to read its full Markdown content."""
+    result = await execute_on_client(action="get", table="notes", data={"id": note_id})
+    row = result.get("row")
+    if not row:
+        return f"Note {note_id} not found."
+    return f"Note '{row['title']}' (id: {row['id']}):\n\n{row['content']}"
+
+
+@tool
+async def create_note(
+    title: str,
+    content: str,
+    project_id: str = "",
+) -> str:
+    """Create a new note.
+    title: note heading (required)
+    content: Markdown body text (required)
+    project_id: optional UUID linking this note to a project
+    """
+    result = await execute_on_client(
+        action="insert",
+        table="notes",
+        data={
+            "title": title,
+            "content": content,
+            "projectId": project_id or None,
+        },
+    )
+    row = result["row"]
+    # Index the note content in the vector store.
+    vector = await embed(content)
+    await execute_on_client(
+        action="vector_upsert",
+        data={"id": row["id"], "projectId": row.get("projectId"), "content": content},
+        vector=vector,
+    )
+    return f"Note created: '{row['title']}' (id: {row['id']})."
+
+
+@tool
+async def update_note(
+    note_id: str,
+    title: str = "",
+    content: str = "",
+) -> str:
+    """Update an existing note. Only pass fields that should change.
+    note_id: UUID of the note (required)
+    If you need to preserve existing content, call get_note first.
+    """
+    updates: dict[str, Any] = {}
+    if title:
+        updates["title"] = title
+    if content:
+        updates["content"] = content
+    result = await execute_on_client(
+        action="update",
+        table="notes",
+        data={"id": note_id, "updates": updates},
+    )
+    row = result["row"]
+    # Re-index if content changed.
+    if content:
+        vector = await embed(content)
+        await execute_on_client(
+            action="vector_upsert",
+            data={"id": note_id, "projectId": row.get("projectId"), "content": content},
+            vector=vector,
+        )
+    return f"Note updated: '{row['title']}' (id: {row['id']})."
+
+
+@tool
+async def delete_note(note_id: str) -> str:
+    """Delete a note permanently by its UUID."""
+    await execute_on_client(action="delete", table="notes", data={"id": note_id})
+    return f"Note {note_id} deleted."
+
+
+NOTE_TOOLS: list[Any] = [
+    list_notes,
+    get_note,
+    create_note,
+    update_note,
+    delete_note,
+]

shared/agents/project_agent.py

@@ -0,0 +1,146 @@
+"""Project agent — full lifecycle management (list, get, create, update, archive, delete).
+
+Shared tool definitions used by both Chat and Batch Agent services.
+"""
+
+from __future__ import annotations
+
+from typing import Any
+
+from langchain_core.tools import tool
+
+from shared.ws_context import execute_on_client
+
+PROJECT_SYSTEM_PROMPT = (
+    "You are a project management assistant. You help users create, find,\n"
+    "update, and archive projects in their workspace.\n\n"
+    "Rules:\n"
+    "  - status must be one of: active, archived\n"
+    "  - client_id is optional; link to a client only when explicitly mentioned\n"
+    "  - ai_summary is populated only when the user asks for a project summary;\n"
+    "    derive it from context data — do not fabricate content\n"
+    "  - Use list_projects for scoped queries; list_all_projects only when the\n"
+    "    user wants a complete cross-client view including archived projects\n"
+    "  - get_project requires a project UUID; resolve the ID first by calling\n"
+    "    list_projects if you only have a project name\n"
+    "  - Prefer archiving (update_project status=archived) over deletion;\n"
+    "    only call delete_project when the user explicitly confirms deletion."
+)
+
+
+@tool
+async def list_projects(
+    client_id: str = "",
+    include_archived: int = 0,
+) -> str:
+    """List projects, optionally filtered by client_id.
+    include_archived: 1 to include archived projects, 0 for active only (default).
+    """
+    result = await execute_on_client(
+        action="select",
+        table="projects",
+        filters={
+            "clientId": client_id or None,
+            "includeArchived": bool(include_archived),
+        },
+    )
+    rows = result.get("rows", [])
+    if not rows:
+        return "No projects found."
+    lines = [f"- {r['name']} (status: {r['status']}, id: {r['id']})" for r in rows]
+    return f"Found {len(rows)} project(s):\n" + "\n".join(lines)
+
+
+@tool
+async def list_all_projects() -> str:
+    """List every project regardless of client or status.
+    Use only when the user wants a complete cross-client overview.
+    """
+    result = await execute_on_client(action="select", table="projects")
+    rows = result.get("rows", [])
+    if not rows:
+        return "No projects found."
+    lines = [f"- {r['name']} (status: {r['status']}, id: {r['id']})" for r in rows]
+    return f"All projects ({len(rows)}):\n" + "\n".join(lines)
+
+
+@tool
+async def get_project(project_id: str) -> str:
+    """Fetch a single project by its UUID."""
+    result = await execute_on_client(action="get", table="projects", data={"id": project_id})
+    row = result.get("row")
+    if not row:
+        return f"Project {project_id} not found."
+    return (
+        f"Project: '{row['name']}' (id: {row['id']}, status: {row['status']}, "
+        f"clientId: {row.get('clientId', 'none')})"
+    )
+
+
+@tool
+async def create_project(
+    name: str,
+    client_id: str = "",
+) -> str:
+    """Create a new project.
+    name: human-readable project name (required)
+    client_id: optional UUID of the owning client
+    """
+    result = await execute_on_client(
+        action="insert",
+        table="projects",
+        data={"name": name, "clientId": client_id or None},
+    )
+    row = result["row"]
+    return f"Project created: '{row['name']}' (id: {row['id']})"
+
+
+@tool
+async def update_project(
+    project_id: str,
+    name: str = "",
+    client_id: str = "",
+    status: str = "",
+    ai_summary: str = "",
+) -> str:
+    """Update a project. Only pass fields that should change.
+    project_id: UUID of the project (required)
+    status: active | archived
+    ai_summary: AI-generated summary text (populate only when explicitly requested)
+    """
+    updates: dict[str, Any] = {}
+    if name:
+        updates["name"] = name
+    if client_id:
+        updates["clientId"] = client_id
+    if status:
+        updates["status"] = status
+    if ai_summary:
+        updates["aiSummary"] = ai_summary
+    result = await execute_on_client(
+        action="update",
+        table="projects",
+        data={"id": project_id, "updates": updates},
+    )
+    row = result["row"]
+    return f"Project updated: '{row['name']}' (id: {row['id']}, status: {row['status']})"
+
+
+@tool
+async def delete_project(project_id: str) -> str:
+    """Permanently delete a project and orphan its tasks.
+    IMPORTANT: prefer update_project(status='archived') unless the user
+    has explicitly confirmed they want permanent deletion.
+    """
+    await execute_on_client(action="delete", table="projects", data={"id": project_id})
+    return f"Project {project_id} permanently deleted."
+
+
+PROJECT_TOOLS: list[Any] = [
+    list_projects,
+    list_all_projects,
+    get_project,
+    create_project,
+    update_project,
+    delete_project,
+]

shared/agents/task_agent.py

@@ -0,0 +1,239 @@
+"""Task agent — full CRUD for tasks and task comments.
+
+Shared tool definitions used by both Chat and Batch Agent services.
+"""
+
+from __future__ import annotations
+
+from datetime import datetime, timezone
+import re
+from typing import Any
+
+from langchain_core.tools import tool
+
+from shared.ws_context import execute_on_client
+
+_UUID_RE = re.compile(
+    r"^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
+)
+
+
+def _is_uuid(value: str) -> bool:
+    return bool(_UUID_RE.match(value))
+
+TASK_SYSTEM_PROMPT = (
+    "You are a task management assistant for a project workspace.\n"
+    "You create, update, list, and track tasks and their comments.\n\n"
+    "Rules:\n"
+    "  - status must be one of: todo, in_progress, done\n"
+    "  - priority must be one of: high, medium, low\n"
+    "  - due_date is a Unix timestamp in milliseconds; convert human dates\n"
+    "  - assignees is a JSON-encoded array of strings (e.g. '[\"Alice\",\"Bob\"]')\n"
+    "  - project_id is optional; link to a project when the user mentions one\n"
+    "  - is_ai_suggested: 1 only when proactively proposing a task the user\n"
+    "    did not explicitly request; 0 otherwise\n"
+    "  - Use list_tasks_due_today for 'what's due today' queries\n"
+    "  - For update_task, use -1 for integer fields you do not want to change\n"
+    "  - Always confirm the action in plain, user-friendly language."
+)
+
+
+# ── Task tools ────────────────────────────────────────────────────────
+
+
+@tool
+async def list_tasks(
+    project_id: str = "",
+    status: str = "",
+    search: str = "",
+    order_by: str = "",
+) -> str:
+    """List tasks, optionally filtered by project_id, status (todo|in_progress|done),
+    a search string, or an order_by field name (dueDate|priority|createdAt)."""
+    normalized_project_id = project_id if (project_id and _is_uuid(project_id)) else ""
+    result = await execute_on_client(
+        action="select",
+        table="tasks",
+        filters={
+            "projectId": normalized_project_id or None,
+            "status": status or None,
+            "search": search or None,
+            "orderBy": order_by or None,
+        },
+    )
+    rows = result.get("rows", [])
+    if not rows:
+        return "No tasks found matching the given filters."
+    lines = [
+        f"- {r['title']} (status: {r['status']}, priority: {r['priority']}, id: {r['id']})"
+        for r in rows
+    ]
+    return f"Found {len(rows)} task(s):\n" + "\n".join(lines)
+
+
+@tool
+async def create_task(
+    title: str,
+    description: str = "",
+    status: str = "todo",
+    priority: str = "medium",
+    assignees: str = "[]",
+    due_date: int = 0,
+    project_id: str = "",
+    is_ai_suggested: int = 0,
+) -> str:
+    """Create a new task.
+    title: task title (required)
+    description: optional details
+    status: todo | in_progress | done  (default: todo)
+    priority: high | medium | low  (default: medium)
+    assignees: JSON-encoded array of assignee names, e.g. '["Alice"]'
+    due_date: Unix timestamp in milliseconds; 0 means no due date
+    project_id: optional UUID of the parent project
+    is_ai_suggested: 1 if proactively suggested, 0 if user-requested
+    """
+    result = await execute_on_client(
+        action="insert",
+        table="tasks",
+        data={
+            "title": title,
+            "description": description or None,
+            "status": status,
+            "priority": priority,
+            "assignee": assignees,
+            "dueDate": due_date or None,
+            "projectId": project_id or None,
+            "isAiSuggested": is_ai_suggested,
+        },
+    )
+    row = result["row"]
+    return (
+        f"Task created: '{row['title']}' "
+        f"(id: {row['id']}, status: {row['status']}, priority: {row['priority']})"
+    )
+
+
+@tool
+async def update_task(
+    task_id: str,
+    title: str = "",
+    description: str = "",
+    status: str = "",
+    priority: str = "",
+    assignees: str = "",
+    due_date: int = -1,
+    project_id: str = "",
+) -> str:
+    """Update fields on an existing task. Only pass fields you want to change.
+    task_id: the task's UUID (required)
+    due_date: -1 means unchanged; 0 clears the due date; any positive value sets it
+    """
+    updates: dict[str, Any] = {}
+    if title:
+        updates["title"] = title
+    if description:
+        updates["description"] = description
+    if status:
+        updates["status"] = status
+    if priority:
+        updates["priority"] = priority
+    if assignees:
+        updates["assignee"] = assignees
+    if due_date != -1:
+        updates["dueDate"] = due_date or None
+    if project_id:
+        updates["projectId"] = project_id
+    result = await execute_on_client(
+        action="update",
+        table="tasks",
+        data={"id": task_id, "updates": updates},
+    )
+    row = result["row"]
+    return f"Task updated: '{row['title']}' (id: {row['id']}, status: {row['status']})"
+
+
+@tool
+async def delete_task(task_id: str) -> str:
+    """Delete a task permanently by its UUID."""
+    await execute_on_client(action="delete", table="tasks", data={"id": task_id})
+    return f"Task {task_id} deleted."
+
+
+@tool
+async def list_tasks_due_today() -> str:
+    """List all tasks whose due date falls on today's date."""
+    now = datetime.now(tz=timezone.utc)
+    start_ms = int(datetime(now.year, now.month, now.day, tzinfo=timezone.utc).timestamp() * 1000)
+    end_ms = start_ms + 86_400_000 - 1  # last ms of today
+    result = await execute_on_client(
+        action="select",
+        table="tasks",
+        filters={"dueDateFrom": start_ms, "dueDateTo": end_ms},
+    )
+    rows = result.get("rows", [])
+    if not rows:
+        return "No tasks are due today."
+    lines = [
+        f"- {r['title']} (priority: {r['priority']}, status: {r['status']}, id: {r['id']})"
+        for r in rows
+    ]
+    return f"Tasks due today ({len(rows)}):\n" + "\n".join(lines)
+
+
+# ── Task comment tools ────────────────────────────────────────────────
+
+
+@tool
+async def list_task_comments(task_id: str) -> str:
+    """List all comments on a task by its UUID."""
+    result = await execute_on_client(
+        action="select",
+        table="taskComments",
+        filters={"taskId": task_id},
+    )
+    rows = result.get("rows", [])
+    if not rows:
+        return f"No comments found for task {task_id}."
+    lines = [f"- [{r['author']}]: {r['content']} (id: {r['id']})" for r in rows]
+    return f"Found {len(rows)} comment(s):\n" + "\n".join(lines)
+
+
+@tool
+async def add_task_comment(task_id: str, author: str, content: str) -> str:
+    """Add a comment to a task.
+    task_id: UUID of the task to comment on
+    author: name or ID of the comment author
+    content: comment text
+    """
+    result = await execute_on_client(
+        action="insert",
+        table="taskComments",
+        data={"taskId": task_id, "author": author, "content": content},
+    )
+    row = result.get("row", {})
+    row_author = row.get("author", author)
+    row_task_id = row.get("taskId") or row.get("task_id") or task_id
+    row_comment_id = row.get("id", "unknown")
+    return f"Comment added by {row_author} on task {row_task_id} (comment id: {row_comment_id})."
+
+
+@tool
+async def delete_task_comment(comment_id: str) -> str:
+    """Delete a task comment by its UUID."""
+    await execute_on_client(action="delete", table="taskComments", data={"id": comment_id})
+    return f"Comment {comment_id} deleted."
+
+
+# ── Exports ───────────────────────────────────────────────────────────
+
+
+TASK_TOOLS: list[Any] = [
+    list_tasks,
+    create_task,
+    update_task,
+    delete_task,
+    list_tasks_due_today,
+    list_task_comments,
+    add_task_comment,
+    delete_task_comment,
+]

shared/agents/timeline_agent.py

@@ -0,0 +1,116 @@
+"""Timeline agent — project milestone management (list, create, update, delete).
+
+Shared tool definitions used by both Chat and Batch Agent services.
+"""
+
+from __future__ import annotations
+
+import re
+from typing import Any
+
+from langchain_core.tools import tool
+
+from shared.ws_context import execute_on_client
+
+_UUID_RE = re.compile(
+    r"^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-5][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}$"
+)
+
+
+def _is_uuid(value: str) -> bool:
+    return bool(_UUID_RE.match(value))
+
+TIMELINE_SYSTEM_PROMPT = (
+    "You are a project timeline assistant. Timelines are milestone dates that\n"
+    "track progress on a project — they are not calendar events.\n\n"
+    "Rules:\n"
+    "  - project_id is REQUIRED for every create; confirm with the user if unknown\n"
+    "  - For listing, project_id must be a UUID; never pass plain names as project_id\n"
+    "  - date is a Unix timestamp in milliseconds; convert human-readable dates\n"
+    "  - is_ai_suggested: 1 when proactively proposing a timeline, 0 otherwise\n"
+    "  - For update_timeline, use -1 for integer fields you do not want to change\n"
+    "  - Listing without a project_id returns all timelines across projects\n"
+    "  - Always echo the title and formatted date in your confirmation."
+)
+
+
+@tool
+async def list_timelines(project_id: str = "") -> str:
+    """List timelines. Provide project_id to scope to a specific project."""
+    normalized_project_id = project_id if (project_id and _is_uuid(project_id)) else ""
+    result = await execute_on_client(
+        action="select",
+        table="timelines",
+        filters={"projectId": normalized_project_id or None},
+    )
+    rows = result.get("rows", [])
+    if not rows:
+        return "No timelines found."
+    lines = [f"- {r['title']} (date: {r['date']}, id: {r['id']})" for r in rows]
+    return f"Found {len(rows)} timeline(s):\n" + "\n".join(lines)
+
+
+@tool
+async def create_timeline(
+    project_id: str,
+    title: str,
+    date: int,
+    is_ai_suggested: int = 0,
+) -> str:
+    """Create a project timeline (milestone).
+    project_id: REQUIRED UUID of the parent project
+    title: descriptive name for the milestone
+    date: Unix timestamp in milliseconds
+    is_ai_suggested: 1 if proactively suggested, 0 if user-requested
+    """
+    result = await execute_on_client(
+        action="insert",
+        table="timelines",
+        data={
+            "projectId": project_id,
+            "title": title,
+            "date": date,
+            "isAiSuggested": is_ai_suggested,
+        },
+    )
+    row = result["row"]
+    return f"Timeline created: '{row['title']}' (id: {row['id']}, date: {row['date']})"
+
+
+@tool
+async def update_timeline(
+    timeline_id: str,
+    title: str = "",
+    date: int = -1,
+) -> str:
+    """Update a timeline. Only pass fields that should change.
+    timeline_id: UUID of the timeline (required)
+    date: -1 means unchanged; any other value sets the new date (ms timestamp)
+    """
+    updates: dict[str, Any] = {}
+    if title:
+        updates["title"] = title
+    if date != -1:
+        updates["date"] = date
+    result = await execute_on_client(
+        action="update",
+        table="timelines",
+        data={"id": timeline_id, "updates": updates},
+    )
+    row = result["row"]
+    return f"Timeline updated: '{row['title']}' (id: {row['id']})"
+
+
+@tool
+async def delete_timeline(timeline_id: str) -> str:
+    """Delete a timeline permanently by its UUID."""
+    await execute_on_client(action="delete", table="timelines", data={"id": timeline_id})
+    return f"Timeline {timeline_id} deleted."
+
+
+TIMELINE_TOOLS: list[Any] = [
+    list_timelines,
+    create_timeline,
+    update_timeline,
+    delete_timeline,
+]

shared/config.py

@@ -0,0 +1,99 @@
+"""Shared configuration — Pydantic Settings loaded from environment.
+
+All services import ``settings`` from here.  Each service only uses a subset
+of the vars, but keeping one Settings class avoids fragmentation.
+"""
+
+from pathlib import Path
+from typing import Literal
+
+from pydantic import field_validator
+from pydantic_settings import BaseSettings, SettingsConfigDict
+
+# Locate the repo root (adiuva-api/) so we can load its .env as a fallback.
+# Works whether cwd is adiuva-api/ (monolith) or adiuva-api/services/xyz/ (microservice).
+_this_dir = Path(__file__).resolve().parent  # shared/
+_repo_root = _this_dir.parent               # adiuva-api/
+_root_env = _repo_root / ".env"
+
+
+class Settings(BaseSettings):
+    # ── Database ─────────────────────────────────────────────────────
+    DATABASE_URL: str = "postgresql+asyncpg://postgres:postgres@localhost:5432/adiuva"
+
+    # ── JWT ────────────────────────────────────────────────────────
+    # RS256 public key (PEM). Used by any service that needs to verify
+    # JWTs locally (optional — Traefik ForwardAuth handles this in prod).
+    # The private key lives ONLY in the Auth Service config.
+    JWT_PUBLIC_KEY: str = ""
+
+    @field_validator("JWT_PUBLIC_KEY", mode="before")
+    @classmethod
+    def _expand_pem_newlines(cls, v: str) -> str:
+        if isinstance(v, str) and r"\n" in v:
+            return v.replace(r"\n", "\n")
+        return v
+
+    JWT_ACCESS_TOKEN_EXPIRE_MINUTES: int = 30
+    JWT_REFRESH_TOKEN_EXPIRE_DAYS: int = 30
+
+    # ── Redis ────────────────────────────────────────────────────────
+    REDIS_URL: str = "redis://localhost:6379/0"
+
+    # ── Stripe ───────────────────────────────────────────────────────
+    STRIPE_SECRET_KEY: str = ""
+    STRIPE_WEBHOOK_SECRET: str = ""
+
+    # ── S3 ───────────────────────────────────────────────────────────
+    S3_BUCKET: str = ""
+    S3_REGION: str = "us-east-1"
+    S3_ENDPOINT_URL: str = ""
+    AWS_ACCESS_KEY_ID: str = ""
+    AWS_SECRET_ACCESS_KEY: str = ""
+
+    # ── Vector stores ────────────────────────────────────────────────
+    PINECONE_API_KEY: str = ""
+    PINECONE_INDEX: str = "adiuva"
+    QDRANT_URL: str = ""
+    QDRANT_API_KEY: str = ""
+
+    # ── LLM providers ────────────────────────────────────────────────
+    OPENAI_API_KEY: str = ""
+    ANTHROPIC_API_KEY: str = ""
+    GOOGLE_API_KEY: str = ""
+    CEREBRAS_API_KEY: str = ""
+    GITHUB_TOKEN: str = ""
+
+    LLM_MODEL: str = "gpt-4o"
+    LLM_EMBED_MODEL: str = "text-embedding-3-small"
+
+    GITHUB_COPILOT_TOKEN_DIR: str = ""
+
+    # ── OAuth (integrations) ─────────────────────────────────────────
+    GMAIL_CLIENT_ID: str = ""
+    GMAIL_CLIENT_SECRET: str = ""
+    MS_CLIENT_ID: str = ""
+    MS_CLIENT_SECRET: str = ""
+    MS_TENANT_ID: str = "common"
+    OAUTH_ENCRYPTION_KEY: str = ""
+
+    # ── Langfuse (observability) ─────────────────────────────────────
+    LANGFUSE_SECRET_KEY: str = ""
+    LANGFUSE_PUBLIC_KEY: str = ""
+    LANGFUSE_HOST: str = "https://cloud.langfuse.com"
+
+    # ── CORS ─────────────────────────────────────────────────────────
+    CORS_ORIGINS: list[str] = ["app://.", "http://localhost:3000", "http://localhost:5173"]
+
+    # ── Environment ──────────────────────────────────────────────────
+    ENV: Literal["dev", "prod"] = "dev"
+
+    model_config = SettingsConfigDict(
+        # Local .env (cwd) takes priority; root .env is fallback.
+        env_file=(".env", str(_root_env)),
+        env_file_encoding="utf-8",
+        extra="ignore",
+    )
+
+
+settings = Settings()

shared/db.py

@@ -0,0 +1,32 @@
+"""Database engine, session factory, and declarative base.
+
+All services use the async SQLAlchemy API via ``get_session()``.
+Alembic migrations use the synchronous psycopg2 URL (see alembic/env.py).
+"""
+
+from __future__ import annotations
+
+from collections.abc import AsyncGenerator
+
+from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker, create_async_engine
+from sqlalchemy.orm import DeclarativeBase
+
+from shared.config import settings
+
+engine = create_async_engine(
+    settings.DATABASE_URL,
+    pool_pre_ping=True,
+    echo=False,
+)
+
+async_session = async_sessionmaker(engine, expire_on_commit=False)
+
+
+class Base(DeclarativeBase):
+    """Shared declarative base for all ORM models."""
+
+
+async def get_session() -> AsyncGenerator[AsyncSession, None]:
+    """FastAPI dependency that yields an async DB session per request."""
+    async with async_session() as session:
+        yield session

shared/llm.py

@@ -0,0 +1,77 @@
+"""LLM factory — centralised model instantiation via LiteLLM.
+
+Shared by Chat and Batch Agent services.
+Uses shared.config.settings for all configuration.
+"""
+
+from __future__ import annotations
+
+import os
+import warnings
+
+from openai import AsyncOpenAI
+import litellm
+
+from langchain_openai import ChatOpenAI
+from langchain_litellm import ChatLiteLLM
+
+from shared.config import settings
+
+litellm.drop_params = True
+
+warnings.filterwarnings(
+    "ignore",
+    message=r"PydanticSerializationUnexpectedValue\(Expected `ResponseAPIUsage`",
+    category=UserWarning,
+)
+
+
+def _api_key_for_model(model: str) -> str | None:
+    if model.startswith("anthropic/"):
+        return settings.ANTHROPIC_API_KEY or None
+    if model.startswith("gemini/") or model.startswith("google/"):
+        return settings.GOOGLE_API_KEY or None
+    if model.startswith("cerebras/"):
+        return settings.CEREBRAS_API_KEY or None
+    if model.startswith("github/"):
+        return settings.GITHUB_TOKEN or None
+    if model.startswith("github_copilot/"):
+        return None
+    return settings.OPENAI_API_KEY or None
+
+
+def get_llm(
+    *,
+    model: str | None = None,
+    temperature: float = 0,
+    callbacks: list | None = None,
+) -> ChatOpenAI | ChatLiteLLM:
+    model = model or settings.LLM_MODEL
+
+    if settings.GITHUB_COPILOT_TOKEN_DIR:
+        os.environ.setdefault("GITHUB_COPILOT_TOKEN_DIR", settings.GITHUB_COPILOT_TOKEN_DIR)
+
+    if settings.GITHUB_TOKEN:
+        os.environ.setdefault("GITHUB_TOKEN", settings.GITHUB_TOKEN)
+
+    if "/" in model:
+        return ChatLiteLLM(model=model, temperature=temperature, callbacks=callbacks)
+
+    return ChatOpenAI(
+        model=model,
+        temperature=temperature,
+        api_key=_api_key_for_model(model),
+        callbacks=callbacks,
+    )
+
+
+async def embed(text: str) -> list[float]:
+    model = settings.LLM_EMBED_MODEL
+
+    if model.startswith("github_copilot/") or "/" in model:
+        response = await litellm.aembedding(model=model, input=[text])
+        return response.data[0]["embedding"]
+
+    client = AsyncOpenAI(api_key=settings.OPENAI_API_KEY)
+    response = await client.embeddings.create(model=model, input=text)
+    return response.data[0].embedding

shared/models.py

@@ -0,0 +1,455 @@
+"""SQLAlchemy ORM models for all persistent tables.
+
+Centralized here so that Alembic migrations and all services share
+the same model definitions.  Each service only queries the tables it owns.
+
+Ownership:
+  Auth Service      → users, refresh_tokens, subscriptions
+  Chat Service      → memory_core, memory_associative, memory_episodic, memory_proactive
+  Batch Agent       → local_agent_configs, cloud_agent_configs, agent_run_logs
+  Billing Service   → subscriptions (shared write with Auth)
+  (excluded MVP)    → storage_records, backup_metadata, plugins, plugin_*, revenue_events
+"""
+
+from __future__ import annotations
+
+import uuid
+from datetime import datetime, timezone
+
+from sqlalchemy import (
+    BigInteger,
+    Boolean,
+    DateTime,
+    Enum,
+    Float,
+    ForeignKey,
+    Integer,
+    JSON,
+    String,
+    Text,
+    UniqueConstraint,
+    Uuid,
+    func,
+)
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+
+from shared.db import Base
+
+# ── Helpers ──────────────────────────────────────────────────────────────
+
+
+def _uuid() -> str:
+    return str(uuid.uuid4())
+
+
+def _now() -> datetime:
+    return datetime.now(timezone.utc)
+
+
+# ── Enum types ────────────────────────────────────────────────────────────
+
+TierEnum = Enum("free", "pro", "power", "team", name="billing_tier")
+PluginStatusEnum = Enum("pending_review", "approved", "rejected", name="plugin_status")
+ReviewDecisionEnum = Enum("approved", "rejected", name="review_decision")
+AgentTypeEnum = Enum("local", "cloud", name="agent_type")
+AgentStatusEnum = Enum("running", "success", "error", "partial", name="agent_run_status")
+CloudProviderEnum = Enum("gmail", "teams", "outlook", name="cloud_provider")
+
+
+# ── Auth models ───────────────────────────────────────────────────────────
+
+
+class User(Base):
+    __tablename__ = "users"
+
+    id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), primary_key=True, default=_uuid
+    )
+    email: Mapped[str] = mapped_column(String(255), unique=True, nullable=False, index=True)
+    name: Mapped[str | None] = mapped_column(String(100), nullable=True)
+    surname: Mapped[str | None] = mapped_column(String(100), nullable=True)
+    password_hash: Mapped[str] = mapped_column(String(255), nullable=False)
+    tier: Mapped[str] = mapped_column(TierEnum, nullable=False, default="free")
+    stripe_customer_id: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    encryption_key: Mapped[str | None] = mapped_column(String(64), nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    refresh_tokens: Mapped[list[RefreshToken]] = relationship(
+        back_populates="user", cascade="all, delete-orphan"
+    )
+    subscription: Mapped[Subscription | None] = relationship(
+        back_populates="user", uselist=False, cascade="all, delete-orphan"
+    )
+
+
+class RefreshToken(Base):
+    __tablename__ = "refresh_tokens"
+
+    id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), primary_key=True, default=_uuid
+    )
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    token_hash: Mapped[str] = mapped_column(String(64), unique=True, nullable=False, index=True)
+    expires_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), nullable=False)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+
+    user: Mapped[User] = relationship(back_populates="refresh_tokens")
+
+
+class Subscription(Base):
+    __tablename__ = "subscriptions"
+
+    id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), primary_key=True, default=_uuid
+    )
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"),
+        nullable=False, unique=True, index=True
+    )
+    stripe_subscription_id: Mapped[str | None] = mapped_column(String(255), nullable=True, index=True)
+    tier: Mapped[str] = mapped_column(TierEnum, nullable=False, default="free")
+    status: Mapped[str] = mapped_column(String(50), nullable=False, default="free")
+    current_period_end: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+
+    user: Mapped[User] = relationship(back_populates="subscription")
+
+
+# ── Storage models (excluded from MVP, kept for Alembic) ──────────────
+
+
+class StorageRecord(Base):
+    __tablename__ = "storage_records"
+
+    id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), primary_key=True, default=_uuid
+    )
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    table_name: Mapped[str] = mapped_column(String(100), nullable=False)
+    s3_key: Mapped[str] = mapped_column(String(500), nullable=False)
+    checksum: Mapped[str] = mapped_column(String(64), nullable=False)
+    size_bytes: Mapped[int] = mapped_column(Integer, nullable=False)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+
+class BackupMetadata(Base):
+    __tablename__ = "backup_metadata"
+
+    id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), primary_key=True, default=_uuid
+    )
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    s3_key: Mapped[str] = mapped_column(String(500), nullable=False)
+    version: Mapped[int] = mapped_column(Integer, nullable=False)
+    timestamp: Mapped[int] = mapped_column(BigInteger, nullable=False)
+    checksum: Mapped[str] = mapped_column(String(64), nullable=False)
+    size_bytes: Mapped[int] = mapped_column(Integer, nullable=False)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+
+
+# ── Plugin models (excluded from MVP, kept for Alembic) ───────────────
+
+
+class Plugin(Base):
+    __tablename__ = "plugins"
+
+    id: Mapped[str] = mapped_column(String(255), primary_key=True)
+    name: Mapped[str] = mapped_column(String(255), nullable=False)
+    description: Mapped[str] = mapped_column(Text, nullable=False, default="")
+    version: Mapped[str] = mapped_column(String(50), nullable=False, default="1.0.0")
+    author_id: Mapped[str | None] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="SET NULL"), nullable=True
+    )
+    author_name: Mapped[str] = mapped_column(String(255), nullable=False, default="")
+    category: Mapped[str] = mapped_column(String(100), nullable=False, default="")
+    price_cents: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    permissions: Mapped[str] = mapped_column(Text, nullable=False, default="[]")
+    status: Mapped[str] = mapped_column(PluginStatusEnum, nullable=False, default="pending_review")
+    s3_package_key: Mapped[str | None] = mapped_column(String(500), nullable=True)
+    install_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    avg_rating: Mapped[float] = mapped_column(Float, nullable=False, default=0.0)
+    rejection_reason: Mapped[str | None] = mapped_column(Text, nullable=True)
+    submitted_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+
+    installations: Mapped[list[PluginInstallation]] = relationship(
+        back_populates="plugin", cascade="all, delete-orphan"
+    )
+    reviews: Mapped[list[PluginReview]] = relationship(
+        back_populates="plugin", cascade="all, delete-orphan"
+    )
+    revenue_events: Mapped[list[RevenueEvent]] = relationship(
+        back_populates="plugin", cascade="all, delete-orphan"
+    )
+
+
+class PluginInstallation(Base):
+    __tablename__ = "plugin_installations"
+    __table_args__ = (UniqueConstraint("plugin_id", "user_id", name="uq_plugin_user"),)
+
+    id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), primary_key=True, default=_uuid
+    )
+    plugin_id: Mapped[str] = mapped_column(
+        String(255), ForeignKey("plugins.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    installed_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+
+    plugin: Mapped[Plugin] = relationship(back_populates="installations")
+
+
+class PluginReview(Base):
+    __tablename__ = "plugin_reviews"
+
+    id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), primary_key=True, default=_uuid
+    )
+    plugin_id: Mapped[str] = mapped_column(
+        String(255), ForeignKey("plugins.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    reviewer_id: Mapped[str | None] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="SET NULL"), nullable=True
+    )
+    decision: Mapped[str] = mapped_column(ReviewDecisionEnum, nullable=False)
+    notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+    reviewed_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+
+    plugin: Mapped[Plugin] = relationship(back_populates="reviews")
+
+
+class RevenueEvent(Base):
+    __tablename__ = "revenue_events"
+
+    id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), primary_key=True, default=_uuid
+    )
+    plugin_id: Mapped[str] = mapped_column(
+        String(255), ForeignKey("plugins.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    amount_cents: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    developer_share_cents: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    stripe_transfer_id: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    paid_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+
+    plugin: Mapped[Plugin] = relationship(back_populates="revenue_events")
+
+
+# ── Agent models ──────────────────────────────────────────────────────────
+
+
+class LocalAgentConfig(Base):
+    __tablename__ = "local_agent_configs"
+
+    id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), primary_key=True, default=_uuid
+    )
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    device_id: Mapped[str] = mapped_column(String(255), nullable=False)
+    name: Mapped[str] = mapped_column(String(255), nullable=False)
+    directory_paths: Mapped[list] = mapped_column(JSON, nullable=False, default=list)
+    data_types: Mapped[list] = mapped_column(JSON, nullable=False, default=list)
+    prompt_template: Mapped[str] = mapped_column(Text, nullable=False, default="")
+    file_extensions: Mapped[list] = mapped_column(JSON, nullable=False, default=list)
+    schedule_cron: Mapped[str] = mapped_column(String(100), nullable=False, default="0 */6 * * *")
+    enabled: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
+    last_run_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    run_logs: Mapped[list[AgentRunLog]] = relationship(
+        back_populates="local_agent",
+        primaryjoin="and_(AgentRunLog.agent_id == LocalAgentConfig.id, AgentRunLog.agent_type == 'local')",
+        foreign_keys="AgentRunLog.agent_id",
+        cascade="all, delete-orphan",
+        overlaps="run_logs,cloud_agent",
+    )
+
+
+class CloudAgentConfig(Base):
+    __tablename__ = "cloud_agent_configs"
+
+    id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), primary_key=True, default=_uuid
+    )
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    provider: Mapped[str] = mapped_column(CloudProviderEnum, nullable=False)
+    name: Mapped[str] = mapped_column(String(255), nullable=False)
+    data_types: Mapped[list] = mapped_column(JSON, nullable=False, default=list)
+    prompt_template: Mapped[str] = mapped_column(Text, nullable=False, default="")
+    oauth_token_encrypted: Mapped[str | None] = mapped_column(Text, nullable=True)
+    filter_config: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+    schedule_cron: Mapped[str] = mapped_column(String(100), nullable=False, default="0 */6 * * *")
+    enabled: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True)
+    last_run_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    run_logs: Mapped[list[AgentRunLog]] = relationship(
+        back_populates="cloud_agent",
+        primaryjoin="and_(AgentRunLog.agent_id == CloudAgentConfig.id, AgentRunLog.agent_type == 'cloud')",
+        foreign_keys="AgentRunLog.agent_id",
+        cascade="all, delete-orphan",
+        overlaps="run_logs,local_agent",
+    )
+
+
+class AgentRunLog(Base):
+    __tablename__ = "agent_run_logs"
+
+    id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), primary_key=True, default=_uuid
+    )
+    agent_id: Mapped[str] = mapped_column(String(255), nullable=False, index=True)
+    agent_type: Mapped[str] = mapped_column(AgentTypeEnum, nullable=False)
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    status: Mapped[str] = mapped_column(AgentStatusEnum, nullable=False, default="running")
+    items_processed: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    items_created: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
+    errors: Mapped[list | None] = mapped_column(JSON, nullable=True)
+    started_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    completed_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+
+    local_agent: Mapped[LocalAgentConfig | None] = relationship(
+        back_populates="run_logs",
+        primaryjoin="and_(AgentRunLog.agent_id == LocalAgentConfig.id, AgentRunLog.agent_type == 'local')",
+        foreign_keys="AgentRunLog.agent_id",
+        overlaps="run_logs,cloud_agent",
+    )
+    cloud_agent: Mapped[CloudAgentConfig | None] = relationship(
+        back_populates="run_logs",
+        primaryjoin="and_(AgentRunLog.agent_id == CloudAgentConfig.id, AgentRunLog.agent_type == 'cloud')",
+        foreign_keys="AgentRunLog.agent_id",
+        overlaps="run_logs,local_agent",
+    )
+
+
+# ── Memory models ─────────────────────────────────────────────────────────
+
+
+class MemoryCore(Base):
+    """Per-user persistent key/value preferences, encrypted at rest."""
+
+    __tablename__ = "memory_core"
+
+    id: Mapped[str] = mapped_column(Uuid(as_uuid=False), primary_key=True, default=_uuid)
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"),
+        nullable=False, index=True,
+    )
+    key: Mapped[str] = mapped_column(String(255), nullable=False)
+    value_encrypted: Mapped[str] = mapped_column(Text, nullable=False)
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+
+class MemoryAssociative(Base):
+    """Per-user semantic memory: encrypted content + pgvector embedding."""
+
+    __tablename__ = "memory_associative"
+
+    id: Mapped[str] = mapped_column(Uuid(as_uuid=False), primary_key=True, default=_uuid)
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"),
+        nullable=False, index=True,
+    )
+    content_encrypted: Mapped[str] = mapped_column(Text, nullable=False)
+    embedding: Mapped[list | None] = mapped_column(JSON, nullable=True)
+    entity_type: Mapped[str | None] = mapped_column(String(100), nullable=True)
+    entity_id: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+
+class MemoryEpisodic(Base):
+    """Per-user session summaries, encrypted at rest."""
+
+    __tablename__ = "memory_episodic"
+
+    id: Mapped[str] = mapped_column(Uuid(as_uuid=False), primary_key=True, default=_uuid)
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"),
+        nullable=False, index=True,
+    )
+    summary_encrypted: Mapped[str] = mapped_column(Text, nullable=False)
+    session_id: Mapped[str] = mapped_column(String(255), nullable=False, index=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+
+
+class MemoryProactive(Base):
+    """Per-user inferred behavioral patterns, encrypted at rest."""
+
+    __tablename__ = "memory_proactive"
+
+    id: Mapped[str] = mapped_column(Uuid(as_uuid=False), primary_key=True, default=_uuid)
+    user_id: Mapped[str] = mapped_column(
+        Uuid(as_uuid=False), ForeignKey("users.id", ondelete="CASCADE"),
+        nullable=False, index=True,
+    )
+    pattern_encrypted: Mapped[str] = mapped_column(Text, nullable=False)
+    confidence: Mapped[float] = mapped_column(Float, nullable=False, default=0.5)
+    source: Mapped[str] = mapped_column(String(50), nullable=False, default="inferred")
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )

shared/redis.py

@@ -0,0 +1,53 @@
+"""Redis client and pub/sub utilities for inter-service communication.
+
+All services that need Redis import from here.
+"""
+
+from __future__ import annotations
+
+import redis.asyncio as aioredis
+
+from shared.config import settings
+
+redis_client: aioredis.Redis = aioredis.from_url(
+    settings.REDIS_URL,
+    decode_responses=True,
+)
+
+
+# ── Channel naming conventions ────────────────────────────────────────
+# See /memories/repo/microservices-architecture.md for full list.
+
+def ws_out_channel(user_id: str) -> str:
+    """Frames to forward to Electron via WS Gateway."""
+    return f"ws:out:{user_id}"
+
+
+def chat_request_channel(user_id: str) -> str:
+    """Chat requests (home + floating) from WS Gateway → Chat Service."""
+    return f"chat:request:{user_id}"
+
+
+def batch_request_channel(user_id: str) -> str:
+    """Batch requests (journey + triggers) from WS Gateway → Batch Agent."""
+    return f"batch:request:{user_id}"
+
+
+def tool_result_key(call_id: str) -> str:
+    """Tool result list: LPUSH by WS Gateway, BRPOP by Chat/Batch."""
+    return f"tool:result:{call_id}"
+
+
+def device_key(user_id: str) -> str:
+    """Device registry hash."""
+    return f"ws:devices:{user_id}"
+
+
+def tier_changed_channel(user_id: str) -> str:
+    """Billing tier change notifications."""
+    return f"tier:changed:{user_id}"
+
+
+def journey_session_key(user_id: str) -> str:
+    """Journey builder session (String + TTL 1800s)."""
+    return f"journey:{user_id}"

shared/schemas.py

@@ -0,0 +1,317 @@
+"""Pydantic schemas — API request/response contracts.
+
+Shared across all services. Mirrors the TypeScript types from
+the Electron app (src/shared/api-types.ts).
+"""
+
+from __future__ import annotations
+
+from enum import Enum
+from typing import Any, Literal
+
+from pydantic import BaseModel, Field
+
+
+# ── Billing ──────────────────────────────────────────────────────────
+
+BillingTier = Literal["free", "pro", "power", "team"]
+
+
+# ── Auth ─────────────────────────────────────────────────────────────
+
+class AuthTokens(BaseModel):
+    access_token: str
+    refresh_token: str
+    expires_at: int
+
+
+class UserProfile(BaseModel):
+    id: str
+    email: str
+    name: str | None = None
+    surname: str | None = None
+    tier: BillingTier
+
+
+# ── Chat ─────────────────────────────────────────────────────────────
+
+class ChatContext(BaseModel):
+    user_profile: dict[str, Any] = Field(default_factory=dict)
+    relevant_documents: list[str] = Field(default_factory=list)
+    recent_tasks: list[dict[str, Any]] = Field(default_factory=list)
+    conversation_history: list[dict[str, Any]] = Field(default_factory=list)
+
+
+class ChatRequest(BaseModel):
+    message: str
+    context: ChatContext = Field(default_factory=ChatContext)
+
+
+class ChatResponse(BaseModel):
+    response: str
+
+
+# ── Backup ───────────────────────────────────────────────────────────
+
+class BackupMetadata(BaseModel):
+    version: int
+    timestamp: int
+    checksum: str
+    chunk_count: int
+
+
+# ── Cloud Storage (E2E encrypted blobs) ──────────────────────────────
+
+class StorageRecord(BaseModel):
+    id: str
+    user_id: str
+    table: str
+    blob: bytes
+    checksum: str
+    created_at: int
+    updated_at: int
+
+
+class StorageRecordCreate(BaseModel):
+    table: str
+    blob: bytes
+    checksum: str
+
+
+class StorageRecordUpdate(BaseModel):
+    blob: bytes
+    checksum: str
+
+
+# ── Cloud Vector Store (E2E encrypted vectors) ────────────────────────
+
+class VectorItem(BaseModel):
+    id: str
+    blob: bytes
+    checksum: str
+
+
+class VectorUpsertRequest(BaseModel):
+    vectors: list[VectorItem]
+
+
+class VectorSearchRequest(BaseModel):
+    query_blob: bytes
+    top_k: int = 10
+
+
+class VectorSearchResult(BaseModel):
+    id: str
+    score: float
+    blob: bytes
+
+
+class VectorSearchResponse(BaseModel):
+    results: list[VectorSearchResult]
+
+
+# ── Plugin Marketplace ────────────────────────────────────────────────
+
+class PluginManifest(BaseModel):
+    id: str
+    name: str
+    description: str
+    version: str
+    author: str
+    permissions: list[str]
+    category: str
+    price_cents: int = 0
+
+
+class PluginListResponse(BaseModel):
+    plugins: list[PluginManifest]
+    total: int
+    page: int
+
+
+class PluginInstallRequest(BaseModel):
+    plugin_id: str
+
+
+# ── WebSocket Frame Protocol ──────────────────────────────────────────
+
+class WsFrameType(str, Enum):
+    # ── v2 frame types (kept for backward compat) ──────────────────────
+    chat_request = "chat_request"
+    text_chunk = "text_chunk"
+    tool_call = "tool_call"
+    tool_result = "tool_result"
+    final = "final"
+    ping = "ping"
+    device_hello = "device_hello"
+    # ── v3 frame types ─────────────────────────────────────────────────
+    home_request = "home_request"
+    floating_request = "floating_request"
+    stream_start = "stream_start"
+    stream_text = "stream_text"
+    stream_end = "stream_end"
+    floating_domain = "floating_domain"
+    data_request = "data_request"
+    data_response = "data_response"
+    mutation = "mutation"
+    # ── v4 journey frame types ────────────────────────────────────────
+    journey_start = "journey_start"
+    journey_message = "journey_message"
+    journey_reply = "journey_reply"
+
+
+class WsToolCall(BaseModel):
+    """Server → Client: requests a CRUD/vector operation on the local DB."""
+
+    type: Literal[WsFrameType.tool_call] = WsFrameType.tool_call
+    id: str
+    action: str
+    table: str | None = None
+    data: dict[str, Any] | None = None
+    filters: dict[str, Any] | None = None
+    vector: list[float] | None = None
+    limit: int | None = None
+
+
+class WsToolResult(BaseModel):
+    """Client → Server: result of a CRUD/vector operation."""
+
+    type: Literal[WsFrameType.tool_result] = WsFrameType.tool_result
+    id: str
+    row: dict[str, Any] | None = None
+    rows: list[dict[str, Any]] | None = None
+    results: list[dict[str, Any]] | None = None
+    deleted: bool | None = None
+    ok: bool | None = None
+    error: str | None = None
+
+
+class WsTextChunk(BaseModel):
+    """Server → Client: incremental LLM response text."""
+
+    type: Literal[WsFrameType.text_chunk] = WsFrameType.text_chunk
+    text: str
+
+
+class WsFinal(BaseModel):
+    """Server → Client: signals end of response with the complete text."""
+
+    type: Literal[WsFrameType.final] = WsFrameType.final
+    response: str
+
+
+# ── WebSocket Agent Frame Protocol ────────────────────────────────────
+
+class WsDeviceHello(BaseModel):
+    """Client → Server: device identification on WS connect."""
+
+    type: Literal[WsFrameType.device_hello] = WsFrameType.device_hello
+    device_id: str
+    agent_ids: list[str] = Field(default_factory=list)
+
+
+# ── WebSocket v3 Frame Models ─────────────────────────────────────────
+
+class WsFloatingScope(BaseModel):
+    """Scope for a floating request."""
+
+    type: Literal["task", "project", "note", "timeline"]
+    id: str | None = None
+
+
+class WsHomeRequest(BaseModel):
+    """Client → Server: Home chat message."""
+
+    type: Literal[WsFrameType.home_request] = WsFrameType.home_request
+    message: str
+    conversation_history: list[dict[str, Any]] = Field(default_factory=list)
+
+
+class WsFloatingRequest(BaseModel):
+    """Client → Server: Floating chat message scoped to an entity."""
+
+    type: Literal[WsFrameType.floating_request] = WsFrameType.floating_request
+    message: str
+    scope: WsFloatingScope
+
+
+class WsStreamStart(BaseModel):
+    """Server → Client: signals start of a streaming response."""
+
+    type: Literal[WsFrameType.stream_start] = WsFrameType.stream_start
+    request_id: str
+
+
+class WsStreamText(BaseModel):
+    """Server → Client: streamed text token."""
+
+    type: Literal[WsFrameType.stream_text] = WsFrameType.stream_text
+    request_id: str
+    chunk: str
+
+
+class WsStreamEnd(BaseModel):
+    """Server → Client: signals end of a streaming response."""
+
+    type: Literal[WsFrameType.stream_end] = WsFrameType.stream_end
+    request_id: str
+
+
+class WsDomain(BaseModel):
+    """Structured floating domain payload for UI routing decisions."""
+
+    type: Literal["task", "timeline", "project", "node"]
+    id: str | None = None
+    section: Literal["task", "timeline", "note"] | None = None
+
+
+class WsFloatingDomain(BaseModel):
+    """Server → Client: domain determined for a floating request."""
+
+    type: Literal[WsFrameType.floating_domain] = WsFrameType.floating_domain
+    request_id: str
+    domain: WsDomain
+
+
+# ── Agent Catalog ─────────────────────────────────────────────────────
+
+class AgentCatalogItem(BaseModel):
+    type: str
+    name: str
+    description: str
+
+
+class AgentCreationCheckRequest(BaseModel):
+    active_agents: int = Field(ge=0, default=0)
+
+
+class AgentCreationCheckResponse(BaseModel):
+    allowed: bool
+    tier: BillingTier
+    active_agents: int
+    limit: int
+
+
+class AgentTriggerRequest(BaseModel):
+    directory: str = Field(min_length=1)
+    device_id: str = Field(default="")
+    agent_id: str | None = None
+    what_to_extract: list[str] = Field(min_length=1)
+    actions_by_type: dict[str, list[str]] | None = None
+    batch_interval: str = Field(min_length=1)
+    custom_agent_prompt: str = Field(min_length=1)
+    active_agents: int = Field(ge=0, default=0)
+
+
+# ── Agent Run Log ─────────────────────────────────────────────────────
+
+class AgentRunLogResponse(BaseModel):
+    id: str
+    agent_id: str
+    agent_type: Literal["local", "cloud"]
+    status: Literal["running", "success", "error", "partial"]
+    items_processed: int
+    items_created: int
+    errors: list[str]
+    started_at: int
+    completed_at: int | None

shared/ws_context.py

@@ -0,0 +1,132 @@
+"""WebSocket context — Redis-based tool call round-trip.
+
+Shared by Chat and Batch Agent services.  Publishes tool_call frames to
+Redis ``ws:out:{user_id}`` and awaits the result via BRPOP on
+``tool:result:{call_id}``.
+
+Also provides ``set_client_executor`` / ``clear_client_executor`` no-op
+shims for backward compatibility with agent_runner code that originally
+used a DeviceConnectionManager callback.
+"""
+
+from __future__ import annotations
+
+import json
+import logging
+from contextvars import ContextVar
+from typing import Any, Callable, Coroutine
+from uuid import uuid4
+
+from shared.redis import redis_client, tool_result_key, ws_out_channel
+
+logger = logging.getLogger(__name__)
+
+_TOOL_CALL_TIMEOUT = 30  # seconds — BRPOP timeout
+
+# Per-request user_id context var (set before agent runs)
+_current_user_id: ContextVar[str | None] = ContextVar("_current_user_id", default=None)
+
+# Optional collector for debug
+_tool_result_collector: ContextVar[list[dict] | None] = ContextVar(
+    "_tool_result_collector", default=None
+)
+
+
+def set_current_user(user_id: str) -> None:
+    _current_user_id.set(user_id)
+
+
+def clear_current_user() -> None:
+    _current_user_id.set(None)
+
+
+def set_tool_result_collector(lst: list[dict]) -> None:
+    _tool_result_collector.set(lst)
+
+
+def clear_tool_result_collector() -> None:
+    _tool_result_collector.set(None)
+
+
+# ── Compatibility shims ──────────────────────────────────────────────────
+# agent_runner.py originally called set_client_executor / clear_client_executor
+# with a DeviceConnectionManager callback.  In the microservice world the
+# Redis-based execute_on_client replaces this, so these are no-ops.
+
+def set_client_executor(fn: Callable[[dict], Coroutine[Any, Any, dict]] | None) -> None:
+    """No-op — kept for agent_runner compatibility."""
+
+
+def clear_client_executor() -> None:
+    """No-op — kept for agent_runner compatibility."""
+
+
+async def execute_on_client(
+    action: str,
+    table: str | None = None,
+    data: dict[str, Any] | None = None,
+    filters: dict[str, Any] | None = None,
+    vector: list[float] | None = None,
+    limit: int | None = None,
+) -> dict[str, Any]:
+    """Send a tool_call to Electron via Redis and await the result.
+
+    1. Build tool_call payload
+    2. Publish to ws:out:{user_id} (WS Gateway forwards to Electron)
+    3. BRPOP on tool:result:{call_id} (WS Gateway pushes when Electron replies)
+    4. Return result dict
+
+    Raises RuntimeError if no user_id is set or if the call times out.
+    """
+    user_id = _current_user_id.get()
+    if not user_id:
+        raise RuntimeError(
+            "execute_on_client() called without a user_id — "
+            "set_current_user() must be called first."
+        )
+
+    call_id = str(uuid4())
+    payload: dict[str, Any] = {
+        "type": "tool_call",
+        "id": call_id,
+        "action": action,
+    }
+    if table is not None:
+        payload["table"] = table
+    if data is not None:
+        payload["data"] = data
+    if filters is not None:
+        payload["filters"] = {k: v for k, v in filters.items() if v is not None}
+    if vector is not None:
+        payload["vector"] = vector
+    if limit is not None:
+        payload["limit"] = limit
+
+    # Publish tool_call to WS Gateway → Electron
+    channel = ws_out_channel(user_id)
+    await redis_client.publish(channel, json.dumps(payload))
+
+    # Wait for Electron's tool_result
+    result_key = tool_result_key(call_id)
+    response = await redis_client.brpop(result_key, timeout=_TOOL_CALL_TIMEOUT)
+
+    if response is None:
+        raise RuntimeError(
+            f"Tool call {call_id} timed out after {_TOOL_CALL_TIMEOUT}s — "
+            f"device may be offline or unresponsive."
+        )
+
+    # response is (key, value) tuple
+    _, raw = response
+    result = json.loads(raw)
+
+    # Collect for debug if requested
+    collector = _tool_result_collector.get(None)
+    if collector is not None:
+        collector.append({
+            "action": action,
+            "table": table,
+            "data": result,
+        })
+
+    return result

tests/test_e2e_flow.py

@@ -0,0 +1,124 @@
+"""End-to-end test: Auth → WS Gateway → Chat Service round-trip.
+
+Usage (from repo root, with venv activated):
+    python test_e2e_flow.py
+
+Requires: Auth (8001), WS Gateway (8002), Chat (8003) all running.
+"""
+
+import asyncio
+import json
+import uuid
+
+import httpx
+import websockets
+
+AUTH_URL = "http://127.0.0.1:8001/api/v1/auth"
+WS_URL = "ws://127.0.0.1:8002/api/v1/ws/device"
+
+# ── 1. Authenticate ─────────────────────────────────────────────────
+
+
+async def get_token() -> str:
+    async with httpx.AsyncClient() as client:
+        # Try login first, register if user doesn't exist
+        resp = await client.post(
+            f"{AUTH_URL}/login",
+            json={"email": "e2e@test.com", "password": "Test1234!"},
+        )
+        if resp.status_code == 200:
+            print("[1/4] Logged in as e2e@test.com")
+            return resp.json()["access_token"]
+
+        resp = await client.post(
+            f"{AUTH_URL}/register",
+            json={
+                "email": "e2e@test.com",
+                "password": "Test1234!",
+                "name": "E2E",
+                "surname": "Test",
+            },
+        )
+        resp.raise_for_status()
+        print("[1/4] Registered + logged in as e2e@test.com")
+        return resp.json()["access_token"]
+
+
+# ── 2. WebSocket flow ───────────────────────────────────────────────
+
+
+async def run_e2e():
+    token = await get_token()
+
+    uri = f"{WS_URL}?token={token}"
+    async with websockets.connect(uri) as ws:
+        # Send device_hello
+        await ws.send(json.dumps({
+            "type": "device_hello",
+            "device_id": str(uuid.uuid4()),
+            "agent_ids": ["task", "note", "project", "timeline"],
+        }))
+        print("[2/4] Device registered with WS Gateway")
+
+        # Send a home_request (simple greeting — unlikely to need tools)
+        await ws.send(json.dumps({
+            "type": "home_request",
+            "message": "Hello! How are you doing today?",
+            "context": {},
+        }))
+        print("[3/4] Sent home_request → waiting for Chat Service response...")
+
+        # Listen for response frames (text_chunk, tool_call, final)
+        full_response = []
+        try:
+            while True:
+                raw = await asyncio.wait_for(ws.recv(), timeout=60)
+                frame = json.loads(raw)
+                ftype = frame.get("type")
+
+                if ftype == "text_chunk":
+                    chunk = frame.get("chunk", frame.get("text", ""))
+                    full_response.append(chunk)
+                    print(f"  ← text_chunk: {chunk[:80]}")
+
+                elif ftype == "tool_call":
+                    # Respond with a mock tool_result so the agent doesn't hang
+                    call_id = frame.get("id")
+                    action = frame.get("action")
+                    table = frame.get("table", "")
+                    print(f"  ← tool_call: {action} {table} (id={call_id})")
+
+                    mock_result = {"rows": [], "row": None}
+                    await ws.send(json.dumps({
+                        "type": "tool_result",
+                        "id": call_id,
+                        **mock_result,
+                    }))
+                    print(f"  → tool_result (mock) for {call_id}")
+
+                elif ftype == "final":
+                    text = frame.get("text", "")
+                    if text:
+                        full_response.append(text)
+                    print(f"  ← final")
+                    break
+
+                elif ftype == "ping":
+                    # Ignore heartbeats
+                    continue
+
+                else:
+                    print(f"  ← {ftype}: {json.dumps(frame)[:120]}")
+
+        except asyncio.TimeoutError:
+            print("  ⚠ Timed out waiting for response (60s)")
+
+        print()
+        if full_response:
+            print(f"[4/4] Full response: {''.join(full_response)}")
+        else:
+            print("[4/4] No text response received (check Chat Service logs)")
+
+
+if __name__ == "__main__":
+    asyncio.run(run_e2e())

traefik/dynamic/routers.yml

@@ -0,0 +1,143 @@
+# Dynamic routing configuration
+
+http:
+  middlewares:
+    # ForwardAuth: validates JWT via Auth Service, injects identity headers
+    auth-forward:
+      forwardAuth:
+        address: "http://auth:8000/api/v1/auth/verify"
+        trustForwardHeader: true
+        authResponseHeaders:
+          - "X-User-Id"
+          - "X-User-Email"
+          - "X-User-Tier"
+
+    # Rate limiting (basic — per-client IP; upgrade to per-tier later)
+    rate-limit:
+      rateLimit:
+        average: 60
+        burst: 20
+        period: "1m"
+
+    # Strip /api/v1 prefix before forwarding to services
+    strip-api-prefix:
+      stripPrefix:
+        prefixes:
+          - "/api/v1"
+
+  routers:
+    # ── Auth (no ForwardAuth on public endpoints) ──────────────
+    auth-public:
+      rule: "PathPrefix(`/api/v1/auth/register`) || PathPrefix(`/api/v1/auth/login`) || PathPrefix(`/api/v1/auth/refresh`)"
+      entryPoints:
+        - websecure
+      middlewares:
+        - rate-limit
+        - strip-api-prefix
+      service: auth-svc
+      tls: {}
+
+    auth-protected:
+      rule: "PathPrefix(`/api/v1/auth`)"
+      entryPoints:
+        - websecure
+      middlewares:
+        - auth-forward
+        - rate-limit
+        - strip-api-prefix
+      service: auth-svc
+      tls: {}
+
+    # ── WebSocket Gateway (sticky sessions) ────────────────────
+    ws-gateway:
+      rule: "PathPrefix(`/api/v1/ws`)"
+      entryPoints:
+        - websecure
+      middlewares:
+        - rate-limit
+      service: ws-gateway-svc
+      tls: {}
+
+    # ── Chat Service ───────────────────────────────────────────
+    chat:
+      rule: "PathPrefix(`/api/v1/chat`)"
+      entryPoints:
+        - websecure
+      middlewares:
+        - auth-forward
+        - rate-limit
+        - strip-api-prefix
+      service: chat-svc
+      tls: {}
+
+    # ── Batch Agent Service ────────────────────────────────────
+    batch-agent:
+      rule: "PathPrefix(`/api/v1/agents`)"
+      entryPoints:
+        - websecure
+      middlewares:
+        - auth-forward
+        - rate-limit
+        - strip-api-prefix
+      service: batch-agent-svc
+      tls: {}
+
+    # ── Billing Service ────────────────────────────────────────
+    billing-webhook:
+      rule: "PathPrefix(`/api/v1/billing/webhook`)"
+      entryPoints:
+        - websecure
+      middlewares:
+        - rate-limit
+        - strip-api-prefix
+      service: billing-svc
+      tls: {}
+      priority: 10
+
+    billing:
+      rule: "PathPrefix(`/api/v1/billing`)"
+      entryPoints:
+        - websecure
+      middlewares:
+        - auth-forward
+        - rate-limit
+        - strip-api-prefix
+      service: billing-svc
+      tls: {}
+
+    # ── Health (no auth) ───────────────────────────────────────
+    health:
+      rule: "Path(`/api/v1/health`)"
+      entryPoints:
+        - websecure
+      service: auth-svc
+      tls: {}
+
+  services:
+    auth-svc:
+      loadBalancer:
+        servers:
+          - url: "http://auth:8000"
+
+    ws-gateway-svc:
+      loadBalancer:
+        sticky:
+          cookie:
+            name: "ws_affinity"
+        servers:
+          - url: "http://ws-gateway:8000"
+
+    chat-svc:
+      loadBalancer:
+        servers:
+          - url: "http://chat:8000"
+
+    batch-agent-svc:
+      loadBalancer:
+        servers:
+          - url: "http://batch-agent:8000"
+
+    billing-svc:
+      loadBalancer:
+        servers:
+          - url: "http://billing:8000"

traefik/traefik.yml

@@ -0,0 +1,39 @@
+# Traefik static configuration for microservices gateway
+
+api:
+  dashboard: true
+  insecure: true  # Dashboard on :8080 (internal only in prod)
+
+entryPoints:
+  web:
+    address: ":80"
+    http:
+      redirections:
+        entryPoint:
+          to: websecure
+          scheme: https
+  websecure:
+    address: ":443"
+    http:
+      tls:
+        certResolver: cloudflare
+
+providers:
+  docker:
+    exposedByDefault: false
+  file:
+    directory: /etc/traefik/dynamic
+    watch: true
+
+# Automatic TLS via Let's Encrypt + Cloudflare DNS-01 challenge
+certificatesResolvers:
+  cloudflare:
+    acme:
+      email: "${ACME_EMAIL}"
+      storage: /etc/traefik/acme/acme.json
+      dnsChallenge:
+        provider: cloudflare
+        delayBeforeCheck: "10"
+        resolvers:
+          - "1.1.1.1:53"
+          - "8.8.8.8:53"