Files
optimclaw/CLAUDE.md
T
88f4894a18 merge: resolve conflicts for PR #800 and #822 into staging (#881)
* fix(ci): secrets can't be used in step if conditions [skip-regression-check] (#787)

GitHub Actions step-level `if:` doesn't have access to `secrets` context.
Replace `if: secrets.X != ''` with `continue-on-error: true` and let
the Set token step handle the fallback.

Co-authored-by: Claude Sonnet 4.6 <[email protected]>

* fix(ci): clean up staging pipeline — remove hacks, skip redundant checks [skip-regression-check] (#794)

- Remove continue-on-error from staging-ci.yml app token steps (secrets are configured)
- Skip test.yml and code_style.yml on PRs targeting staging (staging-ci.yml
  already runs tests before promoting, promotion PR gets full CI on main)
- Allow ironclaw-ci[bot] in Claude Code review for bot-created promotion PRs

Co-authored-by: Claude Opus 4.6 <[email protected]>

* fix(ci): run fmt + clippy on staging PRs, skip Windows clippy [skip-regression-check] (#802)

- Remove branches:[main] filter from code_style.yml so it runs on all PRs
- Gate clippy-windows with `if: github.base_ref == 'main'` (skip on staging PRs)
- Update rollup job to allow skipped clippy-windows
- Simplify claude-review.yml to only trigger on labeled event (avoids duplicate runs)

Co-authored-by: Claude Opus 4.6 <[email protected]>

* feat: persist user_id in save_job and expose job_id on routine runs (#709)

* feat: persist worker events to DB and fix activity tab rendering

In-process Worker (used by Scheduler::dispatch_job) now persists events
via save_job_event at key execution points: plan creation, LLM
responses, tool_use, tool_result, and job completion/failure/stuck.
Event data shapes match the container worker format so the gateway
activity tab renders them correctly.

Frontend: tool_result errors now show a red X icon with danger styling
instead of a silent empty output. The result event falls back to the
error field when message is absent.

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* feat: wire RoutineEngine into gateway for direct manual trigger firing

Replace the message-channel hack in routines_trigger_handler with a
direct call to RoutineEngine::fire_manual(), ensuring FullJob routines
dispatch correctly when triggered from the web UI. Inject the engine
into GatewayState from Agent::run after construction.

Also persists user_id in save_job for both PG and libSQL backends,
removes the source='sandbox' filter so all jobs are visible, and
exposes job_id on RoutineRunInfo for the frontend job link.

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* fix: remove stale gateway_state argument from Agent::new test call sites

The gateway_state parameter was removed from Agent::new during rebase
(replaced by post-construction set_routine_engine_slot), but three test
call sites still passed the extra None argument.

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* fix: address PR review — restore sandbox source filter, remove blank lines

- Revert removal of `source = 'sandbox'` filter in all SandboxStore
  queries (8 sites across PG and libSQL). Sandbox-specific APIs should
  stay scoped to sandbox jobs; unified job listing for the Jobs tab
  should use a separate query path.
- Remove extra blank lines in agent_loop.rs and worker.rs that caused
  formatting CI failure.

[skip-regression-check]

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* fix: address review — regenerate Cargo.lock, add user_id regression test

- Regenerate Cargo.lock from main's lockfile to eliminate dependency
  version downgrades (anyhow, syn, etc.) that were churn from rebase.
- Add regression test verifying user_id round-trips through save_job
  and get_job in the libSQL backend.

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* style: remove trailing blank line in libsql jobs.rs

[skip-regression-check]

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* test: add Postgres-side regression test for user_id persistence in save_job

Mirrors the existing libSQL test (test_save_job_persists_user_id) for the
Postgres backend. Gated behind #[cfg(feature = "postgres")] + #[ignore]
since it requires a running PostgreSQL instance (integration tier).

Co-Authored-By: Claude Opus 4.6 <[email protected]>

---------

Co-authored-by: Claude Opus 4.6 <[email protected]>

* refactor: unify three agentic loops into single AgenticLoop engine (#654)

Replace three independent copy-pasted agentic loops (dispatcher, worker,
container runtime) with a single shared engine in `agentic_loop.rs` that
all consumers customize via the `LoopDelegate` trait.

Phase 1 — Shared engine (`src/agent/agentic_loop.rs`, 205 lines):
  - `run_agentic_loop()` owns the core LLM → tool exec → repeat cycle
  - `LoopDelegate` trait (Send + Sync, &dyn dispatch) with 6 hook points
  - Tool intent nudge logic consolidated (was duplicated in 3 files)
  - Iteration limit + force-text behavior preserved

Phase 2 — Three delegate implementations:
  - `ChatDelegate` (dispatcher.rs): 3-phase approval flow, hooks, cost
    guard, context compaction, skill attenuation, interruption
  - `JobDelegate` (worker/job.rs): planning pre-loop phase, parallel
    JoinSet exec, mark_completed/stuck/failed, SSE streaming, self-repair
  - `ContainerDelegate` (worker/container.rs): sequential tool exec,
    HTTP-proxied LLM, container-safe tools, credential injection

Phase 3 — File moves and cleanup:
  - Delete `src/agent/worker.rs` — job logic moved to `src/worker/job.rs`
  - Rename `src/worker/runtime.rs` → `src/worker/container.rs`
  - Re-export `Worker`/`WorkerDeps` from `crate::worker` in `agent/mod.rs`
  - Update `scheduler.rs` imports to new worker location

Shared helpers (`src/tools/execute.rs`):
  - `execute_tool_with_safety()` replaces 4 copies of validate → timeout
    → execute → serialize
  - `process_tool_result()` replaces 3 copies of sanitize → wrap →
    ChatMessage (also used by thread_ops.rs approval resume paths)

Net result: -2,408 lines, zero duplicated loop logic, single code path
for tool intent nudge and completion detection.

Closes #654

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* fix: address review feedback from Copilot

1. scheduler.rs: Replace `unwrap_or` fallback with proper error
   propagation when parsing tool output JSON — surfaces bugs instead
   of silently changing the output type.

2. worker/job.rs: Drop MutexGuard before the cancellation `.await` in
   `check_signals()` to avoid holding a lock across an async I/O call
   (prevents `await_holding_lock` lint).

3. worker/job.rs: Restore consecutive rate-limit counter
   (MAX_CONSECUTIVE_RATE_LIMITS = 10) so sustained rate limiting marks
   the job stuck with "Persistent rate limiting" instead of silently
   burning through max_iterations.

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* fix: incorporate staging changes — token budget tracking + mark_failed

Merge staging's changes into the refactored JobDelegate:
- Add token budget tracking in call_llm (update_context/add_tokens)
- mark_stuck → mark_failed for iteration cap and rate-limit exhaustion
  (aligns with staging's #788 fix)

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* fix: address zmanian's PR review — eliminate type erasure, clean up

Address all 6 review points from zmanian on PR #800:

1. Replace LoopOutcome::Custom(Box<dyn Any>) with typed
   LoopOutcome::NeedApproval(Box<PendingApproval>) — eliminates
   type erasure and downcast, resolves clippy large_enum_variant.

2. Remove dead max_tool_iterations field from ChatDelegate struct.

3. Add on_tool_intent_nudge() hook to LoopDelegate trait with
   implementations in Job and Container delegates for observability.

4. Fix SSE events in job worker to emit raw sanitized content
   instead of XML-wrapped <tool_output> tags.

5. Remove 4 duplicate completion tests from job.rs that were
   already covered by the shared util module.

6. Avoid logging full tool results — use result_size_bytes in
   debug logs (execute.rs, job.rs).

Also updates path references in CLAUDE.md, COVERAGE_PLAN.md,
and add-sse-event.md command.

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* feat(doctor): expand diagnostics from 7 to 16 health checks

* test: add unit tests for agentic_loop and execute shared modules

Add 16 tests covering the two new critical shared modules:

agentic_loop.rs (10 tests):
- Text response exits loop immediately
- Tool call → text response continuation
- LoopSignal::Stop exits before LLM call
- LoopSignal::InjectMessage adds user message to context
- Max iterations terminates with LoopOutcome::MaxIterations
- Tool intent nudge fires twice then caps
- before_llm_call early exit bypasses LLM
- truncate_for_preview: short string, long string, multibyte safety

execute.rs (6 tests):
- execute_tool_with_safety success path
- Missing tool returns ToolError::NotFound
- Tool execution failure propagates
- Per-tool timeout enforcement (50ms)
- process_tool_result XML wrapping on success
- process_tool_result error formatting

All 2,777 unit tests pass, 0 clippy warnings.

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* style: cargo fmt

Co-Authored-By: Claude Opus 4.6 <[email protected]>

* fix: address code review — 9 issues across agentic loop, job worker, container

CRITICAL fixes:
- Rate-limit exhaustion now returns Err(LlmError::RateLimited) instead of
  Ok(Text("")), stopping the loop immediately with no ghost iteration.
  Below-threshold retries still use Text("") with an explicit empty-string
  guard in handle_text_response to skip injection.
- check_signals drains the entire message channel before returning,
  prioritizing Stop over UserMessage. Previously returned early on first
  UserMessage, silently dropping any queued Stop or additional messages.
- check_signals now detects all non-progressing job states (Cancelled,
  Failed, Stuck, Completed, Submitted, Accepted) instead of only
  Cancelled and Failed.

HIGH fixes:
- Error path in process_tool_result_job applies truncate_for_preview to
  bound error strings in SSE/DB events (was unbounded).
- Document Send+Sync lifetime constraint on LoopDelegate trait.
- Test mock before_llm_call refactored from double-lock to single lock
  acquisition, eliminating deadlock risk on refactor.

MEDIUM fixes:
- CompletionReport includes actual iteration count via shared
  Arc<Mutex<u32>> tracker (was hardcoded 0).
- process_tool_result_job return type changed from Result<bool> to
  Result<()> — the bool was always false (dead API).
- Deduplicate truncate in container.rs; now uses truncate_for_preview
  from agentic_loop.

Verified: 0 clippy warnings, 2781 tests pass, cargo fmt clean.

Co-Authored-By: Claude Opus 4.6 <[email protected]>

---------

Co-authored-by: Henry Park <[email protected]>
Co-authored-by: Claude Sonnet 4.6 <[email protected]>
Co-authored-by: Illia Polosukhin <[email protected]>
Co-authored-by: Umesh Kumar Singh <[email protected]>
Co-authored-by: reidliu41 <[email protected]>
2026-03-10 11:19:23 -07:00

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Markdown

# IronClaw Development Guide
**IronClaw** is a secure personal AI assistant — user-first security, self-expanding tools, defense in depth, multi-channel access with proactive background execution.
## Build & Test
```bash
cargo fmt # format
cargo clippy --all --benches --tests --examples --all-features # lint (zero warnings)
cargo test # unit tests
cargo test --features integration # + PostgreSQL tests
RUST_LOG=ironclaw=debug cargo run # run with logging
```
E2E tests: see `tests/e2e/CLAUDE.md`.
## Code Style
- Prefer `crate::` for cross-module imports; `super::` is fine in tests and intra-module refs
- No `pub use` re-exports unless exposing to downstream consumers
- No `.unwrap()` or `.expect()` in production code (tests are fine)
- Use `thiserror` for error types in `error.rs`
- Map errors with context: `.map_err(|e| SomeError::Variant { reason: e.to_string() })?`
- Prefer strong types over strings (enums, newtypes)
- Keep functions focused, extract helpers when logic is reused
- Comments for non-obvious logic only
## Architecture
Prefer generic/extensible architectures over hardcoding specific integrations. Ask clarifying questions about the desired abstraction level before implementing.
Key traits for extensibility: `Database`, `Channel`, `Tool`, `LlmProvider`, `SuccessEvaluator`, `EmbeddingProvider`, `NetworkPolicyDecider`, `Hook`, `Observer`, `Tunnel`.
All I/O is async with tokio. Use `Arc<T>` for shared state, `RwLock` for concurrent access.
## Project Structure
```
src/
├── lib.rs # Library root, module declarations
├── main.rs # Entry point, CLI args, startup
├── app.rs # App startup orchestration (channel wiring, DB init)
├── bootstrap.rs # Base directory resolution (~/.ironclaw), early .env loading
├── settings.rs # User settings persistence (~/.ironclaw/settings.json)
├── service.rs # OS service management (launchd/systemd daemon install)
├── tracing_fmt.rs # Custom tracing formatter
├── util.rs # Shared utilities
├── config/ # Configuration from env vars (split by subsystem)
│ ├── mod.rs # Re-exports all config types; top-level Config struct
│ ├── agent.rs, llm.rs, channels.rs, database.rs, sandbox.rs, skills.rs
│ ├── heartbeat.rs, routines.rs, safety.rs, embeddings.rs, wasm.rs
│ ├── tunnel.rs # Tunnel provider config (TUNNEL_PROVIDER, TUNNEL_URL, etc.)
│ └── secrets.rs, hygiene.rs, builder.rs, helpers.rs
├── error.rs # Error types (thiserror)
├── agent/ # Core agent loop, dispatcher, scheduler, sessions — see src/agent/CLAUDE.md
├── channels/ # Multi-channel input
│ ├── channel.rs # Channel trait, IncomingMessage, OutgoingResponse
│ ├── manager.rs # ChannelManager merges streams
│ ├── cli/ # Full TUI with Ratatui
│ ├── http.rs # HTTP webhook (axum) with secret validation
│ ├── webhook_server.rs # Unified HTTP server composing all webhook routes
│ ├── repl.rs # Simple REPL (for testing)
│ ├── web/ # Web gateway (browser UI) — see src/channels/web/CLAUDE.md
│ └── wasm/ # WASM channel runtime
│ ├── mod.rs
│ ├── bundled.rs # Bundled channel discovery
│ ├── capabilities.rs # Channel-specific capabilities (HTTP endpoint, emit rate)
│ ├── error.rs # WASM channel error types
│ ├── runtime.rs # WASM channel execution runtime
│ ├── setup.rs # WasmChannelSetup, setup_wasm_channels(), inject_channel_credentials()
│ └── wrapper.rs # Channel trait wrapper for WASM modules
├── cli/ # CLI subcommands (clap)
│ ├── mod.rs # Cli struct, Command enum (run/onboard/config/tool/registry/mcp/memory/pairing/service/doctor/status/completion)
│ └── config.rs, tool.rs, registry.rs, mcp.rs, memory.rs, pairing.rs, service.rs, doctor.rs, status.rs, completion.rs
├── registry/ # Extension registry catalog
│ ├── manifest.rs # ExtensionManifest, ArtifactSpec, BundleDefinition types
│ ├── catalog.rs # RegistryCatalog: load from filesystem and embedded JSON
│ └── installer.rs # RegistryInstaller: download, verify, install WASM artifacts
├── hooks/ # Lifecycle hooks (6 points: BeforeInbound, BeforeToolCall, BeforeOutbound, OnSessionStart, OnSessionEnd, TransformResponse)
├── tunnel/ # Tunnel abstraction for public internet exposure
│ ├── mod.rs # Tunnel trait, TunnelProviderConfig, create_tunnel(), start_managed_tunnel()
│ ├── cloudflare.rs # CloudflareTunnel (cloudflared binary)
│ ├── ngrok.rs # NgrokTunnel
│ ├── tailscale.rs # TailscaleTunnel (serve/funnel modes)
│ ├── custom.rs # CustomTunnel (arbitrary command with {host}/{port})
│ └── none.rs # NoneTunnel (local-only, no exposure)
├── observability/ # Pluggable event/metric recording (noop, log, multi)
├── orchestrator/ # Internal HTTP API for sandbox containers
│ ├── api.rs # Axum endpoints (LLM proxy, events, prompts)
│ ├── auth.rs # Per-job bearer token store
│ └── job_manager.rs # Container lifecycle (create, stop, cleanup)
├── worker/ # Runs inside Docker containers
│ ├── container.rs # Container worker runtime (ContainerDelegate + shared agentic loop)
│ ├── job.rs # Background job worker (JobDelegate + shared agentic loop)
│ ├── claude_bridge.rs # Claude Code bridge (spawns claude CLI)
│ └── proxy_llm.rs # LlmProvider that proxies through orchestrator
├── safety/ # Prompt injection defense
│ ├── sanitizer.rs # Pattern detection, content escaping
│ ├── validator.rs # Input validation (length, encoding, patterns)
│ ├── policy.rs # PolicyRule system with severity/actions
│ ├── leak_detector.rs # Secret detection (API keys, tokens, etc.)
│ └── credential_detect.rs # HTTP request credential detection
├── llm/ # Multi-provider LLM integration — see src/llm/CLAUDE.md
├── tools/ # Extensible tool system
│ ├── tool.rs # Tool trait, ToolOutput, ToolError
│ ├── registry.rs # ToolRegistry for discovery
│ ├── rate_limiter.rs # Shared sliding-window rate limiter
│ ├── builtin/ # Built-in tools (echo, time, json, http, web_fetch, file, shell, memory, message, job, routine, extension_tools, skill_tools, secrets_tools)
│ ├── builder/ # Dynamic tool building
│ │ ├── core.rs # BuildRequirement, SoftwareType, Language
│ │ ├── templates.rs # Project scaffolding
│ │ ├── testing.rs # Test harness integration
│ │ └── validation.rs # WASM validation
│ ├── mcp/ # Model Context Protocol
│ │ ├── client.rs # MCP client over HTTP
│ │ ├── factory.rs # create_client_from_config() — transport dispatch factory
│ │ ├── protocol.rs # JSON-RPC types
│ │ └── session.rs # MCP session management (Mcp-Session-Id header, per-server state)
│ └── wasm/ # Full WASM sandbox (wasmtime)
│ ├── runtime.rs # Module compilation and caching
│ ├── wrapper.rs # Tool trait wrapper for WASM modules
│ ├── host.rs # Host functions (logging, time, workspace)
│ ├── limits.rs # Fuel metering and memory limiting
│ ├── allowlist.rs # Network endpoint allowlisting
│ ├── credential_injector.rs # Safe credential injection
│ ├── loader.rs # WASM tool discovery from filesystem
│ ├── rate_limiter.rs # Per-tool rate limiting
│ ├── error.rs # WASM-specific error types
│ └── storage.rs # Linear memory persistence
├── db/ # Dual-backend persistence (PostgreSQL + libSQL) — see src/db/CLAUDE.md
├── workspace/ # Persistent memory system — see src/workspace/README.md
├── context/ # Job context isolation (JobState, JobContext, ContextManager)
├── estimation/ # Cost/time/value estimation with EMA learning
├── evaluation/ # Success evaluation (rule-based, LLM-based)
├── sandbox/ # Docker execution sandbox
│ ├── config.rs # SandboxConfig, SandboxPolicy enum (ReadOnly/WorkspaceWrite/FullAccess)
│ ├── manager.rs # SandboxManager orchestration
│ ├── container.rs # ContainerRunner, Docker lifecycle
│ └── proxy/ # Network proxy: domain allowlist, credential injection, CONNECT tunnel
├── secrets/ # Secrets management (AES-256-GCM, OS keychain for master key)
├── setup/ # 7-step onboarding wizard — see src/setup/README.md
├── skills/ # SKILL.md prompt extension system — see .claude/rules/skills.md
└── history/ # Persistence (PostgreSQL repositories, analytics)
tests/
├── *.rs # Integration tests (workspace, heartbeat, WS gateway, pairing, etc.)
├── test-pages/ # HTML→Markdown conversion fixtures
└── e2e/ # Python/Playwright E2E scenarios (see tests/e2e/CLAUDE.md)
```
## Database
Dual-backend: PostgreSQL + libSQL/Turso. **All new persistence features must support both backends.** See `src/db/CLAUDE.md` and `.claude/rules/database.md`.
## Module Specs
When modifying a module with a spec, read the spec first. Code follows spec; spec is the tiebreaker.
**Module-owned initialization:** Module-specific initialization logic (database connection, transport creation, channel setup) must live in the owning module as a public factory function — not in `main.rs` or `app.rs`. These entry-point files orchestrate calls to module factories. Feature-flag branching (`#[cfg(feature = ...)]`) must be confined to the module that owns the abstraction.
| Module | Spec |
|--------|------|
| `src/agent/` | `src/agent/CLAUDE.md` |
| `src/channels/web/` | `src/channels/web/CLAUDE.md` |
| `src/db/` | `src/db/CLAUDE.md` |
| `src/llm/` | `src/llm/CLAUDE.md` |
| `src/setup/` | `src/setup/README.md` |
| `src/tools/` | `src/tools/README.md` |
| `src/workspace/` | `src/workspace/README.md` |
| `tests/e2e/` | `tests/e2e/CLAUDE.md` |
## Job State Machine
```
Pending -> InProgress -> Completed -> Submitted -> Accepted
\-> Failed
\-> Stuck -> InProgress (recovery)
\-> Failed
```
## Skills System
SKILL.md files extend the agent's prompt with domain-specific instructions. See `.claude/rules/skills.md` for full details.
- **Trust model**: Trusted (user-placed in `~/.ironclaw/skills/` or workspace `skills/`, full tool access) vs Installed (registry, read-only tools)
- **Selection pipeline**: gating (check bin/env/config requirements) -> scoring (keywords/patterns/tags) -> budget (fit within `SKILLS_MAX_TOKENS`) -> attenuation (trust-based tool ceiling)
- **Skill tools**: `skill_list`, `skill_search`, `skill_install`, `skill_remove`
## Configuration
See `.env.example` for all environment variables. LLM backends (`nearai`, `openai`, `anthropic`, `ollama`, `openai_compatible`, `tinfoil`, `bedrock`) documented in `src/llm/CLAUDE.md`.
## Adding a New Channel
1. Create `src/channels/my_channel.rs`
2. Implement the `Channel` trait
3. Add config in `src/config/channels.rs`
4. Wire up in `src/app.rs` channel setup section
## Workspace & Memory
Persistent memory with hybrid search (FTS + vector via RRF). Four tools: `memory_search`, `memory_write`, `memory_read`, `memory_tree`. Identity files (AGENTS.md, SOUL.md, USER.md, IDENTITY.md) injected into system prompt. Heartbeat system runs proactive periodic execution (default: 30 minutes), reading `HEARTBEAT.md` and notifying via channel if findings. See `src/workspace/README.md`.
## Debugging
```bash
RUST_LOG=ironclaw=trace cargo run # verbose
RUST_LOG=ironclaw::agent=debug cargo run # agent module only
RUST_LOG=ironclaw=debug,tower_http=debug cargo run # + HTTP request logging
```
## Current Limitations
1. Domain-specific tools (`marketplace.rs`, `restaurant.rs`, etc.) are stubs
2. Integration tests need testcontainers for PostgreSQL
3. MCP: no streaming support; stdio/HTTP/Unix transports all use request-response
4. WIT bindgen: auto-extract tool schema from WASM is stubbed
5. Built tools get empty capabilities; need UX for granting access
6. No tool versioning or rollback
7. Observability: only `log` and `noop` backends (no OpenTelemetry)