docs(tess): remediate M5 qualification findings
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Jarvis
2026-07-13 14:15:17 -05:00
parent 405984af5a
commit 32d431b42b
8 changed files with 111 additions and 14 deletions

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# Documentation Sitemap
## Tess interaction agent
### Operator guides
- [User guide](tess/USER-GUIDE.md) — authorized session, attach, send, stop, and handoff workflows.
- [Admin guide](tess/ADMIN-GUIDE.md) — deployment configuration, policy, and approval controls.
- [Developer guide](tess/DEVELOPER-GUIDE.md) — provider contracts, scope boundaries, and test workflow.
- [Plugin guide](tess/PLUGIN-GUIDE.md) — adapter, redaction, and identity-as-data requirements.
- [Operations guide](tess/OPERATIONS-GUIDE.md) — readiness, recovery, and incident-safe procedures.
### Architecture and security
- [Architecture](tess/ARCHITECTURE.md)
- [Threat model](tess/THREAT-MODEL.md)
- [Mos coordination boundary](tess/MOS-COORDINATION.md)
- [Hermes runtime adapter design](tess/hermes-runtime-adapter-design.md)
- [Operator plugin sketch](tess/M4-003-OPERATOR-PLUGIN-SKETCH.md)
### API contract
- [Tess OpenAPI contract](openapi-tess.yaml)
### Migration and qualification
- [Migration inventory](tess/M5-MIGRATION-INVENTORY.md)
- [Cutover procedure](tess/M5-MIGRATION-CUTOVER.md)
- [Rollback procedure](tess/M5-MIGRATION-ROLLBACK.md)
- [Retention and deprecation evidence](tess/M5-MIGRATION-RETENTION-DEPRECATION.md)
- [Verification matrix](tess/VERIFICATION-MATRIX.md)
- [Documentation checklist](tess/M5-003-DOCUMENTATION-CHECKLIST.md)

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@@ -23,7 +23,7 @@ Created `docs/tess/MOS-COORDINATION.md`. Mos approved the design and selected th
## Progress checkpoint — 2026-07-13 ## Progress checkpoint — 2026-07-13
- Implemented `MosCoordinationPort` with handoff/observe/result only, an authority-checking client, and deterministic native adapter in `@mosaicstack/coord`. - Implemented `MosCoordinationPort` with handoff/observe/result only, an authority-checking client, and deterministic native adapter in `@mosaicstack/coord`.
- Implemented the gateway `MosCoordinationService`, deriving requester identity from trusted configuration and actor/tenant/correlation from authenticated context. - Implemented the gateway `InteractionCoordinationService`, deriving requester identity from trusted configuration and actor/tenant/correlation from authenticated context.
- Added contract and gateway boundary tests for configurable identities, native round-trip, unconfigured requester, self-delegation, target drift, and cross-tenant observe/result denial before adapter invocation. - Added contract and gateway boundary tests for configurable identities, native round-trip, unconfigured requester, self-delegation, target drift, and cross-tenant observe/result denial before adapter invocation.
- Did not modify `apps/gateway/src/commands/command-authorization.service.ts`. - Did not modify `apps/gateway/src/commands/command-authorization.service.ts`.

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@@ -6,7 +6,7 @@ This procedure is evidence-bound. It does not authorize a production cutover unt
2. Query the normalized runtime capability surface, not a Hermes API directly. Confirm the session capabilities required for the operation are advertised. 2. Query the normalized runtime capability surface, not a Hermes API directly. Confirm the session capabilities required for the operation are advertised.
3. Query the transitional matrix through `RuntimeProviderService.transitionalCapabilityMatrix` (`apps/gateway/src/agent/runtime-provider-registry.service.ts`). Kanban, skills, memory, tools, and cron must remain `unsupported`; stop rather than route those operations through Hermes. 3. Query the transitional matrix through `RuntimeProviderService.transitionalCapabilityMatrix` (`apps/gateway/src/agent/runtime-provider-registry.service.ts`). Kanban, skills, memory, tools, and cron must remain `unsupported`; stop rather than route those operations through Hermes.
4. Route new memory activity through the Mosaic operator-memory plugin path; there is no landed Hermes memory import. 4. Route new memory activity through the Mosaic operator-memory plugin path; there is no landed Hermes memory import.
5. Use `MosCoordinationService` for orchestration handoff. Tess does not take Mos authority. 5. Use `InteractionCoordinationService` (`apps/gateway/src/coord/interaction-coordination.service.ts`) for orchestration handoff. The interaction agent does not take configured orchestrator authority.
6. Record the qualification evidence and only then update an external deployment/channel binding through its separately authorized operational process. 6. Record the qualification evidence and only then update an external deployment/channel binding through its separately authorized operational process.
No claim here authorizes bulk transcript copying, data-schema migration, or enabling an unsupported transitional capability. No claim here authorizes bulk transcript copying, data-schema migration, or enabling an unsupported transitional capability.

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@@ -7,5 +7,5 @@ Hermes is a reference adapter, not a Mosaic core dependency. `packages/agent/src
| sessions, hierarchy, streaming, send/attach/terminate | `HermesRuntimeProvider` plus `hermes-runtime-provider.test.ts` | adapted | | sessions, hierarchy, streaming, send/attach/terminate | `HermesRuntimeProvider` plus `hermes-runtime-provider.test.ts` | adapted |
| Kanban, skills, memory, tools, cron | normalized matrix in `HermesRuntimeProvider.transitionalCapabilityMatrix`; each is `unsupported` and `assertTransitionalCapability` denies before a transport call | deferred / fail-closed | | Kanban, skills, memory, tools, cron | normalized matrix in `HermesRuntimeProvider.transitionalCapabilityMatrix`; each is `unsupported` and `assertTransitionalCapability` denies before a transport call | deferred / fail-closed |
| operator memory | `packages/memory/src/operator-memory-plugin.ts`, constructed by `apps/gateway/src/memory/memory.module.ts` and session-scoped by `apps/gateway/src/agent/agent.service.ts` | native Mosaic path | | operator memory | `packages/memory/src/operator-memory-plugin.ts`, constructed by `apps/gateway/src/memory/memory.module.ts` and session-scoped by `apps/gateway/src/agent/agent.service.ts` | native Mosaic path |
| orchestration handoff | `apps/gateway/src/coord/mos-coordination.service.ts` retains authenticated handoff/observe/result ownership checks | native Mosaic path | | orchestration handoff | `InteractionCoordinationService` in `apps/gateway/src/coord/interaction-coordination.service.ts` retains authenticated handoff/observe/result ownership checks | native Mosaic path |
| transcripts, profiles, preferences | no Hermes importer/schema mapping landed | no automatic migration | | transcripts, profiles, preferences | no Hermes importer/schema mapping landed | no automatic migration |

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@@ -6,5 +6,5 @@ Rollback is configuration/binding reversal, not a database rollback: no Hermes s
2. Keep the gateway registration and core contracts unchanged unless a reviewed code rollback is required; `AgentRuntimeProviderRegistry` registration is explicit and non-replacing (`packages/agent/src/runtime-provider-registry.ts`). 2. Keep the gateway registration and core contracts unchanged unless a reviewed code rollback is required; `AgentRuntimeProviderRegistry` registration is explicit and non-replacing (`packages/agent/src/runtime-provider-registry.ts`).
3. Do not replay an unsupported Kanban, skills, memory, tools, or cron operation. The transitional matrix is intentionally fail-closed. 3. Do not replay an unsupported Kanban, skills, memory, tools, or cron operation. The transitional matrix is intentionally fail-closed.
4. Preserve Mosaic audit, session, and operator-memory records under their normal scoped retention rules; do not copy them into Hermes as a rollback shortcut. 4. Preserve Mosaic audit, session, and operator-memory records under their normal scoped retention rules; do not copy them into Hermes as a rollback shortcut.
5. For an in-flight coordination request, use the owned handoff observation/result flow in `MosCoordinationService`; do not create a second orchestrator path. 5. For an in-flight coordination request, use the owned handoff observation/result flow in `InteractionCoordinationService` (`apps/gateway/src/coord/interaction-coordination.service.ts`); do not create a second orchestrator path.
6. Capture the binding reversal, affected scope, correlation IDs, and reason in the approved operational record before retrying a cutover. 6. Capture the binding reversal, affected scope, correlation IDs, and reason in the approved operational record before retrying a cutover.

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@@ -58,7 +58,7 @@ and the requester agent from trusted authentication/configuration only.
## Enforcement point ## Enforcement point
`apps/gateway` owns a `MosCoordinationService` boundary that compares the `apps/gateway` owns an `InteractionCoordinationService` (`apps/gateway/src/coord/interaction-coordination.service.ts`) boundary that compares the
trusted configured requester/target identities and rejects all of the following trusted configured requester/target identities and rejects all of the following
before calling a transport: unconfigured requester, self-delegation, target before calling a transport: unconfigured requester, self-delegation, target
identity drift, cross-tenant observe/result lookup, and attempts to observe or identity drift, cross-tenant observe/result lookup, and attempts to observe or

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@@ -33,14 +33,18 @@ Trust boundaries: Discord→plugin, CLI→gateway, plugin→gateway service iden
6. Every externally caused operation is replay-safe and correlated. 6. Every externally caused operation is replay-safe and correlated.
7. Provider capability absence is a denial, not an invitation to shell around it. 7. Provider capability absence is a denial, not an invitation to shell around it.
## Existing Findings That Block Tess ## Closed Prerequisite Findings
- Command executor lacks server-side enforcement for declared scopes. The original M1 findings below are closed by landed controls and retained for audit traceability.
- Session list/reuse/destroy surfaces are not owner-filtered consistently.
- MCP schemas accept caller-supplied user identity.
- Discord plugin lacks a complete authenticated service ingress and user/channel allowlists.
- Chat/tool persistence lacks mandatory redaction.
- Sessions/pending Discord output are in-memory and not restart-safe.
- Session GC currently performs globally scoped promotion.
These are tracked as M1 security prerequisites and must pass independent security review before Tess ingress is enabled. | Former finding | Closed evidence |
| ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Command scope/role enforcement | `apps/gateway/src/commands/command-authorization.service.ts` and its authorization tests enforce the server-side approval boundary. |
| Cross-owner session access | Gateway session ownership tests cover server-derived owner and tenant scope. |
| Caller-controlled MCP identity | MCP tools derive actor and tenant from authenticated gateway context. |
| Missing Discord ingress allowlists | `apps/gateway/src/plugin/plugin.module.ts` requires the guild, channel, and user allowlist environment values; `apps/gateway/src/plugin/discord-ingress.security.spec.ts` exercises denial and configured ingress. |
| Missing redaction before persistence/egress | Gateway and log redaction coverage verifies sensitive content is classified before durable storage or channel delivery. |
| In-memory-only restart safety | `packages/agent/src/durable-session.test.ts` reconstructs durable identity, inbox/outbox, checkpoints, and handoffs after simulated restart. |
| Globally scoped session GC | `apps/gateway/src/gc/session-gc.service.spec.ts` verifies session-only collection and the absence of automatic global collection entry points. |
These controls remain subject to the runtime's independent review and release qualification gates.

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import { afterEach, describe, expect, it, vi } from 'vitest';
import {
attachInteractionSession,
sendInteractionMessage,
stopInteractionSession,
} from './gateway-api.js';
const gateway = 'https://gateway.example.test';
const cookie = 'session=test';
const base = { agentName: 'Nova', correlationId: 'corr-1', sessionId: 'session-1' };
afterEach(() => vi.unstubAllGlobals());
/** The TUI must preserve gateway denial type/status rather than treating it as success. */
describe('interaction gateway error mapping', (): void => {
it.each([
{
name: 'attach unauthorized',
response: { status: 401, message: 'Invalid or expired session' },
invoke: (): Promise<unknown> => attachInteractionSession(gateway, cookie, base),
expected:
'Failed to attach interaction session (401): {"message":"Invalid or expired session"}',
},
{
name: 'send invalid request',
response: { status: 400, message: 'Content and idempotency key are required' },
invoke: (): Promise<unknown> =>
sendInteractionMessage(gateway, cookie, {
...base,
content: 'hello',
idempotencyKey: 'message-1',
}),
expected:
'Failed to send interaction message (400): {"message":"Content and idempotency key are required"}',
},
{
name: 'stop forbidden',
response: { status: 403, message: 'Runtime termination approval denied' },
invoke: (): Promise<unknown> =>
stopInteractionSession(gateway, cookie, { ...base, approvalRef: 'approval-1' }),
expected:
'Failed to stop interaction session (403): {"message":"Runtime termination approval denied"}',
},
])(
'$name preserves the typed gateway denial in the CLI error',
async ({ response, invoke, expected }) => {
vi.stubGlobal(
'fetch',
vi.fn(
async () =>
new Response(JSON.stringify({ message: response.message }), {
status: response.status,
headers: { 'Content-Type': 'application/json' },
}),
),
);
await expect(invoke()).rejects.toThrow(expected);
},
);
});