Merge dev into main for testing

routes/calendar_routes.py

@@ -35,6 +35,24 @@ def _ics_naive_dtstart(dt):
         return datetime(dt.year, dt.month, dt.day)
     return dt
 
+
+def _ensure_positive_duration(start_dt, end_dt, all_day):
+    """Clamp an imported event's end so it has a positive duration.
+
+    Some .ics exporters write a single-day all-day event with DTEND equal to
+    DTSTART (treating DTEND as inclusive rather than the RFC 5545 exclusive
+    bound). Stored verbatim that produces a zero-duration row, which the
+    list_events overlap filter (dtstart < end AND dtend > start) silently
+    drops — the event never appears on the calendar even though the web UI
+    would otherwise show it. Normalize a non-positive end to the same default
+    span used when DTEND is absent: one day for all-day events, one hour
+    otherwise.
+    """
+    if end_dt <= start_dt:
+        return start_dt + (timedelta(days=1) if all_day else timedelta(hours=1))
+    return end_dt
+
+
 # Single-user fallback identity. Used only when:
 #   1. The app is configured for single-user (no auth middleware), AND
 #   2. The request didn't resolve to an authenticated user.
@@ -435,6 +453,20 @@ def _parse_dt(s: str) -> datetime:
         if t is not None:
             return base.replace(hour=t[0], minute=t[1])
 
+    # time-first: "3pm today", "9am tomorrow", "11pm tonight"
+    # (parity with parse_due_for_user, which handles these via the same form)
+    m = _re.match(r'^(.+?)\s+(today|tonight|tomorrow|tmrw|yesterday)$', lower)
+    if m:
+        time_part, word = m.group(1).strip(), m.group(2)
+        base = today
+        if word in ("tomorrow", "tmrw"):
+            base = today + timedelta(days=1)
+        elif word == "yesterday":
+            base = today - timedelta(days=1)
+        t = _parse_time(time_part)
+        if t is not None:
+            return base.replace(hour=t[0], minute=t[1])
+
     # next <weekday> [at] TIME
     weekdays = ["monday", "tuesday", "wednesday", "thursday", "friday", "saturday", "sunday"]
     m = _re.match(r'^next\s+(\w+)(?:\s+at)?\s*(.*)$', lower)
@@ -1271,7 +1303,7 @@ def setup_calendar_routes() -> APIRouter:
                 db.commit()
                 db.refresh(target_cal)
 
-            imported = skipped = 0
+            imported = skipped = repaired = 0
             for comp in cal_data.walk():
                 if comp.name != "VEVENT":
                     continue
@@ -1307,6 +1339,18 @@ def setup_calendar_routes() -> APIRouter:
                         .first()
                     )
                     if existing:
+                        # An import predating the clamp below may have stored
+                        # this same event with a non-positive duration, which
+                        # the list_events overlap filter hides. Re-importing
+                        # lands here and would skip without touching that row,
+                        # so the event would stay invisible. Backfill the clamp
+                        # onto the stored row before skipping it.
+                        fixed_end = _ensure_positive_duration(
+                            existing.dtstart, existing.dtend, bool(existing.all_day)
+                        )
+                        if fixed_end != existing.dtend:
+                            existing.dtend = fixed_end
+                            repaired += 1
                         skipped += 1
                         continue
 
@@ -1340,6 +1384,8 @@ def setup_calendar_routes() -> APIRouter:
                     else:
                         end_dt = start_dt + timedelta(hours=1)
 
+                end_dt = _ensure_positive_duration(start_dt, end_dt, all_day)
+
                 ev = CalendarEvent(
                     uid=uid_val,
                     calendar_id=target_cal.id,
@@ -1360,6 +1406,7 @@ def setup_calendar_routes() -> APIRouter:
                 "ok": True,
                 "imported": imported,
                 "skipped": skipped,
+                "repaired": repaired,
                 "calendar": cal_display,
                 "calendar_id": target_cal.id,
             }

routes/chat_helpers.py

@@ -104,6 +104,9 @@ class ChatContext:
     # The chat route emits a doc_update SSE event for each before streaming
     # begins, so the editor pane switches to the new doc immediately.
     auto_opened_docs: list = field(default_factory=list)
+    # Uploads attached to this user turn, resolved and owner-checked for the
+    # agent's private context. This is not emitted to the browser.
+    uploaded_files: list = field(default_factory=list)
 
 
 # ── Helpers ────────────────────────────────────────────────────────────── #
@@ -366,6 +369,59 @@ async def preprocess(
     )
 
 
+def build_uploaded_file_manifest(att_ids: list, upload_handler, owner: Optional[str]) -> list[dict]:
+    """Resolve current-turn upload IDs into a small tool-facing manifest.
+
+    The chat UI already sends attachment ids, and preprocessing inlines as much
+    text as fits. Agent mode still needs a discoverable bridge for files whose
+    content was truncated/omitted or when the model chooses file tools. Only
+    owner-authorized uploads are included, and paths must remain inside the
+    configured upload directory.
+    """
+    if not att_ids or not upload_handler or not hasattr(upload_handler, "resolve_upload"):
+        return []
+
+    def _read_file_can_open(path: str) -> bool:
+        try:
+            from src.tool_execution import _resolve_tool_path
+
+            return _resolve_tool_path(path) == os.path.realpath(path)
+        except Exception:
+            return False
+
+    manifest: list[dict] = []
+    for att_id in att_ids:
+        try:
+            info = upload_handler.resolve_upload(str(att_id), owner=owner)
+        except Exception:
+            logger.debug("Failed to resolve upload %r for agent manifest", att_id, exc_info=True)
+            continue
+        if not isinstance(info, dict):
+            continue
+
+        path = info.get("path")
+        if path:
+            try:
+                inside = True
+                if hasattr(upload_handler, "_inside_upload_dir"):
+                    inside = bool(upload_handler._inside_upload_dir(path))
+                elif hasattr(upload_handler, "inside_base_dir"):
+                    inside = bool(upload_handler.inside_base_dir(path))
+                if not inside or not os.path.exists(path) or not _read_file_can_open(path):
+                    path = None
+            except Exception:
+                path = None
+
+        manifest.append({
+            "id": info.get("id") or str(att_id),
+            "name": info.get("name") or info.get("original_name") or str(att_id),
+            "mime": info.get("mime", ""),
+            "size": info.get("size", 0),
+            "path": path,
+        })
+    return manifest
+
+
 def add_user_message(sess, chat_handler, preprocessed: PreprocessedMessage, incognito: bool = False):
     """Add user message to session history and update session name.
     In incognito mode, still add to in-memory history (for conversation context)
@@ -613,6 +669,11 @@ async def build_chat_context(
     # bearer-token chat requests use the token owner instead of the "api" sentinel.
     user = effective_user(request)
     uprefs = load_prefs_for_user(user)
+    uploaded_files = build_uploaded_file_manifest(
+        att_ids or [],
+        getattr(chat_handler, "upload_handler", None),
+        getattr(sess, "owner", None),
+    )
     casual_low_signal = _is_casual_low_signal(message)
 
     # Memory enabled?
@@ -731,6 +792,7 @@ async def build_chat_context(
         preset=preset,
         preprocessed=preprocessed,
         auto_opened_docs=auto_opened_docs,
+        uploaded_files=uploaded_files,
     )
 
 

routes/chat_routes.py

@@ -29,6 +29,7 @@ from routes.document_helpers import _owner_session_filter
 from core.database import SessionLocal, get_session_mode, set_session_mode
 from core.database import Session as DBSession, ChatMessage as DBChatMessage
 from core.database import Document as DBDocument, ModelEndpoint
+from core.log_safety import redact_url
 from routes.research_routes import _resolve_research_endpoint
 from routes.model_routes import _visible_models
 from routes.chat_helpers import (
@@ -930,7 +931,7 @@ def setup_chat_routes(
             if effective_do_research:
                 _r_ep, _r_model, _r_headers = _resolve_research_endpoint(sess)
                 _auth_keys = list(_r_headers.keys()) if _r_headers else []
-                logger.info(f"Research endpoint resolved: model={_r_model}, endpoint={_r_ep}, auth_keys={_auth_keys}, sess_headers_keys={list(sess.headers.keys()) if isinstance(sess.headers, dict) else type(sess.headers)}")
+                logger.info(f"Research endpoint resolved: model={_r_model}, endpoint={redact_url(_r_ep)}, auth_keys={_auth_keys}, sess_headers_keys={list(sess.headers.keys()) if isinstance(sess.headers, dict) else type(sess.headers)}")
 
                 # Clarification round: only for very short/vague queries on first research message.
                 # Skip in compare mode — each pane is a fresh session, so every one would
@@ -1254,7 +1255,14 @@ def setup_chat_routes(
                 try:
                     from src.settings import get_setting
                     from src.agent_tools import MAX_AGENT_ROUNDS as _DEFAULT_ROUNDS
-                    _tool_budget = int(get_setting("agent_max_tool_calls", 0))
+                    # Per-message tool budget from settings; guard defensively in
+                    # case settings.json was hand-edited to a non-numeric value
+                    # (the HTTP admin endpoint validates, but direct edits bypass
+                    # it). 0 = unlimited, matching auth_routes set_settings().
+                    try:
+                        _tool_budget = int(get_setting("agent_max_tool_calls", 0))
+                    except (TypeError, ValueError):
+                        _tool_budget = 0
                     # Per-message round cap from settings; clamp defensively in
                     # case settings.json was hand-edited to a bad value.
                     try:
@@ -1289,6 +1297,7 @@ def setup_chat_routes(
                         approved_plan=approved_plan or None,
                         workspace=workspace or None,
                         forced_tools=_forced_tools,
+                        uploaded_files=ctx.uploaded_files,
                     ):
                         if chunk.startswith("data: ") and not chunk.startswith("data: [DONE]"):
                             try:

routes/codex_routes.py

@@ -15,6 +15,7 @@ from typing import Any
 from fastapi import APIRouter, BackgroundTasks, Body, HTTPException, Request
 from fastapi.responses import StreamingResponse
 
+from core.middleware import require_admin
 from src.auth_helpers import require_authenticated_request, require_user
 from src.tool_implementations import do_manage_notes
 from src.constants import COOKBOOK_STATE_FILE
@@ -109,6 +110,20 @@ def _scope_owner_all(request: Request, required: set[str]) -> str:
     return require_user(request)
 
 
+def _require_cookbook_scope(request: Request, allowed: set[str]) -> str:
+    """Authorize a Codex cookbook route.
+
+    For API-token callers, enforce the given scope set.
+    For cookie-session callers, additionally require admin privileges
+    because cookbook surfaces expose host topology, task logs, tmux
+    commands, and model-serving controls.
+    """
+    owner = _scope_owner(request, allowed)
+    if not getattr(request.state, "api_token", False):
+        require_admin(request)
+    return owner
+
+
 def _find_endpoint(router: APIRouter | None, method: str, path: str):
     if router is None:
         return None
@@ -118,6 +133,18 @@ def _find_endpoint(router: APIRouter | None, method: str, path: str):
     return None
 
 
+def _clamp_pagination(offset: Any, limit: Any, *, default_limit: int = 50, max_limit: int = 50) -> tuple[int, int]:
+    try:
+        parsed_offset = int(0 if offset in (None, "") else offset)
+    except (TypeError, ValueError):
+        raise HTTPException(400, "Invalid offset")
+    try:
+        parsed_limit = int(default_limit if limit in (None, "") else limit)
+    except (TypeError, ValueError):
+        raise HTTPException(400, "Invalid limit")
+    return max(0, parsed_offset), max(1, min(parsed_limit, max_limit))
+
+
 def setup_codex_routes(
     email_router: APIRouter | None = None,
     memory_router: APIRouter | None = None,
@@ -425,10 +452,18 @@ def setup_codex_routes(
         owner = _scope_owner(request, DOCS_READ_SCOPES)
         if documents_library_endpoint is None:
             raise HTTPException(503, "Documents integration is not available")
-        return await _as_owner(
+        offset, limit = _clamp_pagination(offset, limit)
+        result = await _as_owner(
             request, owner, documents_library_endpoint,
             request, search, language, sort, offset, limit, archived,
         )
+        if isinstance(result, dict):
+            docs = result.get("documents")
+            total = result.get("total")
+            if isinstance(docs, list) and isinstance(total, int):
+                next_offset = offset + len(docs)
+                result["next_offset"] = next_offset if next_offset < total else None
+        return result
 
     @router.get("/documents/{doc_id}")
     async def codex_documents_get(request: Request, doc_id: str):
@@ -532,14 +567,14 @@ def setup_codex_routes(
 
     @router.get("/cookbook/tasks")
     async def codex_cookbook_tasks(request: Request):
-        _scope_owner(request, COOKBOOK_READ_SCOPES)
+        _require_cookbook_scope(request, COOKBOOK_READ_SCOPES)
         state = _read_cookbook_state()
         tasks = state.get("tasks") or []
         return {"tasks": [_redact_task(t) for t in tasks]}
 
     @router.get("/cookbook/servers")
     async def codex_cookbook_servers(request: Request):
-        _scope_owner(request, COOKBOOK_READ_SCOPES)
+        _require_cookbook_scope(request, COOKBOOK_READ_SCOPES)
         state = _read_cookbook_state()
         servers = state.get("env", {}).get("servers") or []
         # Strip ssh creds / passwords; keep only what's needed to pick a host.
@@ -558,7 +593,7 @@ def setup_codex_routes(
 
     @router.get("/cookbook/output/{session_id}")
     async def codex_cookbook_output(request: Request, session_id: str, tail: int = 400):
-        _scope_owner(request, COOKBOOK_READ_SCOPES)
+        _require_cookbook_scope(request, COOKBOOK_READ_SCOPES)
         # Defensive: session_id must be the tmux-style id we issue
         # (`serve-XXXX` / `cookbook-XXXX` / `queue-XXXX`); anything else
         # would let the agent run arbitrary `tmux capture-pane` targets.
@@ -600,7 +635,7 @@ def setup_codex_routes(
 
     @router.post("/cookbook/serve")
     async def codex_cookbook_serve(request: Request, body: dict[str, Any] = Body(default_factory=dict)):
-        _scope_owner(request, COOKBOOK_LAUNCH_SCOPES)
+        _require_cookbook_scope(request, COOKBOOK_LAUNCH_SCOPES)
         # Wraps /api/model/serve with the SAME validation the UI uses.
         # _validate_serve_cmd (called inside model_serve) rejects shell
         # metachars and requires the leading binary to be in the
@@ -639,7 +674,7 @@ def setup_codex_routes(
 
     @router.post("/cookbook/stop/{session_id}")
     async def codex_cookbook_stop(request: Request, session_id: str):
-        _scope_owner(request, COOKBOOK_LAUNCH_SCOPES)
+        _require_cookbook_scope(request, COOKBOOK_LAUNCH_SCOPES)
         import re as _re
         if not _re.fullmatch(r"[a-zA-Z0-9_-]+", session_id):
             raise HTTPException(400, "Invalid session id")
@@ -659,7 +694,7 @@ def setup_codex_routes(
         """List cached models on a configured server (or local if host is omitted).
         Mirrors `list_cached_models` from the chat agent so external agents have
         the same inventory view before deciding what to serve/download."""
-        _scope_owner(request, COOKBOOK_READ_SCOPES)
+        _require_cookbook_scope(request, COOKBOOK_READ_SCOPES)
         # Hit /api/model/cached internally, with the same modelDirs the chat
         # agent's list_cached_models would resolve from cookbook state.
         state = _read_cookbook_state()
@@ -721,7 +756,7 @@ def setup_codex_routes(
         """List saved serve presets (model + host + port + launch cmd).
         Counterpart to `list_serve_presets`. Use BEFORE composing a `serve`
         body — the user's saved preset usually has the working cmd already."""
-        _scope_owner(request, COOKBOOK_READ_SCOPES)
+        _require_cookbook_scope(request, COOKBOOK_READ_SCOPES)
         state = _read_cookbook_state()
         presets = state.get("presets") or []
         out = []
@@ -741,7 +776,7 @@ def setup_codex_routes(
     async def codex_cookbook_serve_preset(request: Request, name: str):
         """Launch a saved preset by name. Reuses the working cmd + host the
         user already saved, avoiding the cmd-allowlist trial-and-error loop."""
-        _scope_owner(request, COOKBOOK_LAUNCH_SCOPES)
+        _require_cookbook_scope(request, COOKBOOK_LAUNCH_SCOPES)
         import re as _re
         if not _re.fullmatch(r"[A-Za-z0-9 _.:@\-]+", name):
             raise HTTPException(400, "Invalid preset name")
@@ -793,7 +828,7 @@ def setup_codex_routes(
         cookbook tracking. Needed when serve_model rejects a cmd and the
         agent falls back to direct ssh — without adoption the session is
         invisible to the UI. Body: {tmux_session, model, host?, port?}."""
-        _scope_owner(request, COOKBOOK_LAUNCH_SCOPES)
+        _require_cookbook_scope(request, COOKBOOK_LAUNCH_SCOPES)
         norm = dict(body or {})
         sess = (norm.get("tmux_session") or norm.get("session_id") or "").strip()
         model = (norm.get("model") or norm.get("repo_id") or "").strip()

routes/contacts_routes.py

@@ -18,6 +18,7 @@ from pathlib import Path
 from datetime import datetime
 from urllib.parse import urljoin, urlparse, urlunparse
 
+from core.log_safety import redact_url
 from fastapi import APIRouter, Query, Depends, Response, HTTPException
 from typing import List, Dict, Optional
 
@@ -149,6 +150,14 @@ def _vunesc(value: str) -> str:
 
 def _parse_vcards(text: str) -> List[Dict]:
     """Parse a stream of vCards into dicts with name, email, phone."""
+    # Unfold RFC 6350 3.2 line folding first: a CRLF/LF followed by a single
+    # space or tab is a continuation of the previous logical line. Real
+    # CardDAV servers (Radicale, iCloud, Apple/Google) fold long EMAIL / FN /
+    # PHOTO lines, and splitting on raw newlines without unfolding dropped the
+    # continuation (e.g. "...@example\n .com" lost the ".com"), truncating the
+    # email/name.
+    text = re.sub(r"\r\n[ \t]", "", text or "")
+    text = re.sub(r"\n[ \t]", "", text)
     contacts = []
     for block in re.split(r"BEGIN:VCARD", text):
         if not block.strip():
@@ -689,15 +698,24 @@ def _delete_contact(uid: str) -> bool:
         url = _resolve_resource_url(uid)
         auth = (cfg["username"], cfg["password"]) if cfg["username"] else None
         r = httpx.delete(url, auth=auth, timeout=10)
-        if r.status_code in (200, 204):
-            _contact_cache["fetched_at"] = None
-            return True
-        if r.status_code == 404:
-            # Resource not found at the resolved URL. With href resolution
-            # this should be rare (genuinely already deleted). Invalidate
-            # the cache and report success so the UI doesn't keep a ghost.
-            logger.info(f"CardDAV DELETE 404 for {uid} — treating as already gone")
+        if r.status_code in (200, 204, 404):
+            # Invalidate cache so the next fetch sees the server truth.
             _contact_cache["fetched_at"] = None
+            # Verify: force a fresh fetch and check the UID is actually gone.
+            # A 404 on the guessed URL ({uid}.vcf) can mean the contact
+            # lives at a different resource URL — the DELETE missed it but
+            # we'd silently report success. This check catches that.
+            fresh = _fetch_contacts(force=True)
+            still_there = any(c.get("uid") == uid for c in fresh)
+            if still_there:
+                logger.warning(
+                    f"CardDAV DELETE reported success for {uid} "
+                    f"but UID still present after re-fetch — "
+                    f"resource URL may differ from {redact_url(url)}"
+                )
+                return False
+            if r.status_code == 404:
+                logger.info(f"CardDAV DELETE 404 for {uid} — already gone")
             return True
         logger.warning(f"CardDAV DELETE returned {r.status_code}: {r.text[:200]}")
         return False

routes/cookbook_helpers.py

@@ -561,7 +561,7 @@ def _bash_squote(v: str) -> str:
 # Allow-list of binaries permitted as the leading token of `req.cmd` for /api/model/serve.
 # Anything else is rejected before the cmd is interpolated into a tmux/PowerShell wrapper.
 _SERVE_CMD_ALLOWLIST = {
-    "vllm", "llama-server", "llama_server", "llama.cpp", "ollama",
+    "vllm", "llama-server", "llama-server.exe", "llama_server", "llama.cpp", "ollama",
     "python", "python3",
     "sglang", "lmdeploy",
     "node", "npx",
@@ -577,6 +577,16 @@ _SERVE_CMD_ALLOWLIST = {
 _GGUF_PRELUDE_RE = re.compile(
     r'^MODEL_FILE=\$\([^\n]*?\)\s*&&\s*\{[^{}]*\}\s*\|\|\s*\{[^{}]*\}\s*&&\s*'
 )
+_SAFE_SUBSHELL_TEXT = r"[^'\n;&|`$()<>]+"
+_SAFE_SUBSHELL_DQ_HOME_PATH = r'"\$HOME/[^"\n;&|`()<>]*"'
+_SAFE_PRINTF_SUBSHELL_RE = re.compile(
+    rf"^\$\(printf[ \t]+%s[ \t]+(?:'{_SAFE_SUBSHELL_TEXT}'|\$\{{HOME\}}'/{_SAFE_SUBSHELL_TEXT}')\)$"
+)
+_SAFE_FIND_MMPROJ_SUBSHELL_RE = re.compile(
+    rf"^\$\(find[ \t]+(?:'{_SAFE_SUBSHELL_TEXT}'|{_SAFE_SUBSHELL_DQ_HOME_PATH}|{_SAFE_SUBSHELL_TEXT})"
+    r"[ \t]+-iname[ \t]+'mmproj\*\.gguf'"
+    r"(?:[ \t]+2>/dev/null)?[ \t]*\|[ \t]*sort[ \t]*\|[ \t]*head[ \t]+-1\)$"
+)
 _OLLAMA_HOST_ASSIGNMENT_RE = re.compile(r"(?:^|\s)OLLAMA_HOST=([^\s]+)")
 _OLLAMA_BIND_RE = re.compile(r"^\[([^\]]+)\]:(\d+)$|^([^:]+):(\d+)$")
 _OLLAMA_BIND_HOST_RE = re.compile(r"^[A-Za-z0-9._:-]+$")
@@ -677,6 +687,13 @@ def _check_serve_binary(seg: str) -> None:
         )
 
 
+def _is_safe_serve_subshell(subshell: str) -> bool:
+    return bool(
+        _SAFE_PRINTF_SUBSHELL_RE.fullmatch(subshell)
+        or _SAFE_FIND_MMPROJ_SUBSHELL_RE.fullmatch(subshell)
+    )
+
+
 def _validate_serve_cmd(v: str | None) -> str | None:
     """Reject serve commands that aren't in the allowlist or contain shell metachars.
 
@@ -708,15 +725,15 @@ def _validate_serve_cmd(v: str | None) -> str | None:
             _check_serve_binary(part.strip())
         return v
 
-    # Otherwise: a single invocation — no shell metacharacters allowed.
-    # Temporarily replace safe $(printf %s ...) expressions with a placeholder
-    # to avoid triggering the metacharacter/command-injection checks.
-    cleaned_v = v
-    printf_matches = list(re.finditer(r"\$\(\s*printf\s+%s\s+([^\n()]*?)\)", v))
-    for match in printf_matches:
-        inner = match.group(1)
-        if not any(c in inner for c in (";", "&&", "||", "$(", "`")):
-            cleaned_v = cleaned_v.replace(match.group(0), "/placeholder/safe/path.gguf")
+    # Otherwise: a single invocation — no shell metacharacters allowed. Replace
+    # only the exact command substitutions emitted by the Cookbook UI:
+    # $(printf %s 'safe-path') and the mmproj lookup
+    # $(find <path> -iname 'mmproj*.gguf' 2>/dev/null | sort | head -1).
+    def _replace_safe_subshell(match: re.Match[str]) -> str:
+        subshell = match.group(0)
+        return "/placeholder/safe/path" if _is_safe_serve_subshell(subshell) else subshell
+
+    cleaned_v = re.sub(r"\$\([^()]*\)", _replace_safe_subshell, v)
 
     # (`$(` was the original intent; bare `$` is fine for shell-safe paths.)
     if any(c in cleaned_v for c in (";", "&&", "||", "$(")):

routes/cookbook_routes.py

@@ -74,6 +74,9 @@ def setup_cookbook_routes() -> APIRouter:
             return "stored"
         return f"{value[:4]}...{value[-4:]}"
 
+    def _client_host_platform() -> str:
+        return "windows" if IS_WINDOWS else ""
+
     def _decrypt_secret(value: str | None) -> str:
         if not value:
             return ""
@@ -246,11 +249,15 @@ def setup_cookbook_routes() -> APIRouter:
         """Return cookbook state without raw secrets for browser clients."""
         _strip_task_secrets(state)
         env = state.get("env") if isinstance(state, dict) else None
+        if isinstance(state, dict) and not isinstance(env, dict):
+            env = {}
+            state["env"] = env
         if isinstance(env, dict):
             token = _decrypt_secret(env.get("hfToken"))
             env.pop("hfToken", None)
             env["hfTokenConfigured"] = bool(token)
             env["hfTokenMasked"] = _mask_secret(token)
+            env["hostPlatform"] = _client_host_platform()
         return state
 
     def _state_for_storage(state, on_disk=None):
@@ -269,6 +276,7 @@ def setup_cookbook_routes() -> APIRouter:
                 env.pop("hfToken", None)
             env.pop("hfTokenMasked", None)
             env.pop("hfTokenConfigured", None)
+            env.pop("hostPlatform", None)
         return state
 
     def _load_stored_hf_token() -> str:
@@ -1528,6 +1536,10 @@ def setup_cookbook_routes() -> APIRouter:
             # shell resolves the bundled python3/hf, mirroring the download flow.
             if not remote:
                 runner_lines.append(_local_tooling_path_export(sys.executable))
+                if local_windows:
+                    # Detached Git Bash runs do not always inherit recently edited
+                    # user PATH entries from the already-running Odysseus process.
+                    runner_lines.append('export PATH="$HOME/bin:$HOME/llama.cpp/build-cuda/bin/Release:$HOME/llama.cpp/build/bin/Release:$HOME/llama.cpp/build/bin/Debug:$HOME/llama.cpp/build/bin:$PATH"')
             runner_lines.append("export FLASHINFER_DISABLE_VERSION_CHECK=1")
             if req.hf_token:
                 runner_lines.append(f"export HF_TOKEN='{_bash_squote(req.hf_token)}'")
@@ -1542,7 +1554,8 @@ def setup_cookbook_routes() -> APIRouter:
             runner_lines.append(_HF_TOKEN_STATUS_SNIPPET)
             handled_ollama_serve = False
             # Auto-install inference engine if missing
-            if "llama_cpp" in req.cmd or "llama-server" in req.cmd:
+            local_windows_llama_cmd = local_windows and ("llama_cpp" in req.cmd or "llama-server" in req.cmd)
+            if ("llama_cpp" in req.cmd or "llama-server" in req.cmd) and not local_windows_llama_cmd:
                 # Prefer the NATIVE llama-server binary — its minja templating
                 # renders modern GGUF chat templates that the Python bindings'
                 # Jinja2 rejects (do_tojson ensure_ascii). Build it once from
@@ -2445,8 +2458,8 @@ def setup_cookbook_routes() -> APIRouter:
             try:
                 return _state_for_client(json.loads(_cookbook_state_path.read_text(encoding="utf-8")))
             except Exception:
-                return {}
-        return {}
+                return _state_for_client({})
+        return _state_for_client({})
 
     @router.post("/api/cookbook/state")
     async def save_cookbook_state(request: Request):

routes/document_helpers.py

@@ -12,6 +12,7 @@ from pydantic import BaseModel
 
 from core.database import Document, DocumentVersion
 from core.database import Session as DbSession
+from src.auth_helpers import _auth_disabled
 from src.upload_handler import UploadHandler
 
 logger = logging.getLogger(__name__)
@@ -79,6 +80,8 @@ def _verify_doc_owner(db, doc: Document, user: str):
     the session join for any not-yet-backfilled legacy row.
     """
     if user is None:
+        if _auth_disabled():
+            return  # Single-user / no-auth mode: allow access
         raise HTTPException(403, "Authentication required")
     if doc.owner is not None:
         if doc.owner != user:
@@ -105,7 +108,6 @@ def _owner_session_filter(q, user):
     by the time this filter is live there are no NULL-owner rows to leak;
     we therefore match the owner strictly for authenticated callers."""
     if not user:
-        from src.auth_helpers import _auth_disabled
         if user == "" or _auth_disabled():
             return q
         return q.filter(False)

routes/document_routes.py

@@ -10,7 +10,7 @@ from fastapi import APIRouter, HTTPException, Query, Request, UploadFile, File,
 from sqlalchemy import case, func, or_
 from core.database import SessionLocal, Document, DocumentVersion
 from core.database import Session as DbSession
-from src.auth_helpers import get_current_user
+from src.auth_helpers import get_current_user, _auth_disabled
 from src.constants import MAIL_ATTACHMENTS_DIR
 
 logger = logging.getLogger(__name__)
@@ -388,7 +388,8 @@ def setup_document_routes(session_manager, upload_handler=None) -> APIRouter:
         db = SessionLocal()
         try:
             if not user:
-                raise HTTPException(403, "Authentication required")
+                if not _auth_disabled():
+                    raise HTTPException(403, "Authentication required")
             # v2 review HIGH-9: raise 403 explicitly when the caller
             # can't see this session, instead of returning [] which the
             # UI treats identically to "no docs" and silently masks

routes/email_helpers.py

@@ -40,6 +40,16 @@ from src.secret_storage import decrypt as _decrypt
 logger = logging.getLogger(__name__)
 
 
+class EmailNotConfiguredError(RuntimeError):
+    """Raised when an IMAP operation is attempted on an account that has no
+    inbox configured (e.g. a send-only / SMTP-only account).
+
+    Subclasses RuntimeError so existing broad ``except Exception`` handlers
+    keep working; callers that want to treat "no inbox" as an empty result
+    rather than a failure can catch this type specifically.
+    """
+
+
 def _xoauth2_raw(user: str, access_token: str) -> str:
     """The SASL XOAUTH2 initial-response string (unencoded).
 
@@ -225,8 +235,9 @@ def _strip_think(text: str) -> str:
     """
     if not text:
         return ""
-    from src.text_helpers import strip_think as _central, _THINK_CLOSED_RE, _THINK_OPEN_RE, _THINK_TAG_RE
-    had_think = bool(_THINK_CLOSED_RE.search(text) or _THINK_OPEN_RE.search(text) or _THINK_TAG_RE.search(text))
+    from src.text_helpers import strip_think as _central, _THINK_TAG_RE
+    # Single linear tag check; the old closed/open `.search()` calls could ReDoS.
+    had_think = bool(_THINK_TAG_RE.search(text))
     return _central(text, prose=had_think, prompt_echo=True)
 
 
@@ -1008,6 +1019,14 @@ def _imap_connect(account_id: str | None = None, owner: str = "",
     # `timeout` is overridable so short-lived callers (e.g. the service-health
     # probe) can impose a tighter budget than the default IMAP timeout.
     cfg = _get_email_config(account_id, owner=owner)
+    # Send-only (SMTP-only) account: no IMAP host means there is no inbox to
+    # read. Bail out with a clear, typed error instead of handing an empty
+    # host to imaplib — IMAP4("", 993) silently dials localhost:993 and fails
+    # with a confusing "[Errno 111] Connection refused" on every inbox poll.
+    if not cfg.get("imap_host"):
+        raise EmailNotConfiguredError(
+            f"IMAP is not configured for account {cfg.get('account_name') or 'default'!r}"
+        )
     # Connection mode:
     #   STARTTLS on → plain + upgrade
     #   STARTTLS off + port 993 → implicit SSL (IMAPS)

routes/email_pollers.py

@@ -44,6 +44,17 @@ from routes.email_helpers import (
 
 logger = logging.getLogger(__name__)
 
+# Recovers a `[{"action": ...}, ...]` JSON array from raw LLM output when the
+# fenced-block strip leaves nothing usable. Runs on model output influenced by
+# untrusted email bodies, so it must not backtrack: the object content class is
+# `[^{}]` (brace-delimited, greedy) rather than the old `[^[\]]*?` lazy runs,
+# which exploded exponentially on inputs like `[{"action"},{` + `}},{{` * N
+# (CodeQL py/redos #198).
+_CAL_ACTION_ARRAY_RE = re.compile(
+    r'\[\s*\{[^{}]*"action"[^{}]*\}\s*(?:,\s*\{[^{}]*\}\s*)*\]',
+    re.DOTALL,
+)
+
 
 def _extract_json_array_from_text(text: str):
     """Return the last valid JSON array embedded in model output, if any."""
@@ -603,7 +614,7 @@ async def _auto_summarize_pass_single(days_back: int = 1, account_id: str | None
                         cal_extract = _strip_think(_raw_original)
                         cal_extract = re.sub(r"^```(?:json)?\s*|\s*```$", "", cal_extract, flags=re.MULTILINE).strip()
                         if not cal_extract and _raw_original:
-                            matches = list(re.finditer(r'\[\s*\{[^[\]]*?"action"[^[\]]*?\}\s*(?:,\s*\{[^[\]]*?\}\s*)*\]', _raw_original, re.DOTALL))
+                            matches = list(_CAL_ACTION_ARRAY_RE.finditer(_raw_original))
                             if matches:
                                 cal_extract = matches[-1].group()
                         logger.info(f"[cal-extract] uid={uid.decode() if isinstance(uid, bytes) else uid} folder={_folder} subj={subject[:50]!r} raw_len={len(cal_extract)} orig_len={len(_raw_original)} raw={cal_extract[:800]!r}")
@@ -735,23 +746,30 @@ async def _auto_summarize_pass_single(days_back: int = 1, account_id: str | None
                             logger.warning(f"[cal-extract] no JSON array found on raw={cal_extract[:200]!r}")
                     except Exception as e:
                         logger.warning(f"[cal-extract] Meeting extraction LLM call failed for uid={uid}: {e}")
-                    # Record successfully parsed results so we don't re-LLM
-                    # no-op emails. If the model returned no parseable JSON,
-                    # leave it uncached so a future run can retry.
-                    try:
-                        if _cal_parse_ok:
-                            _cc = _sql3.connect(SCHEDULED_DB)
-                            _cc.execute(
-                                "INSERT OR REPLACE INTO email_calendar_extractions "
-                                "(message_id, owner, uid, event_uids, events_created, created_at) VALUES (?, ?, ?, ?, ?, ?)",
-                                (message_id, account_owner or "", uid.decode() if isinstance(uid, bytes) else str(uid),
-                                 json.dumps(_cal_event_uids), _cal_run_count, datetime.utcnow().isoformat())
-                            )
-                            _cc.commit()
-                            _cc.close()
-                            _cal_existing.add(message_id)
-                    except Exception as ce:
-                        logger.debug(f"Could not cache calendar extraction: {ce}")
+                    else:
+                        # Record successfully parsed results so we don't re-LLM
+                        # no-op emails. Transient LLM failures are retried on
+                        # the next poll run.
+                        try:
+                            if _cal_parse_ok:
+                                _cc = _sql3.connect(SCHEDULED_DB)
+                                _cc.execute(
+                                    "INSERT OR REPLACE INTO email_calendar_extractions "
+                                    "(message_id, owner, uid, event_uids, events_created, created_at) VALUES (?, ?, ?, ?, ?, ?)",
+                                    (
+                                        message_id,
+                                        account_owner or "",
+                                        uid.decode() if isinstance(uid, bytes) else str(uid),
+                                        json.dumps(_cal_event_uids),
+                                        _cal_run_count,
+                                        datetime.utcnow().isoformat(),
+                                    ),
+                                )
+                                _cc.commit()
+                                _cc.close()
+                                _cal_existing.add(message_id)
+                        except Exception as ce:
+                            logger.debug(f"Could not cache calendar extraction: {ce}")
 
                 if need_urgent:
                     try:

routes/email_routes.py

@@ -46,6 +46,7 @@ from routes.email_helpers import (
     _send_smtp_message, _smtp_security_mode,
     _IMAP_TIMEOUT_SECONDS, _open_imap_connection,
     make_oauth_state, verify_oauth_state,
+    EmailNotConfiguredError,
     _imap_connect, _imap, _decode_header, _detect_sent_folder, _detect_drafts_folder,
     _extract_attachment_text, _list_attachments_from_msg, _has_visible_attachments, _is_likely_signature_image_attachment,
     _extract_attachment_to_disk, _extract_html, _extract_text,
@@ -64,6 +65,21 @@ ODYSSEUS_MAIL_ORIGIN = "odysseus-ui"
 EMAIL_READ_ATTACHMENT_VERSION = 2
 
 
+def _coerce_port(value, default):
+    """Coerce a user-supplied port to int.
+
+    Returns ``(port, error)``. A missing or blank value yields ``default``; a
+    non-numeric value yields ``(None, message)`` so callers can return a clean
+    error instead of letting ``int()`` raise and surface as an HTTP 500.
+    """
+    if value in (None, ""):
+        return default, None
+    try:
+        return int(value), None
+    except (TypeError, ValueError):
+        return None, f"Invalid port {value!r}; must be a whole number"
+
+
 def _email_tag_owner_aliases(account_id: str | None, owner: str = "") -> list[str]:
     aliases = [owner or ""]
     try:
@@ -1757,6 +1773,11 @@ def setup_email_routes():
                     "updated_at": datetime.utcnow().isoformat() + "Z",
                 },
             }
+        except EmailNotConfiguredError:
+            # Send-only (SMTP-only) account: there is no inbox to read, so the
+            # poll returns an empty list instead of a per-minute error. SMTP
+            # send is unaffected.
+            return {"emails": [], "total": 0, "folder": folder, "offset": offset}
         except Exception as e:
             conn_ok = False
             logger.error(f"Failed to list emails: {e}")
@@ -4440,6 +4461,12 @@ def setup_email_routes():
         name = (data.get("name") or "").strip()
         if not name:
             return {"ok": False, "error": "name required"}
+        imap_port, port_err = _coerce_port(data.get("imap_port"), 993)
+        if port_err:
+            return {"ok": False, "error": port_err}
+        smtp_port, port_err = _coerce_port(data.get("smtp_port"), 465)
+        if port_err:
+            return {"ok": False, "error": port_err}
         db = SessionLocal()
         try:
             row = EmailAccount(
@@ -4448,13 +4475,13 @@ def setup_email_routes():
                 is_default=bool(data.get("is_default", False)),
                 enabled=bool(data.get("enabled", True)),
                 imap_host=(data.get("imap_host") or "").strip(),
-                imap_port=int(data.get("imap_port") or 993),
+                imap_port=imap_port,
                 imap_user=(data.get("imap_user") or "").strip(),
                 imap_password=_enc(data.get("imap_password") or ""),
                 imap_starttls=bool(data.get("imap_starttls", True)),
                 smtp_host=(data.get("smtp_host") or "").strip(),
-                smtp_port=int(data.get("smtp_port") or 465),
-                smtp_security=_smtp_security_mode({"smtp_security": data.get("smtp_security"), "smtp_port": data.get("smtp_port") or 465}),
+                smtp_port=smtp_port,
+                smtp_security=_smtp_security_mode({"smtp_security": data.get("smtp_security"), "smtp_port": smtp_port}),
                 smtp_user=(data.get("smtp_user") or "").strip(),
                 smtp_password=_enc(data.get("smtp_password") or ""),
                 from_address=(data.get("from_address") or "").strip(),
@@ -4498,7 +4525,10 @@ def setup_email_routes():
                     setattr(row, key, (data[key] or "").strip())
             for key in ("imap_port", "smtp_port"):
                 if data.get(key) not in (None, ""):
-                    setattr(row, key, int(data[key]))
+                    port, port_err = _coerce_port(data.get(key), None)
+                    if port_err:
+                        return {"ok": False, "error": port_err}
+                    setattr(row, key, port)
             if "smtp_security" in data:
                 row.smtp_security = _smtp_security_mode({"smtp_security": data.get("smtp_security"), "smtp_port": data.get("smtp_port") or row.smtp_port})
             for key in ("imap_starttls", "enabled"):
@@ -4602,12 +4632,14 @@ def setup_email_routes():
         smtp_result = None
 
         imap_host = (body.get("imap_host") or "").strip()
-        imap_port = int(body.get("imap_port") or 993)
+        imap_port, imap_port_err = _coerce_port(body.get("imap_port"), 993)
         imap_user = (body.get("imap_user") or "").strip()
         imap_pass = body.get("imap_password") or ""
         imap_starttls = bool(body.get("imap_starttls"))
 
-        if not (imap_host and imap_user and imap_pass):
+        if imap_port_err:
+            imap_result = {"ok": False, "error": imap_port_err}
+        elif not (imap_host and imap_user and imap_pass):
             imap_result = {"ok": False, "error": "Need IMAP host, username, and password"}
         else:
             # Connection mode resolution:
@@ -4634,8 +4666,10 @@ def setup_email_routes():
                 imap_result = {"ok": False, "error": _friendly_email_auth_error("IMAP", imap_host, e)}
 
         smtp_host = (body.get("smtp_host") or "").strip()
-        if smtp_host:
-            smtp_port = int(body.get("smtp_port") or 465)
+        smtp_port, smtp_port_err = _coerce_port(body.get("smtp_port"), 465)
+        if smtp_host and smtp_port_err:
+            smtp_result = {"ok": False, "error": smtp_port_err}
+        elif smtp_host:
             smtp_security = _smtp_security_mode({"smtp_security": body.get("smtp_security"), "smtp_port": smtp_port})
             smtp_user = (body.get("smtp_user") or imap_user).strip()
             smtp_pass = body.get("smtp_password") or imap_pass

routes/gallery/__init__.py

@@ -0,0 +1,6 @@
+"""Gallery route domain package (slice 2a, #4082/#4071).
+
+Contains gallery_routes.py and gallery_helpers.py, migrated from the flat
+routes/ directory. Backward-compat shims at routes/gallery_routes.py and
+routes/gallery_helpers.py re-export from here.
+"""

routes/gallery/gallery_helpers.py

@@ -0,0 +1,144 @@
+"""gallery_helpers.py — extracted helpers, models, and small utilities.
+
+Imported by gallery_routes.py."""
+
+"""Gallery routes — browsable library for photos and AI-generated images."""
+
+import logging
+from datetime import datetime
+from typing import Dict, Any, Optional
+
+from pydantic import BaseModel
+
+from core.database import GalleryImage
+from src.auth_helpers import _auth_disabled
+
+logger = logging.getLogger(__name__)
+
+
+# ---- Request schemas ----
+
+class GalleryPatch(BaseModel):
+    tags: Optional[str] = None
+    favorite: Optional[bool] = None
+    album_id: Optional[str] = None
+
+
+# ---- EXIF extraction ----
+
+def _extract_exif(content: bytes) -> dict:
+    """Extract EXIF metadata from image bytes. Returns dict of fields."""
+    result = {"width": None, "height": None}
+    try:
+        from PIL import Image
+        from io import BytesIO
+        img = Image.open(BytesIO(content))
+        # Read the raw EXIF before any transpose: exif_transpose strips the
+        # orientation tag and with it the parsed EXIF view.
+        exif = img._getexif() if hasattr(img, '_getexif') else None
+
+        # Record DISPLAY dimensions (EXIF-rotated), matching upload_handler.
+        # A phone photo with Orientation 6/8 is stored landscape but shown
+        # portrait, so the raw width/height swap the aspect ratio.
+        try:
+            from PIL import ImageOps
+            img = ImageOps.exif_transpose(img) or img
+        except Exception:
+            pass
+        result["width"] = img.width
+        result["height"] = img.height
+
+        if not exif:
+            return result
+
+        # EXIF tag IDs
+        # 271=Make, 272=Model, 306=DateTime, 36867=DateTimeOriginal
+        # 34853=GPSInfo
+        result["camera_make"] = str(exif.get(271, "")).strip() or None
+        result["camera_model"] = str(exif.get(272, "")).strip() or None
+
+        # Date taken
+        for tag_id in (36867, 36868, 306):  # DateTimeOriginal, DateTimeDigitized, DateTime
+            raw = exif.get(tag_id)
+            if raw:
+                try:
+                    result["taken_at"] = datetime.strptime(str(raw).strip(), "%Y:%m:%d %H:%M:%S")
+                    break
+                except (ValueError, TypeError):
+                    pass
+
+        # GPS
+        gps_info = exif.get(34853)
+        if gps_info and isinstance(gps_info, dict):
+            try:
+                def _to_deg(vals):
+                    d, m, s = [float(v) for v in vals]
+                    return d + m / 60 + s / 3600
+                if 2 in gps_info and 4 in gps_info:
+                    lat = _to_deg(gps_info[2])
+                    lng = _to_deg(gps_info[4])
+                    if gps_info.get(1) == 'S': lat = -lat
+                    if gps_info.get(3) == 'W': lng = -lng
+                    result["gps_lat"] = f"{lat:.6f}"
+                    result["gps_lng"] = f"{lng:.6f}"
+            except Exception:
+                pass
+    except Exception as e:
+        # User-visible failure (photo loses metadata): surface at WARNING
+        # and record on the result so the upload endpoint can pass it back.
+        logger.warning(f"EXIF extraction failed: {e}")
+        result["exif_error"] = str(e)
+    return result
+
+
+# ---- Helpers ----
+
+def _image_to_dict(img: GalleryImage, session_name: str = None) -> Dict[str, Any]:
+    return {
+        "id": img.id,
+        "filename": img.filename,
+        "url": f"/api/generated-image/{img.filename}",
+        "prompt": img.prompt,
+        "model": img.model,
+        "size": img.size,
+        "quality": img.quality,
+        "tags": img.tags or "",
+        "ai_tags": img.ai_tags or "",
+        "user_tags": img.tags or "",
+        "session_id": img.session_id,
+        "session_name": session_name,
+        "album_id": img.album_id,
+        "is_active": img.is_active,
+        "favorite": img.favorite or False,
+        "taken_at": img.taken_at.isoformat() if img.taken_at else None,
+        "camera": f"{img.camera_make or ''} {img.camera_model or ''}".strip() or None,
+        "gps": {"lat": img.gps_lat, "lng": img.gps_lng} if img.gps_lat else None,
+        "width": img.width,
+        "height": img.height,
+        "file_size": img.file_size,
+        "created_at": img.created_at.isoformat() if img.created_at else None,
+        "updated_at": img.updated_at.isoformat() if img.updated_at else None,
+    }
+
+
+def _owner_filter(q, user, model_cls=GalleryImage):
+    """Apply owner filtering to a gallery query.
+
+    ``get_current_user`` returns None both in auth-disabled single-user mode
+    and when auth is enabled but no current user was resolved. Preserve the
+    single-user behavior, but fail closed for auth-enabled null-user states.
+    """
+    if user is not None:
+        return q.filter(model_cls.owner == user)
+    if _auth_disabled():
+        return q
+    return q.filter(False)
+
+
+
+def _human_size(nbytes):
+    for unit in ['B', 'KB', 'MB', 'GB', 'TB']:
+        if abs(nbytes) < 1024:
+            return f"{nbytes:.1f} {unit}"
+        nbytes /= 1024
+    return f"{nbytes:.1f} PB"

routes/gallery_helpers.py

@@ -1,145 +1,14 @@
-"""gallery_helpers.py — extracted helpers, models, and small utilities.
+"""Backward-compat shim - canonical location is routes/gallery/gallery_helpers.py.
 
-Imported by gallery_routes.py."""
+This module is replaced in ``sys.modules`` by the canonical module object so
+that ``import routes.gallery_helpers``, ``from routes.gallery_helpers import X``,
+``importlib.import_module("routes.gallery_helpers")``, and
+``monkeypatch.setattr(routes.gallery_helpers, ...)`` all operate on the same
+object. Keeps existing import paths working after slice 2a (#4082/#4071).
+"""
 
-"""Gallery routes — browsable library for photos and AI-generated images."""
+import sys as _sys
 
-import logging
-from datetime import datetime
-from typing import Dict, Any, Optional
+from routes.gallery import gallery_helpers as _canonical  # noqa: F401
 
-from pydantic import BaseModel
-
-from core.database import GalleryImage
-from src.auth_helpers import _auth_disabled
-
-logger = logging.getLogger(__name__)
-
-
-# ---- Request schemas ----
-
-class GalleryPatch(BaseModel):
-    tags: Optional[str] = None
-    favorite: Optional[bool] = None
-    album_id: Optional[str] = None
-
-
-# ---- EXIF extraction ----
-
-def _extract_exif(content: bytes) -> dict:
-    """Extract EXIF metadata from image bytes. Returns dict of fields."""
-    result = {"width": None, "height": None}
-    try:
-        from PIL import Image
-        from io import BytesIO
-        img = Image.open(BytesIO(content))
-        # Read the raw EXIF before any transpose: exif_transpose strips the
-        # orientation tag and with it the parsed EXIF view.
-        exif = img._getexif() if hasattr(img, '_getexif') else None
-
-        # Record DISPLAY dimensions (EXIF-rotated), matching upload_handler.
-        # A phone photo with Orientation 6/8 is stored landscape but shown
-        # portrait, so the raw width/height swap the aspect ratio.
-        try:
-            from PIL import ImageOps
-            img = ImageOps.exif_transpose(img) or img
-        except Exception:
-            pass
-        result["width"] = img.width
-        result["height"] = img.height
-
-        if not exif:
-            return result
-
-        # EXIF tag IDs
-        # 271=Make, 272=Model, 306=DateTime, 36867=DateTimeOriginal
-        # 34853=GPSInfo
-        result["camera_make"] = str(exif.get(271, "")).strip() or None
-        result["camera_model"] = str(exif.get(272, "")).strip() or None
-
-        # Date taken
-        for tag_id in (36867, 36868, 306):  # DateTimeOriginal, DateTimeDigitized, DateTime
-            raw = exif.get(tag_id)
-            if raw:
-                try:
-                    result["taken_at"] = datetime.strptime(str(raw).strip(), "%Y:%m:%d %H:%M:%S")
-                    break
-                except (ValueError, TypeError):
-                    pass
-
-        # GPS
-        gps_info = exif.get(34853)
-        if gps_info and isinstance(gps_info, dict):
-            try:
-                def _to_deg(vals):
-                    d, m, s = [float(v) for v in vals]
-                    return d + m / 60 + s / 3600
-                if 2 in gps_info and 4 in gps_info:
-                    lat = _to_deg(gps_info[2])
-                    lng = _to_deg(gps_info[4])
-                    if gps_info.get(1) == 'S': lat = -lat
-                    if gps_info.get(3) == 'W': lng = -lng
-                    result["gps_lat"] = f"{lat:.6f}"
-                    result["gps_lng"] = f"{lng:.6f}"
-            except Exception:
-                pass
-    except Exception as e:
-        # User-visible failure (photo loses metadata): surface at WARNING
-        # and record on the result so the upload endpoint can pass it back.
-        logger.warning(f"EXIF extraction failed: {e}")
-        result["exif_error"] = str(e)
-    return result
-
-
-# ---- Helpers ----
-
-def _image_to_dict(img: GalleryImage, session_name: str = None) -> Dict[str, Any]:
-    return {
-        "id": img.id,
-        "filename": img.filename,
-        "url": f"/api/generated-image/{img.filename}",
-        "prompt": img.prompt,
-        "caption": img.caption or "",
-        "model": img.model,
-        "size": img.size,
-        "quality": img.quality,
-        "tags": img.tags or "",
-        "ai_tags": img.ai_tags or "",
-        "user_tags": img.tags or "",
-        "session_id": img.session_id,
-        "session_name": session_name,
-        "album_id": img.album_id,
-        "is_active": img.is_active,
-        "favorite": img.favorite or False,
-        "taken_at": img.taken_at.isoformat() if img.taken_at else None,
-        "camera": f"{img.camera_make or ''} {img.camera_model or ''}".strip() or None,
-        "gps": {"lat": img.gps_lat, "lng": img.gps_lng} if img.gps_lat else None,
-        "width": img.width,
-        "height": img.height,
-        "file_size": img.file_size,
-        "created_at": img.created_at.isoformat() if img.created_at else None,
-        "updated_at": img.updated_at.isoformat() if img.updated_at else None,
-    }
-
-
-def _owner_filter(q, user, model_cls=GalleryImage):
-    """Apply owner filtering to a gallery query.
-
-    ``get_current_user`` returns None both in auth-disabled single-user mode
-    and when auth is enabled but no current user was resolved. Preserve the
-    single-user behavior, but fail closed for auth-enabled null-user states.
-    """
-    if user is not None:
-        return q.filter(model_cls.owner == user)
-    if _auth_disabled():
-        return q
-    return q.filter(False)
-
-
-
-def _human_size(nbytes):
-    for unit in ['B', 'KB', 'MB', 'GB', 'TB']:
-        if abs(nbytes) < 1024:
-            return f"{nbytes:.1f} {unit}"
-        nbytes /= 1024
-    return f"{nbytes:.1f} PB"
+_sys.modules[__name__] = _canonical

routes/model_routes.py

@@ -17,6 +17,7 @@ from fastapi import APIRouter, HTTPException, Form, Query, Body, Request, Respon
 from pydantic import BaseModel
 from fastapi.responses import StreamingResponse
 from core.database import SessionLocal, ModelEndpoint, Session as DbSession
+from core.log_safety import redact_url as _redact_url_for_log
 from core.middleware import require_admin
 from src.constants import COOKBOOK_STATE_FILE
 from src.llm_core import _detect_provider, _host_match, ANTHROPIC_MODELS
@@ -606,6 +607,10 @@ _NON_CHAT_EXACT_PREFIXES = (
 
 def _is_chat_model(model_id: str) -> bool:
     """Return True if the model ID looks like a chat/completions-capable model."""
+    if not isinstance(model_id, str):
+        # Non-compliant upstreams can return non-string IDs (e.g. int/None);
+        # treat them as chat-capable rather than crashing on .lower().
+        return True
     mid = model_id.lower()
     for prefix in _NON_CHAT_PREFIXES:
         if mid.startswith(prefix):
@@ -666,18 +671,6 @@ def _safe_build_headers(api_key: Optional[str], base_url: str) -> dict:
         return {"Authorization": f"Bearer {api_key}"} if api_key else {}
 
 
-def _redact_url_for_log(url: str) -> str:
-    """Return a URL safe for logs by removing userinfo and query/fragment."""
-    try:
-        parsed = urlparse(url or "")
-        host = parsed.hostname or ""
-        if parsed.port:
-            host = f"{host}:{parsed.port}"
-        return urlunparse((parsed.scheme, host, parsed.path, "", "", ""))
-    except Exception:
-        return "<endpoint>"
-
-
 def _is_discovery_only_provider(provider: str) -> bool:
     return provider == "chatgpt-subscription"
 
@@ -821,6 +814,41 @@ def _is_loading_model_response(resp: Any) -> bool:
 
 
 
+def _openai_model_ids(data: Any) -> List[str]:
+    """Extract OpenAI-style model IDs.
+
+    Accepts both standard ``{"data": [{"id": ...}]}`` responses and bare
+    ``[{"id": ...}]`` lists returned by some OpenAI-compatible providers.
+    Tolerates non-dict/non-list bodies and non-string IDs, returning only
+    non-empty string IDs.
+    """
+    if isinstance(data, list):
+        items = data
+    elif isinstance(data, dict):
+        items = data.get("data")
+    else:
+        items = None
+    return [m["id"] for m in (items or [])
+            if isinstance(m, dict) and isinstance(m.get("id"), str) and m["id"]]
+
+
+def _ollama_model_names(data: Any) -> List[str]:
+    """Extract native-Ollama model names (``{"models": [{"name"|"model": ...}]}``).
+
+    Same tolerance as :func:`_openai_model_ids`: a non-dict body or non-string
+    value is skipped rather than crashing, preserving name-then-model precedence.
+    """
+    items = data.get("models") if isinstance(data, dict) else None
+    out: List[str] = []
+    for m in (items or []):
+        if not isinstance(m, dict):
+            continue
+        v = m.get("name") or m.get("model")
+        if isinstance(v, str) and v:
+            out.append(v)
+    return out
+
+
 def _probe_endpoint(base_url: str, api_key: str = None, timeout: int = 5) -> List[str]:
     """Probe a base URL's /models endpoint and return list of model IDs.
     For Anthropic, queries their /v1/models API, falling back to hardcoded list."""
@@ -843,7 +871,7 @@ def _probe_endpoint(base_url: str, api_key: str = None, timeout: int = 5) -> Lis
             r = httpx.get(url, headers=headers, timeout=timeout, verify=llm_verify())
             r.raise_for_status()
             data = r.json()
-            models = [m.get("id") for m in (data.get("data") or []) if m.get("id")]
+            models = _openai_model_ids(data)
             if models:
                 return models
         except httpx.HTTPStatusError as e:
@@ -865,10 +893,10 @@ def _probe_endpoint(base_url: str, api_key: str = None, timeout: int = 5) -> Lis
         r.raise_for_status()
         data = r.json()
         # OpenAI format: {"data": [{"id": "model-name"}]}
-        models = [m.get("id") for m in (data.get("data") or []) if m.get("id")]
+        models = _openai_model_ids(data)
         # Ollama format: {"models": [{"name": "model-name"}]}
         if not models:
-            models = [m.get("name") or m.get("model") for m in (data.get("models") or []) if m.get("name") or m.get("model")]
+            models = _ollama_model_names(data)
         if models:
             # Z.AI coding plan omits some working models from /models;
             # append curated-only entries for that endpoint only.
@@ -894,9 +922,9 @@ def _probe_endpoint(base_url: str, api_key: str = None, timeout: int = 5) -> Lis
         logger.warning("Failed to probe %s: %s", _redact_url_for_log(url), e)
     except Exception as e:
         if api_key:
-            logger.warning(f"Failed to probe {url} with API key: {e}")
+            logger.warning("Failed to probe %s with API key: %s", _redact_url_for_log(url), e)
             return []
-        logger.warning(f"Failed to probe {url}: {e}")
+        logger.warning("Failed to probe %s: %s", _redact_url_for_log(url), e)
 
     # Older Ollama builds and some proxies expose native /api/tags even when
     # the OpenAI-compatible /v1/models path is unavailable.
@@ -907,7 +935,7 @@ def _probe_endpoint(base_url: str, api_key: str = None, timeout: int = 5) -> Lis
             r = httpx.get(root + "/api/tags", timeout=timeout, verify=llm_verify())
             r.raise_for_status()
             data = r.json()
-            models = [m.get("name") or m.get("model") for m in (data.get("models") or []) if m.get("name") or m.get("model")]
+            models = _ollama_model_names(data)
             if models:
                 return [m for m in models if _is_chat_model(m)]
     except Exception as e:
@@ -2169,6 +2197,16 @@ def setup_model_routes(model_discovery):
             ep_id = (_user_prefs.get("default_endpoint_id") or "").strip()
             model = (_user_prefs.get("default_model") or "").strip()
             _fallbacks = _user_prefs.get("default_model_fallbacks") or []
+            # If user has no personal default, fall back to global default
+            # But only based on the "share_defaults_with_users" flag
+            # (only if share_defaults_with_users is enabled)
+            if settings.get("share_defaults_with_users", False):
+                if not ep_id:
+                    ep_id = settings.get("default_endpoint_id", "")
+                if not model:
+                    model = settings.get("default_model", "")
+                if not _fallbacks:
+                    _fallbacks = settings.get("default_model_fallbacks") or []
         else:
             ep_id = settings.get("default_endpoint_id", "")
             model = settings.get("default_model", "")

routes/note_routes.py

@@ -335,10 +335,11 @@ async def dispatch_reminder(
             # Loud diagnostic so we can see WHY a reminder didn't send (the
             # previous "silently no-op when cfg has no smtp_host" was invisible).
             logger.info(
-                f"dispatch_reminder[email] note_id={note_id} owner={owner!r} "
-                f"smtp_host={cfg.get('smtp_host')!r} smtp_user={cfg.get('smtp_user')!r} "
-                f"from={from_addr!r} recipient={recipient!r} "
-                f"account_name={cfg.get('account_name')!r}"
+                "dispatch_reminder[email] note_id=%s owner=%r "
+                "has_smtp_host=%s has_smtp_user=%s has_from=%s has_recipient=%s",
+                note_id, owner,
+                bool(cfg.get("smtp_host")), bool(cfg.get("smtp_user")),
+                bool(from_addr), bool(recipient),
             )
             missing = []
             if not cfg.get("smtp_host"):

routes/preset_routes.py

@@ -1,5 +1,6 @@
 """Preset routes — /api/presets GET, /api/presets/custom POST, user templates CRUD."""
 
+import asyncio
 import logging
 import uuid
 from typing import Dict, Any, List
@@ -102,7 +103,7 @@ def setup_preset_routes(preset_manager) -> APIRouter:
         try:
             model_spec = data.get("model") or ""
             user = effective_user(request)
-            url, model, headers = _resolve_model(model_spec, owner=user)
+            url, model, headers = await asyncio.to_thread(_resolve_model, model_spec, owner=user)
             result = await llm_call_async(url, model, messages, temperature=0.8, max_tokens=500, headers=headers)
             return {"success": True, "prompt": result.strip()}
         except Exception as e:

routes/research/__init__.py

@@ -0,0 +1,5 @@
+"""Research route domain package (slice 2b, #4082/#4071).
+
+Contains research_routes.py, migrated from the flat routes/ directory.
+Backward-compat shim at routes/research_routes.py re-exports from here.
+"""

routes/research/research_routes.py

@@ -0,0 +1,678 @@
+"""Research background task routes — /api/research/*."""
+
+import asyncio
+import json
+import logging
+import re
+import uuid
+from datetime import datetime
+from pathlib import Path
+from typing import Optional
+
+from fastapi import APIRouter, HTTPException, Query, Request
+from fastapi.responses import HTMLResponse, StreamingResponse
+from pydantic import BaseModel, Field
+from core.middleware import INTERNAL_TOOL_USER
+from src.endpoint_resolver import resolve_endpoint
+from src.auth_helpers import _auth_disabled, get_current_user
+from core.auth import RESERVED_USERNAMES
+from src.constants import DEEP_RESEARCH_DIR
+
+_SESSION_ID_RE = re.compile(r"^[a-zA-Z0-9-]{1,128}$")
+
+logger = logging.getLogger(__name__)
+
+# Model-name substrings that are NOT chat/generation models — research must
+# never pick these as its model. An OpenAI-style endpoint often lists
+# `text-embedding-ada-002` etc. first in its model list, which is why research
+# was failing with "Cannot reach model 'text-embedding-ada-002'".
+_NON_CHAT_MODEL = (
+    "text-embedding", "embedding", "tts-", "whisper", "dall-e",
+    "moderation", "rerank", "reranker", "clip", "stable-diffusion",
+)
+
+
+def _first_chat_model(models) -> str:
+    """First model that isn't an embedding/tts/etc. — falls back to models[0]."""
+    for m in (models or []):
+        if not any(p in str(m).lower() for p in _NON_CHAT_MODEL):
+            return m
+    return (models[0] if models else "")
+
+
+def _resolve_research_endpoint(sess, owner: Optional[str] = None) -> tuple:
+    """Return (endpoint_url, model, headers) for Deep Research, checking admin overrides."""
+    owner = owner or getattr(sess, "owner", None) or None
+    url, model, headers = resolve_endpoint(
+        "research",
+        fallback_url=sess.endpoint_url,
+        fallback_model=sess.model,
+        fallback_headers=sess.headers,
+        owner=owner,
+    )
+    return url, model, headers
+
+
+def _owned_enabled_endpoint(db, owner, endpoint_id=None):
+    """An enabled ModelEndpoint VISIBLE to `owner` (their own rows + legacy
+    null-owner "shared" rows), optionally narrowed to a specific endpoint_id;
+    None if nothing visible matches.
+
+    Owner-scoped on purpose. ModelEndpoint is per-user (core/database.py: non-null
+    owner = private, "the model picker only shows the endpoint to that user") and
+    holds a decrypted `api_key`. /api/research/start feeds the resolved row's
+    api_key + base_url into research_handler.start_research(llm_endpoint=,
+    llm_headers=), so an UNSCOPED lookup — by the caller-supplied endpoint_id, or
+    via the bare first-enabled fallback — would let a research-privileged user
+    spend ANOTHER user's API key/quota and reach whatever internal base_url they
+    configured. Mirrors webhook_routes._first_enabled_endpoint and
+    session_routes._owned_endpoint. A null/empty owner is a no-op (single-user /
+    legacy mode).
+    """
+    from src.database import ModelEndpoint
+    from src.auth_helpers import owner_filter
+    q = db.query(ModelEndpoint).filter(ModelEndpoint.is_enabled == True)  # noqa: E712
+    if endpoint_id:
+        q = q.filter(ModelEndpoint.id == endpoint_id)
+    return owner_filter(q, ModelEndpoint, owner).first()
+
+
+def _resolve_endpoint_runtime(ep, owner=None, model: Optional[str] = None):
+    """Resolve a ModelEndpoint row into (chat_url, model, headers).
+
+    Mirrors endpoint_resolver.resolve_endpoint's provider-auth handling for
+    panel-selected research endpoints. ChatGPT Subscription endpoints keep
+    OAuth tokens in ProviderAuthSession, so ep.api_key is intentionally empty.
+    """
+    from src.endpoint_resolver import (
+        build_chat_url,
+        build_headers,
+        resolve_endpoint_runtime as resolve_model_endpoint_runtime,
+    )
+
+    try:
+        base, api_key = resolve_model_endpoint_runtime(ep, owner=owner)
+    except Exception as e:
+        logger.warning("Could not resolve endpoint credentials for research: %s", e)
+        return None
+
+    ep_model = (model or "").strip()
+    if not ep_model:
+        try:
+            models = json.loads(ep.cached_models) if ep.cached_models else []
+            if models:
+                ep_model = _first_chat_model(models)
+        except Exception:
+            pass
+    if not ep_model:
+        return None
+    return build_chat_url(base), ep_model, build_headers(api_key, base)
+
+
+def setup_research_routes(research_handler, session_manager=None) -> APIRouter:
+    router = APIRouter(tags=["research"])
+
+    def _require_user(request: Request) -> str:
+        """All research endpoints require an authenticated user. Research
+        data isn't owner-scoped in the on-disk JSON yet, so we at least
+        block anonymous access. Multi-tenant deploys should additionally
+        verify the session belongs to this user."""
+        user = get_current_user(request)
+        if not user:
+            if _auth_disabled():
+                return ""
+            raise HTTPException(401, "Not authenticated")
+        return user
+
+    def _validate_session_id(session_id: str) -> None:
+        if not _SESSION_ID_RE.fullmatch(session_id):
+            raise HTTPException(400, "Invalid session ID format")
+
+    def _owns_in_memory(session_id: str, user: str) -> bool:
+        """Ownership check for an in-flight (in-memory) research task.
+        Falls back to the on-disk JSON if the task has already finished."""
+        entry = research_handler._active_tasks.get(session_id)
+        if entry is not None:
+            return entry.get("owner", "") == user
+        # Task no longer in memory — check the persisted JSON.
+        path = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
+        if not path.exists():
+            return False
+        try:
+            return json.loads(path.read_text(encoding="utf-8")).get("owner") == user
+        except Exception:
+            return False
+
+    @router.get("/api/research/active")
+    async def research_active(request: Request):
+        """List all currently active (running) research tasks."""
+        user = _require_user(request)
+        active = []
+        for sid, entry in research_handler._active_tasks.items():
+            # SECURITY: only show this user's running tasks.
+            if entry.get("owner", "") != user:
+                continue
+            if entry.get("status") == "running":
+                active.append({
+                    "session_id": sid,
+                    "query": entry.get("query", ""),
+                    "status": "running",
+                    "progress": entry.get("progress", {}),
+                    "started_at": entry.get("started_at", 0),
+                })
+        return {"active": active}
+
+    @router.get("/api/research/status/{session_id}")
+    async def research_status(session_id: str, request: Request):
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        if not _owns_in_memory(session_id, user):
+            raise HTTPException(404, "No research found for this session")
+        status = research_handler.get_status(session_id)
+        if status is None:
+            raise HTTPException(404, "No research found for this session")
+        return status
+
+    @router.post("/api/research/cancel/{session_id}")
+    async def research_cancel(session_id: str, request: Request):
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        if not _owns_in_memory(session_id, user):
+            raise HTTPException(404, "No research found for this session")
+        cancelled = research_handler.cancel_research(session_id)
+        return {"cancelled": cancelled}
+
+    @router.post("/api/research/result/{session_id}")
+    async def research_result(session_id: str, request: Request):
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        if not _owns_in_memory(session_id, user):
+            raise HTTPException(404, "No research result available")
+        result = research_handler.get_result(session_id)
+        if result is None:
+            raise HTTPException(404, "No research result available")
+        sources = research_handler.get_sources(session_id) or []
+        raw_findings = research_handler.get_raw_findings(session_id) or []
+        research_handler.clear_result(session_id)
+        return {"result": result, "sources": sources, "raw_findings": raw_findings}
+
+    def _assert_owns_research(session_id: str, user: str) -> None:
+        """404-not-403 ownership gate for a research session's on-disk JSON.
+        Use BEFORE returning any data or mutating the file."""
+        path = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
+        if not path.exists():
+            raise HTTPException(404, "Research not found")
+        try:
+            owner = json.loads(path.read_text(encoding="utf-8")).get("owner")
+        except Exception:
+            raise HTTPException(404, "Research not found")
+        if owner != user:
+            raise HTTPException(404, "Research not found")
+
+    @router.get("/api/research/report/{session_id}")
+    async def research_report(session_id: str, request: Request):
+        """Serve the visual HTML report for a completed research session."""
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        _assert_owns_research(session_id, user)
+        logger.info(f"Visual report requested for session {session_id}")
+        try:
+            html_content = research_handler.get_report_html(session_id)
+        except Exception as e:
+            logger.error(f"Visual report generation error: {e}", exc_info=True)
+            raise HTTPException(500, f"Report generation failed: {e}")
+        if html_content is None:
+            logger.warning(f"No report data found for session {session_id}")
+            raise HTTPException(404, "No visual report available for this session")
+        return HTMLResponse(content=html_content)
+
+    class HideImageRequest(BaseModel):
+        url: str
+
+    @router.post("/api/research/{session_id}/hide-image")
+    async def research_hide_image(session_id: str, body: HideImageRequest, request: Request):
+        """Mark an image URL as hidden for this research's visual report.
+        Persisted to the research JSON so subsequent /report renders skip it."""
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        _assert_owns_research(session_id, user)
+        ok = research_handler.hide_image(session_id, body.url)
+        if not ok:
+            raise HTTPException(404, "Research not found")
+        return {"ok": True}
+
+    @router.post("/api/research/{session_id}/unhide-images")
+    async def research_unhide_images(session_id: str, request: Request):
+        """Clear the hidden-images list for a research session."""
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        _assert_owns_research(session_id, user)
+        ok = research_handler.unhide_all_images(session_id)
+        if not ok:
+            raise HTTPException(404, "Research not found")
+        return {"ok": True}
+
+    @router.get("/api/research/library")
+    async def research_library(
+        request: Request,
+        search: Optional[str] = Query(None),
+        sort: str = Query("recent"),
+        limit: int = Query(50),
+        archived: bool = Query(False),
+    ):
+        user = _require_user(request)
+        """List all completed research for the Library panel."""
+        data_dir = Path(DEEP_RESEARCH_DIR)
+        items = []
+        for p in data_dir.glob("*.json"):
+            try:
+                d = json.loads(p.read_text(encoding="utf-8"))
+                # SECURITY: only show research belonging to this user. Legacy
+                # JSONs without an `owner` field are hidden — auth was the only
+                # gate before, so every user saw every other user's reports.
+                if d.get("owner") != user:
+                    continue
+                # Archived view shows ONLY archived reports; default hides them.
+                if bool(d.get("archived")) != archived:
+                    continue
+                query = d.get("query", "")
+                if search and search.lower() not in query.lower():
+                    continue
+                sources = d.get("sources", [])
+                items.append({
+                    "id": p.stem,
+                    "query": query,
+                    "category": d.get("category") or "",
+                    "source_count": len(sources),
+                    "status": d.get("status", "done"),
+                    "duration": d.get("stats", {}).get("Duration", ""),
+                    "rounds": d.get("stats", {}).get("Rounds", ""),
+                    "started_at": d.get("started_at", 0),
+                    "completed_at": d.get("completed_at", 0),
+                    "archived": bool(d.get("archived")),
+                })
+            except Exception:
+                continue
+
+        # Sort
+        if sort == "recent":
+            items.sort(key=lambda x: x["completed_at"] or 0, reverse=True)
+        elif sort == "oldest":
+            items.sort(key=lambda x: x["completed_at"] or 0)
+        elif sort == "most-messages":
+            items.sort(key=lambda x: x["source_count"], reverse=True)
+        elif sort == "alpha":
+            items.sort(key=lambda x: x["query"].lower())
+
+        return {"research": items[:limit], "total": len(items)}
+
+    @router.get("/api/research/detail/{session_id}")
+    async def research_detail(session_id: str, request: Request):
+        """Return the full JSON for a single research result — sources,
+        summary, stats — used by the Library preview panel."""
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        path = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
+        if not path.exists():
+            raise HTTPException(404, "Research not found")
+        try:
+            data = json.loads(path.read_text(encoding="utf-8"))
+        except Exception as e:
+            raise HTTPException(500, f"Failed to read research: {e}")
+        # SECURITY: 404 (not 403) so we don't leak that the report exists.
+        if data.get("owner") != user:
+            raise HTTPException(404, "Research not found")
+        return data
+
+    @router.post("/api/research/{session_id}/archive")
+    async def research_archive(session_id: str, request: Request, archived: bool = Query(True)):
+        """Soft-archive / restore a research report (sets `archived` in its JSON)."""
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        path = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
+        if not path.exists():
+            raise HTTPException(404, "Research not found")
+        try:
+            data = json.loads(path.read_text(encoding="utf-8"))
+            if data.get("owner") != user:
+                raise HTTPException(404, "Research not found")
+            data["archived"] = bool(archived)
+            path.write_text(json.dumps(data), encoding="utf-8")
+        except HTTPException:
+            raise
+        except Exception as e:
+            raise HTTPException(500, f"Failed to update research: {e}")
+        return {"ok": True, "id": session_id, "archived": bool(archived)}
+
+    @router.delete("/api/research/{session_id}")
+    async def research_delete(session_id: str, request: Request):
+        """Delete a research result from disk."""
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        data_dir = Path(DEEP_RESEARCH_DIR)
+        json_path = data_dir / f"{session_id}.json"
+        deleted = False
+        if json_path.exists():
+            # SECURITY: verify ownership before letting the caller delete it.
+            try:
+                data = json.loads(json_path.read_text(encoding="utf-8"))
+                if data.get("owner") != user:
+                    raise HTTPException(404, "Research not found")
+            except HTTPException:
+                raise
+            except Exception:
+                raise HTTPException(404, "Research not found")
+            json_path.unlink()
+            deleted = True
+        return {"deleted": deleted}
+
+    # ------------------------------------------------------------------
+    # Panel endpoints — launch research without a chat session
+    # ------------------------------------------------------------------
+
+    class ResearchStartRequest(BaseModel):
+        query: str
+        # max_rounds=0 means "Auto" — let the AI decide when to stop, capped at 20.
+        max_rounds: int = Field(default=0, ge=0, le=20)
+        search_provider: Optional[str] = None
+        endpoint_id: Optional[str] = None
+        model: Optional[str] = None
+        max_time: int = Field(default=300, ge=60, le=1800)
+        extraction_timeout: Optional[int] = Field(default=None, ge=15, le=3600)
+        extraction_concurrency: Optional[int] = Field(default=None, ge=1, le=12)
+        category: Optional[str] = None
+
+    @router.post("/api/research/start")
+    async def research_start(body: ResearchStartRequest, request: Request):
+        """Launch a research job from the dedicated panel."""
+        from src.auth_helpers import require_privilege
+        user = require_privilege(request, "can_use_research")
+        if user == INTERNAL_TOOL_USER:
+            tool_owner = (request.headers.get("X-Odysseus-Owner") or "").strip()
+            if tool_owner and tool_owner not in RESERVED_USERNAMES:
+                auth_mgr = getattr(request.app.state, "auth_manager", None)
+                if auth_mgr is not None and getattr(auth_mgr, "is_configured", False):
+                    try:
+                        privs = auth_mgr.get_privileges(tool_owner) or {}
+                        if not privs.get("can_use_research", True):
+                            raise HTTPException(403, f"Your account is not allowed to can use research.")
+                    except HTTPException:
+                        raise
+                    except Exception:
+                        pass
+                user = tool_owner
+        session_id = f"rp-{uuid.uuid4().hex[:12]}"
+
+        if body.endpoint_id:
+            from src.database import SessionLocal
+            db = SessionLocal()
+            try:
+                # Owner-scoped: never resolve another user's private endpoint
+                # (and its decrypted api_key / internal base_url). A scoped miss
+                # reads as 404 so the endpoint's existence isn't revealed.
+                ep = _owned_enabled_endpoint(db, user, body.endpoint_id)
+                if not ep:
+                    raise HTTPException(404, "Endpoint not found or disabled")
+                resolved = _resolve_endpoint_runtime(ep, owner=user, model=body.model)
+                if not resolved:
+                    raise HTTPException(400, "Endpoint is not configured with a usable model.")
+                ep_url, ep_model, ep_headers = resolved
+            finally:
+                db.close()
+        else:
+            ep_url, ep_model, ep_headers = resolve_endpoint("research", owner=user)
+            if not ep_url:
+                ep_url, ep_model, ep_headers = resolve_endpoint("utility", owner=user)
+            # When neither research nor utility is configured, use the user's
+            # configured DEFAULT model (default_endpoint_id/default_model) rather
+            # than arbitrarily grabbing the first enabled endpoint's first model
+            # (which surfaced gpt-3.5). "Default" should mean the default model.
+            if not ep_url:
+                ep_url, ep_model, ep_headers = resolve_endpoint("default", owner=user)
+            if not ep_url:
+                ep_url, ep_model, ep_headers = resolve_endpoint("chat", owner=user)
+            if not ep_url:
+                from src.database import SessionLocal
+                db = SessionLocal()
+                try:
+                    # Owner-scoped first-enabled fallback: the caller's own rows
+                    # + legacy null-owner shared rows only — never borrow another
+                    # user's private endpoint/api_key. Same fix as the
+                    # /api/v1/chat fallback (webhook_routes._first_enabled_endpoint).
+                    ep = _owned_enabled_endpoint(db, user)
+                    if ep:
+                        resolved = _resolve_endpoint_runtime(ep, owner=user)
+                        if resolved:
+                            ep_url, ep_model, ep_headers = resolved
+                finally:
+                    db.close()
+            if not ep_url:
+                raise HTTPException(400, "No endpoints configured. Add one in Settings first.")
+            if body.model:
+                ep_model = body.model
+
+        # max_rounds=0 → "Auto", let AI decide; pass 20 as the safety cap.
+        effective_max_rounds = body.max_rounds if body.max_rounds > 0 else 20
+        research_handler.start_research(
+            session_id=session_id,
+            query=body.query,
+            llm_endpoint=ep_url,
+            llm_model=ep_model,
+            max_time=body.max_time,
+            llm_headers=ep_headers,
+            max_rounds=effective_max_rounds,
+            search_provider=body.search_provider or None,
+            category=body.category or None,
+            extraction_timeout=body.extraction_timeout,
+            extraction_concurrency=body.extraction_concurrency,
+            owner=user,
+        )
+        return {"session_id": session_id, "status": "running", "query": body.query}
+
+    @router.get("/api/research/stream/{session_id}")
+    async def research_stream(session_id: str, request: Request):
+        """SSE stream of research progress events."""
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        if not _owns_in_memory(session_id, user):
+            raise HTTPException(404, "No research found for this session")
+        async def _generate():
+            last_progress = None
+            while True:
+                status = research_handler.get_status(session_id)
+                if status is None:
+                    yield f"data: {json.dumps({'status': 'not_found'})}\n\n"
+                    return
+                st = status.get("status", "")
+                progress = status.get("progress", {})
+                if progress != last_progress:
+                    last_progress = progress
+                    yield f"data: {json.dumps({**progress, 'status': st})}\n\n"
+                if st != "running":
+                    final = {'status': st, 'final': True}
+                    task = research_handler._active_tasks.get(session_id, {})
+                    if st == "error" and task.get("result"):
+                        final['error'] = str(task["result"])[:500]
+                    yield f"data: {json.dumps(final)}\n\n"
+                    return
+                await asyncio.sleep(1.5)
+
+        return StreamingResponse(
+            _generate(),
+            media_type="text/event-stream",
+            headers={"Cache-Control": "no-cache", "X-Accel-Buffering": "no"},
+        )
+
+    @router.post("/api/research/result-peek/{session_id}")
+    async def research_result_peek(session_id: str, request: Request):
+        """Get research result without clearing it (for panel use)."""
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        if not _owns_in_memory(session_id, user):
+            raise HTTPException(404, "No research found for this session")
+        result = research_handler.get_result(session_id)
+        if result is None:
+            p = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
+            if p.exists():
+                d = json.loads(p.read_text(encoding="utf-8"))
+                return {
+                    "result": d.get("result", ""),
+                    "sources": d.get("sources", []),
+                    "raw_findings": d.get("raw_findings", []),
+                    "category": d.get("category") or "",
+                }
+            raise HTTPException(404, "No research result available")
+        sources = research_handler.get_sources(session_id) or []
+        raw_findings = research_handler.get_raw_findings(session_id) or []
+        return {"result": result, "sources": sources, "raw_findings": raw_findings, "category": ""}
+
+    @router.post("/api/research/spinoff/{session_id}")
+    async def research_spinoff(session_id: str, request: Request):
+        """Create a new chat session pre-seeded with this research as context.
+
+        Reads the persisted research result + sources for `session_id`, creates
+        a fresh session (inheriting endpoint/model/headers from the source
+        session if available, otherwise from the resolved chat endpoint), and
+        injects a single system message containing the report and sources so
+        the user can ask follow-up questions in a clean conversation.
+        """
+        user = _require_user(request)
+        _validate_session_id(session_id)
+        # SECURITY: gate on ownership before reading the persisted research —
+        # otherwise any authenticated user could spin off (and thereby read)
+        # another user's report by guessing its session ID. Mirrors every other
+        # endpoint in this file (see result_peek above).
+        if not _owns_in_memory(session_id, user):
+            raise HTTPException(404, "No research found for this session")
+        if session_manager is None:
+            raise HTTPException(500, "session_manager not configured")
+
+        # Load research data — prefer in-memory result, fall back to disk
+        result = research_handler.get_result(session_id)
+        sources = research_handler.get_sources(session_id) or []
+        query = ""
+
+        path = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
+        if path.exists():
+            try:
+                disk = json.loads(path.read_text(encoding="utf-8"))
+                if not result:
+                    result = disk.get("result")
+                if not sources:
+                    sources = disk.get("sources", []) or []
+                query = disk.get("query", "") or ""
+            except Exception as e:
+                logger.warning(f"Could not read research JSON for spinoff: {e}")
+
+        if not result:
+            raise HTTPException(404, "No research result available for this session")
+
+        # Inherit endpoint/model/headers from the source session when possible.
+        # For panel-launched research (rp-* IDs), there is no chat session, so
+        # fall back through the same chain as /api/research/start: research →
+        # utility → first enabled endpoint in the DB.
+        ep_url, ep_model, ep_headers = "", "", {}
+        try:
+            src_sess = session_manager.get_session(session_id)
+            ep_url = src_sess.endpoint_url or ""
+            ep_model = src_sess.model or ""
+            ep_headers = dict(src_sess.headers or {})
+        except KeyError:
+            pass
+
+        def _merge(r_url, r_model, r_headers):
+            nonlocal ep_url, ep_model, ep_headers
+            if not ep_url and r_url:
+                ep_url = r_url
+            if not ep_model and r_model:
+                ep_model = r_model
+            if not ep_headers and r_headers:
+                ep_headers = dict(r_headers)
+
+        if not ep_url or not ep_model:
+            _merge(*resolve_endpoint("chat", owner=user))
+        if not ep_url or not ep_model:
+            _merge(*resolve_endpoint("research", owner=user))
+        if not ep_url or not ep_model:
+            _merge(*resolve_endpoint("utility", owner=user))
+        if not ep_url or not ep_model:
+            # Last resort: this user's enabled endpoint, plus legacy shared rows.
+            from src.database import SessionLocal
+            from src.endpoint_resolver import normalize_base, build_chat_url, build_headers
+            db = SessionLocal()
+            try:
+                ep = _owned_enabled_endpoint(db, user)
+                if ep:
+                    base = normalize_base(ep.base_url)
+                    fallback_url = build_chat_url(base)
+                    fallback_headers = build_headers(ep.api_key, base)
+                    fallback_model = ""
+                    if ep.cached_models:
+                        try:
+                            models = json.loads(ep.cached_models)
+                            if models:
+                                fallback_model = _first_chat_model(models)
+                        except Exception:
+                            pass
+                    _merge(fallback_url, fallback_model, fallback_headers)
+            finally:
+                db.close()
+
+        if not ep_url or not ep_model:
+            raise HTTPException(400, "No endpoint configured — add one in Settings first")
+
+        # Create new session
+        new_sid = str(uuid.uuid4())
+
+        title_query = (query or "research").strip()
+        if len(title_query) > 60:
+            title_query = title_query[:57] + "…"
+        new_name = f"Follow-up: {title_query}"
+
+        new_sess = session_manager.create_session(
+            session_id=new_sid,
+            name=new_name,
+            endpoint_url=ep_url,
+            model=ep_model,
+            rag=False,
+            owner=user,
+        )
+        if ep_headers:
+            new_sess.headers = ep_headers
+            session_manager.save_sessions()
+        try:
+            from src.event_bus import fire_event
+            fire_event("session_created", user)
+        except Exception:
+            logger.debug("session_created event dispatch failed", exc_info=True)
+
+        # Build the priming system message — report only, no sources injected.
+        # The user can open the visual report for source details; keeping sources
+        # out of the chat context saves tokens and avoids the AI fabricating
+        # citations.
+        date_str = datetime.utcnow().strftime("%Y-%m-%d")
+        primer = (
+            f"[Research context — {date_str}]\n\n"
+            f"The user previously ran a deep research investigation. Use the "
+            f"report below as your primary knowledge base when answering "
+            f"follow-up questions. If the user asks something not covered, "
+            f"say so plainly rather than guessing.\n\n"
+            f"=== ORIGINAL QUERY ===\n{query or '(not recorded)'}\n\n"
+            f"=== REPORT ===\n{result}"
+        )
+
+        from core.models import ChatMessage
+        new_sess.add_message(ChatMessage(
+            role="system",
+            content=primer,
+            metadata={"research_spinoff_from": session_id},
+        ))
+        session_manager.save_sessions()
+
+        return {
+            "session_id": new_sid,
+            "name": new_name,
+            "source_count": len(sources),
+        }
+
+    return router

routes/research_routes.py

@@ -1,678 +1,17 @@
-"""Research background task routes — /api/research/*."""
+"""Backward-compat shim — canonical location is routes/research/research_routes.py.
 
-import asyncio
-import json
-import logging
-import re
-import uuid
-from datetime import datetime
-from pathlib import Path
-from typing import Optional
+This module is replaced in ``sys.modules`` by the canonical module object so
+that ``import routes.research_routes``, ``from routes.research_routes import X``,
+``importlib.import_module("routes.research_routes")``, and
+``monkeypatch.setattr("routes.research_routes.ATTR", ...)`` (string-targeted
+patch used by ``test_research_owner_scope_routes.py``) all operate on the
+*same* object the application actually uses. Keeps existing import paths
+working after slice 2b (#4082/#4071). Source-introspection tests read the
+canonical file by path.
+"""
 
-from fastapi import APIRouter, HTTPException, Query, Request
-from fastapi.responses import HTMLResponse, StreamingResponse
-from pydantic import BaseModel, Field
-from core.middleware import INTERNAL_TOOL_USER
-from src.endpoint_resolver import resolve_endpoint
-from src.auth_helpers import _auth_disabled, get_current_user
-from core.auth import RESERVED_USERNAMES
-from src.constants import DEEP_RESEARCH_DIR
+import sys as _sys
 
-_SESSION_ID_RE = re.compile(r"^[a-zA-Z0-9-]{1,128}$")
+from routes.research import research_routes as _canonical  # noqa: F401
 
-logger = logging.getLogger(__name__)
-
-# Model-name substrings that are NOT chat/generation models — research must
-# never pick these as its model. An OpenAI-style endpoint often lists
-# `text-embedding-ada-002` etc. first in its model list, which is why research
-# was failing with "Cannot reach model 'text-embedding-ada-002'".
-_NON_CHAT_MODEL = (
-    "text-embedding", "embedding", "tts-", "whisper", "dall-e",
-    "moderation", "rerank", "reranker", "clip", "stable-diffusion",
-)
-
-
-def _first_chat_model(models) -> str:
-    """First model that isn't an embedding/tts/etc. — falls back to models[0]."""
-    for m in (models or []):
-        if not any(p in str(m).lower() for p in _NON_CHAT_MODEL):
-            return m
-    return (models[0] if models else "")
-
-
-def _resolve_research_endpoint(sess, owner: Optional[str] = None) -> tuple:
-    """Return (endpoint_url, model, headers) for Deep Research, checking admin overrides."""
-    owner = owner or getattr(sess, "owner", None) or None
-    url, model, headers = resolve_endpoint(
-        "research",
-        fallback_url=sess.endpoint_url,
-        fallback_model=sess.model,
-        fallback_headers=sess.headers,
-        owner=owner,
-    )
-    return url, model, headers
-
-
-def _owned_enabled_endpoint(db, owner, endpoint_id=None):
-    """An enabled ModelEndpoint VISIBLE to `owner` (their own rows + legacy
-    null-owner "shared" rows), optionally narrowed to a specific endpoint_id;
-    None if nothing visible matches.
-
-    Owner-scoped on purpose. ModelEndpoint is per-user (core/database.py: non-null
-    owner = private, "the model picker only shows the endpoint to that user") and
-    holds a decrypted `api_key`. /api/research/start feeds the resolved row's
-    api_key + base_url into research_handler.start_research(llm_endpoint=,
-    llm_headers=), so an UNSCOPED lookup — by the caller-supplied endpoint_id, or
-    via the bare first-enabled fallback — would let a research-privileged user
-    spend ANOTHER user's API key/quota and reach whatever internal base_url they
-    configured. Mirrors webhook_routes._first_enabled_endpoint and
-    session_routes._owned_endpoint. A null/empty owner is a no-op (single-user /
-    legacy mode).
-    """
-    from src.database import ModelEndpoint
-    from src.auth_helpers import owner_filter
-    q = db.query(ModelEndpoint).filter(ModelEndpoint.is_enabled == True)  # noqa: E712
-    if endpoint_id:
-        q = q.filter(ModelEndpoint.id == endpoint_id)
-    return owner_filter(q, ModelEndpoint, owner).first()
-
-
-def _resolve_endpoint_runtime(ep, owner=None, model: Optional[str] = None):
-    """Resolve a ModelEndpoint row into (chat_url, model, headers).
-
-    Mirrors endpoint_resolver.resolve_endpoint's provider-auth handling for
-    panel-selected research endpoints. ChatGPT Subscription endpoints keep
-    OAuth tokens in ProviderAuthSession, so ep.api_key is intentionally empty.
-    """
-    from src.endpoint_resolver import (
-        build_chat_url,
-        build_headers,
-        resolve_endpoint_runtime as resolve_model_endpoint_runtime,
-    )
-
-    try:
-        base, api_key = resolve_model_endpoint_runtime(ep, owner=owner)
-    except Exception as e:
-        logger.warning("Could not resolve endpoint credentials for research: %s", e)
-        return None
-
-    ep_model = (model or "").strip()
-    if not ep_model:
-        try:
-            models = json.loads(ep.cached_models) if ep.cached_models else []
-            if models:
-                ep_model = _first_chat_model(models)
-        except Exception:
-            pass
-    if not ep_model:
-        return None
-    return build_chat_url(base), ep_model, build_headers(api_key, base)
-
-
-def setup_research_routes(research_handler, session_manager=None) -> APIRouter:
-    router = APIRouter(tags=["research"])
-
-    def _require_user(request: Request) -> str:
-        """All research endpoints require an authenticated user. Research
-        data isn't owner-scoped in the on-disk JSON yet, so we at least
-        block anonymous access. Multi-tenant deploys should additionally
-        verify the session belongs to this user."""
-        user = get_current_user(request)
-        if not user:
-            if _auth_disabled():
-                return ""
-            raise HTTPException(401, "Not authenticated")
-        return user
-
-    def _validate_session_id(session_id: str) -> None:
-        if not _SESSION_ID_RE.fullmatch(session_id):
-            raise HTTPException(400, "Invalid session ID format")
-
-    def _owns_in_memory(session_id: str, user: str) -> bool:
-        """Ownership check for an in-flight (in-memory) research task.
-        Falls back to the on-disk JSON if the task has already finished."""
-        entry = research_handler._active_tasks.get(session_id)
-        if entry is not None:
-            return entry.get("owner", "") == user
-        # Task no longer in memory — check the persisted JSON.
-        path = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
-        if not path.exists():
-            return False
-        try:
-            return json.loads(path.read_text(encoding="utf-8")).get("owner") == user
-        except Exception:
-            return False
-
-    @router.get("/api/research/active")
-    async def research_active(request: Request):
-        """List all currently active (running) research tasks."""
-        user = _require_user(request)
-        active = []
-        for sid, entry in research_handler._active_tasks.items():
-            # SECURITY: only show this user's running tasks.
-            if entry.get("owner", "") != user:
-                continue
-            if entry.get("status") == "running":
-                active.append({
-                    "session_id": sid,
-                    "query": entry.get("query", ""),
-                    "status": "running",
-                    "progress": entry.get("progress", {}),
-                    "started_at": entry.get("started_at", 0),
-                })
-        return {"active": active}
-
-    @router.get("/api/research/status/{session_id}")
-    async def research_status(session_id: str, request: Request):
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        if not _owns_in_memory(session_id, user):
-            raise HTTPException(404, "No research found for this session")
-        status = research_handler.get_status(session_id)
-        if status is None:
-            raise HTTPException(404, "No research found for this session")
-        return status
-
-    @router.post("/api/research/cancel/{session_id}")
-    async def research_cancel(session_id: str, request: Request):
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        if not _owns_in_memory(session_id, user):
-            raise HTTPException(404, "No research found for this session")
-        cancelled = research_handler.cancel_research(session_id)
-        return {"cancelled": cancelled}
-
-    @router.post("/api/research/result/{session_id}")
-    async def research_result(session_id: str, request: Request):
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        if not _owns_in_memory(session_id, user):
-            raise HTTPException(404, "No research result available")
-        result = research_handler.get_result(session_id)
-        if result is None:
-            raise HTTPException(404, "No research result available")
-        sources = research_handler.get_sources(session_id) or []
-        raw_findings = research_handler.get_raw_findings(session_id) or []
-        research_handler.clear_result(session_id)
-        return {"result": result, "sources": sources, "raw_findings": raw_findings}
-
-    def _assert_owns_research(session_id: str, user: str) -> None:
-        """404-not-403 ownership gate for a research session's on-disk JSON.
-        Use BEFORE returning any data or mutating the file."""
-        path = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
-        if not path.exists():
-            raise HTTPException(404, "Research not found")
-        try:
-            owner = json.loads(path.read_text(encoding="utf-8")).get("owner")
-        except Exception:
-            raise HTTPException(404, "Research not found")
-        if owner != user:
-            raise HTTPException(404, "Research not found")
-
-    @router.get("/api/research/report/{session_id}")
-    async def research_report(session_id: str, request: Request):
-        """Serve the visual HTML report for a completed research session."""
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        _assert_owns_research(session_id, user)
-        logger.info(f"Visual report requested for session {session_id}")
-        try:
-            html_content = research_handler.get_report_html(session_id)
-        except Exception as e:
-            logger.error(f"Visual report generation error: {e}", exc_info=True)
-            raise HTTPException(500, f"Report generation failed: {e}")
-        if html_content is None:
-            logger.warning(f"No report data found for session {session_id}")
-            raise HTTPException(404, "No visual report available for this session")
-        return HTMLResponse(content=html_content)
-
-    class HideImageRequest(BaseModel):
-        url: str
-
-    @router.post("/api/research/{session_id}/hide-image")
-    async def research_hide_image(session_id: str, body: HideImageRequest, request: Request):
-        """Mark an image URL as hidden for this research's visual report.
-        Persisted to the research JSON so subsequent /report renders skip it."""
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        _assert_owns_research(session_id, user)
-        ok = research_handler.hide_image(session_id, body.url)
-        if not ok:
-            raise HTTPException(404, "Research not found")
-        return {"ok": True}
-
-    @router.post("/api/research/{session_id}/unhide-images")
-    async def research_unhide_images(session_id: str, request: Request):
-        """Clear the hidden-images list for a research session."""
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        _assert_owns_research(session_id, user)
-        ok = research_handler.unhide_all_images(session_id)
-        if not ok:
-            raise HTTPException(404, "Research not found")
-        return {"ok": True}
-
-    @router.get("/api/research/library")
-    async def research_library(
-        request: Request,
-        search: Optional[str] = Query(None),
-        sort: str = Query("recent"),
-        limit: int = Query(50),
-        archived: bool = Query(False),
-    ):
-        user = _require_user(request)
-        """List all completed research for the Library panel."""
-        data_dir = Path(DEEP_RESEARCH_DIR)
-        items = []
-        for p in data_dir.glob("*.json"):
-            try:
-                d = json.loads(p.read_text(encoding="utf-8"))
-                # SECURITY: only show research belonging to this user. Legacy
-                # JSONs without an `owner` field are hidden — auth was the only
-                # gate before, so every user saw every other user's reports.
-                if d.get("owner") != user:
-                    continue
-                # Archived view shows ONLY archived reports; default hides them.
-                if bool(d.get("archived")) != archived:
-                    continue
-                query = d.get("query", "")
-                if search and search.lower() not in query.lower():
-                    continue
-                sources = d.get("sources", [])
-                items.append({
-                    "id": p.stem,
-                    "query": query,
-                    "category": d.get("category") or "",
-                    "source_count": len(sources),
-                    "status": d.get("status", "done"),
-                    "duration": d.get("stats", {}).get("Duration", ""),
-                    "rounds": d.get("stats", {}).get("Rounds", ""),
-                    "started_at": d.get("started_at", 0),
-                    "completed_at": d.get("completed_at", 0),
-                    "archived": bool(d.get("archived")),
-                })
-            except Exception:
-                continue
-
-        # Sort
-        if sort == "recent":
-            items.sort(key=lambda x: x["completed_at"] or 0, reverse=True)
-        elif sort == "oldest":
-            items.sort(key=lambda x: x["completed_at"] or 0)
-        elif sort == "most-messages":
-            items.sort(key=lambda x: x["source_count"], reverse=True)
-        elif sort == "alpha":
-            items.sort(key=lambda x: x["query"].lower())
-
-        return {"research": items[:limit], "total": len(items)}
-
-    @router.get("/api/research/detail/{session_id}")
-    async def research_detail(session_id: str, request: Request):
-        """Return the full JSON for a single research result — sources,
-        summary, stats — used by the Library preview panel."""
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        path = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
-        if not path.exists():
-            raise HTTPException(404, "Research not found")
-        try:
-            data = json.loads(path.read_text(encoding="utf-8"))
-        except Exception as e:
-            raise HTTPException(500, f"Failed to read research: {e}")
-        # SECURITY: 404 (not 403) so we don't leak that the report exists.
-        if data.get("owner") != user:
-            raise HTTPException(404, "Research not found")
-        return data
-
-    @router.post("/api/research/{session_id}/archive")
-    async def research_archive(session_id: str, request: Request, archived: bool = Query(True)):
-        """Soft-archive / restore a research report (sets `archived` in its JSON)."""
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        path = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
-        if not path.exists():
-            raise HTTPException(404, "Research not found")
-        try:
-            data = json.loads(path.read_text(encoding="utf-8"))
-            if data.get("owner") != user:
-                raise HTTPException(404, "Research not found")
-            data["archived"] = bool(archived)
-            path.write_text(json.dumps(data), encoding="utf-8")
-        except HTTPException:
-            raise
-        except Exception as e:
-            raise HTTPException(500, f"Failed to update research: {e}")
-        return {"ok": True, "id": session_id, "archived": bool(archived)}
-
-    @router.delete("/api/research/{session_id}")
-    async def research_delete(session_id: str, request: Request):
-        """Delete a research result from disk."""
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        data_dir = Path(DEEP_RESEARCH_DIR)
-        json_path = data_dir / f"{session_id}.json"
-        deleted = False
-        if json_path.exists():
-            # SECURITY: verify ownership before letting the caller delete it.
-            try:
-                data = json.loads(json_path.read_text(encoding="utf-8"))
-                if data.get("owner") != user:
-                    raise HTTPException(404, "Research not found")
-            except HTTPException:
-                raise
-            except Exception:
-                raise HTTPException(404, "Research not found")
-            json_path.unlink()
-            deleted = True
-        return {"deleted": deleted}
-
-    # ------------------------------------------------------------------
-    # Panel endpoints — launch research without a chat session
-    # ------------------------------------------------------------------
-
-    class ResearchStartRequest(BaseModel):
-        query: str
-        # max_rounds=0 means "Auto" — let the AI decide when to stop, capped at 20.
-        max_rounds: int = Field(default=0, ge=0, le=20)
-        search_provider: Optional[str] = None
-        endpoint_id: Optional[str] = None
-        model: Optional[str] = None
-        max_time: int = Field(default=300, ge=60, le=1800)
-        extraction_timeout: Optional[int] = Field(default=None, ge=15, le=3600)
-        extraction_concurrency: Optional[int] = Field(default=None, ge=1, le=12)
-        category: Optional[str] = None
-
-    @router.post("/api/research/start")
-    async def research_start(body: ResearchStartRequest, request: Request):
-        """Launch a research job from the dedicated panel."""
-        from src.auth_helpers import require_privilege
-        user = require_privilege(request, "can_use_research")
-        if user == INTERNAL_TOOL_USER:
-            tool_owner = (request.headers.get("X-Odysseus-Owner") or "").strip()
-            if tool_owner and tool_owner not in RESERVED_USERNAMES:
-                auth_mgr = getattr(request.app.state, "auth_manager", None)
-                if auth_mgr is not None and getattr(auth_mgr, "is_configured", False):
-                    try:
-                        privs = auth_mgr.get_privileges(tool_owner) or {}
-                        if not privs.get("can_use_research", True):
-                            raise HTTPException(403, f"Your account is not allowed to can use research.")
-                    except HTTPException:
-                        raise
-                    except Exception:
-                        pass
-                user = tool_owner
-        session_id = f"rp-{uuid.uuid4().hex[:12]}"
-
-        if body.endpoint_id:
-            from src.database import SessionLocal
-            db = SessionLocal()
-            try:
-                # Owner-scoped: never resolve another user's private endpoint
-                # (and its decrypted api_key / internal base_url). A scoped miss
-                # reads as 404 so the endpoint's existence isn't revealed.
-                ep = _owned_enabled_endpoint(db, user, body.endpoint_id)
-                if not ep:
-                    raise HTTPException(404, "Endpoint not found or disabled")
-                resolved = _resolve_endpoint_runtime(ep, owner=user, model=body.model)
-                if not resolved:
-                    raise HTTPException(400, "Endpoint is not configured with a usable model.")
-                ep_url, ep_model, ep_headers = resolved
-            finally:
-                db.close()
-        else:
-            ep_url, ep_model, ep_headers = resolve_endpoint("research", owner=user)
-            if not ep_url:
-                ep_url, ep_model, ep_headers = resolve_endpoint("utility", owner=user)
-            # When neither research nor utility is configured, use the user's
-            # configured DEFAULT model (default_endpoint_id/default_model) rather
-            # than arbitrarily grabbing the first enabled endpoint's first model
-            # (which surfaced gpt-3.5). "Default" should mean the default model.
-            if not ep_url:
-                ep_url, ep_model, ep_headers = resolve_endpoint("default", owner=user)
-            if not ep_url:
-                ep_url, ep_model, ep_headers = resolve_endpoint("chat", owner=user)
-            if not ep_url:
-                from src.database import SessionLocal
-                db = SessionLocal()
-                try:
-                    # Owner-scoped first-enabled fallback: the caller's own rows
-                    # + legacy null-owner shared rows only — never borrow another
-                    # user's private endpoint/api_key. Same fix as the
-                    # /api/v1/chat fallback (webhook_routes._first_enabled_endpoint).
-                    ep = _owned_enabled_endpoint(db, user)
-                    if ep:
-                        resolved = _resolve_endpoint_runtime(ep, owner=user)
-                        if resolved:
-                            ep_url, ep_model, ep_headers = resolved
-                finally:
-                    db.close()
-            if not ep_url:
-                raise HTTPException(400, "No endpoints configured. Add one in Settings first.")
-            if body.model:
-                ep_model = body.model
-
-        # max_rounds=0 → "Auto", let AI decide; pass 20 as the safety cap.
-        effective_max_rounds = body.max_rounds if body.max_rounds > 0 else 20
-        research_handler.start_research(
-            session_id=session_id,
-            query=body.query,
-            llm_endpoint=ep_url,
-            llm_model=ep_model,
-            max_time=body.max_time,
-            llm_headers=ep_headers,
-            max_rounds=effective_max_rounds,
-            search_provider=body.search_provider or None,
-            category=body.category or None,
-            extraction_timeout=body.extraction_timeout,
-            extraction_concurrency=body.extraction_concurrency,
-            owner=user,
-        )
-        return {"session_id": session_id, "status": "running", "query": body.query}
-
-    @router.get("/api/research/stream/{session_id}")
-    async def research_stream(session_id: str, request: Request):
-        """SSE stream of research progress events."""
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        if not _owns_in_memory(session_id, user):
-            raise HTTPException(404, "No research found for this session")
-        async def _generate():
-            last_progress = None
-            while True:
-                status = research_handler.get_status(session_id)
-                if status is None:
-                    yield f"data: {json.dumps({'status': 'not_found'})}\n\n"
-                    return
-                st = status.get("status", "")
-                progress = status.get("progress", {})
-                if progress != last_progress:
-                    last_progress = progress
-                    yield f"data: {json.dumps({**progress, 'status': st})}\n\n"
-                if st != "running":
-                    final = {'status': st, 'final': True}
-                    task = research_handler._active_tasks.get(session_id, {})
-                    if st == "error" and task.get("result"):
-                        final['error'] = str(task["result"])[:500]
-                    yield f"data: {json.dumps(final)}\n\n"
-                    return
-                await asyncio.sleep(1.5)
-
-        return StreamingResponse(
-            _generate(),
-            media_type="text/event-stream",
-            headers={"Cache-Control": "no-cache", "X-Accel-Buffering": "no"},
-        )
-
-    @router.post("/api/research/result-peek/{session_id}")
-    async def research_result_peek(session_id: str, request: Request):
-        """Get research result without clearing it (for panel use)."""
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        if not _owns_in_memory(session_id, user):
-            raise HTTPException(404, "No research found for this session")
-        result = research_handler.get_result(session_id)
-        if result is None:
-            p = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
-            if p.exists():
-                d = json.loads(p.read_text(encoding="utf-8"))
-                return {
-                    "result": d.get("result", ""),
-                    "sources": d.get("sources", []),
-                    "raw_findings": d.get("raw_findings", []),
-                    "category": d.get("category") or "",
-                }
-            raise HTTPException(404, "No research result available")
-        sources = research_handler.get_sources(session_id) or []
-        raw_findings = research_handler.get_raw_findings(session_id) or []
-        return {"result": result, "sources": sources, "raw_findings": raw_findings, "category": ""}
-
-    @router.post("/api/research/spinoff/{session_id}")
-    async def research_spinoff(session_id: str, request: Request):
-        """Create a new chat session pre-seeded with this research as context.
-
-        Reads the persisted research result + sources for `session_id`, creates
-        a fresh session (inheriting endpoint/model/headers from the source
-        session if available, otherwise from the resolved chat endpoint), and
-        injects a single system message containing the report and sources so
-        the user can ask follow-up questions in a clean conversation.
-        """
-        user = _require_user(request)
-        _validate_session_id(session_id)
-        # SECURITY: gate on ownership before reading the persisted research —
-        # otherwise any authenticated user could spin off (and thereby read)
-        # another user's report by guessing its session ID. Mirrors every other
-        # endpoint in this file (see result_peek above).
-        if not _owns_in_memory(session_id, user):
-            raise HTTPException(404, "No research found for this session")
-        if session_manager is None:
-            raise HTTPException(500, "session_manager not configured")
-
-        # Load research data — prefer in-memory result, fall back to disk
-        result = research_handler.get_result(session_id)
-        sources = research_handler.get_sources(session_id) or []
-        query = ""
-
-        path = Path(DEEP_RESEARCH_DIR) / f"{session_id}.json"
-        if path.exists():
-            try:
-                disk = json.loads(path.read_text(encoding="utf-8"))
-                if not result:
-                    result = disk.get("result")
-                if not sources:
-                    sources = disk.get("sources", []) or []
-                query = disk.get("query", "") or ""
-            except Exception as e:
-                logger.warning(f"Could not read research JSON for spinoff: {e}")
-
-        if not result:
-            raise HTTPException(404, "No research result available for this session")
-
-        # Inherit endpoint/model/headers from the source session when possible.
-        # For panel-launched research (rp-* IDs), there is no chat session, so
-        # fall back through the same chain as /api/research/start: research →
-        # utility → first enabled endpoint in the DB.
-        ep_url, ep_model, ep_headers = "", "", {}
-        try:
-            src_sess = session_manager.get_session(session_id)
-            ep_url = src_sess.endpoint_url or ""
-            ep_model = src_sess.model or ""
-            ep_headers = dict(src_sess.headers or {})
-        except KeyError:
-            pass
-
-        def _merge(r_url, r_model, r_headers):
-            nonlocal ep_url, ep_model, ep_headers
-            if not ep_url and r_url:
-                ep_url = r_url
-            if not ep_model and r_model:
-                ep_model = r_model
-            if not ep_headers and r_headers:
-                ep_headers = dict(r_headers)
-
-        if not ep_url or not ep_model:
-            _merge(*resolve_endpoint("chat", owner=user))
-        if not ep_url or not ep_model:
-            _merge(*resolve_endpoint("research", owner=user))
-        if not ep_url or not ep_model:
-            _merge(*resolve_endpoint("utility", owner=user))
-        if not ep_url or not ep_model:
-            # Last resort: this user's enabled endpoint, plus legacy shared rows.
-            from src.database import SessionLocal
-            from src.endpoint_resolver import normalize_base, build_chat_url, build_headers
-            db = SessionLocal()
-            try:
-                ep = _owned_enabled_endpoint(db, user)
-                if ep:
-                    base = normalize_base(ep.base_url)
-                    fallback_url = build_chat_url(base)
-                    fallback_headers = build_headers(ep.api_key, base)
-                    fallback_model = ""
-                    if ep.cached_models:
-                        try:
-                            models = json.loads(ep.cached_models)
-                            if models:
-                                fallback_model = _first_chat_model(models)
-                        except Exception:
-                            pass
-                    _merge(fallback_url, fallback_model, fallback_headers)
-            finally:
-                db.close()
-
-        if not ep_url or not ep_model:
-            raise HTTPException(400, "No endpoint configured — add one in Settings first")
-
-        # Create new session
-        new_sid = str(uuid.uuid4())
-
-        title_query = (query or "research").strip()
-        if len(title_query) > 60:
-            title_query = title_query[:57] + "…"
-        new_name = f"Follow-up: {title_query}"
-
-        new_sess = session_manager.create_session(
-            session_id=new_sid,
-            name=new_name,
-            endpoint_url=ep_url,
-            model=ep_model,
-            rag=False,
-            owner=user,
-        )
-        if ep_headers:
-            new_sess.headers = ep_headers
-            session_manager.save_sessions()
-        try:
-            from src.event_bus import fire_event
-            fire_event("session_created", user)
-        except Exception:
-            logger.debug("session_created event dispatch failed", exc_info=True)
-
-        # Build the priming system message — report only, no sources injected.
-        # The user can open the visual report for source details; keeping sources
-        # out of the chat context saves tokens and avoids the AI fabricating
-        # citations.
-        date_str = datetime.utcnow().strftime("%Y-%m-%d")
-        primer = (
-            f"[Research context — {date_str}]\n\n"
-            f"The user previously ran a deep research investigation. Use the "
-            f"report below as your primary knowledge base when answering "
-            f"follow-up questions. If the user asks something not covered, "
-            f"say so plainly rather than guessing.\n\n"
-            f"=== ORIGINAL QUERY ===\n{query or '(not recorded)'}\n\n"
-            f"=== REPORT ===\n{result}"
-        )
-
-        from core.models import ChatMessage
-        new_sess.add_message(ChatMessage(
-            role="system",
-            content=primer,
-            metadata={"research_spinoff_from": session_id},
-        ))
-        session_manager.save_sessions()
-
-        return {
-            "session_id": new_sid,
-            "name": new_name,
-            "source_count": len(sources),
-        }
-
-    return router
+_sys.modules[__name__] = _canonical

routes/shell_routes.py

@@ -1063,8 +1063,19 @@ def setup_shell_routes() -> APIRouter:
         importlib.invalidate_caches()
         try:
             user_site = site.getusersitepackages()
-            if user_site and os.path.isdir(user_site) and user_site not in sys.path:
-                sys.path.append(user_site)
+            if user_site and os.path.isdir(user_site):
+                # Use addsitedir(), NOT a bare sys.path.append(). When a package
+                # is `pip install --user`'d at runtime (Cookbook → Install) the
+                # long-lived server process started before the user-site existed,
+                # so site never processed it — including its `.pth` hooks. On
+                # Python 3.12+ `distutils` is gone from stdlib and is only
+                # restored by setuptools' `distutils-precedence.pth`, which ships
+                # in user-site. basicsr (a realesrgan dep) does `import distutils`
+                # at import time, so a plain append left the package importable
+                # but `import distutils` failing → realesrgan probed as
+                # not-installed until a full process restart. addsitedir() replays
+                # the `.pth` files so the shim is active.
+                site.addsitedir(user_site)
         except Exception:
             pass
         if ssh_port and str(ssh_port).strip() not in ("", "22"):
@@ -1377,11 +1388,16 @@ def setup_shell_routes() -> APIRouter:
                     pkg["installed"] = False
                 except importlib_metadata.PackageNotFoundError:
                     pkg["installed"] = False
-                except Exception:
+                except (Exception, SystemExit):
                     # Installed but crashes on import — e.g. a CUDA build of
                     # llama-cpp-python raising FileNotFoundError when the CUDA
-                    # toolkit dir is absent. One broken optional package must not
-                    # 500 the entire packages panel; report it as not usable.
+                    # toolkit dir is absent, or rembg calling sys.exit(1) when no
+                    # onnxruntime backend can be loaded. SystemExit is a
+                    # BaseException, not Exception, so without catching it here a
+                    # single sys.exit-on-import package escapes and takes down the
+                    # whole packages panel / worker (the panel hangs forever). One
+                    # broken optional package must not 500 — or hang — the entire
+                    # panel; report it as not usable.
                     pkg["installed"] = False
 
             # llama_cpp partial-state probe: when the package is installed

routes/skills_routes.py

@@ -22,6 +22,16 @@ from core.middleware import require_admin
 
 logger = logging.getLogger(__name__)
 
+# Last-resort verdict extraction from a teacher/verifier model's prose (run when
+# JSON parsing fails). `["\'\s:]*` already consumes whitespace, so the original
+# trailing `\s*` made two adjacent \s-matching quantifiers that backtrack O(n^2)
+# on a `verdict` + whitespace flood in untrusted model output (CodeQL
+# py/polynomial-redos). Without it a single unbounded quantifier remains — the
+# matched text is identical, and the scan is linear.
+_VERDICT_PROSE_RE = re.compile(
+    r'verdict["\'\s:]*["\']?(pass|needs_work|fail|inconclusive)', re.I
+)
+
 
 class SkillAddRequest(BaseModel):
     # New schema (preferred)
@@ -196,7 +206,7 @@ async def _eval_skill_run(skill_md: str, task: str, transcript: str,
         # Last resort: pull the verdict keyword straight out of the prose so a
         # clearly-decided run isn't thrown away as "unparseable".
         if v not in _VERDICTS:
-            km = _re.search(r'verdict["\'\s:]*\s*["\']?(pass|needs_work|fail|inconclusive)', text, _re.I)
+            km = _VERDICT_PROSE_RE.search(text)
             if km:
                 v = km.group(1).lower()
                 if data is None:

routes/upload_routes.py

@@ -201,14 +201,13 @@ def setup_upload_routes(upload_handler):
         import mimetypes as _mt
         # Look up original filename and owner from uploads.json
         original_name = file_id
-        info = None
-        uploads_db = os.path.join(_upload_root(), "uploads.json")
-        if os.path.exists(uploads_db):
-            with open(uploads_db, encoding="utf-8") as f:
-                db = json.load(f)
-            info = next((fi for fi in db.values() if fi.get("id") == file_id), None)
-            if info:
-                original_name = info.get("name", file_id)
+        # _load_upload_index() tolerates a missing/corrupt uploads.json (it falls
+        # back to the .bak sibling, then to {}), so a truncated DB degrades to
+        # "no metadata" instead of a 500 from an unhandled JSONDecodeError.
+        db = upload_handler._load_upload_index()
+        info = next((fi for fi in db.values() if fi.get("id") == file_id), None)
+        if info:
+            original_name = info.get("name", file_id)
         auth_mgr = getattr(request.app.state, "auth_manager", None)
         auth_configured = bool(auth_mgr and auth_mgr.is_configured)
         current_user = effective_user(request)
@@ -254,13 +253,10 @@ def setup_upload_routes(upload_handler):
 
     def _load_upload_info(file_id: str):
         """Look up the uploads.json record for a file_id, with owner/auth checks."""
-        info = None
-        uploads_db = os.path.join(_upload_root(), "uploads.json")
-        if os.path.exists(uploads_db):
-            with open(uploads_db, encoding="utf-8") as f:
-                db = json.load(f)
-            info = next((fi for fi in db.values() if fi.get("id") == file_id), None)
-        return info
+        # Corruption-tolerant load (see download_file): a bad uploads.json yields
+        # {} rather than raising JSONDecodeError out of the vision path.
+        db = upload_handler._load_upload_index()
+        return next((fi for fi in db.values() if fi.get("id") == file_id), None)
 
     def _vision_cache_path(file_id: str) -> str:
         cache_dir = os.path.join(_upload_root(), ".vision")
@@ -357,7 +353,10 @@ def setup_upload_routes(upload_handler):
             if file_owner != current_user and not auth_mgr.is_admin(current_user):
                 raise HTTPException(404, "File not found")
         _resolve_upload_path(file_id)
-        body = await request.json()
+        try:
+            body = await request.json()
+        except json.JSONDecodeError:
+            raise HTTPException(400, "Request body must be valid JSON")
         text = (body or {}).get("text", "")
         if not isinstance(text, str):
             raise HTTPException(400, "text must be a string")

routes/webhook_routes.py

@@ -345,8 +345,9 @@ def setup_webhook_routes(
                             resp = await client.get(models_url, headers=hdrs)
                             resp.raise_for_status()
                             data = resp.json()
-                            ids = [m.get("id") for m in (data.get("data") or []) if m.get("id")]
-                            if not ids:
+                            items = data if isinstance(data, list) else (data.get("data") or [])
+                            ids = [m.get("id") for m in items if isinstance(m, dict) and m.get("id")]
+                            if not ids and isinstance(data, dict):
                                 ids = [
                                     m.get("name") or m.get("model")
                                     for m in (data.get("models") or [])