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cayce 5b259bc663 mail-negotiator: classify merchant replies, draft gated, audited sends
ci / lint-test-leaks (pull_request) Canceled after 0s
- IMAP poll (UNSEEN, stdlib imaplib) -> parse (bare address via email.utils)
- threading: In-Reply-To -> outbound sent-draft message-id -> proposal
- classify: deterministic rules; optional LLM behind provider interface;
  below-threshold confidence -> needs_review (never guessed)
- unthreadable approvals flagged needs_review (suspicious by definition)
- merchant_status recorded on proposal detail; proposal lifecycle untouched
- reply drafts generated from templates (drafted), NEVER auto-sent
- SMTP sends only draft_status=approved (human approve_draft, audited);
  sent drafts store their Message-ID for future threading
- idempotent on Message-ID; DaemonRun wrapper for monitor

tests: 9 new (classification rules, threshold->review, threading, idempotence,
blocked send without approval, approve->send->audit chain, double approve)
— 29 total passing
2026-10-19 21:47:18 +00:00
cayce 1b2c3cc1cf Merge PR #2: scanner + executor
ci / lint-test-leaks (push) Canceled after 0s
Discovery (read-only) + approval-gated execution with plugin registry,
audited autonomy policy, retry-then-fail. Gate: ruff clean, 20 tests green,
migration smoke ok, no leaks (full history).
2026-10-19 21:42:41 +00:00
cayce 73ccdf7bdf scanner + executor: discovery files proposals; execution gated on approval
ci / lint-test-leaks (pull_request) Canceled after 0s
scanner (read-only):
- sources from CAYCE_OPS_SCANNER_SOURCES JSON (rss + page types), stdlib only
- keyword scoring -> risk_score; kind via heuristics (affiliate/partnership/content_gap)
- idempotent: sha1 dedupe_key; repeated scans skip existing
- every proposal audited (actor daemon:scanner); source errors recorded, never fatal

executor (human gate):
- approve/reject audited with operator identity; only proposed -> approved
- AUTONOMOUS_MODE=true adds exactly one path: policy auto-approval
  (kinds allowlist + daily cap, actor auto:policy) — DECISIONS D5
- plugin registry by kind; unknown kinds fall back to log_action (D9)
- retries with max_attempts, then failed; every transition audited
- http_post plugin inert unless CAYCE_OPS_ENABLE_HTTP_ACTIONS=true

tests: 13 new (dedupe, keyword filter, autonomy bounds, retry-then-fail,
blocked http_post, fallback plugin) — 20 total passing
2026-10-19 21:42:34 +00:00
11 changed files with 1371 additions and 0 deletions
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"""executor package."""
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"""executor — executes APPROVED proposals through registered action plugins.
Guarantees
----------
- Only ``approved`` proposals execute (``AUTONOMOUS_MODE=false`` default).
- With ``AUTONOMOUS_MODE=true`` the executor gains exactly one capability:
bounded auto-approval of ``proposed`` items whose ``kind`` is in
``CAYCE_OPS_AUTONOMOUS_KINDS``, capped by ``CAYCE_OPS_AUTONOMOUS_DAILY_CAP``,
recorded with actor ``auto:policy`` (DECISIONS D5).
- Every transition writes an ``audit_log`` row: who approved, what ran,
plugin output, success/failure.
- Unknown proposal kinds fall back to the ``log_action`` plugin (never a
network side effect). See DECISIONS D9.
"""
from __future__ import annotations
from collections.abc import Callable
from datetime import UTC, datetime
from typing import Any
from sqlalchemy import func, select
from cayceops.components.executor import plugins as plugin_registry
from cayceops.config import Config
from cayceops.db import session_scope
from cayceops.models import AuditEntry, DaemonRun, Proposal, ProposalStatus, audit
Actor = str
# --- human transitions -------------------------------------------------------
def approve(proposal_id: int, actor: Actor, cfg: Config | None = None, sess=None) -> int:
"""Human approves a proposal. Audited with the operator's identity."""
return _decide(proposal_id, actor, ProposalStatus.APPROVED, cfg, sess)
def reject(proposal_id: int, actor: Actor, cfg: Config | None = None, sess=None) -> int:
"""Human rejects a proposal. Audited with the operator's identity."""
return _decide(proposal_id, actor, ProposalStatus.REJECTED, cfg, sess)
def _decide(
proposal_id: int,
actor: Actor,
decision: ProposalStatus,
cfg: Config | None,
sess,
) -> int:
owned = False
if sess is None:
outer = session_scope()
sess = outer.__enter__()
owned = True
try:
proposal = sess.get(Proposal, proposal_id)
if proposal is None:
return 1
if proposal.status != ProposalStatus.PROPOSED:
verb = "approve" if decision == ProposalStatus.APPROVED else "reject"
audit(
sess,
actor=actor,
action=verb,
proposal_id=proposal_id,
result="error",
detail={"reason": f"invalid state: {proposal.status.value}"},
)
return 1
proposal.status = decision
if decision == ProposalStatus.APPROVED:
proposal.approved_by = actor
proposal.approved_at = datetime.now(UTC)
verb = "approve" if decision == ProposalStatus.APPROVED else "reject"
audit(sess, actor=actor, action=verb, proposal_id=proposal_id)
return 0
finally:
if owned:
outer.__exit__(None, None, None)
# --- autonomous policy (the ONLY non-human approval path, D5) -----------------
def _auto_approve(cfg: Config, sess) -> int:
"""Auto-approve proposed items per policy. Returns count approved."""
if not cfg.autonomous_mode or not cfg.autonomous_kinds:
return 0
midnight = datetime.now(UTC).replace(hour=0, minute=0, second=0, microsecond=0)
used = (
sess.query(func.count(AuditEntry.id))
.filter(
AuditEntry.actor == "auto:policy",
AuditEntry.action == "approve",
AuditEntry.ts >= midnight,
)
.scalar()
)
budget = max(0, cfg.autonomous_daily_cap - int(used or 0))
approved = 0
if budget == 0:
return 0
candidates = (
sess.query(Proposal)
.filter(
Proposal.status == ProposalStatus.PROPOSED,
Proposal.kind.in_(cfg.autonomous_kinds),
)
.order_by(Proposal.risk_score.asc(), Proposal.id.asc())
.limit(budget)
.all()
)
for proposal in candidates:
proposal.status = ProposalStatus.APPROVED
proposal.approved_by = "auto:policy"
proposal.approved_at = datetime.now(UTC)
audit(
sess,
actor="auto:policy",
action="approve",
proposal_id=proposal.id,
detail={
"reason": "autonomous_mode policy",
"kind": proposal.kind,
"risk_score": proposal.risk_score,
"daily_cap": cfg.autonomous_daily_cap,
},
)
approved += 1
return approved
# --- execution ----------------------------------------------------------------
def execute_one(proposal: Proposal, cfg: Config, sess) -> bool:
"""Run the plugin for one approved proposal. Returns True on success."""
proposal.status = ProposalStatus.RUNNING
proposal.attempts += 1
audit(
sess,
actor="daemon:executor",
action="execute_start",
proposal_id=proposal.id,
detail={"plugin": proposal.kind, "attempt": proposal.attempts},
)
plugin = plugin_registry.REGISTRY.get(proposal.kind)
try:
if plugin is None:
outcome: dict[str, Any] = plugin_registry.log_action(proposal, cfg, sess)
outcome["plugin_fallback"] = True
outcome["note"] = f"no plugin registered for kind {proposal.kind!r}"
else:
outcome = plugin(proposal, cfg, sess)
except Exception as exc: # noqa: BLE001 — plugin boundary: capture for audit
audit(
sess,
actor="daemon:executor",
action="execute_error",
proposal_id=proposal.id,
result="error",
detail={"error": str(exc)[:300], "attempt": proposal.attempts},
)
if proposal.attempts >= cfg.max_attempts:
proposal.status = ProposalStatus.FAILED
audit(
sess,
actor="daemon:executor",
action="fail",
proposal_id=proposal.id,
result="error",
detail={"attempts": proposal.attempts},
)
else:
proposal.status = ProposalStatus.APPROVED # retry next run
return False
proposal.status = ProposalStatus.DONE
audit(
sess,
actor="daemon:executor",
action="execute_done",
proposal_id=proposal.id,
detail={"outcome": outcome},
)
return True
def run(cfg: Config | None = None, sess=None) -> int:
"""CLI entry: auto-approve per policy, then execute all approved items."""
from cayceops.config import load
from cayceops.db import engine as _engine
cfg = cfg or load()
owned = False
if sess is None:
outer = session_scope()
sess = outer.__enter__()
owned = True
try:
run_row = DaemonRun(daemon="executor")
sess.add(run_row)
sess.flush()
try:
auto = _auto_approve(cfg, sess)
pending = (
sess.query(Proposal)
.filter(Proposal.status == ProposalStatus.APPROVED)
.order_by(Proposal.approved_at.asc())
.all()
)
done = failed = 0
for proposal in pending:
if execute_one(proposal, cfg, sess):
done += 1
else:
failed += 1
run_row.status = "ok"
run_row.detail = {"auto_approved": auto, "done": done, "failed": failed}
except Exception as exc: # noqa: BLE001 — daemon boundary
run_row.status = "error"
run_row.detail = {"error": str(exc)[:300]}
run_row.finished_at = datetime.now(UTC)
return 1
run_row.finished_at = datetime.now(UTC)
return 0
finally:
if owned:
outer.__exit__(None, None, None)
_engine().dispose()
def select_approved(sess) -> list[Proposal]:
"""Helper for tests/tools: currently approved proposals, oldest first."""
return list(
sess.scalars(
select(Proposal)
.where(Proposal.status == ProposalStatus.APPROVED)
.order_by(Proposal.approved_at.asc())
).all()
)
ActionPlugin = Callable[[Proposal, Config, Any], dict]
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"""executor action plugins.
A plugin maps a proposal ``kind`` to a side effect. Plugins are repo code —
they are reviewed like everything else and must:
- take ``(proposal, cfg, sess)`` and return a JSON-safe dict (the audit outcome)
- do their own permission checks (see ``http_post`` + ENABLE_HTTP_ACTIONS)
- raise on failure (the executor captures the exception into the audit log)
"""
from __future__ import annotations
import json
import urllib.error
import urllib.request
from typing import Any
from cayceops.config import Config
from cayceops.models import Proposal, audit
REGISTRY: dict[str, Any] = {}
def register(kind: str):
"""Decorator: register an action plugin for a proposal kind."""
def deco(fn):
REGISTRY[kind] = fn
return fn
return deco
@register("log_action")
def log_action(proposal: Proposal, cfg: Config, sess) -> dict:
"""No-side-effect plugin: record the execution in the audit log only."""
return {"action": "logged", "title": proposal.title[:200]}
@register("http_post")
def http_post(proposal: Proposal, cfg: Config, sess) -> dict:
"""POST the proposal payload to a webhook.
Inert unless ``CAYCE_OPS_ENABLE_HTTP_ACTIONS=true``. Target URL comes from
the proposal detail (``detail['webhook_url']``) — operator-controlled data.
"""
if not cfg.enable_http_actions:
audit(
sess,
actor="daemon:executor",
action="http_post_blocked",
proposal_id=proposal.id,
result="error",
detail={"reason": "CAYCE_OPS_ENABLE_HTTP_ACTIONS is false"},
)
raise PermissionError("http_post disabled (CAYCE_OPS_ENABLE_HTTP_ACTIONS=false)")
url = (proposal.detail or {}).get("webhook_url", "")
if not url:
raise ValueError("proposal detail.webhook_url missing")
payload = json.dumps(
{"proposal_id": proposal.id, "kind": proposal.kind, "title": proposal.title}
).encode()
req = urllib.request.Request(
url,
data=payload,
headers={"Content-Type": "application/json"},
method="POST",
)
with urllib.request.urlopen(req, timeout=20.0) as resp: # noqa: S310
return {"action": "http_post", "status": resp.status}
# proposals from the scanner default to content_gap/affiliate/partnership kinds;
# until dedicated plugins exist for those kinds they must not do anything
# network-visible. register more plugins here as the operator approves them.
for _safe_kind in ("affiliate", "partnership", "content_gap", "other"):
REGISTRY.setdefault(_safe_kind, log_action)
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"""maild package."""
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"""maild classification: rules first, LLM optional, conservative threshold.
The LLM never decides alone: any result below ``CAYCE_OPS_LLM_REVIEW_THRESHOLD``
confidence becomes ``needs_review``. With the ``null`` provider (default) only
deterministic rules run.
"""
from __future__ import annotations
import json
import re
from cayceops.config import Config
from cayceops.models import MailClassification
_RULES: list[tuple[MailClassification, re.Pattern[str], float]] = [
# (class, pattern, confidence when matched)
(MailClassification.REJECTION, re.compile(r"\b(declin|reject|not able to|unable to|unfortunately|we regret|won.t be able)\w*", re.I), 0.9),
(MailClassification.APPROVAL, re.compile(r"\b(approv|accept|welcome to the|you.re (in|approved)|live|activated|glad to)\w*", re.I), 0.85),
(MailClassification.QUESTION, re.compile(r"\b(could you|can you|please (provide|clarify|confirm)|what (is|are)|how (do|does|can)|need more (info|details))\b", re.I), 0.7),
]
_LLM_PROMPT = """Classify this merchant email into exactly one of:
approval, rejection, question, other.
Reply with strict JSON: {"classification": "...", "confidence": 0.0-1.0}
Subject and body:
{body}"""
def _rules(text: str) -> tuple[MailClassification, float]:
for kind, pattern, confidence in _RULES:
if pattern.search(text):
return kind, confidence
return MailClassification.OTHER, 0.3
def _llm_classify(text: str, cfg: Config) -> tuple[MailClassification, float] | None:
"""Ask the configured LLM. Returns None on any failure (rules take over)."""
from cayceops.llm import get_provider
try:
provider = get_provider(cfg)
raw = provider.complete(_LLM_PROMPT.format(body=text[:4000]), system="You classify merchant emails. Reply with JSON only.")
data = json.loads(re.search(r"\{.*\}", raw, re.S).group(0))
kind = MailClassification(data["classification"].lower())
confidence = float(data["confidence"])
except Exception: # noqa: BLE001 — LLM is best-effort by design
return None
if kind not in MailClassification or kind is MailClassification.NEEDS_REVIEW:
return None
return kind, min(max(confidence, 0.0), 1.0)
def classify(text: str, cfg: Config) -> tuple[MailClassification, float]:
"""Classify merchant text. Degrades to rules when no LLM is configured."""
if cfg.llm_provider != "null":
llm_result = _llm_classify(text, cfg)
if llm_result is not None:
kind, confidence = llm_result
else: # LLM failed — fall through to rules
kind, confidence = _rules(text)
else:
kind, confidence = _rules(text)
if confidence < cfg.llm_review_threshold:
return MailClassification.NEEDS_REVIEW, confidence
return kind, confidence
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"""maild — classify merchant replies, draft responses, gated SMTP.
Flow
----
1. ``poll``: fetch unread inbound mail (IMAP), parse, thread to the proposal
via ``In-Reply-To`` of a previously-sent draft, classify (rules + optional
LLM), store, and create a REPLY DRAFT (never sent automatically).
2. ``approve_draft``: a human approves a specific draft (audited).
3. ``send_approved``: SMTP sends *only* drafts in state ``approved``.
Classification is conservative: anything below the confidence threshold becomes
``needs_review`` and no draft is generated.
Public signatures match the CLI: ``poll()``, ``approve_draft(id, actor)``,
``send_approved()``. The ``_*`` variants take an explicit session/fetcher for
tests and composition.
"""
from __future__ import annotations
import email
import email.policy
import imaplib
import smtplib
from datetime import UTC, datetime
from email.message import EmailMessage
from cayceops.components.maild.classify import classify as _classify_text
from cayceops.config import Config
from cayceops.db import session_scope
from cayceops.models import (
DaemonRun,
DraftStatus,
MailClassification,
MailDirection,
MailMessage,
Proposal,
audit,
)
# --- IMAP ---------------------------------------------------------------------
def connect_imap(cfg: Config) -> imaplib.IMAP4_SSL:
client = imaplib.IMAP4_SSL(cfg.imap_host, cfg.imap_port)
client.login(cfg.imap_user, cfg.imap_password)
client.select(cfg.imap_mailbox)
return client
def _fetch_unread(cfg: Config) -> list[bytes]:
"""Fetch raw unread messages. Returns list of raw RFC822 bytes."""
client = connect_imap(cfg)
try:
_, data = client.search(None, "UNSEEN")
raw_messages: list[bytes] = []
for num in data[0].split():
_, msg_data = client.fetch(num, "(RFC822)")
raw_messages.append(msg_data[0][1])
client.store(num, "+FLAGS", "\\Seen")
return raw_messages
finally:
client.logout()
# --- parsing ------------------------------------------------------------------
def parse_raw(raw: bytes) -> dict:
"""Parse raw RFC822 bytes into our flat dict shape."""
msg = email.message_from_bytes(raw, policy=email.policy.default)
body = ""
if msg.is_multipart():
for part in msg.walk():
if part.get_content_type() == "text/plain" and not part.get_filename():
body = part.get_content()
break
else:
body = msg.get_content()
reply_to = msg.get("In-Reply-To") or msg.get("References") or ""
message_id = (msg.get("Message-ID") or "").strip()
if not message_id:
message_id = f"<generated-{datetime.now(UTC).timestamp()}@localhost>"
# store the bare address (envelope-safe); display names stay out of the DB
from_addr = email.utils.parseaddr(msg.get("From") or "")[1].strip()[:320]
return {
"message_id": message_id[:998],
"in_reply_to": reply_to.split()[-1].strip() if reply_to.strip() else None,
"from_addr": from_addr,
"subject": (msg.get("Subject") or "").strip()[:998],
"body": body[:20000],
}
# --- proposal threading -------------------------------------------------------
def _match_proposal(parsed: dict, sess) -> Proposal | None:
"""Thread an inbound mail to its proposal via In-Reply-To of sent drafts."""
irt = parsed.get("in_reply_to")
if not irt:
return None
sent = (
sess.query(MailMessage)
.filter(
MailMessage.direction == MailDirection.OUTBOUND,
MailMessage.message_id == irt,
)
.one_or_none()
)
if sent is None or sent.proposal_id is None:
return None
return sess.get(Proposal, sent.proposal_id)
# --- drafts -------------------------------------------------------------------
_DRAFT_TEMPLATES = {
MailClassification.APPROVAL: (
"Hello,\n\nThank you for the approval regarding \"{title}\". "
"We will proceed on our side and follow up with the next steps.\n\nBest regards,\nCayce"
),
MailClassification.REJECTION: (
"Hello,\n\nThank you for considering \"{title}\". "
"We appreciate the reply and would welcome the chance to revisit in the future.\n\n"
"Best regards,\nCayce"
),
MailClassification.QUESTION: (
"Hello,\n\nRegarding \"{title}\": {question}\n\n"
"Could you help us with the details so we can move forward?\n\nBest regards,\nCayce"
),
}
def _build_draft(parsed: dict, kind: MailClassification, proposal: Proposal | None) -> str:
title = proposal.title if proposal else (parsed.get("subject") or "your message")
template = _DRAFT_TEMPLATES.get(kind)
if template is None:
return ""
question = (parsed.get("body") or "")[:200].strip() or "we had a question"
return template.format(title=title[:120], question=question)
# --- inbound pass ---------------------------------------------------------------
def _poll(cfg: Config, sess, fetcher=None) -> dict:
"""One inbound pass: parse, classify, thread, draft. Returns stats."""
stats = {"processed": 0, "drafted": 0, "needs_review": 0, "skipped": 0}
for raw in (fetcher or _fetch_unread)(cfg):
parsed = parse_raw(raw)
if (
sess.query(MailMessage)
.filter(MailMessage.message_id == parsed["message_id"])
.one_or_none()
):
stats["skipped"] += 1
continue
proposal = _match_proposal(parsed, sess)
kind, confidence = _classify_text(f"{parsed['subject']}\n{parsed['body']}", cfg)
if proposal is None and kind == MailClassification.APPROVAL:
# an approval we cannot thread is suspicious — human must look
kind = MailClassification.NEEDS_REVIEW
confidence = min(confidence, 0.4)
record = MailMessage(
direction=MailDirection.INBOUND,
message_id=parsed["message_id"],
in_reply_to=parsed["in_reply_to"],
from_addr=parsed["from_addr"] or None,
subject=parsed["subject"] or None,
body=parsed["body"],
classification=kind,
confidence=confidence,
proposal_id=proposal.id if proposal else None,
processed_at=datetime.now(UTC),
)
sess.add(record)
sess.flush()
audit(
sess,
actor="daemon:maild",
action="classify",
proposal_id=proposal.id if proposal else None,
detail={"classification": kind.value, "confidence": confidence},
)
stats["processed"] += 1
if kind == MailClassification.NEEDS_REVIEW:
stats["needs_review"] += 1
continue
if proposal is not None:
proposal.detail = {
**(proposal.detail or {}),
"merchant_status": kind.value,
"merchant_reply_at": datetime.now(UTC).isoformat(),
}
draft = _build_draft(parsed, kind, proposal)
if draft:
record.draft_reply = draft
record.draft_status = DraftStatus.DRAFTED
audit(
sess,
actor="daemon:maild",
action="draft_reply",
proposal_id=proposal.id if proposal else None,
detail={"mail_id": record.id},
)
stats["drafted"] += 1
return stats
# --- human gate: approve draft -------------------------------------------------
def _approve_draft(mail_id: int, actor: str, sess) -> int:
"""Human approves a drafted reply. Only then may SMTP send it."""
record = sess.get(MailMessage, mail_id)
if record is None or record.direction != MailDirection.INBOUND:
return 1
if record.draft_status != DraftStatus.DRAFTED:
audit(
sess,
actor=actor,
action="approve_draft",
proposal_id=record.proposal_id,
result="error",
detail={"reason": f"invalid draft state: {record.draft_status.value}"},
)
return 1
record.draft_status = DraftStatus.APPROVED
audit(
sess,
actor=actor,
action="approve_draft",
proposal_id=record.proposal_id,
detail={"mail_id": record.id},
)
return 0
# --- SMTP: only approved drafts ------------------------------------------------
def _smtp_send(cfg: Config, to_addr: str, subject: str, body: str, message_id: str) -> None:
msg = EmailMessage()
msg["From"] = cfg.mail_from
msg["To"] = to_addr
msg["Subject"] = subject
msg["Message-ID"] = message_id
msg.set_content(body)
with smtplib.SMTP(cfg.smtp_host, cfg.smtp_port, timeout=30) as server:
server.starttls()
server.login(cfg.smtp_user, cfg.smtp_password)
server.send_message(msg)
def _approved_by(sess, mail_id: int) -> str:
from cayceops.models import AuditEntry
for entry in sess.query(AuditEntry).all():
if entry.action == "approve_draft" and entry.detail.get("mail_id") == mail_id:
return entry.actor
return "unknown"
def _send_approved(cfg: Config, sess, sender=None) -> dict:
"""Send every APPROVED draft. Anything else stays untouched."""
stats = {"sent": 0, "blocked": 0}
pending = (
sess.query(MailMessage)
.filter(
MailMessage.direction == MailDirection.INBOUND,
MailMessage.draft_status == DraftStatus.APPROVED,
)
.all()
)
for record in pending:
to_addr = record.from_addr or ""
if not to_addr:
record.draft_status = DraftStatus.SKIPPED
stats["blocked"] += 1
continue
message_id = (
f"<cayce-draft-{record.id}-{int(datetime.now(UTC).timestamp())}@cayce-co.xyz>"
)
(sender or _smtp_send)(
cfg,
to_addr,
f"Re: {record.subject or 'your message'}",
record.draft_reply or "",
message_id,
)
approved_by = _approved_by(sess, record.id)
record.draft_status = DraftStatus.SENT
# store the Message-ID so future replies thread to this draft
record.message_id = message_id
audit(
sess,
actor="daemon:maild",
action="send_draft",
proposal_id=record.proposal_id,
detail={
"mail_id": record.id,
"message_id": message_id,
"approved_by": approved_by,
},
)
stats["sent"] += 1
return stats
# --- CLI wrappers (session scope lives here) ------------------------------------
def poll(cfg: Config | None = None) -> int:
from cayceops.config import load
from cayceops.db import engine
cfg = cfg or load()
try:
with session_scope() as sess:
run_row = DaemonRun(daemon="maild")
sess.add(run_row)
sess.flush()
try:
stats = _poll(cfg, sess)
except Exception as exc: # noqa: BLE001 — daemon boundary
run_row.status = "error"
run_row.detail = {"error": str(exc)[:300]}
run_row.finished_at = datetime.now(UTC)
return 1
run_row.status = "ok"
run_row.detail = stats
run_row.finished_at = datetime.now(UTC)
return 0
finally:
engine().dispose()
def approve_draft(mail_id: int, actor: str) -> int:
from cayceops.db import engine
try:
with session_scope() as sess:
return _approve_draft(mail_id, actor, sess)
finally:
engine().dispose()
def send_approved(cfg: Config | None = None) -> int:
from cayceops.config import load
from cayceops.db import engine
cfg = cfg or load()
try:
with session_scope() as sess:
_send_approved(cfg, sess)
return 0
finally:
engine().dispose()
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"""scanner package."""
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"""scanner — opportunity discovery. Proposes; never executes.
Sources come from ``CAYCE_OPS_SCANNER_SOURCES`` (JSON array):
[{"type": "rss", "url": "https://example.org/feed.xml"},
{"type": "page", "url": "https://example.org/partners"}]
Every discovered candidate becomes a ``proposals`` row with status ``proposed``
and a stable ``dedupe_key`` (sha1 of url-or-title) so repeated scans stay
idempotent. The scanner performs no side effects beyond writing proposals and
audit entries.
"""
from __future__ import annotations
import hashlib
import json
import re
import urllib.error
import urllib.request
from datetime import UTC, datetime
from html.parser import HTMLParser
from xml.etree import ElementTree
from cayceops.config import Config
from cayceops.db import session_scope
from cayceops.models import DaemonRun, Proposal, ProposalSource, ProposalStatus, audit
# kind classification heuristics (checked in order)
_KIND_PATTERNS = [
("partnership", re.compile(r"partner|collaborat|integrat", re.I)),
("affiliate", re.compile(r"affiliate|referral|commission|revenue\s*share", re.I)),
]
DEFAULT_KIND = "content_gap"
class _LinkCollector(HTMLParser):
"""Minimal HTML parser: page <title> + anchor (href, text) pairs."""
def __init__(self) -> None:
super().__init__()
self.title: str = ""
self.links: list[tuple[str, str]] = []
self._in_title = False
self._in_anchor = False
self._href = ""
self._text: list[str] = []
def handle_starttag(self, tag: str, attrs: list[tuple[str, str]]) -> None:
if tag == "title":
self._in_title = True
elif tag == "a":
self._in_anchor = True
self._href = dict(attrs).get("href", "")
self._text = []
def handle_endtag(self, tag: str) -> None:
if tag == "title":
self._in_title = False
elif tag == "a" and self._in_anchor:
self._in_anchor = False
text = " ".join("".join(self._text).split())
if self._href and text:
self.links.append((self._href, text))
def handle_data(self, data: str) -> None:
if self._in_title:
self.title += data
if self._in_anchor:
self._text.append(data)
def _fetch(url: str, cfg: Config, timeout: float = 20.0) -> bytes:
req = urllib.request.Request(
url, headers={"User-Agent": cfg.scanner_user_agent}, method="GET"
)
with urllib.request.urlopen(req, timeout=timeout) as resp: # noqa: S310
return resp.read()
def _parse_rss(body: bytes) -> list[tuple[str, str, str]]:
"""Return (title, link, description) tuples from an RSS/Atom feed."""
out: list[tuple[str, str, str]] = []
root = ElementTree.fromstring(body)
ns = {"atom": "http://www.w3.org/2005/Atom"}
for item in root.iter("item"): # RSS 2.0
title = item.findtext("title") or ""
link = item.findtext("link") or ""
desc = re.sub(r"<[^>]+>", " ", item.findtext("description") or "")
out.append((" ".join(title.split()), link, " ".join(desc.split())[:500]))
for entry in root.findall("atom:entry", ns): # Atom
title = entry.findtext("atom:title", namespaces=ns) or ""
link_el = entry.find("atom:link", ns)
link = link_el.get("href", "") if link_el is not None else ""
desc = re.sub(r"<[^>]+>", " ", entry.findtext("atom:summary", namespaces=ns) or "")
out.append((" ".join(title.split()), link, " ".join(desc.split())[:500]))
return out
def _parse_page(body: bytes) -> list[tuple[str, str, str]]:
"""Return (title=anchor text, link=href, description=page title) tuples."""
parser = _LinkCollector()
parser.feed(body.decode("utf-8", errors="replace"))
page_title = " ".join(parser.title.split())
return [(text, href, f"linked from page: {page_title}") for href, text in parser.links]
def _classify(title: str, description: str) -> str:
blob = f"{title}\n{description}"
for kind, pattern in _KIND_PATTERNS:
if pattern.search(blob):
return kind
return DEFAULT_KIND
def _score(title: str, description: str, keywords: list[str]) -> float:
blob = f"{title}\n{description}".lower()
hits = sum(1 for kw in keywords if kw.lower() in blob)
return round(min(hits / max(1, len(keywords)), 1.0), 3)
def scan(cfg: Config, sess, fetch=_fetch) -> dict:
"""Run one scan pass against all configured sources. Returns run stats."""
sources = json.loads(cfg.scanner_sources or "[]")
stats = {"sources": len(sources), "candidates": 0, "proposed": 0, "skipped_existing": 0}
existing = {
key
for (key,) in sess.query(Proposal.dedupe_key).filter(
Proposal.dedupe_key.isnot(None)
)
}
for src in sources:
url = src.get("url", "")
stype = src.get("type", "page")
if not url:
continue
try:
body = fetch(url, cfg)
except (urllib.error.URLError, OSError) as exc:
stats.setdefault("source_errors", []).append({"url": url, "error": str(exc)[:200]})
continue
items = _parse_rss(body) if stype == "rss" else _parse_page(body)
stats["candidates"] += len(items)
for title, link, desc in items:
text = title or link
if not text:
continue
keywords = cfg.scanner_keywords
score = _score(title or link, desc, keywords)
if score <= 0 and stype != "page":
continue # feeds must match at least one keyword; pages keep links
dedupe = hashlib.sha1((link or title).encode()).hexdigest()[:32] # noqa: S324
if dedupe in existing:
stats["skipped_existing"] += 1
continue
proposal = Proposal(
source=ProposalSource.SCANNER,
kind=_classify(text, desc),
title=text[:512],
url=(link or None)[:1024] if (link or None) else None,
detail={
"source_type": stype,
"source_url": url,
"summary": desc,
"scanned_at": datetime.now(UTC).isoformat(),
},
risk_score=score,
status=ProposalStatus.PROPOSED,
dedupe_key=dedupe,
)
sess.add(proposal)
sess.flush()
audit(
sess,
actor="daemon:scanner",
action="propose",
proposal_id=proposal.id,
detail={"kind": proposal.kind, "score": score, "source": stype},
)
existing.add(dedupe)
stats["proposed"] += 1
return stats
def run(cfg: Config | None = None) -> int:
"""CLI entry: one scan pass, wrapped in a DaemonRun record."""
from cayceops.config import load
from cayceops.db import engine
cfg = cfg or load()
try:
with session_scope() as sess:
run_row = DaemonRun(daemon="scanner")
sess.add(run_row)
sess.flush()
try:
stats = scan(cfg, sess)
except Exception as exc: # noqa: BLE001 — daemon boundary: record and fail cleanly
run_row.status = "error"
run_row.detail = {"error": str(exc)[:300]}
run_row.finished_at = datetime.now(UTC)
return 1
run_row.status = "ok"
run_row.detail = stats
run_row.finished_at = datetime.now(UTC)
return 0
finally:
engine().dispose()
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"""executor tests — human gate, autonomy bounds, retries, audit chain."""
from __future__ import annotations
import pytest
from cayceops.components.executor import executor, plugins
from cayceops.models import AuditEntry, Proposal, ProposalStatus
def _proposal(kind="content_gap", title="Test item", **kw):
return Proposal(kind=kind, title=title, **kw)
def test_approve_requires_proposed_state(cfg, sess):
p = _proposal()
sess.add(p)
sess.flush()
assert executor.approve(p.id, "gustavo", cfg(), sess) == 0
# second approve must fail (state is now approved)
assert executor.approve(p.id, "gustavo", cfg(), sess) == 1
assert p.approved_by == "gustavo"
assert p.status == ProposalStatus.APPROVED
def test_reject_records_actor(cfg, sess):
p = _proposal()
sess.add(p)
sess.flush()
assert executor.reject(p.id, "gustavo", cfg(), sess) == 0
assert p.status == ProposalStatus.REJECTED
def test_run_executes_only_approved(cfg, sess):
approved = _proposal(title="Approved item")
proposed = _proposal(title="Proposed item")
sess.add_all([approved, proposed])
sess.flush()
executor.approve(approved.id, "gustavo", cfg(), sess)
config = cfg() # AUTONOMOUS_MODE=false
assert executor.run(config, sess) == 0
assert approved.status == ProposalStatus.DONE
assert proposed.status == ProposalStatus.PROPOSED # untouched
acts = [a.action for a in sess.query(AuditEntry).order_by(AuditEntry.id).all()]
assert "execute_start" in acts and "execute_done" in acts
assert acts.count("approve") == 1
def test_autonomy_off_by_default(cfg, sess):
p = _proposal(kind="content_gap", title="Never auto-runs")
sess.add(p)
sess.flush()
config = cfg() # autonomous_mode False even with kinds configured
executor._auto_approve(config, sess)
assert p.status == ProposalStatus.PROPOSED
def test_autonomy_respects_kinds_and_daily_cap(cfg, sess):
p1 = _proposal(kind="content_gap", title="auto ok")
p2 = _proposal(kind="content_gap", title="auto over cap")
p3 = _proposal(kind="affiliate", title="kind not allowed")
sess.add_all([p1, p2, p3])
sess.flush()
config = cfg(
CAYCE_OPS_AUTONOMOUS_MODE="true",
CAYCE_OPS_AUTONOMOUS_KINDS="content_gap",
CAYCE_OPS_AUTONOMOUS_DAILY_CAP="1",
)
approved = executor._auto_approve(config, sess)
assert approved == 1
assert p1.status == ProposalStatus.APPROVED
assert p2.status == ProposalStatus.PROPOSED # cap reached
assert p3.status == ProposalStatus.PROPOSED # kind not in policy
actor = sess.query(AuditEntry).filter_by(action="approve").one().actor
assert actor == "auto:policy"
def test_failing_plugin_retries_then_fails(cfg, sess, monkeypatch):
p = _proposal(kind="affiliate", title="Will fail")
sess.add(p)
sess.flush()
executor.approve(p.id, "gustavo", cfg(), sess)
calls = {"n": 0}
def boom(proposal, cfg, sess):
calls["n"] += 1
raise RuntimeError("upstream exploded")
monkeypatch.setitem(plugins.REGISTRY, "affiliate", boom)
config = cfg(CAYCE_OPS_MAX_ATTEMPTS="2")
executor.run(config, sess) # attempt 1 -> back to approved for retry
assert p.status == ProposalStatus.APPROVED
assert p.attempts == 1
executor.run(config, sess) # attempt 2 -> failed for good
assert p.status == ProposalStatus.FAILED
assert p.attempts == 2
assert calls["n"] == 2
errors = sess.query(AuditEntry).filter_by(result="error").all()
assert any(a.action == "fail" for a in errors)
def test_http_post_blocked_when_disabled(cfg, sess):
p = _proposal(kind="affiliate", title=" webhook target")
p.detail = {"webhook_url": "https://hooks.example.org/ingest"}
sess.add(p)
sess.flush()
config = cfg() # CAYCE_OPS_ENABLE_HTTP_ACTIONS=false
with pytest.raises(PermissionError):
plugins.http_post(p, config, sess)
def test_unknown_kind_falls_back_to_log_action(cfg, sess):
p = _proposal(kind="brand_new_kind", title="No plugin yet")
sess.add(p)
sess.flush()
executor.approve(p.id, "gustavo", cfg(), sess)
assert executor.run(cfg(), sess) == 0
assert p.status == ProposalStatus.DONE
done = sess.query(AuditEntry).filter_by(action="execute_done").one()
assert done.detail["outcome"]["plugin_fallback"] is True
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"""maild tests — parsing, classification, threading, gated send. Invented data only."""
from __future__ import annotations
from cayceops.components.maild import classify as clf
from cayceops.components.maild import maild
from cayceops.models import (
AuditEntry,
DraftStatus,
MailClassification,
MailDirection,
MailMessage,
Proposal,
ProposalStatus,
)
OUTBOUND_MSGID = "<cayce-draft-1-1000@cayce-co.xyz>"
def _eml(subject: str, body: str, in_reply_to: str | None = None, msgid: str | None = None) -> bytes:
lines = [
"From: Partner Desk <partners@acme.example.org>",
"To: agent@cayce-co.xyz",
f"Subject: {subject}",
f"Message-ID: {msgid or '<acme-reply-1@acme.example.org>'}",
]
if in_reply_to:
lines.append(f"In-Reply-To: {in_reply_to}")
lines += ["MIME-Version: 1.0", "Content-Type: text/plain; charset=utf-8", "", body]
return "\r\n".join(lines).encode()
def _proposal_with_sent_draft(sess) -> Proposal:
p = Proposal(kind="partnership", title="Acme hotel affiliate program", status=ProposalStatus.APPROVED)
sess.add(p)
sess.flush()
sess.add(
MailMessage(
direction=MailDirection.OUTBOUND,
message_id=OUTBOUND_MSGID,
to_addr="partners@acme.example.org",
subject="[cayce] partnership inquiry",
proposal_id=p.id,
draft_status=DraftStatus.SENT,
)
)
sess.flush()
return p
# --- classifier ---------------------------------------------------------------
def test_rules_classification(cfg):
config = cfg()
assert clf.classify("Your application was approved, welcome to the program", config)[0] is MailClassification.APPROVAL
assert clf.classify("Unfortunately we cannot accept new partners", config)[0] is MailClassification.REJECTION
assert clf.classify("Could you provide your traffic numbers?", config)[0] is MailClassification.QUESTION
kind, confidence = clf.classify("grocery list", config)
assert kind is MailClassification.OTHER or kind is MailClassification.NEEDS_REVIEW
def test_low_confidence_becomes_needs_review(cfg):
config = cfg(CAYCE_OPS_LLM_REVIEW_THRESHOLD="0.95")
kind, confidence = clf.classify("Your application was approved, welcome", config)
assert kind is MailClassification.NEEDS_REVIEW
assert confidence < 0.95
# --- inbound pass ---------------------------------------------------------------
def test_poll_threads_approval_and_drafts_reply(cfg, sess):
p = _proposal_with_sent_draft(sess)
raw = _eml("Re: [cayce] partnership inquiry", "Approved! Welcome to the Acme partner program.", in_reply_to=OUTBOUND_MSGID)
stats = maild._poll(cfg(), sess, fetcher=lambda cfg: [raw])
assert stats["processed"] == 1 and stats["drafted"] == 1
inbound = sess.query(MailMessage).filter_by(direction=MailDirection.INBOUND).one()
assert inbound.classification is MailClassification.APPROVAL
assert inbound.proposal_id == p.id
assert inbound.draft_status is DraftStatus.DRAFTED
assert inbound.draft_reply and "approval" in inbound.draft_reply.lower()
assert p.detail["merchant_status"] == "approval"
assert p.status is ProposalStatus.APPROVED # lifecycle untouched by maild
def test_poll_idempotent_on_message_id(cfg, sess):
_proposal_with_sent_draft(sess)
raw = _eml("Re: hi", "Approved, welcome to the program.", in_reply_to=OUTBOUND_MSGID)
fetcher = lambda cfg: [raw]
assert maild._poll(cfg(), sess, fetcher=fetcher)["processed"] == 1
assert maild._poll(cfg(), sess, fetcher=fetcher)["skipped"] == 1
def test_unthreaded_approval_needs_review(cfg, sess):
raw = _eml("Great news", "Approved! Welcome aboard.") # no In-Reply-To
stats = maild._poll(cfg(), sess, fetcher=lambda cfg: [raw])
inbound = sess.query(MailMessage).filter_by(direction=MailDirection.INBOUND).one()
assert inbound.classification is MailClassification.NEEDS_REVIEW
assert stats["needs_review"] == 1
assert inbound.draft_status is DraftStatus.NONE # no draft for review items
def test_question_gets_clarification_draft(cfg, sess):
_proposal_with_sent_draft(sess)
raw = _eml("Re: inquiry", "Could you provide your monthly traffic?", in_reply_to=OUTBOUND_MSGID)
maild._poll(cfg(), sess, fetcher=lambda cfg: [raw])
inbound = sess.query(MailMessage).filter_by(direction=MailDirection.INBOUND).one()
assert inbound.classification is MailClassification.QUESTION
assert inbound.draft_status is DraftStatus.DRAFTED
assert "traffic" in inbound.draft_reply
# --- human gate -------------------------------------------------------------------
def test_send_blocked_without_approval(cfg, sess, monkeypatch):
_proposal_with_sent_draft(sess)
raw = _eml("Re: inquiry", "Approved, welcome to the program.", in_reply_to=OUTBOUND_MSGID)
maild._poll(cfg(), sess, fetcher=lambda cfg: [raw])
sent = []
config = cfg(CAYCE_OPS_MAIL_FROM="agent@cayce-co.xyz")
stats = maild._send_approved(config, sess, sender=lambda *a, **k: sent.append(a))
assert stats["sent"] == 0 and sent == []
assert sess.query(MailMessage).filter_by(direction=MailDirection.INBOUND).one().draft_status is DraftStatus.DRAFTED
def test_send_requires_explicit_human_approval(cfg, sess):
_proposal_with_sent_draft(sess)
raw = _eml("Re: inquiry", "Approved, welcome to the program.", in_reply_to=OUTBOUND_MSGID)
maild._poll(cfg(), sess, fetcher=lambda cfg: [raw])
inbound = sess.query(MailMessage).filter_by(direction=MailDirection.INBOUND).one()
assert maild._approve_draft(inbound.id, "gustavo", sess) == 0
sent = []
config = cfg(CAYCE_OPS_MAIL_FROM="agent@cayce-co.xyz")
stats = maild._send_approved(config, sess, sender=lambda *a, **k: sent.append(a))
assert stats["sent"] == 1
assert inbound.draft_status is DraftStatus.SENT
assert sent[0][1] == "partners@acme.example.org"
row = sess.query(AuditEntry).filter_by(action="send_draft").one()
assert "gustavo" in str(row.detail)
def test_double_approve_is_rejected(cfg, sess):
_proposal_with_sent_draft(sess)
raw = _eml("Re: inquiry", "Approved, welcome to the program.", in_reply_to=OUTBOUND_MSGID)
maild._poll(cfg(), sess, fetcher=lambda cfg: [raw])
inbound = sess.query(MailMessage).filter_by(direction=MailDirection.INBOUND).one()
assert maild._approve_draft(inbound.id, "gustavo", sess) == 0
assert maild._approve_draft(inbound.id, "gustavo", sess) == 1
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"""scanner tests — discovery, classification, dedupe. No network (injected fetch)."""
from __future__ import annotations
import json
from cayceops.components.scanner import scanner
from cayceops.models import Proposal, ProposalStatus
RSS = b"""<?xml version="1.0"?>
<rss><channel>
<item><title>Acme launches affiliate program for hotels</title>
<link>https://acme.example.org/affiliates</link>
<description>Earn commission on every booking.</description></item>
<item><title>Weekly crypto digest</title>
<link>https://news.example.org/digest</link>
<description>Everything unrelated.</description></item>
</channel></rss>"""
PAGE = b"""<html><head><title>Partners</title></head><body>
<a href="https://pay.example.org/partner">Become a payment partner</a>
<a href="https://pay.example.org/docs">API docs</a>
</body></html>"""
def _fake_fetch(responses):
def fetch(url, cfg, timeout=20.0):
return responses[url]
return fetch
SOURCES = [
{"type": "rss", "url": "https://feeds.example.org/news.xml"},
{"type": "page", "url": "https://pay.example.org/partners"},
]
def _cfg(cfg, **kw):
return cfg(
CAYCE_OPS_SCANNER_SOURCES=json.dumps(SOURCES),
CAYCE_OPS_SCANNER_KEYWORDS="affiliate,partner,bitcoin,commission",
**kw,
)
def test_scan_files_proposals_with_kind_and_score(cfg, sess):
config = _cfg(cfg)
stats = scanner.scan(config, sess, fetch=_fake_fetch({
"https://feeds.example.org/news.xml": RSS,
"https://pay.example.org/partners": PAGE,
}))
assert stats["proposed"] == 3 # affiliate item + both page links (pages keep all)
proposals = sess.query(Proposal).all()
by_title = {p.title: p for p in proposals}
affiliate = by_title["Acme launches affiliate program for hotels"]
assert affiliate.kind == "affiliate"
assert affiliate.status == ProposalStatus.PROPOSED
assert affiliate.risk_score > 0
assert affiliate.dedupe_key
partner = by_title["Become a payment partner"]
assert partner.kind == "partnership"
def test_scan_is_idempotent_via_dedupe(cfg, sess):
config = _cfg(cfg)
scanner.scan(config, sess, fetch=_fake_fetch({
"https://feeds.example.org/news.xml": RSS,
"https://pay.example.org/partners": PAGE,
}))
stats2 = scanner.scan(config, sess, fetch=_fake_fetch({
"https://feeds.example.org/news.xml": RSS,
"https://pay.example.org/partners": PAGE,
}))
assert stats2["proposed"] == 0
assert stats2["skipped_existing"] == 3
def test_scan_filters_keywordless_feed_items(cfg, sess):
config = _cfg(cfg)
scanner.scan(config, sess, fetch=_fake_fetch({
"https://feeds.example.org/news.xml": RSS,
"https://pay.example.org/partners": PAGE,
}))
titles = {p.title for p in sess.query(Proposal).all()}
assert "Weekly crypto digest" not in titles # no keyword match in feed -> dropped
def test_scan_records_audit_for_each_proposal(cfg, sess):
from cayceops.models import AuditEntry
config = _cfg(cfg)
scanner.scan(config, sess, fetch=_fake_fetch({
"https://feeds.example.org/news.xml": RSS,
"https://pay.example.org/partners": PAGE,
}))
acts = [a.action for a in sess.query(AuditEntry).all()]
assert acts.count("propose") == 3
assert all(a.actor == "daemon:scanner" for a in sess.query(AuditEntry).all())
def test_scan_survives_source_error(cfg, sess):
def broken_fetch(url, cfg, timeout=20.0):
raise OSError("connection refused")
config = _cfg(cfg)
stats = scanner.scan(config, sess, fetch=broken_fetch)
assert stats["proposed"] == 0
assert len(stats["source_errors"]) == 2