lean_ctx_server/server/call_tool/

policy.rs

// SPDX-License-Identifier: Apache-2.0
#[allow(clippy::wildcard_imports)]
use super::super::*;
use super::roots_list_failure_is_permanent;

/// #1783: how long the one-shot `roots/list` probe may take before the session
/// gives up on it and serves tools with the project root it already has.
///
/// `Peer::list_roots` is generated by rmcp's `method!(peer_req …)` arm, which
/// calls `send_request` — and that hands the request
/// `PeerRequestOptions::no_options()`, i.e. `timeout: None`. rmcp offers a
/// `peer_req_with_timeout` variant (it uses it for `create_elicitation`) and
/// deliberately does not use it here, so this await never returns on its own
/// when the client stops answering.
///
/// That is a hazard *in this position specifically*: `resolve_roots_once` runs
/// in `call_tool_guarded`'s pre-dispatch stage — before the handler watchdog,
/// which only covers the dispatch itself. A probe that never returns therefore
/// wedges every subsequent tool call, reads and searches included, with no
/// deadline able to reclaim it and no recovery short of restarting the process.
///
/// Ten seconds is far above a healthy reply (the client answers from a
/// capability list it already holds in memory) and far below the ~120s budget
/// an MCP host allows a single tool call.
const ROOTS_LIST_TIMEOUT: std::time::Duration = std::time::Duration::from_secs(10);

/// How many `roots/list` probes a session may spend before it stops asking.
/// Shared by the transport-error and timeout paths so an unresponsive client
/// cannot cost more than this many probes over the session's lifetime.
const ROOTS_LIST_MAX_ATTEMPTS: u32 = 3;

impl LeanCtxServer {
    /// The agent a guard's audit entry names: the registered bus agent, else
    /// the session's presence id, else this process's identity
    /// (`LEAN_CTX_AGENT_ID`, else `local`).
    pub(crate) async fn audit_agent_id(&self) -> String {
        if let Some(agent) = self.agent_id.read().await.clone() {
            return agent;
        }
        self.presence_agent_id
            .read()
            .await
            .clone()
            .unwrap_or_else(|| lean_ctx::core::agent_identity::current_agent_id().to_owned())
    }

    /// Role and policy-pack tool gating. A denial is a tool error carrying
    /// the reason, audited for `agent_id`.
    pub(crate) fn guard_role_and_policy(name: &str, agent_id: &str) -> Option<CallToolResult> {
        let role_check = role_guard::check_tool_access_as(name, agent_id);
        if let Some(denied) = role_guard::into_call_tool_result(&role_check) {
            tracing::warn!(
                tool = name,
                role = %role_check.role_name,
                "Tool blocked by role policy"
            );
            return Some(denied);
        }

        // #673 — context-policy-pack tool gating. Additive to the role guard:
        // a pack's `allow_tools`/`deny_tools` are enforced here. No-op (allow)
        // when no policy pack is active, so existing behavior is unchanged.
        let policy_check = policy_guard::check_tool_access_as(name, agent_id);
        if let Some(denied) = policy_guard::into_call_tool_result(&policy_check) {
            tracing::warn!(
                tool = name,
                policy = ?policy_check.policy_name,
                "Tool blocked by context policy pack"
            );
            return Some(denied);
        }
        None
    }

    /// Egress DLP on agent writes and actions. A block is a tool error,
    /// audited for `agent_id`.
    pub fn guard_egress(
        guard_name: &str,
        guard_args: Option<&serde_json::Map<String, serde_json::Value>>,
        agent_id: &str,
    ) -> Option<CallToolResult> {
        // #676 — egress / output DLP on agent writes & actions. Inspect the
        // payload of write/action tools BEFORE dispatch so a forbidden write
        // never touches disk and a forbidden command never runs. Only the
        // agent's tool-driven egress is governed here (a human's own editor
        // writes never pass through this path). No-op unless the active pack has
        // an `[egress]` section. Payload mapping (incl. all ctx_patch bodies)
        // lives in `core::egress::write_payload` — shared with `policy enforce`.
        if let Some(active) = lean_ctx::core::policy::runtime::active()
            && active.egress.is_active()
        {
            let target = lean_ctx::core::egress::write_payload(guard_name, guard_args);
            if let Some((payload, kind)) = target {
                if let Some(reason) = active.egress.check_content(&payload, &active.redaction) {
                    tracing::warn!(tool = guard_name, %reason, "agent egress blocked by policy");
                    policy_guard::audit_egress(guard_name, &reason, agent_id);
                    return Some(CallToolResult::error(vec![ContentBlock::text(format!(
                        "[POLICY BLOCKED] {kind} blocked by context policy pack egress rule \
                         ({reason}). Review the effective local or organization \
                         egress policy."
                    ))]));
                }
                if let Some(max) = active.egress.max_writes_per_min
                    && !lean_ctx::core::egress::check_rate(max)
                {
                    tracing::warn!(tool = guard_name, max, "agent egress rate limit exceeded");
                    policy_guard::audit_egress(guard_name, "rate-limit", agent_id);
                    return Some(CallToolResult::error(vec![ContentBlock::text(format!(
                        "[POLICY BLOCKED] {kind} rate limit exceeded ({max}/min) by context \
                         policy pack. Slow agent writes/actions or adjust .lean-ctx/policy.toml."
                    ))]));
                }
            }
        }
        None
    }

    /// Active-workflow tool gating. A refusal is a tool error carrying the
    /// reason, like a role or policy denial.
    pub(super) async fn guard_workflow(&self, name: &str) -> Option<CallToolResult> {
        use lean_ctx::core::workflow::ToolGate;
        // The decision is `core::workflow::tool_gate`, shared with the
        // `ctx_call` gate in `server/dispatch/mod.rs`.
        let run = self.workflow.read().await.clone()?;
        match lean_ctx::core::workflow::tool_gate(&run, name, WORKFLOW_PASSTHROUGH_TOOLS) {
            ToolGate::Pass => None,
            ToolGate::Expired => {
                let mut wf = self.workflow.write().await;
                *wf = None;
                let _ = lean_ctx::core::workflow::clear_active();
                None
            }
            ToolGate::Refuse(reason) => {
                Some(CallToolResult::error(vec![ContentBlock::text(reason)]))
            }
        }
    }

    /// The session's rights profile (process-v1 §9): a denied tool, or any
    /// tool while the rights file is unusable, is refused with its rule.
    /// An alias is judged under the name of the handler it runs too.
    pub(crate) fn guard_session_rights(&self, name: &str) -> Option<CallToolResult> {
        let canonical = self
            .registry
            .as_ref()
            .and_then(|registry| registry.get_arc(name))
            .map_or(name, |tool| tool.rights_name());
        lean_ctx::core::session_rights::current()
            .check_tool_as(name, canonical)
            .err()
            .map(|reason| CallToolResult::error(vec![ContentBlock::text(reason)]))
    }

    /// Resolve project root from MCP client roots (once per session).
    /// Called on the first tool call. If the client supports `roots/list`,
    /// we query it and pick the best root with project markers.
    ///
    /// Roots is SEP-2577-deprecated in rmcp 2.0 but still fully functional; we
    /// keep it for client-driven project-root auto-detection until MCP removes it.
    #[expect(deprecated)]
    pub(super) async fn resolve_roots_once(&self) {
        use std::sync::atomic::Ordering;
        // A launcher-bound Workspace is the only root authority (#2120): the
        // client is not asked for roots, the session follows the snapshot.
        match lean_ctx::core::workspace_authority::current() {
            lean_ctx::core::workspace_authority::Authority::Legacy => {}
            lean_ctx::core::workspace_authority::Authority::Workspace(snapshot) => {
                drop(self.bind_workspace_roots(&snapshot).await);
                return;
            }
            lean_ctx::core::workspace_authority::Authority::Unavailable(_) => return,
        }
        if !self.has_client_roots.load(Ordering::Relaxed) {
            return;
        }
        if self.roots_resolved.swap(true, Ordering::Relaxed) {
            return;
        }
        let peer_guard = self.peer.read().await;
        let Some(peer) = peer_guard.as_ref() else {
            return;
        };
        // #1783: clone the handle and release the lock *before* awaiting. The
        // request below can hang indefinitely, and holding `self.peer` across it
        // would block every writer as well.
        let peer = peer.clone();
        drop(peer_guard);

        let list_result = match tokio::time::timeout(ROOTS_LIST_TIMEOUT, peer.list_roots()).await {
            Ok(Ok(r)) => r,
            Ok(Err(e)) => {
                let permanent = roots_list_failure_is_permanent(&e);
                let attempts = self.roots_list_attempts.fetch_add(1, Ordering::Relaxed) + 1;
                if !permanent && attempts < ROOTS_LIST_MAX_ATTEMPTS {
                    self.roots_resolved.store(false, Ordering::Relaxed);
                }
                tracing::warn!(
                    "roots/list failed (attempt {attempts}, {}): {e}",
                    if permanent {
                        "client does not implement it — giving up"
                    } else if attempts < ROOTS_LIST_MAX_ATTEMPTS {
                        "will retry on a later tool call"
                    } else {
                        "retry budget exhausted"
                    }
                );
                return;
            }
            Err(_elapsed) => {
                // A silent peer is not a permanent failure — it may be busy or
                // mid-restart — so this consumes the same retry budget as a
                // transport error rather than giving up forever.
                let attempts = self.roots_list_attempts.fetch_add(1, Ordering::Relaxed) + 1;
                if attempts < ROOTS_LIST_MAX_ATTEMPTS {
                    self.roots_resolved.store(false, Ordering::Relaxed);
                }
                tracing::warn!(
                    "roots/list timed out after {}s (attempt {attempts}, {}) — \
                     serving tools with the project root we already have",
                    ROOTS_LIST_TIMEOUT.as_secs(),
                    if attempts < ROOTS_LIST_MAX_ATTEMPTS {
                        "will retry on a later tool call"
                    } else {
                        "retry budget exhausted"
                    }
                );
                return;
            }
        };

        let uris: Vec<String> = list_result.roots.iter().map(|r| r.uri.clone()).collect();
        drop(self.adopt_client_roots(&uris).await);
        // Indices warm lazily on first use of a tool that needs them (#152) —
        // the dispatch path for this very call handles it via
        // `index_orchestrator::ensure_warm_for_tool`, so no eager scan here.
    }

    /// Adopt the roots a client reported. A different project gets its own
    /// session instance (see [`Self::switch_session_root`]) and the
    /// previous instance stays with the calls already bound to it (AP04-G1).
    /// A shared (HTTP daemon) session is fixed to the root it was created
    /// for and takes no client's roots: one client's roots must neither move
    /// nor widen the session every other client works in (AP04-G5).
    ///
    /// Returns the detached session saves; callers may drop them.
    pub(crate) async fn adopt_client_roots(
        &self,
        uris: &[String],
    ) -> Vec<tokio::task::JoinHandle<()>> {
        if lean_ctx::core::workspace_authority::is_configured() {
            tracing::warn!(
                "MCP roots: ignored — this server is bound to a launcher Workspace ({})",
                lean_ctx::core::workspace_authority::ENV_FILE
            );
            return Vec::new();
        }
        let validated_paths = roots::valid_dir_paths_from_uris(uris);
        let Some(selection) = roots::root_selection_from_uris(uris) else {
            return Vec::new();
        };
        let new_root = selection.chosen_root.clone();
        // Defense-in-depth: never adopt a broad/unsafe root (HOME, `/`, agent
        // sandbox dirs) even if the client reports it — it would pollute the
        // session and resolve relative paths against the wrong tree.
        if lean_ctx::core::pathutil::is_broad_or_unsafe_root(std::path::Path::new(&new_root)) {
            tracing::warn!("MCP roots: ignoring unsafe project root {new_root}");
            return Vec::new();
        }
        if self.session_mode == crate::tools::SessionMode::Shared {
            tracing::warn!(
                "MCP roots: shared session keeps its own root; ignoring client roots ({new_root})"
            );
            return Vec::new();
        }
        // AP04-G7: the choice among several roots is kept (#699) and recorded
        // so it can be named (`ctx_session status`, `/api/scope`).
        lean_ctx::core::root_selection::record(&selection);

        let other_roots: Vec<String> = validated_paths
            .iter()
            .filter(|p| p.as_str() != new_root)
            .cloned()
            .collect();
        if !other_roots.is_empty() {
            tracing::info!("MCP roots: {} extra root(s) registered", other_roots.len());
        }
        let live = self.session.live();
        if live.read().await.project_root.as_deref() == Some(&new_root) {
            let mut session = live.write().await;
            if !other_roots.is_empty() {
                session.extra_roots = other_roots;
            }
            // Under the guard `prepare_save` only detaches a copy; see
            // `switch_session_root` (#1783).
            let prepared = session.prepare_save().ok();
            drop(session);
            return publish_saves([prepared]);
        }
        self.switch_session_root(
            &live,
            SessionSwitch {
                new_root: &new_root,
                extra_roots: other_roots,
                shell_cwd: None,
                rebind_request: false,
            },
        )
        .await
        .unwrap_or_default()
    }

    /// Keep the live session inside the Workspace snapshot (#2120): its root
    /// stays where it is while a granting root contains it, else moves to the
    /// primary root; its extra roots are exactly the snapshot's other roots,
    /// so a detached root leaves the session on the next call.
    pub(crate) async fn bind_workspace_roots(
        &self,
        snapshot: &lean_ctx::core::workspace_authority::Snapshot,
    ) -> Vec<tokio::task::JoinHandle<()>> {
        let live = self.session.live();
        let current = live.read().await.project_root.clone();
        let root = snapshot.project_root_for(current.as_deref().unwrap_or(""));
        let extra_roots: Vec<String> = snapshot
            .granting_roots()
            .map(|(path, _)| path.to_string_lossy().into_owned())
            .filter(|path| *path != root)
            .collect();
        if current.as_deref() == Some(root.as_str()) {
            let mut session = live.write().await;
            if session.extra_roots != extra_roots {
                session.extra_roots = extra_roots;
            }
            return Vec::new();
        }
        self.switch_session_root(
            &live,
            SessionSwitch {
                new_root: &root,
                extra_roots,
                shell_cwd: None,
                rebind_request: false,
            },
        )
        .await
        .unwrap_or_default()
    }

    /// Install a session for `new_root` in place of `current` — the session
    /// this server itself left that project with, or a fresh one; a rootless
    /// session is carried over — and save both. The one way a session changes
    /// project: client roots and a re-root after path resolution both come
    /// here (AP04-G1/G6). `None`: `current` is no longer live, another switch
    /// won.
    ///
    /// Never the project's latest saved session: that is whichever agent
    /// saved last — taking it over handed one agent's private task, findings
    /// and decisions to another and let both write one session file (AP01
    /// §1/§3, ABNAHME I07/C06). A server starts with its own fresh session
    /// (`new_with_startup`); resuming a saved one is the explicit
    /// `ctx_session load`.
    pub(crate) async fn switch_session_root(
        &self,
        current: &lean_ctx::core::session::SharedSession,
        switch: SessionSwitch<'_>,
    ) -> Option<Vec<tokio::task::JoinHandle<()>>> {
        let SessionSwitch {
            new_root,
            extra_roots,
            shell_cwd,
            rebind_request,
        } = switch;
        // The new project's own configuration (and trust) decides its
        // configured extra roots, never the project being left.
        // Under a Workspace the snapshot alone names the roots (#2120).
        let configured_extra = if lean_ctx::core::workspace_authority::is_configured() {
            Vec::new()
        } else {
            lean_ctx::core::policy::runtime::in_project(new_root, || {
                lean_ctx::core::config::Config::load().extra_roots
            })
        };
        let own = self.session.own_session_id(new_root).and_then(|id| {
            lean_ctx::core::session::SessionState::load_by_id_for_project_root(&id, new_root)
                .ok()
                .flatten()
        });
        // Under the guard `prepare_save` only detaches a copy of the session:
        // no file, configuration or policy input is read, so a slow or
        // unavailable policy refresh cannot hold this lock. Storage admission,
        // the authority re-check and the write all happen in `write_to_disk`
        // on the blocking pool, after the guard is dropped.
        // This runs before the handler watchdog on every call once the probe
        // re-arms, and `call_tool_guarded` needs `session.read()` for each tool;
        // tokio's RwLock is write-preferring, so blocking file I/O held here
        // would park every later call behind it with nothing able to cancel it
        // (#1783).
        let mut session = current.write().await;
        let old_root = session.project_root.clone();
        tracing::info!("session: switching project root from {old_root:?} to {new_root}");
        if let Some(old_root) = old_root.as_deref() {
            self.session.remember_own(old_root, &session.id);
        }
        let carried = old_root.is_none().then(|| session.clone());
        let mut next = own.or(carried).unwrap_or_default();
        next.extra_roots = extra_roots;
        for configured in configured_extra {
            if !next.extra_roots.contains(&configured) {
                next.extra_roots.push(configured);
            }
        }
        next.project_root = Some(new_root.to_owned());
        if shell_cwd.is_some() {
            next.shell_cwd = shell_cwd;
        }
        // The new project's first save is admitted under it, not the project left.
        let next_save =
            lean_ctx::core::policy::runtime::in_project(new_root, || next.prepare_save().ok());
        let old_save = old_root
            .is_some()
            .then(|| session.prepare_save().ok())
            .flatten();
        let next = std::sync::Arc::new(tokio::sync::RwLock::new(next));
        if !self.session.replace_if_live(current, next.clone()) {
            return None;
        }
        if rebind_request {
            // The calling request continues in the new project, consistently.
            self.session.rebind(next);
            lean_ctx::core::policy::runtime::bind_request_project(Some(new_root));
        }
        drop(session);
        Some(publish_saves([old_save, next_save]))
    }
}

/// What [`LeanCtxServer::switch_session_root`] installs.
pub(crate) struct SessionSwitch<'a> {
    pub(crate) new_root: &'a str,
    pub(crate) extra_roots: Vec<String>,
    /// `None` keeps the shell directory of the session taken over.
    pub(crate) shell_cwd: Option<String>,
    /// Whether the calling request moves to the new session (a re-root it
    /// caused itself) or stays bound to the old one (a host's root change).
    pub(crate) rebind_request: bool,
}

fn publish_saves(
    saves: impl IntoIterator<Item = Option<lean_ctx::core::session::PreparedSave>>,
) -> Vec<tokio::task::JoinHandle<()>> {
    saves
        .into_iter()
        .flatten()
        .map(|prepared| {
            tokio::task::spawn_blocking(move || {
                // A refused or failed save publishes nothing and is never
                // acknowledged, so the live session keeps its pending
                // changes for the next batch save.
                if let Err(error) = prepared.publish() {
                    tracing::debug!("session save not published: {error}");
                }
            })
        })
        .collect()
}

#[cfg(test)]
mod session_rights_tests {
    use crate::tools::registered::ctx_execute::session_rights_fixture::developer;

    /// F4: `denied_tools: ["ctx_shell"]` also closes the `shell` alias, which
    /// runs the same handler.
    #[test]
    fn session_rights_denied_ctx_shell_also_denies_the_shell_alias() {
        let fx = developer(&["ctx_shell"]);
        let server = crate::tools::create_server();
        lean_ctx::core::session_rights::sync_scope(fx.state(), || {
            for name in ["shell", "ctx_shell"] {
                let refused = server
                    .guard_session_rights(name)
                    .unwrap_or_else(|| panic!("{name} must be refused"));
                assert_eq!(refused.is_error, Some(true), "{name}");
            }
            assert!(server.guard_session_rights("ctx_read").is_none());
        });
        assert!(
            server.guard_session_rights("shell").is_none(),
            "no profile outside the scope"
        );
    }
}

#[cfg(test)]
mod workflow_gate_tests {
    use lean_ctx::core::context_admission::stored::lineage_support::{governed, project, scoped};
    use lean_ctx::core::policy::runtime::TestPolicyOverride;
    use lean_ctx::core::workflow::gate::test_support::{review, workflow_file};
    use lean_ctx::core::workflow::{is_withheld_sentinel, load_active, save_active};
    use rmcp::model::CallToolResult;

    fn text(result: &CallToolResult) -> String {
        result
            .content
            .first()
            .and_then(|block| block.as_text())
            .map(|block| block.text.clone())
            .unwrap_or_default()
    }

    /// The direct gate under the stand-in for a withheld workflow: closed for
    /// pass-through tools and write actions alike, not opened by its age, the
    /// stored workflow untouched. Control: a real run still expires and still
    /// lets its pass-through tools pass.
    #[tokio::test(flavor = "multi_thread", worker_threads = 2)]
    async fn the_direct_gate_keeps_a_withheld_workflow_closed() {
        let _data = governed();
        let _community = TestPolicyOverride::set(None);
        let (_directory, root) = project();
        let (_other_directory, other) = project();
        scoped(&root, || save_active(&review())).expect("saved in its project");
        let stored = std::fs::read(workflow_file()).expect("stored workflow");

        // The server loads the workflow outside its project: closed.
        let server = crate::tools::LeanCtxServer::new_with_project_root(Some(&other));
        let mut closed = scoped(&other, load_active)
            .expect("load")
            .expect("a withheld workflow is still a workflow");
        assert!(is_withheld_sentinel(&closed));
        closed.updated_at = chrono::Utc::now() - chrono::Duration::minutes(45);
        *server.workflow.write().await = Some(closed);

        for tool in ["ctx_read", "ctx_session", "ctx_ledger"] {
            let refused = server
                .guard_workflow(tool)
                .await
                .unwrap_or_else(|| panic!("{tool} must be refused"));
            // A refusal is a tool error, like a role or policy denial.
            assert_eq!(refused.is_error, Some(true), "{tool}");
            let reason = text(&refused);
            assert!(
                reason.contains("withheld by the context gateway"),
                "{reason}"
            );
            assert!(!reason.contains("review"), "{reason}");
        }
        assert!(server.guard_workflow("ctx_workflow").await.is_none());
        let still = server.workflow.read().await.clone().expect("not cleared");
        assert!(is_withheld_sentinel(&still));
        assert_eq!(
            std::fs::read(workflow_file()).expect("kept"),
            stored,
            "the withheld workflow is byte-identical on disk"
        );

        // Control: a real run passes its pass-through tools, refuses others,
        // and is cleared once it is stale.
        let mut real = review();
        *server.workflow.write().await = Some(real.clone());
        assert!(server.guard_workflow("ctx_read").await.is_none());
        assert!(server.guard_workflow("ctx_session").await.is_none());
        assert!(server.guard_workflow("ctx_shell").await.is_some());
        real.updated_at = chrono::Utc::now() - chrono::Duration::minutes(31);
        *server.workflow.write().await = Some(real);
        assert!(server.guard_workflow("ctx_shell").await.is_none());
        assert!(
            server.workflow.read().await.is_none(),
            "a stale run is cleared"
        );
    }
}