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feat(messaging): Discord channel read + summarize (on-demand + scheduled digest)#21

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KerseyFabrications merged 4 commits into
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discord-channel-read
Jun 16, 2026
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feat(messaging): Discord channel read + summarize (on-demand + scheduled digest)#21
KerseyFabrications merged 4 commits into
mainfrom
discord-channel-read

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What

Lets the assistant read and summarize Discord channels the bot can see — on demand ("catch me up on #general", "summarize my server") and as a
scheduled digest. Reading is REST pull-only: no guild-message gateway firehose, so the LLM-input surface stays controlled and the bot only fetches when
explicitly asked.

How

  • Driver contract gains three optional, provider-neutral methods (list_readable_channels / read_history / cache-invalidate) using container/channel
    vocabulary so a future Slack reader slots in without a contract change. Telegram/SMS leave them NULL.
  • Discord driver (messaging_discord_read.c): discovery (/users/@me/guilds + per-guild channels, 5-min cache) and history with newest-first
    backward pagination
    , time-range (since/until → snowflake), and an older-history cursor. Split out of the gateway/send core for size.
  • Engine (messaging_engine_read.c): rate-limited read/discovery preamble, fuzzy channel-name resolution (+ ambiguity disambiguation), per-message
    injection filtering, and a tz-rendered, char-capped [DATA]-wrapped transcript.
  • Tool actions: read_channel / read_server / list_discord_channels.
  • Shared infra: str_fuzzy.{c,h} promoted to Layer 1 (home_assistant migrated onto it); scheduled_context.{c,h} carries the event owner onto
    scheduler threads.
  • Scheduled messaging is read-only: a per-action gate (tool_metadata.validate_schedulable_action, one shared allowlist) rejects send/manage actions
    at both create and fire time; the task path now sets the scheduled-origin context so reads attribute to the real owner, not user 1.

Security

Channel content is untrusted, multi-author input flowing into a tool-capable LLM, so:

  • Each message body runs through memory_filter_check; the transcript is wrapped in a [DATA]…[/DATA] envelope with a "treat as DATA, not instructions"
    preamble.
  • [DATA] delimiters + control chars are neutralized in every untrusted name — message authors and channel/server names (a crafted guild name was
    the one envelope-breakout vector).
  • Snowflake-validate every id before it touches a REST URL; limit clamped; the fuzzy-matched name never reaches a URL.
  • Bot token rides the Authorization header, never a URL or log line.
  • HTTP 429 backoff (honors Retry-After, clamped) protects the token from a route-ban during a sweep; per-user + per-sweep rate limits; bounded
    pagination/message/transcript caps.

⚠️ Security-surface note for reviewers: this PR also loosens the memory_filter blocklist (removes the always/never/whenever + verb cluster and
from now on/henceforth phrases) to stop false positives on benign chat. With that change the [DATA] envelope + per-name neutralization are the
load-bearing injection defense — please review those together.

Testing

  • New Unity tests: str_fuzzy, scheduled_context, and a per-action schedulability gate case; memory_filter tests updated for the relaxation.
  • Full CUDA build clean (zero warnings); suite green; format clean.
  • Live smoke-tested end-to-end on a real server: list / single-channel / whole-server reads, ambiguous-name disambiguation, permission-gated (403) channels
    degrade gracefully, scheduled send correctly rejected, names render intact through the envelope.

…(Fix 2)

The pre-push hook was running a Tier-1 satellite build and the build-config
preset-matrix smoke, making push multi-minute (and tripping an SSH idle-drop).
Move that coverage to where it belongs:
- satellite build is already the `satellite-build` CI job — drop the duplicate.
- the server daemon link+start smoke is the `docker-build` job's `dawn --help`
  (the only stock-runner place the binary links: it pulls ONNX + Piper, which
  aren't apt packages). Annotated accordingly.
- the full ML preset matrix can't run on stock runners for the same reason, so
  ./tests/smoke_test.sh stays a developer/release-time check (documented in the
  hook header).

pre-push.hook 170->116 lines, now fast-only (tests-ci + ctest -L ci).
…led digest)

Friday can now read and summarize Discord channels the bot can see — on
demand ("catch me up on #general") or as a scheduled digest. Reading is
REST pull-only (no guild gateway firehose): newest-first backward
pagination with time-range (since/until) and an older-history cursor.

- Driver contract: optional list_readable_channels / read_history
  (messaging_read_window_t) / cache-invalidate. Discord implements them;
  the REST read path is split into messaging_discord_read.c for size.
- Engine: messaging_engine_read.c orchestrates discovery (5-min cache),
  fuzzy name resolution, per-message injection filtering + [DATA]
  envelope, and a tz-rendered transcript with a streaming char cap;
  opts-struct APIs (read_channel / read_server).
- Tool: read_channel / read_server / list_discord_channels actions.
- str_fuzzy.{c,h} promoted to Layer 1 (shared with home_assistant);
  scheduled_context.{c,h} carries the event owner onto scheduler threads.

Scheduled messaging is read-only. A per-action schedulability gate
(tool_metadata.validate_schedulable_action, one shared allowlist) rejects
send/manage actions at BOTH create time and fire time. The scheduler task
path now sets the scheduled-origin context, so the gate fires there too
and reads attribute to the real event owner, not user 1.

Loosen the memory_filter blocklist to stop benign-chat false positives.

Test: build clean; 35/35 test_tool_registry incl. the per-action gate;
new str_fuzzy + scheduled_context unit tests; full suite green; format clean.
Address the five-agent review of the Discord read/summarize feature:
- SEC (HIGH): neutralize untrusted channel/server names at every transcript
  site — a crafted guild name could break the [DATA] envelope and reach the
  LLM as instructions. Shared sanitize_inline + strbuf_append_inline cover the
  channel/server preambles, both disambiguation lists, and the list output.
- SEC: honor Discord 429 (CURLINFO_RETRY_AFTER, clamped 60s / default 5s) via
  an s_rate_backoff_until gate that fast-fails reads without a network call, so
  a sweep can't hammer the route into a bot-token ban.
- Clamp read_server's per-channel emit budget to the transcript cap so a
  section can't overshoot it; break guild discovery at DC_MAX_CHANNELS instead
  of fetching every remaining guild for dropped results.
- Provider-neutral find_read_capable_driver() replaces the hardcoded
  find_driver("discord") in the read path.
- scheduler: return SUCCESS in scheduler_execute_task + explicit
  no-early-return invariants around the scheduled-context set/clear.
- Drop a dead author ternary; fix the snowflake-size mirror comment.

Build clean; full suite green; format clean.
@qodo-code-review

qodo-code-review Bot commented Jun 15, 2026

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Code Review by Qodo

🐞 Bugs (0) 📘 Rule violations (0)

Context used
✅ Compliance rules (platform): 27 rules

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Action required

1. Transcript newline line-forging ✓ Resolved 🐞 Bug ⛨ Security
Description
Untrusted message bodies are inserted into the transcript without collapsing control
characters/newlines, allowing a Discord message to inject additional fake transcript lines inside
the [DATA] envelope. This breaks transcript structure and increases prompt-injection risk even
though [DATA]/[/DATA] markers are neutralized.
Code

src/messaging/messaging_engine_read.c[R319-396]

+      char *body;
+      if (content && content[0] && memory_filter_check(content)) {
+         OLOG_WARNING("messaging: read filtered an injection-pattern message from '%s'", author);
+         *filtered_out += 1;
+         body = strdup("[message withheld by the injection-safety filter]");
+      } else if (!content || !content[0]) {
+         body = strdup("[no text content]");
+      } else {
+         body = neutralize_delimiters(content);
+      }
+
+      msgs[count].ts = ts_obj ? json_object_get_int64(ts_obj) : 0;
+      msgs[count].is_bot = bot_obj ? json_object_get_int(bot_obj) : 0;
+      snprintf(msgs[count].id, sizeof(msgs[count].id), "%s",
+               id_obj ? json_object_get_string(id_obj) : "");
+      msgs[count].author = sanitize_inline(author); /* attacker-controlled — sanitize */
+      msgs[count].content = body;
+      if (!msgs[count].author || !msgs[count].content) {
+         free(msgs[count].author);
+         free(msgs[count].content);
+         continue; /* skip on OOM; index-skip preserves newest-first ordering */
+      }
+      count++;
+   }
+   json_object_put(arr);
+   *out = msgs;
+   return count;
+}
+
+static void free_messages(read_msg_t *msgs, int count) {
+   if (!msgs) {
+      return;
+   }
+   for (int i = 0; i < count; i++) {
+      free(msgs[i].author);
+      free(msgs[i].content);
+   }
+   free(msgs);
+}
+
+/* Emit messages (newest-first input) as chronological `[HH:MM] author: body`
+ * lines with day separators into `sb`, keeping the NEWEST within `char_budget`.
+ * Returns the number of messages emitted (compare to `count` for truncation). */
+static int emit_message_lines(strbuf_t *sb, read_msg_t *msgs, int count, size_t char_budget) {
+   /* Newest-first budget walk: keep indices [0, kept) — the newest `kept`. */
+   int kept = 0;
+   size_t used = 0;
+   for (int i = 0; i < count; i++) {
+      size_t est = strlen(msgs[i].author) + strlen(msgs[i].content) + MSG_READ_LINE_OVERHEAD;
+      if (used + est > char_budget && kept > 0) {
+         break;
+      }
+      used += est;
+      kept++;
+   }
+   /* Emit kept messages oldest→newest (reverse of the newest-first array). */
+   int prev_yday = -1;
+   int prev_year = -1;
+   for (int i = kept - 1; i >= 0; i--) {
+      struct tm tm_msg;
+      time_t t = (time_t)msgs[i].ts;
+      char hhmm[8] = "--:--";
+      if (msgs[i].ts > 0 && localtime_r(&t, &tm_msg)) {
+         strftime(hhmm, sizeof(hhmm), "%H:%M", &tm_msg);
+         if (tm_msg.tm_yday != prev_yday || tm_msg.tm_year != prev_year) {
+            /* Include the year — dormant channels span multiple years, and a
+             * year-less "January 1" is ambiguous.  %-e drops %e's leading-space
+             * pad so single-digit days don't double-space. */
+            char daybuf[48];
+            strftime(daybuf, sizeof(daybuf), "%A, %B %-e, %Y", &tm_msg);
+            strbuf_appendf(sb, "--- %s ---\n", daybuf);
+            prev_yday = tm_msg.tm_yday;
+            prev_year = tm_msg.tm_year;
+         }
+      }
+      strbuf_appendf(sb, "[%s] %s%s: %s\n", hhmm, msgs[i].is_bot ? "[bot] " : "", msgs[i].author,
+                     msgs[i].content);
+   }
Evidence
Bodies are only passed through neutralize_delimiters(), then interpolated verbatim into a
single-line transcript format; any embedded newline becomes an extra transcript line.

src/messaging/messaging_engine_read.c[282-346]
src/messaging/messaging_engine_read.c[361-396]

Agent prompt
The issue below was found during a code review. Follow the provided context and guidance below and implement a solution

## Issue description
`messaging_engine_read.c` neutralizes `[DATA]` delimiters but does not sanitize message-body control characters/newlines. Since the formatter emits each message as a single `"[HH:MM] author: body\n"` line, embedded newlines in `body` can forge extra transcript lines.

## Issue Context
Inline fields (author/channel/server) are sanitized for control chars, but bodies are not.

## Fix Focus Areas
- src/messaging/messaging_engine_read.c[319-346]
 - Add a body sanitization step that at least converts CR/LF/TAB and other ASCII control chars to safe sequences (e.g., `\n` or spaces), while preserving readability.
- src/messaging/messaging_engine_read.c[394-395]
 - Ensure the emitted transcript cannot be structurally altered by message content (no raw newlines).

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Remediation recommended

2. Task gate not enforced ✓ Resolved 🐞 Bug ⛨ Security
Description
scheduler_execute_task() does not call tool_registry_validate_schedulable() at fire time, so
tool-level per-action schedulability gates (validate_schedulable_action) are not generically
enforced for scheduled TASK events. This can let disallowed actions run if a legacy/hand-edited DB
row (or future bug) reaches the scheduler, despite the PR adding a shared create+fire validator.
Code

src/core/scheduler.c[R398-410]

+   /* Publish the scheduled-origin context so the callback resolves the real
+    * event owner (not the user-1 fallback) and so action-level schedulability
+    * gates (e.g. messaging's read-only-when-scheduled rule) fire at fire time.
+    * The briefing path does the same around its step loop.
+    * INVARIANT: no early return between set and clear — keep the callback the
+    * only statement in the bracket so a leaked owner can't cross to another
+    * scheduled fire on this thread. */
+   scheduled_context_set(event->user_id);
+
   int should_respond = 0;
   char *result = callback(event->tool_action, value_buf, &should_respond);

+   scheduled_context_clear();
Evidence
The scheduler task path validates only TOOL_CAP_SCHEDULABLE + enabled, then directly calls the
callback. The shared validator explicitly enforces validate_schedulable_action, but is not used in
the task fire path.

src/core/scheduler.c[355-417]
src/tools/tool_registry.c[581-621]

Agent prompt
The issue below was found during a code review. Follow the provided context and guidance below and implement a solution

## Issue description
`src/core/scheduler.c:scheduler_execute_task()` executes the tool callback without invoking `tool_registry_validate_schedulable()`, so the new per-action schedulability gate (`validate_schedulable_action`) is not consistently enforced at TASK fire time.

## Issue Context
You introduced `tool_metadata.validate_schedulable_action` and extended `tool_registry_validate_schedulable(tool_name, tool_action, ...)` specifically so create-time and fire-time share one verdict. Briefings already call it per-step, but tasks do not.

## Fix Focus Areas
- src/core/scheduler.c[355-417]
 - Call `tool_registry_validate_schedulable(event->tool_name, event->tool_action, event->tool_value, err_buf, sizeof(err_buf))` before invoking the callback.
 - On failure: log the error and return FAILURE without invoking the tool.

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3. Empty discovery cached on parse ✓ Resolved 🐞 Bug ☼ Reliability
Description
dc_list_readable_channels() caches and returns an empty channel list when the guilds JSON parse
fails or is not an array, instead of failing the call. A transient/truncation parse failure can
therefore hide channels for the full cache TTL (5 minutes) and cause downstream "unknown channel"
behavior.
Code

src/messaging/messaging_discord_read.c[R524-585]

+   /* Build fresh OUTSIDE the cache lock (network I/O). */
+   char url[256];
+   snprintf(url, sizeof(url), "%s/users/@me/guilds", DC_REST_BASE_URL);
+   curl_buffer_t resp;
+   curl_buffer_init_with_max(&resp, DC_REST_RESP_MAX);
+   if (dc_rest_get(url, &resp) != SUCCESS) {
+      curl_buffer_free(&resp);
+      return FAILURE;
+   }
+   struct json_object *guilds = resp.data ? json_tokener_parse(resp.data) : NULL;
+   curl_buffer_free(&resp);
+
+   struct json_object *out_arr = json_object_new_array();
+   if (!out_arr) {
+      if (guilds) {
+         json_object_put(guilds);
+      }
+      return FAILURE;
+   }
+   if (guilds && json_object_is_type(guilds, json_type_array)) {
+      int n = (int)json_object_array_length(guilds);
+      if (n > DC_GUILD_SCAN_MAX) {
+         OLOG_WARNING("discord: bot in %d guilds; scanning first %d for readable channels", n,
+                      DC_GUILD_SCAN_MAX);
+         n = DC_GUILD_SCAN_MAX;
+      }
+      for (int i = 0; i < n; i++) {
+         struct json_object *g = json_object_array_get_idx(guilds, i);
+         struct json_object *gid = NULL, *gname = NULL;
+         if (!json_object_object_get_ex(g, "id", &gid)) {
+            continue;
+         }
+         json_object_object_get_ex(g, "name", &gname);
+         dc_collect_guild_channels(json_object_get_string(gid),
+                                   gname ? json_object_get_string(gname) : NULL, out_arr);
+         /* Stop fetching further guilds once the channel cap is reached —
+          * dc_collect_guild_channels only gates appends, so without this we'd
+          * keep issuing a REST call per remaining guild for results we'd drop. */
+         if (json_object_array_length(out_arr) >= DC_MAX_CHANNELS) {
+            break;
+         }
+      }
+   }
+   if (guilds) {
+      json_object_put(guilds);
+   }
+
+   char *built = strdup(json_object_to_json_string_ext(out_arr, JSON_C_TO_STRING_PLAIN));
+   json_object_put(out_arr);
+   if (!built) {
+      return FAILURE;
+   }
+
+   /* Publish to cache + return a copy. */
+   pthread_mutex_lock(&s_chan_cache_mutex);
+   free(s_chan_cache_json);
+   s_chan_cache_json = built;
+   s_chan_cache_at = now;
+   *out_json = strdup(s_chan_cache_json);
+   pthread_mutex_unlock(&s_chan_cache_mutex);
+   return (*out_json) ? SUCCESS : FAILURE;
+}
Evidence
The code parses guilds, but if parsing fails it simply skips the enumeration loop and still caches
out_arr (empty) as the authoritative list for subsequent calls.

src/messaging/messaging_discord_read.c[524-585]

Agent prompt
The issue below was found during a code review. Follow the provided context and guidance below and implement a solution

## Issue description
On `/users/@me/guilds` parse failure, `dc_list_readable_channels()` still serializes `out_arr` (empty) and publishes it to the cache, effectively poisoning discovery for the TTL.

## Issue Context
`dc_rest_get()` already gates on HTTP 2xx, but truncated bodies / partial writes / unexpected payloads can still make `json_tokener_parse()` fail.

## Fix Focus Areas
- src/messaging/messaging_discord_read.c[524-569]
 - If `guilds == NULL` OR `!json_object_is_type(guilds, json_type_array)`, treat as FAILURE (and avoid caching).
 - Optionally log a warning when parsing fails.
- src/messaging/messaging_discord_read.c[571-584]
 - Only publish to cache when discovery succeeded.

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Pull request overview

Adds a pull-based Discord “read & summarize” capability to the messaging subsystem, including on-demand channel/server reads and scheduled digests, while tightening scheduled-action safety via a per-action schedulability gate and scheduled-origin user context propagation.

Changes:

  • Extend the messaging driver contract + Discord driver to support readable-channel discovery and REST history reads (with caching, pagination, and 429 backoff).
  • Add a new messaging-engine read path that resolves channels via shared fuzzy matching, filters/neutralizes untrusted content, and emits [DATA] transcripts for summarization.
  • Introduce scheduled-origin thread-local context + per-action schedulability validation (create-time and fire-time), update tests/docs/hooks accordingly, and relax memory_filter patterns to reduce false positives.

Reviewed changes

Copilot reviewed 29 out of 29 changed files in this pull request and generated 7 comments.

Show a summary per file
File Description
tests/test_tool_registry.c Updates schedulability validation tests for the new per-action gate and signature change.
tests/test_str_fuzzy.c Adds unit tests for the shared fuzzy matching helper.
tests/test_scheduled_context.c Adds unit tests for scheduled-origin thread-local context.
tests/test_memory_filter.c Updates tests to match the relaxed injection-pattern blocklist behavior.
tests/CMakeLists.txt Registers new Unity unit test targets for str_fuzzy and scheduled_context.
src/tools/tool_registry.c Adds tool_action parameter and enforces optional per-action schedulability gate.
src/tools/scheduler_tool.c Passes tool_action through schedulability validation on schedule creation.
src/tools/messaging_tool.c Adds read_channel / read_server / list_discord_channels, scheduled gating, and scheduled-origin user resolution.
src/tools/homeassistant_service.c Migrates Home Assistant name matching to shared str_fuzzy.
src/messaging/messaging_engine.c Adds read-path rate limiters and driver selection for read-capable providers.
src/messaging/messaging_engine_read.c Implements discovery, fuzzy resolution, transcript shaping, filtering, and read/list APIs.
src/messaging/messaging_discord.c Splits read path into separate TU, shares token/constants, wires driver hooks, and shuts down read path on teardown.
src/messaging/messaging_discord_read.c Implements Discord REST discovery (cached) + history fetch with pagination and 429 backoff.
src/core/str_fuzzy.c New shared fuzzy matcher implementation.
src/core/scheduler.c Publishes scheduled-origin context around tool execution; validates steps with tool action.
src/core/scheduled_context.c New thread-local scheduled-origin context implementation.
src/core/memory_filter.c Relaxes blocklist patterns (removes always/never/whenever+verb and temporal phrases).
pre-push.hook Narrows pre-push checks to fast CI-parity targets; defers heavier builds to GitHub Actions.
install-git-hooks.sh Updates hook descriptions to match the streamlined pre-push behavior.
include/tools/tool_registry.h Adds validate_schedulable_action to tool metadata and updates validation API signature/docs.
include/messaging/messaging_engine.h Adds public APIs and option structs for channel/server read + channel listing.
include/messaging/messaging_engine_internal.h Exposes read-path rate limiters and read-capable driver lookup internally.
include/messaging/messaging_driver.h Extends driver contract with optional readable-channel listing, history reads, and cache invalidation.
include/messaging/messaging_discord_internal.h Adds Discord internal shared constants/token and snowflake validator for split TUs.
include/core/str_fuzzy.h Declares shared fuzzy matching helper and scoring constants.
include/core/scheduled_context.h Declares scheduled-origin thread-local context API.
docs/MESSAGING_CHANNELS_SETUP.md Documents Discord read/summarize workflows and scheduled digests.
CMakeLists.txt Adds new core sources and enables new messaging read components under ENABLE_WEBUI.
.github/workflows/ci.yml Clarifies docker-build as the daemon link+start smoke test home.

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Comment on lines +224 to +237
int score = str_fuzzy_score(cand_norm, needle);
if (score < MSG_READ_FUZZY_THRESHOLD) {
continue;
}
if (cand_n < MSG_READ_MAX_CANDIDATES) {
cand_idx[cand_n++] = i;
}
if (score > best_score) {
best_score = score;
best_idx = i;
best_count = 1;
} else if (score == best_score) {
best_count++;
}
Comment on lines +277 to +281
/* Parse the driver's read_history JSON (newest-first) into a heap array of
* displayable messages, applying type filtering, the injection filter, and
* delimiter neutralization. Returns count; *out set to a malloc'd array
* (caller frees each .author/.content then the array). *filtered_out counts
* messages dropped by the injection filter. */
Comment thread src/tools/messaging_tool.c Outdated
Comment on lines +182 to +197
/* Optional 'before' older-history cursor: a message id (snowflake). Accept
* only digits so it can't be anything but an id. */
const char *before_id = NULL;
struct json_object *before_obj = NULL;
if (json_object_object_get_ex(details, "before", &before_obj)) {
const char *b = json_object_get_string(before_obj);
if (b && b[0]) {
before_id = b;
for (const char *p = b; *p; p++) {
if (*p < '0' || *p > '9') {
before_id = NULL; /* not a bare id → ignore */
break;
}
}
}
}
Comment thread include/messaging/messaging_engine.h Outdated
Comment on lines +208 to +211
* Returns the text/announcement channels of every server the bot has joined,
* grouped by server, using the driver's discovery cache — does NOT fetch any
* message history, so it doesn't consume a read budget. Optional
* @p server_hint filters to one server (fuzzy). Discord-only in v1.
Comment thread docs/MESSAGING_CHANNELS_SETUP.md
Comment thread docs/MESSAGING_CHANNELS_SETUP.md Outdated
Comment on lines +199 to +209
Because `read_channel` is a normal schedulable tool, you can ask for a recurring
digest delivered to a channel:

- "Every weekday at 8am, summarize #announcements and send it to my Discord DM."

The scheduler runs the read, the assistant summarizes, and the summary is
delivered to the channel you named (see [Delivering scheduled
events](#delivering-scheduled-events-to-a-channel)). Deliver digests to a **DM**
rather than back into a channel the digest itself reads, so tomorrow's digest
doesn't summarize today's. (Only `read_channel` is allowed to run from a
schedule — `send` and other actions require a live conversation.)
Comment on lines +55 to +61
size_t i;
for (i = 0; s[i] != '\0'; i++) {
if (s[i] < '0' || s[i] > '9') {
return false;
}
}
return i <= DC_SNOWFLAKE_MAX_DIGITS;
@qodo-code-review

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PR Summary by Qodo

feat(messaging): Discord channel read + summarize (on-demand + scheduled digest)
✨ Enhancement ⚙️ Configuration changes 🕐 40+ Minutes

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Walkthroughs

Description
• Adds REST pull-only Discord channel reading: read_channel, read_server, and
  list_discord_channels with fuzzy resolution and time bounds.
• Extends the messaging driver contract with optional discovery/history hooks; Discord implements
  them in a split read module.
• Hardens LLM injection safety for untrusted channel content via [DATA] envelope,
  delimiter/control-char neutralization, and per-message filtering.
• Makes scheduled messaging read-only via per-action schedulability gates enforced at
  schedule-create and fire time.
• Propagates scheduled task ownership into tool callbacks using new scheduled_context thread-local
  context.
• Promotes str_fuzzy to shared core and adds unit tests; trims pre-push to fast-only checks and
  documents CI smokes.
Diagram
graph TD
    User(["User / Scheduler"]) --> MT["messaging_tool.c\nread_* actions"] --> ER["messaging_engine_read.c\nresolve · filter · transcript"] --> DR["messaging_discord_read.c\nREST read"]

    ST["scheduler_tool.c\ncreate schedule"] --> TR["tool_registry.c\nvalidate_schedulable"] --> MT
    SCH["scheduler.c\nfire schedule"] --> SC["scheduled_context.c\nthread-local user_id"] --> MT

    ER --> SF["str_fuzzy.c\nscore names"] --> ER
    ER --> MF["memory_filter.c\ncheck messages"] --> ER

    DR --> DI["messaging_discord_internal.h\ntoken + snowflake"]
    DD["messaging_discord.c\nsend/gateway"] --> DI

    subgraph Legend
      direction LR
      _ext{{"External"}} ~~~ _mod["Module"] ~~~ _hdr(["Header/Infra"])
    end
Loading
High-Level Assessment

The following are alternative approaches to this PR:

1. Gateway firehose + local message cache
  • ➕ Instant reads (no REST latency)
  • ➕ Potentially richer context from continuous capture
  • ➖ Significantly larger untrusted-input surface feeding a tool-capable LLM
  • ➖ More operational complexity (storage, retention, privacy expectations)
  • ➖ Harder to guarantee user-intent-based fetching
2. Webhook-driven ingestion
  • ➕ Near real-time without polling
  • ➕ Decouples reads from user prompts
  • ➖ Requires public HTTP endpoint and verification
  • ➖ Still pushes untrusted content proactively
  • ➖ More infra/security surface than pull-only reads
3. Isolate summarization in a separate process/service
  • ➕ Stronger sandboxing boundary around untrusted transcripts
  • ➕ Easier to apply resource limits
  • ➖ Adds deployment and IPC complexity
  • ➖ Does not remove need for envelope/sanitization; defenses still required

Recommendation: The pull-only REST design is the best fit for controlling LLM input surface: content is fetched only when requested or via an explicit scheduled digest. Given the deliberate memory_filter relaxation, reviewers should focus on the envelope + name sanitization + snowflake validation + rate limiting/backoff, which are now the primary injection/abuse mitigations.

Grey Divider

File Changes

Enhancement (13)
scheduled_context.h Add scheduled-origin context API (thread-local) +61/-0

Add scheduled-origin context API (thread-local)

• Introduces a small Layer-1 API to publish/clear/query the owning user_id for scheduled execution contexts so tools can attribute scheduled runs correctly.

include/core/scheduled_context.h


messaging_driver.h Extend driver contract with optional channel discovery + history read hooks +73/-0

Extend driver contract with optional channel discovery + history read hooks

• Adds provider-neutral read window struct and optional driver vtable methods for listing readable channels, reading history, and invalidating discovery cache.

include/messaging/messaging_driver.h


messaging_engine.h Expose engine APIs for channel/server reading and channel listing +107/-0

Expose engine APIs for channel/server reading and channel listing

• Adds option structs and public engine functions for 'read_channel', 'read_server', and 'list_discord_channels', including rate-limit and driver-not-registered error cases.

include/messaging/messaging_engine.h


messaging_engine_internal.h Expose read rate limiters and read-capable driver lookup internally +7/-0

Expose read rate limiters and read-capable driver lookup internally

• Exports new read rate limiters and 'find_read_capable_driver()' so the read engine can remain provider-neutral.

include/messaging/messaging_engine_internal.h


tool_registry.h Add per-action schedulability gate hook to tool metadata +16/-0

Add per-action schedulability gate hook to tool metadata

• Introduces 'validate_schedulable_action' callback and extends 'tool_registry_validate_schedulable()' to accept 'tool_action', enabling create-time and fire-time enforcement.

include/tools/tool_registry.h


scheduled_context.c Implement scheduled_context thread-local storage +40/-0

Implement scheduled_context thread-local storage

• Implements set/clear/get around a single '__thread' user id value (0 meaning not scheduled).

src/core/scheduled_context.c


scheduler.c Propagate scheduled owner into tool callbacks and enforce action validation +33/-2

Propagate scheduled owner into tool callbacks and enforce action validation

• Sets/clears scheduled context around task and briefing tool execution and updates validate_schedulable calls to include tool_action, preventing unsafe scheduled actions at fire time too.

src/core/scheduler.c


messaging_discord_read.c Implement Discord REST discovery + read_history with caching and backoff +614/-0

Implement Discord REST discovery + read_history with caching and backoff

• Adds pull-only channel discovery with TTL caching and message history fetch with bounded pagination, time-range mapping to snowflakes, 429 backoff honoring Retry-After, response caps, and strict snowflake validation.

src/messaging/messaging_discord_read.c


messaging_engine.c Add per-user read rate limiters and read-capable driver selection +41/-2

Add per-user read rate limiters and read-capable driver selection

• Initializes new read and read_server rate limiters and adds a helper to select the first registered driver implementing the new optional read contract.

src/messaging/messaging_engine.c


messaging_engine_read.c Add engine read path: fuzzy resolve, sanitize, filter, and transcript shaping +963/-0

Add engine read path: fuzzy resolve, sanitize, filter, and transcript shaping

• Implements reading for a single channel and whole-server sweeps with fuzzy resolution, cache refresh, per-message injection filtering, delimiter/control-char neutralization in all untrusted names, '[DATA]' transcript envelopes with char/channel caps, and older-history cursor hints.

src/messaging/messaging_engine_read.c


messaging_tool.c Add messaging read actions and scheduled read-only enforcement +288/-7

Add messaging read actions and scheduled read-only enforcement

• Adds 'read_channel', 'read_server', and 'list_discord_channels' tool actions (with natural-language time parsing) and enforces a shared allowlist so only read actions can be scheduled. Also resolves scheduled owner user_id via scheduled_context when no session exists.

src/tools/messaging_tool.c


scheduler_tool.c Validate scheduled tool_action at create time +5/-4

Validate scheduled tool_action at create time

• Passes the scheduled action into 'tool_registry_validate_schedulable' so per-action schedulability gates can reject unsafe messaging actions up front.

src/tools/scheduler_tool.c


tool_registry.c Enforce validate_schedulable_action during schedulability validation +8/-0

Enforce validate_schedulable_action during schedulability validation

• Invokes tool metadata’s per-action scheduling gate when present, making create-time and fire-time share the same logic path.

src/tools/tool_registry.c


Bug fix (1)
memory_filter.c Relax blocklist to reduce false positives on normal chat +11/-7

Relax blocklist to reduce false positives on normal chat

• Removes the always/never/whenever+verb cluster and temporal phrases (from now on/going forward/henceforth) that caused benign Discord chat drops; relies on remaining verb/object patterns plus the new '[DATA]' envelope defenses.

src/core/memory_filter.c


Refactor (5)
str_fuzzy.h Promote shared fuzzy matcher to core header +75/-0

Promote shared fuzzy matcher to core header

• Adds public API for lowercasing and tiered fuzzy scoring to reuse across name-resolution surfaces (Home Assistant, Discord channel resolution).

include/core/str_fuzzy.h


messaging_discord_internal.h Add internal shared Discord definitions for split read/send units +71/-0

Add internal shared Discord definitions for split read/send units

• Defines shared REST constants, exposes 's_bot_token', provides inline snowflake validation, and declares read-path hooks used by 'messaging_discord_read.c'.

include/messaging/messaging_discord_internal.h


str_fuzzy.c Add shared fuzzy scoring implementation +75/-0

Add shared fuzzy scoring implementation

• Adds the extracted, allocation-free fuzzy scoring logic used for name resolution in multiple tools.

src/core/str_fuzzy.c


messaging_discord.c Integrate new Discord read hooks and shared internal header +19/-30

Integrate new Discord read hooks and shared internal header

• Switches to shared snowflake validation, exports token for read path, wires new read hooks into driver struct, and shuts down read resources during driver shutdown.

src/messaging/messaging_discord.c


homeassistant_service.c Replace local fuzzy helpers with shared core str_fuzzy +7/-46

Replace local fuzzy helpers with shared core str_fuzzy

• Removes duplicated tolower/scoring helpers and uses 'str_fuzzy_*' functions for entity name resolution.

src/tools/homeassistant_service.c


Documentation (2)
MESSAGING_CHANNELS_SETUP.md Document Discord channel reading and scheduled digests +82/-1

Document Discord channel reading and scheduled digests

• Adds a new section covering bot invite permissions (View Channels + Read Message History), usage examples for read_channel/read_server, time-range behavior, visibility caveats, and scheduled digest guidance.

docs/MESSAGING_CHANNELS_SETUP.md


install-git-hooks.sh Update pre-push description to reflect CI coverage +2/-3

Update pre-push description to reflect CI coverage

• Adjusts messaging about what pre-push runs locally vs in CI after hook trimming.

install-git-hooks.sh


Other (8)
ci.yml Clarify daemon smoke test location in CI +8/-2

Clarify daemon smoke test location in CI

• Documents the docker-build job as the canonical place to link+start-smoke the daemon ('dawn --help') on stock runners due to bundled ML dependencies.

.github/workflows/ci.yml


CMakeLists.txt Wire new core and messaging read sources into build +4/-0

Wire new core and messaging read sources into build

• Adds 'str_fuzzy.c' and 'scheduled_context.c' to core sources and includes new messaging read modules ('messaging_engine_read.c', 'messaging_discord_read.c') in the WebUI-enabled build.

CMakeLists.txt


pre-push.hook Trim pre-push hook to fast-only checks +15/-68

Trim pre-push hook to fast-only checks

• Removes satellite build and preset-matrix smoke runs; keeps fast tests and points heavier coverage to CI and manual smoke script.

pre-push.hook


CMakeLists.txt Add new unit tests for str_fuzzy and scheduled_context +12/-0

Add new unit tests for str_fuzzy and scheduled_context

• Registers new Unity tests ('test_str_fuzzy', 'test_scheduled_context') and links in the new core sources as needed.

tests/CMakeLists.txt


test_memory_filter.c Adjust memory_filter tests for relaxed patterns +30/-20

Adjust memory_filter tests for relaxed patterns

• Updates positives to rely on remaining verb/object patterns and adds negatives for everyday always/never/going-forward phrasing now allowed.

tests/test_memory_filter.c


test_scheduled_context.c Add unit tests for scheduled_context thread-local behavior +75/-0

Add unit tests for scheduled_context thread-local behavior

• Validates default state, set/get/clear, and non-positive user id handling.

tests/test_scheduled_context.c


test_str_fuzzy.c Add unit tests for core fuzzy matching utilities +103/-0

Add unit tests for core fuzzy matching utilities

• Covers lowercasing behavior and scoring tiers (exact/substring/token overlap/null args).

tests/test_str_fuzzy.c


test_tool_registry.c Add tests for per-action schedulability gates +64/-14

Add tests for per-action schedulability gates

• Updates validate_schedulable signature usages and adds a mock tool to assert that action-gated tools reject non-allowed actions.

tests/test_tool_registry.c


Grey Divider

Qodo Logo

Comment thread src/messaging/messaging_engine_read.c
…ty, docs)

Qodo (3 real bugs):
- Sanitize message bodies (sanitize_inline), not just delimiters — an embedded
  newline could forge fake "[HH:MM] author:" lines inside the [DATA] envelope.
- scheduler_execute_task now runs tool_registry_validate_schedulable at fire
  time (cap + enabled + per-action gate), so the task path enforces the gate
  generically like briefings — not relying on each tool's internal check.
- Discord discovery: on a guilds-parse failure, fail instead of caching an
  empty channel list (was poisoning discovery for the 5-min TTL).

Copilot:
- Disambiguation lists only the best-score ties, not all threshold matches.
- 'before' cursor validated for length (<=20) with a clear error, not a
  generic driver-side "couldn't read".
- dc_is_valid_snowflake fails fast past the 20-digit cap.
- Doc fixes: list_discord_channels IS rate-limited; sweep cap ~30 not ~20;
  scheduled allowlist is read_channel/read_server/list_discord_channels.

Build clean; suite green; format clean.
@KerseyFabrications KerseyFabrications merged commit a5b5242 into main Jun 16, 2026
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