Commit Graph
3408 Commits
Author SHA1 Message Date
Dominik Jain 7a16b3db5a Make session IDs explicit tool parameters instead of auto-injecting them
Previously, Tool.apply_ex derived a session ID from the MCP session object (or
"global" with no context) and injected it into any apply() method that declared
a session_id parameter. This is being changed because:
* the new MCP SDK v2 no longer provides session identifiers
* handling it internally is more robust anyway, since clients did not
  consistently use sessions

Session handling
- Remove implicit session ID injection from Tool.apply_ex, along with the
  supporting _is_session_aware property and SESSION_ID_PARAM_NAME skip logic
- SerenaAgent.create_system_prompt() now creates the session itself and reports
  its id, instead of receiving session_id as an argument

Tool signatures
- InitialInstructionsTool.apply() and ActivateProjectTool.apply() now declare
  session_id explicitly and rely on the LLM to pass it, rather than having it
  injected
- Rename SerenaReplTool.apply()'s session parameter to session_id for consistency
  with the other tools

Resolves #2061
2026-09-18 16:33:31 +02:00
Dominik Jain 2a6deef838 Improve description of find_declaration method to avoid confusion with find_symbol 2026-09-17 21:43:07 +02:00
Dr. Dominik Jain 84c673bae4 Merge pull request #2035 from oraios/dev-v2
Add REPL (milestone for Serena v2)
2026-09-17 21:32:08 +02:00
Dominik Jain b79e2a55f9 Add changelog entry for the Serena REPL 2026-09-17 21:16:30 +02:00
Dominik Jain 6507092288 Mark R cross-file tests as flaky #1040 2026-09-17 21:07:47 +02:00
Dominik Jain 006487cbb6 Mark REPL as a beta feature 2026-09-17 20:46:02 +02:00
Dominik Jain 205da357d5 Add note on PRs for beta features 2026-09-17 20:38:58 +02:00
Dominik Jain 42e51bd92c ty: Ignore macOS-specific imports 2026-09-17 19:16:18 +02:00
Dominik Jain 734cfa958e Authenticate project server communication with the shared secret
- Require a valid Bearer token on heartbeat and project-query requests.
- Send the configured auth_secret from clients and the query-project tool.
- Test accepted and rejected credentials, including real HTTP client requests.
2026-09-17 16:13:11 +02:00
Dominik Jain b2f8f14b2e Restrict configuration file permissions on POSIX
- Set configuration permissions to 0600 before reading and log adjustments.
- Log chmod failures and continue loading; leave Windows permissions unchanged.
2026-09-17 16:12:58 +02:00
Dominik Jain 5a2063fc3a Add a persistent authentication secret to SerenaConfig
- Generate a random UUID when auth_secret is missing, null, or empty.
- Persist generated secrets and preserve configured values across reloads.
- Document the shared secret and test generation, persistence, and direct construction.
2026-09-17 14:28:02 +02:00
Dominik Jain 613f2ca098 Support writable external project contexts
- Rename the read-only context to read_project_context and add writable project_context.
- Dispatch LSP-backed edits remotely and enforce read-only access in the calling context.
- Allow project-server facade calls independently of the target project's API restrictions.
- Update dispatch coverage for both backends and access modes; remove obsolete rejection assertions.
2026-09-17 14:28:02 +02:00
Parman Mohammadalizadeh f8f53b77f0 fix(dashboard): marshal tray menu updates onto the macOS main thread
SerenaDashboardTrayManager._update_menu() called pystray's Icon.update_menu()
on whatever thread reached it. Four call sites are off the main thread: the
Flask handlers for /register, /update_project and /unregister, and
_alive_check_loop.

pystray does no marshalling. Icon.update_menu() calls the backend directly and
pystray/_darwin.py goes straight to NSStatusItem.setMenu_(), which AppKit
requires on the main thread. On macOS versions that enforce it the tray manager
traps with SIGTRAP inside the request handler, so the agent logs "Failed to
register with tray manager: Remote end closed connection without response" and
the tray icon never becomes usable.

Menu refreshes now go through PyObjCTools.AppHelper.callAfter on Darwin, which
is asynchronous so no Flask handler blocks on the main run loop. Other
platforms call through unchanged. The helper is separate from _update_menu
because _open_dashboard and _run_viewer run on the same Flask threads and will
need it too.

No new dependency: PyObjCTools comes from pyobjc-core, already required on
macOS via pystray -> pyobjc-framework-Quartz -> pyobjc-core.

The crash itself could not be reproduced locally (macOS 26.6.2; the reporter is
on 27.0, everything else matching). Verified instead that the AppKit call moves
from a Flask worker thread to the main thread: NSThread.isMainThread() across
the three HTTP routes reads [False, False] before and [True, True, True] after.
2026-09-17 13:28:20 +02:00
Dominik Jain 602837b6e0 Fix language server cache directory
A language server's cache directory was determined by the language_id rather than
the language server identifier's key. The two identifiers coincided in most cases.
2026-09-17 12:15:43 +02:00
Dominik Jain 0b2b4c3b56 Add REPL-specific aspects to the security documentation 2026-09-17 10:58:14 +02:00
Dominik Jain da1accf7e1 Add documentation on the REPL interface
* Tools section: Add REPL interface description, advantages and full list of functions
* Config section: Add information on REPL configuration
2026-09-17 10:58:14 +02:00
Dominik Jain a0bc785e0a Improve facade method docstrings (such that first line is meaningful stand-alone) 2026-09-17 10:58:14 +02:00
Dominik Jain bf2ce28b0e Remove beta marker from JetBrains tools 2026-09-17 10:58:14 +02:00
Dominik Jain 4b54fa737f Introduce optional facades; make facade availability derived
Facade availability:
* facades can be optional (`Facade.from_api(..., is_optional=True)`), mirroring optional tools
* `Facade.is_enabled()` is derived: a facade is available iff it has at least one enabled method
* `ApiScope.is_facade_enabled` is thereby obsolete and removed

Opt-in rule (uniform for optional facades, excluded facades and optional methods):
* methods of a facade which is not included and optional methods require explicit inclusion
* all other methods are enabled unless explicitly excluded

Application:
* the `ext` facade is optional; the query-projects mode includes it (`included_apis: [ext]`)
2026-09-17 10:58:14 +02:00
Amir Fathi 0b2e22bbca Fix: Compensate for incorrect body end coordinates in Godot LS (#1974)
Godot's GDScript parser can report a symbol's end column one column past the
line-end convention every other language server follows (closing a node's range from
the next lookahead token instead of the last consumed one, when that lookahead is a
synthesized newline); `replace_symbol_body` on the last function in a file silently
consumed the separating blank line as a result. `GodotLanguageServer` now corrects this
specific, measured overshoot when building its high-level document symbols (#1974)

---------

Signed-off-by: Amir Fathi <amirfathi.me@gmail.com>
2026-09-17 10:37:04 +02:00
ChiFungHillmanChan 1bbe535461 feat(cli): add 'project remove' to unregister a project
The project registry in serena_config.yml can be added to from the CLI
('project create', 'project index') and from the MCP side
('activate_project'), but it could only be removed from on the MCP side,
via the 'remove_project' tool. From a terminal, hand-editing the file was
the only way to drop an entry.

'serena project remove <PROJECT_NAME|PROJECT_PATH>' takes the same
argument type as 'project index', so a project can be addressed by name
or by path. Only the registry entry is removed; the project's own files,
including its project configuration, are left on disk.

Adds SerenaConfig.remove_registered_project, which mirrors
add_registered_project and removes the given entry rather than the first
entry whose name matches. Resolving a path to an entry and then deleting
by name would remove the wrong project when two registered directories
carry the same project_name.

Refs #2029
2026-09-16 02:25:20 +02:00
L4XB 16322651bb fix: do not load the anthropic package on import
`serena.analytics` imported `anthropic.types` at module level for two type
annotations, so every `import serena.cli` / `import serena.agent` paid for
loading the whole anthropic package (2-4 s on the reporter's Windows machine)
even with the default CHAR_COUNT token estimator. That delay can push MCP
startup past a client's initial tool-discovery window.

The import now lives behind `TYPE_CHECKING`; `AnthropicTokenCount` already
imported `anthropic` lazily in `__init__`, and the request body is a plain
dict (what `MessageParam` produces at runtime anyway).

Tests: importing serena.cli / serena.agent / serena.analytics in a fresh
interpreter leaves `anthropic` out of `sys.modules`; the Anthropic estimator
still sends the expected count_tokens request.

Fixes #2012
2026-09-16 02:22:00 +02:00
HillmanChan 922cac9da4 fix(tools): save edited source files atomically (#2041)
* fix(tools): save edited source files atomically

Issue #1958 lists three direct open(path, "w") writes that can destroy a
file if the process stops partway through: two in MemoryManager and
CodeEditor._save_edited_file. The memory ones were fixed in #1969, which
is also where write_file_atomic comes from; this is the source-file half
the issue proposes as a follow-up.

A plain open(path, "w") truncates the file before the new content is
complete, so a crash, an OOM kill or a full disk during the write leaves
the file holding neither the old content nor the new one.

The issue asks for symlink and metadata behaviour to be confirmed before
source files use the helper. Measured: the executable bit already
survived, but a bare os.replace onto a symlink path swapped the link out
for a regular file and left its target holding stale content, which
open(path, "w") does not do. write_file_atomic now resolves the path
first, so it follows symlinks the way the call it replaces did, and the
temporary file lands in the destination's real directory.

Refs #1958

* test(tools): make the atomic-write tests platform-independent

Two of the new tests failed on the Windows CI job. Both were the tests,
not the change under test.

- The executable-bit test asserted 0o755 and read back 0o666: Windows
  does not model POSIX permission bits, and chmod there only toggles the
  read-only flag. Skipped on win32.
- The encoding test left newline unset, which is LineEnding.NATIVE and
  therefore newline=None, under which Python translates "\n" to
  os.linesep on write; it got b"caf\xe9\r\n". The line ending is now
  pinned so the test covers the encoding alone, matching the sibling
  test that already pins "\r\n" and passes on Windows.

Also covers three paths the first round missed, all of which pass both
with and without the change and are there to show it does not break
them: a file in a subdirectory, a symlinked parent directory (the path
is resolved in full, so the temp file lands in the destination's real
directory), and a non-ASCII filename. The last two skip where the
platform cannot create symlinks or represent the name.

Refs #1958
2026-09-16 02:12:17 +02:00
Dominik Jain a5fd4d685f Fix: High-level document symbol cache was not invalidated when the LS-specific low-level version changed 2026-09-16 01:46:48 +02:00
ChiFungHillmanChan 704e8c3d19 docs(config): show how to trust a single project
trusted_project_path_patterns is matched against the project's root path itself
(SerenaConfig.is_trusted_project_path, called from Project.is_trusted with project_root).
A '<project root>/**' entry therefore matches only paths below the root and trusts no
project at all, while reading like the natural way to name one project. The template's
example showed only parent-directory globs, so there was nothing to copy for the
single-project case.

Adds the bare-root form to the example, states which path a pattern is matched against,
and pins all three cases in tests so the documented example cannot silently go stale.

Requested by a maintainer in #2001.
2026-09-15 16:41:56 +02:00
Dominik Jain 680a7e8fc1 Improve REPL availability policy in memory 2026-09-15 16:28:30 +02:00
Dominik Jain 750deac10f SerenaConfig: Configure agent_interface default for existing users
To ensure backward compatibility, set the default to TOOLS when migrating
existing users' configuration files.
2026-09-15 16:28:30 +02:00
Dominik Jain 42ef92b616 Handle imports for backward compatibility using mark_used 2026-09-15 13:35:30 +02:00
Dominik Jain 988f20d5f5 Show interface, backend and REPL function availability in the dashboard
Configuration endpoint:
* ResponseConfigOverview: agent_interface, language_backend and facades (None in tool mode)
* facades report each facade and its methods with their enabled state (SerenaReplEntrypoint.get_facade_availability_info)

Dashboard UI:
* new rows "Interface" and "Backend"; "Languages" is shown for the LSP backend only
* new collapsible section "Active Functions" listing the facades and their methods, dimming disabled ones
2026-09-15 12:50:44 +02:00
Dominik Jain 323e855625 Allow language backend changes upon project activation with the REPL interface
* _activate_project: a project's backend override switches the backend in REPL mode (background
  modes, facades, prompt parameters and backend initialisation are recomputed upon activation)
* the tool interface keeps rejecting the mismatch (fixed toolset); the error now mentions the REPL
  as a workaround
2026-09-15 12:50:44 +02:00
Dominik Jain 4b9ce9ad44 Place the REPL's facade listing in the tool description or the activation message
* single-project sessions: in the REPL tool's description (fixed at registration)
* otherwise: in the project activation message (facades depend on the activated project)
* REPL tool description wording adjusted (listing location, notebook semantics)

Peripheral changes:
* is_tool_function_available: in REPL mode, active tools without facade counterparts count as available
2026-09-15 12:50:44 +02:00
Dominik Jain d76dc3d870 Refine commit message guidelines in critical_info memory
* subject line must cover the entire change (abstract if necessary)
* details as concise bullet items, grouped by topic where the change spans several topics
2026-09-15 12:50:44 +02:00
Dominik Jain e39291979e Check tool functionality availability independently of the agent interface
Availability check:
* SerenaAgent.is_tool_function_available(tool_class): whether a tool's functionality is available
  to the LLM (tool mode: tool active; REPL mode: an enabled facade method corresponds to the tool)
* replaces the name-based tool_is_active/tool_is_exposed (activation message, dashboard, onboarding)

Prompts:
* activation message names functions via PromptParams.get_function_name (interface-specific names)
2026-09-15 12:50:44 +02:00
Dominik Jain 0706e3c98e Add external project access to the REPL (ext facade, remote execution of LSP operations)
Introduce the ext facade with list_projects and project_context: within
`with s.ext.project_context(name):`, the facades operate read-only on the given external project.
The agent's active project is switched temporarily, and methods marked with
`@facade_method(uses_project_server=True)` (all lsp methods) are executed in the project server when
the LSP backend is active (with JetBrains, the IDE serves all projects, so they run locally). The
project server gains a /call_facade_method route executing a facade method on its own REPL facades
and returning the pickled result; arguments are transferred as JSON. Editing methods are refused,
and contexts cannot be nested. This replaces the query_project tools in the REPL.

Result objects are now self-contained (picklable): renderers no longer hold the agent (only the
default length limit; the constructor interface is unchanged), LSP results carry eagerly retrieved
symbol info and reference contexts instead of renderers accessing the language server or project.
2026-09-15 12:50:44 +02:00
Dominik Jain 1313bb5fc8 Execute REPL code like a notebook cell; the last expression is the result
Code is now executed at module level in the session's namespace (statements executed, a trailing
expression evaluated as the result), replacing the function wrapper with global declarations that
persistence had required. This yields notebook semantics throughout: top-level bindings persist by
construction, functions resolve names from the session namespace, and `return` is no longer used
(a top-level `return` yields a syntax error with a hint). Tool description and tests updated.
2026-09-15 12:50:44 +02:00
Dominik Jain 5cae1d8ddf Explain max_answer_chars centrally in the REPL tool description
The parameter is documented once in the tool description instead of in every facade method.
2026-09-15 12:50:44 +02:00
Dominik Jain 37dda68376 Persist REPL variables and functions across executions within a session
Code executions of a session now share a namespace (SerenaSession.repl_namespace), which serves as
the globals of the executions: variables, functions, classes and imports bound at the top level of
the submitted code persist across calls, like the cells of a notebook. The code is wrapped in a
function at the AST level (preserving line numbers for error reporting), with the top-level names
declared global. The entrypoint `s` is re-bound before every execution, such that persisted
functions always use the current entrypoint (e.g. after a project switch). `s.vars()` lists the
persisted items, `s.clear()` removes them; the tool description explains the persistence.

The namespace is tied to the session's lifetime; the session registry additionally evicts sessions
which have been idle for too long, releasing their namespaces.
2026-09-15 12:50:44 +02:00
Dominik Jain e6f0d7839c Drop ReferencedType declarations that discovery renders redundant
Only the three declarations carrying member curation remain (LanguageServerSymbol, ReplacementOccurrence, MatchedConsecutiveLines); the discovered type sets are unchanged.
2026-09-15 12:50:44 +02:00
Dominik Jain 44a283ee99 Make all types reachable through annotations documentable in the REPL
Facades now discover all user-defined classes reachable through the annotations of their methods and
of the members of reachable types (transitively) and make them documentable via s.info, without the
types having to be declared. Explicit ReferencedType declarations serve curation only (member
whitelists, flags). TypedDicts are documented with their keys (e.g. the JetBrains symbol DTOs and
the LSP diagnostic structures), enums with their members. SymbolKind no longer needs declaring.
2026-09-15 12:50:44 +02:00
Dominik Jain 8d1fb7424c Follow parameter annotations in REPL type documentation; support enums
Referenced types are now also discovered through the parameter annotations of type members and
facade methods (not only through return types), such that e.g. SymbolKind (a parameter type of
LanguageServerSymbol.iter_ancestors) is documented along with LanguageServerSymbol. Enums are
documented with their members and values. The lsp facade declares SymbolKind as a referenced type.
2026-09-15 12:50:44 +02:00
Dominik Jain 24b41dcb88 Add sessions to the REPL; document contained types once per session
Type documentation now transitively includes the declared types a type's members reference, such
that e.g. LspSymbolCollection's documentation includes LanguageServerSymbol. To avoid repeating widely
shared types, the REPL tracks per session which types have been documented: a contained type
documented earlier in the session is only pointed to (an explicit request always yields it in full).

Since MCP provides no reliable session identification and clients keep a stdio server across
conversations, the REPL's session identity is supplied by the LLM: the instructions (system prompt)
establish a SerenaSession and state its id, and the REPL tool takes a required session_id parameter.
Sessions are managed by a SessionRegistry (creation on demand, LRU eviction). Tools which may be
called before the instructions have been read (activate_project, initial_instructions) are unchanged.
2026-09-15 12:50:44 +02:00
Dominik Jain b067f5f71d Update Serena project 2026-09-15 12:50:44 +02:00
Dominik Jain b483bf0159 Structure REPL documentation into tiers; keep facade descriptions compact
The REPL overview (tier 0, part of the tool description) now names the result type of methods
returning objects that can be processed in code (e.g. `find_symbol -> LspSymbolCollection`), such
that type documentation can be requested alongside a facade in one turn.

The facade description (tier 1) documents the common operations in full, summarises methods marked
as niche (new flag of facade_method; not yet set anywhere) with a pointer to their documentation,
and lists result types by name only. Type documentation (tier 2) is provided on request only;
provide_info_with_facade remains available but is no longer set for any type.

The REPL tool description states this protocol, in particular that facade descriptions do not
include result types and that type documentation should only be requested for processing results in
code.
2026-09-15 12:50:44 +02:00
Dominik Jain 6cb3d37e09 Add referenced types to facades, making result types discoverable in the REPL
Facades declare the types their methods return or contain as ReferencedTypes (with an optional
whitelist of members for curation, e.g. for LanguageServerSymbol, and a flag for inclusion in the
facade description). Type documentation is generated from class docstrings, attribute annotations,
properties and method signatures/docstrings, and is available via s.info("<facade>.<Type>") or by
bare type name; method documentation points to the documentation of a referenced return type.
Annotations are rendered without module paths, such that the names in signatures are the names by
which types can be looked up. s.info accepts several items at once, reporting unknown items inline.

All APIs declare their result types; result classes declare their attributes at class level.
2026-09-15 12:50:44 +02:00
Dominik Jain 05603b2706 Add configuration facade (cfg) with get_current_config and open_dashboard
Introduce ConfigApi, exposing Serena's configuration and session state: get_current_config and
open_dashboard (both non-editing). The corresponding tools delegate to the API via ConfigApiMixin.

As on the tool side, opening the dashboard is only offered if the dashboard is enabled and not
opened automatically; the condition is shared (_is_dashboard_openable) and applied to the API scope
via a NamedApiInclusionDefinition, the API-side counterpart of NamedToolInclusionDefinition.
2026-09-15 12:50:44 +02:00
Dominik Jain 6716193d71 Render prompts according to the agent interface
Prompt parameters (available tools/markers and the tool name mapping) are now computed per agent
interface (SerenaAgent.PromptParams). In REPL mode, the available tools comprise the exposed tools
and the enabled facade methods, and the tool name mapping resolves tool names to the qualified names
of the corresponding facade methods (e.g. `lsp.find_symbol`), such that prompts refer to operations
as they are used in REPL code. The parameters are re-computed whenever the active tools change.

FacadeMethod refers to its parent facade and provides facade_name and qualified_name; its name is
taken from its info. Prompt templates use the tool name mapping consistently (fixing a template
syntax error in the editing mode) and use interface-neutral wording.
2026-09-15 12:50:44 +02:00
Dominik Jain 337d545c4b Add agent_interface setting selecting the tool or REPL interface
Introduce AgentInterface (tools/REPL) as a setting in the global configuration, overridable per
project (resolution: project > global > default "tools") and via the CLI option --agent-interface.
The interface is fixed for the session, like the language backend.

In REPL mode, the set of exposed tools is fixed: the REPL tool, initial_instructions and (unless in a
single-project session) activate_project. Tool inclusion/exclusion definitions do not apply in REPL
mode, as they pertain to the tool interface; the REPL is configured via API inclusions/exclusions.
The REPL tool is optional in tool mode.

SerenaAgent.is_single_project records whether the session is a single-project session.
2026-09-15 12:50:44 +02:00
Dominik Jain e7aa6a74e1 Add repl memory documenting the REPL's structure, principles and availability policy 2026-09-15 12:50:44 +02:00
Dominik Jain 07b6831c70 Record the correspondence between API methods and tools
FacadeMethodInfo gains corresponding_tool (the tool class offering the same functionality) and
get_corresponding_tool_name, and every API method with a tool counterpart names it in its
facade_method decorator. This enables applying tool-level exclusions to API methods and rendering
prompt conditions based on tools.

Since the API modules now refer to the tool classes, the tools import the APIs locally (in the
mixins' _api methods), and the symbol tools' symbol_dict_grouper attributes become properties.
2026-09-15 12:50:44 +02:00
Dominik Jain a46a465773 Add shell facade (shell) for shell command execution
Introduce ShellApi with the single editing operation execute_shell_command, which returns a
ShellCommandOutput exposing stdout, stderr, return code and working directory to code and rendering
as JSON as before. Keeping shell command execution in its own facade makes it a natural unit for
exclusion. The shell command tool delegates to the API via ShellApiMixin; the shell facade is always
part of the REPL.
2026-09-15 12:50:44 +02:00