test: update test suite for OmegaConf config system
- Add tests/conftest.py with make_settings() helper that maps legacy config parameter names to new nested OmegaConf structure - Update all test files to use the conftest fixture - All 73 tests now pass with new config system - Maintains backward compatibility via Settings class properties Also add AGENTS.md with comprehensive AI agent guidelines: - Project overview and key technologies - Directory structure reference - Development workflow and common tasks - Testing strategy and patterns - CI/CD pipeline overview - Common pitfalls and best practices - Debugging guide for agents working on the project
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# AI Agent Guidelines for Steward
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This document provides guidance for AI agents (Copilot, Claude, etc.) working on the Steward project.
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## Project Overview
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**Steward** is a long-running, AI-assisted personal operations platform that:
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- Runs as a Telegram bot with group/channel support
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- Uses OmegaConf for flexible configuration management
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- Supports message threads for organized conversations
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- Stores and retrieves conversation summaries via knowledge base
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- Integrates with OpenAI-compatible LLM APIs
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- Optionally integrates with MCP/OpenAPI tool servers for function calling
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**Key Technologies:**
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- Python 3.12+
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- `python-telegram-bot` (Telegram bot framework)
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- OmegaConf (configuration management)
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- Pydantic (data validation)
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- OpenAI API (LLM integration)
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- AsyncIO (async/await patterns throughout)
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## Directory Structure
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```
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steward/
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├── steward/ # Main package
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│ ├── bot/ # Telegram bot implementation
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│ │ └── telegram.py # All bot handlers and logic
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│ ├── config.py # OmegaConf-based configuration
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│ ├── config_schema.yaml # Default configuration schema
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│ ├── llm/ # LLM client
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│ ├── memory/ # Thread memory storage
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│ ├── proposals/ # Proposal generation
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│ ├── tools/ # MCP tool integration
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│ └── main.py # Application entry point
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├── tests/ # Test suite
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│ ├── conftest.py # Pytest fixtures and helpers
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│ ├── test_bot.py # Bot handler tests
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│ ├── test_llm_client.py # LLM client tests
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│ ├── test_proposals.py # Proposal generation tests
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│ ├── test_thread_memory.py # Memory storage tests
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│ └── test_tools.py # Tool integration tests
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├── .github/workflows/ # CI/CD workflows
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├── docker-compose.yml # Production compose (uses ghcr.io image)
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├── docker-compose.dev.yml # Development compose (builds locally)
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├── Dockerfile # Container image definition
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├── pyproject.toml # Project metadata and dependencies
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├── CONFIGURATION.md # Configuration guide
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└── AGENTS.md # This file
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```
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## Development Workflow
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### Before Making Changes
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1. **Understand the Context**
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- Read CONFIGURATION.md for config system details
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- Review the async/await patterns in existing code
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- Note that the bot uses Telegram's `python-telegram-bot` library
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2. **Check Existing Tests**
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- Run tests locally or via CI before proposing changes
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- Tests use `tests/conftest.py` fixtures for setup
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- The `_make_settings()` helper maps legacy config to new structure
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3. **Code Style**
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- Follow the ruff linting rules in `pyproject.toml`
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- Line length: 100 characters
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- Use type hints throughout (mypy strict mode)
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- Import order: standard lib → third party → local
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### Making Changes
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#### Configuration Changes
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- Update `steward/config_schema.yaml` for schema changes
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- Update `steward/config.py` for new config sections
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- Update `.env.example` to show all available settings
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- Document in `CONFIGURATION.md`
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#### Bot Handler Changes
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- All handlers in `steward/bot/telegram.py` are async
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- Handlers receive `Update` and `ContextTypes.DEFAULT_TYPE` parameters
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- Use `update.message.reply_text()` for responses
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- Check user/group authorization early in handlers
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- Test with `tests/test_bot.py`
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#### Adding Tests
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- Use `tests/conftest.py` for shared fixtures
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- Use `_make_settings()` helper to create test settings
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- Use `_make_update()` to create mock Telegram updates
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- All bot tests should be async (use `pytest-asyncio`)
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- Mock external APIs with `respx` or `pytest-mock`
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#### Creating New Features
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**For Configuration:**
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1. Add section to `config_schema.yaml`
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2. Create pydantic model in `config.py`
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3. Add properties to `Settings` class for backward compatibility
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4. Document in `CONFIGURATION.md`
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**For Bot Handlers:**
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1. Add async handler function in `steward/bot/telegram.py`
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2. Add to application in `build_application()`
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3. Add authorization checks (`_is_allowed()`, `_is_group_enabled()`)
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4. Write tests in `tests/test_bot.py`
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**For LLM Integration:**
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1. Update `steward/llm/client.py`
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2. Add history context handling if needed
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3. Test with `tests/test_llm_client.py`
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4. Consider impact on token usage
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### Docker & Deployment
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**Local Development:**
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```bash
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docker compose -f docker-compose.dev.yml up --build
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```
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**Production:**
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```bash
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docker compose up
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# Uses prebuilt image from ghcr.io/djw4/steward:latest
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```
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**Key Docker Notes:**
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- Uses `uv` instead of pip for faster installation
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- Non-root user (UID 1000) for security
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- Thread memory stored in `/data` volume
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- Environment variables set via `.env` file
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## Common Tasks
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### Adding a New Bot Command
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1. Create handler function in `steward/bot/telegram.py`:
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```python
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async def mycommand_handler(update: Update, context: ContextTypes.DEFAULT_TYPE) -> None:
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settings: Settings = context.bot_data["settings"]
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user = update.effective_user
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chat = update.effective_chat
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# Authorization checks
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if user is None or not _is_allowed(user.id, settings):
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return
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if chat is None or not _is_group_enabled(chat.id, settings):
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return
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# Handler logic here
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await update.message.reply_text("Response")
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```
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2. Register in `build_application()`:
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```python
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app.add_handler(CommandHandler("mycommand", mycommand_handler))
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```
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3. Add test in `tests/test_bot.py`:
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```python
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@pytest.mark.asyncio
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async def test_mycommand_handler_does_something():
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# Test implementation
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```
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### Adding a New Configuration Section
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1. Update `steward/config_schema.yaml`:
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```yaml
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mysection:
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my_setting: "default_value"
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my_number: 42
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```
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2. Create pydantic model in `steward/config.py`:
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```python
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class MyConfig(BaseModel):
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my_setting: str = Field(default="default_value")
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my_number: int = Field(default=42)
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```
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3. Add to `Settings` class and add property for backward compatibility:
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```python
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class Settings(BaseModel):
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mysection: MyConfig = Field(default_factory=MyConfig)
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@property
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def my_setting(self) -> str:
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return self.mysection.my_setting
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```
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### Running Tests Locally
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```bash
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# Install dev dependencies
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pip install -e ".[dev]"
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# Run all tests
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pytest tests/ -v
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# Run specific test file
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pytest tests/test_bot.py -v
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# Run specific test
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pytest tests/test_bot.py::test_mytest -v
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# Run with coverage
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pytest tests/ --cov=steward --cov-report=html
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```
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### Debugging Issues
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**Bot not responding:**
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1. Check `.env` file has all required settings
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2. Verify bot has message access in BotFather
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3. Check logs: `docker compose logs steward -f`
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4. Verify group ID format (negative for groups: `-1005308306472`)
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**Tests failing:**
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1. Run `ruff check steward/ tests/` to check linting
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2. Run `mypy steward/` for type checking
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3. Check test fixture setup in `conftest.py`
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4. Review error messages carefully for import/config issues
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**Configuration issues:**
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1. Check `.env` file syntax (should be `KEY=value`)
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2. For lists, use JSON format: `STEWARD__TELEGRAM__ALLOWED_USER_IDS='[123, 456]'`
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3. New format variables use `STEWARD__SECTION__KEY` pattern
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4. Check `CONFIGURATION.md` for examples
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## Testing Strategy
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### Test Organization
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- **`test_bot.py`**: Handler logic, authorization, history management
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- **`test_llm_client.py`**: LLM API integration, error handling
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- **`test_proposals.py`**: Proposal generation, API calls
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- **`test_thread_memory.py`**: Memory storage, search, serialization
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- **`test_tools.py`**: Tool calling, MCP integration
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### Test Patterns
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**Handler Tests:**
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```python
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@pytest.mark.asyncio
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async def test_handler_name():
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settings = _make_settings()
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update = _make_update(user_id=123, text="hello")
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context = _make_context(settings)
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await handler_name(update, context)
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# Assert on reply_text mock calls
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```
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**API Tests:**
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```python
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def test_api_call():
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with respx.mock:
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respx.post("https://api.example.com/endpoint").mock(
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return_value=httpx.Response(200, json={"result": "ok"})
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)
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# Call function that makes API request
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result = function_under_test()
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assert result == expected_value
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```
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### CI/CD Pipeline
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The CI workflow (`.github/workflows/ci.yml`) runs:
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1. **Linting** (ruff): `python -m ruff check steward/ tests/`
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2. **Tests** (pytest): `python -m pytest tests/ -v`
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3. **Docker Build**: Builds and pushes image to GHCR
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All three must pass for merges to main.
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## Common Pitfalls
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### ❌ Don't:
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- Use synchronous code instead of async/await
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- Hardcode secrets in config files (use env vars)
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- Forget to add authorization checks to new handlers
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- Write tests without using conftest fixtures
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- Modify `.env` in version control (update `.env.example` instead)
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- Change config structure without updating all layers (schema, pydantic, docs)
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### ✅ Do:
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- Use `async/await` consistently throughout
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- Store secrets in environment variables
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- Check both user and group authorization
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- Use `pytest.mark.asyncio` for async tests
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- Keep `.env` out of git (it's in `.gitignore`)
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- Update schema → pydantic → properties → documentation together
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## Questions? Issues?
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- Check `CONFIGURATION.md` for config-related questions
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- Review existing handlers in `steward/bot/telegram.py` for patterns
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- Look at test examples in `tests/` for testing patterns
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- Check `.github/workflows/ci.yml` for what CI expects
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## Key Files to Know
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| File | Purpose |
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|------|---------|
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| `steward/config.py` | Configuration system - OmegaConf + pydantic |
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| `steward/bot/telegram.py` | All bot handlers and core logic |
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| `steward/main.py` | Application entry point and setup |
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| `tests/conftest.py` | Pytest fixtures and helpers |
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| `pyproject.toml` | Dependencies and tool configuration |
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| `CONFIGURATION.md` | User-facing config guide |
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| `.github/workflows/ci.yml` | CI/CD pipeline definition |
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