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Elie Habib 2f5445284b fix(brief): single canonical synthesis brain — eliminate email/brief lead divergence (#3396)
* feat(brief-llm): canonical synthesis prompt + v3 cache key

Extends generateDigestProse to be the single source of truth for
brief executive-summary synthesis (canonicalises what was previously
split between brief-llm's generateDigestProse and seed-digest-
notifications.mjs's generateAISummary). Ports Brain B's prompt
features into buildDigestPrompt:

- ctx={profile, greeting, isPublic} parameter (back-compat: 4-arg
  callers behave like today)
- per-story severity uppercased + short-hash prefix [h:XXXX] so the
  model can emit rankedStoryHashes for stable re-ranking
- profile lines + greeting opener appear only when ctx.isPublic !== true

validateDigestProseShape gains optional rankedStoryHashes (≥4-char
strings, capped to MAX_STORIES_PER_USER × 2). v2-shaped rows still
pass — field defaults to [].

hashDigestInput v3:
- material includes profile-SHA, greeting bucket, isPublic flag,
  per-story hash
- isPublic=true substitutes literal 'public' for userId in the cache
  key so all share-URL readers of the same (date, sensitivity, pool)
  hit ONE cache row (no PII in public cache key)

Adds generateDigestProsePublic(stories, sensitivity, deps) wrapper —
no userId param by design — for the share-URL surface.

Cache prefix bumped brief:llm:digest:v2 → v3. v2 rows expire on TTL.
Per the v1→v2 precedent (see hashDigestInput comment), one-tick cost
on rollout is acceptable for cache-key correctness.

Tests: 72/72 passing in tests/brief-llm.test.mjs (8 new for the v3
behaviors), full data suite 6952/6952.

Plan: docs/plans/2026-04-25-002-fix-brief-email-two-brain-divergence-plan.md
Step 1, Codex-approved (5 rounds).

* feat(brief): envelope v3 — adds digest.publicLead for share-URL surface

Bumps BRIEF_ENVELOPE_VERSION 2 → 3. Adds optional
BriefDigest.publicLead — non-personalised executive lead generated
by generateDigestProsePublic (already in this branch from the
previous commit) for the public share-URL surface. Personalised
`lead` is the canonical synthesis for authenticated channels;
publicLead is its profile-stripped sibling so api/brief/public/*
never serves user-specific content (watched assets/regions).

SUPPORTED_ENVELOPE_VERSIONS = [1, 2, 3] keeps v1 + v2 envelopes
in the 7-day TTL window readable through the rollout — the
composer only ever writes the current version, but readers must
tolerate older shapes that haven't expired yet. Same rollout
pattern used at the v1 → v2 bump.

Renderer changes (server/_shared/brief-render.js):
- ALLOWED_DIGEST_KEYS gains 'publicLead' (closed-key-set still
  enforced; v2 envelopes pass because publicLead === undefined is
  the v2 shape).
- assertBriefEnvelope: new isNonEmptyString check on publicLead
  when present. Type contract enforced; absence is OK.

Tests (tests/brief-magazine-render.test.mjs):
- New describe block "v3 publicLead field": v3 envelope renders;
  malformed publicLead rejected; v2 envelope still passes; ad-hoc
  digest keys (e.g. synthesisLevel) still rejected — confirming
  the closed-key-set defense holds for the cron-local-only fields
  the orchestrator must NOT persist.
- BRIEF_ENVELOPE_VERSION pin updated 2 → 3 with rollout-rationale
  comment.

Test results: 182 brief-related tests pass; full data suite
6956/6956.

Plan: docs/plans/2026-04-25-002-fix-brief-email-two-brain-divergence-plan.md
Step 2, Codex Round-3 Medium #2.

* feat(brief): synthesis splice + rankedStoryHashes pre-cap re-order

Plumbs the canonical synthesis output (lead, threads, signals,
publicLead, rankedStoryHashes from generateDigestProse) through the
pure composer so the orchestration layer can hand pre-resolved data
into envelope.digest. Composer stays sync / no I/O — Codex Round-2
High #2 honored.

Changes:

scripts/lib/brief-compose.mjs:
- digestStoryToUpstreamTopStory now emits `hash` (the digest story's
  stable identifier, falls back to titleHash when absent). Without
  this, rankedStoryHashes from the LLM has nothing to match against.
- composeBriefFromDigestStories accepts opts.synthesis = {lead,
  threads, signals, rankedStoryHashes?, publicLead?}. When passed,
  splices into envelope.digest after the stub is built. Partial
  synthesis (e.g. only `lead` populated) keeps stub defaults for the
  other fields — graceful degradation when L2 fallback fires.

shared/brief-filter.js:
- filterTopStories accepts optional rankedStoryHashes. New helper
  applyRankedOrder re-orders stories by short-hash prefix match
  BEFORE the cap is applied, so the model's editorial judgment of
  importance survives MAX_STORIES_PER_USER. Stable for ties; stories
  not in the ranking come after in original order. Empty/missing
  ranking is a no-op (legacy callers unchanged).

shared/brief-filter.d.ts:
- filterTopStories signature gains rankedStoryHashes?: string[].
- UpstreamTopStory gains hash?: unknown (carried through from
  digestStoryToUpstreamTopStory).

Tests added (tests/brief-from-digest-stories.test.mjs):
- synthesis substitutes lead/threads/signals/publicLead.
- legacy 4-arg callers (no synthesis) keep stub lead.
- partial synthesis (only lead) keeps stub threads/signals.
- rankedStoryHashes re-orders pool before cap.
- short-hash prefix match (model emits 8 chars; story carries full).
- unranked stories go after in original order.

Test results: 33/33 in brief-from-digest-stories; 182/182 across all
brief tests; full data suite 6956/6956.

Plan: docs/plans/2026-04-25-002-fix-brief-email-two-brain-divergence-plan.md
Step 3, Codex Round-2 Low + Round-2 High #2.

* feat(brief): single canonical synthesis per user; rewire all channels

Restructures the digest cron's per-user compose + send loops to
produce ONE canonical synthesis per user per issueSlot — the lead
text every channel (email HTML, plain-text, Telegram, Slack,
Discord, webhook) and the magazine show is byte-identical. This
eliminates the "two-brain" divergence that was producing different
exec summaries on different surfaces (observed 2026-04-25 0802).

Architecture:

composeBriefsForRun (orchestration):
- Pre-annotates every eligible rule with lastSentAt + isDue once,
  before the per-user pass. Same getLastSentAt helper the send loop
  uses so compose + send agree on lastSentAt for every rule.

composeAndStoreBriefForUser (per-user):
- Two-pass winner walk: try DUE rules first (sortedDue), fall back
  to ALL eligible rules (sortedAll) for compose-only ticks.
  Preserves today's dashboard refresh contract for weekly /
  twice_daily users on non-due ticks (Codex Round-4 High #1).
- Within each pass, walk by compareRules priority and pick the
  FIRST candidate with a non-empty pool — mirrors today's behavior
  at scripts/seed-digest-notifications.mjs:1044 and prevents the
  "highest-priority but empty pool" edge case (Codex Round-4
  Medium #2).
- Three-level synthesis fallback chain:
    L1: generateDigestProse(fullPool, ctx={profile,greeting,!public})
    L2: generateDigestProse(envelope-sized slice, ctx={})
    L3: stub from assembleStubbedBriefEnvelope
  Distinct log lines per fallback level so ops can quantify
  failure-mode distribution.
- Generates publicLead in parallel via generateDigestProsePublic
  (no userId param; cache-shared across all share-URL readers).
- Splices synthesis into envelope via composer's optional
  `synthesis` arg (Step 3); rankedStoryHashes re-orders the pool
  BEFORE the cap so editorial importance survives MAX_STORIES.
- synthesisLevel stored in the cron-local briefByUser entry — NOT
  persisted in the envelope (renderer's assertNoExtraKeys would
  reject; Codex Round-2 Medium #5).

Send loop:
- Reads lastSentAt via shared getLastSentAt helper (single source
  of truth with compose flow).
- briefLead = brief?.envelope?.data?.digest?.lead — the canonical
  lead. Passed to buildChannelBodies (text/Telegram/Slack/Discord),
  injectEmailSummary (HTML email), and sendWebhook (webhook
  payload's `summary` field). All-channel parity (Codex Round-1
  Medium #6).
- Subject ternary reads cron-local synthesisLevel: 1 or 2 →
  "Intelligence Brief", 3 → "Digest" (preserves today's UX for
  fallback paths; Codex Round-1 Missing #5).

Removed:
- generateAISummary() — the second LLM call that produced the
  divergent email lead. ~85 lines.
- AI_SUMMARY_CACHE_TTL constant — no longer referenced. The
  digest:ai-summary:v1:* cache rows expire on their existing 1h
  TTL (no cleanup pass).

Helpers added:
- getLastSentAt(rule) — extracted Upstash GET for digest:last-sent
  so compose + send both call one source of truth.
- buildSynthesisCtx(rule, nowMs) — formats profile + greeting for
  the canonical synthesis call. Preserves all today's prefs-fetch
  failure-mode behavior.

Composer:
- compareRules now exported from scripts/lib/brief-compose.mjs so
  the cron can sort each pass identically to groupEligibleRulesByUser.

Test results: full data suite 6962/6962 (was 6956 pre-Step 4; +6
new compose-synthesis tests from Step 3).

Plan: docs/plans/2026-04-25-002-fix-brief-email-two-brain-divergence-plan.md
Steps 4 + 4b. Codex-approved (5 rounds).

* fix(brief-render): public-share lead fail-safe — never leak personalised lead

Public-share render path (api/brief/public/[hash].ts → renderer
publicMode=true) MUST NEVER serve the personalised digest.lead
because that string can carry profile context — watched assets,
saved-region names, etc. — written by generateDigestProse with
ctx.profile populated.

Previously: redactForPublic redacted user.name and stories.whyMatters
but passed digest.lead through unchanged. Codex Round-2 High
(security finding).

Now (v3 envelope contract):
- redactForPublic substitutes digest.lead = digest.publicLead when
  the v3 envelope carries one (generated by generateDigestProsePublic
  with profile=null, cache-shared across all public readers).
- When publicLead is absent (v2 envelope still in TTL window OR v3
  envelope where publicLead generation failed), redactForPublic sets
  digest.lead to empty string.
- renderDigestGreeting: when lead is empty, OMIT the <blockquote>
  pull-quote entirely. Page still renders complete (greeting +
  horizontal rule), just without the italic lead block.
- NEVER falls back to the original personalised lead.

assertBriefEnvelope still validates publicLead's contract (when
present, must be a non-empty string) BEFORE redactForPublic runs,
so a malformed publicLead throws before any leak risk.

Tests added (tests/brief-magazine-render.test.mjs):
- v3 envelope renders publicLead in pull-quote, personalised lead
  text never appears.
- v2 envelope (no publicLead) omits pull-quote; rest of page
  intact.
- empty-string publicLead rejected by validator (defensive).
- private render still uses personalised lead.

Test results: 68 brief-magazine-render tests pass; full data suite
remains green from prior commit.

Plan: docs/plans/2026-04-25-002-fix-brief-email-two-brain-divergence-plan.md
Step 5, Codex Round-2 High (security).

* feat(digest): brief lead parity log + extra acceptance tests

Adds the parity-contract observability line and supplementary
acceptance tests for the canonical synthesis path.

Parity log (per send, after successful delivery):
  [digest] brief lead parity user=<id> rule=<v>:<s>:<lang>
    synthesis_level=<1|2|3> exec_len=<n> brief_lead_len=<n>
    channels_equal=<bool> public_lead_len=<n>

When channels_equal=false an extra WARN line fires —
"PARITY REGRESSION user=… — email lead != envelope lead." Sentry's
existing console-breadcrumb hook lifts this without an explicit
captureMessage call. Plan acceptance criterion A5.

Tests added (tests/brief-llm.test.mjs, +9):
- generateDigestProsePublic: two distinct callers with identical
  (sensitivity, story-pool) hit the SAME cache row (per Codex
  Round-2 Medium #4 — "no PII in public cache key").
- public + private writes never collide on cache key (defensive).
- greeting bucket change re-keys the personalised cache (Brain B
  parity).
- profile change re-keys the personalised cache.
- v3 cache prefix used (no v2 writes).

Test results: 77/77 in brief-llm; full data suite 6971/6971
(was 6962 pre-Step-7; +9 new public-cache tests).

Plan: docs/plans/2026-04-25-002-fix-brief-email-two-brain-divergence-plan.md
Steps 6 (partial) + 7. Acceptance A5, A6.g, A6.f.

* test(digest): backfill A6.h/i/l/m acceptance tests via helper extraction

* fix(brief): close two correctness regressions on multi-rule + public surface

Two findings from human review of the canonical-synthesis PR:

1. Public-share redaction leaked personalised signals + threads.
   The new prompt explicitly personalises both `lead` and `signals`
   ("personalise lead and signals"), but redactForPublic only
   substituted `lead` — leaving `signals` and `threads` intact.
   Public renderer's hasSignals gate would emit the signals page
   whenever `digest.signals.length > 0`, exposing watched-asset /
   region phrasing to anonymous readers. Same privacy bug class
   the original PR was meant to close, just on different fields.

2. Multi-rule users got cross-pool lead/storyList mismatch.
   composeAndStoreBriefForUser picks ONE winning rule for the
   canonical envelope. The send loop then injected that ONE
   `briefLead` into every due rule's channel body — even though
   each rule's storyList came from its own (per-rule) digest pool.
   Multi-rule users (e.g. `full` + `finance`) ended up with email
   bodies leading on geopolitics while listing finance stories.
   Cross-rule editorial mismatch reintroduced after the cross-
   surface fix.

Fix 1 — public signals + threads:
- Envelope shape: BriefDigest gains `publicSignals?: string[]` +
  `publicThreads?: BriefThread[]` (sibling fields to publicLead).
  Renderer's ALLOWED_DIGEST_KEYS extended; assertBriefEnvelope
  validates them when present.
- generateDigestProsePublic already returned a full prose object
  (lead + signals + threads) — orchestration now captures all
  three instead of just `.lead`. Composer splices each into its
  envelope slot.
- redactForPublic substitutes:
    digest.lead    ← publicLead (or empty → omits pull-quote)
    digest.signals ← publicSignals (or empty → omits signals page)
    digest.threads ← publicThreads (or category-derived stub via
                     new derivePublicThreadsStub helper — never
                     falls back to the personalised threads)
- New tests cover all three substitutions + their fail-safes.

Fix 2 — per-rule synthesis in send loop:
- Each due rule independently calls runSynthesisWithFallback over
  ITS OWN pool + ctx. Channel body lead is internally consistent
  with the storyList (both from the same pool).
- Cache absorbs the cost: when this is the winner rule, the
  synthesis hits the cache row written during the compose pass
  (same userId/sensitivity/pool/ctx) — no extra LLM call. Only
  multi-rule users with non-overlapping pools incur additional
  LLM calls.
- magazineUrl still points at the winner's envelope (single brief
  per user per slot — `(userId, issueSlot)` URL contract). Channel
  lead vs magazine lead may differ for non-winner rule sends;
  documented as acceptable trade-off (URL/key shape change to
  support per-rule magazines is out of scope for this PR).
- Parity log refined: adds `winner_match=<bool>` field. The
  PARITY REGRESSION warning now fires only when winner_match=true
  AND the channel lead differs from the envelope lead (the actual
  contract regression). Non-winner sends with legitimately
  different leads no longer spam the alert.

Test results:
- tests/brief-magazine-render.test.mjs: 75/75 (+7 new for public
  signals/threads + validator + private-mode-ignores-public-fields)
- Full data suite: 6995/6995 (was 6988; +7 net)
- typecheck + typecheck:api: clean

Plan: docs/plans/2026-04-25-002-fix-brief-email-two-brain-divergence-plan.md
Addresses 2 review findings on PR #3396 not anticipated in the
5-round Codex review.

* fix(brief): unify compose+send window, fall through filter-rejection

Address two residual risks in PR #3396 (single-canonical-brain refactor):

Risk 1 — canonical lead synthesized from a fixed 24h pool while the
send loop ships stories from `lastSentAt ?? 24h`. For weekly users
that meant a 24h-pool lead bolted onto a 7d email body — the same
cross-surface divergence the refactor was meant to eliminate, just in
a different shape. Twice-daily users hit a 12h-vs-24h variant.

Fix: extract the window formula to `digestWindowStartMs(lastSentAt,
nowMs, defaultLookbackMs)` in digest-orchestration-helpers.mjs and
call it from BOTH the compose path's digestFor closure AND the send
loop. The compose path now derives windowStart per-candidate from
`cand.lastSentAt`, identical to what the send loop will use for that
rule. Removed the now-unused BRIEF_STORY_WINDOW_MS constant.

Side-effect: digestFor now receives the full annotated candidate
(`cand`) instead of just the rule, so it can reach `cand.lastSentAt`.
Backwards-compatible at the helper level — pickWinningCandidateWithPool
forwards `cand` instead of `cand.rule`.

Cache memo hit rate drops since lastSentAt varies per-rule, but
correctness > a few extra Upstash GETs.

Risk 2 — pickWinningCandidateWithPool returned the first candidate
with a non-empty raw pool as winner. If composeBriefFromDigestStories
then dropped every story (URL/headline/shape filters), the caller
bailed without trying lower-priority candidates. Pre-PR behaviour was
to keep walking. This regressed multi-rule users whose top-priority
rule's pool happens to be entirely filter-rejected.

Fix: optional `tryCompose(cand, stories)` callback on
pickWinningCandidateWithPool. When provided, the helper calls it after
the non-empty pool check; falsy return → log filter-rejected and walk
to the next candidate; truthy → returns `{winner, stories,
composeResult}` so the caller can reuse the result. Without the
callback, legacy semantics preserved (existing tests + callers
unaffected).

Caller composeAndStoreBriefForUser passes a no-synthesis compose call
as tryCompose — cheap pure-JS, no I/O. Synthesis only runs once after
the winner is locked in, so the perf cost is one extra compose per
filter-rejected candidate, no extra LLM round-trips.

Tests:
- 10 new cases in tests/digest-orchestration-helpers.test.mjs
  covering: digestFor receiving full candidate; tryCompose
  fall-through to lower-priority; all-rejected returns null;
  composeResult forwarded; legacy semantics without tryCompose;
  digestWindowStartMs lastSentAt-vs-default branches; weekly +
  twice-daily window parity assertions; epoch-zero ?? guard.
- Updated tests/digest-cache-key-sensitivity.test.mjs static-shape
  regex to match the new `cand.rule.sensitivity` cache-key shape
  (intent unchanged: cache key MUST include sensitivity).

Stacked on PR #3396 — targets feat/brief-two-brain-divergence.
2026-04-25 16:22:31 +04:00
..