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cyclone/docs/superpowers/plans/2026-06-24-cyclone-sftp-polling-enablement.md

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# SP25 — SFTP Polling Enablement Implementation Plan
> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Make the existing SP16 inbound-MFT scheduler point at `mft.gainwelltechnologies.com` and poll real files unattended, by extending the secrets lookup to support plain env vars, adding `PATCH /api/clearhouse` to flip `stub` without raw SQL, and writing an operator runbook.
**Architecture:** Three small backend changes layered on the existing SP16 polling scheduler — `secrets.get_secret()` gains an env-var-first lookup tier; `scheduler.reconfigure_scheduler()` cancels and replaces the running task with a 30-second drain; `PATCH /api/clearhouse` is a thin endpoint that validates → writes → re-configures → returns. A new `docs/RUNBOOK.md` documents the operator steps. No parser changes, no new migration, no UI.
**Tech Stack:** Python 3.11+, FastAPI, Pydantic v2, SQLAlchemy 2.x, asyncio, pytest. Backend-only; no frontend or build changes.
**Branch:** `sp25-sftp-polling-enablement`
---
## File Structure
| File | Change | Responsibility |
|---|---|---|
| `backend/src/cyclone/secrets.py` | Modify | Three-tier `get_secret()`: env var → Keychain → None. |
| `backend/src/cyclone/scheduler.py` | Modify | New `reconfigure_scheduler()` helper that cancels the running task and replaces the singleton. |
| `backend/src/cyclone/store.py` | Modify | New `update_clearhouse()` method on the store facade. |
| `backend/src/cyclone/api.py` | Modify | New `PATCH /api/clearhouse` endpoint gated by `matrix_gate`. |
| `backend/tests/test_secrets_envvar.py` | Create | 8 cases covering the three-tier lookup. |
| `backend/tests/test_store_update_clearhouse.py` | Create | 2 cases for the new store method. |
| `backend/tests/test_scheduler_reconfigure.py` | Create | 5 cases for the reconfigure helper. |
| `backend/tests/test_api_clearhouse_patch.py` | Create | 7 cases for the PATCH endpoint. |
| `docs/RUNBOOK.md` | Create | Operator runbook for SFTP polling enablement. |
---
## Task 1: Extend `secrets.get_secret()` with env-var lookup
**Files:**
- Modify: `backend/src/cyclone/secrets.py`
- Test: `backend/tests/test_secrets_envvar.py`
- [ ] **Step 1: Write the failing tests**
Create `backend/tests/test_secrets_envvar.py`:
```python
"""SP25 — env-var fallback in cyclone.secrets.get_secret().
The scheduler's ``SftpClient._connect`` calls ``get_secret(name)`` to
fetch the MFT password. Today the lookup is macOS-Keychain-only via
the ``keyring`` library. SP25 adds a plain env-var tier in front of
the Keychain so the same code path serves a Linux server or Docker
container with no platform-specific glue.
"""
from __future__ import annotations
import importlib
import os
import pytest
@pytest.fixture
def secrets_module(monkeypatch):
"""Reload cyclone.secrets with a clean keyring state per test."""
# Force a fresh import so module-level keyring cache is clean.
import cyclone.secrets as secrets_mod
importlib.reload(secrets_mod)
yield secrets_mod
importlib.reload(secrets_mod)
def test_env_var_wins_over_keychain(monkeypatch, secrets_module):
"""Env var present AND Keychain has an entry → env var returned."""
monkeypatch.setenv("cyclone.test.password", "from-env")
monkeypatch.setattr(
secrets_module.keyring, "get_password",
lambda service, name: "from-keychain",
)
assert secrets_module.get_secret("cyclone.test.password") == "from-env"
def test_env_var_strips_trailing_newline(monkeypatch, secrets_module):
"""A trailing newline (common in .env files) is stripped."""
monkeypatch.setenv("cyclone.test.password", "s3cret\n")
assert secrets_module.get_secret("cyclone.test.password") == "s3cret"
def test_env_var_strips_leading_and_trailing_whitespace(monkeypatch, secrets_module):
monkeypatch.setenv("cyclone.test.password", " s3cret \n")
assert secrets_module.get_secret("cyclone.test.password") == "s3cret"
def test_env_var_set_keychain_absent(monkeypatch, secrets_module):
monkeypatch.setenv("cyclone.test.password", "from-env")
monkeypatch.setattr(
secrets_module.keyring, "get_password", lambda service, name: None,
)
assert secrets_module.get_secret("cyclone.test.password") == "from-env"
def test_env_var_absent_keychain_present(monkeypatch, secrets_module):
monkeypatch.delenv("cyclone.test.password", raising=False)
monkeypatch.setattr(
secrets_module.keyring, "get_password",
lambda service, name: "from-keychain",
)
assert secrets_module.get_secret("cyclone.test.password") == "from-keychain"
def test_both_absent_returns_none(monkeypatch, secrets_module):
monkeypatch.delenv("cyclone.test.password", raising=False)
monkeypatch.setattr(
secrets_module.keyring, "get_password", lambda service, name: None,
)
assert secrets_module.get_secret("cyclone.test.password") is None
def test_keyring_library_missing_falls_through_to_none(monkeypatch, secrets_module):
"""If keyring is not installed at all, get_secret still returns None
instead of raising ImportError."""
monkeypatch.setenv("cyclone.test.password", "from-env")
monkeypatch.setattr(secrets_module, "_HAS_KEYRING", False)
# Even if keyring is missing, the env-var tier still wins.
assert secrets_module.get_secret("cyclone.test.password") == "from-env"
def test_empty_env_var_treated_as_absent(monkeypatch, secrets_module):
"""An env var set to '' should not propagate — fall through to Keychain/None."""
monkeypatch.setenv("cyclone.test.password", "")
monkeypatch.setattr(
secrets_module.keyring, "get_password",
lambda service, name: "from-keychain",
)
assert secrets_module.get_secret("cyclone.test.password") == "from-keychain"
def test_gainwell_env_var_mapping(monkeypatch, secrets_module):
"""The Keychain account ``sftp.gainwell.password`` maps to the env
var ``CYCLONE_SFTP_PASSWORD`` via the internal name table. Without
this, an operator setting ``CYCLONE_SFTP_PASSWORD`` on a Linux box
would not get the MFT password."""
monkeypatch.setenv("CYCLONE_SFTP_PASSWORD", "real-mft-password")
monkeypatch.setattr(
secrets_module.keyring, "get_password", lambda service, name: None,
)
assert secrets_module.get_secret("sftp.gainwell.password") == "real-mft-password"
```
- [ ] **Step 2: Run tests to verify they fail**
Run: `cd backend && .venv/bin/pytest tests/test_secrets_envvar.py -v`
Expected: All tests FAIL because the current `get_secret()` does not check `os.environ` first.
- [ ] **Step 3: Implement the env-var lookup**
Modify `backend/src/cyclone/secrets.py`. Add `import os` at the top and replace the `get_secret` function:
```python
"""macOS Keychain secret accessor for Cyclone.
SP9. The SFTP credentials for Gainwell's MFT are stored in the macOS
Keychain under service ``cyclone`` and a username that acts as the
secret name (e.g. ``sftp.gainwell.password``). This module fetches
them by name.
Fallback: when the ``keyring`` library is missing (Linux dev box) or
the entry doesn't exist, returns ``None`` (caller decides what to do).
A stub secret ``<stub-secret>`` is provided for the SP9 stub flow.
Setup (one-time, by the operator):
security add-generic-password -s cyclone -a sftp.gainwell.password -w '<password>'
Verification:
security find-generic-password -s cyclone -a sftp.gainwell.password -w
SP25: the lookup now resolves the secret in three tiers, in this order:
1. Plain env var named exactly ``<name>`` — highest priority.
Lets a Linux server or Docker container pass the MFT password
via ``CYCLONE_SFTP_PASSWORD=...`` without touching the Keychain.
Trailing/leading whitespace (including the ``\\n`` that .env
files often leave at EOF) is stripped; an empty value is
treated as absent.
2. macOS Keychain via ``keyring`` — unchanged from SP9. Kept as a
fallback so a macOS workstation that prefers
``security add-generic-password`` works without env-var exports.
3. ``None`` — caller decides what to do (``SftpClient._connect``
raises a precise ``RuntimeError`` on real-mode auth).
"""
from __future__ import annotations
import logging
import os
from typing import Optional
log = logging.getLogger(__name__)
SERVICE_NAME = "cyclone"
STUB_SECRET = "<stub-secret>"
# Try to import keyring lazily — it's an optional dep so the rest of
# the codebase doesn't fail on Linux dev boxes without it.
try:
import keyring # type: ignore[import-untyped]
_HAS_KEYRING = True
except ImportError:
keyring = None # type: ignore[assignment]
_HAS_KEYRING = False
def get_secret(name: str) -> Optional[str]:
"""Fetch a secret by name. Three-tier lookup: env var, Keychain, None.
Args:
name: The secret name. Matches both the env-var name and the
Keychain account (e.g. ``"sftp.gainwell.password"`` /
``CYCLONE_SFTP_PASSWORD`` would NOT match — the env var
name is the bare secret name, not the
``CYCLONE_<UPPER_SNAKE_CASE>`` form. Operators who want
the env-var shortcut set the var named exactly ``<name>``).
For the Gainwell MFT password, the spec uses
``CYCLONE_SFTP_PASSWORD`` as the env var and the
``sftp.gainwell.password`` Keychain account as the
fallback. If we want them to match by name (one source of
truth), we map via the ``_ENV_NAME_FOR`` table at the
bottom of this module.
Returns:
The secret string (stripped), or ``None`` if no tier produced
a value.
"""
env_name = _ENV_NAME_FOR.get(name, name)
raw = os.environ.get(env_name)
if raw is not None:
stripped = raw.strip()
if stripped:
log.debug("Secret %r resolved from env var %r", name, env_name)
return stripped
# Empty env var — treat as absent and fall through.
if _HAS_KEYRING:
try:
value = keyring.get_password(SERVICE_NAME, name)
if value is not None:
return value
except Exception as exc: # noqa: BLE001 (Keychain can raise anything)
log.warning("Keychain get_secret(%r) failed: %s", name, exc)
return None
def set_secret(name: str, value: str) -> bool:
"""Set a secret in macOS Keychain. Returns True on success.
Only used by the operator's manual setup script; not called by the
application at runtime.
"""
if not _HAS_KEYRING:
log.error("keyring not installed; cannot set_secret(%r)", name)
return False
try:
keyring.set_password(SERVICE_NAME, name, value)
return True
except Exception as exc: # noqa: BLE001
log.error("Keychain set_secret(%r) failed: %s", name, exc)
return False
def has_keyring() -> bool:
"""True if the ``keyring`` library is importable (regardless of whether
the Keychain entry actually exists)."""
return _HAS_KEYRING
# Mapping from Keychain account name (used in ``SftpBlock.auth``) to
# the operator-facing env var. Keeping this table here means callers
# don't have to remember the difference between
# ``sftp.gainwell.password`` (Keychain account) and
# ``CYCLONE_SFTP_PASSWORD`` (env var).
_ENV_NAME_FOR: dict[str, str] = {
"sftp.gainwell.password": "CYCLONE_SFTP_PASSWORD",
}
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `cd backend && .venv/bin/pytest tests/test_secrets_envvar.py -v`
Expected: All 8 tests PASS.
- [ ] **Step 5: Commit**
```bash
git add backend/src/cyclone/secrets.py backend/tests/test_secrets_envvar.py
git commit -m "feat(sp25): secrets.get_secret() env-var-first lookup"
```
---
## Task 2: Add `store.update_clearhouse()`
**Files:**
- Modify: `backend/src/cyclone/store.py`
- Test: `backend/tests/test_store_update_clearhouse.py`
- [ ] **Step 1: Write the failing tests**
Create `backend/tests/test_store_update_clearhouse.py`:
```python
"""SP25 — store.update_clearhouse() round-trip test.
The PATCH /api/clearhouse endpoint needs a way to replace the singleton
clearhouse row inside one session. This test exercises the method
directly against a fresh in-memory DB.
"""
from __future__ import annotations
import json
import pytest
from cyclone import db
from cyclone.providers import Clearhouse, SftpBlock, FilenameBlock
from cyclone.store import store as cycl_store
def _seed_clearhouse():
"""Insert the default clearhouse row used by SP9's lifespan seed."""
cycl_store.ensure_clearhouse_seeded()
def test_update_clearhouse_round_trip():
"""Replace all fields on the singleton row; GET returns the new values."""
_seed_clearhouse()
new_block = SftpBlock(
host="mft.gainwelltechnologies.com",
port=22,
username="colorado-fts\\coxix_prod_11525703",
paths={
"outbound": "/CO XIX/PROD/coxix_prod_11525703/FromHPE",
"inbound": "/CO XIX/PROD/coxix_prod_11525703/ToHPE",
},
stub=False,
staging_dir="./var/sftp/staging",
auth={"password_keychain_account": "sftp.gainwell.password"},
)
new_clearhouse = Clearhouse.model_validate({
"id": 1,
"name": "dzinesco",
"tpid": "11525703",
"submitter_name": "Dzinesco",
"submitter_id_qual": "46",
"submitter_contact_name": "Tyler Martinez",
"submitter_contact_email": "tyler@dzinesco.com",
"filename_block": {
"tz": "America/Denver",
"outbound_template": "{tpid}-{tx}-{ts_mt}-1of1.{ext}",
"inbound_template": "TP{tpid}-{orig_tx}_M{tracking}-{ts}-1of1_{file_type}.x12",
},
"sftp_block": new_block.model_dump(),
"updated_at": "2026-06-24T00:00:00+00:00",
})
cycl_store.update_clearhouse(new_clearhouse)
fetched = cycl_store.get_clearhouse()
assert fetched is not None
assert fetched.sftp_block.stub is False
assert fetched.sftp_block.host == "mft.gainwelltechnologies.com"
assert fetched.sftp_block.auth == {"password_keychain_account": "sftp.gainwell.password"}
def test_update_clearhouse_missing_row_raises():
"""If the singleton row was never seeded, update raises LookupError."""
# Wipe the DB.
db._reset_for_tests()
db.init_db()
new_block = SftpBlock(
host="mft.example.com", port=22, username="u",
paths={"outbound": "/o", "inbound": "/i"},
stub=True, staging_dir="/tmp", auth={},
)
new_clearhouse = Clearhouse.model_validate({
"id": 1, "name": "x", "tpid": "1",
"submitter_name": "X", "submitter_id_qual": "46",
"submitter_contact_name": "X", "submitter_contact_email": "x@x",
"filename_block": {
"tz": "America/Denver",
"outbound_template": "{tpid}-{tx}-{ts}-1of1.{ext}",
"inbound_template": "TP{tpid}-{tx}_{ts}.x12",
},
"sftp_block": new_block.model_dump(),
"updated_at": "2026-06-24T00:00:00+00:00",
})
with pytest.raises(LookupError):
cycl_store.update_clearhouse(new_clearhouse)
```
- [ ] **Step 2: Run tests to verify they fail**
Run: `cd backend && .venv/bin/pytest tests/test_store_update_clearhouse.py -v`
Expected: Both tests FAIL with `AttributeError: module 'cyclone.store' has no attribute 'update_clearhouse'` (or similar — the method does not exist yet).
- [ ] **Step 3: Implement `update_clearhouse()`**
Modify `backend/src/cyclone/store.py`. Add the following method to the `CycloneStore` class, right after `get_clearhouse` (search for `def get_clearhouse` and insert after it):
```python
def update_clearhouse(self, block: Clearhouse) -> Clearhouse:
"""Replace the singleton clearhouse row. SP25.
Used by ``PATCH /api/clearhouse`` to flip ``sftp_block.stub``
and adjust host/port/paths without touching SQLite directly.
Raises ``LookupError`` if the singleton row is missing — the
caller is expected to run the lifespan seed first.
"""
from cyclone.db import ClearhouseORM
from cyclone.providers import Clearhouse as ClearhouseModel
with db.SessionLocal()() as s:
row = s.get(ClearhouseORM, 1)
if row is None:
raise LookupError(
"clearhouse singleton row missing; run the lifespan "
"seed (configure_scheduler) before PATCH /api/clearhouse"
)
row.name = block.name
row.tpid = block.tpid
row.submitter_name = block.submitter_name
row.submitter_id_qual = block.submitter_id_qual
row.submitter_contact_name = block.submitter_contact_name
row.submitter_contact_email = block.submitter_contact_email
row.filename_block_json = json.dumps(block.filename_block.model_dump())
row.sftp_block_json = json.dumps(block.sftp_block.model_dump())
row.updated_at = datetime.now(timezone.utc).isoformat()
s.commit()
return ClearhouseModel.model_validate({
"id": 1,
"name": row.name,
"tpid": row.tpid,
"submitter_name": row.submitter_name,
"submitter_id_qual": row.submitter_id_qual,
"submitter_contact_name": row.submitter_contact_name,
"submitter_contact_email": row.submitter_contact_email,
"filename_block": json.loads(row.filename_block_json),
"sftp_block": json.loads(row.sftp_block_json),
})
```
Make sure `json`, `datetime`, `timezone` are already imported in `store.py` — they are (the file already uses them).
- [ ] **Step 4: Run tests to verify they pass**
Run: `cd backend && .venv/bin/pytest tests/test_store_update_clearhouse.py -v`
Expected: Both tests PASS.
- [ ] **Step 5: Commit**
```bash
git add backend/src/cyclone/store.py backend/tests/test_store_update_clearhouse.py
git commit -m "feat(sp25): store.update_clearhouse() for PATCH endpoint"
```
---
## Task 3: Add `scheduler.reconfigure_scheduler()`
**Files:**
- Modify: `backend/src/cyclone/scheduler.py`
- Test: `backend/tests/test_scheduler_reconfigure.py`
- [ ] **Step 1: Write the failing tests**
Create `backend/tests/test_scheduler_reconfigure.py`:
```python
"""SP25 — scheduler.reconfigure_scheduler() hot-reload.
The PATCH /api/clearhouse endpoint calls reconfigure_scheduler() to
replace the singleton ``_scheduler`` instance with one that uses the
new SftpBlock. If the previous scheduler was running, the helper
cancels it (with the same 30-second drain as Scheduler.stop()) and
starts the new one. If it was stopped, the new one is left stopped.
"""
from __future__ import annotations
import asyncio
from pathlib import Path
import pytest
from cyclone import db, scheduler as sched_mod
from cyclone.providers import SftpBlock
from cyclone.scheduler import Scheduler
def _stub_block(stub: bool = True, host: str = "stub-host") -> SftpBlock:
return SftpBlock(
host=host,
port=22,
username="test-user",
paths={"outbound": "/o", "inbound": "/i"},
stub=stub,
staging_dir="/tmp/cyclone-test",
auth={},
)
def _drain():
"""Yield once so any awaiting coroutine has a chance to advance."""
return asyncio.sleep(0)
@pytest.fixture(autouse=True)
def _reset_scheduler():
sched_mod.reset_scheduler_for_tests()
yield
sched_mod.reset_scheduler_for_tests()
def test_reconfigure_when_not_running():
"""If the previous scheduler is stopped, reconfigure replaces the
singleton without starting it."""
async def _go():
block_a = _stub_block(stub=True, host="block-a")
sched_a = sched_mod.configure_scheduler(block_a, sftp_block_name="a")
assert not sched_a.is_running()
block_b = _stub_block(stub=True, host="block-b")
sched_b = await sched_mod.reconfigure_scheduler(
block_b, sftp_block_name="b",
)
assert sched_b is sched_mod.get_scheduler()
assert not sched_b.is_running()
assert sched_b._sftp_block_name == "b"
asyncio.run(_go())
def test_reconfigure_when_running_starts_new_one():
"""If the previous scheduler is running, reconfigure cancels it and
starts the new one."""
async def _go():
block_a = _stub_block(stub=True, host="block-a")
sched_a = sched_mod.configure_scheduler(block_a, sftp_block_name="a")
await sched_a.start()
assert sched_a.is_running()
block_b = _stub_block(stub=True, host="block-b")
sched_b = await sched_mod.reconfigure_scheduler(
block_b, sftp_block_name="b",
)
# Let the cancel/start settle.
await _drain()
assert sched_b.is_running()
assert sched_b._sftp_block_name == "b"
await sched_b.stop()
asyncio.run(_go())
def test_reconfigure_during_in_flight_tick():
"""If a tick is mid-flight, reconfigure waits for it (cooperative)
then starts the new one. Verified by feeding the scheduler a slow
client factory."""
async def _go():
block_a = _stub_block(stub=True, host="block-a")
sched_mod.configure_scheduler(block_a, sftp_block_name="a")
started = asyncio.Event()
finish = asyncio.Event()
async def _slow_tick():
started.set()
await finish.wait()
# Inject a custom factory that returns a scheduler pre-armed
# with a slow _tick_impl, so we can hold the "tick" mid-flight.
class _FakeScheduler:
def __init__(self, block, **_):
self._block = block
self._task = None
self._running = False
async def start(self):
self._running = True
self._task = asyncio.create_task(_slow_tick())
async def stop(self):
self._running = False
if self._task:
self._task.cancel()
try:
await self._task
except asyncio.CancelledError:
pass
self._task = None
def is_running(self):
return self._running
# Monkey-patch the module-level Scheduler class for this test.
original_scheduler_cls = sched_mod.Scheduler
sched_mod.Scheduler = _FakeScheduler # type: ignore[assignment]
try:
sched_mod.configure_scheduler(block_a, sftp_block_name="a")
sched_a = sched_mod.get_scheduler()
await sched_a.start()
await started.wait()
assert sched_a.is_running()
# Now reconfigure. The reconfigure should wait for the
# in-flight "tick" to finish before starting the new one.
reconfigure_task = asyncio.create_task(
sched_mod.reconfigure_scheduler(block_a, sftp_block_name="b"),
)
# Give the reconfigure a tick to attempt the cancel.
await asyncio.sleep(0.05)
assert not reconfigure_task.done(), "reconfigure should be waiting for in-flight tick"
finish.set()
sched_b = await reconfigure_task
assert sched_b is sched_mod.get_scheduler()
finally:
sched_mod.Scheduler = original_scheduler_cls # type: ignore[assignment]
asyncio.run(_go())
def test_reconfigure_drain_timeout_matches_stop(monkeypatch):
"""The reconfigure's drain timeout matches Scheduler.stop() — both
are 30 seconds. We can't wait 30s in a test, but we can verify the
constant is shared."""
# Both code paths should reference the same constant.
assert hasattr(sched_mod, "_DRAIN_TIMEOUT_SECONDS")
assert sched_mod._DRAIN_TIMEOUT_SECONDS == 30
def test_multiple_reconfigures_no_leaked_tasks():
"""Reconfiguring back and forth N times does not leak asyncio tasks."""
async def _go():
block = _stub_block(stub=True, host="block-a")
sched_mod.configure_scheduler(block, sftp_block_name="a")
sched = sched_mod.get_scheduler()
await sched.start()
before = len(asyncio.all_tasks())
for i in range(3):
block_i = _stub_block(stub=True, host=f"block-{i}")
await sched_mod.reconfigure_scheduler(block_i, sftp_block_name=f"b{i}")
await _drain()
after = len(asyncio.all_tasks())
# The new scheduler itself owns one task; allow +1.
assert after - before <= 1, f"tasks leaked: before={before} after={after}"
await sched_mod.get_scheduler().stop()
asyncio.run(_go())
```
- [ ] **Step 2: Run tests to verify they fail**
Run: `cd backend && .venv/bin/pytest tests/test_scheduler_reconfigure.py -v`
Expected: Tests FAIL — `reconfigure_scheduler` does not exist yet.
- [ ] **Step 3: Implement `reconfigure_scheduler()`**
Modify `backend/src/cyclone/scheduler.py`. Add a constant near the top of the file (after `STATUS_*` definitions), and add the new function near the bottom (right after `reset_scheduler_for_tests`):
```python
# How long reconfigure_scheduler waits for the in-flight tick to
# drain before cancelling the old task. Matches Scheduler.stop().
_DRAIN_TIMEOUT_SECONDS = 30
```
And add the function after `reset_scheduler_for_tests`:
```python
async def reconfigure_scheduler(
sftp_block: SftpBlock,
*,
poll_interval_seconds: int = 60,
sftp_block_name: str = "default",
) -> Scheduler:
"""Replace the singleton scheduler; restart if it was running. SP25.
Called from ``PATCH /api/clearhouse`` so the next scheduler tick
uses the new SftpBlock without a process restart.
Lifecycle:
* If the previous scheduler is running, ``stop()`` it (waits
up to ``_DRAIN_TIMEOUT_SECONDS`` for the current tick to
finish — matches the existing ``Scheduler.stop()`` timeout).
* Replace the module-level ``_scheduler`` singleton with a
fresh ``Scheduler`` against the new block.
* If the previous one was running, ``start()`` the new one.
Threading: same constraint as ``configure_scheduler`` — must be
called from the FastAPI event loop, not a worker thread.
"""
global _scheduler
was_running = False
if _scheduler is not None:
was_running = _scheduler.is_running()
if was_running:
# Drain the in-flight tick. Scheduler.stop() already
# applies the _DRAIN_TIMEOUT_SECONDS timeout internally;
# we just await it.
await _scheduler.stop()
poll = int(
os.environ.get("CYCLONE_SCHEDULER_POLL_SECONDS", poll_interval_seconds),
)
_scheduler = Scheduler(
sftp_block,
poll_interval_seconds=poll,
sftp_block_name=sftp_block_name,
)
if was_running:
await _scheduler.start()
log.info(
"Scheduler reconfigured",
extra={
"was_running": was_running,
"sftp_block": sftp_block_name,
"host": sftp_block.host,
"stub": sftp_block.stub,
},
)
return _scheduler
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `cd backend && .venv/bin/pytest tests/test_scheduler_reconfigure.py -v`
Expected: All 5 tests PASS.
- [ ] **Step 5: Commit**
```bash
git add backend/src/cyclone/scheduler.py backend/tests/test_scheduler_reconfigure.py
git commit -m "feat(sp25): scheduler.reconfigure_scheduler() hot-reload helper"
```
---
## Task 4: Add `PATCH /api/clearhouse` endpoint
**Files:**
- Modify: `backend/src/cyclone/api.py`
- Test: `backend/tests/test_api_clearhouse_patch.py`
- [ ] **Step 1: Write the failing tests**
Create `backend/tests/test_api_clearhouse_patch.py`:
```python
"""SP25 — PATCH /api/clearhouse endpoint.
Lets the operator flip sftp_block.stub and adjust host/port/paths
without raw SQL. The endpoint validates via the Clearhouse Pydantic
model, writes via store.update_clearhouse(), then hot-reloads the
running scheduler via scheduler.reconfigure_scheduler().
"""
from __future__ import annotations
import json
from unittest.mock import AsyncMock, patch
import pytest
from cyclone import db, scheduler as sched_mod
from cyclone.providers import Clearhouse, SftpBlock, FilenameBlock
from cyclone.store import store as cycl_store
def _seed_and_login(client):
"""Insert the clearhouse row and bootstrap an admin session."""
cycl_store.ensure_clearhouse_seeded()
from cyclone.auth.bootstrap import ensure_admin_user
ensure_admin_user("admin", "test-password-12345")
r = client.post("/api/auth/login", json={
"username": "admin", "password": "test-password-12345",
})
assert r.status_code == 200, r.text
def _clearhouse_body_from_get(client, **overrides) -> dict:
"""GET the current clearhouse row and apply ``overrides`` to the
sftp_block. The PATCH endpoint requires a full Clearhouse body,
so we always round-trip through GET first to get the right
updated_at + filename_block shape."""
r = client.get("/api/clearhouse")
assert r.status_code == 200, r.text
body = r.json()
sb = dict(body["sftp_block"])
sb.update(overrides)
body["sftp_block"] = sb
return body
def test_patch_flips_stub_and_get_reflects(client):
_seed_and_login(client)
body = _clearhouse_body_from_get(client, stub=False, host="mft.example.com")
r = client.patch("/api/clearhouse", json=body)
assert r.status_code == 200, r.text
payload = r.json()
assert payload["sftp_block"]["stub"] is False
assert payload["sftp_block"]["host"] == "mft.example.com"
r2 = client.get("/api/clearhouse")
assert r2.status_code == 200
assert r2.json()["sftp_block"]["stub"] is False
def test_patch_with_string_stub_returns_422(client):
_seed_and_login(client)
body = _clearhouse_body_from_get(client)
body["sftp_block"]["stub"] = "yes" # string instead of bool
r = client.patch("/api/clearhouse", json=body)
assert r.status_code == 422
def test_patch_real_block_requires_host(client):
_seed_and_login(client)
body = _clearhouse_body_from_get(client, stub=False, host="")
r = client.patch("/api/clearhouse", json=body)
assert r.status_code == 422
def test_patch_real_block_requires_password_keychain_account(client):
_seed_and_login(client)
body = _clearhouse_body_from_get(
client,
stub=False,
auth={"password_keychain_account": ""},
)
r = client.patch("/api/clearhouse", json=body)
assert r.status_code == 422
def test_patch_without_session_returns_401(client):
cycl_store.ensure_clearhouse_seeded()
# Build a body manually (no GET since we're not logged in).
r_get = client.get("/api/clearhouse")
assert r_get.status_code == 200
body = r_get.json()
body["sftp_block"]["stub"] = False
r = client.patch("/api/clearhouse", json=body)
assert r.status_code == 401
def test_patch_triggers_scheduler_reconfigure(client):
"""The PATCH must call scheduler.reconfigure_scheduler() with the new
SftpBlock so the next tick uses real MFT instead of the stub."""
_seed_and_login(client)
with patch.object(
sched_mod, "reconfigure_scheduler",
AsyncMock(return_value=AsyncMock()),
) as mock_reconf:
body = _clearhouse_body_from_get(
client,
stub=False,
host="mft.gainwelltechnologies.com",
)
r = client.patch("/api/clearhouse", json=body)
assert r.status_code == 200, r.text
assert mock_reconf.await_count == 1
# The new sftp_block is passed positionally; sftp_block_name
# comes from the clearhouse row's ``name`` field.
call_args = mock_reconf.await_args
assert call_args.args[0].stub is False
assert call_args.args[0].host == "mft.gainwelltechnologies.com"
assert call_args.kwargs.get("sftp_block_name") == "dzinesco"
def test_patch_returns_post_update_row(client):
_seed_and_login(client)
body = _clearhouse_body_from_get(client, stub=False, host="mft.example.com")
r = client.patch("/api/clearhouse", json=body)
assert r.status_code == 200
payload = r.json()
assert payload["name"] == "dzinesco"
assert payload["tpid"] == "11525703"
assert payload["sftp_block"]["stub"] is False
assert payload["sftp_block"]["host"] == "mft.example.com"
```
- [ ] **Step 2: Run tests to verify they fail**
Run: `cd backend && .venv/bin/pytest tests/test_api_clearhouse_patch.py -v`
Expected: All tests FAIL — `PATCH /api/clearhouse` does not exist (404 or 405).
- [ ] **Step 3: Implement `PATCH /api/clearhouse`**
Modify `backend/src/cyclone/api.py`. Right after the existing `GET /api/clearhouse` endpoint (search for `@app.get("/api/clearhouse"`) and insert after the function body:
```python
@app.patch("/api/clearhouse", dependencies=[Depends(matrix_gate)])
async def patch_clearhouse(body: dict) -> Any:
"""Replace the singleton clearhouse row (SP25).
The full ``Clearhouse`` model is required — we don't accept partial
updates because the operator-facing use case is "I'm switching the
loop to real MFT" or "I'm pointing at a different MFT server",
not "I'm tweaking one field at a time." Validation errors are
returned as 422 (Pydantic default).
After a successful write, the running scheduler is hot-reloaded
via ``scheduler.reconfigure_scheduler(force=True)`` so the next
tick uses the new SftpBlock without a process restart.
"""
from cyclone import scheduler as _scheduler_mod
from cyclone.providers import Clearhouse as _Clearhouse
# Validate via the same Pydantic model the spec uses, so the
# request shape is the source of truth.
try:
parsed = _Clearhouse.model_validate(body)
except Exception as exc:
raise HTTPException(status_code=422, detail=str(exc)) from exc
# SP25: when sftp_block.stub=false, the block must carry an auth
# account name and a non-empty host. The Pydantic model catches
# some of these; this catches the "empty password_keychain_account"
# case (which Pydantic allows because it's a free-form dict).
sb = parsed.sftp_block
if not sb.stub:
if not sb.host:
raise HTTPException(
status_code=422,
detail="sftp_block.host is required when stub=false",
)
auth = sb.auth or {}
if not auth.get("password_keychain_account") and not auth.get("key_file"):
raise HTTPException(
status_code=422,
detail=(
"sftp_block.auth must contain either "
"'password_keychain_account' or 'key_file' when stub=false"
),
)
updated = store.update_clearhouse(parsed)
await _scheduler_mod.reconfigure_scheduler(
updated.sftp_block,
sftp_block_name=updated.name or "default",
)
return json.loads(updated.model_dump_json())
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `cd backend && .venv/bin/pytest tests/test_api_clearhouse_patch.py -v`
Expected: All 7 tests PASS.
- [ ] **Step 5: Commit**
```bash
git add backend/src/cyclone/api.py backend/tests/test_api_clearhouse_patch.py
git commit -m "feat(sp25): PATCH /api/clearhouse with hot-reload"
```
---
## Task 5: Write `docs/RUNBOOK.md`
**Files:**
- Create: `docs/RUNBOOK.md`
- [ ] **Step 1: Draft the runbook**
Create `docs/RUNBOOK.md` with the following content:
```markdown
# Cyclone Operator Runbook
Procedures for running Cyclone in production. The end-user README
covers dev setup; this doc is for an operator bringing up SFTP polling
on a fresh host.
## SP25 — Enable SFTP Polling for Real Gainwell MFT
The inbound MFT polling scheduler ships in SP16 and is wired to real
paramiko SFTP in SP13. To turn it on for `mft.gainwelltechnologies.com`:
### Prerequisites
- Python 3.11+ with the `cyclone` package installed (`pip install -e .[dev,sftp]`).
- The macOS `keyring` library is optional. On a Linux server or Docker
container, the MFT password is supplied via a plain env var (no
Keychain dependency).
- Outbound TCP/22 to `mft.gainwelltechnologies.com`.
### Env vars
| Variable | Required | Default | Purpose |
|---|---|---|---|
| `CYCLONE_SFTP_PASSWORD` | Yes (real MFT only) | unset | The MFT password. Stripped of whitespace; empty values are treated as unset. |
| `CYCLONE_SCHEDULER_AUTOSTART` | No | unset (falsy) | When `1`/`true`/`yes`, the scheduler starts polling on API launch. |
| `CYCLONE_SCHEDULER_POLL_SECONDS` | No | `60` | Seconds between poll cycles. The Gainwell MFT server doesn't push — we pull. |
### First-time setup
1. **Set the password env var.** On the server that runs Cyclone:
```bash
export CYCLONE_SFTP_PASSWORD='the-actual-password'
```
For systemd / Docker, persist this in the service file or
`docker-compose.yml` (use a `_FILE` companion or a `secrets:`
block; see your platform's docs).
2. **Confirm the clearhouse SFTP block is configured.** `GET /api/clearhouse` should return a row. If not, run the lifespan once to seed it (any API launch will do).
3. **Flip stub → false and point at real MFT.** Authenticated as an admin:
```bash
# GET the current row, modify the sftp_block, PATCH it back.
# The endpoint requires a full Clearhouse body, so always
# round-trip through GET to get the right updated_at + filename_block.
curl -s http://127.0.0.1:8000/api/clearhouse -b cookies.txt > /tmp/ch.json
# Edit /tmp/ch.json — set sftp_block.stub to false and adjust host/port/paths/auth.
# The minimum change for real-MFT mode is:
# jq '.sftp_block.stub = false
# | .sftp_block.host = "mft.gainwelltechnologies.com"
# | .sftp_block.auth = {"password_keychain_account": "sftp.gainwell.password"}' \
# /tmp/ch.json > /tmp/ch-patched.json
curl -X PATCH http://127.0.0.1:8000/api/clearhouse \
-H 'Content-Type: application/json' \
-b cookies.txt \
--data @/tmp/ch-patched.json
```
The endpoint hot-reloads the scheduler. No API restart required.
4. **Start polling.** Either:
- Set `CYCLONE_SCHEDULER_AUTOSTART=true` and restart the API.
- Or trigger manually:
```bash
curl -X POST http://127.0.0.1:8000/api/admin/scheduler/start -b cookies.txt
```
### Verification
```bash
# Is the loop running?
curl http://127.0.0.1:8000/api/admin/scheduler/status -b cookies.txt
# Force one poll cycle right now:
curl -X POST http://127.0.0.1:8000/api/admin/scheduler/tick -b cookies.txt
# What files has the scheduler seen?
curl 'http://127.0.0.1:8000/api/admin/scheduler/processed-files?limit=20' -b cookies.txt
# Only the errors?
curl 'http://127.0.0.1:8000/api/admin/scheduler/processed-files?status=error' -b cookies.txt
```
A successful first poll shows rows in `processed-files` with
`status=ok` and a non-zero `claim_count` for 835/277CA files.
### Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| `status=error` rows with `AuthenticationException` | Wrong password in `CYCLONE_SFTP_PASSWORD` | Re-export with the correct value, then PATCH /api/clearhouse or restart. |
| `status=error` rows with `IOError: [Errno 111] Connection refused` | Outbound TCP/22 blocked, or wrong host/port | Check the firewall; confirm `host` in `GET /api/clearhouse`. |
| Zero rows in `processed-files` after a tick | Inbound MFT dir is empty (HPE hasn't pushed yet) — not an error | Wait. Trigger `tick` again later. |
| `RuntimeError: SFTP: Keychain entry ... missing or stub` | `get_secret()` fell through to Keychain (Linux + missing env var) | Set `CYCLONE_SFTP_PASSWORD`. |
| `RuntimeError: SftpBlock.auth must contain ...` | PATCH set `stub=false` without an `auth` block | PATCH again with a complete `auth` dict. |
| Scheduler never starts (`running: false`) | `CYCLONE_SCHEDULER_AUTOSTART` not set, no manual `start` call | Either set autostart or `POST /api/admin/scheduler/start`. |
### macOS dev box variant
If you prefer the Keychain over env vars on macOS:
```bash
security add-generic-password -s cyclone -a sftp.gainwell.password -w '<password>'
security find-generic-password -s cyclone -a sftp.gainwell.password -w # verify
```
The env var is the highest-priority lookup; the Keychain is the
fallback. Setting both means the env var wins. To force the Keychain,
unset the env var for that shell.
```
- [ ] **Step 2: Verify the file is readable**
Run: `ls -la docs/RUNBOOK.md && head -5 docs/RUNBOOK.md`
Expected: File exists, first line is `# Cyclone Operator Runbook`.
- [ ] **Step 3: Commit**
```bash
git add docs/RUNBOOK.md
git commit -m "docs(sp25): RUNBOOK.md — enable SFTP polling for real Gainwell MFT"
```
---
## Task 6: Run full verification
**Files:** none (verification only)
- [ ] **Step 1: Run the full backend test suite**
Run: `cd backend && .venv/bin/pytest -q`
Expected: All previously-passing tests still pass; the 23 new tests
(9 secrets + 2 store + 5 scheduler + 7 api) also pass. Total test count
should be `previous + 23`.
- [ ] **Step 2: Run the backend linter**
Run: `cd backend && .venv/bin/ruff check src tests`
Expected: No lint errors.
- [ ] **Step 3: Run the backend typechecker**
Run: `cd backend && .venv/bin/mypy src/cyclone/secrets.py src/cyclone/scheduler.py src/cyclone/api.py src/cyclone/store.py`
Expected: No type errors. (mypy may not be configured for the project;
if `mypy.ini` is missing, skip this step and note it in the PR
description.)
- [ ] **Step 4: Smoke-test the endpoint manually (stub mode)**
Run a stub-mode smoke test in a Python REPL or one-off script:
```python
from fastapi.testclient import TestClient
from cyclone import db
from cyclone.store import store as cycl_store
db._reset_for_tests()
db.init_db()
cycl_store._seed_clearhouse_if_missing()
from cyclone.api import app
with TestClient(app) as client:
# Bootstrap admin + login.
from cyclone.auth.bootstrap import ensure_admin_user
ensure_admin_user("admin", "test-password-12345")
client.post("/api/auth/login", json={"username": "admin", "password": "test-password-12345"})
# Verify GET.
r = client.get("/api/clearhouse")
assert r.status_code == 200
assert r.json()["sftp_block"]["stub"] is True
# PATCH.
body = r.json()
body["sftp_block"]["stub"] = False
r2 = client.patch("/api/clearhouse", json=body)
assert r2.status_code == 200, r2.text
assert r2.json()["sftp_block"]["stub"] is False
# Verify scheduler was reconfigured.
r3 = client.get("/api/admin/scheduler/status")
assert r3.status_code == 200
```
Expected: all assertions pass.
- [ ] **Step 5: Commit any verification artifacts**
If the smoke-test script was saved as a file (e.g. `scripts/sp25_smoke.py`), commit it. Otherwise, no commit is needed for this task.
---
## Self-Review Checklist (run before opening the PR)
- [ ] All 8 secrets-envvar tests pass.
- [ ] Both store-update-clearhouse tests pass.
- [ ] All 5 scheduler-reconfigure tests pass.
- [ ] All 7 api-clearhouse-patch tests pass.
- [ ] `RUNBOOK.md` is committed.
- [ ] No spec section is unimplemented. Verify against `docs/superpowers/specs/2026-06-24-cyclone-sftp-polling-enablement-design.md`:
- §3.1 (env-var lookup) → Task 1
- §3.2 (PATCH /api/clearhouse) → Tasks 2 + 4
- §3.3 (reconfigure_scheduler) → Task 3
- §3.4 (RUNBOOK.md) → Task 5
- §6 (env vars table) → Task 5
- §8 (testing plan) → Tasks 1, 2, 3, 4
---
## Final PR
When all tasks pass, open a PR titled `SP25 SFTP Polling Enablement`
against `main`. The merge is a single atomic merge commit per the
SP-N flow — no squash, no rebase.