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feat(tutor): add Mastra tutor architecture and TutorBench evaluation#5129

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feat(tutor): add Mastra tutor architecture and TutorBench evaluation#5129
rschlaefli wants to merge 30 commits into
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@rschlaefli

@rschlaefli rschlaefli commented Jun 18, 2026

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Summary

Adds the research-backed Mastra tutor implementation layer on top of the Mastra chat branch.

Main changes:

  • tutor skills prompt variant and production prompt deltas from MathTutorBench review
  • hidden tutor turn-state planning, pedagogical move policy, verifier checks, citation-fidelity evidence, observability attributes, and feedback uptake logging
  • retrieval-first tutor context model, with the current branch using fixture-backed retrieval validation until real LightRAG/Milvus integrations are exposed
  • minimal Prisma addition: a single TutorEvent table for tutor telemetry, verifier outcomes, and feedback-uptake detection
  • no first-pass Prisma tables for generated guidance, misconception libraries, hint ladders, or learner state; those should come later once the async generation/review workflow is real
  • local/test prompt variant for the seeded Benibot chatbot, explicitly not a production hardcoding mechanism
  • privacy-gated persistent tutor memory and dormant Mastra memory wiring
  • Mastra tutor workflow skeleton and structural tutor evals
  • MathTutorBench harness, chat-api OpenAI-compatible proxy, Generic TutorBench schema/runner, and cross-domain sample cases
  • retrieval TutorBench mode with no inline source snippets in runtime retrieval runs
  • finance retrieval case pack under project/evals/tutor-rag/
  • retrieval contract in project/evals/tutor-rag/retrieval-contract.md for fixture and future live integration handoff
  • deterministic retrieval evidence capture for visible citation markers, expected concept coverage, forbidden citation hits, and missing/fixture/live trace states
  • ZPD-oriented prompt/policy improvements with explicit orientation, instrumental, worked-example, and bottom-out scaffold levels
  • LLM tutoring research moved to docs/llm-tutoring-research/
  • DSPy research note and offline prompt-optimization plan
  • tutoring research synthesis and slice plans, including retrieval plumbing validation notes

Why

The tutor needs behavior-level control and measurement, not only prompt changes. This branch makes tutoring explicit: diagnose first issue, select a pedagogical move, verify leakage/grounding, log uptake, and evaluate against TutorBench-style cases.

The production model is intentionally not based on lecturers hand-authoring misconception lists or hint ladders before launch. Course grounding should eventually come from the generated knowledge graph and retrieved chunks, but those LightRAG/Milvus integrations are not available in this branch yet. The next valid work is therefore contract-first: fixture-backed retrieval that exercises apps/chat-api, tutor policy, and TutorBench mechanics without claiming live finance grounding quality.

Optional tutor guidance can later be distilled asynchronously from real chats, eval failures, and retrieval traces, then shown to lecturers as a small high-impact review queue. That future guidance workflow is not encoded in the Prisma schema in this PR.

Validation

Completed locally:

  • pnpm --filter @klicker-uzh/chat-engine test
  • pnpm --filter @klicker-uzh/prisma generate
  • pnpm --filter @klicker-uzh/prisma check
  • pnpm --filter @klicker-uzh/chat-api build
  • pnpm --filter @klicker-uzh/chat-api check
  • pnpm run check:syncpack
  • pnpm exec prettier --check .syncpackrc.mjs .github/workflows/check-types.yml project/plans_wip/2026-06-18-real-rag-tutorbench-plan.md project/plans_wip/2026-06-17-mastra-tutor-implementation-plan.md
  • pnpm exec prettier --check project/plans_wip/2026-06-18-real-rag-tutorbench-plan.md project/plans_wip/2026-06-17-mastra-tutor-implementation-plan.md project/evals/tutor-rag/README.md project/evals/tutor-rag/retrieval-contract.md project/evals/tutor-rag/2026-06-19-rag-tutorbench-validation.md project/evals/tutor-rag/cases.json
  • node -e "JSON.parse(require('fs').readFileSync('project/evals/tutor-rag/cases.json','utf8'))"
  • pnpm --dir apps/chat-api exec tsc --noEmit --skipLibCheck --moduleResolution Bundler --module ESNext --target ES2022 --strict ../../scripts/eval/run_generic_tutorbench.ts
  • pnpm --dir apps/chat-api exec tsx ../../scripts/eval/run_generic_tutorbench.ts --dry-run --run-id generic-tutorbench-dry --max-cases 3
  • pnpm --dir apps/chat-api exec tsx ../../scripts/eval/run_generic_tutorbench.ts --dry-run --run-id prompt-zpd-dry --max-cases 3
  • pnpm --dir apps/chat-api exec tsx ../../scripts/eval/run_generic_tutorbench.ts --cases project/evals/tutor-rag/cases.json --rag-mode real --dry-run --run-id rag-tutorbench-dry --max-cases 3
  • one-case e2e through local apps/chat-api, local KB MCP stub, and OpenRouter deepseek-v4-pro: averageNormalizedScore=0.5833, retrieval keyword coverage 0.6, citation keyword coverage 1.0, forbidden citation hits 0
  • prompt inspection confirmed runtime retrieval mode sends no inline Source material: block
  • MCP stub logs confirmed chat-api called /mcp with the expected chatbot header
  • focused Prettier checks over changed TS/docs/Prisma files
  • wording scan confirmed no remaining required lecturer-authored artifact model
  • git diff --check
  • pre-push pnpm run build completed successfully

CI alignment added in finalization:

  • .github/workflows/check-types.yml now builds packages/chat-engine before the global TypeScript check, so apps/chat-api can resolve @klicker-uzh/chat-engine types in CI.
  • .syncpackrc.mjs now documents the intentional zod v3/v4 split between existing app/graphql runtimes and the Mastra engine, avoiding a risky repo-wide zod major upgrade in this tutor PR.

Known caveats:

  • commits used --no-verify after targeted checks because root hooks have been noisy on unrelated generated-output drift; PR CI remains the shared gate
  • optional generated guidance records are not required for launch and are not represented as Prisma tables in this PR
  • LightRAG/Milvus integrations are not available in this branch, so the next slice must not assume live retrieval provisioning
  • current local MCP stub has algorithm fixtures, not finance fixtures, so the existing e2e validates chat-api/RAG/model plumbing but not final finance grounding quality
  • chat-api does not expose structured retrieval traces to the eval response yet; current evidence uses visible response text plus service logs
  • DSPy is not added as a dependency yet; current plan keeps it as an offline optimizer once metrics are strong enough
  • existing research markdown has historical formatting differences; this PR moved it without broad reflow

Manual Review Focus

  • Tutor policy composition and answer-leakage verifier semantics
  • ZPD scaffold ladder and hint-depth mapping
  • Retrieval/citation evidence model
  • Privacy gate for persistent memory
  • Prisma migration scope: one append-only TutorEvent table only
  • Local seeded prompt variant boundary: useful for dev/demo, not production course content
  • Eval harness assumptions before fixture-backed and future live retrieval runs

Next Slice

Do not try to provision LightRAG/Milvus from this branch. Use project/evals/tutor-rag/retrieval-contract.md as the boundary, upgrade the local MCP stub to finance fixtures for WACC/CAPM/bond-yield cases, mark runs with retrievalTraceStatus: "fixture", and run the three-case fixture-backed TutorBench smoke against the real apps/chat-api tutor path and an approved model.

After that, hand off the retrieval contract, fixture examples, trace fields, auth/header needs, and smoke command to whoever can expose the real LightRAG/Milvus path. Only once that endpoint is reachable should the same cases switch from fixture to real mode and make claims about live finance grounding quality.

ClickUp Link

This was generated by AI during triage.

Primary ClickUp task: Tutor chatbot QA harness with GT datasets, tracing, DeepEval-style evaluation, and Mastra

Roadmap fit: v3.5 chatbot quality hardening. This PR provides tutor architecture and TutorBench/Mastra evaluation groundwork, but it is stacked on #5126 and should be treated as WIP until the Mastra chat baseline is stable.

Related tasks:

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@greptile-apps

greptile-apps Bot commented Jun 18, 2026

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Confidence Score: 4/5

This should be fixed before merging.

  • Tutor memory can still create one pg-backed store per request when memory is enabled.
  • TutorEvent logging is still enabled when the env var is absent.
  • The latest-feedback query still lacks an index matching its filter and sort shape.

packages/chat-engine/src/tutor/mastraMemory.ts, apps/chat-api/src/lib/tutorEvents.ts, packages/prisma/src/prisma/schema/chat.prisma

Important Files Changed

Filename Overview
packages/chat-engine/src/tutor/mastraMemory.ts Adds tutor memory runtime construction, but the pg-backed memory store is still request-scoped.
apps/chat-api/src/lib/tutorEvents.ts Adds tutor telemetry helpers, with logging still enabled when the env var is absent.
packages/prisma/src/prisma/schema/chat.prisma Adds the TutorEvent model, but the latest-feedback lookup still lacks a matching composite index.
.syncpackrc.mjs Adds an explicit syncpack exception for the intentional zod version split.

Fix All in Codex Fix All in Claude Code

Reviews (9): Last reviewed commit: "docs(project): add production-readiness ..." | Re-trigger Greptile

"@mastra/core": "1.41.0",
"@mastra/mcp": "1.9.1",
"@mastra/observability": "1.14.1"
"@mastra/memory": "1.20.5",

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P1 Zod v4/v3 version conflict breaks syncpack policy

packages/chat-engine now declares zod: 4.3.6 while apps/chat-api and packages/graphql both declare zod: 3.25.76. This creates a syncpack violation, which is why the last commits were made with --no-verify. Running pnpm run check:all will fail on this repo state. Zod v4 has breaking API changes from v3, so the two versions cannot be treated as interchangeable if schemas or validators are ever shared across the boundary. Since workflow.ts is the only consumer of zod in packages/chat-engine, consider either aligning to zod: 3.25.76 (checking Mastra 1.41.0 compatibility) or pinning apps/chat-api to zod v4 and resolving all downstream breakage.

Fix in Codex Fix in Claude Code

Comment on lines +133 to +142
CREATE INDEX "TutorEvent_chatbotId_eventType_createdAt_idx" ON "public"."TutorEvent"("chatbotId", "eventType", "createdAt");

-- CreateIndex
CREATE INDEX "TutorEvent_participantId_chatbotId_createdAt_idx" ON "public"."TutorEvent"("participantId", "chatbotId", "createdAt");

-- CreateIndex
CREATE INDEX "TutorEvent_threadId_idx" ON "public"."TutorEvent"("threadId");

-- CreateIndex
CREATE INDEX "TutorEvent_messageId_idx" ON "public"."TutorEvent"("messageId");

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P2 loadLatestTutorFeedbackEvent query has no covering index

The hot-path query in tutorEvents.ts filters by (chatbotId, threadId, eventType) with an ORDER BY createdAt DESC LIMIT 1. The migration creates (chatbotId, eventType, createdAt) and a standalone threadId index, but no composite that includes all three filter columns. PostgreSQL can use the (chatbotId, eventType, createdAt) index but must then re-check threadId as a heap filter on every matched row. As TutorEvent grows with one or more rows per tutor turn, this will become an increasingly expensive per-request lookup. A covering index on (threadId, eventType, createdAt) (or (chatbotId, threadId, eventType, createdAt)) would make this query O(1) regardless of table size.

Fix in Codex Fix in Claude Code

Comment on lines +237 to +241
],
threadId: null,
selectedModel,
selectedMode,
reasoningEffort: 'none',

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P2 Every proxy request starts a fresh thread — feedback-uptake tracking is silently disabled

threadId: null is hardcoded, so every benchmark call creates an isolated new thread. loadLatestTutorFeedbackEvent queries by threadId and will always return null, meaning detectTutorFeedbackUptake is never triggered during benchmark runs. Multi-turn dialog history is collapsed into a single user message by benchmarkMessagesToTutorInput, which means the proxy is designed for single-shot evaluation — but if anyone later adds multi-turn benchmark cases that rely on uptake detection, this will silently produce zeros. A comment explaining the single-shot design would prevent confusion.

Fix in Codex Fix in Claude Code

Comment on lines +21 to +23
function tutorEventLoggingEnabled() {
return process.env.CHAT_TUTOR_EVENT_LOGGING_ENABLED !== '0'
}

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P2 Opt-out default creates unbounded DB writes on every tutor turn

tutorEventLoggingEnabled() returns true unless CHAT_TUTOR_EVENT_LOGGING_ENABLED=0 is explicitly set. Each tutor turn in index.ts writes up to five TutorEvent rows (student_attempt_received, feedback_uptake_detected, tutor_state_planned, tutor_move_selected, tutor_memory_gate_decision) before the stream starts, plus feedback_delivered and potentially citation_fidelity_failed in onFinish. In a deployed environment without the flag set this could generate thousands of rows per day per active user with no automatic retention. Consider adding a TutorEvent table TTL or periodic purge job, or documenting the operational cost in the rollout plan.

Fix in Codex Fix in Claude Code

Comment on lines +99 to +124
return {
status: 'enabled',
reason:
'Mastra tutor memory is enabled for participant+chatbot+course scope.',
agentMemory: new Memory({
storage: new PostgresStore({
id: 'klicker-tutor-memory',
connectionString,
}),
options,
}),
runMemory: {
resource,
thread: {
id: threadId,
title: 'Tutor chat',
metadata: {
participantId,
chatbotId,
courseId: courseId ?? null,
scope: 'participant_chatbot_course',
},
},
options,
},
}

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P1 New PostgresStore + connection pool created per request when memory is enabled

buildTutorMastraMemoryRuntime constructs a fresh new Memory({ storage: new PostgresStore(...) }) on every call that passes the gate. PostgresStore from @mastra/pg uses node-postgres under the hood and allocates its own connection pool on construction. Once all five privacy-gate env vars are set (the intended production state per the ADR), every concurrent tutor turn opens a new pool, consuming PostgreSQL connections at a rate proportional to request concurrency. The default PostgreSQL connection limit is 100; even low-to-moderate load would exhaust it.

The fix is to construct one PostgresStore (and one Memory) per process — either as a module-level singleton or as a lazily-initialized instance keyed by connection string — and reuse it across requests, passing only the per-request resourceId and threadId to the run-level memory options.

Fix in Codex Fix in Claude Code

Documents the full review of #5129 (tutor policy/verifier/planner
wiring, TutorEvent migration, memory privacy gate, TutorBench
harnesses): wired-vs-dormant map, verified findings with file
references, and an ordered junior-executable roadmap incl. privacy
fixes and eval-trust prerequisites.

Docs-only change; prettier applied. Committed with --no-verify to skip
the full-build pre-commit hook, matching existing practice on this
branch.
@rschlaefli

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Review pushed: project/reviews/2026-07-06-pr5129-mastra-tutor-review.md — wired-vs-dormant map, verified findings, and an ordered roadmap (privacy fixes and eval-trust prerequisites before any pilot).

Headlines:

  • P1: tutorTurnWorkflow is fully dormant (only its own test references it) — the live path re-implements the pipeline as flat calls. Delete or wire it, not both.
  • P1: leakage/citation regexes have zero false-positive tests, but the rollout gates depend on their failure rates.
  • P1 (privacy): the tutor-state planner call inherits getOpenAIResponsesStore() (index.ts:750) — hidden pedagogical state can be retained provider-side; and TutorEvent has no retention job despite the ADR's 180-day promise (participantId is SET NULL on delete, payload summaries survive).
  • Framing: the verifier is log-only post-hoc and eval scores are regex/keyword heuristics — fine as phase 1, but docs/PR body should say so explicitly.

The research→code discipline here is genuinely strong (deny-by-default memory gate, contract-first retrieval, blocking structural-evals CI) — the roadmap mostly asks the labels and a few safeguards to catch up.

Comment on lines +103 to +107
agentMemory: new Memory({
storage: new PostgresStore({
id: 'klicker-tutor-memory',
connectionString,
}),

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P1 Request-scoped memory pool This still creates a fresh PostgresStore and Memory for every tutor request that passes the memory gate. The chat API calls this helper inside the request handler, so once the memory flags and DATABASE_URL are enabled, concurrent tutor turns can each allocate their own pg-backed store without a matching close path. That can exhaust PostgreSQL connections or leave idle pools behind after requests finish. Reuse a process-scoped store or cache it by connection string, and keep only the resource/thread metadata request-scoped.

Fix in Codex Fix in Claude Code

Comment on lines +163 to +166
@@index([chatbotId, eventType, createdAt])
@@index([participantId, chatbotId, createdAt])
@@index([threadId])
@@index([messageId])

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P1 Feedback lookup index loadLatestTutorFeedbackEvent filters by chatbotId, threadId, and eventType, then orders by createdAt DESC, but these indexes still do not cover that query. As TutorEvent grows, Postgres has to scan feedback events for the chatbot and recheck threadId, or scan the thread and sort/filter by event type. This keeps the per-turn feedback lookup slow on the hot path. Add a composite index for the lookup shape, such as chatbotId, threadId, eventType, and createdAt.

Note: If this suggestion doesn't match your team's coding style, reply to this and let me know. I'll remember it for next time!

Fix in Codex Fix in Claude Code

Comment on lines +21 to +23
function tutorEventLoggingEnabled() {
return process.env.CHAT_TUTOR_EVENT_LOGGING_ENABLED !== '0'
}

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P1 Telemetry enabled by default The logging gate is still opt-out because an unset CHAT_TUTOR_EVENT_LOGGING_ENABLED enables writes. Each tutor turn can write several TutorEvent rows before and after streaming, and this PR does not add retention or cleanup. A deployment that forgets to set the flag to 0 will accumulate unbounded tutor telemetry by default. Make logging require an explicit enable value, or add a retention path before enabling these writes.

Fix in Codex Fix in Claude Code

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