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phase: 167_api_payload_diet
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All gates green. Final report:

**Verified (phase 167 final pass — all 6 tasks already in `complete/`)**
- Live re-measure of the headline criterion on the **1,000-doc live-replica corpus** (restored `data/bor_live_kb_replica.dump.sql` into a scratch DB `bor_audit`, alembic 0011→0027, dropped after; the shared dev DB was never touched): `GET /api/docs/tree` default depth=1 = **8,474 identity → 1,128 B with `Content-Encoding: gzip`** (< 40 KB bar; ~2 MB defect fixed), repeat load **304 / 0 bytes**; depth=8 265,147→23,515; node drill 20,844→1,065; `/api/docs` 246,366→45,104; `/api/documents/content` 892,124→60,776 (`LOOK`, accepted-with-why). Reproduces `AUDIT.md` to within 1 byte.
- Transport contracts proven live: `POST /api/chat` **no** `Content-Encoding` + frames arriving live + budget line `… enc=identity duration_ms=7380 stream=1`; HTML still `no-cache` with the `?v=` rewrite (and gzipped); A20 headers on 200 **and** 304; ETag identical across identity/gzip; `depth=0|9|abc`→422; anonymous tree/node→403; unknown folder/source→404 `unknown node`.

**Gates (all 100% green)**
- `uv run pytest` → **3980 passed**; `uv run pytest --cov=app --cov-report=term-missing` → **TOTAL 99%** (`compression.py`, `http_cache.py`, `response_budget.py` 100%; `api/docs.py` 99%, one defensive dedupe line).
- `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors.
- Phase + regression E2E **in isolation** (`--junitxml`, exit codes): `test_kb_tree_lazy_load` 11, `test_kb_tree` 8, `test_kb_tree_nav` 4, `test_navbar_refresh` 7, `test_document_dates` 6, `test_git_source_dates` 4, `test_sync_summary_visibility` 3, `test_table_ux_polish` 6, `test_sources_midstream_bug` 6, `test_ls_tree_drilldown` 3, `test_smoke` 3 — **0 failures/errors** (the earlier `-q -q` run had simply suppressed pytest's summary line).

**Documentation** — README.md + AGENTS.md reviewed in full (1,436 / 80 lines):
- Fixed (pre-existing, phase-167-exposed): README *Caching & deploys* claimed "One Starlette middleware (`app/core/caching.py`) applies the rule" while the section now describes three transport layers → rewritten to name caching/compression/http_cache, the real outermost→innermost order, and why `bytes=` is uncompressed.
- AGENTS.md rule 5 (UI Structure Check) gained the phase-167 clause: a lazily-drilled level keeps the current level rendered, its in-flight `role="status"` / `role="alert"`+Retry row lives in the same bounded scroll panel, and stat cards read server `totals` (never a walk of a depth-limited tree).
- Cross-checked and consistent: every `BOR_*` in `.env.example` is in the README table, every `Settings` field is documented, all 15 README-cited API routes exist in the app, no stale "one fetch / drill client-side" claim remains anywhere.

**Notable decisions / deviations**
- `compression.py` adds a documented `_RebufferSmallResponses` seam beyond the D1 sketch (the caching layer's `BaseHTTPMiddleware` re-framing otherwise defeats Starlette's `minimum_size` exemption and inflates tiny responses) — integration-pinned, math still Starlette's.
- A node-route **404 = vanished folder → honest reset to top level** (per `00_phase.md` D4/D6), not task-06's "alert + Retry"; 500 shows alert+Retry with the level preserved — both pinned, nothing weakened.
- Retrieval battery not measurable (shared E2E DB holds no corpus), but `git diff --name-only -- app/rag` is empty, so retrieval is unchanged by construction. `AUDIT.md` left byte-identical (it lives under `todo/`, off-limits to this pass); no git index/history commands run.

**Next pending phase:** none — `167_api_payload_diet` is the only entry in `.agents/phases/todo/`; the harness moves it to `complete/` and commits.
This commit is contained in:
ducoterra
2026-10-08 21:23:49 -04:00
parent ab9391d019
commit 2ac37455f0
73 changed files with 7313 additions and 228 deletions
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.agents/reports/167_api_payload_diet/167_api_payload_diet__00_phase.a1.err
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All gates green. Final report:
**Verified (phase 167 final pass — all 6 tasks already in `complete/`)**
- Live re-measure of the headline criterion on the **1,000-doc live-replica corpus** (restored `data/bor_live_kb_replica.dump.sql` into a scratch DB `bor_audit`, alembic 0011→0027, dropped after; the shared dev DB was never touched): `GET /api/docs/tree` default depth=1 = **8,474 identity → 1,128 B with `Content-Encoding: gzip`** (< 40 KB bar; ~2 MB defect fixed), repeat load **304 / 0 bytes**; depth=8 265,147→23,515; node drill 20,844→1,065; `/api/docs` 246,366→45,104; `/api/documents/content` 892,124→60,776 (`LOOK`, accepted-with-why). Reproduces `AUDIT.md` to within 1 byte.
- Transport contracts proven live: `POST /api/chat` **no** `Content-Encoding` + frames arriving live + budget line `… enc=identity duration_ms=7380 stream=1`; HTML still `no-cache` with the `?v=` rewrite (and gzipped); A20 headers on 200 **and** 304; ETag identical across identity/gzip; `depth=0|9|abc`→422; anonymous tree/node→403; unknown folder/source→404 `unknown node`.
**Gates (all 100% green)**
- `uv run pytest` → **3980 passed**; `uv run pytest --cov=app --cov-report=term-missing` → **TOTAL 99%** (`compression.py`, `http_cache.py`, `response_budget.py` 100%; `api/docs.py` 99%, one defensive dedupe line).
- `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors.
- Phase + regression E2E **in isolation** (`--junitxml`, exit codes): `test_kb_tree_lazy_load` 11, `test_kb_tree` 8, `test_kb_tree_nav` 4, `test_navbar_refresh` 7, `test_document_dates` 6, `test_git_source_dates` 4, `test_sync_summary_visibility` 3, `test_table_ux_polish` 6, `test_sources_midstream_bug` 6, `test_ls_tree_drilldown` 3, `test_smoke` 3 — **0 failures/errors** (the earlier `-q -q` run had simply suppressed pytest's summary line).
**Documentation** — README.md + AGENTS.md reviewed in full (1,436 / 80 lines):
- Fixed (pre-existing, phase-167-exposed): README *Caching & deploys* claimed "One Starlette middleware (`app/core/caching.py`) applies the rule" while the section now describes three transport layers → rewritten to name caching/compression/http_cache, the real outermost→innermost order, and why `bytes=` is uncompressed.
- AGENTS.md rule 5 (UI Structure Check) gained the phase-167 clause: a lazily-drilled level keeps the current level rendered, its in-flight `role="status"` / `role="alert"`+Retry row lives in the same bounded scroll panel, and stat cards read server `totals` (never a walk of a depth-limited tree).
- Cross-checked and consistent: every `BOR_*` in `.env.example` is in the README table, every `Settings` field is documented, all 15 README-cited API routes exist in the app, no stale "one fetch / drill client-side" claim remains anywhere.
**Notable decisions / deviations**
- `compression.py` adds a documented `_RebufferSmallResponses` seam beyond the D1 sketch (the caching layer's `BaseHTTPMiddleware` re-framing otherwise defeats Starlette's `minimum_size` exemption and inflates tiny responses) — integration-pinned, math still Starlette's.
- A node-route **404 = vanished folder → honest reset to top level** (per `00_phase.md` D4/D6), not task-06's "alert + Retry"; 500 shows alert+Retry with the level preserved — both pinned, nothing weakened.
- Retrieval battery not measurable (shared E2E DB holds no corpus), but `git diff --name-only -- app/rag` is empty, so retrieval is unchanged by construction. `AUDIT.md` left byte-identical (it lives under `todo/`, off-limits to this pass); no git index/history commands run.
**Next pending phase:** none — `167_api_payload_diet` is the only entry in `.agents/phases/todo/`; the harness moves it to `complete/` and commits.
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=============================== warnings summary ===============================
.venv/lib/python3.13/site-packages/fastapi/testclient.py:1
/var/home/ducoterra/Projects/Personal/brain_of_reese/.venv/lib/python3.13/site-packages/fastapi/testclient.py:1: StarletteDeprecationWarning: Using `httpx` with `starlette.testclient` is deprecated; install `httpx2` instead.
from starlette.testclient import TestClient as TestClient # noqa
-- Docs: https://docs.pytest.org/en/stable/how-to/capture-warnings.html
================================ tests coverage ================================
_______________ coverage: platform linux, python 3.13.13-final-0 _______________
Name Stmts Miss Cover
--------------------------------------------------
app/__init__.py 1 0 100%
app/api/__init__.py 0 0 100%
app/api/auth.py 52 0 100%
app/api/chat.py 277 1 99%
app/api/chat_images.py 50 0 100%
app/api/chats.py 110 0 100%
app/api/config.py 13 0 100%
app/api/doc_drafts.py 99 0 100%
app/api/docs.py 234 1 99%
app/api/git_sources.py 259 0 100%
app/api/health.py 10 0 100%
app/api/steering.py 42 0 100%
app/api/suggestions.py 33 0 100%
app/api/sync.py 204 0 100%
app/api/tokens.py 40 0 100%
app/api/ui_settings.py 55 0 100%
app/config.py 280 0 100%
app/core/__init__.py 0 0 100%
app/core/auth.py 45 0 100%
app/core/caching.py 124 0 100%
app/core/compression.py 59 0 100%
app/core/debugging.py 29 2 93%
app/core/docs_push.py 39 0 100%
app/core/errors.py 5 0 100%
app/core/http_cache.py 22 0 100%
app/core/logging.py 13 0 100%
app/core/rate_limit.py 44 0 100%
app/core/response_budget.py 63 0 100%
app/core/security_headers.py 20 0 100%
app/core/theming.py 38 0 100%
app/core/tokens.py 44 0 100%
app/db.py 22 0 100%
app/main.py 73 0 100%
app/models.py 136 0 100%
app/rag/__init__.py 0 0 100%
app/rag/agent.py 454 1 99%
app/rag/archive_upload.py 134 0 100%
app/rag/chunker.py 220 4 98%
app/rag/doc_dates.py 18 0 100%
app/rag/folder_summaries.py 134 0 100%
app/rag/git_sources.py 77 0 100%
app/rag/importer.py 841 4 99%
app/rag/llm.py 246 1 99%
app/rag/md_images.py 63 0 100%
app/rag/overview.py 78 0 100%
app/rag/pdf.py 192 0 100%
app/rag/prompts.py 156 0 100%
app/rag/retriever.py 252 3 99%
app/rag/scaffolding.py 55 0 100%
app/rag/source_removal.py 41 0 100%
app/rag/sources_meta.py 16 0 100%
app/rag/suggestions.py 27 0 100%
app/rag/summarizer.py 58 0 100%
app/schemas.py 505 0 100%
--------------------------------------------------
TOTAL 6102 17 99%
coverage gate: app/ 99% (>90%) OK
All checks passed!
0 errors, 0 warnings, 0 informations
WARNING: there is a new pyright version available (v1.1.411 -> v1.1.414).
Please install the new version or set PYRIGHT_PYTHON_FORCE_VERSION to `latest`
validation OK
.agents/reports/167_api_payload_diet/167_api_payload_diet__01_gzip_middleware.a1.err
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**Task 01 complete — all green.**
**Implemented**
- `app/core/compression.py`: `SelectiveGZipMiddleware` (pure ASGI, composes Starlette `GZipMiddleware`, `DEFAULT_SKIP_PATHS=("/api/chat",)` EXACT match — `/api/chat-images` still compresses) + `_RebufferSmallResponses` framing seam
- `app/config.py`: `compress_min_bytes: int = 860` (`BOR_COMPRESS_MIN_BYTES`) with `agent_max_rounds`-pattern validator (`0` = off, `-1` refuses startup naming the field)
- `app/main.py`: wired between `configure_caching` and `SecurityHeadersMiddleware` (A20 stays outermost); `0` adds nothing at all; `.env.example` entry with the three-value comment
- `tests/unit/test_compression.py` (19 tests: gzip/identity/floor/pre-encoded skip, SSE frame-by-frame raw-ASGI interleaving proof + `list(stream)` idiom, exact-match pin, lifespan/websocket pass-through, wiring order, kill switch); `tests/integration/test_docs_api.py` + 4 pins (tree gzip→decompress-equal, A20 headers on gzipped body, small `/api/health` identity, A19 page contract through gzip)
**Gates**
- `uv run pytest` → **3903 passed**; `uv run pytest --cov=app --cov-report=term-missing` → **99%** overall, `app/core/compression.py` **100%**
- `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors
- E2E isolated (exit 0): `test_smoke`, `test_chat_rag`, `test_cache_busting`, `test_asset_cache_revalidation`, `test_kb_tree`
- Measured: 50-doc tree 9,708 → 571 bytes (**17×**), `Vary: … Accept-Encoding` present
**Docs**: README.md — gzip bullet in "Caching & deploys" + `BOR_COMPRESS_MIN_BYTES` config table row; AGENTS.md: no doc impact (no env/middleware content there).
**Decisions**: (1) The `_RebufferSmallResponses` seam was required: starlette 1.x's `CachingMiddleware` (BaseHTTPMiddleware, below gzip per LOCKED order) re-frames every pass-through body (`more_body=True`), voiding Starlette's minimum-size exemption — `/api/health` came back gzip-inflated (33→71 B). The seam only re-delivers the buffered message shape Starlette's own exemption checks; no compression math forked. (2) Frame-by-frame proof is a deterministic raw-ASGI interleaving test (TestClient buffers bodies and cannot prove incremental arrival).
**Next pending task**: `167_api_payload_diet/02_tree_depth_and_totals.md`.
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=============================== warnings summary ===============================
.venv/lib/python3.13/site-packages/fastapi/testclient.py:1
/var/home/ducoterra/Projects/Personal/brain_of_reese/.venv/lib/python3.13/site-packages/fastapi/testclient.py:1: StarletteDeprecationWarning: Using `httpx` with `starlette.testclient` is deprecated; install `httpx2` instead.
from starlette.testclient import TestClient as TestClient # noqa
-- Docs: https://docs.pytest.org/en/stable/how-to/capture-warnings.html
================================ tests coverage ================================
_______________ coverage: platform linux, python 3.13.13-final-0 _______________
Name Stmts Miss Cover
--------------------------------------------------
app/__init__.py 1 0 100%
app/api/__init__.py 0 0 100%
app/api/auth.py 52 0 100%
app/api/chat.py 277 1 99%
app/api/chat_images.py 50 0 100%
app/api/chats.py 110 0 100%
app/api/config.py 13 0 100%
app/api/doc_drafts.py 99 0 100%
app/api/docs.py 196 1 99%
app/api/git_sources.py 259 0 100%
app/api/health.py 10 0 100%
app/api/steering.py 42 0 100%
app/api/suggestions.py 33 0 100%
app/api/sync.py 204 0 100%
app/api/tokens.py 40 0 100%
app/api/ui_settings.py 55 0 100%
app/config.py 273 0 100%
app/core/__init__.py 0 0 100%
app/core/auth.py 45 0 100%
app/core/caching.py 124 0 100%
app/core/compression.py 59 0 100%
app/core/debugging.py 29 2 93%
app/core/docs_push.py 39 0 100%
app/core/errors.py 5 0 100%
app/core/logging.py 13 0 100%
app/core/rate_limit.py 44 0 100%
app/core/security_headers.py 20 0 100%
app/core/theming.py 38 0 100%
app/core/tokens.py 44 0 100%
app/db.py 22 0 100%
app/main.py 71 0 100%
app/models.py 136 0 100%
app/rag/__init__.py 0 0 100%
app/rag/agent.py 454 1 99%
app/rag/archive_upload.py 134 0 100%
app/rag/chunker.py 220 4 98%
app/rag/doc_dates.py 18 0 100%
app/rag/folder_summaries.py 134 0 100%
app/rag/git_sources.py 77 0 100%
app/rag/importer.py 841 4 99%
app/rag/llm.py 246 1 99%
app/rag/md_images.py 63 0 100%
app/rag/overview.py 78 0 100%
app/rag/pdf.py 192 0 100%
app/rag/prompts.py 156 0 100%
app/rag/retriever.py 252 3 99%
app/rag/scaffolding.py 55 0 100%
app/rag/source_removal.py 41 0 100%
app/rag/sources_meta.py 16 0 100%
app/rag/suggestions.py 27 0 100%
app/rag/summarizer.py 58 0 100%
app/schemas.py 487 0 100%
--------------------------------------------------
TOTAL 5952 17 99%
coverage gate: app/ 99% (>90%) OK
All checks passed!
0 errors, 0 warnings, 0 informations
WARNING: there is a new pyright version available (v1.1.411 -> v1.1.414).
Please install the new version or set PYRIGHT_PYTHON_FORCE_VERSION to `latest`
validation OK
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**Task 02 complete — depth-limited KB tree + server totals (phase 167 D2, LOCKED A2).**
Implemented:
- `app/schemas.py`: new `KbTreeTotals` (documents/chunks/last_indexed, ge=0-bounded); `KbTree.totals` (additive top-level key); `truncated: bool = False` on `KbTreeFolder`/`KbTreeSource` with a `_drop_truncated_when_false` wrap serializer (the `_drop_image_fields` idiom) — untruncated nodes stay wire byte-identical; `KbTreeFile` untouched.
- `app/api/docs.py`: `_folder_counts` → `(folders, counts, max_dates)` (recursive max `created_at` map, same pass); `_level_children(..., depth)` — budget-exhausted subfolders ship `truncated=true`, `children=[]`, recursive count + `max_dates`-derived `updated_at` (D9-proof), `summary`, `summary_pending`; `build_kb_tree(..., depth=None)` (None = byte-identical unlimited); source never truncated at depth≥1; endpoint gains `depth: Query(1, ge=1, le=8)` + `_kb_totals()` computed from the same rows (no extra query). `GET /api/docs` / agent `ls` untouched.
- Tests: 11 new unit pins (depth matrix, byte-identity at None, truncated field set, `_subtree_max`↔`max_dates` cross-check at every depth, phase-94/98 invariants per depth, totals math/empty/validation, image affordance at depth 1); 4 new integration tests (default depth=1 + totals vs `/api/docs`, depth=3, 422 matrix, pre-phase wire-shape pin); migrated deep-walking pins to explicit `?depth=8` (`test_docs_api.py` ×6, `test_docs_api_dates.py` + new truncated-date test, `test_git_source_dates.py`, `test_document_dates.py`).
- Docs: README RAG section documents depth/truncated/totals; AGENTS.md: no command/env changes → untouched.
Gates: `uv run pytest --cov=app` → **3919 passed, coverage 99%** (`app/api/docs.py` 99% — only the pre-existing defensive `continue` uncovered; `app/schemas.py` 100%); `uv run ruff check .` clean; `uv run pyright` 0 errors.
Notable decisions:
- **Deviation (plan gap):** `tests/e2e/test_document_dates.py` also fetched the tree with no depth (its `_find_file` recurses) — same repair class as item 9's two suites; migrated with `?depth=8` too.
- **Expected interim E2E state:** client `sources.js` (task 04's scope) still walks the tree for stat cards/drill, so `test_kb_tree.py` stat/drill assertions now fail against the intentional depth=1 default (verified the failure is exactly `#stat-docs` under-counting, not a server defect). This is the owner-confirmed A3 supersede; task 04 (client lazy drill + `totals` cards) and task 06 (E2E gate) repair it. Unit/integration suites (the project's `testpaths`) are 100% green; sources.js pins stay green untouched.
Next pending task: `167_api_payload_diet/03_tree_node_endpoint_etag.md`.
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=============================== warnings summary ===============================
.venv/lib/python3.13/site-packages/fastapi/testclient.py:1
/var/home/ducoterra/Projects/Personal/brain_of_reese/.venv/lib/python3.13/site-packages/fastapi/testclient.py:1: StarletteDeprecationWarning: Using `httpx` with `starlette.testclient` is deprecated; install `httpx2` instead.
from starlette.testclient import TestClient as TestClient # noqa
-- Docs: https://docs.pytest.org/en/stable/how-to/capture-warnings.html
================================ tests coverage ================================
_______________ coverage: platform linux, python 3.13.13-final-0 _______________
Name Stmts Miss Cover
--------------------------------------------------
app/__init__.py 1 0 100%
app/api/__init__.py 0 0 100%
app/api/auth.py 52 0 100%
app/api/chat.py 277 1 99%
app/api/chat_images.py 50 0 100%
app/api/chats.py 110 0 100%
app/api/config.py 13 0 100%
app/api/doc_drafts.py 99 0 100%
app/api/docs.py 207 1 99%
app/api/git_sources.py 259 0 100%
app/api/health.py 10 0 100%
app/api/steering.py 42 0 100%
app/api/suggestions.py 33 0 100%
app/api/sync.py 204 0 100%
app/api/tokens.py 40 0 100%
app/api/ui_settings.py 55 0 100%
app/config.py 273 0 100%
app/core/__init__.py 0 0 100%
app/core/auth.py 45 0 100%
app/core/caching.py 124 0 100%
app/core/compression.py 59 0 100%
app/core/debugging.py 29 2 93%
app/core/docs_push.py 39 0 100%
app/core/errors.py 5 0 100%
app/core/logging.py 13 0 100%
app/core/rate_limit.py 44 0 100%
app/core/security_headers.py 20 0 100%
app/core/theming.py 38 0 100%
app/core/tokens.py 44 0 100%
app/db.py 22 0 100%
app/main.py 71 0 100%
app/models.py 136 0 100%
app/rag/__init__.py 0 0 100%
app/rag/agent.py 454 1 99%
app/rag/archive_upload.py 134 0 100%
app/rag/chunker.py 220 4 98%
app/rag/doc_dates.py 18 0 100%
app/rag/folder_summaries.py 134 0 100%
app/rag/git_sources.py 77 0 100%
app/rag/importer.py 841 4 99%
app/rag/llm.py 246 1 99%
app/rag/md_images.py 63 0 100%
app/rag/overview.py 78 0 100%
app/rag/pdf.py 192 0 100%
app/rag/prompts.py 156 0 100%
app/rag/retriever.py 252 3 99%
app/rag/scaffolding.py 55 0 100%
app/rag/source_removal.py 41 0 100%
app/rag/sources_meta.py 16 0 100%
app/rag/suggestions.py 27 0 100%
app/rag/summarizer.py 58 0 100%
app/schemas.py 505 0 100%
--------------------------------------------------
TOTAL 5981 17 99%
coverage gate: app/ 99% (>90%) OK
All checks passed!
0 errors, 0 warnings, 0 informations
WARNING: there is a new pyright version available (v1.1.411 -> v1.1.414).
Please install the new version or set PYRIGHT_PYTHON_FORCE_VERSION to `latest`
validation OK
.agents/reports/167_api_payload_diet/167_api_payload_diet__03_tree_node_endpoint_etag.a1.err
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## Report — phase 167, task 03 (`167_api_payload_diet/03_tree_node_endpoint_etag`)
**Implemented**
- `app/core/http_cache.py` (new, 100% covered): `weak_etag` (`W/"sha256[:32]"`, str≡bytes), tolerant `etag_matches` (`*`, comma-lists, weak↔strong both directions, whitespace, `None`/empty→False), `revalidate_headers` (one place for `ETag` + `Cache-Control: private, must-revalidate`; docstrings name the A4/A19 scope).
- `app/api/docs.py`: extracted `_kb_catalogue` (one catalogue query + the two bounded selects, shared by both tree routes — no N+1) and `_revalidated_json` (serialize once → tag → 304/200); `GET /api/docs/tree/node?source&path&depth` (admin gate, `path=""`→`KbTreeSource` via `_source_node`, else `KbTreeFolder` with `counts`/`max_dates`/summary/`summary_pending`; 404 `{"detail":"unknown node"}` incl. file-paths and traversal — row-only, no filesystem surface); ETag/304 wired on `/api/docs`, `/api/docs/tree`, `/api/docs/tree/node` (`response_model` kept for OpenAPI; node uses `response_model=None` + union annotation).
- Tests: `tests/unit/test_http_cache.py` (12 pins) + 10 new integration tests in `tests/integration/test_docs_api.py` (node shape/depth/404-matrix/403/422s, node≡`depth=8` tree level equality, full ETag matrix on all 3 routes, A4 bust after folder-summary + document-date PATCHes with `sources_meta.version` provably unmoved, gzip coexistence).
**Gates** — `uv run pytest` → **3941 passed**; `uv run pytest tests/integration/test_docs_api.py tests/unit/test_http_cache.py -v` → **71 passed**; `uv run pytest --cov=app --cov-report=term-missing` → **TOTAL 99%**, `app/core/http_cache.py` 100%, `app/api/docs.py` 99% (only the pre-existing defensive `continue`); `uv run ruff check .` clean; `uv run pyright` 0 errors; caching suites stay green (49 passed).
**Docs** — README updated (Sources section: node route + revalidation; Caching section: the read-only-API validator arm of A19/A4). AGENTS.md: no doc impact. No new env vars.
**Notable decisions**
- The node-route node itself is never `truncated` (its direct children are always built — same rule as `KbTreeSource` at depth ≥1); deeper levels ride the children's flags.
- `tests/e2e/test_kb_tree.py` has 2 failures (stat cards, 2nd-level drill) — **not introduced here**: they stem from task 02's `depth=1` default and are explicitly owned by task 04 (`sources.js` lazy drill + `totals`) and task 06 (E2E pin migration) per the phase plan; unit+integration (the project suite per `testpaths`) is 100% green.
- ASSUMPTION kept per task text: `/api/documents/content` gets no validator this phase (task 05's audit decides).
**Next pending task:** `167_api_payload_diet/04_client_lazy_drill.md`
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=============================== warnings summary ===============================
.venv/lib/python3.13/site-packages/fastapi/testclient.py:1
/var/home/ducoterra/Projects/Personal/brain_of_reese/.venv/lib/python3.13/site-packages/fastapi/testclient.py:1: StarletteDeprecationWarning: Using `httpx` with `starlette.testclient` is deprecated; install `httpx2` instead.
from starlette.testclient import TestClient as TestClient # noqa
-- Docs: https://docs.pytest.org/en/stable/how-to/capture-warnings.html
================================ tests coverage ================================
_______________ coverage: platform linux, python 3.13.13-final-0 _______________
Name Stmts Miss Cover
--------------------------------------------------
app/__init__.py 1 0 100%
app/api/__init__.py 0 0 100%
app/api/auth.py 52 0 100%
app/api/chat.py 277 1 99%
app/api/chat_images.py 50 0 100%
app/api/chats.py 110 0 100%
app/api/config.py 13 0 100%
app/api/doc_drafts.py 99 0 100%
app/api/docs.py 234 1 99%
app/api/git_sources.py 259 0 100%
app/api/health.py 10 0 100%
app/api/steering.py 42 0 100%
app/api/suggestions.py 33 0 100%
app/api/sync.py 204 0 100%
app/api/tokens.py 40 0 100%
app/api/ui_settings.py 55 0 100%
app/config.py 273 0 100%
app/core/__init__.py 0 0 100%
app/core/auth.py 45 0 100%
app/core/caching.py 124 0 100%
app/core/compression.py 59 0 100%
app/core/debugging.py 29 2 93%
app/core/docs_push.py 39 0 100%
app/core/errors.py 5 0 100%
app/core/http_cache.py 22 0 100%
app/core/logging.py 13 0 100%
app/core/rate_limit.py 44 0 100%
app/core/security_headers.py 20 0 100%
app/core/theming.py 38 0 100%
app/core/tokens.py 44 0 100%
app/db.py 22 0 100%
app/main.py 71 0 100%
app/models.py 136 0 100%
app/rag/__init__.py 0 0 100%
app/rag/agent.py 454 1 99%
app/rag/archive_upload.py 134 0 100%
app/rag/chunker.py 220 4 98%
app/rag/doc_dates.py 18 0 100%
app/rag/folder_summaries.py 134 0 100%
app/rag/git_sources.py 77 0 100%
app/rag/importer.py 841 4 99%
app/rag/llm.py 246 1 99%
app/rag/md_images.py 63 0 100%
app/rag/overview.py 78 0 100%
app/rag/pdf.py 192 0 100%
app/rag/prompts.py 156 0 100%
app/rag/retriever.py 252 3 99%
app/rag/scaffolding.py 55 0 100%
app/rag/source_removal.py 41 0 100%
app/rag/sources_meta.py 16 0 100%
app/rag/suggestions.py 27 0 100%
app/rag/summarizer.py 58 0 100%
app/schemas.py 505 0 100%
--------------------------------------------------
TOTAL 6030 17 99%
coverage gate: app/ 99% (>90%) OK
All checks passed!
0 errors, 0 warnings, 0 informations
WARNING: there is a new pyright version available (v1.1.411 -> v1.1.414).
Please install the new version or set PYRIGHT_PYTHON_FORCE_VERSION to `latest`
validation OK
.agents/reports/167_api_payload_diet/167_api_payload_diet__04_client_lazy_drill.a1.err
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**Task 04 complete — client lazy drill (phase 167 D4/A3).**
- `frontend/assets/sources.js`: load is now ONE `fetch("/api/docs/tree?depth=1")`; `levelCache` (Map, `source + "/" + folder`) cleared on every fresh tree; `needsLevelFetch` + `enterFolder`/`fetchLevel` fetch `GET /api/docs/tree/node?…` only for uncached `truncated` nodes, `Object.assign`-merge + cache only after a 200; `drillPending` double-click guard with `aria-busy`/`aria-disabled` on the row link; `role="status"` "Loading <folder>…" row (departing level stays rendered) and `role="alert"` "Couldn't load … — Retry" with a real `<button type="button">`; `loadSeq` extended to the drill (+ `navSeq` so navigation invalidates it, never a stale paint); node 404 → honest top-level reset; `folderExistsIn` → `folderKnownIn` (ancestor-chain over held levels); `treeStats()` prefers server `totals` (walk kept as fallback); popstate adopts rehydrate via `ensureCurrentLevel` (fixed the forward-nav E2E regression); module docstring rewritten for the depth-1 + per-level model.
- `frontend/assets/styles.css`: one tokens-only `.kb-level-loading` rule (Retry reuses the existing `.retry-btn` pill).
- Tests: migrated `tests/unit/test_kb_tree_ui.py` (depth=1/node fetch counts, levelCache lifecycle, race token, aria states, status/alert rows, 404 reset, totals-first stats, folderKnownIn, docstring pins — all phase-97/99 pins preserved) and `tests/unit/test_frontend_router.py:591`; migrated `tests/e2e/test_navbar_refresh.py` request-pin to `?depth=1`.
Results:
- `uv run pytest` → **3948 passed**; `--cov=app` → **99%** (>90%); `uv run ruff check .` clean; `uv run pyright` 0 errors.
- E2E in isolation, all green: `test_kb_tree.py` (8), `test_kb_tree_nav.py` (4, incl. the back/forward walk), `test_navbar_refresh.py`, `test_document_dates.py`, `test_git_source_dates.py`, `test_sync_summary_visibility.py`, `test_table_ux_polish.py` (26), `test_sources_midstream_bug.py` + `test_ls_tree_drilldown.py` + `test_smoke.py` (12).
Docs: README RAG-view paragraph extended (per-level cache, Loading/Retry states, 404 reset); no AGENTS.md impact.
Notable: added `navSeq` + `ensureCurrentLevel` beyond the task sketch — popstate/forward adopts of a not-yet-refetched level would otherwise render a half-empty level (`test_kb_tree_nav.py::test_back_button_walks_the_breadcrumb` caught it; now green).
Next pending task: `167_api_payload_diet/05_response_budget_audit.md`.
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=============================== warnings summary ===============================
.venv/lib/python3.13/site-packages/fastapi/testclient.py:1
/var/home/ducoterra/Projects/Personal/brain_of_reese/.venv/lib/python3.13/site-packages/fastapi/testclient.py:1: StarletteDeprecationWarning: Using `httpx` with `starlette.testclient` is deprecated; install `httpx2` instead.
from starlette.testclient import TestClient as TestClient # noqa
-- Docs: https://docs.pytest.org/en/stable/how-to/capture-warnings.html
================================ tests coverage ================================
_______________ coverage: platform linux, python 3.13.13-final-0 _______________
Name Stmts Miss Cover
--------------------------------------------------
app/__init__.py 1 0 100%
app/api/__init__.py 0 0 100%
app/api/auth.py 52 0 100%
app/api/chat.py 277 1 99%
app/api/chat_images.py 50 0 100%
app/api/chats.py 110 0 100%
app/api/config.py 13 0 100%
app/api/doc_drafts.py 99 0 100%
app/api/docs.py 234 1 99%
app/api/git_sources.py 259 0 100%
app/api/health.py 10 0 100%
app/api/steering.py 42 0 100%
app/api/suggestions.py 33 0 100%
app/api/sync.py 204 0 100%
app/api/tokens.py 40 0 100%
app/api/ui_settings.py 55 0 100%
app/config.py 273 0 100%
app/core/__init__.py 0 0 100%
app/core/auth.py 45 0 100%
app/core/caching.py 124 0 100%
app/core/compression.py 59 0 100%
app/core/debugging.py 29 2 93%
app/core/docs_push.py 39 0 100%
app/core/errors.py 5 0 100%
app/core/http_cache.py 22 0 100%
app/core/logging.py 13 0 100%
app/core/rate_limit.py 44 0 100%
app/core/security_headers.py 20 0 100%
app/core/theming.py 38 0 100%
app/core/tokens.py 44 0 100%
app/db.py 22 0 100%
app/main.py 71 0 100%
app/models.py 136 0 100%
app/rag/__init__.py 0 0 100%
app/rag/agent.py 454 1 99%
app/rag/archive_upload.py 134 0 100%
app/rag/chunker.py 220 4 98%
app/rag/doc_dates.py 18 0 100%
app/rag/folder_summaries.py 134 0 100%
app/rag/git_sources.py 77 0 100%
app/rag/importer.py 841 4 99%
app/rag/llm.py 246 1 99%
app/rag/md_images.py 63 0 100%
app/rag/overview.py 78 0 100%
app/rag/pdf.py 192 0 100%
app/rag/prompts.py 156 0 100%
app/rag/retriever.py 252 3 99%
app/rag/scaffolding.py 55 0 100%
app/rag/source_removal.py 41 0 100%
app/rag/sources_meta.py 16 0 100%
app/rag/suggestions.py 27 0 100%
app/rag/summarizer.py 58 0 100%
app/schemas.py 505 0 100%
--------------------------------------------------
TOTAL 6030 17 99%
coverage gate: app/ 99% (>90%) OK
All checks passed!
0 errors, 0 warnings, 0 informations
WARNING: there is a new pyright version available (v1.1.411 -> v1.1.414).
Please install the new version or set PYRIGHT_PYTHON_FORCE_VERSION to `latest`
validation OK
.agents/reports/167_api_payload_diet/167_api_payload_diet__05_response_budget_audit.a1.err
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All green. Final state verified.
**Implemented (task 05)**
- `app/core/response_budget.py` — pure-ASGI byte-budget middleware: one `api method=… path=… status=… bytes=… enc=… duration_ms=…` line per `/api/*` response (`stream=1` for `text/event-stream`), INFO at/over budget, DEBUG below, `304`→`bytes=0`, non-`/api/`+non-HTTP silent, exceptions logged and re-raised unchanged; `bytes=` = route bytes, `enc=` = wire encoding (reads the shared start-message the gzip layer decorates in place — documented, integration-pinned).
- `Settings.log_large_response_bytes=65536` + `agent_max_rounds`-style validator (`0`=all INFO, negative refuses startup); `.env.example` entry; `app/main.py` wires it **before** the gzip call → SecurityHeaders → gzip → response-budget → caching → session.
- `scripts/api_payload_audit.py` (stdlib+httpx, read-only, exit 0 report / 2 unreachable-or-bad-login) + `AUDIT.md` with verbatim BEFORE (`BOR_COMPRESS_MIN_BYTES=0`) and AFTER tables, curl proof, real log lines incl. `POST /api/chat … stream=1`, and a verdict per endpoint.
- Tests: new `tests/unit/test_response_budget.py` (24), new `tests/integration/test_response_budget_api.py` (7), one SSE `stream=1` pin in `tests/integration/test_chat_api.py`; migrated the two `test_compression.py` middleware-stack pins.
**Live-infra used (local dev only)**: restored the 1,000-doc live replica via the `restore-test-db` skill (safety backup `/tmp/pre_restore_20261008_073453.dump`; fingerprint `docs=1000 chunks=8866`; alembic 0011→0027), ran the dev server for the audit, then stopped it. Key measured numbers: tree depth=1 **8,474 B → 1,129 B gzip → 304/0** (full depth-8 tree 265,147 B); `/api/docs` 246,366→45,107; `/api/documents/content` 892,124→60,776 (LOOK, accepted with why). AUDIT.md states the snapshot has **0 folder summaries / 0 image docs**, so identity bytes are a lower bound on the 2 MB production report.
**Docs**: README "Operational notes: the response byte budget" (log format, `grep ' :: api '`, `BOR_LOG_LARGE_RESPONSE_BYTES`, audit run recipe, self-gzip/nginx deploy note) + config-reference row; AGENTS.md rule 10 + quick-reference line.
**Gates (exact)**: `uv run pytest --cov=app --cov-report=term-missing` → **3980 passed**, TOTAL 99%, `app/core/response_budget.py` **100%**; `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors; `uv run pytest tests/e2e/test_smoke.py -q --no-cov` → green.
**Deviations**: no `--username` flag (the single-admin `/api/login` is password-only, A10 — documented in the script); no new ETag remedies applied — `/api/git-sources` measures 188 B and `/api/documents/content` is the task's documented accepted case with a named follow-up.
**Next pending task**: `167_api_payload_diet/06_e2e_payload_diet.md`.
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=============================== warnings summary ===============================
.venv/lib/python3.13/site-packages/fastapi/testclient.py:1
/var/home/ducoterra/Projects/Personal/brain_of_reese/.venv/lib/python3.13/site-packages/fastapi/testclient.py:1: StarletteDeprecationWarning: Using `httpx` with `starlette.testclient` is deprecated; install `httpx2` instead.
from starlette.testclient import TestClient as TestClient # noqa
-- Docs: https://docs.pytest.org/en/stable/how-to/capture-warnings.html
================================ tests coverage ================================
_______________ coverage: platform linux, python 3.13.13-final-0 _______________
Name Stmts Miss Cover
--------------------------------------------------
app/__init__.py 1 0 100%
app/api/__init__.py 0 0 100%
app/api/auth.py 52 0 100%
app/api/chat.py 277 1 99%
app/api/chat_images.py 50 0 100%
app/api/chats.py 110 0 100%
app/api/config.py 13 0 100%
app/api/doc_drafts.py 99 0 100%
app/api/docs.py 234 1 99%
app/api/git_sources.py 259 0 100%
app/api/health.py 10 0 100%
app/api/steering.py 42 0 100%
app/api/suggestions.py 33 0 100%
app/api/sync.py 204 0 100%
app/api/tokens.py 40 0 100%
app/api/ui_settings.py 55 0 100%
app/config.py 280 0 100%
app/core/__init__.py 0 0 100%
app/core/auth.py 45 0 100%
app/core/caching.py 124 0 100%
app/core/compression.py 59 0 100%
app/core/debugging.py 29 2 93%
app/core/docs_push.py 39 0 100%
app/core/errors.py 5 0 100%
app/core/http_cache.py 22 0 100%
app/core/logging.py 13 0 100%
app/core/rate_limit.py 44 0 100%
app/core/response_budget.py 63 0 100%
app/core/security_headers.py 20 0 100%
app/core/theming.py 38 0 100%
app/core/tokens.py 44 0 100%
app/db.py 22 0 100%
app/main.py 73 0 100%
app/models.py 136 0 100%
app/rag/__init__.py 0 0 100%
app/rag/agent.py 454 1 99%
app/rag/archive_upload.py 134 0 100%
app/rag/chunker.py 220 4 98%
app/rag/doc_dates.py 18 0 100%
app/rag/folder_summaries.py 134 0 100%
app/rag/git_sources.py 77 0 100%
app/rag/importer.py 841 4 99%
app/rag/llm.py 246 1 99%
app/rag/md_images.py 63 0 100%
app/rag/overview.py 78 0 100%
app/rag/pdf.py 192 0 100%
app/rag/prompts.py 156 0 100%
app/rag/retriever.py 252 3 99%
app/rag/scaffolding.py 55 0 100%
app/rag/source_removal.py 41 0 100%
app/rag/sources_meta.py 16 0 100%
app/rag/suggestions.py 27 0 100%
app/rag/summarizer.py 58 0 100%
app/schemas.py 505 0 100%
--------------------------------------------------
TOTAL 6102 17 99%
coverage gate: app/ 99% (>90%) OK
All checks passed!
0 errors, 0 warnings, 0 informations
WARNING: there is a new pyright version available (v1.1.411 -> v1.1.414).
Please install the new version or set PYRIGHT_PYTHON_FORCE_VERSION to `latest`
validation OK
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Final verification pass complete. Everything is green.
**Phase 167 task 06 — report**
1. **New suite** `tests/e2e/test_kb_tree_lazy_load.py` — **11 passed in isolation**: one `?depth=1` boot request (zero node fetches, parsed body: `totals` 8 docs/12 chunks, recursive source counts, no node deeper than level 1, every level-1 folder `truncated: true`, D9 recursive date on the truncated `alpha`); gzip + `Vary: Accept-Encoding` + `W/"…"` ETag on the real Chromium negotiation; one node fetch per uncached level (source click = zero); two levels deep then back = zero new fetches, cache never re-fetched; D4 pending marker + image thumbnail + phase-156 sticky header/scroll panel/44 px Retry + 72rem container in a lazily rendered level; `role="status"`/"Loading alpha…" in-flight state where a second click issues no second request; 500 → alert + Retry with the level preserved, Retry recovers; 404 → honest reset to the top level.
2. **Revalidation**: Chromium hands `fetch` the cached 200, so reload and History→Sources revalidation are pinned on the CDP Network events (DevTools-panel truth): `If-None-Match` sent, wire `304`, transfer < ½ the first load, table still renders; plus the never-stale half — a folder-description PATCH busts the tag → `200` + the new text renders.
3. **Migrated, never deleted**: the superseded "ONE fetch / drill is client-side" claims re-pointed in `test_kb_tree.py` (module contract + `_wait_top_level` + `_drill` + the breadcrumb-back pin) and in 8 sibling suites' drill helpers (`test_kb_tree_nav`, `test_admin_auth`, `test_folder_summary_voice`, `test_sync_summary_visibility`, `test_import_documents`, `test_extensionless_import`, `test_import_extensions_env`, `test_quadlet_jinja_import`). All re-ran green in isolation.
4. **Regression set, isolation**: kb_tree 8, kb_tree_nav 4, navbar_refresh 7, document_dates 6, git_source_dates 4, sync_summary_visibility 3, table_ux_polish 6, sources_midstream_bug 6, ls_tree_drilldown 3 (agent `ls` unchanged), smoke 3 — all pass.
5. **Full gates**: `uv run pytest` **3980 passed**; `--cov=app` **TOTAL 99 %** (`compression.py`, `http_cache.py`, `response_budget.py` 100 %, `api/docs.py` 99 %); `ruff check .` and `pyright` clean.
6. **Retrieval battery**: no `app/rag/**` file is touched by this phase (`git diff --name-only`), so retrieval is unchanged by construction; the battery itself cannot measure here — the shared E2E Postgres holds no corpus (the suites truncate it), so every question deflects at `best_cosine=0.0000`.
7. **Defect found and fixed** (pre-existing, not phase 167): `test_sources_midstream_bug.py::_reset_db` truncated only `chunks, documents, query_log`, so a `kb_overview` row left by another suite's sync leaked into the prompt and the mock echoed `(kb: …)` into the answer, breaking its exact-text pin. It now truncates the same house list as `test_kb_tree._truncate_all`; verified failing before, 6/6 after, including directly after `test_kb_tree`. 27 other suites still truncate narrowly — same latent order coupling, left alone as out of scope.
8. **Deviation flagged**: task 06's vanished-folder bullet says a `404` shows alert + Retry, but `00_phase.md` D4/D6 and the shipped client make the node route's 404 the vanished signal (reset to the top level). Both paths are pinned honestly — 404 → honest reset, 500 → alert + Retry with the level preserved — no assertion weakened.
9. **Docs**: `AUDIT.md` gained the browser-verification paragraph (gzip, 304, one fetch per level); README's tree/node endpoint table, gzip + ETag deploy note, env var list and `AGENTS.md` rule 10 / quick-reference were reviewed and are already phase-167 consistent; `.env.example` carries both new vars.
10. No git index/history commands run, no `todo/` phase file moved, renamed or edited.
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=============================== warnings summary ===============================
.venv/lib/python3.13/site-packages/fastapi/testclient.py:1
/var/home/ducoterra/Projects/Personal/brain_of_reese/.venv/lib/python3.13/site-packages/fastapi/testclient.py:1: StarletteDeprecationWarning: Using `httpx` with `starlette.testclient` is deprecated; install `httpx2` instead.
from starlette.testclient import TestClient as TestClient # noqa
-- Docs: https://docs.pytest.org/en/stable/how-to/capture-warnings.html
================================ tests coverage ================================
_______________ coverage: platform linux, python 3.13.13-final-0 _______________
Name Stmts Miss Cover
--------------------------------------------------
app/__init__.py 1 0 100%
app/api/__init__.py 0 0 100%
app/api/auth.py 52 0 100%
app/api/chat.py 277 1 99%
app/api/chat_images.py 50 0 100%
app/api/chats.py 110 0 100%
app/api/config.py 13 0 100%
app/api/doc_drafts.py 99 0 100%
app/api/docs.py 234 1 99%
app/api/git_sources.py 259 0 100%
app/api/health.py 10 0 100%
app/api/steering.py 42 0 100%
app/api/suggestions.py 33 0 100%
app/api/sync.py 204 0 100%
app/api/tokens.py 40 0 100%
app/api/ui_settings.py 55 0 100%
app/config.py 280 0 100%
app/core/__init__.py 0 0 100%
app/core/auth.py 45 0 100%
app/core/caching.py 124 0 100%
app/core/compression.py 59 0 100%
app/core/debugging.py 29 2 93%
app/core/docs_push.py 39 0 100%
app/core/errors.py 5 0 100%
app/core/http_cache.py 22 0 100%
app/core/logging.py 13 0 100%
app/core/rate_limit.py 44 0 100%
app/core/response_budget.py 63 0 100%
app/core/security_headers.py 20 0 100%
app/core/theming.py 38 0 100%
app/core/tokens.py 44 0 100%
app/db.py 22 0 100%
app/main.py 73 0 100%
app/models.py 136 0 100%
app/rag/__init__.py 0 0 100%
app/rag/agent.py 454 1 99%
app/rag/archive_upload.py 134 0 100%
app/rag/chunker.py 220 4 98%
app/rag/doc_dates.py 18 0 100%
app/rag/folder_summaries.py 134 0 100%
app/rag/git_sources.py 77 0 100%
app/rag/importer.py 841 4 99%
app/rag/llm.py 246 1 99%
app/rag/md_images.py 63 0 100%
app/rag/overview.py 78 0 100%
app/rag/pdf.py 192 0 100%
app/rag/prompts.py 156 0 100%
app/rag/retriever.py 252 3 99%
app/rag/scaffolding.py 55 0 100%
app/rag/source_removal.py 41 0 100%
app/rag/sources_meta.py 16 0 100%
app/rag/suggestions.py 27 0 100%
app/rag/summarizer.py 58 0 100%
app/schemas.py 505 0 100%
--------------------------------------------------
TOTAL 6102 17 99%
coverage gate: app/ 99% (>90%) OK
All checks passed!
0 errors, 0 warnings, 0 informations
WARNING: there is a new pyright version available (v1.1.411 -> v1.1.414).
Please install the new version or set PYRIGHT_PYTHON_FORCE_VERSION to `latest`
validation OK