chore(agent): add phase 24 from TODO.md — whole-document context (no truncation, A7 revised); clear TODO.md

.agent/phases/todo/24_whole_document_context/00_phase.md

@@ -0,0 +1,138 @@
+# Phase 24 — Whole-Document Context: a matched document is never truncated
+
+**Source:** `TODO.md` L3–L4 — *"Documents are truncated for some reason?
+This should never happen"* + *"When the LLM matches a chunk it should get
+the entire document placed in its context so it can see the whole thing
+before answering the question"*
+**Story:** `.agent/user_stories/whole-document-context.md` (created by
+task 03)
+**Context:** `app/rag/retriever.py::select_documents` (the one and only
+place document content is cut — the 24k budget), `app/api/chat.py::plan_turn`
+(passes the budget on both HIGH and LOW paths), `app/config.py`
+(`max_context_chars`), `app/rag/prompts.py` (the shared `[…truncated…]`
+marker — still owned by the steering section), `tests/unit/test_retriever.py`
+(pins the current cap), `tests/e2e/mock_llm.py` + `tests/e2e/test_chat_rag.py`
+(E2E patterns), `.env.example` + `README.md` (document the knob).
+
+## Verified diagnosis (2026-08-24, this conversion — not a guess)
+1. **The importer stores the whole file** — `app/rag/importer.py:199–228`
+   reads each file into `documents.content` in full (sha256 over the whole
+   content). No truncation at import time.
+2. **Chunking never touches the LLM context** — the 2000-char target /
+   1200-char hard cap only shapes `chunks` rows (retrieval + embeddings);
+   the chat prompt is built from `documents.content`.
+3. **The viewer serves raw content** — `GET /api/documents/content`
+   (`app/api/docs.py`) returns `doc.content` unchanged; no truncation there
+   either. So the owner's "truncated for some reason" is *not* a separate
+   import/viewer bug.
+4. **The one and only truncation point is `select_documents()`**
+   (`app/rag/retriever.py:252–289`): the top-2 documents' combined text is
+   capped at `BOR_MAX_CONTEXT_CHARS` (default **24 000**) and the
+   lowest-ranked overflowing document is truncated in place with
+   `[…truncated…]`. `plan_turn()` (`app/api/chat.py`) passes the budget on
+   both the HIGH (grounded) and LOW (deflected) paths. The marker the owner
+   saw in answers comes from here.
+5. **The cap is pinned + documented** — `tests/unit/test_retriever.py`
+   (`test_combined_content_capped_with_truncation_marker`,
+   `test_single_doc_over_budget_is_truncated_to_budget`,
+   `test_under_budget_no_truncation`); the knob is in `.env.example`
+   (`BOR_MAX_CONTEXT_CHARS=24000`) and `README.md:377`.
+
+## Objective
+When hybrid retrieval matches a chunk, the LLM sees the **entire** parent
+document — the 24k context budget (and `BOR_MAX_CONTEXT_CHARS`) is removed
+from the document path, and a dedicated story E2E proves deterministically
+that a >24k document — and the *second* document of a >24k pair (the exact
+case the old budget cut) — reaches the model whole.
+
+## Owner-confirmed (2026-08-24, roadmap D1–D5)
+1. **D1 — no cap at all (revises LOCKED A7):** `select_documents` returns
+   the full top-N document texts, always. The `max_context_chars` setting
+   and `BOR_MAX_CONTEXT_CHARS` env var are removed. If a future KB ever
+   makes the prompt too large for the model, the existing `LLMError` → SSE
+   `error` path surfaces it loudly — no silent partial context. The
+   emergency-valve variant (raised cap + warning log) was **explicitly
+   rejected**.
+2. **D2 — `top_n_docs = 2` unchanged** (the TODO is about truncation, not
+   about how many documents).
+3. **D3 — no viewer/import changes** — both already serve full content
+   (verified diagnosis above).
+4. **D4 — E2E evidence via a deterministic mock tail-echo** (repo pattern,
+   cf. the phase-15 tuning-note echo); the big documents are seeded
+   directly in the DB inside the E2E test — `tests/fixtures/docs/` must
+   not grow, because other suites pin `summary.added == 8`.
+5. **D5 — no `query_log` schema change** (no new columns, no migration).
+
+## Dependencies
+- `03_story_chat_rag` (complete) — the RAG turn + `plan_turn` this phase
+  modifies.
+- `09_story_retrieval_quality` (complete) — hybrid retrieval +
+  `select_documents` (A7) whose cap this phase revises.
+- `15_steering_notes` (complete) — still owns `[…truncated…]` +
+  `BOR_STEERING_MAX_CHARS` (shared marker; unchanged).
+
+## Tasks
+1. `01_remove_context_cap.md` — remove the 24k budget from
+   `select_documents`, `plan_turn`, `config`, `.env.example`, `README`;
+   rewrite the unit tests to pin *no* truncation.
+2. `02_whole_doc_e2e_suite.md` — mock tail-echo trigger +
+   `tests/e2e/test_whole_document_context.py` (whole >24k doc, whole second
+   doc of a >24k pair, small-doc regression).
+3. `03_story_docs_plan_commit.md` — story file, PLAN.md A7/§6/§12 revision
+   (owner permission 2026-08-24), full validation, one `--no-gpg-sign`
+   commit, phase move.
+
+## Locked decisions
+- **A7 revision (owner permission 2026-08-24, D1):** A7's context clause
+  becomes *"feed the **full text of top-N=2 documents** (deduped)"* — the
+  "capped at 24k chars" clause is **removed**; matched parent documents are
+  **never truncated**. The revision note lands in PLAN.md via task 03
+  (phase-17/19 precedent — recorded, not silently deviated).
+- **Steering unchanged** — `BOR_STEERING_MAX_CHARS` (8 000) still caps the
+  `<tuning>` section with the same `[…truncated…]` marker (phase-15
+  behavior byte-identical).
+- **A16 honored** — dedicated Playwright story suite run in isolation;
+  unit + integration green; `app/` coverage >90%.
+
+## Testing & Quality
+- **Unit:** `tests/unit/test_retriever.py` — `select_documents` returns
+  byte-identical full content well past the old 24k budget, no marker;
+  ranking / dedup / n-cap tests unchanged.
+- **Integration:** `uv run pytest tests/integration` green — existing
+  `test_chat_api.py` prompt tests exercise `plan_turn` through the new
+  signature (no integration test pins the cap — verified).
+- **Coverage:** >90% on `app/` held
+  (`uv run pytest --cov=app --cov-report=term-missing`).
+- **E2E (new, isolated):** `tests/e2e/test_whole_document_context.py` —
+  the tail sentinel of a 30k-char document (and of the *second* document of
+  a >24k pair) appears in the rendered answer; `[…truncated…]` never
+  appears; the small-document grounded path is unchanged.
+- **Lint/types:** `uv run ruff check . && uv run pyright` clean.
+
+## Completion Criteria
+- [ ] `select_documents` has no budget parameter and never truncates;
+      `TRUNCATION_MARKER` remains for the steering section only.
+- [ ] `BOR_MAX_CONTEXT_CHARS` gone from `app/config.py`, `.env.example`,
+      and `README.md`.
+- [ ] `uv run pytest` green; `uv run pytest --cov=app
+      --cov-report=term-missing` ≥ today's number.
+- [ ] `uv run pytest tests/e2e/test_whole_document_context.py -v --no-cov`
+      green in isolation.
+- [ ] `uv run ruff check . && uv run pyright` clean.
+- [ ] `.agent/user_stories/whole-document-context.md` exists; PLAN.md
+      carries the A7 revision + §6 bullet + §12 row 24 (owner permission
+      2026-08-24).
+- [ ] One `--no-gpg-sign` commit (below);
+      `.agent/phases/todo/24_whole_document_context/` moved to
+      `.agent/phases/complete/`.
+
+## Commit (task 03 — after the phase dir has moved to `complete/`)
+```bash
+git add -f .agent/phases/complete/24_whole_document_context/ .agent/user_stories/whole-document-context.md .agent/PLAN.md
+git add -A .agent/phases/todo/24_whole_document_context/ app/ README.md .env.example tests/
+git commit --no-gpg-sign -m "feat(rag): feed whole matched documents to the LLM — no context truncation (A7 revised)"
+```
+
+(The *conversion* commit — this phase dir force-added under `todo/` plus
+the cleared `TODO.md` — lands separately when the roadmap is written, per
+the phase-20–23 precedent, commit `824914c`.)

.agent/phases/todo/24_whole_document_context/01_remove_context_cap.md

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+# Task 01 — Remove the 24k document-context budget
+
+**Phase:** `24_whole_document_context` · **Source:** `TODO.md:3–4` — *"Documents are truncated for some reason? This should never happen"* + *"When the LLM matches a chunk it should get the entire document placed in its context so it can see the whole thing before answering the question"*
+**Story:** `.agent/user_stories/whole-document-context.md` (created by task 03)
+
+## Objective
+`select_documents` returns the full text of the top-N parent documents,
+always — the budget parameter, the `max_context_chars` setting, the env var,
+and the documentation lines are removed, and the unit tests pin the new
+no-truncation contract (owner-confirmed D1: no cap at all — the
+emergency-valve variant was explicitly rejected).
+
+## Work
+1. `app/rag/retriever.py` — `select_documents(chunks, n=None)`: drop the
+   `max_chars` parameter and the whole `remaining`/truncation loop; return
+   the deduped top-N documents with their `content` byte-identical. Update
+   the module docstring (remove the "capped at ``BOR_MAX_CONTEXT_CHARS``"
+   sentence; state the A7 revision — whole documents, never truncated,
+   owner permission 2026-08-24) and the `select_documents` docstring.
+   `TRUNCATION_MARKER` **stays** exported — `app/rag/prompts.py`
+   (steering section, phase 15) still imports it.
+2. `app/api/chat.py` — `plan_turn`: both `select_documents(…)` call sites
+   (HIGH and LOW paths) drop the `max_chars=settings.max_context_chars`
+   argument. No other turn-flow change (deflection, steering, `query_log`,
+   SSE all unchanged).
+3. `app/config.py` — delete `max_context_chars: int = 24_000` and its
+   comment. (Any leftover `BOR_MAX_CONTEXT_CHARS=…` in an operator's
+   gitignored `.env` is silently ignored via `extra="ignore"` — no
+   migration, no startup check needed.)
+4. `.env.example` — delete the `BOR_MAX_CONTEXT_CHARS=24000` line.
+5. `README.md` — delete the settings-table row
+   `| BOR_MAX_CONTEXT_CHARS | 24000 | cap on total document text sent to the LLM |`
+   (line ~377). Leave the steering-notes `[…truncated…]` mention (~line 178)
+   alone — that budget still exists.
+6. `tests/unit/test_retriever.py` — drop the `max_chars=…` argument from
+   every `select_documents` call; replace the three cap tests
+   (`test_combined_content_capped_with_truncation_marker`,
+   `test_single_doc_over_budget_is_truncated_to_budget`,
+   `test_under_budget_no_truncation`) with
+   `test_content_never_truncated_even_past_old_budget`: two documents of
+   20 000 + 15 000 chars (35 000 combined — past the old 24 000 cap) come
+   back with content **byte-identical** (assert equality against the
+   originals) and `TRUNCATION_MARKER` absent from both. Keep the module
+   docstring accurate ("ordering and dedup — no context cap, A7 revised").
+
+## Testing & Quality
+- Unit: `uv run pytest tests/unit/test_retriever.py -v` green — ranking,
+  dedup, n-cap, and the new no-truncation test.
+- Integration: `uv run pytest tests/integration` green — the existing
+  `test_chat_api.py` prompt tests exercise `plan_turn` through the new
+  signature (no integration test pins the cap — verified during conversion).
+- Coverage: `uv run pytest --cov=app --cov-report=term-missing` ≥ today's
+  number (the >90% gate).
+
+## Completion Criteria
+- [ ] `rg "max_context" app/ tests/ .env.example README.md` → **no matches**
+      (`steering_max_chars` is a different setting and must remain).
+- [ ] `uv run pytest tests/unit/test_retriever.py -v` green.
+- [ ] `uv run pytest` green; `uv run pytest --cov=app
+      --cov-report=term-missing` ≥ today's number.
+- [ ] No behavior change outside the context budget — deflection, steering,
+      viewer, and import behave byte-identically to before.

.agent/phases/todo/24_whole_document_context/02_whole_doc_e2e_suite.md

@@ -0,0 +1,84 @@
+# Task 02 — Story E2E: whole documents reach the LLM (mock tail-echo)
+
+**Phase:** `24_whole_document_context` · **Source:** `TODO.md:3–4` — *"Documents are truncated for some reason? This should never happen"* + *"When the LLM matches a chunk it should get the entire document placed in its context so it can see the whole thing before answering the question"* (this task makes the no-truncation contract provable end-to-end)
+**Story:** `.agent/user_stories/whole-document-context.md` (created by task 03)
+
+## Objective
+`tests/e2e/test_whole_document_context.py` proves, with the deterministic
+mock, that a matched document **larger than the old 24k cap** — and the
+**second** document of a pair whose combined size exceeds it (the exact case
+the old budget cut) — reach the LLM whole.
+
+## Work
+1. `tests/e2e/mock_llm.py` — add one user-message trigger, same pattern as
+   `LONG_ANSWER_TRIGGER` and the phase-15 tuning-note echo:
+   - `END_OF_NOTES_TRIGGER = "show the end of your notes"` — verified
+     2026-08-24: no existing E2E question or fixture file contains the
+     phrase, so every other suite is unaffected.
+   - In `compose_answer`, after the `DEFLECT_MODE` check and before the
+     generic branch: when the trigger is present in the user message, the
+     answer quotes the **tail of the context** — e.g.
+     `f"…and the very end of my notes reads: “{_context(body)[-160:]}” (Deterministic mock answer for E2E.)"`.
+     Byte-stable across runs, so a sentinel placed at the *end* of a
+     document appears in the rendered answer **iff the whole document was
+     in the prompt**. (The tail includes the closing `</documents>` —
+     harmless for `to_contain_text` sentinel assertions.)
+   - Keep the mock docstring's trigger list updated.
+2. `tests/e2e/test_whole_document_context.py` — new story suite. Reuse the
+   `page`, `app_url`, `mock_llm`, `db_ready` fixtures and the
+   TRUNCATE-then-seed pattern from `tests/e2e/test_chat_rag.py` /
+   `tests/integration/test_document_content.py`. **Seed the big documents
+   directly via SQLAlchemy** (a `documents` row + 2–3 `chunks` rows, each
+   chunk with `embedding = embed_text(chunk_text)` imported from
+   `tests.e2e.mock_llm` — the same deterministic bag-of-words vector the
+   mock computes, so the question's live mock embedding genuinely overlaps).
+   **Do not add fixture files** — `tests/fixtures/docs/` must stay at its
+   current 8 files; other suites pin `summary.added == 8`.
+   - Content helper: a ~30 000-char document = repeated
+     "gitlab install playbook" body (tokens shared with the question →
+     hybrid hit) whose **last line is a unique sentinel**, e.g.
+     `WHOLE-DOC-TAIL-GITLAB-<test-unique>`.
+   - `test_whole_document_over_old_cap_reaches_llm` — seed one 30 000-char
+     document (past the old 24 000 cap); ask
+     `"Show the end of your notes about the gitlab install playbook, please."`;
+     assert the rendered brain bubble contains the tail sentinel **and**
+     `"Deterministic mock answer for E2E"`, contains **no**
+     `[…truncated…]`, the document's `.source-chip` renders, and the
+     `query_log` row has `deflected == False`.
+   - `test_second_document_of_over_cap_pair_reaches_llm` — seed two
+     documents of ~16 000 chars each (32 000 combined — under the old
+     budget the lower-ranked one was truncated in place). Doc 1's first
+     chunk carries the question's key tokens ("gitlab install playbook");
+     doc 2's first chunk carries a weaker overlap ("playbook", "notes") so
+     doc 1 ranks first and doc 2 is the **last block inside
+     `<documents>`** — i.e. the tail-echo surfaces doc 2's sentinel. Assert
+     doc 2's tail sentinel in the answer. If the ranking ever flips locally,
+     strengthen doc 1's token overlap (repeat the question phrase in its
+     first chunk) until two consecutive isolated runs are stable — do not
+     weaken the assertion.
+   - `test_small_document_path_unchanged` — regression: re-import the
+     standard fixtures via the real importer (the `test_chat_rag.py`
+     `_import_fixtures` pattern), ask the usual on-topic question
+     (`"How is my Kubernetes cluster set up?"`) → grounded answer +
+     `kubernetes.md` chip, no `[…truncated…]` (the under-24k path is
+     byte-identical to before).
+   - Header comment: story path + run-in-isolation command
+     (`uv run pytest tests/e2e/test_whole_document_context.py -v --no-cov`).
+
+## Testing & Quality
+- E2E: `uv run pytest tests/e2e/test_whole_document_context.py -v --no-cov`
+  green **in isolation** (DB up: `podman compose up -d db`).
+- E2E regressions: `uv run pytest tests/e2e/test_chat_rag.py
+  tests/e2e/test_honest_deflection.py -v --no-cov` still green (the mock
+  change is additive — the trigger phrase appears in no existing question).
+- Coverage: the >90% `app/` gate is unaffected (tests + mock only) — re-run
+  `uv run pytest --cov=app --cov-report=term-missing` to prove it.
+- Lint/types: `uv run ruff check . && uv run pyright` clean.
+
+## Completion Criteria
+- [ ] `uv run pytest tests/e2e/test_whole_document_context.py -v --no-cov`
+      — all three tests green in isolation.
+- [ ] `uv run pytest tests/e2e/test_chat_rag.py
+      tests/e2e/test_honest_deflection.py -v --no-cov` green.
+- [ ] `uv run ruff check . && uv run pyright` clean.
+- [ ] `tests/fixtures/docs/` unchanged (still 8 files).

.agent/phases/todo/24_whole_document_context/03_story_docs_plan_commit.md

@@ -0,0 +1,76 @@
+# Task 03 — Story file, PLAN.md revision, validation, commit
+
+**Phase:** `24_whole_document_context` · **Source:** `TODO.md:3–4` — *"Documents are truncated for some reason? This should never happen"* + *"When the LLM matches a chunk it should get the entire document placed in its context so it can see the whole thing before answering the question"*
+**Story:** `.agent/user_stories/whole-document-context.md` (created by this task)
+
+## Objective
+Record the user story and the A7 revision (owner permission 2026-08-24),
+run the full validation gate, land one atomic commit, and move the phase
+to `complete/`.
+
+## Work
+1. `.agent/user_stories/whole-document-context.md` — story file in house
+   style (cf. `.agent/user_stories/sources-midstream.md`):
+   - Header: `**Phase:** 24_whole_document_context · **E2E:**
+     tests/e2e/test_whole_document_context.py`.
+   - Bug report section: the two TODO.md items (L3–L4), verbatim.
+   - Narrative: *Given* a question whose chunk matches a document,
+     *when* the turn assembles context, *then* the LLM receives the
+     **entire** parent document — never a `[…truncated…]`-cut version —
+     so the answer is grounded in the whole note.
+   - Owner-confirmed (2026-08-24, roadmap D1–D5) — the five decisions from
+     the phase overview, verbatim.
+   - Acceptance criteria: no budget parameter in `select_documents`;
+     `BOR_MAX_CONTEXT_CHARS` gone from settings/env/README; the story E2E's
+     three tests green in isolation; steering-note truncation (phase 15)
+     unchanged; unit+integration green, coverage >90%, one
+     `--no-gpg-sign` commit.
+   - Playwright Mapping Rule: the three tests of task 02, one line each.
+2. `.agent/PLAN.md` revisions (phase-17/19 precedent — record the owner
+   permission, never deviate silently):
+   - §2, A7 row: replace *"feed the **full text of top-N=2 documents**
+     (deduped, capped at 24k chars)"* with *"feed the **full text of
+     top-N=2 documents** (deduped)"* and append the rationale addendum:
+     "A7 revised 2026-08-24 — matched documents never truncated (owner:
+     'this should never happen'; emergency-valve variant rejected)".
+   - §2, revision-note block under the anchors table: add
+     **A7 revision (phase 24, owner permission 2026-08-24):** the
+     `[…truncated…]` cap on document context is removed —
+     `select_documents` always returns the full top-N texts;
+     `BOR_MAX_CONTEXT_CHARS` is gone. The steering section
+     (`BOR_STEERING_MAX_CHARS`, phase 15) keeps its budget and the shared
+     marker.
+   - §6, retrieval bullet: *"top 2 → full content, concatenated, truncated
+     to `BOR_MAX_CONTEXT_CHARS` (24k) with a `[…truncated…]` marker"* →
+     *"top 2 → full content, concatenated — **never truncated** (A7
+     revised, phase 24, owner permission 2026-08-24)"*.
+   - §12 roadmap table: add row 24 —
+     `| 24 | 24_whole_document_context.md | whole-document-context.md | tests/e2e/test_whole_document_context.py |`
+     plus a footnote: "Row 24 added 2026-08-24 with owner permission —
+     A7's 24k context cap removed (documents are never truncated)".
+3. Final validation (AGENTS.md §9 — all must be green before the commit):
+   - `uv run pytest` (unit + integration)
+   - `uv run pytest --cov=app --cov-report=term-missing` (>90% gate)
+   - `uv run pytest tests/e2e/test_whole_document_context.py -v --no-cov`
+     (in isolation)
+   - `uv run ruff check . && uv run pyright`
+4. Commit + phase move (AGENTS.md §8; use the commit block in
+   `00_phase.md` — it assumes the move happens first):
+   `mv .agent/phases/todo/24_whole_document_context
+   .agent/phases/complete/`, then the two `git add` lines + one
+   `--no-gpg-sign` commit.
+
+## Testing & Quality
+- All AGENTS.md §9 gates: unit + integration green, `app/` coverage >90%,
+  story E2E green in isolation, lint + types clean.
+
+## Completion Criteria
+- [ ] `.agent/user_stories/whole-document-context.md` exists (story,
+      D1–D5, acceptance criteria, Playwright mapping).
+- [ ] `.agent/PLAN.md` carries the A7 row + revision note (§2), the §6
+      bullet, and the §12 row 24 + footnote — every one marked
+      "owner permission 2026-08-24".
+- [ ] All validation commands green (work step 3).
+- [ ] One `--no-gpg-sign` commit;
+      `.agent/phases/complete/24_whole_document_context/` exists and
+      `.agent/phases/todo/24_whole_document_context/` is gone.

TODO.md

@@ -1,5 +1,3 @@
 # TODO
 
-All items from this file were converted to the phased-execution roadmap
+Phased on 2026-08-24 — items now live in `.agent/phases/todo/24_whole_document_context/` (phase 24, owner-confirmed: no context truncation, A7 revised).
-on 2026-08-24 — see `.agent/phases/todo/` (phases 20–23). Each phase
-file carries a `Source:` line citing the original item and line.