phase: 162_search_recall_small_sources

**Phase 162 — final verification pass (all tasks already complete; verified + docs pass)**

- Verified: `_fold` (NFKD+casefold, stdlib) inside `_normalize_name` — `BESTÅ`→`besta` question side, `BÅsta.md`→`basta` path side; A2 match classes/ranking/caps/bonus untouched; FTS/cosine/A8 untouched.
- Verified: `grep_document` folds both sides via the imported `_fold` (no second copy); regex-teaching lines byte-identical; 3 copy sites updated.
- Verified: `regenerate_overview` appends the deterministic `Sources: <name> (<k> doc|docs)` tail (happy path only; zero-doc + `LLMError` rows byte-identical; `build_overview_prompt`/`load_kb_overview`/`build_kb_section` untouched).
- Verified: `TOOLS_SECTION` grep sentence updated + D4 search-discipline sentence present **verbatim**, immediately after the grep sentence; `PERSONA`/LOW pins byte-identical (`test_prompt_lock.py`).
- Measured evidence (in `.agents/reports/162_…/task04_prefix_evidence_and_battery.md` + re-measured every run by `test_under_rank_is_measured_not_assumed`): pre-fix tokens `['build','best']` → IKEA doc rank 6 (outside top-5); post-fix `['build','besta']` → suggested #1, cosine unchanged 0.382.
- `uv run pytest tests/e2e/test_search_recall_small_sources.py -v --no-cov` → **7 passed** (isolated); neighbours `test_kb_overview{,_freshness} test_name_signal_read_chips test_grep_regex_teaching test_harness_aligned_tools test_agent_document_tools test_tool_call_compact` → **24 passed**.
- `uv run pytest --cov=app --cov-report=term-missing` → **3756 passed**, app coverage **99%** (>90%).
- `uv run ruff check .` → All checks passed; `uv run pyright` → **0 errors**.
- Completion criteria: fold both ways ✅ · `Sources:` tail ✅ · TOOLS_SECTION + D4 verbatim + re-cut pins ✅ · E2E green/battery recorded/full suite/coverage/lint ✅ · docs pass ✅ · commit + dir move = harness.
- Battery: 5 phase-119 questions byte-identical to the phase-119 record (GATE PASS); the 2 Besta questions **skipped loudly** — verified the 2026-09-05 replica dump has zero `ikea` matches (`grep -c -i ikea data/bor_live_kb_replica.dump.sql` = 0); rank gate stays with the owner's live KB.
- Docs fixed: README — overview-tail doc + `BOR_KB_OVERVIEW_MAX_CHARS` tail-cut constraint, the phase-162 search-discipline paragraph, per-phase (not per-story) E2E wording, new "Retrieval regression battery" section; AGENTS.md — rule 4 per-phase wording + battery command in Quick reference. (The overview's expected "AGENTS.md §6 tool table" does not exist in this repo — the grep contract line lives in README's tool table, already updated.)
- Deviations (recorded, not assumed): `_fold` adds `casefold` (required for the pinned `ß → ss`); `①` NFKD-decomposes to `1` (the overview's parenthetical was wrong) and is excluded by `NAME_TOKEN_MIN_LEN`; pre-fix evidence lives in the reports dir because task files are read-only for this pass.
- Owner follow-up A6 (runtime, not code): add the Tuning-tab steering note "IKEA's BESTÅ assembly PDF is a live source — search it as `BESTÅ` or `AA-1272068`".
- Next pending phase: none — 162 is the only entry in `todo/` (harness moves it to `complete/`).

.agents/phases/complete/162_search_recall_small_sources/00_phase.md

@@ -0,0 +1,70 @@
+# Phase 162 — Search recall: accent-folded name hits & grep, KB-overview source inventory, search-discipline teaching
+
+**Source:** owner live report, 2026-10-07 — brain.reeseapps.com, shared conversation "How do I build a Besta?" (share token `58525626-4462-4baf-bcf2-3abc81f18284`). The owner asked "Why did you miss it? Let's try to improve your search techniques and system prompt." The agent's post-mortem identified **four stacked failures**, three of which are code-fixable:
+
+1. **The `<knowledge_base>` outline is lossy and is the only map the model gets.** The outline listed 3 groups (Gufo, Brain-of-Reese, Deployments); the live index had 14 sources. `ikea_instructions` (1 doc) and `players_handbook` (1 doc) were **invisible** — a whole class of source-level questions could not be surfaced by the outline at all. The model answered from the outline instead of running `ls`.
+2. **Notes poisoned the model with a true-but-different fact** (the phase-140/148 note "the IKEA tar is gitignored, on disk only" was over-generalized to "the brain has no copy of this PDF"). Model behavior — mitigated here by prompt teaching (D4), plus an owner runtime follow-up (A6, recorded, not code).
+3. **The Å/ASCII accent-folding gap.** `grep "besta"` returned only phase docs and never the PDF, because the only product name in the PDF's text layer is `BESTÅ` (U+00C5): the filename is ASCII (`besta-frame-white__…`) but the content is not, and the exact-substring grep cannot bridge that. On the name-hit side the gap is symmetric: the question token `BESTÅ` normalizes (lower + alnum-only) to `best` — not `besta` — so an accented question never name-matches the ASCII filename's stem sub-components.
+4. **Retrieval under-ranked the PDF (the phase-119 failure class).** The doc's title is the generic "Assembly Instructions" (title ranking gives nothing); by phase-119 LOCKED A2 the digitless token `besta` (≥4 chars) equals a stem sub-component of `besta-frame-white__AA-1272068-11-100` and should have name-matched, but the name-hit row lost the fused walk to the phase docs whose bodies literally contain "besta". Flagged by the post-mortem as a hypothesis needing a test — **this phase pins it with the battery (D5)** rather than assuming a finding.
+
+**Story:** n/a (owner-directed RAG behavior change; extends the phase-119 name-hit mechanism, the phase-31 KB overview, the phase-68/70 grep, and the phase-117 prompt pins).
+
+## Objective
+Accented names (`BESTÅ` ↔ `besta`) are found **both ways** — by the name-hit path (question side) and by `grep` (content side); **no source can be invisible** to `<knowledge_base>` (a deterministic, non-LLM source-inventory line is appended to the stored overview); the model is **taught the search discipline** the post-mortem adopted (outline ≠ inventory; `ls` first; part-number/filename-token greps; gitignored ≠ unindexed); and the battery question "How do I build a Besta?" **pins** the IKEA doc into the suggested top-5 — turning the anecdote into a regression test.
+
+## Dependencies
+- `119_name_signal_read_chips` (complete) — the phase-119 name-hit rule (LOCKED A2), the `name_hit` flag, the bonus (LOCKED A3), and the `suggested:` eval-battery line this phase extends.
+- `31`-line KB overview (complete; `app/rag/overview.py`) — the `regenerate_overview` best-effort/change-gated generation this phase appends the inventory to.
+- `68_search_tool` / `70_harness_aligned_tools` (complete) — the `grep` contract (case-insensitive fixed substring, locator, teaching refusals) this phase extends.
+- `117_tool_call_compact` (complete) — the `TOOLS_SECTION` byte-pins this phase re-cuts.
+
+## Design (shared by all tasks — the executor reads this, not the chat)
+
+**D1 — accent-folded name normalization (task 01, LOCKED A1).** One new helper in `app/rag/retriever.py`: `_fold(s)` = `unicodedata` NFKD normalize + drop every char with a non-zero combining class (stdlib only; no new dependency). `_normalize_name` becomes the existing `[a-z0-9]+` scan of `_fold(s.lower())`. Because `_normalize_name` is the **single** normalization both sides of name matching pass through — the question tokens in `name_hit_tokens` AND the path parts / file stem / stem sub-components in `_name_parts` — the one change bridges both directions: the ASCII question `besta` keeps matching the ASCII filename's sub-components (unchanged behavior), the accented question `BESTÅ` now normalizes to `besta` (was `best` — the 2026-10-07 gap), and an accented **filename** (`BÅsta.md` → `basta`) matches an ASCII question. Folding cases the tests pin: `Å/å → a`, `Ä/ä/Ö/ö/Ü/ü → a/o/u` (the letter, decomposition preserved), `ß → ss`, the `fi` ligature → `fi`, `ç → c`; characters with no NFKD decomposition (CJK, `①`) still drop out under the alnum scan, exactly as today. **Everything else in the A2 mechanism is untouched**: the digit-bearing-prefix / digitless-equality match classes, titles-never-matched, the (matched-token count, catalog order) ranking, `NAME_TOKEN_MIN_LEN`, the versioned-name join, `NAME_HIT_LIMIT`, the `name_hit` flag, the phase-119 bonus (LOCKED A3), and the FTS / cosine / A8 gate (LOCKED A7/A8 — the `tsvector` 'english' pipeline is NOT modified; same-accents FTS already bridges, accent-vs-ASCII FTS bridging is out of scope by the lock).
+
+**D2 — the KB-overview source inventory (task 02, LOCKED A2).** The overview is `lite`-generated and lossy (D1-failure #1); the fix is **deterministic, non-LLM**: `regenerate_overview` (happy path only) appends one line to the stored content, after the model's outline: `Sources: <name> (<k> doc|docs), …` — one entry per DISTINCT source, catalog order (`source, path`), exact per-source document counts. Computed from the same catalogue rows the prompt builder already reads (no new query). `build_overview_prompt` / `OVERVIEW_INSTRUCTION` are **byte-identical** (the model never sees the tail — it is mechanical, not a model burden); `load_kb_overview` / `build_kb_section` are untouched (the existing longest-prefix cap applies to the whole stored text). Budget: the model caps the outline at ~1500 chars per the instruction; one inventory line is ~15 chars/source — at the default `BOR_KB_OVERVIEW_MAX_CHARS` (4000) the tail always fits; a smaller owner-set cap cuts the tail first (accepted; the cap is owner-tunable, the record here is the constraint). The zero-doc early return and the `LLMError` path are **byte-identical** (the previous row — tail included, it is part of the stored content — stays intact; an old outline is better than none).
+
+**D3 — accent-folding grep (task 03, LOCKED A3).** `grep_document` in `app/rag/agent.py` folds **both sides** — the pattern and each content line — through the SAME `_fold` as D1 (imported from `app.rag.retriever`, which `agent.py` already imports from: grep and the name-hit path can never drift apart) plus lowercase (replacing the current lower-only comparison): `grep "besta"` now matches a content line `The BESTÅ frame`. The contract remains a **fixed substring** (the phase-68 owner lock) — the fold changes the alphabet it ignores, not the matching semantics; still a locator, still ≤20 lines, still line-truncated at 200 chars. The regex teaching (`NO_MATCHES_REGEX` / `_SCOPED`, `looks_like_regex`, the plain-form retry hint) is **byte-identical** — the plain-substring claim it teaches is still true. Copy updates (all in this task): the `agent.py` module docstring grep paragraph, the `AGENT_TOOLS` grep function description + the `pattern` parameter description, and the `TOOLS_SECTION` grep sentence in `app/rag/prompts.py` ("case-insensitive" → "case- and accent-insensitive"), plus D4's new sentence. The phase-117 `test_prompt_lock.py` / `test_prompts.py` / `test_agent.py` pins re-cut in the same task (the phase-124 pattern: copy change + re-cut pins in one task).
+
+**D4 — the search-discipline sentence (task 03, LOCKED A4).** Appended to the `TOOLS_SECTION` tools paragraph **immediately after the grep sentence** (the conversation's placement), LOCKED verbatim:
+
+> `A summary or outline is a hint, never an inventory: before claiming the knowledge base lacks something, run `ls` with no `path` to list every source, and `grep` the artifact's part number or a filename token. `grep` folds accents — `besta` matches `BESTÅ` — but one pattern is one string: a name's split tokens (`frame`, `white`) and its part number (`AA-1272068`) need separate greps. A note saying a file is gitignored describes its repo status, not whether it is indexed as a source.`
+
+(Adapted from the conversation's proposed patch for the D3 fold — the conversation's original sentence assumed a non-folding grep; the owner asked for "improve your search techniques and system prompt", which is the permission source for this copy change.) `PERSONA`, the LOW/`DEFLECT_MODE` body, and every other `TOOLS_SECTION` sentence stay byte-identical. The mock LLM is unaffected (it keys on markers, not on the sentence).
+
+**D5 — verification (task 04).** A new dedicated Playwright suite `tests/e2e/test_search_recall_small_sources.py` (run in isolation; the phase-119 local-directory-source fixture pattern) with a synthetic replica of the live miss: source `ikea_instructions` (ONE doc, `besta-frame-white__AA-1272068-11-100.md`, body containing the name **only** in accented form — no ASCII "besta") + 2–3 distractor docs in other sources whose bodies contain ASCII "besta" (the phase-docs stand-in). The **pre-fix evidence is measured and recorded** in the task file: with the task-01 fold temporarily reverted (git stash), the ACCENTED question "How do I build the BESTÅ?" must lose the accented doc from the suggested top-5 (record the measured ranks); restore the fix. Gated assertions: (1) the accented question's `done`-frame `suggestions` include the `ikea_instructions` doc (the D1 question-side fold); (2) the ASCII question "How do I build a Besta?" includes it too (the phase-119 path regression); (3) the stored `kb_overview` row (read through the fixture session) ends with the `Sources: …` tail naming **every** fixture source with exact counts — the 1-doc source visible (D2); (4) the out-of-KB question's gate verdict is unchanged (D1–D3 must not move the A8 gate). `tests/fixtures/retrieval_battery.txt` (the tracked phase-119 battery) gains `How do I build a Besta?` with its gate comment: on the 1,000-doc live replica (the `restore-test-db` skill; the dump is a local gitignored artifact — if missing, STOP and ask the owner, never fabricate numbers) the battery runs when the replica's `documents` table contains an `ikea_instructions`-class source (check `SELECT DISTINCT source FROM documents`) and the suggested top-5 must include `ikea_instructions/besta-frame-white__AA-1272068-11-100.pdf`; if the replica lacks it (the snapshot may predate the import), the five existing phase-119 questions still run (their gate must NOT move — the name-hit change is behavior-preserving for them) and the Besta question is recorded as **skipped loudly (source absent in the replica snapshot)** — the phase-140 "skipped loudly" precedent. The under-rank hypothesis (D1-failure #4) is thus either pinned green or handed to the owner with measured ranks — never assumed.
+
+**Invariants (all tasks).** The A8 honesty gate, the FTS `tsvector` pipeline, the cosine path, every SSE frame shape, the LOW prompt, `PERSONA`, the `NO_MATCHES_REGEX`/`_SCOPED` teaching lines, the mock-LLM markers, and the `build_overview_prompt` / `OVERVIEW_INSTRUCTION` inputs are byte-identical. `PLAN.md` untouched (Protocol B — A5).
+
+## Tasks
+1. `01_accent_fold_name_norms.md` — the shared `_fold` helper + the `_normalize_name` fold (D1).
+2. `02_kb_overview_source_inventory.md` — the deterministic `Sources: …` tail (D2).
+3. `03_grep_folding_search_discipline.md` — the folded `grep_document` + the three copy updates + the D4 sentence + the re-cut pins (D3+D4).
+4. `04_e2e_battery_pins.md` — the dedicated E2E, the pre-fix evidence, the battery question + replica run, the final gates (D5).
+
+## Testing & Quality
+- Unit: `tests/unit/test_retriever.py` (D1: the bridge both ways, the fold cases, the A2 non-regression set), `tests/unit/test_overview.py` (D2: the tail format/order/counts, the 1-doc survival, the zero-doc + LLM-failure paths, the byte-identical `build_overview_prompt`), `tests/unit/test_agent.py` (D3: `grep_document` fold both sides, the scoped + unscoped paths, the copy pins), `tests/unit/test_prompts.py` + `tests/unit/test_prompt_lock.py` (D3+D4: the re-cut pins; the LOW + `PERSONA` byte-identity).
+- E2E: `tests/e2e/test_search_recall_small_sources.py`, **in isolation** (`uv run pytest tests/e2e/test_search_recall_small_sources.py -v --no-cov`); the phase-119/117/31 regression suites green (the re-cut pins included).
+- Battery (task 04): per D5 — the replica run recorded in the task file; the five phase-119 questions' gate unchanged.
+- Coverage: **>90%** on `app/`; `uv run ruff check . && uv run pyright` clean.
+
+## Completion Criteria
+- [ ] `grep "besta"` (unit + the E2E fixture's content layer) matches an accented `BESTÅ` content line, and the accented question "How do I build the BESTÅ?" name-matches the ASCII filename's stem sub-components — the fold is one function, both sides, measured (the pre-fix ranks recorded in `04_…md`).
+- [ ] The stored `kb_overview` row ends with the deterministic `Sources: …` line naming every source with exact counts; a 1-doc source is visible; the zero-doc and LLM-failure paths are byte-identical to the pre-phase behavior.
+- [ ] The `TOOLS_SECTION` carries the folded grep contract + the LOCKED D4 sentence (all other pins byte-identical; the re-cut pins green).
+- [ ] `tests/e2e/test_search_recall_small_sources.py` green in isolation; the battery question is recorded per D5; `uv run pytest` green; coverage >90%; `uv run ruff check . && uv run pyright` clean.
+- [ ] `README.md` + `AGENTS.md` reviewed in full in the final pass (the grep contract line in `AGENTS.md`'s §6 quick reference and `PLAN.md` §6's tool table mention "case-insensitive fixed substring" — the final pass updates `AGENTS.md`'s tool description to "case- and accent-insensitive"; `PLAN.md` stays untouched per A5, folded at the next redo).
+- [ ] One `--no-gpg-sign` commit; the phase dir moves to `complete/` by the pipeline gate.
+
+## Locked decisions
+- **A1 — the fold**: NFKD normalize + combining-class strip (stdlib `unicodedata`) applied inside `_normalize_name` — the single normalization both sides of name matching use; the A2 match classes, ranking, caps, flags, the phase-119 bonus, and the FTS/cosine/A8 pipeline are untouched (owner-confirmed 2026-10-07, from the conversation's post-mortem).
+- **A2 — the overview tail**: `Sources: <name> (<k> doc|docs), …` appended server-side to the stored outline at generation time (happy path only); deterministic, non-LLM, catalog order; `build_overview_prompt` / `OVERVIEW_INSTRUCTION` / `load_kb_overview` / `build_kb_section` byte-identical; the zero-doc and `LLMError` paths untouched (owner-confirmed 2026-10-07).
+- **A3 — the grep fold**: `grep_document` compares the `_fold`+lowercase of the pattern against the `_fold`+lowercase of each line — the SAME `_fold` as A1 (imported); still a fixed substring (phase-68 lock), still a locator, regex teaching byte-identical (owner-confirmed 2026-10-07 — the conversation's "optional grep-side accent folding", accepted).
+- **A4 — the D4 sentence** is appended to the `TOOLS_SECTION` tools paragraph immediately after the grep sentence, verbatim as written in D4; `PERSONA` + LOW body + the other `TOOLS_SECTION` sentences byte-identical (owner-confirmed 2026-10-07 — the owner asked for the system-prompt improvement in the conversation).
+- **A5 — PLAN.md untouched (Protocol B)**: the grep-contract extension (A3) and the prompt sentence (A4) are recorded here (owner-confirmed) and folded into the anchor table at the next redo (the phase-119 A6 precedent).
+- **A6 — the steering-note follow-up is an owner runtime action, not code**: the conversation's proposed tuning rule ("IKEA's BESTÅ assembly PDF is a live source — search it as BESTÅ or AA-1272068, not besta") is a `steering_notes` row the owner adds via the Tuning tab after this phase ships; the phase records it here and does not touch `steering_notes` data.
+
+## Commit
+```bash
+git add app/ tests/ .agents/phases/ && git commit --no-gpg-sign -m "fix(rag): accent-fold name hits and grep (BESTÅ <-> besta), a deterministic source inventory in the KB overview, and search-discipline prompt teaching"
+```

.agents/phases/complete/162_search_recall_small_sources/01_accent_fold_name_norms.md

@@ -0,0 +1,28 @@
+# Task 01 — The accent-folded name normalization (phase-162 D1, LOCKED A1)
+
+**Phase:** `162_search_recall_small_sources` · **Source:** phase overview D1 — the 2026-10-07 live finding: `grep "besta"` never hit the IKEA PDF (its text layer carries only `BESTÅ`, U+00C5), and the symmetric name-hit gap: the question token `BESTÅ` normalizes (lower + alnum-only) to `best`, never `besta`, so an accented question cannot name-match the ASCII filename `besta-frame-white__AA-1272068-11-100` (whose stem sub-components include `besta` under phase-119 LOCKED A2).
+**Story:** n/a
+
+## Objective
+`_normalize_name` in `app/rag/retriever.py` folds accents (NFKD + combining-class strip, stdlib `unicodedata`) before the existing alnum scan, so both sides of name matching bridge `BESTÅ` ↔ `besta` — with the A2 mechanism (match classes, ranking, caps, flags, bonus) and the FTS/cosine/A8 pipeline byte-identical.
+
+## Work
+1. `app/rag/retriever.py` — new module-level `_fold(s: str) -> str`: `unicodedata.normalize("NFKD", s)` with every char whose `unicodedata.combining(c)` is non-zero dropped (stdlib only — no new dependency). Docstring: the shared accent fold (phase 162) — NFKD decomposition, combining marks dropped; `Å/å → a`, `ß → ss`, `fi → fi`, `ç → c`; characters with no decomposition (CJK, `①`) survive the fold and still drop out under the caller's alnum scan (behavior unchanged for them).
+2. `app/rag/retriever.py` — `_normalize_name`: `"".join(_ALNUM_RE.findall(_fold(s.lower())))` (was: `…findall(s.lower())`). Docstring update: the folded form (`Qwen 3.8` → `qwen38` unchanged; `BESTÅ` → `besta` new) — this is the **single** normalization both sides pass through (the `name_hit_tokens` question tokens and the `_name_parts` path parts / stem / stem sub-components), so the one change bridges both directions.
+3. `app/rag/retriever.py` — `name_hit_tokens` / `_name_parts` / `_name_token_matches`: **no code change** (they consume `_normalize_name`); their docstrings gain one clause each: candidates/parts are accent-folded (phase 162) — `besta` matches `BESTÅ`-class names both ways.
+4. `app/rag/retriever.py` — module docstring: the normalization paragraph now states the fold (the 2026-10-07 gap: the ASCII filename vs the accented content layer).
+5. `tests/unit/test_retriever.py` — the fold, on the file's existing fixture pattern:
+   - **question side**: the accented question "How do I build the BESTÅ?" produces a `besta` token (was `best` pre-phase — pin the exact token list); `Ä`/`Ö`/`Ü`/`ß`/`fi`/`ç` fold cases (`straße`-class → `strasse`-class, ligature `fine` → `fine`);
+   - **path side**: `_name_parts` on `besta-frame-white__AA-1272068-11-100` yields `besta` in the equal set (the phase-119 case, unchanged) AND on the accented filename `BÅsta.md` yields `basta` — the ASCII question `basta` name-matches it;
+   - **the bridge, end to end**: `_name_hit_chunks`-class assertion — an accented-question token hits the ASCII-stem doc AND an ASCII token hits the accented-stem doc;
+   - **A2 non-regression (all existing behavior, re-pinned after the change)**: digitless precision (the `deploy`-titled `Deployments/` doc does NOT hit for `deploy`), digit-bearing prefix (`qwen38` → `qwen3.8-27b-…`, and the mid-word non-match), the versioned join (`Qwen 3.8` → `qwen38`), min-length on the **folded** form, ranking (matched-token count, catalog order), `NAME_HIT_LIMIT`, `name_hit=True`/`False` convention;
+   - **no-decomposition characters**: a CJK / `①` token still drops out (the alnum scan behavior for non-folding chars is unchanged);
+   - the FTS/`retrieve()`/gate rows are untouched (the existing `test_retriever.py` / `test_retriever_recency.py` suite stays green without modification).
+
+## Testing & Quality
+- Unit: the cases above; coverage **>90%** on `app/`.
+
+## Completion Criteria
+- [ ] `BESTÅ` (question) → `besta` token → name-hits the ASCII filename's sub-components, and `besta` (question) → name-hits the accented filename `BÅsta.md` — one function, both directions.
+- [ ] Every phase-119 A2 case (precision, prefix, join, ranking, cap, flag) passes UNCHANGED after the fold; the FTS/gate suites are untouched.
+- [ ] `uv run pytest tests/unit/test_retriever.py tests/unit/test_retriever_recency.py -v` green; full suite green; `uv run ruff check . && uv run pyright` clean.

.agents/phases/complete/162_search_recall_small_sources/02_kb_overview_source_inventory.md

@@ -0,0 +1,29 @@
+# Task 02 — The deterministic source inventory in the KB overview (phase-162 D2, LOCKED A2)
+
+**Phase:** `162_search_recall_small_sources` · **Source:** phase overview D2 — the 2026-10-07 live finding: the `lite`-generated `<knowledge_base>` outline listed 3 groups of a 14-source index; the 1-doc sources `ikea_instructions` and `players_handbook` were invisible, so source-level questions ("You have ikea_instructions in your RAG" — the owner's push-back) could not be surfaced by the outline at all.
+**Story:** n/a
+
+## Objective
+`regenerate_overview` in `app/rag/overview.py` appends one **deterministic, non-LLM** line to the stored outline — `Sources: <name> (<k> doc|docs), …` — so no source can be invisible to `<knowledge_base>`; the model input, the load/inject path, and the zero-doc / LLM-failure paths are byte-identical.
+
+## Work
+1. `app/rag/overview.py` — a new pure helper `_source_inventory(rows: Sequence[tuple[str, str, str, str | None]]) -> str` next to `_first_summary_line`: one entry per **distinct** source, in catalog order (first occurrence in the `source, path`-ordered rows), each `<name> (<k> doc|docs)` — singular `doc` at k=1, `docs` otherwise — joined with `, ` behind the prefix `Sources: `. (The `rows` shape is the existing `(source, path, title, summary)` projection `regenerate_overview` already reads — no new query.) Docstring: the phase-162 deterministic inventory (LOCKED A2) — mechanical, non-LLM; the `lite` outline stays the model's job.
+2. `app/rag/overview.py` — `regenerate_overview` **happy path only**: after the model text is obtained and before the upsert, the stored content = the model text (trailing newlines rstripped) + `"\n"` + the inventory line. The upsert, the `overview: regenerated docs=… chars=…` log (chars = the FULL stored content, tail included), the `True` return, and the change-gating contract are otherwise unchanged.
+3. `app/rag/overview.py` — the **zero-doc early return** (`False`, row untouched) and the **`LLMError` path** (logged, `False`, previous row intact) are UNCHANGED — the previous row keeps its earlier tail, it is part of the stored content; an old outline is better than none. `build_overview_prompt`, `OVERVIEW_INSTRUCTION`, `SYSTEM_PROMPT`, `load_kb_overview`, and `app/rag/prompts.py::build_kb_section` are **untouched** (the model never sees the tail; the existing longest-prefix cap applies to the whole stored text — at the default `BOR_KB_OVERVIEW_MAX_CHARS` (4000) the ~1500-char outline + the one-line tail always fit; a smaller owner-set cap cuts the tail first — accepted, recorded in the docstring).
+4. `app/rag/overview.py` — module docstring: a paragraph on the inventory line (phase 162 — the 2026-10-07 finding: the `lite` outline is lossy; small sources must be visible without a model call; the line is deterministic so the mock/real model outputs never affect it).
+5. `tests/unit/test_overview.py` — the helper + the paths (the file's existing duck-typed-`OverviewLLM` fake pattern):
+   - the format: `Sources: a (1 doc), b (2 docs), c (3 docs)` — exact, incl. singular/plural and the catalog order;
+   - the **1-doc survival** (the `ikea_instructions` case): a 1-doc source among many appears with `(1 doc)`;
+   - the happy path: the stored row = model text + newline + the tail (exact content pin on the fake LLM's fixed output);
+   - zero-doc: `False`, the existing row (a pre-phase row, tail-less) byte-identical;
+   - `LLMError`: `False`, the **previous** row byte-identical — INCLUDING a row that already carried a tail (the tail is content, preserved on failure);
+   - `build_overview_prompt` byte-identical to the pre-phase output for the same rows (the model input never gains the tail);
+   - the regenerated log line carries the full stored-content char count.
+
+## Testing & Quality
+- Unit: the cases above; coverage **>90%** on `app/`.
+
+## Completion Criteria
+- [ ] A regenerated `kb_overview` row ends with `Sources: …` naming every source with exact counts (a 1-doc source visible); the model input is byte-identical to the pre-phase prompt.
+- [ ] The zero-doc and `LLMError` paths leave the row byte-identical (an existing tail preserved on failure); the char log is exact.
+- [ ] `uv run pytest tests/unit/test_overview.py -v` green; full suite green; `uv run ruff check . && uv run pyright` clean.

.agents/phases/complete/162_search_recall_small_sources/03_grep_folding_search_discipline.md

@@ -0,0 +1,27 @@
+# Task 03 — The accent-folding grep + the search-discipline prompt teaching (phase-162 D3+D4, LOCKED A3+A4)
+
+**Phase:** `162_search_recall_small_sources` · **Source:** phase overview D3+D4 — the 2026-10-07 live finding: `grep "besta"` never hit the PDF whose text layer carries only `BESTÅ` ("the tool is documented as 'a plain substring' and silently missing Å is the nastiest of the four"), and the owner's ask: "Let's try to improve your search techniques and system prompt."
+**Story:** n/a
+
+## Objective
+`grep_document` folds accents on **both** pattern and content (the SAME `_fold` as task 01, imported — grep and the name-hit path can never drift); the contract copy in all three places states the folded contract; the LOCKED D4 search-discipline sentence joins the `TOOLS_SECTION` tools paragraph; the phase-117 pins re-cut in this task.
+
+## Work
+1. `app/rag/agent.py` — `grep_document(content, pattern)`: the comparison is `_fold(pattern.lower()) in _fold(line.lower())` per (rstripped) line — importing `_fold` from `app.rag.retriever` (the module already imports `TRUNCATION_MARKER` from there). Everything else UNCHANGED: the rstrip, the `lineno` numbering, the 20-match cap, the 200-char line truncation, the scoped/unscoped call sites (`all_documents` / the one-doc path at the existing call site), the locator semantics (no context add — `holder.read_docs` untouched). Docstring update: case- AND accent-insensitive fixed substring (phase 162, LOCKED A3) — the fold changes the alphabet it ignores, not the matching semantics; still NEVER a regex.
+2. `app/rag/agent.py` — the module docstring grep paragraph (the "case-insensitive fixed substring" sentence): "case- and accent-insensitive fixed substring (accents fold — `besta` matches `BESTÅ`)".
+3. `app/rag/agent.py` — `AGENT_TOOLS` the grep function description: "(case-insensitive)" → "(case- and accent-insensitive — accents fold: `besta` matches `BESTÅ`)", and the `pattern` parameter description gains the same clause (the "plain substring, NEVER a regex" teaching unchanged). The `NO_MATCHES_REGEX` / `NO_MATCHES_REGEX_SCOPED` teaching lines and `looks_like_regex` / `plain_form` are **byte-identical** (the plain-substring claim they teach is still true).
+4. `app/rag/prompts.py` — `TOOLS_SECTION`, the grep sentence: "locates an exact string (case-insensitive)" → "locates an exact string (case- and accent-insensitive — accents fold: `besta` matches `BESTÅ`)" (the sentence's remainder, incl. the plain-substring + retry teaching, unchanged).
+5. `app/rag/prompts.py` — `TOOLS_SECTION`: the LOCKED D4 sentence (verbatim from the overview) appended to the tools paragraph **immediately after the grep sentence**, i.e. after the `…retry with the plain text you expect to see.` clause:
+   `A summary or outline is a hint, never an inventory: before claiming the knowledge base lacks something, run `ls` with no `path` to list every source, and `grep` the artifact's part number or a filename token. `grep` folds accents — `besta` matches `BESTÅ` — but one pattern is one string: a name's split tokens (`frame`, `white`) and its part number (`AA-1272068`) need separate greps. A note saying a file is gitignored describes its repo status, not whether it is indexed as a source.`
+   `PERSONA`, the LOW/`DEFLECT_MODE` body, the `<documents>` blocks, and every other `TOOLS_SECTION` sentence are byte-identical. (The E2E mock is unaffected — it keys on markers, not on the sentence.)
+6. Pins re-cut, **in this task** (the phase-124 pattern): `tests/unit/test_prompt_lock.py` (the `TOOLS_SECTION` pin + its derived cross-pins), `tests/unit/test_prompts.py` (the grounded-prompt pins that embed the grep sentence), `tests/unit/test_agent.py` (the `AGENT_TOOLS` description pin, if present — grep the file for the old description text; the `NO_MATCHES_REGEX` pins stay green unmodified).
+7. `tests/unit/test_agent.py` — `grep_document` fold coverage (the existing case-insensitive test's pattern): `grep_document("The BESTÅ frame (AA-1272068-11-100)", "besta")` hits; `grep_document("…BÅsta…", "basta")` hits; `grep_document("café", "cafe")` hits; the pattern's own accent folds too — `grep_document("The besta frame", "BESTÅ")` ALSO hits (the pattern `BESTÅ` folds to `besta`); a genuinely non-matching folded pattern still returns no lines (`grep_document("The besta frame", "bestb")` → `[]`); line numbers / rstrip / cap / truncation unchanged (existing tests stay green unmodified).
+
+## Testing & Quality
+- Unit: the cases above; coverage **>90%** on `app/`.
+
+## Completion Criteria
+- [ ] `grep_document` matches accented ↔ ASCII both ways through the imported `_fold` (no second copy of the fold); the regex teaching lines are byte-identical.
+- [ ] The three copy sites (module docstring, `AGENT_TOOLS`, `TOOLS_SECTION`) state the folded contract; the D4 sentence sits immediately after the grep sentence, LOCKED verbatim.
+- [ ] The re-cut `test_prompt_lock.py` / `test_prompts.py` / `test_agent.py` pins green; the LOW + `PERSONA` byte-identity pins green unmodified.
+- [ ] `uv run pytest tests/unit/test_agent.py tests/unit/test_prompt_lock.py tests/unit/test_prompts.py -v` green; full suite green; `uv run ruff check . && uv run pyright` clean.

.agents/phases/complete/162_search_recall_small_sources/04_e2e_battery_pins.md

@@ -0,0 +1,31 @@
+# Task 04 — The dedicated E2E, the measured pre-fix evidence, and the battery pin (phase-162 D5)
+
+**Phase:** `162_search_recall_small_sources` · **Source:** phase overview D5 — the 2026-10-07 finding must turn from anecdote into a regression test: the accented question "How do I build the BESTÅ?" surfaces the accented-content doc whose ASCII filename carries the name's sub-components, over ASCII "besta"-mentioning distractors; the 1-doc source is visible in the stored overview; the A8 gate and the five phase-119 battery questions do not move.
+**Story:** n/a
+
+## Objective
+`tests/e2e/test_search_recall_small_sources.py` (run in isolation) gates the fold end-to-end on a synthetic replica of the live miss; the pre-fix ranks are **measured and recorded** in this file (the under-rank hypothesis is pinned green or handed to the owner with evidence — never assumed); `tests/fixtures/retrieval_battery.txt` gains the Besta question per D5; the final gates run.
+
+## Work
+1. `tests/e2e/test_search_recall_small_sources.py` — new dedicated suite, **run in isolation** (`uv run pytest tests/e2e/test_search_recall_small_sources.py -v --no-cov`), on the phase-119 local-directory-source fixture pattern (fixture module truncates/re-imports; the deterministic mock LLM by default). Fixture KB — a synthetic replica of the live miss:
+   - source **`ikea_instructions`** (ONE doc): `besta-frame-white__AA-1272068-11-100.md` — body carrying the product name **only in accented form** (e.g. "The BESTÅ frame (AA-1272068-11-100)… cam bolt 130618 … wall bracket 141413 … leveling foot …") — **no ASCII "besta" anywhere in the body** (the live PDF's exact situation);
+   - 2–3 **distractor docs** in other sources whose bodies contain ASCII "besta" (the phase-docs stand-in — e.g. `brain-of-reese/.agents/phases/complete/140_pictorial_pdf_pages/00_phase.md`-shaped text: "the besta fixture drove the pictorial phases"). Tune the distractor count/bodies so the pre-phase accented question loses the `ikea_instructions` doc from the suggested top-5 (step 2 measures this — if it does NOT lose it, add distractors until it does, and record the final fixture shape here).
+   Assertions (mock LLM; the `done`-frame `suggestions` list is the observable tier — the phase-119 done-frame shape):
+   - **(1) the accented question** `POST /api/chat` "How do I build the BESTÅ?" → the `done` frame's `suggestions` include `ikea_instructions/besta-frame-white__AA-1272068-11-100.md` (the D1 question-side fold — `BESTÅ` → `besta` → the stem sub-component name-hit);
+   - **(2) the ASCII regression** "How do I build a Besta?" → the same doc in `suggestions` (the phase-119 path, unchanged by the fold);
+   - **(3) the overview tail** — after the fixture import (the mock's `KB_OVERVIEW_MODE` regeneration ran), the stored `kb_overview` row (read through the fixture's DB session, the phase-119 pattern) ends with `Sources: …` naming **every** fixture source with exact counts — the 1-doc `ikea_instructions` source visible (the D2 gate);
+   - **(4) the gate sanity** — an out-of-KB question (e.g. "What is the capital of Mongolia?") returns the deflected terminal (the D1–D3 changes must not move the A8 gate verdict; the mock's cosine behavior makes this deterministic — follow the phase-119 deflection-sanity assertion).
+2. **The pre-fix evidence — measured, recorded in THIS file (before the final gates):** `git stash` the task-01 `_normalize_name` change (tasks 02–03 changes may stay — they do not affect the name-hit path), run assertion (1) against the fixture, record the measured suggested top-5 ranks for the accented question (the `ikea_instructions` doc's rank or its absence), `git stash pop`. The recorded block must show the doc OUT of the suggested top-5 pre-fix (if the fixture as built does not show that, go back to step 1's tuning and re-measure — the recorded block is the evidence the fold fixes a real miss, not a no-op).
+3. `tests/fixtures/retrieval_battery.txt` — append `How do I build a Besta?` with a gate comment (the file's existing comment style): on the 1,000-doc live replica (the `restore-test-db` skill — the dump is a local gitignored artifact; **if missing, STOP and ask the owner, never fabricate numbers**) the battery runs when `SELECT DISTINCT source FROM documents` shows an `ikea_instructions`-class source, and the printed `suggested:` top-5 must include `ikea_instructions/besta-frame-white__AA-1272068-11-100.pdf`; if the replica lacks that source (the snapshot may predate the import), the five EXISTING phase-119 questions still run — their recorded gate (the canonical docs' ranks, the qwen3.8 regression, the deflection sanity `HIGH, fts_hits=5`) must be **unchanged** by this phase — and the Besta question is recorded in the task file as **skipped loudly (source absent in the replica snapshot)** — the phase-140 "skipped loudly" precedent. The under-rank hypothesis (the overview's failure #4) is thus either pinned green or handed to the owner with the measured ranks.
+4. Regression + final gates: the phase-119 (`test_name_signal_read_chips.py`), phase-117, and phase-31-era regression suites green; `uv run pytest` (full suite) green; `uv run pytest --cov=app --cov-report=term-missing` coverage **>90%** on `app/`; `uv run ruff check . && uv run pyright` clean.
+
+## Testing & Quality
+- E2E: the dedicated suite in isolation (per AGENTS.md rule 4 — one file per phase, run in isolation); unit pins from tasks 01–03 already in place.
+- Battery: per step 3, recorded in this file.
+- Coverage: **>90%** on `app/`; lint + types clean.
+
+## Completion Criteria
+- [ ] The recorded pre-fix block in this file shows the accented question losing the `ikea_instructions` doc from the suggested top-5; the post-fix E2E (assertions 1–4) is green in isolation.
+- [ ] The battery question is recorded per step 3 (pinned green, or skipped loudly with the five phase-119 questions' gate verified unchanged).
+- [ ] `uv run pytest` green; coverage >90%; `uv run ruff check . && uv run pyright` clean.
+- [ ] The owner follow-up (A6) is noted in the final pass's summary for the owner (the steering-note "rule 13" is a runtime Tuning-tab action, not code).

.agents/reports/162_search_recall_small_sources/162_search_recall_small_sources__00_phase.a1.md

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+**Phase 162 — final verification pass (all tasks already complete; verified + docs pass)**
+
+- Verified: `_fold` (NFKD+casefold, stdlib) inside `_normalize_name` — `BESTÅ`→`besta` question side, `BÅsta.md`→`basta` path side; A2 match classes/ranking/caps/bonus untouched; FTS/cosine/A8 untouched.
+- Verified: `grep_document` folds both sides via the imported `_fold` (no second copy); regex-teaching lines byte-identical; 3 copy sites updated.
+- Verified: `regenerate_overview` appends the deterministic `Sources: <name> (<k> doc|docs)` tail (happy path only; zero-doc + `LLMError` rows byte-identical; `build_overview_prompt`/`load_kb_overview`/`build_kb_section` untouched).
+- Verified: `TOOLS_SECTION` grep sentence updated + D4 search-discipline sentence present **verbatim**, immediately after the grep sentence; `PERSONA`/LOW pins byte-identical (`test_prompt_lock.py`).
+- Measured evidence (in `.agents/reports/162_…/task04_prefix_evidence_and_battery.md` + re-measured every run by `test_under_rank_is_measured_not_assumed`): pre-fix tokens `['build','best']` → IKEA doc rank 6 (outside top-5); post-fix `['build','besta']` → suggested #1, cosine unchanged 0.382.
+- `uv run pytest tests/e2e/test_search_recall_small_sources.py -v --no-cov` → **7 passed** (isolated); neighbours `test_kb_overview{,_freshness} test_name_signal_read_chips test_grep_regex_teaching test_harness_aligned_tools test_agent_document_tools test_tool_call_compact` → **24 passed**.
+- `uv run pytest --cov=app --cov-report=term-missing` → **3756 passed**, app coverage **99%** (>90%).
+- `uv run ruff check .` → All checks passed; `uv run pyright` → **0 errors**.
+- Completion criteria: fold both ways ✅ · `Sources:` tail ✅ · TOOLS_SECTION + D4 verbatim + re-cut pins ✅ · E2E green/battery recorded/full suite/coverage/lint ✅ · docs pass ✅ · commit + dir move = harness.
+- Battery: 5 phase-119 questions byte-identical to the phase-119 record (GATE PASS); the 2 Besta questions **skipped loudly** — verified the 2026-09-05 replica dump has zero `ikea` matches (`grep -c -i ikea data/bor_live_kb_replica.dump.sql` = 0); rank gate stays with the owner's live KB.
+- Docs fixed: README — overview-tail doc + `BOR_KB_OVERVIEW_MAX_CHARS` tail-cut constraint, the phase-162 search-discipline paragraph, per-phase (not per-story) E2E wording, new "Retrieval regression battery" section; AGENTS.md — rule 4 per-phase wording + battery command in Quick reference. (The overview's expected "AGENTS.md §6 tool table" does not exist in this repo — the grep contract line lives in README's tool table, already updated.)
+- Deviations (recorded, not assumed): `_fold` adds `casefold` (required for the pinned `ß → ss`); `①` NFKD-decomposes to `1` (the overview's parenthetical was wrong) and is excluded by `NAME_TOKEN_MIN_LEN`; pre-fix evidence lives in the reports dir because task files are read-only for this pass.
+- Owner follow-up A6 (runtime, not code): add the Tuning-tab steering note "IKEA's BESTÅ assembly PDF is a live source — search it as `BESTÅ` or `AA-1272068`".
+- Next pending phase: none — 162 is the only entry in `todo/` (harness moves it to `complete/`).

.agents/reports/162_search_recall_small_sources/162_search_recall_small_sources__00_phase.a1.md.status

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+............                                                             [100%]
+=============================== 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                    266      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/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                       68      0   100%
+app/models.py                    135      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              764      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                   470      0   100%
+--------------------------------------------------
+TOTAL                           5788     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/162_search_recall_small_sources/162_search_recall_small_sources__01_accent_fold_name_norms.a1.md

@@ -0,0 +1,13 @@
+All gates green. Final verification complete.
+
+**Report**
+
+- **Implemented (task 162/01, D1 / LOCKED A1):**
+  - `app/rag/retriever.py`: new module-level `_fold()` (stdlib NFKD + combining-class strip, shared with task 03's grep); `_normalize_name` = alnum scan of `_fold(s.lower())` — the single normalization both sides pass through; `name_hit_tokens`/`_name_parts`/`_name_token_matches` consumed it unchanged (docstring clauses only); module docstring normalization paragraph states the 2026-10-07 gap.
+  - `tests/unit/test_retriever.py`: +9 tests — `_fold` cases (Å/ÄÖÜ/ß/fi/ç, CJK, ①), `BESTÅ`→`besta` token pinned exactly (`["build", "besta"]`), `_name_parts` (`besta` in equal set unchanged; `BÅsta.md`→`basta`), end-to-end bridge both directions via `_name_hit_chunks`, min-length on the folded form, digitless-precision non-regression (`déploy` ≠ `Deployments`).
+- **Tests/lint/coverage:** `uv run pytest tests/unit/test_retriever.py tests/unit/test_retriever_recency.py -v` → 94 passed; full `uv run pytest` → **3747 passed**; `--cov=app` → 99% TOTAL, retriever 99% (3 pre-existing misses); `uv run ruff check .` + `uv run pyright` clean; phase-119 E2E `tests/e2e/test_name_signal_read_chips.py` → 4 passed (FTS/gate suites untouched).
+- **Docs:** README "How retrieval works" — lexical list now names the name-hit path + accent fold (phase 162). No AGENTS.md impact (its grep-contract line is task 03/final-pass scope).
+- **Decisions/deviations:**
+  1. NFKD alone leaves `ß` intact; the task-pinned `ß → ss` case requires `str.casefold()` — applied inside `_fold` (still stdlib-only, single shared function, A1 intent intact; documented).
+  2. `①` is compat-decomposable (NFKD → `1`), contrary to the task's "no decomposition" note: it still drops as a token (<4 chars); its only footprint is a prefix-class versioned-join artifact (`the1`) no path can match — pinned as real behavior and documented.
+- **Next pending task:** `162_search_recall_small_sources/02_kb_overview_source_inventory.md`.

.agents/reports/162_search_recall_small_sources/162_search_recall_small_sources__01_accent_fold_name_norms.a1.md.status

@@ -0,0 +1 @@
+ok

.agents/reports/162_search_recall_small_sources/162_search_recall_small_sources__01_accent_fold_name_norms.a1.validate

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+...                                                                      [100%]
+=============================== 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                    266      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/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                       68      0   100%
+app/models.py                    135      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              764      4    99%
+app/rag/llm.py                   246      1    99%
+app/rag/md_images.py              63      0   100%
+app/rag/overview.py               71      0   100%
+app/rag/pdf.py                   192      0   100%
+app/rag/prompts.py               155      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                   470      0   100%
+--------------------------------------------------
+TOTAL                           5780     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/162_search_recall_small_sources/162_search_recall_small_sources__02_kb_overview_source_inventory.a1.md

@@ -0,0 +1,17 @@
+All gates are green. Task 02 is complete.
+
+**Report — task 02 `02_kb_overview_source_inventory.md`**
+
+- **Implemented** (verified/completed in working tree — a prior interrupted run had left the code/tests uncommitted; I audited them against D2/A2, confirmed byte-identity of `build_overview_prompt`/`OVERVIEW_INSTRUCTION`/`load_kb_overview`/`build_kb_section`, and finished the doc work):
+  - `_source_inventory(rows)` in `app/rag/overview.py` — deterministic, non-LLM `Sources: <name> (<k> doc|docs), …`, distinct sources, catalog order, singular/plural.
+  - `regenerate_overview` happy path stores model text (rstripped `\n`) + `\n` + tail; log `chars=` = full stored content; zero-doc and `LLMError` paths untouched (previous row + tail preserved).
+  - Module + function docstrings record phase 162 / A2 / the `BOR_KB_OVERVIEW_MAX_CHARS` budget note.
+  - Unit tests in `tests/unit/test_overview.py`: format/order/counts, 1-doc survival (`ikea_instructions` case), exact happy-path stored content, tail-less zero-doc row preserved, `LLMError` preserves an existing tail, model input never gains the tail, exact char log; re-cut pins in `tests/integration/test_import_docs_overview.py`, `tests/e2e/test_kb_overview.py`, `tests/e2e/test_kb_overview_freshness.py`.
+- **Tests / lint / coverage** (DB container started — it was down):
+  - `uv run pytest tests/unit/test_overview.py -v` → 29 passed
+  - `uv run pytest --cov=app --cov-report=term-missing` → **3753 passed**, `app/` TOTAL **99%**, `app/rag/overview.py` **100%**
+  - `uv run pytest tests/e2e/test_kb_overview.py -v --no-cov` → 4 passed; `tests/e2e/test_kb_overview_freshness.py` → 3 passed
+  - `uv run ruff check .` → clean; `uv run pyright` → 0 errors
+- **Docs**: `README.md` — import section now documents the deterministic `Sources: …` tail (phase 162) and the failure-path preservation; `AGENTS.md` — no doc impact (the grep-contract line there is task 03/04's scope).
+- **Decisions**: inventory order via `sorted()` on source names = catalog order regardless of the recency-first row order the generator reads (proven by the scrambled-input test); no other e2e asserts exact overview-row content (checked).
+- **Next pending task**: `03_grep_folding_search_discipline.md`.

.agents/reports/162_search_recall_small_sources/162_search_recall_small_sources__02_kb_overview_source_inventory.a1.md.status

@@ -0,0 +1 @@
+ok

.agents/reports/162_search_recall_small_sources/162_search_recall_small_sources__02_kb_overview_source_inventory.a1.validate

@@ -0,0 +1,124 @@
+........................................................................ [  1%]
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+........................................................................ [ 99%]
+.........                                                                [100%]
+=============================== 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                    266      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/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                       68      0   100%
+app/models.py                    135      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              764      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               155      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                   470      0   100%
+--------------------------------------------------
+TOTAL                           5787     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/162_search_recall_small_sources/162_search_recall_small_sources__03_grep_folding_search_discipline.a1.md

@@ -0,0 +1,22 @@
+Task 03 complete. Report:
+
+**Implemented**
+- `app/rag/agent.py` — `grep_document` now folds **both** pattern and each line through the shared `_fold` imported from `app.rag.retriever` (one fold, no second copy; LOCKED A3): `_fold(pattern.lower()) in _fold(line.lower())`; rstrip/line-numbers/20-cap/200-char truncation/locator semantics untouched.
+- Copy updates (LOCKED A3): module-docstring grep paragraph, `AGENT_TOOLS` grep function description, and `pattern` parameter description now state "case- and accent-insensitive — accents fold: `besta` matches `BESTÅ`"; `NO_MATCHES_REGEX`/`_SCOPED` + `looks_like_regex`/`plain_form` byte-identical.
+- `app/rag/prompts.py` — `TOOLS_SECTION` grep sentence folded-contract re-worded; new `SEARCH_DISCIPLINE_RULE` constant (LOCKED A4 sentence, verbatim) inserted immediately after the grep sentence; `PERSONA`/LOW/other sentences byte-identical.
+- Pins re-cut (phase-124 pattern): `test_prompt_lock.py` (new sha `988642f9…`/len 3818, pre-phase-162 anchors, chained phase-162→145 diff-style pin, discipline-rule position pin, grep-contract pin), `test_prompts.py` (grep clause + D4 boundary pins), `test_agent.py` (`AGENT_TOOLS` + pattern-param description pins).
+- New fold tests in `test_agent.py`: accented↔ASCII both ways (`besta`→`BESTÅ`, `basta`→`BÅsta`, `cafe`→`café`, `BESTÅ` pattern→ASCII content, `strasse`→`Straße`), non-match still `[]`.
+- `README.md` — grep tool table row updated to the folded contract.
+
+**Tests / lint / coverage**
+- `uv run pytest tests/unit/test_agent.py tests/unit/test_prompt_lock.py tests/unit/test_prompts.py` → **292 passed**
+- `uv run pytest` (full suite) → **3756 passed**
+- Related E2E spot-checks: `test_grep_regex_teaching.py`, `test_tool_call_compact.py`, `test_kb_overview*.py`, `test_name_signal_read_chips.py` → **green** (11 passed in the last batch)
+- `uv run pytest --cov=app` → TOTAL **99%** (`agent.py` 99%, `prompts.py` 100%) — >90% gate met
+- `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors
+
+**Docs**: `README.md` grep-tool row updated (case- and accent-insensitive, fold example); `AGENTS.md` has no grep-contract line to change (the phase-162 final pass handles the §6 wording per the phase overview).
+
+**Decisions**: reworked the phase-145 "only byte change" pin into a chained phase-162→145 revert pin so both historical anchors stay enforced; `SEARCH_DISCIPLINE_RULE` added as a module constant mirroring the `ORIGIN_RULE` pattern. No deviations from LOCKED A3/A4.
+
+**Next pending task**: `162_search_recall_small_sources/04_e2e_battery_pins.md`

.agents/reports/162_search_recall_small_sources/162_search_recall_small_sources__03_grep_folding_search_discipline.a1.md.status

@@ -0,0 +1 @@
+ok

.agents/reports/162_search_recall_small_sources/162_search_recall_small_sources__03_grep_folding_search_discipline.a1.validate

@@ -0,0 +1,124 @@
+........................................................................ [  1%]
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+........................................................................ [ 93%]
+........................................................................ [ 95%]
+........................................................................ [ 97%]
+........................................................................ [ 99%]
+............                                                             [100%]
+=============================== 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                    266      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/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                       68      0   100%
+app/models.py                    135      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              764      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                   470      0   100%
+--------------------------------------------------
+TOTAL                           5788     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/162_search_recall_small_sources/162_search_recall_small_sources__04_e2e_battery_pins.a1.md

@@ -0,0 +1,18 @@
+**Phase 162 / task 04 — complete, all gates green.**
+
+**Added** `tests/e2e/test_search_recall_small_sources.py` (7 tests), fixture KB `tests/fixtures/recallkb/` (3 sources: `ikea_instructions` 1 doc with the name **only** as `BESTÅ`, `phase_docs` 4 + `players_handbook` 1 ASCII-`besta`/`build` distractors), the Besta pair + gate comment in `tests/fixtures/retrieval_battery.txt`, and evidence in `.agents/reports/162_search_recall_small_sources/task04_prefix_evidence_and_battery.md`.
+
+**Commands / outcomes**
+- `uv run pytest tests/e2e/test_search_recall_small_sources.py -v --no-cov` → **7 passed** (isolated, run twice incl. after the DB restore).
+- `uv run pytest tests/e2e/test_name_signal_read_chips.py tests/e2e/test_kb_overview.py -q --no-cov` → **8 passed**.
+- `uv run pytest --cov=app --cov-report=term-missing` → **exit 0, 3756 tests, app coverage 99%**.
+- `uv run ruff check .` → passed; `uv run pyright` → **0 errors**.
+- Replica restored per the `restore-test-db` skill (fingerprint verified docs=1000/chunks=8866/sources=deploy,homelab,homepage,ServMon,skills,vibe-bot, alembic 0011→0026), then `uv run python -m scripts.eval_retrieval --from-file tests/fixtures/retrieval_battery.txt` → **GATE PASS 1–5**: gitea README rank 4, forgejo 5/5 with README #1, gateway README rank 3, qwen3.8-27b quadlets #1/#2, Mongolia HIGH/fts_hits=5 — the five `suggested:` lists are **byte-identical** to the phase-119 record, and a re-run with the fold reverted is **byte-identical** to the post-fix run.
+
+**Pre-fix evidence (measured, both directions).** With `app/rag/retriever.py::_normalize_name` reverted by a one-line reversible edit, `How do I build the BESTÅ?` loses the doc: tokens `['build','best']` → no name hit, suggested 5 = the five ASCII distractors, IKEA doc **rank 6** — visible on the wire as its `done.related` entry and its absence from the folder-map echo (gate still HIGH, cosine 0.382, on the wrong docs). Shipped code: tokens `['build','besta']` → IKEA doc **suggested #1**, related = `phase_docs/156_history_source_filter.md`, cosine unchanged (0.382). The hypothesis is now re-measured on every run by `test_under_rank_is_measured_not_assumed`.
+
+**Decisions / deviations** (harness mechanics win): task/phase files untouched, so the evidence lives in the report file above; no `git stash` (reversible source revert instead, verified restored, `grep -c TEMP` = 0); `done.suggestions` is the deflection-chip contract and never carries paths, so the suggested tier is asserted via the durable `query_log.sources` record (suggested 5 + remainder), `done.related`, and the mock's folder-map echo; tuning re-worded two bodies to drop stopword density so the out-of-KB control deflects (cosine 0.3345 → 0.2083) — both token controls are pinned as assertions; the battery carries both `How do I build a Besta?` (task text) and `How do I build the BESTÅ?` (the live miss).
+
+**Skipped loudly:** the 2026-09-05 replica snapshot has no `ikea_instructions`-class source (`grep -c -i ikea` on the dump = 0), so the Besta rank gate stays with the owner's live KB; both questions still ran without a false grounding on a doc naming the product.
+
+**Docs:** no README/AGENTS change needed (task 04 is tests + fixtures + battery; user-visible behavior was documented by tasks 01–03). DB left as found (pre-restore backup restored); no other pending task for this phase — task 04's file is ready for the harness to move, and the phase commit is still owed.

.agents/reports/162_search_recall_small_sources/162_search_recall_small_sources__04_e2e_battery_pins.a1.md.status

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+ok

.agents/reports/162_search_recall_small_sources/162_search_recall_small_sources__04_e2e_battery_pins.a1.validate

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+............                                                             [100%]
+=============================== 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                    266      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/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                       68      0   100%
+app/models.py                    135      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              764      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                   470      0   100%
+--------------------------------------------------
+TOTAL                           5788     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/162_search_recall_small_sources/task04_prefix_evidence_and_battery.md

@@ -0,0 +1,174 @@
+# Task 04 record — pre-fix evidence + battery (phase 162, D5/D6)
+
+**Deviation note (mechanics):** the task file says "record the measured
+pre-fix ranks in THIS file" and to revert the fold with `git stash`, but
+the execution harness forbids editing phase/task files and forbids
+index/history-touching Git commands. Per the conflict rule the harness
+wins on mechanics and the intent is preserved: the evidence lives HERE,
+the fold was reverted by a one-line, reversible edit of
+`app/rag/retriever.py` (restored and byte-verified afterwards —
+`grep -c TEMP app/rag/retriever.py` = 0), and the summary goes in the
+task's final report. The permanent, non-throwaway form of the evidence is
+`tests/e2e/test_search_recall_small_sources.py::test_under_rank_is_measured_not_assumed`,
+which re-measures BOTH directions on every run.
+
+## 1. The fixture (tests/fixtures/recallkb — three local-directory sources)
+
+| source | docs | role |
+| --- | --- | --- |
+| `ikea_instructions` | **1** (`besta-frame-white__AA-1272068-11-100.md`) | the live miss: body names the product **only** as accented `BESTÅ` |
+| `phase_docs` | 4 (`140_pictorial_pdf_pages`, `148_pdf_text_backfill`, `152_seaweedfs_blob_ingest`, `156_history_source_filter`) | ASCII `besta` + `build` distractors |
+| `players_handbook` | 1 (`game_night_setup.md`) | ASCII `besta` + `build` distractor in a second small source |
+
+Final shape tuning (the task's "add distractors until it loses"): the
+initial 4-doc draft already lost the tier, but the deflection control
+failed (best cosine 0.3345 — the small source's `Assembly` section was
+dense in the stopword `the`, which the mock's tokenizer keeps). Two
+bodies were re-worded (`ikea_instructions` Assembly paragraph,
+`players_handbook/game_night_setup.md`) to drop stopword density: the
+out-of-KB cosine fell to **0.2083** (< 0.30 threshold → deflects) while
+the on-topic questions kept 0.38 / 0.44. Two token controls are pinned
+as assertions in `synced_kb`: (a) no ASCII `besta` and no `build` anywhere
+in the small source, (b) the accented name sits **past** the mock's
+24-token summary-digest window, so the ASCII-only digest never leaks a
+`best` lexeme the pre-phase FTS could have hit.
+
+## 2. Measured pre-fix evidence — the E2E fixture, both directions
+
+Lens: the app's REAL `retrieve()` + `select_suggested()` over the synced
+KB with the mock's embeddings. Gate: threshold 0.30, lexical-support
+floor 0.15 (the conftest mock calibration). Bonus 0.005, recency 0.0007,
+suggested 5 / related 2 (code defaults, `.env`-free like production).
+
+Question `How do I build the BESTÅ?`
+
+**PRE-FIX — the real revert** (`_normalize_name` →
+`"".join(_ALNUM_RE.findall(s.lower()))`, the exact task-01 before-state),
+`pytest tests/e2e/test_search_recall_small_sources.py` run against the
+fixture (full log: `/tmp/prefix_e2e_run.log`, `/tmp/prefix_wire_run.log`):
+
+```
+name tokens : ['build', 'best']                  → NO name hit
+suggested 5 : phase_docs/140_pictorial_pdf_pages.md
+              phase_docs/148_pdf_text_backfill.md
+              phase_docs/152_seaweedfs_blob_ingest.md
+              players_handbook/game_night_setup.md
+              phase_docs/156_history_source_filter.md
+related     : ikea_instructions/besta-frame-white__AA-1272068-11-100.md   ← RANK 6, the miss
+gate        : best cosine 0.382, fts_hits 8 → grounded (on the WRONG docs)
+done frame  : {'source': 'ikea_instructions',
+               'path': 'besta-frame-white__AA-1272068-11-100.md',
+               'title': 'Assembly Instructions'}   ← the rank-6+ "Nearby docs" slot
+folder echo : (folders: phase_docs/: 148_…, 152_…, 156_…; players_handbook/:)
+              → NO `ikea_instructions/` line at all: the small source never
+                reached the HIGH prompt
+```
+
+**POST-FIX (shipped code)** — same fixture, same measurement:
+
+```
+name tokens : ['build', 'besta']                 → name hit
+suggested 5 : ikea_instructions/besta-frame-white__AA-1272068-11-100.md  ← #1
+              phase_docs/140_pictorial_pdf_pages.md
+              phase_docs/148_pdf_text_backfill.md
+              phase_docs/152_seaweedfs_blob_ingest.md
+              players_handbook/game_night_setup.md
+related     : phase_docs/156_history_source_filter.md
+gate        : best cosine 0.382, fts_hits 9 (the fold adds the LEXICAL term;
+              cosine untouched — LOCKED A1)
+folder echo : … includes `ikea_instructions/:` (header alone — its only
+              document IS the suggested doc)
+```
+
+Mechanism (measured, and why the fix is the name signal and nothing
+else): every distractor matches the question's other FTS token `build`,
+so each fuses TWO RRF terms (vector + FTS ≈ 0.032) while the small source
+— no `build`, and `BESTÅ` lexes as `bestå`, which the ASCII-`best`
+tsquery cannot match — fuses ONE (≈ 0.016) and lands rank 6. The folded
+name hit is the only signal big enough to lift it: name hits LEAD the
+lexical list (`fuse` rank 1 = 1/61) plus the per-document
+`BOR_NAME_HIT_BONUS` (0.005). ASCII question `How do I build a Besta?`
+measures the SAME tier before and after (suggested #1, cosine 0.4404,
+related `phase_docs/156_history_source_filter.md`) — the phase-119 path
+is untouched.
+
+Under-rank hypothesis (D1 failure #4): **pinned green with measured
+ranks**, not assumed.
+
+## 3. The dedicated suite
+
+`uv run pytest tests/e2e/test_search_recall_small_sources.py -v --no-cov`
+→ **7 passed** (task-04 cases 1–4 plus the measurement test, the grep
+fold at the content layer, and the folder-line prompt witness).
+
+Interpretation note: the task text says the `done`-frame `suggestions`
+list is the observable tier. On the shipped wire `done.suggestions` is
+the DEFLECTION contract (2–3 title-derived "Maybe try" chips, `[]` on
+grounded turns — `app/api/chat.py`, phase 04) and never carries document
+paths. The faithful observables of the SUGGESTED tier are (a) the durable
+`query_log.sources` record = suggested 5 then the rank-6+ remainder
+(phase 118 A3) and (b) `done.related` = the rank-6+ tier. The suite
+asserts both (plus `done.sources == []` — read-docs-only, phase 119
+LOCKED A1 — and the mock's folder-map echo for the prompt-level witness).
+
+Neighbour suites re-run (the retriever + overview were touched by this
+phase): `uv run pytest tests/e2e/test_name_signal_read_chips.py
+tests/e2e/test_kb_overview.py -q --no-cov` → **8 passed**.
+
+## 4. Battery — `tests/fixtures/retrieval_battery.txt`
+
+The file gains the Besta pair (`How do I build a Besta?` — the task's
+line — and `How do I build the BESTÅ?`, the live miss itself) with the
+gate comment. The five phase-119 questions keep positions 1–5.
+
+Preconditions (the `restore-test-db` skill, run in-container): safety
+backup → `DROP SCHEMA public CASCADE` → single-transaction load of
+`data/bor_live_kb_replica.dump.sql` → **fingerprint verified:
+docs=1000, chunks=8866,
+sources=deploy,homelab,homepage,ServMon,skills,vibe-bot, alembic=0011**
+→ `uv run alembic upgrade head` (0011 → **0026**) → docs=1000 re-verified.
+
+`uv run python -m scripts.eval_retrieval --from-file tests/fixtures/retrieval_battery.txt`
+(full output `/tmp/battery_postfix.log`, pre-fix comparison
+`/tmp/battery_prefix.log`):
+
+| # | question | verdict |
+| --- | --- | --- |
+| 1 | How do I deploy gitea? | HIGH, `fts_hits=38`; suggested top-5 **byte-identical** to the phase-119 record — `gitea/README.md` **rank 4** ✓ |
+| 2 | How do I deploy forgejo? | HIGH, `fts_hits=37`; forgejo tree 5/5, `forgejo/README.md` **#1** ✓ |
+| 3 | How do I set up the gateway? | HIGH, `fts_hits=37`; `gateway/README.md` **rank 3** ✓ |
+| 4 | Do you have notes on the qwen 3.8 27b model? | HIGH, `fts_hits=31`; both `qwen3.8-27b-*` quadlets at #1/#2 ✓ (the digit-prefix regression holds) |
+| 5 | What is the capital of Mongolia? | **HIGH, `fts_hits=5`** — unchanged ✓ |
+| 6 | How do I build a Besta? | **SKIPPED LOUDLY — source absent in the replica snapshot** |
+| 7 | How do I build the BESTÅ? | **SKIPPED LOUDLY — source absent in the replica snapshot** |
+
+`SELECT DISTINCT source FROM documents` on the restored replica lists
+`deploy, homelab, homepage, ServMon, skills, vibe-bot` — NO
+`ikea_instructions`-class source (`grep -c -i ikea
+data/bor_live_kb_replica.dump.sql` = 0: the 2026-09-05 snapshot predates
+the IKEA import, exactly the case D5 anticipated; phase-140's
+"skipped loudly" precedent). The two questions still ran and did not
+crash; both return the `build.sh`/`bifrost`-class top-5 that a KB without
+the product can only return, and neither grounds on a document that names
+the product. **The rank gate therefore stays with the owner** — it can
+only close on a KB that has the source (the live KB).
+
+Behavior-preservation, measured (not argued):
+
+* the five phase-119 `suggested:` lists are **byte-identical** to the
+  recorded 2026-09-16 run in `.agents/reports/119_name_signal_read_chips/task06_battery_and_e2e.md`;
+* the battery re-run with the task-01 fold REVERTED is **byte-identical**
+  to the post-fix run (`diff` of the question/gate/suggested lines: no
+  difference) — the fold cannot move an ASCII-only corpus, as designed;
+* `best_cosine` moves by ≤ 0.0004 between the September record and today
+  (real-`embed` model jitter, not code).
+
+**Verdict: GATE PASS** for questions 1–5 (unchanged), 6–7 recorded as
+skipped loudly with the reason and the re-check command.
+
+## 5. Environment left behind
+
+The replica was restored only for the battery. The pre-restore DB state
+(backup `/tmp/pre_restore_host.dump`, 13 leftover E2E fixture docs,
+alembic 0026) is restored afterwards — reload the replica any time with
+the `restore-test-db` skill.

AGENTS.md

@@ -9,8 +9,9 @@
 3. **Strictly adhere to the LOCKED DECISIONS** (PLAN §2). If you believe a
    LOCKED decision is wrong, stop and flag it — do not silently deviate.
 4. **"One Story, One Phase":** each user story in `.agents/user_stories/`
-   corresponds to a distinct execution phase that includes its own dedicated
-   Playwright E2E test suite (one test file per story, run in isolation).
+   corresponds to a distinct execution phase, and **every** phase — story-driven
+   or owner-directed — includes its own dedicated Playwright E2E test suite
+   (one test file for the phase, run in isolation).
 5. **"UI Structure Check":** before finalizing any UI component, verify that
    it follows the layout principles in `.agents/PLAN.md` §7 (proper container
    usage, the 72rem centered reading column — every page rides the 72rem
@@ -57,4 +58,5 @@ uv run pytest --cov=app --cov-report=term-missing
 uv run playwright install chromium           # once
 uv run pytest tests/e2e/test_smoke.py -v --no-cov
 uv run ruff check . && uv run pyright        # lint + types
+uv run python -m scripts.eval_retrieval --from-file tests/fixtures/retrieval_battery.txt   # retrieval regression battery (phases 119/162)
 ```

README.md

@@ -280,7 +280,12 @@ reflect the new files.
 - A run that changed the KB also regenerates the **KB overview** and the
   **folder summaries** (the drill-down catalog's stored per-folder
   descriptions) with the `lite` model — best-effort: a summary failure
-  never fails the import. Because the sync only rewrites the folders a
+  never fails the import. The stored overview ends with a deterministic
+  `Sources: <name> (<k> doc|docs), …` line — every source with its exact
+  document count, catalog order, computed without a model call — so no
+  source (not even a 1-doc one) is invisible to `<knowledge_base>`
+  (phase 162); the `LLMError`/zero-doc paths leave the previous row
+  (tail included) untouched. Because the sync only rewrites the folders a
   change touches, a one-shot
   `uv run python -m scripts.regen_folder_summaries` refreshes EVERY
   stored folder summary in one run (full mode: every candidate folder
@@ -492,11 +497,20 @@ server-side tools — on **grounded** (high-relevance) turns only:
 |------|-------------|
 | **`ls`** | Lists the knowledge base as a **drill-down tree**, one level at a time: no `path` = every source (document count + stored description), a source name = that source's top level, a `source/folder` path = one level deeper; file lines are `source: X \| path: Y \| title: Z` |
 | **`read(path, offset?, limit?)`** | Appends one indexed document's text to context by its combined `source/path`; optional `offset` (1-based first line) + `limit` (line count) read just that part of a large document; very large reads are truncated at `BOR_READ_MAX_CHARS` with a notice that teaches the workflow — grep reports line numbers, then read that part with `offset` + `limit` |
-| **`grep(pattern, path?)`** | Searches indexed documents for an exact string (case-insensitive fixed substring); returns up to 20 `source/path:line: text` matches; an optional `path` limits to one document |
+| **`grep(pattern, path?)`** | Searches indexed documents for an exact string (case- and accent-insensitive fixed substring — accents fold: `besta` matches `BESTÅ`, phase 162); returns up to 20 `source/path:line: text` matches; an optional `path` limits to one document |
 | **`show_image(path)`** | *(only when `BOR_ANSWER_IMAGES=1`)* shows one standalone image document as part of the answer — image documents only, at most one per answer |
 
 (See [Answer images](#answer-images-phase-124) for the `show_image` tool.)
 
+**The prompt teaches the search discipline (phase 162).** A summary or an
+outline is a hint, never an inventory: the system prompt tells the model to run
+`ls` with no `path` — the full source list — before ever claiming the knowledge
+base lacks something, and to `grep` the artifact's part number or a filename
+token. One grep pattern is one string, so a name's split tokens (`frame`,
+`white`) and its part number (`AA-1272068`) each need their own grep; and a
+note saying a file is gitignored describes its **repo** status, not whether it
+is indexed as a source.
+
 **Git-source provenance (phase 145).** When a document comes from a git
 source, its `read` result also carries an `origin:` line (the repository's
 URL, credentials stripped) and, when the source pins one, a `branch:` line.
@@ -583,7 +597,12 @@ stemming) and searched **twice** against Postgres:
 
 1. **Vector** — pgvector cosine top-N (default `BOR_HYBRID_VECTOR_CANDIDATES=100`)
 2. **Lexical** — a stored `tsvector` (GIN-indexed) matched with `to_tsquery`,
-   top-N by `ts_rank` (default `BOR_HYBRID_LEXICAL_CANDIDATES=30`)
+   top-N by `ts_rank` (default `BOR_HYBRID_LEXICAL_CANDIDATES=30`), led by
+   **name hits** — documents whose *path* matches a question token (`gitea`
+   → `gitea/…`, `qwen38` → `qwen3.8-27b-…`; phase 119). Name normalization
+   is **accent-folded** (phase 162): a question's `BESTÅ` folds to `besta`
+   and matches the ASCII filename, and an accented filename (`BÅsta.md`)
+   matches an ASCII question — both directions, stdlib fold only.
 
 The two ranked lists are fused with **Reciprocal Rank Fusion**
 (`score = Σ 1/(k + rank)`, `BOR_RRF_K=60`) — a chunk in both lists scores
@@ -917,7 +936,7 @@ to `.env` and adjust.
 | `BOR_MAX_OUTPUT_TOKENS` | `32768` | Max answer length in tokens (answers must not be cut off) |
 | `BOR_STEERING_MAX_CHARS` | `8000` | Char budget for the `<tuning>` (steering notes) prompt section |
 | `BOR_SUMMARY_MAX_CHARS` | `12000` | Cap on document content sent to the `lite` summary model |
-| `BOR_KB_OVERVIEW_MAX_CHARS` | `4000` | Char budget for the `<knowledge_base>` prompt section |
+| `BOR_KB_OVERVIEW_MAX_CHARS` | `4000` | Char budget for the `<knowledge_base>` prompt section — the stored outline **plus** its deterministic `Sources: …` tail (phase 162); the cap keeps the longest-fitting prefix, so a value below the default clips the tail first (the default always holds both) |
 | `BOR_OVERVIEW_INPUT_MAX_CHARS` | `40000` | Cap on the document list sent to `lite` for KB overview generation |
 | `BOR_FOLDER_SUMMARY_INPUT_MAX_CHARS` | `8000` | Cap on a folder's document list sent to `lite` for folder summaries (phase 94) |
 
@@ -1058,8 +1077,9 @@ normally until you attach. Override the port with `DEBUGPY_PORT`.
 
 ## QA / Testing
 
-Three layers — the project rule is **one story, one phase, one Playwright
-suite** (see `AGENTS.md`):
+Three layers — the project rule is **one phase, one Playwright suite** (a
+phase may implement a user story or an owner-directed change; see
+`AGENTS.md`):
 
 ```bash
 # Unit + integration (FastAPI TestClient)
@@ -1075,12 +1095,27 @@ uv run pyright
 # Playwright E2E — install the browser once:
 uv run playwright install chromium
 
-# Each story's E2E runs IN ISOLATION:
+# Each phase's E2E runs IN ISOLATION:
 uv run pytest tests/e2e/test_import_documents.py -v --no-cov
 uv run pytest tests/e2e/test_chat_rag.py -v --no-cov
-# ...one file per story in .agents/user_stories/ (see .agents/phases/todo/)
+# ...one file per phase in tests/e2e/ (the stories live in
+# .agents/user_stories/, see .agents/phases/todo/)
 ```
 
+**Retrieval regression battery.** `tests/fixtures/retrieval_battery.txt` is
+the tracked retrieval gate (phases 119 + 162): the name-your-tool questions,
+the versioned-name (`qwen 3.8 27b`) regression, the out-of-KB deflection
+sanity, and the `besta` / `BESTÅ` accent-fold pair. Run it against a KB with
+`scripts.eval_retrieval` (the real pipeline, real embeddings):
+
+```bash
+uv run python -m scripts.eval_retrieval --from-file tests/fixtures/retrieval_battery.txt
+```
+
+The exact expected ranks are recorded in the fixture's header comments; a
+question whose source is missing from the KB snapshot is recorded as skipped
+loudly, never silently dropped.
+
 **Deterministic E2E:** by default the E2E app talks to a local **mock
 aipi** (`tests/e2e/mock_llm.py`) whose embeddings are real token-overlap
 vectors — so the cosine relevance threshold behaves like production. To

app/rag/agent.py

@@ -131,8 +131,10 @@ task 04):
    the only capped read (the phase-95 cap unchanged). And ``grep``
    greps the
    indexed documents (or the one document a combined ``source/path``
-   names) for a case-insensitive fixed substring and returns up to 20
-   ``source/path:line: text`` match lines (owner-locked A5, phase 68),
+   names) for a case- and accent-insensitive fixed substring (accents
+   fold — ``besta`` matches ``BESTÅ``; phase 162, LOCKED A3) and
+   returns up to 20 ``source/path:line: text`` match lines
+   (owner-locked A5, phase 68),
    each line truncated to 200 chars. A grep is a **locator**, not a
    context-adder: it never appends to the answer context (only
    ``read`` does — ``holder.read_docs`` is untouched by a grep).
@@ -312,7 +314,7 @@ from app.rag.llm import (
     ToolResultPiece,
     chat_stream_retried,
 )
-from app.rag.retriever import TRUNCATION_MARKER
+from app.rag.retriever import TRUNCATION_MARKER, _fold
 from app.rag.scaffolding import ScaffoldingFilter
 from app.rag.source_removal import resolve_source_name
 
@@ -437,7 +439,8 @@ AGENT_TOOLS: list[dict[str, Any]] = [
             "name": "grep",
             "description": (
                 "Search the indexed documents for an exact string "
-                "(case-insensitive) and return up to 20 matching lines "
+                "(case- and accent-insensitive — accents fold: `besta` "
+                "matches `BESTÅ`) and return up to 20 matching lines "
                 "as `source/path:line: text` — a locator, not a "
                 "context-adder: read the winner with `read` — for a "
                 "large document, use the reported line number as "
@@ -458,7 +461,9 @@ AGENT_TOOLS: list[dict[str, Any]] = [
                         "type": "string",
                         "description": (
                             "The exact text to search for (a plain "
-                            "substring, not a regex — no '.*', no "
+                            "substring — case- and accent-insensitive, "
+                            "accents fold: `besta` matches `BESTÅ` — "
+                            "not a regex — no '.*', no "
                             "'\\.', no character classes)"
                         ),
                     },
@@ -1560,16 +1565,21 @@ def format_covered_spans(spans: Sequence[tuple[int, int]]) -> str:
 def grep_document(content: str, pattern: str) -> list[tuple[int, str]]:
     """Every line of *content* that contains *pattern*, in file order.
 
-    Case-insensitive **fixed substring** (owner-locked A5: no regex — no
-    ReDoS surface, a simple contract for the model). Returns
-    ``(1-based line number, line.rstrip())`` pairs; an empty *content*
-    never matches a non-empty pattern.
+    Case- **and accent-insensitive fixed substring** (owner-locked A5:
+    no regex — no ReDoS surface, a simple contract for the model). Both
+    sides fold through the shared :func:`app.rag.retriever._fold` plus
+    lowercase (phase 162, LOCKED A3 — the fold changes the alphabet it
+    ignores, not the matching semantics: ``grep "besta"`` matches a
+    content line ``The BESTÅ frame``, and a pattern carrying accents
+    folds too), so grep and the name-hit path can never drift apart.
+    Returns ``(1-based line number, line.rstrip())`` pairs; an empty
+    *content* never matches a non-empty pattern.
     """
-    needle = pattern.lower()
+    needle = _fold(pattern.lower())
     return [
         (number, line.rstrip())
         for number, line in enumerate(content.split("\n"), start=1)
-        if needle in line.lower()
+        if needle in _fold(line.lower())
     ]
 
 

app/rag/overview.py

@@ -28,6 +28,21 @@ an import added/updated at least one document (or no row exists yet),
 and a ``lite`` failure logs and leaves the previous outline intact — an
 old outline is better than none (phase locked decisions).
 
+After the model's outline, :func:`regenerate_overview` appends ONE
+deterministic, non-LLM line — ``Sources: <name> (<k> doc|docs), …``
+(phase 162, LOCKED A2). The 2026-10-07 live finding: the ``lite``
+outline is lossy — it listed 3 groups of a 14-source index, so the
+1-doc sources (``ikea_instructions``, ``players_handbook``) were
+invisible to ``<knowledge_base>``. Small sources must be visible
+without a model call, so the line is computed mechanically from the
+catalogue rows (:func:`_source_inventory`) — the mock/real model
+outputs never affect it, and ``build_overview_prompt`` never sees the
+tail (the model input stays byte-identical). The longest-prefix cap in
+``build_kb_section`` applies to the WHOLE stored text: at the default
+``BOR_KB_OVERVIEW_MAX_CHARS`` (4000) the ~1500-char outline plus the
+one-line tail (~15 chars/source) always fit; a smaller owner-set cap
+cuts the tail first — accepted, the cap is owner-tunable.
+
 The ``KB_OVERVIEW_MODE`` marker follows the ``SUMMARY_MODE`` /
 ``DEFLECT_MODE`` convention: the deterministic E2E mock LLM keys on it
 in the system prompt (wired in phase 31, task 05).
@@ -101,6 +116,35 @@ def _first_summary_line(summary: str | None) -> str:
     return ""
 
 
+def _source_inventory(rows: Sequence[tuple[str, str, str, str | None]]) -> str:
+    """The phase-162 deterministic source inventory (LOCKED A2).
+
+    Mechanical, non-LLM: one entry per **distinct** source in catalog
+    order (``source, path`` — first occurrence in the ``source,
+    path``-ordered rows), each ``<name> (<k> doc|docs)`` — singular
+    ``doc`` at k=1, ``docs`` otherwise — joined with ``, `` behind the
+    ``Sources: `` prefix. The ``lite`` outline stays the model's job;
+    this line guarantees no source — not even a 1-doc one like the
+    2026-10-07 ``ikea_instructions`` case — can be invisible to
+    ``<knowledge_base>``, whatever the model outputs. The mock/real
+    model outputs never affect it.
+
+    *rows* is the existing ``(source, path, title, summary)``
+    projection :func:`regenerate_overview` already reads — no new
+    query. At the default ``BOR_KB_OVERVIEW_MAX_CHARS`` (4000) the
+    outline plus this one line always fit; a smaller owner-set cap
+    cuts the tail first (accepted — the cap is owner-tunable).
+    """
+    counts: dict[str, int] = {}
+    for source, _path, _title, _summary in rows:
+        counts[source] = counts.get(source, 0) + 1
+    entries = ", ".join(
+        f"{name} ({count} {'doc' if count == 1 else 'docs'})"
+        for name, count in sorted(counts.items())
+    )
+    return f"Sources: {entries}"
+
+
 def build_overview_prompt(
     rows: Sequence[tuple[str, str, str, str | None]], max_chars: int | None = None
 ) -> tuple[str, str]:
@@ -166,10 +210,16 @@ async def regenerate_overview(
 
     * Zero documents → the existing row (if any) is left untouched and
       ``False`` is returned — no KB, no outline, no wasted model call.
-    * Happy path → the model's text is upserted into the single row
-      (``id = 1``, fresh UTC ``updated_at``), committed, and
-      ``overview: regenerated docs=… chars=…`` is logged; returns
-      ``True``. Idempotent by construction: one row, always ``id = 1``.
+    * Happy path → the model's text (trailing newlines rstripped) plus
+      the deterministic ``Sources: …`` inventory line (phase 162,
+      LOCKED A2 — :func:`_source_inventory`) is upserted into the
+      single row (``id = 1``, fresh UTC ``updated_at``), committed, and
+      ``overview: regenerated docs=… chars=…`` is logged (chars = the
+      FULL stored content, tail included); returns ``True``. Idempotent
+      by construction: one row, always ``id = 1``. The model input
+      never sees the tail; the zero-doc and ``LLMError`` paths below
+      leave a previous row byte-identical — an existing tail is part of
+      the stored content and is preserved on failure.
     * :class:`LLMError` → ``overview: regeneration failed — …`` is
       logged and ``False`` is returned with the previous row intact —
       an old outline is better than none.
@@ -209,15 +259,21 @@ async def regenerate_overview(
             logger.error("overview: regeneration failed — %s", e)
             return False
 
+        # Phase 162 (LOCKED A2): the deterministic source inventory is
+        # appended to the STORED content after the model's outline —
+        # mechanical, non-LLM, so no source can be invisible to
+        # `<knowledge_base>`. The model input above never sees the tail.
+        content = text.rstrip("\n") + "\n" + _source_inventory(rows)
+
         now = datetime.now(UTC)
         row = session.get(KbOverview, 1)
         if row is None:
-            session.add(KbOverview(id=1, content=text, updated_at=now))
+            session.add(KbOverview(id=1, content=content, updated_at=now))
         else:
-            row.content = text
+            row.content = content
             row.updated_at = now
         session.commit()
-        logger.info("overview: regenerated docs=%d chars=%d", len(rows), len(text))
+        logger.info("overview: regenerated docs=%d chars=%d", len(rows), len(content))
         return True
     finally:
         if owns_session:

app/rag/prompts.py

@@ -265,6 +265,31 @@ ORIGIN_RULE: str = (
     "again for the source."
 )
 
+#: The search-discipline rule (phase 162, task 03, LOCKED A4) — appended
+#: to the ``TOOLS_SECTION`` tools paragraph immediately after the grep
+#: sentence (i.e. after the ``…retry with the plain text you expect to
+#: see.`` clause, the placement from the 2026-10-07 owner conversation
+#: where the agent answered from the lossy ``<knowledge_base>`` outline
+#: instead of running ``ls``, and where the exact-substring grep silently
+#: missed the accented ``BESTÅ`` in the IKEA PDF's text layer). Adapted
+#: verbatim from the conversation's proposed system-prompt patch for the
+#: folded grep (LOCKED A3). The three lessons: (1) an outline/summary is
+#: a hint, never an inventory — ``ls`` (no ``path``) before claiming the
+#: KB lacks something; (2) grep folds accents but one pattern is one
+#: string — split filename tokens and the part number need separate
+#: greps; (3) a gitignored note describes repo status, not index status.
+#: The mock E2E is unaffected (it keys on markers, not this sentence).
+SEARCH_DISCIPLINE_RULE: str = (
+    "A summary or outline is a hint, never an inventory: before claiming "
+    "the knowledge base lacks something, run `ls` with no `path` to list "
+    "every source, and `grep` the artifact's part number or a filename "
+    "token. `grep` folds accents — `besta` matches `BESTÅ` — but one "
+    "pattern is one string: a name's split tokens (`frame`, `white`) and "
+    "its part number (`AA-1272068`) need separate greps. A note saying a "
+    "file is gitignored describes its repo status, not whether it is "
+    "indexed as a source."
+)
+
 TOOLS_SECTION: str = (
     "<tools>\n"
     "You may extend your context with three tools. `ls` lists the "
@@ -305,12 +330,15 @@ TOOLS_SECTION: str = (
     "path as plain text otherwise. The user should be able to open the "
     "complete original from your answer in one step, not ask again for "
     "the source. `grep` locates an exact string "
-    "(case-insensitive) in the indexed documents and returns up to 20 "
+    "(case- and accent-insensitive — accents fold: `besta` matches "
+    "`BESTÅ`) in the indexed documents and returns up to 20 "
     "matching `source/path:line: text` lines — a locator, not a "
     "context-adder: read the winner with `read`. A grep pattern is a "
     "plain substring, NEVER a regex — '.*' and '\\.' are literal text "
     "there; if such a pattern returns no matches, retry with the plain "
-    "text you expect to see. For a normal search pass only `pattern` — "
+    "text you expect to see. "
+    + SEARCH_DISCIPLINE_RULE
+    + " For a normal search pass only `pattern` — "
     "its optional `path` argument "
     "limits the search to one document you already know, by the same "
     "combined `source/path` string; never a source name — a bare "

app/rag/retriever.py

@@ -28,9 +28,21 @@
   order ``(source, path)`` — the old total-matched-length tie-break
   is retired, it outranked 5-char product names by 6-char common
   tokens; capped at :data:`NAME_HIT_LIMIT`),
-  the FTS rows follow. This is what finds name-your-tool questions
-  ("gitlab") that vector similarity buries — and, the 2026-09-05
-  incident, the versioned-name case the default parser lexes
+  the FTS rows follow. NAME NORMALIZATION IS ACCENT-FOLDED (phase 162,
+  LOCKED A1): :func:`_normalize_name` runs :func:`_fold` (NFKD
+  decomposition, combining marks dropped — stdlib only) before the
+  alnum scan, and it is the SINGLE normalization both sides of name
+  matching pass through (question tokens and path parts alike) — the
+  2026-10-07 live gap this closes: the IKEA filename is ASCII
+  (``besta-frame-white__AA-1272068-11-100``) while its content layer
+  spells the name only as ``BESTÅ`` (U+00C5), and the old lower-only
+  normalization turned the accented question token into ``best`` —
+  never a match. With the fold, ``BESTÅ`` → ``besta`` (was ``best``)
+  and an accented filename (``BÅsta.md`` → ``basta``) answers to the
+  ASCII question — one function, both directions. This is what finds
+  name-your-tool questions ("gitlab") that vector similarity buries —
+  and, the 2026-09-05 incident, the versioned-name case the default
+  parser lexes
   incompatibly (question "Qwen 3.8" → ``qwen``/``3``/``8`` can never
   match a document's ``qwen3``/``8``/``27b`` tokens, while every
   unrelated llama.cpp quadlet out-ranks the target on the shared
@@ -81,6 +93,7 @@ from __future__ import annotations
 
 import math
 import re
+import unicodedata
 import uuid
 from collections.abc import Sequence
 from dataclasses import dataclass, replace
@@ -130,9 +143,42 @@ _ALNUM_RE = re.compile(r"[a-z0-9]+")
 _STEM_SPLIT_RE = re.compile(r"[^a-z0-9]+")
 
 
+def _fold(s: str) -> str:
+    """The shared accent fold (phase 162, LOCKED A1): NFKD decomposition,
+    combining marks dropped (stdlib ``unicodedata`` + ``str.casefold``
+    only — no new dependency).
+
+    ``Å/å → a``, ``Ä/Ö/Ü → a/o/u``, ``ß → ss``, ``fi → fi``, ``ç → c``
+    (``casefold`` is the Unicode fold — the ``ß → ss`` case rides it:
+    NFKD alone leaves ``ß`` intact — and ``str.lower`` leaves the ``fi``
+    ligature). Characters with no decomposition (CJK) survive the fold
+    and still drop out under the caller's alnum scan (behavior
+    unchanged for them); compatibility-decomposable characters (``①`` →
+    ``1``) fold to their ASCII base, which :data:`NAME_TOKEN_MIN_LEN`
+    already excludes as a name token (a digit base can still feed the
+    versioned join as the numeric NEXT token — the only route left is a
+    prefix-class candidate no real path matches). Case is folded too
+    (the caller lowercases anyway). Imported by ``app.rag.agent`` for
+    the folded ``grep`` (phase 162, LOCKED A3) — one fold, never
+    drifting apart.
+    """
+    decomposed = unicodedata.normalize("NFKD", s.casefold())
+    return "".join(c for c in decomposed if not unicodedata.combining(c))
+
+
 def _normalize_name(s: str) -> str:
-    """Lowercased, alnum-only form of *s* (``Qwen 3.8`` → ``qwen38``)."""
-    return "".join(_ALNUM_RE.findall(s.lower()))
+    """Lowercased, ACCENT-FOLDED, alnum-only form of *s* (``Qwen 3.8`` →
+    ``qwen38`` unchanged; ``BESTÅ`` → ``besta`` — the phase-162 fold).
+
+    This is the SINGLE normalization both sides of name matching pass
+    through — the :func:`name_hit_tokens` question tokens and the
+    :func:`_name_parts` path parts / file stem / stem sub-components —
+    so the one change bridges both directions (the ASCII question
+    ``besta`` keeps matching the ASCII filename, the accented question
+    ``BESTÅ`` now matches it too, and an accented filename ``BÅsta.md``
+    answers to the ASCII question ``basta``).
+    """
+    return "".join(_ALNUM_RE.findall(_fold(s.lower())))
 
 
 def name_hit_tokens(question: str) -> list[str]:
@@ -166,7 +212,10 @@ def name_hit_tokens(question: str) -> list[str]:
     Order of first appearance, de-duplicated. Matching applies the
     A2 rule: digit-bearing candidates prefix a normalized path part
     or file stem; digitless candidates equal a part, stem, or stem
-    sub-component — titles are never matched.
+    sub-component — titles are never matched. Candidates are
+    ACCENT-FOLDED through :func:`_normalize_name` (phase 162) — the
+    token ``besta`` drawn from ``BESTÅ`` name-matches ``BESTÅ``-class
+    names both ways.
     """
     tokens = question.split()
     out: list[str] = []
@@ -456,6 +505,10 @@ def _name_parts(path: str) -> tuple[set[str], set[str]]:
       (the stem lowercased, split on non-alphanumeric runs, each piece
       normalized, empties dropped: ``kubernetes_gitea`` →
       ``kubernetes`` / ``gitea``): DIGITLESS tokens exact-match these.
+
+    The parts are ACCENT-FOLDED through :func:`_normalize_name` (phase
+    162) — ``besta`` name-matches ``BESTÅ``-class names both ways (the
+    accented stem ``BÅsta`` enters the equal set as ``basta``).
     """
     p = Path(path)
     prefix = {_normalize_name(part) for part in p.parts}
@@ -479,6 +532,10 @@ def _name_token_matches(token: str, prefix: set[str], equal: set[str]) -> bool:
     * the token HAS NO DIGIT → it EQUALS a normalized path part, file
       stem, or stem sub-component (``gitea`` → the ``gitea/`` folder,
       ``gitea.md``, ``kubernetes_gitea``, ``gitea-values``).
+
+    Both the token and the path sets arrive ACCENT-FOLDED from
+    :func:`_normalize_name` (phase 162) — ``besta`` matches
+    ``BESTÅ``-class names both ways.
     """
     if any(ch.isdigit() for ch in token):
         return any(part.startswith(token) for part in prefix)

tests/e2e/test_kb_overview.py

@@ -307,8 +307,11 @@ def test_mock_generated_outline_is_stored_and_echoed(
     assert user.splitlines()[0].startswith(
         "docs — homelab/tables.md — Service Port Table"
     ), "the generator's list must lead with the NEWEST doc (recency-first)"
+    # Phase 162 (LOCKED A2): the stored content ends with the
+    # deterministic source-inventory line — one source, 13 docs.
     expected = (
-        "Knowledge base outline:\n- docs homelab tables md service port table this"
+        "Knowledge base outline:\n- docs homelab tables md service port table this\n"
+        "Sources: docs (13 docs)"
     )
     assert row.content == expected
     first_bullet = row.content.splitlines()[1].removeprefix("- ").strip()

tests/e2e/test_kb_overview_freshness.py

@@ -329,8 +329,10 @@ def test_regenerated_outline_leads_with_newest_doc(
     assert row is not None and row.id == 1
     # The stored outline is the mock's 8-token digest of the capped list
     # — all 8 tokens from the NEWEST doc's source/path/title (computed
-    # from the fixture above, not hardcoded wording):
-    assert row.content == EXPECTED_DIGEST
+    # from the fixture above, not hardcoded wording) — and phase 162
+    # (LOCKED A2) appends the deterministic source-inventory line after
+    # it: every fixture source named with its exact count.
+    assert row.content == EXPECTED_DIGEST + "\nSources: reese (5 docs)"
     assert "old" not in row.content  # no oldest-batch token survives the cut
 
 

tests/e2e/test_search_recall_small_sources.py

@@ -0,0 +1,864 @@
+"""Phase 162 E2E (Playwright, mock-only): a 1-document source is BOTH
+visible to ``<knowledge_base>`` and winnable by its accented question.
+
+Run in isolation (DB must be up: ``podman compose up -d db``):
+
+    uv run pytest tests/e2e/test_search_recall_small_sources.py -v --no-cov
+
+The 2026-10-07 live miss, replayed deterministically: the owner asked
+``How do I build the BESTÅ?``; the KB held ``ikea_instructions/
+besta-frame-white__AA-1272068-11-100.md`` (1 document in the source, its
+body carrying the name ONLY as ``BESTÅ``) and the question came back
+empty-handed — ASCII ``besta`` documents outranked the one document that
+actually named the product. Three separate losses, three pins here:
+
+* **D1 (the question-side fold)** — name matching never bridged the
+  accent: ``BESTÅ`` normalized to ``best``, ``besta-frame-…`` to
+  ``besta``, and the digitless rule EQUALS a stem component. Test 1
+  pins the fix, test 2 MEASURES the miss.
+* **D2 (the deterministic source inventory)** — the ``lite`` outline is
+  lossy, so a 1-doc source could be invisible to the model. Test 4 pins
+  the mechanical ``Sources:`` tail on the stored row.
+* **D3 (the grep fold + search discipline)** — the stored accented body
+  stayed grep-matchable by the ASCII name. Test 6 pins the content
+  layer; the turn-level prose discipline is the prompt teaching
+  (``app/rag/prompts.py``, unit-pinned in task 03).
+
+KB fixture — ``tests/fixtures/recallkb`` (tracked), THREE local-directory
+sources registered through the authenticated API + the REAL in-process
+``POST /api/sync`` (the ``test_name_signal_read_chips.py`` pattern), six
+markdown documents whose text is token-controlled so the hybrid gate, the
+FTS list and the name-hit bonus pick the intended tiers deterministically
+(``synced_kb`` pins the tiers with the app's REAL retrieval — a
+fixture-text regression breaks at setup with a measured message):
+
+* ``ikea_instructions/`` — the small source: ONE document, the live
+  incident's own filename, its body naming the product ONLY as the
+  accented ``BESTÅ`` (no ASCII ``besta`` anywhere in the file). Two
+  token controls make the mechanism visible: no ``build`` (the question's
+  other FTS token) anywhere, and the accented name deliberately placed
+  PAST the 24-token digest window, so the mock summary chunk leaks no
+  ASCII ``best`` lexeme that a pre-fix FTS could have hit;
+* ``phase_docs/`` (4 docs) + ``players_handbook/`` (1 doc) — the ASCII
+  distractors of the live index: every body carries ASCII ``besta`` AND
+  ``build``, so each of the five outranks the small source on
+  pre-fix retrieval (two fused terms — FTS + vector — against its one).
+
+Measured, never assumed (test 2 re-measures both directions; the same
+numbers are recorded in
+``.agents/reports/162_search_recall_small_sources/``). Accented question
+``How do I build the BESTÅ?``, the app's real ``retrieve()`` +
+``select_suggested()`` over this KB with the mock's embeddings (gate:
+threshold 0.30, lexical-support floor 0.15 — the conftest mock
+calibration; ``best cosine`` / ``fts`` are the A8 inputs):
+
+    PRE-FIX (the phase-119 ``_normalize_name``, no accent fold)
+        name tokens  ['build', 'best']            → NO name hit
+        suggested    the five ASCII distractors
+        related      ikea_instructions/besta-frame-white__…  (rank 6)
+        best cosine 0.382, fts 8   (grounded, on the WRONG documents —
+                                    the live 2026-10-07 shape: an answer
+                                    about the ASCII ``besta`` notes)
+    POST-FIX (shipped)
+        name tokens  ['build', 'besta']           → name hit
+        suggested    THE SMALL SOURCE #1, then four distractors
+        related      phase_docs/156_history_source_filter.md
+        best cosine 0.382, fts 9   (the fold adds the lexical term; the
+                                    cosine is untouched — LOCKED A1)
+
+The mechanism is the term COUNT: every distractor matches the question's
+other FTS token ``build``, so each fuses TWO terms (vector + FTS) while
+the small source — no ``build``, no accent-bridgeable lexeme — fuses ONE
+and lands rank 6. The folded name hit is the only signal that can lift
+it: name hits LEAD the lexical list (``fuse`` rank 1 ⇒ 1/61) and the
+per-document ``BOR_NAME_HIT_BONUS`` (0.005) rides on top. The ASCII
+question ``How do I build a Besta?`` keeps the same document suggested
+#1 with the same cosine, before and after (the untouched phase-119
+path, test 3).
+
+Test → contract mapping (task 04 cases 1–4):
+1. ``test_accented_question_suggests_the_small_source`` — (1): the
+   accented question grounds (``deflected: false``), the durable
+   record's SUGGESTED slice (entries 1–5, LOCKED A3) contains
+   ``ikea_instructions/besta-frame-white__AA-1272068-11-100.md``, and
+   the ``done`` frame's ``related`` list — the rank-6+ remainder —
+   does NOT (the doc moved from the rank-6 miss into the tier). A
+   zero-read grounded turn chips nothing (phase 119 LOCKED A1).
+2. ``test_under_rank_is_measured_not_assumed`` — (1, the hypothesis):
+   with the PRE-FIX normalizer re-installed (``monkeypatch``), the same
+   retrieval over the same KB puts the doc OUT of the top-5 (and the
+   ``BESTÅ?`` token degrades to ``best``); with the shipped normalizer
+   it is suggested #1. The under-rank is measured in both directions,
+   so the pin can never silently rot.
+3. ``test_ascii_question_still_name_matches`` — (2): the ASCII
+   regression (the phase-119 path untouched) — same document in the
+   suggested tier, grounded, same related remainder.
+4. ``test_overview_tail_names_every_source_with_counts`` — (3): the
+   stored ``kb_overview`` row ENDS with the deterministic
+   ``Sources: …`` line, one entry per source with exact counts — the
+   1-doc sources visible whatever the ``lite`` digest said.
+5. ``test_out_of_kb_question_still_deflects`` — (4): the gate verdict
+   for the out-of-KB question is UNCHANGED (``deflected: true``,
+   ``fts_hits == 0``, no chips, ``Maybe try`` chips only) — the fold
+   must not turn a real miss into a false grounding.
+6. ``test_grep_folds_the_accented_body`` — (3, content layer):
+   ``grep_document`` with the ASCII pattern ``besta`` matches the
+   stored accented line (D3), and the accented pattern matches too.
+7. ``test_suggested_folder_lines_carry_the_small_source`` — the
+   prompt-level witness: the mock's ``repeat your folder map`` echo
+   ends with the suggested-folder lines, and the 1-doc source's line
+   ``ikea_instructions/:`` is among them (its suggested doc owns the
+   line, so the header stands alone).
+"""
+from __future__ import annotations
+
+import json
+import os
+import re
+import subprocess
+import sys
+import time
+from collections.abc import Iterator
+from pathlib import Path
+from typing import Any
+
+import httpx
+import pytest
+from playwright.sync_api import Locator, Page, expect
+from sqlalchemy import select, text
+
+from app.config import Settings as _Settings
+from app.db import SessionLocal
+from app.models import Document, KbOverview, QueryLog
+from app.rag import retriever
+from app.rag.agent import grep_document
+from app.rag.retriever import retrieve, select_related, select_suggested
+from e2e.auth_helpers import login
+from e2e.conftest import (
+    ADMIN_PASSWORD,
+    SESSION_SECRET,
+    USE_REAL_LLM,
+    _wait_http,
+)
+from e2e.mock_llm import TOKEN_RE, embed_text
+
+REPO = Path(__file__).resolve().parents[2]
+
+#: Own port (the phase-79 full-inventory rule: a module app binds its
+#: own port so a combined run never drives the session app).
+APP_PORT = int(os.environ.get("E2E_APP_PORT_RECALL", "8162"))
+APP_URL = f"http://127.0.0.1:{APP_PORT}"
+
+FIXTURES = REPO / "tests" / "fixtures" / "recallkb"
+MOCK_ANSWER_MARKER = "Deterministic mock answer for E2E"
+
+# --------------------------------------------------------------------------
+# The fixture KB (tracked files on disk — read back byte-for-byte)
+# --------------------------------------------------------------------------
+
+#: source name → document paths. THE SMALL SOURCE is the live incident:
+#: one document whose body carries the product name only accented.
+SOURCE_DOCS: dict[str, list[str]] = {
+    "ikea_instructions": ["besta-frame-white__AA-1272068-11-100.md"],
+    "phase_docs": [
+        "140_pictorial_pdf_pages.md",
+        "148_pdf_text_backfill.md",
+        "152_seaweedfs_blob_ingest.md",
+        "156_history_source_filter.md",
+    ],
+    "players_handbook": ["game_night_setup.md"],
+}
+
+IKEA_SOURCE = "ikea_instructions"
+IKEA_DOC = "besta-frame-white__AA-1272068-11-100.md"
+IKEA = f"{IKEA_SOURCE}/{IKEA_DOC}"
+
+#: Every fixture doc in ``(source, path)`` catalog order.
+ALL_DOCS = [f"{source}/{path}" for source in SOURCE_DOCS for path in SOURCE_DOCS[source]]
+
+#: The deterministic source inventory tail (LOCKED A2 order: name-sorted,
+#: singular ``doc`` at k=1) — the D2 assertion.
+INVENTORY = "Sources: ikea_instructions (1 doc), phase_docs (4 docs), players_handbook (1 doc)"
+
+# --------------------------------------------------------------------------
+# The scripted questions
+# --------------------------------------------------------------------------
+
+#: The live miss, byte-for-byte (the ``Å`` is the whole point — the file
+#: spells it ``BESTÅ``, the pre-phase name matcher read ``best``).
+ACCENTED_QUESTION = "How do I build the BESTÅ?"
+#: The phase-119 regression: the same product, spelled in ASCII. This
+#: question ALWAYS name-matched (the untouched path).
+ASCII_QUESTION = "How do I build a Besta?"
+#: The accented question + the mock's folder-map trigger — the prompt
+#: lens on the suggested tier (the folder lines are composed from the
+#: suggested documents only).
+FOLDER_QUESTION = ACCENTED_QUESTION + " repeat your folder map"
+#: The out-of-KB control (the phase-119 battery's deflection sanity).
+DEFLECT_QUESTION = "What is the capital of Mongolia?"
+
+
+def _expected_summary(content: str, source: str, path: str) -> str:
+    """The mock lite model's byte-stable digest + the code pointer line
+    (mirrors ``mock_llm.compose_answer``'s ``SUMMARY_MODE`` branch — the
+    first 24 tokens of the document content — plus the summarizer's
+    deterministic ``Source:`` line; no model output is ever trusted)."""
+    digest = " ".join(TOKEN_RE.findall(content.lower())[:24])
+    return f"This document covers {digest}.\nSource: {source}/{path}"
+
+
+def _prefix_normalizer(value: str) -> str:
+    """The PRE-PHASE-162 name normalizer (the measured before-state):
+    lower + alnum scan with NO accent fold — the exact body
+    ``_normalize_name`` had before task 01. Installed by monkeypatch in
+    test 2 so the miss is MEASURED, not asserted from reasoning."""
+    return "".join(retriever._ALNUM_RE.findall(value.lower()))
+
+
+# --------------------------------------------------------------------------
+# Fixtures
+# --------------------------------------------------------------------------
+
+
+@pytest.fixture(scope="module")
+def seed_dirs() -> list[Path]:
+    """The three local-directory sources (the registered directory's
+    BASENAME is the source name, phase 38). The small source must be a
+    directory of its own — that is what makes it a 1-doc source."""
+    dirs = []
+    for source, paths in SOURCE_DOCS.items():
+        directory = FIXTURES / source
+        assert directory.is_dir(), f"{directory} is missing"
+        for path in paths:
+            assert (directory / path).is_file(), f"fixture doc {source}/{path} is missing"
+        dirs.append(directory)
+    return dirs
+
+
+@pytest.fixture(scope="module")
+def app_server(mock_llm: int, seed_dirs: list[Path]) -> Iterator[str]:
+    """The real app under test — per-module app on its own port (the
+    phase-79 inventory pattern), the mock LLM, the mock-calibrated gate,
+    and the code defaults for everything the tiers depend on (suggested
+    5 / related 2 / name-hit bonus 0.005 / recency 0.0007, exactly the
+    production ``.env``-free defaults)."""
+    env = dict(os.environ)
+    env.pop("DEBUGPY", None)
+    env["BOR_ENVIRONMENT"] = "e2e"
+    env["BOR_STATIC_DIR"] = str(REPO / "frontend")
+    env["BOR_LLM_BASE_URL"] = (
+        "https://aipi.reeseapps.com/v1"
+        if USE_REAL_LLM
+        else f"http://127.0.0.1:{mock_llm}/v1"
+    )
+    # Mock-calibrated gate (the conftest pattern): the accented and the
+    # ASCII turns ground on the distractors' cosine (≈0.35); the
+    # out-of-KB control stays under it.
+    env["BOR_RELEVANCE_THRESHOLD"] = "0.30"
+    env["BOR_LEXICAL_SUPPORT_FLOOR"] = "0.15"
+    env["BOR_LLM_RETRY_DELAY"] = "0"
+    env["BOR_LLM_RETRIES"] = str(_Settings.model_fields["llm_retries"].default)
+    env.setdefault(
+        "BOR_DATABASE_URL",
+        "postgresql+psycopg://reese:reese@localhost:5432/brain_of_reese",
+    )
+    env["BOR_ADMIN_PASSWORD"] = ADMIN_PASSWORD
+    env["BOR_SESSION_SECRET"] = SESSION_SECRET
+    # The repo's .env is the owner's — empty the git list so the registry
+    # holds EXACTLY the three directories this suite registers, and pin
+    # the leak-guarded corpus settings (the conftest pattern).
+    env["BOR_GIT_SOURCES"] = ""
+    env["BOR_DOCS_REPO"] = ""
+    env["BOR_SUGGESTIONS"] = json.dumps(
+        _Settings.model_fields["suggestions"].default
+    )
+    env["BOR_INPUT_PLACEHOLDER"] = _Settings.model_fields["input_placeholder"].default
+    env["BOR_FOOTER_TEXT"] = _Settings.model_fields["footer_text"].default
+    proc = subprocess.Popen(
+        [sys.executable, "-m", "uvicorn", "app.main:app",
+         "--host", "127.0.0.1", "--port", str(APP_PORT), "--log-level", "warning"],
+        cwd=REPO,
+        env=env,
+    )
+    try:
+        _wait_http(f"{APP_URL}/api/health")
+        yield APP_URL
+    finally:
+        proc.terminate()
+        try:
+            proc.wait(timeout=10)
+        except subprocess.TimeoutExpired:
+            proc.kill()
+
+
+@pytest.fixture(scope="module")
+def app_url(app_server: str) -> str:
+    return app_server
+
+
+def _truncate_all() -> None:
+    """Fresh registry + KB (the E2E isolation pattern): the tier margins
+    are pinned against EXACTLY these six documents."""
+    with SessionLocal() as db:
+        db.execute(
+            text(
+                "TRUNCATE chunks, documents, query_log, steering_notes, "
+                "kb_overview, git_sources, folder_summaries"
+            )
+        )
+        db.commit()
+
+
+def _wait_sync_done_http(client: httpx.Client, timeout_s: float = 180.0) -> dict[str, Any]:
+    """Poll the cookie-authenticated status endpoint to a terminal state
+    (the ``test_summary_seed_context`` pattern over plain httpx)."""
+    deadline = time.monotonic() + timeout_s
+    body: dict[str, Any] = {}
+    while time.monotonic() < deadline:
+        r = client.get("/api/sync/status")
+        assert r.status_code == 200, r.text
+        body = r.json()
+        if body["state"] in ("success", "failed"):
+            return body
+        time.sleep(0.5)
+    raise AssertionError(f"sync did not reach a terminal state: {body}")
+
+
+def _tiers(question: str) -> tuple[list[str], list[str], float, int]:
+    """The measured tiers of one question over the synced KB, with the
+    app's REAL hybrid retrieval and the mock's embeddings (the
+    phase-119 measurement lens): ``(suggested, related, top cosine,
+    fts hits)``."""
+    with SessionLocal() as db:
+        chunks = retrieve(db, question, embed_text(question))
+    suggested = select_suggested(chunks)
+    related = select_related(
+        chunks,
+        {d.id for d in suggested},
+        _Settings.model_fields["related_max_docs"].default,
+    )
+    return (
+        [f"{d.source}/{d.path}" for d in suggested],
+        [f"{d.source}/{d.path}" for d in related],
+        max((c.cosine for c in chunks), default=0.0),
+        sum(1 for c in chunks if c.fts_hit),
+    )
+
+
+def _assert_tiers(
+    question: str, suggested: list[str], related: list[str]
+) -> None:
+    """Pin the engineered invariant for one scripted question, with a
+    MEASURED message (a fixture-text regression fails at setup, not at
+    the wire assertions)."""
+    got_suggested, got_related, cosine, fts = _tiers(question)
+    assert got_suggested == suggested, (
+        f"suggested tier drifted for {question!r}: {got_suggested} "
+        f"(expected {suggested}; best cosine {cosine:.3f}, fts {fts})"
+    )
+    assert got_related == related, (
+        f"related tier drifted for {question!r}: {got_related} "
+        f"(expected {related})"
+    )
+
+
+@pytest.fixture(scope="module")
+def synced_kb(app_server: str, seed_dirs: list[Path]) -> None:
+    """The story's precondition: the three-source KB synced under the
+    deterministic mock. Registers the directories through the
+    authenticated API, runs the REAL in-process sync, pins the stored
+    content byte-identical to the tracked fixture files (including the
+    accented ``BESTÅ`` surviving the round trip untouched), pins the
+    fixture's own token controls (the mechanism the miss is reproduced
+    with), and pins the engineered tiers for all three scripted
+    questions."""
+    _truncate_all()
+    with httpx.Client(base_url=app_server, timeout=30.0) as client:
+        r = client.post("/api/login", json={"password": ADMIN_PASSWORD})
+        assert r.status_code == 204, r.text
+        for directory in seed_dirs:
+            r = client.post(
+                "/api/git-sources", json={"kind": "local", "path": str(directory)}
+            )
+            assert r.status_code == 201, r.text
+        r = client.post("/api/sync")
+        assert r.status_code == 202, r.text
+        body = _wait_sync_done_http(client)
+    assert body["state"] == "success", body
+    assert body["detail"]["added"] == len(ALL_DOCS), body["detail"]
+    assert body["detail"]["pruned"] == 0, body["detail"]
+
+    with SessionLocal() as db:
+        for source, paths in SOURCE_DOCS.items():
+            for path in paths:
+                on_disk = (FIXTURES / source / path).read_text(encoding="utf-8")
+                stored = db.scalar(
+                    select(Document).where(
+                        Document.source == source, Document.path == path
+                    )
+                )
+                assert stored is not None, f"fixture doc {source}/{path} missing"
+                assert stored.content == on_disk, f"content drifted for {source}/{path}"
+                assert stored.summary == _expected_summary(on_disk, source, path), (
+                    f"summary is not the mock digest for {source}/{path}"
+                )
+                schunks = [c for c in stored.chunks if c.is_summary]
+                assert len(schunks) == 1 and schunks[0].embedding is not None, (
+                    f"expected one embedded is_summary chunk for {source}/{path}"
+                )
+
+    # ---- The fixture's token controls (the reproduction mechanism) ----
+    ikea_text = (FIXTURES / IKEA_SOURCE / IKEA_DOC).read_text(encoding="utf-8")
+    # (a) the name exists ONLY accented — no ASCII ``besta`` in the body,
+    #     so nothing but the phase-162 fold can bridge question ↔ doc;
+    assert "BESTÅ" in ikea_text
+    assert "besta" not in ikea_text.lower().replace("bestå", ""), ikea_text
+    # (b) no ``build`` either: the accented question's only OTHER FTS
+    #     token — the small source must win on the NAME signal, never on
+    #     a content-word accident;
+    assert "build" not in ikea_text.lower()
+    # (c) the accented name sits PAST the 24-token digest window, so the
+    #     mock's ASCII-only digest never leaks a ``best`` lexeme the
+    #     pre-phase FTS could have hit (a real ``lite`` summary of the
+    #     live PDF never wrote the name in ASCII either).
+    digest = TOKEN_RE.findall(ikea_text.lower())[:24]
+    assert "best" not in digest and "besta" not in digest, digest
+
+    # ---- The engineered tiers (measured, stable across re-imports) ----
+    _assert_tiers(ACCENTED_QUESTION, SUGGESTED_ACCENTED, RELATED_ACCENTED)
+    _assert_tiers(ASCII_QUESTION, SUGGESTED_ASCII, RELATED_ASCII)
+    _assert_tiers(FOLDER_QUESTION, SUGGESTED_FOLDER, RELATED_FOLDER)
+
+
+@pytest.fixture(autouse=True)
+def _clean(db_ready: None) -> Iterator[None]:
+    """Per-test query_log isolation (the KB itself is module-scoped — the
+    scripted turns never change it)."""
+    with SessionLocal() as db:
+        db.execute(text("TRUNCATE query_log"))
+        db.commit()
+    yield
+    with SessionLocal() as db:
+        db.execute(text("TRUNCATE query_log"))
+        db.commit()
+
+
+# --------------------------------------------------------------------------
+# The pinned tiers (MEASURED with the app's real retrieval over the mock
+# embeddings — see the module docstring's before/after record)
+# --------------------------------------------------------------------------
+
+#: POST-FIX, accented question: the small source LEADS the tier (its
+#: name hit leads the lexical list ⇒ ``fuse`` rank 1 = 1/61, plus the
+#: per-document name-hit bonus 0.005), the five ASCII distractors
+#: follow in measured retrieval order, one of them falls to rank 6.
+SUGGESTED_ACCENTED = [
+    IKEA,
+    "phase_docs/140_pictorial_pdf_pages.md",
+    "phase_docs/148_pdf_text_backfill.md",
+    "phase_docs/152_seaweedfs_blob_ingest.md",
+    "players_handbook/game_night_setup.md",
+]
+RELATED_ACCENTED = ["phase_docs/156_history_source_filter.md"]
+#: POST-FIX, ASCII question (the untouched phase-119 path): same doc,
+#: same #1 slot — the only difference is the measured order of two
+#: distractors that trade places on the extra ``besta`` FTS term.
+SUGGESTED_ASCII = [
+    IKEA,
+    "phase_docs/140_pictorial_pdf_pages.md",
+    "phase_docs/148_pdf_text_backfill.md",
+    "players_handbook/game_night_setup.md",
+    "phase_docs/152_seaweedfs_blob_ingest.md",
+]
+RELATED_ASCII = ["phase_docs/156_history_source_filter.md"]
+#: The folder-map turn (the trigger's own tokens dilute the cosine to
+#: 0.296 — lexical support carries the gate) keeps the same tier.
+SUGGESTED_FOLDER = list(SUGGESTED_ACCENTED)
+RELATED_FOLDER = list(RELATED_ACCENTED)
+#: PRE-FIX (the measured miss, test 2): the folded token never reaches
+#: ``besta``, so the small source has ONE fused term (vector) against
+#: every distractor's TWO (vector + FTS ``build``) and the five
+#: distractors fill the tier — the IKEA doc is rank 6, i.e. the rank-6+
+#: ``related`` remainder. Exactly the live 2026-10-07 under-rank.
+PRE_SUGGESTED_ACCENTED = [
+    "phase_docs/140_pictorial_pdf_pages.md",
+    "phase_docs/148_pdf_text_backfill.md",
+    "phase_docs/152_seaweedfs_blob_ingest.md",
+    "players_handbook/game_night_setup.md",
+    "phase_docs/156_history_source_filter.md",
+]
+PRE_RELATED_ACCENTED = [IKEA]
+
+
+# --------------------------------------------------------------------------
+# Page helpers (the phase-119 house patterns)
+# --------------------------------------------------------------------------
+
+#: Captures the raw SSE ``data:`` payloads of the /api/chat stream (a
+#: response clone read in the background) — wire-level assertions on the
+#: ``done`` frame, independent of the rendering.
+SSE_HOOK = """
+() => {
+  if (window.__sseInstalled) return;
+  window.__sseInstalled = true;
+  window.__sseFrames = [];
+  const origFetch = window.fetch;
+  window.fetch = async function (...args) {
+    const res = await origFetch.apply(this, args);
+    try {
+      const url = typeof args[0] === 'string' ? args[0] : args[0].url;
+      if (url.includes('/api/chat')) {
+        res.clone().text().then((bodyText) => {
+          for (const block of bodyText.split('\\n\\n')) {
+            const line = block.trim();
+            if (line.startsWith('data: ')) {
+              window.__sseFrames.push(line.slice(6));
+            }
+          }
+        });
+      }
+    } catch (e) { /* non-clonable responses: ignored */ }
+    return res;
+  };
+}
+"""
+
+
+def _install_page_hooks(page: Page) -> None:
+    page.evaluate(SSE_HOOK)
+
+
+def _frames(page: Page) -> list[dict[str, Any]]:
+    """The SSE frames captured since the last submit, once the hook's
+    background read settles."""
+    deadline = time.monotonic() + 30.0
+    while True:
+        raw = page.evaluate("() => window.__sseFrames || []")
+        parsed = [json.loads(line) for line in raw if line]
+        if any(f.get("type") == "done" for f in parsed):
+            return parsed
+        if time.monotonic() > deadline:
+            raise AssertionError(
+                f"SSE hook captured no `done` frame (frames so far: "
+                f"{len(parsed)}) — hook install failed?"
+            )
+        time.sleep(0.05)
+
+
+def _done(page: Page) -> dict[str, Any]:
+    return next(f for f in _frames(page) if f.get("type") == "done")
+
+
+def _tool_frames(frames: list[dict[str, Any]]) -> list[dict[str, Any]]:
+    return [f for f in frames if f.get("type") == "tool"]
+
+
+def _submit(page: Page, question: str) -> None:
+    page.evaluate("window.__sseFrames = []")
+    page.fill("#message-input", question)
+    page.click("#send-btn")
+    expect(page.locator(".msg.user .bubble").last).to_contain_text(question)
+
+
+def _wait_settled(page: Page) -> None:
+    expect(page.locator(".msg.brain .bubble").last).not_to_have_text("", timeout=30_000)
+    expect(page.locator("#send-btn")).to_be_enabled(timeout=30_000)
+    expect(page.locator("#send-label")).to_have_text("Send", timeout=30_000)
+
+
+def _last_brain(page: Page) -> Locator:
+    return page.locator(".msg.brain").last
+
+
+def _last_query_log() -> QueryLog:
+    with SessionLocal() as db:
+        rows = db.scalars(select(QueryLog)).all()
+    assert len(rows) == 1, f"expected exactly one query_log row, got {len(rows)}"
+    return rows[0]
+
+
+def _recorded_tiers(row: QueryLog) -> tuple[list[str], list[str]]:
+    """The durable record's tiers (LOCKED A3: the record is the suggested
+    tier followed by the rank-6+ remainder — the wire's only faithful
+    witness of the suggested set, since ``done.sources`` is the READ-DOCS
+    citation surface and ``done.suggestions`` is the deflection chips)."""
+    recorded = [s for s in row.sources.split(", ") if s]
+    return recorded[:5], recorded[5:]
+
+
+# --------------------------------------------------------------------------
+# 1. (task 04 case 1) the accented question puts the 1-doc source in the
+#    suggested top-5 — and it is no longer the rank-6 miss
+# --------------------------------------------------------------------------
+
+
+def test_accented_question_suggests_the_small_source(
+    page: Page, app_url: str, synced_kb: None, db_ready: None
+) -> None:
+    """``How do I build the BESTÅ?`` grounds, and the suggested tier of
+    the turn carries ``ikea_instructions/besta-frame-white__AA-1272068-
+    11-100.md`` — SUGGESTED #1, measured. The suggested set is pinned on
+    the wire through the durable record (LOCKED A3: ``sources`` = the
+    suggested 5, then the rank-6+ remainder): the IKEA doc sits inside
+    the first five entries, and the ``done`` frame's ``related`` list —
+    the rank-6+ tier, the slot it occupied as the live miss — is EMPTY
+    of it. A zero-read grounded turn chips nothing (phase 119 LOCKED
+    A1); the answer renders grounded."""
+    page.set_default_timeout(30_000)
+    login(page, app_url, next="/")
+    _install_page_hooks(page)
+
+    _submit(page, ACCENTED_QUESTION)
+    _wait_settled(page)
+
+    frames = _frames(page)
+    assert _tool_frames(frames) == [], _tool_frames(frames)
+    done = _done(page)
+    assert done["deflected"] is False, done
+    assert done["sources"] == [], done["sources"]
+    # The miss was the IKEA doc landing in the rank-6+ remainder. It is
+    # not there anymore — the tier it belongs to is the suggested one.
+    related = [(s["source"], s["path"]) for s in done["related"]]
+    assert (IKEA_SOURCE, IKEA_DOC) not in related, done["related"]
+    # The ``suggestions`` field is the DEFLECTION contract (title chips
+    # under a weak turn) — a grounded turn carries none, so it can never
+    # be the tier witness (the durable record is, and is asserted below).
+    assert done["suggestions"] == [], done["suggestions"]
+
+    bubble = _last_brain(page).locator(".bubble")
+    expect(bubble).to_contain_text(MOCK_ANSWER_MARKER, timeout=30_000)
+    expect(page.locator(".msg.brain .source-chip")).to_have_count(0)
+    # The de-emphasized rank-6+ row renders — and the doc it used to
+    # hold (the miss) is a distractor now.
+    row = _last_query_log()
+    related_links = page.locator(".msg.brain .related-docs .related-doc")
+    expect(related_links).to_have_count(len(RELATED_ACCENTED))
+    for i, path in enumerate(RELATED_ACCENTED):
+        expect(related_links.nth(i)).to_contain_text(path)
+    expect(related_links.filter(has_text=IKEA)).to_have_count(0)
+
+    assert row.question == ACCENTED_QUESTION
+    assert row.deflected is False
+    suggested, related_record = _recorded_tiers(row)
+    assert suggested == SUGGESTED_ACCENTED, row.sources
+    assert related_record == RELATED_ACCENTED, row.sources
+    assert suggested[0] == IKEA, row.sources
+
+
+# --------------------------------------------------------------------------
+# 2. (task 04 case 1, the hypothesis) the under-rank is MEASURED in both
+#    directions: pre-fix the doc loses the tier, post-fix it wins it
+# --------------------------------------------------------------------------
+
+
+def test_under_rank_is_measured_not_assumed(
+    monkeypatch: pytest.MonkeyPatch, synced_kb: None, db_ready: None
+) -> None:
+    """The phase-162 hypothesis, measured rather than asserted: with the
+    PRE-phase normalizer re-installed (``lower`` + alnum scan, no accent
+    fold) the accented question degrades to the token ``best`` — no name
+    hit — and the SAME retrieval over the SAME KB drops
+    ``ikea_instructions/besta-frame-white__AA-1272068-11-100.md`` out of
+    the suggested top-5 into the rank-6+ remainder (the live miss,
+    reproduced). With the shipped normalizer the folded ``besta`` token
+    name-matches the filename and the doc is suggested #1. Re-running
+    the measurement is the guard: if a future fixture or retriever
+    change ever makes the pre-phase path win, this test fails and the
+    recorded evidence is re-examined instead of trusted."""
+    # The token side of the miss, measured.
+    assert retriever.name_hit_tokens(ACCENTED_QUESTION) == ["build", "besta"]
+    monkeypatch.setattr(retriever, "_normalize_name", _prefix_normalizer)
+    assert retriever.name_hit_tokens(ACCENTED_QUESTION) == ["build", "best"]
+
+    pre_suggested, pre_related, _cosine, _fts = _tiers(ACCENTED_QUESTION)
+    assert IKEA not in pre_suggested, (
+        f"the pre-phase path WINS the tier — the fixture no longer "
+        f"reproduces the miss: {pre_suggested}"
+    )
+    assert pre_suggested == PRE_SUGGESTED_ACCENTED, pre_suggested
+    assert IKEA in pre_related, (
+        f"the miss should surface as the rank-6+ remainder: {pre_related}"
+    )
+    assert pre_related == PRE_RELATED_ACCENTED, pre_related
+
+    monkeypatch.undo()
+    # And the same measurement with the shipped fold: the doc is #1.
+    post_suggested, post_related, _cosine, _fts = _tiers(ACCENTED_QUESTION)
+    assert post_suggested == SUGGESTED_ACCENTED
+    assert post_related == RELATED_ACCENTED
+
+
+# --------------------------------------------------------------------------
+# 3. (task 04 case 2) the ASCII question keeps its phase-119 name hit
+# --------------------------------------------------------------------------
+
+
+def test_ascii_question_still_name_matches(
+    page: Page, app_url: str, synced_kb: None, db_ready: None
+) -> None:
+    """``How do I build a Besta?`` — the question the phase-119 rule
+    already answered — still grounds on the same document (the fold must
+    be behavior-preserving for the ASCII path: ``besta`` normalizes to
+    ``besta`` either way). Same tier position, same durable record,
+    grounded, nothing chipped on a zero-read turn."""
+    page.set_default_timeout(30_000)
+    login(page, app_url, next="/")
+    _install_page_hooks(page)
+
+    _submit(page, ASCII_QUESTION)
+    _wait_settled(page)
+
+    frames = _frames(page)
+    assert _tool_frames(frames) == [], _tool_frames(frames)
+    done = _done(page)
+    assert done["deflected"] is False, done
+    assert done["sources"] == [], done["sources"]
+    expect(_last_brain(page).locator(".bubble")).to_contain_text(
+        MOCK_ANSWER_MARKER, timeout=30_000
+    )
+    expect(page.locator(".msg.brain .source-chip")).to_have_count(0)
+
+    row = _last_query_log()
+    assert row.question == ASCII_QUESTION
+    assert row.deflected is False
+    suggested, related_record = _recorded_tiers(row)
+    assert suggested == SUGGESTED_ASCII, row.sources
+    assert suggested[0] == IKEA, row.sources
+    assert related_record == RELATED_ASCII, row.sources
+
+
+# --------------------------------------------------------------------------
+# 4. (task 04 case 3) the deterministic source inventory — the D2 tail
+# --------------------------------------------------------------------------
+
+
+def test_overview_tail_names_every_source_with_counts(
+    synced_kb: None, db_ready: None
+) -> None:
+    """The stored ``kb_overview`` row ENDS with the mechanical
+    ``Sources: …`` line — one entry per source, exact counts, singular
+    ``doc`` at k=1 — so the 1-document sources are visible to
+    ``<knowledge_base>`` whatever the lossy ``lite`` digest said (the
+    2026-10-07 live finding: a 14-source index outlined as 3 groups).
+    The tail is ONE line, appears exactly once, and sits after the
+    model's outline (the model input never sees it)."""
+    with SessionLocal() as db:
+        rows = db.scalars(select(KbOverview)).all()
+    assert len(rows) == 1, rows
+    content = rows[0].content
+    lines = content.splitlines()
+    assert lines[-1] == INVENTORY, content
+    assert content.count("Sources: ") == 1, content
+    # The ``lite`` outline still leads (the tail is appended, never a
+    # replacement).
+    assert len(lines) >= 2, content
+    assert lines[0].startswith("Knowledge base outline:"), content
+    for source in SOURCE_DOCS:
+        assert source in lines[-1], content
+
+
+# --------------------------------------------------------------------------
+# 5. (task 04 case 4) the out-of-KB control — the gate verdict unchanged
+# --------------------------------------------------------------------------
+
+
+def test_out_of_kb_question_still_deflects(
+    page: Page, app_url: str, synced_kb: None, db_ready: None
+) -> None:
+    """``What is the capital of Mongolia?`` matches nothing in this KB:
+    the A8 verdict stays DEFLECTED (``deflected: true``, ``fts_hits ==
+    0``, weak cosine under the mock-calibrated threshold), the answer
+    carries no citation chips, and the only chips are the ``Maybe try``
+    suggestions. The accent fold must never turn a real miss into a
+    false grounding (the phase-119 battery's deflection sanity,
+    localised)."""
+    page.set_default_timeout(30_000)
+    login(page, app_url, next="/")
+    _install_page_hooks(page)
+
+    _submit(page, DEFLECT_QUESTION)
+    _wait_settled(page)
+
+    done = _done(page)
+    assert done["deflected"] is True, done
+    assert done["sources"] == [], done["sources"]
+    assert 2 <= len(done["suggestions"]) <= 3, done["suggestions"]
+
+    bubble = _last_brain(page)
+    expect(bubble).to_have_class(re.compile(r"is-deflected"))
+    expect(bubble.locator(".source-chip")).to_have_count(0)
+    expect(
+        bubble.locator(".maybe-try .suggestion-chip")
+    ).to_have_count(len(done["suggestions"]))
+
+    row = _last_query_log()
+    assert row.question == DEFLECT_QUESTION
+    assert row.deflected is True
+    assert row.fts_hits == 0, row.fts_hits
+    assert row.top_score < 0.30, row.top_score
+
+
+# --------------------------------------------------------------------------
+# 6. (task 04 case 3 / D3) the stored accented body stays grep-matchable
+# --------------------------------------------------------------------------
+
+
+def test_grep_folds_the_accented_body(synced_kb: None, db_ready: None) -> None:
+    """The content layer of the same miss: the stored body spells the
+    product ``BESTÅ`` only, and the agent's ``grep`` tool folds BOTH the
+    pattern and the line — so the ASCII pattern ``besta`` finds the
+    accented line (the pre-fold tool returned nothing, which is why the
+    live turn gave up on a document it had already opened), and the
+    accented pattern still matches itself."""
+    with SessionLocal() as db:
+        stored = db.scalar(
+            select(Document).where(
+                Document.source == IKEA_SOURCE, Document.path == IKEA_DOC
+            )
+        )
+    assert stored is not None
+    assert "BESTÅ" in stored.content
+
+    ascii_hits = grep_document(stored.content, "besta")
+    assert any("BESTÅ" in line for _no, line in ascii_hits), ascii_hits
+    accented_hits = grep_document(stored.content, "BESTÅ")
+    assert [line for _no, line in accented_hits] == [line for _no, line in ascii_hits]
+    # A pattern that is not the name still finds nothing (the fold is an
+    # accent bridge, not a wildcard).
+    assert grep_document(stored.content, "bestaa") == []
+
+
+# --------------------------------------------------------------------------
+# 7. the prompt-level witness — the 1-doc source's folder line rides the
+#    HIGH prompt with the suggested tier
+# --------------------------------------------------------------------------
+
+
+def test_suggested_folder_lines_carry_the_small_source(
+    page: Page, app_url: str, synced_kb: None, db_ready: None
+) -> None:
+    """The accented question + the mock's ``repeat your folder map``
+    trigger ⇒ the answer ends with the suggested-folder lines VERBATIM.
+    The 1-doc source contributes ``ikea_instructions/:`` — a header with
+    no sibling entries, because its only document IS the suggested doc —
+    the visible proof the small source reached the prompt with the
+    tier."""
+    page.set_default_timeout(30_000)
+    login(page, app_url, next="/")
+    _install_page_hooks(page)
+
+    _submit(page, FOLDER_QUESTION)
+    _wait_settled(page)
+
+    frames = _frames(page)
+    assert _tool_frames(frames) == [], _tool_frames(frames)
+    done = _done(page)
+    assert done["deflected"] is False, done
+    bubble = _last_brain(page).locator(".bubble")
+    expect(bubble).to_contain_text(MOCK_ANSWER_MARKER, timeout=30_000)
+    expect(bubble).to_contain_text("ikea_instructions/:")
+
+    row = _last_query_log()
+    assert row.deflected is False
+    suggested, _related = _recorded_tiers(row)
+    assert suggested == SUGGESTED_FOLDER, row.sources

tests/fixtures/recallkb/ikea_instructions/besta-frame-white__AA-1272068-11-100.md

@@ -0,0 +1,25 @@
+# Assembly Instructions
+
+Article number 127.206.11 — revision 4
+
+Cam bolt 130618 · wall bracket 141413 · leveling foot 303154 · dowel 518041
+
+## Package contents
+
+- 1 x frame, white, 60 x 20 x 60 cm
+- 2 x side panels
+- 1 x back panel, hardboard
+- 12 x cam bolts with sleeve nuts
+- 1 bag of dowels
+
+## Assembly
+
+Insert sleeve nuts into the drilled holes, draw both side panels against the
+frame, tighten each cam bolt a quarter turn. Attach back panel with nails
+supplied, keeping it square and level. Fix wall bracket using plugs matched to
+wall material — furniture of this depth must always be secured.
+
+## Product name
+
+BESTÅ frame, white, 60 x 20 x 60 cm, AA 1272068 11 100. Wipe with a soft
+cloth dampened in water or a mild cleaner. Never soak the edges.

tests/fixtures/recallkb/phase_docs/140_pictorial_pdf_pages.md

@@ -0,0 +1,11 @@
+# Pictorial PDF pages
+
+How do I build a retrievable text layer for a scanned manual? Build one page
+image per PDF page, build an image description for each page, then build the
+index from those descriptions. The ASCII besta assembly PDF was the first
+manual to go through this path.
+
+- build page images at 1400 px
+- build one description per page image
+- build chunks from descriptions, never from pixel guesses
+- besta manual: 24 scanned pages, 24 descriptions

tests/fixtures/recallkb/phase_docs/148_pdf_text_backfill.md

@@ -0,0 +1,9 @@
+# PDF text backfill
+
+Backfill plan for scanned manuals. A manual that arrives without a text layer
+needs one before it can answer anything: run the pictorial page path, build
+descriptions for every page, keep the original page order.
+
+- build: render, describe, index
+- besta shelf PDF: 24 scanned pages, no embedded text
+- question asked twice in review: how do I build this layer?

tests/fixtures/recallkb/phase_docs/152_seaweedfs_blob_ingest.md

@@ -0,0 +1,8 @@
+# SeaweedFS blob ingest
+
+Object-store notes. Mount first, upload second.
+
+- mount fs://manuals before the first upload
+- build the volume list, then copy the scan batch
+- besta scan batch: fs://manuals/2026-09/besta-scans.tar
+- checksum every archive after the copy

tests/fixtures/recallkb/phase_docs/156_history_source_filter.md

@@ -0,0 +1,8 @@
+# History source filter
+
+Turn history keeps the source each answer came from, so a filter can narrow
+the log to one source at a time.
+
+- filter chip per source, sourced from turn history
+- a build log entry records the source it indexed
+- rerunning a question with a filter never rewrites history

tests/fixtures/recallkb/players_handbook/game_night_setup.md

@@ -0,0 +1,7 @@
+# Game night setup
+
+Room notes, games side of the shelf wall.
+
+- besta unit holds box library; top shelf for dice trays
+- build tray insert before next session
+- keep rules binder beside clock, never stacked on besta top

tests/fixtures/retrieval_battery.txt

@@ -1,4 +1,6 @@
-# Phase 119 retrieval battery (task 06, D6) — the 1,000-doc live replica.
+# Retrieval battery — phase 119 (task 06, D6) + phase 162 (task 04, D5),
+# run against the 1,000-doc live replica:
+#   uv run python -m scripts.eval_retrieval --from-file tests/fixtures/retrieval_battery.txt
 #
 # Gate (per the phase overview, post-phase measured numbers):
 #   1-3. each name question's suggested top-5 contains its canonical doc:
@@ -10,8 +12,32 @@
 #   5. deflection sanity: the out-of-KB question's gate verdict + fts
 #      count match the pre-phase replica run (HIGH, fts_hits=5) — the
 #      name-hit change must not move it.
+#
+# Phase 162 appends the Besta pair (the 2026-10-07 live miss). Gate: the
+# suggested top-5 must contain the IKEA doc — ASCII filename
+# `ikea_instructions/besta-frame-white__AA-1272068-11-100.pdf`, body that
+# spells the product `BESTÅ` only — for BOTH spellings: the accented one
+# needs the phase-162 question-side fold (D1) to bridge ASCII filename ←
+# accented question, the ASCII one is the phase-119 path (regression).
+# Either way ASCII `besta` documents must not outrank the doc that names
+# the product.
+#
+#   SKIPPED LOUDLY on the local replica (the phase-140 precedent): the
+#   2026-09-05 snapshot carries NO `ikea_instructions`-class source —
+#   `grep -c -i ikea data/bor_live_kb_replica.dump.sql` = 0, and
+#   `SELECT DISTINCT source FROM documents` after the restore lists the
+#   sources without it (verify, don't assume). The two questions still
+#   run and must behave like any out-of-KB ask (no crash, no false
+#   grounding on a doc that never named the product); the gate on the
+#   rank itself can only close on a KB that has the source (owner's live
+#   KB). The fixture that DOES reproduce the miss end-to-end is
+#   tests/e2e/test_search_recall_small_sources.py over
+#   tests/fixtures/recallkb (pre-fix ranks measured there, both
+#   directions).
 How do I deploy gitea?
 How do I deploy forgejo?
 How do I set up the gateway?
 Do you have notes on the qwen 3.8 27b model?
 What is the capital of Mongolia?
+How do I build a Besta?
+How do I build the BESTÅ?

tests/integration/test_import_docs_overview.py

@@ -239,10 +239,11 @@ def test_changed_import_writes_overview_row(
     by_role = {m["role"]: m["content"] for m in llm.chat_calls[3]}
     assert "FOLDER_SUMMARY_MODE" in by_role["system"]
     assert by_role["user"].splitlines()[0] == "Folder: MyDocs"
-    # The model's outline lands in the single row.
+    # The model's outline lands in the single row, followed by the
+    # phase-162 deterministic source inventory (LOCKED A2).
     row = _row(db)
     assert row is not None
-    assert row.content == "Summary of MyDocs"
+    assert row.content == "Summary of MyDocs\nSources: MyDocs (2 docs)"
     assert row.updated_at is not None
     # The phase's required log line (PLAN §9).
     assert any("overview: regenerated docs=2 chars=" in r.getMessage() for r in records)
@@ -274,7 +275,8 @@ def test_unchanged_reimport_does_not_call_lite(
     )
     assert len(llm.chat_calls) == 4  # no new lite call
     row = _row(db)
-    assert row is not None and row.content == "Summary of MyDocs"
+    assert row is not None
+    assert row.content == "Summary of MyDocs\nSources: MyDocs (2 docs)"
     assert _version(db) == 1  # phase 53: an unchanged re-run never bumps
 
 
@@ -345,7 +347,8 @@ def test_limit_run_skips_overview(
     # lite call; the overview + folder gates skip under --limit.
     assert len(llm.chat_calls) == 5
     row = _row(db)
-    assert row is not None and row.content == "Summary of MyDocs"
+    assert row is not None
+    assert row.content == "Summary of MyDocs\nSources: MyDocs (2 docs)"
     assert _version(db) == 1  # phase 53: --limit debug runs never bump
 
 
@@ -462,5 +465,8 @@ def test_overview_outline_names_the_newest_docs_when_the_cap_bites(
     # would have been "mydocs old 01 md old 01 summary of" (the oldest
     # batch) — the "summaries only up to phase 113" shape this pin
     # forbids.
-    assert row.content == "Knowledge base outline:\n- mydocs zz new 03 md zz new 03"
+    assert row.content == (
+        "Knowledge base outline:\n- mydocs zz new 03 md zz new 03\n"
+        "Sources: MyDocs (6 docs)"
+    )
     assert "old" not in row.content  # no oldest-batch token may survive the cut

tests/unit/test_agent.py

@@ -367,7 +367,8 @@ def test_agent_tools_names_and_parameters() -> None:
     # teaching no-match line instead of a trusted miss.
     assert grep["description"] == (
         "Search the indexed documents for an exact string "
-        "(case-insensitive) and return up to 20 matching lines "
+        "(case- and accent-insensitive — accents fold: `besta` "
+        "matches `BESTÅ`) and return up to 20 matching lines "
         "as `source/path:line: text` — a locator, not a "
         "context-adder: read the winner with `read` — for a "
         "large document, use the reported line number as "
@@ -387,8 +388,11 @@ def test_agent_tools_names_and_parameters() -> None:
     assert set(grep_params["properties"]) == {"pattern", "path"}
     assert all(p["type"] == "string" for p in grep_params["properties"].values())
     assert grep_params["properties"]["pattern"]["description"] == (
-        "The exact text to search for (a plain substring, "
-        "not a regex — no '.*', no '\\.', no character classes)"
+        "The exact text to search for (a plain "
+        "substring — case- and accent-insensitive, "
+        "accents fold: `besta` matches `BESTÅ` — "
+        "not a regex — no '.*', no "
+        "'\\.', no character classes)"
     )
     # Phase 72 (task 02): the bare-path contract is stated up front;
     # task 05 (live gate iterations 1-8): the one-known-document clause
@@ -4000,6 +4004,27 @@ def test_origin_lines_image_doc_keeps_marker_position(
 # ---------- grep (the phase-68 A5 contract under the new name) ----------
 
 
+def test_grep_document_folds_accents_both_ways() -> None:
+    """Phase 162 (LOCKED A3): grep folds BOTH the pattern and each line
+    through the shared ``app.rag.retriever._fold`` plus lowercase — an
+    ASCII pattern hits accented content and an accented pattern hits
+    ASCII content, one fold, never drifting from the name-hit path."""
+    # ASCII pattern, accented content.
+    assert agent.grep_document("The BESTÅ frame (AA-1272068-11-100)", "besta") == [
+        (1, "The BESTÅ frame (AA-1272068-11-100)")
+    ]
+    assert agent.grep_document("line one\nBÅsta shelf\nline three", "basta") == [
+        (2, "BÅsta shelf")
+    ]
+    assert agent.grep_document("café-au-lait", "cafe") == [(1, "café-au-lait")]
+    # Accented pattern, ASCII content — the pattern's own accents fold.
+    assert agent.grep_document("The besta frame", "BESTÅ") == [(1, "The besta frame")]
+    # A genuinely non-matching folded pattern still returns no lines.
+    assert agent.grep_document("The besta frame", "bestb") == []
+    # The fold bridges Ä/Ö/Ü/ß too (the same _fold as name matching).
+    assert agent.grep_document("Straße", "strasse") == [(1, "Straße")]
+
+
 def test_grep_document_case_insensitive_line_numbers() -> None:
     """Case-insensitive fixed substring, 1-based line numbers, file order,
     repeated matches within a line collapse to one match (grep semantics)."""

tests/unit/test_overview.py

@@ -5,7 +5,11 @@ per-document user lines (source/path/title/first summary line), and the
 input cap with the shared ``[…truncated…]`` marker. The loader and
 regenerator tests run against the local compose Postgres (preferred —
 real single-row upsert), skipping with clear instructions when the stack
-is not up — same pattern as ``test_importer.py``.
+is not up — same pattern as ``test_importer.py``. The phase-162 section
+pins the deterministic ``Sources: …`` inventory tail (LOCKED A2): the
+format/order/counts, the 1-doc survival, the happy-path stored content,
+the byte-identical zero-doc / ``LLMError`` paths, and the byte-identical
+model input.
 """
 from __future__ import annotations
 
@@ -15,7 +19,7 @@ import uuid
 from datetime import UTC, datetime, timedelta
 
 import pytest
-from sqlalchemy import text
+from sqlalchemy import select, text
 from sqlalchemy.orm import Session
 
 from app.config import Settings, get_settings
@@ -25,6 +29,7 @@ from app.rag.overview import (
     KB_OVERVIEW_MODE,
     OVERVIEW_INSTRUCTION,
     SYSTEM_PROMPT,
+    _source_inventory,
     build_overview_prompt,
     load_kb_overview,
     regenerate_overview,
@@ -302,11 +307,13 @@ def test_regenerate_happy_path_creates_single_row_id_1(
             row = db.get(KbOverview, 1)
             assert row is not None, "the single row must be upserted"
             assert row.id == 1
-            assert row.content == REPLY
+            # Phase 162 (LOCKED A2): the stored content carries the
+            # deterministic source-inventory tail after the model text.
+            assert row.content == REPLY + "\nSources: Homelab (2 docs)"
             assert row.updated_at is not None
             age = datetime.now(UTC) - row.updated_at
             assert age.total_seconds() < 300, "updated_at must be a fresh UTC timestamp"
-            assert f"overview: regenerated docs=2 chars={len(REPLY)}" in caplog.text
+            assert f"overview: regenerated docs=2 chars={len(row.content)}" in caplog.text
     finally:
         _truncate_documents(db)
 
@@ -324,7 +331,7 @@ def test_regenerate_updates_existing_row_in_place(db: Session, clean_overview) -
         assert count == 1, "still exactly one row after the re-generation"
         row = db.get(KbOverview, 1)
         assert row is not None
-        assert row.content == REPLY  # replaced, not appended
+        assert row.content == REPLY + "\nSources: Homelab (1 doc)"  # replaced, not appended
         assert row.updated_at is not None and row.updated_at > past
     finally:
         _truncate_documents(db)
@@ -511,4 +518,135 @@ def test_regenerate_opens_own_session_when_none(db: Session, clean_overview) ->
 
     assert ok is True
     row = db.get(KbOverview, 1)  # fresh lookup via the test session
-    assert row is not None and row.content == REPLY
+    assert row is not None and row.content == REPLY + "\nSources: Homelab (1 doc)"
+
+
+# ---------- phase 162: the deterministic source inventory (LOCKED A2) -------
+
+
+def test_source_inventory_format_counts_and_catalog_order() -> None:
+    """Exact format, singular/plural, and catalog order: one entry per
+    DISTINCT source — ``<name> (<k> doc|docs)`` joined with ``, ``
+    behind ``Sources: ``, ordered ``source, path`` (the scrambled
+    input rows prove the catalog order is the OUTPUT order, not the
+    recency-first order of the rows the generator reads)."""
+    rows = [
+        ("b", "x.md", "X", None),
+        ("a", "y.md", "Y", None),
+        ("c", "p1.md", "P1", None),
+        ("b", "z.md", "Z", None),
+        ("c", "p2.md", "P2", None),
+        ("c", "p3.md", "P3", None),
+    ]
+    assert _source_inventory(rows) == "Sources: a (1 doc), b (2 docs), c (3 docs)"
+
+
+def test_source_inventory_keeps_a_one_doc_source_visible() -> None:
+    """The 2026-10-07 ``ikea_instructions`` case: a 1-doc source among
+    many appears with ``(1 doc)`` — no source is invisible to
+    ``<knowledge_base>``, whatever the ``lite`` outline says."""
+    rows = [
+        ("gufo", "a.md", "A", None),
+        (
+            "ikea_instructions",
+            "besta-frame-white__AA-1272068-11-100.md",
+            "Assembly Instructions",
+            None,
+        ),
+        ("gufo", "b.md", "B", None),
+        ("players_handbook", "core.md", "Core", None),
+    ]
+    assert _source_inventory(rows) == (
+        "Sources: gufo (2 docs), ikea_instructions (1 doc), "
+        "players_handbook (1 doc)"
+    )
+
+
+def test_regenerate_appends_the_inventory_tail_to_the_stored_content(
+    db: Session, clean_overview, caplog: pytest.LogCaptureFixture
+) -> None:
+    """Happy path, exact pin on the fake's fixed output: the stored row
+    = model text (trailing newlines rstripped) + ``\\n`` + the inventory
+    line; the log's chars = the FULL stored content, tail included."""
+    _truncate_documents(db)
+    try:
+        _add_doc(db, "players_handbook", "rpg.md", "RPG")
+        _add_doc(db, "Homelab", "b.md", "B")
+        _add_doc(db, "Homelab", "a.md", "A")
+        llm = _FakeLLM(reply=REPLY + "\n\n")
+        expected = REPLY + "\nSources: Homelab (2 docs), players_handbook (1 doc)"
+        with caplog.at_level(logging.INFO, logger="app.rag.overview"):
+            ok = asyncio.run(regenerate_overview(llm, db))
+            assert ok is True
+            row = db.get(KbOverview, 1)
+            assert row is not None
+            assert row.content == expected  # no blank line before the tail
+            assert f"overview: regenerated docs=3 chars={len(expected)}" in caplog.text
+    finally:
+        _truncate_documents(db)
+
+
+def test_regenerate_model_input_never_gains_the_inventory_tail(
+    db: Session, clean_overview
+) -> None:
+    """The model input is byte-identical to the pre-phase prompt: the
+    user message the fake received equals ``build_overview_prompt`` for
+    the same catalogue rows — the tail is never sent to ``lite``."""
+    _truncate_documents(db)
+    try:
+        _add_doc(db, "Homelab", "a.md", "A", "A summary.\nSource: Homelab/a.md")
+        _add_doc(db, "Deployments", "b.yaml", "B")
+        llm = _FakeLLM()
+        assert asyncio.run(regenerate_overview(llm, db)) is True
+        rows = db.execute(
+            select(Document.source, Document.path, Document.title, Document.summary)
+            .order_by(Document.created_at.desc(), Document.source, Document.path)
+        ).all()
+    finally:
+        _truncate_documents(db)
+
+    user = next(m["content"] for m in llm.messages if m["role"] == "user")
+    _, expected_user = build_overview_prompt([tuple(r) for r in rows])
+    assert user == expected_user
+    assert "Sources:" not in user
+
+
+def test_regenerate_zero_docs_keeps_tailless_pre_phase_row(
+    db: Session, clean_overview
+) -> None:
+    """Zero-doc early return: byte-identical pre-phase behavior — the
+    pre-phase (tail-less) row survives untouched, no tail is invented."""
+    db.execute(text("DELETE FROM kb_overview"))
+    pre_phase_row = "- Old outline\n- from before phase 162"
+    db.add(KbOverview(id=1, content=pre_phase_row))
+    db.commit()
+    _truncate_documents(db)
+    llm = _FakeLLM()
+    ok = asyncio.run(regenerate_overview(llm, db))
+    assert ok is False
+    assert llm.calls == 0
+    row = db.get(KbOverview, 1)
+    assert row is not None and row.content == pre_phase_row
+    assert "Sources:" not in row.content
+
+
+def test_regenerate_llm_error_preserves_an_existing_inventory_tail(
+    db: Session, clean_overview
+) -> None:
+    """The tail is CONTENT: a previous row that already carried a
+    ``Sources: …`` tail survives an ``LLMError`` byte-identically —
+    including the tail (an old outline is better than none)."""
+    db.execute(text("DELETE FROM kb_overview"))
+    previous = "- Old outline\nSources: Homelab (3 docs)"
+    db.add(KbOverview(id=1, content=previous))
+    db.commit()
+    _truncate_documents(db)
+    try:
+        _add_doc(db, "Homelab", "a.md", "A")
+        llm = _FakeLLM(fail=LLMError("simulated lite-model failure"))
+        ok = asyncio.run(regenerate_overview(llm, db))
+        assert ok is False
+        row = db.get(KbOverview, 1)
+        assert row is not None and row.content == previous
+    finally:
+        _truncate_documents(db)

tests/unit/test_prompt_lock.py

@@ -17,6 +17,7 @@ import hashlib
 from app.rag.prompts import (
     ORIGIN_RULE,
     PERSONA,
+    SEARCH_DISCIPLINE_RULE,
     SUGGEST_INTRO,
     TOOLS_SECTION,
     _base,
@@ -87,9 +88,34 @@ def test_high_and_low_bases_byte_locked() -> None:
 #: inserted — the prefix (the ``ls``-clause opening) and the suffix
 #: (the discipline-rules ending) survived byte-identical, so they are
 #: the same anchors as pre-phase-145; the pre-phase-145 sha/length are
-#: kept below for the diff-style pin.
-TOOLS_SECTION_SHA256 = "41a84885be98d4e15b95205694d59d364296a30e27758d39ae737881d5bacaa7"
-TOOLS_SECTION_LEN = 3279
+#: kept below for the chained diff-style pin. RE-CUT again for phase 162
+#: (task 03, LOCKED A3+A4): the ``grep`` sentence's ``(case-insensitive)``
+#: parenthetical widened to the folded contract ``(case- and
+#: accent-insensitive — accents fold: besta matches BESTÅ)``, and the
+#: LOCKED search-discipline sentence (:data:`SEARCH_DISCIPLINE_RULE`) was
+#: inserted immediately after the grep sentence (before the ``For a normal
+#: search pass`` clause). Only those two byte-groups moved — the prefix
+#: (the ``ls``-clause opening) and the suffix (the discipline-rules
+#: ending) survive byte-identical; the pre-phase-162 sha/length are kept
+#: below for the chained diff-style pin.
+TOOLS_SECTION_SHA256 = "988642f9dc6bb2a4a1d44a83b5368ff4cdb9df4e181b2fe3dc2fb241b1857595"
+TOOLS_SECTION_LEN = 3818
+
+# The pre-phase-162 anchors — the section BEFORE phase 162's grep-fold +
+# search-discipline insertion. Kept for the chained diff-style pin.
+TOOLS_SECTION_PRE_PHASE_162_SHA256 = (
+    "41a84885be98d4e15b95205694d59d364296a30e27758d39ae737881d5bacaa7"
+)
+TOOLS_SECTION_PRE_PHASE_162_LEN = 3279
+
+# The grep contract parenthetical exactly as it changed in phase 162
+# (LOCKED A3): the pre-phase ``(case-insensitive)`` vs the folded one now
+# embedded in ``TOOLS_SECTION``. Used to revert phase 162 for the diff pin.
+_GREP_CONTRACT_PRE_PHASE_162 = "(case-insensitive)"
+_GREP_CONTRACT_PHASE_162 = (
+    "(case- and accent-insensitive — accents fold: `besta` matches `BESTÅ`)"
+)
+
 TOOLS_SECTION_PREFIX = (
     "<tools>\n"
     "You may extend your context with three tools. `ls` lists the "
@@ -159,19 +185,46 @@ def test_tools_section_origin_rule_verbatim_at_its_position() -> None:
     ) in TOOLS_SECTION
 
 
-def test_tools_section_origin_rule_is_the_only_byte_change() -> None:
-    """Phase 145 (task 02) diff-style pin: the section's OTHER bytes are
-    byte-identical to pre-phase — the pre-phase section with ONLY the new
-    sentence-group inserted. Removing the rule (and the single space
-    that now separates it from the ``grep`` clause) reproduces the
-    pre-phase-145 section byte-for-byte (sha + length), and the length
-    delta is exactly the rule's length plus that one inserted space."""
-    assert len(TOOLS_SECTION) == (
-        TOOLS_SECTION_PRE_PHASE_145_LEN + len(ORIGIN_RULE) + 1
-    )
-    pre_phase = TOOLS_SECTION.replace(ORIGIN_RULE + " ", "")
-    assert len(pre_phase) == TOOLS_SECTION_PRE_PHASE_145_LEN
-    assert _sha256(pre_phase) == TOOLS_SECTION_PRE_PHASE_145_SHA256
+def test_tools_section_search_discipline_rule_verbatim_at_its_position() -> None:
+    """Phase 162 (task 03, LOCKED A4): the search-discipline rule is
+    LOCKED verbatim and sits at its EXACT position — immediately after
+    the grep sentence (the ``…retry with the plain text you expect to
+    see.`` clause) and BEFORE the ``For a normal search pass`` clause.
+    The rule + its exact boundaries are pinned as one contiguous span, so
+    a move or re-spelling of ANY byte fails."""
+    assert SEARCH_DISCIPLINE_RULE in TOOLS_SECTION
+    assert TOOLS_SECTION.count(SEARCH_DISCIPLINE_RULE) == 1  # exactly once
+    assert (
+        "retry with the plain text you expect to see. "
+        + SEARCH_DISCIPLINE_RULE
+        + " For a normal search pass only `pattern`"
+    ) in TOOLS_SECTION
+
+
+def test_tools_section_grep_fold_contract_present() -> None:
+    """Phase 162 (task 03, LOCKED A3): the grep sentence now states the
+    FOLDED contract — the ``(case-insensitive)`` parenthetical is replaced
+    byte-for-byte by the folded one, and the old one is gone."""
+    assert _GREP_CONTRACT_PHASE_162 in TOOLS_SECTION
+    assert _GREP_CONTRACT_PRE_PHASE_162 not in TOOLS_SECTION
+
+
+def test_tools_section_phase162_and_145_are_the_only_byte_changes() -> None:
+    """Chained diff-style pin: the ONLY byte changes are phase 162's (the
+    folded grep contract + :data:`SEARCH_DISCIPLINE_RULE`) and phase 145's
+    (:data:`ORIGIN_RULE`). Reverting phase 162 (drop the rule + its
+    separating space, restore the pre-phase grep parenthetical) reproduces
+    the pre-phase-162 section byte-for-byte; reverting the origin rule on
+    top of that reproduces the pre-phase-145 section byte-for-byte."""
+    # Revert phase 162 -> pre-phase-162.
+    pre_162 = TOOLS_SECTION.replace(SEARCH_DISCIPLINE_RULE + " ", "")
+    pre_162 = pre_162.replace(_GREP_CONTRACT_PHASE_162, _GREP_CONTRACT_PRE_PHASE_162)
+    assert len(pre_162) == TOOLS_SECTION_PRE_PHASE_162_LEN
+    assert _sha256(pre_162) == TOOLS_SECTION_PRE_PHASE_162_SHA256
+    # Revert phase 145 -> pre-phase-145.
+    pre_145 = pre_162.replace(ORIGIN_RULE + " ", "")
+    assert len(pre_145) == TOOLS_SECTION_PRE_PHASE_145_LEN
+    assert _sha256(pre_145) == TOOLS_SECTION_PRE_PHASE_145_SHA256
 
 
 # ---------- the LOW prompt's locked DEFLECT_MODE body ----------

tests/unit/test_prompts.py

@@ -50,6 +50,7 @@ from app.models import Document
 from app.rag.prompts import (
     ORIGIN_RULE,
     PERSONA,
+    SEARCH_DISCIPLINE_RULE,
     SHOW_IMAGE_CLAUSE,
     SUGGEST_INTRO,
     TOOLS_SECTION,
@@ -286,14 +287,14 @@ def test_tools_section_markers_and_new_tool_names() -> None:
 
 def test_tools_section_teaches_the_harness_shapes() -> None:
     """Copy pins: ``ls``'s phase-63 catalog-line format, ``grep``'s
-case-insensitive exact-string locator contract (up to 20
+case- and accent-insensitive exact-string locator contract (up to 20
 ``source/path:line: text`` lines, a locator not a context-adder),
 and ``read``'s combined ``source/path`` + full content. (Phase 72:
 the source-name scope clause and the combined-identity clause are
 pinned byte-for-byte in
 :func:`test_tools_section_phase72_contract_clauses`.)"""
     assert "source: X | path: Y | title: Z" in TOOLS_SECTION
-    assert "case-insensitive" in TOOLS_SECTION
+    assert "case- and accent-insensitive" in TOOLS_SECTION  # phase 162 fold
     assert "up to 20" in TOOLS_SECTION
     assert "source/path:line: text" in TOOLS_SECTION
     assert "locator, not a context-adder" in TOOLS_SECTION
@@ -414,20 +415,28 @@ def test_tools_section_phase118_summary_seed_read_clause() -> None:
         "| path: Y | title: Z`; to find one specific document without "
         "listing, use `grep`."
     ) in TOOLS_SECTION
-    # The grep clause — byte-identical.
+    # The grep clause — folded contract (phase 162, LOCKED A3), up to the
+    # search-discipline sentence, byte-identical.
     assert (
-        "`grep` locates an exact string (case-insensitive) in the "
+        "`grep` locates an exact string (case- and accent-insensitive — "
+        "accents fold: `besta` matches `BESTÅ`) in the "
         "indexed documents and returns up to 20 matching "
         "`source/path:line: text` lines — a locator, not a "
         "context-adder: read the winner with `read`. A grep pattern "
         "is a plain substring, NEVER a regex — '.*' and '\\.' are "
         "literal text there; if such a pattern returns no matches, "
-        "retry with the plain text you expect to see. For a normal "
-        "search pass only `pattern` — its optional `path` argument "
-        "limits the search to one document you already know, by the "
-        "same combined `source/path` string; never a source name — a "
-        "bare document path (without the source name) will not "
-        "resolve there either."
+        "retry with the plain text you expect to see. "
+    ) in TOOLS_SECTION
+    # The LOCKED search-discipline sentence sits immediately after the
+    # grep sentence, before the path clause (phase 162, LOCKED A4).
+    assert (
+        "retry with the plain text you expect to see. "
+        + SEARCH_DISCIPLINE_RULE
+        + " For a normal search pass only `pattern` — its optional "
+        "`path` argument limits the search to one document you already "
+        "know, by the same combined `source/path` string; never a "
+        "source name — a bare document path (without the source name) "
+        "will not resolve there either."
     ) in TOOLS_SECTION
     # The discipline rules — byte-identical.
     assert (

tests/unit/test_retriever.py

@@ -1346,3 +1346,156 @@ def test_bonus_lives_in_the_selection_layer_only() -> None:
         rc.chunk_id: (rc.score, rc.cosine, rc.fts_hit, rc.name_hit) for rc in chunks
     }
     assert before == after
+
+
+# ---------------------------------------------------------------------------
+# Phase 162, D1 — the accent-folded name normalization (LOCKED A1): the
+# 2026-10-07 live gap, the ASCII filename vs the accented content layer
+# (``besta`` <-> ``BESTÅ``, both directions, ONE function)
+# ---------------------------------------------------------------------------
+
+from app.rag.retriever import _fold, _name_parts  # noqa: E402
+
+
+def test_fold_accent_ligature_and_sharp_s_cases() -> None:
+    """The shared accent fold (phase 162, LOCKED A1): NFKD decomposition,
+    combining marks dropped — ``Å/å → a``, ``Ä/Ö/Ü → a/o/u`` (the letter
+    survives, the mark drops), ``ß → ss`` (the Unicode fold —
+    ``str.casefold``; NFKD alone leaves ``ß`` intact), the ``fi`` ligature
+    ``→ fi``, ``ç → c``."""
+    assert _fold("BESTÅ") == "besta"
+    assert _fold("Åsa") == "asa"
+    assert _fold("ÄÖÜäöü") == "aouaou"
+    assert _fold("Straße") == "strasse"
+    assert _fold("fine") == "fine"
+    assert _fold("garçon") == "garcon"
+
+
+def test_fold_survives_non_decomposing_characters() -> None:
+    """Characters with NO decomposition (CJK) survive the fold unchanged —
+    the caller's alnum scan drops them, exactly as pre-phase. Compat-only
+    characters (``①``) NFKD to their ASCII base (``1``); that base is
+    below :data:`NAME_TOKEN_MIN_LEN`, so it never becomes a name token
+    (the name-signal behavior for such characters is unchanged)."""
+    assert _fold("漢字") == "漢字"
+    assert _fold("①") == "1"
+
+
+def test_normalize_name_is_accent_folded() -> None:
+    """``_normalize_name`` = the alnum scan of ``_fold(s.lower())`` —
+    ``Qwen 3.8 → qwen38`` UNCHANGED, ``BESTÅ → besta`` NEW (pre-phase it
+    was ``best``); non-folding characters still drop out (``漢字 → ""``)."""
+    assert _normalize_name("Qwen 3.8") == "qwen38"
+    assert _normalize_name("BESTÅ") == "besta"
+    assert _normalize_name("BÅsta") == "basta"
+    assert _normalize_name("straße") == "strasse"
+    assert _normalize_name("fine") == "fine"
+    assert _normalize_name("garçon") == "garcon"
+    assert _normalize_name("漢字") == ""
+    # Compat-only base survives (``①`` → ``1``) but is a 1-char token —
+    # below the minimum, never a name candidate (see the token test).
+    assert _normalize_name("①") == "1"
+
+
+def test_name_hit_tokens_accented_question_bridges() -> None:
+    """The question side of the bridge: the 2026-10-07 battery question
+    produces the ``besta`` token (pre-phase: ``best`` — the exact list is
+    pinned; ``how``/``do``/``i``/``the`` are below NAME_TOKEN_MIN_LEN).
+    The fold covers every pinned case: ``BESTÅ``, umlauts, ``ß``, the
+    ``fi`` ligature, ``ç``."""
+    assert name_hit_tokens("How do I build the BESTÅ?") == ["build", "besta"]
+    assert name_hit_tokens("how do I fine the Über strasse") == [
+        "fine", "uber", "strasse",
+    ]
+    assert name_hit_tokens("MÖRK ÖVER BÄSTA GARÇON") == [
+        "mork", "over", "basta", "garcon",
+    ]
+
+
+def test_name_hit_tokens_min_length_on_the_folded_form() -> None:
+    """NAME_TOKEN_MIN_LEN is measured on the FOLDED form (``BÄST`` →
+    ``bast`` (4, kept) while ``BÄ`` → ``ba`` (2, dropped)), and
+    non-folding tokens still drop out: ``漢字`` normalizes to ``""`` and
+    ``①`` to the 1-char ``1`` — neither can ever be a candidate. The
+    ``1`` is compat-decomposition (NFKD — LOCKED A1): the ``①`` token
+    itself never survives, and the only footprint a digit-base can leave
+    is a versioned-JOIN artifact (``the`` + ``1`` → ``the1``) whose sole
+    match route is PREFIXING a normalized path part — no real path does,
+    so the name signal for such characters is unchanged."""
+    assert name_hit_tokens("BÄST BÄ") == ["bast"]
+    assert name_hit_tokens("tell me about it ① 漢字") == ["tell", "about"]
+    # The compat-decomposed ``1`` acts as a version token for the join —
+    # pinned as the real behavior (a prefix-class candidate no path hits).
+    assert name_hit_tokens("tell me about the ① 漢字") == [
+        "tell", "about", "the1",
+    ]
+
+
+def test_name_parts_fold_both_the_ascii_and_accented_stem() -> None:
+    """The path side of the bridge: the ASCII IKEA filename yields
+    ``besta`` in the EQUAL set (the stem sub-component — the phase-119
+    A2 case, unchanged), and the accented filename ``BÅsta.md`` yields
+    ``basta`` (the folded stem — already in the equal set via the
+    normalized-stem member, no _name_parts code change)."""
+    _prefix, equal = _name_parts(
+        "ikea/besta-frame-white__AA-1272068-11-100.pdf"
+    )
+    assert "besta" in equal  # sub-component, unchanged
+    _prefix2, equal2 = _name_parts("manuals/BÅsta.md")
+    assert "basta" in equal2  # folded stem — an ASCII question matches it
+
+
+def test_name_hit_chunks_accented_question_hits_ascii_doc() -> None:
+    """The bridge, end to end (direction 1): the accented question
+    ``BESTÅ`` name-hits the ASCII-stem document — the token ``besta``
+    EQUALS the stem sub-component of
+    ``besta-frame-white__AA-1272068-11-100`` (the 2026-10-07 live miss;
+    pre-phase the token was ``best`` and the hit was impossible)."""
+    ikea = _doc(
+        "ikea/besta-frame-white__AA-1272068-11-100.pdf",
+        "MONTERING BÄSTA",
+        source="ikea_instructions",
+    )
+    distractor = _doc("notes/meeting.md", "we discussed besta", source="Brain-of-Reese")
+    session = _FakeSession(
+        [_name_row(ikea), _name_row(distractor)],
+        [_name_hit_lateral_row(ikea)],
+    )
+    out = _name_hit_chunks(session, "How do I build the BESTÅ?")  # pyright: ignore[reportArgumentType]
+    assert [rc.document.path for rc in out] == [ikea.path]
+    assert out[0].name_hit is True
+    assert out[0].fts_hit is True
+    assert out[0].cosine == 0.0
+
+
+def test_name_hit_chunks_ascii_question_hits_accented_doc() -> None:
+    """The bridge, end to end (direction 2): the ASCII question token
+    ``basta`` name-hits the ACCENTED filename ``BÅsta.md`` — the folded
+    stem enters the equal set as ``basta`` (pre-phase the accented stem
+    normalized to ``bsta`` — the ``å`` simply dropped out of the alnum
+    scan — so the match was impossible)."""
+    accented = _doc("manuals/BÅsta.md", "MONTERING", source="ikea_instructions")
+    miss = _doc("manuals/hesta.md", "MONTERING", source="ikea_instructions")
+    session = _FakeSession(
+        [_name_row(accented), _name_row(miss)],
+        [_name_hit_lateral_row(accented)],
+    )
+    out = _name_hit_chunks(session, "How do I assemble the basta shelf?")  # pyright: ignore[reportArgumentType]
+    assert [rc.document.path for rc in out] == [accented.path]
+    assert out[0].name_hit is True
+
+
+def test_name_hit_chunks_fold_preserves_digitless_precision() -> None:
+    """The fold does NOT relax the A2 match classes: the accented token
+    ``déploy`` folds to ``deploy`` and STILL does not hit the
+    ``Deployments/`` document (the part normalizes to ``deployments`` ≠
+    ``deploy`` — titles are never matched, digits never enter); only the
+    exact ``gitea`` component hits."""
+    precision = _doc("Deployments/reeseapps/README.md", "body", title="Deployments")
+    gitea = _doc("notes/gitea.md", "body")
+    session = _FakeSession(
+        [_name_row(precision), _name_row(gitea)],
+        [_name_hit_lateral_row(gitea)],
+    )
+    out = _name_hit_chunks(session, "how do I déploy gitea")  # pyright: ignore[reportArgumentType]
+    assert [rc.document.path for rc in out] == [gitea.path]