Relax the phase-94 folder-summary scope rule from ≥ 2 documents to
≥ 1: a folder (or source root) is a candidate while ANY document
lives under it, so single-file folders and single-file source roots
get their own lite-written description. A row is now pruned only
when its folder loses its last document (vanishes from the
catalogue).
The constant is the single source of truth, so the flip propagates
to the generator's candidate set, the prune pass, the
missing_folder_summaries gap probe (the next sync self-heals the
new gaps), and the KB-tree summary_pending markers (1-doc folders /
sources now read "Summary pending" until their row lands).
Docstrings/comments across app/, scripts/import_docs.py, and the
E2E fixtures updated to the ≥ 1 wording. Unit + integration tests
updated to the new semantics (the pruned-below-minimum scenario is
now a folder losing its LAST doc; single-doc folders are pinned as
candidates/pending). Full suite: 2314 passed, app coverage 99%;
ruff + pyright clean; folder-summary E2E stories pass in isolation
(ls_tree_drilldown, sync_summary_visibility, kb_tree,
kb_tree_nav, document_dates, oneshot_llm_retry).
All completion criteria verified. Everything is green.
**Phase 105 final verification pass — all criteria verified**
- Verified the full implementation in the working tree: `git_sources.include_hidden` column + alembic `0019` (dev DB at head, column present), `iter_importable_files`/`import_sources` flag support with `str(root)`-keyed map used by both walk and progress pre-walk, `GitSourcePatchIn` rename with optional fields, sync/CLI pipeline wiring (OR-collision), and the per-row "Hidden" checkbox + tag + error line on the Sources page
- Unit + integration: `uv run pytest` → exit 0 (2148 tests collected, all pass; this sandbox occasionally swallows pytest's final status line — exit codes verified)
- Coverage: `uv run pytest --cov=app --cov-report=term-missing` → **TOTAL 99%** (3879 stmts, 15 miss) — >90% gate ✓
- Dedicated E2E: `uv run pytest tests/e2e/test_hidden_folders_toggle.py -v --no-cov` → **6 passed in 23.20s** (DB up, in isolation)
- Regression E2E in isolation: `test_source_ignore_paths` 6 passed, `test_git_sources_admin` 6 passed, `test_local_directory_sources` 3 passed, `test_sync_button` 3 passed, `test_smoke` 3 passed
- Lint/types: `uv run ruff check .` + `uv run pyright` → clean (0 errors/warnings)
**Completion criteria:** (1) checkbox persists via PATCH 200 → "hidden on" tag + GET round-trips `include_hidden: true`; failure path reverts box + `role="alert"` canned message ✓; (2) flag OFF byte-identical (only `visible.md` indexed), ON indexes `.hidden/note.md` into the KB catalog, `EXCLUDED_DIRS` excluded both states ✓; (3) A2: flag OFF → `detail.pruned==1`, doc gone from catalog ✓; (4) PATCH bool-only/list-only/both/neither no-op, phase-89 fixed 422s unchanged, 404, anonymous 403 (incl. bool-only body) ✓; (5) env-fallback rows render no checkbox, WCAG-clean (aria-label, keyboard focus, visible label, text tag) ✓; (6) full gate green ✓; (7) commit left to the harness per instructions (no `git add`/`commit` run; phase files untouched).
**Deviations:** none — no defects found; no code changes were needed on this pass.
**Next pending phase:** `.agents/phases/todo/98_sync_summary_visibility`.
All verification is complete — this pass needed no code changes. Final report:
**Phase 91 — Admin Theme tab: final verification pass (all 6 tasks already in `complete/`)**
- Verified pre-paint theming end-to-end: `ui_settings` store + resolver, admin `GET/PUT /api/ui-settings`, `CachingMiddleware` inline-`<style id="bor-theme">` injection before `</head>` (incl. `/shared/<token>` prefix branch, unit-pinned), CSP sha256 exemption for the inline tag, Theme tab shell + `theme.js` editor, CSS-file theming fully retired.
- No defects found; zero changes made — working tree left exactly as the task executors left it.
- Tests: `uv run pytest --cov=app` → 1841 passed, 0 failed (TOTAL coverage **99%**; theming/ui_settings/caching all 100%); `uv run pytest tests/e2e/test_admin_theme_tab.py -v --no-cov` → **5 passed** in isolation.
- Lint/types: `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors, 0 warnings.
- Criteria: (1) unset deployment byte-identical, no `#bor-theme` anywhere — ✓ (unit no-op test + E2E reset byte-compare); `rg "BOR_THEME|themes/"` → single hit is the permitted doc-history comment in `frontend/index.html`. (2) admin-only gate + 403s for anonymous and token users — ✓ (E2E test 3). (3) saved theme inline before `</head>` on every page incl. `/shared/<token>`, computed `--brand` on first paint for admin + anonymous — ✓ (E2E test 2 + unit). (4) reset → byte-identical; 5 contrast pairs warn <4.5:1, non-blocking — ✓ (E2E tests 4–5). (5) suite green, >90% coverage, lint clean — ✓. (6) commit deferred to harness per rules.
- Notable: `.agents/PLAN.md` is absent from the repo — the phase overview's Design section was used as the binding spec; no deviation resulted.
- Next pending phase: **none** — 91 is the last phase in `todo/`.
All verification is complete and green. Final report:
**Phase 90 (upload_no_scan) — final verification pass: all criteria verified, no fixes needed**
- Verified (not re-implemented): all 3 tasks already complete; working tree carries the phase's uncommitted changes
- Upload pipeline: `_run_upload` stops after row upsert; success = `{"message": "uploaded"}`, null/0/0 progress; `UploadOut` removed from `app/schemas.py`; gates/unpack/swap/failed states intact
- Copy: button "Upload", bare "Processing…", result line "Uploaded \<name\> — press Sync sources to import it."; hint + caption re-pointed at Sync; no "Upload &" remnants in `frontend/`
- Tests: `pytest tests/unit/test_git_sources.py tests/integration/test_git_sources_upload.py tests/unit/test_frontend_sync_upload.py` → 56 passed; E2E phase suite `tests/e2e/test_upload_no_scan.py` → 3 passed (zero docs after upload; ignore edit honored by Sync — 2 added, `notes/skipme.md` excluded; re-upload in-place, still zero docs); affected suites `test_archive_upload_sources.py` + `test_sync_upload_progress.py` + `test_source_removal_cleanup.py` → 15 passed
- Full suite: `uv run pytest --cov=app --cov-report=term-missing` → **1808 passed, 99% coverage** (>90%); `uv run ruff check . && uv run pyright` → clean, 0 errors
**Completion criteria:**
1. Upload settles "ready for sync", zero docs, row + ignore editor — ✅ (E2E test 1)
2. Button "Upload", no "Upload &" copy — ✅ (`rg` empty in frontend/, app/, tests/)
3. RAG-page "Sync sources" imports upload honoring edited ignores — ✅ (isolated E2E test 2)
4. Suite green, >90% coverage, lint clean — ✅ (99%, ruff+pyright clean)
5. Atomic commit — ✅ left to harness per executor rules (no git add/commit run; tree staged-ready)
**Deviations:** `regenerate_overview` still appears once in `git_sources.py` — inside `delete_git_source` (phase-69 locked total-removal behavior, not the upload leg; upload leg is scan-free). `.agents/PLAN.md` does not exist in this repo; locked decisions A1–A4 were enforced from the phase files.
**Next pending phase:** `91_admin_theme_tab` (in `todo/`).
All verification complete — TODO.md was already cleared in the roadmap commit; the two extra unit-test diffs are necessary fake-signature adaptations for the new keywords. Everything is green, no fixes were needed.
## Phase 89 — final verification pass: ALL GREEN
**Verified (all 6 task files present in `complete/`):**
- `git_sources.ignore_paths` JSONB column + migration 0013; `alembic downgrade -1 && upgrade head` round-trips (head `0013`)
- Importer: `normalize_ignore_path`/`is_ignored`/`_ignore_for_root`, `ignore` in walk + progress pre-walk, `ignore_by_root` in `import_sources`
- API: GET/POST carry list; admin-only `PATCH` (replace, 404/422 fixed details, anonymous 403)
- Pipelines wired: `_run_sync`, `_run_upload` re-upload, `scripts/import_docs.py`
- Sources-page box: dialog, §7.4 save lifecycle, `N ignored` tag, a11y; env rows get no box
**Test/lint results:**
- `uv run pytest` → 1808 passed
- `uv run pytest --cov=app --cov-report=term-missing` → TOTAL **99%** (>90%)
- `uv run pytest tests/e2e/test_source_ignore_paths.py -v --no-cov` → 6 passed (isolated, DB up)
- Regressions in isolation: `test_git_sources_admin` 6, `test_archive_upload_sources` 5, `test_sync_button` 3, `test_smoke` 3 — all passed
- `uv run ruff check . && uv run pyright` → clean (0 errors)
**Completion criteria:** box→PATCH 200→count+GET round-trip ✅ · sync excludes `ignore/` (no docs/chunks/embeddings/summaries) + prunes newly-ignored (pruned==2) ✅ · no-mid-path rule E2E ✅ · PATCH 404/422/replace/clear/403 ✅ · full gate green ✅ · commit + phase move left to harness per rules.
**Deviations:** none blocking — E2E pins `files == 4` (overview's "5" was an off-by-one vs its own 6-file tree, documented in-test); `tests/unit/test_importer.py` + `test_sync_button.py` test-double fakes extended for the new keywords (needed for the suite to stay green).
**Next pending phase:** none — `todo/` holds only this phase.
Single consolidated commit for four completed, validated phases (77, 78,
79, 80). The pipeline run left all work uncommitted because the harness
commits only with PHASE_COMMIT=1 while child executors are forbidden from
committing; the phases themselves all passed validation and moved to
.agents/phases/complete/.
Phase 77 — navbar view refresh
- router.js dispatches bor:view-refresh on re-show / active re-click /
popstate (gated on wasMounted; first show and boot exempt)
- History / RAG / Sources / Tuning re-fetch on refresh (admin branch);
Chat deliberately excluded (stream survival)
- History "Refresh" button (admin-only, in-flight disable + status line)
- New story suite tests/e2e/test_navbar_refresh.py (7 tests)
Phase 78 — static background
- Removed the animated glow layers; static 44px grid over the flat --bg
canvas; default and reduced-motion renders byte-identical
- Updated background/theme E2E suites; removed bg-glow test pins
Phase 79 — API tokens
- api_tokens model + migration 0012; hash-only token service
- Admin tokens API + Tokens admin view; POST /api/token-auth;
live-revoking require_user on chat / suggestions / document content
- Frontend token gate with localStorage cache; anonymous E2E suites
migrated to token login
- New story suite tests/e2e/test_api_tokens.py (9 tests)
Phase 80 — history suggestion chips
- last_questions() endpoint with SEED fallback; startNewChat() refetch
- Seed-semantics docs (config.py, .env.example, README)
- Integration state matrix + E2E suite rewritten to the 4 chip states
Also included: phase-76 report artifacts and the repo restore-test-db
skill (previously untracked), scripts/* ruff fixes from phase 77.
Final gate state (phase 80 final pass, covers everything above):
- uv run pytest --cov=app → 1637 passed, 0 failed, app/ coverage 99%
- uv run ruff check . && uv run pyright → clean, 0 errors
- Per-phase story E2E suites green in isolation
Phase 74 (TODO.md L4): a follow-up question now reaches the model WITH
the conversation so far — every prior user/brain turn and the prior
thinking blocks on brain turns (preserve-thinking) — while
POST /api/chat stays stateless (A10): the client provides the history
in the request body and the server stores nothing new.
Server (task 01):
- ChatRequest.history: optional list[HistoryTurn] (who: user|brain,
text, optional thinking) — absent/empty keeps the request
byte-identical to pre-phase-74 (the two-message [system, user]
request; the kill-switch semantics are pinned in the integration
suite).
- app.rag.prompts.history_to_messages: pure mapper — walks the turns
newest-first against the settings budgets (history_max_turns=40 /
history_max_chars=24000, BOR_HISTORY_MAX_TURNS /
BOR_HISTORY_MAX_CHARS); a capped turn is dropped WHOLE (never cut
mid-answer); the kept window is returned oldest-first; brain turns
carry their thinking as reasoning_content (A4) only when
non-empty.
- Both branches feed it: the deflected path splices it between the
system prompt and the current user message (the phase-71 recovery
still rebuilds from messages[1:]), the grounded agent receives
run_agent(..., history=hist); llm.py's message params widen to
list[dict[str, Any]] (string-only messages stay byte-identical on
the wire — the SDK passes message dicts through verbatim).
- The per-turn log line (PLAN §9) gains history_msgs=N after
kb_chars=N.
- Pins: tests/unit/test_history.py (mapper: mapping, reasoning
gating, both budgets, drop-whole, ordering, empty default),
tests/unit/test_config.py (the two settings + env overrides),
tests/unit/test_agent.py (the history splice + the default),
tests/integration/test_chat_api.py (deflected AND grounded forward
the history incl. reasoning_content, no-history byte-identity, 422
pins, the log field).
Client (task 02):
- runTurn — the single funnel for fresh send / phase-49 retry /
phase-53 stale-regen — sends history = the conversation record
minus the current question, with thinking only on brain records
that streamed one (undefined drops the key from the JSON, the
record's convention); the question is never duplicated into the
history.
Wire proof (task 03):
- The mock's echo my history marker (HISTORY_TRIGGER) answers with
the deterministic history echo — history: N prior messages; last
answer tail: <last 24 chars>; thinking: yes|no — checked BEFORE
the DEFLECT_MODE branch (like TABLE_TRIGGER), so it fires on both
turn branches whatever the gate says; the module docstring records
the user/assistant-only history invariant that keeps every
existing (tool-result-classified) marker flow unaffected.
- tests/e2e/test_llm_history.py (isolated): a grounded follow-up and
a deflected follow-up both receive history: 2 prior messages +
thinking: yes + the byte-exact tail of turn 1's answer (derived
from the persisted bor.chat.v1 record — the same array the client
maps into the body); a cold start receives history: 0 prior
messages / last answer tail: none / thinking: no.
- Regressions green in isolation: chat_rag, chat_history (phase 50),
agent_document_tools, harness_aligned_tools, stop_generation,
retry_answer, response_to_docs.
Phase 49 (owner request, chat 2026-08-28: "The git sources page should
remove local directory and should instead accept a tarball or zipfile
upload which it will unpack and scan … reuploading the same tarball
should not create a new folder, but should unpack and overwrite the
previously unpacked content" — design confirmed in the same
conversation):
* POST /api/git-sources/upload (admin-only, require_admin): accepts
.tar/.tar.gz/.tgz/.zip, streams it with the BOR_UPLOAD_MAX_MB cap
(bounds BOTH the compressed upload and the total extracted bytes —
zip-bomb guard), safely unpacks (absolute/traversal/symlink/hardlink
escape and device/FIFO members rejected), and atomically swaps the
content in over BOR_UPLOAD_DIR/<name>/ (name = filename minus the
archive suffix — no missing window, a failed upload never touches the
existing folder/row/KB). The git_sources row is upserted by path
(kind='local', no duplicates, added_at preserved), the models are
checked fail-fast (503 sanitized when down — the folder/row stay
committed and the next sync/re-upload retries idempotently), and the
source is scanned synchronously in the request (single-source
import_sources prune=True + change-gated KB overview), answering 200
with the sync-style counts. One upload at a time (409); the request
session is released before the scan so a concurrent TRUNCATE cannot
deadlock against it.
* app/rag/archive_upload.py: ArchiveUploadError, ARCHIVE_SUFFIXES,
archive_source_name (safe-name derivation), unpack_archive (guarded
zip/tar extraction with the extracted-byte cap, no partial state),
swap_in (atomic replace with restore-on-failure) — fully unit-tested.
* app/config.py + .env.example: BOR_UPLOAD_DIR (default
~/bor-sources/uploads, deliberately separate from the git checkouts)
and BOR_UPLOAD_MAX_MB (default 512; a validator fails loud at
startup on <= 0).
* python-multipart added to the dependencies — FastAPI's required
multipart parser (an A2 implementation detail, phase locked decision).
* The Sources page: the phase-38 "Add a local directory" form is
removed; #archive-upload-form takes its place (labeled file input,
"Upload & scan" button, the §7.4 never-stale lifecycle, inline
role=alert error, role=status count line); hint + table caption
updated. The POST /api/git-sources kind=local API contract is
UNCHANGED — a plain directory is still registrable via the API, and
existing Local rows list/remove/sync exactly as before.
* The phase-38 story E2E (test_local_directory_sources.py) is rewritten
API-driven — the form it drove is gone; its acceptance stands.
* The story E2E (test_archive_upload_sources.py): the swap,
upload→scan→list (the deterministic "Uploading…" in-flight state, the
Local row, /api/docs + the RAG catalog), same-filename re-upload
(in-place replace, prune, no duplicate row, v2-only folder), the
422 inline error + recovery (the form is not wedged), and the
anonymous gate + 403.
* README: the archive-upload section (formats, naming rule, in-place
replace, both new settings), the local-directory form removal noted,
config reference rows for BOR_UPLOAD_DIR / BOR_UPLOAD_MAX_MB.
Gates: unit+integration green, app/ coverage 99%, the story E2E green
in isolation, the regression suites (git sources admin, local
directory sources, sync button, import documents, nav rename, smoke,
shared header) green in isolation, ruff + pyright clean.
Note: per this phase's file-level staging, frontend/assets/styles.css
also carries the small same-day in-flight owner rework already in the
working tree (the .sign-in-mobile companion rule for the phase-48
mobile sign-in copy); the phase-49 change is the upload form's block.
Phase 45 (owner permission 2026-08-27, TODO.md L8: "allow the LLM
to make as many tool calls as it wants"): the phase-37 per-turn tool
budgets (BOR_AGENT_LIST_CALLS / BOR_AGENT_READ_CALLS, default 1 each)
and their exhaustion refusals are removed — a grounded turn now offers
list_documents / read_document for the whole turn (re-lists included),
bounded only by the round cap:
- app/config.py: agent_max_rounds (BOR_AGENT_MAX_ROUNDS, default 10,
negative rejected) replaces agent_list_calls / agent_read_calls;
.env.example + README document the single knob; app/rag/prompts.py
docstrings follow.
- app/rag/agent.py: the loop runs tools until the model answers or
rounds >= max_rounds, at which point it forces one final no-tools
answer (the cap is the only forced exit); 0 = no tools — exactly one
tools=None request, byte-identical to the pre-phase-37 path (the
kill switch). Rejected calls (unknown tool / missing args /
already-in-context / unknown path) still consume a round, so
pathological rejected-call streams are bounded by the cap. The
per-call log line is now tool/args/round=N/M; the per-turn
tool_calls=N field and the tool SSE event are unchanged.
- tests/e2e/mock_llm.py: MULTI_READ_TRIGGER ("read two documents") —
the deterministic list -> read #1 -> read #2 -> forced-answer flow
(byte-stable "I read <sp1> and <sp2>." line), classified by the
count of tool-role read results; the phase-37 single-read flow stays
byte-identical (unit-pinned in tests/unit/test_mock_tool_flow.py).
- tests/e2e/test_agent_unlimited_tools.py (new, story suite,
mock-only): three tool frames/lines in order (one list, two reads —
the second read is what the old read budget refused) + the
both-named non-deflected answer; done.sources + chips = retrieval
doc + both reads, deduped; no budget refusal rendered; the
single-read marker flow regression (exactly one read, single tool
pair).
- .agent/PLAN.md: the phase-45 SSE revision note (owner-locked, R2) —
the only PLAN edit this phase; the phase-37 note's budget clause is
marked removed.
Unit/integration rewrites (test_agent.py round-cap matrix incl. the
kill switch and rejected-call spam, test_config.py, test_chat_api.py
agent_max_rounds=0 fixtures) landed with the server core so every gate
stays green.
uv run pytest: 756 passed, app/ coverage 99%; ruff + pyright clean;
story E2E 4/4 in isolation (ran twice); regression E2E suites
(agent_document_tools unmodified, chat_rag, smoke) green in isolation.
Also records the 45_agent_unlimited_tools todo/ -> complete/ task-file
moves (00/01/02 pending in the working tree, task 03 moves on success).
TODO.md L4: with a dead model endpoint the sync discovered it only
mid-import, after slow clones — and a tooltip on the button is not a
readable error.
- app/rag/llm.py: ModelUnavailableError + check_models(llm) — a tiny
pre-sync probe (one short embedding + one 1-token-scale completion)
that fails naming the unavailable model (embed first, then the
summary model); the sync sanitizer still masks credentials.
- app/api/sync.py: the probe is step 1 of _run_sync — before source
resolution and before any clone_or_pull; a model failure is just
another 'failed' state (no new endpoint, A10/A12 untouched).
- frontend/assets/header.js: applySyncFailure now also opens the
module-owned error modal (every page carrying #sync-btn, zero
page-markup changes): lazily built backdrop + role=alertdialog
panel, error text via textContent, close via button / Esc /
backdrop, focus in-and-out to #sync-btn (with a body→#sync-btn
fallback — the run's disabled button drops focus to <body>).
- frontend/assets/styles.css: the modal on the phase-08 error palette
(z-index above the header, .is-open open/close, reduced-motion
stilling, 44px close target).
- Tests: probe unit tests (both up / embed down / summary down /
custom model names), sync integration (fail-fast before any clone,
probe-before-effective_sources ordering, credential masking,
healthy regression), the phase-41 source pins, and the story E2E
(two module apps on distinct ports — dead endpoint on a closed
loopback port vs session mock: ≤10 s fail-fast + modal contract,
all three dismissal paths with focus out to #sync-btn, button
title/.is-error + Sources banner untouched, healthy phase-32
lifecycle regression to 'Synced HH:MM').
E2E (isolation): test_sync_model_down.py 4/4, test_sync_button.py
3/3, test_git_sources_admin.py 6/6, test_local_directory_sources.py
3/3; unit+integration 721 passed, app/ coverage 99%; ruff + pyright
clean.
One env var (BOR_APP_NAME, default "Brain of Reese") now drives the app's
display name everywhere (TODO.md L12 — owner ask: "a way to customize the
name for 'Brain of'. Should be an env var."). The existing app_name setting
is the source of truth (phase locked decision — no new variable, no rename);
with the variable unset the app is byte-identical to before.
Endpoint (A10 public/stateless, no secrets):
GET /api/config → exactly {app_name, version} (app/api/config.py, the
health.py pattern; registered before the static mount). Integration tests:
anonymous 200, default values, a Settings override follows, key set is
exactly two keys — no other setting may leak in later.
Frontend brand layer (A11 — runtime fetch, static templates stay static):
assets/brand.js — a CLASSIC script, first on all six pages, so its top
level runs at parse time: window.BOR_BRAND = "Brain of Reese"
synchronously (the default renders immediately, no blank flash), then a
no-store fetch of /api/config applies the name — document.title (global
replace), every .brand-text (a name starting "Brain of " keeps the bold
split Brain of <strong>rest</strong>, any other name renders plain; the
operator-controlled name is HTML-escaped before innerHTML), a TreeWalker
over text nodes (script/style rejected — page source never rewritten),
and the aria-label/placeholder/meta-content attributes. Fetch failure
keeps the default + console.warn (the loadHealth house style).
app.js (status labels, typing label, elapsed-hint aria, tool labels) and
document.js (viewer titles) read window.BOR_BRAND at CALL time via
brand() — a label set after the fetch lands carries the configured name.
Containerfile: esbuild minify line for brand.js (classic, like markdown.js);
the phase-33 ?v= cache-busting picks the new asset ref up automatically.
E2E (A16 — one story, one file, isolated): test_configurable_brand.py boots
a SECOND app instance (same DB/mock-LLM/admin-auth env block, port APP_PORT+1,
BOR_APP_NAME="Brain of Testy") — the shared conftest server keeps the
default name so every other suite's title/label assertions stay untouched —
and asserts /api/config on both instances, the index title/brand/greeting/
#messages aria-label, the sources + login page titles, and one pre-token
chat turn (think out loud marker) whose #send-status reads "Brain of Testy
is thinking"; the no-op regression pins the shared server's default bytes.
Docs: .env.example App section + README configuration reference — what it
affects (titles, header brand, status labels, aria text), the default, the
bold-split rendering rule.
Gates: 695 unit+integration passed, app/ coverage 99% (>90%), story E2E
green in isolation (two consecutive runs), brand-string suites (smoke,
shared header, header consistency, chat persistence) green, ruff + pyright
clean.
An existing, non-git directory is now a first-class source alongside
the git repos: one table (git_sources + kind discriminator — A13
reversible migration), one admin page, one Sync button (phase locked
decisions; the phase-35 table is extended, not duplicated). The DB is
the local-source registry — no env var for local paths;
BOR_GIT_SOURCES stays a git-only empty-table fallback.
Migration 0007 (reversible, up/down integration-tested):
git_sources.kind TEXT NOT NULL DEFAULT 'git' + ck_git_sources_kind
(kind IN ('git','local')); git_sources.path TEXT NULL +
uq_git_sources_path (mirrors 0006's uq_git_sources_url). Existing rows
read kind='git', path=NULL.
API (phase-35 contract extended, git byte-identical): POST kind=local
requires path — trimmed, ~-expanded, absolute + an existing server
directory, else 422 naming the path (fail loud at add-time); duplicate
path 409 (named); wrong field combos 422. GET rows carry kind + path
(git and env rows: path null); anonymous still 403 on every route (A10).
Sync + import_docs resolve DB git + local rows together: git →
clone_or_pull (unchanged); local → re-verified .is_dir() AT SYNC TIME
(it may have moved/deleted since add-time) — a missing dir raises
"local source missing: <path>" (sanitized) before anything imports;
one import_sources(..., prune=True) over the single combined list
(pruning covers the union). Both-empty fails loudly ("no sources
configured (git or local)"); --source still wins; the env fallback
stays git-only.
Page: second "Add a local directory" form (the same §7.4 never-stale
button + inline-error lifecycle as the git form; 422/409 details name
the path), Git/Local badges on rows (text + color, never color alone —
WCAG), updated hint (git + local together, union prune); the
anonymous sign-in gate is unchanged.
Tests: 0007 up/down; the API local-kind matrix (403/201/422/409) with
the git-kind suite green unchanged; the sync pipeline local/git/
mixed/missing against a host temp dir (the KB actually updated);
import_docs DB resolution + --source precedence. Story E2E (isolated,
deterministic across runs): add (Local badge) → missing path inline
422 naming it / duplicate 409 → the real Sync button imports the
fixture file (GET /api/docs + sentinel in its content) → file deleted
+ sync prunes it (union prune) → row removed; anonymous gate + 403s
(phase-35 regression). test_git_sources_admin.py (phase 35) green
UNCHANGED — no selector collision with the new form;
test_sync_button.py green.
Docs: README — the two managed kinds (git = clone/pull mirror; local =
direct in-place walk), add-time validation, union pruning, "the DB is
the local-source registry (no env var for local paths)";
.env.example — the env fallback is git-only.
Grounded chat turns now run the agent loop (app/rag/agent.py) instead
of a bare chat_stream: while the per-turn budgets last
(BOR_AGENT_LIST_CALLS / BOR_AGENT_READ_CALLS, default 1 each) the model
gets list_documents (the indexed catalog, /api/docs order) and
read_document (full text, never truncated — A7-revised contract); once
both budgets are spent the tools key is dropped from the request and
the model must answer. Rejected calls (unknown tool, unknown/missing
path, document already in context, spent budget) consume no budget.
Budgets 0/0 make exactly one tools=None request — byte-identical to
the pre-phase path (budgets-as-kill-switch). Deflected turns keep the
direct chat_stream (A8 unchanged; the LOW prompt never carries the
<tools> section).
SSE contract gains {"type":"tool","name":...,"argument":
"source/path"|null} frames ahead of the answer deltas (PLAN §4
extension, owner permission 2026-08-26); done.sources, query_log.sources
and the per-turn log line (gains tool_calls=N) report the retrieval
docs + read docs, deduped. The UI shows a "calling tool"
button/label state and one visible .tool-call line per call above the
answer; the lines persist with the chat record and re-render on
reload. chat_stream passes tools through and accumulates streaming
tool_calls deltas into ToolCallPiece (tools=None stays byte-identical).
E2E: deterministic mock tool flow ("use your tools" + <tools> marker:
list -> read first catalog line -> quoted answer) plus the story suite
(marker flow, reload re-render, plain/deflected no-tool regressions).
Docs: .env.example + README (the two tools, the budgets, the SSE tool
frame, the "calling tool" UI state).
probe: turbo tool_calls=supported 2026-08-26 (uv run python -m
scripts.llm_probe --tools — non-streaming + streaming
finish_reason=tool_calls, indexed delta.tool_calls partials)
ducoterra