**Phase 118 final verification pass — complete.** All criteria verified; 4 pre-existing defects found and fixed.
- **Verified:** summary-seed wiring (`select_suggested` top-5 no-floor → summary blocks, no full text in HIGH prompt), all-doc markdown summaries + NULL backfill (`summary_backfilled`, no `sources_meta` bump), `read` adds full text with `read_docs`-only dedupe, `done.sources` = suggested+read / durable record = suggested+related+read + `suggested=N` log line (seen live in E2E), byte-locked PERSONA/LOW/TOOLS_SECTION, battery gate PASS recorded in `TOOL_CALLING_TESTING.md` §10 (turbo 2026-09-16: 1/2/4 GREEN, cond-3 reported 9/10 per A7, contract 21/21, caps 0).
- **Defects fixed (all pre-existing, none phase-118):** ① `ChatMessage` schema missing the phase-113 `related` key → `extra="forbid"` 422'd every done-time auto-save of grounded turns with a related tier, leaving `message_count=1` (root cause of `test_share_chat` 3F; browser-level instrumentation proved the PUT 422) — added the field + unit/integration pins; ② `test_theme_semantic_completion` pins stale vs phase-117 debox (border/chip removed) — re-targeted to assert border/chip *absence*; ③ `test_header_consistency` `<26`px pin red on 26.125px native date-input line — bound relaxed to `<34` (wrap-detection intent kept); ④ `test_navbar_refresh` bor.chat.v1 key set updated for `related`.
- **Test/lint/coverage:** `uv run pytest --cov=app --cov-report=term-missing` → **2506 passed, app/ 99%** (>90%); `uv run ruff check . && uv run pyright` → clean, 0 errors.
- **E2E:** new story suite in isolation → **2 passed**; full 103-suite matrix sweep (each isolated) → **all 103 green** after the fixes; `test_share_chat` 4 passed, `test_theme_semantic_completion` 8 passed, `test_header_consistency` 3 passed, `test_navbar_refresh` 7 passed.
- **Deviations:** none from LOCKED decisions. Note: orphaned diagnostic uvicorn processes briefly made E2E sessions exercise stale code — killed and re-verified; a sweep-regenerated tracked screenshot was restored. No commits made (harness commits).
- **Completion criteria:** all 7 ✅ (commit/phase-move is the harness's step).
- **Next pending phase:** none — `todo/` holds only this phase's overview pending the harness move.
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 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.
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 72 (72_teaching_refusals) — completed under the 2026-09-04 controlled
methodology (owner directive: stop clearing/re-importing the homelab KB per
iteration; measure tool-calling accuracy on a controlled fixture KB, target
>90%).
Real-model gate verdicts (live, configured chat model 'lite', fixture KB):
- Controlled fixture battery (the new methodology's pass condition —
contract accuracy >= 90%): PASS, 4 consecutive runs:
gate: lite PASS turns=10 answered=10 caps=0 tool-turns=10 calls 8/11 executed (73%) contract 11/11 (100%) 2026-09-04 (wall 43.4s)
gate: lite PASS turns=10 answered=10 caps=0 tool-turns=10 calls 8/13 executed (62%) contract 12/13 (92%) 2026-09-04 (wall 50.6s)
gate: lite PASS turns=10 answered=10 caps=0 tool-turns=10 calls 7/11 executed (64%) contract 11/11 (100%) 2026-09-04 (wall 46.8s)
gate: lite PASS turns=10 answered=10 caps=0 tool-turns=10 calls 9/15 executed (60%) contract 14/15 (93%) 2026-09-04 (wall 54.8s)
- Locked derived battery (phase-72 task 05, executed >= 90% bar, run
unchanged on the same fixture KB):
gate: lite FAIL turns=10 answered=10 caps=0 tool-turns=10 calls 5/15 executed (33%) contract 12/15 (80%) 2026-09-04 (wall 47.7s)
The teaching works — every bare-path trap self-corrects in exactly one
round, zero cap hits, zero repeat loops, 10/10 answered. The locked
executed bar is blocked by ALREADY_IN_CONTEXT dedupe refusals on the
corrected re-reads (the trap question seeds its target, so the correct
combined-form read is refused for redundancy) — a copy-invariant model
behavior (five copy variants, 0/15 re-reads flipped, 2026-09-03 -> 04)
and an app-semantics decision for the owner (TOOL_CALLING_TESTING.md
sections 5 and 7), not a copy lever.
Copy changes this phase owns (unit pins updated to follow):
- app/rag/agent.py: ls teaching refusals (path-like scope -> document-path
line; unknown source -> no-source line with the source-name
parenthetical), read/grep 'did you mean source/path?' teaching
(find_path_candidates: exact or suffix path match, catalog order, cap 3),
ALREADY_IN_CONTEXT naming the correct action (answer from the text
already in the prompt), read tool description front-loaded with the
do-not-read rule (the 2026-09-04 controlled telemetry: the re-read is
the only remaining refusal class; contract accuracy 92-100% across runs)
- app/rag/prompts.py: TOOLS_SECTION states the document-identity contract
up front (ls path = source name; read/grep = combined source/path
including the source name; do-not-read for <documents> documents placed
next to the read teaching; one-call-per-reply and never-repeat rules)
- tests: refusal pins (unit + integration), new dedicated E2E suite
tests/e2e/test_tool_path_teaching.py (mock misuse flow, green in
isolation), regression suites green in isolation (harness_aligned_tools,
agent_document_tools, agent_unlimited_tools, search_tool, chat_rag).
Gates: uv run pytest green (1501); coverage TOTAL 99% (>90%); ruff +
pyright clean. Carries the still-uncommitted phase-71 todo/ -> complete/
move and both phases' .agent/reports/ (AGENTS.md 8).
The model treated the combined 'source/path' string (as printed in
search result lines, read-result headers and refusals) as the
document's identity and passed it as 'source' — e.g.
source='homelab/active/container_caddy/caddy.md' instead of
source='homelab', path='active/container_caddy/caddy.md'.
- Rewrite the read_document description with the split rule (source =
before the FIRST '/', path = after it) and a worked example; share
the source/path parameter descriptions between read_document and
search_documents; map search result lines back onto the split.
- New _resolve_document: on a lookup miss with a '/' in source, retry
at the first slash (source names are directory basenames and can
never contain '/'), plus a continuation candidate for a split at a
later slash; a self-corrected combined form for an already-in-context
document is still rejected as ALREADY_IN_CONTEXT.
- A slash-carrying source that matches nothing gets an educational
refusal naming the corrected arguments instead of the generic line
that repeated the combined form.
Verified live against aipi (lite) + the imported homelab KB: A/B on
the exact failure scenario (5 runs each, right after a
combined-source search result) — old descriptions 5/5 combined, new
descriptions 5/5 clean; two live UI turns (Playwright) produced only
clean split arguments, including a multi-hop read of
install_caddy_deskwork.yaml that landed in done.sources. Full suite:
1376 passed, app coverage 99% (agent.py 100%), ruff + pyright clean,
agent/search E2E green in isolation.
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 47 (owner permission 2026-08-27, TODO.md L10–11, roadmap R1): the
full Podman quadlet family (.container, .network, .volume, .image,
.pod, .kube, .swap, .os, .endpoint) and .j2 Jinja templates join the
allowed + default A9 import formats, chunked as plain text (owner
decision — no TOML/Jinja-aware splitter). No env configuration needed:
a default import now indexes them.
- app/config.py: _ALLOWED_IMPORT_EXTENSIONS + the default
import_extensions CSV gain the ten names (the original seven first);
the never-widen BOR_IMPORT_EXTENSIONS validator is untouched and
still rejects truly unknown extensions.
- app/rag/chunker.py: ten _FORMAT_CHUNKERS entries -> chunk_text
(HARD_MAX_CHARS 1200 honored, unknown-suffix fallback unchanged);
docstring/comments cite the A9 revision 2026-08-27.
- tests/fixtures/docs/homelab/: quadlet/compose.container (realistic
quadlet TOML, >1500 chars, [Unit]/[Service]/[Container] sections,
RESE-QUADLET-SENTINEL-77aa), quadlet/lan.network,
quadlet/cache.volume, templates/deploy.j2 (for/set/if Jinja
constructs + RESE-JINJA-SENTINEL-33dd). Every suite that seeds the
fixture tree updates its 9 -> 13 document-count constants.
- tests/unit/test_config.py: allowed set carries all seventeen formats,
default CSV + dotted import_extension_set include the ten, the
validator accepts the new names and still rejects unknowns.
- tests/unit/test_chunker.py: dispatch parity with chunk_text for every
new suffix (parametrized), the .container fixture chunks >=2 under
the cap with the sentinel surviving, the .j2 fixture keeps {{ }}
verbatim, the unknown-suffix fallback is unchanged.
- tests/unit/test_importer.py: a default-extensions walk over a temp
tree indexes exactly the ten new files (unknown/hidden/excluded
filtered), the original seven still walk, stem-title fallback holds.
- tests/integration/test_import_quadlet_jinja.py (new): import_sources
over a temp tree with .container/.volume/.j2 -> documents + chunks
rows with stem titles; delta re-import updates only the changed .j2
doc; prune drops the deleted .volume doc with cascade.
- tests/e2e/test_quadlet_jinja_import.py (new, story suite, mock-only,
isolation): GET /api/docs (admin session) lists the four new-format
docs with non-zero chunk counts and stem titles; the Sources table
renders a row + .doc-link per file; the phase-26 modal shows the
.container TOML ([Container] section + sentinel) with stem title and
the container format badge; a RESE-JINJA-SENTINEL-33dd question
FTS-matches the .j2 chunk -> honest-positive (A8: LOW requires zero
FTS hits) — the bubble is not .is-deflected and a source chip names
templates/deploy.j2.
- README.md + .env.example: the extended default format set (A9
revised 2026-08-27, plain-text chunking, narrow-only rule intact).
- .agent/PLAN.md: the A9 revision (owner-locked R1) — A9 row status,
the revision note under the anchors table, and the §5 chunking-policy
+ §11 workflow lines. The only PLAN edit this phase.
Gates: uv run pytest 795 passed; app/ coverage TOTAL 99% (>90%);
ruff check + pyright clean; story E2E 4/4 in isolation (DB up);
regression E2E suites test_import_documents (3) / test_sync_button
(3) / test_git_sources_admin (6) green in isolation.
Also records the 47_quadlet_jinja_import task-file moves (01–03)
todo/ -> complete/.
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.
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)
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