Commit Graph
44 Commits
Author SHA1 Message Date
ducoterra ee3efb28c9 phase: 106_document_dates
Build and Push Containers / build-and-push-app (push) Successful in 4m35s
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Everything is verified green. Final report:

**Phase 106 — Document dates (final verification pass; all 10 tasks already complete)**

- Verified all phase artifacts: alembic `0020` (dev DB at `0020`), `doc_dates.py`, git `file_commit_dates`, importer `doc_dates_by_root`/`dates_updated`, both entry-point wirings, date APIs + tree `created_at`/`updated_at`, LLM surfaces (prompt block, `read` line 2, appended `ls` field), `apply_recency_boost` in `retrieve()`, UI columns/badge, admin editor, mock-LLM regex — all present and correct; no defects found, no fixes needed.
- `uv run pytest --cov=app --cov-report=term-missing` → **2299 passed, TOTAL 99%** (>90% ✓)
- `uv run pytest tests/e2e/test_document_dates.py -v --no-cov` → **6/6 passed** in isolation (DB up)
- 12 regression E2E suites (retrieval_quality, whole_document_context, agent_document_tools, ls_tree_drilldown, read_truncation_cap, kb_tree, kb_tree_nav, document_viewer, edit_summaries, import_documents, sync_button, hidden_folders_toggle, smoke) → **all green in isolation**
- `uv run ruff check .` → clean; `uv run pyright` → **0 errors, 0 warnings**

**Completion criteria:** 1) non-null `created_at` + 0020 upgrade/downgrade on dev DB ✓ (real-Alembic integration tests) 2) sync refresh/older/manual-persists/content-reset/no sources_meta bump ✓ 3) zip/tar mtime + future→today ✓ 4) LLM date surfaces + cross-check ✓ 5) UI Created/Updated/badge positions ✓ 6) admin editor set+revert round-trip ✓ 7) old-correct-beats-new-similar (defaults & boost-off) + near-tie + `BOR_RECENCY_BOOST=0` byte-identical ✓ 8) full gate ✓ 9) commit/phase-move — left to harness per instructions.

- **Notable:** recency default tuned 0.001 → **0.0007** (task 07 step 5 explicitly permits; measured margins recorded in `test_recency_boost.py` docstring).
- **Next pending phase:** none — `todo/` holds only this phase.
2026-09-13 19:28:05 -04:00
ducoterra f665a83b1a phase: 98_sync_summary_visibility
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All verification complete. Final report:

**Phase 98 — Sync summary visibility: final verification pass** (all 5 tasks already complete; implementation verified against the design, no defects found, no code changes needed)

- **Implementation checked:** `SyncStatus` phase machine (4 new keys, terminal-keep counts), `on_progress` hook in `generate_folder_summaries`, `summary_pending` on `KbTreeSource`/`KbTreeFolder` + D3 rule in `build_kb_tree`, phase-aware sync labels + pending UI in `sources.js`, `.kb-summary-pending` CSS — all match decisions D1–D5.
- **Unit + integration:** `uv run pytest` → 2184 tests, 0 failed/errors (exit 0)
- **Coverage:** `uv run pytest --cov=app --cov-report=term-missing` → **99%** on `app/` (criterion >90% ✓; `app/api/sync.py` and `app/rag/folder_summaries.py` at 100%)
- **Lint/types:** `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors, 0 warnings
- **Phase E2E (isolation):** `uv run pytest tests/e2e/test_sync_summary_visibility.py -v --no-cov` → **3 passed** (phase machine, live label, pending markers + gap-fill self-heal)
- **Regression suites (each isolated, `--no-cov`):** test_kb_tree ✓, test_ls_tree_drilldown 3 ✓, test_sync_button 3 ✓, test_sync_upload_progress 4 ✓, test_oneshot_llm_retry 2 ✓, test_local_directory_sources 3 ✓
- **Completion criteria:** all 7 verified green — status phase fields + terminal semantics; `Writing KB overview…`/`Summarizing folders… (n/m)` labels (title + aria-live); pending set == `missing_folder_summaries` (integration cross-check pinned at `test_docs_api.py:428`); CLI/`ls` byte-identity (no changes to those paths, pins green); suite/coverage/lint gates; dedicated + regression E2E. Commit left to the harness per protocol (no `git add`/`commit` run).
- **Decisions/deviations:** none — no fixes were required this pass.
- **Next pending phase:** `99_kb_tree_table_and_back_nav`.
2026-09-13 00:23:05 -04:00
ducoterra 909c96c7bc minor fix to prevent null bytes from breaking sync
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2026-09-12 22:12:09 -04:00
ducoterra d731169b8b phase: 105_hidden_folders_toggle
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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`.
2026-09-12 21:26:30 -04:00
ducoterra 3b2dea5685 phase: 102_extensionless_filenames
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All verification complete — every gate green, no defects found in previously completed work.

**Phase 102 final verification pass — report**

Verified (all three task files present in `complete/`; working-tree implementation matches D1–D5 design):
- `match_extension` choke point in `app/rag/importer.py` (walk + `formats` counter), `doc_format` name-token badge in `app/api/docs.py`, config/`.env.example` docs, fixture `tests/fixtures/extensionless_kb/`, integration + E2E suites — all present and correct
- Completion criteria: end-to-end sync (✓ integration + E2E), case matrix incl. `mydockerfile`/`Dockerfile.dev`/`.dockerfile` exclusions (✓ unit), `formats=dockerfile:1` not `unknown` (✓ log-line assertion), badge `dockerfile`/`containerfile` + `text` fallback + suffixed unchanged (✓ unit/integration/E2E), prune-on-token-removal (✓ `pruned==2`), suffixed-path rule byte-identical (✓ single-line swap, existing cases untouched)

Test / lint results (exact commands):
- `uv run pytest --cov=app --cov-report=term-missing` → 2084 passed, **99%** coverage (>90% gate)
- `uv run pytest tests/e2e/test_extensionless_import.py -v --no-cov` → 2 passed, isolated, DB up
- Regressions isolated: `test_import_documents` 3✓, `test_import_extensions_env` 2✓, `test_quadlet_jinja_import` 4✓, `test_document_viewer` 7✓, `test_kb_tree` 8✓
- `uv run ruff check .` → clean; `uv run pyright` → 0 errors, 0 warnings

Notable: commit intentionally not made (harness commits the phase); 102's task files already sit in `complete/`, overview stays in `todo/` for the harness.
Next pending phases: 98, 99, 103, 104, 105 (numeric next after 102: `103_suggestions_session_openers`).
2026-09-12 15:56:43 -04:00
ducoterra ad7585d474 phase: 97_kb_tree_catalog
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All completion criteria verified — everything is green, no defects found. Final report:

## Phase 97 final verification pass — ALL GREEN

**Verified (no code changes needed):**
- `GET /api/docs/tree` (admin), `build_kb_tree` pure builder, `PATCH /api/folders/summary`, migration 0018 (`manually_edited`, head confirmed), generator skip/keep + `kept_manual` stat, RAG tree UI + edit affordance in `sources.js`/`index.html`/`styles.css`
- `tests/e2e/test_kb_tree.py`: 8 passed — top level, drill source/folder, edit round-trip, clear, manual-desc-survives-sync, reload fallback, anonymous gate
- Integration: tree shape/order/403/empty/indexed-only + PATCH update/create/root/clear/404/403/no-LLM + stat-walk equivalence (in `test_docs_api.py`); 3-field `folder_summaries=` import token preserved

**Gates (exact commands):**
- `uv run pytest --cov=app --cov-report=term-missing` → **2053 passed**, TOTAL coverage **99%** (>90% ✓)
- `uv run ruff check . && uv run pyright` → **All checks passed / 0 errors**
- `uv run pytest tests/e2e/test_kb_tree.py -v --no-cov` → **8 passed** in isolation
- 30 story/RAG-view E2E suites run **one per process**: all passed, incl. `test_ls_tree_drilldown` (agent `ls` byte-identical ✓), `test_import_documents`, `test_edit_summaries`, `test_admin_auth`, `test_kb_overview`

**Completion criteria:** tree view ✓ · edit round-trip + clear ✓ · manual persists/clear resets ✓ · `ls` unchanged ✓ · pytest/coverage/lint ✓ · E2E isolation ✓ · commit — left to harness per protocol (working tree untouched, `git add/commit` not run)

**Deviations:** none. **Next pending phase:** none — `todo/` contains only 97 (96 already committed).
2026-09-11 22:48:02 -04:00
ducoterra a49be80b8e phase: 96_oneshot_resilience
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All checks complete. Final report:

**Phase 96 (one-shot resilience) — final verification pass, all green** (all 4 task files already in `complete/`; verified the working-tree implementation against the design)

- `LLMClient.chat()` empty-content retry (D1–D3) via `_chat_once` + `_EmptyContentError` (carries `finish_reason`), under `BOR_LLM_RETRIES`/`BOR_LLM_RETRY_DELAY` — verified in diff
- `missing_folder_summaries()` + `generate_folder_summaries(only_missing=…)` — verified; `folder_summary_table_empty` deleted, both sync gates switched to the gap probe
- `.env.example` comments updated (chat-turn stream + one-shot summary calls)

**Test / lint / coverage results**
- `uv run pytest --cov=app --cov-report=term-missing` → **1988 passed**, coverage **99%** (gate >90%)
- `uv run pytest tests/e2e/test_oneshot_llm_retry.py -v --no-cov` → **2 passed** (isolated)
- Regressions, each isolated: `test_ls_tree_drilldown` 3 passed, `test_sync_button` 3 passed, `test_local_directory_sources` 3 passed, `test_llm_retry` 4 passed
- `uv run ruff check . && uv run pyright` → clean (0 errors)

**Completion criteria:** retry-then-recover unit-pinned ✓ · exhaustion + `BOR_LLM_RETRIES=0` byte-identical ✓ · streaming path untouched ✓ · gap-fill both sync paths, other rows byte-identical incl. `updated_at` ✓ · no-gap zero-burn ✓ · phase E2E green ✓ · regression E2Es green ✓ · full suite + >90% + lint/types ✓ · no completed-phase behavior change (full suite green) ✓. Commit left to the harness per executor rules (working tree, 16 files).

**Deviations:** none. **Next pending phase:** `97_kb_tree_catalog`.
2026-09-11 13:16:20 -04:00
ducoterra bcaef800c5 phase: 95_read_truncation_cap
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All gates are green. Final verification is complete — no fixes were needed; the phase is fully implemented and passing.

**Phase 95 final verification report**

- Verified all 3 tasks already implemented (task files in `complete/`): read cap + notice + `ToolResultPiece` (task 01), `tool_result` SSE + live/saved/shared marker (task 02), E2E suite (task 03).
- Code checks passed: `BOR_READ_MAX_CHARS` (default 128 000, validator), pinned `READ_TRUNCATION_NOTICE` + `TRUNCATION_MARKER`, byte-identical at/under-cap read, holder `read_truncations` (no `tool_calls` impact), piece order (after `tool`, before next round), `ChatToolResultEvent`, `ToolCall` back-compat fields, `app.js` live/restore handlers, `shared.js`, `.truncated-note` CSS, `.env.example` entry, mock-LLM echo script.
- **Tests:** `uv run pytest` → 1966 passed; `uv run pytest --cov=app --cov-report=term-missing` → all green, TOTAL **99%** (>90% gate).
- **E2E:** `uv run pytest tests/e2e/test_read_truncation_cap.py -v --no-cov` → **3 passed** (frame order + live marker + LLM notice via echo; save→shared fidelity; short-read control).
- **Regression (isolated):** `test_agent_document_tools` 4 ✓, `test_chat_history` 5 ✓, `test_share_chat` 4 ✓, `test_big_read_progress` 4 ✓, `test_stop_generation` 3 ✓.
- **Lint/types:** `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors, 0 warnings.

**Completion criteria:** ① over-cap read → first-cap-chars + marker + pinned notice — ✓ (unit-pinned: at-cap/cap+1/notice tests); ② user marker live/saved/shared — ✓ (E2E + frontend tests); ③ at/under cap byte-identical, no frame — ✓ (unit + control E2E); ④ top-2 `<documents>` retrieval untouched — ✓ (`app/rag/retriever.py` unmodified vs HEAD); ⑤ suite green, >90% coverage, ruff+pyright clean — ✓; ⑥ no completed-phase behavior change — ✓ (all gates green; commit left to harness per pass rules).

- No defects found; no changes made this pass. Next pending phase: none in `todo/` (96 is the next free number).
2026-09-11 03:42:51 -04:00
ducoterra d4943b4822 phase: 94_ls_tree_drilldown
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All green. Verification complete.

**Phase 94 — `ls` drill-down tree: final verification pass (all 5 tasks were already complete; verified, nothing to fix)**

- Verified `ls` 3-level tree (`app/rag/agent.py`): `ls()` sources + summaries, `ls(source)`/`ls(source/folder)` drill-down, 50-line file cap + grep-pointer note, NOT-A-FOLDER teaching refusal
- Verified `folder_summaries` (migration 0017, model, `app/rag/folder_summaries.py` generator: `FOLDER_SUMMARY_MODE` marker, fail-soft per folder, ≥2-doc scope + prune) wired change-gated in both sync paths
- Verified 10-turn fixture battery verdict recorded in `TOOL_CALLING_TESTING.md` §9 (2026-09-11): turbo PASS 19/19 contract, 98.7 s (−12.5…−13.2 % vs baseline); lite PASS 18/18, 43.6 s (+7.7 %) — accuracy at/above baseline, gate met
- `uv run pytest --cov=app --cov-report=term-missing` → 1939 passed, 0 failed; TOTAL coverage **99 %** (folder_summaries.py 100 %)
- `uv run ruff check .` → clean; `uv run pyright` → 0 errors, 0 warnings
- E2E in isolation: `test_ls_tree_drilldown.py` 3 passed; `test_agent_document_tools` 4, `test_agent_unlimited_tools` 4, `test_harness_aligned_tools` 3, `test_search_tool` 3, `test_grep_regex_teaching` 2, `test_response_to_docs` 4 — all passed (read/grep contracts untouched)
- Dedicated folder-summary tests (fail-soft, prune, both sync paths, migration): 46 passed
- Completion criteria: all 6 met; working tree holds only phase-94 changes (commit left to harness per protocol)

**Next pending phase:** `95_read_truncation_cap`
2026-09-11 00:59:35 -04:00
ducoterra 8c706259e9 phase: 89_source_ignore_paths
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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.
2026-09-09 01:45:42 -04:00
ducoterra f4150421bb phase: 84_docs_push_error_sanitization
**Phase 84 — final verification pass: all green, no defects found**

- Verified implementation: `app/core/errors.py` (verbatim lift of sync masker), `app/api/sync.py` alias import, docs-push 502 `detail=sanitize_error(str(exc))`, all five `llm.py` error sites sanitized; new/extended test pins in place
- Tests: `uv run pytest` → **1714 passed, 0 failed**; targeted pins (new unit ×2 + integration ×1, existing 502 pin) → 13 passed; sync/git-sources regression → 67 passed
- Coverage: `uv run pytest --cov=app --cov-report=term-missing` → **99%** (`app/core/errors.py` 100%, `app/rag/llm.py` 100%) — >90% met
- E2E isolation: `uv run pytest tests/e2e/test_smoke.py -v --no-cov` → **3 passed**
- Lint/types: `uv run ruff check .` → clean; `uv run pyright` → **0 errors**
- Criteria: 502 masks `*****@`/never token + row untouched ✅; LLM base-URL masked, credential-free strings byte-identical ✅; `_CREDS_RE` only in `app/core/errors.py` (working-tree grep) ✅; full gate green ✅; `git diff --stat` limited to the 4 app files + 2 modified test files + 3 phase task files (untracked: new module, new unit test, complete/ dir, reports, audit plan) ✅
- Commit/phase move left to the harness per instructions (task files already in `complete/`)
- No deviations; nothing to fix
- Next pending phase: **85_mobile_menu_gate_overlap**
2026-09-08 01:11:45 -04:00
ducoterra 894637108c add configurable llm timeout
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2026-09-07 22:01:53 -04:00
ducoterra 055c0b5d85 feat(rag): pass chat history with prior thinking to the LLM
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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.
2026-09-05 16:04:40 -04:00
ducoterra 766702c750 finally getting accurate answers
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2026-09-05 10:26:39 -04:00
ducoterra 988ff78526 fix(agent): teach the document-identity contract on ls/read/grep refusals — end the post-harness tool-loop rambling
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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).
2026-09-04 13:11:07 -04:00
ducoterra 575d6c88d0 feat(agent): strip raw tool-scaffolding from streamed answers — deterministic filter with one bounded recovery 2026-09-03 13:39:15 -04:00
ducoterra 801639efcc feat(agent): align the document tools with the harness-trained shape — ls, read(path), grep(pattern, path?) 2026-09-03 11:17:47 -04:00
ducoterra 0bf96f22e1 fix(agent): make read_document robust to combined source/path arguments
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.
2026-09-02 17:42:57 -04:00
ducoterra 137d5fa1a5 feat(sources): removing a source deletes its files and index entries behind a confirmation modal
Build and Push Containers / build-and-push-app (push) Successful in 1m29s
Build and Push Containers / build-and-push-db (push) Successful in 11s
2026-09-02 15:55:33 -04:00
ducoterra 189aa92182 fix tool descriptions to prevent incorrect tool calls
Build and Push Containers / build-and-push-app (push) Successful in 1m32s
Build and Push Containers / build-and-push-db (push) Successful in 10s
2026-09-02 13:32:58 -04:00
ducoterra 8cf3a827ee feat(agent): search_documents tool — the model can grep the indexed documents for an exact string
Build and Push Containers / build-and-push-db (push) Canceled after 0s
Build and Push Containers / build-and-push-app (push) Canceled after 1m11s
2026-09-02 12:04:34 -04:00
ducoterra 88293ed02f feat(rag): retry a failed LLM request before the first token lands — BOR_LLM_RETRIES/BOR_LLM_RETRY_DELAY with a live 'retrying' status 2026-09-02 10:52:38 -04:00
ducoterra 4677d86f49 feat(sources): real-time file progress for sync and upload — background upload with success toast 2026-09-01 23:51:43 -04:00
ducoterra 15a16a8fe0 fix(agent): unambiguous document listing format for LLM parsing
Build and Push Containers / build-and-push-app (push) Successful in 1m34s
Build and Push Containers / build-and-push-db (push) Successful in 10s
2026-09-01 12:44:53 -04:00
ducoterra d94f3d5a52 feat(import): user-extensible BOR_IMPORT_EXTENSIONS — any well-formed extension, A9 family stays the default 2026-08-31 22:42:41 -04:00
ducoterra 32b7bfd4b3 feat(chat): invalidate saved chats on sources sync — versioned stamps, stale marker, Regenerate against the new index 2026-08-30 23:39:15 -04:00
ducoterra 1a60ecbd8b feat(chat): stop an in-flight answer — Send becomes Stop, the partial is kept and persisted, the model stream is torn down 2026-08-29 17:27:04 -04:00
ducoterra 03d26255c6 feat(sources): upload tarball/zipfile archives as sources — unpack, scan, and replace in place
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.
2026-08-28 15:57:59 -04:00
ducoterra 5d679f5184 feat(import): index quadlet unit files and jinja templates (A9 revision)
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/.
2026-08-28 07:02:24 -04:00
ducoterra b855d0aef9 feat(rag): unbounded agent tool calls behind a round cap (owner revision)
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).
2026-08-28 04:50:56 -04:00
ducoterra 6cf1df9bf2 feat(sync): fail fast with a modal when a model is unavailable
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.
2026-08-27 23:44:35 -04:00
ducoterra 94d7228510 feat(admin): local directory sources — kind/path on git_sources, combined sync + import, page form + badges
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.
2026-08-27 01:04:16 -04:00
ducoterra 15c1272828 feat(rag): agent document tools — list/read tools with env-tuned budgets, SSE tool events + "calling tool" UI
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)
2026-08-26 22:39:14 -04:00
ducoterra 1925bb66a8 feat(sources): admin page to add and remove git sources (TODO.md L4) 2026-08-26 18:42:28 -04:00
ducoterra 0654b304e1 feat(rag): lite-generated KB overview in the system prompt — stored single row, regenerated on import, <knowledge_base> section in HIGH+LOW prompts 2026-08-25 20:22:51 -04:00
ducoterra 572a4190a6 feat(rag): lite-model document summaries — non-markdown docs summarized at import, summary chunk retrieves and resolves to the full source doc 2026-08-25 17:48:37 -04:00
ducoterra 1e6ae360e0 feat(rag): feed whole matched documents to the LLM — no context truncation (A7 revised) 2026-08-24 23:37:44 -04:00
ducoterra b16deb2b1d feat(chat): stream model thinking over SSE and show it in a collapsible block 2026-08-24 09:52:27 -04:00
ducoterra fc0d9a2d5c feat(rag): steering notes — tune how Brain answers, stored in Postgres and injected into every system prompt 2026-08-22 16:44:42 -04:00
ducoterra 0da5275eeb fix(rag): lift chat output cap to 32768 tokens — long answers no longer cut off 2026-08-22 11:30:19 -04:00
ducoterra 7e8d14702e feat(rag): hybrid FTS+vector retrieval and multi-format ingestion — name-your-tool questions find the right document 2026-08-22 01:27:02 -04:00
ducoterra cbf8e39e63 feat(rag): honest deflection gate with amber UI state and alternative-question chips 2026-08-21 17:50:33 -04:00
ducoterra 396e4d47fb feat(rag): stream grounded RAG answers over SSE with source citations
Phase 03 (Story: Chat RAG Answer — happy path):
- app/rag/retriever.py: top-k cosine search + parent-doc selection with
  per-doc dedupe and BOR_MAX_CONTEXT_CHARS cap ([…truncated…] marker)
- app/rag/prompts.py: locked persona + HIGH/DEFLECT prompt builders
- app/rag/llm.py: LLMError + chat_stream (turbo, temp 0.4, max 700, stream)
- app/api/chat.py: POST /api/chat SSE — delta* then done{deflected,
  sources, suggestions}; query_log row + PLAN §9 per-turn log line;
  structured error event on mid-stream failure, JSON 503 when DB down
- frontend: SSE reader, live bubble streaming, source chips -> /sources.html,
  red role=alert banner, Send button state that always recovers
- fix(scaffold): [hidden] { display: none !important } — .kb-banner's
  display:flex was overriding the hidden attribute (banner always visible)
- tests: unit (retriever/prompts/sse/llm) + integration (real Postgres RAG
  turn, query_log, error + 503 paths, mid-turn failures) + Playwright story
  suite (grounded answer, log row, raw SSE shape); smoke placeholder test
  replaced with the real never-stale-button contract
2026-08-21 17:17:02 -04:00
ducoterra 99c48cbe06 feat(rag): index markdown KB — chunker, embed client, delta importer, Sources page
Phase 02 (story: import documents):

- fence-aware markdown chunker (heading sections, 200-char overlap,
  heading anchor on every chunk, 1200-char hard cap, fence blocks
  kept atomic and split under the cap)
- LLMClient over aipi (LiteLLM) reusing the openai client's httpx
  transport to send a clean {model, input} payload — the openai SDK
  injects encoding_format, which aipi's openai_like group rejects;
  token-budget batching + halving retry for the endpoint's
  ~1024-token per-request input cap
- two-phase per-file upsert importer: sha256 delta (unchanged skip),
  atomic commit, A9 exclusion walk, per-source prune, per-file error
  tolerance (rollback + log + continue, non-zero CLI exit), adaptive
  re-chunk at half target for URL-dense files the endpoint rejects
- scripts/import_docs CLI (repeatable --source, --prune, --limit,
  defaults ~/Homelab + ~/Deployments)
- GET /api/docs with per-doc chunk counts; Sources page wired to the
  real endpoint (stat cards, full-width a11y table, designed empty
  state, DOM-built rows — no innerHTML)
- tests: 63 passed (chunker/llm/importer units, docs API + importer
  integration), story E2E 3/3 (real endpoints, in-thread import);
  app/ coverage 98%
- real KB imported: 672 docs / 8969 chunks in ~3m, idempotent
  re-run (672 unchanged, 0 batches)
- harness: .agent/validate.sh now gates through uv (pytest +
  coverage >90% + ruff + pyright) instead of system python3
2026-08-21 16:24:45 -04:00