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).
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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