Commit Graph
100 Commits
Author SHA1 Message Date
ducoterra 58e9d94cff phase: 100_page_width_consistency
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**Phase 100 — final verification pass: all green.**

- Verified the shipped CSS contract directly: `--chat-column: 72rem` in `:root`; 0 literal `max-width: 46rem`; no `@media (min-width: 1500px)` block; exactly 4 token-capped reading columns; tuning/theme/doc-edit shells cap-free, structurally `.sources-shell`; `mock_llm.py` diff is comment-only.
- Defect found & fixed (phase-93 suite): `test_theme_semantic_completion.py::test_reset_removes_tag_byte_identical` raced theme.js's post-PUT refetch — it asserted the `#bor-theme` tag was gone right after the result line, but tag removal lands in the reconcile after the re-fetch (failed ~1 in 5 runs after `test_chat_rag`, reproduced). Fixed with an auto-waiting `expect(...).to_have_count(0)` (settled-state wait, the file's existing house pattern). 6/6 clean on the repro loop after.
- Tests/lint/coverage: `uv run pytest --cov=app --cov-report=term-missing` → 2052 passed, **99%** on `app/`; `uv run ruff check .` + `uv run pyright` → 0 errors.
- E2E in isolation (all passed): `test_wide_desktop_column.py` 3 (the phase suite — chat==tuning==theme==RAG ±4px at 1280 & 1920, ≈1152px; shared ≈1152px; standalone doc ≈1112px; modal unchanged ≈1100px; 360px overflow-free), `test_ui_customization` 4, `test_admin_theme_tab` 5, `test_document_viewer` 7, `test_save_share_ux` 5, `test_sticky_navbar` 3, `test_markdown_tables` 6, `test_responsive_polish` 7, `test_chat_rag` 3, `test_theme_semantic_completion` 8.
- Completion criteria: ① measured 72rem everywhere (≥~1200px, ±4px) + full-width below + 360px clean — **PASS** (E2E); ② zero 46rem rules / no 1500px block / four token selectors — **PASS** (grep + unit pins); ③ B4 byte-identical no-op + mobile squeeze — **PASS** (theme + responsive suites green); ④ full suite / coverage / lint — **PASS**; ⑤ atomic commit — left to the harness per executor protocol (all changes in the working tree, uncommitted).
- Deviations: none from phase decisions; only change in this pass is the race fix above (test-only, behavior unchanged).
- Next pending phase: `98_sync_summary_visibility` (numeric order in `todo/`; also pending: 99, 101–105).
2026-09-12 13:37:19 -04:00
ducoterra a2ca2f905f chore(agent): phase 105 (hidden-folders toggle) from TODO.md, clear the list 2026-09-12 11:55:03 -04:00
ducoterra ffa6bda3e5 add phases for fixing suggestion chips
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2026-09-12 10:52:51 -04:00
ducoterra 17dd3bfac1 docs(plan): remove hardcoded phase/migration references to prevent staleness
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Refactor §12 roadmap to point to ls commands and 00_phase.md files
instead of listing specific phase numbers and descriptions.

Remove ~20 phase-number references from anchors, revision notes,
tool surface, feedback, and sync sections — keep only the one
stable reference (phase 03 convention).

Replace migration ranges with 'ls alembic/versions/'.
Replace hardcoded retry values with 'configurable (defaults: ...)'.
Status header now points to §12 instead of listing counts.
2026-09-12 10:22:45 -04:00
ducoterra 800bea769a docs(phases): author todo queue phases 98-102
98 sync summary visibility (status phases + pending markers), 99 catalog
one-line clamp + breadcrumb back-nav, 100 72rem page-width consistency,
101 tokens page overhaul, 102 extensionless filename import.
2026-09-12 10:15:22 -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 9188be259b phase: 93_theme_semantic_completion
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All verification is complete. Final report:

**Phase 93 — Theme semantic completion: FINAL VERIFICATION PASS — ALL GREEN**

- Verified full implementation in tree: migration `0016` (8 nullable semantic columns, applied at head), 17-var `BUILTIN_COLORS`/`COLOR_FIELDS`/`effective_settings`, API validation, `#view-theme` State-colors fieldset (17 pickers), `theme.js` FIELDS/PAIRS (5→8), `.page-head` surface panel (6 shell views + doc-edit + shared.html; login card / document sticky header audited as already-surfaced), mock_llm `content: None` fix
- Fixed 2 pre-existing defects (both fail identically on baseline `d4f38ad`, proven via worktree A/B): `test_nav_rename_sources` — expected nav tail missing the phase-91 "Theme" link; `test_stale_ui_copy` — now truncates `saved_chats` before/after (house `test_suggestion_chips` pattern) so the seed-chip contract is deterministic on the shared dev DB (owner's 22 saved chats triggered phase-80 last-3-questions)
- Tests: `uv run pytest --cov=app --cov-report=term-missing` → **1868 passed, app/ 99%** (>90% ✓); `uv run ruff check .` → clean; `uv run pyright` → **0 errors**
- E2E: dedicated `uv run pytest tests/e2e/test_theme_semantic_completion.py -v --no-cov` → **8/8 in isolation** (all-gray 17-color theme: zero residual color on saved-result/Stale/Revoked/Local/tool-call elements, text labels intact, gray heads non-transparent, pre-paint tag, Reset → byte-identical no-tag); 15 theme/header/nav/responsive suites green in isolation; full 85-file combined run: only the 2 fixed pre-existing failures + 1 combined-run artifact (`test_sync_upload_progress`, green in isolation)
- Completion criteria: (1) monochrome E2E ✓ (2) default byte-identical, no `#bor-theme` tag ✓ (3) all page heads on solid surface ✓ (4) suite/coverage/lint/E2E green ✓ (5) phases 01–92 no behavior change ✓ (6) commit left to harness per protocol
- Notable: cleaned stray uvicorn leftovers from prior implementation pass (owner's `--reload` dev server untouched); no deviations from the phase design
- Next pending phase: `94_ls_tree_drilldown`
2026-09-10 16:43:08 -04:00
ducoterra d4f38ad3ce add PLAN.md
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2026-09-10 13:08:55 -04:00
ducoterra bf308eb795 chore(agent): phase 93-95 roadmap from TODO.md — theme completion, ls tree drill-down, read truncation cap
Convert the three unchecked TODO.md items into an executable phase
roadmap (Protocol B, appended after phase 92):

- 93_theme_semantic_completion (TODO L3): the ok/err/accent state
  families become Theme-tab-controlled (B3 revised, owner permission
  2026-09-10) + surface panels behind every page head
- 94_ls_tree_drilldown (TODO L4): ls becomes a source -> folder ->
  file tree with sync-time lite-model folder summaries; controlled
  tool-calling battery as the accuracy/performance gate
- 95_read_truncation_cap (TODO L5): read capped at BOR_READ_MAX_CHARS
  (128k chars ~= 32k tokens, spec'd on the 128k-token minimum context),
  LLM-visible truncation notice pointing at grep, new tool_result SSE
  event (A15 extension) + the visible UI marker

Owner decisions (B3 / A7 scope / A15) are recorded in the phase files;
.agents/PLAN.md is being redone separately per the owner.
2026-09-10 11:37:25 -04:00
ducoterra dac4a3eec0 docs(agent): restore master plan at .agents/PLAN.md with locked decisions through phase 92
Re-lands the master plan (removed from VCS in 281f355 as .agent/PLAN.md)
at .agents/PLAN.md — the path AGENTS.md and the codebase's PLAN §…
references use. Rebuilt from the original text plus every
owner-permitted revision recorded in the completed phases: A1–A17
anchors with the full revision log (auth, SSE thinking/tool/retry
events, agent tools, history, SPA shell), new A18–A20 (docs push,
deploy caching, security headers), current data model (11 tables),
locked persona + <tools> copy, current UI/UX contracts (46rem/92rem
column, theme tab, never-stale feedback, no autoscroll), the full
per-turn log line, and the phase 01–92 roadmap with the open TODO.md
items as next up.
2026-09-10 09:28:58 -04:00
ducoterra df91c6316c phase: 92_theme_save_and_coverage
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**Phase 92 final verification pass — all green.** This pass re-verified the completed tasks (all 5 task files already in `complete/`) against every completion criterion; no defects found, nothing to fix.

- Verified: 9th identity var `grid_line` end-to-end (migration `0015` at head, model/`theming.py`/schemas/API, 422 + built-in→NULL tests present); `styles.css` zero hardcoded literals outside `:root` + derived `--brand-*` vars; 9th picker in theme form; wordmark themed; `theme.js` save/reset/re-show/mount live-sync; dedicated E2E suite + phase-91 suite updated.
- `uv run pytest --cov=app --cov-report=term-missing` → **1845 passed, exit 0, TOTAL 99%** (>90%)
- `uv run ruff check .` → clean; `uv run pyright` → 0 errors, 0 warnings
- `uv run pytest tests/e2e/test_theme_save_and_coverage.py -v --no-cov` → **3 passed** (save-live, reset-live, whole-site)
- `uv run pytest tests/e2e/test_admin_theme_tab.py -v --no-cov` → **5 passed**
- Criteria: (1) Save/Reset repaint open page, no nav, SPA-nav survives, pre-paint intact ✅; (2) both `rg` gates green (only `:root` + documented `#fff` Stop label; zero SVG hex attrs), grid/selection/hovers/wash/wordmark E2E-proven ✅; (3) no-op contract live-checked: row-less `/` = no tag + exact A1 CSP, grid-only row = 9-var tag in `COLOR_FIELDS` order + sha256 CSP, with-row ≡ row-less bytes ✅; (4) full suite/coverage/lint/both E2E ✅; (5) commit left to the harness per instructions.
- Deviations (previously made, probe-verified, kept): live repaint uses CSSOM `<html>` overrides because Chromium blocks `<style>` textContent mutations under the locked sha256-only CSP (tag text still mirrors the next load; `<html>` style exact-saved after Save, empty after Reset); wordmark themed via 3 `.brand-mark` CSS rules instead of inline styles (task 03's inline attrs were CSP-blocked — fixed during task 04).
- Next pending phase: none — `todo/` contains only `92_theme_save_and_coverage`.
2026-09-10 00:23:08 -04:00
ducoterra d22d260b8b phase: 91_admin_theme_tab
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All verification is complete — this pass needed no code changes. Final report:

**Phase 91 — Admin Theme tab: final verification pass (all 6 tasks already in `complete/`)**

- Verified pre-paint theming end-to-end: `ui_settings` store + resolver, admin `GET/PUT /api/ui-settings`, `CachingMiddleware` inline-`<style id="bor-theme">` injection before `</head>` (incl. `/shared/<token>` prefix branch, unit-pinned), CSP sha256 exemption for the inline tag, Theme tab shell + `theme.js` editor, CSS-file theming fully retired.
- No defects found; zero changes made — working tree left exactly as the task executors left it.
- Tests: `uv run pytest --cov=app` → 1841 passed, 0 failed (TOTAL coverage **99%**; theming/ui_settings/caching all 100%); `uv run pytest tests/e2e/test_admin_theme_tab.py -v --no-cov` → **5 passed** in isolation.
- Lint/types: `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors, 0 warnings.
- Criteria: (1) unset deployment byte-identical, no `#bor-theme` anywhere — ✓ (unit no-op test + E2E reset byte-compare); `rg "BOR_THEME|themes/"` → single hit is the permitted doc-history comment in `frontend/index.html`. (2) admin-only gate + 403s for anonymous and token users — ✓ (E2E test 3). (3) saved theme inline before `</head>` on every page incl. `/shared/<token>`, computed `--brand` on first paint for admin + anonymous — ✓ (E2E test 2 + unit). (4) reset → byte-identical; 5 contrast pairs warn <4.5:1, non-blocking — ✓ (E2E tests 4–5). (5) suite green, >90% coverage, lint clean — ✓. (6) commit deferred to harness per rules.
- Notable: `.agents/PLAN.md` is absent from the repo — the phase overview's Design section was used as the binding spec; no deviation resulted.
- Next pending phase: **none** — 91 is the last phase in `todo/`.
2026-09-09 17:22:24 -04:00
ducoterra 3095c4c577 phase: 90_upload_no_scan
All verification is complete and green. Final report:

**Phase 90 (upload_no_scan) — final verification pass: all criteria verified, no fixes needed**

- Verified (not re-implemented): all 3 tasks already complete; working tree carries the phase's uncommitted changes
- Upload pipeline: `_run_upload` stops after row upsert; success = `{"message": "uploaded"}`, null/0/0 progress; `UploadOut` removed from `app/schemas.py`; gates/unpack/swap/failed states intact
- Copy: button "Upload", bare "Processing…", result line "Uploaded \<name\> — press Sync sources to import it."; hint + caption re-pointed at Sync; no "Upload &" remnants in `frontend/`
- Tests: `pytest tests/unit/test_git_sources.py tests/integration/test_git_sources_upload.py tests/unit/test_frontend_sync_upload.py` → 56 passed; E2E phase suite `tests/e2e/test_upload_no_scan.py` → 3 passed (zero docs after upload; ignore edit honored by Sync — 2 added, `notes/skipme.md` excluded; re-upload in-place, still zero docs); affected suites `test_archive_upload_sources.py` + `test_sync_upload_progress.py` + `test_source_removal_cleanup.py` → 15 passed
- Full suite: `uv run pytest --cov=app --cov-report=term-missing` → **1808 passed, 99% coverage** (>90%); `uv run ruff check . && uv run pyright` → clean, 0 errors

**Completion criteria:**
1. Upload settles "ready for sync", zero docs, row + ignore editor — ✅ (E2E test 1)
2. Button "Upload", no "Upload &" copy — ✅ (`rg` empty in frontend/, app/, tests/)
3. RAG-page "Sync sources" imports upload honoring edited ignores — ✅ (isolated E2E test 2)
4. Suite green, >90% coverage, lint clean — ✅ (99%, ruff+pyright clean)
5. Atomic commit — ✅ left to harness per executor rules (no git add/commit run; tree staged-ready)

**Deviations:** `regenerate_overview` still appears once in `git_sources.py` — inside `delete_git_source` (phase-69 locked total-removal behavior, not the upload leg; upload leg is scan-free). `.agents/PLAN.md` does not exist in this repo; locked decisions A1–A4 were enforced from the phase files.

**Next pending phase:** `91_admin_theme_tab` (in `todo/`).
2026-09-09 14:08:18 -04:00
ducoterra 0c8a7b9974 chore(agent): phase 90-91 roadmap from TODO.md — upload without scan + admin theme tab 2026-09-09 08:50:14 -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 0495e4e7e4 chore(agent): phase 89 roadmap from TODO.md — per-source ignore paths for imports 2026-09-08 22:55:58 -04:00
ducoterra 1f0e4c6bb9 fix(ui): bind the shared header controls on explicit init, not at module import
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header.js's control bindings (sign-out, the mobile hamburger, the
SINGLE New chat button) ran at module import. The Containerfile stage-1
build inlines header.js into every bundle that imports it (the shell's
app.js, token-gate.js and the router's lazy views), so the shell page
registered the #nav-toggle click handler twice, and two toggle handlers
cancel each other — one tap = open + close = the mobile menu dead in
the deployed image only. The dev tree's single ESM instance (and every
test that runs against it) never showed it; a lazy view load adding a
THIRD copy made the menu work again, which is why the failure looked
state-dependent (chat cold boot dead, /sources.html alive).

- header.js: the three bindings move into an exported
  bindSharedHeaderControls(), guarded by a marker on <body> (NOT module
  state — every bundle copy has its own function instance), so later
  bundle copies and repeated inits (the token gate's mid-page header
  re-boot) are no-ops; header.js is now side-effect-free at top level,
  which also lets esbuild tree-shake the dead copies out of the bundles
  that do not need them (the token-gate bundle no longer carries the
  binding code at all)
- app.js / login.js / shared.js / document.js: call
  bindSharedHeaderControls() once at module top — import-time parity,
  unconditional (no async boot path to miss); doc-edit.js ships no
  header controls and calls nothing
- unit: tests/unit/test_header_bindings_once_per_document.py pins the
  contract — the init export, the document-level idempotency marker,
  all three bindings inside the init, NO top-level addEventListener
  remaining, and exactly one module-top call in each header-carrying
  page script; stale import-time docstrings in the legacy header pins
  updated to the new contract

Verified: full unit + integration suite (1746 passed), the hamburger /
pinned-composer / smoke E2E stories green in isolation, ruff + pyright
clean. Containerfile-equivalent esbuild 0.25.5 rebuild probed in
Chromium: exactly ONE #nav-toggle click listener on chat cold boot,
/sources.html and login.html, and a touch tap opens the menu in all
three states (pre-fix production: two listeners on cold boot = dead,
three on sources = alive).
2026-09-08 22:31:45 -04:00
ducoterra 4d287155c0 phase: 88_mobile_chat_hamburger_boot
Build and Push Containers / build-and-push-app (push) Successful in 2m16s
Build and Push Containers / build-and-push-db (push) Successful in 11s
All completion criteria verified green. Final state confirmed: phase stays in `todo/` per A4 (owner device gate), task files in `complete/`, no `app/` changes, no commits made (harness commits).

## Phase 88 — final verification pass report

**Verified (all 6 tasks already complete):** `touch-action: manipulation` on mobile `#nav-toggle`; `#view-chat.chat-booted` double-rAF sticky handover (CSS gate + app.js boot IIFE); `body.nav-menu-open` marker in `setNavMenu` + ≤640px `visibility: hidden` rule; router boot contract (`wasMounted && !opts.boot` + `boot: true`); new unit module (10 pins) + 4-test real-touch E2E story.

**Test / lint / coverage:**
- `uv run pytest --cov=app --cov-report=term-missing` → 1741 passed, **99%** on `app/` (>90% ✓)
- `tests/e2e/test_mobile_chat_hamburger_boot.py` 4/4, `test_mobile_hamburger_nav.py` 8/8, `test_pinned_composer.py` 4/4, `test_smoke.py` 3/3 — each in isolation, `--no-cov` ✓
- `uv run ruff check .` clean; `uv run pyright` 0 errors ✓

**Completion criteria:** (1) 360px cold-boot touch-action + sticky handover + tap-opens-menu-with-cluster-hidden (E2E 1–2) ✓; (2) boot fires no `bor:view-refresh`, re-show fires exactly one, `/sources.html` regression (E2E 3–4) ✓; (3) full gate green ✓; (4) diff limited to 4 assets + 2 new tests + phase files, 0 changes in `app/` ✓; (5) commit deferred to harness per executor rules ✓; (6) owner device re-verification **pending** (A4 — gates the archive; no Owner report recorded yet).

**Deviations (both documented in-tree):** unit pins updated in `test_frontend_router.py`/`test_hamburger_nav.py` (their exact-text pins collided with the mandated new guard/marker text — without them the suite goes red); `boot: true` count pinned at 1 not 2 (codebase has one boot call site, no `history.state` branch — verified against git HEAD).

**Next pending phase:** none in `todo/` — pipeline awaits the owner's on-device report (archive, or `?dbg=nav` instrumentation follow-up if the menu is still dead).
2026-09-08 16:02:45 -04:00
ducoterra 10fd367962 fix(chat): render typing-indicator elapsed hint as horizontal text
Build and Push Containers / build-and-push-app (push) Successful in 1m43s
Build and Push Containers / build-and-push-db (push) Successful in 15s
The phase-87 ".typing-elapsed" dot-geometry reset (specificity 0,1,0)
lost every shared declaration to the ".typing span" dot rule
(0,1,1): the hint rendered as an 8x8px bouncing dot and the "Ns" text
wrapped one character per line below the bubble (overflow-wrap:
anywhere on .bubble). Phase 87's e2e checked text values only, so the
squish shipped unseen.

- retarget the reset at ".typing span.typing-elapsed" (0,2,1) so it
  actually wins; center the dots while the hint line is taller
- unit: pin the reset's selector context (specificity regression guard)
- e2e: layout pin on the live hint — no dot animation, not an 8px box,
  horizontal single-line bounding box
- before/after verification screenshots in
  .agents/reports/87_big_read_progress/

Verified: unit 41 passed, phase-87 e2e 4 passed (isolated), ruff +
pyright clean.
2026-09-08 10:03:10 -04:00
ducoterra 5abe8871e3 fix(chat): raise pre-token guard from 120 s to 300 s
Build and Push Containers / build-and-push-app (push) Successful in 1m48s
Build and Push Containers / build-and-push-db (push) Successful in 15s
The client-side TURN_TIMEOUT_MS was the binding constraint: turns with
slow prompt processing (no first SSE frame within 120 s of visible time)
errored with the 'stuck' copy even though nginx (300 s) and
BOR_LLM_TIMEOUT (300 s) would have let them run. Raise the guard to
300 s so the upstream timeouts are reachable, and re-pin the tests:
the unit constant pins and the fake-clock E2E timeline (295 s hidden
+ 290 s after the re-arm = 585 s: past the original 300 s deadline,
short of the re-armed 595 s deadline).

Verified: tests/unit (full, 100% pass), tests/e2e/test_hidden_tab_stream.py
and tests/e2e/test_loading_feedback.py in isolation.
2026-09-08 09:37:33 -04:00
ducoterra 7cfe58fb21 phase: 87_big_read_progress
Build and Push Containers / build-and-push-app (push) Successful in 2m48s
Build and Push Containers / build-and-push-db (push) Successful in 19s
All criteria verified — no defects found, nothing to fix. Final report:

**Phase 87 — big read progress: final verification pass (all tasks already complete in `complete/`)**
- Verified implementation vs. overview: `TOOL_LINE_ELAPSED_AFTER_MS = 5_000`, single live `armToolLineClock` site, settle on thinking/retry/delta, `stopToolLineClock` in `setUiState`, visible `.typing-elapsed` (aria kept byte-identical), CSS AA pairing — all match design; `app/` byte-identical (0 changes)
- **Tests/lint (exact outcomes):**
  - `uv run pytest --cov=app --cov-report=term` → 1732 passed, coverage **99%** (>90% ✓)
  - `uv run pytest tests/e2e/test_big_read_progress.py -v --no-cov` → **4 passed** (ticking suffix, visible hint, settle, no-timer restore)
  - `test_thinking_display.py` → 5 passed · `test_agent_document_tools.py` → 4 passed · `test_smoke.py` → 3 passed (all isolated)
  - 3 pinned frontend suites + new unit pins → 62 passed · `uv run ruff check . && uv run pyright` → clean, 0 errors
- **Completion criteria:** E2E pins 1–4 ✓ · guard/state-machine byte-identical ✓ (diff is additive only) · diff scope limited to `app.js`, `styles.css`, 2 new test files, phase files; nothing in `app/` ✓
- **Notable:** no deviations; commit + `00_phase.md` move left to the harness per executor rules (task files already in `complete/`)
- **Next pending phase:** none — `todo/` contains only this phase (87 is the last)
2026-09-08 05:51:23 -04:00
ducoterra 0f6b9ff7e6 phase: 86_history_page_width
All criteria verified. Final report:

**Phase 86 final verification pass — all green, no defects found.**

- **Verified (previously implemented):** `position: relative` on shared `.table-wrap` (the one-rule A3 fix, +12 lines in `frontend/assets/styles.css`); unit pin `tests/unit/test_table_wrap_stacking.py` (3 tests); E2E story `tests/e2e/test_history_page_width.py` (5 tests: History 626→≤375, Tokens 618→≤375, SPA switch with window-sentinel, RAG regression, desktop 1280×800)
- **Tests/lint (this pass):** `uv run pytest` → 1720 passed · `uv run pytest --cov=app --cov-report=term-missing` → TOTAL **99%** (>90% floor) · E2E in isolation: `test_history_page_width.py` 5 passed, `test_chat_history.py` 5 passed, `test_api_tokens.py` 9 passed, `test_smoke.py` 3 passed · `uv run ruff check . && uv run pyright` → clean, 0 errors
- **Completion criteria:** ① 375px direct+SPA `scrollWidth ≤ innerWidth` on History/Tokens — PASS (E2E pins) ② in-card scroll preserved + full-width + a11y spans in DOM — PASS ③ Sources + desktop regression — PASS ④ full suite/coverage/E2E/lint gates — PASS ⑤ `git diff --stat` limited to `styles.css` (+12) + new test files + phase files, no `app/`/markup/JS — PASS ⑥ commit/move — left to harness per executor rules (working tree intact, `todo/` dir removal already reflected)
- **Notable:** red→green (CSS reverted → 626px failure) and manual live check already recorded in `.agents/reports/86_history_page_width/`; pre-existing untracked `.agents/remediation_plan.md` (Sep 7 security audit) untouched
- **Next pending phase:** `87_big_read_progress`
2026-09-08 02:38:45 -04:00
ducoterra 412a560348 phase: 85_mobile_menu_gate_overlap
All verification complete. Final report:

**Phase 85 final verification pass — all green** (tasks 01–03 already complete; independently re-verified from scratch)
- Verified fix in tree: `styles.css` `.auth-gate` z-index 500→15 + rewritten stacking comment (no `z-index: 500` left); `index.html`/`document.html` comment-only; `token-gate.js` docstring-only (logic byte-identical); `test_mobile_hamburger_nav.py` real-click conversion + new `test_anonymous_toggle_tappable_with_gate_up`; new `tests/unit/test_gate_header_stacking.py` (3 pins); `test_api_tokens.py` untouched
- `uv run pytest` → 1717 passed, 1 warning (exit 0)
- `uv run pytest --cov=app --cov-report=term-missing` → TOTAL **99%** (>90%)
- E2E in isolation: `test_mobile_hamburger_nav.py` **8 passed**; `test_api_tokens.py` **9 passed** (unchanged); `test_smoke.py` **3 passed**; `test_document_viewer.py` **7 passed**
- `uv run ruff check . && uv run pyright` → clean / 0 errors
- Live probe (375×812, anonymous, fresh server): on `/` and `/history.html` `elementFromPoint` at toggle → SVG `path`, never `#auth-gate`; real click opens menu (`aria-expanded=true`); exactly one visible nav link (Chat) + sign-in copy; Chat link topmost over gate; `#main` inert — criteria 1, 2, 3 confirmed directly
- Criteria: (1) real-click menu on / + /history ✅ (2) dropdown above gate ✅ (3) anonymous contents + #main inert ✅ (4) admin byte-identical (phase-46 tests green) ✅ (5) doc-viewer gate under bar (CSS pin + doc-viewer suite) ✅ (6) full gate green ✅ (7) diff scoped to the 5 code files + new unit test + phase files, nothing in `app/` ✅ (8) commit + todo→complete move left to harness per executor rules (task files already in `complete/`)
- Note: `.agents/remediation_plan.md` (untracked) is a pre-existing artifact of the earlier security audit — left untouched; a missing "N passed" line seen mid-pass was my own `-q`+addopts `-q` = `-qq` quirk, not a defect
- Next pending phase: `86_history_page_width`
2026-09-08 01:56:37 -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 fa189dede7 phase: 83_chat_save_payload_limits
All verification criteria are confirmed green. Final report:

**Phase 83 — final verification pass (all tasks already complete; verified, nothing to fix)**

- Verified `app/schemas.py` carries every A1 cap (text/thinking 32 000, sources 20, suggestions 50×200, tools 50, SourceRef 120/1000/500, ToolCall 100/2000, messages ≤200) — boundary-only, `app/api/chats.py` untouched
- Verified all test pins exist and pass: 32 unit boundary tests (both edges of every cap + round-trip), 4 oversized-422 integration pins (text/201-msgs/21-sources/PUT, each with nothing-stored/row-unchanged assertions), A3 SSE done-event pin at column maxima, dedicated E2E (anon 40 000-char POST → 422 + small save → 201)
- `uv run pytest tests/unit/test_schemas.py -v` — 32 passed
- `uv run pytest tests/integration/test_chats_api.py` — exit 0; A3 pin — passed
- `uv run pytest tests/e2e/test_chat_save_payload_limits.py -v --no-cov` — 2 passed (isolation); `uv run pytest tests/e2e/test_chat_history.py -v --no-cov` — 5 passed
- `uv run pytest` — exit 0 (~1 704 tests, 0 fail/skip); `uv run pytest --cov=app` — TOTAL 99%, `app/schemas.py` 100% (>90% ✓)
- `uv run ruff check . && uv run pyright` — clean (0 errors)
- `git diff --stat` — only `app/schemas.py`, 3 test files (+`test_chat_api.py` A3 pin, sanctioned by task 02), phase files; no `app/api/chats.py`/`alembic`/`frontend`/`pyproject`/`uv.lock` diff ✓
- All completion criteria met; commit + phase move left to the harness per pipeline rules (changes stay in working tree)
- Deviation note: list caps use `max_length` instead of `max_items` — identical in pydantic 2.13 (`max_items` is a deprecated alias); both boundaries behaviorally pinned
- Next pending phase: `84_docs_push_error_sanitization`
2026-09-08 00:33:21 -04:00
ducoterra e29d68d9f0 phase: 82_security_headers
All completion criteria verified green — no defects found, nothing to fix. Final report:

**Phase 82 (security headers) — final verification pass: all green**

- Verified prior-run implementation: `app/core/security_headers.py` (pure-ASGI, header-only, exact A1 CSP), registration in `app/main.py` after `configure_caching` (outermost), unit/integration/E2E suites.
- Deviation confirmed sound: `data:`-URI favicon (blocked by locked CSP) → static `frontend/assets/favicon.svg` in 5 templates + Containerfile `cp`; SVG element byte-identical to the old data-URI (verified programmatically); serves 200 with all three headers.
- Curl check (server booted like e2e conftest, log: `/tmp/curl_security_headers_final.log`): `/`, `/api/health`, `/assets/styles.css`, `/nope` (404) → all three headers, CSP exactly `default-src 'self'; base-uri 'none'; frame-ancestors 'none'`.
- `uv run pytest tests/unit/test_security_headers.py tests/integration/test_security_headers.py -v --no-cov` → 13 passed (incl. SSE byte-identity pin).
- `uv run pytest tests/e2e/test_security_headers.py -v --no-cov` (isolated) → 2 passed (headers + zero CSP violations + painted page).
- SSE tripwire `uv run pytest tests/e2e/test_chat_rag.py -v --no-cov` → 3 passed.
- `uv run pytest --cov=app --cov-report=term-missing` → 1665 passed, app/ 99% (>90%); `uv run ruff check . && uv run pyright` → clean (0 errors).
- `git diff --stat` limited to phase-82 files + the two documented deviations (favicon set, `tests/unit/__init__.py`); no `pyproject.toml`/`uv.lock`/JS diffs.
- Commit + phase-dir move left to the harness per pipeline rules (not executed by me).

Next pending phase: `83_chat_save_payload_limits`.
2026-09-07 23:54:41 -04:00
ducoterra 42a4222949 phase: 81_login_rate_limit
All gates verified. The phase is complete — everything was already implemented by prior task runs; this pass verified each completion criterion end-to-end and found no defects.

**Phase 81 final verification report** (tasks 01–03 all present in `complete/`; no code changes needed this pass)

- Verified: `app/core/rate_limit.py` (stdlib sliding window, fail-open) + both login routes' 429 pre-check/record/reset wiring + all unit/integration pins present (11th-429, blocked-success-still-429, clean-counter reset, shared counter, autouse `clean_rate_limit` fixture documented).
- Live check (task 03): dev server + 11 rapid wrong logins → `401 ×10, 429`; 429 body carries `retry-after: 900` + generic detail; server restarted (per-process counter cleared by design).
- `uv run pytest tests/unit/test_rate_limit.py -v --no-cov` → 10 passed
- `uv run pytest --cov=app --cov-report=term-missing` → 1652 passed, **TOTAL 99%** (>90%; rate_limit.py 100%, auth.py 100%)
- `uv run pytest tests/e2e/test_smoke.py -v --no-cov` (isolation) → 3 passed
- `uv run ruff check . && uv run pyright` → All checks passed / 0 errors, 0 warnings
- Completion criteria: all met, except commit + phase-dir move — per harness rules I left all changes uncommitted in the working tree (harness commits atomically and moves the phase).
- Diff scope: exactly `app/core/rate_limit.py`, `app/api/auth.py`, `tests/unit/test_rate_limit.py`, `tests/integration/test_auth_api.py` + phase files; `pyproject.toml` / `uv.lock` / `frontend/` untouched.
- Deviations: none in code; commit/move deferred to harness as instructed.
- Next pending phase: `82_security_headers`.
2026-09-07 23:08:46 -04:00
ducoterra 894637108c add configurable llm timeout
Build and Push Containers / build-and-push-app (push) Successful in 1m44s
Build and Push Containers / build-and-push-db (push) Successful in 12s
2026-09-07 22:01:53 -04:00
ducoterra e2bed52751 chore(agent): phase roadmap from TODO.md, 3 phases (85-87)
TODO.md L3-L5 converted to executable phases (protocol B - append):
- 85_mobile_menu_gate_overlap (L3): the phase-79 token gate (z 500, fixed
  full-viewport) sits above the sticky header (z 20), so an
  unauthenticated visitor's tap on the mobile hamburger hits the gate
  overlay and the menu is unreachable until login. Reproduced:
  elementFromPoint at the toggle resolves to #auth-gate on every shell
  view; real clicks are intercepted. Fix: gate at z 15 (below the
  header + its mobile dropdown), #main stays inert-locked; the
  phase-46 E2E's programmatic-click workaround becomes a real click +
  a new TODO-regression pin.
- 86_history_page_width (L4): at 375px the History page panned ~250px
  into a blank region (document scrollWidth 626) although the table
  scrolled fine inside its card. Root cause: the .visually-hidden
  Actions header span is position:absolute with no positioned ancestor,
  so its 1px box (at the 640px table's right edge) leaks into the
  document's scrollable overflow. Fix: position:relative on the shared
  .table-wrap card (the identical Tokens-view defect, measured 618, is
  fixed by the same rule; RAG is clean and pinned). New E2E story.
- 87_big_read_progress (L5): after a tool read the UI sat on a static
  'Reading <path>' line while the model prefilled the big context -
  the turn looked frozen. Frontend-only: a ticking '(Ns)' suffix on
  the latest tool line after 5s of frame silence (settle on the next
  frame, live-only - restored lines stay timer-free) + the existing
  10s aria-only typing clock promoted to a visible 'Ns' hint. New
  source-level unit pins + slow-proxy E2E story (deterministic >=6s
  gaps via the mock tool flow).

TODO.md cleared (items now live in .agents/phases/todo/). The pre-existing
uncommitted 81-84 phases + remediation_plan.md are a separate workstream
and are NOT part of this commit.
2026-09-07 21:12:03 -04:00
ducoterra 7baca3d289 update README
Build and Push Containers / build-and-push-app (push) Successful in 17s
Build and Push Containers / build-and-push-db (push) Successful in 11s
2026-09-07 14:26:26 -04:00
ducoterra 2174caff33 fix button widths on mobile
Build and Push Containers / build-and-push-app (push) Successful in 1m39s
Build and Push Containers / build-and-push-db (push) Successful in 12s
2026-09-07 14:18:45 -04:00
ducoterra f664aafeed fix(ui): give the mobile refresh controls labels and full width
At <=640px the RAG "Sync sources" pill and the History "Refresh"
pill squeezed down to tiny icon-only buttons — hard to discover and
tap on a phone. They are now full-width labeled pills:

- the RAG page-head row wraps so the Sync pill drops below the
  "Knowledge base" title at full width; the History page-head
  already wrapped the pill below its title block
- the Sync label's min(16rem, 40vw) cap lifts on mobile (min-width: 0
  engages the ellipsis) so the live-file text truncates against the
  full width instead of the 40vw cap
- the Refresh glyph joins its visible label (it stays hidden on
  desktop, where the label carries the pill)

This matches the established mobile full-width pill language (New
chat / Share / stale-ban Regenerate). The three unit tests that
pinned the old icon-only CSS are updated to pin the new behavior.
2026-09-07 14:16:41 -04:00
ducoterra 7fce6572d0 feat: phases 77–80 — navbar view refresh, static background, API tokens, history suggestion chips
Build and Push Containers / build-and-push-app (push) Successful in 1m45s
Build and Push Containers / build-and-push-db (push) Successful in 13s
Single consolidated commit for four completed, validated phases (77, 78,
79, 80). The pipeline run left all work uncommitted because the harness
commits only with PHASE_COMMIT=1 while child executors are forbidden from
committing; the phases themselves all passed validation and moved to
.agents/phases/complete/.

Phase 77 — navbar view refresh
- router.js dispatches bor:view-refresh on re-show / active re-click /
  popstate (gated on wasMounted; first show and boot exempt)
- History / RAG / Sources / Tuning re-fetch on refresh (admin branch);
  Chat deliberately excluded (stream survival)
- History "Refresh" button (admin-only, in-flight disable + status line)
- New story suite tests/e2e/test_navbar_refresh.py (7 tests)

Phase 78 — static background
- Removed the animated glow layers; static 44px grid over the flat --bg
  canvas; default and reduced-motion renders byte-identical
- Updated background/theme E2E suites; removed bg-glow test pins

Phase 79 — API tokens
- api_tokens model + migration 0012; hash-only token service
- Admin tokens API + Tokens admin view; POST /api/token-auth;
  live-revoking require_user on chat / suggestions / document content
- Frontend token gate with localStorage cache; anonymous E2E suites
  migrated to token login
- New story suite tests/e2e/test_api_tokens.py (9 tests)

Phase 80 — history suggestion chips
- last_questions() endpoint with SEED fallback; startNewChat() refetch
- Seed-semantics docs (config.py, .env.example, README)
- Integration state matrix + E2E suite rewritten to the 4 chip states

Also included: phase-76 report artifacts and the repo restore-test-db
skill (previously untracked), scripts/* ruff fixes from phase 77.

Final gate state (phase 80 final pass, covers everything above):
- uv run pytest --cov=app → 1637 passed, 0 failed, app/ coverage 99%
- uv run ruff check . && uv run pyright → clean, 0 errors
- Per-phase story E2E suites green in isolation
2026-09-07 12:39:01 -04:00
ducoterra 495d042a98 chore(agent): phase roadmap from TODO.md — 4 phases (77–80)
Build and Push Containers / build-and-push-app (push) Successful in 1m54s
Build and Push Containers / build-and-push-db (push) Successful in 13s
Protocol B append: navbar refresh + History refresh button (77, TODO L3),
static background — glow layers removed (78, TODO L4), admin-issued API
tokens with the in-app gate + browser caching, only shared chats stay
anonymous (79, TODO L5), onboarding chips as the last 3 questions asked
with the env seed only before the first (80, TODO L6).

TODO.md cleared — its items now live in .agents/phases/todo/.
Owner-confirmed assumptions recorded in each phase overview
(A1–A7, chat 2026-09-06).
2026-09-06 23:54:11 -04:00
ducoterra b78afc08f2 docs(bench): add chat model results to CSV benchmark
Added 6 rows for chat model results (lite + turbo, fixture + derived) to benchmarks/model_benchmarks.csv.
2026-09-06 21:59:06 -04:00
ducoterra f221b40fce feat(agent): add CSV benchmark recorder + summary/embedding test scripts and skills
New files:
- scripts/model_benchmark.py — shared CSV recorder for all model tests
- scripts/test_summary_model.py — summary model quality benchmark (coherence, coverage, brevity, hallucination)
- scripts/test_embed_model.py — embedding model benchmark (dimension, cosine accuracy, speed)
- .agents/skills/test-summary-model/SKILL.md — skill for testing summary models
- .agents/skills/test-embed-model/SKILL.md — skill for testing embedding models
- benchmarks/README.md — schema documentation

Updated:
- .agents/skills/test-chat-model/SKILL.md — now also records to CSV

All three scripts write to benchmarks/model_benchmarks.csv with one row
per run per check. The CSV accumulates results across runs for comparison.
2026-09-06 21:58:35 -04:00
ducoterra 70ba8710f3 docs(agent): record the turbo sanity check on the controlled fixture battery
2026-09-06 fixture runs: contract 100 %, executed 100 %, wall ~113 s (2 runs). Derived battery: FAIL only on usage floor (5/10 tool-turns) — answers seeded questions from context, which is ideal grounded behavior. Wall time ~2.8× lite (113 s vs 40 s). Model is clean.
2026-09-06 21:49:57 -04:00
ducoterra bf64c0d7e4 docs(agent): record the lite comparison on the controlled fixture battery
2026-09-06 fixture runs: contract 92–93 %, executed 64–75 %, wall ~40.5 s (2 runs). Derived battery: FAIL, 36 % executed (38.3 s). Same pattern — copy-invariant re-read habit blocks the ≥90 % executed bar under current ALREADY_IN_CONTEXT refusal semantics. Model is working correctly; the bottleneck is the app's dedupe refusal, not the model.
2026-09-06 21:42:14 -04:00
ducoterra ffa919b8bf fix(chat): keep in-flight answers alive across in-app view switches
Root cause (owner repro, verified in a real browser 2026-09-06): the
five navbar views (Chat, RAG, Sources, Tuning, History) were separate
HTML documents, so a navbar click was a REAL cross-document navigation
— the chat page unloaded, the in-flight SSE fetch was aborted, and the
phase-48 teardown (app/api/chat.py `finally`, "chat: turn cancelled")
stopped the model. Observed: send question -> click RAG mid-stream ->
click Chat -> the answer never finished: no `query_log` row, and on
return a dangling question with no brain record (the pre-token pagehide
partial persist skips because `acc` is empty).

Phase-48 LOCKED-DECISION REFINEMENT (owner-confirmed 2026-09-06,
flagged per AGENTS.md rule 3, not silently deviated): "real navigation
cancels the fetch" now means LEAVING THE APP — tab close,
external/other-document navigation, the Stop button. In-app navbar
switches are client-side view switches and no longer cancel.

Fix — Option A (SPA shell), chosen over B (Service Worker owns the
stream) and C (server-side turn registry + resume):
- frontend/index.html is the shell: ONE `<main id="main">` holds the
  five `<section class="view">` blocks; hidden views carry BOTH
  `hidden` and `inert` (WCAG — no focus/keyboard traversal). The
  shared header, the single `doc-modal-*` skeleton, and the
  `#app-version` footer each exist exactly once; the per-view copies
  from the four folded pages are dropped.
- New frontend/assets/router.js (vanilla module — no framework, no
  bundler, No-CDN rule intact): lazy-imports a view module on FIRST
  show only (mount-once, hide-forever — the chat view's in-flight SSE
  reader persists across switches; that persistence IS the fix);
  intercepts same-shell navbar links with preventDefault +
  history.pushState (never a document load); handles popstate; single
  writer of `.nav-link` active state (is-active + aria-current),
  document.title, and the per-view meta description (values carried
  over from the old pages' heads, brand-resolved at write time).
- Each folded page's JS becomes `export async function mount(root)` —
  root-scoped queries; `initSharedHeader()` dropped (the header boots
  once in the shell via the chat module; the admin flag comes from the
  same cached `fetchIsAdmin()` promise — zero extra requests).
- app/main.py: a small list-driven route factory serves the shell for
  /tuning.html, /sources.html, /git-sources.html, /history.html —
  registered AFTER the API routers and BEFORE the static catch-all
  (routes-first). The phase-33 caching middleware applies no-cache +
  `?v=` rewriting unchanged; app/core/caching.py needed NO change
  (the view paths did not change — pinned by the integration tests).
- The four old view .html files are DELETED (one source of truth);
  deep links to the old URLs keep working (the router picks the view
  from the pathname); `/?chat=<id>` is unaffected; the Containerfile
  bundles router.js (inlining the lazy view modules) and drops the
  folded page files.
- app/schemas.py: HistoryTurn.text cap 4000 -> 32000 — the shell
  keeps long saved answers in the chat, and the old cap (stricter than
  the 24_000-char total history budget) 422-rejected any second turn
  in such a chat (found by the phase-42 E2E suite on the shell).

Boundaries: login.html, shared.html, doc-edit.html, document.html
REMAIN separate documents (flow pages, not navbar tabs); a mid-stream
navigation to doc-edit/document.html still cancels per phase 48
(follow-up candidate, out of scope). The SSE API is unchanged. Real
departures still cancel the turn — phase 48 intact (pinned by
tests/e2e/test_stop_generation.py, unchanged, and by the new suite's
real-departure control).

Tests:
- Phase-20 suite REWRITTEN to the new semantics
  (tests/e2e/test_sources_midstream_bug.py): a navbar switch no longer
  cancels — the stream survives the switch and the FULL answer
  settles; the pagehide partial persist REMAINS for real departures
  (the partial's exact shape — first streamed chunk prefix, no done
  metadata — is still pinned there).
- NEW story suite tests/e2e/test_nav_switch_keeps_stream.py (mock
  LLM): the owner repro (send -> RAG mid-stream -> Chat: window
  sentinel survives = same document, FULL answer, exactly one brain
  turn in bor.chat.v1, exactly one settled query_log row, auto-saved
  row matches) + the same mid-stream switch against the other three
  views + the real-departure-still-cancels control + the no-switch
  baseline.
- tests/unit/test_frontend_router.py: source-level pins of the router
  invariants (click interceptor targets ONLY same-shell view paths,
  pushState-only switches, mount-once guard, hidden+inert pair,
  single-writer active state/title); shell-route integration tests
  (each folded path serves the shell with no-cache + `?v=` body; a
  non-view path still 404s); the file-reading unit pins re-pointed at
  the shell (the four view files are gone — the shell is the source
  of truth).

Verification (this commit): full suite green — 1565 unit+integration
tests, app/ coverage 99% (>90% floor); ruff + pyright clean; the
phase's E2E suites green in isolation (house protocol, AGENTS.md rule
9). Owner repro verified in a real browser against the real LLM
(dev server :8010, headful Chromium): "tell me about everquest" ->
RAG mid-stream -> Chat — the answer completed with one brain bubble
and no error banner, `query_log` gained exactly one settled row
(deflected=True: the dev KB holds no EverQuest docs — the settle, not
the topic, is the proof), zero "chat: turn cancelled" lines for that
turn; the control (real navigation to /shared.html mid-stream) still
cancelled (no settled row, the cancel line logged, the partial
persisted on return). Screenshots: .agents/screenshots/76_manual_*.

Phase 76 (76_spa_nav_shell) complete — moved to
.agents/phases/complete/.
2026-09-06 06:31:31 -04:00
ducoterra 7e567bddf3 prepping for SPA conversion
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2026-09-05 21:50:56 -04:00
ducoterra 0e4651c779 feat(docs): save the whole chat session as a doc
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Phase 75 (TODO.md L4): "Save as doc" now drafts a document from the
ENTIRE chat session — every question and answer up to the click, in
order — instead of only the clicked bubble's answer; the existing
doc-edit screen's free-form body editing is how the user edits out
anything they don't want to keep from previous replies (no new UI
surface).

Task 01 (frontend):
- app.js buildSessionTranscript(): walks the bor.chat.v1 conversation
  record in order — a numbered section per user turn ("## N.
  <question, raw>" + blank line + the raw answer text; more answers
  join under the same heading), sections blank-line separated, all
  trailing whitespace collapsed to one final newline. Only the raw
  persisted text travels (m.who + m.text — no thinking blocks, no
  source chips, no tune metadata); a brain record before the first
  user record is skipped; a heading-only section marks a user turn
  whose answer never landed (A6, owner-confirmed 2026-09-08).
- saveAsDoc(btn): the draft body is buildSessionTranscript(); the
  dead single-bubble markdown parameter is dropped (the button's
  appendSaveAsDocButton signature is unchanged — one button per
  bubble). Title/path/double-click guard/hand-off are unchanged
  (defaultDocTitle: the last question, whitespace-collapsed,
  <=120 chars; docs/<slug>.md).
- Unit: the app.js source pins move to the transcript shape (whole
  session, no thinking, no dead parameter).

Task 02 (E2E):
- tests/e2e/test_save_doc_session.py (bare-repo fixture, the
  phase-59 convention — git as source of truth): three DISTINCT
  on-topic turns in one session (turn 1 carries the phase-17
  "think out loud" trigger so its record has a thinking block the
  transcript must exclude) -> save on the LAST bubble -> the
  prefilled body is ## 1./## 2./## 3. in order, byte-exact against
  the deterministic mock, thinking-free -> edit the whole
  section-2 block out of the body -> push -> git show
  bor-docs:<path> equals the EDITED body byte-for-byte (section 2's
  question and answer provably absent; sections 1 and 3 byte-exact;
  the UI's sha prefix is git rev-parse bor-docs). Second test:
  the button on the FIRST bubble still drafts the whole session
  (A6 — the transcript is the session at click time, title stays
  the last question); canceling leaves the branch tip untouched.
- tests/e2e/test_response_to_docs.py: the phase-59 single-turn body
  expectation moves to the transcript shape ("## 1. <question>" +
  the answer's markdown) — the rest of the suite unchanged.

Also lands the phase-74 file moves (00_phase.md /
03_mock_marker_e2e.md -> complete/) and the phase reports — the
house convention of committing .agents/ with the phase.
2026-09-05 16:59:31 -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 a16130c71d fix(chat): keep generating while the tab is hidden
Root cause (task 01): none of C1-C3 - in Chromium 151 (real mode) a
merely-hidden tab neither stops the stream (frames arrive at full rate;
turn completes) nor fires pagehide on tab switch; C1's double-record
path was proven latent via a synthetic pagehide (trigger is
browser-dependent, e.g. Safari) and C2 (the 120s pre-token guard) was
confirmed to fire while hidden.

- C1: the pagehide partial-persist is correlated with the turn's settle
  (leavePartialIndex) - the done/stop settle REPLACES it in place
  (identity-guarded rememberBrainTurn in-place mode), so bor.chat.v1
  and the auto-saved saved_chats row keep exactly ONE brain turn per
  question; a real navigation never runs a settle, so the leave-save
  is unchanged.
- C2: the visibility re-arm gives the still-armed pre-token guard a
  fresh TURN_TIMEOUT_MS when the tab returns to visible - hidden time
  no longer counts toward the 120s guard.
- Phase-48 teardown contract untouched: Stop / tab close / real
  navigation still cancel the fetch and stop the model.
- Unit pins: tests/unit/test_frontend_hidden_tab.py (the app.js
  mechanisms without a browser).
- E2E pins: tests/e2e/test_hidden_tab_stream.py - synthetic pagehide
  mid-stream completes exactly once with one brain turn (localStorage
  + auto-saved row), reload restores one bubble, no-event baseline,
  and the fake-clock pre-token guard re-arm (discriminating: fails
  with the re-arm disabled).
2026-09-05 14:34:33 -04:00
ducoterra 45c3fa2863 chore(agent): phase roadmap from TODO.md (phases 73-75), clear the file
Convert the two unchecked TODO items into executable phases (Protocol B,
appended after the 72 completed phases):

- 73_hidden_tab_stream (TODO L3): a merely-hidden browser tab must never
  stop a generating answer; repro/root-cause decision tree + the pagehide
  partial-correlation fix + the hidden-tab E2E pin.
- 74_llm_chat_history (TODO L4, history): client-provided history in
  POST /api/chat (stateless, A10) mapped through both the deflected and
  grounded agent paths, prior thinking blocks preserved via
  reasoning_content, capped oldest-first; mock echo marker + E2E.
- 75_save_doc_full_session (TODO L4, save-as-doc): the Save-as-doc draft
  body becomes the full session transcript; edit-out happens in the
  existing doc-edit body; multi-turn git-verified E2E.

Owner-confirmed assumptions A1-A7 are recorded as ASSUMPTION lines in the
task files. TODO.md is cleared (items now live in .agents/phases/todo/).
2026-09-05 12:14:21 -04:00
ducoterra dbf2af26c6 refactor(agents): migrate .agent/ planning tree to .agents/
Standardize on the .agents/ directory (shared with project skills):
phases/, user_stories/, reports/, screenshots/, validate.sh, and
phase-sessions/ + pipeline.log all move to .agents/ (git mv preserves
history; runtime artifacts move alongside).

Updates every reference in AGENTS.md, README.md, .gitignore, app
docstrings, and test story headers. Historical KB content in data/
and the runtime pipeline.log transcript are left untouched.
2026-09-05 10:57:07 -04:00
ducoterra 766702c750 finally getting accurate answers
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2026-09-05 10:26:39 -04:00
ducoterra bb2803bebd feat(skills): add test-chat-model skill — add a chat model and run the controlled tool-calling battery
Codifies the 2026-09-05 turbo comparison workflow as a project skill under
.agents/skills/: switch BOR_LLM_CHAT_MODEL in .env, run the fixture gate
(twice, for variance) + the locked derived gate with per-turn wall timing,
interpret the two metrics against the reference model rates (re-read habit:
lite ~100%, turbo ~12%; usage-floor MISS as test artifact; caps as real
regression), record the verdicts byte-exact in TOOL_CALLING_TESTING.md, and
commit the doc. Rules baked in: never touch the battery/thresholds/fixtures,
never edit app code, never commit .env.
2026-09-05 00:13:21 -04:00
ducoterra ce896ab8ab docs(agent): record the turbo comparison on the controlled fixture battery
turbo (2026-09-05, same fixture KB): fixture gate PASS 100%/100% on both
metrics, two runs (wall 105-135s vs lite 43-55s); the redundant re-read
of seeded documents that capped lite's executed ratio at 58-73% is
model-specific (turbo re-read rate ~12% vs ~100% in-sample), corroborating
section 7's framing. Locked derived battery: turbo fails only the >=6/10
tool-turn usage floor (it answers seeded read-target questions from
context instead of making the refusable read call) - accuracy on all
emitted calls still 100%/100%.
2026-09-05 00:09:55 -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 7909bdb8da test(agent): controlled fixture KB + one-command fast loop for tool-calling iterations
The phase-72 iteration loop cleared the database, git-cloned the homelab repo, re-imported 38-51 documents and re-embedded per run — many minutes per iteration against a different KB every time (owner directive 2026-09-04: stop importing the homelab repo on every test run). Replace it with:

- tests/fixtures/agent_kb/: 8 hand-written markdown docs (sources 'deployments'/'homelab') whose specifics (rack7, 10.77.42.0/24, VLAN 130, rbm-8842, 17 2 * * *, obsidian-bor:2026.7.14, 18765, 18443, ...) no model can guess; read targets carry non-topical filenames so their questions do not lexically seed them (the read must actually happen)
- tests/fixtures/test_kb.dump.sql: data-only snapshot (TRUNCATE + INSERTs incl. embeddings, self-contained git_sources rows, static KB overview) — verified by round-trip checksum at build time
- scripts/load_test_kb.py: one-off rebuild (real pipeline + embeddings, ~2s) that also prints the per-question retrieval report (all 10 battery questions must be grounded)
- scripts/restore_test_kb.py: sub-second one-transaction restore (no git clone, no re-embedding)
- scripts/agent_realmodel_check.py: the gate gains --restore / --mode fixture (curated 10-question battery with one unambiguously correct tool behavior per question) / --turns N (12s micro-loop) / --concurrency / per-turn + total wall timing, and a second accuracy metric (contract accuracy: well-formed calls targeting resolvable entities) alongside the phase-72 locked executed ratio — the re-read of a seeded doc is a copy-invariant model behavior (5 variants, 0/15 flipped) that the dedupe refusal counts as a failure
- TOOL_CALLING_TESTING.md: the human-readable methodology (fast loop, design rules, metrics, copy levers + tried-and-reverted table, current standing, open design question)

Measured: restore 0.03s; micro-loop ~12s; full loop ~43-55s; concurrency 2/3 gives no gain (endpoint serializes).
2026-09-04 13:10:15 -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 16f1cfbcaf add additional phases and launch.json
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2026-09-02 18:59:09 -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
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2026-09-02 15:55:33 -04:00
ducoterra 265e736b3d add phase 68 complete 2026-09-02 13:33:45 -04:00
ducoterra 189aa92182 fix tool descriptions to prevent incorrect tool calls
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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 f04ddbe1f8 fix(web): history tab copy — every chat saves automatically, there is no Save button
Build and Push Containers / build-and-push-app (push) Successful in 1m35s
Build and Push Containers / build-and-push-db (push) Successful in 10s
meta description -> locked (A3) auto-save string (history.html L6).
page-sub -> locked (A3) string, the <strong>Save</strong> emphasis retired with the button (L106-109).
empty row -> locked (A3) string; colspan=6, hidden, and row id untouched (L163).
h1, the anonymous gate section, and history.js are byte-identical — state language verified accurate.
2026-09-02 01:29:42 -04:00
ducoterra 8a1f99cb38 feat(web): move the chat action cluster to the pinned bottom and align the button sets
- task 01: relocate the .chat-actions row (New chat + Share, comments byte-identical with a Phase 65 note) from the top of the column to the bottom of .chat-shell, directly above the composer
- task 02 (owner-locked A1): wrap the row + #composer in ONE sticky .chat-bottom unit (position: sticky; bottom: env(safe-area-inset-bottom, 0), no z-index) — the pills stay at the bottom of the screen at every scroll position and settle into flow above the footer
- task 03 (owner-locked A2): right-align the bottom row to the column's right edge (justify-content: flex-end), mirroring the right-aligned Save-as-doc corner; the five action pills share one 44px / 999px-pill geometry
- task 04: dedicated Playwright suite tests/e2e/test_bottom_chat_actions.py (resting geometry, the A1 pin across the sticky range, A2 alignment + DOM order + mobile stack + 360px overflow bound + 44px touch targets, New chat / Share click-through) — green in isolation
- task 05: regression matrix green in isolation (pinned_composer 4, save_share_ux 5, chat_persistence 4, share_chat 4, chat_history 5, smoke 3); full gate green — unit + integration pass, app/ coverage 99% (>90%), ruff + pyright clean
2026-09-02 01:08:18 -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 cddc84c7db chore(agent): phase roadmap from TODO.md — 67_llm_retry + 68_search_tool 2026-09-01 20:15:08 -04:00
ducoterra 66419bf652 chore(agent): phase roadmap from TODO.md, 2 phases
Phase 65 (TODO.md L3): move the New chat + Share cluster to the pinned
bottom of the chat column (sticky .chat-bottom unit with the composer)
and right-align the row to the Save-as-doc action corner.
Phase 66 (TODO.md L4): History tab copy — every chat saves
automatically; retire the Save-button references.
2026-09-01 19:53:56 -04:00
ducoterra a6a1bf7143 chore(agent): phase roadmap from TODO.md, 1 phase (64_sync_upload_progress) 2026-09-01 19:27:31 -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 c738105932 feat(web): customizable placeholder, footer text, and color theme via BOR_* env vars
BOR_INPUT_PLACEHOLDER / BOR_FOOTER_TEXT / BOR_THEME (+ the indigo.css example theme); authoring guide: frontend/assets/themes/README.md, docs: README 'Customizing the look'.
2026-09-01 12:04:06 -04:00
ducoterra baefcde668 fix(web): retire the stale homelab-era copy — neutral, accurate defaults on every page
Fixed: index.html meta description, empty-state sub and composer
placeholder (A1); app/config.py default suggestion chips → the four
neutral A2 defaults (BOR_SUGGESTIONS override unchanged); sources.html
KB page-sub → the current source model (git repos + local dirs +
uploaded archives, Sync pulls/imports); git-sources.html example URL
→ your-repo.git (A3); all 9 footers → neutral default in
span.footer-text (the phase-62 hook); E2E/unit conftests force the
code defaults so a local .env cannot leak corpus copy into tests;
new unit text pins + dedicated E2E suite.

Task 02 verification read-through — no change needed:
- sources.html sync result/error copy (matches the real sync behavior)
- tuning.html page-sub (accurate as written)
- history.html page-sub (accurate as written)
- doc-edit.html page-sub (accurate as written)
- git-sources.html page-sub (accurate as written)
- #sources-gate anonymous copy (accurate as written)
2026-09-01 10:54:50 -04:00
ducoterra 4971e2859d chore(agent): track .agent/ planning tree in git
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Remove the blanket .agent/ gitignore so the phase roadmap, user
stories, reports, and PLAN.md are versioned with the code. Only
runtime artifacts (.agent/phase-sessions/, .agent/pipeline.log)
remain ignored. Update AGENTS.md git protocol rule to match.
2026-09-01 10:18:22 -04:00
ducoterra 5fa620fde5 fix(web): keep the navbar stuck to the top — drop the body height cap on the sticky range
Build and Push Containers / build-and-push-app (push) Successful in 2m28s
Build and Push Containers / build-and-push-db (push) Successful in 11s
2026-09-01 04:20:26 -04:00
ducoterra 725af9fac1 feat(docs): save chat answers as docs — edit screen, commit + push to the .env docs branch 2026-09-01 03:52:03 -04:00
ducoterra 7b7a834a1a feat(web): 2x reading column on wide desktops — 92rem at >=1500px (chat, shared, document view) 2026-09-01 00:39:19 -04:00
ducoterra 140b97ebf3 feat(kb): edit + re-embed document summaries from the viewer (admin) 2026-08-31 23:52:22 -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 281f3555c3 remove .agent, it shouldn't be committed. Do not commit it again
Build and Push Containers / build-and-push-app (push) Successful in 1m47s
Build and Push Containers / build-and-push-db (push) Successful in 14s
2026-08-31 08:08:16 -04:00
ducoterra 914097abcf feat(chat): save by default + share anonymously — auto-saved chats, guest-facing Share, success toast, action row 2026-08-31 05:20:25 -04:00
ducoterra c564e317ed fix(web): never 304 a rewritten page — pages drop conditional validators, assets keep them 2026-08-31 01:35:28 -04:00
ducoterra 9518d9d5d1 chore(agent): phase 53 — record task 06 completion move to complete/ 2026-08-31 00:04:17 -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 ea8e041189 chore(agent): phase roadmap from TODO.md — 1 phase (55 save/share UX) 2026-08-30 21:13:23 -04:00
ducoterra aba8615177 fix(chat): rest the composer at the viewport bottom — sticky alone left it mid-screen
Phase 52's first pass shipped `position: sticky; bottom` on `.composer` and
called the phase done, but the owner's requirement — "the chat message-input
textarea should be at the bottom of the screen" — still failed in the browser:
on an empty/short chat the input rested just under the empty state (~57% of
the viewport) with a dead band down to the footer.

`position: sticky` can only pull a box UP toward the scrollport's bottom edge;
it can never push a box DOWN to meet it, so on a page that does not overflow
it is a no-op. The old story suite only exercised an overflowing conversation
(one test even asserted the buggy resting position as expected), which is why
the half-fix passed.

- `.messages { flex: 1 1 auto }` — absorbs a short page's free space so the
  composer's resting in-flow position is the bottom of the full-height column
  (body min-height:100dvh -> .app-main flex:1 -> .chat-shell flex:1); basis
  stays `auto`, no height cap, no overflow — the document stays the scroller
- `.composer { bottom: env(safe-area-inset-bottom, 0) }` — the explicit 0
  fallback replaces the env()-only offset, which degraded to `auto` (no pin)
  wherever env() is unsupported
- E2E: `test_empty_chat_composer_sits_in_normal_flow` ->
  `..._at_the_screen_bottom` (chrome-only band below the resting composer);
  the phone suite now checks the resting position as well as the pinned one
- Unit pins: the flex-grow half and the full-height column are pinned, so the
  fix cannot silently regress to sticky-only

Still CSS-only — no DOM change, no JS, no new scroll call site (phase 42
never-auto-scroll contract intact), no z-index.

Verified: 1019 unit/integration tests pass (app/ coverage 99%), ruff and
pyright clean; tests/e2e/test_pinned_composer.py green in isolation (4), plus
the stop/autoscroll/persistence/mobile-nav suites and 14 layout/scroll
neighbours green in isolation.
2026-08-30 16:14:18 -04:00
ducoterra 820753948e feat(chat): pin the composer to the viewport bottom — Stop is always reachable while reading 2026-08-30 14:59:40 -04:00
ducoterra 619bf2187a chore(agent): phase roadmap from TODO.md — 2 phases (52 pinned composer, 53 stale saved chats) 2026-08-30 09:33:50 -04:00
ducoterra 114b115034 feat(chat): share a chat by link — anonymous read-only /shared/<token> page, share/unshare 2026-08-30 01:34:44 -04:00
ducoterra ece93a7c8f feat(chat): save and view chat history — admin-only saved_chats, History page, open-a-chat return 2026-08-29 21:22:25 -04:00
ducoterra 6832957ab0 feat(chat): retry the last answer — redo-in-place Retry button on the latest brain bubble 2026-08-29 18:32:15 -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 6bf7f456d4 show sync button for admin
Build and Push Containers / build-and-push-app (push) Successful in 1m38s
Build and Push Containers / build-and-push-db (push) Successful in 11s
2026-08-28 23:24:23 -04:00
ducoterra 3a404eb161 fix(chat): stop the submit up-hop and keep the thinking pin alive across paragraph breaks
Build and Push Containers / build-and-push-app (push) Successful in 3m55s
Build and Push Containers / build-and-push-db (push) Successful in 13s
- scrollReveal lands at the document bottom (window.scrollTo) instead of
  scrollIntoView({ block: 'end' }): the old alignment sat above the
  in-flow composer, so every Enter hopped the page up by the
  composer+footer height and pushed the composer below the fold.
- The thinking window's pin state is now captured BEFORE the re-render
  (const pinned = block.open && isThinkingNearBottom(textEl)): the
  post-render distance read the new chunk's rendered height, not the
  user's position, so any chunk taller than the 32px band (real-model
  deltas, '\n\n' paragraph breaks) killed the follow at the first
  2-newline gap.
- Mock LLM: new 'think in paragraphs' trigger (scratchpad with real
  blank-line breaks, 60-char frames) — the 12-char mock frames never
  rendered past the band, which is why the bug survived the E2E gates.
- E2E (both verified red against the old code):
  test_submit_does_not_hop_up, test_thinking_window_follows_across_paragraph_breaks.
- Unit source-marker tests updated to the new contracts.
2026-08-28 17:10:02 -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 872a07cee7 feat(ui): rename nav items — "Sources" becomes "RAG", "Git sources" becomes "Sources"
Owner request (2026-08-28): the two admin-only nav items read like the
same thing, so they are relabeled — the document-catalog link
(#nav-sources, /sources.html) becomes "RAG" and the source-manager link
(#nav-git-sources, /git-sources.html) becomes "Sources".

Phase 48 (48_nav_rename_sources), label-only per the locked decision:
- all six pages (index, sources, git-sources, tuning, document, login):
  the two <a> texts swap; ids, hrefs, hidden defaults, is-active /
  aria-current placement, and nav order (Chat, RAG, Sources, Tuning)
  are byte-unchanged otherwise.
- header.js: comment/docstring label mentions only — the reveal-by-id
  logic is untouched (ship-hidden/reveal contract intact).
- test_git_sources_admin.py / test_mobile_hamburger_nav.py: the two
  suites that asserted the old label text are updated; comment-only
  label fixes in test_shared_header.py / test_nav_consistency.py.
- tests/e2e/test_nav_rename_sources.py: the story E2E (green in
  isolation) — renamed labels + unchanged hrefs/order/markers on all
  six pages, click navigation with the active marker, the anonymous
  ship-hidden contract, and regression guards for the untouched
  controls (#sync-label "Sync sources", viewer #doc-back "Sources").
- All eight surrounding header/nav suites stay green in isolation;
  unit+integration green, app/ coverage 99% (frontend-only change),
  ruff + pyright clean.

Note: per this phase file-level staging, the six page files and
header.js also carry the same-day in-flight owner rework that was
already in the working tree when phase 48 ran (mobile sign-in dropdown
copy, sync button ship-hidden on the Sources page); the label rename
itself is the two-text swap on each page.
2026-08-28 12:33:18 -04:00
ducoterra 03bead092c various fixes 2026-08-28 09:42:19 -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 6be692d999 feat(header): hamburger dropdown nav on mobile (owner permission)
TODO.md L9 (owner permission 2026-08-27, roadmap A5): "The navbar on
mobile is way too squished. Make it a hamburger dropdown menu with a
nice animation." At <=640px the nav links leave the bar — a 44px
#nav-toggle opens #app-nav as an animated (180ms slide+fade)
edge-to-edge dropdown with comfortable rows and the auth visibility
contract intact inside the menu; at >640px the bar is byte-identical
to pre-phase-46 (hamburger absent, inline pills as before).

- frontend/*.html (all six pages): the shared bar gains the
  #nav-toggle button (type=button, aria-expanded=false,
  aria-controls="app-nav", aria-label="Menu", aria-hidden 3-line
  SVG icon) immediately before the nav, and the nav gains
  id="app-nav" — one <nav>, no duplicated links, so the whoami reveal
  works inside the menu unchanged (phase-34 same-bar contract intact).
- frontend/assets/styles.css: .nav-toggle is display:none outside media
  queries (desktop untouched); the <=640px block adds the 44px toggle
  (+hover in the .steering-toggle:hover family, sized 20px icon), turns
  .app-nav into the dropdown (absolute top:100% edge-to-edge under the
  sticky header, surface + hairline + --shadow-lg, z-index 21 =
  header+1, closed state invisible + non-interactive with the 180ms
  opacity/transform/visibility-delayed pair, .is-open the only
  opener), and comfortable 1rem/0.75rem menu rows — superseding the
  phase-34/35 pill-squeeze rules for .nav-link/.app-nav (the 900px
  tablet block, action pills, and 58px bar height untouched). The
  reduced-motion block stills BOTH the closed and .is-open states: the
  .is-open rule (0,2,0) out-specifies a bare .app-nav (0,1,0), so the
  override must name both — verified live in Chromium (task 03).
- frontend/assets/header.js: ONE module-owned binding (import-time,
  null-safe like the sign-out binding): click toggles .is-open +
  aria-expanded in sync, a delegated nav-link click closes, Esc closes
  and refocuses the toggle, and matchMedia("(max-width: 640px)")
  change drops the state on resize back to desktop. The binding
  touches only the container — ship-hidden whoami links stay hidden.
- tests/unit/test_hamburger_nav.py (new): the markup/CSS/JS contract
  pins (six identical toggles in the shared row, desktop byte-
  identical, dropdown + .is-open + 180ms + reduced-motion rules, the
  superseded squeeze rules gone, the one-binding behavior).
- tests/e2e/test_shared_header.py: assert_shared_bar gains mobile=True
  (at <=640px the bar shows the hamburger + the closed nav; the
  per-role menu contents are pinned by the story suite).
- tests/e2e/test_mobile_hamburger_nav.py (new, story suite, 375x812):
  toggle is a visible >=44px target, menu closed (opacity 0 /
  visibility hidden), no horizontal overflow; anonymous menu shows
  exactly "Chat" (admin-only links stay hidden inside); admin menu
  shows all four links (whoami reveal inside the menu); a link click
  navigates + the arrival page ships closed; Esc closes and refocuses
  the toggle (outside click does NOT close — accepted: the locked
  close set is Esc + link + resize, no backdrop); the 180ms
  opacity/transform pair is live and reducedMotion:reduce stills both
  states with open/close still working; 1280x800 regression — toggle
  display:none, all four inline links inside the header band.

Gates: unit+integration 773 passed; app/ coverage TOTAL 99%
(unchanged — frontend-only phase); story E2E 7 passed in isolation
(mock LLM, DB up); regression suites test_nav_consistency (6) /
test_header_consistency (3) / test_shared_header (6) /
test_responsive_polish (7) / test_tuning_nav_link (4) all pass in
isolation; ruff check + pyright clean. A11 honored: no CDN, no new
assets.

Also records the 46_mobile_hamburger_nav todo/ -> complete/ move.
2026-08-28 06:07:02 -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 bc70ce36e0 feat(chat): render markdown tables in answers, viewer, and thinking
GFM pipe tables in the shared renderer (TODO.md L6): a table-protection
pass in frontend/assets/markdown.js (fences -> tables -> escape order)
pulls each header+separator+body block out as a placeholder, renders
cells escape-first with the same inline transforms, and reinserts a
semantic <table class="md-table"> inside a horizontal-overflow
.md-table-wrap — so a pipe table in a chat answer, the document
viewer/modal, and the thinking block all render the same semantic
table. Fences win over tables; lone pipes stay text.

- styles.css: .md-table palette rules (PLAN §7.2 tokens, no motion);
  min-width: max-content so a WIDE table keeps its natural width and
  the wrapper is the real scroller (width:100% alone wrapped the wide
  table's cells — proven by the new E2E).
- mock_llm.py: TABLE_TRIGGER ("show me a table") -> byte-stable
  TABLE_ANSWER (3-column table, <img onerror> XSS probe line, wide
  5-column table), checked before DEFLECT_MODE like SUMMARY_MODE.
- tests/fixtures/docs/homelab/tables.md: 3x3 pipe table + pipe-heavy
  fenced block (viewer/fence subject); the shared fixture set grows
  8 -> 9 docs, so every suite pinning the count (added/formats/
  stat-docs/EXPECTED_ROWS) is updated accordingly.
- tests/e2e/test_markdown_tables.py (new, story suite): chat table
  shape + non-deflection, wide-table wrapper scroll (no page
  overflow), XSS probe inert, viewer modal table, fence-not-a-table,
  lone pipe stays text.
- tests/e2e/test_agent_document_tools.py: fix a pre-existing flake —
  the "Calling tool…" label window is ~0.4 s at the mock's 0.1 s
  tool-frame pacing, and a polling expect could stride over it
  (failed 3 of 5 runs on the committed baseline). The pre-submit
  MutationObserver record is the deterministic source of truth; the
  racy to_have_text gate is gone.

uv run pytest: 738 passed, app/ coverage 99% (TOTAL unchanged);
ruff + pyright clean; story E2E 6/6 in isolation; regression E2E
suites (chat_rag, document_viewer, document_summaries, smoke) green.
2026-08-28 03:35:50 -04:00
ducoterra 27b7cb96d5 feat(chat): thinking window scrolls again, follows the tail only while pinned
TODO.md L7: "Add scrolling back to the thinking block, but have it
autoscroll while thinking content is generating." Owner direction
2026-08-27 (roadmap A2) reverses the phase-21 no-scroll choice
(2026-08-24): details.thinking .thinking-text is user-scrollable again
(overflow-y: auto — the 320px clip stays, owner-confirmed), and the
phase-17 per-chunk bottom-pin is GATED: the window follows the live
tail only while the user is pinned near its bottom (THINKING_NEAR_
BOTTOM_PX = 32); scrolling up pauses the follow, returning to the
bottom re-arms it on the next chunk (the gate re-runs on every frame).

- frontend/assets/styles.css: .thinking-text overflow-y: hidden ->
  auto; the phase-21 owner-choice comment is replaced with the
  2026-08-27 direction; max-height: 320px and every other declaration
  in the rule byte-identical.
- frontend/assets/app.js: export const THINKING_NEAR_BOTTOM_PX = 32 +
  isThinkingNearBottom(textEl) (scrollHeight - scrollTop -
  clientHeight <= band); the thinking-handler pin becomes
  `if (block.open && isThinkingNearBottom(textEl))` — a scrolled-up
  reader is never re-pinned and a closed (restored) block is never
  pinned; everything else in the handler (and phase 42's no page
  scroll) untouched.
- tests/unit/test_thinking_scroll.py (new, replaces the deleted
  tests/unit/test_thinking_no_scroll.py): pins the CSS contract (auto
  + 320px + owner-direction comment, no hidden/scroll left), the
  exported 32px band, the gate math, the gated pin (no unconditional
  `if (block.open)` remains), and the surviving collapsed-restore pin.
- tests/e2e/test_thinking_scroll.py (new, mock-only, replaces the
  deleted tests/e2e/test_thinking_no_scroll.py — its pins asserted the
  reversed phase-21 behavior, so both phase-21 files are deleted in
  this commit): user scroll restored on the frozen 4s-hesitation tail
  (wheel is 1:1; click+Home keyboard — the plain div is not
  keyboard-focusable by design, tabindex is test scaffolding; the
  literal drag holds the user's position — headless Chromium's
  overlay scrollbars are not grabbable by synthetic mouse events,
  documented in the suite), follow-while-pinned at the 2nd-to-last
  and last chunk (±1px) with the last chunk's text inside the visible
  rectangle, no re-pin over ≥5 mid-stream chunks after a
  half-window scroll-up, re-pin on the next chunk after returning to
  the bottom, the CSS contract, plus the phase-11 (long answer: page
  scrolls, bubble overflow untouched) and phase-17 (restored
  collapsed block with full text) regressions.
- tests/unit/test_chat_persistence.py: the CSS pin flips with the
  contract (auto in, hidden out — owner direction 2026-08-27).
- tests/unit/test_frontend_scroll.py: the "page-level band constant is
  gone" pin now excludes the phase-43 window-level
  THINKING_NEAR_BOTTOM_PX (a different band — the window's, not the
  page's).

E2E (isolation): test_thinking_scroll 7/7 (twice); regressions
test_thinking_display 5/5, test_chat_persistence 4/4,
test_no_reply_autoscroll 5/5, test_smoke 3/3; unit+integration 725
passed, app/ coverage 99% (unchanged — frontend-only phase);
ruff + pyright clean.
2026-08-28 01:36:32 -04:00