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).
#steering-toggle (the header 'Tuning' button) shipped visible in all
six pages and was only removed after /api/whoami resolved, so
anonymous visitors saw it flash for the whole round-trip (TODO.md L3).
It now ships hidden on every page and initSharedHeader unhides it only
for admin — the same ship-hidden / reveal-for-admin contract as the
admin-only nav links; the anonymous end-state (removed from the DOM,
phase-16 'absent, not hidden') is unchanged.
Adds the story E2E suite (MutationObserver proves zero visible frames
for anonymous on every page, admin reveal + panel + count badge,
nav-contract regression) and the source-level unit pins. Also fixes
test_steering.py's BASE_SCRIPT_COUNT (2 → 3: brand.js + markdown.js +
app.js, since phase 39).
Converts the 9 TODO items into an executable phase roadmap (Protocol B,
appended after phase 39):
- 40 tuning toggle anonymous flash (TODO L3)
- 41 sync fail-fast + modal when a model is down (TODO L4)
- 42 no reply autoscroll (TODO L5)
- 43 thinking scroll back — user scroll + gated autoscroll (TODO L7)
- 44 markdown tables (TODO L6)
- 45 agent unlimited tool calls behind BOR_AGENT_MAX_ROUNDS (TODO L8)
- 46 mobile hamburger nav (TODO L9)
- 47 quadlet + jinja import formats, A9 revision (TODO L10–L11)
Each phase carries a user story, a dedicated Playwright E2E suite plan,
and owner-locked decisions (R1 A9 format extension, R2 phase-37 budget
revision, A1–A5 scope decisions) confirmed 2026-08-27.
Also records the completed phases 30–39 todo/ -> complete/ moves that
were pending in the working tree. TODO.md is cleared (items now live in
.agent/phases/todo/).
One env var (BOR_APP_NAME, default "Brain of Reese") now drives the app's
display name everywhere (TODO.md L12 — owner ask: "a way to customize the
name for 'Brain of'. Should be an env var."). The existing app_name setting
is the source of truth (phase locked decision — no new variable, no rename);
with the variable unset the app is byte-identical to before.
Endpoint (A10 public/stateless, no secrets):
GET /api/config → exactly {app_name, version} (app/api/config.py, the
health.py pattern; registered before the static mount). Integration tests:
anonymous 200, default values, a Settings override follows, key set is
exactly two keys — no other setting may leak in later.
Frontend brand layer (A11 — runtime fetch, static templates stay static):
assets/brand.js — a CLASSIC script, first on all six pages, so its top
level runs at parse time: window.BOR_BRAND = "Brain of Reese"
synchronously (the default renders immediately, no blank flash), then a
no-store fetch of /api/config applies the name — document.title (global
replace), every .brand-text (a name starting "Brain of " keeps the bold
split Brain of <strong>rest</strong>, any other name renders plain; the
operator-controlled name is HTML-escaped before innerHTML), a TreeWalker
over text nodes (script/style rejected — page source never rewritten),
and the aria-label/placeholder/meta-content attributes. Fetch failure
keeps the default + console.warn (the loadHealth house style).
app.js (status labels, typing label, elapsed-hint aria, tool labels) and
document.js (viewer titles) read window.BOR_BRAND at CALL time via
brand() — a label set after the fetch lands carries the configured name.
Containerfile: esbuild minify line for brand.js (classic, like markdown.js);
the phase-33 ?v= cache-busting picks the new asset ref up automatically.
E2E (A16 — one story, one file, isolated): test_configurable_brand.py boots
a SECOND app instance (same DB/mock-LLM/admin-auth env block, port APP_PORT+1,
BOR_APP_NAME="Brain of Testy") — the shared conftest server keeps the
default name so every other suite's title/label assertions stay untouched —
and asserts /api/config on both instances, the index title/brand/greeting/
#messages aria-label, the sources + login page titles, and one pre-token
chat turn (think out loud marker) whose #send-status reads "Brain of Testy
is thinking"; the no-op regression pins the shared server's default bytes.
Docs: .env.example App section + README configuration reference — what it
affects (titles, header brand, status labels, aria text), the default, the
bold-split rendering rule.
Gates: 695 unit+integration passed, app/ coverage 99% (>90%), story E2E
green in isolation (two consecutive runs), brand-string suites (smoke,
shared header, header consistency, chat persistence) green, ruff + pyright
clean.
An existing, non-git directory is now a first-class source alongside
the git repos: one table (git_sources + kind discriminator — A13
reversible migration), one admin page, one Sync button (phase locked
decisions; the phase-35 table is extended, not duplicated). The DB is
the local-source registry — no env var for local paths;
BOR_GIT_SOURCES stays a git-only empty-table fallback.
Migration 0007 (reversible, up/down integration-tested):
git_sources.kind TEXT NOT NULL DEFAULT 'git' + ck_git_sources_kind
(kind IN ('git','local')); git_sources.path TEXT NULL +
uq_git_sources_path (mirrors 0006's uq_git_sources_url). Existing rows
read kind='git', path=NULL.
API (phase-35 contract extended, git byte-identical): POST kind=local
requires path — trimmed, ~-expanded, absolute + an existing server
directory, else 422 naming the path (fail loud at add-time); duplicate
path 409 (named); wrong field combos 422. GET rows carry kind + path
(git and env rows: path null); anonymous still 403 on every route (A10).
Sync + import_docs resolve DB git + local rows together: git →
clone_or_pull (unchanged); local → re-verified .is_dir() AT SYNC TIME
(it may have moved/deleted since add-time) — a missing dir raises
"local source missing: <path>" (sanitized) before anything imports;
one import_sources(..., prune=True) over the single combined list
(pruning covers the union). Both-empty fails loudly ("no sources
configured (git or local)"); --source still wins; the env fallback
stays git-only.
Page: second "Add a local directory" form (the same §7.4 never-stale
button + inline-error lifecycle as the git form; 422/409 details name
the path), Git/Local badges on rows (text + color, never color alone —
WCAG), updated hint (git + local together, union prune); the
anonymous sign-in gate is unchanged.
Tests: 0007 up/down; the API local-kind matrix (403/201/422/409) with
the git-kind suite green unchanged; the sync pipeline local/git/
mixed/missing against a host temp dir (the KB actually updated);
import_docs DB resolution + --source precedence. Story E2E (isolated,
deterministic across runs): add (Local badge) → missing path inline
422 naming it / duplicate 409 → the real Sync button imports the
fixture file (GET /api/docs + sentinel in its content) → file deleted
+ sync prunes it (union prune) → row removed; anonymous gate + 403s
(phase-35 regression). test_git_sources_admin.py (phase 35) green
UNCHANGED — no selector collision with the new form;
test_sync_button.py green.
Docs: README — the two managed kinds (git = clone/pull mirror; local =
direct in-place walk), add-time validation, union pruning, "the DB is
the local-source registry (no env var for local paths)";
.env.example — the env fallback is git-only.
Grounded chat turns now run the agent loop (app/rag/agent.py) instead
of a bare chat_stream: while the per-turn budgets last
(BOR_AGENT_LIST_CALLS / BOR_AGENT_READ_CALLS, default 1 each) the model
gets list_documents (the indexed catalog, /api/docs order) and
read_document (full text, never truncated — A7-revised contract); once
both budgets are spent the tools key is dropped from the request and
the model must answer. Rejected calls (unknown tool, unknown/missing
path, document already in context, spent budget) consume no budget.
Budgets 0/0 make exactly one tools=None request — byte-identical to
the pre-phase path (budgets-as-kill-switch). Deflected turns keep the
direct chat_stream (A8 unchanged; the LOW prompt never carries the
<tools> section).
SSE contract gains {"type":"tool","name":...,"argument":
"source/path"|null} frames ahead of the answer deltas (PLAN §4
extension, owner permission 2026-08-26); done.sources, query_log.sources
and the per-turn log line (gains tool_calls=N) report the retrieval
docs + read docs, deduped. The UI shows a "calling tool"
button/label state and one visible .tool-call line per call above the
answer; the lines persist with the chat record and re-render on
reload. chat_stream passes tools through and accumulates streaming
tool_calls deltas into ToolCallPiece (tools=None stays byte-identical).
E2E: deterministic mock tool flow ("use your tools" + <tools> marker:
list -> read first catalog line -> quoted answer) plus the story suite
(marker flow, reload re-render, plain/deflected no-tool regressions).
Docs: .env.example + README (the two tools, the budgets, the SSE tool
frame, the "calling tool" UI state).
probe: turbo tool_calls=supported 2026-08-26 (uv run python -m
scripts.llm_probe --tools — non-streaming + streaming
finish_reason=tool_calls, indexed delta.tool_calls partials)
Phase 33 (story: .agent/user_stories/cache-busting.md).
- app/core/caching.py: asset_version() — git short SHA (a commit is a
deploy), stable content-hash fallback for non-git checkouts, "dev"
for a missing static dir; computed once per process. CachingMiddleware
— the five HTML pages revalidate (no-cache) with ?v=<token> asset refs
rewritten in flight; /assets/* is public, max-age=31536000, immutable;
everything else (all /api/*, the SSE chat stream in particular) passes
through byte-identical.
- tests/e2e/test_cache_busting.py: fresh-Chromium wire assertions —
document no-cache, versioned CSS/JS request URLs sharing one token,
immutable asset headers, /api/health baseline headers, SSE chat to
done (mock LLM).
- README 'Caching / deploys' section + story file.
Also fixed two prod-image defects surfaced by this phase's podman smoke
(the full app would not boot):
- Containerfile: ship the scripts/ package — app/api/sync.py (phase 32)
imports scripts.git_sync / scripts.import_docs at module level, so the
container crashed on boot (ModuleNotFoundError: No module named
'scripts').
- compose.yaml: pass BOR_ADMIN_PASSWORD / BOR_SESSION_SECRET through to
the app service (:- defaults keep 'podman compose up -d db' working;
the app's own fail-loud gate still names missing admin auth).
Smoke: podman compose --profile prod up -d on a fresh image + a fresh
Chromium profile — /, /sources.html and /login.html all served
Cache-Control: no-cache; all 8 asset requests versioned with one shared
token (content-hash fallback inside the image — no .git there);
/assets/* immutable for a year.
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