Commit Graph
48 Commits
Author SHA1 Message Date
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 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 8c706259e9 phase: 89_source_ignore_paths
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All verification complete — TODO.md was already cleared in the roadmap commit; the two extra unit-test diffs are necessary fake-signature adaptations for the new keywords. Everything is green, no fixes were needed.

## Phase 89 — final verification pass: ALL GREEN

**Verified (all 6 task files present in `complete/`):**
- `git_sources.ignore_paths` JSONB column + migration 0013; `alembic downgrade -1 && upgrade head` round-trips (head `0013`)
- Importer: `normalize_ignore_path`/`is_ignored`/`_ignore_for_root`, `ignore` in walk + progress pre-walk, `ignore_by_root` in `import_sources`
- API: GET/POST carry list; admin-only `PATCH` (replace, 404/422 fixed details, anonymous 403)
- Pipelines wired: `_run_sync`, `_run_upload` re-upload, `scripts/import_docs.py`
- Sources-page box: dialog, §7.4 save lifecycle, `N ignored` tag, a11y; env rows get no box

**Test/lint results:**
- `uv run pytest` → 1808 passed
- `uv run pytest --cov=app --cov-report=term-missing` → TOTAL **99%** (>90%)
- `uv run pytest tests/e2e/test_source_ignore_paths.py -v --no-cov` → 6 passed (isolated, DB up)
- Regressions in isolation: `test_git_sources_admin` 6, `test_archive_upload_sources` 5, `test_sync_button` 3, `test_smoke` 3 — all passed
- `uv run ruff check . && uv run pyright` → clean (0 errors)

**Completion criteria:** box→PATCH 200→count+GET round-trip ✅ · sync excludes `ignore/` (no docs/chunks/embeddings/summaries) + prunes newly-ignored (pruned==2) ✅ · no-mid-path rule E2E ✅ · PATCH 404/422/replace/clear/403 ✅ · full gate green ✅ · commit + phase move left to harness per rules.

**Deviations:** none blocking — E2E pins `files == 4` (overview's "5" was an off-by-one vs its own 6-file tree, documented in-test); `tests/unit/test_importer.py` + `test_sync_button.py` test-double fakes extended for the new keywords (needed for the suite to stay green).

**Next pending phase:** none — `todo/` holds only this phase.
2026-09-09 01:45:42 -04:00
ducoterra f4150421bb phase: 84_docs_push_error_sanitization
**Phase 84 — final verification pass: all green, no defects found**

- Verified implementation: `app/core/errors.py` (verbatim lift of sync masker), `app/api/sync.py` alias import, docs-push 502 `detail=sanitize_error(str(exc))`, all five `llm.py` error sites sanitized; new/extended test pins in place
- Tests: `uv run pytest` → **1714 passed, 0 failed**; targeted pins (new unit ×2 + integration ×1, existing 502 pin) → 13 passed; sync/git-sources regression → 67 passed
- Coverage: `uv run pytest --cov=app --cov-report=term-missing` → **99%** (`app/core/errors.py` 100%, `app/rag/llm.py` 100%) — >90% met
- E2E isolation: `uv run pytest tests/e2e/test_smoke.py -v --no-cov` → **3 passed**
- Lint/types: `uv run ruff check .` → clean; `uv run pyright` → **0 errors**
- Criteria: 502 masks `*****@`/never token + row untouched ✅; LLM base-URL masked, credential-free strings byte-identical ✅; `_CREDS_RE` only in `app/core/errors.py` (working-tree grep) ✅; full gate green ✅; `git diff --stat` limited to the 4 app files + 2 modified test files + 3 phase task files (untracked: new module, new unit test, complete/ dir, reports, audit plan) ✅
- Commit/phase move left to the harness per instructions (task files already in `complete/`)
- No deviations; nothing to fix
- Next pending phase: **85_mobile_menu_gate_overlap**
2026-09-08 01:11:45 -04:00
ducoterra 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 7fce6572d0 feat: phases 77–80 — navbar view refresh, static background, API tokens, history suggestion chips
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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 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 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 137d5fa1a5 feat(sources): removing a source deletes its files and index entries behind a confirmation modal
Build and Push Containers / build-and-push-app (push) Successful in 1m29s
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2026-09-02 15:55:33 -04:00
ducoterra 8cf3a827ee feat(agent): search_documents tool — the model can grep the indexed documents for an exact string
Build and Push Containers / build-and-push-db (push) Canceled after 0s
Build and Push Containers / build-and-push-app (push) Canceled after 1m11s
2026-09-02 12:04:34 -04:00
ducoterra 88293ed02f feat(rag): retry a failed LLM request before the first token lands — BOR_LLM_RETRIES/BOR_LLM_RETRY_DELAY with a live 'retrying' status 2026-09-02 10:52:38 -04:00
ducoterra 4677d86f49 feat(sources): real-time file progress for sync and upload — background upload with success toast 2026-09-01 23:51:43 -04:00
ducoterra 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 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 140b97ebf3 feat(kb): edit + re-embed document summaries from the viewer (admin) 2026-08-31 23:52:22 -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 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 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 1a60ecbd8b feat(chat): stop an in-flight answer — Send becomes Stop, the partial is kept and persisted, the model stream is torn down 2026-08-29 17:27:04 -04:00
ducoterra 03d26255c6 feat(sources): upload tarball/zipfile archives as sources — unpack, scan, and replace in place
Phase 49 (owner request, chat 2026-08-28: "The git sources page should
remove local directory and should instead accept a tarball or zipfile
upload which it will unpack and scan … reuploading the same tarball
should not create a new folder, but should unpack and overwrite the
previously unpacked content" — design confirmed in the same
conversation):

* POST /api/git-sources/upload (admin-only, require_admin): accepts
  .tar/.tar.gz/.tgz/.zip, streams it with the BOR_UPLOAD_MAX_MB cap
  (bounds BOTH the compressed upload and the total extracted bytes —
  zip-bomb guard), safely unpacks (absolute/traversal/symlink/hardlink
  escape and device/FIFO members rejected), and atomically swaps the
  content in over BOR_UPLOAD_DIR/<name>/ (name = filename minus the
  archive suffix — no missing window, a failed upload never touches the
  existing folder/row/KB). The git_sources row is upserted by path
  (kind='local', no duplicates, added_at preserved), the models are
  checked fail-fast (503 sanitized when down — the folder/row stay
  committed and the next sync/re-upload retries idempotently), and the
  source is scanned synchronously in the request (single-source
  import_sources prune=True + change-gated KB overview), answering 200
  with the sync-style counts. One upload at a time (409); the request
  session is released before the scan so a concurrent TRUNCATE cannot
  deadlock against it.
* app/rag/archive_upload.py: ArchiveUploadError, ARCHIVE_SUFFIXES,
  archive_source_name (safe-name derivation), unpack_archive (guarded
  zip/tar extraction with the extracted-byte cap, no partial state),
  swap_in (atomic replace with restore-on-failure) — fully unit-tested.
* app/config.py + .env.example: BOR_UPLOAD_DIR (default
  ~/bor-sources/uploads, deliberately separate from the git checkouts)
  and BOR_UPLOAD_MAX_MB (default 512; a validator fails loud at
  startup on <= 0).
* python-multipart added to the dependencies — FastAPI's required
  multipart parser (an A2 implementation detail, phase locked decision).
* The Sources page: the phase-38 "Add a local directory" form is
  removed; #archive-upload-form takes its place (labeled file input,
  "Upload & scan" button, the §7.4 never-stale lifecycle, inline
  role=alert error, role=status count line); hint + table caption
  updated. The POST /api/git-sources kind=local API contract is
  UNCHANGED — a plain directory is still registrable via the API, and
  existing Local rows list/remove/sync exactly as before.
* The phase-38 story E2E (test_local_directory_sources.py) is rewritten
  API-driven — the form it drove is gone; its acceptance stands.
* The story E2E (test_archive_upload_sources.py): the swap,
  upload→scan→list (the deterministic "Uploading…" in-flight state, the
  Local row, /api/docs + the RAG catalog), same-filename re-upload
  (in-place replace, prune, no duplicate row, v2-only folder), the
  422 inline error + recovery (the form is not wedged), and the
  anonymous gate + 403.
* README: the archive-upload section (formats, naming rule, in-place
  replace, both new settings), the local-directory form removal noted,
  config reference rows for BOR_UPLOAD_DIR / BOR_UPLOAD_MAX_MB.

Gates: unit+integration green, app/ coverage 99%, the story E2E green
in isolation, the regression suites (git sources admin, local
directory sources, sync button, import documents, nav rename, smoke,
shared header) green in isolation, ruff + pyright clean.

Note: per this phase's file-level staging, frontend/assets/styles.css
also carries the small same-day in-flight owner rework already in the
working tree (the .sign-in-mobile companion rule for the phase-48
mobile sign-in copy); the phase-49 change is the upload form's block.
2026-08-28 15:57:59 -04:00
ducoterra b855d0aef9 feat(rag): unbounded agent tool calls behind a round cap (owner revision)
Phase 45 (owner permission 2026-08-27, TODO.md L8: "allow the LLM
to make as many tool calls as it wants"): the phase-37 per-turn tool
budgets (BOR_AGENT_LIST_CALLS / BOR_AGENT_READ_CALLS, default 1 each)
and their exhaustion refusals are removed — a grounded turn now offers
list_documents / read_document for the whole turn (re-lists included),
bounded only by the round cap:

- app/config.py: agent_max_rounds (BOR_AGENT_MAX_ROUNDS, default 10,
  negative rejected) replaces agent_list_calls / agent_read_calls;
  .env.example + README document the single knob; app/rag/prompts.py
  docstrings follow.
- app/rag/agent.py: the loop runs tools until the model answers or
  rounds >= max_rounds, at which point it forces one final no-tools
  answer (the cap is the only forced exit); 0 = no tools — exactly one
  tools=None request, byte-identical to the pre-phase-37 path (the
  kill switch). Rejected calls (unknown tool / missing args /
  already-in-context / unknown path) still consume a round, so
  pathological rejected-call streams are bounded by the cap. The
  per-call log line is now tool/args/round=N/M; the per-turn
  tool_calls=N field and the tool SSE event are unchanged.
- tests/e2e/mock_llm.py: MULTI_READ_TRIGGER ("read two documents") —
  the deterministic list -> read #1 -> read #2 -> forced-answer flow
  (byte-stable "I read <sp1> and <sp2>." line), classified by the
  count of tool-role read results; the phase-37 single-read flow stays
  byte-identical (unit-pinned in tests/unit/test_mock_tool_flow.py).
- tests/e2e/test_agent_unlimited_tools.py (new, story suite,
  mock-only): three tool frames/lines in order (one list, two reads —
  the second read is what the old read budget refused) + the
  both-named non-deflected answer; done.sources + chips = retrieval
  doc + both reads, deduped; no budget refusal rendered; the
  single-read marker flow regression (exactly one read, single tool
  pair).
- .agent/PLAN.md: the phase-45 SSE revision note (owner-locked, R2) —
  the only PLAN edit this phase; the phase-37 note's budget clause is
  marked removed.

Unit/integration rewrites (test_agent.py round-cap matrix incl. the
kill switch and rejected-call spam, test_config.py, test_chat_api.py
agent_max_rounds=0 fixtures) landed with the server core so every gate
stays green.

uv run pytest: 756 passed, app/ coverage 99%; ruff + pyright clean;
story E2E 4/4 in isolation (ran twice); regression E2E suites
(agent_document_tools unmodified, chat_rag, smoke) green in isolation.

Also records the 45_agent_unlimited_tools todo/ -> complete/ task-file
moves (00/01/02 pending in the working tree, task 03 moves on success).
2026-08-28 04:50:56 -04:00
ducoterra 6cf1df9bf2 feat(sync): fail fast with a modal when a model is unavailable
TODO.md L4: with a dead model endpoint the sync discovered it only
mid-import, after slow clones — and a tooltip on the button is not a
readable error.

- app/rag/llm.py: ModelUnavailableError + check_models(llm) — a tiny
  pre-sync probe (one short embedding + one 1-token-scale completion)
  that fails naming the unavailable model (embed first, then the
  summary model); the sync sanitizer still masks credentials.
- app/api/sync.py: the probe is step 1 of _run_sync — before source
  resolution and before any clone_or_pull; a model failure is just
  another 'failed' state (no new endpoint, A10/A12 untouched).
- frontend/assets/header.js: applySyncFailure now also opens the
  module-owned error modal (every page carrying #sync-btn, zero
  page-markup changes): lazily built backdrop + role=alertdialog
  panel, error text via textContent, close via button / Esc /
  backdrop, focus in-and-out to #sync-btn (with a body→#sync-btn
  fallback — the run's disabled button drops focus to <body>).
- frontend/assets/styles.css: the modal on the phase-08 error palette
  (z-index above the header, .is-open open/close, reduced-motion
  stilling, 44px close target).
- Tests: probe unit tests (both up / embed down / summary down /
  custom model names), sync integration (fail-fast before any clone,
  probe-before-effective_sources ordering, credential masking,
  healthy regression), the phase-41 source pins, and the story E2E
  (two module apps on distinct ports — dead endpoint on a closed
  loopback port vs session mock: ≤10 s fail-fast + modal contract,
  all three dismissal paths with focus out to #sync-btn, button
  title/.is-error + Sources banner untouched, healthy phase-32
  lifecycle regression to 'Synced HH:MM').

E2E (isolation): test_sync_model_down.py 4/4, test_sync_button.py
3/3, test_git_sources_admin.py 6/6, test_local_directory_sources.py
3/3; unit+integration 721 passed, app/ coverage 99%; ruff + pyright
clean.
2026-08-27 23:44:35 -04:00
ducoterra fe55be0c35 feat(brand): configurable app name — BOR_APP_NAME drives /api/config + the frontend brand layer
Build and Push Containers / build-and-push (push) Successful in 1m50s
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.
2026-08-27 02:24:16 -04:00
ducoterra 94d7228510 feat(admin): local directory sources — kind/path on git_sources, combined sync + import, page form + badges
An existing, non-git directory is now a first-class source alongside
the git repos: one table (git_sources + kind discriminator — A13
reversible migration), one admin page, one Sync button (phase locked
decisions; the phase-35 table is extended, not duplicated). The DB is
the local-source registry — no env var for local paths;
BOR_GIT_SOURCES stays a git-only empty-table fallback.

Migration 0007 (reversible, up/down integration-tested):
git_sources.kind TEXT NOT NULL DEFAULT 'git' + ck_git_sources_kind
(kind IN ('git','local')); git_sources.path TEXT NULL +
uq_git_sources_path (mirrors 0006's uq_git_sources_url). Existing rows
read kind='git', path=NULL.

API (phase-35 contract extended, git byte-identical): POST kind=local
requires path — trimmed, ~-expanded, absolute + an existing server
directory, else 422 naming the path (fail loud at add-time); duplicate
path 409 (named); wrong field combos 422. GET rows carry kind + path
(git and env rows: path null); anonymous still 403 on every route (A10).

Sync + import_docs resolve DB git + local rows together: git →
clone_or_pull (unchanged); local → re-verified .is_dir() AT SYNC TIME
(it may have moved/deleted since add-time) — a missing dir raises
"local source missing: <path>" (sanitized) before anything imports;
one import_sources(..., prune=True) over the single combined list
(pruning covers the union). Both-empty fails loudly ("no sources
configured (git or local)"); --source still wins; the env fallback
stays git-only.

Page: second "Add a local directory" form (the same §7.4 never-stale
button + inline-error lifecycle as the git form; 422/409 details name
the path), Git/Local badges on rows (text + color, never color alone —
WCAG), updated hint (git + local together, union prune); the
anonymous sign-in gate is unchanged.

Tests: 0007 up/down; the API local-kind matrix (403/201/422/409) with
the git-kind suite green unchanged; the sync pipeline local/git/
mixed/missing against a host temp dir (the KB actually updated);
import_docs DB resolution + --source precedence. Story E2E (isolated,
deterministic across runs): add (Local badge) → missing path inline
422 naming it / duplicate 409 → the real Sync button imports the
fixture file (GET /api/docs + sentinel in its content) → file deleted
+ sync prunes it (union prune) → row removed; anonymous gate + 403s
(phase-35 regression). test_git_sources_admin.py (phase 35) green
UNCHANGED — no selector collision with the new form;
test_sync_button.py green.

Docs: README — the two managed kinds (git = clone/pull mirror; local =
direct in-place walk), add-time validation, union pruning, "the DB is
the local-source registry (no env var for local paths)";
.env.example — the env fallback is git-only.
2026-08-27 01:04:16 -04:00
ducoterra 15c1272828 feat(rag): agent document tools — list/read tools with env-tuned budgets, SSE tool events + "calling tool" UI
Grounded chat turns now run the agent loop (app/rag/agent.py) instead
of a bare chat_stream: while the per-turn budgets last
(BOR_AGENT_LIST_CALLS / BOR_AGENT_READ_CALLS, default 1 each) the model
gets list_documents (the indexed catalog, /api/docs order) and
read_document (full text, never truncated — A7-revised contract); once
both budgets are spent the tools key is dropped from the request and
the model must answer. Rejected calls (unknown tool, unknown/missing
path, document already in context, spent budget) consume no budget.
Budgets 0/0 make exactly one tools=None request — byte-identical to
the pre-phase path (budgets-as-kill-switch). Deflected turns keep the
direct chat_stream (A8 unchanged; the LOW prompt never carries the
<tools> section).

SSE contract gains {"type":"tool","name":...,"argument":
"source/path"|null} frames ahead of the answer deltas (PLAN §4
extension, owner permission 2026-08-26); done.sources, query_log.sources
and the per-turn log line (gains tool_calls=N) report the retrieval
docs + read docs, deduped. The UI shows a "calling tool"
button/label state and one visible .tool-call line per call above the
answer; the lines persist with the chat record and re-render on
reload. chat_stream passes tools through and accumulates streaming
tool_calls deltas into ToolCallPiece (tools=None stays byte-identical).

E2E: deterministic mock tool flow ("use your tools" + <tools> marker:
list -> read first catalog line -> quoted answer) plus the story suite
(marker flow, reload re-render, plain/deflected no-tool regressions).
Docs: .env.example + README (the two tools, the budgets, the SSE tool
frame, the "calling tool" UI state).

probe: turbo tool_calls=supported 2026-08-26 (uv run python -m
scripts.llm_probe --tools — non-streaming + streaming
finish_reason=tool_calls, indexed delta.tool_calls partials)
2026-08-26 22:39:14 -04:00
ducoterra 9efffcb428 feat(viewer): show document summary together with the original (TODO.md L5) 2026-08-26 19:11:15 -04:00
ducoterra 1925bb66a8 feat(sources): admin page to add and remove git sources (TODO.md L4) 2026-08-26 18:42:28 -04:00
ducoterra 52136fe307 feat(admin): one-click sources sync — admin-only button triggers git clone/pull + re-import + KB overview refresh with polled live status 2026-08-25 21:39:38 -04:00
ducoterra 0654b304e1 feat(rag): lite-generated KB overview in the system prompt — stored single row, regenerated on import, <knowledge_base> section in HIGH+LOW prompts 2026-08-25 20:22:51 -04:00
ducoterra 572a4190a6 feat(rag): lite-model document summaries — non-markdown docs summarized at import, summary chunk retrieves and resolves to the full source doc 2026-08-25 17:48:37 -04:00
ducoterra 589e26dbe9 feat(rag): global tuning manager — /tuning.html + PUT /api/steering/{id}: create, edit, list, delete steering notes without a chat 2026-08-25 13:46:32 -04:00
ducoterra 1e6ae360e0 feat(rag): feed whole matched documents to the LLM — no context truncation (A7 revised) 2026-08-24 23:37:44 -04:00
ducoterra b16deb2b1d feat(chat): stream model thinking over SSE and show it in a collapsible block 2026-08-24 09:52:27 -04:00
ducoterra cbc263a4b2 feat(auth): single-admin password login (signed cookie) — gate tuning + Sources catalog, keep chat and document viewer public 2026-08-23 19:58:39 -04:00
ducoterra fc0d9a2d5c feat(rag): steering notes — tune how Brain answers, stored in Postgres and injected into every system prompt 2026-08-22 16:44:42 -04:00
ducoterra 6ec6181c7b feat(ui): clickable document viewer — open any cited document in the browser from chat chips and the sources table 2026-08-22 02:08:49 -04:00
ducoterra 7e8d14702e feat(rag): hybrid FTS+vector retrieval and multi-format ingestion — name-your-tool questions find the right document 2026-08-22 01:27:02 -04:00
ducoterra e5810b0bcf feat(ui): explicit chat state machine — typing indicator, streaming progress, timeout and error recovery 2026-08-21 18:45:27 -04:00
ducoterra cbf8e39e63 feat(rag): honest deflection gate with amber UI state and alternative-question chips 2026-08-21 17:50:33 -04:00
ducoterra 396e4d47fb feat(rag): stream grounded RAG answers over SSE with source citations
Phase 03 (Story: Chat RAG Answer — happy path):
- app/rag/retriever.py: top-k cosine search + parent-doc selection with
  per-doc dedupe and BOR_MAX_CONTEXT_CHARS cap ([…truncated…] marker)
- app/rag/prompts.py: locked persona + HIGH/DEFLECT prompt builders
- app/rag/llm.py: LLMError + chat_stream (turbo, temp 0.4, max 700, stream)
- app/api/chat.py: POST /api/chat SSE — delta* then done{deflected,
  sources, suggestions}; query_log row + PLAN §9 per-turn log line;
  structured error event on mid-stream failure, JSON 503 when DB down
- frontend: SSE reader, live bubble streaming, source chips -> /sources.html,
  red role=alert banner, Send button state that always recovers
- fix(scaffold): [hidden] { display: none !important } — .kb-banner's
  display:flex was overriding the hidden attribute (banner always visible)
- tests: unit (retriever/prompts/sse/llm) + integration (real Postgres RAG
  turn, query_log, error + 503 paths, mid-turn failures) + Playwright story
  suite (grounded answer, log row, raw SSE shape); smoke placeholder test
  replaced with the real never-stale-button contract
2026-08-21 17:17:02 -04:00
ducoterra 99c48cbe06 feat(rag): index markdown KB — chunker, embed client, delta importer, Sources page
Phase 02 (story: import documents):

- fence-aware markdown chunker (heading sections, 200-char overlap,
  heading anchor on every chunk, 1200-char hard cap, fence blocks
  kept atomic and split under the cap)
- LLMClient over aipi (LiteLLM) reusing the openai client's httpx
  transport to send a clean {model, input} payload — the openai SDK
  injects encoding_format, which aipi's openai_like group rejects;
  token-budget batching + halving retry for the endpoint's
  ~1024-token per-request input cap
- two-phase per-file upsert importer: sha256 delta (unchanged skip),
  atomic commit, A9 exclusion walk, per-source prune, per-file error
  tolerance (rollback + log + continue, non-zero CLI exit), adaptive
  re-chunk at half target for URL-dense files the endpoint rejects
- scripts/import_docs CLI (repeatable --source, --prune, --limit,
  defaults ~/Homelab + ~/Deployments)
- GET /api/docs with per-doc chunk counts; Sources page wired to the
  real endpoint (stat cards, full-width a11y table, designed empty
  state, DOM-built rows — no innerHTML)
- tests: 63 passed (chunker/llm/importer units, docs API + importer
  integration), story E2E 3/3 (real endpoints, in-thread import);
  app/ coverage 98%
- real KB imported: 672 docs / 8969 chunks in ~3m, idempotent
  re-run (672 unchanged, 0 batches)
- harness: .agent/validate.sh now gates through uv (pytest +
  coverage >90% + ruff + pyright) instead of system python3
2026-08-21 16:24:45 -04:00
ducoterra 022da8e2bc feat: scaffold Brain of Reese — FastAPI RAG chat over Postgres 17 + pgvector
Foundation (phase 01, verified):
- FastAPI app: /api/health, /api/suggestions, /api/chat (placeholder),
  static frontend served locally (no CDN)
- Postgres 17 + pgvector via db/Containerfile + compose.yaml
  (podman compose up -d db), Alembic initial migration (documents,
  chunks with vector(768), query_log)
- LLM client targeting https://aipi.reeseapps.com/v1 (turbo/embed);
  scripts/llm_probe.py verified models + 768-dim embeddings live
- Conditional debugpy: imported only when DEBUGPY=1 (attach on demand,
  :5678); logging config for clean single-line logs
- Frontend shell: mobile-first chat + Sources pages, tokens, a11y baselines
- Tests: 24 unit+integration (99% coverage on app/), ruff + pyright clean,
  Playwright smoke E2E (3 tests) against a deterministic mock LLM
- Planning: .agent/PLAN.md (architecture + LOCKED decisions), AGENTS.md,
  6 user stories, 7 phase files (one story / one phase / one Playwright
  suite each)
2026-08-21 13:42:21 -04:00