Commit Graph
29 Commits
Author SHA1 Message Date
ducoterra bef24e05e2 phase: 123_chat_image_questions
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All gates green. Verification complete.

**Phase 123 — final verification pass (all 4 tasks already in `complete/`)**

- Verified the full implementation is in the working tree: `app/api/chat_images.py` (upload/serve pair), `ChatRequest.image`/`ChatMessage.image` (path-validated, omitted-when-None), toggle-off + stale-file hinted error frames, `build_user_content` multimodal build at both sites (chat.py deflected branch + `run_agent`), config-gated composer attach/preview/upload-then-send, restore + shared rendering, CSP `img-src 'self' data:` carve-out, mock-LLM capture buffer.
- `uv run pytest` → **2796 passed**, exit 0 (unit + integration).
- `uv run pytest --cov=app --cov-report=term-missing` → **TOTAL 99%** (29/4615 missed; phase-123 modules 99–100%).
- `uv run pytest tests/e2e/test_chat_image_questions.py -v --no-cov` → **5 passed** in isolation.
- `uv run ruff check . && uv run pyright` → clean (0 errors).

**Completion criteria:** (1) attach→send→multimodal text+image to the model, bubble/reload/shared all render it, saved chat stores the PATH with `"base64" not in json.dumps(stored)` — **verified** (E2E tests 1–4 + integration round-trip); (2) `BOR_IMAGES=false` — control hidden, exact hinted error frame, zero model calls / no query_log row — **verified** (E2E test 5 + integration); (3) text-only byte-identical (`content` stays a plain `str`) — **verified** (unit + integration); (4) all gates green — **verified**; (5) commit + phase move — left to the harness per pipeline rules (no `git add`/`commit` run).

No defects found; no live-infrastructure changes (repo + local dev DB only). **Next pending phase: none** — 123 is the last phase in `todo/`.
2026-09-25 05:19:18 -04:00
ducoterra a19d78d284 phase: 122_image_documents
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**Phase 122 (image documents) — final verification pass: all green. No code changes were needed; defects found: none.**

**Verified (implementation already complete in working tree, reviewed end-to-end):**
- Toggle (`BOR_IMAGES`/`BOR_IMAGE_EXTENSIONS`/`BOR_IMAGE_DIR`, off by default) + `GET /api/config` `images` flag
- Ingest: bytes digest, `image_dir` persistent copy, `content = summary = vision description` (chat-model call; only text embedded), fail-soft skip + `images_failed` counter
- Serve/display: `/api/documents/{id}/image` route (404 matrix), viewer `<img>` + description, Sources 48px lazy thumbnails, chat inline source figure (alt = summary), agent `read` marker
- Prune guard: images-off syncs never prune `is_image` docs

**Test / lint / coverage (exact commands & outcomes):**
- `uv run pytest` → exit 0 (green; note: pytest 9.1.1 `-q` omits the final count line in output — exit code authoritative)
- `uv run pytest --cov=app --cov-report=term-missing` → **2715 passed, exit 0, TOTAL 99%** (>90% gate)
- `uv run ruff check . && uv run pyright` → "All checks passed!" / "0 errors, 0 warnings, 0 informations"
- `uv run pytest tests/e2e/test_image_documents.py -v --no-cov` → **4 passed, exit 0** (isolation)

**Completion criteria:** (1) images=true → described/embedded/displayed docs: ✅ (E2E + integration) · (2) images=false byte-identical + image docs survive sync: ✅ (E2E negative app + unit/integration) · (3) viewer + chat rendering with alt text; failed description skips + logs, sync completes: ✅ · (4) test/lint/coverage gates: ✅ · (5) commit + phase move: deferred to harness per this pass's rules (working tree left uncommitted).

**Notable deviation (pre-existing, documented in code):** image route uses `require_user` (phase-79 posture, same gate as the document content endpoint) rather than the phase text's "public" parenthetical — matches the endpoint it mirrors.

**Next pending phase:** `123_chat_image_questions`.
2026-09-25 01:54:23 -04:00
ducoterra a5b63f83ad phase: 119_name_signal_read_chips
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All verification complete. Final report:

**Phase 119 final verification pass — all criteria verified, one stale pin fixed.**
- Verified implementation of all 6 tasks: D1 component name-hit rule (`name_hit` flag, titles never matched, retired length tie-break), D2 `BOR_NAME_HIT_BONUS` (0.005 default, 0 = byte-identical kill switch, negative fails startup, selection-layer only, `eval_retrieval` `suggested:` line), D3 suggested-folder lines (after `SUGGEST_INTRO`, before first block), D4 cite-discipline `SUGGEST_INTRO` sentence (PERSONA/LOW/`TOOLS_SECTION` byte-pins intact), D5 `done.sources` = read docs only (frontend no-op on empty confirmed), D6 mock `repeat your folder map` echo + new suite + telemetry.
- Battery (replica restored per skill, fingerprint docs=1000/chunks=8866 verified, `eval_retrieval --from-file tests/fixtures/retrieval_battery.txt` re-run): **GATE PASS** — gitea README #4 in suggested top-5, forgejo 5/5 (README #1), gateway README in top-5 (#4), qwen3.8-27b quadlets top-5, Mongolia HIGH/fts=5 unchanged.
- New E2E in isolation: `4 passed` ×2 (deterministic). All 27 modified E2E suites in isolation: 26 green; **1 stale pin fixed** — `test_source_chip_quality.py` durable-record order pin pre-dated the D1 re-rank (`aliases` stem sub-component name-hits `ssh_aliases.txt`, deterministically lifting `backups.md` over `kubernetes.md`; probe-verified 0.016277 vs 0.016036, 4/4 stable) — re-pinned with the phase-119 rationale; suite green ×2.
- Gates: `uv run pytest --cov=app --cov-report=term-missing` → **2547 passed, app coverage 99%** (>90%); `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors.
- Completion criteria: 1 ✅ (battery, recorded), 2 ✅ (folder lines; block/LOW byte-identical pins green), 3 ✅ (read-only chips, zero-read chips nothing, related row + durable record untouched — unit+E2E agree), 4 ✅ (all green), 5 → commit/phase-move left to the harness per pass rules (nothing committed).
- Deviations: battery output + real-model telemetry recorded in `.agents/reports/119_name_signal_read_chips/task06_battery_and_e2e.md` and `TOOL_CALLING_TESTING.md` §11 (task files in `complete/` are immutable to this pass); gateway canonical doc at #4 vs overview's #3 was already documented at task 06 (containment gate met).
- Next pending phase: **none** — `todo/` holds only phase 119.
2026-09-16 15:50:48 -04:00
ducoterra 9820c361b0 phase: 118_summary_seed_context
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**Phase 118 final verification pass — complete.** All criteria verified; 4 pre-existing defects found and fixed.

- **Verified:** summary-seed wiring (`select_suggested` top-5 no-floor → summary blocks, no full text in HIGH prompt), all-doc markdown summaries + NULL backfill (`summary_backfilled`, no `sources_meta` bump), `read` adds full text with `read_docs`-only dedupe, `done.sources` = suggested+read / durable record = suggested+related+read + `suggested=N` log line (seen live in E2E), byte-locked PERSONA/LOW/TOOLS_SECTION, battery gate PASS recorded in `TOOL_CALLING_TESTING.md` §10 (turbo 2026-09-16: 1/2/4 GREEN, cond-3 reported 9/10 per A7, contract 21/21, caps 0).
- **Defects fixed (all pre-existing, none phase-118):** ① `ChatMessage` schema missing the phase-113 `related` key → `extra="forbid"` 422'd every done-time auto-save of grounded turns with a related tier, leaving `message_count=1` (root cause of `test_share_chat` 3F; browser-level instrumentation proved the PUT 422) — added the field + unit/integration pins; ② `test_theme_semantic_completion` pins stale vs phase-117 debox (border/chip removed) — re-targeted to assert border/chip *absence*; ③ `test_header_consistency` `<26`px pin red on 26.125px native date-input line — bound relaxed to `<34` (wrap-detection intent kept); ④ `test_navbar_refresh` bor.chat.v1 key set updated for `related`.
- **Test/lint/coverage:** `uv run pytest --cov=app --cov-report=term-missing` → **2506 passed, app/ 99%** (>90%); `uv run ruff check . && uv run pyright` → clean, 0 errors.
- **E2E:** new story suite in isolation → **2 passed**; full 103-suite matrix sweep (each isolated) → **all 103 green** after the fixes; `test_share_chat` 4 passed, `test_theme_semantic_completion` 8 passed, `test_header_consistency` 3 passed, `test_navbar_refresh` 7 passed.
- **Deviations:** none from LOCKED decisions. Note: orphaned diagnostic uvicorn processes briefly made E2E sessions exercise stale code — killed and re-verified; a sweep-regenerated tracked screenshot was restored. No commits made (harness commits).
- **Completion criteria:** all 7 ✅ (commit/phase-move is the harness's step).
- **Next pending phase:** none — `todo/` holds only this phase's overview pending the harness move.
2026-09-16 06:57:49 -04:00
ducoterra 3846f26a58 phase: 114_embed_question_length
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All verification passes complete — the phase was already fully implemented in the working tree, and every gate is green. No defects found; no code changes were needed.

**Final verification pass — Phase 114 (embed question length):**
- Verified truncation: `chat.py:459` embeds `request.message[:settings.embed_question_max_chars]` (default 1200, `BOR_EMBED_QUESTION_MAX_CHARS`, `>0` validator); full question still reaches the LLM prompt/log.
- Verified error mapping: `EmbeddingInputTooLargeError(EmbeddingError)` (byte-identical message) caught **before** `EmbeddingError` → no retry, terminal frame `detail="Question too long — trim it and re-ask."` + reachability-fine hint; `ChatErrorEvent.hint` additive.
- Verified frontend chain: frame `hint` → `err.hint` → `setUiState(error, …, {hint})` → `showErrorBanner(…, {retryable: true})` — hint replaces default `ERROR_HINT`, phase-111 `#banner-retry` button revealed. 4,000-char clamp untouched (A2).
- `uv run pytest tests/unit/test_embed_question_length.py -v --no-cov` → 21 passed
- `uv run pytest tests/e2e/test_embed_question_length.py -v --no-cov` (isolation, DB up) → 1 passed (4,000-char question → done, no banner)
- Regression: `test_llm_retry.py` 4 passed · `test_oneshot_llm_retry.py` 2 passed · `test_chip_sizing_question_cap.py` 6 passed
- `uv run pytest --cov=app --cov-report=term-missing` → 2444 passed, TOTAL **99%** (>90% gate)
- `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors, 0 warnings

**Completion criteria:** (1) 4,000-char question embeds prefix + full prompt ✅ · (2) too-large → accurate frame + hint + Retry button ✅ · (3) reachability failure byte-identical (retries + old copy) ✅ · (4) all gates green ✅ · (5) commit/phase-move → left to the harness per instructions (no `git add`/`commit` run).
**Deviations:** none. **Next pending phase:** `115_doc_draft_discard`.
2026-09-15 04:16:55 -04:00
ducoterra 97d663d16d phase: 113_source_chip_quality
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All gates green — no defects found; this pass was verification only.

**Phase 113 final verification pass — report**

- Verified (no code changes needed): `select_documents_tiered` cited/related tiering + `select_documents` wrapper, `TurnPlan.related_docs`, `ChatDoneEvent.related` (additive, old payloads parse), `appendRelated` UI row (`.related-doc`, never `.source-chip`), done-frame + restore-path wiring, two settings with validators, `.env.example` entries
- `uv run pytest --cov=app --cov-report=term-missing` → 2422 passed, app/ coverage **99%** (>90% gate)
- `uv run pytest tests/e2e/test_source_chip_quality.py -v --no-cov` (isolated) → 2 passed
- Regression E2E `test_retrieval_quality.py` + `test_honest_deflection.py` + `test_chat_rag.py` + `test_sources_midstream_bug.py` → 17 passed
- `uv run ruff check . && uv run pyright` → clean (0 errors); `bash .agents/validate.sh` → "validation OK"

Completion criteria:
1. Single-doc question → exactly one `.source-chip` (E2E): ✅ passed
2. Weak 2nd doc only in de-emphasized related row, never `.source-chip` (unit + E2E): ✅ passed
3. Deflected turn → zero citation chips, weak hits in related row: ✅ passed
4. Full suite green, coverage >90%, isolated E2E green, lint/types clean: ✅ passed
5. `--no-gpg-sign` commit + phase dir move: left to harness per pass rules (task files already in `complete/`)

No deviations. Next pending phase: `114_embed_question_length`.
2026-09-15 03:11:05 -04:00
ducoterra 1374faf136 phase: 112_honesty_gate_weak_hits
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**Phase 112 — final verification pass (all 4 tasks already complete in `complete/`):**

- Verified gate fix: `app/api/chat.py::plan_turn` — HIGH iff `best_cosine >= relevance_threshold` OR (`fts_hits > 0` AND `best_cosine >= lexical_support_floor`); `lexical_support_floor` (default 0.35, `BOR_LEXICAL_SUPPORT_FLOOR`, bounds-validated) in `app/config.py` + `.env.example`; A8 revision note (2026-09-14) in `.agents/PLAN.md`.
- Verified prompt contract: `app/rag/prompts.py` diff is docstring-only (dated owner-decision-iii entry); `tests/unit/test_prompt_lock.py` byte-pins PERSONA/TOOLS_SECTION/DEFLECT body (sha256+length).
- Verified README: L11 + L575 deflection copy refreshed; `grep "haven't done anything" README.md` → no hits; disclosed-answer behavior documented.
- Tests: `uv run pytest --cov=app --cov-report=term-missing` → **2378 passed, 99% coverage (>90%)**; includes Mongolia-quadrant unit pins (fts>0 + cosine<floor → LOW).
- E2E in isolation: `uv run pytest tests/e2e/test_honest_deflection.py -v --no-cov` → **4 passed** (out-of-KB question: `deflected=true`, `sources==[]`, 2–3 suggestions); regression `test_chat_rag.py` + `test_retrieval_quality.py` → **7 passed**.
- Lint/types: `uv run ruff check .` → clean; `uv run pyright` → 0 errors.

**Completion criteria:** weak-FTS→LOW unit-pinned ✅ · no false citations + 2–3 alternatives E2E ✅ · prompts byte-identical (test-pinned) + README matches ✅ · suite/coverage/e2e/lint all green ✅ · commit + phase move → left to harness (no `git commit` run, per rules; changes in working tree).

**Deviations:** none. Next pending phase: `113_source_chip_quality`.
2026-09-15 00:37:38 -04:00
ducoterra 3a4035fc96 phase: 110_fix_sse_db_pool_exhaustion
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---

**Phase 110 — Fix SSE DB Connection Pool Exhaustion (SEC-14-04): COMPLETE**

**What was implemented/verified:**
- All three tasks (pool config, short-lived sessions, concurrency cap) were already implemented in code
- Fixed `tests/integration/test_chat_db_sessions.py` — added FakeChatLLM mock, fixed LLM signature (`tools=` not `_tools=`), used `fastapi_app.dependency_overrides` instead of `client.app.dependency_overrides`
- Fixed `tests/e2e/test_chat_db_pool.py` — added FakeChatLLM mock, fixed admin password to match `tests/conftest.py`, removed unused imports
- Fixed lint errors (unused imports, import order) in both test files

**Test / lint / coverage results:**
- `uv run pytest` → 2350 passed, 1 warning, 56.4s
- `uv run pytest --cov=app --cov-report=term-missing` → 99% coverage (4065 lines, 16 uncovered)
- `uv run pytest tests/e2e/test_chat_db_pool.py -v --no-cov` → 3 passed
- `uv run pytest tests/integration/test_chat_db_sessions.py -v --no-cov` → 4 passed
- `uv run pytest tests/integration/test_chat_concurrency.py -v --no-cov` → 11 passed
- `uv run pytest tests/unit/test_db_pool_config.py -v --no-cov` → 14 passed
- `uv run pytest tests/unit/test_agent_short_lived_sessions.py -v --no-cov` → 7 passed
- `uv run ruff check .` → all checks passed
- `uv run pyright` → 0 errors, 0 warnings

**Completion criteria:**
- [✓] `app/db.py::create_engine` receives explicit `pool_size=5`, `max_overflow=10`, `pool_recycle=3600` from settings
- [✓] `run_agent` accepts `db_factory: Callable[[], Session]` and creates short-lived sessions per tool call
- [✓] Each tool round uses a separate DB session closed after the tool result
- [✓] Concurrency cap (`BOR_CHAT_MAX_CONCURRENT`, default 10) limits concurrent turns; excess get 503
- [✓] All test gates green, coverage 99%, lint/types clean

**Notable decisions:** Tests needed LLM mocking (the original test files lacked `FakeChatLLM` mocks, causing hangs on real LLM calls).

**Next pending phase:** None — this is the last phase in `todo/`.
2026-09-14 15:55:13 -04:00
ducoterra fbbd98d734 phase: 108_history_wire_check
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Final verification pass complete — everything independently re-verified green. Report:

**Phase 108 — History wire check (final verification pass; verdict: NO BUG, tests-only per D13)**

- Verified all 3 tasks complete in `.agents/phases/complete/108_history_wire_check/`; re-ran every pin and gate myself
- Layer 1 (unit): 2 owner-shape pins in `tests/unit/test_history.py` (2-turn keep-whole + A4 thinking mapping) — pass
- Layer 2 (integration): `test_endpoint_two_turn_history_reaches_the_llm` — captured LLM request = `[system, user Q1, assistant R1, user Q2]`, `history_msgs=2` — pass
- Layer 3 (E2E): `tests/e2e/test_history_wire_check.py` — owner's verbatim 3-message scenario, echo byte-exact (T2: `2 prior messages`+R1 tail; T3: `4 prior messages`+R2 tail) — pass
- `VERDICT.md` present in phase dir: layer outcomes + "no bug — model behavior/user error" + pin names

**Gates (exact results)**
- `uv run pytest --cov=app --cov-report=term-missing` → 2305 passed, TOTAL **99%** (>90%)
- `uv run pytest tests/e2e/test_history_wire_check.py -v --no-cov` → 2 passed (isolation, DB up)
- `uv run pytest tests/e2e/test_llm_history.py -v --no-cov` (phase-74 regression) → 3 passed
- `uv run ruff check .` → clean; `uv run pyright` → 0 errors

**Completion criteria:** all six met — no defects found; diff scoped to `tests/**`, `VERDICT.md`, `.agents/phases/**`, `.agents/reports/**` (no `app/`/`frontend/` changes, consistent with no-bug verdict). Per executor rules, no git commit made — left for the harness.

**Next pending phase:** `109_turn_progress_loader`
2026-09-13 23:57:54 -04:00
ducoterra ee3efb28c9 phase: 106_document_dates
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Everything is verified green. Final report:

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

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

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

- **Notable:** recency default tuned 0.001 → **0.0007** (task 07 step 5 explicitly permits; measured margins recorded in `test_recency_boost.py` docstring).
- **Next pending phase:** none — `todo/` holds only this phase.
2026-09-13 19:28:05 -04:00
ducoterra 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 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 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 055c0b5d85 feat(rag): pass chat history with prior thinking to the LLM
Build and Push Containers / build-and-push-app (push) Successful in 1m39s
Build and Push Containers / build-and-push-db (push) Successful in 11s
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 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 5d679f5184 feat(import): index quadlet unit files and jinja templates (A9 revision)
Phase 47 (owner permission 2026-08-27, TODO.md L10–11, roadmap R1): the
full Podman quadlet family (.container, .network, .volume, .image,
.pod, .kube, .swap, .os, .endpoint) and .j2 Jinja templates join the
allowed + default A9 import formats, chunked as plain text (owner
decision — no TOML/Jinja-aware splitter). No env configuration needed:
a default import now indexes them.

- app/config.py: _ALLOWED_IMPORT_EXTENSIONS + the default
  import_extensions CSV gain the ten names (the original seven first);
  the never-widen BOR_IMPORT_EXTENSIONS validator is untouched and
  still rejects truly unknown extensions.
- app/rag/chunker.py: ten _FORMAT_CHUNKERS entries -> chunk_text
  (HARD_MAX_CHARS 1200 honored, unknown-suffix fallback unchanged);
  docstring/comments cite the A9 revision 2026-08-27.
- tests/fixtures/docs/homelab/: quadlet/compose.container (realistic
  quadlet TOML, >1500 chars, [Unit]/[Service]/[Container] sections,
  RESE-QUADLET-SENTINEL-77aa), quadlet/lan.network,
  quadlet/cache.volume, templates/deploy.j2 (for/set/if Jinja
  constructs + RESE-JINJA-SENTINEL-33dd). Every suite that seeds the
  fixture tree updates its 9 -> 13 document-count constants.
- tests/unit/test_config.py: allowed set carries all seventeen formats,
  default CSV + dotted import_extension_set include the ten, the
  validator accepts the new names and still rejects unknowns.
- tests/unit/test_chunker.py: dispatch parity with chunk_text for every
  new suffix (parametrized), the .container fixture chunks >=2 under
  the cap with the sentinel surviving, the .j2 fixture keeps {{ }}
  verbatim, the unknown-suffix fallback is unchanged.
- tests/unit/test_importer.py: a default-extensions walk over a temp
  tree indexes exactly the ten new files (unknown/hidden/excluded
  filtered), the original seven still walk, stem-title fallback holds.
- tests/integration/test_import_quadlet_jinja.py (new): import_sources
  over a temp tree with .container/.volume/.j2 -> documents + chunks
  rows with stem titles; delta re-import updates only the changed .j2
  doc; prune drops the deleted .volume doc with cascade.
- tests/e2e/test_quadlet_jinja_import.py (new, story suite, mock-only,
  isolation): GET /api/docs (admin session) lists the four new-format
  docs with non-zero chunk counts and stem titles; the Sources table
  renders a row + .doc-link per file; the phase-26 modal shows the
  .container TOML ([Container] section + sentinel) with stem title and
  the container format badge; a RESE-JINJA-SENTINEL-33dd question
  FTS-matches the .j2 chunk -> honest-positive (A8: LOW requires zero
  FTS hits) — the bubble is not .is-deflected and a source chip names
  templates/deploy.j2.
- README.md + .env.example: the extended default format set (A9
  revised 2026-08-27, plain-text chunking, narrow-only rule intact).
- .agent/PLAN.md: the A9 revision (owner-locked R1) — A9 row status,
  the revision note under the anchors table, and the §5 chunking-policy
  + §11 workflow lines. The only PLAN edit this phase.

Gates: uv run pytest 795 passed; app/ coverage TOTAL 99% (>90%);
ruff check + pyright clean; story E2E 4/4 in isolation (DB up);
regression E2E suites test_import_documents (3) / test_sync_button
(3) / test_git_sources_admin (6) green in isolation.

Also records the 47_quadlet_jinja_import task-file moves (01–03)
todo/ -> complete/.
2026-08-28 07:02:24 -04:00
ducoterra b855d0aef9 feat(rag): unbounded agent tool calls behind a round cap (owner revision)
Phase 45 (owner permission 2026-08-27, TODO.md L8: "allow the LLM
to make as many tool calls as it wants"): the phase-37 per-turn tool
budgets (BOR_AGENT_LIST_CALLS / BOR_AGENT_READ_CALLS, default 1 each)
and their exhaustion refusals are removed — a grounded turn now offers
list_documents / read_document for the whole turn (re-lists included),
bounded only by the round cap:

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

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

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

Also records the 45_agent_unlimited_tools todo/ -> complete/ task-file
moves (00/01/02 pending in the working tree, task 03 moves on success).
2026-08-28 04:50:56 -04:00
ducoterra 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 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 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 b16deb2b1d feat(chat): stream model thinking over SSE and show it in a collapsible block 2026-08-24 09:52:27 -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