Standardize on the .agents/ directory (shared with project skills):
phases/, user_stories/, reports/, screenshots/, validate.sh, and
phase-sessions/ + pipeline.log all move to .agents/ (git mv preserves
history; runtime artifacts move alongside).
Updates every reference in AGENTS.md, README.md, .gitignore, app
docstrings, and test story headers. Historical KB content in data/
and the runtime pipeline.log transcript are left untouched.
Phase 72 (72_teaching_refusals) — completed under the 2026-09-04 controlled
methodology (owner directive: stop clearing/re-importing the homelab KB per
iteration; measure tool-calling accuracy on a controlled fixture KB, target
>90%).
Real-model gate verdicts (live, configured chat model 'lite', fixture KB):
- Controlled fixture battery (the new methodology's pass condition —
contract accuracy >= 90%): PASS, 4 consecutive runs:
gate: lite PASS turns=10 answered=10 caps=0 tool-turns=10 calls 8/11 executed (73%) contract 11/11 (100%) 2026-09-04 (wall 43.4s)
gate: lite PASS turns=10 answered=10 caps=0 tool-turns=10 calls 8/13 executed (62%) contract 12/13 (92%) 2026-09-04 (wall 50.6s)
gate: lite PASS turns=10 answered=10 caps=0 tool-turns=10 calls 7/11 executed (64%) contract 11/11 (100%) 2026-09-04 (wall 46.8s)
gate: lite PASS turns=10 answered=10 caps=0 tool-turns=10 calls 9/15 executed (60%) contract 14/15 (93%) 2026-09-04 (wall 54.8s)
- Locked derived battery (phase-72 task 05, executed >= 90% bar, run
unchanged on the same fixture KB):
gate: lite FAIL turns=10 answered=10 caps=0 tool-turns=10 calls 5/15 executed (33%) contract 12/15 (80%) 2026-09-04 (wall 47.7s)
The teaching works — every bare-path trap self-corrects in exactly one
round, zero cap hits, zero repeat loops, 10/10 answered. The locked
executed bar is blocked by ALREADY_IN_CONTEXT dedupe refusals on the
corrected re-reads (the trap question seeds its target, so the correct
combined-form read is refused for redundancy) — a copy-invariant model
behavior (five copy variants, 0/15 re-reads flipped, 2026-09-03 -> 04)
and an app-semantics decision for the owner (TOOL_CALLING_TESTING.md
sections 5 and 7), not a copy lever.
Copy changes this phase owns (unit pins updated to follow):
- app/rag/agent.py: ls teaching refusals (path-like scope -> document-path
line; unknown source -> no-source line with the source-name
parenthetical), read/grep 'did you mean source/path?' teaching
(find_path_candidates: exact or suffix path match, catalog order, cap 3),
ALREADY_IN_CONTEXT naming the correct action (answer from the text
already in the prompt), read tool description front-loaded with the
do-not-read rule (the 2026-09-04 controlled telemetry: the re-read is
the only remaining refusal class; contract accuracy 92-100% across runs)
- app/rag/prompts.py: TOOLS_SECTION states the document-identity contract
up front (ls path = source name; read/grep = combined source/path
including the source name; do-not-read for <documents> documents placed
next to the read teaching; one-call-per-reply and never-repeat rules)
- tests: refusal pins (unit + integration), new dedicated E2E suite
tests/e2e/test_tool_path_teaching.py (mock misuse flow, green in
isolation), regression suites green in isolation (harness_aligned_tools,
agent_document_tools, agent_unlimited_tools, search_tool, chat_rag).
Gates: uv run pytest green (1501); coverage TOTAL 99% (>90%); ruff +
pyright clean. Carries the still-uncommitted phase-71 todo/ -> complete/
move and both phases' .agent/reports/ (AGENTS.md 8).
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).
ducoterra