ducoterra
b233c8d714
phase: 148_pdf_pages_in_sources
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**Phase 148 — final verification pass: complete, 100% green.**
- **Verified (tasks 01–04 already implemented):** page render/persist at index (`_persist_page_copies`, fail-soft, stale-replace, qualifier-loss, prune hook via `_delete_page_copies`); public `GET /api/documents/{id}/pages/{n}` (uuid4-credential, 404-all-non-servable, `image/png` + cache header); `DocContent.page_urls` additive-omitted; shared `renderDocument` strip (lazy imgs, "Page N" captions, text + Summary suppressed, onerror note, createElement-only); migration 0026; `pdf_page_dir` setting; `.env.example` entry
- **Completion criteria:** (1) pictorial + fallback classes get `p{N}.png` + `page_count`, text-heavy gets neither — pinned, pass; (2) unchanged re-sync renders zero (fast path) — pass; (3) changed re-index replaces copies, qualifier-loss/prune delete — pass; (4) route 404 matrix + payload key absent-never-null — pass; (5) modal AND /document.html strip with suppression, text-heavy byte-identical — E2E pass; (6) see below; (7) no completed-phase drift — full suite green
- **Tests:** `uv run pytest --cov=app --cov-report=term-missing` → **3461 passed, 0 failed**, `app/` coverage **99%** (>90%); `uv run pytest tests/e2e/test_pdf_pages_in_sources.py -v --no-cov` → **4 passed** in isolation; `uv run ruff check .` clean; `uv run pyright` → 0 errors, 0 warnings
- **Documentation:** README had **1 pre-existing inconsistency** — the Production Deployment section's standalone `podman run` example (and compose note) omitted the **required** `BOR_ADMIN_PASSWORD`/`BOR_SESSION_SECRET` (the fail-loud boot gate the README's own Admin section documents — the container would refuse to start); fixed with the two `-e` flags + a note for the compose path. All else verified consistent: 70/70 `.env.example` vars documented, all defaults match `config.py`, pages table matches routes, Containerfile/esbuild/uid-10001/healthcheck/entrypoint claims accurate, QA commands match pytest config. **AGENTS.md: verified consistent — no changes needed**
- **Notable:** repo uses `Containerfile` (Podman) — README's `podman build` example is valid as-is; no live infrastructure touched
- **Next pending phase:** `149_sync_progress_box`
2026-10-01 16:58:01 -04:00
ducoterra
32a3ec4f5e
phase: 145_git_source_links
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**Phase 145 final verification pass — all green, no code changes needed**
- **Verified (no defects found):** resolver `origin_for_source` + `_url_basename` (scp/`.git`/trailing-slash, sanitize, ambiguity WARNING); `origin:`/`branch:` lines in all four read shapes via shared `_origin_lines`; HIGH `<tools>` origin rule (verbatim + only-byte-change pins); `DocContent.origin_url/origin_branch` (absent-never-null serializer); `renderDocument` "Original" anchor (copyable verbatim URL, `_blank`/`noopener`, branch in title); mock scripted origin-link flow (disjoint trigger — grep-verified vs all other E2E files)
- **Tests:** `uv run pytest --cov=app --cov-report=term-missing` → 3402 passed, `app/` coverage **99%** (>90% gate); `uv run pytest tests/e2e/test_git_source_links.py -v --no-cov` → **4 passed** in isolation; `uv run ruff check .` → clean; `uv run pyright` → 0 errors, 0 warnings
- **Completion criteria:** (1) git read results carry origin/branch, local byte-identical — ✅ (unit pins + E2E control); (2) HIGH `<tools>` rule pinned, LOW byte-identical — ✅ ; (3) modal AND /document.html show Original link, branch in label when pinned, nothing for local — ✅ ; (4) full suite green + coverage + E2E + lint/types — ✅ ; (5) no completed-phase behavior change (read header line 1, mock prefix, done frame/SourceRef untouched, LOW sha) — ✅
- **Extra regression check:** re-ran shared-mock E2E suites `test_read_line_ranges.py` (2 passed) and `test_document_viewer.py` (8 passed) — no cross-suite regressions from the `mock_llm.py` addition
- **Documentation:** README.md reviewed in full (env table ⊇ `.env.example`, pages/routes, config defaults, scripts, 17-color palette, 300 s guard, 2 s sync poll, phase-145 provenance section matches implementation) and AGENTS.md (72rem container, no-CDN test, smoke test, gitignore, gates) — **verified consistent, no changes needed**
- **Notable:** phase-116 screenshot PNG was regenerated during this phase's E2E runs (byte re-encode only, visually identical, correct no-anchor local-source meta row) — left in tree for the harness commit
- **Next pending phase:** `146_search_tool_scope` (then 147, 148, 149)
2026-10-01 11:13:43 -04:00
ducoterra
62e4f6b572
phase: 124_image_chips_and_answers
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All green. Final report:
**Phase 124 final verification pass — all criteria verified, no defects found (nothing to fix)**
- Verified the implemented phase (all 7 tasks done, changes in working tree): `BOR_ANSWER_IMAGES` toggle, `show_image` tool + refusals + `holder.shown_images`, toggle-gated prompt clause, `answer_image` frame field (None-omitting serializer) + `ChatMessage` persistence, `merge_cited_docs` auto-cite bug fix, answer-figure UI (live/restore/shared/CSS), mock triggers + E2E suite. Also confirmed the bytes route → public change matches the phase-123 shared-chat precedent (task 06 design).
- `uv run pytest --cov=app --cov-report=term-missing` → **2848 passed**, TOTAL **99%** (>90% gate)
- `bash .agents/validate.sh` → **validation OK** (tests + coverage + ruff + pyright)
- `uv run ruff check . && uv run pyright` → clean, 0 errors
- `uv run pytest tests/e2e/test_answer_images.py -v --no-cov` (isolated) → **5/5 passed**
- Mock-inert spot checks: `tests/e2e/test_image_documents.py` 4/4, `tests/e2e/test_agent_document_tools.py` 4/4
**Completion criteria:** ① zero-read suggested-tier image doc chips with figure — verified (unit matrix, integration `test_zero_read_grounded_turn_auto_cites_suggested_image_doc`, E2E bug-fix flows); ② show_image → answer figure below text/above chips, second call refused, persists + restore + shared — verified (unit handler matrix, integration round-trip, E2E feature flow); ③ default-off byte-identical (3 tools, no clause, no key) — verified (unit + integration + E2E toggle-off); ④ full suite green / >90% / lint clean — verified above; ⑤ commit + phase move — harness responsibility (changes left uncommitted in working tree, no live-infrastructure changes made).
**Next pending phase:** none — `todo/` holds only this phase; the pipeline is clear once the harness moves it.
2026-09-26 17:06:09 -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
35d65d2f25
feat(rag): summarize single-document folders (MIN_DOCS_PER_FOLDER 2 → 1)
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Relax the phase-94 folder-summary scope rule from ≥ 2 documents to
≥ 1: a folder (or source root) is a candidate while ANY document
lives under it, so single-file folders and single-file source roots
get their own lite-written description. A row is now pruned only
when its folder loses its last document (vanishes from the
catalogue).
The constant is the single source of truth, so the flip propagates
to the generator's candidate set, the prune pass, the
missing_folder_summaries gap probe (the next sync self-heals the
new gaps), and the KB-tree summary_pending markers (1-doc folders /
sources now read "Summary pending" until their row lands).
Docstrings/comments across app/, scripts/import_docs.py, and the
E2E fixtures updated to the ≥ 1 wording. Unit + integration tests
updated to the new semantics (the pruned-below-minimum scenario is
now a folder losing its LAST doc; single-doc folders are pinned as
candidates/pending). Full suite: 2314 passed, app coverage 99%;
ruff + pyright clean; folder-summary E2E stories pass in isolation
(ls_tree_drilldown, sync_summary_visibility, kb_tree,
kb_tree_nav, document_dates, oneshot_llm_retry).
2026-09-14 08:57:57 -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
f665a83b1a
phase: 98_sync_summary_visibility
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All verification complete. Final report:
**Phase 98 — Sync summary visibility: final verification pass** (all 5 tasks already complete; implementation verified against the design, no defects found, no code changes needed)
- **Implementation checked:** `SyncStatus` phase machine (4 new keys, terminal-keep counts), `on_progress` hook in `generate_folder_summaries`, `summary_pending` on `KbTreeSource`/`KbTreeFolder` + D3 rule in `build_kb_tree`, phase-aware sync labels + pending UI in `sources.js`, `.kb-summary-pending` CSS — all match decisions D1–D5.
- **Unit + integration:** `uv run pytest` → 2184 tests, 0 failed/errors (exit 0)
- **Coverage:** `uv run pytest --cov=app --cov-report=term-missing` → **99%** on `app/` (criterion >90% ✓; `app/api/sync.py` and `app/rag/folder_summaries.py` at 100%)
- **Lint/types:** `uv run ruff check .` → All checks passed; `uv run pyright` → 0 errors, 0 warnings
- **Phase E2E (isolation):** `uv run pytest tests/e2e/test_sync_summary_visibility.py -v --no-cov` → **3 passed** (phase machine, live label, pending markers + gap-fill self-heal)
- **Regression suites (each isolated, `--no-cov`):** test_kb_tree ✓, test_ls_tree_drilldown 3 ✓, test_sync_button 3 ✓, test_sync_upload_progress 4 ✓, test_oneshot_llm_retry 2 ✓, test_local_directory_sources 3 ✓
- **Completion criteria:** all 7 verified green — status phase fields + terminal semantics; `Writing KB overview…`/`Summarizing folders… (n/m)` labels (title + aria-live); pending set == `missing_folder_summaries` (integration cross-check pinned at `test_docs_api.py:428`); CLI/`ls` byte-identity (no changes to those paths, pins green); suite/coverage/lint gates; dedicated + regression E2E. Commit left to the harness per protocol (no `git add`/`commit` run).
- **Decisions/deviations:** none — no fixes were required this pass.
- **Next pending phase:** `99_kb_tree_table_and_back_nav`.
2026-09-13 00:23:05 -04:00
ducoterra
3b2dea5685
phase: 102_extensionless_filenames
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All verification complete — every gate green, no defects found in previously completed work.
**Phase 102 final verification pass — report**
Verified (all three task files present in `complete/`; working-tree implementation matches D1–D5 design):
- `match_extension` choke point in `app/rag/importer.py` (walk + `formats` counter), `doc_format` name-token badge in `app/api/docs.py`, config/`.env.example` docs, fixture `tests/fixtures/extensionless_kb/`, integration + E2E suites — all present and correct
- Completion criteria: end-to-end sync (✓ integration + E2E), case matrix incl. `mydockerfile`/`Dockerfile.dev`/`.dockerfile` exclusions (✓ unit), `formats=dockerfile:1` not `unknown` (✓ log-line assertion), badge `dockerfile`/`containerfile` + `text` fallback + suffixed unchanged (✓ unit/integration/E2E), prune-on-token-removal (✓ `pruned==2`), suffixed-path rule byte-identical (✓ single-line swap, existing cases untouched)
Test / lint results (exact commands):
- `uv run pytest --cov=app --cov-report=term-missing` → 2084 passed, **99%** coverage (>90% gate)
- `uv run pytest tests/e2e/test_extensionless_import.py -v --no-cov` → 2 passed, isolated, DB up
- Regressions isolated: `test_import_documents` 3✓, `test_import_extensions_env` 2✓, `test_quadlet_jinja_import` 4✓, `test_document_viewer` 7✓, `test_kb_tree` 8✓
- `uv run ruff check .` → clean; `uv run pyright` → 0 errors, 0 warnings
Notable: commit intentionally not made (harness commits the phase); 102's task files already sit in `complete/`, overview stays in `todo/` for the harness.
Next pending phases: 98, 99, 103, 104, 105 (numeric next after 102: `103_suggestions_session_openers`).
2026-09-12 15:56:43 -04:00
ducoterra
ad7585d474
phase: 97_kb_tree_catalog
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All completion criteria verified — everything is green, no defects found. Final report:
## Phase 97 final verification pass — ALL GREEN
**Verified (no code changes needed):**
- `GET /api/docs/tree` (admin), `build_kb_tree` pure builder, `PATCH /api/folders/summary`, migration 0018 (`manually_edited`, head confirmed), generator skip/keep + `kept_manual` stat, RAG tree UI + edit affordance in `sources.js`/`index.html`/`styles.css`
- `tests/e2e/test_kb_tree.py`: 8 passed — top level, drill source/folder, edit round-trip, clear, manual-desc-survives-sync, reload fallback, anonymous gate
- Integration: tree shape/order/403/empty/indexed-only + PATCH update/create/root/clear/404/403/no-LLM + stat-walk equivalence (in `test_docs_api.py`); 3-field `folder_summaries=` import token preserved
**Gates (exact commands):**
- `uv run pytest --cov=app --cov-report=term-missing` → **2053 passed**, TOTAL coverage **99%** (>90% ✓)
- `uv run ruff check . && uv run pyright` → **All checks passed / 0 errors**
- `uv run pytest tests/e2e/test_kb_tree.py -v --no-cov` → **8 passed** in isolation
- 30 story/RAG-view E2E suites run **one per process**: all passed, incl. `test_ls_tree_drilldown` (agent `ls` byte-identical ✓), `test_import_documents`, `test_edit_summaries`, `test_admin_auth`, `test_kb_overview`
**Completion criteria:** tree view ✓ · edit round-trip + clear ✓ · manual persists/clear resets ✓ · `ls` unchanged ✓ · pytest/coverage/lint ✓ · E2E isolation ✓ · commit — left to harness per protocol (working tree untouched, `git add/commit` not run)
**Deviations:** none. **Next pending phase:** none — `todo/` contains only 97 (96 already committed).
2026-09-11 22:48:02 -04:00
ducoterra
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
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
140b97ebf3
feat(kb): edit + re-embed document summaries from the viewer (admin)
2026-08-31 23:52:22 -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
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
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
99c48cbe06
feat(rag): index markdown KB — chunker, embed client, delta importer, Sources page
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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