All completion criteria verified. Everything is green.
**Phase 105 final verification pass — all criteria verified**
- Verified the full implementation in the working tree: `git_sources.include_hidden` column + alembic `0019` (dev DB at head, column present), `iter_importable_files`/`import_sources` flag support with `str(root)`-keyed map used by both walk and progress pre-walk, `GitSourcePatchIn` rename with optional fields, sync/CLI pipeline wiring (OR-collision), and the per-row "Hidden" checkbox + tag + error line on the Sources page
- Unit + integration: `uv run pytest` → exit 0 (2148 tests collected, all pass; this sandbox occasionally swallows pytest's final status line — exit codes verified)
- Coverage: `uv run pytest --cov=app --cov-report=term-missing` → **TOTAL 99%** (3879 stmts, 15 miss) — >90% gate ✓
- Dedicated E2E: `uv run pytest tests/e2e/test_hidden_folders_toggle.py -v --no-cov` → **6 passed in 23.20s** (DB up, in isolation)
- Regression E2E in isolation: `test_source_ignore_paths` 6 passed, `test_git_sources_admin` 6 passed, `test_local_directory_sources` 3 passed, `test_sync_button` 3 passed, `test_smoke` 3 passed
- Lint/types: `uv run ruff check .` + `uv run pyright` → clean (0 errors/warnings)
**Completion criteria:** (1) checkbox persists via PATCH 200 → "hidden on" tag + GET round-trips `include_hidden: true`; failure path reverts box + `role="alert"` canned message ✓; (2) flag OFF byte-identical (only `visible.md` indexed), ON indexes `.hidden/note.md` into the KB catalog, `EXCLUDED_DIRS` excluded both states ✓; (3) A2: flag OFF → `detail.pruned==1`, doc gone from catalog ✓; (4) PATCH bool-only/list-only/both/neither no-op, phase-89 fixed 422s unchanged, 404, anonymous 403 (incl. bool-only body) ✓; (5) env-fallback rows render no checkbox, WCAG-clean (aria-label, keyboard focus, visible label, text tag) ✓; (6) full gate green ✓; (7) commit left to the harness per instructions (no `git add`/`commit` run; phase files untouched).
**Deviations:** none — no defects found; no code changes were needed on this pass.
**Next pending phase:** `.agents/phases/todo/98_sync_summary_visibility`.
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/`.
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/`).
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.
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
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.
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.
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).
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.
One env var (BOR_APP_NAME, default "Brain of Reese") now drives the app's
display name everywhere (TODO.md L12 — owner ask: "a way to customize the
name for 'Brain of'. Should be an env var."). The existing app_name setting
is the source of truth (phase locked decision — no new variable, no rename);
with the variable unset the app is byte-identical to before.
Endpoint (A10 public/stateless, no secrets):
GET /api/config → exactly {app_name, version} (app/api/config.py, the
health.py pattern; registered before the static mount). Integration tests:
anonymous 200, default values, a Settings override follows, key set is
exactly two keys — no other setting may leak in later.
Frontend brand layer (A11 — runtime fetch, static templates stay static):
assets/brand.js — a CLASSIC script, first on all six pages, so its top
level runs at parse time: window.BOR_BRAND = "Brain of Reese"
synchronously (the default renders immediately, no blank flash), then a
no-store fetch of /api/config applies the name — document.title (global
replace), every .brand-text (a name starting "Brain of " keeps the bold
split Brain of <strong>rest</strong>, any other name renders plain; the
operator-controlled name is HTML-escaped before innerHTML), a TreeWalker
over text nodes (script/style rejected — page source never rewritten),
and the aria-label/placeholder/meta-content attributes. Fetch failure
keeps the default + console.warn (the loadHealth house style).
app.js (status labels, typing label, elapsed-hint aria, tool labels) and
document.js (viewer titles) read window.BOR_BRAND at CALL time via
brand() — a label set after the fetch lands carries the configured name.
Containerfile: esbuild minify line for brand.js (classic, like markdown.js);
the phase-33 ?v= cache-busting picks the new asset ref up automatically.
E2E (A16 — one story, one file, isolated): test_configurable_brand.py boots
a SECOND app instance (same DB/mock-LLM/admin-auth env block, port APP_PORT+1,
BOR_APP_NAME="Brain of Testy") — the shared conftest server keeps the
default name so every other suite's title/label assertions stay untouched —
and asserts /api/config on both instances, the index title/brand/greeting/
#messages aria-label, the sources + login page titles, and one pre-token
chat turn (think out loud marker) whose #send-status reads "Brain of Testy
is thinking"; the no-op regression pins the shared server's default bytes.
Docs: .env.example App section + README configuration reference — what it
affects (titles, header brand, status labels, aria text), the default, the
bold-split rendering rule.
Gates: 695 unit+integration passed, app/ coverage 99% (>90%), story E2E
green in isolation (two consecutive runs), brand-string suites (smoke,
shared header, header consistency, chat persistence) green, ruff + pyright
clean.
An existing, non-git directory is now a first-class source alongside
the git repos: one table (git_sources + kind discriminator — A13
reversible migration), one admin page, one Sync button (phase locked
decisions; the phase-35 table is extended, not duplicated). The DB is
the local-source registry — no env var for local paths;
BOR_GIT_SOURCES stays a git-only empty-table fallback.
Migration 0007 (reversible, up/down integration-tested):
git_sources.kind TEXT NOT NULL DEFAULT 'git' + ck_git_sources_kind
(kind IN ('git','local')); git_sources.path TEXT NULL +
uq_git_sources_path (mirrors 0006's uq_git_sources_url). Existing rows
read kind='git', path=NULL.
API (phase-35 contract extended, git byte-identical): POST kind=local
requires path — trimmed, ~-expanded, absolute + an existing server
directory, else 422 naming the path (fail loud at add-time); duplicate
path 409 (named); wrong field combos 422. GET rows carry kind + path
(git and env rows: path null); anonymous still 403 on every route (A10).
Sync + import_docs resolve DB git + local rows together: git →
clone_or_pull (unchanged); local → re-verified .is_dir() AT SYNC TIME
(it may have moved/deleted since add-time) — a missing dir raises
"local source missing: <path>" (sanitized) before anything imports;
one import_sources(..., prune=True) over the single combined list
(pruning covers the union). Both-empty fails loudly ("no sources
configured (git or local)"); --source still wins; the env fallback
stays git-only.
Page: second "Add a local directory" form (the same §7.4 never-stale
button + inline-error lifecycle as the git form; 422/409 details name
the path), Git/Local badges on rows (text + color, never color alone —
WCAG), updated hint (git + local together, union prune); the
anonymous sign-in gate is unchanged.
Tests: 0007 up/down; the API local-kind matrix (403/201/422/409) with
the git-kind suite green unchanged; the sync pipeline local/git/
mixed/missing against a host temp dir (the KB actually updated);
import_docs DB resolution + --source precedence. Story E2E (isolated,
deterministic across runs): add (Local badge) → missing path inline
422 naming it / duplicate 409 → the real Sync button imports the
fixture file (GET /api/docs + sentinel in its content) → file deleted
+ sync prunes it (union prune) → row removed; anonymous gate + 403s
(phase-35 regression). test_git_sources_admin.py (phase 35) green
UNCHANGED — no selector collision with the new form;
test_sync_button.py green.
Docs: README — the two managed kinds (git = clone/pull mirror; local =
direct in-place walk), add-time validation, union pruning, "the DB is
the local-source registry (no env var for local paths)";
.env.example — the env fallback is git-only.
Grounded chat turns now run the agent loop (app/rag/agent.py) instead
of a bare chat_stream: while the per-turn budgets last
(BOR_AGENT_LIST_CALLS / BOR_AGENT_READ_CALLS, default 1 each) the model
gets list_documents (the indexed catalog, /api/docs order) and
read_document (full text, never truncated — A7-revised contract); once
both budgets are spent the tools key is dropped from the request and
the model must answer. Rejected calls (unknown tool, unknown/missing
path, document already in context, spent budget) consume no budget.
Budgets 0/0 make exactly one tools=None request — byte-identical to
the pre-phase path (budgets-as-kill-switch). Deflected turns keep the
direct chat_stream (A8 unchanged; the LOW prompt never carries the
<tools> section).
SSE contract gains {"type":"tool","name":...,"argument":
"source/path"|null} frames ahead of the answer deltas (PLAN §4
extension, owner permission 2026-08-26); done.sources, query_log.sources
and the per-turn log line (gains tool_calls=N) report the retrieval
docs + read docs, deduped. The UI shows a "calling tool"
button/label state and one visible .tool-call line per call above the
answer; the lines persist with the chat record and re-render on
reload. chat_stream passes tools through and accumulates streaming
tool_calls deltas into ToolCallPiece (tools=None stays byte-identical).
E2E: deterministic mock tool flow ("use your tools" + <tools> marker:
list -> read first catalog line -> quoted answer) plus the story suite
(marker flow, reload re-render, plain/deflected no-tool regressions).
Docs: .env.example + README (the two tools, the budgets, the SSE tool
frame, the "calling tool" UI state).
probe: turbo tool_calls=supported 2026-08-26 (uv run python -m
scripts.llm_probe --tools — non-streaming + streaming
finish_reason=tool_calls, indexed delta.tool_calls partials)
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