ducoterra
17dd3bfac1
Refactor §12 roadmap to point to ls commands and 00_phase.md files instead of listing specific phase numbers and descriptions. Remove ~20 phase-number references from anchors, revision notes, tool surface, feedback, and sync sections — keep only the one stable reference (phase 03 convention). Replace migration ranges with 'ls alembic/versions/'. Replace hardcoded retry values with 'configurable (defaults: ...)'. Status header now points to §12 instead of listing counts.
364 lines
22 KiB
Markdown
364 lines
22 KiB
Markdown
# Brain of Reese — Master Plan (minimal)
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> **Status:** Minimal re-land (2026-09-10). See §12 for current state.
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> Section numbers and anchor IDs match the
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> previous full plan (in git history, commit `dac4a3e`) so the codebase's
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> `PLAN §…` / anchor comments stay valid — consult that revision or the
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> phase records in `.agents/phases/complete/` for full detail and the
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> complete owner-permission revision log.
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>
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> **Rule:** Every agent reads this file first. `LOCKED` anchors in §2 are
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> settled — a change requires explicit owner permission, recorded as a
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> dated revision note under the table. Never a silent deviation
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> (AGENTS.md rule 3).
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>
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> **This is deliberately minimal:** it captures the tech stack, the
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> architecture an agent needs to work, and the locked decisions. It does
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> NOT recap the shipped work — the git log, the README, and the completed
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> phase directories are the history.
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---
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## 1. Mission
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A **knowledge-base chatbot** ("Brain of Reese") over the owner's homelab
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documentation — git repos, local directories, and uploaded archives
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registered on the admin Sources page — embedded into Postgres + pgvector.
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Product feel: chippy, upbeat, and **radically honest** — if retrieval
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surfaces nothing relevant it says *"I haven't done anything like that"*
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and offers alternatives instead of hallucinating. Self-hosted LLMs only.
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**Deliberately out of scope:** binary/non-text ingestion; real-time file
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watching (the import script / Sync button is the refresh loop); PR
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tooling for docs push (the owner opens the PR); multi-admin/per-user
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accounts (one admin + hand-out tokens is the model).
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---
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## 2. Tech Stack & Architectural Anchors (LOCKED)
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| # | Component | Decision |
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|---|-----------|----------|
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| A1 | Runtime | Python 3.12+, `uv` for all package management (API + scripts + tests, one venv) |
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| A2 | Web framework | FastAPI + Pydantic v2 + Uvicorn (async, SSE-friendly) |
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| A3 | Database | **PostgreSQL 17 + pgvector** (local build of official `postgres:17`, `db/Containerfile`), cosine (`<=>`) search; one system for relational + vectors |
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| A4 | Orchestration | `compose.yaml`, `podman compose up -d` (dev: `db` only; `--profile prod` adds the app container) |
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| A5 | LLM backend | OpenAI-compatible self-hosted endpoint `https://aipi.reeseapps.com/v1` via the `openai` async client: **`turbo`** (chat, streams `reasoning_content` thinking), **`embed`** (embeddings), **`lite`** (one-shot: document summaries, KB overview, folder summaries) |
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| A6 | Embedding dim | **768** (verified against the live endpoint); `chunks.embedding` is fixed at table creation — a dim mismatch must **fail loudly**, never silently re-embed |
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| A7 | Retrieval→context | **Hybrid:** cosine top-100 ∪ Postgres FTS top-30 (OR tsquery, `ts_rank`), fused with **RRF (k=60)** → parent docs ranked by best fused chunk → **full text of top-N=2 documents, never truncated** on the retrieval path (owner 2026-08-24: "this should never happen"; the agent `read`-tool cap is a separate owner-permitted path) |
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| A8 | Honesty gate | Deflect (LOW mode) **only when** best cosine < `BOR_RELEVANCE_THRESHOLD` (0.62) **and** zero FTS hits; LOW prompt carries weak-hit *titles only* + the `DEFLECT_MODE` marker (the E2E mock keys on its presence) + the plain-text no-tools line |
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| A9 | Content scope | Default `md, markdown, txt, yaml, yml, json, py` + Podman quadlet family + `j2`; `BOR_IMPORT_EXTENSIONS` may name **any** well-formed extension or narrow the set; hidden (dot) paths + exclusion list + per-source `ignore_paths` (raw prefixes, no globs) always apply |
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| A10 | State & auth | `POST /api/chat` is **stateless** (client-provided `history` only, budget-trimmed — nothing stored per conversation). Auth = single admin, signed `bor_session` cookie (Starlette `SessionMiddleware` + itsdangerous; no server-side session store); admin-issued SHA-256-hashed access tokens are the only other identity; **only** shared chats stay anonymous. Fail-loud at boot while `BOR_ADMIN_PASSWORD`/`BOR_SESSION_SECRET` are empty |
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| A11 | Frontend | Vanilla HTML/CSS/JS in git, **no CDN** — everything served by FastAPI `StaticFiles`; system font stack; the navbar views are views of ONE shell document (`frontend/index.html` + `router.js` deep-links) |
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| A12 | Aux services | **None** (no Valkey/queue/SeaweedFS): sync runs in-process, the login rate limit is in-memory per-process, sessions are the signed cookie. Restart clearing in-memory state is accepted |
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| A13 | Migrations | Alembic + SQLAlchemy 2.0 (sync) + psycopg 3; **every migration ships a tested downgrade** (A13 — reversible) |
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| A14 | Debugging | `debugpy` imported **only when `DEBUGPY=1`** (`app/core/debugging.py`); never imported otherwise (unit-tested) |
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| A15 | Chat transport | **SSE** from `POST /api/chat`; event types `thinking`, `delta`, `tool`, `retry`, `done`, `error`, `tool_result`; no proxy buffering, no client caching on the stream |
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| A16 | Testing | Per phase: unit + integration (pytest) with **>90% coverage on `app/`** + one dedicated **Playwright E2E file**, run **in isolation** (`--no-cov`); E2E uses a deterministic mock LLM by default (`E2E_REAL_LLM=1` opts into live aipi) |
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| A17 | Git | Conventional Commits, **always `--no-gpg-sign`**, one atomic commit per completed phase |
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| A18 | Docs push | Save-a-answer-as-doc: server-side draft (`doc_drafts`, long body never in a URL — unguessable `uuid4` token is the URL credential) pushed to a **generic git remote** (`BOR_DOCS_REPO`, URL or local path; no `gh`) on a dedicated branch, `--ff-only`, re-cut per push; **no PR tooling**; inert (hidden + 409) while the repo is unset |
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| A19 | Deploys & caching | HTML pages `Cache-Control: no-cache` (no etag/last-modified); `/assets/*` versioned (`?v=<token>`) + `immutable, max-age=1y`; **the token is the deploy** (git `HEAD` short SHA; content-hash fallback) — a deploy is a commit the browser sees without a hard refresh |
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| A20 | Security headers | Every response: `Content-Security-Policy: default-src 'self'` (+ the theme's inline-`<style>` hash on themed pages), `frame-ancestors 'none'`, `X-Content-Type-Options: nosniff`; login rate-limited 10 attempts / 15 min (in-memory, A12) |
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**UI/theming anchors (B):**
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| # | Decision |
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|---|----------|
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| B1 | Theme `ui_settings` columns: **NULL/empty = "use the default"** — env value for the 3 strings, built-in palette for colors (colors have no env fallback) |
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| B3 | The semantic state families (`--ok-*`, `--err-*`, `--accent-*`) **join** the storable palette — 17 variables total, all `NULL = built-in` (the built-in theme stays byte-identical). The 2026-09-09 lock that they are "not identity" is lifted |
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| B4 | **Byte-identical contract:** with no `ui_settings` row (or a fully default theme) the served HTML is byte-identical to the built-in default — no `#bor-theme` tag, caching rewrites are rewrite-only |
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| B5 | Admin-only nav views (Sources, Git sources, Tuning, History, Tokens, Theme) are hidden from non-admins; a monochrome theme must keep every state **text** label ("text + color, never color alone") |
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**Key recent revisions (full log in the previous plan revision / phase
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records):** A10 — single-admin cookie auth, saved chats + shares +
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staleness, client history budgets, access tokens.
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A15 — `thinking`, `tool`, unlimited tool rounds under
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`BOR_AGENT_MAX_ROUNDS`, `retry`, harness-aligned
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`ls`/`read`/`grep` surface. A7 — the **retrieval** path's
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never-truncated contract is unchanged; the `read`-tool cap is
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the only exception, owner-permitted 2026-09-10.
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---
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## 3. High-Level Architecture
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```
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Browser (SPA shell, no CDN)
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│ HTTP pages · SSE chat · JSON API
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▼
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FastAPI app (app/main.py)
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├── middleware: SessionMiddleware → caching (A19) → SecurityHeaders (A20)
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├── /api/* chat, docs, git-sources, steering, sync, chats,
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│ doc-drafts, tokens, ui-settings, auth, health, suggestions
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├── RAG pipeline (app/rag/) embed → retrieve → gate → agent → turbo
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└── StaticFiles (frontend/) — shell routes registered before the mount
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│ SQL (psycopg) OpenAI-compat
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▼ ▼ ▼
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Postgres 17 + pgvector aipi.reeseapps.com/v1
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(db service, podman compose) (self-hosted: turbo / embed / lite)
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Sources registry (Postgres `git_sources`, admin-managed; DB rows win,
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BOR_GIT_SOURCES is the empty-table git-only fallback):
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git repos → clone/pull via scripts/git_sync.py (the ONLY git-invocation
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site; stdlib subprocess) local dirs → walked directly
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archives → unpacked under BOR_UPLOAD_DIR (zip-bomb guarded)
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```
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| Component | Lives in |
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|-----------|----------|
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| App + middlewares + auth/tokens/rate-limit/theming/caching | `app/main.py`, `app/core/` |
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| RAG (retriever, prompts, agent, llm, chunker, importer, summarizer, overview, scaffolding, suggestions, …) | `app/rag/` |
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| API routers | `app/api/` |
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| Import / sync tooling | `scripts/import_docs.py`, `app/api/sync.py`, `scripts/git_sync.py`, `scripts/eval_retrieval.py`, `scripts/llm_probe.py` |
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| Frontend (shell + standalone pages) | `frontend/` (`index.html` shell; `document.html`, `shared.html`, `login.html`, `doc-edit.html`) |
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| Migrations (all reversible) | `alembic/versions/` |
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---
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## 4. Chat Turn & SSE Contract (§3/§4 in older comments)
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```
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POST /api/chat {message, history?} (auth: require_user)
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→ embed(question) [retried, A15 ext.]
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→ cosine top-100 ∪ FTS top-30 → RRF fuse (k=60) [A7]
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├─ HIGH (cosine ≥ 0.62 OR fts_hits > 0):
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│ persona + <knowledge_base> + <tuning> + full top-2 <documents>
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│ + <tools> → agent loop (ls/read/grep; round-capped
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│ BOR_AGENT_MAX_ROUNDS=10, 0 = tools off) → turbo streamed
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└─ LOW (A8): DEFLECT_MODE prompt (weak titles only, no tools,
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byte-identical direct-stream path) → turbo streamed
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→ query_log row + per-turn log line (§9)
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```
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SSE frames (`data: <json>\n\n`): `thinking` (before first delta) →
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`tool` (grounded turns, one per model call) → `retry` (pre-first-frame
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restarts) → `delta` (answer tokens) → `done` `{deflected, sources[],
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suggestions[]}` (terminal). Failure: `error` (terminal — no `done`, no
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`query_log` row; a pre-stream DB outage is a plain 503 JSON).
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`BOR_STREAM_THINKING=0` suppresses `thinking` frames server-side (chars
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still counted). LLM retries (A15 extension): retry count and delay are
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configurable (defaults: 3 retries, 5 s flat delay), **only before a
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request has streamed its first output frame**.
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Retrieval details (A7/A8) and the persona/`<tools>` prompt contract: see
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the previous plan revision §6 or `app/rag/retriever.py` /
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`app/rag/prompts.py` / `app/rag/agent.py` — the module docstrings carry
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the full contracts. **Persona text changes through the plan, not in code
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(phase 03 convention); the `DEFLECT_MODE` marker and the mock-LLM markers
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(`SUMMARY_MODE`, `KB_OVERVIEW_MODE`, …) may not change without updating
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`tests/e2e/mock_llm.py`.**
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---
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## 5. Data Model & Chunking (§5 in older comments)
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Tables (full column detail: `app/models.py` — it is the living doc;
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each migration has a tested downgrade):
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| Table | Purpose |
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|-------|---------|
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| `documents` | one row per imported file — full content, `(source, path)` unique, sha256 `content_hash`, `lite` `summary` (non-markdown) |
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| `chunks` | retrieval units; `embedding VECTOR(768)`; `position −1` = the embedded summary chunk; stored `tsvector` (GIN) for FTS |
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| `query_log` | every question: top score, FTS hits, deflection, sources, latency (threshold-tuning record) |
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| `steering_notes` | owner tuning notes → `<tuning>` section of every turn (char-budgeted) |
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| `kb_overview` | single row `id=1`: `lite`-generated KB outline → `<knowledge_base>` section (regenerated on KB change) |
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| `git_sources` | source registry: `kind` `git`\|`local`, `url`/`path`, `ignore_paths` JSONB |
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| `saved_chats` | owner-saved conversations; `messages` = the raw `bor.chat.v1` JSONB; `share_token` (NULL = private, `uuid4` → `/shared/<token>`); `sources_version` (stale when < current) |
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| `sources_meta` | single row `id=1`: the KB generation counter — bumped once per KB-changing sync |
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| `doc_drafts` | save-as-doc drafts; `token` (uuid4) is the URL credential; `draft` → `pushed` (branch + sha) |
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| `api_tokens` | access tokens; only the SHA-256 of the full `bor_…` string is stored; `revoked_at` = dead |
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| `ui_settings` | single row `id=1`: Theme tab persistence (3 strings + 17 color variables; NULL = default, B1) |
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Single-row tables use `id = 1` (the `kb_overview` precedent).
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**Chunking** (format-aware, `app/rag/chunker.py`): markdown on
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`##`/`###` headings (paragraph sub-split > `BOR_CHUNK_TARGET_CHARS`=2000,
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200 overlap); YAML/JSON on top-level keys; Python on top-level defs via
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`ast`; txt on paragraphs; quadlet/j2 plain text. Every format honors the
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**1200-char hard cap** (aipi ~1024-token request limit).
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**Import workflow** (script and UI Sync share the importer): sha256
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delta (unchanged files skip), two-phase upsert (one transaction per
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file), `--prune` drops deleted/ignored files, non-markdown files get
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`lite` summaries (best-effort/fail-soft), and a KB-changing run
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regenerates the `kb_overview` + bumps `sources_meta.version` exactly
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once. A failed source aborts the run — no partial junk.
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---
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## 6. Retrieval & Persona
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(See §4's flow and the anchor rows A7/A8. The locked persona, section
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order — `<relevance>` → `<knowledge_base>` → `<tuning>` → mode body —
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and the `<tools>` teaching live in `app/rag/prompts.py`; the agent loop,
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teaching refusals, and scaffolding filter in `app/rag/agent.py` /
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`app/rag/scaffolding.py`. Empty prompt sections omit themselves — a
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no-notes/no-overview prompt is byte-identical to the pre-steering text.)
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Tool surface (harness-aligned): **`ls`** (lists indexed docs
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`source: X | path: Y | title: Z`; `path` = a source name — drill-down
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tree); **`read`** (combined `source/path` including the source name;
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appends the full document — with a truncation cap); **`grep`** (case-
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insensitive **fixed substring**, ≤20 `source/path:line: text` matches,
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optional one-doc scope; a locator that adds no source/context — never a
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regex).
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Rejected calls get deterministic teaching refusals and consume a round;
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`holder.tool_calls` counts executed calls only.
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---
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## 7. UI/UX Standards
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- **Layout (§7.1):** sticky 64px header + `<main>` + footer; container
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`max-width: 72rem` centered; chat is a **centered 46rem column** (2×
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= 92rem at ≥1500px desktops — deliberate, not a bug); Sources uses a
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**full-width responsive table** — no skinny single-column lists
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(lists/tables/grids ≥80–90% of container width); document viewer is a
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near-fullscreen same-page modal; mobile ≤640px: hamburger nav,
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≥44px touch targets, safe-area composer.
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- **Accessibility (§7.2, WCAG 2.1 AA):** semantic landmarks on every
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view, labeled controls (icon buttons get `aria-label`),
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`aria-live="polite"` stream, `role="status"`/`role="alert"`,
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3px `:focus-visible`, `prefers-reduced-motion` respected, text pairs
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≥4.5:1 (state is **text + color, never color alone**).
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- **Theming (B1–B5):** built-in dark palette in
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`app/core/theming.py::BUILTIN_COLORS` (the `:root`-drift unit test
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parses built-ins from `styles.css` — no second copy); the admin Theme
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tab persists the palette in `ui_settings`, injected pre-paint as
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`<style id="bor-theme">` with a matching CSP hash (A20); **B4
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byte-identical** when nothing is set.
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- **No CDN (§7.3):** zero external `<script>`/`<link>` (integration test
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on the index page); markdown rendering is a small local
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escape-first function; esbuild minify is build-time only.
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- **Never-stale feedback (§7.4):** every control state — idle /
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thinking / calling tool / streaming / retrying / done (answer or
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deflected) / error / KB-offline / stopped — has a defined UI, every
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failure path re-enables its controls, a 300 s pre-token guard
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(`TURN_TIMEOUT_MS`) turns a hung stream into the error state (counts
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only visible time), and **no auto-follow during a turn**
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(viewport moves only on user intent). Pinned by unit tests
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on the `app.js` state machine + the story E2E suites.
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- Frontend house rules: `app.js` and siblings **never build HTML
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strings** (createElement + textContent); asset paths carry
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`?v=<token>` (A19).
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---
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## 8. Debugging
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`DEBUGPY` unset/`0` → `debugpy` never imported (unit-tested, A14).
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`DEBUGPY=1` → non-blocking listener on `0.0.0.0:${DEBUGPY_PORT:-5678}`;
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IDE attaches on demand. Wired at `app/main.py` module import
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(`app/core/debugging.py`), so `uvicorn app.main:app`, `python -m
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scripts.…`, and tests all honor it.
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---
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## 9. Observability
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- Logs: single-line `timestamp LEVEL logger :: message` on stdout, INFO
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default (`BOR_LOG_LEVEL`), third-party loggers capped at WARNING.
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- **Per-chat-turn line (required — AGENTS.md rule 10):**
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```
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question=… embed_ms=… top_score=… fts_hits=… summary_hits=… tuning=N
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kb_chars=N history_msgs=N threshold=… deflected=… sources=…
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thinking_chars=… tool_calls=N total_ms=… retries=N scaffold_stripped=N
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```
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(`sources=` = retrieval + agent-read docs, deduped; `tool_calls=`
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executed only; a cancelled turn writes neither line nor `query_log`
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row.)
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- Importer: per-file `added|updated|unchanged|pruned` + a greppable
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cron-safe summary line (`import: summary files=… added=… … formats=…`).
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- `query_log` is the durable tuning/gap-finding record.
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---
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## 10. Testing & Quality Gates (A16 — non-negotiable)
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| Gate | Command |
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|------|---------|
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| Unit + integration | `uv run pytest` |
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| Coverage **>90%** on `app/` | `uv run pytest --cov=app --cov-report=term-missing` |
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| Story E2E, **in isolation** | `uv run pytest tests/e2e/test_<story>.py -v --no-cov` (DB up: `podman compose up -d db`) |
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| Lint + types | `uv run ruff check . && uv run pyright` |
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E2E determinism: `tests/e2e/mock_llm.py` is a deterministic
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OpenAI-compatible mock (genuine L2-normalized token-overlap embeddings,
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so the cosine gate behaves like production); `tests/e2e/slow_llm.py` is
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the slow/dead variant; `E2E_REAL_LLM=1` opts into live aipi. Story E2E
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fixtures truncate/re-import per module — suites must run in isolation.
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Real-model tool-calling verification uses the controlled methodology in
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`TOOL_CALLING_TESTING.md` + `scripts/agent_realmodel_check.py`
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(fixture KB: `tests/fixtures/test_kb.dump.sql`; the 1,000-doc live-replica
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snapshot restores via the `restore-test-db` skill).
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---
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## 11. Import & Update Workflow
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```bash
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uv run python -m scripts.import_docs # sync sources + index delta
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uv run python -m scripts.import_docs --prune # also drop deleted/ignored
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uv run python -m scripts.import_docs --source ~/X # extra directories
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# or one click: the admin Sources page "Sync sources" (in-process, 409 while running)
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uv run python -m scripts.eval_retrieval "<question>" # rank hybrid results (tuning)
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uv run python -m scripts.llm_probe # models + embedding dim sanity
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```
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The loop for git sources is *commit → re-run*. Uploads:
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`POST /api/git-sources/upload` unpacks + registers (202); the scan is
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deferred to Sync. Source removal prunes on the next sync.
|
||
|
||
---
|
||
|
||
## 12. Current State & Roadmap
|
||
|
||
- **Shipped phases:** `ls .agents/phases/complete/` — read-only
|
||
history; each phase's `00_phase.md` has the full detail. The shipped-
|
||
features recap of the previous plan revision and the README cover it.
|
||
- **Migrations:** `ls alembic/versions/` — all reversible.
|
||
- **Next up (`todo/`):** Already authored via `phase-authoring`.
|
||
Read the directory listing in `.agents/phases/todo/` for the ordered
|
||
task list; each file's `00_phase.md` has the full description.
|
||
- **Next free phase number:** `max(completed phase numbers) + 1` —
|
||
computed from `.agents/phases/complete/`.
|
||
- **Post-v1 hooks (deliberately not built):** HNSW index at scale;
|
||
inotify auto-import; more providers (the OpenAI-compatible client is
|
||
the seam); multi-user accounts (the `require_user` split is the seam);
|
||
index-backed `grep`.
|
||
|
||
**Per-phase completion** (AGENTS.md rules 8/9): unit + integration
|
||
green, coverage >90%, the phase's Playwright E2E green in isolation, UI
|
||
verified against §7, one atomic `--no-gpg-sign` Conventional Commit,
|
||
phase dir moved to `complete/`.
|
||
|
||
---
|
||
|
||
## 13. House Conventions (quick catch-up)
|
||
|
||
- **Env:** every setting is a `BOR_`-prefixed env var (or gitignored
|
||
`.env`; see `.env.example`); `get_settings()` is `lru_cache`d.
|
||
Kill switches follow the `agent_max_rounds` pattern: `0` disables the
|
||
feature, a negative value fails startup **loudly** (validator names
|
||
the field).
|
||
- **Fail loud, never half-configured:** missing admin secrets, bad
|
||
extension lists, dim mismatches, unresolvable docs branches — all
|
||
refuse to start or refuse the request with a named reason.
|
||
- **Shared marker:** `TRUNCATION_MARKER = "[…truncated…]"`
|
||
(`app/rag/retriever.py`) is the only overflow marker; char budgets are
|
||
the pattern for anything sent to `lite`.
|
||
- **Byte-identical contracts are load-bearing:** deflected turns
|
||
(A8), empty prompt sections, the B4 theme no-op, and the
|
||
rewrite-only caching all have tests that assert byte-identity.
|
||
- **git is invoked only in `scripts/git_sync.py`** (A11 — stdlib
|
||
subprocess); everything else talks Postgres.
|
||
- **One story → one phase → one dedicated Playwright file** (AGENTS.md
|
||
rules 4/9); `.agents/` is tracked; only `.agents/phase-sessions/` and
|
||
`.agents/pipeline.log` are gitignored.
|
||
- **Full-history references:** the previous full plan (all revision
|
||
notes, complete API table, column-level data model) is in git —
|
||
`git show dac4a3e:.agents/PLAN.md`; per-phase decisions are in
|
||
`.agents/phases/complete/*/00_phase.md`; owner test methodologies in
|
||
`TOOL_CALLING_TESTING.md`; skills for model testing/KB restore in
|
||
`.agents/skills/`.
|