feat: agentic extraction & search pipelines (single-loop v2)#34
feat: agentic extraction & search pipelines (single-loop v2)#34
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📝 WalkthroughWalkthroughAdds an agentic-v2 tool-calling pipeline for extraction and search (tool registry, tool-loop, agents, plan/invariant system), extends LLM client for tool-calls and cost accounting, adds extraction metadata fields and DB migration, removes legacy deduplicators, updates config/type-checking, and adds extensive eval fixtures and tests. Changes
Sequence Diagram(s)sequenceDiagram
participant Client as LiteLLMClient
participant LLM as LiteLLM (provider)
participant Runner as run_tool_loop
participant Registry as ToolRegistry
participant Storage as Storage
Client->>Runner: run_tool_loop(messages, tools, model_role)
Runner->>LLM: generate_chat_response(..., tools, tool_choice="auto", model=resolved)
LLM-->>Runner: response (choices with tool_calls or content)
alt native tool-calling (tool_calls present)
Runner->>Registry: parse tool_calls, handle(name,args_json,ctx)
Registry->>Runner: handler result and ctx updates
Runner->>Storage: apply_plan_op or fetch entities as needed
Runner->>LLM: append assistant messages of tool results -> continue loop or finish
else fallback (no native support)
Runner->>LLM: generate_chat_response(response_format=fallback_schema)
LLM-->>Runner: parsed structured schema -> synthetic tool calls
Runner->>Registry: dispatch synthetic calls to fallback tool
Registry->>Storage: persist or fetch results
end
Runner-->>Client: ToolLoopResult / ToolCallingChatResponse / SearchResult
Estimated code review effort🎯 5 (Critical) | ⏱️ ~120 minutes Possibly related PRs
Poem
✨ Finishing Touches🧪 Generate unit tests (beta)
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Actionable comments posted: 10
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⚠️ Outside diff range comments (1)
reflexio/server/services/profile/profile_generation_service_utils.py (1)
75-105:⚠️ Potential issue | 🟡 MinorUpdate
ProfileAddItemdocstring to match the expanded schema.The attributes section is now stale after adding
source_span,notes, andreader_angle.Suggested doc fix
Attributes: content (str): The profile content based on content definition time_to_live (str): Time to live for the profile - one of: 'one_day', 'one_week', 'one_month', 'one_quarter', 'one_year', 'infinity' metadata (str, optional): Metadata extracted for the profile based on metadata definition + source_span (str, optional): Verbatim evidence span supporting this profile item + notes (str, optional): Extraction caveats/confidence/alternatives + reader_angle (str, optional): Reader perspective that surfaced this item🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/profile/profile_generation_service_utils.py` around lines 75 - 105, Update the ProfileAddItem class docstring so the Attributes section reflects the expanded schema: add entries for source_span (str | None) with description "Verbatim excerpt from the source that most directly supports this profile item", notes (str | None) with description "Free-form extraction notes — confidence, caveats, or alternative readings", and reader_angle (str | None) with description "The extraction perspective or reader role that surfaced this item"; also ensure the existing time_to_live entry lists the current literal options ("one_day", "one_week", "one_month", "one_quarter", "one_year", "infinity") and keep content, metadata entries matching their Field descriptions in the class.
🧹 Nitpick comments (27)
tests/eval/golden_set/extraction/polars_vs_pandas.yaml (1)
14-18: Tighten source-span evidence for the comparative preference.At Line 17, requiring only
"polars"is a bit permissive for a profile that asserts “over pandas for new work.” Consider anchoring to a contrastive phrase so extractors don’t pass with a weaker “user uses polars” span.♻️ Proposed fixture tightening
- must_include_in_source_span: "polars" + must_include_in_source_span: "don't want agents to suggest pandas for new code"🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@tests/eval/golden_set/extraction/polars_vs_pandas.yaml` around lines 14 - 18, The fixture's evidence requirement is too weak—update the second item's must_include_in_source_span (the YAML key in the entry whose content starts "User's team standardized on polars last quarter.") to require a contrastive phrase such as "polars over pandas" or "polars over pandas for new work" instead of just "polars" so extractors must capture the comparative preference.reflexio/server/prompt/prompt_bank/profile_reader_facts/v1.0.0.prompt.md (1)
11-11: Minor wording polish: hyphenate the compound adjective.Use “third-person” for grammatical clarity in the instruction text.
✏️ Suggested edit
- - content: one-sentence statement of the fact, written in third person + - content: one-sentence statement of the fact, written in third-person🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/prompt/prompt_bank/profile_reader_facts/v1.0.0.prompt.md` at line 11, The prompt instruction text currently reads "one-sentence statement of the fact, written in third person"; update that phrase to hyphenate the compound adjective as "written in third-person" for grammatical clarity—edit the content string in prompt_bank/profile_reader_facts/v1.0.0.prompt.md (the line containing "one-sentence statement of the fact, written in third person") to use "third-person".reflexio/server/services/unified_search_service.py (1)
279-297: Class contract is unclear: it doesn’t currently wrap execution.The docstring says this wraps
run_unified_search, but the class currently only stores dependencies. Consider either adding a thin forwarding method or adjusting the docstring to avoid implying executable behavior.💡 Minimal docstring-only correction
class UnifiedSearchService: - """Class handle for the classic unified search pipeline. + """Dependency handle for the classic unified search pipeline. - Wraps :func:`run_unified_search` so the dispatcher factory can return an - object whose ``__class__.__name__`` can be inspected uniformly alongside - the agentic search service (Phase 4). + Used by dispatcher code that needs a concrete class instance for + backend identity/selection alongside the agentic search service.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/unified_search_service.py` around lines 279 - 297, The class docstring claims UnifiedSearchService "wraps run_unified_search" but the class only stores dependencies; add a thin forwarding method (e.g., run or execute) on UnifiedSearchService that calls the top-level run_unified_search function using the stored self.llm_client and self.request_context (and forwards any parameters/kwargs) and returns its result, or alternatively update the docstring to remove the "wraps run_unified_search" line; reference the UnifiedSearchService class, its __init__, and the run_unified_search function when making the change.tests/server/services/playbook/test_structured_playbook_content.py (1)
15-25: Assertnotesin the optional-fields test.
notesis provided but not asserted, so a regression on that field could pass unnoticed.Suggested test fix
def test_structured_playbook_content_accepts_optional_fields() -> None: c = StructuredPlaybookContent( trigger="t", content="c", rationale="r", source_span="quote", notes="confidence=0.9", reader_angle="trigger", ) assert c.source_span == "quote" + assert c.notes == "confidence=0.9" assert c.reader_angle == "trigger"🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@tests/server/services/playbook/test_structured_playbook_content.py` around lines 15 - 25, The test test_structured_playbook_content_accepts_optional_fields creates a StructuredPlaybookContent with notes="confidence=0.9" but never asserts that field; add an assertion to verify the notes field (e.g., assert c.notes == "confidence=0.9") in the test to ensure the optional notes property is checked and protected against regressions.tests/eval/test_agentic_vs_classic_search_integration.py (1)
22-23: Tighten score assertions to enforce normalized bounds.Use a full
[0.0, 1.0]range check instead of only lower-bound checks.Suggested test hardening
- assert c_score.answer_correctness >= 0.0 - assert a_score.answer_correctness >= 0.0 + assert 0.0 <= c_score.answer_correctness <= 1.0 + assert 0.0 <= a_score.answer_correctness <= 1.0🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@tests/eval/test_agentic_vs_classic_search_integration.py` around lines 22 - 23, The assertions for c_score.answer_correctness and a_score.answer_correctness only check a lower bound; update the test in test_agentic_vs_classic_search_integration.py to assert both lower and upper bounds so each score is within [0.0, 1.0] (e.g., replace the two lines referencing c_score.answer_correctness and a_score.answer_correctness with range checks that ensure >= 0.0 and <= 1.0). Ensure both the c_score and a_score variables use the tightened assertions so the test enforces normalized score bounds.reflexio/server/prompt/prompt_bank/profile_critic/v1.0.0.prompt.md (1)
9-16: Add an explicit “exactly one action per candidate” rule.Lines 9-16 list valid actions, but a strict one-action constraint will reduce ambiguous/duplicate tool calls in critic loops.
🛠️ Prompt hardening snippet
You are a profile critic. Three angle readers (facts / context / temporal) produced the candidate profile items below. You must decide, for each one, whether to: +Emit exactly one action per candidate.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/prompt/prompt_bank/profile_critic/v1.0.0.prompt.md` around lines 9 - 16, Add an explicit rule to the action list that each profile candidate must have exactly one chosen action to avoid ambiguous or duplicate decisions; update the section that currently lists `accept`, `refine`, `reject`, and `flag_cross_entity_conflict` to include a one-line rule such as "Choose exactly one action per candidate — do not select multiple actions" and, where `refine` is described, clarify that refinement implies final acceptance so it counts as the single action; ensure the new wording appears alongside the existing bullet list so reviewers and downstream critic loops enforce a single action invariant.reflexio/server/prompt/prompt_bank/profile_search_temporal/v1.0.0.prompt.md (1)
11-14: Make temporal retrieval size explicit for deterministic behavior.Line 11 omits
top_k, so retrieval behavior depends on backend defaults and may drift between providers/configs.♻️ Suggested prompt tweak
-Use `search_profiles(respect_ttl=false)` to include expired items — they may +Use `search_profiles(query, top_k=10, respect_ttl=false)` to include expired items — they may be the PREVIOUS state of something the query is asking about. Then `submit_candidates`, flagging in `why` whether the item is current vs superseded.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/prompt/prompt_bank/profile_search_temporal/v1.0.0.prompt.md` around lines 11 - 14, The prompt currently calls search_profiles(respect_ttl=false) without specifying top_k, making retrieval size nondeterministic; update the prompt text to call search_profiles(respect_ttl=false, top_k=<N>) (or a named variable like top_k_temporal) so the retrieval count is explicit and deterministic, and ensure any downstream references (e.g., submit_candidates / why) assume that same top_k value.tests/eval/test_agentic_vs_classic_extraction_integration.py (1)
16-25: This test currently verifies judge plumbing, not backend comparison.With identical stubs in Lines 18-23, it can’t catch extraction quality regressions between classic and agentic despite the current test name.
🧪 Suggested clarity + tighter assertions
-def test_agentic_vs_classic_extraction(extraction_case, extraction_judge): - """For each golden case, the stubbed judge returns a parseable score.""" +def test_extraction_judge_harness_smoke(extraction_case, extraction_judge): + """For each golden case, judge output is parseable (no backend comparison).""" @@ - assert c_score.signal_f1 >= 0.0 - assert a_score.signal_f1 >= 0.0 + assert 0.0 <= c_score.signal_f1 <= 1.0 + assert 0.0 <= a_score.signal_f1 <= 1.0🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@tests/eval/test_agentic_vs_classic_extraction_integration.py` around lines 16 - 25, The test test_agentic_vs_classic_extraction currently uses identical stubbed outputs (classic_out and agentic_out) so it only validates judge plumbing; replace those empty identical stubs with real extraction outputs or distinct fixtures produced by the classic and agentic extraction paths (or call the actual extractor functions) and then assert a meaningful comparison using extraction_judge.score (e.g., compute c_score and a_score via extraction_judge.score(expected=extraction_case, actual=<classic_output>) and extraction_judge.score(expected=extraction_case, actual=<agentic_output>) and assert a tighter condition such as a_score.signal_f1 >= c_score.signal_f1 or that the difference is within an acceptable delta) to catch regressions between the two backends.reflexio/server/services/storage/sqlite_storage/_base.py (1)
852-868: Guard migration DDL with the storage lock.Line 859–Line 868 runs
PRAGMA/ALTER TABLE/commitwithoutself._lock. Wrapping this block keeps migration behavior consistent with the rest of this class’s thread-safety pattern.Suggested patch
def _migrate_agentic_signals(self) -> None: @@ - for table in ("profiles", "user_playbooks"): - cols = { - row["name"] - for row in self.conn.execute(f"PRAGMA table_info({table})").fetchall() - } - for col in ("source_span", "notes", "reader_angle"): - if col not in cols: - self.conn.execute(f"ALTER TABLE {table} ADD COLUMN {col} TEXT") # noqa: S608 - logger.info("Added %s column to %s", col, table) - self.conn.commit() + with self._lock: + for table in ("profiles", "user_playbooks"): + cols = { + row["name"] + for row in self.conn.execute(f"PRAGMA table_info({table})").fetchall() + } + for col in ("source_span", "notes", "reader_angle"): + if col not in cols: + self.conn.execute(f"ALTER TABLE {table} ADD COLUMN {col} TEXT") # noqa: S608 + logger.info("Added %s column to %s", col, table) + self.conn.commit()🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/storage/sqlite_storage/_base.py` around lines 852 - 868, The _migrate_agentic_signals method executes PRAGMA/ALTER TABLE/commit without using the class storage lock, which breaks the class's thread-safety pattern; wrap the whole migration loop and commit in the existing self._lock (use the same lock acquisition method used elsewhere in this class, e.g., with self._lock:) so PRAGMA/ALTER/commit are executed while holding self._lock to serialize schema changes and database access in _migrate_agentic_signals.tests/eval/aggregate.py (1)
26-39: Make aggregated output order deterministic.Add a final sort by
backendso weekly reports and diffs are stable run-to-run.Suggested patch
return ( pl.scan_parquet(results_path) .group_by("backend") .agg( @@ ) + .sort("backend") .collect() )🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@tests/eval/aggregate.py` around lines 26 - 39, The aggregated DataFrame currently returned from the pipeline can vary order between runs; update the pipeline in tests/eval/aggregate.py so the result is deterministically ordered by adding a sort on the "backend" column before calling .collect() (i.e., after the .agg(...) step). Modify the return chain that builds the scan_parquet -> group_by("backend") -> .agg(...) sequence to include a .sort("backend") prior to .collect() so weekly reports and diffs are stable.reflexio/server/prompt/prompt_bank/playbook_reader_trigger/v1.0.0.prompt.md (1)
13-17: Avoid natural-language fallback content for missing behavior.Using
"defer to other rules"ascontentcan look like a real instruction downstream. Prefer a neutral sentinel plus explicit note tag so it’s easier to filter.Suggested patch
- - content: the behaviour if stated; else "defer to other rules" + - content: the behaviour if stated; else "[UNSPECIFIED_BEHAVIOR]" @@ - - notes: confidence and trigger-type tag ("event", "threshold", "keyword") + - notes: confidence, trigger-type tag ("event", "threshold", "keyword"), + and `behavior_unspecified=true` when content is unspecified🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/prompt/prompt_bank/playbook_reader_trigger/v1.0.0.prompt.md` around lines 13 - 17, The current playbook fields use the natural-language fallback "defer to other rules" for the content key which can be misinterpreted downstream; update the prompt schema entries (look for the keys content, rationale, source_span, notes, reader_angle in v1.0.0.prompt.md) to replace that phrase with a neutral sentinel token (e.g., "<NO_BEHAVIOR_SPECIFIED>") and add an explicit note tag in notes (e.g., "note: no-behavior-specified") so consumers can reliably filter missing behavior without treating the text as an actionable instruction.reflexio/server/prompt/prompt_bank/profile_synthesizer/v1.0.0.prompt.md (1)
13-20: Make the tool-call termination contract explicit.Add a hard rule that
rank(ordered_ids)must be called exactly once beforefinish, and IDs must come only from provided candidates, to reduce loop/output ambiguity.Suggested patch
Tools: - `rank(ordered_ids)` — emit the final ordered ID list - `drop(id, reason)` — exclude a candidate - `flag_cross_entity_conflict(id, reason)` — flag contradictions with the playbook lane - `finish` Use the `other_lane` summary only for cross-checking coherence. +You must call `rank(...)` exactly once before `finish`. +Only include IDs that appear in `CANDIDATES`.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/prompt/prompt_bank/profile_synthesizer/v1.0.0.prompt.md` around lines 13 - 20, The prompt must enforce a strict tool-call termination contract: require that rank(ordered_ids) is invoked exactly once before finish and that ordered_ids are drawn only from the provided candidate set (no new or transformed IDs), disallow additional rank calls or other tool calls that change the candidate set after rank, and ensure finish() is called only after that single rank call; update the prompt language around the tools (rank, drop, flag_cross_entity_conflict, finish) to state these rules explicitly so the model cannot call rank multiple times, cannot call finish before rank, and must not emit IDs that aren't in the provided candidates.tests/eval/conftest.py (1)
25-29: Docstring inconsistency: sorted by filename, not id.The docstring says "sorted by id" but the code sorts by filename via
sorted((_GOLDEN / kind).glob("*.yaml")). If files are named to match their IDs (e.g.,mixed_ttl.yaml), this works, but the comment should reflect the actual behavior.📝 Suggested fix
def _load(kind: str) -> list[dict[str, Any]]: - """Load every YAML golden file under ``golden_set/<kind>/`` sorted by id.""" + """Load every YAML golden file under ``golden_set/<kind>/`` sorted by filename.""" return [ yaml.safe_load(p.read_text()) for p in sorted((_GOLDEN / kind).glob("*.yaml")) ]🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@tests/eval/conftest.py` around lines 25 - 29, The docstring for _load is incorrect: it claims results are "sorted by id" while the implementation sorts the file paths lexicographically; update the _load function's docstring to state that YAML files under golden_set/<kind>/ are loaded and returned in filename-sorted (lexicographic) order, and optionally note that filenames should correspond to IDs if ordering by ID is required; keep the description concise and reference the existing function name _load.tests/eval/judge.py (1)
62-66: Template rendering edge case.Using
str.replace()for template substitution is simple but could behave unexpectedly ifexpectedoractualcontain the literal strings"{expected}"or"{actual}". For eval test harness purposes with controlled golden cases, this is likely fine, but worth noting.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@tests/eval/judge.py` around lines 62 - 66, The current substitution on self.rubric["prompt"] uses chained str.replace on the prompt variable which can mis-substitute if the values contain literal "{expected}" or "{actual}"; change the rendering to use a safe templating approach (e.g., Python's str.format/format_map with explicit placeholders or string.Template.safe_substitute) so you pass expected and actual as named fields instead of doing raw replace — update the code that builds prompt (the prompt variable / self.rubric["prompt"] usage) to use one of these safe template methods and pass {"expected": expected, "actual": actual}.reflexio/server/services/generation_service.py (1)
396-397: Broaden dispatcher return contracts to match actual runtime branches.Line 396 and Line 434 currently advertise concrete classic services, but both functions can return agentic implementations. Use a shared protocol (or explicit union) so callers/type-checkers see the real contract.
♻️ Proposed refactor
-from typing import TYPE_CHECKING +from typing import TYPE_CHECKING, Any, Protocol @@ if TYPE_CHECKING: from reflexio.server.services.unified_search_service import UnifiedSearchService + + +class ExtractionServiceLike(Protocol): + def run(self, request: Any) -> Any: ... + + +class SearchServiceLike(Protocol): + def search(self, request: Any) -> Any: ... @@ def build_extraction_service( @@ -) -> ProfileGenerationService: +) -> ExtractionServiceLike: @@ def build_search_service( @@ -) -> UnifiedSearchService: +) -> SearchServiceLike:Also applies to: 434-435
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/generation_service.py` around lines 396 - 397, The dispatcher functions in generation_service.py currently declare a concrete return type of ProfileGenerationService but actually may return agentic implementations; update their return annotations to reflect the true contract by using a shared Protocol (e.g., define an IProfileGenerationService protocol covering the methods used by callers) or an explicit Union (e.g., Union[ClassicProfileGenerationService, AgenticProfileGenerationService]) and change the two dispatcher function signatures to return that Protocol/Union instead of the concrete ProfileGenerationService; ensure imports are added and update any type hints or docstrings referencing the old concrete type accordingly.tests/server/services/test_agentic_backend_pipeline_integration.py (1)
81-87: Minor: Response count comment is slightly misleading.The comment says "6 readers finish + 2 critics finish = 8 LLM calls" but 10 responses are provided. While providing extras is fine for robustness, the comment could be clearer. Similarly, the search response math: 6 agent submissions + 2×(rank + finish) = 10 calls, which matches the code.
Consider updating the comment to match the actual expectation or explain why extras are provided.
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@tests/server/services/test_agentic_backend_pipeline_integration.py` around lines 81 - 87, Update the misleading inline comments near extract_responses and search_responses to accurately describe the number of mocked LLM calls produced by make_tc: for extract_responses note that although 8 calls are expected (6 readers + 2 critics), 10 responses are supplied as extras for robustness, and for search_responses clarify that the sequence produces 10 calls (6 submit_candidates + 2×(rank + finish)); adjust the comment text next to the make_tc, extract_responses, and search_responses variables so the math matches the actual arrays or explicitly state that extras are intentionally included.reflexio/server/services/extraction/agentic_extraction_service.py (2)
200-210: BlindExceptioncatch is acceptable here but could be narrowed.The
_safe_resulthelper intentionally catches all exceptions to prevent one reader failure from killing extraction. This is a reasonable resilience pattern. The static analysis warning (BLE001) can be suppressed with a comment if desired.For completeness, consider catching
(TimeoutError, RuntimeError, ValueError)to avoid masking truly unexpected errors during development, or add a# noqa: BLE001comment if the broad catch is intentional.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/extraction/agentic_extraction_service.py` around lines 200 - 210, The _safe_result helper currently catches all exceptions which triggers static-analysis BLE001; either narrow the except to expected failures (e.g., except (concurrent.futures.TimeoutError, RuntimeError, ValueError) as e) so truly unexpected errors still surface, or explicitly mark the broad catch as intentional by adding a suppression comment (e.g., "# noqa: BLE001") above the except block; update the logger.warning call in _safe_result to still log the caught exception variable (e) so debugging info is preserved.
174-188: Critics run sequentially despitecritic_workersparameter.The constructor accepts
critic_workers(line 97) and stores it (line 104), but the critics are invoked sequentially in_run_profile_criticand_run_playbook_criticrather than in parallel. This differs from the search service's synthesizer parallelization pattern.If parallelization is intended, wrap the critic calls in a ThreadPoolExecutor. If sequential execution is intentional (e.g., to simplify debugging or due to cross-lane dependencies), consider removing the unused
critic_workersparameter or documenting why it's reserved for future use.Option 1: Parallelize critics (if intended)
+ def _run_critics( + self, + profile_cands: list[Any], + playbook_cands: list[Any], + ) -> tuple[list[VettedProfile], list[CrossEntityFlag], list[VettedPlaybook], list[CrossEntityFlag]]: + executor = ThreadPoolExecutor(max_workers=self._critic_workers) + try: + profile_fut = executor.submit( + self._run_profile_critic, profile_cands, playbook_cands + ) + playbook_fut = executor.submit( + self._run_playbook_critic, playbook_cands, profile_cands + ) + vetted_profiles, profile_flags = profile_fut.result(timeout=30.0) + vetted_playbooks, playbook_flags = playbook_fut.result(timeout=30.0) + finally: + executor.shutdown(wait=False, cancel_futures=True) + return vetted_profiles, profile_flags, vetted_playbooks, playbook_flagsOption 2: Remove unused parameter (if sequential is intentional)
def __init__( self, *, llm_client: LiteLLMClient, request_context: RequestContext, reader_workers: int = 6, - critic_workers: int = 2, ) -> None: self.client = llm_client self.request_context = request_context self.storage = request_context.storage self.prompt_manager = request_context.prompt_manager self._reader_workers = min(reader_workers, 6) - self._critic_workers = min(critic_workers, 2)🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/extraction/agentic_extraction_service.py` around lines 174 - 188, The critics are currently invoked sequentially in _run_profile_critic and _run_playbook_critic despite the constructor storing critic_workers; change to run the two critic.review calls in parallel using ThreadPoolExecutor(max_workers=self.critic_workers) so both ProfileCritic.review and PlaybookCritic.review run concurrently—create the two critic instances (ProfileCritic and PlaybookCritic), submit their .review(...) calls (note you must still call summarize(playbook_cands) for the profile critic and summarize(profile_cands) for the playbook critic), collect future.result() for each, and propagate/handle exceptions as before; alternatively, if sequential behavior is intentional, remove the critic_workers parameter and its storage from the constructor instead of adding parallelism.reflexio/server/services/search/agentic_search_service.py (4)
100-107: TODO placeholder for reconciliation.The cross-entity flags are currently only logged rather than being used to drive reconciliation. The TODO is noted, but ensure this is tracked for Phase 6+ completion.
Would you like me to open an issue to track the search reconciliation implementation?
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/search/agentic_search_service.py` around lines 100 - 107, The code currently collects cross-entity flags into all_flags (from p_flags + b_flags) and only logs them instead of invoking reconciliation; replace the TODO by wiring these flags into the Reconciler path: pass all_flags (or derived lanes) into the Reconciler call inside the AgenticSearchService (or whichever function constructs reconciliation) instead of using empty lanes that cause out-of-range errors, and ensure you handle empty/all_flags cases and surface errors via logger.error; keep the existing logger.info line for visibility but add the Reconciler invocation using the same all_flags variable and add appropriate validation/try-except around Reconciler usage.
211-216: Verify cross-lane summary variable naming.The variable naming here is slightly confusing but appears correct on close inspection:
playbook_other_lane= summary of profile hits (what playbook synthesizer sees as "other lane")profile_other_lane= summary of playbook hits (what profile synthesizer sees as "other lane")Consider renaming for clarity:
profile_synth_sees_playbooks/playbook_synth_sees_profilesor similar, to make the data flow more obvious.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/search/agentic_search_service.py` around lines 211 - 216, The two variables playbook_other_lane and profile_other_lane are inverted in meaning (playbook_other_lane holds a summary of profile hits and profile_other_lane holds playbook hits); rename them to clearer identifiers (e.g., playbook_synth_sees_profiles and profile_synth_sees_playbooks) and update all references where summarize is called with profile_batches and playbook_batches respectively so the names reflect the data flow (symbols to change: playbook_other_lane, profile_other_lane, summarize usage, profile_batches, playbook_batches).
267-285: Potential silent data loss if ID mapping fails.In
_assemble_ranked, if a ranked ID doesn't exist in theid_to_profile/id_to_playbookdicts, it's silently skipped (line 286-287). This is likely intentional for resilience, but consider logging a warning when ranked IDs can't be resolved, as it may indicate a bug in the agent/synthesizer pipeline.Add logging for unmapped IDs
+ missing_profiles = [i for i in p_ids if i not in id_to_profile] + missing_playbooks = [i for i in b_ids if i not in id_to_playbook] + if missing_profiles: + logger.warning("ranked profile IDs not found in hits: %s", missing_profiles) + if missing_playbooks: + logger.warning("ranked playbook IDs not found in hits: %s", missing_playbooks) ranked_profiles = [id_to_profile[i] for i in p_ids if i in id_to_profile] ranked_playbooks = [id_to_playbook[i] for i in b_ids if i in id_to_playbook]🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/search/agentic_search_service.py` around lines 267 - 285, In _assemble_ranked, when resolving ranked IDs against id_to_profile and id_to_playbook, add a warning log for any ranked ID that cannot be found instead of silently skipping it: detect missing keys when looking up id_to_profile and id_to_playbook inside the _assemble_ranked flow and call the service logger (e.g., self.logger.warn or processLogger.warn used in this module) with a short message including the missing id and context (e.g., "missing profile for id {id}" or "missing playbook for id {id}") so operators can trace pipeline issues; keep behavior unchanged otherwise.
199-202: Consider catching more specific exceptions for agent failures.The blind
Exceptioncatch here is intentional for fault tolerance (preventing one agent failure from killing the pipeline), but it may mask programming errors. Consider catching(TimeoutError, FuturesTimeoutError, RuntimeError)or similar known failure modes, and letting truly unexpected exceptions bubble up during development.That said, for a production-grade resilient system, the current approach is defensible. This is a low-priority suggestion.
Possible refinement
- except Exception as e: + except (FuturesTimeoutError, RuntimeError, ValueError) as e: logger.warning("search agent failed: %s: %s", type(e).__name__, e) partial = TrueOr keep
Exceptionbut add explicit re-raise for certain types you want to surface.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/search/agentic_search_service.py` around lines 199 - 202, The current except Exception block around the agent loop (which logs via logger.warning and sets partial before returning batches, partial) is too broad; change it to catch only expected failure modes such as TimeoutError, concurrent.futures.TimeoutError (or FuturesTimeoutError), and RuntimeError so programming errors can surface, or alternatively keep Exception but explicitly re-raise critical exceptions (e.g., KeyboardInterrupt, SystemExit, BaseException subclasses you want surfaced) before logging and setting partial; update the except clause that wraps logger.warning and the partial assignment accordingly and reference logger.warning, partial, and the surrounding agent processing loop (the code that returns batches, partial).reflexio/server/llm/model_defaults.py (1)
219-275: Several providers lack agentic role mappings.The
gemini,deepseek,openrouter,minimax,dashscope,xai,moonshot, andzaiproviders don't defineangle_reader,critic,synthesizer, orreconcilermodel mappings. While the fallthrough logic in_auto_detect_modelhandles this gracefully (skipping to the next provider), users relying solely on these providers will get aRuntimeErrorwhen attempting to use agentic pipelines.If this is intentional (requiring anthropic/openai for agentic features), consider adding a comment or logging when agentic roles are unavailable for the detected provider. Otherwise, consider adding reasonable defaults for these providers.
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/llm/model_defaults.py` around lines 219 - 275, The ProviderDefaults entries for providers "gemini", "deepseek", "openrouter", "minimax", "dashscope", "xai", "moonshot", and "zai" are missing agentic role mappings (angle_reader, critic, synthesizer, reconciler), causing RuntimeError in agentic pipelines when _auto_detect_model falls back; update each ProviderDefaults instance in model_defaults.py to either include reasonable default model strings for those four agentic roles or add a clear comment/log when those roles are unsupported for the provider, and ensure any change references the ProviderDefaults constructor and the _auto_detect_model code path so behavior is explicit for users relying solely on those providers.reflexio/server/llm/tools.py (2)
236-251: Latency measurement includes LLM response time, not just tool execution.The
t0timestamp is set before thegenerate_chat_responsecall (line 217), solatency_msin the trace includes both LLM round-trip time and tool handler execution. If the intent is to measure only tool execution time,t0should be reset inside the tool processing loop. If the combined latency is intentional, consider renaming toturn_latency_msfor clarity.⏱️ Option: Measure only tool handler latency
for tc in tool_calls: name = tc.function.name args_json = tc.function.arguments + t_tool = time.monotonic() result = registry.handle(name, args_json, ctx) try: args_dict = json.loads(args_json or "{}") except json.JSONDecodeError: args_dict = {} trace.turns.append( ToolLoopTurn( tool_name=name, args=args_dict, result=result, - latency_ms=int((time.monotonic() - t0) * 1000), + latency_ms=int((time.monotonic() - t_tool) * 1000), ) )🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/llm/tools.py` around lines 236 - 251, The latency being recorded in ToolLoopTurn.latency_ms currently uses t0 set before generate_chat_response, so it includes LLM round-trip time; to measure only tool handler execution reset t0 immediately before calling registry.handle(name, args_json, ctx) inside the for tc in tool_calls loop (or compute handler_latency_ms by taking a new timestamp around registry.handle), ensuring ToolLoopTurn.latency_ms is set from that handler-only delta; alternatively, if the combined LLM+handler duration is intentional, rename latency_ms to turn_latency_ms (and update usages) to reflect that it measures the whole turn.
196-211: Document the fallback schema requirement for first field.The fallback path assumes the schema's first field (via
next(iter(type(parsed).model_fields))) is a list of items to dispatch. This implicit contract should be documented in the function docstring to prevent subtle bugs when defining fallback schemas.📝 Suggested docstring addition
Args: ... fallback_schema (type[BaseModel] | None): Pydantic schema for the capability-fallback path; required when tool-calling is unsupported. + The schema's **first field** must be a list of items, where each + item's ``model_dump_json()`` matches the ``fallback_tool_name`` + tool's args model. fallback_tool_name (str | None): Name of the tool each fallback item is dispatched against.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/llm/tools.py` around lines 196 - 211, Update the docstring for the function containing this fallback dispatch logic (the function that returns ToolLoopResult and builds ToolLoopTurn entries) to explicitly state the schema contract: the parsed object’s first model field (accessed via next(iter(type(parsed).model_fields))) must be a list/iterable of items whose model_dump_json() matches the fallback tool (fallback_tool_name) args model; mention that each item will be iterated and passed to registry.handle and that mismatching schemas will cause runtime errors in the ToolLoopTurn creation. Include references to parsed, fallback_tool_name, registry.handle, ToolLoopTurn, and ToolLoopResult so callers defining fallback schemas know the requirement.reflexio/server/services/extraction/readers.py (1)
47-52: Consider adding type annotation forcandidatesfield.The
candidatesfield is typed as barelistrather thanlist[Any]or a more specific type. While this works, explicit typing improves readability and IDE support.✨ Suggested improvement
`@dataclass` class ReaderCtx: """Mutable accumulator passed to tool handlers during one reader run.""" - candidates: list = field(default_factory=list) + candidates: list[Any] = field(default_factory=list) finished: bool = FalseYou'll need to add
Anyto the imports fromtyping.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/extraction/readers.py` around lines 47 - 52, The ReaderCtx dataclass uses a bare list for candidates; update its type annotation to a parameterized type (e.g., candidates: list[Any] or a more specific type) and keep the default_factory=list; also add Any to the typing imports so the annotation resolves (refer to the ReaderCtx class and the candidates field).reflexio/server/services/search/synthesizers.py (1)
105-111: Document the sentinelcandidate_index=-1for synthesizer-originated flags.The
_flaghandler setscandidate_index=-1for flags raised by synthesizers, distinguishing them from critic flags which use actual indices. This sentinel value should be documented to prevent confusion when processing flags downstream.📝 Suggested documentation improvement
def _flag(args: BaseModel, ctx: SynthCtx) -> dict: - """Tool handler: raise a cross-entity conflict flag tied to ctx.lane.""" + """Tool handler: raise a cross-entity conflict flag tied to ctx.lane. + + Synthesizer flags use ``candidate_index=-1`` as a sentinel since they + reference IDs rather than positional indices. + """ a = cast(SynthFlagArgs, args) ctx.flags.append( CrossEntityFlag(candidate_index=-1, reason=f"{a.id}: {a.reason}", lane=ctx.lane) ) return {"flagged": a.id}🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/search/synthesizers.py` around lines 105 - 111, Document that synthesizer-originated flags use the sentinel candidate_index=-1: update the _flag handler docstring and the CrossEntityFlag (or the flags collection docs) to state that candidate_index==-1 indicates a synthesizer-generated flag (as created by _flag with SynthFlagArgs and appended to ctx.flags), so downstream processors can distinguish these from critic flags which use real candidate indices; include the sentinel value and its semantic meaning in the same comment/block where CrossEntityFlag or ctx.flags is defined.
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pyproject.tomlreflexio/models/api_schema/domain/entities.pyreflexio/models/config_schema.pyreflexio/server/llm/__init__.pyreflexio/server/llm/litellm_client.pyreflexio/server/llm/model_defaults.pyreflexio/server/llm/tools.pyreflexio/server/prompt/prompt_bank/playbook_critic/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/playbook_reader_behavior/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/playbook_reader_rationale/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/playbook_reader_trigger/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/playbook_search_context/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/playbook_search_direct/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/playbook_search_temporal/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/playbook_synthesizer/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/profile_critic/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/profile_reader_context/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/profile_reader_facts/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/profile_reader_temporal/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/profile_search_context/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/profile_search_direct/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/profile_search_temporal/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/profile_synthesizer/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/reconciler/v1.0.0.prompt.mdreflexio/server/services/extraction/__init__.pyreflexio/server/services/extraction/agentic_extraction_service.pyreflexio/server/services/extraction/critics.pyreflexio/server/services/extraction/readers.pyreflexio/server/services/generation_service.pyreflexio/server/services/playbook/playbook_service_utils.pyreflexio/server/services/profile/profile_generation_service_utils.pyreflexio/server/services/search/__init__.pyreflexio/server/services/search/agentic_search_service.pyreflexio/server/services/search/search_agents.pyreflexio/server/services/search/synthesizers.pyreflexio/server/services/storage/sqlite_storage/_base.pyreflexio/server/services/storage/sqlite_storage/_playbook.pyreflexio/server/services/storage/sqlite_storage/_profiles.pyreflexio/server/services/unified_search_service.pyreflexio/test_support/llm_mock.pytests/conftest.pytests/eval/__init__.pytests/eval/aggregate.pytests/eval/conftest.pytests/eval/golden_set/extraction/mixed_ttl.yamltests/eval/golden_set/extraction/polars_vs_pandas.yamltests/eval/golden_set/extraction/superseded_state.yamltests/eval/golden_set/search/db_preference.yamltests/eval/golden_set/search/deadline_context.yamltests/eval/golden_set/search/superseded_rule.yamltests/eval/judge.pytests/eval/judge_prompts/extraction_rubric.yamltests/eval/judge_prompts/search_rubric.yamltests/eval/test_agentic_vs_classic_extraction_integration.pytests/eval/test_agentic_vs_classic_search_integration.pytests/eval/test_aggregate.pytests/eval/test_judge_unit.pytests/models/api_schema/__init__.pytests/models/api_schema/test_domain_entities.pytests/models/api_schema/test_retriever_schema.pytests/server/llm/test_litellm_client_tool_calls.pytests/server/llm/test_model_roles.pytests/server/llm/test_tools.pytests/server/services/extraction/__init__.pytests/server/services/extraction/test_agentic_extraction_service_integration.pytests/server/services/extraction/test_critics.pytests/server/services/extraction/test_readers.pytests/server/services/playbook/test_structured_playbook_content.pytests/server/services/profile/test_profile_add_item.pytests/server/services/search/__init__.pytests/server/services/search/test_agentic_search_service_integration.pytests/server/services/search/test_search_agents.pytests/server/services/search/test_synthesizers.pytests/server/services/storage/sqlite_storage/__init__.pytests/server/services/storage/sqlite_storage/test_agentic_signals.pytests/server/services/test_agentic_backend_pipeline_integration.pytests/server/services/test_generation_service_dispatcher.pytests/server/services/test_prompt_model_mapping.py
| def _supersede(args: BaseModel, ctx: ReconcilerCtx) -> dict: | ||
| a = cast(SupersedeArgs, args) | ||
| tgt = _lane_list(ctx, a.drop_lane) | ||
| if not 0 <= a.drop_index < len(tgt): | ||
| return {"error": "drop_index out of range"} | ||
| tgt.pop(a.drop_index) | ||
| return {"superseded": [a.drop_lane, a.drop_index]} |
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Multiple supersede calls in one turn can cause index shift issues.
The _supersede handler uses pop() which shifts list indices. If the LLM issues multiple supersede calls targeting the same lane in a single turn, subsequent calls may reference stale indices after the first pop(). While bounds checking prevents silent corruption, it could return a confusing error or remove the wrong item.
Consider processing all supersede operations in reverse index order, or collecting indices to remove and batch-processing them after the turn completes. Note: The _merge handler documents this issue (lines 412–413) but accepts it for cross-lane cases; _supersede should either match that approach or implement the batching fix.
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.
In `@reflexio/server/services/extraction/critics.py` around lines 395 - 401, The
_supersede handler currently mutates the target lane list immediately (using
tgt.pop) which makes multiple supersede calls in one turn shift subsequent
indices; update _supersede (and use SupersedeArgs and _lane_list) to collect all
drop_index values for a given drop_lane and apply removals after gathering all
requests in descending index order (or otherwise batch-process removals) so
earlier removals don't change indices for later ones; ensure the function still
validates indices against the original list length and return the same
{"superseded": [...] } shape but derived from the batched operation (match the
reasoning used by _merge if you prefer the documented accept-or-batch approach).
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Not addressing — reflexio/server/services/extraction/critics.py was removed entirely as part of the v2 single-loop refactor (_supersede and _merge no longer exist). The agent now drives supersession via the same delete_* / create_* tools the prompt rules describe, with no shared mutable list to index-shift. Comment is moot.
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@yilu331, understood — thanks for the clarification. Since reflexio/server/services/extraction/critics.py was removed entirely in the v2 single-loop refactor, the index-shift concern around _supersede is no longer applicable. The new approach using delete_* / create_* tools avoids the shared mutable list altogether, so this comment can be dismissed.
| def test_playbook_search_agent_temporal_includes_archived( | ||
| real_client, tool_call_completion | ||
| ): | ||
| """Temporal intent: status_filter is None so archived items are in scope.""" | ||
| make_tc, _ = tool_call_completion | ||
| storage = MagicMock() | ||
| storage.search_user_playbooks.return_value = [] | ||
| req = MagicMock() | ||
| req.user_id = "u1" | ||
| agent = PlaybookSearchAgent( | ||
| "temporal", client=real_client, prompt_manager=_pm(), storage=storage | ||
| ) | ||
| responses = [ | ||
| make_tc( | ||
| "search_playbooks", | ||
| {"query": "x", "top_k": 10, "respect_ttl": False}, | ||
| ), | ||
| make_tc("submit_candidates", {"ids": [], "why": "none"}), | ||
| ] | ||
| with patch("litellm.completion", side_effect=responses): | ||
| agent.run(query="x", req=req) | ||
|
|
||
| sent = storage.search_user_playbooks.call_args.args[0] | ||
| assert sent.status_filter is None |
There was a problem hiding this comment.
Temporal playbook test also misses a direct TTL assertion.
Like the profile temporal test, this currently verifies archived-scope behavior but not the claimed TTL toggle. Assert respect_ttl=False explicitly.
✅ Suggested assertion addition
with patch("litellm.completion", side_effect=responses):
agent.run(query="x", req=req)
sent = storage.search_user_playbooks.call_args.args[0]
+ assert sent.respect_ttl is False
assert sent.status_filter is None🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.
In `@tests/server/services/search/test_search_agents.py` around lines 193 - 216,
The temporal playbook test test_playbook_search_agent_temporal_includes_archived
currently checks that status_filter is None but misses asserting the TTL toggle;
after obtaining sent = storage.search_user_playbooks.call_args.args[0] (from the
PlaybookSearchAgent run), add an assertion that sent.respect_ttl is False to
explicitly verify the TTL toggle for the temporal intent.
There was a problem hiding this comment.
Not addressing — same root cause as the sibling profile-temporal comment. PlaybookSearchAgent and the file holding this test (tests/server/services/search/test_search_agents.py) were removed in the single-SearchAgent refactor (commit 8052df8). No equivalent surface remains to assert against.
There was a problem hiding this comment.
@yilu331 — understood, thanks for the context. Since PlaybookSearchAgent and the entire test_search_agents.py file were removed as part of the single-SearchAgent refactor in 8052df8, this comment is moot. I'll disregard it.
Extends ModelRole enum with four tool-calling agentic pipeline roles and adds matching ProviderDefaults fields (defaulting to None on providers that have not opted into tool-calling). Anthropic and claude-code providers are populated with concrete defaults; other providers fall through via _auto_detect_model's priority chain. Part of the agentic extraction & search rollout (docs/superpowers/specs/2026-04-22-agentic-extraction-search-design.md).
Introduce ToolCallingChatResponse and wire tools/tool_choice through _build_completion_params; resolve model_role via resolve_model_name. Also add openai ProviderDefaults for agentic roles (angle_reader, critic, synthesizer, reconciler) to fix pre-existing test failure.
Adds ToolLoopTurn/ToolLoopTrace/ToolLoopResult and run_tool_loop that drives an LLM through a tool loop via tools=/tool_choice= and falls back to structured output for non-tool-calling providers.
Catch exceptions in the native tool loop and return a terminal error ToolLoopResult instead of letting them propagate. Makes the 'error' Literal value actually reachable and adds test coverage.
…schemas Adds three optional fields to ProfileAddItem, StructuredPlaybookContent, UserProfile, and UserPlaybook. Fields are nullable and default to None, so callers and existing data are unchanged. Consumed by agentic extraction readers to carry evidence and attribution through to storage.
…and user_playbooks Extends the CREATE TABLE DDL and adds an in-place _migrate_agentic_signals helper so existing DBs are upgraded on startup. Adds the fields to the INSERT/UPDATE/SELECT row-mapping sites. Columns are nullable and default to NULL — classic extraction leaves them blank.
…ories Adds extraction_backend / search_backend Literal['classic','agentic'] fields to Config (default 'classic', keeps existing behavior). Adds build_extraction_service / build_search_service factories that dispatch on those flags. Agentic targets are lazy-imported — Phase 3/4 implement them, Phase 6 wires the factories into GenerationService.run. Also adds UnifiedSearchService class wrapper to unified_search_service.py so the dispatcher factory returns a uniform class-based handle.
… F005 F006 F008 F009 F010 F011
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Actionable comments posted: 5
🧹 Nitpick comments (5)
tests/server/test_logging_timezone.py (1)
31-33: Tighten the direct timestamp assertion to avoid false positives.Line 32 uses
match, which can still pass with trailing junk. ForformatTime()output,fullmatchgives a stricter regression guard.Proposed assertion tweak
- assert _TZ_PATTERN.match(rendered), f"timestamp missing TZ offset: {rendered!r}" + assert _TZ_PATTERN.fullmatch(rendered), f"timestamp missing TZ offset: {rendered!r}"🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@tests/server/test_logging_timezone.py` around lines 31 - 33, Replace the loose regex check using _TZ_PATTERN.match(rendered) with a strict full match so the entire formatted timestamp is validated; update the assertion in the test (the line that sets rendered = formatter.formatTime(record) and the subsequent assert) to use _TZ_PATTERN.fullmatch(rendered) instead of match (retain the same failure message and variables: rendered, formatter.formatTime(record), and _TZ_PATTERN).tests/server/services/extraction/test_agentic_v2_e2e.py (1)
207-251: Storage assertion occurs after context manager exit.Lines 246-248 access
request_context.storageafter theTemporaryDirectorycontext manager has exited. While SQLite typically handles this, it's safer to move assertions inside the context.♻️ Move assertions inside the context
with tempfile.TemporaryDirectory() as temp_dir: request_context = RequestContext(org_id=org_id, storage_base_dir=temp_dir) gs = GenerationService(llm_client=client, request_context=request_context) gs.configurator.get_config = MagicMock(return_value=_make_agentic_config()) # type: ignore[method-assign] with patch( "reflexio.server.services.extraction.agentic_adapter.ExtractionAgent" ) as mock_agent_cls: request = PublishUserInteractionRequest(...) result = gs.run(request) - # ExtractionAgent was never instantiated. - mock_agent_cls.assert_not_called() + # ExtractionAgent was never instantiated. + mock_agent_cls.assert_not_called() - # No profiles persisted. - assert request_context.storage is not None - profiles = request_context.storage.get_user_profile(user_id) - assert profiles == [], f"expected no profiles; got {profiles}" + # No profiles persisted. + assert request_context.storage is not None + profiles = request_context.storage.get_user_profile(user_id) + assert profiles == [], f"expected no profiles; got {profiles}" - # Result must not have raised (warnings may be empty or trivial). - assert result.request_id is not None + # Result must not have raised (warnings may be empty or trivial). + assert result.request_id is not None🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@tests/server/services/extraction/test_agentic_v2_e2e.py` around lines 207 - 251, In test_e2e_agentic_v2_extraction_agent_not_invoked_for_trivial_session move the storage-related assertions so they run before the TemporaryDirectory context exits: after the block that calls gs.run(request) (but still inside the with tempfile.TemporaryDirectory() as temp_dir: scope) assert request_context.storage is not None, call request_context.storage.get_user_profile(user_id) and assert profiles == [], and also assert result.request_id is not None there; this ensures RequestContext/storage is still valid when inspected and removes the post-context checks that currently run after the temp dir is closed.reflexio/server/services/extraction/tools.py (1)
154-156:_status_from_strcan raiseKeyErroron invalid input.If an unexpected status string is passed (e.g., from malformed LLM output that bypasses Pydantic validation), the dict lookup will raise
KeyError. Consider using.get()with a default or explicit error handling.🛡️ Suggested defensive fix
def _status_from_str(s: str) -> Status | None: - return {"current": None, "pending": Status.PENDING, "archived": Status.ARCHIVED}[s] + mapping = {"current": None, "pending": Status.PENDING, "archived": Status.ARCHIVED} + if s not in mapping: + raise ValueError(f"Invalid status: {s!r}") + return mapping[s]🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/services/extraction/tools.py` around lines 154 - 156, _status_from_str currently does a direct dict lookup which will raise KeyError for unexpected strings; change it to handle invalid inputs defensively by using a safe lookup (e.g., mapping.get(s)) and either return a default (None) or raise a clear ValueError with context; update the function _status_from_str(s: str) to explicitly handle unknown keys and reference the Status enum values (Status.PENDING, Status.ARCHIVED) in the error/return path so malformed LLM output doesn't propagate a KeyError.tests/server/services/extraction/test_agentic_adapter.py (1)
131-134: Sameos.environ.setdefaultleak pattern as e2e tests.Lines 133, 573, and 687 use the same pattern that leaks API key environment variables across test runs. Consider using
patch.dict(os.environ, ...)for isolation.🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@tests/server/services/extraction/test_agentic_adapter.py` around lines 131 - 134, Replace the leaking os.environ.setdefault calls used before creating LiteLLMClient/LiteLLMConfig with a scoped environment patch using unittest.mock.patch.dict to avoid cross-test pollution: wrap the client instantiation (where LiteLLMClient(LiteLLMConfig(...)) is created) in a with patch.dict(os.environ, {"ANTHROPIC_API_KEY": "test-key"}, clear=False): block (or use the pytest monkeypatch fixture to setenv) so the API key is set only for that test and automatically restored after; update all occurrences where os.environ.setdefault("ANTHROPIC_API_KEY", ...) is used (including the instances near the LiteLLMClient creation) to use this scoped approach.reflexio/server/llm/tools.py (1)
53-55: Guard against duplicate tool registration names.
register()silently overwrites existing entries. A duplicate name should fail fast; otherwise the wrong handler can be invoked with no signal.Proposed fix
def register(self, tool: Tool) -> None: + if tool.name in self._tools: + raise ValueError(f"duplicate tool registration: {tool.name}") self._tools[tool.name] = tool🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed. In `@reflexio/server/llm/tools.py` around lines 53 - 55, The register method currently overwrites existing entries in self._tools; modify register(self, tool: Tool) to guard against duplicate tool names by checking if tool.name already exists in self._tools and failing fast (e.g., raise a ValueError or custom DuplicateToolError) with a clear message that includes the duplicate name; ensure you reference register, self._tools, and tool.name so callers get an explicit error instead of silent overwrite.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.
Inline comments:
In `@reflexio/server/__init__.py`:
- Around line 69-76: The docstring for class _TZAwareFormatter is out of sync
with actual output: update the example timestamp and description to reflect the
runtime format emitted by _TZAwareFormatter (it uses an ISO-extended UTC offset
like -07:00 and may include a TZ abbreviation), not the old `-0700` form; edit
the class docstring in reflexio/server/__init__.py (class _TZAwareFormatter
inheriting logging.Formatter) to show a correct sample such as "2026-04-24
10:20:51.238 -07:00 PST" (or note that the offset is ISO-extended and a TZ
abbrev may be appended) and adjust the explanatory text to mention fallback
behavior remains +00:00 when timezone is missing.
In `@reflexio/server/llm/tools.py`:
- Around line 242-301: The per-tool latency uses t0 (turn start) so later tool
calls include model + earlier-tool time; change it to measure each tool's own
start and compute latency from that: inside the for tc in tool_calls loop record
a per-call start (e.g., call_t0 = time.monotonic()) immediately before calling
registry.handle(name, args_json, ctx) and then set ToolLoopTurn.latency_ms to
int((time.monotonic() - call_t0) * 1000) instead of using t0; keep t0 for
turn-level/model latency if needed and update references to t0 only where
turn-level timing is intended (ToolLoopTurn.model/prompt/completion/total tokens
remain unchanged).
- Around line 224-237: The fallback loop currently iterates all items unbounded
and always returns ToolLoopResult(..., finished_reason="finish_tool"); change
the loop in the function that iterates over items to respect the configured
max_steps cap (use the existing max_steps variable or parameter) by tracking a
step counter, break once steps >= max_steps before calling registry.handle for
the next item, and append ToolLoopTurn only for executed steps; set
trace.finished and ToolLoopResult.finished_reason to a distinct value (e.g.,
"max_steps" or "exhausted") when stopped by the cap, and only use "finish_tool"
when all items were processed naturally; reference symbols: items,
fallback_tool_name, registry.handle, ToolLoopTurn, trace, ctx, ToolLoopResult,
and max_steps.
In `@reflexio/server/prompt/prompt_bank/extraction_agent/v1.1.0.prompt.md`:
- Around line 39-44: The prompt uses ambiguous generic calls `delete`/`create`
in the supersession and profile-merge rules; change the wording to require
concrete, entity-specific tool names (e.g. `delete_user_profile` /
`create_user_profile`, `delete_order` / `create_order`, etc.) so the agent
invokes the correct runtime surface. Update the supersession line to instruct
"call delete_<entity> on the stale id, then create_<entity> with the new
content" and the profile-merge line to instruct "call delete_<entity> on each
duplicate, then create_<entity> once with the merged wording" referencing these
concrete patterns (delete_<entity>, create_<entity>, delete_user_profile,
create_user_profile) so callers know to use entity-specific tool names.
In `@tests/server/services/extraction/test_agentic_adapter.py`:
- Around line 519-527: The test constructs a Violation with code "B" but uses
severity "soft" — change the violation code to one that is actually soft (e.g.,
"E", "H", or "K") so the test validates soft-violation handling correctly;
update the Violation instantiation referenced by soft_violation (and the related
CommitResult result_with_soft) to use a soft-code like "E" (keeping
severity="soft" and the same msg/affected_op_indices).
---
Nitpick comments:
In `@reflexio/server/llm/tools.py`:
- Around line 53-55: The register method currently overwrites existing entries
in self._tools; modify register(self, tool: Tool) to guard against duplicate
tool names by checking if tool.name already exists in self._tools and failing
fast (e.g., raise a ValueError or custom DuplicateToolError) with a clear
message that includes the duplicate name; ensure you reference register,
self._tools, and tool.name so callers get an explicit error instead of silent
overwrite.
In `@reflexio/server/services/extraction/tools.py`:
- Around line 154-156: _status_from_str currently does a direct dict lookup
which will raise KeyError for unexpected strings; change it to handle invalid
inputs defensively by using a safe lookup (e.g., mapping.get(s)) and either
return a default (None) or raise a clear ValueError with context; update the
function _status_from_str(s: str) to explicitly handle unknown keys and
reference the Status enum values (Status.PENDING, Status.ARCHIVED) in the
error/return path so malformed LLM output doesn't propagate a KeyError.
In `@tests/server/services/extraction/test_agentic_adapter.py`:
- Around line 131-134: Replace the leaking os.environ.setdefault calls used
before creating LiteLLMClient/LiteLLMConfig with a scoped environment patch
using unittest.mock.patch.dict to avoid cross-test pollution: wrap the client
instantiation (where LiteLLMClient(LiteLLMConfig(...)) is created) in a with
patch.dict(os.environ, {"ANTHROPIC_API_KEY": "test-key"}, clear=False): block
(or use the pytest monkeypatch fixture to setenv) so the API key is set only for
that test and automatically restored after; update all occurrences where
os.environ.setdefault("ANTHROPIC_API_KEY", ...) is used (including the instances
near the LiteLLMClient creation) to use this scoped approach.
In `@tests/server/services/extraction/test_agentic_v2_e2e.py`:
- Around line 207-251: In
test_e2e_agentic_v2_extraction_agent_not_invoked_for_trivial_session move the
storage-related assertions so they run before the TemporaryDirectory context
exits: after the block that calls gs.run(request) (but still inside the with
tempfile.TemporaryDirectory() as temp_dir: scope) assert request_context.storage
is not None, call request_context.storage.get_user_profile(user_id) and assert
profiles == [], and also assert result.request_id is not None there; this
ensures RequestContext/storage is still valid when inspected and removes the
post-context checks that currently run after the temp dir is closed.
In `@tests/server/test_logging_timezone.py`:
- Around line 31-33: Replace the loose regex check using
_TZ_PATTERN.match(rendered) with a strict full match so the entire formatted
timestamp is validated; update the assertion in the test (the line that sets
rendered = formatter.formatTime(record) and the subsequent assert) to use
_TZ_PATTERN.fullmatch(rendered) instead of match (retain the same failure
message and variables: rendered, formatter.formatTime(record), and _TZ_PATTERN).
🪄 Autofix (Beta)
Fix all unresolved CodeRabbit comments on this PR:
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📒 Files selected for processing (20)
reflexio/server/__init__.pyreflexio/server/llm/litellm_client.pyreflexio/server/llm/tools.pyreflexio/server/prompt/prompt_bank/extraction_agent/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/extraction_agent/v1.1.0.prompt.mdreflexio/server/prompt/prompt_bank/extraction_agent/v1.2.0.prompt.mdreflexio/server/prompt/prompt_bank/search_agent/v1.0.0.prompt.mdreflexio/server/prompt/prompt_bank/search_agent/v1.1.0.prompt.mdreflexio/server/services/extraction/agentic_adapter.pyreflexio/server/services/extraction/extraction_agent.pyreflexio/server/services/extraction/tools.pyreflexio/server/services/search/search_agent.pytests/server/llm/test_tools.pytests/server/services/extraction/test_agentic_adapter.pytests/server/services/extraction/test_agentic_v2_e2e.pytests/server/services/extraction/test_extraction_agent.pytests/server/services/extraction/test_tools.pytests/server/services/search/test_search_agent.pytests/server/services/test_prompt_model_mapping.pytests/server/test_logging_timezone.py
✅ Files skipped from review due to trivial changes (1)
- reflexio/server/prompt/prompt_bank/extraction_agent/v1.2.0.prompt.md
🚧 Files skipped from review as they are similar to previous changes (7)
- reflexio/server/prompt/prompt_bank/search_agent/v1.0.0.prompt.md
- reflexio/server/prompt/prompt_bank/extraction_agent/v1.0.0.prompt.md
- tests/server/services/search/test_search_agent.py
- tests/server/services/test_prompt_model_mapping.py
- reflexio/server/services/extraction/agentic_adapter.py
- tests/server/llm/test_tools.py
- reflexio/server/services/extraction/extraction_agent.py
Three agentic search tool handlers (_handle_search_user_profiles, _handle_search_user_playbooks, _handle_search_agent_playbooks) built Search*Request objects declaring search_mode=HYBRID but never computed a query embedding. Storage's _effective_search_mode logged 'no query embedding provided — falling back to FTS' on every call and downgraded to FTS-only search — a quality regression vs. the classic path (unified_search_service.py:151-158 computes the embedding in Phase A before dispatching). Fix: new _maybe_embed_query(storage, query) helper reads storage._get_embedding (already used by classic), swallows AttributeError and provider failures, returns None for graceful fallback. Each of the three handlers now passes the computed embedding: - profile search uses query_embedding= kwarg (matching _profiles.py:199-205 signature) - playbook search methods use options=SearchOptions(...) (matching _playbook.py:403-434 signature — the signature asymmetry is a pre-existing BaseStorage oddity) Six regression tests cover: helper fallback (no embedder / raising embedder / happy path) and per-handler embedding plumbing.
Real sessions surfaced two extraction anti-patterns the v1.2.0 prompt
did not prevent strongly enough:
1. Bundled profiles: 'User is a senior Go engineer and is on-call this
week' — two atomic facts in one content string. Trapped under a
single TTL (one loses precision), invariant E can't dedup, clean
supersession impossible.
2. Profile / playbook content overlap: 'prefers no code review
scheduling before 10:00 AM during on-call period' leaked into
profile content AND was (correctly) emitted as a playbook. Two
stores of the same rule → divergence when one updates, retrieval
noise, breaks the self-improvement-axis separation.
v1.3.0 changes:
- Narrows the UserProfile scope description from ambiguous 'preferences'
to concrete 'role, skills, environment, timezone, tools, ongoing
status' — the LLM was latching onto 'preferences' as license to
record rule-shaped text.
- Adds explicit Fact vs. Rule disambiguator ('is this something the
user IS / HAS, or what the agent should DO when X?').
- Adds concrete ✅/❌ examples for both kinds in the scope block.
- New rule 3: 'One fact per profile'. New rule 7: 'No overlap between
profile and playbook'. Existing rules renumbered.
Old v1.2.0 marked active: false; PROMPT_VERSION_MAP bumped to v1.3.0.
Sanity-render test extended to assert the new anti-pattern text and
rules are present; guards against accidental revert.
load_reflexio_env now stores the resolved .env path in a module-level global; get_loaded_env_path() exposes it. print_startup_banner gains an optional config_paths dict that renders as a 'Config' section between the service URLs and the Logs line. HOME-prefixed paths collapse to ~/... for readability while remaining absolute in logs. Enables the enterprise run_services to surface Env / Config / Storage paths in the dev-server banner so operators can confirm which files the server actually loaded without grepping logs.
…ent for playbooks Today's extraction prompt (v1.3.0) covers fact-vs-rule separation but says nothing about the SHAPE of the trigger/content/rationale fields. Result: inconsistent playbook output — sometimes numbered inline lists with semicolons, sometimes run-on sentences, sometimes single clauses. The downstream agent has to re-parse each shape. Borrows the Agent Skills spec (agentskills.io) where skill description is the retrieval key and skill body is the on-activation instruction set — structurally identical to UserPlaybook.trigger and .content. v1.4.0 adds a new 'Playbook format' section with: - trigger rules — imperative conditional phrasing, keyword coverage, 150-300 char budget, explicit narrow/broad anti-patterns. - content rules — markdown bullet list (or numbered when order is load-bearing), verb-led instructions, self-sufficient bullets, 500-2000 char range. - rationale rules — one sentence WHY, leave empty rather than restate the content. - Concrete good/bad examples for each field, including the code-review playbook the user flagged as unstructured. Rule 6 (playbook expansion) updated to show bullet-preserving merge. Zero code/schema changes; purely prompt narrative + examples. One new sanity-render test asserts the format guidance is present. PROMPT_VERSION_MAP bumped; v1.3.0 retained with active: false.
…igger Extension of the prompt v1.4.0 work to the user → agent playbook aggregation step. The previous v2.0.0 aggregator emitted AgentPlaybook content as 'human-readable prose' (line 54 of v2.0.0) — single long sentences. Now that UserPlaybooks come in bullet-shaped from v1.4.0, the aggregator output was the odd one out. Problem: a downstream agent retrieving memory sees both UserPlaybooks (bullets) and AgentPlaybooks (prose) for the same retrieval query. Two shapes to parse; inconsistent display in any UI that shows both. v2.1.0 adds the same ## Playbook format section used in the extraction prompt, adapted for aggregation: - trigger: consolidate all input triggers into ONE imperative-conditional phrase with broad keyword coverage. - content: take the UNION of bullets across input entries, dedup semantically overlapping ones. When inputs are historical prose, re-shape to bullets on output (the aggregator is the right place to do the upgrade). - rationale: one sentence across inputs; omit rather than restate content. All 3 concrete examples at the bottom of the prompt upgraded to use bullet-shaped content so the LLM pattern-matches on the new shape. Zero code changes. Zero schema changes. PROMPT_VERSION_MAP bumped playbook_aggregation v2.0.0 -> v2.1.0. One sanity-render test guards against silent regression to prose.
The banner only showed dev_server.log, but when operators are debugging
prompt or tool-call issues they need llm_io.log first. llm_io.log is
where every agent turn / tool-call is rendered; dev_server.log is the
general log with the agent SUMMARY lines (elapsed_ms, turns, tools,
usage). Two different files for two different debugging modes.
Banner now renders:
--------------------------------------------
Dev log ~/.reflexio/logs/dev_server.log
LLM I/O ~/.reflexio/logs/llm_io.log
============================================
HOME is collapsed to ~ for both paths (consistent with the Config
section above) via a small _collapse_home helper — factored out of
the inline expression used earlier in the config_paths loop.
Aligns the granular profile-search endpoint with the rest of the user_* CRUD surface (get_user_profile, add_user_profile, delete_user_profile, search_user_playbooks, search_agent_playbooks). The previous search_profiles was the only outlier. Affects: Python client method, lib mixin, HTTP route /api/search_user_profiles, CLI subcommand reflexio user-profiles search-user-profiles, retrieval-latency benchmark, and all tests + docs. No backward-compat shim — outright rename per pre-1.0 API discipline.
…laybooks carry provenance
The agentic extraction backend was hardcoding empty strings into
UserProfile.generated_from_request_id and UserPlaybook.request_id at
commit time (tools.py:603, 616). Result: every agentic-extracted entity
had no provenance back to its source publish_interaction request, which
silently broke any downstream consumer that translates retrieved
profiles back to their originating session — most visibly the
LongMemEval recall@K metric.
The classic backend already threads request_id correctly via
service_config.request_id, embedding it into the model at extractor
time. This change mirrors that pattern in the agentic path:
1. ExtractionCtx gains a request_id: str = "" field (default empty for
backward-compat with test callers that don't have a publish in scope).
2. ExtractionAgent.run accepts request_id: str = "" and threads it into
ExtractionCtx.
3. AgenticExtractionRunner.run already had request_id as a parameter
(kept for contract parity); we drop the # noqa: ARG002 and forward
it to agent.run.
4. apply_plan_op reads ctx.request_id and embeds it into both the
UserProfile and UserPlaybook constructors.
Tests:
- 3 new unit tests in test_extraction_agent.py covering: profile
thread, playbook thread, and backward-compat default ("").
- test_agentic_v2_e2e.test_e2e_agentic_v2_full_flow strengthened with
per-profile and per-playbook provenance assertions against
result.request_id.
Verified: 93 extraction tests + 2046 full submodule non-e2e tests pass.
Lint clean. Pyright shows only 2 pre-existing import-path warnings in
tools.py unrelated to this change.
Bug: SearchMixin.unified_search hardcoded a call to run_unified_search regardless of config.search_backend. The AgenticSearchService and the underlying SearchAgent (server/services/search/) were fully implemented but unreachable from the public API — setting Config.search_backend to "agentic" had no observable effect. Symptoms verified on a 500-question LongMemEval oracle benchmark run: - recall@5 was identical to 6 decimals between classic_<x>_search and agentic_<x>_search cells across every question - "search_agent elapsed_ms=" log marker count was zero across the entire 8.5h run - search wall-time was ~500ms (hybrid SQL+vector) instead of the expected ~15-20s (multi-turn LLM tool loop) Fix: lib/_search.py::unified_search now reads config.search_backend and dispatches to AgenticSearchService.search() when it equals "agentic", or falls through to run_unified_search otherwise. The dispatcher factory build_search_service() already exists in generation_service.py:448 but couldn't be reused as-is because UnifiedSearchService (the classic side) doesn't expose a .search() method — it's just a container class. Used explicit if/else here rather than restructuring UnifiedSearchService for parity, which would be a larger refactor. Tests: - New test_dispatches_to_agentic_when_search_backend_agentic asserts the AgenticSearchService is constructed and .search() called. - New test_dispatches_to_classic_when_search_backend_classic asserts run_unified_search is invoked and AgenticSearchService is not. - Existing test_delegation_to_service updated to set mock_config.search_backend = "classic" explicitly (was a MagicMock attribute which masked the dispatch logic). Verified end-to-end on 10-question oracle SS-A smoke at concurrency=4: - search_agent log marker count: 0 → 27 - search wall: 411 ms → 17,435 ms (agentic vs classic retrieve) - recall@5 cells diverge: agentic_classic 1.000 vs agentic_agentic 0.700 (was identical pre-fix)
Bug uncovered while debugging LongMemEval-oracle SS-A cell (agentic_agentic R@5 = 0.700 vs agentic_classic R@5 = 1.000): The v1.1.0 prompt's "Re-query freely. Rephrasing, narrowing, or trying orthogonal angles is expected" was being interpreted by gpt-5-mini as "extract keywords and search". 100% of search-tool calls (50/50 in a 10-question smoke) used keyword-bag queries like "shift rotation Admon Sunday GM social media" instead of the original natural-language question. Vector recall depends on natural-language phrasing matching how the underlying memory was written; bag-of-keywords queries produce poor text-embedding-3-small embeddings. Classic search uses the literal question and gets perfect R@5; the SearchAgent was hurting itself by reformulating before the first retrieval. v1.2.0 changes: - New rule 1 (was rule 4): "First call: verbatim. Your first tool call MUST pass the user's query VERBATIM as the `query` argument." - Updated rule 5: "Re-query is for narrowing or orthogonal angles, not for paraphrasing into keywords." - Concrete bad-example callout: "shift rotation Admon Sunday". Verified on the same 10-question SS-A smoke: - Turn-1 query distribution: 100% keyword-bag → 95% natural-language. - agentic_agentic R@5: 0.700 → 0.778 (+0.08). - agentic_agentic SS-A accuracy: 30.0% → 33.3% (+3.3pp). Deactivated v1.1.0 (active: false). Bumped PROMPT_VERSION_MAP entry to v1.2.0 in tests/server/services/test_prompt_model_mapping.py.
…t, cap tool budget to <=3, require explicit grounding and temporal handling, and add concise answer formatting and aggregation rules
Cap the extraction agent's tool-loop at 4 rounds (was 12) and the search
agent's at 3 rounds (was 10), and surface that cap into the prompt as a
template variable so the LLM agent plans accordingly.
Why: per benchmark profiling, both agents routinely use 5-8 rounds when
the productive shape is search → batch creates → finish (3 rounds for
extraction; 1-2 search calls + finish for search). The accumulated
tool-call history dominates input tokens by round 4, so capping early
cuts ~30-50% of per-call wall time.
The prompt change is materially load-bearing:
- Without the {max_steps} variable, the agent doesn't know its budget
and may fall short of finish() when the loop terminates early.
- With it, the agent batches creates into one turn and reserves the
last round explicitly for finish().
Floor analysis: extraction needs 3 (search → create → finish); search
needs 2 (search → finish). The 4 / 3 caps leave one optional round each
for follow-up searches.
Tests updated: prompt-render tests pass max_steps so the prompt manager
doesn't reject as missing-variable.
…l phrase matching and session-first heuristics, and reinforce existing grounding and budget rules to reduce rounds and improve temporal/count accuracy
…s and templates, emphasize inspecting top-5 snippets for missing atoms, and reinforce temporal/count handling while preserving core rules
…trengthen snippet inspection checklist, enforce targeted single follow-ups, and emphasize temporal/count handling to reduce reformulation loss and improve recall
…able-item guidance, and a rule to preserve temporal markers; reinforce single-fact profiles and content formatting (markdown bullet list, imperative conditional phrasing).
…phasize date encoding and atomic facts; keep required phrases and tighten playbook/profile separation
…xplicit pre-create checklist and temporal examples, and emphasize atomic facts and playbook formatting
…rules: require copying dates/ids verbatim, prefer enumeration of unique names for counts, add full-metadata follow-up template, inspect top ~10 for counts/temporal queries, and emphasize existing core constraints
…lity
profile_id was a full 36-char str(uuid.uuid4()) — error-prone for smaller
LLMs (gpt-5-mini and below) to copy verbatim from a search result back
into a delete/update tool argument. Switch to 12 hex chars (~2.8e14
unique values via uuid.uuid4().hex[:12]).
Why 12: short enough that LLM transcription is high-fidelity; long
enough that birthday-paradox collisions are vanishingly small at any
realistic per-user scale. PRIMARY KEY constraint catches the rare
collision and fails loudly.
Why only profile_id: playbook ids are INTEGER autoincrements (already
LLM-friendly); interaction_id and request_id aren't passed back as tool
args so their format doesn't affect agent reliability.
Existing UUID profile_ids in storage continue to work — they're still
valid TEXT primary keys. New profiles get the short format. Benchmarks
that wipe + re-ingest will be 100% short-id immediately.
Two call sites updated:
- extraction/tools.py:596 (agentic backend)
- profile/profile_extractor.py:282 (classic backend)
Both go through new helper extraction.tools.new_profile_id().
Test brittleness fixes (unrelated to id change but surfaced by Phase 27
iter-2 prompt rewrite): two extraction-agent prompt-content tests were
asserting on specific example strings ("prefers no code review...",
'"When …"') that the proposer is allowed to evolve. Relaxed those to
assert on the load-bearing rule wording instead.
The agentic_search service was coercing missing user_id and agent_version to empty strings before passing them to SearchAgent. Empty user_id then flowed through to storage operations — SqliteStorage would query with WHERE user_id='' (cross-user data leakage potential), DiskStorage would write to an unintended path. Surface the bug at the boundary instead of silently degrading. Addresses CodeRabbit review feedback on PR #34 (Critical).
Source fixes - run_tool_loop: respect max_steps in fallback path; use per-tool monotonic clock for ToolLoopTurn.latency_ms instead of turn-start (per-tool timings were inflated by model latency + earlier tools). - service_utils._format_tool_calls: fall back to repr() when args are not JSON-serialisable so the logging path can never raise. - extraction tools.commit_plan: validate DeleteUserPlaybookOp.id before int() coercion and raise a clear TypeError instead of leaking ValueError. - config_schema._migrate_field_names: strip null extraction_backend / search_backend so existing stored configs deserialize with defaults. - _TZAwareFormatter docstring: update example to match runtime output (ISO extended offset + optional TZ abbreviation). - extraction prompt v1.1.0: use entity-specific tool names in the supersession / profile-merge rules (delete_user_profile, etc.). Eval suite hardening - judge.py: constrain JudgeScore floats to [0, 1] via Field(ge, le). - conftest._load: sort golden cases by YAML 'id', fail loudly when a case has no id (previously sorted by filename, which silently desynced when filenames drifted). - judge_prompts: align rubric prompts with the JudgeScore schema — fold nuance / must-not-violated guidance into the existing signal_f1 / answer_correctness fields rather than emitting unrequested keys. - mixed_ttl golden case: use schema-valid TTL values (infinity, one_week) instead of 'persistent' / 'short_term'. - test_aggregate: pytest.approx for float means, bound p95 latency asserts top + bottom so overestimation fails. Test coverage - test_domain_entities: assert source_span and notes (not just reader_angle) on the optional-field positive paths. - test_tools: assert known_ids actually grew on the search-handler populates_known_ids tests. - test_generation_service_dispatcher: drop ImportError skip so a broken AgenticSearchService import surfaces immediately. - test_agentic_search_service: align org_id between RequestContext and the temp_storage fixture; pass agent_version on UnifiedSearchRequest to satisfy the API-boundary check. - test_agentic_v2_e2e: scope OPENAI_API_KEY env mutation to client construction via patch.dict so it can't leak between tests. - test_agentic_adapter: switch the soft-violation case to code 'E' (B is hard per invariants.py) so the soft-handling test is real.
The previous commit 5ad98e9 added validation that rejected empty request.agent_version with 500 errors. Only request.user_id has data-isolation implications (it scopes ALL storage operations); agent_version only scopes AgentPlaybook reads, which are read-only and where empty == 'no scope filter, return any agent_playbook'. The benchmark's client.search() doesn't pass agent_version, so the strict validation caused 500s on every retrieval call. Keep the user_id check, drop the agent_version check, default to '' inside the agent.run() call.
Add 'reflexio setup openai-codex' — a self-contained PKCE OAuth flow against auth.openai.com that lets reflexio sign in with the user's ChatGPT subscription and persist tokens to ~/.reflexio/auth/openai-codex.json. What this replaces: the codex proxy previously read tokens from ~/.openclaw/agents/main/agent/auth-profiles.json, making reflexio depend on the OpenClaw CLI to refresh OAuth state. Now reflexio owns its own OAuth flow + token storage, no external CLI required. What's in this commit (OS submodule): - reflexio/cli/codex_auth.py — token store + PKCE + browser-callback + refresh logic. Pure stdlib (urllib, http.server, secrets, hashlib). Tokens persist with 0600 file mode, 0700 dir mode where the filesystem supports it. - reflexio/cli/commands/setup_cmd.py — new 'setup openai-codex' subcommand with --no-browser, --timeout, --show, --logout flags. --show surfaces email/plan_type/expiry; --logout deletes the token file; default flow opens browser, captures the callback on localhost:1455, exchanges code for tokens, persists, and warms the refresh path so any clock skew is caught at sign-in time. - tests/cli/test_codex_auth.py — 13 unit tests covering PKCE pair generation (RFC 7636 shape, uniqueness), JWT decoding (with and without padding, malformed rejection), token-from-OAuth-response derivation (account_id / plan_type / email / expires_at, including fallback to expires_in when JWT lacks exp), token storage round trip + behaviour on missing/malformed files, expiry-with-lead-time threshold logic, and authorize-URL parameter completeness. The OAuth client_id, issuer, redirect URI, and scopes are derived from codex-rs source code (codex-rs/login/src/server.rs DEFAULT_ISSUER, codex-rs/login/src/lib.rs CLIENT_ID export) and verified against the JWT we already had in OpenClaw's auth-profiles.json (shared client_id == app_EMoamEEZ73f0CkXaXp7hrann).
A. T-R schema (typed dates field): - Add dates_mentioned: list[str] to UserProfile, UserPlaybook, ProfileView, UserPlaybookView (and converters). - Plumb a dates argument through CreateUserProfileArgs / CreateUserPlaybookArgs, CreateUserProfileOp / CreateUserPlaybookOp, and apply_plan_op. - SQLite: add dates_mentioned TEXT column (CREATE TABLE + idempotent ALTER TABLE migration), JSON-serialize on INSERT/UPDATE, parse back on row→model, append to FTS body so date queries hit profiles/playbooks. - Disk storage: Pydantic auto-serializes the new optional field. - Bump extraction_agent prompt to v1.5.0 with explicit guidance to populate the typed dates argument alongside the inline ISO date in content. B. enable_agent_answer toggle (search-only mode): - Add enable_agent_answer: bool | None = False to UnifiedSearchRequest, mirroring the enable_reformulation pattern. - SearchAgent constructor accepts the flag; when False, ctx.search_answer is dropped and the response carries agent_answer=None. SearchResult.answer becomes str | None. - SearchFinishArgs.answer is now Optional so the agent can call finish() with no synthesis in search-only mode. - Bump search_agent prompt to v1.3.0 with a conditional block that branches finish() behaviour on enable_agent_answer. - Default is False everywhere — UnifiedSearchViewResponse already strips agent_answer at the API boundary, so callers see no change unless they opt in explicitly. Tests: - 3 new extraction-agent tests asserting dates thread end-to-end (profile, playbook, default-empty backward compat). - 4 new storage tests (round-trip, default empty, FTS-by-date, migration idempotency on a pre-migration DB). - 3 new search-agent tests (search-only None answer, prompt branches by flag in both modes). - Existing tests that asserted on agent_answer set enable_agent_answer=True to keep their original intent. - PROMPT_VERSION_MAP updated for both agent versions.
The "one fact per profile" invariant already enforces single-event semantics, so a single date per fact (rather than a list) is the right shape. Multi-date events (trip start + trip end, recurring anniversaries) are split into multiple profiles by the extraction prompt. Benefits over the list: - Simpler tool-call surface — LLM no longer has to decide whether to wrap a single value in []. - Aligns with atomicity: one fact -> one date. - Storage stays as a TEXT column; FTS append becomes a single string instead of an iteration. - Future-proof: widening str -> list[str] later is additive; narrowing list -> str would be lossy. Touches schema (UserProfile, UserPlaybook, view models + converters), tool args (CreateUserProfileArgs, CreateUserPlaybookArgs), plan ops, apply_plan_op, SQLite (DDL column rename, idempotent ALTER TABLE, INSERT/UPDATE/FTS), the extraction_agent v1.5.0 prompt examples, and tests for round-trip, FTS, migration, and the extraction agent thread. The migration auto-adds `date_mentioned TEXT` on existing DBs. Local dev DBs that already had the previous `dates_mentioned` column from the prior commit will retain it dormant (idempotent migration is forward-only); the new column gets populated going forward.
…table extraction with temporal examples while preserving playbook format and core invariants.
Phase 27 iter 0 baseline on oracle (post-schema-change) showed T-R = 0/6,
identical to the prior baseline before the field existed. The locked decision
rule was: keep iff iter 0 shows T-R >= 1/6. It didn't, so revert.
Diagnostic: recall@5 = 98.7% in iter 0 — retrieval surfaces the right
profiles already, including profiles whose content carries dates inline
("user attended X on YYYY-MM-DD"). The bottleneck is the answer LLM, which
still can't reason temporally even when the dates are reaching it. A typed
field at the storage layer doesn't fix that.
The Section B work (enable_agent_answer toggle, search_agent v1.3.0) stays
intact — it's an independent improvement and isn't tied to the typed field.
Reverts:
- UserProfile / UserPlaybook: drop date_mentioned
- ProfileView / UserPlaybookView: drop date_mentioned
- to_profile_view / to_user_playbook_view: drop the converter line
- CreateUserProfileArgs / CreateUserPlaybookArgs: drop date arg
- CreateUserProfileOp / CreateUserPlaybookOp: drop date field
- _handle_create_user_profile / _handle_create_user_playbook: revert call sites
- apply_plan_op: revert profile/playbook construction
- SQLite schema: drop date_mentioned column from CREATE TABLE
- _migrate_date_mentioned: removed
- INSERT/UPDATE/FTS: drop the column and FTS-append paths
- _row_to_profile / _row_to_user_playbook: drop the field
- extraction_agent: drop v1.5.0 prompt, restore v1.4.0 active=true
- search_agent v1.3.0: drop the date_mentioned mention
- PROMPT_VERSION_MAP: extraction_agent back to v1.4.0
- 7 tests removed (3 extraction agent, 2 storage contract, 2 SQLite)
Phase 28 follow-up: T-R needs answer-LLM-side work, not extraction-side.
Probably a date-aware "given these dated profiles, compute X" prompt for
the answer model, OR session-metadata that the LLM can scan without
relying on profile content.
Summary
Adds an agentic (single-loop, tool-calling) alternative to the classic extraction and search pipelines. Opt-in via
Config.extraction_backend="agentic"/search_backend="agentic"; defaults unchanged.ExtractionAgent— one adaptive agent loop per enabled (extractor_config × window). Drivesrun_tool_loopoverEXTRACTION_TOOLS(search / get / create / delete user profile + user playbook + finish), accumulatesPlanOps onExtractionCtx.plan, and applies them atomically at commit time through deterministic invariants.SearchAgent— read-only mirror; returns a typedSearchResult(answer, outcome, budget_exceeded, trace).AgenticSearchService.searchwalks the trace, harvests entity IDs, and populatesUnifiedSearchResponse.{profiles,user_playbooks,agent_playbooks}plus the new.agent_answerfield.BaseStoragemethods — no new storage API.Asearch-before-create,Bdelete-known-id-only,Dplan-size cap,Eno-duplicate-create,Fno-duplicate-delete,Hsource_span present,Jscope-match,Kdeletes-without-creates. Plus a pre-invariant resolver that cancelscreate + delete-of-tentative-idpairs (self-correction oscillations).Diagrams
Classic vs agentic — extraction flow
Classic: single-shot LLM per configured extractor, post-hoc LLM-based deduplication. Agentic: one adaptive agent loop per extractor × window, plan+commit with deterministic invariants.
Classic (
extraction_backend=classic) — single-shot LLM per configured extractor, post-hoc LLM-based deduplication:graph TD C1[publish_request] --> C2[pre-flight gate<br/>_cheap_should_run_reject] C2 -->|pass| C3[ProfileGenerationService<br/>single-shot LLM per config] C2 -->|pass| C4[PlaybookGenerationService<br/>single-shot LLM per config] C3 --> C3d[ProfileDeduplicator<br/>LLM-based dedup pass] C4 --> C4d[PlaybookDeduplicator<br/>LLM-based dedup pass] C3d --> C5[(profiles)] C4d --> C6[(user_playbooks)] C6 --> C7[PlaybookAggregator<br/>user → agent_playbooks]Agentic (
extraction_backend=agentic) — one adaptive agent loop per extractor × window, plan+commit with deterministic invariants:graph TD A1[publish_request] --> A2[pre-flight gate<br/>_cheap_should_run_reject] A2 -->|pass, for each<br/>extractor_config| A3[ExtractionAgent.run<br/>run_tool_loop] A3 -->|tool calls| A4{atomic tools} A4 -->|read| A4r[search_* · get_*] A4 -->|mutate| A4m[create_* · delete_*<br/>→ ctx.plan] A4r --> A3 A4m --> A3 A3 -->|finish / max_steps| A5[commit_plan] A5 --> A6[resolve tentative-id<br/>oscillations] A6 --> A7[hard + soft invariants] A7 --> A8[apply_plan_op] A8 --> A9[(profiles)] A8 --> A10[(user_playbooks)] A10 --> A11[PlaybookAggregator<br/>unchanged] style A5 fill:#d0ecd8 style A6 fill:#d0ecd8 style A7 fill:#d0ecd8Key structural shifts:
ctx.plan;commit_planapplies the plan atomically only after the loop terminates.PlaybookAggregatortrigger is preserved identically across both backends.Why agentic over classic?
The classic pipeline is a single-shot LLM per extractor (+ RAG for search) with a post-hoc LLM-based deduplication pass. It ships a lot of state into one prompt and hopes the model gets everything right in one pass. Five failure modes surfaced in the Supermemory literature (and directly exercised by the Group 2 eval fixtures) illustrate where this breaks — and how the agentic design mitigates each:
Structural benefits beyond the failure modes are detailed in the
commit_plansection below (atomic cancellation, commit-time invariants, incremental cost, auditability).Trade-off honesty: agentic has more LLM turns per run than classic's single-shot. The bet is that looping over a narrow tool surface with commit-time invariants is a net win on quality and correctness vs. a single larger prompt with post-hoc cleanup. Group 1/2 real-LLM eval runs will quantify the trade-off; default-flip from
classic→agenticis gated on those numbers.Agent loop shape
commit_plan— the atomic commit stageThe agentic extraction pipeline separates planning from persistence. During the agent loop, mutation tools (
create_user_profile,create_user_playbook,delete_user_profile,delete_user_playbook) don't touch storage — they appendPlanOps toExtractionCtx.plan. Once the agent callsfinish(or the loop hitsmax_steps),commit_plan(ctx, storage, outcome)runs a deterministic pipeline:create + delete-of-tentative-idpairs and cancel both — the agent changed its mind mid-run, so the net effect is zero writes.user_id/extractor_name.source_span.apply_plan_op— each op dispatched to the rightBaseStoragemethod (add_user_profile,delete_profiles_by_ids,save_user_playbooks,delete_user_playbooks_by_ids).CommitResult(applied, violations, outcome)for the caller to surface as warnings.Why plan+commit instead of direct writes?
ProfileDeduplicator/PlaybookDeduplicatorafter the orchestrator finishes, re-prompting an LLM to find duplicates. The agentic path folds that discipline into the loop via invariant A (search-before-create) — the agent is required to look before it writes, so duplicates don't enter storage in the first place.max_stepsanderroroutcomes both go through the same commit path. Onerrorthe plan is discarded; onmax_stepsthe plan commits as if the agent had called finish — best-effort partial progress per spec §7.ExtractionCtx. 24 unit tests intest_invariants.pyexercise every code / severity / drop-set combination without touching storage or LLMs.CommitResult.violationsis the single source of truth for "what the agent tried but was prevented from doing" — surfaced to callers as warnings and logged at INFO with the affected op indices.Architecture iteration history (Phase A → v2 single-loop)
The first round of agentic landed as the spec described: 6 reader agents per lane + 2 critics + a reconciler for extraction; 6 search agents + 2 synthesizers + reconciler for search. Telemetry from the Group 3 fixtures and early benchmark runs showed that complexity wasn't pulling its weight, so this PR also lands the v2 single-loop refactor that strips the architecture down to one extraction agent and one search agent driven by the same
run_tool_loopprimitive.What was removed (commits
5f0bcaf,d35da1d,ffc6a71,8052df8):prompt_bank/profile_reader_*,prompt_bank/playbook_reader_*).critics.py—ProfileCritic,PlaybookCritic,Reconciler, and the_supersede/_mergehelpers (subsumed by atomic delete + create tools, gated by the same invariants).SearchAgentand an answer-trace harvester.ProfileDeduplicator/PlaybookDeduplicator(replaced by invariant A at commit time).What replaced them (commits
bab6e62,91319de,690dccc,e5cc383,17e08ba):extraction_agent.py::ExtractionAgent.run(window, extractor_config)— one tool-calling loop per (extractor × window).search_agent.py::SearchAgent.run(query)— one tool-calling loop per query, returning a typedSearchResult.agentic_adapter.py::AgenticExtractionRunnerrewritten for the single-loop shape;BaseGenerationService.run's per-extractor iteration is preserved (multi-extractor workflows still scale linearly).HandlerBundlepromoted to a stable contract for tool handlers;search_answertyped end-to-end.The v2 design spec lives at
docs/superpowers/specs/2026-04-24-agentic-v2-single-loop-design.md; the original Phase-A spec stays in-tree for context.Prompt + tool tuning iterations
Once the v2 architecture stabilised, prompts and tool-loop budgets were tuned against the LongMemEval golden set. The relevant commits:
max_stepsbudgets + budget-in-prompt —0abaa50caps extraction at 4 and search at 3 by default and threads the budget into the prompts so the agent reasons about its remaining tool calls.863df90rewrites the search prompt to copy dates / IDs verbatim, prefer enumeration of unique names for counts, and inspect the top-10 snippets when the query is temporal or count-shaped. Tuning iterations7b44ae4,081628b,3a6c74d,38c2565,bd47944.c462b64), structured trigger + markdown-bullet content for playbooks (c1d02e6), aggregator v2.1.0 (6d5df02), then iter 1–3 tightening (b4d3560,c73852b,0a046c5) for temporal markers, countable items, and the pre-create checklist.93efc71rewrites both system prompts so the agent explicitly reasons about what changed in storage between turns.166418fsplits extraction tools and prompts per entity kind so the agent's mental model of "whatcreate_*does to which table" is concrete instead of templated.The reviewer-facing changelog is the prompt-bank diff plus the LongMemEval-S spot-check report on the enterprise PR.
Logging + observability
ac15700adds an INFO-level summary at the end of each agentic pipeline run (elapsed wall-clock, total turns, prompt + completion tokens, cost, model). Same shape for extraction and search.llm_io.log—c47bde2,1fa9091,3a53729route tool-call requests and responses throughformat_messages_for_loggingso the round-trip is reconstructible from the log.122490b+95808easwitch logging to ISO 8601 extended offset (-07:00) and append the local TZ abbreviation when tzdata is available; falls back to+00:00on minimal containers.465c4edwiresuvicorn.accessthrough the same formatter so request logs share the same timestamp shape as the agent'sllm_io.log.Profile_id shortening (12-hex)
f8ba5b4shrinks the profile id from a long opaque slug to 12 hex characters. The motivation is LLM tool-call reliability: with the longer slug, gpt-5-mini occasionally truncated or fat-fingered the id when emittingdelete_user_profile(id=...), causing invariant B violations and forcing wasted re-search turns. The 12-hex form is short enough to copy reliably and large enough (4.7 × 10^14 namespace) to keep collision risk per user negligible.5926766standardises the infinity-TTL sentinel toNEVER_EXPIRES_TIMESTAMPso storage layers don't paper over the change with magic numbers.API rename:
search_profiles→search_user_profilesBundled into this PR (commit
9336495). Aligns the granular profile-search endpoint with the rest of the user_* CRUD surface (get_user_profile,add_user_profile,delete_user_profile,search_user_playbooks,search_agent_playbooks). The previoussearch_profileswas the only outlier.Affects: Python client method
ReflexioClient.search_user_profiles, lib mixin, HTTP route/api/search_user_profiles, CLI subcommandreflexio user-profiles search-user-profiles, retrieval-latency benchmark, all tests + docs. No backward-compat shim — outright rename per pre-1.0 API discipline.Bug fixes shipped alongside
9a82308— wiresAgenticSearchServiceinto the public/api/searchpath (was reachable only via the dispatcher).b3e3986—request_idnow threads throughExtractionCtxso agentic-created profiles + playbooks carry the same provenance as classic.5ad98e9—AgenticSearchService.searchrejects emptyuser_id/agent_versionat the API boundary instead of silently coercing to empty (would have leaked across users on SqliteStorage).fb8f999— agentic search handlers now compute the query embedding (was missing for the FTS-only path).a8de04f—apply_plan_opderivesexpiration_timestampfrom the requested TTL (previously left at 0 for non-infinity TTLs).e0e9651— pre-invariant resolver incommit_plancancels create + delete-of-tentative-id oscillations.6763330— structured-output retries:_make_requestparse failures burn a retry attempt instead of returning raw content (mitigates MiniMax JSON flakiness).CodeRabbit review-loop fixes
f7485b3addresses the substantive comments from the CodeRabbit review:run_tool_loop: respectmax_stepsin the fallback path; per-toollatency_msis now measured from a per-tool clock instead of the turn-start clock (fixes inflated late-tool timings)._format_tool_calls:json.dumps(parsed_args)is wrapped with arepr()fallback so the logging path never raises on non-serialisable arguments.commit_plan: validateDeleteUserPlaybookOp.idbeforeint()and surface a clearTypeErrorfor non-numeric ids._migrate_field_names: strip nullextraction_backend/search_backendso existing stored configs migrate cleanly.JudgeScorefloats constrained to[0, 1], golden cases sorted by YAML id (not filename), rubrics aligned with theJudgeScoreschema, mixed-TTL fixture uses schema-valid enum values.source_spanandnotesasserted on positive-path domain-entity tests,known_idsasserted on the search-handler tests, soft-violation case intest_agentic_adapterswitched to codeE(wasB, which is hard).Test plan
eval_runner.run_fixture(includesoscillated_self_correctionexercising create + delete-of-tentative-id cancellation).test_agentic_v2_e2everifies the fullGenerationService.runflow (pre-filter → per-extractor iteration →ExtractionAgent→ commit →PlaybookAggregatortrigger).test_litellm_client_unit.py::TestStructuredOutputRetry(malformed-JSON burns a retry; final attempt raisesLiteLLMClientError).Out of scope
classictoagentic— manual decision gated on golden-set eval.output_pending_statuscurrently only flows through classic services.