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Release: demo materialization, agentic retrieval refactor & hardening fixes - #49

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suguanYang merged 23 commits into
mainfrom
staging
May 13, 2026
Merged

suguanYang merged 23 commits into
mainfrom
staging

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@suguanYang

@suguanYang suguanYang commented May 13, 2026

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Summary

  • Demo document materialization — New API-owned demo documents (TSLA Q4 2025 financial report) with full materialization service, chunks, images, tables, navigation, and contract tests
  • Agentic retrieval refactor — Clean up dead tool code, fix NameError in discovery select step, refactor orchestrator/tools/policy, add budget module, and explicitly handle self_only mode
  • Hardening fixes — Fix user balance initialization idempotency, qstash webhook delivery state reconciliation, document chunk preservation, job date filter normalization, auth enforcement, and credits billing log downgrade

suguanYang and others added 20 commits May 11, 2026 19:38
* fix: optimize agentic rag evidence rendering and navigation

* chore: fix ruff lint errors

* fix: resolve typecheck errors for agentic orchestrator

* docs: update AGENTS.md with current 3-phase agentic navigation and hydration logic

* fix: resolve agentic retrieval CodeQL findings

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Co-authored-by: suguanyang <wangbinqi77@gmail.com>
* feat: add API-owned demo document materialization

* fix: harden demo materialization publication

* fix: harden demo materialization edge cases

* fix: harden demo materialization previews
…factor

Merge API-owned demo documents into staging
Resolve Issue #41: Fix discovery hydration NameError and stabilize agentic retrieval rendering
Resolve conflicts by keeping staging's agentic retrieval refactoring
(BudgetLedger, token tracking, reparent_leaf_content) intact over
main's divergent copies from PRs that bypassed staging.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Comment thread packages/shared-python/shared/services/retrieval/agent_navigate.py Fixed
Comment thread packages/shared-python/shared/services/retrieval/agent_navigate.py Fixed
Comment thread packages/shared-python/shared/utils/token_estimate.py Fixed
asset_url was removed from the regular document chunk API responses
in PR #46. The contract test now uses file_path instead.
fix: resolve CodeQL redundant comparison and empty except warnings
@suguanYang
suguanYang merged commit a39ba42 into main May 13, 2026
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3 participants