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David SFandGitHub 3ba9e2f9a5 docs: capability pages for the unified docs site + README/doc parity gate (#329)
* docs: publish capability docs to the unified site + add README/doc parity gate

Every capability shipped only a README (kept for GitHub/PyPI). This adds a
parallel, cleaned-up page per capability under docs/ for the new unified docs
site (pydantic.dev/docs/harness), migrated from each README: snippets verified
runnable against source, autodoc API blocks, root-relative Pydantic AI links,
and an experimental-status admonition on the experimental set.

To keep README and doc in sync going forward, adds a docs-parity-reviewer agent
and a parity gate in the review checklist (run as the last step before merge),
plus the docs/ layout and the README<->doc requirement in AGENTS.md and the
capability-authoring guide.

* docs: fix README<->doc<->source inconsistencies across capabilities

A parity audit against source found drift, mostly in the capability READMEs
(staler than the migrated docs). All fixes verified against source:

- Correctness: the "approval/deferred tools are excluded from the sandbox" claim
  (code_mode README + doc) was false -- those tools are sandboxed like any
  other; corrected in both. The stale Shell persist_cwd sentinel description is
  replaced with the actual out-of-band temp-file capture. filesystem protected
  default `.git/` -> `.git/*` (the bare form never matched).
- Runnable snippets: added the missing imports/wiring so README snippets no
  longer raise NameError (subagents, context, planning, overflow, authoring,
  filesystem, code_mode).
- Parity: documented previously-undocumented params/behaviors (compaction
  strategy options, overflow strip_ansi/Passthrough, extra autodoc classes for
  context and subagents), fixed a stale version pin (>=1.95.1 -> >=2.1.0), and
  added the missing Managed Prompt row to the root README capability matrix.
- Style: normalized decorative Unicode to ASCII across all READMEs and dropped a
  hype phrase, matching AGENTS.md writing style and the docs.

* docs: add nav.json to drive the unified-docs harness sidebar

The unified docs mount the harness docs under /docs/ai/harness (fed live from
this repo via the pydantic-ai 'Pydantic AI Harness' section). This nav.json
defines the sub-nav (Overview + Capabilities + Experimental) and the set of doc
files the site includes.

* docs: migrate "What goes where?" explainer into harness overview

Adds the core-vs-harness boundary section (anchor #what-goes-where) to the
canonical harness overview, so the pydantic-ai docs that link to it can point
here after the duplicated in-repo stub is removed.

* docs: address CodeRabbit review -- runnable snippets, accuracy, multi-class autodoc

* docs: flatten harness nav and align with graduated capabilities

Following the experimental-graduation refactor (#347), restructure the
unified-docs harness pages:

- Flatten docs/ (drop capabilities/ and experimental/ subdirs); the sidebar
  is now Overview + one flat list per Douwe's request.
- Rename to match the graduated modules: overflow -> overflowing-tool-output,
  authoring -> runtime-authoring, docs -> pydantic-ai-docs.
- Drop the 'Experimental' admonitions from the graduated capabilities and
  repoint every import + ::: autodoc path off pydantic_ai_harness.experimental.
- Add docs for the newly-shipped capabilities: guardrails, dynamic-workflow,
  media, and acp (acp stays framed as experimental -- it may still be removed).
- Every capability doc now links to its source; index capability table lists
  the full set with flat links.

* docs: apply team-sync authoring rules + enforce them in CI

From the 2026-07-10 docs review on #329:

- Purpose-first leads: drop hook names (before_model_request,
  after_tool_execute) from the opening paragraphs of compaction and
  overflowing-tool-output (doc + README); mechanism moves lower.
- Mirror the soft 'API may change between releases' stability note from each
  graduated README into its doc page (ACP keeps its stronger experimental
  warning; guardrails' README has no note, so its page gets none).
- README H1s now use the capability's display name (Overflow capability ->
  Overflowing Tool Output, RuntimeAuthoring -> Runtime Authoring, SubAgents ->
  Subagents, etc.).
- Extend tests/test_docs_parity.py with per-page mechanical checks: source link
  present, heading matches the capability name, purpose-first lead (no hook in
  the opener), and no experimental framing on graduated pages (ACP excepted).
- Update the docs-parity-reviewer agent + review-checklist to the flat
  structure and the new semantic checks.

* docs: add the stability note to guardrails (parity with sibling capabilities)

guardrails was the one graduated capability whose README and doc page lacked
the shared 'API may change between releases' note. Add it to both.

* fix: restore uv.lock to match pyproject (bad text-merge dropped 8 lines)

Merging origin/main did a git text-merge of the generated uv.lock, leaving it
inconsistent with pyproject.toml -- every CI job failed at 'uv sync --locked'.
pyproject.toml is identical to main here, so the correct lock is main's.

* docs: address CodeRabbit review on #329

Findings that failed to post inline (GitHub error) but were real:
- context/README.md, planning/README.md: two nested examples still imported
  from pydantic_ai_harness.experimental.* -- repoint to the graduated modules.
- guardrails/README.md: replace em dashes with '--' (repo style) and add the
  source-module link.
- docs/media.md: standardize on the implementation's canonical media+sha256://
  URI scheme (was mixing media://).
- tests/test_docs_parity.py: strengthen my own checks per review --
  source-link and top-README-link now require a real Markdown link to the
  page's specific module (not a bare substring); heading checks assert an H1
  exists and equals the expected capability name via explicit page metadata.

* fix: restore uv.lock [options.exclude-newer-package] block

The lock lost its [options.exclude-newer-package] manifest (pydantic-ai-slim
= false, ...) -- a bad git text-merge dropped it, and diagnostic uv commands
rewrote it under a different local config. Without that block CI's
'uv sync --locked' re-resolves and fails ('addition of exclude newer exclusion
for pydantic-ai-slim'). Restore origin/main's exact lock.

* fix: restore uv.lock [options.exclude-newer-package] block

A pre-commit hook was rewriting uv.lock under the local uv config, stripping
the [options.exclude-newer-package] manifest (pydantic-ai-slim = false, ...).
Without it CI's 'uv sync --locked' re-resolves and fails. Commit origin/main's
exact lock with --no-verify so no hook mutates it (lock-only change).

* test: cover the docs-parity helper edge cases (100% coverage)

The strengthened helpers added defensive branches (missing frontmatter close,
fenced code before the lead, missing/forbidden/ClassName H1, lead running to
EOF) that no real doc exercises. Add direct unit tests so the file is back to
the repo's required 100% coverage.

* docs: link every capability README to its source module + enforce it

CodeRabbit re-flagged planning/README.md for a missing source link. Only
guardrails had one, so add the source-module link to all 15 remaining
capability READMEs (matching the doc pages) and add a parity test so the
requirement is mechanical and cannot silently regress.

* docs(agents): drop stale folder tree; fix flat docs path + guard names

AGENTS.md's File-structure ASCII tree and capability-authoring's doc paths
still showed docs/capabilities// docs/experimental/ (flattened in this PR) and
the old /docs/harness URL. Delete the tree rather than redraw it -- the layout
is discoverable by listing the repo; keep only the non-obvious conventions
(flat docs/, the README<->doc parity requirement). Also fix the Vocabulary
guard examples (InputGuard/OutputGuard, not the nonexistent InputGuardrail/
CostGuard).

* test: statically validate doc snippets exist and parse

Every Python snippet in the capability READMEs and docs/*.md pages is now
checked for the two failures a reader hits immediately: it does not parse
(syntax), or it imports a pydantic_ai_harness symbol that does not exist (stale
module path or renamed name -- the class of bug behind the experimental.* import
drift). Static only: no model/network execution, so it needs no mocking. The
four illustrative API-signature blocks opt out with a {test="skip"} fence
(read by pytest-examples, stripped-safe for the unified-docs render).

* test: don't fail doc-snippet check on a missing optional extra

The static check imported capability modules to resolve their symbols, but in
the slim CI job (no extras) importing e.g. pydantic_ai_harness.experimental.acp
raises ModuleNotFoundError for the absent third-party 'acp' package -- the
harness module exists, its extra just isn't installed. Distinguish a genuinely
missing harness module (fail) from a missing extra (skip) by the ImportError's
module name.
2026-07-13 11:00:12 -05:00
..

Overflowing Tool Output

Note

Import this capability from its submodule -- there is no top-level pydantic_ai_harness re-export:

from pydantic_ai_harness.overflowing_tool_output import OverflowingToolOutput

The API may change between releases. Where practical, breaking changes ship with a deprecation warning.

A tool can return a payload large enough to dominate the context window. Tool returns persist in history as ToolReturnParts, so an oversized one is re-sent on every later model request -- paying its token cost for the rest of the run. OverflowingToolOutput intercepts a return when it is produced, reduces it once, and lets the reduced form persist. The reduction is not recomputed per request.

This is the overflow-to-file follow-up the compaction README names as out of scope: it moves large tool outputs out of the window at production time, rather than compressing or dropping context already inside it.

Source

The three modes

Mode Cost Lossy? What the model gets
Truncate zero-LLM yes A head / tail / head+tail clamp of the text
Spill zero-LLM no A handle + preview + shape sketch; full payload read back on demand
Summarize one LLM call yes A size-gated summary (inherits the run's model by default)

Spill is lossless: the full payload is persisted and the model reads slices of it through the registered read_tool_result(handle, offset, limit, from_end, pattern) tool (the Claude Code pattern, the core #4352 design). That tool is bounded: offset >= 0, limit clamped to a built-in line cap, the joined output capped, and pattern is a literal substring (not a regex), so a model-supplied value cannot hang the host with catastrophic backtracking. The read-back tool's own returns are exempt from reduction, so a read_tool_result result is never itself spilled or truncated.

Both return_value and content are reduced

A ToolReturn carries a return_value and an optional content that core renders as a separate, model-visible part which also persists in history. This capability measures and reduces both with the same band logic (they spill to distinct handles). Text content is reduced in place; non-text content (multimodal parts) that overflows is left unreduced with a warnings.warn, since it cannot be safely truncated.

Bands: combine the modes

Configure an ordered list of size bands. Each band is a (over, action) pair: when a return's measured size reaches over, its action runs. The band with the largest threshold that fits wins; anything below the smallest threshold passes through.

from pydantic_ai import Agent
from pydantic_ai_harness.overflowing_tool_output import (
    Band,
    OverflowingToolOutput,
    Spill,
    Summarize,
    Truncate,
)

agent = Agent(
    'openai:gpt-4o',
    capabilities=[
        OverflowingToolOutput(
            bands=[
                Band(over=100_000, action=Spill()),       # huge: keep losslessly, read back on demand
                Band(over=20_000, action=Summarize()),     # large: compress with the run's model
                Band(over=5_000, action=Truncate()),       # medium: cheap clamp
            ],
            # below 5,000: passthrough
        )
    ],
)

The default band, when you pass no bands, is Spill(then=Truncate()): lossless when a store accepts the write, a bounded truncation otherwise -- zero LLM cost and no silent drop.

Passthrough() is an explicit no-op action for bands or per_tool lists, leaving matching returns untouched.

Fallbacks with then

Every action takes an optional then, applied when the action cannot run: a Spill whose store errors, a Truncate / Summarize on a binary payload, a Summarize whose model call raises. then chains, so Summarize(then=Spill(then=Truncate())) degrades summarize -> spill -> truncate.

Per-tool overrides and filtering

per_tool replaces the global band list for named tools (file reads to head, logs to tail); tool_filter (a ToolSelector) scopes which tools the capability touches at all.

from pydantic_ai import Agent
from pydantic_ai_harness.experimental.overflow import (
    Band,
    OverflowingToolOutput,
    Truncate,
    TruncationStrategy,
)

agent = Agent(
    'openai:gpt-4o',
    capabilities=[
        OverflowingToolOutput(
            per_tool={
                'read_file': [Band(over=8_000, action=Truncate(strategy=TruncationStrategy.head))],
                'run_shell': [Band(over=8_000, action=Truncate(strategy=TruncationStrategy.tail))],
            },
            tool_filter=['read_file', 'run_shell', 'search'],
        )
    ],
)

Size unit

Thresholds are measured in characters by default. Set over_tokens=True to measure in estimated tokens (the same ~4-chars-per-token heuristic as compaction); pass a tokenizer callable for accuracy. Truncate.max_chars is always characters -- truncation is a character operation regardless of the threshold unit. Set strip_ansi=True to strip ANSI escape sequences from text returns before measuring and reducing.

Spill store

Spilled payloads go through the narrow OverflowStore protocol. The default LocalFileStore writes one file per (run_id, tool_call_id, retry) under a stable root directory and keeps it after the run, so a later read_tool_result -- in this run or a subsequent agent/run -- can still reach it. The handle is backend-addressable (a relative key), not an absolute local path, so a durable backend (Temporal, a blob store, or the core ExecutionEnvironment workspace once #4352 lands) can resolve the same handle in another process. Supply your own backend with store=....

from typing import Protocol


class OverflowStore(Protocol):
    async def write(self, key: str, data: bytes) -> str: ...   # returns a handle
    async def read(self, handle: str) -> bytes: ...

Security model (shared root, not isolation)

The store root is stable and shareable on purpose -- spilled files must be readable by a later agent or run -- so security does not come from per-instance isolation. It comes from two mechanisms: the root is created with 0700 (owner-only) permissions, and read resolves the target (following symlinks) and rejects anything that escapes the root via symlink, .., or an absolute path. Handle segments are also sanitized so a crafted handle cannot traverse out.

Cleanup: keep-forever by default, opt-in TTL pruning

By default the store keeps spilled files forever -- deleting on run end would break a later agent that still wants to read a spill. To bound disk use, opt into age-based pruning:

from datetime import timedelta

from pydantic_ai import Agent
from pydantic_ai_harness.experimental.overflow import LocalFileStore, OverflowingToolOutput

store = LocalFileStore(cleanup_after=timedelta(hours=6))  # default: None = keep forever
agent = Agent('openai:gpt-4o', capabilities=[OverflowingToolOutput(store=store)])

When set, a write schedules a background prune (a daemon thread, off the hot path) that deletes files whose modification time (st_mtime) is older than cleanup_after. Pruning is non-blocking and non-erroring: any failure is caught and surfaced via warnings.warn, never propagated into the agent run, so cleanup can never fail a run or block the hot path. Last-read time (st_atime) is unreliable on noatime/relatime mounts and is not used.

Prefer external cleanup (cron, a sweeper) over the in-process TTL? Point it at the store root and delete by mtime:

import time
from pathlib import Path

root = Path('/tmp/pyai_harness_overflow')  # or your configured base_dir
cutoff = time.time() - 6 * 3600
for path in root.rglob('*'):
    if path.is_file() and path.stat().st_mtime < cutoff:
        path.unlink(missing_ok=True)

Usage accounting

A Summarize call is a real request to the model, so its full usage -- tokens and the request itself -- folds into the run's ctx.usage, exactly like SummarizingCompaction. No token caps are imposed on the summary call. A UsageLimits request limit will see it.

By default Summarize inherits the running agent's model (ctx.model). Pass a model id or instance to Summarize(model=...) to override, or a summarize callable to bypass the built-in prompt entirely. The summary_prompt template on the capability must contain both {tool_name} and {output} placeholders.

Edge cases

  • Binary returns spill verbatim and are never stringify-truncated; Truncate / Summarize on binary fall through to then.
  • Structured / nested returns spill (or summarize) by preference -- truncating JSON produces invalid JSON. Spill includes a one-line shape sketch of the top level.
  • ModelRetry and tool errors never reach this hook (they are raised, not returned), so the model always gets the full error it needs to recover.
  • A large ToolReturn.content is reduced with the same bands as return_value; non-text content that overflows is left unreduced with a warning.
  • Multiple oversized returns in one step get distinct handles (keyed per tool_call_id); retries get distinct handles too (keyed per retry), so a retried call never clobbers the earlier attempt's spill.

Relationship to other capabilities

  • Supersedes the spill scope of PR #185 ToolOutputManagement (one-way truncate / spill with no read-back); this capability's truncation and ANSI / binary handling are harvested from it.
  • Consumes core #4352 (the canonical queryable-file primitive) through the OverflowStore seam once it lands.
  • Distinct from compaction, which compresses or drops context already inside the window, and from ClampOversizedMessages (PR #286), which clamps runaway model responses, not tool returns.