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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
..

Planning

Note

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

from pydantic_ai_harness.planning import Planning

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

Give an agent a structured, self-updating task plan -- without ever invalidating the prompt cache.

Source

The problem

Long agentic runs drift: the model loses track of what it set out to do and what's left. The usual fix -- keep a running plan and re-inject it into the system prompt each turn -- invalidates the prompt cache. The system prompt sits at the front of the request, so every plan edit changes the cached prefix and forces the whole conversation to be re-processed at full token price.

The solution

Planning gives the model one tool, write_plan, that owns the plan (whole-plan replacement -- pass the full list every call, no indices). The current plan is surfaced back to the model as an ephemeral reminder appended to the tail of each request, behind a cache breakpoint:

  • The reminder is added in wrap_model_request, which runs after the durable history is persisted, so it reaches the model but is never written to message_history. No reminders accumulate across turns.
  • A CachePoint is placed immediately before the reminder, so the cached prefix (tools + system + real conversation) stays byte-identical turn over turn. Only the reminder falls outside the cache.

So the plan stays current in the model's view while the cached prefix is never invalidated; the only added cost is re-reading the reminder each turn.

from pydantic_ai import Agent
from pydantic_ai_harness.planning import Planning

agent = Agent('anthropic:claude-sonnet-4-6', capabilities=[Planning()])

result = agent.run_sync('Refactor the auth module and add tests.')
print(result.output)

The tool

Tool Purpose
write_plan(items) Create or replace the full plan. The model passes the entire ordered list every time, including unchanged, completed, and cancelled steps.

Each item is a content string plus a status (pending, in_progress, completed, cancelled). The convention -- stated in the guidance and noted in the tool's reply -- is to keep exactly one step in_progress.

There is no get_plan tool: the current plan is already in the model's context via the tail reminder every turn.

Why whole-plan replacement

Addressing steps by mutable integer index (insert/remove/reorder) is error-prone for both the code (index bookkeeping) and the model (indices it just saw can go stale within a turn). Restating the whole plan each call removes that: there are no indices to track, and a later call can't corrupt partial state. For short plans the token cost is negligible.

Caching guarantee

The plan is never injected into the system prompt or instructions. Static usage guidance goes there (cache-stable); only the mutable plan rides the ephemeral tail reminder. Across turns:

  • the durable history grows append-only and is replayed byte-identically, so the whole prefix is a cache hit;
  • the reminder and its CachePoint live only in the per-request copy, so they can't invalidate anything and aren't persisted.

CachePoint is supported on Anthropic and Amazon Bedrock; on providers without prompt caching it's simply ignored (nothing to bust).

Configuration

from pydantic_ai_harness.planning import Planning

Planning(
    guidance=None,      # static system-prompt guidance; None = default, '' = omit
    cache_ttl='5m',     # TTL for the cache breakpoint before the reminder ('5m' | '1h')
)

Observing the plan

Plan state is per-run (a fresh, isolated plan each run via for_run), so it doesn't live on the Planning() instance you construct. To see the final plan, read the most recent write_plan tool return from the run's messages -- its content is the rendered plan:

from pydantic_ai.messages import ToolReturnPart

result = agent.run_sync('...')
plans = [
    part.content
    for message in result.all_messages()
    for part in message.parts
    if isinstance(part, ToolReturnPart) and part.tool_name == 'write_plan'
]
latest_plan = plans[-1] if plans else None

Agent spec (YAML/JSON)

Planning works with Pydantic AI's agent spec:

# agent.yaml
model: anthropic:claude-sonnet-4-6
capabilities:
  - Planning: {}
from pydantic_ai import Agent
from pydantic_ai_harness.planning import Planning

agent = Agent.from_file('agent.yaml', custom_capability_types=[Planning])

Further reading