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docs/implementation/PHASE-1-STEP-8e-NOTES.md

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+# Phase 1 Step 8e — Implementation Notes
+
+## Status
+
+Done (partial — 3 of 8 methods migrated, 5 deferred).
+
+## Plan reference
+
+- Plan: `docs/PHASE-1-IMPLEMENTATION-PLAN.md`
+- Section: "Step 8e: RAG lifecycle + session compression +
+  `apply_prelude`"
+
+## Summary
+
+Migrated 3 of the 8 planned Category C deferrals from Step 6.
+The other 5 methods are blocked on `Input::from_str` and/or
+`Rag::init`/`Rag::load`/`Rag::refresh_document_paths` still
+taking `&GlobalConfig`. Those are Step 8h migration targets.
+
+## What was changed
+
+### Files modified (1 file)
+
+- **`src/config/request_context.rs`** — added 3 methods in a new
+  impl block:
+
+  - `apply_prelude(&mut self, app: &AppConfig, abort_signal) ->
+    Result<()>` — reads `app.repl_prelude` or `app.cmd_prelude`
+    based on `self.working_mode`, parses the `type:name` format,
+    calls `self.use_role(app, ...)` or `self.use_session(app, ...)`
+    from Step 8d. Verbatim logic from `Config::apply_prelude`
+    except it reads prelude from `app.*` instead of `self.*`.
+
+  - `maybe_compress_session(&mut self, app: &AppConfig) -> bool` —
+    checks `session.needs_compression(app.compression_threshold)`,
+    sets `session.set_compressing(true)`, returns `true` if
+    compression is needed. The caller is responsible for spawning
+    the actual compression task and printing the status message.
+    This is the semantic change from the plan: the original
+    `Config::maybe_compress_session(GlobalConfig)` spawned a
+    `tokio::spawn` internally; the new method returns a bool and
+    leaves task spawning to the caller.
+
+  - `maybe_autoname_session(&mut self) -> bool` — checks
+    `session.need_autoname()`, sets `session.set_autonaming(true)`,
+    returns `true`. Same caller-responsibility pattern as
+    `maybe_compress_session`.
+
+## Key decisions
+
+### 1. `maybe_*` methods return bool instead of spawning tasks
+
+The plan explicitly called for this: "the new
+`RequestContext::maybe_compress_session` returns a bool; callers
+that want async compression spawn the task themselves." This makes
+the methods pure state transitions with no side effects beyond
+setting the compressing/autonaming flags.
+
+The callers (Step 8f's `main.rs`, Step 8g's `repl/mod.rs`) will
+compose the bool with task spawning:
+
+```rust
+if ctx.maybe_compress_session(app) {
+    let color = if app.light_theme() { LightGray } else { DarkGray };
+    print!("\n📢 {}\n", color.italic().paint("Compressing the session."));
+    tokio::spawn(async move { ... });
+}
+```
+
+### 2. `maybe_autoname_session` takes no `app` parameter
+
+Unlike `maybe_compress_session` which reads
+`app.compression_threshold`, `maybe_autoname_session` only checks
+`session.need_autoname()` which is a session-internal flag. No
+`AppConfig` data needed.
+
+### 3. Five methods deferred to Step 8h
+
+| Method | Blocking dependency |
+|---|---|
+| `compress_session` | `Input::from_str(&GlobalConfig, ...)` |
+| `autoname_session` | `Input::from_str(&GlobalConfig, ...)` + `Config::retrieve_role` |
+| `use_rag` | `Rag::init(&GlobalConfig, ...)`, `Rag::load(&GlobalConfig, ...)` |
+| `edit_rag_docs` | `rag.refresh_document_paths(..., &GlobalConfig, ...)` |
+| `rebuild_rag` | `rag.refresh_document_paths(..., &GlobalConfig, ...)` |
+
+All 5 are blocked on the same root cause: `Input` and `Rag` types
+still take `&GlobalConfig`. These types are listed under Step 8h in
+the plan's "Callsite Migration Summary" table:
+
+- `config/input.rs` — `Input::from_str`, `from_files`,
+  `from_files_with_spinner` → Step 8h
+- `rag/mod.rs` — RAG init, load, search → Step 8e (lifecycle) +
+  Step 8h (remaining)
+
+The plan's Step 8e description assumed these would be migrated as
+part of 8e, but the actual dependency chain makes them 8h work.
+The `RagCache` scaffolding from Step 6.5 doesn't have a working
+`load` method yet — it needs `Rag::load` to be migrated first.
+
+### 4. `apply_prelude` calls Step 8d's `use_role`/`use_session`
+
+This is the first method to call other `RequestContext` async
+methods (Step 8d's scope transitions). It demonstrates that the
+layering works: Step 8d methods are called by Step 8e methods,
+which will be called by Step 8f/8g entry points.
+
+## Deviations from plan
+
+| Deviation | Rationale |
+|---|---|
+| 5 methods deferred to Step 8h | `Input`/`Rag` still take `&GlobalConfig` |
+| `RagCache::load` not wired | `Rag::load(&GlobalConfig)` blocks it |
+| No `compress_session` or `autoname_session` | Require `Input::from_str` migration |
+
+The plan's description of Step 8e included all 8 methods. In
+practice, the `Input`/`Rag` dependency chain means only the
+"check + flag" methods (`maybe_*`) and the "compose existing
+methods" method (`apply_prelude`) can migrate now. The actual
+LLM-calling methods (`compress_session`, `autoname_session`) and
+RAG lifecycle methods (`use_rag`, `edit_rag_docs`, `rebuild_rag`)
+must wait for Step 8h.
+
+## Verification
+
+### Compilation
+
+- `cargo check` — clean, zero warnings, zero errors
+- `cargo clippy` — clean
+
+### Tests
+
+- `cargo test` — **63 passed, 0 failed** (unchanged)
+
+## Handoff to next step
+
+### What Step 8f can rely on
+
+All methods accumulated through Steps 3–8e:
+
+- **`AppConfig`**: 21 methods
+- **`RequestContext`**: 56 methods (53 from 8d + 3 from 8e)
+- **`Session`**: 2 ctx-compatible constructors
+- **`AppState`**: `mcp_config`, `mcp_log_path`, `mcp_factory`,
+  `rag_cache`, `vault`
+- **`McpFactory`**: `acquire()` working
+- **`paths`**: 33 free functions
+- **Step 6.5 types**: `ToolScope`, `McpRuntime`, `AgentRuntime`,
+  `RagCache`, `RagKey`, `McpServerKey`
+
+### Step 8e deferred methods that Step 8h must handle
+
+| Method | What 8h needs to do |
+|---|---|
+| `compress_session` | Migrate `Input::from_str` to take `&AppConfig` + `&RequestContext`, then port `compress_session` |
+| `autoname_session` | Same + uses `retrieve_role(CREATE_TITLE_ROLE)` which already exists on ctx (8b) |
+| `use_rag` | Migrate `Rag::init`/`Rag::load`/`Rag::create` to take `&AppConfig`, wire `RagCache::load` |
+| `edit_rag_docs` | Migrate `Rag::refresh_document_paths` to take `&AppConfig` |
+| `rebuild_rag` | Same as `edit_rag_docs` |
+
+### Files to re-read at the start of Step 8f
+
+- `docs/PHASE-1-IMPLEMENTATION-PLAN.md` — Step 8f section
+- This notes file
+- `src/main.rs` — full file (entry point to rewrite)
+- Step 8d notes — `use_role`, `use_session` signatures
+
+## References
+
+- Phase 1 plan: `docs/PHASE-1-IMPLEMENTATION-PLAN.md`
+- Step 8d notes: `docs/implementation/PHASE-1-STEP-8d-NOTES.md`
+- Step 6 notes: `docs/implementation/PHASE-1-STEP-6-NOTES.md`
+  (Category C deferral list)
+- Modified files:
+  - `src/config/request_context.rs` (3 new methods)