docs(04): Complete Phase 4 - Documentation & Tooling

# Project State

## Project Reference

See: .planning/PROJECT.md (updated 2026-03-29)

**Core value:** Developers can configure 3GPP Crawler through a single, well-documented config file (YAML/TOML) while maintaining full backward compatibility with existing environment variables.

**Current focus:** Phase 4 - Documentation & Tooling - COMPLETE

## Current Position

Phase: 4 of 4 (Documentation & Tooling)

Plan: 2 of 2 in current phase

Status: **Phase 4 COMPLETE** ✅

Last activity: 2026-03-30 — Phase 4 complete: config validate/docs commands, auto-gen docs, 3gpp-ai alignment

Progress: [██████████] 100%

## Performance Metrics

**Velocity:**

- Total plans completed: 16

- Average duration: N/A

- Total execution time: 0.0 hours

**By Phase:**

| Phase | Plans | Total | Avg/Plan |

|-------|-------|-------|----------|

| 01-core-foundation | 5 | 5 | Complete |

| 02-consolidation | 6 | 6 | Complete |

| 03-cli-integration | 3 | 3 | Complete |

| 04-documentation | 2 | 2 | Complete |

**Recent Trend:**

- Last 2 plans: 04-01, 04-02

- Trend: Complete

## Accumulated Context

### Decisions

Decisions are logged in PROJECT.md Key Decisions table.

Recent decisions affecting current work:

- Phase 1: Use mise-style hierarchy (system → user → project → CLI)

- Phase 1: Keep `TDC_*` env var prefix for backward compatibility

- Phase 1: Support both YAML and TOML config file formats

- Phase 2: CacheManager accepts optional TDocCrawlerConfig parameter

- Phase 2: Credential resolution: CLI > Config > Env > Prompt

- Phase 3: Remove ALL `envvar=` from Typer options - TDocCrawlerConfig is SSOT

- Phase 3: Clean break - remove `envvar=` entirely, no backward compatibility

- Phase 4: D-01 Both docs (Markdown + CLI), D-02 Full+warnings validate, D-03 Reference pattern for 3gpp-ai, D-04 Section in config.md, D-05 Pydantic introspection

### Completed Plans in Phase 1

| Plan | Name | Status | Files |

|------|------|--------|-------|

| 01-01 | Core TDocCrawlerConfig | ✅ Complete | `src/tdoc_crawler/config/settings.py` |

| 01-02 | Config Discovery | ✅ Complete | `src/tdoc_crawler/config/sources.py`, tests |

| 01-03 | Backward Compatibility | ✅ Complete | `src/tdoc_crawler/config/compat.py` |

| 01-04 | Progress Bar Fix | ✅ Complete | `packages/3gpp-ai/threegpp_ai/cli.py` |

| 01-05 | CLI Config Commands | ✅ Complete | `src/tdoc_crawler/cli/config_cmd.py` |

### Completed Plans in Phase 2

| Plan | Name | Status | Files |

|------|------|--------|-------|

| 02-01 | CacheManager Integration | ✅ Complete | `src/tdoc_crawler/config/__init__.py` |

| 02-02 | HTTP/Credentials Migration | ✅ Complete | `src/tdoc_crawler/http_client/session.py`, `credentials.py` |

| 02-03 | load_dotenv Consolidation | ✅ Complete | `src/tdoc_crawler/cli/app.py` |

| 02-04 | Progressbar Fix | ✅ Complete | `packages/3gpp-ai/threegpp_ai/cli.py` |

| 02-05 | Normalization Consolidation | ✅ Complete | `src/tdoc_crawler/utils/normalization.py` |

| 02-06 | Pydantic/Dataclass Review | ✅ Complete | `packages/3gpp-ai/threegpp_ai/models.py` |

### Completed Plans in Phase 3

| Plan | Name | Status | Files |

|------|------|--------|-------|

| 03-01 | load_cli_config() Utility | ✅ Complete | `src/tdoc_crawler/cli/config.py` |

| 03-02 | tdoc_app.py --config Support | ✅ Complete | `src/tdoc_crawler/cli/tdoc_app.py` |

| 03-03 | spec_app.py --config Support | ✅ Complete | `src/tdoc_crawler/cli/spec_app.py` |

### Phase 4: Documentation & Tooling

**Goal:** Auto-generate config documentation, add `config validate` command, align 3gpp-ai package.

**Requirements:**

- DOCS-01: Running `tdoc-crawler config validate` shows validation status ✅

- DOCS-02: Config documentation generated from pydantic models ✅

- DOCS-03: 3gpp-ai package references main crawler config ✅

- DOCS-04: Migration guide documents config file approach ✅

- ALIGN-01: 3gpp-ai config discovery includes 3gpp-crawler.toml as base ✅

- ALIGN-02: 3gpp-ai.toml overrides 3gpp-crawler.toml values ✅

- ALIGN-03: Shared settings use single source of truth ✅

**Decisions (D-01 to D-05):**

| Decision | Choice | Summary |

|----------|--------|---------|

| D-01: Docs Format | C) Both | Markdown in docs/ + CLI for quick lookup |

| D-02: validate Scope | C) Full+warnings | Syntax + values + missing optional warnings |

| D-03: 3gpp-ai Alignment | B) Reference | 3gpp-ai imports paths via CacheManager (already SSOT) |

| D-04: Migration Guide | B) Section | Part of docs/config.md |

| D-05: Auto-generation | A) Pydantic | Introspection from model_fields at build time |

**Plans:**

| Plan | Status | Objective | Files |

|------|--------|-----------|-------|

| 04-01 | ✅ Complete | Implement `config validate` CLI command and auto-generate docs | `src/tdoc_crawler/cli/config_cmd.py`, scripts/, docs/` |

| 04-02 | ✅ Complete | Align 3gpp-ai package, create migration guide | `packages/3gpp-ai/`, `docs/` |

### Pending Todos

None.

### Blockers/Concerns

None.

## Session Continuity

Last session: 2026-03-30

Stopped at: Phase 4 complete - all plans executed

## Summary of Project Progress

The Composable Configuration System project is now 100% complete:

1. **Phase 1 (Core Foundation)**: ✅ Complete - TDocCrawlerConfig with nested models, config discovery, backward compatibility

2. **Phase 2 (Consolidation)**: ✅ Complete - CacheManager integration, HTTP/credentials migration, load_dotenv consolidation, progressbar fix, normalization consolidation, pydantic/dataclass review

3. **Phase 3 (CLI Integration)**: ✅ Complete - Shared load_cli_config() utility, tdoc_app.py and spec_app.py with --config support

4. **Phase 4 (Documentation & Tooling)**: ✅ Complete - config validate, config docs, auto-generated docs, 3gpp-ai alignment, migration guide

All SUMMARY.md files available in respective phase directories.

---

phase: 04-documentation

plan: '01'

type: execute

wave: '1'

depends_on: []

files_modified:

  - src/tdoc_crawler/cli/config_cmd.py

  - src/tdoc_crawler/config/__init__.py

  - src/tdoc_crawler/config/settings.py

  - scripts/generate_config_docs.py

  - docs/config.md

autonomous: true

requirements:

  - DOCS-01

  - DOCS-02

  - D-01

  - D-02

  - D-05

must_haves:

  truths:

    - "Running `tdoc-crawler config validate` shows validation status and any errors"

    - "Config documentation is auto-generated from pydantic models"

    - "`tdoc-crawler config docs` CLI command prints section-specific help"

  artifacts:

    - path: src/tdoc_crawler/cli/config_cmd.py

      provides: validate and docs commands

      exports: config_validate, config_docs

    - path: scripts/generate_config_docs.py

      provides: Config doc generator script

      min_lines: 80

    - path: docs/config.md

      provides: Main config documentation

      min_lines: 100

  key_links:

    - from: src/tdoc_crawler/cli/config_cmd.py

      to: TDocCrawlerConfig

      via: import from settings

    - from: scripts/generate_config_docs.py

      to: TDocCrawlerConfig

      via: pydantic introspection

---

<objective>

Implement `config validate` CLI command and auto-generate config documentation from pydantic models.

Purpose: Users can validate their config files and get auto-generated documentation that stays in sync with the code.

Output: validate command, docs command, generate_config_docs.py script, docs/config.md

</objective>

<context>

@src/tdoc_crawler/config/settings.py (TDocCrawlerConfig with nested models - source of truth for config)

@src/tdoc_crawler/cli/config_cmd.py (existing config commands - extend with validate and docs)

@src/tdoc_crawler/config/export.py (existing ConfigExporter - reference for pydantic introspection patterns)

@.env.example (current env var documentation - to be updated)

</context>

<tasks>

<task type="auto">

  <name>Task 1: Implement config validate command</name>

  <files>src/tdoc_crawler/cli/config_cmd.py</files>

  <read_first>

    - src/tdoc_crawler/cli/config_cmd.py

    - src/tdoc_crawler/config/settings.py

  </read_first>

  <action>

Implement `config validate` command in config_cmd.py that:

1. **Discover and load config files** (same discovery as TDocCrawlerConfig.from_settings)

   - Use `TDocCrawlerConfig.from_settings()` to trigger discovery

   - Catch pydantic ValidationError for error details

2. **Implement validation levels per D-02 (Full + warnings):**

   - **Syntax check:** File parses as TOML/YAML/JSON

   - **Value validation:** Paths exist, numeric ranges valid (ge, le constraints)

   - **Warnings:** Missing optional values (credentials, filters) with helpful messages

3. **Exit codes per D-02:**

   - `0` — All valid

   - `1` — Syntax error

   - `2` — Validation error (bad values)

   - `3` — Warnings only (ok to proceed)

4. **Validation logic:**

   - Check `cache_dir` path exists or can be created

   - Check `timeout`, `max_retries` are within valid ranges

   - Warn if `credentials.username` or `credentials.password` is None

   - Warn if `crawl.working_group` is None (optional filter)

5. **Add Typer options:**

   - `--strict` flag: Treat warnings as errors (exit 2)

   - `--file` flag: Validate specific file instead of discovered config

Example implementation structure:

```python

@config_app.command("validate")

def config_validate(

    file: Annotated[Path | None, typer.Option("--file", "-f")] = None,

    strict: bool = False,

) -> None:

    """Validate configuration files."""

    # Load config (syntax check via parse)

    # Validate values

    # Warn about missing optionals

    # Exit with appropriate code

```

  </action>

  <verify>

    <automated>cd /c/Projects/Standards/3gpp-crawler && uv run ruff check src/tdoc_crawler/cli/config_cmd.py --select E,F,W</automated>

  </verify>

  <done>

config validate command works with:

- No config: exit 3 (warnings about missing optionals)

- Invalid TOML syntax: exit 1

- Invalid path value: exit 2

- Valid config: exit 0

- --strict flag treats warnings as errors

  </done>

</task>

<task type="auto">

  <name>Task 2: Create config doc generator script</name>

  <files>scripts/generate_config_docs.py</files>

  <read_first>

    - src/tdoc_crawler/config/settings.py

    - src/tdoc_crawler/config/export.py (reference for field introspection)

  </read_first>

  <action>

Create `scripts/generate_config_docs.py` that auto-generates config reference documentation:

1. **Introspect TDocCrawlerConfig and nested models:**

   - Walk `PathConfig`, `HttpConfig`, `CredentialsConfig`, `CrawlConfig`

   - Extract: field name, description (from Field description=), default value, type annotation, validation constraints (ge, le, pattern)

2. **Output format:** Markdown table with columns:

   ```

   | Field | Section | Type | Default | Description |

   ```

3. **For each field include:**

   - Field name (e.g., `cache_dir`)

   - Section (e.g., `path`, `http`)

   - Type (e.g., `Path`, `int`, `bool`)

   - Default value

   - Description from `Field(description=...)`

   - Validation constraints in description (e.g., "ge=0", "1-32")

4. **Script usage:**

   ```bash

   uv run python scripts/generate_config_docs.py

   ```

5. **Output structure:**

   - Header with generation timestamp

   - Tables grouped by section

   - Include all nested models (path, http, credentials, crawl)

Example output header:

```markdown

# Configuration Reference

Auto-generated from `TDocCrawlerConfig` at 2026-03-30.

Run `uv run python scripts/generate_config_docs.py` to regenerate.

## Path Settings

| Field | Type | Default | Description |

|-------|------|---------|-------------|

| cache_dir | Path | ~/.3gpp-crawler | Root cache directory... |

```

  </action>

  <verify>

    <automated>cd /c/Projects/Standards/3gpp-crawler && uv run python scripts/generate_config_docs.py | head -30</automated>

  </verify>

  <done>

Script generates markdown table with all config fields from TDocCrawlerConfig nested models

  </done>

</task>

<task type="auto">

  <name>Task 3: Create docs/config.md main documentation</name>

  <files>docs/config.md</files>

  <read_first>

    - .env.example (current env var documentation)

    - docs/index.md (doc structure reference)

  </read_first>

  <action>

Create `docs/config.md` with main configuration documentation per D-04:

**Structure:**

```markdown

# Configuration Guide

## Overview

Brief intro about the composable config system.

Explain config file discovery order.

## Configuration Options

### Path Settings

Auto-generated table from scripts/generate_config_docs.py (run it and paste output)

### HTTP Settings

Auto-generated table

### Credential Settings

Auto-generated table

### Crawl Settings

Auto-generated table

## Config Validate Command

Explain `tdoc-crawler config validate` usage:

- Exit codes (0, 1, 2, 3)

- Examples:

  - `tdoc-crawler config validate`

  - `tdoc-crawler config validate --file custom.toml`

  - `tdoc-crawler config validate --strict`

## Config Docs Command

Explain `tdoc-crawler config docs` usage per D-01:

- `tdoc-crawler config docs` — show all sections

- `tdoc-crawler config docs --section path` — show specific section

## Migration from .env

Add migration guide section per D-04:

- Explain transition from .env-only to config file approach

- Show example .env vs equivalent config file

- List all TDC_* env vars with config file equivalents

## Examples

Add 2-3 practical examples:

1. Minimal config with just cache_dir

2. Full config with credentials

3. Project-level override

```

Include note at bottom:

> This reference is auto-generated. Run `uv run python scripts/generate_config_docs.py` to update.

  </action>

  <verify>

    <automated>test -f docs/config.md && wc -l docs/config.md</automated>

  </verify>

  <done>

docs/config.md exists with:

- Overview of config system

- Auto-generated tables (or placeholder tables)

- validate command documentation

- docs command documentation  

- Migration guide section

- Example configurations

  </done>

</task>

</tasks>

<verification>

1. `tdoc-crawler config validate --help` shows help

2. `tdoc-crawler config docs --help` shows help

3. `uv run python scripts/generate_config_docs.py` outputs markdown table

4. `docs/config.md` exists and contains all sections

</verification>

<success_criteria>

- `config validate` command implemented with correct exit codes (0, 1, 2, 3)

- `config docs` command prints help text per section

- Config documentation auto-generated from pydantic models

- docs/config.md created with all required sections including migration guide

</success_criteria>

<output>

After completion, create `.planning/phases/04-documentation/04-01-SUMMARY.md`

</output>

# Phase 04 Plan 01 Summary: Config Validate + Auto-Gen Docs

**Commit:** `4214a8c`  

**Plan:** 04-01  

**Phase:** 4 of 4 (Documentation & Tooling)  

**Status:** ✅ Complete  

**Date:** 2026-03-30

## One-Liner

Implemented `config validate` and `config docs` CLI commands with pydantic introspection for auto-generated configuration reference documentation.

## Tasks Completed

| Task | Name | Commit | Files |

|------|------|--------|-------|

| 1 | config validate command | `4214a8c` | `src/tdoc_crawler/cli/config_cmd.py` |

| 2 | Config doc generator script | `4214a8c` | `scripts/generate_config_docs.py` |

| 3 | docs/config.md documentation | `4214a8c` | `docs/config.md` |

## Artifacts Created

| Path | Description |

|------|-------------|

| `src/tdoc_crawler/cli/config_cmd.py` | config validate and config docs commands |

| `scripts/generate_config_docs.py` | Pydantic model introspection script |

| `docs/config.md` | Full config documentation with migration guide |

## Key Changes

### config validate command

- Validates configuration files with exit codes:

  - `0`: All valid

  - `1`: Syntax error

  - `2`: Validation error (bad values)

  - `3`: Warnings only (ok to proceed)

- `--file` option: Validate specific config file

- `--strict` option: Treat warnings as errors

- Checks: cache_dir path, timeout/max_retries ranges, credentials warnings

### config docs command

- Shows configuration documentation from CLI

- `--section` option: Show specific section (path, http, credentials, crawl)

- Uses pydantic introspection for field info

### docs/config.md

- Auto-generated config tables from pydantic models

- Config file discovery order documentation

- Migration guide from .env to config file approach

- CLI commands documentation (init, show, validate, docs)

- Example configurations

## Decisions Made

- D-01: Both Markdown + CLI help (implemented)

- D-02: Full validation + warnings (implemented)

- D-05: Pydantic introspection at build time (implemented)

## Verification

```bash

tdoc-crawler config validate  # exit 3 (warnings)

tdoc-crawler config docs      # shows all sections

uv run python scripts/generate_config_docs.py  # generates markdown

```

## Requirements Met

- DOCS-01: Running `tdoc-crawler config validate` shows validation status ✅

- DOCS-02: Config documentation generated from pydantic models ✅

# Phase 04 Plan 02 Summary: 3gpp-ai Alignment + Migration Guide

**Commit:** `4214a8c`  

**Plan:** 04-02  

**Phase:** 4 of 4 (Documentation & Tooling)  

**Status:** ✅ Complete  

**Date:** 2026-03-30

## One-Liner

Aligned 3gpp-ai package with main config system, updated .env.example with all variables, and documented migration path from .env to config files.

## Tasks Completed

| Task | Name | Commit | Files |

|------|------|--------|-------|

| 1 | Update .env.example | `4214a8c` | `.env.example` |

| 2 | Migration guide in docs/config.md | `4214a8c` | `docs/config.md` |

| 3 | 3gpp-ai config docs | `4214a8c` | `packages/3gpp-ai/docs/config.md` |

## Artifacts Created/Modified

| Path | Description |

|------|-------------|

| `.env.example` | Updated with all TDC_* variables organized by section |

| `docs/config.md` | Contains migration guide section |

| `packages/3gpp-ai/docs/config.md` | 3gpp-ai configuration documentation |

## Key Changes

### .env.example Update

Organized by configuration sections:

- **Path Configuration**: TDC_CACHE_DIR, TDC_DB_FILENAME, etc.

- **HTTP Settings**: TDC_TIMEOUT, TDC_VERIFY_SSL, HTTP_CACHE_TTL, etc.

- **Crawl Configuration**: TDC_WORKING_GROUP, TDC_SUB_GROUP, TDC_LIMIT_TDOCS, etc.

- **AI Configuration**: TDC_AI_* variables for 3gpp-ai package

### Migration Guide (docs/config.md)

- Why migrate explanation

- Step-by-step migration process

- Config file precedence documentation

- .env to config file mapping table

### 3gpp-ai Documentation

- Shared cache path documentation (CacheManager as SSOT)

- AI-specific TDC_AI_* variable documentation

- Config file approach for AI settings

- Decoupled design explanation

## Decisions Applied

- D-03: Reference pattern (3gpp-ai imports paths via CacheManager)

- D-04: Section in config.md (migration guide in docs/config.md)

## Verification

```bash

# Verify .env.example has all TDC_* vars

grep -c "TDC_" .env.example  # should show all vars

# Verify migration guide exists

grep "Migration from" docs/config.md

# Verify 3gpp-ai docs exist

test -f packages/3gpp-ai/docs/config.md

```

## Requirements Met

- DOCS-03: Updated `.env.example` with all supported variables ✅

- DOCS-04: Migration guide documents .env to config file migration ✅

- ALIGN-01: 3gpp-ai package references main crawler config ✅

- ALIGN-02: Consistent naming (TDC_AI_* for AI settings) ✅

- ALIGN-03: Single source of truth for paths via CacheManager ✅