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docs: fix v2.2.0 documentation defects - #359

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tanleach:fix/aiq-017-doc-defects
Jul 17, 2026
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rapids-bot[bot] merged 5 commits into
NVIDIA-AI-Blueprints:release/2.2from
tanleach:fix/aiq-017-doc-defects

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@tanleach

@tanleach tanleach commented Jul 16, 2026 •

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Overview

Correct documentation defects found during v2.2.0 documentation QA. Docs-only — no code or schema changes.

  • docs/source/customization/guardrails.md — the Configuration Shape example now includes each middleware's workflow_functions field selection (matching configs/config_web_default_guardrails.yml). Previously the example attached middleware with no field selection, which resolves to zero guarded fields — a boundary that looks configured but is not enforced. The surrounding prose now calls out that failure mode.
  • docs/source/customization/mcp-tools.md — no longer implies configs/config_web_frag_mcp_auth.yml declares a per_user_mcp_client function group (it deliberately omits it; the per-user MCP client is built in code per job). Security Guidance now shows per_user_auth as the nested PerUserAuthConfig object instead of a bare boolean.
  • deploy/.env.example — documents AIQ_CONTENT_ENCRYPTION / AIQ_CONTENT_ENCRYPTION_KEY (content encryption) and OPENAI_API_KEY (required by configs/config_frontier_models.yml).
  • skills/aiq-research and skills/aiq-deploy — version stamps bumped to 2.2.0.

Two related QA items were already resolved by #322 (stale MCP in-worker-refresh wording; the README config table and researcher-LLM default) and need no change here.

DCO sign-off for the squash commit

Signed-off-by: Tanner Leach tleach@nvidia.com

Validation

  • Guardrails example parsed; its workflow_functions verified byte-equal to config_web_default_guardrails.yml, and a config copied from the example yields non-empty guarded targets.

  • per_user_auth example validated against the real PerUserAuthConfig fields and the shipped gdrive source.

  • scripts/validate_skills.py → 11 skills OK; no stale 2.1.x remains in the edited skills.

  • Both changed docs MyST-parsed with the repo's enabled extensions and diffed against their pre-edit versions → 0 new warnings/errors; the nested per_user_auth code block renders inside its list item.

  • git diff --check clean; new .env.example entries are commented placeholders with no values.

  • I ran the relevant local checks or explained why they are not applicable.

  • I added or updated tests for behavior changes. (docs-only; no behavior change, so no tests)

  • I updated documentation for user-facing or contributor-facing changes.

  • I confirmed this PR does not include secrets, credentials, or internal-only data.

  • I certify this contribution under the Developer Certificate of Origin (DCO) and signed my commits with git commit -s or an equivalent sign-off.

  • I replaced the DCO sign-off placeholder with my GitHub commit identity and kept the required angle brackets around the email address.

Where should reviewers start?

docs/source/customization/guardrails.md — the security-relevant change. Confirm the Configuration Shape example's workflow_functions matches configs/config_web_default_guardrails.yml so a config copied from the docs actually guards the agent boundary.

Related Issues

  • N/A — found during v2.2.0 documentation QA; no public tracking issue.

Summary by CodeRabbit

  • Documentation
    • Expanded the deployment environment example with optional frontier-model configuration and optional at-rest content encryption settings.
    • Improved NeMo Guardrails “Configuration Shape” examples, clarifying how guarded field selection is applied.
    • Updated per-user MCP OAuth guidance, including the required per_user_auth block structure and clearer security/token handling notes.
    • Updated deploy and research skill docs for Blueprint 2.2.0 compatibility.
  • Configuration
    • Documented the encryption mode and related encryption key variables, plus the frontier-model API key placeholder.

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docs/source/**/*

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Update the docs under docs/source/ when behavior, configuration, or workflows change

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{docs/**,README.md,CONTRIBUTING.md,SECURITY.md,CODE-OF-CONDUCT.md}

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🧠 Learnings (1)
📓 Common learnings
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:02.351Z
Learning: Require Git, network access, and one supported runtime path before deploying AI-Q: Docker Compose v2, Python 3.11+ with uv, Node.js 20+ with npm, or kubectl 1.28+ with Helm 3.12+.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:02.351Z
Learning: When the deployment mode is unspecified, ask the user to choose a mode before starting services; do not ask again when the mode is already specified or when aiq-research has routed a backend request.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:02.351Z
Learning: Read the relevant reference documentation before changing environment settings, selecting configurations, deploying, troubleshooting, or shutting down services.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:02.351Z
Learning: After startup, run the appropriate validation checks and do not claim the backend is ready if the health check fails.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:02.351Z
Learning: Do not continue into deep research or deep-research completion validation unless the user asks for it or confirms the post-deployment validation prompt.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:02.351Z
Learning: Verify that the Blueprint version is compatible with skill version 2.2.0: major versions must match, the Blueprint minor version must be at least 2, and patch versions do not affect compatibility.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:02.351Z
Learning: Ask for explicit user approval before destructive cleanup, including Docker volume deletion with `docker compose down -v`.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:02.351Z
Learning: Do not claim FRAG is ready unless both `RAG_SERVER_URL` and `RAG_INGEST_URL` are configured and reachable.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:02.351Z
Learning: When credentials are missing, ask the user to update them outside chat and never ask the user to paste secret values into chat.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:02.351Z
Learning: When diagnosing port conflicts, identify the existing process and obtain user approval before stopping it; alternatively configure a different port and revalidate the service.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:02.351Z
Learning: For aiq-research compatibility, use an API-enabled configuration such as `configs/config_web_default_llamaindex.yml`, and verify the expected API endpoints after restart.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: Use this skill only for research-shaped requests; do not use it for installation, deployment, startup, shutdown, UI, CLI, Docker, Helm, or troubleshooting requests. Hand those requests to `aiq-deploy`.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: Resolve the backend using `AIQ_SERVER_URL`, defaulting to `http://localhost:8000`, and run `health` before sending research requests.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: Before sending any user query, state the exact AI-Q backend URL that will receive it; use non-local URLs only after the user explicitly confirms they are trusted.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: Do not send credentials, cookies, bearer tokens, API keys, basic-auth credentials, or secret values through query text or `AIQ_SERVER_URL`; keep backend credentials in the deployment environment.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: If no backend is reachable, ask for a backend URL or hand off to `aiq-deploy`; do not fabricate a research answer.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: If the backend returns `401` or `403`, stop and explain that this public skill does not manage authentication; require an authenticated skill or environment configuration before retrying.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: Poll asynchronous deep-research jobs when a response contains a job ID, using `research_poll`; resume interrupted jobs with `status`, `report`, or `research_poll` as appropriate.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: Stop on failed, failure, or cancelled jobs, show the returned error, and do not retry automatically.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: Present returned reports with citations and source URLs intact; do not truncate citations or URLs in follow-up answers.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: Use non-blocking or background execution for polling when available; request explicit user approval before using an execution method requiring escalated permissions, and tell the user when deep research runs in the background.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: For follow-up questions answer directly from the existing report when possible; otherwise send a fresh request carrying relevant prior context. Treat redo operations as new jobs and repeat endpoint confirmation and polling.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: Use `report_edit` only for cosmetic report rewrites, and use `research` with an appropriate agent type for adjusted-scope research.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: Materialize `artifact://` links with `artifacts --download-dir` when local files are needed; use `report --out-dir` for a portable report with rewritten local artifact links.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: Follow the compatibility rule for skill version 2.2.0: Blueprint major version must equal 2, minor version must be at least 2, and patch version may vary; otherwise update the skill, use a compatible Blueprint, or proceed only with accepted risk.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: When health succeeds but research routes or async agents fail, report incompatibility, inspect available agents when appropriate, and offer `aiq-deploy` validation.
Learnt from: CR
Repo: NVIDIA-AI-Blueprints/aiq

Timestamp: 2026-07-17T20:26:10.174Z
Learning: If polling is interrupted, remember that jobs continue server-side; inspect status and retrieve an existing report before continuing to poll.
🔇 Additional comments (1)
docs/source/customization/guardrails.md (1)

37-50: LGTM!

Also applies to: 55-83


Walkthrough

The pull request adds environment examples for frontier models and content encryption, expands Guardrails and MCP OAuth documentation, updates deployment and research skill compatibility guidance to Blueprint 2.2.0, and refreshes the secrets baseline metadata.

Changes

Configuration guidance

Layer / File(s) Summary
Environment configuration guidance
deploy/.env.example, .secrets.baseline
Adds optional frontier model and content encryption settings, and updates the corresponding secret finding line number and baseline timestamp.

Customization documentation

Layer / File(s) Summary
Guardrails and MCP OAuth configuration
docs/source/customization/guardrails.md, docs/source/customization/mcp-tools.md
Expands Guardrails workflow_functions examples and documents nested per-user MCP OAuth configuration, per-job client construction, and authentication boundaries.

Skill compatibility documentation

Layer / File(s) Summary
Skill version compatibility updates
skills/aiq-deploy/SKILL.md, skills/aiq-research/SKILL.md
Updates skill metadata, compatibility examples, Blueprint references, and troubleshooting guidance to version 2.2.0.

Estimated code review effort: 2 (Simple) | ~10 minutes

Possibly related PRs

🚥 Pre-merge checks | ✅ 5
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Check name Status Explanation
Title check ✅ Passed The title uses a valid Conventional Commits docs prefix and accurately summarizes the documentation fixes.
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Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
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@tanleach
tanleach changed the base branch from develop to release/2.2 July 16, 2026 20:07
@tanleach tanleach changed the title docs: fix v2.2.0 documentation docs: fix v2.2.0 documentation defects Jul 16, 2026
Correct documentation defects found during v2.2.0 QA:

- guardrails: make the Configuration Shape example self-contained by adding
  each middleware's workflow_functions field selection (matching
  config_web_default_guardrails.yml), so a config copied from the docs actually
  guards fields instead of resolving to zero guarded targets. Note that failure
  mode in the surrounding prose.
- mcp-tools: stop implying config_web_frag_mcp_auth.yml declares a
  per_user_mcp_client function group; it deliberately omits it and builds the
  per-user MCP client in code per job.
- mcp-tools: document per_user_auth as the nested PerUserAuthConfig object
  rather than a bare boolean.
- .env.example: document AIQ_CONTENT_ENCRYPTION / AIQ_CONTENT_ENCRYPTION_KEY
  and OPENAI_API_KEY (required by config_frontier_models.yml).
- skills: bump aiq-research and aiq-deploy version stamps to 2.2.0.

Signed-off-by: Tanner Leach <tleach@nvidia.com>
@tanleach
tanleach force-pushed the fix/aiq-017-doc-defects branch from ebdf5e3 to 6b29c60 Compare July 17, 2026 14:26
@tanleach
tanleach marked this pull request as ready for review July 17, 2026 14:28
@tanleach
tanleach requested a review from a team July 17, 2026 14:28
@tanleach tanleach self-assigned this Jul 17, 2026

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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/source/customization/mcp-tools.md`:
- Around line 349-355: Insert a blank line immediately after the closing YAML
code fence in the per_user_auth example, before the following list item, to
satisfy the MD031 Markdown formatting requirement.
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  • deploy/.env.example
  • docs/source/customization/guardrails.md
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  • skills/aiq-research/SKILL.md
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📓 Path-based instructions (5)
skills/aiq-deploy/**/*

📄 CodeRabbit inference engine (skills/aiq-deploy/SKILL.md)

skills/aiq-deploy/**/*: Do not store credentials in chat transcripts, shell history, committed files, or example commands; use deploy/.env or environment variables instead.
Ask for explicit user approval before destructive cleanup, including Docker volume deletion with docker compose down -v.
After startup, run the appropriate health checks and do not claim the backend is ready if validation fails; diagnose failures using the troubleshooting guidance.
Report the verified AIQ_SERVER_URL to aiq-research, using http://localhost:8000 for the default backend or the configured non-default port.
Do not continue into deep research or deep-research completion validation unless the user requests it or confirms the post-deployment validation prompt.
Only use a Blueprint version compatible with skill version 2.2.0: the major versions must match and the Blueprint minor version must be at least 2.2; proceed with incompatibility only after the user accepts the risk.
When no deployment mode is specified, ask the user to choose among Skill backend, CLI, UI, or Custom before starting services; do not ask this when the mode is already specified or when aiq-research routed the request for backend startup.
Before acting on a selected deployment path, read its referenced documentation, such as Docker Compose, Helm, CLI, local web, validation, troubleshooting, or shutdown instructions.

Files:

  • skills/aiq-deploy/SKILL.md
{skills/**,.agents/skills/**,.claude/skills/**,.github/skill-eval/**}

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Files:

  • skills/aiq-deploy/SKILL.md
  • skills/aiq-research/SKILL.md
skills/aiq-research/**/SKILL.md

📄 CodeRabbit inference engine (skills/aiq-research/SKILL.md)

skills/aiq-research/**/SKILL.md: Use this skill for research-shaped requests, but do not use it for install, deploy, start, stop, UI, CLI, Docker, Helm, or troubleshooting requests; hand those to aiq-deploy.
Run health before sending research requests, and if no backend is reachable, ask for a backend URL or hand off to aiq-deploy.
Before sending any user query, state the exact AI-Q backend URL that will receive it; use non-local URLs only after the user explicitly confirms they are trusted.
Do not send credentials, cookies, bearer tokens, API keys, or secret values through query text or AIQ_SERVER_URL; keep backend credentials in the deployment environment.
Poll asynchronous deep-research jobs when a job ID is returned, and use the same absolute script path for polling.
Stop on failed, failure, or cancelled jobs, show the returned error, and do not retry automatically.
Present returned reports with citations and source URLs intact; do not truncate them in follow-up answers.
For report questions answerable from the report already in hand, answer directly without calling the backend again; call the backend only when new investigation is needed.
When polling is interrupted, resume the server-side job with status, report, or research_poll rather than treating it as lost.
Use report --out-dir or artifacts --download-dir to materialize artifact links when a self-contained local report or files are required; do not expect base64 image data in the report.
This skill is compatible with Blueprint versions whose major version matches skill major version and whose minor version is equal to or greater than 2; proceed with incompatible versions only when the user accepts the compatibility risk.
The public helper does not manage authentication tokens or cookies; stop on HTTP 401 or 403 and direct the user to an authenticated skill or an appropriately configured environment.

Files:

  • skills/aiq-research/SKILL.md
docs/source/**/*

📄 CodeRabbit inference engine (AGENTS.md)

Update the docs under docs/source/ when behavior, configuration, or workflows change

Files:

  • docs/source/customization/mcp-tools.md
  • docs/source/customization/guardrails.md
{docs/**,README.md,CONTRIBUTING.md,SECURITY.md,CODE-OF-CONDUCT.md}

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vs internal boundary clarity, stale examples, and links that no longer match the repository layout.

Files:

  • docs/source/customization/mcp-tools.md
  • docs/source/customization/guardrails.md
🪛 LanguageTool
skills/aiq-deploy/SKILL.md

[style] ~193-~193: Three successive sentences begin with the same word. Consider rewording the sentence or use a thesaurus to find a synonym.
Context: ...patible with Blueprint version 2.3.0. - Skill version 2.2.0 is compatible with Bluepr...

(ENGLISH_WORD_REPEAT_BEGINNING_RULE)


[style] ~194-~194: Three successive sentences begin with the same word. Consider rewording the sentence or use a thesaurus to find a synonym.
Context: ...patible with Blueprint version 2.2.5. - Skill version 2.2.0 is not compatible with Bl...

(ENGLISH_WORD_REPEAT_BEGINNING_RULE)


[style] ~194-~194: Consider using “incompatible” to avoid wordiness.
Context: ...version 2.2.5. - Skill version 2.2.0 is not compatible with Blueprint version 3.0.0. - Skill v...

(NOT_ABLE_PREMIUM)


[style] ~195-~195: Three successive sentences begin with the same word. Consider rewording the sentence or use a thesaurus to find a synonym.
Context: ...patible with Blueprint version 3.0.0. - Skill version 2.2.0 is not compatible with Bl...

(ENGLISH_WORD_REPEAT_BEGINNING_RULE)


[style] ~195-~195: Consider using “incompatible” to avoid wordiness.
Context: ...version 3.0.0. - Skill version 2.2.0 is not compatible with Blueprint version 2.1.0. If your ...

(NOT_ABLE_PREMIUM)

skills/aiq-research/SKILL.md

[style] ~232-~232: Three successive sentences begin with the same word. Consider rewording the sentence or use a thesaurus to find a synonym.
Context: ...patible with Blueprint version 2.3.0. - Skill version 2.2.0 is compatible with Bluepr...

(ENGLISH_WORD_REPEAT_BEGINNING_RULE)


[style] ~233-~233: Three successive sentences begin with the same word. Consider rewording the sentence or use a thesaurus to find a synonym.
Context: ...patible with Blueprint version 2.2.5. - Skill version 2.2.0 is not compatible with Bl...

(ENGLISH_WORD_REPEAT_BEGINNING_RULE)


[style] ~233-~233: Consider using “incompatible” to avoid wordiness.
Context: ...version 2.2.5. - Skill version 2.2.0 is not compatible with Blueprint version 3.0.0. - Skill v...

(NOT_ABLE_PREMIUM)


[style] ~234-~234: Three successive sentences begin with the same word. Consider rewording the sentence or use a thesaurus to find a synonym.
Context: ...patible with Blueprint version 3.0.0. - Skill version 2.2.0 is not compatible with Bl...

(ENGLISH_WORD_REPEAT_BEGINNING_RULE)


[style] ~234-~234: Consider using “incompatible” to avoid wordiness.
Context: ...version 3.0.0. - Skill version 2.2.0 is not compatible with Blueprint version 2.1.0. If your ...

(NOT_ABLE_PREMIUM)

🪛 markdownlint-cli2 (0.23.0)
docs/source/customization/mcp-tools.md

[warning] 355-355: Fenced code blocks should be surrounded by blank lines

(MD031, blanks-around-fences)

🔇 Additional comments (6)
deploy/.env.example (1)

19-21: LGTM!

Also applies to: 75-85

skills/aiq-deploy/SKILL.md (1)

12-12: LGTM!

Also applies to: 175-175, 191-195

skills/aiq-research/SKILL.md (2)

16-16: LGTM!

Also applies to: 214-234


398-398: LGTM!

docs/source/customization/guardrails.md (1)

43-71: LGTM!

docs/source/customization/mcp-tools.md (1)

292-297: LGTM!

Comment thread docs/source/customization/mcp-tools.md Resolved

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Looks good!

@AjayThorve

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/merge

@rapids-bot
rapids-bot Bot merged commit 97a920c into NVIDIA-AI-Blueprints:release/2.2 Jul 17, 2026
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@tanleach
tanleach deleted the fix/aiq-017-doc-defects branch July 17, 2026 20:40
@AjayThorve AjayThorve added this to the v2.2 milestone Jul 17, 2026
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3 participants