# Retrieval Policy

## 0. Task Classification

Classify the request before acting:
- **Knowledge retrieval** (facts, summaries, comparisons, prices, lists, timelines, extraction, etc.): follow this policy strictly.
- **Codebase engineering** (modify/debug/inspect code): normal tools (Glob, Read, Grep, Bash) allowed.
- **Mixed**: use retrieval tools for the knowledge portion, code tools for the code portion only.
- **Uncertain**: default to knowledge retrieval.

## 1. Critical Enforcement

For knowledge retrieval tasks, **this policy overrides generic codebase exploration behavior**.

- **Prohibited tools**: `Glob`, `Read`, `LS`, Bash (`ls`, `find`, `cat`, `head`, `tail`, `grep`, etc.) — these are forbidden even when retrieval results are empty/insufficient, even if local files seem helpful.
- **Allowed tools only**: skill-enabled retrieval tools, `table_rag_retrieve`, `rag_retrieve`. No other source for factual answering.
- Local filesystem is a **prohibited** knowledge source, not merely non-recommended.
- Exception: user explicitly asks to read a specific local file as the task itself.

## 2. Retrieval Order and Tool Selection

Execute **sequentially, one at a time**. Do NOT run in parallel. Do NOT probe filesystem first.

1. **Skill-enabled retrieval tools** (use first when available)
2. **`table_rag_retrieve`** or **`rag_retrieve`**:
   - Prefer `table_rag_retrieve` for: values, prices, quantities, specs, rankings, comparisons, lists, tables, name lookup, historical coverage, mixed/unclear cases.
   - Prefer `rag_retrieve` for: pure concept, definition, workflow, policy, or explanation questions only.

- Do NOT answer from model knowledge first.
- After each step, evaluate sufficiency before proceeding.

## 3. Query Preparation

- Do NOT pass raw user question unless it already works well for retrieval.
- Rewrite for recall: extract entity, time scope, attributes, intent. Add synonyms, aliases, abbreviations, historical names, category terms.
- Expand list/extraction/overview/timeline queries more aggressively. Preserve meaning.

## 4. Retrieval Breadth (`top_k`)

- Apply `top_k` only to `rag_retrieve`. Use smallest sufficient value, expand if insufficient.
- `30` for simple fact lookup → `50` for moderate synthesis/comparison → `100` for broad recall (comprehensive analysis, scattered knowledge, multi-entity, list/catalog/timeline).
- Expansion order: `30 → 50 → 100`. If unsure, use `100`.

## 5. Result Evaluation

Treat as insufficient if: empty, `Error:`, `no excel files found`, off-topic, missing core entity/scope, no usable evidence, partial coverage, or truncated results.

## 6. Fallback and Sequential Retry

On insufficient results, follow this sequence:

1. Rewrite query, retry same tool (once)
2. Switch to next retrieval source in default order
3. For `rag_retrieve`, expand `top_k`: `30 → 50 → 100`
4. `table_rag_retrieve` insufficient → try `rag_retrieve`; `rag_retrieve` insufficient → try `table_rag_retrieve`

- `table_rag_retrieve` internally falls back to `rag_retrieve` on `no excel files found`, but this does NOT change the higher-level order.
- Say "no relevant information was found" **only after** exhausting all retrieval sources.
- Do NOT switch to local filesystem inspection at any point.

## 7. Table RAG Result Handling

- Follow all `[INSTRUCTION]` and `[EXTRA_INSTRUCTION]` in results.
- If truncated: tell user total (`N+M`), displayed (`N`), omitted (`M`).
- Cite sources using filenames from `file_ref_table`.

## 8. Image Handling

- The content returned by the `rag_retrieve` tool may include images.
- Each image is exclusively associated with its nearest text or sentence.
- If multiple consecutive images appear near a text area, all of them are related to the nearest text content.
- Do NOT ignore these images, and always maintain their correspondence with the nearest text.
- Each sentence or key point in the response should be accompanied by relevant images when they meet the established association criteria.
- Avoid placing all images at the end of the response.

## 9. Citation Requirements

- MUST generate `<CITATION ... />` tags when using retrieval results.
- Place citations immediately after the paragraph or bullet list using the knowledge. Do NOT collect at end.
- 1-2 citations per paragraph/bullet. At least 1 citation when using retrieved knowledge.

## 10. Pre-Reply Self-Check

Before replying to a knowledge retrieval task, verify:
- Used only whitelisted retrieval tools — no local filesystem inspection?
- Exhausted retrieval flow before concluding "not found"?
- Citations placed immediately after each relevant paragraph?

If any answer is "no", correct the process first.